Macro Dynamics - The Chinese Ministry of Foreign Affairs responded to the extension of the US-China tariff "truce" for 90 days, emphasizing the importance of dialogue to resolve economic relationship issues and national economic security concerns [2] Financial Institutions - Zhang Yichi, former chief analyst at Caitong Securities, has joined Huachuang Securities as the deputy director of the research institute, focusing on midstream manufacturing and overseas research [8][9] Market Data - A-shares saw collective gains with the Shanghai Composite Index rising by 0.5% and the Shenzhen Component Index by 0.53%, with significant trading volume of approximately 188.15 billion yuan [10] - The Hong Kong stock market closed with the Hang Seng Index up 0.25% while the Hang Seng Tech Index fell by 0.38%, with notable movements in the dairy and semiconductor sectors [11] Company Dynamics - WeChat's "Fenfu" has launched a "loan" feature, allowing users to borrow against their transaction history for various consumption needs [12][13] - Adidas publicly apologized for a design controversy involving a new shoe that allegedly copied traditional Mexican sandals, facing backlash from Mexican officials [14] - Huawei has published a patent for a low-power dual motor controller aimed at improving electric vehicle efficiency [15] - Nezha Auto's parent company has been listed as a "dishonest executor" by a court due to non-compliance with asset reporting regulations [16] - Micron Technology announced it will cease the development of future mobile NAND products globally due to poor market performance [17][18] - The Australian Federal Court ruled that Apple and Google engaged in anti-competitive practices regarding their app store operations, potentially impacting digital platform operations in Australia [19]

2025年8月12日，河南省安阳市中级人民法院一审公开宣判国家烟草专卖局原党组成员、副局长 徐 受贿 案，对被告人 徐 以受贿罪判处有期徒刑十五年，并处罚金人民币五百万元；对 徐 受贿犯罪所得财物及 孳息予以追缴，上缴国库。 来源：人民法院新闻传媒总社 责编：刘珺宇 校对：苏焕文 百万用户都在看 突发！超10万人爆仓，发生了什么？ DeepSeek，突传重磅！盘中，"A股标杆"大爆发！ 最新！中美再次暂停实施24%关税90天 沸腾！暴涨近170%！中国，创造历史！ 解散！马斯克，突发！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F ...

Core Viewpoint - The recent recruitment of retired employees by McDonald's has sparked significant attention on social media, highlighting the company's flexible employment practices and commitment to providing comprehensive benefits for all employees [1][2]. Group 1: Recruitment Practices - McDonald's China is adhering to legal regulations and government guidelines in its employment policies, including the recruitment of retired employees as part of its flexible workforce strategy [2]. - The requirements for retired employees include being at least 50 years old for women and 60 years old for men, with a commitment to work at least three days a week [2]. - The company offers benefits such as triple pay on national holidays, free meals on Saturdays, employee discounts, and commercial insurance [2]. Group 2: Historical Context - The practice of hiring retired employees is not new; reports from 2022 indicated that McDonald's had previously advertised positions for retirees on senior talent websites, with flexible working hours and monthly salaries ranging from 1,800 to 3,500 yuan [2]. - As of August 2025, McDonald's continues to list "retired re-employment" as a recruitment category, with positions available for restaurant staff, shift supervisors, and shared cleaning staff, with salaries generally negotiated [2].

与此同时，8类消费领域服务业经营主体也迎来利好政策。财政部、民政部等九部门印发《服务业经营主体贷款贴息政策 实施方案》，明确对住宿、养老、旅游等8类消费领域服务业经营主体符合条件的贷款可享受贴息政策。 三部门重磅发布 8月12日，据财政部网站消息，财政部、中国人民银行、金融监管总局印发《个人消费贷款财政贴息政策实施方案》 （以下简称《实施方案》），更好发挥财政资金对提振消费的支持引导作用，降低居民消费信贷成本，助力释放居民消 费潜力，促进经济加快向好发展。 消费领域迎来重磅利好政策。 据财政部网站消息，财政部、中国人民银行、金融监管总局印发《个人消费贷款财政贴息政策实施方案》，其中提出， 2025年9月1日至2026年8月31日期间，居民个人使用贷款经办机构发放的个人消费贷款（不含信用卡业务）中实际用 于消费，可按规定享受贴息政策，年贴息比例为1个百分点，且最高不超过贷款合同利率的50%。 《实施方案》提出，2025年9月1日至2026年8月31日期间，居民个人使用贷款经办机构发放的个人消费贷款（不含信 用卡业务）中实际用于消费，且贷款经办机构可通过贷款发放账户等识别借款人相关消费交易信息的部分，可按规定享 ...

Core Viewpoint - The Royal Court Plaza in Shenzhen, a prominent shopping center, is set to be auctioned due to debt disputes, with a starting price significantly lower than its assessed value [2][10]. Group 1: Auction Details - The Royal Court Plaza, also known as the Crystal Island Commercial Center, will be publicly auctioned on September 9, with a starting price of 30.53 billion yuan, down over 42% from its assessed value of 43.61 billion yuan [2][6]. - The auction has attracted significant attention, with 6,128 views recorded as of August 10, and a bidding deposit set at 6.1 billion yuan [6]. Group 2: Financial Background - The auction is a result of debt disputes involving Royal Court International and its subsidiaries, which owe significant amounts to creditors, including a 27.5 billion yuan debt to Guangyao Xialan (Shenzhen) Investment Co., Ltd. [10][11]. - Royal Court International had previously borrowed 30 billion yuan from CITIC Trust to finance the construction of the Royal Court Plaza, with the loan maturing in March 2021 [11]. Group 3: Operational Status - Despite the legal issues, the Royal Court Plaza has continued to operate normally, with consumers able to shop without disruption, although the property is under a mortgage and seizure status [2][12]. - The financial performance of Royal Court International has been declining, with a reported revenue of 658 million yuan in 2024, down 43.86% year-on-year, and a net loss of 640 million yuan [12][13].

据央视新闻消息，今年第11号台风"杨柳"（强热带风暴级）8月12日11时位于台湾台东市东偏南方向约 670公里的洋面上。预计，"杨柳"将于13日中午前后在台湾沿海登陆，13日夜间至14日凌晨在福建南部 到广东东部一带沿海再次登陆（强热带风暴级到台风级）。 F 百万用户都在看 突发！超10万人爆仓，发生了什么？ DeepSeek，突传重磅！盘中，"A股标杆"大爆发！ 最新！中美再次暂停实施24%关税90天 沸腾！暴涨近170%！中国，创造历史！ 解散！马斯克，突发！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 受其影响，12日至15日 ...

8月12日，中国有色金属工业协会锂业分会向锂产业链相关企业发出倡议：抵制"内卷式"恶性竞争，加强上 下游协同，维护产业安全。 受宁德时代宜春项目采矿证到期暂停开采影响，伴随8月12日锂业分会发布的新倡议，碳酸锂期货价格连续大 幅上涨，主力合约两日累计涨幅一度近18%，直逼9万元/吨，创2024年7月份以来新高点。 锂业分会倡议抵制"内卷式"竞争 8月12日，中国有色金属工业协会锂业分会向锂产业链相关企业发出倡议：抵制"内卷式"恶性竞争，加强上下 游协同，维护产业安全。秉持产业命运共同体发展理念，坚持市场公平竞争原则，坚决抵制无序竞争、垄断市 场、虚假宣传等行为。 积极研判市场发展趋势，合理布局新建产能。提升产业链上下游战略合作层次与协同发展水平，增强信息透明 度减少沟通壁垒。通过签订长期合作协议等方式稳定市场供应，推动布局优化与产业链协同,保障产业链供应 链循环畅通，维护行业良性发展环境。让我们携手共进，积极践行上述倡议，以实际行动抵制"内卷式"恶性竞 争，共同营造公平公正、平稳有序的市场环境，推动我国锂产业迈向高端化、智能化、可持续的高质量发展新 阶段。 百万用户都在看 突发！超10万人爆仓，发生了什么？ ...

Core Viewpoint - The article emphasizes the importance of historical awareness and patriotism among government officials, urging them to draw strength from the past to contribute to the modernization of Qinghai and the rejuvenation of the Chinese nation [1][2]. Group 1 - On August 10, Qinghai's Vice Governor and Provincial Governor Luo Dongchuan participated in a party day activity, watching the anti-Japanese film "Nanjing Photo Studio" with party members, encouraging them to learn from history and strengthen their national pride [1]. - Luo highlighted the film's portrayal of the suffering endured by the nation during its weak periods and the subsequent awakening and courageous resistance of ordinary people, reflecting the resilient spirit of the Chinese nation [1]. - He urged every party member to recognize the hard-won achievements of the new era and to transform their patriotic feelings into practical actions that contribute to the construction of a modern Qinghai [1]. Group 2 - Participants expressed that the event served as a profound ideological education and spiritual cleansing, emphasizing the need to remember the deep suffering of the Chinese nation and to inherit and promote the great spirit of resistance [2]. - They committed to maintaining a high-quality work ethic and strong sense of responsibility to contribute more significantly to the modernization of China and the great rejuvenation of the Chinese nation [2].

Core Viewpoint - The AI computing power and chip concept stocks have shown significant movement, with major stocks reaching historical highs, driven by favorable government policies and increasing demand for AI infrastructure [1][5][10]. Group 1: Market Performance - On August 12, A-shares saw a collective rise, with the Shanghai Composite Index up 0.50%, Shenzhen Component up 0.53%, and ChiNext Index up 1.24% [1]. - AI computing power concept stocks surged, with Cambricon Technologies hitting a 20% limit up and reaching a historical high, while Industrial Fulian rose over 9% to a new high [1][5]. Group 2: Government Initiatives - The Fujian Communication Administration issued a three-year action plan for high-quality development of new information infrastructure, aiming for a computing power scale of 9 EFLOPS by 2027 [1][7]. - The Sichuan Communication Administration and other departments released a plan to quadruple the computing power scale of telecom enterprises by the end of 2027 compared to 2024 [8]. Group 3: Company Performance - Industrial Fulian reported over 50% growth in overall server revenue in Q2, with AI server revenue increasing by over 60% year-on-year [6]. - Cambricon Technologies' market capitalization surpassed 350 billion yuan, while Industrial Fulian's market cap approached 790 billion yuan [5]. Group 4: Investment Opportunities - Analysts suggest focusing on the extended opportunities within the AI computing power supply chain, as global demand for AI infrastructure continues to grow [9][10]. - The PCB market related to AI is expected to see significant growth, with projections of reaching $5.6 billion and $10 billion in 2025 and 2026, respectively [10][11].

Core Viewpoint - The article discusses the implementation plan for the loan interest subsidy policy for service industry operators, aimed at boosting consumption and expanding domestic demand in line with national strategies [4]. Policy Content - The policy supports loans issued to service industry operators in eight consumption sectors: catering and accommodation, health, elderly care, childcare, housekeeping, cultural entertainment, tourism, and sports [5]. - Loans must be signed between March 16, 2025, and December 31, 2025, and funds must be used to improve consumption infrastructure and enhance service supply capabilities [5]. - The subsidy covers a maximum loan amount of 1 million yuan per entity, with a subsidy rate of 1% for up to one year, funded by central and provincial finances [6]. Loan Process - Eligible service industry operators can apply for loans at designated banks, which will approve and disburse loans based on market principles [7]. - Banks must report monthly on loan issuance to relevant provincial departments for review [7]. Subsidy Process - After the policy period, banks will apply for subsidy funds based on the loans issued, with a deadline for applications set for January 2026 [8]. - The Ministry of Finance will settle and disburse the subsidy funds to banks within a specified timeframe [8]. Supervision and Management - The policy emphasizes the responsibilities of local governments, banks, and industry management departments to ensure compliance and effective use of funds [10]. - Strict measures are in place to prevent misuse of funds, with penalties for violations [11].