Core Insights - The company "身边云" has launched a solution called "佣金保" to address the needs of internet platform workers in obtaining labor remuneration, responding to regulatory requirements and market demands [1][2][3] - The flexible employment sector in China has reached a scale of 200 million people, but the penetration rate of the gig economy remains significantly lower than that of developed countries [1][2] - The new solution aims to cover over 90% of internet platform workers and is designed to help small and medium-sized enterprises (SMEs) integrate into the gig economy more effectively [2][3] Group 1 - "佣金保" is a product that formalizes and streamlines policy requirements, making it applicable to a wider range of scenarios in the gig economy [1][2] - The solution is expected to stabilize and enhance the motivation for enterprises to utilize flexible employment [2][3] - Tax benefits for low-income workers and SMEs are highlighted, with specific thresholds for tax exemptions [2] Group 2 - The company is committed to continuously optimizing its product offerings in response to recent regulations and policies [3] - The "擎天计划" initiative, which includes a 1 billion yuan subsidy for SMEs, is ongoing to facilitate their integration into the gig economy [3] - The launch of "佣金保" is seen as a new starting point for the company to fulfill its mission of serving a broader range of enterprises [3]

Market Performance - The Shanghai Composite Index rose 0.7% to 3497.48 points, while the Shenzhen Component Index increased by 1.47% to 10588.39 points, and the ChiNext Index surged 2.39% to 2181.08 points, marking new highs for the year [1] - The total trading volume in the Shanghai and Shenzhen markets reached 14,747 billion yuan, an increase of nearly 2,500 billion yuan compared to the previous day [1] - Key sectors that saw gains included semiconductors, non-ferrous metals, steel, building materials, chemicals, brokerages, and automobiles, while insurance, banking, and electricity sectors experienced slight declines [1] Solar Industry Insights - The solar industry is undergoing a "reverse involution" strategy at the national level, focusing on capacity integration in the silicon material segment and strengthening price regulation across the industry chain [2] - Current market conditions indicate the industry is at a cyclical bottom, with future policy strength being a critical variable affecting industry trends [2] - Long-term prospects suggest the solar industry will enter a phase of high-quality development, with technological upgrades and market structure optimization becoming core competitive factors [2] Energy Storage Sector Growth - The Australian government plans to invest 2.3 billion AUD in a subsidy program aimed at reducing the installation costs of home storage systems by 30%, targeting the addition of 1 million new home storage installations by 2030 [3] - Emerging markets in Southeast Asia and the Middle East are showing increased demand, while Eastern Europe is experiencing significant growth [3] - Major companies in the storage inverter sector are expected to see substantial improvements in Q2 performance, with overall annual growth returning to high levels [3] High-Temperature Beneficiary Sectors - Anticipated extreme heat in 2025 is expected to drive demand in several sectors, including electricity, food and beverage, sun protection, and air conditioning [4] - The electricity sector is likely to benefit from increased demand during high temperatures, while the food and beverage sector may see a boost in consumption of products like beer and tea [4] - Companies involved in air conditioning and cooling components are also expected to gain from supply constraints leading to price increases [4] Zero-Carbon Park Initiatives - The National Development and Reform Commission, along with other departments, has issued a notice to support the construction of zero-carbon parks, focusing on energy structure transformation and carbon reduction [7] - The initiative includes financial support through existing funding channels and encourages local governments to provide funding for eligible projects [7] - Policy banks are also encouraged to offer long-term credit support for zero-carbon park projects [7] International Low Altitude Economy Expo - The 2025 International Low Altitude Economy Expo will take place from July 23 to July 26, covering an area of 60,000 square meters and featuring over 30 forums [8] - The event is expected to attract more than 50,000 visitors and will showcase nearly 300 exhibitors, including well-known companies in the low-altitude industry [8] Trade Policy Developments - The U.S. government plans to impose a 50% tariff on all copper imports, with additional tariffs on pharmaceuticals and semiconductors being considered [9] - The new tariffs aim to provide time for pharmaceutical companies to relocate to the U.S., although specific implementation dates have not been disclosed [9]

021-60635736 期货从业资格号：F3033782 投资咨询证书号：Z0014484 021-60635735 niejiayi@ccb.ccbfutures.com 期货从业资格号：F03124070 021-60635727 期货从业资格号：F03134307 报告类型 铁矿石日评 日期 2025 年 7 月 9 日 黑色金属研究团队 研究员：翟贺攀 zhaihepan@ccb.ccbfutures.com 研究员：聂嘉怡 研究员：冯泽仁 fengzeren@ccb.ccbfutures.com 请阅读正文后的声明 ＃summary＃ 每日报告 | | | | | | 表1：7月8日钢材、铁矿期货主力合约价格、成交及持仓情况（单位：元/吨、%、手、亿元） | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合约 代码 | 前收 盘价 | 开盘价 | 最高价 | 最低价 | 收盘价 | 涨跌幅 | 成交量 | 持仓量 | 持仓量 变化 | 资金流 入流出 | | RB2510 | 3061 ...

此外，通知明确，支持园区引入外部人才、技术和专业机构，服务企业节能降碳改造、碳排放核算 管理、产品碳足迹认证等。探索对零碳园区多能互补、多能联供项目实行"一个窗口"审批制度。强 化用能要素保障，在零碳园区范围内创新节能审查和碳排放评价模式，探索实施区域审批或项目备 案。加强新建园区、新能源电源、供电设施等用地用海要素保障。（ 张晓洁） （来源：新华社） 记者8日获悉，国家发展改革委、工业和信息化部、国家能源局近日印发关于开展零碳园区建设的 通知，支持有条件的地区率先建成一批零碳园区，逐步完善相关规划设计、技术装备、商业模式和 管理规范，有计划、分步骤推进各类园区低碳化零碳化改造，助力园区和企业减碳增效。 零碳园区是指通过规划、设计、技术、管理等方式，使园区内生产生活活动产生的二氧化碳排放降 至"近零"水平，并具备进一步达到"净零"条件的园区。通知围绕加快园区用能结构转型、大力推进 园区节能降碳、调整优化园区产业结构、强化园区资源节约集约、完善升级园区基础设施、加强先 进适用技术应用、提升园区能碳管理能力、支持园区加强改革创新等8方面，部署重点任务。 记者了解到，国家发展改革委将统筹利用现有资金渠道支持零碳园区 ...

投资咨询业务资格：证监许可【2011】1778 号 资讯早班车 资讯早班车-2025-07-09 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 20250416 | 2025/03 | GDP:不变价:当季同比 | % | 5.40 | 5.40 | 5.30 | | 20250630 | 2025/06 | 制造业 PMI | % | 49.70 | 49.50 | 49.50 | | 20250630 | 2025/06 | 非制造业 PMI:商务活 动 | % | 50.50 | 50.30 | 50.50 | | 20250613 | 2025/05 | 社会融资规模增量:当 | 亿元 | | 22870.00 11599.00 | 20623.00 | | | | 月值 | | | | | | 20250613 | 2025/05 | M0(流通中的现金):同 比 | % | 12.10 | 12.00 | 11.70 | | 202506 ...

2025.07. 09 【今日推荐】 特朗普称对普京"很不满意" 威胁对俄追加制裁 美国总统特朗普8日表示，已批准向乌克兰运送更多防御性武器，并考虑进一步对俄罗斯实施制裁。 他同时称，对俄罗斯总统普京"很不满意"。特朗普当天在白宫举行的内阁会议上说，普京说过很 多，"态度一直非常好"，但结果"毫无意义"。特朗普表示，他正在考虑是否支持国会参议院正在推进 的一项对俄罗斯实施严厉制裁的新法案。 17 年来首次 法国总统马克龙对英国进行国事访问 当地时间8日，法国总统马克龙开始对英国进行为期三天的国事访问。这是2008年以来法国总统首次 访英，也是自英国正式"脱欧"以来欧盟国家领导人首次访英。英国王储威廉及其妻子凯特王妃前往英 国诺霍特皇家空军基地迎接马克龙及其夫人。根据计划，马克龙将于8日在英国议会发表演讲。10 日，由英国首相斯塔默主持的英法峰会将在唐宁街举行。 日本6 月近1.7 万人中暑紧急送医 创有统计以来新高 当地时间8日，日本总务省消防厅发布消息称，初步统计数据显示，今年6月日本全国共有16943人 因中暑被紧急送医。这一数字创下自2010年开始对6月中暑送医人数进行统计以来的最高值。 【观国内】 国 ...

Core Viewpoint - The transformation of Datong ancient city showcases a blend of historical heritage and modern vitality, driven by advancements in infrastructure and tourism development [1][3][9]. Group 1: Historical Significance - Datong has a rich historical background, having served as the capital for the Northern Wei dynasty and a significant city during the Liao and Jin dynasties, reflecting a deep cultural legacy [1]. - The ancient city is characterized by its historical architecture and cultural landmarks, which are now illuminated and revitalized, creating a dialogue between the past and present [3][4]. Group 2: Modern Developments - The introduction of reliable electricity has transformed the ancient city, enhancing the nighttime experience and attracting tourists from various regions, including South Korea, Japan, and major Chinese cities [4][6]. - The establishment of modern amenities, such as electric cooking equipment in local restaurants, has improved operational efficiency and safety, allowing traditional businesses to thrive [6][7]. Group 3: Infrastructure and Sustainability - The State Grid Datong Power Supply Company has implemented a dual-ring network and upgraded power supply infrastructure, ensuring a reliable electricity supply for both residents and tourist attractions, achieving a supply reliability rate of 99.987% [9]. - The shift towards green electricity has led to significant reductions in coal consumption and carbon emissions, marking Datong's transition from a coal-dependent city to a green, low-carbon ancient city [9].

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Group 1 - The U.S. government is considering additional sanctions against Russia and has approved more defensive weapon shipments to Ukraine [2] - Japan reported a record high of 16,943 people hospitalized for heatstroke in June, the highest since records began in 2010 [5] - The National Development and Reform Commission of China announced a new investment of 10 billion yuan to support employment initiatives, aiming to create jobs for 310,000 people [6] Group 2 - France's President Macron is on a state visit to the UK, marking the first visit by a French president since 2008 and the first by an EU leader since Brexit [4] - The Chinese logistics sector saw a significant increase in e-commerce logistics index, reaching a new high of 111.8 points in June [12] - The Chinese government aims to increase the availability of childcare services, targeting 4.5 childcare spots for every 1,000 people by 2025 [8] Group 3 - The China Securities Association is conducting a comprehensive survey of the securities industry to prepare for the upcoming "China Securities Industry Development Report (2025)" [10] - GAC Fiat Chrysler has declared bankruptcy due to an inability to repay debts and lack of assets to cover liabilities [24] - The stock market saw significant movements, with Intel shares rising over 7% while major banks experienced declines [28]

四年前，洪嘉敏完成了一次颇具潮汕地域特色的"传承"，但传承的不是香火，而是一个餐饮品牌。 事情要追溯到1997年的北京。当时的唱片公司老板、后来的中关村董事长、著名企业家许钟民在北京建国门外开出了一家高端潮式餐馆"潮好味"。 在那个物流尚不发达的年代，"潮好味"率先从潮汕地区空运新鲜食材，在京城一炮打响了名头，陆续开出七家分店。 后来二十多年里，许钟民在商海几经浮沉，潮好味也逐渐关停，直到2021年。 那一年，许忠民把潮好味商标无偿赠予了潮汕同乡、90后创业者洪嘉敏。重启后的"潮好味"以"高端餐饮＋中式快餐"双线作战，衍生出潮好味·金奖猪脚 饭。 而在这个颇为曲折故事的背后，是猪脚饭从一道具有地域特色的米饭快餐，逐渐走向全国并自我迭代。 如今，这个品类已催生出三万多家相关企业，成为无数打工人心目中的快餐顶流。 一碗饭，一座城，每五家猪脚饭就有一家开在深圳 1980年代，年轻的许钟民从报纸上看到"深圳要取消统购统销"后，决定去深圳倒腾粮油生意。而在当时，深圳第一批开店卖猪脚饭的人，很多都来自两百 多公里外的揭阳市隆江镇。 他们中不少人或许还买过这位"老乡"的大米。 店里卤水也并不只有猪脚。猪耳、鸡爪、鸡腿、鸭肉 ...