"这周末快40度了，空调能提前送货安装吗？"家住江苏省南京市的秦女士即将入住新房，在苏宁易购购 买的2台空调原计划7月中旬才送货安装，而提前到来的高温让她措手不及，只能求助于专属"蓝朋友"。 苏宁易购家电管家王娇娇第一时间沟通协调物流仓库及帮客工程师，第二天即完成了两台空调的送货及 安装调试。"最近一周到店选购空调的顾客比之前多了一倍还不止，通过门店仓库联动，今天下单明天 就能送货，最快24小时就能让顾客用上空调，V4、V5会员还可获得一次空调免费清洗服务。"王娇娇 说。 7月2日，国家疾病预防控制局联合中国气象局发布首个全国高温健康风险预警，多地亮起代表"极高风 险"的红色警报。未来一周，华北南部、黄淮至江南、华南的大部地区都将体验"蒸桑拿"，山东、河 南、安徽、江苏、湖北、浙江等地还可能出现40℃及以上的酷热天气。多地夜间最低气温仍达30℃左 右，形成全天候的高温"围攻"之势。 持续高温点燃清凉家电消费，空调换新、清洗需求加速释放。苏宁易购清凉节推出爆款空调一口价，叠 加国补、厂补、苏宁补多重优惠后至高立省50%，其中1.5匹一级能效变频空调低至1599元，3匹客厅风 管机低至3999元。以旧换新单台空调 ...

据南京发布消息，首份"苏超"赛事影响力报告出炉。7月1日，从国家统计局江苏调查总队获悉，近期国家统 计局江苏调查总队对全省3189位常住居民开展的专题调研显示，江苏省城市足球联赛成功收获群众的关注度 与美誉度。赛事影响力与刺激消费互促共振。 香港特区政府公布"粤车南下"初步实施阶段，每日配额100辆车 香港特区政府7月2日公布"粤车南下"将于今年11月实施。香港特区政府运输及物流局局长陈美宝2日宣布， 经与广东省相关部门协商后达成共识，"粤车南下"计划争取于11月正式启动实施。初步实施阶段，每日配额 100辆车，车辆可驶入香港市区。 8月1日起，现金买黄金钻石超10万元需上报 7月2日消息，央行近日印发《贵金属和宝石从业机构反洗钱和反恐怖融资管理办法》（下称《管理办法》） 称，客户单笔或者日累计金额人民币10万元以上(含10万元)或者等值外币现金交易的，从业机构应当按照规 定在交易发生之日起5个工作日内向中国反洗钱监测分析中心提交大额交易报告。该办法自8月1日起施行。 全国首个！"无堂食外卖"标准来了 "苏超"赛事影响力报告：赛事经济成为激发城市消费活力的新引擎 近日，重庆市市场监管局制定发布了《无堂食外卖经 ...

Group 1 - Chongqing Steel (601005) has seen a significant rise in stock price, with its H-shares increasing by 130% recently, contrasting with its previous low of around 1 yuan last year [1][2] - The collective movement in steel stocks is attributed to recent production cuts in Tangshan and government meetings emphasizing the need to eliminate low-price competition and promote quality improvement [1][2] - The current production cuts in Tangshan are widespread but do not have a direct correlation with industry capacity reduction policies, leading to uncertainty about the future of capacity elimination in the steel sector [1][6] Group 2 - The recent surge in steel stocks has been driven by multiple favorable factors, including government policies aimed at reducing excess capacity and improving product quality [2][5] - The steel industry is characterized by a high concentration of low-priced and undervalued stocks, which tend to react strongly to news regarding capacity reduction [2][5] - The profitability of steel companies is closely linked to steel prices, which affects their willingness to reduce production; recent data shows that the steel industry achieved a profit of 31.69 billion yuan in the first five months of 2025, surpassing the total profit of 29.19 billion yuan for the entire year of 2024 [5][6] Group 3 - The current market dynamics indicate that the overall supply-demand relationship in the steel industry has not undergone a significant shift, despite recent price fluctuations [4][8] - The focus of future policy efforts on capacity reduction may not necessarily target the steel industry, as the current overcapacity issues are more prevalent in emerging industries like new energy vehicles and photovoltaics [6][8] - The capacity reduction policies are expected to be more market-driven and regionally tailored, avoiding a one-size-fits-all approach that could lead to market volatility [7][8]

PYX-201 Mechanism and Target - PYX-201 is a first-in-concept extracellular-cleaving ADC targeting EDB+FN, a non-cellular component of the tumor extracellular matrix [6, 7] - EDB+FN is highly overexpressed in various solid tumors, releasing the payload extracellularly for direct tumor killing, bystander effect, and immunogenic cell death [10, 11] - PYX-201's unique mechanism of action (MOA) may address a primary cause of drug resistance by altering the ECM [16] Clinical Trial and Tolerability - Phase 1 dose escalation study included 80 patients with 10 solid tumor types [29] - PYX-201 demonstrated a favorable tolerability profile with a low treatment discontinuation rate of 1% [6, 39] - The identified dose range for further evaluation is 3.6 - 5.4 mg/kg [6, 34] Efficacy and Responses - An overall response rate (ORR) of 26% was observed in 6 responding tumor types (n=31) at the identified dose range of 3.6-5.4 mg/kg [6, 43] - In HNSCC patients within the 3.6 – 5.4 mg/kg dose range, a 50% ORR and 100% disease control rate (DCR) were observed [6, 54] - Median time on study in Phase 1 Part 1 was approximately 12 weeks [50, 51] Future Development and Catalysts - A clinical trial collaboration will evaluate PYX-201 in combination with KEYTRUDA® (pembrolizumab) [18] - Multiple clinical catalysts are expected in the next 6-18 months, including readouts from HNSCC monotherapy and early line combination studies [6, 65] - As of Q3 2024, the company has $146 million in cash, providing runway into 2H 2026 [87]

Company Overview - enCore Energy aims to produce 3 million pounds of U3O8 per year by the end of 2026 and 5 million pounds of U3O8 per year by the end of 2028 [26] - The company has a market capitalization of $835,566,936 USD as of February 12, 2024 [34] Production and Operations - Rosita Central ISR Uranium Processing Plant (CPP) restarted production in November 2023 and is expected to produce approximately 200,000 pounds of U3O8 per year [65, 92] - The Rosita CPP has a licensed production capacity of 800,000 pounds of U3O8 per year, with the potential to double capacity within existing licenses [67] - Alta Mesa CPP is planned for production in 2024, with an initial production target of approximately 500,000 pounds [16, 96] - The combined capacity of the company's three fully licensed CPPs (Rosita, Kingsville Dome, and Alta Mesa) is 3.6 million pounds of U3O8 per year [82] Resource Estimates - Alta Mesa and Mesteña Grande have total Measured and Indicated Mineral Resources of 1,570,000 tons at 0.109% U3O8, containing 3.41 million pounds of U3O8 [95] - Alta Mesa and Mesteña Grande have total Inferred Mineral Resources of 6,996,000 tons at 0.120% U3O8, containing 16.793 million pounds of U3O8 [95] - Dewey-Burdock Project has Measured and Indicated ISR Resources of 7,388,222 tons at an average grade of 0.116% U3O8, containing 17.12 million pounds [102] - Gas Hills Project has Measured & Indicated ISR mineral resources of 3.83 million tons at 0.101% eU3O8, attributable to 7.71 million pounds U3O8 [111] - Crownpoint & Hosta Butte Project has total Indicated Mineral Resource of 10.96 million tons at Grade eU3O8 0.117 %, attributable U3O8 is 25.70 million pounds [124] Market and Strategy - The company has four uranium sales agreements in place [23, 87] - The company is pursuing a non-core asset divestment strategy [25, 136] - The company is investing in new technologies like Prompt Fission Neutron (PFN) technology [25, 58, 137]

国外 1. 小摩：非农或重新点燃美国经济增长担忧，并加大美联储降息压力 美元交投稳定，因投资者在关键的美国非农就业报告出炉前按兵不动。经济学家预计，6月就业人口增 加11万人，低于5月的13.9万人，失业率预计将从4.2%上升至4.3%。摩根大通在一份报告中表示，这可 能会让对经济增长的担忧"重新成为人们关注的焦点"，并加大美联储加快降息时间表的压力。然而，他 表示，与就业相比，通胀离目标更远，因此美联储应在降息问题上保持谨慎立场。 2. 瑞银：特朗普对越南的20%关税处于预期范围的低端 瑞银经济学家William Deng在一份研究报告中说，美国对越南商品征收的20%关税处于预期范围的低 端。越南允许美国商品免税进入该国的决定"在很大程度上是意料之中的"，因为美国产品在技术和能源 等领域的更多准入应该有利于越南的经济增长。该贸易协议的细节对于确定对越南的经济影响至关重 要，尤其是对转运货物的影响，转运货物将面临40%的关税。今后一个关键的观察点是，是否有进一步 向美国和国际资本开放金融市场的细节。 3. 星展银行：美越贸易协议降低风险，但缺乏细节 星展银行高级经济学家Chua Han Teng说，美越贸易协 ...

Core Insights - WisdomTree, Inc. (WT) shares experienced a significant increase of 6.6%, closing at $12.25, with a notable trading volume, contributing to a total gain of 20.4% over the past four weeks [1][2]. Analyst Ratings - Morgan Stanley raised its price target for WisdomTree from $9.75 to $11.00 while maintaining an equal weight rating [2] - Northcoast Research upgraded WisdomTree from neutral to buy, setting a price target of $15.00 [2] - Goldman Sachs upgraded its rating from sell to neutral and increased the price target from $9.50 to $11.90, reflecting a wave of bullish sentiment among analysts [2] Earnings Expectations - WisdomTree is expected to report quarterly earnings of $0.17 per share, representing a year-over-year increase of 6.3% [3] - Revenue expectations stand at $111.06 million, which is a 3.8% increase compared to the same quarter last year [3] Earnings Estimate Trends - The consensus EPS estimate for WisdomTree has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] - WisdomTree currently holds a Zacks Rank of 2 (Buy), suggesting positive market sentiment [4] Industry Context - WisdomTree operates within the Zacks Financial - Miscellaneous Services industry, where another company, Moody's (MCO), closed 1.1% lower at $497.12, with a 4.2% return over the past month [4]

Core Insights - The 2025 Global Digital Economy Conference (GDEC 2025) commenced in Beijing, focusing on "Building a Digital-Friendly City" and attracting thousands of participants, including over 300 international guests from more than 50 countries [1] Group 1: Global Digital Economy City Alliance - The Global Digital Economy City Alliance was launched by Beijing in collaboration with over 40 partner cities from various regions, aiming to address digital infrastructure, cross-border data governance, AI ethics, and smart city applications [2] - The Alliance represents a transition in digital economy cooperation from bilateral exchanges to multilateral coordination and from project-based initiatives to institutionalized mechanisms [2] Group 2: Milestones in Digital Economy Development - The establishment of the Alliance follows the "Digital Economy Partner Cities" initiative from GDEC 2023 and the "Six-Action Plans" launched in 2024, showcasing Beijing's commitment to innovative digital economy pathways [3] Group 3: Conference Structure and Hosting - GDEC 2025 is approved by the State Council of China and co-hosted by multiple governmental and international organizations, featuring a "1+6+N" structure that includes one opening ceremony, six main forums, and various thematic events [4]

沿雷锋新河设计的滨河步道、亲水平台、儿童乐园及休憩驿站等设施一应俱全，充分满足全年龄段市民的休闲、 运动与社交需求，将成为周边居民日常游憩的优选地。 长沙晚报掌上长沙7月3日讯（全媒体记者 贾凯清 通讯员 胡翔）7月3日，走进梅溪湖中央公园北段一期（纳秋路 —看云路）项目，只见阳光下的生态景观带绿意盎然，滨河步道崭新平整。记者从湘江集团梅溪湖公司获悉，该 公园目前已全面完工，即将进入竣工验收阶段，预计将于年内完成验收移交并对外开放。届时，梅溪湖国际新城 将增添一座"滨水乐活公园"。 梅溪湖中央公园北段一期项目位于梅溪湖国际新城二期，总占地面积约15公顷。公园精心打造了层次分明的生态 景观带，种植了乌桕、朴树、香樟、桂花、水杉、早樱、红梅等十余种乔木，并搭配西府海棠、垂丝海棠、碧桃 等缤纷花卉。未来，市民可在此欣赏"樱花漫舞""红梅傲雪"等四季变换的特色景致。 据相关负责人介绍，在项目建设过程中，湘江集团梅溪湖公司始终坚持生态优先原则，严格遵循环保标准，积极 采用低影响施工技术，最大程度保护原有生态环境。这一实践也是对梅溪湖片区"绿色生态"核心发展理念的延 续。 中央公园北段一期的建成，还将显著完善梅溪湖片区的 ...

企业名称湖南星源智创科技有限公司法定代表人李煌注册资本200万人民币国标行业科学研究和技术服 务业>研究和试验发展>工程和技术研究和试验发展地址湖南省长沙市岳麓区观沙岭街道佑母塘路799号 钰龙天下佳园二期综合楼2栋2116-2117房N637（集群注册）企业类型有限责任公司(自然人投资或控股) 营业期限2025-7-2至无固定期限登记机关湖南湘江新区管理委员会 来源：金融界 天眼查App显示，近日，湖南星源智创科技有限公司成立，法定代表人为李煌，注册资本200万人民 币，长沙般唯企业管理有限公司、长沙路罗企业管理有限公司持股。 序号股东名称持股比例1长沙般唯企业管理有限公司85%2长沙路罗企业管理有限公司15% 经营范围含工程和技术研究和试验发展;新兴能源技术研发;新能源汽车整车销售;新能源汽车电附件销 售;新能源汽车换电设施销售;电动汽车充电基础设施运营;人工智能应用软件开发;软件开发;技术服务、 技术开发、技术咨询、技术交流、技术转让、技术推广;信息技术咨询服务;互联网销售（除销售需要许 可的商品）;机动车充电销售;停车场服务;知识产权服务（专利代理服务除外）;新能源原动设备销售;合 同能源管理;节能管 ...