2025 National People's Congress

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义乌“世界超市”:一件货品也能“批” 从生产爆款到制造爆款
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
◎记者 谭镕 "今年以来,对迪拜市场的出口量较去年同期增长50%以上,客户需求比较多。"近日,义乌语柏亚饰品 负责人朱文精对上海证券报记者说。 浙江星宝伞业有限公司董事长张吉英同样感受到了义乌市场的火爆。她说:"今年以来,共建'一带一 路'国家的客户量较去年同期增长30%以上。" 在订单火爆的同时,不少义乌商户正加快品牌出海的步伐。"产品不缺、产能不缺、品质不缺、标准化 不缺,品牌出海就有了根基。"义乌市陈明饰品有限公司总经理丁杏娟说。她正筹备其韩国首家品牌店 的开业,这是她全球"品牌出海"的关键一步。 在义乌这座"买卖全球"的商贸重镇,记者看到,线上线下融合、国内国外互通的小商品贸易立体生态圈 已然形成,义乌正实现从"货源地"向"品牌升级"的跃迁。在时尚化、国际化、数字化的多元驱动下,新 主体、新行业、新模式、新业态活力迸发。 IP+直播效应引燃新消费 "今年上半年,客流量较去年下半年增加不少。进入暑期,客流量迎来高峰期。"位于义乌国际商贸城一 区四楼的云隙珍珠饰品负责人朱云雪告诉记者。在她的店里,珍珠饰品琳琅满目,不少游客仔细挑选货 品,在镜子前端详佩戴效果。 义乌市场人潮涌动。 记者 谭镕 摄 IP加持 ...
顺势而为 驱动差异化战略质效升级——专访泰信基金总经理张秉麟
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
张秉麟 ◎记者 朱妍 在泰信基金总经理张秉麟的书架上,彼得·伯恩斯坦所著《与天为敌:风险探索传奇》一书格外醒目。 信手翻看,其中"成长股的高预期往往隐含高风险"的观点被重点标注。张秉麟这位深耕固收投研的掌舵 者,深谙绝对收益与风险管控的重要性。他致力于优化投研架构,以"守正出奇"为纲,带领泰信基金锚 定差异化突围。 "过去几年,泰信基金在硬科技赛道持续发力,打造了'小而精,专而强'的投研特色。同时,公司敏锐 捕捉行业'重回报'转型的趋势,以投资者获得感为核心,在权益投资的特色基础上,加速布局绝对收益 自履职以来,他注重在"硬科技"与"绝对收益"产品之间,找到投研、资源等方面的平衡点,顺应行业及 投资者需求的变化,进一步完善产品矩阵。 张秉麟介绍,在优化产品持有体验上,泰信基金主要在两方面补短板。首先,公司构建了追求"绝对收 益"的产品线,严控回撤与波动,这与行动方案提到的加大含权中低波动型产品等意见相符。其次,随 着指数投资时代的到来,被动类基金迎来了黄金发展期,泰信基金也顺应变化,加速量化和指增策略的 布局,并发展"量化+主动"的策略以优化产品回撤率。 "公司组建了量化策略投研团队,构建了基于大数据和机器学 ...
电力板块发力 A股半年报行情启幕
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
7月4日,A股主要股指走势分化,银行板块延续升势,带动沪指相对强势。截至收盘,上证指数报 3472.32点,涨0.32%;深证成指报10508.76点,跌0.25%;创业板指报2156.23点,跌0.36%。沪深两市合 计成交14286亿元,较前一个交易日放量约1200亿元。 电力板块多股涨停 进入7月,上市公司陆续披露半年度业绩预告,业绩成为短期股价的重要影响因素。昨日,在部分电力 公司业绩报喜的提振下,A股电力板块显著升温,多只电力股早盘封上涨停。截至收盘,申万电力指数 上涨0.80%,华银电力、韶能股份、金房能源、深南电A等多股涨停。 电力板块指数日K线图 范雨露 制图 ◎记者 费天元 消息面上,7月1日召开的中央财经委员会第六次会议强调,"纵深推进全国统一大市场建设,要聚焦重 点难点,依法依规治理企业低价无序竞争,引导企业提升产品品质,推动落后产能有序退出"。 7月3日,工业和信息化部举行第十五次制造业企业座谈会表示,要坚决落实中央财经委第六次会议关于 纵深推进全国统一大市场建设的决策部署,综合治理光伏行业低价无序竞争。聚焦重点难点,依法依 规、综合治理光伏行业低价无序竞争,引导企业提升产品品质,推动 ...
上海提出“大企策源”新范式 加速生物医药产业链并购整合
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
Group 1 - The core viewpoint of the article is the launch of the "Chenyue Capital" fund by Shanghai Kechuang Group, which aims to support the innovation and upgrading of the biopharmaceutical industry through three main models: large enterprise mergers and acquisitions, large enterprise outputs, and large enterprise incubation [1][2][3] - The fund will link various resources including government, industry, academia, research, finance, and application to drive industry innovation [1][2] - The "large enterprise sourcing" methodology proposed by the company focuses on creating a "core without borders" system to enhance the biopharmaceutical ecosystem [2][3] Group 2 - The first merger fund, "Chenyue New Dawn," has been established with a target total scale of 1.1 billion yuan and has completed its first acquisition transaction [3] - The company aims to assist government efforts in accelerating industrial aggregation to create a 100 billion yuan biopharmaceutical industry cluster in Shanghai [3] - The fund will also help large enterprises reduce costs and expand, while supporting startups in connecting with ecological resources to shorten their R&D and上市周期 [3]
黄山的民宿、凉山的老菜馆拿到了贷款
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
Group 1: Financial Support for Consumption Infrastructure - Financial institutions are increasing credit support for consumption infrastructure to enhance supply efficiency, with specific projects receiving significant funding, such as a nearly 1 billion yuan loan approved by ICBC for a national 5A scenic area [1] - Everbright Bank has optimized its "Logistics Pass" product to support the digital transformation and cost reduction in the logistics industry, covering various scenarios including network freight and traditional logistics [1] - Suggestions for future financial support include developing long-term, low-cost credit products tailored to project characteristics and enhancing collaboration with government departments [1] Group 2: Personal Consumption Loans - Financial institutions have adjusted credit policies for personal consumption loans, increasing limits and extending terms to better meet consumer demand, with CCB's personal consumption loan scale exceeding 590 billion yuan, a 27% increase year-on-year [2] - Several banks have introduced innovative products targeting specific demographics, such as the "Yangyi Loan" for the elderly, with significant credit issued in the first five months [2] - Banks like Minsheng Bank have upgraded their loan products, increasing the maximum loan amounts and extending repayment terms to accommodate consumer needs [2] Group 3: Future Outlook for Personal Consumption Credit - Recommendations for future personal consumption credit products include offering personalized options based on different consumption scenarios, utilizing big data and AI for risk assessment, and simplifying approval processes to enhance efficiency [3] - Collaboration with merchants to create exclusive offers and educating consumers on loan knowledge and risks are also suggested to promote rational borrowing [3]
迎峰度夏进行时 能源央企当好保供“顶梁柱”
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
Group 1 - The peak electricity load in Southern Power Grid reached 240 million kilowatts, a year-on-year increase of 6.1%, and is expected to reach 270 million kilowatts during the summer peak period [1] - The State-owned Assets Supervision and Administration Commission (SASAC) has mandated state-owned enterprises to ensure energy supply stability through various measures, including the construction of thermal power projects and enhancing grid safety [1] - National Grid's 140 key summer peak projects have been completed, with a total investment of 30.3 billion yuan, adding 5,006 megavolt-amperes (MVA) of transformer capacity and increasing supply capacity by over 30 million kilowatts [2] Group 2 - The National Energy Group reported a power generation of 102.58 billion kilowatt-hours in June, a year-on-year increase of 1.6%, with various energy sources contributing to the supply [2] - The coal supply is critical for energy security, with the National Energy Group's coal sales achieving record levels, optimizing resource allocation, and expanding logistics channels to ensure coal supply [3][4] - Southern Power Grid has implemented measures to enhance energy supply efficiency, including early deployment of power supply measures and promoting renewable energy integration [5] Group 3 - China General Nuclear Power Group has increased inspection efforts to ensure stable operation of nuclear and renewable energy facilities, with a focus on risk management and equipment reliability [6] - The Three Gorges Group has successfully completed reservoir management tasks and maintenance work, ensuring optimal operation of hydropower stations during the summer [6]
多部门协力部署 复制推广上海自贸试验区77条试点措施
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
◎记者 白丽斐 国务院近日印发《关于做好自由贸易试验区全面对接国际高标准经贸规则推进高水平制度型开放试点措 施复制推广工作的通知》(下称《通知》),将试点成熟、成效显著、风险可控的77条试点措施向更大 范围复制推广。其中,4条复制推广到其他自贸试验区,43条复制推广到全国。 将形成更多"上海经验"和"上海做法" 上海市委常委、常务副市长吴伟表示,《全面对接国际高标准经贸规则推进中国(上海)自由贸易试验 区高水平制度型开放总体方案》印发以来,上海市在商务部、中国人民银行、海关总署和各相关部门的 指导帮助下,着眼服务国家大局,着眼深化高水平对外开放压力测试,着眼统筹开放和安全,积极落实 主体责任,全力推动80条试点措施的落地见效。 吴伟介绍,试点措施成效主要体现为"四个进一步":贸易投资便利化进一步提升、数字贸易创新进一步 提速、"边境后"制度改革进一步深化、制度型开放红利进一步释放。未来上海将进一步加强政策宣传, 不断拓展应用场景,持续释放制度创新红利,形成更多"上海经验"和"上海做法"。同时,在有关部门的 支持指导下,与各地一道做好自贸试验区制度创新成果复制推广工作。 吴伟表示,上海自贸试验区依托上海数字贸易 ...
更好满足CIPS业务发展需要 央行拟修订人民币跨境支付系统业务规则
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
Core Viewpoint - The People's Bank of China has revised the "Rules for Cross-Border Payment System of Renminbi (Draft for Comments)" to better accommodate the expansion and management needs of participants in the Cross-Border Interbank Payment System (CIPS) [1][2]. Group 1: Revision Considerations - The revision aims to better meet the expansion and management requirements of CIPS participants, as the original rules were insufficient due to the growth of CIPS business and participant scale [2]. - The updated rules will enhance the management mechanism for participants, ensuring that the needs for expansion are effectively met and improving the overall management level of CIPS participants [2]. Group 2: Specific Content of the Rules - The revised rules clarify aspects such as account management, business processing, settlement mechanisms, risk management, and emergency response [3]. - In account management, the rules standardize the opening of accounts for participants and operating institutions, the ownership of settlement funds, and liquidity management [3]. - For business processing, the rules specify the types of business participants can engage in and regulate actions such as message permission applications, system logins, and business type entries [3]. - The settlement mechanism is defined, including queue management, business cancellation and return, and accounting and reconciliation for participants [3]. - Regarding risk management and emergency response, the rules require CIPS operating institutions and participants to establish emergency response mechanisms, early warning systems for operational anomalies, and backup systems for timely fault handling [3].
黄山的民宿、凉山的老菜馆拿到了贷款——信贷资金“滴灌”服务消费供需两端“两手抓”
Shang Hai Zheng Quan Bao· 2025-07-04 19:00
◎记者 张琼斯 近日,中国人民银行等六部门印发《关于金融支持提振和扩大消费的指导意见》(下称《意见》),提 出支持发展服务消费、支持消费基础设施建设等19项措施。 《意见》发布后,多家商业银行从消费供给和需求两端强化金融服务,在助力消费前端市场的同时,将 目光聚焦于消费供给端的庞大产业生态。既满足文旅等消费行业经营主体的多样化融资需求,又加大对 消费基础设施领域的信贷投放力度,并持续优化对个人消费者的金融服务。 金融活水精准"滴灌"文旅产业 他进一步分析称,一些项目属性存在公益性与商业性叠加,收益模型复杂,尤其是文旅、体育等项目投 资大、回报慢,往往依赖地方政策与多元主体参与,金融机构在风险衡量、授信机制等环节缺乏足够经 验。而且,部分消费基础设施如养老、医疗等项目现金流稳定性较弱,传统的抵押担保难以完全覆盖风 险,造成信贷投放意愿不足。 作为发展服务消费的重要抓手,文旅产业得到了金融活水的精准"滴灌"。 黄山因其世界级自然景观、深厚的徽州文化底蕴,吸引各地游客。景区附近密布着大小民宿。"整体提 升民宿服务和品质"被写入安徽印发的《进一步推动文化和旅游融合发展的实施意见》中。 然而,以信贷资金支持民宿行业发展 ...
PRTA Dives 53.5% YTD: Will the Restructuring Effort Boost Prospects?
ZACKS· 2025-07-04 18:56
Core Viewpoint - Prothena Corporation (PRTA) has faced significant challenges, including a 53.5% decline in shares year-to-date, primarily due to pipeline setbacks and a major workforce reduction of 63% to cut operating costs [1][2]. Financial Outlook - PRTA has revised its annual guidance, expecting a net cash burn of $170-$178 million for 2025, with an estimated cash position of approximately $298 million [3]. - The company anticipates a net loss between $240 million and $248 million for 2025, an increase from previous estimates of $197-$205 million [3]. - The estimated loss includes $105-$110 million in operating expenses related to the discontinued birtamimab program and reorganization costs [4]. Pipeline Developments - The discontinuation of birtamimab, a key pipeline candidate, followed the failure of the phase III AFFIRM-AL study to meet its primary endpoint [6][7]. - Despite the setback with birtamimab, partner Roche is advancing the pipeline candidate prasinezumab into phase III development for early-stage Parkinson's disease, which could provide financial benefits to PRTA through royalties and milestone payments [11][12]. Future Programs - PRTA is expecting initial data from a phase I study on its PRX012 program for Alzheimer's disease in August [13]. - The company is also collaborating with Novo Nordisk on Coramitug for ATTR amyloidosis and with Bristol Myers on several early-stage neurological programs, including BMS-986446 for Alzheimer's disease [13][14][15].