说起来这30个国家也挺有代表性，欧盟27国一个不落全在列，再加上印度尼西亚、韩国和英国，针对的全是他们的不锈钢钢坯、不锈钢热轧板/卷。商务部 早在6月就把消息撒出去了，可西方那些媒体立马跳出来叫骂，说咱们搞"贸易保护主义"，歧视他们的产品，还说会搞坏投资环境。听听这叫什么话？真当 咱们是软柿子捏呢？这哪儿是保护主义，分明是正当反击，他们一个个的，没一个是冤枉的！ 这场持续了两个多月的关税争端，让世界大多数国家都意识到一个现实，目前中国在中美贸易摩擦中已经取得了主动权，特朗普在对中国加征关税的问题上 遇到了很大的困难。美国一直高喊要跟中国经济脱钩，可唯独不能离开"中国制造"的产品。另外，中国手里还握着一张关键牌，那就是对稀土等战略性矿产 的出口有管控政策。两国强硬对抗，受伤最严重的还是美国，特朗普也得想清楚再动手。 据中国新闻网报道，6月30日，商务部公布对原产于欧盟、英国、韩国和印度尼西亚的进口不锈钢钢坯和不锈钢热轧板/卷所适用反倾销措施的期终复审裁 定，自2025年7月起，对原产于欧盟、英国、韩国和印尼的进口不锈钢钢坯和不锈钢热轧板/卷继续征收反倾销税，实施期限为5年。 欧盟（资料图） 不过，我们并没有对欧 ...

近日，国家发展改革委、国家能源局等四部门联合印发《关于促进大功率充电设施科学规划建设的 通知》，稳步构建布局合理、品质升级、技术先进的大功率充电基础设施体系，适时打造一批具有 示范作用的大功率充电应用城市与高速走廊，力争到2027年底全国范围内大功率充电设施超过10 万台。文件的出台，是否意味着我国超充时代加速来临？ 随着暑假来临，高速也迎来暑期出行高峰。在苏浙皖三省交界处的浙江省长兴县境内，各条高速公 路车流量开始逐渐上升，G25杭宁高速、G50申苏浙皖高速的主线流量较平时增长约30%。国网长 兴县供电公司智电专职曾晓炜介绍，为了提高出行效率，当地高速供电等部门在沿线服务区新增了 多台大功率充电桩。 曾晓炜 ： 最近，我们在G50申苏浙皖交界处的"煤山服务区"新增了16台充电桩，其中包括14台 250KW的快充和2台600kW的超充桩。用超充电桩充电，一辆车充满电只需10分钟不到，相当于 车主上个厕所、喝杯咖啡，回来就充满了。为车主提供稳定、高效的充电服务，全力护航群众绿色 出行。 暑期出行高峰下，长三角高速服务区的充电基础设施升级正成为保障绿色出行的关键一环。而这一 场景，恰与国家推动大功率充电设施建设的 ...

期货热点追踪 橡胶期货价格上涨，电动汽车需求增加，但泰国橡胶产量预期增加，橡胶市场价格将如何变化？ 相关链接 ...

周一，在特斯拉首席执行官埃隆·马斯克宣布组建新政党后的首个交易日， 这家电动汽车公司 的股价下跌了近7%，市值损失逾680亿美元（合4879亿元人民币） 。 截至周一收盘，特斯拉股价下跌6.79%，报293.94美元，市值为9210亿美元。自去年12月创 下历史新高以来，该股已累计下跌约35%。今年以来，特斯拉股价累计下跌22%，是美股"科 技七巨头"中表现最差的。 据CCTV国际时讯，当地时间7月5日，马斯克与特朗普政府围绕日前生效的所谓"大而美"税收 与支出法案的矛盾再度升级。马斯克当天宣布成立一个独立于共和、民主两党的新政党 ——"美国党"，并声称该党将代表美国社会"80%的中间选民"，争取通过选举在国会中占得 一席之地。 当地时间7月6日下午，美国总统特朗普在被问及如何看待马斯克宣布成立新政党时表示，马 斯克"可以从中找点乐子"，但他认为这实属"荒谬"。 马斯克参与政治一直是投资者关注的焦点。马斯克曾担任美国政府效率部（DOGE）的负责 人，以帮助削减联邦开支。他在美国政府中所扮演的角色引发了诸多批评，并牵累特斯拉。 今年5月底，马斯克离开了美国政府，并宣布将全身心投入其旗下公司事务，这对特斯拉的股 ...

每经记者｜杨建 每经编辑｜彭水萍 （一）重要市场新闻 1、美股三大指数集体收跌，道指跌0.94%，纳指跌0.92%，标普500指数跌0.79%；美国将自8月1日起对 所有日本和韩国产品征收25%关税，在美上市的日本、韩国公司股票走低，日产汽车跌超7%，丰田汽 车跌近4%，韩国SK电信跌超7%；大型科技股多数下跌，特斯拉跌超6%，苹果、谷歌跌超1%。中概股 涨跌互现，纳斯达克中国金龙指数涨0.59%；哔哩哔哩涨超7%，百度涨近4%，阿里巴巴跌超2%。 点评：内存原厂有意扩大售价涨幅。在厂商产能尚无法完全衔接，且部分厂商产品容量较小、无法满足 客户需求规格的情况下，短期内DDR4仍将供不应求。目前DDR4均优先满足服务器需求，对消费端应 用的供货有限，加上消费端订单规模较小，买方缺乏议价优势，预计第三季消费DDR4价格将季增40% 至45%。长期来看AI高景气有望推动中长期需求向上。国内厂商针对企业级闪存模组&内存模组国产化 均有一定进展，产业链公司望迎来机遇。概念股包括同有科技、朗科科技、兆易创新等。 3、国家发展改革委办公厅等四部门发布关于促进大功率充电设施科学规划建设的通知，其中提出，因 地制宜、适度超前、 ...

Core Viewpoint - Elon Musk announced the formation of a new political party called "American Party," which has drawn criticism from former President Donald Trump, who believes that a third party would only create chaos in the existing two-party system [1][3][5]. Group 1: Political Developments - Trump's response to Musk's announcement was dismissive, stating that the U.S. operates best under a two-party system and that third parties have historically failed [3][5]. - Trump expressed concern over Musk's political ambitions, suggesting that they could undermine his business responsibilities, particularly in relation to Tesla and SpaceX [5][6]. - The Democratic Party appears to welcome the rift between Trump and Musk, viewing it as a sign of disarray within Trump's political faction [6]. Group 2: Business Implications - Azoria Partners, an investment company planning to launch a fund related to Tesla, announced a delay in their project due to Musk's political involvement, indicating a conflict with his role as CEO [5]. - U.S. Treasury Secretary Janet Yellen commented on Musk's unpopularity in polls, suggesting that his companies' boards might prefer him to stay away from politics [5]. - Musk previously invested nearly $300 million to support Trump's 2024 campaign, highlighting the complex relationship between Musk and political figures [5].

Core Insights - The article discusses the shift of Gulf countries' investments from Western markets to China, driven by geopolitical uncertainties and the need for economic diversification [1][2][5] Group 1: Investment Trends - Gulf countries are experiencing a significant inflow of capital into the Chinese market, with over $33 billion in net inflows reported in May [1] - Sovereign wealth funds from the Gulf region, such as the Abu Dhabi Investment Authority and Saudi Public Investment Fund, are increasing their allocations to Chinese stocks and bonds [1][2] - By the end of 2023, the total assets of sovereign wealth funds in the six Gulf countries are projected to reach $4 trillion [2] Group 2: Motivating Factors - The transition of the U.S. to a net oil exporter in 2018 has altered the energy market dynamics, prompting Gulf countries to seek new investment opportunities [2] - There is a growing recognition among Gulf nations that collaboration with China can help achieve stability and economic development [2] - The need for Gulf countries to find buyers for oil and gas, along with the desire to attract Chinese enterprises for economic transformation, is driving this investment shift [2][5] Group 3: Areas of Investment Interest - Gulf investments in China are primarily focused on four sectors: high technology and digital economy, renewable energy and green industries, manufacturing and infrastructure, and cultural and educational cooperation [4] - Specific examples include Saudi Aramco's collaboration with Chinese firms in green energy projects and significant investments in AI and semiconductor industries by Gulf funds [4][5] Group 4: Economic Transformation - Gulf countries are undergoing economic transformations to reduce reliance on oil, with significant investments directed towards sectors like AI and renewable energy [5][6] - The collaboration with China is seen as a crucial element in achieving these transformation goals, providing diversification and technological support [6][7] Group 5: Future Cooperation - There are numerous opportunities for collaboration between Gulf countries and China in the next 3 to 5 years, particularly in electric vehicles and renewable energy [6] - Experts emphasize the importance of understanding each other's development goals and establishing institutional frameworks to facilitate long-term cooperation [7]

Core Viewpoint - The Bloomberg Electric Vehicle Price Return Index has decreased by 1.37%, closing at 2458.70 points, marking a second consecutive day of decline as of 21:30 Beijing time on the opening of US markets [1] Group 1: Market Performance - The index experienced a gap down at the market open, indicating a bearish sentiment [1] - Component stocks generally fell, with notable declines including Plug Power down 6.80%, Tesla down 6.79%, and American Battery Technology down 3% [1] - Other companies such as MP Materials, Rivian, and Lucid Group saw declines ranging from 2.54% to 2.31% [1] Group 2: Positive Performers - In contrast, Zeekr's ADR rose by 0.04%, while Hong Kong-listed Geely Automobile Holdings increased by 0.49% [1] - NIO Group and XPeng Motors saw gains of 0.56% and 2.68% respectively, with Li Auto up by 2.80% [1] - Zhejiang Leapmotor Technology experienced the highest increase among the mentioned companies, rising by 5.28% [1]

【DT新材料】 获悉，7月7日， 江来先进制造技术（安徽）有限公司 （以下简称江来公司）宣布注销，与蔚来此前获得 独立生产资质有关。 国家企业信用信息公示系统显示，近日，江来公司新增1条注销备案公告，提及注销原因为决议解散，公告期自2025年6 月10日起至2025年7月24日止。 江来公司的注销，印证了蔚来与江淮汽车在制造层面的合作终止： 蔚来与江淮汽车在制造层面的合作始于2016年。彼时，双方达成协议，蔚来旗下车型由江淮汽车代工生产，尾部需贴 有"江淮汽车"的标识。 虽然当前蔚来与江淮汽车在制造层面的合作已经结束，但是不影响双方在智能电动汽车领域的其他层面合作： 2024年，蔚来与江淮汽车签署换电战略合作框架协议，以持续深化换电业务的合作。 说明： 本文部分素材来自于蔚来汽车 及网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞 同或支持。如果有任何问题，请联系我们：15355132586（微信号：dtmaterial） 2021年，蔚来与江淮汽车签署合资意向书，在新能源汽车制造合作的基础上，进一步实施资本层面的合作。 2021年，蔚来与江淮汽车联合成立江来公 ...

| 中概股逆势走强。 | | --- | 当地时间7月7日，美股三大股指集体低开，截至发稿，道指跌0.31%，标普500指数跌0.39%，纳指跌0.55%。 | 0 ~ ■ 03 | 价格 = | 涨跌幅 ◆ | | --- | --- | --- | | 道琼斯指数 | 44691.27 | -0.31% | | .DJI | | | | 标普500指数 | 6254.55 | -0.39% | | .SPX | | | | 纳斯达克综合指数 | 20488.68 | -0.55% | | .IXIC | | | | 纳斯达克中国金龙指数 | 7500.74 | +1.53% | | .HXC | | | 关税消息仍然是投资者关注焦点。美国总统特朗普当地时间6日在社交媒体发文说，美国政府将于当地时间7日中午12时起公布与贸易伙伴的关税信函或关税 协议。特朗普此前表示，拟于8月1日起对部分国家的商品实施最高达70%的关税措施。 此前，当地时间5日，马斯克与特朗普政府围绕日前生效的"大而美"税收与支出法案的激烈矛盾再度升级，马斯克宣布成立一个独立于共和、民主两党的新政 党——"美国党"，并声称该党将代表美国社会 ...