Macro Dynamics - In July, the core Consumer Price Index (CPI) showed a year-on-year increase of 0.8%, marking the third consecutive month of growth, while the overall CPI remained flat year-on-year and increased by 0.4% month-on-month after a previous decline of 0.1% [2] - The Producer Price Index (PPI) decreased by 0.2% month-on-month and saw a year-on-year decline of 3.6%, with the month-on-month decline narrowing by 0.2 percentage points compared to the previous month [2] Industry Standards - The National Standard for Medical Security Information Platform has been released, marking a significant milestone in the standardization of medical insurance in China, effective from January 1, 2026 [3] Market Adjustments - Hainan Province announced adjustments to the rules for the old-for-new replacement program for home appliances and digital products, effective from August 9, 2025, to December 31, 2025, with a focus on the timely and balanced use of subsidy funds [4] Financial Institutions - The National Financial Supervision Administration approved the transfer of 500 million shares of Xishang Bank to Guolian Group, resulting in Guolian Group holding a 25% stake in the bank [7] Market Data - As of August 8, U.S. stock indices collectively rose, with the Dow Jones up 0.47%, the Nasdaq up 0.98%, and the S&P 500 up 0.78%, driven by significant gains in technology stocks, particularly Apple, which rose over 4% [11] - The Nasdaq China Golden Dragon Index fell by 0.26% but recorded a cumulative increase of 2.39% for the week, with mixed performances among popular Chinese concept stocks [12] Company Dynamics - Beijing Huiyuan Food and Beverage Co., Ltd. issued an open letter to shareholders regarding a proposal to use capital reserves to cover losses, highlighting uncertainties in the capital reserves and potential impacts on creditors' rights [13] - Several pharmaceutical companies, including AstraZeneca and Bayer, announced investments totaling approximately 12 billion Mexican pesos (about 4.6 billion RMB) in Mexico, seen as a strategic move under the USMCA [14] - OpenAI announced the relaunch of ChatGPT-4o and the rollout of GPT-5 to Plus, Pro, Team, and free users, enhancing user experience with increased rate limits [15]

加拿大总理卡尼：尽管加拿大政府对这一行动（美国关税）感到失望，但我们仍然致力于《美墨加协 定》，该协定按贸易额计算是全球第二大木材贸易协定。 ...

美国商务部长卢特尼克（Reuters） 北美汽车产业依托《美墨加协定》规定，在无需缴纳关税的情况下，跨境流通零部件和半成品，最终组 装成整车。这类情况可能被纳入救济范围…… 关于美国对加拿大和墨西哥加征的25%额外关税，美国商务部长卢特尼克3月4日表示，特朗普总 统有意"与加拿大、墨西哥寻求妥协"，并预计将在5日公布救济方案。 卢特尼克在接受美国福克斯商业频道采访时表示，特朗普正考虑为遵守《美墨加协定》 （USMCA）规则的企业提供救济措施。同时，他也明确表示，不会暂停4日刚刚生效的额外关 税。 《美墨加协定》是美、墨、加三国之间的自由贸易协定，满足一定条件的商品可以免关税。尽管 4日额外关税已正式生效，但《美墨加协定》的协定内容仍然有效。 北美汽车产业依托《美墨加协定》规定，在无需缴纳关税的情况下，跨境流通零部件和半成品， 最终组装成整车。这类情况可能被纳入救济范围。 卢特尼克表示，在额外关税生效后的4日当日，他仍在与加拿大和墨西哥方面进行电话磋商。他 认为，特朗普将在综合考虑谈判内容后做出决定，寻求与两国达成某种妥协，但不会全面让步。 日本经济新闻（中文版：日经中文网）八十岛绫平 华盛顿 版权声明：日本经 ...