1. 6月17日(周二)美股盘前，美股三大股指期货齐跌。截至发稿，道指期货跌0.60%，标普500指数期货跌0.58%，纳指期货跌0.62%。 | ■ US 30 | 42,259.50 | 42,563.00 | 42,182.00 | -255.60 | -0.60% | | --- | --- | --- | --- | --- | --- | | = US 500 | 5,998.00 | 6,036.60 | 5,988.30 | -35.10 | -0.58% | | 트 US Tech 100 | 21,801.30 | 21,939.30 | 21,761.70 | -136.30 | -0.62% | 2. 截至发稿，德国DAX指数跌1.24%，英国富时100指数跌0.46%，法国CAC40指数跌1.07%，欧洲斯托克50指数跌1.31%。 | 德國DAX30 | 23,397.43 | 23,506.24 | 23,312.42 | -294.26 | -1.24% | | --- | --- | --- | --- | --- | --- | | 英國富時100 | 8,834.68 | ...

Core Viewpoint - The U.S. Senate has proposed a complete elimination of tax credits for solar and wind energy by 2028, leading to a decline in related stocks in the U.S. market [1] Company Impact - Enphase Energy shares fell by 15.1% in pre-market trading [1] - Sunrun experienced a significant drop of 24.9% [1] - First Solar's stock decreased by 8.4% [1] - Solaredge Technologies saw a decline of 18.8% [1] Industry Reaction - The proposed tax credit elimination has negatively impacted investor sentiment towards the solar energy sector, reflected in the sharp declines of major companies' stock prices [1]

委员会草案最大的改动是 将三项企业税收减免永久化 (众议院版本中这些政策将于 2029 年后到期)， 包括研发费用抵扣、扩大债务利息减免以及新设备 (含多数机械和工厂) 的费用化扣除。利息费用扣除 政策调整将惠及银行，而制药和信息技术等研发密集型行业将从更长的研发减免中获益。 不过， 法案缩减了众议院将紧密持股企业商业抵扣从 20% 提高至 23% 的提议，参议院计划将现行 20% 的抵扣率永久化 (该政策原定年底到期) 。民主党迅速批评该立法向富人和企业主倾斜。 点击蓝字，关注我们 美国参议院共和党人公布了唐纳德·特朗普总统标志性经济方案的修订版，提议为家庭和企业削减 数万亿美元税收。 智通财经 APP 获悉，美国参议院共和党人公布了唐纳德・特朗普总统标志性经济方案的修订版，提 议为家庭和企业削减数万亿美元税收。 该计划以削减部分低收入美国人的医保覆盖、加剧美国赤字 为代价。 法案新版本扩大了部分税收减免，同时将债务上限提高 5 万亿美元 (众议院通过版本为 4 万亿美元)。 参议院共和党领袖此举旨在避免就法案实质内容展开冗长谈判 —— 若拖延至 8 月中旬财政部无法再 动用债务上限非常规措施时，美国可能面 ...

Group 1 - Xin Yuan Fund's subsidiary purchased two equity products worth 20 million yuan, demonstrating confidence in the long-term stability of the Chinese capital market and the company's investment capabilities [1] - The company emphasizes a principle of sharing risks and benefits with investors, committing to long-term and value investment strategies to create sustainable value for fund shareholders [1] Group 2 - The first batch of Sci-Tech Innovation Bond ETFs is expected to be reported, with up to 10 new products in the pipeline, indicating a significant acceleration in the trend of index-based investment in the bond market [2] - In January, the first batch of 8 benchmark credit bond ETFs was established, marking a large-scale expansion in the history of bond ETFs [2] Group 3 - Over 20 public fund companies have launched podcast channels, reflecting the growing importance of podcasts as a medium for investors to access information and understand the market [3] - Popular podcasts include "Da Fang Tan Qian" from Huaxia Fund, which has nearly 75,000 subscribers, and episodes focusing on family financial issues have garnered over 116,000 views [3] Group 4 - As of June 13, approximately 95% of the 2,440 pure bond funds have achieved positive net value growth this year, with over 82% of funds reaching new highs in June [4] - Notable funds include Bosera Yutong Pure Bond 3-Month A and Guotai Ruiyuan One-Year Open Fund, with net value growth rates of 4.16% and 4.01% respectively [4] Group 5 - A total of 105 public funds have been liquidated this year, primarily due to asset net values falling below contractual limits, with 83 funds affected [5][6] - Among the liquidated funds, 40 were initiated funds, with 32 being equity funds, indicating a significant impact on the equity product segment [6] Group 6 - Zheng Chengran has increased holdings in Goodwe, with the fund managing 6.1976 million shares, making it the fourth-largest shareholder [7] - The fund had previously reduced its holdings significantly in the first quarter but has since increased its position by 3.0224 million shares in the second quarter [7] Group 7 - The market experienced a rebound on June 16, with the Shanghai Composite Index rising by 0.35% and the Shenzhen Component Index by 0.41% [8] - The trading volume in the two markets was 1.22 trillion yuan, a decrease of 252.2 billion yuan from the previous trading day, with sectors like wind power equipment and gaming showing strong performance [8]

委员会草案最大的改动是将三项企业税收减免永久化(众议院版本中这些政策将于2029年后到期)，包括 研发费用抵扣、扩大债务利息减免以及新设备(含多数机械和工厂)的费用化扣除。利息费用扣除政策调 整将惠及银行，而制药和信息技术等研发密集型行业将从更长的研发减免中获益。 不过，法案缩减了众议院将紧密持股企业商业抵扣从20%提高至23%的提议，参议院计划将现行20%的 抵扣率永久化(该政策原定年底到期)。民主党迅速批评该立法向富人和企业主倾斜。 智通财经APP获悉，美国参议院共和党人公布了唐纳德·特朗普总统标志性经济方案的修订版，提议为 家庭和企业削减数万亿美元税收。该计划以削减部分低收入美国人的医保覆盖、加剧美国赤字为代价。 法案新版本扩大了部分税收减免，同时将债务上限提高5万亿美元(众议院通过版本为4万亿美元)。参议 院共和党领袖此举旨在避免就法案实质内容展开冗长谈判——若拖延至8月中旬财政部无法再动用债务 上限非常规措施时，美国可能面临债务违约风险。 草案中显著缺失关于州和地方税抵扣(SALT)的协议，仅保留现行1万美元的抵扣上限作为占位符，议员 们将继续就这一具有政治敏感性的减免政策进行协商。参议院多数党领袖 ...

Economic Overview - In May, China's industrial added value above designated size grew by 5.8% year-on-year, while the service production index increased by 6.2% and retail sales of consumer goods rose by 6.4% [1][2] - The overall economic operation is stable, with some indicators continuing to improve, showcasing strong resilience and vitality in China's economy [1][5] Economic Characteristics - The industrial production saw a rapid increase due to supportive policies, with the added value of the equipment manufacturing industry growing by 9%, contributing 54.3% to industrial production [2] - Employment remained stable, with the urban unemployment rate at 5%, a decrease of 0.1 percentage points from the previous month [2] - Consumer price index (CPI) showed a slight year-on-year decline, indicating stable market supply and demand [2] New Growth Drivers - High-tech manufacturing added value increased by 8.6%, and digital product manufacturing grew by 9.1%, both outpacing overall industrial growth [4] - Production of new energy vehicles and solar batteries surged by 31.7% and 27.8%, respectively, indicating robust growth in these sectors [4] Policy Impact - The implementation of proactive macro policies has effectively supported economic stability, with significant contributions to demand expansion and production growth [6] - Retail sales of home appliances and communication equipment saw substantial year-on-year growth, driven by policies encouraging consumption upgrades [6] - Investment in equipment and tools rose by 17.3% in the first five months, contributing 2.3 percentage points to overall investment growth [6] Economic Trends - Despite external challenges, China's economic foundation remains strong, with stable growth momentum and a commitment to high-quality development [8][9] - The first five months of 2023 saw a 9.5% year-on-year increase in high-tech manufacturing added value, with industrial robot production up by 32% [8] - The government has a robust policy toolkit to ensure economic stability and can dynamically adjust measures in response to changing conditions [8]

Group 1 - The proposal by the Republican Senate includes a complete phase-out of tax credits for solar and wind energy by 2028 [1] - The tax credits for hydropower, nuclear, and geothermal energy will be extended until 2036 [1]

新能源汽车产量保持增长、假日文旅体验火热、以旧换新带动消费向好……5月份经济数据出炉，国民经济运行总体平稳、稳中有进，新动能成长壮大，高 质量发展向优向新。 图片来源：官网截图 图片来源：官网截图 产业动能积蓄，创新引领升级。5月份，规模以上高技术制造业增加值同比增长8.6%，数字产品制造业增加值增长9.1%，均明显快于规模以上工业增速；新 能源汽车、太阳能电池产量分别增长31.7%和27.8%，保持高速增长。数据充分印证，我国正处在产业升级发展的关键期，高端制造、数字经济、新能源产 业等新动能持续壮大，有力促进了产业转型、经济平稳运行。 消费亮点纷呈，装扮美好生活。在消费品以旧换新政策、网售促销等因素影响下，市场销售增长加快。5月份，社会消费品零售总额同比增长6.4%，增速比 上月加快1.3个百分点。消费增长加快，尤其是服务消费扩大，对相关服务业的拉动作用也在显现。"五一""端午"假期居民旅游出行明显增多，各地积极探 索文旅消费新模式，以多元化供给为扩大消费注入新动力，文旅休闲、出行服务、聚会就餐等消费较快增长。从未来发展看，直播带货、即时零售等消费新 业态日益成熟，银发经济、首发经济、低空经济等快速发展， ...

人民网曼谷6月14日电 （记者孙广勇）6月11日至13日，第二届侨交会（曼谷）智能科技展在泰国 曼谷蒙通他尼国际会展中心举办。本届展会聚焦智能制造、绿色能源、数字基建等领域，汇聚了来自中 泰两国的优质企业，展前吸引超3000多名观众预登记，大量泰国本地及周边国家的专业买家与行业人士 参展，为中企出海东南亚注入新动能。 近年来，泰国持续加快绿色能源与数字基础设施建设步伐，在完善相关政策机制的基础上，积极推 动太阳能、储能、电动车、智慧城市等重点产业发展，相关政策不断完善，市场潜力持续释放。围绕这 一趋势，本届展会在智能科技展基础上，首次增设"全球绿色与数字基建博览会"与"中国消费品品牌出 海博览会"两个子品牌，前者聚焦绿色科技与基础设施合作，后者聚焦中国优质消费品在东南亚市场的 落地机遇，进一步增强了展会内容与泰国国家发展方向的契合度，为中泰企业在绿色转型与数字经济领 域搭建了更具针对性的合作平台。 其中在展会特设的出海服务专区中，通过产能合作专区、法律财税服务、金融物流服务、海外华商 资源网络登记处的设立全链条破解企业出海痛点。展会期间，该专区为超130家企业提供咨询服务，其 中28%的企业咨询投资设立厂线相 ...

今年夏季，全球太阳能发电量有望历史性超过核电。随着全球储能等灵活性电源技术的快速发展，太阳 能发电在夏季高峰期的利用率将持续提升，进一步削弱对化石燃料的依赖。 国际能源环境智库Ember发布最新研究显示，全球太阳能产业正迅速发展，或将迎来新一个里程碑。预 计今年夏季(6至8月)，全球太阳能发电量合计将达到780亿千瓦时，同比增长约30%，第一次季节性超越 核电等其他清洁能源电力。 中国在全球太阳能崛起中贡献了决定性力量。2024年，中国新增太阳能装机规模占全球的53%。更重要 的是，中国清洁能源电力(包括太阳能)的增长，满足了当年全球电力需求增量的81%。 核电发展形势发生变化 福布斯新闻网撰文称，长期以来，核电一直是低碳发电的基石。据国际能源署数据，2018年，全球核电 发电量达2700亿千瓦时，占所有发电量的10%，而美国和欧洲国家等发达经济体则依靠核电满足其近 18%的电力需求。 不过，这一形势正在发生变化。波士顿大学全球可持续发展研究所开展了一项研究，分析了83个国家、 662个能源发电项目数据，时间跨越1936年至2024年。结果显示，核电站的成本超支和延误率最高，平 均建设成本超过估计值102.5 ...