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海关总署:中国6月天然气进口1054.5万吨,5月为1010.6万吨。
news flash· 2025-07-14 03:21
海关总署:中国6月天然气进口1054.5万吨,5月为1010.6万吨。 ...
44℃!河南将迎历史级高温!上一次还是乾隆年间
Qi Lu Wan Bao· 2025-07-14 03:05
7月13日中午,许多河南朋友点开手机天气软件时,目光可能都被一个数字牢牢吸引——15日,省会郑 州的预报气温赫然显示着:44℃。就连夜间的最低气温也可能高达33℃,暑热将贯穿一整天。 | 07/11 | 07/12 | 07/13 | 07/14 | 07/15 | 07/16 | 07/17 | | --- | --- | --- | --- | --- | --- | --- | | 周五 | 周六 | 周日 | 周一 | 周二 | 周三 | 周四 | | - ()- | -0- | -9- | 0 | C | | -10- | | 闘 | 晴 | 晴 | 明 | 多云 | 多云 | 闘 | | 东北风 | 东北风 | 西风 | 南风 | 西南风 | 东北风 | 东北风 | | 微风 | 456 1521 | 1561579 | 456-1575 | 作风 | ASSIST | 15/15/1 | | 35℃ | 36℃ | 39℃ | 40℃ | 44℃ | 41℃ | 40℃ | | 26℃ | 27℃ | 28°C | 31℃ | 33℃ | 30℃C | 28℃ | | -0- | 19- | - ...
国元证券晨会纪要-20250714
Guoyuan Securities2· 2025-07-14 01:45
2025 年 7 月 14 日星期一 【实时热点】 【美国债市】 告 资料来源:BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪(香港)整理 请务必阅读免责条款 1 证 券 研 究 报 美国本财年关税收入首破千亿大关单月同比暴增 301% 特朗普称对墨西哥和欧盟征收 30%关税 美参议院军事委员会批准对乌提供 5 亿美元援助 欧盟委员会主席冯德莱恩:将把对美国关税的反制措施暂停 期延长至 8 月初 加拿大推迟对美国铝、美国钢铁加征报复性关税的计划 我国天然铀生产新突破 "国铀一号"成功生产下线"第一桶铀" "十五五"期间我国汽车出口规模或达峰值 一线城市新房市场活跃度不断提升 美团即时零售订单量再创新高 马斯克旗下 xAI 拟新一轮融资 目标估值飙升至 2000 亿美元 2 年期美债收益率涨 1.5 个基点报 3.885% 5 年期美债收益率涨 3.68 个基点报 3.969% 10 年期美债收益率涨 6.15 个基点报 4.409% 【经济数据】 | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) | | --- | --- | --- | --- ...
7月USDA报告中性偏空,短期连粕震荡运行
news flash· 2025-07-14 00:53
金十期货7月14日讯,7月USDA报告中性偏空,美豆震荡走低;国内5-7月大豆供应充足,油厂开机升 至同期高位,豆粕现货供应整体宽松,而当前下游补库减弱,现货维持震荡;中长期来看,美豆种植面 积减幅确定,后续市场将聚焦天气炒作情况,且中美关税将继续发酵,暂时观望。 (正信期货) 7月USDA报告中性偏空,短期连粕震荡运行 ...
我国高温将达近期鼎盛 南方降雨减少减弱 东北华北需防雷雨
Yang Shi Xin Wen· 2025-07-14 00:43
昨天,我国高温范围较广,华北、黄淮、西北地区东部、江汉和四川盆地等地高温连成一片,陕西局地 最高气温接近40℃。 今天,我国高温还会继续增多、增强,中央气象台今晨继续发布高温黄色预警,预计,新疆吐鲁番盆地 和南疆盆地及北疆沿天山一带、内蒙古西部、宁夏中北部、陕西中南部、山西西南部、河北中南部和东 北部、北京中南部、天津大部、山东中西部、河南、安徽大部、江苏南部、浙江大部、湖北、湖南中北 部、江西北部、贵州东部、四川盆地、重庆等地有35℃以上高温天气,其中,新疆吐鲁番盆地、河北南 部、山东西部、河南大部、山西西南部、陕西关中、湖北北部和西部、重庆大部、四川东部、湖南北部 等地部分地区最高气温37~39℃,陕西关中、河南中部、新疆吐鲁番盆地等地局地可达40℃以上。 大城市中,郑州、西安未来6天高温都将全勤,其中郑州今明天都可能达到40℃或以上,明天最高气温 或达42℃,挑战当地最高气温纪录(43℃,1966年7月19日)。 白天酷热,夜晚也很闷热,本周黄淮等多地最低气温可接近或达到30℃,同期少见。像郑州未来6天最 低气温基本维持在28至30℃,炎热昼夜不歇。 未来三天(7月14日至16日),我国高温继续增多、增 ...
我国高温将达近期鼎盛 南方降雨减少减弱
news flash· 2025-07-14 00:41
未来三天(7月14日至16日),我国高温继续增多、增强,明后两天高温将达近期鼎盛,势力范围从华 北直抵华南,河南等局地或打破同期最高温纪录,需注意防暑。同时,南方降雨继续减少、减弱,北方 的东北、华北等地多阵雨或雷雨天气。 ...
普天科技20250611
2025-07-14 00:36
Summary of Puhua Technology Conference Call Industry and Company Overview - **Company**: Puhua Technology - **Industry**: Satellite Internet and Space Computing Key Points and Arguments 1. **Strategic Partnerships**: Puhua Technology is actively collaborating with China Star Network and Yingxin to cover satellite construction, system integration, terminals, and ground testing services, aiming to seize opportunities in integrated air-space development and explore business upgrades from 5G to 6G [2][3] 2. **Research and Development**: The company has established a joint R&D center with Hanxuan Guanglian and Yixin to enhance laser and microwave composite technologies, focusing on high-speed transmission between satellites and ground, and exploring market-oriented allocation of space resources [2][5] 3. **Low Earth Orbit Satellite Applications**: Puhua Technology is concentrating on low Earth orbit satellite applications, providing emergency communication and dedicated narrowband solutions, and has launched 12 satellites with ongoing technological iterations [2][7] 4. **Terminal Technology Development**: The company has developed a prototype terminal that directly connects to satellites and is conducting validation tests to meet future customized business needs [2][8] 5. **PCB Board Demand Growth**: There is a significant increase in orders for special PCB boards driven by military and aerospace demand, with expectations for continued growth over the next five years [2][9] 6. **Public Network Communication Business**: The company is optimizing its public network communication business layout, collaborating with China Mobile to expand into 5G and vehicle networking sectors, benefiting from overseas 5G construction [4][11] 7. **Data Governance Initiatives**: Puhua Technology is developing a data governance platform and services, having successfully implemented solutions in market regulatory agencies and actively engaging with national data authorities [4][15] 8. **Emergency Communication Sector**: The company has made significant strides in the emergency sector, focusing on consulting, emergency communication products, and safety supervision platform construction [4][13] 9. **International Business Growth**: The rapid growth in international business revenue is attributed to expanded partnerships and the early stages of local digitalization and 5G network construction [4][12] 10. **Future Opportunities**: The company sees significant development opportunities in satellite internet and space computing, driven by emerging technologies that will enhance its market influence [4][18] Additional Important Content - **Technological Integration**: Puhua Technology is integrating laser and microwave communication technologies to improve transmission rates and stability while reducing equipment weight [6] - **Focus on National Trends**: The company is aligning its strategies with national trends in integrated air-space development and is exploring future operational models in the space sector [3][6] - **Investment and Capital Operations**: The company plans to expand in the information communication field and smart manufacturing, emphasizing the role of the listed company platform in capital operations [4][17]
公益助力星空梦:“益起看星空”行动为青少年打开宇宙视窗
Hua Xia Shi Bao· 2025-07-13 23:59
"天文科普更像一个播种的过程,可以激发孩子们的想象力、求知欲和探索欲。在探索天文领域时,对 天文的好奇会引导他们学习光学、物理学、生物学等,或许这一切的始源就是多看了一眼天空中的星 星。"中国科学院国家天文台特别研究助理刘孜铭在接受《华夏时报》记者采访时说道。 天文学文理兼修、有历史文化有未来科技、有理论知识有前沿技术,是一个"母学科"。科学素养培养对 天文学的发展、科技强国等有着重大意义。《全民科学素质行动规划纲要(2021—2025年)》明确提 出,培育一大批具备科学家潜质的青少年群体,为加快建设科技强国夯实人才基础。建立科学、多元的 发现和培育机制,对有科学家潜质的青少年进行个性化培养。 然而,我国部分地区的小学还面临着科学课师资力量缺乏、天文科普资源稀缺、天文课基础教具缺乏等 现实困境。 为帮助科学资源不均衡地区学生解决缺少科普资源和科学专家资源等问题,近日,由中国人口福利基金 会发起,伊利集团资助的"益"起看星空——天文公益科普行动在内蒙古呼和浩特市举行。活动联动呼和 浩特市教育局、北京宇观未来文化发展有限公司向当地15所科普资源不均衡的学校捐赠6000套"天文探 索盒"教具包。活动现场,来自北京市 ...
今年涨价最猛的水果,快吃不起了
36氪· 2025-07-13 23:52
Core Viewpoint - The significant price increase of lemons in China is attributed to various factors including climate conditions, supply chain vulnerabilities, and global market dynamics [4][10][22]. Group 1: Price Trends - The price of yellow lemons has surged dramatically, with retail prices reaching 10 to 15 yuan per pound, and premium A-grade lemons priced at 29.9 yuan per pound [4][12]. - Compared to last year, the price of lemons has increased threefold, with wholesale prices rising from 9.5 yuan per kilogram at the beginning of the year to 14.02 yuan per kilogram by the end of June [7][10][20]. Group 2: Supply Chain and Production Issues - The primary production area for lemons in China is concentrated in regions south of the Yangtze River, particularly in Sichuan's Anyue County, which accounts for over 70% of the national lemon output [13][15]. - Extreme weather conditions, including high temperatures and drought, have significantly impacted lemon production, leading to a 40% decrease in yield compared to last year [15][21]. - Global lemon supply has also been affected, with major producing countries like Turkey and Argentina facing adverse weather, resulting in a projected 6% reduction in global lemon production by 2025 [20]. Group 3: Impact on Beverage Industry - The rising cost of lemons raises concerns about potential price increases for lemon-based beverages, which are crucial for many tea brands [5][24]. - Major tea brands like Mixue Ice City have established stable supply chains to mitigate the impact of rising lemon prices, securing a significant portion of their lemon supply from local producers [27][30]. - Many tea brands are currently using lower-cost alternatives like Guangdong fragrant lemons, which are priced at 1 to 2 yuan per pound, to maintain competitive pricing [29][30].