国家统计局：加强对海洋经济统计工作的指导和支持 智通财经7月4日电，国家统计局党组7月4日召开扩大会议，会议指出，统计部门要有序推进全国统一大 市场建设各项统计改革任务，加快推广经营主体活动发生地统计，完善全口径消费统计制度，加强对海 洋经济统计工作的指导和支持，为推动高质量发展、推进中国式现代化提供优质高效统计服务。 ...

1 、 《 时隔逾4年再次配股集资，小米股价短线受压 》摘要 2、 《 揭秘"全口径消费统计制度"》摘要 以北京市为例 早在 年其就发布 《北京市市场总消费统计办法》 这使得消费统计更加全 ■ 建议关注的制导装备产业链公司：高德红外、北方导航、理工导航、智明达、中天火箭、晶品特 装、广东宏大、长城军工等；雷达产业链公司：航天南湖、国睿科技等。 ■ 建议关注的地面兵装产业链公司：内蒙一机、晶品特装等；其他具有出口业务的公司包括：威海广 泰、航宇科技、睿创微纳等。 ■ 在AI大发展的背景下，新能源产业链有望与AIDC（人工智能数据中心）、人形机器人以及低空经济 深度融合，从而推动社会智能化升级并开辟新的成长空间。 ■ AI巨头加速资本开支，推动新能源产业链设备（如HVDC、BBU等）与数据中心技术的结合，这将 助力数据中心向智能计算（智算）数据中心转型。 ■ 随着新能源与人形机器人领域的结合，未来新能源汽车产业链中的公司可能会积极拓展人形机器人 业务。 ■ 与电动车发展阶段不同的是，国内人形机器人产业有望引领全球发展，从0到1的过渡期有望实现更 加顺利的进展。 ■ 新能源的三电系统（电池、电机、电控）是低空经济发 ...

Group 1: Macroeconomic Insights - The report emphasizes the importance of consumption as a core engine of the Chinese economy, contributing significantly to economic growth and stability [2][3] - It highlights the potential for improving consumer spending in China, noting that the consumption rate remains relatively low compared to international standards and has not shown significant improvement over the past two decades [2][3] Group 2: Consumption Statistics - The report dissects the four main indicators of consumption statistics in China, including total retail sales of consumer goods, final consumption expenditure, urban-rural household surveys, and service retail sales, each with its strengths and weaknesses [3][4] - It suggests that while no single indicator can provide a complete picture of consumption, their dynamic complementarity can offer valuable insights into economic growth and consumption trends [4] Group 3: ASEAN Economic Cooperation - The report discusses the collaboration between China and ASEAN in the context of the digital economy, driven by advancements in artificial intelligence and technology [7][9] - It outlines the potential for a "China technology + ASEAN scenario" model, which could enhance bilateral trade and economic cooperation, particularly in smart manufacturing and digital infrastructure [8][9] Group 4: Nvidia's GTC Conference - The report covers Nvidia's GTC conference, focusing on the advancements in high-performance computing and the introduction of the Blackwell Ultra architecture, which significantly enhances performance for complex workloads [11][12] - It notes that the new architecture is expected to drive demand for liquid cooling technologies, benefiting domestic suppliers as Nvidia expands its supply chain [13][14] Group 5: Marine Cable Industry - The report highlights the strategic importance of the marine economy, particularly offshore wind power, which is expected to accelerate due to government support and technological advancements [18][19] - It identifies leading marine cable companies as attractive investment opportunities, given their strong order books and the anticipated growth in offshore wind projects [21][22] Group 6: Company-Specific Insights - The report provides an overview of China Merchants Shekou's performance, noting a slight revenue increase in 2024 but a significant decline in net profit due to reduced gross margins and impairment provisions [26][27] - It emphasizes the company's focus on core development and asset management, maintaining a strong operational capacity despite industry pressures [31][29] Group 7: China Resources Beer - The report anticipates a recovery in China Resources Beer's performance in 2025, following a challenging 2024, with early signs of improvement in sales and profitability [33][37] - It highlights the resilience of the company's premium products and the expected benefits from cost management strategies [34][35]