作为回报，欧盟已提交立法，以降低对美国工业品和一些非敏感农产品的关税。此举需要得到欧洲议会 的支持，该议会也必须为整个贸易协议开绿灯。 然而，关于削减美国对钢铁和铝征收的50%关税的讨论几乎没有取得进展。欧盟本周宣布，计划对超过 一定配额的外国钢铁进口征收同样税率。 欧盟官员认为，美国提出的新要求以及其他措施，可能会削弱最近达成的一项协议，而该协议曾将这对 盟友从贸易战的边缘拉了回来。 据知情人士透露，本月早些时候，美国总统特朗普的政府向欧盟发送了一份新提案，旨在实现"互惠、 公平和平衡"的贸易。一些知情人士表示，欧盟官员认为这些要求是狮子大开口，且要求的让步幅度巨 大。知情人士拒绝透露美国要求的具体细节，因为成员国将于周三听取有关讨论的简报。 这些新要求的提出，正值双方准备就今年夏天达成的贸易协议的后续步骤进行谈判之际，该协议对大多 数进入美国的欧盟商品征收15%的关税。 知情人士称，美国一直寻求机会，讨论欧盟的立法，包括数字和技术规则以及企业合规和气候相关法 规。欧盟已多次表示，维持监管自主权是一条红线，但它会就每个主题与美国进行磋商。 欧盟的执行机构欧盟委员会没有立即回应置评请求。白宫也没有立即回应在正 ...

Group 1 - The "China Industrial Products No False Marking" initiative was launched on September 25, aiming to address the issue of false marking in the industrial products sector [1][4] - The initiative encourages collaboration among various stakeholders, including government, media, platforms, and enterprises, to combat false marking and promote high-quality industrial development [5] Group 2 - Zhou Pingjun, former deputy director of the Ministry of Industry and Information Technology's Small and Medium Enterprises Development Promotion Center, emphasized that false marking distorts market mechanisms and hinders long-term industry growth [3] - Liu Bin, deputy secretary-general of the China Electrical Equipment Industry Association, noted that while the overall quality of the wire and cable industry is internationally leading, some small and medium enterprises compromise quality for low-price competition [3] Group 3 - JD Industrial aims to enhance product quality and improve customer procurement experiences by establishing a win-win cooperation model with brand owners, avoiding vicious low-price competition [3][4] - JD Industrial has committed to implementing a comprehensive quality control system, including a tenfold compensation policy for false-marked products and strict supplier management [4] Group 4 - The initiative includes activities such as public education on false marking, exposure of false-marked products, and recognition of quality enterprises to foster a culture of authenticity in the industry [4][5] - The initiative also seeks to recruit professional engineers to participate in the identification of false-marked products and the recommendation of quality products, forming a "No False Marking Engineer Team" [4]

短视频推广/工厂在做短视频，应该拍哪些内容的视频呢？ 很多老板把短视频，当作类似阿里淘宝的电商平台。在短视频中，他不是去展现工厂，生产的方方面 面，跟客户的合作故事，而是他一味去展示产品。 这样的账号，就会变得有温度了，是个有血有肉的账号了。虽然你和粉丝之前从来没见过面，但是看到 你的方方面面，宛如在身边的一个老朋友，那么熟悉那么亲切，充满了信任感。 很多时候，这样的视频会被抖音平台定为强营销，会被平台限流的。 不管是抖音，微信视频号或小红书等，都属于社交平台。通过社交，它可以缩短和客户之间的心里距 离，短时间和客户产生信任。如果我们来的流量，没有带着信任感来的，充其量这个流量叫流民，流过 刷过就算了，不会在客户心里留下一点点的痕迹。 2025年，各方消费力不旺，大家生意难做，导致各个老板内心焦虑，渴望多来订单。于是 那我们工业品工厂在社交平台上，到底要怎么做呢？可以50%讲讲你的产品，你的公司，你的生产，你 的采购，你的客户案例等，另外的50%讲讲你鸡毛蒜皮的小事，你的喜怒哀乐，你的是非观，你的生活 态度等。 ...

出席当日论坛的中豫航空集团董事长张明超也透露，今年1-8月，郑州-吉隆坡航空货运量为2024年全年 总量的5倍，今年前8个月榴莲运输量为2024年的3.3倍，由郑州"空空中转"到全中国的鲜食榴莲为2024 年的29倍；同时，中国多样化的跨境电商货物、电子产品、工业品也通过两地间货运航线源源不断进入 马来西亚市场。 河南省省长王凯期待，双方未来可共同构筑空中物流大通道，共同促进航空口岸通关便利化，共同拓展 经贸合作新空间，共同谋划两地航空产业发展基地，共同促进人文交流合作。(完) （文章来源：中国新闻网） 中新社吉隆坡9月18日电(记者陈悦)马来西亚交通部部长陆兆福18日说，依托"空中丝绸之路"倡议，马 来西亚和中国郑州打造航空货运"双枢纽"，有望助力马来西亚成为区域货运枢纽。 陆兆福当日出席在吉隆坡举行的郑州-吉隆坡"空中丝绸之路"国际合作论坛时指出，自去年马来西亚和 河南签署相关合作备忘录以来，"双枢纽"——以郑州为枢纽的中国物流分拨中心和以吉隆坡为枢纽的东 南亚货物集疏中心逐渐成熟。 他称，吉隆坡-郑州航线已从每周3班增加到每周10班，货运量也取得大幅成长。马来西亚正考虑增开吉 隆坡及其他城市机场与河南之 ...

Summary of Key Points from Conference Call Industry Overview - The macroeconomic landscape is shifting from a dollar-centric system to a more diversified currency framework, influenced by changes in China's economic model and a slowdown in technological iteration, which is impacting global profit distribution and diminishing the dollar's credibility, thereby enhancing gold's safe-haven value [1][3][4]. Core Insights and Arguments - **Shift in Economic Models**: China's transition from a manufacturing-based economy to a consumption-driven model is reducing reliance on debt expansion, challenging the U.S. model that maintains dominance through trade deficits and capital surpluses [1][4][7]. - **U.S. Interest Rate Dilemma**: The U.S. faces a complex decision regarding interest rate cuts; lowering rates could lead to a stock market crash, particularly in tech sectors, while not cutting rates may necessitate increased fiscal stimulus, both scenarios potentially weakening the dollar [1][5][9]. - **Long-term Gold Investment Logic**: The long-term investment rationale for gold is closely tied to the pace of U.S. debt expansion. As the U.S. struggles to maintain its global dominance, gold's importance as a safe-haven asset is expected to rise [2][3][11]. - **Impact of Globalization Changes**: The evolving global landscape, particularly China's enhanced role in the supply chain and the failure of Moore's Law, is reshaping the profit distribution paradigm, leading to a reassessment of dollar credibility and impacting commodity prices, including gold [4][9]. - **Inflationary Pressures**: If the U.S. opts for rate cuts, it may revive global manufacturing but could also trigger inflation, complicating the economic landscape further [6][9][10]. Additional Important Insights - **Volatility as an Investment Indicator**: A volatility index below 20 is considered a favorable buy signal for gold, indicating that market trading funds have been largely consumed, suggesting a potential price increase [2][12]. - **Performance of Gold Stocks**: Gold stocks have shown strong performance during periods of reduced volatility, with their profitability significantly improving, which could lead to higher valuations, similar to trends observed in the coal industry [2][13]. - **Future Gold Price Trends**: In the current uncertain macroeconomic environment, gold is expected to perform well due to its safe-haven characteristics. If the U.S. cuts rates, industrial metals and silver may become more attractive, while a failure to cut rates could lead to a recession, further strengthening gold's position [10][11].

Group 1 - The EU aims to legislate the removal of tariffs on US industrial goods in exchange for the US reducing tariffs on automobile imports [1][2] - The current tariff on EU automobile exports to the US is 27.5%, significantly impacting EU exports, particularly from Germany, which exported $34.9 billion worth of cars and parts to the US in 2024 [1] - The agreement would lower US tariffs on nearly all European goods to 15%, but the reduction on automobiles is contingent upon the EU's legislative action to remove tariffs on US industrial products [1] Group 2 - To expedite the legislative process, the EU Commission will bypass the standard impact assessment procedure, aiming for a swift agreement to alleviate high tariffs on EU automobiles [2]

Group 1 - The new trade agreement between the EU and the US, while easing some trade tensions, highlights Europe's vulnerability and the challenges in transatlantic relations [1][2] - Several EU officials criticize the agreement as a "yielding" to the US, with Belgium's Foreign Minister stating it is not a celebratory deal and Italy's Prime Minister calling it "incomplete" [1] - France's Prime Minister describes the agreement as "unbalanced," leading to calls for the EU to utilize counter-coercion tools [1] Group 2 - The agreement requires the EU to eliminate tariffs on US industrial goods and provide preferential market access for US agricultural products in exchange for a 15% tariff on most EU exports to the US, increasing dependence on the US [2] - The EU plans to purchase $750 billion in energy products and $40 billion in AI chips from the US over the next three years, deepening economic ties [2] - A researcher from the Bruegel Institute states that the trade agreement has significantly worsened trade relations compared to the previous year, describing it as a "disaster" in economic terms [2]

Group 1 - The essence of the "anti-involution" policy is "correction" rather than "stimulation," aiming to reshape the logic of industrial competition [1][5] - The impact of the "anti-involution" policy on prices is structural and mild, with the key variables for future price trends being the strength of demand recovery and the pace of policy coordination [1][5] - The "anti-involution" policy has led to improvements in supply-demand relationships in certain industries, resulting in positive changes in pricing [2] Group 2 - Since the beginning of the year, signals of the "anti-involution" policy have been continuously reinforced, with various measures taken to address "involution-style" competition [2] - The revised Anti-Unfair Competition Law prohibits selling goods below cost, providing a legal basis for combating "involution-style" competition [2] - The Producer Price Index (PPI) in July remained at a low of -3.6% year-on-year, but the month-on-month decline has narrowed, indicating some stabilization in industrial prices [3][4] Group 3 - The Consumer Price Index (CPI) remains weak overall, but the core CPI has rebounded for three consecutive months, benefiting from reduced price wars in the automotive and home appliance sectors [3] - The improvement in PPI is primarily concentrated in upstream raw materials and industrial products, which have a low direct correlation with consumer spending [4] - The transmission mechanism from PPI to CPI remains ineffective, as insufficient terminal consumer demand limits companies' pricing power [4]

Group 1 - Industrial production shows divergence, with slight recovery in blast furnace operating rates, up 1.2% year-on-year [1][4] - Chemical production has declined, with soda ash and PTA operating rates down by 3.3 percentage points and 1.2 percentage points respectively [1][11] - Construction industry shows mixed performance, with nationwide grinding operating rates down 3.9 percentage points to 6.2% [1][16] Group 2 - Real estate transactions have seen a rebound, with average daily transaction area for new homes up 20% year-on-year, although still weak [1][29] - Port cargo throughput continues to rise, with year-on-year increases of 5.2% for cargo and 6.3% for container throughput [1][34] - Passenger travel intensity has slightly increased, with the national migration scale index up 0.4 percentage points to 17.8% [1][39] Group 3 - Agricultural product prices show divergence, with egg and vegetable prices up 0.3% and 5.0% respectively, while pork and fruit prices are down 0.2% and 2.3% [2][56] - Industrial product prices have rebounded significantly, with the South China industrial product price index up 4.2% [2][63] - Energy and chemical price indices increased by 4.0% and metal price index by 4.1% [2][63]

Group 1: Industrial Production - Industrial production shows divergence, with a slight year-on-year increase in blast furnace operating rates of 1.2% [1][4] - Chemical production has declined, with soda ash and PTA operating rates down by 3.3 percentage points and 1.2 percentage points respectively [1][11] - The automotive sector's semi-steel tire operating rate remains below last year's level, down by 0.2 percentage points [1][11] Group 2: Construction Industry - Construction activity is mixed, with nationwide grinding operating rates down by 3.9 percentage points to 6.2% [1][16] - Cement shipment rates remain low, down by 2.6 percentage points to 3.0% [1][16] - Asphalt operating rates have seen a year-on-year increase of 1.0 percentage points to 0.3% [1][16] Group 3: Downstream Demand - Real estate transactions have shown a slight recovery, with average daily transaction area for new homes down by 6.1% year-on-year, but still up by 20% compared to the previous week [1][29] - Port cargo throughput related to exports has increased, with cargo and container throughput up by 5.2 percentage points and 6.3 percentage points respectively [1][34] - Passenger travel intensity has slightly increased, with the national migration scale index up by 0.4 percentage points to 17.8% [1][39] Group 4: Price Trends - Agricultural product prices are mixed, with egg and vegetable prices up by 0.3% and 5.0% respectively, while pork and fruit prices are down by 0.2% and 2.3% [2][56] - Industrial product prices have rebounded significantly, with the Nanhua Industrial Price Index up by 4.2% [2][63] - Energy and chemical price indices have increased by 4.0% and 4.1% respectively [2][63] Group 5: Transportation and Logistics - National railway and highway freight volumes have increased, with year-on-year growth of 0.1 percentage points and 1.6 percentage points respectively [1][34] - Port cargo throughput continues to rise, with significant increases in both cargo and container throughput [1][34] - The overall trend in logistics indicates a recovery in freight activity [1][34] Group 6: Consumer Behavior - Cinema attendance has surged, with a year-on-year increase of 49.3% in viewer numbers [1][42] - Automotive sales show a mixed trend, with retail sales up by 2.2% while wholesale volumes are down by 17.8% [1][42] - The overall consumer spending environment is showing signs of recovery, particularly in entertainment sectors [1][42]