北京时间5月2日，美国媒体周四发文称，尽管受到了美国政府的施压，苹果公司依旧高度依赖中国。没 有中国供应商的支持，苹果的市值恐将缩水一半甚至更多。 早在特朗普涉足政坛之前，苹果及其合作伙伴就在中国各地建起了大型工厂，以组装iPhone。特朗普在 首次竞选总统时曾向支持者承诺，他将迫使苹果把这些产品带回美国生产。 然而近十年过去了，情况几乎没有什么改变。苹果并未将制造业带回本土，而是将部分生产从中国转移 到了印度、越南和泰国。苹果在美国制造的产品几乎可以忽略不计，估计仍有大约80%的iPhone是在中 国生产的。 离不开中国 苹果在中国的根基十分深厚。几十年前，该公司便在中国建立了制造业务，而且不需要与中国企业成立 合资公司。随后，苹果在中国完善了低成本组装设备的工艺，并将产品销售给不断壮大的中国中产阶 层。苹果深耕中国为其带来了全球超过80%的智能手机利润，以及每年670亿美元的中国市场销售额。 美施压适得其反 但是在特朗普眼中，苹果对中国的依赖就是制造业岗位的流失。特朗普政府希望将更多电子制造业带回 美国。作为全球最有影响力的电子企业，苹果比任何同行都有更大能力实现这一目标。它生产的智能手 机数量和其他公司 ...

Group 1: Social Security Fund Holdings - The Social Security Fund entered the top ten circulating shareholders of 215 A-share listed companies in the first quarter [1] - Zhongtong Bus had the highest number of new holdings by the Social Security Fund, with 3 new positions [1] - Other companies with 2 new holdings include Lens Technology, Inner Mongolia First Machinery, Anke Intelligent Electric, and several others [1] Group 2: Zhongtong Bus - Zhongtong Bus saw a new holding value of 137 million yuan from the Social Security Fund in Q1 [1] - The company reported a net profit of 76.51 million yuan in Q1, a year-on-year increase of 80.52% [2] - The company has ongoing international orders, including 895 electric buses for Chile, with 300 delivered and the rest expected in Q2 [2] Group 3: Lens Technology - Lens Technology had a new holding value of 1.088 billion yuan from the Social Security Fund in Q1 [3] - The company reported Q1 revenue of 17.063 billion yuan, a year-on-year increase of 10.10%, and a net profit of 429 million yuan, up 38.71% [3] - Growth is expected from new product structures and increased demand in various sectors, including smartphones and electric vehicles [3] Group 4: Inner Mongolia First Machinery - Inner Mongolia First Machinery had a new holding value of 295 million yuan from the Social Security Fund in Q1 [4] - The company reported a net profit of 186 million yuan in Q1, a year-on-year increase of 11.03% [4] - The company is expanding its military trade product system and has developed new products for international markets [4] Group 5: Anke Intelligent Electric - Anke Intelligent Electric had a new holding value of 251 million yuan from the Social Security Fund in Q1 [4] - The company reported a net profit of 43.72 million yuan in Q1, a year-on-year decrease of 28.92% [4] - The company is actively pursuing international cooperation following discussions at the Dubai Power Exhibition [4]

Core Viewpoint - Midea Group has officially completed the acquisition of European kitchen appliance giant Teka Group, marking a strategic expansion in the global market for Chinese home appliance manufacturers [1] Company Overview - Teka Group operates in over 120 countries and regions, with significant market presence in Spain, Portugal, Mexico, and Chile [1] - The company has an annual production capacity of millions of units and operates 10 production bases across Europe, Asia, and America, employing nearly 3,000 staff [1] - Teka Group owns three internationally recognized brands: Teka, Küppersbusch, and Intra, and has won 34 international design awards in the past two years [1] Strategic Implications - Midea Group plans to retain Teka's existing organizational structure and brand system to ensure a smooth business transition [1] - The acquisition is expected to enhance Midea's competitiveness in the high-end kitchen appliance markets in Europe and Latin America, while providing Teka with stronger R&D support and supply chain advantages [1] - Midea has invested nearly 100 billion RMB in R&D over the past decade, with products and services covering over 200 countries and regions, serving more than 500 million users [1]

凤凰网科技讯 北京时间4月29日，据彭博社报道，埃隆·马斯克(Elon Musk)即将结束他在美国政府效率 部(DOGE)的130天任期。在此期间，马斯克为特朗普政府大力精简官僚体系的行为让他付出了代价，个 人财富大幅缩水1130亿美元(约合8243亿元人民币)。 "我这段时间为政府部门工作似乎引发了一些负面反应。"马斯克称。他表示，从5月开始，自己在 DOGE上投入的时间将会大幅减少。 然而，马斯克的唯一上市公司、他的财富重要来源特斯拉，却成为了公众对马斯克及其政策感到愤怒 的"出气筒"。自从特朗普在1月就职以来，特斯拉的股价已下跌33%，销量也出现了大幅下滑。 在马斯克旗下所有公司中，受打击最严重的无疑是特斯拉，这促使投资者和分析师公开呼吁马斯克回 归。自今年1月17日以来，特斯拉市值已累计蒸发4483亿美元(约合3.27万亿元人民币)，是DOGE目前为 止所宣称已节省政府开支的两倍以上。 今年年初，马斯克以特别政府雇员的身份加入了特朗普政府。他获得了前所未有的权力和数据访问权 限，让美国政府弥漫着一种混乱的气息。他参与了特朗普与外国领导人及内阁部长的会议，干预国防与 关税政策。最引人注目的是，他作为DO ...

过去六年，微软通过数十亿美元投资极大推动了OpenAI的成长，帮助ChatGPT积累了超过5亿周活跃用 户。与此同时，OpenAI为微软提供了最尖端的生成式AI工具，帮助微软股价增长了两倍。 分歧加深 纳德拉和奥特曼渐行渐远 凤凰网科技讯 北京时间4月29日，据《华尔街日报》报道，OpenAI CEO萨姆·奥特曼(Sam Altman)曾表 示，OpenAI与微软拥有堪称"科技界最好的合作关系"。然而，这段硅谷"联姻"已经岌岌可危。 但是，这一合作关系如今已经变得紧张。据熟悉双方关系的人士透露，奥特曼与微软CEO萨提亚·纳德 拉(Satya Nadella)在多个问题上的分歧越来越大，其中包括：微软为OpenAI提供的算力、OpenAI给予微 软使用其模型的权限，以及OpenAI是否很快就能开发出通用人工智能(AGI)，也就是智慧水平与人类相 当的AI。 雪上加霜的是，纳德拉还把提升自家Copilot(ChatGPT对手)的销量和使用率作为优先事项，并在去年聘 请了一位奥特曼的对手，秘密启动了为微软开发AI模型的项目，希望减少对OpenAI的依赖。 与此同时，知情人士透露称，OpenAI董事会可以触发合同中的 ...

今年六月起，在上海灵活就业人员，将不再有户籍限制，可自愿缴存住房公积金，并按规定享有购房时申请公积金贷款等权利。 从上海市住房公积金管理委员会了解到，《上海市灵活就业人员自愿缴存、提取和使用住房公积金实施办法》已于日前印发，自2025年6月1日起施行。 和此前上海发布的相关文件相比，《上海市灵活就业人员自愿缴存、提取和使用住房公积金实施办法》覆盖的人群更广，涵盖了快递外卖行业的从业人员 等；取消了之前的上海户籍限制；取消了提取公积金的时间限制等。让更多灵活就业人员可以享受到住房公积金制度红利，在上海安居乐业。 具体来看，《实施办法》的主要内容包括： 一、自愿参加。年满 16 周岁且未达到法定退休年龄，在本市以个体经营、非全日制、新就业形态等方式灵活就业的人员，可以以个人身份，按照自愿原 则缴存，其缴存的住房公积金属于个人所有。不设户籍条件限制，在本市灵活就业的本市户籍人员、外省市户籍人员、港澳台居民以及外国人均可参加。 二、缴存灵活。灵活就业人员与市公积金中心签订协议，约定缴存金额、缴存方式、双方的权利和义务等内容。灵活就业人员可根据自身收入情况，在规 定范围内自行确定缴存基数，选择缴存比例。月缴存额等于缴存 ...

Core Insights - Didi Chuxing has launched a "May Day" travel guarantee plan, investing over 400 million yuan to activate both driver and user markets [1] - A significant travel peak is expected nationwide starting April 30, with ride-hailing orders projected to surge by 55% during peak hours compared to regular days [1] Group 1: Travel Demand and Trends - Cities such as Hangzhou, Nanjing, and Chongqing are predicted to see the highest increases in ride-hailing bookings compared to last year [1] - Popular travel destinations for Didi's charter services include Shanghai, Beijing, Chengdu, Guangzhou, and Hangzhou, with a 304% increase in orders compared to pre-holiday levels [2] - The demand for intercity travel is expected to rise by 130%, with peak travel anticipated on May 5 [1][2] Group 2: Driver Incentives and User Promotions - Didi is implementing a "Revenue Doubling Plan" for drivers, which includes 12 incentive measures, potentially increasing daily earnings by 20%-35% [2] - User promotions will cover 98 cities, with discounts such as 60% off in cities like Shanghai and Changsha, and 50% off in Xiamen and Dalian [2] Group 3: Operational Enhancements - Didi's intelligent scheduling system will dynamically allocate resources 72 hours in advance to manage the travel surge, focusing on 15 key locations [3] - The platform has introduced a new version of its trip guardian system, which includes features like real-time location correction and fare anomaly monitoring [3] - Didi will deploy 2,000 customer service representatives and AI agents to ensure a response rate exceeding 95% within 15 seconds during the holiday [3]

退出Prime Day的不止格林一位。Bogg Bag是一家销售中国制造手提袋的公司，其CEO金·瓦卡雷拉(Kim Vaccarella)今年也决定不参加Prime Day，以保留部分未售出的美国库存。她希望将这些库存以原价或较 小折扣，销售给梅西百货、布鲁明戴尔百货、迪克体育用品以及一些规模较小的独立商店，这些手提袋 在亚马逊上的售价为70美元至200美元。与此同时，她已暂停在中国生产Bogg手提袋，并正着手将生产 转移至柬埔寨和越南。 Prime Day一直以来都是亚马逊全年最重要的购物活动之一，其重要性仅次于黑色星期五和网络星期 一。虽然亚马逊允许卖家自愿参与这一活动，但该公司在电视和社交媒体广告上投入了数百万资金来宣 传Prime Day，并告知卖家，他们的商品若能出现在更多的购物者面前，将受益于一种"光环效应"。亚 马逊在全球拥有约2亿名Prime会员。 CFRA研究公司分析师阿伦·桑达拉姆(Arun Sundaram)表示，卖家商品所面临的关税让亚马逊Prime Day 处于一个尴尬境地。"亚马逊不会有大问题，但我确实为一些第三方卖家感到担心。在这种环境下，受 打击最严重的将是他们。"桑达拉姆表示 ...

Core Insights - Dongfeng Warrior launched two luxury electric off-road models, the Lorenz M900 Starship and the Dragon Armor Extended Edition, during the Shanghai Auto Show, with prices starting at 1.288 million yuan and 1.098 million yuan respectively [1][3] - The Lorenz M900 Starship features a unique "Starry Blue" paint and incorporates traditional Chinese craftsmanship, while the Dragon Armor Extended Edition retains design elements from its predecessor and offers extensive customization options [1][2] Product Details - The Lorenz M900 Starship is limited to 66 units globally and boasts a "2+2" seating layout with zero-gravity aviation seats and a spacious rear knee room of 245mm [1] - The Dragon Armor Extended Edition is limited to 199 units and features a cabin with nearly 50 square meters of soft covering, with over 95% leather coverage from high-end Italian supplier Pasubio [1][2] Technical Specifications - Both models are based on the Warrior 917 long-wheelbase and feature a power system with three motors and a range extender, delivering a maximum power of 600 kW and a wheel-side torque of 12,938 N·m [2] - Off-road capabilities include rear-wheel steer technology, crab mode, and a five-level adjustable air suspension with a maximum ground clearance of 326mm [2] Market Positioning - The launch of these flagship models enhances Dongfeng Warrior's presence in the luxury electric off-road market and contributes to the internationalization of Chinese high-end automotive brands [3]

特斯拉遭抗议 凤凰网科技讯 北京时间4月28日，据《纽约时报》报道，特斯拉CEO埃隆·马斯克(Elon Musk)与特朗普 的结盟，已促使美国纽约州民主党议员提议剥夺特斯拉直接向消费者销售汽车的权利，关闭其直营店。 纽约州参议员帕特里夏·法伊(Patricia Fahy)在过去12年一直支持特斯拉在该州开设门店，认为这可以推 动纽约州的绿色能源转型。然而，自从去年秋天特朗普胜选，以及马斯克领导美国政府效率部引发巨大 争议后，法伊已经不再支持特斯拉。 目前，这项法案已被提交到参议院和众议院的财政委员会审议。参议院民主党发言人迈克·墨菲(Mike Murphy)表示，除非议员们达成预算协议，否则参议院会议不会考虑这项提案。 纽约州民主党籍州长凯西·霍楚尔(Kathy Hochul)的发言人阿维·斯莫尔(Avi Small)表示，如果该法案能在 州议会的两院获得通过(两院均由民主党掌控)，她将会对其进行审查。 直销豁免权 2014年，纽约州通过了一项法律，禁止汽车制造商直接向消费者销售汽车。这项法律获得了特许经销商 行业组织的支持。不过，该法律为特斯拉设置了一个豁免条款，允许特斯拉保留它当时已经在纽约州开 设的五家 ...