●厄瓜多尔白虾运输有了新通道：从钦州港上岸，走西部陆海新通道钦州至成都冷链班列入川，比 传统方式节约成本约30% ●《四川省有效降低全社会物流成本实施方案》提到，建设全省准公益性的多式联运数智化平台。 这个平台就是帮助白虾换线的四川省多式联运数智平台 今年4月，两个集装箱约50吨的白虾从广西钦州港上岸，换箱之后，乘坐西部陆海新通道钦州至成 都冷链班列进入四川，在成都分销后进入市场，最终走上消费者餐桌。 换线之后，成本是如何降低的？四川港投旗下的四川港航物流有限公司是此次白虾的承运人，公司 经理邓奔给记者算了一笔账。 近期，四川省多式联运数智平台帮助来自厄瓜多尔的白虾打开了新通道，从钦州港上岸，走西部陆 海新通道钦州至成都冷链班列入川，比传统方式节约成本约30%。 【政策要点】 平台可以发挥怎样的作用？数智化未来又将如何推动物流降成本？透过白虾入川的案例，记者一探 究竟。 省政府办公厅日前印发的《四川省有效降低全社会物流成本实施方案》，明确提出推动物流数智化 发展。制定"三网"融合发展规划，建设全省智慧物流公共服务平台，建设全省准公益性的多式联运数智 化平台，制定完善物流公共数据共享开放清单，支持成都开展国家物 ...

Core Insights - The AH premium index has been declining since 2025, driven by changes in mainland policies and a low interest rate environment, leading to a revaluation of H-shares by southbound funds [1][3] - The influx of southbound capital has significantly improved market liquidity and shifted market sentiment towards H-shares, indicating a reassessment of their value [3][4] Group 1: AH Premium Index Dynamics - The AH premium index has consistently moved below the average since the "9.24" market rally in 2024, primarily due to a record influx of southbound funds into the Hong Kong stock market [3] - As of July 4, 2025, the combined holdings of southbound and mainland capital in the H-share index approached 50%, with a significant focus on dividend-paying sectors, particularly banks [3][4] - The preference of insurance funds for dividend stocks is a key driver behind the ongoing contraction of the AH premium [4] Group 2: Quality Assets and Market Structure - The AH premium index experienced a notable drop in March 2025, influenced by the inclusion of quality A-share companies like Midea Group and SF Express, which have lower discounts in H-shares [4][5] - From early 2025 to July 9, 2025, there have been 10 A-to-H listings, with companies like CATL and Heng Rui Medicine seeing H-share prices exceed their A-share counterparts, further compressing the AH premium [5] - The Hong Kong market is characterized by a dual structure dominated by large financial and tech-consumer sectors, with unique overseas assets that attract mainland capital [6] Group 3: Investment Opportunities - The improvement in market liquidity and the ongoing trend of A-share companies listing in Hong Kong are expected to enhance market structure and reduce valuation discounts [6] - Companies in sectors such as AI software, innovative pharmaceuticals, non-bank financials, and banks are recommended for investment due to their potential in the context of improved liquidity and value reassessment [6]

近日，河南省首条无人机邮路在安阳市太行山区正式实现常态化运营，为山区居民带来极大便利，也为解决偏远地区物流"最初一公里"和"最后一公里"难题 提供了新思路。 在安阳市林州市石板岩镇，一架架无人机有序起降，执行着邮件和货物的运输任务。这些无人机从石板岩镇邮政支局出发，飞往周边海拔较高、交通不便的 村庄。 总台记者 李恩浩：这里是海拔1100多米的上坪村，这批快递是刚刚从石板岩镇的分发点运输上来的，以往村民往返石板岩镇，步行的话需要耗费整整4个小 时，如今无人机邮路开通之后，仅需要7分钟，山下的快递就可以运送到村里来，可以说效率是大大地提升。 河南安阳林州市石板岩镇地处太行山深处，17个行政村分散于群山之中，传统陆运需要绕行盘山公路，费时费力。此次开通的11条无人机邮路，每天1至2班 定点飞行，覆盖林州市上坪村、贤麻沟等11个行政村，4000多名村民告别了"物流上山难"的历史。 无人机山区邮路费用持平 操作便捷 那么，村民使用无人机邮寄物品操作是否便利？需要支付多少邮费呢？ 在使用费用方面，当地村民告诉记者，目前通过无人机邮寄物品，费用与传统邮政快递方式持平，普通小件包裹，首重8元左右，续重每公斤4元左右。 此外 ...

Core Viewpoint - The article discusses the impact of the US's proposed 36% "reciprocal tariffs" on Thailand's economy, which has a high external dependency of around 120%. It emphasizes the need for China and Thailand to strengthen practical cooperation to mitigate the effects of the US tariff war, particularly in emerging sectors like digital economy and artificial intelligence [1]. Group 1: Economic Cooperation - China has been Thailand's largest source of investment for five consecutive years and the largest trading partner for twelve years, highlighting the deepening economic ties between the two nations [1]. - The two countries are committed to enhancing strategic cooperation, having elevated their relationship to a comprehensive strategic partnership in 2012 and signed a "Belt and Road" cooperation memorandum in 2017 [2]. - The joint efforts in infrastructure development, particularly in transportation, are crucial for enhancing trade and economic integration between China and ASEAN, with projects like the China-Laos Railway and the ongoing construction of the China-Thailand Railway [3]. Group 2: Industry Development - Thailand's "Thailand 4.0" strategy aims to develop ten key industries, including automotive manufacturing, smart electronics, and digital economy, positioning itself as a significant player in the global market [4]. - The collaboration in emerging industries such as semiconductors, electric vehicles, and high-end electronics is expected to enhance supply chain connectivity between China and Thailand [2]. Group 3: Technological and Educational Collaboration - The article highlights the importance of aligning standards and regulations in emerging fields like artificial intelligence and digital economy to foster cooperation between China and Thailand [5]. - There is a strong emphasis on educational cooperation, with both countries aiming to develop a skilled workforce to support the growth of new productive forces, particularly in technology and vocational education [6].

7月15日14时，从俄罗斯莫斯科飞来的Y87423次货运航班降落在沈阳桃仙国际机场。货机抵达、查 验货舱、人证对照……沈阳出入境边防检查站移民管理警察仅用15分钟便完成了该机组从入境到出境的 边检手续。 近年来，国际物流需求井喷式增长，辽沈地区跨境电商产业发展势头强劲，从24小时全天不断航班 到往来如织的巨轮，口岸的蓬勃景象是辽宁高水平对外开放的鲜活注脚。今年2月26日，载运着30万吨 原油的"瑞春"轮计划从大连港离泊。潮汐将近，"瑞春"轮如果不能在规定时间内离港，就要面临大量停 泊费、滞期费、船舶租金等非生产性支出费用。大连边检机关迅速启动"潮前办"通关模式，在潮汐到来 前，完成了该轮的出境边防检查任务，仅滞期费就节省了25万元。 "潮前办"是针对国际大型船舶推出的高效通关模式。传统模式下，一旦错过潮汐窗口，船舶不仅要 承担长达12小时的额外停泊费用，更会引发码头作业挤港压船问题。"潮前办"模式通过前置警力、优化 流程、拓展服务系列举措，实现船舶作业、人员离轮、手续办理、巡查监护等环节无缝衔接，船舶可乘 潮"零延时"驶离，锚地候检船舶可适时同潮靠港，从而最大限度压缩船舶在港停泊时间，提高泊位周转 效能。该模 ...

7月16日至17日，国务院国资委举办中央企业负责人研讨班，总结上半年工作，明确下半年重点任务。 1至6月，中央企业实现增加值5.2万亿元，利润总额1.4万亿元，完成固定资产投资2万亿元，在稳经济中 勇挑大梁；研发经费投入4139.8亿元，研发投入强度达2.26%，与去年同期基本持平；发售电量、原油 产量、航空运输周转量、集装箱吞吐量同比均稳步提升。 会议要求，下半年，国资央企要锚定全年目标持续发力，把发展新质生产力摆在更加突出的战略位置， 高质量完成深化提升行动。 上半年国资央企经济运行总体平稳 今年以来，外部环境更趋复杂严峻，我国经济保持了稳中有进的运行态势。 数据显示，1至6月，中央企业实现增加值5.2万亿元；年化全员劳动生产率为81.6万元/人，同比增长 2.3%；研发经费投入为4139.8亿元；完成固定资产投资2万亿元，完成战略性新兴产业投资保持在较高 水平。相关指标也体现了稳中有进的特征。 会议指出，下半年，国资央企既要正视困难压力，也要保持战略定力，聚焦抓好稳健经营、优化投资结 构、保障国家安全、促进协同发展等四方面工作发力，以央企高质量发展助推经济持续向好。 把发展新质生产力摆在更加突出战略位置 ...

Group 1 - The core viewpoint of the news highlights that Zhen Investment has conducted research on a listed company, Lanjian Intelligent, which is experiencing significant growth in overseas markets and has a diverse order base across various industries [1] - Lanjian Intelligent reported a substantial increase in overseas project implementation, with a total project amount reaching 240 million yuan, representing a 281% growth compared to the previous year [1] - The company has established a comprehensive accounts receivable tracking system to address concerns regarding high accounts receivable, implementing a cross-departmental management mechanism to enhance collection efforts [1] Group 2 - Zhen Investment, established in July 2014, has launched over 40 private fund products and has a management scale exceeding 2 billion yuan, with a cumulative management scale surpassing 5 billion yuan [2] - The firm specializes in fixed income investment and aims to provide clients with stable and high-quality wealth management services through its professional investment management capabilities [2]

Group 1 - The provincial government is focusing on stabilizing industrial production and energy supply, with an emphasis on monitoring key regions, industries, and enterprises to ensure project management and early commencement of key projects [2] - There is a strong push to stabilize the service sector, particularly in transportation, logistics, tourism, commerce, and finance, with policies aimed at enhancing the quality and diversity of services [2] - The government aims to boost consumption and investment by implementing policies such as trade-in programs for consumer goods, optimizing investment structures, and enhancing project planning and construction [2] Group 2 - The meeting highlighted the importance of supporting small and micro enterprises to improve their quality and scale, recognizing their role in the industrial economy [2] - There is a commitment to ensuring food security and stabilizing grain production, alongside measures for electricity supply and disaster prevention during peak summer [2] - The government is focused on creating a safe and stable social environment to facilitate high-quality development, including actions to resolve conflicts and enhance safety production measures [2]

Group 1 - Fonterra's Greater China region is undergoing a restructuring, merging its consumer brand team with its food service team to optimize operations and enhance synergies [1] - In the Chinese market, Fonterra's food service business significantly outperforms its consumer brand business, with food service revenue of NZD 2.377 billion (approximately RMB 10.133 billion) in FY2024, compared to consumer products revenue of NZD 394 million (approximately RMB 1.68 billion) [1] - The food service business is considered Fonterra's profit driver, generating a tax profit of NZD 299 million (approximately RMB 1.275 billion) in FY2024, while the consumer products segment reported a tax loss of NZD 15 million (approximately RMB 63.945 million) [1] Group 2 - Fonterra is facing intense competitive pressure, particularly from domestic brands like Miaokelando, which reported a 14% year-on-year revenue growth in its food service series, reaching RMB 1.31 billion in 2024 [2][3] - The ongoing price war in the food service sector is exerting downward pressure on prices, affecting Fonterra's profit margins in its food service business, which has already seen a decline in gross margin [4] - The adjustments being made by Fonterra may be just the beginning in response to market changes and competitive dynamics [5]

盛夏时节，河南"大市场"里动能澎湃：伴随中欧班列（郑州）的汽笛长鸣，新能源汽车、机械设备 等"河南制造"走向世界；洛阳现代农机装备集群里，上下游企业协同创新，产业生态圈加速成型…… "建设全国统一大市场是构建新发展格局、推动高质量发展的需要。"近日，习近平总书记主持召开中央 财经委员会第六次会议时强调的"五统一、一开放"，为纵深推进全国统一大市场建设指明方向。从今年 2月6日的"新春第一会"，到7月17日召开的河南融入服务全国统一大市场建设工作推进会，半年间，两 场高规格会议、一条不变的主题，这不仅是落实国家重大决策部署的政治责任，更是重塑河南发展优势 的重大机遇。 此次会议对建设全国统一大市场循环枢纽、国内国际市场双循环支点作了重点部署，体现了河南在融入 服务全国统一大市场建设中，开始向纵深推进。 为何要建 "枢纽"和"支点"带来大发展 作为国家的大腹地、大枢纽、大市场，河南天然具备在全国统一大市场建设中成为枢纽的良好条件和综 合优势。交通运输的枢纽、物流集散的枢纽、市场交易的枢纽、商品流通的枢纽、要素配置的枢纽、产 业链接的枢纽……抢抓机遇，建好一个个"枢纽"，让河南成为全国重要的人流、物流、商流、资金流 ...