央行天津市分行：逐步推动煤电、建材、交通、航运等"N"个重点行业转型金融标准的试用 金十数据7月29日讯，近日，中国人民银行天津市分行联合天津金融监管局、天津证监局、市地方金融 管理局、市工业和信息化局、市发展改革委、市生态环境局印发《发挥转型金融作用服务天津经济绿色 低碳发展的实施意见》。《实施意见》坚持"三个结合"的转型金融发展总体要求，即政策引导与市场驱 动相结合、标准引领与创新驱动相结合、防控风险与推动发展相结合。提出构建"1+1+N"的转型金融标 准试点应用体系，即重点推动"1"个钢铁行业标准、"1"个化工团体标准的试点应用，逐步推动煤电、建 材、交通、航运等"N"个重点行业转型金融标准的试用。 相关链接 ...

Core Insights - Chongqing has successfully achieved the "halfway through the year, halfway through the task" goal by completing an investment of 240.95 billion yuan in key municipal projects in the first half of the year, reaching 50.2% of the annual investment plan [1] Group 1: Project Construction Progress - The number of projects started has accelerated, with 394 planned projects and an investment of 56.38 billion yuan completed in the first half of the year, achieving a startup rate of 52.5% [2] - Ongoing projects have also seen significant progress, with 541 projects and an investment of 128.79 billion yuan completed, with over half of the investment in 350 projects [2] - A total of 317 planned projects have been completed, with an investment of 55.79 billion yuan, including significant projects like the China Mobile Chengyu Jiangnan Data Center [2] Group 2: Accelerating Development Momentum - In the first half of the year, 415 key projects in the western region's high-quality development achieved an investment of 58.48 billion yuan, with 285 manufacturing projects completing 46.48 billion yuan, reflecting a 58.2% investment progress [3] - 40 technology innovation projects completed an investment of 2.31 billion yuan, promoting the integration of technological and industrial innovation [3] Group 3: Infrastructure and Transportation - In the first half of the year, 119 key projects in the inland open international cooperation area completed an investment of 49.93 billion yuan, with 81 transportation projects completing 45.62 billion yuan [4] - Significant investments include 17.46 billion yuan in railway projects and 21.02 billion yuan in highway projects, enhancing transportation infrastructure [4] Group 4: Urban Modernization and Public Services - A total of 596 key projects in urban modernization completed an investment of 116.66 billion yuan, with 286 public infrastructure projects completing 79.76 billion yuan [5] - Investments in healthcare and education projects reached 5.99 billion yuan and 7.39 billion yuan respectively, improving service capacity and resource quality [5] Group 5: Rural Development and Environmental Protection - 59 key projects in rural revitalization completed an investment of 9.92 billion yuan, with significant progress in rural road construction and agricultural projects [6] - Environmental projects, including pollution control and ecosystem restoration, saw investments of 5.97 billion yuan, with notable advancements in waste treatment facilities [6]

Core Viewpoint - In the first half of this year, China's economy saw a significant highlight with final consumption expenditure contributing 52% to economic growth, indicating a robust recovery and consumer confidence [1][4] Group 1: Consumption Contribution - The 52% contribution rate signifies that consumption has become the most vital driver of economic growth, surpassing investment and exports [1] - This increase reflects a release of pent-up consumer demand, particularly in tourism and cultural activities during holidays [1][3] Group 2: Consumer Behavior Trends - Various consumption scenarios have thrived, with both discretionary spending on travel and cultural events and essential daily needs showing stable growth [3] - The rise of live-streaming commerce has invigorated consumption, catering to diverse consumer preferences and facilitating frequent small purchases [3] Group 3: Market Challenges - A noticeable consumption stratification is emerging, where high-end markets for luxury goods are thriving, while mid to low-end markets face intense competition and shrinking profit margins [3][4] - This stratification reflects not only in product types but also in consumer demographics [3] Group 4: Recommendations for Healthy Market Development - To promote healthy consumption market growth, measures should be taken to increase residents' income levels and enhance consumer confidence through improved income distribution and minimum wage standards [4] - Optimizing the consumption environment and enhancing product quality through market regulation and innovation are essential [4] - Strengthening the social security system can alleviate consumer concerns, encouraging spending and contributing to economic vitality [4]

Group 1 - The report emphasizes the establishment of a thematic investment database aimed at identifying high-potential opportunities and monitoring peak trends in popular themes, focusing on quantitative screening of four patterns and trading heat indicators [2][9]. - In the current period, 21 thematic indices have emerged in a primary upward trend, primarily from the non-ferrous metals, pharmaceutical biology, and basic chemicals sectors, while one index is in an accelerated phase from the electric equipment industry [12][16]. Group 2 - The trading heat for humanoid robots has decreased to 77%, with the leading stock, Changsheng Bearing, closing 23.5% above its 60-day moving average (MA60) [3][16]. - The trading heat for the Deepseek theme has dropped to 81%, with the leading stock, Daily Interaction, closing 5.6% above its MA60 [3][16].

科技日报记者 王迎霞 来源：科技日报 这些成绩的取得离不开顶层设计。自治区党委和政府高度重视科技成果转化工作，出台《关于加快促进 科技成果转移转化的实施方案》等政策文件，全力构建以成果转化为导向的科技创新体系，推动东部优 质科技成果在宁夏转化落地。宁夏和东部省市同向发力，累计组织实施东西部科技合作项目2000余项， 在装备制造、新型材料、生物育种等领域形成了一批标志性创新成果。江苏、上海、山东科技主管部门 设立面向宁夏对口支援、协同创新的示范推广项目，中国工程院在宁夏设立首家工程科技发展战略研究 院，为产业转型升级、经济社会高质量发展提供了高端智力支撑。 此外，宁夏积极建设科技成果转化载体平台，宁东现代煤化工、石嘴山先进材料、贺兰山实验室、中宁 枸杞科技成果转化等4家中试平台入选工信部首批重点培育名单；建成宁夏技术市场，石嘴山、吴忠、 固原以及贺兰、灵武等分市场，中南大学、天津科技大学、西安交通大学等区外17家技术转移单位在宁 夏设立分支机构。 宁夏还大力培养技术转移人才，支持宁夏职业技术大学获批国家技术转移人才培养基地，累计培养技术 经理人近500名；坚持每年举办创新创业大赛、创新挑战赛，促进科技成果需求端 ...

Core Viewpoint - The new large-scale equipment update and consumer goods replacement policy in China, initiated in 2024, is set to significantly boost economic development by expanding funding support and coverage areas, aiming for a 25% increase in equipment investment across seven major sectors by 2027 [1][5]. Group 1: Policy Dynamics and Key Points - The funding scale for equipment updates has been expanded to 200 billion yuan, with the first batch of approximately 173 billion yuan allocated to 7,500 projects across 16 sectors [2][5]. - The second batch of funding, amounting to 81 billion yuan, is being reviewed for projects focusing on consumer goods replacement and equipment updates [5]. - The 2025 policy introduces new support areas such as electronic information and safety production, creating a "16+N" coverage system [5][8]. Group 2: Implementation Mechanism Optimization - The policy has removed the previous investment threshold of 100 million yuan for projects, lowering the entry barrier for small and medium-sized enterprises [5][7]. - A dual review mechanism of "local audit + national review" has been established to streamline the approval process [5][7]. - New upgrade directions in the energy and power sector include ten specific areas, enhancing the efficiency and safety of energy facilities [8][9]. Group 3: Comparison of 2024 and 2025 Policies - The 2024 policy focused on seven key sectors, while the 2025 policy expands to 16 sectors with a dynamic expansion mechanism [7]. - The funding intensity has increased with an additional 81 billion yuan and a 1.5% interest subsidy on loans [7]. - The 2025 policy introduces 294 new national standards, enhancing the regulatory framework for project applications [7]. Group 4: Key Supported Areas and Renovation Focus - Major industrial sectors targeted for equipment updates include petrochemicals, steel, non-ferrous metals, and machinery, focusing on replacing outdated equipment and upgrading production lines [8][10]. - Energy facilities will see upgrades in areas such as high-efficiency energy motors and waste heat recovery systems, aimed at reducing energy consumption [8][10]. - Transportation infrastructure will undergo significant updates, including intelligent systems for railways and urban transit, enhancing operational efficiency [10][11].

Core Insights - The Chongqing Development and Reform Commission announced that from January to June 2025, 320 key projects in the Chengdu-Chongqing economic circle completed an investment of 252.91 billion RMB, achieving an annual investment completion rate of 57.3%, exceeding the scheduled progress by 7.3 percentage points [1] Investment Breakdown - A total of 320 key projects were listed with an estimated total investment of approximately 3.7 trillion RMB and an expected annual investment of 441.45 billion RMB [1] - In the first half of 2025, the projects successfully met the "time over half, task over half" goal [1] Project Categories - Modern infrastructure projects completed an investment of 147.24 billion RMB, including the completion of the Chongqing Jiangbei International Airport T3B terminal and the first phase of the Minjiang River navigation channel improvement project [1] - Modern industry and technology innovation projects saw an investment of 90.88 billion RMB, with significant projects such as the National Pig Technology Innovation Center and the Chengdu New District Hydrogen Energy Industrial Cluster [1] - Cultural, ecological, open, and public service projects completed an investment of 14.79 billion RMB, including the completion of the Dadu River environmental governance project and the construction of the Chongqing Medical University Affiliated Children's Hospital [2]

Group 1 - The French industry is expected to experience a significant slowdown in greenhouse gas emission reduction this year, with a 0.2% increase in emissions in the first quarter compared to the previous year, reaching 104.2 million tons of CO2 equivalent [1][2] - The construction sector is identified as the main driver of the increase in emissions, with a 5.2% rise, equivalent to an additional 1 million tons of CO2 equivalent [1] - The energy sector also saw a slight increase in emissions of 0.5%, primarily due to increased consumption related to urban heating [1] Group 2 - Despite the increase in emissions in the first quarter, the total emissions for the year are projected to decrease by approximately 0.8% compared to 2024, reaching 366 million tons of CO2 equivalent [2] - The French government’s low-carbon strategy requires an average annual reduction of 5% in greenhouse gas emissions from 2024 to 2030 to achieve a 50% reduction from 1990 levels by 2030 [2] - The Minister for Ecological Transition has called for a "collective re-mobilization" to intensify emission reduction efforts in sectors such as construction and transportation [2]

Core Insights - Thailand's tourism costs have significantly increased, leading to a decline in its reputation as a budget-friendly destination for travelers [2][3][10] Price Increases in Food, Accommodation, and Transportation - The prices for food, accommodation, and transportation in Thailand have risen sharply, with specific examples showing that chicken egg prices have increased by approximately 24% and pork prices by about 38% from 2019 to 2025 [3][4] - The average daily hotel price in Thailand is projected to rise by about 34% by 2024 compared to 2019, with luxury hotels seeing an increase of around 42% [4] - Transportation costs have also escalated, with taxi fares and public transport prices rising, making travel more expensive for both tourists and locals [4][5] Economic Context and Inflation - Thailand's inflation rate reached 6.08% in 2022, the highest in 24 years, driven by rising food and energy prices [6] - The depreciation of the Chinese yuan against the Thai baht has increased the cost of living for Chinese tourists by approximately 17% [7] Shift in Tourist Behavior - Tourists are now seeking high-value travel experiences, opting for less popular destinations and local dining options to avoid inflated prices [8][9] - The article suggests that the era of budget travel in Thailand is ending, with a shift towards more sustainable and quality-focused tourism [10]

Core Insights - Chengdu has released a list of 100 "hardcore products" as part of its future industry fund launch and industry matchmaking event, focusing on strengthening its manufacturing strategy and promoting technological and industrial innovation [2] Group 1: Digital Intelligence - Chengdu has achieved a "double thousand breakthrough" in the artificial intelligence sector, with over 1,000 enterprises and a significant industry scale, including 5 companies in the national top 100 and 11 large models registered [3] - The city has gathered innovative companies such as Zhizhu, Yisheng Medical, and Human Robot Innovation Center, launching 47 products with a financing demand of 2.8 billion [3] Group 2: Frontier Biology - Chengdu is the first city in China to fully open cell and gene therapy pilot programs, attracting leading companies like Qitan Technology and Yongxin Medical, and releasing 15 products with a financing demand of 1.7 billion [4] Group 3: New Materials - The city has established 202 national and provincial-level innovation platforms, with leading companies like Zhonglan Chenguang and Zhongjian Material Optoelectronics, launching 11 products with a financing demand of nearly 400 million [4] Group 4: Ubiquitous Networks - Chengdu is among the first cities in China to pilot "5G + Industrial Internet" applications, with advanced companies like Blue Star Guangyu and Chuangzhi Lianheng, launching 10 products with a financing demand of 500 million [4] Group 5: Future Transportation - Chengdu has achieved full coverage of drone products from 10 kg to ton-level, leading the nation in industrial drone exports, with companies like Wofei Changkong and Lingkong Tianxing launching 10 products and a financing demand exceeding 300 million [4] Group 6: Advanced Energy - Chengdu has gathered innovative companies such as Haofengguang Energy Storage and Mingshan Green Hydrogen, launching 7 leading products in the industry with a financing demand exceeding 800 million [5] - The products are applicable in new energy storage, green hydrogen, and clean power generation [5]