7月1日，观察者网获悉，美团近日在北京推出了全新打造的"浣熊食堂"，用户下单前可实时"云体验"，随时"看汇报"，下单后将收到食安封签严格守护的餐 品。 在北京亮马河附近的浣熊厨房示范区可以看到，"鲜芋仙"店铺里，店员正在制作甜品，熬煮、配料、制作、打包全过程画面都被智能摄像头记录，并实时上 传在现场的明厨亮灶大屏幕上，同一时刻，用户在手机上也能看到每个细节。 在东直门，浣熊食堂里"德克士"店长在午高峰后完成了一次清洁，现场图片和动作也被记录在"食安日记"，上传到美团外卖App，后台显示1235位用户在一 小时内点击查阅。 据介绍，"浣熊食堂"是美团为餐饮行业探索建设的放心外卖基础设施，以线下投资建设的集中式外卖厨房为基础，以"全程可视可追溯"为运营原则，延伸至 餐饮全链条，联合商家共同保障食品安全。 "一开始不是很适应，但我们制定了严格的操作规范，浣熊食堂也有日常巡检和提醒，特别是看到用户的点赞后，我们对自己的工作和餐品更有信心了。"德 克士东直门店店长表示。 打开"浣熊食堂"消费者评价页面可以看到，众多消费者反馈"食材好""自己的订单自己看着店员制作打包，很踏实""可放心下单"。用户看得见、看得真，对 商家 ...

7月首个交易日，A股创新药板块迎来强势上涨，多只个股掀起涨停潮。昂利康（002940.SZ）三日两度涨停，股价刷新历史新高；前沿生物（688221.SH） 20%涨停，舒泰神（300204.SZ）、科兴制药（688136.SH）等十余只个股单日涨幅超10%。 消息面上，国家医保局联合国家卫生健康委发布的《支持创新药高质量发展的若干措施》（以下简称《措施》）成为板块爆发的直接催化剂，政策从研发支 持、医保准入、临床应用等多维度发力，为创新药行业注入强劲发展动能。 《措施》首次明确推动医保数据合规用于创新药研发，依托全国统一医保信息平台，归集疾病谱、临床需求等数据，助力企业精准定位研发方向。同时，新 政鼓励商业健康保险通过投资基金等方式培育"耐心资本"，并优化医保部门企业接待机制，为创新药企业提供点对点政策指导。此外，国家将组织实施创新 药物研发重大专项，重点突破重大传染病、慢性病及罕见病等领域，联动国家医学中心加速科研攻关。 在医保准入方面，新政提出双向完善医保目录与商保目录的动态调整机制，建立重大公卫事件临时纳入通道，并创新支付标准谈判体系，允许销售超预期的 创新药通过谈判适度调整支付标准。尤为值得关注的是， ...

【文/观察者网 张菁娟】自今年1月20日不按常理出牌的特朗普重返白宫以来，其极具争议性的政策举 措在国际社会引发强烈震荡。在"美国优先"理念下，这位美国总统退出多个国际组织和多边机制，发起 无差别关税战，让国际秩序陷入撕裂状态。 《亚洲时报》7月1日以"在特朗普的游戏中，中美是赢家，欧洲则为之买单"为题发表评论文章，称在特 朗普第二任期开局，一种模式已然显现：美国设定议程，中国精准应对，而欧洲则选择屈服。其结果是 一种两极秩序的形成，欧洲沦为出资者和啦啦队的角色。 文章作者、专注于欧亚关系研究的驻香港地缘政治分析师塞瓦斯蒂安·孔廷·特里略-菲格罗亚（Sebastian Contin Trillo-Figueroa）表示，在短短五个月内，特朗普就获得了前几任总统仅停留在理论层面的国防 开支承诺。当中国的稀土出口管制措施迫使华盛顿迅速调整策略时，欧洲却只能发出空洞的哀叹。这种 不对称揭示了一切：一个阵营运用杠杆，另一个以决心回应，而第三个则负责开支票。 "特朗普甚至无需开口要求，他们就主动奉上了投降书。"文章写道，当欧洲分析人士沉迷于讨论特朗普 的民粹主义及其对民主的威胁时，他们忽略了关键问题——他正在精准实现自 ...

Group 1 - Trump criticized Elon Musk for benefiting excessively from U.S. government electric vehicle subsidies, suggesting that without these subsidies, Tesla would not have survived and Musk might have returned to South Africa [1][3] - Trump highlighted that Musk's support for him during the presidential campaign contradicts Musk's current stance on electric vehicle mandates, emphasizing that while electric vehicles are acceptable, forcing everyone to own one is unreasonable [3] - The U.S. government has provided significant tax incentives for electric vehicle purchases, with consumers eligible for up to $7,500 in tax credits, making Tesla one of the primary beneficiaries of this policy [3] Group 2 - The Biden administration aims to increase the electric vehicle sales target to 68% by 2032 as part of its climate action plan, continuing the push for clean energy initiated during the Obama administration [3] - Trump's campaign has repeatedly criticized the clean energy subsidy policies, labeling them as a gift to Chinese manufacturing, and he has proposed eliminating these subsidies in his tax reform plan [3] - Despite Musk's opposition to mandatory electric vehicle sales targets, he has consistently emphasized the importance of subsidy policies for innovation in the industry [3]

（文/朱道义 编辑/张广凯） 国内酒店龙头的赴港IPO之旅，再度迎来了新进展。 6月29日，上海锦江国际酒店股份有限公司（简称：锦江酒店，股票代码：600754.SH）向港交所递交 上市申请书，东方证券国际担任独家保荐人。 6月24日晚，锦江酒店公告透露，公司收到上海市国资委出具的《市国资委关于上海锦江国际酒店股份 有限公司发行H股股票有关事宜的批复》（沪国资委产权〔2025〕135 号）。根据批复，上海市国资委 原则同意锦江酒店本次发行的方案，本次发行的H股股数不超过发行后公司总股本的15%（超额配售权 行使前），并根据市场情况授予不超过前述H股发行股数15%的超额配售权。 此前于6月4日，锦江酒店表示，为深入推进公司的全球化战略，加强与境外资本市场对接，拟于境外发 行股份（H股）并在香港联交所上市。 本文系观察者网独家稿件，未经授权，不得转载。 针对赴港IPO将为公司在资金、国际化战略以及资产管理方面带来的变化，锦江酒店董事长张晓强在6 月23日的业绩说明会上表示，"当前正处于香港资本市场恒生指数回升，流动性和估值恢复市场水平的 有利窗口。公司把握政策与市场机遇，推进国际资本市场布局，将有利于支持国际化战 ...

Group 1 - Baidu announced a new organizational adjustment on July 1, with He Haijian, former CFO of Kingsoft Cloud, becoming Baidu's CFO, while veteran executive Cui Shanshan stepped down as HR head [1] - The organizational changes include three key shifts: He Haijian officially joins Baidu as CFO, He Junjie no longer serves as acting CFO and will oversee HR and administrative management, and Cui Shanshan continues as Secretary-General of the Cultural Committee [1] - He Haijian has a strong background in finance and investment banking, having served as CFO of Kingsoft Cloud from 2020 to June 2025, leading the company to successful listings in the US and Hong Kong [1][2] Group 2 - He Junjie, who has a deep investment banking background, has held various significant roles prior to joining Baidu, including positions at China International Capital Corporation and Warburg Pincus [3] - He Junjie has been instrumental in major strategic projects at Baidu, including the merger of Baidu Waimai and Ele.me, and the IPO financing of iQIYI [3] - The new head of Baidu's Mobile Ecosystem Group (MEG), Luo Rong, also has a finance background, having previously served as CFO at multiple companies [3][4] Group 3 - Cui Shanshan, a founding member of Baidu, has played a crucial role in revitalizing the company's corporate culture after returning in 2017, emphasizing accountability and performance [4][5] - Following a public relations crisis, Cui Shanshan reinforced the importance of Baidu's core values and the need for continuous self-improvement [5] - CEO Li Yanhong highlighted that the organizational changes aim to stimulate innovation and vitality within the company [5]

Core Insights - MG and OPPO have announced their latest achievements in the vehicle connectivity sector, launching the 2026 MG5 and Cyberster models with competitive pricing and various purchase benefits [1] - MG is accelerating its "All in New Energy" strategy, planning to release 13 new models over the next two years, covering pure electric, hybrid, and range-extended vehicles [3] - The collaboration between MG and OPPO aims to enhance the smart cockpit experience, integrating features such as voice control and seamless connectivity between mobile devices and vehicles [5] Group 1 - The 2026 MG5 is priced between 59,900 and 69,900 yuan, while the new MG Cyberster is priced between 319,800 and 359,800 yuan [1] - MG has focused on appealing to young consumers with its design and pricing strategy since the launch of the MG5 in 2020 [1] - The partnership with OPPO began in 2021 and has evolved to include a strategic cooperation agreement aimed at integrating software and ecosystems between vehicles and mobile devices [5] Group 2 - The upcoming MG4 model will feature vehicle-to-mobile connectivity and is set to debut in August, showcasing innovations like AI integration and navigation through mobile devices [5] - Future products from the MG and OPPO collaboration will expand from mobile phones to IoT ecosystem products, with plans to extend their market reach globally [7] - A joint marketing team will be established to enhance brand building and user engagement, exploring innovative cross-industry collaboration channels [7]

Core Insights - Xiaomi's second car model, the Xiaomi YU7, was officially launched on June 26, achieving over 240,000 pre-orders within 18 hours of its release, with 30,000 orders in the first hour alone [1][4][3] - The rapid increase in orders poses a significant challenge to Xiaomi's production capacity, which is currently at full capacity with an annual output of 150,000 vehicles from its first-phase factory [4][1] Production Capacity - The first phase of Xiaomi's factory in Beijing Yizhuang has been operational, with a production capacity of 150,000 vehicles per year, currently running at full capacity [4] - The second phase of the factory, also with a capacity of 150,000 vehicles per year, is set to begin production soon, but full capacity utilization will take time [4] - Estimated delivery times for the Xiaomi YU7 are approximately 53-56 weeks for the standard version, 48-51 weeks for the Pro version, and 33-36 weeks for the Max version, indicating a long wait for customers [4] Market Competition - Other car manufacturers are actively targeting Xiaomi YU7 customers, offering to reimburse the 5,000 yuan deposit for customers who switch to their brands [7][10] - Brands such as NIO, Zeekr, and Avita are providing various incentives to attract potential Xiaomi YU7 buyers, including deposit reimbursements and promotional offers [7][10] - Xiaomi YU7 competes with models like NIO ES6, Zeekr 7X, and Avita 07, making its customer base a target for competing sales teams [7][10] Future Expansion - Xiaomi has acquired industrial land in Beijing Yizhuang for 635 million yuan to build a third factory, which is expected to be operational by 2026 with an annual capacity exceeding 100,000 vehicles [15] - The long-term vision for Xiaomi's automotive division includes becoming one of the top five players in the industry, aiming for annual sales exceeding 10 million vehicles [15]

Core Points - The EU is willing to accept a 10% general tariff proposed by the Trump administration but seeks exemptions for key industries [2][5] - Canada has decided to abandon its digital services tax to facilitate trade negotiations with the U.S. [9][10] Group 1: EU's Trade Negotiations - The EU is negotiating a trade agreement with the U.S. that includes a 10% general tariff on many goods exported to the U.S. while requesting lower tariffs in critical sectors such as pharmaceuticals, alcohol, semiconductors, and commercial aircraft [2][4] - The EU is pushing for quotas and exemptions to reduce the 25% tariff on automobiles and parts, as well as the 50% tariff on steel and aluminum [2][5] - The EU estimates that U.S. tariffs currently cover products worth €380 billion, accounting for about 70% of the EU's total exports to the U.S. [5] Group 2: Canada’s Trade Position - Canada has canceled its digital services tax, which was set to take effect in 2024, to advance trade talks with the U.S. [9][10] - The digital services tax would have impacted major U.S. tech companies, including Amazon and Google, by imposing a tax on their digital service revenues in Canada [9][10] Group 3: Potential Outcomes of Negotiations - The EU has outlined four possible scenarios before the July 9 deadline: reaching an acceptable asymmetric agreement, the U.S. proposing an unbalanced agreement, extending the deadline for negotiations, or Trump exiting negotiations and increasing tariffs [8] - The EU is aiming for a "fair" tariff agreement that provides more predictability for businesses [6]

Core Insights - The 2025 Ora Good Cat and Good Cat GT Mulan Edition have been officially launched with suggested retail prices ranging from 83,800 to 103,800 yuan for the Good Cat and 96,800 to 106,800 yuan for the GT version [1] - The Ora Good Cat, launched in 2020, was one of the earliest A0-level pure electric models in the Chinese market, gaining popularity due to its classic design and focus on the female market [1][3] - The brand is shifting away from its "pink economy" label to compete in the mainstream A0-level market, reflecting a broader transformation strategy under Great Wall Motors [3][5] Product Details - The new model features a sporty front face with enhanced aerodynamics and improved range, alongside design elements like 18-inch wheels and distinctive tail lights [6] - The vehicle is equipped with a powerful system featuring 16GB of RAM and 128GB of storage, enabling rapid boot-up and compatibility with major smartphone brands [7] - Interior upgrades include a new two-spoke steering wheel and the latest Coffee OS 3 system, with a combination of a 10.25-inch instrument panel and a 14.6-inch floating central control screen [9] Technological Enhancements - The new models introduce various driving modes and enhanced parking assistance systems, supported by 19 sensing hardware units and 8T computing power for over 100 parking scenarios [10] - The efficient electric drive system allows for a CLTC range of up to 430 km for most variants, with safety features meeting new national standards [12]