Core Insights - Chengdu Qingbaijiang District and ZTO Express Group signed a strategic cooperation agreement focusing on low-altitude logistics, logistics innovation, and smart logistics to create a multi-modal smart logistics ecosystem [2][3] - The project leverages Qingbaijiang's advantages as an international railway hub and ZTO's expertise in smart logistics and unmanned delivery technology, aiming to enhance the digital and intelligent upgrade of the regional supply chain [2][3] Company Developments - ZTO Express is expanding its investment in Chengdu, utilizing Qingbaijiang's logistics infrastructure and ZTO's industry experience to develop a comprehensive logistics hub headquarters, China-Europe Railway Express hub warehouse, and an intelligent delivery network [3] - The project will also explore integrated logistics systems, including "railway + drone" and "low-altitude + cold chain" delivery models, aiming to create a modern logistics industry function system that integrates intercity distribution and smart transportation [3] Industry Context - Qingbaijiang District is recognized as a national economic and technological development zone and a starting point for the China-Europe Railway Express (Chengdu), with a strong foundation in manufacturing and mature logistics and equipment manufacturing clusters [2] - The collaboration is part of Qingbaijiang's efforts to integrate into the Belt and Road Initiative and build an international supply chain ecosystem, while ZTO aims to enhance its national network and service capabilities [3]

（记者 曾健辉） 每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 每经AI快讯，永悦科技（SH 603879，收盘价：7.03元）9月2日晚间发布公告称，本次股份解质押及再 质押后，控股股东江苏华英处于质押状态的股份累计6150万股，占其持有公司股份总数的 98.94%，占 公司总股本的17.11%。 2024年1至12月份，永悦科技的营业收入构成为：化学制品制造业占比96.72%，智能无人飞行器制造业 占比2.93%，其他业务占比0.35%。 截至发稿，永悦科技市值为25亿元。 ...

Company Overview - OJIAWA (SZ 002614) announced an investor research meeting scheduled for September 1 and September 2, 2025, with participation from company representatives including Chen Yishu [1] - As of the report, OJIAWA has a market capitalization of 4.4 billion yuan [1] Revenue Composition - For the first half of 2025, OJIAWA's revenue composition is as follows: - Massage home appliances: 42.88% - Small massage appliances: 29.7% - Health environment products: 14.84% - Other products: 9.53% - Other business segments: 3.05% [1]

每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 （记者 曾健辉） 2025年1至6月份，浪潮信息的营业收入构成为：电子行业占比100.0%。 截至发稿，浪潮信息市值为939亿元。 每经AI快讯，浪潮信息（SZ 000977，收盘价：63.81元）9月2日晚间发布公告称，截至2025年8月31 日，公司通过回购专用证券账户以集中竞价交易方式累计回购公司股份约23万股，占公司总股本的 0.02%，最高成交价54元/股，最低成交价53.71元/股，成交总金额约1235万元。 ...

Core Insights - Tesla's "Master Plan Part IV" emphasizes a significant shift towards AI and robotics, aiming to create a new world through large-scale production of robots to replace human labor, which is expected to drive exponential productivity growth [5] - Elon Musk reiterated the strategic importance of the robot business, stating that approximately 80% of Tesla's future value will come from the Optimus robot [5] Group 1: Historical Context of Tesla's Master Plans - The first Master Plan (2006) focused on developing and promoting electric vehicles, starting with a high-performance sports car and gradually moving to more affordable models [7] - The second Master Plan (2016) aimed at building a sustainable energy ecosystem, including solar roofs and energy storage systems, while expanding the product line to cover various vehicle segments [8] - The third Master Plan (2023) proposed a transition to a renewable energy grid, targeting 240 TWh of storage and 30 TW of renewable generation capacity, with a $10 trillion investment in manufacturing facilities [8] Group 2: Current Market Challenges - Tesla's electric vehicle sales in Europe have been declining for several months, with a reported drop of over 84% in Sweden and 50% in the Netherlands in August [9][11] - Despite some growth in Norway and Spain, Tesla's performance is overshadowed by competitors like BYD, which saw significant increases in new vehicle registrations [11] - Analysts point to Tesla's limited product line and aging models as contributing factors to its declining sales, with no new models launched since the Model Y in 2020 [13][15] Group 3: Financial Performance - Tesla's Q2 2025 financial report showed a revenue of $22.496 billion, a 12% year-over-year decline, and a net profit of $1.172 billion, down 20.7% [15] - As of the report date, Tesla's stock price was $333.87 per share, reflecting a 3.5% decline, with a market capitalization of approximately $1.08 trillion [15]

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 2.87 trillion yuan, an increase of 125 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.45%, the Shenzhen Component Index dropped by 2.14%, and the ChiNext Index decreased by 2.85% [1] Sector Performance - The computing power sector showed weakness, with the Communication ETF declining by 5.77% and the ChiNext Artificial Intelligence ETF falling by 6.21% [1][2] - Despite the recent downturn, the 60-day performance for the Communication ETF and the ChiNext Artificial Intelligence ETF was up 94.65% and 75.3%, respectively [2][3] Policy and Economic Outlook - The Shanghai Municipal Economic and Information Commission announced the implementation of the national "Artificial Intelligence +" action plan, focusing on high-quality industrial development and integration of AI with various sectors [3] - The capital expenditure of major cloud companies in North America reached $95.8 billion in Q2 2025, a year-on-year increase of 64%, while the combined capital expenditure of BAT companies in China was 61.56 billion yuan, up 168.68% [9] Future Projections - The estimated total profit for 2026 is projected to reach 122.2 billion yuan, representing a year-on-year growth of 37%, with a corresponding PE ratio of 26 times [7] - The computing hardware sector anticipates significant revenue growth, with Nvidia's largest assembly factory expecting over 170% year-on-year growth in Q3 2025 [11] Investment Strategy - The recommendation includes a balanced approach to both North American and domestic computing power investments, utilizing strategies such as grid trading and dollar-cost averaging [13] - The Communication ETF is noted for its strong representation of computing hardware fundamentals, with over 75% of its composition in relevant sectors [13]

每经AI快讯，9月2日，房多多现涨超15%。财报显示，2025年上半年房多多营收同比增长45.3%。 （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 9月2日，卡夫亨氏股价跌幅扩大至3.7%。 ...

每经评论员 付克友 最近两天，一段蔚来创始人李斌被怼的视频在网络疯传。视频来源于日前，蔚来用户面对面活动上，一 位苏州老车主对着李斌，来了长达数分钟毫不留情的"输出"。场面有些尴尬，李斌手上那瓶水都快被捏 变形了。 用户的不满像机关枪："一代车的8155座舱一年时间没有有效更新""二代车辅助驾驶领航换电到现在还 没交付""推荐另一个车主买车，结果买完就降价了""软件系统上开发一代，抛弃一代，落后一代""保值 率还不如倒闭的高合"…… 面对怒气冲冲的客户，李斌照单全收，很耐心地回应：智能电动汽车行业就是更新频繁，半年、一年就 要更新，两年就算慢的了；老车型硬件很快达到上限，安全性更新还会有，必要功能做维护；一代用户 基数相对小，资源会倾斜分配给用户基数更大、更新的车型…… 都是推心置腹的实话实说，但再谦卑的感情，也不能替代实实在在的利益。 这不是蔚来独有的问题，而是整个新能源车行业的现实困境。当前，汽车正从以前的耐用消费品属性， 向电子消费品属性转变。传统用户5~8年的资产保值预期，与智能电车1~2年的迭代周期严重错位，形 成了行业性的价值断层。在技术快速迭代的浪潮中，如何平衡老用户权益与企业生存发展，不仅是车 ...

刚刚过去的这个暑假 一种新兴体育教育服务模式 体育上门家教 悄悄兴起 这种新的教育方式，被称为"体育外卖"：即让专业体育教练带器材走进家庭或者是指定场所，为孩子提供个性化体 育训练，一经出现，迅速引起众多家长的关注。 搜索二手平台结果显示 有针对跳绳等专项训练 也有针对中考体育提分的 在资质方面 有人自称体育大学毕业 还有人说自己有多年教学经验 ¥150 包邮 上海|8人浏览 上海普陀区田径体适能训练 专属运动体适能教学私教课 上海体育大学毕业 15年专业运动员出生 田径: 三级跳远国家运动健将 跳远国家一级 国家初级教练员证书 培训30分钟 相关卖家不少 一对一课时费200元至400元 有教练月入超2万 "以往带孩子去体育馆练跳绳，路上来回要1小时，现在教练上门，小区空地就能上课，我在阳台就能看着，太省心 了。"最近，上海市浦东新区的家长王女士为小学三年级的儿子请来体育上门家教，主要解决孩子运动训练"时间成 本"难题。她在"闲鱼"上请的这位教练，说是上海体育大学的大学生。 据了解，"体育外卖"课程一对一的课时费多在200-400元，多人团课则为人均100元至200元，价格虽然高于普通机 构大班课，但家长普遍 ...