专注航空发动机及燃气轮机高温合金，国际化拓展迈入收获期。公司高温合金业务包括铸造高温合金和 变形高温合金，下游领域应用广泛，包括航空航天、燃气轮机、能源电力、油气石化、船舶、汽车等行 业。 风险提示：原材料及产品价格波动；贸易环境；政策波动风险等。 航空航天和燃机领域是主要增长引擎，24 年收入分别同比增长14.89%、47.48%。公司国际化战略成效 显著，分地区看，或受益全球航发及燃气轮机市场增长，境外地区24 年实现收入2.62 亿元，同比大幅 增长128.69%。目前，公司已与罗罗、赛峰、霍尼韦尔、柯林斯宇航、贝克休斯建立合作，持续导入新 客户与新牌号，奠定增长基础。 在欧美防务产能挤占等背景下，国内企业有望凭借产能及现货交期优势切入全球供应链。（2）受益全 球民机及燃机老龄化维修需求。高温合金主要用在热端部件，全球民航机龄老龄化、燃机轮机机龄增加 下带动飞机售后、尤其是发动机热端零件维修市场的发展。（3）重视公司产品海外份额提升斜率的比 较优势。公司产品所处环节实行供应商准入及审核机制，交期及价格优势有望促公司海外产品份额快速 提升，同时长期协议确立中期供应商格局及稳定性。（4）国际业务迈入收获期。 ...

Core Viewpoint - The article discusses the impact of extreme heat on travel preferences in China, highlighting a shift towards cooler destinations as a new necessity for summer travel [20][21]. Group 1: Travel Trends - There is a significant increase in hotel bookings and ticket sales in cooler regions like Jilin Province, with hotel reservations up by 35%, car rentals by 96%, and ticket sales by 122% compared to last year [22]. - Popular destinations have shifted from traditional summer spots like Sanya and Xiamen to cooler areas such as Changbai Mountain and Yanji, indicating a change in consumer behavior driven by the need for comfort [23][24]. - The demand for cooler travel experiences has led to a surge in prices for accommodations in these regions, with some prices reaching as high as 3,054 yuan per night [30][32]. Group 2: Industry Response - The hospitality industry is adapting to the heat by promoting night tourism, with many museums and attractions extending their hours to attract visitors during cooler evenings [46][49]. - Indoor attractions, such as theme parks and science museums, have become popular as they provide a refuge from the heat, with operators focusing on customer comfort over immediate profit [54][55]. - Marketing strategies have shifted to emphasize the coolness of destinations, with slogans highlighting low temperatures as a key selling point [57]. Group 3: Broader Implications - The article notes that extreme heat is not just a seasonal issue but a growing trend that will affect travel planning and industry strategies in the long term [60][61]. - The changing climate is prompting a reevaluation of travel policies and practices, as families seek to avoid the heat while still enjoying vacations [58][59].

Core Insights - The extreme high temperatures in summer 2025 are reshaping consumer behavior, leading to a slowdown in the overall growth of the men's clothing market, particularly in mid-to-high-end categories, which are facing inventory pressures. However, the "high-temperature economy" has created new opportunities in the functional clothing segment, particularly for men's cooling technology apparel [1] Product Breakthrough - Jiumuwang, a representative brand of domestic men's clothing, has successfully launched the "air-conditioned pants," which sold over 60,000 units within two months at a price of 799 yuan, generating retail sales of over 35 million yuan. This product has significantly increased the revenue from members under 35 years old by 190%, demonstrating a new path for men's clothing brands to navigate the challenges of a rationalized consumer market [1][2] - The "air-conditioned pants" utilize advanced cooling technology inspired by racing suits, featuring a 2:1 cotton-nylon blend that creates a cooling airflow, along with UPF50+ sun protection. This innovative product addresses the summer demand for comfort while maintaining a stylish appearance, establishing a differentiated barrier in the market [2] Marketing Strategy - Jiumuwang has implemented a "precise conversion" marketing strategy that effectively penetrates mainstream consumer segments. By targeting high-growth circles such as technology, automotive, and travel, the brand has collaborated with over 70 KOLs to create a comprehensive content matrix that enhances product visibility and drives sales [4] - The brand leveraged the influence of celebrities during the May Day shopping period, utilizing a combination of online and offline marketing strategies to maximize exposure and conversion rates. This approach has successfully linked traffic generation to sales conversion [5] Market Validation - The marketing efforts have resulted in the "air-conditioned pants" becoming the fastest-selling men's pants in Jiumuwang's history, surpassing 35 million yuan in retail sales. Additionally, the revenue from members under 35 years old has increased by 20% year-on-year, validating the effectiveness of the targeted marketing strategy [6] Value Proposition - The success of the "air-conditioned pants" is attributed to Jiumuwang's product philosophy, which emphasizes genuine consumer needs, technological innovation, and effective market penetration. This approach combines marketing tactics with foresight in product development, creating a sustainable growth path for the brand [8] - Jiumuwang's continuous innovation and commitment to quality over 36 years have positioned the brand to enhance its value and industry influence, providing a valuable reference for other apparel companies seeking high-quality growth through predictive innovation in a saturated market [9]

智通财经7月10日电，未来三天（7月10日至12日），受今年第4号台风"丹娜丝"减弱后的残余涡旋影 响，江南南部、华南等地强降雨天气持续，福建、广东等局地雨势猛烈，需注意防范强降雨可能引发的 次生灾害。随着"丹娜丝"深入内陆，长江以南地区的高温将会减少，而长江以北地区受副热带高压影 响，高温闷热天气发展，山东、河南等多地闷热全天待机，需注意防暑。 "丹娜丝"携强降雨继续影响南方 北方闷热"上线" ...

高温天气作业时，企业应提醒职工务必做好个人防护，作业期间建议穿着宽松、透气的 工作服，佩戴遮阳帽、防护眼镜等防晒装备，避免皮肤直接暴晒。注意科学补水，少量多次 饮用淡盐水或含电解质饮品，切忌一次性大量饮用冰水。建议随身携带防暑药品，学习掌握 基本的中暑急救知识，发现工友不适时及时施救并呼叫医护人员。始终将自身安全放在首 位，切勿因赶工期而忽视自身防护。 全市各建筑施工企业主要负责人要切实履行第一责任人职责，制定防暑降温工作方案和 高温中暑应急预案，严格落实高温天气作业规定，科学调整作业时间，严禁违规强令职工冒 险作业。对因高温作业引发的安全事故，有关部门将依法依规追究相关责任人的责任。 编辑：宗夏 全市各建筑施工企业须根据地市级以上气象主管部门发布的实时气温数据，灵活安排作 业时段，避免高温时段长时间作业。当日最高气温达到40℃以上时，停止当日所有露天作 业。当日最高气温达37℃以上、40℃以下时，企业全天安排劳动者室外露天作业时间累计不 得超过6小时，连续作业时间不得超过国家规定，且在气温最高时段3小时内不得安排室外露 天作业；日最高气温在35℃以上、37℃以下时，企业应当采取换班轮休等方式，缩短劳动者 连 ...

以下文章来源于旅界 ，作者theodore熙少 旅界 . 跟踪时代浪潮，讲述文旅商业好故事。 本文来自微信公众号： 旅界 （ID：tourismzonenews） ，作者：theodore熙少，题图来自：AI生成 一 最后，他们一家人提着行李箱，坐上了飞往云南大理的航班。 周日下午，北京36度。 我窝在空调房里刷朋友圈，心里暗暗庆幸没有出门。 刷着刷着，就看到一条朋友圈定位，原本跟我说这周末要去南京看展的朋友小婉，定位却显示在长白 山。 我发消息："你怎么去吉林了？" 她回了五个字："去活命啊，兄弟。" 小婉还不是个例。 我另一个北京某互联网大厂做产品经理的朋友林林，之前一直在纠结是带孩子去新疆吐鲁番摘葡萄， 还是去敦煌看壁画。 原因也很简单，新疆、甘肃动辄接近40度，而大理常年二十来度，"舒服到不想走"，带孩子去农场 撒欢也挺好。 当然，不是所有人都运气好到能随时更改目的地。 这周末，人在青岛的阿勇就悔不当初，他原本以为山东的海边多少凉快点，结果在沙滩上暴晒一天， 晚上回酒店直接开始敷芦荟胶。 "早知道这么热，何必拐弯抹角，不如直接去三亚。"他是这么和我抱怨的。 而在旅界所搭建的文旅行业交流社群里，这几天更 ...

Core Viewpoint - The article discusses the increasing risks associated with high temperatures in China, emphasizing the importance of insurance coverage to mitigate health and property risks during extreme heat events [1]. Group 1: Health Risks and Insurance - High temperatures can lead to serious health issues such as heatstroke, particularly affecting vulnerable groups like outdoor workers, the elderly, children, and pregnant women [3]. - Recommended insurance for white-collar workers includes medical insurance covering outpatient expenses related to heatstroke, and accident insurance with medical coverage for unexpected situations [3]. - For outdoor workers, employers are advised to purchase employer liability insurance or group accident insurance to transfer the risks associated with high-temperature work environments [3]. Group 2: Property Risks and Insurance - High temperatures can increase the risk of fires and other accidents, making homeowners' insurance essential to cover potential losses from fire, explosion, and damage to property [4]. - Vehicle insurance has been updated to include coverage for self-ignition incidents due to high temperatures, particularly for new energy vehicles [4]. - Agricultural insurance, such as weather index insurance, can help mitigate risks of crop loss due to extreme heat by providing automatic payouts based on temperature thresholds [4]. Group 3: Market Gaps and Prevention - There is a lack of dedicated insurance products specifically for heatstroke, with most coverage relying on traditional medical, critical illness, and life insurance [5]. - Prevention measures, such as avoiding heat exposure and staying hydrated, are emphasized as more effective than relying solely on insurance for post-incident compensation [5].

棉花(纱)产业日报 2025-07-09 平且暂无波动。棉花处于去库存状态，且新疆部分地区有高温天气，棉花遭遇高温热害风险较高，这些因 素支持价格偏强波动，只是去库存进程缓慢，拖累价格节奏，故而整体以震荡略偏强走势为主，持续关注 免责声明 天气和宏观因素。 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 郑棉主力合约收盘价(日,元/吨) | 13830 | 45 棉纱主力合约收盘价(日,元/吨) | 19985 | 20 | | | 棉花期货前20名净持仓(手) | -20573 | 3092 棉纱期货前20名净持仓(手) | -14 | 58 | | | ...

7月9日，记者从济南市气象局获悉，受副热带高压控制，自7月3日起，济南市已连续 6天出现了高温天气。 济南市气象台发布重要天气预报，预计，7月中旬大范围高温仍将持续，15-18日局部地区将出现43℃极值高温，或破1951年以来历史纪 录，表现出了一定的极端性。 本轮高温热浪昼夜温差小、体感闷热 3-8日大范围高温热浪刷新历史记录受副热带高压影响， 7月3-8日济南市出现持续性高温热浪天气。本轮高温范围大， 空气湿度大， 体感 闷热。 3-5日全市自动气象观测站日最高气温普遍超过37℃，最高41.3℃（出现在4日历城幸福柳小学及 5 日章丘龙山）。其中，5日全市最 高气温 37.0 以上的站点数量最多，达179个，占全市84%。 本轮高温具有日最高气温和日最低气温均偏高的特点， 3-5 日夜间全市多个站点日最低气温超过30℃，最高33.2℃（出现在 5日早晨天桥热 电公司）。其中，3-4日市区龟山国家气象观测站日最低气温分别为31.0℃和31.4℃，连续两天刷新历史同期（7月上旬）日最低气温高值记 录。 高温热浪天气成因 此次高温天气主要是受副热带高压北抬影响，今年副热带高压的北抬较往年偏早偏强。副热带高压控制 ...

Group 1 - The recent high-temperature weather in Henan has been severe, with temperatures exceeding 37°C across most of the province, and some areas reaching as high as 43°C [1] - The primary cause of this heatwave is the prolonged control of the western Pacific subtropical high, leading to strong solar radiation and minimal cloud cover [1] - Rainfall began on August 8, providing some relief from the heat, but high temperatures are expected to return starting August 12 as the subtropical high re-establishes itself [2] Group 2 - The current humid and hot weather in northern China is linked to the northward movement of the western Pacific subtropical high, which is expected to persist for some time [3] - Although recent rainfall in regions like Hebei and Tianjin has temporarily reduced humidity, the ongoing influence of warm and moist air from the southwest will replenish moisture levels quickly [3] - High humidity combined with high temperatures can impair the body's ability to regulate temperature, increasing the risk of heat-related illnesses, particularly for vulnerable populations [3]