中国海油7月8日公告，公司董事会宣布，自2025年7月8日起，张传江获委任为公司董事长、非执行董事、提名委员会主席及战略与可持续发展委员会主席。张传江将任职至公司2025年度股东周年大会召开之日，且将有资格于该股东周年大会上参与重选。
大金重工7月8日公告，预计上半年归属于上市公司股东的净利润为5.1亿元—5.7亿元，比上年同期的1.74亿元增长193.32%—227.83%。公司业绩增长主要得益于全球化战略布局的深入推进，海外业务实现突破性增长。
针对市场有关硅料收储将于近日落地的消息，通威股份有关负责人表示：“目前市场消息很多，但我这里确实没有更确切的消息。在反‘内卷’的背景下，整个光伏板块都在积极响应，硅料端报价上涨明显，硅料企业的市场表现显得更为突出。”“目前，N型多晶硅料的现货市场价格是39元/千克，价格在持续上涨中。”上述负责人对记者表示。记者从多位业内人士处了解到，除了硅料端价格上涨外，硅片、组件环节均有不同程度的上调价格意向，但截至目前，其最终报价尚未出炉。 (中证金牛座)
2025年7月8日，信用债ETF基金（511200.SH）主力资金净流入2.68亿元，居全市场第一梯队。
2025年7月8日，恒生医药ETF（159892.SZ）主力资金净流入3772.69万元，居可比基金第一。
2025年7月8日，5G通信ETF（515050.SH）主力资金净流入6378.04万元，居可比基金首位。
2025年7月8日，医药ETF（512010.SH）主力资金净流入2503.13万元，居全市场第一梯队。
2025年7月8日，科创芯片ETF（588200.SH）主力资金净流入8240.37万元，居可比基金第一。
2025年7月8日，国开ETF（159650.SZ）主力资金净流入5.07亿元，居可比基金第一。
正帆科技7月8日公告，公司拟以现金方式购买汉京半导体5名股东持有的62.23%股权。本次交易完成后，汉京半导体将成为正帆科技的控股子公司。交易各方对本次交易签署了《股权收购意向协议》。本次交易不构成关联交易，不构成重大资产重组。交易完成后，公司将为汉京半导体导入更多客户资源，在产品拓展、技术研发、运营能力等方面产生较强的协同效应，使公司在半导体核心零组件领域取得更大成长，推动OPEX业务发展，提升公司的核心竞争力与持续的业绩增长动力。本次交易最终的收购协议尚未签署，存在不确定性。
2025年7月8日，机器人ETF（562500.SH）主力资金净流入9520.70万元，居可比基金首位。
2025年7月8日，国开债ETF（159649.SZ）主力资金净流入4787.32万元，居全市场第一梯队。
2025年7月8日，30年国债ETF博时（511130.SH）主力资金净流入3.13亿元，居全市场第一梯队。
2025年7月8日，中证A500ETF景顺（159353.SZ）主力资金净流入2871.04万元，居全市场第一梯队。
2025年7月8日，标普消费ETF（159529.SZ）主力资金净流入3975.84万元，居全市场第一梯队。
2025年7月8日，中证500ETF（510500.SH）主力资金净流入5388.92万元，居可比基金首位。
2025年7月8日，创业50ETF（159682.SZ）主力资金净流入2162.54万元，居可比基金前2。
2025年7月8日，国债ETF东财（511160.SH）主力资金净流入8.26亿元，居全市场第一梯队。
2025年7月8日，恒生科技指数ETF（513180.SH）主力资金净流入4.86亿元，居可比基金前2。
2025年7月8日，上证公司债ETF（511070.SH）主力资金净流入19.39亿元，居可比基金首位。
2025年7月8日，中证A500ETF南方（159352.SZ）主力资金净流入4728.09万元，居可比基金前3。
2025年7月8日，信用债ETF（511190.SH）主力资金净流入2.95亿元，居可比基金前2。
2025年7月8日，光伏ETF（515790.SH）主力资金净流入1.15亿元，居可比基金首位。
2025年7月8日，香港证券ETF（513090.SH）主力资金净流入15.17亿元，居股票型ETF基金首位。
2025年7月8日，恒生科技ETF易方达（513010.SH）主力资金净流入2.18亿元，居可比基金前3。
2025年7月8日，恒生科技ETF（513130.SH）主力资金净流入5.54亿元，居可比基金首位。
2025年7月8日，游戏ETF（159869.SZ）主力资金净流入1.09亿元，居可比基金第一。
2025年7月8日，沪深300ETF（510300.SH）主力资金净流入1.32亿元，居可比基金首位。
2025年7月8日，科创AIETF（588790.SH）主力资金净流入3545.42万元，居可比基金前2。
2025年7月8日，创新药ETF（159992.SZ）主力资金净流出4684.73万元，居可比基金第一。
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"It's Not A Human Right To Live In Sweden" - New Integration Minister Calls For Migrant Values Survey Authored by Thomas Brooke via Remix News, Sweden’s new Minister for Education and Integration, Simona Mohamsson, says it’s time to stop relying on gut feelings and start using facts when it comes to integration. The new Liberals leader called for plans to map immigrants’ values, to find out where many sit on cultural issues that may not align with those held by native Swedes. “It is not a human right to live in Sweden,” she said in a recent interview with Dagens Nyheter. The government has asked the World Values Survey (WVS), a global research group, to study how immigrants’ views compare with those of people born in Sweden. Mohamsson says it’s about time Sweden looked at hard data instead of assumptions. “For too long, integration has been based on gut feeling and guesswork,” she said. “With real facts, we can finally talk clearly about Swedish values and take proper action on integration.” Mohamsson pointed out that Sweden is very different from many countries when it comes to things like religion, gender equality, and family roles. “We’re an extreme country in a good way,” she said. “People coming here can find it hard to understand how our society works.” Mohamsson said the results could lead to changes in schools, civic classes, or language courses for migrants. Past surveys have shown that many migrants arrive in Sweden with very different views on topics like divorce, premarital sex, abortion, and homosexuality. Over time, those views tend to shift — after about 10 years, migrants’ values start to resemble those of Swedes. But Mohamsson says that’s too slow. “Ten years is way too long,” she said. “That’s an entire generation of girls who can’t choose who they love or boys who can’t come out.” “This isn’t about forcing people to change what they think. It’s about making sure everyone respects the core values we have in Sweden,” she said. “It would be strange to say some people don’t need to follow those values.” However, some political parties — especially the anti-immigration Sweden Democrats, who prop up the current government — consider this approach to be far too soft. They argue that Sweden has already waited too long to tackle cultural clashes and that surveys and gradual changes are not enough. Instead, they demand tough measures, including deportations or stricter immigration controls for migrants who do not accept Swedish and Western values. The Sweden Democrats recently announced they will campaign in the 2026 general election on a pledge to stop migration to the country. “Sweden’s safety must come first — even when it conflicts with the right of asylum,” its party leader, Jimmie Åkesson, wrote in May. Their concerns have gained traction amid growing unrest across Sweden. Migrant gang violence has reached record levels, with deadly shootings, bombings, and grenade attacks now at an all-time high. Police regularly report surging conflicts between criminal groups, and some neighborhoods in major cities are now described as no-go zones for locals after dark. Even the Moderate Party, which leads the current government, has begun increasing its remigration efforts and pushing for higher income thresholds for prospective migrants, in part due to mounting pressure from the Sweden Democrats and growing public frustration over crime and integration failures. Mohamsson wants to portray her party as one that understands these concerns, stressing that people who move to Sweden have a duty to try to fit in. “It’s not a human right to live in Sweden,” she repeated. “This isn’t about opinions — it’s about finding out which values clash with Swedish ones.” This is one of Mohamsson’s first big interviews since becoming both integration minister and leader of the Liberals. She admitted her views have changed over time — she used to oppose her party’s shift to the right, but now she’s a minister in a government supported by the Sweden Democrats. Asked about this, she said, “Yeah, I’ve changed my mind since I first got into politics 15 years ago. When it comes to problems in schools and integration, I think the best way to fix them is through the cooperation we have now.” Despite the current government’s hardline rhetoric on migration, 60,000 foreigners still received Swedish citizenship in 2023. Read more here... Tyler Durden Tue, 07/08/2025 - 03:30
Ukraine Says Talks To Join NATO Becoming 'Very Toxic' Ukraine's talks with NATO over a path to future membership have become increasingly tense and unproductive, according to Ukrainian Foreign Ministry spokesman Georgy Tikhy. In a recent interview, Tikhy described the discussions as "toxic" (something he said elsewhere weeks ago too) - characterizing the negotiations as repetitive and are no longer making progress. He also indicated there does not appear to be a chance for breakthrough anywhere on the horizon. NATO file image The foreign ministry official conveyed his assessment in a recent interview featured on the YouTube channel of journalist Aleksandr Notevsky. The words gained attention in Russian state media, which subsequently translated some of Tikhy's key statements. "All the arguments and counterarguments have already been presented, and each new round of negotiations on Ukraine’s accession to NATO goes in circles," he said. The discussions "have become, to put it simply, very toxic," he emphasized. The NATO bloc has consistently held out that "Ukraine's future is in NATO." Secretary-General Mark Rutte had at this summer's annual NATO defense summit, hosted in The Hague, issued similarly optimistic words. However, what's become clear is that waning American support for Ukraine's military, and even President Trump's stated desire to step back from leadership in NATO amid lack of fair cost-sharing among allies, has resulted in a broad decline in enthusiasm and momentum for Ukraine's accession. This is where things stand following NATO's June summit: It was therefore something of a relief that Nato’s summit in The Hague produced a short joint declaration on June 25 in which Russia was clearly named as a “long-term threat … to Euro-Atlantic security”. Member states restated “their enduring sovereign commitments to provide support to Ukraine”. While the summit declaration made no mention of future Nato membership for Ukraine, the fact that US president Donald Trump agreed to these two statements was widely seen as a success. Yet, within a week of the summit, Washington paused the delivery of critical weapons to Ukraine, including Patriot air defence missiles and long-range precision-strike rockets. The move was ostensibly in response to depleting US stockpiles. Simultaneously Russia has made steady gains along the almost 1,000km long frontline, and is even expanding operations into a central oblast, beyond the Donbass region. Georgy Tikhy, via Interfax-Ukraine Russian forces have also in the last days declared that it maintains full control over the whole region of the Luhansk, where Russian forces made quickest gains early on. The Kremlin has shown patience in this grinding war of attrition, though its advances have been costly in terms of manpower, as it taps reserves and continues recruitment efforts back home. Tyler Durden Tue, 07/08/2025 - 02:45