Group 1 - The State Administration of Foreign Exchange reported that in the first half of the year, banks accumulated foreign exchange settlement of 82,135 billion yuan and foreign exchange sales of 83,950 billion yuan, indicating a stable foreign exchange market with strong resilience and vitality, outperforming market expectations [1] - In the first half of the year, there was a net inflow of cross-border funds of 127.3 billion USD from non-bank sectors, and foreign capital net increased holdings of domestic stocks and funds by 10.1 billion USD, reversing the net reduction trend of the past two years, with expectations for gradual increases in foreign allocation of RMB assets [1] Group 2 - The Ministry of Human Resources and Social Security reported that as of the end of June, the number of participants in basic pension, unemployment, and work injury insurance reached 1.071 billion, 245 million, and 300 million respectively, all showing stable growth year-on-year [4] - The Central Huijin Investment Co. has significantly increased its holdings in exchange-traded funds (ETFs), with a total subscription of over 200 billion yuan in the second quarter, aligning its strategic layout with policy guidance to stabilize market expectations and attract long-term capital [4] Group 3 - JD.com launched a "Dish Partner" recruitment plan, offering 1 billion yuan in cash to find partners for 1,000 signature dishes, with a guaranteed dividend of 1 million yuan for each dish [7] - Meituan announced the official launch of the "Ten Thousand Brands" plan, providing traffic support, customized services, and brand support for 10,000 well-known catering brands, with over 5,000 brands already participating [8]

央行：二季度末金融机构人民币各项贷款余额268.56万亿元 央行发布2025年二季度金融机构贷款投向统计报告。2025年二季度末，金融机构人民币各项贷款余额 268.56万亿元，同比增长7.1%，上半年人民币贷款增加12.92万亿元。2025年二季度末，人民币房地产 贷款余额53.33万亿元，同比增长0.4%，增速比上年末高0.6个百分点，上半年增加4166亿元。2025年二 季度末，房地产开发贷款余额13.81万亿元，同比增长0.3%，上半年增加2926亿元。个人住房贷款余额 37.74万亿元，同比下降0.1%，增速比上年末高1.2个百分点，上半年增加510亿元。 Omdia：今年全球9英寸以上显示面板出货预计同比增长2.9%至8.76亿片 Omdia报告指出，今年全球9英寸以上大尺寸显示面板的出货量预计同比增长2.9%至9.1亿片。这一预估 好于同一机构上季度给出的2.6%增幅和9.08亿片总出货规模。（同花顺） 工信部：上半年电信业务收入累计完成9055亿元 同比增长1% 工信部发布2025年上半年通信业经济运行情况，上半年，通信业运行基本平稳。电信业务量收保持增 长，新型基础设施建设有序推进，5G、千 ...

字节跳动Seed团队今日发布通用机器人（300024）模型GR-3，作为一款全新VLA模型，其具备泛化到 新物体和新环境的能力，能理解包含抽象概念的语言指令，还能够精细地操作柔性物体。同时，该团队 还开发了一款具备高灵活性、高可靠性的通用双臂移动机器人ByteMini，其作为机器人本体搭载GR-3 模型可高效在真实环境中处理复杂任务。(科创板日报) ...