Core Viewpoint - The uncertainty surrounding Federal Reserve Chairman Jerome Powell's potential departure has prompted the Trump administration to consider multiple candidates for his successor, with a focus on someone who aligns with Trump's economic agenda [1][2]. Group 1: Succession Planning - Trump has indicated he has "two or three top candidates" in mind to replace Powell but has not disclosed their names [1]. - Discussions have occurred regarding the possibility of appointing Treasury Secretary Steven Mnuchin to serve simultaneously as both Treasury Secretary and Federal Reserve Chairman, which would break a long-standing tradition [1]. - Powell's potential continuation in his role has led to speculation about the administration's approach to selecting a successor who would be compliant with Trump's policies [2]. Group 2: Political Dynamics - The current political climate surrounding the Federal Reserve is more sensitive than usual, with Powell's silence on his future causing frustration among Trump's advisors [2][3]. - Trump's ability to reshape the Federal Reserve Board is limited, as current board member Adriana Kugler's term ends in January, providing only one opportunity to fill a vacancy before Powell's term ends [2]. - The nomination of a new chairman requires Senate approval, and the narrow Republican majority means Trump can afford to lose only three votes [3]. Group 3: Powell's Influence - If Powell remains on the Board, he can still influence interest rate decisions through the Federal Open Market Committee, which consists of 19 members [4]. - The potential new chairman's influence on monetary policy is uncertain, especially if the candidate is not from the current Board [4]. - Powell's established loyalty among current Board members may provide him with leverage, regardless of who succeeds him [4].

Core Viewpoint - The China Securities Investor Services Center has nominated independent director candidates for Shangfeng Cement, marking the second public nomination of independent directors in A-shares, aimed at enhancing the participation of small and medium investors in corporate governance [1][2]. Group 1 - The nomination of independent directors by the China Securities Investor Services Center broadens the sources of nominations and protects the legal rights of small and medium investors [1][2]. - This initiative follows the State Council's April 2023 issuance of guidelines to improve the independent director nomination system, encouraging investor protection institutions to publicly solicit shareholder rights [1]. - The China Securities Investor Services Center's actions represent a shift from "recommendations by a few" to "participation by market entities" in the nomination process [1]. Group 2 - The public nomination enhances the transparency and fairness of independent director elections, effectively safeguarding the rights of small investors in corporate governance [2]. - Shangfeng Cement has announced a shareholder meeting to review the independent director nomination proposal, urging investors to participate in the public solicitation of voting rights [2]. - Investors can find specific participation methods in the solicitation announcement and can express support by voting in favor if they miss the public solicitation [2].

围绕下一届美联储主席人选的博弈正在加剧，鲍威尔对未来去向的沉默，贝森特兼任可能性的浮现，都 为美国货币政策的独立性前景注入了新的变数。 鲍威尔周二在与全球央行行长们的小组讨论中被问及任期问题时，他仅简短回应："关于此事，我无可 奉告。" 据媒体援引知情人士透露，鲍威尔的谨慎态度令特朗普的一些顾问感到沮丧，他们认为这是鲍威尔试图 抵制总统干预货币政策的一种方式。 文艺复兴宏观研究公司的经济研究主管Neil Dutta表示，鲍威尔不明确表态，恰恰是他此刻拥有的"筹 码"。Dutta认为："如果特朗普选择一个对总统要求唯唯诺诺的候选人，这正是鲍威尔可能留在理事会 的动机。" 如果鲍威尔选择留任理事，特朗普在任期内仅有一次预定的理事会席位任命机会，这将严重限制其重塑 美联储的能力。 特朗普周二表示已有"两到三个顶级候选人"接替鲍威尔，但拒绝透露具体人选。据彭博援引知情人士透 露，近几周来特朗普的顾问甚至与他讨论了让财政部长贝森特同时担任美联储主席的可能性。这将是自 1935年两职分离以来的史无前例之举。 鲍威尔将可以继续在由19人组成的联邦公开市场委员会（FOMC）中对利率决策施加影响，并可能团结 那些与他共事多年的 ...

独立董事提名人声明与承诺 提名人朱蓉娟， 现提名祖启为北海国发川山生物股份有限公司第十 一 届董事 会独立董事候选人， 并已充分了解被提名人职业、 学历、 职称、 详细的工作经历、 全部兼职、 有无重大失信等不良记录等情况。 被提名人已同意出任北海国发川山 生物股份有限公司第十 一 届董事会独立董事候选人（参见该独立董事候选人声 明）。 提名人认为， 被提名人具备独立董事任职资格， 与北海国发川山生物股份 有限公司之间不存在任何影响其独立性的关系， 具体声明并承诺如下： 一、 被提名入具备上市公司运作的基本知识， 熟悉相关法律、 行政法规、 规 章及其他规范性文件， 具有5年以上法律、 经济、 会计、 财务、 管理或者其他履 行独立董事职责所必需的工作经验。 被提名人已经参加培训并取得证券交易所认可的相关培训证明材料。 、 上海证券交易所自律监 管规则以及公司章程有关独立董事任职资格和条件的相关规定； （四）中共中央纪委、 中共中央组织部《关千规范中管干部辞去公职或者退 （离）休后担任上市公司、 基金管理公司独立董事、 独立监事的通知》的规定 （如适用）； （五）中共中央组织部《关千进 一 步规范党政领导干部 ...

Core Points - The article outlines the independent director system of Zhejiang Zhangguang Industrial Co., Ltd, aiming to enhance corporate governance and ensure compliance with relevant laws and regulations [1][2][3]. Group 1: General Provisions - The independent director is defined as a board member who does not hold any other position in the company and has no direct or indirect interests that could affect their independent judgment [2][3]. - Independent directors have a duty of loyalty and diligence to the company and all shareholders, and they must perform their responsibilities in accordance with laws, regulations, and the company's articles of association [2][3]. - The proportion of independent directors on the board must not be less than one-third, including at least one accounting professional [2][3]. Group 2: Qualifications of Independent Directors - Independent directors must maintain independence and cannot be individuals who have certain relationships or interests with the company or its major shareholders [5][6]. - Specific disqualifications include holding more than 1% of the company's shares, being employed by major shareholders, or having significant business dealings with the company [5][6]. - Independent directors must have at least five years of relevant work experience and possess basic knowledge of corporate operations and relevant laws [6][7]. Group 3: Nomination and Election of Independent Directors - The board of directors or shareholders holding more than 1% of the company's shares can propose candidates for independent directors, subject to election by the shareholders' meeting [11][12]. - The nomination process requires the consent of the nominee and a thorough understanding of their qualifications and independence [11][12]. Group 4: Responsibilities and Duties of Independent Directors - Independent directors are responsible for participating in board decisions, supervising potential conflicts of interest, and providing professional advice to enhance decision-making [18][19]. - They have the authority to independently hire intermediaries for audits or consultations and can propose the convening of shareholder meetings [19][20]. - Independent directors must attend board meetings and can delegate their voting rights to other independent directors if unable to attend [22][23]. Group 5: Performance and Reporting - Independent directors are required to submit annual reports detailing their attendance at meetings, participation in committees, and communication with shareholders [15][16]. - The company must provide necessary support and resources for independent directors to fulfill their duties effectively [32][33]. Group 6: Compensation and Rights - Independent directors are entitled to compensation that reflects their responsibilities, which must be approved by the board and disclosed in the annual report [36][37]. - The company must ensure that independent directors have equal access to information and resources necessary for their roles [33][34].

第一条 为进一步完善深圳市豪鹏科技股份有限公司（以下简称"公司"） 的治理结构，促进公司规范运作，为独立董事履职创造良好的工作环境，根据《中 华人民共和国公司法》 《上市公司独立董事管理办法》 （以下简称《管理办法》）、 《上市公司治理准则》《深圳证券交易所股票上市规则》《深圳证券交易所上市 公司自律监管指引第 1 号—主板上市公司规范运作》等法律、法规以及规范性文 件和《深圳市豪鹏科技股份有限公司章程》（以下简称《公司章程》）的相关规 定，制定本制度。 第二条 独立董事是指不在公司担任除董事外的其他职务，并与公司及其 主要股东、实际控制人不存在直接或者间接利害关系，或者其他可能影响其进行 独立客观判断关系的董事。 第三条 独立董事对公司及全体股东负有忠实与勤勉义务，并应当按照相 关法律法规、中国证券监督管理委员会（以下简称"中国证监会"）、深圳证券 交易所（以下简称"深交所"）业务规则、《公司章程》和本制度的要求，认真 履行职责，在董事会中发挥参与决策、监督制衡、专业咨询作用，维护公司整体 利益，保护中小股东合法权益。 第四条 独立董事应当独立履行职责，不受公司主要股东、实际控制人或者 其他与公司存在利害关 ...

Core Insights - The article discusses the competitive landscape between China and the United States in the clean energy sector, highlighting China's significant advancements and investments in renewable energy technologies [1][3][4]. Group 1: China's Clean Energy Dominance - China installed more wind turbines and solar panels last year than the rest of the world combined, indicating its leading position in the clean energy market [3]. - Chinese companies are expanding their clean energy footprint globally, constructing electric vehicle and battery factories in countries like Brazil, Morocco, and Hungary [3][4]. - Despite high coal consumption, China is rapidly transitioning to cleaner energy alternatives, dominating global manufacturing in solar panels, wind turbines, lithium batteries, and electric vehicles [4][5]. Group 2: U.S. Energy Strategy - The U.S. government, under President Trump, is focusing on maintaining reliance on fossil fuels, promoting the export of oil and natural gas, and investing in traditional energy sources [3][6]. - The U.S. strategy is based on the belief that the modern world is built around fossil fuels, and it aims to leverage its position as the largest oil producer and natural gas exporter [4][6]. - There is a growing concern that the U.S. has lost its competitive edge in the clean energy race, with policymakers realizing too late the extent of China's advancements [5]. Group 3: Future Energy Landscape - The global demand for energy is expected to increase, creating opportunities for both solar energy and fossil fuels in the short term [6]. - The International Energy Agency predicts that by the middle of this century, the share of oil, gas, and coal in global energy demand will fall below 60%, positioning China to capture new market opportunities [6].

白宫新闻秘书卡罗琳·莱维特当天在新闻发布会上表示，特朗普将图表发给了美联储。 7月1日，特朗普在总统专机"空军一号"上表示，对于下一任美联储主席，他有"两个或三个人选"，但没 有提供更多信息。 新华社北京7月2日电 综述｜特朗普频繁施压美联储 鲍威尔坚持货币政策"非政治化" 新华社记者刘轶芳 美国总统特朗普本周连续发声，要求美国联邦储备委员会进一步降息，并以下一任美联储主席人选的话 题对现任主席鲍威尔施压。鲍威尔回应称，美联储货币政策必须"完全非政治"，重申央行仍在观察美国 关税带来的影响，而后再进一步决策。 特朗普6月30日在他的社交媒体平台上发布一张图表，声称美国是全球关键利率水平最高的央行之一。 特朗普还在该图表上手写评论，批评鲍威尔让美国损失数以千亿计美元，称"你应该大幅降低利率"，并 在图表中将美国应设利率标注在1%左右位置。特朗普在贴文中称，美联储"应该为自己允许这种情况发 生在美国而感到羞耻"。 高盛日前上调美国2025年利率预测，预计9月、10月和12月将分别降息25个基点，原因是关税影响减弱 和劳动力市场疲软。花旗集团和富国银行也预计美联储将在2025年降息75个基点，瑞银预测降息100个 ...

Group 1 - Ernst & Young LLP (EY) informed Shell plc that it was not in compliance with SEC auditor independence rules for the audits of the years ended December 31, 2023 and 2024, leading to the need for amended Form 20-Fs [1][2] - The financial statements for 2023 and 2024 remain unchanged despite the amendment, and EY's audit opinions are still unqualified [1][5] - EY determined that the lead audit partner for the applicable years had exceeded the allowed period under SEC audit partner rotation rules, making them ineligible for the role [3] Group 2 - A different partner has been assigned by EY to lead the audit, and it has been concluded that no changes to the previously issued financial statements are necessary [4] - The appropriate remediation has been completed, allowing EY to exercise objective and impartial judgment regarding the US audit opinions in the amended Form 20-Fs [4] - The time limitations under the UK Financial Reporting Council's Revised Ethical Standard regarding partner rotation were also exceeded, but no amended filings are required in the UK [7]

本文来自微信公众号：薯仔在发呆，作者：HenryYang，头图来自：AI生成 如果要问当代互联网从业者，特别是在大厂工作的朋友，最期待的一件事是什么？那大概率得到的回答会是——拿礼包。对于一年前的我，拿礼包也算是 top3 希望发生的事了，具体原因暂且按下不表了（给自己挖个坑，后面有机会再写一写填上）。 没想到后来还真就收到礼包了，虽然 N+1 算下来并没有网友们流传的那么多，但也就权当是提前发年终奖了吧。 虽说之前一边期待拿礼包，一边准备后路，但是因为各种原因并没有找到合适的机会，这下礼包到手了，又有点迷茫了。 思考了几天后，突然发现，好家伙，能做的事也太多了，脑图都快给撑爆了。 在大厂工作期间，几乎找不到什么时间可以做自己的事情，全身心都投入到主业上了，工作日平均 995，到了家也就只想躺着；虽说有双休，脑子里也都 是想着除了日常的需求之外还能做哪些"分外之事"，结果是事没做什么，心里却累得不行。 离职后倒好了，一天下来除了吃饭睡觉带娃，剩下的时间完全回到自己身上，有足够的时间思考自己需要做什么，这种突然涌入的幸福感实在是难以言 表。 现在回头看看，这十个月以来总共做了四件事： 最开始做独立开发，其实并没 ...