新兴产业物流需求展现出强劲增长动能。数据显示，上半年我国装备制造业物流需求同比增长10.9%， 高技术制造业物流需求增长9.7%。3D打印设备、工业机器人产品生产相关的物流实物量同比增长均超 过20%。平板电脑、5G智能手机、家用洗衣机等产品物流实物量实现较快增长，增速均超过10%。 国际物流需求多元化格局持续推进。刘宇航介绍，尽管上半年我国进口货物物流总额同比下降3%，但 降幅较一季度有所收窄，特别是6月以来，进口货物物流总额增速由负转正，同比增长2.1%。我国自东 盟、日本、韩国进口额同比增速均实现回正，分别增长2.3%、1.1%和1.4%。进口产品由大宗商品向高 附加值品类延伸，其中集成电路进口回升明显，同比增长8.9%，增速较1至5月份提高0.5个百分点。 中国物流与采购联合会日前公布2025年上半年我国物流运行数据。上半年，全国社会物流总额为171.3 万亿元，按可比价格计算，同比增长5.6%。 "上半年我国社会物流总额增速高于GDP增速0.3个百分点，反映出物流需求对经济发展的支撑作用依然 较强，彰显出我国物流需求支撑经济稳健发展的基础作用。"中国物流与采购联合会会长蔡进说。 工业领域物流运行总体 ...

Group 1 - Recent international capital markets have seen a surge in the allocation of Chinese assets, with nearly 60% of sovereign wealth funds prioritizing China as an investment market [1][3] - Korean investors have shown increasing enthusiasm for Chinese stocks, with a cumulative trading volume of $5.764 billion in 2023, making China the second-largest overseas investment destination for Korean investors [3] - A significant inflow of over $2 billion into five major overseas-listed Chinese ETFs was recorded in July, indicating strong international interest in Chinese equities [4] Group 2 - Foreign investors are particularly favoring high-dividend stocks and growth stocks, with several A-shares having over 24% foreign ownership, reflecting strong interest in China's high-end manufacturing sector [5][6] - The investment logic for foreign capital includes the establishment of competitive barriers, sustainable performance growth, and expanding market share in niche sectors [5][6] - Foreign institutions have actively conducted research on A-share companies, with 219 investigations involving 216 stocks in July alone, indicating a robust interest in the Chinese market [5][6] Group 3 - The investment value of stable cash flow companies and industry leaders with sustainable return on equity is highlighted during China's economic transformation [6][7] - High-dividend stocks provide a cash flow cushion against market volatility, while growth stocks represent a long-term bet on technological innovation and economic upgrading in China [6][7] - The combination of high-dividend and growth stocks reflects a flexible investment strategy by foreign capital, balancing certainty and growth potential [7]

深圳外国语学校（集团）党委书记何石明分享了学校创新实践，他表示，要尊重学生个体差异，持续优 化与升级教育体系，破解教育内卷，寻求多元发展。他提出应积极探索"五育并举"的绿色教育模 式，"让会跑的跑，能跳的跳，会唱的唱，多元发展，培养独立自信的人"。 据介绍，深圳外国语学校充分发挥自身的语言教育优势，积极开展国际交流与合作。学校不仅开设了英 语、日语、法语等六门外语课程，对外语特色进行精品化打造，培养具有中国底蕴、富有国际视野、特 长鲜明的高端复合型语言专才；还与多所国际学校建立合作关系，开展交换生项目、国际学术交流活动 等，为学生提供国际化的学习环境，拓宽学生的国际视野，培养学生的跨文化交流能力，让学生在多元 文化的碰撞中，提升综合素养。 华大集团猛犸教育负责人王凯则聚焦生命科学领域，剖析了该产业对创新人才的独特需求——"生命科 学的突破高度依赖交叉融合"，从业者不仅需要深厚的生物学、化学、信息学等专业功底，更需具备"跨 学科理解力、强大的数据分析与计算能力、工程化思维以及持续学习的敏锐度"。他特别强调"综合能 力"在解决复杂生物医学问题中的核心地位——包括批判性思维、系统性解决问题能力、团队协作精神 以及科 ...

大逃杀开始了，李嘉诚的商业帝国，正在走向崩塌。 今年的香港特首顾问团名单公布，不出意外的意外，李嘉诚的大儿子李泽钜被排除在外。 这个被称为香港最顶尖政商门票的核心智囊团，精准地与李家完成切割。 与此同时，可能嗅到了不同寻常的味道，一向坚持低价拿地、长线开发的李嘉诚，也开始搞甩卖了。 5月份，李嘉诚7折抛售北京御翠园，这个捂地23年的豪宅项目，李嘉诚突然急匆匆地清仓。 7月底，400套大湾区的房源被摆上货架，平均打6折，总价最低40万，李嘉诚再次抛售。 港英政府时期，李家靠着跟当局的关系，用超低价圈占土地，一度垄断了香港的电力、零售、通讯等民生行业，成就了李半城的赫赫威名。 不仅在内地如此，李嘉诚在香港也开启了卖卖卖，甚至连他当年结婚的婚房，都挂了50亿港元出售。 而这一切的开端，还是始于3月份的卖港口事件，前脚特朗普刚对巴拿马港口点名，后脚李嘉诚就跟美国资本贝莱德媾和，想偷偷地卖掉全球43个港口，把 生米做成熟饭。 然而，李嘉诚不幸被抓包，就注定了他过去那一套玩不下去了。 李嘉诚的外号是超人，但回看他的发家史，更准确的说是个投机者。 李嘉诚的路子有多野？ 政策投机、土地投机，李家赚钱的路子，一般人还真学不来。 ...

7月30日，在河南省平顶山石龙区先进制造业开发区平顶山市立达新型材料有限公司年产1万吨精制沥青 项目现场，施工人员在涂刷环氧地坪。该公司总经理刘威指着即将试生产的车间说："从'拎包入住'的 标准厂房到全流程手续代办，石龙区的营商环境让我们安心。" "项目的快速推进，是石龙区以高质量招商推动产业升级的缩影。"平顶山石龙区先进制造业开发区管委 会主任李保民表示，今年以来，该开发区将招商引资工作置于经济工作的核心位置，以一系列精准有力 的举措，激活产业升级的新引擎。 为延伸招商触手、提高项目引入精准度，石龙区先进制造业开发区持续加快"走出去、引进来"步伐，主 动出击、内引外联。在此基础上，广泛征求各方意见，谋划绘制产业链、企业分布、核心技术、市场分 布等"四张图谱"，摸清上下游产业分布和重要合作企业，有力推动主导产业延链补链强链。 在招商布局上，该开发区精准发力，组建了长三角、珠三角以及区主导产业集中的目标城市和地区等重 点区域驻地招商小分队，不断健全统筹推动、评审准入、协同共享、跟踪督查"四项机制"，进一步完 善"四张图谱"、推进"四个拜访"，为产业高质量发展注入动力。 4月16日，在深圳举行的石龙区珠三角政企座 ...

无人机展示炫酷的空中飞行技巧、高科技潜水设备带你在闹市街头"潜入"深海、深港电竞高手同台 PK……2025罗湖深港文化月开展期间，深港潮玩新地标——笋岗云街"变身"Party现场，集科技市集、 电竞赛事、潮玩体验于一体的夏日派对正式开启。3公里长的空中连廊如灵动的潮流丝带，串联起万象 食家、Halo广场、艺展中心等14座商业综合体，为深港市民带来"吃、喝、玩、乐、购、潮"的一站式狂 欢。 从昔日的"中华第一仓"到如今的深港潮玩地，笋岗，正迎来蝶变重生。 "新罗湖会客厅"乘势而上 上世纪八九十年代，笋岗—清水河片区依托与广九铁路连接的三条铁路专用线，建设大型仓储基地。仅 笋岗仓库区总面积就达50多万平方米，建成5000吨大型冷库，年货物吞吐量最高时达500万吨，是当时 全国最大的多功能现代化商业化仓库区和全国首个出口监管仓库，被誉为"中国第一仓"。 作为罗湖"二次创业"的主力军，笋岗街道锚定"新罗湖会客厅"定位，各项建设火力全开，不断升级产业 新空间，集聚特色新产业（300832），带动潮玩新消费，一个全新的罗湖CBD正乘势而上。 在笋岗家文化消费街区亮相的罗湖云街，一条3000米长的城市"悬浮带"将汽车商贸、 ...

Core Viewpoint - The "Two New" policies have effectively stimulated consumption demand, expanded effective investment, promoted transformation and upgrading, and improved social welfare, contributing significantly to the economic recovery [1][5]. Group 1: Consumption and Investment Impact - As of July 16, 2.8 billion people have applied for subsidies under the consumption upgrade program, leading to sales exceeding 1.6 trillion yuan [4]. - Retail sales of major household appliances and related products saw year-on-year growth rates of 30.7%, 25.4%, 24.1%, and 22.9%, while passenger car retail volume increased by 10.8%, contributing to a 5% year-on-year growth in total retail sales of consumer goods [4]. - Investment in equipment and tools rose by 17.3% year-on-year, significantly outpacing overall investment growth [4]. Group 2: Policy Mechanism and Coordination - The "Two New" policy focuses on creating a dynamic balance between supply and demand, emphasizing the importance of upgrading consumption through targeted subsidies for durable goods [6]. - A robust coordination mechanism among central and local governments, as well as across departments, has been established to enhance policy execution efficiency [7]. - The fiscal department mandates that provincial financial departments finalize funding allocation plans within 30 days of receiving budget indicators, significantly improving the speed of fund distribution [7]. Group 3: Innovation and Local Implementation - Local governments are actively exploring unique implementation strategies, creating a tripartite benefit structure involving the central government, local authorities, and enterprises [8]. - The policy has evolved from mere promotion to intensified support, with an expanding coverage and increasing impact on the economy [8]. - The integration of long-term special bonds with tax incentives and financial credit has created a positive feedback loop for funding, technology, and production capacity [8]. Group 4: Future Outlook and Continued Support - Recent announcements indicate a commitment to further enhance the effectiveness of the "Two New" policies, focusing on key products and equipment while ensuring strict supervision and risk prevention [9]. - The third batch of 69 billion yuan in long-term special bond funds has been allocated, with a fourth batch expected to follow in October, reinforcing the dual approach of stimulating consumption and strengthening supply [9]. - The ongoing efforts are anticipated to inject vitality into the current economy and lay a solid foundation for sustainable economic growth in the future [9].

目前，均胜电子正加速布局自动驾驶、飞行汽车等前沿领域。回购注销与业务拓展同步推进，展现"产 业升级+股东回报"的双轨战略。 证券之星分析指出，均胜电子作为汽车零部件龙头，在行业内竞争力护城河良好，当前股价处于合理区 间。回购注销展现公司对未来发展的信心，也为投资者注入强心剂。 回购计划实际执行速度远超预期。早在2024年11月5日和12月23日，公司分别召开董事会和临时股东大 会，审议通过回购方案，计划在2024年12月23日至2025年12月22日的期限内，以不超过23.74元/股的价 格，回购价值1.5亿至3亿元的股份。 2025年1月22日，均胜电子首次实施回购，短短半年内便完成全部回购计划。回购股份将全部注销以减 少注册资本，公司总股本将由14.09亿股缩减至13.96亿股。这一操作使所有股东的权益占比获得提升， 其中控股股东均胜集团及其一致行动人持股比例由39.34%升至39.71%。 均胜电子选择注销而非保留股份用于股权激励，传递出强烈的价值信号。 并且，公司管理层还以真金白银表达对未来的信心。在回购期间，控股股东均胜集团及公司董事、高管 还宣布增持计划：均胜集团拟增持5000万元至1亿元；董事及 ...

Group 1 - Lianyungang's major projects have shown improved performance in terms of commencement and investment completion rates, with an 85.7% commencement rate and an investment of 86.07 billion yuan in 517 key industrial projects [1][2] - The industrial projects, totaling 387, focus on advanced manufacturing, new energy, and new materials, aligning with Lianyungang's strategy of "industrial city, strong industry" [1][2] - The EVA production facility by Shenghong Chemical has commenced partial operations, achieving a monthly capacity of 60,000 tons, with all products pre-sold [1][2] Group 2 - Shenghong has set a new benchmark for project efficiency, with production lines coming online ahead of schedule, addressing urgent needs of downstream enterprises [2][3] - A robust photovoltaic industry chain is forming in Lianyungang, attracting major players like JA Solar and Baijia [2][3] - The city is actively promoting major projects as a driving force for economic growth, with a focus on overcoming challenges and enhancing support [2][3] Group 3 - Significant projects in Lianyungang include a large-scale peptide drug production facility and a salmon farming project, which are expected to generate substantial revenue and tax income [3][4] - The local government is providing comprehensive support for project execution, ensuring timely approvals and addressing funding challenges through various initiatives [4] - Cost-reduction measures in the petrochemical sector have led to significant savings for enterprises, with a focus on optimizing resource utilization and reducing operational costs [4]

Core Viewpoint - The article highlights the transformation of Dagong Town in Hai'an City from a "back garden" to an important economic growth hub, driven by resource optimization and effective land management [1] Group 1: Economic Development - Dagong Town is leveraging its geographical advantages to accelerate economic growth, with a focus on revitalizing underutilized industrial areas [1] - The introduction of a transformer project on 15 acres of previously idle land is expected to generate an average tax revenue of 240,000 yuan per acre [1] - The town has successfully managed land resources by addressing 108 acres of land that were approved but not supplied, and redeveloping 265 acres of low-efficiency land [1] Group 2: Agricultural and Rural Planning - The establishment of a 1,000-acre pear orchard in Yuba Village has gained popularity, supported by an e-commerce center aimed at expanding the pear industry [1] - The local government has a 100% approval rate for seven projects related to rural construction, addressing land needs effectively [1] - Dagong Town's application for 48.4 acres of rural land will further support industrial upgrades and strengthen local industries [1] Group 3: Land Protection Initiatives - The "Cultivated Land Protection into Ten Thousand Villages" campaign has raised awareness among villagers, making land protection a community-driven effort [1] - Dagong Town has achieved a "double zero" goal of eliminating illegal land use, establishing a new order for cultivated land protection [1]