本年度白皮书重点关注三大方面。在人员交流方面，白皮书提到，为构建良好的中日关系，顺畅的人员 交流是营造增进相互理解与信任环境的基础，其中促进对话则尤为关键。2024 年 11月，中国恢复了对 日本普通护照持有者的免签政策。白皮书表示，在华日企对此表示欢迎，同时期待中日之间的人员交流 能够更加活跃，推动免签政策常态化。 据新华社报道，2024年12月底，中日高级别人文交流磋商达成10项共识。共识涉及青少年交流、教育、 旅游、友城等多方面人文交流。外交部发言人毛宁在当时的记者会上表示，希望双方以此次会议为契 机，扩大双向往来，创新交流内涵，营造健康理性的民意环境，树立正确客观的相互认知，搭建起更多 民间友好交流的桥梁，助力中日关系健康稳定发展。 "中日交流对话将越发活跃，期待两国经济能迎来更进一步的发展。" 17日，中国日本商会发布《中国经济与日本企业2025年白皮书》（下称"白皮书"）。白皮书深入分析了 中国经济的现状和发展趋势，以及日本企业在华的机遇与挑战。2010年起至今，白皮书已发行共16期。 本年度白皮书征集了8268家在华日资会员企业的意见，分为"中国经济与日本企业的现状""共同问题及 建议""各产业 ...

Core Viewpoint - The small home appliance sector is experiencing significant growth during the 6.18 shopping festival, driven by consumer demand for aesthetic, health, and convenience products, despite a backdrop of price competition and market reshuffling [1][3]. Group 1: Market Performance - Small home appliances have become a key growth category on e-commerce platforms during the 6.18 sales event, with notable increases in sales across various segments such as beauty devices and health care appliances [2][3]. - Tmall reported a 21% increase in overall sales in the home appliance sector in May, with specific products like vacuum cleaners seeing a 54.9% year-on-year sales growth [3]. - JD.com also noted significant growth in categories like beauty and health appliances, with sales of beauty devices and hair dryers increasing over 200% compared to previous periods [3]. Group 2: Pricing Strategies - Some mid-to-high-end brands are opting to lower prices during the 6.18 event to attract consumers who are sensitive to price, with TYMO's products priced higher than competitors but seeing strong sales during the promotion [4][11]. - The sales volume for TYMO's products surged significantly during the promotional period, indicating that consumers are more responsive to discounts on higher-priced items [4][11]. Group 3: Competitive Landscape - The small appliance market is still in its early competitive stage, with a wide range of players and significant price differentiation among products [11][12]. - The industry faces challenges in finding new paths beyond price competition, as many low-end brands struggle with limited profits and innovation capabilities [12][16]. - Technological innovation is identified as a crucial long-term competitive strategy, with brands encouraged to invest in R&D to enhance product differentiation and market presence [12][16]. Group 4: Consumer Trends - The rise of the "post-00s" generation is reshaping market demand, with younger consumers favoring stylish, high-priced products that enhance their lifestyle and social experiences [13][14]. - New consumer needs are emerging from segments like pet care and home automation, leading to increased sales of products like pet air purifiers and smart home devices [14][15]. Group 5: Innovation and Development - Continuous product iteration and differentiation are essential for brands to maintain competitive pricing and market relevance [16]. - The small appliance industry is moving towards higher-end, smart, and eco-friendly products, with a focus on meeting the evolving demands of consumers [12][16].

无独有偶，深圳近期也有类似案例。深圳龙华区龙誉花园的业主，自2024年底收房以来，在两条高架地 铁("天铁")与深圳北高铁站的三重噪声夹击中受尽煎熬。然而，对于业主反映的噪声问题，有关机构此 前在凌晨检测并得出21分贝的数据，与日常体验落差巨大。更让人不解的是，监管部门当初在竣工验收 环节只看该检测报告结果，而完全无视报告的真实性，使得这个小区最终通过了竣工验收。 这个案例近来引发外界广泛关注，也使得环保验收工作进入公众视野。并不难检测的噪声问题，居然被 轻易糊弄过去，业主们遭受的困扰，检测机构却完全无视。这样的案例说明，一旦掺杂利益，检测机构 就容易在专业问题上底线失守。更值得注意的是，在这个案例中，不仅开发商和检测机构弄虚作假，监 管机构也是睁一只眼闭一只眼。环保验收工作何以至此？到底只是极端个案还是行业普遍现象？个中问 题值得细究。 环保监测的腐败现象时有发生，是监管不到位，还是工作机制本身存在漏洞？是时候予以审视了。 近日，珠海市生态环境局官网先后发布两份"责令改正违法行为决定书"，曝光了承接珠海东澳岛渔村更 新改造项目一期工程验收监测的深圳市江浩检测技术有限公司，在现场采样过程中未按照环境监测规范 ...

方正证券表示，制冷剂是氟化工行业中规模最大、应用最广泛的细分领域之一。《蒙特利尔议定书》推 动了制冷剂的代际更迭，当前制冷剂行业处于二代制冷剂加速削减、三代制冷剂配额冻结、四代制冷剂 专利保护期，供给强约束叠加行业格局集中背景下，二、三代制冷剂正处于价格上行周期，下游空调和 汽车行业有望保持增长趋势，三代制冷剂有望量价齐升。随着新能源、电子等新兴产业的发展，其市场 规模不断扩大。相关行业分析师表示，随着天气升温，制冷剂维修端需求逐步旺盛，真实动销提振渠道 价格信心。 据上证报报道，近期，第三代制冷剂市场迎来强劲涨价周期。这一价格上涨趋势并非偶然，而是受到多 重因素的共同影响。首先，全球环保法规的日益收紧，促使市场对环保型制冷剂的需求增加。其次，制 冷剂的生产受到配额限制，导致市场供给相对紧张。 此外，夏季来临，空调等制冷设备的需求增加，也进一步推高了制冷剂的价格。这些因素共同推动了制 冷剂行业的景气度，也为相关上市公司的业绩增长提供了强劲动力。 巨化股份：聚焦于氟化工产业链，尤其在制冷剂领域占据全球领先地位，同时布局含氟聚合物、电子化 学品等高附加值产品。 三美股份：聚焦于氟化工产业链，尤其在制冷剂领域占据领 ...

Core Insights - The 618 shopping festival has evolved from a simple celebration of JD's anniversary into a major event for the entire e-commerce industry, with various platforms participating and competition intensifying [2] - This year's festival features a unique combination of live streaming discounts and substantial benefits for consumers, enhancing the shopping experience [1][4] Group 1: Live Streaming Discounts - Live streaming has emerged as a prominent trend during the 618 festival, characterized by its interactive nature and ability to engage consumers effectively [3] - Influencers utilize humor and expertise to attract viewers, showcasing products in real-time and offering exclusive deals, such as limited-time discounts and giveaways [3] - For instance, a beauty brand's live stream offered a product set at a significantly reduced price, along with free samples, enhancing the perceived value for consumers [3] Group 2: Substantial Benefits - E-commerce platforms are providing various benefits, including red envelopes, discount coupons, and points redemption, to enhance consumer engagement [4] - Red envelopes are particularly popular, allowing consumers to receive cash discounts through various activities, with amounts ranging from a few yuan to over a hundred yuan [4] - Discount coupons are tailored to specific products, and some can be stacked for additional savings, while points accumulated from previous purchases can be redeemed for discounts during the festival [4] Group 3: Consumer Behavior - Consumers exhibit a blend of excitement and rationality during the 618 festival, actively seeking out deals while also prioritizing product quality and practicality [5] - Many consumers prepare in advance by researching products and comparing prices, ensuring they make informed purchasing decisions rather than impulsive buys [5] - An example includes a consumer who researched laptop reviews and specifications before purchasing, ultimately securing a good deal through a live stream [5] Group 4: Merchant Strategies - Merchants view the 618 festival as a critical opportunity to boost sales and brand visibility, leading to innovative promotional strategies and improved service quality [6] - In addition to traditional discounts, merchants are leveraging live streaming and social media marketing to enhance brand reach and consumer interaction [6] - Enhanced logistics and customer service policies are being implemented to ensure timely delivery and satisfactory post-purchase support for consumers [6] Group 5: Future Outlook - The 618 shopping festival is expected to continue evolving with advancements in technology and changing consumer preferences, potentially incorporating smart, personalized live streaming experiences [7] - Emerging technologies like virtual and augmented reality may offer consumers more immersive shopping experiences in future festivals [7] - Sustainability and environmental considerations are anticipated to become significant themes, influencing both consumer choices and merchant practices in the e-commerce sector [7]

Core Viewpoint - JD.com is enhancing its delivery service by upgrading the equipment of full-time delivery riders, focusing on professionalism, efficiency, and safety, with a pilot launch in Suqian and plans for nationwide rollout [1][8]. Group 1: Equipment Upgrades - The new luminous food delivery boxes extend the food insulation time by 100%, ensuring better food quality and taste, while also reducing safety risks during night deliveries [3]. - The "Lightning" series custom bikes are designed for delivery scenarios, featuring a streamlined body, high-performance motors, and advanced safety features, enhancing rider stability and safety [4]. - The new uniforms, including gold name badges and racing-style outfits, aim to boost the professional image of riders and convey a sense of speed and precision in service [6]. Group 2: Technological and Environmental Integration - The luminous food delivery boxes are made from eco-friendly materials, with a low thermal conductivity of 0.018 W/(m·K), ensuring sustainability and a longer lifespan [3]. - The custom bikes support multiple battery voltages and are designed for compatibility with battery swap stations, enhancing operational efficiency for riders [4]. - The overall upgrade reflects a commitment to integrating technology and environmental considerations into the delivery service, aiming to redefine the social value of riders [8].

Group 1 - The concept of "Green water and lush mountains are invaluable assets" emphasizes the dialectical relationship between ecological protection and economic development, leading to the increasing popularity of waste sorting in daily life [1] - In Yangzhou's Hanjiang District, a comprehensive waste sorting system is being established, involving community participation, property companies, and volunteer efforts to promote effective waste management [1] - The district encourages party members to take the lead in waste sorting initiatives, fostering a culture of environmental responsibility among residents [1] Group 2 - The "Green Movement Jinhuai: Low-Carbon Market" initiative in Jinhuai Village enhances resident engagement through immersive activities like "Old Goods Exchange for Green Plants" and "Environmental Knowledge Quiz," attracting over a hundred participants [2] - The implementation of a points system in Jinhuai Village has significantly improved the accuracy rate of waste sorting and resident participation [2] - Hanjiang District emphasizes closed-loop management of waste sorting, organizing joint efforts from various departments to ensure effective waste collection and transportation [2] Group 3 - All streets in Hanjiang District are transitioning from passive to active participation in waste sorting, with 232 residential communities achieving full coverage of waste sorting facilities [3] - Standardized "four-category" waste disposal stations have been established, some equipped with smart sensing devices, to facilitate effective waste management [3] - Regular environmental awareness campaigns are held in residential areas, promoting active participation and knowledge of waste sorting among residents [3]

Group 1: Market Overview - The global carbon black market is experiencing rapid growth, with N134 carbon black being widely used across various industries such as plastics, rubber, inks, and coatings [2] - N134 carbon black is a high-wear, high-strength type of carbon black, primarily used in tire manufacturing, rubber products, sealants, and waterproof rubber boards [2] - The global carbon black market size is expected to reach $42 billion by 2025 [2] Group 2: Regional Demand - The Asia-Pacific region is the largest consumer market for carbon black, driven by a substantial production base for tires and rubber products [2] - Economic development and increasing demand for safe and environmentally friendly tires in the Asia-Pacific region enhance the market prospects for N134 carbon black [2] - China, as the largest producer and consumer of tires globally, significantly influences the demand for carbon black, with a continuous rise in demand for high-performance carbon black [2][3] Group 3: Competitive Landscape - The N134 carbon black market is characterized by intense competition, with traditional producers increasing capacity and new entrants emerging [3] - Environmental and sustainability factors are becoming increasingly important in the carbon black industry, necessitating improvements in product quality and innovation [3][4] Group 4: Future Outlook - The demand for N134 carbon black is expected to continue growing, driven by the development of the global automotive industry and the rise of electric vehicles [3] - The trend towards environmental sustainability will lead the carbon black industry towards high-performance, low-emission products, positioning N134 carbon black favorably [3] - Rapid growth in industries such as plastics, coatings, and inks, along with emerging sectors like renewable energy and aerospace, will create new market opportunities for carbon black products [3] Group 5: Challenges - The industry faces challenges such as fluctuations in raw material prices and stricter environmental regulations, which may impose cost pressures on carbon black companies [4] - The rise of new competitors presents challenges for established companies in the carbon black sector, emphasizing the need for quality and innovation to maintain competitiveness [4]

Core Insights - The 2025 INCHEMTOKYO exhibition in Tokyo, Japan, is a significant event for the chemical industry, scheduled from September 17 to 19, 2025, at the Tokyo Big Sight, covering an area of 20,000 square meters with an expected attendance of 36,000 professional visitors and 450 exhibiting companies [1][7] Group 1: Exhibition Overview - The exhibition focuses on the chemical and processing industries, showcasing factory facilities, engineering, energy conservation, environmental measures, and water treatment [1] - It aims to highlight modern industrial emphasis on environmental protection and energy efficiency, attracting numerous industry participants for exchange and learning [1][4] Group 2: Special Themes and Technologies - Four special planning themes will be featured to enhance the exhibition's image and quality, including chemical process industry, innovative water treatment technologies, industrial environmental energy technologies and services, battery and factory efficiency technologies, CO2 separation and recovery technologies, rare metal recycling, and alternative materials technologies [4] - The exhibition will display a range of chemical production technologies, including engineering and computer systems, chemical machinery, powder and particle handling equipment, fluid transport equipment, and laboratory analysis equipment [4][5] Group 3: Material and Equipment Focus - A variety of materials will be showcased, including organic, inorganic, metal, ceramic, carbon composite materials, nanotechnology-related materials, smart materials, and coatings, with a focus on sustainable alternatives and recycling technologies for rare metals [5] - The workshop systems and machinery section will feature water production systems, filtration systems, wastewater treatment systems, and ozone filters, aimed at improving water resource efficiency in industrial production [5] Group 4: Industry Impact - The exhibition serves as a platform for exhibitors to showcase products and technologies while providing professional visitors with insights into industry dynamics and technological advancements [5][7] - The successful hosting of the exhibition is expected to further promote collaboration and innovation within the chemical industry, injecting new vitality into its future development [7]

钢材：市场情绪谨慎，钢价震荡运行 市场分析 昨日，螺纹钢期货主力合约收于2990元/吨，热卷主力合约收于3104元/吨。现货方面，根据昨日钢银数据显示，昨 日全国钢材城市库存369.11万吨，环比减少3.59%；热卷库存169.6万吨，环比减少3.09%，全国建材成交11.02万吨。 综合来看：螺纹方面，随着建材进入消费淡季，建材产销存持续回落，由于目前市场缺乏投机性需求，淡季弱需 求将持续压制钢材价格；热卷方面，目前板材利润优于建材，产销表现出较强韧性，市场担忧后期抢出口情绪退 坡后影响板材消费，虽然出口略有下滑，但是短期仍保持高位。整体来看，钢材目前供需矛盾不大，后期关注中 美关税谈判和内需刺激政策。 策略 单边：震荡 黑色建材日报 | 2025-06-17 市场情绪谨慎，钢价震荡运行 宏观政策、关税政策、成材需求情况、钢材出口、钢厂利润、成本支撑等。 铁矿：全球发运回落，铁矿窄幅震荡 市场分析 期现货方面：昨日铁矿石期货盘面价格窄幅震荡运行。截至收盘，铁矿石主力2509合约收于704.5元/吨，涨幅0.21%。 现货方面，进口铁矿主流品种价格基本持稳。贸易商报价积极性一般，报价多随行就市，市场交投情绪一 ...