美对欧盟多数商品征收关税税率最高15%；美国移民人口50年来首次下降；前7个月广义财政支出超21万亿，更加积极财政政策落地｜早报

Group 1 - The US has agreed to impose tariffs of up to 15% on most goods from the EU, including automobiles, pharmaceuticals, semiconductors, and timber, starting from September 1, 2025 [2] - The EU will eliminate tariffs on all US industrial products and provide preferential market access for various US agricultural products [17] - The US immigration population has decreased for the first time in 50 years, with a drop from 53.3 million to 51.9 million, largely due to voluntary departures of illegal immigrants [3] Group 2 - China's foreign trade has shown a steady upward trend, with a cumulative import and export growth of 3.5% in the first seven months of the year [5] - The broad fiscal expenditure in China exceeded 21 trillion yuan in the first seven months, reflecting a year-on-year growth of approximately 9.3% [4] - The National Financial Regulatory Administration is actively supporting the reform of commercial health insurance, aiming to establish a multi-level care guarantee system [6] Group 3 - In July, China's total electricity consumption reached 10,226 billion kilowatt-hours, marking an 8.6% year-on-year increase [7] - A new policy in Chengdu allows a minimum down payment of 15% for purchasing affordable housing using housing provident fund loans, with increased loan limits [16] - A new financial tool worth 500 billion yuan is being introduced to support emerging industries and infrastructure projects [11]