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欧委会对中国风电企业启动《外国补贴条例》深入调查,商务部回应
第一财经· 2026-02-04 13:28
中国风电等绿色产业企业依靠持续的技术创新、完善的产业体系和充分的市场竞争,为全球应对气候变 化提供优质绿色产品,作出积极贡献。欧方滥用调查,不仅严重干扰中欧产业互利合作,影响中国企业 赴欧投资的信心,还将迟滞自身乃至全球绿色转型的进程。 答:中方注意到有关情况。近期,欧方频繁使用《外国补贴条例》调查工具对中国企业发起调查,还将 对风电、安检设备企业的调查升级为深入调查,具有明显针对性和歧视性,中方对此高度关切,强烈不 满。 欧方相关调查泛化"外国补贴",存在立案证据不足、程序不透明等诸多问题,是典型的以"公平竞 争"之名行"保护主义"之实。2025年1月,商务部经调查,已依法认定欧方相关做法构成贸易投资壁 垒。欧方不仅没有纠正,反而在错误的道路上越走越远。 2月4日,据商务部网站, 商务部新闻发言人就欧委会对中国风电企业启动《外国补贴条例》深入调查 答记者问。 有记者问:近日,欧委会宣布,根据《外国补贴条例》(FSR),对中国风电企业启动深入调查。请问 中方对此有何评论? 编辑丨瑜见 中方一贯主张通过对话协商解决分歧,反对将经贸问题政治化、泛安全化。我们敦促欧方立即纠正错误 做法,慎用FSR单边调查工具,为中 ...
对标大疆,vivo确认立项Vlog相机
第一财经· 2026-02-04 13:18
Group 1 - The core viewpoint of the article is that vivo has confirmed the internal project for a Vlog camera, targeting the DJI Pocket series, with an expected release in 2026 [2] - The Vlog camera project is part of vivo's strategy to expand its product offerings in the imaging technology sector [2] Group 2 - A related patent titled "Gimbal Device" has been published by vivo's affiliate, Vivo Mobile Communication Co., Ltd., which pertains to shooting technology [3] - The patent includes a device body, lens assembly, lens driving component, and trigger component, designed to enhance the functionality of the camera [3][6] - The patent application was filed on December 30, 2025, and published on January 30, 2026, indicating a timeline for the development of the technology [5][6]
张一鸣出手28亿北京买地
第一财经· 2026-02-04 13:07
Core Viewpoint - The article discusses the recent land acquisition by ByteDance in Beijing, highlighting the trend of internet companies purchasing land for self-use rather than leasing, and the advantages and challenges associated with this strategy [2][3][8]. Group 1: Land Acquisition Details - ByteDance's subsidiary, Beijing Yun Yue Chang Shi Technology Co., acquired a commercial financial service land in Haidian District for a base price of 2.8 billion yuan, covering an area of 39,522.111 square meters with a planned building area of approximately 96,811.508 square meters [3]. - The land is required to commence construction within 12 months of signing the contract and must be completed within three years, with a commercial land use period of 40 years and office use of 50 years [3]. Group 2: Industry Context - The article notes that other major internet companies, such as Douyin, Tencent, and JD.com, have also engaged in similar land acquisitions for self-built office spaces, indicating a growing trend among tech giants [6][7]. - For instance, Douyin Group previously spent 1.082 billion yuan on a commercial land in Shenzhen and 2.04 billion yuan on another in Shanghai, showcasing a strategic shift towards owning rather than leasing office spaces [6][7]. Group 3: Advantages of Buying Land - Acquiring land allows companies to mitigate risks associated with long-term leasing, such as rental fluctuations and potential eviction by landlords, while converting rental expenses into long-term fixed assets that can appreciate in value [8]. - This strategy enhances brand image and talent attraction, as companies can customize their office spaces to meet specific operational needs, providing greater flexibility compared to leasing [8]. Group 4: Challenges of Buying Land - The article also outlines challenges, including high initial investment costs, significant capital lock-up, and the need for professional property management, which can increase operational costs [9]. - Additionally, if a company's business needs change, modifying the space can incur substantial costs, and the liquidity of owned commercial properties is generally lower, limiting the ability to quickly convert assets into cash [9].
上海人大代表建议破解入境购物“有客无购”难题
第一财经· 2026-02-04 13:07
2026.02. 04 不过,虽然国货美妆近年来的发展势头迅猛,但也面临不少挑战。 在今年上海两会期间,上海市人大代表、自然堂集团公共事务总经理陈娟玲就提出,尽管上海入境消费市场潜力巨大,但当前消费结构存在明显短 板:购物消费占比偏低,国货品牌在入境消费中存在感弱、认知度低;缺乏标志性国货零售集聚区,品牌布局分散,难以提供一站式购物体验;入境 消费便利化服务衔接不畅,"即买即退"覆盖不全,多语种、跨境支付等配套集成度不足;国货品牌国际营销与旅游推广脱节,海外推广渠道单一,未 能与入境旅游形成有效联动。 本文字数:999,阅读时长大约2分钟 作者 | 第一财经 刘晓颖 上海作为国家首批培育建设的国际消费中心城市,持续推动消费升级与市场创新。市政府工作报告将"大力提振消费"列为核心任务,明确要求"加快打 造以国货潮牌为引领的消费自主品牌,优化入境消费服务体系,提升入境人士消费便利度,大力发展免退税经济"。 有美妆行业人士指出,在当前入境旅游市场快速复苏的背景下,聚焦国货化妆品品类,在沪规划建设世界级入境零售功能区,不仅能够有效承接并转 化入境客流红利,更能成为向世界展示"中国制造"品质与创新的重要窗口,助力上海建 ...
缓解春节“保姆荒”,上海全力保障家政供给
第一财经· 2026-02-04 13:07
2026.02. 04 本文字数:1200,阅读时长大约2分钟 作者 | 第一财经 缪琦 作为上海家政服务领域员工制企业,上海和姆尼养老服务有限公司相关负责人表示,他们将为春节在岗家政员、护理员增加薪资补贴、节日红包,为留 岗人员统一配发年货礼包,开放员工宿舍(可接纳家属同住),解决后顾之忧。同时公司已提前1个月摸排护理员返乡意愿,将分批次安排错峰返乡 (节前10天、节后10天错峰离岗返岗),平衡员工团聚需求与岗位用工需求。 上海市部分家政服务机构通过与业界同行、周边城市机构以及培训学校合作,将开展"共享员工"、跨区域调配、多渠道资源互补等工作,再结合自主招 聘、内部调剂、轮休制度等方式,灵活填补服务人员缺口,更好应对突发或集中服务需求。 居家养老服务和母婴育婴护理等"一老一小"刚需服务向来是"春保"工作的保障重点。一批以提供"一老一小"照护为主的家政服务机构已提前进行了供需 双向排摸,做好服务预案和人员储备。 刘敏表示,经过近几年的持续建设,上海春节家政服务市场保障已形成了较为成熟的市场调节机制。情感留人、待遇留人、错峰返岗、轮岗调休、保障 刚需等已成为上海春节市场供给的有效举措。接下来还将进一步加强与长三 ...
长安汽车1月销量腰斩
第一财经· 2026-02-04 12:53
据长安汽车2月4日晚间销量快报,2026年1月,长安汽车销量134,701辆,同比大幅下滑51.14%,其中自主品牌销量100,110辆,同比下降 58.46%;新能源汽车销量36,621辆,同比下降45.74%。 记者|葛慧 编辑 |瑜见 | 产品类别 | | | 产量(辆) | | | | | | 销量(辆) | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年同期 | 同比变动 | 本年累计 | 去年同期 | 同比 | 本月 | 去年同期 | 同比变动 | 本年累计 | 去年同期 | 同比 | | | | | | | 累计 | 变动 | | | | | 累计 | 变动 | | 长安汽车 | 164,576 | 181,212 | -9.18% | 164,576 | 181,212 | -9.18% | 134,701 | 275,700 | -51.14% | 134,701 | 275,700 | -51.14% | | 其中: | | | | | | | ...
刘涛化身古井贡酒“新春派福官”,组合拳深耕“年文化”
第一财经· 2026-02-04 12:43
Core Viewpoint - The collaboration between Liu Tao and Gujing Gongjiu strengthens the emotional connection between the brand and the Chinese New Year, marking an important step in the company's focus on "Year Culture" for 2026 [1][7]. Group 1: Liu Tao's Influence - Liu Tao's image aligns well with the values of reunion and harmony associated with the Spring Festival, enhancing her appeal as a cultural ambassador for Gujing Gongjiu [3][7]. - The launch of the New Year-themed video featuring Liu Tao has garnered significant attention, showcasing traditional customs and emphasizing family gatherings, thus positioning Gujing Gongjiu as an essential part of New Year celebrations [3][4]. Group 2: Marketing Success - The live streaming event featuring Liu Tao achieved over 30 million total exposures, topping the liquor live streaming charts, with more than 1.3 million product exposures and a peak concurrent viewership of 156,000 [4]. - Key products such as "Gujing Gongjiu · New Year's Eve Harmony" and "2026 Year of the Horse Zodiac Gift Box" became bestsellers, demonstrating a successful conversion of brand awareness into sales [4][8]. Group 3: Cultural Strategy - Gujing Gongjiu has been deeply involved in "Year Culture" since 2016, partnering with the CCTV Spring Festival Gala, which has created a strong emotional link between the brand and the New Year for consumers [7][8]. - The brand's strategy includes collaborations with high-speed rail media and global Spring Festival couplet collection activities, enhancing the festive atmosphere and reinforcing the brand's presence during the New Year [7][8]. Group 4: Market Adaptation - The white liquor industry is undergoing a shift as the main consumer demographic transitions from older generations to younger ones, who prioritize emotional and experiential value over traditional social currency [6][8]. - Gujing Gongjiu's approach to intertwining cultural resonance with consumer experiences is establishing a unique mental barrier in the market, transforming the brand into a cultural symbol and emotional anchor for contemporary Chinese consumers [8].
中三省去年GDP总值达15.4万亿,产业竞争力显著提升
第一财经· 2026-02-04 12:43
Economic Performance - The total GDP of the "Central Triangle" formed by Hunan, Hubei, and Jiangxi reached 153,989.55 billion yuan in 2025, an increase of 6,543.09 billion yuan compared to 2024 [2] - Jiangxi's GDP was 36,020.0 billion yuan with a year-on-year growth of 5.2%, while Hubei's GDP was 62,660.90 billion yuan, growing by 5.5%. Hunan's GDP surpassed 55,000 billion yuan, reaching 55,308.65 billion yuan, with a growth rate of 4.8% [2] Industrial Competitiveness - Hubei's industrial competitiveness has significantly improved, with a comprehensive technology innovation index ranking 7th nationally and 1st in Central China. The industrial contribution to economic growth reached 36.1% [4] - Hunan's advanced manufacturing industry is projected to account for 51.7% of the manufacturing value added by 2025, with high-tech manufacturing growing by 11.2%, surpassing the national average by 1.8 percentage points [4] - Jiangxi's industrial value added grew by 7.5%, with key industries like automotive manufacturing and electronics showing significant growth rates of 21.5% and 12.9%, respectively [5] Consumer Market - The total retail sales of consumer goods in the three provinces reached 62,565.91 billion yuan, with Hubei at 27,938.62 billion yuan, Hunan at 21,204.59 billion yuan, and Jiangxi at 13,422.7 billion yuan [7] - Consumption policies, such as trade-in programs, have been effective in boosting demand, with significant growth in retail sales of smart devices and home appliances across the provinces [7][8] Foreign Trade - Hubei's total import and export value reached 834.01 billion yuan, growing by 18.2%, while Hunan's reached 541.41 billion yuan, increasing by 10.8%. Jiangxi's foreign trade totaled 482.3 billion yuan, with a growth of 2.7% [10] - Jiangxi's exports of high-tech products showed strong growth, with high-end equipment and electronic components increasing by 39.7% and 43.1%, respectively [10][11] - Hunan's electric vehicle exports saw a remarkable increase, with total automotive exports exceeding 30 billion yuan for the first time, reaching 33.84 billion yuan, a growth of 26.8% [10][11]
“黄金基本面本质是市场集体情绪,最具波动且难以预测”|专访胡捷
第一财经· 2026-02-04 12:43
2026.02. 04 本文字数:2370,阅读时长大约4分钟 作者 | 第一财经 冯迪凡 高雅 两周内,国际黄金现货价格走出天崩地裂模式。经历短期大涨大跌后,4日,国际现货黄金价格再度突破每盎司5000美元关口。 作为传统的避险资产,黄金现货价格大幅震荡的模式是否还适合普通投资者?利用黄金对冲通货膨胀的底层逻辑是否发生了改变? 为何美联储主席候选人的消息会触动贵金属价格大跌?在地缘动荡仍将大概率持续的可预见未来,要如何理解和把握黄金等非现金流资产? 美联储前高级经济学家、上海交通大学上海高级金融学院教授胡捷在接受第一财经记者专访时表示: "非现金流资产的定价本质上是由下一个买家的心 理预期决定的,而购买者的出现时机、价格预期又很大程度上受市场情绪驱动。" "若以极简的逻辑来概括,此类资产的基本面本质上就是市场集体情绪。由于缺乏内在现金流产出,此类资产转而锚定于市场情绪,而情绪恰恰是金融 市场中最具波动性且难以预测的。"他表示,"回顾本轮上涨的驱动力,地缘政治确实是核心诱因。 事实上,近几年的金价走势与美元流动性的相关性 已有所减弱。" 沃什提名黄金"受伤"背后逻辑 : 市场集体情绪 1月31日,美联储前理事 ...
松下宣布,裁员规模扩至1.2万人
第一财经· 2026-02-04 12:09
记者|王珍 编辑 |瑜见 2025年4月至12月,松下控股销售额同比下降8%至5.8837万亿日元,净利润同比减少57%至1252 亿日元。 2月4日,在松下控股举行的第三财季(2025年10-12月)财报发布会上,松下控股宣布,作为结构性 改革的一部分,公司决定将在日本及海外裁员规模从1万人提升至1.2万人,未来仍将坚持AI战略方 向。 ...