7月16日，第三届中国国际供应链促进博览会（简称"链博会"）在北京开幕。广西以"壮美广西 链 通全球"为主题，组织32家企业携三大特装展亮相，集中展示糖业、铝业传统优势产业及机械装备产业 的发展成果。 链博会期间，还将举办南宁市重点产业链对接洽谈会、广西铝业全产业链（创新链）对接洽谈会。 两场洽谈会将进一步推动广西相关产业与国内外企业的深度合作，促进产业链上下游精准对接，为全区 产业发展注入新活力。 本届链博会于7月16日至20日举行，共吸引650余家中外企业和机构参展，涉及75个国家、地区和国 际组织。其中，世界500强和行业龙头企业占比超65％，境外参展商占比达35％。泰国担任本届链博会 主宾国，我国山东、广东担任主宾省。展会期间将发布《第三届中国国际供应链促进博览会北京倡 议》，并举办多场高水平会议活动，探讨产业链供应链国际合作新路径。（杨思悦） 广西重点产供链展示区设计总面积超300平方米，从区内15条重点产业链中选取糖产业链、铝产业 链、机械装备产业链作为展示对象。三大特装展通过实物、模型、多媒体互动等形式，展示企业跨区域 跨境产供链布局、上下游合作项目、创新绿色发展成果等，用企业之声讲好广西产供合 ...

SEET LLC是阿联酋头部国有投资机构Medad Holding的全资子公司。Medad Holding创立于2018年，以 引领阿联酋国家创新投资、环境变革、提升市场活力为使命。作为阿联酋领先的国有投资机构，Medad Holding通过运用尖端科技，致力于重塑现代世界的互动与感知模式，持续推动其在阿联酋及全球范围 内的业务拓展。SEET LLC专注于洞察和投资具有颠覆性潜力和战略协同价值的项目。不断增强全球影 响力，并为客户提供安全的生态系统。 战略性股权认购与业务整合： NWTN与SEET LLC正式签署新一轮股份认购协议。根据协议SEET LLC 将以1亿美元的总价认购NWTN新发行的股份。同时，SEET LLC将注入一家先进的能源管理科技公 司，使其成为NWTN旗下的全资子公司。 此次交易完成后，SEET LLC将成为NWTN最大的单一股东， 同时将显著强化NWTN的公司治理和资本结构，更通过引入尖端的能源管理技术与解决方案，加速 NWTN在清洁能源生态系统建设方面的能力升级。新子公司将为NWTN既有业务提供强有力的能源基础 设施支持，实现两大战略板块的深度融合。为NWTN构建绿色智慧出行生态全产 ...

这份对品质的极致要求，源于6年前的一次转型抉择。2018年，季坚义把全球首个室内工厂化鲟鱼 养殖车间放在宜都市高坝洲镇天平山村。经过多年发展，鱼子酱已成为宜都名副其实的特色农产品，助 力宜都持续擦亮"世界鲟鱼之都"金字招牌。 "加工鱼子酱前，我们都要进行鱼卵探测，确保每一克鱼子酱的品质。"湖北清江鲟鱼谷特种渔业有 限公司总经理季坚义说。 "宜都产"供不应求 每天，有超过1万罐鱼子酱从宜都发出。7天后，这些鱼子酱将准时出现在美国、欧洲、中东等国家 和地区的米其林餐厅，以及北京、上海等城市的高端餐厅。 这股强劲的销售势头，让企业负责销售的董事马敏从年初就进入了"连轴转"模式。接待客商、洽谈 订单、统筹产销……她的日程表被填得满满当当，订单电话更是一个接着一个。 "目前国内待交货的鱼子酱订单还有15万盒，国外3吨订单也一直在催。"马敏说，"全年的生产任务 早就排满了，可订单还在增加。" 如今，宜都生产的鱼子酱已然形成规模、叫响品牌。2024年，宜都鱼子酱总产量突破100吨，总产 值超4亿元，销往迪拜、俄罗斯、加拿大等20多个国家和地区，并构建起从生态养殖、精深加工到全球 销售的全产业链条。 这份"供不应求"的火爆， ...

苏学斌："国铀一号"以二氧化碳加氧气原地浸出采铀工艺为核心，省去了传统采矿中爆破、挖巷 道、运输矿石以及地表破碎浸出环节，减少了工序，降低了成本。 "国铀一号"示范工程是我国铀矿采冶技术三次迭代升级、创新发展的智慧结晶，是典型的绿色矿山 和数字矿山。中核集团中国铀业股份有限公司总工程师苏学斌介绍，随着"第一桶铀"的成功生产下线， 标志着我国天然铀领域千吨级绿色智慧矿山建设取得了关键性突破。 苏学斌："国铀一号"作为我国掌握的具有完全自主知识产权的最先进地浸采铀技术，突破了复杂砂 岩型铀资源开采的世界性难题，解锁了大批传统技术无法开采的大埋深、多层分布或地质条件复杂的铀 矿床，开创了行业发展的新格局，大幅提升了我国铀资源自主保障能力。 央广网北京7月13日消息（记者王泽华）据中央广播电视总台中国之声《新闻和报纸摘要》报道， 我国规模最大的天然铀产能项目"国铀一号"示范工程，昨天（12日）成功生产下线"第一桶铀"，标志着 我国天然铀生产取得关键性突破，将有力保障国家能源资源安全的自主可控。 去年7月12日，"国铀一号"示范工程开工建设，仅仅一年时间，"第一桶铀"已成功生产下线，使示 范工程成为我国产能规模最大、建 ...

Group 1 - The first phase of the Foshan Metro photovoltaic power generation project has successfully connected to the grid, marking a significant step in the application of green energy in Foshan's rail transit [1] - Guangzhou Baiyun Electric Equipment Co., Ltd. plays a key role in this project as a leading provider of comprehensive green smart energy solutions [1][3] - The company has undergone a transformation from a traditional power equipment manufacturer to a leading provider of green smart energy solutions over more than 40 years [3][4] Group 2 - Baiyun Electric focuses on innovation as a core aspect of its development, with a strong emphasis on independent research and development, as well as collaborative development [5] - The company has established a digital factory for smart distribution equipment, recognized as a national model for intelligent manufacturing and green factories [5] - Baiyun Electric has received numerous national honors for its innovative achievements, including awards for significant contributions to the State Grid's UHVDC projects [5] Group 3 - The company plans to optimize its market structure by responding to the demands for green, digital, and intelligent power grids, while also expanding its market presence in renewable energy generation [7] - Baiyun Electric aims to enhance its technological capabilities and product innovation in core areas such as new energy, smart technology, and energy efficiency [9] - The company is focused on developing advanced products like eco-friendly GIS and high-capacity transformers, while also improving integrated solutions in energy management and smart operations [9]

Core Insights - The rapid growth of China's express delivery industry is highlighted by the early surpassing of 1 trillion packages this year, occurring 35 days earlier than last year [1][2] - The increase in express delivery volume reflects the ongoing vitality of the Chinese economy and the effectiveness of policies aimed at boosting domestic demand and consumption [2][3] Group 1: Market Potential - The express delivery sector has seen continuous growth, with package volume exceeding 1 trillion for five consecutive years, indicating an expanding consumer market and increasing e-commerce penetration [3] - Policies promoting consumption, such as the "old-for-new" exchange program, are injecting new momentum into the market, enhancing the role of the postal and express delivery industry [3] Group 2: Logistics Efficiency - Improved logistics channels are evident, with efficient operations in regions like Yiwu, where daily shipments reach nearly 150,000 packages, ensuring timely delivery across the country [4] - The development of infrastructure, including high-speed rail and highways, has facilitated more efficient and convenient logistics transportation [4] Group 3: Technological Advancements - The integration of advanced technologies such as 5G, IoT, and AI is driving the smart upgrade of the express delivery industry, enhancing service efficiency and response speed [5][6] - The use of unmanned vehicles in delivery processes has significantly reduced costs and emissions, with a reported 40% decrease in delivery costs and zero tailpipe emissions [5]

7月2日，上千位来自全球各地的客商和专家齐聚上海，参加第四届楼宇科技TRUE大会，共同探讨打造绿 色智慧低碳建筑的前景与路径。他们次日参观的上海美的全球创新园区，展现了绿色智慧低碳建筑的全新 探索与生动样本。 中国建科院 首席科学家徐伟认为， 新型建筑能源系统 ，是 以低碳技术与智能化手段为支撑，通过统筹 光伏、热泵、储能、充电桩等新型能源，形成智能化、低碳化、可持续的建筑能源网络 ，这是一个万亿 级的市场。美的集团副总裁、美的楼宇科技事业部总裁管金伟说，单是高温热泵就是千亿级的市场。 在强大的技术创新力背后，是美的已经形成了从中央研究院、事业部的四级研发体系。美的集团中央研究 院院长孙年祥在作大会主题演讲时，阐述了基础材料的研究与应用在节能低碳技术领域的重要作用。他透 露，下一步，美的将运用 AI技术来筛选和研发新材料，来进一步提升电机、电控、磁悬浮轴承、磁制冷 的效率。 系统裂变：从暖通、电梯到生态 在低碳社会、智慧城市的建设过程中，把传统建筑改造为绿色低碳的智慧建筑是很重要的部分。而在建筑 能耗中，暖通空调的能耗占比一般达到三四成，所以降低建筑中暖通空调系统的能耗，便是打造绿色低碳 建筑的重中之重。 伴 ...

Core Viewpoint - Xuelong Group plans to establish an innovative R&D center and smart digital factory for key components of new energy commercial vehicles in Ningbo Economic and Technological Development Zone, with an initial investment of 680 million yuan [1][9]. Group 1: Investment and Project Details - The project will cover approximately 94.71 acres and aims to enhance product structure and meet diverse customer needs [1]. - The first phase of the project will focus on the intelligent manufacturing base for thermal management systems of new energy commercial vehicles, including the development of energy-saving fan integrated systems [7][9]. - The investment decision aligns with the company's long-term development strategy and is expected to strengthen its core competitiveness in the commercial vehicle parts sector [9]. Group 2: Strategic Development and Market Position - Xuelong Group has made significant progress in strategic layout and product promotion, including the construction of a new base in Beilun and expanding its presence in the new energy sector through external investments [2]. - The company has developed a low-voltage electric fan assembly for new energy commercial vehicles, which is competitive with foreign products and is now capable of mass production [2]. - A specialized R&D team has been established to achieve technological breakthroughs in high-pressure motors and control systems for cooling fans in new energy commercial vehicles [2]. Group 3: Regional Economic Impact - The project is expected to contribute to the economic transformation and high-quality development of the Beilun District, serving as a key demonstration project for the region [5][12]. - The investment will facilitate the efficient use and sharing of regional resources, promoting the development of other industrial enterprises in the area [12].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - New housing transaction area has increased month-on-month, while the year-on-year decline continues. The housing provident fund policies have been optimized in multiple regions [5][6] - The land transaction area has increased year-on-year, with a hot land auction market in Hangzhou, where all six residential land parcels sold at over 20% premium [5][42] - The issuance scale of domestic credit bonds has decreased year-on-year, indicating a tightening financing environment [8][47] Summary by Sections 1. Housing Market - In the 26th week of 2025, the transaction area of commercial residential properties in 68 cities was 3.62 million square meters, a year-on-year decrease of 37% but a month-on-month increase of 41%. Cumulatively, the transaction area from the beginning of the year to date is 62.44 million square meters, down 8% year-on-year [19][30] - The transaction area of second-hand houses in 20 cities was 2.12 million square meters, with a year-on-year growth rate of -5% [36] 2. Investment Sector - In the 26th week of 2025, 100 major cities launched land planning with a total area of 20.85 million square meters, and the transaction area was 23.18 million square meters, an increase of 1% year-on-year. The average transaction premium rate was 7.3% [42] - In Hangzhou, six residential land parcels were auctioned, totaling 178,983 square meters, with a total planning area of 388,218.2 square meters and a starting price of 11.585 billion yuan. All parcels were sold at over 20% premium, with three parcels exceeding 50% premium, generating a total revenue of 15.115 billion yuan [5][42] 3. Financing Sector - In the 26th week of 2025, the issuance of credit bonds was 4.49 billion yuan, a year-on-year decrease of 38% and a month-on-month decrease of 37%. The cumulative issuance scale was 175.16 billion yuan, down 20% year-on-year [8][47] 4. Market Performance - The real estate index rose by 3.07% in the week of June 23-27, 2025, outperforming the CSI 300 index, which increased by 1.95% [53]

近年来，我国美丽乡村建设取得明显成效，已累计建设5万个以上具有地方特色的美丽乡村。然而，对 标2035年农业现代化基本实现、农村基本具备现代生活条件的战略目标，我国美丽乡村的覆盖面和建设 水平仍有待提高。结合《美丽乡村建设实施方案》，笔者提出以下建议： 四是留住乡愁，彰显特色。各地村庄格局风貌是历史上顺应地理、气候、人文条件延续而形成的，要敬 畏历史、敬畏文化、敬畏生态，留住乡风乡韵乡愁。立足农业资源优势，实施农业品牌精品培育计划， 大力发展绿色、特色农产品种养，提升农产品品牌影响力和价值。立足乡村工业基础，推进农产品加工 业转型升级，打造特色农业产业集群，提升农业产业化水平。立足生态文化优势，加强传统村落保护利 用，推进农文旅深度融合，推动文化产业赋能乡村全面振兴，提升乡村旅游特色化、精品化、规范化水 平。深入实施农村产业融合发展项目，培育乡村新产业新业态。推动农村电商高质量发展。 五是科技创新，数智引领。要聚焦农村生活污水垃圾治理、农村黑臭水体治理、农业有机废弃物综合利 用等重点领域，加强美丽乡村建设的理论与技术研究，研发一批符合农村实际、简便实用的生态环境治 理关键技术与装备，优先在美丽乡村先行区推广应 ...