事情发生在7月4日上午10时左右，中国电信潍坊诸城分公司副经理王飞和政企客户经理邸山辉在外出拜访客户途中，成功 处置一起车辆高温自燃事故，避免了火势蔓延引发更大灾害与损失，以实际行动诠释了新时代电信人的责任与担当。 7月5日，中国山东诸城市民李先生来到中国电信潍坊诸城分公司，送上一面印着"危难时刻伸援手，灭火神勇保平安"的锦 旗，李先生紧握电信员工王飞、邸山辉的手连声道谢："多亏了你们及时出手，不然我的车就全烧没了，还可能连累别 人！万分感谢！" 日常工作中，王飞、邸山辉始终以"用户至上、用心服务"为宗旨，爱岗敬业、甘于奉献，努力以优质的服务赢得客户满 意。面对赞誉，邸山辉朴实地说："这只是举手之劳，换成任何一个有责任心的人都会这么做。保障群众生命财产安全， 和保障通信畅通一样重要。"他们表示，未来会坚持"人民邮电为人民"初心，将责任担当融入到客户服务工作中，为构建 和谐社会贡献更多电信力量！ · 2 GS在线送机有限公司 1 121 10 29 41 当日气温高达38℃，邸山辉驾车行至客户单位门前主干道时，发现道路左侧前方一辆重卡驾驶室冒出浓烟，隐约可见火苗 窜出。他立即驱车上前查看，确认车辆因高温发生自燃 ...

二 〇 二 五 年 度 2025 年 7 月 14 日 股指期货：多头格局，边走边看 毛磊 投资咨询从业资格号：Z0011222 maolei@gtht.com 报告导读： 1、 市场回顾与展望：上周市场延续上行，周期板块领涨，房地产、钢铁、非银金融居涨幅榜前三， 煤炭、银行、汽车居跌幅榜前三。上周市场核心驱动依然来自于市场对于供给侧改革的预期，加上随后需 求端有关棚改重启的"小作文"，使得地产板块也出现拉涨，带来周期、成长共振上行的走势。当前政策 重心向供给端出现发力后，供需两端向平衡方向修复，将有利于价格指标修复。而价格走势与企业盈利表 现一致，对股市盈利走向存在向好带动。当然，上周市场的强势，也并非仅靠周期预期修复带动，核心还 是在于市场风险偏好强势支撑，包括贸易摩擦风险并未发酵，美股继续新高，国内政策路径继续向好等多 因素共振，市场做多情绪依然维持积极。 后期来看，当前指数虽然处于相对偏高位置，但市场风险偏好积极，在没有超预期利空出现的情况 下，行情的多头格局有望维持。我们认为扭转趋势的驱动或还是在于外部风险扰动加剧，或内部政策向调 结构转向。但这类事件本身很难提前预判，只能动态跟踪，边走边看。本周开 ...

2025.07. 14 微信编辑 | 七三 推荐阅读 600200，连续4年财务造假！触及重大违法退市情形 本文字数：267，阅读时长大约1分钟 据央视财经，上周，美国拟对进口铜征收50%关税的消息一出，纽约商品交易所的铜期货价格直线 拉升。外媒报道说，眼下铜已经成为美国"头号新兴盗窃目标"。 铜可广泛应用于数据中心、汽车、能源等行业。随着国际铜价突破历史峰值，美国从电信基站到铁路 电缆，从建筑工地到货运卡车，任何含铜的物资都成了犯罪分子眼中的"肥肉"。据美国《华尔街日 报》10日报道，现在盗窃团伙已经将黑手伸向了运输途中的整车铜材。 美国卡车运铜被盗案件的增 速甚至超过了铜价涨势。 ...

廖市无双：轻舟已过 3500，后市可为空间几何？ 20250613 摘要 市场短期阻力与长期潜力：上证指数在 3,555 点附近面临技术阻力，但 多头均线排列和强劲的市场情绪预示着未来仍有上行潜力，或在四季度 前挑战 3,674 点。 筹码结构分析：天朗 50 筹码结构显示，筹码密集区位于 3,350 点附近， 当前点位偏离平均成本，短期存在调整压力，但密集筹码支撑市场迅速 反弹。 板块轮动与风格变化：金融与科技板块齐飞，顺周期板块如房地产和基 建开始走强。金融和成长风格表现突出，消费和稳定风格出现触底迹象， 主题投资成为超额收益的关键。 银行板块投资逻辑：银行板块受益于资产荒和稳定资金流入，周期性上 涨仍有空间，建议逢低配置，但需警惕估值过高或快速上涨的情况。 券商板块投资策略：券商板块反弹显著，但部分个股仍有上涨空间。建 议进行高低切换，将涨幅较大的换成前期涨幅较小的券商股票，优化投 资组合。 Q&A 当前市场走势如何，未来可能会出现哪些变化？ 自 6 月 24 日市场选择向上以来，至 7 月 11 日市场表现强劲。我们在 6 月 24 日翻多，并预测市场短期内会上涨。实际情况显示，市场在 7 月 11 ...

Core Viewpoint - The acquisition of Haowei Technology by Degute represents a significant "elephant swallowing snake" transaction, with a substantial disparity in revenue and asset size between the two companies [1][2]. Group 1: Acquisition Details - Degute plans to acquire 100% of Haowei Technology through a combination of share issuance and cash payment, making Haowei a wholly-owned subsidiary [1]. - The specific transaction pricing has not been disclosed, but the scale of the acquisition is notable given the financial metrics of both companies [1]. - The transaction involves 14 shareholders of Haowei Technology, with the top three shareholders holding 27.83%, 27.62%, and 13.85% of the shares respectively [2]. Group 2: Financial Comparison - In 2024, Degute's revenue is projected to exceed 500 million yuan, while Haowei Technology's revenue for 2023 and 2024 is reported at 3.861 billion yuan and 3.654 billion yuan respectively, indicating a revenue scale several times larger than Degute's [2][3]. - As of March 31, 2024, Degute's total assets are 1.156 billion yuan with equity of 765 million yuan, whereas Haowei Technology's total assets are 5.617 billion yuan with equity of 2.954 billion yuan [1][2]. Group 3: Business Transition - Following the acquisition, Degute aims to expand its business from energy-saving equipment manufacturing to telecommunications software development, cloud and AI software services, and industry digital solutions, thereby creating a second growth curve [4]. - The company has been transitioning from a "product supplier" to a "system integration service provider," focusing on a full value chain system for clean combustion and efficient heat exchange [5]. Group 4: Historical Context of Haowei Technology - Haowei Technology, previously known as Zhongxing Ruanchuang, was listed on the New Third Board before delisting in 2017 and has undergone multiple rounds of listing guidance since then [1][5]. - The company has received high-level certifications from major cloud service providers, indicating its strong capabilities in cloud management services [2].

Core Viewpoint - The company, Degute, is planning to acquire 100% of Haowei Cloud Computing Technology Co., Ltd. through a combination of issuing shares and cash payment, which is expected to constitute a significant asset restructuring [1][4]. Group 1: Transaction Details - The acquisition will involve 14 counterparties, including Nanjing Xiruan Enterprise Management Partnership and ZTE Corporation, among others [2]. - The company plans to raise matching funds from no more than 35 qualified specific investors, with the total number of shares issued not exceeding 30% of the company's total share capital post-transaction [4]. - The share issuance price is set at 14.35 yuan per share, which is not less than 80% of the average trading price over the previous 120 trading days [4]. Group 2: Company Background - Degute is a high-tech energy-saving and environmental protection equipment manufacturer, providing solutions in clean combustion and heat energy saving across various sectors including chemicals, energy, metallurgy, and waste treatment [5]. - Haowei Technology is an international software and IT service provider, focusing on digital and intelligent solutions for telecom operators, cloud infrastructure service providers, and government enterprises, with significant overseas business advantages [5]. Group 3: Strategic Implications - The acquisition is expected to diversify Degute's business from energy-saving equipment manufacturing to include telecom software development, cloud and AI software services, and industry digital solutions, thereby creating a second growth curve for the company [5][6]. - The transaction is anticipated to enhance the company's risk resistance and profitability, aligning with the interests of the company and all shareholders [6].

从现代农业的智能化创新成果，到汽车产业的新能源与自动驾驶技术突破；从高端装备制造的精密工艺 展示，到光电信息产业的前沿科研产品……工作人员详细介绍各功能区的建设运营情况、服务内容以及 在推动新质生产力发展过程中取得的显著成果。 中新网长春7月13日电 (谭伟旗李彦国)16个共建"一带一路"国家的60多位商协会代表，近日来到吉林长 春探访，寻求合作机会。 长春地处东北亚地理核心位置，是中国向北开放的重要窗口。作为老工业基地城市，当地的制造业基础 雄厚，汽车、高铁制造技术领跑全球。 在长春新质生产力发展促进中心，代表团先后参观了科技成果转化路演区、技术交易区、知识产权服务 区、高校科研机构及产业成果展览展示区等功能区域。 来自津巴布韦的代表凯瑟琳·哈马米提表示，希望将长春的汽车制造技术引入津巴布韦，促进当地汽车 产业发展。 第22届长春国际汽车博览会正在举行。其间，长春国际商会与8家共建"一带一路"国家商协会签署合作 备忘录。长春市汽车行业协会、长春永春生物医药城、长春国际陆港发展有限公司分别展示了各自领域 的优势与发展潜力。 长春国际商会副会长张书野表示，此次签署合作备忘录的共建"一带一路"国家商协会，涵盖了不 ...

Investment Rating - The report maintains a "Weaker than Market" investment rating for the U.S. stock market [1] Core Insights - The U.S. stock market experienced narrow fluctuations with most sectors declining, as the S&P 500 fell by 0.3% and the Nasdaq by 0.1% [3] - There were 8 sectors that increased while 16 sectors decreased, with notable gains in Energy (+2.6%), Semiconductor Products and Equipment (+2.4%), and Transportation (+1.2%) [3] - Conversely, sectors that saw significant declines included Telecommunications (-4.8%), Insurance (-2.6%), and Banks (-2.5%) [3] Summary by Sections Market Overview - The S&P 500's estimated fund flow was -$5.7 billion this week, a decrease from the previous week's +$23.4 billion, with a total of +$216.4 billion over the last 13 weeks [4] - Fund inflows were observed in 11 sectors, with Semiconductor Products and Equipment leading at +$17.2 billion, followed by Transportation (+$6.0 billion) and Energy (+$4.1 billion) [4] - Sectors experiencing fund outflows included Software and Services (-$15.9 billion) and Automotive and Parts (-$8.2 billion) [4] Earnings Forecast - The dynamic F12M EPS forecast for S&P 500 constituents was adjusted upward by 0.3%, following a 0.2% increase the previous week [5] - Earnings expectations were raised for 21 sectors, with the highest adjustments in Integrated Finance (+0.8%), Automotive and Parts (+0.8%), and Semiconductor Products and Equipment (+0.8%) [5] - Three sectors saw downward revisions, notably Healthcare Equipment and Services (-1.0%) and Telecommunications (-0.2%) [5] Price Performance - The Energy sector recorded a price return of +2.6% this week, while the Telecommunications sector saw a decline of -4.8% [15] - Over the past 52 weeks, the Energy sector has increased by 5.1%, while the Telecommunications sector has decreased by 4.0% [15] - The Semiconductor Products and Equipment sector has shown a remarkable increase of +48.0% over the past 13 weeks [15] Fund Flow Analysis - The Industrial sector led with a net fund inflow of $781 million this week, followed by Energy with $409 million [19] - The Semiconductor Products and Equipment sector also saw significant inflows of $1.716 billion, indicating strong investor interest [19] - In contrast, the Software and Services sector experienced the largest outflow of -$1.594 billion [19]

据了解，中国联通智慧纪检平台涵盖信访举报、审查调查、案件审理、案件管理、监督检查、巡视巡 察、宣教研究、队伍建设、综合保障九个板块。此次增设的"线索案件自动督办"模块是对于案件管理板 块功能的进一步拓展，主要对尚未提出处置意见的线索、未办结的初核或函询线索、未转其他处置意见 的暂存线索、未结案件"四类事项"实施动态监控。同时，通过建立三级自动预警机制，在不同阶段以不 同频次向问题线索、案件承办人及承办处室主任等自动发送提醒，实现及时预警。 运用"线索案件自动督办"模块，驻中国联通纪检监察组可实时掌握全系统在办线索案件情况，并通过对 在办线索案件情况的分析研判，指导各级纪检机构有力有序办理线索案件。中国联通二级单位纪委负责 同志及案管人员等可通过平台实时查看案件办理阶段、时限及办理人信息，分级分类生成管理数据及明 细报表，从而实现对超时超期等情况的警示提醒。 "下一步，驻中国联通纪检监察组将面向中国联通各级纪检机构的案件监督管理人员，研发'在办线索案 件报表、指标体系'，便于及时掌握本单位全量线索案件办理的情况、单件线索案件办理情况等，用于 辅助案件监督管理，全方位助力提高线索案件办理质效。"驻中国联通纪检监察 ...

Group 1 - The story of the Ambani family illustrates a dramatic entrepreneurial investment saga, marked by internal family disputes following the death of Dhirubhai Ambani in 2002, which significantly impacted the development and stock performance of Reliance Group [2] - Mukesh Ambani successfully transformed Reliance Industries into India's most valuable company, showcasing his business acumen and wealth through the construction of the $2 billion private residence "Antilia" and the rapid growth of Jio in the telecom sector [2] - Jio attracted 100 million users in just 170 days, setting a record for the fastest growth in the telecom industry and fundamentally changing the landscape of Indian telecommunications [2] Group 2 - Mukesh Ambani's success is attributed to the effective combination of diversification strategy and economies of scale, particularly in the traditional petrochemical sector, where large-scale operations reduced production costs and enhanced competitive pricing [3] - The diversification into retail, telecom, and finance mitigated risks associated with reliance on a single industry, akin to investment portfolio theory, allowing for greater resilience against market fluctuations [3] - The launch of Jio involved significant infrastructure investment, which was synergized with existing retail operations to lower marketing costs and improve overall operational efficiency [3] Group 3 - Mukesh Ambani demonstrated keen insight into emerging market opportunities, particularly in the Indian telecom market, where he identified the potential for growth by addressing high prices and poor service quality [4] - Jio's low pricing strategy capitalized on the price elasticity of demand in the telecom sector, attracting a large customer base that had previously been deterred by high costs [4] - The substantial investment in network infrastructure not only improved service quality but also established a competitive advantage, allowing Jio to disrupt the existing market [4] Group 4 - The Ambani family's experience highlights the critical role of capital operations in business development, with significant investments in both petrochemical expansion and Jio's market entry being essential for growth [5] - Mukesh Ambani's early investments in Jio included substantial funding for infrastructure, technology development, and marketing, alongside strategic investments from major players like Facebook (now Meta), which provided both capital and expertise [5] - The narrative emphasizes the importance of balancing debt and equity financing to optimize capital costs and enhance competitive positioning through strategic partnerships [5]