天眼查App显示，近日，黑龙江鑫耕农业开发有限公司成立，法定代表人为杨喜艳，注册资本500万人 民币，由中企富星国际投资（北京）有限责任公司全资持股。 序号股东名称持股比例1中企富星国际投资（北京）有限责任公司100% 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；国内贸易代理；货物进 出口；技术进出口；供应链管理服务；国内货物运输代理；普通货物仓储服务（不含危险化学品等需许 可审批的项目）；装卸搬运；项目策划与公关服务；业务培训（不含教育培训、职业技能培训等需取得 许可的培训）；非居住房地产租赁；房地产经纪；企业管理；机械设备租赁；粮食收购；初级农产品收 购；牲畜销售；农副产品销售；谷物销售；工艺美术品及礼仪用品销售（象牙及其制品除外）；珠宝首 饰批发；饲料原料销售；饲料添加剂销售；畜牧渔业饲料销售；化肥销售；日用百货销售；水产品批 发；礼品花卉销售；石油制品销售（不含危险化学品）；金属材料销售；金属制品销售；农作物种子经 营（仅限不再分装的包装种子）。（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：食品销售；食品互联网销售；燃气经营。（依法须经批准的项目，经相 ...

美交通部长：升级空中交通管制系统还差190亿美元 智通财经7月17日电，据央视新闻报道，美国交通部长达菲表示，特朗普政府还需要190亿美元，才能全 面升级空中交通管制系统。此前5月21日，美国多家航空公司的首席执行官发布联名信，信中说，美国 的空中交通管制系统正在"辜负美国民众"。他们敦促国会迅速采取行动，批准资金对空管系统进行现代 化改造。这封联名信由美国航空公司、美国联合航空公司、达美航空、西南航空、捷蓝航空、阿拉斯加 航空、阿特拉斯航空以及联邦快递和联合包裹运送服务公司联合签署。信中表示，美国联邦航空管理局 的技术已经"严重过时"。夏季旅游季即将开始，他们呼吁尽快采取行动。 ...

国金证券股份有限公司 关于株洲时代新材料科技股份有限公司 对外提供财务资助的核查意见 国金证券股份有限公司（以下简称"国金证券"或"保荐机构"）作为株洲 时代新材料科技股份有限公司（以下简称"时代新材"或"公司"）2023 年度向 特定对象发行股票的持续督导保荐机构，根据《证券发行上市保荐业务管理办法》 《上海证券交易所股票上市规则》《上海证券交易所上市公司自律监管指引第 1 号——规范运作》等相关规定，对时代新材对外提供财务资助进行了审慎核查， 具体情况如下： 一、财务资助事项概述 （一）本次财务资助的基本情况 青岛博锐为公司间接持股 52.07%的控股子公司，公司能够对其业务、财务、 资金管理等方面实施全面有效的风险控制。公司在提供资助的同时，将加强对控 股子公司的日常经营管理，密切关注其生产经营、资产负债情况等方面的变化， 加强对其财务、资金管理等风险控制，确保公司的资金安全。 上述财务资助事项的风险处于公司可控范围之内，公司能够有效保证资金安 全，不会对公司的日常经营产生重大影响，不会损害公司及全体股东、特别是中 小股东的利益。 二、被资助对象的基本情况 为支持控股子公司青岛博锐智远减振科技有限公司（ ...

华夏航空股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保额度审批情况概述 华夏航空股份有限公司（以下简称"公司"）分别于 2025 年 04 月 24 日召开 第三届董事会第十七次会议、第三届监事会第十六次会议，于 2025 年 05 月 16 日召开 2024 年年度股东大会，审议通过《关于为全资子公司提供担保的议案》， 同意公司为全资子公司向银行或其他金融机构申请授信不超过人民币 17 亿元或 等值外币提供担保，主要用于子公司引进飞机、飞机预付款、项目建设、购买航 材、设备采购、日常运营等事项；其中，对全资子公司华夏飞机维修工程有限公 司（以下简称"华夏维修"）担保额度为 5 亿元。上述担保额度不含此前已提供 且仍在担保期限内的担保余额（此前已提供且仍在担保期限内的担保余额继续有 效），自 2024 年年度股东大会审议通过之日起至 2025 年年度股东大会召开日期 间该担保额度可循环使用。具体内容详见公司于 2025 年 04 月 26 日披露于巨潮 资讯网（http://www.cninfo.com.cn）的《华夏航空股份有限公司关 ...

海外弱美元与国内资产荒的再平衡 - 2025 年中期宏观策 略 20250716 摘要 国内供需再平衡是下半年核心政策目标，通过政策组合实现供给出清和 需求释放，以应对 PPI 持续负增长的挑战，并对市场预期和宏观基本面 产生积极影响。 A 股市场在股债再平衡背景下呈现震荡牛市趋势，股票型 ETF 成为居民 资产配置的重要载体，持续净流入并形成正循环，国债收益率下行空间 收窄。 下半年市场整体趋势为慢牛格局，中枢不断上移，9 月前后是重要布局 节点，届时中美关税落地、国内增量政策补足、海外降息窗口开启，宏 观政策将集中发力。 上半年港股在全球权益资产中表现强势，受益于弱美元环境和东升西落 的预期，而 A 股市场风格明显下沉，微盘股表现突出。 特朗普政府的经济政策重心边际变化，从开源、节流、化债转向通过减 税和要求降息来保持经济稳定并降低美债成本压力，关税政策仍是重要 手段。 Q&A 国内宏观政策如何应对低物价问题，供需再平衡的背景是什么？ 特朗普政府的经济政策主张及其影响是什么？ 特朗普政府主要聚焦三个方面：开源、节流、化债。开源通过全球对等关税收 取收入弥补财政缺口，是 4 月份关税大超预期核心因素；节流通 ...

美国交通部长达菲：特朗普政府需要额外提供190亿美元资金，以全面改造空中交通管制系统。 ...

Core Viewpoint - Ningbo is positioning itself as a global marine center city, focusing on enhancing its marine economy and addressing existing weaknesses in its marine industry chain [2][15][19]. Group 1: Marine Economic Development - Ningbo's marine economy is projected to reach a production value of 2,754 billion in 2024, accounting for 15.2% of its GDP, which is significantly lower than that of Qingdao and Tianjin [13][14]. - The city aims to establish a modern marine industry system and promote marine technology innovation as part of its "14th Five-Year Plan" [3][15]. - The marine economy has shown consistent growth, with a 17-fold increase from 160 million in 2002 to 2,754 billion in 2024 [14]. Group 2: Port and Shipping Services - Ningbo Zhoushan Port has maintained its position as the world's busiest port for 16 consecutive years, with a cargo throughput of 1.377 billion tons in 2024 and container throughput of 3,930 thousand TEUs [6]. - The port is recognized as a major hub for bulk cargo and oil transfer, but it faces challenges in shipping service capabilities [8][9]. - Plans are in place to enhance shipping services, including the establishment of high-level shipping service clusters and digital platforms [10][11]. Group 3: Marine Industry Structure - Ningbo's modern marine industry includes key sectors such as green petrochemicals, marine logistics, and marine engineering equipment, with emerging industries like marine new materials and marine biotechnology [18][20]. - The city is focusing on upgrading its marine industry system and establishing a project database for significant marine industry projects [20][21]. - In 2024, the marine emerging industries are expected to contribute over 580 billion, with a growth rate exceeding 10% [20]. Group 4: Marine Technology Innovation - Ningbo's marine technology resources are currently dispersed, lacking a centralized platform for integration [22]. - The city plans to build a national key laboratory for marine materials and a comprehensive marine testing facility to enhance its research capabilities [23][25]. - There is a need for high-level talent in marine engineering, which is currently insufficient in local educational institutions [25].

Core Viewpoint - The successful launch of the Tianzhou-9 cargo spacecraft marks the eighth delivery to the Chinese space station, showcasing the establishment of a rapid logistics channel between Earth and space, which is crucial for ongoing operations and scientific research in the space station [1][3]. Group 1: Logistics and Transportation - The Tianzhou-9 cargo spacecraft carried a total of 6.5 tons of supplies, representing an 11% increase in cargo volume compared to Tianzhou-8, making it the largest transport mission during the application and development phase of the space station [6]. - The Tianzhou series has progressively validated key technologies such as cargo transportation and in-orbit refueling since its inception, establishing itself as one of the world's leading cargo spacecraft [8]. - The Tianzhou-9 spacecraft is designed with a three-month emergency launch capability, allowing for a "one launched, one prepared" operational mode to ensure continuous supply to the space station [8]. Group 2: Technological Advancements - The Long March 7 rocket, which launched Tianzhou-9, has undergone significant improvements in management and operational efficiency, reducing preparation time from 38 days to 25 days and core task preparation time from 24 hours to 8 hours [12]. - The rocket's design incorporates full digitalization, enabling precise management of the entire production and assembly process, which enhances the reliability of each launch [10][12]. - New experimental payloads, including a space ranging device and a novel propulsion test device, were carried on this mission, aimed at advancing space technology while fulfilling cargo delivery tasks [18]. Group 3: Scientific Research and Experiments - The Tianzhou-9 mission included the delivery of specialized scientific samples, such as a brain organoid chip, to study the effects of space conditions on human brain function, addressing potential health risks for astronauts [14][16]. - The establishment of a new laboratory at the Wenchang base allows for the preparation of sensitive biological samples, facilitating advanced life science experiments in microgravity [16]. - The increasing proportion of scientific experiments and payloads in cargo deliveries reflects the evolving focus of China's space station towards more complex research endeavors [16]. Group 4: Future Developments - The development of additional cargo vehicles, such as the lightweight "Qingzhou" and "Haolong" spacecraft, indicates a move towards a more flexible and diverse logistics system for China's manned space missions [20]. - The ongoing expansion of launch capabilities at Wenchang and other commercial launch sites is expected to enhance China's ability to explore and utilize space resources effectively [20].

Core Viewpoint - Cathay Pacific plans to increase investment in mainland China, focusing on expanding its business operations in various sectors including route network, green transformation, smart transformation, and cargo services [1] Group 1: Company Strategy - Cathay Pacific is enhancing its presence in mainland China by improving its route network [1] - The company is also focusing on green transformation initiatives to align with sustainability goals [1] - Smart transformation is another area of investment, indicating a shift towards more technology-driven operations [1] - Cathay Pacific is expanding its cargo services as part of its overall strategy in mainland China [1]

虽然铁路基建投资在铁路固定投资中的占比逐渐下降，但更新改造和机车车辆购置占比逐渐提高，尤其 是在推动"两重""两新"政策实施的背景下，铁路投资仍将可以保持比较高的增速。 在去年创下历史新纪录之后，铁路固定投资今年仍保持高位运行。 近日，国铁集团在其官方网站发布数据显示，今年上半年，铁路建设优质高效推进，全国铁路完成固定 资产投资3559亿元，同比增长5.5%，累计投产新线301公里，现代化铁路基础设施体系加快构建。 高位运行 虽然今年上半年铁路固定投资增速回落至5.5%，但这是在去年高基数情况下实现的。2024年，铁路固 定资产投资高速增长，打破了2010年的历史纪录，全年完成8506亿元，同比增长11.3%；其中，去年 1~6月，全国铁路完成固定资产投资3373亿元，同比增长10.6%。 今年上半年，投资也整体呈现加速增长的势头。1月、1~2月、1~3月、1~4月、1~5月和1~6月分别同比 增长3.7%、5.1%、5.2%、5.3%、5.9%和5.5%。如果全年增长超过5.8%，今年铁路投资将可能突破9000 亿元，跨过新的千亿整数关口。 今年是"十四五"规划的收官之年，一大批铁路项目加紧建设，其中一些工 ...