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下周关注丨国内成品油开启新一轮调价窗口,这些投资机会最靠谱
Di Yi Cai Jing· 2025-06-29 01:13
Group 1: Domestic Oil Price Adjustment - A new round of domestic refined oil price adjustment will begin at 24:00 on July 1, with predictions indicating an increase of 600 CNY per ton for gasoline and diesel, translating to a rise of 0.49-0.51 CNY per liter [2] Group 2: Shanghai LEGO Resort Opening - The Shanghai LEGO Resort will open on July 5, featuring a six-tier ticket pricing system, with children's one-day tickets starting at 255 CNY and adult tickets as low as 319 CNY [3] Group 3: Global Digital Economy Conference - The 2025 Global Digital Economy Conference will be held from July 2 to July 5 in Beijing, showcasing new technologies and products, and hosting 46 thematic forums focused on emerging fields such as artificial intelligence and digital security [4] Group 4: Stock Unlocking Events - Over 816 billion CNY in market value of restricted stocks will be unlocked in the A-share market from June 30 to July 4, with 68 stocks facing unlocking, including Zhong无人机 with a market value exceeding 200 billion CNY [5][6] Group 5: New Stock Opportunities - One new stock, Tongyu New Materials, is set to be issued on the ChiNext board from June 30 to July 4, focusing on the research, production, and sales of electronic resins primarily used in copper-clad laminate production [9][10]
海南华铁携手RWA研究院 双维度推进RWA与实体融合
Zheng Quan Ri Bao· 2025-06-27 06:39
Core Viewpoint - The strategic partnership between Hainan Huatie and RWA Research Institute aims to integrate real-world assets (RWA) with the digital economy, marking a significant step in the digital transformation of traditional industries in China [2][3]. Group 1: Strategic Cooperation - Hainan Huatie announced a deep strategic cooperation with RWA Research Institute on June 25, focusing on three main areas: asset on-chain value reassessment, industry standard formulation, and global circulation practices [2]. - This collaboration represents the first instance of a Chinese entity establishing a compliant ecosystem for RWA that connects policy, technology, and cross-border operations [2]. Group 2: Asset Valuation and Digital Transformation - The partnership will develop a blockchain-based asset valuation model that covers the entire lifecycle of equipment, integrating IoT dynamic data, computing power demand indices, and market circulation factors [3]. - The model aims to redefine the value of traditional physical assets into digital assets, enhancing their liquidity and financial attributes [3]. Group 3: Regulatory Framework and Cross-Border Solutions - The recent RWA sandbox project regulations and stablecoin issuance guidelines from the Hong Kong Monetary Authority provide a regulatory framework for Chinese real assets to enter global markets [4]. - Hainan Huatie plans to contribute to the development of the "RWA Project Evaluation Standards," facilitating the cross-border circulation of engineering equipment and computing resources [4]. Group 4: Practical Applications and Market Development - The establishment of the "RWA + Real Economy" joint laboratory will accelerate the implementation of three key industry scenarios: on-chain fractional leasing of engineering equipment, the creation of a trading market for computing resources, and a cross-border leasing platform for high-tech equipment in Southeast Asia [6]. - The collaboration also aims to explore green finance models that link computing power assets with carbon assets, supporting the green "Belt and Road" initiative [6]. Group 5: Overcoming Challenges in RWA Implementation - The partnership addresses three major challenges in RWA implementation: solving the "asset scarcity" issue through the scale of physical assets, overcoming "going global" difficulties with the Hong Kong compliance framework, and reducing "trust costs" through hardware-level on-chain solutions [7]. - The formation of a global circulation paradigm for "on-chain Chinese assets" is expected to drive the deep integration of the digital economy with the real economy, injecting momentum into the development of new productive forces [7].
2025年全国低碳日主场活动在杭启幕
Hang Zhou Ri Bao· 2025-06-26 02:47
Core Viewpoint - The event held in Hangzhou emphasizes the importance of green and low-carbon development as a crucial part of China's economic and social planning, advocating for collective action to combat climate change and promote sustainable practices [4][5]. Group 1: Green Low-Carbon Development Initiatives - China has implemented a comprehensive "1+N" policy framework to achieve carbon peak and carbon neutrality, focusing on energy structure adjustment, carbon market establishment, and enhancing carbon sink capabilities [4]. - The event featured the release of significant reports, including the "2025 Product Carbon Footprint Management System Progress Report" and the "2024 China Climate Change Adaptation Progress Report," highlighting advancements in carbon management [5]. - Zhejiang province showcases successful green transformation initiatives, such as converting bamboo into carbon sinks and recycling plastic bottles into high-end products, demonstrating that green transformation is a core driver of high-quality development [5][7]. Group 2: Technological Innovations in Low-Carbon Development - Hangzhou has introduced innovative technologies like quadruped robots for environmental monitoring, significantly reducing carbon emissions and enhancing emergency response efficiency [8][9]. - The city has achieved a notable reduction in energy consumption, with GDP energy consumption dropping to 0.25 tons of standard coal, while the share of non-fossil energy continues to rise [9]. - The establishment of a comprehensive intelligent monitoring network in Yuhang district integrates AI and environmental governance, promoting effective pollution reduction and carbon management [10]. Group 3: Community Engagement and Sustainable Practices - The event encourages community participation in low-carbon practices, with initiatives like household waste recycling carbon reduction accounting systems and carbon accounts for residents [10]. - The promotion of green consumption is evident, with products like West Lake Longjing tea and Qiandao Lake water receiving carbon labels, reflecting a growing trend towards sustainable consumer choices [9]. - Yuhang district has developed a low-carbon international community, integrating low-carbon principles into urban planning and fostering a collaborative approach to environmental protection [10].
广州天河:产业风正劲 投资正当时
Sou Hu Cai Jing· 2025-06-26 00:11
广州天河汇聚了60余万家企业,总量全市第一,吸引30万创新人才云集。天宣供图 这个6月,天河很"热"——中国人工智能(广州)产业园刷新进度条;国家级专精特新"小巨人"企业领信数科总部落户、中交冷链(广州天河)智慧产业园 启航,一个个重点项目结出硕果。 这个6月,天河很"忙"——招商马不停蹄,金融方城开园即迎全球考察团。天河张开怀抱,迎全球投资者,探发展新机遇。 珠江潮涌处,风鹏正举看天河。当全球投资者投下"信任票",如今的天河,汇聚了60余万家企业,总量全市第一,日均新增注册企业超600家,吸引30万创 新人才云集,铸就"聚企引才"超级引力场,炼成驱动产业向新发展的强引擎。 风帆更劲海天阔。在建区四十年的关键节点,把握十五运会和残特奥会举办的历史机遇,天河以"12126"现代产业体系锚定未来坐标,千亿级产业集群与新 兴赛道向世界张开怀抱,邀约全球企业共绘高质量发展的时代画卷。 "汇天河,筑未来!"选择天河,就是选择与世界创新脉搏、全球金融资本同频共振,共享新质生产力澎湃动能,赢定无限可能。 "重仓"天河,恰逢其时 产业兴则天河兴。大抓产业,天河决心如磐。 "天河将以最强的决心、最大的力度、最实的举措大抓产业、 ...
武汉没想到,郑州也没想到,如今长沙强势崛起一飞冲天
Sou Hu Cai Jing· 2025-06-26 00:00
有个段子特别真实:"在深圳攒首付要30年,在长沙只要5年"。我采访过从深圳回长沙的IT小哥罗方,他掰着手指算账:"同样年薪30万,深圳租房挤地铁, 长沙买房开凯迪拉克。"难怪最近3年,每年20万年轻人像候鸟一样往长沙飞,80%都是18-35岁的"搞钱主力军"。 这座城市太懂年轻人了!别的城市卷加班,长沙卷"夜生活"——凌晨两点五一广场还堵车,茶颜悦色排到1000号,连书店都搞24小时不打烊。2024年社会消 费品零售额5797亿,冲进全国前十四,夜经济影响力连续三年霸榜。我朋友王瑶从广州回来直呼:"在长沙月薪8000过得像月入2万,周末岳麓山露营、梅溪 湖看剧,这才是生活啊!" 朋友们,你们发现没?这两年中部城市的格局悄悄变天了!当武汉忙着搞光谷、郑州拼命拉富士康的时候,那个嗦粉喝茶颜悦色的长沙,居然不声不响冲到 了全国增速第一的赛道。今天我就带你们扒一扒,这个房价不到隔壁省会一半的"佛系网红",是怎么把一手"经济王炸"打得全中国都服气的? 4 B 一、GDP增速杀进全国前六,长沙的"闷声发财" 我最近刷到一组数据直接惊掉下巴:2024年长沙GDP狂飙到1.52万亿,增速5.0%,但在万亿俱乐部里,长沙的"含 ...
数字金融政策持续加码,技术驱动市场规模向十万亿级跃进
Wind万得· 2025-06-25 22:38
以下文章来源于RimeData 来觅数据 ,作者来觅研究院 导读:在全球经济数字化转型的浪潮中,数字金融已成为金融领域变革与创新的核心驱动力。自中央金融工作会议将数字金融列为需重点 做好的"五篇大文章"之一,其战略地位愈发凸显。准确把握数字金融的定义、梳理其历史沿革,并深入剖析在一级市场中的定位与发展历 程,对于理解金融体系变革、把握市场机遇、制定合理政策具有重要意义。 01 数字金融由来 数字经济作为国民经济的重要组成部分,其定义与范畴在《数字经济及其核心产业统计分类2021》和《工业重点行业领域设备更新和技术改造指南》中得 到了明确界定。根据该分类标准,数字经济可分为数字产业化和产业数字化两大板块。数字金融既是金融机构服务、赋能数字经济的过程,也是数字经济 反哺改造金融机构的方式。产业数字化与数字产业化在金融领域的应用呈现出明显的差异化特征,产业数字化主要表现为金融机构利用物联网、大数据等 技术对传统业务流程的改造,而数字产业化则体现在金融科技企业的产品创新上。二者共同推动数字金融生态的多元化发展。 数字金融的发展经历三个主要阶段:萌芽期(1990-2000年)20 世纪 90 年代,互联网技术在全球迅速 ...
1-5月杭州经济承压前行
Mei Ri Shang Bao· 2025-06-23 22:24
Economic Overview - Hangzhou's economy shows a stable and positive development trend amid a complex macroeconomic environment, supported by various policy measures [1] - The city's industrial output value has significantly increased compared to the same period last year, driven by support for high-tech and strategic emerging industries [1] Industrial Performance - From January to May, the added value of industrial enterprises above designated size in Hangzhou grew, with notable increases in sectors such as computer communication and electronic equipment manufacturing (17.2%), automotive manufacturing (23.5%), and electrical machinery (13.8%) [1] - Emerging products like new energy vehicles, lithium-ion batteries, and industrial robots saw rapid production growth, with lithium-ion battery output up by 19.0%, integrated circuit output up by 24.2%, and industrial robot output soaring by 131.1% [1] Fixed Asset Investment - Fixed asset investment in Hangzhou increased by 0.2% year-on-year, with project investment rising by 5.7% [2] - Industrial investment grew by 8.5%, accounting for 16.2% of total fixed asset investment, an increase of 1.3 percentage points from the previous year [2] - Manufacturing investment rose by 7.0%, with significant growth in general equipment manufacturing (36.6%), electrical machinery (26.9%), and automotive manufacturing (14.9%) [2] Service Sector Growth - The service sector remains a crucial pillar of Hangzhou's economy, with revenue from large-scale service industries (excluding wholesale, retail, accommodation, catering, finance, and real estate) reaching 695.1 billion yuan, a 7.5% increase year-on-year [2] - The digital economy and high-tech service industries outperformed overall service revenue growth, with increases of 11.7% and 10.2%, respectively [2] Consumer Market Dynamics - The consumer market has shown increased vitality due to various consumption promotion policies, with total retail sales of consumer goods reaching 374.5 billion yuan, a 7.4% year-on-year increase [3] - Major consumer goods such as home appliances and communication devices saw retail sales growth of 108.9% and 104.9%, respectively, while automotive sales increased by 8.0%, with new energy vehicles growing by 38.6% [3] Trade and Export Performance - Hangzhou's total import and export volume increased, with a focus on expanding overseas markets and strengthening trade cooperation with countries along the "Belt and Road" initiative [3] - Exports to "Belt and Road" countries reached 123.8 billion yuan, growing by 23.7%, which is 8.8 percentage points higher than the overall export growth rate [3]
爱高集团对准“数字中国”再落子——政策窗口已开
Jin Tou Wang· 2025-06-23 02:15
Group 1 - The core idea of the news is the strategic direction set by two significant documents: the "Digital China Construction 2025 Action Plan" and the "Opinions on Deepening the Comprehensive Reform Pilot in Shenzhen," which aim to enhance the digital economy and facilitate capital market access for enterprises in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2][9] - The "Digital China Construction 2025 Action Plan" targets that by the end of 2025, the core industries of the digital economy will account for over 10% of GDP, with "Artificial Intelligence+" included in eight major projects [1][5] - The Shenzhen reform document allows companies listed on the Hong Kong Stock Exchange to also list on the Shenzhen Stock Exchange, creating a dual-channel for financing and market access for new economy enterprises [1][9] Group 2 - Aigo Group announced a joint venture with Shenzhen Zhongcheng Digital Technology Group to enter three key sectors: digital equipment leasing, SaaS and cloud services, and digital content and media [2][3] - The digital equipment leasing sector aligns with national policies encouraging equipment recycling and leasing services, which are highly compatible with "dual carbon" assessments [5] - SaaS is identified as the fastest commercial form for the large-scale implementation of AI, as per the action plan [6] Group 3 - The joint venture's announcement led to a significant stock price increase for Aigo, with a 139% rise on the day of the announcement, reflecting market expectations and business upgrades [4] - If Aigo successfully lists on the Shenzhen Stock Exchange, it could achieve a valuation comparison of over 30 times in A-shares, while the current PE in Hong Kong is only 8 times [10] - The intersection of the digital economy and capital markets is opening up for technology transformation enterprises with manufacturing backgrounds, and Aigo's joint venture is seen as a diversification of business leveraging national policies and regional reform benefits [10]
持续激发中国民间投资活力 发改委推介项目超3万亿元
Chang Jiang Shang Bao· 2025-06-23 00:44
长江商报消息 ●长江商报记者 徐靓丽 "全国向民间资本推介项目平台"数据显示,截至今年6月20日,全国向民间资本推介项目达11745个,总 投资额10.14万亿元。 多地发布重大项目清单 国家统计局日前发布的数据显示,随着一系列促进民营经济发展的政策措施落地实施,民间项目投资稳 定增长。1—5月份,民间投资同比持平。其中,民间项目投资(扣除房地产开发民间投资)同比增长 5.8%。分行业看,住宿和餐饮业民间投资增长25.3%,增速比1—4月份加快2.6个百分点;文化、体育和 娱乐业民间投资增长10.0%,增速加快2.1个百分点;基础设施民间投资增长10.0%,增速加快0.4个百分 点;制造业民间投资增长8.1%。 2025年以来,多地持续面向民间资本推介投资项目清单,鼓励和吸引民间资本参与重大项目建设。湖北 省发展改革委发布的2025年第一批面向民间资本的投资项目清单,229个项目入选,计划引入民间资本 916.7亿元,涉及光电子、新材料等重点产业领域。山西省发布的2025年第一批向民间资本推介项目名 单,共有项目60个,计划总投资622亿元,计划引入民间资本227亿元,包含产业类项目(含重点产业链 供应链项目 ...
建设国际一流金融科技示范区,HICOOL 2025全球创业大赛西城赛区启幕
Bei Jing Wan Bao· 2025-06-21 02:19
立足首都功能核心区资源禀赋,全力打造具有国际影响力的金融科技与数字经济创新高地。6月20日,由北京海外高层次人才协会主办、北京市西城区承办 的HICOOL 2025全球创业大赛西城赛区启动仪式在新动力金融科技中心举行。北京市委组织部部务委员、市人才工作局副局长贺泳江,北京海外学人中心 党委委员、副主任司鹏搏,北京海外学人中心人才服务三部部长袁少暐,北京市科委、中关村管委会外国专家服务与科技人才处副处长孙继伟,西城区委常 委、组织部部长于家明,西城园工委书记、西城园管委会(区科委)主任王爱军,西城区委组织部副部长、区人才工作局局长贾慧芳,北京海外高层次人才 协会理事长关鸿亮,副理事长、秘书长武沂,以及西城区委人才工作领导小组各成员单位、企业代表、参赛项目代表等出席启动仪式。 作为首都功能核心区,全国政治中心、文化中心、国际交往中心、科技创新中心的重要承载区,西城区依托国家金融管理中心和国家级金融科技示范区叠加 优势,打造具有全球影响力的金融科技与数字经济创新高地。这里汇聚国家金融、货币政策的管理部门、监管机构以及各类金融企业,形成以金融、金融科 技、资产管理、数字经济、现代服务业为主的"4+N"产业开放体系,加 ...