{ "schemaVersion": "1.0", "product": "破茧", "date": "2026-08-27", "updatedAt": "2026-08-27T14:49:21+08:00", "timezone": "Asia/Shanghai", "reportId": "2026-08-27_1446", "topStories": [ { "id": "china-industrial-profits-2026-08-27", "title": "中国工业利润：前7个月同比增长17.6%；电子业翻倍，而汽车和黑色金属利润明显下降", "point": "利润回升呈明显行业分化，产成品存货增长10.8%、应收账款增长8.5%，连接制造业景气与资金周转压力。", "date": "2026-08-27", "sourceName": "国家统计局", "url": "https://www.stats.gov.cn/sj/zxfbhjd/202608/t20260827_1965126.html", "tags": [ "中国", "工业利润", "制造业", "库存" ] }, { "id": "bok-base-rate-3pct-2026-08-27", "title": "韩国央行：连续第二次加息25个基点至3%；通胀与金融稳定风险促使货币条件继续收紧", "point": "这是韩国三年七个月来首次连续加息，涉及居民负债、房地产和韩元汇率的共同压力。", "date": "2026-08-27", "sourceName": "Bank of Korea", "url": "https://www.bok.or.kr/eng/bbs/E0000634/view.do?depth=400423&menuNo=400423&nttId=11064193&programType=newsDataEng&relate=Y", "tags": [ "韩国", "利率", "通胀", "金融稳定" ] }, { "id": "nepal-tibet-glacial-flood-2026-08-27", "title": "中尼边境冰川崩塌洪水：尼泊尔165人死亡、826人失踪；中方报告3人死亡、558人失踪", "point": "同一河系14个月内两次发生突发洪水，暴露喜马拉雅跨境通道、社区和水资源的复合风险。", "date": "2026-08-27", "sourceName": "AP News", "url": "https://apnews.com/article/61b592d428e4631add31ce052d0daf1f", "tags": [ "尼泊尔", "中国", "冰川", "洪水" ] }, { "id": "china-ai-industrial-roadmap-2026-08-26", "title": "中国人工智能：已形成近200项关键标准；工业全链条应用与多地伦理审查同步推进", "point": "标准、制造应用、伦理治理和6G试验被纳入同一产业升级路径，影响技术落地和行业准入边界。", "date": "2026-08-26", "sourceName": "SCIO/Xinhua", "url": "https://english.scio.gov.cn/pressroom/2026-08/26/content_118665742.html", "tags": [ "中国", "人工智能", "工业标准", "伦理治理" ] }, { "id": "us-gdp-second-estimate-2026-q2", "title": "美国经济：二季度实际GDP年化增长1.5%；私人国内最终需求增长4.2%，价格压力仍高", "point": "总量增长较一季度放缓，但私人需求更强，PCE价格指数年化上涨5.3%，显示增长与通胀并存。", "date": "2026-08-26", "sourceName": "U.S. BEA", "url": "https://www.bea.gov/news/2026/gdp-second-estimate-and-corporate-profits-2nd-quarter-2026", "tags": [ "美国", "GDP", "私人需求", "通胀" ] }, { "id": "iran-oman-hormuz-shipping-framework-2026-08-26", "title": "霍尔木兹海峡：伊朗与阿曼讨论商船通行安排；潜在协议拟排除军舰通行", "point": "海峡在战争持续近六个月后仍大体关闭，新安排直接关系全球约五分之一石油运输通道的恢复边界。", "date": "2026-08-26", "sourceName": "AP News", "url": "https://apnews.com/article/cb19bc3f0b467db591edbef52d0db273", "tags": [ "伊朗", "阿曼", "霍尔木兹海峡", "航运安全" ] } ], "markets": [], "modules": { "technology": [ { "id": "china-public-data-scenarios-2026-08-25", "title": "中国公共数据：第五批50个示范场景发布；累计150个场景覆盖23个重点方向", "point": "已登记的数据资源、产品和服务超过30万项并覆盖97个国民经济大类，公共数据开始进入跨行业规模化应用阶段。", "date": "2026-08-25", "sourceName": "国家数据局", "url": "https://www.nda.gov.cn/sjj/swdt/xwfb/0825/20260825204140175751047_pc.html", "tags": [ "中国", "公共数据", "数字基础设施", "数据治理" ] } ], "geopolitics": [], "industry": [ { "id": "china-agri-origin-market-plan-2026-08-26", "title": "中国农产品流通：提出2030年基本建成现代产地市场体系；冷链、物流和库存监测将同步完善", "point": "规划连接产地批发、仓储保鲜、物流配送和价格库存信息，影响农产品损耗、供给稳定与小农户销售链条。", "date": "2026-08-26", "sourceName": "Xinhua", "url": "https://www.beijing.gov.cn/ywdt/zybwdt/202608/t20260826_4837184.html", "tags": [ "中国", "农产品", "冷链物流", "库存监测" ] } ], "economicFinance": [], "policy": [ { "id": "china-ecological-accountability-2026-08-26", "title": "中国生态问责：严重环境损害实行终身追责；适用范围扩至事业单位、开发区和国企负责人", "point": "修订规则把碳达峰推进不力纳入问责情形，扩大地方发展决策与国有机构的环境责任边界。", "date": "2026-08-26", "sourceName": "中国政府网/Xinhua", "url": "https://english.www.gov.cn/policies/latestreleases/202608/26/content_WS6a8e4ccbc6d00ca5f9a0cc9b.html", "tags": [ "中国", "生态环境", "终身问责", "碳达峰" ] }, { "id": "us-bulk-power-emergency-2026-08-26", "title": "美国电网安全：总统令宣布国家紧急状态；高风险外国大电网设备交易将受禁止或附加条件", "point": "规则覆盖设备、关键软件和数字能力，能源部须在120天内制定实施规则，电网供应链准入边界将改变。", "date": "2026-08-26", "sourceName": "The White House", "url": "https://www.whitehouse.gov/presidential-actions/2026/08/declaring-a-national-emergency-to-secure-the-united-states-bulk-power-system/", "tags": [ "美国", "电网安全", "供应链", "行政命令" ] } ], "climateEnergy": [ { "id": "uk-plugin-solar-legalization-2026-08-26", "title": "英国户用光伏：即插式太阳能板获准销售和使用；单套最高800瓦、可供平均家庭约20%用电", "point": "低门槛微型发电进入合法市场，可能改变租住和屋顶条件受限家庭参与分布式能源的范围。", "date": "2026-08-26", "sourceName": "GOV.UK", "url": "https://www.gov.uk/government/news/households-can-save-as-plug-in-solar-panels-come-to-market", "tags": [ "英国", "太阳能", "分布式能源", "家庭用电" ] }, { "id": "us-liquids-pipeline-projects-2026-08-26", "title": "美国液体燃料管网：2025年以来8个项目完工、另有14个项目宣布；天然气液体扩容占较大比重", "point": "管线新建、扩容和用途转换集中在油气主产区，反映液体燃料基础设施与出口加工链仍在重排。", "date": "2026-08-26", "sourceName": "U.S. EIA", "url": "https://www.eia.gov/todayinenergy/detail.php?id=68024", "tags": [ "美国", "油气管线", "天然气液体", "能源基础设施" ] } ], "consumerSociety": [ { "id": "us-personal-income-outlays-july-2026", "title": "美国居民收支：7月实际消费几乎零增长；PCE价格同比上涨3.7%，储蓄率为3.0%", "point": "服务支出增加而商品支出下降，收入增长尚未转化为更强的实际消费，居民价格压力仍高。", "date": "2026-08-26", "sourceName": "U.S. BEA", "url": "https://www.bea.gov/news/2026/personal-income-and-outlays-july-2026", "tags": [ "美国", "居民消费", "PCE", "储蓄率" ] } ], "socialHotlist": [], "schedule": [], "anomalies": [ { "id": "pennsylvania-measles-deaths-2026-08-25", "title": "美国宾夕法尼亚州麻疹：确认两例相关死亡；为该州35年来首次，全年已报告393例", "point": "两名死者均未接种疫苗，病例已涉及28个县，显示被长期压低的传染病风险重新进入公共卫生负担。", "date": "2026-08-25", "sourceName": "Pennsylvania Department of Health", "url": "https://www.pa.gov/agencies/health/newsroom/pennsylvania-department-of-health-confirms-two-measles-associate", "tags": [ "美国", "麻疹", "疫苗接种", "公共卫生" ] } ] } }