北京、天津、河北、辽宁、上海、江苏、浙江、安徽、福建、山东、湖北、广东、广西、海南、重庆、 四川、宁夏等17个新就业形态人员职业伤害保障试点省份人力资源社会保障部门、交通运输部门，要指 导滴滴货运、快狗打车、满帮省省、货拉拉等平台企业认真落实关于扩大新就业形态人员职业伤害保障 试点的通知及有关保障办法要求，推进同城货运行业职业伤害保障应保尽保。研究探索干线货运司机工 伤保障政策。 各地民政部门要充分运用大数据比对与实地摸排相结合等方式，及时将符合条件的货车司机及其家属纳 入社会救助范围，发现存在医疗、住房、教育、就业等专项救助需求的，推送至相关部门。对符合条件 的货车司机，推动在急难发生地实施临时救助。必要时启动县级困难群众基本生活保障工作协调机制， 通过"一事一议"方式研究处理。 各地交通运输行业党委、工会组织要常态化开展为货车司机送温暖、体检、法律服务、心理疏导等暖心 服务，综合采取上门慰问、发放慰问金、设置公益岗位等多种形式加强对困难货车司机家庭帮扶救助。 积极开展高速公路服务区"司机之家"标准化规范化提升行动，免费为货车司机提供停车休息、热水供 应、饭菜加热、淋浴、洗衣等基本服务。 （文章来源：南方都 ...

业绩主线正成为市场关注的焦点。 今日，多家上市公司披露了业绩预增公告，其中，芯朋微预计上半年净利润同比增长104%左右；国货航预计 上半年净利润同比增长78.13%至90.14%；道通科技预计上半年净利润同比增长19.00%至26.76%。 道通科技（688208）也发布公告称，公司预计2025年半年度实现归属于母公司所有者的净利润为4.6亿元至4.9 亿元，同比增长19.00%至26.76%；预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润 为4.55亿元至4.85亿元，同比增长57.32%至67.69%。 7月6日晚间，芯朋微（688508）发布2025年半年度业绩预增公告，经财务部门初步测算，预计2025年半年度实 现营业收入6.3亿元左右，同比增长38%左右；预计2025年半年度实现归属于母公司所有者的净利润为9000万 元左右，同比增长104%左右；预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为 7000万元左右，同比增长53%左右。 芯朋微在公告中表示，公司预计2025年半年度经营业绩较上年同期预增主要来源于营业收入的显著增长： 1.得益于新产品门类营收 ...

7月1日，香港各界举行系列活动，庆祝回归祖国28周年，到处是喜庆祥和的气象。今年以来，香港经济 发展稳中向好，新动能新优势不断聚集增强，在全球多项排名中实现跃升。今年适逢香港国安法实施5 周年，香港社会更加深刻感受到，安全是发展的保障，由治及兴的局面来之不易。 香港与内地的经贸关系更加紧密。数据显示，内地与香港货物贸易额从1997年的4208.7亿元增长至2024 年的2.2万亿元，贸易规模增长4.2倍，年均增长6.3%。2024年，港人北上消费数量超过8000万人次。截 至7月1日，港车北上数量已超过286万辆次。 （文章来源：经济日报） 香港以自身的生动实践证明了"一国两制"的强大生命力，证明了"爱国者治港"有利于实现香港的良政善 治，证明了积极融入国家发展大局的光明前景。香港正在由治及兴的轨道上稳步前行，期待香港续写由 治及兴的新篇章！ 在保护主义措施大幅上升、全球经贸摩擦加剧的背景下，香港特区政府带领社会各界稳住阵脚，提出 了"以结果为目标"的施政方针，放眼全球"抢企业""抢人才"，吸引了全球投资者的目光，重量级企业和 优秀人才纷至沓来，以实际行动投下对香港的信心票。截至2024年，香港管理的资产总额 ...

Core Viewpoint - The "Big and Beautiful" Act, signed by President Trump, aims to extend tax cuts and includes various provisions affecting multiple industries, while also raising concerns about long-term fiscal implications and increasing federal deficits [1][2]. Winners - **Chip Manufacturers**: The Act increases tax credits for chip manufacturers building new factories in the U.S. from 25% to 35%, incentivizing domestic production [3]. - **Energy Companies**: The Act reopens oil and gas leasing auctions and lowers royalty rates, benefiting oil and gas producers [5]. - **Airlines**: A $12.5 billion fund is allocated for modernizing air traffic control systems, which is supported by airline executives [6]. - **Real Estate Developers**: The Act expands tax incentives for commercial real estate investors, including a 12% increase in low-income housing tax credits [7]. - **Defense Contractors**: The Pentagon plans to invest approximately $150 billion over five years in defense projects, benefiting companies like Lockheed Martin [8]. - **Private Student Loan Institutions**: Changes in federal student loan limits may drive more students to private lenders like SoFi [9]. - **Manufacturers**: The Act provides tax deductions for manufacturing costs for factories that begin operations after January 19, 2025 [10]. Losers - **Electric Vehicle Manufacturers**: The Act terminates subsidies for electric vehicle purchases, posing challenges for companies like Tesla and Ford [12]. - **Solar and Wind Energy Companies**: The expiration of specific tax credits for renewable energy projects may lead to a decline in orders and customer retention [13]. - **AI Companies**: The removal of a provision to pause state-level AI regulations may hinder innovation in the sector [13]. - **Certain Colleges**: A new tiered tax rate on investment income for private colleges may negatively impact prestigious institutions like Harvard and Yale [14]. - **Food Companies**: Cuts to the SNAP program could lead to decreased sales for major food companies reliant on SNAP beneficiaries [15]. - **Logistics Companies**: The elimination of tax exemptions for small packages may reduce demand for shipping services from companies like FedEx and UPS [16].

美国联合包裹公司(UPS)宣布，将启动"公司历史上最大规模的网络重组"，并首次向美国全职送货司机 提供自愿离职买断方案。此举旨在应对当前"前所未有的商业环境"，削减成本并提高运营效率。UPS在 一份声明中表示："这是UPS首次向全职美国司机提供自愿计划，参与者将获得一笔丰厚的财务补偿， 并保留原有的退休福利，包括养老金和医疗保险。"(央视新闻) ...

Group 1 - The article discusses the potential profitability of sectors that prominent investors like Yang Likun and Zhu Xiaohu are skeptical about, particularly in the overseas market [2] - New regulations require cross-border platforms to report seller income to the Chinese tax bureau, impacting cross-border sellers significantly [2] - Luckin Coffee opened two stores in New York, pricing higher than Starbucks without discounts, indicating a competitive strategy in the U.S. market [2] Group 2 - The article highlights the rise of "exotic pets" in Southeast Asia, suggesting a shift in pet ownership trends beyond traditional cats and dogs [3] - Qiji Chuangtan invested in an electric flying vehicle company, "Aerospace Exploration," which has received interest from multiple overseas markets including Russia and Australia [3] Group 3 - The EU is adopting a tougher stance in trade negotiations with the U.S., insisting on the removal of tariffs on EU exports as part of any agreement [4] - In the first half of the year, China opened 117 new international air cargo routes, primarily targeting Asia and Europe [4] - PwC forecasts that Hong Kong's IPO fundraising could reach HKD 200-220 billion by 2025, potentially reclaiming the top spot globally [4] Group 4 - Alibaba Cloud is establishing its first global AI capability center and expanding data centers in Malaysia and the Philippines, enhancing its global infrastructure [5] - Genki Forest's iced tea has entered the Indonesian market, marking a significant step in its global expansion strategy [5] - BYD's first vehicle rolled off the production line at its new factory in Brazil, part of a larger investment plan totaling BRL 5.5 billion [5] Group 5 - CITIC Construction reports that solid-state batteries are expected to achieve commercial application by 2027, with several catalysts driving the industry forward [6] - Zhihui received a strategic investment of CNY 1 billion from Pudong Venture Capital and Zhangjiang Group to develop AI infrastructure [6] - A new political action committee, "FSD PAC," was formed to counter Elon Musk's political ambitions, indicating a growing political landscape around tech leaders [6] Group 6 - Dubai successfully completed the first test flight of an air taxi, with plans to launch commercial operations by 2026, significantly reducing travel time in the city [7]

Core Viewpoint - The approval of All Nippon Airways Holdings' acquisition of Nippon Cargo Airlines by China's State Administration for Market Regulation is aimed at ensuring smooth bilateral trade and maintaining the stability of regional supply chains [1][2]. Group 1: Regulatory Approval - The acquisition involves the consolidation of two major players in Japan's air cargo market, with a focus on the potential impact on competition in the China-Japan air cargo service market [1][2]. - The State Administration for Market Regulation emphasized the importance of maintaining market competition and protecting consumer interests, reflecting China's antitrust enforcement focus on the international air cargo market [2]. Group 2: Market Impact - The combined capacity of All Nippon Airways and Nippon Cargo Airlines on China-Japan routes is significant, potentially weakening competitive levels in the market [1]. - Following the merger, the market shares in Los Angeles and Chicago are projected to reach 30% and 35% respectively, making the combined entity the largest air cargo service provider in those regions [2]. Group 3: Conditions and Commitments - All Nippon Airways has committed to several restrictive conditions to ensure fair competition post-acquisition, including continuing existing ground service agreements and providing ground services to new market entrants [1][3]. - The Japan Fair Trade Commission initially rejected the acquisition due to concerns over market competition, but later approved it after All Nippon Airways made concessions, including a slot-sharing agreement with Polar Air Cargo [2][3].

Core Insights - The launch of the "Highway Pass" logistics comprehensive service platform by the provincial transportation investment group aims to address the bottlenecks in the network freight industry, enhancing logistics efficiency and reducing costs [1][2] - The platform integrates various services, providing a transparent and controllable process for cargo owners and drivers, while also supporting tax compliance and operational efficiency [2] Group 1: Platform Features - The platform effectively connects the needs of cargo owners with the transportation capabilities of drivers, facilitating better logistics management [2] - It incorporates a multi-dimensional regulatory system, offering authoritative data for tolls, driving trajectories, and fuel verification, which supports tax compliance [2] - The platform consolidates fragmented transportation resources, enabling large-scale scheduling and significantly lowering operational costs for logistics companies [2] Group 2: Benefits for Stakeholders - For cargo owners, the platform provides a complete transparent process from cargo posting to payment and invoicing, addressing long-standing issues with tax compliance [2] - For drivers, the platform expands stable cargo sources, reduces empty driving losses, and offers additional services such as online tax registration and VAT invoice issuance [2] - The platform is positioned to reshape the local logistics ecosystem and is crucial for promoting tax revenue and supporting regional economic development [2] Group 3: Future Developments - The provincial transportation investment group plans to focus on "multimodal transport" and strengthen collaborations with railways, ports, and aviation to create a seamless integrated transportation service network [2]

蒙古国记者在湖北赤壁羊楼洞参观。 蒙古国记者在湖北赤壁羊楼洞穿着中国传统服饰。 "此次旅程，我们收获了丰富的报道素材，也深感自身承载着连接两国民心的责任与期待。希望通过我 们的努力，让这份山水相邻之情历久弥新。"在湖北武汉，蒙古国《每日报》记者巴特套格陶说。 近日，由中华全国新闻工作者协会、中国驻蒙古国大使馆和蒙古国记者协会共同主办，内蒙古自治区人 民政府新闻办公室承办，湖北省人民政府新闻办公室协办的"共享机遇 共同发展"中蒙媒体湖北内蒙古 行联合采访活动在湖北武汉落下帷幕。在为期一周的采访活动中，中蒙40余名记者，围绕湖北文化保护 和传承、交通设施建设、科技创新发展等内容进行采访，用手中的笔和相机，记录着中国式现代化建设 的发展景象。 "在这里，我触摸到中华文明的厚重" 采访期间，中国的文化保护和传承，令蒙古国记者印象深刻。 在湖北赤壁羊楼洞，蒙古国记者先后参观羊楼洞明清石板街、赵李桥砖茶制作技艺传承馆、中国青砖茶 博物馆等地，走在古色古香的老街，触摸斑驳的石墙，撑起油纸伞，品味青砖茶，蒙古国媒体记者对羊 楼洞连连赞叹。 羊楼洞是湖北省赤壁市"六大古镇"之一，作为青砖茶的原产地，其生产历史已逾200年。明清 ...

6月30日，位于天河区广州国际金融城的AT101818地块被广州欧曦商务管理有限公司成功竞得。企业将 投资25亿元建设全球总部大楼，带动物流、数字化平台、金融、跨境电商等产业年产值超100亿元。 企业将建设全球总部大楼 此次出让的地块位于金融城东区，坐拥稀缺的天河南向一线江景，比邻广州鹏瑞1号，正望风光优美的 北帝沙岛，宗地面积6780平方米，计算容积率建筑面积32427平方米，楼面地价15470元/平方米，成交 总价约5亿元。 广州欧曦商务管理有限公司是广州欧华国际货运代理有限公司100%控股的子公司。 金融城东区效果图。 欧华国际作为扎根在天河、成长在天河的总部企业，是经中国交通部、民航局批准的国际货运一级代理 企业，持有一级货运代理证书及无船承运人资质，业务覆盖国际空运、海运、多式联运、仓储报关及供 应链全链条服务，在国内30多个城市，海外20多个国家和地区（美、加、欧、中东、东南亚等）设有分 支机构。2025年，公司位居国内民企同行规模第1位，全球空运货代排名第9位。 据介绍，企业选择广州国际金融城东区投资25亿元建设全球总部大楼，建成后承载总部办公、国际物流 数字化平台研发中心、跨境电商及上下游企业 ...