Core Viewpoint - Eastern Airlines Yunnan Company integrated rich ethnic culture into its services during the Torch Festival, enhancing the travel experience for passengers and showcasing Yunnan's unique cultural charm [1][3][10]. Group 1: Event Overview - The Torch Festival celebration included a themed flight from Shanghai Hongqiao to Kunming, featuring ethnic decorations and warm greetings from the crew [3]. - The cabin was creatively decorated with ethnic elements, including embroidered pillows and plush toys for children, creating a festive atmosphere [3][5]. - The event featured cultural presentations, including storytelling about the festival's origins and customs, along with interactive quizzes that engaged passengers [5]. Group 2: Passenger Experience - Upon arrival at Kunming Changshui International Airport, passengers were welcomed by staff in traditional attire, enhancing the festive experience [10]. - Travelers received gift packages containing local delicacies and souvenirs, which contributed to a warm welcome [10]. - The airport lounge offered traditional Yunnan cuisine, allowing passengers to enjoy local flavors while waiting [12][15]. Group 3: Future Initiatives - Eastern Airlines Yunnan Company plans to continue its "Light Up Yunnan Life" series of themed flights in collaboration with Dali and Mangshi airports, promoting the beauty of Yunnan [19].

7月18日，广东经济半年报出炉。数据显示，2025年上半年，全省经济延续回升向好态势，运行总体平 稳、稳中向好。 上半年，广东实现地区生产总值68725.40亿元，按不变价格计算，同比增长4.2%。其中，第一产业增加 值2258.86亿元，增长4.2%；第二产业增加值25978.86亿元，增长3.4%；第三产业增加值40487.69亿元， 增长4.6%。 具体来看： 总的来看，上半年，广东经济运行整体回升向好。但也要看到，当前外部环境更趋复杂严峻，国内有效 需求不足，经济持续回升向好基础仍需加力巩固。 一组图速览广东上半年经济运行具体情况>>> 工业方面，上半年，全省规模以上工业增加值同比增长4.0%，增速比一季度加快0.1个百分点，其 中6月份增长5.3%。分门类看，采矿业增加值下降0.3%，降幅收窄3.0个百分点；制造业增长 4.5%，增速提高0.1个百分点；电力、热力、燃气及水生产和供应业下降0.1%。 服务业方面，上半年，全省服务业增加值同比增长4.6%，增速比一季度加快0.3个百分点。其中， 交通运输仓储邮政业、金融业增加值分别增长6.6%、7.0%，比全部服务业增速高2.0个、2.4个百 分点。 ...

证券代码：600150 证券简称：中国船舶 上市地：上海证券交易所 证券代码：601989 证券简称：中国重工 上市地：上海证券交易所 中国船舶工业股份有限公司 换股吸收合并中国船舶重工股份有限公司 暨关联交易报告书摘要 吸并方 被吸并方 中国船舶工业股份有限公司 中国船舶重工股份有限公司 中国（上海）自由贸易试验区浦东大道 1 号 北京市海淀区昆明湖南路 72 号 吸并方独立财务顾问 被吸并方独立财务顾问 二〇二五年七月 公司声明 一、吸收合并双方及其全体董事、高级管理人员保证重组报告书及其摘要内 容的真实、准确、完整，并对其虚假记载、误导性陈述或重大遗漏负相应的法律 责任。 二、吸收合并双方控股股东及全体董事、高级管理人员承诺，如就本次交易 所提供或披露的信息因涉嫌虚假记载、误导性陈述或者重大遗漏，被司法机关立 案侦查或者被中国证监会立案调查的，在案件调查结论明确之前，将暂停转让各 自在吸收合并双方拥有权益的股份，并于收到立案稽查通知的两个交易日内将暂 停转让的书面申请和股票账户提交吸收合并双方董事会，由董事会代承诺人向证 券交易所和登记结算公司申请锁定；未在两个交易日内提交锁定申请的，授权董 事会核实后 ...

润贝航空科技股份有限公司 互动易平台信息发布及回复内部审核制度 润贝航空科技股份有限公司 第一章 总则 第一条 为充分利用深圳证券交易所搭建的互动易平台，规范润贝航空科技 股份有限公司（以下简称"公司"）通过互动易平台与投资者交流，根据《上市 公司信息披露管理办法》《上市公司投资者关系管理工作指引》《深圳证券交易 所股票上市规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市 公司规范运作》等法律法规和制度规定，结合公司实际情况，制定本制度。 第二章 总体要求 第二条 互动易平台管理是公司投资者关系管理的重要组成部分，公司通过 互动易平台发布信息或回复投资者提问，应当坚守诚信原则，严格遵守《深圳证 券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等有关规定， 尊重并平等对待所有投资者，主动加强与投资者的沟通，增进投资者对公司的了 解和认同，营造健康良好的市场生态。 第三条 公司在互动易平台发布信息或回复投资者提问时，应当谨慎、理性、 客观，以事实为依据，保证发布的信息和回复的内容真实、准确、完整。公司信 息披露以指定信息披露媒体披露的内容为准，不得通过互动易平台披露未公开的 重大信 ...

Core Viewpoint - The company, SANY Heavy Industry, is intensifying its efforts in the international market by acquiring 16 DHC-8-300 aircraft from Qantas Airways for a total price of $51.14 million, aiming to capitalize on the recovery of the global aviation industry and the growth of the regional aviation market [1][2]. Acquisition Details - The acquisition involves 16 DHC-8-300 turboprop aircraft, with a total price of $51.14 million excluding tax, and $56.26 million including tax, which translates to over 400 million RMB at the current exchange rate [2]. - The aircraft will be delivered in batches by December 31, 2025, at designated airports in Australia [3]. - The payment structure includes a 15% deposit and 85% to be paid upon delivery [2][3]. Strategic Rationale - The acquisition is aimed at enhancing the company's competitiveness in the global regional aviation leasing market, with a focus on short-haul routes in the Asia-Pacific and North American markets [1][3]. - The company plans to introduce new generation environmentally friendly aircraft to meet the demand for short-haul routes in emerging markets [1][3]. Market Context - The global aviation industry is gradually recovering, with a sustained growth in the regional aviation market driven by increasing middle-class demand in emerging markets and environmental policies promoting turboprop aircraft [5]. - The current supply of aircraft is tight due to production constraints and aging fleets, which has increased the demand for aircraft leasing and purchases [5]. Business Performance - The aviation segment's revenue share has been recovering, reaching 14.24% in 2024, up from a low of 5.41% in 2021 [7]. - The company aims to expand its aviation business by enhancing its fleet and diversifying its operations, including aircraft leasing, maintenance, and parts supply [7][8]. International Expansion - Since acquiring Avmax in 2016, the company has seen a significant increase in its overseas revenue share, which exceeded 60% in 2024 [8]. - The company plans to maintain growth in North America and Europe while expanding into emerging markets in Africa and Latin America [8].

AI基金农银国企改革混合（002189）披露2025年二季报，第二季度基金利润395.92万元，加权平均基金份额本期利润0.098元。报告期内，基金净值增长率 为5.01%，截至二季度末，基金规模为8258.4万元。 该基金属于灵活配置型基金。截至7月17日，单位净值为2.062元。基金经理是张峰，目前管理5只基金近一年均为正收益。其中，截至7月17日，农银策略精 选混合近一年复权单位净值增长率最高，达1.45%；农银国企改革混合最低，为0.6%。 基金管理人在二季报中表示，二季度我们整体保持中性偏低仓位，季度末进行了加仓操作，仓位提升到中性水平。组合二季度整体配置相对稳健防御，但通 过积极的选股，二季度组合配置的新一代核心资产标的表现较好，给组合带来了较大的贡献，组合在二季度跑赢了市场。目前组合保持中性仓位，后续将适 时继续对仓位进行调整。在配置上，我们将继续保持对低波红利相关板块的配置，同时继续加大寻找新一代核心资产标的来进行配置。同时组合也适时加大 了对金融板块的配置。目前组合主要配置在公用事业、运营商、银行、非银、交运、新消费等行业。 截至7月17日，农银国企改革混合近三个月复权单位净值增长率为5.1 ...

Core Viewpoint - The California High-Speed Rail Authority has filed a lawsuit against the federal government following the announcement of the termination of funding for the high-speed rail project, claiming it is an arbitrary abuse of power [1] Group 1: Legal Actions - The California High-Speed Rail Authority has initiated legal proceedings against the federal government, alleging misuse of authority in terminating funding [1] - The lawsuit characterizes the federal government's actions as "arbitrary and capricious" [1] Group 2: Political Context - California Governor Newsom has described the funding termination as a form of political retaliation, asserting that the state will contest the federal government's illegal actions [1] - U.S. Transportation Secretary Duffy expressed confidence that the federal government will prevail in any lawsuits arising from the funding termination [1]

7月18日上午，中国—上海合作组织地方经贸合作大会在青岛·上合之珠国际博览中心开幕。大会期间，《中国—上海合作组织地方经贸合作大会青岛倡议》 （以下简称"《青岛倡议》"）正式发布，为上合组织框架下地方间的经贸合作擘画了清晰路径，贡献了坚实的"上合智慧"。 三、共同推动贸易投资提质升级。深度挖掘上合组织地方间贸易潜力，支持企业合规举办面向对方市场的展览展会，深化电子商务、服务贸易、数字贸易合 作，优化贸易结构，培育外贸新动能，扩大进出口规模。加强上合组织地方间投资促进机构交流合作，相互支持搭建投资对话平台，举办投资促进活动，优 化投资发展环境，在绿色低碳、数字经济、现代农业、基础设施等领域共享高质量发展新机遇。 《青岛倡议》立足于"上海精神"，提出了六大核心合作方向，构建一个更加紧密、高效、共赢的地方经贸合作新格局。 一、携手构建国际物流大通道。积极参与上合组织国家间国际物流大通道建设。发挥青岛在"一带一路"新亚欧大陆桥经济走廊建设和海上合作中的作用，建 设上合国际枢纽港，打造上合组织国家面向亚太市场的"出海口"。加强上合组织地方间枢纽城市互联互通，积极开展上合组织国家间的海、铁、公路联合服 务合作，打造"陆海 ...

Core Viewpoint - Lishui Airport officially commenced operations on July 18, 2025, enhancing regional connectivity and supporting local economic development [1][2]. Group 1: Airport Infrastructure - Lishui Airport is located 15 kilometers from Lishui city center, covering an area of 3,430 acres, featuring a runway of 2,800 meters in length and 45 meters in width [1]. - The airport includes a terminal building of 12,000 square meters and 8 parking positions, capable of accommodating mainstream aircraft such as Boeing 737, Airbus A320, and domestically produced C919 [1]. - The airport is designed to handle an annual passenger throughput of 1 million and a cargo throughput of 4,000 tons [1]. Group 2: Construction Milestones - The construction of the terminal area began on December 21, 2022, marking the start of the airport's development [2]. - The terminal area passed completion inspection on March 18, 2025, indicating significant progress in the airport's construction [2]. - On June 13, 2025, Lishui Airport received the Transport Airport Use License from the Civil Aviation Administration of China, confirming its readiness for operation [2]. Group 3: Flight Operations - The airport has established a route between Beijing Capital Airport and Lishui Airport, operated by Air China with Boeing 738 aircraft, with flights scheduled on Mondays, Wednesdays, Fridays, and Sundays [3]. - A daily route is also available between Shanghai Pudong Airport and Lishui Airport, operated by China Eastern Airlines using Airbus A320 aircraft [4]. - Additional routes to Shenzhen, Guiyang, and Guangzhou are planned to commence in August, with further expansions to popular cities like Chongqing, Chengdu, and Xi'an expected after the winter-spring schedule change in October 2025 [4].

按行业分析，在不少涵盖行业中，受访者总体而言预期2025年第三季的业务状况较2025年第二季为差。 尤其在运输、仓库及速递服务业中，有显著较多的受访者预期2025年第三季其业务状况较2025年第二季 为差。 智通财经APP获悉，7月18日，香港政府统计处发表2025年第三季业务展望按季统计调查的结果。综合 是项统计调查所涵盖的行业而言，预期2025年第三季的业务状况较上一季为佳的受访者（10%）比预期 较差者（18%）所占的比例为低。 与2025年第二季统计调查的结果比较，预期2025年第三季的业务状况较上一季为佳的受访者的比例为 10%，较2025年第二季的相应比例（9%）略高。同时，预期业务状况较上一季为差的受访者的比例与 2025年第二季的相应比例（18%）大致相同。 在大部分涵盖行业中，受访者总体而言预期2025年第三季的货品售价／服务收费较2025年第二季大致维 持不变。然而，在建造业中，有显著较多的受访者预期2025年第三季其投标价格较2025年第二季下降。 香港政府发言人表示，大型企业就2025年第三季的整体短期业务前景与上一季的展望相比有轻微改善， 而招聘意欲保持平稳。展望未来，发言人指出外围 ...