陆家嘴财经早餐2025年7月4日星期五

Group 1 - The Ministry of Commerce of China responded to reports about the U.S. President's planned visit to China, emphasizing the need for mutual respect and cooperation to enhance U.S.-China economic relations [2] - The U.S. Department of Commerce has lifted the requirement for government licenses for three major chip design software suppliers, allowing them to fully restore access to their services in China [2] - The U.S. House of Representatives passed the "Big and Beautiful" tax and spending bill, which is controversial due to its impact on federal aid and long-term debt, with an estimated increase in the budget deficit by $3.4 trillion over the next decade [2] Group 2 - The State Council has issued a document to replicate and promote 77 pilot measures from the Shanghai Free Trade Zone, covering various sectors including digital trade and risk prevention [3] - China and the EU held a high-level strategic dialogue, with a focus on enhancing cooperation and maintaining international order amidst rising uncertainties [3] - In May, China's service trade imports and exports totaled 32,543.6 billion yuan, a year-on-year increase of 7.7%, with exports growing by 15.1% [4] Group 3 - The A-share market saw a rebound, led by consumer electronics and innovative pharmaceuticals, with the Shanghai Composite Index closing at 3,461.15 points, up 0.18% [5] - Hong Kong's Hang Seng Index fell by 0.63%, marking five consecutive declines, with significant net selling in major tech stocks [5] - Insurance capital has been increasingly active in the capital market, with 18 instances of stake acquisitions in 2025, indicating a shift in investment strategies [5] Group 4 - The China Federation of Logistics and Purchasing reported that the warehousing index for June was 51%, indicating expansion for eight consecutive months [10] - The retail market for passenger vehicles in June reached 2.032 million units, a year-on-year increase of 15% [10] - New policies to stabilize the real estate market were announced in Jingmen, Hubei, including principles for selling newly developed properties [10] Group 5 - The Ministry of Industry and Information Technology held a meeting to address issues in the photovoltaic industry, focusing on promoting product quality and orderly competition [9] - The National Medical Products Administration proposed ten key measures to support the innovation of high-end medical devices [9] - The Ministry of Industry and Information Technology is piloting number protection services to combat telecom fraud [9]