Jing Ji Guan Cha Bao
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1—7月我国完成跨区域人员流动量近400亿人次
Jing Ji Guan Cha Bao· 2025-08-28 05:30
Group 1 - The core viewpoint of the article highlights the growth in cross-regional personnel flow and transportation investment in China during the first seven months of the year [1] - From January to July, the total cross-regional personnel flow reached 39.46 billion trips, representing a year-on-year increase of 3.9% [1] - In July alone, the cross-regional personnel flow amounted to 5.71 billion trips, with a year-on-year growth of 2.2% [1] Group 2 - Transportation fixed asset investment remained high, totaling 1.95 trillion yuan from January to July [1] - In July, the operating freight volume reached 4.97 billion tons, showing a year-on-year increase of 3.4%, with a month-on-month acceleration of 0.5 percentage points [1] - For the first seven months, the total operating freight volume was 33 billion tons, reflecting a year-on-year growth of 3.8% [1] Group 3 - By mode of transport, the year-on-year growth rates for freight volume in July were 4.5% for railways, 3.3% for highways, 3.4% for waterways, and 15.3% for civil aviation [1]
卸任Grey 和AKQA中国区CEO 后新动向!Sharlene Wu 联合创立 IP Lab
Jing Ji Guan Cha Bao· 2025-08-28 05:30
因应市场转变 (原标题:卸任Grey 和AKQA中国区CEO 后新动向!Sharlene Wu 联合创立 IP Lab) 8 月 28 日,开创性顾问与创新平台 IP Lab 正式宣布在美国洛杉矶成立。该平台核心使命为协助品牌将 营销预算转化为长久的智慧财产,其合伙人阵容中,Sharlene Wu 吴晓聆的加入尤为引人关注 —— 这是 继今年 5 月她卸任 Grey 和AKQA中国区首席执行官后,首次对外官宣的职业新动向,也为 IP Lab 的跨 区域运营与品牌服务能力注入重要支撑。 依托专有的创新工具,结合覆盖全球的顶尖创意与科技网络,IP Lab 将助力品牌突破传统一次性营销活 动的局限,构建可自主拥有、实现商业变现,并能随时间推移持续增值的长效智慧资产,为品牌营销从 "短期投入" 向 "长期资产" 转型提供全新路径。 IP Lab 合伙人暨执行长 Margaret Wu 表示:"横跨广告与电影产业的职业生涯,让我深刻体会到:最具 长久影响力的品牌不只是执行营销活动,而是能够创造出让受众一再回归的世界。 在 IP Lab,我们协 助企业将营销支出转化为可拥有的智能财产组合——这些资产的运作模式,就像领先影 ...
追觅官宣造车:跨界的“速度梦想”能否落地?
Jing Ji Guan Cha Bao· 2025-08-28 05:17
Group 1 - Dreame Technology announced its intention to manufacture the "fastest car in the world," marking its entry into the automotive industry after focusing on smart cleaning appliances since its establishment in 2017 [2] - The company's first vehicle is expected to be a range-extended SUV, projected to debut around 2027, targeting overseas markets, although details on funding, partnerships, and R&D team size remain undisclosed [2][3] - The automotive industry in China is currently undergoing a phase of consolidation, with leading companies expanding production and reducing prices, while smaller players are exiting the market, indicating a challenging environment for new entrants like Dreame [3] Group 2 - Xiaomi's successful entry into the automotive market serves as a reference for Dreame, highlighting the importance of a strong personal brand and established supply chain investments, which Dreame currently lacks [3] - The capital requirements for entering the electric vehicle market are substantial, and Dreame's asset-light approach raises questions about its ability to achieve mass production [3] - The company's ambition to transition from a "cleaning appliance miracle" to an "automotive miracle" hinges on its ability to secure technology, funding, and market validation [3]
多机构上调途虎-W(9690)目标价最高至25港元涨幅30%
Jing Ji Guan Cha Bao· 2025-08-28 03:54
Core Viewpoint - Multiple institutions have raised their target price for Tuhu-W (9690) to a maximum of HKD 25, indicating a potential upside of over 30% from the current stock price [1] Group 1: Performance and Growth - Tuhu achieved better-than-expected growth in the first half of 2025, with a robust revenue increase driven by its store penetration strategy and multi-category business expansion [1] - The company demonstrated high-quality growth and a positive development trend, leading to a "outperforming the industry" rating from CICC [1] Group 2: Analyst Ratings and Target Prices - CICC and other institutions have given Tuhu a "buy" rating, with target prices raised to HKD 25, reflecting a potential increase of over 30% from the baseline stock price at the time of the report [1] - Goldman Sachs maintained a "buy" rating for Tuhu, increasing the target price to HKD 22.4, suggesting an upside of approximately 18% [1] Group 3: Management Insights - Tuhu's management indicated during the earnings call that the economic efficiency of individual stores is better than the industry average, and the market consolidation process is progressing smoothly [1]
“济南—曼谷”国际全货机航线正式开通
Jing Ji Guan Cha Bao· 2025-08-28 03:54
Core Viewpoint - The opening of the "Jinan-Bangkok" international cargo route marks a significant development in Jinan's logistics capabilities, enhancing trade connections with Southeast Asia and improving access to high-value goods for the domestic market [1] Group 1: Route Details - The new cargo route is operated by Shandong Airlines, with a planned frequency of two flights per week [1] - The outbound cargo primarily consists of e-commerce parcels and pharmaceuticals, covering the entire Shandong province and extending to economically active regions such as the Yangtze River Delta and the Pearl River Delta [1] - The inbound cargo mainly includes fresh products from Thailand, such as durians and seafood, catering to the domestic demand for high-quality Southeast Asian fresh produce [1] Group 2: Logistics Development - Jinan's logistics office has been actively promoting international air logistics development, resulting in the opening of several new cargo routes this year, including those to Seoul, Doha, Moncton, and Tokyo [1] - The office has also resumed operations on the Jinan-New York-Liege-Jinan "fifth freedom" route and the Jinan-Doha-London route, bringing the total number of international cargo routes to eight in 2023 [1] - This network now covers routes to Japan and South Korea, as well as connections to Southeast Asia and Europe and North America [1]
大模型挺进金融深水区
Jing Ji Guan Cha Bao· 2025-08-28 02:52
作者 胡群 8月26日,国务院常务会议审议通过《关于深入实施"人工智能+"行动的意见》,明确提出要深入推 进"人工智能+"行动,大力推动人工智能规模化商业化应用。该意见强调充分利用中国产业体系完备、 市场规模大、应用场景丰富的优势,加速人工智能在经济社会各领域的深度融合。政策的正式落地,为 包括金融在内的重点行业提供了明确的行动指引和战略支持。 "2025年,已是技术浪潮与产业变革交汇的关键之年。AI(人工智能)正以超越过往任何技术的速度与 深度,从数字世界的底层逻辑,重塑着全球经济的宏观格局。"毕马威变革咨询数字化转型业务牵头人 柳晓光在《2025金融业大模型应用报告》(以下简称"《大模型报告》")序言中指出,金融,作为现代 经济的核心,其本质是信息的处理与风险的定价。这恰好与大模型强大的认知、推理及生成能力,形成 了前所未有的共振。 《大模型报告》是腾讯金融研究院、腾讯研究院与毕马威企业咨询于8月27日联合发布的,报告指出, 2025年已成为金融行业深度整合AI、借助大模型进行创新的关键拐点。全球近半数金融机构已启动大 模型应用建设,行业正从零星的试验阶段迈入规模化部署期。中国金融业的大模型建设呈现出顶层 ...
今日看点|商务部将召开例行新闻发布会,新闻发言人介绍近期商务领域重点工作有关情况
Jing Ji Guan Cha Bao· 2025-08-28 00:59
今日看点 4、327.2亿元市值限售股今日解禁 8月28日,共有8家公司限售股解禁,合计解禁量为4.15亿股,按最新收盘价计算,合计解禁市值为327.2 亿元。 从解禁量来看,3家公司解禁股数超千万股。大族数控、佳力奇、宏英智能解禁量居前,解禁股数分别 为3.59亿股、3216.72万股、2224.11万股。从解禁市值来看,3家公司解禁股数超亿元。大族数控、佳力 奇、宏英智能解禁市值居前,解禁市值分别为302.29亿元、17.98亿元、6.45亿元。 8月27日重点关注的财经要闻与资本市场大事: 1、商务部将召开例行新闻发布会,新闻发言人介绍近期商务领域重点工作有关情况 8月28日下午3时,商务部将举行新闻发布会,新闻发言人介绍近期商务领域重点工作有关情况,并答记 者问。 2、2025中国国际大数据产业博览会将举行 8月28日至30日,2025中国国际大数据产业博览会将在贵阳举行。本届数博会精心策划交流活动26场, 规模约8000人次,预计吸引超过300位数据领域精英,围绕"数聚产业动能 智启发展新篇"年度主题,展 开深度交流与思想碰撞。 3、2025第九届亚太生物医药合作峰会将举行 8月28日至29日,20 ...
从厌学到复学|08 如何从“监工”到“盟友”,让孩子愿意聊学习
Jing Ji Guan Cha Bao· 2025-08-28 00:50
(原标题:从厌学到复学|08 如何从"监工"到"盟友",让孩子愿意聊学习) 孩子刚显露厌学情绪时,家长的烦恼往往不止"他不肯学",更有"他不肯说"。不少面临孩子厌学问题的 家长都有这样的困扰:问作业,孩子低头沉默;提考试,孩子转身关门;即便只是一句"今天上课怎么 样",换来的也可能是"别烦我"。 其实,孩子对"学习话题"如此抗拒,源于他们心里藏着一个隐性逻辑:"以前每次聊学习,不是被批 评'不够努力',就是被催'快点进步'。" 所以,我们要学会用"非批判性对话",拆掉孩子这层"防御 壳"——让他们相信,和爸妈聊学习,不会被评价、不会被比较,只会被看见、被接纳。 分享5个沟通技巧,帮我们在和孩子聊天时,让对话成为"桥梁"而非"战场"。 评价容易让孩子立刻进入"辩解模式",比如他可能会说"我就是累了";而事实描述能让他聚焦具体问 题,比如他或许会说"可能是刚才有点走神"。 就像医生不会先说"你真不爱惜身体",而是先讲"你的血压有点高"——不带评判的观察,才更能让人愿 意听下去。 二、把"为什么"换成"怎么了" 想了解孩子厌学的隐情,别问"你为什么就是不想学?"因为这会让孩子捕捉到提问背后的潜台词 ——"你有问题" ...
古塔藏珍:说苏州两座古塔的珍贵文物
Jing Ji Guan Cha Bao· 2025-08-28 00:50
Group 1: Core Insights - The article discusses the historical significance and cultural heritage of Buddhist pagodas in Suzhou, highlighting their evolution from the Tang dynasty to the Qing dynasty, with a peak during the Song dynasty [2][3][4]. Group 2: Historical Context - Suzhou, known as the "City of Pagodas," has over 100 historical pagodas, with more than 20 well-preserved today, reflecting its rich cultural and economic history [2][3]. - The article mentions the flourishing of Buddhism in Suzhou during the Tang and Song dynasties, with significant temple constructions and restorations [2][4]. Group 3: Notable Pagodas - The Beisi Pagoda, rebuilt in 1153, stands at 76 meters and is a prominent landmark in Suzhou [3]. - The Yunyan Pagoda, also known as the Tiger Hill Pagoda, was built in 961 and has undergone several restorations due to damage from fires and military actions [4]. - The Ruiguang Pagoda, originally built in 1004, has been restored multiple times and features a unique architectural style [4][5]. Group 4: Artifacts and Discoveries - Significant artifacts were discovered during the restoration of the Yunyan Pagoda, including a treasure trove of Buddhist relics such as sutras, sculptures, and ceremonial items [7][14]. - The Ruiguang Pagoda also yielded valuable artifacts, including colored statues and sutras from the Tang and Song dynasties, which are crucial for studying the spread of Esoteric Buddhism in southern China [14][20].
人福医药:2025年上半年归母净利润与扣非净利润实现双增
Jing Ji Guan Cha Bao· 2025-08-27 14:30
Core Viewpoint - Humanwell Healthcare reported a year-on-year increase in net profit and net profit after deducting non-recurring gains and losses for the first half of 2025, despite a decrease in operating revenue due to structural reforms in the pharmaceutical industry and a focus on core business optimization [1] Financial Performance - The company achieved operating revenue of 12.064 billion yuan, with a net profit attributable to shareholders of 1.155 billion yuan, representing a year-on-year growth of 3.92% [1] - The net profit after deducting non-recurring gains and losses was 1.130 billion yuan, up 3.81% compared to the same period last year [1] - Operating revenue decreased by 6.20% year-on-year, primarily due to structural reforms in the pharmaceutical payment sector [1][6] - The asset-liability ratio decreased from 43.32% at the beginning of the reporting period to 43.00%, indicating improved capital structure and operational efficiency [6] Core Business Development - Humanwell's pharmaceutical subsidiaries maintained stable growth, particularly in the anesthetics sector, with significant product growth in various anesthetic drugs [2] - The company is a leader in the domestic market for sex hormone drugs, with a strong global market share in progesterone raw materials and a unique product line in the formulation sector [2] - The company is actively expanding its product offerings in the field of sex hormone drugs and has faced temporary profit pressure due to increased fixed asset depreciation from new production facilities [2] Innovation and R&D - The company is focusing on a dual-driven strategy of innovation and global expansion, with over 2,000 R&D personnel and significant investments in innovative drug development [4] - In the first half of 2025, R&D expenses exceeded 700 million yuan, with 14 new products approved, covering various therapeutic areas [4] - Progress in biopharmaceuticals includes the completion of production site verification for a new drug and multiple new drug projects approved for clinical trials [4] International Expansion - Humanwell has established a collaborative market presence in the U.S., Europe, and Africa, with ongoing challenges in the U.S. generics market due to local competition and tariffs [5] - The company is laying the groundwork for deeper market penetration in Europe through partnerships and product approvals in Germany and France [5]