Group 1 - The core viewpoint of the news is the issuance of the "Guiding Opinions on Financial Support for New-Type Industrialization" by the People's Bank of China and seven other departments, aiming to establish a mature financial system that adapts to the "three transformations" of manufacturing by 2027, enhancing service adaptability and preventing "involution" competition [1] - The financial support for new-type industrialization is being strengthened, with various financial institutions innovating service models to inject strong momentum into the sector [1][4] - The focus is on optimizing financial policy tools to support key technological products and enhance the resilience of industrial and supply chains, while promoting the development of technology finance, green finance, and digital finance [4][5] Group 2 - In Shandong Province, Weifang City has been actively exploring financial innovations to support new-type industrialization, addressing the financing difficulties faced by small and micro enterprises [2] - The "data credit loan" model is being implemented to break the traditional reliance on core enterprises for credit, allowing financing based on suppliers' credit and transaction data [2][3] - The cumulative financing through this model has reached nearly 47 million yuan, supporting eight small and micro enterprises and significantly aiding local industrial development [3] Group 3 - The overall goal of the "Opinions" is to establish a mature financial system by 2027 that supports the high-end, intelligent, and green development of the manufacturing industry, with a focus on enhancing the adaptability of financial services [4] - Financial institutions are encouraged to develop differentiated credit policies tailored to specific industries and stages of enterprise growth, and to cultivate a workforce skilled in technology and finance [5] - The implementation of these policies is expected to deepen the integration of finance and industry, providing lasting momentum for the construction of a manufacturing powerhouse [5]

这场强降雨并非只影响了肇庆一地。根据东莞发布8月5日消息，过去24小时我市普降暴雨到大暴雨，预计今明两天东莞市仍有暴雨、局部大暴雨。 广东省应急管理厅、气象局等部门提醒：预计5-6日广东省强降雨将持续，其中珠三角、粤北和汕尾有暴雨到大暴雨局部特大暴雨，致灾风险高。 连日来，广东多地被一场持续不断的强降雨"笼罩"，城市运转、民众生活均受到不同程度影响。 8月5日，一则以"鼎湖山山洪大暴发"为题的视频在网络上迅速传播，引发广泛关注。 鼎湖山，这座位于肇庆市鼎湖区、占地面积达1184公顷、最高峰鸡笼山海拔超1000米的中外重要科研基地，在暴雨的侵袭下"伤痕累累"。视频中，浑浊的泥 水裹挟着泥沙奔腾而下。 不过，8月5日下午，鼎湖区文化广电旅游体育局的一名工作人员向第一财经记者表示，过多的雨水导致当地积水过多。据其介绍，目前，洪水已经退去，政 府工作人员正在清理道路上的淤泥。 有肇庆市民向记者介绍，大雨从8月3日就开始下了，现在好多路面上全是厚厚的淤泥，走路都容易滑倒，开车更是小心翼翼，出行太不方便了。 8月5日下午，肇庆市公共汽车有限公司的一名工作人员也向记者表示："有些地方大面积泡水，车过不去。"当天，该公司发布 ...

美团宣布，即日起，美团正式启动中小商户发展扶持计划，向中小商户发放助力金，支持更多餐饮小店 实现稳定增长。美团表示，面对近期餐饮行业竞争加剧的情况，美团计划在此前助力金的基础上，进一 步追加现金和补贴投入，重点支持长期经营、复购高、口碑好的中小餐饮商户。预计到今年年底，美团 助力金将新增覆盖超10万家餐饮小店，单店助力金最高5万元。 预计到今年年底，美团助力金将新增覆盖超10万家餐饮小店，单店助力金最高5万元。 ...

（文章来源：第一财经） 美团宣布，即日起，美团正式启动中小商户发展扶持计划，向中小商户发放助力金，支持更多餐饮小店 实现稳定增长。美团表示，面对近期餐饮行业竞争加剧的情况，美团计划在此前助力金的基础上，进一 步追加现金和补贴投入，重点支持长期经营、复购高、口碑好的中小餐饮商户。预计到今年年底，美团 助力金将新增覆盖超10万家餐饮小店，单店助力金最高5万元。 ...

九洲药业公告，2025年上半年营业收入28.71亿元，同比增长3.86%；净利润5.26亿元，同比增长 10.70%。公司2025年半年度利润分配预案为：以利润分配股权登记日总股本为基数，剔除回购专用账 户股份，向全体股东每10股派发现金股利2元（含税），不转增股本，不送红股。 (本文来自第一财经) ...

美国与日本7月下旬宣布达成贸易协议，但由于没有协议文本，再加上8月7日所谓"对等关税"生效日逐 渐临近，日本还是有些不放心。 当地时间5日，日本首席贸易谈判代表、经济再生大臣赤泽亮正再度启程赴美，希望敦促美方按照上月 贸易协议中的承诺降低汽车关税。 这是赤泽亮正在美日贸易协议宣布后首次访问华盛顿，也是他从今年4月美日开始贸易谈判起第八次访 美。据央视新闻，当地时间7月22日，美国总统特朗普通过社交媒体宣布美国与日本达成贸易协议：原 定25%的对等关税税率将下调至15%，日本将向美国投资5500亿美元。特朗普还称，或许最重要的是， 日本将开放其市场进行贸易，包括汽车、卡车、大米以及其他部分农产品和商品。 除了汽车关税，赤泽亮正还表示，芯片、药品对经济安全很重要，"此行将与美国就芯片制造进行密切 合作，还将考虑与美国就药品供应链进行合作，力促美国和日本对于关税协议有共同的理解。" 汽车关税成焦点 4日，日本首相石破茂与赤泽亮正出席国会众议院预算委员会，并就日美关税协议相关问题接受质询。 会上，石破茂称，落实协定条款可能比达成协定本身更具挑战性。在回答有关日美关税协议为何没有书 面文件时，石破茂回应称，"对方（特朗 ...

Group 1 - The copper market is experiencing price fluctuations due to recent US tariff policies affecting global supply chains, with significant volatility observed earlier this year as well [1][3] - The commodity trading industry is investing in digitalization to support decision-making amidst external environmental changes, with a focus on enhancing responsiveness and agility [3][4] - Companies like Zhongji Ningbo Group are leveraging digital platforms to integrate scattered data and improve real-time decision-making, which is crucial for managing price volatility and risks [4][5] Group 2 - The digitalization efforts in the commodity trading sector are driven by the need for rapid data feedback, enabling quicker and more accurate decision-making [3][4] - Companies are transitioning from traditional financial-focused digitalization to a more comprehensive approach that addresses operational challenges and prepares for AI applications [5][7] - The deployment of AI agents is becoming a key focus, with companies exploring their use in various operational scenarios to enhance decision-making and efficiency [7][8] Group 3 - AI applications are being integrated into the commodity trading industry, with companies like Zhongji Ningbo Group utilizing AI to streamline processes such as contract approvals [7][8] - The interest in AI agents is growing, with companies experimenting in areas with higher fault tolerance while still evaluating their application in more sensitive scenarios [8][9] - The development of AI agents is seen as a way to amplify the capabilities of large models, with companies needing to carefully consider how to implement these technologies effectively [9]

当前在核心城市"抢地"的，仍是几家业内"巨头"。 在过去七个月间，百强房企拿地总金额达到5783亿元，同比增长超三成。从上海、深圳到杭州等核心城 市，高溢价甚至"地王"地块不断涌现，楼板价纪录接连被刷新，土地市场呈现"点状高热"态势。 不过，热闹是"少数人"的，当前能在核心城市"抢地"的，仍是几家业内"巨头"。前七月，头部10家房企 的新增货值，占百强的比重达到70%，较2024年末增加8个百分点，行业资源正进一步集中化。 头部房企几近"包场" 7月30日，深圳市宝安区一宗地块完成竞拍，吸引了绿城、越秀、中海、华润等六家房企参与竞价，最 终由绿城集团以12.15亿元成交，折合楼面地价约20364元/平方米，溢价率为11.47%。 这宗低容积率、没有限价的地块，体现出深圳为了吸引房企买地，积极调整供地策略，通过降低容积率 等方式，形成"核心区托底、潜力区试水"的市场格局，迷你地块的面积也降低了竞拍门槛。 地块特点之外，值得注意的是参拍房企，从最终得主绿城，到越秀、中海、华润等参拍房企，这几家均 是当前土拍市场的"常客"和"巨头"。 一边是楼市缓慢筑底，一边是土拍热点频出，今年以来的房地产市场，"硬币"两面呈现出 ...

8月5日，截至收盘，沪指涨0.96%重回3600点上方，深成指涨0.59%，创业板指涨0.39%。 主力资金净流入汽车、银行、电子等板块，净流出计算机、医药生物、传媒等板块。 | 代码 名称 | 现价 涨跌 | | --- | --- | | 000001 上证指数 | 3617.60c 34.29 0.96% | | 399001 深证成指 | 11106.96c 65.40 0.59% | | 899050 北班50 | 1436.78c 3.54 0.25% | | 881001 万得全A | 5645.26c 43.59 0.78% | | 000688 科创50 | 1053.65 c 4.24 0.40% | | 399006 创业板指 | 2343.38c 9.05 0.39% | 个股涨多跌少，全市场超3900只个股上涨。 沪深两市全天成交额近1.6万亿元。 盘面上看，PEEK材料、脑机接口、铜缆高速连接、银行等板块涨幅居前，西藏、中药、影视、智谱AI等板块跌幅居前。 具体来看，PEEK材料强势领涨，新瀚新材20%涨停，中欣氟材、富春染织涨停，华密新材涨超10%。 消费电子板块走高，朗特智能2 ...

Core Viewpoint - The Industrial and Commercial Bank of China (ICBC) has awarded a contract to Alibaba Cloud for its intelligent development platform, utilizing the Tongyi Lingma technology for various coding services [1] Group 1: Company Developments - ICBC announced the results of its bidding for the "Intelligent Development Platform" on August 4 [1] - Alibaba Cloud won the bid exclusively with its Tongyi Lingma technology, which will provide services such as code completion, code Q&A, and unit testing intelligence [1] - Previously, ICBC had already implemented Alibaba's Qwen model for intelligent risk control [1]