每经编辑｜金冥羽 胡玲 王瀚黎 标题点睛： 据央视新闻报道，当地时间8月1日，美国佛罗里达州一个陪审团裁定，美国电动汽车制造商特斯拉应为2019年一辆配备自动驾驶系统的Model S所致的致 命车祸承担部分责任，并判令该公司向一名遇难女性的家属及一名伤者支付约2.43亿美元（约合人民币17.5亿元）赔偿金。对此，特斯拉首席执行官马斯 克当天表示，特斯拉将对佛州陪审团裁决提起上诉。据报道，驾驶人George McGee称，他在驾车途中手机掉落，低头去捡时认为车辆能在探测到障碍物 时自动刹车。但车辆以超过60英里（96公里）/小时的速度冲进十字路口，撞上停在路边的一辆汽车和站在车旁的两人。 8月2日，"会车遇奔驰女司机亮证逼迫让路、派出所民警上门要求删帖道歉"一事持续引发热议。广西互联网辟谣平台通报：网传"亮证女"为公安部门某领 导为不实消息，视频中的"亮证女"与传言的蓝某某不是同一人。 8月1日，中国驻日本大使馆发文称，中国游客在大阪遇袭，使馆再次提醒在日中国公民和游客务必加强安全防范。近期涉我公民遇袭案件频发，中国驻日 本大使馆已向日本外务省提出严正交涉，要求日方切实保护在日中国公民安全与合法权益。（央视新闻 ...

每经编辑｜胡玲 王瀚黎 1 市场监管总局发布《网络交易平台收费行为合规指南》 8月2日，市场监管总局发布《网络交易平台收费行为合规指南》。其中提出，鼓励平台向平台内经营者提供让利服务，加大对中小商户的收费优惠扶持力 度，支持其生存和发展。《指南》规定平台，不得向平台内经营者重复收费；不得只收费不服务、少服务；不得转嫁应当由平台自身承担的费用；不得向平 台内经营者收取提供其基础经营数据的费用；不得强制或者变相强制平台内经营者购买服务或者参加推广、促销活动并收费等。 2 中国公民接连在日遇袭，我使馆严正交涉要求日方切实保护 8月1日，中国驻日本大使馆发文称，中国游客在大阪遇袭，使馆再次提醒在日中国公民和游客务必加强安全防范。近期涉我公民遇袭案件频发，中国驻日本 大使馆已向日本外务省提出严正交涉，要求日方切实保护在日中国公民安全与合法权益。（央视新闻） 3 暴雨、大暴雨，又来了！ 8月2日，江苏等地仍有强降雨，北方降雨也逐渐增多。中央气象台预计，明起苏皖一带的降雨会明显减弱；多地未来三天降雨较为频繁。 中央气象台8月2日18时继续发布暴雨蓝色预警：预计，8月2日20时至3日20时，河北中北部、北京西南部和东北部、天 ...

Market Overview - The US dollar index has shown strong performance, leading to a pullback in Bitcoin and overseas stock markets. The A-share market experienced a rise and fall, with the Every Day Brand 100 Index declining by 2.75% this week, closing at 1088.77 points [1] Top Gainers - TCL Electronics (HK 01070) saw a weekly increase of 5.95% - Transsion Holdings (SH 688036) increased by 3.81% - Agricultural Bank of China (SH 601288) rose by 2.43%, with a market value increase of 52.5 billion yuan this week [4][1] Top Losers - Li Auto (HK 02015) experienced a significant drop of 14.03% - China Power Construction (SH 601669) fell by 9.70% - Geely Automobile (HK 00175) decreased by 9.25% [5] JD.com Developments - JD's "Seven Fresh Kitchen" platform reported over 1,000 daily orders in its first week, with a repurchase rate exceeding the industry average by 220%. The recruitment for "Dish Partners" surpassed 66,000 applicants, indicating strong market trust in JD's supply chain and traffic [6][9] Li Auto Launch - Li Auto launched its first pure electric SUV, the Li i8, with a price range of 321,800 to 369,800 yuan, aligning its pricing strategy with the existing range of hybrid models [8] Meituan's Strategy - Meituan's "Raccoon Canteen" has seen a 40-fold increase in search volume since its launch, with a 60% rise in order volume. The platform emphasizes not competing with merchants, focusing instead on infrastructure support [9] Geely's Sales Target - Geely aims for an annual sales target of 3 million vehicles, with plans to launch five hybrid models in the second half of the year, targeting the mid-to-high-end hybrid market [10] Alibaba and Standard Chartered Partnership - Alibaba and Standard Chartered have signed a strategic cooperation memorandum to enhance the integration of financial services and AI technology, supporting Alibaba's global strategy [11]

Core Insights - The Chinese electric vehicle (EV) market is experiencing robust growth in July 2025, with major automakers reporting impressive sales figures. Group 1: BYD - BYD leads the market with sales of 344,296 units in July, a slight increase of 0.56% year-on-year, and a cumulative total of 2,490,250 units from January to July, reflecting a growth of 27.35% [2] Group 2: Geely - Geely's total sales reached 237,717 units in July, marking a significant year-on-year increase of 58%. The Galaxy series was a key driver, with sales soaring by 237% [3] Group 3: Great Wall Motors - Great Wall Motors sold 104,372 units in July, up 14.34% year-on-year, with cumulative sales of 674,161 units from January to July, a growth of 3.57% [4] Group 4: Leap Motor - Leap Motor achieved a record high of 50,129 units in July, representing a year-on-year growth of over 126% [5] Group 5: Xpeng Motors - Xpeng Motors delivered 36,717 vehicles in July, a remarkable increase of 229% year-on-year, with a cumulative total of 233,906 units from January to July, reflecting a growth of 270% [6] Group 6: Li Auto - Li Auto delivered 30,731 vehicles in July, with a cumulative total of 1,368,541 units delivered as of July 31, 2025 [7] Group 7: NIO - NIO reported July deliveries of 21,017 vehicles, with a cumulative total of 806,731 units delivered, and a year-on-year growth of 25.2% for the year [10] Group 8: Other Automakers - Several other automakers also reported significant growth in July, including: - Deep Blue Auto with 27,169 units, a 62% increase [9] - Lantu Auto with 12,135 units, a 102% increase [11] - Qianli Technology with 10,222 units, a 142.34% increase [12] - Avita with 10,062 units, a 178% increase [13] - Xiaomi Auto with over 30,000 units [8] - Zhi Mi Auto with 7,021 units [14] - Jishi Auto with 1,316 units [15]

Group 1 - The spokesperson of Dongfeng Group, Lv Haitao, expressed full support for Dongfeng Liuzhou Motor to legally protect its rights and brand reputation following the incident involving the Li Xiang i8 colliding with a Chenglong truck [1] - Dongfeng Group is currently gathering information regarding the incident, including the condition of the collided products, as part of the ongoing investigation [1] - The company emphasizes its commitment to high-quality development and opposes cutthroat competition within the industry [1]

Group 1: Company Performance - Xpeng Motors delivered 36,717 vehicles in July, a year-on-year increase of 229%, marking the ninth consecutive month of deliveries exceeding 30,000 units [1][5] - Li Auto's July deliveries were 30,731 units, a year-on-year decrease of 40%, with a cumulative total of 1,368,541 vehicles delivered to date [2] - Leap Motor achieved a record delivery of 50,129 units in July, representing a year-on-year growth of over 126% [1][8] - BYD's July sales reached 344,296 vehicles, a month-on-month decline of 8.8%, with a cumulative total of 2.49 million vehicles sold in the first seven months, reflecting a year-on-year growth of 27% [1][19] - Geely's total sales in July were 237,717 units, a year-on-year increase of 58%, with significant growth in its Galaxy series [16][18] - NIO delivered 21,017 vehicles in July, with a cumulative total of 806,731 vehicles delivered to date, and plans to launch the new ES8 model in late August [1] Group 2: Market Trends and Developments - Xiaomi Motors surpassed 30,000 vehicle deliveries in July, achieving a new record and exceeding its annual target of 300,000 units [1][12] - Zeekr Technology reported July sales of 44,193 units, a year-on-year increase of 20%, with global users surpassing 2 million [19] - Avita Technology's July sales reached 10,062 units, reflecting a year-on-year growth of 178% [22] - Lantu Motors delivered 12,135 vehicles in July, a year-on-year increase of 102%, continuing a six-month growth trend [24] - GAC Aion announced July sales of 26,557 units, with an expanding charging infrastructure [21]

Market Performance - The three major U.S. stock indices closed lower, with the Dow Jones down 1.23% at 43,588.58 points, the S&P 500 down 1.60% at 6,238.01 points, and the Nasdaq down 2.24% at 20,650.13 points, marking the largest decline since April [3][4] - The U.S. stock market lost over $1 trillion in market capitalization due to investor concerns about economic prospects [3] Employment Data - The U.S. non-farm payrolls for July showed an increase of only 73,000 jobs, significantly below expectations, with the unemployment rate rising slightly to 4.2% [4][6] - Previous months' non-farm employment data were revised down sharply, with May's figures adjusted from 144,000 to just 19,000, and June's from 147,000 to 14,000 [4][6] Federal Reserve and Interest Rate Expectations - Following the weak employment data, the probability of a 25 basis point rate cut by the Federal Reserve in September surged from less than 40% to nearly 90% [6] - The bond market saw a decline in U.S. Treasury yields across the board, with the 2-year yield down 6.76%, the 5-year down 5.13%, and the 10-year down 3.23% [5] Political Developments - President Trump called for the dismissal of the Bureau of Labor Statistics director, citing concerns over inflated employment data ahead of the 2024 elections [8][11] - Federal Reserve Governor Adriana Kugler announced her resignation effective August 8, which allows Trump to appoint a new member to the Federal Reserve Board earlier than expected [11]

Group 1 - The Ministry of Finance and the State Taxation Administration announced the resumption of VAT on interest income from newly issued government bonds, local government bonds, and financial bonds starting from August 8 [1] - The Hong Kong High Court ruled that Zong Fuli cannot withdraw or transfer any assets from the bank account of Jianhao Venture Capital Limited until the litigation results are finalized [1] - The U.S. non-farm payrolls increased by only 73,000 in July, the lowest in nine months, significantly below the expected 110,000, indicating a rapid slowdown in the labor market [1] Group 2 - The central bank emphasized the implementation of a moderately loose monetary policy and enhancing the effectiveness of monetary policy measures [2] - The National Development and Reform Commission plans to accelerate the establishment of new policy financial tools to support private enterprises in major national projects [2] - The Supreme Court issued judicial interpretations on labor disputes, clarifying that agreements not to participate in social insurance are invalid [2] Group 3 - The Ministry of Finance reported six typical cases of local government hidden debt, with Xiamen, Chengdu, and Wuhan East Lake New Technology Development Zone adding hidden debts of 68.396 billion, 61.408 billion, and 10.385 billion respectively [3] Group 4 - The A-share market experienced a decline, with the Shanghai Composite Index falling by 0.37% to 3559.95 points, and the total trading volume for the day was 1.62 trillion [4] - The Hong Kong Hang Seng Index closed down 1.07% at 24507.81 points, marking four consecutive days of decline [5] Group 5 - The Hong Kong Stock Exchange published a consultation summary on optimizing IPO pricing and public market regulations, allowing a reduction in the minimum allocation ratio for IPO book-building from 50% to 40% [5] - The Shanghai Stock Exchange clarified that pre-application consultation is not a mandatory procedure for project acceptance [5] Group 6 - In the electric vehicle sector, July delivery figures showed significant growth for several companies, with Leap Motor surpassing 50,000 deliveries for the first time [9] - The Ministry of Industry and Information Technology issued a digital transformation implementation plan for the machinery industry, aiming for 50% of enterprises to reach a maturity level of two or above by 2027 [10] Group 7 - The State Administration of Foreign Exchange outlined key tasks for foreign exchange management, emphasizing the need for macro-prudential management of cross-border capital flows [21] - The onshore RMB closed at 7.2106 against the USD, down 176 basis points from the previous trading day [21]

Group 1 - The core viewpoint of the article highlights the performance of various new energy vehicle companies in July, with a focus on delivery volumes and year-on-year growth rates [2][3][4][6] - BYD's new energy vehicle sales reached 344,300 units in July, with a cumulative sales of 2,490,300 units for the year, reflecting a year-on-year growth of 27.35% [3] - Leap Motor achieved a significant milestone with over 50,000 vehicle deliveries in July, marking a year-on-year growth of over 126% [3][4] - Zeekr Technology reported sales of 44,193 units in July, showing a year-on-year increase of 19.7% [3] - Xiaomi's automotive deliveries exceeded 30,000 units in July, marking the first delivery month for its SUV model [4] - NIO's vehicle deliveries were 21,000 units in July, indicating a decline compared to previous months [4][6] - The total retail market for narrow passenger vehicles in July was estimated at around 1.85 million units, with new energy vehicle retail expected to reach 1.01 million units, achieving a penetration rate of approximately 54.6% [4] Group 2 - Xiaopeng Motors delivered 36,700 vehicles in July, achieving a year-on-year growth of 229% and setting a new monthly delivery record [6] - Li Auto's deliveries were 30,700 units in July, reflecting a month-on-month decline of 15% [6] - The article emphasizes the competitive landscape among new energy vehicle manufacturers, with Leap Motor, Xiaopeng, and Li Auto being key players in the market [2][3][6]

Group 1 - In July, BYD's passenger car sales reached 341,030 units, with significant contributions from the Dynasty and Ocean series [1][2] - BYD's overall sales saw a decline, potentially due to reduced discounts, but the Fangchengbao model emerged as a new growth point with sales of 14,180 units [4] - BYD's overseas sales increased by 159.5% year-on-year, indicating progress in expanding its international market presence [4] Group 2 - Geely's new energy vehicle sales in July totaled 130,124 units, with the Galaxy brand contributing 95,043 units [5][8] - Geely's organizational restructuring has shown positive results, particularly with the Galaxy brand supporting its new energy vehicle segment [8] - If Geely's international expansion continues successfully, it is likely to achieve its annual target of 3 million units [8] Group 3 - Changan's new energy vehicle sales exceeded 79,000 units in July, with the Changan Qiyuan model delivering 28,568 units [9][10] - Changan has recently become the 100th central enterprise in China, which may enhance resource allocation for its brands [16] Group 4 - Chery's total sales in July reached 224,439 units, with new energy vehicle sales at 65,357 units [18] - Chery has seen a rise in its global ranking and has become the first Chinese brand to export over 5 million vehicles [18] Group 5 - SAIC-GM-Wuling's new energy vehicle sales in July were 73,901 units, contributing to a total of 123,341 units sold [20] - Wuling is focusing on expanding its export business, with a new MPV model launched in Indonesia [20] Group 6 - Leap Motor achieved a record monthly delivery of 50,129 units in July, marking a strong growth trend [23] - The launch of the B01 model at a competitive price point is expected to enhance Leap Motor's market presence [23] Group 7 - Hongmeng Zhixing delivered 47,752 units in July, maintaining a strong performance with the AITO M8 model being a key contributor [25] - Upcoming models are expected to further expand Hongmeng's market share [25] Group 8 - Xiaopeng Motors delivered 36,717 units in July, continuing a streak of over 30,000 units for nine consecutive months [30] - The launch of the G7 model is seen as a direct competition to Xiaomi's YU7 [30] Group 9 - Great Wall Motors' new energy vehicle sales reached 34,593 units in July, with the Wey brand contributing 10,045 units [32] - Great Wall is focusing on quality and has received positive feedback for its recent initiatives [37] Group 10 - Li Auto delivered 30,731 units in July, with the launch of the i8 model expected to provide new growth opportunities [39] - The company is transitioning to a dual strategy of range-extended and pure electric vehicles [39] Group 11 - Xiaomi's automotive division delivered over 30,000 units in July, with the YU7 model experiencing high demand [41] - Production capacity is expected to improve with the expansion of manufacturing facilities [41] Group 12 - Dongfeng Yipai Technology sold 27,923 units in July, with strong performance from its sub-brands [44] Group 13 - GAC Aion's sales reached 26,557 units in July, with significant investments in charging infrastructure [46] Group 14 - NIO delivered 21,017 units in July, with the launch of the L90 model generating considerable interest [49] Group 15 - BAIC New Energy delivered 12,189 units in July, with the Arcfox brand contributing 9,436 units [51] Group 16 - Lantu delivered 12,135 units in July, with the launch of the upgraded Lantu FREE+ model receiving positive market feedback [58]