Group 1 - The opening of the Yarlung Zangbo River downstream hydropower project on July 19, 2025, has sparked significant interest in the A-share market, leading to the Shanghai Composite Index surpassing 3600 points and many listed companies experiencing a surge in stock prices [1] - Companies are increasingly attempting to capitalize on the popularity of the Yarlung Zangbo River project, with platforms like Shanghai Stock Exchange's e-Interaction and Shenzhen Stock Exchange's Interactive Easy becoming popular venues for these companies to "hitch a ride" on the hot topic [2][3] - The ability of listed companies to effectively engage in "hitching a ride" on market trends has improved significantly over the years, showcasing their growing sophistication in this area [3] Group 2 - Tian Kang Biological (002100.SZ) and Yuyue Medical (002223.SZ) have been recognized for their creative approaches to leveraging the Yarlung Zangbo project, with Tian Kang's strategy being particularly noted for its boldness [4] - Chongqing Steel (601005.SH) and Teruid (300001.SZ) have formed specialized technical teams to address the opportunities presented by the Yarlung Zangbo project, although questions have been raised about the timing of this decision [6] - Companies like Falan Tech (603966.SH), Anke Rui (300286.SZ), and Youfa Group (601686.SH) have been noted for their lengthy and elaborate responses regarding their involvement with the Yarlung Zangbo project, with varying degrees of clarity and relevance [8][10][11]

"经过40多年发展，中国构建了全方位完善的供应链，加之对外开放的政策和巨大的市场消费潜力，这 些都是吸引外资的核心优势。"正大集团中国区市场中心资深总裁张曙晖对21世纪经济报道记者称。 7月16日至20日，以"链接世界，共创未来"为主题的第三届链博会在北京举办。张曙晖在绿色农业主题 分论坛上发言时指出，正大集团进入中国市场以来，不断开发符合消费者偏好和口味的产品。同时，逐 渐构建了包括种子、种植、养殖、屠宰、加工、冷链等在内的全产业链。 张曙晖在链博会现场接受21世纪经济报道记者采访时称，中国消费者日益追求个性化、高性价比的产 品，对于高品质、安全健康的食品的需求增长。正大集团秉承"买全球，卖全球"的理念，将来自东南 亚、澳大利亚、巴西等地区和国家的产品卖到中国，同时也希望将更多中国的好产品销往全世界。 据张曙晖介绍，产自泰国的榴莲、山竹、椰子水受到中国消费者的欢迎。不同品种的榴莲对于运输温控 的要求有所不同。为了保障品质，正大集团优化供应链，选择不同的运输方式。此外，中国产品在泰国 市场具有价格优势且品质良好，诸如猕猴桃、荔枝等水果以及菌菇、一些味道好的预制菜受到泰国当地 百姓的青睐。 21世纪经济报道记者 ...

中国贸促会副会长李兴乾在发布会上介绍，本届链博会是一届盛况空前、成果丰硕的盛会。中外参展企 业和机构达到1200家。线上线下（300959）观众人数超过21万人次，比上届增长5%。参展商首发首展 首秀152项新产品新技术新服务，比上届增长67%，其中链博首发站发布55项，直播观看人数超过5000 万人次。据不完全统计，现场共签署合作协议、达成合作意向超过6000项。 李兴乾介绍，20日上午，中国贸促会举行第四届链博会参展签约仪式，102家企业和机构签署参展协 议，提前拿到"第四届链博会的入场券"，比去年现场签约数量增加50%。 李兴乾表示，第三届链博会有三个突出亮点。首先是"国际范"更足。链博会举办三届来，境外参展商占 比逐年攀升，从首届的26%、第二届的32%，上升至本届的35%。其中，世界500强和行业龙头企业占比 超过65%；参展商覆盖范围从首届的55个国家和地区，增加到本届的75个。 其次是"创新力"更强。聚焦加快发展新质生产力，中国贸促会首次在先进制造链展区设置了创新链专 区。首次打造以"链博新品·共促未来"为主题的"链博首发站"。在上届发布全球供应链促进指数、连接 指数基础上，新发布全球供应链创新 ...

点击 最 下方 关注《材料汇》 ， 点击"❤"和" "并分享 添加 小编微信 ，寻 志同道合 的你 根据商务部消息，此次调整共删除3项技术条目，新增1项，修改1项。 主要包括删除中国传统建筑技术1项禁止类技术条目和建筑环境控制技术等2项限制类技术条目。 新增1项限制类技术条目，即电池正极材料制备技术， 包括：新增电池用磷酸铁锂制备技术、电池用磷酸锰铁锂制备技术、磷酸盐正极原材料制备技术等3 条控制要点。 修改1项限制类技术条目，即有色金属冶金技术， 包括：新增锂辉石提锂生产碳酸锂技术、锂辉石提锂生产氢氧化锂技术、金属锂(合金)及锂材制备技术、 卤水提锂技术、含锂净化液制备技术等5条控制要点，修改提取金属镓技术控制要点。 商务部新闻发言人表示，属于该目录禁止出口的技术，不得出口。 属于限制出口的技术，实行许可证管理；未经许可，不得出口。属于自由出口的技术， 实行合同登记管理。 该目录曾于2008年、2020年和2023年调整、修订。发言人称，此次调整是顺应中国技术发展变化形势、完善技术贸易管理的具体举措，旨在维护国家经 济安全和发展利益，促进国际经济技术合作。 最新调整内容如下： 《中国禁止出口限制出口技术目录 ...

【DT新材料】 获悉 ，7月15日， 商务部 、 科技部 对《中国禁止出口限制出口技术目录》（商务部 科技部公告2023年第57号附件）内容作部分调 整并予以公布属于军民两用技术的，纳入出口管制管理。 其实，在今年1月2日，商务部已经就 《 中国禁止出口限制出口技术目录 》 修订公开征求意见。当时《目录》进行较大幅度删减，细化部分技术条目控制要点 通过对比本次和年初的修订版本，重点差别在 化学原料和化学制品制造业方面的 电池正极材料制备技术 ，主要是因为该技术 在敏感领域正越来越多 地得到应用，为了更好统筹发展和安全。 目前的控制要点包括： "1.同时满足以下条件的电池用磷酸铁锂制备技术 2.同时满足以下条件的电池用磷酸锰铁锂制备技术 （1）化学通式 LixFeyMnzMaPO4，其中x，y，z，a≥0，M 为除 Li、Fe、Mn 之外的一个或多个元素； （2）该材料在 220MPa （ 年初版是 300MPa ） 下粉体压实密度≥2.38g/cc，0.1C2首次库伦效率≥95%，0.1C 放电克容量≥155mAh/g，0.1C平均电 压≥3.85V （年初版本还有： 1C 放电容量保持率≥97% ） 3.磷 ...

Group 1: Consumer Price Index (CPI) Analysis - In June, the Consumer Price Index (CPI) in Guangdong decreased by 0.4% year-on-year, maintaining the same decline as in May, and a month-on-month decrease of 0.2%, which is a larger decline than the previous month by 0.1 percentage points [1] - The core CPI, excluding food and energy prices, increased by 0.3% year-on-year, with a decrease in growth rate of 0.1 percentage points compared to the previous month [1] - For the first half of the year, the average CPI in Guangdong decreased by 0.4% compared to the same period last year [1] Group 2: Food and Non-Food Price Trends - In June, food prices in Guangdong fell by 1.0% year-on-year, with the decline expanding by 0.2 percentage points compared to May, contributing approximately 0.20 percentage points to the CPI decrease [2] - Non-food prices also saw a year-on-year decline of 0.3%, consistent with May, impacting the CPI by about 0.21 percentage points [2] - Month-on-month, food prices decreased by 0.1%, contributing approximately 0.02 percentage points to the CPI decline, while non-food prices fell by 0.2%, impacting the CPI by about 0.16 percentage points [3] Group 3: Producer Price Index (PPI) Overview - In June, the Producer Price Index (PPI) in Guangdong decreased by 1.8% year-on-year, with the decline remaining consistent with May, and a month-on-month decrease of 0.3%, which is a larger decline than the previous month by 0.1 percentage points [4] - The average PPI for the first half of the year showed a decrease of 1.3% compared to the same period last year [4] - Among the 38 major industries surveyed, 11 experienced price increases, while 26 saw declines, indicating an industry increase rate of 28.9%, which is an expansion of 2.6 percentage points compared to May [4] Group 4: Industry-Specific Price Movements - Significant price fluctuations were noted in various industries, with the price of educational, cultural, and sports goods manufacturing rising by 10.6%, while black metal mining prices fell by 14.8% [4] - The prices in the petroleum, coal, and other fuel processing industries decreased by 13.1%, and the oil and gas extraction industry saw a decline of 10.1% [4] - The black metal smelting and rolling industry experienced a price drop of 9.5%, and the chemical fiber manufacturing industry saw a decrease of 7.0% [4]

2025 年 6 月份，全国工业生产者出厂价格同比下降 3.6% ，环比下降 0.4% ；工业生 产者购进价格同比下降 4.3% ，环比下降 0.7% 。上半年，工业生产者出厂价格比上年同期 下降 2.8% ，工业生产者购进价格下降 2.9% 。 一、工业生产者价格同比变动情况 6 月份，工业生产者出厂价格中，生产资料价格下降 4.4% ，影响工业生产者出厂价格 总水平下降约 3.26 个百分点。其中，采掘工业价格下降 13.2% ，原材料工业价格下降 5.5% ，加工工业价格下降 3.2% 。生活资料价格下降 1.4% ，影响工业生产者出厂价格总 水平下降约 0.35 个百分点。其中，食品价格下降 2.0% ，衣着价格上涨 0.1% ，一般日用 品价格上涨 0.8% ，耐用消费品价格下降 2.7% 。 工业生产者购进价格中，燃料动力类价格下降 10.4% ，黑色金属材料类价格下降 8.0% ，化工原料类价格下降 6.2% ，农副产品类价格下降 4.2% ，建筑材料及非金属类价格下降 2.6% ，纺织原料类价格下降 2.4% ；有色金属材料及电线类价格上涨 2.4% 。 二、工业生产者价格环比变动情况 6 月 ...

Group 1: Service Trade Growth - In the first five months of 2025, China's service trade grew steadily, with a total import and export value of 32,543.6 billion yuan, an increase of 7.7% year-on-year [4] - Service exports reached 14,033.7 billion yuan, growing by 15.1%, while imports were 18,509.9 billion yuan, increasing by 2.7% [4] - The service trade deficit was 4,476.2 billion yuan, a decrease of 1,352.2 billion yuan compared to the same period last year [4] Group 2: Knowledge-Intensive Services - Knowledge-intensive service trade maintained growth, with imports and exports totaling 12,492.7 billion yuan, up by 5.0% [4] - Major contributors included other business services and telecommunications, computer, and information services, with respective trade values of 5,384.1 billion yuan and 4,400.6 billion yuan, growing at 3.2% and 10.7% [4] - Knowledge-intensive service exports were 7,196.5 billion yuan, increasing by 6.6%, while imports were 5,296.2 billion yuan, up by 2.9%, resulting in a surplus of 1,900.3 billion yuan, an increase of 293 billion yuan year-on-year [4] Group 3: Travel Services - Travel services experienced the fastest growth, with total imports and exports reaching 9,200.5 billion yuan, a growth of 12.2%, making it the largest sector in service trade [5] - Travel service exports surged by 74.2%, while imports grew by 5.3% [5]

Economic Overview - Guangdong's economy is operating steadily with macro policies working in coordination as of May [2] - The industrial production shows stable growth with a 3.5% year-on-year increase in industrial added value from January to May, an improvement of 0.1 percentage points compared to the previous period [2] Industrial Performance - Significant growth in specific products: civil drones (113.0%), flat panel displays (102.3%), and servers (510.0%) in May [2][3] - The manufacturing sector grew by 4.0%, while mining decreased by 1.7% and electricity, heat, gas, and water supply fell by 0.2% [2] Service Sector Growth - The service sector's revenue reached 1.87 trillion yuan from January to April, with a year-on-year growth of 7.8%, an increase of 0.2 percentage points from the first quarter [4] - Key areas such as transportation, information technology services, and business services contributed significantly to this growth [4] Consumer Market Trends - Retail sales of consumer goods totaled 1.926757 trillion yuan from January to May, with a year-on-year increase of 3.7%, up by 0.7 percentage points from the previous period [5] - Notable growth in specific categories: home appliances (52.5%), cultural office supplies (47.1%), and furniture (67.7%) [5] Investment Insights - Fixed asset investment decreased by 8.9% from January to May, with infrastructure investment growing by 4.5% [6] - Industrial investment accounted for 37.2%, with automotive manufacturing and non-ferrous metal processing seeing increases of 18.4% and 11.3%, respectively [6] Price Index Analysis - The Consumer Price Index (CPI) fell by 0.4% year-on-year in May, with food prices down by 0.8% and non-food prices down by 0.3% [7] - The Producer Price Index (PPI) decreased by 1.8% year-on-year in May, with a cumulative decline of 1.3% from January to May [7]

5月27日，国家统计局公布的数据显示，今年1~4月份，全国规模以上工业企业实现利润总额21170.2亿元，同比增长1.4%。 《每日经济新闻》记者梳理发现，自去年下半年以来，我国规模以上工业企业利润同比增速呈现出明显的V型走势。今年1~4月1.4%的同比增速，创下近8个 月以来累计同比增速的新高。其中4月份当月，规模以上工业企业利润同比增长3.0%。 近 3 年来 1~4 月规 利润总额累计值 与此同时，今年前4月规模以上工业企业实现利润总额21170.2亿元的水平，也达到近3年来同期最高。此外，今年1~4月份规模以上工业企业实现营业收入 43.44万亿元，创历史同期最高纪录。 工业和信息化部信息通信经济专家委员会委员盘和林接受《每日经济新闻》记者电话采访时表示，V型反弹说明工业企业的经营环境发生了根本性变化。一 方面，去年9月以来中国出台一揽子增量政策，这些政策有效拉动了内需，改变了我国制造业的国内需求环境；另一方面，去年9月，美联储开启新一轮降息 周期，这使得欧美消费者需求增加，客观上促进了我国出口增加，我国制造业外部条件有所改善。 200 CLEV US TEMING TITUTY a 20 9 1 5 ...