深度 07月22日 21:49
财联社7月22日晚间新闻精选
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本期新闻精选涵盖了国内宏观经济、重点产业发展及企业动态。国务院发布《农村公路条例》,强调提升路网质量与城乡交通一体化。中国聚变能源有限公司成立,标志着聚变能产业迈出重要一步。上海发布下一代显示产业行动方案,聚焦AI+AR/MR等新兴应用。市场监管总局暂停对杜邦中国的反垄断调查。花旗展望中国经济,认为增长韧性和物价改善将提升中国资产吸引力。同时,部分公司就雅鲁藏布江下游水电工程项目的参与情况进行了澄清和说明,显示出市场对相关领域的关注。

Rural Road Development Focus: The State Council has promulgated the 'Rural Road Regulations', prioritizing the enhancement of road network quality and coordinated development with national and provincial roads to promote integrated urban-rural transportation. This signifies a strategic focus on improving rural connectivity and accessibility.

Fusion Energy Advancement: The establishment of China Fusion Energy Co., Ltd. marks a significant milestone in the nation's pursuit of fusion energy. As a subsidiary of CNNC, this development underscores the commitment to advancing this cutting-edge energy technology and its potential for future energy security.

Next-Generation Display Industry Growth: Shanghai has released an action plan for high-quality development of the next-generation display industry (2026-2030), emphasizing the development of diverse eyewear products incorporating AI+AR and AI+MR technologies. This initiative aims to foster innovation and growth in the burgeoning augmented and mixed reality sectors.

Antitrust Investigation Pause: The State Administration for Market Regulation has suspended its anti-monopoly investigation into DuPont China Group Co., Ltd. This development could have implications for market competition and regulatory oversight within the relevant industry.

Economic Outlook and Asset Attractiveness: Citi's outlook for China's macroeconomy in the second half of 2025 suggests that sustained growth resilience and improving price levels will further enhance the attractiveness of Chinese assets. This perspective highlights the potential for positive investment opportunities.

Clarifications on Hydropower Projects: Several companies, including Jiangnan Chemical, Huajian Group, GuangSheng Nonferrous, and Zhubo Design, have provided clarifications regarding their involvement or capabilities in hydropower projects, particularly concerning the Yarlung Zangbo River downstream projects. Zhejiang Fu Holdings' subsidiary, Zhejiang Fu Hydropower, is noted for its expertise in large and medium-sized hydro-generator sets.

【财联社7月22日晚间新闻精选】1、李强签署国务院令,公布《农村公路条例》,明确农村公路建设以提升路网质量为重点,与国道、省道建设衔接协调,促进城乡交通运输一体化。2、中国聚变能源有限公司挂牌成立大会7月22日在沪举行。此次挂牌成立的中国聚变公司是中核集团直属二级单位。3、《上海市下一代显示产业高质量发展行动方案(2026-2030年)》印发,发展AI+AR、AI+MR等多形态眼镜产品。4、市场监管总局暂停对杜邦中国集团有限公司的反垄断调查程序。5、花旗发布2025下半年国内宏观经济展望,如果增长保持韧劲、物价出现改善,中国资产的吸引力会进一步增加。6、2连板江南化工:能否参与雅下水电工程项目尚存在不确定性。3连板华建集团:公司相关业务承接暂不涉及雅鲁藏布江下游水电工程项目。广晟有色:全资子公司拟公开挂牌转让珠江稀土3%股权。20CM两连板筑博设计:不具备水电站相关项目设计的资质和能力。2连板浙富控股:子公司浙富水电主要从事大中型成套水轮发电机组的研发、设计、制造与服务。

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农村公路 聚变能源 显示产业 宏观经济 雅鲁藏布江
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