美国天然气期货日内涨超3.00%，现报3.312美元/百万英热。 ...

美国至7月4日当周EIA天然气库存 530亿立方英尺，预期580亿立方英尺，前值550亿立方英尺。 ...

Core Insights - The total natural gas inventory in the United States as of the week ending July 4 is 30,060 billion cubic feet, which represents an increase of 5,300 million cubic feet from the previous week [1] - Year-over-year, the inventory has decreased by 1,840 million cubic feet, reflecting a decline of 5.8% [1] - The current inventory level is 1,730 million cubic feet higher than the five-year average, indicating an increase of 6.1% [1] Inventory Analysis - Current inventory: 30,060 billion cubic feet [1] - Weekly change: +5,300 million cubic feet [1] - Year-over-year change: -1,840 million cubic feet, or -5.8% [1] - Comparison to five-year average: +1,730 million cubic feet, or +6.1% [1]

Core Viewpoint - The EIA natural gas inventory change for the week ending July 4 recorded an increase of 530 billion cubic feet, marking the smallest increase since the week of April 11, 2025 [1] Industry Summary - The reported inventory change indicates a significant slowdown in the growth of natural gas supplies, which may impact market dynamics and pricing strategies in the energy sector [1]

Core Insights - The EIA natural gas inventory report for the week ending July 4 is set to be released shortly, which may impact market dynamics and pricing trends in the natural gas sector [1] Industry Summary - The upcoming EIA report is crucial for understanding current supply levels and potential price movements in the natural gas market [1]

Core Insights - Musk's xAI has launched its latest AI model, Grok 4, which is touted as the "strongest model in the universe" and claims to outperform competitors in various academic assessments [2][5][6] - Grok 4 achieved a 38.6% accuracy rate in the "Humanity's Last Exam," surpassing Google's Gemini 2.5 Pro and OpenAI's o3 [2][5] - The model's training involved a significant increase in computational resources, utilizing a supercomputing center with 100,000 H100 GPUs, resulting in a training volume 10 times that of Grok 3 and 100 times that of Grok 2 [2][6] Performance Metrics - Grok 4 demonstrated exceptional reasoning capabilities, scoring 88.9% in the Graduate-level Question Answering (GPQA) and achieving a perfect score in the American Mathematics Invitational Exam (AIME25) [6] - In a commercial simulation task, Grok 4 managed an average net asset of $4,684.15, double that of its closest competitor, showcasing its long-term planning and multi-step reasoning abilities [6] Business Strategy - xAI has introduced a premium subscription plan for Grok 4 at $300 per month, which is 50% more expensive than OpenAI's top-tier subscription [7] - The API pricing is also aggressive, charging $3 per million tokens for input and $15 for output, reflecting the high training costs associated with Grok 4 [7] Future Developments - Musk plans to integrate Grok 4 with humanoid robots and aims to create high-precision physical simulators, including black hole simulations, to test AI against physical laws [7][8] - Grok 4 is expected to be embedded in Tesla's latest firmware, potentially serving as the brain for voice assistance and autonomous driving [3][7] Industry Context - The AI arms race is intensifying, with Musk's aggressive pace in advancing AI models and applications, positioning xAI as a formidable competitor in the market [9] - The integration of various technologies, including autonomous driving and commercial space ventures, is creating a closed-loop system that enhances the capabilities of Grok 4 [9]

Group 1 - The Liaoning Meteorological Observatory issued a blue high-temperature warning, predicting temperatures of 35 to 36 degrees Celsius from July 10 to 13, with some areas reaching 40 degrees Celsius or higher [1] - The highest temperature recorded in Liaoning on July 9 was between 33 to 35 degrees Celsius, with some locations reaching 39 to 41 degrees Celsius [1] - The record daily electricity load in Liaoning's power grid exceeded 40 million kilowatts for the first time, reaching 41.3 million kilowatts, indicating a significant increase in electricity demand [1] Group 2 - Meteorological experts advise the public to take precautions against heat, such as wearing sun hats and applying sunscreen, and to limit outdoor activities during high-temperature periods [2] - Authorities are warned to be cautious of potential fire hazards due to high electricity consumption and overloaded electrical equipment [2]

此次北半球遭遇的热浪与持续的高压系统"热穹顶"有关。所谓"热穹顶"是指，暖空气被困于地表附近，造成持续炎热、晴朗且 干燥的天气。 对于北半球而言，今夏的"炙烤模式"来得比预期早。 在刚刚过去的6月，法国首都巴黎达到42.3摄氏度的高温，突破1947年纪录；巴黎地标建筑埃菲尔铁塔因热胀冷缩向西倾斜20厘 米。在南欧，西班牙、葡萄牙的气温一度超43摄氏度。在北美，美国凤凰城机场跑道热裂…… 欧盟气候监测机构哥白尼气候变化服务局9日发布的数据显示，2025年6月是全球有气象记录以来"第三热"的6月，平均地表气温 为16.46摄氏度，比1991~2020年的6月平均气温均值高出0.47摄氏度。其中，欧洲大陆在6月中下旬至7月初，经历了两次显著的 热浪。 世界气象组织（WMO）预警，2025~2029年这五年间，有80%的概率出现最暖年份，全球升温超1850~1900年工业化前水平1.5摄 氏度的概率达86%，"这对全球气候变化将产生深远影响"。 全球变暖放大"热穹顶"效应 虽然北半球刚刚进入7月，但多地已感受到滚滚热浪。以欧洲为例，政府间气候变化专门委员会（IPCC）第六次评估报告显示， 欧洲极端高温事件的频率和强度 ...

据了解，近年来随着国产自研高性能航空装备的亮相，及国际客户的需求增长，为国产航空装备出口带 来新机遇。广联航空始终注重技术研发与产业协同，不断提升产品性能与质量稳定性，强化与上下游产 业链的合作，致力于构建完善的军贸业务体系，以更好地把握国际市场机遇，推动业务持续拓展。 广联航空通过聚焦航空航天高端装备制造领域，持续为国内各主机厂及科研院所提供研制配套服务，部 分产品通过总体单位及专业军贸公司的渠道实现出口，其中WJ-700高空高速无人机等重点产品的整机 结构已实现批量交付。 广联航空（300900）披露投资者关系活动记录表显示，公司于7月9日举行路演活动，中泰证券 （600918）、国投瑞银和银华基金等19家机构投资者参加活动。 广联航空参与了国家批复的多个大型飞机研制项目，是C919大型客机的零部件、成型工装供应商和 C929货舱门等零部件及中机身壁板组件装配生产线的供应商，设计制造了AG600水陆两栖飞机的总装 配生产线，此外还为多种型号军用飞机、航空发动机、燃气轮机、航天器以及无人机研制航空航天配套 产品。 据广联航空介绍，公司在西安、成都、自贡等地的产能布局已进入释放期，聚焦航空航天高端装备的研 发 ...

欧洲天然气基准期货价格一度上涨3.2%。 ...