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 ...

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]

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]

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]

Core Insights - The Chinese government has approved the "Artificial Intelligence+" initiative, aiming to promote large-scale commercial applications of AI across various sectors, including finance [2][3] - The "2025 Financial Industry Large Model Application Report" indicates that 2025 is a critical turning point for the integration of AI in the financial sector, with nearly half of global financial institutions initiating large model applications [3][4] - AI is driving a productivity revolution in finance, significantly enhancing efficiency in processes such as credit approval and market monitoring [4][5] Industry Trends - The financial sector is rapidly adopting AI, with 48% of professionals regularly using large models in their work and daily lives [5][6] - A significant number of financial institutions are investing in AI applications, with 88% of respondents in a global survey indicating they use AI in production [6][7] - The construction of large models in China's financial industry is characterized by a clear top-down design and phased implementation, with banks leading the way [3][7] Application and Impact - AI technologies are making financial services more inclusive, intelligent, and personalized, while also redefining operational and management models [4][8] - The banking sector is at the forefront of large model applications, with state-owned banks and joint-stock banks actively developing and deploying AI solutions [7][10] - The report highlights the need for financial institutions to balance investment in application and infrastructure to avoid resource wastage [8][9] Strategic Approaches - Different financial institutions are adopting varied strategies for AI implementation based on their resources and market positions, moving away from a one-size-fits-all approach [9][11] - Large banks and leading brokerages are focusing on building core competencies through self-developed models, while regional banks are exploring AI applications with enthusiasm [10][11] - The report emphasizes the importance of aligning AI projects with long-term digital strategies to avoid isolated and redundant efforts [12][13] Challenges and Considerations - Data fragmentation and the lack of high-quality training data pose significant challenges for AI implementation in finance [12][13] - Financial institutions face difficulties in evaluating the value of AI projects, as benefits often manifest indirectly and over the long term [13][14] - The need for organizational transformation is critical, as there is a shortage of talent that understands both technology and finance [12][14] Future Outlook - The integration of AI in finance is not merely a technological upgrade but a fundamental paradigm shift that challenges traditional business processes and organizational structures [14] - The ultimate goal of AI in finance is to enhance efficiency, inclusivity, and stability in financial services, with successful institutions being those that effectively combine AI capabilities with human judgment [14]

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 ...

（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" ...

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].

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]

（原标题：健康营销进入 "全域时代"：京准通凭什么成为品牌增长引擎？） 过去数年，中国正式迈入"大健康" 时代 —— 健康理念不再局限于 "治病就医"，而是深度融入衣食住行、生活方式选择，乃至身心调养的全场 景，健康消费由此成为全民刚性需求。据行业预测，2030 年中国健康产业规模将达 16 万亿元，巨大的市场潜力背后，品牌却普遍陷入营销突围 困境。 一方面，消费群体代际更迭带来沟通难题。年轻一代成为健康消费新主力，他们习惯在碎片化渠道中获取信息，对传统说教式营销天然排斥，更 青睐有趣、有互动、有价值观共鸣的内容；但多数健康品牌缺乏对年轻群体需求的精准洞察，要么内容生硬无法引发共情，要么渠道选错导致资 源浪费，难以在年轻消费者心中建立品牌认知。另一方面，全渠道运营陷入"分散低效" 陷阱：线下宣传覆盖有限、成本高企，难以精准定位目标 人群；线上流量则分散在各平台，品牌既无法整合资源形成合力，又因平台属性差异难以实现营销效果最大化。 依托京准通打造的"全域资源整合 - 人群资产沉淀 - 精细化运营 - 京东站内转化" 全链路闭环，为健康品牌提供了从流量到销量的增长路径。 在资源端，京东已与腾讯系、巨量引擎、快手、 ...