重要消息 央行连续8个月增持黄金 A股将发布专精特新系列指数 国家发展改革委办公厅等四部门发布《关于促进大功率充电设施科学规划建设的通知》 特朗普签署行政命令，将"对等关税"暂缓期延长至8月1日 特朗普发信函给日韩及南非等14国威胁征税，最高税率40% 重要的消息有哪些 1．外交部发言人毛宁主持7月7日例行记者会。会上有外媒记者提问称：金砖国家峰会将于当天闭幕，此 前美国总统特朗普批评金砖国家推行"反美政策"，并威胁对其成员国加征10%的新关税，请问中方对此有 何评论？毛宁对此表示，金砖机制是新兴市场和发展中国家合作的重要平台，倡导开放包容、合作共赢， 不搞阵营对抗，不针对任何国家。关于加征关税，中方已经多次阐明了立场，贸易战、关税战没有赢家， 保护主义没有出路。 2．国家发展改革委办公厅等四部门发布《关于促进大功率充电设施科学规划建设的通知》，其中提出， 结合当地经济发展水平、新能源汽车推广力度和电力资源分布，以即充即走场景为重点，因地制宜、适度 超前、科学合理做好大功率充电设施发展布局。到2027年底，力争全国范围内大功率充电设施超过10万 台，服务品质和技术应用实现迭代升级。 3．中国6月末外汇储备3. ...

金十数据7月8日讯，当地时间7月7日，国务院总理李强在里约热内卢会见世界贸易组织总干事伊维拉。 李强指出，中国有充足的资源和办法对冲外部不利影响，有信心有能力推动自身经济持续健康发展。今 年我们实施更加积极有为的宏观政策，推进扩大内需战略，开展提振消费专项行动，14亿多人的超大规 模市场将持续释放巨大需求。我们将推出更多自主开放和单边开放措施，严格遵守世贸组织原则和市场 规则，继续与各国分享发展机遇，为世界注入正能量。 （新华社） 李强：中国有充足的资源和办法对冲外部不利影响 ...

Group 1: Trade and Tariffs - The U.S. President Trump signed an executive order extending the "reciprocal tariffs" delay until August 1, 2025, after initially announcing high tariffs on certain trade partners [2] - Trump announced a 25% tariff on all products imported from Japan and South Korea starting August 1, 2025, stating that this rate is still below what is needed to eliminate the trade deficit with these countries [2] - The U.S. is in discussions regarding the acquisition of TikTok's U.S. operations, with Trump indicating that a deal is "basically reached" but may still require approval from China [2][3] Group 2: Central Bank and Gold Reserves - The People's Bank of China increased its gold reserves to 7.39 million ounces (approximately 2298.55 tons) as of the end of June, marking the eighth consecutive month of increases [4] - A survey by the World Gold Council indicated that 95% of central banks expect to continue increasing their gold reserves in the next 12 months, the highest percentage since the survey began in 2019 [4] Group 3: Pension Fund Investments - A German pension fund, KZVK, has entrusted its investment in China to Franklin Templeton's Hong Kong subsidiary, with an initial investment of $50 million [7] - The investment will cover Chinese stocks, including those listed in Hong Kong, mainland China, and U.S.-listed Chinese companies [7] Group 4: Financial Market Trends - A price war in business loans is emerging among banks, with many lowering interest rates below 3%, while smaller banks struggle to keep up [8] - Insurance companies have made 20 equity stakes in listed companies this year, matching the total for the previous year, driven by a low-interest environment and policy guidance [11] Group 5: Charging Infrastructure - The National Development and Reform Commission announced plans to enhance the layout of high-power charging infrastructure, aiming for over 100,000 high-power charging stations by the end of 2027 [9][10] Group 6: Semiconductor Industry - Changxin Technology, a leading Chinese memory chip manufacturer, has accepted guidance for its IPO, with the first major shareholder holding 21.67% of the company [13][14] Group 7: Stock Market Performance - A-shares showed mixed performance on July 7, with the Shanghai Composite Index closing at 3473.13 points, a slight increase of 0.02% [17] - The Hong Kong stock market experienced a rebound, with the Hang Seng Technology Index rising by 0.25% [17] Group 8: Corporate Earnings - Industrial Fulian expects a net profit increase of approximately 50% for the second quarter [20] - Several companies, including RISC-V and Li Er Chemical, project significant year-on-year profit increases, with some expecting up to 460.7% growth [21]

丨证券研究报告丨 固定收益丨点评报告 [Table_Title] 专项债发行进度近 50% ——政府债周报（7/6） 报告要点 [Table_Summary] 6 月 30 日-7 月 6 日地方债共发行 721.39 亿元。其中新增债 574.32 亿元（新增一般债 66.00 亿元，新增专项债 508.22 亿元），再融资债 147.07 亿元（再融资一般债 146.37 亿元，再融 资专项债 0.7 亿元）。 截至 7 月 6 日，今年地方债共计发行 55077.46 亿元，其中新增债 26155.54 亿元（新增一般债 4520.17 亿元，新增专项债 21635.37 亿元），再融资债 28921.92 亿元（再融资一般债 7419.17 亿元，再融资专项债 21502.75 亿元）。 分析师及联系人 [Table_Author] SAC：S0490524080003 SAC：S0490524120005 SFC：BVN394 SFC：BVZ968 赵增辉 赖逸儒 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title 专项债发行进度 ...

1 、 美国总统特朗普威胁对金砖国家加征 10% 新关税。 外交部对此回应称，金砖机制是新兴市场和发展中国家合作的重要平台，倡导 开放包容、合作共赢，不搞阵营对抗，不针对任何国家。关于加征关税，中方已经多次阐明了立场，贸易战、关税战没有赢家，保护主 义没有出路。 2 、 美国总统特朗普接连在社媒上公布其对多个国家发出的关税信函，截至目前，其已对 14 个国家发出最新的关税税率威胁。 其中日 本、韩国、哈萨克斯坦、马来西亚和突尼斯面临 25% 的关税税率；南非、波斯尼亚税率为 30% ；印尼税率为 32% ；孟加拉国和塞尔 维亚 税率 为 35% ；泰国和柬埔寨税率为 36% ；老挝和缅甸税率为 40% 。上述关税将于 8 月 1 日生效。此前，美国白宫表示， 特朗 普将签署行政令，把关税谈判截止日期推迟至 8 月 1 日。 3 、 央行数据显示，截至 6 月末，我国黄金储备规模 7390 万盎司，较 5 月末增加 7 万盎司，为连续第 8 个月增持黄金。 国家外汇局 披露，截至 6 月末，我国外汇储备规模为 33174 亿美元，较 5 月末上升 322 亿美元，已连续 19 个月稳定在 3.2 万亿美元以上。 ...

Group 1 - The company Nuway CNC (688697) has recently obtained a utility model patent for a "brake locking mechanism," with the patent application number CN202421842341.9 and an authorization date of July 8, 2025 [1] - The patent describes a brake locking mechanism that includes a cylinder, piston, stator fixed plate, and brake pads, designed to reduce the swing angle of a five-axis cradle turntable during power outages or emergency stops, thereby lowering the overall cost of the locking mechanism [1] - In 2023, Nuway CNC has received 35 new patent authorizations, representing a 105.88% increase compared to the same period last year [1] Group 2 - The company has invested in one external enterprise and participated in 246 bidding projects [2] - Nuway CNC holds 21 trademark records, 388 patent records, and 15 copyright records, along with 44 administrative licenses [2] - In 2024, the company invested 112 million yuan in research and development, reflecting a year-on-year increase of 10.35% [1]

上证专精特新指数选取100只规模较大的沪市专精特新"小巨人"上市公司证券作为指数样本，主板证券 占比25%，科创板证券占比75%。样本合计市值占沪市专精特新证券的54.7%，为市场提供沪市专精特 新企业表现基准。 中证专精特新100指数分别从沪深北市场选取合计100只排名靠前的专精特新"小巨人"证券作为指数样 本，最新一期样本包含的沪深北市场证券分别为41只、48只和11只。该指数对全体专精特新上市公司的 市值、营业收入、研发支出和净利润覆盖率分别为33.0%、20.9%、28.8%和40.0%，全面反映A股市场 专精特新企业的分布格局。 深证专精特新指数、创业板专精特新指数基于工信部专精特新"小巨人"企业名单，分别在深市、创业板 市场选取100只市值规模大、流动性好的上市企业作为样本。样本公司全面覆盖新一代信息技术、新材 料、高端装备制造等战略性新兴产业，权重合计占比分别达86%和89%。2024年营业收入同比分别增长 15%和14%，净利润同比分别增长6%和10%，近三年研发费用复合增长率分别为20%、19%。两条指 数"民营含量"高，民企样本公司数量分别为83家、82家，权重占比均超八成，充分体现深市对 ...

Group 1 - The forum "2025 Jin Changjiang Private Equity Fund Development Forum" highlighted the rapid evolution of the global economic landscape and the transformation of the private equity industry in China, focusing on compliance, professionalism, technology, and globalization as new development directions [1] - As of May 2025, there are 19,832 private fund managers in China with a total management scale of 20.27 trillion yuan, indicating a significant growth in the private equity sector [1] - The management scale of private equity funds has increased tenfold over the past decade, while the number of fund managers has grown less than threefold, reflecting an optimization in the structure of the private equity industry [1] Group 2 - Increasingly, private fund managers are prioritizing client interests, providing high-quality products and services, and actively fulfilling social responsibilities, which enhances the brand image and accountability of the private equity industry in China [2] - Excellent private fund managers adhere to the principles of "long-termism" and "value investing," which are fundamental to the robust development of the private equity sector and contribute to the long-term stability of the capital market [2] - The private equity industry is tasked with empowering the real economy and guiding social funds towards technological innovation, thereby integrating corporate vision with national and societal missions [2]

Core Points - The company, Aobi Zhongguang Technology Group Co., Ltd., has filed a lawsuit against Shenzhen Guangjian Technology Co., Ltd. for patent infringement, seeking a total compensation of 50.25 million yuan [1][2] - The lawsuit is currently in the acceptance stage by the Shenzhen Intermediate People's Court and has not yet gone to trial [1][2] - The company asserts that the lawsuit is a legitimate action to protect its patent rights and will not affect its normal production and operations [1][2] Summary of the Lawsuit - **Plaintiff**: Aobi Zhongguang Technology Group Co., Ltd. [1] - **Defendant**: Shenzhen Guangjian Technology Co., Ltd. [1] - **Claim Amount**: The plaintiff is requesting 50 million yuan for damages and 250,000 yuan for legal and investigation fees, totaling 50.25 million yuan [1][2] - **Nature of Infringement**: The defendant is accused of unauthorized use of the plaintiff's patent, which has resulted in significant commercial benefits for the defendant [1] Impact on the Company - The company indicates that the lawsuit's outcome is uncertain as it has not yet been heard in court, and the actual impact on profits will depend on the court's ruling [2] - The company emphasizes that this legal action is a necessary step to safeguard its rights and will not disrupt its ongoing business operations [2]

本报记者 田鹏 毛艺融 此次发布的指数形成了覆盖沪深市场、多层次、多维度的专精特新指数矩阵，各具特色又相互补充。 具体来看，上交所方面，上证科创板专精特新指数选取50只科创板专精特新"小巨人"企业样本，平均研发强度高达 21.2%，样本市值和研发支出占全部科创专精特新证券的比例分别为47.7%和41.9%，精准反映科创板创新特色；上证专精特新 指数涵盖100只沪市企业样本，其中主板占25%、科创板占75%，样本合计市值占沪市专精特新证券的54.7%；中证专精特新100 指数从沪深北市场精选100只企业，沪深北市场样本分别为41只、48只和11只，对全体专精特新上市公司的市值、营业收入、 研发支出和净利润覆盖率分别达33.0%、20.9%、28.8%和40.0%，全面呈现A股专精特新企业分布格局。 深交所方面，深证专精特新指数与创业板专精特新指数，分别从深市、创业板选取100只市值规模大、流动性好的企业作 为样本。截至2025年6月底，两条指数总市值分别达1.5万亿元、1.3万亿元，近一年日均成交金额均超400亿元，可投资容量与 流动性充足。自2018年底基日以来，年化收益率分别为8.3%和9.8%，均优于同期 ...