从"新三样"产品出口激增30.8%到保税物流增长29.9%，从汽车出口"智"闯欧洲到国企共建"一带一路"，千年商都的外贸"破圈"密码，藏在产业转型与企业 出海的鲜活故事里——透过一个个故事我们看到，广州正以政策创新、产业升级和全球布局，构建起开放型经济新高地。 | 广州上半年外贸重要品类数据一览 | | | --- | --- | | 广州外贸产业 | 上半年出口同比增速 | | 电动汽车、锂电池、光伏产品等"新三样" | 30.8% | | 美妆洗护用品 | 49.9% | | 机电产品 | 14% | | 广州外贸业态 | 上半年同比增速 | | 市场采购出口 | 81.5% | | 保税物流进出口 | 29.9% | | (数据来源:广州海关) | | 汽车出海： 自主品牌"智"闯欧洲设计力征服市场 烈日炙烤的非洲街头，万宝冰箱的直流冷柜正用蓄电池供电输出低温；米兰展厅里，广汽AION UT的智能座舱吸引西欧媒体驻足体验；美湾基地的AGV 机器人穿梭于化妆品自动化产线……今年上半年，广州外贸交出历史性答卷——进出口总额6050.5亿元，同比（下同）增长15.5%，对全国、广东外贸增 长贡献率分别达13. ...

Core Viewpoint - Novo Nordisk significantly lowered its full-year financial outlook and appointed Maziar Mike Doustdar as the new CEO, succeeding the current CEO [2] Financial Outlook - The company revised its full-year sales growth forecast from 13%-21% to 8%-14% [2] - The operating profit growth forecast was adjusted from 16%-24% to 10%-16% [2] - Following the announcement, the company's stock price dropped by 28%, resulting in a market value loss of approximately $93 billion [2] Reasons for Downgrade - The primary reason for the lowered performance expectations is the poor sales of "Wegovy" (weight loss version of semaglutide), attributed to slower-than-expected expansion in the U.S. obesity market and significant illegal circulation of generic GLP-1 drugs [2] - Additionally, "Ozempic" (diabetes version of semaglutide) is experiencing slowed growth due to increased competition in the U.S. GLP-1 diabetes drug market, leading patients to switch to competing products [2] - International market performance has also fallen short of expectations, with Wegovy's penetration in certain international markets being below company targets [2] Industry Perspective - Industry observers note that while the global obesity issue presents significant opportunities for the weight loss drug market, companies face intensified competition from multi-target drugs, a more complex payment environment, and stricter regulatory requirements [2] - There is an increasing sensitivity in the capital markets regarding the risks associated with pharmaceutical companies' reliance on single products [2]

Core Insights - The demand for mosquito repellent products has surged significantly due to seasonal factors and the impact of recent health concerns, particularly the spread of Chikungunya virus [1][2][4] Group 1: Sales Growth - Sales of mosquito repellent products, such as flower dew and repellent liquids, have seen remarkable increases, with flower dew sales up at least 45% year-on-year and repellent liquid sales doubling [2] - In the Guangdong region, online orders for mosquito repellent products have increased by over 150% in the past week [4] Group 2: Product Information - Flower dew is categorized into "regular" and "mosquito repellent" types, with the latter containing active ingredients like DEET and Picaridin, which provide varying durations of effectiveness [2] - The mosquito repellent flower dew containing DEET is suitable for outdoor use and can last between 2 to 8 hours [2] Group 3: Usage Guidelines - Users are advised to apply flower dew to exposed areas while avoiding sensitive regions and to keep it away from fire sources to prevent ignition [3] - Special precautions are recommended for children, such as avoiding application on hands to prevent ingestion and using it on clothing instead of directly on the skin [3] Group 4: Health Advisory - There is currently no specific antiviral treatment for Chikungunya; management focuses on rest, hydration, and symptomatic relief with over-the-counter medications [1][4] - Increased online consultations regarding Chikungunya prevention and treatment have been noted, indicating a heightened public awareness and concern [4]

Core Insights - Domestic financial institutions and payment platforms are increasingly offering various overseas consumption incentives during the peak travel season, allowing consumers to save money through cashback and favorable exchange rates [1][2][3] Group 1: Cashback Offers - Multiple banks are collaborating with card organizations like UnionPay to launch exclusive overseas cashback activities, with some credit cards offering up to 7,000 RMB in cashback rewards per month [4] - Consumers can participate in these cashback promotions by registering in advance through bank apps, particularly for credit cards from institutions like China Merchants Bank and Minsheng Bank [2] Group 2: Rental and Travel Discounts - Domestic rental platforms provide significant discounts compared to direct bookings with overseas car rental companies, with savings of approximately 18% noted in a comparison of rental prices in California [2] - Exclusive offers for transportation, including car rentals and airline tickets, are becoming more prevalent, encouraging consumers to check for these deals before traveling [2] Group 3: Exchange Rate Discounts - Payment tools like Alipay and WeChat are offering real-time favorable exchange rates, with potential savings of up to 115 RMB for every 10,000 RMB spent [3] - UnionPay cardholders can enjoy enhanced exchange rates in over 30 popular destinations, with significant savings reported for transactions in Europe and other regions [3] - Consumers are advised to inquire about the best payment methods to maximize cashback and exchange rate discounts when making purchases abroad [3]

Core Insights - Microsoft reported its Q4 and full-year financial results for FY2025, showing strong growth in revenue and net profit, with Q4 revenue reaching $76.441 billion, up 18% year-over-year, and net profit at $27.233 billion, up 24% [2][3] - The CEO emphasized that cloud and artificial intelligence are driving business transformation across industries, with Azure cloud revenue surpassing $75 billion for the first time, growing 34% [2] - Microsoft's stock surged over 6% following the earnings report, reaching a market capitalization of $4 trillion, making it the second company to achieve this milestone after Nvidia [3] Financial Performance - For Q4 FY2025, Microsoft’s revenue was $76.441 billion, with a net profit of $27.233 billion and diluted earnings per share of $3.65, all exceeding market expectations [2] - The total revenue for FY2025 was $281.724 billion, reflecting a 15% increase year-over-year, while net profit reached $101.832 billion, up 16% [3] Business Segment Performance - The Productivity and Business Processes segment generated $33.112 billion in revenue, a 16% increase, driven by Microsoft 365 commercial and personal products [2] - The Intelligent Cloud segment reported $29.878 billion in revenue, growing 26%, with Azure and other cloud services revenue increasing by 39% [3] - The More Personal Computing segment had revenue of $13.451 billion, up 9%, with Xbox content and services revenue increasing by 13% [3]

Group 1 - The core business segments of Unilever include Beauty & Wellbeing, Personal Care, Home Care, Nutrition, and Ice Cream [1] - In the Beauty & Wellbeing segment, the underlying sales growth was 3.4% in the first half of the year, with 1.7% from volume and 2.0% from price increases, although the growth rate has slowed compared to last year [1] - Revenue for the Beauty & Wellbeing segment reached €6.5 billion (approximately ¥53.5 billion), a decline of 0.8% [1] - The Personal Care segment saw a 4.8% increase in underlying sales, with revenue also at €6.5 billion (approximately ¥53.5 billion), but a decline of 5.9% in revenue [1] Group 2 - Despite a sluggish market, growth in the second half of the year is expected to outpace the first half, driven by continued strength in developed markets and improving performance in emerging markets, particularly India, Indonesia, and China [1] - Unilever anticipates a profit margin of at least 18.5% in the second half of the year, showing significant improvement compared to the second half of 2024 [1] Group 3 - On July 31, Unilever reported its first decline in revenue for the first half of the year in nearly five years, with revenue and profit both decreasing [3] - Although underlying sales increased slightly by 3.4%, revenue fell by 3.2% year-on-year to €30.1 billion (approximately ¥247.6 billion) due to the depreciation of the dollar and weak core business sales [3] - The underlying operating profit dropped significantly by 10.6% to €5.3 billion (approximately ¥54.3 billion) [3]

记者注意到，云天励飞于2025年7月30日向港交所递交了发行H股股票并在港交所主板挂牌上市的申 请，并于同日在港交所网站刊登了本次发行上市的申请资料。 2025年第一季度，云天励飞营收达2.64亿元，同比增长168%。 截至2025年7月31日收盘，云天励飞(688343)股价报58.55元，较前一交易日上涨2.22元，涨幅3.94%。 （文章来源：广州日报） 公开资料显示，云天励飞成立于 2014 年，2023 年成功在上交所科创板上市，代码 688343，曾一度被媒 体称为"深圳AI第一股"。过去11年，云天励飞一直致力于推动AI的大规模落地应用，已在消费级、企业 级和行业级三大领域取得多项创新成果。而在今年，云天励飞在战略上全面聚焦AI推理芯片。 根据灼识咨询报告，以2024年中国市场相关收入统计，云天励飞是排名前三的行业领先全场景AI推理 芯片相关产品及服务提供商；以2024年中国市场相关收入统计，云天励飞在NPU驱动的AI推理芯片相 关产品及服务提供商中排名中国前二。 ...

文、图/广州日报新花城记者：周伟力 （文章来源：广州日报） 7月31日，文远知行WeRide发布2025年二季度财报。二季度，企业营收1.27亿元，同比增长60.8%；Robotaxi业务二季度营收4,590万元，同比大幅增长 836.7%；Robotaxi业务占二季度营收比例大幅提升至36.1%，创2021年以来单季度历史新高。 数据还显示，二季度，企业毛利同比增长40.6%，增速稳步提升；阿布扎比Robotaxi车队规模自2024年以来增长到3倍，规模化效应显著提升； Robotaxi安全运营超2,200天。 ...

Core Viewpoint - Zhongwang Software is facing a lawsuit from Autodesk for copyright infringement, trade secret violations, and breach of existing agreements, with Autodesk seeking injunctions and damages [2]. Group 1: Lawsuit Details - Autodesk has filed a lawsuit in the U.S. District Court for the Northern District of California against Zhongwang Software and related parties [2]. - The lawsuit includes claims of copyright infringement, trade secret violations, and breach of existing agreements [2]. - Autodesk's requests in the lawsuit include an injunction against Zhongwang Software and related parties, as well as compensation for damages [2]. Group 2: Company Response - Zhongwang Software does not acknowledge Autodesk's claims and intends to take strong measures to defend itself [2]. - The company emphasizes its commitment to protecting the interests of itself and its shareholders [2]. - Zhongwang Software has a strong focus on research and innovation, with all its developed software possessing independent intellectual property rights [8]. Group 3: Company Background - Zhongwang Software has been dedicated to industrial design software for over 20 years, establishing a core technology and product matrix centered on independent 2D CAD, 3D CAD/CAM, and multi-disciplinary simulations [8]. - The company is currently unable to estimate the financial impact of the lawsuit, as the specific amount involved has not been clarified and the case has not yet gone to trial [8].

Core Viewpoint - AstraZeneca and Merck have announced that the National Medical Products Administration (NMPA) has approved the use of the PARP inhibitor Olaparib in combination with Abiraterone and Prednisone or Prednisolone for the treatment of adult patients with metastatic castration-resistant prostate cancer carrying germline or somatic BRCA mutations [1] Group 1: Approval and Clinical Data - The NMPA's approval is based on the results of the PROpel Phase III trial, which included global and Chinese cohort subgroup analyses [1] - Data from the global cohort of patients with BRCA mutations showed a significant improvement in imaging progression-free survival with the combination of Olaparib and Abiraterone compared to Abiraterone monotherapy [1] - Although the sample size of the Chinese cohort was small and interpretation was limited, the study data also indicated improvements consistent with global cohort trends, with no new safety issues identified [1] Group 2: Expert Commentary - Professor Ye Dingwei, a leading researcher of the PROpel study in China, emphasized that patients with BRCA mutation metastatic castration-resistant prostate cancer have poor prognoses and unmet clinical needs [1] - He stated that the PROpel study results allow for earlier use of Olaparib in treatment, improving patient outcomes and highlighting the potential of this innovative therapy to become a new treatment standard [1] Group 3: Company Strategy - Dr. He Jing, AstraZeneca's Global Senior Vice President and Head of Global R&D in China, expressed excitement over the PROpel study results and indicated that the company will continue to leverage both in-house research and external collaborations to enrich its pipeline for the benefit of more cancer patients [1]