Group 1 - The core idea emphasizes the importance of "death awareness" as a catalyst for personal growth and clarity in life [1][6][16] - Understanding the finite nature of life helps break the illusion of infinite time, leading to a sense of urgency and focus on what truly matters [2][8][12] - The concept of "living in the moment" is framed as a deep immersion in the present, rather than a superficial enjoyment of life [18][24][31] Group 2 - "Emotional freedom" is defined as the ability to manage emotions rather than being controlled by them, allowing for clearer decision-making and stability [33][34][41] - The process to achieve emotional freedom involves three steps: awareness, acceptance, and regulation of emotions [35][37][40] - The interplay between death awareness, living in the moment, and emotional freedom creates a holistic approach to personal growth and fulfillment [41][42]

本期编辑 江佩佩 据央视新闻报道，6月10日上午，国家主席习近平同韩国总统李在明通电话。 习近平再次祝贺李在明当选总统。习近平指出，中韩是搬不走的近邻。建交33年来，两国超 越意识形态和社会制度差异，积极推进各领域交流合作，实现相互成就和共同发展。一个健 康稳定、持续深化的中韩关系，顺应时代发展潮流，符合两国人民根本利益，也有利于地区 乃至世界和平稳定和发展繁荣。 习近平强调，中韩应坚守建交初心，坚定睦邻友好方向，坚持互利共赢目标，推动中韩战略 合作伙伴关系向更高水平迈进，为两国人民带来更多福祉，为变乱交织的地区和国际形势注 入更多确定性。要加强各层级各领域交流，增进战略互信；要密切双边合作和多边协调，共 同维护多边主义和自由贸易，确保全球和地区产业链供应链稳定畅通；要深化人文交流，加 深相互理解，夯实民意基础，让中韩友好在两国人民心中扎根；要尊重彼此核心利益和重大 关切，把牢双边关系大方向，确保中韩关系始终沿着正确轨道向前发展。 李在明对此表示赞同，表示韩中地理相近，交往历史悠久，经贸、文化联系密切。在习近平 主席卓越领导下，中国取得伟大发展成就，令人钦佩。我高度重视韩中关系，愿同中方一 道，推动双边睦邻友 ...

6月10日上午，国家主席习近平同韩国总统李在明通电话。 习近平再次祝贺李在明当选总统。习近平指出，中韩是搬不走的近邻。建交33年来，两国超越意识 形态和社会制度差异，积极推进各领域交流合作，实现相互成就和共同发展。一个健康稳定、持续 深化的中韩关系，顺应时代发展潮流，符合两国人民根本利益，也有利于地区乃至世界和平稳定和 发展繁荣。 习近平强调，中韩应坚守建交初心，坚定睦邻友好方向，坚持互利共赢目标，推动中韩战略合作伙 伴关系向更高水平迈进，为两国人民带来更多福祉，为变乱交织的地区和国际形势注入更多确定 性。要加强各层级各领域交流，增进战略互信；要密切双边合作和多边协调，共同维护多边主义和 自由贸易，确保全球和地区产业链供应链稳定畅通；要深化人文交流，加深相互理解，夯实民意基 础，让中韩友好在两国人民心中扎根；要尊重彼此核心利益和重大关切，把牢双边关系大方向，确 保中韩关系始终沿着正确轨道向前发展。 李在明对此表示赞同，表示韩中地理相近，交往历史悠久，经贸、文化联系密切。在习近平主席卓 越领导下，中国取得伟大发展成就，令人钦佩。我高度重视韩中关系，愿同中方一道，推动双边睦 邻友好关系深入发展，改善和增进两国人民 ...

经过精心耕作、悉心管护，一片改革开放"试验田"收获累累果实，培育"良种"的经验也向更大范围 推广。近日，省政府印发《关于借鉴推广中国（辽宁）自由贸易试验区第八批改革创新经验的通知》， 决定将辽宁自贸试验区第八批共28项改革创新经验做法向全省推广，涉及政府职能转变、贸易便利化、 产业转型升级、扩大开放、参与国际标准制定五大工作领域。目前已向全省推广八批共235项改革创新 经验做法。 企业、群众的获得感检验出这些改革创新经验做法的成色。在危险品包装海关检测服务平台这一创 新之举中，我省建立危险品包装线上检测平台，企业可以线上提交申请信息、查询已送检产品流程节 点、接收检测报告等。平台还设置了检测报告有效期提醒功能、线上咨询功能和公告栏，实现海关与企 业无障碍沟通。在海外人才来华全流程服务新机制中，我省建设移民事务服务中心，面向外国人提供入 境边防检查、入境体检、住宿登记证明、工作许可、居留许可等事项专员全程办理服务，实现外国人工 作、居留许可"一窗受理、并联审批"，外国人来华事项"一网通办"。 对于这28项改革创新经验做法，我省明确了具体负责部门，要求各地区、各部门要高度重视借鉴推 广工作，因地制宜、细化落实，健 ...

Core Viewpoint - The article emphasizes the progress and legal framework established for the Hainan Free Trade Port, highlighting the importance of legislative innovation in promoting economic development and attracting talent [1][4][10]. Legislative Developments - The Hainan Provincial People's Congress passed the "Hainan Free Trade Port Talent Development Promotion Regulations," effective June 1, which aims to enhance talent recruitment, evaluation, and services [3][4]. - Over the past four years, 46 regulations related to the Hainan Free Trade Port have been introduced, contributing to a robust legal framework that supports the port's development [5][6]. Economic Impact - The implementation of the "Hainan Free Trade Port Yacht Industry Promotion Regulations" has led to the establishment of 14 yacht docks and a registered yacht count exceeding 1,780, positioning Hainan among the top in the nation [6]. - The "Hainan Free Trade Port Drug Import Facilitation Regulations" resulted in a monthly increase of approximately 57% in drug import clearance volume and a 32% increase in value [6]. Legislative Innovation - Hainan is focusing on "small and quick" legislative innovations, with 70% of the planned legislative projects categorized as such, to respond effectively to legislative needs [5]. - New regulations set to take effect include the "Hainan Free Trade Port Simplified Approval Regulations" in January 2025 and the "Hainan Free Trade Port International Commercial Arbitration Development Regulations" in July 2024, aimed at enhancing operational efficiency and international standards [6][9]. Trade and Investment Growth - Hainan's total import and export value is projected to reach 277.65 billion yuan in 2024, marking a 20% increase, with a 40% growth in trade with countries involved in the Belt and Road Initiative [7]. - The province has seen the establishment of over 1,700 new foreign-funded enterprises, reflecting a growth rate exceeding 10% [7]. Environmental and Social Governance - Hainan is committed to ecological preservation, implementing strict environmental protection laws and establishing a new evaluation system for ecological performance [9]. - Legislative measures have been introduced to address social issues, such as prohibiting tattoo services for minors to protect their well-being [9].

世界银行近期发布的数据显示，2024年斯里兰卡国内生产总值（GDP）增速超预期，达到5%。今年一 季度，得益于支柱产业出口增长、旅游业反弹以及重要侨汇收入增加等积极因素影响，斯里兰卡经济复 苏态势延续。南亚岛国斯里兰卡曾在2022年经历了严重的经济危机，导致国民经济连续6个季度萎缩， 直到2023年底才有所起色，2024年开始呈现强劲复苏态势。 经济改革和财政状况的不确定性是当前斯里兰卡经济面临的最大内部风险。世界银行指出，当前斯里兰 卡家庭收入、就业水平及整体福利状况仍远低于经济危机前水平，劳动力市场持续疲弱，失业率居高不 下，贫困率超过20%。要在中期实现持续增长和减少贫困目标，需要保持宏观经济稳定，并推进结构性 改革。亚洲开发银行预计，到2032年斯里兰卡公共债务占GDP的比重才会降至95%以下。随着需求复 苏、信贷条件改善、电价预期上调、进口限制放宽，当前通胀紧缩的情况会逐步改善，预计到2026年， 通胀率有望回升至4.5%，但仍低于斯里兰卡央行设定的5%的目标。世界银行预计，斯里兰卡2025年经 济增速为3.5%；亚洲开发银行预计，斯里兰卡今、明两年经济将分别保持3.9%和3.4%的温和增长。 分析 ...

上 市 公 司 2025 年 06 月 09 日 光大环境 (00257) ——垃圾焚烧龙头迎现金流拐点，分红提升可期 报告原因：首次覆盖 买入（首次评级） | 市场数据： | 2025 年 06 月 06 日 | | --- | --- | | 收盘价（港币） | 3.81 | | 恒生中国企业指数 | 8629.75 | | 52 周最高/最低（港币） | 4.14/3.20 | | H 股市值（亿港币） | 234.05 | | 流通 H 股（百万股） | 6,142.98 | | 汇率（人民币/港币） | 1.0920 | 一年内股价与基准指数对比走势： 资料来源：Bloomberg -11% 9% 29% 49% 06/06 07/06 08/06 09/06 10/06 11/06 12/06 01/06 02/06 03/06 04/06 05/06 06/06 证券分析师 王璐 A0230516080007 wanglu@swsresearch.com 莫龙庭 A0230523080005 molt@swsresearch.com 研究支持 莫龙庭 A0230523080005 molt@sw ...

证券研究报告 | 2025年06月09日 | 晨会纪要 | | --- | | 数据日期:2025-06-06 | 上证综指 | 深证成指沪深 | 300 指数 | 中小板综指 | 创业板综指 | 科创 50 | | --- | --- | --- | --- | --- | --- | --- | | 收盘指数（点） | 3385.35 | 10183.69 | 3873.98 | 11540.63 | 2866.73 | 991.64 | | 涨跌幅度（%） | 0.03 | -0.19 | -0.09 | -0.22 | -0.29 | -0.47 | | 成交金额（亿元） | 4527.43 | 6992.34 | 2020.34 | 2579.97 | 3229.31 | 175.34 | 晨会主题 【重点推荐】 宏观与策略 固定收益周报:超长债周报——买断式逆回购操作提前公告，超长债小涨 【常规内容】 宏观与策略 宏观周报:高技术制造业宏观周报-国信周频高技术制造业扩散指数小幅 走弱 宏观周报:宏观经济宏观周报-高频指标偏弱，消费表现相对稳健 固 定 收 益 快 评 : 可 交 换 私 募 债 跟 ...

Group 1 - The EU's internal divisions regarding trade relations with China are becoming more pronounced, with countries like Spain seeking deeper economic ties while others like Poland and the Czech Republic adopt a tougher stance [1][3] - Spain's pragmatic approach to cooperation with China has yielded tangible benefits, particularly in the electric vehicle and green energy sectors, highlighting the potential for economic growth through collaboration [1][3] - Poland's deputy minister's comments reflect a political stance rather than the actual economic interdependence with China, as Poland is China's largest trading partner in Central and Eastern Europe [5][9] Group 2 - The EU must recognize the importance of the Chinese market and move beyond ideological biases to maintain its interests in a complex international economic environment [7][9] - The EU's ability to negotiate effectively with the US on trade issues is contingent upon internal unity and a realistic assessment of national interests [7][9] - The ongoing restructuring of global supply chains indicates that many European companies are choosing to return operations to China, underscoring the competitive strength of Chinese supply chains [5][7]

Group 1: Tariff Policy and Economic Outlook - The article suggests a relatively neutral to optimistic outlook on future tariff policies, indicating that the potential cancellation of reciprocal tariffs and negotiation space for the 20% fentanyl tax is likely [1] - It highlights three key investment themes: government support in the consumer sector focusing on social welfare, an increase in free cash flow due to declining capital expenditure willingness, and growth in high-end manufacturing driven by artificial intelligence investments [1] Group 2: ETF Market Trends - The ETF market has seen a shift from broad-based ETFs to sector-specific thematic ETFs, indicating an increased risk appetite among investors, particularly in technology, artificial intelligence, chips, and military sectors [2] - The article identifies artificial intelligence as a key economic driver, with potential market gains in the context of U.S.-China relations, while the military sector is viewed positively despite weak current fundamentals [2] Group 3: Cash Flow and Dividend Strategies - The article emphasizes the importance of free cash flow, suggesting that as economic growth slows, companies may reduce investment willingness, leading to increased free cash flow [3] - It argues that free cash flow is a strong investment factor, outperforming dividend-focused strategies, and recommends a focus on large and medium-sized state-owned enterprises with ample cash flow as a potential investment theme [3] Group 4: Investment Recommendations - For the second half of the year, the article recommends a diversified asset allocation strategy, suggesting technology for aggressive investors and dividend or cash flow strategies for conservative investors [4] - Specific ETF recommendations include the CSI A500 ETF for broad exposure, the Guotai Science and Technology Index ETF for technology, and a combination of dividend and cash flow ETFs for income generation [4]