Group 1 - A-shares main indices experienced a rapid rise, with the A500 ETF (512050) increasing by 0.82% as of 10:14 AM, driven by strong performances from stocks like Baogang Co. and Northern Rare Earth, which hit the daily limit up [1] - Baogang Co. and Northern Rare Earth announced a price increase for rare earth concentrate for Q3, adjusting the price to 19,109 yuan/ton, a 1.5% increase from Q2's 18,825 yuan/ton [1] - The core assets in A-shares are expected to continue their recovery, supported by China's implementation of counter-cyclical adjustments and moderately loose monetary policy, achieving multiple goals of stabilizing growth, controlling prices, preventing risks, and promoting stability [1] Group 2 - The new generation core broad-based A500 ETF (512050) helps investors easily allocate to core A-share assets, tracking the CSI A500 Index with a strategy that combines industry-balanced allocation and leading stock selection [2] - The ETF covers all sectors and integrates both value and growth attributes, with a natural "dumbbell" investment characteristic, overweighting sectors like electronics, pharmaceuticals, and power equipment compared to the CSI 300 [2]

Core Viewpoint - Shanghai Chlor-Alkali Company has established a new党建品牌 ("Party Building Brand") named "'氯'践行" to integrate党建 (Party Building) with business operations, aiming for high-quality development and a positive corporate image [1] Group 1: Party Building Initiatives - The company emphasizes the central role of "氯" (Chlorine) in its production and operations, enhancing the ideological appeal through collective efforts [2] - Annual "thematic discussions" and "rational suggestions" activities are conducted to foster development and encourage employee participation [3] - Each of the 23 grassroots party branches selects a unique theme annually, promoting leadership and development among party members [4] Group 2: Strategic Development - The company implements the "江河入海" (River to Sea) strategic development approach, focusing on comprehensive growth [5] Group 3: Green Development - The company integrates the "green" element into its operations, enhancing development momentum and fostering new productive capabilities, with a total of 224 patents applied, 9 of which received Shanghai Science and Technology Awards [6] - Digital technologies, including AI and robotics, are deployed to facilitate green transformation and innovation, significantly improving safety levels in chemical operations [6] - The company has established a "waste-free factory" in the Shanghai Chemical Zone and adheres to environmentally friendly practices in its projects, such as protecting mangroves in Guangxi [6] Group 4: Safety and Integrity - The company focuses on safety and integrity, implementing "律" (Law) requirements to enhance team action and maintain a transparent ecosystem [7] - Future plans include creating a党建品牌 matrix, focusing on four dimensions for systematic layout and organic integration [7] Group 5: Structural and Mechanism Enhancements - The company will lead with the core brand "'氯'践行" to establish a spiritual core and action guidelines [8] - It aims to deeply embed党建 into the business chain, ensuring that party branches are integrated within operational areas [8] - A closed-loop management system will be implemented, including a star rating assessment mechanism for party branches to promote collaborative success [9] - The company will leverage resource integration and a smart党建 platform to enhance the standardization and specialization of party branches [9]

四是系列活动体现海南特色。今年是海南自贸港封关运作、扩大开放之年，论坛活动中将特别设置专题 环节，宣介海南自贸港建设成果与发展政策，凝聚发展合力。 2025年中国航海日主场活动在琼海举行 20余项特色活动聚焦"绿色与创新" 海南日报博鳌7月10日电(海南日报全媒体记者陈婧)7月10日，记者从在琼海博鳌举行的2025年中国航海 日活动新闻通气会上获悉，7月10日至12日在博鳌举办的中国航海日主场活动内容丰富，将推出论坛、研讨 会、科普文化等20余项活动，呈现一场兼具专业性、前沿性、公众性与海南特色的盛会。 二是开展智库研讨助力行业发展。将举行航运新质生产力发展研讨会，邀请"老交通智库"与港航企业代 表，围绕内河航运高质量发展、科技赋能海运高质量发展、智能航行技术创新及应用前景等主题开展演讲和 交流。 据悉，今年是中国航海日设立20周年，也是郑和下西洋620年。今年中国航海日以"绿色航海 向新图 强"为主题，主场活动将呈现五大特色。 一是突出专业视野与前沿探索。本届论坛设5个分论坛及5个平行论坛活动，聚焦行业热点和前沿话题， 并新增船舶金融保险、游艇业安全发展等前沿议题，覆盖面更广。在2025年中国航海日主论坛暨 ...

本届大会由中共北京市委宣传部（北京市新闻出版局）、中国音像与数字出版协会、中国作协网络文学 中心、中共北京市委网络安全和信息化委员会办公室、北京经济技术开发区管理委员会联合主办。 据介绍，本届大会由"1+4+2"主题论坛和"1+1+3"配套活动两大核心板块构成。"1+4+2"主题论坛涵盖1 场主论坛、4场分论坛、2场分享沙龙。"1+1+3"配套活动包括1个宣传长廊、1个网文精品推荐活动、3 个特色活动。 大会主论坛将发布年度网络文学发展报告，4场分论坛分别为"创作评论""科技赋能""版权保护""青年力 量"，与会嘉宾将深入探讨网络文学繁荣发展新方向、新路径。分享沙龙将邀请作家、平台运营者、专 家学者等，就网络文学短篇创作趋势与衍生开发、传统文化在网络创作中的创新表达等话题进行交流。 配套活动精彩纷呈，"创新"主题宣传长廊将通过实物、互动装置和沉浸式体验等方式，生动展现网络文 学融合发展的最新成果。"IP之夜""创作采风""云上阅读季"等特色活动也各具亮点："IP之夜"发布网文 精品创作成果、征文大赛结果以及微短剧转化计划，线上线下联动打造网络文学IP盛宴；作家采风活动 精心设计两条路线；"云上阅读季"活动营造 ...

2025 年 7 月 11 日 李亚飞 投资咨询从业资格号：Z0021184 liyafei2@gtht.com 金园园（联系人） 期货从业资格号：F03134630 jinyuanyuan2@gtht.com 【基本面跟踪】 硅铁、锰硅基本面数据 | | 期货合约 | 收盘价 | 较前一交易日 | 成交量 | 持仓量 | | --- | --- | --- | --- | --- | --- | | | 硅 铁2508 | 5564 | 184 | 12,063 | 19,855 | | 期 货 | 硅 铁2509 | 5576 | 184 | 290,052 | 212,474 | | | 锰 硅2508 | 5798 | 9 0 | 9,676 | 15,792 | | | 锰 硅2509 | 5808 | 9 0 | 343,446 | 371,465 | | | 项 目 | | 价 格 | 较前一交易日 | 单 位 | | --- | --- | --- | --- | --- | --- | | | 硅 铁:FeSi7 5-B:汇总价格:内 蒙 | | 5200 | +50.0 | 元/吨 | | ...

机构观点： 华泰证券：坚定看好铜价上行趋势，本次回调或是配置良机 华泰证券表示，2025年7月8日，美国商务部长卢特尼克宣布特朗普将对铜加征50%的关税，政策预计于 7月下旬或者8月1日实施。由于距离关税实施较短，我们判断"抢运"行情基本结束；7月下旬或者8月1日 正式加征50%关税后，消失的出口需求+铜7-8月传统淡季，非美地区供需紧张的格局或逆转，我们判断 短期LME/SHFE铜价或回调、但幅度有限。我们坚定看好铜价上行趋势，本次回调或是配置良机。 凤凰网财经讯 7月11日，三大指数集体高开，沪指高开0.05%，深成指高开0.06%，创业板指高开 0.02%，稀土永磁、稳定币、泛金融等板块指数涨幅居前。 | | | | | 沪深京重要指数 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 販新 | 涨幅% | | 涨跌 | 张速% | 总手 | 现手 | 金额 | | 上证指数 | 3511.37 | 0.05 | 1.69 | 942/807 | -0.09 | 625万 | 625万 57.45 7 ...

据北京政府网站消息，7月9日，市政协召开人工智能委员工作室成立暨"人工智能发展面临的挑战及建 议"座谈会。市政协副主席崔述强出席并讲话。会上，市政协提案委员会主任王文杰宣布委员工作室成 立并宣读组成人员名单。崔述强表示，人工智能是当下新质生产力发展的代表和突破口，是新一代科技 革命和产业变革的重要驱动力量。要深入学习贯彻习近平总书记关于科技强国的重要论述，科学把握科 技的战略先导地位和根本支撑作用，加强对人工智能发展的关注；准确把握委员工作室的性质定位，真 正把委员工作室打造成委员联系界别群众的载体、服务群众的阵地和委员履职的平台；做好常态长效运 行，发挥召集人作用，切实提升委员工作室工作水平，力争办出特色、办出实效；广泛听取界别群众的 意见建议，反映人工智能发展及场景应用面临的实际问题，为助推首都人工智能产业高质量发展积极建 言献策。 ...

内容概要："十四五"以来，镇江市重点培育打造制造业新的"四梁八柱"，形成了4大产业集群和8条重点 产业链，包括高端装备制造、生命健康、数字经济、新材料四大产业集群，培育新型电力（新能源）装 备、汽车及零部件（新能源汽车）、高性能材料、医疗器械和生物医药、新一代信息技术、航空航天、 海工装备、智能农机设备等八条富有镇江特色的重点产业链。"四群八链"在全市工业经济中的四梁八柱 作用进一步凸显，2024年，镇江市四大产业集群和八条重点产业链分别完成开票销售分别4126.1亿元、 3683.4亿元，占规上工业比重的76.0%和67.9%，较2021年分别提高27.6、31.1个百分点；同比分别增长 0.3%、0.4%。 上市企业：江苏索普（600746.SH）、东方电热（300217.SZ）、大港股份（002077.SZ）、正丹股份 （300641.SZ）、鼎胜新材（603876.SH）、天奈科技（688116.SH）、常青科技（603125.SH）、三维股 份（831834.BJ）、大亚圣象（000910.SZ）、鱼跃医疗（002223.SZ）、恒宝股份（002104.SZ）、图南 股份（300855.SZ）、同力 ...

近日，厦门国际银行北京分行助力中交一公局集团有限公司在北京证券交易所（以下简称"北交所"）成功发行首单科技创新绿色公司债券。该笔债 券是北交所首单兼具"科技创新"与"绿色"双标识的公司债券，也是北交所首单央企债券。债券发行规模3亿元，发行期限60天，票面利率1.6%，创下 交易所市场央国企短期公司债券票面利率历史新低，其中厦门国际银行北京分行参与认购6000万元。 以科技金融助力培育新质生产力。厦门国际银行北京分行紧密结合首都战略定位与高精尖产业发展趋势，聚焦"2+3"重点产业方向，重点支持AI、 集成电路、新能源、生物医药等先进制造业和战略性新兴产业，以高质量金融服务助力科技企业转型升级。截至2025年6月末，厦门国际银行北京 分行科技金融贷款余额已超百亿元。 以绿色金融驱动可持续发展。厦门国际银行北京分行积极践行国家绿色金融战略布局，以助力区域绿色发展为己任，持续健全绿色金融工作机制、 强化绿色金融服务能力、创新绿色金融信贷产品，不断加强对节能环保、清洁生产、基础设施绿色升级、生态环境保护修复等重点领域的金融支持 力度。截至2025年6月末，厦门国际银行北京分行绿色贷款余额较2024年初增长近50%，为绿 ...

Core Viewpoint - The Shandong Provincial Government has launched an action plan to accelerate the development of the robotics industry, aiming for the manufacturing scale to exceed 50 billion yuan by 2027 [2][3]. Group 1: Action Plan Overview - The "Shandong Province Robotics Industry High-Quality Development Action Plan (2025-2027)" includes 18 measures to support the robotics industry comprehensively [2][4]. - The plan aims to cultivate more than three leading robotics manufacturing enterprises with an output value exceeding 2 billion yuan each [3]. Group 2: Key Tasks - The action plan outlines five major tasks: promoting key technology innovation, accelerating the cultivation of industry entities, facilitating industrial agglomeration, expanding application scenarios, and enhancing support for essential elements [3][4]. - Specific initiatives include the establishment of innovation centers across four fields: industrial robots, service robots, special robots, and humanoid robots [3]. Group 3: Regional Development Focus - The plan includes tailored development tasks for each city, such as creating a leading testing and verification platform for robots in Jinan and advancing humanoid robot development [4]. - The strategy emphasizes the cultivation of innovative small and medium-sized enterprises and "little giant" companies to strengthen the industry ecosystem [4]. Group 4: Application and Impact - The robotics industry in Shandong is increasingly integrated into various sectors, with notable advancements in efficiency and precision across multiple applications, such as medical robotics and industrial automation [5][6]. - The government is promoting the adoption of innovative robotic products and software to reduce risks for enterprises, with several products already gaining market recognition [5].