前瞻全球产业早报：今年二季度我国GDP达341778亿元

Economic Data - In the second quarter of this year, China's GDP reached 341,778 billion yuan, representing a year-on-year growth of 5.2% [2] - The value added of the primary industry was 19,459 billion yuan, growing by 3.8% year-on-year; the secondary industry added 127,147 billion yuan, with a growth of 4.8%; and the tertiary industry contributed 195,172 billion yuan, increasing by 5.7% [2] Artificial Intelligence - NVIDIA CEO Jensen Huang stated that China's AI models are "world-class" and that open-source AI from China is a catalyst for global progress [3] - Huang emphasized that models developed by companies like DeepSeek, Alibaba, and Tencent are among the best globally, and AI has become a fundamental infrastructure akin to electricity [3] Technology and Manufacturing - Samsung Display is reportedly set to produce the first foldable iPhone screen for Apple, with mass production of flexible foldable screens expected to start later this year to meet the demand for a 2026 launch [4] - TSMC has initiated plans to build a second chip factory in Japan, with construction expected to continue in the second half of this year [12] Automotive Industry - Chongqing's economic and information committee is seeking opinions on a plan to enhance the smart connected vehicle industry, focusing on AI, core software, and high-end components [5][6] - Stellantis announced the termination of its hydrogen fuel cell technology development project, stating that employees at production sites will not be affected by this decision [15] Market Developments - JD.com has replaced its "20-minute free delivery" service with a new compensation model offering a 4 yuan coupon for late deliveries, indicating a shift in customer service strategy [10] - ByteDance clarified that it has not submitted a purchase application for NVIDIA's H20 chips, countering reports of interest from the company [8] Investment and Financing - "AutoArk" announced successful completion of Pre-A and Pre-A+ financing rounds, while XPeng HuiTian confirmed a $250 million Series B financing to support its flying car development [18] - MiniMax is reportedly nearing completion of a $300 million financing round, with a post-financing valuation exceeding $4 billion [18]