Group 1 - Europe should deepen cooperation with China in areas such as green transition, technological innovation, digital economy, and industrial upgrading to build a more resilient autonomous development capability and promote a more balanced multipolar structure [1][3] - The U.S. unilateral tariff measures will directly impact European exports, leading to continuous outflow of industrial capital to the U.S. market, resulting in job losses and a decline in domestic demand, accelerating Europe's deindustrialization process [3] Group 2 - China has the confidence and capability to respond to U.S. unilateral tariff measures, with a rising proportion of exports to markets outside the U.S. and a booming domestic consumption market [2] - China's strategic ability to safeguard national interests is strengthened, focusing on self-innovation and expanding consumption demand while promoting agricultural modernization and urban-rural integration [2]

来到位于洪山区的青菱都市工业园，郭元强调研传统工业园区转型发展情况，走进园区 企业筑梦科技公司，察看AI机器人及数字化产品展示。他希望园区聚焦智能制造、数字经 济等新兴产业领域，提升服务保障水平，增强对技术、人才、资金等创新要素的吸引力，着 力培育引进科技型企业，推动园区高质量发展。来到武昌区的数字经济标杆楼宇武汉数创大 厦，郭元强详细了解楼宇招商、运行情况，走进入驻企业保伦电子股份有限公司进行调研。 他勉励数创大厦要优化服务、创新管理，持续营造良好创新生态，吸引更多优质企业入驻， 为中心城区产业转型探索有益经验。 8月20日，省委常委、市委书记郭元强赴洪山区、武昌区调研都市工业园区、数字经济 楼宇，并召开座谈会专题研究中心城区转型发展。他强调，要深入学习贯彻中央城市工作会 议精神和习近平总书记考察湖北重要讲话精神，坚持把创新作为第一动力，以推进城市更新 为重要抓手，深化数智赋能产业升级，促进数字经济与先进制造业、现代服务业深度融合， 加快推动中心城区转型发展，不断塑造发展新动能新优势。 座谈会上，郭元强听取相关情况汇报，与都市工业园区、创新楼宇及产业协会代表深入 交流。他指出，中心城区是高端要素资源的重要集 ...

报告发布方：中金企信国际咨询 项目可行性报告&商业计划书专业权威编制服务机构（符合发改委印发项目可行性研究报告编制要求）-中金企信国际咨询：集 13年项目编制服务经验为各类项目立项、投融资、商业合作、贷款、批地、并购&合作、投资决策、产业规划、境外投资、战 略规划、风险评估等提供项目可行性报告&商业计划书编制、设计、规划、咨询等一站式解决方案。助力项目实施落地、提升 项目单位申报项目的通过效率。 （1）冶金专用设备介绍：冶金工业作为国家经济和工业发展的基石，承担着支撑国家重工业和基础设施建设的重要职责，其不 仅是国家经济的重要组成部分，也是衡量一个国家工业水平和技术发展的关键指标。冶金工业的健康发展，对于保障国家经济 安全、提升工业竞争力和促进科技进步具有深远的影响。 在现代冶金工业的各个环节中，冶金专用设备扮演着至关重要的角色。其在提升生产效率、确保产品质量以及降低生产成本等 方面起到了关键作用，是冶金工业平稳运行和战略升级的重要支柱。冶金专用设备是指用于金属冶炼、轧制及深加工等生产环 节的专用设备，是冶金工艺实现的载体，可大致分为金属冶炼设备、金属轧制设备和其他类型的专用设备。 | 种类 | 细分产品 | ...

市场还远没到以上回顾的2015年牛市最后巅峰阶段的盛况。 只要市场保持活跃，无论是传统主流媒体（报纸、电视），还是新媒体（抖音、微博、微信、小红书），最热门的财经话题之一就是 对股市走势以及板块投资机会的预测。 近日，我读到某机构的一份新出炉预测报告，报告详尽总结了A股上世纪90年代以来历次牛市走势，然后精准地描绘今年A股走势： 一季度银行板块领涨、二季度科技赛道走强、三季度消费公司接力、四季度小微公司再来一大波……似乎股市大势尽在把握。 我不得不佩服作者对历史资料收集的认真与详尽，更佩服他敢于为未来短时期走势画蓝图的"勇气"，但是我还是想说句实话：这样的 具体预测，失准一定是大概率。一季度二季度已经过去，写出的仅是过去发生的事件而已，而且多为牵强附会；简单以过去走势判断 未来，我认为不靠谱。 另一类机构预测报告基本是AI模式。比如，"展望未来，A股市场有望在多重积极因素的推动下，延续结构性震荡上行的趋势。随着 宏观经济逐步企稳回升，政策支持持续加码，市场的信心正在逐步修复。尤其是在新质生产力、科技创新和产业升级等国家战略的引 导下，A股市场的结构性机会愈发明显"云云；然后展开长篇大论的文字堆砌；最后"建议投 ...

机构：中信建投证券 研究员：韩军/梁骁 核心观点 京东物流第二季度京东物流总收入515.6 亿/+16.6%，相比上季度进一步加速，多场景助力内外单收入二 季度增速显著提升；京东物流开始招募和管理全职骑手，参与京东集团外卖业务的配送服务，6 月在沙 特阿拉伯推出自营快递品牌「JoyExpress」；毛利润为54.8 亿元/+4.3%；归属母公司盈利21.3 亿 元/+5.1%；经调整后净利润25.9亿元，同比增长5.4%，净利率达到5.0%，经调EBITDA为57.2 亿/+1.5%。H1 资本支出23.9 亿元，同比增长0.8%，占营收比例为2.5%，同比下降0.2pct。 动态 财务动态 2025 第二季度京东物流总收入515.6 亿/+16.6%，相比上季度进一步加速，经调净利润为25.9 亿 元/+5.4%，经调净利润率5.0%。 经调EBITDA 为57.2 亿/+1.5%。 业务动态 2025 年第二季度，京东物流开始招募和管理全职骑手，参与京东集团外卖业务的配送服务。上半年， 海外仓实现进一步扩张，在美国、英国、法国、波兰、韩国、越南、沙特等国家新开多个海外仓，目前 已覆盖全球23 个国家和地区 ...

Group 1: Report Industry Investment Rating - No relevant content available Group 2: Core Views of the Report - For both Jiao Coal 2601 and Coke 2601, the short - term, mid - term, and intraday views are all "oscillation", with Jiao Coal 2601 having a short - term "interval oscillation", mid - term "oscillatory and bullish", and intraday "oscillatory and bearish", and Coke 2601 having similar characteristics [1] - The Jiao Coal market may enter a high - level oscillation pattern, with short - term adjustments possible, but the medium - to - long - term price center has an upward basis. The Coke futures price may show a characteristic of being easy to rise and hard to fall after a phased adjustment [5][6] Group 3: Summaries by Related Catalogs Jiao Coal (JM) - Intraday view: Oscillatory and bearish; Mid - term view: Oscillatory and bullish; Reference view: Oscillation [5] - On August 19, the main Jiao Coal contract closed at 1194.5 points, down 1.89% intraday. The main contract's open interest was 713,900 lots, a decrease of 2,226 lots from the previous trading day [5] - In the spot market, the latest quotation of Mongolian coal at the Ganqimaodu Port was 1190.0 yuan/ton, flat week - on - week, with the equivalent futures warehouse receipt cost about 1167 yuan/ton [5] - After the "anti - involution" rectification, the Jiao Coal market may gradually improve, and the oversupply situation is expected to ease [5] Coke (J) - Intraday view: Oscillatory and bearish; Mid - term view: Oscillatory and bullish; Reference view: Oscillation [6] - In the spot market, the latest quotation of the Rizhao Port's quasi - first - grade wet - quenched coke flat - price index was 1520 yuan/ton, up 3.40% week - on - week; the ex - warehouse price of Qingdao Port's quasi - first - grade wet - quenched coke was 1470 yuan/ton, down 0.68% week - on - week [6] - Since August, there have been continuous news disturbances on the supply side of Jiao Coal, the raw material of Coke. Although the actual supply of domestic Jiao Coal has not been significantly affected, market expectations have improved. The subsequent environmental protection production restrictions for the 9.3 military parade will support the fundamentals of Coke [6]

8月19日，省委书记林武在临沂市调研时强调，要深入贯彻落实习近平总书记视察山东重要讲话和 重要指示批示精神，锚定"走在前、挑大梁"，加强科技创新，推动产业升级，加快建设现代化产业体 系，促进经济社会持续健康发展，高质量完成全年目标任务。 林武察看临沂水利工程建设情况，听取内河航运、物流运输发展情况汇报，强调要加强科学谋划， 不断完善现代化基础设施体系和物流体系，切实提升水利工程综合利用水平，大力发展内河航运和多式 联运，推动物流运输业集聚发展，加快打造综合交通枢纽，不断提升区域互联互通水平。 省委常委、秘书长范波，临沂市和省直有关部门主要负责同志参加。（记者 李子路 于新悦） 银雀山汉墓竹简博物馆是以汉墓竹简为主题的遗址类博物馆，以馆藏同墓出土的孙子兵法与孙膑兵 法竹简而闻名。林武察看博物馆展陈，认真听取讲解，了解中国古代兵学文化遗产发掘、保护与利用情 况，强调要提升文物保护利用水平，创新展览展示，加强宣传推广，讲好文物和文物保护故事，积极推 进文化"两创"，激活中华优秀传统文化生命力。 林武来到鲁南制药集团，察看经方与现代中药融合创新全国重点实验室，与企业负责人深入交流， 听取企业生产经营、实验室发展历程、 ...

原标题：百天"苏超"为江苏消费经济注入强劲动能 今夏，"苏超"赛季仿佛打开了江苏民众足球情结的"开关"，成为该省全民关注的热门话题。据8月 19日国家体育总局消息，单场上座超6万人，"苏超"已经带动江苏全域多场景消费380亿元。"苏超"赛场 内外热度高涨，持续为该省消费经济注入强劲动能。 江苏各地设置的"第二赛场"人潮汹涌，夜经济被激发出了新活力。泱波摄 消费端："泼天流量"带动全城狂欢 "苏超"的"钞能力"，首先在街头巷尾的小店中迸发。南京下浮桥板鸭店的张书平老板，深谙"蹭流 量"的智慧。"你有票根，我送翅根；招牌素鸡，支持苏超！"一句接地气的口号，让这家老铺搭上"苏 超"快车：不管有没有苏超门票，来看球、游玩的外地游客都慕名而来，盐水鸭日销量猛增；真空包装 的鸭子飞向全国各地。这份借助赛事引流、用口碑沉淀客户的策略，是江苏各地小商家共享"苏超"红利 的一个生动体现。 老字号玩出新花样，实力派企业则接住了"泼天流量"的考验。南京合谷科技信息技术有限公司是一 家深耕文创近20年的"隐形冠军"，凭借为"苏超"设计的官方文创产品意外"出圈"。一捏即发出气泡音的 球员玩偶，配上"我居然进球了！"的文案，精准戳中球迷 ...

Core Viewpoint - The article highlights the advancements and breakthroughs made by Shenyang Machine Tool Group in high-end CNC machine tools, particularly in five-axis linkage technology, which is crucial for precision manufacturing in various industries [2][6][19]. Group 1: Company Overview - Shenyang Machine Tool Group, evolved from the first three machine tool factories established during the "First Five-Year Plan," is currently the largest R&D and production base for mid-to-high-end CNC machine tools in China [2]. - The company has a history of over 70 years and is committed to tackling high-end machine tool challenges, providing valuable insights into the industry [2]. Group 2: Technological Breakthroughs - The five-axis linkage machine tool is described as the "pearl" of industrial machinery, essential for complex precision parts manufacturing, which was previously a bottleneck for Chinese manufacturing [3][6]. - In 2020, China successfully established the "S specimen" five-axis machine tool testing method as an international standard, marking a significant achievement in the field of metal cutting machine tools [7]. - Shenyang Machine Tool has conducted over 2,000 experiments on the "S specimen," providing crucial data for the successful application of this international standard [7]. Group 3: Product Development and Innovation - The company has developed high-precision gantry machining centers that meet the industry standard of 0.01 mm precision, which is critical for manufacturing high-end machine tools [8]. - Shenyang Machine Tool has made significant advancements in core components, such as guide rails and spindle speeds, enhancing the stability and efficiency of machine tools [10][11]. - The introduction of the "time measurement space" technology for precision displacement measurement has allowed the company to overcome previous foreign monopolies in this area [14]. Group 4: Market Strategy and Applications - The company focuses on customized R&D and scenario validation, particularly in the new energy vehicle sector, where it has developed specialized solutions that significantly improve processing efficiency [15][16]. - Shenyang Machine Tool has established long-term partnerships with leading enterprises in various industries, providing comprehensive solutions that cover the entire manufacturing process [16][17]. Group 5: Financial Performance and Future Outlook - The company anticipates a net profit of 35 million to 45 million yuan in the first half of the year, indicating a turnaround from previous losses [19]. - The leadership emphasizes the importance of developing high-end CNC machine tools as a core business, aiming to build a world-class high-end machine tool equipment group [19].

中国PVC产业链正站在"破局与升级"的十字路口。在此关键节点，期货工具不再是单纯的风险规避手 段，而是实现了从"风险管理工具"至"产业竞争力基础设施"的转型，为PVC企业应对贸易壁垒、巩固全 球优势提供了新路径。 业内人士直言，未来中国PVC产业的出口竞争力，将告别单一的"低成本"依赖，转向拥有"低成本+期货 工具赋能"的双重优势。 事实上，近年来，我国PVC期货及衍生工具的角色已完成深刻转变。从最初帮助企业对冲价格波动 的"风险管理工具"，升级为支撑产业长期竞争力提升的"基础设施"，这一转变在当前出口承压的背景下 更显关键。 广发期货分析师苗扬表示，中国PVC产业依托"煤—电—电石"一体化布局，本就具备较全球乙烯法工艺 低500～800元/吨的成本优势，而期货工具则为这一优势加上了"确定性砝码"。随着期货工具的普及， 更具创新性的新型模式正在PVC行业落地，进一步提升企业客户黏性与市场开拓能力。基差贸易、期现 结合、含权贸易等新型模式，正在重构PVC贸易的定价逻辑。 在业内人士看来，基差贸易让国际客户可自主选择定价时点，规避价格波动风险；含权贸易则能为客户 提供"价格保护"，增强合作稳定性。这种转型意味着P ...