Core Insights - The upcoming National Day and Mid-Autumn Festival holiday is expected to see record-breaking travel and consumption levels in China, with over 2.19 billion railway passengers and 19.2 million air travelers anticipated, marking a significant increase from last year [1][2] - The total cross-regional movement of people during the 8-day holiday is projected to reach 2.36 billion, averaging about 295 million daily, which is a 3.2% increase compared to the previous year [2] - The holiday is viewed as a "super golden week" that will stimulate domestic demand and unleash consumer potential, with various cultural and tourism activities planned nationwide [2][7] Transportation and Travel - The peak travel day is expected to be October 1, with a single-day passenger flow potentially exceeding 340 million [1] - Major cities like Beijing and Shanghai are implementing measures to enhance transportation capacity and extend service hours to accommodate the expected surge in travelers [2] - Online travel platforms report that many cities are seeing tourism bookings increase by over 50% year-on-year, indicating a strong recovery in the travel sector [3] International Travel Trends - The average daily inbound and outbound travelers are predicted to surpass 2 million during the holiday, driven by strong cross-border travel demand and the expansion of visa-free policies [4] - Popular destinations for outbound travel include Japan, Thailand, and Southeast Asian countries, with a notable increase in interest for self-driving tours in countries along the Belt and Road Initiative [5][6] - The influx of foreign tourists to China is also on the rise, with a 52.1% year-on-year increase in visa-free entries from January to August [6] Economic Impact - The holiday period is seen as a critical test for consumer confidence, with expectations for significant spending across various sectors, including tourism, dining, and entertainment [7] - The contribution of domestic consumption to GDP growth has been substantial, with a focus on service consumption, particularly in cultural and tourism sectors [7] - The government and businesses are optimistic that the holiday will provide a timely boost to the economy, with various initiatives aimed at enhancing consumer experiences and spending [7]

截至目前，我省共有16名大国工匠、682名省级工匠。今年我省新晋的11名大国工匠，来自装备制造、 交通运输、冶炼、电力、纺织等不同行业，都是所在领域的顶尖技术技能人才。他们是国网江苏省电力 公司无锡供电分公司电缆运检中心主任、党支部副书记何光华，常州公路运输集团有限公司乔森创新工 作室负责人乔森，江苏大明工业科技集团有限公司大明精工部长助理杜华军，黑牡丹（600510）(集团) 股份有限公司技术总监邓建军，启东中远海运海洋工程有限公司海工与新能源研发中心电装设计室主任 黄剑，上汽集团（600104）南京依维柯汽车有限公司制造中心装备动力部机电维修工雍宁，苏州宝联重 工有限公司技术部部长雷雨田，中车戚墅堰机车车辆工艺研究所股份有限公司研究院金属材料技术研发 中心铸造工张剑云，中国印钞造币集团有限公司南京造币有限公司集团公司首席专家马立项，徐工集团 工程机械股份有限公司科技分公司调试工刘文生，江苏鑫亿鼎石英科技股份有限公司技术总监谢大春。 多年坚守一线岗位，大国工匠们以精湛技艺突破技术壁垒、以坚守创新赋能产业升级，为江苏高质量发 展注入强劲动力。 本报讯(记者倪敏)记者9月28日从省总工会获悉，在刚刚结束的第三届 ...

大家好，下周只有两个交易日，然后就开启国庆和中秋长假了，我们简单关注一下周末的大消息，以及 看看券商分析师们的最新研判。 周末大事多 央行：下阶段建议加强货币政策调控，提高前瞻性、针对性、有效性 中国人民银行货币政策委员会召开2025年第三季度例会。会议研究了下阶段货币政策主要思路，建议加 强货币政策调控，提高前瞻性、针对性、有效性。会议指出，用好证券、基金、保险公司互换便利和股 票回购增持再贷款，探索常态化的制度安排，维护资本市场稳定。 国务院国资委召开国有企业经济运行座谈会聚焦稳电价、稳煤价、防止"内卷式"恶性竞争等听取意见建 议 国务院国资委主任张玉卓9月25日主持召开部分国有企业经济运行座谈会，了解企业经济运行情况、面 临的困难挑战，聚焦稳电价、稳煤价、防止"内卷式"恶性竞争等，听取企业意见建议，进一步研究夯实 企业高质量发展基础的政策举措。张玉卓强调，要着力优化投资结构，聚焦产业链强基补短、基础设施 建设、能源资源保障等重点领域，做好项目对接和要素支撑，聚焦数字化绿色化升级和本质安全提升， 加快推进设备更新改造，持续加强投向管控，动态优化投资布局，以高质量投资引领高价值增长。要带 头坚决抵制"内卷式 ...

【导读】周末大消息多！国庆节前最后两个交易日，持股还是持币？最新研判 中国基金报记者 泰勒 大家好，下周只有两个交易日，然后就开启国庆和中秋长假了，我们简单关注一下周末的大 消息，以及看看券商分析师们的最新研判。 周末大事多 央行：下阶段建议加强货币政策调控，提高前瞻性、针对性、有效性 中国人民银行货币政策委员会召开2025年第三季度例会。会议研究了下阶段货币政策主要思 路，建议加强货币政策调控，提高前瞻性、针对性、有效性。会议指出，用好证券、基金、 保险公司互换便利和股票回购增持再贷款，探索常态化的制度安排，维护资本市场稳定。 国务院国资委召开国有企业经济运行座谈会 聚焦稳电价、稳煤价、防止"内卷式"恶性竞争等 听取意见建议 国务院国资委主任张玉卓9月25日主持召开部分国有企业经济运行座谈会，了解企业经济运行 情况、面临的困难挑战，聚焦稳电价、稳煤价、防止"内卷式"恶性竞争等，听取企业意见建 议，进一步研究夯实企业高质量发展基础的政策举措。张玉卓强调，要着力优化投资结构， 聚焦产业链强基补短、基础设施建设、能源资源保障等重点领域，做好项目对接和要素支 撑，聚焦数字化绿色化升级和本质安全提升，加快推进设备更新 ...

01、维护资本市场稳定！央行，重磅部署 央行货币政策委员会2025年第三季度（总第110次）例会于9月23日召开。其中会议研究了下阶段货币政策主要思路，建议加 强货币政策调控，提高前瞻性、针对性、有效性，根据国内外经济金融形势和金融市场运行情况，把握好政策实施的力度和 节奏，抓好各项货币政策措施执行，充分释放政策效应。保持流动性充裕，引导金融机构加大货币信贷投放力度，使社会融 资规模、货币供应量增长同经济增长、价格总水平预期目标相匹配。强化央行政策利率引导，完善市场化利率形成传导机 制，发挥市场利率定价自律机制作用，加强利率政策执行和监督。推动社会综合融资成本下降。从宏观审慎的角度观察、评 估债市运行情况，关注长期收益率的变化。畅通货币政策传导机制，提高资金使用效率，防范资金空转。增强外汇市场韧 性，稳定市场预期，防范汇率超调风险，保持人民币汇率在合理均衡水平上的基本稳定。 会议指出，要引导大型银行发挥金融服务实体经济主力军作用，推动中小银行聚焦主责主业，增强银行资本实力，共同维护 金融市场的稳定发展。有效落实好各类结构性货币政策工具，扎实做好金融"五篇大文章"，加力支持科技创新、提振消费、 小微企业、稳定外 ...

Group 1: Metal Sector - Zijin Mining's net profit forecast for 2025 is 475 million CNY, with a PE ratio of 15.46[12] - Luoyang Molybdenum's net profit forecast for 2025 is 168.65 million CNY, with a PE ratio of 17.35[12] - The copper production of Zijin Mining is expected to increase by 7% to 115,000 tons in 2025[20] Group 2: Chemical Sector - Wanhua Chemical's net profit forecast for 2025 is 141.75 million CNY, with a PE ratio of 0.00[12] - Longbai Group's net profit forecast for 2025 is 23.01 million CNY, with a PE ratio of 19.75[12] - The MDI market is expected to improve as supply and demand conditions stabilize[48] Group 3: Transportation Sector - China Merchants Highway's net profit forecast for 2025 is 55.01 million CNY, with a PE ratio of 12.10[12] - Haitong Development's net profit forecast for 2025 is 4.43 million CNY, with a PE ratio of 18.87[12] Group 4: Construction Sector - Sichuan Road and Bridge's net profit forecast for 2025 is 82.86 million CNY, with a PE ratio of 8.79[12] - Honglu Steel Structure's net profit forecast for 2025 is 7.96 million CNY, with a PE ratio of 15.35[12]

Core Insights - National fixed asset investment (excluding rural households) reached 32.6111 trillion yuan from January to August 2025, showing a year-on-year growth of 0.5% on a comparable basis [1] - Private fixed asset investment experienced a year-on-year decline of 2.3% [1] Investment by Industry - Investment in the primary industry totaled 646.1 billion yuan, with a year-on-year increase of 5.5% [3] - Investment in the secondary industry reached 11.8246 trillion yuan, growing by 7.6% [3] - Investment in the tertiary industry was 20.1404 trillion yuan, reflecting a decline of 3.4% [3] - Within the secondary industry, industrial investment grew by 7.7%, with mining investment up by 3.0%, manufacturing investment up by 5.1%, and investment in electricity, heat, gas, and water production and supply up by 18.8% [3] - In the tertiary industry, infrastructure investment (excluding electricity, heat, gas, and water production and supply) increased by 2.0%, with water transport investment up by 15.9%, water conservancy management investment up by 7.4%, and railway transport investment up by 4.5% [3] Investment by Region - Eastern region investment declined by 3.5% year-on-year, while the central region saw a growth of 2.5%, the western region grew by 2.3%, and the northeastern region experienced a decline of 6.0% [3] Investment by Registration Type - Domestic enterprises' fixed asset investment grew by 0.5%, while investment from Hong Kong, Macau, and Taiwan enterprises increased by 2.3%. In contrast, foreign enterprises' fixed asset investment fell by 15.4% [4]

Core Viewpoint - The joint implementation opinion by seven departments aims to promote the large-scale innovative application of artificial intelligence in the transportation sector through the establishment of a comprehensive transportation model and 16 specific tasks [1] Group 1: Goals and Objectives - The overall goal of the "Artificial Intelligence + Transportation" initiative is to achieve widespread application of AI in typical scenarios of the transportation industry by 2027, with the deployment of a comprehensive transportation model system and the establishment of several landmark innovative projects [3] - By 2030, the initiative aims for deep integration of AI into the transportation sector, with a fully advanced intelligent comprehensive transportation network and self-controlled key core technologies, positioning the overall level among the world's leaders [3] Group 2: Key Technology Development - The opinion emphasizes the need for application technology breakthroughs, accelerating innovation in smart products, and enhancing the research and application of new technologies and equipment, including the construction of a comprehensive transportation model [5] Group 3: Focus Areas - The initiative targets seven key areas, including the promotion of combined auxiliary driving demonstrations, development of intelligent railway equipment and systems, upgrading port intelligence and smart shipping, creating smart civil aviation, enhancing postal and express delivery intelligent facilities, building intelligent maintenance systems for transportation infrastructure, and advancing digitalization in intermodal transport and smart logistics [7] - Additionally, the opinion outlines the construction of a multimodal and multi-scenario transportation big data resource system, along with a unified transportation data transmission network that integrates land, air, and cloud, providing a high-speed, reliable, and secure support system for AI applications [7]

今天（28日），国务院新闻办公室举行新闻发布会，交通运输部相关负责人介绍中秋国庆假期交通运输 服务保障有关情况。 今年中秋国庆假期共有8天，公众出行将主要以外出旅游、返乡探亲为主，预计全社会跨区域人员流动 量将达23.6亿人次，日均约2.95亿人次，比去年同期日均（2.86亿人次）增长约3.2%，并将呈现以下几 个特点： 中长距离出行将显著增加。"长假效应"推动中长途出行需求快速释放，京津冀、长三角、粤港澳大湾 区、成渝等重点城市群进出城高速公路、热门景区国省道车流量大，易引发交通事故，加剧公路拥堵。 出行过程中，一定要谨慎驾驶。 国内国际旅游出行势头强劲。假期期间，家庭游、亲子游等出游需求将更加强劲，预计广州、成都、北 京、上海、西安、杭州、南京、重庆等都市圈旅游热度有望突破去年高位。出境游方面，预计赴俄、 日、韩和东南亚等国家的旅游人数将会大幅增加。外出游玩时，请注意安全。 此外，中秋国庆假期期间交通物流运行预计总体平稳，日均货车流量约550万—580万辆，与2024年国庆 （555万辆）基本持平，较平日货车流量（日均约810万辆）下降28%～32%。能源、粮食、矿石、民生 等重点物资运输需求稳定，铁路、 ...

《实施意见》还提出了建立交通运输人工智能协调发展机制、加大应用场景开放力度、加强网络和数据 安全合规管理、完善伦理审查规则和工作机制、建立健全网络和数据安全保护体系、深化对外交流合作 等保障措施。 延伸阅读： 八大能源领域"人工智能+"应用场景明确 两部门促进北斗与人工智能等领域深度融合 国务院发布实施"人工智能+"行动意见 一是加大关键技术供给。提出了开展应用技术攻关、加快智能产品创新、建设综合交通运输大模型等3 项重点任务，聚焦行业发展的共性需求与前沿方向，构建覆盖全产业链的人工智能产品体系，全面提升 交通运输系统的智能化水平，筑牢人工智能应用根基。 原标题："七部门：加快推动人工智能在交通运输领域规模化创新应用" 二是加速创新场景赋能。充分发挥行业应用场景丰富的优势，从组合辅助驾驶、智能铁路、智慧航运、 智慧民航、智慧邮政、智能建养、联程联运与智慧物流等领域部署7项重点任务，以场景创新为牵引， 以试点示范为抓手，打造一批可复制、可推广的典型应用案例，形成以点带面、整体提升的发展格局， 拓展人工智能应用广度。 中新网9月26日电据交通运输部网站消息，交通运输部等七部门26日公布《关于"人工智能+交通运输" ...