Core Viewpoint - The Ministry of Ecology and Environment will continue to carry out multi-field and multi-level collaborative innovation pilots for pollution reduction and carbon reduction, aiming to establish a standard system for key industries [1] Group 1: Collaborative Innovation and Standards - The focus will be on developing new productive forces, promoting new industrialization, and enhancing the synergy between pollution reduction and carbon reduction [1] - The management methods and standards for ecological industrial parks will be revised and issued [1] - Continuous promotion of ecological industrial park construction is planned to further improve the level of ecological civilization in the industrial sector [1] Group 2: Environmental Impact Assessment - The company will ensure service support for the planning and environmental impact assessment of national-level economic development zones [1] - Support will be provided for qualified economic development zones to carry out pilot reforms of environmental impact assessments [1]

中金研究 美东时间5月22日，众议院版本的"大美丽法案"（one big beautiful bill）获得通过[1]，参议院可能在6月进行投票，最终糅合版或有望按照特朗普的预 期，在7月4日美国国庆日前完成立法[2]。这部集减税、减支、抬高美债上限、国防和移民政策于一体的法案可能大幅增加未来10年美国财政赤字规 模，基本验证了我们在去年11月的报告《 特朗普+贝森特：财政难紧缩 》中的观点。中长期来看， 面对国内贫富分化、再工业化等结构性问题和全球 地缘竞争，美国大概率不具备有效削减赤字的客观条件。 从短期来看， 债务上限提高后，美债发行潮可能在7-9月到来，或迫使美国加快货币与金融 政策调整，如开启QE、加速SLR豁免及其他金融改革，为美债市场提供流动性 （参见《 美国流动性冲击、重启QE与主权财富基金 》）。 点击小程序查看报告原文 "大美丽法案"要做什么？ "大美丽法案"是特朗普上任以来便着力推进的立法计划，按照众议院最新版本（图表1），该法案主要包括如下四项内容： 图表1：CRFB预计众议院版本大美丽法案对未来10年财政基本赤字的影响 | 众议院委员会 | 主要政策诉求 | | | | | | 对财 ...

反工业化、缓慢、笨拙。 文 丨 徐煜萌 编辑 丨 钱杨 如果不是顾客人手一杯奶茶，经过的人很可能以为这是一家餐厅：后厨十来个店员做餐，不同种类的 厨具铺满操作台。穿黑围裙、戴黑帽子的年轻小伙掀开双立人高压锅的锅盖，雾气立刻遮住视线，香 味说明那是刚煮好的芋头芯子。边上的 "阿嬷" 高高拉起搅拌过的米麻薯，制作这一份要花去 40 分 钟。后厨以规定速度搅打蛋液，只为了让炖蛋漂在奶茶上。忙碌的他们站在门店最中心的位置，隐蔽 的音响发出早市般窸窸窣窣的声音，和做餐声交叠，在商业中心创造出一个缓慢却充满烟火气的空 间。显示器的号码提醒到店点餐的客人，前面已经排了 180 杯。 创始人邓倩从小生活在广西，由祖辈带大。熬煮区的阿姨叫 "阿嬷"，取自方言，也来自广西。在做奶 茶之前，她们做的是地方家常菜。邓倩印象里，长辈做的菜干净好吃，挑剔食材。她希望她的品牌给 人家的感觉、长辈亲手做的感觉。 当用标准化和自动化换效率和规模成为茶饮行业标准答案的时候，阿嬷手作没有那么做。它所有环节 手作，只用天然原料，少量拓店。所有品牌无论规模都经历了同店销售额的回落，它仍然保持一个月 卖一百多万元的业绩。一位头部茶饮公司研发人员跟我们回 ...

点击图片▲立即报名 " 象征美国最高权力的专机，始于海湾君主国的馈赠，而波音这个 ' 美国制造 ' 的图腾，如今要靠外国订单才能续命。 文 / 巴九灵（微信公众号：吴晓波频道） 卡塔尔 "送给"特朗普的波音747飞机，本周三到了美国。 "签收这份价值4亿美元豪华快递"的是五角大楼，按官员们的说法，半年后，它将经过军方秘密改装，正式成为总统的出行专座"空军一号"，但知 情人士觉得这一计划表纯属天方夜谭。 比如，重新喷漆怕都是要半年之久，更何况还要检查其安全性（毕竟来自外国），并让它具备空中作战指挥能力。 但性急的特朗普恐怕等不了这么久，作为他的最新政绩，这架飞机已经被赋予了太多光环，而光环最好时刻陪伴在总统左右。 就在贝森特与中国代表团在日内瓦进行那场举世瞩目的贸易谈判之际，特朗普则远赴中东，访问沙特阿拉伯、卡塔尔和阿联酋三国，谈成了多笔交 易，并高调宣布，预备接收一架来自卡塔尔王室的 "免费"波音747-8客机，用以取代他当前使用的"空军一号"专机。 搁下收这架飞机算不算"受赂"的争议不提，如今，白宫网站上，已经更新了特朗普的 "销售业绩"，可以预见的是，不管这架飞机未来命运如何， 制造它的公司波音 都 无可 ...

中国证监会近日同意上海期货交易所（下称上期所）铸造铝合金期货及期权注册，标志着我国期货市场首 个再生金属品种即将上市。证监会要求上期所做好各项准备工作，保障铸造铝合金期货及期权平稳运行和 健康发展。 这是我国再生金属产业第一个品种上市，对于打造产业更好生态具有重要意义。一方面形成透明、高效的定价 方式，通过市场化机制及时反映产品供需，推动产品质量和产业结构优化；另一方面控制风险、盘活资金，解 决企业成本高、账期长等痛点难题，提升抗风险能力；第三标准化引领、规范发展，以标准化产品和交割体系 促进产业提升 ，引领产业向高质量方向迈进。 铸造铝合金期货及期权即将上市，为相关产业提供了全新风险管理利器，业内反响积极。 助力绿色转型 据了解，我国是全球最大的铸造铝合金生产国和消费国，据中国有色金属工业协会统计，2024年，我国铸造铝 合金（再生）产能约为1300万吨，产量约为620万吨；表观消费量约为673万吨。铸造铝合金具有低密度、高强 度、良好的抗蚀性和优异的铸造工艺性，广泛应用于汽车、摩托车、机械设备、通信设备、电子电器、五金灯 具等领域。 铸造铝合金是以废铝为主要原料，与铜、硅等熔炼后，通过铸造工艺生成毛坯或零 ...

国常会：要加快绿色科技创新和先进绿色技术推广应用 强化新型工业化绿色底色 智通财经5月23日电，李强主持召开国务院常务会议。会议指出，推进制造业绿色低碳发展是大势所 趋，要加快绿色科技创新和先进绿色技术推广应用，强化新型工业化绿色底色。要推进传统产业深度绿 色转型，结合大规模设备更新等政策实施，积极应用先进装备和工艺，加快重点行业绿色改造升级。要 引领新兴产业高起点绿色发展，加大清洁能源、绿色产品推广，提升资源循环利用水平。要加强共性技 术攻关，完善重点领域标准，优化相关政策，健全绿色制造和服务体系，更好支持和帮助企业转型升 级。 ...

Group 1 - The World Gas Conference held in Beijing showcased over 300 companies and representatives from more than 70 countries, highlighting the global energy sector's advancements [2] - Jinka Intelligent, a key player from Qiantang New District, presented its innovations in smart kitchens and hydrogen metering solutions, emphasizing the strength of "Qiantang Manufacturing" [2] - Qiantang District aims to achieve an industrial output value exceeding 500 billion yuan by 2027, positioning itself as a global advanced manufacturing base [2] Group 2 - Jinka Intelligent has implemented a 5G smart production line, achieving a product first-pass yield rate of over 95% and reducing inventory turnover time by 20% [3] - Qiantang District has 266 companies at digitalization level 2.0, with 47 recognized as "future factories," leading the city for five consecutive years [3] - The district is actively promoting three initiatives: expanding production for 100 companies, digital transformation for 100 companies, and innovation for 100 companies [3] Group 3 - Qiantang District has two pilot areas for future industries, including synthetic biology and embodied intelligence, making it one of the regions with the most pilot areas in the province [4] - The focus on future industries represents a strategic direction for leading technological revolutions and industrial transformations [5] Group 4 - The district has attracted over 70 potential companies in the embodied intelligence sector, with a significant increase in industrial output value in the first quarter [6] - Qiantang is home to the first nucleic acid drug industrial cluster in the province, aiming to capture global innovation in this field [6] - The district is also fostering low-altitude economy enterprises and has established a demonstration zone for low-altitude economy [6]

Group 1 - The 21st China (Shenzhen) International Cultural Industries Fair opened with a focus on "Innovation Leading Trends, Creativity Illuminating Life" [1] - The Shandong exhibition area featured six major sections showcasing nearly 100 enterprises and over 2,000 products, highlighting the integration of culture and technology [1] - The Shandong exhibition emphasized digital technology's role in enhancing the film industry's productivity, showcasing key film bases and new business models [3] Group 2 - The Shandong exhibition included a "virtual film studio" where visitors could participate in filming experiences, demonstrating advancements in film production technology [2] - Innovative health technology was showcased, including an AI health assessment mirror and a robot for personalized SPA treatments, reflecting the application of technology in cultural consumption [4][6] - The "Good Guest Shandong · Qilu No. 1" tourism train was presented as an immersive cultural experience, allowing visitors to explore Shandong's attractions interactively [7]

Core Points - The "Clean Industry Agreement" aims to accelerate decarbonization and ensure the future of manufacturing in Europe, focusing on energy-intensive industries and clean technologies [1][2] - The agreement is a continuation of the "European Green Deal," emphasizing the importance of sustainable development and the return of strategic production to Europe [1][2] - It aims to create high-quality jobs and enhance economic autonomy by reducing reliance on external supplies [1][2] Group 1: Key Priorities of the Clean Industry Agreement - The agreement promotes investment in renewable energy and nuclear power to stabilize the energy system [1][2] - It aims to establish an interconnected energy alliance to provide affordable and predictable electricity prices, fostering attractive conditions for new investments [2][3] - The legislation framework under the net-zero emissions industry regulations supports the development of manufacturing technologies for solar panels and wind turbines [2][3] Group 2: Enhancing Energy Competitiveness - The Clean Industry Agreement includes specific legislation to modernize electricity transmission infrastructure, aiming to balance electricity prices across member states [3][6] - Lower and predictable energy prices are expected to reduce production costs and enhance the competitiveness of European companies in the global market [3][6] - The Energy Efficiency Directive (EU) 2023/1791 introduces mechanisms to reduce energy consumption and improve energy efficiency in public buildings [3][6] Group 3: Promoting Sustainable Technology Innovation - The EU actively supports innovation and investment in sustainable technologies through financial mechanisms like the recovery plan, emphasizing green technologies [4][6] - Member states receive additional support to create conditions for public-private partnerships, which are crucial for achieving long-term goals [4][6] - The net-zero emissions industry regulations facilitate the construction of strategic projects across Europe, prioritizing companies developing new technologies [4][6] Group 4: Cooperation Mechanisms for Energy Connectivity - The EU relies on cross-border cooperation to improve energy connectivity and stability, including the construction of strategic electricity transmission infrastructure [6] - Financial incentives are provided through European funds to support infrastructure modernization [6] - The Energy Efficiency Directive (EU) 2023/1791 mandates annual renovations of public buildings to meet energy-saving standards, contributing to a more interconnected energy network [6]

证券代码：003036 证券简称：泰坦股份 公告编号：2025-021 债券代码：127096 债券简称：泰坦转债 浙江泰坦股份有限公司 关于全资子公司变更名称、经营范围、注册资本、法定代表人 暨完成工商变更登记的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江泰坦股份有限公司为推进新型工业化产业战略布局，满足未来业务发展 需要，开展新业务，全资子公司新昌县泰坦科技有限公司的公司名称、经营范围、 注册资本、法定代表人等进行了变更，相关工商变更登记手续已办理完毕，并取 得了新昌县市场监督管理局换发的《营业执照》，主要情况如下： 一、主要变更情况 变更内容 变更前 变更后 公司名称 新昌县泰坦科技有限公司 浙江泰坦机器人有限公司 一般项目：智能机器人的研发； 生产销售、研究开发：机械设 工业机器人制造；智能机器人销 备、纺织机械、电子、电控设 售；工业机器人销售；人工智能 备（以上经营范围涉及许可经 经营范围 应用软件开发；信息系统集成服 营的凭许可证经营）（依法须 务；智能控制系统集成（除依法 经批准的项目，经相关部门批 须经批准的项目外，凭营业执照 ...