新华社里约热内卢7月7日电 当地时间7月6日和7日，国务院总理李强在里约热内卢出席 金砖国家领导人第十七次会晤第二及第三阶段会议，围绕加强多边主义、人工智能、环境和 气候变化、全球卫生等议题发表讲话。金砖成员国和伙伴国、嘉宾国领导人以及国际组织代 表出席会议。 来源：新华社 李强指出，当前全球气候、环境和卫生领域的不确定性风险上升，国际社会应当广泛凝 聚共识，积极有力行动，携手应对共同挑战。一是汇聚应对气候变化的更多合力。坚定落实 《联合国气候变化框架公约》及《巴黎协定》，捍卫共同但有区别的责任原则，深化清洁能 源、碳市场等领域合作，敦促发达国家履行资金、技术等方面的承诺。二是提升生态环境保 护的实际成效。坚持人与自然和谐共生，倡导系统治理，更好履行《生物多样性公约》《联 合国防治荒漠化公约》。三是加强公共卫生体系的能力建设。支持世卫组织继续在全球卫生 治理中发挥协调作用，充分发挥金砖疫苗研发中心等平台作用，为全球南方提供更多公共产 品。长期以来，中国坚持践信守诺，以自身所能为世界所需作出了积极贡献。中国将继续拿 出更多实际行动，承担应尽责任，同各方共促更加绿色、健康、可持续的全球发展。 会议通过《金砖国家领 ...

Core Viewpoint - The article emphasizes the importance of effective supervision and governance in economic development zones to create a fair and just business environment, focusing on the integration of political supervision into the development process of these zones [6][7][8]. Group 1: Supervision Mechanisms - The Dalian Economic and Technological Development Zone has implemented political supervision to ensure the effective execution of major decisions from the central government, focusing on issues raised by enterprises and the public [7]. - The Qingdao Economic and Technological Development Zone emphasizes a collaborative approach to supervision, ensuring that political supervision is integrated into economic development and reform tasks [8]. - The Fuzhou Economic and Technological Development Zone has established a project-based supervision mechanism to address urgent issues faced by enterprises, enhancing the business environment [9]. Group 2: Systematic Governance - The article discusses the need for a systematic approach to governance, integrating punishment, treatment, and prevention to ensure high-quality development in economic zones [10]. - It highlights the importance of establishing a collaborative mechanism among various departments to enhance the effectiveness of supervision and case handling [11]. - The focus is on addressing corruption and inefficiencies in the management of resources and projects within the development zones [11][12]. Group 3: Risk Prevention and Control - The article outlines the necessity of developing a robust risk prevention mechanism to identify and mitigate potential corruption risks in key positions and processes [15][16]. - It stresses the importance of daily supervision to monitor the operations of power within the development zones, utilizing data technology for effective oversight [16][17]. - The need for a clear delineation of responsibilities and processes to prevent corruption and ensure accountability is emphasized [15][16]. Group 4: Enhancing Business Environment - The article highlights initiatives aimed at optimizing the business environment, including the establishment of monitoring points for enterprise-related law enforcement and a responsive mechanism for addressing enterprise needs [20][23]. - It discusses the implementation of a "clean wind" initiative to enhance service quality and address issues such as inefficiency and corruption in enterprise services [20][23]. - The focus is on creating a transparent and efficient administrative process to facilitate business operations and attract investment [20][24].

Core Viewpoint - The article discusses the resolution of a long-standing ecological damage compensation case involving a hazardous materials transportation company, highlighting the challenges faced in cross-province enforcement and the eventual agreement on compensation for environmental restoration [1][4][5]. Incident Overview - On September 24, 2021, approximately 5 tons of unsaturated polyester resin leaked into the Songyin Creek in Zhejiang Province due to a traffic accident involving a vehicle from a hazardous materials transportation company based in Anhui Province [4]. - The local ecological environment bureau responded promptly to contain the spill and prevent further pollution downstream [4]. Legal and Enforcement Challenges - The case presented significant challenges due to jurisdictional issues, as the responsible company was located in a different province, complicating the enforcement of environmental laws [5]. - A special investigation team was formed, which included police and prosecution departments, to gather evidence and establish liability [5][9]. Compensation Negotiations - Initial negotiations with the company were met with reluctance, as they delayed signing the compensation agreement citing logistical issues [9][10]. - The environmental damage assessment estimated the compensation amount at 15.33 million yuan, but the company was slow to agree to the terms [9][10]. Flexible Enforcement Approach - The local bureau adopted a flexible enforcement strategy, considering the company's financial difficulties and reducing the compensation amount to 110,000 yuan, with a payment plan spread over three installments [11][12]. - This approach aimed to balance legal obligations with the need to support the company's operational viability [11]. Resolution and Outcome - After extensive negotiations lasting over 1,000 days, the final payment was made, and the funds were allocated for ecological restoration efforts in the affected area [12]. - The previously polluted site has since been rehabilitated, demonstrating the effectiveness of the collaborative approach taken by the enforcement agencies [12].

Core Viewpoint - Huide Technology (603192.SH), a leading company in the domestic polyurethane resin industry, plans to raise up to 580 million yuan through a private placement to expand its production capacity for polyurethane new materials, reinforcing its industry leadership position [1][3]. Financial Performance - In 2024, Huide Technology's total revenue reached 2.671 billion yuan, a decrease of 1.51% year-on-year, while net profit attributable to shareholders increased by 95% to 125 million yuan [1][6]. - The company's main business gross margin improved to 14.24%, up by 2.89 percentage points year-on-year [1][7]. Production and Sales - The production volume of Huide Technology's three main polyurethane products reached 235,900 tons in 2024, reflecting a year-on-year increase of 6.55%, with sales volume at 233,800 tons, up by 3.16% [1][7]. - Despite a decline in product prices, the company achieved an increase in sales volume and gross margin through product structure optimization and cost management [1][7]. New Energy Sector - In 2024, the revenue from Huide Technology's new energy components business was 87.41 million yuan, marking a year-on-year growth of 42.06%, with production and sales volumes increasing by 82.80% and 72.59%, respectively [2][7]. - The company added 26 large-scale clients in the new energy sector, primarily in the power battery, automotive, and home appliance industries [8]. Capital Expansion Plans - Huide Technology's first private placement since its IPO in 2018 aims to raise funds for expanding production capacity in polyurethane new materials, with a total investment of 800 million yuan planned for the project [3][4]. - The project is expected to have an internal rate of return of 24.14% after tax, with a payback period of 5.30 years [4].

Core Viewpoint - The article highlights the efforts of Baoyan Town in Danju District to enhance its water environment through various initiatives, emphasizing the importance of water management in ecological civilization construction [1]. Group 1: Water Quality Improvement - Baoyan Town has implemented a series of river management projects from 2020 to 2022, including the dredging of 766 meters of the Old Tongji River and the removal of 66,000 cubic meters of silt, resulting in improved water quality [2]. - The average water quality at the Baoyan Bridge and Taizhuang Bridge monitoring points has stabilized at Class III surface water standards during the 14th Five-Year Plan period [2]. Group 2: Sewage Management - The town has invested 4 million yuan in 2022-2023 for the sewage interception project, constructing 400 meters of gravity pipes and 900 meters of pressure pipes to address sewage discharge issues in the old town area [3]. - Future projects include the Old Tongji River source control and sewage diversion initiatives, aimed at enhancing the sewage management system and ensuring better water quality [3]. Group 3: Comprehensive Water Environment Strategy - Baoyan Town aims for long-term water quality improvement by focusing on three main areas: rainwater and sewage separation, sewage main pipeline detection and repair, and comprehensive agricultural pollution control [4]. - The town plans to achieve full coverage of agricultural pollution control facilities by 2025 and to integrate ecological agriculture practices to reduce agricultural runoff [4].

丨 来源：中国证券报·中证网 2025-07-07 中证报中证网讯 据福建证监局官网，近日，福建证监局发布福建辖区资本市场优化营商 网络环境专项行动典型案例（第一期）。此次专项行动在福建省委网信办等部门支持下，聚焦 涉企侵权、虚假信息等突出问题，联合多部门整治侵犯企业及企业家网络合法权益的违法违规 行为，形成一批典型案例，彰显了净化资本市场营商网络环境的坚定决心。 月，聚焦涉企侵权、虚假信息、网络暴力等15类突出问题开展重点整治。期间，省委网信办、 福建证监局等部门聚焦福建资本市场，联合召开专题座谈会，面对面向市场主体介绍专项行动 方案；深入福耀玻璃、宁德时代、紫金矿业等10余家上市或拟上市企业进行一对一宣讲；向市 场主体发送"深化开展优化营商网络环境"举报指南，助力企业用好维权武器。 福建证监局提醒，广大投资者应提高风险防范意识，警惕"股市黑嘴"、非法荐股等非法金 融活动，认清机构资质，如遭受损失应及时向公安机关报案。 三是诋毁企业声誉，侵犯隐私名誉。"天天价值解读"擅自披露企业高管私人信息并歪曲事 实，"阿尔法工场Green"用"弑父"等煽动性词汇捏造企业对立关系，均被企业举报后删帖，相 关行为违反个人信 ...

Core Viewpoint - The Gansu Electric Power Company focuses on enhancing power supply services and support for enterprises, aiming to improve the business environment and promote economic stability and development [1][4]. Group 1: Project Acceleration and Support - The Gansu Electric Power Company has significantly reduced the electricity connection process for key projects, cutting the reporting time by 50% and the approval time to 15 working days [2][4]. - The Gansu Jinsha River Grain Processing and Storage Project, with a storage capacity of 200,000 tons, is set to begin production in October 2023, eight months ahead of schedule, thanks to the company's efficient service [2]. - The project is expected to generate an annual output value of over 1.5 billion yuan and provide more than 400 direct jobs [2]. Group 2: Business Environment Improvement - The company has implemented a "one certificate for electricity" policy and reduced electricity connection costs for small and micro enterprises, saving them over 5 billion yuan since 2021 [4]. - The average time for high and low voltage customers to complete the electricity connection process has been reduced by over 80%, achieving a compliance rate of 99.9% [4]. Group 3: Energy Efficiency Services - The company provides tailored energy efficiency services, including energy consumption analysis and optimization recommendations, to help enterprises reduce electricity costs [5][7]. - The Gansu Electric Power Company has introduced a "smart electricity bill" that offers peak and valley analysis, aiding companies in understanding their electricity usage [5]. Group 4: Comprehensive Support for Enterprises - The company offers full-process follow-up services from project negotiation to production, addressing technical challenges and providing strong power supply guarantees [10]. - The company aims to enhance the business environment in Gansu, striving for a leading position in the western region and a strong national presence [10].

根据《国家税务总局新疆维吾尔自治区税务局 新疆维吾尔自治区人民检察院 新疆维吾尔自治区住房和城乡建设厅 新疆维 吾尔自治区生态环境厅关于施工扬尘环境保护税核定计算及征收管理有关事项的公告》第一条第（二）项规定，按照《国家税 务总局新疆维吾尔自治区税务局 新疆维吾尔自治区生态环境厅关于发布〈新疆维吾尔自治区环境保护税核定征收管理办法 （试行）〉的公告》（2018年第9号）的规定，施工扬尘环境保护税的计算应当遵循以下计税规则： 欢迎扫描下方二维码关注： 1 施工扬尘 施工扬尘是指本地区所有进行建筑工程、市政工程、拆迁工程和道桥施工工程等施工活动过程中产生的对大气造成污染的 总悬浮颗粒物 、可吸入颗粒物和细颗粒物等一般性粉尘的总称。 2 施工扬尘应纳税额 应税大气污染物当量数 =（扬尘产生量系数-扬尘排放量削减系数）×月建筑面积（施工面积）÷一般性粉尘 污染当量值 应纳税额 =应税大气污染物当量数×适用税额 月建筑面积（施工面积） =总建筑施工面积÷施工工期 3 施工扬尘产生、削减系数表 | 工地类型 | | 扬尘产生量系数(千克/平方米 · 月) | | | | --- | --- | --- | --- | - ...

2025年07月07日 国泰君安期货商品研究晨报 观点与策略 | 黄金：非农表现超预期 | 3 | | --- | --- | | 白银：继续冲高 | 3 | | 铜：全球库存增加，价格震荡 | 5 | | 锌：横盘运行 | 7 | | 铅：短期消费旺季预期支撑 | 8 | | 锡：宏观环境带动上行 | 9 | | 镍：上方弹性受限，镍价低位承压 | 11 | | 不锈钢：库存轻微消化，钢价修复但弹性有限 | 11 | | 碳酸锂：锂价上方承压 | 13 | | 工业硅：以逢高布空思路为主 | 15 | | 多晶硅：关注政策变动情况 | 15 | | 铁矿石：预期反复，宽幅震荡 | 17 | | 螺纹钢：宽幅震荡 | 18 | | 热轧卷板：宽幅震荡 | 18 | | 硅铁：宽幅震荡 | 20 | | 锰硅：宽幅震荡 | 20 | | 焦炭：一轮提涨发酵，宽幅震荡 | 22 | | 焦煤：宽幅震荡 | 22 | | 动力煤：日耗修复，震荡企稳 | 24 | | 原木：主力切换，宽幅震荡 | 25 | | 对二甲苯：成本支撑偏弱 | 27 | | PTA：多PX空PTA止盈 | 27 | | MEG：单边震荡市 ...

来自科技企业的强劲需求，正在成为推动北京写字楼市场回温的主要动力。 CBRE世邦魏理仕近日发布报告指出，今年第二季度，位于石景山和菜市口的两个新项目交付使用，为 北京写字楼市场带来14.8万平方米的新增办公面积。整个上半年，北京写字楼新增供应总量为18万平方 米，已经完成全年预期总量的83%。 需求方面，市场情绪延续向好，使得上半年全市新租交易总面积同比上涨33%。 其中，上半年北京写字楼市场新租需求的三大主力行业依次是TMT（40%）、金融（20%）和专业服务 （12%）。TMT板块中，除人工智能、大数据和平台互联网等支柱赛道持续释放需求外，游戏类需求占 比亦有所提升；金融行业新租活动以同区整合搬迁为主；专业服务业中，内资律所和咨询类租户的升级 需求持续。 从需求面积段看，5000平方米及以上大面积交易数量呈温和回升的态势。 租金方面，受新兴区域分流和租户降本诉求的影响，上半年北京写字楼市场租金累计下降5.5%，至每 月每平方米241.7元。 该机构指出，今年下半年，北京仅有一个写字楼项目投放市场，新增供应相对有限。但相较于需求的恢 复速度，市场的总体供应仍然充裕。因此，业主之间的竞争依然激烈。多位从业者认 ...