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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].