Group 1 - The swine sector is experiencing a slowdown in the growth rate of breeding stock, with the industry capacity still showing slight inertia growth [1] - The planting sector emphasizes the need for self-sufficiency in food security, aiming to enhance yield through the integration of quality land, seeds, opportunities, and methods, with the commercialization of genetically modified corn expected to accelerate [1] - The pet sector is witnessing the rise of domestic brands through product innovation and refined marketing, while export business continues to grow rapidly [1] Group 2 - The animal health sector faces intense competition in traditional poultry vaccines, while the pet health market is expected to expand continuously due to aging trends [1] - The Livestock ETF tracks the China Securities Livestock Index, which is compiled by China Securities Index Co., and selects listed companies involved in livestock farming and feed processing to reflect the overall performance of the livestock industry [1] - The index constituents cover upstream and downstream enterprises in the livestock industry chain, effectively representing the overall development of the livestock sector [1]

Core Viewpoint - The investigation report reveals that a fatal accident occurred at the A006-0941 construction site in Bao'an District, Shenzhen, resulting in one death and direct economic losses of approximately 1.75 million yuan due to inadequate safety management and violation of construction protocols by workers [1][3]. Incident Overview - The accident involved a worker from Jiangsu Fengyi Elevator Engineering Co., Ltd., who fell into a 151-meter deep elevator shaft during installation work [2][3]. - The construction project is managed by Shenzhen Tianjian (Group) Co., Ltd., with multiple companies involved in various capacities, including elevator installation and supervision [2][3]. Responsibility Assessment - The investigation identified multiple parties responsible for the accident, including the project manager and safety personnel from Fengyi Elevator and other involved companies, due to their failure to enforce safety protocols [4][5]. - The direct cause of the accident was determined to be the improper handling of the elevator's steel wire rope, leading to the worker's fall [4][5]. - Shenzhen Municipal Group, the general contractor, was fined 30,000 yuan for its inadequate safety management and oversight of the elevator installation process [5].

交易咨询业务资格：证监许可【2012】1091号 焦煤焦炭早报（2025-7-15） 大越期货投资咨询部 胡毓秀 从业资格证号：F03105325 投资咨询证：Z0021337 联系方式：0575-85226759 重要提示：本报告非期货交易咨询业务项下服务，其中的观点和信息仅作参考之用，不构成对任何人的投资建议。 我司不会因为关注、收到或阅读本报告内容而视相关人员为客户；市场有风险，投资需谨慎。 每日观点 焦煤： 1、基本面：部分煤矿因安全检查影响，开工有所下滑。在焦炭市场利好预期下，焦煤需求良好，煤矿 多处出货去库存状态，销售压力明显缓解，一些紧缺类、性价偏高煤种价格涨后出货稳定，下游要货依 旧积极，或有再次涨价预期；偏多 2、基差：现货市场价940，基差20；现货升水期货；偏多 3、库存：钢厂库存774万吨，港口库存312万吨，独立焦企库存669.5万吨，总样本库存1775.5万吨，较 上周减少19.3万吨；偏多 4、盘面：20日线向上，价格在20日线上方；偏多 5、主力持仓：焦煤主力净空，空增；偏空 6、预期：下游钢焦企业长期低库存，近期补库需求持续释放，高炉铁水高位震荡，但需求仍在高位， 加之焦炭首 ...

自深入贯彻中央八项规定精神学习教育开展以来，省农业农村厅将群众关注度较高的农村沼气安全 作为一项重要政治任务加紧推进，组织各市县开展新一轮农村沼气设施隐患底数和企业底数摸排，通过 一线调研、全面排查、科学试点处置等措施，守住重大事故"零发生"底线。 省农业农村厅科学统筹谋划农村沼气设施安全生产，不仅印发《海南省农村沼气设施安全处置技术 指导意见》，对农村沼气设施处置原则、处置方式、报废条件等提出明确要求；同时还强化常态化的指 导监管，每年印发工作方案，压紧压实属地和业主责任，指导市县在排查摸底基础上，分批分类科学处 置存量闲置废弃沼气设施，构筑长效化安全管理机制。此外，省农业农村厅定期组织专家赴市县开展沼 气安全生产调研，指导日常隐患排查处置，并组织沼气安全生产及处置专题培训，分类制定户用沼气、 沼气工程安全处置挂图规程转发各市县。 截至7月4日，今年全省已完成户用沼气设施安全处置2604户。目前，省农业农村厅继续强化农村沼 气安全工作调度，执行周调度制度，定期督导市县排查处置安全隐患，同时强化资金落实，继续加快推 进户用沼气设施安全处置，兜牢农村安全生产底线。 我省深入开展农村沼气设施安全生产治本攻坚三年行 ...

守护当"夏"，"警"防溺水。苏州工业园区公安分局紧扣全市夏季治安打击整治百日行动，坚持"防 范为先、科技赋能、群防群治"的理念，从深化智慧赋能、强化多元联动、拓展宣防阵地等方面入手， 全力推动防溺水工作从"事后救援"向"事前预防"转变，为辖区夏季水域安全筑起坚实防线。 "几位同学，不要在水边玩耍，那里很危险！"不久前，苏州工业园区青剑湖边，一架搭载热成像传 感设备和智能广播系统的警用无人机及时劝回三名试图湖边戏水的小学生。 苏州工业园区拥有优质、丰富、广泛的水域资源，辖区内河道纵横、水网密布，阳澄湖、金鸡湖、 独墅湖、青剑湖坐落其间。随着夏季气温持续升高，青少年儿童溺水事故进入高发期。 园区公安注重发挥人力防范作用，根据各派出所辖区实际，广泛动员社会力量，牵头组建由民警、 辅警、志愿者等构成的巡防队，对重点水域周边开展常态化巡逻，及时劝阻危险行为的同时，开展防溺 水宣传教育，提高公众安全意识，全力构建"部门协同、群众参与"的防溺水巡防体系。 "来，会游泳的同学请举起小手？预防溺水有哪些'六不准'呀？"暑假期间，在阳澄人家小区会议室 内，一堂防溺水安全教育课正在进行，面对民警的提问，孩子们积极抢答。阳澄湖半岛派 ...

央视网消息：据统计，2025年上半年共发生15起旅客携带充电宝在飞机上起火冒烟的事件。记者在采访中发现，对于如何安全使用充电宝？消费者的认知还 存在不小差异。 采访中，部分消费者表示，自从民航局禁止旅客携带无3C标识充电宝乘坐境内航班的后，他们计划购买符合新规的产品。有些消费者已经对充电宝的安全 使用常识有所了解，但也有人不知道如何区分选择合格充电宝和充电宝的使用寿命等问题。 高温 针刺 过充 记者探访充电宝极限测试 移动电源（充电宝）国家标准制定最重要的目的就是保障我们在使用过程中的安全。因此标准制定项目组工作人员需要通过各种实验来模拟极端环境，测试 移动电源（充电宝）电池的安全性能。 总台央视记者 孙蓟潍：这里就是负责移动电源新国标制定的中国电子技术标准化研究院安全实验室，今天我也准备了很多移动电源，就是充电宝来这里做 检测。在这里我们将用最专业的仪器和设备对充电宝的安全性进行检测。 实验的第一步是先把充电宝最核心的零件——锂电池电芯拆解出来。 记者：充电宝过度充电，或者使用不匹配的电源适配器，会造成什么后果？我们来看一下这个过充实验。 安泽强：现在我们模拟一个异常的电压，对电芯进行过充电。过充程序已经设 ...

Core Viewpoint - TikTok is in discussions with the Canadian government to avoid a mandate to shut down its local operations, which was ordered last November due to national security concerns [1][2]. Group 1: Company Actions and Responses - TikTok has frozen spending on cultural projects and sponsorships in Canada as it navigates the impending shutdown order [1]. - The company has filed a legal challenge against the shutdown order and is seeking an urgent meeting with the Canadian Minister of Industry [1][2]. - TikTok's Canadian users can still download and use the app despite the government's order [1]. Group 2: Data Security Measures - TikTok has implemented user data isolation systems in other countries facing similar security concerns, such as the "Project Texas" in the U.S. and "Project Clover" in the EU [2]. - The company is open to creating a "Project Maple" for Canada to address local data security concerns, emphasizing the need for a solution that offers higher data security and stricter accountability [2]. Group 3: Employment and Economic Impact - TikTok has paid CAD 340 million (approximately USD 248 million) in taxes to Canada from 2019 to 2024 and employs around 350 people in Toronto and Vancouver, serving 14 million Canadian users [2]. - The shutdown order has led to some employees leaving for other opportunities, and the company is unable to recruit for these positions [2]. Group 4: Regulatory Context - The shutdown order was issued by a previous government led by Prime Minister Trudeau, and the current situation in the U.S. has changed, with former President Trump delaying a similar order for TikTok [2][3]. - If the shutdown order is enforced, Canada would lose the accountability mechanism that allows TikTok to be governed by local laws, impacting direct accountability to parliament and regulatory bodies [3].

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 ...

Group 1 - The current economic transition in China emphasizes the need for clear boundaries and paths for development, with a focus on balancing development and security [1] - The resource-based economy faces challenges such as over-reliance on single resources, leading to issues like industrial structure singularity and environmental degradation [1] - Transitioning to a high-quality growth model requires a focus on resource conservation, ecological protection, and technological innovation [1] Group 2 - The international environment is increasingly complex and uncertain, posing challenges to the stability of China's industrial and supply chains [2] - Emphasizing stability while pursuing progress is crucial during the transition, requiring a comprehensive approach to safety across various sectors [2] - A systematic view is necessary to build an effective safety protection system, addressing risks from multiple dimensions including technology, ecology, and social operations [2] Group 3 - The challenge of upgrading and transitioning involves fostering new growth drivers while revitalizing traditional ones [3] - Key strategies include enhancing high-quality technological supply through innovation and upgrading traditional industries with digital and green technologies [3] - The essence of the transition is a profound change in concepts and pathways, necessitating a constant focus on maintaining safety and stability [3]

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]