Core Insights - Bolivia's Deputy Minister of Energy Planning and Development, Velasquez, expressed admiration for China's impressive development, particularly in the energy sector and renewable energy utilization [1] - The collaboration between Bolivia and China in energy and infrastructure projects is expected to enhance Bolivia's industrial capabilities and environmental protection [1][2] Group 1: Renewable Energy Development - China is recognized as a global leader in renewable energy generation, making significant advancements in solar, wind, and hydropower technologies [2] - The increase in renewable energy's share in electricity production is crucial for sustainable development, aligning with China's dual carbon goals [1] Group 2: Bilateral Cooperation - Recent years have seen an upgrade in Bolivia-China cooperation, with Bolivian products like beef and quinoa being exported to China, and infrastructure projects such as hydropower stations being developed with Chinese assistance [1] - Velasquez highlighted the importance of technical and experience sharing from China, which has helped Bolivia enhance its industrial capacity [1][2] Group 3: Multilateral Cooperation - Velasquez participated in a training program organized by Chinese ministries, emphasizing the importance of multilateral cooperation in addressing global challenges [2] - The "China-Latin America Cooperation Action Plan (2025-2027)" reflects China's commitment to supporting the development of Latin American countries [2]

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]

见闻财经日历 WSCN Economic Calendar 特朗普"大漂亮"法案计划在7月4日前通过 美国参议院准备对特朗普政府"大漂亮"税收和支出法案进行关键性投票，力争在"7月4日"前通过。 华尔街见闻提及，6月29日周日，美国参议院经过激烈拉锯，以51票赞成、49票反对的结果，通过了"大漂亮法案"的更新版本。 要想在最终表决中顺利过关，接下来参议院共和党人还得继续"微调"法案，才能说服党内的全部50名需要支持的议员。 w 华尔街见间 | 时间 地区 | | 内容 | 预期 前值 | | | --- | --- | --- | --- | --- | | 6月30日 周一 | | | | | | 数据 | 国内 | 09:30 中国 6月官方制造业PMI | | 49.5 | | 事件 | 海外 | 欧洲央行在辛特拉举行中央银行论坛，至7月2日 | | | | 7月1日 周二 | | | | | | 数据 | 国内 | 09:45 中国 6月财新制造业PMI | | 48.3 | | 海外 | | 22:00 美国 6月ISM制造业指数 | 48.8 | 48.5 | | 事件 | 海外 | 03:00 ...

"能源转型的重要性不仅关乎减少二氧化碳排放，还体现在吸引外资、创造就业。新兴经济体要实现发 展，实现增长，需要能源，需要保障清洁能源的供应。"世界经济论坛第十六届新领军者年会联席主 席，埃及规划、经济发展和国际合作部部长拉尼娅·马沙特（Rania AI-Mashat）对21世纪经济报道记者 称。 21世纪经济报道记者舒晓婷 天津报道 6月24日至26日，世界经济论坛第十六届新领军者年会（"夏季达沃斯论坛"）在天津举行，来自90多个 国家和地区的超1700名嘉宾齐聚一堂。论坛上，关于新能源转型、新产业升级、新技术革命的讨论尤为 热烈。 拉尼娅·马沙特在论坛现场接受21世纪经济报道记者采访时指出，埃及深受风能和太阳能的惠泽，成功 吸引力国内外私营企业投资，这些企业致力于开发可再生能源。 近年来，乘着共建"一带一路"的东风，中国企业在埃及参与了一系列合作项目。比如，由特变电工新疆 新能源股份有限公司承建、中国工商银行与亚洲基础设施投资银行参与融资的埃及本班光伏产业园项 目，助力埃及增加可再生能源的使用。由中国电建承建的埃及苏伊士湾风电项目位于红海沿岸，总装机 容量500兆瓦，建成后将成为该地区最大的风电项目之一。 ...

多重机制推动下，中国与上合组织各国开展了多领域、深层次的紧密合作。中国投资建设的乌兹别克斯 坦1吉瓦光伏项目、巴基斯坦苏吉吉纳里水电站项目、哈萨克斯坦札纳塔斯100兆瓦风电项目等已成为新 能源合作的典范。 中国国家能源局副局长任京东表示，中国愿与上合伙伴一道，在"上海精神"指引下，将能源产业合作打 造成区域高质量发展的新引擎，为全球能源治理贡献上合方案，共同推进上合命运共同体建设走深走 实。(完) "互补"是长期合作的基础。会议期间召开的"产业创新驱动能源可持续发展"平行论坛上，上合组织国家 之间的能源互补性被屡次强调。 阿塞拜疆能源部部长帕尔维兹·沙赫巴佐夫表示，上合组织国家在传统能源储备、可再生能源潜力、基 础设施建设、技术创新能力等众多方面互补性强，为多边合作和能源转型创造了有利基础，在全球能源 深刻变革进程中，区域合作是可持续发展的基石，技术创新与产业创新是可持续发展的催化剂。 该平行论坛上，中国石油集团经济技术研究院发布的《中国—上海合作组织能源合作新图景》报告指 出，上合组织能源供应与需求互补性强，市场潜力巨大。能源供应上，上合组织国家原油和天然气产量 均超过全球总产量的40%；需求上，中国和印度 ...

Core Viewpoint - The Japan Economic Research Center predicts that Japan's GDP will rank fourth in the world by 2075 if it successfully implements reforms and utilizes AI to enhance productivity and talent allocation. Without these changes, Japan's GDP could drop to eleventh place [1][2]. Economic Forecast - Japan's actual GDP in 2024 is projected to be fourth globally, following the US, China, and Germany. By 2075, Japan is expected to remain fourth, with the US and China not experiencing a reversal in their GDP rankings, while India is anticipated to grow and secure the fifth position [2]. - The integration of AI across various sectors is expected to significantly impact business operations, with over 90% of fields affected by generative AI, AGI, and physical AGI [2]. Labor Market Changes - As automation progresses, existing jobs may be replaced, but new positions in development and research are expected to emerge. The average workweek is projected to decrease from 38 hours to 21 hours, potentially leading to a four-day workweek [2]. - The introduction of clearer job descriptions and the abolition of retirement systems are seen as prerequisites for increasing labor participation among the elderly [2]. Education and Demographics - Education spending in Japan is expected to rise from 4.0% to approximately 4.9% of GDP, with an increase in graduate school enrollment and an extension of average education years from 12.7 to 20 years [2][3]. - The total fertility rate is projected to increase from 1.20 in 2023 to around 1.3 by 2075, stabilizing Japan's population at approximately 113 million by the 2050s. The number of foreign residents is expected to rise from about 3.8 million to 15 million by 2075 [3]. Industry and Innovation - Japan faces a common challenge with major European countries regarding the significant slowdown in productivity growth since the 21st century. The lack of development in high-tech industries such as IT, healthcare, and renewable energy is identified as a key issue [3]. - The nurturing of startups is deemed essential, with a call for attracting foreign investment to enhance domestic direct investment due to insufficient venture capital supply [3]. GDP Ranking Projections - If reforms are implemented, Japan's per capita GDP is expected to rise from 29th to 25th in the world by 2075. Conversely, if the status quo is maintained, it could fall to 45th [3].

Group 1: Industry Overview - Europe is adjusting its sustainable chemicals and polymers development strategy, prioritizing the development of biofuels, which may lead to a stagnation in the growth of renewable raw materials in the chemical industry [1] - Major renewable product companies had announced several bio-based raw material project development plans due to anticipated rapid growth in biofuel and chemical demand, but some have abandoned these commitments in 2023 to ensure profitability and operational sustainability [1][2] Group 2: Company Actions - Neste has postponed the expansion of its biofuel and biorefinery plant in Rotterdam, originally set to increase capacity to 2.7 million tons per year, to 2027, and has put its renewable and circular polymer and chemical projects on hold for at least two years [1] - Stora Enso canceled plans for a 500,000 tons per year biomass fuel and chemical production plant in Rotterdam, despite having completed design and groundwork, but continues with its biomass chemicals plant in Germany, expected to start production later this year [1] Group 3: Market Dynamics - The bio-based polymer currently accounts for less than 1% of global annual plastic production, highlighting the challenges in the market [3] - Neste is focusing on more mature renewable fuel businesses due to uncertainties in the sustainable chemicals and polymers market, with CEO Heikki Malinen citing a lack of clear regulatory frameworks and demand uncertainties [2][3] Group 4: Future Prospects - Neste aims to process over 1 million tons of waste plastics annually by 2030 and is actively seeking new renewable raw materials [3] - Stora Enso's biomass chemicals project in Germany is expected to begin commercial production in the second half of 2025, with high commercial interest noted [4]

◎新华社天津6月26日电 海河之滨，津门古韵。 6月24日至26日，世界经济论坛第十六届新领军者年会（"夏季达沃斯论坛"）在天津举行。世界目光再 次聚焦中国。 作为洞察全球经济脉动和产业变革浪潮的重要窗口，本届论坛主题为"新时代企业家精神"，吸引了来自 90多个国家和地区的1700余名嘉宾参会，聚焦前沿领域、新兴热点，探寻世界经济未来成长和合作共赢 之道，传递出创新、开放、合作的时代强音。 携手共进应对全球化挑战 25日上午，国家会展中心（天津）三层全会厅座无虚席，2025夏季达沃斯论坛开幕式在此举行。 "国际社会目前面临诸多挑战，从人工智能治理到产业链韧性，从绿色转型到技能革命，只凭一国之力 无法独立解决。"世界经济论坛总裁博尔格·布伦德在致辞中，呼吁各国超越竞争与分裂，携手共创更美 好未来。 单边主义、保护主义盛行，地缘政治紧张局势加剧，世界经济面临的不确定性、不稳定性显著上升…… 全球发展又一次走到关键十字路口。 未来国际经贸形势将如何演变？各国应当如何加强合作、应对挑战，促进共同发展和繁荣？大国应该发 挥怎样的作用？这些都成为本届论坛与会嘉宾热议的话题。 "在全球经贸环境不确定性加剧背景下，今年的论坛 ...

（央视财经《经济信息联播》）今天下午，世界经济论坛第十六届新领军者年会，也就是2025夏季达沃斯论坛闭幕。在今天的日 程中，与中国相关的议题备受关注。 在另一场主题为"解读中国AI发展路径"的分论坛上，多名与会嘉宾表示，中国最新发布的算法大模型展现出在人工智能方面与国 际先进水平竞争的巨大潜力。由科技创新驱动的增长模式，将进一步激发中国经济增长活力。 参会嘉宾：关于中国经济活力，我认为这是眼下最重要的事。 参会嘉宾：特别是能源趋势，或者经济向可持续发展转型和循环经济方面。 总台央视记者 贺嘉婧：从会场外的充满期待到会场内的热烈讨论，这场名为"解读中国经济"的分论坛成为今天议程中受关注度最 高的活动之一。麦肯锡中国区主席倪以理在发言中表示，很多领域的供应链大部分集中在中国，在中国以外的其他地方开展业 务，企业很难达到产品性价比高、成本效率高的目标。 霍尼韦尔中国区首席执行官 余峰：怎么能够更多地发挥中国工程师的红利和发挥中国强大的工业配套、工业制造能力来生产东西 好的、价格合理的、有竞争力的产品，来满足中国市场甚至全球其他国家和地区市场的需求。对我们创新型的企业来讲，也给了 我们更多的发展机遇。 泸州老窖集团（ ...

6月26日，上海合作组织能源部长会及配套活动在浙江省宁波市顺利举办。 本次会议由中国国家能源局、浙江省人民政府联合举办，近 20个 上合 组织 国家的能源主管部门负责人、相关代表、驻华使节、企业、高校、智库高级别代表 和 相关国际组织负责人齐聚宁波，共商上合组织国家能源 合作未来。 本次会议以 "创新融合、能动未来"为主题。中国国家能源局局长王宏志，上合组织副秘书长 索海尔 · 汗 ，浙江省省长刘捷出席开幕式并致辞。来 自俄罗斯、乌兹别克斯坦、阿塞拜疆、埃及、尼泊尔、哈萨克斯坦、吉尔吉斯斯坦和塔吉克斯坦能源主管部门的负责人做主旨演讲。 刘捷 表示，浙江具有经济实力强、创新活力足、开放程度高、营商环境优、生态环境美的发展优势。与此同时，浙江能源发展基础良好、市场潜力 大、合作前景广，能源基础设施完备、产业基础扎实、能源市场完备，愿与上合组织国家携手拓展能源合作广度和深度，共同迈向绿色、包容、可 持续的未来。 开幕式上发布了中国 —上合组织能源合作宣传片《上合力量，共创能源可持续未来》， 生动展 现各国深化务实合作，激发区域潜能，同心共筑上 合绿色家园，携手共建能源可持续未来的坚定信念。水电水利规划设计总院发布《 ...