据气象部门预报，8月3日至5日，华南、西北地区等地有较强降雨，其中广东、甘肃、宁夏部分地区有 暴雨或大暴雨，局地特大暴雨。根据《国家防汛抗旱应急预案》及有关规定，国家防汛抗旱总指挥部决 定于8月3日针对广东、甘肃、宁夏启动防汛四级应急响应，并派出工作组赶赴广东一线协助指导防汛工 作。 ...

Group 1 - The article reports on significant rainfall in southern and northwestern regions of China from August 3 to 5, with Guangdong, Gansu, and Ningxia experiencing heavy to extremely heavy rainfall, and localized areas facing torrential downpours [1] - The National Flood Control and Drought Relief Headquarters has initiated a Level IV emergency response for flood control in Guangdong, Gansu, and Ningxia, and dispatched work teams to assist in flood prevention efforts in Guangdong [1] - The Ministry of Water Resources has issued a red alert for mountain flood disaster risk in 25 counties in Gansu and 6 counties in Qinghai, effective from 20:00 on August 3 to 20:00 on August 4 [1] Group 2 - The Ministry of Water Resources has upgraded the flood defense emergency response from Level IV to Level III for Gansu and Qinghai, emphasizing the need for local water resources departments to strengthen flood prevention responsibilities [1] - Authorities are closely monitoring areas at risk of mountain floods, including populated areas, construction sites, scenic spots, and upstream and downstream of bridges, and are adjusting warning thresholds accordingly [1] - The article highlights the importance of effective monitoring and early warning systems to ensure timely communication of alerts to frontline personnel [1]

智通财经8月3日电，据广东省气象部门监测预报，8月3日至5日，广东将有一次暴雨到大暴雨局地特大 暴雨降水过程，发生中小河流洪水、山洪、地质灾害和城乡内涝等风险较大。根据《广东省防汛防旱防 风防冻应急预案》和广东省防总有关规定，广东省防汛防旱防风总指挥部决定于8月3日11时启动防汛四 级应急响应。 发生中小河流洪水风险较大 广东省启动防汛四级应急响应 ...

Core Viewpoint - The emergency response levels for flood control in the Haihe River basin have been downgraded due to a decrease in water levels and an easing of flood conditions [1] Group 1 - The Haihe Flood Control Headquarters has reduced the flood emergency response from Level III to Level IV as of August 1 at 12:00 [1] - The Haihe Water Resources Commission has also downgraded its flood defense emergency response from Level III to Level IV [1] - The decision was made based on the provisions of the emergency response plans and regulations related to flood and drought disaster prevention [1]

央视网消息：据"淮河水利"微信公众号消息，据预报，8号台风"竹节草"（热带风暴级）将于30日白天 在上海沿海二次登陆。受该台风外围环流影响，7月30日至8月1日，淮河水系中下游、沂沭泗河水系中 东部、山东半岛等地有大到暴雨，局部大暴雨。预计里下河区、山东半岛南部河流将出现涨水过程，暴 雨区内部分中小河流可能发生超警洪水过程。 根据《淮河防总防汛抗旱应急预案》《淮委水旱灾害防御应急预案》，淮河防总、淮委决定于7月30日 12时启动江苏省里下河区、新沂河区和山东半岛防汛四级应急响应、洪水防御Ⅳ级应急响应，同时终止 江苏省里下河区抗旱四级应急响应、干旱防御Ⅳ级应急响应。 ...

根据未来24小时降雨预报及前期实际降雨量分析，省自然资源厅、省气象局7月29日13时30分联合 发布地质灾害气象风险预警，济南市南部、淄博市大部、潍坊市西部、济宁市局部、泰安市大部、滨州 市南部降雨引发地质灾害的可能性较高（黄色预警）。各级政府及有关部门应按照应急预案做好地质灾 害隐患点和风险区巡查监测，落实"三个紧急撤离"等防御工作。社会公众应及时关注地质灾害气象风险 预警信息，谨慎前往地质灾害预警区域。黄色预警区内人员，请随时关注预警信息变化，注意附近警示 标志，避免在沟谷、斜坡、陡崖（坎）等高风险地带逗留。 省防灾减灾救灾委员会办公室7月29日发布灾害综合风险预警。省防减救灾委有关专项机制、各级 各有关部门要切实加强监测预报预警，滚动开展联合会商研判，全面做好新一轮强对流天气过程的防范 应对工作。要充分汲取近期自然灾害事件教训，盯紧盯牢重点部位和重点区域防范，深入开展隐患排查 整治，严密防范可能引发的中小河流洪水暴涨、小型水库漫坝和城市内涝风险，高度警惕可能出现的山 体滑坡、崩塌、泥石流及山洪灾害等，及时发布预警信息，保证预警叫应衔接到位，确保第一时间转移 危险区群众。要加强值班值守和信息报送，强化应急 ...

目前，北京市仍处地质灾害气象风险橙色预警、山洪灾害黄色预警中。请广大市民避免前往山区、 河道等危险地带活动，注意安全。 央视网消息：据北京市应急管理局消息，当前，北京市降雨已减弱。经综合研判，自7月29日21 时，东城、西城、朝阳、海淀、丰台、石景山、大兴区及经开区等区解除防汛一级应急响应；房山、门 头沟、昌平等区降为防汛三级应急响应；平谷降为防汛二级应急响应；延庆、怀柔、密云等区，顺义和 通州的潮白河干流及其管理范围保持防汛一级应急响应。 ...

据北京市气象部门29日上午发布的气象信息，7月28日20时至29日10时，北京全市平均降水量72.2毫 米，城区平均91.0毫米。最大降水量出现在房山阎村站，为196.5毫米。最大降水强度出现在房山前石门 站，29日0时至29日1时降水68.5毫米。 气象部门介绍，目前强降水回波已减弱东移，预计29日中午前后降雨减弱结束。下午至傍晚仍有分散雷 阵雨，呈"面弱点强"特点。其中，西部北部较明显，局地20毫米至50毫米，个别点位50毫米以上，伴有 短时强降水和雷暴大风（局地7至8级），山区有小冰雹，需高度警惕。 新华社北京7月29日电 北京市气象台7月29日7时10分发布暴雨黄色预警信号：预计预警发布时至29日20 时，北京市降雨持续，部分地区小时雨强可达50毫米以上，山区及浅山区出现山洪、泥石流、滑坡等次 生灾害风险较高，低洼地区可能出现积水，请注意防范。北京市防汛指挥部提示，目前北京处于全市防 汛一级应急响应，提醒广大市民非必要不外出。 北京市防汛指挥部提醒，广大市民非必要不外出，确需出行人员请关注出行提醒，遇有积水路段请勿涉 水行车，不要在低洼路段和区域停放车辆。重点危险区域和主要抢险救援道路将实施临时交通管 ...

1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints - On July 29, the silicon - iron 2509 contract closed at 6110, up 3.52%. The Ningxia silicon - iron spot price was reported at 5750, up 80 yuan/ton. The Ministry of Industry and Information Technology will speed up reform, strengthen governance of key industries, and force out backward production capacity. With low - level operation of开工, falling cost of Ningxia semi - coke, and weak overall steel demand expectation, the ferro - alloy production profit is negative. Technically, the 4 - hour cycle K - line is above the 20 and 60 moving averages, and it should be treated as oscillating [2] - On July 29, the manganese - silicon 2509 contract closed at 6212, up 2.78%. The Inner Mongolia manganese - silicon spot price was reported at 5900, up 100 yuan/ton. Manganese - based leading enterprises held a seminar to promote energy conservation and emission reduction, and supply may decline. The manufacturer's operating rate has rebounded for 8 consecutive weeks at a low level, with moderately high inventory. The imported manganese ore port inventory at the raw material end increased by 210,000 tons, and the downstream molten iron output is high. In terms of profit, the Inner Mongolia spot profit is - 90 yuan/ton, and the Ningxia spot profit is - 140 yuan/ton. This month, the steel mill's procurement price has rebounded compared with the tender price. Technically, the 4 - hour cycle K - line is above the 20 and 60 moving averages, and it should be treated as oscillating strongly [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - JM main contract closing price was 1120.50 yuan/ton, up 20.00 yuan; J main contract closing price was 1633.00 yuan/ton, up 24.50 yuan [2] - JM futures contract open interest was 766164.00 lots, down 4719.00 lots; J futures contract open interest was 51893.00 lots, down 464.00 lots [2] - Net open interest of the top 20 JM contracts was - 88934.00 lots, down 1951.00 lots; net open interest of the top 20 J contracts was - 4147.00 lots, up 1177.00 lots [2] - JM 1 - 9 month contract spread was 94.00 yuan/ton, up 14.50 yuan; J 1 - 9 month contract spread was 57.50 yuan/ton, up 15.50 yuan [2] - JM warehouse receipts were 0.00; J warehouse receipts were 760.00 [2] 3.2 Spot Market - Ganqimao Du Meng 5 raw coal price was 1013.00 yuan/ton, down 28.00 yuan; Tangshan quasi - first - grade metallurgical coke price was 1555.00 yuan/ton, unchanged [2] - Russian prime coking coal forward spot price (CFR) was 143.50 US dollars/wet ton, down 3.50 US dollars; Rizhao Port quasi - first - grade metallurgical coke price was 1370.00 yuan/ton, unchanged [2] - Jingtang Port Australian imported prime coking coal price was 1420.00 yuan/ton, down 180.00 yuan; Tianjin Port first - grade metallurgical coke price was 1470.00 yuan/ton, unchanged [2] - Jingtang Port Shanxi - produced prime coking coal price was 1680.00 yuan/ton, unchanged; Tianjin Port quasi - first - grade metallurgical coke price was 1370.00 yuan/ton, unchanged [2] - Shanxi Jinzhong Lingshi medium - sulfur prime coking coal price was 1400.00 yuan/ton, unchanged; J main contract basis was - 78.00 yuan/ton, down 24.50 yuan [2] - Inner Mongolia Wuhai - produced coking coal ex - factory price was 1080.00 yuan/ton, unchanged; JM main contract basis was 279.50 yuan/ton, down 20.00 yuan [2] 3.3 Upstream Situation - 110 coal washing plants' raw coal inventory was 292.53 million tons, down 6.16 million tons; 110 coal washing plants' clean coal inventory was 175.61 million tons, down 15.93 million tons [2] - 110 coal washing plants' operating rate was 62.31%, down 0.54 percentage points; raw coal output was 42107.40 million tons, up 1779.00 million tons [2] - Coal and lignite import volume was 3304.00 million tons, down 300.00 million tons; 523 coking coal mines' average daily raw coal output was 194.70 million tons, up 1.90 million tons [2] - 16 ports' imported coking coal inventory was 512.04 million tons, down 41.46 million tons; 18 ports' coke inventory was 250.33 million tons, down 2.38 million tons [2] - Independent coking enterprises' total coking coal inventory was 985.38 million tons, up 56.27 million tons; independent coking enterprises' coke inventory was 80.12 million tons, down 7.43 million tons [2] - 247 steel mills' coking coal inventory was 799.51 million tons, up 8.41 million tons; 247 steel mills' coke inventory was 639.98 million tons, up 0.99 million tons [2] - Independent coking enterprises' available days of coking coal were 12.75 days, up 0.12 days; 247 steel mills' available days of coke were 11.45 days, down 0.01 days [2] - Coking coal import volume was 910.84 million tons, up 172.10 million tons; coke and semi - coke export volume was 51.00 million tons, down 17.00 million tons [2] - Coking coal output was 4070.27 million tons, up 144.11 million tons; independent coking enterprises' capacity utilization rate was 73.45%, up 0.44 percentage points [2] - Independent coking plants' profit per ton of coke was - 54.00 yuan/ton, down 11.00 yuan; coke output was 4170.30 million tons, down 67.30 million tons [2] 3.4 National Downstream Situation - 247 steel mills' blast furnace operating rate was 83.48%, unchanged; 247 steel mills' blast furnace iron - making capacity utilization rate was 90.78%, down 0.14 percentage points [2] - Crude steel output was 8318.40 million tons, down 336.10 million tons [2] 3.5 Industry News - On July 28, the National Defense General Headquarters upgraded the flood - control level III emergency response for Beijing, Tianjin, and Hebei. Affected by rainfall, all suburban railways in Beijing were suspended on July 29 [2] - On July 28, the Inaugural Meeting of the Hebei Iron and Steel Industry Environmental Performance Specialized Committee was held in Shijiazhuang. Currently, 56 in - production iron and steel enterprises in Hebei have achieved full Class A environmental performance creation, and the committee aims to strengthen industry self - discipline [2] - The Guangdong Paper Industry Association issued an "anti - involution" initiative, opposing low - price disorderly competition and below - cost dumping [2] - The Ministry of Industry and Information Technology will further deepen reforms, promote the implementation of reform tasks, and strengthen the governance of key industries such as photovoltaics [2]

7月28日，故宫博物院发布公告，按照北京市防汛办最新通知，根据防汛一级应急响应要求， 故宫博物院于 7月29日当天闭馆一天， 以保障暴雨天气观众安全。已预约门票票款将由原渠道自动退回。如需帮助，可拨 打服务热线400-950-1925。 1.关闭全市所有景区，并做好受威胁游客疏散避险； 2.全市乡村民宿、露营地暂停营业，及时劝返入住游客或将游客转移到安全避险场所； 3.暂停旅行社旅游活动，并尽到安全告知提示义务； 4.暂停有组织的文旅活动（含各类演出活动）和文化艺术类培训活动； 5.酒店要提示提醒入住客人非必要不外出或减少外出，做好相关服务保障； 6.各单位要及时将关闭和暂停信息向社会公告。 请广大市民游客自觉配合各项防汛应急措施实施，防汛一级应急响应期间不要到景区、乡村民宿、露营地 游玩，远离河道、山洪沟道、泄洪区域，停止涉山涉水户外活动，确保自身安全。 同日，国家博物馆发布临时闭馆公告，根据北京市气象台发布的暴雨红色预警信息和市防汛办最新通知要 求，为确保观众人身安全， 中国国家博物馆于7月29日（周二）临时闭馆一天。 预约平台将统一办理退票 和改签工作。已预约收费展及活动的观众，请注意查收短信和退票款。 ...