Jing Ji Guan Cha Bao
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中汽协发倡议,众专家亮观点(六)| 李大开:从“卷”向“强”,避免恶性竞争和盲目价格内卷
Jing Ji Guan Cha Bao· 2025-06-04 11:14
(原标题:中汽协发倡议,众专家亮观点(六)| 李大开:从"卷"向"强",避免恶性竞争和盲目价格内 卷) 编者按: 5月31日,中国汽车工业协会面向全行业发布《关于维护公平竞争秩序 促进行业健康发展的倡议》。倡 议中指出,自2025年5月23日起,有车企率先发起大幅降价活动,多家企业跟进效仿,引发新一轮"价格 战"恐慌。无序"价格战"加剧恶性竞争,将进一步挤压企业利润空间,进而影响产品质量和售后服务保 障,不仅阻碍行业自身健康发展,也将危害消费者权益,并带来安全隐患。 倡议发布后,工信部相关负责人第一时间作出公开回应,赞同并支持此倡议,同时指出车企之间"价格 战",给汽车企业正常的生产经营带来较大冲击,危及行业健康、可持续发展。 央视新闻、新华社、人民日报、经济日报等主流央媒纷纷报道、转载。当日此事登上多个热搜平台,引 发广泛的关注与讨论。 中国汽车工业协会旗下官方媒体《汽车纵横》围绕这一事件,推出汽车行业知名专家访谈系列。本文为 该系列第6篇,受访人为陕西法士特集团原董事长李大开。 二是在赛道选择上,企业可以发挥各自所长,专注专业化、规模化,不必都挤入同一个领域、同一个赛 道; 三是根据企业实际情况,因地制宜 ...
中建玖合以74.91亿元摘得北京城市副中心核心组团地块
Jing Ji Guan Cha Bao· 2025-06-04 11:14
(原标题:中建玖合以74.91亿元摘得北京城市副中心核心组团地块) 据悉,通州区2025年累计供应新建商品住宅1600余套,近19万平方米。今年"好房子"国家标准发布后, 进一步刺激市场各方需求,4月7日,招商蛇口以27.082亿元斩获北京通州八里桥0401-6044 、6049地块 溢价率16.28%。4月29日,中铁建以21.94%的溢价率获取梨园镇强力家居6007地块。 6月4日,中建玖合发展集团有限公司(以下简称"中建玖合")以74.91亿元底价摘得北京城市副中心 0705等组团地块。 根据北京市规划和自然资源委员会网站显示,此次中建玖合摘得北京城市副中心0101街区FZX-0101- 0705、0706、0707、0708、0807、0808、0810、0811地块,楼面价约3.2万/㎡。该地块位于通州区运河 商务区板块,东侧临近六环高线公园,西侧邻京杭大运河,南侧临近运通隧道,北侧临近地铁6号线北 运河东站及在建交通枢纽副中心站。该地块由8个小地块组成,总土地面积约112782.449平方米。 除0707地块是F3其他类多功能用地以外,其余0705、0706、0708、0807、0808、0810 ...
再救“特斯拉”,把车卖到“农村”去
Jing Ji Guan Cha Bao· 2025-06-04 11:11
2025年3月,特斯拉在中国销售了78,828辆电动车,同比下降11.5%。4月的销量进一步下降至58,459 辆,同比下降6%,环比下降25.8%。在此背景下,特斯拉的市场份额也在不断缩小。相比之下,中国自 主车企表现强劲,特斯拉的市场份额被不断蚕食。为了应对竞争压力,特斯拉计划推出一款代号 为"E41"的低成本Model Y,预计在2026年投产,目标是将生产成本降低至少20%。 此外,特斯拉还首次参与"新能源汽车下乡"计划,试图通过政府补贴和政策支持,拓展在农村市场的销 售。此次入目录或为中国政府对特斯拉的又一次"救助",帮助其在竞争激烈的市场中稳住阵脚。然而, 特斯拉能否借此扭转在中国市场的颓势,仍需时间检验。在本土品牌强势崛起和市场竞争加剧的背景 下,特斯拉需要在产品、价格和服务等方面做出更多努力,才能重新赢得消费者的青睐。 免责声明:本文观点仅代表作者本人,供参考、交流,不构成任何建议。 特斯拉的"下乡"之路,或许只是其在中国市场自救的一部分。未来,特斯拉需要在更广阔的市场中,找 到新的增长点,才能在中国这个全球最大的电动车市场中立足。 6月3日,中国工业和信息化部公布了2025年"新能源汽车下乡 ...
旭辉境内债重组博弈升级:债券持有人首次反对行动受挫
Jing Ji Guan Cha Bao· 2025-06-04 11:09
记者 田国宝 6月3日23时,中国国际金融股份有限公司(下称"中金")公告,旭辉集团股份有限公司公开发行2020年 公司债券(第一期)(品种一)(下称"20旭辉01")2025年第一次债券持有人会议的召集程序不符合相 关规则和约定,会议无效,召集被取消。 "20旭辉01"债券持有人会议原定于6月4日下午召开。此次会议并非由债券发行人旭辉集团发起,而是由 债券持有人浙江涞熙私募基金管理有限公司(下称"涞熙基金")通过法定程序召集。 2025年5月23日18时,旭辉控股公布境内债重组方案,与这一轮多数房企债券重组类似,方案核心为削 债;当晚22时,涞熙基金通过上交所发布"20旭辉01"债券持有人会议公告,提出四项议案,要求旭辉全 额兑付剩余本金与利息,并附带司法保全等措施。 在公开债市场,由债权人召集债券持有人会议的情况较为罕见。此次涞熙基金召集的"20旭辉01"持有人 会议,矛头直指旭辉控股的境内债重组方案。涞熙基金负责人项清鹏向经济观察报表示,会议取消后, 他们正准备发起新的债券持有人会议。 根据旭辉控股的境内债重组目标,整体削债比例为50%。方案一的本金削债率达82%;方案二削债率约 为82%至87%;方案 ...
中资企业出海拉美非洲潮涌 本地化收款挑战如何破局
Jing Ji Guan Cha Bao· 2025-06-04 10:29
Core Insights - The increasing economic and trade interactions between China and Latin America/Africa have led to a rise in Chinese companies entering these markets, particularly in sectors like B2B trade, gaming, social media, and SaaS services [1][10] - A significant challenge for these companies is localizing payment methods and managing sales collections due to the low credit card penetration and fragmented payment landscape in Latin America and Africa [1][3] Group 1: Payment Solutions and Market Dynamics - Cross-border payment institutions are seizing opportunities, with companies like Airwallex acquiring local payment providers and obtaining licenses to address payment issues for Chinese enterprises in Latin America [2] - EBANX offers a one-stop aggregated payment solution that integrates around 200 local payment methods across Latin America and Africa, addressing the complexities of local payment systems [2][6] - The fragmented nature of local payment methods in Latin America and Africa complicates the process for Chinese companies to establish their own payment networks, leading many to adopt aggregated payment solutions [6][12] Group 2: Local Payment Preferences - In Mexico, OXXO Pay is a popular offline payment method, while in Kenya, mobile money is increasingly favored, and in Brazil, Pix is expected to surpass credit cards in e-commerce transactions [4][5] - The average settlement period for credit card payments in Brazil is 30 days, while Pix allows for next-day settlements, easing cash flow pressures for Chinese exporters [12] Group 3: Customization and Service Requirements - Different Chinese enterprises have varying payment requirements; for instance, cross-border e-commerce firms prioritize payment success rates, while gaming companies focus on reaching local audiences [11][13] - EBANX has established a local team to provide tailored payment solutions and maintain communication with headquarters to address challenges faced by Chinese companies in cross-border payments [13] Group 4: Fraud Risks and Mitigation - Payment fraud is emerging as a significant challenge for Chinese enterprises, with global e-commerce fraud losses reaching approximately $48 billion in 2023 [14] - EBANX employs multiple anti-fraud measures, including a self-developed fraud detection engine and AI technology to identify suspicious transactions [15] Group 5: Future Prospects - The evolving alternative payment systems and accompanying risk management measures in Latin America and Africa are expected to enhance the economic trade cooperation between China and these regions [16]
生娃养娃全程拿钱!攀枝花鼓励生娃“新政12条”施行
Jing Ji Guan Cha Bao· 2025-06-04 10:29
根据《措施》,在优生定额补贴政策中,将建立产前检查费定额报销,职工医保能报1000元,居民医保 报700元。对在攀枝花助产机构建卡并分娩的攀枝花户籍孕产妇给予1000元/人的优生补贴。除优生定额 补贴外,辅助生殖补贴制度,将13项辅助生殖类医疗服务项目纳入医保报销,对进行辅助生殖成功受孕 并按政策生育的攀枝花户籍孕产妇给予一次性5000元辅助生殖补贴。 在养育阶段,新生儿落地参保政策,为在本地落户的攀枝花户籍新生儿给予1年的财政全额资助参保, 确保自出生之日起所发生的符合规定的医疗费用纳入医保报销范围;同时,住房支持政策,对攀枝花行 政区域内购买新建商品住房,且在购房补贴政策执行期内符合国家生育政策的二孩、三孩攀枝花户籍家 庭,由政府补贴二孩家庭1.5万元、三孩家庭2万元,鼓励房地产开发企业给予二孩、三孩家庭相同标准 的购房补贴。 编辑:李晓丹 (原标题:生娃养娃全程拿钱!攀枝花鼓励生娃"新政12条"施行) 经济观察网讯 6月1日,《攀枝花市"五位一体"生育友好集成改革的十二条措施》(以下简称《措 施》)正式实施,其中包括辅助生殖补贴制度、住院分娩免费政策、二孩、三孩家庭购房分别发放1.5 万元、2万元购房补 ...
中美白蛋白紫杉醇仿制药竞争格局:双成药业三适应症突围,专利挑战成关键
Jing Ji Guan Cha Bao· 2025-06-04 08:49
Core Viewpoint - The article discusses the competitive landscape of the injectable paclitaxel (albumin-bound) market in the U.S., highlighting the success of domestic companies like Double-Crane Pharmaceutical in overcoming patent barriers and achieving FDA approval for multiple indications, while also addressing the challenges faced by other companies in the same sector [1][2][5]. Group 1: U.S. Competitive Landscape - Double-Crane Pharmaceutical received FDA approval for its injectable paclitaxel (albumin-bound) in May 2025, marking it as one of the few Chinese anti-tumor generics to enter the U.S. market [2]. - The company successfully challenged the original patent of Abraxane, leading to a settlement that allowed it to bypass the patent barrier and secure approval for three indications: metastatic breast cancer, non-small cell lung cancer, and pancreatic cancer [2][6]. - Another domestic company faced challenges and only received approval for a single indication (metastatic breast cancer) due to differences in clinical data submission and patent challenge strategies [3]. Group 2: Industry Competition - The U.S. market for albumin-bound paclitaxel generics is characterized by high barriers to entry and low approval rates, with significant technical and patent challenges [5]. - Key factors contributing to the competitive landscape include complex manufacturing processes, stringent FDA requirements, and a dense patent network surrounding the original drug [5][12]. - Double-Crane's success is attributed to its robust R&D and registration strategies, effective GMP management, and a well-planned patent challenge approach [8][10]. Group 3: Market Impact - The case of Double-Crane serves as a reference for other Chinese pharmaceutical companies looking to enter international markets, emphasizing the need to balance patent risks with market opportunities [8]. - The U.S. market for albumin-bound paclitaxel is projected to grow, with estimates indicating a market size of $12.8 billion by 2025, driven by the entry of generics and expanded indications [8][10]. - The competitive landscape is expected to evolve, with a forecasted market size of $18.5 billion by 2030, influenced by the adoption of combination therapies [8]. Group 4: Domestic Competitive Landscape - The domestic market for albumin-bound paclitaxel is highly competitive, with multiple manufacturers and aggressive pricing strategies [12]. - Double-Crane's product has not yet received approval in China, indicating a potential gap in its domestic strategy [12]. - The pricing pressure in the domestic market is evident, with prices for competing products dropping significantly, raising questions about Double-Crane's willingness to engage in domestic competition [12].
捷途方盒子越野车:从“面子”到“里子”的创新跃迁
Jing Ji Guan Cha Bao· 2025-06-04 08:49
Core Viewpoint - The launch of the 2025 Jietu Shanhai T1 marks a significant shift in the Chinese "boxy" off-road vehicle market, moving from a focus on design imitation to a deeper emphasis on technological innovation [2][6][14] Group 1: Market Context - Prior to 2017, domestic brands held less than 10% of the Chinese off-road vehicle market, which was dominated by foreign brands like Land Rover and Toyota [3] - The introduction of boxy designs in the 10 million RMB price range has made off-road vehicles more accessible to younger consumers, with Jietu Traveler being a pioneer in this segment [3][4] - By September 2024, there were 33 models of rugged SUVs on the market, with total sales reaching 555,000 units, of which domestic brands accounted for 533,000 units [3] Group 2: Jietu's Performance - Jietu's Traveler and Free Traveler series have achieved cumulative sales of 292,000 units, while the Shanhai T1 and T2 hybrid models have sold 78,000 units, with over 50% of buyers being first-line joint venture customers [4][6] - Jietu has positioned itself as a leader in the boxy vehicle segment, with a focus on innovation and technology [6][12] Group 3: Technological Innovations - The 2025 Shanhai T1 features a P1+P3+P4 three-motor architecture, which allows for stable four-wheel drive output even in extreme conditions, addressing common issues faced by hybrid off-road vehicles [7][9] - The vehicle is equipped with a 43.2 kWh lithium iron phosphate battery, offering a pure electric range of 226 kilometers and a combined range of 1500 kilometers, with a low fuel consumption of 5.89 L/100 km [9][11] - The Shanhai T1 includes a "7+X" one-button off-road mode that simplifies the driving experience, making it accessible to a broader audience [9][11] Group 4: Safety and Comfort Features - The vehicle's body is composed of 80% high-strength steel, with 55% being ultra-high-strength steel, ensuring superior safety standards [9][11] - The interior features advanced soundproofing and comfort elements, transforming the off-road vehicle into a "mobile living space" [11] Group 5: Future Outlook - The competition in the off-road vehicle market is shifting from mere vehicle comparison to a comprehensive ecosystem that includes core technology, service systems, and lifestyle culture [12][14] - Jietu is actively developing a "Travel+" ecosystem, establishing 1255 service stations globally and over 332 partner collaborations, positioning itself uniquely in the market [12][14]
当代的回响——欧美艺术家联展(一)
Jing Ji Guan Cha Bao· 2025-06-04 08:04
Core Viewpoint - The exhibition "Echoes of Contemporary Art: A Joint Exhibition of European and American Artists" will be held in Beijing from June 1 to June 30, 2025, showcasing nearly 200 works from 15 top European and American artists, marking the largest exhibition in the gallery's history [1] Group 1: Exhibition Details - The opening ceremony is scheduled for June 5, 2025, at 3 PM at the SB125 in the South District of Beijing's China World Trade Center [1] - The exhibition aims to highlight artists whose works have not yet been commodified by the art market, emphasizing the transmission of cultural values through art [1] Group 2: Featured Artists - Doug Hyde, a prominent British artist, became the best-selling artist in the UK in 2005 and is known for his optimistic and hopeful messages conveyed through his artwork, which often draws inspiration from everyday life [2] - Gustavo Novoa, a Chilean artist, is recognized for his unique style that blends elements of surrealism and humor, with a notable collection of works owned by various celebrities [4][5] - Jean-Luc Feugeas, a French artist and mathematician, explores the relationship between order and chaos in his art, influenced by his studies in entropy and music [6][7]
小米YU7三个型号电池品牌公布
Jing Ji Guan Cha Bao· 2025-06-04 06:02
Core Insights - Xiaomi's YU7 series electric vehicles (EVs) showcase a dual focus on performance and safety through advanced battery technology [2][3] - The series includes three models: Standard, Pro, and Max, each with distinct battery configurations to cater to different consumer needs [2][3] Battery Technology - The Standard and Pro versions are equipped with 96.3 kWh lithium iron phosphate batteries, known for their stability and safety, achieving a range of 835 km and 770 km respectively under CLTC conditions [2] - The Max version features a 101.7 kWh ternary lithium battery, offering a range of 800 km and a 0-100 km/h acceleration time of 3.23 seconds, highlighting a performance-oriented approach [2] - The Max version's battery weighs 666 kg, which is lighter than the Standard version's 719 kg, indicating improved volume utilization of the ternary lithium battery [2] Supply Chain and Market Positioning - The collaboration with leading battery manufacturers Fudi and CATL ensures stable production capacity and enhances product reliability through technological synergy [3] - The battery configuration strategy effectively addresses the needs of various consumer segments, balancing safety and cost for the Standard and Pro versions while appealing to high-performance seekers with the Max version [3] - The YU7 series has been included in the Ministry of Industry and Information Technology's tax exemption directory, indicating readiness for mass production [3] Safety and Technology Features - All versions of the YU7 series have passed the new national battery safety tests and incorporate multiple protective mechanisms against overcharging, over-discharging, and overcurrent [3] - Xiaomi's self-developed smart charging algorithm optimizes charging strategies based on user habits, extending battery lifespan and enhancing overall safety [3] - The YU7 series is positioned as a mid-to-large SUV with dimensions of 4999 mm in length and a 3000 mm wheelbase, catering to a broader market audience [3]