据报道，特朗普在白宫高调宣称中美签署"和解协议"，称这一协议能"打开中国大门"，瞬间引发全球关注。然而多方信息显示，这场被美方渲 染为关税战"大结局"的事件，更像是美国在稀土困局下的急切公关，中美经贸博弈的深层矛盾远未真正化解。 特朗普在6月26日的白宫活动中激动表示"我们刚与中国签字"，美国商务部长卢特尼克随即确认，称协议整合了日内瓦会谈条款，核心是中国 加快对美稀土出口，美方相应取消贸易限制。但卢特尼克也向彭博社坦言，所谓"新协议"实质是5月日内瓦共识的执行框架细化，并非全新的 一揽子贸易协议。这种表述矛盾暴露了美方既想夸大谈判成果、又难以掩盖协议本质的尴尬处境。而卢特尼克直言"只要中国交付稀土，美国 就取消反制"，更将协议降格为"稀土换关税"的交易式表态，凸显美国对中国稀土的战略依赖——《纽约时报》曾披露，中国掌控全球超九成 稀土供应，一架F-35战机需410公斤稀土，一艘潜艇消耗更超4吨，当中国4月启动出口管制后，美国雷神公司被迫减产、特斯拉生产线停摆， 供应链危机让美方急于破局。 但关税战核心矛盾并未解决：美方仍保留20%芬太尼前体额外关税，并酝酿对半导体等征收全球关税，中方则坚持单边关税违反WTO ...

以下文章来源于凤凰网财经 ，作者风暴眼 凤凰网财经 . 82岁的杨受成， 再次站在了命运的悬崖边。 文 ｜ 风暴眼 来源｜ 凤凰网财经（ID：finance_ifeng） 封面来源 ｜ IC photo 6月30日，一则核数师"非标报"引爆香江。 香港大佬杨受成旗下英皇国际166亿港元银行借贷逾期，德勤对其持续经营能力亮出红灯，"可能对其持续经营能力构成重大疑问"。 利空消息迅速引发市场剧烈反应，投资者用脚投票。 更具连锁效应的是英皇系个股的集体重挫。 截至港股收盘，英皇钟表珠宝跌8.33%，英皇娱乐酒店跌5.26%，英皇资本暴跌18.18%，英皇文化产业，跌幅亦达14.89%，整个资本版图在市场的寒意中 震荡不已。 亏损扩大一倍多 这场风暴的导火索，源于英皇国际的2025财年业绩公告。 你好，我们是凤凰网财经，全球华人都在看的财经公众号，传播最有价值的财经报道，你值得关注！欢迎访问：http://finance.ifeng.com/ 财报里藏着两个平行世界。报告期内，公司总收入同比增长41.5%至13.76亿港元。但连同来自不再持续经营业务，年度亏损由上财年的20.47亿港元扩至 47.43亿港元。 业务板 ...

据彭博社及多家外媒报道，特斯拉在核心市场销量持续下滑的背景下，于近日启动重大管理层重组。原 负责北美和欧洲销售及制造业务的高级副总裁奥米德·阿夫沙尔（Omead Afshar）离职后，首席执行官 埃隆·马斯克（Elon Musk）已直接接管欧美销售监管工作，而亚洲业务则由副总裁兼大中华区负责人朱 晓彤（Tom Zhu）统筹，同时朱晓彤还将接管特斯拉全球制造业务。这一调整被视为马斯克为扭转销售 颓势、重塑全球供应链的"紧急干预"。 阿夫沙尔的离职是特斯拉近半年来高管动荡的最新案例。作为马斯克的长期亲信，他自2017年加入特斯 拉后迅速晋升，曾主导Model 3量产、德克萨斯州超级工厂建设等关键项目，并于2024年10月升任北美 和欧洲业务负责人。 然而，其任期内特斯拉在欧美市场表现惨淡：根据欧洲多国交通部门最新披露的数据，特斯拉在法国6 月新车注册量同比下降10%，葡萄牙单月增长7.3%，但上半年累计下滑25.3%，意大利上半年则以 36.16%的跌幅领跌主流市场。5月特斯拉新车销量同比下降27.9%，连续五个月下滑，德国、法国等核 心市场份额被大众、宝马等本土品牌蚕食；北美市场方面，特斯拉2025年一季度交付 ...

记者丨张飞涛 实习生丨刘宇 出品丨鳌头财经 "我连家门都没推出去过，就在家里试推了一下。"近日，山东消费者王先生怎么也没想到，短短几步的试推，竟成了价值1259元的gb好 孩子婴儿车无法退货的理由。 王先生的情况并非个例。在黑猫投诉、12315等投诉平台上，有类似遭遇的消费者不在少数，售后困难、虚假宣传、品牌质量大不如前等 评价已经成为投诉重灾区。另有快递员透露，"仓库中还积压了数百台（拟退货）gb好孩子商品。" 作为母婴行业畅销品牌，gb好孩子品牌宣传时表示支持7天无理由退货政策，但售后时却以"有使用痕迹"为由拒绝退货，并且对"使用痕 迹"尚无公开的判断标准，完全是企业说了算的售后体系，无异于变相的霸王条款。而gb好孩子客服"试用前垫纸"的荒诞建议更将这场信 任危机推至风口浪尖。 退货标准模糊，引发品牌信任危机 根据极目新闻报道，近日，山东的消费者王先生反映：他网购了一台售价1259元的gb好孩子"鲲鹏Pro"婴儿车，收到货后在家里试推了一 下，感觉车子晃动幅度较大，当日便在平台申请了7天无理由退货。 原本以为会顺利推进的退货流程，却在商品寄出去后，被品牌方拒收了，拒收理由是轮子有磨损。这一拒绝理由让王先生 ...

日本政府打算从2026年4月起，让大家每年交2400日元-12000日元（约120元-600元）税费。 这两天，"单身税"这词儿火了。 起因是网友爆料：日本要开征单身税！消息一出，直接引爆热搜第一。 日本社交平台，网友也疯狂吐槽："凭什么让我交钱养别人家孩子？" "不结婚也是罪吗？" 其实啊，单身税早就变相在收了，咱们国家也一样。 生，还是不生？这问题，真挺难。 人口告急的日本，先出手了 这笔钱专门用来补贴有孩子的家庭，美其名曰 "儿童与育儿支援金"。 这一政策在日本民间被戏称为 "单身税"。 不过日本官方可不认账，说这是面向所有人收的，不针对单身。与其说是 "单身税"，不如说是 "全民生育税"。 但仔细琢磨下里面的门道： 不管你是单身、丁克，还是没孩子的家庭，只要交了医疗保险，就必须掏钱，而且收入越高交得越多。 最后补贴只给有娃的家庭，这不就是变相的 "单身税" 嘛。 其实咱们这不也一样吗？为了鼓励生育，把各种资源往有娃家庭倾斜。 就像热搜底下，有网友说的： 这样来看，咱们国家也有变相收"单身税"。 比如说，专项抵税扣除，养孩子、还房贷的能少交点税。 产假延长、生育补贴、甚至有些城市还有购房优惠...福利都 ...

新能源及有色金属日报 | 2025-07-02 重要数据 铝现货方面：SMM数据，昨日长江A00铝价录得20780元/吨，较上一交易日持平，长江A00铝现货升贴水较上一 交易日下跌30元/吨至20元/吨；中原A00铝价录得20560元/吨，中原A00铝现货升贴水较上一交易日下跌50元/ 吨至-180元/吨；佛山A00铝价录20690元/吨，佛山A00铝现货升贴水较上一交易日下跌25元/吨至-45元/吨。 铝期货方面：2025-07-01日沪铝主力合约开于20555元/吨，收于20635元/吨，较上一交易日收盘价上涨85元/ 吨，涨幅0.41%，最高价达20640元/吨，最低价达到20505元/吨。全天交易日成交134634手，较上一交易日减 少33203手，全天交易日持仓283099手，较上一交易日增加10693手。 库存方面，截止2025-06-30，SMM统计国内电解铝锭社会库存46.8万吨。截止2025-07-01，LME铝库存34.5 吨，较前一交易日增加550吨。 氧化铝现货价格：2025-07-01 SMM氧化铝山西价格录得3075元/吨，山东价格录得3080元/吨，广西价格录得 3180元/吨， ...

西方国家长期以来对稀土资源的战略误判，最终导致了如今的窘境。这场危机并非突发事件，而是西方国家长期以来傲慢与短视的必然结果。 一、 技术盲点与战略失误：西方稀土梦魇的开端 更关键的是，西方国家低估了中国在稀土领域的法律框架建设。中国《出口管理法》等法制体系的建立，让西方国家惯用的制裁手段失效，纷纷落入中国制 定的出口"黑名单"。 "挖墙脚"窃取技术人才的企图也以失败告终，中国对稀土相关企业技术专家的名单进行严格上报，关键技术更是严防死守。 西方世界的稀土困境：一场由傲慢与短视引发的危机 二、 中美贸易协议与欧盟的被动求助： 稀土危机全面爆发 西方国家一直将稀土视为可替代的商品，高估自身技术实力，并依赖于制裁与管辖等手段来维持国际主导地位。他们忽视了中国在稀土提纯和回收领域的巨 大突破。目前，中国包头地区的离子型稀土提纯技术纯度已达99.995%，江西省更是在废旧硬盘中回收的稀土纯度超过了原矿。这种技术差距，使得西方 的"替代"计划最终化为泡影。 中美贸易协议达成后，欧盟在稀土供应问题上陷入困境，苦寻不到从中国获得稀土配额的途径。 欧洲众多车企，特别是面临停产危机的维斯塔兰，都将希 望寄托于塞尔维亚总统武契奇。 ...

Core Points - The article highlights the humanitarian crisis in Chad due to the influx of Sudanese refugees fleeing armed conflict, with over 840,000 refugees reported since the beginning of 2023 [3] - The situation in refugee camps is dire, with inadequate access to basic necessities such as water and food, significantly below international standards [2] Group 1 - The Adré refugee camp has become a temporary shelter for approximately 230,000 Sudanese refugees escaping conflict since April 15, 2023 [1] - The average daily water allocation per person in the camps is only 4.69 liters, far below the international standard of 15 to 20 liters [2] - The ongoing conflict in North Darfur has led to a new wave of refugees, with the Iridimi camp emerging as a major settlement point [1][2] Group 2 - The United Nations High Commissioner for Refugees (UNHCR) is actively involved in transporting refugees and providing humanitarian assistance, with over 51,542 refugees received between May 23 and June 24 [2] - Refugees express a strong desire for peace and a return to their previous lives, highlighting the emotional toll of displacement [2][3] - As the rainy season approaches, refugees face additional survival challenges, emphasizing the urgent need for humanitarian support [3]

Core Viewpoint - Boeing is undergoing significant leadership changes, with the appointment of a new CFO amidst ongoing safety crises and operational challenges [1][2][3] Group 1: Leadership Changes - Boeing announced that Brian West will transition to a senior advisor role, while Jesus "Jay" Malave has been appointed as the new CFO, effective August 15 [1][2] - Malave has extensive experience in the aerospace sector, having previously served as CFO at Lockheed Martin and held senior roles at L3Harris Technologies and United Technologies [2] - The leadership changes come in the context of ongoing safety issues, including a recent accident involving the Boeing 787-8 aircraft [2][3] Group 2: Safety and Operational Challenges - Boeing has faced multiple safety incidents involving the 737-800 model, with at least six reported accidents in 2024 alone, although most did not result in casualties [5] - The company has been under scrutiny following a series of high-profile incidents, including the grounding of aircraft and production limitations imposed by the FAA [2][3] - Boeing's new safety and quality initiatives aim to restore its reputation and ensure the production of high-quality, safe commercial aircraft [4][5] Group 3: Financial and Strategic Outlook - The company has entered a cost-saving mode, implementing measures such as hiring freezes and suspending non-essential expenditures to preserve cash [3] - Boeing's leadership is focused on a recovery plan, with 2025 identified as a critical year for business revival following six consecutive years of losses [5][6] - The recent changes in leadership and operational strategies reflect Boeing's commitment to addressing its ongoing challenges and improving its financial health [1][3][5]

Group 1 - The likelihood of a dollar collapse in the short term is low due to the continued dominance of the dollar as a global reserve currency, accounting for approximately 58% of reserves and trade settlements [1] - The recent legislation increases the debt ceiling by $5 trillion, temporarily averting a debt default and maintaining market confidence in U.S. Treasury liquidity [1] - The Federal Reserve has effective tools to stabilize the currency if a dollar crisis arises, including interest rate hikes and balance sheet adjustments [2] Group 2 - Long-term systemic risks are evident, with a rising interest burden on national debt, which reached $684.1 billion in interest payments in the first seven months of the fiscal year 2025, becoming the second-largest fiscal expenditure [2] - Moody's predicts that if current policies remain unchanged, the national debt-to-GDP ratio could rise to 134% by 2035, up from the current 98%, squeezing essential spending on defense and social security [2] - The dollar's credibility is increasingly undermined, as the dollar index has fallen to its lowest level since February 2022, raising concerns about fiscal sustainability [3] Group 3 - The economic structure is becoming more polarized, with the wealthiest households seeing a 4.3% increase in after-tax income, while the bottom 20% only see a 0.6% increase [4] - The legislation is expected to result in 12 million people losing health insurance and an increase of $1,060 in annual mortgage interest, which could weaken consumer spending and hinder economic growth [4] Group 4 - Warning signals for a potential collapse include significant sell-offs of U.S. Treasuries by sovereign funds, an inversion of inflation and interest rates, and geopolitical conflicts accelerating the de-dollarization process [5] - The debate surrounding the legislation highlights conflicting viewpoints, with some arguing it could lead to a debt crisis, while others believe it may stimulate economic growth [6] Group 5 - While a collapse is not inevitable, systemic risks are increasing, with the legislation likely to accelerate a threefold crisis involving debt, trust, and social issues [7] - Key observation points include the outcome of the House's second vote, the potential for 10-year Treasury yields to exceed 5.5%, and changes in the proportion of U.S. Treasuries in foreign central banks' reserves [7]