增强实干担当。自我提高就要在学习实践中不断增长才干，提升实践能力，更好满足岗位任职需要和改 革发展要求。今年是"十四五"规划收官之年，也是进一步全面深化改革的重要一年，对党员干部的素质 能力提出了更高要求。广大党员干部要紧贴岗位任职需要和工作特点规律，干什么学什么、缺什么补什 么，不断增强业务能力和工作本领，力争成为本领域本部门的行家里手。要坚持把勇于拼搏、不懈奋斗 作为精神底色，立足本职岗位创先争优、建功立业，在知重负重中摔打磨砺充实人生。要注重加强调查 研究，了解基层实际情况和困难，推动各项决策部署有效落实。要树立真抓实干、担当尽责的好样子， 敢于啃硬骨头、扛重担子、接烫手山芋，发扬钉钉子精神，锲而不舍、久久为功，以时不我待、只争朝 夕的紧迫感谋事干事成事，聚力改革发展稳定各项任务，奋力开创新局面，在新时代新征程不断创造新 业绩。（刘德成） 夯实履职根基。自我完善是发现问题、剖析症结、纠正偏差、实现进步的过程。自我完善要着力补短 板、强弱项，不断构建系统完备、科学规范、运行有效的制度体系，完善决策科学、执行坚决、监督有 力的权力运行机制。广大党员干部要保持"君子检身，常若有过"的态度，检视工作中的差距不足 ...

高校是落实立德树人根本任务的主阵地，承担着培养德智体美劳全面发展的社会主义建设者和接班人的 重要使命。当前，各级高校要紧扣落实立德树人根本任务和奋进加快建设教育强国宏伟目标，扎实开展 深入贯彻中央八项规定精神学习教育，以更加深刻的思想认识、更加坚定的行动自觉，一体推进学查 改，在"学有质量"上求深入，在"查有力度"上齐发力，在"改有成效"上动真格，以作风建设新成效为建 设教育强国提供有力保障。 "查"是学习教育的关键一环，要实事求是把存在的作风问题查准查透，使学习教育整改更具针对性实效 性。 真查实摆。领导班子和领导干部带好头，敢于直面问题，不躲闪不遮掩，主动把自己摆进去、把职责摆 进去、把工作摆进去，见人见事见问题，带动广大教职工把作风问题具体表现找准找全、列出问题清 单，防止应付交差、糊弄了事。找准问题。精准深入进行问题查摆，对过去没有解决好的问题，以及新 发生的问题，通过自查自纠、问卷调查、座谈会等形式真正把问题摸清找准。如，在教育教学方面，重 点查找教师是否严守师德规范，是否存在教学态度不端、备课和教学敷衍、指导学生不认真等失职问 题；在科研创新方面，聚焦科研人员廉洁自律与学术诚信，重点查找是否存在学 ...

全面强化基层监督。要加强基层纪检监察监督，深化落实《关于加强基层纪检监察监督的若干意见》， 持续优化基层纪检监察机构设置和力量配置，深化乡镇纪检监察片区协作，探索推动乡镇纪委与村务监 督委员会有效衔接，统筹用好县乡监督力量，持续加大基层监督办案力度。要深入开展对村巡察，聚焦 党中央决策部署在基层落实情况、基层党组织建设情况、群众身边不正之风和腐败问题，统筹市县联动 巡、乡村一体巡，紧盯村"两委"班子特别是"一肩挑"人员，优先对软弱涣散村、社情复杂村、资源丰富 村、发展滞后村开展巡察，逐步实现全覆盖，推动巡察直抵基层末梢。要在更大范围整合监督力量，聚 焦解决西藏自治区昌都市地广人稀监督差异大、基层熟人社会监督难度大、纪检监察干部能力差距大等 问题，探索构建市纪委监委统一领导、监督检查室主导、县（区）纪委监委配合、乡镇纪检监察协作片 区参与的市域"大协作片区"，通过市级督战、室组主战、县乡参与、直插基层，推动基层监督部署指挥 更加有力、资源整合更加有效、措施手段更加协同，将监督制度优势转化为治理效能。 坚决守护民生福祉。要推动党中央决策部署贯彻落实，聚焦习近平总书记重要指示批示和党中央重大决 策部署在昌都落实情况 ...

发挥"助手"作用——协助推动、同题共答 派驻监督是党和国家监督体系的重要组成部分，是纪检监察专责监督的重要制度安排。实践中，驻中国 石油纪检监察组充分发挥协助职责和监督专责，始终把以案促改促治作为协助党组落实主体责任、构建 管党治党格局的重要方法、有力举措，深挖案件富矿资源，注重在三个环节发挥助手作用，推动集团公 司完善制度、明晰责任、确立标准，不断健全完善全面从严治党体系。在案件查办环节，善于通过案件 查办发现体制性短板、制度性漏洞、行业性领域性问题，协助集团公司党组找到全面从严治党中存在的 风险隐患；在研提以案促改促治建议环节，通过把脉会诊、对症下药，协助集团公司党组采取切实可行 的整改措施，提升企业治理能力；在整改整治环节，通过持续跟进整改整治，督促案发单位在全面从严 治党、从严管权治吏、依法合规管理、加强廉洁文化建设等方面下真功、见实效。 以案促改促治，是一体推进"三不腐"的重要环节，是新形势下深化标本兼治、系统施治的有力举措。习 近平总书记在二十届中央纪委四次全会上强调，增强以案促改促治实效，推动完善权力配置运行的制约 和监督机制，丰富防治新型腐败和隐性腐败有效办法。中央纪委国家监委驻中国石油天然气 ...

Group 1 - The core focus is on high-quality development and the integration of development and safety, emphasizing the cultivation of characteristic advantageous industries to promote stable and healthy economic growth [1][2] - The importance of protecting and restoring historical cultural heritage in ancient cities is highlighted, with a call for strict management of ancient city construction and the promotion of tourism consumption [1] - Encouragement for enterprises to increase R&D investment and enhance product quality and brand influence, alongside the need for an optimized business environment and the implementation of policies to support enterprise growth [1][2] Group 2 - The initiative to enhance the quality and added value of flower products, particularly in the context of the "Belt and Road" market, is emphasized to strengthen the Qingzhou flower brand [2] - The development of the ginseng industry is discussed, focusing on utilizing local ecological and resource advantages to promote the entire industry chain and improve income for rural communities [2] - A call for a thorough review of the first half of the year and a commitment to project execution, investment expansion, and consumer promotion in the second half, aiming for high-quality development amidst uncertainties [2]

Group 1 - The core viewpoint emphasizes the importance of reform and innovation in driving high-quality development in Dongying City, focusing on the implementation of major national strategies related to the Yellow River [3] - Dongying City is advancing the construction of the National Saline-Alkali Land Comprehensive Utilization Innovation Center and aims to improve 146,000 acres of saline-alkali farmland while adding 35,000 acres of arable land [3] - The city has signed 108 formal contract projects with a total investment of 54.192 billion yuan in the first four months of the year, showcasing a strong commitment to high-quality investment attraction [2] Group 2 - Dongying City is actively promoting the development of renewable energy, with plans for renewable energy installations to reach 10 million kilowatts and new energy storage capacity to reach 1.6 million kilowatts this year [4] - The city is focusing on the transformation and upgrading of the petrochemical industry while nurturing emerging industries such as high-end petroleum equipment and lithium batteries [4] - In the first quarter, the city's GDP grew by 6.1%, surpassing the provincial growth rate by 0.1 percentage points, indicating robust economic performance [4]

Core Viewpoint - The earnings outlook for major banks such as JPMorgan, Wells Fargo, and Citigroup is subdued despite passing stress tests, with growth hindered by weak demand in conventional and investment banking [2][3]. Group 1: Earnings Expectations - JPMorgan's Q2 earnings are expected to decline by -5.6% with revenues down -13.4% [3] - Citigroup and Wells Fargo are projected to see Q2 earnings decrease by -3.2% and -6.8% respectively [3] - The Zacks Investment Brokers & Managers industry, including these banks, anticipates a total Q2 earnings drop of -2.8% on -0.6% lower revenues [3] Group 2: Sector Performance - The overall Finance sector is expected to see Q2 earnings increase by +8.2% on +3.9% higher revenues [3] - Total S&P 500 earnings for the June quarter are projected to rise by +5.0% with +4.0% higher revenues [5] - Three sectors are expected to achieve double-digit earnings growth in Q2: Aerospace (+15.2%), Tech (+12.1%), and Consumer Discretionary (+106.1%) [5] Group 3: Market Performance - Despite weak earnings growth expectations, stocks of JPMorgan, Citigroup, and Wells Fargo have performed well in the market, likely due to anticipated capital returns and hopes for improved earnings growth [6] - The market's recovery from April lows suggests that participants may not view tariff uncertainties as a significant threat, although there is skepticism regarding this outlook [23]

研究早观点 2025 年 7 月 3 日 星期四 市场走势 资料来源：最闻 国内市场主要指数 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,454.79 | -0.09 | | 深证成指 | | 10,412.63 | -0.61 | | 沪深 | 300 | 3,943.68 | 0.02 | | 中小板指 | | 6,512.36 | -0.62 | | 创业板指 | | 2,123.72 | -1.13 | | 科创 | 50 | 982.64 | -1.22 | 资料来源：最闻 分析师： 李召麒 执业登记编码：S0760521050001 电话：010-83496307 邮箱：lizhaoqi@sxzq.com 【今日要点】 2019 年 2 月 21 日 星期四 请务必阅读最后股票评级说明和免责声明 1 【山证新股】新股月报（2025 年 6 月）-新股市场较为活跃，月内共上 市 6 只新股 【行业评论】煤炭：煤炭进口数据拆解：25 年 5 月进口加速收缩 【行业评论】生物医药Ⅱ：创新药动态更新：IBI363：实现免疫耐药 N ...

Market Performance - The major U.S. stock indices showed mixed results, with the Dow Jones Industrial Average slightly down by 0.02% to 44,484.42 points, while the S&P 500 and Nasdaq both reached record closing highs, up 0.47% to 6,227.42 points and 0.94% to 20,393.13 points respectively [3][2] - Large tech stocks mostly rose, with Tesla surging nearly 5%, Nvidia up over 2%, Apple rising more than 2%, and Google increasing over 1%. However, Microsoft, Amazon, and Facebook saw slight declines [5][3] Tesla Performance - Tesla reported second-quarter delivery numbers of 384,122 vehicles, slightly below the forecast of 389,407 vehicles, while production reached 410,244 vehicles, exceeding the estimate of 400,083 vehicles [5][7] - Cathie Wood, head of Ark Investment, purchased 56,368 shares of Tesla, valued at approximately $17.91 million, during a period when Tesla's stock price had declined [5][7] Employment Data - U.S. private sector employment unexpectedly decreased by 33,000 jobs in June, marking the first decline in over two years and significantly below the expected increase of 95,000 jobs [7][8] - The ADP data indicates a hesitance in hiring among companies, despite low levels of layoffs, which may signal a weakening labor market amid economic slowdown concerns [7][8] Federal Reserve Developments - Anna Paulson has been appointed as the new president and CEO of the Philadelphia Federal Reserve, representing the third Federal Reserve district in the FOMC [10][12] - Paulson's extensive experience in financial stability and monetary policy will influence U.S. monetary policy decisions, particularly in the upcoming FOMC meetings [12] Microsoft Layoffs - Microsoft announced a global layoff of approximately 9,000 employees, representing less than 4% of its total workforce, as part of an organizational restructuring [14] - This marks the fourth round of layoffs for Microsoft in 2023, focusing on streamlining management layers and enhancing operational efficiency, particularly in areas with slowing growth [14]

其 他 报 告 2025年07月03日 晨会纪要 | 国内市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 上证综合指数 | 3455 | -0.09 | 1.91 | | 深证成份指数 | 10413 | -0.61 | 3.73 | | 沪深300指数 | 3944 | 0.02 | 1.95 | | 创业板指数 | 2124 | -1.13 | 5.69 | | 上证国债指数 | 226 | 0.06 | 0.02 | | 上证基金指数 | 6936 | -0.04 | 0.37 | | | | 资料来源:同花顺iFinD | | | 海外市场 | | 涨跌幅（%） | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 中国香港恒生指数 | 24221 | 0.62 | 3.20 | | 中国香港国企指数 | 8725 | 0.54 | 2.76 | | 中国台湾加权指数 | 22578 | 0.11 | 2.42 | | 道琼斯指数 | 44495 | 0.91 ...