NO.2 中国人民银行开展14000亿元买断式逆回购操作 为保持银行体系流动性充裕，中国人民银行7月15日开展14000亿元买断式逆回购操作，为连续第2个月 加量续做。公告显示，中国人民银行以固定数量、利率招标、多重价位中标方式开展买断式逆回购操 作，其中3个月（91天）期限为8000亿元、6个月（182天）期限为6000亿元。 NO.3 广州：加强关键核心技术攻关，打造应急科技硬实力 据广州市人民政府办公厅消息，7月14日下午，广州市市长孙志洋主持召开市政府常务会议。会议听取 了广州市应急工作有关创新成果汇报，强调要坚持人防、技防、工程防、管理防相结合，加快建设与中 国式现代化相适应的应急管理体系，提升应急管理能力，走出一条具有广州特色的应急管理新路子。要 强化应急科技赋能，加强关键核心技术攻关，打造应急科技硬实力；加速成果转化，打造更多示范工 程、应用场景，形成"科技研发—成果转化—产业孵化"全链条创新生态。 NO.4 全球投资者情绪为2025年2月以来最乐观 7月15日，美国银行数据显示，全球投资者情绪为2025年2月以来最乐观。利润乐观情绪增幅为2020年7 月以来最大，过去3个月风险偏好飙升创下纪录 ...

Report Industry Investment Rating - Investment rating: Continue to hold [1] Core Viewpoints - The bearish factors in the bond market have basically been exhausted today. The central bank's press conference on Monday and the outright repo have alleviated market concerns about regulatory and capital tightening. The June economic data has further highlighted the supply - demand contradiction, and the market's judgment on the fundamentals has been verified again. The Central Urban Work Conference in the afternoon focused on modernization, innovation, livability, and smart cities, and the expectation of shantytown renovation has also been dashed. The market sentiment has reversed, and the market may continue to rise in the short term, but after the sentiment is digested, the market may return to a volatile pattern [3] Content Summary by Related Catalogs Disk Review - Treasury bond futures opened slightly higher, quickly rose after the release of economic data during the session, and strengthened throughout the day, closing higher across the board. In the open market, 69 billion yuan matured today, and the central bank conducted 342.5 billion yuan of 7 - day pledged repurchase, with a net investment of 273.5 billion yuan [1] Intraday News - On the 15th, Sheng Laiyun, Deputy Director of the National Bureau of Statistics, stated at a press conference that relevant departments are formulating measures to regulate market order, which is conducive to promoting the improvement of market supply - demand relations, price recovery, corporate profits, and economic structure adjustment [2] Market Judgment - The bearish factors in the bond market have basically been exhausted. The central bank's press conference and the outright repo have eased market concerns; the economic data has verified the market's judgment on fundamentals; the Central Urban Work Conference disappointed the market in terms of shantytown renovation expectations. The market sentiment has reversed, and it may continue to rise in the short term, but will return to a volatile pattern after the sentiment is digested [3] Data Overview - **Contract Prices and Changes**: On July 15, 2025, compared with July 14, 2025, TS2509 rose 0.036 to 102.414, TF2509 rose 0.13 to 106.015, T2509 rose 0.19 to 108.885, and TL2509 rose 0.57 to 120.77 [4] - **Contract Positions and Changes**: TS contract positions increased by 324 to 124,685 hands, TF contract positions decreased by 2,605 to 206,300 hands, T contract positions decreased by 2,210 to 236,332 hands, and TL contract positions decreased by 276 to 152,088 hands [4] - **Basis and Changes**: TS basis (CTD) rose 0.0193 to 0.0192, TF basis (CTD) rose 0.0223 to 0.0428, T basis (CTD) fell 0.0301 to - 0.0004, and TL basis (CTD) fell 0.007 to 0.3404 [4] - **Transaction Volume and Changes**: TS main contract trading volume decreased by 767 to 32,348 hands, TF main contract trading volume decreased by 14,377 to 48,707 hands, T main contract trading volume decreased by 1,759 to 67,445 hands, and TL main contract trading volume decreased by 820 to 91,330 hands [4] - **Funding Rates and Changes**: DR001 rose 0.0813 to 1.424, DR007 rose 0.0642 to 1.536, and DR014 rose 0.0249 to 1.5609. DR001 trading volume decreased by 380.50451 billion yuan to 2,336.61307 billion yuan, DR007 trading volume increased by 78.7651 billion yuan to 1,063.5984 billion yuan, and DR014 trading volume increased by 2.2952 billion yuan to 110.983 billion yuan [4]

Core Viewpoint - The Ministry of Culture and Tourism is implementing a one-year special rectification campaign to address forced shopping issues in the tourism market, aiming to ensure safe and satisfactory travel for tourists [1] Group 1: Regulatory Actions - The Ministry of Culture and Tourism, in collaboration with the Ministry of Public Security and the State Administration for Market Regulation, has issued a notice to rectify forced shopping practices [1] - The campaign will focus on key areas where tourism shopping activities are concentrated, targeting travel agencies and shopping stores [1] Group 2: Enforcement Measures - Authorities will adopt a "zero tolerance" approach, addressing issues as they arise and taking action against illegal activities to protect tourists' rights [1] - The strategy includes a full-chain governance approach to effectively deter violations and ensure compliance within the tourism sector [1]

供应商提供虚假材料： 供应商为了获取中标资格而提交虚假的检测报告、认证证书、合同业绩 等资料，这不仅破坏了公平竞争的原则，还影响了国家财政资金的安全和效益。 导读： 本文以国内50家上市仪器公司为研究对象，深入剖析研发与销售员工薪酬情况，为您揭开仪器行 业人才竞争的真实面纱。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我 们的推送。 2025年政府采购专项整治工作正式启动。6月23日，财政部、公安部、市场监管总局三部门联 合发布 《关 于 开 展 2025 年政 府采购领域"四 类 " 违 法 违 规 行 为 专 项 整 治 工 作 的 通 知 》 （ 下 称 《通知》），将针对采购人设置差别歧视条款、代理机构乱收费、供应商提供虚假材料、供应 商围标串标等"四类"违法违规行为开展专项整治，以进一步规范政府采购市场秩序，巩固拓展 前期整治成果。本轮专项整治工作周期为今年6月至明年1月底。 采购人设置差别歧视条款： 包括倾向性地照顾本地企业或特定品牌，通过设定不合理的条件对 供应商进行差别待遇。例如，根据供应商的注册地、所有制形式、组织形式、股权结构等 ...