1. China Railway data show that from January to July, the national railway completed a fixed asset investment of 371.3 billion yuan, an increase of 7% over the same period last year. A number of major projects identified in the outline of the 14th five-year plan have been steadily promoted, and the track laying of Chengdu Yibin high-speed railway has been completed; Guangzhou Shantou high-speed railway and Shanghai Nanjing high-speed railway along the Yangtze River started joint commissioning and test. At present, the main channel of China's "eight vertical and eight horizontal" high-speed railway network has been completed and put into operation for 35300 kilometers, accounting for about 77.83%; 7025 kilometers are under construction, accounting for about 15.49%.
1. 中国铁路数据显示，1-7月，全国铁路完成固定资产投资3713亿元，同比增长7%。一批“十四五”规划纲要确定的重大工程项目扎实推进，成都至宜宾高铁完成铺轨；广汕高铁、沪宁沿江高铁启动联调联试。目前，我国“八纵八横”高铁网主通道已建成投产3.53万公里，占比约77.83%；开工在建7025公里，占比约15.49%。
2. The Ministry of Culture and Tourism issued a notice to resume the operation of national travel agencies and online tourism enterprises in outbound team tourism and "air ticket+Hotel" business for Chinese citizens to relevant countries and regions (the third batch). The list of countries includes Japan, South Korea and many countries in Europe and the United States.
2. 文旅部发布通知，恢复全国旅行社及在线旅游企业经营中国公民赴有关国家和地区（第三批）出境团队旅游和“机票+酒店”业务，国家名单中包括日本、韩国以及欧美多国。
3. According to China Economic Network, at least 10 provinces have clearly proposed cash incentives for listed or proposed listed enterprises. From the recent intensive introduction of enterprise listing action plans in many places, it is not difficult to see that local governments are paying more attention to the development of capital market in their jurisdiction, encouraging enterprises to list and finance, and better serving the high-quality development of local economy with the help of capital market forces.
3.中经网消息，至少有10多个省份明确提出，对已上市或拟上市企业进行现金奖励。从近期多地密集出台企业挂牌上市行动方案的举动不难看出，各地政府对辖区资本市场发展的重视程度正在不断提高，鼓励企业上市融资，借助资本市场力量更好地服务地方经济高质量发展。
4. According to the China Securities Journal News, in the first half of the year, the top performing active equity funds have mostly had negative returns since July. In the first half of the year, it caught up with the east wind of AI market, but the recent speculation has cooled down, and the performance of such funds has begun to pull back. Many fund managers who embrace the AI wave are optimistic about the trend of the AI industry, pay attention to the subdivisions that emerge after the waves wash the sand and truly benefit, and grasp the long-term layout opportunity.
4.据中证报报道，上半年，业绩居前的主动权益基金，7月以来的收益率多为负。上半年赶上AI行情的东风，但近期炒作情绪降温，此类基金业绩开始回调。多位拥抱AI浪潮的基金经理对AI产业趋势持乐观态度，关注大浪淘沙之后浮现出来真正受益的细分领域，把握长期布局时机。
5. The National Development and Reform Commission issued a notice that the leading provincial credit departments should transfer the received complaints of breach of contract and dishonesty to the competent authorities of the subject of complaints for verification and identification at the first time. The information of breach of contract and dishonesty, the information of arrears sorted out according to the requirements of all localities, and the information of the persons included in the dishonesty and execution shall be uniformly included in the names of relevant subjects to form government credit records. Leading credit departments at all levels should promote the inclusion of dishonest records in the performance appraisal and evaluation indicators of relevant government departments.
5.发改委发布通知，各省级信用牵头部门要将接收到的违约失信投诉线索第一时间转交至被投诉主体的主管部门核实认定。将违约失信信息、各地按要求梳理的拖欠账款信息、被列入失信被执行人信息统一计入相关主体名下形成政务信用记录。各级信用牵头部门要推动将失信记录纳入相关政府部门绩效考核评价指标。
6. According to China Securities Journal Network, since the reform of public fund rate, more than 60 public fund companies have participated, involving more than 2100 active equity funds. While making profits for investors, the income of fund companies may be affected to a certain extent. Through the establishment of sales subsidiaries and REITs subsidiaries, public fund companies seek to expand the business space in the field of residents'wealth management.
6.中证网消息，公募基金费率改革以来，已有逾60家公募基金公司参与其中，涉及主动权益类基金超2100只。在让利投资者的同时，基金公司收入或受到一定程度影响。公募基金公司通过设立销售子公司、REITs子公司，谋求拓展居民财富管理领域业务空间。
7. According to the Shanghai Securities News, the price of battery grade lithium carbonate has been lowered 22 times in a row since June 26; The lithium carbonate contract of Guangzhou futures exchange declined rapidly in the short term, and the main lc2401 contract fell by more than 5% this week. China lacks an open, fair and just market for lithium carbonate pricing, coupled with the previous market's "price anchor" controlled by some overseas upstream enterprises, resulting in complex spot pricing models and volatile prices.
7.据上证报报道，电池级碳酸锂价格6月26日至今已连续22次下调；广期所碳酸锂合约短期快速下行，主力LC2401合约本周跌幅超5%。我国在碳酸锂定价方面缺乏公开公平公正的市场，加上此前市场的“价格之锚”被部分海外上游企业控制，导致现货定价模式复杂、价格易出现剧烈波动。
8. Data from the Japan Machine Tool Industry Association show that in July, the overall order amount of machine tools in Japan hit a new low in about two and a half years, down 19.8% year-on-year, and shrank for seven consecutive months. Orders shrank sharply, mainly due to the poor prosperity of overseas markets and the slow recovery of domestic chip equipment orders in Japan. It was originally expected to recover from the second half of the year, but the time point may be postponed. It is necessary to pay attention to whether the industry recovers after September.
8.日本机床工业协会数据显示，7月，日本机床整体订单金额创约2年半来新低，同比大减19.8%，连续7个月陷入萎缩。订单大幅萎缩，主要是因为海外市场景气度不佳、加上日本国内芯片设备订单复苏慢，原先预期下半年起复苏，但时间点或将往后推延，有必要关注9月以后行业是否复苏。
9. According to The Paper.cn, Baidu, Bytedance, Tencent and Alibaba are reported to have placed orders with NVIDIA for $5 billion in chips crucial to artificial intelligence systems. The companies have placed $1 billion in orders for about 100000 NVIDIA A800 processors. In addition, $4 billion NVIDIA graphics processors were purchased for delivery in 2024.
9.澎湃新闻消息，据悉，百度、字节跳动、腾讯和阿里巴巴向英伟达下单订购50亿美元的芯片，这些芯片对人工智能系统至关重要。这些公司已下单10亿美元，采购约10万颗英伟达A800处理器。此外，还采购了40亿美元的英伟达图形处理器，将于2024年交付。
10. According to CCTV Finance and Economics, in the first half of the year, global air passenger traffic increased by 47.2% year-on-year. In June alone, global air passenger traffic grew 31% year-on-year. Among them, the largest year-on-year growth was in the Asia Pacific region (up 90.1%), followed by Africa (up 31.8%) and the Middle East (up 28.3%), with weaker growth in Latin America, Europe and North America.
10. 据央视财经报道，上半年，全球航空客运量同比增长47.2%。仅在6月，全球航空客运量同比增长31%。其中，同比增幅最大的是亚太地区（增长90.1%），随后是非洲（增长31.8%）和中东（增长28.3%），拉美、欧洲和北美地区增长较弱。
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