{
  "schemaVersion": "1.0",
  "product": "破茧",
  "date": "2026-07-29",
  "updatedAt": "2026-07-29T09:10:09+08:00",
  "timezone": "Asia/Shanghai",
  "topStories": [
    {
      "id": "china-immersion-duv-mass-production-report",
      "title": "中国芯片设备：路透社报道国产浸没式 DUV 光刻机已开始量产，仍需继续测试",
      "point": "该报道涉及先进制程设备本土化；报道同时指出设备与领先产品仍有差距。",
      "date": "2026-07-28",
      "sourceName": "Reuters（Investing.com 转载）",
      "url": "https://www.investing.com/news/stock-market-news/exclusivechina-starts-production-of-homegrown-immersion-duv-chipmaking-tools--source-4815671",
      "tags": [
        "科技领域",
        "半导体",
        "中国"
      ]
    },
    {
      "id": "iran-saudi-oman-hormuz-security-talks",
      "title": "霍尔木兹海峡：伊朗外长与沙特、阿曼外长讨论安全与地区稳定",
      "point": "关键能源通道安全进入伊朗与两个海湾国家的外交沟通，关联地区海上运输风险。",
      "date": "2026-07-28",
      "sourceName": "Reuters（Internazionale 转载）",
      "url": "https://www.internazionale.it/ultime-notizie-reuters/2026/07/28/iran-s-foreign-minister-discusses-security-of-strait-of-hormuz-with-saudi-omani-counterparts",
      "tags": [
        "地缘风险",
        "霍尔木兹海峡",
        "航运"
      ]
    },
    {
      "id": "oregon-wildfires-over-one-million-acres",
      "title": "美国野火：俄勒冈数十起火灾蔓延，7月27日前全州过火面积逾100万英亩",
      "point": "雷暴、干旱和高温交织，已触发空气质量提示与大规模消防部署。",
      "date": "2026-07-28",
      "sourceName": "NASA Earth Observatory",
      "url": "https://science.nasa.gov/earth/natural-disasters/wildfires/smoke-blankets-oregon/",
      "tags": [
        "气候与能源",
        "野火",
        "美国"
      ]
    },
    {
      "id": "china-q2-2026-loan-statistics",
      "title": "中国信贷：二季度末人民币贷款余额282.63万亿元，上半年新增10.72万亿元",
      "point": "企业经营、科技型中小企业和绿色贷款增速快于全部贷款，反映信贷投向结构。",
      "date": "2026-07-28",
      "sourceName": "新华财经（人民银行数据）",
      "url": "https://www.cnfin.com/yw-lb/detail/20260728/4447323_1.html",
      "tags": [
        "经济金融",
        "中国",
        "信贷"
      ]
    },
    {
      "id": "china-student-loans-2025-coverage",
      "title": "中国助学贷款：截至2025年底累计发放6958亿元，覆盖超3000万名学生",
      "point": "学生资助与教育负担的覆盖规模，关联低收入群体的教育可及性。",
      "date": "2026-07-28",
      "sourceName": "新华社",
      "url": "https://en.people.cn/n3/2026/0728/c90000-20482513.html",
      "tags": [
        "消费与社会",
        "教育",
        "社会保障"
      ]
    },
    {
      "id": "unaids-2025-global-hiv-response-report",
      "title": "全球艾滋病：UNAIDS称2025年新增 HIV 感染120万例、相关死亡57万例",
      "point": "国际融资削减与防治服务连续性风险同时出现，涉及公共卫生体系承压。",
      "date": "2026-07-28",
      "sourceName": "联合国／UNAIDS",
      "url": "https://india.un.org/en/320136-global-hiv-response-falters-reemergence-looms",
      "tags": [
        "消费与社会",
        "公共卫生",
        "全球"
      ]
    }
  ],
  "markets": [],
  "modules": {
    "technology": [
      {
        "id": "nasa-roman-telescope-fueled-for-august-launch",
        "title": "美国天文：NASA 为 Roman 太空望远镜加注290加仑肼，目标最早8月30日发射",
        "point": "望远镜将前往日地 L2 执行五年主任务，覆盖暗能量与系外行星观测。",
        "date": "2026-07-27",
        "sourceName": "NASA",
        "url": "https://science.nasa.gov/blogs/roman/2026/07/27/nasa-fuels-roman-space-telescope-for-late-august-launch/",
        "tags": [
          "科技领域",
          "航天",
          "天文"
        ]
      },
      {
        "id": "ukdi-cycle-8-rapid-deployment-technology",
        "title": "英国防务技术：UKDI启动第8轮快速部署计划，要求方案4个月达TRL6并具备12个月内投入使用路径",
        "point": "防务创新项目把技术成熟度、可制造性和快速扩产设为同步门槛。",
        "date": "2026-07-28",
        "sourceName": "UK Defence Innovation",
        "url": "https://www.gov.uk/government/news/faster-than-the-best-better-than-the-rest-ukdi-launches-new-cycle-of-innovation-support-to-operations",
        "tags": [
          "科技领域",
          "防务",
          "先进制造"
        ]
      }
    ],
    "geopolitics": [
      {
        "id": "west-bank-outposts-legalisation-un-response",
        "title": "约旦河西岸：以色列拟加快农场前哨合法化并增设前哨；联合国秘书长称其违反国际法",
        "point": "定居点措施与西岸暴力、通行限制同步升级，涉及两国方案与地区安全环境。",
        "date": "2026-07-28",
        "sourceName": "联合国驻巴勒斯坦机构",
        "url": "https://palestine.un.org/en/320138-guterres-fast-tracking-west-bank-outposts-%E2%80%98flagrant-violation%E2%80%99-international-law",
        "tags": [
          "地缘风险",
          "巴以",
          "约旦河西岸"
        ]
      }
    ],
    "industry": [
      {
        "id": "us-critical-minerals-2027-supply-gap-report",
        "title": "美国关键矿产：路透社调查称本土矿山和加工商难在2027年禁购期限前补足供应",
        "point": "稀土磁体、钨和钽的供给缺口关联军工、汽车与计算设备供应链。",
        "date": "2026-07-27",
        "sourceName": "Reuters（Investing.com 转载）",
        "url": "https://www.investing.com/news/stock-market-news/trump-may-need-to-allow-chinese-minerals-as-us-industry-struggles-to-meet-2027-deadline-4813308",
        "tags": [
          "行业雷达",
          "关键矿产",
          "供应链"
        ]
      }
    ],
    "economicFinance": [
      {
        "id": "oecd-malaysia-economic-survey-2026",
        "title": "马来西亚经济：OECD预计GDP增速将由2025年5.2%放缓至2026年4.9%",
        "point": "贸易紧张、商品价格和全球需求被列为这一区域经济体的下行风险。",
        "date": "2026-07-28",
        "sourceName": "OECD",
        "url": "https://www.oecd.org/en/about/news/press-releases/2026/07/malaysia-can-sustain-high-growth-through-reforms-that-strengthen-fiscal-management-boost-productivity-and-improve-education.html",
        "tags": [
          "经济金融",
          "东南亚",
          "宏观经济"
        ]
      }
    ],
    "policy": [
      {
        "id": "uk-hydrocortisone-excessive-pricing-ruling",
        "title": "英国药品反垄断：上诉法院维持两公司过度抬高氢化可的松片价格的违法认定",
        "point": "判决确认原料药仿制药市场的滥用支配地位与延迟竞争问题，涉及NHS药品支出。",
        "date": "2026-07-28",
        "sourceName": "英国竞争与市场管理局",
        "url": "https://www.gov.uk/government/news/court-upholds-cma-findings-that-firms-charged-excessive-and-unfair-prices-for-lifesaving-nhs-funded-medicine",
        "tags": [
          "监管与政策",
          "反垄断",
          "医疗"
        ]
      },
      {
        "id": "unep-just-transition-law-policy-report",
        "title": "全球气候转型：UNEP称截至2024年67个巴黎协定缔约方已在气候行动计划写入“公平转型”",
        "point": "能源、采矿、建筑等领域的转型议题正从承诺进入法律、机构与政策实施层面。",
        "date": "2026-07-28",
        "sourceName": "联合国环境规划署",
        "url": "https://www.unep.org/news-and-stories/press-release/courts-legislatures-countries-are-embedding-just-transition-law-and",
        "tags": [
          "监管与政策",
          "气候转型",
          "能源"
        ]
      }
    ],
    "climateEnergy": [],
    "consumerSociety": [],
    "socialHotlist": [],
    "schedule": [],
    "anomalies": [
      {
        "id": "uk-space-operations-june-reentry-increase",
        "title": "近地空间：英国国家空间运行中心称6月监测到53个再入物体，环比增加10%",
        "point": "再入、碰撞规避与空间天气警报均较5月上升，是低关注的空间基础设施风险信号。",
        "date": "2026-07-28",
        "sourceName": "英国国家空间运行中心",
        "url": "https://www.gov.uk/government/news/how-we-protected-the-uk-and-space-in-june-2026",
        "tags": [
          "低关注异常信号",
          "空间基础设施",
          "卫星"
        ]
      }
    ]
  },
  "reportId": "2026-07-29_0906"
}