从国外商业公司公布的卫星照片来看，美国空军投射的GBU-57钻地炸弹似乎有偏离目标的迹象，同时 由于美国之前就有调兵遣将，为此伊朗已经意识到美国很有可能动手，因此也就对于核设施进行了调 整，伊朗已经宣布将核材料进行了转移，为此美国对于伊朗的打击，很有可能是打了个寂寞。实际上从 伊朗还没有报复美军基地来看，伊朗似乎也是试图降低紧张局势，但是伊朗还是对于以色列发动了弹道 导弹的攻击，从而显示伊朗的强硬立场。 实际上美国在发动关税战上的失败，也已经冲击了美国国内的基本盘，美国在渲染自己的胜利的时候， 给美国民众带来的是物价上涨的现实问题，因此美国国内已经有了很大的反弹。美国总统在竞选的时候 有许多的承诺，随着时间的推移，却没有兑现承诺，显然对于美国共和党政府来说是非常不利的，烽火 前站分析认为，在以色列空袭伊朗的时候，美国已经认为有了机会，为此颇有拿伊朗转移视线的节奏。 根据美国发布的信息显示，美国空军在6月22日动用B-2A隐身战略核轰，对于伊朗的三座核设施发动了 攻击。 美国在4月2日宣布对于全球发动关税战，不过从美国的政策和动作来看，实际上美国的关税战已经是让 全世界看到了美国心虚的一面。面对关税战的反制，美 ...

Group 1 - The third Jinfang New Luoshu Bay International Procurement Festival was inaugurated in Kunming, emphasizing the theme "Crossing the Commercial Sea, Trade Connecting All Directions" and aims to build a trade hub radiating South Asia and Southeast Asia [1][6][29] - The event is part of the 9th China-South Asia Expo series, gathering global merchants to promote open trade and cooperation [1][29] - The festival will last for five days from June 20 to June 24, attracting global buyers and showcasing Yunnan's role as a key player in international trade [29] Group 2 - Yunnan's development relies on openness and cooperation, as highlighted by the remarks from the Yunnan Provincial Department of Commerce [5] - Jinfang New Luoshu Bay is transitioning from a traditional market to an international trade hub, leveraging online and offline strategies to create a comprehensive industrial ecosystem [8] - The platform is seen as a testing ground for new productive forces, inviting global merchants to engage in trade through Yunnan [12] Group 3 - A series of strategic cooperation agreements were signed during the opening ceremony, aimed at driving industrial upgrades and regional economic growth [13] - Collaborations include building logistics networks with Desheng Group and creating new consumption clusters through partnerships with various organizations [15][17] - The event also features a live streaming competition to promote products and enhance digital trade [22] Group 4 - The festival serves as a cultural exchange platform, featuring a variety of cultural performances and exhibitions to showcase Yunnan's charm and facilitate cultural connections between China and South Asia/Southeast Asia [27][24] - The successful launch of the festival marks a new starting point for deeper cooperation and higher-level openness for Jinfang New Luoshu Bay [29]

Group 1 - The 2025 "Invest in Chengdu" Global Investment Promotion Conference was held in Chengdu, showcasing the city's advantages in policy environment, hub economy, and trade logistics to attract foreign investment [3][4] - Over 60 foreign trade enterprises participated in the conference, leading to the signing of 11 key industrial projects in the foreign trade sector [3][5] - Chengdu's business bureau announced six strategic areas to promote local brands globally, including building online and offline platforms and expanding international channels [3] Group 2 - Qingbaijiang District highlighted its investment environment as a key venue for the event, emphasizing its role as a significant gateway for international trade and logistics [4] - The district has received various national-level designations, including free trade zone and national logistics hub, enhancing its attractiveness for foreign investment [4] - Representatives from other cities, such as Deyang, Meishan, and Ziyang, also participated to promote their investment opportunities [4]

Core Points - The company is holding a shareholders' meeting on June 27, 2025, to discuss various proposals and reports, including the annual financial report and budget for 2025 [5][29] - The company reported a net asset of 7.55 billion yuan at the end of 2024, a 3.57% increase year-on-year, with a revenue of 35.43 billion yuan, up 5.30%, and a net profit of 216 million yuan, down 20.53% [7][29] - The company plans to conduct related party transactions in 2025, with expected amounts for various transactions, including 800 million yuan for daily operational purchases and 60 million yuan for management fees [31][34] Meeting Procedures - The meeting will have a secretariat responsible for related matters, and only registered shareholders can attend and vote [1][2] - Voting will be conducted using a computer software system, and shareholders must select one option from "agree," "disagree," or "abstain" [2] - Certain proposals, such as those involving related party transactions, require a two-thirds majority vote from attending shareholders [2][4] Financial Reports - The company achieved a revenue of 35.43 billion yuan in 2024, exceeding the budget by 18% [30] - The net profit for 2024 was 216 million yuan, which is 90.11% of the budgeted amount [30] - The company plans a budget of 25 billion yuan for revenue in 2025, with a projected net profit of 200 million yuan [30] Proposals for 2025 - The company will propose to authorize the board to issue shares to specific targets using simplified procedures [4][6] - A proposal to amend the company's articles of association and cancel the supervisory board will also be presented [6][8] - The company aims to maintain a focus on value management and enhance operational efficiency through various strategies [20][28] Social Responsibility and Governance - The company emphasizes its commitment to social responsibility, including poverty alleviation and talent development initiatives [13][14] - The internal control system is reported to be effective, with no significant deficiencies found during the evaluation [28][18] - The company aims to enhance its ESG (Environmental, Social, and Governance) practices and improve stakeholder collaboration [14][20]

Group 1 - The Chinese government emphasizes the importance of maintaining global supply chain stability and security, accelerating the review of rare earth export license applications, and has approved a certain number of compliant applications [1][4] - The Shanghai Free Trade Zone has implemented 80 pilot measures to align with international high-standard trade rules, enhancing trade facilitation and attracting international logistics investments [3][4] - The recent China-Central Asia summit resulted in the signing of several agreements to strengthen economic cooperation, including trade facilitation and green mineral cooperation [5][6] Group 2 - The Chinese government plans to enhance trade cooperation with Central Asian countries by increasing imports of energy, minerals, and quality agricultural products while promoting exports of automobiles and electronics [6] - China is preparing to join the CPTPP and has conducted extensive analysis and discussions with member countries to align with high-standard trade rules [8] - The Chinese government aims to upgrade economic and trade cooperation with the EU, focusing on resolving mutual concerns and preparing for high-level exchanges [7][8]

商务部新闻发言人何亚东表示，中国一贯高度重视维护全球产供链的稳定与安全，依法依规不 断加快对稀土相关出口许可申请的审查，已经依法批准一定数量的合规申请，并将持续加强合 规申请的审批工作。中方愿就此进一步加强与相关国家的出口管制沟通对话，积极促进便利合 规贸易。 今日下午，商务部召开例行新闻发布会。发布会上，新闻发言人何亚东谈到稀土相关出口问题 时表示，将依法依规不断加快对稀土相关出口许可申请的审查。发布会重要内容如下： 商务部：将依法依规不断加快对稀土相关出口许可申请的审查 商务部介绍上海自贸试验区试点成效 记者：近日，国务院常务会议提出要用好中国（上海）自贸试验区全面对接国际高标准经贸规 则的试点经验，在更大范围释放制度创新红利，以高水平开放推动深层次改革、高质量发展。 能否介绍一下上海自贸试验区试点成效以及下一步复制推广工作的考虑？ 商务部谈CPTPP申请准备情况：中方为加入协定做好了充分准备 商务部新闻发言人何亚东表示，2023年，上海自贸试验区开展全面对接国际高标准经贸规则 试点。一年多以来，80条试点措施已经基本落地，开展了一批引领性、标志性制度创新，也 形成了一批先进经验和典型案例，可以说为稳步扩 ...

自2025年4月1日《中国税收居民身份证明》新规实施以来，截至6月底，儋州市税务局已为纳税人开具4 份新版证明，帮助企业享受税收协定待遇收入金额2.63亿元，预期减免税金额0.35亿元。 《中国税收居民身份证明》是国家税务部门免费为纳税人开具的证明其为中国税收居民的重要文件，也 被通俗地理解为"走出去"纳税人的"税收护照"。随着我国对外签署的税收协定数量越来越多，"税收护 照"的含金量也越来越高。企业在跨境贸易中持有这份"税收护照"不仅有助于避免在中外两地被重复征 税，还可以享受境外优惠税收政策，大大降低"走出去"企业税收成本。 目前，儋州市"走出去"企业共计64户。为确保新规落地落实，儋州市税务局持续打造"税路通 跨海 行"品牌，通过"线上+线下"联动实现精细服务。线上通过"周三税税念"、电子税务局、AI智能语音提醒 等方式向企业定向推送政策，线下依托"政企连心 红映儋洋"专场活动、全省税务系统纳税人学堂讲解 公告内容，并组建专家团队开展"点对点"辅导，实现"政策找人"覆盖率100%。 新版证明在适用场景、办理方式、流程及内容等进行了全面优化，不仅增加了"非享受协定待遇"的申请 目的，还优化了办理流程，实现 ...

｜2025年6月19日星期四｜ NO.1 今年前5月广东对中亚五国进出口同比增长20% 据"广东发布"微信公众号6月18日消息，作为我国经济第一大省、外贸第一大省，广东与中亚经贸往来密切，今年前5个月，广东对中 亚五国进出口126.5亿元，同比增长20%。 点评：这表明广东与中亚五国的经贸合作呈现出良好发展态势，贸易规模不断扩大。 NO.2 香港公布物流业ESG发展路线图 6月18日，香港特区政府运输及物流局公布《物流业ESG发展路线图》，供当地物流中小企业遵循，以达到环境、社会及管治（ESG） 的国际要求。路线图涵盖2025至2027年三年期，分为三个阶段：第一阶段提高物流中小企业对ESG原则和国际ESG要求的认知；第二 阶段加强物流中小企业收集和记录物流ESG数据的能力；第三阶段则旨在协助物流中小企业就编制ESG报告做好准备。 | 深市领跌 | 最新股价 | 跌幅 | | --- | --- | --- | | 广生堂 | 37.55 元 | 12. 69% | | 中科磁业 | 57.50 元 | 12.21% | | 北陆药业 | 9.23 元 | 11.51% | 据"中国广州发布"微信公众号6月1 ...

Group 1 - The U.S. is pressuring Vietnam to reduce reliance on Chinese technology in equipment assembled and exported to the U.S., indicating a broader strategy to decouple from China in high-tech sectors [1] - Since April, the U.S. has been using "reciprocal tariffs" as a tool to exert unilateral pressure on trade partners, significantly impacting the international trade system and increasing economic pressures on export-oriented economies [1][2] - Historical examples, such as Canada's concessions in the past, illustrate that appeasement does not guarantee protection from U.S. tariffs, as the U.S. continues to impose additional tariffs regardless of prior agreements [2] Group 2 - The unilateral concessions by trade partners do not lead to U.S. economic prosperity, as high tariffs negatively affect both supply and demand, ultimately increasing costs for U.S. suppliers and reducing global competitiveness [2][3] - The World Trade Organization (WTO) has played a crucial role in maintaining a multilateral trade system based on mutual respect and equal benefits, and any unilateral concessions could undermine this foundational principle [3] - Countries are prioritizing the maintenance of a stable international order and enhancing supply chain resilience, recognizing that the U.S. market, while important, is not the only option for export-oriented economies like Vietnam [4]

隔夜，现货黄金在触及3366美元的低点后强势反弹，收盘于3388.40美元附近，K线形态接近十字星，显示市场多空博弈激烈。今日欧市盘中，黄 金小幅下跌，目前在3384美元附近徘徊。 降息恐巨变！ 隔夜，美股三大股指全线收跌，截至收盘，道琼斯工业指数、纳斯达克指数、标普500指数分别跌0.7%、0.91%、0.84%。 美国5月零售销售环比降0.9%，预期降0.7%，前值从升0.1%修正为降0.1%。核心零售销售环比降0.3%，预期升0.1%，前值从升0.1%修正为持平。 FWDBONDS首席经济学家克里斯·鲁普基表示："经济正在放缓，消费者对前景充满疑虑，总体上更倾向于储蓄而非在商场消费。" 此外，关税谈判，传出新变数。 据日本经济新闻报道，日本首相石破茂和美国总统特朗普在加拿大的会谈，未能就关税谈判达成共识。有分析指出，这一结果使日本经济正逐渐 接近可能出现的衰退，因为美国关税给日本经济带来了冲击。 印度与美国的关税谈判进展方面，有报道称，印度政府希望得到美国政府保证，一旦双边贸易协定敲定，不会再征收任何额外关税。此前有消息 称，印度和美国在贸易谈判中的立场变得更加强硬。 值得关注的是，欧盟发言人日前表示， ...