今年上半年，内需对GDP增长的贡献率为68.8%，其中最终消费支出贡献率为52%，继续保持经济增长 的主动力。在一定程度上，这是提振消费专项行动等一系列扩内需政策持续显效的结果。国民经济循环 进一步畅通，为下半年促消费提供了支撑。 无论是对冲国际循环的不确定性、厚积抵御风浪的底气，还是激发内需市场活力、提升我国经济韧性， 增强国内大循环的内在稳定性和长期成长性都是关键所在。年初以来，国家多次强调"做强国内大循 环"。近期召开的国务院常务会议指出，做强国内大循环是推动经济行稳致远的战略之举；5月份，国务 院专门就此召开工作推进会，要求"把发展的战略立足点放在做强国内大循环上"，均凸显这一任务的重 要性和紧迫性。 内需为主导、内部可循环，是大国经济的独有优势，意味着更统一的市场、更适配的供需，以及更具韧 性的产业体系。我国市场容量大、产业体系完整，需求侧和供给侧都具备做强国内大循环的条件。但一 些堵点卡点问题仍然存在，比如居民收入向消费转化不畅、部分领域供需结构失衡、地方保护和市场分 割未能完全破除等，制约着资源要素的顺畅流动与高效配置，也影响了扩大内需。 做强国内大循环，是一个"舒筋活血"、破除梗阻的过程。统筹 ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 沪铅主力合约收盘价(日,元/吨) | 16900 | -60 LME3个月铅报价(日,美元/吨) | 2015 | 3.5 | | | 08-09月合约价差:沪铅(日,元/吨) | -35 | -10 沪铅持仓量(日,手) | 101465 | 2568 | | | 沪铅前20名净持仓(日,手) | -2632 | -1396 沪铅仓单(日,吨) | 60059 | 0 | | | 上期所库存(周,吨) | 62335 | 7186 LME铅库存(日,吨) | 264925 | -3475 | | | 上海有色网1#铅现货价(日,元/吨) | 16725 | -75 长江有色市场1#铅现货价(日,元/吨) | 16910 | -130 | | 现货市场 | 铅主力合约基差(日,元/吨) | -175 | -15 LME铅升贴水(0-3)(日,美元/吨) | -25.97 | -1.77 | | | 铅精矿50%-60%价格,济源(日) ...

7月19日，#12306回应高铁不要食用方便面提醒#冲上热搜第一。 据报道，有网友近日发帖称，高铁车厢对方便面的食用有相关提醒，"旅客在乘车期间，请不要食用榴 莲、方便面等有浓重气味的食品"。 根据12306官方数据，密闭的高铁车厢内的空气质量直接关系到乘客的舒适体验。对平均运行时间在2-4 小时的高铁旅程来说，在高铁上泡面，可能意味着同乘人近半程时间都将被泡面气味所笼罩。尤其对孕 妇、儿童和对气味敏感的乘客而言，这种持续的异味确实会造成不小的困扰。 然而吊诡的是，尽管铁路部门多次呼吁，泡面在高铁上的"江湖地位"却始终稳固。 这一现象有着深刻的社会经济背景：首先，从经济角度考量，高铁餐食定价普遍在45-65元区间，一份 泡面的成本不足10元。对于普通工薪阶层，特别是学生和务工人员群体，这样的价格差异足以影响他们 的消费选择。其次，高铁餐食的品类单一、口味欠佳也是不争的事实。 说到底，这场"泡面之争"的本质，是公共空间内不同群体权益的博弈。一方面，乘客享有自主选择食物 的基本权利；另一方面，所有乘客都有权享受舒适的乘车环境。这种权利冲突在密闭的高铁空间内被进 一步放大。 值得注意的是，现行《铁路安全管理条例》明 ...

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The supply of domestic lithium carbonate in July 2025 is expected to be relatively loose, and the domestic social inventory of lithium carbonate has increased month-on-month [1]. - The production suspension of some lithium resource development projects has a limited impact on the overall supply of the domestic lithium carbonate market [2]. - The demand for lithium - related products shows different trends, with some production volumes expected to increase month - on - month [3][4]. - The investment strategy suggests trading appropriate amounts of lithium carbonate futures contracts, paying attention to the support level around 62,000 - 65,000 and the pressure level around 70,000 - 74,000 [4]. Summary by Related Catalogs Lithium Carbonate Futures - **Prices**: On July 17, 2025, the closing prices of the near - month, continuous - one, continuous - two, and continuous - three contracts of lithium carbonate futures were 68,060 yuan/ton, 67,960 yuan/ton, 67,180 yuan/ton, and 67,180 yuan/ton respectively, showing an increase compared to the previous day [1]. - **Trading Volume and Open Interest**: The trading volume of the active contract was 826,939 lots, an increase of 348,825 lots compared to the previous day; the open interest was 363,676 lots, an increase of 23,058 lots [1]. - **Inventory**: The inventory was 10,239 tons, a decrease of 416 tons compared to the previous day [1]. - **Spreads and Basis**: The spreads between different contracts and the basis (SMM battery - grade lithium carbonate average price - active contract closing price) showed certain changes. For example, the basis was - 3,010 yuan/ton on July 17, a decrease of 1,540 yuan/ton compared to the previous day [1]. Lithium Ore and Related Product Prices - **Lithium Ore**: The average prices of various types of lithium ore such as lithium spodumene concentrate, lithium mica, and phospho - lithium - aluminum stone showed slight increases or remained stable [1]. - **Lithium - Related Products**: The average prices of most lithium - related products such as lithium carbonate, lithium hydroxide, and ternary precursors remained unchanged, while the average price of hexafluorophosphate lithium decreased by 400 yuan/ton [1]. Supply - Side Information - **Production Suspension**: The production line of Golmud Gege Mining Co., Ltd. with a monthly production capacity of about 200 tons of lithium carbonate has been shut down, but the impact on the overall market supply is limited. The company is actively cooperating to improve mining procedures [2]. - **Production Increase Projects**: Some projects such as Guangdong Yihai Lithium's battery - grade lithium carbonate production project and Zangge Mining's Mayum Co Lake project are expected to increase production capacity in the future [2]. Demand - Side Information - **Phosphoric Acid and Phosphoric Acid Lithium**: The monthly average production cost of phosphoric acid and phosphoric acid lithium in China is in a certain range, and the production volume of phosphoric acid lithium is expected to increase month - on - month [3]. Investment Strategy - **Project Progress**: Projects such as Hubei Ruipai New Energy's phosphoric acid iron ultra - pressure electrode material project and Tiancheng Lithium's phosphoric acid iron project are in different stages of progress and are expected to increase production capacity [4]. - **Production and Trade Trends**: The production and trade of various lithium - related products in China show different trends, with some production volumes expected to increase, and the processing fees of some intermediate products rising [4]. - **Trading Suggestion**: Trade appropriate amounts of lithium carbonate futures contracts, paying attention to the support level around 62,000 - 65,000 and the pressure level around 70,000 - 74,000 [4].

Core Insights - The article emphasizes the increasing importance of product selection capabilities for distributors in the current market environment, shifting from a focus on brand representation to a more nuanced understanding of consumer needs [2][13][24] Historical Context - Distributors previously undervalued product selection due to the dominance of leading brands, which dictated market rules and consumer preferences, leading to a focus on securing brand agency rights for stable sales and profits [2][4][10] - The traditional business model favored brand recognition over product differentiation, resulting in distributors primarily following manufacturer directives rather than actively assessing market demands [5][12] Market Dynamics - The emergence of e-commerce has transformed consumer access to products, leading to a diversification of consumer preferences that were previously limited to well-known brands [20][21] - The current market is characterized by an oversupply of products and increasingly diverse consumer demands, necessitating a better alignment between product offerings and consumer needs [16][17][24] Strategic Shift - Distributors are now recognizing the need to develop strong product selection capabilities as a competitive advantage, moving from a "channel king" mentality to a "demand king" approach [10][24] - Successful distributors are focusing on category management, providing tailored product offerings that meet the specific needs of retail partners and consumers [13][23] Conclusion - The evolving market landscape requires distributors to adapt by enhancing their product selection skills, which are becoming essential for maintaining competitiveness and effectively serving retail partners [24]

Core Insights - The implementation of the "Preschool Education Law" in China encourages kindergartens to offer childcare services for children under three years old, addressing the growing demand for such services due to the increasing number of dual-income families and reduced intergenerational caregiving capabilities [1] Group 1: Current State of Childcare Services - Over 30% of families with children under three express a need for childcare services, yet the actual enrollment rate is only 7.86% due to various factors including industry development stage and service pricing [1] - Shanghai's Jing'an District has launched a "Seed Project" to establish small-age childcare classes, catering to families with infants aged 6 months to 3 years [2][3] Group 2: Innovative Childcare Models - The small-age classes in Shanghai offer flexible options such as half-day and full-day care, allowing parents to choose based on their needs [3] - In Beijing, diverse childcare models have emerged, including hourly care and half-day programs, to accommodate varying parental needs [7][13] Group 3: Quality and Safety Assurance - In Hangzhou, childcare centers are integrating medical and educational training for caregivers to enhance safety and health standards, addressing parental concerns [14] - The demand for qualified childcare professionals is high, with a significant talent gap in the industry, prompting increased training initiatives [15][18] Group 4: Regulatory and Structural Challenges - There exists a structural contradiction in childcare services, where many families seek care but struggle to find trustworthy options, while some facilities face underutilization [20] - Effective cross-departmental collaboration is essential for comprehensive oversight of childcare services, ensuring safety and quality for families [21]