铁矿石主力 (DCE_I) 加自选

美国贸易代表团抵达中国进行贸易谈判。虽然预计不会有重大突破，但双方都希望达成一项有限的协议，可能与中国在芬太尼和未来投资承诺方面的措施挂钩，以换取部分关税减免。更广泛的协议仍不确定，北京方面也在考虑美国在军事存在和技术出口管制方面的让步。

US trade delegation arrives for trade talks with China.While no major breakthrough is expected, both sides hope to shape a limited agreement—possibly tied to China's steps on fentanyl and future investment commitments—in exchange for partial tariff relief. A broader deal remains uncertain, with Beijing also eyeing U.S. concessions on military presence and tech export controls.

由于全球经济的不确定性，2025年上半年，中国的外国直接投资（FDI）同比下降15.2%，至4232.3亿元人民币。按行业划分，制造业吸引外资1090.6亿元，服务业吸引外资3058.7亿元，占比较大。高新技术产业仍是重点，实际利用外资1278.7亿元。在该细分市场中，有几个领域出现了强劲增长：电子商务服务激增127.1%，化学制药制造业增长53%，航空航天和设备制造业增长36.2%，医疗设备和器械制造业增长17.7%。从地区角度来看，东盟国家的投资增长了8.8%，而瑞士和日本的投资分别大幅增长了68.6%和59.1%。英国、德国和韩国也分别上涨了37.6%、6.3%和2.7%。虽然总投资下降，但外国对中国高科技行业的兴趣仍然强劲。

Foreign direct investment (FDI) in China fell by 15.2% year-on-year to CNY 423.23 billion in the first half of 2025, amid global economic uncertainty. By sector, the manufacturing industry attracted CNY 109.06 billion in foreign capital, while the services sector received a larger share at CNY 305.87 billion. High-tech industries remained a key focus, accounting for CNY 127.87 billion in actual foreign investment. Within that segment, several areas saw strong growth: e-commerce services surged by 127.1%, chemical pharmaceutical manufacturing rose 53%, aerospace and equipment manufacturing increased 36.2%, and medical equipment and device manufacturing grew 17.7%. From a regional perspective, investment from ASEAN countries rose 8.8%, while Switzerland and Japan saw sharp increases of 68.6% and 59.1%, respectively. The UK, Germany, and South Korea also recorded gains of 37.6%, 6.3%, and 2.7%. While total investment fell, foreign interest in China’s high-tech sectors remained strong.

美国放弃对中国技术出口的限制，寻求达成协议-报告。据报道，美国已冻结对中国关键技术的出口管制，希望保持更平稳的贸易关系。他补充说，这个想法是最终在今年晚些时候举行特朗普和Xi的会晤。

US casts aside restrictions on technology exports to China in search of a deal - report.It is reported that the US has frozen export controls on key technology to China in hopes of keeping smoother trade relations. Adding that the idea is to eventually circle around to a meeting between Trump and Xi later this year.

中国将在年底前初步建立全国统一的电力市场。中国国家能源局（NEA）举行了定期会议，发布了一系列指令，旨在确保季节性电力需求上升时的能源安全和系统稳定性。

China to establish a preliminary nationwide unified power market by the end of the year.China's National Energy Administration (NEA) held its regular meeting, issuing a series of directives aimed at ensuring energy security and system stability amid rising seasonal power demand.