6月9日，国家统计局发布数据显示，5月份，居民消费价格指数（CPI）环比下降0.2%，同比下降 0.1%；扣除食品和能源价格因素的核心CPI同比上涨0.6%，涨幅比4月份扩大0.1个百分点。工业生产者 出厂价格指数（PPI）环比下降0.4%，降幅与4月份相同；同比下降3.3%，降幅比4月份扩大0.6个百分 点。 国家统计局城市司首席统计师董莉娟解读时表示，我国以更大力度和更精准措施提振消费，新质生产力 成长壮大，部分领域供需关系有所改善，价格呈现积极变化。 核心CPI温和回升 董莉娟分析称，5月份CPI环比由涨转降主要受能源价格下降影响。5月份，能源价格环比下降1.7%，影 响CPI环比下降约0.13个百分点，占CPI总降幅近七成。其中，汽油价格环比下降3.8%，降幅比4月份扩 大1.8个百分点。食品价格环比下降0.2%，降幅小于季节性水平1.1个百分点，影响CPI环比下降约0.04个 百分点。 此外，董莉娟表示，5月份，消费需求持续回暖，叠加假日和各地开展文体娱乐活动等因素影响，宾馆 住宿和旅游价格环比分别上涨4.6%和0.8%，均高于季节性水平，其中宾馆住宿价格环比涨幅创近十年 同期新高；夏装换季上新，服 ...

Group 1 - In May, the national consumer price index (CPI) decreased by 0.1% year-on-year, while the producer price index (PPI) fell by 3.3% year-on-year [1][7] - The primary factor for the decline in CPI is the continuous drop in energy prices, which decreased by 6.1% year-on-year and 1.7% month-on-month [2][7] - Core CPI, excluding food and energy prices, rose by 0.6% year-on-year, indicating a stable upward trend for three consecutive months [4][8] Group 2 - Food prices experienced a slight decline, with a month-on-month decrease of 0.2%, influenced by seasonal factors and supply changes [3] - The hospitality and tourism sectors saw price increases of 4.6% and 0.8% respectively, driven by improved consumer demand and holiday activities [4] - The PPI's decline is attributed to both international factors, such as falling crude oil prices, and domestic factors, including seasonal drops in coal prices [7][8] Group 3 - The high-end equipment manufacturing sector is witnessing price increases, with significant rises in prices for integrated circuits and aircraft manufacturing [8] - The overall consumer demand is gradually recovering, supported by effective consumption-boosting policies [4][5] - The real estate market is still in recovery, affecting demand for household appliances and entertainment equipment, which saw a month-on-month price decline of 1.1% [5]

Group 1: Consumer Price Index (CPI) Insights - In May, the CPI decreased by 0.2% month-on-month and 0.1% year-on-year, indicating a marginal improvement in consumer prices due to consumption-boosting policies [1][4] - Food, tobacco, and alcohol prices increased by 0.1% year-on-year, contributing approximately 0.02 percentage points to the CPI increase, while energy prices fell by 6.1%, impacting the CPI decline by about 0.47 percentage points [4][5] - Core CPI, excluding food and energy, rose by 0.6% year-on-year, with the growth rate expanding by 0.1 percentage points compared to the previous month, reflecting a recovery in consumer demand [5][6] Group 2: Producer Price Index (PPI) Insights - In May, the PPI fell by 3.3% year-on-year, with the decline rate widening by 0.6 percentage points compared to the previous month, and a month-on-month decrease of 0.4% [1][7] - The decline in PPI is attributed to high base effects from the previous year and international input factors affecting domestic prices, particularly in the oil and gas sectors [7][9] - Certain industries, such as arts and crafts, footwear, and computer manufacturing, saw price increases, indicating a recovery in some sectors driven by consumer demand [7][9]

Group 1 - The core viewpoint of the articles highlights the strategic importance of the Beibu Gulf as a gateway to ASEAN and its role in facilitating trade between China and ASEAN, which has seen continuous growth over the past nine years [1][7][13] - The Beibu Gulf Port, consisting of Qinzhou, Beihai, and Fangchenggang ports, has been recognized as a national logistics hub, enhancing its connectivity with ASEAN and global markets [6][9] - The logistics efficiency from Qinzhou Port to ASEAN countries, such as the direct shipping route to Haiphong, Vietnam, reflects the increasing demand for streamlined trade operations [11][13] Group 2 - The trade relationship between China and ASEAN is characterized by mutual resource advantages and complementary industrial structures, leading to significant growth in trade volume [14][16] - In the first quarter of 2025, over 90% of the trade between China and ASEAN consisted of manufacturing products, with notable growth in exports of flat panel display modules, automotive parts, and lithium batteries [18] - Agricultural cooperation has also flourished, with ASEAN being China's largest trading partner for agricultural products for eight consecutive years, significantly impacting the fruit trade [20][21] Group 3 - The infrastructure connectivity between China and ASEAN has improved, with substantial growth in various transportation modes, including rail, road, and maritime, indicating a robust trade framework [25] - The China-ASEAN Free Trade Area has been upgraded, providing new momentum for regional prosperity and economic collaboration [23][26] - The combined population of China and ASEAN exceeds 2 billion, representing a significant market potential that continues to foster cooperation amidst global challenges [22] Group 4 - The Yangtze River Delta region has seen a remarkable increase in foreign trade, with a total import and export value of 5.29 trillion yuan in the first four months of 2025, marking a historical high [34][52] - The region's export structure is evolving towards high-end, intelligent, and green products, reflecting a shift in trade dynamics [53][58] - The robust performance of private enterprises in the Yangtze River Delta, particularly in labor-intensive sectors, contributes significantly to the region's export growth [41][39]

产业不输。 作者 I 于丽丽 报道 I 投资界PEdaily "比赛第一，友谊？第十四！"这句被官方盖章认证的口号，正在江苏上演着最具反差感 的 城 市 故 事 。 赛 场 之 上 ， " 十 三 太 保 " 暗 暗 发 力 ； 赛 场 之 外 ， 城 市 产 业 竞 争 也 在 互 相 较 劲。 5 月 31 日 ， 镇 江 圣 象 队 迎 来 与 宿 迁 队 的 正 面 交 锋 。 这 场 比 赛 被 戏 称 " 醋 坛 子 " 大 战 " 酒 坛 子"，最终镇江圣象主场0: 2落败。除了看球，这座拥有3000年文化历史的江南小城，也 颇有"看头"。 今天，投资界城市看板来到江苏最小地级市镇江。曾几何时，镇江的存在感并不强。被 南 京 、 常 州 、 无 锡 三 座 " 万 亿 俱 乐 部 " 城 市 紧 紧 环 绕 ， 虹 吸 效 应 让 镇 江 产 业 优 势 并 不 突 出，但现在，这座江南小城正在长三角的庞大产业集群奋起直追。 当下，镇江正围绕制造业"四群八链"主导产业体系，聚焦高端装备制造、新材料、生命 健康、数字经济4大主导产业集群，高性能材料、船舶海工装备、航空航天、新型电力装 备、生物医药 ...

Core Viewpoint - The Yangtze River Delta region achieved a record high in import and export value, totaling 5.29 trillion yuan in the first four months, indicating robust growth in new trade formats and high-end equipment sectors [1] Group 1: Trade Performance - The total import and export value of the Yangtze River Delta region reached 5.29 trillion yuan, marking a historical high for the same period [1] - The growth is supported by the flourishing development of new trade formats such as cross-border e-commerce and market procurement [1] Group 2: Sectoral Contributions - High-end equipment sectors, represented by shipbuilding and machine tools, demonstrated strong development momentum [1] - The performance of these sectors contributes significantly to the region's goal of enhancing new productive forces and promoting high-quality foreign trade development [1]

"每年释放约3.8万小时的人工服务产能，同时客户满意度指数提升15%；基础问答场景和软件开发场景 已初步验证了大模型对员工日常办公的赋能价值，预估每年经济收益可超1500万元。"近日，潍柴控股 集团有限公司（以下简称"潍柴集团"）的一组数据凸显AI部署价值。 大模型浪潮中，山东竞速场景建设，从高端制造、到港口物流，再到城市建设，AI渗透率不断提升。 在这个过程中，AI领域的"元老"百度身影频现，凭借基础模型持续迭代、AI产品体验不断进化，百度正 在赋能场景价值持续释放。 1500万，潍柴AI部署"赚"在哪 在人工智能技术迅猛发展的当下，制造业正经历着深刻的数智化转型，自去年以来，"AI+"专项行动如 一股强劲东风，吹遍了国有企业的每一个角落。 作为高端装备制造业的龙头企业，潍柴控股集团有限公司（以下简称"潍柴集团"）积极拥抱AI技术， 2024年6月底与百度就进一步合作达成了共识，携手探索大模型在商用车智能制造、智能驾驶等领域的 应用。 针对业务升级的需求和痛点，百度智能云依托文心大模型、千帆大模型平台、千帆应用开发平台 AppBuilder、GBI、文心快码、甄知企业知识管理平台，着重建设具备潍柴集团特色的 ...

Core Insights - The Shandong Provincial Development and Reform Commission has released the list of major industrial projects for the 2025 new and old kinetic energy conversion, with 13 projects from Qingdao City selected, ranking second in the province [1] Group 1: Industrial Support - The selected projects from Qingdao cover six industries: new generation information technology, high-end equipment, new materials, modern marine, health care, and cultural creativity, highlighting the city's strong industrial technology breakthroughs and commitment to green, low-carbon, high-quality development [3] - Among the selected projects, there are 4 in the new generation information technology sector, and 3 each in high-end equipment and health care sectors [3] Group 2: Technological Leadership - The selected projects encompass all three categories of innovation: 2 in major technological innovation, 2 in business model innovation, and 9 in scenario innovation [3] - Notably, 4 projects rank first in the province within their respective fields, including the "Integrated Governance Technology Research and Industrialization for Urban Emergency Safety" project [3] - The "Liquid Bulk Cargo Industrial Internet Platform" is the only project from the modern marine industry to be selected in the province [3] Group 3: Economic Benefits - The 13 selected projects have clear performance targets, with expected cumulative annual sales revenue of 1.5 billion yuan, annual profit of 200 million yuan, and annual tax revenue of 120 million yuan upon completion [3] - Additionally, these projects are anticipated to create over 1,200 new jobs [3] Group 4: Project Management - The Qingdao Development and Reform Commission will fulfill its responsibilities as the project supervisor, enhancing daily oversight, regularly monitoring project progress, and providing necessary support to ensure timely completion and achievement of performance targets [4]

站在潍坊港观景平台，海风裹着潮声扑面而来，自动化码头机械有序作业，远处潍坊滨海开发区化工产 业集群与蓝天白云相映成趣，一幅港口产业城市融合发展的画卷映入眼帘。 近年来，潍坊滨海开发区秉持港产城一体化发展理念，以国家一类对外开放口岸潍坊港为龙头，集约港 口功能布局，提升港口集散能级，推进区域产业链、供应链深度融合，以港口流量带动产业增量，构建 起港陆联通、产业聚集的港产城融合格局，打造环渤海港产城融合发展"潍坊样板"。 港口为基 筑梦亿吨大港新图景 渤海湾港潍坊港区正持续放大港口的枢纽节点功能、辐射带动作用，加速由"单一港口运营商"向"供应 链综合服务商"转型升级，吸引更多高端港航要素在潍坊滨海开发区集聚。今年以来，潍坊港区外贸集 装箱量同比增长80%，为潍坊滨海开发区外贸进出口逆势争先提供了强力支撑。 依托港口龙头带动作用，潍坊滨海开发区不断放大临港产业效能，大力提升优势产业能级，培育壮大新 兴产业，加快发展现代临港服务业，助推了新业态从无到有。目前，潍坊港区"散改集"作业货种数量达 36个，涵盖纯碱、脱硫石膏、化肥、轮胎、农药等多个行业领域。 据了解，潍坊港区着力推动与东北亚、东盟等国家的物流通道建设，深度 ...

Core Viewpoint - The Beijing Stock Exchange (BSE) and China Securities Index Co., Ltd. have jointly announced the launch of the North Certificate Specialized, Refined, Unique, and Innovative Index, which will officially start providing real-time market data on June 30, 2023, enhancing investment options and performance benchmarks for investors [1][2]. Group 1: Index Characteristics - The North Certificate Specialized, Refined, Unique, and Innovative Index will consist of the 50 largest companies from the "little giant" category listed on the BSE, reflecting the overall performance of specialized and innovative companies [2]. - The index aims to objectively reflect the operational status of specialized and innovative enterprises, incorporating unique features in liquidity thresholds and periodic adjustments [2]. - The index will exclude the bottom 30% of securities based on average daily trading volume to facilitate market investment, and will adjust samples semi-annually based on the Ministry of Industry and Information Technology's evaluation cycle [2][3]. Group 2: Sample Stocks and Performance - The initial sample includes 50 listed companies across key sectors such as biomedicine, high-end equipment manufacturing, new materials, and new-generation information technology, with a total R&D expenditure of 1.79 billion yuan in 2024, reflecting a 2.6% year-on-year increase [3]. - The selected companies are expected to achieve revenue and net profit growth of 8.6% and 9.6% respectively in 2024, with a three-year average compound annual growth rate of 10.4% in revenue [3]. - Notably, 27 stocks are included in both the North Certificate 50 Index and the new index, indicating strong market recognition of their innovation capabilities and growth potential [3]. Group 3: Market Impact and Future Outlook - The launch of the North Certificate Specialized, Refined, Unique, and Innovative Index is seen as a significant benefit for the BSE, potentially attracting billions of yuan in incremental funds [3][4]. - The index reflects the BSE's commitment to supporting innovative small and medium-sized enterprises, with over half of its listed companies classified as national-level "little giants" [5][6]. - The introduction of this index is expected to lead to the development of corresponding public fund products, providing new investment opportunities for retail investors [6].