市场价2500元，1600元就能租下，北京朝阳区将台乡"将小爱"公益寓站，成了顺丰小哥秦永财和妻子的 小家。在这里，他们有了第二个娃。 每天收派快递上百件，起早贪黑不觉苦，秦永财笑道："租房享低价，孩子能托管，干活有劲，小家也 有盼头。" 一句"有劲"，道出多少小哥的心声；一声"盼头"，藏着心底最柔软的牵挂——家。对小哥来说，家的定 义，朴素简单，又牵动人心：房租能担，娃儿能管，病了能看。 家的概念，也在延展。随着各地加快推动小哥融入城市，他们正从"城市过客"变为"共建力量"。城就是 家，家就是城，"小家"与"大家"，正在双向奔赴。 "家"的温度，折射城市对劳动者的尊重。为城市奔忙的千万小哥，其住宿难、就医难、子女陪伴难等问 题如何解？怎样在城市中找到归属感？又如何成为城市治理和发展的重要力量？ "小哥初到大城市，最操心住宿问题" 一张床、一间房、一套房，各地探索逐步满足小哥安居需求 秦永财的家，18平方米，不算宽敞，但收拾得整洁温馨，衣柜、餐桌等一应俱全。彩色地垫上，小儿子 咿呀学语；洁白墙壁上，大儿子的奖状高高悬挂。 "这位置，这价格，想租一样大的几乎不可能，更别说带家具了。"秦永财是安徽阜阳人，18岁成 ...

Key Points - The issuance of replacement bonds for hidden debt reached approximately 1.8 trillion yuan in the first half of the year, indicating a rapid and early issuance trend [1] - The issuance of special new bonds for debt resolution is projected to be 800 billion yuan annually for five years starting in 2024, with 4.623 billion yuan issued in the first half of this year [1][2] - The total amount of local bonds issued for debt resolution accounted for 41% of the total issuance in the first half of the year [1] - The issuance of replacement bonds helps to make hidden debts visible, thereby reducing the scale of existing hidden debts and improving the overall debt structure [2] - Local governments are increasingly using special bonds to repay overdue payments to enterprises, with specific allocations made in regions like Yunnan [2][3] - The Ministry of Finance emphasizes the importance of resolving overdue payments to enterprises, particularly for private enterprises, to enhance their resilience against risks [3][4] - There is a call for accelerating the transformation of local investment companies to reduce reliance on local governments and improve their market competitiveness [4][5]

Group 1 - In June, Guangzhou's new housing market showed strong performance with 6,796 new residential units signed, marking a monthly record for the year [1] - The signed area in June reached 80.9 million square meters, reflecting a 42.8% increase compared to the average monthly transaction area in the first five months of the year, indicating resilience and growth potential in the market [1] - The increase in transactions was driven by traditional mid-year sales pushes from real estate companies and accelerated housing ticket arrangements, which supported the local market's strong performance [1] Group 2 - The Guangzhou Housing Ticket Arrangement Implementation Plan was approved in January 2024, leading to continuous upgrades in the housing ticket policy [2] - Recently, a housing ticket worth 100 million yuan was issued, setting a new record for the highest single housing ticket value in Guangzhou [2] - The acceleration of urban village renovations is expected to promote the de-stocking of existing residential properties, with the housing ticket arrangement becoming a key driver for stabilizing the real estate market in the second half of the year [2]

初夏的合肥庐江飞行营地，微风拂过停机坪。随着一阵低沉的嗡鸣，锐翔RX1E-A电动固定翼飞机缓缓 滑向跑道，几秒加速后腾空而起，舷窗外的稻田与河流如画卷舒展。 这是中国首批商业化运营电动固定翼飞机带来的全新飞行体验，也是合肥打造飞行营地矩阵，激活低空 经济"毛细血管"的真实写照。 空中精灵：电动飞机的商业化突破 电动固定翼飞机RX1E-A是中国唯一已取得适航证可开展商业化运营的电动轻型运动类飞机。该飞机总 体设计由中国工程院院士杨凤田领衔设计，是中国第一款具有自主知识产权的新能源轻型运动类飞机。 据零重力飞机工业(合肥)有限公司联合创始人石红介绍，该飞机核心零部件国产化率达100%，其630千 克的最大起飞重量可承载2人，续航程280公里，巡航速度120公里每小时，续航达150分钟。更令人瞩目 的是其"5分钟极速换电"技术，相比传统燃油飞机，电动飞机在通航运营效率和经济性上有了显著提 升。 "它不是'概念机'，而是真能赚钱的工具。"石红指着停机坪上正在换电的飞机说，目前该机型已投入初 级飞行员培训、体验带飞和巡查等场景。 2022年11月，合肥市政府在国家发展改革委的指导下，牵头设立了全国首个国际先进技术应用推 ...

中新网上海7月10日电 (李秋莹)日前，上海市青少年研究中心联合自如租房发布《2025上海青年租房趋 势报告》，全景呈现沪上青年的居住选择与生活态度。报告发现："租住为主"的城市居住新常态正在形 成，其中青年群体成为租房主力军；青年租房策略是在就业、通勤与生活品质等多维需求间的动态平 衡；应届毕业生留城租房比例连年攀升，追求性价比、合租成为首要选择。 截至2024年底，我国常住人口城镇化率达到67%，9.4亿人生活在城镇。在城镇化进程加速的背景下， 城市住房需求持续释放，特别是一线城市的租房市场表现突出。数据显示，北京、上海、广州、深圳四 大一线城市租房人口规模已近4000万人，占常住人口总数近50%。这一趋势在青年群体中表现得尤为显 著，"00后"租住比为68%、"95后"为64%、"90后"为53%，青年正成为推动城市租房市场发展的关键力 量。随着社会观念的转变以及经济形势的变化，租房不再单纯是青年群体用以短期过渡的权宜之计。当 下，不少已购置房产的青年出于追求生活品质、子女教育需求、家庭结构变化、工作调动等原因主动选 择加入租房行列，租赁市场的需求主体正呈现多元化发展趋势。 沪上青年租房呈现出明显的周期 ...

证券研究报告|宏观点评报告 [Table_Date] 2025 年 07 月 10 日 [Table_Title] 资产配置日报：憧憬 2015 重现 | | | 7 月 10 日，"反内卷"叙事余音未尽，棚改重启预期成为新的主线，股市普涨，债市齐跌，部分商品迎来强势 反弹行情。 国内资产方面，股市，大盘稳中有升，上证指数、沪深 300、中证红利分别上涨 0.48%、0.47%、0.62%；科 技很快仍在调整，科创 50、恒生科技下跌 0.32%、0.29%；小微盘行情相对平淡，中证 2000 下跌 0.05%，万得 微盘股指上涨 0.01%。债市，10 年、30 年国债收益率分别上行 1.45bp、1.60bp 至 1.66%、1.88%；10 年、30年 国债期货主力合约下跌 0.16%、0.36%。 海外方面，美国新一轮关税交易情绪整体进入缓和阶段，美元指数延续震荡走势，黄金价格亦维持窄幅波 动，日内振幅控制在 0-0.5%区间。不过，随着 8 日特朗普提出对进口铜加征 50%关税，铜价波动较大，COMEX 铜价昨日下跌 2.5%后，今日开盘后明显反弹，涨幅一度超过 2%，LME 铜亦表现偏强，日内上涨 ...

Core Viewpoint - The development of the crayfish industry in Hubei, particularly in Qianjiang, is accelerating due to government initiatives and infrastructure improvements, establishing Qianjiang crayfish as a leading brand in China [1][2]. Group 1: Industry Growth and Economic Impact - The comprehensive output value of Qianjiang crayfish has surpassed 87 billion yuan, with an annual trading volume of 800,000 tons, accounting for 60% of Hubei's total output and 25% of the national output [1]. - The "Xia Tiao" policy has designated "Qianjiang Crayfish" as Hubei's sole regional public brand, promoting a unified marketing strategy across the province [1]. - The establishment of over 4,000 Qianjiang crayfish brand stores and more than 10,000 restaurants using Qianjiang crayfish ingredients and cooking standards has expanded market reach [1]. Group 2: Supply Chain and Logistics Development - A supply chain platform with an annual transaction value exceeding 16 billion yuan has been established, involving 1,094 enterprises and 138,700 registered users [2]. - The "Xia Gu Express" logistics service platform and the only crayfish logistics big data center in the country have been created to enhance the supply chain from production to consumption [2]. - The cold chain logistics delivery system allows for delivery to all provincial capitals within 4 to 14 hours, with a 94% average freshness rate for crayfish [2]. Group 3: Market Dynamics and Price Trends - Seasonal price fluctuations are normal, with prices typically dropping during the rice planting season (May-June) and rising during peak consumption (June-August) [3]. - The introduction of "four seasons of crayfish" technology is expected to stabilize prices by extending the supply window [3]. - A survey indicated that 69.4% of crayfish farmers reported stable or increased earnings compared to the previous year, with an average net income of 2,659.2 yuan per mu, reflecting a 9% year-on-year growth [3].

Group 1: Financing Environment - The financing scale of real estate companies in the first half of this year was 184.4 billion yuan, a year-on-year decrease of 30% [1] - In the second quarter, financing reached 100.4 billion yuan, a quarter-on-quarter increase of 19%, but a year-on-year decrease of 25% [1] - Despite marginal improvements in financing support policies, the financing situation remains severe, especially for private real estate companies [1][6] Group 2: Domestic and International Financing - Domestic bond financing costs decreased to 2.71% in the first half of this year, down 0.2 percentage points from the entire year of 2024 [3] - In contrast, the cost of issuing overseas bonds remains high, with rates around 8.60% for the first half of 2025 [2] - The issuance of overseas bonds by real estate companies is primarily for refinancing existing debts, with high interest rates reflecting investor caution [2][3] Group 3: Debt Maturity and Repayment Pressure - In 2024, the maturity scale of real estate company bonds is expected to reach 482.9 billion yuan, while the issuance scale is only 220.9 billion yuan [7] - The third quarter of 2024 is projected to be a peak period for debt repayment, with approximately 160 billion yuan due [7] Group 4: Alternative Liquidity Solutions - Real estate companies are exploring various methods to supplement liquidity, such as asset sales and debt restructuring [8] - For instance, Vanke completed a stock sale plan raising approximately 479 million yuan, while Rongsheng Development announced asset swaps to reduce debts [8] Group 5: Industry Recovery Mechanisms - The urban real estate financing coordination mechanism has accelerated, with approved loans exceeding 670 billion yuan in 2024 [9] - The government plans to issue 440 billion yuan in special bonds to support investment and debt resolution in the real estate sector [9] - Successful debt restructuring cases among several companies provide a model for others in distress, promoting industry risk clearance [10]

重要的消息有哪些 1．日前，人力资源社会保障部、财政部印发《关于2025年调整退休人员基本养老金的通知》。《通 知》明确，从2025年1月1日起，为2024年底前已按规定办理退休手续并按月领取基本养老金的退休人员 提高基本养老金水平，总体调整水平为2024年退休人员月人均基本养老金的2%。此次调整是综合考虑 物价变动和职工工资增长等各方面因素，合理确定养老金调整比例。《通知》要求，各省、自治区、直 辖市要结合本地区实际，制定具体实施方案，抓紧组织实施，尽快把调整增加的基本养老金发放到退休 人员手中。 2．在今天下午召开的商务部例行新闻发布会上，新闻发言人就中国政府是否已采取相关措施打击关键 矿产转运和走私行为作出了回应。商务部新闻发言人何咏前：锑和镓等战略矿产具有明显的军民两用管 制，对其实施出口管制，符合国际通行做法。为坚决防止非法外流，今年5月，中国国家出口管制工作 协调机制办公室，已部署开展打击战略矿产走私出口专项行动，相关信息可在商务部网站查询。同时， 中国作为负责任大国，也充分考虑各国对上述战略矿产合理民用需求，依法依规对相关出口许可申请进 行审查，并批准合规申请。 3．《中华人民共和国政府和马来西 ...

北京提振消费24条来了。 为深化国际消费中心城市建设，北京市人民政府7月10日印发《北京市深化改革提振消费专项行动方案》（下称《行动方案》），从推动居民增收减负、优化 服务消费体验、增强商品消费动能等六方面提出24条措施，着力优化消费供给，提升消费品质，优化消费环境，减少消费领域掣肘。 针对居民在购房、购车过程中的痛点，《行动方案》进一步优化了住房消费和汽车消费政策，支持住房公积金"既提又贷"，明确将优化小客车指标配置，有力 畅通消费循环。 《行动方案》要求，力争到2030年，北京市市场总消费额年均增长5%左右，打造2—3个千亿级文商旅体融合消费新地标，在全球消费市场的辐射带动能力、 资源配置能力和创新引领能力进一步提升，国际消费中心城市建设取得新突破。 北京市商务局有关负责人指出，《行动方案》顺应消费升级趋势，把握消费热点需求，进一步优化升级消费供给。同时，《行动方案》突出改革创新，聚焦 消费领域裉节难点，激发市场活力。 支持住房公积金"既提又贷" "优化住房消费新供给"是本次《行动方案》的一大亮点。 在具体举措上，《行动方案》要求优先向轨道交通站点和就业密集地区供应住宅用地，完善"保障 +市场"住房供应体 ...