7月15日，据路透社报道，苹果公司已与美国国防部支持的MP Materials（简称：MP）签署了一项价值5 亿美元（约35.9亿人民币）的协议以供应稀土磁铁。 该外媒认为，此举体现了苹果对美国唯一运营中的稀土矿业公司MP的大力支持。就在几天前，美国政 府宣布将成为MP的最大股东。这两件事都标志着MP的处境发生了惊人的转变。而去年，为了生存， MP曾考虑与一家澳大利亚竞争对手合并，并开设了新的业务。 去年2月，据路透社报道，澳大利亚莱纳斯稀土公司表示，与美国MP Materials公司就可能的合并进行的 秘密谈判已经结束。业内消息人士称，双方很难就价值达成一致。 莱纳斯是除中国外全球最大的稀土生产商，而MP则是美国最大的稀土生产商。此次谈判正值西方国家 寻求实现稀土磁性金属供应链多元化之际。 上周，MP与美国国防部达成了一项价值数十亿美元的协议，五角大楼将成为MP的最大股东和资金后 盾。虽然该协议确实要求使用回收材料制成的磁铁，以符合苹果公司长期以来摆脱对采矿业依赖的目 标，但苹果并未透露该协议的具体期限和供应磁铁的具体数量。 稀土元素是由17种金属组成的，用于制造将电能转化为动能的磁铁，其中包括使手机产生振 ...

【文/观察者网 潘昱辰 编辑/高莘】7月15日，由中国电动汽车百人会和车百智库研究院联合主办、以"新 质引领 智创未来"为主题的2025新能源智能汽车新质发展论坛在吉林长春东北亚会议中心召开。 与会代表包括政府有关部门领导、国内高校有关专家，以及吉利、岚图、江汽、一汽、长城、东软睿 驰、法雷奥、地平线、芯驰科技在内的整车和供应链企业，共同探讨新时期下汽车智能化作为新质生产 力，对中国汽车行业的总体推进作用，以及基于安全与效率的创新形式。 2025新能源智能汽车新质发展论坛 中国电动汽车百人会 中国电动汽车百人会副理事长兼秘书长张永伟在致辞中表示，从现在至2030年，中国汽车行业当加速普 及辅助驾驶、培育智能驾驶文化，并快速提出L3及更高等级自动驾驶的发展目标，维持全球领先优 势。他预计，2030年及之后两三年，将是 L3、L4 从试点走向规模化应用的窗口期。 张永伟还建议，企业的竞争力重心应迁移至智能和AI能力。未来汽车成本中机械占比将由70%降至30% 以下，电子与软件占比将达到70%，智能化和成本成为购车决策的首要因素。 中国电动汽车百人会副理事长兼秘书长张永伟 中国电动汽车百人会 在论坛期间，整车企业代 ...

Group 1 - The core issue arises from the rebranding of well-known consumer products sold at Sam's Club, leading to consumer dissatisfaction and accusations of brand betrayal [1][4] - Brands like Wei Long and Panpan have introduced products with altered packaging and branding, causing confusion among consumers who expect familiar branding [1][4] - The controversy has sparked significant public discourse, with consumers expressing their frustrations over perceived quality discrepancies and branding changes [1][4] Group 2 - Panpan's representative stated that the special products differ from regular packaging, and any inquiries about the branding should be directed to Sam's Club [4] - Lu Lu Mei's official customer service clarified that their products at Sam's Club are exclusive channel items made with imported ingredients, emphasizing that they maintain the same food safety standards across all sales channels [4][6] - Lu Lu Mei acknowledged the need to rebuild consumer trust, which is often more challenging than losing it, indicating a commitment to improving products and services in response to public sentiment [6]

（文/孙梅欣 编辑/张广凯） 当房地产行业发展的传统逻辑已被颠覆，全新的行业发展格局下，龙头房企纷纷努力探索新发展模式，构建起更平衡的业务组合。 经过过往的实践，龙湖在新模式上的探索已走在前列。在2024年，龙湖的经营性业务收入对集团整体收入贡献占比达到21%，已成为公司营收的重要来源和 利润的主要支撑点。 7月15日，龙湖集团发布了1-6月的业绩公告，今年上半年，龙湖由运营及服务业务组成的经营性收入约141.5亿元（含税），保持稳健增长，其中，由商业 投资、资产管理组成的运营业务亦持续向好，上半年实现收入约75亿元。 商业投资业务是龙湖最具标志性的业务之一。早在20余年前，龙湖集团就以前瞻性的视角，将商业地产作为重点发展的方向。截至今年上半年末，龙湖商业 已累计开业90座购物中心，期末整体出租率保持在96.6%的行业高位，1-6月的营业额同比实现了超20%的增长，日均客流同比增长超过9%，体量与质量均 位于行业头部。 如今，作为零售行业的重要载体，这份资产正发挥更大的意义。尤其是过去2年，在全社会"促消费、稳经济"的发展重心，以及人们对情绪消费的追求下， 消费零售需求攀升，线下商业体也迎来体量、运营、场景的 ...

Core Viewpoint - Huang Renxun, CEO of Nvidia, highlighted the strong partnership between Nvidia and Xiaomi during the China International Supply Chain Promotion Expo, praising Xiaomi's remarkable achievements in various product categories and China's advanced capabilities in hardware and software [1][3]. Group 1: Partnership and Collaboration - Nvidia has been closely collaborating with Xiaomi, with Huang expressing admiration for Xiaomi's transformation into a successful company under Lei Jun's leadership [1]. - Huang mentioned that he is interested in purchasing a Xiaomi car, indicating a personal investment in the partnership [1]. - The meeting between Huang and Lei Jun, which was not publicly disclosed, suggests potential upgrades in AI and smart mobility collaborations between the two companies [7]. Group 2: Innovation and Technology - Huang emphasized China's rapid innovation capabilities, attributing this to researchers and entrepreneurs, and noted that companies like Tencent, Alibaba, and others are driving global AI development [3]. - He acknowledged the impressive advancements in China's electric vehicle sector over the past five years, which have surprised the world [1]. Group 3: Historical Context - Huang and Lei Jun have a history of collaboration, dating back to the launch of Xiaomi 3 in 2013, where Huang personally introduced Nvidia's chip products [8].

Core Viewpoint - Pandora is considering a restructuring of its business in China, recognizing the need to reposition its brand in the market while still committing to strengthening its operations in the region [1][3]. Group 1: Business Performance in China - Pandora entered the Chinese market in 2009 and officially launched in 2015, experiencing significant growth with a sales increase of 175% in 2016 [1][3]. - By 2019, Pandora had over 240 stores in China, with revenues reaching 1.97 billion Danish kroner (approximately 2.13 billion RMB), accounting for 9% of global revenue, and same-store sales growing at an annual rate exceeding 20% [3]. - However, from 2020 to 2023, sales in China declined by 36%, 13%, 47%, and 9% respectively, with 2024 revenues dropping to 416 million kroner, nearly an 80% decrease from 2019 [3][4]. Group 2: Brand Strategy and Market Positioning - In 2023, Pandora attempted to revitalize its brand by focusing on "commemorative stories" and "collectible" core brand positioning to attract consumers [3]. - The brand's emphasis on emotional value and sustainability, using 100% recycled gold and silver, has struggled to resonate with pragmatic Chinese consumers [3][4]. - The CEO indicated a pause in expansion plans due to the overall sluggish luxury market in China, leading to the termination of previous store update plans [4]. Group 3: Competitive Landscape - The luxury jewelry market in China is experiencing polarization, with consumers gravitating towards higher-priced brands that promise value retention [6]. - Local brands are beginning to adopt Pandora's model, creating gold beads and collaborating with popular IPs to enhance retail margins [6]. - In contrast, the American market has become a significant contributor to Pandora's revenue, accounting for 32% of global sales in Q1 2025, while the Chinese market only generated 96 million kroner [8]. Group 4: Future Outlook - Pandora is contemplating its next steps in the Chinese market, shifting from continuous investment to closing stores, with an expected reduction of 50 locations [8]. - The brand's previous attempts at transformation have not yielded effective results, leading to speculation that exiting the Chinese market may be the most prudent decision [8].

Core Insights - Nvidia's CEO Jensen Huang highlighted the significant loss for the U.S. as top Chinese scholars and researchers return to China amid tense U.S.-China relations [1][3] - Huang expressed optimism about the vibrant opportunities in the Chinese market, which attract many researchers back home [3][4] - The U.S. government's recent policy shift allowed Nvidia to sell its H20 chip to China, which is crucial for the company's revenue [5] Group 1: U.S.-China Relations and Talent Migration - Huang noted that many Chinese researchers educated in the U.S. are returning to China, which he views as a major loss for the U.S. [1] - The tightening of U.S. visa policies and funding cuts under the Trump administration has deterred top Chinese talent from pursuing opportunities in the U.S. [1][5] Group 2: Opportunities in China - Huang emphasized the dynamic and vibrant nature of the Chinese market, which offers numerous opportunities for young entrepreneurs and startups [3] - He stated that half of the global AI researchers are based in China, indicating a robust growth in the country's AI industry [3] Group 3: Nvidia's Strategic Moves - The H20 chip, designed specifically for the Chinese market, faced export restrictions but has recently been approved for sale, which is seen as a victory for Huang [5] - The easing of restrictions on the H20 chip aligns with a broader trend of improving U.S.-China relations, as both countries work on technology export approvals [5]

据悉，自6月5日在白宫拜访特朗普后，默茨"几乎每周"都与特朗普通话。芬兰总统斯图布则通过在美国 佛罗里达州参加的一场高尔夫赛，与特朗普"结下了友谊"。 德国副总理兼财政部长克林拜尔、德国外长瓦德富尔则分别和特朗普的财长贝森特、国务卿鲁比奥建立 了联系。报道指出，贝森特和鲁比奥是特朗普政府中相对较为同情乌克兰的一派，德国据称获得了贝森 特口头承诺，将游说特朗普在制裁和武器方面给予乌克兰支持。此外，德国还和一批亲乌克兰的共和党 议员打好了关系。 【文/观察者网 邵昀】 从对俄罗斯"破冰"、跟乌克兰"吵架"，到称俄总统普京令人"失望"、但暂停部分对乌军援，再到威胁对 俄课税、还要供乌更多武器……美国特朗普政府为何能短短几个月就在俄乌政策上"变脸"，成了西方媒 体近来乐于报道的话题。美国《华尔街日报》15日引述知情人士称，这还要"多亏"欧洲领导人对特朗普 发起的密集"魅力攻势"。 14日，特朗普在会见北约秘书长吕特时宣布双方达成协议，将由北约替美国运往乌克兰的武器"买单"， 并为俄罗斯设定了50天的"和谈倒计时"，称否则就将征收关税。这被西方媒体被视为特朗普立场的"重 大转变"。 据《华尔街日报》说，特朗普私下真正松 ...

【文/观察者网 熊超然】美西方越是打压封锁，越会倒逼中国加快自主创新步伐，但不必讳言的是，对 于希望实现芯片设备100%国产化的中国人来说，攻克光刻技术仍然是一场硬仗。"中国能造出自己的阿 斯麦（ASML）吗？"7月16日，《日经亚洲》围绕这个问题，发布了一篇长篇报道。 这篇报道花了不少篇幅介绍了光刻技术对于芯片最终性能的重要性，并强调了光刻机设备的极高复杂 性，也正是因为这一点，让荷兰的阿斯麦在该领域一枝独秀，也让其他潜在挑战者面前障碍重重。事实 上，"本地光刻工具仍存空白点"、"远未实现自给自足"，这些也确实都是中国目前面对的客观现实。 不过，《日经亚洲》指出，通过"囤积"这一短期策略，中国仍旧保持着想要取代阿斯麦这一家荷兰领头 羊企业的强劲动力。一名半导体分析师认为，中国显然正努力开发自己的光刻技术，而取得成果需要时 间，手中掌握的大量阿斯麦设备库存显然为中国赢得了时间。另一名业内IT硬件研究主管也认为，尽管 光刻技术的准入门槛远高于其他类型的芯片制造设备，但鉴于许多技术已经存在多年，他预计中国最终 会取得突破。 报道援引一名日本芯片设备供应商高管的担忧称，一旦中国取得突破，将给非中国供应商带来巨大压 ...

二十年过去了，当地的工人仍然未能从制造业流失的冲击中恢复。虽然部分地区重现了增长，但新增的 工作岗位大多来自低薪产业。同样的故事在许多劳动密集型产业领域同时上演——如纺织、玩具、运动 用品、电子产品、塑料、汽车零部件。 然而，一旦中国的这场经济转型在2015年前后完成，其冲击的势能也不再积蓄。从那时起，美国的制造 业就业开始回升——在奥巴马总统任期，特朗普第一任期、拜登总统时期持续增长。 既然如此，您可能会问，为什么我们还要谈论"中国冲击"？我们也希望不必再谈论。我们在2013、2014 和2016年与苏黎世大学的合作者大卫·多恩（David Dorn）共同发表了系列研究，第一次系统呈现了来自 中国进口的竞争如何对美国部分地区造成长期、结构性的就业和收入损失。如今我们想强调的是：美国 的政策制定者花太多时间沉湎于过去，准备打"上一场（贸易）战争"。他们真正应该仔细研究的是正在 浮现的"中国冲击2.0" 提前剧透：这一次冲击对美国的影响可能比上一次更严重。 "中国冲击1.0"是一次性的事件：本质上，中国当时只是想明白了它数十年前就该开启的发展步伐。美 国为此付出了不必要且惨痛的工作岗位流失，但说到底，美国也不是 ...