Core Viewpoint - The human resources service industry is taking collective action to enhance self-regulation and create a fair and trustworthy market environment, particularly during the peak job recruitment season, to protect the rights of both job seekers and employers [1][2]. Group 1: Industry Initiatives - Multiple associations and organizations, including the Beijing Human Resources Service Industry Association and BOSS Zhipin, have issued a joint initiative to standardize recruitment market practices and combat "black intermediaries" [1][2]. - The initiative emphasizes the importance of legal operation and maintaining industry credibility, urging human resources service companies to comply with relevant laws and regulations [1][2]. Group 2: Service Quality and Market Integrity - Companies are encouraged to publish authentic and lawful job postings, avoiding discriminatory conditions and ensuring fair recruitment practices [2]. - The initiative calls for the establishment of a shared blacklist for non-compliant organizations, promoting transparency and accountability within the industry [2]. Group 3: Self-Regulation and Social Responsibility - The industry is urged to adopt self-regulatory measures, including internal audits and risk control systems, to uphold the rights of job seekers [2]. - Human resources service organizations are reminded of their role in facilitating employment and are encouraged to provide public employment services and engage in integrity recruitment campaigns [2].

Group 1 - The A-share photovoltaic sector experienced a significant surge on July 2, with nine stocks hitting the daily limit, including Shuangliang Energy, Yijing Photovoltaic, and others, while Daqo New Energy rose over 15% [1] - The surge in stock prices is primarily attributed to the recent signals from the central government regarding the regulation of disorderly competition in the industry, particularly in the silicon material and photovoltaic auxiliary materials segments [1][2] - The Central Financial Committee emphasized the need to address low-price disorderly competition and promote the exit of backward production capacity, which has led to increased market expectations for substantial policy measures [2][3] Group 2 - The analysis team from CMB International noted that the central government's heightened attention to the challenges faced by the photovoltaic industry indicates a commitment to resolving these issues, suggesting that targeted policies may soon be introduced [3] - Reports indicate that leading photovoltaic glass manufacturers plan to collectively reduce production by 30% starting in July, which is expected to lower the output to approximately 45 GW [3] - The price of polysilicon has shown a slight increase, with the average transaction price for N-type polysilicon rising to 34,700-38,000 CNY per ton, reflecting improved market expectations due to government measures [5] Group 3 - The photovoltaic industry is currently in a deep integration phase, with less competitive production capacity expected to gradually exit the market, leading to an optimized production structure and improved supply-demand dynamics [6] - Companies are exploring various strategies to break through the current downturn, including new technologies, products, and leveraging overseas channels, although results will require time to validate [6]

新能源及有色金属日报 | 2025-07-02 工业硅回落，多晶硅需关注政策扰动 工业硅： 市场分析 2025-07-01，工业硅期货价格下跌，主力合约2509开于8000元/吨，最后收于7765元/吨，较前一日结算变化（-350） 元/吨，变化（-4.31）%。截止收盘，2505主力合约持仓361076手，2025-07-02仓单总数为52137手，较前一日变化 -336手。 供应端：工业硅现货价格小幅上涨。据SMM数据，昨日华东通氧553#硅在8400-8600（50）元/吨；421#硅在8600-9000 （0）元/吨，新疆通氧553价格7900-8100（100）元/吨，99硅价格在7900-8100（100）元/吨。新疆、西北地区部分 硅价也上涨。昆明、天津地区个别硅价下调。黄埔港、四川、上海地区硅价暂稳。97硅价格同样上涨。。 消费端：据SMM统计，有机硅DMC报价10300-10600（0）元/吨。SMM报道，当前国内单体企业开工仍在继续小 幅提高，截至当前，国内开工达到70％左右，预计7月国内DMC排产仍将小幅提高1万吨左右，对工业硅消耗量增 多。 策略 上周盘面反弹较多，主要受西北头部大厂减 ...

Morning session notice 更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2025 年 7 月 2 日星期三 研究员： 吴志桥 从业资格：F3085283 交易咨询资格：Z0019267 联系方式：15000295386 | 板块 | 品种 | 多（空） | 推荐理由 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 【行情复盘】 | 周二尿素主力合约 | 2509 | 期价上涨 | 6 | 元至 | 1721 | 元/吨，华中主流地区尿素现货价格稳 | | | | | 定在 | 1780 | 元/吨，多头持仓增加 | 12489 | 手至 | 17.79 | 万手，空头持仓增加 | 11313 | 手至 | 19.43 | 万手。 | | 【重要资讯】 | 1、供应方面，尿素行业日产 | 19.86 | 万吨，较上一工作日减少 | 0.12 | 万吨，较去年同 | | | | | | | 期增加 | 2.91 | 万吨；开 ...

今年 5 月 23 日，比亚迪为旗下王朝网、海洋网共 22 款车型推出限时 "补贴价" 或 "一口价"。其中一 款车型直降超 5 万元，降幅相当于原售价的三分之一。跟随者照旧迅速跟进，一周内包括吉利、奇 瑞、零跑等超 70 款车型降价。 文 丨 曾兴 编辑 丨 龚方毅 再访汽车流通协会名誉会长沈进军：不反对价格战，它甚至提供了一个建立行业显规则的契机。 特斯拉中国官宣 Model 3 焕新版、Model Y 降价，随即，比亚迪以一张 "电比油低" 的海报参战，其 最畅销的车型之一秦 PLUS 新增荣耀版车型，起售价降至 7.98 万元。五菱、长安、哪吒等多家自主品 牌车企跟进降价，承压的合资品牌加入，价格战正式打响。 这是价格战贯穿始终的 2024 年。一年后，似曾相识的场景出现。 买方市场里的消费者选择多且对价格高度敏感，任何头部企业率先降价，都可能引发全行业的连锁降 价。据中汽协数据，今年前五个月，中国汽车产销分别完成 1282.6 万辆和 1274.8 万辆，分别同比增 长 12.7% 和 10.9%。但行业盈利水平持续下滑，利润换市场份额成了企业共识。 中国汽车工业协会、工信部先后发声，称国内汽车行业 ...

Core Viewpoint - The event "2025 Futures Assist Green Finance Development" aims to enhance the quality of services in the futures market and promote high-quality development in the sector through investor education and regulatory measures [1]. Group 1: Investor Education - The Guangzhou Futures Exchange emphasizes the importance of investor education to prevent illegal securities and futures activities, enhancing investors' awareness and understanding of risks associated with financial investments [3]. - Various educational products have been developed, including videos, Q&A comics, and trading manuals, to improve investors' knowledge and promote correct trading concepts [3]. - The exchange has actively participated in the China International Financial Trading Expo to showcase the achievements of the futures market and educate traders [3]. Group 2: Regulatory Measures - The Guangzhou Futures Exchange is committed to strengthening self-regulatory measures and collaborating with financial regulatory bodies to combat illegal activities in the market [4]. - Since 2025, the exchange has issued warnings to four individuals involved in two violations and has referred one case of suspected illegal trading to the China Securities Regulatory Commission [3]. - The exchange continues to enhance daily trading monitoring and improve regulatory measures for high-frequency trading to ensure market integrity [3].

Core Viewpoint - The implementation of the "Self-Regulatory Agreement for Automotive Consumer Finance Business in Beijing" aims to lower financing costs for consumers and stimulate the automotive consumption market, aligning with national policies to promote consumption [1][2]. Group 1: Financial Services and Consumer Impact - The banking sector in Beijing is actively responding to the self-regulatory agreement by reducing interest rates on personal auto loans and credit card installment products, thereby alleviating the financial burden on consumers [1][2]. - This initiative is expected to enhance consumer confidence and purchasing experience by providing transparent financial services and addressing concerns about predatory lending practices [1][2]. Group 2: Industry Direction and Future Outlook - The self-regulatory action signifies a shift from price competition to service and efficiency competition within the automotive consumer finance sector, promoting a healthier market environment [1][2]. - Banks are adjusting their pricing strategies and improving risk management and operational efficiency to pass on cost savings to consumers, reinforcing the industry's commitment to serving the real economy and enhancing consumer welfare [2].

受资金情绪影响，工业硅多晶硅盘面小幅反弹 工业硅： 市场分析 新能源及有色金属日报 | 2025-06-25 2025-06-24，工业硅期货价格偏弱震荡，主力合约2509开于7380元/吨，最后收于7485元/吨，较前一日结算变化（80） 元/吨，变化（1.08）%。截止收盘，2509主力合约持仓293427手，2025-06-25仓单总数为53570手，较前一日变化 -614手。 供应端：工业硅现货价格持稳。据SMM数据，昨日华东通氧553#硅在8000-8300（0）元/吨；421#硅在8400-9000 （0）元/吨，新疆通氧553价格7500-7700（0）元/吨，99硅价格在7500-7700（0）元/吨，现货价格持稳。 消费端：据SMM统计，有机硅DMC报价10200-10600（0）元/吨。2025年5月，中国有机硅初级形态的聚硅氧烷出 口量在4.66万吨，环比减少2.10%，同比减少4.51％；2025年1-5月有机硅初级形态的聚硅氧烷累计出口量为22.89 万吨，同比增加5.73％。 策略 工业硅仓单持续减少，显性库存也有所降低，但总库存或仍呈累库格局。近期盘面震荡运行，近几日协会组织会 ...

消息面，中国光伏行业协会本周召开的会议主题，仍是关于"限产保价"。光伏三季度将迎来更大力 度减产，预计开工比例将环比降低10%-15%左右。 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化 而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投资建议，也不构成对基金 业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相匹配的产品。基金有风险，投资需谨 慎。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 受利好催化，光伏50ETF（159864）涨近2%。 东兴证券表示，光伏抢装带动25年一季度业绩回暖，但全行业仍处于亏损阶段，产能出清仍在进行 时。在此背景下，行业自律与技术创新成为破局关键。一方面，头部企业或将牵头建立产能规划协调机 制，通过签订自律公约避免恶性竞争，引导资源合理配置；另一方面，新型电池技术 ...

Group 1: Wind Power Market Growth - The stock price of Yunda Co. increased by 20%, leading the wind power sector, driven by a significant rise in newly approved wind power projects and installation capacity in 2023 [1] - In the first five months of 2023, newly approved wind power projects in 25 provinces totaled 68.4 GW, a year-on-year increase of 72% [2] - The expected new installed capacity for wind power in 2024 is projected to be between 105 GW and 115 GW, with a growth rate of approximately 40% compared to 2023 [12] Group 2: Price Recovery and Industry Self-Regulation - The average bidding price for wind turbines has increased by over 5 percentage points compared to the average price in 2024, indicating a recovery in pricing [2][4] - A self-regulation agreement was signed by 12 wind turbine manufacturers to maintain fair competition, which has contributed to the price recovery since late 2022 [3] - The weighted average bidding price for onshore wind turbines rose from 1286.2 RMB/kW in September 2024 to 1613.5 RMB/kW in April 2025, stabilizing above 1600 RMB/kW for three consecutive months [3] Group 3: International Market Opportunities - The domestic offshore and overseas wind turbine markets are expected to experience significant growth, with leading manufacturers poised for accelerated growth [6] - Companies like Goldwind and Electric Wind Power are actively expanding into international markets, with Goldwind reporting a 26.1% year-on-year increase in overseas orders [6] - Emerging markets in regions such as Southeast Asia and Africa present substantial opportunities for Chinese wind power companies, with expectations that overseas revenue could exceed 50% of total income [7] Group 4: Future Projections and Policy Impact - The "136 Document" issued by the National Development and Reform Commission and the National Energy Administration is expected to influence the pricing and development of renewable energy projects, including wind power [11] - The wind power sector is anticipated to see an increase in its share of renewable energy investments, with a significant rise in new installations expected in 2025 [12] - The focus on offshore wind power is expected to intensify, with over 300 GW of planned offshore wind capacity, primarily in deep-sea areas, indicating a shift in development strategy [8][9]