优化跨境物流网络是深化金砖国家特殊经济区合作重要内容，杭州将支持开拓金砖国家及共建"一 带一路"国家往返国际航线，支持提升国际航空枢纽能级，加快萧山国际机场全球智慧物流枢纽建设。 据悉，阿联酋航空自7月30日起将开通杭州往返迪拜的直飞航线，每天运营一班，杭州将成为继北京、 上海、广州和深圳之后，阿联酋航空在中国开通的第5个门户航点。 支持金砖国家数字贸易企业在杭州设立总部；支持游戏、微短剧和网络小说等文化"新三样"企业出 海金砖国家；支持与金砖国家开展跨境直播合作，给予网络设施建设、海外推广等方面支持；鼓励企业 在迪拜等国际大宗商品贸易枢纽城市设立办事机构……近日，杭州市推出支持金砖国家特殊经济区中国 合作中心建设的若干措施（简称"若干措施"），深化与金砖国家经贸往来。 在金砖国家特殊经济区中国合作中心带动下，今年，杭州对金砖国家出口高速增长，1-5月，对金 砖国家（含伙伴国）出口额同比增长17%，进出口总额达935.97亿元，金砖国家市场越发成为推动我市 外贸出口增长的重要支柱。 今年3月，金砖国家特殊经济区中国合作中心正式落地浙江杭州，为推动金砖国家间合作搭建了高 能级平台。扩大双向投资水平是金砖国家特殊 ...

2025.07. 22 本文字数：223，阅读时长大约1分钟 据京东黑板报，京东正式启动"菜品合伙人"招募计划，10亿现金为1000道招牌菜寻找合伙人。 京东计划3年内在全国建设10000家七鲜小厨。 微信编辑 | 七三 推荐阅读 三小时搬800箱，一台机器人或可替代约1.4~2名工人！实探智元机器人落地工厂 据介绍，合伙人仅需提供菜品配方并合作研发，由合营品质餐饮制作平台——七鲜小厨承担现炒制作 及严格品控。 成为合伙人，每道菜立奖100万保底分成，菜品销量分成上不封顶，品牌餐厅、个体厨师，均可报 名。 ...

京东计划三年内在全国建设1万家七鲜小厨 金十数据7月22日讯，京东宣布正式启动"菜品合伙人"招募计划，10亿现金为1000道招牌菜寻找合伙 人。此外，京东将投入百亿资金建设新型供应链，计划3年内在全国建设10000家七鲜小厨。 ...

交银国际研究 每日晨报 2025 年 7 月 22 日 今日焦点 | 赛力斯 | | 601127 CH | | --- | --- | --- | | 问界引领高端化转型，盈利能力跃升；首予买 | | 评级: 买入 | | 入 | | | | 收盘价: 人民币 139.63 | 目标价: 人民币 175.00 | 潜在涨幅: +25.3% | | 陈庆 | angus.chan@bocomgroup.com | | 高端新能源市场国产化率稳步提升，问界品牌高端化调性基本确立，带 动赛力斯盈利能力向上。问界在华为深度赋能下快速完成品牌上探，M9 在 45-60 万元区间领先销量重塑高端 SUV 格局，M8 上市进一步巩固高 端布局。赛力斯单车售价与利润双提升，1Q25 毛利率高达 27.6%，大幅 领先行业。问界 M8 于今年 4 月上市，6 月销量约 2.1 万辆，我们预计 M8 稳态月销量在 1.5 万辆左右。 华为智驾领先行业，随着华为合作车企规模不断扩大，华为智驾有望领 先同行。问界深度合作华为，入股引望后有望加强华为属性和智能化水 平，继续维持行业领先优势。 盈利能力步入上行通道，首予买入。赛力斯正 ...

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Group 1 - The State Council of China has announced the implementation of the "Housing Rental Regulations" effective from September 15, 2025, aimed at standardizing housing rental activities and promoting high-quality development in the rental market [2] - The first national standard for campus catering services has been released, mandating centralized procurement of staple foods like rice, flour, and oil to enhance food safety in schools [3] - The People's Bank of China has maintained the Loan Prime Rate (LPR) at 3.0% for one-year loans and 3.5% for five-year loans, indicating that financing costs for enterprises and residents are at historical lows [7] Group 2 - In the first half of the year, China's lottery sales reached approximately 317.9 billion yuan, marking a 3% year-on-year increase and setting a new historical high [8] - The Ministry of Transport announced that logistics costs will be reduced by over 400 billion yuan in 2024, with transportation costs alone decreasing by about 280 billion yuan [9] - Chengdu has introduced 17 new policies to promote stable and healthy development in the real estate market, including direct subsidies for home purchases [13] Group 3 - The China Internet Network Information Center reported that the number of internet users in China has reached 1.123 billion, with an internet penetration rate of 79.7% [12] - The implementation of the revised national standard for the safety service life and recycling of household appliances will begin on January 1, 2026, focusing on safety risks and environmental pollution from old appliances [10][11] - The release of the "Implementation Rules for Cross-Border Asset Management Pilot Business in Hainan Free Trade Port" supports foreign investors in investing in financial products issued by financial institutions in Hainan [15]

今日导读 1. 今年二季度， 中央汇金耗资约2000亿元增持ETF。 2. 成都市住房和城乡建设局等6部门7月21日发布关于促进房地产市场平稳健康发展若干措施 的通知，在着力提升供应质量、更好满足多样化需求、持续推进存量盘活、更好发挥住房公积 金制度功效四个方面出台17条具体举措，自2025年7月21日起施行。 3. 7月17日，中国证监会官网发布《关于八马茶业股份有限公司境外发行上市及境内未上市股 份" 全流通 "备案通知书》，意味着八马茶业已经完成赴港上市的备案程序。 宏观消息 1、 据新华社7月21日报道，《住房租赁条例》公布，自2025年9月15日起施行。《条例》旨在规范住 房租赁活动，维护住房租赁活动当事人合法权益，稳定住房租赁关系，促进住房租赁市场高质量发 展，推动加快建立租购并举的住房制度。《条例》共7章50条，主要规定了以下内容： 一是明确总体 要求，二是规范出租承租活动，三是规范住房租赁企业行为，四是规范经纪机构行为，五是强化监督 管理，六是严格责任追究。 2、 中国互联网络信息中心7月21日在京发布第56次《中国互联网络发展状况统计报告》。报告显示， 截至2025年6月，我国网民规模达11 ...

Group 1 - The State Council of China has announced the "Housing Rental Regulations," which will take effect on September 15, 2025, aimed at standardizing housing rental activities and promoting high-quality development in the rental market [2] - The Ministry of Commerce of China expressed strong opposition to the EU's sanctions against Chinese companies and financial institutions, emphasizing the negative impact on China-EU economic relations [5] - The People's Bank of China maintained the Loan Prime Rate (LPR) at 3.0% for one year and 3.5% for five years, indicating that financing costs for enterprises and residents are at historical lows [6] Group 2 - The Ministry of Transport of China announced that logistics costs will be reduced by over 400 billion yuan in 2024, with transportation costs alone decreasing by approximately 280 billion yuan [8] - The first national standard for campus meal services has been released, focusing on food safety and requiring centralized procurement of staple foods [3] - The sales of lottery tickets in China reached approximately 317.9 billion yuan in the first half of the year, marking a 3% year-on-year increase and setting a historical record [7] Group 3 - The founder of Nvidia, Jensen Huang, acknowledged the competitiveness of Chinese chip companies, stating they are formidable competitors deserving of respect [25][26] - JD.com has made significant investments in three robotics companies, indicating a focus on technological innovation and supply chain scenarios [26] - JD.com has launched its first self-operated takeaway store, "Qixian Xiaochu," which operates on a "takeaway + self-pickup" model [27]

Group 1 - Yushu Technology has initiated its IPO counseling with CITIC Securities as the advisory firm, aiming to submit its IPO application by October 2023 [2] - The capital competition in the embodied intelligence sector is intensifying, with multiple companies like Zhiyuan Robotics and others disclosing financing progress in July [2] - Goer Microelectronics has re-submitted its listing application to the Hong Kong Stock Exchange, with several financial institutions acting as joint sponsors [2] Group 2 - The first national standard for campus meal services will be implemented on December 1, 2023, aimed at enhancing food safety in schools [5] - Good Products has been involved in a share transfer dispute amounting to 996 million yuan, with the case currently accepted by the Guangzhou Intermediate People's Court [5] - JD.com has made significant investments in three robotics companies, indicating a focus on technological innovation in supply chain scenarios [6] Group 3 - The Chinese third-generation autonomous superconducting quantum computer "Benyuan Wukong" has been deployed in multiple locations, supporting major national research projects [6] - Xiaomi SU7 has achieved the highest one-year resale value among electric vehicles at 88.91%, indicating strong market performance [8] - The overseas market for online literature is projected to exceed 5 billion yuan in 2024, with a significant increase in overseas user numbers [9] Group 4 - Ant Group's AI health application AQ has launched on iOS and quickly topped the Apple App Store's medical category, indicating strong market interest [16] - Alibaba's Tongyi Qianwen has updated its flagship Qwen3 model, enhancing its capabilities for long text processing [17] - The number of generative AI services registered in China has reached 346, reflecting the rapid growth of AI applications [18] Group 5 - "Box Box Sharing" has completed over 100 million yuan in Series F financing, aimed at enhancing its industry capabilities [19] - "Jiliu Technology" has secured nearly 100 million yuan in A+ round financing, focusing on core technology development [20] - "Tongxin Medical" has completed over 100 million USD in strategic financing to accelerate its international expansion [21]