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风王“桦加沙”逼近华南!后日或登陆阳江附近沿海地区
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:27
通气会上,中央气象台首席预报员王海平介绍,截至9月22日14时,"桦加沙"中心位于广东省阳江市东 偏南方向约1000公里的巴士海峡海面上,中心附近最大风力达17级以上(62米/秒),中心最低气压910 百帕,七级风圈半径340~480公里,十级风圈半径160~200公里,十二级风圈半径80~120公里。预计 台风将以每小时20公里左右的速度向偏西方向移动,穿过巴士海峡后,于9月23日凌晨进入南海东北部 海面,9月24日凌晨至下午在广东惠州到海南文昌一带沿海登陆,登陆强度可达强台风级或超强台风级 (14~16级),登陆后强度将逐渐减弱。 王海平指出,"桦加沙"目前强度已达超强台风级,未来两天强度将基本维持或略有波动,登陆前仍将保 持超强台风级或强台风级强度。研判显示,台风预计登陆范围介于广东惠州至海南文昌一带,其中最大 可能登陆地点为阳江附近沿海地区。 而从历史同期来看,秋季出现超强台风并非罕见。王海平介绍,2023年的"小犬"、2022年的"奥鹿"等都 达到了超强台风级。"桦加沙"的降水主要影响华南沿海地区,将带来极端强降水,对北方地区的远距离 降水影响目前来看并不明显。 ("桦加沙"未来96小时路径概率预报 ...
重拳出击!香港保监局新规上线,打击无牌销售、违规返佣
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:26
南方财经21世纪经济报道记者张伟泽 实习生王艺之 香港报道 9月19日,香港保险业监管局(保监局)行为监管部主管吴维权在记者会上宣布,面对2024年5月通函中 公布的部分保险经纪公司将超过90%的佣金支付予转介人的市场乱象,保监局将划定保险经纪机构向转 介方支付转介费的"红线",即自2025年10月1日起,转介费将实行50%的基准水平。 吴维权强调,选择在10月1日这个时间节点上线,是因应"十一黄金周"内地游客赴港买保需求增加的考 量。 近年来,随着内地客户对香港保险产品需求的显著提升,违规无牌销售行为在跨境销售领域亦有所抬 头。香港保监会最新公布的数据显示,2024年,源自内地访客的新造保单保费录得628亿港元,相较于 2023年实现了6.5%的增长,并占个人业务总新造保单保费的28.6%。 据2024年香港保监局通函,在客户拓展过程中,保险经纪人通过第三方转介获取客户是常见的做法。然 而,面对内地访客业务日益激烈的市场竞争,部分保险经纪公司采取了扭曲的转介模式。其主要原因在 于这些经纪公司将超过90%的佣金作为转介费,从而诱使转介人在缺乏必要牌照的情况下,向客户进行 销售活动以招揽业务。 鉴于此,2024 ...
国家公园法将施行;五年来高排放车辆淘汰近两千万辆丨碳中和周报
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:24
Group 1: National Park Law Implementation - The first National Park Law in China will take effect on January 1, 2026, aiming to protect representative natural ecosystems and promote sustainable use of natural resources [2] - The law establishes a legal framework for a national park system, emphasizing strict protection and integrated management of natural resources [2] - It encourages public participation in conservation efforts and aims to foster awareness of ecological protection among the public [2] Group 2: High-Emission Vehicle Elimination - The Ministry of Ecology and Environment announced that nearly 20 million high-emission vehicles will be eliminated during the 14th Five-Year Plan period [3][4] - Significant reductions in PM2.5 concentrations are targeted, with expected decreases of 18%, 10%, and 20% in key regions by 2024 compared to 2020 levels [3] - The campaign includes comprehensive measures such as coal management and pollution source tracking, achieving notable progress in water and soil protection [4] Group 3: Carbon Market Development - As of September 18, 2025, China's carbon market has seen a cumulative transaction volume of 714 million tons and a total transaction value of approximately 49.96 billion yuan [5][6] - The establishment of a regulatory framework for carbon trading is underway, supporting China's climate change initiatives [5] - The carbon market is recognized as a key mechanism for achieving carbon peak and carbon neutrality goals [6] Group 4: Climate Change and Industry Restructuring - The year 2024 is projected to be the first year to exceed the 1.5°C temperature threshold set by the Paris Agreement, indicating a concerning trend in global warming [7][8] - Experts emphasize the need for intensified emission reduction efforts to meet climate targets and ensure sustainable development [7][8] Group 5: Renewable Energy Consumption in Inner Mongolia - Inner Mongolia has issued a notification to optimize the mechanism for renewable energy consumption, focusing on both mandatory and voluntary consumption [9] - The initiative aims to enhance green electricity consumption and promote the integration of renewable energy with industry [9] Group 6: Low-Carbon Initiatives and Events - The "Low-Carbon China Tour" and Climate Action Week series of events were launched to showcase China's efforts in energy transition and public engagement [10][11] - The events highlight the role of enterprises like Southern Power Grid in promoting green development and their participation in international climate discussions [10][11] Group 7: Clean Energy Expo in Shandong - The 2025 Shandong Clean Energy Industry Expo was held to facilitate innovation and collaboration in the clean energy sector [13][14] - The event aims to strengthen partnerships between enterprises and research institutions to support the region's energy transition [13][14] Group 8: Sustainable Strategy by Yinyu Water Zhongtian - Yinyu Water Zhongtian has set a net-zero target for 2040 and aims to achieve various sustainability goals by 2030 [15][16] - The strategy includes low-carbon construction, climate risk adaptation, and waste management initiatives to promote a circular economy [15][16]
联影智能首席科学家高耀宗:应重视技术敏感性与跨学科融合
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:24
Group 1 - The article focuses on the impact of AI technology on the medical imaging market and its future development trends [1] - Gao Yaozong, Senior Vice President of R&D and Chief Scientist at United Imaging, emphasizes the importance of continuously tracking research papers and the latest industry achievements to stay updated with technological advancements [1] - The company encourages its team to regularly engage in cutting-edge technology learning and to assess which innovations have practical application potential [1] Group 2 - Gao highlights the significance of interdisciplinary collaboration, as many innovations arise from cross-disciplinary integration [1] - The challenges of communication barriers between disciplines are noted, including significant differences in terminology and thought processes, which can lead to misunderstandings [1] - Long-term collaboration is essential for enhancing mutual understanding among professionals from different fields [1]
21对话|联想控股于浩:“人工智能+”带来万亿市场空间
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:15
国务院印发的《关于深入实施 "人工智能 +" 行动的意见》,为我国 AI 产业发展按下 "快进键"。这份文 件明确了我国 AI 发展的中长期规划与量化指标,更以科技、产业、消费、民生、治理、全球合作六大 领域为核心,搭建起 AI 与经济社会深度融合的 "四梁八柱"。"人工智能+"行动,或将推动 AI 从单一技 术突破转向全产业链赋能,既为上游算力、数据企业打开增长空间,也为中游模型研发、下游场景应用 提供协同机遇,最终催生出人机协同、跨界融合的智能经济新形态。 为解读 "人工智能 +" 如何开启产业新周期,我们专访了联想控股副总裁、前瞻技术研究院院长于浩。 作为长期深耕 AI 领域的技术专家,其观点将揭示 "人工智能 +" 如何从政策层面转化为产业升级的实际 动力。 于浩表示,"人工智能+"行动为整个行业指明了方向,在基础设施大动脉以及面向行业应用的毛细血管 方面,实现全方位打通。 他认为,"人工智能 +" 与上一代 "互联网 +" 的核心差异在于从 "链接" 转向 "重塑",引发 "人效比" 质 的跃迁,那么这样可以把养分从最终的这个底层一直输到顶层。而长期看, AI 不仅不会抢走人类饭 碗,还会催生 AI ...
晶科与隆基握手言和,但光伏“专利战”远未终结
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:13
Core Viewpoint - The recent settlement between leading photovoltaic companies Longi Green Energy and JinkoSolar marks a significant development in the solar industry, ending ongoing patent disputes and establishing cross-licensing agreements for core patents [1][3][8] Group 1: Settlement Details - Longi Green Energy and JinkoSolar announced a resolution to all ongoing patent disputes globally, agreeing to cross-licensing of certain core patents [1][3] - The settlement is expected to reduce conflicts over the dominance of TOPCon and BC technologies, which have been at the center of their rivalry [3][4] Group 2: Technology Competition - The competition between TOPCon and BC technologies has intensified since 2023, with TOPCon capturing approximately 23% of the market share in 2023, up from less than 10% the previous year [4] - Both companies have been involved in developing and utilizing each other's technologies, indicating a complex relationship despite their public rivalry [5][6] Group 3: Industry Implications - The resolution of the patent disputes is seen as a landmark event for intellectual property protection in the photovoltaic industry, which has been plagued by numerous patent litigations [8][9] - The settlement may lead to a more collaborative environment among major players, as the industry faces challenges related to overcapacity and homogenized competition [8][10] Group 4: Future Outlook - The focus on intellectual property rights is expected to play a crucial role in mitigating cutthroat competition within the solar industry, as highlighted by recent regulatory efforts to strengthen IP protections [9][10] - The ongoing complexity of patent litigation in the photovoltaic sector suggests that the industry will continue to navigate these challenges in the long term [11]
华为10亿元天工计划启动,鸿蒙押注AI智能体生态赛道
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:11
21世纪经济报道记者倪雨晴 报道 在2025华为全联接大会上,鸿蒙操作系统交出一份"双增长"答卷。 搭载HarmonyOS 5的终端设备已突破1700万台,应用和元服务超过3万;OpenHarmony开源代码量突破1.3亿行,产业发行版有70 多款。 同时,华为继续进化鸿蒙AI功能 ,将AI智能体推向全场景设备,并宣布投入10亿元扶持AI生态创新。 规模化提速:产业共建生态 根据最新披露,鸿蒙生态已进入规模化扩张期。 一方面,搭载鸿蒙5的终端设备量已突破1700万台,覆盖手机、平板、PC、可穿戴设备等多种形态;已上架的应用和元服务超过 3万个,涵盖社交、金融、出行、医疗等高频领域。 从终端数量看,1700万台的装机基数意味着,鸿蒙已形成具备商业吸引力的"生态门槛"。对于开发者而言,这个用户规模有能 力支撑应用和服务的初步盈利,也为更多厂商投入适配提供了现实动力。 应用和元服务数量超过3万,则说明鸿蒙生态的内容供给正在接近成熟平台的水准,用户在核心场景下的使用障碍正快速消失。 随着更多主流应用适配鸿蒙,开发者的投入回报路径变得更清晰,上下游硬件、模组与解决方案厂商在这一生态中获得新的市 场机会。 总体看,鸿蒙在 ...
联想控股于浩:“人工智能+”带来万亿市场空间
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:10
Core Insights - The State Council has issued the "Opinions on Deepening the Implementation of 'Artificial Intelligence +'" which accelerates the development of China's AI industry [1] - The document outlines a mid-to-long term plan for AI development with quantitative indicators, focusing on six key areas: technology, industry, consumption, livelihood, governance, and global cooperation [1] - The "Artificial Intelligence +" initiative is expected to shift AI from single technology breakthroughs to empowering the entire industry chain, creating growth opportunities for upstream computing and data companies, as well as collaborative opportunities for midstream model development and downstream application scenarios [1] Industry Implications - The initiative aims to foster a new intelligent economy characterized by human-machine collaboration and cross-industry integration [1] - The action plan provides clear direction for the industry, facilitating comprehensive connectivity in both infrastructure and industry applications [2] - The transition from "linking" in the previous "Internet +" era to "restructuring" in "Artificial Intelligence +" is expected to lead to a qualitative leap in "human efficiency" [2] Employment Impact - Long-term, AI is projected not to eliminate jobs but to create new roles such as AI annotators, allowing humans to escape repetitive tasks and pursue higher value creation [2]
邱文生三年或迎两个IPO “代工之王”华勤技术递表港股
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:08
Core Viewpoint - The company Huakin Technology is set to pursue a second IPO in Hong Kong within three years, following its successful listing on the Shanghai Stock Exchange two years ago, highlighting its ambition for international expansion and capital market value maximization [1][3][8]. Company Overview - Huakin Technology, known as the "King of OEM," has submitted its prospectus to the Hong Kong Stock Exchange, with CICC and Bank of America acting as joint sponsors [1]. - The company has established manufacturing bases in Vietnam, India, and Mexico, with overseas revenue accounting for 46.92% in the first half of 2025 [3]. Financial Performance - In 2024, Huakin Technology achieved a revenue of 109.9 billion yuan, a year-on-year increase of over 28%, and a net profit of 2.926 billion yuan, up 8.10% [8]. - For the first half of 2025, the company reported a revenue of 83.94 billion yuan, a significant year-on-year growth of 113.1%, and a net profit of 1.889 billion yuan, up 46.3% [8]. Business Model and Strategy - Huakin Technology operates under an ODM model, which allows it to provide independent R&D and design capabilities, differentiating it from traditional OEM practices [6]. - The company has expanded its product offerings beyond smartphones to include laptops, servers, and smart wearables, maintaining its position as a leading ODM manufacturer globally [8]. Market Position and Challenges - Despite leading the industry, Huakin Technology faces challenges such as low profit margins and high investment requirements, with sales gross margins fluctuating between 7.67% and 11.33% from 2022 to 2025 [9][10]. - The company has experienced a significant cash outflow, with net cash from operating activities dropping by 246.2% in the first half of 2025 [10]. Future Outlook - The company is actively pursuing diversification and expansion into emerging sectors such as robotics and automotive electronics, with strategic acquisitions to enhance its capabilities [12][13]. - The upcoming IPO in Hong Kong is expected to facilitate further international business development and enhance the company's competitive position in the global market [14].
为好记星做芯片起家 33亿身价创始人携北京君正冲刺H股
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-22 12:06
Core Viewpoint - Beijing Junzheng Integrated Circuit Co., Ltd. is launching an "A+H" dual capital platform to raise additional funds for business growth and global expansion amid challenges in the semiconductor industry and geopolitical tensions [1] Company Overview - Founded in 2005 and headquartered in Beijing, the company operates as a fabless integrated circuit design firm, providing chips for automotive electronics, industrial medical, AIoT, and smart security markets [1][4] - The company has been listed on the A-share market for 13 years, with a market capitalization of 39.42 billion yuan as of September 22 [1] Financial Performance - The company's revenue has shown volatility, with total revenue declining from 54.12 billion yuan in 2022 to 42.13 billion yuan in 2024, while net profit dropped from 7.79 billion yuan to 3.64 billion yuan during the same period [9] - Despite the downturn, the company's gross margin has remained stable between 33% and 35%, supported by a higher proportion of automotive and industrial business [9][10] - The storage chip segment, which is the largest revenue source, saw a 36% decline in revenue, while the computing chip segment experienced a 41.6% increase in revenue during the same period [9] Market Position - According to Frost & Sullivan data, Beijing Junzheng ranks first in the battery IP-Cam SoC and automotive-grade SRAM markets, and second in the SRAM market globally [5] - The company has shipped a total of 2.7 billion chips, with 1 billion of those being automotive electronics chips [5] Strategic Moves - The company aims to use the funds raised from the Hong Kong listing to enhance its global strategy and expand its financing channels [1] - Beijing Junzheng has attracted interest from major players in the semiconductor industry, such as Weir Shares, which announced plans to increase its stake in the company [11][13] R&D Investment - The company maintains a high level of R&D investment, with expenses amounting to 6.42 billion yuan in 2022, 7.08 billion yuan in 2023, and 6.81 billion yuan in 2024, representing 11.9%, 15.6%, and 16.2% of revenue respectively [10]