国务院国资委印发《关于新时代中央企业高质量推进品牌建设的意见》 智通财经7月4日电，国务院国资委印发《关于新时代中央企业高质量推进品牌建设的意见》，《意见》 强调"六个全面"任务举措，指导中央企业推进品牌建设和品牌价值提升工作。 三是强调要全面加强品牌过程管理，强化品牌价值提升制度保障。加强品牌理念、品牌架构、品牌保 护、品牌声誉、品牌传播以及品牌体验6个方面的过程管理，提升品牌知名度和美誉度。 四是强调要全面加强品牌资产管理，系统提升整体品牌价值。有效识别、科学评估品牌资产，梯次培育 优质品牌资产,推动品牌资产科学管理和有效运营,有力支撑企业高质量发展和国有资产保值增值。 五是强调要全面提升品牌国际化水平，增强品牌全球影响力。制定品牌国际化发展策略，增强品牌国际 化运营能力，以高质量共建"一带一路"为重点，有梯度、有层次推进品牌国际化布局，推动品牌建设与 国际化经营一体推进、同频共振，塑造"有责任、有温度"的国际品牌形象。 六是强调要全面加强组织保障，筑牢新时代品牌发展坚实根基。从"加强组织推动""加强品牌投入""培 育品牌标杆""完善监督考核"4个方面作出安排，为推动相关工作落地实施、确保各项工作取得实效 ...

证券研究报告 | 策略点评 2025 年 07 月 04 日 投资要点 分析师：孟之绪 执业编号：S0300524080001 电话： 邮箱：mengzhixu@ykzq.com 投资策略研究 股市有风险，投资需谨慎。 请务必阅读最后特别声明与免责条款 www.ykzq.com 1 / 6 粤开市场日报-20250704 今日关注 指数涨跌情况：今日 A 股主要指数多数收跌。截止收盘，沪指涨 0.32%，收报 3472.32 点；深证成指跌 0.25%，收报 10508.76 点；科创 50 跌 0.01%，收报 984.80 点；创业板指跌 0.36%，收报 2156.32 点。总体上，全天个股跌多涨 少，Wind 数据显示，全市场 4118 只个股下跌，1169 只个股上涨，129 只个股 收平。沪深两市今日成交额合计 14285 亿元，较上个交易日放量 1188.11 亿 元。 行业涨跌情况：今日申万一级行业涨少跌多，银行、传媒、综合、公用事业、 钢铁、煤炭等行业领涨，美容护理、有色金属、基础化工、轻工制造、环保、 机械设备等行业领跌。 板块涨跌情况：今日涨幅居前概念板块为跨境支付、央企银行、数字货币、 ...

Core Viewpoint - The aerospace and defense sector is experiencing significant market activity, with notable stock performance and increased liquidity in related ETFs, driven by strong expectations for military-related developments in the near future [1][2]. Group 1: Market Performance - As of July 4, 2025, the CN5082 aerospace and defense industry index shows mixed performance among its constituent stocks, with AVIC Shenyang Aircraft (600760) leading with a 2.54% increase [1]. - The Aerospace and Defense ETF (159227) has an active trading environment, with a turnover rate of 20.04% and a transaction volume of 79.01 million yuan [1]. - Over the past week, the Aerospace and Defense ETF has averaged daily transactions of 80.54 million yuan, ranking it first among comparable funds [1]. Group 2: Fund Flows - The Aerospace and Defense ETF has seen continuous net inflows over the past six days, with a peak single-day net inflow of 37.52 million yuan, totaling 139 million yuan in net inflows [1]. - The defense and military sector index ranked 4th among 31 industries in terms of performance for the first half of 2025, with a record high trading volume [2]. Group 3: Sector Insights - More than 10% of military-listed companies reached historical highs in stock prices during the first half of 2025, driven by strong market expectations [2]. - The Aerospace and Defense ETF tracks the CN5082 index, with a high concentration of 98.2% in the defense and military sector, making it the most "pure" military ETF in the market [2]. - The top ten weighted stocks in the CN5082 index account for 49.42% of the total index, indicating a concentrated investment in key players within the aerospace and defense sector [3].

中证央企创新驱动指数从国资委下属央企上市公司中，综合评估其在企业创新和盈利质量方面的表现， 选取较具代表性的100只上市公司证券作为指数样本，以反映较具创新活力的央企上市公司证券的整体 表现。 该指数尤为注重成份股的创新驱动特征，截至2025年3月31日，根据中证指数公司及Wind披露，该指数 分布在通信、计算机、电力设备、国防军工等行业上的成份股比例较高，合计权重超40%；前十大成份 股中，有四只聚焦于计算机、电力设备、通信等板块，合计权重占比为16.68%，符合新质生产力发展 方向，堪称创新驱动排头兵。 在全球经济复苏乏力、国内经济结构深度调整的背景下，央企作为国民经济压舱石的战略价值正被重新 定义。近年来，政策红利密集释放、战略性新兴产业加速崛起、资本市场改革深化等多重因素，共同推 动着央企投资从传统估值逻辑向新范式跃迁。 公募基金行业作为资本市场核心参与者，敏锐捕捉到这一趋势并加速布局央企赛道。2023年以来，央企 主题基金数量激增，根据现存基金情况加总估算，全品类央企相关基金总规模已突破3000亿元。产品形 态从宽基指数向行业主题、跨境产品延伸；投资逻辑从单一低估值转向高股息和硬科技双轮驱动；战略 ...

6月30日，康佳集团股份有限公司（证券简称：深康佳A）披露控股股东筹划重大事项的进展公 告，4月29日，接到控股股东华侨城集团有限公司（简称：华侨城集团）的通知：为推进央企之间 专业化整合，优化资源配置，华侨城集团及其一致行动人分别与磐石润创（深圳）信息管理有限公 司及合贸有限公司签署了《关于康佳集团股份有限公司的股份无偿划转协议》，计划将华侨城集团 及其一致行动人持有的深康佳A全部股份无偿划转给中国华润有限公司下属全资子。 6月30日，深康佳A收到中国华润和华侨城集团发来的国务院国资委《关于康佳集团股份有限公司 国有股东所持股份无偿划转有关事项的批复》，同意华侨城集团、深圳华侨城资本投资管理有限公 司分别将所持深康佳A 5.24亿股、27.55万股 A股股份无偿划转至磐石润创（深圳）信息管理有限 公司。 | 序号 | 案件名称 | 参与集中的经营者 | 审结时间 | | --- | --- | --- | --- | | 1 | 重庆渝富控股集团有限公司收购 庆铃汽车(集团)有限公司股权 | 重庆渝富控股集团有限公司,庆铃汽 | 2025年6月24日 | | | | 车(集团)有限公司 | | | | 案 ...

论坛现场举行两项发布活动，东城区副区长邓慧敏推介了东城区数字经济高质量发展布局及政策，聚焦 算力、大模型与产业融合，释放政策引力。北京市东城区新智算力与大模型研究院正式揭牌。 在主旨演讲环节，7位行业领军人物呈现了各自领域的硬核实践。中国信息协会算力网专委会主任梅建 平呼吁避免"百模大战"式低效投入，聚焦"东数西算"工程与超算协同，推动算力如电力普惠可及。圆桌 对话环节，7位来自高校、企业、服务机构和投资机构的嘉宾聚焦"构建产业生态，合作共赢新范式"展 开深入讨论。 本次专题论坛特设"数字经济体验区"。来自东城区内外的7家创新企业集中展示了各自创新技术与解决 方案，参会者可沉浸式感受未来体验。 编辑 白爽 校对 陈荻雁 新京报讯（记者陈琳）7月3日，2025全球数字经济大会专题论坛"国央企数智化转型 链通产业新质生产 力"在东城区王府中心召开。论坛上，北京市东城区新智算力与大模型研究院正式揭牌。该研究院由东 城区政府联合金隅集团等20余家单位共建，定位"政产学研用金服"七位一体创新联合体。 7月3日，2025全球数字经济大会专题论坛"国央企数智化转型 链通产业新质生产力"召开。新京报记者 王贵彬 摄 本次论坛 ...

Core Points - The State-owned Assets Supervision and Administration Commission (SASAC) has issued the "Central Enterprise Development Planning Management Measures," establishing a three-tier planning system for state-owned enterprises (SOEs) [1][2] - The measures emphasize the importance of aligning development planning with the performance evaluation of central enterprise leaders, ensuring that operational targets are connected to planning goals [1][2] - The initiative aims to enhance the strategic focus of SOEs on national priorities and high-quality development, particularly in key industries and public service sectors [1][2][3] Group 1 - The new planning measures introduce a three-tier planning system: overall development planning, key task planning, and enterprise-specific planning, with a focus on optimizing industrial structure and strategic adjustments [2] - The measures establish a closed-loop management system for planning, covering the entire process from formulation to evaluation, ensuring comprehensive oversight at both the SASAC and enterprise levels [2][3] - The measures impose strict compliance requirements, making development planning a foundational element for investment supervision, financial budgeting, and performance assessments within SOEs [2][3] Group 2 - The SASAC will oversee the planning process, requiring enterprises to follow specific principles and procedures for developing their plans, including preliminary research and expert validation [2] - The measures highlight the authority and seriousness of development planning, with SASAC set to monitor execution and impose penalties for deviations from established plans [3] - Future efforts will focus on integrating the new measures with the 14th Five-Year Plan evaluation and the preparation for the 15th Five-Year Plan, aiming to strengthen the planning framework and ensure effective implementation [3]

Group 1 - The A-share market showed a mixed pattern on July 2, with a total of 60 stocks hitting the daily limit up, and the overall success rate of limit-up stocks was 79% [1] - The focus of the market was on several strong-performing stocks, including Zhejiang Dongri in the brain-computer interface sector, which achieved its 7th limit-up in 12 days [1] - The marine economy sector performed notably well, with stocks like Shenwater Haina and Kelaite reaching their limit-up, while the aquaculture sector saw multiple stocks, including Guolian Aquatic and Zhangzidao, also hitting limit-up [1] Group 2 - The photovoltaic equipment sector received a net inflow of 4.491 billion yuan from main funds, ranking first among all industries [2] - Traditional industries such as steel, food and beverage, and energy metals also attracted significant attention from funds [2] - In contrast, the semiconductor sector faced a net outflow of 6.792 billion yuan from main funds, along with other tech sectors like communication equipment and software development experiencing outflow pressure [2]

Core Viewpoint - The China Securities Index for Modern Energy of State-Owned Enterprises has shown mixed performance, with a slight increase recently but a year-to-date decline, reflecting the overall trends in the modern energy sector [1][2]. Group 1: Index Performance - The index closed at 1284.8 points, with a trading volume of 20.648 billion yuan [1]. - Over the past month, the index has increased by 1.23%, and over the last three months, it has risen by 1.36%, while it has decreased by 4.08% year-to-date [1]. Group 2: Index Composition - The index is composed of 50 listed companies involved in green energy, fossil energy, and energy transmission and distribution, reflecting the performance of modern energy theme companies [1]. - The top ten weighted companies in the index include: - Changjiang Electric Power (10.02%) - Guodian NARI Technology (7.44%) - China Nuclear Power (6.4%) - Three Gorges Energy (5.1%) - Aluminum Corporation of China (4.68%) - Guodian Power (3.71%) - China Power Construction (3.49%) - China Shenhua Energy (3.08%) - State Power Investment Corporation (3.01%) - China National Petroleum Corporation (2.97%) [1]. Group 3: Market and Sector Breakdown - The Shanghai Stock Exchange accounts for 81.96% of the index's holdings, while the Shenzhen Stock Exchange represents 18.04% [1]. - In terms of industry distribution, the index's sample shows: - Utilities: 44.88% - Industrials: 22.59% - Energy: 17.31% - Materials: 14.35% - Communication Services: 0.88% [2]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]. - Public funds tracking the index include: - Harvest CSI National New State-Owned Enterprises Modern Energy Link A - Harvest CSI National New State-Owned Enterprises Modern Energy Link C - ICBC CSI National New State-Owned Enterprises Modern Energy ETF - Bosera CSI National New State-Owned Enterprises Modern Energy ETF - Harvest CSI National New State-Owned Enterprises Modern Energy ETF [2].

近期，中国电子科技集团有限公司网站显示，何勇已任中央纪委国家监委驻中国电科纪检监察组组长、 党组成员。此前，何勇任中国电科纪检监察组组长、党组成员。 近期，两则央企人事调整信息，透露出派驻纪检监察改革新动向。 据中国华能集团有限公司官网消息，张钧已任中央纪委国家监委驻中国华能纪检监察组组长、中国华能 党组成员。他曾任中央纪委国家监委驻公安部纪检监察组副组长。中国华能是电力央企之一。此前任中 国华能集团有限公司党组成员、党组纪检组组长的王利民已于去年12月调任中国移动通信集团有限公司 董事、党组副书记。 据"中国一重"微信公众号6月25日消息，李锦来任中央纪委国家监委驻中国一重集团有限公司纪检监察 组组长、党委常委。他之前任辽宁省锦州市委常委、市纪委书记，市监察委员会主任。中国一重集团有 限公司前身为第一重型机器厂，是中央管理的涉及国家安全和国民经济命脉的国有重要骨干企业之一。 此前任职中国第一重型机械集团公司党委常委、纪委书记、监察专员的白晓光去年10月调任中国通用技 术（集团）控股有限责任公司纪检监察组组长、党组成员。 上述人事任免消息意味着"中央纪委国家监委驻中国华能纪检监察组""中央纪委国家监委驻中国一 ...