内容概要：大同市，山西省辖地级市，Ⅱ型大城市，山西省第二大城市，国务院批复确定的中国晋冀蒙 交界地区中心城市之一和重要的综合能源基地。近年来，大同市聚焦科技（先进制造业）、能源、农业 和文旅消费"四大赛道"，加快构建具有大同特色的现代化产业体系，加快推动传统产业提档升级，因地 制宜培育新质生产力，稳妥做好新旧动能的转换衔接。在政府部门大力支持下，四大领域发展成果丰 硕，产业核心竞争不断增强，产业生态更加繁荣，经济高质量发展根基进一步夯实。 上市企业：大秦铁路（601006.SH）、晋控煤业（601001.SH）、仟源医药（300254.SZ） 相关企业：中车大同电力机车有限公司、山西耀邦环境装备工程有限公司、大同菲利普斯采矿机械制造 有限公司、山西仟源医药集团股份有限公司、山西威奇达光明制药有限公司、山西润生大业生物材料有 限公司、晋能控股山西煤业股份有限公司、中煤大同能源有限责任公司、华润新能源（大同）风能有限 公司、华润新能源(大同阳高)风能有限公司、大同隆基光伏科技有限公司、大同中电光伏发电有限公 司、大同赢海新能源科技有限公司、大同隆基乐叶光伏科技有限公司、山西塞北红食品有限公司、大同 市绿苑饮品有限 ...

国家税务总局深圳市税务局最新统计数据显示，2024年度深圳市新兴产业研发投入增长迅速，在666家 研发费用加计扣除同比增长超100%的企业中，631家为新能源、人工智能、先进制造等新兴产业企业， 加计扣除金额共计128亿元，同比增长236.8%。 统计显示，深圳市去年共有3.3万家企业享受研发费用加计扣除政策，扣除金额3656亿元，直接为企业 减少税收支出914亿元。其中，实体经济特别是制造业占据研发主体地位，研发费用加计扣除金额达 2494亿元，同比增长1.6%，占全部研发费用加计扣除65.7%，是享受研发费用加计扣除政策的主体行 业。头部企业"领头雁"效应明显，研发费用加计扣除金额排名前1000名企业共计扣除金额2486.7亿元， 同比增长2.9%，反映深圳大型企业和头部企业更加注重研发创新。 据了解，2024年深圳国家高新技术企业突破2.5万家，平均每平方公里拥有12家，密度居全国第一；新 增国家级专精特新"小巨人"企业296家、制造业单项冠军企业29家，增量均居全国第一、总数均居全国 第二。 深圳市税务局企业所得税处负责人表示，研发费用加计扣除政策是支持企业科技创新的重要税收政策工 具，可以有效降低企 ...

链博会是全球首个以供应链为主题的国家级展会，旨在促进上中下游产业衔接、大中小企业融通、 产学研用协同、中外企业互动。本届链博会以"链接世界、共创未来"为主题，设置先进制造链、清洁能 源链、智能汽车链、数字科技链、健康生活链、绿色农业链六大链条和供应链服务展区。参展企业和机 构涉及75个国家、地区和国际组织，展现全球产业链供应链合作最新成果和经验。（记者：孙丹） 7月16日至20日，由中国贸促会主办的第三届中国国际供应链促进博览会（以下简称"链博会"）在 北京举行。陕西17家企业集中展示在汽车工业、先进制造、数字科技等领域的发展成果。 陕西省贸促会联合陕西省汽车工业协会在E2馆设置陕西汽车智链展区，包括陕汽、比亚迪、吉 利、质子汽车等整车企业，以及汉德车桥、弗迪电池、达美轮毂等重点零部件企业在内的15家企业参 展，涵盖新能源汽车三电系统、整车制造等产业链关键环节，展示从原材料到核心零部件，再到新能源 汽车整车及充电桩等相关服务的完整新能源汽车产业链生态。此外，宝钛集团在W2馆先进制造链展区 展示钛材在航空航天等高端制造领域的应用；美光科技在E4馆数字科技链展区通过客户应用及供应商 展示，与世界各地企业交流其产业 ...

Core Viewpoint - The U.S. is losing its advanced manufacturing and foundational manufacturing sectors, as stated by U.S. Trade Representative Tai [1] Group 1 - The statement highlights a significant concern regarding the decline of the manufacturing industry in the U.S. [1]

美国贸易代表格里尔：美国正在失去先进制造业以及基础制造业。 ...

推进广佛全域同城发展 《规划》提出，南海区要深度推进粤港澳大湾区建设，积极融入粤港澳大湾区网络化空间格局。全方位 融入环珠江口"黄金内湾"，形成粤港澳大湾区核心极点之一。同时，建设大湾区西部枢纽门户。加强与 珠江口跨江通道及东南向通道的联系，引领珠三角西岸发展。 近日，广东省人民政府正式批复了《佛山市南海区国土空间总体规划（2021—2035年）》（以下简称 《规划》）。《规划》提出，要强化南海作为国际科技创新中心承载地的重要支撑、全国先进制造业基 地的重要组成部分、岭南山水人文活力区等职能，建设湾区智创蓝海、岭南活力都会。根据《规划》， 到2035年，南海区城市能级大幅提升，对广州都市圈和粤港澳大湾区建设的支撑作用更加凸显，形成广 佛全域同城样板。全面建成现代化活力新南海，城乡高质量融合发展格局全面形成，人与自然和谐共生 格局和绿色生产生活方式基本形成，地区历史文化底蕴、岭南特色进一步彰显，形成国家县域现代化典 范。到2050年，全面建成可持续发展的现代化城区，实现社会保障、公共服务、人居环境全面优质普惠 发展，各项指标达到现代化国家的先进水平，成为繁荣富裕、文明和谐、绿色低碳的湾区智创蓝海和岭 南活力都会 ...

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) is held in Beijing from July 16 to 20, with a new summer schedule and the introduction of "Nanjing Day" on July 17 to showcase Nanjing's strengths [1][2] - The "Nanjing Day" event aims to create a dialogue platform between Nanjing and global business communities, highlighting the city's advantages in key industrial supply chains and promoting international cooperation [1][2] - The event will feature over 100 attendees, including leaders from international business associations, Fortune 500 companies, and supply chain industry leaders, to foster partnerships and innovation in supply chains [1][2] Group 2 - The Chain Expo will promote Nanjing's investment environment, key industries, and projects, aiming to attract investment and talent through the event [2] - Five projects will be signed on-site during the event, covering fields such as artificial intelligence, biomedicine, digital trade, and precision manufacturing [2] - The expo includes six major supply chain categories and service exhibition areas, showcasing the latest achievements and experiences in global supply chain cooperation, with participation from 651 companies and institutions from 75 countries [2][3]

Market Overview - The A-share market experienced noticeable fluctuations, with the Shanghai Composite Index briefly falling below the 3500-point mark but recovering to close above it, indicating that the sideways movement since Q4 2024 has ended [1] - The market sentiment regarding trade conflicts has eased, and with the policy window approaching in July, a slow upward trend is expected to continue amidst fluctuations [1] Future Outlook - After breaking the 3500-point level, two potential paths for the market are identified: 1) Continuing the upward trend to challenge the October 2024 high; 2) Consolidating before challenging the 3674-point high [1] - For the market to challenge previous highs, three conditions must be met: 1) Implementation of fiscal stimulus policies; 2) Continued easing of the global environment; 3) Sustained increase in trading volume [1] Sector Analysis - The market is expected to see a thematic event-driven trend in July, with a high likelihood of sector rotation between high and low-performing segments [2] - Key sectors to watch include: 1) Consumer sectors such as dairy, IP consumption, leisure tourism, and medical aesthetics, which are expected to benefit from policies aimed at expanding domestic demand [2] 2) Robotics, with a shift from humanoid to quadruped and functional robots, presenting opportunities in sensors, controllers, and dexterous hands [2] 3) Semiconductor industry, focusing on domestic production across equipment, wafer manufacturing, materials, and IC design [2] 4) Military industry, with expectations of order recovery in 2025, showing signs of bottoming out in Q1 reports [2] 5) Innovative pharmaceuticals, which are anticipated to reach a turning point in fundamentals after a four-year adjustment period, with positive net profit growth since Q3 2024 [2] Market Performance - The market showed signs of consolidation with a decrease in the number of profitable stocks, as only about 1300 stocks rose during the trading session [3] - Leading sectors included telecommunications, computers, electronics, home appliances, and automobiles, while sectors such as coal, agriculture, public utilities, textiles, and beauty care lagged behind [3]

Group 1 - The core viewpoint emphasizes the need for industrial transformation and the development of new productive forces tailored to local conditions, as highlighted in the recent provincial meeting [4][6] - The discussion includes insights from the successful development of the new materials industry in Puyang, which leverages traditional petrochemical advantages to foster innovation and growth [3][4] - The provincial strategy aims to construct a modern industrial system characterized by technological innovation, advanced manufacturing, and modern services, focusing on high-quality development [4][5] Group 2 - The implementation of a comprehensive digital transformation action plan is outlined, targeting companies that have not yet undergone digital upgrades, with tailored strategies for each [5][6] - Traditional industries such as steel, non-ferrous metals, and chemicals will undergo quality upgrades to enhance competitiveness across the entire industry chain [5][6] - The establishment of advanced manufacturing clusters is prioritized, with a focus on enhancing the scale and technological level of key sectors like superhard materials and modern agricultural machinery [6][7] Group 3 - The action plan includes enhancing the capabilities of development zones by attracting upstream and downstream enterprises to create complete industrial clusters [6][7] - A tiered cultivation action for quality enterprises aims to strengthen leading companies and support them in increasing R&D investment and innovation in production models [7]

Group 1 - The Chinese capital market is experiencing a new pattern of deep interaction with foreign institutions, enhancing the convenience for global investors to participate in China's innovative development opportunities [1] - International capital's enthusiasm for allocating assets in China is increasing, with many foreign institutions expressing optimism about the Chinese market's prospects [1][2] - A significant shift has occurred in the priorities of sovereign wealth funds, with 59% of respondents identifying China as a high or medium priority market, indicating a separate allocation to China from broader emerging markets [2] Group 2 - The quality of listed companies in China is improving, providing a solid foundation for foreign institutions' interest, with 60% of companies reporting positive revenue growth in 2024 [3] - Foreign institutions are increasingly focusing on technology innovation, with digital technology and software being the most attractive investment areas, followed by advanced manufacturing and clean energy [5] - The bond market is also attracting international capital, with expectations that capital may flow from the US financial markets to other fixed-income markets, benefiting European, Japanese, and Chinese bonds [5] Group 3 - Foreign institutions are accelerating their investment in the Chinese market, with over 30 new funds launched by firms such as Morgan Asset Management and Fidelity [6] - Several foreign institutions are demonstrating long-term commitment to the Chinese market through capital increases, such as Morgan Stanley Fund's registered capital rising from 600 million to 950 million yuan, a growth of over 58% [6]