7月15日下午，市政协召开党组（扩大）会议暨十四届四十三次主席会议，传达学习习近平总书记在中 央政治局会议上和中央政治局第二十一次集体学习时的重要讲话精神，以及省委、市委常委会会议精 神，研究贯彻落实意见。市政协党组书记、主席李贻伟主持会议并讲话。 会议强调，要以务实举措把新时代党的自我革命要求落实到位。深刻理解和把握推进党的自我革命的重 大意义和方法路径，把刀刃向内的自我革命精神深度融入政协履职全过程、工作各方面。要锚住固本培 元、增强党性，系统学习掌握马克思主义基本理论、党在各个时期的创新理论，特别是习近平新时代中 国特色社会主义思想，在常学常新中坚定理想信念，在真学真信中锤炼过硬作风，引领政协委员和界别 群众增强"四个意识"、坚定"四个自信"、做到"两个维护"。 会议要求，要深入学习习近平总书记关于加强党的作风建设的重要论述精神，坚定理想信念，保持政治 定力，锲而不舍落实中央八项规定精神。在持续对标对表中进一步增强狠抓作风建设的政治自觉、思想 自觉和行动自觉。政协各级党组织要切实履行管党治党责任，切实把严的氛围营造起来、把正的风气树 立起来，坚持求真务实作风，提高调查研究、协商议政、履职建言的质量，确保 ...

Group 1 - JD Group is actively recruiting for a high-paying position focused on short drama content strategy operations, with monthly salaries ranging from 45,000 to 70,000 yuan, potentially reaching over 1 million yuan annually [2] - Other e-commerce platforms like Alibaba and Baidu are also launching short drama initiatives, with Alibaba planning to invest tens of millions in brand-customized dramas and Baidu announcing substantial support for micro-short dramas [3][4] - The commercial monetization of short dramas is diverse, including advertising placement, membership fees, and e-commerce sales, which can maximize commercial value by leveraging platform advantages and user bases [4] Group 2 - The increasing user base for short dramas is driving e-commerce platforms to enhance user engagement and retention through quality content [5] - A significant challenge in the short drama market is content homogenization, necessitating improved content review and copyright protection mechanisms [5]

从行业角度看，券商、创新药、人工智能、有色金属、食品饮料等行业上市公司业绩表现亮眼，近期部 分业绩超预期的公司股价连续涨停或大涨。例如，南方精工7月14日公布中报预告净利润预增286倍至 357倍，15日早盘高开，当日收涨2.85%。 后市展望：中报窗口期有望助市场上行 7月15日，A股首份2025年半年业绩报告出炉，"中报季"正式拉开序幕。广州日报全媒体记者通过Wind 数据梳理，截至发稿时，共有1495家公司公布了2025年上半年业绩预告，净利润预增10倍的企业有33 家。 从当日市场反应来看，中报业绩高增长股受追捧。券商机构分析称，半年报披露窗口期成为A股的上行 动力，为指数后续突破上行、触发关键正反馈效应创造了有利条件。机构看好有色、AI硬件、创新 药、游戏和军工的轮动可能性。 | 部分上半年业绩预告净利润增长超10倍上市公司 | | | --- | --- | | 公司名称 预告归母净利润 | 同比 | | 华银电力 约1.8亿元~2.2亿元 | 增长 3600.7%~4423.07% | | 北方稀土 约9亿元~9.6亿元 | 增长 1882.54%~2014.71% | | 华西证券 约4.45 ...

同时，多家连锁品牌酒店已在抖音生活服务开展官号日播及集团矩阵号、职人号直播，覆盖全国数万家 门店。品牌借助官号直播和酒店职人直播，以更直接高效的互动答疑方式，为消费者针对性解决订房到 店问题。 此外，针对大众暑期住宿更多元细分的消费需求，平台聚焦热门商圈、高铁机场、医院、景区周边等场 景，不仅推出"今夜特价"专场，还通过限时特价日历房，满足消费者"当天买当天住"即时性需求。平台 活动期间，消费者在抖音搜索"订酒店"，还有机会获得20元至30元不等的满减券。 暑期订酒店6折起、"提前订+连住"享优惠、推限时特价日历房……7月15日，抖音生活服务宣布投入平 台亿级补贴，即日起至8月底，支持连锁品牌酒店官方直播、区域矩阵号及商家职人直播、明星达人探 店，上线特惠日历房、酒店通兑券、会员体验券包等。尤其是在重点热门文旅城市，平台还分阶段推出 多场明星直播专场及达人探店活动，通过实景直播，展现酒店实景及更多住店场景。 业内指出，随着暑期到来，酒旅消费火热开启，近期平台也在加码投入争抢市场，满足大众暑期多元酒 旅需求，也通过多种举措帮助用户收获良好出行住宿体验。 抖音生活服务此次投入亿级补贴，也意在扩大市场规模。在大促期 ...

Core Insights - Guangdong Province has the highest number of pharmaceutical and medical device manufacturers in China, with a total of 8,983 companies and over 1.76 million registered products as of mid-2023 [1] - The "Spring Rain Action" initiative aims to enhance the transformation of clinical research results in medical devices, promoting innovation and industrialization in the sector [2] Group 1: Industry Overview - Guangdong leads the nation in the number of pharmaceutical, medical device, and cosmetic production companies, as well as in the stock of registered products and the number of approved innovative products [1] - The province has received approvals for 25 Class I innovative drugs and 48 innovative medical devices from the National Medical Products Administration in recent years [1] - Guangdong is home to 250 tertiary hospitals and 50 high-level hospitals, providing a strong clinical trial research platform [1] Group 2: Spring Rain Action Initiative - The "Spring Rain Action" is a key initiative led by the National Medical Products Administration to promote the transformation of innovative medical device research results [2] - The initiative focuses on collecting clinical doctors' innovative ideas and effectively connecting them with medical device research and development needs [2] - Guangdong has developed an implementation plan for the "Spring Rain Action," emphasizing the importance of this initiative for the high-quality development of the biopharmaceutical industry in the province [2]

截至北京时间7月15日美股收盘，英伟达股价报164.070美元/股，市值达到400万亿美元。目前，英伟达 是全球首个达到4万亿市值的上市公司。近日，有分析师将英伟达目标价从160美元上调至180美元，维 持"买入"评级。 美国政府今年4月决定禁止英伟达向中国市场销售其H20芯片。据了解，H20是为遵守美国出口限制而推 出，专为中国市场设计的AI加速器。H20基于英伟达Hopper架构，拥有CoWoS先进封装技术。H20更适 用于垂类模型训练、推理，无法满足万亿级大模型训练需求，整体性能略高于910B。 （文章来源：广州日报） 今年5月底，英伟达公布截至4月28日的2026财年第一季度财报。财报中披露，由于许可要求影响其销售 H20人工智能芯片的能力，第一季度产生了45亿美元的相关费用。该芯片制造商还表示，由于出口限 制，本季度无法交付额外25亿美元的H20芯片营收。随后，公司还表示，H20芯片的许可要求将导致第 二季度营收减少80亿美元。英伟达预测第二季度营收约为450亿美元，这一损失影响显著。 7月15日，据央视新闻，英伟达公司创始人兼首席执行官黄仁勋接受采访时表示："美国政府已经批准了 我们的出口许可，我 ...

Core Insights - The Bilibili World 2025 (BW 2025) event showcased significant growth in attendance and international participation, with 400,000 attendees, a 60% increase from the previous year [1][3] - The event featured 167 global exhibitors and attracted a diverse audience from over 20 countries, highlighting the international appeal of ACGN culture [1][2] Group 1: Event Overview - BW 2025 took place from July 11 to July 13 at the National Exhibition and Convention Center in Shanghai, covering an exhibition area of 240,000 square meters, making it the largest ACGN event in Asia [1] - The event saw a record high of 13% passport ticket purchasers, indicating a growing international audience [1][2] Group 2: International Participation - Attendees included fans from countries such as Russia, Brazil, Saudi Arabia, and Egypt, showcasing the global reach of ACGN culture [2] - The event trended on Japanese Twitter, reaching the 6th position, further emphasizing its international significance [2] Group 3: Economic Impact - The influx of 400,000 young attendees significantly boosted local consumption in Shanghai, with hotel bookings near the venue increasing nearly fivefold compared to the previous year [3] - Bilibili's collaboration with over 1,000 local businesses provided attendees with various discounts and benefits, enhancing the overall experience [3]

Core Viewpoint - The Chinese automotive industry is facing challenges such as "involutionary" competition and a persistent decline in profit margins, necessitating a shift from price-driven to value-driven market strategies [1][3]. Group 1: Industry Performance - In the first half of 2025, China's automotive industry achieved remarkable results, with both production and sales exceeding 15 million units for the first time, and new energy vehicle sales growing over 40% year-on-year [2]. - The automotive export market also experienced double-digit growth, indicating a positive trend in international competitiveness [2]. Group 2: Challenges and Solutions - The automotive industry's profit margins have been declining for nearly eight years, leading to a critical situation of "increment without profit" that needs urgent resolution [3]. - Industry leaders emphasize the need for innovation and focus on key technologies, particularly in new energy and intelligent connected vehicles, to enhance competitiveness and profitability [3]. - There is a consensus among industry experts that understanding and meeting consumer emotional needs is becoming a core competitive advantage in automotive product development [3]. Group 3: Collaborative Efforts - Industry stakeholders are encouraged to foster a new type of competitive and cooperative relationship, aiming to create new technologies, products, and business models to cultivate new growth areas in the industry [3].

不到一个月，科创板改革"1+6"政策迎来新进展。7月13日，上海证券交易所发布了《上海证券交易所科创板上市公司自律监管指引第5号——科创 成长层》（简称《科创成长层指引》）等一系列重要通知，并自发布之日起施行。这意味着，市场期待已久的科创成长层等系列举措正式落地。 根据配套业务规则，科创板存量32家未盈利企业将自《科创成长层指引》发布实施之日起进入科创成长层，新注册的未盈利企业将自上市之日起 进入；借鉴境外市场的经验，在科创板试点引入IPO预先审阅机制；在科创板试点引入资深专业机构投资者制度，从适用科创板第五套上市标准的 申报企业开展试点，鼓励发行人自主认定并充分披露资深专业机构投资者入股情况。 科创成长层调出条件实施"新老划断" 备受关注的《科创成长层指引》发布实施后，上交所表示将重点抓好坚守科创成长层定位、科创成长层调出条件实施"新老划断"、强化风险导向 信息披露、加强投资者适当性管理4个方面工作，推动改革尽快落地见效。 对于"准入门槛"，上交所表示，这次改革没有针对未盈利企业纳入科创成长层设置额外的上市门槛，存量32家未盈利企业将自指引发布实施之日 起进入科创成长层，新注册的未盈利企业将自上市之日起进入 ...

在面包新语广深公司向广州日报新花城记者出具的《关于市场运营情况的说明》中提到，"广深地区 的'面包新语'门店运营主体与报道中提及的成都地区相关门店运营主体在法律及经营层面均无任何隶属 关系或关联。广深市场运营稳健良好，广深'面包新语'自2005进入华南市场......目前，我们在广深地区 的84家门店均正常营业，运营有序，供应链稳定，产品供应充足。"据其透露，广深区域近期已完成3家 门店焕新开业：广州太阳城店、深圳宝安大千里店、深圳新沙天虹店。2025年8月至12月，还将陆续开 业8家新店：8月有深圳KK Mall店、湾区书城店；9月有广州维多利店、深圳龙岗COCO Park店、深圳西 丽天虹店；10月有深圳深业上城店；11月有深圳怀德万象汇店；12月广州华新333广场店。 近日，有媒体报道成都"面包新语""集中闭店"，导致消费者储值卡无法使用。对此，面包新语四川官方 微信服务号已于2025年6月26日发布《退卡公告》，称因公司整体发展规划，将对旗下门店进行改造升 级，并为储值卡用户办理退款。 凌雁管理咨询首席咨询师、餐饮及食品行业分析师林岳告诉记者，面包新语在中国市场采用的"城市级 区域代理"模式，以地级市 ...