Group 1 - The Shanghai Stock Exchange and China Securities Index Company announced the launch of the Shanghai Stock Exchange Science and Technology Innovation Board Private Enterprise Index and the Shanghai Stock Exchange Science and Technology Innovation Board Private Enterprise 50 Strategy Index, providing performance benchmarks and investment targets for the private enterprise sector in the Sci-Tech Innovation Board [1][10] - The Civil Aviation Administration of China has approved the delivery of the V2000CG Kai Rui Ou, the world's first eVTOL aircraft with "three certificates" (TC, PC, and AC), marking a significant milestone in the eVTOL industry [2][16][21] Group 2 - The People's Bank of China reported that by the end of Q2 2025, the balance of RMB loans from financial institutions reached 268.56 trillion yuan, a year-on-year increase of 7.1% [4] - The balance of real estate loans was 53.33 trillion yuan, with a year-on-year growth of 0.4%, while personal housing loans saw a slight decline of 0.1% [4] - The National Data Bureau is accelerating the construction and application of high-quality data sets to promote the marketization and valuation of data elements [5][7] Group 3 - The Ministry of Industry and Information Technology reported that by the end of June 2025, the total number of mobile phone users reached 1.81 billion, with 5G users growing rapidly to 1.12 billion, accounting for 61.8% of total mobile phone users [9] - The Shanghai Municipal Economic and Information Commission issued a development action plan for the next-generation display industry, aiming to create a complete industrial chain and enhance competitiveness by 2030 [8] Group 4 - The issuance of panda bonds by international development institutions has surpassed 1 trillion yuan, with over 90 institutions participating [10] - Public funds reported their top ten heavy stocks, with Tencent Holdings leading at a market value of 59.156 billion yuan [11] - The China Life Group reported a significant increase in insurance coverage and investment in the equity market, with total assets exceeding 8 trillion yuan [12] Group 5 - The Zhengzhou Commodity Exchange launched propylene futures and options, marking a significant development in the chemical industry [11] - The announcement of the first eVTOL aircraft delivery signifies a breakthrough in the commercial application of eVTOL technology [16][21]

继酒店一次性床品热卖之后，伴随暑期出游高峰期， 高铁一次性座套也开始受追捧。 有网友 表示，暑期气温较高，人们穿着清凉， 怕被其他人传染皮肤病。 图源：新闻晨报微信 各大电商平台均有不少高铁一次性座套出售，成为备受旅客青睐的"出行神器"。这些座套材 质多为无纺布或塑料，设计上贴合高铁座椅形状，有的还带有卡通图案，适合儿童使用。其 可覆盖高铁头部靠枕至椅底区域，如果担心扶手卫生问题，还可选择带扶手套的产品。 座套的价格从1元多到十几元不等， 有的店铺 已经售卖了10万余件。 有店铺客服表示，入夏 以来，这类座套订单量比前几个月增长了不少，许多买家都是为暑假出行提前购置。 高铁座椅套多久洗一次？ 2024年5月30日，国铁集团通过"中国铁路"微信公众号明确回应， 座席套换洗周期为180天 ；在换洗期限内污损的，将及时换洗。 近年来不少乘客吐槽，高铁上经常能看到有人脱鞋把脚放在座位上，或者把食物残渣洒得到 处都是，而列车员很少去制止，长此以往列车座椅很难保持干净。 为了让自己坐得更踏实，有乘客表示，现在乘高铁一定会穿长裤，避免出现皮肤过敏问题， 并建议高铁给每位上车乘客免费配备一次性座椅套。但持相反意见的人则认为， ...

Core Viewpoint - The acquisition of a 30% stake in Kuaiqian Financial Services (Shanghai) Co., Ltd. by Shanghai Ruyi Starry Enterprise Management Co., Ltd. is expected to enhance China Ruyi's business expansion into the third-party payment and fintech sectors, leveraging synergies with its existing operations in online streaming and gaming services [2][5][6]. Group 1: Acquisition Details - China Ruyi announced the signing of a share transfer agreement involving its indirect wholly-owned subsidiary, Shanghai Ruyi Starry, and Kuaiqian Financial Services [1]. - The acquisition price for the 30% stake in Kuaiqian Financial Services is set at 240 million yuan [2]. - The completion of the transaction is subject to several preconditions, including approval from the central bank [3]. Group 2: Strategic Implications - Following the acquisition, China Ruyi will become the largest single shareholder of Kuaiqian Financial Services, although the latter will not become a subsidiary of China Ruyi [4]. - The acquisition is anticipated to facilitate the expansion of China Ruyi into the fintech sector, with potential long-term growth benefits [5][6]. - Kuaiqian Financial Services is recognized as one of the first partners of the People's Bank of China for digital currency research, indicating its capability to process digital yuan and its active role in cross-border payment solutions [5][6]. Group 3: Historical Context - China Ruyi has previously engaged in multiple acquisitions of assets under the Wanda Group, including a recent acquisition of a 49% stake in Beijing Wanda Investment Co., Ltd. for 2.262 billion yuan [7]. - This acquisition positions China Ruyi as the second-largest shareholder in Wanda Investment, indirectly holding 9.8% of Wanda Film [7][8]. - The series of transactions has resulted in a shift in control of Wanda Film from Wang Jianlin to the Ruyi Group, marking a significant change in ownership dynamics [8].

Core Viewpoint - The launch of the "Civil Aviation Official Direct Sales Platform" by the Hanglv Zongheng App aims to provide a transparent and efficient ticket purchasing experience for consumers, addressing long-standing issues in the ticket sales market [1][2][4]. Group 1: Platform Features - The Hanglv Zongheng direct sales platform allows users to compare and purchase tickets from multiple airlines in one interface, with prices and service policies set directly by the airlines [1][2]. - The platform does not charge ticket agency fees, enhancing cost-effectiveness for consumers [2]. Group 2: Industry Issues - The ticket sales market has faced irregularities such as price markups and bundled sales by third-party platforms, leading to discrepancies between actual payment and ticket prices [4]. - The introduction of the direct sales platform is expected to alleviate these industry pain points by providing a more transparent and secure purchasing process [4]. Group 3: Future Plans - As a subsidiary of China Aviation Information Technology Co., Ltd., Hanglv Zongheng plans to expand its airline partnerships and introduce additional value-added services to enhance the overall travel experience for passengers [6].

Core Viewpoint - Tesla is expanding into the restaurant industry with the opening of its first Supercharger restaurant in California, aiming to enhance customer experience during charging times and strengthen brand culture amidst declining vehicle sales [2][6]. Group 1: Restaurant Opening - Tesla's first Supercharger restaurant opened on July 22, located on Route 66 in Hollywood, California, operating 24/7 and featuring 80 V4 Supercharger stations available for non-Tesla vehicles [2]. - The restaurant offers various Tesla-branded merchandise, including Optimus robot figurines and themed T-shirts, and has outdoor movie screens for entertainment [4]. - The design of the restaurant is inspired by 1950s car cinemas, resembling a silver, curved spaceship, providing a unique dining and charging experience [4]. Group 2: Strategic Intent - The primary goal of establishing the restaurant is to transform the charging wait time into a multi-functional experience that includes dining, watching movies, and socializing, thereby enhancing convenience for vehicle owners [6]. - Tesla's entry into the restaurant sector has been anticipated since 2017, with previous statements from executives indicating plans for such ventures [4][5]. Group 3: Sales Performance - Tesla is facing significant challenges with declining sales, reporting a 13.5% year-over-year decrease in vehicle deliveries in Q2, with a total of 384,100 units delivered [6]. - In the first half of the year, Tesla delivered 720,800 vehicles, a reduction of approximately 13.3% compared to the previous year [6]. - For the first time in a decade, Tesla's global sales saw a decline in 2024, with total deliveries of 1.789 million units, down 1.1% from 2023 [7]. Group 4: New Product Launch - Tesla is set to launch a new six-seat Model Y L in China, aimed at stimulating consumer demand, positioned between the Model Y and Model X, with an expected price around 400,000 yuan [8].

Market Overview - A-shares experienced a strong rebound today, with all three major indices reaching new highs for the year [1] - The Shanghai Composite Index rose by 0.62%, marking its fifth consecutive day of gains, while the Shenzhen Component increased by 0.84% and the ChiNext Index rose by 0.61% [2] - Total market turnover was approximately 1.93 trillion yuan, an increase of 201.5 billion yuan compared to the previous trading day [2] Sector Performance - The infrastructure construction sector remains hot, with significant gains in engineering machinery, civil explosives, and coal mining and processing sectors [4] - Multiple stocks in the "Chinese state-owned enterprises" category saw a surge, with companies like China Energy Engineering, China Railway Industry, and China Tungsten High-Tech hitting the daily limit [4] Engineering Machinery Sector - The engineering machinery sector led the market, with several stocks hitting the daily limit, including Wuxin Tunnel Equipment, Iron Tuo Machinery, and Hengli Drilling Tools [10] - Notable performers included: - Wuxin Tunnel Equipment: +29.99%, 5-day increase of 95.18% [11] - Iron Tuo Machinery: +29.99%, 5-day increase of 68.98% [11] - Hengli Aluminum: +29.97%, 5-day increase of 67.05% [11] - The China Construction Machinery Industry Association reported that excavator sales reached 120,520 units in the first half of 2025, a year-on-year increase of 16.8%, with exports up by 10.2% [12] - The demand for engineering machinery is expected to continue to recover, supported by positive macro policies and increased infrastructure investment [12] Coal Sector - The coal sector saw significant gains in the afternoon, with stocks like Shanxi Coking Coal, Haohua Energy, and Shanmei International hitting the daily limit [14] - Key performers included: - Shanxi Coking Coal: +10.07%, 5-day increase of 17.08% [15] - Haohua Energy: +10.06%, 5-day increase of 14.04% [15] - Shanmei International: +10.04%, 5-day increase of 13.77% [15] - The "double焦" futures contracts also surged, with coking coal futures reaching 1,048.5 yuan/ton and coke futures at 1,697 yuan/ton [16] - Expectations for supportive policies in the coal industry are increasing, which may help reverse the sector's challenges [17]

7月21日，公募基金2025年二季报披露完毕。 公募基金最新前十大重仓股出炉 ，分别是腾讯控股、宁德 时代、贵州茅台、美的集团、紫金矿业、小米集团-W、立讯精密、阿里巴巴-W、新易盛、中芯国际。 腾讯控股仍位列第一大重仓股 根据天相投顾提供的数据， 继一季度末取代宁德时代，成为公募基金第一大重仓股后，二季度末，腾 讯控股仍位列公募基金第一大重仓股。 截至二季度末，公募基金持有腾讯控股市值达591.56亿元。公募 基金第二大重仓股是宁德时代，截至二季度末，公募基金持有宁德时代市值达520.51亿元。 位列公募基金第三到第十大重仓股的分别是贵州茅台、美的集团、紫金矿业、小米集团-W、立讯精 密、阿里巴巴-W、新易盛、中芯国际。截至二季度末，公募基金持有上述个股市值均超160亿元。 与2025年一季度末相比，小米集团-W、新易盛新晋前十大重仓股，比亚迪、五粮液退出前十大重仓 股。 从增持的情况来看，今年二季度，公募基金增持市值最多的是中际旭创和新易盛，分别增持139.72亿元 和128.88亿元。另外，公募基金增持沪电股份的市值超过80亿元；增持信达生物、泡泡玛特、胜宏科 技、三生制药的市值均超过60亿元。 从减持 ...

Core Viewpoint - The article highlights the significant rise in gold prices, with spot gold surpassing $3,400 per ounce, and discusses the positive performance of gold companies in the first half of the year due to this price increase [1][3][8]. Group 1: Gold Price Movement - On the evening of the 21st, spot gold surged over 1.5%, returning above $3,400 per ounce [1]. - COMEX futures gold rose by 1.6%, reaching $3,412 per ounce, while spot silver increased by 2% to $38.939 per ounce [3]. - However, on the morning of the 22nd, spot gold experienced a decline, trading at $3,386.600 per ounce [5]. Group 2: Performance of Gold Companies - Compared to the beginning of the year, international gold futures prices have increased by approximately 28%, leading to impressive performance from gold companies in the first half of the year [8]. - Western Gold expects a net profit attributable to shareholders of the parent company for the first half of 2025 to be between 130 million to 160 million yuan, an increase of 96.35% to 141.66% year-on-year [10]. - Shandong Gold anticipates a net profit of 2.55 billion to 3.05 billion yuan for the first half of 2025, reflecting a year-on-year increase of 84.3% to 120.5% [10]. - Zhongjin Gold projects a net profit of 2.614 billion to 2.875 billion yuan for the first half of this year, representing a year-on-year increase of 50% to 65% [10]. - Hunan Gold expects a net profit of 613 million to 701 million yuan for the first half of this year, a year-on-year increase of 40% to 60% [11]. - Chifeng Gold anticipates a net profit of 1.08 billion to 1.13 billion yuan for the first half of 2025, an increase of 52.01% to 59.04% year-on-year [11]. Group 3: Central Bank Gold Purchases - The article notes a continued trend of central banks purchasing gold, with China's gold reserves reaching 73.9 million ounces (approximately 2,298.55 tons) by the end of June 2025, marking a net increase for eight consecutive months [13]. - In 2024, global central bank net gold purchases reached 1,136 tons, the second-highest on record, with China, Poland, and Turkey being the top three buyers in the first quarter of 2025, accounting for over 50% of purchases [15]. - The article discusses the strategic reasons behind central banks increasing gold holdings, including optimizing foreign exchange reserve structures and enhancing the international role of the renminbi [15][16].

今天上午，大基建继续上涨，工程机械、民爆、水泥等板块大涨。 今天上午，大金融板块走弱，银行、券商、多元金融、互联网金融等板块下跌，银行板块跌 幅居前。 中国电建、华新水泥、中国能建、东方电气等龙头股继续涨停。 其中，中国电建 （601669）上午收盘涨停板仍有逾1200万手封单，最新市值为1059.4亿元。 此外，海螺水 泥、恒立液压、特变电工等龙头股大涨。 | 中国电建 | | ... | | | --- | --- | --- | --- | | 601669 融 沪股通 LT | | | | | 高 6.15 | 6.15 市值 1059.4亿 量比 | | 2.05 | | ਵਿੰ | 6.15 流通 803.90亿 换 | | 0.89% | | 0.56 10.02% 6.15 市盈 " 9.09 开 | | 额 | 7.12亿 | | 分时 | | | | | 均价: 6.15 最新: 6.15 0.56 10.02% | | | | | 6.15 | 10.02% | 五档 明细 成交 | | | | | 大单 -- | | | 5.59 -- | | 卖5 -- | | | | | ◎4 - ...

22日，故宫博物院致歉并回应称， 因购票小程序升级时出现异常，导致7月22日至7月28日的票额、票 种、票价显示错误。目前，小程序功能已恢复正常。 故宫表示，将尽快通过400-950-1925客服电话与在此异常时段内购票的观众联系，重新生成正确订单， 保障观众的参观权益。由此给观众带来的不便，深表歉意！感谢观众理解与配合。 7月22日凌晨，不少游客"薅"到了故宫博物院的羊毛。从购票系统进入后，游客发现，故宫博物院的全 价门票才0.02元，钟表馆、珍宝馆的票价也都是0.02元，相关展览的票价则是0元。 记者还注意到，有游客晒出的"购票成功"页面上，出现了检票时须查验72小时内核酸检测阴性证明的要 求。记者联系了多位凌晨购票成功的游客，均表示，"订单已经没有了，不过钱还没退。" 7月22日上午，故宫博物院客服人员表示，"系统出现异常，正在排查中。" 来源：北京日报、政事儿 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 "人形机器人第一股"，拿下大单 7月LPR出炉 ▲7月22日凌晨，故宫博物院购票系统显示，全价门票0.02元，钟表馆、珍宝馆的票价也都是0.02元。社交平台截图 据媒体此前报道，各地 ...