7月22日，以"新发展格局与产业竞争力提升"为主题的中国印染大会在绍兴柯桥召开。来自全国各地的 行业专家、学者、企业代表齐聚一堂，共探印染产业发展新路径。会上，纺织产业首个AI大模型"AI 布"1.0版本正式发布。 近年来，中国印染行业高质量发展扎实推进，已经形成全球比较优势和引领能力。记者从大会上获 悉，2024年我国印染行业规模以上企业印染布产量572.01亿米，同比增长3.28%；印染八大类产品出口 数量335.34亿米，同比增长7.53%，连续两年超过300亿米。 "当前，中国纺织工业正进入质态跃迁的关键期，而印染是价值跃迁的核心枢纽。"在中国纺织工业联 合会会长孙瑞哲看来，由于面临着更多的社会关注、更强的环境约束和更高的发展期望，印染依然是 行业高端化、绿色化发展的关键所在、瓶颈所在。 在适应新的创新生态方面，孙瑞哲建议，印染产业要打破思维定式与路径依赖，将数字智能全面融入 产业转型升级。比如"从线性管理向网络协同转变，印花设计、工艺模拟、生产调度等多环节智能统 筹，推动生产效率、产品质量、创新能力的全面提升。" 大会当天，柯桥正式发布的首个纺织产业垂类大模型"AI布"，也将成为纺织印染产业智能化浪 ...

中青报·中青网记者 贾骥业 就在第三届中国国际供应链促进博览会（以下简称"链博会"）开幕的前一天，美国能源石化企业埃 克森美孚迎来了其在能源投资领域的一个重要时刻——"埃克森美孚惠州乙烯项目"正式投产。这个项目 位于广东惠州，投资超过100亿美元，其中有不少钱花在了绿色低碳技术的应用上。 7月16日下午，埃克森美孚（中国）投资有限公司副董事长辜子珊在第三届链博会清洁能源主题活 动上透露，未来5年，埃克森美孚还将在能源领域投资300亿美元用于低碳减排项目。"提供稳定能源供 应的同时降低碳排放，是全球能源转型面临的一大挑战。" 无独有偶，在同一场合，来自法国的能源巨头企业道达尔能源副总裁徐忠华也表示未来将继续加大 在能源低碳领域的投资。据了解，这家公司计划到2030年在新能源领域投入600亿美元，并实现可再生 能源发电装机量100GW（吉瓦）的目标。"我们希望这些投资是健康、可持续的。"徐忠华说。 我国是世界上最大的清洁能源市场。2024年，我国清洁能源投资规模达6250亿美元，占全球的 1/3；光伏、风电装机容量已连续10年居全球首位。如今，我国建成了全球最大、最完整的新能源产业 链，全球80%的光伏组件和70 ...

Group 1: Standards and Regulations - The recent public notice regarding the proposed mandatory national standard for "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems" is expected to be released in the near future [2][3] - Existing mandatory national standards in the intelligent connected vehicle sector focus on basic safety, including GB 44495-2024, GB 44496-2024, and GB 44497-2024 [3] Group 2: Business Relationships and Revenue - The business relationship between the company and the China Automotive Technology and Research Center (CATARC) is defined as a client-supplier relationship, with CATARC accounting for approximately 18% of the company's annual revenue in 2024 [3][4] - The commercial vehicle segment currently represents about 10% of the company's revenue, with potential for growth driven by internal capabilities and external market demand [4][5] Group 3: Operational Efficiency - There is potential to improve the utilization rate of the company's first-phase testing facility through refined management practices, including optimizing road scheduling and staggered testing arrangements [6] - The second-phase testing facility in the Yangtze River Delta has completed 85.04% of its budgeted investment and is expected to incur fixed operating costs of approximately 45 million yuan this year [9] Group 4: Market Demand and Growth - The company experienced rapid revenue growth in the first quarter, attributed to increased industry demand for R&D testing as the automotive sector transitions to smart and electric vehicles [7] - The expansion of testing demand is supported by new policies and market needs, particularly in emerging markets such as the Middle East and Southeast Asia [5] Group 5: Pricing and Competition - The company employs a differentiated pricing strategy based on client needs and business scale, with testing fees ranging from millions to tens of millions of yuan depending on the vehicle and testing requirements [10] - Competitive pricing pressures may arise, but the company aims to maintain its value proposition through quality service rather than engaging in price wars [10] Group 6: Corporate Governance and Management - The State-owned Assets Supervision and Administration Commission (SASAC) evaluates the company's market value management based on multiple indicators, including stock price growth and cash dividend ratios [11][12] - The company plans to expand its workforce to approximately 110 employees by the end of the year, aligning recruitment with operational needs [12]

Market Overview - On July 22, A-shares saw collective gains across major indices, with the Shanghai Composite Index rising by 0.62% to close at 3581.86 points, the Shenzhen Component Index increasing by 0.84% to 11099.83 points, and the ChiNext Index up by 0.61% to 2310.86 points [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 192.86 billion yuan, an increase of 20.15 billion yuan from the previous day, with over 2500 stocks rising and more than 100 stocks hitting the daily limit for the second consecutive day [2] Sector Performance - The sectors that performed well included hydropower, engineering machinery, coal, steel, pork, and liquor, while sectors such as gaming, banking, and PCB concepts saw declines [2] - Specifically, the coal sector experienced a rapid increase in the afternoon, while the banking sector mostly adjusted downwards [2] International Market - In the U.S. stock market on July 22, the Dow Jones Industrial Average rose by 179.37 points (0.4%) to 44502.44 points, while the S&P 500 increased by 4.02 points (0.06%) to 6309.62 points. The Nasdaq Composite Index fell by 81.49 points (0.39%) to 20892.69 points [4][5] - In Europe, the FTSE 100 index rose by 10.82 points (0.12%) to 9023.81 points, while the CAC 40 index in France fell by 53.81 points (0.69%) to 7744.41 points, and the DAX index in Germany decreased by 265.90 points (1.09%) to 24041.90 points [4][5] Commodity Prices - International oil prices fell on July 22, with WTI crude oil dropping by $0.99 to $66.21 per barrel (1.47% decline) and Brent crude oil decreasing by $0.62 to $68.59 per barrel (0.90% decline) [4][5] Regulatory Developments - The "Rural Road Regulations" were published, set to take effect on September 15, 2025, aimed at promoting high-quality development of rural roads and supporting rural revitalization and agricultural modernization [6][7] - The regulations emphasize government-led planning, responsibility for county-level governments, and the need for improved road network quality and safety measures [6][7] Industry Initiatives - Shanghai's "Next-Generation Display Industry High-Quality Development Action Plan (2026-2030)" was issued, aiming to build a comprehensive industry system and enhance competitiveness by 2030 [9] - The plan focuses on developing two major technology routes and addressing four core areas to create a complete and resilient industrial chain [9] Gaming Industry - The National Press and Publication Administration approved seven imported games in July, indicating ongoing regulatory activity in the gaming sector [10] Foreign Exchange Market - The Deputy Director of the State Administration of Foreign Exchange stated that there are no significant expectations for the appreciation or depreciation of the RMB, with the market remaining stable and rational [11] Financial Sector Insights - The People's Bank of China reported a rebound in real estate loan growth, with a total balance of real estate loans reaching 53.33 trillion yuan, a year-on-year increase of 0.4% [13] - The report highlighted an increase in both real estate development loans and personal housing loans, indicating a gradual recovery in the real estate sector [13] Institutional Perspectives - Tianfeng Securities noted a significant pullback in bank stock prices since July 11, but maintains a positive long-term outlook for bank valuations due to expected improvements in net interest margins and non-interest income [14] - CITIC Construction pointed out that China's controllable nuclear fusion industry is advancing rapidly, with ongoing project financing and policy support [15][16] Capital Flow - The coal industry saw a net inflow of 2.588 billion yuan, while the internet services sector experienced a net outflow of 4.759 billion yuan [18] - Major stocks with significant net inflows included Changcheng Military Industry and Guizhou Moutai, while Northern Rare Earth and Wolong Electric Drive faced substantial outflows [19]

从倾斜到破局的转型之路 ——解码全球能源投资十年变迁 近期，国际能源署（IEA）发布《2025世界能源投资报告》，此时距该报告首次发布已整整十年。 十年间，全球能源版图经历了深刻重构，投资天平发生了历史性倾斜——2025年全球能源总投资达3.3 万亿美元，其中可再生能源、电网、储能等领域占比达2.2万亿美元，规模恰好是化石能源投资的两 倍。 这组数据不仅印证了全球能源体系的深刻变革，更成为能源转型最真实的"晴雨表"。 十年分水岭：能源投资天平向低碳倾斜 2015年至2025年堪称能源投资的"分水岭"。 国际能源署首席能源经济学家蒂姆·古尔德（Tim Gould）在报告发布会上回顾，十年前国际能源署首次 建立全球能源投资追踪框架时，化石能源投资仍比可再生能源高出30%；而到2025年，这一比例彻底逆 转，可再生能源投资反超50%。 亚洲基础设施投资银行能源战略官员黄薇提供的数据更具代表性，该机构可再生能源投资占比从2016年 的28%跃升至2025年的80%，剩余20%全部投向电网升级。这种"近乎决绝"的转向，印证了清洁能源发 展的不可逆趋势。 投资结构的重构体现在三个维度—— 其一，电力领域成为绝对核心。国际 ...

Group 1: BYD and International Partnerships - BYD officially announced a three-year strategic partnership with Inter Milan, becoming the club's global automotive partner and providing approximately 70 electric vehicles [1] Group 2: Financial Performance of Automotive Companies - Jiangling Motors reported a total revenue of 18.092 billion yuan for the first half of 2025, a year-on-year increase of 0.96%, while net profit attributable to shareholders decreased by 18.17% to 733 million yuan [1] - General Motors' Q2 2025 revenue was 47.122 billion USD, a decline of 1.8%, with net profit attributable to shareholders dropping 35.4% to 1.895 billion USD [4] - Stellantis faced a loss of 2.3 billion euros (approximately 19.3 billion yuan) in the first half of the year, with a 25% year-on-year decline in North American market sales [4] - Hyundai and Kia's electric vehicle exports to the U.S. fell by 88% in the first five months of the year, with Hyundai exporting 3,906 units and Kia 3,250 units [5] Group 3: Market Trends and Changes - Tesla's vehicle registrations in California dropped to 41,138 units in Q2, marking a 21.1% year-on-year decline and the seventh consecutive quarter of decline [3] - Mitsubishi Motors announced the termination of its joint venture with Aerospace Mitsubishi due to the rapid transformation of the Chinese automotive industry [6] Group 4: New Product Launches - Wuling officially launched the 2026 model of the Wuling Xingchi, with two configurations priced at 52,800 yuan and 66,800 yuan, respectively, and cumulative sales exceeding 80,000 units since launch [2]

7月17日，第三届中国国际供应链促进博览会清洁能源链专题会上，国家能源局资质中心主任陈涛披 露，今年1~5月全国核发绿证10.93亿个，累计核发量已突破60亿个。目前，中国绿证核发质效、交易规 模与应用场景均实现显著突破，配套政策机制持续健全，标志着我国绿色能源市场化进程提速。 在全球气候治理的大背景下，中国可再生能源发展成效显著。截至3月底，全国可再生能源装机达19.66 亿千瓦，同比增长24%，占全国总装机比重达57.3%，占全球可再生能源装机超40%，为全球低碳转型 提供了坚实支撑。陈涛指出，中国已成为全球能源转型的关键推动者，正逐步成为全球绿色发展新高 地。 三是加强国际合作，提升全球认可度。推动绿色电力标准国际化，深化与欧盟等地区的绿证互认；加强 与RE100等国际组织的协作，帮助企业突破绿色壁垒，增强国际竞争力。 "中国将深度融入国际绿色贸易体系，以绿证制度创新为全球气候治理贡献'中国智慧'。"陈涛说。 陈涛介绍，作为全球最大可再生能源开发利用国，中国正着力打造全球最大绿证市场，并计划从三方面 深化建设： 一是完善核发交易机制，稳定市场供给。大力推进分布式可再生能源发电项目绿证核发，按照先行先 试 ...

成都稳定开行的班列中，以西向的中欧班列（成渝）、南向的西部陆海新通道班列、东向的"长江 班列"等为主。7月22日，随着"北向班列"和"大湾区精品班列"两趟新班列开行，四川的铁路运输通道网 络进一步完善。 一直以来，四川1000公里以上的中长途货运，公路占比高，拉高了物流成本。推进中长途距离运 输"公转铁"是大势所趋。两趟新开班列，将为四川带来什么？ 提质降本 每年由公路转移到铁路运量160万吨以上，预计年降本4亿元 昨日，两列满载元明粉、钛精矿的"北向班列"分别从成都、攀枝花启程前往山东青岛、淄博，装载 电子设备、汽车零配件等货物的回程班列同一时间从青岛驶向成都。 四川到山东，运输距离约2000公里，目前物流运输95%以上依靠公路。蜀道班列分公司总经理罗胜 介绍，这条线上大多是零散个体物流承担货运，不仅运价波动较大，货运物流组织化程度也较低。 "北向班列"的开通，意在打造四川首条"公转铁"示范线路，每周开行2—3列。罗胜算了一笔账：当 前四川至山东年铁路运量约41万吨，预计初期可促使"公转铁"运量转移40万吨—80万吨/年，远期可达 80万吨—100万吨/年，按照运输费用、间接成本、资源利用等降本要素测算，预 ...

智通财经APP获悉，日本首相石破茂在近期选举中遭遇历史性挫败后，将于周三举行40年期政府债券拍卖，这将成为检验投资者对超长 期债券兴趣的首个关键测试。 当前市场正密切关注日本财政政策走向，石破茂为安抚不满选民，市场预期政府可能扩大支出，而作为全球负债最重发达国家之一的日 本，其债券前景已引发投资者担忧，资产互换利差的扩大正反映出这种财政轨迹的隐忧。 市场分析指出，拍卖遇冷与石破茂政府面临的财政压力密切相关。尽管日本政府在2025财年预算中计划发行约28.65万亿日元的新国 债，相较于上一财年有所减少，但庞大的债务规模仍让投资者心存顾虑。 日本政府的财政支出计划在2025财年达到了新的高度。预算总额达115.54万亿日元，创历史新高。其中，社会保障费用因人口老龄化加 剧而增至38.28万亿日元，国债偿还和利息支付费用也达到了28.22万亿日元。这些数据表明，日本政府在努力平衡经济发展与社会福利 的同时，也面临着巨大的财政压力。 冈三证券首席债券策略师长谷川直哉指出："选举虽已落幕，但政策不确定性仍存。市场担忧财政扩张方向将加剧超长期债券收益率上 行压力。"他预计此次拍卖需求可能较为疲软。近期日本债券收益率已因政 ...

李国英调研西藏水利工作 智通财经7月23日电，据"中国水利"公众号消息，7月19日至22日，水利部党组书记、部长李国英在西藏 自治区调研水利工作。他强调，要深入贯彻习近平总书记"节水优先、空间均衡、系统治理、两手发 力"治水思路和关于治水重要论述精神，认真落实《中共中央办公厅 国务院办公厅关于全面推进江河保 护治理的意见》，立足西藏区情水情，统筹高质量发展和高水平安全，加快完善城市防洪体系、重大水 利工程建设、灌区现代化建设与改造，为促进西藏长治久安和高质量发展提供有力的水安全保障。 李国英先后深入雅鲁藏布江及拉萨河、年楚河等流域拉萨市、日喀则市、萨迦县、拉孜县、昂仁县、白 朗县、江孜县，调研江河流域保护治理，拉萨、日喀则城市防洪工程，帕孜水利枢纽工程（在建）、满 拉水利枢纽工程，满拉灌区、萨迦蓄水灌溉系统。 李国英指出，要深入贯彻落实习近平总书记"两个坚持、三个转变"防灾减灾救灾理念，坚持系统观念， 树牢底线思维、极限思维，预字当先、以防为主，以流域为单元，统筹上下游、左右岸、干支流，充分 发挥流域上游水库拦洪削峰作用，加快河道整治和堤防达标建设，完善流域防洪工程体系。构筑气象卫 星和测雨雷达网、雨量站网、 ...