Macro Dynamics - Microsoft server software has been subjected to a large-scale cyber attack, affecting at least 100 institutions, with some hackers reportedly linked to China [1] - The Chinese Ministry of Foreign Affairs emphasized the need for dialogue and cooperation to address cybersecurity challenges, while opposing the use of cybersecurity issues to smear China [1] Industry Updates - The National Development and Reform Commission stated that after the closure of Hainan, there will be no need for additional documentation for business trips or tourism, promoting the high-quality development of Hainan Free Trade Port [2] - The China Association of Automobile Manufacturers reported that the top ten MPV manufacturers sold 453,000 units in the first half of 2025, accounting for 78.6% of total MPV sales, with varying sales performance among the companies [3] Company Dynamics - Everbright Bank announced that CITIC Financial Assets increased its stake in the bank from 7.08% to 8.00%, a change that does not trigger a mandatory takeover [6] - Citibank China received approval for the appointment of its chairman and two vice presidents, with a requirement to report their onboarding within a specified timeframe [7] - The former president of China Merchants Bank's Chongqing branch has been prosecuted for bribery and corruption, highlighting ongoing issues within the banking sector [8][9] - Volvo plans to reform its dealer management processes and introduce a "one-price" model for vehicle sales, aiming to enhance customer service focus [14] - Insta360 announced its entry into the drone market, planning to launch its own brand and evaluate investment opportunities in the drone industry [15]

在7月23日外交部例行记者会上，有记者就微软服务器软件遭到大规模"网络间谍活动"进行提问。发言 人郭嘉昆表示，不了解你提到的具体情况，网络安全是各国面临的共同挑战，应该通过对话合作共同应 对。中国一贯反对并依法打击黑客活动，同时反对借网络安全问题对中国进行污蔑抹黑。(环球网) ...

2025 年 7 月 22 日星期二 【实时热点】 【美国债市】 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 请务必阅读免责条款 1 证 券 研 究 报 告 美国会预算办公室：大而美法案将使美国赤字增加 3.4 万亿 美元 惠誉下调美国 25%行业前景评级至"恶化" 伊朗外长称伊朗不能放弃核浓缩 韩国政府正在考虑提高股票交易税，并恢复放宽的资本利得 税起征点 国家能源局：6 月份全社会用电量同比增长 5.4% 《海南自由贸易港跨境资产管理试点业务实施细则》发布 成都出台房产新政：分批取消住房限售政策 京东一天连投 3 家机器人公司 Neuralink 首次一天内完成两台手术 微软服务器软件近日曝出严重安全漏洞 2 年期美债收益率跌 1.05 个基点报 3.8523% 5 年期美债收益率跌 2.63 个基点报 3.9132% 10 年期美债收益率跌 3.38 个基点报 4.3757% 【经济数据】 | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) | | --- | --- | --- | --- | --- | --- ...

Group 1 - The implementation details for the cross-border asset management pilot in Hainan Free Trade Port have been released, aiming to enhance cross-border securities investment and exchange convenience for foreign investors [1] - The pilot supports foreign investors in investing in various financial products issued by financial institutions in Hainan, which is expected to enrich the supply of cross-border financial products [1] - The initiative is anticipated to attract both domestic and foreign asset management institutions to operate in Hainan, contributing to the development of the Hainan Free Trade Port [1] Group 2 - Morocco's central bank has finalized a draft law to legalize the use of crypto assets, ensuring consumer protection and market integrity while combating fraud and money laundering [2] - The law aims to maintain financial stability in Morocco's financial system [2] Group 3 - The National Railway Administration is currently drafting the "14th Five-Year" railway development plan, with a focus on enhancing the railway network, improving transport efficiency, and reducing logistics costs [3] - During the "13th Five-Year" period, national railway freight transport is expected to exceed 25 billion tons, an increase of 5 billion tons compared to the previous period [3] Group 4 - Microsoft has been reported to have a serious security vulnerability in its server software, which has been exploited by hackers globally [4] - The vulnerability allows unauthorized attackers to execute spoofing actions within networks, posing risks to numerous servers worldwide [4] Group 5 - Hong Kong's Chief Executive has announced measures to enhance stock market liquidity and attract more quality companies to list in Hong Kong, with 52 IPOs raising HKD 124 billion this year, a 590% increase year-on-year [5] - The Hang Seng Index has risen by 25.3% this year, reflecting a thriving new stock market environment [5] Group 6 - China has officially released its first international standard for nanodiamond materials, marking a significant advancement in the country's nanodiamond industry [6] Group 7 - The coverage rate of charging piles in highway service areas has reached 98.4%, addressing the charging needs of electric vehicles during peak travel periods [7][8] Group 8 - The Ministry of Transport reported that fixed asset investment in transportation reached CNY 15.2 trillion during the first four years of the "14th Five-Year" period, a year-on-year increase of 23.3% [9] Group 9 - JD.com has made significant investments in three robotics companies, indicating a strong focus on technological innovation in supply chain scenarios [10] Group 10 - The EU is preparing to counter the US in trade negotiations, as recent discussions have not progressed as expected, with potential measures including taxation on US digital services [11]

每经记者｜杨卉 每经编辑｜魏官红 试点业务支持境外投资者投资海南自贸港内金融机构发行的理财产品、证券基金期货经营机构私募资产 管理产品、公开募集证券投资基金、保险资产管理产品。有利于丰富跨境金融产品供给，为境外投资者 投资境内市场探索新渠道；有利于吸引境内外资产管理机构到海南展业，助力海南自贸港建设。 点评：允许境外投资者直接在海南投资四类资管产品，从银行理财到公募基金，跨境金融服务的藩篱在 区域层面系统性地被打破。这份细则构建了完整的跨境资管闭环，从投资者适当性管理到资金闭环划 转，从纠纷化解到监管统计，每一个环节都指向可操作、可落地的制度型开放。 丨 2025年7月22日 星期二 丨 NO.1 孟加拉国空军一架飞机在一所学校坠毁 据央视新闻消息，孟加拉国空军一架飞机当地时间21日在该国一所学校坠毁，已造成至少19人死亡。 点评：军用航空器管理之责，在和平时期同样重于千钧。每一架军用飞机的起落，都应伴随对地面民众 生命的高度敬畏，任何环节的疏漏都可能让地面社区付出无法挽回的代价。 NO.2 《海南自由贸易港跨境资产管理试点业务实施细则》发布 近日，中国人民银行海南省分行、国家金融监督管理总局海南监管局、中国 ...

据华盛顿邮报：黑客近日利用微软(MSFT.O)服务器软件漏洞攻击美国政府机构和企业网站。 ...