Jing Ji Ri Bao
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乘坐“最忙高铁”感受湾区融合
Jing Ji Ri Bao· 2026-02-09 22:19
奔驰中的广深港高铁列车。朱 博摄(中经视觉) 热闹的广州南站候车大厅。秦国威摄(中经视觉) 1月26日,全国铁路实行新的列车运行图,贯穿广州、深圳、香港三大都市的广深港高铁运力大增,以日均 387列的开行密度成为"全国最忙高铁"。高峰时段,平均2分钟发出一列车。 虽说见惯了"轨道上的大湾区"的繁忙日常,记者仍感疑惑:车次密成这样,有那么多人坐吗?近日,记者乘 上了广深港高铁线一探究竟。 乘客故事多 在一个寻常的周四,记者登上从广州南站开往香港西九龙站的G6527次列车,节节车厢满员。"我住广州番禺 区,去香港跑业务。"乘客郭伟健告诉记者,"走广深港高铁线,从西九龙站通关只需10来分钟,一个半小时 就能到目的地,比起过去坐大巴从深圳过关节约了一半时间,所以去香港的频率高了很多,很多业务都可以 当面谈了。" 寒假来临,一群群可爱的"研学族"登上列车。"我们去广州交流学习!"香港沙田官立小学的研学团正在西九 龙站厅候车,见到记者,孩子们像小鸟一样围过来,兴奋地分享对此行的期待。孩子们参加的是香港教育部 门主办的"同根同心"学生内地交流计划,要去了解广州的自然保育等情况。"就要多去外面看看世界。"正在 读小学四年级的 ...
消费者参与度明显提高
Jing Ji Ri Bao· 2026-02-09 22:13
Core Viewpoint - The recent optimization of the personal consumption loan interest subsidy policy aims to enhance consumer spending by extending the policy duration, broadening the support scope, increasing subsidy standards, and expanding the number of participating financial institutions [1][2][3] Group 1: Policy Changes - The policy duration has been extended to the end of 2026 [1] - The support scope has been expanded to include all consumer spending, with credit card bill installments now eligible for subsidies [1][2] - The subsidy standard has been raised, removing previous limits and allowing up to 3,000 yuan per institution annually [1][3] - The number of eligible financial institutions has increased from 23 to over 500, including various types of banks and financial companies [3][4] Group 2: Implementation and Impact - Several banks, including China Construction Bank, have already implemented the new policy and reported increased customer engagement, with 1.82 million customers signing up for the subsidy service by January 27 [2] - The integration of credit card bill installments into the subsidy program is expected to facilitate easier access to consumer credit, enhancing the role of credit cards in boosting consumption [2][3] - Local financial institutions are expected to effectively deliver policy benefits to rural and lower-tier markets, promoting balanced development of consumer finance services across urban and rural areas [3][4]
线下体验打破信任壁垒
Jing Ji Ri Bao· 2026-02-09 22:11
Core Insights - The article highlights the transition of robotics from conceptual demonstrations to tangible consumer markets, exemplified by the opening of Yushu Technology's first global store in JD MALL, Beijing [1][2]. Group 1: Company Developments - Yushu Technology has launched its first offline experience store, aiming to drive new consumption and bring cutting-edge technology to the mass market [1]. - The store features popular products like the G1 humanoid robot and Go2 quadruped robot dog, allowing consumers to interact closely with the technology [1]. - The store has seen daily foot traffic exceeding the average for surrounding tech stores since its opening on December 31, 2025, attracting both tech enthusiasts and industry professionals [2]. Group 2: Consumer Engagement - The immersive experience provided by the store helps consumers understand the product's quality and performance, which is crucial for high-interaction, high-ticket items like robots [2]. - Feedback indicates high consumer interest in the robots' capabilities, such as dance and obstacle avoidance, while also raising concerns about the cost-effectiveness of products like the Go2 series [2][3]. Group 3: Market Challenges - The humanoid robot market faces barriers such as the need for experiential trust and the balance between cost and practicality [3]. - Consumers are increasingly expecting better value for money, particularly for robots that can meet complex household needs [3]. Group 4: Industry Support and Growth - JD is facilitating the entry of robotics into the consumer market by providing a one-stop service for brands and creating a network of offline experience locations [3]. - The company has reported a fivefold increase in sales for smart robots during the 2025 "Double 11" shopping festival, indicating strong market growth [3]. - JD has introduced a rental service for robots, allowing consumers to experience products before making a purchase, which is seen as a key transition strategy for consumer-grade robotics [3]. Group 5: Government Initiatives - The article emphasizes the importance of government support in integrating advanced technology into everyday life, with Beijing's Chaoyang District promoting various application scenarios for tech products [4]. - The establishment of Yushu Technology's store in Chaoyang is viewed as a significant step in merging cutting-edge technology with urban living [4].
美科技公司面临AI变现大考
Jing Ji Ri Bao· 2026-02-09 22:09
Core Insights - The recent financial reports from major US tech companies highlight the critical focus on the profitability and revenue contributions of their AI businesses, with investors increasingly concerned about the conversion of high investments into actual profits [1][2] Group 1: Financial Performance - Alphabet's cloud business reported a 48% year-over-year growth, achieving $17.664 billion in quarterly revenue, indicating a promising outlook for AI monetization [1] - Despite strong revenue growth, Alphabet's stock fell over 6% following the announcement of a capital expenditure plan for 2026 projected between $175 billion and $185 billion, nearly doubling from 2025 [1] - Amazon's free cash flow decreased by over 70%, yet it plans to increase capital expenditures to $200 billion, exceeding Wall Street expectations by approximately 37%, leading to an 8% drop in its stock price [1] Group 2: Market Sentiment and Investment Concerns - There is growing anxiety in the US stock market regarding the return on AI investments, with any company unable to demonstrate a viable business model facing potential valuation corrections [2] - The tech sector has experienced significant stock declines, with major software companies like Microsoft and SAP seeing drops exceeding 8% due to concerns over cloud business order growth not meeting expectations [2] - The focus has shifted from technical metrics to the necessity of "business validation," with companies like Microsoft, Google, and Meta adopting different strategies to achieve monetization [2][3] Group 3: Challenges in AI Monetization - The projected capital expenditures of over $600 billion for the seven major US tech companies in 2026 raise concerns about whether these investments can yield returns without eroding free cash flow [3] - The integration of AI technology into actual business operations remains challenging, with enterprise clients demanding tangible business value rather than mere functionality [3] - High costs and reliability issues of generative AI in complex scenarios have led some companies to reassess their AI investment priorities, as initial expectations for efficiency gains have not been met [3] Group 4: Strategic Responses - Companies are adopting varied strategies in response to the current market pressures, with some focusing on deep integration of AI with core business functions while others continue to increase investments to achieve economies of scale [4] - The capital market has signaled that future competition will center around cash flow rather than narrative, indicating a shift in investor sentiment [4] - Companies that fail to demonstrate AI monetization capabilities may face significant challenges in the upcoming industry reshuffling, potentially leading to their exit from the market [4]
有色金属行业经济效益大幅提升
Jing Ji Ri Bao· 2026-02-09 21:58
2025年9月发布的《有色金属行业稳增长工作方案(2025—2026年)》是行业发展的重要指南。中国有 色金属工业协会重金属部主任段绍甫认为,为落实《有色金属行业稳增长工作方案(2025—2026年)》 提出的"质的有效提升",需要强化资源保障,构建多元化供给体系。一方面推进国内资源开发。国家组 织实施了新一轮找矿突破战略行动,要稳步提升国内矿产自给率。另一方面大力发展再生金属利用。加 快推进有色金属再生资源相关产业政策修订,扩大和规范再生资源进口;推广先进有色金属再生处理技 术,特别是高效清洁回收技术;完善再生有色金属标准体系,打通高品质再生金属进入高端应用领域的 渠道。 2025年,有色金属大宗商品价格上涨明显。对于备受关注的有色金属价格走势,中国有色金属工业协会 政策研究室主任林如海表示,2026年,有色金属市场将呈现"结构分化、波动加剧"的整体格局,价格中 枢有望进一步上移。国内外多种因素将为2026年有色金属价格提供有力支撑。但是,市场也需警惕海外 宏观政策转向、供需预期差导致的行情反复,以及主产区政策变动、资金获利了结带来的波动加剧这些 风险。下一步,将密切跟踪市场动态,加强行业引导,推动上下游协 ...
传统“流水线”不见了
Jing Ji Ri Bao· 2026-02-09 21:55
一家可以同时支持24种车型混合高效生产的工厂,却没有一条传统意义上的"流水线"。那生产是如何实 现的?记者走进上汽通用五菱汽车股份有限公司宝骏基地,看到"轮胎岛""前后挡岛""内饰岛"等智能岛 在高效运转,应用机器人依照指令进行装配、焊接、质检等工序,IGV(智能导引运输车)装载着匹配 不同车型的挡风玻璃、轮胎等汽车零部件,在各个智能岛间精准穿梭,车辆按顺序经过智能岛后,一辆 汽车即可完成组装下线。 "工厂将汽车生产的串联式流水线工艺,拆分为78个独立的装配岛,让车体在智能岛间流转,实现不同 车型、配置的差异化生产。"上汽通用五菱宝骏基地党委书记邢田告诉记者,智能岛制造体系的建设, 不仅突破了汽车刚性生产模式,开创了汽车制造的全新图景,更以柔性生产的价值理念,为撬动更多离 散型制造产业实现深度变革,提供了一套全新方案。2025年11月,上汽通用五菱凭借智能岛制造体系 (I^2MS)成功入选2025年度领航级智能工厂培育名单。 倒逼生产变革 在宝骏基地的"前挡岛"内,一辆汽车在等待安装前挡风玻璃,只见应用机器人稳稳抓取配件,激光扫描 的蓝光一闪而过,瞬间完成型号匹配,机械臂随之丝滑转动,涂胶、贴合、按压,装配一 ...
员工多看了一眼,挽损1800万元被奖1万元
Jing Ji Ri Bao· 2026-02-09 10:20
2025年7月23日 武昌船舶重工集团有限公司 "员工多看了一眼 为企业挽损1800万被奖1万" 登上热搜 引发网友围观 "隐患猎人"某员工在分段合拢区巡检时 发现大型支撑架出现明显变形 立即叫停作业并上报 经技术团队评估 该隐患若未及时处理 可能导致价值1800万元的船舶分段倒塌 造成重大人员伤亡 公司认定该隐患为特别重大级别 奖励该员工10000元 并授予"黄金猎人"称号 将其先进事迹制作成安全教育片在全公司播放 近日 山东、广西、广东 陆续公布了一批 企业内部隐患报告典型案例 一起来看 山东:8家企业2025年累积发放 隐患报告奖励超200万元 案例一 2025年10月,济宁市山东胜华国宏新材料有限公司碳酸酯车间装置主操李某,通过监控发现特种化学品 车间二甲基亚砜装置的硫醚反应器下封头发生泄漏,导致保温铝皮异常变黄。该反应器运行温度达 390℃,内部介质为易燃易爆危险化学品,一旦泄漏扩大,极易引发火灾爆炸。李某第一时间通知操作 室内的特种化学品车间主操,车间立即组织现场核查并启动应急预案,迅速消除漏点后恢复生产。 事后,公司依据《事故隐患内部报告奖励制度》,对李某给予5000元奖励。2025年以来,山东 ...
宁夏累计外送电量突破9000亿千瓦时
Jing Ji Ri Bao· 2026-02-09 08:04
记者从从宁夏电力交易中心有限公司获悉,截至2026年2月7日,宁夏累计外送电量突破9000亿千瓦时, 达9002亿千瓦时。这是继2025年宁夏全年外送电量首次突破千亿千瓦时后实现的又一重要跨越。 (责任编辑:谭梦桐) 自2010年银东直流投运以来,宁夏正式开启"西电东送"新格局。2016年灵绍直流投运,进一步加速电力 外送进程。依托"小省区、强电网、大送端"优势,宁夏外送电量在2016年至2021年间连续6年实现百亿 千瓦时阶梯式增长。银东、灵绍两条直流通道保持高效稳定运行,其利用率均位居国家电网超、特高压 直流输电工程前列。 2025年,我国首条以输送"沙戈荒"风电光伏大基地新能源为主的特高压直流工程——中衡直流投入运 行。至此,"放电三华"外送格局正式形成,总外送容量达2000万千瓦,送电范围覆盖全国19个省区市。 中衡直流成为推动宁夏年度外送电量首次突破千亿千瓦时的关键动力。 随着外送通道不断拓展,宁夏外送电结构持续优化,新能源电量占比从10年前的不足10%提升至目前的 近30%,实现了"每外送3度电中就有约1度是绿电"的清洁转型成效。据统计,9000亿千瓦时外送电量相 当于就地转化标准煤约2.6亿吨, ...
各地2026年经济工作“路线图”明确 释放重要信号
Jing Ji Ri Bao· 2026-02-09 07:21
投资于人,保障民生。坚持投资于物和投资于人紧密结合,是今年各地预算安排的重要特点。浙江省明 确,继续将一般公共预算支出的三分之二以上用于民生,支持增进民生福祉。福建省强调,增进民生福 祉,创造高品质生活。财政强化保基本、兜底线,切实加强民生保障,在促进居民就业增速、提升民生 福祉的同时,还增强了居民消费的意愿与能力,带动市场升温。 各地2026年经济工作"路线图"明确 释放重要信号 透过地方账本看增长新动能 翻开各地"账本"可以看出,地方收入增长的支撑,来自经济运行回升,向好向新向优发展。要保持力 度,优化结构,投资于人,保障民生,深化改革,增强动力,发挥存量政策和增量政策集成效应。 近期,北京、河北、浙江等大部分省份陆续召开地方两会。每年的全国、地方两会,除了政府工作报 告,作为政府"账本"的预算报告也备受瞩目。透过"账本",可以观察政府有何重点工作,财政政策力度 多大、措施又有哪些。 "账本"既有上一年的收支情况,也有新一年的收支计划。从2025年地方财政收支情况看,运行平稳、亮 点颇多,近九成地区收入实现增长。财政部统计显示,2025年,31个省、自治区、直辖市中,除个别地 区受煤炭等大宗商品价格下行影 ...
把江河湖泊搬进数字世界
Jing Ji Ri Bao· 2026-02-09 05:23
什么是数字孪生水利体系?通俗地说,就是通过大数据、云计算、人工智能等数智技术和水利业务 深度融合,将江河湖泊、水利工程"搬进"数字世界进行智能模拟、调度预演,为水旱灾害防御、水资源 管理与调配等水利工作提供智慧"大脑"。 经济日报记者 吉蕾蕾 清晨的南水北调中线陶岔渠首,闸门静立。千里之外的调度中心,工作人员轻点鼠标,屏幕上的数 字孪生中线可迅速生成闸门操作指令,实现对总干渠水位、流量的精准控制,无需人工反复测算。这是 数字孪生水利体系在现实中的生动应用,它以数智之力守护着每一滴水的有序流淌。 解码智慧治水"大脑" 建设数字孪生水利体系,是实现水利现代化的关键举措,更是推动水利高质量发展、保障国家水安 全的重要途径。 从数字孪生水利体系构成来看,它由数字孪生流域、数字孪生水网、数字孪生水利工程三大核心部 分组成,三者互不替代、各有侧重,同时实现互联互通、信息共享。 目前,我国数字孪生水利体系框架已基本形成,正持续推动治水成效更好惠及百姓。水利部副部长 王宝恩介绍,"十四五"期间,各级水利部门按照"需求牵引、应用至上、数字赋能、提升能力"原则,加 快构建具有预报、预警、预演、预案功能的数字孪生水利体系,为流域安 ...