2025年7月16日，天津首单本地直采海运进口埃塞俄比亚咖啡豆在东疆开箱，埃塞俄比亚驻华大使塔费 拉·德贝·伊马姆，天津东疆综保区党委书记、管委会主任李彩良及埃中友好委员会主席徐俊君等领导出 席开箱活动。天津东疆国际航运交易市场有限公司CEO 张刚、总经理韩立生、天津滨海松昌集团总裁 郭丹丹、总经理齐明悦作为接待方，热情迎接各方来宾，共同见证这一重要时刻。 在各口岸部门的通力协作下，该批咖啡豆再次以最短的时间靠港作业，并完成各项通关工作。天津滨海 松昌集团及旗下天津东疆国际航运交易市场有限公司作为项目进口物流仓储服务商，以专业和高效出色 完成本次服务。目前已有超半数咖啡豆被提前预定，准备进入工厂进行炒制烘焙，实现了到港后即刻流 通，很快会成为消费者杯中的美味。 仪式主持人天津东疆综保区党委常委、管委会副主任 胡亮 天津东疆综合保税区党委书记李彩良为活动致辞时谈到，天津综保区积极发挥自贸试验区"试验田"作用 紧跟国家政策导向，主动引领行业发展，以大量基础性、探索性工作，落地多个首创案例。此次首批埃 塞俄比亚咖啡豆入津，是综保区平台优势的集中体现，为构建"双循环"新发展格局贡献东疆力量！ 天津东疆综保区党委书记、 ...

国联水产携手百 胜中国：罗非 鱼"出海"转"内 销"，激活内需 市场新动能_南 方+_南方plus 当"出口品质"遇 上"万家餐桌" ， 会产生怎样的化 学反应？ 7月16日，百胜 和羹发展计划发 布仪式在第三届 中国国际供应链 促进博览会同期 举行。发布仪式 上，湛江国联水 产与百胜中国签 订罗非鱼采购合 作意向书，双方 将依托各自在全 产业链品控与领 先的数字化供应 链领域的核心优 势，推动优质罗 非鱼从"漂洋过 海"转向"直达全 国"，为构建双 循环新发展格局 注入鲜活案例。 破局： 从"单向出 海"到"双循环联 动"的产业突围 "和羹之美，在 于合异。"百胜 中国首次发布 的"百胜和羹发 展计划"，以供 应链为纽带，携 手各方共溯品质 源头，共筑互信 生态，共创产业 发展。而其与国 联水产的合作， 正是以"和羹"之 智融内外贸 之"异"，烹制出 中国农业抗风 浪、惠民生的时 代新味。 强强联合的底气 何在？百胜中国 作为我国餐饮巨 头，拥有覆盖全 国的16000+门店 网络、领先的数 字化供应链体 系，供应链整合 能力与渠道优势 突出。国联水产 则是我国水产全 产业链领军者， 具备成熟的国际 品控体系 ...

宏 观 研 究 华福证券 2025 年 07 月 15 日 如何理解组团式、网络化的现代化城市群？ ——中央城市工作会议点评（2025.7） 投资要点： 房地产市场企稳见底时点晚于预期风险。 团队成员 分析师： 秦泰(S0210525040009) qt30762@hfzq.com.cn 分析师： 周欣然(S0210525040005) zxr30770@hfzq.com.cn 相关报告 1、社融增速创新高，货币宽松是否还有必要？— —金融数据速评（2025.6）——2025.07.14 2、缓和期抢出口短期走强，关税再起内需政策绸 缪 — — 国 际 贸 易 数 据 点 评 （ 2025.6 ） — — 2025.07.14 3、关税"通牒"再起美元逆升，我国通胀分化能 否降息？——宏观周报（第 12 期）——2025.07.12 宏 观 点 评 一、城市内涵式发展：由规模扩张转为质效提升。此次会议对城市 化发展战略提出了全新的定位，主要表现在三个方面：其一，会议明确 指出我国城镇化"正从快速增长期转向稳定发展期"，其二，会议认为 城市发展"正从大规模增量扩张阶段转向存量提质增效为主的阶段"。 这两大方向性 ...

Group 1 - The conference "With the People, Create Win-Win" was successfully held, focusing on the transformation and development strategies of private enterprises in Hebei Province, with around 300 quality private enterprise representatives attending [2] - Experts and leaders discussed strategies for private enterprises to seize opportunities and tackle challenges in a complex economic environment, aiming for sustainable development [2][3] - The "Private Economy Promotion Law" was highlighted as a significant legislative measure to eliminate barriers and challenges faced by private enterprises, providing strong momentum for high-quality economic development in China [2][3] Group 2 - The conference provided insights into the motivations and impacts of the US tariff war, advising foreign trade-oriented enterprises to enhance risk awareness and adapt to changing economic conditions [3] - The chief economist of China Minsheng Bank emphasized the importance of aligning with national development strategies and focusing on core competitiveness for private enterprises to achieve high-quality development [3] - The successful hosting of the conference is expected to provide intellectual support and motivation for the high-quality development of private enterprises in Hebei Province and serve as a valuable experience for the national private economy [4]

Group 1: Economic Outlook and Monetary Policy - The People's Bank of China (PBOC) indicates a positive trend in the economy, with improved social confidence and solid progress in high-quality development, but still faces challenges such as insufficient domestic demand and low price levels [1] - The next phase will focus on guiding financial institutions to increase monetary credit supply, aligning social financing scale and money supply growth with economic growth and price level expectations [1] Group 2: Financial Support for Consumption - The emphasis of economic policy is on expanding domestic demand and boosting consumption, with the second quarter meeting calling for enhanced financial support for key areas such as technology innovation and consumption [2] - A joint guideline issued by the PBOC and six departments aims to improve the long-term mechanism for expanding consumption and better meet financial service needs in the consumption sector [2] Group 3: Support for Private and Small Enterprises - The second quarter meeting stresses the importance of financial services for the development of the private economy and small and micro enterprises, aiming to alleviate financing bottlenecks [4] - Various policy documents have been released this year to support the healthy development of private and small enterprises, with banks focusing on expanding financial services to inject strong financial momentum into high-quality economic development [4][5] Group 4: Cross-Border Financing Initiatives - The PBOC's second quarter meeting highlights the need to promote high-level financial openness, which includes supporting cross-border financing initiatives [6] - A recent cross-border RMB syndicate financing project led by the Bank of Communications aims to support a key state-owned enterprise in Indonesia, enhancing China's position in strategic energy metals [7]

Group 1 - The article discusses the "three-phase overlap" theory and its implications for China's economic transformation, emphasizing that macroeconomics is closely linked to national development and people's lives [1] - The government work report highlights the focus on expanding domestic demand, with Jiangsu's retail sales of consumer goods increasing by 5.6% year-on-year in the first quarter, driven by consumption policies and market integration [1] - The shift from "world factory" to "world market" is illustrated by the comparison of import and export data during the 14th Five-Year Plan, showcasing economic resilience and the impact of an open economy on macroeconomic growth [1] Group 2 - The discussion on "high-quality development stage macro policy orientation" emphasizes the need for a dynamic balance between stabilizing growth, adjusting structure, and preventing risks, as seen in the coordinated development in Nanjing's Jiangbei New Area [2] - The importance of understanding macroeconomic analysis from a holistic perspective is highlighted, indicating that economic insights should be derived from data trends that reflect people's livelihoods and openness [2]

《中国民航报》、中国民航网 记者胡夕姮 通讯员冯仕滨 报道：7月1日，由中州航空执飞的波音737- 800货机满载货物从芜宣机场起飞，同日分别飞往孟加拉达卡国际机场和菲律宾宿务国际机场。这是芜 宣机场本年度第二次在同一天连续新开两条国际货运航线，计划每周执行5班达卡、5班宿务。 "芜湖—达卡"和"芜湖—宿务"2条货运航线的开通，为芜湖与东南亚地区的国际贸易搭建了两条高效、 稳定、便捷的空中"高速公路"。这不仅为芜湖乃至安徽及周边地区的产业升级和开放型经济发展注入了 强大动力，还将进一步助力拓展国际经贸合作，打造区域经济发展的新引擎，推动实现更高水平的对外 开放。 这2条新航线是芜宣机场开通的第6条和第7条全货机国际货运航线。目前，机场国际货运航线共覆盖东 南亚、东亚、南亚5国。自2024年6月28日以来，机场累计完成国际货邮吞吐量约6500吨，进出口货值约 16.8亿元。 未来，芜宣机场将围绕"专业性航空货运枢纽"的核心功能定位，不断优化和拓展货运航线网络，完善机 场货运基础设施及交通体系，积极拓展多式联运、空空中转等运输产品，积极对接芜湖及安徽周边区域 企业，全力服务奇瑞、大陆汽车、纬湃电子、美的、芜湖长信 ...

Group 1 - The fourth RCEP Regional (Shandong) Import Expo was successfully launched in Linyi, showcasing the city's vibrant international engagement [1][3] - The expo highlighted the deep trade relationship between RCEP countries and Shandong, contributing 38.5% of the province's foreign trade [3] - The event featured exhibitors from 66 countries and regions, with 247 foreign enterprises participating, enhancing the internationalization of the expo [3] Group 2 - New exhibition areas such as the "Smart Technology Zone" and "Multinational Company Zone" attracted attention, featuring 18 leading tech companies and 11 Fortune 500 firms [3] - A series of well-planned activities, including investment promotion events, aimed to transform exhibitors into investors and products into commodities [3] - The expo integrated various sectors, promoting a sustainable development model that combines exhibitions, industries, logistics, and digital solutions [3] Group 3 - Linyi International Communication Center utilized Linyi Unicom's international SDWAN services to ensure stable and high-quality live broadcasts during the expo [5] - The SDWAN service effectively addressed traditional cross-border network issues, ensuring smooth and real-time transmission of live signals [5] - A professional support team and emergency communication vehicle were deployed to enhance network coverage and capacity during the event [7]

更好支撑粤港澳大湾区打造新发展格局战略支点 郭永航孙志洋会见刘爱力并共同见证签约 6月25日，广州市人民政府与中国邮政集团有限公司在穗签署战略合作框架协议。市委书记郭永航，市 委副书记、市长孙志洋会见中国邮政集团党组书记、董事长刘爱力，并共同见证协议签署。 郭永航、孙志洋对刘爱力一行表示欢迎。郭永航指出，中国邮政与广州合作基础深厚，为广州经济社会 发展作出了积极贡献。广州是我国重要的中心城市、综合性门户和国际性综合交通枢纽城市，拥有完备 的陆海空铁立体化交通体系，发达的制造业和商贸业促进了现代物流业的蓬勃发展。希望与中国邮政一 道深入贯彻落实习近平总书记、党中央决策部署，牢牢把握粤港澳大湾区"一点两地"建设重大机遇，加 快推进大湾区邮政航空枢纽建设，完善城乡商贸物流体系助力"百千万工程"，深化智慧物流、低空经 济、现代金融等领域合作，携手建设具有全球竞争力的国际物流中心，共同服务和融入新发展格局。 刘爱力代表邮政集团党组对广州市委、市政府一直以来关心和支持邮政发展表示感谢，指出邮政业是国 民经济的基础性、战略性、先导性产业，中国邮政作为行业"国家队"，业务多元、业态丰富，具有商 流、物流、资金流、信息流"四流 ...

Core Viewpoint - The opening of the Zhengzhou-Luxembourg international cargo route by China Post marks a significant step in enhancing international logistics capabilities and expanding the air transport network between Zhengzhou and Europe [2][3]. Group 1: Route Significance - The Zhengzhou-Luxembourg route is the second intercontinental route opened by China Post, following the Nanjing-Luxembourg route, and is the first intercontinental route in Henan [2]. - This new air route will further strengthen the air corridor between Zhengzhou and Europe, transforming the "Air Silk Road" from a point-to-point connection to a more integrated network [2]. - The route is expected to provide more logistics support for Henan's goal of building a hub network that covers major global economies and serves as a key air node connecting Eurasia under the Belt and Road Initiative [2][3]. Group 2: Strategic Importance - China Post's opening of the Zhengzhou-Luxembourg route is a key step in building a self-sufficient international air network, enhancing its air transport capacity [3]. - Henan has been actively expanding its high-level opening-up efforts, aiming to strengthen its hub advantages and innovate its open system mechanisms [3]. - The establishment of this route signifies a new operational phase for the China Post Zhengzhou global aviation hub project, highlighting the potential of state-owned enterprises to support regional economic development [3]. Group 3: Regional Advantages - Zhengzhou's geographical location at the intersection of major transportation networks, including high-speed rail and freight rail, provides a composite transportation advantage for multi-modal logistics [4]. - The province has developed strong industries such as electronic information, equipment manufacturing, and biomedicine, which require efficient international delivery channels to support their growth [4]. - The cross-border e-commerce import and export volume in Henan has increased significantly, from over 76 billion yuan in 2016 to over 260 billion yuan in 2024, averaging an annual growth of over 24% [4]. Group 4: Future Prospects - The strategic layout of China Post in Henan is driven by multiple factors, including national strategic orientation, regional hub value, industrial demand, and corporate self-development [5]. - As the Zhengzhou-Luxembourg route becomes operational, the collaborative effects are expected to extend into finance, culture, and other areas, enhancing the overall strategic value of the layout [5].