据国新网7月14日消息，国务院新闻办公室将于2025年7月15日（星期二）下午3时举行"新征程上的奋斗 者"中外记者见面会，请民营企业家代表（名单附后）围绕"弘扬企业家精神，坚定做优秀中国特色社会 主义事业建设者"与中外记者见面交流。 官方公布的出席人员名单包括：杭州宇树科技股份有限公司创始人兼首席执行官王兴兴，山东魏桥创业 集团有限公司董事长张波，内蒙古鄂尔多斯投资控股集团有限公司总裁王臻，北京星河动力航天科技股 份有限公司创始人、董事长刘百奇、九州通医药集团股份有限公司董事长刘长云。 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 "爆得不能再爆了"！"喝不完，根本喝不完"！竞争形势将持续到双11？ 科创板重磅！上交所发布 来源：国务院新闻办公室网站 ...

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index up by 0.43% and the Shenzhen Component down by 0.23% as of midday [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 987.4 billion yuan, a decrease of 43.6 billion yuan compared to the previous trading day [1] Sector Performance - The humanoid robot sector experienced a surge, with Upwind New Materials achieving a four-day consecutive limit-up and Zhongdali De gaining two consecutive limit-ups [3][8] - The electric power sector also strengthened, with YN Energy hitting the limit-up within one minute of opening [5][6] - The pan-financial sector faced significant adjustments, with multi-financial and internet financial stocks leading the decline, including Nanhua Futures and Dazhihui hitting the limit-down [3][13] Individual Stock Highlights - YN Energy opened and quickly reached the limit-up, marking a two-day consecutive limit-up [6] - Upwind New Materials saw a remarkable increase, with a cumulative rise of 107.46% over four trading days following a major acquisition announcement [9][11] - Guolian Minsheng's H-shares surged nearly 39% shortly after opening, driven by strong earnings forecasts [17][20] - Huijing Holdings experienced a dramatic rise of over 316% shortly after its resumption of trading [21][25] Investment Insights - The electric power sector is expected to benefit from rising electricity demand due to high temperatures, with fire power generation likely to increase significantly [7] - The humanoid robot industry is anticipated to enter a phase of rapid production and expansion, positively impacting the entire supply chain [12] - The non-bank financial sector is undergoing adjustments, with companies like Dazhihui facing significant losses due to operational challenges [16]

今年上半年，我国进出口规模站稳20万亿元台阶，创历史同期新高。 往期推荐 今年上半年，货物贸易进出口21.79万亿元人民币，同比增长2.9%。 "爆得不能再爆了"！"喝不完，根本喝不完"！竞争形势将持续到双11？ 科创板重磅！上交所发布 海关总署7月14日在国新办新闻发布会上介绍2025年上半年进出口情况。 关注" 新华网财经 "视频号 更多财经资讯等你来看 二季度进出口同比增长4.5%，较一季度加快3.2个百分点，连续7个季度保持同比增长。 来源：中国证券报 ...

Core Viewpoint - The real estate market in China is showing signs of stability and growth, with significant increases in new and second-hand home transactions in the first half of the year [1][4]. Group 1: Market Activity - In first-tier cities, the new housing market is becoming increasingly active, with a notable rise in demand for larger units such as three and four-bedroom apartments [2]. - In Beijing, new residential sales reached 20,900 units in the first half of the year, marking an 11.9% year-on-year increase [2]. Group 2: Policy and Support - Beijing's housing authorities have reiterated their commitment to improving the housing supply system and optimizing policies to meet diverse residential needs [4]. - Industry experts believe that existing policies are positively impacting the market, and new measures will be introduced as needed to support ongoing growth [6]. Group 3: Regional Performance - Other major cities like Shenzhen, Shanghai, and Guangzhou are also experiencing high transaction volumes. In the first half of the year, Shenzhen saw 21,846 new homes sold, a 42% increase year-on-year; Shanghai had an average daily transaction of about 10,000 square meters, up 38%; and Guangzhou recorded 32,861 new homes sold, nearly a 17% increase [6].

Core Viewpoint - The article discusses various macroeconomic developments, regulatory updates, and company performance forecasts, highlighting opportunities and trends in different sectors, particularly in technology, finance, and logistics. Macroeconomic News - The State Council Information Office held press conferences on July 13 to discuss the import and export situation for the first half of 2025 and financial statistics for the same period [2][5]. - China's largest natural uranium production project, "Guo Uranium No. 1," successfully produced its first barrel of uranium, marking a significant breakthrough in energy resource security [5]. - The Ministry of Industry and Information Technology released work points for the integration of informatization and industrialization, emphasizing the implementation of "AI + manufacturing" actions [5]. - The cold chain logistics market in China is experiencing growth, with a projected total demand of approximately 192 million tons in the first half of 2025, a year-on-year increase of 4.35% [5]. Market Highlights - The Shanghai Stock Exchange published new self-regulatory guidelines for the Sci-Tech Innovation Board, aimed at enhancing the board's inclusivity and adaptability to better serve technological innovation [1][9]. - The Ministry of Finance adjusted the long-term investment assessment criteria for state-owned commercial insurance companies, changing the weight of net asset return rates and capital preservation rates [10]. - The National Financial Regulatory Administration introduced new management measures for financial institutions, effective February 1, 2026, to help consumers identify risks and choose suitable products [11]. Company Dynamics - JD.com is expanding its recruitment for short video-related positions, offering competitive salaries ranging from 45,000 to 70,000 yuan per month [16]. - Meituan reported a record high in instant retail order volume, with nearly 40 million orders, indicating strong performance in social media marketing channels [17]. - Cloud Tianli Fei announced plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its competitiveness and brand image [18]. - China Shenhua expects a net profit of 23.6 billion to 25.6 billion yuan for the first half of 2025, a decrease of 8.6% to 15.7% year-on-year due to lower coal sales and prices [21].

12日起，一场全国大范围的高温高湿"桑拿天"天气再一次拉开帷幕。预计未来三天（13日至15日），我 国中东部高温范围继续扩大、强度增强，下周初炎热程度将达鼎盛， 部分地区将出现40℃以上的酷热 天气 。同时，江南、华南降雨继续减少减弱，东北、华北等地阵雨或雷阵雨天气依然频繁。 7月14日起，华北南部至华南、新疆等地将出现大范围高温天气，其中，河北南部、河南、陕西关中、 湖北西部等地将成为高温核心区域，高温持续时间长、强度强， 部分地区最高气温可达39℃至43℃， 未来一周的高温日数可达6至7天 。 中东部高温范围广强度强 多地未来7天高温全勤 中央气象台13日6时继续发布 高温黄色预警 ： 随着大陆暖脊东移，与西伸的副热带高压合并增强，中东部高温范围继续扩大，强度增强，河北南部、 河南、陕西关中、湖北西部等地成为高温核心区域。同时 高温持续时间长、强度强，未来7天上述地区 高温日数可达6至7天，部分地区还将出现40℃以上的酷热天气 。 不仅白天热，不少地方夜间也热力十足，无论是最高气温还是最低气温，都可能是同期少见。其中，河 南郑州14日至15日将连续2天最高气温在40℃及以上，同时最低气温也可达30℃左右， ...

Core Viewpoint - The article highlights the increasing interest of institutional investors in listed banks, particularly focusing on loan allocation, interest margin trends, and capital replenishment strategies. Group 1: Investor Engagement - Multiple listed banks, including Jiangsu Bank, Suzhou Bank, and Ningbo Bank, have engaged in investor relations activities, discussing key issues with investors [1] - As of July 12, 2023, 26 listed banks have been surveyed by institutions, totaling 230 instances of engagement, primarily among small and medium-sized banks [1][3] - Changshu Bank received the highest number of surveys at 33, while Ningbo Bank attracted the most institutions, with 195 participating [3][4] Group 2: Interest Margin Trends - The interest margin remains a hot topic among institutions, with the net interest margin for banks reported at 1.43% in Q1 2025, a year-on-year decrease of 0.11 percentage points [4] - Jiangsu Bank aims to maintain a net interest margin that outperforms peers by enhancing asset research capabilities and managing loan interest rates [5] - Changshu Bank plans to consolidate its interest margin advantage by optimizing both asset and liability sides, focusing on high-yield assets and controlling high-cost deposits [6] Group 3: Capital Replenishment - Capital replenishment is another key focus for investors, with regulatory updates from the Financial Regulatory Bureau regarding advanced capital measurement methods [8] - Ningbo Bank is actively researching regulatory requirements and plans to issue up to 45 billion yuan in capital bonds [8] - Suzhou Bank reported a successful conversion of nearly 5 billion yuan in convertible bonds, enhancing its capital strength [9] - Su Nong Bank intends to issue up to 1 billion yuan in secondary capital bonds to support its operations [9]

Core Viewpoint - The article discusses the implementation of the "Science and Technology Innovation Board Growth Layer" guidelines, aimed at enhancing the inclusivity and adaptability of the system, with a focus on the new rules for listing and the management of companies in this layer [1][3]. Group 1: Implementation of Guidelines - The Shanghai Stock Exchange (SSE) has officially released the "Guidelines for Self-Regulatory Supervision of Listed Companies on the Science and Technology Innovation Board - Growth Layer" and related business rules, effective immediately [1]. - The guidelines include a "new and old distinction" for the conditions under which companies can be removed from the growth layer, maintaining existing conditions for current companies while raising the bar for newly registered unprofitable companies [2][3]. Group 2: Conditions for Inclusion and Removal - Existing unprofitable companies will automatically enter the growth layer upon the implementation of the guidelines, while new unprofitable companies will enter upon listing [3]. - The removal conditions for existing companies remain unchanged, requiring them to achieve profitability for the first time post-listing, while new unprofitable companies face stricter removal conditions to encourage faster technological development and market expansion [3]. Group 3: Investor Participation and Risk Disclosure - There are no new trading thresholds for individual investors in the growth layer, maintaining the requirement of "500,000 yuan in assets + 2 years of experience," but investors in newly registered unprofitable tech companies must sign a risk disclosure statement [4]. Group 4: Pre-Review Mechanism - The SSE has clarified the applicable scenarios for the pre-review mechanism, allowing technology companies facing significant operational risks from early disclosure to apply for pre-review [6]. - The pre-review process will not be publicly disclosed, but companies must disclose inquiries and responses from the pre-review phase once they submit their formal IPO applications [7]. Group 5: Recognition of Professional Institutional Investors - The "Guidelines for Recognizing Senior Professional Institutional Investors" detail the criteria for identifying these investors, which include having a sound governance structure, substantial asset management, and a good credit record [9]. - The guidelines specify that these investors must have invested in at least five technology companies that have listed on the Science and Technology Innovation Board in the past five years or ten companies on major exchanges [10]. Group 6: Regulatory Oversight - The SSE emphasizes that the recognition of senior professional institutional investors serves as a reference for assessing a company's market acceptance and growth potential, without altering the standards for listing or the speed of the review process [10]. - The introduction of senior professional institutional investors is expected to create a binding effect, helping to identify genuinely high-potential companies and reduce the risk of low-growth companies being misrepresented [10].

Core Viewpoint - The gold industry in A-share listed companies is experiencing significant growth in performance due to sustained high gold prices, as indicated by recent earnings forecasts for the first half of 2025 [1][4]. Group 1: Company Performance - Hunan Gold expects a net profit attributable to shareholders of approximately 613 million to 701 million yuan for the first half of 2025, representing a year-on-year increase of 40% to 60% [4]. - Western Gold anticipates a net profit attributable to shareholders of about 130 million to 160 million yuan, with a year-on-year increase of 96.35% to 141.66% [4]. - Zhongjin Gold forecasts a net profit attributable to shareholders of approximately 2.614 billion to 2.875 billion yuan, reflecting a year-on-year increase of 50% to 65% [5]. Group 2: Gold Price Trends - As of July 11, 2023, COMEX gold closed at 3,370.3 USD per ounce, with a daily increase of 1.34% [2][7]. - The gold price is supported by investment demand, central bank purchases, and technological uses, with mining gold accounting for 74.3% of total gold supply in the first quarter of 2025 [7]. Group 3: Market Dynamics - 95% of surveyed central banks believe they will continue to increase gold holdings in the next 12 months, marking the highest level since 2019, up 17 percentage points from the previous year [7]. - The "Gold+" investment products are gaining attention as they provide stability and enhance the resilience of multi-asset portfolios, especially in the context of increasing global uncertainties [8].

Core Viewpoint - The National Cybersecurity Incident Response Center has identified 68 mobile applications that illegally collect and use personal information, including apps from two brokerage firms, Yintai Securities and Caida Securities [1][2]. Group 1: Violations Identified - The 68 mobile applications were found to have 13 types of violations, with three major issues highlighted: 1. Privacy policies not clearly listing the purposes, methods, and scope of personal information collection, affecting 30 applications [1]. 2. Failure to provide users with a way to withdraw consent for personal information collection, impacting 35 applications, including Caida Securities' app "Caida Financial Daily" (version 3.65) [1][2]. 3. Lack of appropriate security measures such as encryption and anonymization, affecting 31 applications [2]. Group 2: Specific Brokerage Apps - The identified brokerage applications include: - "Yintai Zhangyibao" (version 5.1.0) from Yintai Securities, which violated multiple regulations [2]. - "Caida Financial Daily" (version 3.65) from Caida Securities, which also failed to comply with several requirements [2][3]. Group 3: Previous Reports - Since 2025, the National Cybersecurity Incident Response Center has released eight lists of illegal mobile applications, with several brokerage apps being named in previous reports [3].