北京全市启动防汛一级应急响应 金十数据8月4日讯，据北京应急官微消息，8月4日13时00分，北京市升级发布暴雨红色预警信号。预计 今日午后开始，本市将出现强降雨天气，最强降雨集中在4日18时至5日05时。市防汛指挥部启动全市防 汛一级应急响应。 ...

Group 1 - The Swiss Consumer Price Index (CPI) for July is set to be released shortly [1]

Core Viewpoint - The yield on Japan's 30-year government bonds has increased by 1 basis point to 3.11% [1] Group 1 - The rise in yield indicates a potential shift in investor sentiment towards long-term government debt in Japan [1]

Core Viewpoint - The article highlights a significant movement in the coking coal market, with the main contract showing a price increase, indicating potential bullish sentiment among traders [1] Group 1: Market Movement - The coking coal main contract was reported at 1139 yuan/ton, reflecting a price increase of 2.20% [1]

主力资金监控：国防军工板块净流入超47亿 智通财经8月4日电，智通财经星矿数据显示，今日主力资金净流入国防军工、机械设备、银行等板块，净流出计算机、医药、电子 等板块，其中国防军工板块净流入超47亿元。个股方面，建设工业涨停，主力资金净买入5.77亿元位居首位，长城军工、航天电 子、山河智能主力资金净流入居前；中际旭创遭净卖出超6亿元位居首位，海康威视、胜宏科技、西藏天路主力资金净流出额居前。 | 排名 | 板块名称 | 主力资金净流入（亿元） | 主力资金净流入率(%) | | --- | --- | --- | --- | | | 国防军工 | 47.33 | 6.26 | | 2 | 机械设备 | 17.42 | 1.63 | | 3 | 银行 | 15.94 | 5.78 | | য | 有色金属 | 12.23 | 2.18 | | 5 | 通用设备 | 12.01 | 2.77 | | 排名 | 板块名称 | 主力资金净流出（亿元） | 主力资金净流出率(%) | | --- | --- | --- | --- | | – | 计算机 | -35.45 | -3.06 | | 2 | 矢药 | - ...

Core Insights - Fotowatio Renewable Ventures (FRV) has selected Envision Energy as its strategic partner for the H2 Cumbuco green hydrogen ammonia project in Brazil [1] - The project will feature a 500 megawatt electrolyzer plant and an integrated ammonia plant, expected to be operational by 2030, targeting markets in Brazil, Europe, and Asia [1] - Brazil is developing a low-carbon economy centered around green hydrogen ammonia, aiming to become a global green energy export hub [1] Company Summary - FRV will implement Envision's end-to-end green hydrogen ammonia plant solutions and engineering services [1] - The collaboration will leverage AI-driven coordination and innovative power system integration [1] Industry Summary - Brazil's Ministry of Energy released the National Hydrogen Plan in 2022, promoting the development of the green hydrogen ammonia industry utilizing wind and solar resources [1]

Core Insights - The collaboration between Jihoo Auto and GAC Energy focuses on sharing a charging network, which includes nearly 20,000 public charging piles, barrier-free parking, and rights to occupy spaces [1] Company Summary - Jihoo Auto has initiated a partnership with GAC Energy to enhance its charging infrastructure [1] - The shared resources will significantly improve accessibility for electric vehicle users [1] Industry Summary - The collaboration reflects a growing trend in the electric vehicle industry towards shared infrastructure to support the increasing demand for charging solutions [1] - The partnership aims to streamline the charging experience and reduce costs associated with charging infrastructure [1]

Core Insights - Malaysia's palm oil ending stocks for July are estimated at 2.25 million tons, reflecting a 10.8% increase compared to June [1] Group 1 - The increase in palm oil stocks indicates a potential oversupply situation in the market [1] - The data suggests that production levels may have risen, contributing to the higher inventory figures [1] - This trend could impact palm oil prices and market dynamics in the coming months [1]

市场消息：阿达尼集团寻求与比亚迪在电池领域建立合作关系，以推动可再生能源战略。 ...

国家电网据悉考虑再发点心债，募资规模至多100亿元人民币。（彭博） ...