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技能坐标系|第一集 头发丝1/20的精度里,藏着中国汽车的品质密码
Di Yi Cai Jing· 2026-02-02 04:03
在汽车制造领域,每一个微小的偏差,都可能在后续工序中被不断放大。因此,越是前端的制造环节, 就越需要把精度控制在极致,以保证最终产品的品质稳定。 这一准则,在上海新动力汽车科技股份有限公司的车间里被诠释得淋漓尽致。作为汽车"动力心脏"—— 发动机的诞生地,这里设有一间专攻产线难题的技能大师工作室,其带头人任建新被同事们尊称为"任 大师"。 "头发丝才40微米,我们竟然要做到两三微米。"徒弟任鸣加入团队之后才真正体会到,这是一个以"微 米"为单位的精度世界。近五年来,工作室通过技术攻关,已经累计为企业节约成本超过两千万元。 在上海,这样的大师工作室并非孤例。为发挥高技能人才在创新科研、技术攻关、带徒传教等方面的作 用,上海人社部门每年资助首席技师100名、技能大师工作室30个。 镜头转向上汽临港基地的车间,尺寸论证工程师杨山巍手持止通规,抽查生产线上车门与车体的内间 隙。标准被严格设定在16.5毫米,允许的上下浮动公差不超过1.5毫米。内间隙过大会带来漏风漏水的风 险,过小则可能导致车门闭合不畅。 杨山巍曾荣获第44届世界技能大赛车身修理项目冠军。为延续他的专业特长,上汽专门成立杨山巍工作 室,致力于车身修理和 ...
中国对英投资的“绿色新现实”:在气候与金融的双轨驱动下寻求合作确定性 | 跨越山海-国别观察
Di Yi Cai Jing· 2026-02-02 03:48
Core Insights - The visit of UK Prime Minister Keir Starmer to China in January 2026 resulted in 11 positive outcomes, marking a new phase in UK-China relations characterized by "re-engagement" and "divergence management" [1] - China's direct investment in the UK has shifted from "capital scale expansion" to "high-quality supply chain integration" over the past five years, with a significant rebound in investment flow expected in 2024-2025, driven by strong performance in renewable energy and greenfield projects [1][4] - The establishment of a "High-Level Climate and Nature Partnership" during the visit validates the business logic of collaboration in the "net-zero emissions" sector, highlighting the complementary strengths of both countries [1][3] Investment Trends - China's direct investment in the UK has transitioned from acquisition-driven capital to strategic greenfield projects, with FDI stock declining from approximately £6 billion in 2020 to £3.7 billion by the end of 2023, representing about 0.2% of the UK's total inward FDI [5][6] - Despite the decline in FDI stock, the number of Chinese projects in the UK has remained robust, averaging 37 to 46 new projects annually from 2021 to 2025, with a notable rebound in investment flow expected to reach €10 billion in 2024-2025 [5][6] Employment Impact - Chinese enterprises in the UK employ over 57,000 individuals and generate nearly £99 billion in annual revenue, with at least 9,356 new jobs created from 2021 to 2025, peaking at 2,814 new jobs in the 2023 fiscal year [6] Regional Investment Distribution - Investment from China has shifted from a concentration in London to a more balanced distribution across the UK, with greenfield investments rising to 60% of total investments by 2025, benefiting regions such as the West Midlands and North East England [8][11] Strategic Focus Areas - The focus of Chinese investment has moved towards renewable energy and electric vehicle supply chains, with significant investments in offshore wind, energy storage, and battery technology [14][19] - The West Midlands has become a key area for electric vehicle supply chains, while the North East and Yorkshire are transitioning from traditional heavy industries to low-carbon manufacturing [15][19] Challenges and Opportunities - The UK faces increasing competition from other European countries for Chinese investment, with regulatory uncertainties and unclear review processes diminishing its attractiveness [20][21] - The UK's National Security and Investment Act (NSIA) presents challenges for Chinese enterprises, as the unpredictability of the review process can lead to increased costs and project delays [23][24] Recommendations for Improvement - To enhance its attractiveness to Chinese investors, the UK should establish a green investment fast track for low-sensitivity projects and create a standardized trust framework to help Chinese enterprises navigate the regulatory landscape [28][29] - Strengthening post-investment support systems and ensuring clear communication regarding project delivery processes will be crucial for fostering a conducive investment environment [31]
曾创造了汉江奇迹的韩国,为何滑向内卷深渊
Di Yi Cai Jing· 2026-02-02 03:27
在贫富差距如此巨大的韩国,由于政府推行扭曲的新自由主义政策,整个社会滑向了"内卷"的深渊,无法自拔。 2018年5月,在世界三大电影节之一的戛纳国际电影节上,日本导演是枝裕和执导的《小偷家族》一举获得了最佳 影片奖——金棕榈奖。这部影片主要讲述了一个贫穷家庭不得已只能靠犯罪来维持生活的故事。 2019年5月,同样在戛纳国际电影节上,曾经执导过惊悚悬疑片《杀人回忆》的导演奉俊昊携新作《寄生虫》荣膺 金棕榈奖。 虽然两部都是以家庭为题材的电影,但《寄生虫》与《小偷家族》的不同点在于,前者将贫穷家庭与富裕家庭的 生活对比作为主题切入,用一种黑色喜剧的方式将韩国的贫富差距及内在纠葛展现得淋漓尽致。 值得一提的是,即使在现在的韩国,类似电影里主人公一家生活在"半地下室"的家庭依然存在,这样的家庭也毫 无疑问地被视为贫穷的象征。 到底什么是"半地下室"?简单来说,"半地下室"指的是介于地上和地下的居住空间。根据韩国住宅的相关法律规 定,如果室内地面与室外地平面的高度差超过了室内一半高度以上,就被视为"地下室",如果不到一半,就被看 作是"半地下室"。 此外,韩国保健社会研究院在2019年6月发表的《社会统合实况诊断与应对 ...
陶冬:黄金没有涨完
Di Yi Cai Jing· 2026-02-02 03:27
近年黄金多了两个避险用途。 第二个是规避美国政府胡作非为。二战后国际政治、经济、贸易、货币秩序,原本是由美国主导建立起 来的,但是美国总统特朗普第二任期的所作所为颠覆了美国盟友和敌人的三观,美国不再是国际秩序的 锚定。为了自身的利益,甚至只作为极端施压的筹码,美国可能像冻结俄罗斯资产那样冻结曾经盟友的 资产。特朗普也许可以赢下格陵兰岛,却输掉了美国在世界上的信用。 本世纪初欧洲央行和主权基金大规模抛售黄金,理由是没有利息;如今他们却大手买进,理由是不受地 缘政治冲击。四大避险用途合在一起,汇流出不同国家、不同主体、不同诉求的共同需要。笔者认为, 黄金不再是另类投资,而是新的货币和地缘政治环境下必须配置的资产种类。 特朗普提名沃什为下一任美联储主席,任命需得到参议院投票确认。其实特朗普瞩意的候选人一直只有 两位,白宫首席经济顾问哈塞特和美联储前理事、现任斯坦福大学教授沃什。哈塞特是特朗普理念的坚 定落实者,也是新主席的首选,但是白宫对美联储现任主席鲍威尔的司法调查,堵死了哈塞特得到参议 院批准的大门。贝莱德固收主管里德尔一度成为热门,他对降息和扩表的理念接近特朗普,但其长期向 民主党捐款的背景令特朗普却步。 特 ...
回望2025 平安租赁:着力推动产业高质量发展 奋力谱写时代新篇章
Di Yi Cai Jing· 2026-02-02 03:18
2025年是"十四五"规划收官之年,是全面建设社会主义现代化国家新征程的重要一年。党的二十届四中全会指出,加快建设金融强国是全面建成社会主义现 代化强国、推动高质量发展、统筹发展和安全的必然要求。12月,中央经济工作会议也再次强调,要完整准确全面贯彻新发展理念,加快构建新发展格局, 着力推动高质量发展。 以融促产,产融共进,作为中国平安旗下专业从事融资租赁的子公司,平安国际融资租赁有限公司(以下简称"平安租赁")始终坚守服务实体经济、推动行 业进步、助力产业升级的初心,聚焦工程建设、制造加工、城市基础设施、城市发展与运营、汽车消费、小微企业、产业链及供应链等实体经济领域,充分 发挥"融资+融物"的行业优势,优化金融服务,丰富产品体系,创新服务模式,持续为产业高质量发展"添砖加瓦"。 国之重器 平安护航 大国重器是民族的脊梁,上天入地、钻山探海,成为推动强国建设的生动注脚;大国重器事关国计民生,从人间烟火到生命守护,支撑着百姓的美好生活。 作为制造加工租赁领域的行业领先者,平安租赁与洛轴集团已携手走过十年。洛轴集团是成立于1954年的老牌国企,经历市场迷茫、改革阵痛,始终盯紧主 业,攻克核心技术,如今洛轴集团高 ...
油价将迎两连涨 机构预测周三加满一箱油多花11元
Di Yi Cai Jing· 2026-02-02 03:09
本周三零点,国内成品油调价窗口将再度开启。记者今日从隆众资讯获悉,该机构预测届时油价将迎来 年内第二次上涨。以70升的油箱来计算,私家车主加满一箱油预计将多花11元左右。 (文章来源:第一财经) ...
港股贵金属板块大跌
Di Yi Cai Jing· 2026-02-02 02:08
2月2日,香港恒生指数低开1.06%,恒生科技指数跌1.29%。 | 名称 | 现价 | 涨跌 | 涨跌幅 ~ | | --- | --- | --- | --- | | 小鹏汽车-W | 68.000 | -3.650 | -5.09% | | 阿里巴巴-W | 164.700 | -4.500 | -2.66% | | 昨週昨週-W | 266.000 | -7.000 | -2.56% | | 网易-S | 200.000 | -5.000 | -2.44% | | 华虹半导体 | 114.100 | -2.400 | -2.06% | | 蔚来-SW | 37.900 | -0.720 | -1.86% | | 百度集团-SW | 150.000 | -2.800 | -1.83% | | 零跑汽车 | 41.780 | -0.640 | -1.51% | | 理想汽车-W | 65.000 | -0.950 | -1.44% | | 比亚迪股份 | 96.450 | -1.300 | -1.33% | | 腾讯控股 | 598.000 | -8.000 | -1.32% | 编辑|钉钉 三大通信运营 ...
黄金、有色金属板块掀跌停潮,两大牛股复牌跌停
Di Yi Cai Jing· 2026-02-02 01:45
Group 1: Market Overview - The gold and non-ferrous metal sectors experienced significant declines, with multiple stocks hitting the daily limit down, including Hunan Gold, Xiaocheng Technology, and Western Gold [1][2] - International gold and silver prices saw substantial drops on January 30, marking some of the largest single-day declines in decades due to profit-taking and short-term futures traders closing long positions [1] Group 2: Stock Performance - Xiaocheng Technology's stock fell by 20.00% to 54.00, while Hunan Gold and Western Gold both dropped by 10.00% to 33.30 and 40.25 respectively [2] - The Shanghai Composite Index decreased by 0.93% to 4079.71, while the Shenzhen Component Index fell by 0.54% to 14128.87, contrasting with a 0.65% increase in the ChiNext Index [3][4] Group 3: Sector Analysis - The market saw a wave of limit-downs in the gold and base metal sectors, with oil, gas, chemicals, agriculture, coal, and steel industries also experiencing notable declines [4] - Conversely, sectors such as photovoltaic and ultra-high voltage themes showed resilience and strength amid the broader market downturn [4] Group 4: Additional Market Movements - The Hong Kong stock market opened lower, with the Hang Seng Index down 1.06% and the Hang Seng Tech Index down 1.29%, influenced by significant drops in major telecom operators [8][9] - The People's Bank of China conducted a 750 billion yuan reverse repurchase operation at an interest rate of 1.40%, with 1505 billion yuan of reverse repos maturing on the same day [7]
滚动更新丨黄金、有色金属板块掀跌停潮,两大牛股复牌跌停
Di Yi Cai Jing· 2026-02-02 01:39
黄金、有色金属板块大面积跌停。 09:33 CPO概念反复活跃,新易盛涨超10%,续创历史新高,总市值突破4600亿,腾景科技、德科立、长飞光纤等跟涨。消息面上,新易盛公 告,预计2025年度净利润为94亿元至99亿元,同比增长231.24%至248.86%。 09:31 电网设备板块逆势走强,顺钠股份、白云电器、三变科技涨停,亿能电力、新特电气、保变电气、双杰电气涨幅靠前。消息面上,当 前,全球AI算力建设进入爆发期,电力设备变压器正升级为算力基础设施的核心。在广东、江苏等地,大量变压器工厂已经处于满产的状 态,其中部分面向数据中心的业务订单都排到了2027年。 09:26 黄金、有色金属板块大面积跌停,湖南黄金、晓程科技、西部黄金、四川黄金等多股跌停。消息面上,受获利回吐和短期期货交易者多 头平仓等因素影响,国际黄金和白银价格1月30日继续大幅下跌,均创下数十年来最大单日跌幅。 | 代码 | 名称 | 涨幅晶 | 现价 | | --- | --- | --- | --- | | 300139 | 晓程科技 | -20.00% | 54.00 | | 002237 | 恒邦股份 | -10.02% | 18 ...
546股获融资买入超亿元,新易盛获买入33.94亿元居首
Di Yi Cai Jing· 2026-02-02 01:19
从融资买入额占当日总成交金额比重来看,有1只个股融资买入额占比超30%。其中思看科技、信凯科 技、皓元医药融资买入额占成交额比重排名前三,分别为65.27%、28.43%、27.95%。 从融资净买入金额来看,有21只个股获融资净买入超亿元。其中,湖南黄金、新易盛、宁德时代融资净 买入金额排名前三,分别获净买入9.56亿元、6.28亿元、4.4亿元。 A股1月30日共有3769只个股获融资资金买入,有546股买入金额超亿元。其中,新易盛、中际旭创、紫 金矿业融资买入金额排名前三,分别获买入33.94亿元、30.74亿元、28.26亿元。 ...