专家称，此次加征关税措施应当不影响符USMCA规则产品，因此实际影响范围相对有限。 当地时间7月12日，美国总统特朗普在发送给墨西哥总统辛鲍姆的信函中宣布，将自8月1日起对从墨西哥进口商品 征收30%关税。此前，特朗普于10日称，将自8月1日起对从加拿大进口的商品征收35%关税。 特朗普在信中指责墨西哥在遏制北美地区毒品走私方面成效不足。在此前致加拿大政府的信函中，特朗普同样批 评加方在芬太尼管控问题上行动不力。此外，特朗普还警告两国不要对此次加税进行报复、鼓励对方企业迁入美 国、如对方积极配合可能对税率进行调整等。 上海国际问题研究院外交政策研究所所长牛海彬接受第一财经记者采访时表示，特朗普此次对加拿大和墨西哥加 征关税措施以芬太尼管控问题为主要由头。不过，他表示，此次加征关税措施应当不影响符合美墨加协定 （USMCA）规则的产品，因此实际影响范围相对有限。 威胁与诉求 截至7月12日，特朗普已向24个国家及欧盟发出信函，相较于4月宣布的税率，此次被上调税率的经济体为少数。 目前日本、马来西亚和文莱的税率上升1个百分点，欧盟和加拿大上升10个百分点，墨西哥则上调5个百分点，巴 西则增加了40个百分点。 广东 ...

曾由巴菲特和巴西私募股权公司3G资本联合缔造的食品巨头卡夫亨氏，正计划进行一次重大分拆，将增长更快的酱料业务与传 统的包装食品业务剥离。 7月11日据媒体报道，卡夫亨氏公司计划将包括卡夫产品在内的大部分食品杂货业务分拆为独立实体，估值可达200亿美元。分 拆计划可能在未来几周内敲定，但公司董事会尚未做出最终决定。 据报道，分拆后的剩余公司将专注于增长更快的调味品业务，包括亨氏番茄酱和Grey Poupon芥末等增长更快的酱料和调味品业 务。这些品类更符合当前消费者偏好，相比加工肉类和奶酪产品表现更佳。 这一重大转变标志着2015年合并交易的戏剧性逆转。当年被视为美国包装食品行业救星的这笔交易，最终演变成一笔历史性的 失败投资。曾经是美国家庭必备的产品，逐渐在追求更新鲜、加工程度更低食品的消费者面前失去了吸引力。股价自合并以来 下跌超过60%。 因此如今该公司希望通过分拆提升整体估值，使两个独立实体的总价值超过卡夫亨氏目前约310亿美元的市值。消息传出后，卡 夫亨氏股价周五收涨超2%，扭转日内跌势。 "联姻"的失败：从万众期待到巨额减记 2015年，巴菲特的伯克希尔·哈撒韦公司与3G资本联手促成了卡夫与亨氏的合 ...

Economic Growth and Achievements - The economic increment in China over the past five years is expected to exceed 35 trillion yuan, equivalent to the total economic output of Guangdong, Jiangsu, and Shandong provinces in 2024, surpassing the total of the Yangtze River Delta region and the GDP of the world's third-largest economy [1] - The manufacturing sector has consistently contributed over 30 trillion yuan annually, with China maintaining its position as the world's largest manufacturer for 15 consecutive years, producing the highest output of over 220 major industrial products globally [1] Innovation and R&D - Innovation has been prioritized in the "14th Five-Year Plan," with R&D investment intensity increased to 2.68%, nearing the OECD average, showcasing significant breakthroughs in various fields [2] - The challenges posed by "decoupling and supply chain disruptions" have only strengthened China's resolve for self-reliance and accelerated the pace of independent innovation [2] Quality of Life Improvements - The average life expectancy in China has reached 79 years, with a consistent increase of 1 year every five years from the 12th to the 14th Five-Year Plan [3] - The construction and upgrading of high-standard farmland have reached 460 million mu, with over 1 billion mu completed, ensuring food security as China leads in the production of grains and meat globally [3] Environmental Progress - China has made significant improvements in ecological conditions, with the largest increase in forest area globally, contributing to one-fourth of the world's new greening area [3] - The achievements during the "14th Five-Year Plan" period have exceeded expectations, positioning China as a stable and reliable force in global development [3]

Company Overview - On July 10, the company announced that its controlling shareholder, Ningbo Hanyi Venture Capital Partnership, is planning a significant matter that may lead to a change in control of the company, resulting in the suspension of its stock from July 11 for up to two trading days [1][3] - As of the end of Q1 this year, Ningbo Hanyi directly holds 35.23% of the company's shares, making it the controlling shareholder [2] Stock Performance - On July 10, the company's stock price hit the daily limit, closing at 13.71 yuan per share, with a trading volume of 394 million yuan and a total market capitalization of approximately 5.498 billion yuan [3] Financial Performance - The company reported net profits for the years 2020 to 2024 as follows: approximately 344 million yuan, 282 million yuan, 336 million yuan, 180 million yuan, and a loss of 46.1 million yuan [5] - The company has indicated that its net profit for 2024 is expected to decline due to a strategy of lowering prices without compromising quality, which affects gross margins [5] Industry Context - The snack food industry is currently experiencing intense competition and channel transformation, with the top five brands holding less than 20% market share and frequent price wars due to severe product homogeneity [5] - The rapid expansion of snack retail stores is impacting traditional sales channels [5]

Summary of Key Points Overall Market Trends - The prices of major consumer goods in Dongying City are generally stable, with 55 monitored items showing 8 decreases, 36 stable, and 11 increases week-on-week as of July 10 [1] - Year-on-year comparisons indicate 32 decreases, 8 stable, and 15 increases in prices [1] Grain and Oil Prices - Grain and oil prices remain stable, with 12 monitored items showing no change week-on-week [2] - Specific prices include: - Special flour (500g) at 2.050 CNY, unchanged year-on-year - Japonica rice at 2.860 CNY, down 0.69% year-on-year - Millet at 5.040 CNY, down 5.26% year-on-year - Peanut oil (5L) at 150.000 CNY, unchanged year-on-year [2] Meat, Poultry, and Egg Prices - Meat prices show slight fluctuations, with an average price of 20.640 CNY for 7 monitored types, including: - Lean pork at 14.360 CNY, unchanged week-on-week, down 9.11% year-on-year - Pork belly at 13.160 CNY, unchanged week-on-week, down 14.55% year-on-year - Fresh beef at 34.200 CNY, up 1.18% week-on-week, unchanged year-on-year - Fresh lamb at 40.600 CNY, down 0.49% week-on-week, up 0.50% year-on-year - Broiler chicken at 8.500 CNY, up 1.19% week-on-week, down 5.56% year-on-year - Egg prices slightly decreased to an average of 3.160 CNY, down 4.82% week-on-week, and down 37.05% year-on-year [3] Vegetable and Fruit Prices - Vegetable prices show mixed trends, with an average price of 2.964 CNY for 17 monitored items, including: - Green beans, celery, and garlic sprouts showing decreases of 12.50%, 8.42%, and 4.76% respectively - Oilseed rape, cucumber, and cabbage showing increases of 17.65%, 15.38%, and 7.58% respectively - Fruit prices are generally stable, with an average price of 3.520 CNY for 5 monitored items, showing 1 decrease, 3 stable, and 1 increase week-on-week [4]

Core Points - The article discusses the announcement by U.S. President Trump regarding a new round of tariffs on products from eight countries, specifically increasing the tariff on Philippine products to 20% from the previously announced 17% [1][2] - The increase in tariffs is seen as a move to address the trade deficit with the Philippines, which reached $4.9 billion last year, a 21.8% increase from the previous year [1] - The article highlights the dissatisfaction expressed by experts regarding the sudden change in tariff rates, which could undermine the credibility of the U.S. as a negotiating partner [2][3] Summary by Sections Tariff Announcement - Trump announced a new tariff rate of 20% on Philippine products, effective August 1, which is higher than the previously stated 17% [1] - The rationale behind the increase is unclear, but it may be related to a framework agreement reached with Vietnam, which saw its tariff reduced from 46% to 20% [1][2] Trade Deficit Context - The U.S. trade deficit with the Philippines was $4.9 billion last year, with imports from the Philippines significantly exceeding exports [1] - In contrast, the trade deficit with Vietnam was much larger at $123.5 billion [1] Expert Opinions - Gregory Poling from CSIS speculated that the new tariff rate might be a benchmark based on the agreement with Vietnam [1] - Henrietta Levin criticized the U.S. for undermining trust with the Philippines, emphasizing the need for the U.S. to be a reliable partner in Southeast Asia to effectively compete with China [2] Philippine Response - The Philippine ambassador to the U.S. indicated that further negotiations would take place to lower the 20% tariff [2][3] - The Philippines had previously planned to increase imports of U.S. products to negotiate lower tariffs, but the new rate may dampen optimism regarding these efforts [3] Comparison with Other Countries - The tariffs imposed on the Philippines are significantly lower than those on Brazil, which faces a 50% tariff, and other countries facing tariffs as high as 30% [5][6] - Trump's tariff decisions appear to be influenced by personal grievances rather than purely economic considerations, as seen in the case of Brazil [5][6]

2025 年 6 月份，全国居民消费价格同比上涨 0.1% 。其中，城市上涨 0.1% ，农村下 降 0.2% ；食品价格下降 0.3% ，非食品价格上涨 0.1% ；消费品价格下降 0.2% ，服务价 格上涨 0.5% 。上半年，全国居民消费价格比上年同期下降 0.1% 。 6 月份，全国居民消费价格环比下降 0.1% 。其中，城市下降 0.1% ，农村持平；食品 价格下降 0.4% ，非食品价格持平；消费品价格下降 0.1% ，服务价格持平。 二、各类商品及服务价格环比变动情况 6 月份，食品烟酒类价格环比下降 0.3% ，影响 CPI 下降约 0.09 个百分点。食品中， 鲜果价格下降 3.3% ，影响 CPI 下降约 0.07 个百分点；蛋类价格下降 2.9% ，影响 CPI 下 降约 0.02 个百分点；畜肉类价格下降 0.6% ，影响 CPI 下降约 0.02 个百分点，其中猪肉 一、各类商品及服务价格同比变动情况 价格下降 1.2% ，影响 CPI 下降约 0.02 个百分点；鲜菜价格上涨 0.7% ，影响 CPI 上涨约 0.01 个百分点；水产品价格上涨 0.7% ，影响 CPI 上涨约 0 ...

国家发展改革委主任郑栅洁7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表示， 我国谷物、肉类、花生、茶叶、水果等农产品产量位居世界首位，全球每5斤谷物就有1斤多产自中国。 能源自给率保持在80%以上，2024年油气总产量首次超过4亿吨油当量、发电量达10万亿千瓦时。（新 华社） ...

2025年6月份，全国居民消费价格同比上涨0.1%。其中，城市上涨0.1%，农村下降0.2%；食品价格下降0.3%，非食品价格上涨0.1%；消费品价格下降0.2%， 服务价格上涨0.5%。上半年，全国居民消费价格比上年同期下降0.1%。 6月份，全国居民消费价格环比下降0.1%。其中，城市下降0.1%，农村持平；食品价格下降0.4%，非食品价格持平；消费品价格下降0.1%，服务价格持平。 一、各类商品及服务价格同比变动情况 6月份，食品烟酒类价格同比上涨0.1%，影响CPI（居民消费价格指数）上涨约0.03个百分点。食品中，鲜果价格上涨6.1%，影响CPI上涨约0.12个百分点； 水产品价格上涨3.4%，影响CPI上涨约0.07个百分点；蛋类价格下降7.7%，影响CPI下降约0.05个百分点；畜肉类价格下降4.2%，影响CPI下降约0.13个百分 点，其中猪肉价格下降8.5%，影响CPI下降约0.12个百分点；粮食价格下降1.2%，影响CPI下降约0.02个百分点；鲜菜价格下降0.4%，影响CPI下降约0.01个 百分点。 其他七大类价格同比六涨一降。其中，其他用品及服务、衣着、教育文化娱乐价格分别上涨8.1 ...

转自：中国质量报 □ 孙 博 付冰清 本报记者 孙中杰 从生猪入厂到鲜肉上市，仅需13个小时。在河南省漯河双汇第一工业园，每天傍晚，满载生猪的货车有 序驶入。经标准化屠宰、排酸、分割等工序，新鲜肉类产品便能在次日清晨抵达消费者餐桌。这一高效 且安全的食品供应场景，正同步出现在18个省（市）的双汇现代化肉类加工基地。作为肉制品行业领军 企业，双汇年屠宰生猪1500万头、出栏肉鸡3亿只，产销肉类产品近400万吨，日均超1万吨产品销往全 国各地。这庞大产能的背后，是一套覆盖全产业链的质量管控体系在为食品安全保驾护航。 高投入的硬件升级，源于双汇对食品质量安全文化的高度重视。40余年来，双汇秉持"产品质量无小 事，食品安全大如天"理念，构建起"预防为主、风险管理、全员参与、全程控制"的食品安全内控体 系，形成集团、事业部、项目公司三级管控模式。除食品安全总监、安全员外，近400名食品专业品管 员分布产业链各环节，严格执行质量一票否决制。 200余份覆盖全产业链的质量安全管理文件，支撑起这套管控模式的高效运转。通过导入ISO9000、 HACCP、ISO22000等管理体系，双汇建立了十大标准化内控体系，让每项工作都有 ...