Core Insights - The Shanghai Lego Resort's themed commercial street has officially opened in Jinshan District, Shanghai, enhancing the upcoming Asia's largest Lego park and driving the cultural tourism industry's upgrade in the region [1][3] Group 1: Project Overview - The themed commercial street project covers an area of approximately 80,000 square meters with a total construction area of 250,000 square meters, including hotels, commercial areas, and a two-level underground parking lot [3] - The project faced significant challenges since its commencement in August 2023, including extreme weather conditions and a tight construction schedule [3] Group 2: Construction Achievements - The project team adopted a proactive approach, working around the clock with nearly 1,600 builders and about 1,000 pieces of machinery to ensure timely and high-quality delivery [3] - The construction process was meticulously planned, with timelines down to the hour, showcasing the team's commitment to overcoming obstacles [3] Group 3: Economic Impact - The 'Aegean Sea·Colorful Street' commercial area is designed as a composite consumption space integrating boutique hotels, shopping centers, and themed streets, enhancing the visitor experience [5] - This commercial street is strategically located next to the main entrance of the Lego park, expected to facilitate daily visitor traffic and consumption, thereby promoting industrial upgrades and urban renewal in the surrounding areas [5]

老字号蕴藏百年匠心工艺，其核心技艺、配方传承多依赖"口传心授"，师傅带徒弟，可一旦出现人 员流动，老字号的核心技艺、配方极易"外流"。这样的情况如何避免？日前，黄浦区市场监督管理局发 布了全市首个《老字号商业秘密保护和创新能力提升指南》（以下简称《指南》）。 联盟首批成员由上海中华老字号企业协会、上海老字号企业代表组成，联盟将充分发挥桥梁纽带作 用，探索解决老字号在工艺传承、数字化转型、跨界合作中的商业秘密保护难题。 "这是全市首个《指南》，旨在帮助企业从制度建设、技术防护等维度建立起一道'护城河'。"黄浦 区市场监督管理局副局长娄卫说。《指南》旨在从实务的视角，帮助老字号企业理解商业秘密基本概 念、识别商业秘密应用场景、构筑商业秘密保护体系、明晰维权救济路径以及厘清商业秘密保护与非遗 传承的关系，努力为老字号企业提升创新发展能级、焕发新生提供"最优解"。 "比如，《指南》根据老字号的特点，明确了哪些可能成为老字号商业秘密的'秘密点'，特别是帮 助我们厘清了非遗传承与商业秘密的内容区别，并指导企业制定非遗商业秘密的分层保护策略。"上海 豫园旅游商城（集团）股份有限公司副总裁王瑾说。 记者 唐烨 当天，黄浦区还 ...

Group 1 - Jiangsu's night economy is being redefined with new consumption scenarios that blend traditional and modern elements, creating a vibrant night-time atmosphere for both residents and tourists [2][5] - The Jiangsu Provincial Department of Commerce has announced a list of 50 "Night Consumption Gathering Business Circles," which integrate various business formats such as cultural performances, sports events, and trendy entertainment [2][5] - The opening of MINISO SPACE in Nanjing represents a shift towards experiential consumption, where consumers seek emotional connections rather than just products [3][4] Group 2 - The "Garden Football Theme Night Market" in Yangzhou combines traditional culture with sports, enhancing the dining experience and attracting significant foot traffic [5][6] - The transformation of commercial spaces into "emotional containers" is crucial for the success of night-time consumption, as seen in various innovative retail environments [3][4] - The D9 Cultural and Creative Commercial Street in Nanjing has become a new highlight for night-time cultural consumption, featuring interactive installations that attract a diverse audience [6] Group 3 - The integration of sports events with commercial activities has proven effective, as seen in the "Viewing Ticket Benefits" initiative in Nanjing, which incentivizes consumer spending during sports events [7][8] - The rise of "first-store economy" and night services is creating a unique synergy, with increased foot traffic and sales during evening hours [7][8] - Cultural elements are being leveraged to enhance the night economy, with events and markets that reflect local heritage and attract large crowds [9][10] Group 4 - The revitalization of urban spaces through lighting and design has significantly increased night-time activity, as demonstrated by the successful transformation of the Jingji Road area in Zhenjiang [10] - The night economy in Jiangsu is evolving beyond mere shopping and dining, becoming a medium for cultural expression and community engagement [10]

早 报 精 选 1、 中方在政府采购活动中对自欧盟进口的医疗器械采取相关措施。 2、马斯克宣布成立"美国党"。 3、特朗普称8月1日起实施新关税，最高税率或达70%。 4、央行拟修订人民币跨境支付系统业务规则。 5、住建部：持续巩固房地产市场稳定态势。 2、今年4月3日，沪深北交易所同步发布《程序化交易管理实施细则》，对程序化交 易报告管理、交易行为管理、信息系统管理、高频交易管理等作出细化规定，将于7月 7日开始正式实施。 宏 观 新 闻 1、 财政部发布关于在政府采购活动中对自欧盟进口的医疗器械采取相关措施的通 知，根据有关法律法规，经批准，财政部决定在政府采购活动中对部分自欧盟进口的 医疗器械采取相关措施。采购人采购预算金额4500万元人民币以上的医疗器械时，确 需采购进口产品的，在履行法定程序后，应当排除欧盟企业（不包括在华欧资企业） 参与。 2、商务部新闻发言人就在政府采购活动中对自欧盟进口的医疗器械采取相关措施答记 者问表示，相关措施是为了维护中国企业的合法权益，维护公平竞争的环境。中方措 施只针对自欧盟进口医疗器械产品，在华欧资企业生产产品不受影响。 3、商务部发布公告，根据《反倾销条例》第三十 ...

投资策略 | 定期报告 短期攻势暂缓，中期升势未变 策略周报 20250706 研究结论 ⚫ 全球市场下周或延续震荡 全球降息交易暂歇，下周延续震荡预期：前一周全球市场普涨系交易 9 月的美联储 降息预期，本周全球主要市场除巴西、美国和中国上涨外，整体出现震荡态势，降 息交易暂歇。我们认为美国市场本周全面上涨，并不是交易降息预期，主要是交易 政策不确定性下降，"大而美"法案成功落地短期降低了市场对特朗普政府执政能 力的担心，但这一利好已经落地，政策实际落地效果仍然具有不确定性。美国最新 就业数据公布后，利率期货交易员认为美国 7 月降息预期已微乎其微，9 月降息概率 也从 98%下降到 80%以下。综上我们认为全球市场的上涨或告一段落，下周延续震 荡预期。 风险事件乐观定价充分，预期差逆转压制上涨动力：上周中美推进"伦敦框架" （中方审批管制物项出口、美方松绑限制），市场或因此短期下调了风险评价。但 当前定价或已充分反映对关税战的乐观预期，市场可能会开始担心 9 日事件落地结 果难超预期。随着交易焦点转向 7 月 9 日关税休战到期， 风险评价预期短升将压制 全球市场反弹动能。 ⚫ A 股短期攻势或暂缓，关税 ...

Group 1: Low-altitude Economy - The low-altitude economy is rapidly developing, with Hefei becoming a hub for drone applications, including medical delivery and logistics, with over 200 operational routes established [2][3] - Hefei has gathered over 300 companies in the low-altitude economy sector, covering the entire supply chain from research and development to operation [2][3] - The market size of China's low-altitude economy is projected to reach 1.5 trillion yuan by 2025, indicating significant growth potential [3] Group 2: Commercial Aerospace - The commercial aerospace sector is also gaining attention, with the market size expected to exceed 2.5 trillion yuan [3] - The establishment of the commercial aerospace industrial park in Bengbu is fostering innovation and collaboration among 17 projects, enhancing the production capabilities of rockets [3][4] - Companies like Lingkong Technology are utilizing advanced materials and 3D printing technology to improve the efficiency and cost-effectiveness of rocket components [4][5]

据介绍，山东发挥齐鲁文化资源丰厚优势，推动文化和科技深度融合协同创新，根据《政策措施》，山 东聚焦5个方面，围绕项目建设、市场主体、人才培育、金融服务、优化生态，提出23条政策措施；根 据《行动计划》，涉及5方面重点任务，加快前沿交叉、关键共性和系统集成技术创新，建设全国文化 和科技融合新高地。 （原标题：山东政商要情（6.30—7.6）） 1，第十一届尼山论坛将于7月9日至10日在曲阜举办 7月4日，记者从山东省政府新闻办举办的新闻发布会上获悉，第十一届尼山世界文明论坛（下称"尼山 论坛"）将于7月9日至10日在曲阜尼山举办。 本届论坛以"各美其美·美美与共——文明间关系与全球现代化"为主题，下设"文明的起源与未来发 展""儒家文化的世界意义和时代价值""在全球现代化进程中成人之美""文明视野下的家庭意义与社会发 展""人工智能发展与人类文明走向""齐鲁文化与世界文明"等6个分议题。 据悉，本届尼山世界文明论坛着力突出嘉宾邀请的全球性，学术对话的互动性，活动设计的交融性。截 至目前，应邀出席的国际嘉宾共约300人，来自埃及、秘鲁、柬埔寨、吉尔吉斯斯坦、马尔代夫、美国 等70多个国家，其中，副部级以上外国政要 ...

央视网消息：从最新发布的数据中，感知中国经济活力。 2025年前5个月：我国服务贸易同比增长7.7% 1—5月，旅行服务继续快速增长，进出口达9200.5亿元，增长12.2%，为服务贸易第一大领域。 科技创新与制造业高质量发展加快推进 其中，其他商业服务、电信计算机和信息服务进出口规模较大，有效助推经济增长和产业结构升级。 国家税务总局公布的最新数据显示，2025年1—5月，支持科技创新和制造业发展的主要政策减税降费及退税达6361亿元。 6月份中国大宗商品价格指数继续回升 商务部最新数据显示，前5个月，我国服务进出口总额32543.6亿元人民币，同比增长7.7%。其中，出口14033.7亿元，增长15.1%；进口18509.9 亿元，增长2.7%。 服务贸易稳步增长的同时，结构进一步优化。1—5月，知识密集型服务进出口12492.7亿元，增长5.0%。 增值税发票数据显示，1—5月，高技术产业销售收入同比增长14.2%，明显快于全国总体增速。 1—5月，我国制造业企业销售收入同比增长4.2%。其中，数字产品制造业、高技术制造业销售收入均保持两位数增长。 中国物流与采购联合会7月5日公布，6月份，中国大宗商品 ...

Core Points - The stock price of HeFu China (603122) increased by 2.07% to 6.89 CNY as of July 4, 2025, with a market capitalization of 2.743 billion CNY [1] - The company completed the cancellation of its initial public offering (IPO) fundraising account, with a total fundraising amount of 416.96 million CNY and a net amount of 359.69 million CNY after expenses [1][2] - HeFu China announced a cash dividend of 0.13 CNY per share for the 2024 annual equity distribution, totaling 51.75 million CNY [3] Company Announcements - HeFu China has completed the cancellation of its IPO fundraising account, with the balance of 58.45 million CNY transferred to the general account [2] - The company signed a tripartite supervision agreement regarding the fundraising account and later terminated it after the account's cancellation [2] - The cash dividend distribution was approved at the annual shareholders' meeting on June 25, 2025, with specific tax implications for different types of shareholders [3]

2025年政府工作报告中, 明确提出要培育壮大新兴产业、未来产业，深入推进战略性新兴产业融合集群发 展，并开展新技术新产品新场景大规模应用示范行动，推动商业航天等新兴产业安全健康发展。这是继2024 年"商业航天"首次写入政府工作报告后，政策支持力度进一步加码的标志性信号。 商业遥感卫星是我国航空航天体系的重要分支。近年来在政策支持、技术创新和市场需求的多重推动下，正 处于快速发展的黄金阶段。国家积极出台一系列政策，鼓励民间资本广泛参与商业遥感卫星的研制、发射和 运营，这一举措有力地推动了行业朝着市场化和专业化方向迈进。 在政策的引导下和市场发展下，中国商业遥感卫星行业已逐渐形成了完整的产业链。 商业遥感卫星产业链主要分为三个关键环节。上游主要包括商业遥感卫星制造、发射及地面设备制造商，他 们是整个产业链的基石，承担着卫星硬件设施的生产与搭建任务。中游为商业遥感卫星运营商，主要负责提 供卫星遥感数据服务、相关技术服务，以及开发出售基于卫星遥感数据的软件，是连接上下游的关键纽带。 下游则是应用领域，其范围极为广泛，涵盖了气象观测、国土测绘、海洋观测、灾害监测、环境监测等诸多 领域，为各行业提供了重要的数据支持与 ...