Group 1 - The international standard IEC 62840-2:2025 CMV for electric vehicle battery swapping systems has been officially released, marking a significant step towards the standardization and safety of the global electric vehicle battery swapping industry, and recognizing China's technological solutions in the new energy vehicle sector [1][4] - The standard focuses on the safety of battery swapping systems, ensuring the safety of personnel and equipment during the battery swapping process, and is applicable to electric vehicle battery swapping systems connected to the power supply network [4] - The new standard includes safety requirements for portable battery swapping systems and expands its scope to light vehicles, covering scenarios for two-wheeled and three-wheeled electric vehicles, enhancing interoperability requirements and reinforcing electrical, mechanical, and data safety protections [4] Group 2 - The standard was published by the International Electrotechnical Commission (IEC) in a commentary version (CMV), facilitating quick understanding and comparison of version differences for users, and aiding in the consistent testing of battery swapping products for entry into different national markets [5] - The company actively participated in international standardization collaboration during the standard's preparation, with experts contributing technical solutions to help reach a consensus among global experts [5] - The company aims to leverage the release of this standard to strengthen the integration of "standards-research-development-industry," enhancing China's influence in global standard governance and contributing to global energy transition and low-carbon transportation development [5]

内容转载自「腾讯科技」， 作者海伦 英伟达CEO 黄仁勋身着一身传统唐装，出现在了昨天的 中国国际供应链博览会 开 幕式 上 ，同时 举行了媒体见面会。 这是2025年以来，老 黄的第三次访华。 黄仁勋 表示 ， 此次 来华 有 两大 观察 ： 第一是中国的供应链高度发达，整体基础设施完善、生 态系统成熟、技术先进、制造规模庞大等方面，给他留下了深刻印象。 第二，今年参展企业遍布全 球技术生态，这充分反映了全球供应链的高度相互依存。 黄仁勋也特别指出，技术生态的互联互通 已成为产业演进的关键议题。 黄仁勋来华的"小目标" 问： 这是你今年第三次来中国， 此次 对 主要目的是什么？ 黄仁勋： 我本来希望能用普通话做一次演讲，但我的普通话水平还不够好。但我会继续设定目标， 努力提升，争取下次能用普通话发言。这次我受邀参加了中国国际供应链博览会开幕式，这个活动 非常重要，涵盖了多个方面。 针对中国厂商开发CUDA兼容平台的现象， 黄仁勋表示： 不介意兼容， CUDA 其实 本身 就 是比 较开放的 。黄仁勋还调侃道： " 如果你开发兼容 （英特尔） X 86 架构 的产品，他们可能会不 满。但如果你开发兼容CUDA ...

Group 1 - The core issue arises from a conflict between the Biden administration's reduction of renewable energy subsidies and Elon Musk's criticism of the government, leading to a significant drop in Tesla's stock value and market capitalization [1][3][5] - The White House's actions, including the suspension of contracts with the Pentagon and NASA, have caused widespread concern among Tesla's partners and investors, resulting in a reevaluation of collaborations [3][5][7] - Musk's response includes a shift in investment focus away from the U.S. towards markets in the Middle East and Asia, indicating a potential capital flight from the U.S. tech sector [7][9][15] Group 2 - The political landscape is shifting, with divisions within the Republican Party regarding Musk's influence and the government's response to his actions, leading to a potential "tech cold wave" and investment confidence crisis [9][10][17] - Musk is attempting to establish a new political platform independent of the traditional two-party system, which has garnered support from various sectors, including tech entrepreneurs [13][19][22] - The conflict has prompted a reevaluation of the relationship between business and politics, with implications for future governance and the definition of power in the U.S. [12][22]

Core Insights - Huang Renxun, CEO of Nvidia, emphasized the importance of China's innovation and its role in global AI development during his speech at the China International Supply Chain Promotion Expo [1][3] - Nvidia's revenue from the Chinese market is projected to reach $17.1 billion in 2024, accounting for 13% of its total global revenue [6] - Huang highlighted the rapid innovation in AI driven by Chinese developers and entrepreneurs, with over 1 million developers engaged in the field [4] Group 1: Nvidia's Engagement in China - Huang Renxun has made multiple visits to China this year, indicating the strategic importance of the Chinese market for Nvidia [5] - During his recent visit, he expressed excitement about resuming shipments of the H20 chip to China after receiving export licenses from the U.S. government [7] - Nvidia's H20 chip previously accounted for 80% of its revenue in China, with orders amounting to $16 billion in the first three months of 2025 [7] Group 2: Recognition of Chinese Companies - Huang praised 11 Chinese companies, including Tencent and Alibaba, for their contributions to AI innovation [4] - He described China's open-source AI as a catalyst for global progress, allowing various countries and industries to participate in the AI transformation [3] Group 3: Cultural Engagement and Image - Huang's choice of attire, transitioning from leather jackets to a traditional Tang suit, reflects a strategic approach to cultural engagement in China [10][11] - His attire change is seen as a form of "clothing diplomacy," enhancing his connection with the Chinese audience during significant events [11]

Core Viewpoint - Shandong's export performance in the first half of 2025 shows strong growth in "new three types" products, despite challenges from international trade protectionism, indicating a positive trend in the province's foreign trade development [3][4]. Group 1: Export Performance - In the first half of 2025, Shandong's "new three types" products exported amounted to 6.06 billion yuan, representing a year-on-year increase of 12.2% [3]. - Exports of "new three types" products to countries involved in the Belt and Road Initiative reached 4.98 billion yuan, accounting for 82.1% of the total export value [3]. - The top three export markets for Shandong's "new three types" products were Chile, ASEAN, and the UAE, with export values of 1.29 billion yuan, 800 million yuan, and 660 million yuan, reflecting growth rates of 280.4%, 152.5%, and 165.9% respectively [3]. Group 2: Product Structure - Electric vehicle exports totaled 21,300 units, increasing by 66.1%, with a value of 4.1 billion yuan, marking a growth of 173.8% and accounting for 67.5% of the total export value of "new three types" products [4]. - Lithium battery exports were valued at 1.24 billion yuan, representing 20.4% of the total, while photovoltaic product exports reached 730 million yuan, making up 12.1% [4]. Group 3: Contribution by Enterprises - Private enterprises contributed 64.2% of the export value of "new three types" products, while state-owned and foreign-invested enterprises accounted for 32.1% and 3.7% respectively [4]. - The number of private enterprises with export achievements in "new three types" products reached 1,463, a year-on-year increase of 10.6%, representing 97.2% of the total number of exporting enterprises in this category [4]. Group 4: Industry Clusters - Various regions in Shandong have developed distinctive industrial clusters, with electric vehicles in Qingdao, Liaocheng, and Zibo, lithium batteries in Zaozhuang and Tai'an, and photovoltaic products in Dezhou and Linyi gaining recognition in international markets [4].

继去年8月19日北向资金数据改为季度披露后，沪深交易所于近日披露了二季度北向资金数据，让我们 得以一探北向资金在A股的动向。 数据显示，北向资金已经连续两个季度加仓A股，这在一定程度上代表外资正以"真金白银"不断加码中 国市场，展现了对中国市场未来发展的信心。 北向资金数据披露 近日，沪深交易所披露北向资金上半年的数据，相关资金持仓情况浮出水面。 数据显示，截至二季度末，北向资金持仓市值2.29万亿元，较一季度末的2.24万亿元增加532亿元，增长 2.4%；较去年年末的2.21万亿元增加855亿元，增长3.9%。持股数量方面，截至二季度末，北向资金持 股1235亿股，较一季度末的1197亿股增加38亿股，增长3.2%；较去年末的1232亿股增加3亿股，增长 0.2%。 具体来看，截至二季度末，北向资金持仓市值最高的五大行业分别为电池、半导体、白酒、股份制银行 和白色家电。其中，与一季度加仓方向主要为科技与消费相比，二季度科技行业热度继续保持，但消费 股持股市值出现减少。此外，银行和黄金股也受到了北向资金的重点关注。相较2024年末，2025上半 年，北向资金对于股份制银行和工业金属的持仓市值分别增加了213 ...

记者丨 倪雨晴 张旭 编辑丨张伟贤 英伟达CEO黄仁勋今年第三次访华，抢占了各大媒体的头版头条。 黄仁勋北京演讲完整版视频 7月16日，英伟达创始人兼CEO黄仁勋在链博会期间接受了21世纪经济报道等媒体采访，对中 国市场、H20、华为、贸易政策、市值突破等话题进行了全面的回应。 （详见→） 黄仁勋表示，此次来华有两大观察：第一是中国的供应链高度发达，整体基础设施完善、生态 系统成熟、技术先进、制造规模庞大等方面，给他留下了深刻印象。第二，今年参展企业遍布 全球技术生态，这充分反映了全球供应链的高度相互依存。黄仁勋也特别指出，技术生态的互 联互通已成为产业演进的关键议题。 针对中国厂商开发CUDA兼容平台的现象，黄仁勋表示：不介意兼容，CUDA其实本身就是比 较开放的。黄仁勋还调侃道："如果你开发兼容（英特尔）X86架构的产品，他们可能会不 （拍摄：2 1世纪经济报道记者张旭） 满。但如果你开发兼容CUDA的产品，我完全不会介意"。 以下为黄仁勋媒体交流会的核心观点： 中国供应链系统复杂、高效且极具制造优势，是构成全球AI硬件和智能工厂建设的重要基 础。 H20芯片已被重新批准销售，未来也将推动更多Blackw ...

Key Points - Huang Renxun expressed a strong interest in purchasing a Xiaomi car, highlighting the successful collaboration between Nvidia and Xiaomi in the smart driving sector [4][5] - Meituan's CEO addressed the low profit margins in the food delivery industry, stating that no one has ever achieved a 5% profit margin in this sector [8][9] - Xiaopeng Motors announced an expansion plan to recruit 8,000 new employees, aiming to reach a total workforce of 30,000 by the end of the year, focusing on AI and smart driving talent [10] - DJI's veteran engineer Li Haonan has joined Miaodong Technology, indicating a shift in talent within the tech industry [11] - JD's full-time delivery riders have surpassed 150,000, and the company is enhancing rider benefits amid service changes [13] - Nvidia confirmed a surge in orders for its H20 chip from Chinese companies, indicating a strong demand in the AI sector [14] - Tesla's new Model Y L is set to launch with an expected price of around 400,000 yuan, showcasing the company's continued expansion in the electric vehicle market [29][31] - AMD has received approval to resume exports of its MI308 chip to China, marking a significant policy shift from the U.S. government [32] - Ford is recalling nearly one million vehicles in North America due to potential fuel pump issues, raising concerns about quality control [33] - AliExpress reported a 400% increase in sales from its Brazilian overseas warehouse, reflecting the platform's successful local market strategies [35]

2025年7月17日 星期四 V国新办7月17日就2025年上半年农业农村经济 运行情况举行新闻发布会 * 2 欧元区6月调和CPI环比终值公布 (3)美国7月费城联储制造业指数公布 4 美国7月12日当周首次申请失业救济人数公布 5 理想i8将于7月17日开启预订 KBA 1 李强主持召开国务院常务会议 国务院总理李强7月16日主持召开国务院常务会议，研究做强国内大循环重点政策举措落实工作，听取关于2024年度中央预算执行和其他财政收支审计查出 问题初步整改情况的汇报，听取规范新能源汽车产业竞争秩序情况的汇报，审议通过《国务院关于修改〈中华人民共和国外国人入境出境管理条例〉的决定 （草案）》。（新华社） 2 隔夜市场 美股三大指数集体收涨，道指涨0.53%，纳指涨0.25%续创收盘新高，标普500指数涨0.32%；芯片股走低，阿斯麦跌超8%；大型科技股涨跌不一，特斯拉 涨超3%，谷歌涨0.53%，苹果、英伟达微涨，微软小幅下跌。中概股多数下跌，纳斯达克中国金龙指数跌1.41%，百度跌超7%，老虎证券跌逾4%，京东、 阿里巴巴跌超1%，哔哩哔哩涨超1%。 当地时间7月16日，美联储发布经济状况"褐皮书"显示， ...

作者 | 程茜 陈骏达 编辑 | 李水青 智东西7月16日报道，今日下午，英伟达创始人兼CEO黄仁勋在北京接受了智东西等媒体超90分钟的采访。 日前，抵达北京的黄仁勋刚宣布将重启H20 GPU在中国的销售。今日上午，英伟达创始人兼CEO黄仁勋身着唐装亮相第三届链博会开幕式，首次在公开场合 用中文演讲。这是他继1月、4月后今年第三次来到中国大陆。 谈及今年三次来到中国大陆，黄仁勋在回答智一科技联合创始人、智车芯产媒矩阵总编辑张国仁提问时说，他今年三次来中国大陆是因为被邀请了三次。他 说："我今年第一次来中国是春节的时候，如果我的员工没邀请我的话，我应该就会在美国过春节了。他们邀请我可能是因为我会带红包来吧。而这次我收 到邀请，是来链博会做主旨演讲。如果你们还愿意邀请我的话，我会再来中国的。" 智东西 ▲英伟达创始人兼CEO黄仁勋在北京接受智东西等媒体采访 黄仁勋此次行程同样非常紧密，上午刚出席链博会开幕，穿唐装、首次用中文致辞，午后即马不停蹄地赶到此行媒体见面会现场，原本计划先在室外接受简 短提问后再进入会议室接受采访，结果在室外就直接谈了半个多小时，顶着北京午后的大太阳，黄仁勋也忍不住卸下了皮衣……整个媒体见 ...