智通财经APP获悉，中信证券发布研报称，特朗普政府的关税措施已落地数月之久，该行认为美国进口 商应是美国跨境贸易中关税升幅的主要承担者，中国出口商目前可能承担了关税增量的12%左右，其中 服装出口商分担关税的步伐可能较快，未来跨境贸易中大部分含税价格的涨幅可能仍需由美国买家承 担。该行在将超六万条美国进口货物统计数据映射到投入产出表体系后发现，进口含量高的美国终端消 费品价格似乎已能显现关税影响的身影，其中"中国含量"较高的消费品似乎已在所谓"芬太尼关税"落地 后开始温和涨价，而进口来源主要是欧日等其它非美贸易伙伴的消费品则尚未因"基准关税"生效而涨 价，后者对应的美国零售商目前可能自行吸收了关税成本。 美国企业有向美国居民转嫁关税成本的意愿和能力 现有研究指出在特朗普首届任期内，虽然美国进口商在与非美出口商交易时几乎承担了全部关税增幅， 但彼时企业进口成本的大幅上升并未导致终端零售价格随之大涨。不过，白宫今年关税的涉及范围显著 更广，且多数贸易伙伴在8月后可能仍会至少面临10%的基准关税，这意味着美国相关企业现已较难通 过牺牲自身的利润率来平稳终端售价。该行测算若美国零售商完全吸收今年以来白宫的关税增幅，则 ...

Core Insights - The article highlights the transformation of Yonghui Supermarket in Zhengzhou, which adopted the "Fat Donglai model" and achieved significant sales growth, with the first-day sales reaching 1.88 million yuan, 13.9 times higher than before the transformation [1][8][10] - Zhengzhou has been identified as a strategic location for this transformation due to its large population and economic potential, making it a key area for Yonghui's expansion [3][4][7] Group 1: Transformation Details - The transformation began in June 2023, with the Zhengzhou store undergoing a 19-day renovation, leading to a remarkable sales increase [8][10] - The store reduced 81.3% of its original product offerings, aligning 90% of its new product structure with that of Fat Donglai, introducing popular items to attract customers [10][12] - Employee welfare improvements included raising base salaries from 2,500 yuan to 4,500 yuan and providing additional benefits, enhancing employee satisfaction and service quality [10][12] Group 2: Market Performance - Zhengzhou's retail sales reached 588.46 billion yuan in 2024, with a year-on-year growth of 4.7%, positioning it as the second-largest consumer city among central provincial capitals [4] - From January to May 2024, retail sales totaled 276.3 billion yuan, with May alone seeing an 8.7% increase year-on-year [4] - The store's average daily customer flow remains stable at approximately 8,000 to 10,000, indicating sustained interest post-transformation [12] Group 3: Expansion and Future Plans - The transformation model is being replicated across over 100 stores nationwide, with significant increases in customer traffic and sales reported [13][17] - Yonghui plans to expand the "Fat Donglai model" to 178 stores by August 2024, covering 66 cities, with a long-term goal of transforming 300 stores by early 2026 [17] - The company is also focusing on training core store managers to enhance operational capabilities, ensuring the successful implementation of the transformation model [15][17]

机器人大讲堂获悉， 高性能柔性触觉传感器研发、生产商 「赛感科技」近日成功完成数千万元 Pre-A轮融 资。 本轮融资由 招商局创投领投，琥珀资本及产业方博杰股份跟投 ，融资资金 将用于核心技术投入、产品 研发迭代及市场化应用探索 。 招商局创投是招商局集团以投资推进产业与创新科技融合的企业创投平台，专注在招商局产业价值链上发现、 培育、整合产业科技创新类项目 ，投资领域涵盖数字科技等科技创新领域。值得关注的是，招商局创投今年 在机器人领域动作频频，已投资首形科技、千寻智能、逐际动力等一批人形机器人与具身智能企业。此次对赛 感科技的投资，进一步强化了其在人形机器人与具身智能领域的战略纵深。 据机器人大讲堂了解， 赛感科技（全称：赛感科技有限公司） 成立于 2023年，是一家专注于柔性传感技术 的高科技企业，核心业务聚焦于新一代高性能柔性智能传感器及机器人电子皮肤的研发、生产与销售。 在核心团队方面 ， 赛感科技 的技术源自南方科技大学超柔性电子学实验室 ， 研发团队由超过 20位博士和 博士后组成 。赛感科技 创始人兼首席科学家 为南方科技大学材料科学与工程系 郭传飞教授 ，他 长期致力 于高性能电子皮肤 、 ...

7月11日，国家疾控局召开主题发布会，相关负责人通报，暑期人员流动增加，高温多雨，结合传染病流行规律和疫情多渠道监测结果，预计 病媒生物传染病、自然疫源性传染病、肠道传染病风险将会增加。 广东省疾控中心主任医师 李艳：患者典型症状主要表现为突起发热，全身肌肉、骨骼及关节痛，皮疹，出血及白细胞减少等。 大多数患者表现为无症状或者轻症，少数发展为重症登革热，表现为严重出血、休克及重要脏器损伤，严重者甚至死亡。 老人、孕妇以及患糖尿病、高血压和冠心病等基础疾病患者感染登革病毒后，容易发展为重症患者。 在这里也提醒公众，在登革热流行季节，如果伊蚊分布地区的市民出现上述症状，应及时到医院就诊。 感染了登革热怎么办？专家来支招 近期，我国南方部分省份已经进入夏季登革热高发期。发布会上，相关专家介绍，登革热由登革病毒感染导致，是经伊蚊叮咬传播的一种急性 传染病。我国常年有登革热输入病例报告，每年夏秋季在部分南方省份会发生本地传播疫情。 国家疾控局新闻发言人 席晶晶：随着夏季蚊虫进入活跃期，部分南方省份发生登革热等蚊媒传染病本土疫情的风险逐步上升，发热伴血小板 减少综合征等蜱传疾病，在局部地区存在发生聚集性疫情风险。手足口病 ...

Core Viewpoint - Guoxing Optoelectronics plans to raise no more than 981 million yuan through a targeted issuance to enhance its capabilities in emerging fields such as Mini/Micro LED technology [1][2] Group 1: Fundraising and Investment Focus - The company aims to raise funds from no more than 35 specific investors, including its controlling shareholder, Foshan Electric Lighting [1] - The raised capital will be directed towards five core areas: ultra-high-definition display, optoelectronic sensing, smart home, intelligent automotive applications, and research laboratories [1] Group 2: Strategic Development Areas - In the ultra-high-definition display sector, the company will focus on building production lines for Mini/Micro LED and display module products to seize opportunities in next-generation display technology [1] - The optoelectronic sensing segment will advance the industrialization of smart health devices, expanding into the medical health market [1] - The smart home business will enhance production capacity for display and Mini backlight modules, while the intelligent automotive sector will focus on automotive smart applications [1] - The company will also invest in high-level research laboratories to strengthen its technological reserves in third-generation semiconductors and Mini/Micro LED display devices [1] Group 3: Industry Context and Market Potential - The LED industry is experiencing a new development opportunity period due to increased national policy support, with significant market potential in niche areas such as small-pitch LED, optoelectronic devices, and smart electronic terminals [1] - Guoxing Optoelectronics aims to optimize its product structure and allocate resources towards high-growth areas to enhance overall profitability [1] - The company emphasizes forward-looking technology layout to address market competition and technological changes in the rapidly evolving LED industry [1][2]

Core Insights - The advancements in life sciences have brought genetic research into everyday life, providing scientific support for healthy reproduction and disease prevention [1] - DNA, genes, and chromosomes are different levels of genetic information carriers that work together and have distinct roles [2] Group 1: Genetic Information - DNA is described as the "chemical codebook" of life, responsible for storing and transmitting genetic information and guiding protein synthesis [3] - Genes are specific functional segments of DNA that regulate biological traits and activities, with humans having approximately 20,000 to 25,000 genes, which account for about 1.5% of total DNA length [3] - Chromosomes are the "higher packaging form" of DNA, consisting of tightly coiled DNA and proteins, facilitating efficient distribution during cell division [3] Group 2: Inheritance and Genetic Traits - The saying "boys resemble their mothers, girls resemble their fathers" is based on observations but genetic research indicates that children's traits result from complex recombination of parental genes [4] - Children inherit 50% of their genes from each parent, but the specific combination is random, leading to various expressions of traits [5] - Certain dominant traits, such as double eyelids and curly hair, are more likely to be inherited [5] Group 3: Genetic Screening and Health - Research shows that on average, each normal person carries 2.8 pathogenic variants of recessive genetic diseases, highlighting the importance of genetic screening for healthy offspring [8] - Couples with normal phenotypes should undergo carrier screening to avoid both carrying the same recessive disease gene, which poses a 25% risk for their offspring [9] - 80% of children with single-gene genetic diseases have asymptomatic parents who are carriers, emphasizing the need for pre-pregnancy screening for all couples [11] Group 4: Misconceptions about Genetics - There are common misconceptions regarding genetics, such as the belief that genes determine everything and that environmental factors have no impact [13] - High maternal age is known to affect egg quality, increasing the risk of chromosomal diseases, while paternal age can lead to new gene mutations [16] - The impact of painless delivery on a child's intelligence development lacks substantial evidence, as the anesthetic does not reach the fetus [18]

会议上，海南代表团重点阐述了海南热带雨林丰富的生态系统、卓越的生物多样性以及与黎族文化 共生的关系，在中国乃至全球范围内的独特地位与重要性，详细介绍了在热带雨林自然与文化保护及创 新性可持续发展方面取得的先进经验和有效做法。 第47届世界遗产大会期间 "共同守护：雨林中的自然与文化"海南主题边会在巴黎举办 海南日报讯(海南日报全媒体记者 刘晓惠 实习生 劳兰婷)巴黎时间7月10日，在第47届世界遗产大 会期间，由海南省林业局和海南省旅游和文化广电体育厅联合主办的"共同守护：雨林中的自然与文 化"主题边会在法国巴黎举行。 联合国教科文组织世界遗产中心、世界自然保护联盟、国际古迹遗址理事会、国际文化遗产保护与 修复研究中心等国际组织的负责人，法国、俄罗斯、美国、巴西、澳大利亚、日本、菲律宾、赞比亚、 阿尔及利亚、印度、黎巴嫩等10余个国家的政府代表、专家学者，以及国家林业和草原局、中国联合国 教科文组织全国委员会等相关部门负责人共60余人出席会议。 会议聚焦海南热带雨林的自然与文化价值，向国际社会分享了海南在雨林生态系统保护、生物多样 性保护以及黎族传统聚落保护方面的宝贵经验与实践。与会代表围绕如何携手守护雨林的 ...

当地时间7月4日，美国"大而美"法案（《税收与支出法案》）正式签署生效。翌日，特斯拉创始人、首 席执行官埃隆·马斯克（下称"马斯克"）宣布新政党"美国党"成立。 马斯克过激的反应，说明"大而美"法案动了特斯拉的蛋糕。事实上，特朗普政府的确试图借助"大而 美"法案重塑美国汽车产业。当然，"大而美"法案对汽车业的影响不仅局限在美国，还对全球车市竞争 格局的走向都将产生深刻影响，蝴蝶效应比较明显。 轻电动汽车，重传统燃油车 根据"大而美"法案，原定持续至2032年的7500美元新车购置抵免，提前至2025年9月30日终止，直接削 弱消费者购买电动汽车的经济动力；2026年起，电动汽车需满足60%本土化组件比例（2030年提升至 100%），否则无法享受税收优惠，迫使车企加速美国本土化生产；电动汽车需缴纳250美元注册费，混 动车缴纳100美元，以弥补电动汽车不支付汽油税对公路信托基金的缺口。此外，"大而美"法案规定， 州政府仍可通过本地税收优惠推动电动化，如：加州保留零排放政策，但联邦层面补贴退坡削弱整体推 动力。 在新能源汽车基础设施建设方面，"大而美"法案取消拜登时期用于建设50万个充电桩的预算，阻碍充电 网络 ...

Core Insights - The new tea beverage industry is innovating by exploring and promoting niche fruits, which is a typical path driven by consumer upgrades forcing supply-side innovation, positively impacting rural revitalization, increasing farmers' income, and enhancing the innovation capacity of new tea beverage companies [1][6] - The market for new-style tea beverages in China is projected to reach approximately 354.7 billion yuan in 2024, with a year-on-year growth of 6.4%, and is expected to exceed 400 billion yuan by 2028 [1] Industry Development - The new tea beverage trend began over a decade ago, with brands like Heytea and Nayuki leading the charge, and the market has seen rapid expansion, with over 304,000 related companies in China as of now, and an expected addition of over 15,000 by 2025 [3] - Consumer loyalty to new-style tea beverages is high, with 87.9% of consumers purchasing them at least twice a week, and 26% planning to increase their consumption frequency in 2024 [3] Consumer Preferences - There is a significant shift in consumer preferences towards healthier options, with many opting for low-calorie, sugar-free, and fresh fruit-based tea drinks, reflecting a growing awareness of nutrition and health [5][6] - The introduction of products like the "Kale Slimming Bottle" by Heytea, which combines kale with various fruits and green tea, highlights the trend towards health-conscious beverage choices [5] Cultural Impact - New tea beverages serve as a modern expression of tea culture, appealing to younger consumers and enhancing their understanding of traditional Chinese tea [7][9] - The integration of traditional cultural elements into product design, such as the "Famous Paintings Milk Tea Cup" series by Tea Yan Yue Se, aims to attract younger consumers and promote Chinese culture [8][9] Innovation and Sustainability - Companies are focusing on sourcing high-quality, sustainable raw materials, with Heytea selecting over 12,000 acres of premium tea gardens and collaborating with farmers for fruit production [6] - Initiatives like Nayuki's "No Sugar Natural Nutrition+" plan aim to promote healthier beverage options while supporting local agriculture [6]

当地时间7月11日，联合国儿童基金会发表报告称，今年1月至5月期间，苏丹西部北达尔富尔州有超过4 万名儿童因严重急性营养不良进入医院接受治疗，是去年同期的两倍。报告中表示，受苏丹武装冲突影 响，苏丹面临严重的粮食危机，儿童营养不良率急剧上升，再加上霍乱、登革热等传染性疾病的大规模 传播，数百万儿童面临死亡风险。联合国儿童基金会呼吁苏丹冲突各方停止敌对行动，为人道主义援助 行动提供便利。(央视新闻) ...