Group 1 - The core message of Xi Jinping's speech during his visit to Henan emphasizes the importance of accelerating modernization efforts, serving as a guiding principle for development in Luoyang [1] - Luoyang aims to seize significant opportunities presented by the new technological revolution and industrial transformation, focusing on technology innovation to lead industrial upgrades and enhance high-tech enterprises [1] - The city plans to actively integrate into the national unified market, improving resource integration and collaboration, thereby enhancing its development potential [1] Group 2 - Luoyang recognizes the importance of high-quality development, which emphasizes innovation capability, cultural value, and ecological quality, presenting new opportunities for economic growth [2] - The city intends to leverage its strengths by focusing on innovation platform construction, talent cultivation, and capital operation to enhance its technological innovation capabilities [2] - Efforts will also be made to protect historical and cultural heritage while developing a world-class cultural tourism city, alongside promoting green transformation for sustainable development [2]

FICC日报 | 2025-06-26 金融科技板块活跃，指数继续走高 市场分析 金融促消费政策出台。国内方面，国务院副总理何立峰在河北调研时指出，要加快构建全国统一大市场，积极扩 大内需提振消费，加快构建房地产发展新模式。持续推动高端装备制造、智能光伏、清洁能源、新材料等企业创 新发展，并综合整治内卷式竞争。海外方面，第二场听证会上，鲍威尔重申，美联储并不急于行动，高关税带来 很大的不确定性，因此需要观望，同时提到了可能推动降息的一些因素。 指数继续走高。现货市场，A股三大指数延续反弹，上证指数涨1.04%收于3455.97点，创业板指涨3.11%。行业方 面，板块指数涨多跌少，非银金融、国防军工、计算机、电力设备行业涨幅居前，仅煤炭、石油石化、交通运输 行业收跌。当日沪深两市成交金额继续上升至1.6万亿元。国泰君安国际获香港证监会批准，将现有证券交易牌照 升级为可提供虚拟资产交易服务并提供意见，带动金融科技板块上涨。海外市场，美国三大股指收盘涨跌不一， 道指跌0.25%，标普500指数持平，纳指涨0.31%，录得三连涨。 期指增仓。期货市场，基差方面，期指基差快速修复，尤其是IC、IM收窄幅度较大。成交持 ...

宏源期货煤焦日报 | | | | | | | | | | | | 2025/6/26 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 焦炭盘面 | | | | | 焦煤盘面 | | | | 基美 | | | | 昨日 | | 前日 | 涨跌 | | 昨日 | ■日 | 涨跌 | | 昨日 | ■日 | 涨跌 | | 12601 | 1428.0 | 566ET | 28.5 | JM2601 | 847.5 | 827.5 | 20.0 | J01基差 | -174.4 | -145.9 | -585- | | J2605 | 1458.5 | 1418.0 | 40.5 | JM2605 | 872.5 | 8558 | 200 | 105基差 | -204.9 | -164.4 | -40.5 | | 12509 | 1387.5 | 1351.5 | 098 | 80952WIE | 804.5 | 784.0 | 20.5 | 100 查会 | -133.9 | -97.9 | -36.0 | ...

盘前要闻 1、AI之后英伟达最大机遇！黄仁勋力捧机器人技术，英伟达股价历史新高 类型：公司 情绪影响：正面 在英伟达年度股东大会上，黄仁勋表示，继人工智能之后，机器人技术是英伟达另一大具有增长潜力的 市场，他重申计算机行业大规模的AI基础设施升级才刚刚开始；隔夜英伟达股价高开高走，最终收涨 4.33%，创下历史新高。 2、何立峰：加快构建全国统一大市场，积极扩大内需提振消费 类型：宏观 情绪影响：正面 国务院副总理何立峰23日至24日在河北调研时指出，要加快构建全国统一大市场，积极扩大内需提振消 费，加快构建房地产发展新模式，因地制宜发展新质生产力，更好推动经济高质量发展。 3、深圳：稳步放宽或取消跨境交付、境外消费等模式下服务贸易限制措施 类型：宏观 情绪影响：正面 美联储主席鲍威尔重申不急于降息，强调高关税带来很大的不确定性，指出美国经济很强劲，在不确定 形势下有理由缓慢行动；不过鲍威尔告诉议员，未来的贸易协议可能会允许美联储考虑降息。 投资日历 国家发改委6月份新闻发布会 投资锦囊 投资锦囊：价值投资策略应该只应用于长期心态，你当前的生活方式不应过分依赖于股市的表现。 深圳印发促进服务消费高质量发展的若 ...

近日，深圳市商务局印发了《深圳市关于促进服务消费高质量发展的若干措施》。其中提出，深化服务业扩大对外开放。支持生物技术和外商独资医院等医 疗领域扩大开放试点。稳步放宽或取消跨境交付、境外消费和自然人移动等模式下服务贸易限制措施。持续深化电信、教育、养老、医疗、健康等服务业放 宽市场准入。积极参创国家服务贸易创新发展示范区。（新华财经） 国泰海通集团下属公司国泰君安国际控股有限公司正式获香港证监会批准，将现有证券交易牌照升级为可提供虚拟资产交易服务，以及在提供虚拟资产交易 服务的基础上提供意见。此次牌照升级后，客户将可在国泰君安国际平台直接交易加密货币（如比特币、以太币等）、稳定币（如泰达币等）等虚拟资产。 25日当天国泰君安国际涨198.39%，成交超163亿港元。（新华财经） 李强：期待各国企业为中国市场提供更多优质产品和服务中国将一如既往欢迎各国企业来华投资兴业 人民银行6月25日开展3000亿元MLF操作连续4个月加量续作 6月中期流动性净投放总额已达3180亿元 特朗普：会在三四个人之内选出下一任美联储主席美国与伊朗下周将举行会谈并可能签署一项协议 国务院总理李强6月25日下午在天津出席2025年夏季 ...

Economic Outlook - The mid-year performance is expected to show slight improvement, but challenges remain due to geopolitical disturbances and high year-on-year comparison pressures [1] - There is potential for domestic consumption to grow, but investors are more focused on the details of implementation [1] - The liquidity environment is expected to remain moderately loose, making significant index adjustments unlikely [1] Stock Market Performance - The U.S. stock market showed mixed results, with the Dow Jones down 0.25% and the Nasdaq up 0.31%, marking a three-day winning streak for the Nasdaq [4] - Nvidia's stock rose by 4.3%, reaching a market capitalization of $3.75 trillion, with a target price increase from Loop Capital to $250 [4] - Tesla's stock fell by 3.8%, with a reported 28% year-on-year decline in new car sales in Europe for May [4] Company Announcements - Changchuan Technology expects a net profit increase of 67.54% to 95.46% year-on-year for the first half of 2025, driven by strong demand in the integrated circuit industry [7] - ST Huamei's controlling shareholder will change to the Jilin Provincial State-owned Assets Supervision and Administration Commission, with stock resuming trading on June 26, 2025 [8][9] - Nord Shares clarified that revenue from its copper foil business related to solid-state batteries is less than 1% of total revenue, indicating limited impact on overall performance [10] Industry Developments - The Shenzhen Municipal Bureau of Commerce released measures to promote high-quality service consumption, aiming to stimulate domestic demand and support the construction of an international consumption center [5] - Chengdu introduced 14 policies to support the development of the low-altitude economy, including subsidies for commercial operations [6] - Xiangtan Electric announced collaboration with solid-state battery companies for research and development, although it is still in the testing phase and has not yet generated revenue [11]

加快建设全国统一大市场 全国政协常委曹卫星（代表民盟中央） 面对国内外形势新变化，我国积极构建多元化市场，在深化与各方合作的同时，通过纵深推进全国统一 大市场建设，不断增强自身发展的韧性。如何发挥好经济体制改革的牵引作用，推动有效市场和有为政 府更好结合，强化竞争政策基础地位，建设高效规范、公平竞争、充分开放的全国统一大市场尤为关 键。为此，建议： 强化公平竞争审查刚性约束，打通制约经济循环堵点。着力纠治限制企业迁移、歧视性对待外地企业等 突出问题，全面清理资质认定等各种显性隐性进入壁垒，破除地方保护。增强制度衔接，将公平竞争审 查制度同约谈、行政垄断执法等结合起来，形成合力破除体制机制障碍。 加强竞争执法和合规引导，用好超大规模市场优势。一体推进法治监管、信用监管和智慧监管，增强监 管穿透力，通过有力监管破除统一市场建设的桎梏。加强对企业的竞争合规宣导和培训，鼓励企业通过 自主创新获取市场优势。 完善要素市场化体系建设，扩大统一大市场影响力。优化技术和数据要素市场配置机制，推动区域或行 业技术交易平台互联互通，健全数据资源产权、交易流通、跨境传输和安全等基础制度和标准规范。破 除各种政策壁垒，促进国内市场和 ...

再看一间铺子。上海定兴路6号，卖蛋饼的店铺外，不同肤色和国籍的人在排队。签证便利，食客云 集，小巷小店里富含"国际浓度"。人们品尝美食、品味中国，余味悠长。 空箱子映照大制造、大市场，小蛋饼散发烟火气、好味道。这从一个侧面展现了中国的开放与活力，以 内在发展的高质量，吸引外部融入的大流量。 统筹内与外，是观察发展的重要视角，也是推动发展的重要方法。内有活力，外有引力，让有利于发展 的要素为我所用，方能拓展出成长的大空间。 辩证地看，不同地域、领域的发展阶段、特点不尽相同，相互间存在差别也属正常。把"外部"的积极因 素，吸纳到自身发展之中，就能够打开发展的新维度，"内外有别"也会变为"内外一体"。 内外兼顾，向好发展，先要研判趋势、抓住机遇，在明确优势与短板中找准定位。这既要看自己有什 么，又要看区域有什么，更要看发展大势是什么。 当网购成常态，不做零售又不从事运输的企业，如何融入大潮、抢抓大机遇？背靠长三角"包邮区"的安 徽南陵县，瞄准市场空白，打造智能物流装备产业，仅物流分拣设备的国内市场占有率就超过35%。南 陵物流智能装备产业的"从无到有"，秘诀就在于"走开放的道路，跨出自己的小天地"。 "我"与"你" ...

20世纪90年代，原产于河南新郑的灰枣，被引种至新疆，和它一起入疆的还有河南的技术、人才、企 业。"中国红枣看新疆"，如今灰枣已成为全国产量最高的红枣品种。 构建全国统一大市场，是以习近平同志为核心的党中央着眼构建新发展格局、推动高质量发展作出的重 大决策。作为新中国期货市场的发源地，河南始终将期货市场的功能和优势，与全国统一大市场"高效 规范、公平竞争、充分开放"的建设目标高度契合。多年来，河南积极发挥本土产业优势，并借助郑商 所的市场优势，积极融入服务全国统一大市场。 河南是我国花生产业大省，多年来花生种植面积和产量均居全国首位，同时也是高油酸花生育种试点最 早、取得成效最大、种植面积最广的省份，是高油酸花生育种和种植的领先地区。截至2023年年底，河 南省已登记高油酸花生品种122个，高油酸花生种植面积超过500万亩，不仅为花生期货交割提供了有力 支持，还为高油酸花生的全国推广应用作出了积极贡献，有效推动了花生产业的转型升级和提质增效。 "花生期货上市前，我国花生种植品类繁多，品质参差不齐。"开封粮食产业集团有限公司董事长扶伟对 期货日报记者说，花生期货上市后，推动花生产业出现质量标准统一、贸易定价模式 ...

Group 1 - The Chinese government aims to accelerate the construction of a unified national market, expand domestic demand to boost consumption, and develop a new model for real estate development to promote high-quality economic growth [1] - China will lead the establishment of the world's first international standard system for quantum network security protocols in the data communication field [2] - The China Chamber of Commerce for Import and Export of Machinery and Electronic Products predicts that China's automobile export scale is expected to reach 7 million units this year, with a forecast of 10 million units by 2030 [3] Group 2 - Guotai Junan International announced an upgrade of its existing Type 1 (securities trading) license to provide virtual asset trading services through a comprehensive account arrangement on a licensed platform [4] - Longpan Technology, which has seen two consecutive trading limit increases, is involved in the development of solid-state battery ternary precursors, currently in the R&D trial phase [5] - The Great Fund II has reduced its holdings in Sitaiwei by 2.612 million shares, while Anlu Technology's shareholding ratio has decreased to 5.94% [5] - Xiangtan Chemical, which has seen five consecutive trading limit increases, is collaborating with several solid-state battery companies for R&D, but has not yet generated operating income [5] - Nord Shares, with seven consecutive trading limit increases, reports that revenue from its copper foil business applied in the solid-state battery field accounts for less than 1% of total operating income [5] - The company Zhina Compass states that its operational situation is normal and there are no significant undisclosed matters [5]