9月22日，外交部发言人郭嘉昆主持例行记者会。 在回答涉TikTok问题时，郭嘉昆表示，中方在TikTok问题上的立场是清楚的，中国政府尊重企业意 愿，乐见企业在符合市场规则基础上做好商业谈判，达成符合中国法律法规、利益平衡的解决方案。 希望美方为中国企业到美国投资提供开放、公平、非歧视的营商环境。 来源丨央视新闻 编辑丨曾静娇 SFC ...

时隔近一年，金融管理部门"一把手"再次出席同场新闻发布会。 9月22日下午3时，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会，中 国人民银行行长潘功胜，金融监管总局局长李云泽，中国证监会主席吴清，中国人民银行副行 长、国家外汇局局长朱鹤新介绍"十四五"时期金融业发展成就，并答记者问。 潘功胜回应美联储降息 潘功胜回应美联储降息时说， 中国货币政策坚持以为我主、兼顾内外平衡 ，往后看，我们将 根据宏观经济运行情况和形势变化，综合应用多种货币政策工具保证流动性充裕。 发布会上，金融管理部门"一把手"在答记者问中释放了不少重磅信息，发布会要点梳理如下。 央行行长潘功 胜： 今日发布会不涉及短期政策调整 我国银行业总资产位居世界第一 潘功胜介绍，"十四五"期间，我国金融事业取得新的重大成就。 截至今年6月末， 我国银行业总资产近470万亿元，位居世界第一 ；股票、债券市场规模位居 世界第二；外汇储备规模连续20年位居世界第一。同时，我国在绿色金融、普惠金融、数字金 融等方面走在世界前列，基本建成多渠道、广覆盖、安全高效的人民币跨境支付清算网络，移 动支付处于国际领先水平。 "十四五"期间科技型中 ...

Core Viewpoint - The article discusses the impact of Typhoon "Haikashan" on Guangdong province, highlighting the severe weather conditions and the resulting disruptions to transportation and education systems. Group 1: Typhoon Impact on Transportation - All high-speed and regular trains in Guangdong province will be suspended on September 24 due to the typhoon's impact [1][4] - The railway department has adjusted train operation plans based on the typhoon's dynamics and impact range, with updates available on the 12306 website [1][4] - Train delays are expected, and passengers can receive full refunds for canceled tickets without any fees within 30 days of the scheduled travel date [1] Group 2: Educational and Work Disruptions - Multiple cities in Guangdong, including Zhuhai and Jiangmen, have announced full-day school closures on September 23 and 24, implementing "Five Stops" measures (suspending classes, work, production, transportation, and business) [2][3][6] - The city of Dongguan will also implement "Five Stops" measures starting from September 22 [5] - Residents are advised to prepare for potential disruptions and stay updated on weather alerts [5][6] Group 3: Weather Forecast and Preparedness - Typhoon "Haikashan" is expected to bring strong winds and heavy rainfall, with the most significant impact anticipated from September 24 to 25 [3][5] - Local authorities are urging citizens to secure their homes and prepare emergency supplies in anticipation of severe weather conditions [5]

Market Overview - The A-share market experienced fluctuations on September 22, with all three major indices closing higher; the Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index increased by 0.67%, and the ChiNext Index gained 0.55% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.12 trillion yuan, a decrease of 202.3 billion yuan compared to the previous trading day [1] Sector Performance - The consumer electronics sector showed significant activity, with Luxshare Precision hitting the daily limit, and other companies like Lens Technology and GoerTek rising over 7% [4][5] - The financial technology and brokerage sectors strengthened towards the end of the trading day, with notable gains in stocks such as Guosheng Financial Holdings, which rose nearly 8% [8] Consumer Electronics Sector - The consumer electronics sector is entering a peak season, with strong performance from companies like Luxshare Precision and reports of Meta's new smart glasses and Apple's increased production of the iPhone 17 [5] - OpenAI is reportedly collaborating with Luxshare Precision on a consumer-grade device, although Luxshare has not confirmed this [5] Moer Thread Concept Stocks - Stocks related to the Moer Thread concept surged, with several companies like Honglida and Chuling Information hitting the daily limit [6][7] Gold and Cryptocurrency Market - Spot gold prices reached a new high, surpassing $3700 per ounce, with a reported increase of over 0.7% [9][11] - The cryptocurrency market saw a sharp decline, with Ethereum dropping over 9% and Bitcoin falling more than 2.5% [12][13] - Over 400,000 individuals experienced liquidation in the cryptocurrency market, with total liquidation amounts nearing $1.7 billion [14]

Core Viewpoint - The article highlights the entrepreneurial journey of Huang Hongsheng, the founder of Skyworth Group, emphasizing his transitions from a lumberjack to a successful entrepreneur in the home appliance industry and his current ventures into solar energy and electric vehicles, showcasing resilience and innovation in the face of industry challenges [2][4][14]. Group 1: Entrepreneurial Journey - Huang Hongsheng, one of the "Three Swordsmen of South China University of Technology," started his career in 1988 selling remote controls in Huaqiangbei, which laid the foundation for the creation of Skyworth [2][4]. - In 1992, Skyworth began manufacturing complete television sets, leading to its listing on the Hong Kong Stock Exchange in 2000, marking a significant milestone in the home appliance sector [7][8]. - Despite facing challenges post-2000, including team departures and declining revenues, Huang led the company through a restructuring phase, emphasizing the marathon-like nature of manufacturing [7][8]. Group 2: Expansion into New Industries - In 2019, Skyworth ventured into the photovoltaic solar energy sector, leveraging its existing channels and brand recognition, achieving over 10 billion yuan in revenue within three years [9][10]. - By the first half of 2025, the revenue from the solar energy business reached 13.8 billion yuan, a 54% year-on-year increase, constituting nearly 40% of the company's total revenue [9][10]. - The company is also entering the electric vehicle market, with Huang describing this as a "second entrepreneurial journey," focusing on health and smart driving technologies [10][12]. Group 3: Innovation and Resilience - The article emphasizes the importance of innovation in Shenzhen's development, with Huang's continuous efforts reflecting the spirit of entrepreneurship in the region [13][14]. - At 70 years old, Huang remains actively involved in the business, working over 15 hours a day, demonstrating a strong drive and commitment to innovation [13][14]. - The narrative illustrates the broader context of China's manufacturing evolution, highlighting the challenges and opportunities faced by entrepreneurs like Huang in adapting to market changes [10][12].

记者 | 林健民 编辑 | 叶映橙 9月22日，比亚迪股份（01211.HK）低开，截至14点05分，报109.4港元/股，跌3.61%。消息面上，"巴菲特清仓比亚迪"话题登上微博热搜， 引发广泛关注。 对此，9月22日上午，比亚迪集团品牌及公关处总经理李云飞发文回应称，2022年8月，伯克希尔开始陆续减持其于2008年购买的公司股票，去 年6月其持股就已在5%以下了。"股票投资，有买就有卖，这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可，也感谢过去17年的投资、帮 助和陪伴，为所有的长期主义点赞。" 关于投资比亚迪的经过，巴菲特在2017年的一次采访中，评价王传福"有非常多的伟大的想法，并且他也非常擅长把这些想法变为现实。" 他回忆道："有一天查理·芒格打电话给我说：我们必须投资比亚迪，王传福比爱迪生更厉害。我说，凭这一点还不足以投资比亚迪。查理说， 王传福是爱迪生与比亚迪的结合体。我说，好吧，你对比亚迪的喜爱越来越热烈了，但还不足以让我投资。不管怎样，查理坚持要买比亚 迪。" 公开消息显示，2008年9月26日，在芒格的积极推动下，巴菲特通过伯克希尔·哈撒韦旗下的中美能源公司以每股8港元的价格认购了2. ...

Core Viewpoint - The article discusses a two-month special campaign initiated by the Central Cyberspace Administration of China to address and rectify negative emotions online, including incitement of extreme group opposition, promotion of panic and anxiety, and encouragement of online violence and pessimism [1][2][3][4][5]. Group 1: Issues Addressed - The campaign focuses on rectifying the incitement of extreme group opposition, particularly through the manipulation of social identity tags and the encouragement of aggressive behavior among fan groups [1]. - It aims to combat the spread of panic and anxiety by addressing the malicious fabrication and dissemination of false information regarding public safety incidents [2]. - The initiative targets the propagation of rumors and conspiracy theories related to economic and social issues, often using fabricated identities to sell anxiety-driven content [3]. Group 2: Online Violence and Negativity - The campaign seeks to eliminate the glorification of violence, including the promotion of violent acts through scripted scenarios and the sharing of graphic content [4]. - It addresses the over-exaggeration of negative sentiments, such as the promotion of nihilistic views on effort and education, which can lead to a culture of despair [5]. - The Central Cyberspace Administration emphasizes the need for strict enforcement against problematic websites and accounts, urging platforms to conduct self-assessments and rectify issues [5].

Core Viewpoint - The rise of hard discount supermarkets is becoming a new trend in the retail sector, with major players like Hema, Meituan, and JD entering the market, leading to increased competition against established giants like Aldi [1][2]. Group 1: Market Dynamics - Hard discount supermarkets are characterized by "everyday low prices," focusing on cost efficiency and a limited selection of high-demand products [5][6]. - The global discount retail channel is projected to grow by 8.2% in 2024, while China's penetration rate is only 8%, indicating significant growth potential compared to mature markets like Germany (42%) and Japan (31%) [2][6]. - The compound annual growth rate (CAGR) for China's hard discount sector is expected to reach 5.6% over the next decade, slightly higher than the 5.5% for convenience stores [2]. Group 2: Competitive Landscape - Hema's "Super Box" has opened nearly 300 stores in just over two years, while Aldi has established 76 stores across China, indicating a rapid expansion in the hard discount segment [6][5]. - The competition is not just about pricing; it also involves supply chain efficiency and the ability to cater to local consumer preferences [6][7]. - Major platforms like Hema, JD, and Meituan leverage user data to optimize product offerings, which may give them an edge over traditional retailers [6][7]. Group 3: Supply Chain and Private Labels - Aldi has developed a robust supply chain with a high proportion of private label products, achieving up to 90% of its offerings, while Hema's private label share is around 60% [1][8]. - Private labels are crucial for maintaining higher profit margins, with typical margins around 50% compared to 20% for branded products [8][9]. - Retailers need to enhance their market selling capabilities to successfully develop private labels, as many struggle with consumer recognition and acceptance [9]. Group 4: Future Outlook - The hard discount sector is still in its early stages, primarily focusing on supply chain cost control rather than comprehensive cost reduction across the entire retail process [9]. - The future may see intense competition similar to the "takeout wars," but the regional nature of retail may mitigate overly aggressive competition [9].

Core Viewpoint - The article discusses the evolving relationship between smartphone manufacturers and panel suppliers, highlighting a shift from a traditional procurement model to a collaborative co-creation model, which enhances competitive advantages in the smartphone market [2][10]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive "purchasers" but are deeply involved in defining, developing, and producing display technologies, forming strategic partnerships with panel giants [2][5]. - This shift from "procurement" to "co-creation" is a natural outcome of the smartphone industry's transition from product-level competition to supply chain-level competition, accelerating technology iteration and reshaping the global display panel industry's power dynamics [2][10]. Group 2: Case Studies of Collaboration - OPPO has invested over 1 billion in establishing its own "display science production line" and has customized a dedicated production line with Tianma, allowing it to control the entire process from design to production [5][11]. - Xiaomi and TCL Huaxing have established an "Innovation Display Joint Laboratory," creating a complete closed loop from technology research to mass production, which enhances their collaborative growth [6][10]. - The relationship between Apple and Samsung is characterized by a unique "co-opetition," where Apple drives Samsung's technological innovation through stringent standards and large orders, influencing industry technology trends [7][10]. Group 3: Industry Impact and Market Dynamics - The deepening collaboration between smartphone manufacturers and panel suppliers is fundamentally reshaping the supply chain's power structure and the speed of technology iteration [9][10]. - The rise of Chinese panel manufacturers like BOE and TCL Huaxing is changing the competitive landscape, with predictions that their market share in the global smartphone panel market will exceed 70% by 2025 [10]. - The traditional linear supply chain is evolving into a networked "industry alliance," where smartphone manufacturers provide precise market demands and panel manufacturers contribute their expertise in materials and processes [10][11]. Group 4: Future Considerations - The deep customization and joint development require significant upfront investment, raising questions about whether these costs will be passed on to consumers, potentially increasing flagship smartphone prices [12]. - The trend towards exclusive custom screens may reduce their universality, leading to higher repair costs for consumers, prompting ongoing observation of whether the industry will continue down a path of deeper customization or establish new, higher industry standards [12].

Core Viewpoint - The article discusses the recent stock performance and control change of Taimushi, highlighting its significant price fluctuations and the implications of its upcoming ownership transition [3][5][6]. Group 1: Stock Performance - On September 22, Taimushi's stock experienced a sharp decline after a series of five consecutive trading limit-ups, with a morning drop of 3.24% [1][2]. - The stock had previously reached a peak price of 40.15 yuan per share on September 19, marking a 61.05% increase over the week [3][5]. - Taimushi's stock trading was flagged for abnormal volatility, with a cumulative price deviation exceeding 30% over three consecutive trading days [5][6]. Group 2: Company Overview - Taimushi operates in the apparel industry, focusing on the research, production, and sales of knitted fabrics and garments, primarily serving well-known brands like Decathlon and Anta [3][5]. - The company is undergoing a change in control, with the Guangzhou government set to become the new controlling entity through a share transfer agreement [5][6]. Group 3: Financial Performance - For the first half of 2025, Taimushi reported an estimated revenue of approximately 380 million yuan, a year-on-year decrease of 16.34%, and a net profit of about 29.71 million yuan, down 43.69% from the previous year [6].