本次会议的核心方向可以归纳为以下几点： 楼市风云变幻：十年一轮回，房产新格局 2023年7月14日，北京召开十年一度的中央城市工作会议，其规格堪比2015年。会议一结束，我的手机便响个不停，读者粉丝们迫切想知道：楼市未来是 涨是跌？答案其实很简单：十年一轮回，楼市的游戏规则彻底改变了。 一、2015年：楼市"火"起来的一年 2015年，我正参与广西某城市的项目营销。那次会议后，各地拆迁办立即行动起来，落实上级下达的三年改造5万套棚户区房子的任务。"货币化安置"成 为当时最热门的词汇——以现金补偿代替房屋分配。这招威力巨大：2014年仅9%的拆迁户选择现金补偿，到2018年这一比例飙升至60%。广西的张大哥 就是受益者之一，2016年拆迁获得80万补偿款，以当时每平方米4000元的价格购置了两套房产。半年后，房价涨至每平方米8000元，他等于白赚了一套 房。 2015年会议确立了两大方向：一是东部城市群升级，中西部培育新城市群；二是框定总量、盘活存量。两年后，雄安新区横空出世，北京通州副中心也正 式动工。通州房价如同坐火箭般飙升，半年涨幅达60%，中介门店甚至通宵达旦地签订合同。2015年会议无疑为楼市添了一把 ...

宏观要闻： 2.第十一批国家组织药品集中采购工作日前启动，经过三阶段筛选，55个品种纳入第十一批集采报量范 围。据相关负责人介绍，采购坚持"集采非新药、新药不集采"的原则，科学确定采购品种。集采药品都 是已经上市多年、过了专利保护期、多家企业生产的品种，也就是说临床使用成熟的"老药"才会纳入集 采范围，创新药不会被纳入集采。 3.英伟达官方微信公众号发布的文章显示，英伟达正在提交重新销售H20GPU的申请，美国政府已向英 伟达保证将授予许可证，并且英伟达希望尽快启动交付。 1.据新华社报道，中央城市工作会议7月14日至15日在北京举行。会议指出，我国城镇化正从快速增长 期转向稳定发展期，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。城市工作要深刻 把握、主动适应形势变化，转变城市发展理念，更加注重以人为本；转变城市发展方式，更加注重集约 高效；转变城市发展动力，更加注重特色发展；转变城市工作重心，更加注重治理投入；转变城市工作 方法，更加注重统筹协调。 2.国家统计局公布数据显示，经初步核算，上半年国内生产总值660536亿元，按不变价格计算，同比增 长5.3%。分产业看，第一产业增加值31172 ...

Performance Meeting Overview - The company held a performance meeting on June 3, 2025, to discuss the 2024 annual and 2025 Q1 performance and cash dividend plans [1][2] Business Strategy and Structure - The company will continue to focus on ecological restoration projects and enhance its full industry chain in ecological landscape design, restoration, and maintenance [3] - The company aims to optimize its business structure to improve gross margins by prioritizing high-quality projects and enhancing project management [3] EOD Business Model - The company is in the exploratory phase of the EOD (Ecological Protection and Environmental Governance) business model, assessing policy directions and market demands [4] Research and Development Collaborations - The company collaborates with several universities and research institutions, resulting in 159 patents across various fields, including ecological restoration and carbon neutrality [4][5] International Expansion Plans - The company plans to explore overseas markets in line with the Belt and Road Initiative and its core business [6] Carbon Market Opportunities - The company sees significant opportunities in forestry carbon sinks and CCER (China Certified Emission Reduction) under the "dual carbon" policy, actively engaging in related projects [6] Cash Flow Management - The company reported a net cash flow from operating activities of approximately 96 million yuan in 2024, indicating improved cash collection capabilities [6] Industry Performance Context - The ecological and environmental protection industry has faced challenges, including declining revenue growth and profit margins due to macroeconomic impacts [8][9] - Despite these challenges, the industry is expected to grow steadily, supported by national policies and the "14th Five-Year Plan" [9] Rural Revitalization Strategy - The company is exploring various business models in response to national rural revitalization and new urbanization strategies [9]