Femorning06.16【财经早餐】每日盘前资讯

Femorning06.16

9分钟 ·
播放数13
·
评论数0

Here is the pure English translation:

1. According to OpenRouter, the total global call volume of AI large models reached 44.6 trillion Tokens last week, up 23.5% month on month and rising for eight consecutive weeks. China contributed nearly 40% of the total volume, staying atop the global ranking for seven straight weeks. The United States recorded 5.72 trillion Tokens, a month-on-month increase of 78.75%. The top four models by call volume are all Chinese ones. DeepSeek V3.2 fell out of the ranking for the first time in half a year, while DeepSeek still ranked first in total call volume across its product line, followed by MiniMax.

2. Tianjin Customs released data showing that the total import and export volume of the Beijing-Tianjin-Hebei region hit 2.09 trillion yuan from January to May, a year-on-year increase of 14.4%, accounting for 10.1% of the national total. Imports and exports in May stood at 484.34 billion yuan, hitting a record high. General trade took up 70% of the total, and bonded logistics surged 68.6%. State-owned enterprises accounted for 52.2% of regional foreign trade, and imports and exports of private enterprises rose 22.9%. Exports of electromechanical products grew 17.4%, with automobiles, electrical equipment and integrated circuits rising by 26.2%, 65.6% and 74.3% respectively. Imports of agricultural products and metal ores increased by 14.9% and 23.9%.

3. The Ministry of Human Resources and Social Security announced the conclusion of this year's national spring joint recruitment campaign for college graduates. A total of 23,000 job fairs were held. 674,000 employers offered over 12.68 million positions, attracting 13.52 million participants. Local authorities focused on key sectors including artificial intelligence, low-altitude economy and advanced manufacturing, and adopted AI and big data to provide precise employment services.

4. The Hong Kong Special Administrative Region launched public consultation on its first five-year development plan. The plan aims to increase the supply of public housing, including public rental housing, subsidized sale flats and temporary public housing. Substandard subdivided units will be phased out in an orderly manner. Land development and urban renewal will be accelerated to improve living conditions. Over the next five years, more than 70,000 housing units and one million square meters of commercial floor space will be provided. Supporting facilities in the Northern Metropolis will be coordinated to build a community suitable for living, working and travelling.

5. Afufu, an AI health application developed by Ant Group, has upgraded its skin diagnosis function. It can now identify over 100 types of skin diseases, up from the previous 50, covering 99% of common skin conditions. A new physician review service is also available, allowing users to have their AI diagnosis results reviewed by doctors from tertiary hospitals. This is the first domestic service combining AI consultation and professional physician review. Users can get feedback from doctors in around two minutes, and the service is free for a limited time. During the trial period, about 15% of users chose the physician review service, with a consistency rate of over 90% between AI and professional diagnosis results.

6. CCTV Finance reported that China's commercial aerospace industry has entered a rapid growth period. By the end of 2025, there were more than 600 related enterprises. The industry raised about 18.6 billion yuan in financing last year, up 32% year on year. Supported by relevant policies and the STAR Market, more than a dozen industrial chain enterprises plan to launch IPOs this year, and the overall market value of the industry has exceeded one trillion yuan. Capital markets now pay more attention to order volume, mass production capacity and commercial operation capability rather than conceptual hype.

7. Suppliers across the global nuclear fusion industry are expanding production capacity to seize opportunities in the future fusion power station market. Consulting institutions predict that annual investment in the construction of commercial fusion power stations will reach 73.1 billion US dollars by 2040, far exceeding the revenue generated by power supply in the same period. Japan's Fujikura plans to invest 72 million US dollars to greatly expand its production of superconducting materials. UK firm Kier and other companies have secured a 200 million pound contract to build a prototype fusion power station. Nevertheless, the supply chain is still small in scale and highly specialized, facing prominent bottlenecks, so some enterprises remain cautious about long-term investment.

8. Omdia has drastically lowered its forecast for global display panel demand this year. Panel shipment volume is expected to drop 6% year on year, revised down from the previous forecast of a 2% decline. The growth rate of demand by panel area was cut from 6% to 1%. Geopolitical tensions in the Middle East have pushed up prices of oil, memory chips and other raw materials. Coupled with tariff pressures, manufacturers have raised product prices, which has curbed consumer demand. Demand for TV panels will decline by 2%, and rising prices may further weaken demand for laptop panels. The whole industry is facing tough operating conditions.

9. CCTV News reported that in response to frequent food safety problems found at Sam's Club offline stores and online platforms, the State Administration for Market Regulation held a meeting with the management of Walmart China. The regulator required the company to strictly abide by laws and regulations, fully fulfill the main responsibility for food safety, prevent risks throughout the industrial chain and protect public food safety.

10. Morgan Stanley pointed out that after more than a year of wide-ranging tariff policies implemented by the United States, the effect of manufacturing reshoring has been limited. The country's import dependency ratio rose to 33.6% last year, and the import penetration rate of durable consumer goods reached 43.5%. Domestic output of the machinery industry saw a slight increase, yet its import dependency remained at 44%. Steel imports fell 30.1% while domestic output rose 6%, but domestic steel prices soared to nearly twice those in China. Imports of AI-related products surged, accounting for about 17% of total US imports. Foreign direct investment in the US is still lower than the peak in 2015, proving that tariffs have failed to effectively boost domestic manufacturing.

11. According to CCTV News, the United Kingdom, France, Germany and Italy issued a joint statement. They stated that once the United States and Iran reach an agreement to cease hostilities, the four countries will lift relevant sanctions against Iran on the condition that Iran takes concrete actions regarding its nuclear program.