工业生产稳中有进，高端制造加快布局。上半年，全市规上工业增加值同比增长12.5%。从经济类型看 国有控股企业增加值同比增长19.0%，股份制企业增长17.3%，私营企业增长6.5%。 服务业保持增长，部分现代服务业增势较好。上半年，全市服务业增加值同比增长4.0%。其中，批发 和零售业、住宿和餐饮业增加值分别增长9.0%、5.3%。 中国发展网讯 记者施文郁报道 上半年，大连市经济保持平稳运行，高质量发展取得新的成效。 根据辽宁省地区生产总值统一核算结果，上半年，大连市地区生产总值4647.0亿元，按可比价格计算， 同比增长6.0%，高于全国0.7个百分点。分产业看，第一产业增加值216.9亿元，同比增长4.5%；第二产 业增加值1641.3亿元，增长9.4%；第三产业增加值2788.8亿元，增长4.0%。 科技引擎动能增强。创新策源能力持续提升，获批全国重点实验室5家，辽宁黄海实验室在连孵化3家学 科性公司，建成6个校企联合研发中心，大连凌水湾实验室、星海湾实验室建设取得阶段性成果，4家中 试基地入选国家首批重点培育中试平台初步名单。25个研究领域、398个细分领域实验室确定入驻英歌 石科学城。 经济循环畅 ...

7月23日，在2025国际低空经济博览会暨低空经济基础设施发展大会上，中国民用机场协会副秘书长黄 伟宏宣布，《低空经济基础设施框架指引(2025版)》正式发布。《框架指引》明确了低空经济基础设施 是以无人驾驶航空器基础设施为主，同时兼顾了传统通用航空基础设施构建的原则，包括传统设施与新 型设施衔接的系统性，eVTOL(电动垂直起降飞行器)等新型航空器运行及相关业态的实用性，低空新型 基础设施与城市建设发展的有机融合协同性，人工智能及低轨卫星等新技术在低空经济领域应用的创新 性。(中证金牛座) ...

Core Insights - The Chengdu metropolitan area is experiencing significant growth and development, becoming a key driver for high-quality economic growth in Sichuan province [2][3] - The establishment of the Chengdu-Deyang-Meishan-Ziyang integrated development leadership group marks a substantial step forward in urban integration efforts [2] Urban Integration and Infrastructure Development - The Chengdu metropolitan area has launched its first intercity rail line, with an average daily passenger flow of 30,400 [2] - The region's nine key industrial chains have surpassed a total output value of 1.2 trillion yuan [2] - By 2027, three intercity rail lines are expected to be operational, making it the first metropolitan area in China to have intercity rail services connecting a central city to all regional sub-centers [5][6] Transportation and Connectivity - The metropolitan area is developing a comprehensive transportation system, including railways and public transit, to enhance connectivity [4][5] - The implementation of the "1-hour traffic circle" is nearly complete, with 17 cross-city bus routes currently in operation [6] Industrial Development and Collaboration - The Chengdu metropolitan area has reported a 9.9% year-on-year increase in industrial output value from January to May, outperforming the provincial average [7] - Significant industrial projects, such as the world's largest laser display optical screen manufacturing base, are being established in the region [7][8] - The area is focusing on strategic industries like low-altitude economy, with multiple initiatives and projects underway [9] Innovation and Technology - The Chengdu metropolitan area is fostering a collaborative innovation ecosystem, with initiatives like the Tianfu Avenue Science and Technology Corridor aimed at enhancing regional innovation [11][12] - The establishment of innovation centers and funds is facilitating the conversion of scientific achievements into practical applications [12] Future Development Plans - The Chengdu metropolitan area aims to complete its urban integration plan by 2025, focusing on clear spatial structure, complementary urban functions, and smooth transportation [12]

Group 1 - The first International Low Altitude Economy Expo opened in Shanghai, showcasing the eVTOL aircraft Skylar (VE25-100) by Volant Aviation, which signed a tripartite cooperation agreement with Pan-Pacific Co., Ltd. (Thailand) and China Aviation Technology International Engineering Co., Ltd. [1] - Pan-Pacific has placed an order for 500 units of the Skylar eVTOL, amounting to $1.75 billion, marking the largest procurement order in China's eVTOL industry to date [1]. - Autocraft from the UAE signed a procurement agreement for 350 units of the E20 eVTOL from Times Technology, with an order value of $1 billion [1]. Group 2 - The influx of overseas orders is seen as a significant boost for the domestic low-altitude economy sector, similar to the previous surge of large overseas orders in the innovative pharmaceutical industry, potentially prompting market funds to reassess development opportunities in the sector [1]. - In a recent meeting, Funeng Technology revealed that Times Technology is a key client, to which it exclusively supplies the second-generation semi-solid eVTOL batteries for the E20 model [1]. Group 3 - Volant Aviation has established collaborations with several A-share companies, including a cooperation agreement with Langjin Technology for the design and development of the VE25 eVTOL's environmental control system [3]. - The partnership with Langjin Technology leverages its advanced technology in variable frequency energy saving and thermal management, aiming to create a comprehensive thermal management system suitable for aircraft [3]. - Volant Aviation also signed a strategic cooperation agreement with Hite High-tech, focusing on eVTOL flight simulator development, personnel training, and maintenance services, which is crucial for timely commercial operation [3]. Group 4 - Volant Aviation has secured numerous intention orders this year, including a strategic cooperation agreement with Bank of China Financial Leasing for the procurement of 100 units of the VE25 eVTOL [4]. - The VE25-100 eVTOL is Volant's flagship product, with nearly 1,000 intention orders received, amounting to a total order value in the hundreds of millions [4].

Group 1 - The Ministry of Human Resources and Social Security announced the seventh batch of new occupations, including 17 new professions and 42 new job types, with adjustments made to 9 existing occupations [1][2] - The new professions include roles such as inspection and testing management engineers, cross-border e-commerce operation managers, and drone swarm flight planners, while the new job types include generative AI system testers and service dog trainers [2][3] - The increase in new job types indicates a deepening phase in the release of new occupations, reflecting the evolving demands of industry and society [2][4] Group 2 - The new occupations are closely aligned with public needs, showcasing a trend towards enhancing quality of life, as seen with roles like sleep health managers and smart scenic area managers [3][4] - The introduction of new professions, particularly in public service and social needs, is expected to create more job opportunities [4] - Since 2019, a total of 110 new occupations have been introduced, driven by advancements in digital technologies and the push for carbon neutrality, leading to the emergence of green and digital jobs [5] Group 3 - The Ministry plans to establish national occupational standards for the newly announced professions and will actively promote training programs [6] - A project-based training model will be implemented, focusing on job demand, skills training, skills evaluation, and employment services to support the new occupations [6] - The Ministry will explore regional cooperation mechanisms to analyze and respond to labor market trends in key economic areas [6]

Group 1 - The Hong Kong General Chamber of Commerce met with the Deputy Financial Secretary to discuss the upcoming Policy Address and presented a proposal to strengthen Hong Kong's international status and business environment amid geopolitical changes and economic uncertainty [1] - The Chamber proposed a three-phase strategy: immediate actions to build confidence, accelerating smart city transformation as a mid-term goal, and establishing resilience in the long term [1] - According to the Chamber's recently released "Asian Cities Internationalization Index," Hong Kong ranks as the most internationalized major city in Asia, which can help attract more international organizations and key enterprises to the city [1] Group 2 - The Chamber emphasized the importance of nurturing local talent to meet the demands of a rapidly evolving economy while also attracting global talent [1] - It highlighted the need for Hong Kong to accelerate digital innovation and invest in emerging industries such as artificial intelligence and low-altitude economy to enhance efficiency across various sectors [1] - Another major recommendation includes implementing effective environmental policies to improve both environmental and economic performance, which will support population growth and attract local and international talent [2] Group 3 - The Chamber expressed appreciation for the government's commitment to improving governance and supporting efforts to enhance confidence and certainty in Hong Kong [3]

尽管"低空经济"写入政府工作报告后热度飙升，但陈炎认为低空经济真正腾飞需要空域、基础设施、技 术、飞行服务保障体系、法律法规五大核心要素的同步成熟。 他表示，要充分、有序推动空域资源开放，加快通用机场、飞行营地、起降点等基础设施建设，通过技 术创新提升轻型运动类飞机核心技术全链条国产化水平，提升气象、监测、管制等能力强化飞行服务保 障体系，加快制定低空经济相关法律法规等。 "当空域、基础设施、保障体系等逐步完善后，新能源载人航空器市场将迎来真正的春天。"陈炎认为这 个市场潜力巨大，如同20年前难以想象私家车的普及一样。 陈炎表示，零重力飞机工业的愿景是"构建地球上第三种交通生态"，最终目标是进入开放的交通领域。 但在陈炎看来，通向未来的道路需要一步步夯实。零重力飞机工业选择先深耕低空文旅，在封闭空域内 打磨技术、验证模式、培育市场，为未来低空交通生态的构建储备能量。 编者按：今年的政府工作报告提出："开展新技术新产品新场景大规模应用示范行动，推动商业航天、 低空经济等新兴产业安全健康发展"，这有助于促进科技创新和市场应用的良性互动。近期，新华财经 记者实地调研低空经济企业，采访地方主管部门负责人、行业协会、科 ...

Core Viewpoint - The release of the 7th batch of new occupations and jobs by the Ministry of Human Resources and Social Security reflects the evolving labor market, with a focus on emerging technologies and public service needs [1][11]. Group 1: New Occupations and Jobs - The 7th batch includes 17 new occupations such as inspection and testing management engineers, cross-border e-commerce operation managers, and drone swarm flight planners, along with 42 new job types like generative AI system testers and sleep health managers [3][10]. - Compared to previous batches, the number of new occupations remains stable, but there is a significant increase in new job types, indicating a trend towards greater specialization [5][7]. Group 2: Societal and Economic Implications - The introduction of new occupations is closely tied to public service and societal needs, such as the addition of sleep health managers and elderly care service providers, which aim to enhance quality of life [8][10]. - Since 2019, a total of 110 new occupations have been introduced, reflecting the demand for talent in new technologies and the transformation of traditional industries [11][13]. Group 3: Future Directions and Training - The rapid development of digital technologies like AI, big data, and blockchain has led to the emergence of new digital occupations, while the push for carbon neutrality has created demand for green jobs [13][15]. - The Ministry plans to enhance the cultivation of new occupations and will develop national occupational standards and training programs to support these new roles [16][17].

Group 1: Construction Materials - The central urban work conference emphasized urban renewal and improvement rather than large-scale demolition, focusing on meeting public needs and enhancing existing urban development [1] - The National Development and Reform Commission called for preventing low-level redundant construction and vicious competition, indicating a shift towards high-quality development in the low-altitude economy [1] Group 2: Machinery - Exports to North America continued to decline in June, but the engineering machinery category maintained a high level of prosperity, with excavators, tractors, and mining machinery showing year-on-year growth rates of 22%, 26%, and 23% respectively [2] - Recommendations include关注一拖股份 and 徐工机械 based on the strong performance in the engineering machinery sector [2] Group 3: Non-ferrous Metals - In Q2 2025, the holding ratio of non-ferrous metal heavy stocks increased to 4.3%, with significant increases in rare earths and minor metals [3] - Investment suggestions include 北方稀土 for rare earths, 金诚信 and 紫金矿业 for copper, and 中国宏桥 for aluminum [3] Group 4: Chemicals - The government is expected to promote the elimination of outdated capacity in the petrochemical industry, which could enhance industry competitiveness [4] - The current phase of evaluating the elimination of old chemical production capacity is anticipated to lead to a gradual optimization of supply [4] Group 5: Banking - 常熟银行 reported a 10.1% year-on-year increase in revenue to 6.06 billion yuan and a 13.5% increase in net profit to 1.97 billion yuan for the first half of 2025 [7] - The bank's non-performing loan ratio remains low, and the provision coverage ratio is high, indicating strong resilience in earnings and profitability [7] Group 6: Internet Media - 哔哩哔哩 has significant potential for C-end paid user growth, with a focus on the commercialization of its advertising business and the launch of new gaming products [8] - The company is expected to maintain stable costs while projecting adjusted net profits of 2.15 billion yuan, 3.51 billion yuan, and 4.65 billion yuan for 2025-2027 [8] Group 7: Home Appliances - 海尔智家 is positioned as a leading global home appliance brand, with a notable upward trend in air conditioning operations for 2025 [9] - The company is expected to achieve net profits of 21.5 billion yuan, 24.3 billion yuan, and 27.3 billion yuan for 2025-2027, with a current price-to-earnings ratio of 11, 10, and 9 times respectively [9] Group 8: Electronics - 视源股份 continues to show revenue growth, although net profit forecasts for 2025 and 2026 have been adjusted downwards to 1.048 billion yuan and 1.239 billion yuan respectively [10] - The long-term growth potential remains strong, with a projected net profit of 1.486 billion yuan for 2027 [10] Group 9: Skincare - 林清轩 has established itself as a leading high-end skincare brand in China, with its camellia oil facial essence ranked first in retail sales among all facial essence products for 11 consecutive years [6] - The brand is recognized as the only domestic brand among the top 15 high-end skincare brands in China, according to 灼识咨询 [6]

Group 1 - The State Council Information Office held a press conference to discuss the construction of the Hainan Free Trade Port, featuring key officials from various government departments [1] - The Ministry of Public Security provided updates on high-level security measures to ensure the successful completion of the 14th Five-Year Plan [2] - The China Meteorological Administration announced an upcoming press conference to discuss national weather patterns and climate trends for July and August, including flood prevention strategies [3] Group 2 - The 2025 China Internet Conference will take place in Beijing, focusing on cutting-edge technologies such as AI and 5G-A/6G, aiming to explore industrial upgrades driven by AI [4] - The 2025 International Low-Altitude Economy Expo will showcase revolutionary breakthroughs in low-altitude technology, featuring nearly 300 leading global companies [5] Group 3 - A total of 21.6 million shares from five companies will be unlocked today, with a combined market value of 1.422 billion yuan, highlighting significant unlock volumes from companies like Demingli and Fuling Co. [6] - 24 companies reported progress on stock repurchase plans, with notable amounts proposed by companies such as Aoxing Packaging and Zhaoyi Innovation [7] Group 4 - The People's Bank of China will have 520.1 billion yuan in 7-day reverse repos maturing today, indicating ongoing liquidity management in the financial system [8] - Upcoming data releases include the annualized total of existing home sales in the U.S. for June and the weekly EIA crude oil inventory figures [9]