美国华盛顿州一名联邦法官24日签发临时禁令，暂时阻止总统唐纳德·特朗普领导的联邦政府扣留用于 14个州建设电动汽车充电设施的专项拨款。 ...

更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 更多一手海外资讯和海外投行报告加V：shuinu9870 稀土矿物及其在能源 转型中的作用 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 德勤I稀土及其在能源转型中的作用 引言 世界正在经历能源转型，因为它试图摆脱对化石燃料的依赖。这种转变创造了对于 不同种类的自然资源的新需求和供应链依赖，这种资源相对于日常消费者 ...

2025.06. 24 本文字数：2196，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 第一财经记者从权威信源处获悉，当地时间23日，世贸组织（WTO）下争端解决机构（DSB）同意中方 申请，就裁决加拿大对中国原产电动汽车、钢铁及铝制品等产品征收附加关税措施问题设立争端解决小 组。 在同日召开的争端解决机制会议上，中方表示，加拿大的措施与《关税与贸易总协定》（GATT）的规定 不符。 2024年10月1日，加拿大对自华进口电动汽车加征100%附加税正式生效。当日，加拿大还宣布了将于 10月22日对自华进口钢铝制品正式加征25%附加税的最终产品清单。 商务部新闻发言人彼时表示，中方已对加方的单边主义和贸易保护主义做法在WTO提起诉讼，并依法对 加方有关限制性措施启动反歧视调查。加方应理性客观看待双边经贸合作，尊重事实，遵守世贸组织规 则，不要在错误的道路上越走越远。 中方将采取一切必要措施，坚定维护中国企业正当权益。 DS627案设立争端解决小组 2024年9月6日，中方在WTO就加拿大电动汽车、钢铝制品征税措施提起磋商要求，目前该案件在WTO 编号为DS627案。 如上文所述，DS627案中涉及措施包括加 ...

Group 1 - The article highlights China's extraordinary economic transformation over the past two decades, which has lifted millions out of poverty and established a prosperous middle-income group, positioning China as a global economic powerhouse [1] - McKinsey Global Institute defines "arena" as vibrant, high-growth industries that reshape the global economy through significant innovation, competition, and value creation, analyzing 12 sectors that experienced super-scale growth from 2005 to 2020, including e-commerce, biomedicine, electric vehicles, and internet consumption [1][2] - Chinese companies have successfully entered global markets in sectors like electric vehicles, personal computers, and e-commerce, driven by a large domestic market, a strong manufacturing base, supportive national policies, and an encouraging entrepreneurial environment [1] Group 2 - The research anticipates that future arenas could generate $29 trillion to $48 trillion in revenue and $2 trillion to $6 trillion in profit by 2040, with China already achieving success in several of these areas [2] - Chinese companies are major players in e-commerce and AI services, leveraging innovations in data analytics and supply chain efficiency to compete globally, with established firms integrating generative AI into personalized education, short video creation, and enterprise software [2] - Progress in electric vehicles, battery technology, and robotics positions China well for future growth, indicating a solid foundation for economic value creation and innovation [2][4] Group 3 - China's economic development has relied on its ability to seize opportunities in high-growth sectors, and it is well-prepared to thrive as the world transitions to new transformative industries [4] - The article notes that China faces a complex global environment characterized by changing geopolitical dynamics, evolving trade relations, and intensified competition in technology and innovation [4] - The next chapter of China's economic story is poised to be written, with significant and exciting opportunities ahead [4]

"统治全球工业"非虚妄！美智库报告预警：关税战下，中国45%份额成定局？美国恐只剩"高价低质"的国内市场！ 当《纽约时报》以醒目标题宣告"一个属于中国的世纪可能已经到来"时，全球商业领袖的目光正聚焦东方。 这篇引发巨大震荡的重磅文章作者——普林斯顿研究员、兰德公司智库专家Kyle Chan在《纽约时报》发表的评论中，以"中国产业政策专家"身份向特朗普 政府发出尖锐警告。 文章开篇即指出，长期存在于西方理论界的"中国世纪"预言，即"中国凭借经济与技术潜力重塑全球权力格局、确立北京为中心的时代"可能已成现实。 他进一步强调，特朗普第二任期初期的政策失误，正加速中美实力对比的质变：关税战削弱美国创新根基，削减科研投入迫使人才外流，美国正在错失与中 国角逐的关键窗口。 而中国通过国家主导的长期战略，在新能源、半导体、人工智能等关键领域形成技术良性循环。他援引比亚迪销量碾 压特斯拉、中国占据全球45%工业机 器人装机量等标志性事件，揭示中国以举国体制推动的"曼哈顿计划式"高科技攻坚，正在电动汽车、芯片、商用飞机等战略领域构建难以撼动的壁垒。 凤凰网财经发现，Kyle Chan大量引述的产业数据——如中国占全球制造业45 ...

Core Viewpoint - China is taking necessary measures to firmly protect the legitimate rights and interests of its enterprises in response to Canada's imposition of additional tariffs on Chinese electric vehicles, steel, and aluminum products, which China claims violate WTO rules [1][4]. Group 1: Dispute Resolution and Tariff Measures - The WTO's Dispute Settlement Body (DSB) has agreed to establish a dispute resolution panel regarding China's complaint about Canada's additional tariffs on electric vehicles and steel/aluminum products [1][2]. - Canada will impose a 100% additional tariff on all imported electric vehicles from China starting October 1, 2024, and a 25% additional tariff on steel and aluminum products from China starting October 22, 2024 [1][2]. - The trade value affected by the 100% tariff on electric vehicles is approximately $1.7 billion, while the tariffs on steel and aluminum products involve $950 million and $720 million, respectively [4]. Group 2: China's Response and Negotiation Stance - China has formally requested consultations and further negotiations regarding the additional tariffs, asserting that these measures are inconsistent with multiple provisions of the GATT [2][3]. - Despite the establishment of a dispute resolution panel, China remains open to constructive dialogue with Canada to amicably resolve the dispute [4][7]. - China's ambassador to Canada emphasized the potential for cooperation in the electric vehicle sector, which could benefit consumers and help Canada achieve its climate goals [4][5]. Group 3: Countermeasures and Additional Disputes - In response to Canada's tariffs, China has initiated an anti-discrimination investigation and announced countermeasures, including additional tariffs on certain Canadian agricultural and seafood products [6][7]. - The countermeasures include a 100% tariff on canola oil, oilseed meal, and peas, as well as a 25% tariff on specific seafood and pork products, effective March 20, 2025 [6].

【文/观察者网 刘程辉】"说到电动车，中国领先全球10年，而且比任何国家都好10倍。"汽车行业分析 师迈克尔·邓恩（Michael Dunne）感慨道。 "中国是如何让电动汽车成为主流的。"英国广播公司（BBC）6月24日发表了这样一篇报道，聚焦曾经 的"自行车王国"是如何成为如今电动汽车领域全球"山巅之王"的。 报道称，中国通过早期战略布局和政府补助，成功将电动车从高端产品转变为大众消费品，中国政府投 入巨资支持电池、整车制造及充电网络建设，催生了比亚迪等领先企业，技术创新与低价优势，加速了 电动汽车在中国的广泛普及。 与此同时，中国主导全球电池供应链，并积极拓展海外市场，在推动全球电动化转型中扮演着关键角 色。 2025年6月20日，在江苏省连云港港东方港务分公司码头，大批出口汽车集港准备装船。 视觉中国 "燃油车太贵了，开电动车能省钱。而且还环保。"广州的一名网约车司机卢云峰（音）说。 BBC形容，这是环保活动家梦寐以求的一段话。在许多国家，电动汽车被视为奢侈品，但在中国，这不 过是日常现实。去年，中国售出的汽车中近一半是电动车。 本世纪初，中国领导层制定了主导未来技术的计划，曾经的"自行车王国"如今已 ...

每经编辑｜毕陆名 美东时间周一，截至收盘，道琼斯工业平均指数比前一交易日上涨374.96点，收于42581.78点，涨幅为0.89%；标准普 尔500种股票指数上涨57.33点，收于6025.17点，涨幅为0.96%；纳斯达克综合指数上涨183.56点，收于19630.97点，涨 幅为0.94%。 大型科技股多数上涨，特斯拉大涨超8%，创4月28日以来最大单日涨幅。稳定币第一股Circle涨超9%，上市以来累涨 约750%。平价减肥药供应商Hims收跌近35%，创美国IPO以来最差单日表现。 热门中概股多数上涨，纳斯达克中国金龙指数涨0.85%。 富时A50期指连续夜盘收涨0.13%，报13392点。 周一（6月23日）纽约尾盘（周二北京时间04:59），离岸人民币（CNH）兑美元报7.1751元，较上周五纽约尾盘涨40 点，连续第三个交易日走强，日内整体交投于7.1926~7.1751元区间。 商品市场方面，周一（6月23日）纽约尾盘，WTI原油期货下跌8.98%，报67.21美元，布伦特原油下跌7.62%，报69.73 美元。 COMEX黄金期货涨0.11%，报3387.8美元/盎司；COMEX白银期货涨 ...

Group 1 - US stock markets saw collective gains, with the S&P 500 rising by 0.96%, Nasdaq by 0.94%, and Dow Jones by 0.89%. Notably, Tesla surged over 8%, marking its largest single-day increase since April 28 [4] - International oil prices dropped significantly, with West Texas Intermediate (WTI) crude oil down by 8.95% to $67.23 per barrel, and Brent crude oil falling by 8.37% to $69.16 per barrel [5] - Gold prices remained stable, with spot gold at $3,367.56 per ounce, while COMEX gold futures fell by 0.04% to $3,384.40 per ounce [6] Group 2 - The Ministry of Industry and Information Technology and nine other departments issued the "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)", aiming for a 5%-10% increase in gold resource volume and over 5% growth in gold and silver production by 2027 [11] - The Ministry of Finance and the Ministry of Emergency Management allocated 300 million yuan in emergency disaster relief funds to support seven provinces in disaster response and recovery efforts [12] - The National Energy Administration held a meeting to promote the construction of a unified national electricity market, emphasizing the importance of completing this goal by early 2025 [12] Group 3 - The National Federation of Industry and Commerce's Automobile Dealers Association called for automobile manufacturers to optimize rebate policies and shorten the rebate payment period to enhance dealer confidence and cooperation [13] - Chongqing's market regulatory bureau released new regulations for takeout services, requiring businesses without dine-in options to display food processing processes in real-time [14] - A 4.3 magnitude earthquake occurred in Guangdong, prompting the provincial earthquake bureau to initiate a level IV emergency response, although no casualties or property damage reports have been received [15] Group 4 - BYD is providing a rebate of 666 yuan per vehicle to its nationwide dealers, which may stimulate sales growth and boost dealer confidence [20] - Changan Automobile's controlling shareholder has changed its name to "Chen Zhi Automobile Technology Group Co., Ltd.", with no impact on shareholding structure or company governance [21] - Xiaomi's CEO Lei Jun expressed ambitions for the company's Yu7 model to challenge Tesla's Model Y in sales, highlighting confidence in product strength [22] Group 5 - The autonomous driving technology company WeRide has reportedly submitted a confidential application for a Hong Kong IPO, indicating the growing importance of autonomous driving technology in the capital market [23] - Ford is recalling nearly 200,000 electric vehicles due to potential door lock failures that could trap rear-seat passengers, with a software update expected to resolve the issue by September [27] - Tesla launched a pilot program for its Robotaxi service in Austin, Texas, allowing passengers to experience the service for a fixed fee of $4.20, marking a significant step towards the commercialization of autonomous driving technology [29][28] Group 6 - Hillhouse Capital is reportedly interested in acquiring Starbucks' China business, which has drawn attention in the market and could significantly impact Starbucks' competitive landscape in China [29]

本世纪初，中国制定了主导未来科技的计划。这个曾是自行车大国的国家，如今已成为全球电动汽车领 域的领军者。汽车行业分析师迈克尔·邓恩表示："在电动汽车领域，中国领先10年，且实力远超其他国 家。" 中国取得如此大的领先优势，得益于其能长期动员经济资源推进战略目标的实现。美国战略与国际问题 研究中心（CSIS）估计，自2009年至2023年底，中国在电动汽车领域投入达2310亿美元。从消费者、 汽车制造商到电池供应商等，涉及中国电动汽车行业的各个环节都有资格获得资金和支持。例如，比亚 迪被鼓励从生产智能手机电池转向专注于生产电动汽车；创立于2011年的宁德时代，如今已供应全球 1/3的电动汽车电池。迈克尔·邓恩说："如今，若你想制造一块用于电动汽车的电池，所有路径都会指向 中国。" 中国还建设了全球最大的公共充电网络，充电站集中在大城市，司机距离最近的充电站仅几分钟路程。 此外，CSIS的研究显示，中国政府资金的投入也让电动汽车在经济上更具吸引力。公众在将非电动汽 车置换为电动汽车时可获得补贴，还能享受免税政策和公共充电站的优惠电价。 虽然目前一些西方国家对中国制造的智能电动汽车及相关设备实施限制或禁令，但对于中 ...