2024年9月25日8时44分，火箭军向太平洋相关公海海域，成功发射一发洲际 弹道导弹。 今天，央视新闻披露导弹发射画面。 火箭军某旅官兵 赵静： 我们的装备越来越智能化了，能力必须与装备一起升级。这个大家伙交到我们手上，要绝对可靠、万无一失，交给 我绝对放心。 每名火箭军号手，心中都有"点火"的渴望。 火箭军某旅官兵 赵静： 情况比以往更多、更复杂。这次发射关系到火箭军的荣誉，关系到国家的尊严与底气。 参军22年，赵静3次备份，3次与"点火"擦肩而过 他说军令如山，他们的存在就是时刻准备着，有命令下来就能完成。 赵静经历过3种型号的装备 火箭军某旅官兵 赵静 ： 这家伙飞得有多远、打得有多准，我们的祖国和人民就有多稳当。 按下按钮，导弹升空。 经过发射车的时候，赵静扭头看了3次。 火箭军某旅官兵 赵静： 我等这一刻，等了整整20多年。每一次备份，都是为这一刻积蓄力量。 矢志强军向一流 致敬！ ...

客户单笔或者日累计金额人民币10万元以上（含10万元）或者等值外币现金交易的，从业机 构应当按照规定在交易发生之日起5个工作日内向中国反洗钱监测分析中心提交大额交易报 告。 《办法》自2025年8月1日起施行。 此前，中国人民银行发布"中国人民银行关于印发《贵金属和宝石从业机构反洗钱和反恐怖融 资管理办法》的通知（银发〔2025〕124号）"。 其中提到，从业机构开展人民币10万元以上（含10万元）或者等值外币现金交易的，应当根 据《办法》规定履行反洗钱义务。客户单笔或者日累计金额人民币10万元以上（含10万元） 或者等值外币现金交易，从业机构应当勤勉尽责，遵循"了解你的客户"原则，根据客户特征和 交易活动的性质、洗钱风险状况，开展客户尽职调查。 ...

接到远航命令，海军某潜艇部队即刻出发。 在敌情最复杂的海域，为了降低噪声，灶上停火，造水机停机。马晓辉说，就是在这样的情况 下，"我们到了以前想到却没能到的地方。" "接到上级命令，前方为'敌'反潜封锁区，全艇注意，进入一级静音管控！" 海军某潜艇部队 马晓辉： 今天是和平年代，明天就可能是战争打响。 真正战争打响的那一 天，我们只等待一声号令，我们义无反顾地会把这个导弹打出去。 茫茫深海，某舱室突发严重管路"破损"，必须封舱堵漏，官兵需要在被封舱室内作业。舱门关 闭，情况未知。 海军某潜艇部队马晓辉说： "封舱就是面临生死。"面对严重险情，马晓辉第一时间将潜艇上 升到不暴露的最大边界，全体官兵默契配合，成功处置险情。 海军某潜艇部队 马晓辉： 如果有敌情在上面，我不能浮起，那我怎么办？只能舍去性命封闭 舱室，也要保证任务的完成，这就是潜艇的战士。他知道100减1等于0是什么。 每一次出航，官兵都会带一个椰子上艇，返航后再将发芽的椰子种下。马晓辉说： "深海没有 太阳，但我们知道灯塔的方向。只要大洋里有我们在，中国人的腰杆就挺得直！" （本文来源：央视新闻） ...

Group 1 - The U.S. government announced a 50% tariff on imported semi-finished copper products and copper-intensive derivatives, effective from August 1 [1] - Copper raw materials and scrap copper are exempt from the "Section 232" tariffs or reciprocal tariffs [2] - This tariff imposition is expected to significantly increase costs for U.S. manufacturers, potentially impacting the manufacturing sector adversely [2]

据央视新闻，当地时间7月30日，美国总统特朗普发文称，美国已与韩国达成"全面完整"的贸易协 议。根据协议，韩国将向美国提供3500亿美元，用于由美方拥有并控制的投资项目。此外，韩国还 将采购价值1000亿美元的液化天然气或其他能源产品，并承诺再投资一笔大额资金，用于其本国投 资目的。该金额将在韩国总统李在明两周后访美举行双边会谈时公布。 据央视新闻，当地时间7月31日，韩国总统李在明对韩美就关税达成协议表示，协议消除了韩国出口环 境的不确定性。李在明称，韩国对美投资的3500亿美元中，1500亿将作为韩美造船合作专用资金。 特朗普表示，美韩双方达成一致，美国将对韩国征收15%的关税。同时，美国不会被征收关税。韩 国将对美全面开放贸易，接受包括汽车、卡车和农产品在内的美国产品。 李在明证实韩美达成贸易协议：对美投资3500亿美元并设造船专用资金 ...

北京时间周四凌晨2点，美联储公布了最新的利率决议，一如市场预期， 该央行仍将基准利率 维持在4.25%-4.50%区间不变，暂不理会特朗普的压力。 决议公布后，现货金银、美股三 大指数、美元指数短线波动均不大。 3.5 3 2.5 2.5 1.75 2 1.5 1 0.25 0.5 0 数据来源:美联储 -如市场预期,美联储7月宣布继续"按兵不动", 将基准利率维持在 4.25%-4.50% 区间不变,暂 不理会特朗普的压力。这也是美联储连续第五次 会议维持利率不变。 7 美联储决议声明变动 野前后 要看加 尽管净出口的波 尽管净出口的波 | 动影响了数据,最 | FIE | 动继续影响数据, | | --- | --- | --- | | 近的指标表明,经 | | 最近的指标表明, | | 济活动继续稳步 | | 上半年经济活动 | | 扩张 | | 增长有所放缓。 | | 经济前景的不确 | | 经济前景的不确 | | 定性有所下降,但 | | 定性仍处于较高 | | 仍处于较高水平。 | | 水平。 | | 全票通过 | 内部投票 | 投 票 反 对 此 | | | | 举的委员包括 | | | | 鲍 ...

Industry News - The State Council held a press conference announcing that starting from January 1, 2022, eligible infants can receive childcare subsidies, with a preliminary budget of approximately 90 billion yuan for this year [6] - A national teleconference on the prevention and control of the Chikungunya virus was held, emphasizing the need for environmental sanitation and effective mosquito control measures [6] - The Chinese medicine industry will implement labeling regulations for medicinal herbs starting August 1, 2023, requiring labels to include expiration dates [7] - The China Coking Industry Association held a market analysis meeting, where representatives agreed to raise coking prices by 50 to 75 yuan per ton starting July 31 [7] - A successful launch of low-orbit satellite internet satellites was conducted using the Long March 8 rocket, marking advancements in automated launch technology [8] Company News - Upwind New Materials announced a suspension of trading due to abnormal stock price fluctuations [3] - CATL reported a net profit of 30.5 billion yuan for the first half of the year, a year-on-year increase of 33.02%, and plans to distribute a cash dividend of 10.07 yuan per share [9] - Vanke A announced that Shenzhen Metro Group will provide a loan of up to 869 million yuan to the company [9] - XGIMI Technology projected a net profit increase of 2062% year-on-year for the first half of the year [9] - Yonghui Supermarket plans to raise no more than 3.992 billion yuan through a private placement for store upgrades [9] - Yangtze Power announced plans to invest approximately 26.6 billion yuan in the construction of the Gezhouba shipping capacity expansion project [9] - Digital Certification announced that its controlling shareholder intends to transfer shares without compensation, changing the controlling shareholder to Beijing Data Group [9] - Chip products from Shanghai Lisan are undergoing optimization, with no revenue generated yet [9] - Zhongwang Software is facing a copyright infringement lawsuit from Autodesk in a U.S. court [9] - Chipsea Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange [9] - Sunshine Dairy announced that its controlling shareholder sold a total of 1.1452 million shares in the past two days [9]

Core Viewpoint - The article discusses the recent announcement by U.S. President Trump regarding the imposition of a 25% tariff on goods imported from India, citing India's high tariffs and trade barriers as the reason for this decision [1][2]. Group 1: Tariff Details - Starting August 1, the U.S. will impose a 25% tariff on Indian goods, which is lower than the previously threatened 26% but significantly higher than the current average import tariff of 2.4% [1]. - In 2022, the total value of goods imported by the U.S. from India was nearly $90 billion, with major imports including smartphones, chemicals, plastics, leather products, agricultural products, and metal products [1]. - The average effective tariff imposed by India on U.S. products was 5.2% in 2022, with major imports from the U.S. including oil, machinery, cement, glass, and stone [1]. Group 2: Trade Negotiations - The Indian Ministry of Commerce and Industry is assessing the impact of Trump's tariff announcement and remains committed to achieving a fair and balanced bilateral trade agreement with the U.S. [3]. - Trump has set a deadline of August 1 for trade negotiations, indicating that this deadline will not be extended [3]. Group 3: Broader Trade Policy - Trump has indicated that dozens of countries may face a baseline tariff level of up to 20%, which is higher than the previously announced 10% [4]. - The overarching goal of Trump's tariff policy is to significantly reduce the U.S. trade deficit with other countries [5]. Group 4: Economic Implications - Economists have raised concerns about the motivations behind the tariff policy, noting that importing goods from countries with lower labor costs allows U.S. consumers to purchase finished products at lower prices [6]. - A report from Yale University indicates that the actual tariff rate faced by U.S. consumers is currently 18.2%, the highest level since 1934, with an estimated loss of up to $2,400 per household by 2025, not accounting for the new 25% tariff on Indian goods [6].

Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers" to help investors identify investment hotspots and prevent black swan events [1] - A leading domestic printed circuit board (PCB) company is mentioned, with Huawei as its largest customer, indicating a strong partnership and potential growth in the PCB sector [1] - Another company is noted for its products and services that provide foundational security support for stablecoins, linking it to digital currency, blockchain, and tax digitalization [1] - A company involved in optical devices for lithography machines is highlighted, with applications in AI glasses, chips, and autonomous driving, showcasing its role in advanced technology sectors [1]

中共中央政治局7月30日召开会议引发市场广泛关注，会议中"宏观政策要持续发力、适时加 力""增强国内资本市场的吸引力和包容性，巩固资本市场回稳向好势头"等重磅表述尤为引人 注目，多位卖方研究领域专业人士就此发表深入解读。 在 中信证券首席经济学家明明 看来，本次政治局会议对当前经济形势给予积极评价，我国经 济运行稳中有进，主要经济指标表现良好，新质生产力加快形成，高质量发展取得新成效。同 时，会议也指出当前面临的风险挑战依然较多，外部环境复杂严峻，国内仍存在结构性矛盾， 强调要增强忧患意识，坚持底线思维，把握好巩固回升态势与推进结构调整之间的平衡。 国泰海通证券首席宏观分析师梁中华 称，总的来看，本次会议有三个特征，一是对内外部形 势的判断相较4月政治局会议更加积极；二是强调政策连续性，下半年有望迎来"适时加力"的 窗口期；三是适逢"十五五"规划起草在即，政策兼顾短期稳增长和长期促改革。 广发证券首席经济学家郭磊 表示，"巩固资本市场回稳向好势头"一则是对资本市场功能性的 重视；二则是对"924"以来市场定价修复带给宏观经济、微观预期正反馈效应的肯定。 华源证券总经理助理、研究所所长刘晓宁 指出，7月底政治局 ...