企业经营质量提升是上市公司分红的根本保障。根据万得数据，截至今年3月31日，A股 上市公司现金储备超18万亿元，这为持续分红提供了坚实基础。值得注意的是，各行业龙头企 业的分红增幅普遍高于行业均值，33家公司分红金额超百亿元，市场正在自发形成"优质企业 —稳定分红—估值提升"的正向循环。 丨 来源：经济日报 2025-07-10 当分红从"可选项"变为"必答题"，也印证着我国资本市场正加快迈向高质量发展新阶段。 国际知名投行高盛在最新报告中预计，到2025年底，中国在岸和离岸上市公司将派发共 计3万亿元股息，派息规模达到历史新高。这将吸引更多全球投资者投资中国，中国上市公司 估值有望水涨船高。 投资者的投资逻辑向"分红驱动"转变。约四成投资者偏好稳定分红、高比例分红的公司， 超八成基金经理表示选股时更关注分红因素。定期多次分红形成"股票工资"效应，降低了短期 交易频率，中小投资者的投资行为在改变。数据显示，中长期资金进一步加仓一年多次分红的 公司，对一年多次分红企业的持仓周期平均高于一年一次分红的公司20天，长期稳健的投资者 交易习惯逐渐形成。 2024年，沪深300股息率最高攀升至3.58%，上市公司股息率 ...

Core Viewpoint - Hohhot Economic and Technological Development Zone is focusing on creating a first-class business environment, fostering an innovative ecosystem, and enhancing its capabilities to achieve high-quality development [1] Group 1: Business Environment Optimization - Hohhot Economic and Technological Development Zone has improved its business environment, allowing companies to enjoy convenient services such as full-process agency and "no-contact approval" [2] - The zone has transformed 3,582 public rental apartments into talent apartments to meet housing needs for employees of local enterprises, with 1,860 units already utilized by companies like Lile, Huayao Optoelectronics, and others [2] Group 2: Project Implementation and Investment - In 2023, the zone plans to implement 81 projects with a total investment of approximately 1.4 billion yuan, focusing on urban planning, transportation optimization, ecological restoration, and infrastructure improvement [3] - From January to May, the zone signed 32 investment agreements with a total investment of 20.98 billion yuan, with funds from outside the region reaching 2.005 billion yuan, a year-on-year increase of 75% [7] Group 3: Innovation Ecosystem Development - Technological innovation is the core driving force for the development of Hohhot Economic and Technological Development Zone, with several companies achieving significant milestones in the past year [4] - The zone has 7 leading technology enterprises and has nurtured 32 high-tech enterprises, with a national-level technology business incubator and innovation center under construction [5] Group 4: Industrial Upgrading and Modernization - The zone is transitioning from single manufacturing to a full value chain model of "R&D + manufacturing + services," exemplified by the establishment of the Intelligent Manufacturing Base for wind power equipment [6] - Hohhot Economic and Technological Development Zone is cultivating the biopharmaceutical industry as a pillar industry, with 22 biopharmaceutical companies, including 7 large-scale enterprises, forming a complete industrial chain [6]

Core Insights - The third China Large Enterprises Innovation and Entrepreneurship Conference focused on "Artificial Intelligence, Technological Innovation, and New Paradigms for Chinese Enterprise Development" [1] - The conference aimed to explore new paths for innovation and high-quality development in the intelligent era [1] Group 1: Conference Themes and Discussions - The conference emphasized the importance of discussing AI-driven management transformation and the reshaping of competitiveness [2] - Keynote speakers included professors from various universities who presented on topics such as AI's impact on entrepreneurship opportunities and deep technology innovation [3][4] - A model for understanding core technology breakthroughs and corporate leadership evolution was proposed, highlighting the significance of technological transitions [3] Group 2: Digital Transformation and Education - The role of digitalization in enhancing competitiveness and business transformation was showcased through practical case studies [3] - Discussions included the need for digital training and platform support to help older entrepreneurs overcome digital barriers [4] - The conference featured forums on various topics, including the impact of AI on social innovation and the transformation of business education in the digital age [4][5] Group 3: Participation and Collaboration - The event was co-hosted by Qingdao University of Technology and Ocean University of China, with over 200 experts and scholars from more than 80 universities attending [5] - The collaboration aimed to foster interdisciplinary cooperation and technological empowerment in cultivating innovative talents [5]

新京报讯据中国农业科学院网站消息，眼下，正值桃子成熟季节，在河南省卫辉市卫城合作社桃 园，"三好五减"优质高效项目基地的桃子饱满圆润，气味香甜。桃"三好五减"优质高效技术集成与示范 推广项目是中国农业科学院中原研究中心联合郑州果树研究所、植物保护研究所共同打造的创新成果。 该项目针对桃产业痛点，优选具有自主知识产权、品质优、抗蚜虫、免套袋的"三好"(好吃、好看、好 种)品种，从源头实现绿色省工栽培。同时集成"五减"技术(减水、减肥、减药、减人、减树)，构建简约 高效的技术体系，推动桃产业从传统粗放式生产向绿色高质高效转型。前来考察的企业及种植户近距离 观察了"中桃金玉""中桃51"等抗蚜、免套袋新品种的生长状况，纷纷感叹科技对产业发展的强大驱动 力。 我国桃栽培面积已超1200万亩，年产1600多万吨。然而，传统桃产业面临严峻挑战，整形修剪、疏果套 袋等环节高度依赖人工，劳动力成本占总成本60%以上，严重制约桃产业升级。卫辉市卫城种植专业合 作社负责人对此深有体会："以前疏果套袋全靠人工，一年到头挣不到几个钱。"如今，他的桃园引入中 国农业科学院郑州果树研究所培育的抗蚜虫免套袋品种"中桃51"，配合3S高光效 ...

FICC日报 | 2025-07-10 中国6月通胀数据分化，政策效果待观察 市场分析 7月将迎来国内的政治局会议。5月国内数据好坏参半，5月投资数据整体走弱，尤其是地产边际压力再增，后续或 将拖累财政收入，及整个地产链条；同时出口也略有承压，5月"抢出口"成色一般，叠加美国5月零售销售走弱， 前期需求透支下，后续外需预计将承压；5月仅有消费表现韧性，第三批消费品以旧换新资金将于7月下。国务院 办公厅印发《关于进一步加大稳就业政策支持力度的通知》，进一步加大稳就业政策支持力度。中国6月制造业PMI 有所回升，但主要依赖部分原材料行业回升带动，国内经济企稳基础仍需夯实。中国6月CPI同比转正，核心CPI 同比上涨0.7%，工业消费品推动CPI的复苏；6月份PPI同比下降3.6%，降幅较上月扩大0.3个百分点，连续4个月呈 扩大态势，主要受国际大宗商品价格波动、部分原材料制造业价格季节性下行及出口行业承压影响。7月以来，中 央财经委、工信部等部门再次强调治理企业低价无序竞争，光伏、锂电池、汽车、钢铁等行业"反内卷"政策预期 升温，部分商品价格回暖。此外，2024年下半年PPI的低基数或将对今年下半年PPI同比读数 ...

Core Viewpoint - Inner Mongolia's market regulatory authority has implemented quality technical support to assist local enterprises, enhancing their operational efficiency and reducing costs through direct engagement and tailored services [1][4]. Group 1: Quality Support Initiatives - The Inner Mongolia Market Regulatory Bureau has established integrated service centers in various cities, acting as a "concierge" for enterprises, facilitating quality support and addressing their needs [1][4]. - A "three-level linkage" mechanism has been introduced, integrating functions from different departments to provide 30 measures aimed at meeting enterprises' quality demands [1][2]. Group 2: Direct Engagement with Enterprises - Over 270 surveys were distributed, and six technical meetings were organized to identify the actual difficulties faced by enterprises, leading to targeted solutions [2]. - Experts from the Inner Mongolia Product Quality Inspection Research Institute provided on-site consultations to improve laboratory capabilities and reduce operational costs for companies like Inner Mongolia Zhengda Hongye Food Co., Ltd [2]. Group 3: Training and Development - Comprehensive training sessions have been conducted, covering various topics such as compliance, safety regulations, and e-commerce strategies, significantly enhancing the quality management levels of participating enterprises [3][4]. - The Inner Mongolia Quality and Standardization Research Institute is guiding standardized construction projects to improve local industry practices, particularly in the rare earth sector [3]. Group 4: Overall Impact - The initiatives by the Inner Mongolia Market Regulatory Bureau have created a robust service system that supports enterprises in achieving high-quality development and overcoming quality bottlenecks [4].

Core Viewpoint - The article highlights the significant advancements in China's patent system over the past 40 years, emphasizing the need for continuous improvement in patent quality and the optimization of patent-related mechanisms to support innovation and economic development [1][2]. Group 1: Patent Quality Improvement Measures - The National Intellectual Property Administration (NIPA) is implementing various measures to enhance patent quality, including adjusting evaluation indicators and promoting a focus on industrialization prospects rather than just quantity [2]. - From January to May this year, NIPA conducted 84,000 priority examinations, 116,000 expedited examinations, and 9,300 delayed examinations, showcasing a commitment to improving examination efficiency [2]. - A total of 109,000 patent applications entered examination through pre-examination channels, marking a 37.5% year-on-year increase [2]. Group 2: Role of Intellectual Property Protection Centers - The 77 national intellectual property protection centers cover 80% of national high-tech industrial development zones, providing "one-stop" protection for 171,000 registered entities [3]. - These centers authorized 75,000 invention patents after pre-examination from January to May this year, demonstrating their effectiveness in supporting high-value patent development [3]. - The centers handled 38,000 rights protection cases with an average resolution time of under two weeks, indicating their efficiency in dispute resolution [3]. Group 3: Regulation and Development of Patent Agency Industry - NIPA is promoting the healthy development of the patent agency industry through policy guidance, market environment optimization, and talent foundation strengthening [4]. - A "14th Five-Year" special plan for high-quality development of the patent agency industry has been initiated to guide the sector towards professionalization and internationalization [4]. - Measures include the issuance of procurement demand standards and the establishment of a multi-level training system to enhance service quality in the patent agency sector [4][5].

Core Viewpoint - The article emphasizes the importance of implementing the strategic directives from the central government regarding the development of the central region, ecological protection of the Yellow River basin, and high-quality development in Henan province, with a focus on modernizing the industrial system and improving people's livelihoods [1][5]. Group 1: Empowering Industrial Transformation and Upgrading - China Cinda's Henan branch focuses on technology innovation in fields such as new materials and advanced manufacturing, supporting specialized enterprises through market-oriented debt-to-equity swaps [2]. - The company has helped listed firms like Huaying Agriculture and Zhongfu Industry reduce debt burdens and has actively participated in the rescue of Kedi Food, ensuring employment for over 15,000 individuals [2]. - A business matching event with the Henan State-owned Assets Supervision and Administration Commission is planned for April 2025 to enhance the financial services for state-owned enterprises [2]. Group 2: Assisting in Risk Mitigation in Key Areas - Since its establishment, China Cinda's Henan branch has invested over 50 billion yuan in acquiring non-performing loans from local banks, aiding in the resolution of risks associated with projects like the Wandaxin Expressway [3]. - The company has contributed to the restructuring of local small banks, acquiring non-performing loans worth 6.167 billion yuan [3]. - The branch has played a crucial role in the "guarantee housing" initiative, facilitating the delivery of 3,319 housing units in the Zhengzhou Tilu project [3]. Group 3: Promoting New Industrial Development - The company supports the transformation of traditional energy enterprises in Henan, providing over 20 billion yuan in funding to major energy groups since 2015 [4]. - It has utilized debt-to-equity swaps to assist the largest lithium hexafluorophosphate producer in expanding production and reducing debt ratios [4]. - The Henan branch is also involved in enhancing the cultural tourism industry, aiding in the bankruptcy restructuring of Luoyang Tourism Group to improve asset operation efficiency [4]. Group 4: Commitment to Strategic Directives - China Cinda's Henan branch is committed to deeply learning and implementing the important speeches of General Secretary Xi Jinping, focusing on the strategic deployment for the central region's rise and ecological protection [5][6]. - The company aims to serve the real economy and promote the development of industries such as cultural tourism, manufacturing, and high-tech sectors in Henan [6].

2025年1月28日，钱塘区百余名留杭产业工人共迎新年。 初夏时节，万物并秀。 钱塘区河庄街道江东村，鹭鸟从绿油油的田间轻轻掠过，江风裹挟着泥土的气息扑面而来，美得如 同一幅流动的水墨画。 前不久，20余位摄影名家来到这里，开启"令人向往的村庄——2025人文乡村摄影马拉松"江东村站 创作之旅。 20年前，原江建村和新东村合并为江东村时，传统习俗几乎被遗忘，村民文化生活单调枯燥乏味。 如今，在本土文化和外来文化的共同滋润下，江东村经历了从"文化荒地"到"人文新村"的发展巨变，并 入选省级人文乡村建设名单，成为年轻人周末打卡的热门地。 习近平总书记强调，要坚持以人民为中心，着眼满足人民群众多样化、多层次、多方面的精神文化 需求，提升文化服务和文化产品供给能力，增强人民群众文化获得感、幸福感。 就在今年4月，钱塘区召开"潮钱塘·向未来"文化高质量发展大会，发布了《勇立潮头 勇担使命 奋 力打造创新文化钱塘样板的实施方案》，明确提出将钱塘区建设成为思想铸魂先锋区、文化创新活力区 等"5个区"的目标任务；重点开展深化实施习近平新时代中国特色社会主义思想研究传播工程、传承拓 展钱塘历史文脉等7项重点工作；力推"文化+科 ...

Core Viewpoint - The article discusses the comprehensive reform measures in Hangzhou's civil affairs sector, focusing on a three-year action plan for elderly care and a "123456" framework aimed at high-quality development in civil affairs, with the goal of establishing Hangzhou as a benchmark city for modernized and happy living in China [1][2]. Group 1: Development Goals and Framework - Hangzhou's civil affairs system aims to achieve the goal of becoming a benchmark city for modernized happiness over the next five years, anchored by "two persistences": "party leadership" and "common prosperity" [1]. - The "123456" framework includes four systems: policy and institutional improvement, service guarantee, supervision and management, and social participation, alongside enhancing five capabilities: elderly care, social assistance, social welfare, social affairs, and social governance [1]. Group 2: Specific Initiatives - In the "Elderly Care" leading area, Hangzhou plans to accelerate the establishment of a three-tier elderly care service network, aiming for a mature "happiness at the doorstep" elderly care model by the end of 2030 [1]. - The "Weak Support" leading area will expand social assistance coverage and improve service mechanisms, focusing on a dynamic monitoring and support system for low-income populations [2]. - The "Warm Love" leading area will promote the transformation of social welfare institutions and enhance welfare policies for children and disabled individuals, aiming for a sustainable development model in children's welfare [2]. Group 3: Integration and Innovation - Hangzhou will enhance the integration, standardization, and intelligence of basic social services, including achieving full coverage of marriage registration agencies and promoting public welfare in funeral services [2]. - The "Industry Empowerment" leading area will focus on diversifying the elderly care sector and promoting the integration of marriage and industry, tapping into the potential of the "sweet economy" [3]. - The "Good Governance" leading area will strengthen charity trust reforms and develop community and strategic charity initiatives, aiming for a vibrant and orderly social organization development system [3].