Group 1: Key Economic Events - The "Big Beautiful" tax and spending bill is expected to be voted on by the U.S. Senate before July 4, with a recent update passing with a vote of 51 to 49 [3][4] - China's June PMI data is anticipated, with May's manufacturing PMI showing an increase to 49.5, indicating improved manufacturing sentiment [6] - The U.S. is set to release the June non-farm payroll report, with expectations of an increase of 116,000 jobs, down from 139,000 in the previous month [7][8] Group 2: Legislative Changes and Economic Policies - The updated "Big Beautiful" bill includes changes to state and local tax deductions, raising the cap from $10,000 to $40,000 for five years before reverting back, which has drawn mixed reactions [5] - Adjustments to Medicaid funding and stricter requirements for clean energy tax credits are also part of the bill, potentially impacting major renewable energy developers [5] - The bill aims to avoid an August default by raising the debt ceiling significantly, while also cutting funding for the Consumer Financial Protection Bureau [5] Group 3: International Cooperation and Forums - The BRICS summit is scheduled for July 6-7 in Rio de Janeiro, with Brazil taking over the presidency for 2025 [9][10] - The European Central Bank's central bank forum is taking place from June 30 to July 2, focusing on macroeconomic transformation and policy responses [11][12] Group 4: Oil Production and Market Dynamics - OPEC+ has decided to increase production by 411,000 barrels per day starting in July, with expectations for further increases in August [14][15] - There are concerns regarding OPEC+ unity, particularly between Saudi Arabia and Russia, as they navigate market share and production levels [16] Group 5: Corporate Developments - The Shanghai Stock Exchange is set to review the IPO application of He Yuan Biotechnology, marking the first case under the newly restarted fifth set of standards for the Sci-Tech Innovation Board [20][21] - Microsoft is planning significant layoffs in its Xbox division as part of a broader restructuring effort, marking the fourth major round of layoffs in 18 months [22]

市场消息：英国考虑向退休人员征税以收回冬季燃油补贴。 ...

审稿 |云马 在贸易保护主义抬头的大背景下，跨境电商的发展面临新转折点。曾经推动行业蓬勃发展的小额包裹免税政策，如今正面临着前所未有的挑战。从欧盟的统 一征费提案到美国的关税新政，一场全球性的"规则重构"正在悄然展开。这不仅仅是税收政策的技术性调整，更是各国在维护本土产业竞争力与应对跨境电 商冲击之间寻求新平衡的战略选择。 出品 |网经社 作者 | 九三 配图 |网经社图库 一、小额包裹关税的调整 当欧盟贸易事务专员Maroš Šefčovič于5月21日宣布对进入欧盟的小额包裹征收每件2欧元统一费用时，全球跨境电商行业意识到一个时代正在结束。这项针 对消费者直邮包裹的征费政策，以及对发往仓库包裹每件0.5欧元的收费标准，标志着欧盟对现行"150欧元以下免税"政策的根本性调整。 欧盟的举措并非孤立事件。美国已于2025年5月2日正式取消了价值800美元以下小额包裹的免税政策，这一被称为T86的免税制度曾是跨境电商发展的重要 推动力。与此同时，越南在2025年2月率先废除了低价商品免税制度，成为亚洲地区政策调整的先行者。 日本财政省的动向同样值得关注。针对价值10000日元或以下的低成本进口商品，日本正在考虑征 ...

美国众议院共和党的税收立法草案将小费减税政策延长至2028年，该法案还呼吁尽早终止电动汽车税收 抵免。 ...