巴西总统特别顾问阿摩林：我们没有对美国采取任何行动，我们将美国视为重要合作伙伴。 ...

Group 1 - The 9th China-Russia Expo opened in Yekaterinburg, Russia, with over 1,500 Russian government and business representatives participating [1] - The expo features 185 companies with booths and over 300 suppliers and manufacturers showcasing their products, focusing on high-end manufacturing, energy cooperation, and technological innovation [1] - The event serves as a key platform for deepening bilateral economic and trade cooperation between China and Russia, with 300 Chinese enterprises from 18 provinces participating [1] Group 2 - Chinese and Russian officials emphasized the importance of utilizing the expo to enhance communication and cooperation, aiming for more substantial outcomes in bilateral economic relations [2] - A series of roundtable meetings and forums will be held under the expo framework, focusing on developing bilateral economic and industrial technology cooperation [2]

2025.07. 07 本文字数：751，阅读时长大约1分钟 作者 | 第一财经 葛慧 2025年7月7日，一则关于蔚来汽车与江淮汽车合资公司注销的消息引发关注。第一财经从接近蔚来 人士处得知，此次合资公司注销与蔚来汽车实现独立生产相关。 有信息显示，江来先进制造技术（安徽）有限公司（下称"江来公司"）于近日发布注销备案公告，注 销原因为"决议解散"，公告期自6月10日起至7月24日止。 公开信息显示，江来公司成立于2021年3月，注册资本为5.1亿人民币，经营范围主要包括道路机动 车辆生产、生产线管理服务以及供应链管理服务等。 事实上，蔚来与江淮汽车的合作可追溯至2016年。当时双方宣布将共同开展新能源汽车项目。江淮 汽车为蔚来汽车提供生产服务。 2021年3月4日，江淮汽车与蔚来签署合资意向书，双方在双方新能源汽车制造合作的基础上更进一 步，引入资本层面的合作，成立合资公司。江来公司主要聚焦工厂整车及零部件的制造管理、供应链 管理、技术咨询等。 2023年12月5日，蔚来在港交所发布公告称，将从江淮汽车收购第一先进制造基地和第二先进制造 基地的生产设备和资产，不含税总价约为31.6亿元。此前，蔚来所有产品 ...

Group 1 - The article discusses the escalating trade tensions initiated by the Trump administration, with unilateral tariffs set to take effect on August 1, leading to widespread international concern [1][3] - The U.S. government previously implemented a temporary reduction of tariffs to 10% for 90 days to facilitate negotiations, but talks have stalled as countries refuse to compromise on core interests [1][3] - Countries such as South Korea, the EU, and Japan have publicly opposed the U.S. tariffs, indicating a unified front against what they perceive as unreasonable trade policies [1][3] Group 2 - The potential impact of the tariffs includes an additional $130 billion in duties for U.S. companies and over €21 billion in losses for European car manufacturers, highlighting the severe economic consequences of the trade war [3] - The article notes that 29 countries are collectively pushing back against U.S. tariffs, with the EU activating emergency countermeasures and companies like Samsung shifting orders to Chinese firms [3][5] - Former Japanese Prime Minister Yukio Hatoyama emphasizes the need for East Asian countries to enhance strategic autonomy and cooperation, particularly among China, Japan, and South Korea, to counter U.S. policies [5][7] Group 3 - The article suggests that the upcoming APEC meeting in 2025 presents an opportunity for China, Japan, and South Korea to strengthen their collaboration, particularly in the renewable energy sector [5] - It highlights the complementary nature of the three countries' industries, which could lead to significant control over the global renewable energy market if they work together [5] - The article concludes that the U.S. is becoming increasingly isolated due to its aggressive trade tactics, and the future of global trade dynamics will depend on the cooperation among East Asian nations and the U.S.'s ability to reassess its trade strategies [7]

| 项目类别 | 数据指标 最新 环比 项目 最新 | | | 环比 | | --- | --- | --- | --- | --- | | 期货盘面 | T主力收盘价 109.105 49192 | 0% T主力成交量 | | -218↓ | | | TF主力收盘价 106.225 59821 | -0.02% TF主力成交量 | | -865↓ | | | TS主力收盘价 102.502 35462 | -0.01% TS主力成交量 | | 257↑ | | | TL主力收盘价 121.150 55668 | -0.04% TL主力成交量 | | -1354↓ | | 期货价差 | TL2512-2509价差 -0.12 | +0.02↑ T09-TL09价差 | -12.05 | 0.06↑ | | | T2512-2509价差 0.08 | -0.02↓ TF09-T09价差 | -2.88 | -0.04↓ | | | TF2512-2509价差 0.08 | -0.01↓ TS09-T09价差 | -6.60 | -0.01↓ | | 期货持仓头寸 | TS2512-2509价差 0.12 T主力 ...

警惕以稳定币为名的犯罪活动 警惕以稳定币等名义实施非法集资。 7月7日，深圳市防范和打击非法金融活动专责小组办公室（"专责小组"）就稳定币涉及的相关风险发出风 险提示。 在提示中，专责小组表示，近期以稳定币为代表的数字货币受到市场广泛关注。但监测发现，一些不法机 构以"金融创新""数字资产"等为噱头，利用社会公众对稳定币等了解不足的特点，通过发行所谓"虚拟货 币""虚拟资产""数字资产"等方式吸收资金，诱导社会公众参与交易炒作，扰乱经济金融秩序，滋生非法集 资、赌博、诈骗、传销、洗钱等违法犯罪活动，严重危害社会公众财产安全。 专责小组表示，此类不法机构未经国家金融管理部门依法许可或者违反国家金融管理规定，不具有公开吸 收公众存款的资质。该类机构利用稳定币等新概念进行炒作，编造所谓的"虚拟货币""虚拟资产""数字资 产"等投资项目，公开虚假宣传并吸收公众资金，滋生非法集资、赌博、诈骗、传销、洗钱等违法犯罪活 动。专责小组强调，《防范和处置非法集资条例》规定，国家禁止任何形式的非法集资，因参与非法集资 受到的损失，由集资参与人自行承担。请广大群众增强理性投资意识，不要盲目相信天花乱坠的承诺，树 立正确的货币观念和 ...

吕绍刚 刘森君 走进深圳壁虎科技生产厂房，一排造型各异的专用车映入眼帘：纯电动物流专用车、适合野外勘探的皮 卡车、尾箱配咖啡机的旅居车……不久前，来自非洲加纳的合作商到访这里，并签订协议，将在当地建 设半散件组装生产基地。 "我们面向全球提供滑板底盘和商用车产品，瞄准细分市场，产品已打入欧洲、北美等海外市场。"该公 司副总经理陈祖国介绍，今年投产后，计划在深汕生产300台特种车辆。 新能源汽车产业方兴未艾，深汕精心构建以新能源汽车产业为主，新型储能、新材料、智能制造产业为 辅的现代化产业体系，"一主三辅"协同联动，加快建设深圳新一代世界一流汽车城核心承载区。 "在深汕，是深圳"——合作区的街头，巨幅标语引人瞩目。这片火热的"飞地"，距离深圳市中心100公 里，正处于大开发、大建设、大发展的关键阶段。 一年间，园区高楼拔地而起、科创企业先后落户、名校名院建设进展显著……热火朝天的实干，传递出 发展的信心，彰显出这座汽车城的无限潜力。 亚迪汽车工业园二期。深汕融媒体中心供图 7月7日，深圳市深汕特别合作区，数千台汽车整齐列阵，集结在小漠国际物流港。全球最大汽车运输滚 装船比亚迪"深圳号"即将靠港，装载这批"中国智 ...

Group 1 - The BRICS cooperation mechanism has expanded, with Indonesia officially joining as a member in January 2023, and ten other countries becoming partner nations, which has generated significant interest among overseas Chinese communities [1][2] - Overseas Chinese in Indonesia have reported tangible benefits from BRICS membership, such as the ability to conduct business transactions in RMB and reduced cross-border transaction costs by approximately 30% [2] - The BRICS mechanism has facilitated faster project implementation in Indonesia, including the joint feasibility study for the Jakarta-Bandung high-speed rail extension [2] Group 2 - Thailand's participation in the BRICS partnership has enhanced interactions between Thailand and China, leading to increased investment opportunities and job creation for Thai youth [3] - Chinese enterprises have shown interest in Thailand's potential in new energy sectors, with a recent delegation visiting to explore investment opportunities [3] - The BRICS mechanism has improved the efficiency of business operations, including faster visa processing and logistics clearance for Thai-Chinese business interactions [3] Group 3 - The BRICS summit in Brazil attracted thousands of participants, highlighting Brazil's focus on green transformation and the interest of Chinese companies in renewable energy and smart grid solutions [4] - Chinese enterprises are providing reliable technology and cost-effective solutions to support Brazil's green development, filling market gaps [4] - The expanding BRICS cooperation offers overseas Chinese more opportunities to engage in various sectors, including digital economy, green technology, and cultural education [4] Group 4 - Overseas Chinese are actively participating in BRICS cooperation by enhancing local business operations, such as developing Indonesian language customer service systems [5][6] - The BRICS framework allows overseas Chinese to engage more directly in project bidding and partnerships, increasing their involvement in local economies [6] - Initiatives like the "BRICS Entrepreneurs Matching Week" are being organized to connect young entrepreneurs and investors from different countries [6] Group 5 - The BRICS mechanism is seen as a platform for civil society and youth engagement, with calls for establishing open digital economy cooperation and joint financing for green transitions [8][9] - There is a strong desire among overseas Chinese to enhance cooperation in key areas such as food security, energy transition, and digital technology [9] - Cultural exchanges, such as performances by Chinese artists in Brazil, are viewed as vital for fostering mutual understanding and cooperation among BRICS nations [9]

Core Viewpoint - Xiaomi's public relations manager Wang Hua denied rumors about the termination of the partnership with Leica, stating that such claims are unfounded [1][3]. Group 1: Partnership Details - The collaboration between Xiaomi and Leica began in May 2022, focusing on mobile imaging technology [3]. - The first product launched from this partnership was the Xiaomi 12S series in July 2022, which received positive feedback from professional photographers [3]. - In April 2023, both companies announced an upgrade to their mobile imaging optical system, introducing the Summicron lens on the new Xiaomi 13 Ultra, described as Leica's most perfect lens in mobile imaging to date [3]. Group 2: Speculations and Financial Considerations - A report suggested that Xiaomi might end its partnership with Leica to focus on developing its own camera technology for the next generation Snapdragon 8 Elite 2 devices, indicating a shift in strategy [3]. - The report also mentioned that terminating the partnership could help Xiaomi reduce licensing fees, which could be as high as $3-5 per device, thereby lowering production costs and enhancing pricing advantages, particularly for its Redmi and POCO series [3]. Group 3: Previous Issues and Clarifications - In May 2023, there were rumors about issues in the partnership when the "LEICA" watermark disappeared from the camera interface of some Xiaomi models after a system update [4]. - Xiaomi's camera product manager clarified that this change was in compliance with Leica's updated visual standards, emphasizing adherence to strict branding guidelines [4]. Group 4: Industry Context - Leica is a renowned German optical company known for its high-quality cameras and lenses, which have become cultural symbols in the photography community [5]. - Previously, Huawei had a partnership with Leica, which ended in March 2022, marking the last Huawei phone with Leica branding as the P50 series [5]. - The competition among domestic smartphone manufacturers is intensifying, particularly in the area of imaging capabilities and partnerships with established lens manufacturers [5].

Group 1 - The BRICS Business Council held its annual meeting in Rio de Janeiro, Brazil, emphasizing the commitment to the "Three Global Initiatives" to enhance cooperation among BRICS nations [1][2] - The number of member organizations in the BRICS Business Council has expanded to over 540, indicating the growing influence and appeal of the BRICS mechanism [1] - The 2025 Annual Report of the BRICS Business Council includes 18 professional recommendations and 36 policy action suggestions, focusing on key topics such as smart agriculture, renewable energy, sustainable finance, and modernization of manufacturing [1] Group 2 - The Chinese Business Council aims to strengthen consensus and enhance cooperation in areas such as trade, industrial collaboration, standard alignment, and financial connectivity [2] - The introduction of a competition segment at the Business Council's meeting is expected to stimulate enthusiasm and innovation among member organizations, contributing to high-quality development of BRICS business cooperation [1][2] - The Chinese Business Council expresses a desire to work with all parties to deepen collaboration and create more landmark projects amidst global uncertainties [2]