Market News - US stock indices closed mixed, with the Dow down 0.37%, Nasdaq up 0.03%, and S&P 500 down 0.07% [1] - Oil stocks rose, with Schlumberger up over 4%, BP and Chevron up over 3% [1] - International oil prices slightly increased, with WTI crude oil up 0.37% at $68.18 per barrel and Brent crude up 0.62% at $70.01 per barrel [1] - The Nasdaq Golden Dragon China Index rose 0.71%, with notable gains in companies like Daqo New Energy up over 10% and Tiger Brokers up over 8% [1] Industry Insights - On July 8, Upwind New Materials announced that Zhiyuan Robotics plans to acquire at least 63.62% of its shares, changing the controlling shareholder to Zhiyuan Robotics and its management team [2] - Zhiyuan Robotics has developed a leading "robot body + AI" technology stack, with expected shipments reaching thousands of units by 2025 [2] - The humanoid robot industry is anticipated to enter a critical phase in 2025, driven by advancements in component performance and cost reduction [2] - The market for embodied intelligence is expected to grow significantly, potentially exceeding one trillion yuan by 2026 [2] Policy Developments - On July 8, the National Development and Reform Commission, Ministry of Industry and Information Technology, and National Energy Administration issued a notice to promote zero-carbon park construction [3] - The initiative aims to accelerate the transformation of energy use in parks, encouraging renewable energy development and green electricity supply models [3] - Zero-carbon park construction is seen as a key strategy for achieving carbon neutrality, focusing on energy structure transformation and technological innovation [3] Technological Advancements - Hangzhou has solicited opinions on measures to support brain-like intelligent future industry innovation, emphasizing the development of brain-computer interface and brain-like computing technologies [4] - Brain-computer interfaces are expected to revolutionize human-machine interaction, with applications initially focused on medical rehabilitation and later expanding to education and entertainment [4] - Non-invasive brain-computer interface products are already on the market, while invasive technologies are still in the registration or clinical research stages [5]

Group 1: Financial Market Developments - The People's Bank of China is actively researching measures to promote the RMB bond market as a global high-quality liquid asset [1] - The central bank aims to enhance cross-border investment and financing convenience, including establishing a one-stop account opening platform for foreign investors [1] - As of May, 835 foreign institutional investors have entered the interbank bond market through the Bond Connect, with a total of 1,169 foreign investors from nearly 80 countries and regions [5] Group 2: Offshore Repo Market Expansion - The PBOC plans to optimize the offshore repo business mechanism under the Bond Connect to facilitate liquidity management for foreign investors [2] - The scope of tradable currencies for offshore repos will expand from RMB to include USD, EUR, HKD, and other currencies [2] - The Hong Kong Central Moneymarkets Unit (CMU) will adopt international practices by removing the freeze on pledged securities to enhance liquidity [2] Group 3: Early Childhood Education Initiatives - Seven departments in China have jointly issued opinions to accelerate the construction of a universal childcare service system, establishing a "1+N" model [3][4] - The "1" refers to a comprehensive childcare service center, while "N" includes various forms of childcare services to meet diverse community needs [3] - The initiative includes providing free or low-cost facilities for childcare services, utilizing existing community resources [4] Group 4: Zero-Carbon Park Development - The National Development and Reform Commission and other departments have issued a notice to support the construction of zero-carbon parks [8][9] - The initiative encourages local governments to provide financial support for zero-carbon projects through special bonds and long-term credit from policy banks [8] - The plan includes promoting renewable energy development and direct green electricity supply models in industrial parks [9] Group 5: AI Industry Support - Hangzhou is soliciting opinions on measures to support the industrialization of brain-like intelligence projects [10] - The city aims to strengthen the innovation chain around the brain-like intelligence industry and support companies in scaling up [10] - The initiative encourages the development of core technological capabilities with independent intellectual property rights [10] Group 6: Government Cloud Market Growth - The IDC report indicates that China's government cloud market is projected to reach 93.94 billion RMB in 2024, with an 18.4% year-on-year growth [11] - The dedicated government cloud market is expected to grow by 19.0%, reaching 66.33 billion RMB [11] - The public government cloud market is anticipated to grow by 12.2%, reaching 17.24 billion RMB [11]

Core Insights - Suzhou Rural Commercial Bank has successfully launched the "School Canteen Fund Supervision Platform" in collaboration with the Wujiang District Education Bureau, aimed at enhancing fund management efficiency and transparency through comprehensive oversight of school canteen expenditures [1][2] Group 1: Platform Features - The asset management platform covers various aspects including canteen procurement, salary disbursement, student meal fee payments, and multi-level report query services [1] - The platform integrates directly with the Sunshine Canteen system, allowing canteen administrators to confirm order data, which is then verified by financial personnel for fund disbursement, creating a fully electronic audit trail [1] - The salary disbursement feature includes a trial calculation function that automatically computes necessary deductions such as social security and housing fund, generating detailed pay slips with a single click [1] Group 2: Collaborative Efforts - The project was made possible through the collaboration of multiple departments within the bank, including the Network Finance Department, Financial Technology Department, Retail Banking Department, Transaction Banking Department, and Corporate Banking Department [2] - The platform establishes a closed-loop management system for canteen funds, utilizing bank custody, special account accounting, and timely disbursement functions to enhance fund security [2] - The Education Bureau can monitor real-time balances, fund transfer details, and carryover situations of each school's supervisory account, addressing issues of unclear fund flow and weak oversight in traditional models [2]

此番三部门印发的《关于开展零碳园区建设的通知》(下称《通知》)提出八方面重点任务，并创新提 出"单位能耗碳排放"(即园区内每消费一吨标准煤的各类能源所排放的二氧化碳量)，作为评判零碳园区 的核心指标，引导园区在保障企业发展和用能的前提下，通过努力使碳排放达到"近零"水平。 在资金保障方面，《通知》提出将统筹利用现有资金渠道支持零碳园区建设，鼓励各地区对零碳园区建 设给予资金支持，鼓励政策性银行对符合条件的项目给予中长期信贷支持。同时，支持符合条件的企业 发行债券用于零碳园区建设。 中新社北京7月8日电 (记者王梦瑶)中国国家发改委、工业和信息化部、国家能源局近日印发文件开展零 碳园区建设，破局当前绿色转型难题。 零碳园区是指通过规划、设计、技术、管理等方式，使园区内生产生活活动产生的二氧化碳排放降 至"近零"水平，并具备进一步达到"净零"条件的园区。 国家发改委有关负责人介绍，当前，中国已进入实现碳达峰目标、加紧经济社会发展全面绿色转型的关 键期，面临着新能源消纳压力增大、高耗能行业深度降碳困难、低碳零碳负碳技术推广应用受限等挑 战，亟待通过政策创新、技术创新、模式创新实现"破局"。 （文章来源：中国新闻网） ...

《通知》提出，国家发展改革委将统筹利用现有资金渠道支持零碳园区建设，鼓励各地区对零碳园区建 设给予资金支持，通过地方政府专项债券资金等支持符合条件的项目。鼓励政策性银行对符合条件的项 目给予中长期信贷支持。支持符合条件的企业发行债券用于零碳园区建设。 《通知》明确，在综合考虑能源禀赋、产业基础、电力安全可靠供应、减碳潜力等因素基础上，各地区 发展改革委要会同本地区工业和信息化、能源主管部门等推荐有条件、有意愿的园区建设国家级零碳园 区。 ● 本报记者 欧阳剑环 在重点任务方面，《通知》提出，调整优化园区产业结构。鼓励园区加快自身产业结构优化调整，布局 发展低能耗、低污染、高附加值的新兴产业，探索以绿色能源制造绿色产品的"以绿制绿"模式。支持高 载能产业有序向资源可支撑、能源有保障、环境有容量的园区转移集聚，探索深度降碳路径。 国家发展改革委7月8日消息，国家发展改革委、工业和信息化部、国家能源局日前印发《关于开展零碳 园区建设的通知》，明确了加快园区用能结构转型、大力推进园区节能降碳等八项重点任务，旨在支持 有条件的地区率先建成一批零碳园区，逐步完善相关规划设计、技术装备、商业模式和管理规范，有计 划、分步骤 ...

近日，国家发展改革委等三部门印发《关于开展零碳园区建设的通知》。《通知》提出，支持有条件的 地区率先建成一批零碳园区，有计划、分步骤推进各类园区低碳化零碳化改造。 《通知》提出，加快园区用能结构转型，因地制宜发展绿电直连、新能源就近接入增量配电网等绿色电 力直接供应模式，推动园区供热系统实现清洁低碳化。实施节能降碳改造和用能设备更新，鼓励企业建 设极致能效工厂、零碳工厂。 同时，调整优化园区产业结构，鼓励园区加快自身产业结构优化调整，布局发展低能耗、低污染、高附 加值的新兴产业，探索"以绿制绿"模式，支持高载能产业有序转移集聚。健全园区废弃物循环利用网 络，加强各类废弃物的资源化利用。完善升级园区基础设施，系统推进电力、热力、燃气、氢能、供排 水、污染治理等基础设施的建设改造，完善园区绿色建筑、绿色交通基础设施。 中国国际工程咨询有限公司副总经理潘小海认为，零碳园区建设涉及能源、建筑、制造、金融、运营等 多个行业和领域的深度融合，将催生一批具备综合竞争力的综合能源服务商，通过创新的金融模式、运 维模式以及能源服务模式，吸引更多社会资本进入绿色低碳领域，形成投资规模效应，推动商业模式的 深层次变革。 《通知》明 ...

[Table_Title] 每日复盘 分行业看，30 个中信一级行业普遍上涨；表现相对靠前的是：通信 （2.78%），建材（2.11%），电力设备及新能源（2.10%）；表现相对靠后的 是：电力及公用事业（-0.25%），银行（-0.23%），交通运输（0.16%）。概念 板块方面，多数概念板块上涨，英伟达、BC 电池、PCB 等大幅上涨；肝素、 昨日触板、退税商店等板块走低。 资金筹码方面，主力资金 7 月 8 日净流入 114.50 亿元。其中超大单净流 入 151.39 亿元，大单净流出 36.89 亿元，中单资金净流出 148.69 亿元，小 单持续净流入 34.29 亿元。 7 月 8 日，上证 50、沪深 300、中证 500 以及中证 1000 等 ETF 大部分成 交额较上一交易日增加。华夏上证 50ETF、华泰柏瑞沪深 300ETF、嘉实沪深 300ETF、易方达沪深 300ETF、南方中证 500ETF、南方中证 1000ETF 和华夏中 证 1000ETF 成交额分别为 13.02 亿元、24.74 亿元、4.19 亿元、7.76 亿元、 10.07 亿元、10.52 亿元和 2.63 ...

Group 1 - The State Council issued an opinion on July 8 to promote a mechanism for the regular advancement of key matters, emphasizing the management of key item lists and enhanced departmental collaboration [2] - The National Development and Reform Commission, the Ministry of Industry and Information Technology, and the National Energy Administration released a notice on the construction of zero-carbon parks, supporting various stakeholders in exploring paths for high renewable energy supply and consumption [2] - Hangzhou city is soliciting opinions on measures to support the innovation and development of brain-like intelligent future industries, focusing on building a robust industrial chain and enhancing technological capabilities [3] Group 2 - Huayin Power has seen a cumulative turnover rate of 80.95% over the past six trading days, significantly higher than the industry average [5] - Juhua Co. expects a net profit increase of 136% to 155% year-on-year for the first half of the year [5] - Shenfen Real Estate anticipates a net profit increase of 1411.7% to 2034.17% year-on-year for the first half of the year [5] - Shengnong Development projects a net profit increase of 732.89% to 830.88% year-on-year for the first half of 2025 [5] Group 3 - The controlling shareholder of Aowei New Materials is planning a change in control, and the stock has resumed trading [6] - Dayang Electric is planning to issue H-shares and list on the Hong Kong Stock Exchange [6] - Deep Wisdom has signed a nearly 100 million yuan supply agreement with an industry leader, marking a significant order in the field of embodied intelligent robots [6]

记者了解到，国家发展改革委将统筹利用现有资金渠道支持零碳园区建设，鼓励各地区对零碳园区建设 给予资金支持，通过地方政府专项债券资金等支持符合条件的项目。鼓励政策性银行对符合条件的项目 给予中长期信贷支持。支持符合条件的企业发行债券用于零碳园区建设。 此外，通知明确，支持园区引入外部人才、技术和专业机构，服务企业节能降碳改造、碳排放核算管 理、产品碳足迹认证等。探索对零碳园区多能互补、多能联供项目实行"一个窗口"审批制度。强化用能 要素保障，在零碳园区范围内创新节能审查和碳排放评价模式，探索实施区域审批或项目备案。加强新 建园区、新能源电源、供电设施等用地用海要素保障。 零碳园区是指通过规划、设计、技术、管理等方式，使园区内生产生活活动产生的二氧化碳排放降 至"近零"水平，并具备进一步达到"净零"条件的园区。通知围绕加快园区用能结构转型、大力推进园区 节能降碳、调整优化园区产业结构、强化园区资源节约集约、完善升级园区基础设施、加强先进适用技 术应用、提升园区能碳管理能力、支持园区加强改革创新等8方面，部署重点任务。 新华社北京7月8日电（记者张晓洁）记者8日获悉，国家发展改革委、工业和信息化部、国家能源局近 日 ...

7月8日，甘肃天水市联合调查组发布关于天水市麦积区培心幼儿园幼儿血铅异常问题调查处置情况的通 报。 经侦查，幼儿园园长朱某琳、投资人李某芳同意该园后厨人员通过网络平台购买彩绘颜料，稀释后用于 部分食品制作。 丧心病狂！无论是出于常识判断，还是外包装明确标识，彩绘颜料都不可食用。 而就是这样的彩绘颜料，竟被做进了孩子的面点当中，颜色"鲜艳"的小点心，成了毒害孩子们的毒点 心，致使孩子们铅中毒。 根据血铅标准认定，该幼儿园251人中铅异常233人、正常18人。重金属伤害着幼儿的脆弱身体。 作为幼儿园从业者，本该对孩子入口的东西慎之又慎、严格把关，反而层层失守，如此严重的后果，令 人错愕、震惊、痛心。 校园食品安全，向来社会关注度极高。涉及到幼儿园更是如此，不仅因为孩子牵连着无数家庭，还因为 未成年群体的特殊性。 目前，公安机关以涉嫌生产有毒、有害食品罪，将朱某琳、李某芳等8人依法刑事拘留，对另外2人依法 采取取保候审强制措施。 这起发生在幼儿园的食品安全事件，暴露了校园食品安全监管的漏洞。忧心忡忡的家长还抛出了众多待 解的疑问：配餐使用颜料从何时开始，这些颜料怎能绕过采购监管进入厨房，日常食品留样检测却没发 现问 ...