Jing Ji Guan Cha Bao
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天齐锂业蒋安琪:行业供需格局改善将助力破除同质化竞争
Jing Ji Guan Cha Bao· 2025-11-27 03:40
Core Insights - The lithium industry is experiencing an improvement in supply-demand dynamics, which is expected to help break the homogenization of competition within the sector [1][2] - The global lithium demand is projected to reach 1.45 million tons of LCE, reflecting a year-on-year growth of approximately 22% due to strong demand from new energy vehicles and energy storage systems [1] - The price of lithium salts has slightly rebounded to 110,000-120,000 yuan per ton, driven by accelerated inventory depletion and marginal supply-demand improvement [1] Industry Trends - The lithium industry is transitioning from a phase of excess supply to one of improved supply-demand balance, with a notable reduction in the degree of oversupply compared to 2024 [1][4] - The industry is witnessing a shift from "quantity" to "quality," with low-cost and innovative players expected to emerge victorious in the upcoming cycle reversal [2] - The focus on technological innovation and global collaboration is emphasized as a means to enhance the resilience and security of the supply chain [1] Technological Developments - Solid-state battery technology is a key topic of discussion, with various experts exploring its technical pathways and commercialization prospects [3] - The core materials for solid-state batteries are categorized into three main types: sulfide-based, oxide-based, and polymer-based electrolytes, with sulfide-based materials being favored for their high energy density and conductivity [3] - Tianqi Lithium is advancing its sulfide lithium pilot line, with an expected annual production capacity of 50 tons set to be completed by the second half of 2026 [3] Market Dynamics - The shift in mindset from "excess thinking" to "supply-demand improvement" among leading industry players marks a fundamental change in the lithium sector [4] - The emphasis on safety stock has increased, transitioning from a de-inventory cycle to a replenishment cycle, which may drive the price of lithium carbonate upward [4]
在数千家企业中 寻找穿越周期的商业力量
Jing Ji Guan Cha Bao· 2025-11-27 03:31
Core Insights - The conference held by Economic Observer focused on how Chinese enterprises can align with national strategies and innovate to overcome challenges in the digital economy and new production forces [1][2] - The honored companies were selected based on extensive research across thousands of enterprises and key industries, emphasizing their significant impact on China's economy and society [1] - The event highlighted the importance of high-quality development and the role of respected enterprises in driving growth across various sectors, particularly in high-end manufacturing and hard technology [1][2] Group 1: Respected Enterprises - The "2024-2025 Respected Enterprises" and "Respected Leading Enterprises" were recognized for their contributions to the economy, social trust, and innovation [1] - Notable companies included Anta, BYD, Huawei, JD.com, Meituan, Qingdao Beer, China Ping An, and China Feihe, reflecting a diverse range of industries from consumer goods to technology [1] - Companies like Haier Smart Home, Tianqi Lithium, and Prologis China were acknowledged for their special contributions in their respective fields [1] Group 2: Role of Enterprises in Society - Enterprises are seen as vital components of the market economy, contributing not only to economic growth but also to addressing social issues and creating value [2] - The concept of "respected" enterprises now includes a focus on long-termism and the overall welfare of stakeholders, beyond just shareholder returns [2] Group 3: Innovation and Quality - High-quality products and services are fundamental to the reputation of respected enterprises, reflecting their management capabilities and ethical standards [6] - The need for a supportive environment for innovation, including tolerance for failure and encouragement of strategic investments, is emphasized [5] Group 4: Financial Sector Insights - Beijing Bank reported significant growth in technology and green loans, indicating a commitment to supporting the real economy [8] - China Ping An highlighted the transformative potential of AI in the financial sector, focusing on customer-oriented strategies and the integration of advanced technologies [12] Group 5: Regulatory Environment - The importance of antitrust compliance in enhancing product quality and driving industries towards higher standards was discussed [13] - Antitrust laws are seen as catalysts for innovation and quality improvement, helping to eliminate market stagnation caused by monopolistic practices [13] Group 6: Future Outlook - The development of new productive forces through technological self-reliance and innovation is identified as a strategic foundation for enterprises [18] - China's advancements in computing infrastructure and AI technology are expected to disrupt various industries and create new growth opportunities [18]
市场监管总局办公厅关于印发《计量促进民营经济发展壮大若干措施》
Jing Ji Guan Cha Bao· 2025-11-27 03:00
(原标题:市场监管总局办公厅关于印发《计量促进民营经济发展壮大若干措施》) 经济观察网 据市场监管总局网站,11月24日,市场监管总局办公厅关于印发《计量促进民营经济发展 壮大若干措施》。 具体如下: 为深入贯彻落实党中央、国务院关于促进民营经济发展壮大的决策部署,有效发挥计量在提升民营经济 组织质量效益、创新能力和市场竞争力等方面的基础支撑保障作用,助力民营经济高质量发展,制定以 下措施。 一、加强政策扶持。充分发挥计量服务中小企业公共平台和市场监管部门各级门户网站作用,汇集各类 计量助企惠企政策,提供权威计量政策解读,帮助民营经济组织及时、全面、准确理解和把握计量政 策。进一步优化计量行政审批服务,鼓励计量技术机构提升为民营经济组织服务的主动性,尽可能压缩 计量器具检定、校准时间。制造计量器具的民营经济组织对已批准的型式进行改进的,按照《计量器具 型式评价通用规范》(JJF1015—2014)的有关要求,由承担型式评价的计量技术机构根据型式改进的 具体情况确定评价项目,给予必要的优化和简化。 二、征集企业需求。出台涉企计量政策要广泛听取民营经济组织意见建议,增强针对性和实效性。建立 民营经济组织常态化交流 ...
步步高投资拟以3000万元入主ST中珠第一大股东
Jing Ji Guan Cha Bao· 2025-11-27 02:02
Group 1 - ST Zhongzhu announced the receipt of a share transfer agreement from Shenzhen Shenshang Holdings Group, where Shenshang plans to transfer 100% equity of its major shareholder, Shenzhen Landi Technology, to Suzhou Bubugao Investment Development for 30 million yuan [1] - After the transfer, Bubugao Investment will hold 380,172,862 shares of ST Zhongzhu, representing 19.08% of the total share capital [1] - Bubugao Investment stated that there are no plans to increase or decrease its stake in the company within the next 12 months, nor are there any major asset restructuring plans [1] Group 2 - On November 14, ST Zhongzhu announced that Qiongcheng Meihua Tenglong Qifei Investment Partnership intends to acquire 10.38% of the company's shares for 403 million yuan [2] - Qiongcheng Meihua Tenglong Qifei Investment Partnership, which is 80% owned by Wu Shichun, expressed confidence in the company's future development prospects and investment value [2] - The partnership aims to actively exercise shareholder rights to improve the company's operations, asset quality, and sustainable profitability [2]
青少年双向情感障碍的常见发病原因及居家康复护理注意事项
Jing Ji Guan Cha Bao· 2025-11-27 02:02
(原标题:青少年双向情感障碍的常见发病原因及居家康复护理注意事项) 青少年双向情感障碍概述 双向情感障碍,又称双相障碍、躁狂抑郁症,是一类既有躁狂发作或轻躁狂发作,又有抑郁发作的常见 精神障碍。青少年正处于身心快速发展和变化的时期,这一阶段若患上双向情感障碍,对其成长和未来 发展会产生极大的负面影响。在躁狂发作时,青少年可能表现为情感高涨、精力充沛和活动增加;而抑 郁发作时,则会出现情绪低落、精力减退和活动减少等症状。最典型的形式是躁狂和抑郁交替发作。这 种疾病起病年龄早,对于青少年而言,患病后可能面临学业中断、社交困难等诸多问题,且其患病率、 自杀率、复发率和致残率都较高,疾病负担重,因此需要引起家长和社会的高度重视。 青少年双向情感障碍常见发病原因之遗传因素 遗传在青少年双向情感障碍的发病中起着重要作用。双向情感障碍具有显著遗传倾向,如果家族中有双 向情感障碍的患病史,那么其近亲患病风险会显著提高。研究表明,遗传因素在双向情感障碍的病因中 占比较大。虽然遗传并非是唯一的决定因素,但它为疾病的发生埋下了潜在隐患。基因的传递使得青少 年在某些生理和心理特质上更容易受到双向情感障碍的影响。例如,家族中有此类患者 ...
吴振国:企业坚守公平竞争底线,才能在全球竞争格局中站稳脚跟
Jing Ji Guan Cha Bao· 2025-11-27 01:16
Core Viewpoint - The importance of antitrust compliance for companies is emphasized, highlighting its role in ensuring fair competition, driving innovation, and supporting high-quality economic development [2][10]. Group 1: Antitrust Compliance as a Tool for Fair Competition - Antitrust compliance serves as a "pass" for ensuring equal competition among various market entities, preventing monopolistic practices that can harm small and medium enterprises [3][4]. - During the "14th Five-Year Plan" period, over 100 cases of monopolistic agreements and abuse of market dominance were addressed, resulting in fines exceeding 20 billion [3]. Group 2: Supporting Industrial Upgrading and High-Quality Development - Antitrust compliance acts as a catalyst for improving product quality and advancing industries towards higher-end development, preventing monopolistic entities from raising prices and stifling innovation [5]. - The enforcement of antitrust laws has led to significant actions in the pharmaceutical sector, where over 12% of all cases involved monopolistic behaviors that harmed consumer interests [5]. Group 3: Driving Innovation - Antitrust compliance is crucial for unleashing innovation and fostering economic growth, as a fair competitive environment encourages companies to innovate rather than rely on monopolistic advantages [6]. - Recent enforcement actions have targeted monopolistic practices in the data services market, promoting a more competitive landscape that stimulates innovation [6]. Group 4: Risk Management and Stable Operations - Antitrust compliance serves as an early warning system for companies to identify and manage risks within the supply chain, especially in a globally interconnected market [8]. - Investigations into major foreign companies have highlighted the importance of compliance in preventing monopolistic control over critical domestic industries [8]. Group 5: Expanding International Markets and Global Competitiveness - Antitrust compliance is essential for companies aiming to engage in international markets, as it helps mitigate legal risks associated with foreign antitrust laws [9]. - Historical cases illustrate the potential costs of non-compliance, emphasizing the need for a robust antitrust compliance framework to enhance global competitiveness [9]. Group 6: Regulatory Framework and Future Directions - The release of updated antitrust compliance guidelines by regulatory bodies aims to strengthen companies' risk management capabilities and promote a culture of fair competition [10]. - Companies are encouraged to integrate compliance into their operational frameworks to ensure sustainable growth and respect in the market [10].
记者直击:香港大埔大火已造成44人遇难,有老者称“住了几十年,没见过这么大的火”
Jing Ji Guan Cha Bao· 2025-11-27 01:16
Core Points - The fire at Hong Kong's Tai Po Wang Fuk Court has resulted in 44 fatalities and 45 injuries, with 279 individuals still unaccounted for [1][20] - The incident has been classified as a "major disaster" by the Chief Executive of Hong Kong, John Lee [2] - Investigations are underway, with three individuals from the construction company arrested, including two directors and one engineering consultant [1] Incident Details - The fire started on November 26 at 2:51 PM, initially igniting scaffolding on the building's exterior and rapidly spreading to surrounding structures [1] - The fire was classified as a "Level 5" incident, the highest level in Hong Kong's fire alarm system, by 6:22 PM on the same day [1] - Eyewitness accounts describe the fire's unusual speed and intensity, exacerbated by strong winds that facilitated the spread of flames [3][15] Investigation and Response - A special task force has been established by the police and fire department to conduct a comprehensive investigation into the incident [3][18] - The investigation will focus on potential criminal negligence, arson, and the use of non-compliant building materials [18][19] - The government has initiated a review of fire safety standards for similar construction projects across Hong Kong [19] Community Impact - Many residents, particularly the elderly, were caught off guard due to the rapid spread of the fire and the absence of fire alarms [9][10] - Temporary shelters have been set up for displaced residents, providing essential supplies and support [12][13] - The community is in a state of distress, with many residents anxiously awaiting news of missing loved ones [13][14]
今日看点|国新办将举行国务院政策例行吹风会,介绍增强消费品供需适配性进一步促进消费政策措施有关情况
Jing Ji Guan Cha Bao· 2025-11-27 01:16
Group 1 - The State Council Information Office will hold a regular press conference to introduce measures to enhance the adaptability of supply and demand for consumer goods and further promote consumption policies [1] - The Ministry of Industry and Information Technology and other relevant departments will participate in the press conference to provide insights and answer questions [1] Group 2 - The China Council for the Promotion of International Trade will hold a regular press conference to discuss the delegation of Chinese entrepreneurs visiting the United States and Canada, the timing of the fourth Chain Expo, and the achievements of the 18th European Fair [2] - The National Development and Reform Commission will also hold a press conference in the afternoon to provide updates on its activities [3] Group 3 - The Ministry of Commerce will hold a press conference to introduce recent key work in the business sector and answer media questions [4] - The National Health Commission will hold a press conference to discuss the progress and effectiveness of grassroots medical and health services [5] Group 4 - Economic data releases include Canada's current account for Q3 and Germany's GfK consumer confidence index for December [6]
清华大学田轩:需要五大经济手段和工具支持创新
Jing Ji Guan Cha Bao· 2025-11-26 12:15
"十九届五中全会提出的'十四五'规划和二十届四中全会提出的'十五五'规划建议既体现了政策的连续 性,也呈现出一些新变化。五年前,中央对现实的判断是重要战略机遇期,现在是战略机遇和风险挑战 并存。也就是说,过去五年外部环境发生了很大变化。比如中美贸易争端、俄乌冲突、局部地区争端升 级以及疫情对全球产业链的冲击等,导致风险和挑战并存,外部不确定性上升。"11月26日,清华大学 国家金融研究院院长、五道口金融学院副院长田轩在经济观察报主办的"2024—2025年度受尊敬企业年 会"上发表主题演讲时表示。 在创投组织形式创新方面,田轩提倡企业风险投资(CVC)模式。他认为,与传统独立风险投资 (IVC)不同,CVC的资金来源于母公司,核心目的是战略布局而非短期财务回报,不需要面临募资退 出压力,能够真正实现"投早投小投长投硬"。中国的BAT、华为、小米等企业已通过CVC布局上下游产 业链,形成战略协同生态。 从外部环境看,中美经济实力对比的变化正引发国际竞争格局重构。目前中国GDP已达到美国的2/3左 右,成为历史上第三个超过美国GDP60%的国家。 田轩表示,当前美国对中国在科技领域的全方位围堵,凸显了核心技术自主 ...
古人登山:桐城姚鼐如何雪中登泰山
Jing Ji Guan Cha Bao· 2025-11-26 07:19
清 《十二月令图轴》九月中的赏菊 当然,登高也未必要在九月初九,以登高为日常的娱乐方式,在魏晋南北朝时也逐渐兴起。《文心雕 龙》有言:"宋初文咏,体有因革。庄老告退,而山水方滋",说的就是呈现山水之美的山水诗在晋末宋 初的形成,随着古人精神意识的发展,他们能以审美的视角去欣赏山水、于山水中作乐,谢灵运、谢朓 即为寄情山水者的榜样。 清 徐扬《姑苏繁华图》中山上娱乐的人们 (原标题:古人登山:桐城姚鼐如何雪中登泰山) 文博时空 作者 尹博 谈及登高,似乎总是能让人回味起摩诘居士的诗句:"遥知兄弟登高处,遍插茱萸 少一人。"王维客居异土,怀乡思人,想到家乡的兄弟哪怕相隔遥远,大概也会在九月初九的重阳节登 高望远,为自己留一枝茱萸吧。 区别于对山的崇拜祭祀和登山封禅,重阳登高确实是最具代表性的可能也是最早的休闲性登山习俗,在 汉高祖时即有对重阳登高习俗的记载,而当时人们认为,九月初九天气下降而地气上升,为避免处在天 地之气交汇处从而沾染邪气,要登高山、插茱萸、饮菊酒以防病消灾。 清 《十二月令图轴》九月中的登高 登高望远,游目骋怀,为纵情山水的最好方式。在众多山川中,泰山在古人心中具有十分独特的地位, 杜甫有诗云: ...