1、据国家有关部门消息， 消费品以旧换新加力扩围政策没有变化， 补贴资金使用进度符合预期， 后续还将有1380亿元中央资金在三、四季度分批 有序下达。 2、 中国人民银行与香港金管局启动跨境支付通，将于6月22日上线运行。 支持用户通过参与机构的手机银行、网上银行等渠道，线上发起内地与香港间 人民币和港币的跨境汇款；支持经常项目项下一定金额内的便利化汇款实时到账。 1、外交部发言人宣布， 应国务院总理李强邀请，新加坡总理黄循财将于6月22日至26日对中国进行正式访问。 访问期间，习近平主席将会见黄循 财总理，李强总理、赵乐际委员长将分别同他举行会谈会见。 2、 6月LPR报价出炉，1年期品种报3.0%，5年期以上品种报3.5%，均与上期持平。 中信证券指出，5月LPR报价跟随逆回购利率下调基点后，政策进入 成效观察期，而截至目前6月逆回购利率并未调降， 本次报价不变符合预期。 3、财政部公布数据显示， 今年前五个月，全国一般公共预算支出达112953亿元，同比增长4.2%。 全国一般公共预算收入96623亿元，同比下降0.3%，降 幅略有收窄。 4、 商务部部长王文涛与欧盟贸易和经济安全委员谢夫乔维奇举行会谈 ...

Group 1: Medical Devices and Healthcare - The National Medical Products Administration (NMPA) is set to introduce new measures to support the innovation and development of high-end medical devices, which will promote the application of new technologies, materials, and methods in healthcare [1] Group 2: Technology and Software - Huawei's HarmonyOS 6 was unveiled at the 2025 Developer Conference, with the developer Beta version officially launched, indicating a significant demand for talent in the Harmony ecosystem, which has over 30,000 applications in development and more than 8 million registered developers [2] Group 3: Financial Services - The People's Bank of China and the Hong Kong Monetary Authority launched a cross-border payment system to facilitate efficient and secure payment services between mainland China and Hong Kong, set to go live on June 22, 2025 [3] - The Ministry of Commerce reported that from January to May 2025, foreign direct investment in China amounted to 358.19 billion yuan, a year-on-year decrease of 13.2% [5] Group 4: Investment and IPOs - Yushu Technology has completed a C-round financing of approximately 700 million yuan, with a post-financing valuation of about 12 billion yuan, and is actively pursuing an IPO, primarily targeting the A-share market [6] Group 5: Taxation and Revenue - From January to May 2025, the total revenue of the general public budget in China was 96,623 billion yuan, with a slight year-on-year decrease of 0.3%. The securities transaction stamp duty reached 66.8 billion yuan, reflecting a significant year-on-year increase of 52.4% [7] Group 6: Market Trends - The U.S. stock market saw gains, with the Nasdaq rising over 0.5%, and Bitcoin-related stocks performing well, indicating a positive market sentiment [8] - Japan's Ministry of Finance plans to reduce the issuance of super-long-term government bonds by 3.2 trillion yen (approximately 220 billion USD), exceeding market expectations [9] - South Korea's KOSPI index rose by 1.48%, surpassing the 3000-point mark for the first time since January 2022, driven by positive news in the AI sector and fiscal stimulus measures [10]

Core Viewpoint - Huawei has unveiled HarmonyOS 6 and the Pangu Model 5.5 at the annual developer conference, showcasing significant advancements in operating systems and AI capabilities [2][7]. Group 1: HarmonyOS 6 - HarmonyOS 6 has been officially launched with a developer Beta version available, introducing the Harmony Agent Framework (HMAF) and over 50 new smart agents across various applications [3][5]. - The new operating system features a low-latency interconnected architecture, enhancing user experience with improved device sharing capabilities, such as transferring files between mobile phones and computers [5]. - Huawei has initiated the "Harmony Starlight Program," committing 100 million yuan to support innovation and talent development within the Harmony ecosystem, which has seen exponential growth with over 8 million developers and 1.3 billion lines of code [5][6]. Group 2: Pangu Model 5.5 - The Pangu Model 5.5 has been released, featuring upgrades in five foundational models: natural language processing, computer vision, multimodal capabilities, prediction, and scientific computing, aimed at transforming various industries [7][8]. - The model enhances user experience with features like adaptive fast-slow thinking, improving inference efficiency by 8 times, and has been implemented in over 30 industries and 500 scenarios [10]. - The new generation of Ascend AI Cloud services has been launched, utilizing the CloudMatrix384 super node architecture, which integrates 384 Ascend NPUs and 192 Kunpeng CPUs, significantly boosting AI inference throughput to 2300 Tokens/s [12][14]. Group 3: CloudRobo Intelligent Platform - The CloudRobo platform has been introduced, designed to provide a comprehensive solution for embodied intelligence, integrating data synthesis, model development, and deployment capabilities [15]. - This platform aims to enable all connected entities to function as intelligent robots, leveraging the multimodal capabilities of the Pangu Model to support various industrial applications [15].