德国联邦经济和能源部认为，中国间接收购OGE的举动"非常敏感"。德国政府消息人士向《商报》透 露，在德国经济和能源部部长赖歇的领导下，该部官员已对此案启动"深入投资审查程序"，将全面评估 该交易是否可能危害德国公共秩序及安全。 同济大学德国研究中心主任、教授郑春荣14日对《环球时报》记者表示，德国近年对中国的总体基调 是"去风险"，做法是把基础设施（尤其是能源基础设施）全部划入"关键基础设施"范畴。一旦中国企业 参股其中，德方就担心中国可能借此对其关键基础设施施加影响或控制，这种顾虑由来已久。新总理默 茨上台后，这一基调并未改变，还提出"战略性去风险"，计划为更具战略敏感性的行业设置更高门槛， 甚至提出在联邦议院设立专门委员会，对涉华每一笔交易进行深度审查。 郑春荣表示，由于德方已将基础设施"安全化"，凡涉华项目都被先入为主地视为潜在风险，审查势必层 层加码。如今这种草木皆兵的心态已不再局限于敏感领域，连普通科研合作和人文交流也被纳入审查范 围，"泛安全化"趋势日益明显。这种态势反映出德方对中国信任基础下滑，对双方深化经贸与投资合作 显然不利。 今年5月，中共中央政治局委员、外交部长王毅应约同德国新任外长瓦德 ...

也要看到，国际环境复杂性、严峻性、不确定性持续上升，我国产业链供应链稳定性仍需面对外部环境 急剧变化带来的挑战。复杂严峻形势下，转型发展尤需强调稳中求进、以进促稳，先立后破、谋定而 动，既善于运用发展成果夯实安全基础，又善于塑造有利于经济社会发展的安全环境，实现高质量发展 和高水平安全的良性互动。 转型发展，涉及能源结构、工业结构、生产生活方式等多领域，转型过程中难免遇到来自技术、生态、 产业链、供应链、社会运行等多方面的风险。这就意味着，安全不是单一方面、单个领域的安全，也不 是某个时段、某一要素的安全，而是整体安全；牢牢守住安全稳定底线，不只是经济要求，更是对经济 社会发展全方位的总要求。从强化民生保障服务到切实维护生态安全，从强化安全生产到做好防灾减灾 救灾工作，一系列科学部署，正是在运用系统观念构建起立体高效的安全防护体系，力争把风险化解在 源头。 当前，我国经济正处于转变发展方式、优化经济结构、转换增长动力的关键时期，尤需明晰发展的边界 与路径。习近平总书记近日在山西考察时强调，"统筹好发展和安全""转型发展必须牢牢守住安全稳定 底线"。在全国第一个全省域、全方位、系统性的国家资源型经济转型综合配套 ...

Core Insights - Schneider Electric has been ranked first in Gartner's "Top 25 Global Supply Chains" for three consecutive years, showcasing its strong comprehensive capabilities in supply chain management [1] - The company has initiated a three-year Impact Supply Chain Program aimed at fostering innovation, building a sustainable supply chain, and enhancing operational performance [1] - The transformation of supply chains from a support system to a strategic frontline is emphasized, particularly in the context of China's role as a stabilizer and innovator in the global supply chain [1] Group 1: Supply Chain Evolution - The traditional supply chain model focused on efficiency is being reshaped due to global challenges such as the pandemic and geopolitical conflicts, highlighting the need for resilience and agility [2] - The increasing urgency for green transformation in supply chains is underscored by regulations like the EU's carbon tax and disclosure mechanisms, making sustainability a necessity rather than an option [2] - The new supply chain paradigm requires a balance of efficiency, resilience, and sustainability, driven by innovation across technology, management, and ecological dimensions [2][3] Group 2: Technological and Management Innovations - Technological innovation, particularly through AI and digitalization, is crucial for enhancing supply chain efficiency and resilience, enabling real-time monitoring and risk management [3][7] - Management changes, including regionalized strategic layouts and employee empowerment, are essential for improving supply chain resilience and sustainability [3][7] - Schneider Electric's commitment to sustainability is reflected in its goal to achieve net-zero carbon across its value chain by 2050, alongside initiatives to help suppliers reduce carbon emissions [7][8] Group 3: Ecological Collaboration - The complexity of global supply chains necessitates ecological collaboration, where companies can share experiences and strategies to enhance management and reduce carbon emissions collectively [4][5] - Schneider Electric's approach includes building a supplier data connection platform that has significantly reduced defect rates and waste in production processes [8] - The company aims to cultivate a digitally skilled workforce, with over 90% of employees expected to master digital skills by the end of 2025, facilitating supply chain upgrades [8] Group 4: China's Role in Global Supply Chains - China's industrial transformation is becoming a key driver for global supply chain upgrades, with an emphasis on efficiency, resilience, and openness [9] - Schneider Electric seeks to leverage its global experience and resources to integrate Chinese supply chains into high-end global supply chain segments, enhancing value creation [9]

欧盟外交与安全政策高级代表卡拉斯：我们看到一些积极迹象，更多的卡车和物资正运抵加沙。 ...

Summary of Key Points Core Viewpoint The company is adjusting its fundraising investment projects due to changes in market conditions and strategic focus, leading to the completion, suspension, and repurposing of certain projects to enhance efficiency and align with core business objectives [4][10][25]. Group 1: Fundraising Overview - The company raised a total of approximately RMB 3.99 billion through a private placement of 285,603,151 shares, with a net amount of approximately RMB 3.98 billion after deducting issuance costs [1][2]. - As of June 30, 2025, the total amount invested from the raised funds is approximately RMB 158.67 million, representing a usage progress of 39.91% [2][3]. Group 2: Changes in Investment Projects - The company plans to adjust its investment projects to improve efficiency and reduce risks, with six sub-projects completed and reaching operational status, while others will not be implemented [4][10]. - The total amount involved in the adjustments is approximately RMB 271.41 million, accounting for 68.27% of the total raised funds [7][10]. Group 3: Specific Project Adjustments - The "Autonomous Security Integrated Machine Design Simulation Laboratory" and "Special Computer R&D Center" projects are being concluded, while the "AI Server Power Supply R&D Project" will be initiated with a budget of RMB 51 million [6][10][11]. - The "New Energy Vehicle Three Electric Control and Charging Pile Product R&D Project" is being terminated, and funds will be redirected to support core business areas [15][16]. Group 4: Future Investment Directions - The company is focusing on the "Long Wall Power AI Server Power Supply R&D Project," which aims to enhance capabilities in high-power server power supply solutions, with an estimated investment of RMB 20 million over three years [19][20]. - The "Nanhai Undersea Scientific Observation Network Project" is also being initiated, with a total investment of RMB 28 million, primarily funded through raised funds [22][23]. Group 5: Strategic Focus and Market Position - The company is aligning its investments with the strategic direction set by the State-owned Assets Supervision and Administration Commission, focusing on core competencies in autonomous security computing and high-tech electronics [8][9]. - The adjustments reflect a response to the evolving market landscape, including intensified competition and shifts in customer demand, ensuring that the company remains competitive and efficient [9][10].

叙国防部门同一天发表声明，证实上述冲突和死伤人数。声明说，国防部门已与内政部门协 调，向受冲突影响地区派遣部队，为平民提供安全通道，并将尽快化解冲突。 此外，据总部设在英国的"叙利亚人权观察组织"消息，冲突发生在当地德鲁兹社区与贝都因 部落之间，已造成至少37人死亡、约50人受伤，死伤者中包括儿童。 近期叙南部通往首都大马士革的主要公路沿线上绑架和武装袭击事件频发。此次武装冲突是 因一名德鲁兹青年稍早前在当地一检查站附近遭到贝都因部落人员"袭击和抢劫"而起。作为 报复，德鲁兹武装人员"扣留"了数名贝都因部落人员。双方冲突随后升级，并从苏韦达省东 部穆卡瓦斯地区，蔓延至苏韦达省西部和北部地区。 叙利亚去年12月政局剧变，安全局势至今不稳。同时受多年内战等因素影响，叙利亚不同族 群和教派之间缺乏互信，政局剧变以来已发生多起暴力冲突。 美军空袭叙利亚东部一民居 总台记者7月 14日获悉，美军空袭叙利亚东部代尔祖尔省的一处民居。 来源：央视新闻 叙利亚南部发生武装冲突 死伤人数升至约130人 叙利亚内政部门7月14日发表声明说，叙南部苏韦达省自13日起爆发激烈武装冲突， 已造成 30多人死亡、约100人受伤。 冲突目 ...

以下文章来源于老汤哥Tango ，作者老汤哥 老汤哥Tango . 理想汽车第一产品线负责人，汽车行业，但更爱徒手健身！半年时间体重从180+变成138斤，体脂15% 以内，脂肪肝也没有了，还练出了6块腹肌！人生真的没有什么不可能 省流版： Q： 为啥L7 用了HW的电机，是你们技术不行吗？ A： 不是的，L789 后电机很常规的200kw的电机，综合考虑价格，质量等维度，我们同时有三家供 应商同时供应，它们的后电机可互换。 三家同时供应是为了保证供应安全。 对L系列而言，技术最难的是前五合一电机，我们自研自制。 Q： 为啥用HW，你们不是整车产品有竞争，不怕被卡脖子吗？ A： 不怕，因为和整车竞争的是各"界"，属于HW"消费者终端业务"板块 ，给我们供后电机的是 HW"数字能源业务"板块，它们是"兄弟"，但都已经分别"成家立业"了，都是分别独立经营的， 它们 的关系有点类似于上汽集团下面的整车厂和零部件企业，也都是独立经营的。 这几天在长春，青岛，潍坊见了不少用户，用户问了我一个非常锋利的问题，"感觉你们的车型和 HW有竞争，那为啥你们L7还用HW的电机啊？" "是不是因为你们自己电机技术不行必须得用HW啊 ...

Core Viewpoint - The successful launch of the "Guoyu No. 1" demonstration project marks a significant breakthrough in China's uranium production capabilities, potentially transforming the global uranium resource competition landscape [1][4][14] Group 1: Project Overview - The "Guoyu No. 1" project achieved its first barrel of natural uranium within one year, setting a record for the fastest construction of a natural uranium production project in China [4] - The project utilizes innovative CO₂+O₂ leaching technology, which revolutionizes traditional mining methods and minimizes environmental impact [5][7] Group 2: Strategic Importance - Uranium resources are critical for nuclear power generation and national energy security, with China previously facing a high dependency on uranium imports, reaching 83% [4][9] - The project aims to double China's natural uranium production capacity within three years, with a target of over 70% self-sufficiency in uranium resources by 2028 [9] Group 3: Technological Advancements - The new leaching technology allows for the extraction of uranium from low-grade deposits, significantly enhancing the economic viability of previously unexploitable resources [7][12] - The project incorporates a smart remote control center, improving efficiency by 40% and reducing labor costs by half [7] Group 4: Global Impact - The project positions China as a potential leader in uranium resource development, shifting from a resource-importing nation to a technology-exporting one [12][14] - The global uranium market, historically dominated by a few countries, may see a shift in dynamics as China begins to influence pricing and resource allocation [9][14] Group 5: Environmental and Social Benefits - The new technology reduces pollutant emissions by over 90% and contributes to carbon neutrality goals by consuming 30,000 tons of CO₂ annually [10] - Increased uranium production is expected to lower nuclear power costs, potentially making electricity more affordable and reducing the cost of medical isotopes by up to 70% [12]

Investment Rating - Investment rating: None [4] Core Views - The partnership between MP Materials and the U.S. Department of Defense (DoD) aims to enhance domestic manufacturing capabilities for rare earth magnets, reducing reliance on foreign supply chains. This collaboration signifies a shift towards localizing critical supply chains amid rising geopolitical uncertainties [4][16][17] - The restructuring of key resource supply chains driven by geopolitical security concerns is expected to be a significant theme for future investment opportunities [4][17] Market Performance Review - The Hong Kong and U.S. tech stocks experienced fluctuations during the week of July 7 to July 11, 2025. The Hang Seng Tech Index closed at 5248.5, up 0.6%, underperforming the Hang Seng Index by 0.3 percentage points. The Philadelphia Semiconductor Index closed at 5696.3, up 0.9%, outperforming the Nasdaq 100 and S&P 500 indices [7][9] - The uranium sector saw gains, with notable increases in companies such as Centrus Energy (+18%) and others [9] Web3 and Cryptocurrency Market - The total market capitalization of cryptocurrencies rose to $3.61 trillion as of July 11, 2025, up from $3.32 trillion the previous week. The total trading volume for cryptocurrencies was $19.32 billion, accounting for 5.35% of the total market cap [19][26] - The sentiment in the cryptocurrency market is currently in the "greed" zone, with a fear and greed index reading of 67 [23] Recent Important Events - The partnership between MP Materials and the DoD is a landmark event, reflecting the U.S. government's push for domestic production of strategic resources [16][17] - The cryptocurrency market saw significant inflows into core asset ETFs, totaling $2.718 billion for the week [28]

智通财经记者 | 马悦然 庄键 智通财经编辑 | 张慧 白色储能集装箱平坦的顶部，突然开始冒出滚滚的浓烟。紧接着，橙色的火苗从底部穿刺而出，火焰肆 意翻涌，裹挟着阵阵热浪。 原本崭新的储能柜部分金属外壳，在高温下炙烤下，很快就变得乌黑。所幸的是，火焰始终在一个集装 箱内燃烧，并未发生蔓延。 这场大火持续了近50个小时。站在监视器前目睹这一"火灾"的工作人员们，表情却非常平静，他们在观 测火势变化，记录相关数据，期间并未采取灭火行动。 因为这是远景储能在密闭空间内进行的一场储能火烧测试。 储 能柜燃烧前 图片来源：远景储能视频截图 能柜燃烧中 图片来源：远景储能视频截图 储 能柜燃烧过程监控 图片来源：远景储能视频截图 迫使企业不惜千金"火烧"自家产品的背后，是安全问题已成为储能行业的一大考验。 储能是电力系统的"充电宝"，可以解决风光发电间歇性与用电需求不匹配的问题。就政策端而言，随着 风光新能源装机的增加，多国出台了要求配置储能的政策，叠加此前欧洲能源危机的刺激及电池成本的 下降，以锂电池为主的新型储能市场规模快速扩大。 储 企业端来看，面对电动车放缓的增速，特斯拉加速转向储能业务，2024年储能交付量同比 ...