Core Viewpoint - Honeywell is showcasing its commitment to local innovation and ecological collaboration at the third China International Supply Chain Promotion Expo, emphasizing its "Eastern Service for the East" strategy and revealing the underlying logic of global industrial chain transformation [1][2]. Group 1: Local Innovation and Product Development - Honeywell's Smart Ship and Building Operations Management Platform were developed entirely by its Chinese team, addressing specific needs of local shipyards and construction companies [2]. - The Smart Ship solution addresses three major pain points identified by Chinese shipyards: data security risks, operational efficiency bottlenecks, and energy efficiency pressures [2]. Group 2: Supply Chain Transformation - Honeywell views the supply chain as a complex network that includes not just direct suppliers but also secondary and tertiary suppliers, requiring a more integrated management approach [3]. - The company is building a "technology + ecosystem" dual-drive strategy, collaborating with universities to rapidly translate basic research into industrial applications [3]. Group 3: Green Manufacturing Initiatives - Honeywell has established seven green factories in China, with over 75% of its products manufactured in these facilities, which also implement digital transformation for lifecycle management [4]. - The Tianjin factory has reduced electricity consumption by approximately 122,800 kWh year-on-year, equivalent to a reduction of 86 tons of CO2 emissions [4]. Group 4: Strengths of the Chinese Supply Chain - The advantages of the Chinese supply chain are shifting from cost advantages to systemic advantages, characterized by a complete industrial system, strong resilience, and high service efficiency [5]. - Chinese suppliers have demonstrated the ability to quickly recover and respond to disruptions, such as those caused by the COVID-19 pandemic [5]. Group 5: Global Impact of Local Innovations - Honeywell's local innovations in China, such as battery safety sensors for electric vehicles, are not only benefiting domestic manufacturers but are also being exported globally [6]. - The company aims to replicate its successful local model in overseas markets while maintaining the core logic of driving local innovation through local teams [6].

Core Viewpoint - The silver economy is rapidly emerging as a new growth driver in China due to the increasing aging population, with insurance asset management evolving from merely providing funds to constructing a comprehensive elderly care ecosystem [1][4]. Group 1: Industry Trends - The traditional family-based elderly care model is becoming inadequate due to smaller and more independent family structures, leading to a shift towards diversified elderly care models, including home, community, and institutional care [4]. - The opening of the high-quality elderly care community "Taikang Home·Jinyuan" in Tianjin marks the 26th operational community by Taikang Insurance Group, with over 1,100 pre-bookings and nearly 300 residents within the first month of trial operation [4][5]. Group 2: Service Integration - Taikang Home·Jinyuan has established a four-tier integrated medical and elderly care service system, including community clinics, a self-built rehabilitation hospital, partnerships with top-tier hospitals, and remote medical support [5]. - The community clinic is already operational, providing basic medical services, while a secondary rehabilitation hospital is expected to open next year, enhancing care services for residents [5]. Group 3: Cultural and Technological Innovations - The community promotes an active aging perspective with a vibrant center featuring over 20 functional areas to meet residents' cultural, entertainment, fitness, and social needs [6]. - Taikang Home·Jinyuan has introduced AI-driven information systems to enhance service delivery, including upgraded smart speakers for emotional companionship and service automation [6]. Group 4: Regional Collaboration and Business Expansion - The opening of Taikang Home·Jinyuan is part of a broader strategy to address aging issues in the Beijing-Tianjin-Hebei region, with six existing facilities and a network of nearly 6,000 elderly care units [7]. - Taikang is exploring innovative models such as travel-based elderly care and a membership system in collaboration with national airlines, allowing members to access nationwide services at a unified price [7][8].

Group 1 - International investors have shown increasing demand for Chinese assets, with five large overseas China stock ETFs attracting a net inflow of $2.753 billion since July [1] - As of July 25, the iShares MSCI China ETF reached an asset size of $7.187 billion, a growth of 12.38% since the end of June; KraneShares' China Overseas Internet ETF grew to $7.648 billion, with a 20% increase [3] - Korean investors have significantly increased their investment in Chinese stocks, with a cumulative transaction amount of $5.764 billion since 2025, maintaining China's position as the second-largest overseas stock investment destination for Korean investors [3] Group 2 - Overseas actively managed funds are increasing their positions in Chinese tech stocks, with notable increases in holdings for Tencent, Trip.com, and Alibaba among various funds [4] - Goldman Sachs has raised its 12-month target for the MSCI China Index from 85 to 90, indicating an 11% upside potential, driven by robust GDP growth in Q2, a recovery in the Hong Kong IPO market, and continued inflows from southbound funds [4] - The MSCI China Index and the CSI 300 Index have recently reached new highs, reflecting a positive market sentiment [4]

Group 1 - Berkshire Hathaway will sell 4.3 million shares of VeriSign at a price of $285.00 per share, generating approximately $1.23 billion in cash [1][2] - Following the sale, Berkshire's ownership in VeriSign will decrease from 14.2% to 9.6%, aiming to avoid triggering regulatory obligations [1][2] - The offering price represents a 6.9% discount compared to VeriSign's closing price of $305.98 on the previous Monday [2] Group 2 - Berkshire initially invested in VeriSign in Q4 2012, maintaining a relatively stable ownership percentage over the years [2] - Prior to the sale, Berkshire held over 13 million shares of VeriSign, valued at approximately $4 billion based on the previous Monday's closing price [2] - The remaining shares will be subject to a one-year lock-up period, preventing any large-scale sell-off in the short term [2] Group 3 - VeriSign is a leading global internet infrastructure and domain registration company, established in 1995 and headquartered in Reston, Virginia [2] - The company primarily provides domain registration and cybersecurity infrastructure services, controlling key domain registrations such as ".com", ".net", ".cc", and ".name" [2] - As of the end of March, Berkshire's cash reserves reached a record $347.7 billion, with an update expected during the upcoming second-quarter earnings announcement [2]

Core Viewpoint - Procter & Gamble plans to implement a price increase of approximately 5% on household products in the U.S. market to address a $1 billion cost pressure from tariff policies [1][3] Group 1: Price Increase and Cost Pressures - The price increase will affect about one-quarter of Procter & Gamble's products sold in the U.S. [1] - The Chief Financial Officer, Andre Schulten, indicated that despite significant investments in local production, some raw materials, components, and packaging still need to be imported, leading to a post-tax tariff cost of $800 million, which is over 1% of the company's net sales of $84.3 billion in the previous fiscal year [3] - Tariffs imposed by the U.S. on trade partners have raised the costs of raw materials, packaging materials, and goods for Procter & Gamble [3] Group 2: Financial Performance and Future Outlook - Procter & Gamble reported strong performance in the second quarter, with net sales of $20.9 billion and net profit of $3.6 billion, both exceeding analyst expectations [3] - The company experienced a 2% organic sales growth in the second quarter, attributed to price increases and product mix optimization [3] - The future outlook remains cautious, with expectations of organic sales growth between 0% and 4% for the current fiscal year, as consumers face increased anxiety due to tariffs, inflation, interest rates, and political/social divisions [3]

据"连塔"新闻网报道，卡德罗夫当天还在帖子中表示，此次下棋没有时间限制，"开局相当激烈"，最终 他赢了。报道提到，此前有媒体报道称，卡德罗夫近日在土耳其度假时发生溺水事故后被送医。 【环球网报道】综合俄罗斯"连塔"新闻网等媒体报道，俄罗斯车臣共和国领导人卡德罗夫7月29日在社 交媒体上发帖称，他与儿子进行了一场"象棋友谊赛"。 据"欧洲新闻网"25日援引土耳其媒体的消息报道，卡德罗夫在土耳其博德鲁姆度假过程中下水游泳 时"突然开始失去意识"并沉入水下，随后被紧急施救送医。经过医疗评估和观察，卡德罗夫没有"生命 危险"，情况稳定。 ...

【环球网财经综合报道】近日，香港金融管理局（以下简称"香港金管局"）就稳定币发行人监管制度举行技术简报会，正式发布一系列监管文件，明确了稳 定币发行人牌照申请的具体要求和时间安排。 此次发布的文件包括《持牌稳定币发行人监管指引》及咨询总结、《打击洗钱及恐怖分子资金筹集指引（持牌稳定币发行人适用）》及咨询总结、《稳定币 发行人发牌制度摘要说明》以及《原有稳定币发行人过渡条文摘要说明》等。其中，两套指引将于2025年8月1日刊宪实施。 香港金管局表示，根据《稳定币条例》及配套指引，任何在香港发行或推广稳定币，或在香港以外地区发行与港元挂钩的稳定币的机构，都必须申请相关牌 照。 在牌照申请方面，《稳定币发行人发牌制度摘要说明》规定，申请人须为香港注册法团或认可机构，并需具备不少于2500万港元的实缴资金。申请程序包括 初步咨询、文件提交及审批等环节。 香港金管局特别强调，截至目前尚未发出任何稳定币发行人牌照，未来将在官网公布获发牌照的机构名单。 风险管理方面，持牌机构需建立完善的风险管理制度，包括风险管理架构、内部管控制度，以及信用、流动性、市场风险、科技风险和信誉风险管理措施。 香港金管局为稳定币发行人设立了6个 ...

对此，美特勤局证实正在调查此事。特勤局发言人安东尼·古列尔米表示，"一名特勤局员工试图邀请其 配偶——一名美国空军成员——登上任务支援飞机，美国特勤局正在进行人事调查。""在出发前，该员 工的主管已向其告知，此类行为是被禁止的，随后其配偶也被禁止登机。机上没有特勤局的保护对象， 我们的海外保护行动没有受到影响。" 特朗普则在返回华盛顿的途中谈及此事时对记者说，"你不觉得这可能有点危险吗？""这是个奇怪的事 情。"特朗普证实自己已获悉此事，并表示相信特勤局局长肖恩·柯伦将"处理好此事"。 【环球网报道】据美国《纽约邮报》、英国《苏格兰先驱报》当地时间29日报道，美国总统特朗普本月 25日乘坐"空军一号"总统专机从马里兰州安德鲁斯联合基地前往苏格兰，行前，美特勤局一名特工曾试 图偷偷将妻子带上随"空军一号"出行的一架运输机，特朗普29日证实了此事，并称其"奇怪"和"危险"。 报道称，这名特工带着妻子飞往了马里兰州，其妻子抵达后乘坐巴士前往安德鲁斯联合基地的贵宾休息 室，随后被发现并被要求离开。 《纽约邮报》解释称，美国总统出行时，通常会有多架飞机陪同"空军一号"共同出行，搭载特勤局特 工、设备和其他支持人员。 ...

【环球网财经综合报道】据CNBC等外媒报道，摩根大通正接近与苹果公司达成协议，计划从高盛手中接管Apple Card（苹果信用卡）业务。作为美国最大 的银行，摩根大通在过去几个月里加速了与苹果的谈判进程。苹果方面已明确表示，摩根大通是其取代高盛的首选合作伙伴，双方自去年初就已开始相关磋 商。 据报道，目前一些潜在接手方如美国运通、Synchrony和巴克莱银行已退出竞争。不过，协议尚未正式签署，考虑到Apple Card项目面临的诸多挑战，这笔交 易仍存在告吹的可能性。 若交易达成，这将是史上规模最大的信用卡业务转移之一，并将进一步巩固摩根大通作为美国最大信用卡发行商的地位。对高盛而言，剥离Apple Card业务 将有助于其摆脱CEO大卫·所罗门任内的一项棘手业务。 对苹果公司而言，与摩根大通合作将为Apple Card业务带来更大的稳定性。尽管该业务在过去几年实现快速扩张，但高盛在账单处理和退款操作方面曾遭遇 监管审查。根据原协议，高盛承诺至少服务至2029年。 ...

开云集团在财报中表示，当前"市场环境格外艰难"，集团将继续精简分销和成本基础。尽管业绩令人失望，但他强调过去两年的调整举措为未来发展奠定了 基础，并透露集团正努力扭转颓势。 【环球网财经综合报道】据CNBC等外媒报道，法国奢侈品巨头开云集团近日公布的财报显示，今年第二季度集团销售和利润均出现两位数下滑，降幅超过 华尔街预期，延续了奢侈品行业需求疲软的颓势。集团核心品牌古驰（Gucci）销售降幅进一步扩大，凸显高档奢侈品市场的严峻形势。 财报数据显示，开云集团上半年营业收入76亿欧元，同比下降16%；经常性营业利润9.69亿欧元，同比下降38.7%；净利润4.74亿欧元，同比下降46%。其中 二季度营收37亿欧元，同比下降18%，营业利润和净利润也出现显著下滑。 核心品牌古驰表现持续低迷，上半年营收30.27亿欧元，同比降超25%；二季度营收14.56亿欧元，降幅超25%。值得注意的是，二季度开云同店销售加速下 降15%，古驰降幅持平一季度。 开云首席财务官Armelle Poulou在财报电话会议上表示，集团已实施部分价格上调措施，并可能在秋季进行第二波调价，但会"以明智的方式进行"。她还提 到欧美贸易协议达 ...