近日均普智能旗下普智机器人举行"机器人通用产品制造认证"启动仪式，成为智元机器人首个启动通用产 品认证的生产企业。双方宣布，将依托均普智能首条人形机器人量产中试线，启动智元G1机器人大规模量 产及A2全人形机器人一定规模量产。今年4月，均普智能与智元机器人合资成立普智机器人，整合双方工 业化生产与智能化技术优势。目前，首条中试线一期占地2000平方米，预计年产能1000台，未来有望实 现"机器人生产机器人"的智慧制造场景。 1、 亚马逊机器人数量突破100万台 数量与全球员工总数持平 2025年7月，亚马逊披露最新运营数据：全球仓储物流中心部署的机器人数量突破100万台，与该公司全球 约156万名员工总量接近。据介绍，机器人已深度参与分拣、搬运等环节，覆盖75%的包裹处理流程，日 本千叶港等超大型仓库日均处理量超60万件，全程无需人工干预。尽管亚马逊强调技术旨在提升效率而非 替代人力，但近十年其仓储部门员工规模缩减超六成。行业观察人士指出，物流业自动化进程加速，传统 劳动密集型岗位持续减少，而机器人维护、系统管理等新兴技术岗位需求显著增长。 2、 普智机器人启动通用产品认证，智元机器人两大核心产品将量产 3、 ...

过去一周(6.30-7.6)，出海领域发生哪些动态？ 行业一览 特朗普称8月1日起实施新关税，最高税率或达70% 据新华网（603888），当地时间7月4日，美国总统特朗普表示，美国政府将从当天起开始致函贸易伙 伴，设定新的单边关税税率。特朗普称，新关税"十有八九"从8月1日开始生效。对于将设定的新关税， 特朗普说，"关税税率可能从60%、70%到10%、20%不等"。 受关税政策冲击，美国5月进出口均出现萎缩 据央视新闻，美国商务部当地时间7月3日公布的贸易数据显示，特朗普政府实行的关税政策继续给美国 经济带来冲击，扰乱供应链——美国5月份的进出口均出现萎缩，贸易逆差进一步扩大。美国5月份消费 品进口额减少40亿美元，服装与玩具进口额有所下降，汽车及零部件进口额上升。与此同时，美国5月 份工业用品和原材料出口额降幅明显，整体出口额下降4%。 1-5月我国服务进出口总额32543.6亿元 据商务部官网，2025年1-5月，我国服务贸易稳步增长，服务进出口总额32543.6亿元(人民币，下同)， 同比增长7.7%，其中，出口14033.7亿元，增长15.1%；进口18509.9亿元，增长2.7%。服务贸易逆差 ...

Group 1: Labor Market Concerns - The U.S. private sector saw a surprising decline of 33,000 jobs in June, significantly below the expected increase of 98,000, marking the first negative growth since March 2023 [2] - The service sector experienced the largest job loss since the pandemic, with a reduction of 66,000 positions, primarily in professional/business services and healthcare/education [2] - Market concerns are heightened regarding the upcoming non-farm payroll report, with traders increasing bets on a 24.3% chance of a rate cut by the Federal Reserve in July [2] Group 2: "Big and Beautiful" Bill Impact - The U.S. Senate passed a comprehensive tax and spending bill, expected to raise the debt ceiling by $5 trillion, which is higher than the previous House version [3] - The bill includes extended tax cuts and increased investment tax credits for chip manufacturers, benefiting companies like Intel and Micron if they establish factories in the U.S. by 2026 [3] - Semiconductor stocks generally rose, with the Philadelphia Semiconductor Index increasing by 1.88%, while some companies like Intel saw declines of over 4% [3][4] Group 3: Tesla's Performance - Tesla reported a record year-on-year decline in Q2 vehicle deliveries, selling 384,122 cars, a drop of 13.5% compared to the previous year [5] - Despite the decline, Tesla's stock rose nearly 5%, with the Shanghai factory achieving a 0.8% year-on-year increase in deliveries for June [5] - The company's profitability is under pressure, with Q2 net profit down 45% year-on-year, while energy storage deployment reached a record 9.6 GWh [6] Group 4: Apple’s Foldable Devices - Apple is reportedly developing a foldable iPhone, expected to enter the market in late 2026, while plans for a foldable iPad have been shelved due to production challenges [8] - The initial shipment target for the foldable iPhone is approximately 7 million units, although final numbers may be lower [8] - The global foldable smartphone market is projected to see a decline in shipments in 2024, with a recovery expected in 2025 [8][9] Group 5: Amazon's Automation - Amazon announced that its operational network now includes 1 million robots, with plans for further automation, potentially reducing the average number of warehouse employees to the lowest level since 2016 [10] - The integration of AI is expected to enhance efficiency and reduce overall employee numbers, while also creating new roles such as robotics technicians [10] - The automation trend raises concerns about structural unemployment for low-skilled positions, despite claims of human-robot collaboration [10]