广东省严格落实国家关于高新技术企业的税收优惠政策，对认定的高新技术企业按15%税率征收企业所 得税，近一年减免税额超过300亿元；对企业开展研发活动中实际发生的研发费用，未形成无形资产计 入当期损益的，在按规定据实扣除的基础上，再按照实际发生额的175%在税前加计扣除，近一年全省 企业享受研发费用加计扣除优惠金额达850亿元，有效降低了企业研发成本。广东财政对企业购置的先 进设备给予补贴，补贴比例为设备购置金额的15%—30%，单个企业年度补贴最高可达5000万元。近一 年全省发放设备购置补贴45亿元，支持了1200多家企业更新研发设备；发放科技型中小企业项目后补助 60亿元，惠及3000多家企业。广东财政在科技攻关中采取了许多行之有效的政策工具，推动了科技创新 和产业创新，充分体现了对新质生产力的驱动作用。 三、广东财政服务人才第一资源，支持科技成果转化，构建发展新质生产力的激励机制。 人才是科技攻关的核心要素，也是新质生产力发展的关键资源。广东财政通过设立人才培养专项资金、 支持高校和科研机构的人才培养项目、对引进的高端人才给予补贴等方式，为新质生产力的形成提供人 才保障。如设立 "珠江人才计划"基础研究 ...

会议传达学习中央第二生态环境保护督察组向自治区反馈的督察报告精神。孙绍骋强调，要深入学习贯 彻习近平生态文明思想和习近平总书记对内蒙古重要指示精神，充分运用中央生态环境保护督察成果， 以抓好问题整改为牵引推动全自治区生态建设和环境保护工作再上新台阶。要引导各级进一步提高思想 认识，始终坚持生态优先、绿色发展，决不以牺牲生态环境为代价换取一时的经济增长。对中央督察反 馈的问题，要立即行动起来快改、实改，坚决防止"慢、粗、虚"，对行动迟缓或迟迟不动的要抓出典型 以儆效尤。要注重建章立制，从"解决一个问题"向"解决一类问题"延伸，尤其要针对毁林毁草、地下水 超采、露天堆场污染等屡禁不止的问题，加快完善相关制度机制，从根上防范问题反复发生。要严格落 实"党政同责""一岗双责"，压紧压实各方从严抓整改的责任。 李俊伟 内蒙古自治区党委书记孙绍骋近日主持召开自治区党委常委会会议，研究部署重点工作。 会议传达学习习近平总书记致2025世界智能产业博览会、第二十五届中国国际投资贸易洽谈会、2025年 中国国际服务贸易交易会的贺信。孙绍骋要求，要以实施科技"突围"工程为牵引，紧扣自治区优势特色 产业精准布局科技攻关点位，推动人 ...

Summary of Conference Call Notes Industry or Company Involved - The discussion primarily revolves around the macroeconomic environment, particularly focusing on the U.S.-China relations and its impact on the capital markets. Core Points and Arguments 1. **External Disturbances Decreasing**: The current period is seen as a rare pause in external disturbances, which is expected to support market performance. This is attributed to a potential easing of U.S.-China tensions and positive domestic policy expectations from a meeting at the end of July [1][4]. 2. **U.S.-China Relations**: Recent developments indicate a possible thaw in U.S.-China relations, highlighted by a meeting between NVIDIA's CEO Jensen Huang and former President Trump. This could signal significant diplomatic communications ahead [2][3]. 3. **U.S. Tariff Threats**: Despite the easing of tensions with China, the U.S. has threatened to impose tariffs on Canada and Mexico, indicating a dual approach in its trade policy [3]. 4. **Market Reactions**: The capital markets appear to be reacting favorably to the notion of stability in U.S.-China relations, with a moderate overall market performance as long as no aggressive actions are taken against China [4]. 5. **Real Estate and Infrastructure**: There is skepticism regarding the real estate sector's upward potential, while infrastructure is expected to benefit more significantly from upcoming policy meetings. Key themes from the July meeting include capacity reduction and technological advancements [5][6]. 6. **Technology Sector Potential**: The technology sector, particularly artificial intelligence and semiconductor industries, is viewed as having substantial upward potential despite current market hesitance. This sector is expected to gain momentum as market conditions improve [6]. 7. **Brokerage Sector Performance**: The brokerage sector is anticipated to perform well in a bullish market, but caution is advised as gains can be rapid and may lead to missed opportunities if market timing is not managed effectively [7]. 8. **U.S. Market Stability Efforts**: The U.S. is actively seeking ways to stabilize its capital markets, adopting a strategy of focusing on major trade partners while maintaining a cautious stance. Speculation about the Federal Reserve Chairman's potential resignation could also influence market sentiment positively [8]. 9. **Gold Market Trends**: There has been a recent uptick in gold prices, which is often inversely related to the strength of the dollar, suggesting a need for caution in investment strategies [9]. Other Important but Possibly Overlooked Content - The overall sentiment leading into the upcoming high-level meetings is optimistic, with expectations that the period before these meetings could present valuable market opportunities [9].