关注、加星，第一时间接收推送！ 文 | 赵伟、陈达飞、赵宇 联系人 | 赵宇 削减支出方面，参议院加大医疗等福利支出削减力度、加快退出风电等新能源补贴。 医疗补助削减规模 从8000亿美元扩大到9300亿美元，或使1030万名低收入人群失去保障；食品券支出收紧；9月30日起取消 新能源购车抵免；为安抚农村票仓，新增250亿农村医院基金。 报告正文 2025年7月2日，《美丽大法案》在参议院以51比50的微弱优势获得通过。法案包括哪些内容？《美丽大 法案》的经济影响有多大？ 一、《美丽大法案》立法进展？参议院投票通过，立法进入冲刺阶段 《美丽大法案》已通过参议院投票环节，立法进入冲刺阶段。 北京时间2025年7月2日，《美丽大法案》 在参议院以51比50的微弱优势获得通过。三名共和党参议员柯林斯、蒂利斯、保罗因医保支出、债务上 限等问题与47名民主党人共同投票反对，副总统万斯投出关键一票。 流程上，法案仍需众议院审核，法案内容存在进一步修改的可能。 后续立法流程为：众议院规则委员会 审议→辩论→众议院投票→总统签署生效。预计众议院最早于美国时间7月2日上午审议该法案。若众议 院否决参议院的修改，则可能需进一步谈 ...

Group 1: Legislative Impact - The "Big and Beautiful" bill, proposed by Trump, plans to reduce taxes by $4 trillion over the next 10 years, significantly impacting the U.S. tax system [1][3] - The bill is expected to increase the federal government's debt by nearly $3.3 trillion over the next decade, exacerbating the already high debt levels [3][4] - The bill primarily benefits the wealthiest Americans while cutting healthcare and social welfare for low-income families, leading to a projected 4% income reduction for the poorest households [4][7] Group 2: Tesla's Position - Tesla, a key player in the electric vehicle market, has historically benefited from consumer tax credits, which are set to be eliminated under the new bill, potentially costing the company about $1.2 billion annually [3][4] - The cancellation of tax incentives could hinder consumer demand for electric vehicles, negatively affecting Tesla's sales performance and market position [7][9] Group 3: Political Dynamics - Musk's opposition to the bill has led to a public confrontation with Trump, who perceives Musk's criticism as a challenge to his political authority [6][9] - Trump's response includes insinuations that Musk's opposition is driven by self-interest due to his company's reliance on government subsidies [6][9] - The internal divisions within the Republican Party regarding the bill could impact their unity and voter support in upcoming elections [7][9] Group 4: Broader Economic Implications - The increase in U.S. debt from the bill could lead to instability in global financial markets and affect the credibility of the U.S. dollar [9] - The hindrance of the U.S. renewable energy sector may slow down global energy transition efforts, providing opportunities and challenges for other countries in the renewable space [9]

Group 1 - TikTok is enhancing its presence in Latin America, emphasizing the need for localized systems to overcome barriers in logistics, payments, regulations, and culture for sustainable growth in this market [2] - The Chinese cross-border e-commerce platforms are competing to tap into the next trillion-dollar market by establishing localized capabilities [2] Group 2 - The Chinese Ministry of Commerce is promoting the healthy and orderly development of the second-hand car export market, with a focus on quality and safety [9] - In the first five months of 2024, Shenzhen exported electric vehicles worth 11.18 billion yuan, marking a year-on-year increase of 16.7% [9] - A new automotive logistics route has been established between China and the UAE, facilitating the export of nearly 4,000 domestic vehicles [9] Group 3 - Indonesia and Saudi Arabia signed cooperation agreements worth $27 billion, covering various sectors including clean energy and healthcare [10] - Alibaba Cloud plans to invest over 400 million yuan to support international partner ecosystem development, focusing on market activities and training [10] - Siemens announced that the U.S. has lifted export restrictions on chip design software to China, allowing full access for Chinese customers [10]

Group 1 - The article emphasizes that the U.S. needs to adopt a unique industrial policy inspired by China's successful economic organization and mobilization strategies to compete effectively in manufacturing [1][2] - It highlights the long-standing perception of the U.S. as a major consumer and China as a major producer, with both countries now attempting to shift towards each other's roles [1] - The article points out that the U.S. faces a significant shortcoming in "scale," which hampers efficiency and productivity, suggesting that collaboration with allies is essential to address this issue [1][2] Group 2 - The article discusses China's remarkable achievements in electrification, particularly through the development of a comprehensive supply chain for electric vehicles, which includes investments in power infrastructure and advanced technologies [2][4] - It notes that China's vertical integration in manufacturing allows for rapid product iteration, cost reduction, and efficiency, resulting in significantly lower prices for solar panels compared to the U.S. and Europe [4][6] - The Chinese government's coordinated efforts in innovation and deployment have led to accelerated development cycles in energy technologies, exemplified by the swift commercialization of advanced nuclear reactors [6] Group 3 - The article highlights the importance of regional industrial clusters in China's manufacturing success, where companies benefit from shared resources and reduced transaction costs [7][9] - It provides an example of the Pearl River Delta, where government initiatives have attracted suppliers and manufacturers, leading to a concentration of high-value production [7] - The collaboration between local governments and electric vehicle manufacturers in cities like Hefei has resulted in the establishment of integrated supply chain ecosystems, drawing significant investments from global automakers [9]

phone of the company of the late l 一向能够制造热点的特斯拉，近日迎来高层管理人员重大调整。 据外媒报道，特斯拉负责北美和欧洲业务的运营副总裁奥米德・阿夫沙尔（Omead Afshar）从公司离职后，马斯克亲自接手其业务，并任命特斯拉高级 副总裁朱晓彤负责特斯拉全球制造业务、以及朱晓彤之前负责的亚太地区的销售运营。 这次的高管人事变动，能否挽救特斯拉下滑的销量，成为热议的话题。 高管变动为哪般 拯救销量，无疑也是特斯拉的目标。 而此次升职的朱晓彤，堪称特斯拉的"救火队长"，其在中国市场业绩突出：早期积极拓展充电网络，并主导了上海超级工厂的快速建设，成功解决了当 时的产能瓶颈。 而离职的阿夫沙尔曾是马斯克的亲密战友。他在2017年加入特斯拉，当时公司正准备全面量产Model 3。阿夫沙尔曾在社交平台发文称："在Model 3的 地狱时刻，我几乎每天都和马斯克一起工作。这包括感恩节、圣诞节、新年前夜、他的生日等……" 去年10月份，阿夫沙尔晋升为特斯拉北美和欧洲销售及制造运营的负责人。当时，因电动汽车需求下滑，马斯克对欧美业务进行调整，任命阿夫沙尔负 责该业务。短短8个月后，阿夫 ...

【环球网财经综合报道】随着稳增长政策密集落地并显效，中国经济在经历关税风波后迅速回稳，展现 出强大的韧性，多家外资机构纷纷上调了中国经济增长预期。 近期，制造业采购经理指数（PMI）、非制造业商务活动指数、中小企业发展指数、税收数据等先行指 标表明，中国经济顶住压力运行平稳，长期向好的基本面未变。6月份，制造业PMI为49.7%，比上月上 升0.2个百分点；非制造业商务活动指数为50.5%，比上月上升0.2个百分点；综合PMI产出指数为 50.7%，比上月上升0.3个百分点，企业生产经营活动总体扩张有所加快。 在外部贸易环境阶段性向好及国内稳增长政策加力背景下，摩根大通将2025年中国经济增速预测上调 0.7个百分点。摩根大通中国首席经济学家朱海斌指出，中国巨大的市场潜力备受国际市场关注，创新 领域信心加速恢复，国内结构性再平衡政策是稳住全年经济的关键。高盛预计今年上半年中国GDP增速 达5.2%，并将2025年全年GDP增速预测上调0.6个百分点，认为出口与部分制造业投资超预期，宏观经 济增长动能正从出口拉动向内需转换。德意志银行将2025年中国GDP增长预测上调0.2个百分点至 4.7%，摩根士丹利也上调 ...

Group 1 - The city has released 96 local standards, including 69 new and 27 revised standards, aimed at enhancing digital economy and urban safety [1][2] - The newly established "Automated Driving Map Data Exchange and Service Interface Specification" fills a gap in domestic standards for automated driving map data sharing, facilitating efficient data sharing among map providers, car manufacturers, and users [1] - The revised "Electric Vehicle Charging Infrastructure Planning and Design Standards" mandates 100% construction of charging infrastructure in new residential projects, optimizing charging facility requirements for various public buildings [2] Group 2 - The "Information Security Technology Requirements for Protection and Assessment of Important Information Infrastructure" is the first local standard in the city focusing on the security of important information infrastructure, proposing enhanced security measures [1] - The revised "Residential Property Service Standards" introduces rigid and flexible indicators for service quality, allowing homeowners to select standards based on their needs, promoting personalized property management services [2] - New standards include the first health examination quality control specification in the Beijing-Tianjin-Hebei region and the first local standard for medical security at large events [3]

Group 1 - Beijing has released 96 local standards, including 69 new and 27 revised, covering areas such as autonomous driving, information security, and electric vehicle charging [1][2] - The new standard for autonomous driving establishes basic requirements for map data exchange, filling a gap in domestic standards and facilitating efficient data sharing among map providers, automakers, and users [1] - The information security standard is the first local standard for the protection of important information infrastructure in Beijing, outlining enhanced security protection and assessment requirements [1] Group 2 - The revised standard for electric vehicle charging infrastructure emphasizes planning and design for new residential projects, ensuring that parking spaces meet safety requirements for direct electrical connections [2] - The standard also optimizes requirements for public buildings such as offices, commercial spaces, schools, and hospitals, updating the proportion of parking spaces that must have direct charging facilities [2] - It includes planning and design requirements for fast and ultra-fast charging stations [2]

Group 1 - Xiaomi is preparing to expand its electric vehicle production capacity by deploying 1,000 robots in its factory to meet high demand for its electric vehicles [1] - The only electric vehicle factory owned by Xiaomi is located in Beijing, covering an area of 720,000 square meters, which includes a sales store, a delivery center, and a testing track [2] - Xiaomi's factory utilizes integrated die-casting technology, allowing for the production of large body components in a single piece, significantly reducing production time [2] Group 2 - The factory's automation enables the completion of a new vehicle every 76 seconds, achieving a daily output of approximately 1,000 vehicles [5] - Despite the high production rate, the current delivery cycle for the Xiaomi SU7 is over 30 weeks, and the launch of the YU7 model has further challenged production capacity [5] - Xiaomi has invested approximately 640 million RMB to acquire 500,000 square meters of land for a third factory, indicating plans for further capacity expansion [7] Group 3 - The YU7 model is expected to become a blockbuster product, potentially rivaling Tesla's Model Y, with a record order volume of 200,000 units in just three minutes [7] - In less than nine months, the Xiaomi SU7 sold 256,000 units, surpassing the Tesla Model 3's sales of 200,000 units in China [7] - Xiaomi's founder, Lei Jun, stated that the YU7 will be positioned as a competitor to Tesla's models, with a slightly lower price point [7]

Group 1 - The China Securities Regulatory Commission emphasizes strengthening the A-share market's attractiveness and competitiveness through regulatory reforms and investor protection [2] - The macroeconomic resilience of China is recognized, with foreign assets becoming increasingly attractive amid global market fluctuations [3] - The real estate market shows a divergence in new and second-hand housing prices, with new homes experiencing a slight increase while second-hand homes continue to decline [4] Group 2 - The People's Bank of China introduces new regulations requiring cash transactions over 100,000 yuan for precious metals and gemstones to be reported, aiming to combat money laundering [5][6] - A new batch of Qualified Domestic Institutional Investor (QDII) quotas has been released, allowing 82 institutions to share a total of 30.8 billion USD, indicating a growing demand for overseas investments [7] - Tesla reports a 13.5% year-on-year decline in global vehicle deliveries for the second consecutive quarter, raising concerns about its market performance [13] Group 3 - The steel and photovoltaic sectors are initiating capacity reduction measures in response to "involution" competition, with major companies announcing collective production cuts [10] - Insurance companies are increasingly investing in high-dividend assets through OCI accounts to stabilize profits and adapt to a low-interest-rate environment [11][17] - The electric vehicle market sees significant growth, with Foton Motor reporting a 150.96% increase in new energy vehicle sales in the first half of the year [24]