最新民调显示，50%的选民反对"大而美"法案的内容，支持率则为36%。 美国总统特朗普力推的"大而美"减税法案赶在他设定的7月4日最后期限之前被送到他桌上签署，但这份 法案将对美国能源和医疗保健造成伤害。 当地时间7月3日，这项法案以218比214的票数通过众议院。"大而美"法案旨在以一揽子立法实现特朗普 的几项核心政策目标，为了延长现行减税政策并增加国防及边境安全预算，将削减医疗补助 （Medicaid）和食品援助项目支出，并取消对电动汽车和太阳能项目的政府支持。 但根据美国国会预算办公室（CBO）的估算，预计到2034年，该法案将使国家债务增加4.1万亿美元， 并使1180万美国人失去医保。美国民调公司晨间咨询（Morning Consult）最近调查结果显示，50%的选 民反对"大而美"法案的内容，支持率则为36%。 美国医疗补助计划（Medicaid）源于1965年美国《社会保障法》的授权，最初仅覆盖失去父母支持的低 收入儿童、老年人和残疾人等特定群体。但当前，该计划覆盖范围已显著扩大，2024年6月参保人数已 达8310万。其中，奥巴马政府通过的《平价医疗法案》(ACA）将覆盖范围扩展至收入较高但仍 ...

Market Overview - A-shares experienced a mixed performance with the Shanghai Composite Index rising by 0.32% while the Shenzhen Component and ChiNext fell by 0.25% and 0.36% respectively, with total trading volume reaching 1.4286 trillion yuan, an increase of 118.8 billion yuan from the previous day [1] Sector Performance Leading Sectors - The gaming and banking ETFs led the market gains, with multiple gaming ETFs and various banking ETFs showing strong performance. In June 2025, 147 domestic game licenses and 11 imported licenses were issued, indicating a significant increase compared to the same period in 2024, which is expected to boost market confidence in the gaming industry [2] - The banking sector continued its upward trend in the first half of 2025, benefiting from market preferences and improved fundamentals. The sector's stable operating performance and asset quality, along with reasonable valuations and dividend policies, enhance the investment appeal of bank stocks [2] Underperforming Sectors - Rare metals and new energy sectors experienced a pullback, although many institutions remain optimistic about their future performance. The global shift towards clean energy and supportive policies are expected to drive demand for key raw materials like lithium, cobalt, nickel, and rare earths [3] - The supply constraints due to resource scarcity and geopolitical factors are likely to maintain a tight supply situation for rare metals, providing a basis for price increases. The combination of improved macroeconomic expectations and favorable industrial policies is creating a clearer investment window for these sectors [3] Trading Activity - The Hong Kong Securities ETF (513090) saw the highest trading volume, approaching 20 billion yuan, indicating strong investor interest. Other ETFs such as the Short-term Bond ETF (511360) and Yinhua Daily Profit ETF (511880) also recorded significant trading volumes [4] - The turnover rate for the Benchmark National Debt ETF (511100) was the highest at 218.41%, reflecting active trading interest. The Hong Kong Securities ETF is particularly attractive due to its focus on core financial assets in Hong Kong and the anticipated benefits from financial innovation policies [5] Upcoming ETF Issuance - A wave of new ETF issuances is expected next week, with 17 products set to begin fundraising, including 10 focused on innovative corporate bonds. Major fund managers participating include Fuguo Fund, Invesco Great Wall Fund, and others [6][8]

弗里德曼毫不掩饰对"大而美"法案的不满，认为这是对美国能源战略和未来发展的严重破坏。该法案削 减对太阳能、风能和电动车的税收优惠，限制与中国有联系的企业获得补贴，同时废除了限制甲烷排放 的规定，逆全球之势而行，严重削弱美国在人工智能时代的电力供应能力。 弗里德曼认为，相比之下，中国正大力发展包括可再生能源在内的电力产业，特朗普的法案反而会助力 中国在太阳能、风能、电动汽车等领域占据未来主导地位。 【文/观察者网 刘程辉】 当地时间7月3日，美国总统特朗普心心念念的"大而美"税收和支出法案，最终版本获众议院通过，只待 他在7月4日"独立日"这天签署成法。 然而很多美国人的心情，都不太"美丽"。 "特朗普的'大而美'法案将如何让中国再次伟大"，7月3日，美国《纽约时报》以此为题发表了该报知名 专栏作家、《世界是平的》作者托马斯·弗里德曼的评论文章。 "你们能听到吗，那是来自东方的巨大惊雷（loud roar），是14亿中国人在笑话我们。"弗里德曼在文章 开头便讽刺道，"中国人简直不敢相信自己的好运：在耗电巨大的人工智能时代刚刚来临之际，美国总 统及其政党竟然做出了可以想象到的最严重的战略性自我伤害行为之一。" 弗 ...

Group 1 - The resumption of US-Iran nuclear negotiations has reduced the risk of conflict in the Middle East, leading to a decline in oil prices [1][2] - Oil prices are expected to fluctuate between $65 and $75 per barrel in the short term due to various geopolitical and economic factors [1][2] - Barclays has revised its forecast for US oil demand to increase by 130,000 barrels per day, reflecting stronger economic resilience [1][3] Group 2 - The US Treasury Department has imposed sanctions on networks assisting Iranian oil trade, increasing pressure on Iran's "shadow fleet" [2] - The "Big and Beautiful" bill has ended long-term support for solar and wind energy, favoring oil, gas, and coal production [2][4] - The supply side is characterized by OPEC's planned increase of 410,000 barrels per day and high production levels from US shale oil, creating a competitive landscape [3][4] Group 3 - The geopolitical landscape has shifted, with the risk premium for oil prices decreasing significantly due to ongoing US-Iran negotiations and a fragile ceasefire between Iran and Israel [3] - The dual approach of US sanctions and diplomatic negotiations reflects a structural contradiction in US soft power projection [3] - The Federal Reserve's interest rate cut expectations, combined with strong employment data, create monetary policy tension that indirectly influences oil pricing [4]

站实现年内首次满发。三峡集团长江电力供图 入夏以来，三峡集团长江电力在水利部长江委、国家电网、南方电网等单位的指导和支持下，持续做好 梯级电站精益运行管理，加强水雨情预报预测，及时发布气象预警信息，结合受电区域负荷需求，动态 优化电站运行方式，科学开展梯级电站联合优化调度，切实发挥大国重器强大顶峰能力。 6月以来，梯级电站单日发电量最高达11.97亿千瓦时，高峰最大出力超5900万千瓦，调峰量最高达2210 万千瓦。乌东德、溪洛渡、向家坝、葛洲坝4座电站相继全开运行，其中，6月11日向家坝电站实现年内 首次满发，6月10日至6月30日，梯级电站连续21天单日发电量突破10亿千瓦时。 长江电力相关负责人表示，将持续运行管理好世界最大清洁能源走廊，严格执行水利部长江委调度令， 加强与国家电网、南方电网沟通协调力度，全力保障电力安全稳定供应。(完) 中新网宜昌7月4日电 (李娜)据三峡集团长江电力消息，近日多地遭遇高温天气，世界最大清洁能源走廊 顶峰保供，高峰运行机组超100台，开机台数创年内新高。在确保防洪安全基础上，连续21天单日发电 量突破10亿千瓦时，刷新历史同期纪录。 由长江干流乌东德、白鹤滩、溪洛渡、向 ...

Core Insights - The successful completion of the foundation piling for the Qizhou Seven offshore wind farm project marks a significant breakthrough in deep-sea wind power development in Guangdong Province [1][5] - The project, located approximately 70 kilometers from the coast with a total installed capacity of 1 GW, is expected to generate enough electricity to power over one million households and reduce carbon dioxide emissions by about 2 million tons annually [1][5] Group 1: Project Overview - The Qizhou Seven offshore wind farm project is situated in the waters near Yanshi County, with a water depth ranging from 46 to 53 meters [1] - The project has a total installed capacity of 1 GW, which will significantly contribute to the green transformation of Guangdong's energy structure [1] Group 2: Construction Challenges and Solutions - The project faced challenges due to complex natural conditions such as deep water and offshore environments, with individual steel pipe piles weighing up to 337 tons and measuring 93 meters in length [2] - To ensure construction efficiency and precision, the project team utilized experienced construction vessels and implemented strict control over the execution of construction plans [2][4] Group 3: Management and Efficiency - The project adopted refined management practices to optimize construction efficiency, including tailored construction plans for each machine and continuous process optimization [3] - The construction cycle for a single steel pipe pile was successfully controlled to within 32 hours, significantly enhancing construction efficiency [3] Group 4: Collaboration and Safety - The successful progress of the project was attributed to the effective collaboration among various parties, including construction, supervision, and contracting units [4] - The project leadership maintained close oversight to ensure safety and efficiency throughout the construction process [4] Group 5: Strategic Implications - The successful implementation of the Qizhou Seven offshore wind project provides valuable engineering and management experience for deep-sea offshore wind power development in China [5] - This project supports Guangdong's offshore wind power development strategy and contributes to the high-quality development of the offshore wind equipment and innovation chain, aiding in the achievement of national "dual carbon" goals [5]

中广核矿业 20250703 天然铀行业的供需情况如何？ 天然铀行业的供需情况主要受到核电需求端的高速增长和供给侧的刚性影响。 核电站通过铀裂变产生能量，天然铀经过开采、转化、浓缩等过程，被制成核 燃料组件。目前全球核电已经进入增长通道，受到四方面驱动：一是相较传统 化石能源，核电具备清洁、低耗、高效特点，在全球降碳背景下发展势头强劲。 2023 年全球有 22 个国家达成三倍核能宣言，预计到 2050 年全球核能装机容 量达到目前三倍，即复合增速为 4.2%。二是俄乌冲突提升了全球能源安全风 险，许多国家开始重视并支持核电发展，包括新建项目和延寿运行现有机组。 三是人工智能高算力催生稳定电力需求，到 2030 年数据中心用电需求预计超 过日本当前总用电量，而数据中心要求 7×24 小时不间断发电，核电具备稳定 供电能力且碳排放水平不足光伏的 1/10，各科技巨头深度绑定整个核电供应链， 与核电公司签订长期购电协议。四是 SMR 小堆的发展提升了经济性和安全性， 中广核矿业参股矿山总权益资源量达 2.4 万吨铀，权益储量 1.9 万吨铀， 权益产能 1,899 吨铀。矿山开采成本较低且寿命较长，未来产量预计保 ...

据工信部消息，7 月 3 日，工业和信息化部党组书记、部长李乐成主持召开第十五次制造业 企业座谈会，深入学习贯彻习近平总书记重要指示批示精神，落实党中央、国务院决策部署， 聚焦加快推动光伏产业高质量发展，听取光伏行业企业及行业协会情况介绍和意见建议。 部相关司局、部属单位负责同志参加会议。 会上， 14 家光伏行业企业及光伏行业协会负责人作交流发言，围绕企业生产经营、科技创 新、市场竞争、行业生态建设等方面进行交流，介绍企业基本情况、面临的困难和问题，提出 政策建议。 李乐成表示，党中央高度重视光伏产业发展，习近平总书记强调把促进新能源和清洁能源发展 放在更加突出的位置，积极有序发展光能源、硅能源、氢能源、可再生能源。近年来，在各部 门积极扶持和产业界共同努力下，我国光伏产业坚持 自力更生 、 技术创新 、 效率优先 、 市场主导，实现了从无到有、从弱到强的转变，在产业规模、技术水平、应用市场等方面取得 领先优势，成为中国制造的一张靓丽名片。我们要全面客观认识光伏产业发展形势，坚定信 心，多措并举，进一步巩固提升优势，为共建清洁美丽世界作出更大贡献。 李乐成强调，要深入学习贯彻习近平总书记关于新型工业化的重要 ...

Core Viewpoint - Longyuan Power (001289) announced that it achieved a total power generation of 5.7812 million MWh by June 2025, representing a year-on-year increase of 1.56%, with an 18.07% increase when excluding the impact of thermal power generation [1] Group 1: Power Generation Performance - The total power generation for the period reached 5.7812 million MWh, with a year-on-year growth of 1.56% [1] - Excluding the impact of thermal power, the year-on-year growth in power generation was 18.07% [1] - Wind power generation increased by 4.15% year-on-year, while solar power generation saw a significant increase of 99.32% [1] Group 2: Cumulative Power Generation - As of June 30, 2025, the cumulative power generation was 39.6525 million MWh, reflecting a year-on-year decline of 1.07% [1] - When excluding the impact of thermal power, the cumulative power generation showed a year-on-year increase of 12.73% [1] - Wind power generation for the cumulative period grew by 6.07%, and solar power generation increased by 71.37% [1]

一场资本市场的"双向奔赴"成为这两日资本市场的关注焦点之一。 7 月 1 日晚间，杭州高新（300478.SZ）更新了控制权转让的新进展，北京巨融伟业能源科技有限公司 (以下简称"巨融伟业")作为交易对象浮出水面。 笔者梳理发现，这笔交易不仅仅是东杭集团和胡敏入主上市公司3年后的急流勇退，同时也透露出北京 巨融伟业背后的行业黑马巨融能源（新疆）股份有限公司（以下简称"巨融能源"）和掌舵人林融生在能 源化工领域扩张的野心。 值得注意的是，此次交易是按照上市公司整体估值26亿元来计算，如果以7月3日收盘价计算，杭州高新 的市值为20.17亿元，也就是此次交易有着约28.9%的溢价。 消息刺激下，公司股价于7月2日、3日连续走高，分别上涨11.13%、6.28%，两日累计涨幅超 17%。 LNG黑马的野心 根据7月1日晚间的公告，目前上市公司的控股股东东杭集团与巨融伟业签订了《备忘录》。按照上市公 司整体估值26亿元来计算，通过协议转让方式，由巨融伟业收购东杭集团持有的上市公司19.03%股 份，同步完成将上市公司实控权转移给巨融伟业。 按照7月3日的股价来计算，杭州高新最新的市值为20.17亿元，收购溢价接近30 ...