Market Overview - On July 9, the A-share market saw a total of 61 stocks hit the daily limit, with 54 stocks after excluding 7 ST stocks, and a total limit rate of 64.89% [1] Top Performers - The stock with the highest limit order volume was Aowei New Materials, with 1.6361 million hands, followed by Kangmei Pharmaceutical, Sifang New Materials, and Cross-Border Communication with 611,000 hands, 349,200 hands, and 332,200 hands respectively [2] - In terms of limit order funds, 14 stocks had over 100 million yuan in limit orders, with Aowei New Materials, Sifang New Materials, and Jin'an Guoji leading at 1.528 billion yuan, 548 million yuan, and 296 million yuan respectively [3] Sector Highlights Financial Sector - The multi-financial sector led the market with a 2.6% increase in the concept index, with notable stocks including Dazhihui, Yuexiu Capital, and Nanhua Futures [4] - Dazhihui is enhancing its platform services and exploring new service models [4] - Yuexiu Capital's subsidiary is involved in various financial services, contributing to its multi-financial service system [4] - Nanhua Futures has obtained licenses for securities trading and advisory services [4] Earnings Growth - Jinling Mining expects a net profit of 133 million to 169 million yuan for the first half of the year, a year-on-year increase of 66.48% to 111.54% [5] - Yucheng Development anticipates a net profit of 175 million to 225 million yuan, turning a profit compared to the previous year [6] - Huayin Electric expects a net profit of 180 million to 220 million yuan, an increase of 175 million to 215 million yuan year-on-year [7] Robotics Sector - Haosen Intelligent is collaborating with leading robotics companies to develop application technology solutions for the automotive industry [8] - Dafeng Industrial is progressing with a strategic cooperation agreement with Zhiyuan Robotics [9] - Rifa Precision's new CNC thread grinding machine has been completed and is recognized by clients in various industries [9] Institutional Activity - The Shanghai Stock Connect saw net purchases of over 100 million yuan in Huayin Electric [10] - The top net purchases on the Dragon and Tiger list included Cross-Border Communication, Copper Crown Copper Foil, and Dazhihui, with net purchases of 318 million yuan, 200 million yuan, and 197 million yuan respectively [11] - Institutional net purchases were led by Dazhongnan, Dazhihui, and Riji Guangdian, with amounts of 51.82 million yuan, 48.63 million yuan, and 43.61 million yuan respectively [12]

风范股份：中标3.37亿元南方电网项目 约占2024年经审计营业收入的10.45% 智通财经7月9日电，风范股份(601700.SH)公告称，公司中标中国南方电网有限责任公司2025年主网线 路材料第一批框架招标项目，中标金额约3.37亿元，约占公司2024年经审计营业收入的10.45%。 ...

在新时代推进能源革命、加快建设新型电力系统的背景下，国网白银供电公司深入贯彻 落实人才强企战略，创新构建"硬件筑基、制度护航、过程管控、质效评估"四位一体教育培 训体系，为企业高质量发展提供强有力的人才支撑。 筑牢培训根基 打造立体供给 国网白银供电公司聚焦培训资源供给侧改革，实施人才评价基地硬件资源建设专项计 划，形成覆盖全面、功能互补的培训基地网络。 "1"个综合主基地。以该公司人才评价基地为核心，集成理论教学、实操演练、仿真考 核等功能，年均承办各类培训、竞赛、集训项目超200期，成为人才培养的"主阵地"。 "3"大专业支撑。安全警示教育基地通过VR技术还原事故场景，强化员工安全意识；营 销实训基地模拟客户服务流程，提升服务效能；输配电实训基地设置无人机巡检等场地，助 力技能升级。 "N"个拓展节点。各单位结合专业特色建设专项人才培养场所，如变电"双创"基地、劳 模创新工作室、工匠创新工作室等，实现"一专业一基地、一单位一特色"。 "我们以人才评价基地为综合主基地，整合了公司最优质的培训资源。"该公司培训负责 人介绍。在这里，员工不仅能系统学习理论知识，还能通过各类实操设备掌握最新技能。 完善制度体系 ...

Group 1 - The article highlights the upgrade and transformation of the 10 kV Tongping Agricultural II Line in She Shang Village, aimed at enhancing the power supply reliability during the summer peak demand [1][2] - The project involves the installation of 135 new 12-meter high electric poles and a total of 7.299 kilometers of new lines, which will significantly improve the safety and efficiency of the power grid [2] - The upgrade will optimize the path of the power line, making maintenance and fault detection easier, thus ensuring a stable power supply for local residents during the hot summer months [2]

Core Points - Typhoon "Danas" made landfall in Zhejiang and Fujian, prompting State Grid Zhejiang Electric Power to adjust its emergency response level from Level III to Level IV [1] - The typhoon caused significant rainfall in Wenzhou and Taizhou, with all affected users in Zhejiang restored to power by 6 AM on July 9 [1] - State Grid Zhejiang Electric Power implemented preemptive measures to mitigate disaster risks, focusing on geological hazards and urban flooding [1] Group 1 - The company conducted a comprehensive inspection of substations and power distribution lines, with a total of 3,337 personnel and 1,475 vehicle inspections [2] - Over 5 million safety reminder messages for flood and typhoon preparedness were sent, ensuring emergency power supply for over 2,000 key users [2] - The company utilized an AI-based typhoon warning module to enhance predictive accuracy by approximately 30 kilometers compared to traditional methods [2] Group 2 - Following the typhoon's landfall, the company mobilized 158 personnel for immediate repair work to restore power [2]

Group 1 - The Wuhan Meteorological Station issued an orange high-temperature warning on July 8, with temperatures approaching 39°C, prompting the State Grid Wuhan Electric Power Company to mobilize personnel for urgent maintenance work [1][4] - The company is addressing overheating issues in the 110 kV Lixian No. 1 line, which is critical for supplying power to residents and transportation hubs in the Changqing area, emphasizing the importance of timely detection and resolution of potential hazards to ensure the stability of the power grid [1][5] - The company has conducted nearly 13 types of live-line work during the summer peak period, effectively ensuring the safe operation of the city's main network lines and supporting thousands of businesses and millions of citizens during the hot summer months [5] Group 2 - The high temperatures have led to equipment overheating, with specific instances reported, such as a temperature of 102.7°F at a line joint, necessitating immediate action [1][4] - The work involves meticulous safety measures, including the use of double protection systems to prevent falls during high-altitude operations, highlighting the risks associated with high-temperature environments [2][4] - The company has successfully managed 37 similar hazards since the beginning of summer, demonstrating its commitment to maintaining a reliable power supply amidst rising demand [5]

Group 1 - The Xiong'an New Area's 12th green construction demonstration project, the Fuxing 220 kV substation, has been put into operation, serving as an important hub for the 220 kV regional ring network [1] - The substation has a capacity of 360 MVA and will support power supply for the core area of the headquarters in the starting zone, ensuring reliable electricity for enterprises and universities relocating from Beijing [1] - The operation of the Fuxing substation enhances the strength of the main network structure in the starting area and provides a reliable power source for the upcoming 110 kV substations [1] Group 2 - The Fuxing 220 kV substation is designed with the concept of "Reviving the Chinese Dream, Realizing the Future City" and is the first near-zero carbon substation in Xiong'an New Area [1] - The construction involved integrating eight green construction technology solutions, including sponge city concepts and carbon footprint management, to achieve near-zero carbon emissions throughout its lifecycle [1] - The State Grid Xiong'an New Area Power Supply Company is actively involved in the construction process, ensuring high-level acceptance testing of major equipment and auxiliary projects [2] Group 3 - The company aims to accelerate the implementation of the supporting 10 kV outgoing line project for the Fuxing substation, ensuring the establishment of the first batch of double petal network structures by the end of the year [2] - This initiative will provide strong support for the reliable power supply needed for the high-quality development of Xiong'an and the electricity demands of production and daily life [2]

Market Overview - A-shares experienced a rebound with the Shanghai Composite Index returning to the 3500-point mark, closing at 3505.85, up 0.24% [1] - The Shenzhen Component Index rose by 0.26% to 10615.70, while the ChiNext Index increased by 0.31% to 2187.74 [1] - In contrast, Hong Kong's Hang Seng Index fell by 0.59% to 24006.36, and the Hang Seng Tech Index dropped by 0.72% to 5287.73 [2][3] Sector Performance - The robotics sector showed significant activity, with notable gains in stocks such as Jingpin Special Equipment, which rose over 10%, and Zhongdali De, which hit the daily limit [5][6] - Electric power stocks continued their strong performance, with Huayin Power achieving a 9.23% increase, marking its sixth consecutive trading day of gains [7] Bond Market - The bond market displayed mixed results, with the 10-year government bond futures contract rising by 0.01%, while the 2-year contract fell by 0.01% [4] Commodity Market - Domestic commodity futures mostly trended upward, with polysilicon rising nearly 3% and alumina increasing by nearly 2% [9]

Core Viewpoint - The Chinese government emphasizes the importance of supporting overseas Chinese enterprises as they expand internationally, highlighting the resilience and potential of the Chinese economy amidst global challenges [1][2]. Group 1: Government Support and Economic Resilience - The Chinese economy has shown resilience and potential for growth, with the government committed to providing support for overseas enterprises through improved services and policies [1]. - The government aims to enhance various economic and trade cooperation mechanisms, ensuring a better environment for Chinese enterprises abroad [1]. Group 2: International Trade Environment and Opportunities - The current international economic landscape is marked by rising unilateralism and protectionism, presenting both challenges and opportunities for enterprises [2]. - Chinese enterprises are encouraged to strengthen their brands and enhance global competitiveness, particularly in the Latin American market through local market engagement [2]. Group 3: Corporate Responsibility and Compliance - Chinese enterprises are urged to respect local laws and cultural practices while conducting business, emphasizing the importance of corporate social responsibility [2]. - Companies are encouraged to maintain a positive image and strengthen economic ties with Brazil and other Latin American countries for mutual benefit [2].

Core Viewpoint - The transformation of Datong ancient city showcases a blend of historical heritage and modern vitality, driven by advancements in infrastructure and tourism development [1][3][9]. Group 1: Historical Significance - Datong has a rich historical background, having served as the capital for the Northern Wei dynasty and a significant city during the Liao and Jin dynasties, reflecting a deep cultural legacy [1]. - The ancient city is characterized by its historical architecture and cultural landmarks, which are now illuminated and revitalized, creating a dialogue between the past and present [3][4]. Group 2: Modern Developments - The introduction of reliable electricity has transformed the ancient city, enhancing the nighttime experience and attracting tourists from various regions, including South Korea, Japan, and major Chinese cities [4][6]. - The establishment of modern amenities, such as electric cooking equipment in local restaurants, has improved operational efficiency and safety, allowing traditional businesses to thrive [6][7]. Group 3: Infrastructure and Sustainability - The State Grid Datong Power Supply Company has implemented a dual-ring network and upgraded power supply infrastructure, ensuring a reliable electricity supply for both residents and tourist attractions, achieving a supply reliability rate of 99.987% [9]. - The shift towards green electricity has led to significant reductions in coal consumption and carbon emissions, marking Datong's transition from a coal-dependent city to a green, low-carbon ancient city [9].