Group 1 - The number of job openings in the U.S. decreased from a revised 7.71 million in May to 7.44 million in June, below the market expectation of 7.5 million, indicating a cooling labor market but still a stable overall demand for workers [1] - The decline in job openings was broad-based, primarily driven by the accommodation and food services, healthcare, and finance and insurance sectors [1] - The job openings remain above pre-pandemic average levels, suggesting a relatively healthy demand for workers despite a slowdown in hiring and longer time for unemployed individuals to find new positions [1] Group 2 - The hiring rate in June slowed to 3.3%, the lowest level since November of the previous year, while layoffs remained low and voluntary resignations were scarce, indicating decreased confidence in finding new jobs [1] - The ratio of unemployed workers to job openings remained at 1.1, down from a peak of 2:1 in 2022, which is closely monitored by Federal Reserve officials as a measure of labor supply and demand balance [2] - An independent report indicated that consumer confidence in July improved as concerns about the broader economy and labor market outlook eased [2]

（文章来源：金十数据） 美国国家飓风中心：夏威夷正南方的"伊奥纳"几乎成为4级飓风。 ...

AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 美国6月份的职位空缺在前两个月连续跃升后有所下降，但仍徘徊在一个表明劳动力需求总体稳定的水 平。 根据美国劳工统计局周二公布的数据，职位空缺从5月份修正后的771万个减少到744万个，低于市场预 期的750万个。 每个失业工人对应的职位空缺数——美联储官员作为劳动力供需平衡的一个代表指标而密切关注的比率 ——保持在1.1。在2022年的峰值时期，该比率为2比1。 一些经济学家对JOLTS数据的有效性提出了质疑，部分原因是该调查的回复率低且修正幅度大。招聘网 站Indeed一个每日报告的类似指数显示，6月份的职位空缺有所下降，延续了今年以来稳步下降的趋 势。 周二的另一份独立数据显示，随着对更广泛经济和劳动力市场前景的担忧有所缓解，美国7月份的消费 者信心有所增强。 劳动力市场的状况将是本周美联储政策会议的一个主要议题。美联储主席鲍威尔曾将劳动力市场描述 为"稳固"，并以关税对通胀影响的不确定性作为维持利率稳定的理由。 外界普遍预计官员们本周会再次这样做，但一些希望提振正在放缓的劳动力市场的决策者可能会提出异 议。这一点在将于周五公布的7月份非农就业报告 ...

欧佩克+打开石油阀门的惊人举动所带来的财务阵痛，目前看来正在消退，至少现在是这样。 四个月前，当沙特及其合作伙伴同意迅速恢复原油生产时，其后果似乎是灾难性的：油价暴跌至四年低 点，随着国家收入的减少，生产商面临着日益扩大的预算赤字。 然而，主要的不确定性在于，这次油价初步的反弹是否能够持久。 早些时候，IG的市场分析师Tony Sycamore说，美国和欧盟之间的协议支持了全球金融市场和油价。 高盛集团和摩根大通的石油预测师普遍预计，今年晚些时候油价将出现暴跌，因为来自欧佩克+的额外 产量将加剧由疲软的中国需求和充裕的美国供应所造成的过剩。这可能再次大幅削减欧佩克+的收入， 甚至迫使该联盟撤回最近的增产决定。 八个关键的欧佩克+国家将在本周末决定9月份的另一次大幅增产，荷兰国际集团预计，欧佩克+至少将 在9月底之前完全恢复每天220万桶的额外自愿减产，比原计划提前一年。 该联盟赚的钱仍比其拧松龙头之前要少，并且在未来几个月可能面临更深的下滑。但就目前而言，沙特 可以感到安慰的是，推行如此大胆战略所带来的打击并没有更糟。 （文章来源：金十数据） 但随后的几个月带来了一些慰藉，期间欧佩克+宣布了进一步的供应增加。 ...

随着基准布伦特原油价格回升至每桶70美元，且各国的生产目标有所提高，欧佩克四个关键中东成员国 的产出名义价值已攀升至自2月份以来的最高水平。根据Rystad Energy A/S数据的计算，本月该数值跃 升至近14亿美元/日。 然而，主要的不确定性在于，这次油价初步的反弹是否能够持久。 早些时候，IG的市场分析师Tony Sycamore说，美国和欧盟之间的协议支持了全球金融市场和油价。 高盛集团和摩根大通的石油预测师普遍预计，今年晚些时候油价将出现暴跌，因为来自欧佩克+的额外 产量将加剧由疲软的中国需求和充裕的美国供应所造成的过剩。这可能再次大幅削减欧佩克+的收入， 甚至迫使该联盟撤回最近的增产决定。 八个关键的欧佩克+国家将在本周末决定9月份的另一次大幅增产，荷兰国际集团预计，欧佩克+至少将 在9月底之前完全恢复每天220万桶的额外自愿减产，比原计划提前一年。 欧佩克+打开石油阀门的惊人举动所带来的财务阵痛，目前看来正在消退，至少现在是这样。 四个月前，当沙特及其合作伙伴同意迅速恢复原油生产时，其后果似乎是灾难性的：油价暴跌至四年低 点，随着国家收入的减少，生产商面临着日益扩大的预算赤字。 但随后的几个月 ...

焦煤方面，上周煤矿开工率继续回升，煤矿原煤和精煤日均产量均有增加，蒙煤进口逐步恢复，供应增 加预期，下游钢焦补库积极性提升，贸易商囤货情绪浓烈，促使上游煤矿库存延续下降，达9个月新 低，现货价格持续上涨。焦炭方面，焦炭供需两强，铁水产量高位对焦炭有较强支撑，钢厂对焦炭采购 积极性较好，四轮提涨落地。综合来看，双焦经历暴跌，价格波动较大，不过短期双焦基本面偏强，预 计回调后维持震荡走势。操作上焦煤2509合约单边建议观望，参考支撑位1000元/吨。 一德期货：期现参与度较高，远期存集中抛售风险 从基本面看，成材矛盾依然不强，期现正套加仓入场，现货坚挺。而钢厂订单充足，库存前移，利润丰 厚，铁水维持高位，对原料又形成支撑，整体来说还在正向反馈阶段。后期主要的风险在于高价格带来 的供应增加，与终端需求不足之间的时间错配，毕竟无论是材还是矿，在供应上都没有瓶颈可言，只要 有利润就有增量。煤略有不同的是，由于安监和环保原因，国产煤复产力度不强，且阅兵前预计煤矿出 于安全角度考虑，也会比较谨慎，但蒙煤进口提量，对内煤也有一定补充，如进口继续增加，焦煤可匹 配铁水量将从当前的238万吨恢复到240万吨左右，因此后期需观察蒙 ...

一位知名债券经理表示，美联储不降息正在冒着制造"金德尔伯格螺旋"（Kindleberger Spiral）式通缩衰 退的风险。 "金德尔伯格螺旋"的概念来源于著名经济学家查尔斯·金德尔伯格（Charles Kindleberger）。他在1973年 撰写了一本关于"大萧条"的开创性著作，该书在2013年由著名经济学家布拉德·德隆（Brad DeLong）和 巴里·艾兴格林（Barry Eichengreen）进行了修订。 其核心思想是，当"以邻为壑"的关税政策普遍存在时，世界储备货币的中央银行必须提供流动性，以弥 补资本流动收缩造成的损失。 总部位于德克萨斯州奥斯汀的霍辛顿投资管理公司（Hoisington Investment Management Co.，简称 HIMCO）是一家知名的债券投资商，其季度信函以将宏观经济概念提炼成投资理念而闻名。在其第二 季度信函中，该公司阐述了关税带来的"后期效应"，即受关税影响的商品需求量和价格都会下降。 尽管存在流动性方面的担忧，但作者们仍然支持提高关税，他们指出美国工业基础的空心化问题，这一 问题在疫情期间和俄乌冲突导致的供应链中断中暴露无遗。 他们表示："关税，尽 ...

在农产品非关税壁垒和"不合理的数字贸易壁垒"方面，白宫的极端主张同样遭到欧盟委员会简洁有力的 反驳。"数字监管和数字税收方面绝对没有承诺"，欧盟高级官员对媒体表示，"我们在食品安全和监管 权方面未作任何让步。" 美欧贸易协议的墨迹尚未干透，双方对协议内容的解读已出现明显分歧。观察人士指出，特朗普政府对 这份协议的自夸式反应，与欧盟方面理解的版本存在显著差异。 对特朗普总统而言，这份协议是"历史性的"、"巨大的"、"里程碑式的"；而代表欧盟参与谈判的塞夫科 维奇（Maros Sefcovic）则委婉表示："这是我们能争取到的最好结果。" 白宫发布的情况说明书强调乐观的能源和投资目标，而欧盟的解释却暗示多个领域存在豁免空间。双方 虽就15%的基准关税达成一致，但具体细节很快出现"平行叙事"。 例如，白宫文件称药品关税将于8月1日生效，但据欧洲新闻台引述欧盟委员会官员的说法，该税率需待 美国完成国家安全调查后才会实施，"本周五不会对药品征收任何关税"。 欧洲新闻台记者利博雷罗（Jorge Liboreiro）在社交媒体指上出，白宫宣称欧盟将在2028年前向美国经 济投资6000亿美元、能源领域投入7500亿美元，但 ...

（文章来源：金十数据） 市场消息：印度准备应对美国征收20%至25%的关税。 ...

Group 1 - Anke Detection's actual controller, He Xianing, is planning a share transfer and control change, leading to a stock suspension [2] - Huaneng International reported a net profit of 9.262 billion yuan for the first half of 2025, a year-on-year increase of 24.26%, while revenue decreased by 5.70% to 112.032 billion yuan [3] - Redik announced that some robot customer orders have entered the mass production stage, with plans for two dedicated production lines to be operational by late September to early October 2025 [4] Group 2 - Su Shi Testing reported a net profit of 117 million yuan for the first half of 2025, a year-on-year increase of 14.18%, with revenue of 991 million yuan, up 8.09% [5] - Palm Holdings signed 66 new contracts in the second quarter of 2025, totaling 1.661 billion yuan, with a backlog of 1124 contracts worth 22.582 billion yuan [6] - Fudan Microelectronics expects a net profit decline of 39.67% to 48.29% for the first half of 2025, with revenue projected between 1.82 billion and 1.85 billion yuan [7] Group 3 - Weisheng Information reported a net profit of 305 million yuan for the first half of 2025, a year-on-year increase of 12.24%, with revenue of 1.368 billion yuan [8] - Suzhou Planning's shareholder plans to reduce holdings by up to 2.50% [9] - *ST Tianwei expects a net profit increase of 2065% for the first half of 2025, driven by increased demand for its fire suppression systems [9] Group 4 - Zhongbei Communication terminated the acquisition of a 55% stake in PT.Semesta Energi Services due to unmet conditions [9] - Huayuan Fragrance's controlling shareholder plans to reduce holdings by up to 3% [10] - Jinbei Electric reported a net profit of 296 million yuan for the first half of 2025, a year-on-year increase of 7.46% [11] Group 5 - Nan Fang Road Machine's stock price has significantly outperformed the industry average, with a TTM P/E ratio of 48.16 compared to the industry average of 32.19 [11] - Quzhou Development is planning to issue shares to acquire assets and raise matching funds, leading to a stock suspension [11] - Wei De Information's shareholders plan to transfer 4% of the company's shares [12] Group 6 - YN Holdings plans to invest 1 billion yuan to establish a new subsidiary focused on smart energy [14] - China Merchants Heavy Industry intends to build six Newcastle-type bulk carriers for a total of 3.168 billion yuan [15] - Dao Shi Technology signed a strategic cooperation agreement to enhance the development of humanoid robot components [15] Group 7 - Chang'an Automobile's indirect controlling shareholder will change to China Chang'an Automobile Group, with no change in actual control [17] - Pingmei Co. plans to apply for a loan of 1.344 billion yuan for a digital transformation project [18] - Guangzhi Technology reported a net profit of 23.9988 million yuan for the first half of 2025, a year-on-year increase of 167.77% [19] Group 8 - *ST Yuan Cheng received an administrative sanction from the Zhejiang Securities Regulatory Commission for inaccurate disclosures [20] - Shima Power plans to repurchase shares worth between 300 million and 400 million yuan [21] - Fangbang Co. reported that its sales of removable copper products accounted for less than 0.3% of total revenue [22] Group 9 - Greenland Holdings achieved a contract sales amount of 33.895 billion yuan in the first half of 2025, a year-on-year increase of 6.46% [23] - Xizang Tourism has disclosed multiple abnormal trading announcements due to stock price fluctuations [24] - Xizang Tianlu's convertible bonds experienced significant price deviations, with a closing price of 481.8 yuan per bond [25] Group 10 - Jiahe Meikang's shareholder plans to reduce holdings by up to 3% [26] - Greenland Holdings reported a 31.04% year-on-year decline in infrastructure project amounts for the second quarter of 2025 [27] - Liyuan Technology's actual controller was sentenced to one year in prison for information disclosure violations [28] Group 11 - Huakong Technology plans to acquire a 6% stake in Jinghe Integration for 2.393 billion yuan [29][30] - New Asia Electronics reported that its high-frequency and high-speed copper cable sales accounted for a small portion of total revenue [30] - China Foreign Trade's REIT issuance is expected to increase net profit by approximately 390 million yuan for 2025 [30] Group 12 - Hainan Development's subsidiary has reduced production due to a furnace shutdown [31] - Jianglong Shipbuilding is the first candidate for a 78.55 million yuan transportation project [32] - Dong'an Power's indirect controlling shareholder will change to China Chang'an Automobile Group [33] Group 13 - Enhua Pharmaceutical reported a net profit of 700 million yuan for the first half of 2025, a year-on-year increase of 11.38% [34] - Wantong Intelligent signed an exclusive sales agreement in the embodied intelligence field [34] - China CNR signed contracts totaling approximately 32.92 billion yuan [35] Group 14 - Hunan Tianyan's indirect controlling shareholder will change to China Chang'an Automobile Group [36] - Chenxin Pharmaceutical's stock price has experienced significant fluctuations without undisclosed major information [36] - Anhui Construction won a highway project with an estimated total investment of 3.614 billion yuan [37] Group 15 - Kaimete Gas reported a net profit of 55.8461 million yuan for the first half of 2025, a year-on-year increase of 199.82% [38] - Lifang Pharmaceutical received approval for a raw material drug listing [39] - Shanghai Pharmaceuticals received clinical trial approval for a new indication of B019 [40] Group 16 - Nanya New Materials expects a net profit increase of 44.69% to 71.82% for the first half of 2025 [41] - Baotai expects a net loss reduction for the first half of 2025 [42] - Sains expects a net profit decrease of 57.53% to 60.13% for the first half of 2025 [42] Group 17 - Tian Pharmaceutical's subsidiary passed the consistency evaluation for a dialysis solution [43]