■本报记者 郝飞 然而2024年末，随着中药材收购旺季的到来，企业需要陆续支付几笔药农货款，资金压力巨大。关键时 刻，邮储银行定西市分行主动上门服务，详细了解企业情况后，提出为企业量身打造三年内可循环使 用、随借随还的灵活融资方案。 在综合考量融资成本后，公司同意了邮储银行的方案。但新的问题又出现了，公司负责人陈皓正在武 汉，无法及时赶回岷县办理贷款手续。邮储银行工作人员得知后，主动"追"到武汉，上门进行贷款合同 等相关材料的面签工作。 陈皓感慨地说："你们的上门服务真是做到企业心坎里去了。邮储银行的客户经理专业高效、认真负 责，对我们来说真是雪中送炭。" 此后，邮储银行定西市分行还根据企业资金需求情况，再次调整金融服务方案，支持企业发展。通过此 次服务，银企之间也搭建起了长期稳定的合作关系。 如今，作为当地中药材产业龙头企业，九州天润通过"公司+合作社+农户"模式带动周边8个乡镇中药产 业发展，每年向当地合作社和农户采购大量药材。其当归、黄芪、党参等道地药材的市场占有率在西北 地区保持领先地位。 近年来，岷县立足资源禀赋，着力推动当归产业高质量发展，打造起全国最大的当归种植基地，建有全 国唯一以当归为主的原 ...

Group 1 - The core viewpoint of the articles highlights the transformation of pig farming from experience-based to data-driven practices, facilitated by financial support from Postal Savings Bank [1][2] - The modern pig farm in Liupanshui, Guangxi, has automated feeding processes and real-time monitoring of environmental conditions, housing 30,000 pigs [1] - The financial support from Postal Savings Bank included a tailored loan of 480,000 yuan with preferential interest rates, which significantly alleviated the financial burden on the farm [1] Group 2 - The annual output of the farm has exceeded 30,000 pigs, resulting in net profits reaching the million-yuan level and creating job opportunities for 20 local villagers [2] - The Postal Savings Bank has established a "green channel" for rural revitalization credit business, prioritizing loan approval and innovative financial products [2] - The bank aims to integrate finance, technology, and industry to support the transition of the livestock industry from traditional methods to data-driven approaches [2]

据了解，东莞市富之源饲料蛋白开发有限公司是益海嘉里金龙鱼食品集团股份有限公司的全资子公司， 该公司主要产销饲料蛋白（菜籽粕等）、饲料、菜籽油等产品。"在国际形势复杂多变的情况下，如果 没有期货工具的应用，是很难抓住机会的。正是因为有了期货工具，我们才能抓住更多市场机会，实现 快速发展。"范振宇如是说。 油脂油料作为粮食产业的重要组成部分，受自然因素、国际市场行情等多方面因素影响，价格波动较 大。这不仅影响着种植、食品加工、饲料生产等上下游产业发展，更与百姓日常生活息息相关。因此， 整个产业对规避风险的需求强烈。 期货市场通过发现价格、管理风险等功能，可以为油脂油料相关企业提供有效的风险管理工具。菜籽 油、菜籽粕期货分别于2007、2012年在郑州商品交易所（以下简称"郑商所"）上市，菜籽油、菜籽粕期 权分别于2022、2020年在郑商所上市，油脂油料板块的衍生品工具不断丰富。 经过多年来持续不断的市场培育，菜籽油、菜籽粕期货期权功能逐步发挥，不仅为产业链上下游企业提 供了更加丰富、精细、灵活的风险管理工具，促进了产业的稳定发展，还在保障粮食和重要农产品供应 等方面发挥着不可替代的作用。 降低企业经营风险 菜籽 ...

https://mp.weixin.qq.com/s/KDppBkY_HF7Awogbo535sw 生成式AI 一、 外媒：苹果内部讨论买Perplexity，140亿美元史上最大收购？ 1. 苹果公司高管内部讨论收购AI搜索初创公司Perplexity，可能以140亿美元成为苹果史上最 大收购； 2. Perplexity以检索、排序和整合信息的能力著称，对改进Siri和开发新一代搜索引擎具有战 略价值； 3. 此举可能帮助苹果摆脱与谷歌 的 长期 合作 关系 ， 威胁 价值200亿美元的搜索默认协 议，顺应AI搜索趋势。 二、 月之暗面新博客，介绍了一款自主 Agent，Kimi-Researcher 1. 月之暗面发布的Kimi-Researcher Agent在"人类最后一场考试"中获得26.9%的成绩，创 下最新SOTA水平； 2. 该Agent基于Kimi k系列模型构建，完全通过端到端智能体强化学习训练，平均每项任务 执行23个推理步骤； 3. Kimi-Researcher擅长多轮搜索和推理，在学术研究、法律分析等复杂任务中表现出色， 将逐步向用户开放并计划开源。 https://mp.wei ...

Core Viewpoint - A class action lawsuit has been filed against Krispy Kreme, Inc. for misleading statements regarding its partnership with McDonald's and the subsequent decline in product demand, with a lead plaintiff deadline set for July 15, 2025 [1][4]. Group 1: Lawsuit Details - The lawsuit alleges that Krispy Kreme made false and misleading statements about the demand for its products at McDonald's locations, which significantly declined after the initial marketing launch [4]. - It is claimed that the declining demand at McDonald's was a key factor in the drop in average sales per door per week, and that the partnership with McDonald's was not profitable [4]. - The lawsuit states that these issues posed a substantial risk to maintaining the partnership with McDonald's and led to a pause in Krispy Kreme's expansion into new locations [4]. Group 2: Legal Representation - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering hundreds of millions of dollars for investors [3]. - The firm has been recognized for its leadership in securities class action settlements, achieving the largest settlement against a Chinese company at the time and ranking highly in the number of settlements since 2013 [3]. Group 3: Participation Information - Investors who purchased Krispy Kreme securities during the class period can join the class action without any out-of-pocket fees through a contingency fee arrangement [1][2]. - Interested parties can find more information and join the class action by visiting the provided link or contacting the firm directly [2][5].

Macro News - The Ministry of Finance reported that from January to May, the national general public budget revenue was 96,623 billion yuan, a year-on-year decrease of 0.3% [2] - Tax revenue was 79,156 billion yuan, down 1.6% year-on-year, while non-tax revenue increased by 6.2% to 17,467 billion yuan [2] - Central government revenue was 41,486 billion yuan, down 3% year-on-year, while local government revenue increased by 1.9% to 55,137 billion yuan [2] Industry and Company - *ST Jinguang received a decision to terminate its stock listing, with the last trading date expected to be July 18, 2025 [8] - The National Medical Products Administration announced measures to support the innovation and development of high-end medical devices, including optimizing special approval procedures and enhancing post-market supervision [11] - The State Administration for Market Regulation will conduct national supervision and sampling inspections on 164 products this year, with a focus on children's products and emerging industries [12] - The EU-China Chamber of Commerce opposed the European Commission's decision to exclude Chinese companies from participating in public procurement for medical devices [13] Financial and Securities - China Galaxy Securities predicts that the A-share market will show a fluctuating upward trend in the second half of the year, supported by policy measures and long-term capital inflows [20] - CITIC Securities highlights the growth of domestic beauty brands in the high-end market, suggesting a focus on companies with strong management and operational capabilities [21] Upcoming Events - This week, 59 companies will have their restricted shares released, totaling 5.364 billion shares with a market value of 583.21 billion yuan [16] - The top three companies by market value of released shares are: China Railway Construction Heavy Industry (15.229 billion yuan), Longxin Technology (14.655 billion yuan), and Hendi Pharmaceutical (3.627 billion yuan) [17]

昨天（6月21日） 是世界渐冻人日。 当晚， 渐冻症"斗士" 蔡磊发微博称，" 单基因渐冻症药物已经实现突破 ，三年前都是绝望必然死去的患 者， 现在有的可以活下来 ，这是中国科技的力量，是国家支持、社会关怀、患者团结的结果。" "三年前都是绝望必然死去的患者，现在有的可以活下来，这是中国科技的力量，是国家支持、社会关 怀、患者团结的结果。"蔡磊说，中国渐冻症药物研发的速度和数量正跑向世界前列。 据新华社报道， 今年是蔡磊与渐冻症抗争第6年。 2019年秋，41岁的蔡磊被确诊为 渐冻症。渐冻症是一种原本并非广为人知的慢性神经性疾病，面对从未 有过治愈案例的绝症，大多数病友选择放弃挣扎，只想让自己活得更轻松一些。 但蔡磊却选择常人不敢做的事——攻克渐冻症，不惜一切向绝症发起挑战。 科研需要的大量资金是第一道难关。他四处奔走，寻求企业和社会各界的支持。"每天都在被拒绝，没想 到资金用得这么快，但我从未想过放弃。"蔡磊曾说。 一边解决资金问题，一边克服组建科研团队新挑战。 仅在2024年，在多方力量支持下，他们成功推动10 条药物管线进入临床阶段，发起成立的"渐愈互助之家"目前已触达1.5万名渐冻症患者。他发起渐冻 ...

Core Viewpoint - Shaoyang Hydraulic (301079) is planning to issue shares and pay cash to acquire assets, which is expected to constitute a major asset restructuring without changing the actual controller of the company [1][5]. Group 1: Transaction Details - The target of the transaction is Chongqing Xincheng Hangrui Technology Co., Ltd., established on June 24, 2004, with a business scope that includes inspection and testing services, manufacturing and processing of mechanical products, and new material technology research and development [5]. - Shaoyang Hydraulic is a comprehensive enterprise in the domestic hydraulic industry, producing hydraulic components, complete hydraulic systems, and hydraulic cylinders, with its predecessor established in 1968 [5]. Group 2: Financial Performance - In the past two years, Shaoyang Hydraulic has experienced a decline in performance, with revenue in the 2023 annual report showing a year-on-year decrease due to the impact of the new hydraulic component production base and increased bad debt provisions from rising receivables [6]. - The company anticipates that in 2024, revenue will increase without a corresponding increase in profit, primarily due to investments in technical upgrades and capacity expansion projects, leading to increased fixed asset depreciation and bad debt provisions [6].

Group 1 - The Iranian parliament has concluded that the Strait of Hormuz should be closed, but the final decision rests with the Supreme National Security Council of Iran. This strait is a crucial maritime route for global oil trade, with about one-third of the world's seaborne oil passing through it [1] - Following the U.S. military's reported strikes on Iranian nuclear facilities, tensions in the Middle East have escalated, leading to significant impacts on global commodity and financial markets. Investors are selling off risk assets, resulting in a sharp decline in cryptocurrency values, including Bitcoin dropping below $100,000 [1][2] Group 2 - Since the Israeli attack on Iran, international oil prices have risen by approximately 10%, with June's increase exceeding 20%. Ongoing political instability in Iran could lead to sustained high oil prices [2] - Oil is the most directly affected commodity by Middle Eastern conflicts. Oil supply from conflict-affected countries typically does not recover until the intensity of the conflict decreases significantly [2][3] - Gold and the U.S. dollar are also gaining attention as safe-haven assets. International gold prices have seen a slight decline, while the U.S. dollar index has increased by 0.64% [2] Group 3 - Market sentiment tends to drive gold prices up before conflicts begin, with two potential price patterns observed post-conflict: prices may spike and then retreat if the conflict was anticipated, or reach a peak around ten days after an unanticipated conflict [3] - The U.S. stock market is expected to experience minimal impact from the conflict unless the U.S. directly intervenes. Historical data suggests that Middle Eastern conflicts primarily affect U.S. stocks in the initial weeks, with recovery typically occurring shortly thereafter [4]

今年5月1日起，江苏境内101座船闸正式取消船舶过闸收费，新建船闸同步执行免费政策。此次取消收 费的船闸占江苏省现有通航且收费船闸数量的65.6%，涉及交通船闸27座、水利船闸73座以及农业农村 船闸1座。 政策红利同样为依赖水运的企业注入发展动能。船舶过闸费的减免直接降低了企业运营成本，提升其市 场竞争力。 以江苏沙钢集团淮钢特钢股份有限公司（简称"淮钢公司"）为例，该公司测算显示，盐河航道上善南 闸、沂北闸、沂南闸、朱码闸四座船闸纳入免费范围后，运价每吨下降1.08元。按每年运输250万吨原 料计算，每年可节省水路运输成本约270万元，占年水路运输成本的2%。 虞山船闸负责人直言，船闸免费大幅降低船舶单趟运输成本，使企业效益和市场竞争力显著提升，为扩 大生产注入信心，更为区域经济发展增添新动能。 如今，政策实施"满月"，水路运输减负成效如何？近日，记者深入多地，进行了采访。 真金白银减负担 船民企业齐受益 对于常年以船为家、奔波水上的船民而言，每一次的船闸过闸费都是沉甸甸的运营成本。 6月9日，在苏州虞山船闸，船主王师傅翻开账本向记者展示："过去过闸次次缴费，日积月累下来开支 惊人。现在政策免了这笔费用， ...