Industry News - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes optimizing the allocation of state-owned assets, adjusting existing structures, resisting "involution" competition, and enhancing restructuring and integration [7] - The People's Bank of China and the Ministry of Agriculture and Rural Affairs issued opinions to increase financial resources for rural revitalization, focusing on food security and credit support for major grain-producing areas [7] - The National Development and Reform Commission and the State Administration for Market Regulation are seeking public opinions on the draft amendment to the Price Law, aiming to improve standards for identifying low-price dumping and regulate market pricing order [8] - Shanghai plans to issue demonstration operation licenses for intelligent connected vehicles during the 2025 World Artificial Intelligence Conference [9] - As of June 2025, the total scale of public funds in China reached 34.39 trillion yuan, marking a historical high since early 2024, while money market funds saw a decline of over 160 billion yuan [9] - The National Development and Reform Commission announced that the central budget investment for 2025 has been largely allocated, focusing on modern industrial systems, infrastructure, and rural revitalization projects [9] Company News - Xidi Micro announced risks of losing control over its subsidiary Zinitix [11] - Pioneer New Materials is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure [12] - Hengtong Optic-Electric won a bid for a marine energy project worth 1.509 billion yuan [13] - Helen Piano announced a change in control with Cui Yongqing taking over, leading to the resumption of stock trading [14] - Yuanli Co. plans to acquire 100% equity of Tongsheng Co., with stock trading resuming [14] - Time Space Technology is planning a change in control, resulting in stock suspension [15] - Gallen Electronics signed a strategic cooperation framework agreement with Shanghai Guotou and Shanghai Xinhui [15] - Caimi Microelectronics announced a proposed transfer of up to 18% of its shares by shareholder Wu Yuefeng and its concerted parties [16] - Zhongjin Gold announced the suspension of operations at its Inner Mongolia mining subsidiary and will promote follow-up work [16] - Fusenmei announced that its chairman Liu Bing has been detained, with vice chairman Liu Yunhua taking over responsibilities [17]

据央视新闻报道，当地时间24日，美国总统特朗普造访美联储。特朗普表示，跟美联储主席鲍威尔讨论 了利率问题，称"这次谈话很有成效"。 特朗普就解雇美联储主席鲍威尔一事表示，这将是一个大动作。 此外，特朗普提及翻修工程数据。鲍威尔表示，预计翻修工程将会在2027年完成。特朗普称，他通常会 解雇超出预算的项目经理。 特朗普表示，希望鲍威尔能降低利率，如果把利率降低三个百分点至一个百分点，美国就能省下一万多 亿美元。他将观察委员会如何制定利率规则。 ...

在具身智能这一新领域，主机厂正竞相布局，以期找寻新增长曲线。 7月23日，上海汽车集团（北京）有限公司与逐际动力LimX Dynamics签署战略合作备忘录 ，宣布建立长期战略合作伙伴关系，并成立具身智能联合实验室 。 按照备忘录，双方围绕具身智能关键技术，共同开展面向汽车场景的具身机器人算法研发、系 统开发、工具链部署等工作。逐际动力提供具身智能软硬件共性技术，助力上汽北京构建自主 的具身智能系统开发能力，形成从数据采集、模型训练到系统测试的完整研发流程。未来，二 者还将以联合实验室为依托，协同构建具身智能机器人技术与应用的生态体系，推动相关技术 解决方案在汽车产业链的拓展。 "当前全球范围内人力成本上涨，传统汽车领域用得比较多的工业自动化已很难解决汽车智能 制造下的需求。人形机器人在汽车制造危险作业的替代、自动化方面有较大的应用潜力。"蔚 来汽车前瞻制造工程人形机器人战队负责人乙鹏，道出了部分车企下场造机器人的目的。 在政策支持与技术创新的双轮驱动下，具身智能产业正在加速发展。"早期我们凭借低成本、 高效率的优势快速扩大规模，如今则需要将中国制造业推向创新驱动、高质量发展的新高 度。"比亚迪集团董事长兼总 ...

Core Viewpoint - The incident at Chengdu Tianfu Airport involving a BYD vehicle has been clarified, confirming that the vehicle's braking system is functioning normally and the event is unrelated to the vehicle itself [1] Group 1 - The vehicle was safely parked by the owner, and there were no collisions or injuries reported [1] - BYD has collected evidence against the spread of false information and is urging media and internet users to delete the misleading content [1] - The company plans to pursue legal action against those who spread rumors and false information [1]

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, increases or decreases in holdings, investment wins, acquisitions, earnings reports, unlocks, and high transfers [1] - Key sectors mentioned include rare earth permanent magnets, humanoid robots, low-altitude economy, and new energy vehicles, with a company already supplying small batches to downstream humanoid robot clients and receiving new export licenses for rare earth-related items [1] - The article also discusses the integration of water conservancy, humanoid robots, and artificial intelligence, noting that a company has successfully sold multiple intelligent operation and maintenance robots for rail transit to clients [1] Group 2 - The company is set to mass-produce 800G optical module products and has won a 1.5 billion yuan contract for a marine energy project, indicating strong growth potential in the optical and marine sectors [1]

中金黄金晚间公告，公司于2025年7月24日发布的《中金黄金股份有限公司情况说明公告》 中提及的各项处置工作正在有序进行。目前， 中国黄金集团内蒙古矿业有限公司已停产 ，公 司将根据现场处置情况，积极妥善推动善后工作。 公司将持续关注事件进展并及时履行信息披露义务。 ...

Core Viewpoint - Tesla's second-quarter financial results indicate a decline in both revenue and net profit, reflecting challenges in the automotive sector and falling short of market expectations [2][3]. Group 1: Financial Performance - Tesla's Q2 revenue was $22.496 billion, a year-over-year decrease of 12%, while market expectations were $22.826 billion [2]. - The net profit for Q2 was $1.172 billion, down 23% year-over-year, compared to market expectations of $1.136 billion [2]. - Adjusted earnings per share were $0.40, also a 23% decline year-over-year, with expectations set at $0.42 [2]. Group 2: Automotive Business - Revenue from Tesla's automotive business in Q2 was $16.661 billion, representing a 16% year-over-year decline, following a 20% decline in the previous quarter [3].

Core Viewpoint - The 2024 total fertility rate in the U.S. is projected to drop to a historic low of less than 1.6 children per woman, raising concerns about the implications for population growth and generational replacement [1][2] Group 1: Fertility Rate Trends - The average number of children needed per woman for generational replacement is approximately 2.1, a benchmark that the U.S. has historically met but has been declining over the past two decades [1] - The fertility rate decline is observed across different age groups of women, indicating a broader societal trend that is unlikely to change in the near future [1] Group 2: Contributing Factors - Key reasons for the global decline in fertility rates include economic constraints, lack of quality healthcare, and gender inequality, which are exacerbated by rising living costs, geopolitical issues, and difficulties in finding suitable partners [1] - The U.S. saw a 1% increase in birth numbers last year, translating to approximately 33,000 more births, with a total of over 3.6 million births recorded [2] Group 3: Government Response and Expert Opinions - The Trump administration implemented several measures to encourage childbirth, such as providing maternity funds, but experts believe these measures are largely symbolic and do not address fundamental issues like parental leave and affordable childcare [2] - Some scholars argue that there is no need for alarm, as the U.S. population continues to grow naturally, with birth numbers exceeding death numbers, indicating a stable demographic situation despite the declining fertility rate [2]

Core Viewpoint - Shanghai is set to issue demonstration operation licenses for intelligent connected vehicles during the 2025 World Artificial Intelligence Conference (WAIC2025), following the initial release of demonstration application licenses in 2024, marking a significant step in the integration of traditional taxi services with autonomous driving technology [1] Group 1 - The issuance of demonstration application licenses in 2024 allows Robotaxis to conduct road tests but prohibits fare collection [1] - The upcoming demonstration operation licenses will enable the public to hail Robotaxis within designated service areas [1] - Traditional taxi companies will collaborate with technology firms to operate these services, showcasing an innovative management approach that leverages the operational experience of traditional taxi firms alongside the autonomous driving capabilities of tech companies [1]

当地时间周三（7月23日），美国总统特朗普在华盛顿特区举行的人工智能峰会上发言。 尽 管 台 下 坐 满 了 兴 致 勃 勃 的 科 技 大 佬 ， 特 朗 普 却 在 会 上 坦 言 自 己 无 法 忍 受 " 人 工 智 能"（Artificial Intelligence，AI）这个名字，建议改名。 "全世界都在谈论人工智能，"特朗普说道，"但Artificial（人工的）这个词，我受不了，我不 喜欢这个名字。"就在观众一时无言地看着他时，特朗普建议干脆换个名字。 "我认为这些都证明我不是聪明，而是天才……而且是一个稳定的天才！"在此之后，他多次将 自己描述为"一个非常稳定的天才"（A Very Stable Genius）。 当时，迈克尔·沃尔夫在新书《烈焰与怒火》里质疑特朗普的精神和智商是否"稳定"，对此， 特朗普接连在推特上发文回击。 白宫发布《天才智能行动计划》 日内早些时候，白宫发布了《人工智能行动计划》，意图通过一系列政策调整和产业推动，巩 固美国在全球AI领域的领先优势。 该计划聚焦三大核心支柱：加速AI创新、强化本土AI基础设施建设，以及推动美国硬件和软件 成为全球AI创新的标准平台。 ...