Jing Ji Guan Cha Bao
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香港房地产市场稳步复苏 股市表现与楼市形成共振
Jing Ji Guan Cha Bao· 2025-10-08 09:15
(原标题:香港房地产市场稳步复苏 股市表现与楼市形成共振) 10月8日,在戴德梁行发表的香港房地产市场2025 第三季回顾及展望中,住宅市场交投势头延续,每月 成交量维持超过五千宗,至第三季住宅买卖合约总数达约 16,700 宗,同比大升 63%。 随着资金环境逐步宽松,加上住宅租金回报持续上扬,买家入市意欲提升,支持住宅成交自今年三月份 起一直维持在每月5,000宗以上。 香港通过"高端人才通行证计划"和"优秀人才入境计划"吸引顶尖人才,2024/25学年起公立大学非本地 生比例从20%提升至40%,长期支撑租售市场需求。 经济层面,2025年4月以来恒生指数累计上涨31%,上半年港股IPO集资额达1,070亿港元(同比增 22%),股市表现与楼市形成共振。 香港楼市反转的核心经验显示,人才政策+资金流入+股市联动是关键。申万宏源指出,上海等内地核 心城市正逐步具备类似条件,如"好房子"政策、城市更新、资本配置转向等,可能加速筑底改善。 华创证券强调,内地楼市止跌需依赖经济持续性,而非单纯供需调整,香港通过利率调整与HIBOR联 动稳定市场,这一路径对内地调控政策制定有一定启示。 香港自2024年起全面撤销 ...
从北京到沈阳900公里,电车、夜市与人间烟火
Jing Ji Guan Cha Bao· 2025-10-08 08:30
Core Insights - The trip to Northeast China highlights the practicality and comfort of the Li Auto i8, showcasing its intelligent driving features and charging capabilities [1][6][7] - The experience emphasizes that electric vehicle travel is not just about speed but about a relaxed and enjoyable journey, enhancing family interactions during travel [8] Group 1: Driving Experience - The Li Auto i8 provides a smooth driving experience, with features like automatic suspension adjustment and energy optimization at high speeds [1] - The vehicle's NOA (Navigation on Autopilot) system is particularly useful on wide highways, allowing drivers to relax and focus on the journey [2][3] - The intelligent voice system of the Li Auto i8 is responsive and efficient, enhancing the overall driving experience [6] Group 2: Charging Infrastructure - The charging stations utilized during the trip are efficient, with the ability to recharge significant mileage in a short time, such as 561 kilometers in 20 minutes [2] - The availability of charging stations from various brands indicates a growing acceptance of electric vehicles among consumers [5] Group 3: Cultural Experience - The trip included visits to historical sites like the Shenyang Palace and the Dashaifu, reflecting the rich cultural heritage of the region [3][4] - Local food experiences, such as the night market and traditional dishes, provide insight into the regional lifestyle and economy [4][6] Group 4: Overall Travel Philosophy - The journey illustrates that electric vehicle travel can be integrated seamlessly into daily life, with charging and rest periods enhancing the travel experience [6][8] - The focus on a balanced travel pace rather than speed aligns with the broader philosophy of enjoying the journey and creating memorable family moments [7][8]
银发旅行热:消费升级、适老化与新蓝海
Jing Ji Guan Cha Bao· 2025-10-08 06:08
Core Insights - The silver-haired population in China is increasingly engaging in travel, with a significant rise in travel orders for this demographic, particularly among those aged 61-65, which saw a 58% year-on-year increase [1][2] - The shift in travel preferences indicates that older travelers are no longer seeking budget options but are willing to pay more for quality experiences [2][4] - The aging population is projected to reach 22% by 2024 and over 32% by 2035, highlighting the growing importance of the silver economy in the travel sector [4] Travel Trends - The motivations for travel among the elderly include social interaction, self-fulfillment, and health and wellness, with a preference for slow-paced, immersive experiences rather than rushed sightseeing [3][4] - There is a notable trend towards diverse destination choices, including cultural and historical sites, alongside natural attractions [3][4] Market Opportunities - The travel industry is responding to the needs of the silver-haired demographic by developing tailored products and services, such as comfortable itineraries and specialized travel guides [8][9] - Companies like Ctrip and Zhongxin Tourism are innovating with offerings like "parent travel guardians" and high-end cultural products to cater to the desires of older travelers [9] Service Enhancements - There is a growing expectation for travel services to provide emotional support and companionship, alongside practical assistance with technology and travel logistics [6][7] - The design of travel products for seniors should focus on personalized experiences rather than standardized packages, ensuring a consistent service quality throughout the journey [7][9] Future Outlook - The silver economy is anticipated to thrive, with projections indicating that by 2050, a significant portion of the population will be over 60, making this demographic a mainstream market [9]
苏州开通长三角地区首条跨江跨省快递无人机航线
Jing Ji Guan Cha Bao· 2025-10-08 05:40
据"苏州市邮政管理局"消息,日前,由京东运营的苏州太仓港区至上海崇明无人机跨江物流航线启动, 这是国内首批规模化应用的跨江无人机航线,也是物流无人机首次飞跃长江口。 (原标题:苏州开通长三角地区首条跨江跨省快递无人机航线) 另悉,今年5月,该项目启动测试飞行,太仓市交通运输局、邮政管理局全程跟进指导,会同相关部门 为测试飞行、航线规划等环节提供支持保障,助力项目于6月底成功完成首次跨江试飞。 据悉,该项目选址位于郑和公园,航线全程13公里,相比陆路运输减少行程130公里,物流时效从近3小 时大幅压缩至15分钟,实现了跨区域物流的"降本增效"。 ...
农业农村部发布黄淮海小麦应对连阴雨抗湿晚播技术意见
Jing Ji Guan Cha Bao· 2025-10-08 03:40
(一)抢晴收获,尽早腾茬。对土壤湿度偏大、机械能够进田的地块,调集履带式等收割机,或者对现 有收割机进行适当改装,抢晴抢时收获,确保成熟一块收获一块。对一般积水地块,尽快疏通沟渠排 水,开挖深沟沥水。对田间积水严重、短时无法排水或局部倒伏地块,组织动员人工收获。收获后及时 通风晾晒,有条件的地方进行烘干作业,降低籽粒含水量,防止发芽霉变。 (二)抢排散墒,精细整地。前茬收获后,立即排除积水,加快土壤散墒。根据土壤墒情开展秸秆还 田,土壤过湿时不宜开展还田作业,防止秸秆覆盖地表,影响土壤散墒。对机收地块,降低留茬高度, 保证秸秆粉碎质量,并均匀抛于田面,及时翻压入土,适当耙耱压实。对人工收获地块,及时清理田间 秸秆,为散墒整地创造条件,待小麦播种后,再组织人工粉碎还田。 (原标题:农业农村部发布黄淮海小麦应对连阴雨抗湿晚播技术意见) 经济观察网 据农业农村部网站,9月以来,黄淮海地区出现多次降雨过程,河南山东大部、江苏安徽北 部、陕西山西南部部分土壤水分饱和,局地农田出现积水。气象部门预计,10月上中旬黄淮海部分地区 华西秋雨持续,降雨比常年同期偏多。受连阴雨影响,黄淮海夏玉米收获推迟、茬口衔接偏紧,局地土 壤 ...
第十一批国采节后开标,将遵循”反内卷”原则
Jing Ji Guan Cha Bao· 2025-10-08 02:49
本次集采方案制定和修改过程中,充分遵循了"稳临床、保质量、防围标、反内卷"的原则。其中一大亮 点在于优化价差控制"锚点":为保证公平,本次集采继续对中选价差作一定控制。同时,为防范个别企 业报出异常低价"熔断"其他正常报价的企业,导致整个品种的中选价过低,本次集采优化了价差控 制"锚点"的选择,不再简单选用最低报价。 在此前的集采实践中,过度追求低价中标曾引发医药企业对行业内卷的担忧。第11批国家集采在规则设 计上不再唯低价,而是设立了理性价格区间,给予企业在合理范围内竞争的空间。据业内人士分析,锚 点价格相当于一个参考分数线。其计算方式,据第十一批国家集采文件,锚点价格是同品种有效申报入 围企业"单位可比价"平均值的50%、最低"单位可比价"二者取高值。 经济观察网 国庆中秋长假即将结束,据国家医保局此前发布的采购文件, 第十一批药品集采将于10月 21日在上海开标。 根据文件中披露的采购品种范围,本轮集采覆盖55个品种、162个品规,涉及抗流感药物、肾病治疗创 新药等重点领域,剂型涵盖口服常释剂型、吸入剂、外用贴剂等。 (原标题:第十一批国采节后开标,将遵循"反内卷"原则) ...
父母给孩子讲题,为什么容易急眼?
Jing Ji Guan Cha Bao· 2025-10-08 02:49
(原标题:父母给孩子讲题,为什么容易急眼?) 经常辅导孩子学习的家长会发现,自己在讲题时特别容易急眼。 哪怕平时脾气再好的人,讲着讲着,就搂不住火了。 等冲孩子发完脾气,又会陷入自责和内疚,责怪自己没控制好情绪。 还有人会对孩子、对自己感到失望,那种强烈的挫败感,真的很让人无力。 成年人在看孩子的学习内容时,自带大量的基本常识和成熟的逻辑框架,但这些都是孩子还不具备的。 家长着急,"这么简单的问题怎么都搞不明白?!"可对孩子来说,可能大人以为的常识,全部都是他的 新知。 他没有能力按照大人的逻辑去思考,而是需要通过关联自己当前有限的经验,来学习和理解新知识。 这就是典型的"知识的诅咒"。 一个人在掌握某种知识后,就很难想象自己或别人在没有这个知识时候的状态,容易高估别人的理解的 能力,带来误解和冲突,算是一种常见的认知偏差。 就好像已经大学毕业,甚至拥有硕博学位的家长,也不会记得自己上小学时的认知水平,更无法理解孩 子此刻的蒙圈。 另外,白天上班已经很累了,晚上回到家不仅不能休息,还要辅导孩子写作业,身心俱疲之下,父母也 很容易没有耐心。 一些容易焦虑的家长,很可能还会从孩子"一道题不会",马上就关联到"成绩 ...
国际金价触及4000美元/盎司
Jing Ji Guan Cha Bao· 2025-10-08 02:49
Core Viewpoint - International gold prices reached a historic high of $4000.1 per ounce on October 7, driven by factors such as the ongoing U.S. government shutdown crisis, increased expectations for multiple interest rate cuts by the Federal Reserve, and persistent geopolitical conflicts globally [1] Group 1 - On October 7, during the Asian trading session, gold prices touched $4000 per ounce for the first time in history [1] - As of 8:33 AM Beijing time on October 7, December gold futures on the New York Commodity Exchange were reported at $3999.9 per ounce, reflecting a 0.59% increase [1] - The rise in gold prices is attributed to investors increasing their holdings in gold as a safe-haven asset amid economic uncertainties [1]
十月行记|在白沟,这里有北方商埠的流量密码
Jing Ji Guan Cha Bao· 2025-10-08 02:23
Core Insights - The article highlights the transformation of Baigou into a global hub for luggage production and e-commerce, showcasing its historical significance and modern commercial evolution [1][2][5][19]. Group 1: Historical Context - Baigou has a rich commercial history, originally serving as a vital water and land port, facilitating trade since the Song and Liao dynasties [2]. - The town's commercial legacy continues to thrive, with local residents sharing stories of market changes and adaptations over generations [4][3]. Group 2: Economic Impact - Baigou's annual luggage production value reaches nearly 50 billion yuan, with products exported to 199 countries and regions, and an average of 1.2 million express deliveries daily [1][6]. - The town hosts over 40,000 e-commerce entities and employs nearly 80,000 people, forming a complete luggage industry chain [6]. Group 3: E-commerce Development - The rise of e-commerce has significantly impacted Baigou, with traditional markets adapting to online sales, including live streaming and micro-businesses [8][9]. - Baigou's e-commerce ecosystem has developed a complete closed loop, including various industry associations and specialized e-commerce parks [9][12]. Group 4: Supply Chain and Production - The success of Baigou's luggage industry is attributed to its flexible supply chain and quick market responsiveness, allowing rapid design-to-production cycles [7][14]. - Local businesses have shifted to a model of small-batch production, enabling quick adjustments based on market feedback [14]. Group 5: Future Prospects - Baigou is evolving into a comprehensive consumption experience center, integrating shopping, cultural tourism, and business services [15][16]. - The town is enhancing its digital infrastructure, with plans for a new rapid transit line to improve connectivity with the Beijing-Tianjin-Hebei region [21][20]. - The local government supports e-commerce development through funding and training initiatives, fostering a conducive environment for traditional merchants to transition to digital platforms [12].
圣邦微电子递表港交所 募资研发车规模拟芯片
Jing Ji Guan Cha Bao· 2025-10-08 02:09
(原标题:圣邦微电子递表港交所 募资研发车规模拟芯片) 公司本次港股募资拟用于高压大电流、车规级及超低功耗模拟芯片研发,扩大系统实验室与可靠性测试 平台,升级供应链数字化系统并拓展海外市场。 据招股书,圣邦微电子专注信号链与电源管理双支柱产品,已形成约6,600款模拟IC及传感器矩阵,覆 盖放大器、数据转换器、DC/DC、LDO、电池管理、温度/磁传感器等36个品类,可为工业、能源、汽 车、网络计算、消费电子等全场景提供系统级解决方案。报告期内,公司保持高频创新节奏,累计推出 约2,800款新品,首创60nA超低静态电流同步降压转换器、1.6nV/√Hz超低噪声运放、SNR 99dB 18位 SAR ADC等多项国内第一,奠定高性能模拟标杆。 在业绩方面,2022-2024财年及2025年上半年,圣邦微电子收入分别为31.88亿元、26.16亿元、33.47亿 元、18.19亿元;经调整净利润(非国际财务报告准则)分别为9.63亿元、3.89亿元、5.76亿元、2.45亿 元,毛利率保持45%以上,盈利稳健。 经济观察网 近日,领先的综合模拟集成电路企业——圣邦微电子(北京)股份有限公司正式向香港联 交所递交 ...