7月9日，在多家车企宣布执行"60天账期"即将满月之际，工信部在"全国违约拖欠中小企业款项投诉平 台"开通了"重点车企践行账期承诺线上问题（建议）反映窗口"，主要受理四类涉及车企拖欠供应商账 款的问题。 21世纪经济报道郭晓洁 广州报道 多位车企供应商负责人向21世纪经济报道记者反映，当前，并非所有类型的供应商都被纳入"60天账 期"覆盖范围。材料类供应商或已初步受益于新规红利，但设备、基建工程等领域的实际付款周期依然 较长，部分企业甚至需等待1年以上才能完成确权与回款。 事实上，车企账期问题只是众多产业供应链上下游博弈的一个缩影。多年来，部分大型企业利用自身强 势地位设置长账期，进一步挤压中小企业的现金流空间，其中尤其值得关注的是长期困扰中小企业的名 义账期之外的"隐形账期"问题。 随着监管趋严和行业自律加强，大型企业的名义账期虽有所缩短，但"隐形账期"却以新的形式出现，成 为中小企业现金流管理的新挑战。 这场大型企业与中小供应商之间的博弈，不仅影响产业链的健康运行，也使中小企业陷入了融资难的困 境。 "看不见"的账期 实际上，在车企集中宣布缩短账期之前，央企国企已在监管压力下率先展开多轮整改，合同账期普遍 ...

Core Viewpoint - NASA's announcement of cutting over 2,000 senior employees reflects significant budget cuts and project cancellations, indicating a potential decline in the U.S. space exploration sector and its global technological leadership [1][3][4]. Policy Impact - The large-scale layoffs and budget reductions are primarily driven by pressures from the Trump administration, which aims to streamline government operations and control fiscal spending, but this strategy may undermine the U.S.'s global technological dominance [3][4]. - The cancellation of numerous scientific projects, including significant initiatives like the James Webb Telescope and Mars sample collection, poses a direct threat to scientific progress and may lead to a loss of top talent in the U.S. scientific community [3][4][6]. International Competition - As the U.S. reduces its space investment, other nations, particularly China, the EU, and India, are increasing their space exploration efforts, which could lead to a shift in global space competition dynamics [4][8]. - The potential decline in U.S. space capabilities may result in a loss of international influence and technological leadership, as other countries advance their space programs [4][8]. Domestic Impact - The layoffs will have a profound effect on the U.S. job market and the technological ecosystem, as senior scientists, managers, and engineers are critical to innovation and organizational stability [6][8]. - The morale within NASA may suffer due to the layoffs, leading to further talent attrition and a decline in the competitive edge of the U.S. space sector [6][8]. Long-term Considerations - Space exploration is not merely a government expenditure but a vital driver of technological innovation, impacting various sectors such as satellite communications and weather forecasting [8][9]. - The militarization of space and competition for resources necessitate a robust U.S. presence in space; reducing investment could jeopardize national security and strategic advantages [8][9]. - The current layoffs signal a need for the U.S. to reassess its space strategy, balancing short-term fiscal pressures with long-term technological capabilities to maintain its leadership position [8][9].

7月9日，备受瞩目的2025星图低空云发展大会在合肥白金汉爵大酒店成功举办。本次论坛以"以天强空 以算制空 智守空域 安筑低空"为主题，由中国交通运输协会、中国信息协会、中国航空运输协会指导， 中科星图股份有限公司主办，中科星图低空云科技有限公司、中科星图智源科技(安徽)有限公司、中科 星图智慧科技有限公司、杭州海康威视数字技术股份有限公司承办，中科星图维天信科技股份有限公 司、中科数测(无锡)科技有限公司、中科星图创奇科技有限公司、中科星光信息技术有限公司、中科星 图慧安科技有限公司、南京中科华兴应急科技研究院有限公司、峰飞航空科技(昆山)有限公司、上海天 泽投资控股集团股份有限公司、上海啸翔通用航空服务有限公司协办。云集空天信息领域的专家、学 者、企业家及业界精英等逾800人参会，聚焦筑牢低空安全防线，携手推动低空经济实现可持续发展！ 运筹帷幄 领航低空未来 民航空管领域的资深专家、原中国民用航空第二研究所党委书记 张瑞庆对大会的召开表示热烈祝贺， 他表示，低空经济正加速融入经济社会发展血脉，需要以安全筑基、以创新护航、以协同固本。各位领 导、专家和同仁以此次大会搭建的高端对话平台为契机，聚焦低空经济"安 ...

Group 1 - The survey conducted by the market research company indicates that nearly 40% of Japanese respondents plan to stay at home during summer vacations due to record high temperatures and rising prices [1] - The proportion of respondents planning to spend their vacation at home reached 37.5%, an increase of 0.6 percentage points compared to a similar survey in 2024 [1] - Only 3.3% of respondents indicated plans for outdoor activities such as camping or barbecuing, a decrease of 1.4 percentage points from 2024 [1] Group 2 - The average budget for summer vacations among Japanese respondents is 57,284 yen (approximately 2,809 RMB), marking a 2.2% decrease from the previous year and the second consecutive year of decline [1] - Factors such as high temperatures, rising prices, and yen depreciation have affected 70.1% of respondents' summer plans [1] - The Japan Meteorological Agency reported that June was the hottest on record since 1898, with heat warnings issued for multiple regions [2]

Core Viewpoint - China Satellite (600118) is expected to report a significant loss in the first half of 2025, with a projected net loss of between 21.2 million to 41.2 million yuan, a stark decline from a profit of 8.5 million yuan in the same period last year [1][2]. Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of between -41.2 million yuan and -21.2 million yuan for the first half of 2025, indicating a shift from profitability to loss [1]. - The expected net profit after deducting non-recurring gains and losses is projected to be between -47.3 million yuan and -25.3 million yuan [1][2]. - The 2024 annual report indicated a net profit decline of 82.28% to 27.914 million yuan, with a 96.67% drop in net profit excluding non-recurring items, highlighting ongoing financial pressure [3]. Group 2: Reasons for Performance Decline - The decline in performance is attributed to fewer contracts meeting acceptance conditions in satellite manufacturing, leading to a decrease in recognized revenue while operational expenses continue to rise [2]. - Although there was a significant increase in the delivery of aerospace components, the majority were low-margin commercial space products, contributing minimally to profit [2]. - The competitive landscape has intensified due to the influx of private capital in commercial aerospace, necessitating a restructuring of profit models for traditional aerospace companies [3]. Group 3: Strategic Response - The company plans to accelerate the implementation of key projects and task deliveries, focusing on industry user needs and optimizing products and services [2]. - Efforts will be made to explore new avenues in commercial aerospace and satellite applications while enhancing cost management and risk control [2]. - China Satellite is actively participating in low-orbit internet construction projects, providing various products and services, including electronic products and communication terminals [3].

Core Viewpoint - Shandong Province is experiencing a prolonged period of high temperatures, with forecasts indicating that this trend will continue for the next ten days due to the influence of subtropical high pressure [1] Summary by Relevant Sections - **Current Weather Conditions** - Since July 3, Shandong has been under a heatwave, characterized by high temperatures and humidity, leading to a muggy feeling [1] - The peak of the heat occurred from July 3 to July 6, with inland areas recording maximum temperatures between 36 to 39 degrees Celsius, and some locations exceeding 40 degrees Celsius [1] - The highest recorded temperature was 43.9 degrees Celsius on July 6 in Linyi, specifically in Yancheng Miao Mountain [1] - **Historical Context** - On July 5, the heatwave reached its widest extent, with ten national meteorological observation stations in cities like Weifang, Qingdao, and Yantai breaking historical maximum temperature records for July [1] - **Future Forecast** - The forecast for the next ten days suggests that high temperatures and low rainfall will persist in Shandong, driven by the ongoing influence of subtropical high pressure and continental warm high pressure [1]

Core Viewpoint - The recent high-temperature weather in Shandong province is expected to continue for the next 10 days, with extreme heat conditions and potential impacts on agriculture and energy supply [1][2] Summary by Relevant Sections Weather Conditions - Since July 3, Shandong has experienced sustained high temperatures, with inland areas reaching maximum temperatures of 36 to 39°C, and some areas exceeding 40°C [1] - The highest recorded temperature was 43.9°C on July 6 in Linyi [1] - The most intense heat is anticipated on July 14-15, with inland areas potentially reaching 38 to 40°C, and localized areas exceeding 42°C [2] Impact on Agriculture - The prolonged high temperatures and lack of rainfall are exacerbating soil moisture depletion, leading to potential drought conditions in some areas [2] - Farmers are advised to monitor soil moisture levels and enhance field management practices to mitigate the effects of the heat [2] Energy Supply and Safety Measures - The meteorological department emphasizes the need for energy supply assurance and heat prevention measures during this extreme weather period [2] - There is a risk of severe weather events, including thunderstorms and strong winds, which necessitates safety precautions [2]

Group 1 - Company is a subsidiary of China General Nuclear Power Group, the largest nuclear power group in China and the third largest globally, focusing on uranium resource development and financing [1] - Company aims to become a leading international supplier of natural uranium by capitalizing on the global nuclear power recovery and increasing demand for natural uranium [1] - In 2024, the company expects to have an equity resource of 34,000 tons of uranium (tU) and an equity production of 1,324 tU, with projected revenue of HKD 8.62 billion and net profit of HKD 340 million [1] Group 2 - Company signed a sales framework agreement with CGN Uranium for the years 2026 to 2028, committing to an annual purchase of no less than 1,200 tons of natural uranium [2] - The pricing mechanism for the agreement includes a fixed price component set at USD 94.22 per pound, with annual sales caps of HKD 3.94 billion, HKD 4.40 billion, and HKD 4.56 billion for the respective years [2] Group 3 - China's nuclear power investment is expected to remain robust, with plans to approve the construction of at least 10 new reactors annually starting from 2022, leading to increased uranium demand [3] - As of the end of 2024, China is projected to have 102 operational and approved reactors, surpassing the United States and becoming the world's largest nuclear power market [3] - The company forecasts revenue growth from HKD 9.08 billion in 2025 to HKD 10.94 billion in 2027, with net profit expected to rise significantly during the same period [3]

1.【 两大国产 EDA公司谈崩，华大九天宣布终止收购芯和半导体 】 7月9日晚间，国产EDA厂商华 大九天发布公告，宣布终止发行股份及支付现金购买资产并募集配套资金暨关联交易事项。据悉，公 司此前计划通过发行股份及支付现金的方式，收购芯和半导体科技（上海）股份有限公司 100% 股 份，同时募集配套资金。自筹划该交易以来，华大九天严格依照相关法律法规，积极联合各方推进各 项工作。然而，经过协商谈判，交易各方未能就核心条款达成一致。为切实维护公司及全体股东的利 益，经公司审慎研究并与交易各方友好协商，决定终止本次重大资产重组，并授权管理层办理终止相 关的各项事宜。（界面新闻） 2.【思特威推出 3MP车规级CMOS图像传感器新品SC326AT】 7月 10日 消息 ，思特威宣布推出 AutomotiveSensor(AT)Series系列3MP车规级图像传感器性能升级新品——SC326AT。作为思特威 车载系列产品中首颗实现全流程国产化的CMOS图像传感器，SC326AT基于思特威CarSens®-XR工 艺技术打造，采用3.0µm单像素与背照式架构设计，在感度、噪声抑制、高温成像稳定性、功耗控制 等核心性能 ...

王毅会见柬埔寨副首相兼外交大臣布拉索昆 布拉索昆表示，中国是柬埔寨最可靠的朋友。习近平主席今年访柬非常成功，双方决定构建新时代全天 候柬中命运共同体。柬方坚定支持中方提出的三大全球倡议。感谢中方为柬经济社会发展提供的无私帮 助，愿落实好两国领导人达成的共识，深化在贸易、基础设施等领域务实合作，共同打击网赌电诈等跨 国犯罪。感谢中国向柬埔寨提供100%税目产品零关税待遇，这是朋友和兄弟之举，是对柬方的巨大帮 助，同美方对柬加征36%关税形成鲜明对比。柬方愿同美方通过谈判化解分歧，但不会放弃自身原则和 利益，也不会牺牲第三方利益。 智通财经7月11日电，据外交部网站，2025年7月10日，中共中央政治局委员、外交部长王毅在吉隆坡会 见柬埔寨副首相兼外交大臣布拉索昆。 王毅听取了布拉索昆关于柬泰边境形势的介绍，表示柬泰双方立场虽然不尽相同，但都有管控局势、平 息事态的意愿。柬泰是搬不走的邻居，相信一定能秉持以和为贵、与邻为善的精神，妥善处理这一问 题。中方将坚持不偏不倚、公道公允立场，响应当事方需求，为此发挥建设性作用。 王毅说，中柬友好历经国际风云考验，坚如磐石。今年4月，习近平主席对柬埔寨进行具有里程碑意义 的 ...