央视网消息：今年7月以来，湖北遭遇了持续性高温热浪天气，度过了1961年以来最热的7月上旬。监测数据显示，湖北7月上旬平均气温 达30.9℃，较常年同期偏高3.7℃。在这种天气下有什么措施能帮着防暑降温呢？来看记者在湖北武汉街头巷尾的观察。 记者来到湖北省武汉汉口火车站出租车上客的区域，现在武汉市市外的温度大概是在32℃—33℃左右。但实际上体感的温度还要更高，站 在户外大概一刻钟，记者热得一头汗。用测温枪测量室外的地表温度，看一下，超过了50℃，非常炎热。 在记者身后的这片区域安装了遮阳棚，实际上这里降温的装置不仅有遮阳棚。如果仔细看，可以看到遮阳棚上面还有安装了很多喷雾的装 置。通过不间断喷洒水雾，为汉口火车站出租车上客的区域进行降温。 走入这片喷雾区域，可以感到降温的效果非常明显，这里非常凉爽。测量一下这里的地表温度，只有不到40摄氏度了。和户外的地表温度 相比的话，有10多度的温差，降温的效果非常明显。记者从江汉区综管办所了解到，像这样的喷雾装置开启的时间是从早7时到晚7时。当然， 这个时间也不是固定不变的。如果是晚上天黑以后，气温依然十分炎热，还有很多旅客要进出站，喷雾装置开放的时间也会相应延长。 ...

Group 1 - The core finding of the report indicates that the top ten global solar photovoltaic module manufacturers are expected to ship a record 500 GW in 2024, nearly double the previous year's volume, despite these leading companies collectively incurring a loss of $4 billion [1] - The report highlights that these top manufacturers account for 62% of global production capacity and 89% of module shipments, showcasing a high level of industry concentration [1] - The ranking includes manufacturers from over 10 countries, with Jinko Solar leading the list with a score of 90.6, followed closely by JA Solar and LONGi Green Energy [2] Group 2 - Geographic expansion is identified as a key strategy to address trade challenges, with China remaining the dominant player in solar module manufacturing, while emerging competitors like India, South Korea, and Vietnam are rapidly closing the gap [3] - The report emphasizes a continuing trend of vertical integration among manufacturers, with a focus on upstream control, as top module producers increasingly integrate battery production into their operations [3] - Several companies are accelerating investments in wafer manufacturing, reflecting the industry's shift towards comprehensive vertical integration [3]

Group 1 - The ninth OPEC International Seminar highlighted China's significant role in global renewable energy development, particularly in solar and wind energy, and its contributions to energy security and green transition in developing countries [1] - OPEC emphasized two major challenges in the global energy market: insufficient energy investment leading to future affordability issues and the persistence of energy poverty in many regions, advocating for a comprehensive strategy for energy transition [1] - The OPEC report projected that renewable energy generation capacity increased by nearly 600 gigawatts since the last report, largely due to China's record additions in solar and wind power [1] Group 2 - The CEO of Nigeria National Petroleum Corporation praised China's substantial progress in clean energy transition, especially in solar energy, and emphasized the importance of applying China's experience to meet energy security needs in other developing countries [2] - The CEO highlighted China's contributions to overseas clean energy projects, such as hydropower in the Democratic Republic of Congo and solar power plants in Indonesia and Nigeria, showcasing China's role in global energy transition [2] - The collaboration between Nigeria and China has been impressive, with Nigerian companies eager to strengthen ties with Chinese firms to learn more technologies and seize business opportunities [2] Group 3 - The founder and chairman of Saudi International Power and Water Company acknowledged China's critical role in renewable energy development, stating that without China, the current reality of clean energy would not exist [3] - China's advancements in photovoltaic, wind energy, and electrification have provided feasible pathways for the global energy system, achieving both technological breakthroughs and price accessibility [3]

Group 1 - The 31st Lanzhou Investment and Trade Fair (Lanzhou Fair) concluded with a record 1,181 signed contracts totaling 650.82 billion yuan, marking a 7.64% increase from the previous year [1][2] - The projects signed at the fair primarily focused on key sectors such as new energy and equipment manufacturing, specialty agricultural products and food processing, new materials, petrochemicals, data information, biomedicine, and cultural tourism [1][2] - Industrial projects accounted for over half of the signed contracts, with a total value of 360.1 billion yuan, representing 55.4% of the total [3] Group 2 - The Lanzhou Fair featured 14 key investment promotion activities aimed at attracting investment, including events focused on new energy and equipment industries, and partnerships with central enterprises [2][3] - The fair attracted participation from over 4,000 enterprises and guests from more than 50 countries and regions, highlighting its significance as a major international trade and investment platform in Western China [3]

Company Overview - Hengchang Group International Limited primarily engages in electrical engineering services, solar business (supply and installation of solar photovoltaic components and equipment), and distribution system business (supply of distribution systems including distribution boards, junction boxes, cables, and switches) in China [2] Financial Performance - As of December 31, 2024, Hengchang Group International reported total revenue of 50.61 million yuan, a year-on-year decrease of 13.41% [1] - The company recorded a net profit attributable to shareholders of -15.10 million yuan, an increase of 41.02% year-on-year [1] - The gross profit margin stood at 6.39%, with a debt-to-asset ratio of 32.84% [1] Stock Performance - On July 10, the stock price closed at 0.6 HKD per share, reflecting a 17.65% increase with a trading volume of 2.64 million shares and a turnover of 1.52 million HKD [1] - Over the past month, the stock has seen a cumulative decline of 29.17%, while it has increased by 131.82% year-to-date, outperforming the Hang Seng Index's increase of 19.1% [1] Valuation Metrics - The average price-to-earnings (P/E) ratio for the construction industry (TTM) is 9.9 times, with a median of 0.39 times [1] - Hengchang Group International's P/E ratio is -2.37 times, ranking 187th in the industry [1] - Comparatively, other companies in the sector have P/E ratios of 0.95 times (HPC Holdings), 1.01 times (Pujiang International), 1.09 times (Ding Shi Tian Wang Global - New), 1.45 times (Ding Shi Tian Wang Global - Old), and 1.58 times (Indigo Star) [1]

Global Market Overview - Schroders has raised its rating on global equities due to weaker-than-expected tariff impacts and a significant decrease in the probability of global economic recession [1] - The resilience of U.S. corporate capital expenditure and the job market supports the equity market, leading to an upgrade of equity ratings from neutral to positive [1] - Emerging markets, particularly Europe, Greater China, and South Korea, are viewed as attractive investment opportunities [1] Fixed Income and Currency - U.S. Treasuries are seen as attractive in terms of valuation, but fiscal expansion and a steepening yield curve limit the potential for interest rate declines [1] - The U.S. dollar faces downward pressure due to narrowing interest rate differentials and macroeconomic policy uncertainties, benefiting emerging markets and local currency-denominated assets [1] Commodity Market Insights - Oil price increases driven by geopolitical risks in the Middle East are considered temporary, with expectations of a return to lower prices due to ample global supply and moderate demand in the medium term [1] - Gold remains a core asset supported by ongoing purchases from central banks, although profit-taking pressures should be monitored [1] Sector-Specific Analysis - The non-ferrous metals sector shows mixed performance, with copper prices stable due to inventory reductions and electrolytic aluminum prices supported by improved supply-demand dynamics [2] - The industrial manufacturing sector remains stable, but the automotive price war is a significant disruptive factor [2] - The solar photovoltaic industry is entering an adjustment phase after the "531" rush, preparing for future demand growth [2] Consumer and Technology Sectors - The consumer sector exhibits a new and old differentiation, with cultural exports gaining market recognition and new consumption sectors maintaining reasonable valuation levels [3] - The technology sector shows improved sentiment, driven by rising capital expenditure related to artificial intelligence in the U.S., which is expected to positively impact Chinese tech stocks [3] - The Hong Kong market is viewed positively due to an increase in high-quality companies and enhanced policy support, with many A-share companies choosing to list in Hong Kong [3]

转自：新华社 新华社北京7月7日电 推进市场设施高标准联通，是打破地理阻碍、加快要素流动的基础前提，也是建 设全国统一大市场的应有之义。 《中共中央 国务院关于加快建设全国统一大市场的意见》提出"推进市场设施高标准联通"，强调要"建 设现代流通网络""完善市场信息交互渠道""推动交易平台优化升级"。 近期，记者赴多地进行采访调研。一路行来，推动市场设施互联互通的最新进展令人印象深刻，实 现"物畅其流"在纵深推进全国统一大市场建设中的重要作用进一步彰显。 强化"硬联通" 基础设施更加高效连接 夏日暖阳，照射辽阔边疆。 位于新疆巴音郭楞蒙古自治州和静县的天山胜利隧道内，轰鸣的机器与扬起的沙土奏出繁忙的建设"交 响乐"。日前，这座世界最长高速公路隧道迎来8座竖井全部贯通的重要节点，为乌尉高速公路通车运营 奠定了基础。 "过去我们用火车将和静县的铁矿运往乌鲁木齐，要在巴伦台站上站后绕行到和静，然后在焉耆编组， 一路经过和硕、鱼儿沟、吐鲁番等地才能到达。"九洲恒昌物流股份有限公司副总经理姚国勇说，天山 胜利隧道通车后，穿越天山用时将大大缩短，该公司物流成本可减少7000万元左右。 连接"断点"、打通"堵点"，各地在全国 ...

第四届中国—中东欧国家博览会暨国际消费品博览会开幕 证券时报记者 陈雨康 尼日利亚的采购商弗兰西斯带着详细而丰富的采购清单来到了直采大会的现场：太阳能光伏板、电气设 备、电缆。这位多次参加直采大会的"中国通"，如今已在宁波、义乌都设立了贸易公司。 "早在2021年中国制造网国际站宁波直采大会上，我就找到了长期合作的优质中国供应商，助我成功开 拓了西非市场。"他表示，"这次，我要把新产品、新供应商带到撒哈拉以南地区。" 不少中国企业也出现在了本届博览会上。强化老"朋友圈"，拓宽新"朋友圈"，中国企业力争和中东欧合 作伙伴开辟更广阔的合作空间。 中东欧展区展览面积2万平方米，400多家展商、8000多种中东欧特色商品在此亮相。来自中东欧14国和 英国、法国、德国、西班牙、意大利等其他9个国家的435家企业参展，实现了从中东欧向"中东欧+"的 拓展。 来自匈牙利的数字化动物农场软件解决方案服务商Livestocker今年首次亮相中东欧博览会，并带来了提 升养殖场生产效率的动物管理软件解决方案。据Livestocker中国区代理商铍达安行（Peada Safety）总经 理冯婧靓介绍，这款解决方案可以打通移动端、电脑 ...

Group 1 - The green energy initiatives in Central Asian countries are increasingly being highlighted, with Kazakhstan's first 100 MW wind power project, the Zhanatas project, fully connected to the grid in June 2021, generating 1.379 billion kWh of green electricity by June 2025, enough to meet the needs of 3 million residents [1] - The project utilizes 40 smart wind turbines from the Chinese company Envision Energy, addressing Kazakhstan's long-standing issues of a single electricity production structure and supply-demand imbalance [1] - Uzbekistan's 1 GW solar photovoltaic project, funded by China Energy Construction Overseas Investment Co., is the first large-scale renewable energy project established by Chinese enterprises in Central Asia after the first China-Central Asia Summit in 2023, contributing significantly to the local energy structure transformation [2] Group 2 - The Tajikistan Graftnaya Hydropower Station, originally built during the Soviet era, underwent a seven-year technical renovation by Chinese firms, revitalizing its capacity and alleviating local electricity shortages [2] - The ongoing replacement project for the fourth unit of the Graftnaya Hydropower Station, also managed by Chinese enterprises, is expected to be connected to the grid by April 2027, further enhancing the station's operational stability and annual electricity generation [2] - Experts emphasize that Central Asian countries face challenges in their resource-based economic development models, and there is a collective consensus on the need for economic transformation towards green development, with China's renewable energy technologies playing a crucial role in this transition [3]

《全球海上风电报告 2025》发布，储能招标价格继续下探 强于大市（维持） 行情走势图 -20% -10% 0% 10% 20% 30% 40% 2024/06/26 2024/11/26 2025/04/26 沪深300指数 电力设备及新能源 证券分析师 皮秀 投资咨询资格编号 S1060517070004 PIXIU809@pingan.com.cn 张之尧 投资咨询资格编号 S1060524070005 zhangzhiy ao757@pingan.com.cn 电力设备及新能源 2025 年 6 月 30 日 行业周报 平安观点： 本周（6 月 23 日-6 月 27 日）新能源细分板块行情回顾。本周风电指数 上涨 3.55%，跑赢沪深 300 指数 1.6 个百分点。截至本周，Wind 风电指 数整体市盈率（PE TTM） 为 19.3 倍。本周申万光伏设备指数 （801735.SI）上涨 3.31%，其中，申万光伏电池组件指数上涨 2.49%， 申万光伏加工设备指数上涨 3.39%，申万光伏辅材指数上涨 4.01%，当 前光伏板块市盈率约 30.01 倍。本周 储 能指 数（884790.WI）上 ...