Group 1 - The A-share market experienced a rebound on July 3, with the ChiNext Index leading the gains, rising by 1.9%, while the Shanghai Composite Index increased by 0.18% and the Shenzhen Component Index rose by 1.17% [2] - The U.S. ADP employment data showed a decrease of 33,000 jobs in June, marking the first negative growth since March 2023, which has led to increased expectations for a Federal Reserve interest rate cut [2] - Trump announced a trade agreement with Vietnam, imposing at least a 20% tariff on all goods exported to the U.S., which has contributed to a rise in global risk assets and a more than 3% increase in oil prices [2] Group 2 - Bilibili's former game cooperation department general manager was arrested for serious job-related crimes, raising concerns about internal anti-corruption mechanisms and potential hidden rules in the gaming industry [3] - The market price of Moutai's core product, Feitian Moutai, has dropped below 2000 yuan per bottle, reflecting a decline in the company's stock performance and concerns over its direct sales strategy impacting distributor profits [3] - The China Securities Regulatory Commission held a meeting to discuss financial theories and practices, focusing on capital market innovation, risk prevention, and enhancing the attractiveness of A-shares [3] Group 3 - Neta Auto's parent company, Hezhong New Energy, has initiated bankruptcy restructuring and is seeking investors, highlighting the challenges of high debt and intense competition in the new energy sector [4] - The innovative drug sector is experiencing a resurgence, driven by an increase in business development activities, improved R&D capabilities, and better financial performance among companies [5] - The People's Bank of China will implement new regulations on August 1, requiring reporting of cash transactions over 100,000 yuan to combat money laundering in the precious metals sector [5]

来源：央视新闻 商务部回应有关美国总统拟带企业团访华报道 今天下午，商务部召开例行新闻发布会。新闻发言人就美国和越南达成的贸易协定是否针对 中国一事进行了回应。 商务部新闻发言人何咏前： 美国对全球贸易伙伴加征所谓"对等关税"，是典型的单边霸凌做 法，中方一直坚决反对。中方注意到相关情况，正在开展评估。中方的立场是一贯的，我们 乐见各方通过平等磋商解决与美方经贸分歧， 但坚决反对任何一方以牺牲中方利益为手段达 成交易 。如果出现这样的情况，中方将坚决予以反制，维护自身正当权益。 7月3日下午，商务部召开例行新闻发布会，有记者就有关 美国总统拟带企业团访华的报道 进行 提问。 商务部新闻发言人何咏前： 关于这个问题，我没有可以提供的信息，但是中方的态度是一贯的且 明确的。希望美方与中方相向而行，在两国元首的战略引领下，本着相互尊重、和平共处、合作 共赢的原则，不断增进共识，减少误解，加强合作，共同推动中美经贸关系健康、稳定、可持续 发展。 刚刚，利好！中美大消息 美国与越南达成贸易协议，商务部回应 ...

SFC 本期编辑 金珊 7月3日下午，商务部召开例行新闻发布会。有记者就有关美国总统拟带企业团访华的报道进 行提问。 商务部新闻发言人 何咏前 ：关于这个问题，我没有可以提供的信息，但是中方的态度是一贯 的且明确的。希望美方与中方相向而行，在两国元首的战略引领下，本着相互尊重、和平共 处、合作共赢的原则，不断增进共识，减少误解，加强合作，共同推动中美经贸关系健康、 稳定、可持续发展。 来源 | 央视新闻 ...

商务部新闻发言人何咏前：关于这个问题，我没有可以提供的信息，但是中方的态度是一贯的且明确 的。希望美方与中方相向而行，在两国元首的战略引领下，本着相互尊重、和平共处、合作共赢的原 则，不断增进共识，减少误解，加强合作，共同推动中美经贸关系健康、稳定、可持续发展。 据日月谭天微博消息，7月3日下午，商务部召开例行新闻发布会，有记者就有关美国总统拟带企业 团访华的报道进行提问。 ...

责编：王璐璐 校对：王锦程 百万用户都在看 直线飙升！三重利好，集中来袭！ 突发！超10万人爆仓！一则利空，突然引爆！ 午后，突发！直线飙升，发生了什么？ 集体大涨！特朗普，新计划曝光！ 美联储，突传重磅！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 7月3日下午，商务部召开例行新闻发布会，有记者就有关美国总统拟带企业团访华的报道进行提问。 商务部新闻发言人何咏前：关于这个问题，我没有可以提供的信息，但是中方的态度是一贯的且明确的。 希望美方与中方相向而行，在两国元首的战略引领下，本着相互尊重、和平共处、合作共赢的原则，不断 增进共识，减少误解，加强合作，共同推动中美经贸关系健康、稳定、可持续发展。 来源：日月谭天 ...

（本文来源： 日月谭天） 7月3日下午，商务部召开例行新闻发布会，有记者就有关美国总统拟带企业团访华的报道进行提 问。 商务部新闻发言人何咏前：关于这个问题，我没有可以提供的信息，但是中方的态度是一贯的且明 确的。希望美方与中方相向而行，在两国元首的战略引领下，本着相互尊重、和平共处、合作共赢 的原则，不断增进共识，减少误解，加强合作，共同推动中美经贸关系健康、稳定、可持续发展。 ...

Core Viewpoint - The recent lifting of export restrictions by the U.S. government on EDA software for China is expected to impact the semiconductor industry positively, allowing companies like Synopsys and Siemens to resume sales and operations in China [1]. Group 1: Export Restrictions and Market Dynamics - On July 2, Synopsys received a notification from the U.S. Department of Commerce that export restrictions related to China have been lifted, effective immediately [1]. - Siemens also received a notification on the same day, allowing them to restore full access for Chinese customers to their EDA software and technology [1]. - The domestic EDA market is currently dominated by three international giants: Synopsys, Cadence, and Siemens EDA, while local companies have made some breakthroughs but have not yet formed a competitive landscape [1]. Group 2: Industry Preparedness and Future Outlook - A Shanghai semiconductor company confirmed receiving notifications from overseas EDA firms about the lifting of sales restrictions, indicating prior preparations by the company to secure three years of EDA software licenses [1]. - An industry insider noted that forming a complete toolchain will take a long time, as currently, multiple domestic companies are working separately on what a single overseas company can provide [1]. - The Chinese Ministry of Commerce expressed intentions to approve export applications for controlled items that meet conditions, signaling a potential for improved U.S.-China trade relations [1].

人民财讯5月12日电，当地时间5月10日至11日，中美经贸中方牵头人、国务院副总理何立峰与美方牵头 人、美国财政部长贝森特和贸易代表格里尔在瑞士日内瓦举行中美经贸高层会谈。双方围绕落实今年1 月17日中美元首通话重要共识进行了坦诚、深入、具有建设性的沟通，在经贸领域达成一系列重要共 识。当地时间5月12日上午9:00，双方发布《中美日内瓦经贸会谈联合声明》。商务部新闻发言人就此 发表谈话。 2025年4月以来，美国政府在此前单边加征关税的基础上，又对华加征所谓"对等关税"，中国进行了坚 决正当反制。随后美方轮番升级关税措施，将对华"对等关税"税率从第一轮的34%先后提升至84%和 125%。美高额关税严重损害双边正常经贸往来，严重破坏国际经贸秩序。本次会谈达成了联合声明， 是双方通过平等对话协商解决分歧迈出的重要一步，为进一步弥合分歧和深化合作打下了基础、创造了 条件。 双方在联合声明中达成多项积极共识。双方认识到双边经贸关系对两国和全球经济的重要性，认识到可 持续的、长期的、互利的双边经贸关系的重要性，本着相互开放、持续沟通、合作和相互尊重的精神， 继续推进相关工作。双方同意共同采取以下措施： 美方承诺取消 ...

Group 1 - The core viewpoint emphasizes China's rejection of U.S. accusations regarding violations of the Geneva economic and trade talks consensus, urging the U.S. to work together to maintain a healthy and stable economic relationship [1][2] - China has taken responsible actions by canceling or suspending relevant tariffs and non-tariff measures against the U.S. following the joint statement issued on May 12, demonstrating a commitment to the consensus reached [1] - The U.S. has introduced several discriminatory measures against China post-Geneva talks, including AI chip export controls and halting sales of chip design software, which contradicts the agreements made during the talks [1] Group 2 - The joint statement from the Geneva economic and trade talks is highlighted as a significant consensus achieved through mutual respect and equal consultation, and the importance of correcting erroneous practices is stressed [2] - China warns that if the U.S. continues to harm its interests, it will take strong measures to protect its legitimate rights [2]

中国商务部国际贸易经济合作研究院学术委员会副主任张建平在《人民日报》发表署名文章表示，中美 经贸关系是经济全球化和亚太区域经济合作的共同产物。中美加强对话和合作，才能在可持续生产、可 持续贸易和可持续消费的道路上不断前行，为世界经济注入更多确定性和稳定性。 ...