Economic Performance - July's economic performance reflects the resonance of weakened subsidies, tariff disruptions, and anti-involution policies, leading to compressed profits but maintained production intensity for cash flow purposes[4] - Industrial added value in July increased by 5.7% year-on-year, down from 6.8% in the previous month, indicating resilience in production despite tariff impacts[6] - Fixed asset investment in July decreased by 5.3% year-on-year, a significant drop of 5.2 percentage points, with manufacturing and real estate investments declining by 0.3% and 17.2% respectively[25] Policy and Market Dynamics - The Politburo meeting in July maintained a restrained demand policy while emphasizing the need for flexibility and foresight, suggesting potential future policy adjustments[4] - The subsidy for "old-for-new" consumer goods saw a decline in retail growth from 13.2% in June to 9.0% in July, indicating reduced consumer support for subsidized items[15] - Service sector production index grew by 5.8% year-on-year in July, contrasting with the weakening of goods consumption, suggesting a shift in consumer behavior[16] Investment and Consumption Trends - The production and sales rate of enterprises in July was 97.1%, the lowest in recent years, indicating a tightening in operational capacity[9] - The proportion of second-hand housing transactions in nine sample cities rose to 62.4%, up 6.4 percentage points year-on-year, reflecting a shift in the real estate market[29] - Manufacturing investment in July fell by 0.3%, a decline of 5.4 percentage points from the previous month, influenced by tariff uncertainties and anti-involution measures[28]

让农民种粮有钱赚、有利可图，不断提高粮食产业链供应链稳定能力，才能为粮食保供稳价夯实更加稳 固的基础 仓廪实，天下安。粮食收购和保供稳价密不可分。对于种粮农民而言，卖粮是他们整个生产链条上最后 一个环节，也是十分重要的一环。种粮积极性高不高，既要看卖粮方不方便，更要看价格好不好。只有 让农民种粮有钱赚、有利可图，才能不断提高粮食产业链供应链稳定能力，为粮食保供稳价夯实更加稳 固的基础，才有利于建立更高层次、更高质量、更有效率、更可持续的粮食安全保障体系。 经过多年探索和实践，我国已经构建起价格、补贴、保险"三位一体"的政策支持体系，合理保障农民种 粮收益，稳定种粮农民收入。其中价格主要体现在收购环节，目前我国粮食收购以市场化收购为主、政 策性收购为辅。当市场价高于最低收购价时，充分发挥市场机制作用；当市场价低于最低收购价时，启 动最低收购价预案，为市场托底。而且，最低收购价托底不封顶，为优质优价留出足够市场空间。 今年夏粮收购期间，河南、安徽、河北、江苏相继启动小麦最低收购价预案。从实践看，预案启动后小 麦价格呈现稳中有升态势。与此同时，优质专用小麦品种备受青睐，优质优价特征明显。最低收购价给 农民吃下"定心 ...

财政部社会保障司司长郭阳7月30日在新闻发布会上表示，按照部署，中央财政将设立共同财政事权转移支付项目“育儿补贴补助资金”，今年初步安排预算900亿元左右。对于发放国家基础标准补贴所需资金，中央财政按照一定比例对地方予以补助，中央总体承担约90%。外汇交易员 (@myfxtrader):#新闻 国家育儿补贴方案出炉：3周岁以下婴幼儿每孩每年3600元育儿补贴制度从2025年1月1日起，对符合法律法规规定生育的3周岁以下婴幼儿发放补贴，育儿补贴按年发放，现阶段国家基础标准为每孩每年3600元，发放补贴至婴幼儿年满3周岁。 ...

Core Viewpoint - The article discusses the recent tensions between China and the European Union (EU) regarding trade issues, emphasizing the need for constructive dialogue and cooperation as both parties celebrate the 50th anniversary of diplomatic relations. The Chinese government asserts that its development presents opportunities for the EU rather than challenges, urging the EU to adopt a more objective and positive stance towards their economic relationship [1][2]. Summary by Sections EU's Criticism of China - EU Commission President Ursula von der Leyen criticized China for issues related to market access, subsidies, government procurement, export controls, and alleged "overcapacity" [1]. China's Response to EU Concerns - The Chinese Ministry of Commerce responded by highlighting the progress in China-EU economic relations and urging the EU to communicate more and reduce accusations. China aims to expand market access and deepen cooperation in supply chains [1][2]. Market Access - China has removed restrictions on foreign investment in the manufacturing sector and is actively increasing imports from Europe. In contrast, the EU has been accused of using protectionist measures under the guise of fair trade, leading to a deteriorating business environment for Chinese companies [4]. Subsidy Issues - China criticized the EU for its double standards regarding subsidies, noting that the EU plans to provide over €1.44 trillion in various subsidies from 2021 to 2030, while historically being a major subsidizer in sectors like aviation and agriculture [4]. Government Procurement - The Chinese government pointed out that the EU's public procurement market is not as open as claimed, with hidden barriers and policies favoring European products. This has led to retaliatory measures from China to protect its companies [4]. Export Controls - China maintains that its export controls are reasonable and less extensive than those of the EU. It has established expedited approval processes for European companies, yet the EU has been criticized for slow and cumbersome approval processes that disrupt supply chains [5][6]. Overcapacity Claims - China refuted claims of overcapacity, arguing that such assessments should not be based solely on production and export volumes. It emphasized that its renewable energy sector faces a capacity gap rather than overcapacity, and that its green products support the EU's transition to sustainability [6]. Call for Balanced Relations - The Chinese government expressed a desire for the EU to adopt a more balanced perspective on their relationship, focusing on mutual cooperation rather than highlighting differences. It called for both sides to work together to manage trade disputes and foster a stable economic partnership [7].

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 川普马斯克战火再起 2. 中国市场周销量 创纪录 3.大众Uber联手 推自驾巴士 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 川普马斯克战火再起 马斯克抨击 大而美法案 后川普 在 Truth Social上 直接开炮 点名马斯克 说他可能拿了史上 最多的补贴 没这些钱 马斯克恐怕得 打包回南非 关掉特斯拉和SpaceX 这话听起来火药味十足 但是真如川普所说吗？ 咱们来瞧瞧这场 大戏背后的真相！ 我们先说川普提到的补贴 特斯拉确实拿过 政府的资金 最有名的是2010年 从美国能源部拿到的 4.65%亿美元低息贷款 用来开发电动车技术 这笔钱可不是白给的 而是来自能源部的 先进技术车辆 制造（ATVM）计划 专门支持清洁能源项目 结果呢？ 特斯拉在2013年 就提前9年还清了 这笔贷款 连本带利 一分没少！ 这事在 CleanTechnica 有详细报导 堪称政府投资的 成功案例 但是再看看其他 汽车公司 2009年金融危机时 通用汽车（GM） 拿了500亿美元的 政府救助 至今没听说 他们提前还清 福特、克莱斯勒 也拿 ...

马斯克回应：削减全部（补贴），马上！外汇交易员 (@myfxtrader):特朗普：早在马斯克强烈支持我竞选总统之前，他就知道我强烈反对电动汽车的强制令。这很荒谬，而且这一直是我竞选的主要内容。电动汽车很好，但不是每个人都应该被强迫拥有一辆。到目前为止，马斯克可能比历史上任何一个人都得到了更多的补贴，如果没有补贴，他可能不得不关闭商店，回到南非。不再发射 https://t.co/4tteTBb5nz ...

特朗普：早在马斯克强烈支持我竞选总统之前，他就知道我强烈反对电动汽车的强制令。这很荒谬，而且这一直是我竞选的主要内容。电动汽车很好，但不是每个人都应该被强迫拥有一辆。到目前为止，马斯克可能比历史上任何一个人都得到了更多的补贴，如果没有补贴，他可能不得不关闭商店，回到南非。不再发射火箭、卫星或生产电动汽车，我们的国家就能省下一大笔钱。也许我们应该让DOGE好好查一查？这可能会省一大笔钱！ ...

Core Viewpoint - Trump criticized Elon Musk for receiving substantial subsidies, claiming that Musk was aware of Trump's opposition to mandatory electric vehicle regulations before supporting his presidential campaign [1] Group 1: Electric Vehicles - Trump stated that while electric vehicles are beneficial, not everyone should be forced to own one [1] - He emphasized the need for a review of the subsidies received by Musk and his companies, suggesting that significant savings could be achieved for the government [1] Group 2: Subsidies and Financial Implications - Trump claimed that Musk has received more subsidies than any other individual in history, implying that without these subsidies, Musk's businesses might struggle to survive [1] - The statement suggests that the government could save a considerable amount of money by reevaluating the financial support provided to Musk [1]

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0100期 2025年4月第4周) ll 自录 CONTENTS 僵）行业数据 · 市场：市场：新能源商用车销量与渗透率 企业团公 · 飞碟汽车:大电量混动轻卡"飞碟漫天飞"上市 供应链 政策法规 · 宁德时代：续航突破1500km 宁德时代发布全新电池技术 · 采埃孚：采埃孚亮相上海车展，将强化本地化战略 · 天津滨海新区持续推进充电基础设施建设 天津市滨海新区近日发布《关于进一步做好居民区新能源汽车 充电基础设施建设和管理的通知》, 这是天津市首个系统性推 进居民区充电基础设施建设管理的政策文件。根据通知,新建 小区固定车位100%建设充电基础设施或预留安装条件,同时鼓 励将充电基础设施纳入老旧小区基础类设施改造范围,要求第 季度开展全区范围内车位产权及充电基础设施接入能力摸排, 对于具备接入条件的小区,简化居民充电基础设施报装流程。 遂宁市政府印发《遂宁市充电基础设施建设运营管理试行意见》 近日，遂宁市人民政府办公室关于印发《遂宁市充电基础设施 建设运营管理试行意见》的通知,通知指出:住宅小区。新建 居住社区固定车位充电基础设施10 ...