责编：李驿达、陈亚楠 新华社快讯：中国商务部国际贸易谈判代表兼副部长李成钢29日说，在过去一天半时间里，中美双方经 贸团队根据两国元首6月5日通话共识，继续发挥中美经贸磋商机制作用，就彼此关注的重大议题进行了 深入、坦诚、建设性的交流。 ...

Group 1 - The core viewpoint of the article highlights the ongoing constructive dialogue between the US and China regarding significant economic issues, as emphasized by China's Vice Minister of International Trade Negotiations, Li Chenggang [1] Group 2 - The discussions are a continuation of the consensus reached during the phone call between the leaders of both countries on June 5 [1] - The economic teams from both nations have engaged in in-depth and candid exchanges over the past day and a half [1]

Group 1 - The core viewpoint of the article highlights the commencement of Sino-U.S. economic and trade talks in Stockholm, Sweden, emphasizing the importance of mutual respect and cooperation for win-win outcomes [1] - The Chinese Ministry of Commerce spokesperson stated that the discussions will follow the important consensus reached during the phone call between the two countries' leaders on June 5 [1] - The article indicates that the talks aim to address mutual economic and trade concerns between China and the U.S. [1] Group 2 - The article mentions a sudden development in the A-share market, specifically regarding stock 002512, which has been placed under investigation by the China Securities Regulatory Commission [1]

Group 1 - China opposes unilateral sanctions without international legal basis and urges Ukraine to correct its actions [1] - China emphasizes the importance of equal dialogue and cooperation in the upcoming US-China economic talks [2] - China firmly opposes any agreements that sacrifice its interests in trade negotiations [3] Group 2 - China expresses concern over the detention of Chinese scholars in the US and calls for an end to discriminatory practices [4][5] - China is committed to maintaining close communication with Cambodia and Thailand to promote peace and stability in the region [6]

Group 1 - The core viewpoint of the article emphasizes the importance of the upcoming China-U.S. economic talks in Sweden, highlighting China's consistent stance on mutual respect and cooperation for stable bilateral relations [2] - The Chinese government expresses hope for the U.S. to work together to implement the important consensus reached during the recent phone call between the two countries' leaders [2] - The article mentions that Chinese Vice Premier He Lifeng will attend the economic talks in Sweden from July 27 to 30, focusing on issues of mutual concern [2] Group 2 - The article discusses concerns regarding the treatment of Chinese scholars in the U.S., noting recent incidents of arbitrary detention and the infringement of their rights [4] - The Chinese government urges the U.S. to stop discriminatory law enforcement against Chinese students and scholars, emphasizing the need for a respectful and cooperative educational exchange [4] - The article highlights that the ongoing actions by the U.S. could ultimately harm its own image and international reputation [4]

Key Points - The report highlights a selection of stocks for July, including companies such as 滨江集团 (Binjiang Group) and 顺丰控股 (SF Holding) as part of the recommended investment portfolio [1] - The macroeconomic analysis indicates a gradual appreciation of the RMB against the backdrop of easing trade policy uncertainties between the US and China, which enhances the competitiveness of Chinese exports [2][6] - The report notes a slight decrease in the overall activity of mergers and acquisitions in the A-share market, with a total of 66 disclosed transactions amounting to 5233.44 billion RMB, indicating a trend towards structural reorganization despite a decrease in the number of major deals [12] - In the nuclear fusion sector, significant advancements have been made in China's nuclear fusion technology, which is expected to benefit from ongoing investments and the development of related industrial chains [13][15] - The report discusses the emergence of a new market for AI Infra catalyzed quartz fiber cloth, with the company 菲利华 (Philips) leveraging its full industry chain advantages to gain a first-mover advantage in the electronics fabric sector [17][18]

Core Viewpoint - The article discusses the ongoing tensions between the U.S. and China regarding TikTok, highlighting the U.S. Secretary of Commerce's statement that TikTok may have to cease operations in the U.S. if a sale is not approved by China [1] Group 1 - The U.S. Secretary of Commerce, Gina Raimondo, indicated that TikTok must stop operating in the U.S. if China does not approve the sale of the app [1] - The U.S. government emphasizes the need to control the algorithms that support TikTok's operations [1] - The Chinese Foreign Ministry has reiterated its stance on the TikTok issue, indicating that it has previously clarified its principles regarding the matter [1]

Group 1: Investment Rating - There is no information provided about the industry investment rating in the report. Group 2: Core View - The stock index futures may shift to a volatile pattern [3] Group 3: Summary of Key Information 1. Index Futures Data - On July 23, the monthly contracts of the four major index futures showed mixed trends. IF rose 0.27%, IH rose 0.46%, IC rose 0.07%, and IM rose 0.01% [1] - In terms of trading volume, the total trading volume of index futures rebounded. IF increased by 13,706 lots, IH by 7,078 lots, IC by 12,645 lots, and IM by 19,443 lots. In terms of positions, IF's total position increased by 1,510 lots, IH decreased by 1,022 lots, IC increased by 2,910 lots, and IM increased by 9,947 lots [1][2] 2. Basis of Index Futures - The report presents the basis trends of IF, IH, IC, and IM from June 27 to July 23 through charts [4] 3. Positions of the Top 20 Futures Members - In the IF series, IF2508's long - position decreased by 56 lots, and short - position decreased by 892 lots; IF2509's long - position decreased by 1,337 lots, and short - position decreased by 515 lots; IF2512's long - position increased by 515 lots, and short - position increased by 553 lots [5] - In the IH series, IH2508's long - position decreased by 569 lots, and short - position decreased by 476 lots; IH2509's long - position decreased by 1,610 lots, and short - position decreased by 1,337 lots; IH2512's long - position increased by 110 lots, and short - position increased by 137 lots [5] - In the IC series, IC2508's long - position decreased by 2,175 lots, and short - position decreased by 1,925 lots; IC2509's long - position increased by 997 lots, and short - position increased by 870 lots; IC2512's long - position increased by 1,088 lots, and short - position increased by 1,539 lots [5] - In the IM series, IM2508's long - position increased by 2,420 lots, and short - position increased by 2,410 lots; IM2509's long - position increased by 4,084 lots, and short - position increased by 2,791 lots; IM2512's long - position increased by 1,568 lots, and short - position increased by 2,056 lots [5] 4. Trend Intensity and Important Drivers - The trend intensity of IF and IH is 1, and that of IC and IM is also 1. The trend intensity ranges from - 2 to 2, with - 2 being the most bearish and 2 being the most bullish [6] - Important drivers include: He Lifeng will go to Sweden to hold economic and trade talks with the US from July 27 to 30; the spot price of industrial silicon rose significantly this week, with the main contract's closing price rising from 8,745 yuan/ton to 9,525 yuan/ton, an increase of 8.92%. The Shanghai Composite Index rose 0.01%, the Shenzhen Component Index fell 0.37%, and the ChiNext Index fell 0.01%. A - share trading volume was 1.9 trillion yuan [6]

商务部新闻发言人就中美瑞典经贸会谈答记者问。 据商务部网站消息，经中美双方商定，中共中央政治局委员、国务院副总理何立峰将于7月27日至30日赴瑞典与美方举行经贸 会谈。中美双方将按照两国元首6月5日通话重要共识，发挥好中美经贸磋商机制作用，本着相互尊重、和平共处、合作共赢 的原则，继续就彼此关心的经贸问题开展磋商。 更多内容： 中美经贸磋商机制首次会议在英国伦敦举行 当地时间6月9日至10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及商务部长卢特尼 克、贸易代表格里尔在英国伦敦举行中美经贸磋商机制首次会议。双方进行了坦诚、深入的对话，就各自关心的经贸议题深 入交换意见，就落实两国元首6月5日通话重要共识和巩固日内瓦经贸会谈成果的措施框架达成原则一致，就解决双方彼此经 贸关切取得新进展。 何立峰表示，本次会议是在两国元首今年6月5日战略共识指引下开展的一次重要磋商。中方对中美经贸问题的态度和立场是 明确的、一贯的。中美经贸关系的本质是互利共赢，中美在经贸领域合则两利、斗则俱伤。贸易战没有赢家，中方不愿打， 但也不怕打。双方应通过平等对话、互利合作解决经贸分歧，中方对经贸磋商是有诚意 ...

商务部新闻发言人就中美瑞典经贸会谈答记者问。 据商务部网站消息，经中美双方商定，中共中央政治局委员、国务院副总理何立峰将于7月27日至30日赴瑞典与美方举行经贸会 谈。中美双方将按照两国元首6月5日通话重要共识，发挥好中美经贸磋商机制作用，本着相互尊重、和平共处、合作共赢的原 则，继续就彼此关心的经贸问题开展磋商。 校对： 苏焕文 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 何立峰表示，本次会议是在两国元首今年6月5日战略共识指引下开展的一次重要磋商。中方对中美经贸问题的态度和立场是明确 的、一贯的。中美经贸关系的本质是互利共赢，中美在经贸领域合则两利、斗则俱伤。贸易战没有赢家，中方不愿打，但也不怕 打。双方应通过平等对话、互利合作解决经贸分歧，中方对经贸磋商是有诚意的，也是有原则的。下一步，双方要按照两国元首 通话达成的重要共识和要求，进一步发挥好中美经贸磋商机制作用，不断增进共识、减少误解、加强合作。中方重申，双方应相 向而行，言必行、行必果，拿出恪守承诺的诚信精神和切实履行共识的努力行动，共同维护来之不易的对话成果，继续保持 ...