Bloom Energy (NYSE:BE) on Tuesday jumped as much as 9.5% to a record high after analysts at Morgan Stanley sharply raised its outlook for the company. They cited a stronger case for rapid growth as demand for power to support artificial ...

据报道，特朗普的再度发声，如同一颗投向国际舞台的重磅炸弹，再次掀起了全球政治经济的风浪。最 近，特朗普通过电话直接向欧盟传达了一个"关税警告"：谁敢与俄罗斯做生意，谁就面临高达100%的 关税。 特朗普此番发出的关税警告直接锁定了两个国家：印度和中国。随着俄乌冲突进入关键阶段，西方世界 的对俄制裁已进入常态化。然而，全球经济并不是所有国家都能轻松"站队"对抗俄罗斯。在这些国家 中，印度和中国以其庞大的能源需求和与俄罗斯的经济合作关系，成为了美国眼中的"头号敌人"。 事实上，特朗普的这一做法无非是想通过中国和印度这两个能源大国，迫使俄罗斯在经济上感受到更多 压力。特朗普要求欧盟和全球其他盟友加入制裁行列，直接涉及对俄罗斯的经济封锁，而中国无疑是这 场全球制裁博弈中的重要一环。特朗普无非是在提醒全球："你们与俄罗斯合作，就要付出代价。" 但中国的反应早已有迹可循。中国不仅是全球第二大经济体，且在全球贸易中占据着举足轻重的地位。 无论是能源进口还是贸易往来，中国都在全球经济链条中扮演着至关重要的角色。特朗普这一关税威胁 的最大风险就是：它可能会打破中美之间的经贸合作基础，进而导致全球市场的不稳定。 对于印度来说，特 ...

中国发展网讯 日前，国务院发布《关于全国部分地区要素市场化配置综合改革试点实施方案的批复》 （国函〔2025〕86号），同意自即日起2年内开展北京城市副中心、苏南重点城市、杭甬温、合肥都市 圈、福厦泉、郑州市、长株潭、粤港澳大湾区内地九市、重庆市、成都市等10个要素市场化配置综合改 革试点。 成都具体实施方案如下： 成都市要素市场化配置综合改革试点实施方案 试点范围包括四川省成都市全域。 一、激发技术要素创新活力 （一）深化职务科技成果权属改革。开展科技成果评价改革，规范第三方评价。完善技术类无形资产评 估评价，健全挂牌交易、公开拍卖与成交信息公示制度。推动高校、科研院所建立专业化技术转移机 构。鼓励政府与高校、科研院所共同设立和发展中试研发平台。进一步完善知识产权托管服务，推动专 利开放许可，促进高校、科研院所开展知识产权转让和实施许可。 （二）优化科技创新资源配置。改革科研项目立项和组织方式，推动西部（成都）科学城在从事基础 性、前沿性、公益性研究的独立法人科研机构探索实施经费包干制，推进新型研发机构实行"预算+负 面清单"管理模式。探索科研资金跨行政区域使用，促进科技资源跨区域开放共享。健全成都科技创新 ...

Core Viewpoint - The 25th China International Investment and Trade Fair has commenced in Xiamen, highlighting the strong partnership between Jiangsu province and the UK, with a focus on mutual investment and cooperation in key sectors. Group 1: Cooperation Directions - Jiangsu and the UK aim to deepen cooperation in three key areas: green low-carbon development, biomedicine, and consumer services [2][3] - In the green low-carbon sector, Jiangsu is building zero-carbon industrial parks and factories to support multinational companies [2] - The biomedicine sector is set for breakthroughs, with Jiangsu welcoming more UK companies to share in the policy benefits of its open innovation in the biopharmaceutical industry [2] Group 2: Trade and Investment Data - From January to July this year, the trade volume between Jiangsu and the UK reached $7.57 billion, marking an 8.2% year-on-year increase [4] - As of July, the UK has established 1,532 foreign investment projects in Jiangsu, with actual foreign investment totaling $4.97 billion [4] - Jiangsu has set up 139 overseas investment projects in the UK, with a total investment amount of $1.6 billion [4] Group 3: Successful Projects - The Jaguar Land Rover production base in Changshu is a benchmark for Sino-British manufacturing cooperation, with plans to produce electric vehicles for the European market [4] - AstraZeneca has invested over $5 billion in Jiangsu over 30 years, with recent investments including $475 million for a new small molecule drug factory in Wuxi [4][5] - GSK and Jiangsu Hengrui Medicine have signed an agreement to jointly develop 12 innovative drugs, enhancing both companies' global strategies [5] Group 4: Future Prospects - Over 100 UK SMEs are attending the fair, seeking to establish diverse collaborations with Jiangsu [6] - Jiangsu's policies and local government support are crucial for fostering a conducive environment for bilateral cooperation [6] - The establishment of the Sino-European (Wuxi) Life Science Innovation Industrial Park is a significant step in promoting open innovation in the biopharmaceutical sector [6]

作者 | 第一财经 潘寅茹 在韩国总统李在明执政百天之际，美国政府却给了个"下马威"。 据央视新闻，当地时间9月5日，美国国土安全调查局在新闻发布会上宣布，其4日联合美国移民与海关执法局等多家联邦机构在佐治亚州一家现代汽车 工厂展开大规模突击执法行动，共拘捕475名疑似非法居留并工作的移民，成为美国国土安全部历史上单一地点规模最大的执法抓捕行动。 据美国移民局通报，被捕的约475名工人中绝大多数为韩国籍人士。韩国媒体估计其中韩国公民约有300人左右。就滞留在美国的"非法移民"群体而 言，与拉美多国相比，韩国籍的这一群体长期处于低位。由此，此次韩国公民所占比重之高较为罕见。 目前，李在明要求全力以赴迅速解决这一事件。6日，韩国外交部紧急商议对策，可能立即派出高级官员赴美。 拜登任内的"旗舰项目" 2025.09. 07 本文字数：2416，阅读时长大约4分钟 这一事件发生后，韩国媒体集体破防。"这是特朗普政府对韩国投资企业的背信弃义。"韩媒以此定性特朗普政府的行为，"我们响应制造业回流美国的 号召，如今却延续羞辱性待遇。"也有韩媒表示，尽管特朗普政府声称这是对非法移民的打击，但这实际是对韩美经济合作的挑衅。 一 ...

Core Viewpoint - The article highlights the innovative construction and operation of the smart energy station in Changsha, which integrates advanced technologies to provide efficient heating and cooling services to residents while promoting environmental sustainability [1][2][4]. Group 1: Project Overview - The smart energy station, located 7 meters underground, is part of the Changsha International Convention and Exhibition Center and serves as a crucial infrastructure for the community [2]. - The first phase of the project has an investment of 100 million yuan, with a total investment of approximately 300 million yuan and a total construction area of about 5,332 square meters [2]. - The energy station is designed to provide centralized heating and cooling services for buildings covering 1.9 million square meters [2]. Group 2: Technology and Operations - The energy station utilizes a combination of technologies including ground source heat pumps and thermal storage systems to enhance energy efficiency and reduce carbon emissions [4]. - The system is capable of maintaining indoor temperatures at around 20 degrees Celsius in summer and 26 degrees Celsius in winter, operating from May 1 to October for cooling and from November to March for heating [3]. - The project is expected to reduce carbon dioxide emissions by 17.7 tons annually through the use of ground source heat pumps and an additional 26,844 tons through peak shaving and valley filling strategies [4]. Group 3: Smart Management - A comprehensive smart management platform enables real-time data collection and optimization of energy production based on user demand, enhancing operational efficiency [5]. - Users can monitor their energy consumption through a mobile application, allowing for immediate adjustments to maintain comfort levels [5]. - The energy station is set to be completed by the end of September, with trial operations beginning in October, providing residents with consistent temperature control [6].

Core Viewpoint - The company has adjusted its profit distribution plan for the first half of 2025, reducing the cash dividend per share from 0.4079 yuan to 0.402 yuan due to changes in the number of shares participating in the profit distribution [2][6]. Group 1: Profit Distribution Adjustment - The cash dividend per share has been adjusted from 0.4079 yuan (including tax) to 0.402 yuan (including tax) [2][6]. - The adjustment is due to changes in the number of shares resulting from the conversion of convertible bonds and the repurchase of shares, while maintaining the total distribution amount unchanged [2][6]. - The total cash dividend amount for the first half of 2025 remains at 266 million yuan (including tax), which accounts for 31.29% of the annual fixed cash dividend amount of 850 million yuan (including tax) [3][6]. Group 2: Share Count Changes - From August 11, 2025, to September 2, 2025, the total share count increased from 666,211,503 shares to 666,880,543 shares due to the conversion of convertible bonds [6]. - The number of shares in the repurchase account decreased from 14,017,324 shares to 5,390,677 shares during the same period [6]. - The adjusted cash dividend per share is calculated based on the new total share count minus the shares held in the repurchase account [6][7].

Market Performance - The FTSE 100 index in London closed at 9196.34 points on September 1, marking an increase of 9.00 points, or 0.10% from the previous trading day [1] - All major European stock indices experienced gains on the same day [1] Top Gainers - The top five gainers in the London stock market included: - Fresnillo, a precious metals producer, up by 2.07% - Babcock International, an outsourcing services company, also up by 2.07% - Rolls-Royce Holdings, up by 2.80% - International Airlines Group, up by 3.01% - Endeavour Mining, up by 3.47% [1] Top Losers - The top five losers in the London stock market included: - SSE, an energy supplier, down by 3.09% - United Utilities Group, down by 2.48% - National Grid, down by 2.07% - BT Group, down by 1.99% - Severn Trent, a water company, down by 1.86% [1] Other European Indices - The CAC40 index in Paris closed at 7707.90 points, with an increase of 4.00 points, or 0.05% [1] - The DAX index in Frankfurt closed at 24037.33 points, rising by 135.12 points, or 0.57% [1]

Core Points - The "Central Enterprises, Industry Leaders, and Belt and Road Countries Procurement Matchmaking Conference" was held in Shenyang, attracting 20 central enterprises and industry leaders, over 50 international buyers from 18 countries, and more than 200 domestic entrepreneurs [1][3][6] Group 1: Event Overview - The event is part of the second Shenyang Manufacturing Economic and Trade Activity Week, highlighting the importance of connecting domestic and international markets [3][6] - Key attendees included government officials and leaders from various trade organizations, emphasizing the collaborative nature of the event [3][6] Group 2: Objectives and Achievements - The conference aimed to enhance resource aggregation, link supply and demand, and empower precise cooperation within the new dual circulation development pattern [6] - It featured 200+ one-on-one negotiations, facilitating effective matching of demand and supply between domestic and international parties [6][9] - Preliminary statistics indicated over 50 intended cooperation projects were reached, involving approximately 410 million RMB [9] Group 3: Support Services - The event provided "one-stop" consulting services for suppliers, including multilingual translation support to eliminate communication barriers [8] - Various professional institutions were present to offer comprehensive services in trade promotion, financial insurance, legal affairs, and logistics [8]

Group 1 - French business leaders warn that current political instability may lead to severe economic consequences, highlighting a lack of consensus on public finance reform [1][2] - The French government is facing a trust vote on September 8, with opposition parties planning to reject the government's deficit plan, indicating a challenging political landscape [2][3] - Concerns about a potential recession are rising, with warnings from business leaders about dwindling orders and increasing tariff pressures, which could threaten economic growth [2][3] Group 2 - The yield on France's benchmark 10-year government bonds has surpassed 3.5%, nearing the highest level since the Eurozone debt crisis, reflecting market unease [2][3] - The French economy is heavily reliant on consumer spending, and increased uncertainty is seen as detrimental to consumer confidence, raising the risk of significant economic shocks [2][3] - France's fiscal deficit is projected to be 5.8% of GDP in 2024, with public debt reaching 114% of GDP by the end of Q1 2025, indicating a concerning fiscal outlook [3]