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 ...

Group 1 - Tesla leads the gains among component stocks with an increase of 8.23% [1] - Li Auto (Hong Kong stock) rose by 5.49% [1] - Xpeng Motors (Hong Kong stock) increased by 2.62%, ranking third in performance [1] - Yabao saw a rise of 2.05% [1] - Geely Automobile Holdings (Hong Kong stock) increased by 1.85% [1] - Yadea Group (Hong Kong stock) rose by 1.49% [1] - Zhejiang Leapmotor Technology (Hong Kong stock) increased by 1.21%, ranking seventh [1] Group 2 - Lucid Group experienced a decline of 1.37%, ranking fourth from the bottom [1] - Proterra saw a drop of 1.80% [1] - MP Materials decreased by 3.13% [1] - Umicore (European stock) fell by 3.23% [1]

据气候新闻网站Heatmap披露，IRA原法案为关键矿物精炼或回收成本提供10%的永久性税收抵免，但参议院草案规定该抵免将从2031年开始逐步取消 ——2031年抵免比例降至75%，2032年减半，2034年完全终止。这意味着美国将失去对多种关键矿物生产的永久性税收支持，严重影响矿物加工和精炼项 目的融资可行性。 或致数十万岗位流失 【EnergyNews网 6月20日报道】 美国拟取消清洁能源补贴 美国参议院财政委员会近日提出一项立法草案，拟大幅削减或终止《2022年通胀削减法案》（IRA）中针对清洁能源、太阳能电池板、电动汽车等提供的 主要税收抵免政策。根据《纽约时报》报道，该提案将在180天内取消消费者购买电动汽车的7500美元税收抵免，同时终止热泵等家庭能源产品的补贴。 屋顶太阳能电池板的税收抵免也将在法案通过六个月后失效。 美国清洁能源协会首席执行官杰森·格鲁梅特警告称，该法案"将导致家庭电费上涨，并威胁全美数十万个就业岗位"。他预测"高薪工作岗位、技术创新和 人工智能数据中心将因此流向海外"。根据草案设计，联邦政府对风能、太阳能的税收抵免将快速退坡——企业仅在未来六个月内开工的项目能获得全额 抵免 ...

Group 1 - The core viewpoint is that Senate Republicans are unable to force the U.S. Postal Service to eliminate electric vehicles and charging equipment from tax and budget proposals [1]

"在评论任何事情之前，让我们先等待外交部或马斯克本人的声明。"佩斯科夫说。 另据俄罗斯"纽带"新闻网报道，佩斯科夫还表示，"马斯克为什么要寻求政治庇护？也许这是个谣言？"他还 说，这个问题甚至 "连阴谋都算不上"。 扎哈罗娃当日对媒体回应称："你应该联系那些抛出这些言论并大力宣传的人，除了互联网上的材料外，我没 有任何关于此事的信息。" 俄罗斯回应了。 近日，俄罗斯国家杜马副主席、俄新人党籍议员达万科夫称，特斯拉CEO马斯克正向俄罗斯寻求政治庇护。当 地时间6月20日，俄罗斯总统新闻秘书佩斯科夫、俄罗斯外交部发言人扎哈罗娃对此分别作出回应。佩斯科夫 表示："在发表任何评论之前，我们应该先等待俄外交部或马斯克本人的声明。也许这是个谣言？" 与此同时，特斯拉最新披露的资本支出也引发关注。6月21日，特斯拉宣布，公司一直专注于投资美国的制造 业和基础设施建设。截至今年年初，公司已投资约440亿美元（约合人民币3159亿元）的资本支出。仅在上一 财年，特斯拉就投资了约100亿美元资本支出，并计划在本财年再投资约80亿美元 马斯克寻求政治庇护？ 6月21日，据环球网综合俄新社、塔斯社20日报道，克里姆林宫发言人、俄罗斯 ...

智通财经APP获悉，美国公路安全监管机构正在审查特斯拉(TSLA.US)就其自动驾驶出租车(Robotaxi)在 恶劣天气条件下的安全性问题所给出的答复，该机构于周五表示，此举是基于其计划于本周末尽快部署 这些车辆的安排。据社交媒体上的帖子和电子邮件截图显示，特斯拉已向一小部分人员发出邀请，让他 们参加在得克萨斯州奥斯汀进行的有限测试，该测试初步定于周日开始。 NHTSA 的信函要求特斯拉描述其打算如何确保在低能见度条件(如阳光眩光、雾、扬起的灰尘、雨或 雪)下自动驾驶操作的安全性。该机构还想了解，在行驶过程中如果遇到视线不佳的情况会怎样处理。 特斯拉首席执行官埃隆·马斯克曾表示，在此次试验中他将把重点放在安全性上，届时会由人类远程监 控车辆。 自去年 10 月以来，NHTSA 一直在调查特斯拉在低能见度条件下发生的完全自动驾驶事故。此次调查 涵盖了 240 万辆配备了完全自动驾驶技术的特斯拉车辆，此前已发生了四起事故，其中包括一起发生在 2023 年的致命事故。 该机构在 5 月表示，正在寻求有关特斯拉开发自动驾驶出租车的更多信息，"以评估特斯拉系统在低能 见度条件下的反应能力"以及有关自动驾驶出租车部署计 ...

双方一致同意，应共同努力，相向而行，为中欧今年重要议程做好经贸准备，推动中欧经贸关系健康稳 定持续发展。 一直与欧方保持各层级密切沟通 19日，在商务部例行记者会上，对于"欧盟因贸易争端进展缓慢，已拒绝在下个月的中欧领导人会晤之 前举行中欧经贸高层对话"的提问，商务部新闻发言人何亚东表示，中欧互为主要贸易伙伴，中方高度 重视中欧经贸关系，一直与欧方保持各层级密切沟通，推动双边贸易投资合作健康稳定发展，加强在世 贸组织等多边领域的立场协调，致力于通过对话协商，妥善解决经贸摩擦。 双方一致同意，应共同努力，相向而行，为中欧今年重要议程做好经贸准备，推动中欧经贸关系健康稳 定持续发展。 据商务部网站消息显示，6月19日，商务部部长王文涛与欧盟委员会贸易和经济安全委员谢夫乔维奇举 行视频会谈，双方就电动汽车反补贴案等贸易救济案件、出口管制、市场准入等经贸议题进行了深入、 专业的磋商。 "我们希望欧方恪守市场开放承诺和世贸组织规则，为中国企业提供公平、透明、非歧视的营商环境， 推动中欧经贸关系健康稳定发展。中方将坚决维护中国企业的正当合法权益。"郭嘉昆强调。 据商务部网站消息，此前有媒体报道，欧盟成员国依据《国际采购工 ...

日前，中国电动汽车充电服务公司能链智电（NASDAQ:NAAS)宣布因未按时提交2024年年度报告，被 纳斯达克发出不合规通知。若无法在今年11月11日前恢复合规，可能面临退市。 该通知表明，能链智电公司不符合纳斯达克上市规则5250(c)(1)，该规则要求及时向美国证券交易委员 会提交定期财务报告。本通知对能链智电在纳斯达克的上市或交易没有立即影响。 根据纳斯达克上市规则，公司自通知之日起有60个日历日提交合规计划。如果被纳斯达克接受，能链智 电可以从年度报告的原始到期日起最多延长180个日历日，或延长至2025年11月11日，以恢复合规。 能链智电表示，公司完全致力于迅速解决这一问题，以恢复符合纳斯达克的上市要求。公司正努力在合 理可行的情况下尽快完成并提交其年度报告。 这份迟到的财报，让市场对能链智电的真实经营状况产生了诸多疑虑。尽管公司未公开解释财报延迟的 原因，但这一事件暴露出企业在信息披露机制上的短板。对于依赖资本市场融资的新能源企业而言，如 何建立稳定的投资者信任成为关键挑战。 因此，能链强调，除了适应不断变化的市场环境和需求，包括技术发展和竞争格局变化外，公司还要提 高运营效率、留存和扩建公司 ...

Core Viewpoint - The discussion highlights the contrasting approaches of Western countries, particularly the U.S., and China in the fields of life sciences and biotechnology, with the former retreating from cross-border collaboration while the latter makes significant advancements [1][2]. Group 1: China's Advancements in Life Sciences - China is developing drugs and therapies based on independent innovation and a local life sciences ecosystem, which is not surprising given its population of 1.4 billion and its share of 26% to 27% of global cancer cases [2]. - The first generation of Chinese biotech companies primarily served as Contract Research Organizations (CROs), but their innovation capabilities are continuously improving [2]. - The key questions raised include how China will innovate, how it will dominate the field, and whether the U.S. and other countries are willing to participate in this evolution [2]. Group 2: U.S. Perspective and Concerns - The U.S. is broadening the concept of "national security," which may lead to a loss of cross-border innovation, particularly in biotechnology and life sciences [2]. - There is skepticism in Washington regarding China's scientific achievements, with concerns that any breakthroughs may be viewed as theft or fraud rather than genuine innovation [2]. Group 3: Misconceptions about China - The perception of China as merely a "textile factory" is outdated; instead, it is rapidly advancing in electric vehicles, batteries, and transformers [3]. - Shenzhen's hardware ecosystem is highlighted as a unique model that allows for rapid prototyping, manufacturing, and innovation, which is difficult to replicate elsewhere [3][5]. - The "China +1" strategy indicates that Chinese companies are expanding internationally while bringing their multinational partners along, further enhancing their global presence [3]. Group 4: Competitive Landscape - Taiwan excels in hardware but lacks in software integration, which poses challenges in competing with mainland China [5]. - The ability of Shenzhen to quickly iterate on product designs and integrate hardware and software effectively positions China as a leader in advanced manufacturing and automation [5]. - Other countries have attempted to replicate China's manufacturing success but have not achieved similar results, indicating China's continued dominance in this area [5].