7月22日，省委书记赵一德到省发展改革委调研"十五五"规划编制、学习教育等工作并主持召开座 谈会。他强调，要深入学习贯彻习近平经济思想和习近平总书记历次来陕考察重要讲话重要指示精神， 锚定高质量发展首要任务，加强战略谋划，抓好经济调度，全力以赴稳增长、兴产业、扩投资、惠民 生、优环境、防风险，为谱写陕西新篇、争做西部示范贡献更多发改力量。 随后，赵一德主持召开座谈会，听取省发展改革委"十五五"规划编制、学习教育、问题整改、干部 教育培训等情况汇报。赵一德强调，要坚持目标导向和问题导向相统一，深入调研、开门问策，精心谋 划"十五五"时期全省发展新质生产力、构建现代化产业体系、促进城乡区域协调发展、扩大高水平对外 开放、加强生态环境保护、推进文化强省建设、促进共同富裕等重点任务，以高水平规划引领高质量发 展。要围绕稳就业稳企业稳市场稳预期、深化开展"三个年"活动、大力发展县域经济民营经济开放型经 济数字经济等工作，深入分析研判，强化工作举措，更好发挥参谋助手作用。要增强谋划和争取项目的 主动性，做好项目全生命周期管理服务，以项目建设扩大有效投资。要持之以恒打造一流营商环境，多 措并举促进民营经济持续健康发展。要把 ...

Trading Information Summary - On July 22, 2025, Nanfang Glass A (000012) closed at 5.09 yuan, up 2.83%, with a turnover rate of 2.38% and a trading volume of 466,700 shares, amounting to 234 million yuan [1] - The capital flow on July 22 showed a net outflow of 14.09 million yuan from main funds, accounting for 6.03% of the total turnover, while retail investors had a net inflow of 17.45 million yuan, representing 7.46% of the total turnover [1][3] Company Announcement Summary - Nanfang Glass Group Co., Ltd. announced an adjustment to the maximum repurchase price after the 2024 annual profit distribution, with the new maximum for A-shares set at 7.53 yuan per share and for B-shares at 3.05 Hong Kong dollars per share, effective from July 23, 2025 [1][3] - The profit distribution plan for 2024 is set at 0.7 yuan per 10 shares (including tax), with no stock dividends or capital reserve transfers [1] - The repurchase amount for A-shares will be no less than 243 million yuan and no more than 485 million yuan, with an expected repurchase quantity between 44.44 million and 76.58 million shares; for B-shares, the repurchase amount will be between 50 million and 100 million Hong Kong dollars, with an expected quantity between 22.14 million and 38.53 million shares [1]

李嘉诚的港口交易，再次迎来转折。 回溯今年3月，长江和记实业宣布与贝莱德达成协议，以228亿美元（约合人民币1657亿元）出售包括巴拿马运河在内的43个港口后，李嘉诚就陷入了进 退维谷的境地。 作为"世界咽喉"的巴拿马运河，连接全球170个国家和地区、1920个港口，每年承载全球约6%的海运贸易，而我国21%的航运依赖此航线。 两度当选的特朗普，曾多次公开表示对巴拿马运河的觊觎，并扬言要"收回"控制权，甚至不排除动用军事手段。 有学者表示，倘若贝莱德成功接盘，美将进一步巩固全球航运主导地位，届时可能对我国航运实施各种打压手段——从加征天价通行费到货物装卸设 限，甚至不排除制造"航行事故"的可能性。 面对如此明显的战略风险，李嘉诚仍执意完成这笔交易。一时间，这个曾经被捧上神坛的"李超人"，几乎被钉上了历史的耻辱柱，陷入全网的"口诛笔 伐"。网友指责他"妥协退让""漠视国家利益"；《大公报》也连续多次炮轰，直指交易"助纣为虐"，批评他"天真糊涂"。 而李嘉诚则风轻云淡地回应，我是一个纯粹的商人，不要用那些空洞的道德来衡量我。 近日，《华尔街日报》报道称，美资产管理巨头贝莱德正主动邀请中国公司——中远集团，合作收购 ...

韩国财政部长：外交部长和产业部长将尽快与美国同行举行会谈。 ...

金融界7月21日消息，上证指数高开高走，中证港股通TMT主题指数 (港股通 TMT，931026)报4552.41 点。 数据统计显示，中证港股通TMT主题指数近一个月上涨8.48%，近三个月上涨20.88%，年至今上涨 33.64%。 从中证港股通TMT主题指数持仓样本的行业来看，通信服务占比55.47%、信息技术占比44.53%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。如果香港市场新上市TMT企业市值在香港上市公司中排名前十并纳入港股通范围，将在其 纳入港股通范围后第十一个交易日快速纳入该指数中。样本公司发生收购、合并、分拆等情形的处理， 参照计算与维护细则处理。当港股通范围发生变动导致样本不再满足港股通资格时，将进行相应调整。 本文源自：金融界 作者：行情君 据了解，中证港股通TMT主题指数从港股通范围内选取50只TMT主题领域的上市公司证券作为指数样 本， ...

Core Viewpoint - The current A-share market is likely to maintain a strong oscillating trend, similar to the second half of 2014, driven by liquidity and policy easing factors [1][2][3] Group 1: Market Trends - The A-share market in the second half of 2014 and from April to July 2020 was primarily driven by liquidity and policy easing, with a weak economic backdrop but rising stock indices [2] - The current market is expected to continue a structural slow bull trend, with short-term oscillations leaning towards strength [3] - Economic recovery remains weak, with pressures on exports and a potential decline in real estate investment, while corporate earnings are showing signs of recovery [3] Group 2: Sector Performance - In the current environment, sectors such as media, building materials, agriculture, computer, and home appliances are showing superior mid-year profit growth [1] - Growth sectors like media, automotive, pharmaceuticals, power equipment, and new energy, along with blue-chip sectors such as agriculture, non-bank financials, food and beverage, and home appliances, are considered to have high cost-performance ratios [1][3] Group 3: Investment Strategy - Short-term investment strategy suggests a balanced allocation between technology growth and undervalued blue-chip stocks, focusing on sectors with upward policy and industry trends [1][3] - In July and August, the market style is expected to be balanced, with growth potentially outperforming value in August due to economic recovery trends and continued liquidity [4]

Core Viewpoint - The situation regarding Li Ka-shing's sale of ports has seen a significant development, with BlackRock inviting China COSCO Shipping Group to participate in the acquisition of 43 ports, indicating a shift in dynamics [2][19]. Group 1: Transaction Background - Li Ka-shing's plan to sell 43 ports to BlackRock has faced considerable backlash, with accusations of selling strategic assets to foreign entities [7][8]. - The Hong Kong government, including current and former leaders, has expressed strong concerns about the transaction, emphasizing that any deal must comply with legal regulations [9][10]. - Li Ka-shing's son, Li Zeju, stated that proceeds from the sale would be reinvested in Hong Kong and mainland China, which was met with skepticism by the media [11][12]. Group 2: Government and Market Response - The Chinese government has indicated its intention to protect fair competition, confirming the involvement of state-owned enterprises in the transaction [4][5]. - The National Market Supervision Administration has announced that it will conduct a legal review of the sale, further complicating the deal for Li Ka-shing [10]. Group 3: Strategic Implications - The ports in question control 21% of China's shipping volume and are critical to national shipping security, making the sale a matter of national interest amid ongoing U.S.-China trade tensions [25]. - The potential sale has been characterized as a strategic move that aligns with U.S. efforts to decouple supply chains from China, raising concerns about the implications for national interests [25]. Group 4: Future Outlook - The involvement of COSCO in the acquisition process suggests a potential shift in the balance of power regarding the transaction, as the Chinese company holds significant leverage [20][21]. - The future of Li Ka-shing's assets remains uncertain, with indications that the era of his dominance in Hong Kong may be coming to an end [26].

Group 1 - The G20 finance ministers and central bank governors meeting emphasized the importance of maintaining central bank independence and strengthening multilateral cooperation [1][2] - The joint communiqué highlighted the challenges facing the global economy, including geopolitical conflicts, trade tensions, supply chain disruptions, high debt levels, and extreme weather [1] - The meeting agreed on implementing growth-oriented macroeconomic policies, enhancing fiscal resilience, and encouraging investment and productivity reforms to consolidate long-term growth potential [1] Group 2 - Progress was made on debt restructuring, multilateral development bank (MDB) financing expansion, cross-border payment efficiency, global minimum corporate tax, infrastructure financing, and sustainable finance [2] - Member countries confirmed the voluntary allocation of over $100 billion in Special Drawing Rights (SDR) or equivalent resources to assist countries in need [2] - The communiqué reiterated cooperation in areas such as climate, health, and the digital economy, promoting research and practice between public and private sectors in carbon market data models and cross-border infrastructure [2]

Core Points - A significant geopolitical struggle is unfolding over the Panama Canal, centered around a $22.8 billion port deal involving Hong Kong's CK Hutchison Holdings and the strategic ports of Balboa and Cristobal [1][2] - The deal's primary buyers are a U.S. consortium led by BlackRock and Mediterranean Shipping Company (MSC), which could potentially threaten China's shipping interests, as approximately 21% of Chinese merchant vessels rely on the Panama Canal [2][3] - China has initiated multiple countermeasures, including an antitrust investigation and demands for COSCO's involvement in the deal, escalating the situation from a commercial negotiation to a geopolitical confrontation [2][3][6] Industry and Company Analysis - The ports in question control about 6% of global maritime trade and have operating rights until 2047, making them critical assets in the global shipping landscape [2] - The U.S. consortium's control over 199 global berths raises concerns about monopoly risks, as highlighted by China's market regulatory authority [6] - The potential failure of the deal could result in significant financial losses for CK Hutchison and prevent BlackRock from becoming the world's third-largest port operator, while also impacting global shipping dynamics [9][12] Geopolitical Context - The Panama government is caught between U.S. pressure and its own sovereignty claims, having faced accusations of contract violations related to CK Hutchison's operating rights [3][10] - Recent military exercises between the U.S. and Panama further illustrate the geopolitical stakes involved, with the U.S. demonstrating its military presence in the region [3][10] - If COSCO successfully acquires a stake, it would enhance China's influence in global shipping, potentially leading to a more integrated logistics chain across the Pacific [12]

Core Viewpoint - The G20 meeting in Durban emphasized the importance of respecting economic development laws, maintaining multilateralism and free trade, and promoting inclusive economic globalization to stabilize the complex global economic system and support global economic recovery [1] Group 1: Economic Stability - China's economic development is showing a steady progress, contributing stability to global economic growth [1] - The internal and external balance of the Chinese economy is in good condition, with domestic consumption accounting for an increasing proportion of GDP [1] - The trade surplus in China's current account is around 2%, which is recognized as a balanced level internationally [1] Group 2: Policy Implementation - In the second half of the year, China plans to implement more proactive fiscal policies and expand high-level opening-up [1]