Group 1 - The core viewpoint is that the resumption of jet engine supply from General Electric to COMAC indicates a gradual easing of U.S. technology restrictions on China, suggesting a new cooperative dynamic between the two countries [1] - The recent lifting of restrictions on chip and ethane supplies further supports the notion of improved U.S.-China relations, which is seen as a positive signal for the market and may lead to a turning point for the Chinese economy in the second half of the year [1] - The market has been adjusting due to trade restrictions, and the gradual resolution of these issues is expected to restore market confidence [1] Group 2 - The unexpected news of the U.S. resuming jet engine supplies has sparked bullish sentiment in the A-share market, despite the expectation of a market adjustment [2] - The market's upward movement driven by positive news may not change the underlying market dynamics, leading to a potential return to previous levels after initial gains [2] - The index's performance may not correlate with individual stock movements, indicating that even if the index reaches new highs, many stocks may not follow suit [3] Group 3 - The three major indices experienced slight increases, with the Shanghai Composite Index reaching a new high for the year, although there was significant divergence in market performance [4] - A large number of stocks experienced declines, leading to a greater loss effect compared to previous days, particularly in the small-cap sector [4] - The market's downturn is attributed to the impact of new quantitative regulations, which have adversely affected short-term market dynamics and made it challenging for investors to capitalize on opportunities [4]

Group 1 - The forum focused on international cooperation in the digital economy, aiming to create a platform for project innovation and collaboration among digital economy enterprises [4][5][6] - Over 800 representatives from digital economy companies, including IBM and Thales, attended the forum, highlighting the significance of international collaboration [3][4] - The event attracted over 3 million online viewers, indicating a strong interest in the topics discussed [4] Group 2 - The Beijing Outbound Base has signed agreements with 16 companies, with a total contract value exceeding 10 billion, emphasizing its role in facilitating global expansion for enterprises [16][18] - The forum introduced the "Digital Economy Outbound Service International Alliance," with 24 members from various sectors, showcasing a collaborative approach to support outbound digital economy initiatives [19] - The establishment of a "one-stop" outbound service system was announced, covering key elements such as management, data, technology, and talent [21] Group 3 - The forum discussed the "Digital Friendly City" concept, aiming to create a supportive environment for digital economy development and international cooperation [11][12] - Various speakers emphasized the importance of open attitudes and international collaboration for domestic enterprises to achieve global integration [8][10] - The forum featured specialized sessions focusing on artificial intelligence, cross-border e-commerce, and smart tourism, reflecting the diverse opportunities in the digital economy [24]

Group 1 - The core viewpoint of the article highlights the increase in financing events in the domestic primary market, with a total of 93 events reported this week, up by 5 from the previous week, and a total financing scale of 10.248 billion RMB [2] - The average financing amount per event is 301 million RMB, with 34 events disclosing their financing amounts [2] - The most active sectors in terms of financing events are intelligent manufacturing, artificial intelligence, and healthcare, with 21, 19, and 9 events respectively [4] Group 2 - In terms of disclosed financing amounts, the energy and power sector leads with a total financing scale of approximately 4.434 billion RMB, highlighted by Yongxiang Co., which completed nearly 4.916 billion RMB in Series A financing [4] - The intelligent manufacturing sector follows with a disclosed financing total of 2.603 billion RMB, including nearly 1 billion RMB in angel round financing for high-performance GPU developer Sunrise [4] - The early-stage companies dominate the financing events with 68 out of 93 events, while 19 are in the growth stage and 6 in the later stage [12] Group 3 - The geographical distribution of financing events shows Jiangsu leading with 19 events, followed by Guangdong with 17 events, and Beijing and Shanghai each with 13 events [10] - The total disclosed financing in Jiangsu is 1.645 billion RMB, while Guangdong's total is 589 million RMB [10] - The report also notes a decrease in disclosed M&A events, with 10 reported this week, down by 6 from the previous week, primarily in intelligent manufacturing, enterprise services, and environmental protection sectors [28] Group 4 - Notable M&A activity includes Huaxing New Energy acquiring 100% of biomass power technology service provider Changqing Environmental Protection for 401 million RMB [28] - Other M&A transactions include Jiatuo Pharmaceutical being acquired for 15 million RMB and Jintong Customs being acquired for approximately 1.014 million RMB [29][30]

北京国家会计学院副院长李旭红：在我们新旧动能转型的过程中，税收优惠政策紧紧围绕国家战略 发展，优惠政策主要也是支持科技创新和制造业，使其尽快地调整优化，对未来中长期发展来说都是非 常有利的。 今年前5个月，高技术产业销售收入同比增长14.2%，明显快于全国总体增速，反映创新产业增长 较快。数字经济核心产业同比增长10%，全国企业采购数字技术金额同比增长9.7%，反映数实融合有序 推进。制造业方面，今年前5个月，我国制造业企业销售收入同比增长4.2%，特别是计算机制造、智能 设备制造等先进制造业销售收入同比分别增长21.6%和19.4%。李旭红表示，减税降费政策助力企业纾 困解难、转型升级，释放创新发展动能，为经济结构优化，税源持续培育筑牢根基。 李旭红：促进新质生产力发展，从而更好地创造经济价值，也使我们有更好的税基培育税源，为未 来税收收入的增长和财政的可持续性奠定基础。 央广网北京7月5日消息（记者李思默）据中央广播电视总台中国之声《新闻和报纸摘要》报道，国 家税务总局4日发布数据，今年前5个月，现行支持科技创新和制造业发展的主要政策减税降费及退税达 6361亿元。在结构性减税降费政策有力推动下，我国科技 ...

Group 1 - The establishment of diplomatic relations between China and Colombia marks its 45th anniversary, with Colombia officially joining the high-quality co-construction of the "Belt and Road" initiative in May [2] - Bilateral trade between China and Colombia is projected to exceed $19.3 billion in 2024, representing a growth of over 1900 times compared to the initial years of diplomatic relations [2] - Colombia aims to enhance agricultural exports to China and seeks to attract more Chinese investments in agriculture, technology, and ecological protection [2] Group 2 - Chinese companies are involved in constructing the Bogotá Metro Line 1, which is the largest infrastructure project in Colombia's history [3] - A new shipping route connecting Shanghai, Peru's Chancay Port, and Colombia's Buenaventura Port was launched in February, further promoting economic cooperation and job creation in Colombia [3] - There is significant potential for agricultural technology cooperation between China and Colombia, particularly in the processing of specialty agricultural products like coffee and cocoa [3] Group 3 - The China-Latin America Forum, which has been operational for 10 years, serves as a crucial platform for regional integration and cooperation between Latin American countries and China [4] - Strengthening collaboration between Latin America and China can enhance the representation and voice of the Global South in global governance [4] - The relationship between Latin America and China is expected to deepen, with ongoing efforts to promote development agendas and enhance global dialogue [4]

Group 1 - The core viewpoint emphasizes the importance of promoting the innovative development of the key metal industry in Guangxi, leveraging its rich mineral resources to achieve high-quality economic growth [2][3] - Guangxi is recognized as a significant region for non-ferrous metals in China, with key metal resources such as aluminum, lead, zinc, and rare metals, particularly rare earth elements, holding a crucial position in the national resource development landscape [3][4] - The development strategy includes integrating technological and industrial innovation, focusing on high-end, intelligent, green, and large-scale production, while optimizing the spatial layout of the key metal industry [3][4] Group 2 - The government aims to transform Guangxi's advantages in rare mineral resources into economic development benefits, addressing structural issues within the industry, such as insufficient deep processing capabilities and environmental sustainability challenges [4] - There is a growing demand for key metals driven by emerging industries like new materials and renewable energy, highlighting the need for enhanced research and competitiveness in the key metal sector [4] - The strategy includes attracting leading enterprises in the non-ferrous metal industry to establish operations in Guangxi, thereby strengthening the market for key metal resources [4][5]

撰文：深潮 TechFlow 2025 年以来，数字资产领域迎来一系列里程碑事件：3 月，美国参议院以高票通过《GENIUS 天才法案》；5 月、6 月香港先后发布了《稳定币条例》和 《数字资产宣言》。多个巨头宣布在稳定币布局，Circle 上市一骑绝尘，一时间市场气氛高涨。 然而，就像 2000 年代互联网企业沉浮所揭示的，能穿越周期的数字创新，必定能在概念和宣言之外，在丰富的真实场景中实现大规模应用。 事实上，对于稳定币，答案已经呼之欲出。2024 年初，SpaceX 在播客节目中透露，为了克服跨境结算难题，旗下星链已开始通过稳定币支付平台 Bridge 在全球进行资金结算。这一消息引起业界震动，后续促成了美国支付巨头 Stripe 以超过 10 亿美元的价格收购 Bridge。 企业的全球资金清算和调拨，是稳定币乃至整个数字资产行业可持续发展的锚点。6 月，媒体披露蚂蚁国际将在香港、新加坡和欧洲申请稳定币发行牌 照。蚂蚁国际在回应中提到："正在全球财资管理方面加速投资、拓展合作，将 AI、区块链和稳定币创新投入真实可靠的大规模应用。" 7 月 3 日，在新加坡金管局的 Project Guardian ...

封面新闻记者 伍雪梅 北京摄影报道 7月4日，四川省宜宾市2025京津冀投资推介会暨项目合作协议签署仪式在北京举行，吸引了政府机构、科研院所、头部企业、金融资本等领域的200余名 相关负责人、嘉宾代表参加。 宜宾市2025京津冀投资推介会暨项目合作协议签署仪式在北京举行。 嘉宾观看宜宾城市宣传片。 活动期间，宜宾共签约项目122个，签约总金额达403.08亿元，涵盖基金机构、数字经济、新型储能、动力电池、智能网联新能源汽车、低空经济等领 域。签约项目主要集中在基金机构、数字经济、新型储能、智能网联新能源汽车、动力电池、光伏、低空经济产业等方面，主要包括鼎晖投资、弘毅投 资、大连金慧、同方科技、追觅生态链企业等，精准延链补链强链，赋能产业协同融合发展新生态。 活动中，机器人成为主持人。 事实上，今年以来，宜宾这座"产业之城""机遇之城""共赢之城"投资推介动作频频，从年初产业投资基金群、应用场景机会清单的发布，到奔赴长三角开 展投资推介，再到此次"上京"，宜宾积极推进着高能级的产业链、创新链、资本链、人才链融合。 宜宾市经济合作和新兴产业局相关负责人介绍，以2025上海投资推介会成果转化为例，截至目前，已成功转 ...

Core Insights - The Digital Economy Going Global International Cooperation Forum was held in Beijing, where the Beijing Outbound Innovation Service Base signed agreements with 16 leading companies, totaling over 10 billion [1] - The Beijing Outbound Base aims to integrate resources and provide comprehensive services to support digital economy enterprises in exploring international markets and technological innovations [3][4] Group 1: Economic Growth and Infrastructure - By 2024, Beijing's digital economy is projected to exceed 2.2 trillion yuan, with over 2,400 AI companies and core industry revenues surpassing 300 billion yuan [3] - The city leads the nation in infrastructure development, including 5G, IPv6, and industrial internet [3] Group 2: Strategic Initiatives and Collaborations - The establishment of the Beijing Outbound Base is part of a national strategy to enhance the global competitiveness of digital economy enterprises [3][4] - A project was signed with UNDP and other governmental bodies to create a global digital economy innovation hub, aiming to align with sustainable development goals [4] Group 3: Service Offerings and Business Models - The Beijing Outbound Base offers eight integrated services, including policy support, overseas promotion, and compliance assurance, to facilitate global expansion for enterprises [4][5] - Seven core outbound business models were introduced, including technology, platform, and brand outbound, with 20 companies recognized as exemplary cases [5] Group 4: International Cooperation and Networking - The Digital Economy Outbound International Cooperation Alliance was launched, comprising 24 domestic and international business associations and Fortune 500 companies [4][5] - The alliance aims to establish service standards and share best practices for international cooperation in the digital economy [5]

Core Viewpoint - The rapid development of digital technology is transforming future lifestyles, as showcased at the 2025 Global Digital Economy Conference with the unveiling of the "Digital Tide City" in Beijing, featuring applications of cutting-edge technologies like AR, MR, and AIGC [1][5]. Group 1: Event Highlights - The "Digital Tide City" in Beijing showcases immersive experiences, allowing visitors to engage with technologies that can instantly create stories, illustrations, and artworks through simple gestures [1][4]. - The Beijing Fang Digital Complex spans 6,000 square meters, featuring over 50 tech companies and 10 immersive exhibition areas, highlighting the deep integration of digital technology and cultural creativity [4][5]. - Daily visitor numbers at the complex reach approximately 2,500 to 2,800, with popular attractions like the XR immersive exhibition and C919 flight simulator often resulting in long queues [4][5]. Group 2: Technological Innovations - Key innovations include a handheld device called the "Digital Elf Guide," which combines AI voice interaction and high-transparency 3D imaging technology for 3D holographic explanations of exhibits [4][5]. - Technologies on display have practical applications in daily life, such as AR smart glasses for facilitating communication for the elderly and hearing-impaired, and a 3D asset encryption system to combat digital piracy [5]. - The immersive projects not only provide entertainment but also demonstrate the empowering effects of digital technology across various sectors, including business, culture, and tourism [5].