以下文章来源于金融八卦女频道 ，作者乌彦祖假正经 金融八卦女频道 . 有深度、有温度、有态度，在这里读懂财富。 紫金矿业老板陈景河应该高兴坏了，他本意就是利用这次分拆提高海外黄金业务的估值，多挣点钱，从 而破解当下 " 钱荒 " 。这下子，他算是心想事成了。 招股书显示，紫金黄金2022年到2024年，营收分别为18.18亿美元、22.62亿美元和29.90亿美元；净利润 则分别为2.90亿美元、3.22亿美元和6.21亿美元；毛利率分别为34.1%、26.2%、37.9%。 买人家一座矿，一榔头砸下去就是金沙，冶炼一下变金子，现在金价这么高，30%左右的毛利率是不是 有点偏低啊？ 金融领域，黄金是避险资产，也是资本的工具。 近期，"紫金黄金"向港交所主板提交招股书，黄金资本市场将迎来一员悍将。紫金黄金不是横空出世的 品牌，是从A股企业紫金矿业分拆出来单独上市的。 从肉上割一部分装到另一个盘子，紫金矿业不但没有受影响，7月3日还创出历史新高，达20.49元/股， 市值接近5400亿。 紫金矿业老板陈景河应该高兴坏了，他本意就是利用这次分拆提高海外黄金业务的估值，多挣点钱，从 而破解当下"钱荒"。这下子，他算是 ...

Core Viewpoint - The article emphasizes the importance of Chinese companies, particularly Gree Electric Appliances, in the global market and highlights the company's commitment to innovation and quality over mere scale [1][2]. Group 1: Gree Electric Appliances' Market Position - Gree is recognized as the leading brand in air conditioning, with a significant market presence, while other product categories like refrigerators and washing machines do not necessarily have Chinese brands at the top [1]. - Gree's recent business performance shows a 24% increase in ice washing products and over 40% in water purification products [1]. - The company has successfully maintained a high-end market position without engaging in price wars, focusing instead on technological advancements [1][3]. Group 2: Leadership and Corporate Culture - Gree's corporate culture emphasizes loyalty, hard work, and a commitment to societal contributions, rejecting labels such as "returnees" or "elite" in favor of a focus on practical skills and dedication [2]. - The leadership of Dong Mingzhu is portrayed as transformative, creating a thriving environment for the industry rather than a barren one [1][2]. Group 3: Profitability and Industry Impact - Gree achieves over 13% net profit in overseas markets, which sets a benchmark for other air conditioning companies, enabling them to reach close to 10% net profit [3]. - The article suggests that the overall profitability of the air conditioning industry is significantly supported by Gree's market strategies and performance [3].

当全球品鉴师都在追寻那抹琥珀色的灵魂，你是否还停留在千篇一律的烈酒江湖？ 有人豪饮茅台彰显身份，智者早已执掌水楢桶的鎏金密钥——在东京银座顶流圈层，一瓶刻着富士山纹 路的鎏金液体，正以横扫98项国际金奖的姿态，重新定义亚洲威士忌的权力版图。 这不是普通的酒精博弈，而是穿透百年匠心的液态艺术品。 当比利时王室宴会厅的灯光映照着鎏金酒标，当米其林三星主厨为它预留酒柜C位，一个颠覆认知的真 相浮出水面： 真正懂行的饮家，早已把"樱仓18年"刻进了自己的味觉基因。 酒圈经常流传一句话， 懂得喝威士忌的人，才懂得享受真正的人生 ！ 威士忌，不仅仅在西方被称为"男人酒桌上的灵魂"。 在日本国内，更是高贵的象征，外出宴会如果带上一瓶威士忌，往酒桌一放，档次瞬间就上来了，你也 将成为众人的焦点。 尤其是在东京银座的纸醉金迷中，威士忌总是被放在了酒柜架顶部， 它更像是 日本权贵名流的奢侈 品，是名流场合的社交工具 ！ 经常有人说，威士忌是男人的香水。 现在，威士忌不仅是男性专属，也可以是女性优雅的象征！ 今天小编就要给大家推荐一款 日本原瓶进口【樱仓18窖藏日本威士忌】 。 不仅是日本权贵在喝，更是凭借其精湛的技艺和卓越的品质 ...

01 我国低空经济发展的战略蓝图 低空经济作为新兴的综合性经济形态，以低空空域为依托，涵盖有人驾驶和无人驾驶航空器的各类低空 飞行活动，并带动相关领域的深度融合发展。2023年，我国低空经济市场规模突破5000亿元大关，达到 5059.5亿元，增长率高达33.8%。根据中国民航局预测，到2025年，我国低空经济的市场规模将达到1.5 万亿元，到2035年更有望达到3.5万亿元。在无人机研发设计、装备制造及新一代通信技术等领域，我 国已跻身全球领先行列。截至2024年底,全行业注册无人机共217.7万架,比上年底增长98.5%；企业、事 业、机关等法人登记用户9.8万个，培育出大疆、小鹏汇天等一批具有国际影响力的民用无人机龙头企 业。我国在电池、航空材料和飞行控制系统等细分领域掌握全球领先技术，而5G、人工智能、卫星通 信等先进技术的应用，为低空经济发展注入强劲动力。 无人机服务规模化引领中国低空经济新纪元 从政策层面来看，国家对低空经济的支持力度持续加码，政策体系日臻完善。2021年2月，中共中央、 国务院印发的《国家综合立体交通网规划纲要》首次将"低空经济"纳入国家规划，标志着其正式上升为 国家战略。此后， ...

Core Viewpoint - The article discusses a legal dispute between Tianqi Materials and Yongtai Technology regarding alleged trade secret infringement, with Tianqi seeking compensation of 887 million yuan and legal fees of 1.15 million yuan [1][4]. Group 1: Legal Dispute Details - Tianqi Materials' subsidiary, Jiujiang Tianqi, has filed a lawsuit against twelve defendants, including Yongtai Technology, for trade secret infringement [1][3]. - The lawsuit claims that the defendants, particularly Li Sheng, who previously worked at Jiujiang Tianqi, used proprietary technology in Yongtai's production processes after leaving the company [3][4]. - Tianqi's demands include stopping the infringement, destroying related production equipment, and public apologies from the defendants [4]. Group 2: Financial Implications - The claimed compensation of 887 million yuan is significant for both companies, impacting their financial health [9]. - In 2024, Yongtai Technology reported a net loss of 478 million yuan, while Tianqi Materials achieved a net profit of 484 million yuan [10]. - As of Q1 2025, Yongtai's cash reserves were only 595 million yuan, with accounts receivable nearing 1.2 billion yuan, indicating potential financial strain from the lawsuit [10]. Group 3: Market Reaction - The stock market has reacted to the news, with Yongtai Technology's share price dropping by 1.94% to 12.16 yuan, while Tianqi Materials' share price increased by 4.18% to 18.95 yuan [10].

Core Viewpoint - The article discusses the financial struggles of Guanghui Energy and its owner, Sun Guangxin, highlighting recent asset sales and the implications for his wealth and the company's future [2][19]. Group 1: Asset Sales and Financial Maneuvering - Guanghui Energy sold its 20.74% stake in Xinjiang Alloy Investment Co., Ltd. for approximately 599 million yuan, marking a significant cash-out move [2][5]. - The company originally acquired the stake for about 750 million yuan, intending to use it for a backdoor listing, but has now incurred a loss of over 200 million yuan on this investment [5][7]. - In addition to selling Alloy Investment, Guanghui Energy also transferred 15.03% of its shares to Fude Life Insurance and Shenzhen Fude Jinrong for a total of 6.2 billion yuan, reducing its stake to 20.06% [8][9]. Group 2: Dividend Concerns - Guanghui Energy's market value has dropped from nearly 100 billion yuan in September 2022 to below 40 billion yuan currently, raising concerns among investors about dividend payments [10][12]. - The company has consistently paid dividends exceeding 10% since 2021, with total dividends amounting to approximately 16.3 billion yuan. However, the payout ratio has increased significantly, reaching 134.27% of net profit in 2024 [13][14]. - The company's net profit is projected to decline to 296 million yuan in 2024, while it plans to distribute nearly 4 billion yuan in dividends, leading to questions about the sustainability of such payouts [13][14]. Group 3: Financial Health and Future Outlook - Guanghui Energy's revenue for 2023 was 61.475 billion yuan, with a net profit of 5.173 billion yuan, reflecting a year-on-year decline of 54.5% [14]. - The company faces significant short-term liabilities, with current liabilities reaching 21.745 billion yuan, including short-term loans of 9.698 billion yuan [8][14]. - The article suggests that Guanghui Energy's reliance on traditional energy sources may face challenges as the market shifts towards green energy, potentially impacting future revenue [22][23].

Core Viewpoint - The article highlights the success story of a small barbecue shop in Changzhou, which gained unexpected popularity after sponsoring a local sports event, showcasing the potential of grassroots businesses in a supportive economic environment [2][4][29]. Group 1: Business Environment - The barbecue shop, "Dongha," is located in a modest setting within a hardware market, contrasting with the high-profile sponsors of the local sports league, which include major brands like JD.com and Jiangsu Bank [2][3]. - The sponsorship cost for the shop was 100,000 RMB, a significant investment for a small business, yet it received equal treatment alongside larger sponsors during the event [2][4]. - The local government and departments provided support during the shop's surge in popularity, demonstrating a collaborative approach to fostering small businesses [10][29]. Group 2: Business Growth and Challenges - Following the sponsorship, the shop experienced a dramatic increase in customer traffic, with previously late-night sales now peaking much earlier, leading to operational challenges [10][11]. - The owner expressed concerns about maintaining customer satisfaction amidst the chaos of increased demand, highlighting the pressures faced by small businesses during rapid growth [11][30]. - The shop's success is attributed to its commitment to quality, using fresh ingredients and maintaining a focus on customer experience despite the lack of sophisticated business practices [22][23]. Group 3: Personal Journey and Community Impact - The owner transitioned from a background in education and previous failed ventures to running the barbecue shop, reflecting resilience and adaptability in the face of challenges [24][25]. - The shop has become a community hub, providing opportunities for local workers and fostering a sense of belonging among diverse individuals [32][33]. - The owner emphasizes the importance of giving back to the community, as seen in their support for local sports and initiatives, reinforcing the idea that small businesses can have a significant social impact [28][29].

Market Performance - The major U.S. stock indices showed mixed results, with the Dow Jones slightly down by 0.02%, while the S&P 500 and Nasdaq reached new historical closing highs, increasing by 0.47% and 0.94% respectively [1] - Large tech stocks rebounded, with Tesla and Oracle both rising over 5%, while Nvidia and Apple increased by more than 2% [1] - Marvell Technology saw a decline of over 2.5% due to reports of Microsoft scaling back its ambitions in AI chip development [1] Trade Agreement with Vietnam - Former President Trump announced a trade agreement with Vietnam, imposing a 20% tariff on goods imported from Vietnam, which is an increase from the current 10% [2] - The agreement includes a higher 40% tariff on goods that are transshipped through Vietnam from other countries [2] - Vietnam has agreed to eliminate tariffs on U.S. products, effectively opening its market to U.S. exports [2] Employment Data and Federal Reserve Outlook - ADP employment data revealed a decrease of 33,000 jobs in the private sector for June, marking the largest decline since March 2023, contrasting with an expected increase of 98,000 jobs [3] - The report indicated a rise in goods-producing jobs by 32,000, while service-providing jobs fell by 66,000, particularly in professional services, education, health services, and financial services [3] - Following the ADP report, the likelihood of a Federal Reserve rate cut in July increased to approximately 23%, up from 20% the previous day, with traders betting on at least two rate cuts by the end of 2025 [4]

但据九派新闻， 记者致电牛约堡厦门林后店， 一工作人员表示，网上反映的情况不属实，门店 正常营业 。其称，门店刚开业不久，算是规模比较大的门店，有堂食。记者致电牛约堡禾祥西路 店未果。 牛约堡全国客服热线工作人员回应称，无法判断报道内容是否属实，正在核实处理，如果检查出 来有问题，会罚款 。 其称，所报道内容可能性不大，因为每天都有监控查看门店操作规范，也会安排区域经理每周巡 店，有不对的情况会要求整改。该工作人员同时表示，卫生检查会按照QS标准，食材保质期也在 检查范围内。 厦门市市场监督管理局一工作人员回复表示，会安排具体工作人员答复具体情况 。 这并不是牛约堡第一次被曝光食品安全问题。2024年，牛约堡的 食品安全问题也引发网友热 议，有媒体报道以"30多块的牛约堡档口老鼠遍地跑"为题，报道了宁波一家"牛约堡"汉堡店厨房 监控中出现老鼠身影。 知名汉堡品牌牛约堡，又被曝出食品卫生问题。 7月2日，据福建电视台报道，福建厦门牛约堡林后店后厨中有多种食材裸露，多只蟑螂到处爬行。 在门店过道处，记者发现了两箱尚未开封的面包胚。箱体标签显示，这批面包胚生产日期为2025 年6月1日，标注"常温保质期10天"，而 ...

Group 1 - The forum aimed to provide a high-end platform for Chinese companies to tackle challenges in going global amidst deep restructuring of global supply chains [1] - The discussion highlighted the importance of understanding the dynamics of US-China relations and the implications for Chinese enterprises seeking to expand internationally [1][2] Group 2 - The concept of the Thucydides Trap was debated, with experts arguing that a direct conflict between China and the US is unlikely due to the catastrophic consequences of war [2] - The US is perceived to be haunted by two nightmares: the fear of China surpassing it and the fear that a powerful China would seek global dominance, which experts argue is unfounded [3] Group 3 - Chinese companies are encouraged to champion free trade as a means to secure their international presence, contrasting with the US's recent shift away from free trade principles [3][4] - The trade volume between China and the US has significantly increased over the past two decades, indicating a complex interdependence that is difficult to alter [4] Group 4 - The ongoing tariff war initiated by the US is viewed as ultimately self-defeating, as tariffs are primarily borne by American consumers rather than foreign entities [4] - Chinese companies are urged to capitalize on the current situation, as losing the trade war could jeopardize decades of economic progress [4] Group 5 - Chinese enterprises are advised to adopt a more strategic approach to international expansion, learning from successful foreign companies operating in China [5] - Successful international ventures require understanding local markets and consumer preferences, as demonstrated by the examples of Chinese food brands adapting to foreign tastes [5] Group 6 - The overarching message is for China to focus on internal development and stability while contributing positively to global trade and economic cooperation [6] - Emphasizing the importance of maintaining a strong domestic foundation, the experts advocate for a steady and cautious approach to international engagement [6]