其中，在基础产品供应方面，中央企业承担了约80%的原油、70%的天然气、60%的电力供应，在能源 保供、粮食保障、物流运输等方面发挥了不可替代的作用；在产业协同带动方面，近年来中央企业平均 每年的采购量超过15万亿元，直接拉动产业链上下游、大中小企业约200万户，间接辐射上下游企业近 700万户；在产业协同带动方面，近年来中央企业平均每年的采购量超过15万亿元，直接拉动产业链上 下游、大中小企业约200万户，间接辐射上下游企业近700万户。 北京商报讯（记者 和岳）9月17日，在国务院新闻办公室举行的"高质量完成'十四五'规划"系列主题新 闻发布会上，国务院国资委副主任袁野表示，中央企业以自身的高质量发展，为经济社会平稳健康运行 提供更好地支撑。 ...

Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the role of central enterprises in supporting stable and healthy economic operations through high-quality development [1] Group 1: Economic Contributions - Central enterprises are responsible for approximately 80% of crude oil, 70% of natural gas, and 60% of electricity supply, highlighting their critical role in energy security and logistics [1] - The average annual procurement amount by central enterprises exceeds 15 trillion yuan, directly stimulating around 2 million upstream and downstream enterprises, and indirectly affecting nearly 7 million enterprises [1] Group 2: Support for SMEs - Central enterprises are creating a favorable environment for the development of upstream, downstream, and small and medium-sized enterprises (SMEs) through project cooperation, timely payments, and rent reductions [1]

本周二稍早公布的数据显示，美国8月零售销售数据增幅高于预期，显示美国消费者支出依然强劲，但这几乎没有改变市场对降息的预期。 Baird私人财富管理投资策略师Ross Mayfield表示："任何具有韧性的经济数据都只会强化联邦公开市场委员会(FOMC)内部鹰派的立场……并可能让美联 储主席鲍威尔在措辞上比市场所希望的更为鹰派。" 投资者同时对其他消息反应平淡，包括美国参议院确认白宫经济顾问斯蒂芬·米兰出任美联储理事，以及上诉法院驳回特朗普要求罢免美联储理事丽莎·库 克的请求。 Principal资产管理公司全球首席策略师Seema Shah认为："尽管劳动力需求正在放缓，但当前的衰退风险依然有限。如果美联储此时降息50个基点，那更像 是出于政治压力，而非经济必要。相较之下，温和的25个基点降息才是更恰当的选择，它既能让美联储领先于经济放缓，又不会对初步的压力迹象反应过 度。" 美国银行最新月度调查显示，随着对关税引发经济衰退的担忧减弱，全球基金经理对股票的看多情绪升至自今年2月以来最高水平。 美东时间本周二，美国三大股指在震荡交投中收低，投资者在美联储公布利率决议前保持谨慎。 目前，投资者普遍预计美联储将在本 ...

美东时间周二，美国三大股指在震荡交投中收低，投资者在美联储公布利率决议前保持谨慎。 目前投资者普遍预计美联储将在周三(北京时间周四凌晨2点)宣布降息25个基点，以对冲美国劳动力市场持续恶化的趋势，这一状况已在近 期多项经济数据中有所体现。 市场关注的焦点在于，美联储对全年利率路径的预测，以及决策者们预计在2025年结束前究竟还会再降息一次，还是两次。 周二稍早公布的数据显示，美国8月零售销售数据增幅高于预期，显示美国消费者支出依然强劲，但这几乎没有改变市场对降息的预期。 美国银行最新月度调查显示，随着对关税引发经济衰退的担忧减弱，全球基金经理对股票的看多情绪升至今年2月以来最高水平。 市场动态 截至收盘，道指跌125.18点，跌幅为0.27%，报45758.27点；纳指跌14.79点，跌幅为0.07%，报22333.96点；标普500指数跌8.49 点，跌幅为0.13%，报6606.79点。 美股行业ETF中，公用事业ETF收跌1.82%，区域银行ETF跌1.04%，银行业ETF跌0.99%，科技行业ETF、网络股指数ETF、全球科技股 指数ETF至多跌0.35%，半导体ETF则收涨0.01%，可选消费ETF ...

Bloom Energy (NYSE:BE) on Tuesday jumped as much as 9.5% to a record high after analysts at Morgan Stanley sharply raised its outlook for the company. They cited a stronger case for rapid growth as demand for power to support artificial ...

据报道，特朗普的再度发声，如同一颗投向国际舞台的重磅炸弹，再次掀起了全球政治经济的风浪。最 近，特朗普通过电话直接向欧盟传达了一个"关税警告"：谁敢与俄罗斯做生意，谁就面临高达100%的 关税。 特朗普此番发出的关税警告直接锁定了两个国家：印度和中国。随着俄乌冲突进入关键阶段，西方世界 的对俄制裁已进入常态化。然而，全球经济并不是所有国家都能轻松"站队"对抗俄罗斯。在这些国家 中，印度和中国以其庞大的能源需求和与俄罗斯的经济合作关系，成为了美国眼中的"头号敌人"。 事实上，特朗普的这一做法无非是想通过中国和印度这两个能源大国，迫使俄罗斯在经济上感受到更多 压力。特朗普要求欧盟和全球其他盟友加入制裁行列，直接涉及对俄罗斯的经济封锁，而中国无疑是这 场全球制裁博弈中的重要一环。特朗普无非是在提醒全球："你们与俄罗斯合作，就要付出代价。" 但中国的反应早已有迹可循。中国不仅是全球第二大经济体，且在全球贸易中占据着举足轻重的地位。 无论是能源进口还是贸易往来，中国都在全球经济链条中扮演着至关重要的角色。特朗普这一关税威胁 的最大风险就是：它可能会打破中美之间的经贸合作基础，进而导致全球市场的不稳定。 对于印度来说，特 ...

Core Viewpoint - The State Council of China has approved a pilot implementation plan for the market-oriented allocation of factors in ten regions, including Chengdu, to enhance innovation, resource efficiency, and economic development [1]. Group 1: Innovation and Technology - The plan aims to stimulate innovation in technology by reforming the ownership of scientific achievements and promoting the establishment of specialized technology transfer institutions [4]. - It encourages the integration of technology and capital by supporting the development of a comprehensive service system connecting technology and capital markets [5]. Group 2: Land Resource Efficiency - The plan includes reforms in land management to optimize the approval processes for construction projects and to promote the efficient use of idle land [6][7]. - It proposes innovative supply methods for industrial land, including flexible leasing and mixed-use land supply [6]. Group 3: Human Resource Mobility - The plan seeks to reform the household registration system to facilitate the movement of human resources and improve the integration of migrant populations into urban areas [9]. - It emphasizes the importance of attracting innovative and entrepreneurial talent through a reformed talent evaluation system [10]. Group 4: Data Flow and Utilization - The initiative aims to establish a foundational support system for data markets, including the protection of data rights and promoting public data sharing [11][12]. - It encourages the development of a data-driven economy by facilitating the circulation and commercialization of social data [12]. Group 5: Financial Services for the Real Economy - The plan aims to enhance financial services to support the real economy, including expanding the application of digital currency and improving the investment environment for venture capital [13]. Group 6: Environmental Resource Market Development - The initiative promotes the establishment of a market-oriented trading mechanism for resources, including green energy and ecological products [14][15]. - It encourages the development of green finance products and the integration of environmental resources into asset trading [15]. Group 7: Collaborative Resource Allocation - The plan focuses on improving the collaborative allocation of factors across regions, particularly in the Chengdu-Chongqing economic circle, to enhance resource efficiency and market integration [17].

Core Viewpoint - The 25th China International Investment and Trade Fair has commenced in Xiamen, highlighting the strong partnership between Jiangsu province and the UK, with a focus on mutual investment and cooperation in key sectors. Group 1: Cooperation Directions - Jiangsu and the UK aim to deepen cooperation in three key areas: green low-carbon development, biomedicine, and consumer services [2][3] - In the green low-carbon sector, Jiangsu is building zero-carbon industrial parks and factories to support multinational companies [2] - The biomedicine sector is set for breakthroughs, with Jiangsu welcoming more UK companies to share in the policy benefits of its open innovation in the biopharmaceutical industry [2] Group 2: Trade and Investment Data - From January to July this year, the trade volume between Jiangsu and the UK reached $7.57 billion, marking an 8.2% year-on-year increase [4] - As of July, the UK has established 1,532 foreign investment projects in Jiangsu, with actual foreign investment totaling $4.97 billion [4] - Jiangsu has set up 139 overseas investment projects in the UK, with a total investment amount of $1.6 billion [4] Group 3: Successful Projects - The Jaguar Land Rover production base in Changshu is a benchmark for Sino-British manufacturing cooperation, with plans to produce electric vehicles for the European market [4] - AstraZeneca has invested over $5 billion in Jiangsu over 30 years, with recent investments including $475 million for a new small molecule drug factory in Wuxi [4][5] - GSK and Jiangsu Hengrui Medicine have signed an agreement to jointly develop 12 innovative drugs, enhancing both companies' global strategies [5] Group 4: Future Prospects - Over 100 UK SMEs are attending the fair, seeking to establish diverse collaborations with Jiangsu [6] - Jiangsu's policies and local government support are crucial for fostering a conducive environment for bilateral cooperation [6] - The establishment of the Sino-European (Wuxi) Life Science Innovation Industrial Park is a significant step in promoting open innovation in the biopharmaceutical sector [6]

Core Viewpoint - The article discusses the recent large-scale enforcement action by the U.S. government against illegal workers at a Hyundai Motor Group factory in Georgia, which has significant implications for U.S.-Korea economic relations and investment strategies [3][4][6]. Group 1: Enforcement Action Details - On September 4, the U.S. Department of Homeland Security conducted a major enforcement operation at a Hyundai factory, resulting in the arrest of 475 suspected illegal workers, primarily of Korean nationality [3][6]. - Among the arrested, approximately 300 individuals are estimated to be South Korean citizens, marking a rare instance of such a high proportion of Korean nationals among illegal immigrants in the U.S. [3][6]. - The arrested workers were not directly employed by Hyundai but were hired through subcontractors and labor intermediaries, raising questions about the recruitment practices of these companies [7][8]. Group 2: Economic Implications - The incident has sparked concerns in South Korea, with media describing it as a betrayal of Korean investment in the U.S. and a potential disruption to the economic cooperation between the two countries [9][10]. - Prior to this event, South Korea had committed to investing $350 billion in the U.S., with expectations of improved trade relations, but the enforcement action may jeopardize these plans [10][12]. - In 2024, South Korea's exports are projected to grow by 8.2% to reach $683.8 billion, with a significant portion directed towards the U.S., where exports reached $127.8 billion in the previous year [10][11]. Group 3: Future Investments and Challenges - Hyundai Motor Group has announced plans for substantial investments in the U.S., including a total of $260 billion over the next three years, which is expected to create 25,000 jobs [11]. - The South Korean government is accelerating negotiations with the U.S. to establish a fair competitive environment for its automotive industry amid ongoing trade discussions [12]. - There are concerns regarding U.S. pressure on South Korean semiconductor companies, which could impact their global competitiveness if similar policies to those applied to Intel are enacted [13].

Core Viewpoint - The article highlights the innovative construction and operation of the smart energy station in Changsha, which integrates advanced technologies to provide efficient heating and cooling services to residents while promoting environmental sustainability [1][2][4]. Group 1: Project Overview - The smart energy station, located 7 meters underground, is part of the Changsha International Convention and Exhibition Center and serves as a crucial infrastructure for the community [2]. - The first phase of the project has an investment of 100 million yuan, with a total investment of approximately 300 million yuan and a total construction area of about 5,332 square meters [2]. - The energy station is designed to provide centralized heating and cooling services for buildings covering 1.9 million square meters [2]. Group 2: Technology and Operations - The energy station utilizes a combination of technologies including ground source heat pumps and thermal storage systems to enhance energy efficiency and reduce carbon emissions [4]. - The system is capable of maintaining indoor temperatures at around 20 degrees Celsius in summer and 26 degrees Celsius in winter, operating from May 1 to October for cooling and from November to March for heating [3]. - The project is expected to reduce carbon dioxide emissions by 17.7 tons annually through the use of ground source heat pumps and an additional 26,844 tons through peak shaving and valley filling strategies [4]. Group 3: Smart Management - A comprehensive smart management platform enables real-time data collection and optimization of energy production based on user demand, enhancing operational efficiency [5]. - Users can monitor their energy consumption through a mobile application, allowing for immediate adjustments to maintain comfort levels [5]. - The energy station is set to be completed by the end of September, with trial operations beginning in October, providing residents with consistent temperature control [6].