今天（9月2日），外交部发言人郭嘉昆主持例行记者会。有记者提问，据报道，中俄双方一直 在探讨便利人员往来的新举措。请问此次双方领导人会晤是否就此进行了讨论、有何成果？发 言人能否介绍有关情况？ 在两国元首战略引领下，中俄关系保持高水平运行。中方高度重视两国人员往来便利化问题， 支持两国民众加强交往，为推动中俄新时代全面战略协作伙伴关系作出积极贡献。我们欢迎更 多的俄罗斯朋友多来中国、常来中国。 | SFC | | | --- | --- | | 来源丨央视新闻 | 编辑丨江佩佩 | 郭嘉昆表示，为进一步便利中外人员往来，中方决定扩大免签国家范围， 自2025年9月15日至 2026年9月14日 ， 对俄罗斯持普通护照人员试行免签政策。 俄罗斯持普通护照人员来华经 商、旅游、观光、探亲访友、交流访问，过境不超过30天，可免办签证入境。 ...

Core Viewpoint - The five major A-share listed insurance companies in China reported a total revenue of 1.33 trillion yuan for the first half of 2025, reflecting a year-on-year growth of 4.89%, while the net profit attributable to shareholders increased by 3.72% to 178.19 billion yuan, with a mixed performance in net profit among the companies [1][3][4]. Revenue and Profit Summary - The total revenue for the five insurance companies reached 1.33 trillion yuan, with a year-on-year increase of 4.89% [3][4]. - China Ping An led with a revenue of 500.08 billion yuan, a growth of 1.03% [3][4]. - China Life and China Pacific Insurance both exceeded 200 billion yuan in revenue, with growth rates of 2.14% and 3.01% respectively [3][4]. - New China Life achieved the fastest revenue growth at 25.99%, totaling 70.04 billion yuan [3][4]. - The net profit attributable to shareholders was 178.19 billion yuan, with a year-on-year increase of 3.72% [3][4]. Individual Company Performance - China Ping An's net profit was 68.05 billion yuan, down 8.81% year-on-year [4][5]. - China Life reported a net profit of 40.93 billion yuan, up 6.93% [6]. - China Pacific Insurance's net profit was 27.89 billion yuan, reflecting a growth of 10.95% [6]. - China Property & Casualty Insurance achieved a net profit of 26.53 billion yuan, up 16.94% [6]. - New China Life's net profit was 14.80 billion yuan, with a significant increase of 33.53% [6]. Investment Strategies - The five insurance companies are increasing their allocation to equity assets in response to a low-interest-rate environment [8][10]. - China Life has added over 150 billion yuan to its equity asset allocation in the first half of 2025 [10]. - China Property & Casualty Insurance has seen a 26.1% increase in its A-share investment assets [11]. - New China Life is focusing on high-dividend stocks to provide stable cash flow and net investment returns [11][13]. Dividend Plans - Four of the five companies have announced mid-term dividend plans, totaling approximately 29.34 billion yuan [15][16]. - China Ping An plans to distribute 0.95 yuan per share, totaling 17.20 billion yuan [16]. - China Life intends to distribute 0.238 yuan per share, amounting to 6.73 billion yuan [16]. - New China Life will distribute 0.67 yuan per share, totaling about 2.09 billion yuan [17]. - China Property & Casualty Insurance has not yet announced its mid-term dividend plan but emphasizes sustainable dividend policies [17].

Core Viewpoint - The article highlights the financial performance of China's major airlines during the first half of 2025, indicating that while state-owned airlines continue to incur losses, they have significantly reduced their losses, whereas private airlines have achieved profitability, showcasing a contrasting trend in the industry [1][4]. Group 1: Financial Performance of Major Airlines - The three major state-owned airlines (Air China, China Eastern Airlines, and China Southern Airlines) reported a combined loss of 4.77 billion yuan, which is a reduction of 2.008 billion yuan compared to the previous year [1][4]. - China Eastern Airlines had the least loss among the three, with a net loss of 1.431 billion yuan, a reduction of 1.337 billion yuan year-on-year [4]. - In contrast, four private airlines (Spring Airlines, Juneyao Airlines, China United Airlines, and Hainan Airlines) achieved profitability, with Spring Airlines leading with a net profit of 1.169 billion yuan [1]. Group 2: Revenue Growth and Cost Control - All three major airlines experienced revenue growth, with Air China reporting 80.757 billion yuan (up 1.6%), China Eastern Airlines at 66.822 billion yuan (up 4.09%), and China Southern Airlines at 86.291 billion yuan (up 1.77%) [4]. - The international operations of these airlines have been a significant factor in their revenue recovery, with China Eastern Airlines increasing its international passenger capacity by 24.38% and achieving a 28.74% increase in international passenger turnover [6][4]. - Cost control measures have become crucial, with China Eastern Airlines implementing a "cost hard battle" plan, resulting in an 8.08% decrease in fuel costs and a 26.89% reduction in financial expenses [9][10]. Group 3: Market Conditions and Challenges - Despite the improvements, the three major airlines have not yet returned to profitability due to several factors, including the burden of unprofitable routes and the incomplete recovery of the international market [7][11]. - The average ticket price for domestic economy class has decreased by 6.9% year-on-year, indicating ongoing pressure on revenue [11]. - The article suggests that the major airlines face significant challenges in achieving profitability in the near term, as the domestic ticket prices remain under pressure and international routes have not fully recovered to pre-2019 levels [11].

Market Overview - The A-share market saw a significant pullback in CPO and AI computing power concept stocks, with the CPO index dropping by 7.73% and several stocks hitting the daily limit down, including Guangxun Technology and Jingwang Electronics [1][2] - The banking sector showed resilience, with the banking index rising by 1.23%, driven by gains in major banks such as Chongqing Rural Commercial Bank and China Merchants Bank [3][4] Banking Sector Performance - As of September 1, 2023, 17 out of 42 listed banks announced plans for mid-term dividends for 2025, with state-owned banks leading in generosity, collectively proposing cash dividends totaling 204.657 billion [6][7] - Industrial and Commercial Bank of China (ICBC) proposed the largest dividend of 50.396 billion, followed by China Construction Bank and Agricultural Bank of China with 48.61 billion and 41.82 billion respectively [7] - Several joint-stock banks, including China Merchants Bank and CITIC Bank, also confirmed mid-term dividends, with CITIC Bank's cash dividend exceeding 10.46 billion [8] Investment Outlook - Despite recent adjustments in the banking sector, the China Securities Banking Index has increased by 9.05%, with three banks, Agricultural Bank of China, Shanghai Pudong Development Bank, and Qingdao Bank, seeing stock price increases exceeding 30% year-to-date [10] - Analysts suggest that the banking sector offers stability and attractive dividend yields, making it a favorable investment during market fluctuations [10][11] - The trend of increasing dividends and the potential for long-term investment value in the banking sector is supported by ongoing low interest rates and a focus on enhancing shareholder returns [11][12]

见习记者丨李益文 刘夏菲 编辑丨叶映橙 刘雪莹 9月2日，A股指数走弱，截至10:48，共4600只个股下跌。 沪深两市成交额连续第70个交易日突破1万亿，较昨日此时有所缩量。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3854.87 | 12676.40 | 1551.08 | | -20.66 -0.53% -152.56 -1.19% -17.55 -1.12% | | | | 科创50 | 创业板指 | 万得全A | | 1347.60 | 2927.69 | 6146.80 | | -9.54 -0.70% -28.68 -0.97% -78.71 -1.26% | | | | 沪深300 | 中证500 | 中证A500 | | 4513.79 | 6991.88 | 5390.53 | | -9.93 -0.22% -118.41 -1.67% -28.00 -0.52% | | | | 中证1000 | 深证100 | 中证红利 | | 7318.11 | 5568.56 | 5510.91 | | -183.04 -2.44% | -39.72 ...

Core Viewpoint - The 2025 summer movie season ended with a total box office of 11.966 billion yuan, showing a year-on-year growth of 2.76%, but still significantly lower than the 20.63 billion yuan in 2023 and 17.78 billion yuan in 2019, indicating a recovery but with a considerable gap from previous highs [1][2]. Box Office Performance - The number of moviegoers during the summer season reached 321 million, a year-on-year increase of 12.76%, while the number of screenings decreased by 1.7% to 37.65 million [1]. - The average ticket price dropped by 8.8% to 37.2 yuan due to adjustments in distribution pricing and increased consumer subsidies [1]. - Only two films surpassed the 1 billion yuan mark this summer, consistent with last year, but the number of films earning over 100 million yuan fell from 26 to 19 [1]. Cinema Expansion - The number of cinemas in operation during the summer season reached 12,900, a year-on-year increase of 2.8%, with 214 new cinemas opened [1]. Film Quality and Trends - Despite the good reception of films like "Nanjing Photo Studio" and "Wang Wang Mountain Little Monster," the overall box office for top projects has shrunk compared to previous years [6]. - The rise of new directors is notable, with successful films directed by emerging talents [6]. Market Dynamics - The film market is facing increased competition from short videos and micro-dramas, which may be diverting audiences away from traditional cinema [6]. - The success of animated films, particularly those based on short formats, suggests a potential new direction for the industry [10]. Policy Support - The Chinese government has initiated various measures to support the film industry, including subsidies and ticket discounts, with an estimated investment of over 1 billion yuan for the summer season [10][11]. - The national budget for film development in 2025 is set at 270 million yuan, with ongoing efforts to strengthen the industry [11][12].

Group 1 - The core viewpoint of the article emphasizes the significance of the Shanghai Cooperation Organization (SCO) summit held in Tianjin, marking the largest gathering in its 24-year history, with over 20 foreign leaders and 10 international organization heads attending [1][5][6] - China announced plans to implement 100 "small but beautiful" livelihood projects in member countries, provide 2 billion RMB in aid this year, and issue 10 billion RMB in loans over the next three years [2][3] - The summit resulted in the signing of the "Tianjin Declaration" and the approval of the SCO's development strategy for the next decade, highlighting a commitment to multilateralism and regional cooperation [3][11] Group 2 - The summit underscored the growing influence of the SCO in a complex global landscape, with the organization now comprising 10 member states, including recent additions like Iran and Belarus [4][8] - The meeting facilitated the establishment of various cooperation centers and platforms in energy, green industry, digital economy, and education, aimed at enhancing regional collaboration [14][15] - The summit's outcomes are seen as a response to the need for a more equitable global governance system, with China proposing a new global governance initiative to ensure fair application of international laws [10][12] Group 3 - The economic ties between China and SCO member states have strengthened, with trade volumes surpassing 512.4 billion USD in 2024, reflecting a 2.7% year-on-year increase [16] - Chinese enterprises have established over 3,000 businesses in member countries, creating more than 200,000 jobs annually, indicating robust investment and industrial cooperation [16][17] - The SCO is viewed as a platform for enhancing economic resilience and promoting multipolarity, with member states collaborating in various sectors including finance, logistics, and agriculture [8][12]

Core Viewpoint - Chengdu Guoxing Aerospace Technology Co., Ltd. (Guoxing Aerospace) has re-submitted its application materials to the Hong Kong Stock Exchange for an IPO, aiming to become the first "AI satellite stock" in the market, following a significant increase in its post-investment valuation from 95 million to over 6.76 billion yuan within seven years [1] Group 1: Company Overview - Guoxing Aerospace was founded by Lu Chuan, who has nearly 20 years of experience in artificial intelligence, aerospace, and communication engineering [5] - The company has launched a total of 27 satellites, including 21 AI satellites, making it the leading private aerospace company in China in terms of AI satellite launches [7] - The company is currently in a loss-making state, with losses increasing from 91 million yuan in 2022 to an expected 1.92 billion yuan in the first half of 2025 [6][13] Group 2: Financial Performance - Guoxing Aerospace's revenue has grown significantly, from 177 million yuan in 2022 to an expected 2.41 billion yuan in the first half of 2025, reflecting a compound annual growth rate of 76.6% [11] - The company's main business segments include satellite-based solutions, satellite and related services, and other services, with satellite-based solutions being the largest revenue contributor [12] - Despite revenue growth, the company remains unprofitable, with a focus on strategic customer acquisition and technology development [13] Group 3: Market Position and Industry Context - According to a report, Guoxing Aerospace ranks eighth among private aerospace companies in China by revenue, with a market share of 2.0% in satellite-related businesses [6] - The private aerospace sector in China is experiencing rapid growth, with revenues expected to increase from approximately 17.8 billion yuan in 2020 to about 126.5 billion yuan by 2029, driven by government support and technological advancements [11] - Guoxing Aerospace's "Star Computing" plan aims to establish a space-based computing network consisting of 2,800 AI satellites, enhancing its competitive edge in the industry [7][9]

Core Viewpoint - The article discusses the implementation of the "Artificial Intelligence +" initiative by the National Development and Reform Commission, emphasizing the importance of collaboration across various sectors to enhance technology, industry, consumption, and governance [1][5][6]. Group 1: Key Actions and Goals - The "Artificial Intelligence +" initiative includes six major actions: scientific technology, industrial development, consumption enhancement, public welfare, security governance, and global cooperation [1]. - The initiative aims to achieve significant milestones by 2027, 2030, and 2035, with goals such as over 70% penetration of new intelligent terminals and applications by 2027, and over 90% by 2030 [5][6]. Group 2: Industry Development Focus - Investment opportunities are concentrated in specific sectors such as industrial robots and smart sensors, which are critical for achieving intelligent integration across industries [2][11]. - The initiative emphasizes the need for standardized interoperability to reduce barriers for small and medium enterprises in adopting AI technologies [15]. Group 3: Consumption Enhancement - The "Artificial Intelligence +" initiative aims to shift consumer focus from mere availability of products to quality and experience, enhancing service consumption in various sectors [13]. - New product consumption models are emerging, driven by the proliferation of smart devices and technologies, which are expected to create new market opportunities [13][14]. Group 4: Policy and Implementation - The National Development and Reform Commission plans to develop specific implementation plans for key industries, ensuring that policies are tailored to local conditions and industry characteristics [7][9]. - There is a focus on creating a supportive environment for AI development through talent training, policy guidance, and financial incentives to stimulate innovation and reduce costs [10][11].

2025年8月29日，中国银联携手三江源生态保护基金会共同打造的第二座"银联星光超市"在青海 省玉树藏族自治州治多县——长江源头第一县正式启用。中国银联与三江源国家公园管理局、三 江源生态保护基金会、治多县政府、品牌方代表共同为治多县"星光超市"揭幕。 初心如磐，使命如炬： 银联持续助力三江源生态保护 治多县"银联星光超市"是继青海曲麻莱县首座"银联星光超市"落地后，中国银联再次以切实 行动深入实践绿色金融、助力高水平生态环境保护之举，将"守护三江源，低头捡星光"公益 行动延展至"中华水塔"更广阔的区域。 2 0 2 3年起，中国银联协助三江源生态保护基金会，计划在5年内持续治理黄河上游龙羊湖南岸 的1 0 0 0亩沙地、2 0 0 0亩草地，并建立1 0 0 0亩动物保护区。并通过网上公益募捐、发售主题盲 盒等方式，吸引更多消费者积极参与到保护三江源生态的行动中。 2 0 2 4年，中国银联发起"低头捡星光"守护三江源公益行动，并在同年于黄河源揭幕首座"银联 星光超市"，三江源地区居民可将拾取的垃圾变为积分，再利用积分从"星光超市"兑换生活物 资。将垃圾"货币化"的创新模式，不仅通过可量化、可兑现的激励机制 ...