Core Viewpoint - Typhoon "Wipha" has intensified and is expected to make landfall in Guangdong, leading to significant weather disruptions and emergency responses across multiple regions [1][3][14]. Group 1: Typhoon Impact and Warnings - Typhoon "Wipha" has reached a maximum wind force of 12 levels (33 m/s) and is expected to strengthen further before making landfall [1] - The Central Meteorological Observatory has issued orange warnings for both the typhoon and heavy rain, predicting heavy to torrential rain in several regions including Hainan, Guangdong, and parts of Hong Kong and Macau [2][3] - Rainfall in some areas may reach 250-320 mm, with localized extreme rainfall of 300 mm or more expected in Guangxi [3][14] Group 2: Transportation Disruptions - Multiple train services have been suspended, including the Guangzhou-Zhuhai Intercity line and the Hainan Ring Island West High-speed Rail, due to the typhoon [5][6] - The Hong Kong-Zhuhai-Macao Bridge and other major transport routes have been temporarily closed, with specific reopening times to be announced based on the typhoon's development [7][20] Group 3: Emergency Responses - Guangdong has initiated a level II emergency response, with over 278,000 people evacuated, including 12,036 from the sea [10] - Schools and businesses in affected areas, such as Zhuhai and Yangjiang, have been ordered to suspend operations as part of emergency measures [10][11] - The National Flood Control and Drought Relief Headquarters has activated a level IV emergency response in Guangxi, anticipating severe weather impacts [14][15]

Core Viewpoint - The popularity of "Su Super" has significantly increased youth football training registrations and related consumption in Jiangsu province during the summer vacation period [1][2]. Group 1: Youth Football Training - There has been a 20% increase in inquiries for youth football training compared to last year, particularly among children aged 4 to 6 [4]. - Many parents who previously had little knowledge of football are now seeking information and enrolling their children in football courses [4]. Group 2: Football-Related Product Consumption - The "Su Super" league has led to a surge in sales of football-related products, with approximately 8,000 jerseys sold in the last ten days, marking a 30% increase in sales in the past week [5]. - Data from an e-commerce platform indicates that since the start of "Su Super" on May 10, the search volume for Jiangsu football-related products has doubled, with Suzhou leading in transaction volume [7]. - Specific product sales have seen remarkable increases, such as tactical boards in Suqian, which have tripled in sales, and leg guards in Yangzhou, which have increased by over 200% [7].

Core Viewpoint - The article discusses the increasing incidents of glass breakage due to extreme high temperatures, particularly in regions like Henan and Shaanxi, where temperatures have exceeded 40°C. It highlights the causes, conditions, and preventive measures related to glass breakage during high-temperature weather. Group 1: Causes of Glass Breakage - High temperatures lead to a significant increase in glass self-explosions, with reports indicating that a glass installer has replaced an average of one glass panel per day recently [9] - Temperatures inside and outside can create a thermal expansion effect, causing glass to crack, especially when the temperature difference is large [11] - The presence of nickel sulfide in tempered glass can expand under heat, leading to structural failure when it expands by 20%-40% [11] Group 2: Conditions Leading to Breakage - Glass breakage is more likely to occur after high temperatures followed by heavy rain, or when air conditioning creates a large temperature difference [13] - Older glass is more susceptible to breakage due to increased brittleness from prolonged exposure to the elements [15] - Larger glass surfaces, such as floor-to-ceiling windows, are at a higher risk of breaking [16] - Single-layer glass is more prone to breakage compared to double-layer vacuum tempered glass under high temperatures [17] Group 3: Prevention Measures - Glass should not be installed too tightly in metal frames to avoid breakage due to thermal expansion [19] - It is advisable to keep indoor air conditioning temperatures above 26°C to minimize temperature differences [20] - Regular inspections of windows and glass facades are essential to identify and address any signs of wear or damage [21] Group 4: Legal and Safety Considerations - High temperatures can lead to property damage and safety hazards, with developers typically offering a two-year warranty on glass installations [23] - Homeowners can seek third-party assessments to determine if glass breakage was due to self-explosion, which may hold developers accountable for repairs [24] - In case of injury from broken glass, immediate first aid is crucial, and medical attention should be sought if necessary [27]

Core Viewpoint - The article discusses the upcoming weather events in China, highlighting significant rainfall and the impact of Typhoon "Wipha" on various regions, particularly in the north and south of the country [1][3][4]. Summary by Sections Rainfall Forecast - A strong rainfall process is expected in northern China from July 19 to 21, with areas in Shandong and Liaoning potentially experiencing heavy rain [1][2]. - The northwest, southwest, and northeastern regions will also see moderate to heavy rain, with localized areas facing severe downpours [3][4]. Typhoon "Wipha" - Typhoon "Wipha" is approaching the coastal areas of Guangdong and Hainan, expected to make landfall on the evening of July 20, bringing heavy rain and potential extreme weather conditions [3][4]. - The Central Meteorological Observatory has issued yellow warnings for the typhoon and blue warnings for heavy rain, indicating severe weather conditions across multiple coastal regions [4][5]. Temperature and Heat Alerts - High temperatures are still prevalent in regions such as Xinjiang, Chongqing, and parts of Shaanxi, with some areas experiencing temperatures exceeding 40°C [7][8]. - Despite the expected rainfall, certain areas in Jianghuai and Jiangnan will continue to experience persistent high temperatures, with forecasts indicating 5 to 6 days of high temperatures in cities like Hefei and Nanjing [8].

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Core Viewpoint - The new luxury car consumption tax policy in China lowers the threshold for taxation from 1.3 million yuan to 900,000 yuan, effective from July 20, 2025, impacting a wider range of vehicles, particularly affecting brands like Porsche and Mercedes-Benz [2][4][7]. Group 1: Tax Policy Changes - The new regulation expands the scope of luxury car consumption tax to include passenger cars and light commercial vehicles with a retail price of 900,000 yuan and above, excluding VAT [2][4]. - The previous tax threshold was set at 1.3 million yuan, meaning that vehicles priced between 1.017 million yuan and 1.469 million yuan will now be subject to the tax [4][7]. Group 2: Impact on Luxury Car Brands - Porsche is significantly affected by the new tax policy, with models like the 911, Panamera, Taycan, and high-end Cayenne now falling within the taxable range, leading to increased customer traffic and sales inquiries [5][7]. - Other brands such as Mercedes-Benz and BMW will also see some of their models, including the S-Class and GLS, impacted by the new tax regulations [8][9]. - The new tax policy is expected to drive consumers to make purchases before the tax takes effect, as buying before July 20 allows them to save tens of thousands of yuan [7]. Group 3: Market Dynamics - The luxury car market is experiencing a surge in demand, particularly for models that fall under the new tax threshold, while ultra-luxury brands like Maserati are struggling with declining sales and are resorting to significant discounts to clear inventory [11][20]. - In contrast, domestic luxury electric vehicles are gaining popularity, with brands like BYD and their models such as the Yangwang U8 and Zun Jie S800 seeing strong sales performance [25][31]. - The shift in consumer preferences towards domestic luxury vehicles indicates a changing landscape in the high-end automotive market, with more brands targeting the million-yuan price segment [31].

Core Viewpoint - The merger between China Shipbuilding Industry Co., Ltd. and China Shipbuilding Heavy Industry Co., Ltd. is a strategic move to enhance competitiveness and consolidate resources in the shipbuilding industry, coinciding with a global market recovery [6][8]. Group 1: Merger Announcement and Context - On July 18, China Shipbuilding and China Heavy Industry announced the approval from the China Securities Regulatory Commission for the merger, allowing China Shipbuilding to absorb China Heavy Industry with an issuance of 3.053 billion new shares [1]. - This merger marks the first restructuring announcement in the A-share market following the introduction of the new "National Nine Articles" policy aimed at enhancing regulatory oversight and promoting high-quality development in the capital market [4]. Group 2: Industry Position and Strategic Importance - Both companies are key players in the shipbuilding sector, with a combined asset total of over 1 trillion yuan and a workforce of 205,000, making them significant contributors to marine transportation and defense equipment [7][8]. - The merger addresses the issue of internal competition that arose from the previous "South-North Ship" restructuring in 2019, allowing for better alignment with global shipbuilding cycles and capital market opportunities [8]. Group 3: Market Dynamics and Future Prospects - The global shipbuilding industry is currently experiencing a cyclical upturn, driven by the aging fleet and increasing demand for new vessels, particularly in the context of green and low-carbon initiatives [10]. - The merger is seen as a response to the urgent need for consolidation in the industry, aiming to enhance high-end manufacturing capabilities and streamline operations across various shipyards [11]. Group 4: Financial Implications and Growth Potential - Post-merger, China Shipbuilding is projected to exceed 400 billion yuan in total assets and 130 billion yuan in revenue by 2024, positioning it as a leader in the global shipbuilding market [11]. - The merger is expected to improve the order structure, increasing the proportion of high-value ship orders, which will support future profitability and market valuation [12]. Group 5: Policy Support and Regulatory Environment - This merger exemplifies the regulatory support for mergers and acquisitions in the capital market, reflecting the efficiency of the revised asset restructuring management measures implemented by the China Securities Regulatory Commission [15][14].

Core Viewpoint - The meeting held by the Ministry of Industry and Information Technology and other departments aims to further regulate the competitive order of the new energy vehicle industry, ensuring sustainable development in line with the decisions of the State Council [1][2]. Group 1: Meeting Objectives - Industry enterprises are required to align their thoughts and actions with the decisions of the Central Committee, implementing the spirit of the State Council's executive meeting to promote healthy and sustainable industry development [2]. - Strengthening supervision and inspection is emphasized, including monitoring product prices, ensuring product consistency, and conducting quality checks to guarantee product safety and reliability [2]. - Establishing a long-term mechanism is crucial, which includes improving policy measures, promoting a unified national market, and creating a communication mechanism for feedback from industry enterprises [2]. Group 2: Standards and Self-Regulation - The meeting calls for the acceleration of standards related to electric vehicle energy consumption limits and battery recycling safety, guiding enterprises to enhance technological innovation and product quality [2]. - Strengthening industry self-discipline is highlighted, with an emphasis on the role of industry associations in promoting fair and orderly competition while resisting negative online behaviors [2].

Market Performance - The US stock market showed mixed results on July 18, with the Nasdaq rising by 0.05% to reach a new historical high, marking five consecutive weeks of gains [1][4] - The Dow Jones Industrial Average fell by 0.32%, while the S&P 500 saw a slight decrease of 0.01% [4] - The Nasdaq China Golden Dragon Index increased by 0.6%, with an intraday rise exceeding 2% [1][8] Notable Stocks - Popular Chinese concept stocks mostly rose, with significant gains including a 31% increase for Linklogis and over 8% for Hesai Technology [8] - Tesla's stock rose by over 3%, while Nvidia reached a new historical high during the day but closed down by 0.34% [5][6] Commodity Market - International precious metal futures generally rose, with COMEX gold futures up by 0.30% to $3355.5 per ounce, and COMEX silver futures up by 0.32% to $38.425 per ounce [2][13] - The week saw a cumulative decline in gold prices of 0.25% and a 1.36% decline in silver prices [13] Economic Insights - Citic Securities indicated that the US dollar lacks a strong basis for long-term appreciation, with a continuing trend of "de-dollarization" and a rising preference for non-US assets [11] - The outlook for gold prices may follow a "stair-step" upward pattern due to increasing expectations for interest rate cuts and growing uncertainties in the global economic and political landscape [13]

"我们不想卷，我觉得这样卷没意义。"7月16日晚间，美团核心本地商业CEO王莆中在媒体 上首次公开回应"外卖大战"。 王莆中重点谈及两方面问题：一是美团不愿参与"内卷"，最后还是被卷入，但参战是为了生 存。二是外卖大战带来很多泡沫，希望社会各界能够讨论和反思。 在7月5日、7月12日，美团即时零售订单量分别达1.2亿、1.5亿，两次突破历史峰值。王莆 中表示，美团参战是为了自保和生存。"别人用非理性的方式冲击你，你被迫反击。如果在主 营业务上我们不参与的话，连转AI的机会也没有了。" 这场由电商平台掀起的"外卖大战"，也给餐饮产业带来影响。北京南城香餐饮有限公司创始 人、董事长汪国玉就表示，外卖大战下餐饮商家整体线上渗透率明显增加，但客单价下滑、 利润率下降也是肯定的。 "我们也在行业里呼吁四个月了。"王莆中表示，商战如果不能推动进步，这个战场就没有赢 家。而且对于大部分正餐品牌来说，外卖补贴大战，影响到堂食正常的经营秩序，也不可持 续。 他表示，希望呼吁和帮助行业回归理性，大家公平竞争。 在此前美团2025年股东周年大会上，美团CEO王兴在回答外卖竞争问题时，也强调美团会非 常坚决地反对"内卷"：不健康的无 ...