凤凰网财经《公司研究院》 近日，中国核电发布2024年年报及2025年Q1业绩。 根据年报，中国核电总营业收入772.72亿元，同比增长3.09%；不过归母净利润出现了大幅下滑，为 87.77亿元，同比减少17.38%。 随着电力市场化，全国新型电力系统加快建设，国内的核电市场也正经历从"政府定价、保障消纳"向市 场竞争的转型。 在此背景下，主要将核能发电再将电卖给千家万户的中国核电，在市场化竞争和新能源的扩张中，正面 临着利润下滑的压力。截止到5月12日，中国核电股价为9.38元/股，总市值1927亿元。 01 激进布局新能源 增收不增利 2024年，中国核电的累计发电量为2163亿千瓦时，同比增长3.09%，上网电量为2039亿千瓦时，同比增 长3.28%。 这其中，核电发电量为1831亿千瓦时，占总发电量的85%，依旧是大头，不过相比于2023年，不论是发 电量还是上网电量，同比均下滑了1.8%。 在核电利用小时数与运行稳定性方面，2024年出现了下滑。2024年，中国核电机组平均能力因子为 91.11%，较2023年的93.30%略有下降；2024年平均利用小时数为7710小时，较2023年的7852 ...

要问什么职业最需要经常住酒店？那一定是明星了，因为工作的原因，他们不得不常年漂泊在 外地，所以住酒店也就成为了常事。 那么，什么样的酒店才符合明星们那高贵的身份呢？除了有特殊赞助的酒店外，大部分明星都 愿意选择 希尔顿酒店 。 一般的希尔顿酒店都是五星级的，少部分更是超五星级的，其奢华程度不言而喻。 不过，大多数有钱 人愿意入住希尔顿，并不是因为其酒店奢华， 而是因为它家的枕头。 因为人的颈部曲线复杂，并不是直愣愣的一条线。 软硬适中 贴合颈部，枕着它睡觉，轻柔舒适 就像枕着云睡觉一样！整个头部和颈椎都很放松！ 不到50块，天天睡希尔顿！ 而且 有人喜欢枕高枕头，也有人喜欢枕低枕 头， 普通的枕头，很难给到我们360°无死角的支 撑。 更别说，大多数人睡觉，都不止一种姿势。 而希尔顿酒店的枕头设计得非常巧妙！ 巧妙之处就在于"千人千面"，几乎每个人都可以睡到适合自己的高度，枕在上面，超舒 服，让 人有一种根本不想起床的感觉～ 作为一名对床品挑剔，认枕头的人，给大家强烈推荐这款 【SLEEP KEEPER睡眠管家】 R标 希 尔顿联名康尔馨高端款枕芯——云柔枕！ 怎么给大家描述呢？ 那支撑力、回弹力，就像为脖子 ...

Core Viewpoint - The release of the "Joint Statement on China-US Geneva Economic and Trade Talks" has led to significant market reactions, with major indices experiencing substantial gains. Group 1: Market Reactions - The A50 index surged over 2%, while the Hang Seng Technology Index rose more than 5%, and the Hang Seng Index increased by over 3% following the announcement [1]. - In the US, Nasdaq futures, S&P futures, and Dow futures rose by 3.62%, 2.81%, and 2.02% respectively [2]. Group 2: Stock Performance - Apple-related stocks saw notable increases, with Sunny Optical Technology rising over 16%, GoerTek up 18%, AAC Technologies increasing by 15%, and Q Tech rising by 13% [1]. Group 3: Commodity Movements - Concurrently, gold prices experienced a sharp decline, dropping nearly 3% [5].

Core Viewpoint - The recent incident involving a consumer finding a bloodied band-aid in a rice dumpling purchased from Lai Yi Fen has raised significant concerns about food safety and quality control within the company and its supplier, Wu Fang Zhai, especially with the upcoming Dragon Boat Festival [1][7][9]. Group 1: Incident Details - A consumer reported finding a bloodied band-aid in a Lai Yi Fen rice dumpling, leading to widespread outrage and calls for accountability [1]. - The implicated product is identified as Lai Yi Fen's honey date rice dumpling, which is part of their "Gao Zong" series, reportedly produced by Wu Fang Zhai [3][7]. - Lai Yi Fen's customer service has acknowledged the issue and stated that it is under investigation, while Wu Fang Zhai is also verifying the situation [6]. Group 2: Company Background and Market Position - Lai Yi Fen, established in 1999 and listed in 2016, is a leading player in the snack food industry, with a market capitalization of 4.428 billion yuan as of May 9, 2024 [1][7]. - Wu Fang Zhai, known as the "King of Rice Dumplings," held a market share of 37% in 2021, significantly surpassing competitors [7]. Group 3: Quality Control Issues - Lai Yi Fen's reliance on a contract manufacturing model has led to challenges in quality control, which has been a recurring issue for the company [9][11]. - Historical complaints about Lai Yi Fen's products include reports of foreign objects such as staples and hair, which have previously affected its IPO process and brand reputation [9][11]. - The company has implemented a comprehensive quality control system, but the extensive number of contract manufacturers makes it difficult to ensure consistent quality across all products [11][12]. Group 4: Financial Performance and Market Reaction - Lai Yi Fen's financial performance has been declining, with a reported revenue of 3.37 billion yuan in 2024, down 15.25% year-on-year, and a net loss of 75.26 million yuan [13][14]. - The company's stock price has dropped 46% from its peak of 24.6 yuan in January 2025 to 13.24 yuan by May 9, 2024, reflecting market skepticism about its ability to transform and address ongoing quality issues [15][16]. Group 5: Future Challenges and Strategic Shifts - Lai Yi Fen is attempting to pivot towards a "lifestyle convenience store" model, which demands even higher food safety standards [12][16]. - The company faces a significant trust crisis among consumers, which could hinder its efforts to innovate and regain market confidence [17].

Core Viewpoint - The announcement regarding the divorce and asset division between the controlling shareholders of Zhu Cheng Technology has led to significant market reactions, including a notable drop in stock price despite assurances that there would be no change in control or ownership structure [2][3]. Shareholder Changes - The divorce resulted in Zhang Jianchun transferring 8,767,500 shares to Shi Lefen, reducing his direct holding from 19.23% to 12.82%, while Shi Lefen's holding increased from 6.41% to 12.82% [5][4]. - Following the announcement, Zhu Cheng Technology's stock price fell to 40.55 yuan per share, representing a decline of 6.76% and a total market capitalization of approximately 55.46 billion yuan [2][5]. Company Background - Zhu Cheng Technology was established from Wenzhou Zhu Cheng Electric Co., Ltd., with Zhang Jianchun as the founder and current chairman, and Shi Lefen serving as a board member and secretary [5][6]. - The company specializes in the research, production, and sales of electronic connectors, with applications in consumer electronics, automotive, and renewable energy sectors [8][9]. Financial Performance - Zhu Cheng Technology has shown consistent revenue growth since its listing, with revenues of approximately 10.44 billion yuan in 2022, projected to reach 16.03 billion yuan by 2024. Net profits are expected to grow from 1.1 billion yuan in 2022 to 1.86 billion yuan in 2024 [9]. - The company plans to pursue mergers and acquisitions to expand production capacity and enhance its product offerings, aiming for a dual-driven strategy in its core and new business areas over the next 3 to 5 years [9]. Shareholder Structure - As of the latest data, the direct and indirect shareholding of the four main shareholders (Zhang Jianchun, Shi Lefen, Zhang Jiandao, and Shi Shile) collectively accounts for a significant portion of Zhu Cheng Technology's equity [6][4].

Core Viewpoint - The rising popularity and price of "pull-apart film" (撕拉片) in the photography market is driven by its scarcity, social media influence, and nostalgia among younger consumers, leading to significant price increases in both the secondary market and photography services [2][6][7]. Group 1: Price Trends and Market Dynamics - The price of Fuji FP-100C color pull-apart film has surged to between 1400 yuan and 3300 yuan per box (10 sheets), which is at least 20 times higher than its pre-production price of 70 yuan per box [6][9]. - The price for taking a single pull-apart film photo in studios ranges from 230 yuan to 600 yuan, depending on the type of camera and additional services offered [9][11]. - The scarcity of pull-apart film, due to its discontinuation by major manufacturers like Polaroid and Fuji, has led to increased demand and higher prices in the second-hand market [6][10]. Group 2: Consumer Behavior and Market Influence - Social media has played a crucial role in popularizing pull-apart film, with its unique imaging effects attracting a younger audience and creating a retro trend [7][12]. - The target demographic for pull-apart film photography primarily includes students and young adults aged 20 to 40, often influenced by celebrity trends [12][16]. - The emotional and nostalgic value associated with expired pull-apart film contributes to its appeal, as many collectors and photography enthusiasts are willing to pay premium prices [6][12]. Group 3: Equipment and Quality Concerns - The price of pull-apart film cameras has also increased, with models like the Polaroid BigShot rising from around 1000-1600 yuan to approximately 4000 yuan [16][17]. - Users have reported varying quality in images due to the use of expired film, leading to a notable waste rate, which studios often communicate to customers beforehand [15][16]. - Professional-grade pull-apart film cameras are seen as a better investment due to their potential for future use with other film types, even if pull-apart film becomes unavailable [17].

以下文章来源于智谷趋势Trend ，作者无疆 智谷趋势Trend . 新中产的首席财富顾问 来源丨智谷趋势 刚刚过去的五一假期，几乎所有景区，外国人的身影都在增加。 携程数据显示，五一假期入境游订单量同比增长130%。支付宝平台数据显示，假期前三天， 入境游客用支付宝消费金额同比去年增长180%。 事实上，从去年开始，外国人就在拼命涌入中国。韩国人，打飞的到中国过周末，"张家界的 山上长满了韩国人"冲上热搜；泰国人，挤爆了重庆；上海，更是接纳了超过670万外国人，遍 布大街小巷…… 这，是什么信号？ 01 泰国赴华游客数量增长三倍 如果你在一座旅游城市，听到满街的"萨瓦迪卡""卡彭卡"，那未必是在曼谷、清迈，也可能在 中国重庆。 当国内中产集体奔赴泰国打卡时，泰国帅哥美女们偷偷地来到了中国逛吃逛吃，首选城市便是 重庆。 自从去年3月中泰互免签证之后，仅仅一个月时间，登记临住的来渝泰国人近2万人次， 同比 增长15倍多。 截至2024年年底， 泰国赴华的游客数量较去年增长三倍。 对于泰国人而言，来重庆最重要的四件事儿—— 轻轨、吃辣、卤鹅、追星 。 据说，他们打卡的既定流程是： 第一站，乘坐轻轨到达二号线李子坝 ...

以下文章来源于Tech星球 ，作者林京 Tech星球 . 张月最开始只是利用下班时间兼职做拆卡直播，晚上是流量最高的节点，爱好拆卡的用户这时 也才有充裕的时间进来直播间。 Tech星球，聚焦互联网前沿科技和新商业。 来源丨Tech星球 热衷于购买卡片、徽章等热门IP周边产品的年轻人，除了带火线下众多 " 谷子 "（ 在二次元文 化中是指动漫、游戏等版权作品衍生的周边产品，源自英文"Goods"即商品的谐音 ） 店，还 有线上直播间。 其中，单包价格在2元、5元和10元的卡牌，在直播间里最为火爆。 作为卡牌头部企业，近期在港交所更新招股书的卡游， 2022年至2024年分别实现了41.31亿 元、26.62亿元和100.57亿元的营业收入。 卡游不仅和潮玩头部企业泡泡玛特一样，突破百亿营收，甚至赚钱能力还更胜前者一筹，2024 年卡游经调整净利润为44.66亿元，高于泡泡玛特的34.03亿元。 但与上游企业不断攀升的业绩不同，作为卡牌生意的售卖渠道之一，拆卡直播间，却正在批量 倒闭。 社交平台上，各种清仓甩卖、倒闭字眼的拆卡直播间屡见不鲜。一位业内人士向Tech星球透 露，每天都有100多家拆卡直播间倒下，除了 ...

世间珍宝何其多，要说哪种宝石更能够体现女性自信优雅的强大气质？ 那我一定毫不犹豫选—— 祖母绿 ！ 作为 「四大名贵宝石」之一、绿宝石之王 ，祖母绿拥有无可比拟的翠绿之色。 如一泓湖水静流，柔和又浓艳，有着沁人心脾的高贵感。 祖母绿不仅是 历代尊贵女性的身份象征， 现在也是 明星名媛出席重要活动的标配！ 不过，天然祖母绿价格相当昂贵， 动辄几万、十几万，真不是咱普通人能随便拥有的！ 退一步说，就算咱咬咬牙花个几万买回来小小一颗祖母绿， 平时多半也是供着，根本舍不得戴 啊 —— 祖母绿是很脆弱的宝石， 万一磕着碰着有了划痕，或是不小心搞丢了，得肉痛死！ ▼ 选用 上乘哥伦比亚天然祖母绿晶种培育 ，质感非常优秀！ 我戴着去店里悄咪咪对比了， 肉眼根本瞧不出差别～ 关键是 连大克拉价格都相当亲民！ 至低只要 99元起 ， 花个一两百、两三百，就能圆"大克拉之梦"！ 玖钻也是咱老朋友了，之前他家莫桑钻卖得超级火爆，大家都很喜欢， 好评和回购就没间断 过。 镶有11颗哥伦比亚梨形祖母绿宝石王冠 创下了祖母绿王冠的拍卖记录 | | | | | | 1 | | | | --- | --- | --- | --- | --- ...

Core Viewpoint - The article discusses the ongoing bankruptcy crisis in the U.S. solar industry, highlighting Sunnova's impending bankruptcy as a significant event following the previous bankruptcy of Sunpower. Sunnova's financial struggles stem from a combination of high debt, operational losses, and adverse market conditions [1]. Group 1: Sunnova's Financial History - Sunnova, founded in 2012, became a capital darling, raising over $900 million through multiple funding rounds before going public in 2019, achieving a peak market value of $6 billion [2][3]. - Despite rapid revenue growth from $132 million in 2019 to an expected $840 million in 2024, Sunnova has never turned a profit, accumulating losses exceeding $1.5 billion since its IPO [4][3]. Group 2: Business Model and Funding Mechanism - Sunnova operates under an "Energy as a Service" (EaaS) model, allowing customers to install solar systems with no upfront costs, instead paying monthly fees under long-term contracts [6][5]. - To finance its operations, Sunnova packages its solar systems into asset-backed securities (ABS) and utilizes tax equity funds, with 70% of its funding coming from ABS and debt financing, and 30% from tax credit funds [8][7]. Group 3: Market Challenges and Risks - The company faces significant challenges due to rising interest rates, which have made ABS less attractive and increased its debt servicing costs, with interest payments consuming 25% of its total revenue in 2024 [11][10]. - Policy changes in California have led to a 47% drop in solar installation applications, resulting in a projected $140 million loss in expected revenue for Sunnova in 2024 [11][10]. - The overall U.S. solar market is experiencing a downturn, with a projected 12% decline in installations in 2024, contributing to a wave of bankruptcies among solar companies [13][12].