Economic Events and Data Summary - Key focus on various economic indicators and events scheduled for July 3rd, including China's Caixin Services PMI for June [1] - Switzerland's CPI month-on-month for June will be released at 14:30 [1] - The Ministry of Commerce will hold a regular press conference at 15:00 [1] - Final services PMI for June will be published for France at 15:50, Germany at 15:55, and the Eurozone at 16:00 [1][1][1] - The UK's services PMI for June will be available at 16:30 [1] - The European Central Bank will release the minutes of its June monetary policy meeting at 19:30 [1] - Key U.S. labor market data will be released at 20:30, including the unemployment rate and non-farm payrolls for June [1] - The final services PMI for June from S&P Global will be published at 21:45 [1] - The ISM Non-Manufacturing PMI and factory orders for May will be released at 22:00 [1] - EIA natural gas inventory data for the week ending June 27 will be available at 22:30 [1] - Federal Reserve's Bostic will speak on monetary policy at 23:00 [1] - Total U.S. oil rig count for the week ending July 4 will be reported at 01:00 the next day [1]

美国6月27日当周EIA精炼厂设备利用率变化 0.2%，预期 0.35%，前值 1.5%。 ...

智通财经7月2日电，美国一周炼厂产能利用率上升0.2个百分点。 ...

美国一周炼厂产能利用率上升0.2个百分点。 ...

美国至6月27日当周EIA精炼厂设备利用率 94.9%，预期95.1%，前值94.7%。 ...

据多家媒体报道，7月2日，B站向全体正式员工发送邮件， 通报了原游戏合作部总经理张某 敏的违法行为，称其在B站工作期间存在严重的职务犯罪行为，已经被公安机关依法逮捕。 不过B站公告未透露该员工犯罪的具体情况。 值得注意的是，有行业媒体报道称，早在今年4月，就有相关朋友圈在业内流传。当时多名相 关人士透露，当事人系前B站负责联运的合作部总经理张某敏，她已被有关部门带走接受调 查。 互联网公司反腐消息不断，B站、完美世界、唯品会、饿了么等重拳出击！ 据领英信息， 张某敏先后在汇丰银行、上海莫塞尔以及华为任职。 从职位来看，其业务范围 包括电商、游戏等内容，还曾担任过华为游戏中心部长。 昨日（7月1日），A股游戏龙头之一的 完美世界 也发布了反腐公告。 公告显示，完美世界旗下包括百万、青云、硬核工作室总计8名在职及已离职人员，涉嫌与供 应商内外勾结、营私舞弊、损害公司利益， 已被辞退并永不录用 ，完美世界已向公安机关报 案。 涉案人员涵盖工作室负责人、美术组长、策划总监及HR经理，其中原百万工作室负责人秦某 已被检察机关批捕。四家供应商——成都西游部落科技、成都巧可力科技、广州图酷网络科 技以及成都喵师兄被 列入永 ...

Core Viewpoint - Intel's CEO is reportedly considering a strategic shift in the company's foundry business, leading to a nearly 6% drop in the company's stock price [1] Group 1 - Intel's stock price fell close to 6% following news of potential changes in its foundry strategy [1]

证券代码：300376 证券简称：ST 易事特 2025 年 7 月 2 日 易事特集团股份有限公司 投资者关系活动记录表 编号：2025-001 投资者关系活 动类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 参与单位名称 及人员姓名 东莞证券 黄秀瑜、刘兴文 时间 2025 年 7 月 2 日 地点 广东省东莞市松山湖高新技术产业开发区总部五路1号公司会议室 上市公司接待 人员姓名 董事会秘书 董志刚 证券事务代表 温凯、石雅芳 证券事务主管 王 皓 投资者关系活 动主要内容介 绍 公司董事会秘书董志刚先生、证券事务代表温凯先生、石雅芳 女士、证券事务主管王皓先生通过现场会议的形式向调研嘉宾介绍 了公司的基本情况、最新业务进展及未来发展方向，并与投资者就 公司相关情况展开了详细沟通与交流。 一、投资者交流情况主要内容如下： 1、公司 2024 年度整体发展情况如何？ 答：2024 年，公司在产业数字化与新能源+储能双轮驱动实现 稳健发展。电力电子设备领域，凭借品牌积累与技术沉淀，UPS 不 间断电源、数据中心系统集成等核心产品持续巩固国内市场地位 ...

Core Insights - The article discusses the changing dynamics of couples working in large tech companies in Shenzhen, highlighting a shift from high-risk, high-reward jobs to more stable positions in state-owned enterprises or public sectors due to recent layoffs and job instability [5][39]. Group 1: Employment and Financial Stability - Many couples in Shenzhen's tech industry initially enjoyed high salaries and financial success, allowing them to achieve significant milestones like buying homes and cars earlier than their peers [2][9]. - The recent wave of layoffs in large tech companies has led couples to reassess their career strategies, with one partner remaining in a high-risk tech job while the other seeks stability in government or state-owned enterprises [5][46]. - The trend of one partner becoming a "house husband" or "大厂赘婿" (tech husband) reflects a broader shift in societal norms regarding employment and family roles [6][59]. Group 2: Relationship Dynamics - The intense work culture in large tech firms has resulted in couples feeling emotionally drained, leading to a lack of communication and connection in their relationships [10][19]. - As couples adapt to the pressures of their jobs, they often find themselves living more like roommates than partners, with little time for emotional support or shared activities [21][24]. - The decision to pursue stability has allowed couples to balance work and family life better, leading to improved emotional well-being and relationship satisfaction [35][36]. Group 3: Changing Social Standards - The criteria for choosing partners among tech workers have evolved, with a growing emphasis on job stability and income over traditional attributes like beauty or youth [48][55]. - The perception of "大厂光环" (the halo effect of working in a big tech company) has diminished, prompting individuals to seek partners in more stable professions such as teaching or civil service [44][60]. - The combination of a tech worker and a public sector employee is increasingly seen as an ideal partnership, balancing financial responsibilities with family care [61][62].

证券研究报告 | 行业深度报告 2025 年 07 月 02 日 储能系列报告（11） 欧洲工商储有望迎来需求爆发 中游制造/电力设备及新能源 工商储作为灵活性资源在电力市场的作用日益凸显，欧美成熟的电力市场为其 提供了畅通的盈利模式。过去由于工商业电价较居民更低，造成工商储经济性 要求更高，当前在欧洲装机远低于户储。但得益于产业链价格下行、针对性政 策支持及动态电价的普及，工商储的经济性拐点已经到来，行业有望迎来需求 爆发。针对工商储应用场景对安全、防护及经济的严苛要求，国内主要企业均 已推出的能量密度更高、部署更快、成本更低、安全性更强的一体化方案，有 望充分受益于市场需求的增长。 风险提示：行业政策变动，贸易壁垒加剧，行业竞争加剧等。 重点公司主要财务指标 | 公司简称 | 公司代码 | 市值 | 24EPS | 25EPS | 25PE | PB | 投资评级 | | --- | --- | --- | --- | --- | --- | --- | --- | | 阳光电源 | 300274.SZ | 142.4 | 5.32 | 5.85 | 11.7 | 3.5 | 强烈推荐 | | 德业股份 ...