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经观头条|长护险来了!
Jing Ji Guan Cha Bao· 2025-09-27 02:49
Core Insights - The long-term care insurance (LTCI) system in China is transitioning from local trials to a nationwide implementation, aiming to provide essential support for families dealing with long-term disabilities [3][4][10] - The LTCI is designed to alleviate the financial and emotional burdens on families caring for disabled individuals, with a focus on home care services [2][8][20] Policy Development - The LTCI system has been piloted for nine years and is now set for national rollout, with various regions like Guizhou and Tianjin actively developing implementation plans [4][5][7] - The National Medical Insurance Administration has issued a service project directory, clarifying the payment scope and enhancing the system's design [4][10] Financial Structure - The LTCI funding mechanism involves contributions from individuals, employers, and government subsidies, with a proposed low contribution rate of around 0.3% [13][15][18] - Current pilot cities have varying funding standards, with personal contributions typically between 100 to 200 yuan annually, and the government providing significant subsidies [16][19] Coverage and Benefits - The LTCI aims to cover a broad demographic, starting with urban employees and gradually including rural residents and retirees [17][18] - Benefits for eligible individuals include monthly subsidies ranging from 800 to 1700 yuan, depending on the level of care required [20][21] Service Expansion - The LTCI will expand to include home care services, allowing families to choose from a range of professional care options [20][21] - The system is expected to evolve to include smart care services and assistive devices in the future [21]
舞剧《永乐未央》十一假期上演
Jing Ji Guan Cha Bao· 2025-09-27 02:05
Group 1 - The core theme of the performance "Eternal Joy" is centered around the historical significance of Yongle Palace and its relocation in the 1960s, highlighting the continuity of cultural heritage over time [1] - The narrative spans over 700 years, connecting four aesthetic dimensions: ancient architecture, murals, glazed tiles, and cultural inheritance [1] - The performance integrates modern visual elements with traditional aesthetics, transforming cultural relics into a poetic physical expression, emphasizing the theme of cultural transmission [1] Group 2 - The performance will take place at the Beijing Poly Theatre from October 3 to October 5, starting at 19:30 [2] - Ticket prices for the event start at ¥280 [2]
“国产英伟达”IPO过会仅用88天 估值达310亿元
Jing Ji Guan Cha Bao· 2025-09-27 02:05
Core Viewpoint - The successful IPO application of Moer Technology, known as "the domestic Nvidia," highlights the growing importance of AI and GPU technology in China's digital economy and the government's supportive policies for innovation in this sector [1][2]. Company Overview - Moer Technology was established in 2020 and focuses on the research, design, and sales of full-function GPUs and related products, aiming to provide computing acceleration platforms for high-performance computing fields such as AI and digital twins [4]. - The company has launched four generations of GPU architecture chips from 2021 to 2024, with products that have achieved performance metrics close to or at international advanced levels [4][5]. Market Context - The global GPU market is projected to reach 3.6 trillion yuan by 2029, with China's GPU market expected to grow from 1.36 trillion yuan in 2024 to 37.8% of the global market share [2]. - The AI chip market in China is anticipated to grow at a compound annual growth rate of over 50%, with GPUs being one of the fastest-growing segments [2]. Financial Performance - In the first half of 2025, Moer Technology achieved a revenue of 702 million yuan, surpassing the total revenue from 2022 to 2024, which was approximately 608 million yuan [7]. - The company has attracted significant investment, with over 10 well-known investment institutions participating, raising more than 10 billion yuan [7]. IPO Details - Moer Technology's IPO application was approved in just 88 days, reflecting the supportive regulatory environment for tech companies [1]. - The company plans to raise 8 billion yuan through its IPO to fund projects related to next-generation AI training and inference chips, graphics chips, and smart SoC chips [9]. Ownership Structure - Moer Technology does not have a single shareholder owning more than 30% of the company, with the founder holding 11.06% directly and controlling 36.36% of the shares through agreements [8].
尹艳林:金融要实现创新,唯有改革
Jing Ji Guan Cha Bao· 2025-09-26 13:42
Core Insights - The integration of technology and finance is an irreversible trend, with new technologies like AI, big data, and blockchain reshaping the financial industry and creating new business models [1][2] Group 1: Technology Integration - The new technological revolution characterized by intelligence, greenness, and digitization is significantly impacting the global economy and pushing the financial industry into a new era [1] - AI is accelerating its integration into financial processes, enhancing areas such as investment research, risk control, compliance checks, and customer service [1] - The penetration rate of smart investment advisory services has exceeded 60%, with the global managed scale expected to reach $1.8 trillion by 2024 [1] Group 2: Recommendations for Financial Modernization - Encouraging innovation is essential, with a focus on market-oriented and legal frameworks to promote financial innovation and collaboration between financial institutions and technology companies [2] - Reform is necessary to enhance the capabilities of financial institutions, particularly state-owned banks, and to shift regulatory approaches towards business logic rather than institutional types [3] - Expanding openness in the financial sector can improve resource allocation efficiency and enhance international competitiveness [3] Group 3: Financial Ecosystem Integration - The financial sector must maintain its focus on serving the real economy while promoting cross-sector integration among various financial services and industries [4] - Strengthening the integration of finance with technology, e-commerce, and logistics can create more comprehensive financial service scenarios [4] Group 4: Risk Management - Risk prevention remains a core theme in financial work, with a focus on data security and privacy protection as new business models emerge [4] - Establishing a regulatory framework that adapts to new business models and enhances regulatory capabilities is crucial for balancing innovation and risk prevention [4]
携带地贫基因被解聘,体检“国标”该修了
Jing Ji Guan Cha Bao· 2025-09-26 11:13
Core Viewpoint - The article discusses the employment discrimination faced by individuals with thalassemia trait in Xiamen, highlighting the need for updated health standards in teacher recruitment and the implications of such discrimination on equal employment rights [1][2][3] Group 1: Employment Discrimination - A female kindergarten teacher in Xiamen was dismissed for allegedly concealing her thalassemia trait, despite being a symptomless carrier [1] - Multiple job seekers in Xiamen have been rejected for teaching positions due to carrying the thalassemia gene, raising questions about the fairness of such practices [1][2] - The current health standards for teacher recruitment in Fujian do not explicitly classify thalassemia carriers as unfit, yet the local implementation appears overly strict compared to neighboring provinces [1][2] Group 2: Health Standards and Legal Framework - The existing health standards for civil service recruitment in China, which classify blood system diseases as unfit, have not been updated in nearly a decade, despite advancements in medical understanding [2] - Approximately 8% of the population in China carries the thalassemia gene, with higher rates in southern provinces, yet many symptomless carriers are still deemed unfit for employment under outdated standards [2] - The article calls for a revision of the civil service health standards to reflect modern medical insights and to prevent employment discrimination against asymptomatic carriers [2] Group 3: Societal Implications - The article emphasizes the importance of work in providing individuals with a sense of value and dignity, which should not be undermined by outdated health standards [3] - There is a growing expectation for equal employment opportunities to be accessible to all individuals, regardless of their health status, as part of fundamental labor rights [3]
长安福特构筑“绿色长城”,企业治沙能否成范式
Jing Ji Guan Cha Bao· 2025-09-26 11:13
Core Viewpoint - Changan Ford's initiative in desertification control represents a new model of corporate social responsibility, integrating ecological public welfare with user engagement [1][2] Group 1: Corporate Initiative - Changan Ford participated in a tree-planting initiative in the Taklamakan Desert, involving both the company and its vehicle owners, marking a shift from traditional government-led efforts to a more collaborative approach [1] - The company has donated over 10,000 seedlings to desert areas and engaged approximately 68,000 vehicle owners in various ecological projects since the launch of the "Futian Chang Action" in 2021 [1] Group 2: Industry Context - Desertification is a global challenge affecting nearly 2 billion people across 167 countries, with approximately 12 million hectares of arable land lost annually [1] - China's experience in combating desertification, particularly the 46-year-long project in the Taklamakan Desert, has been recognized internationally and serves as a model for similar efforts in other regions, such as the Sahel in Africa [1] - The integration of corporate social responsibility with user communities may enhance public engagement in environmental governance and potentially yield indirect benefits for brands and markets [2]
AI战事 京东务实
Jing Ji Guan Cha Bao· 2025-09-26 10:53
Core Insights - JD.com is constructing a practical and closed-loop AI system, focusing on transforming its underlying logic centered around the supply chain rather than merely launching AI products [1][3] - The company aims to lead in the takeaway business by 2025, emphasizing a highly responsive supply chain supported by AI technologies [1][2] AI Strategy and Investment - At the JDD2025 conference, JD.com announced its AI panoramic strategy, committing to continuous investment over the next three years to create a trillion-scale AI ecosystem [2] - CEO Xu Ran introduced a new AI value formula: AI value = Model × Experience × Industry Depth, highlighting the importance of practical application and long-term value [2][10] Internal Deployment and Applications - Over 1,000 business scenarios have integrated large model systems, focusing on efficiency and conversion rates rather than the choice of model [2][4] - JD.com is developing AI applications that enhance user experience, such as the "He She It" app for daily tasks and the "JoyInside" platform for hardware integration [5][6] Consumer-Focused AI Innovations - JD.com is creating practical AI products for high-frequency scenarios like shopping and life services, with the "Xiangxi" app serving as a smart assistant [4][5] - The "AI Friends" feature aims to foster ongoing interactions between users and AI, emphasizing companionship rather than replacement [5] B2B AI Integration - JD.com is embedding AI into its core business operations, using real scenarios to validate technology value before offering it to other industries [7][9] - The launch of the "Oxygen" AI technology architecture aims to empower consumers, supply chains, and developers, enhancing the shopping experience [7][8] Logistics and Supply Chain Enhancements - JD.com has deployed over 500 warehouses with its self-developed "Wolf Pack" intelligent devices, improving operational efficiency by 15%-20% [8] - The upgraded "Logistics Brain 2.0" system expands AI capabilities in logistics, enhancing decision-making and collaboration between robots and employees [8] Healthcare and Industrial Applications - JD.com has introduced "Jingyi Qianxun 2.0," a medical model capable of understanding medical language and integrating various data types for comprehensive assessments [9] - The "JoyIndustrial" model provides services to over 10,000 enterprises, potentially optimizing costs across the supply chain by up to 6.77 trillion yuan [9][10] Conclusion - JD.com is not merely creating standalone AI products but is integrating AI into existing service systems, enhancing efficiency and trustworthiness across various applications [6][10]
冲破AI算力瓶颈,华为开辟出一条“新中式”路径
Jing Ji Guan Cha Bao· 2025-09-26 10:09
Group 1: Industry Overview - The global AI industry is undergoing a significant restructuring focused on ecosystem integration, highlighted by major investments and partnerships such as NVIDIA's $5 billion stake in Intel and OpenAI's $300 billion computing order with Oracle [2] - The transactions illustrate a clear layout of the US AI industry chain, emphasizing a closed-loop construction of "chip-computing model-application" through vertical integration [2] Group 2: Huawei's Strategic Positioning - Huawei's recent announcements at the 2025 Global Connectivity Conference are seen as a high-profile return after years of uncertainty due to sanctions, showcasing its advanced AI computing capabilities with new Ascend chips and supernodes [4] - Huawei has developed a non-linear competitive path to world-class AI computing by leveraging its strengths in system engineering and connectivity technology, shifting focus from single-chip performance to overall system performance [5] Group 3: Importance of Computing Power - Computing power is now recognized as a critical strategic resource for national economic futures, serving as the core infrastructure and "engine" of the AI era, essential for digital economic growth and the transformation of traditional industries [6] - The demand for intelligent computing is growing exponentially, outpacing general computing, and is becoming a key indicator of a country's digital economic development [6] Group 4: Challenges and Innovations - Huawei faces significant structural challenges in achieving AI leadership, particularly due to sanctions limiting access to advanced semiconductor processes, resulting in a performance gap compared to NVIDIA [6][7] - In response to these challenges, Huawei has proposed a new architecture focused on system engineering capabilities, emphasizing the importance of data communication efficiency among multiple processors rather than just single-chip performance [8] Group 5: Hardware Developments - Huawei has introduced specific hardware products like the Atlas 950 SuperPoD and Atlas 960 SuperPoD, capable of supporting thousands of Ascend cards, designed to function as a cohesive computing unit [9] - These supernodes can be combined into larger clusters, with the Atlas 950 SuperCluster exceeding 500,000 cards and the Atlas 960 SuperCluster reaching over one million cards, creating a highly integrated and low-latency computing environment [11] Group 6: Ecosystem Development - The success of Huawei's hardware relies on building a robust software ecosystem, with a clear business model that encourages open-source development to lower barriers for developers and partners [12] - Huawei aims to foster a self-sustaining AI ecosystem by addressing the inertia of developers accustomed to existing platforms, calling for collective efforts within the industry to overcome early migration challenges [13] Group 7: Strategic Implications - The focus of Huawei's strategy has shifted from general digital transformation to reconstructing and leading AI computing infrastructure, marking a fundamental change in strategic priorities [15] - If successful, Huawei's strategy could lead to a bifurcation in the global AI infrastructure market, challenging the dominance of NVIDIA and creating a new competitive landscape centered around Huawei and its Ascend ecosystem [16]
康宝莱中国:模式争议与信任危机双重夹击
Jing Ji Guan Cha Bao· 2025-09-26 09:48
(原标题:康宝莱中国:模式争议与信任危机双重夹击) 日前,知名健康公司康宝莱在中国深陷多重争议,虚假宣传、退款难题、数据违规、产品安全等问题引 发关注。 在黑猫投诉平台上,康宝莱的投诉不断。例如2025年9月4日,有消费者直指康宝莱虚假招聘,诱导购买 产品后拒绝退款,甚至斥其为"传销公司"。8月26日,有消费者投诉在营养师操作下于康宝莱小程序购 买奶昔和海外购产品,食用三天后出现全身不适,包括游走性疼痛、腹胀、头痛和失眠等症状。8月18 日,有用户投诉衡水康宝莱线下店以加盟为名诱导银行卡套现并购买了产品,使用产品无效后还被催促 贷款购买更多产品。8月14日有消费投诉,康宝莱声称有专业的营养师专门为通风客户搭配套餐,但使 用产品后引发了通风。 除了消费者投诉,康宝莱在数据安全方面也亮起红灯。2025年8月,上海市通信管理局通报康宝莱三款 App,分别是"康宝莱官方商城"、"莱NC新享版"和"莱体管赛"因"未明示个人信息处理规则"违规,被要 求整改,这暴露出其在数据治理上的漏洞,触及《个人信息保护法》底线。 产品安全同样不容乐观。2025年7月,康宝莱在美国全国范围召回5888瓶"放松茶/舒活饮",原因是供应 商 ...
亮马河畔光影之旅:西班牙艺术大师作品展
Jing Ji Guan Cha Bao· 2025-09-26 06:33
北京市朝阳区亮马河国际风情水岸 (原标题:亮马河畔光影之旅:西班牙艺术大师作品展) 华金·索罗亚:西班牙大师的光影漫步 2025.9.26-11.30 无需预约报名,免费观展。 展览介绍:本次展览囊括了这位瓦伦西亚画家的47幅代表作,所有作品均按原尺寸复刻,同时忠实还原 了原作的质感与光影效果。北京观众将在河畔的优越环境中,获得与观赏原作最为接近的艺术体验。 ...