2025 年 6 月 9 日，雪球发起 #分红季，上雪球 #主题活动，深度探讨红利策略，和基金公司、投资者共 同挖掘高股息资产价值，助力投资者把握这一轮 "真金白银" 的投资机遇。 红利资产作为穿越市场波动的 "现金奶牛"，在雪球上受到了投资者的极大关注。沪深300成分股中，金 融、能源、消费等行业分红稳定性突出，部分科技企业(如半导体、光伏龙头)也加入了高分红阵营。 雪球举办此次活动旨在帮助更多投资者理解红利投资的本质，从而抓住投资机会。 作为本次活动的核心，雪球将围绕 "红利策略" 打造一系列创意互动玩法，为投资者提供兼具专业性与 趣味性的交流平台。此次活动涵盖了分红主题征文、夏日红利诗会、寻找红利锦鲤、年中红利故事会等 多种创意互动玩法，各位球友上雪球分享个人红利投资故事、红利投资策略，或看好哪些分红上市公 司、红利基金产品等，优质内容还会随机获得现金红包打赏！ 过去两年，在国内宏观经济承压和海外高利率双重压力下，市场风险偏好低迷，被视为具有"类债属 性"和"防御能力"的高股息资产表现相对强势。监管逐步出台了一系列针对上市公司分红的相关政策， 持续完善和优化上市公司现金分红规则，以引导公司合理分红、提高 ...

Core Viewpoint - Sincerity is becoming a key variable for domestic brands to engage consumers in an increasingly complex consumption environment, with brands that are responsive to feedback gaining long-term trust from users [1][2]. Group 1: Brand Response and Consumer Trust - On June 6, the company issued a public letter addressing previous controversies, announcing the discontinuation of ambiguous product names in favor of clearer labels, which received widespread approval from consumers [1]. - The positive consumer response reflects a fundamental shift in the consumer goods market, where genuine and sincere communication is valued over superficial tactics [1][4]. - The company's consistent display of responsibility and authenticity has helped it gain understanding and support in a fast-paced social media environment [1]. Group 2: Social Responsibility and Brand Values - The company has a history of social responsibility embedded in its corporate DNA, including donations to schools and support during natural disasters [1][2]. - The brand's commitment to "benefiting the public and enriching society" is evident in its actions, which have built a foundation of emotional trust with consumers [2]. - The sentiment "national brands treat people with sincerity, and people treat national brands with sincerity" reflects a collective expectation for the industry to prioritize genuine engagement [4]. Group 3: Market Positioning and Competitive Advantage - Brands that are willing to listen and adapt to consumer feedback are more likely to establish a stable position in the market and navigate fluctuations successfully [4]. - The authenticity and determination displayed by the company are seen as valuable competitive advantages in the domestic market [4].

Group 1 - The Boao Asia Forum International Science and Innovation Forum 2025 was held in Hong Kong, focusing on global technology innovation trends and future development [1][2] - The forum aims to enhance Hong Kong's global competitiveness in technology innovation and expand its international network [2][3] - The event gathered over 800 officials, representatives from international organizations, entrepreneurs, and scholars from more than 20 countries and regions [1][2] Group 2 - The forum serves as a high-level dialogue platform for promoting international cooperation in technology innovation and supporting the United Nations' 2030 Sustainable Development Goals [2][4] - Hong Kong is accelerating its development as an international innovation and technology center, focusing on a comprehensive ecosystem that integrates research, results transformation, and production application [2][4] - The theme of the conference was "Technology Leads the Future, Innovation Drives Transformation," featuring discussions on various cutting-edge topics [3][4] Group 3 - Former UN Secretary-General Ban Ki-moon emphasized the need for an inclusive global ecosystem for technology innovation to support sustainable development [4] - The Chief Executive of Hong Kong, John Lee, highlighted the importance of international cooperation in innovation and the role of Hong Kong as a proponent of free trade and economic openness [4][5] - Companies like Hengyouhui and Shengshi Wealth are focusing on integrating advanced technologies such as AI and big data into their financial services to enhance customer offerings [5]

Core Insights - Tencent and GF Securities have signed a new strategic cooperation agreement to explore AI large model innovations and ecosystem development, enhancing collaboration in IT infrastructure, independent innovation, digital operations, and financial services [1][3]. Group 1: Strategic Cooperation - The partnership aims to leverage previous collaboration results to further explore AI large model innovations and ecosystem co-construction [1]. - Both companies will jointly create a cloud-native intelligent computing zone and utilize Tencent Cloud's AI capabilities to accelerate GF Securities' digital transformation [3][4]. Group 2: AI Large Model Development - The collaboration will focus on developing intelligent applications for both customer-facing and employee-facing services, including securities education, market information, investment research, and compliance management [3][4]. - Tencent's mixed Yuan model has achieved a ranking among the top eight globally on the Chatbot Arena platform, indicating its competitive position in the AI large model space [5]. Group 3: Independent Innovation and Digital Operations - The partnership will deepen cooperation in domestic software innovation, including databases, big data, proprietary cloud, and operating systems, while exploring cloud-native distributed architecture [4]. - GF Securities and Tencent will explore new paths for intelligent operations by integrating Data and AI to enhance operational efficiency [4]. Group 4: Achievements and Impact - Over the past seven years, the collaboration has evolved from basic infrastructure to intelligent applications, achieving significant results such as providing personalized market information to over 30 million users and improving data development efficiency by 50% [4]. - The private domain marketing system built on Tencent's WeChat SCRM platform has served over 3 million corporate clients, resulting in a 60% increase in service frequency for key clients and a 16% revenue increase [4].

Group 1 - JD.com launched a dedicated automotive event on June 9, 2025, featuring significant discounts from vehicle selection to ownership [1] - The high-end brand IM Motors officially entered JD.com, with its flagship store opening and popular models like LS6 and L6 available for purchase [1] - The IM LS6, a leading mid-to-large pure electric SUV for 2024, is recognized for its high value in terms of "intelligence, luxury, and safety," appealing to young quality family users [1] Group 2 - The new IM L6 redefines the value benchmark for pure electric sedans priced around 200,000 yuan, targeting urban young users seeking refined travel options [3] - A themed experience event will be held at JD Mall in Beijing on June 14-15, allowing users to interact with the L6 and LS6 models, with opportunities for giveaways [5] - IM Motors and JD.com plan to explore further online and offline collaboration to enhance automotive service experiences for users [7]

Core Viewpoint - The company emphasizes its commitment to promoting employment as a key social responsibility through various initiatives such as campus recruitment, school-enterprise collaboration, and targeted support for special groups [1][6]. Group 1: Campus Recruitment Initiatives - The company has actively conducted campus recruitment activities nationwide, creating platforms for graduates to understand corporate needs [2]. - In Shanxi, the company held two spring campus recruitment interviews at key universities, successfully selecting several outstanding graduates for further evaluation [2]. - In Wuxi, the company engaged with students at Wuxi University, establishing initial employment intentions [2]. - In Dongguan, participation in a large-scale campus recruitment event led to initial employment agreements with excellent graduates, along with offers for internships and training [2]. Group 2: School-Enterprise Collaboration - The company promotes deep integration of school-enterprise cooperation through activities like "Enterprise Open Day" and "Core Talent Recruitment Meetings" [5]. - In Guangdong, the company analyzed the insurance industry's current status and prospects for students at Guangdong University of Finance [5]. - In Qinghai and Inner Mongolia, the company invited students to visit its offices and engaged in discussions about career development and skill requirements [5]. - In Shanghai, a collaborative meeting with Shanghai Lixin University of Accounting and Finance was held to enhance industry-academia cooperation [5]. Group 3: Focus on Special Groups - The company prioritizes employment services for special groups, fulfilling its social responsibility by participating in job fairs for veterans in Xinjiang [6]. - At the job fair in Urumqi, the company set up a dedicated booth to interact with veterans and their families, providing detailed information about its business and culture [6]. - This initiative successfully established a bridge between the company and veterans seeking employment [6]. Group 4: Future Employment Strategies - The company plans to continue optimizing employment service models, expanding employment channels, and improving talent cultivation mechanisms [8]. - The goal is to contribute to national employment stability and enhance the foundation of people's livelihoods [8].

Core Insights - The article highlights the rapid growth and transformation of the internet finance sector, particularly through the example of the QianMing Wallet APP, which has effectively captured market opportunities in consumer finance since its establishment in 2017 [1][3][4] Industry Overview - The digital finance market in China has seen explosive growth, with the market size increasing from 32.8 trillion yuan to 41.7 trillion yuan between 2021 and 2023, representing a growth rate of 27.1% [3] - Internet finance is expected to continue benefiting from digital technology innovations, emerging consumer scenarios, and diversified financial service demands [4] Company Strategy - QianMing Wallet APP focuses on providing flexible, diverse, and easy-to-apply consumer installment loan products, targeting underserved ordinary users in the traditional financial system [1][7] - The company has invested heavily in technology since 2018, exploring the application of big data and artificial intelligence throughout its financial services [1][9] User Behavior and Demand - Users increasingly demand convenience, personalization, and diversity in financial products, preferring seamless online processes and tailored loan options based on their credit status and consumption habits [5][6] - Over 90% of users complete transactions via mobile apps, with high activity during evenings and weekends [6] Product and Service Innovation - The QianMing Wallet APP offers installment loans with flexible terms, allowing users to choose repayment periods from 3 to 12 months, and loan amounts up to 100,000 yuan [7] - The company employs an intelligent risk control system that utilizes a scoring model based on extensive user data to assess creditworthiness and risk levels [7][9] Marketing and User Engagement - The company utilizes digital marketing strategies and partnerships with e-commerce and service platforms to enhance user acquisition and retention [8] - Personalized financial products and promotional activities are pushed to users based on behavioral data analysis to improve user experience [8] Technological Advancements - The application of big data and AI in risk control and product innovation is a key focus, with the company aiming to enhance user experience and reduce risks through advanced algorithms [9][10] - The exploration of blockchain and IoT technologies is underway, aiming to improve supply chain finance and real-time monitoring of collateral [10][11] Expansion of Financial Services - QianMing Wallet APP is diversifying its offerings beyond consumer loans to include investment, insurance, and payment services, enhancing its one-stop financial service platform [12] - The company is also focusing on green finance initiatives, promoting environmentally friendly consumption through tailored financial products [13][14] Social Responsibility and Inclusivity - The company aims to bridge the financial service gap in rural areas by providing customized financial services tailored to local economic conditions [15] - Efforts are made to enhance financial literacy among users through various educational initiatives, promoting responsible financial behavior [14][15]

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6月5日晚上，从探店董明珠健康家，到美食烹饪对谈，再到回顾在格力的奋斗史，董明珠在淘宝直播了 整整3小时，较原定计划延长了1个小时。 6月5日晚，136万人在线围观董明珠淘宝直播首秀，新中式空调、珐琅锅、鲜花冰箱等多款格力产品爆 火出圈。 在探店"董明珠健康家"直播中，董明珠力推国风山水系列空调，并亲自用丝巾演示"风不吹人"，引发网 友广泛关注，登上热搜。有网友表示，将泼墨山水画印在空调上漂亮的像一扇屏风；也有网友发弹 幕，"继玫瑰空调之后，中年人的审美终于被看到了 。" 直播现场烹饪同款的格力铸铁珐琅锅，当晚登上天猫餐饮厨具实时热卖榜第一。为力推这款售价1399元 的珐琅锅，董明珠不仅自掏腰包，对前100名下单用户优惠100元，并打赌"直播卖出500单，下一期继续 在淘宝开播。"话音刚落，成交数据显示，售出800多单。 据董明珠透露，格力铸铁电饭煲，铸锅的模具精度要达到一个头发丝的精细度，超出后会导致受热不 均，米饭做不出好口感。"往往100个里面只有30个合格，剩余的都直接报废掉。" "今年天猫618加国补后的价格惊讶到我了，确实是以旧换新更新家电的一个好机会。"董明珠在直播中 表示，国补让更多人用实惠的 ...