Group 1 - The core viewpoint emphasizes the importance of boosting consumption as a key strategy for expanding domestic demand, with the government prioritizing this in its work report [1] - Local governments face significant financial constraints due to accumulated debt and a downturn in the real estate market, which complicates the implementation of consumption-boosting policies [1][4] - A recommendation is made to establish a positive incentive mechanism for local governments to promote consumption, aligning with the new stage of economic development in China [1][4] Group 2 - The structure of tax revenue in China shows that VAT, corporate income tax, consumption tax, and personal income tax are the top four tax types, with VAT contributing the most to local tax revenue [2] - The proposal suggests focusing on VAT and consumption tax reforms to stimulate consumption, with specific recommendations for improving the distribution of VAT to favor consumption areas [2][17] - International experiences, particularly from the EU, highlight the transition from production-based to consumption-based tax systems, which could inform China's VAT reform [8][10] Group 3 - The current VAT distribution mechanism in China is criticized for not compensating consumption areas directly, leading to inefficiencies and a lack of incentive for local governments to foster consumption [6][5] - The need for a more scientific and reasonable compensation mechanism is emphasized to align local government incentives with consumption contributions [6][17] - Recommendations include optimizing the VAT distribution mechanism and improving the consumption tax rate structure to enhance consumption [17][19] Group 4 - The U.S. sales tax system provides insights for China's consumption tax reform, particularly in using differentiated tax rates to guide consumer behavior and linking tax revenues to public services [11][15] - The suggestion is made to establish a consumption tax income adjustment system during the transition period to balance regional tax revenue distribution [18] - The importance of improving the consumption statistics system is highlighted to support tax reforms and enhance data infrastructure for a unified market [20]

近日，有网友发现，苹果的官方微博账号@Apple支持闹出了一个"乌龙事件"，意外地为竞争对手三星的Galaxy Z Flip7手机做了免费宣传。 该词条登上小红书热点榜 据悉，@Apple支持在微博上发布了一则消息，文案是介绍苹果设备的家长控制功能，但是下面配的视频却是三星Galaxy Z Flip7的宣传视频。目前已经无法 在@Apple支持主页找到该条微博。 图源小红书截屏 他提到，其实这是微博客户端的bug，导致某条微博的文案与视频错位，这种情况重启客户端就能修正。看到有网友说苹果和三星共用了同一个广告公司， 这个错误的信息。 此前，有猜测认为，此次乌龙事件可能是由于苹果和三星在中国使用了同一家广告代理公司，导致有人在操作时搞混了。对此有博主@钟文泽给出回应。 本次意外宣传的三星Galaxy Z Flip7是三星电子7月9日在美国纽约发布的新品折叠屏手机，国行预售起步价为7999元。该产品展开厚度为6.5毫米，合屏厚度 为13.7毫米，重量188克。这款新手机拥有4.1英寸的外屏和6.9英寸的主显示屏。它配备了5000万像素的主摄像头和1200万像素超广角双摄，电池容量为 4300mAh。 图源微博截屏 ...

Core Points - An incident occurred where Apple's official Weibo account mistakenly promoted Samsung's Galaxy Z Flip7, leading to unintended advertising for a competitor [1][3] - The post intended to highlight Apple's parental control features but included a video of the Samsung device, which has since been removed from the account [3] - Speculation arose that the error was due to both companies using the same advertising agency in China, but a blogger clarified it was a bug in the Weibo client that caused the mix-up [5] - This incident is notable as Apple is reportedly developing its first foldable iPhone, expected to launch in September next year, which will compete directly with Samsung's foldable products [6] - The Samsung Galaxy Z Flip7 was launched on July 9 in New York, with a starting price of 7,999 yuan in China, featuring a thickness of 6.5 mm when unfolded, a weight of 188 grams, and a dual-camera setup [6]

7月30日，国家统计局网站公布了2025年7月中国采购经理指数运行情况。7月份，制造业采购经理指数 （PMI）为49.3%，比上月下降0.4个百分点，制造业景气水平有所回落。 其中，大型企业PMI为50.3%，比上月下降0.9个百分点，其生产指数和新订单指数分别为52.1%和 50.7%，均连续三个月位于扩张区间，大型企业保持较好生产经营态势；中型企业PMI为49.5%，比上月 上升0.9个百分点，景气水平继续改善；小型企业PMI为46.4%，比上月下降0.9个百分点。 一、中国制造业采购经理指数运行情况 7月份，制造业采购经理指数（PMI）为49.3%，比上月下降0.4个百分点，制造业景气水平有所回落。 从企业规模看，大型企业PMI为50.3%，比上月下降0.9个百分点，高于临界点；中型企业PMI为49.5%， 比上月上升0.9个百分点，低于临界点；小型企业PMI为46.4%，比上月下降0.9个百分点，低于临界点。 从分类指数看，在构成制造业PMI的5个分类指数中，生产指数和供应商配送时间指数均高于临界点， 新订单指数、原材料库存指数和从业人员指数低于临界点。 生产指数为50.5%，比上月下降0.5个百分点 ...

7月27日，北京谋智火狐信息技术有限公司（以下简称"北京火狐"）发布公告，确认北京火狐将不再运 营Firefox浏览器及任何与Firefox有关的中国大陆业务。因此，北京火狐将于2025年9月29日后，正式终 止与Mozilla及Firefox浏览器相关的中国大陆运营。Firefox浏览器将在中国大陆继续可用并保持全部功 能。 公告表示，此前北京火狐是获得了Mozilla方面的授权，在中国大陆负责部分 Firefox 浏览器相关业务。 北京火狐将于2025年9月29日后，正式终止与Mozilla及Firefox浏览器相关的中国大陆运营，Firefox火狐 通行证等中国账户服务也将于9月29日后正式关闭，相关的同步信息将被删除。但Firefox浏览器本身将 在中国大陆地区继续可用并保持全部功能。 北京火狐方面强调，其中文网站及储存的中国账户数据等将会严格遵守《中华人民共和国数据安全法》 《中华人民共和国个人信息保护法》等相关法律法规，依法同步删除与用户相关的数据。 在火狐社区，官方同样做了相关公告的提示。 长期以来，Firefox以兼容性强、使用便捷等优点获得了一批忠实用户，有不少网友对北京火狐即将关闭 表示惋 ...

Group 1 - OpenAI launched a new ChatGPT learning mode that assists learning through gradual guidance rather than quick answers, available for various user tiers [1] - Amazon signed an AI licensing agreement with The New York Times, committing to pay between $20 million to $25 million annually, allowing the use of NYT content for AI model training [2] - Google confirmed it will sign the EU's voluntary AI code of conduct, aimed at helping AI developers comply with EU AI regulations, while Meta previously rejected the framework [2] Group 2 - ZTE unveiled its first emotional AI pet named "Mochi" at the World Artificial Intelligence Conference, promoting it as a smart companion capable of emotional connection [3] - Microsoft identified the top 10 professions most impacted by AI, with translators and interpreters being the most affected, while roles like nursing assistants and heavy equipment operators are less impacted [4] - Apple experienced a setback in its AI strategy as four AI researchers left for Meta within a month [5] Group 3 - Huawei's HarmonyOS 5 terminal count surpassed 10 million, as announced by Yu Chengdong, a senior executive at the company [7] - Xiaomi's automotive division announced the rollout of its 10 million Clips version of end-to-end assisted driving features, emphasizing the importance of user attention during driving [8]

Group 1 - OpenAI launched a new ChatGPT learning mode that assists users through gradual guidance rather than quick answers, available for free, Plus, Pro, and Team users, with Edu version users to receive it in the coming weeks [1] - Amazon signed an AI licensing agreement with The New York Times, committing to pay between $20 million to $25 million annually, allowing Amazon to use the content for training its AI models and providing summaries through Alexa [2] - Google confirmed it will sign the EU's voluntary AI code of conduct, aimed at helping AI developers comply with EU AI regulations, while Meta previously stated it would not sign, criticizing the EU's approach [2] Group 2 - ZTE unveiled its first emotional AI pet named "Mochi" at the World Artificial Intelligence Conference, designed to provide companionship and emotional connection, with a user adoption program announced for early experience users [3] - Microsoft released a report identifying the top 10 professions most impacted by AI, with translators and interpreters being the most affected, while jobs like nursing assistants and heavy equipment operators are less impacted due to their physical nature [4] - Apple experienced a setback as four AI researchers left for Meta within a month, indicating challenges in its AI strategy [5] Group 3 - An incident occurred where Apple's official account mistakenly promoted a Samsung Galaxy Z Flip7 video, raising questions about potential mix-ups due to shared advertising agencies [6] - Huawei's Yu Chengdong announced that the number of HarmonyOS 5 devices has surpassed 10 million [7] - Xiaomi's automotive division announced the rollout of its 10 million Clips version of end-to-end assisted driving features for the SU7 series, emphasizing the importance of user awareness regarding the limitations of assisted driving technology [8]

刚刚！万科的第一大股东深铁集团，对其进行了2025年以来的第七波支援。 7月30日晚间，万科A(股票代码：000002.SZ)发布公告称，公司董事会会议审议通过了关于深铁集团向公司提供不超过8.69亿元借款的议案。 在本次借款中，万科以持有的投资性房地产、固定资产的不动产产权和非上市公司股权(统称"抵质押资产")为本次股东借款提供资产抵质押担保，拟提供的 抵质押资产价值为不超过12.98亿元。抵质押率约定方面，合同约定投资性房地产、固定资产为账面净值的70%，非上市公司股权为账面净值的50%。 根据万科披露的质押清单，抵质押资产共7项，涉及办公资产、企业股权以及公寓资产。 值得注意的是，这已经是深铁集团今年第七次向万科A提供借款。 据统计，今年的2月10日、2月21日、4月29日、5月14日、6月6日、7月3日，深铁集团分别拟向万科提供不超过28亿元、42亿元、33亿元、15.52亿元、30亿 元及62.49亿元借款，用途均为偿还公司在公开市场发行的债券的本金与利息。 而在本次借款全额落地后，深铁集团今年已累计向万科提供借款金额近220亿元。对于本次借款，万科表示，"上述安排充分体现了大股东对公司的支持。" ...

【文/观察者网 齐倩】据智通财经7月30日消息，丹麦制药公司诺和诺德（Novo Nordisk）下调了2025年 业绩指引，预计2025财年销售额与利润增速大幅下降。这是诺和诺德今年第二次下修业绩预期。 司美格鲁肽已在中国获批上市 近年来，诺和诺德公司生产的减肥药司美格鲁肽——诺和泰（Ozempic）和诺和盈（Wegovy）爆火，在 全球范围内供不应求。但作为欧洲市值最大的公司之一，诺和诺德业绩却出现大幅下滑。 诺和诺德警告称，该公司预计全年销售增长率为8%至14%，远低于5月预期的13%至21%。同时，其全 年利润增长预期也从16%至24%，下调至10%至16%。该公司称，剔除汇率波动影响后，今年上半年销 售增长18%，营业利润增长29%。 据观察，截至周二市场收盘，诺和诺德公司股价大跌23.1%。 当天，该公司还宣布，现任国际运营执行副总裁马齐亚尔·迈克·杜斯达尔将接任因股价下跌而被免职的 拉斯·弗鲁尔加德·约根森，于下周担任首席执行官并成为集团总裁。 29日，诺和诺德股价暴跌超过五分之一，市值蒸发超过600亿欧元（约合4950亿元人民币）。此前在美 国食品和药物管理局（FDA）的鼓励下，美国药企"奉旨仿 ...

导读：理想i8的挑战在于如何"被看见"。 【文/观察者网 刘怀文 周盛明 编辑/高莘】7月29日，理想汽车理想i8正式发布，定位家庭六座纯电 SUV，售价区间32.18万—36.98万元。这是理想继MEGA后推出的第二款纯电车型，也是其在SUV主战 场的首次电动化尝试。 以AI技术、空间优化、座舱体验等"非显性价值"作为核心卖点，i8展现出了理想优秀的产品定义能力， 也体现了品牌对于"家庭场景"的深刻理解。然而，在价格、配置和外观等更容易被感知到的层面，i8却 缺乏"第一眼"的惊艳感。 正因如此，理想i8也引发了投资者的担忧。截至当地时间7月29日美股收盘，理想汽车报27.38美元，单 日跌幅达6.2%；截至7月30日港股收盘，理想汽车报104.5港元，单日跌幅达12.84%。 在当前产品力极度"显性化"的纯电SUV市场中，这样的策略对于品牌传播和用户认知提出了更高的要 求。如何让更多非核心的受众理解"人有我优"，成为这款产品需要跨越的第一道门槛。 产品定义出色，但是…… "买电动车看什么？要看家人需要什么？冰箱彩电大沙发，豪华家电搬上'家'。"理想汽车官方曾发布这 样的内容来回应外界质疑，这充分体现了理想汽 ...