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 | | ...

Market Overview - Major indices in China opened higher, with the Shanghai Composite Index up 0.05%, Shenzhen Component Index up 0.06%, and ChiNext Index up 0.02% [1] - The Shanghai Composite Index reached 3,511.37 points, while the Shenzhen Component Index was at 10,637.45 points [2] US Market Performance - US stock indices collectively rose, with the Dow Jones up 0.43% at 44,650.64 points, S&P 500 up 0.27% at 6,280.46 points, and Nasdaq up 0.09% at 20,630.66 points, marking new highs [3] - Chinese concept stocks saw a general increase, with notable gains in companies like ZTO Express (up 9.21%) and Beike (up 6.52%) [3] Industry Insights - Huatai Securities remains optimistic about the upward trend in copper prices, viewing recent price corrections as potential buying opportunities, especially in light of upcoming tariffs on copper [4] - CICC suggests investors focus on performance and valuation recovery opportunities in the electric grid and industrial control sectors in the second half of the year, highlighting sustained investment growth in the electric grid [5] - CITIC Securities indicates that despite high valuations in US stocks, there may be opportunities for investment, particularly in technology and telecommunications sectors, as the market adjusts to tariff impacts [6] Technological Developments - Huatai Securities predicts a significant turning point in the development of multimodal large models and applications, driven by advancements in technology and commercial progress [7] - The firm emphasizes the importance of recognizing the mainstream adoption of native multimodal architectures and the need to focus on global advancements in AI commercialization [8]

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].

中信建投 格局重塑中的宏观经济与资产布局 20250710 摘要 中国经济正经历结构性转变，包括南方世界的崛起、国内大循环建设以 及新旧产业结构的明显分化。资金脱虚向实，以制造业为代表的实体经 济正在升级，人力资本的重要性日益凸显，中央提出投资于人，包括生 育、教育、医疗、养老等领域。 中国宏观经济面临"6D"趋势：去全球化或区域化、人口结构变化（95 后成为消费主力）、数字化转型加速、债务问题、分配不均加剧以及环 境保护压力增大。这些趋势将对未来经济产生深远影响，需要投资者密 切关注。 全球贸易格局呈现"东升西降"态势，中国已成为全球多数国家的最大 贸易伙伴。2023 年，以中国为第一大商品进口来源地的国家和区域达 到 81 个，反映了中国在全球贸易中的核心地位。 中国坚持制造强国战略，在制造业方面取得显著成果，如发电量远超美 国，制造业增加值已超过美国。而美国面临实体经济空心化问题，试图 通过贸易战重振制造业，但效果有限。 Q&A 如何理解当前宏观经济格局的重塑？ 当前宏观经济格局的重塑可以从五个方面来理解：东和西、内和外、新和老、 虚和实、人和物。首先，东升西降是一个长期趋势，无论在经济层面还是政治 层 ...

1. 包钢股份、北方稀土双双宣布进一步上调稀土精矿关联交易价格。 今日导读 2. 《北京市深化改革提振消费专项行动方案》（下称《行动方案》）7月10日正式发布。 《行动方案》提出，力争到2030年，北京市场总消费额年均增长5%左右，打造2至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。 3. 记者从开普勒获悉，近日，公司完成A+轮融资，投资人为福然德和涛涛车业。这已是 公司近半年来，第三次披露融资进展。据了解，公司目前已经累计引入福然德、涛涛车 业、兆丰股份、 汉威科技 、乔锋智能、柯力传感和伟创电气7家上市公司股东。 宏观消息 1、自然资源部于10日发布消息，今年上半年，我国新发现矿产地38处，同比增长31%，其中大中型25 处。今年上半年，我国非油气矿产勘查投入资金66.93亿元，同比增长了23.9%，保持快速增长势头。 2、 金融监管总局发布关于防范虚假宣传诱导网络贷款的风险提示。近期，一些不法机构或平台通过 混淆概念、不实承诺、隐瞒风险等虚假宣传手段，诱导消费者办理网络贷款，不仅给消费者带来沉重 的经济负担，还 ...

Core Viewpoint - The revitalization of Wuchang Ancient City, a historical site with over 1800 years of history, is being driven by cultural tourism and urban development, enhancing its appeal to visitors and integrating modern commercial activities with historical preservation [1][2][3]. Summary by Sections Historical Preservation and Renovation - 83 historical buildings have been restored in Wuchang Ancient City, with a focus on maintaining their original appearance and historical significance [2][3]. - The Doujiying area, which underwent protective renovations over two years, now offers views of the iconic Yellow Crane Tower, enhancing the historical skyline of the city [3][4]. - The renovation process involved significant challenges, including the restoration of the largest Nordic-style building complex in Wuhan, which required extensive research and modern technology for accurate reconstruction [4][5]. Cultural and Commercial Integration - The revitalization efforts have introduced a blend of cultural and commercial activities, with 60% of the businesses in the Doujiying area being non-standardized commercial ventures, including themed cafes and cultural shops [7][8]. - The introduction of new businesses aims to create a "street museum" experience, allowing visitors to engage with the historical narratives of the area while enjoying modern amenities [6][8]. Tourism and Economic Impact - Wuchang District is projected to receive over 50 million tourists in 2024, with tourism revenue expected to exceed 52 billion yuan, indicating a strong economic impact from the cultural tourism initiatives [13]. - The district has been recognized for its cultural industry competitiveness and tourism capabilities, ranking among the top in China for both categories [13]. Future Development Plans - Future plans for Wuchang Ancient City include the establishment of a spatial layout characterized by a central axis and multiple horizontal axes to showcase its historical and cultural heritage while promoting modern recreational activities [6][12]. - The ongoing development aims to foster a new quality of productivity driven by cultural tourism, contributing to the economic transformation towards a more digital and sustainable model [13].