只有深入一线，才能真正发现问题。余杭区纪委监委发动特约监察员下沉未来科技城等产业集聚 区，监督推动助企政策落地，激励加速技术转化。联合区企业综合服务中心、审管办等职能部门开展为 企服务大走访，收集归纳企业反映突出问题380余个。一线调研走访了解政策落实情况、"面对面"倾听 企业心声也成为余杭纪检监察组织为发展新质生产力护航的重要方式。今年1-6月，余杭区纪委监委共 推动上线政策284条，兑付企业8.34万家次，兑付资金21.07亿元。 发展新质生产力要因地制宜，护航新质生产力发展，也必须找准监督的切入点和着力点，紧盯重点 产业重大项目。余杭区纪委监委以清廉开发区（园区）建设为重要抓手，把政治监督精准嵌入新质生产 力高质量发展，在监督推动下，今年以来，未来科技城研究出台了《杭州未来科技城未来产业专项资金 评审办法》以及《梦想小镇加快发展新质生产力"筑梦八条"专项支持举措实施办法》，为产业发展提供 有力的政策支持和资金保障；人工智能小镇入选首批杭州市人工智能产业生态创新空间，成为人工智能 产业发展的重要集聚地；持续擦亮"中国飞谷"品牌，吸引低空经济项目35个，累计开通医疗服务、物流 配送、即时配送、城乡治理等领域 ...

Group 1: Report Industry Investment Rating - No information provided on the report industry investment rating Group 2: Core View - On July 17, all four major stock index futures contracts for the current month rose. IF rose 0.74%, IH rose 0.37%, IC rose 1.17%, and IM rose 1.41%. The overall sentiment in the stock index futures market remains positive in the absence of negative news [1]. - The total trading volume of stock index futures rebounded on this trading day, indicating an increase in investors' trading enthusiasm. The A - share market fluctuated upwards, with the ChiNext Index surging, and theme stocks blooming in multiple areas. The computing power industry chain led the gains [1][2][6]. Group 3: Summary by Relevant Catalogs 3.1期指期现数据跟踪 - **IF Contracts**: The closing prices of IF2507, IF2508, IF2509, and IF2512 all rose, with increases of 0.74%, 0.90%, 0.93%, and 0.86% respectively. The trading volumes of IF2507 decreased by 3881, while those of IF2508, IF2509 increased by 6646 and 4243 respectively. The open interests of IF2507 decreased by 8803, while those of IF2508, IF2509, and IF2512 increased [1]. - **IH Contracts**: The closing prices of IH2507, IH2508, IH2509, and IH2512 all rose, with increases of 0.37%, 0.36%, 0.39%, and 0.42% respectively. The trading volume of IH2507 decreased by 2826, while those of IH2508 increased by 4245. The open interests of IH2507 decreased by 4717, while those of IH2508, IH2509, and IH2512 increased [1]. - **IC Contracts**: The closing prices of IC2507, IC2508, IC2509, and IC2512 all rose, with increases of 1.17%, 1.27%, 1.33%, and 1.31% respectively. The trading volume of IC2507 decreased by 9192, while those of IC2508, IC2509, and IC2512 increased. The open interests of IC2507 decreased by 13453, while those of IC2508, IC2509, and IC2512 increased [1]. - **IM Contracts**: The closing prices of IM2507, IM2508, IM2509, and IM2512 all rose, with increases of 1.41%, 1.42%, 1.42%, and 1.38% respectively. The trading volume of IM2507 decreased by 5989, while those of IM2508, IM2512 increased. The open interests of IM2507 decreased by 11744, while those of IM2508, IM2509, and IM2512 increased [1]. 3.2期指前20大会员持仓增减 - For IF contracts, the long - position changes varied among different contracts. For example, IF2507 had a decrease of 5135 in long - positions, while IF2508 had an increase of 7879. The short - position changes also differed, such as IF2507 having a decrease of 5921 [5]. - For IH contracts, IH2507 had a decrease of 3596 in long - positions and a decrease of 3491 in short - positions. IH2508 had an increase of 4081 in long - positions and an increase of 4524 in short - positions [5]. - For IC contracts, IC2507 had a decrease of 9941 in long - positions and a decrease of 10434 in short - positions. IC2508 had an increase of 7871 in long - positions and an increase of 7792 in short - positions [5]. - For IM contracts, IM2507 had a decrease of 7609 in long - positions and a decrease of 8680 in short - positions. IM2508 had an increase of 7929 in long - positions and an increase of 8536 in short - positions [5]. 3.3趋势强度 - The trend strength of IF and IH is 1, and the trend strength of IC and IM is also 1. The trend strength ranges from - 2 to 2, with - 2 being the most bearish and 2 being the most bullish [6]. 3.4重要驱动 - Potential Fed Chairman candidate Kevin Warsh believes that Trump's public pressure on the Fed is correct. The Fed has stepped into policy areas beyond its scope under Powell's leadership and should not overly worry about inflation caused by Trump's tariffs [6]. - The EU is drafting a tariff list on US service industries in preparation for an escalation of the trade war. If negotiations fail, the EU plans to levy fees on US digital services such as advertising services [6]. - The A - share market fluctuated upwards. The Shanghai Composite Index rose 0.37%, the Shenzhen Component Index rose 1.43%, and the ChiNext Index rose 1.75%. The A - share trading volume reached 1.56 trillion yuan, compared with 1.46 trillion yuan the previous day. The computing power industry chain exploded again, with CPO and PCB sectors leading the gains [6].

105条硬核措施！广州2025营商环境"大礼包"来了 探索组建100亿元未来产业科技创新基金、200亿元产业发展基金；给小微企业融资"背书"，推动推荐清 单内的小微企业"能贷快贷"；给企业"画像"，让"政策找人"，实现政策红利精准触达；创新"AI导 办""AI审批"智慧登记新模式，推动实现"24小时登记不打烊"……7月17日，《广州市2025年优化营商环 境重点任务及措施清单》（以下简称《重点任务及措施清单》）在广州市发展和改革委员会官方网站发 布，围绕市场环境、法治环境、投资贸易环境、政务服务环境4个方面提出30项年度重点任务，以105条 具体措施为企业送上"大礼包"。 持续建设激发产业发展活力的市场环境 《重点任务及措施清单》首先提出，要持续建设激发产业发展活力的市场环境，聚焦维护公平竞争市场 秩序、提升产业营商环境、降低企业综合成本、提升中小微企业融资服务质效、引导金融资源向科技创 新领域配置、强化知识产权保护和运用等方面，提出34条措施。 在维护市场秩序方面，全面开展市场准入壁垒清理整治行动；在招标投标领域推广分散评标和远程异地 评标；设立公平竞争审查投诉举报渠道；深入开展医疗保健、平台经济等重点领域 ...

海垦集团推动现代农业全产业链发展，驱动农业品牌升级 "链"上发力 奔赴广袤市场 宾朋满座，海南省农垦投资控股集团有限公司（以下简称海垦集团）再一次与国内外客商欢聚于"链博时 间"。 自动化的智能割胶机解放生产力；海垦渔获产品锁住深海第一口鲜；"海垦玉"新品种鲜食玉米诉说种业 创新力量从实验田到餐桌的喜悦…… 第三届中国国际供应链促进博览会（以下简称链博会）期间，海垦集团在"绿色农业链"展设置独立展 区，全景式展示热带农业全产业链创新成果，踏出"链"接世界，共创未来的坚实一步。 A "链"通产业 构建现代农业矩阵 焦点更实，场景更新，印象更深。连续两年亮相，展会嘉宾们发现海南农垦"链"味更浓。 "智能化的精细操作，正在革新林间生产力。"在海垦集团展区，点击手机屏幕上的指令，第四代智能割 胶机细致、精准地在橡胶树桩上留下均匀的割线，令现场嘉宾们感到十分新奇。 海垦集团展区的第四代智能割胶机。北京绿色海垦农产品销售有限公司供图 外籍客商在选购海南农垦产品。北京绿色海垦农产品销售有限公司供图 海南日报全媒体记者 邓钰 通讯员 李骁可 王海婷 "智能割胶机能支持手机和电脑端批量控制。"展区工作人员介绍，一"键"令下，可 ...

Core Viewpoint - The article discusses the impact of the US's proposed 36% "reciprocal tariffs" on Thailand's economy, which has a high external dependency of around 120%. It emphasizes the need for China and Thailand to strengthen practical cooperation to mitigate the effects of the US tariff war, particularly in emerging sectors like digital economy and artificial intelligence [1]. Group 1: Economic Cooperation - China has been Thailand's largest source of investment for five consecutive years and the largest trading partner for twelve years, highlighting the deepening economic ties between the two nations [1]. - The two countries are committed to enhancing strategic cooperation, having elevated their relationship to a comprehensive strategic partnership in 2012 and signed a "Belt and Road" cooperation memorandum in 2017 [2]. - The joint efforts in infrastructure development, particularly in transportation, are crucial for enhancing trade and economic integration between China and ASEAN, with projects like the China-Laos Railway and the ongoing construction of the China-Thailand Railway [3]. Group 2: Industry Development - Thailand's "Thailand 4.0" strategy aims to develop ten key industries, including automotive manufacturing, smart electronics, and digital economy, positioning itself as a significant player in the global market [4]. - The collaboration in emerging industries such as semiconductors, electric vehicles, and high-end electronics is expected to enhance supply chain connectivity between China and Thailand [2]. Group 3: Technological and Educational Collaboration - The article highlights the importance of aligning standards and regulations in emerging fields like artificial intelligence and digital economy to foster cooperation between China and Thailand [5]. - There is a strong emphasis on educational cooperation, with both countries aiming to develop a skilled workforce to support the growth of new productive forces, particularly in technology and vocational education [6].

Core Insights - The low-altitude economy is emerging as a comprehensive economic form that includes various applications such as medical rescue, urban security, agriculture, tourism, and logistics, utilizing manned and unmanned aerial vehicles below 1,000 meters [1][2] Group 1: Low-Altitude Economy Applications - The low-altitude economy includes innovative applications like flying backpacks for firefighters, delivery routes for fresh produce, and agricultural drones that significantly reduce operational time compared to traditional methods [1] - The integration of low-altitude transportation networks is expected to lower overall transportation costs and enhance the efficiency of economic activities [1] Group 2: Development Strategies - High-quality development of the low-altitude economy requires collaboration across various sectors, including urban planning and infrastructure development to support low-altitude transport facilities [2] - There is a need for optimizing the industrial chain and fostering cooperation among low-altitude economy enterprises and sectors like logistics, agriculture, tourism, and public services [2] - Emphasis on talent cultivation through industry-education integration is crucial for developing professionals with the necessary technical and management skills [2]

Group 1 - The core viewpoint of the news is that the low-altitude economy sector in the A-share market has experienced a collective rise, driven by a significant procurement agreement for eVTOL aircraft, marking a new record in China's eVTOL sector [1][2] - Autocraft from the UAE signed a procurement agreement worth $1 billion (approximately 71 million RMB) for 350 eVTOL aircraft developed by Shanghai's technology company, which is the largest single order for "air taxis" in China to date [1][2] - The low-altitude economy sector's overall index rose by 15.25% as of July 17, with notable individual stock performances, including Longxi Co. with a cumulative increase of 134.06% this year [2] Group 2 - The low-altitude economy industry includes segments such as low-altitude infrastructure, aircraft manufacturing, and operational support, with strong technical barriers in aircraft manufacturing [2] - The current phase of the low-altitude economy is crucial for realizing industrial logic, with some companies already showing good performance, suggesting a cautious approach for investors to select quality stocks [3]

Core Viewpoint - The establishment of the Yongchun Forestry Industry Research Institute marks a significant milestone in the development of the forestry industry in Yongchun County, serving as a collaborative innovation platform that integrates government, enterprises, universities, research institutions, and market users to promote sustainable development in the region [1][2] Group 1: Yongchun Forestry Industry Development - Yongchun County has developed a robust forestry industry characterized by three main pillars: bamboo industry, fragrance industry, and under-forest economy [1] - The bamboo forest area covers 18,000 hectares, with an annual bamboo production of 500,000 tons [1] - The fragrance industry has a total industrial chain output value exceeding 13.5 billion yuan, providing employment for over 30,000 people [1] - The under-forest economy spans 100,000 acres, generating an annual output value of over 500 million yuan [1] Group 2: Innovation and Research - The newly established Youth Doctor Workstation aims to implement a "three transformation model" focusing on practical teaching and research in the field, moving from traditional laboratory settings to hands-on agricultural education [2] - The workshop emphasized discussions on technological innovation driving the transformation and upgrading of Yongchun's forestry industry, enhancing the value chain, and achieving green sustainable development [2]

Group 1: Core Insights - The report highlights the significance of the BRICS cooperation mechanism in enhancing the voice of Global South countries in international affairs and promoting a fairer international order [1][9] - BRICS has evolved from a dialogue platform to a comprehensive strategic cooperation mechanism covering various fields, becoming a vital platform for cooperation among Global South countries [2][6] Group 2: Key Themes of BRICS Cooperation - "Peaceful BRICS" aims to establish a common security framework, positioning BRICS countries as stabilizing forces in a turbulent international environment [2] - "Innovative BRICS" focuses on technology-driven industrial upgrades, enhancing economic resilience and competitiveness through collaboration in sectors like 5G, AI, and renewable energy [3] - "Green BRICS" explores sustainable development paths, with China leading renewable energy projects in various BRICS nations, contributing to high-quality economic growth [3] - "Just BRICS" emphasizes the need for reform in global governance, enhancing the international representation and voice of developing countries [4] - "Cultural BRICS" promotes cultural exchanges and mutual understanding, with initiatives like the BRICS University Alliance fostering academic collaboration [5] Group 3: Expansion and Opportunities - The recent expansion of BRICS has increased its global population coverage to over 50% and its contribution to global economic growth to over 50%, creating new opportunities for high-quality development [6][9] - The digital transformation presents strategic opportunities for BRICS, leveraging technological advantages to build a self-sustaining digital economy [7] - Energy cooperation among BRICS countries aims to diversify supply sources, enhancing resource complementarity and collaboration in traditional and renewable energy sectors [8] - The expanded BRICS network enhances regional connectivity, optimizing global logistics and trade efficiency [8] Group 4: "BRICS+" Cooperation Model - The "BRICS+" model attracts more Global South countries, enhancing cooperation networks and promoting a fairer international order [9][10] - The model focuses on development, integrating economic resources and market potential to address global economic governance challenges [10] - "BRICS+" fosters cultural cooperation and dialogue, promoting a diverse and harmonious global civilization [10]

Core Insights - The establishment of the first low-altitude aircraft aerodynamic research wind tunnel in Guangdong marks a significant advancement in the infrastructure for low-altitude economic research in the Guangdong-Hong Kong-Macao Greater Bay Area [1][2] - The wind tunnel integrates advantages of aviation-grade wind tunnels and industrial-grade wind walls, filling a gap in transitioning from laboratory research to real-world validation for low-altitude aircraft [1] - The comprehensive testing ground for unmanned systems, which includes both physical and digital testing environments, enhances the capabilities for product quality assurance and technical validation for drone manufacturers and research institutions [1][2] Industry Developments - Guangdong has approved nearly 10 major low-altitude economic projects since June 2025, with a total investment exceeding 6.6 billion yuan, indicating a robust growth trajectory in the low-altitude economy [2] - The Guangdong Provincial Government has outlined a development plan for the low-altitude economy from 2024 to 2026, proposing 29 initiatives aimed at achieving a scale of over 300 billion yuan by 2026 [2] Competitive Advantages - The Greater Bay Area's advantages lie in strong policy support, a complete industrial chain, and diverse application scenarios, particularly in cities like Guangzhou, Shenzhen, and Zhuhai [3][4] - Guangzhou is rapidly developing in sectors such as flying cars and agricultural drones, supported by local companies like Guangzhou Automobile Group and Xiaopeng Huitian [3] - Shenzhen boasts a mature drone industry chain with leading companies such as DJI and others, forming a comprehensive ecosystem for drone manufacturing and development [3] - Zhuhai serves as a key base for general aviation, housing significant companies like AVIC General Aircraft, contributing to a well-rounded general aviation industry chain [3] Future Prospects - The low-altitude economy in Guangdong is expected to expand into various applications, including air logistics, commuting, and tourism, with significant growth potential in related infrastructure such as control centers and data hubs [4]