市场全天震荡反弹，沪指再创年内新高 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3461.15 | 0.18% | 6.36 | | | 深证成指 | 10534.58 | 1.17% | 121.96 | | | 沪深 300 | 3968.07 | 0.62% | 24.38 | | | 创业板 | 2164.09 | 1.90% | 40.37 | | | 科创 50 | 984.95 | 0.24% | 2.31 | | | 北证 50 | 1442.17 | 0.21% | 3.02 | | 证券研究报告 2025 年 7 月 4 日 星期五 【A 股市场大势研判】 本报告的风险等级为中风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 1 财富通每日策略 值得关注的是，数据显示，6 月 30 日，合计有 43 家 IPO 被沪深北三大交易所受理； 而在 6 月 26 日和 6 月 27 日，均有 18 ...

Economic Growth and Trade Agreement - The UK economy grew at a rate of 0.7% in the first quarter of 2025, marking the fastest growth in a year and making it the fastest-growing economy in the G7 [2][6] - The UK-US trade agreement, effective from June 30, 2025, reduces tariffs on UK automotive and aerospace exports to the US, with a 10% tariff on cars and a 0% tariff on aircraft engines and parts [6] Currency Stability - Following the economic news and trade agreement, the British pound remains stable, with an exchange rate of 1.37 against the US dollar and 9.8 against the Chinese yuan [8][9] Political Landscape - The rise of the Reform Party in London poses a threat to other political parties, with membership doubling since the last election and increasing support among potential voters [10] Healthcare Innovations - The UK Health Secretary announced that robotic-assisted surgeries will become a core part of the NHS development plan over the next decade, aiming for 1 in 8 surgeries to be robot-assisted [12][15] Upcoming IPO - Greek industrial giant Metlen plans to list on the London Stock Exchange on August 4, 2025, with a market value of approximately £5.1 billion [17][18] Cryptocurrency Investments - Several London-listed companies have announced investments in Bitcoin, capitalizing on a 74% increase in Bitcoin's value over the past year, with notable stock price surges following these announcements [20][22] Crime Rates in Newport - Newport has become the town with the highest crime rate in Wales, largely due to drug-related issues, with a crime rate of 121 per 1,000 people, significantly above the Welsh average [24]

英国政府：英美贸易协议已于今日生效，削减了英国汽车和航空航天产品对美出口关税。 ...

当地时间17日，为期两天的七国集团（G7）峰会在加拿大卡尔加里市卡纳纳斯基斯村落下帷幕。 期间，以色列和伊朗之间冲突的迅速升级和美国总统特朗普因中东事务的提前离开给G7会议增加了 一些变数。 据新华社，本次峰会没有发布联合公报。 加拿大总理卡尼在闭幕记者会上承认七国集团领导人在许 多问题上存在意见分歧，但他表示，他们努力为其中一些问题找到共同的解决方案。 贸易谈判进展不明显 美国政府所谓"对等关税"的谈判窗口期将于7月9日结束。随着特朗普因中东事务提前离开，欧盟、 日本、韩国等在峰会期间就关税问题贸易谈判取得突破的希望落空。 当地时间16日，特朗普与欧盟委员会主席冯德莱恩在会议间隙就贸易问题进行了几分钟的会谈。会 谈数小时后，特朗普在乘坐空军一号返回华盛顿时对媒体表示："我们正在谈判，但我觉得他们还没 2025.06. 19 本文字数：1453，阅读时长大约3分钟 作者 | 第一财经 程程 会晤期间，特朗普对媒体表示，与卡尼在贸易政策上仍存在分歧，他有一个"更简单""更容易"的"关 税想法"，而卡尼则"有一个更复杂想法"。双方均表示将在未来继续谈判以达成协议。据知情人士对 媒体透露，这两个邻国已交换了纸质提案 ...

Group 1: G7 Summit Outcomes - The G7 summit concluded without a joint communiqué, highlighting significant disagreements among leaders on various issues [1] - Canadian Prime Minister Carney acknowledged the efforts to find common solutions despite the differences [1] Group 2: Trade Negotiations - The U.S. government's "reciprocal tariffs" negotiation window is set to close on July 9, with no significant progress made during the summit [3] - Trump expressed dissatisfaction with the current trade negotiations, stating that a fair agreement has not been proposed by the EU [3] - Japan's Prime Minister Ishiba noted ongoing cognitive differences in trade discussions with the U.S., but both sides agreed to continue negotiations [3] Group 3: Bilateral Meetings - Carney and Trump held a one-hour meeting discussing trade pressures and priorities, with both leaders acknowledging differing views on trade policy [4] - The U.S. and UK signed the "Economic Prosperity Agreement," which primarily addresses tariff reductions on automotive and aerospace products, while steel and pharmaceutical tariffs remain unresolved [5] Group 4: Regional Conflicts and Relations - The summit addressed the escalating conflict between Israel and Iran, calling for a resolution and emphasizing the need for energy market stability [6] - Carney's meeting with Indian Prime Minister Modi marked a diplomatic recovery following tensions over a recent incident involving a Sikh leader in Canada [6] - The EU is set to sign a defense procurement agreement with Canada, indicating strengthening ties between the two regions [6]

Market Overview - On June 17, the A-share market experienced slight adjustments, with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.12%, and the ChiNext Index down 0.36%[3] - The trading volume in the Shanghai and Shenzhen markets exceeded 1.2 trillion yuan, showing a slight decrease compared to the previous trading day[1] Sector Performance - Major sectors such as oil, coal, home appliances, environmental protection, military industry, and steel showed positive performance, while the market was characterized by a balanced flow of funds towards growth sectors[1][2] - The net inflow of funds on June 17 was 144.31 billion yuan for the Shanghai index and 143.41 billion yuan for the Shenzhen index, with the top three inflow sectors being batteries, diversified finance, and agricultural chemicals[4] Market Trends - The market is expected to maintain a consolidation pattern in the short term, with the Shanghai Composite Index fluctuating within a narrow range of less than 20 points between 3376 and 3393 points[1] - The active sectors included brain-computer interfaces, combustible ice, shale gas, natural gas, solid-state batteries, and digital currencies, with over 2200 stocks rising in the two markets[1][2] International Trade and Economic Policies - The U.S. and the U.K. reached a trade agreement that includes a quota of 100,000 vehicles for U.K. car imports and a 10% tariff rate, aiming to enhance supply chain security for steel and aluminum products[5] - The State-owned Assets Supervision and Administration Commission reported that the average completion rate of key reform tasks for state-owned enterprises has exceeded 80% as of the first quarter of 2025[6] Cross-Border E-commerce - In 2024, China's cross-border e-commerce exports reached approximately 2.15 trillion yuan, a year-on-year increase of 16.9%, accounting for 8.5% of total goods exports[8][9] - The main export destinations included the U.S. (36.2%), the U.K. (11.7%), and Germany (5.7%), while the primary sources of imports were the U.S. (15.8%), Japan (10.5%), and Germany (9.8%)[9] Upcoming Events - The third Chain Expo will take place from July 16 to July 20, 2025, in Beijing, with an expected participation of 1,200 exhibitors, including over 650 domestic and foreign enterprises[10]

21世纪经济报道记者赖镇桃广州报道 特朗普称与英国的关系"非常好"，同时举起自己刚刚签署的文件说道："我们签了，就这么定了。" 据央视新闻报道，当地时间6月16日，美国白宫发表声明表示，美国总统特朗普与英国首相斯塔默共同 宣布了贸易协议的一般条款。据悉，在一般条款中，美国计划为英国汽车进口设定每年10万辆的配额， 征收关税税率为10%。在英国满足某些要求的前提下，美国计划迅速对英国生产的钢铝制品以及某些衍 生钢铝制品设定"最惠国"税率配额。 据新华社报道，特朗普和斯塔默是在G7峰会期间签署这份贸易协议的。但随着美国总统特朗普16日晚 提前回国，多国期待在会议期间与美国就贸易谈判取得突破的希望落空。 在受访专家看来，英美贸易协议为其他国家提供了一个参考，但是英国为了换取美国的关税减免也做出 了很大让步和妥协，这不一定能为许多国家所接受。为什么是英国？ 据新华社报道，特朗普8日在白宫宣布，美国与英国达成一项新的贸易协议，部分撤回特定领域的关 税，进一步扩大双方产品的市场准入。不过，美方此前加征的10%所谓"对等关税"也未取消。 这周一，美国和英国签署的贸易协议基本延续了上个月达成的协议框架。据央视新闻报道，在一般 ...

Group 1 - The core event involved a mishap where President Trump dropped documents during a press interview at the G7 summit, prompting UK Prime Minister Sunak to assist in picking them up to avoid security issues [1][3] - Sunak emphasized the strict security protocols surrounding the President, indicating limited options in such situations, which necessitated his action to prevent others from approaching [3] - The meeting resulted in an agreement between the US and UK to implement a trade deal aimed at reducing tariffs on key exports and increasing import quotas for certain US agricultural products, although the US did not immediately reduce steel tariffs, a key demand from the UK [1][2]

2025.06. 17 本文字数：2279，阅读时长大约4分钟 当地时间6月16日，在加拿大召开的七国集团（G7）峰会上，美国总统特朗普与英国首相斯塔默签 署了上个月宣布达成的英美《经济繁荣协议》。然而，这份备受关注的协议并未兑现双方早前承诺的 全部内容。 根据特朗普同日签署的行政令，协议仅落实了英国汽车和航空航天产品的关税优惠安排，而钢铁和药 品关税的削减仍待后续谈判。这一结果使得协议的实际覆盖范围较预期有所缩水。 斯塔默对此表示欢迎，称这项协议落实了汽车和航空航天行业的关税安排，是英美两国"强劲关系的 象征"。 英国汽车制造商和贸易商协会（SMMT）首席执行官霍斯（Mike Hawes）则表示，这将使"许多制 造商能够立即恢复交付"。不过，他同时称："我们仍在等待协议的全部细节以及如何执行。" 协议中仍存在一些悬而未决的问题，钢铝产品和药品的关税问题尚未得到最终解决。英国政府在5月 发布的声明中称，双方已同意钢铝关税降至零。但根据行政令，美国商务部长将在评估英国遵守供应 链安全标准的情况后，在未来为英国钢铝产品制定关税配额，目前超出配额的进口仍需缴纳现行关 税。在药品方面，行政令称，两国将继续就优惠待遇进 ...

此次签署的协议和上个月公布的框架协议相比内容更为有限，英国保守党党魁巴德诺克称其为"一项微不足道的小型关税协议"。 当地时间6月16日，在加拿大召开的七国集团（G7）峰会上，美国总统特朗普与英国首相斯塔默签署了上个月宣布达成的英美《经济繁荣协议》。然而，这 份备受关注的协议并未兑现双方早前承诺的全部内容。 根据特朗普同日签署的行政令，协议仅落实了英国汽车和航空航天产品的关税优惠安排，而钢铁和药品关税的削减仍待后续谈判。这一结果使得协议的实际 覆盖范围较预期有所缩水。 英国杜伦大学法学院副院长、跨国法教授兼全球政策研究所联合主任杜明在接受第一财经记者专访时表示，美方意图以所谓"对等关税"为筹码扩大市场准 入，并削减非关税壁垒。然而，美英协议的核心风险在于稳定性缺失和执行的不确定性。"协议明确规定不具法律约束力，任何一方可随时提出修改或退 出。这种特性为执行随意性埋下隐患。"杜明说。 钢铁和药品关税仍悬而未决 根据特朗普签署的行政令，英国生产的汽车将享受每年10万辆的关税配额，适用税率为10%，低于对其他贸易伙伴征收的25%关税。这项政策同样适用于英 国产的汽车零部件。配额制度将在《联邦公报》发布七天后正式生效。 ...