Group 1 - The profitability of steel mills continues to improve, indicating a positive trend in the industry [1] - There is no expectation of a reduction in blast furnace production, which may impact supply dynamics [1] - Iron ore prices are still considered undervalued, suggesting potential investment opportunities [1]

上海市人民政府办公厅印发《上海市支持企业加强基础研究 增强高质量发展新动能的若干措施》。其 中提到，支持企业设立基础研究公益基金。支持企业和社会力量设立基础研究公益基金会，引导带动全 社会捐赠支持基础研究事业。对基础研究公益基金会支持的基础研究项目，按照基金会投入的50%给予 共同支持。鼓励高校基金会拓展资助方向，进一步加强对基础研究的资助。 ...

上海市人民政府办公厅印发《上海市支持企业加强基础研究 增强高质量发展新动能的若干措施》，其 中指出，支持企业持续加大基础研究投入力度。支持企业加大基础研究投入力度，加强技术储备。基础 研究投入达到或超过1亿元/年的企业，给予一次性财政补助1000万元；5000万元（含）至1亿元（不 含）/年的企业，给予一次性财政补助500万元；1000万元（含）至5000万元（不含）/年的企业，给予 一次性财政补助200万元。 ...

Group 1 - The main contract for coking coal continues to rise, with an increase of 1.84%, reaching 1135 CNY/ton, after previously dropping over 4% [1] - The main contract for coke has narrowed its decline to 0.53%, currently priced at 1610.5 CNY/ton [1]

泰国与柬埔寨代表于8月4日在马来西亚展开泰柬边境联合委员会秘书处会议，为即将在8月7日举行的泰 柬边境联合委员会防长级会议进行前期准备。柬埔寨和泰国7月24日开始在边境地区发生冲突，双方互 相指责对方违反国际法。在马来西亚总理安瓦尔主持下，两国于7月28日举行会谈并同意从当日24时 起"立刻且无条件"停火，并约定召开泰柬边境联合委员会会议以推动恢复边境地区和平与稳定。会议定 于8月4日至7日举行，其中4日至6日举行秘书处会议，7日举行边境联合委员会特别会议。(央视新闻) ...

Core Viewpoint - The completion of China's first replicative Tian Tan smallpox vaccine vector HIV vaccine Phase I clinical trial marks a significant advancement in HIV vaccine research in the country [1] Group 1 - The research was conducted by the Chinese Center for Disease Control and Prevention's AIDS Prevention Center and other teams [1] - The innovative approach utilizes the "Tian Tan strain" smallpox virus, previously used to eradicate smallpox, as a vector [1] - The trial confirmed the safety of the vaccine and its ability to elicit an effective immune response [1]

焦煤期货主力合约日内涨幅扩大至1%，此前一度跌超4%。 ...

Core Insights - Beijing Harmony Hospital and Alibaba Damo Academy have formed a strategic partnership to explore multi-disease AI screening services based on Damo Academy's "One Scan, Multiple Checks" medical AI technology [1] Group 1 - The collaboration will focus on promoting digestive tumors and chronic disease screening using "plain CT + AI" technology [1]

智通财经8月4日电，据南非证券交易所数据，外国投资者上周五净卖出17.8亿兰特（9870万美元）的南 非股票。 ...

智通财经8月4日电，高盛分析师Aurelia Waltham预计，三季度余下时间里铁矿石交易价格将在每吨95美 元至100美元之间。 ...