据工信部消息，7 月 3 日，工业和信息化部党组书记、部长李乐成主持召开第十五次制造业 企业座谈会，深入学习贯彻习近平总书记重要指示批示精神，落实党中央、国务院决策部署， 聚焦加快推动光伏产业高质量发展，听取光伏行业企业及行业协会情况介绍和意见建议。 部相关司局、部属单位负责同志参加会议。 会上， 14 家光伏行业企业及光伏行业协会负责人作交流发言，围绕企业生产经营、科技创 新、市场竞争、行业生态建设等方面进行交流，介绍企业基本情况、面临的困难和问题，提出 政策建议。 李乐成表示，党中央高度重视光伏产业发展，习近平总书记强调把促进新能源和清洁能源发展 放在更加突出的位置，积极有序发展光能源、硅能源、氢能源、可再生能源。近年来，在各部 门积极扶持和产业界共同努力下，我国光伏产业坚持 自力更生 、 技术创新 、 效率优先 、 市场主导，实现了从无到有、从弱到强的转变，在产业规模、技术水平、应用市场等方面取得 领先优势，成为中国制造的一张靓丽名片。我们要全面客观认识光伏产业发展形势，坚定信 心，多措并举，进一步巩固提升优势，为共建清洁美丽世界作出更大贡献。 李乐成强调，要深入学习贯彻习近平总书记关于新型工业化的重要 ...

Group 1 - The core viewpoint of the articles emphasizes the integration of party building and business development to promote rural revitalization through a collaborative initiative between Guoren Insurance Shandong Branch and the Nanjiao Town Party Committee [1][2] - The event focused on the deep integration of "party building and business," exploring high-quality development driven by effective party leadership [1] - The initiative included a field study of Han Jia Wo Village, recognized as a "National Civilized Village and Town," showcasing innovative practices in rural governance empowered by distinctive party building [1] Group 2 - Guoren Insurance Shandong Branch plans to leverage its industry advantages to enhance its "Protecting Life, Guoren Responsibility" party building brand, focusing on risk protection needs in rural specialty industries [2] - The collaboration aims to establish a long-term cooperative mechanism characterized by resource sharing, complementary advantages, and mutual development [2] - Future efforts will focus on transforming organizational vitality into development momentum, effectively converting political and organizational advantages into practical benefits for local economies and rural revitalization [2]

Core Viewpoint - The Ministry of Industry and Information Technology emphasizes the need for the solar industry to innovate and enhance its competitive advantage in next-generation photovoltaic products, aiming to become a global leader in technology and a key player in low-carbon energy transition [1] Group 1: Industry Development - The industry is encouraged to promote entrepreneurial spirit and focus on technological innovation while maintaining quality and safety standards [1] - There is a call for strengthening international cooperation to expand the depth and breadth of solar applications [1] - The Ministry will enhance macro guidance and industry governance to support high-quality development in the solar sector [1] Group 2: Role of Industry Associations - Industry associations are urged to act as a bridge between the government and enterprises, guiding companies to strengthen industry self-discipline and fulfill social responsibilities [1] - A collaborative effort is needed to create a favorable industrial ecosystem [1] Group 3: Government Support - The Ministry plans to increase support in terms of standard setting and service assurance to help companies address urgent issues [1] - Continuous efforts will be made to safeguard the development of the photovoltaic industry [1]

专家贴近科研精准讲，充分发挥研究院专家技术优势，组织企业高级专家、一级工程师、二级工程 师开展精准宣讲；员工结合岗位互动讲，组织青年科研骨干梳理岗位职责，明确发展规划，通过"说我 所做、做我所说"，不断在听、说、学、思、悟中提升业务水平和履职能力。基层党支部积极开展大讨 论活动，针对目前稳产上产的堵点、卡点问题座谈交流。广大干部员工齐心协力，提建议、出对策，想 在前、干在先，不断强化作风建设，全身心投入到科研生产中，积极为油田公司高质量发展贡献力量。 通过系统化、精准化的宣讲体系，不仅将战略部署转化为全员共识，更通过技术攻坚、岗位实践、 基层联动，构建起"思想引领—创新驱动—全员参与"的高质量发展生态。大港油田正以宣讲凝聚奋进力 量，以创新突破发展瓶颈，以绿色低碳重塑产业格局，为保障国家能源安全、服务京津冀协同发展贡献 更澎湃的"大港智慧"。 作为中国石油工业的重要力量，大港油田近年来在油气勘探、技术创新、绿色低碳等领域取得显著 成就。60余年的发展历程，昔日的盐碱滩已建设成为一个集石油及天然气勘探、开发、原油加工等多功 能于一体的油气生产基地。推动传统能源与新能源协同发展，为保障国家能源安全贡献"大港力量" ...

Group 1 - China Power Construction announced a contract worth approximately 5.063 billion RMB for the KEBO bauxite mining and transportation project in Guinea, covering an area of 204.37 square kilometers with an estimated mining volume of 28 million tons over a project duration of 72 months [1] - The company reported a revenue of 142.56 billion RMB in Q1, a year-on-year increase of 1.61%, while the net profit attributable to shareholders decreased by 12.03% to 2.636 billion RMB [1] - China Power Construction's international business contracts signed in 2024 reached 223.96 billion RMB, a year-on-year increase of 4.08%, accounting for 17.62% of total new contracts [2] Group 2 - The company has been optimizing its business structure, achieving significant progress in strategic emerging industries, with new contracts in 2024 for new energy storage projects amounting to 22.664 billion RMB and soil remediation projects totaling 20.782 billion RMB [2] - The management emphasized a commitment to high-quality development, aiming to build a world-class enterprise and promote global green low-carbon industry development [3] - The strategic focus includes major infrastructure, with an emphasis on water, energy, urban development, and digital integration, aligning with national strategies for coordinated regional development [3]

国债期货日报 2025/7/3 | 项目类别 | 数据指标 最新 环比 项目 最新 | | | | 环比 | | --- | --- | --- | --- | --- | --- | | 期货盘面 | T主力收盘价 64924 | 109.105 | 0% T主力成交量 | | 1409↑ | | | 51486 TF主力收盘价 | 106.255 | 0.01% TF主力成交量 | | 156↑ | | | TS主力收盘价 24843 | 102.514 | 0.01% TS主力成交量 | | 156↑ | | | TL主力收盘价 | 121.130 | -0.02% TL主力成交量 | 72609 | 387↑ | | 期货价差 | TL2512-2509价差 | -0.13 | +0.01↑ T09-TL09价差 | -12.03 | 0.03↑ | | | T2512-2509价差 | 0.08 | -0.00↓ TF09-T09价差 | -2.85 | 0.03↑ | | | TF2512-2509价差 | 0.11 | +0.02↑ TS09-T09价差 | -6.59 | 0.03↑ | | ...

专题：2025基金年中大盘点：最高涨超88% 超120只基金清盘 随着二季度收官，2025年上半年公募基金非货规模排名随之出炉。 龙头之争：14%狂飙 VS 3%缓行，差距缩至654亿 Wind数据显示，在非货规模TOP10基金公司中，华夏基金以14.02%的半年增长率位居行业首位，规模 大幅提升至19526.19亿元，与行业龙头易方达基金的差距迅速缩小至不足654亿元。 易方达基金尽管以20180.10亿元的规模蝉联第一，但其增速仅为3.04%，增长绝对值不足华夏基金的四 分之一。若假设华夏基金和易方达基金的增长率保持恒定进行规模预测，华夏基金规模有望在今年8月 底超越易方达基金，成为行业新的领军者。 至20250630 半年成绩单：非货TOP10增速分化，华夏领跑博时垫底 | 数据来源：Wind 截止 | | --- | 至20250630 从非货规模TOP10基金公司的整体情况来看，截至6月30日，增速首尾相差超过17个百分点。 数据来源：Wind 截止 华夏基金以2400.43亿元的增量遥遥领先，相当于日均净流入13亿元，这一数字甚至超过了易方达、招 商和南方三家巨头的增量总和。 招商基金与华泰柏瑞基 ...

Core Viewpoint - The article highlights the five-year anniversary of the Mobil 1 automotive maintenance brand, emphasizing its transformation and commitment to high-quality development in the automotive aftermarket in China [1][12]. Company Development - Mobil 1 automotive maintenance brand was launched in July 2020, aiming to drive the advancement of the automotive aftermarket in China [1]. - As of Q1 this year, the number of Mobil 1 service stores has exceeded 1,300, covering 251 cities, with over half of the vehicles serviced being mid-to-high-end models priced above 200,000 yuan [3][4]. - The company has initiated the "Star Alliance Plan" to enhance brand strength, marketing capabilities, and operational efficiency, alongside a new energy strategy [3][6]. Market Dynamics - The automotive aftermarket has seen a significant increase in private car ownership, with approximately 100 million more vehicles, leading to market expansion but also intensified competition [4][9]. - The competition is not only based on price but also on service quality, technological innovation, and brand influence [4]. Strategic Initiatives - The "Star Alliance Plan" focuses on evolving three core competencies: brand strength, marketing capabilities, and operational support, with a particular emphasis on enhancing operational capabilities [6][8]. - A digital system has been developed to analyze store operations and identify improvement opportunities, helping to standardize management while maintaining local store characteristics [6][7]. New Energy Market - The rise of the new energy vehicle (NEV) market has prompted Mobil 1 to launch a new energy strategy, introducing products specifically for electric vehicles, including lubricants and coolants [9][10]. - The company has established a partnership with the China Automotive Maintenance Industry Association to create standards for electric vehicle oil and fluid services, aiming to standardize the NEV aftermarket [10]. Industry Context - The high-quality development of the automotive aftermarket is a systematic initiative in China, supported by government guidelines aimed at fostering a healthy industry ecosystem [12]. - Mobil 1's commitment to building a collaborative and sustainable automotive maintenance ecosystem aligns with national goals to transition from scale expansion to quality coexistence in the automotive aftermarket [12].

Core Viewpoint - The completion of the China Communications Fourth Navigation Engineering Bureau's (CCCC Fourth Navigation Bureau) CCCC Fourth Navigation Technology Park project marks a significant step in the development of a supply chain and smart building research cluster in Guangzhou's Baiyun District, with a total investment of 360 million yuan and a focus on technological innovation and quality engineering [1][2][5]. Group 1: Project Overview - The CCCC Fourth Navigation Technology Park is located within the Yiyun Science and Technology Innovation Center, covering an area of 12,000 square meters with a total construction area of 39,000 square meters [1]. - The project includes a comprehensive experimental building, model testing hall, key laboratories, and engineering quality testing center, aimed at supporting enterprise development and promoting technological progress in the construction industry [1][5]. Group 2: Development Strategy - Baiyun District is accelerating the creation of a modern industrial cluster, focusing on high-quality development, with the CCCC Fourth Navigation Technology Park being a key component of this strategy [2]. - The project is part of the CCCC Fourth Navigation Bureau's commitment to regional innovation and industrial upgrading, emphasizing high-quality project management and the application of advanced technologies [2][3]. Group 3: Technological Innovations - The project team has implemented advanced insulation gel technology to enhance the building's thermal insulation performance, significantly reducing energy consumption and contributing to energy-saving goals [3]. - High-strength rebar direct thread connection technology has been widely applied to ensure structural safety and durability, while also minimizing construction pollution [4]. - The use of BIM technology has enabled effective project management through 3D modeling, helping to identify and resolve design conflicts early in the process [4]. Group 4: Future Prospects - The CCCC Fourth Navigation Technology Park is expected to be operational by July, providing a comprehensive platform for research, experimentation, and testing, which will attract more talent and innovation resources to Baiyun District [5]. - The CCCC Fourth Navigation Bureau plans to leverage the advantages of the technology park and collaborate with domestic and international research institutions to promote the integration of technological innovations with industry [5].

Core Viewpoint - The Shandong provincial government has recognized 30 counties (cities, districts) for their significant achievements and progress in high-quality economic development for the year 2024, emphasizing the importance of adhering to Xi Jinping's thoughts and the directives from the Party's recent congresses [1][2]. Group 1: High-Quality Development Achievements - The counties recognized for their outstanding high-quality development are categorized into three groups: urban districts, provincial finance-managed counties, and other counties. Notable urban districts include Qingdao's Laoshan District and Weihai's Huancui District, while provincial finance-managed counties include Yishui County and Yiyuan County [2]. - The counties that showed significant progress in high-quality development are also divided into three categories, with urban districts like Dongying's Hekou District and provincial finance-managed counties like Wulian County being highlighted [2]. Group 2: Future Expectations and Strategies - The Shandong provincial government encourages the recognized counties to cherish their honors and strive for further achievements, while urging other counties to learn from these exemplary units to identify gaps and enhance their development quality [3]. - The government emphasizes the need for all levels and departments to focus on high-quality development, adhere to market-oriented reforms, and implement comprehensive strategies tailored to local conditions to strengthen the county economy [3].