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]

Group 1 - The revised economic plan proposed by Senate Republicans aims to cut taxes for families and businesses by trillions of dollars, at the cost of reducing healthcare coverage for low-income Americans and increasing the national deficit [1] - The new version of the bill expands certain tax cuts and raises the debt ceiling by $5 trillion, compared to the House version which proposed a $4 trillion increase [1] - The Senate plans to vote on the bill next week to ensure it is sent to President Trump before July 4 [1] Group 2 - The committee draft makes significant changes by making three corporate tax cuts permanent, including R&D expense deductions, expanded interest expense deductions, and immediate expensing for new equipment [2] - The plan is more aggressive in cutting Medicaid for low-income and disabled individuals compared to the House version, limiting states' options for self-funding Medicaid [2] - The bill expands the child tax credit to $2,200 per child permanently and introduces a new deduction for charitable donations for non-itemizers [2] Group 3 - The bill will terminate the $7,500 electric vehicle tax credit and eliminate subsidies for wind and solar energy within 180 days of enactment, which could severely impact the struggling solar industry [3] - Despite ongoing negotiations on key policy issues, Senate Republicans are pushing for the legislation to be passed by July 4, with Trump pressuring lawmakers to reach an agreement [3] - Research from the White House's National Economic Council indicates that the corporate tax reform from 2017 has stimulated business investment, although some economists warn that the tax cuts will exacerbate the already rising national deficit [3]

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 ...