美国总统特朗普承认，他对移民的强力打击正在伤害美国企业，并表示将进行政策调整以应对劳动力短 缺问题。"我们伟大的农民，以及从事酒店和休闲行业的人们一直在表示，我们对移民的非常强硬的政 策正在将一些优秀、长期的工人从他们那里带走，而这些岗位几乎无法填补，"特朗普在自己创建的社 交媒体平台上的一则帖子中写道。 ...

Group 1 - The Indian government has reduced the basic import tariffs on crude palm oil, soybean oil, and sunflower oil from 20% to 10%, while maintaining a high tariff of 35.75% on refined oils [1][4] - This tariff adjustment aims to control the rising edible oil prices, which have increased by 12% year-on-year, causing a 5% rise in the price of 5-kilogram packs of cooking oil in supermarkets [4] - The reduction in tariffs is a response to the significant drop in edible oil stocks in India, from 2.92 million tons at the end of last year to 1.35 million tons in May this year [4] Group 2 - The widening tariff differential has led to a surge in processing profits for refineries, increasing from $30 per ton to $80 per ton, prompting refineries in Gujarat to ramp up production [4] - The export volume from Malaysia to India surged by 35% in June, while Indonesia has redirected palm oil intended for biodiesel to the market [4] - The frequent changes in tariff policies have created confusion among traders, with intermediaries in Nepal who profited from high tariffs last year now facing a shift in their business model [4]

日本政府的税制调查会通过专家会议讨论了调整小额进口货物的免税政策。日本目前对1万日元以下的 进口货物免除消费税和关税。这被认为支持了中国"Temu"和"SHEIN"等…… 日本政府的税制调查会（首相的咨询机构）在6月11日，通过专家会议讨论了调整小额进口货 物的免税政策。日本财务省在之前的会议上表示，很多观点认为应该要求销售额等达到一定 规模的海外电商运营商尽纳税义务。 还展示了整理会议意见的资料。作为讨论的方向，有人推荐澳大利亚的方式。该方式将一定 规模的电商运营商的交易排除在免税制度之外。 日本目前对1万日元以下的进口货物免除消费税和关税。这被认为支持了中 国"Temu"和"SHEIN"等跨境电商网站扩大销路。也有观点指出，低价产品从中国涌入，给日 本国内带来了不正当的低价竞争。多个国家正在缩小或废除免税政策。 会议还介绍了已废除免税制度的欧盟（EU）的方式。由于作为征税对象的货物大幅增加，可 能导致业务成本增加，因此许多人持谨慎态度。也有观点认为，为了实现公平的税制，从中 长期来看日本可以考虑采取欧盟的方式。 有人要求在调整制度时，针对海外运营商不纳税的情况采取对策。日本政府的税制调查会将 在考虑这些意 ...

有人要求在调整制度时，针对海外运营商不纳税的情况采取对策。日本政府的税制调查会将 在考虑这些意见的基础上，继续进行讨论。 日本目前对1万日元以下的进口货物免除消费税和关税。这被认为支持了中 国"Temu"和"SHEIN"等跨境电商网站扩大销路。也有观点指出，低价产品从中国涌入，给日 本国内带来了不正当的低价竞争。多个国家正在缩小或废除免税政策。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 日本政府的税制调查会的专家会议就小额货物的免税制度进行了讨论（6月11日，东京都千代田区） 日本政府的税制调查会通过专家会议讨论了调整小额进口货物的免税政策。日本目前对1万日元以下的 进口货物免除消费税和关税。这被认为支持了中国"Temu"和"SHEIN"等…… 日本政府的税制调查会（首相的咨询机构）在6月11日，通过专家会议讨论了调整小额进口货 物的免税政策。日本财务省在之前的会议上表示，很多观点认为应该要求销售额等达到一定 规模的海外电商运营商尽纳税义务。 还展示了整理会议意见的资料。作为讨论的方向，有人推荐澳大利亚的方式。该方式将一定 规模的电商运营商的交易排除在免税制度之外。 会议还介绍 ...

Group 1 - The survey conducted by Reuters among 105 economists reveals a strong consensus on the timing and frequency of potential interest rate cuts by the Federal Reserve, with many predicting at least two cuts within the year [3][5] - Economists express concerns over the current state of the U.S. economy, highlighting challenges such as fluctuating inflation pressures, a weakening labor market, and increased uncertainty in the global trade environment [3][4] - The anticipated interest rate cuts are expected to alleviate pressures on corporate financing and consumer credit, thereby stimulating economic activity and supporting recovery [3][5] Group 2 - Economists forecast a modest growth of 1.4% for the U.S. economy in 2025 and 1.5% in 2026, indicating a cautious optimism despite various limiting factors [4] - The U.S. economy faces structural adjustments, with traditional manufacturing competitiveness declining and emerging industries not yet providing a robust growth engine [4] - The potential for government economic stimulus policies, along with strong technological innovation and a large domestic consumer market, may provide support for economic growth [4][5] Group 3 - The relationship between the Federal Reserve's monetary policy adjustments and U.S. economic growth expectations is closely linked, with timely rate cuts expected to enhance market liquidity and boost investment and consumption [5] - Failure to adjust monetary policy in line with market expectations could lead to increased downward pressure on U.S. economic growth [5] - Changes in the Federal Reserve's policy will also have significant implications for global financial markets, affecting dollar liquidity, exchange rate fluctuations, and capital flows [5]

Group 1 - The core point of the article indicates that the recent U.S.-China trade negotiations have reached a significant stage, with the departure of U.S. Treasury Secretary Mnuchin suggesting a potential consensus has been approached [1][3] - The involvement of U.S. Commerce Secretary Ross, who was not part of the previous negotiations, signifies a shift in U.S. diplomatic strategy, incorporating export control issues into the discussions [3][7] - The negotiations lasted for 20 hours, resulting in a preliminary "basic trade framework," which both sides plan to present to their leaders for further action [4][5] Group 2 - The intense negotiation format, described as "marathon-style," has facilitated communication between the two parties, although it has not eliminated all differences [5][9] - China's firm stance against U.S. demands is expected, as they maintain a principle of "equality and mutual benefit," indicating readiness to resist unreasonable requests [7][9] - The upcoming expiration of the U.S. tariff grace period adds urgency to the negotiations, with the possibility of an extension to allow more time for agreement [9][11] Group 3 - The complexity of the U.S.-China trade talks is expected to increase, influenced by Mnuchin's exit, Ross's entry, and China's strong position, which will impact the final outcomes of the negotiations [11]

Core Point - The U.S. Department of Defense has significantly reduced its procurement request for the Air Force's F-35 fighter jets [1] Group 1 - The reduction in procurement requests indicates a shift in defense spending priorities [1] - This decision may impact the production schedules and financial forecasts of companies involved in the F-35 program [1] - The adjustment reflects broader trends in military budgeting and resource allocation [1]

Core Viewpoint - The latest adjustment in the franchise policy of Mixue Ice City indicates a shift towards optimizing store layout and tightening new store openings, effective from June 11, 2025, reflecting a strategic response to market saturation and consumer demand [4][10][11]. Summary by Sections Franchise Policy Adjustments - Mixue Ice City has slowed its overall store opening pace and is focusing on developing multi-scenario stores [4]. - The company has undergone a cycle of tightening and loosening its opening strategies over the past year [5]. - From the second half of 2024, existing franchisees must meet a performance criterion of maintaining a top-tier score for seven consecutive months to qualify for new store applications [6][7]. - Only about 10% of franchisees meet this criterion, limiting expansion opportunities for many interested franchisees [8]. - In December 2024, the company slightly relaxed the opening requirements, allowing franchisees not in the lowest performance tier to apply for new stores [9]. New Store Layout Optimization - The upcoming policy emphasizes scientific planning and rational layout based on market capacity, consumer demand, and regional development potential [11]. - The company continues to encourage the establishment of multi-scenario stores in high-traffic areas such as scenic spots and transportation hubs [11]. Selection and Approval Process - As the total number of stores increases, the selection criteria for new store locations have become stricter, with many franchisees reporting difficulties in finding and getting approval for new locations [13][15]. - The company is particularly cautious about opening new stores in already developed areas, leading to increased competition for prime locations [15]. Focus on Special Channels - The trend in the industry is shifting towards special channels (referred to as "special channels"), which include high-traffic areas like campuses and transportation hubs, due to lower competition and higher consumer concentration [16][18]. - Some early franchisees are adjusting their strategies to focus on these special channel locations, recognizing their potential for stable customer flow and profitability [18]. Local Management Requirements - New franchise applications for certain underserved towns now require local residency and management by the franchisee, reflecting a strategy to ensure better operational success in less populated areas [19].

近日，多地发布住房公积金新政。 6月10日，据媒体报道，深圳、珠海、汕头、江门、潮州、揭阳六个城市住房公积金管理中心正式签署《推动 住房公积金协同发展合作协议》，其中提出，推动住房公积金异地贷款互认互通，合作城市缴存职工在本地购 买住房，贷款额度、房屋套数认定与本地缴存职工一致。 同日，青岛市住房公积金管理中心放宽公积金提取政策，将首付款提取范围扩大至二手房，所购住房属于家庭 首套、第二套自住住房或保障性住房，购房人父母及子女可一并提取公积金付首付。 另外，宣城市住房公积金管理中心近日发布《关于进一步加强购买存量房提取住房公积金管理工作的通知》， 坚决打击住房公积金违规提取行为。 青岛放宽公 积 金提取政策 深圳等六城公积金贷款互认互通 据悉，本次签约的几个城市将继续从四个方面加速实现区域内公积金服务的"同城化"体验：一是推动住房公积 金异地无差别服务，加快系统互联互通，实现缴存贷款信息互认，减少办事材料；二是推动住房公积金异地贷 款互认互通，合作城市缴存职工在本地购买住房，贷款额度、房屋套数认定与本地缴存职工一致；三是推动住 房公积金异地信息联查，推动住房公积金异地业务办理便捷化；四是共建住房公积金风险防范 ...

Core Viewpoint - Deutsche Bank analysts predict that the UK labor market will continue to weaken, leading the Bank of England to reverse its restrictive monetary policy [1] Labor Market Analysis - The unemployment rate is expected to rise above the Bank of England's modal forecast, indicating ongoing deflationary pressures [1] - In May, employment numbers decreased by 109,000, marking the most significant drop since May 2020, which paints a concerning picture of the labor market [1] Monetary Policy Outlook - Deutsche Bank forecasts that the Bank of England's interest rate will decrease from the current 4.25% to 3.5% by the end of this year, and further to a low of 3.25% in the first quarter of 2026 [1]