泡泡玛特周二公告称，预期集团截至2025年6月30日止六个月之收入可能较截至2024年6月30日止六个月之收入增长不低于200%；预期本期间集团溢利（不包括未完成统计的金融工具的公允价值变动损益）较本集团去年同期溢利可能录得增长不低于350%。#LABUBU #泡泡玛特 https://t.co/u2V3PBpulz ...

Regulatory Changes - China's Ministry of Commerce adjusted the "Catalogue of Technologies Prohibited and Restricted from Export from China," adding battery cathode material preparation technology to the restricted technology list [1] - Restrictions on non-ferrous metal metallurgy technology now include five control points related to lithium extraction, such as spodumene to lithium carbonate/hydroxide, metallic lithium (alloy) and lithium material preparation, brine lithium extraction, and lithium-containing purification liquid preparation technologies [1] - Modifications were made to the control points for gallium extraction technology [1]

#报告 TS Lombard：为应对“特朗普看涨期权”做好准备。None (@None):None ...

Equity Market - Deutsche Bank's July Macroeconomic Observations cover US and European stock markets [1] Fiscal & Bond Market - The report includes observations on US and European fiscal and bond markets [1]

梅德韦杰夫：特朗普向克里姆林宫发出“戏剧性的最后通牒”，俄罗斯并不在乎。外汇交易员 (@myfxtrader):特朗普对BBC表示，对普京感到失望，但不会就此罢休，自己曾四次认为俄罗斯可能会达成协议。 ...

Geopolitical Stance - US President Trump expressed disappointment with Russian President Putin but remains open to potential agreements [1] - Trump threatened Russia with secondary sanctions and a 50-day grace period, followed by a potential 100% tariff if a peace agreement is not reached [2] Market Reaction - Russia's RTS Index increased by 2% following Trump's threat of sanctions [2]

Urban Development & Policy - Central government emphasizes building comfortable and convenient livable cities [1] - Focus on integrated planning of population, industry, towns, and transportation to optimize urban spatial structure [1] - Government aims to accelerate the construction of a new real estate development model [1] - Government plans to steadily promote the renovation of urban villages and dilapidated houses [1] - Focus on vigorously developing lifestyle service industries and improving public service levels [1] - Government aims to firmly safeguard the people's livelihood [1]

特朗普在“重要声明”中威胁对俄罗斯实施二级制裁，并给出50天的宽限期，若俄罗斯不同意和平协议，将对俄罗斯实施100%的关税。俄罗斯RTS指数反涨2%。 https://t.co/uBHzsvWuHN外汇交易员 (@myfxtrader):美国总统特朗普：我们将宣布所有剩余国家都必须支付关税，无论是20%还是15%。欧盟成员国和加拿大将不晚于周五收到关税函。周一将就俄罗斯问题发表“重要声明”，预计参议院将通过对俄制裁法案。 ...

Fixed Asset Investment Trends - China's nationwide fixed asset investment (excluding rural households) increased by 2.8% year-on-year, totaling 248654 billion yuan from January to June, a slowdown of 0.9 percentage points compared to January-May [1] - Fixed asset investment growth in China's eastern and northeastern regions turned negative in the first half of the year [1] Sector-Specific Investment - Manufacturing investment increased by 7.5% [1] - Infrastructure investment (excluding power, heat, gas, and water production and supply) increased by 4.6% [1]

Investment Overview - National fixed asset investment (excluding rural households) increased by 2.8% year-on-year, totaling 2486540 million yuan [1] - The growth rate of fixed asset investment slowed down by 0.9 percentage points compared to January-May [1] - Manufacturing investment increased by 7.5% [1] - Infrastructure investment (excluding electricity, heat, gas, and water production and supply) increased by 4.6% [1] Regional Investment - Investment in the eastern region decreased by 0.8% year-on-year [1] - Investment in the central region increased by 3.2% year-on-year [1] - Investment in the western region increased by 4.8% year-on-year [1] - Investment in the northeastern region decreased by 1.9% year-on-year [1] Investment by Enterprise Type - Fixed asset investment by domestic enterprises increased by 2.8% year-on-year [1] - Fixed asset investment by Hong Kong, Macao, and Taiwan enterprises increased by 4.8% year-on-year [1] - Fixed asset investment by foreign-funded enterprises decreased by 13.6% year-on-year [1]