丨 来源：中国证券报·中证网 2025-07-07 中证报中证网讯 据福建证监局官网，近日，福建证监局发布福建辖区资本市场优化营商 网络环境专项行动典型案例（第一期）。此次专项行动在福建省委网信办等部门支持下，聚焦 涉企侵权、虚假信息等突出问题，联合多部门整治侵犯企业及企业家网络合法权益的违法违规 行为，形成一批典型案例，彰显了净化资本市场营商网络环境的坚定决心。 月，聚焦涉企侵权、虚假信息、网络暴力等15类突出问题开展重点整治。期间，省委网信办、 福建证监局等部门聚焦福建资本市场，联合召开专题座谈会，面对面向市场主体介绍专项行动 方案；深入福耀玻璃、宁德时代、紫金矿业等10余家上市或拟上市企业进行一对一宣讲；向市 场主体发送"深化开展优化营商网络环境"举报指南，助力企业用好维权武器。 福建证监局提醒，广大投资者应提高风险防范意识，警惕"股市黑嘴"、非法荐股等非法金 融活动，认清机构资质，如遭受损失应及时向公安机关报案。 三是诋毁企业声誉，侵犯隐私名誉。"天天价值解读"擅自披露企业高管私人信息并歪曲事 实，"阿尔法工场Green"用"弑父"等煽动性词汇捏造企业对立关系，均被企业举报后删帖，相 关行为违反个人信 ...

王爷说财经讯：打破沉默！中国央行疯狂囤金，连续 8个月增持黄金储备，黄金市场要变天？一起来看看！ 7月7日，据中国央行最新公布的数据显示，到2025年6月末，我国黄金储备达 7390 万盎司，环比增加 7 万盎司，这已经是中国央行连续第 8 个月增持黄金 啦！ 实际上，王爷说财经之前就报道过，自2024年11月打破沉默、重启增持黄金储备以来，央行这增持的脚步就没停过。 6月末较 5月末又增加了7万盎司，这持续的买入操作，在国际金融市场上可是引起了不小的波澜，如下图锁上： | | | | | | | | | | | | 官方fi Official re | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2025.01 | | 2025.02 | | 2025.03 | | 2025.04 | | 2025.05 | | | | 项目 Item | 亿美元 | 17SDR | 亿美元 | (ZSDR | 亿美元 | 17SDR | 亿美元 | 17 SDR | 亿美元 | 17SDR | 亿美 | | | ...

来自科技企业的强劲需求，正在成为推动北京写字楼市场回温的主要动力。 CBRE世邦魏理仕近日发布报告指出，今年第二季度，位于石景山和菜市口的两个新项目交付使用，为 北京写字楼市场带来14.8万平方米的新增办公面积。整个上半年，北京写字楼新增供应总量为18万平方 米，已经完成全年预期总量的83%。 需求方面，市场情绪延续向好，使得上半年全市新租交易总面积同比上涨33%。 其中，上半年北京写字楼市场新租需求的三大主力行业依次是TMT（40%）、金融（20%）和专业服务 （12%）。TMT板块中，除人工智能、大数据和平台互联网等支柱赛道持续释放需求外，游戏类需求占 比亦有所提升；金融行业新租活动以同区整合搬迁为主；专业服务业中，内资律所和咨询类租户的升级 需求持续。 从需求面积段看，5000平方米及以上大面积交易数量呈温和回升的态势。 租金方面，受新兴区域分流和租户降本诉求的影响，上半年北京写字楼市场租金累计下降5.5%，至每 月每平方米241.7元。 该机构指出，今年下半年，北京仅有一个写字楼项目投放市场，新增供应相对有限。但相较于需求的恢 复速度，市场的总体供应仍然充裕。因此，业主之间的竞争依然激烈。多位从业者认 ...

Core Insights - The report by AlixPartners predicts that out of 129 electric vehicle brands in China, only 10 to 15 will achieve financial sustainability by 2030, indicating a significant market consolidation [1][3] - The surviving brands are expected to capture 76% of the Chinese electric vehicle market, equating to approximately 20 million units sold, with an average annual sales of 1.02 million units per brand [1] Industry Dynamics - The integration of Chinese electric vehicle brands is anticipated to be slower than in other regions due to local government support for less profitable brands, influenced by economic and employment considerations [3] - The average capacity utilization rate for Chinese automakers is projected to drop to 50% in 2024, the lowest in a decade, complicating profitability for many companies [3] Competitive Landscape - Despite calls from regulators to halt price wars, indirect price competition continues through methods like insurance subsidies and zero-interest loans, impacting profit margins [5] - Chinese manufacturers have innovated operational and manufacturing models, reducing new vehicle development cycles from five years to about eight months, and lowering overall costs by 30% compared to global averages [5] Global Market Implications - By 2030, surviving Chinese brands are expected to double their market share in Europe to 10%, while European automakers will see a decline in capacity utilization [7][8] - Chinese automakers are projected to add 800,000 units of production capacity in Europe, while European manufacturers will close down 400,000 units of capacity, equivalent to 1.5 large factories [8] Strategic Shifts - The growth rate for new car sales in the Chinese domestic market is expected to slow to around 3%, prompting leading companies to accelerate international expansion [10] - Chinese brands are anticipated to capture 67% of the domestic market by 2025, reflecting a significant shift in market dynamics [12] - The global ADAS market is projected to reach $50 billion by 2030, with China expected to account for 45% of this market, highlighting the competitive edge in advanced technologies [12]

3月，《辽滨经开区经济高质量发展若干举措》及《盘锦辽滨沿海经济技术开发区激发人才活力支持人 才创新创业十条措施（试行）》发布，助力经开区"二次创业"发展，多维度集聚创新发展要素，释放创 新创业发展活力。 近年来，辽滨沿海经济技术开发区（下称辽滨经开区）持续推进"放管服"改革，狠抓营商环境"1号工 程"，构建服务新范式、打造投资优选地、提升民生幸福度，全力打造营商环境"升级版"。 以创新之举跑出服务"加速度" 辽滨经开区全力推进改革创新，构建现代政务服务新高地，打造"全链条"审批模式，为区内企业节省时 间、降低成本。 紧扣"高效办成一件事"目标，2024年经开区政务服务大厅线上办理审批14738项，跑出"加速度"。332项 依据申请和公共服务事项接入平台，实现全程网办，平均办理时限压缩80%。辽滨经开区窗口授权全面 落地，审查要点精细明确，窗口总数从36个精简至14个。通过受审分离、帮办代办、流程优化，高频事 项集中办理，审批效率持续攀升。 该区以"辽宁政企直通车平台"与"助企先锋服务振兴新突破"专项行动为依托，2024年，为84家重点企业 精准配备31名项目管家，累计为企业提供服务2365次，协助办理手续13 ...

央视网消息（记者 黄钰姣）"一些账号长期盯着知名品牌捏造质量问题等博取眼球和流量，严重侵害品牌声誉和企业正常生产经营秩序。" "我们企业遭受很多'自媒体'编造的不实信息的影响，抹黑了企业形象，让我们消耗大量人力精力进行自证。" 近年来，部分媒体、网站平台和"自媒体"违法违规发布传播涉企网络不实信息，严重干扰福建省企业正常经营，破坏福建省营商网络环境。 李玲表示，在泉州网信部门的直联指导下，安踏集团搭建多方、内外部协同工作机制，成立侵权信息处理联合专项小组，形成监测、研判、取证、举报、跟 踪的闭环。截至2025年6月10日，通过安踏集团对于涉企侵权信息的举报，已有769条被清理处置，自主举报成功率达90%以上。 专项行动既解决了一些长期困扰企业的网络"牛皮癣"难题，也为上市关键期企业提供了有效保护。对此，处于上市关键期的海安橡胶集团股份公司深有感 触。 "之前一些'自媒体'片面、歪曲解读我司财务报表、股东结构、业绩增长等公开信息，误导投资者和社会公众。不良信息对我司正常推动上市造成不利影 响，让我司疲于应付。"海安橡胶集团股份公司相关负责人无奈地说。 莆田市委网信办建立覆盖104家企业服务台账，组建部门工作专班 ...

"宜业广西"计划强化就业保障。该计划旨在加强招聘活动企业资质及岗位信息审核，指导企业合理 设置招聘条件。开展清理整顿人力资源市场秩序专项行动，依法打击涉就业违法违规行为，加大求职陷 阱提示和防电信诈骗宣传力度，并开展就业创业政策及典型宣传，举办主题宣讲和就业创业政策宣讲活 动，落实各项帮扶政策措施。（姜界峰） "技兴广西"计划聚焦提升就业能力。推动区内高校开设100个"微专业"和100门职业能力培训课程， 鼓励高校建立更灵活的学习制度，允许就业不佳专业学生转专业或辅修。同时，全面开展青年求职能力 实训营，扩大职业技能培训规模，力争组织1万名高校毕业生等青年参加技能培训；加大就业见习岗位 募集力度，面向企业、政府投资项目等开发见习岗位，全年不少于2万个。 "暖心广西"计划致力于优化就业服务。积极开展校园公共就业服务活动，实施人社局长结对帮扶专 项行动、离校未就业毕业生就业服务攻坚行动，为求职毕业生提供政策宣介、职业指导、岗位推荐及培 训或见习机会。健全就业帮扶援助机制，对困难高校毕业生实施"宏志助航计划"培训项目，做好一次性 求职补贴发放工作。实施就业公共服务体系建设三年行动，提供"一站式"就业创业服务。 近日 ...

Core Viewpoint - The article discusses the recent "anti-involution" measures being implemented across various industries in China, particularly in steel, photovoltaic, and cement sectors, aimed at addressing excessive competition and promoting high-quality development [1][2][3]. Group 1: Industry Actions - Major photovoltaic glass companies have collectively decided to reduce production by 30% starting in July to alleviate "involution" competition [1]. - The China Cement Association has issued guidelines to further promote "anti-involution" and stabilize growth in the cement industry [1]. - Some steel mills have received notifications for production cuts, indicating a proactive approach to managing supply and demand [1]. Group 2: Market Response - The market has responded positively to the proactive production cuts across various industries, with analysts noting that the photovoltaic sector is facing weakening demand and price pressures [1]. - Open-source securities research indicates that prices for multiple products in the photovoltaic industry have fallen below cash cost levels, necessitating the production cuts to improve supply-demand dynamics [1]. Group 3: Policy and Regulatory Framework - The recent "anti-involution" measures are part of a broader governmental strategy to regulate excessive competition, with the Central Economic Committee emphasizing the need for orderly exit of outdated production capacity [2][3]. - The new revisions to the Anti-Unfair Competition Law aim to address "involution" competition, indicating a shift towards legal regulation of market practices [2]. - The focus of the current "anti-involution" initiative is on enhancing policy and market mechanisms, with an emphasis on industry self-discipline and the promotion of high-quality development through technological upgrades [2][3]. Group 4: Future Outlook - The current round of "anti-involution" is expected to lead to a shift from low-cost, homogeneous competition to high-end, differentiated competition in manufacturing [3]. - There is an anticipation of more targeted "anti-involution" policies being introduced, which could provide a turning point for supply-side adjustments in industries like photovoltaic, steel, and cement [3].

最新一周涨跌幅排名靠后，光伏板块估值较低。根据Wind数据，光伏板块最近一周（2025年6月27日-7 月4日）涨跌幅0.79%，跑输沪深300指数0.23个百分点，相比SW行业分类各板块涨幅排名中等偏后；年 初以来光伏板块累计涨跌幅为-3.87%，跑输沪深300指数8.70个百分点，相比SW行业分类各板块排名靠 后。估值方面，光伏板块2025年7月4日TTM-整体法估值为18.95倍，与SW行业分类各板块相比，排名 位于中等靠后部分。从估值变化趋势来看，光伏板块TTM整体法估值自21年底到23年底持续下降，24年 初开始逐步上升；光伏板块相对沪深300的估值溢价1.51倍，与估值变化趋势基本一致。 风险提示。行业政策波动风险；竞争加剧风险；新技术替代风险；产品价格波动风险。 报告来源 报告导读： （6月28日-7月5日）光伏行业政策信号密集释放，工信部明确推进落后产能 有序退出，龙头玻璃企业启动减产，板块情绪修复明显。 本周， 光伏产业政策面持续释放积极信号。 中央财经委员会第六次会议将"无序竞争"问题提上议程，明 确提出加快落后产能退出，推动行业向高质量方向发展。光伏行业率先响应，头部光伏玻璃企业宣布自7 ...

Core Insights - Chengdu's "免申即享" (No Application, Immediate Enjoyment) policy is effectively streamlining the process for companies to receive financial support without the need for extensive applications, enhancing the business environment [1][4][5] Group 1: Impact on Companies - The "免申即享" funding has provided immediate financial relief to companies like Shuyun Tianfu Panda Creative Cultural Tourism Co., which has alleviated cash flow pressures and boosted long-term confidence in project development [3][4] - Sichuan Jiuyuan Yinhai Software Co. has also benefited from the policy, receiving funds without the previous burdens of application processes, which has improved operational efficiency and innovation confidence [3][4] - The policy has transformed the traditional approach of "companies seeking policies" to "policies seeking companies," significantly reducing the time and effort required for funding applications [4][5] Group 2: Government Initiatives - Chengdu's government has established a mechanism to prioritize the "免申即享" approach in new policy formulations, with a current implementation rate of 30% for new business support policies [5][6] - The city has committed to enhancing the feasibility assessment of the "免申即享" approach in new policies, ensuring that a higher percentage of support measures are accessible without cumbersome application processes [5][6] - Ongoing reforms aim to further increase the proportion of "免申即享" policies, improving the overall experience and satisfaction of businesses with government support [6]