Group 1 - ASEAN-China Free Trade Area 3.0 negotiations are completed and the protocol is expected to be signed within the year, promoting regional economic integration [1] - The new tax incentives in Vietnam aim to support automotive companies, particularly in the production of electric vehicles, by modifying minimum production conditions for tax benefits [2] - Indonesia plans to fully transition to renewable energy by 2035, five years earlier than previously scheduled, with 75% of new power capacity coming from renewable sources in the next nine years [3] Group 2 - Saudi Arabia will open its real estate market to foreign buyers starting January 2026, allowing non-Saudis to purchase property in designated areas [4][5] - Amazon's Prime Day in 2025 set records for sales and participation, with third-party sellers also achieving significant sales growth [5][6] - The launch of Amazon's Pan-EU plan requires sellers to list products in five European countries, reflecting the potential of the Dutch e-commerce market [7] Group 3 - AliExpress has introduced "one-hour delivery" services in several countries, enhancing its logistics capabilities [8] - Lazada and Daraz have integrated their platforms, allowing sellers to operate across eight countries with a single click [9] - TikTok is enforcing a new GMV Max advertising tool to optimize seller promotions and reduce operational costs [10] Group 4 - Temu is launching a semi-managed model in Brazil, providing small and medium-sized sellers with a low-risk entry into the Latin American market [12] - Temu has introduced a "tax-inclusive" policy in Canada, which covers various taxes and aims to enhance pricing competitiveness for sellers [13] - SHEIN has opened a semi-managed business model in Canada and the Middle East, targeting cross-border sellers [14] Group 5 - eBay has implemented a new policy requiring sellers of automotive parts to offer at least 30 days of free returns, aimed at improving buyer confidence [11] - JD Global Sales has initiated a semi-managed recruitment plan, allowing sellers to focus on product fulfillment while the platform handles marketing [15] Group 6 - Global PC shipments increased by 7.4% year-on-year in Q2 2025, driven by commercial PC deployments ahead of Windows 10 service termination [16] - In June 2025, 33 Chinese companies entered the global mobile game publisher revenue ranking, collectively earning $1.76 billion [17] - China's high-tech product exports grew by 9.2% in the first half of 2025, with significant contributions from advanced machinery and instruments [18] Group 7 - China's cross-border e-commerce imports and exports reached approximately 1.32 trillion yuan in the first half of 2025, marking a 5.7% year-on-year increase [19] - SF International has launched a new warehouse in Thailand, enabling 48-hour delivery across the country, enhancing logistics for cross-border e-commerce [20] - Cainiao has upgraded its Asia-Pacific overseas warehouses, achieving a 99.9% order fulfillment rate for same-day dispatch [21] Group 8 - Alibaba Cloud plans to invest over 400 million yuan to enhance its international ecosystem and accelerate AI innovation [22] - Lianlian Digital is promoting the application of blockchain technology in cross-border payments, indicating a trend towards innovative financial solutions [23] Group 9 - Vietnam has imposed anti-dumping duties on certain hot-rolled steel products imported from China, with rates ranging from 23.1% to 27.83% [24] - The U.S. has announced a 50% tariff on imported copper, leading to a significant spike in copper futures prices [25] - The U.S. is set to impose new tariffs on various countries, including a 30% tariff on imports from the EU and Mexico, effective August 1 [26]

Group 1: Geopolitical Developments - Trump announced a 100% tariff on Russia if the Ukraine conflict is not resolved within 50 days, which led to a significant drop in international oil prices [1] - The U.S. will provide advanced weaponry to NATO, with costs covered by NATO allies, and a new military aid package for Ukraine is expected [1][2] - Concerns about geopolitical tensions are likely to increase risk aversion in the market, although the impact on the dollar and U.S. bonds may be limited due to the shared financial burden among allies [2] Group 2: Market Reactions and Trends - International oil prices fell sharply, with Brent crude down 1.63% to $69.21 per barrel and WTI down 2.15% to $66.98 per barrel [1] - Hedge funds have been selling bank stocks while rapidly buying consumer staples, indicating a shift in investment strategy amid economic uncertainty [4] - The upcoming earnings season for U.S. stocks is expected to show the weakest growth in two years, with S&P 500 profits projected to rise only 2.5% year-over-year [5][6] Group 3: Company-Specific Insights - Tesla is set to hold a major demonstration event for its Optimus robot, which is anticipated to showcase significant advancements [7][8] - Amazon's Prime Day sales reached a record $24.1 billion over four days, reflecting a 30.3% year-over-year increase, driven by consumer demand and promotional strategies [10][11] - The focus on cash flow quality and corporate guidance adjustments will be crucial for assessing market trends in the second half of the year [6]

Group 1: Trade Policies - President Trump announced a 30% tariff on goods imported from the EU and Mexico starting August 1, citing Mexico's failure to curb fentanyl and insufficient cooperation on illegal immigration, as well as the EU's trade barriers leading to a significant trade deficit for the US [1] - Trump plans to impose a uniform tariff of 15% or 20% on nearly all remaining trade partners, with specific tariffs on copper imports set at 50% starting August 1 [2] Group 2: Manufacturing and Trade Support - China's manufacturing sector has maintained its position as the world's largest for 15 consecutive years, with annual manufacturing value added exceeding 30 trillion yuan [3] - The Export-Import Bank of China has provided over 610 billion yuan in loans to foreign trade enterprises in the first half of the year, with a nearly 20% year-on-year increase in loans to small and micro foreign trade enterprises [4] Group 3: Electric Vehicles - In June, China exported 205,000 new energy vehicles, marking a 3.6% month-on-month decrease but a 140% year-on-year increase, with passenger vehicle exports at 197,000 and commercial vehicle exports at 8,000 [5] Group 4: E-commerce Developments - Alibaba's AliExpress launched an "hourly delivery" service in the UK, allowing consumers in Greater London to receive various products quickly [8] - Rakuten announced a $500 million acquisition of B2BTrade, enhancing its presence in the Asian e-commerce market [10] - Tea brand Chayan Yuesheng is expanding into the North American market through e-commerce, launching nearly 40 products across various platforms [11]