Core Viewpoint - The central government has prioritized the development of the central region of China, which consists of six provinces, emphasizing its strategic importance in national economic growth and modernization efforts [1][2]. Group 1: Economic Growth and Development - Since the implementation of the strategy to promote the rise of the central region in 2004, the economies of the six provinces (Shanxi, Anhui, Jiangxi, Henan, Hubei, Hunan) have experienced sustained rapid growth, solidifying their roles as key contributors to national economic development [2][3]. - The GDP of the central six provinces is projected to grow from less than 15 trillion yuan in 2015 to approximately 28 trillion yuan by 2024, with a compound annual growth rate of 7.5%, outpacing the Beijing-Tianjin-Hebei region and the Guangdong-Hong Kong-Macau Greater Bay Area [6]. Group 2: Industrial Structure and Modernization - The central region is focusing on building a modern industrial system, with an emphasis on advanced manufacturing and high-tech industries, while also optimizing its industrial structure [3][8]. - The region has established several advanced manufacturing clusters, including rail transit equipment in Zhuzhou, engineering machinery in Changsha, and optoelectronic information in Wuhan, showcasing its competitive edge in various sectors [8][9]. Group 3: Innovation and Technology - The central region aims to enhance its R&D investment to reach the national average by 2025, targeting a ratio of R&D expenditure to GDP of approximately 2.5% [4]. - Cities like Hefei and Wuhan are leveraging their educational and research institutions to foster innovation, particularly in emerging industries such as quantum computing and laser technology [9]. Group 4: Urbanization and Population Dynamics - The urbanization rate in the central six provinces is increasing at a pace faster than the national average, with projections indicating that by 2024, the urbanization rate in Henan will be 59.2% and the other five provinces will exceed 60% [6][7]. - The demographic structure is favorable, with a lower proportion of the population aged 65 and above compared to the national average, indicating a robust labor supply and long-term consumption potential [7]. Group 5: Agricultural and Energy Security - The central region plays a crucial role in ensuring national food security, contributing 28.92% of the total grain production in China in 2024, with a total output of 204.318 million tons [10]. - Shanxi, as a major coal-producing province, is also pivotal in energy security, with a coal output of 1.269 billion tons in 2024, accounting for 26.7% of the national total [10]. Group 6: Policy Support and Future Directions - The implementation of policies aimed at promoting the rise of the central region is expected to provide strong support for future development, with a focus on high-quality growth and sustainable development [7][12]. - The central provinces are encouraged to enhance their advanced manufacturing capabilities, innovate in production processes, and support the transformation of traditional industries through new technologies and business models [11][12].

Group 1 - The company has completed the industrial and commercial change registration and obtained a new business license on July 3, 2025 [2] - The company held its 28th meeting of the second board of directors on June 16, 2025, and the second extraordinary general meeting of shareholders on July 2, 2025, to approve the proposal for changing registered capital and amending the articles of association [1] - The company is authorized by the shareholders' meeting to handle industrial and commercial registration and articles of association filing [1] Group 2 - The updated business registration information includes operations in the transportation of ships and bulk liquid hazardous goods, as well as various general projects such as domestic cargo transportation agency and international ship management [2] - The company is allowed to independently conduct business activities as per the business license, except for projects that require approval from relevant authorities [2]

智通财经APP获悉，在美国股市，价值投资策略长期备受冷落，上一季度也不例外——当大盘展开凌厉 反弹时，那些遭抛售股票组成的指数却远远落后。然而这却成就了专注挖掘低估企业的选股者高光时 刻。Jefferies汇编的数据显示，约63%投资低价大盘股的主动型基金经理在二季度跑赢基准，创下自 2020年疫情深渊时期以来的最佳战绩。 当市场目光聚焦于引领4月低谷反弹的超级巨头时，独具慧眼的资金管理人却在价值洼地发现了丰厚机 遇。据Jefferies统计，价值型基金大举进驻工业股(该板块上季11%的涨幅与标普500指数持平)，同时避 开了公用事业、消费品和房地产等债券替代品——这些正是罗素1000价值指数中表现最差的板块。 尽管绝对值上价值股仍逊于成长股，但价值型选股者相对基准的优异表现，与成长型基金的黯淡形成鲜 明对比。Jefferies的数据显示，上季度大盘价值型基金跑赢基准1.7个百分点，而同期成长型基金落后0.3 个百分点。 "股神"巴菲特推崇的"捡烟蒂"投资哲学在高增长、高风险科技与人工智能浪潮中一度失色，如今正重现 生机。过去一周，价值因子在彭博社追踪的12种风格因子中独占鳌头。 标普500工业指数(涵盖制造 ...

以下文章来源于金十数据 ，作者金十数据 金十数据 . 金十数据官方服务号。汇聚金融投资行业的各类数据和资讯，数据资讯快、准、全。 来源 | 金十财经 北京时间周四晚8点30分，美国劳工统计局将公布6月非农就业报告， 经济学家预计6月份非农就 业人数将增加11万，较上个月的13.9万有所放缓，失业率将从4.2%小幅升至4.3%，同比时薪增速 将维持在3.9%不变，环比增速将从5月的0.4%放缓至0.3%。 摩根士丹利首席美国经济学家Michael Gapen在给客户的一份报告中写道，"我们认为劳动力需求 正在放缓，但到目前为止， 放缓的幅度是温和的。 " 若非农数据符合预期，这将使美联储保持在9月降息的轨道上，这也符合投资者目前通过期货市 场的预期。然而， 任何更快恶化的迹象，都将增加市场对美联储在即将到来的7月29-30日政策会 议上提前行动的押注。 牛津经济研究院的首席美国经济学家Nancy Vanden Houten在一份报告中说，"6月份疲软的就业 市场是未来趋势的一个信号，我们预计，由于关税和高度的政策不确定性，今年剩余时间的就业 增长趋势将会减弱。" 另一方面， 特朗普政府停止移民和加强驱逐出境的努 ...

Group 1 - The U.S. job growth is expected to slow down, with a forecast of an increase of 106,000 jobs in June, the lowest in four months, and an unemployment rate projected to rise to 4.3% [1] - The increase in unemployment claims and a significant rise in layoff notices indicate a weakening job market, with the number of continuing unemployment claims reaching 1.974 million, the highest since November 2021 [3] - The labor force participation rate has decreased to 62.4%, suggesting that the unemployment rate may remain stable if this trend continues [4] Group 2 - Various industries, including leisure and hospitality, healthcare, construction, manufacturing, and trade and transportation, are expected to show significant changes in employment numbers, with a consensus on a slowdown in hiring [5] - The leisure and hospitality sector had a strong performance in May, but economists predict a potential reversal in June due to reduced consumer spending on travel and related services [5] - There is a risk of downward revisions in hiring data for April and May, particularly in small businesses, which may affect the overall employment numbers reported for June [5]

Group 1 - The central government is promoting high-quality development of the marine economy, emphasizing top-level design and increased policy support to encourage social capital participation [1][5] - A surge in marine economy concept stocks was observed on July 2, with several stocks hitting the daily limit, including Deepwater Haina and Guolian Aquatic Products [1] - The marine economy encompasses various sectors such as marine fisheries, transportation, shipbuilding, salt industry, oil and gas, and coastal tourism [5] Group 2 - Multiple local governments have introduced policies to boost marine economic development, including Guangdong's new regulations and Shanghai's development plan for 2025-2035 [6] - Hainan has proposed a strategy to create a "Sea Hainan," focusing on innovation platforms in key areas and enhancing traditional industries like marine fisheries and tourism [6] - The marine production value in China is projected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the national GDP, with a 5.7% year-on-year growth in the first quarter [7] Group 3 - Companies like Yaxing Anchor Chain are expanding their product offerings to include advanced mooring chains for offshore wind power and mining projects [7] - CIMC Raffles is recognized as a leading contractor for high-end marine engineering equipment, with orders for deep-sea oil and gas equipment scheduled until 2027 [7] - The current marine economy policies are characterized by a trend towards high-end, intelligent, and green development, aiming to enhance technological innovation and regional collaboration [8]

海洋经济领域再迎重磅利好！ 【导读】利好政策密集出台，海洋经济概念股狂掀涨停潮 中国基金报记者 牛思若 7月1日，中央财经委员会第六次会议指出，推动海洋经济高质量发展，要加强顶层设计，加 大政策支持力度，鼓励引导社会资本积极参与发展海洋经济。 政策东风催热板块行情。7月2日，A股开盘后，海洋经济概念股狂掀涨停潮，深水海纳、国联 水产强势斩获20cm涨停，獐子岛、亚星锚链、冰山冷热、神开股份等多只个股涨停。 利好政策密集出台 根据《2024年中国海洋经济统计公报》，2024年全国海洋生产总值首次突破10万亿元，占 2024年国内生产总值的7.8%。2025年以来，海洋经济呈现向新向好发展态势，一季度海洋 生产总值达2.5万亿元，同比增长5.7%。 上市公司层面，亚星锚链相关工作人员告诉记者："公司主营锚链、海洋石油平台系泊链。除 海上石油钻井平台外，未来可能为风力发电、海上采矿等海洋工程项目提供更先进的系泊链 产品。目前，公司已拿到国内的漂浮式风电示范性项目。" 中集集团此前表示，其旗下中集来福士是中国高端海洋工程装备领先总包建造商，也是国内 唯二获巴西国油FPSO总包资质的企业，中集来福士旗下"蓝鲸1号/2号 ...

来源：金融界 序号股东名称持股比例1乐多可国际物流（重庆）有限公司100% 经营范围含从事国际集装箱船、普通货船运输；港口货物装卸搬运活动；国内货物运输代理；国内船舶 代理；运输货物打包服务；国内集装箱货物运输代理；国际货物运输代理；集装箱租赁服务；船舶租 赁；机械设备租赁；国际船舶管理业务；国际船舶代理；船舶修理；船舶拖带服务；信息技术咨询服 务；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；航空运输货物打包服务；租赁 服务（不含许可类租赁服务）。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可 项目：省际普通货船运输、省内船舶运输；水路普通货物运输；国内船舶管理业务；国际班轮运输；道 路货物运输（网络货运）；国际道路货物运输；道路货物运输（不含危险货物）；港口经营。（依法须 经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为 准） 天眼查App显示，近日，上海润璋航运有限公司成立，法定代表人为王飞，注册资本15000万人民币， 由乐多可国际物流（重庆）有限公司全资持股。 企业名称上海润璋航运有限公司法定代表人王飞注册资本15000万人民币 ...

今日摘要 习近平致信祝贺全国青联十四届全委会、全国学联二十八大召开强调，坚定正确政治方向、深化改革创 新，在党的旗帜下奋进新征程、创造新业绩。蔡奇出席开幕会。 党的十八大以来，习近平总书记高度重视青年工作，对广大青年和青年学生提出一系列成长指引。各级 青联和学联组织团结广大青年和青年学生，将习近平总书记的关怀关爱、谆谆教诲转化为投身强国建 设、民族复兴伟业的坚定信念，以实际行动为中国式现代化贡献青春力量。 李强将赴巴西出席金砖国家领导人第十七次会晤，并对埃及进行正式访问。 系列报道【铭记历史缅怀先烈】今天播出：吉林通化传承东北抗联精神，谱写老区振兴发展的新篇章。 今年8000亿元"两重"建设项目清单已全部下达完毕。 俄罗斯方面称，俄防空系统击落乌方多枚"风暴之影"巡航导弹。乌克兰方面称，乌军在波克罗夫斯克等 方向击退俄军进攻。 内容速览 习近平致信祝贺全国青联十四届全委会全国学联二十八大召开强调 坚定正确政治方向深化改革创新 在 党的旗帜下奋进新征程创造新业绩 中华全国青年联合会第十四届委员会全体会议、中华全国学生联合会第二十八次代表大会2日上午在京 开幕。中共中央总书记、国家主席、中央军委主席习近平发来贺信 ...

序号股东名称持股比例1麻利（厦门）投资有限公司100% 天眼查App显示，近日，鲲鹏展翅（深圳）航空科技有限公司成立，法定代表人为陈艳，注册资本1000 万人民币，由麻利（厦门）投资有限公司全资持股。 企业名称鲲鹏展翅（深圳）航空科技有限公司法定代表人陈艳注册资本1000万人民币国标行业交通运 输、仓储和邮政业>航空运输业>航空客货运输地址深圳市南山区粤海街道高新区社区高新南九道59号 北科大厦466企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-7-1至无固定期限登记 机关深圳市市场监督管理局 来源：金融界 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；消防技术服务；信息技 术咨询服务；科普宣传服务；文化场馆管理服务；智能无人飞行器制造；智能无人飞行器销售；智能农 业管理；农业专业及辅助性活动；农业机械服务；农业机械销售；国内贸易代理；工业自动控制系统装 置销售；企业管理；园区管理服务；导航、测绘、气象及海洋专用仪器销售；租赁服务（不含许可类租 赁服务）；民用航空材料销售；航空运输设备销售；航空商务服务；航空运营支持服务；农业科学研究 和试验发展；会议及展览服务； ...