6月6日，上海夜生活节正式启幕。市商务委等部门在"上海之夏"国际消费季期间，推出了首批137个主 题特色夏夜活动以及"公交+消费""游船+消费"等特色场景和纯线上活动。可以非散点化落实在16个区的 活动总计125个。 澎湃研究所研究员按持续时间，从夜购、夜食、夜秀、夜娱、夜游、夜动、夜读七个维度比较分析，发 现一些区的特殊做法值得推广，也存在一些普遍性问题。3位不同领域的专家还给出了建议。 活动数量：宝山最多且最多元化 | 总计 | 崇明 | 金山 | 临港 | 松江 | 奉贤 | 青浦 | 嘉定 | 闵行 | 宝山 | 杨浦 | 虹口 | 普陀 | 长宁 | 徐汇 | 静安 | 黄浦 | 浦东 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | | | | | | 8+市级2 | | 4+市级2 | | | 总数 | | 各区活动数量比较 | | 125 ...

Core Viewpoint - The press conference highlighted the progress and future plans for China's manufacturing innovation centers and pilot testing platforms, emphasizing their role in bridging technology innovation and market application [1][4]. Group 1: Manufacturing Innovation Centers - As of June 30, China has established 33 national-level manufacturing innovation centers and 241 pilot testing platforms [1]. - The focus is on six key areas: raw materials, equipment manufacturing, consumer goods, information technology, emerging industries, and common technologies [1][4]. Group 2: Policy and Standards - The government has introduced policies such as the "Implementation Opinions on the Innovation and Development of Manufacturing Pilot Testing" and guidelines for building pilot testing platforms [4]. - A standardization committee has been formed to develop a standard system for pilot testing platforms [4]. Group 3: Future Goals - The goal is to cultivate more than five national-level manufacturing pilot testing platforms by the end of the year [4]. - The strategy includes enhancing regional characteristics, improving service capabilities, and accelerating the transformation of technological achievements into industrial applications [5]. Group 4: Equipment Manufacturing Sector - In the first half of the year, the equipment manufacturing sector accounted for 35.5% of the total industrial added value, indicating a stable growth trend [7]. - Key achievements include the certification of the AG600 amphibious aircraft and significant growth in the automotive sector, with production and sales of 15.62 million and 15.65 million vehicles, respectively, marking year-on-year increases of 12.5% and 11.4% [7][8]. Group 5: Future Actions - Upcoming actions include implementing a new round of growth stabilization initiatives across various sectors, including machinery and automotive [8]. - There will also be a focus on digital transformation and green development in the manufacturing industry [8].

7月16日至17日，国务院国资委举办中央企业负责人研讨班，总结上半年工作，明确下半年重点任务。 1月至6月，中央企业实现增加值5.2万亿元，利润总额1.4万亿元，完成固定资产投资2万亿元，在稳经济中勇挑 大梁；研发经费投入4139.8亿元，研发投入强度达2.26%，与去年同期基本持平；发售电量、原油产量、航空 运输周转量、集装箱吞吐量同比均稳步提升。 会议要求，下半年，国资央企要锚定全年目标持续发力，把发展新质生产力摆在更加突出的战略位置，高质量 完成深化提升行动。 上半年国资央企经济运行总体平稳 今年以来，外部环境更趋复杂严峻，我国经济保持了稳中有进的运行态势。 数据显示，1月至6月，中央企业实现增加值5.2万亿元；年化全员劳动生产率为81.6万元/人，同比增长2.3%； 研发经费投入为4139.8亿元；完成固定资产投资2万亿元，完成战略性新兴产业投资保持在较高水平。相关指 标也体现了稳中有进的特征。 会议指出，下半年，国资央企既要正视困难压力，也要保持战略定力，聚焦抓好稳健经营、优化投资结构、保 障国家安全、促进协同发展等四方面工作发力，以央企高质量发展助推经济持续向好。 把发展新质生产力摆在更加突出的战 ...

IMF第一副总裁戈皮纳特表示，在下行风险继续成为主导，不确定性仍然高企的背景下，各国政策制定 者应将重点放在解决贸易紧张局势和实施宏观经济政策上，以解决潜在的国内失衡问题。这包括恢复财 政空间，确保债务处于可持续水平。为了维持价格和金融稳定，货币政策必须根据各国的具体情况仔细 调整，并进行明确和一致的沟通。央行的独立性必须得到保护。结构改革对于提高生产力、支持创造就 业和利用新技术，从而促进中期增长和抵消人口结构的变化仍然至关重要。 ...

会议要求各地应落实"安全为先"的发展理念，要坚持管得住才能放得开，抓紧建立安全监管体制机制， 厘清安全监管职责边界，不断强化低空安全治理能力。 南都讯 记者程姝雯 热度高涨的低空经济，被定调需"安全健康发展"。据新华社7月18日消息，近日，国 家发展改革委召开专题会议，研究更好统筹发展和安全，因地制宜健康有序推动低空经济高质量发展。 此次会议，由国家发展改革委党组成员、副主任李春临主持，中央和国家机关有关部门和相关地方作重 点发言。 南都记者关注到，此次专题会议，为低空经济发展划出底线和红线： 会议重申了"因地制宜发展新质生产力"是原则要求，明确提出应从当地客观实际出发推动低空新产业 （300832）、新模式、新场景、新动能发展，不能盲目跟风。 这也是国家发改委今年第三次就低空经济发展的公开部署和表态。今年上半年，国家发改委曾召开低空 经济发展专题会议，明确要坚持"全国一盘棋"，统筹好发展和安全、政府和市场、当前和长远等方面关 系，谋划编制好低空经济发展"十五五"相关规划，全面筑牢安全底线，营造良好发展环境，因地制宜推 动低空经济安全健康发展。 而在今年五一个别地方低空文旅项目出现安全事故后，国家发改委在5月 ...

Economic Overview - Guangdong's GDP for the first half of 2025 reached 68,725.40 billion yuan, with a year-on-year growth of 4.2% [1] - The primary industry added value was 2,258.86 billion yuan, growing by 4.2%; the secondary industry added value was 25,978.86 billion yuan, growing by 3.4%; and the tertiary industry added value was 40,487.69 billion yuan, growing by 4.6% [1] Industrial Performance - The industrial added value for large-scale industries in Guangdong increased by 4.0% year-on-year, with June's growth at 5.3% [2] - Manufacturing saw a growth of 4.5%, while the mining industry decreased by 0.3% [2] - High-tech manufacturing and advanced manufacturing increased by 6.0% and 5.9%, respectively [7] Service Sector - The service sector's added value grew by 4.6%, with transportation and financial services growing by 6.6% and 7.0%, respectively [2][11] - The retail sales of consumer goods increased by 3.5%, with goods retail growing by 3.6% and catering revenue growing by 2.7% [2] Resident Income - The per capita disposable income in Guangdong was 28,343 yuan, with a nominal growth of 4.5% and a real growth of 4.9% after adjusting for price factors [2][24] - Urban residents had a per capita disposable income of 33,918 yuan, while rural residents had 14,624 yuan, with growth rates of 4.0% and 5.7%, respectively [2][25] Foreign Trade - Guangdong's foreign trade maintained positive growth for eight consecutive quarters, contributing 28% to national foreign trade growth [32] - Exports of high-tech products increased by 13.3%, with total exports reaching 5,054.3 billion yuan [30][33] - Imports grew by 9.5% to 16,600 billion yuan, significantly outpacing other major foreign trade provinces [33] Trade Structure Optimization - General trade accounted for 59.2% of total foreign trade, while bonded logistics and processing trade accounted for 20.1% and 19.7%, respectively [34] - The proportion of bonded trade surpassed that of processing trade, indicating a shift towards longer industrial chains and higher domestic value [34] Market Diversification - Guangdong's trade with ASEAN increased by 5.9%, while trade with the EU and Japan also saw significant growth [35] - The province is actively expanding into emerging markets to mitigate external risks [34][35] Innovation and Technology - Companies in Guangdong are increasingly focusing on high-tech products, with significant growth in exports of drones and AI-related technologies [38][39] - The province's manufacturing capabilities are supported by a robust industrial base, with a significant share of global production in various sectors [40]

南方财经记者郑康喜郭莎广州报道 7月18日，广东省统计局发布2025年上半年经济数据。 上半年，广东地区生产总值68725.40亿元，同比增长4.2%。这一增速比上年同期和全年分别高出0.3个、0.7个百分点。 上半年，全国GDP同比增长5.3%。作为经济第一大省的广东，4.2%的增速说明了什么？广东省统计局分析，上半年广东经济延续回升向好态势，运行总体 平稳、稳步有升。但外部不稳定不确定性因素较多，仍存有效需求偏弱、部分企业经营困难等挑战。 从关键细分指标着眼，或许更能管窥上半年广东经济的真实面貌和未来趋势。例如，消费是广东经济增长的压舱石；支柱产业发挥稳定支撑，电子、电气、 汽车三大行业增速均超过7%；机器人、无人机、新能源汽车等高技术产品产量均保持两位数增速。 从这些关键数据不难看出，上半年广东经济呈现出边际改善、动能焕新和韧性支撑的三大信号。而从这些特征和趋势看，"半年稳"将有力支撑广东经济实 现"全年好"。 分析人士认为，在日益复杂多变的外部环境下，广东打头阵、挑大梁，实现高质量发展的底气和韧性仍在。 边际改善：积极因素积累增多 经济增长本质上是无数边际改善的累积结果。 沿着这一视角观察广东上半年经 ...

在流量时代，线上的关注流量与线下的到访流量属于"一体两面"，交织构成外界认知城市活力的"传感 器"——前者带来城市"名片"的能见度，后者带来城市价值的转化率。因此，把握和扩大流量成为当下 城市推动经济发展的关键抓手之一。7月14日至18日这一周，正可见长三角竞逐流量资源又起"风云"。 · 7与15日，上海市委宣传部、市委网信办推出《上海市关于支持互联网优质内容创作的若干举措》，明 确九条扶持政策，简称为"沪九条"。 解读：支持推动互联网优质内容创作，已成为培育文化新质生产力、提升城市软实力的必要战略布 局。"沪九条"旨在打造互联网内容创作"梦工厂"，以完善的创新生态孵育更多头部创作者，正是上海讲 好中国（上海）故事、塑造城市形象的新"利器"。 "沪九条"提出，要支持黄浦区、杨浦区建设在全球范围具有影响力、引领力的互联网优质内容创作集聚 区。黄浦区可以发挥小红书总部效应以及金融科技产业优势，利用中央科创区、外滩第二立面等空间资 源，重点吸引金融、科技、时尚类互联网优质内容创作主体入驻，同时可发挥区内人力资源、法务、财 税等方面的专业服务业优势。杨浦区则拥有B站总部，"在线新经济"入选上海首批"市区协同"千亿元产 ...

1. Report Industry Investment Rating - Bullish on Chinese equity assets and commodities [31] 2. Core Viewpoints of the Report - Global economic outlook is positive, with the global economy continuing to rise [7] - China's efforts to strengthen the domestic economic cycle and combat cut - throat competition are expected to boost the performance of listed companies and commodity prices [7][33][34] - The Fed is likely to start cutting interest rates in September, which is bullish for silver [13][36] - Anti - cut - throat competition is negative for China's long - duration government bonds [37] 3. Summary by Related Catalogs Global Economic Outlook - China's social retail sales are 1.6 times that of the US in terms of actual purchasing power. The US retail and food sales in June reached $720.1 billion, a month - on - month increase of 0.6%, indicating strong consumer demand [7][8] - The US Markit manufacturing PMI in June was 52.0, continuing to expand. China's June PMI production index continued to expand, and the new order index resumed expansion [7] - Market expects the Fed to cut interest rates in September and accelerate rate cuts in 2026. The US core CPI in June increased by 2.9% year - on - year and 0.3% month - on - month. The PPI final demand in June increased by 2.4% year - on - year and 0% month - on - month [7][13][15] - The number of job openings in the US in May was 7.76 million, showing an upward trend. The number of hires in May was the second - highest this year, indicating a tightening labor market [17] - The hourly wage of US non - agricultural enterprises in June was $36.24, with a year - on - year growth rate of 3.9% [20] - The US wholesalers' inventory in May increased by 1.4% year - on - year, and manufacturers' inventory increased by 0.9% year - on - year, in an active inventory replenishment state [23] - The Eurozone has cut interest rates 8 times, and Germany is expanding its military by 30%, which is expected to boost the Eurozone's manufacturing [7][25] - India's manufacturing PMI in June continued to expand, and its manufacturing and service industries have been expanding for more than three years [27] - Japan's ruling party may lose the election, and the yield of Japan's 40 - year government bonds hit a new high [29] Asset Allocation - China's Shanghai Composite Index has stabilized above 3500 points, and off - market funds are accelerating into the market. Growth - style indexes are more aggressive [32] - Global financial institutional investors are moving away from the US, and the re - allocation of global financial assets is favorable for Chinese assets [32] - Anti - cut - throat competition in China is expected to increase the performance of listed companies [33][41] - Anti - cut - throat competition is expected to drive the Wenhua Commodity Index into a trending upward market [34][50] - Photovoltaic and new energy vehicles are the focus of the current anti - cut - throat competition, and polysilicon, industrial silicon, and lithium carbonate are favored [35][53][56] - The Fed is likely to start cutting interest rates in September, and silver is favored [36][59] - Anti - cut - throat competition pushes up commodity prices, which is negative for China's long - duration government bonds [37][62] - For the CSI 1000 and CSI 500 index contracts 2509 and 2512, a strategy of earning both index increase and premium spread can be continued [44]

精彩观点多元碰 撞！佛山这场盛 会有预制菜行 业"硬核干货"_ 南方+_南方plus 7月18日下 午，"预制菜 +"主题分享、全 省预制菜产业园 交流活动（下 称"活动"）在佛 山潭洲国际会展 中心举办，作为 第三届中国国际 （佛山）预制菜 产业大会的活 动，内容丰富多 彩，院士领衔主 题分享，专家大 咖畅谈发展，园 区代表同台竞 技，精彩观点多 元碰撞，集全产 业链智慧共商预 制菜产业高质量 发展。 "预制菜+"主题分享、全省预制菜产业园交流活动现场 有亮点 院士领衔主题分 享 中国工程院院士金征宇 活动现场，院士 分享成为活动一 大焦点。中国工 程院院士金征宇 以《新形势下中 国预制菜产业发 展机遇与挑战》 为题发表主旨演 讲，立足食品科 学前沿，深度解 析技术创新对预 制菜品质升级与 安全保障的核心 作用，为现场嘉 宾呈现了一场融 合学术深度与产 业实践的精彩分 享。 肉质不"柴"，肉 质颜色如新切。 广州南沙预制菜进出口贸易协会会长肖盛龙 借助保鲜技术的 不断完善，预制 菜出海之路变得 通畅。广州南沙 预制菜进出口贸 易协会会长肖盛 龙在活动上作主 题演讲，他提到 包装与标识陷 阱、物流与仓储 暗坑 ...