央视网消息：近日，国家防灾减灾救灾委员会办公室会同有关成员单位，对2025年7月全国自然灾害情 况进行了会商分析。7月份，我国自然灾害以洪涝和地质灾害为主，风雹灾害、台风灾害、干旱灾害、 地震灾害、森林火灾等也有不同程度发生。各种自然灾害共造成全国891.8万人次不同程度受灾，死亡 失踪295人，紧急转移安置和需紧急生活救助62.7万人次，倒塌房屋近2500户1.77万间，损坏房屋4.16万 户11.94万间，农作物受灾面积1256.5千公顷，直接经济损失521.5亿元。 7月份全国自然灾害主要特点有： 一、暴雨过程极端性强，北方地区洪涝灾害损失重 7月份，全国共出现10次区域暴雨过程，较常年偏多3次，其中7月中下旬两次过程给北方地区带来严重 洪涝和地质灾害。7月18日-22日，黄河、松辽等流域局地强降雨多点多发，其中山东济南、泰安、淄 博、潍坊等局地累计降水量300～500毫米，吉林通化和辽宁本溪、丹东等地局地超过250毫米，山东济 南、吉林通化等地发生严重洪涝灾害，山东、辽宁、吉林3省11.9万人次不同程度受灾，死亡失踪27 人，直接经济损失26.5亿元。7月24日-29日，华北地区出现强降雨过程，累计降 ...

Core Points - A mudslide in Tuanjie Village, Ning'er, Yunnan, caused by heavy rainfall, has resulted in 3 deaths and 1 missing person [1] - Local villagers reported severe weather conditions prior to the incident, including thunderstorms and significant property damage [1] - Emergency response efforts are underway, with 23 households and 58 individuals being relocated for safety [1]

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report The copper market presents a complex situation with a mix of neutral, bearish, and bullish factors. The copper price is expected to experience oscillatory adjustments due to factors such as a slowdown in Fed rate - cuts, rising inventories, ongoing geopolitical disturbances, and weak consumption during the off - season [3]. 3. Summary by Relevant Catalogs Daily View - **Fundamentals**: Smelting enterprises are reducing production, and the scrap copper policy has been relaxed. In June, the manufacturing PMI was 49.5%, unchanged from the previous month, indicating stable manufacturing sentiment (neutral) [3]. - **Basis**: The spot price is 79,535, with a basis of 285, showing a premium over futures (neutral) [3]. - **Inventory**: On July 25, copper inventories increased by 3,700 to 128,475 tons, and SHFE copper inventories decreased by 11,133 tons to 74,423 tons compared to the previous week (neutral) [3]. - **Market trend**: The closing price is below the 20 - day moving average, and the 20 - day moving average is moving downward (bearish) [3]. - **Main positions**: The main net positions are long, and the long positions are increasing (bullish) [3]. - **Expectation**: With a slowdown in Fed rate - cuts, rising inventories, geopolitical disturbances, and weak consumption during the off - season, the copper price will undergo oscillatory adjustments [3]. Recent利多利空Analysis - **Likely factors**: Domestic policy easing and trade - war escalation are the influencing logics, but specific利多 and利空 factors are not elaborated [4]. Supply - Demand Balance - The supply - demand situation in 2024 shows a slight surplus, and it will be in a tight balance in 2025 [21]. - The China annual supply - demand balance table shows production, import, export, apparent consumption, actual consumption, and supply - demand balance from 2018 to 2024. For example, in 2024, production is 12.06 million tons, imports are 3.73 million tons, exports are 0.46 million tons, apparent consumption is 15.34 million tons, actual consumption is 15.23 million tons, and there is a supply surplus of 0.11 million tons [23]. Other Information - **Spot**: Information on spot prices includes place, mid - price, price changes, and inventory types, but specific data is not filled in [7]. - **Exchange Inventory**: The report mentions exchange inventory, but no detailed analysis is provided [13]. - **Bonded Area Inventory**: Bonded area inventories are rising from a low level [15]. - **Processing Fees**: Processing fees are declining [17].

金十数据7月26日讯，菲律宾国家减灾委发布消息称，截至今天（7月26日）清晨6时，受台风"韦 帕"、"范斯高"、"竹节草"以及西南季风等天气系统的综合影响，菲律宾已经有30人死亡、7人失踪，受 灾人口超过529万。农业方面的损失超过7.6亿比索（约合人民币9500万元），基础设施方面的损失超过 50亿比索（约合人民币6.2亿元）。菲律宾全国范围内已经有154个市镇宣布进入灾难状态。 （CCTV国 际时讯） 台风等恶劣天气致菲律宾30人死亡 ...

Group 1 - The G20 finance ministers and central bank governors face challenges including ongoing wars, geopolitical tensions, and trade disputes [1] - High levels of debt and frequent extreme weather events, as well as natural disasters, are significant concerns [1]

南都讯记者王森发自北京近日，国家防灾减灾救灾委员会办公室会同有关成员单位，对2025年上半年全国自然灾 害情况进行了会商分析。 上半年，我国自然灾害以地震灾害、地质灾害、洪涝灾害为主，风雹灾害、干旱灾害、台风灾害、低温冷冻和雪 灾、森林火灾、沙尘暴灾害、生物灾害、海洋灾害等也有不同程度发生。各种自然灾害共造成2503.7万人次不同 程度受灾，死亡失踪307人，紧急转移安置62万人次，倒塌房屋4300余户2.96万间，损坏房屋10.6万户34.72万间， 农作物受灾面积2182.9千公顷，直接经济损失541.1亿元。 年初西藏定日6.8级地震造成重大损失 1月8日，在西藏定日县措果乡塘仁村安置点，消防救援人员和小朋友互动。1月7日，西藏日喀则市定日县发生6.8 级地震。 新华社记者晋美多吉摄 上半年，全国平均降水量较常年同期偏少3.7%，平均气温偏高0.8℃，主要江河径流总量较常年同期偏少2成。南 北方旱情呈阶段性、区域性发展，年初起广西降雨持续偏少，旱情发生较早，甘蔗等经济作物生长受到一定影 响。 上半年，我国大陆地区发生4.0级以上地震57次，其中1月份31次，最大震级为1月7日西藏定日6.8级地震造成12 ...

Group 1: Production Safety Accidents - In the first half of the year, a total of 8,562 production safety accidents occurred, resulting in 8,079 deaths, representing a year-on-year decrease of 22.9% and 17.8% respectively [2] - Major accidents numbered 4 with 70 fatalities, showing a year-on-year decline of 20% and 25.5% respectively; significant accidents totaled 172 with 634 deaths, down 6.5% and 9.7% [2] - Despite the overall decline in accident numbers, certain regions and industries still face prominent safety issues, including major fire accidents in crowded places and illegal transportation in the transportation sector [2] Group 2: Natural Disasters - Various natural disasters affected 25.037 million people, with 307 reported deaths or missing persons, and 620,000 people were urgently relocated [3] - The direct economic loss from natural disasters reached 54.11 billion yuan, with significant damage to housing and agricultural land [3] - Key characteristics of natural disasters included a major earthquake in Tibet, a decrease in the number of significant earthquakes, and severe geological disasters in the southwest region [3]

当地时间7月14日晚间，暴雨袭击美国中大西洋和东北部大片地区，导致纽约市和新泽西州北部部分地 区被淹，部分主要干道被迫关闭。新泽西州部分地区出现山洪暴发和强降雨，新泽西州州长菲利普.墨 菲宣布该州进入紧急状态。有社交媒体上的一段视频显示，新泽西州尤宁县新普罗维登斯市发生严重洪 灾，该县发言人凯利.马丁斯表示，洪水泛滥影响了该县大部分地区，该县已部署水上救援设备，目前 尚无人员死亡报告。此外，纽约州警方表示，该州的塔康尼克州立公园大道发生洪水，迫使当局关闭了 芒特普莱森特双向道路，斯普林布鲁克公园大道也因洪水双向关闭。(央视新闻) ...

Core Viewpoint - A severe thunderstorm impacted the Savoie region of France and northwest Italy, leading to the temporary suspension of train services between Paris and Milan due to heavy rainfall [1] Group 1: Weather Impact - The storm caused significant flooding in the Charmax River, with water levels exceeding riverbanks, particularly affecting the towns of Modane and Fourneaux, where water depth reached 50 centimeters [1] - The Savoie government reported that this flooding event is the most severe in 70 years for the Charmax River [1] Group 2: Local Response - Schools in Fourneaux were inundated and will be temporarily closed starting July 1 [1]

5月份，有4次沙尘天气过程影响中国，比2000年以来历史同期水平(2.9次)偏多，造成甘肃中东部、内蒙 古西部和新疆南部等地1万余人次不同程度受灾，农作物受灾面积5.6千公顷，直接经济损失300余万 元。 中新社北京6月10日电 (记者陈溯)记者10日从中国应急管理部获悉，5月份，中国各种自然灾害共造成直 接经济损失84.4亿元(人民币，下同)。 5月份，全国共发生森林火灾22起，其中，山西11起，陕西5起，黑龙江、甘肃各2起，内蒙古、河南各1 起。(完) 近日，国家防灾减灾救灾委员会办公室会同有关成员单位，对2025年5月全国自然灾害情况进行了会商 分析。5月份，各种自然灾害共造成全国997.8万人次不同程度受灾，死亡失踪55人，紧急转移安置4.37 万人次，倒塌房屋200余户近700间，损坏房屋1.13万户2.06万间，农作物受灾面积937.2千公顷，直接经 济损失84.4亿元。 5月份，全国平均降水量77.6毫米，较常年同期偏多10.4%。全国发生5次区域暴雨过程，主要影响南方 地区，在贵州、广西、广东、湖南、江西等地引发洪涝和地质灾害，局地造成较大人员伤亡。洪涝和地 质灾害造成161.6万人次不同程度 ...