文/高歌 李力是一家贸易企业的负责人，他的公司位于华南区域，主营业务是向美国等发达经济体市场出口消 费电子产品。不同于To B企业对于关税的敏感度，李力感觉关税摩擦对于他所在的公司影响有限。 5月23日，李力表示：" 关税 在我们的成本中只占一小部分 ， B端的模式是国外的人来这里大批量 采购货物，再分销给小B，关税提升会有一定的影响，我们是直接做C端的，影响不大。" 李力拆解了成本构成：运费、采购成本、关税以及美国当地的物流费用。其中关税并不占据绝大部 分。 目前关税价格尚未体现在产品的终端售价上，并且在可预期的未来，他所在的行业短时间内关 税提升的价格也不会显现在同类产品的价格之上，除非头部企业开始提价。 40天前，美所谓"对等关税"引发贸易震荡，美对华关税在短时间内接连攀升，一度高达145%。随 后中美日内瓦经贸会谈的落定为此轮关税摩擦摁下暂缓键。 5月12日公布的联合声明显示，美方承诺尽快取消4月8日和9日对华加征的91%非理性高额关税，同 时将34%所谓"对等关税"中24%的部分暂缓90天。 下一步中美经贸谈判迎来缓冲期。 李力在过去一个月的时间中在外贸一线亲历上述转变，他只觉得一切都"太快了"。他 ...

太保家园苏州社区与大理社区（二期）同步开业 5月28日，太湖之畔的太保家园· 苏州国际颐养社区 正式投入运营，这是中国太保旗下第十家 开业的高品质养老社区。随着全国养老布局的进一步完善，中国太保正以"十园十美"开启护航 银发生活的新篇章。同日， 太保家园 · 大理国际乐养社区二期 精彩亮相，苍山洱海与枕水江 南，联动构建起中国太保全龄大康养生态圈。 苏州社区聚焦护理刚需，让长者在 园林诗境中 安享 专业照护 太保家园苏州社区坐落于苏州吴中太湖新城， 区位优越，交通便利。 整体建筑融合江南园林 元素，苏州社区 更将" 园林优雅栖居 "与 "医护专业照护"深度融合，打造江南养老新标杆 。 苏州社区集医疗护理、康复保健、中医调理、生活照料于一体，以"全科诊疗+特色专科"为特 色，并设有康复门诊和护理院，引进先进诊疗设备，汇聚经验丰富的医疗专家团队，为失能、 半失能长者及术后康复患者提供个性化医疗、护理、康复服务。 "园"梦苏州，" 愈 " 见大理 ，打造银发健康生活理想目的地 长者在太保家园苏州社区快乐生活 根据国家统计局数据，2024年我国60岁及以上人口首次突破3亿，占总人口的比重超过 20%。这一庞大群体不仅 ...

Core Viewpoint - The article discusses the strategic shift in the Middle East towards becoming a hub for AI development, driven by significant investments and partnerships with major American tech companies, amidst geopolitical tensions and changing market dynamics [2][14]. Group 1: Economic Cooperation and Investments - During Trump's Middle East visit, a focus on economic cooperation was emphasized, with commitments from Saudi Arabia, Qatar, and the UAE to invest heavily in AI, semiconductor, defense, and energy projects [1][2]. - Major agreements were signed, including a $600 billion deal involving Nvidia and AMD, aimed at enhancing AI capabilities in the region [1][7]. - The establishment of the AI company Humain in Saudi Arabia, backed by the Public Investment Fund, aims to provide various AI services and infrastructure, with a goal of building a 1.9 GW data center by 2030 [5][6]. Group 2: Geopolitical Context and Market Dynamics - The Middle East is becoming a strategic base for global enterprises, particularly as companies seek stable markets amid fluctuating U.S. trade policies [2][3]. - The U.S. government's recent policy changes have facilitated American companies' access to the Middle East, allowing for significant commercial agreements, particularly in AI chip sales [6][7]. Group 3: Competitive Landscape - Both U.S. and Chinese companies are vying for opportunities in the Middle East's AI sector, with Huawei and other Chinese firms establishing a presence in the region [3][9]. - Huawei has shifted its strategy to focus on AI solutions, while facing challenges from U.S. export controls targeting its AI chips [10][11]. - Chinese companies like Lenovo and DeepSeek are also making inroads, establishing manufacturing bases and partnerships to meet local demand [11][12]. Group 4: Energy and Infrastructure - The Middle East's abundant energy resources are crucial for supporting AI infrastructure, with countries like the UAE and Saudi Arabia investing heavily in renewable energy projects [13][14]. - The region's energy capabilities position it as a key player in the global AI landscape, attracting interest from major tech firms seeking to leverage these resources [12][14].

Core Viewpoint - The article highlights the participation of Wuliangye at the 20th China Western International Expo, showcasing its cross-industry integration and innovation in the liquor industry, emphasizing its development strategy of "strengthening liquor, optimizing non-liquor, and expanding platforms" [1][3][10]. Group 1: Event Overview - The 20th China Western International Expo was held in Chengdu from May 25 to 29, focusing on "deepening reform to increase momentum and expanding openness to promote development" [1]. - The expo serves as a significant platform for open cooperation in the western region, having been established in 2000 and successfully hosting 19 previous events [3]. Group 2: Wuliangye's Strategic Development - Wuliangye has evolved into a large state-owned enterprise group, with its core business in liquor and expansions into green packaging, machinery manufacturing, smart logistics, financial investment, and health industries [3][10]. - The company aims to create a win-win development model that integrates ecological, economic, and social aspects through its innovative practices [4][10]. Group 3: Exhibition Highlights - Wuliangye's exhibition showcased the entire industry chain from seed planting to liquor production, emphasizing its commitment to quality and innovation [6][9]. - The exhibition featured core products and demonstrated the traditional brewing techniques that have been passed down for over 700 years [9][10]. Group 4: Technological Innovation - Wuliangye has established multiple national and provincial innovation platforms, focusing on various aspects of the liquor production process, and has received numerous awards for technological advancements [9][11]. - The company is committed to continuous technological investment, enhancing its core liquor business and expanding its product and service range [11][12]. Group 5: Collaborative Partnerships - Wuliangye collaborates with various companies, such as Universal Group and Lichai Group, to enhance packaging and logistics, thereby improving the overall quality and efficiency of its operations [12][15][18]. - The logistics partner, Anji Logistics Group, has been instrumental in providing customized solutions for efficient and green management of the liquor supply chain [18].

文 /徐帅 5月21日，是中美发布联合声明后的第十天，也是美国对加拿大及墨西哥汽车零部件免关税后的第二 十天。在此之前的相当长一段时间内， 特朗普政府挥舞的无差别关税大棒以及后续引发的中美贸易 摩擦，让众多跨境企业如履薄冰。 高来也是其中一员，他所在的企业是一家 汽车热管理系统 零部件供应商，已经连续多年为众多跨国 车企及一级供应商供货，在海外有多个工厂，而公司的墨西哥工厂年初刚刚建成——这样的跨境供应 商是特朗普关税战的典型标靶。 但随着贸易战硝烟渐散，现在 高来的神经不再紧绷。这一天，他算了一笔账， 现行政策下，公司 浙江工厂 向美国出口的部分汽车零部件产品位于美国政府针对中国产品加征关税的清单中， 但根据 此前与 客户签署的定点函 ， 该部分关税全部由客户承担 。而 墨西哥 工厂 生产制造并出口美国的 产品则 继续 适用美加墨协定约定的零关税。 这意味着，白宫的一系列关税组合拳虽然声势浩大，但 对 高来所在企业的 产品销售数量、价格 以 及利润 基本没 有 影响 。这并非个例，在中美贸易摩擦的大背景下，与整车企业 受地缘政治剧烈 高强度影响的情况不同， 零部件供应商 反而 展现出独特的抗风险韧性 。 0 ...

点开一看，这则 消息 写到：中方注意到，美国商务部近日发布指南，以所谓推定违反美出口管制为 由，企图在全球禁用中国先进计算芯片，包括特定的华为昇腾芯片。美方措施是典型的单边霸凌和保 护主义做法，严重损害全球半导体产业链供应链稳定，剥夺其他国家发展先进计算芯片和人工智能等 高科技产业的权利。 文 /高歌 5月21日一早，吴新的手机收到一条推送：商务部新闻发言人就美国企图全球禁用中国先进计算芯片 发表谈话。 这也使得集成电路行业可以成为观察内外部变化的最为 典型 的窗口：外部，美方滥用出口管制，对 中国进行遏制打压，行业发展因此受到一定的影响；内部，技术层面的受限也需要进行突破，行业自 身也面临着竞争极度激烈的境遇，一方面对资金仍然渴求，资本层面依赖上市融资获取持续研发资 金，IPO政策 仍待开闸 。 在吴新看来， 他所在的芯片设计行业受到关税摩擦的影响较为有限 ，但是来自技 术的制约的影响 更为深远。目前国内企业都在比拼谁能活得更久，行业格局仍然有待形成，可前路还没跑通，行业内 卷也来了。 中国半导体行业协会数据显示，国内芯片设计公司超过3800家，但55%的企业年营收不足1000 万。 "客观来看确实存在技术 ...

Core Viewpoint - The article discusses the ongoing trade tensions between the US and China, highlighting the temporary pause in tariff increases and the resulting surge in shipping activity and container bookings from China to the US, while also expressing concerns about the long-term implications of these trade disputes [1][2][5]. Group 1: Trade Developments - On May 26, Trump agreed to extend the deadline for imposing a 50% tariff on the EU until July 9, indicating the volatile nature of global trade relations [1]. - Following a temporary halt on high tariffs on May 14, there was a significant increase in container bookings from China to the US, with certain categories like toys and sports goods seeing a 280% increase in bookings [2]. - Shipping companies adjusted prices significantly, with rates from Shanghai to New York increasing by 31.7% and from Shanghai to Long Beach by 22.0% after the temporary trade agreement [4]. Group 2: Economic Implications - The temporary 90-day pause in tariffs has led to increased activity at major ports in Asia, creating new job opportunities as companies rush to ship goods [3][4]. - The article notes that the average tariffs imposed by the US on Chinese imports have risen to 51.1%, while China's tariffs on US goods stand at 32.6%, indicating a significant escalation in trade barriers since the onset of the trade war [5][6]. - The uncertainty surrounding the trade situation continues to challenge businesses, requiring effective operational strategies and investment measures to navigate the prolonged period of instability [6][10]. Group 3: Future Outlook - There is a prevailing concern about whether the trade war will truly end, as the underlying tensions between the two economies remain unresolved [5][6]. - The article emphasizes the need for companies to build resilience in their supply chains and diversify their market strategies to survive in an era dominated by uncertainty [7][9]. - The Chinese government is focusing on stabilizing the economy and expanding high-level openness, which is seen as a significant certainty amid external uncertainties [8][9].

探索开展前沿研究，提升气候专业能力。 气候风险量化评估是目前全球金融行业面临的重要挑 战。公司充分结合国内外最新研究成果，开展气候情景分析与压力测试项目，通过整合本土气 候数据创新研发适用于中国保险机构的气候风险评估模型，完成台风、暴雨洪涝等灾害对公司 业务组合影响的定量测算，为制定科学风险管控策略提供依据。 聚焦新能源、农险等重点领 域，形成相关风险管理制度及措施 ， 加强关键环节管控 。持续拓展"风险雷达"系统功能，加 强风险勘查与灾害预警，提升公司智能化风险管控能力。 首次发布运营碳排放目标，打造低碳运营新模式。中国太保 积 极响应国家双碳战略，在对标 领先同业实践以及系统分析现有减排潜力的基础上，科学制定减排计划， 明确 集团整体 1,2 2028年运营碳排放总量较2023年下降20% 的量化目标 ， 保障碳减排工作有序推进。持续 完善运营碳排放管理体系，形成《运营碳盘查管理制度》，明确碳盘查流程规范，提升碳数据 质量。加强节能减排管理，通过采用先进节能技术、推进智能化节能改造、加强数据中心节能 等多项措施，有效降低公司运营碳排放。 加强对外交流合作，助力全球气候治理。中国太保 积极参与全球气候行动， ...

以下文章来源于中欧EMBA ，作者黄奇帆 中欧EMBA . 管理干货、大咖分享、活动资讯、申请服务，进入中欧EMBA的第一站。 近日，原重庆市市长黄奇帆解读当下中国经济形势，分享中国制造的破壁之路与新质生产力的突围赛 道。以下是黄奇帆先生演讲内容的整理。 01 「中国制造2025」带来的五大变化 中国式现代化产业体系的基础是制造业。「中国制造2025」设定的奋斗目标，就是要突破技术封锁 实现创新发展，提升中国制造全产业链的竞争力， 从「中国制造大而不强到大而较强」，实现质的 飞跃。 经过10年，中国在五个方面取得了历史性进步和标志性提升： 第一，2024年中国制造的总量规模的比重跃升。 2010中国制造占全球制造业的比重是20%， 2024年达到34%。中国制造业增加值是美国的2倍，日本、德国的4倍。 第二，中国制造的产业链完整度是全球独一无二的。 联合国确认的产业链有41个大类、207个中 类、666个小类，中国是全球唯一产业链类别全覆盖的国家，其中40%的类别生产总量是全球第 一。 第三，中国制造业的进步为出口产品带来了根本性、结构性、趋势性的变化。 2010年中国出口额 16000多亿美元，其中70%是 ...

Core Viewpoint - The article discusses the dramatic reconciliation between Gree Electric's chairman Dong Mingzhu and her former protégé Meng Yutong, highlighting the strategic importance of their upcoming joint live-streaming event to attract younger consumers amid Gree's declining market position [3][4][10]. Group 1: Company Background and Current Situation - Gree Electric's revenue in 2022 was 190.038 billion yuan, marking a 7.31% decline year-on-year, representing the first negative growth in four years [9]. - In contrast, competitors Midea and Haier reported revenues exceeding 400 billion yuan and 290 billion yuan, respectively, significantly outpacing Gree [9][10]. - Gree's net profit exceeded 32 billion yuan in 2022, comparable to Midea's 38.5 billion yuan, but Gree's market valuation is only 2.3 times lower than Midea's [12]. Group 2: Strategic Moves and Market Positioning - The upcoming live-streaming event on May 23 is strategically timed to coincide with the 618 shopping festival, where the previous collaboration between Dong and Meng generated over 30 million yuan in sales [8][9]. - Gree's traditional reliance on air conditioning products, which account for over 70% of its revenue, limits its diversification and appeal to younger consumers [18][19]. - The company is undergoing a channel transformation to adapt to changing market dynamics, including a shift towards online sales and a reduction in sales expenses by 5 billion yuan [13][20]. Group 3: Brand Image and Consumer Engagement - Dong Mingzhu's personal brand and public persona are closely tied to Gree's image, and the reconciliation with Meng Yutong is seen as a move to improve Gree's brand perception and attract younger consumers [11][16]. - The "Dong Mingzhu Health Home" strategy aims to upgrade Gree's offline stores into experiential centers, integrating live-streaming and in-store experiences to enhance consumer engagement [21]. - Despite facing criticism and a declining market position, Gree's technological advantages in air conditioning still present opportunities for growth if effectively leveraged [22].