伊拉克国家石油营销组织SOMO：伊拉克将8月销往亚洲的巴士拉中质原油的官方销售价格定为较阿曼/ 迪拜均价升水每桶1.35美元，将销往欧洲的巴士拉中质原油的官方销售价格定为较基准布伦特原油贴水 每桶1.70美元。 布伦特原油 ...

伊拉克国家石油营销组织SOMO：伊拉克将8月销往北美和南美的巴士拉中质原油的官方销售价格定为 较阿格斯含硫原油贴水每桶1.15美元。 ...

Core Insights - The Chengdu Municipal Party Committee emphasized the deep integration of culture, commerce, tourism, and sports as a key focus during its recent meeting, with the Chengdu Cultural Tourism Group committed to enhancing its core business and supporting the city's development into a world-renowned cultural tourism destination and international consumption center [1][4]. Group 1: Integration Strategies - The Chengdu Cultural Tourism Group plans to promote the integration of "culture and tourism + transportation" by expanding experiential offerings such as the "Panda Special Train" and "Night Tour on Jinjiang River," along with new products like City Tour buses and low-altitude flights [3]. - The group aims to accelerate the "culture and tourism + performance" integration by launching immersive projects like "Wangjiang Menghua: Xue Tao's Chant" and "Water Dragon's Chant," as well as hosting international events like the ATP250 Chengdu Open to convert event traffic into consumer spending [3]. - The integration of "culture and tourism + technology" will involve creating a local smart consumption application platform that combines cultural tourism, events, and daily services, covering 8,500 consumption points and reaching 616,900 consumers [3]. Group 2: Resource Development and Partnerships - The Chengdu Cultural Tourism Group intends to leverage its position as a state-owned enterprise to attract more quality small and medium-sized private enterprises and leading domestic and international companies to participate in the integration of cultural and tourism development [4]. - The group will enhance the "Light and Shadow Tianfu: Filming in Sichuan" platform by collaborating with all 21 cities in Sichuan province to produce benchmark film projects, creating an ecosystem for "all Sichuan shooting, Chengdu production, global dissemination" [5]. - Plans include building a cultural IP matrix and collaborating with international IP operators to introduce major franchises like "Jurassic" and "Avatar," integrating local culture to launch high-profile cultural tourism projects [5].

近日，德国《经理人》杂志报道称："戴姆勒卡车CEO Karin Radstrom计划解散该公司在中国的合资企业……（戴姆勒卡车）与 福田汽车的谈判已在进行中。此事格外敏感，福田汽车的母公司北汽集团持有戴姆勒卡车和梅赛德斯乘用车的股份，而戴姆勒 卡车不想疏远福田汽车和北汽集团。" 7月4日，戴姆勒卡车集团企业传播主管Thomas Hoevermann在接受经济观察报采访时称："上述文章中所述信息并非基于任何形 式的声明、引用或对Karin Radstrom的采访。我们正在与我们的合资伙伴一起评估市场前景。请理解，现阶段我们无法透露更多 信息。" 作为世界上最大的商用车制造商之一，戴姆勒卡车在全球拥有40多个生产基地，公司产品包括轻型、中型和重型卡车，城市和 城际巴士、客车和公共汽车底盘。 近两年来，戴姆勒卡车面临业绩压力。财报显示，2024年戴姆勒卡车全球商用车销量为46.04万辆，同比下降12%，营收为541亿 欧元，同比下降3%，调整后息税前利润为46.67亿欧元，同比下降15%。 在此情况下，戴姆勒卡车在全球范围内开始进行一系列收缩和重组，以降低运营成本和推进电动化转型。 在公布2024年第二季度业绩时， ...

Core Insights - The recent concert events in Beijing have significantly boosted the local economy, particularly in the hospitality and entertainment sectors, with a notable increase in night-time consumption and hotel bookings [1][3][4] Group 1: Concert Impact on Local Economy - The summer concert season in Beijing has attracted large crowds, with over 100,000 attendees on June 28 alone across six venues, indicating a strong demand for live music events [1] - Concerts have become a major draw for fans from various regions, with 66% of attendees traveling from other cities for a single event, thus enhancing the local tourism and hospitality market [3] - The presence of concerts has led to a surge in hotel bookings, with prices increasing by 1 to 2 times on concert days, reflecting the high demand for accommodation near venues [3][4] Group 2: Hospitality Sector Response - Hotels near concert venues have introduced special packages and discounts for concert-goers, recognizing them as a new and lucrative customer segment, primarily aged between 27 and 35 [4] - The hospitality industry is actively seeking to maximize secondary spending from concert attendees, offering dining discounts and transportation services to enhance their experience [4] - The concert audience is now viewed as a "golden customer group" by hotels, prompting them to compete for this demographic and explore additional revenue opportunities [4] Group 3: Broader Commercial Activity - Concerts have revitalized surrounding commercial areas, with increased foot traffic in shopping centers and restaurants, as businesses cater to the influx of concert-goers [6] - Local businesses are engaging with fans by creating a lively atmosphere, playing music from the performing artists and providing interactive experiences [6] - The integration of concerts with cultural landmarks has led to innovative tourism initiatives, such as themed buses for fans to explore the city, further enhancing the economic impact of the events [8] Group 4: Economic Multiplier Effect - Each concert ticket is estimated to generate 4.5 to 5 times its face value in surrounding economic activity, highlighting the extensive impact of live events on various sectors including transportation, dining, and retail [8] - The cultural consumption habits are evolving, with concert attendance becoming a catalyst for broader economic engagement in the city, sustaining activity long after the events conclude [8]

公司报告 | 公司深度研究 金龙汽车（600686） 证券研究报告 三龙整合落地，看好毛利率中枢上行 '' 复盘：老牌客车龙头，近年毛利率偏低拖累业绩表现 金龙汽车前身是 1988 年成立的厦门汽车工业公司，实控人为福建省国资 委，公司打造了金龙客车、金旅客车、海格客车三大核心品牌。 2021 年以来公司营收进入上行区间，但陷入增收不增利的困境，核心原 因是毛利率水平偏低。2024 年金龙汽车毛利率 10.2%，同期中通客车、宇 通客车分别为 18.6%、22.9%。 困境反转：三龙整合协同+高层换届，毛利率中枢有望抬升 三龙整合后将推进集采等工作降本。1）公司各项核心零部件的前五名供 应商采购金额占比明显低于宇通，较高的原材料成本支出是公司毛利率偏 低的重要原因。2）以 2024 年的数据为基准，若原材料成本下降 10%、20%， 公司毛利率分别能对应提升到 17.9%、25.6%。 5 月份公司发布公告，金龙汽车已选举陈锋为第十一届董事会董事长。陈 锋从业经验丰富、在集团任职多年，有望加速管理效率提升改革进程。 展望：主业盈利释放+布局无人驾驶，迎来发展新篇章 公司产品远销全球 170 多个国家和地区，印 ...

无人驾驶公交车在城市中轴线上丝滑行驶，自动驾驶清扫车在街道上穿梭工作，无人售货车在广场上招 手即停……近日，记者在鄂尔多斯市康巴什区街头看到，越来越多的智能驾驶应用场景正在这里上演。 智能驾驶已不是新事物，但要想大规模应用走进公众生活，"车路云一体化"发展路径成为关键所 在。"车路云一体化"是智能网联汽车领域的一个专业术语，指的是通过新一代信息与通信技术，将人、 车、路、云的物理空间和信息空间融合为一体，让智能网联汽车交通系统实现安全、节能、舒适及高效 运行的信息物理系统。通俗来说，即"聪明的车+智慧的路+强大的云"。 2024年，鄂尔多斯市获批工业和信息化部等五部委智能网联汽车"车路云一体化"应用试点城市。眼下， 涵盖公共交通、智慧出行、物流运输等领域的"车路云一体化"多元场景应用在这里加快落地，"聪明 车"跑上"智慧路"正在具象化。 需求迫切。"鄂尔多斯货物运输需求巨大，全年上线运输重卡达33万辆，同时道路环境相对简单，从商 用车和矿用车入手培育'车路云一体化'无人驾驶应用，可尽快实现商业闭环，有相当大的市场空 间。"陈红军说。 "聪明车"的安全上路，需要有"智慧路"的配套跟进。鄂尔多斯市逐步分区部署摄像 ...

Core Viewpoint - The launch of the "Lotus Viewing Bus" in Hangzhou provides a convenient and enjoyable way for citizens and tourists to appreciate the lotus flowers during the summer season [1][2] Group 1: Service Details - The "Lotus Viewing Bus" operates on the West Lake Inner Ring Line, connecting key lotus viewing spots such as Duanqiao, Xinxin Hotel, Guozhuang, and Changqiao [1] - The bus runs from 8:30 AM to 6:15 PM, with both the starting and ending points at Liugong Park Station [2] - The service will continue until the end of the lotus viewing season this year, completing the seasonal bus service offerings in Hangzhou [2] Group 2: Unique Features - The bus features a creative interior design with plush lotus flower decorations made by the driver, transforming the bus into a mobile "handmade lotus pond" [1] - Passengers can find 2-3 hidden lotus flowers in the bus each day until July 11, adding an element of surprise and delight [2] - The introduction of the "Lotus Viewing Bus" fills a gap in the seasonal bus service offerings, completing the thematic bus series for all four seasons in Hangzhou [2]

近日，浙江恒风集团有限公司发布新一批客车招标公告，计划招标一批12米纯电动双层观光 巴士、5米3纯电动城市公交车(微循环)，总预算 1844万元。 一、项目基本情况 项目编号：YCQ-2025-CG148 项目名称：浙江恒风集团有限公司12米纯电动双层观光巴士、5米3纯电动城市公交车(微循 环)采购项目 预算金额(元)：18440000 采购需求： 标项一 标项名称:浙江恒风集团有限公司浙江恒风集团有限公司12米纯电动双层观光巴士采购项目(一 标段) 预算金额(元)：13800000 简要规格描述或项目基本概况介绍、用途：详见招标文件 备注： 标项二 标项名称:浙江恒风集团有限公司浙江恒风集团有限公司5米3纯电动城市公交车(微循环)采购 项目(二标段) 预算金额(元)：4640000 简要规格描述或项目基本概况介绍、用途：详见招标文件 备注： 合同履约期限：标项1、2，详见招标文件 1.依法设立：申请人应为中华人民共和国境内依法注册的、具有独立法人资格的单位或其他组 织 2.财务要求：申请人应承诺中选后向采购人开具符合采购人要求的增值税专用发票 3.本项目的特定资格要求：无 三、获取招标文件 时间：2025年 ...

Group 1 - The Hurun Research Institute released the "2025 Global Unicorn List," which includes 1,523 non-listed companies valued at over $1 billion, with China having 343 unicorns, ranking second globally [3] - The number of global unicorns increased by 5% compared to last year, with 70 new additions, while 143 companies saw a decline in valuation, and 64 unicorns exited the list due to various reasons [3] - In terms of city distribution, San Francisco and New York lead with 199 and 142 unicorns respectively, while Beijing, Shanghai, and Shenzhen rank third, fourth, and sixth in China [3] Group 2 - Anker Innovations announced a recall of over 710,000 products due to safety risks associated with common battery cells, following a similar recall by Romoss of 491,700 units [4] - Anker stated that the recall's impact on overall profits is limited, as the mobile power category accounts for only about 10% of its total revenue [4] - The company has recently formed a strategic partnership with CATL to enhance its battery supply chain [4] Group 3 - Glory Technology has initiated its IPO process, marking a significant step since its independence from Huawei in 2020, aiming to become the first A-share company focused on AI terminal ecosystems [8] - The company faces challenges in maintaining market share in its core smartphone business, which adds uncertainty to its IPO narrative [8] Group 4 - The jewelry brand Zhou Li Fu successfully listed on the Hong Kong Stock Exchange, with a 25% surge on its first trading day, achieving a market capitalization of HKD 12.98 billion [9] - The brand's franchise model, which constitutes 97.8% of its stores, has led to high profit margins but also increased pressure on franchisees, resulting in significant store closures in recent years [10]