Group 1 - The core viewpoint of the articles indicates that silver prices have surged, reaching over $39 per ounce, marking a significant increase of 1.76% in a single day and a year-to-date rise of 35% [1][2] - The recent price increase is attributed to several factors, including silver being undervalued relative to gold, increased expectations of interest rate cuts by the Federal Reserve, and overall strong performance in the base metals market [2] - The World Silver Association reported a net inflow of 95 million ounces into silver ETPs in the first half of 2025, reflecting a bullish price outlook, with the value of holdings exceeding $40 billion for the first time in June [3] Group 2 - The silver price increase has continued into July, with a year-to-date rise of 27%, aligning closely with gold prices [4] - The World Silver Association anticipates strong two-way activity in the coin and bar market in the coming months, despite potential weakness in demand for newly minted products [4] - If silver prices surpass $40, market reactions may vary, with some investors likely to take profits while others may enter the market, expecting further price increases [4]

长周期来看，中金大宗商品团队认为铜价中枢稳步、扎实的抬升仍在进行时。就今年下半年而言，铜价 在10000美元/吨以上将再次面临需求侧的考验。维持9500-10500美元/吨的价格区间判断。（闻辉） 短期来看，华源证券研报认为，在低库存水平支撑和后续旺季到来，铜价下方仍有支撑，预计沪铜短期 将在7.7万-7.9万元/吨区间震荡运行。华西证券研报也指出，需求方面，国内主要精铜杆企业周度开工 率环比上升3.26个百分点至67%，需求端来看，得益于前两日铜价回调，下游采购情绪有所小幅回暖。 "宏观层面财政货币双宽松基调依旧，全球权益市场不断创新高，商品市场也有反弹，美元也在持续贬 值，看好铜价。此外强势的供需基本面支撑铜价，中国宏观政策端或将持续发力，电力基建、新能源汽 车、家电消费等领域的刺激手段或将进一步扩大。"华西证券在研报中提到。 【环球网财经综合报道】上半年，铜价走势反复震荡。据上海钢联数据，国内电解铜价格在72073元/吨 至82725元/吨区间内波动。业内认为，国内控产能、反内卷消息不断，宏观情绪对市场形成利好，总体 来看，三季度宏观将有利于铜价走高。 华安期货研报指出，在上月举行的美联储会议上，美联储 ...

此外，报道还提到，在美国移民局突袭加州之际，加州州长纽森办公室X平台官方账号12日就曾转发"万斯与全家同游迪士尼视频"并批评称："希 望您享受家庭时光，但你拆散的家庭肯定享受不了了。"《华盛顿观察家报》称，纽森新闻办公室在周日进一步加大了批评力度，不仅抨击了特朗 普出席（球赛），还提到了洛杉矶破坏性骚乱后，仍部署于此的国民警卫队。 近期，美国移民与海关执法局等联邦机构在加州洛杉矶县多地展开针对非法移民的执法行动，与当地居民连续发生冲突。特朗普政府向洛杉矶部 署军力引发法律争议，加州政府对此决定持反对立场。美国第九巡回上诉法院当地时间6月19日作出裁决，特朗普政府将保有对部署到加利福尼亚 州洛杉矶地区的加州国民警卫队的控制权。 纽森州长新闻办公室当地时间13日在社交平台X上转发一条关于特朗普出席2025世俱杯决赛的视频，并配文称，"特朗普有时间去看足球，万斯有 时间去逛迪士尼，但他们都没时间解释为什么近5000名士兵仍部署在美国领土上。让加州国民警卫队回家"。加州州长纽森也转发了这条帖文。 《华盛顿观察家报》称，特朗普13日出席了在美国纽约大都会体育场举行的世俱杯决赛，而万斯则于12日与家人一起前往南加州的迪士 ...

世俱杯决赛"尴尬一幕" . 特朗普颁奖后留在 "最显眼位置"庆祝 身旁球员一脸困惑 来源:外媒 714 0:00 / 0:19 【环球网报道 记者 索炎琦】2025世俱杯决赛当地时间13日在美国纽约大都会体育场上演，英超切尔西队最终3比0完胜法甲巴黎圣日耳曼队，获得冠军。 据英国《卫报》、《今日美国报》等媒体报道，当天赛后颁奖典礼出现"尴尬一幕"：美国总统特朗普为冠军球队颁奖后没有像其他颁奖嘉宾一样离开，而 是继续留在台上与球员一起庆祝，这一度让他身旁的切尔西球员感到困惑。 《卫报》称，在本场比赛开始前的奏国歌环节，当镜头转到特朗普时，现场曾爆发嘘声。比赛结束，作为颁奖嘉宾的特朗普与国际足联主席因凡蒂诺一同 上台，为参赛球队、球员颁发奖项。 报道继续称，然而，当二人一起将冠军奖杯递给切尔西队后，因凡蒂诺立即撤出了镜头，但特朗普却继续留在原地，站在"最显眼位置"，与切尔西队员一 同等待举起奖杯。《今日美国报》说，在切尔西队员最终开始举奖杯庆祝时，此前撤出镜头的因凡蒂诺"再次出现"，将特朗普拉到了后排位置。 值得注意的是，画面显示，当特朗普继续留在台上后，本场比赛为切尔西队打进两球的球队功臣帕尔默一脸困惑。《卫报 ...

【环球网报道】据美国Axios新闻网13日报道，两位知情人士透露，美国总统特朗普将于当地时间14日宣布一 项针对乌克兰的新军援计划，预计将包括对乌提供进攻性武器。Axios新闻网称，对特朗普而言，向乌克兰提 供进攻性武器将是一次重大转变。此前他一直表示只会提供"防御性武器"，以避免冲突加剧。 报道称，上述知情人士表示，他们有理由相信该计划可能包括能够深入打击俄罗斯境内目标（包括莫斯科） 的远程导弹，但他们尚不清楚是否已做出最终决定。Axios新闻网援引南卡罗来纳州参议员林赛·格雷厄姆的 话报道说，"特朗普对普京非常恼火。他明天（14日）的声明会非常激进。" Axios新闻网称，上述计划由乌克兰总统泽连斯基在两周前的北约峰会上提出，并将在特朗普与北约秘书长吕 特会面期间公布。 报道称，白宫没有回应置评请求。 据美国媒体报道，特朗普13日表示，美方将通过北约向乌克兰提供"爱国者"防空导弹系统，北约将向美方支 付这些装备的费用。特朗普当天在首都华盛顿附近的马里兰州安德鲁斯联合基地对媒体说，"这是他们（乌克 兰）迫切需要的"。他还说，美方会向乌方提供"各种非常先进的军事装备"，"这对我们来说就是做生意"。特 朗普还表 ...

Core Viewpoint - The development of the new energy vehicle (NEV) industry in China is experiencing fluctuations due to technological upgrades and changes in overseas market demand, but the long-term trend towards electrification remains unchanged [2][3]. Group 1: Industry Trends - The upcoming China International Supply Chain Promotion Expo (Chain Expo) is expected to be a significant platform for promoting the development of the NEV supply chain, attracting over 650 companies from 75 countries, with more than 65% being global top 500 companies [1]. - The NEV market is influenced by short-term factors such as the temporary recovery of fuel vehicles in some regions of Europe and the U.S., driven by policy adjustments and energy price fluctuations [2][3]. - Emerging markets in Southeast Asia, Latin America, and Africa are identified as new growth engines for the NEV sector, with low penetration rates and improving infrastructure [3]. Group 2: Supply Chain Dynamics - China's NEV supply chain plays a dual role as a "stabilizer" and "accelerator," ensuring stable growth trends through domestic production and innovation [3][4]. - The supply chain includes upstream resource allocation for materials like lithium, cobalt, and nickel, and midstream production of key components such as batteries and electric drive systems, with major players like CATL and BYD leading the market [4]. - The supply chain's high responsiveness and flexible manufacturing capabilities allow it to adapt quickly to evolving demands for range, safety, and intelligence in vehicles [4]. Group 3: Future Development and Challenges - The NEV industry needs to shift from "scale expansion" to "quality improvement," focusing on sustainable growth through policy guidance and market mechanisms [5]. - The transition to solid-state batteries is anticipated to revolutionize the industry, with significant advantages in energy density, safety, and charging speed, although mass production is not expected until 2028 [6][7]. - Companies are encouraged to optimize existing liquid battery technologies while preparing for solid-state battery development, balancing short-term competitiveness with long-term technological reserves [7].

Group 1 - The steel industry has seen an overall improvement in profitability in the first half of the year, with several listed companies reporting significant profit increases [1][4] - Youfa Group expects a net profit of between 277 million to 307 million yuan, representing a year-on-year increase of 151.69% to 178.93% [1] - Shandong Steel is projected to turn a profit with an estimated total profit of around 293 million yuan, an increase of approximately 1.354 billion yuan compared to the same period last year [1] - Sansteel Mingguang anticipates a net profit of about 131 million yuan, an increase of 365 million yuan year-on-year [1] - Shougang Co. expects a net profit of between 642 million to 672 million yuan, reflecting a growth of 62.62% to 70.22% compared to the previous year [1] Group 2 - The decline in raw material prices has contributed to the recovery of profits in the steel industry, with coking coal prices down 27%, coke prices down 32%, and imported iron ore prices down 9% in the first half of the year [4] - Despite ongoing supply-demand imbalances leading to a decrease in steel prices, high-quality listed companies have still achieved year-on-year profit growth [4] - The China Iron and Steel Association indicates that the total steel production in China has reached its peak, with future crude steel consumption expected to remain between 800 million to 900 million tons, indicating a clear trend towards reduced production [4] - The industry is experiencing an increase in concentration, with improvements in product structure, including reduced production of rebar and increased production of hot-rolled sheets [4] - The export product structure is also optimizing, with hot-rolled sheets and electrical steel gaining a larger share, and foreign users increasingly recognizing Chinese steel [4] - The industry is committed to green development and digital transformation, with plans to integrate into the carbon trading market [4]

Group 1 - The report conference titled "Smart Transportation Leading High-Quality Development in Shaanxi" was held in Xi'an, coinciding with the launch of the "2025 Digital Literacy and Skills Enhancement Month" initiative in Shaanxi Province [1][3] - The Shaanxi State-owned Assets Supervision and Administration Commission emphasized the importance of digital transformation in state-owned enterprises, aiming to enhance digital capabilities and promote collaboration between industries and digital sectors [3] - Shaanxi Transportation Control Group has developed a three-year digital transformation plan (2024-2026) to integrate digital technologies with transportation applications, aiming to improve network efficiency and service quality for the public [3][4] Group 2 - Industry experts discussed digital transformation pathways focusing on large models, artificial intelligence, smart transportation, and cybersecurity during the conference [4][6] - The Shaanxi Transportation Control Group presented its strategic approach to smart transportation, highlighting its commitment to becoming a benchmark for smart transportation in the western region [4] - The conference served as a high-level platform for government, enterprises, and experts to share insights and foster consensus on driving industrial upgrades and high-quality development through digitalization in Shaanxi and the western region [6]

来源：健康中国 了解孩子的情感需求 青春期孩子面临着生理与心理的剧变。这一时期，大脑中的前额叶发育成熟，孩子自我意识爆发，易与 家长产生冲突。他们开始思考"我是谁""我要成为什么样的人"。就像蝴蝶破茧前需要安静的空间，青春 期的沉默往往是心灵成长的阵痛。 这一阶段，孩子的自理能力增强，可以自己吃饭、穿衣等。与此同时，他们有了自己的想法，进入了家 长常说的叛逆期，开始探索边界，常常说"不"。从家长的角度看，孩子是进入了叛逆期，但从孩子角度 看，这是孩子自我意识发展的表现，也是成长的表现。当孩子跟家长说"不"时，家长可以先问问自 己："我此刻的反应，是在解决问题，还是在宣泄情绪？" 学龄期 这个阶段的孩子进入了皮亚杰认知发展理论中的"具体运算阶段"，开始理解逻辑与规则。此时，孩子就 像一台刚完成系统升级的电脑，大脑开始处理更复杂的逻辑程序，那些曾经模糊的规则，如今正以具体 可感的方式在他们的思维里搭建框架。 这个阶段，孩子会通过家庭和学校教育理解"对错"。如果孩子犯了错，家长要进行引导而不是单纯的惩 罚。比如，跟孩子解释他这样做为什么是错的，以后遇到这种事情该如何去做。 青春期 养育孩子就像破译一部复杂的密码本， ...

Core Insights - The Chinese liquor industry is undergoing a "low-alcohol revolution," moving away from the traditional high-alcohol image to cater to younger consumers [1][2] - Major Chinese liquor companies are set to launch new products with alcohol content below 29 degrees, marking a significant shift in the market [1] - The low-alcohol liquor market in China is rapidly expanding, projected to grow from approximately 3.7 trillion KRW in 2020 to about 10.89 trillion KRW by 2024, and expected to reach 14 trillion KRW by 2025 [1] Market Dynamics - Young consumers, aged 20 to 30, represent 34% of current liquor consumers in China, with a potential market size of 76 trillion KRW among 490 million young liquor consumers [1] - A survey indicates that young people prefer low-alcohol products over high-alcohol liquor, prompting companies to adjust their strategies accordingly [2] - Industry experts suggest that this trend is not merely a short-term fad but could reshape the entire industry structure, with low-alcohol products potentially becoming the core market for the future [2]