2023年5月， 徐新福 任国家能源集团副总经理，至此番履新。 据介绍，国家能源投资集团有限责任公司（简称国家能源集团）于 2017 年 11 月 28 日正 式挂牌，是经党中央、国务院批准，由中国国电集团公司和神华集团有限责任公司 联合 重组 成立 的中央骨干能源企业，是国有资本投资公司改革、创建世界一流示范企业 、国有企业公 司治理示范 的试点企业 ， 202 4 年世界 500 强排名第 84 位。 据国家能源集团官网消息， 2025年7月28日下午，国家能源投资集团有限责任公司召开会 议，宣布了中央组织部关于国家能源投资集团有限责任公司董事、党组副书记调整的决定： 徐新福同志任国家能源投资集团有限责任公司董事、党组副书记，不再担任副总经理职务。 上述任职按有关法律和章程办理。 公开信息显示，徐新福， 历任大庆石油管理局第二机械厂厂长、党委书记、党委组织部部长， 中国石油集团公司人事服务中心副主任、主任、人事部副主任，中国石油物资采购中心主 任、党委副书记，中国石油物资公司执行董事、总经理，中国石油集团公司物资装备部总经 理、办公室（党组办公室、董事会办公室）主任、董事会秘书等职。 来源： 国家能源集团 ...

Group 1 - The US and EU have reached a new trade agreement, with the US imposing a 15% tariff on EU products and the EU committing to invest $600 billion and purchase $750 billion worth of US energy [2][4] - The agreement is seen as a compromise, avoiding a potential trade war that could have resulted from a proposed 30% tariff by the US [3][4] - The new tariff rate is significantly higher than the previous average of around 2%, which poses challenges for EU product competitiveness [5][7] Group 2 - Germany, as the largest EU economy, benefits from the agreement as it reduces the average tariff on automotive exports from 27.5% to 15%, thus protecting its key industries [4][6] - The agreement has sparked criticism within the EU, with some leaders arguing it represents a loss for European industries and could threaten jobs [7][8] - The potential for increased US procurement and investment from the EU raises questions about the actual implementation and market willingness to follow through [8]

Core Viewpoint - Guangxi Energy (600310) announced a change in the shareholding structure of its indirect controlling shareholder, Guangxi Investment Group, which will not affect the company's governance or operations significantly [1] Group 1: Shareholding Structure Change - The Guangxi State-owned Assets Supervision and Administration Commission plans to transfer 33% of its shares in Guangxi Investment Group to Guangxi Guokong Capital Operation Group without compensation [1] - After the transfer, the Guangxi State-owned Assets Supervision and Administration Commission will hold 67% of Guangxi Investment Group, while Guangxi Guokong Capital will hold 33% [1] - The actual controller of Guangxi Investment Group remains unchanged, ensuring that the indirect controlling shareholder and actual controller of the company do not change [1]

Group 1 - The US and EU have reached a trade agreement, imposing a 15% tariff on EU goods entering the US, which is lower than the previously threatened 30% but higher than the EU's desired 10% [2][3] - The EU is expected to increase investments in the US by $600 billion and purchase military equipment worth several hundred billion dollars, along with $750 billion in energy products [2][3] - The agreement is seen as beneficial for the German automotive industry and the export-oriented German economy, helping to avoid a trade conflict [3] Group 2 - The US is finalizing reciprocal tariff rates with over 200 trade partners, with a deadline set for August 1, and the Commerce Secretary has stated that this deadline will not be extended [4] - The US government has collected hundreds of billions in tariffs this year, with most of the burden falling on American businesses rather than consumers [8][9] - Analysts predict that if tariffs increase in August, US retailers may have to raise prices, leading to potential inflationary pressures on consumers [9]

更讽刺的是，特朗普还在人工智能峰会上笑容满面地说："我们与中国相处得很好"——这种180度的态 度转变背后，藏着怎样不为人知的博弈？ 能源战场上的数字不会说谎。根据中国海关总署数据，去年6月中国还从美国进口了价值近8亿美元的原 油，而今年同期这个数字变成了刺眼的零。液化天然气的情况更惨，已经连续四个月没有任何一艘美国 LNG船能在中国港口卸货。煤炭贸易更是跌到了令人啼笑皆非的几百美元。这些数据背后，是中国国 务院关税税则委员会2月那纸公告的威力：对美产原油加征10%关税，对煤炭和LNG加征15%。特朗普 政府可能没想到，他们发起的贸易战会以这种方式反噬自身。 华盛顿的七月异常闷热，但比天气更让白宫焦躁的是一组冰冷的数据：中国海关最新统计显示，6月份 中国从美国进口的原油、液化天然气和煤炭三大能源商品基本全部归零。这个"零"字像一记重拳，狠狠 砸在了特朗普政府脸上。 这场博弈中最有意思的，是市场规律对政治霸权的无情嘲弄。当美国试图用制裁手段切断中国能源供应 时，中国转身就找到了更便宜的俄罗斯原油；当美国威胁要加征关税时，中国企业已经完成了供应链调 整。在全球化的能源市场上，政治干预终究敌不过经济规律。 特朗普政 ...

Market Performance - The US stock indices collectively rose over the past week, with the Dow Jones Industrial Average increasing by 1.26% to 44,901.92 points, the Nasdaq Composite rising by 1.02% to 21,108.32 points, and the S&P 500 gaining 1.46% to 6,388.64 points [1] - Year-to-date, the Dow Jones has increased by 5.54%, the Nasdaq by 9.31%, and the S&P 500 by 8.62% [1] Earnings Reports - Over 82% of the 169 S&P 500 companies that have reported earnings exceeded market expectations [1] - Approximately 30% of S&P 500 companies have released their earnings, with an expected overall growth of 7.7% in Q2 earnings compared to the previous year [4] Sector Analysis - There is a notable divergence in the performance of major tech stocks, with Nvidia and Microsoft reaching new highs, while Tesla and Intel have seen declines of 21% and 10.39% respectively [2] - The S&P 500's price-to-earnings ratio stands at 22.6, significantly above the long-term average of 15.8 [2] Federal Reserve and Economic Indicators - The Federal Reserve is expected to maintain interest rates in the range of 4.25% to 4.5% during its upcoming meeting, as officials seek more data to assess the impact of tariffs on inflation [4] - Recent inflation data shows an increase in the Consumer Price Index (CPI) from 2.3% in April to 2.7% in June, indicating rising inflationary pressures [4]

Core Viewpoint - The article discusses the recent trade agreement between the United States and the European Union, highlighting the implications for tariffs, investments, and specific industries such as energy and automotive. Group 1: Trade Agreement Details - The U.S. and EU have agreed on a 15% tariff on goods exported from the EU to the U.S. [1][3] - The EU is expected to increase its investment in the U.S. by $600 billion and purchase $750 billion worth of U.S. energy products [1][9] - The agreement aims to provide stability to the market and is particularly beneficial for the automotive industry [3][6] Group 2: Industry Implications - The energy sector is a key focus of the agreement, with the EU looking to reduce its reliance on Russian liquefied natural gas by importing more affordable U.S. LNG [6] - The automotive industry will be subject to the newly established 15% tariff rate, which is seen as the best outcome achievable by the EU [6] - The pharmaceutical sector will also see a unified 15% tariff rate as part of the agreement [6] Group 3: Reactions and Criticism - European officials have expressed dissatisfaction with the agreement, stating it is unbalanced and detrimental to European interests [10][12] - Concerns have been raised that the agreement may harm local employment and industry development in Europe due to the significant U.S. investment commitments [12] - The Finnish Minister of Foreign Trade and Development noted that while the agreement may ease tensions, it does not provide a sustainable long-term solution [15]

Group 1 - The core point of the article is that a significant energy purchase agreement was reached between the EU and the US, initially suggested by Trump to be $1 trillion, but finalized at $750 billion [1] Group 2 - The agreement indicates a strong commitment from the EU to diversify its energy sources by purchasing a substantial amount of American energy [1] - This deal reflects the ongoing geopolitical dynamics and energy security considerations within the EU [1]

（央视财经《经济信息联播》）今天（7月24日）下午，中欧企业联盟与中国欧盟商会共同举办了中欧企业家圆桌会。 埃尼集团中国区董事会主席 乔瓦尼：需要我们共同努力，确保我们的合作关系成为全球治理的稳定器和创新源泉。欧盟的能源行业愿意成为欧洲和中国合 作的桥梁，以能源脱碳为纽带，为新的合作作出贡献。 克诺尔亚太区（控股）有限公司执行董事会主席 徐保平：整个欧洲在基础的研发方面非常强劲，中国在整个新的数字化、一些人工智能方面也在全球处于 领先地位。同时中国还有全球独一无二的超大的市场规模，还有非常多的创新型人才。 圆桌会现场，多家欧洲企业高管对各自行业在华前景表示乐观，同时也看好中国经济发展的前景，表示未来将持续深化合作，以实现共赢。 总台央视记者 丁冬：今天下午，中欧企业家圆桌会在人民大会堂举办，有大约60家企业参会，既有法国电力、飞利浦等来自欧洲的知名企业，也有工商银 行、宁德时代等中国企业。现场多家欧洲企业负责人都表示，中国是他们最重要的市场之一，中欧在多个领域具备互补性，中欧企业合作将实现共赢。 数据显示，中欧建交50年来，双边贸易额增长超过300倍。现场，多位与会嘉宾都期待中欧双方能继续做大合作蛋糕，不断传 ...

Core Viewpoint - The recent passage of the "One Big Beautiful Bill Act" by the U.S. Congress has led to structural market adjustments, impacting both the stock and cryptocurrency markets, with significant implications for capital allocation and investor sentiment [1][2][5]. Economic Impact - The bill is expected to provide long-term benefits for corporate capital expenditures, potentially supporting GDP growth by 0.7% to 1.2%, but will increase federal deficits by approximately $2.8 to $5 trillion in the short term, raising concerns about public debt sustainability [2][6]. - The Congressional Budget Office (CBO) estimates that cuts to health programs could result in over 11 million people losing health insurance, highlighting potential market risks [2]. Market Reactions - Following the bill's announcement, major U.S. stock indices experienced initial gains before entering a period of volatility, with the S&P 500 briefly rising by nearly 0.3% before retreating [1]. - The 10-year U.S. Treasury yield surged to around 4.3%, reflecting increased borrowing costs and impacting growth stocks, while financial, industrial, and defense stocks saw a rotation in investor interest [1][5]. Cryptocurrency Market Dynamics - The cryptocurrency market has seen a notable increase in activity, with XBIT decentralized exchange reporting a more than 60% rise in trading volume within two hours of the bill's announcement, driven by a shift towards risk-averse assets and multi-chain arbitrage opportunities [2][5]. - XBIT's daily active addresses increased by approximately 25%, and asset reallocation ratios rose by 30%, indicating heightened demand for multi-chain combinations [5][8]. Structural Changes in Investment Strategies - The market is shifting from technology growth stocks to value stocks and financial cyclicals, with traditional financial institutions warning of potential real estate bubble risks and increased debt levels due to the bill [5][6]. - The evolving landscape of fiscal, monetary, energy, and technological policies in the U.S. is prompting investors to reassess their strategies, with cryptocurrencies being viewed as alternative hedging tools [6][8]. Future Outlook - The focus will be on the specific implementation details of the bill, such as capital expenditure deductions and tax adjustments for small businesses, as well as the Federal Reserve's future policy direction [6]. - If the pressure on the U.S. dollar continues, the cryptocurrency market may see a rebalancing opportunity, with decentralized platforms like XBIT becoming increasingly relevant in mainstream asset allocation [6][8].