AI基金景顺长城顺益回报混合A类（002792）披露2025年二季报，第二季度基金利润22.28万元，加权平均基金份额本期利润0.0292元。报告期内，基金净值 增长率为1.97%，截至二季度末，基金规模为1128.95万元。 该基金属于偏债混合型基金。截至7月18日，单位净值为1.56元。基金经理是陈莹和李训练，目前共同管理2只基金近一年均为正收益。其中，截至7月18 日，景顺长城顺益回报混合A类近一年复权单位净值增长率最高，达5.53%；景顺长城景颐辰利债券A最低，为2.51%。 基金管理人在二季报中表示，展望未来，在抢出口效应退潮后，预计外需进一步降温回落，高频数据指向出口已经有走弱的迹象，外需回落同时也会拖累出 口相关部门的生产和就业情况，叠加房价重现加速下行的压力，均对居民消费形成拖累，叠加金融数据作为领先指标指向后续实体经济活动将进一步降温， 因此，三季度经济需要政策端给予对冲。二季度财政力度边际有所收敛，三季度的财政政策空间依旧充足，三季度财政或进一步发力。 截至7月18日，景顺长城顺益回报混合A类近三个月复权单位净值增长率为3.10%，位于同类可比基金222/630；近半年复权单位净值增长率为 ...

Group 1 - The core viewpoint emphasizes the importance of transportation in the Belt and Road Initiative, highlighting its role in facilitating mutual benefits and connectivity [1] - The Ministry of Transport has made significant progress in infrastructure connectivity, establishing a framework for "six corridors, six routes, multiple countries, and multiple ports," which has invigorated regional economic development [1] - Key projects such as the Qian Kai Port, which is set to open in November 2024, will reduce shipping time from South America to Asia by approximately 10 days [1] Group 2 - The Ministry of Transport has strengthened international transport networks through over 270 cooperation agreements covering various transport sectors, enhancing the connectivity of the China-Europe Railway Express and the "Air Silk Road" [1][2] - The successful hosting of the 12th meeting of transport ministers from Shanghai Cooperation Organization member states has led to the establishment of new regional cooperation mechanisms [2] - Projects like the Mombasa-Nairobi Railway have created over 74,000 jobs in Kenya, with a local employee rate exceeding 90%, showcasing the positive impact of cooperation projects on local communities [2]

Core Viewpoint - The article highlights the increasing presence of "post-00s" flight attendants in China Eastern Airlines, emphasizing their role in enhancing service quality and adapting to the demands of the aviation industry [1][4]. Group 1: Workforce Dynamics - China Eastern Airlines has added over 2,000 flight attendants in recent years, with "post-00s" making up approximately one-third of the total workforce [1][4]. - The airline has seen a 12.5% year-on-year increase in the number of flight attendants participating in flight service during the summer peak season, with over 8,000 attendants involved daily [4]. Group 2: Training and Development - The airline is focusing on improving the service and adaptability of young flight attendants through mentorship, job rotation, and scenario simulation [4]. - Young attendants are encouraged to engage actively with passengers, utilizing tools and emotional management skills to enhance the travel experience [2][4]. Group 3: Service Quality and Challenges - Flight attendants, like Ma Yuxuan, face challenges such as busy flight schedules and unpredictable weather, requiring them to maintain professionalism and composure [2][3]. - The role of flight attendants extends beyond service; they are also responsible for ensuring flight safety and managing unexpected situations like delays and diversions [3][4]. Group 4: Company Culture - China Eastern Airlines is described as a stable and inclusive workplace, with clear regulations and a focus on humane management, which encourages retention and growth among employees [4]. - The company promotes a culture where young attendants feel valued and understood, enhancing their commitment to the job [4].

Group 1 - Manus co-founder Ji Yichao discussed the reasons for the company's decision to "shell" rather than develop a large model, citing painful lessons from previous entrepreneurial experiences, and noted that the future of AI agents lies in context design rather than merely competing on model capabilities [1] - Kimi K2, a Chinese open-source model, has topped the global open-source model rankings, outperforming competitors like Google's Gemma3 and Meta's Llama4, indicating a significant advancement in China's AI model development [1] - China Unicom is exploring the establishment of a 100,000 card computing cluster, with an expected computing scale of 45 EFLOPS by the end of the year, highlighting the company's commitment to expanding its intelligent computing capabilities [2] Group 2 - Netflix has begun using generative AI for visual effects in its TV productions, aiming to reduce production costs and enhance content quality, with the Argentine sci-fi series "The Eternaut" being the first project to utilize this technology [2] - Delta Airlines is implementing an AI-driven dynamic pricing strategy to customize ticket prices for each passenger based on their willingness to pay, moving away from traditional fixed pricing models [2] - Elon Musk announced the development of a child-friendly AI application called "Baby Grok," although specific functionalities have not been disclosed, indicating a focus on creating friendly content for children [3] Group 3 - The Trump administration has initiated a review of Elon Musk's SpaceX contracts with various federal agencies following a reported fallout between Trump and Musk, which may impact SpaceX's operations and future contracts [4][5] - The third Chain Expo concluded with over 6,000 cooperation intentions signed, reflecting a growing interest in blockchain technology and partnerships within the industry [5] - Nvidia's CEO Jensen Huang praised China's supply chain as one of the best in the world, highlighting its scale, complexity, and diversity, which positions China as a leader in global supply chain management [6] Group 4 - The pricing of Apple's upcoming foldable iPhone is speculated to exceed 15,000 yuan, with material costs estimated at 759 USD, indicating a potential high-end market positioning for this product [6] - Zeekr responded to allegations regarding "0-kilometer used cars," clarifying that the vehicles in question are new products that have not been registered, emphasizing their commitment to industry integrity [6] - Faraday Future's new MPV model FX Super One has been accused of design plagiarism from Great Wall Motors' high-end brand, with the company removing references to "Gaoshan 9" from its website amid the controversy [7]

周期中报预告有何亮点？20250720 摘要 白云机场二季度盈利 4.5 亿元，扣非净利润与一季度持平；海航二季度 小幅亏损，但中期预计盈利；国货行中期归母净利润预计同比增长 78%-90%，主要受益于机队扩充和航油价格下跌。 锦江航运上半年归母净利润同比大幅增长 146%-155%，得益于东南亚 转口贸易需求提升和新增运力投入；安通控股上半年归母净利润同比大 幅增长 218%-250%，受益于内贸集运运力调整至外贸。 极兔速递东南亚包裹量同比增长 66%，中国区包裹量同比增长 14.7%，受益于 TikTok 电商业务强劲增长；顺丰 6 月业务量增速达 32%，申通以微弱优势反超韵达，营业收入也超过韵达。 航旅纵横 APP 上线民航官方直销平台，整合多家航空公司直销机票资源， 减少 OTA 平台影响，提高航空公司售票效率，有利于民航行业发展。 化工行业二季度开工率降至 71.9%，为历史低位；国家重新定义石化化 工行业老旧装置标准，可能对老旧产能占比较高的行业产生影响。 TDI 市场供给收缩明显，价格迅速上涨，但中长期来看，涨价持续性有 待观察；高速树脂市场需求旺盛，上半年订单供不应求，推荐东材科技 和胜骏 ...

Group 1 - China launched the "High-Quality Development" series press conference on July 21, focusing on the achievements in building a strong transportation nation [3] - The China Securities Index Co., Ltd. officially launched the "Specialized and Innovative 100 Index" on July 21 [3] - The Shenzhen Stock Exchange released the "Shenzhen Specialized and Innovative Index" on July 21 [3] - The Shanghai Stock Exchange officially launched two indices, including the "Shanghai Stock Exchange Science and Technology Innovation Board Index" on July 21 [3] Group 2 - The Chinese Embassy in Spain criticized U.S. interference in Huawei's normal business operations, calling it typical bullying behavior [5] - The embassy emphasized the need for mutual respect and equal cooperation between China and Spain, free from third-party interference [5] Group 3 - A serious lead contamination issue was reported at the Brownstone Peixin Kindergarten in Gansu, leading to the arrest of six individuals for producing toxic food [6] - The Gansu Provincial Health Commission announced that the Gansu Provincial People's Hospital will fully manage the Second People's Hospital of Tianshui to improve healthcare services [6] - A treatment and service guarantee plan for children affected by lead contamination at the kindergarten was released, including a special fund for treatment costs [6] Group 4 - Typhoon "Wipha" caused significant impacts in Guangdong, prompting the National Disaster Reduction Committee to initiate a Level 4 emergency response [7] - A red warning for mountain flood disasters was issued for several regions, including southern Guangdong and northern Hainan [7] - The city of Foshan in Guangdong reported 1,873 confirmed cases of Chikungunya fever, all of which are mild cases [7] Group 5 - The summer box office for 2025 has surpassed 4 billion yuan, with top films including "Jurassic World: Rebirth" and "Detective Conan: The One-Eyed Phantom" [8] Group 6 - Nvidia's CEO Huang Renxun highlighted the unique vitality and innovation capacity of the Chinese market, emphasizing its importance for technology suppliers [13] - The ongoing family property dispute involving Wahaha is set to have a new development on August 1, as the Hong Kong High Court will hold a hearing [13] Group 7 - Zeekr denied reports about selling "0-kilometer used cars," clarifying that the vehicles in question are display cars that have not been registered [15] - The clarification aims to maintain the company's brand image and ensure product quality compliance [15] Group 8 - UBTECH Robotics secured the largest procurement order in the humanoid robot industry, amounting to approximately 90.51 million yuan [18] - This significant order is expected to boost the company's performance and demonstrate its technological strength [18] Group 9 - Jaguar Land Rover announced a full tax rebate policy for specific models purchased between July 20 and July 31, aiming to stimulate consumer interest [19] - This initiative is expected to positively impact brand development and market share [19] Group 10 - Hanbo Semiconductor has initiated listing guidance with CITIC Securities as the advisory institution, indicating potential entry into the capital market [20] - The company is controlled by two individuals who signed a concerted action agreement, ensuring no single shareholder holds more than 30% [20]

Core Viewpoint - Shanghai Airport has developed a key technology for rapid screening of weak magnetic materials in large cargo warehouses, significantly improving the efficiency of air cargo logistics and addressing safety concerns in aviation [1][2]. Group 1: Technology Development - The technology, based on "quantum tunneling effect magnetic resistance array sensor technology," allows for simultaneous screening of multiple weak magnetic items within a cargo container, reducing the testing time to under 20 seconds [2]. - This innovation fills a gap in the industry regarding the magnetic testing standards for whole pallets and boxes of cargo, which previously required individual checks that could take 2-3 days [1][2]. Group 2: Economic Impact - The implementation of this technology is expected to save approximately 100 million yuan in logistics costs annually for upstream and downstream customers [2]. - The enhanced efficiency in handling weak magnetic cross-border e-commerce goods strengthens Shanghai Airport's influence in setting international air cargo detection standards and improves the business environment at the airport [2].

最近几年，航旅纵横APP上开始增加更多其他功能，先是值机选座，线上升舱，机票验真，现在又 开始卖机票，火车票和酒店，不少旅客在问，航旅纵横是也要做OTA了吗？ 2025.07. 20 本文字数：1290，阅读时长大约2分钟 作者 | 第一财经 陈姗姗 近日，国内最大的民航信息服务平台航旅纵横的APP首页上，悄然出现了"民航官方直销平台"的字 样，不少旅客认为，这家以航班动态查询起家的平台，开始发力机票销售业务，民航版的12306出现 了。 之所以被旅客定义为"民航版的12306"，是因为航旅纵横是民航旅客用得最多的出行信息服务平台， 目前激活用户已破1亿，央企中航信，东航和南航都是其股东。 以前，用户在航旅纵横上最常使用的功能，是查询自己的航班动态和飞机情况，比如飞机的机型和机 龄，是否延误，前序航班情况，何时可以登机等，都可以在这个平台上获得最权威和实时的答案。 为了获得更高的收益，一些违规票代通过销售用积分兑换来的机票，加价卖给消费者，看起来机票价 格更便宜了，但实际上机票行程单上的不含税票价其实是0元。 而对于OTA平台来说，要对平台上的大量机票销售代理商进行全面监管依然困难。国内某在线旅游 平台就曾表 ...

目前，美国联邦航空局已介入调查。 据央视新闻，当地时间18日，达美航空公司一架波音767客机按计划从美国加州洛杉矶飞往佐治亚州 的亚特兰大，但客机在起飞后不久，左侧引擎突然起火。执飞机组随后返航洛杉矶机场，在起飞25 分钟后，客机安全降落。事件中未有人员伤亡。 ...

与携程等OTA不同的是，航旅纵横销售的机票，都是国内航空公司的直销机票资源，所有机票产品都是由各家航空公司直接发布和运营。 近日，国内最大的民航信息服务平台航旅纵横的APP首页上，悄然出现了"民航官方直销平台"的字样，不少旅客认为，这家以航班动态查询 起家的平台，开始发力机票销售业务，民航版的12306出现了。 目前，平台已整合了37家国内航空公司的直销机票资源，用户可以在单一界面完成多家航司直销机票的比价和购买，不用再去不同航司官 网之间切换比较。 相对航空公司的官网来说，对不同航司同一航线"比价"的需求，一直是OTA平台吸引和留住用户的优势，但长期以来，来自OTA平台的加价 销售、捆绑搭售等问题频发，积分票倒卖等行为一直屡禁不止，消费者实际支付价格与票面价格不符的情况时有发生，背后其实是部分艰 难求生的机票代理铤而走险以及监管漏洞。 目前，OTA平台是旅客购买机票的主要渠道，但在平台上展示的不同票价，并非只来自航空公司，还有大量的机票代理。旅客在平台上订 购机票后，实际的出票工作和后续的退改签等需求，很多是由机票代理来操作。 为了获得更高的收益，一些违规票代通过销售用积分兑换来的机票，加价卖给消费者，看起 ...