【文/观察者网专栏作者 张仲麟】 7月24日，俄罗斯安多拉航空一架执行巴哈罗夫斯克-布拉戈维申斯克-滕达航班的客机，在滕达机场降 落时发生事故失联，随后确认坠毁在距离机场15公里的树林里，机上49人全部遇难，包括一名中国公 民。 俄罗斯远 东地区阿穆尔州滕达镇附近一架安东诺夫AN-24客机坠毁的现场图自俄远东交通检察院 失事的飞机机型是安24，即我国运七的原型。这架失事的安24是上世纪七十年代苏联时期生产的，至今 机龄已有五十多年，可谓是爷爷辈的飞机了。根据俄罗斯方面的报道，失事飞机首次在滕达机场降落时 由于天气条件恶劣选择了复飞，在尝试第二次降落时与地面失去联系并从雷达上消失。 由于事故飞机安24过于老旧，并没有安装ADS-B设备，加上俄罗斯远东地区大范围无人区，因此失事飞 机的飞行信息并没有被如flightradar24这些ADS-B网站所收集到，也因此无从对飞机坠毁的最后状态进 行分析。而由于滕达机场规模过小，其METAR天气报文信息也没有被相关天气报文网站所收录，因此 无法从报文分析事故发生时的气象条件，仅能根据俄罗斯方面的报道得知，当时天气较差并由此导致了 第一次复飞。 目前虽然无法对本次空难进行详 ...

Group 1 - The U.S. has announced an artificial intelligence action plan aimed at maintaining its leadership over China in the AI sector, with a call for collaborative development rather than competition [1] - Intel is implementing a layoff plan affecting approximately 15% of its workforce, reducing the total number of employees to around 75,000 by the end of the year [2] - TikTok's revenue reached $23 billion in 2024, marking a 42.8% year-on-year increase, and it has become the fourth largest social media app globally [2] Group 2 - Tesla's humanoid robot, Optimus, is set to take on a new role as a food delivery assistant at a supercharging restaurant in Los Angeles [3] - Neuralink aims to implant chips in 20,000 individuals annually by 2031, targeting annual revenue of at least $1 billion [4] - SpaceX is actively seeking solutions to address the recent interruption of its Starlink internet service [4] Group 3 - WeChat Pay has officially integrated with the HarmonyOS 5 cash register system, enhancing payment convenience for users of HarmonyOS 5 devices [6] - Shanghai plans to issue demonstration operation licenses for intelligent connected vehicles during the 2025 World Artificial Intelligence Conference [6] - Meituan held a conference addressing concerns in the food delivery industry, highlighting issues such as price wars and declining order values [7] Group 4 - Mitsubishi Motors has completely exited the Chinese market by terminating its joint venture and engine business operations in the country [7]

Group 1 - The 25th China-EU summit held in Beijing on July 24 marks the 50th anniversary of diplomatic relations between China and the EU, amidst complex economic cooperation and geopolitical tensions [1] - The EU and China are major trade partners, with daily trade exceeding 2 billion euros, but the EU views China as a "partner, economic competitor, and systemic rival," indicating a contradictory stance [1][2] - The EU's trade issues with China remain unresolved, with ongoing tensions exacerbated by accusations of China's support for Russia during the Ukraine conflict [2][4] Group 2 - The EU has expressed concerns over China's close relationship with Russia, believing that China's support has bolstered Russia's wartime economy, which has been a long-standing issue rather than a recent development [2][6] - Despite the EU's frustrations with the US, it does not imply that trade issues with China will disappear, as tensions in EU-China trade are independent of US-EU negotiations [5][6] - The EU aims to maintain good relations with both the US and China, with recent negotiations potentially lowering tariffs to around 15%, significantly below previous threats of 30% [7] Group 3 - The influx of low-priced Chinese electric vehicles into the European market raises concerns among EU countries about the potential collapse of local manufacturers and the loss of core technology [8] - The EU may implement a minimum sales price for electric vehicles to protect its market, which would affect Chinese brands, highlighting the need for compromise between the two parties [8][9] - The EU has expressed dissatisfaction with China's unfulfilled commitments, leading to a phenomenon termed "commitment fatigue," indicating a need for substantial progress in negotiations [8][9] Group 4 - The EU is pursuing "strategic autonomy," aiming to reduce its security dependence on the US, a process accelerated by the Ukraine conflict, although achieving this goal will take time [9][10] - The EU's security concerns primarily stem from Russia, not China, suggesting that there are no significant tensions between the EU and China in security matters [11][12] - The main conflicts between the EU and China are centered on trade relations, and the recent summit provides an opportunity to address and alleviate these issues, although comprehensive solutions may not be immediate [13][14]

Core Points - The U.S. and Japan have reached a trade agreement where the U.S. will reduce tariffs on Japanese cars and parts to 15%, while Japan will invest $550 billion in the U.S. and open its markets for cars and rice [1][2] - U.S. automakers express concerns that the reduced tariffs will disadvantage American companies, as they will face higher tariffs on vehicles produced with a significant amount of U.S. parts compared to Japanese imports [2][6] - The agreement may set a precedent for other countries, raising fears among U.S. automakers about potential similar negotiations with the EU and South Korea [6][8] U.S. Automakers' Concerns - U.S. automakers, represented by the American Automotive Policy Council, argue that the deal is detrimental to American industry and workers, as it imposes higher tariffs on domestically produced vehicles with U.S. parts [2][6] - General Motors reported a $1 billion profit drop in Q2 due to tariffs and warned of further losses in the next quarter, while Stellantis expects a $2.7 billion loss in the first half of 2025 [6] - The complexity of the North American automotive supply chain means that U.S. manufacturers are heavily reliant on parts from Mexico and Canada, making them vulnerable to tariff impacts [6] Market Reactions - Following the announcement of the U.S.-Japan trade agreement, stock prices for Toyota and Honda surged, along with shares of Korean and European automakers [7] - The German automotive industry is particularly concerned, as they have seen a significant drop in exports to the U.S. and are advocating for concessions in trade negotiations [7] - South Korean automakers Hyundai and Kia are expected to report significant losses due to tariffs in their upcoming financial results [7][8] Future Trade Negotiations - The U.S. government is reportedly exploring similar agreements with the EU and South Korea, but there are concerns about the implications for U.S. automakers if these countries secure lower tariffs [6][8] - A White House official downplayed the likelihood of similar tariff reductions for other countries, emphasizing that Japan's investment proposal was unique [8]

Group 1 - China Gold Group's Inner Mongolia Mining Company has suspended operations following a tragic accident that resulted in the deaths of six students during a field trip [1][3] - The accident was caused by the failure of a steel grating board above the flotation tank, which had a pre-existing crack and broke under load, leading to the board's collapse [3] - The investigation revealed that the company had previously replaced part of the grating but did not conduct non-destructive testing on all welds, and there were no clear safety guidelines regarding the number of people allowed on the platform [3] Group 2 - The affected workshop has been shut down for rectification, and three individuals, including the safety vice president and workshop director, have been subjected to criminal coercive measures [3] - Northeast University has initiated internal accountability measures, suspended all field internships at mining sites, and established a support team for the families of the deceased [3] - The company and the university have contacted the families of the six deceased students to negotiate compensation in accordance with relevant regulations [3]

Core Points - The White House has released an AI action plan outlining federal policy actions under the Trump administration, including promoting AI exports and addressing energy and licensing issues related to AI infrastructure [1][5] - Trump appears to be excluding Elon Musk's AI startup xAI from federal contracts, despite xAI recently being awarded contracts by the Department of Defense [2][3] - The relationship between Trump and Musk has soured, impacting potential collaborations, although Musk's SpaceX continues to hold significant government contracts [4] Group 1: AI Policy Actions - The AI action plan includes requirements for federal procurement of large language models to be neutral and unbiased [1] - Trump has signed an executive order prohibiting federal agencies from engaging with companies that exhibit partisan bias or ideological agendas [5] - The administration plans to eliminate regulatory measures seen as hindering innovation, particularly those from the Biden era related to diversity, equity, and climate change [5] Group 2: xAI and Federal Contracts - xAI has launched a suite of AI products for government clients, including the Grok 4 language model, which is now available for procurement by federal agencies [2][3] - If Trump directs the government to exclude xAI from contracts, the company could miss significant opportunities for collaboration [3] - The Department of Defense has awarded contracts to xAI and three other AI companies, each with a maximum value of $200 million, to develop agentic AI workflows [3] Group 3: SpaceX and Government Relations - SpaceX has received over $22 billion in non-classified contracts from the Department of Defense and NASA since 2000, indicating strong government reliance on the company [4] - Following the deterioration of relations between Trump and Musk, the Trump administration has reviewed SpaceX's government contracts but found most difficult to cancel due to SpaceX's dominant position in rocket launches and low Earth satellite services [4] - The Trump administration is seeking alternative partners for missile defense systems to reduce reliance on SpaceX, engaging with Amazon's Project Kuiper and other defense contractors [4]

Core Viewpoint - The sanitary napkin brand "Mian Mima" created by influencer Xinba is facing quality issues, with reports indicating high levels of thiourea in multiple batches of products, raising health concerns for consumers [1]. Group 1: Product Quality Issues - Multiple batches of "Mian Mima" sanitary napkins, including various types, were found to contain high concentrations of thiourea, with one product showing a thiourea content of 16653.4679 μg/g [1]. - Thiourea is classified as a Group 3 carcinogen by the International Agency for Research on Cancer (IARC) and is associated with potential health risks such as thyroid dysfunction and reproductive system damage [1]. Group 2: Company Response and Compliance - In response to the allegations, Xinba's company stated that they requested inspections from local authorities, and the results indicated that the tested products met national standards, with no thiourea detected [4]. - The brand "Mian Mima" was established in 2017 under Xinba's group, focusing on women's hygiene products, and has sold over 549,000 units with sales exceeding 100 million yuan as of last August [4].

Group 1 - Former McDonald's China executive Tang Haitao has joined Bawang Chaji as CTO, bringing extensive digital experience to enhance competitiveness in the tea beverage market [1] - Bawang Chaji has also appointed Eugene Lee as Vice President and Chief Marketing Officer for the Asia-Pacific region, who previously served as McDonald's International CMO [1] - Bawang Chaji's CFO, Huang Hongfei, also transitioned from McDonald's China, indicating a trend of talent acquisition from the fast-food giant [1] Group 2 - Ye Ye Bu Pao Cha is projected to achieve a net profit of approximately 70 million yuan in 2024, with expectations to reach 200 million yuan in 2025 while seeking financing [2] - The brand has over 2,500 stores nationwide and aims to expand to 5,000 stores by 2025, showcasing aggressive growth plans [2] - Co-founder Yu Lina's previous experience in leading roles at other tea brands has been pivotal in the company's success [2] Group 3 - The tea brand Xianji has opened its first flagship store in Hangzhou, focusing on creating a differentiated experience with a spacious design and a variety of drink options [3] - The flagship store features 42 drink options with prices ranging from 15 to 32 yuan, and offers promotions to attract customers [3] - The founder emphasizes the importance of a complete offline experience to build brand recognition and consumer connection [3] Group 4 - Heytea has participated in the 2025 Food Safety Publicity Week, sharing its food safety management innovations and being recognized as a "2024 Annual Food Safety Good Case" [4] - The event aims to promote public participation and social governance in food safety, highlighting the industry's commitment to safety standards [4] Group 5 - M Stand is set to open its first overseas store in Kyoto, Japan, strategically located near the famous Blue Bottle Coffee [5] - The new store is designed as a standalone building, allowing for a complete presentation of the M Stand brand and service experience [5] - M Stand currently operates around 570 stores across 38 cities in China, with an average customer spend of 43 yuan [5]

【文/观察者网 王一】据新华社报道，当地时间7月22日，美国总统特朗普指控前总统奥巴马在2016年 和2020年两届美国总统选举期间存在"叛国"行为，随后奥巴马立即通过发言人否认了这一说法。 白宫新闻秘书莱维特与记者爆发了口角。 视频截图 当天在白宫，围绕加巴德在此事上积极为特朗普冲锋是否为了讨好他，白宫新闻秘书莱维特与记者爆发 了口角。莱维特拒绝承认加巴德此举是"为了提升在特朗普心中摇摇欲坠的地位"，媒体拿此事炒作不过 是试图在特朗普团队中制造分裂。 美媒注意到，加巴德的说法大多不新，而且站不住脚。尽管如此，加巴德仍坚称，她对前任民主党政府 的调查，是为了防止国家安全机构被"政治武器化"。但此举反而引发外界对她的质疑，作为美国情报体 系的最高主管，她的职责原本是提供不带偏见的情报，而非参与政治斗争。 当时记者要求加巴德回应那些"你现在发布这些文件只是为了提高你在总统面前的地位，因为总统此前 说你的情报评估是错误的"的质疑，莱维特迅速代表加巴德进行了反驳。 "谁说的？她发布这些是为了提高她在总统心中的地位，谁说的？"莱维特否认特朗普对加巴德缺乏信 心，称"我每天都和美国总统在一起，他对加巴德充满信心"，这样暗 ...

Core Insights - The U.S. energy sector, particularly oil and gas, has been severely impacted by the trade war initiated by the Trump administration, leading to a significant reduction in energy exports to China [1][4][5] Energy Imports from the U.S. - China has almost completely stopped importing three major energy sources from the U.S.: coal, crude oil, and liquefied natural gas (LNG) as of June [1][4] - In June, China did not import any crude oil from the U.S. for the first time in nearly three years, while the value of coal imports from the U.S. dropped to just a few hundred dollars compared to over $90 million in June of the previous year [1][4] - The U.S. LNG exports to China have also been zero for four consecutive months, indicating a significant decline in trade [1][4] Tariff Impacts - The Chinese government imposed tariffs on U.S. energy products, including a 15% tariff on coal and LNG, and a 10% tariff on crude oil, as a countermeasure to the trade war [1][5] - The high tariffs have made U.S. energy products less economically viable for Chinese buyers, leading to a strategic shift towards other suppliers [5][6] Market Dynamics - The share of U.S. LNG in China's imports has decreased from 11% in 2021 to just 6% last year, reflecting a broader trend of diversification in energy sourcing [4][6] - China is increasingly sourcing oil from countries like Saudi Arabia and Russia, with the U.S. barely making it into the top ten suppliers [5][6] Long-term Implications - Experts suggest that the cessation of U.S. crude oil imports by China may have long-lasting effects, with Chinese importers unlikely to sign new contracts for U.S. LNG [4][6] - The geopolitical tensions and U.S. sanctions are prompting China to enhance its domestic energy production and seek alternative energy sources, reducing reliance on U.S. imports [6][7]