Group 1 - China's steel exports remain high in the first five months of 2025, but future trends show significant uncertainty. Additionally, the export of steel billets has increased rapidly, potentially exceeding 10 million tons on an annualized basis [1] - The steel industry PMI for June 2025 is reported at 45.9%, reflecting a month-on-month decline of 0.5 percentage points, marking two consecutive months of decline [1] - As of June 27, 2025, commercial palm oil inventories in key regions of China reached 537,400 tons, an increase of 102,500 tons week-on-week, representing a 23.57% rise; compared to last year, this is a 25.67% increase [1] - Indonesia's Ministry of Trade announced an increase in the reference price for crude palm oil (CPO) to $877.89 per ton in July, up from $856.38 in June [1] - The USDA projects that the soybean planting area in the U.S. for 2025 will be 83.4 million acres, slightly below market expectations of 83.65 million acres. As of June 1, 2025, the total old soybean inventory in the U.S. is 1.008 billion bushels, exceeding market expectations of 980 million bushels and last year's figure of 970 million bushels [1] Group 2 - The USDA's weekly crop progress report indicates that the good-to-excellent rating for U.S. soybeans is at 66%, below market expectations of 67%, unchanged from the previous week, and down from 67% year-on-year. The soybean emergence rate is reported at 94%, up from 90% the previous week and matching the five-year average [2] - Despite regulatory crackdowns leading to major miners halting production, Guinea's bauxite exports surged by 39% year-on-year in the first quarter, reaching a record 48.6 million tons [2] - As of June 30, 2025, the total zinc ingot inventory in seven regions of China is 80,600 tons, an increase of 2,800 tons from June 23 and 1,100 tons from June 26, indicating a rise in domestic inventory [2]

来源：检察日报正义网 编者按 近期，中央网信办开展了"清朗·整治短视频领域恶意营销乱象"专项行动，集中整治短视频领域恶意营 销突出问题。记者重点围绕恶意虚假摆拍、散布虚假信息、违背公序良俗、违规引流营销等恶意营销乱 象及其背后的问题根源、相应治理措施进行调查采访，以期营造清朗网络空间，推动短视频行业健康有 序发展。 近年来，短视频因快节奏、短小精悍的特点，成为广大网民重要新闻信息来源。然而，大量打着真实记 录旗号，实则根据故事脚本虚假摆拍、以假乱真的短视频频现，严重扰乱网络空间秩序，混淆视听。其 中，外卖骑手、快递小哥、网约车司机等灵活就业群体因"接地气""高共鸣"属性，更是成为虚假摆拍的 重灾区。一些博主假借灵活就业群体职业身份，打造"入不敷出""社会尊严感低"等标签化人设、编 剧"悲惨""贫穷"的虚假故事吸引关注。 虚假摆拍套路如何？背后有着怎样的流量逻辑？如何治理？记者对此进行了调查采访。 "悲惨世界"： 虚假摆拍的共创剧本 近日，一则题为《生活不易，又一单王倒下了》的视频在网络流传。画面中，一名外卖骑手倒地，字幕 显著位置标注"单王倒下"，引发网民对骑手"猝死"的猜想。事后，骑手本人证实，因路况问题不 ...

6月30日（周一），伦敦金属交易所（LME）期铜小幅下跌，市场关注加拿大和美国贸易对话进展。 伦敦时间6月30日17:00(北京时间7月1日00:00)，LME三个月期铜小幅下跌9美元，或0.09%，收报每吨 9,869.0美元。 智利统计局（INE）公布报告显示，智利5月铜产量为486,574吨，较上年同期增加9.4%。智利是全球最 大的铜生产国。 几内亚第一季度铝土矿出口飙升39%，达到创纪录的4,860万吨，尽管监管机构的打击使主要运营商受 到打击。 其它金属方面，LME三个月期铝上涨2.5美元，或0.1%，收报每吨2,597.5美元。 LME三个月期锌下跌27.5美元，或0.99%，收报每吨2,751.5美元。 | | 6月30日 LIE基本金属收盘报价(美元/吨) | | | --- | --- | --- | | 金属 | 收盘价 | 茶跌 张默帽 | | 三个月期铜 | 9,869.00 1 | -9.00 ↓ -0.09% | | 三个月期铝 | 2.597.50 ↑ | +2.50 ↑ +0.10% | | 三个月期锌 | 2,751.50 ↓ | -27.50 J -0.99% | | 三 ...

Company Overview - NMP Acquisition Corp. is a blank check company, also known as a special purpose acquisition company (SPAC), formed to effect a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses [5]. Initial Public Offering (IPO) Details - The company announced the pricing of its initial public offering of 10,000,000 units at an offering price of $10.00 per unit, with each unit consisting of one Class A ordinary share and one right [1]. - Each right entitles the holder to receive one-fifth (1/5) of one Class A ordinary share upon consummation of the company's initial business combination [1]. - The offering is expected to close on July 2, 2025, subject to customary closing conditions [2]. - Maxim Group LLC is acting as the sole book-running manager for the offering and has been granted a 45-day option to purchase up to 1,500,000 additional units to cover over-allotments [2]. Trust Account and Fund Management - $10.00 per unit will be deposited into a trust account, with up to $300,000 of interest earned on the funds potentially released to fund working capital requirements [1]. - The company may also withdraw interest earned on the trust to pay income and franchise taxes, if applicable [1]. Trading Information - The units are expected to trade on the Nasdaq Global Market under the ticker symbol "NMPAU" beginning on July 1, 2025 [1]. - Once the securities begin separate trading, the Class A ordinary shares and rights are expected to trade under the symbols "NMP" and "NMPAR," respectively [1]. Regulatory Compliance - A registration statement on Form S-1 relating to the securities to be sold in the initial public offering was declared effective by the U.S. Securities and Exchange Commission on June 30, 2025 [3]. - The offering is being made only by means of a prospectus, which can be obtained from Maxim Group LLC or accessed on the SEC's website [3].

证券研究报告 | 朝闻国盛 gszqdatemark 2025 07 01 年 月 日 朝闻国盛 积极参与突破，重视业绩定价 今日概览 重磅研报 【宏观】6 月 PMI 延续反弹的背后——20250630 【策略】7 月策略观点与金股推荐：积极参与突破，重视业绩定价—— 20250630 【海外】关注相关政策和旺季催化——2025 年 7 月海外金股推荐—— 20250630 【策略】中报业绩线索的交易思路——20250630 【固定收益】乘用车零售批发回升——基本面高频数据跟踪—— 20250630 【固定收益】踏着熟悉的节奏——2025 年债市中期策略——20250630 【轻工制造】新型烟草大势所趋，龙头全面发力 HNB，我国企业有望受 益几何？——20250630 【电子】硬蛋创新（00400.HK）-稀缺 AI 算力芯片供应商，硬件+软件 平台化布局——20250630 研究视点 【计算机】重要虚拟资产牌照获批，金融创新加速落地——20250630 【环保】绿色低碳建设加速推进，碳足迹管理迎新机遇——20250630 作者 | 分析师 顾晟 | | | | | --- | --- | --- | - ...

新版标准将于2026年6月1日起正式实施，为市场预留了一年时间作为过渡期。据业内专家分析，新版标 准对生产企业的影响深远。由于标准大幅提升了能效门槛，企业必须升级技术以符合要求，否则原有1 级能效产品可能会降至3级，甚至被淘汰出市场。中小品牌面临的挑战更为严峻，需要加速技术研发或 者调整市场定位以适应新标准。 我国是家用电冰箱的生产和使用大国。家用电冰箱作为耗电大户，降低其能耗对节能减排意义重大。市 场监管总局(国家标准委)有关负责人表示，以500L对开门两门冰箱为例，现行标准中能效一级综合耗电 要求为0.92千瓦时/天，新版标准要求降到0.55千瓦时/天，电耗下降40%。据此测算，新标准有效实施， 将实现全国每年节电约130亿千瓦时的节能效益。(记者何可) 近年来，随着我国家电市场的飞速发展，冰箱产品不仅在容积上实现了跨越，更在功能和技术层面取得 了长足进步。然而，现行的2015版《家用电冰箱耗电量限定值及能效等级》标准，虽在过往的岁月里为 行业提供了重要的指引，但面对新型节能技术、智能功能的不断涌现，以及消费者对高效节能产品的迫 切需求，其不足之处逐渐暴露，已无法跟上行业的飞速变革，难以准确反映新产品的能 ...

特斯拉CEO马斯克再度批评"大漂亮法案"，目标直指几乎所有支持特朗普万亿美元税收法案的在任共和 党国会议员，誓言让支持者输掉明年的中期选举。 6月30日，马斯克在社交媒体发文称："每一位在竞选时承诺减少政府支出、然后立即投票支持历史上最 大债务增长的国会议员都应该感到羞耻！如果这是我在地球上做的最后一件事，他们明年也会在初选中 败北。" 马斯克还在社交媒体X发文指出，这项法案的疯狂支出将债务上限提高了创纪录的五万亿美元，是时候 建立一个真正关心人民的新政党了。 分析指出，马斯克的表态可能对共和党内部团结构成冲击，并为2026年中期选举的党内初选增加不确定 性。 就在一天前，马斯克才抨击了"大漂亮法案"的最新版本。据华尔街见闻文章提及，马斯克认为，削减电 动车和清洁能源补贴会破坏美国未来产业、毁掉数百万就业，对共和党来说是政治自杀，将对美国造 成"难以置信的破坏"。 据华尔街见闻文章，当天时间29日，在一项关键程序性投票中，美国参议院经过激烈拉锯，以51票赞 成、49票反对的结果，通过了特朗普力推的"大漂亮法案"的更新版本，提前取消消费者购买电动车时享 受的7500美元税收抵免。 马斯克政治立场急转弯 分析指出 ...

Company Overview - Mesoblast is a global leader in developing allogeneic cellular medicines for inflammatory diseases, focusing on severe and life-threatening conditions [4] - The company utilizes a proprietary mesenchymal lineage cell therapy technology platform that releases anti-inflammatory factors to modulate the immune system [4] Recent Developments - Mesoblast announced alignment with the FDA on items required for filing a Biologics License Application (BLA) for Revascor (rexlemestrocel-L) to treat ischemic heart failure with reduced ejection fraction (HFrEF) [1][2] - Following a successful Type B meeting in early 2024, the FDA indicated that the results of the studies could support accelerated approval for Revascor in end-stage HFrEF patients with a left ventricular assist device (LVAD) [2] - The company plans to file for accelerated approval by the end of 2025 for patients with end-stage ischemic HFrEF implanted with an LVAD [3] Product Pipeline - Mesoblast's RYONCIL (remestemcel-L) is the first FDA-approved mesenchymal stromal cell therapy for steroid-refractory acute graft versus host disease (SR-aGvHD) in pediatric patients aged 2 months and older [5] - The company is developing additional cell therapies for various inflammatory diseases, including SR-aGvHD in adults and biologic-resistant inflammatory bowel disease [6] - Rexlemestrocel-L is being developed specifically for heart failure and chronic low back pain [6] Intellectual Property and Manufacturing - Mesoblast has a robust global intellectual property portfolio with over 1,000 granted patents or patent applications, providing commercial protection expected to extend through at least 2041 in major markets [7] - The company's proprietary manufacturing processes yield industrial-scale, cryopreserved, off-the-shelf cellular medicines, ensuring availability to patients worldwide [8]

Core Viewpoint - A class action has been filed against UroGen Pharma Ltd. for allegedly failing to conduct a proper trial for its lead drug candidate, UGN-102, which is intended to treat low-grade intermediate risk non-muscle invasive bladder cancer [1][2]. Group 1: Allegations and FDA Concerns - The complaint alleges that UroGen submitted a rolling new drug application (NDA) for UGN-102 on August 14, 2024 [2]. - On May 16, 2025, the FDA expressed doubts about the sufficiency of the submitted data for UGN-102's effectiveness, highlighting the lack of a concurrent control arm in the ENVISION study [3]. - The FDA had previously recommended a randomized trial design to UroGen multiple times, which the company did not follow [3]. Group 2: Stock Price Impact - Following the FDA's concerns, UroGen's stock price dropped by $2.54, or 25.8%, closing at $7.31 per share on May 16, 2025 [3]. - After the Oncological Drugs Advisory Committee voted against the approval of UGN-102 on May 21, 2025, the stock fell by $3.37, or 44.7%, closing at $4.17 per share [4]. Group 3: Class Action Participation - Shareholders may be eligible to participate in the class action against UroGen, with a deadline to file for lead plaintiff status by July 28, 2025 [6]. - The lead plaintiff will represent other class members in directing the litigation, but participation is not required to be eligible for recovery [6].

第Z城是卡尔维诺笔下"看不见的城市"，由看不见的风景组成：清风拂过人们年轻的脖子，巷子里飘满 咖啡的味道，满城的绿植正在进行光合作用，其中的人也在吸收生活的养分。 但第Z城并不抽象，它是具体而可抵达的生活方式：更有朝气的经济，更多元的城市文化，更可接受的 生活成本，更适合年轻人生活与发展，不浪费年轻的热忱与才情。 也正因此，第Z城是重新找回城市本质的城市代名词，它是建筑、自然、诗歌和音乐的四位一体，拒绝 单一，拒绝无聊，唤醒生而为人的可能性，正如查尔斯·兰姆所说，"如果你醒着，生活就醒着"。 如何创造一座第Z城，答案已经不言而喻了：去问一问年轻人的感受，让他们的快乐不再是奢侈品，忧 愁不再是无解的考题，让他们的获得感根植于看得见、摸得着的体验。 再问一问自己的内心：那些你愿意为之逗留和徘徊的城市，那些你愿意让下一代成长于其中的地方，就 是你的第Z城。 本文来自微信公众号：新周刊 （ID：new-weekly），作者：桃子酱，编辑：詹腾宇，头图来自：AI生 成 请记住这个数字：1222万——这是2025年即将毕业的应届大学生的数量。即将离开校园的他们，会更愿 意选择在哪座城市开启新生活？或者，反过来说，城市应该 ...