加强巡察整改和成果运用是巡察工作的落脚点和提高巡察监督质效的关键所在。荣县将巡察整改质效评 估结果作为被巡察党组织巡察整改落实情况"回头看"的重要依据，县纪委监委机关、县委组织部根据评 估结果强化后续监督检查，督促被巡察党组织持续抓好整改，确保巡察整改不折不扣落实到位。 四川省荣县把开展巡察作为落实全面从严治党责任、强化党内监督的重要举措和有效途径，探索创新制 度体系，推行精细化、流程化管理，充分发挥巡察利剑作用，着力提升巡察整改实效和成果运用质效。 在明确"评什么"的基础上，该县探索建立被巡察党组织自评、党员干部群众测评、巡察整改督评的"三 评"评估流程，制定巡察整改质效评估工作手册，细化7个阶段18个环节工作流程，灵活采取"听、查、 谈、访、评"等方式进行综合评价，县纪委监委机关、县委组织部、县委巡察机构会商评定结果，确保 评价结果真实有效。 荣县将巡察整改作为检验巡察工作成效的关键环节，坚持以体制机制建设为抓手，通过建立巡察整改成 效量化评估体系，明确"评什么""怎么评""如何用"等可量化、可操作性的标准，规范综合评价的方式方 法、指标体系、结果运用，不断健全完善巡察整改和成果运用机制。 为推动巡察整改 ...

作为国民经济的支柱之一，化工行业的发展质量直接关系产业链供应链的稳定性与实体经济的活力。然 而近年来，行业逐渐陷入"内卷"困局，这不仅制约了自身高质量发展，更对上下游产业产生连锁影响。 据恒力产融化工学院副院长赵曦明介绍，我国化工产能约占全球的45%，当前市场呈现"供需两旺"格 局，整体开工率维持在75%左右，但结构性过剩趋势已然形成，尤其是乙烯、丙烯、聚酯、聚烯烃等产 品仍处于投产周期，这使得行业"内卷求生存、外卷挤压国际市场"的特征愈发明显。 从竞争格局来看，化工行业"冰火两重天"：一边是传统大宗品深陷产能释放与低利润泥潭，一边是高端 电子化学品、生物基化工等细分领域凭借技术突破与政策红利蓬勃发展。"在此背景下，行业未来必然 聚焦新质生产力，走向精细化、一体化、低碳化，在新能源材料与高端新材料的国产替代、生物基与可 降解材料、资源循环与低碳技术、农化与医药中间体等领域重点发力。"赵曦明表示。 当前，化工行业的"内卷"已从单纯的供需错配延伸至全产业链的低价无序竞争，企业陷入"扩产—降价 —亏损—再扩产"的循环。广发期货能化分析师苗扬表示，这种状况不仅削弱了行业整体盈利能力，更 制约了研发投入与技术升级，导致 ...

●在美国，白人和黑人在领取失业保险福利方面存在显著不平等：失业后黑人领取失业保险的可能 性比白人低 30%，领取的福利金额也比白人少 46%。 声明：本系列文章基于原期刊目录和摘要内容整理而得，仅限于读者交流学习。如有侵权，请联系 删除。 期刊介绍 ： 《Journal of Public Economics》（公共经济学杂志）是一本专注于公共经济学领域的学术期刊。该 期刊自1972年成立以来，涉及的主题包括税收政策、公共支出、社会保障、公共选择理论、环境经 济学、劳动经济学、教育经济学、卫生经济学、城市经济学和发展经济学等。它探讨了公共政策的 效率和分配问题，以及需求者、供应者和其他卫生保健机构的行为模型。该刊每年发行12期，平均 每期发表10篇左右，2024年影响因子为3.5。 本期看点： 失业保险： ●将医疗补助（Medicaid）服务外包给私人健康保险公司后所产生的动态财政成本，在过渡在初期 财政成本略微降低，但随后几年中 Medicaid 的支出持续上升。 ●医疗补助（Medicaid）管理式医疗（MMC）强制政策实施后在医疗质量方面产生了积极影响，还 通过增加接受Medicaid患者的医生数量，扩 ...

投资咨询业务资格：证监许可【2011】1778 号 备注： 1.有夜盘的品种以夜盘收盘价为起始价格，无夜盘的品种以昨日收盘价为起始价格，当日日盘收盘 价为终点价格，计算涨跌幅度。 2.跌幅大于 1%为下跌，跌幅 0~1%为震荡偏弱，涨幅 0~1%为震荡偏强，涨幅大于 1%为上涨。 3.震荡偏强/偏弱只针对日内观点，短期和中期不做区分。 时间周期说明：短期为一周以内、中期为两周至一月 晨会纪要 宝城期货甲醇早报-2025-07-11 品种晨会纪要 | 品种 | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | | 甲醇 2509 | 震荡 | 震荡 | 震荡 偏强 | 偏强运行 | 煤炭价格反弹，甲醇震荡偏强 | 主要品种价格行情驱动逻辑—商品期货能源化工板块 甲醇（MA） 日内观点：震荡偏强 中期观点：震荡 参考观点：偏强运行 核心逻辑：随着国内甲醇产能持续释放，内部供应压力有增无减。叠加海外船货不断到港，外部供 应预期逐渐增大，港口迎来累库周期，而下游需求则步入淡季，供需结构趋于宽松。在经历前期大 幅回调以后，利空情绪得 ...

交易提示 交易咨询：0571-85165192，85058093 2025 年 7 月 11 日星期五 16519 新世纪期货交易提示（2025-7-11） | | | | 铁矿：近期铁矿石盘面受情绪影响低位反弹，矿山季末冲量基本结束，澳 洲和巴西发运量均有一定程度下降，近端到港量也环比下行，后续供应依 | | --- | --- | --- | --- | | | | | 然宽松。产业端淡季，五大钢材产量增，铁水淡季不淡，铁矿港口库存仍 | | | 铁矿石 | 上行 | 旧在去库，240 以上的高铁水仍旧能驱动港口去库，关注后续铁水见顶情 | | | | | 况。供给侧改革消息扰动叠加唐山限产带动黑色价格上涨，原料跟涨。中 | | | | | 长期看，铁矿石中长期看整体呈现供应逐步回升、需求相对低位、港口库 | | | | | 存步入累库通道的局面，供需过剩格局不变，介于短期情绪扰动，短期大 | | | | | 幅拉涨并突破 740 元/吨一线，短期偏强为主。 | | | | | 煤焦：供给侧改革消息扰动叠加唐山限产带动黑色价格上涨，原料跟涨。 | | | 煤焦 | 上行 | 消息面传出部分地区焦企或将复产 ...

投资咨询业务资格：证监许可【2011】1778 号 晨会纪要 宝城期货橡胶早报-2025-07-11 品种晨会纪要 时间周期说明：短期为一周以内、中期为两周至一月 参考观点：偏强运行 核心逻辑：近日国内高层会议定调，最核心的两个：治理低价无序竞争和推动落后产能有序退出， 新一轮供给侧改革可能到来提振国内商品期货。目前胶市供应端处在割胶旺季，增量预期较强，月 环比产出压力较大。与此同时，下游需求偏弱，轮胎产销增速放缓，叠加终端需求迎来淡季。在偏 多氛围支撑下，本周四夜盘国内沪胶期货 2509 合约呈现震荡偏强的走势，期价小幅收涨 1.19%至 14410 元/吨。预计本周五国内沪胶期货 2509 合约或维持震荡偏强的走势。 | 品种 | | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | --- | | 沪胶 | 2509 | 震荡 | 震荡 | 震荡 偏强 | 偏强运行 | 偏多氛围支撑，沪胶震荡偏强 | | 合成胶 | 2509 | 震荡 | 震荡 | 震荡 偏强 | 偏强运行 | 偏多氛围支撑，合成胶震荡偏强 | 备 ...

Group 1: Domestic News - Shanghai Stock Exchange held a policy briefing on the Sci-Tech Innovation Board, aiming to enhance communication with market participants and promote reforms to support innovation and high-quality development [2] - The National Development and Reform Commission emphasized increasing investment in key areas of new urbanization, targeting to achieve basic new urbanization goals by 2035 [2] Group 2: International News - Federal Reserve Governor Waller suggested considering a rate cut in July, stating that the current federal funds rate is overly restrictive and may need to be lowered if inflation continues to decline [3] Group 3: Market Dynamics - On July 10, the bond market weakened significantly due to multiple negative factors, with the 10-year government bond yield rising by 1.45 basis points to 1.6595% [8] - The convertible bond market saw most individual bonds rise, with 338 out of 469 convertible bonds increasing in value [17] Group 4: Commodity Prices - International crude oil prices fell, with WTI crude down 2.19% to $66.88 per barrel, while natural gas prices rose by 4.96% to $3.365 per million British thermal units [4] Group 5: Financial Market Operations - The central bank conducted a 900 billion yuan reverse repurchase operation with a rate of 1.40%, resulting in a net fund injection of 328 billion yuan for the day [5]

吉林省自然资源厅牵头制定"标准地"指标体系，各地结合产业准入、功能区划和相关区域评估要求，合 理构建符合本地实际、可监管的"标准地"准入指标。指标体系以容积率、固定资产投资强度、地均税收 3项指标为主要指标，构建"3+N"控制指标体系(其中，容积率、固定资产投资强度、地均税收为主要指 标，"N"即土地产出率、建筑系数、能耗标准、排放标准、科研投入、就业等其他自选指标)，在出让公 告中一同发布。各地可根据国家产业政策和行业发展态势实行动态调整，对列为战略性新兴产业、先进 制造业的工业项目，可设置科研投入、就业、技术、产品品质等软性控制指标。各市(州)、县(市)应在 2025年底前公布本地开发区"标准地"指标体系和指标值。 另外，吉林省各市(州)、县(市)围绕事前定标准、事中作承诺、事后强监管等关键环节，制定"标准 地"操作流程、工作指引、协议文本等。严格执行"净地"出让，"标准地"供应前须达到"五通一平"，鼓 励达到"七通一平"。 《指导意见》明确，鼓励各地根据产业类型、企业生命周期、投资状况等要素，选择长期租赁、先租后 让、弹性年期出让等方式供应"标准地"，减少用地单位一次性拿地成本；探索创新工业用地竞价方式 ...

Report Summary 1. Industry Investment Rating No industry investment rating is provided in the report. 2. Core Views - **Aluminum**: The price of aluminum is expected to remain high both in the short - term and medium - term. The supply capacity has limited room for growth, the current inventory is at a 5 - year low, and the good performance of the automotive market is favorable for the aluminum price [1]. - **Steel (including rebar and hot - rolled coil)**: The price of steel is expected to be strong both in the short - term and from July to August. The supply pressure of steel raw materials will ease, and the speculative demand for steel will increase [3][4]. 3. Summary by Variety Aluminum - **Intraday View**: High - level operation, with a trading range of 20,500 - 20,800 [1]. - **Medium - term View**: High - level operation, with a trading range of 19,200 - 21,000 [1]. - **Reference Strategy**: Sell AL2508 - P - 19300 [1]. - **Core Logic**: Supply capacity is close to the upper limit set in 2017, the current inventory is at a 5 - year low, and the automotive market is performing well [1]. Steel (Rebar and Hot - Rolled Coil) - **Intraday View**: Prices are expected to run strongly [3]. - **Medium - term View**: Prices are expected to be strong from July to August [3]. - **Reference Strategy**: Hold the bought rebar call option RB2510 - C - 3000, exit the call option selling strategy, and hold the sold rebar RB2510 - P - 2900 [3]. - **Core Logic**: - Supply: The inventory pressure of steel raw materials will ease after mid - July, which may support the prices of furnace materials and steel production costs. The supply pressure of imported iron ore will decrease, and the coal and coke prices are expected to stabilize and rebound [3]. - Demand: Although the overall downstream consumption of steel is weak, the plate demand is okay, and the speculative demand is expected to increase due to positive factors [4].

Economic Growth and Achievements - The economic increment in China over the past five years is expected to exceed 35 trillion yuan, equivalent to the total economic output of Guangdong, Jiangsu, and Shandong provinces in 2024, surpassing the total of the Yangtze River Delta region and the GDP of the world's third-largest economy [1] - The manufacturing sector has consistently contributed over 30 trillion yuan annually, with China maintaining its position as the world's largest manufacturer for 15 consecutive years, producing the highest output of over 220 major industrial products globally [1] Innovation and R&D - Innovation has been prioritized in the "14th Five-Year Plan," with R&D investment intensity increased to 2.68%, nearing the OECD average, showcasing significant breakthroughs in various fields [2] - The challenges posed by "decoupling and supply chain disruptions" have only strengthened China's resolve for self-reliance and accelerated the pace of independent innovation [2] Quality of Life Improvements - The average life expectancy in China has reached 79 years, with a consistent increase of 1 year every five years from the 12th to the 14th Five-Year Plan [3] - The construction and upgrading of high-standard farmland have reached 460 million mu, with over 1 billion mu completed, ensuring food security as China leads in the production of grains and meat globally [3] Environmental Progress - China has made significant improvements in ecological conditions, with the largest increase in forest area globally, contributing to one-fourth of the world's new greening area [3] - The achievements during the "14th Five-Year Plan" period have exceeded expectations, positioning China as a stable and reliable force in global development [3]