Group 1 - The core issue revolves around the U.S. imposing a potential 500% tariff on countries, including India, that continue to purchase Russian oil, highlighting India's precarious position in the geopolitical landscape [1][2] - India, as the world's third-largest oil importer, relies heavily on oil imports, with 80% of its oil needs met through imports, and has significantly increased its Russian oil purchases due to lower prices [2][5] - The proposed tariff has garnered substantial support in the U.S. Senate, with 82-84 senators backing it, and its implementation hinges on President Trump's decision, which adds uncertainty to India's energy strategy [2][5] Group 2 - India's response to the U.S. threat contrasts sharply with China's, as India appears to be seeking leniency from the U.S. while China has prepared for retaliatory measures against the proposed tariffs [2][5] - The potential implementation of the 500% tariff could severely impact India's economy, particularly its key export sectors like pharmaceuticals and IT, which are heavily reliant on the U.S. market [5][8] - The geopolitical dynamics suggest that smaller nations like India may become collateral damage in the larger power struggle between the U.S. and China, as India attempts to navigate its interests without alienating either side [8]

当地时间本周三(7月2日)，世卫组织发起了一项名为"3by35"的倡议（到2035年落实3项健康 税），呼吁各国通过征收健康税，到2035年将烟草、酒精和含糖饮料的实际价格提高至少 50%，遏制慢性病的同时，还能创造重要的公共收入。 与烟草业达成限制烟草税上调的长期投资协议，可能会进一步损害国家健康目标。世卫组织鼓 励各国政府审查和避免此类豁免措施，以此来支持有效控制烟草和保护公众健康。 目前，许多中低收入国家正应对美国主导的援助不断削减的不利局面。美国代表未参加这场在 塞维利亚举行会议，并正在退出世卫组织。 世卫组织健康经济学家Guillermo Sandoval举例称，考虑到通货膨胀，该计划意味着一个中 等收入国家的政府需提高相关产品税收，将价格从如今的4美元推高至2035年的10美元。目 前，近140个国家已平均将烟草税及价格提高了50%以上，这表明大规模的改变是可能的。 Sandoval表示，在世卫组织未来几个月完成对超加工食品的定义后，该机构还在考虑就此类 食品提出更广泛的税收建议，但 他补充说，世卫组织预计会受到相关行业的抵制。 这一倡议还得到了彭博慈善基金会、世界银行和经济合作与发展组织（OEC ...

Market Insights - The US ADP employment numbers unexpectedly decreased by 33,000 in June, marking the first negative growth since March 2023, with a prior expectation of an increase of 98,000. The revised May data showed an increase of only 29,000 [1][2] - A group of billionaires from Silicon Valley has applied for a charter bank license in the US, aiming to establish a national bank focused on supporting startups in the cryptocurrency sector [1] - The UN reported that 2023 has seen some of the most extensive and destructive droughts on record, highlighting severe challenges posed by climate change and resource pressures [1] Economic Indicators - Australia's retail sales increased by 0.2% month-on-month in May, recovering from zero growth in the previous month but falling short of the market expectation of 0.5% [3] - South Korea's Consumer Price Index (CPI) rose by 2.2% year-on-year in June, surpassing the market expectation of 2.1% and marking a return to above 2% inflation after two months [4] Commodity Prices - COMEX gold futures rose by 0.56% to $3,368.7 per ounce, while COMEX silver futures increased by 1.08% to $36.79 per ounce [6] - Light crude oil futures for August delivery increased by $2.00 to $67.45 per barrel, a rise of 3.06%, while Brent crude oil futures for September delivery also rose by $2.00 to $69.11 per barrel, up 2.98% [6] Currency Exchange Rates - The US dollar index fell by 0.05% to 96.777, with the euro trading at 1.1800 against the dollar, up from 1.1781, and the British pound at 1.3636, down from 1.3738 [7] - The onshore Chinese yuan closed at 7.1670 against the dollar, down 52 basis points from the previous trading day [7]

智通财经APP获悉，欧盟外交官表示，在7月9日截止日期前与美国达成的任何贸易协议中，欧盟都要求 关键行业立即获得关税减免。但即便在最乐观情况下，欧盟预计协议仍将存在一定程度的不对等。 负责协调欧盟贸易政策的欧盟委员会本周在华盛顿重点推进三大核心诉求，尽管其已接受美国10%的基 准关税作为不可回避的底线。 第三大核心诉求是，欧盟要求初始协议达成后立即实施关税减免，而非等待最终协议签署。消息人士 称，多个欧盟成员国明确表示缺乏此项条款的协议将不可接受。欧盟贸易事务主席Maros Sefcovic与欧 委会主席内阁主任Bjoern Seibert将于本周晚些时候赴华盛顿作最后冲刺。 为与全球贸易伙伴达成协议，特朗普已将加税期限暂缓至7月9日。他警告称未达成协议的国家将面临商 品关税从10%基准线最高飙升至50%的惩罚。对欧盟的惩罚性税率虽然暂定为20%，但特朗普曾威胁对 所有欧盟进口商品征收50%关税。 了解谈判内情的欧盟外交官透露，双方正致力于达成原则性协议，具体细节有待后续敲定。上周美国政 府提交的简短谈判文件中，特朗普政府仅单方面列出对欧诉求，未作出任何让步承诺。 截止期限前一周，欧盟委员会向27个成员国通报 ...

消息称欧盟将接受特朗普的普遍关税，但寻求关键豁免 金十数据7月1日讯，据知情人士透露，欧盟愿意接受与美国达成的贸易协议，其中包括对欧盟许多出口 产品征收10%的普遍关税，但欧盟希望美国承诺对关键行业（如制药、酒精、半导体和商用飞机）实施 较低的关税。欧盟还在推动美国设定配额和豁免，以有效降低美国对汽车及汽车零部件的25%关税，以 及对钢铁和铝的50%关税。消息人士称，欧盟贸易负责人Maros Sefcovic将于本周带领代表团前往华盛 顿，推动谈判进展。欧盟委员会还希望确保美国目前实施的部门关税（如汽车和金属）以及美国计划实 施的未来关税都能得到解决。 跟踪全球贸易动向 +订阅 ...

Core Viewpoint - Zhangyu, a century-old wine brand, is facing significant challenges, including declining revenues and profits, leading to asset sales to alleviate cash flow pressure [2][3][5]. Financial Performance - In 2024, Zhangyu reported total revenue of 3.277 billion yuan, a decrease of 25.26% year-on-year, with net profit attributable to shareholders dropping 42.68% to 305 million yuan [3][4]. - The company's net cash flow from operating activities fell by 66.09% to 397 million yuan, indicating severe cash flow issues [4][5]. - The sales of wine, which accounted for 71.59% of total revenue, plummeted by 22.32% to 2.438 billion yuan [6][7]. Asset Sales - To manage cash flow, Zhangyu announced the sale of its 100% stake in French company ETABLISSEMENTS ROULLET FRANSAC for 2.6 million euros and related real estate for 2.2 million euros, totaling approximately 39.77 million yuan [5]. - Additionally, Zhangyu sold its Laizhou Zhuqiao grape base for 202 million yuan, with expected proceeds of around 100 million yuan [5]. Market Position and Challenges - Zhangyu's stock was removed from the Shenzhen Component Index, signaling potential concerns about its market position and performance [10]. - The company has experienced a significant decline in sales across its product lines, with both wine and brandy sales dropping by double digits [6][8]. Management and Strategy - Zhangyu's management acknowledged the challenges, attributing the poor performance to a drastic decline in market consumption and ineffective marketing strategies [8]. - The company aims to achieve a sales target of no less than 3.4 billion yuan for the current year, despite a lack of positive trends in early financial results [10][15]. - Zhangyu is focusing on product innovation and expanding distribution channels, including community stores and new retail formats, to improve sales [17][18].

截至收盘，三者股价分别下挫6.67%、6.04%、5.85%。此外，布鲁可大跌超7%，巨子生物跌近5%，毛戈平、茶百道等纷纷收跌。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ^ | | --- | --- | --- | --- | --- | | 00325 | 布鲁可 | 156.200 | -11.800 | -7.02% | | 06181 | 老铺黄金 | 881.500 | -63.000 | -6.67% | | 09992 | 泡泡玛特 | 258.400 | -16.600 | -6.04% | | 02097 | 蜜雪集团 | 523.500 | -32.500 | -5.85% | | 02145 | 上美股份 | 70.000 | -4.100 | -5.53% | | 02367 | 巨子生物 | 53.900 | -2.794 | -4.93% | | 02555 | 茶百道 | 9.110 | -0.360 | -3.80% | | 01405 | 达势股份 | 95.800 | -2.900 | -2.94% | | 01318 | 毛戈平 | 109.800 | ...

金十数据6月10日讯，港股今日早盘高开高走，午后倒跌超百点。恒指今早高开49点后，早段好淡争 持，大市一度转跌，但低位有支持，掉头回升，一度涨115点高见24296点，再创3月20日后超过两个半 月高位；午后大市跟随内地下跌，一度跌178点低见24003点。截至收盘，恒指收跌0.08%；科指收跌 0.76%，恒指大市成交额2503.4亿元。盘面上，航空、稀土、锂电池股走强，贵金属股反弹，生物医药 及医药外包概念股持续走强；国内零售、非酒精饮料、半导体股走低，新消费概念、军工股回调。个股 方面，中国稀土(00769.HK)涨超13%，中国宏桥(01378.HK)涨近5%，比亚迪股份(01211.HK)、翰森制药 (03692.HK)涨超3.5%，石药集团(01093.HK)涨近3%；布鲁可(00325.HK)、蜜雪集团(02097.HK)跌超 6%，金蝶国际(00268.HK)、华虹半导体(01347.HK)跌超3%。 港股收评：恒指收跌0.08% 医药股持续走强 ...

Group 1 - The stock prices of Andeli Juice (02218.HK), Cha Baidao (02555.HK), and China Resources Beverage (02460.HK) have increased by 6.66%, 3.31%, and 2.60% respectively [1]

港股非酒精饮料股午后走强，茶百道(02555.HK)、古茗(01364.HK)涨超7%，蜜雪集团(02097.HK)涨超 4%，统一企业中国(00220.HK)涨超2%。 ...