Group 1 - The meeting on July 30, 2025, decided to hold the Fourth Plenary Session of the 20th Central Committee of the Communist Party of China in October 2025, focusing on the formulation of the "15th Five-Year Plan" [1] - The "15th Five-Year Plan" period is identified as a foundational stage for building a modern socialist country, emphasizing the need to adapt to challenges and opportunities [1][2] - The meeting reiterated the principle of "seeking progress while maintaining stability," aiming for coordinated fiscal, monetary, and industrial policies to avoid disjointed efforts [1][2] Group 2 - The meeting highlighted the importance of unleashing domestic demand potential, particularly in the context of weak external demand [2] - It emphasized the need for continuous reform and opening up to enhance high-quality development and structural dynamics [2][3] - The meeting underscored a "zero tolerance" approach to risks in key areas, ensuring social stability through comprehensive planning for livelihood security [2][3] Group 3 - The meeting acknowledged the profound changes in the global landscape, including geopolitical tensions and supply chain restructuring, alongside internal structural issues like local government debt and youth employment pressure [3] - It called for accelerating government bond issuance and improving fund utilization efficiency while maintaining a focus on key areas such as infrastructure and technology innovation [3] - The meeting stressed the importance of stabilizing employment, ensuring food security, and enhancing social assistance systems to improve overall resilience [3]

Group 1 - The meeting emphasized the importance of implementing Xi Jinping's ecological civilization thought and ensuring the political responsibility for ecological environment protection [2] - The focus is on rectifying issues raised by central and provincial ecological environment protection inspections through systematic management and project-based implementation [2] - The meeting highlighted the need for a green, low-carbon approach that integrates urban planning with citizens' needs, aiming to enhance the greenway system and improve service management [2] Group 2 - The addition and upgrading of elevators in existing residential buildings are identified as key initiatives to improve living quality and convenience for residents [2] - The meeting called for optimizing supporting policies and innovating approval processes to ensure effective implementation of these initiatives [2]

Group 1: Report Industry Investment Rating - The investment rating for the iron ore in the black building materials industry is "Oscillating Bullish" [1] Group 2: Core View of the Report - The iron ore market has a strong downward driving force in July, with the upper pressure level of the main contract rising to 738 and the support level at 690. Existing short positions should be held with stop - losses set [1] Group 3: Summary by Relevant Catalogs Market Review - On Tuesday, the main iron ore contract closed at 708.5, down 1.32%; the secondary main contract closed at 685.0, down 1.08%. It closed higher in the night session [1] Important Information - The Sixth Meeting of the Central Financial and Economic Commission studied issues such as promoting the construction of a unified national market and high - quality development of the marine economy, emphasizing governance of low - price and disorderly competition of enterprises, standardization of government procurement, and promotion of integrated development of domestic and foreign trade [1] - In June 2025, China's heavy - truck market sold about 92,000 vehicles (wholesale, including exports and new energy), a 4% month - on - month increase from May and a 29% year - on - year increase from 71,400 vehicles in the same period last year. It has seen three consecutive months of year - on - year growth since April, with the growth rate expanding monthly [1] - The third round and fourth batch of 8 central ecological and environmental protection inspection teams completed the on - site inspection phase in 5 provinces (Shanxi, Inner Mongolia, Shandong, Shaanxi, Ningxia) and 3 central enterprises [1] Market Logic - On Tuesday, the iron ore futures market declined significantly, weaker than the finished steel market, and stopped falling at night. The profit per ton of steel is about 100 yuan, some blast furnaces have resumed production but not at full capacity. The molten iron output remains above 2.4 million tons, close to the phased top and may decline later. The arrival and shipment volumes of iron ore decreased this period, and the port inventory decreased, releasing much inventory pressure [1] Trading Strategy - Hold existing short positions and set stop - losses [1]

Core Viewpoint - The event "Foreign Trade Quality Products China Tour Jiangsu Station" aims to boost consumption and expand domestic demand, aligning with the needs of the populace for a better quality of life [4][9]. Group 1: Event Overview - The Jiangsu Station event took place from June 6 to 9, attracting nearly 300 foreign trade enterprises and over 280 time-honored brands from both within and outside the province [4]. - The event included a traditional brand expo, showcasing a variety of products and traditional craftsmanship, which drew significant interest from younger consumers [8]. Group 2: Government Insights - Officials emphasized the importance of integrating domestic and foreign trade, promoting connections between trade channels, brands, production, and sales [9]. - The government aims to support enterprises in leveraging both domestic and international markets, enhancing the supply of high-quality goods and services [9]. Group 3: Focus on Time-Honored Brands - The event highlighted the strong brand, economic, and cultural value of time-honored brands, with a call for these enterprises to innovate and adapt to changing consumer demands [8][9]. - There is a push for these brands to create more appealing domestic products that resonate with younger consumers, thereby revitalizing their market presence [8][9].

Core Viewpoint - Jiangsu's foreign trade has shown resilience and growth despite external challenges, with a total import and export value of 1.85 trillion yuan in the first four months of the year, marking a 5.7% increase year-on-year, and a 10.3% increase in exports [1][17]. Group 1: Trade Performance - In the first four months of 2023, Jiangsu's total goods trade value reached 1.85 trillion yuan, reflecting a year-on-year growth of 5.7% [1]. - Exports from Jiangsu increased by 10.3% during the same period, indicating a robust performance amidst external pressures [1]. Group 2: Business Adaptation - Many foreign trade companies in Jiangsu are ramping up production and fulfilling orders as trade with the U.S. resumes [3]. - Jiangsu Huaten Personal Care Products Co. has received new orders from U.S. clients, signaling a recovery in trade relationships [5]. - Companies are diversifying their markets and integrating digital marketing strategies to navigate uncertainties [7]. Group 3: Government Support - The Jiangsu government has implemented supportive policies to assist businesses, including the establishment of foreign trade work teams to address companies' needs [13]. - A cross-border e-commerce service platform has been developed to provide comprehensive support for companies looking to expand internationally [15]. Group 4: Market Opportunities - Jiangsu's cross-border e-commerce platforms saw a 63.8% year-on-year increase in imports and exports from January to April [11]. - Trade fairs and events have been organized to connect businesses with potential partners, resulting in significant order signings, such as over 400 million yuan at a recent home textile product fair [11].

4月23日，省政府新闻办召开外贸优品中华行湖北站暨"乐购湖北"消费季活动新闻发布 会。省商务厅相关负责人介绍，4月26日（本周六），外贸优品中华行湖北站暨"乐购湖 北"消费季活动启动仪式将在武汉市汉口北国际贸易城举办。 据介绍，此次活动聚焦稳外贸、扩消费，采用"1+N"模式，即举办1场启动仪式，现场 搭建五大市集，同步开展线上线下产销对接、优品展示、新品首发等系列配套活动。 记者从市商务局了解到，本次外贸优品中华行湖北站活动期间，武汉市将组织百余家外 贸企业、采购商、食品及餐饮企业、老字号企业参加。 此外，现场将设置外贸优品、焕新智享、绿动未来、荆楚臻味、传世楚韵等五大主题市 集。外贸优品专区，200余家外贸企业将携上千款优质出口商品精彩亮相；焕新智享专区聚 焦绿色智能家电升级，联合美的、海尔等品牌打造智慧家居体验空间；绿动未来专区设 立"武汉名优消费品展示中心"汽车展厅，集中展示猛士、小鹏、风神等新能源汽车品牌；荆 楚臻味专区汇聚全省17个市州50家餐饮企业，非遗美食、老字号佳肴、地方特色小吃齐亮 相；传世楚韵专区，30家湖北老字号企业将携非遗技艺、传统工艺产品参展。 编辑：胡之澜 启动仪式当天，武商集团、 ...

4月13日，市政府召开第144次常务会议，传达学习贯彻习近平总书记近期重要讲话、重 要指示批示精神，研究部署国家综合货运枢纽补链强链、支持外贸企业稳定发展等工作，审 议数据标注产业发展三年行动计划、年度重大行政决策事项目录。 会议强调，要深入学习贯彻习近平总书记在3月31日中央政治局会议上的重要讲话精 神，坚定扛牢生态环境保护政治责任，严格落实《生态环境保护督察工作条例》，不折不扣 推进中央和省生态环保督察反馈问题整改，不断巩固提升生态环境质量；坚持政治巡视定 位，旗帜鲜明把"两个维护"作为根本任务，切实抓好历次中央和省委巡视反馈问题整改巩固 提升工作，全力推动党中央决策部署和省委、省政府工作要求落地落实。要深入学习贯彻习 近平总书记在中央周边工作会议上的重要讲话精神，深刻领会做好周边工作的新思路新要求 和重点任务，积极参与高质量共建"一带一路"，加强对外交往中心建设，更好服务构建周边 命运共同体。 会议强调，要高度重视对美贸易新形势新变化，树牢底线思维，做好充足准备，因时因 势出台政策措施，积极支持企业拓市场、稳订单、降成本、提效率、抗风险，推动内外贸一 体化发展，保障产业链供应链安全，促进外贸持续稳定发展 ...