Group 1 - In the first half of the year, the contribution rate of final consumption to economic growth reached 52% [1] - The marine production value in the first half of the year was 5.1 trillion yuan, with a year-on-year growth of 5.8% [2] - The software business revenue in the first half of the year reached 70,585 billion yuan, showing a year-on-year growth of 11.9% [2] Group 2 - The number of domestic tourist trips in the first half of 2025 is projected to be 3.285 billion, an increase of 20.6% year-on-year [1] - The textile industry saw an industrial added value growth of 3.1% from January to June [2] - The European Union reported a year-on-year inflation rate of 2.0% for July [3]

Group 1 - The Eurozone's inflation rate for July is reported at 2.0% year-on-year, unchanged from June, aligning with the European Central Bank's medium-term target [1] - Food and tobacco prices increased by 3.3%, service prices rose by 3.1%, and non-energy industrial goods prices went up by 0.8%, while energy prices decreased by 2.5% [1] - The core inflation rate, excluding energy, food, and tobacco, remains steady at 2.3% for July, consistent with June [1] Group 2 - Major Eurozone economies reported varying inflation rates for July: Germany at 1.8%, France at 0.9%, Italy at 1.7%, and Spain at 2.7% [1] - The European Central Bank noted that the inflation rate has reached the 2% medium-term target, with most long-term inflation expectations also around 2%, supporting price stability [1] - The chief economist of ING, Bert Colijn, indicated that the short-term inflation environment in the Eurozone is relatively mild, which helps maintain price stability, but global trade tensions pose a risk of renewed inflation [1]

Group 1 - The Eurozone's inflation rate for July is reported at 2.0%, remaining stable compared to June and aligning with the European Central Bank's medium-term target [1] - Food and tobacco prices increased by 3.3%, service prices rose by 3.1%, and non-energy industrial goods prices went up by 0.8%, while energy prices decreased by 2.5% [1] - The core inflation rate, excluding energy, food, and tobacco, is also stable at 2.3% for July [1] Group 2 - Major Eurozone economies reported varying inflation rates for July: Germany at 1.8%, France at 0.9%, Italy at 1.7%, and Spain at 2.7% [1] - The European Central Bank noted that the inflation rate has reached the 2% medium-term target, with most long-term inflation expectations remaining around 2% [1] - The chief economist of ING, Bert Colijn, indicated that the short-term inflation environment in the Eurozone is relatively mild, which supports price stability, but global trade tensions pose a risk of renewed inflation [1][2]

Core Viewpoint - The European Central Bank's Governing Council member, Centeno, stated that the inflation rate in the Eurozone is expected to continue declining and will approach 1% by early 2026 [1] Group 1 - The Eurozone inflation rate is projected to decrease further [1] - By early 2026, the inflation rate is anticipated to be close to 1% [1]

经济学家：关税不确定性仍存，欧洲央行可能进一步降息 金十数据6月5日讯，经济学家David Rea表示，考虑到与关税相关的不确定性仍存，现在就断言欧洲央 行货币宽松周期的结束需要极大的勇气。6月份的降息在很大程度上已被市场消化，但如果没有美国的 贸易政策，这个决定就不会那么明确了。欧元区的通胀率很低，但价格压力并没有完全从系统中消失， 这从4月份核心通胀的大幅上升中就可以看出这一点。Rea表示，在正常情况下，这很可能导致欧洲央 行管委会暂停货币宽松政策。今年晚些时候进一步降息将发出一个明确的信号，即政策制定者认为经济 将需要更多刺激措施才能维持下去。 ...

Core Viewpoint - The Eurozone's inflation rate in April remained at 2.2%, exceeding the expected 2.1%, complicating the European Central Bank's (ECB) monetary policy decisions [1] Group 1: Inflation Data - Eurozone inflation has been above the ECB's target of 2% for six consecutive months [1] - The ECB's recent decision to lower interest rates by 25 basis points to 2.25% was influenced by concerns over economic growth due to escalating trade tensions from Trump's tariff agenda [1] Group 2: Economic Performance - The Eurozone economy grew by 0.4% in the first three months of the year, which was better than expected [1] - However, the announcement of "reciprocal tariffs" by Trump has since weakened the economic outlook for the region [1]