Cai Jing Wang
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Burberry集团2026上半财年营收10.32亿英镑,第二季度可比门店销售增长2%
Cai Jing Wang· 2025-11-14 04:06
可比门店销售额于第二季度同比增长2%,扭转了第一季度同比下降1%的趋势。 Burberry集团首席执行官Joshua Schulman表示,"Burberry Forward"战略实施一年来,品牌以"永恒英伦 奢华"为核心的表达持续深化、产品供给优化,推动消费者回归,实现两年来首次同店销售增长。 据Burberry(博柏利)集团截至9月27日的2026上半财年关键财务数据显示,总营收同比下降5%至10.32亿 英镑,按固定汇率计算同比下降3%;调整后营业利润为1900万英镑。 (Burberry集团财报) 上半财年,EMEIA地区营收同比增长1%,本地消费抵消旅游消费下滑;受新客驱动,美洲增长3%;由 于本地消费抵消出境客流减少,大中华区下滑1%,但第二季度增长3%;亚太区下滑2%。 战略层面,集团强化"永恒英伦奢华"品牌调性,加速英伦叙事传播,提升品牌吸引力;2025秋冬系列市 场反响积极,外套、围巾品类势头延伸至其他品类,2026春夏系列获核心批发合作伙伴追加需求;优化 门店体验,升级产品陈列、跨品类商品销售及客户服务工具,已开设超100个围巾专区,计划年末前达 200个;新旧顾客回流,客户增长逐季改善; ...
中建国际9.6亿斩获广州两宗安置房地块
Cai Jing Wang· 2025-11-14 03:41
周边现有1所小学,2处中学,还规划1处24班小学。 11月14日,中建国际以95880.79万元竞得广州白云区江高镇广州轨道交通装备产业园2宗相邻安置房用 地。 其中,白云区江高镇广州轨道交通装备产业园AB0101011地块总价40075.16万元,溢价率37.8%,楼面 价6438元/㎡。白云区江高镇广州轨道交通装备产业园AB0101013地块总价55805.63万元,溢价率 28.9%,折合楼面价5941元/㎡。 据悉,两宗地块位置相邻,西侧黄金围大道已建成,距离广佛西环神山站分别为约400和约500米。周边 现有1所小学,2处中学,还规划1处24班小学。 此外,地块竞得人需在签订《国有建设用地使用权出让合同》之日起1个月内,与广州民科园城市更新 投资有限公司签订项目回购合同。AB0101011地块回购总价为88930.92万元,回购单价14287元/㎡, AB0101013地块回购总价为129410.32万元,回购单价13777元/㎡。 ...
精鼎医药:赋能中国药企出海,以全球视野与AI驱动引领临床研发新周期
Cai Jing Wang· 2025-11-14 03:40
在全球生物医药产业格局深刻重塑的当下,中国创新药企的集体"出海",已成为一股不可忽视的浪潮。 在这股浪潮背后,提供临床试验支持与服务(CRO)的国际巨头,正从曾经的"幕后支持者"转变为关键 的"全球化推手"。 "我们一方面帮助亚太的药企'走出去',开展国际水准的中国和全球多中心临床试验;另一方面也协助 全球的药企'走进来',在亚太地区落地全球性或本地临床项目。"精鼎医药高级副总裁、亚太区企业战 略负责人兼大中华区负责人郑唯玲(Vera)表示。 依托全球网络,经验与前沿科学和洞察,精鼎医药正试图在中国医药创新从"跟跑"到"并跑"乃至部 分"领跑"的进程中,捕捉新的增长极。 赋能"出海"必修课:全球化视野与本土化洞察 精鼎医药的全球版图中,亚太地区正扮演着日益核心的角色。"我们全球现有24000位专家员工,其中亚 太地区就有近9000位。"郑唯玲介绍称,这意味着,公司超过三分之一的全球人力资本部署于此,其战 略权重不言而喻。 在郑唯玲看来,亚太区的定位是双重的:一方面,它是服务本土蓬勃发展的生物科技(Biotech)公 司、助其走向全球的端口;另一方面,它也是承接跨国药企在亚太进行全球多中心临床试验的枢纽。 此外 ...
倪鹏飞:智能化时代将形成多极化、全域化和科技化的全球金融体系
Cai Jing Wang· 2025-11-14 03:13
Core Viewpoint - The forum emphasizes the development of financial hubs as areas that aggregate financial entities and play a pivotal role in capital flow, asset allocation, investment decision-making, and risk management [1][6]. Group 1: Financial Hub Development - Financial hubs are characterized as "financial platform + financial individuals" in the intelligent era, leading to a multi-polar, globalized, and technology-driven financial system [3][7]. - The evolution of financial hubs has transitioned from agricultural and industrial eras to a focus on technology in the intelligent era, where technology centers may become financial centers [6][9]. Group 2: Strategies for Hangzhou - To establish Hangzhou as a "financial platform + financial talent" hub, four strategies are proposed: 1. Focus on strengths by leveraging advantages in digital, platform, and private sectors to explore leading financial tools and products [4][10]. 2. Collaborate with existing trading venues in nearby cities like Shanghai and Shenzhen to compensate for trading center shortcomings [4][10]. 3. Build financial technology infrastructure to attract major financial resources and innovate financial systems [4][10]. 4. Create a conducive environment for financial development by fostering a stable, trustworthy business climate and a culture that embraces failure [4][10]. Group 3: Economic and Financial Interdependence - The relationship between economic and financial development is highlighted, indicating that as economies develop, financial systems also advance, and vice versa [5][11]. - The intelligent era is marked by both aggregation and dispersion in financial activities, necessitating a balanced approach to financial center spatial layout by the government [5][12].
安德玛与库里达成Curry品牌战略拆分协议,Curry将品牌独立运营
Cai Jing Wang· 2025-11-14 03:07
Core Insights - Under Armour announces the independent operation of the Curry brand, ending a decade-long partnership that redefined functional products and athlete-led narratives [1] - The company will focus on developing new basketball products while continuing to support athletes and basketball programs at all levels [1] Summary by Sections - **Strategic Split**: The Curry brand will operate independently from Under Armour, allowing both entities to leverage their strengths [1] - **Product Launch Plans**: Under Armour plans to release the final signature shoe, Curry 13, in February 2026, along with additional colorways and related apparel before October 2026 [1] - **Leadership Statement**: Under Armour's CEO Kevin Plank emphasizes that this decision is beneficial for both parties, enabling Under Armour to enhance its innovation for athletes while allowing the Curry brand to pursue its own direction [1]
辽宁:力争2025—2026年冰雪季实现全省接待游客人次同比增长15%
Cai Jing Wang· 2025-11-14 03:07
旅游综合收入同比增长13% 日前,辽宁省文化和旅游厅印发《2025—2026年冰雪季辽宁省文体旅高质量融合发展若干举措》。其中 提到,以大众冰雪为核心,充分挖掘辽宁冰雪文化内涵,深度整合全域优质冰雪资源,构建"冰雪 +""+冰雪"等玩冰嬉雪多元业态和场景体系,培育独具辽宁特色的冰雪生活方式,持续扩大冰雪消费能 级。力争2025—2026年冰雪季实现全省接待游客人次同比增长15%,旅游综合收入同比增长13%,推动 冰雪经济成为辽宁振兴发展新引擎。 ...
博雷顿无人驾驶专用矿卡将全球首发,发布会亮点抢先看
Cai Jing Wang· 2025-11-14 02:13
Core Viewpoint - The upcoming launch event for Boreton's unmanned electric mining truck on November 21 marks a significant transition from "demonstrative intelligent driving" to "true unmanned driving," showcasing China's strength in automation, intelligence, and green transformation in the mining industry [1] Group 1: Practicality and Design - The new mining truck is designed specifically for unmanned driving from the ground up, featuring a structure, control systems, and algorithms tailored for intelligent driving, rather than being a modified version of an existing vehicle [2] - The absence of a driver's cabin reflects Boreton's comprehensive understanding of "unmanned" technology, enhancing the vehicle's perception capabilities, performance, and safety [2] Group 2: Efficiency Revolution - Boreton's new vehicle represents a shift in unmanned driving from being seen as an auxiliary or experimental technology to becoming a genuine efficiency revolution [3] - The self-developed E2E intelligent driving system enables the vehicle to achieve production efficiency comparable to or exceeding that of human-operated vehicles, marking a transition from concept to commercially viable technology in mining automation [3] Group 3: Intelligent Mining System - The E2E intelligent driving system allows for intelligent coordination throughout the entire process of loading, transporting, and unloading, enabling efficient operation in complex environments [4] - The design prioritizes safety, incorporating features such as a high-strength integrated chassis, dual-redundancy braking systems, and intelligent obstacle avoidance algorithms [4] Group 4: Green Mining Solutions - Boreton proposes a systematic green mining solution that integrates unmanned driving with clean energy, creating a closed-loop system for energy self-sufficiency and intelligent operations [5] - This launch is not just about a new product but represents the birth of a comprehensive new production system aimed at enhancing safety and efficiency in mining operations [5]
蔡昉:以制度建设平衡新技术的创造性和破坏性
Cai Jing Wang· 2025-11-14 01:45
"人工智能投资能不能良好对标中国的高质量发展目标,是人工智能发展的健康性和可持续性的重要保障。"他指出,全世界都形成了一股人工智能的投 资热,这一轮人工智能投资热是浇不冷的,主要体现在以下四个方面: 一是,东亚国家生育率低、老龄化程度高,最核心年龄段的劳动力迅速下降,急需人工智能提高劳动生产率、减少各种要素投入;二是,在地缘政治格 局下,关键性科技作为国家占据制高点的标志;三是,人工智能是处在战略性竞争之中大公司科技居领先和市场地位的象征;四是,基于对未来生产率的期 待,用户企业承受不起落后于人的风险。 11月13日,由太湖世界文化论坛主办,太湖世界文化论坛财富文化发展工作委员会、《财经》杂志、《财经智库》、浙江金融研究院、浙江财鑫传媒联 合承办的"太湖世界文化论坛·钱塘对话"在杭州举办,十三届全国人大常委,中国社会科学院学部委员、原副院长蔡昉作题为《人工智能投资如何对标高质 量发展目标?》的主旨演讲。 十三届全国人大常委,中国社会科学院学部委员、原副院长 蔡昉 蔡昉表示,颠覆性技术突破通常伴随投资热乃至泡沫,经济学家和投资者承认存在泡沫,但认为不可避免。他提到,贝佐斯将泡沫区分为"好的"和"坏 的"泡沫,前 ...
内蒙古:到2027年新增新能源车占比达35%
Cai Jing Wang· 2025-11-14 01:36
内蒙古自治区人民政府办公厅印发《全面推进美丽内蒙古建设筑牢我国北方重要生态安全屏障规划纲要 (2025—2035年)》,其中提出,大力发展绿色交通。大力提高城市公交、出租(含网约车)、环卫、 城市物流配送、邮政快递、民航机场以及党政机关公务领域等新能源汽车应用占比,加快推进充电桩、 换电站等基础设施建设,呼和浩特市、包头市、乌兰察布市、鄂尔多斯市等重点地区新增或更新公交车 辆中新能源汽车占比不低于95%。 到2027年,新增汽车(不含货车)中新能源汽车占比达到35%。巩固呼和浩特市、乌海市国家"公交都 市"创建成果,加强公交换乘枢纽、公交场站、公交专用道等基础设施建设。丰富街巷串联步行空间和 沿线景观,加强行人步道和自行车专用道等城市慢行系统建设。 ...
李迅雷谈“十五五”规划建议下的三大亮点:科技自立自强、促消费、统一大市场
Cai Jing Wang· 2025-11-14 00:42
Group 1 - The core highlight of China's economy this year is the 6.1% growth in foreign trade exports during the first three quarters, driven by increased capital goods exports to Africa and a decline in export prices [4][11] - The "14th Five-Year Plan" emphasizes three key areas: accelerating technological self-reliance, promoting consumption to boost CPI and PPI, and creating a unified market to improve corporate profitability and investment opportunities [4][12][14] - The GDP growth target for 2026 is set at 5%, with an expected increase in the fiscal deficit ratio from 4% to 4.5% next year, and a limited space for interest rate cuts [4][14] Group 2 - The current economic characteristics indicate a high-pressure environment, with a 4.5% growth in consumption primarily driven by trade-in programs, while investment is experiencing rare negative growth due to the real estate cycle [9][10] - The analysis of the real estate market suggests a prolonged down cycle, with the rental-to-sale ratio indicating a low valuation level compared to international averages, leading to a recommendation for reduced allocation in real estate [10][11] - The ongoing global economic situation shows increasing debt across major economies, with China maintaining a competitive edge in manufacturing and supply chains, making it difficult for other countries to replace Chinese manufacturing capabilities [6][7] Group 3 - The capital market presents opportunities, particularly in the context of declining interest rates and bond yields, suggesting a favorable environment for long-term bond investments [15][16] - Emphasis on embracing high-tech sectors, with a focus on selecting promising technology stocks as China undergoes a fourth industrial revolution [12][17] - The recommendation for gold as a long-term investment is based on the current global monetary system adjustments and the historical context of central bank gold holdings [18]