Group 1: Digital Economy - The digital economy is experiencing rapid growth, with data production expected to increase by 25% in 2024, and the core industry's added value accounting for approximately 10% of GDP [2] - The total computing power is projected to reach 280 EFLOPS, and 5G base stations have reached 4.251 million [2] - Revenue and profit for the digital economy and its core industries are expected to grow by 5.9% and 2.7% respectively in 2024, with significant growth in information transmission, software, and IT services [2] Group 2: High-Tech Industry - The high-tech industry is showing positive development, with revenue and profit for sectors like pharmaceuticals and aerospace increasing by 8.9% and 7.5% respectively in 2024 [3] - The aerospace sector has seen revenue and profit growth of 10.5% and 26.3%, respectively, with significant achievements in commercial aircraft and lunar exploration [3] - The value added of high-tech manufacturing increased by 9.5% from January to May, with notable production growth in 3D printing and integrated circuits [3] Group 3: Robotics Industry - The robotics industry in China has rapidly developed, maintaining its position as the largest industrial robot market globally for 11 consecutive years, with effective patents exceeding 190,000 [4] - Average revenue growth for the robotics industry over the past two years is 10.2%, with specific segments like special operation robots and service robots growing by 28.4% and 12.4% respectively in 2024 [4] - Significant increases in production were noted in intelligent unmanned aerial vehicles and industrial robots, with production growth of 85.9% and 35.5% respectively in May [4]

1975年7月1日，中华人民共和国和泰王国正式建立外交关系，两国从此揭开友好交往的新篇 章。"中泰一家亲"的佳话深入民心，成为形容两国关系最生动贴切的写照。我亲身融入中泰关系蓬勃发 展的浪潮中，在泰学习、工作、交流的经历，让我对"中泰友谊金色50年"有了切身的观察和体会。 守望相助五十载 中泰友好传承千年，深植于文明交融之中。泰国是华人下南洋的主要对象国之一。如今在曼谷街 头，春节舞龙舞狮的锣鼓声与泼水节的欢笑声一样热闹；我身边的泰国朋友会用中文唱歌曲《中国 话》，而我也逐渐习惯用泰语点一杯泰式奶茶。 中泰民众的相知相亲，为两国关系发展奠定了最坚实的民意基础。值得一提的是，泰国王室对中泰 友谊的推动功不可没。诗琳通公主自幼学习中文，几十年来翻译了大量中国唐诗宋词和现代文学作品， 在泰国广为传播中华文化。她多次访华，足迹遍布中国各个省份，被亲切地誉为"最懂中国的泰国公 主"。2019年，中国政府授予诗琳通公主"友谊勋章"，表彰她对中泰友好交流的杰出贡献。 回望中泰建交五十年来的历程，两国关系之所以稳步前行，离不开双方始终秉持相互尊重、信任与 支持。 自建交以来，无论国际风云如何变幻，两国始终以心相交、守望相助、 ...

Group 1 - The China Securities Digital Economy Theme Index (931582) decreased by 1.16% as of July 1, 2025, with mixed performance among constituent stocks [1] - Longxin Technology (688047) led the gains with an increase of 8.09%, while Cambricon Technologies (688256) experienced the largest decline [1] - The Digital Economy ETF (560800) was quoted at 0.76 yuan, with a turnover rate of 1.41% and a transaction volume of 10.5772 million yuan [1] Group 2 - The Ministry of Industry and Information Technology issued the "Computing Power Interconnection Action Plan," aiming to establish a comprehensive standard system for computing power interconnection by 2026 and achieve nationwide public computing power standardization by 2028 [2] - The 2025 Global Digital Economy Conference will be held on July 2 in Beijing, featuring 46 thematic forums on emerging fields such as artificial intelligence and digital security [2] - The Digital Economy ETF closely tracks the China Securities Digital Economy Theme Index, which reflects the overall performance of listed companies in high digitalization application areas [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the China Securities Digital Economy Theme Index accounted for 51.3% of the index [3] - The top ten stocks include Dongfang Caifu (300059), SMIC (688981), and Northern Huachuang (002371), among others [3][4]

Core Insights - The Yibin High-speed Rail South Area is experiencing significant development advantages due to the convergence of Chengdu-Guizhou, Chengdu-Yichang, and Yuxi-Kunming high-speed rail lines [1] - The area is rapidly evolving into a new economic and urban center, with various infrastructure and commercial projects underway [2][8] Infrastructure Development - The Yibin Urban Sports and Cultural Complex, a key venue for the 15th Sichuan Games, has completed its main structure [2] - The M0 Digital Economy Industrial Community has opened, welcoming 19 initial enterprises [2] - Major educational and healthcare facilities, including top-tier institutions, are being established in the area, with a national-level medical center expected to be completed by the end of this year [3] Economic Growth and Investment - The High-speed Rail South Area has attracted over 140 enterprises with an investment of approximately 16 billion yuan, focusing on digital economy, urban industry, and modern services [4] - The area aims to achieve a total industrial output value of 25 billion yuan and a retail sales volume of 8-12 billion yuan by 2028 [8] New Business and Technology Initiatives - The Yibin Intelligent Manufacturing Center is set to open by the end of this year, with 116 quality enterprises already attracted [4] - The area is fostering new consumption and application scenarios, including a humanoid robot innovation demonstration zone and a digital art center that has received nearly 60,000 visitors [6][7] Future Development Goals - The High-speed Rail South Area is on track to become a modern urban center, aiming to attract 50,000 to 60,000 industrial residents and 140,000 to 150,000 permanent residents by 2028 [8]

Group 1: Domestic Oil Price Adjustment - A new round of domestic refined oil price adjustment will begin at 24:00 on July 1, with predictions indicating an increase of 600 CNY per ton for gasoline and diesel, translating to a rise of 0.49-0.51 CNY per liter [2] Group 2: Shanghai LEGO Resort Opening - The Shanghai LEGO Resort will open on July 5, featuring a six-tier ticket pricing system, with children's one-day tickets starting at 255 CNY and adult tickets as low as 319 CNY [3] Group 3: Global Digital Economy Conference - The 2025 Global Digital Economy Conference will be held from July 2 to July 5 in Beijing, showcasing new technologies and products, and hosting 46 thematic forums focused on emerging fields such as artificial intelligence and digital security [4] Group 4: Stock Unlocking Events - Over 816 billion CNY in market value of restricted stocks will be unlocked in the A-share market from June 30 to July 4, with 68 stocks facing unlocking, including Zhong无人机 with a market value exceeding 200 billion CNY [5][6] Group 5: New Stock Opportunities - One new stock, Tongyu New Materials, is set to be issued on the ChiNext board from June 30 to July 4, focusing on the research, production, and sales of electronic resins primarily used in copper-clad laminate production [9][10]

Core Viewpoint - The strategic partnership between Hainan Huatie and RWA Research Institute aims to integrate real-world assets (RWA) with the digital economy, marking a significant step in the digital transformation of traditional industries in China [2][3]. Group 1: Strategic Cooperation - Hainan Huatie announced a deep strategic cooperation with RWA Research Institute on June 25, focusing on three main areas: asset on-chain value reassessment, industry standard formulation, and global circulation practices [2]. - This collaboration represents the first instance of a Chinese entity establishing a compliant ecosystem for RWA that connects policy, technology, and cross-border operations [2]. Group 2: Asset Valuation and Digital Transformation - The partnership will develop a blockchain-based asset valuation model that covers the entire lifecycle of equipment, integrating IoT dynamic data, computing power demand indices, and market circulation factors [3]. - The model aims to redefine the value of traditional physical assets into digital assets, enhancing their liquidity and financial attributes [3]. Group 3: Regulatory Framework and Cross-Border Solutions - The recent RWA sandbox project regulations and stablecoin issuance guidelines from the Hong Kong Monetary Authority provide a regulatory framework for Chinese real assets to enter global markets [4]. - Hainan Huatie plans to contribute to the development of the "RWA Project Evaluation Standards," facilitating the cross-border circulation of engineering equipment and computing resources [4]. Group 4: Practical Applications and Market Development - The establishment of the "RWA + Real Economy" joint laboratory will accelerate the implementation of three key industry scenarios: on-chain fractional leasing of engineering equipment, the creation of a trading market for computing resources, and a cross-border leasing platform for high-tech equipment in Southeast Asia [6]. - The collaboration also aims to explore green finance models that link computing power assets with carbon assets, supporting the green "Belt and Road" initiative [6]. Group 5: Overcoming Challenges in RWA Implementation - The partnership addresses three major challenges in RWA implementation: solving the "asset scarcity" issue through the scale of physical assets, overcoming "going global" difficulties with the Hong Kong compliance framework, and reducing "trust costs" through hardware-level on-chain solutions [7]. - The formation of a global circulation paradigm for "on-chain Chinese assets" is expected to drive the deep integration of the digital economy with the real economy, injecting momentum into the development of new productive forces [7].

Core Viewpoint - The event held in Hangzhou emphasizes the importance of green and low-carbon development as a crucial part of China's economic and social planning, advocating for collective action to combat climate change and promote sustainable practices [4][5]. Group 1: Green Low-Carbon Development Initiatives - China has implemented a comprehensive "1+N" policy framework to achieve carbon peak and carbon neutrality, focusing on energy structure adjustment, carbon market establishment, and enhancing carbon sink capabilities [4]. - The event featured the release of significant reports, including the "2025 Product Carbon Footprint Management System Progress Report" and the "2024 China Climate Change Adaptation Progress Report," highlighting advancements in carbon management [5]. - Zhejiang province showcases successful green transformation initiatives, such as converting bamboo into carbon sinks and recycling plastic bottles into high-end products, demonstrating that green transformation is a core driver of high-quality development [5][7]. Group 2: Technological Innovations in Low-Carbon Development - Hangzhou has introduced innovative technologies like quadruped robots for environmental monitoring, significantly reducing carbon emissions and enhancing emergency response efficiency [8][9]. - The city has achieved a notable reduction in energy consumption, with GDP energy consumption dropping to 0.25 tons of standard coal, while the share of non-fossil energy continues to rise [9]. - The establishment of a comprehensive intelligent monitoring network in Yuhang district integrates AI and environmental governance, promoting effective pollution reduction and carbon management [10]. Group 3: Community Engagement and Sustainable Practices - The event encourages community participation in low-carbon practices, with initiatives like household waste recycling carbon reduction accounting systems and carbon accounts for residents [10]. - The promotion of green consumption is evident, with products like West Lake Longjing tea and Qiandao Lake water receiving carbon labels, reflecting a growing trend towards sustainable consumer choices [9]. - Yuhang district has developed a low-carbon international community, integrating low-carbon principles into urban planning and fostering a collaborative approach to environmental protection [10].

广州天河汇聚了60余万家企业，总量全市第一，吸引30万创新人才云集。天宣供图 这个6月，天河很"热"——中国人工智能（广州）产业园刷新进度条；国家级专精特新"小巨人"企业领信数科总部落户、中交冷链（广州天河）智慧产业园 启航，一个个重点项目结出硕果。 这个6月，天河很"忙"——招商马不停蹄，金融方城开园即迎全球考察团。天河张开怀抱，迎全球投资者，探发展新机遇。 珠江潮涌处，风鹏正举看天河。当全球投资者投下"信任票"，如今的天河，汇聚了60余万家企业，总量全市第一，日均新增注册企业超600家，吸引30万创 新人才云集，铸就"聚企引才"超级引力场，炼成驱动产业向新发展的强引擎。 风帆更劲海天阔。在建区四十年的关键节点，把握十五运会和残特奥会举办的历史机遇，天河以"12126"现代产业体系锚定未来坐标，千亿级产业集群与新 兴赛道向世界张开怀抱，邀约全球企业共绘高质量发展的时代画卷。 "汇天河，筑未来！"选择天河，就是选择与世界创新脉搏、全球金融资本同频共振，共享新质生产力澎湃动能，赢定无限可能。 "重仓"天河，恰逢其时 产业兴则天河兴。大抓产业，天河决心如磐。 "天河将以最强的决心、最大的力度、最实的举措大抓产业、 ...

Group 1 - Changsha's GDP is projected to reach 1.52 trillion in 2024, with a growth rate of 5.0%, making it one of the top six cities in China [3] - The city has the lowest housing price-to-income ratio in the country, with young people facing only one-third of the home-buying pressure compared to major cities like Beijing and Shanghai [3] - Changsha is home to seven major trillion-yuan industrial clusters, with significant contributions from manufacturing, particularly in construction machinery [3] Group 2 - The city attracts around 200,000 young people annually, primarily aged 18-35, due to its affordable living costs and vibrant lifestyle [5] - Changsha's social retail sales are projected to reach 579.7 billion in 2024, ranking it among the top fourteen cities in China [5] - The nightlife and cultural scene in Changsha are thriving, with a strong emphasis on leisure and entertainment [5] Group 3 - Changsha is developing a dual-core model of "hard technology" and "new consumption," with advancements in computing and artificial intelligence [7] - The digital economy in Changsha is expected to reach 500 billion in 2024, establishing it as a new first-tier digital city [7] - The city integrates technology with local culture, enhancing its appeal through innovative culinary experiences and digital content creation [7] Group 4 - The collaboration between Changsha, Zhuzhou, and Xiangtan is creating a robust regional economic engine, with a focus on automotive industry supply chains [9] - The completion of the Xiangluozhou Bridge has established a "half-hour living circle," improving connectivity between the three cities [11] - This regional cooperation is expected to attract over 60 billion in investments through key projects [9][11] Group 5 - Changsha's success is attributed to its ability to retain young talent through affordable housing, a strong manufacturing base, and a vibrant consumer culture [13] - The city has positioned itself as a competitive force in central China, challenging traditional powerhouses like Wuhan and Zhengzhou [13] - Changsha's approach emphasizes a balance between aspiration and practicality for its residents [13]

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 导读：在全球经济数字化转型的浪潮中，数字金融已成为金融领域变革与创新的核心驱动力。自中央金融工作会议将数字金融列为需重点 做好的"五篇大文章"之一，其战略地位愈发凸显。准确把握数字金融的定义、梳理其历史沿革，并深入剖析在一级市场中的定位与发展历 程，对于理解金融体系变革、把握市场机遇、制定合理政策具有重要意义。 01 数字金融由来 数字经济作为国民经济的重要组成部分，其定义与范畴在《数字经济及其核心产业统计分类2021》和《工业重点行业领域设备更新和技术改造指南》中得 到了明确界定。根据该分类标准，数字经济可分为数字产业化和产业数字化两大板块。数字金融既是金融机构服务、赋能数字经济的过程，也是数字经济 反哺改造金融机构的方式。产业数字化与数字产业化在金融领域的应用呈现出明显的差异化特征，产业数字化主要表现为金融机构利用物联网、大数据等 技术对传统业务流程的改造，而数字产业化则体现在金融科技企业的产品创新上。二者共同推动数字金融生态的多元化发展。 数字金融的发展经历三个主要阶段：萌芽期（1990-2000年）20 世纪 90 年代，互联网技术在全球迅速 ...