人民财讯8月8日电，最高人民法院发布《关于贯彻落实〈中华人民共和国民营经济促进法〉的指导意 见》，其中提出，依法规制垄断和不正当竞争行为。加强反垄断和反不正当竞争司法力度，依法规制破 坏公平竞争、扰乱市场秩序等行为。依法审理科技领域的垄断纠纷案件，准确认定知识产权正常行使行 为与滥用知识产权排除、限制竞争行为的界限，保障各类企业公平获得创新资源，实现创新资源的合理 配置和高效利用，积极助推统一大市场建设。 ...

Group 1 - The charging treasure industry is facing challenges due to low-quality products leading to safety issues, prompting regulatory actions to enhance product quality [1] - The new energy vehicle sector is experiencing price wars and unrealistic sales targets, necessitating a return to rational competition and regulatory oversight [1] - Unfair competition characterized by price wars and scale expansion is detrimental to market health, requiring a focus on quality and innovation to foster a more productive environment [1] Group 2 - Both government and enterprises share the responsibility to combat "involution," with a need for regulatory measures to ensure fair competition and resource allocation [2] - Innovation is highlighted as a key strategy for growth, with examples of companies like Haier successfully addressing consumer pain points through product development [2] - Effective market mechanisms and government actions are essential to create a conducive business environment and stimulate innovation [2] Group 3 - Expanding domestic demand and addressing "involution" should be pursued simultaneously, with a focus on guiding competition towards healthier practices [3] - Innovative approaches to enhance consumer experiences, such as the development of cultural and recreational activities, are seen as effective strategies to stimulate demand [3] - Recent regulatory initiatives and industry discussions indicate a collective effort to promote fair competition and prevent detrimental practices in the market [3]

Group 1 - The charging treasure industry is facing challenges due to low-quality products leading to safety issues, prompting regulatory actions to enhance product quality [1] - The new energy vehicle sector is experiencing price wars and unrealistic sales targets, necessitating a return to rational competition and regulatory oversight [1] - Unfair competition characterized by price wars and scale expansion is detrimental to market health, requiring a focus on quality and innovation to foster a more productive environment [1] Group 2 - Both government and enterprises share the responsibility to combat "involution," with a need for regulatory frameworks to ensure fair competition and resource allocation [2] - Innovation is highlighted as a key strategy for growth, with examples of companies like Haier successfully addressing consumer pain points through product development [2] - Effective market mechanisms and government intervention are essential to create a conducive business environment and stimulate innovation [2] Group 3 - Expanding domestic demand and addressing "involution" should be pursued simultaneously, with a focus on guiding competition towards healthier practices [3] - Initiatives such as extending museum hours and developing new consumer experiences are being implemented to stimulate economic activity and move away from "involution" [3] - Recent legislative and regulatory actions indicate a collective effort to promote fair competition and prevent detrimental market practices [3]

Group 1 - The "Two New" policies, which include large-scale equipment updates and consumer goods trade-in programs, are important measures for promoting high-quality development in China [1] - From January to June, the amount spent by enterprises on machinery and equipment purchases increased by 11.1% year-on-year, continuing the rapid growth trend from the previous year [1] - Retail sales of home appliances, such as televisions and refrigerators, saw significant year-on-year growth of 45.3% and 56.6% respectively, while furniture related to home decoration grew by 34% [1] Group 2 - The sales revenue of the manufacturing industry increased at a rate 1.5 percentage points faster than the overall growth rate of national enterprises, becoming a key support for stable economic growth [1] - High-tech industries experienced a year-on-year sales revenue growth of 14.3% from January to June, indicating a robust expansion of innovative industries [2] - The proportion of inter-provincial sales in total national enterprise sales reached 40.7%, an increase of 0.6 percentage points compared to the same period last year, reflecting the deepening trade connections and steady progress in building a unified national market [2]

扩内需的同时，如何破解经济运行中的突出矛盾也至关重要。当前，一些行业、领域出现"内卷"、无序 竞争、市场失序等问题。这些也将成为国家发展改革委下半年的治理重点。 国家发展改革委政策研究室主任、新闻发言人蒋毅指出，竞争是市场经济的基本特征，良性竞争一定程 度上能为消费者带来价格优惠和消费福利；然而，竞争也是有规律、有底线的，如果过了头、越了界， 引发低价无序竞争，出现质量下降、服务缩水、侵权假冒等现象，将损害消费者合法权益，拖累企业发 展，让整个行业陷入低效无益的"内卷式"竞争。 王任飞表示，当前，一些行业、领域出现"内卷"、无序竞争、市场失序等问题。下一步，要努力将有效 市场和有为政府这"两只手"作用结合得更好，发挥好两者的优势。统一政府行为尺度，进一步明确招商 引资鼓励和禁止的具体行为，治理和防范有碍统一市场和公平竞争的各种行为和做法，依法依规整治企 业无序竞争，引导企业提升产品品质、优质优价，推动市场竞争秩序持续优化。 近年来，部分行业尤其是新兴领域出现"内卷式"竞争，企业盲目跟风、一哄而上导致资源浪费和发展低 效。针对这一问题，近日，包括国家发展改革委等多部门正通过法律修订、政策引导、行业自律等系统 性 ...

Economic Performance - China's GDP grew by 5.3% year-on-year in the first half of the year, exceeding expectations and improving by 0.3 percentage points compared to the same period last year and the entire previous year [1] - Domestic demand contributed 68.8% to economic growth, showcasing strong resilience amid external pressures [2] - The import and export scale reached 20 trillion yuan, with exports increasing by 7.2% [2] Policy Measures - The National Development and Reform Commission (NDRC) has fully allocated 800 billion yuan for "two heavy" construction projects and 735 billion yuan for central budget investments [1] - A total of 690 million yuan in special bonds for consumer goods replacement has been allocated, with plans for a fourth batch of 690 million yuan to be disbursed in October, completing the annual target of 300 billion yuan [1] - The NDRC aims to enhance support for the artificial intelligence industry, focusing on optimizing the innovation ecosystem and increasing policy support [2] Investment and Consumption - The NDRC plans to promote healthy and sustainable consumption growth, including measures to steadily increase residents' income and foster domestic products [3] - There will be efforts to expand effective investment, including the establishment of new policy financial tools and encouraging private enterprises to participate in major national projects [3] - The NDRC will also work on reform measures to stimulate domestic demand and enhance the role of private investment in various sectors [3][4] Market Regulation - The NDRC aims to address issues of "involution," disorderly competition, and market disarray by combining effective market mechanisms with proactive government actions [4] - Measures will be taken to regulate low-price competition and ensure fair pricing practices among enterprises [4][5] - The NDRC will develop a comprehensive action plan to promote a unified national market, focusing on regulatory measures and improving market access [5]

Core Viewpoint - The central bank and the China Securities Regulatory Commission have released the "Financial Infrastructure Supervision and Management Measures," emphasizing the need for a modernized financial infrastructure system that prioritizes public interest and operational efficiency [1]. Group 1: Financial Infrastructure Management - Financial infrastructure management departments are required to enhance planning and guidance to promote orderly interconnectivity among financial infrastructures [1]. - The measures call for continuous optimization of the financial infrastructure layout based on safety and efficiency principles [1]. - There is a focus on strengthening the governance system of financial infrastructures to ensure that operational institutions prioritize public interest over profit maximization and risk-taking [1]. Group 2: Regulatory and Operational Guidelines - The guidelines advocate for a balanced approach that supports both market services and regulatory oversight [1]. - New financial infrastructure projects should be cautiously undertaken, particularly those that impact national financial security and have significant externalities, ensuring absolute national control [1].

Core Viewpoint - The State Taxation Administration is actively supporting the construction of a unified national market by implementing measures to address tax-related issues in irregular investment promotion and ensuring fair competition among regions [1][3]. Group 1: Measures Taken - The tax authorities have initiated a special governance program targeting tax issues related to irregular investment promotion, focusing on preventing local governments from engaging in unfair competition through tax incentives [3]. - A monitoring system based on big data has been established to track anomalies in tax declarations, income, and exemptions, leading to the identification and investigation of over 3,000 suspicious cases [3]. - The tax administration has unified enforcement standards across six major regions to eliminate discrepancies in tax policy interpretation and enforcement [3]. Group 2: Legal and Fair Competition - The tax authorities are working to create a fair tax environment for various business entities while improving tax policies and legal frameworks [4]. - Adjustments have been made to the tax payment location for individuals transferring restricted shares of listed companies, moving it from the account opening location to the company's location to prevent tax evasion through account transfers [5]. - The implementation of the "Regulations on Tax Information Reporting by Internet Platform Enterprises" aims to promote fair competition between online and offline markets [5].

省委常委会会议暨省委财经委员会会议召开，分析全省上半年经济形势，研究部署下一阶段工作 鼓足干劲持续推动高质量发展向新向好 积极作为更好扛起经济大省挑大梁责任 信长星主持并讲话 7月17日，省委常委会会议暨省委财经委员会会议召开，深入学习贯彻习近平总书记关于做好经济工作 的重要指示和对江苏工作重要讲话精神，分析全省上半年经济形势，研究部署下一阶段工作。省委书记 信长星主持会议并讲话。 会议指出，今年以来，我们顶住外部冲击、有力应对挑战，全省经济运行总体平稳、稳中有进，实现了 速度与效益的较好统一、内需与外需的较好结合、传统产业与新兴产业的较好协同、发展与安全的较好 统筹，高质量发展向新向好。成绩来之不易，是全省上下认真落实习近平总书记重要讲话精神和党中央 决策部署的结果，各地各部门攻坚克难、积极作为，都付出了艰辛努力。 会议强调，下半年是稳定经济增长、推动预期向好的关键时期。既要清醒看到外部环境的不确定性和自 身发展面临的挑战，更要看到我国经济回升向好、长期向好的基本趋势没有改变也不会改变，支撑经济 稳健增长的积极因素和有利条件不断积累。要坚定信心、鼓足干劲、勇挑大梁，着力稳就业、稳企业、 稳市场、稳预期，进一 ...

市场主流观点汇总 2025/7/9 报告说明 关 迪 此报告，意在客观反映行业内期货公司、证券公司对大宗商品各品种的 研究观点，追踪热点品种，分析市场投资情绪，总结投资驱动逻辑等。 本报告不构成个人投资建议，仅供公司内部使用，仅作参考之用。 报告中策略观点和投资逻辑是基于所采纳的机构当周公开发布的研究报 告，对于各期货品种的多空观点、交易逻辑进行整理加工汇总而成，收 盘价数据选择上周五，周度涨跌为上周五较前一周五收盘价变动幅度。 | | | 告，对于各期货品种的多空观点、交易逻辑进行整理加工汇总而成，收 | | | 投资咨询从业资格证号：Z0021089 | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 盘价数据选择上周五，周度涨跌为上周五较前一周五收盘价变动幅度。 | | | | | | | 【行情数据】 | | | | | | | | | 资产类别 | 细分品种 | 收盘价 | | | 周度涨跌情况 | | | | 数据时点 | | 2025/7/4 | | | 2025/6/30 至 | 2025/7/4 | | | | 螺纹钢 ...