每经头条（nbdtoutiao）——调查：这类高频交易，一年佣金可达两个亿！监管明确禁止向投资者返佣 金，但禁令下暗藏博弈 （记者 曾健辉） 每经AI快讯，龙江交通（SH 601188，收盘价：3.53元）8月8日晚间发布公告称，公司第四届2025年第 四次董事会临时会议于2025年8月8日以通讯方式召开。会议审议了《关于更换公司董事的议案》等文 件。 2024年1至12月份，龙江交通的营业收入构成为：公路建设占比43.55%，贸易行业占比40.74%，其他业 务占比15.71%。 截至发稿，龙江交通市值为46亿元。 ...

Core Points - The "New Round of Rural Road Improvement Action Plan" aims to enhance rural transportation infrastructure, which is crucial for connecting urban and rural areas and promoting rural economic development [1][2] - The plan sets ambitious targets for rural road construction and improvement by 2027, including the completion of 300,000 kilometers of new and renovated rural roads and the implementation of safety and maintenance projects [1][2] Group 1: Key Objectives - The plan aims to establish a convenient, efficient, and equitable rural road network by 2027, with a target of maintaining a good technical condition rate of over 70% for repaired roads [1] - It includes specific goals such as achieving a public transport access rate of over 55% in administrative villages and ensuring comprehensive coverage of rural passenger and freight services [1][2] Group 2: Focus Areas - Eight key tasks are outlined in the plan, including road network quality improvement, safety enhancement, transportation service upgrades, and support for rural industries and employment [2] - The plan emphasizes the importance of financial support, with central and local governments required to ensure funding for rural road development and maintenance [2] Group 3: Financial Strategies - The plan encourages innovative financing models, including the involvement of financial institutions and social forces in rural road development, and the exploration of differentiated loan models [2] - It also highlights the need for strict financial oversight to prevent illegal debt and ensure proper use of funds allocated for rural road projects [2]

Industry Investment Rating - No information provided Core Viewpoints - The U.S. President Trump signed an executive order to impose an additional 25% tariff on goods from India, making the total tariff rate reach 50%, and will impose about 100% tariff on chips and semiconductors [1] - By 2027, China will complete the new construction and reconstruction of 300,000 kilometers of rural roads, and the rate of bus service in administrative villages will reach over 55% [1] - In July, the retail sales of the national passenger car market reached 1.834 million units, a year - on - year increase of 7%, among which the new energy market had retail sales of 1.003 million units, a year - on - year increase of 14%, and the retail penetration rate of the new energy market was 54.7% [1] - The gold inventory in relevant warehouses of the Shanghai Futures Exchange has reached a record high, with more than 36 tons of gold bars registered for futures contract delivery, almost doubling in the past month [2] Summary by Directory Hot News - The U.S. President Trump signed an executive order to impose an additional 25% tariff on Indian goods, and the new tariff will take effect in 21 days, while the first - round 25% tariff will take effect this Thursday. He also plans to impose about 100% tariff on chips and semiconductors, but companies building factories in the U.S. are exempted [1] - Three Chinese ministries issued a plan to complete 300,000 kilometers of new and reconstructed rural roads by 2027 and achieve a bus service rate of over 55% in administrative villages [1] - The China Photovoltaic Industry Association solicited opinions on the draft amendment of the Price Law [1] - In July, the national passenger car market retail sales and new energy market retail sales increased year - on - year, and the new energy market retail penetration rate was 54.7% [1] - The gold inventory in Shanghai Futures Exchange warehouses reached a record high due to strong futures demand and arbitrage trading [2] Key Focus - Key commodities to focus on are urea,焦煤, silicon iron, crude oil, and PVC [3] Night - session Performance - Non - metallic building materials rose 2.83%, precious metals 27.74%, oilseeds 12.68%, non - ferrous metals 20.74%, soft commodities 2.51%, coal - coking - steel - ore 14.98%, energy 3.15%, chemicals 11.45%, grains 1.18%, and agricultural and sideline products 2.74% [3] Asset Performance - In the equity category, the Shanghai Composite Index rose 0.45% daily, 1.70% monthly, and 8.42% in the past year; in the fixed - income category, the 10 - year treasury bond futures had a daily change of 0.00%, monthly change of 0.06%, and a - 0.34% change in the past year; in the commodity category, the CRB commodity index had a daily change of - 0.07%, monthly change of - 2.22%, and - 1.21% change in the past year; other assets like the U.S. dollar index had a daily change of - 0.54%, monthly change of - 1.83%, and - 9.46% change in the past year [6]

三部门印发《新一轮农村公路提升行动方案》 新改建农村公路30万公里积极探索农村交通新业态促进低空经济发展 全国统一电力市场建设更进一步 《电力市场计量结算基本规则》将施行电力市场"1+6"基础规则体系构建完成 美国将对印度输美产品征收额外25%关税美国中东特使访俄特朗普称会谈取得了重大进展 美国总统特朗普6日签署行政令，以印度"以直接或间接方式进口俄罗斯石油"为由，对印度输美产品征收额外的25%关税。根据特朗普在7月31日签署的行政 令，美国将从8月7日开始对印度输美商品征收25%的关税。与6日公布的关税叠加后，印度输美商品将总体适用50%的关税税率。特朗普近期不断施压，要 求俄罗斯与乌克兰达成停火协议，并在7月29日提出10天"最后期限"。美国以印度进口俄罗斯石油为由对印度产品加征关税，被国际舆论视为美国对俄施压 的一部分。（新华财经） 交通运输部、财政部、自然资源部印发《新一轮农村公路提升行动方案》，提出到2027年，全国完成新改建农村公路30万公里，实施修复性养护工程30万公 里，实施安全生命防护工程15万公里。方案提出加快城乡客运公交化进程，提升城乡客运服务水平。健全农村客货邮融合发展服务体系，加快推 ...

Core Points - The "New Round of Rural Road Improvement Action Plan" aims to complete the reconstruction of 300,000 kilometers of rural roads by 2027 [1][2] - The plan addresses issues such as low technical standards, poor road network quality, and inadequate management and maintenance of rural roads [1] - The initiative emphasizes the need for tailored planning based on population distribution, industrial structure, and socio-economic development [1] Summary by Sections Road Construction and Maintenance - By 2027, the plan targets the completion of 300,000 kilometers of new and renovated rural roads, with a goal of establishing a convenient, efficient, and equitable rural road network [1] - It includes the implementation of 300,000 kilometers of restorative maintenance projects, aiming to maintain a good technical condition rate of over 70% for rural roads [1] - The plan also outlines the execution of safety protection projects covering 150,000 kilometers and the renovation of 9,000 dilapidated bridges [1] Public Transport and Integration - The plan sets a target for over 55% of established villages to have access to public transportation by 2027 [2] - It aims for comprehensive integration of rural passenger and freight transport services in eligible county-level administrative regions [2] - The initiative supports the vision of a well-structured, high-quality rural road transport system by 2035, enhancing the overall transportation service level [2]

证券代码：600039证券简称：四川路桥公告编号：2025-082 四川路桥建设集团股份有限公司 关于下属施工企业参股投资G5京昆高速公路成都至雅安段扩容工程的关联交易进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、项目概述 四川路桥建设集团股份有限公司（以下简称公司或本公司）于2025年7月18日召开第八届董事会第五十 八次会议，审议通过了《关于下属施工企业参股投资G5京昆高速公路成都至雅安段扩容工程的关联交 易议案》，董事会同意下属施工企业四川公路桥梁建设集团有限公司、四川省交通建设集团有限责任公 司以参股方式与中国华西企业股份有限公司及公司关联方四川成渝高速公路股份有限公司、四川高路信 息科技有限公司组成联合体，参与G5京昆高速公路成都至雅安段扩容工程（以下简称本项目或成雅扩 容项目）投资。2025年7月28日，联合体收到招标人的《中标通知书》，确认联合体中标成雅扩容项 目。具体内容详见公司公告编号为2025-079、2025-080的《四川路桥关于下属施工企业参股投资G5京昆 高速公路成都至雅安段扩容工程 ...

Core Viewpoint - Sichuan Chengyu announced its participation in the bidding for the G5 Jingkun Expressway Chengdu to Ya'an section expansion project, confirming its status as the first candidate for the project after winning the bid [1] Group 1: Project Details - The project is referred to as the Chengya Expansion Project and involves the expansion of the G5 Jingkun Expressway [1] - The bidding announcement was made by the governments of Ya'an, Chengdu, and Meishan on June 27, 2025 [1] - The consortium, which includes Sichuan Chengyu, China Huaxi Enterprise Co., Ltd., Sichuan Provincial Transportation Construction Group Co., Ltd., Sichuan Highway and Bridge Construction Group Co., Ltd., and Sichuan Gaolu Information Technology Co., Ltd., was formed to participate in the bidding [1] Group 2: Bid Outcome - On July 22, 2025, the consortium was announced as the first candidate for the project [1] - The consortium received the bid notification from the tendering authority on July 28, 2025, confirming their successful bid for the Chengya Expansion Project [1] - An investment agreement was signed between the consortium and the tendering authority on August 6, 2025 [1]

Core Viewpoint - The construction of major projects in Jining City is accelerating, serving as a stabilizing force for growth and an important means to optimize the economic structure. High-quality industrial projects are being launched, contributing to regional economic development and creating new growth momentum [12][15]. Group 1: High-Quality Industrial Projects - The Kolun Alloy New Materials R&D and Production Project in Jiaxiang County features advanced automation, producing zinc-aluminum-magnesium plates with high heat resistance, 10 to 20 times that of traditional galvanized steel [13]. - The project has introduced 20 new production lines, aiming for an annual output of 400,000 tons of zinc-aluminum-magnesium plates and 200,000 tons of electroplated chromium plates, generating an annual output value of 2.6 billion yuan and tax revenue of 470 million yuan, while creating 270 jobs [14]. - The Hengwang Green Intelligent Manufacturing Base for large and medium-sized construction machinery has completed its first phase and is set to start the second phase, focusing on smart technology and green processes [14][15]. Group 2: Infrastructure Projects - Major infrastructure projects are being expedited, including the construction of the Xiongshang High-Speed Railway Yellow River Bridge, which utilizes advanced technologies for precision construction [17]. - Multiple highway projects are progressing, with the Jining to Shangqiu Highway expected to enhance regional connectivity and promote economic development [18]. - The Jizhou Highway project has completed 94.2% of its earthworks and 44.6% of its road surface works, with an expected early completion [18]. Group 3: Government Initiatives - The Jining government aims to accelerate major project construction, implementing the "1113" investment expansion plan, focusing on 1,100 key projects, including 10 projects over 10 billion yuan and 30 projects over 3 billion yuan [19]. - The government is encouraging social capital participation in advanced manufacturing and urbanization projects, maintaining a 70% share of private investment [19].

Core Points - Beijing has issued a red rainstorm warning and the transportation department has implemented various emergency measures to ensure public safety and maintain orderly traffic during severe weather conditions [1][2] - The transportation department is focusing on safeguarding necessary transportation for citizens during peak hours while managing the impact of heavy rainfall on public transport systems [1][2] Group 1: Transportation Measures - The subway operators have activated emergency responses, adjusting operations based on specific line conditions and addressing issues like track sliding and water accumulation [1] - Ground public transport has suspended operations on 261 routes across nine districts, particularly in mountainous areas, and will only resume after thorough inspections [2] - The city has temporarily suspended interprovincial buses and halted all ferry services across 11 districts, ensuring safety protocols are followed [2] Group 2: Monitoring and Safety Protocols - Risky scenic area parking lots in mountainous regions have been closed, and emergency response teams are stationed at critical road sections to monitor water levels and geological hazards [2] - The transportation department has increased the frequency of inspections on urban roads and critical infrastructure, ensuring 24-hour monitoring of pedestrian underpasses and bridges [2] - Citizens are advised to avoid unnecessary travel during the red warning period and to prioritize public transport while steering clear of hazardous areas [3]

在项目施工过程中，中建路桥坚持科学高效、优质施工，首次将"长寿命胶粉沥青设计与施工"等国 内先进或专利技术引入印尼，注重环保和安全，三年来实现零事故。项目在2023至2025年连续三年在印 尼全国基础设施建设项目的进度、安全和质量评比中名列前茅，多次获得印尼工程部长和万丹省长的书 面表彰。 人民网雅加达8月4日电（记者曹师韵、李培松）截至8月4日，印度尼西亚万丹省西冷—巴宁邦高速 公路项目三标段，已经完成合同的98.5%，标志着该项目主体工程顺利完工，剩余部分附属工程将在9 月中旬按期完成。 印尼万丹高速公路项目部分路段立交全景。中建路桥集团供图 西冷—巴宁邦高速公路项目由中建路桥集团中标承建，是连接印尼爪哇岛西部万丹省首府西冷市和 丹绒勒松经济特区的重要通道，全长83.6公里，其中三标段长17.46公里。该项目地处热带雨林，为丘陵 区新建高速公路。项目全线开通后，从雅加达到丹绒勒松的路程将从5个小时缩短至2个小时。这条高速 公路将成为连接印尼最发达地区与爪哇岛西部重要区域的经济与旅游大动脉，不仅有助于带动万丹省经 济发展，也有望成为当地居民盼望已久的"致富路"。 ...