Core Insights - The article emphasizes the importance of industrial chains and brand competitiveness in Shandong's economic development, highlighting the province's efforts to strengthen its industrial ecosystem and promote key enterprises [2][3]. - The launch of the "Shandong Good Brands on the Industrial Chain" column aims to showcase successful practices in building and enhancing industrial chains, as well as technological advancements by local companies [2]. Group 1: AI and Big Model Developments - The global AI industry in 2024 has surpassed 700 billion RMB, maintaining a growth rate of over 20% [4]. - The "Hai Ruo" big model achieved a world record with a 93.70% accuracy rate in the QASC challenge, showcasing its advanced capabilities in language understanding and logical reasoning [2]. - The Hai Ruo model has received the highest-level safety certification from the China Academy of Information and Communications Technology [2]. Group 2: Industry Applications and Innovations - The Hai Ruo model has evolved to serve various sectors, including manufacturing, agriculture, and water conservancy, demonstrating its adaptability and application potential [3][11]. - The introduction of specialized models for specific industries has significantly reduced training and operational costs, making advanced AI accessible to a wider range of businesses [9][10]. - The model's deployment in practical scenarios, such as the "digital patient" in medical training, illustrates its real-world utility and effectiveness in enhancing service quality [21][23]. Group 3: Competitive Landscape and Strategic Positioning - The competition in the AI sector has intensified, with numerous players emerging, including traditional tech giants and new entrants [6][7]. - The company focuses on building a differentiated competitive advantage by covering all five layers of the generative AI industry chain, positioning itself uniquely in the market [7][8]. - The establishment of the Hai Ruo Intelligent Body Alliance aims to foster a collaborative ecosystem for AI development, enhancing the speed of technology application and innovation [13][14]. Group 4: Future Directions and Goals - The company plans to expand its digital employee initiatives and integrate more intelligent devices into manufacturing scenarios, enhancing operational efficiency [28]. - Future developments will also focus on creating intelligent agents for government applications, potentially leading to advancements in data sharing and model quality [29]. - The establishment of an AI production line signifies a commitment to industrializing AI solutions, ensuring scalability and standardization in production [27].

金信期货日刊 本刊由金信期货研究院撰写 2025/07/11 GOLDTRUST FUTURES CO.，LTD 焦煤期货价格上涨原因及影响与展望 ibaotu.com 热点聚焦 2025年7月9日，焦煤期货价格出现上涨，这一现象值得关注。从供应端来看，主产区安全检查升级，6月 山西、陕西、内蒙古超30处煤矿停产整顿，且市场有消息称下半年产能置换窗口将关闭，预计减产1.2亿 吨每年 ，使得焦煤供应紧张。7月1日实施的《矿产资源法》提高煤矿产能门槛，30%小煤矿面临退出，如 山西首批1200万吨产能停产，优质主焦煤供应吃紧，现货价格逆势上涨50元/吨。 需求方面，正值"迎峰度夏" ，全国高温预警频发，电厂日耗突破240万吨，焦化行业开工率回升至82%， 创下年内新高。铁水日产回升至235万吨，焦化厂开工率73%，钢厂被动补库推高短期需求 。 焦煤期货价格上涨，会使钢铁企业生产成本增加，可能推动钢铁价格上涨。还会提升市场对煤炭行业的信 心，吸引更多资金流入。把握回调低吸多的机会。 GOLDTRUST FUTURES 数据来源：公开资料、金信期货 观点仅供参考，市场有风险，入市需谨慎 感谢您下载包图网平台上提供的P ...

广东从化天人山水荔枝园，果农甫一摘下即将熟透的荔枝，一场跨越山河的鲜味之旅便已开启。无人机 翻山越岭，智能冷藏车恒温保鲜，全货机速达千里……从岭南到西安，十二时辰间，鲜味已送达。顺丰 这条"飞机+冷链"的"荔枝飞路"已覆盖约2800个县级行政区。 新疆莎车，快递服务点堆满来自天南海北的快递；内蒙古锡林郭勒，牧民轻点手机就能在牧区收到马 具；西藏林芝，来自东南沿海的包裹也能很快收到……截至去年底，我国已累计建成1200多个县级公共 寄递服务中心、超30万个村级寄递物流综合服务站。 制图：宋 博（新华社发） 1000亿件！ 国家邮政局监测数据显示：截至7月9日，今年我国快递业务量超千亿件，比2024年达到千亿件提前了35 天。据了解，2025年第1000亿件快递为一台以旧换新的家用空调，从广东中山发往江苏常州。 "十四五"以来，我国邮政快递业持续较快发展，快递业务量已连续5年突破1000亿件。"今年千亿件的更 快诞生，既展现了邮政快递业的强劲韧性与活力，也折射出行业日益成为促进消费升级和实体经济增长 的有力支撑。"国家邮政局有关负责人表示。 超千亿件所用时间不断缩短：2022年较2021年提前7天，2023年较2 ...

新联电子今天涨停，跟业绩预增和虚拟电厂概念有关。它上半年净利润预计增长500%多，虽说主要靠理财和金融资产收益，但主营业务也有改善，这算是 个积极信号。虚拟电厂这两年挺火，政策支持力度大，新联电子作为智能电网供应商，确实有机会分一杯羹。不过我得提醒一句，这类公司的业绩增长能不 能持续，还得看订单落地情况和行业竞争格局。散户朋友追高前，不妨看看它最近中标的项目金额，再对比一下同行业公司的估值，心里有杆秤再下手。 上纬新材今天涨停，是因为智元机器人要入主，核心团队里还有"稚晖君"彭志辉。这种控制权变更的事儿，市场最喜欢炒预期。智元机器人来头不小，背后 有智能制造和AI技术的资源，这对传统化工出身的上纬新材来说，确实是个转型机会。但股权转让有个过程，后续业务整合能不能顺利，还得打个问号。 散户朋友看到这种"换东家"的票，别急着冲进去当接盘侠，等股权变更尘埃落定，看看新团队到底有什么实打实的动作，再决定跟不跟也不迟。 最后说个提醒：今天涨停的票里，有不少是沾了政策利好或行业热点的光。散户朋友看到股价突然大涨，别急着追，先花几分钟看看公司公告，搞清楚涨停 的真正原因。是业绩实实在在增长，还是纯属资金炒作？是行业趋势不可 ...

Group 1: Consumer Price Index (CPI) Analysis - In June, the Consumer Price Index (CPI) in Guangdong showed a year-on-year decline of 0.4%, consistent with the previous month, while the month-on-month decline expanded [2][3] - Food prices decreased by 1.0% year-on-year, with a larger decline of 0.2 percentage points compared to the previous month, contributing approximately 0.20 percentage points to the CPI decline [2] - Non-food prices also saw a year-on-year decrease of 0.3%, maintaining the same decline as the previous month, impacting the CPI by about 0.21 percentage points [2] Group 2: Producer Price Index (PPI) Analysis - In June, the Producer Price Index (PPI) in Guangdong experienced a year-on-year decline of 1.8%, with the decline remaining unchanged from the previous month [4] - The prices of production materials fell by 2.5% year-on-year, while living materials saw a decrease of 0.4%, affecting the overall PPI by 1.63 and 0.12 percentage points respectively [4] - The PPI showed a month-on-month decline of 0.3%, with production materials prices decreasing by 0.4% and living materials prices down by 0.1% [5]

芳香族化合物是现代物质文明的重要支撑，在材料、食品、医药、化妆品等领域应用广泛，传统生产方法存在资源不可持续、生产过程污染重等问题。 因此，芳香族化合物的绿色生物制造是实现人类社会可持续发展的重要路径。 实现芳香族化学品的生物合成规模化生产通常制约于细胞工厂合成产品产率低、产量低、细胞耐受性差、生产强度低等关键瓶颈问题。因此， 构建高效 细胞工厂 是其技术和产业化关键要素。 对此， 北京化工大学袁其朋教授团队 构建了高版本芳香族化合物合成底盘，突破了天然理论收率。设计构建了对 乙酰氨基酚 、 香豆素、对羟基苯乙 酮等二十余种 重要芳香族化合物的细胞工厂；提出了驱动力强化细胞工厂合成能力的策略，大幅度提升了 熊果苷、阿魏酸等 的合成能力。通过系统集 成建立了 熊果苷、五羟色氨酸等的工业生产线 ，展现了合成生物学的无限潜力，为芳香族化合物绿色生物制造提供了参考。 对此， 袁其朋教授 将出席8月20-22日在宁波举办的 SynBioCon 2025第四届合成生物绿色生物制造大会 「未来食品&农业论坛」 分享 《高效细胞 工厂构建生产芳香族化合物》 。 Syn B ioCon 2 025 自 科技成果展示与对接 > ...

Core Insights - The article discusses the implementation of a virtual power plant in Wuhan, which has successfully coordinated nearly 40 enterprises to reduce electricity load during peak demand periods, resulting in financial rewards for participants [1][2]. Group 1: Virtual Power Plant Overview - The virtual power plant is described as an intelligent "power dispatch brain" that connects various distributed resources such as solar panels, large air conditioning units, and electric vehicle charging stations through IoT, AI, and big data technologies [1]. - This system does not consume coal or occupy land, yet it effectively alleviates electricity pressure during extreme weather conditions, enhancing the resilience of the urban power grid [1]. Group 2: Operational Details - On July 8, during a peak load period, three virtual power plant operators coordinated with nearly 40 enterprises to reduce approximately 15,000 kilowatts of electricity load without affecting residential or business operations [2]. - The participating operators received a total of about 45,000 yuan in response rewards, calculated at 3 yuan per kilowatt-hour, which will be distributed among the participating enterprises [2]. Group 3: Government Involvement and Future Plans - Wuhan has established the "Implementation Guidelines for Virtual Power Plant Precise Response," promoting a model of government-led, grid-built, and multi-party participation, with an annual expected subsidy of 10 million yuan for precise responses [2]. - The July 8 response marked the first reward payment for virtual power plant precise responses in the Central China region [2].

这些领域有看点 "中国的电力需求远未达峰，预计'十五五'将维持4-5个百分点的增幅，意味着每年约500太瓦时（TWh）新增电力需求待满足，这是中国电力系统投资的基 本盘。"标普全球电力与可再生能源研究高级总监彭澄瑶表示，综合考虑碳达峰目标，国内需上马更多零碳电源。 标普测算，核电、水电等前期已核准项目每年若按期投产，仅能贡献约50-60TWh新增电力，剩余缺口则需由风电、光伏满足，意味着风光领域投资每年 要保证300-500吉瓦（GW）新增规模。同时考虑到新能源全面入市后，光伏发电成本持续下降影响电力市场价格结构，大型地面电站发电收益或更艰难， 标普预计未来五年风光装机比例或由此前的1:4转向1:2甚至1:1。 行业认为，电力系统的灵活性和韧性也将是中国能源投资的较大增量。IEA能源投资分析师Haneul KIM指出，中国去年清洁能源领域4500亿美元投资中， 风电、光伏占比最大，为了更好整合可再生能源，未来十年中国需对输配电网、储能加大投资。为了提升顶峰负荷能力，标普预计"十五五"期间中国储 能、燃气轮机均将保持每年50GW增量，每年还将有180-200GW新增煤电机组并网。 业内人士预计，储能、配电网、充 ...

Core Insights - The article highlights the increasing electricity demand in China due to rising temperatures, prompting various measures to ensure power supply during peak summer periods [1][3]. Group 1: Electricity Demand and Supply - Since July, the highest load in the State Grid operating area reached 11.96 million kilowatts, with nine provincial grids, including Shandong, Jiangsu, Anhui, and Fujian, setting 21 new records [3]. - On July 9, the Southern Power Grid recorded a peak load of 2.52 million kilowatts, marking a historical high, with Guangdong becoming the first province in China to exceed 16 million kilowatts in power load [3]. Group 2: Power Supply Measures - To ensure power supply, China is leveraging the resource allocation capabilities of its ultra-high voltage power grid, with inter-regional and inter-provincial power transmission exceeding 21 million kilowatts [5]. - Various flexible measures are being implemented to address peak electricity demand, such as the "seamless switching" technology introduced in Laixi, Shandong, which allows for rapid load transfer between lines in as little as 15 seconds [7][9]. Group 3: Innovative Solutions - The Laixi Power Supply Company has developed a system that functions like "traffic diversion," quickly transferring loads to less utilized lines, enhancing the safety and reliability of the entire power grid [9]. - In Ningbo, Zhejiang, a "virtual power plant" has been established, integrating energy storage devices and air conditioning loads to create a flexible resource pool exceeding 300,000 kilowatts, ensuring balance during peak demand [11]. Group 4: Coal and Gas Supply Stability - The National Energy Administration reports that since 2025, coal supply has been stable, with national coal inventories exceeding 200 million tons, sufficient for over 30 days of use [14]. - Both long-term contract prices and spot prices for coal have decreased, effectively lowering energy costs, while natural gas supply remains secure with over 11 billion cubic meters injected into underground storage [14].

Group 1 - The Kenyan government has announced a temporary closure of all sugar factories in the western highlands and lowlands for three months starting from July 11 [1]