Core Viewpoint - Bubble Mart (09992.HK) is experiencing significant growth, with projected revenue for the first half of the year expected to increase by no less than 200% and net profit by no less than 350% [1] Group 1: Financial Performance - Bubble Mart's revenue for the first half of last year was 45.58 billion, a year-on-year increase of 62%, while net profit was 9.21 billion, up 93.32% [1] - For the current year, revenue is projected to be no less than 137 billion, with net profit exceeding 41 billion and adjusted net profit over 46 billion [1] - The company's revenue and net profit for the first half of this year are expected to surpass the total figures for the entire previous year [1] Group 2: Reasons for Performance - The growth is attributed to the increased global recognition of the brand and its IP, along with a diverse product range that boosts revenue [1] - Continuous growth in overseas revenue and structural changes in income positively impact gross and net profit margins [1] - Scale effects and ongoing optimization of product costs and expense management have enhanced profitability [1] Group 3: International Expansion - Bubble Mart's overseas business is rapidly growing, with expectations that overseas revenue may surpass domestic revenue this year [2] - The company anticipates a sales growth rate of over 50% in 2025, with overseas and Hong Kong/Macau business potentially exceeding 100% growth [2] - In the first quarter of this year, overall revenue increased by 165% to 170%, with overseas revenue soaring by 475% to 480% [2] Group 4: Industry Trends - China's toy exports, particularly dolls and animal toys, have exceeded 13.31 billion, with a growth rate of 9.6% in the first four months of this year [3] - Following the success of the "Labubu" IP, Bubble Mart is expanding its IP portfolio and has opened a global flagship store for its independent jewelry brand popop in Shanghai [3]

Core Viewpoint - The article highlights the increasing focus on the safety and quality standards of power banks, with the government planning to implement stricter mandatory national standards for mobile power sources [1] Group 1: New National Standards - The new national standards will introduce stricter technical requirements, including enhanced testing for overcharging, puncture, compression, and thermal abuse [1] - There will be additional safety information monitoring functions for battery voltage and temperature, along with considerations for new features like capacity and voltage intelligent adjustment, and inter-device communication [1] - The standards will also address key production processes and critical materials affecting battery safety, as well as evaluate the safety of power banks after aging and usage [1]

如果美国通胀数据迟迟不上升，那么"最尴尬的人"，或许就是正在等待关税下通胀复燃信号的 鲍威尔，以及那些长期以来一直警告关税将推高美国通胀的经济学家…… 而 今晚，即将公布的美国6月CPI报告，可能就将成为一场关键的"正名之战"…… 目前，在连续四个月高估CPI读数后，不少华尔街机构再度在今晚关键的CPI押注中选择了"押 大" ——预计美国6月CPI数据将出现较高的增速。一些业内人士表示，若美国6月份CPI最终 出现明显上涨，将是美国关税上调正在推高通胀的第一个真正迹象。 事实上，前几个月不温不火的美国通胀数据表现，其实已经让美联储处于了一个较为尴尬的境 地——美联储官员们一直在为年内迄今按兵不动的利率政策进行辩护，他们给出的最常见理由 就是预期关税将推高通胀，但这一效应至今仍始终未见踪影。 而如果今晚的通胀数据表现依然温和——涨幅低于预期，那么几乎可以肯定会引发美国特朗普 再次表达强烈不满。他近来已多次呼吁美联储降息，并屡屡把矛头直接对准美联储主席鲍威尔 本人。 很有意思的是，由于特朗普关税政策带来的一系列不确定性因素，美联储自身其实也没法能精 准把控通胀何时会复燃以及具体的火热程度。在本月初出席欧洲央行年度 ...

Core Viewpoint - Geely Holding Group announced the signing of a merger agreement between Geely Auto and Zeekr Technology, with Geely Auto acquiring all Zeekr shares not already held, allowing Zeekr shareholders to choose cash or Geely Auto shares as compensation [1] Group 1 - The merger is a key initiative to implement the "Taizhou Declaration," marking a strategic transformation phase for Geely Holding Group, aimed at enhancing brand synergy, innovation capability, profitability, and sustainable development potential [1] - The merger agreement states that eligible Zeekr shareholders can choose to receive either $2.687 in cash or 1.23 shares of Geely Auto for each Zeekr share, or $26.87 in cash or 12.3 shares of Geely Auto for each Zeekr American Depositary Share [1] - The issuance price for the shares is HKD 17.15, representing a premium of approximately 2.4% over the last closing price of HKD 16.74 prior to the non-binding offer [1] Group 2 - Following the completion of the privatization, the merged subsidiary will continue to exist, and Zeekr will become a wholly-owned subsidiary of Geely Auto, resulting in Zeekr's privatization and delisting from the New York Stock Exchange [2] - Excluded Zeekr shares will be automatically canceled and will no longer exist, with no compensation to be exchanged for them [2]

据北京日报，7月15日，外交部发言人林剑主持例行记者会。 今日俄罗斯记者提问， 美国共和党联邦参议员格雷厄姆威胁包括中国在内的国家称，如果继 续与俄罗斯进行能源贸易，将面临500%的关税。 请问中方如何回应？ 林剑表示，中方在乌克兰危机问题上的立场一贯明确。我们始终认为，对话谈判是解决乌克兰 危机的唯一可行出路。中方坚决反对任何非法单边制裁和"长臂管辖"。关税战没有赢家，胁迫 施压解决不了问题。希望各方能为推动乌克兰危机政治解决进一步营造氛围、积累条件，多做 有益于劝和促谈的事。 今日俄罗斯记者补充提问，俄罗斯外长拉夫罗夫正在中国访问。请问发言人能否介绍拉夫罗夫 外长访华相关情况？外交部对俄罗斯外长此次访问有何评论？ 林剑回应，关于习近平主席会见拉夫罗夫外长以及中俄外长会见的情况，中方已经发布了消 息。中俄在各层级都保持着密切、顺畅的沟通，这有利于及时落实两国元首达成的共识，促进 各自的发展振兴，共同应对动荡变革世界带来的挑战。 ...

此后，张玉宁借角球机会攻入一粒头球，但是裁判表示球在空中已经出界，进球无效。 上半场第19分钟，国足在前场打出连续配合，黄政宇与张玉宁进行"撞墙"配合后，接助攻一脚低射 破门。 这是黄政宇代表国足打进的首粒进球，也是中国队本届东亚杯的首粒进球。 7月15日下午，2025年东亚杯进行第3轮比赛，中国队对阵中国香港队。 1比0的比分保持到了终场，中国队获得本届东亚杯第三名。 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) announced a reduction in domestic gasoline and diesel prices, reflecting fluctuations in international oil prices during the adjustment period [1] Group 1: Price Adjustments - From July 15, 2023, at 24:00, domestic gasoline and diesel prices will be reduced by 130 yuan and 125 yuan per ton, respectively [1] - Filling a 50-liter tank with 92-octane gasoline will save approximately 5 yuan [1] Group 2: Market Monitoring - The NDRC's price monitoring center reported that during the current refined oil price adjustment cycle (from July 1 to July 14), international oil prices fluctuated and averaged lower than in the previous adjustment cycle [1]

苏富比拍卖行说，火星陨石较为罕见。当前，全球共有超过7.7万块经过权威鉴定的陨石，其中火星 陨石只有约400块。 （本文来源：新华社） 美联社报道，苏富比拍卖行定 于16日在美国纽约拍卖这块编号为"NWA 16788"的火星陨石。 该拍 卖行介绍，这块陨石长375毫米、宽279毫米、高152毫米，重达25公斤，比地球上第二大火星陨石 大了约70%。 据推断，火星在某次遭小行星撞击后"迸"出一块碎片，飞行2.25亿公里后最终坠落在地球上的撒哈 拉沙漠，这便是此次拍卖的这块陨石。该陨石2023年11月在尼日尔被发现，曾在意大利罗马展出。 该陨石表面质地如玻璃，这很可能是由它穿越大气层时经历高温所致。目前尚不清楚它在哪一年坠 落到地球，但检测结果显示应是在最近几年。 一块来自火星的陨石即将被拍卖， 预估价高达200万至400万美元 。据鉴定，这是迄今地球上发现的 最大火星陨石。 苏富比展出地球最大块火星陨石 ...

我们正全力协调各方资源，加速解决当前问题。罗马仕诞生至今，始终以用户需求为核心。眼 前的挑战不会改变这一初心，我们将用切实的举措兑现每一句承诺，以行动重建信任，以诚意 改变未来 深圳罗马仕科技有限公司 我们深知这份信任的重量，所以从未停止履行承诺，产品召回及售后服务系统按计划持续运 转。 为了更长远的未来，面对此次运营挑战， 罗马仕进行了战略调整，公司运营团队主要成 员在岗，将所有可用资源优先投入到用户权益保障中。 我们已通过微信服务号「ROMOSS罗马仕」开通高效召回通道(点击菜单【召回服务】)。无论 申请提交或进度查询，您可随时联系我们。我们承诺 本次召回服务长期有效 7月15日， 罗马仕 发布最新声明 ：公司运营团队主要成员在岗，承诺召回服务长期有效。 @ROMOSS罗马仕发布最新声明： 亲爱的朋友: 近日，我们关注到网络上关于罗马仕的大量不实信息，许多用户和朋友因此产生担忧。衷心感 谢每一位长期支持罗马仕的伙伴，你们的信任始终是我们前进的动力。 2025年7月15日 每一份申请都将得到认真处理 绝不因时间或地域差异影响服务品质 ...

林剑对此表示，我刚才已经回应了相关的问题。我可以在这里重申，中方始终认为对话谈判是解决 乌克兰危机的唯一可行出路，关税战没有赢家，胁迫施压也解决不了问题。他还说，"我们希望各方 都能为推动乌克兰危机的政治解决，进一步地营造氛围、积累条件，多做有益于劝和促谈的事情。" 据环球网，15日，外交部发言人林剑主持例行记者会。路透社记者提问，美国总统特朗普14日表 示，如果俄乌50天内达不成协议，美国将对俄罗斯征收100%的关税，并对购买俄罗斯石油的国家征 收次级关税。请问中方对此有何评论？ ...