退休人员基本养老金上调2%；特朗普再催美联储降息｜南财早新闻

Group 1 - The Ministry of Human Resources and Social Security and the Ministry of Finance announced a 2% increase in basic pension levels for retirees starting January 1, 2025 [1] - The National Bureau of Statistics reported that summer grain production in 2025 is expected to reach 299.48 million tons, maintaining stability [1] - The China Automobile Industry Association indicated that both production and sales of automobiles exceeded 15 million units in the first half of the year, achieving over 10% year-on-year growth [1] - The State Post Bureau revealed that the express delivery volume in China surpassed 100 billion pieces as of July 9, marking the fifth consecutive year of exceeding this milestone [1] - The National Health Commission organized the development of diagnostic guidelines for 86 rare diseases, including achondroplasia, to improve treatment standardization [1] - A visa exemption agreement between China and Malaysia will take effect on July 17, allowing passport holders to stay for up to 30 days without a visa [1] Group 2 - A-shares experienced a rally with real estate stocks hitting the limit up; major banks like ICBC and BOC reached historical highs [2] - As of July 10, 147 A-share companies have forecasted their first-half performance, with 129 expecting profits; Industrial Fulian and 19 others anticipate net profits exceeding 1 billion yuan [2] - The Guangzhou Futures Exchange announced adjustments to the price fluctuation limits and margin requirements for polysilicon futures contracts starting July 14 [2] - Active equity funds have significantly outperformed passive index funds this year, with the best-performing active fund achieving nearly 100% returns, surpassing the highest index fund by about 34 percentage points [2] - In Guangdong, major banks are investigating loan intermediaries amid efforts to combat "financial black and gray industries" [2] Group 3 - Ant Group is reportedly collaborating with Circle to use its stablecoin on Ant's blockchain platform, although Ant International stated that such plans are inaccurate [3] - BYD addressed disputes regarding smart parking liability, stating it will cover costs if its vehicle is deemed responsible by traffic authorities [3] - TSMC reported June revenue of 263.71 billion TWD, a 17.7% decrease month-on-month but a 26.9% increase year-on-year; total revenue for the first half reached 1.77305 trillion TWD, up 40% year-on-year [3] - Seres expects a net profit of 2.7 billion to 3.2 billion yuan for the first half, representing a year-on-year growth of 66.2% to 96.98% [3] - Northern Rare Earth and Baotou Steel announced an adjustment to the price of rare earth concentrate to 19,109 yuan/ton, reflecting a 14.14% increase compared to the previous year's price [3] Group 4 - iFlytek anticipates a net loss of 200 to 280 million yuan for the first half, a year-on-year increase of 30.12% to 50.08%, while maintaining a strategic focus on AI with R&D accounting for about 20% of revenue [4] - U.S. stock indices saw slight gains, with the Dow Jones up 0.43% and the S&P 500 up 0.27%, while major tech stocks also rose [4] - President Trump announced a 50% tariff on copper imports effective August 1, leading to a surge in copper futures prices [4] - Trump urged the Federal Reserve to lower interest rates, criticizing current policies as excessively high [4]