Macro News - The Ministry of Commerce announced that Vice Premier He Lifeng will visit Sweden from July 27 to 30 for economic and trade talks with the US, aiming to address mutual economic concerns based on the consensus reached during the June 5 call between the two countries' leaders [1][5] - The Ministry of Foreign Affairs responded to concerns from India and Bangladesh regarding China's Yarlung Tsangpo River hydropower project, stating that the project is within China's sovereign territory and aims to accelerate clean energy development without adverse effects on downstream regions [2][5] Industry News - The Ministry of Public Security indicated that current automotive "smart driving" systems have not achieved full "autonomous driving" capabilities, emphasizing that drivers remain responsible for their actions, and stricter regulations will be implemented [3][7] - The National Medical Products Administration reported that 43 innovative drugs were approved in China in the first half of the year, a 59% increase year-on-year, with China's innovative drug development pipeline accounting for about 25% of the global total [4][7] - The Ministry of Transport, along with other departments, will launch a special governance action for vehicle transport from July 2025 to December 2025, focusing on strict market access management for new vehicles [8][7] Company News - Everbright Bank announced that Citic Financial Assets has increased its shareholding to 1% [11] - Yirui Technology disclosed that shareholders Tianjin Sequoia and Beijing Sequoia plan to reduce their holdings by up to 2% through block trades [12] - Shenzhen Energy announced plans to invest 7.897 billion yuan in the construction of the Shantou Honghaiwan offshore wind power project [16] - Huaxin Cement expressed uncertainty regarding potential revenue from the Yarlung Tsangpo River hydropower project [19] Investment Opportunities - The first international standard for photovoltaic direct current, led by China, has been officially released, providing a foundation for distributed photovoltaic development and new distribution system construction [22] - The AI glasses market is expected to see rapid growth, with global sales projected to reach 3.5 million units by 2025, driven by new product launches [23] - The first fourth-generation commercial fast reactor CFR1000 in China has completed its preliminary design, marking significant progress in the country's nuclear energy development strategy [26]

2025 年 7 月 23 日星期三 【实时热点】 【美国债市】 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 请务必阅读免责条款 1 证 券 研 究 报 告 特朗普：菲律宾将支付 19%的关税 特朗普表示美联储主席鲍威尔即将离任 若关税谈判无进展欧盟称将对美实施超 900 亿欧元反制 世卫组织：基于 GLP-1 疗法治疗成人肥胖症的新指南计划 9 月份正式发布 全球首架获颁适航三证吨级 eVTOL 交付 我国牵头制定的全球首个光伏直流领域国际标准正式发布 深圳：预计年内将有包括"在港上市的大湾区企业回深交所上 市"等一系列改革成果落地 马斯克旗下 xAI 拟筹资 120 亿美元 加密货币托管机构 BitGo 已秘密向 SEC 提交 IPO 申请 苹果正式将其零售业务拓展至沙特 2 年期美债收益率跌 2.31 个基点报 3.8292% 5 年期美债收益率跌 2.99 个基点报 3.8833% 10 年期美债收益率跌 3.17 个基点报 4.344% 【经济数据】 | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) | | - ...

我国牵头制定的全球首个光伏直流领域国际标准正式发布 智通财经7月22日电，由我国牵头制定的国际标准《分布式光伏发电接入低压直流系统及用例》国际标 准正式发布。该标准是光伏直流领域的首个国际标准，为分布式光伏开发与新型配电系统建设奠定了基 础，为全球分布式光伏产业的发展提供了指南。 ...