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特朗普签美日贸易行政令,大部分日本产品征最高15%关税,含汽车和零部件
Sou Hu Cai Jing· 2025-09-04 23:11
Core Points - The U.S. and Japan have finalized a trade agreement that sets a 15% tariff on nearly all Japanese imports into the U.S. [1] - The agreement includes specific provisions for automobiles, aerospace products, non-patented drugs, and natural resources that cannot be produced in the U.S. [1] - Japan has committed to establishing a $550 billion investment fund for investments in the U.S. [5] Group 1 - The trade agreement was signed by President Trump on September 4, 2023, and aims to adjust tariffs on Japanese products, with those previously taxed at lower rates being raised to 15% [1] - Japan will provide significant market access for U.S. manufacturers in key sectors such as aerospace, agriculture, and energy [6] - The agreement allows for the sale of U.S.-manufactured cars in Japan without additional testing, and Japan will purchase U.S. commercial aircraft and defense equipment [6] Group 2 - Japan plans to increase its procurement of U.S. rice by 75% and will purchase U.S. agricultural products totaling $8 billion annually, including corn, soybeans, and fertilizers [6] - The agreement marks the end of prolonged negotiations between the U.S. and Japan regarding trade terms, establishing a new framework for bilateral economic relations [6]
特斯拉回应Robotaxi安全员坐到主驾驶位:跑高速才这样
Feng Huang Wang· 2025-09-04 23:11
凤凰网科技讯 9月5日,特斯拉就其自动驾驶网约车Robotaxi驾驶位为何配备安全监督员给出了官方说 明。该官方账号表示:"仅在涉及高速公路行驶的行程中,安全监督员才会坐在驾驶位。这是我们在推 进 Robotaxi服务覆盖高速公路的过程中,主动采取的谨慎初始措施。" 日前,特斯拉在德克萨斯州奥斯汀首次向公众开放自动驾驶出租车试乘服务,这场备受瞩目的技术展示 却因多起驾驶异常引发行业震动。据媒体核实的11段现场视频显示,测试车辆在开放道路环境中出现了 包括车道误判、危险停车、异常变道等在内的多项操作问题,为特斯拉自动驾驶战略蒙上阴影。面对质 疑,特斯拉安全团队强调测试车辆均配置双保险机制,除自动驾驶系统外,前排座位始终配备专业安全 监控员。 据了解,对于特斯拉Robotaxi项目而言,高速公路场景尚属全新探索领域,这也促使特斯拉暂时调整了 安全监控人员的乘坐位置。 ...
多维度透视沪深2025年中报:谁在领衔增长?
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-04 23:09
Group 1: Overall Performance of Listed Companies - The total operating revenue of listed companies in Shanghai and Shenzhen reached 34.92 trillion yuan, with a net profit of 2.99 trillion yuan for the first half of 2025 [1] - Shenzhen companies achieved a total operating revenue of 10.24 trillion yuan, a year-on-year increase of 3.64%, and a net profit of 595.46 billion yuan, up 8.88% [1] - Shanghai companies reported operating revenue of 24.68 trillion yuan, a slight decrease of 1.3%, with a net profit of 2.39 trillion yuan, an increase of 1.1% [1] Group 2: Sector Performance - Emerging industries such as semiconductors, electronics, pharmaceuticals, and new energy are rapidly rising, while traditional industries like steel and machinery are seeking transformation [2] - The electronics sector in Shenzhen saw 253 companies generate 984.76 billion yuan in revenue, a 14.1% increase, and a net profit of 454.57 billion yuan, up 24.59% [3] - The computer industry in Shenzhen reported 501.25 billion yuan in revenue, a 13.74% increase, and a net profit of 122.85 billion yuan, up 26% [5] Group 3: R&D Investment - Shenzhen companies invested a total of 352.97 billion yuan in R&D, with significant contributions from companies like BYD and ZTE [9] - The R&D investment in strategic emerging industries in Shenzhen reached 92.46 billion yuan, a year-on-year increase of 22.36% [9] - Shanghai's R&D investment also hit a record high of 432.6 billion yuan, growing by 1% [9] Group 4: International Expansion - Over 830 manufacturing companies in Shanghai achieved overseas revenue of 1.1 trillion yuan, a 5% increase [11] - Shenzhen's strategic emerging industries reported overseas income of 434.66 billion yuan, a 23.59% increase, with a 29.22% share of total revenue [11] - Companies are diversifying their overseas markets, with significant growth in exports from firms like Huayou Cobalt and Quectel [12] Group 5: Dividend and Shareholder Returns - A total of 794 listed companies in Shanghai and Shenzhen announced mid-term dividends amounting to 643.81 billion yuan [12] - Shenzhen companies saw an 18.04% increase in the number of mid-term dividends declared, with a 49.51% increase in dividend amounts [12] - Companies are also increasing share buybacks, with Shenzhen firms announcing 230 buyback plans totaling 68.21 billion yuan [13]
汽车巨头突发罢工,员工要求每周工作4.5天
汽车商业评论· 2025-09-04 23:08
Core Viewpoint - The article discusses the recent partial strike initiated by the Hyundai Motor Union in South Korea, aimed at negotiating better working conditions, including reduced working hours and increased wages, following unsuccessful collective bargaining talks with management [4][9]. Group 1: Strike Details - The Hyundai Motor Union, representing 42,000 members, will conduct a three-day partial strike across various factories in South Korea, including Ulsan, Jeonju, and Asan, with specific hours of work stoppage [4][6]. - The union's decision to strike came after the latest round of collective negotiations on September 2 failed to meet workers' demands, with 86% of voting members supporting the strike [4][7]. - The union is demanding a monthly wage increase of 141,300 KRW (approximately $101.23), allocation of 30% of the company's 2024 net profit for special performance bonuses, a reduction of the workweek from five days to 4.5 days, and an extension of the retirement age from 60 to 64 [4][7]. Group 2: Financial Impact - The strike is expected to significantly impact Hyundai's financial status, recalling a previous instance in 2016 where a large-scale strike resulted in losses of approximately 2.5 trillion KRW (around $18 billion) due to production halts [6][7]. - Hyundai's flagship Ulsan plant, the largest single automotive factory globally, produces a wide range of models, and the strike could disrupt production across all models [6][9]. Group 3: Broader Industry Implications - The ongoing labor tensions in the South Korean automotive industry are highlighted, with the strike potentially setting a precedent for other major manufacturers in handling wage disputes and workweek adjustments [9]. - The union's demands for a new business notification obligation reflect a growing concern over job security as Hyundai expands into new business areas, such as robotics and advanced air mobility [11][13]. - The article notes that while the strike may not drastically affect global vehicle shipments, it underscores the persistent labor-management tensions within the South Korean automotive sector [9]. Group 4: Sales Performance - Despite the strike, Hyundai's sales in the U.S. reached a record high in August, with total sales of 88,523 units, a 12% year-on-year increase, driven by strong demand for electric vehicles like the Ioniq 5 [15][18]. - The contrasting performance between the booming U.S. market and the domestic challenges in South Korea illustrates the duality of Hyundai's operational landscape [15][18]. - The article also mentions that the strike could accelerate the localization of production in response to economic uncertainties stemming from labor disputes [18][19].
美股三大指数收涨,纳指涨近1%,标普500指数创收盘新高
Di Yi Cai Jing· 2025-09-04 23:07
Group 1: Employment Data - ADP private sector employment data shows a slowdown, with 54,000 new jobs added in August, below the expected 65,000 and significantly down from 106,000 in the previous month [2] - Initial jobless claims rose to 237,000, exceeding both previous values and expectations, marking the highest level since June [2] - Economists anticipate approximately 75,000 new non-farm jobs in August, with the unemployment rate expected to slightly increase from 4.2% to 4.3% [2] Group 2: Stock Market Performance - Major U.S. stock indices rose, with the S&P 500 reaching a record closing high, driven by gains in large tech stocks [1] - Salesforce's stock fell 4.9% due to lower-than-expected revenue guidance for Q3, indicating slow monetization of its AI platform [3] - American Eagle Outfitters saw a significant stock increase of 38% after forecasting better-than-expected comparable sales for Q3 [3] Group 3: Commodity Market - International oil prices declined, with WTI crude oil futures down by $0.49 to $63.48 per barrel, a drop of 0.77% [3] - Brent crude oil futures fell by $0.61 to $66.99 per barrel, reflecting a decrease of 0.90% [3] - COMEX gold futures decreased by $28.80, down 0.79%, settling at $3,606.70 per ounce [3]
【环时深度】多重挑战下,欧洲环保路线之争加剧
Huan Qiu Shi Bao· 2025-09-04 23:07
Core Viewpoint - The article highlights the increasing internal divisions within Europe regarding environmental policies, particularly in light of recent extreme weather events and the economic challenges faced by the region. The debate over air conditioning in France exemplifies the broader conflict between economic survival and environmental ideals [1][2][9]. Group 1: Environmental Policy Divisions - The "air conditioning war" in France reflects a growing divide in environmental policy, with right-wing parties advocating for more practical solutions to heat waves, while left-wing factions warn against exacerbating environmental crises [2][3]. - The "Duplon Law" has intensified conflicts among French political factions, with significant protests from farmers against EU environmental policies that threaten their livelihoods [3][4]. - The rise of far-right parties in the EU, such as the "European Patriots," indicates a shift away from traditional support for green agendas, focusing instead on economic concerns [4][5]. Group 2: Economic Pressures and Environmental Goals - Economic downturns and high inflation have led to a reevaluation of the EU's green agenda, with many parties now prioritizing economic stability over environmental initiatives [1][10]. - The EU's commitment to ambitious climate goals, such as reducing carbon emissions by 55% by 2030, faces increasing political resistance, particularly from right-wing factions [4][6]. - The shift in public priorities towards economic security and international conflicts has diminished the emphasis on climate issues, reflecting a broader trend of environmental policy regression in the EU [10][11]. Group 3: Climate Change Impact - Extreme weather events, including wildfires and floods, have significantly affected Europe, with millions impacted and substantial carbon emissions released [11][12]. - The EU's preparedness for climate change adaptation has been criticized, indicating a lack of effective strategies to address the challenges posed by climate change [12].
金十数据全球财经早餐 | 2025年9月5日
Jin Shi Shu Ju· 2025-09-04 23:03
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国8月份"小非农"低于预期 美司法部对美联储理事库克展开刑事调查 美联储理事提名人米兰:不建议让总统控制美联储 美联储"三把手":随着时间的推移而降息是适宜的 特朗普签署行政命令,正式实施美日贸易协定 美股三大股指集体收涨,道指收涨0.77%、标普500指数涨0.83%,纳指涨0.98%。英特尔(INTC.O)涨超2%,C3.ai(AI.N)跌超7%,特斯拉(TSLA.O)涨1%。纳 斯达克中国金龙指数收跌1.1%,阿里巴巴(BABA.N)跌4%,蔚来汽车(NIO.N)跌3%。 欧洲主要股指多数收涨,德国DAX30指数收涨0.74%;英国富时100指数收涨0.42%;欧洲斯托克50指数收涨0.41%。 港股恒生指数跌1.12%,报25058.51点;恒生科技指数跌1.85%,报5578.86点。恒指大市成交额达3022.33亿港元。盘面上,旅游及观光、餐饮、影视娱乐、 乳制品、体育用品板块涨幅居前,半导体、芯片股、稀土概念、医药外包概念、有色金属板块跌幅居前。 ...
上证早知道|10000亿元,央行大动作;华为,最新发布;601989,今日终止上市
Shang Hai Zheng Quan Bao· 2025-09-04 23:01
Monetary Policy - On September 5, 2025, the People's Bank of China will conduct a 1 trillion yuan reverse repurchase operation with a term of 3 months (91 days) to maintain liquidity in the banking system [2][4]. Technology and Innovation - Huawei launched the new Mate XTs folding smartphone, featuring the Kirin 9020 chip and HarmonyOS, with a performance improvement of 36% [7]. - As of the end of Q2 2025, the total scale of asset management products by various financial institutions reached 75.38 trillion yuan [4]. - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued an action plan to boost growth in the electronic information manufacturing industry, focusing on CPU and AI server development [4]. Corporate Developments - China Shipbuilding Industry Corporation plans to absorb and merge China Shipbuilding Heavy Industry Company through a share exchange, with the exchange ratio set at 1:0.1339 [12]. - Xizhi Technology announced the completion of over 1.5 billion yuan in Series C financing, attracting notable investment institutions [5]. - Junsheng Electronics has begun mass supply of customized main control boards in collaboration with leading clients [13]. Market Trends - The sports industry in China is expected to exceed 7 trillion yuan by 2030, driven by government policies aimed at enhancing sports consumption and event development [10]. - In the first half of 2025, China's folding screen smartphone shipments reached 4.98 million units, with Huawei capturing 75% of the market share [7]. Investment Activity - Tianfu Communication received a net purchase of 6.23 billion yuan from institutional investors on September 4, 2025, driven by strong demand for its active products [18]. - New Yiseng saw a net purchase of 4.09 billion yuan from institutional investors, with expectations of strong performance in the second half of the year [20]. Industry Performance - Salt Lake Industry reported stable production and operations for its core products, with significant breakthroughs in lithium salt integration projects [22]. - Luxshare Precision achieved a revenue of 97.799 billion yuan in the first half of 2025, marking a year-on-year growth of 14.32% [22].
智绘新篇 聚力未来
Ren Min Ri Bao· 2025-09-04 22:57
9月5日到8日,由重庆市人民政府、天津市人民政府共同主办的2025世界智能产业博览会将在重庆举 行。本届博览会以人工智能为主线,聚焦"人工智能+"和"智能网联新能源汽车"年度主题,汇聚全球精 英,围绕智能产业核心议题,共谋产业发展新路径。 2024年4月,习近平总书记在重庆考察时强调:"加快传统产业转型升级,积极培育具有国际先进水平和 竞争力的战略性新兴产业""加强重大科技攻关,强化科技创新和产业创新深度融合"。 深入贯彻落实习近平总书记重要指示精神,重庆紧紧围绕"33618"现代制造业集群体系,依托"数字重 庆"建设打造的数字底座、超大城市治理提供的丰富场景和扎实的制造业基础,以人工智能和制造业深 度融合为主线,突出"四侧"协同,推动"四链"融合,创新构建"产业大脑+未来工厂"模式,加快推动人 工智能赋能制造业高质量、集群化发展。 推动融合发展 人工智能特色产业集群加速壮大 长安汽车自主研发天枢大模型,实现智能座舱车内功能AI渗透率100%;赛力斯引入华为乾崑ADS智驾 系统,推动问界系列车型成为国产智能驾驶的重要产品。 今年1—7月,重庆新能源汽车产量达58.6万辆,同比增长26.8%。以新能源汽车为代表 ...
特朗普签署行政命令 正式实施美日贸易协议
Yang Shi Xin Wen· 2025-09-04 22:15
Core Points - The agreement states that the U.S. will impose a baseline tariff of 15% on nearly all Japanese imports entering the U.S. [1] - Products that previously had higher tariffs will not be subject to double taxation, while those with lower tariffs will be adjusted to the new rate [1] - Specific industry treatments will be applied to automobiles, aerospace products, non-patented drugs, and natural resources that cannot be sourced or produced domestically in the U.S. [1] Market Access and Purchases - Japan will provide breakthrough market access for U.S. manufacturers in key sectors including aerospace, agriculture, food, energy, automotive, and industrial products [1] - The Japanese government aims to increase U.S. rice procurement by 75% as part of its "minimum access" rice plan, with total purchases of U.S. agricultural products reaching $8 billion annually [1] - Japan will allow the sale of U.S.-manufactured passenger cars that have received U.S. safety certification without additional testing [1] - The Japanese government will also purchase U.S.-made commercial aircraft and defense equipment [1] - Japan has agreed to invest $550 billion in the U.S. [1]