9月底，商务部、工业和信息化部、海关总署、市场监管总局联合发布公告，明确自2026年1月1日起，对海 关商品编号8703801090项下的纯电动乘用车实施出口许可证管理，申报资质、管理方式等均依照《关于进一 步规范汽车和摩托车产品出口秩序的通知》(商产发〔2012〕318 号)执行。 这纸公告犹如一把锋利的手术刀，精准切开了中国新能源汽车产业当前潜藏最深的病灶。 1、奇迹性跨越 中国新能源汽车产业的崛起堪称全球产业变革的典型样本，其规模扩张与速度提升形成了双重碾压式优势。 在销量维度，自2020年启动后，中国新能源汽车增长势头一往无前，短短5年间便从100万出头的销量，变成 2024年产销量双突破1280万辆的奇迹性跨越，稳居全球第一宝座。 2025年上半年，中国新能源汽车市场渗透率已攀升至44.3%，较2020年的5.4%实现近8倍增长。 在数据和业绩的背后，中国新能源汽车产业已经完成了全产业链垂直整合，作为在全球范围内确立规模优势 的坚实根基。 更出乎意料的是，这场由新能源汽车带动的全产业链突破，也造就了中国汽车品牌形象在全球范围内的焕 新，推动席卷全球的中国汽车风暴。 自2021年起，中国汽车出口数量快 ...

Group 1 - He Lifeng, a member of the Political Bureau of the CPC Central Committee and Vice Premier, will visit the UK from June 8 to 13, during which he will hold the first meeting of the China-US economic and trade consultation mechanism [2] - Wang Wentao, the Minister of Commerce, clarified China's export control policies during his meeting with the EU's Trade and Economic Security Commissioner, emphasizing the establishment of a green channel for compliant applications [3] - The Ministry of Commerce stated that export controls on rare earths are in line with international practices, and China will continue to review export license applications [4] Group 2 - As of May 2025, China's foreign exchange reserves reached $32,853 billion, an increase of $36 billion from the end of April, marking a 0.11% rise [5] - The People's Bank of China reported a gold reserve of 7.383 million ounces (approximately 2,296.37 tons) as of the end of May, with an increase of 6,000 ounces (approximately 1.86 tons), marking the seventh consecutive month of gold accumulation [5] Group 3 - Geely Holding Group's Chairman Li Shufu announced that the company will not build new automobile production plants due to serious overcapacity in the global automotive industry [11] - Geely's Senior Vice President Yang Xueliang warned that "involution" and vicious competition in the Chinese new energy vehicle industry could lead to perilous situations, emphasizing the need for open and healthy competition [12] Group 4 - HNA Group announced a significant asset restructuring involving the acquisition of 100% equity in Hainan Tianyu Flight Training Co., Ltd. for 799 million yuan, which is expected to enhance its resource control [14] - 360 Group's founder Zhou Hongyi plans to challenge himself to conduct a complete product launch alone, aiming to save costs and test the capabilities of AI [15] Group 5 - Guolian Minsheng Securities expanded its executive team by appointing five new executives, primarily from Minsheng Securities, following the merger and restructuring of the two firms [17] - Basic Semiconductor, a company aiming for an IPO, integrates various semiconductor capabilities but faces challenges with declining product prices and negative profit margins [19]