Core Points - The meeting emphasized the importance of understanding the severe situation regarding mountain flood disaster prevention and the need for a strong sense of political responsibility and mission [1][2] - It was highlighted that the climate situation is more severe than expected, making the task of mountain flood disaster prevention challenging [1] - The meeting called for comprehensive accountability at all levels to ensure effective and orderly prevention of mountain flood disasters [2] Group 1 - The meeting discussed the construction of the mountain flood disaster prevention system in Xiufangou, Youzhou District, and conducted joint defense drills [1] - It provided a forecast of rainfall trends for the main flood season in 2025, indicating a complex and severe defense situation [1] - The meeting stressed the need to maintain a bottom-line thinking approach to safeguard public safety [1] Group 2 - The meeting required the establishment of a risk hazard ledger and continuous rectification of hidden dangers [2] - It emphasized the importance of enhancing monitoring and early warning capabilities to ensure timely and effective communication of warning information [2] - The meeting also highlighted the need for strict work discipline and the establishment of a strong social atmosphere for collective prevention and control [2]

随着最后一方混凝土浇筑完成，由中国能建（601868）承建的新疆精河县沙尔托海水利枢纽二期工程大 坝主体结构日前顺利封顶，标志着这座承担灌溉、防洪与未来发电功能的综合性水利工程取得阶段性突 破，为后续水库蓄水及工程全面投用奠定坚实基础。 据悉，该工程坐落于新疆博尔塔拉蒙古自治州精河县境内，一期工程自2011年开建、2013年投运以来， 已成为区域水资源调配的重要枢纽。二期工程通过坝体加高、溢洪道改造、新建放水隧洞等系统性措 施，实现水库调蓄能力的跨越式提升，为区域水资源的科学调配与合理利用提供更强有力的保障。 作为《黄河流域(片)"十四五"水安全保障规划》与《新疆维吾尔自治区"十四五"水安全保障规划》双重 点项目，沙尔托海水利枢纽通过二期改建，将实现跨越式扩容升级，水库总库容将由一期的998万立方 米扩容至2193万立方米，增加的蓄水量相当于一个西湖。 工程建成后，精河县沙尔托海水利枢纽二期工程将有力控制周边20.85万亩农田的灌溉，有效破解大河 沿子灌区季节性缺水难题，提升灌区灌溉保证率，让每一寸农田都能喝上"安心水"，为当地现代农业提 质、生态环境优化及经济社会高质量发展注入澎湃动力。 记者了解到，改建后 ...

Group 1 - The project marks the commencement of the underground tunnel excavation phase for the Hangjia Lake South Drainage West Channel Expansion Project, with the first shield machine "Xianxing" successfully starting its operation [1] - The shield machine is approximately 90 meters long, weighs about 2500 tons, and has a diameter of 12.1 meters, designed to excavate a 5-kilometer underground tunnel [1] - The assembly of the shield machine involved over 12,000 components and was completed in 88 days, showcasing the efficiency of the municipal water group [1] Group 2 - The project aims to enhance flood control and drainage standards in the western region of Hangzhou from a 20-year to a 50-year occurrence level [2] - The construction includes multiple water inlets and a Y-shaped underground drainage channel, which is 29 kilometers long and buried 55 meters underground [2] - The drainage capacity is designed at 250 cubic meters per second, with a backup capacity of 300 cubic meters per second [2]

Core Viewpoint - The article highlights the successful operation and management of the Henan Province's constant pressure irrigation project in Jiajian County, which has been in service for 26 years, showcasing its significant contributions to agricultural productivity and water conservation [1][2][3]. Group 1: Project Overview - The constant pressure irrigation project was established in 1984, designed to irrigate 6,397 acres, and has since expanded its irrigated area to 102,000 acres with ongoing projects [5]. - The project has saved 40 million cubic meters of water and increased grain production by 90 million jin, yielding a comprehensive economic benefit of 420 million yuan, which is over 270 times the initial investment [1][5]. - The project utilizes advanced irrigation techniques, achieving a high irrigation water utilization coefficient of 0.88, and has transitioned from traditional irrigation methods to more efficient micro-spray and drip irrigation systems [7][8]. Group 2: Management and Maintenance - Effective management has been a key factor in the project's longevity, with a dedicated management team established during the project's design phase, ensuring maintenance and operational efficiency [3][6]. - The project faced challenges such as aging infrastructure and funding shortages, but proactive maintenance and community involvement have helped sustain its operations [3][6]. - The establishment of the Farmers' Water Users Association has empowered local farmers to participate in water management, enhancing the project's sustainability and efficiency [8]. Group 3: Economic and Social Impact - The irrigation project has significantly boosted local agricultural productivity, with crop yields increasing by 150 kilograms per mu for wheat and substantial income growth for farmers [6][7]. - The project has also improved local environmental conditions, demonstrating a successful integration of agricultural, ecological, and community needs [5][7]. - The use of modern technology and community engagement has led to better water management practices, ensuring that the benefits of the irrigation project are maximized for local farmers [8].

Group 1 - The "Yin Chuo Ji Liao" project is a major water conservancy project in Inner Mongolia, with a total investment of 31.155 billion yuan, aimed at alleviating severe water shortages in the eastern region of Inner Mongolia [1] - The project will annually divert 454 million cubic meters of water from the Chuoer River, benefiting over 3 million people in the Inner Mongolia region [1] - The project is crucial for the agricultural and energy sectors in the region, particularly in Tongliao City, which has a per capita water resource availability of only 56% of the national average [1][2] Group 2 - The main water conveyance line of the project extends 391 kilometers, with additional 395 kilometers of branch lines connecting various counties and industrial parks [2] - The project supports industrial transformation by providing a stable water source for chemical production, which is essential for companies like Tongliao Jinmei Chemical Co., Ltd. [2] - Inner Mongolia is implementing strict water usage quotas for high-water-consuming industries to ensure sustainable water management [2] Group 3 - The project enhances water security for agriculture, ensuring that approximately 410,000 acres of farmland receive adequate water supply [3] - It aims to reverse the declining groundwater levels in the West Liao River basin and supports ecological restoration efforts in the region [3]

每经记者｜刘艳美 每经编辑｜杨欢 实际上，这并非常州首次关注足球发展。早在2021年，《常州市"十四五"体育发展规划》就提出，要重点将足球等基础大项布局全市中小学， 大力推广校园足球，加大足球发展专项资金投入力度，研制引进足球专业人才进校园的方案。充分依托常体足球俱乐部，探索人才培养和市场 运行协同发展道路，大量引进、吸纳优秀足球专业人才，打造优秀教练员团队，扩大足球人口。 2023年，常州市体育局又印发《促进体育产业高质量发展三年行动计划（2023--2025年）》，进一步提及要合理布局足球等运动项目产业，加 快建设完善足球训练基地等，引进足球等品牌价值高、市场前景广、国际影响力大的重大体育赛事，鼓励社会资本组建足球等职业俱乐部。 不过常州市体育局方面此前也坦言，常州虽是江苏经济重镇，但长期缺乏优秀的职业足球俱乐部，优秀球员外流、青训体系薄弱等问题突出。 而在许多人看来，此次"苏超"表现凶猛的南通，正是由于青训体系的完善。 目前，南通已在江苏率先构建起"特色学校+满天星训练营+高水平足球运动队+试点县（区）+改革试验区"的校园足球普及模式。南通也是国 内为数不多、拥有两支职业球队的地级市，分别是中甲联赛南通 ...

证券代码：301038 证券简称：深水规院 深圳市水务规划设计院股份有限公司 3、雷总您好，公司目前的现金流情况如何？应收账款回 款情况呢？ 答：尊敬的投资者您好！2024年度公司经营活动产生的现 金流量净额为156,166,086.13元，同比上一年度增长142.69%（具 体见公司年报）。公司的现金流状况整体向好，尤其是经营活 动现金流净额增长显著。 2025年，公司进一步加强项目回款管理和应收账款的清收 力度，努力保持现金流的充裕，应收账款回收处于良性状态。 谢谢！ 4、请问公司未来的发展规划是什么？ 投资者关系活动记录表 编号：2025-01 | ☐特定对象调研 | ☐分析师会议 | | --- | --- | | | ☐媒体采访 业绩说明会 | | 投资者关系活动类别 | ☐新闻发布会 ☐路演活动 | | | ☐现场参观 | | | ☐其他（请文字说明其他活动内容） | | 参与单位名称及 人员姓名 | 线上参与公司2024年度网上业绩说明会的全体投资者 | | 时间 | 2025年6月30日 15:30-16:30 | | 地点 | 价值在线（www.ir-online.cn） | | 上市公司 ...

光期研究 见微知著 2025 年下半年宏观策略报告 于 洁 2025 年 6 月 1 光大证券 2020 年 半 年 度 业 绩 E V E R B R I G H T S E C U R I T I E S 2025年下半年宏观策略报告 要 点 今年上半年的经济数据整体呈现"冷热不均"的格局。出口有韧性，社零增速明显提高，消费品以旧换新政策持续显效；房地产同比跌幅 扩大，基建、制造业同比增速略有下降。 下半年抢出口力度料将减弱。从出口相关数据来看，5月新出口PMI订单中枢下移、生产边际回落，4月出口交货值的大幅回落从库存端对 "抢出口"的支撑下降，"抢出口"力度预计仍将继续走弱。 社零的超预期增长背后有"隐忧"。消费品以旧换新政策持续显效，家用电器和音像器材类、文化办公用品类、家具类销售额连续 多个月大幅增长，需求提前释放。而多地宣布家电国补政策暂停，对短期家电销量也将形成一定拖累。美国商务部宣布将自6月23日起对多种钢 制家用电器加征50%关税，包括洗碗机、洗衣机和冰箱等"钢铁衍生品"，对电器出口将形成不利影响。因此家用电器行业的销售端、生产端或 有降温，相应地影响社零和工业增加值。 房地产投资跌幅继续扩 ...

Group 1: Virtual Asset Trading in Hong Kong - Tianfeng International Securities has upgraded its securities trading license to provide virtual asset trading services, marking a significant step for traditional financial institutions in the virtual asset sector [1] - The Hong Kong Securities and Futures Commission regulates virtual asset activities, while the Hong Kong Monetary Authority oversees currency payment areas such as stablecoins and digital currencies [1] - The recent developments in the stablecoin market, driven by regulatory frameworks, suggest a focus on cross-border payment and digital currency businesses, highlighting investment opportunities in companies with blockchain technology [1] Group 2: Water Conservancy Investment - The Chinese government has issued opinions to enhance flood control infrastructure, including the construction of flood control reservoirs and the improvement of existing ones [2] - Water conservancy investment is expected to maintain a high growth trend, with projected national investment reaching 1,352.9 billion yuan in 2024, a 12.8% increase year-on-year [2] - The "14th Five-Year" water transport development plan aims to add 2,500 kilometers of high-grade inland waterways, indicating a strong policy and funding support for major engineering projects [2] Group 3: Xiaomi's YU7 Vehicle Launch - Xiaomi's YU7 vehicle received over 289,000 pre-orders within the first hour of its launch, exceeding market expectations [3][4] - The YU7 is expected to attract tech-savvy consumers due to its advanced technology configurations, particularly in smart driving and battery performance [4] - The launch of YU7 is anticipated to drive collaborative development across the supply chain, benefiting key sectors such as lidar suppliers, smart driving system developers, and high-performance battery manufacturers [4] Group 4: IPO of Vision Technology - Vision Technology's IPO application has been accepted by the Shanghai Stock Exchange, aiming to raise 2.015 billion yuan [5] - The company has completed seven rounds of financing, with its latest round in February 2023, and is recognized as a unicorn with a valuation exceeding 10 billion yuan [5] - The core product, silicon-based OLED microdisplay technology, is positioned as a critical hardware component for XR devices, aligning with the explosive growth of the AI industry and the demand for advanced human-computer interaction [5]

1、 国务院总理李强6月27日主持召开国务院常务会议，听取关于贯彻落实全国科技 大会精神加快建设科技强国情况的汇报，部署健全"高效办成一件事"重点事项常态化 推进机制，审议通过《农村公路条例（草案）》。会议指出，要加强常态化机制建 设，推动"高效办成一件事"重点事项全面落实，结合群众和企业反映突出的问题优化 拓展事项范围，鼓励各地因地制宜增加特色事项，推动银行、医院、电信等更多公共 服务集成办理。 2、近日，美方官员称，正在加紧推进与有关经济体谈判，有望在7月9日"对等关 税"90天暂停期结束前与部分国家达成贸易协议。对于未达成协议的国家，可能单方 面设定关税税率。商务部对此表示，中方坚决反对任何一方以牺牲中方利益为代价达 早 报 精 选 2、证监会严肃查处财务造假案件，首次对配合造假方同步追责。 3、沪深交易所：拟将主板风险警示股票价格的涨跌幅限制比例调整为10%。 4、海关总署：有条件恢复日本部分地区水产品进口。 5、香港：稳定币有望为资本市场带来变革，将推动发行人把稳定币应用推广至不同场 景。 宏 观 新 闻 1、 商务部新闻发言人就美与有关国家关税谈判情况答记者问。 成交易，换取所谓关税减免。如果出现 ...