Group 1 - The forum focused on the theme "Uncertain Times: Open Reshaping Growth," emphasizing that only "openness" can create certainty amid uncertainty in geopolitics and the global economy [1] - The relationship between China and France is entering a new chapter, with France recognizing China as a crucial strategic market across various sectors [1][2] - The bilateral trade and investment between China and France have achieved fruitful results over the past 50 years, contributing to a mutually beneficial community [2] Group 2 - The first roundtable discussion highlighted opportunities in the "China-France Health Industry," noting the rapid development of China's medical innovation and the potential for effective cooperation [3] - The second roundtable focused on the "Growth Drivers of the China-France Consumer Market," with LVMH's Secretary General emphasizing the strategic value of the Chinese market for European luxury goods, as 10% of LVMH's 215,000 employees work in China [3]

从2022年《中共中央国务院关于加快建设全国统一大市场的意见》印发，到今年《全国统一大市场建设 指引(试行)》公布，再到这次会议的重磅部署，全国统一大市场建设一步一个脚印。 此次会议的最新部署，有很多看点。 7月1日召开的中央财经委员会第六次会议，为纵深推进全国统一大市场建设明确"路线图"。 其一，对低价无序竞争说"不"。 清华大学中国发展规划研究院常务副院长董煜认为，当前，经济工作中面临的困难和挑战增多。中央以 大魄力加快建设全国统一大市场，对于稳定市场主体信心，进而稳定发展大局，将起到至关重要的锚定 作用。 会议精准聚焦重点难点，如内卷、招商引资乱象等，针对性提出解决方案。 "依法依规治理企业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出""规范地方招商引 资，加强招商引资信息披露"……会议直击当前市场运行中的关键痛点。 在税制层面，刘志彪认为，需进一步理顺中央与地方财政关系，增加地方政府对消费端的投入，激发市 场消费活力。 在干部考核制度方面，过往侧重财政收入、GDP增长的考核导向，成为市场内卷的重要诱因。刘志彪 称，企业在地方政府追求规模扩张的推动下，盲目扩大生产，导致市场供过于求，引发低价 ...

IPO上半年受理正式"收官"。 在年报财务数据有效期最后一日，6月30日沪深北交易所集中受理41家拟上市企业的IPO申请。 在今年6月这轮申报潮中，三地交易所单月新增受理企业总数达150家，是去年同期的5倍。不过受理家数增加并不意味着"大水漫灌"，该数据在2023年6月同期受 理家数中占比60%。可以看出，市场在谨慎复苏中寻找新平衡。 伴随上半年落下帷幕，6月IPO受理高峰结束。根据券商中国记者的统计，今年6月共有150家IPO获得受理，较去年同期（30家）实现数倍增长。 深圳一名券商投行人士表示，今年IPO受理情况有所恢复，但与往年相比仍然偏冷。根据记者统计，2022年6月、2023年6月分别有324家、246家IPO企业获得受 理。上述券商投行人士认为，在当前"严把上市关"的基调下，沪深市场IPO受理"盛宴"难以回到过往。 | | 2025年6月 | 2024年6月 | 2023年6月 -2022年6月 | | | --- | --- | --- | --- | --- | | 深交所 | 28 | | 114 | 144 | | 上交所 | 5 | | 72 | 88 | | 北交所 | 97 | 28 ...

瑞财经 王敏 6月30日，南京沁恒微电子股份有限公司（以下简称"沁恒微"）科创板IPO获受理，保荐机构为华泰联合证券， 保荐代表人为范杰、张晨曦，会计师事务所为立信。 招股书显示，沁恒微专注于连接技术和微处理器（简称"处理器"或"内核"）研究，是一家基于自研专业接口IP、内核IP构建 一体化芯片的集成电路设计企业。 报告期内，所有新研发的芯片均无需从第三方购买处理器或关键接口技术授权。经过多年研发与迭代，发行人按照RISC-V 开放指令集规范自主设计的第五代精简指令集处理器"青稞"系列累计出货超亿颗。 | | | | T L: /// | | --- | --- | --- | --- | | 序号 | 募集资金投资项目 | 项目投资总额 | 拟用募集资金投入 | | | | | 金额 | | | USB 芯片研发及产业化项目 | 26,274.62 | 26,274.62 | | 2 | 网络芯片研发及产业化项目 | 30,210.38 | 30,210.38 | | 3 | 全栈 MCU 芯片研发及产业化项目 | 36,668.92 | 36,668.92 | | | 合计 | 93,153.92 | 9 ...

证券代码： 002864 证券简称：盘龙药业 陕西盘龙药业集团股份有限公司投资者关系活动记录表 编号：2025-005 | 投资者关系活动 □ | 特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 □ | | □ | 新闻发布会 ☑ 路演活动 | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 万家基金 杨梦朝 | | 人员姓名 | 招商基金 夏帅 | | | 鹏扬基金 曹敏 | | | 长城基金 龙宇飞 | | | 长城证券 蔡航 | | | 长城证券 刘鹏 | | | 标普全球市场财智 孔冰逸 | | | 荣疆投资 彭卫 | | | 银河证券 宋丽莹 | | | 东方财富证券 何玮 | | | 深圳市同城投资管理有限公司 裘伯元 | | 时间 2025 | 年 月 日 6 23 日-25 | | 地点 | 陕西盘龙药业集团股份有限公司、上海浦东新区、湖南长沙市 | | 上市公司接待人 | 董事会秘书吴杰，证券事务代表赵晓妮，投资者关系管理专员梁 | | 员姓名 馨方 | | | 投资者关系活动 主要内容 ...

Group 1 - The United Nations is celebrating its 80th anniversary, emphasizing the importance of a UN-centered international system for human progress and the role of multilateralism in addressing global issues [4] - The Asia-Pacific Cooperation and Development International Seminar was held in Beijing, coinciding with significant upcoming meetings such as the BRICS summit and APEC leaders' informal meeting [4][3] - China has been proactive in promoting Asia-Pacific cooperation, having hosted APEC meetings in 2001 and 2014, and is set to host the APEC meeting again in 2026 [4][3] Group 2 - The Asia-Pacific region is home to 60% of the world's population and accounts for nearly 60% of global economic output and half of global trade, highlighting its significant role in the world [7] - The region has maintained rapid development due to an open economic framework and a partnership based on mutual trust, inclusivity, cooperation, and win-win outcomes [7] - Recent global challenges, including rising protectionism and regional conflicts, have created new uncertainties, making the security and stability of the Asia-Pacific region crucial for global governance [9][7] Group 3 - The seminar featured discussions on various topics, including the implementation of the UN's 2030 Sustainable Development Agenda, international financial system reform, and opportunities and challenges in Asia-Pacific economic cooperation [15] - The meeting underscored the need for regional cooperation and policy adaptability to address challenges such as economic slowdown, climate change, and global governance reform [24] - Participants emphasized the importance of leveraging the region's diversity while enhancing cooperation and utilizing UN-supported coordination mechanisms to achieve sustainable development goals [24]

QDII额度又来了。 近期，为更好发挥合格境内机构投资者（QDII）制度功能，国家外汇管理局向部分符合条件的QDII机构发放 投资额度合计30.8亿美元，支持QDII机构依法合规开展跨境投资业务。 业内人士认为，本轮QDII额度的发放，将有序满足境内投资者海外财富配置需求，实现资产配置的多元化。 同时也将有利于持续推动我国金融市场的双向开放，提升中国在全球金融体系中的影响力。 外汇局6月30日公布的《合格境内机构投资者（QDII）投资额度审批情况表》显示，截至2025年6月末，共批 准191家QDII机构，累计批准额度1708.69亿美元。 对于未来QDII额度发放，外汇局有关部门负责人表示，将更好统筹金融开放和安全，稳妥有序推进金融市场 高水平双向开放，有序发放QDII额度，支持投资管理能力强、产品认可度高、合规意识和管理水平高的市场 机构发挥更好作用，同时将持续强化事中事后监管，推动跨境证券投资平稳健康发展。 提升境内金融机构国际竞争力 自2006年实施以来，QDII制度在推动金融市场开放，拓宽境内居民投资渠道，支持金融机构走出去开展国际 化经营等方面发挥了积极作用。 外汇局有关部门负责人指出， QDII ...

Core Viewpoint - The National Foreign Exchange Administration's Guangxi Zhuang Autonomous Region branch is actively promoting financial openness towards ASEAN, enhancing cross-border trade and investment, and facilitating high-quality economic development in the region. Group 1: Financial Openness and Trade Growth - From January to April 2025, Guangxi's foreign-related income and expenditure reached $22.31 billion, a year-on-year increase of 19% [1] - The goods trade income and expenditure amounted to $18.72 billion, growing by 21.5% year-on-year [1] - Guangxi's goods trade with ASEAN reached $2.42 billion, with an 11.6% year-on-year increase, maintaining ASEAN as Guangxi's largest trading partner for 25 consecutive years [1] - The proportion of cross-border funds from ASEAN in Guangxi's total has increased from 23% to 28% over the past three years [1] Group 2: Cross-Border Investment Initiatives - Guangxi is pushing for more high-level open pilot projects for cross-border trade and investment, including the expansion of the Qualified Foreign Limited Partner (QFLP) pilot to the entire region [2] - As of April 2025, registered capital for QFLP pilot enterprises reached $3.377 billion, injecting significant vitality into the regional economy [2] - Guangxi has been approved for a new pilot policy for cross-border trade agency payment, enhancing support for border residents engaging in trade with ASEAN [2] Group 3: Streamlining Foreign Exchange Operations - The Guangxi branch has introduced nearly 30 measures to improve the convenience of cross-border trade and investment financing [3] - Key measures include delegating registration tasks to banks and allowing online processing for various foreign debt registrations [3] - By April 2025, 1,400 entities benefited from these measures, involving $27.61 billion, while over 6,600 capital project digital transactions amounted to $10.454 billion [3] Group 4: Case Studies of Trade Facilitation - A copper company in Guangxi, as a pilot enterprise for trade foreign exchange facilitation, processed 61 transactions worth $170 million, significantly reducing time and costs for payment processing [4] - An automotive group successfully completed a cross-border payment within 48 hours for an urgent software procurement, achieving an 85% speed increase compared to conventional processes [5]

Group 1 - The core argument is that the decline of the United States is not primarily due to China's rise, but rather a result of the U.S. straying from its foundational principles of open markets, global engagement, and limited government intervention [1][2] - The U.S. was once a model of what free markets could achieve, but is now facing challenges from political dysfunction, populism, and protectionism, which are undermining its previous successes [1][2] - In contrast, China has embraced market-driven growth and reforms, creating a conducive environment for private enterprises and integrating into the global system, even amidst geopolitical tensions [2][3] Group 2 - China's economic rise is attributed to a clear formula of reform and opening up, resulting in significant poverty alleviation and the emergence of world-class private enterprises [2] - Despite facing a decline in foreign direct investment, China is actively reducing restrictions and enhancing market access for global investors, showcasing a commitment to reform and openness [2][3] - The real threat to the U.S. is not China, but rather its own self-imposed stagnation and the erosion of confidence in free enterprise, which reflects a cultural shift towards viewing global engagement as a threat [2][3]

中石油大连石化公司是集炼油、化工为一体的大型燃料—润滑油型炼化企业，是中石油东北地区重 要的炼化生产基地，曾为大连经济社会发展作出突出贡献。大连石化搬迁改造升级项目是深入践行习近 平生态文明思想，完整准确全面贯彻新发展理念，坚定不移推进产业转型升级，推动高质量发展的生动 实践；是深化央地合作，促进大连市石化产业结构优化，助力大连加快建设现代化产业体系的重要举 措。该项目是依据国务院办公厅指导意见启动的国内首例特大型炼油搬迁项目，将进一步推动企业转型 升级，形成炼化—化工—新材料产业集群，实现差异化、高端化、特色化发展。省委、省政府及大连市 委、市政府高度重视大连石化搬迁改造升级工作，省领导将其纳入包保项目，省市分别组建工作专班确 保按序时进度推进各项工作。 6月30日，随着1000万吨/年常减压蒸馏装置停工，中石油大连石化公司老厂区全面停产退出。同 时，中石油大连石化（西中岛）炼化一体化项目前期工作正加快推进。这标志着该石化企业加快推进转 型升级、勇攀产业链价值链高端，更意味着大连城市空间将得到释放、形成打造滨海活力湾区的有力支 撑。 根据中石油集团公司部署，中石油大连石化公司围绕"绿色低碳、创新高效、数智开 ...