7月16日至20日，第三届中国国际供应链促进博览会在北京召开。本届链博会专门设立了清洁能源供应链展区，展示了清洁能源从供给到消纳的全周期产业 链，以及清洁能源发展的新技术、新产品和新趋势。 太阳能、风能、氢能、储能等可再生能源因此广受关注。徐忠华说，由于可再生能源行业具有更强的制造属性，改变了之前以自然资源禀赋为主的传统能源 体系，行业竞争门槛更低，更新换代更快，也更需要技术创新。 联合国工业发展组织投资和技术促进办公室（中国·北京）环境与气候议题专家姜灏在同一场活动中提到，国内的可再生能源技术和产品已经走向全球，尤 其是为发展中国家、特别是欠发达地区，带来了丰富的能源供应。 盛隆电气集团有限公司总裁谢洪潮表示，清洁能源不仅涉及能源供应端，还包括中间的输配电环节和末端的用电环节如何实现清洁化。 参加链博会的清洁能源企业也着重展示了如何在输配电环节、用电环节的清洁化应用。比如，星巴克中国与远景能源达成了一项战略合作，共同建设绿色门 店、星巴克咖啡创新产业园、数字化碳管理平台等，推进店配车辆电动化、试点干线运输电动重卡等，实现终端清洁能源化。 目前，中国是可再生能源产品的主要供应国。中国已经构建了全球最大、发展最 ...

Core Viewpoint - The ongoing legal and administrative disputes surrounding the licensing of the Yongxing Gas Company highlight significant regulatory challenges and inconsistencies in the approval process for liquefied petroleum gas operations in Yuyao City [1][2][3]. Licensing Application Process - Yongxing Gas has been attempting to obtain a bottled liquefied petroleum gas operating license since 2016, but has faced repeated rejections from the Yuyao Housing and Urban-Rural Development Bureau [1][2]. - The Zhejiang Provincial High Court has ruled multiple times against the bureau's decisions, citing abuse of power and failure to comply with legal requirements [1][2][11]. - The company has been involved in various legal proceedings, including administrative reviews and lawsuits, which have often resulted in the annulment of the bureau's decisions [1][10][11]. Regulatory Framework - The regulatory environment for bottled liquefied petroleum gas in Ningbo City is governed by several laws and regulations, including the "Ningbo City Gas Management Regulations" and the "Zhejiang Province Bottled Gas Operating License Management Measures" [4][5][6]. - The distinction between industrial and civil gas operations is significant, with different licensing requirements and oversight authorities [5][6]. Administrative Challenges - The Yuyao Housing and Urban-Rural Development Bureau has cited various reasons for denying the license, including incomplete documentation and failure to meet safety standards [2][12]. - Despite the court rulings, the bureau has continued to issue rejections based on new criteria, leading to further legal disputes [11][12]. Current Status and Future Outlook - As of 2025, the Yuyao Housing and Urban-Rural Development Bureau indicated that the chances of Yongxing Gas obtaining the necessary license are slim due to new regulatory restrictions on the number of gas supply stations [15]. - The company has expressed concerns that the evolving regulatory landscape will further hinder its ability to secure the operating license [15].

Core Viewpoint - The launch of the AI education innovation platform by Shengtong Education aims to support the national policy for the popularization of AI education in primary and secondary schools by 2030 [1][2]. Group 1: AI Education Platform - Shengtong Education's AI platform integrates education, development, and practical functions, providing a complete AI learning system for teachers and students [1]. - The platform covers all stages of learning, helping students quickly grasp core AI competencies in the classroom [1]. Group 2: National Policy and Goals - The Ministry of Education has mandated the popularization of AI education in primary and secondary schools by 2030, requiring extensive course resources and teaching tools [1][2]. - The 2024 notification from the Ministry outlines six tasks and four support measures to systematically promote AI education in schools [2]. Group 3: Course Offerings - Shengtong Education currently offers free foundational courses for grades 1-6, as well as for grades 7, 8, and 10, with eight class hours per academic year [1]. - In addition to foundational courses, the company plans to provide more elective courses to give schools additional options [2]. Group 4: Challenges and Opportunities - The majority of schools currently face challenges in implementing AI courses due to limited resources and teacher preparedness [3]. - Shengtong Education aims to address these challenges by training teachers and providing learning resources, positioning itself to capitalize on the growing demand for AI education [3]. Group 5: Company Background - Established in 2017, Shengtong Education is part of Shengtong Co., Ltd. and focuses on creating a comprehensive ecosystem for youth technology education [3]. - The company has acquired several technology education and AI firms, enhancing its capabilities in the sector [3].

此次增资完成后，中信金租资本实力将跻身金融租赁行业第一梯队。数据显示，截至2024年末，全国金 融租赁公司数量为71家，其中注册资本超百亿元的不足10家，包括交银金租（200亿元）、工银金融租 赁（180亿元）、国银金融租赁（126亿元）、招银金租（120亿元）等头部机构。中信金租加入"百亿俱 乐部"，不仅提升了自身的市场地位，也加剧了行业内的竞争态势。这反映了金融租赁行业近年来资本 加速集中的趋势，大型租赁公司凭借更强的资本实力，在获取优质项目、抵御风险方面具有明显优势。 中信银行7月18日发布公告，宣布其全资子公司中信金融租赁有限公司（以下称"中信金租"）已完成60 亿元增资及工商变更登记，注册资本从40亿元大幅提升至100亿元。 此次增资采取"现金+利润转增"的模式，其中30亿元来自中信银行直接注资，另外30亿元则通过未分配 利润转增完成。这种双轨并行的增资方式在业内颇具示范意义，既体现了母公司对子公司发展的大力支 持，又展现了中信金租自身强劲的盈利能力和资本积累。这一显著的动作，不仅标志着中信金租资本实 力的质的飞跃，更在当前金融行业竞争加剧、监管要求趋严的背景下，释放出中信银行深化布局金融租 赁板块 ...

调研数据显示，企业消费存在明显行业、地域、企业发展阶段、企业地理布局等差异。以行业为例，新 能源车企因车辆极限测试的需要，企业消费会呈现季节性波峰波谷，冬季出现大量集中在东北漠河等极 寒城市的差旅需求，夏季差旅集中在极热边缘小城；某下沉茶饮品牌因市场拓展和运营需要，员工差旅 需求多出现在四五线城市、县城甚至乡镇；某大型银行企业客户网点遍布全国，因企业食堂无法统一覆 盖，就会在三四线城市产生员工餐补、福利发放等各类需求。 为服务好不同行业的不同企业客户，美团企业版需搭建起覆盖全国、稳定可靠的供应链体系，且通过企 业个性化定制，实现"需求—消费—支付—结算"闭环，在保证员工工作体验的同时，实现企业消费管理 的透明可追溯，提升行业整体合规水平。 "针对A股5219家上市公司的跟踪调研显示，中国企业消费管理效率不断提升，正在发生从'量变'到'质 变'的根本性转变。"美团企业版总经理康凯7月18日在第19届CFO大会上分享《「费」创价值：CFO战 略跃迁新引擎——企业消费管理全景报告2025》（以下简称《报告》）时表示。《报告》显示，中国企 业消费市场已达万亿级规模，随着"价值创造"替代"成本控制"成为主流企业消费理念 ...

当今世界，如何保持供应链智能化、绿色化、全球化，是全球各国都在关注的重大课题。 7月16日至20日，第三届中国国际供应链促进博览会（下称"链博会"）在北京举办，651家中外企业和机构参会。这场盛会让北京成为全球供应链合作的焦点 舞台。 本届链博会，山东以主宾省身份携78家企业、2600平方米展区及1000余件展品登场。这些企业与展品覆盖新一代信息技术、农业装备、港口物流等多个关键 领域，带来了从新一代信息技术的技术攻坚、农业装备的绿色突破到港口物流的效率革新等丰富创新实践。这些企业与展品不仅生动展现了山东从传统制造 向现代化供应链跃迁的历程，更精准呼应了全球产业链对"韧性"与"协同"的核心诉求。 本届参会的山东企业目的各有不同，他们有的希望展示创新技术与产品，有的希望精准对接上下游企业，有的希望与全球伙伴深化协同创新，有的希望参与 国际合作以应对供应链风险。但他们绝大多数都有这样的共识：借链博会这个"展链条、展生态、展场景"的平台，深化产业链供应链协同发展，共同助力全 球供应链的稳定、持续、健康发展。 智能重构 浪潮集团有限公司（下称"浪潮集团"）的展台前，4款首发新品构成了该公司积极培育发展新质生产力的最新 ...

Core Viewpoint - The chemical industry is undergoing significant transformation driven by the dual goals of carbon neutrality and digitalization, responding to government mandates for energy reduction and carbon emission cuts [1][4]. Group 1: Industry Transformation - The State Council's "2024-2025 Energy Saving and Carbon Reduction Action Plan" emphasizes the need for energy efficiency upgrades in the petrochemical sector, with a target for outdated capacities to be either upgraded or eliminated by the end of 2025 [1]. - Chemical companies are increasingly focusing on high-end, intelligent, and green development strategies to seize the opportunities presented by industry upgrades [1][10]. - The partnership between New Hope Chemical and Schneider Electric aims to create energy management solutions that facilitate a green transition for Huaron Chemical [3][7]. Group 2: Digitalization and Energy Management - Huaron Chemical is focusing on digital upgrades as a core driver for innovation and growth, emphasizing the need for experienced teams in energy management and operations to ensure effective energy monitoring and management [4][10]. - The collaboration with Schneider Electric includes a comprehensive service system that covers the entire lifecycle of energy management, from consulting to operational management [5][7]. - The implementation of a customized energy management system allows for real-time monitoring and visualization of energy consumption, enhancing the ability to identify energy-saving opportunities [8]. Group 3: Performance Metrics and Recognition - Since the initiation of the digital transformation, Huaron Chemical has achieved a 35% increase in production efficiency and a 6% reduction in overall energy consumption, with cumulative savings exceeding 10 million yuan over three years [10]. - The company has received multiple accolades, including recognition as an "Outstanding Scene of Intelligent Manufacturing" by the Ministry of Industry and Information Technology and as a "Leader in Carbon Peak" in China [10]. - The transformation is viewed as a comprehensive restructuring of energy management and production operations rather than merely replacing equipment [10].

Core Insights - MiniMax, one of the "AI Six Tigers," is preparing for an IPO in Hong Kong, which has garnered significant industry attention [1] - Founded in December 2021, MiniMax focuses on developing general artificial intelligence technologies and aims to be a leader in the IPO process among large model startups [1] Group 1: Company Overview - MiniMax was established in December 2021 and specializes in general artificial intelligence technology, integrating text, voice, and visual modalities into a unified large model [1] - The company has launched several consumer-facing products, including AI role-playing products Glow and the overseas version Talkie, which achieved high download rankings in 2024 [2] Group 2: Financial Performance - Following a $600 million Series B funding round led by Alibaba in March 2024, MiniMax's valuation reached $2.5 billion [3] - The company is nearing completion of a $300 million Series C funding round, which will increase its valuation to $4 billion [3] Group 3: Product Development - MiniMax released the MiniMax-M1 model in June 2023, claiming it to be the world's first large-scale mixed attention inference model with open weights, supporting 1 million token context input and 80,000 token output [2] - The M1 model requires significantly less computational power compared to competitors, needing only 30% of the power of DeepSeek R1 for 80,000 token deep inference [2] Group 4: Market Position and Competition - MiniMax's daily active users for Talkie and Xingye reached approximately 3 million, significantly outpacing ByteDance's similar product, which had around 300,000 to 400,000 users [3] - The company is in competition with Zhiyu Technology, which is also preparing for an IPO and has a valuation of 40 billion yuan, indicating a competitive landscape among AI startups [4]

Group 1 - The core point of the news is that the company, Upwind New Materials, has experienced a significant stock price increase of over 330% since its resumption of trading on July 9, following a suspension due to a major shareholder's planned changes that may lead to a change in control [1][2] - Upwind New Materials announced that Zhiyuan Robotics intends to acquire at least 63.62% of its shares, with the share transfer price set at 7.78 yuan per share, totaling 941 million yuan [1][3] - The acquisition, if successful, will mark the first acquisition case of a physical intelligence enterprise on the Sci-Tech Innovation Board since the implementation of the "National Nine Articles" and "Merger Six Articles" [3] Group 2 - Upwind New Materials, established in 1992 and listed on the Sci-Tech Innovation Board in 2020, specializes in high-performance corrosion-resistant materials and materials for wind turbine blades, which complement Zhiyuan Robotics' hardware manufacturing needs [4] - In 2024, Upwind New Materials is projected to achieve a revenue of 1.494 billion yuan, a year-on-year increase of 6.73%, and a net profit attributable to shareholders of 88.681 million yuan, a year-on-year increase of 25.01% [4] - In the first quarter of this year, the company reported an operating revenue of 369 million yuan, a year-on-year increase of 10.65%, and a net profit attributable to shareholders of 22.551 million yuan, a year-on-year increase of 22.26% [4]

Core Insights - A significant automotive collaboration agreement has been signed in Europe, aiming to enhance the region's "soft power" through the development of a shared automotive software platform called "S-CORE" [2][3] - The alliance includes major automotive players such as Volkswagen, BMW, and Mercedes-Benz, and aims to accelerate the transition to software-defined vehicles (SDVs) by creating an independent and open software ecosystem [2][4] - The initiative is a response to Europe's lagging software ecosystem and aims to address the challenges faced by European automakers in software development [7][10] Group 1: Collaboration and Objectives - The S-CORE project is based on an open-source model, differing from traditional standards-based approaches, and aims to reduce basic software development costs by 30% [3][5] - The alliance plans to release a production-ready software architecture by 2026 and achieve full vehicle-level open-source software integration by 2030 [2][5] - The collaboration seeks to establish a unified software foundation for European automakers, enhancing their competitive edge against U.S. and Chinese companies [10][12] Group 2: Challenges and Concerns - Despite the potential benefits, there are concerns regarding the efficiency of collaboration among major automakers and the risk of stifling innovation due to the complexity of the software issues [10][11] - The software development landscape in Europe has been marked by failures, such as Volkswagen's Cariad, which has faced significant delays and challenges in delivering software solutions [7][8] - The alliance's success may be hindered by the long-standing hardware-centric approach of European automakers and the shortage of software talent [10][11] Group 3: Market Implications - The establishment of the S-CORE alliance reflects a growing consensus that digital services and software revenues will become a primary source of profit for automakers [8][9] - The alliance's outcomes may not significantly impact the Chinese market, as many European automakers have already begun developing independent software ecosystems tailored to local needs [12][13] - In contrast to Europe's approach, China's automotive industry is rapidly advancing in software open-source initiatives, focusing on market-driven solutions and faster implementation [13][14]