Group 1: Economic Development - The report emphasizes the importance of stabilizing employment, enterprises, markets, and expectations to enhance economic recovery [2] - Shanghai's economic and social development has shown a positive trend in the first half of the year, boosting confidence and resilience in facing challenges [2] - There is a call for better coordination among departments to leverage regional advantages and promote high-quality development [2] Group 2: Technological and Industrial Innovation - Continuous efforts are needed to integrate technological innovation with industrial innovation, focusing on upgrading traditional industries and developing emerging sectors [3] - Suggestions include enhancing the integration of innovation chains, industrial chains, capital chains, and talent chains [3] - The need for a robust capital market to support innovation, particularly in front-end equity investment, is highlighted [3] Group 3: Public Services and Social Welfare - The focus is on improving public service quality and addressing urgent social issues to ensure equitable and accessible welfare [4] - Recommendations include optimizing elderly care policies and enhancing community health service systems to address aging population challenges [4] - There is an emphasis on improving disaster response capabilities, particularly in relation to extreme weather events [4]

我一直都对四川心心念念，那片土地就像一个巨大的宝藏盒子，装满了无尽的惊喜。四川有巍峨壮丽的雪山，比如"蜀山之王"贡嘎雪山，终年积雪不化， 在阳光的照耀下闪耀着圣洁的光芒；有神秘秀美的峡谷，像大渡河峡谷，峭壁陡立，河水奔腾咆哮，尽显大自然的磅礴力量；还有充满历史韵味的古镇， 如黄龙溪古镇，古街古巷、古桥古树，仿佛让人穿越回了古代。然而，面对市场上琳琅满目的四川旅游产品，我实在不知道该如何选择。自己规划行程 吧，又怕安排得不够合理，错过那些精华景点；跟团游吧，又担心遇到不靠谱的旅行社，花了冤枉钱还玩得不开心。就在我纠结万分的时候，朋友给我推 荐了四川本地团的跟团游旅游团，口碑爆棚，价格还特别优惠，这简直就是我的救星，我毫不犹豫地报了名，满心期待地等待着开启这场四川之旅。 这次跟团游，导游琳琳简直是我们旅途中的超级英雄。她就像一本活的四川旅游指南，对四川的每一个角落都了如指掌。无论是历史文化、风土人情，还 是美食特色，她都能信手拈来，讲得头头是道。她特别热情开朗，一路上都充满了活力，总是带着灿烂的笑容，让我们感觉格外亲切。而且她非常细心周 到，时刻关注着每一位游客的需求和感受。当我们走累了，她会及时安排休息；当我们 ...

机构指出，资金流入规模显著改善与宏观政策持续发力，共同助推A股转向增量市场。 【财经日历】 10:00 国家发展改革委就当前经济形势和经济工作举行新闻发布会 20:30 美国7月失业率、美国7月季调后非农就业人口 | (双)盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指数 | 44130.98 | -330.30 | -0.74% | | 纳斯达克指数 | 21122.45 c | -7.22 | -0.03% | | 标普500 | 6339.39 | -23.51 | -0.37% | 当地时间周四，美股三大指数集体收跌，道指跌0.74%，纳指跌0.03%，标普500指数跌0.37%。 热门科技股涨跌不一，Meta涨超11%，微软涨近4%，收盘市值未站上4万元美元，Arm跌超13%，特斯拉跌超3%，谷歌、博通跌超2%。 纳斯达克中国金龙指数收涨0.66%，热门中概股多数上涨，蔚来涨近8%，金山云涨超5%，阿里巴巴、哔哩哔哩、百度涨超2%，理想汽车跌超1%，名创优品 跌超4%。 美国至7月2 ...

Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors on recent developments and potential impacts on company performance [2]. Company Announcements - Water Well Square: Director Sathish Krishnan resigned due to work reasons and will no longer hold any position in the company [3]. - Victory Energy: The company reported normal operating conditions with no significant changes in the internal or external business environment [4][5]. - Dream Network Technology: The company plans to jointly invest in a private equity fund with a target fundraising scale of 2 billion yuan, with a commitment of 50 million yuan from the company [6]. - Guoen Co., Ltd.: The company has completed the development of PEEK material production technology and aims to build a vertical integration platform for the entire PEEK industry chain [7]. - Action Education: The controlling shareholder proposed a mid-term dividend of 10 yuan per 10 shares for the 2025 fiscal year [8]. - Southern Road Machine: The company noted that its stock price has deviated from its fundamentals, indicating potential risks for investors [9]. - Shandong Highway: The company plans to participate in a capital increase project for Weihai Bank, with a total investment not exceeding 348 million yuan [11]. - Dalian Friendship: The company reached a settlement in a lawsuit with its controlling shareholder, with plans to withdraw the case [12]. - Huilv Ecology: The company plans to increase investment by 600 million yuan to build a production base in Ezhou [13]. - Qingdao Bank: The bank reported a net profit of 3.065 billion yuan for the first half of 2025, a year-on-year increase of 16.05% [14]. - Ankai Micro: The company will launch a low-power lock control SoC chip designed for smart locks [15]. - Yingweike: The company has built a complete liquid cooling technology and product solution capability [16][17]. - Dashengda: The company plans to acquire a 30% stake in Thailand Far East International Environmental Co., Ltd. for 20.4 million Thai Baht [18]. - Dongxin Co., Ltd.: The company clarified that its chip products are not intended for large model computing clusters [19]. - Tibet Tourism: The company will apply for a trading suspension if significant trading anomalies continue [20]. - New Aluminum Era: The company plans to invest at least 500 million yuan in a lightweight high-strength automotive parts project [21]. - Darui Electronics: The company plans to acquire 80% of Weiste's shares to enhance its strategic layout in lightweight materials [22]. Performance Reports - Jiejia Weichuang: The company expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, a year-on-year increase of 38.65% to 59.85% [23]. - Sinopec: The company anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [24]. - Da Da Quan: The company reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [25]. - Zhengdan Co., Ltd.: The company reported a net profit of 630 million yuan for the first half of 2025, a year-on-year increase of 120.35% [26]. - New Light Optoelectronics: The company expects a revenue of approximately 21 million yuan for the first half of 2025, with a net loss of 19 million to 23 million yuan [27]. - Xiangfenghua: The company reported a net loss of 294,590 yuan for the first half of 2025, compared to a profit in the previous year [28]. Major Contracts - Shenlian Bio: The company signed contracts for the development of multi-valent vaccines with the Chinese Academy of Agricultural Sciences [29]. - Boying Special Welding: The company signed a cooperation framework agreement with Weirham for special welding technology applications [30]. Shareholding Changes - Jiangnan Yifan: The company's general manager plans to increase his shareholding [31]. - Jieya Co., Ltd.: Major shareholders plan to reduce their holdings by up to 4.95% [32]. - Tongda Co., Ltd.: A major shareholder plans to reduce holdings by up to 3% [34]. - Haohuan Depth: A major shareholder plans to reduce holdings by up to 2.17% [35]. - Jiahua Technology: A major shareholder plans to reduce holdings by up to 2% [36]. - Heyuan Gas: A major shareholder plans to reduce holdings by up to 2% [37]. Share Buybacks - Fuanna: The company plans to repurchase shares for an amount between 55.85 million and 104 million yuan [38]. Financing Activities - Aoshikang: The company plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [39].

Group 1 - The number of foreign tourists entering China has significantly increased during the summer, showcasing the country's unique charm [1] - The National Immigration Administration has introduced various visa-free policies to facilitate foreign tourism, trade, and visits to China [1] - The number of entry ports has expanded to 60, with a unified stay duration extended to 240 hours [4] Group 2 - The promotion of instant tax refund services for departing tourists has been implemented this year [5] - The efficiency of tax refund processing has improved, enhancing the overall experience for tourists [6] - The number of domestic tax refund stores has increased significantly, exceeding 7,200 [7] Group 3 - From January to June this year, the number of people enjoying tax refunds has increased, with sales of tax refund goods and the amount refunded both showing a year-on-year growth of 94% [8]

格隆汇7月31日丨凯撒旅业(000796.SZ)于投资者互动平台表示，公司参股公司易生金服旗下易生支付拥 有国内全支付牌照，是为数不多拥有国内支付全部业务类型、全国范围覆盖的公司之一，同时是监管机 构批准的可以开展跨境人民币业务的支付机构。易生支付秉承支付为民的行业理念，依托在航空旅游和 跨境电商等领域的独特优势，瞄准国际标准不断提高服务水平和服务品质，通过定制化行业解决方案， 为海南自贸港建设贡献应有之力。 ...

Core Insights - The article highlights the increasing presence of foreign tourists in Shanghai due to the relaxation of visa policies, positioning the city as a leading destination for inbound tourism in China [1][3]. Payment Services - Shanghai has a mobile payment penetration rate exceeding 95%, significantly higher than the global average, which is about three times lower than China's rate [4]. - The Shanghai government has implemented a comprehensive plan to enhance payment services for foreign visitors, aiming for full coverage of key commercial and tourist areas by 2024 [4][5]. - In Q1 2025, mobile payment transactions involving foreign cards in Shanghai reached nearly 20 million, amounting to 2.8 billion yuan, reflecting year-on-year growth of 171% and 160% respectively [6]. Transportation Services - Shanghai's public transportation system has been upgraded to allow seamless access for both domestic and international bank cards, enhancing the convenience for foreign tourists [7]. - The launch of the "Easy Go" service platform provides a one-stop solution for various travel needs, integrating services such as food delivery, transportation, and ticket booking [7]. - The presence of bilingual signage in public areas has been positively noted by foreign visitors, improving their overall travel experience in the city [8]. Overall Experience - The combination of advanced payment systems, efficient public transport, and user-friendly services contributes to a more convenient travel experience for foreign tourists in Shanghai [8].

Core Points - Sichuan is described as a captivating region with stunning natural landscapes and rich cultural heritage [1] - The travel experience in Sichuan is highlighted as affordable and enjoyable, with costs ranging from 1000 to 1500 yuan per person [3] Group 1: Travel Experience - The itinerary includes a deep exploration of Chengdu, featuring attractions like Kuanzhai Alley, Du Fu's Thatched Cottage, and Jinli Ancient Street [5] - The second day focuses on the historical significance of the Dujiangyan irrigation system and the natural beauty of Qingcheng Mountain [6] - The third day is dedicated to Emei Mountain, a prominent Buddhist site, where visitors experience breathtaking views from the Golden Summit [7] - The final day involves visiting the Leshan Giant Buddha, the largest stone-carved sitting Buddha in the world, before returning home [8] Group 2: Travel Tips - Visitors are advised to prepare for variable weather conditions in Sichuan, especially in mountainous areas, by bringing appropriate clothing [11] - Dietary considerations include the spiciness of Sichuan cuisine, with recommendations to communicate preferences to restaurants [12] - Important travel documents such as identification and potential discount certificates should be carried for a smooth experience [13] Group 3: Local Cuisine - Sichuan cuisine is renowned for its spicy hotpot, which is a must-try for visitors [14] - Other local delicacies include Chuan Chuan (skewered food), Fuqi Feipian (a traditional dish), and Bingfen (a refreshing dessert) [14]

Market Overview - The A-share market experienced fluctuations on July 31, with the Shanghai Composite Index down 1.18%, the ChiNext Index down 1.66%, and the Shenzhen Component Index down 1.73% [1] - The total market turnover approached 2 trillion yuan, reaching 1.9618 trillion yuan, an increase of 90.9 billion yuan compared to the previous trading day [1] Sector Performance - The large technology, medical biology, and related sectors saw gains, while cyclical sectors such as steel, coal, and insurance faced adjustments [3][7] - The AI and computing power sectors showed strong performance, with significant activity in liquid cooling servers and AI-related concepts [7] Notable Stocks - *ST Guandao (839680) resumed trading and hit a "30CM" limit up, closing at 12.24 yuan per share with a trading volume exceeding 200 million yuan and a turnover rate of over 51% [4][6] - Xizang Tourism (600749) achieved a historical trading volume, closing at 28.2 yuan per share after a series of nine consecutive limit-ups [10][12] Company Announcements - *ST Guandao announced the risk of being subject to major illegal forced delisting due to an ongoing investigation by the China Securities Regulatory Commission [6] - Xizang Tourism reported a projected net profit of approximately 2 million yuan for the first half of 2025, indicating a turnaround from losses [13] Investment Insights - Analysts suggest focusing on the computing power industry chain, as the AI wave continues to drive performance improvements in related companies [8] - The A-share market is expected to see structural opportunities in August, supported by policy and fundamental factors, with a focus on high-certainty industries [14]

Core Viewpoint - Tianfu Culture Tourism (000558.SZ) announced that its subsidiary Chengdu Cultural Tourism Development Co., Ltd. has initiated a customized service outsourcing procurement project for the Xiling Snow Mountain scenic area, with the bidding process starting on July 28, 2025, and the public announcement period ending on July 30, 2025. Chengdu Talent Development Group Co., Ltd. has been selected as the winning bidder, although a formal agreement has yet to be signed [1]. Group 1 - The bidding for the service outsourcing project for Xiling Snow Mountain scenic area commenced on July 28, 2025 [1]. - The public announcement period for the bidding concluded on July 30, 2025 [1]. - Chengdu Talent Development Group Co., Ltd. was identified as the winning bidder for the project [1].