利好！人工智能赛道，大消息

Group 1 - The State Council has deployed measures to gradually implement free preschool education, emphasizing its importance for long-term development and the well-being of families [3] - The China Securities Regulatory Commission (CSRC) held a meeting to summarize the first half of the year and emphasized the need to consolidate the market's recovery and improve market monitoring and risk response mechanisms [3][10] - The China Capital Market Society was established, focusing on significant national strategies and capital market research [3] - The Chinese government proposed the establishment of a World Artificial Intelligence Cooperation Organization to promote global governance and bridge the digital divide [3] Group 2 - The 2025 World Artificial Intelligence Conference opened in Shanghai, with new operational licenses for intelligent connected vehicles issued, including for models from SAIC and Pony.ai [4] - The Ministry of Agriculture and Rural Affairs released a plan to boost agricultural product consumption, including enhancing online sales and live-streaming e-commerce [4] - In June, profits of industrial enterprises above designated size fell by 4.3% year-on-year, but revenue growth is expected to support profit recovery [5] - The National Bureau of Statistics reported a 0.3% year-on-year decline in general public budget revenue for the first half of 2025, while expenditure increased by 3.4% [6] Group 3 - Shanghai's land auction saw a total transaction amount of 10.43 billion yuan, with a record high floor price for residential land [6] - The U.S. and EU reached a new trade agreement, with the U.S. imposing a 15% tariff on EU imports and the EU committing to invest $600 billion in the U.S. [6][14] - Companies like Laopu Gold expect a revenue increase of approximately 241% to 255% in the first half of 2025 [7] - Rebecca reported a 15.31% year-on-year increase in net profit for the first half of the year [8]