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EPC总承包:海外建厂的成功密码,际连建设如何助力企业全球化布局
Sou Hu Cai Jing· 2025-09-29 10:56
从设计到交付,一站式解决方案正成为中国企业出海的关键支撑 在全球化布局加速的今天,中国企业出海建厂已不再是简单的地理迁移,而是复杂的系统工程。面对陌生的环境、各异的法规和不同的文化,如何高效、安 全、经济地实现海外产能落地? EPC总承包模式正成为越来越多企业的首选解决方案。 EPC通常采用总价合同或可调总价合同,使业主在项目初期就能明确总体投资额度,有效避免传统模式下常见的"投资超预算"现象。总承包商通过优化设计 方案和采购策略,可以有效降低项目整体造价。 3. 工期缩短,效率显著提升 EPC模式下,设计、采购和施工各环节可以并行推进,避免了传统模式下的顺序等待时间。实践表明,采用EPC模式的项目比传统模式平均缩短工期 20%-30% 。 4. 质量统一,整体品质更高 总承包商对工程质量负全责,这种权责统一的机制促使承包商主动采用先进技术和管理方法,确保工程质量符合甚至超过预期标准。 5. 风险降低,业主负担减轻 EPC模式将大部分项目实施风险(如工期风险、成本风险、技术风险等)转移给总承包商,使业主能够专注于项目运营和市场开发等核心业务。 EPC总承包模式,即Engineering(设计)、Procure ...
上海商人进军东京火葬业,操办安倍火葬,外国网友:快成日本省了
Sou Hu Cai Jing· 2025-09-29 10:56
【深度揭秘】中国商人如何悄然掌控东京殡葬业?安倍葬礼背后的商业帝国浮出水面 这场跨国商业传奇的序幕,其实早在2021年就已悄然拉开。当时日本政商界赫赫有名的麻生集团(由前首相麻生太郎家族掌控)突然减持广济堂股份,从 20%降至12%。这看似普通的股权变动,却引发商界侦探们的密切关注。经过层层抽丝剥茧,人们发现接盘者竟是Laox集团旗下公司——而Laox的掌舵者, 正是中国企业家罗怡文。 这位上海出生的商业奇才,人生轨迹堪称传奇。1980年代,怀揣梦想的罗怡文辞去上海第一百货的稳定工作,只身闯荡东瀛。初到日本时,他连日语都不流 利,却敏锐发现旅日华人获取信息的痛点,创办《中文导报》一举成功。报纸从最初简单的新闻翻译,逐步发展为涵盖生活指南、就业资讯的综合性媒体, 成为当时30万在日华人的生存宝典。 2022年盛夏,一则震惊世界的突发新闻引爆全球舆论:日本前首相安倍晋三在奈良街头演讲时遭遇枪击,经抢救无效不幸离世。当这位政治强人的葬礼细节 陆续披露时,一个出人意料的事实让日本网民集体破防——为安倍操办火化仪式的,竟是一家具有中资背景的企业! 更令人惊讶的是,这家名为东京博善株式会社的企业,实际掌控着东京都23区内 ...
定襄县乡村e镇:搭台展销庆丰收 电商赋能添活力
Sou Hu Cai Jing· 2025-09-29 10:55
为拓宽销售渠道、提升品牌影响力,活动现场同步打造了"e起庆丰收"定襄好物直播间。主播通过镜头 向网友推介定襄特色农产品,不仅介绍了产品的制作工艺与品质特点,还结合丰收节主题推出限时优 惠,吸引大量订单,实现"展销+电商"双线发力。 除产品展销外,现场还有秧歌、锣鼓等民俗表演,生动展现定襄丰富的民俗文化。群众在品尝特色美食 的同时,还沉浸在丰收节喜悦的氛围中。在定襄县乡村e镇公共服务中心,前来购买特产和参观了解的 群众络绎不绝,现场热闹非凡。 9月23日,以"庆农业丰收·享美好生活"为主题的定襄县2025年农民丰收节在金鼎广场隆重开幕。本次活 动通过特色农产品展销、民俗文化表演及直播带货等多元形式,全面展现定襄县农业发展成果,与广大 群众共庆丰收、共享喜悦。 在乡村e镇农产品展销区,汇聚了手工老陈醋、定襄蒸肉、黄烧饼、糯玉米、冻干山楂、山楂月饼等20 余款本地特色农产品,吸引众多消费者驻足品尝选购。展区还特别引入了沁州黄小米、五台台蘑酱、神 池胡麻油、吕梁沙棘汁等山西名优特产,进一步丰富了展销品类,满足了多样化消费需求。 此次丰收节不仅为定襄县优质农产品提供了展示平台,也进一步激发了农村消费活力。未来,定襄县乡 ...
房价到底了吗?看富豪亏惨、连跌50个月的数据,普通人该这样判断
Sou Hu Cai Jing· 2025-09-29 10:55
最近刷到太多人问:"现在买房会不会买在半山腰?房价到底没到底?" 其实不用急着猜答案,先看看身边的人和数据。 连王健林、王思聪这样的富豪都在房地产上"栽跟头",咱们普通人更该把情况捋清楚,再做决定。 01. 不少人觉得"有钱人买房稳赚不赔",但最近的例子却打了脸。 万达的王健林,这些年一直让万达"瘦身转型",比起恒大的暴雷,万达走得算稳了,可即便这样,他最 近还是因为一笔1.86亿的款项被执行,还被限制了高消费。 要知道,1.86亿对普通人是天文数字,但对地产大佬来说算"小目标",连这种规模的款项都出问题,足 见行业寒冬有多冷。 另一边,他儿子王思聪在上海的一套豪宅更典型。 这套房子之前估值上亿,放在2021年楼市好的时候,说不定还能溢价卖,但现在降到6000万都没人接盘 ——一进一出,直接亏了4000多万。 富豪手里的房子都跌成这样,普通人手里的刚需房、小公寓,自然更没底。 有人说"富豪亏得起",可这背后反映的是整个房地产行业的现状:不管是大企业还是有钱人,都在面 临"房子难卖、资产缩水"的问题,普通人买房更要谨慎,别盲目跟风。 想知道房价有没有到底,先看最直观的时间线和数据,咱们从2021年开始捋,每一步 ...
比黄金还猛
Sou Hu Cai Jing· 2025-09-29 10:53
跟踪上海期货交易所白银主力合约的国投白银LOF大涨3.11%。 在中国古代,北宋金银比等于9,清朝大约10。 大家都知道黄金涨得猛,其实白银更猛,今年白银涨幅已经超过黄金。 1 金银比 业内有种说法,黄金白银都属于贵金属,白银是高波动版的黄金,金银行情正相关,可以用二者的价格比来估值,简称金银比。 金银比起源于2600年前。 土耳其西部有个吕底亚王国,当地盛产金银。吕底亚国王克罗伊斯主持铸造了世界上最早的金币和银币,并约定1枚金币兑换13枚银币。 金银比等于13。 金银即货币的时代,金银比和当时已探明的黄金白银储量以及开采难度挂钩,各国金银比差不太多,比较稳定。 2 定价中枢 就这样一直持续到几十年前,布雷顿森林体系解体,全球进入信用货币时代,汇率不再锚定金银。 金银重新定价,金银比的中枢来到60~80区间。 极值最高100,最低40。 所以衍生出刻舟求剑的玩法,比如金银比超过100就做多白银,赌均值归回。 3 赌均值回归 上图一张,蓝线代表金银比,红线代表白银价格。 今年4月,金银比站上100。 貌似利用金银比赚钱很简单,但我一直没参与,因为逻辑不够硬。 金银重新定价之后,黄金负责保值,白银用于工业。 黄金 ...
黄力晨:宽松预期与避险需求 支撑黄金价格再创新高
Sou Hu Cai Jing· 2025-09-29 10:53
日线图上,黄金在上周成功站上3700美元关口,本周一继续突破3800美元关口,表现依旧强势。黄金下方支撑,可以关注3800美 元整数位置,日内金价冲高,一度这里遇阻,突破后回踩3800美元继续上涨,其次关注3788美元,早间金价上涨,在这里遇阻 后,向上突破回踩继续上涨;黄金上方压力,可以关注日内高点,也是历史高点3819美元,同时也是目前日线布林带上轨附近, 金价在站稳3800美元后,若再创历史新高,则顺势上看,上不猜顶。5日均线与MACD指标金叉向上,KDJ与RSI指标超买区域金 叉向上,短期技术面显示多方继续保持优势。 黄金日内参考:市场对美联储进一步宽松的预期,以及美国政府停摆的风险强化避险需求,支撑黄金价格继续上涨,再创历史新 高。操作上建议震荡思路对待,下方支撑可以关注3800和3788美元,上方压力关注3819美元,向上突破则顺势上看,上不猜顶。 Wolfinance星级分析师黄力晨认为,黄金连续第七周上涨,连续五周刷新历史新高,短期表现十分强势,降息预期与避险需求,成 为支撑黄金攀高的重要因素。具体来看,此前美联储如期降息25个基点,虽然美联储主席鲍威尔的讲话,让市场将本次降息解读 为预防式降 ...
希音回香港上市:欧洲不“放过”,我们就该“放过”吗?
Sou Hu Cai Jing· 2025-09-29 10:50
Core Viewpoint - The article discusses the controversies surrounding the brand Shein, highlighting its regulatory challenges in the global market, particularly in Europe and the U.S., and questions the feasibility of its potential return to the Chinese market for an IPO given its compliance issues [2][3][5][10]. Group 1: Regulatory Challenges - Shein has faced multiple compliance accusations globally, including improper use of cookies, leading to a €150 million fine from French authorities [3]. - The company is accused of using data collection techniques that violate user privacy, even after users have opted out [5]. - Shein's algorithm lacks transparency, which has drawn criticism from regulatory bodies, particularly under the EU's Digital Services Act [3][5]. Group 2: Ethical Concerns - Investigations revealed that Shein's products often feature false discounts, manipulating consumer behavior through urgency tactics [5]. - The company is also facing allegations of labor law violations in its supply chain, including the use of child labor and forced overtime in factories located in countries like Vietnam and Bangladesh [5][7]. - Shein's strategy of offshoring data storage to evade local regulations has raised further concerns about its compliance with EU data localization requirements [5][7]. Group 3: Financial and Tax Issues - Shein's UK subsidiary is under investigation for allegedly transferring 84% of its sales revenue to its Singapore parent company to reduce tax liabilities [7]. - The potential for Shein to return to China for an IPO raises questions about the integrity of regulatory standards, especially given its ongoing issues in Western markets [8][10]. Group 4: Broader Implications - The article emphasizes the need for stringent regulatory oversight to prevent companies like Shein from exploiting regulatory gaps, suggesting that leniency could undermine market integrity [10]. - It argues that allowing Shein to operate without addressing its compliance issues would set a dangerous precedent for the industry, potentially leading to long-term negative consequences [10].
【特稿】国际现货黄金价格涨破每盎司3800美元
Sou Hu Cai Jing· 2025-09-29 10:45
国际现货黄金价格29日首次突破每盎司3800美元,创历史新高。这是国际现货黄金价格首次突破这一关 口。 国际现货黄金价格涨破每盎司3800美元 卜晓明 美联社报道,国会参议院民主党领袖查克·舒默与共和党领袖约翰·图恩定于29日在白宫会见特朗普,讨 论政府拨款延期法案事宜。参议院预计30日对众议院通过的政府拨款延期法案投票。该法案若通过,将 使美国政府在国会完成年度支出法案期间继续运转7周。 彭博社报道,一旦美国政府"停摆",可能导致本周关键就业数据推迟发布,模糊美联储货币政策路径。 据美国芝加哥商品交易所美联储观察工具显示,交易员当前预计美联储10月降息的概率为90%,12月再 度降息的概率约为65%。 英国巴克莱银行策略师在28日发布的一份研报中说,相对于美元和美国国债,黄金价格看起来并不算 高。考虑到美联储可能失去"独立性"的风险,金价"理应包含一定程度关联美联储的溢价"。这使黄金成 为一种出人意料的价值对冲工具。 彭博社提供的数据显示,今年以来,黄金价格已上涨45%,在各国央行购金需求以及美联储重启降息的 推动下屡创新高。报道预期,金价下周有望实现连续第三个季度上涨。美国高盛集团和德意志银行等机 构预期 ...
特朗普要如愿以偿?中国答应购买美国大豆,但有一个条件
Sou Hu Cai Jing· 2025-09-29 10:39
Group 1 - U.S. soybean farmers are facing an unprecedented crisis as China's market share for U.S. soybeans has plummeted from a peak of 34% to less than 5% [1] - The American Soybean Association has issued frequent distress signals as soybean prices continue to decline, with former President Trump calling for China to restore large-scale purchases of U.S. soybeans [1][16] - China's Ministry of Commerce has stated that the U.S. must first remove unreasonable tariffs to expand soybean trade, highlighting the core issue of the current U.S.-China trade deadlock [4] Group 2 - The imposition of a 25% retaliatory tariff by China on U.S. soybeans has led to a significant increase in costs, resulting in a projected 28% decline in U.S. soybean exports for 2024 and record-high inventory levels [6] - China has developed a global procurement network with Brazil as the primary supplier, accounting for over 85% of China's soybean imports from January to August 2025 [6][8] - China's self-sufficiency in soybeans has increased by nearly 7 percentage points in 2024, aided by new agricultural cooperation projects and reduced demand for soybeans in animal feed [8] Group 3 - The economic crisis in the U.S. soybean industry is evolving into a political crisis, with a 60% year-on-year decline in U.S. soybean exports to China expected in the second half of 2024, leading to a five-year low in Chicago soybean futures [10] - Bankruptcy applications among farmers in the Midwest have increased by 35%, putting pressure on Republican lawmakers as farmers express dissatisfaction and threaten to change their voting preferences [10][12] - The Trump administration faces a dilemma between maintaining high tariffs to protect U.S. industries and addressing the needs of the farming community, with $12 billion allocated in 2024 as agricultural subsidies [12] Group 4 - The resolution of the U.S.-China soybean trade deadlock hinges on the U.S. government's willingness to remove unreasonable tariffs, as emphasized by China's Ministry of Commerce [14] - The market dynamics suggest that political interventions will lead to mutual losses, and the key to restoring U.S. soybean exports to China lies in rational policy changes from the U.S. [14]
国庆长假投资攻略出炉!把握黄金、原油等机会,让资金“人闲钱不闲”!
Sou Hu Cai Jing· 2025-09-29 10:39
Investment Environment Analysis - The investment environment for the fourth quarter is shaped by expectations of interest rate cuts from the Federal Reserve and ongoing geopolitical risks [3] - The upcoming "super long golden week" holiday in China, lasting 8 days, presents an opportunity for investors to strategically allocate assets [3] Gold Asset Allocation - The Federal Reserve's recent decision to lower the federal funds rate by 25 basis points to a range of 4.00% to 4.25% is a key driver for gold prices [3] - Market expectations indicate a 93% probability of a 25 basis point rate cut in October, which has led to increased interest in gold as a safe-haven asset [3] - Financial analysts predict gold prices could reach $3,900 and $4,200 per ounce by the end of this year and mid-next year, respectively [3] Gold ETF Performance - Recent data shows that the London gold price has surpassed $3,745, reaching a historical high, with the relative strength index (RSI) at 89.72, the highest in 45 years [4] - Gold ETFs have become a preferred investment choice due to lower premiums and fees compared to physical gold, with an average return of 38.1% year-to-date [4] - Gold stock ETFs have outperformed gold ETFs, with an average return of 74.9% year-to-date, nearly double that of gold ETFs [4] Oil Market Outlook - The oil market is currently characterized by a "weak reality," with OPEC+ agreeing to lift voluntary production cuts, leading to increased supply and a decline in oil prices since 2021 [6][8] - The lagging adjustment of refined oil prices can enhance the profitability of refining companies, potentially boosting their stock prices [8] - Currently, oil ETFs have underperformed, with an average return of only 2.1% year-to-date, indicating a lack of attractive investment opportunities in this sector [8] Investment Strategies During Holiday - Investors are advised to utilize short-term financial tools to maximize idle funds during the holiday, such as combining treasury reverse repos with money market funds [15] - Short-term bond ETFs are highlighted as a viable option, with historical annualized returns around 6%, providing better liquidity compared to reverse repos [15] - Some funds have implemented purchase limits to manage liquidity during the holiday period, indicating a cautious approach to fund inflows [17][19]