"十四五"以来，冬小麦干热风预警提示农业农村部门及时采取"一喷三防"等措施，助力粮食增收83亿 斤。围绕能源保供，气象服务能源产-供-储-销全链条，支撑2000多个新能源场站利用风、光资源精准发 电调度。围绕交通保畅，气象、公安、交通运输部门建立"一路三方"预警联动机制，优化提升路段的交 通事故数量同比下降51%。围绕新质生产力保稳，开发巨灾保险、天气衍生品、气候投融资等绿色和普 惠的金融气象服务产品，服务金融高质量发展，推进"气象数据要素×"行动，有力支撑低空经济、新能 源产业等多个行业领域。 南都讯 记者王玮 发自北京 10月11日，国新办召开"高质量完成'十四五'规划"系列主题新闻发布会，介 绍"十四五"时期气象高质量发展情况。中国气象局局长陈振林表示，在守护生命安全方面，各地政府均 建立了以气象预警为先导的应急响应联动机制，气象灾害防御纳入基层综合防灾减灾体系。气象联合水 利、自然资源等部门共同制作发布山洪和地质灾害风险预警，强化直达基层的临灾预警"叫应"机制，形 成防灾减灾工作闭环。 陈振林表示，"十四五"时期，因气象灾害造成的经济损失占GDP比例平均下降0.12个百分点。 在助力生产发展方面，气象 ...

"我们这边的苹果普遍在3月中下旬开花，到10月份收获采摘，中间要经历6到7个月的时间。在此过 程中，各种自然灾害和异常天气都可能影响苹果最终的产量和品质。造成风险概率最大的是冰雹，会影 响任一生长关键点；花期遭遇霜冻可能干扰疏花定果；如果膨大期遇上旱情，苹果品质也会受到较大影 响。"在采访某地苹果产业发展情况时，当地农业农村部门的负责人告诉《金融时报》记者。在之后的 实地调研中记者发现，不同苹果种植主体应对自然灾害可能造成风险损失的理念和举措有所不同。在地 方财政的补贴支持下，遭遇灾害相对频繁、通过农险赔付重获生产经营能力的农业主体，多数已培养起 投保政策性种植险的意识；前期投入较大的规模化种植主体更倾向于在信贷资金支持下搭建防雹网，以 物理方式降低冰雹灾害影响；当地中小银行机构也会在灾害发生后阶段性推出增信和续贷服务，支持更 多农户有序恢复生产生活。 在近几年的采访中，记者发现，基于建设农业强国目标以及极端天气事件频发、全球气候变暖的客 观实际，不同地区金融部门在助力农业减灾防灾方面都进行了有针对性地探索。事实上，防灾减灾本就 是一项长期且系统的工程，落到农业领域和金融支持层面又尤为复杂。具体而言，由于经营 ...

2025年资本市场下半程的号角已然吹响。7月24日，中国证监会召开证监会系统党的建设暨2025年年中 工作会议。会议部署的下半年七大重点任务，不仅为资本市场稳预期、防风险、促改革锚定航向，更 以"持续推进债券、期货产品和服务创新"为核心抓手，擘画期货市场服务国家战略的清晰路径。在"经 济高质量发展的确定性"这一宏观基调下，期货市场正从传统的"价格发现工具"向"国家战略护航者"跃 升，其深刻内涵值得深入解读。 向"新"发力： 期货创新紧扣国家战略主线 服务新质生产力，构建现代化产业支撑体系是期货市场的核心使命。当前，我国新能源、新材料等新兴 产业快速扩张，但上游原材料的价格波动（如锂、钴、工业硅等）和下游需求的不确定性，是困扰企业 稳健经营的"卡脖子"难题。期货市场的破题之道在于加速填补风险管理空白：一方面加快推出新能源金 属期货、生物基材料期权等品种，形成从矿产开采到终端产品的闭环风险对冲链条，降低"双碳"转型中 企业的成本波动风险；另一方面，以期货交易所为平台，加速碳期货上市，探索环保技术专利证券化衍 生品，为绿色技术研发提供长期的资本支持。 一是实现功能跃升，从交易市场到生态平台。中国证监会召开的年中工作 ...

Core Insights - Extreme weather events are increasingly impacting global commodity markets, with significant effects on supply and demand dynamics across various sectors [1][2][3] Group 1: Impact on Commodity Markets - The extreme heat in the Northern Hemisphere has led to record high temperatures in regions such as Spain, France, and Italy, while the Southern Hemisphere is experiencing unprecedented cold [1] - Extreme weather is identified as a key factor affecting global economic stability, with events like heatwaves and droughts posing significant threats to agricultural supply chains [2][3] - High temperatures are causing electricity shortages in certain areas, which may disrupt industrial production continuity [2][3] Group 2: Price Movements and Market Reactions - The coal, non-ferrous metals, and steel sectors in the A-share market have seen significant price increases, with indices rising by 7.22%, 10.75%, and 17.94% respectively since July [3] - In the futures market, coal and steel indices have surged by 38.47% and 2.56% respectively, reflecting strong demand driven by extreme weather conditions [3][4] - Agricultural markets are experiencing mixed effects, with high temperatures potentially leading to reduced yields for crops like corn and wheat, while also benefiting others like soybeans under certain conditions [3][4] Group 3: Risk Management Strategies - Investors are advised to diversify their portfolios to mitigate risks associated with extreme weather, particularly in sectors highly sensitive to climatic changes [6][7] - The use of weather derivatives, such as temperature index futures, is recommended for hedging against potential declines in agricultural yields and price increases in commodities [8] - The development of weather-related financial instruments in China is progressing, with new temperature indices being introduced to help manage weather risks in agriculture and other sectors [8]

Group 1: Inclusive Finance Development - Inclusive finance is a crucial pathway for achieving social equity and economic inclusiveness, with discussions at the 2025 Lujiazui Forum focusing on enhancing the balance and accessibility of inclusive financial services [1] - Experts emphasize the need for collaboration among different financial institutions to promote high-quality development of inclusive finance, with policy banks playing a leading role in supporting underdeveloped areas through medium to long-term loans [3][5] - The challenges of inclusive finance, such as information asymmetry and high costs, are being addressed through innovations like mobile payments and digital banking, which have significantly improved global coverage and convenience [5] Group 2: AI Empowerment in Finance - Artificial intelligence (AI) is a key topic at the forum, with discussions highlighting its dual role in providing opportunities and challenges for the financial industry [8][12] - AI technology is deeply integrated into core financial business scenarios, driving efficiency improvements, particularly in risk control and compliance [10][13] - Financial institutions are increasingly adopting AI for various applications, including algorithmic trading and intelligent investment advisory, reshaping traditional business logic [10][13] Group 3: Green Finance Collaboration - The forum also addresses the pressing need for green finance in light of escalating climate change issues, with discussions on enhancing international cooperation and improving the green finance service system [14][16] - Experts point out that global performance in green finance is below expectations, necessitating continued efforts to tackle climate change and promote sustainable development [16] - Recommendations include establishing a standard system, fostering product innovation, and enhancing collaboration to address the challenges faced by green finance [17][20]

Group 1: Financial Support for New Productive Forces - The 2025 Lujiazui Forum emphasized the need for a diversified financial service system to support the development of new productive forces [1][3] - By the end of Q1 2025, loans to technology-based SMEs in both domestic and foreign currencies increased by 24% year-on-year, indicating growing financial support for tech enterprises [3] - Several financial institutions announced plans to focus on supporting cutting-edge fields such as artificial intelligence and the digital economy [3][5] Group 2: Equity Investment Cluster in Shanghai - The Shanghai government is accelerating the establishment of an equity investment cluster to better serve technology innovation [5][7] - This cluster aims to integrate technology enterprises, industry funds, and service institutions to facilitate long-term capital investment in "hard technology" sectors [7][9] - The Shanghai Technology Investment Building has gathered nearly 20 funds and investment institutions, creating a diverse capital matrix to enhance project financing efficiency [9] Group 3: Inclusive Finance Development - The forum discussed enhancing the balance and accessibility of inclusive finance services [10][12] - Experts highlighted the need for different financial institutions to collaborate, with policy banks focusing on underdeveloped areas through long-term loans [12] - The rise of mobile payments and digital banking has significantly improved the coverage and convenience of global inclusive finance [14] Group 4: AI Empowering Financial Innovation - Artificial intelligence is seen as a key driver for efficiency innovation in the financial sector, with applications in risk control and compliance [16][18] - AI is reshaping traditional business logic in financial markets, leading to automation and intelligent upgrades in financial services [16] - There is a consensus on the need to balance innovation with risk management, including establishing AI regulatory frameworks [18] Group 5: Green Finance Ecosystem - The forum addressed the challenges facing green finance and the necessity for collaboration to enhance the green finance service system [19][21] - Experts emphasized the importance of developing standards and tools to internalize external costs related to climate change [23] - Recommendations included creating national standards for carbon reduction and expanding the variety of carbon financial products [25][27]

Core Insights - The article discusses the impact of natural disasters on apple production and the varying responses of different agricultural entities to mitigate risks associated with these disasters [1][2] - It highlights the role of financial institutions in supporting agricultural disaster prevention and recovery efforts, emphasizing the need for tailored financial services [2][5] - The growth of agricultural insurance in China is noted, with a significant increase in premium scale and coverage, indicating a more robust risk management framework [3][4] Group 1: Agricultural Production and Risks - Apple production in certain regions typically flowers in mid-March and is harvested by October, facing risks from natural disasters such as hail and frost [1] - Different agricultural entities have varying strategies for risk management, influenced by their financial capabilities and experiences with past disasters [2] Group 2: Financial Support and Agricultural Insurance - In 2024, China's agricultural insurance premium scale reached 150 billion yuan, covering 147 million households and providing risk protection exceeding 5 trillion yuan [3] - The introduction of innovative insurance products, such as cost insurance and income insurance, has contributed to a diversified agricultural insurance system [3][4] Group 3: Policy and Regulatory Framework - In 2015, regulatory bodies established unified guidelines for agricultural insurance to mitigate adverse selection and enhance the governance of natural disaster risks [4] - The development of agricultural catastrophe insurance has gained traction, with pilot programs in eight provinces, indicating a growing recognition of its importance [4][9] Group 4: Financial Mechanisms and Innovations - Banks have developed rapid response mechanisms for disaster recovery, simplifying loan processes to support agricultural entities post-disaster [5] - The emergence of weather derivatives as a financial product aims to assist in risk management for agriculture, utilizing authoritative meteorological data [6] Group 5: Integration of Resources and Data Sharing - The need for better integration of agricultural disaster resources and financial services is emphasized, with a focus on overcoming information silos among various sectors [10] - Encouraging data sharing among banks and insurance companies can enhance the efficiency of financial services provided to agricultural entities [10]

Core Viewpoint - European utility companies are facing a "wind drought" that is pushing them to explore the lesser-known weather derivatives market to protect against prolonged periods of low wind conditions [1][5][10] Group 1: Wind Power Capacity and Challenges - Over the past decade, European utility companies have invested approximately $380 billion to nearly double the region's wind power capacity [1] - Despite increasing installed capacity, major wind power companies in Europe have reported significant negative impacts on their wind energy output due to the "wind drought" [5] - Wind speeds in Europe are projected to experience the largest drop since 1940 between February and April 2025, with Germany recording its lowest average daily wind speed since 1996 in April [1][5] Group 2: Financial Implications and Market Response - Wind power operators are purchasing contracts to hedge against actual wind energy production falling below expectations, transferring risk to counterparties like Munich Re and Swiss Re AG [6] - The number of hedging transactions for wind energy is higher this summer compared to previous years, driven by increased interest in weather derivatives due to the unpredictable nature of wind energy [7] - The financial challenges posed by the wind energy shortfall are compounded by high electricity costs, which remain above pre-energy crisis levels, making it expensive for companies to compensate for production gaps [10]

Core Viewpoint - The Shenzhen Futures Industry Association released the 2024 Social Responsibility Report, highlighting the commitment of 14 futures companies in Shenzhen to integrate social responsibility into their operations, enhancing their capabilities and supporting various economic initiatives [1] Group 1: Political Leadership and High-Quality Development - Shenzhen futures companies are guided by Xi Jinping's thoughts, emphasizing the political and public nature of the futures market, leading to high-quality development through strong party leadership [2] - Companies like CITIC Futures and Minmetals Futures have received honors for their research achievements, and many have integrated party building with business operations to support rural revitalization and investor education [2] Group 2: Empowering Rural Revitalization - The futures market's role in rural revitalization is evident through the expansion of "insurance + futures" services, with 5 companies conducting 291 transactions last year, a 45.50% increase, covering 20 agricultural products and 165 regions, providing protection for 6.286 billion yuan of agricultural products [3] - Innovative risk management tools have been developed to meet diverse needs, including temperature-indexed insurance tools to help farmers cope with extreme weather [3] - A total of 211 assistance projects have been launched, with nearly 80 million yuan invested, resulting in nearly 1.4 billion yuan in agricultural sales and over 90 training sessions to enhance awareness of futures derivatives among farmers [3] Group 3: Serving Industrial Enterprises - Shenzhen futures companies served approximately 21,500 industrial clients with a transaction volume of 22.24 trillion yuan, providing hedging services worth 2.43 trillion yuan to nearly 600 enterprises [4] - Over 400 companies received delivery services, facilitating the trading of nearly 80 billion yuan in bulk commodities, with tailored risk management solutions offered to support small and medium-sized enterprises [4] Group 4: Deepening Open Markets - Shenzhen futures companies have established 10 overseas subsidiaries, serving nearly 3,300 clients with rights exceeding 10 billion HKD, and helped over 300 foreign traders participate in the domestic futures market, with client rights reaching 31.1 billion yuan, a growth of over 40% [5] - The trading volume for foreign agents reached 134 million contracts, with a transaction value of 14.13 trillion yuan, enhancing China's influence on commodity pricing [5] - The industry is committed to investor education, with successful training programs in collaboration with local universities [5]