炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 7月8日，甘肃天水市联合调查组发布关于天水市麦积区培心幼儿园幼儿血铅异常问题调查处置情况的通 报。 截至7月7日晚10时，天水市麦积区培心幼儿园251名幼儿已全部检测。根据血铅标准认定，血铅异常233 人、正常18人。培心幼儿园相关联的渭北幼儿园、慈爱幼儿园、蒙迪爱幼儿园采样检测结果均正常。目 前，有关部门已组建专家组全力开展医疗救治工作。 经对食品留样等223份样本进行检测，221份样本检验合格，培心幼儿园2份样本检验不合格。一份为早 餐留样的三色红枣发糕，一份为晚餐留样的玉米卷肠包，两份留样铅含量分别为1052毫克/千克、1340 毫克/千克，均超出食品安全国家标准中食品污染物限量0.5毫克/千克的标准。 经侦查，幼儿园园长朱某琳、投资人李某芳同意该园后厨人员通过网络平台购买彩绘颜料，稀释后用于 部分食品制作。7月3日凌晨，公安部门将其藏匿的剩余颜料查获。经检验，查获颜料含铅（包装明确标 识不可食用）。 目前，公安机关以涉嫌生产有毒、有害食品罪，将朱某琳、李某芳等8人依法刑事拘留，对另外2人依法 采取取保候审强制措施。 通报全文如下 ...

Core Points - Typhoon "Danas" is expected to move westward at a speed of 5 to 10 km/h, maintaining or slightly increasing its intensity, and is projected to make landfall in the coastal areas between Taizhou, Zhejiang, and Ningde, Fujian on the evening of July 8 [1][2] - The Central Meteorological Administration has issued a blue alert for Typhoon "Danas," with maximum wind speeds of 9 levels (23 m/s) and a minimum central pressure of 990 hPa [1][2] - Heavy rainfall has been reported in southern and northwestern Taiwan, as well as along the coast of Zhejiang, with localized extreme rainfall in Taizhou reaching 260 mm [1][2] Weather Forecast - From July 8 to July 9, strong winds of 6 to 7 levels are expected in various coastal regions, with gusts reaching 8 to 10 levels near the center of "Danas" [2] - Significant rainfall is anticipated in southeastern Zhejiang and northeastern Fujian, with some areas experiencing heavy rain (100 to 230 mm) [2][3] - The Central Meteorological Administration has also issued a yellow alert for heavy rain, predicting short-term heavy precipitation in several regions [2][3] Impact on Regions - After making landfall, Typhoon "Danas" is expected to maintain its warm core structure due to favorable moisture transport conditions, leading to prolonged rainfall in Zhejiang, Fujian, Jiangxi, Hunan, and Guangdong [3] - The high temperatures affecting various regions are expected to gradually ease with the arrival of Typhoon "Danas" [4]

Group 1 - President Trump announced new tariffs on imports from 14 countries, with rates ranging from 25% to 40% depending on the country [4][5] - The countries affected include Japan, South Korea, Kazakhstan, Malaysia, Tunisia, Bosnia, South Africa, Indonesia, Bangladesh, Serbia, Cambodia, Thailand, Laos, and Myanmar [4] - The tariffs are intended to address trade imbalances and will be independent of existing industry-specific tariffs [4][10] Group 2 - The deadline for implementing the "reciprocal tariffs" has been extended to August 1, allowing more time for negotiations with affected countries [5][6] - U.S. officials, including Treasury Secretary Mnuchin, have been pressuring trade partners to expedite negotiations, warning that countries failing to reach agreements by the deadline will face the announced tariff rates [6][8] - South Africa and other nations are seeking to establish more balanced trade relations with the U.S. amid these developments [9][10] Group 3 - The potential increase in tariffs has raised concerns about higher prices for American consumers, particularly for goods imported from Japan and South Korea, which include automobiles and semiconductors [14][16] - The U.S. imported $351 billion worth of goods from the seven countries mentioned in Trump's letters last year, with Japan and South Korea accounting for $280 billion of that total [14][16] - The stock market reacted negatively to the announcement, with the Dow Jones Industrial Average dropping over 400 points, reflecting investor fears of escalating trade tensions [17][19]

Group 1 - The core viewpoint emphasizes the importance of integrating urban and rural development as a significant strategic deployment by General Secretary Xi Jinping, focusing on planning, resource allocation, industrial development, public services, and ecological protection [5][1] - Various regions are actively working to construct a new pattern of urban-rural integration development, allowing residents to share a high-quality life [5][1] Group 2 - The railway department has increased the operation of tourist trains to meet the strong demand for summer travel, further stimulating consumption potential [11] - The Ministry of Housing and Urban-Rural Development reports that many provinces have accelerated the renovation of old urban residential areas, with some exceeding a 50% commencement rate [12] - The National People's Congress Standing Committee has initiated enforcement inspections of the Circular Economy Promotion Law [13] Group 3 - The Ministry of Commerce and other departments have released the "2025 Home Economics and Agriculture Action Work Plan," aiming to enhance the quality and expansion of the home service industry and support rural revitalization [17] - The Ministry of Human Resources and Social Security has launched a campaign to support employment services for college graduates and unemployed youth, providing information on policies and services [18]

他是左权，八路军在抗战中牺牲的最高级别将领。毛主席评价他"两杆子都硬"，仗打得好，文章写得也 好。 抗战期间左权留下13封家书，这些信里，有两样东西让人难忘，一个是草，一个是花。 他的"草" 1937年，左权给老家母亲写信，说："过去没有一个铜板，现在仍然没有；过去吃过草，准备还吃草！" 鬼子大扫荡，左权把自己的津贴、稿费都捐了，跟大伙儿一块儿吃树叶、吃野菜。 他带领大伙，在要啥没啥的穷山沟里，建起了黄崖洞兵工厂。左权说吃草，不仅是吃草本身，更是像草 一样坚韧。 他的"花" 给妻子的信里，左权说："驻地新栽了菊花，开了牵牛花。" 草扎在土里，是活着，是挺着。花开在心里，是想着，是念着。这两样东西，一个往下扎，一个往上 长，就在左权身上拧着，也在千千万万为这破碎的山河拼命的将士身上拧着。 1942年5月25日，37岁的左权，倒下了。当时他可以先行突围，但他坚持留下来断后。那"草"与"花"的 交响，成了烽火连天的岁月里，最深沉的生命绝唱。 那草，如今已长成绵延的青纱帐，护着每一寸山河。那兰花，还有别的花朵，已开遍宁静的窗台，守着 万家灯火。 监制丨郑秀国 制片人丨王珏 总台观察员丨曹梓 编导丨姚文帅 忽然笔锋一转 ...

Core Points - The recent flooding in Central Texas has resulted in at least 82 deaths and approximately 40 missing, raising concerns about both natural and human factors contributing to the disaster [1] - President Trump declared a major disaster in Texas to ensure emergency resources are available for rescue efforts [2] Group 1: Emergency Response - The flooding was exacerbated by inadequate emergency management measures at camps located in high-risk flood areas, with no clear evacuation plans in place [3] - The National Weather Service faced criticism for delayed and insufficient flood warnings, with alerts sent only after severe flooding had already begun [4] Group 2: Staffing and Budget Cuts - The flooding has been linked to staffing shortages at the National Oceanic and Atmospheric Administration (NOAA) and the National Weather Service due to significant budget cuts and layoffs under the Trump administration [5] - Reports indicate that key positions, including weather warning coordinators, have been vacant, impacting the effectiveness of flood forecasting and response [5] - Proposed budget cuts for NOAA could further hinder weather prediction capabilities, potentially reversing advancements in forecasting technology [6]

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美国总统特朗普6日宣布，他已签署"重大灾难声明"。为何这次灾情如此严重？灾区疏散是否及时？谁 该为此承担责任？ 美国得克萨斯州中部地区近日洪水肆虐。截至当地时间6日，洪灾已造成至少79人死亡，多人依然下落 不明。 美国总统特朗普6日宣布，他已签署"重大灾难声明"，联邦紧急事务管理局已在得州启动紧急状态并提 供联邦救助。 得州洪水多发，为何这次灾情如此严重？灾区疏散是否及时？谁该为此承担责任？ 洪灾已致至少79人死亡 当地时间7月6日，美国得克萨斯州地方政府发布的消息显示，得州中部洪灾已造成至少79人死亡。 当天，得州州长阿博特在新闻发布会上表示，得州全州范围内已知41人失踪，还有更多未能得到确认的 失踪人数。阿博特表示，预计未来24至48小时内的强降雨会引发更多山洪灾害，并对生命构成威胁，得 州目前正在扩大救援力度。 得州副州长丹 ·帕特里克6日接受采访时说，预计洪灾死亡人数还会上升。他说，因正值美国"独立日"长 周末假期，很多游客在得州中部沿河地带度假，失踪人数存在很大不确定性。 特朗普签署"重大灾难声明" 得州进入联邦紧急状态 当地时间6日，美国总统特朗普宣布，他已签署得克萨斯州克尔县的"重大灾难声明"， ...

Group 1 - The first volume of "Xi Jinping's Ecological Civilization Selected Works" has been published and distributed nationwide [4] - The South-to-North Water Diversion Project's eastern and central lines have cumulatively transferred over 80 billion cubic meters of water, benefiting 185 million people [2][14] - The steel industry in China has shown significant growth in the first five months of the year, indicating a stable operation and a clear trend of industrial transformation and upgrading [10] Group 2 - The summer season has prompted various regions to create new consumption scenarios to promote high-quality development in the cultural and tourism industries [11] - The largest thermal power plant under construction in China, the 8th unit of the Zhejiang Beilun Power Plant, has been successfully put into operation, with an annual power generation capacity of 6 billion kWh [16] - The 31st China Lanzhou Investment and Trade Fair has opened, featuring nearly 2,000 participating enterprises and a wide range of products across various sectors [18]

今年以来最强高温天气过程今天(5日)继续影响我国。新疆、山东、河南、浙江、江苏、安徽局地 可达40℃以上。 未来一段时间副热带高压将进一步北抬，主体仍将控制华北这一带地区。因此中途可能会有阵雨或 雷阵雨天气短暂缓解湿热，但是总体高温闷热的天气还会持续。 中国气象局公共气象服务中心副首席 李怡：高温桑拿天是闷热天气的一种形象的说法，具体指气 温高、湿度大、风速小等气象条件组合。在这样的环境下，人们就会有种蒸桑拿的感觉。其成因在于夏 季受副热带高压影响，天气以晴朗少云为主，地面吸收热量后迅速升温。同时，副热带高压气流会将海 洋上的暖湿空气输送到陆地上，构成高温高湿的组合。我国长江中下游地区的桑拿天就是这样形成的。 另外，在一些盆地地区，当暖湿气流进入盆地后，由于地形阻挡，空气湿度增加，再叠加热岛效应，就 形成了高温桑拿天气。 专家提示，桑拿天的高温高湿环境，会使人体散热能力减弱，导致体温调节失效，增加中暑和心脑 血管等慢性病的急性发作风险。大量出汗也会导致脱水或者电解质失衡，影响循环系统功能。公众出行 时应格外关注，做好防范准备工作。 不仅白天热，中东部多地夜间最低气温也接近甚至达到30℃，闷热感贯穿全天。中央气 ...