以下文章来源于地球知识局 ，作者地球知识局 地球知识局 . 人文+地理+设计，全球视野新三观。 合作请联系：xiaobaibai_9999（注明品牌和需求） 本文来自微信公众号： 地球知识局 ，作者：乃一姆，制图：果，编辑：果，原文标题：《刚刚，越 南撤销了29个省！》，题图来自：AI生成 刚刚，越南国会正式表决批准越共第十三届中央委员会第十一次会议的第60号决议。 说起越南的省，很多人对它都有一个直观印象。越南领土面积居于中国云南与广西之间，但所设的省 份竟多达60多个，堪称密密麻麻。 反观中国的云南，目前只有16个市州，广西也只有14个地级市。取个平均数，越南的数量是中国的 四倍。按照这个计算方式，相当于越南的一个省对标中国云桂的2~3个县。 长期以来，越南实行的是"小省制"的管理模式▼ 然而，别管越南的省地盘有多小，但总归它是越南的一级行政单位，还是和中国的省直接对标。就比 如中越之间边境地区联合举办活动，越南的省级领导如果出席，虽然越南的省只是中国2~3个县的体 量，但是毕竟还是省，中国的省级领导往往也要对应出席相关活动。 越南，为什么一年之内要突然"减省"呢？ 这意味着，从今年2月份就开启的"越南减 ...

Core Viewpoint - The article discusses the rapid adoption and integration of artificial intelligence (AI) in China's healthcare system, particularly among top-tier hospitals, highlighting the competitive landscape and the transformative potential of AI in medical diagnosis and treatment [2][3][4]. Group 1: AI Adoption in Hospitals - Beijing Union Medical College Hospital has launched multiple AI products, including the first rare disease model and various decision-support systems, indicating a strategic shift towards AI integration in clinical and management practices [3][4]. - Since the beginning of 2024, at least 60 vertical large models in the medical field have been released by the top 100 hospitals in China, covering various specialties and marking significant advancements in AI applications [4][5]. Group 2: Competitive Landscape - The competition among major hospitals is intensifying, with a focus on specialized fields and increased collaboration among hospitals to leverage AI technologies [5][6]. - The emergence of AI as a tool for enhancing diagnostic efficiency is seen as a response to the survival pressures faced by hospitals, which are seeking to maintain operational viability and attract specific patient demographics [7][8]. Group 3: Impact on Regional Hospitals - Regional hospitals are facing significant challenges as top-tier hospitals adopt advanced technologies and remote surgical capabilities, leading to a dual pressure from both grassroots medical institutions and leading hospitals [14][15]. - The number of regional hospital mergers has increased, indicating a trend towards consolidation in the healthcare sector as hospitals adapt to the changing landscape driven by AI and other technologies [12][13]. Group 4: Future of Healthcare - The integration of IoT, sensing technologies, and AI is being referred to as the "third medical revolution," which is expected to redefine medical practices and hospital operations [13]. - The future healthcare model may evolve into a "distributed examination, centralized diagnosis" system, which could further marginalize hospitals that fail to specialize or adapt to new roles within the healthcare ecosystem [14][15].

2023年印象笔记收藏量排第一的公号 本文来自微信公众号： 九边 （ID：ertoumu893） ，作者：九边，题图来源：视觉中国 高考季再写点吧，过来人感受不一定对，但说不定会给一些迷茫的小伙伴点启发。 以下文章来源于九边 ，作者九边 九边 . 其实聊收入多少有点低俗，不过咱们也都诚实点，无论是考生还是家长，拼了命也要考个好学校，最 根本的目标还是想将来多赚点钱把日子过好点。也有类似张益唐这种确确实实对钱很无所谓的，但这 类人非常极少见。 我比较喜欢莫言的风格，有一次不知道得了个什么奖 （不是诺奖那次） ，莫言作为一个深入简出不 爱社交的"i人"，当然不想去。不过后来说是有100万奖金，立刻就去了，非常实诚，换我我也这么 干。 关于清北毕业的收入，这也是个非常复杂的话题，因为没啥统计数据，只能是从我自己身边的感觉， 还有类似智联招聘等网站的数据来推算。 先说两个很常见的误区。 一般大家说起清北，可能第一反应想到的是类似计算机，人工智能，金融等热门高薪专业，这些起薪 基本上都在三十万左右，毕业十年干到百万收入也不是太难。 但这俩专业在清北是绝对少数，还有大量的类似考古，大气，农学，生态，林学，生物，环境，土木 ...

Core Viewpoint - The automotive supply chain is under significant pressure due to long payment terms, with 17 automakers committing to a 60-day payment term for suppliers, raising questions about the effectiveness of this solution in alleviating supply chain stress [1][2]. Group 1: Payment Terms and Supply Chain Pressure - The accounts receivable in the automotive parts industry have been increasing significantly since 2014, with some companies seeing a tenfold increase over a decade [2]. - Major automakers like BYD, Great Wall, and SAIC have accounts payable turnover days of 145, 153, and 177 days respectively, which is higher than competitors like Tesla and Volkswagen [2]. - The extended payment terms allow automakers to use the funds for price competition, placing financial strain on suppliers who are left waiting for payments [2][3]. Group 2: Execution Challenges of 60-Day Commitment - The 60-day commitment does not guarantee that suppliers will receive payments within that timeframe, as it often refers to the issuance of acceptance bills rather than cash payments [2][3]. - The payment process is fragmented, and suppliers may face delays in receiving cash even after the 60 days if they are given bills instead of cash [3]. Group 3: Settlement Methods and Financial Risks - Cash payments are preferred by suppliers, but most automakers use acceptance bills, which can extend the payment period further [3][4]. - Acceptance bills can be either bank-accepted or commercial, with commercial bills posing a higher risk of delayed payments [4]. - The implementation of regulations to protect small and medium enterprises from forced acceptance of non-cash payment methods has been introduced, but compliance varies among automakers [4]. Group 4: Industry Competition and Cost Pressures - The automotive industry is experiencing intense price competition, which is pushing cost pressures down the supply chain, affecting suppliers at all levels [6][7]. - Steel manufacturers have reported that automakers are demanding price reductions exceeding 10%, which is unsustainable for suppliers [6][7]. - The trend of demanding lower prices has become normalized, leading to detrimental effects on product quality and supplier viability [7][8].

Core Viewpoint - The article discusses the reputation challenges faced by businesses in Hebei, particularly in the pet food and cashmere industries, and how these challenges are intertwined with the region's e-commerce growth and pricing strategies [4][5][6][10][25]. Group 1: Reputation Issues - There is a prevailing perception that products from Hebei, such as pet food and cashmere, are of inferior quality, often labeled as "toxic" or "fake" [5][9][25]. - Local businesses are aware of the stigma and some have resorted to changing their registered locations to avoid the negative connotation associated with "Hebei" [25][26]. - The quality concerns have led to a decline in sales for some businesses, despite having loyal customers who trust their products [25][26]. Group 2: E-commerce Growth - Hebei's e-commerce sector has seen significant growth, with over 300 industrial clusters generating more than 5 billion yuan in revenue [30]. - By 2025, Hebei's online retail sales are expected to reach 440 billion yuan, with a projected 800,000 active online stores [30]. - The e-commerce model in Hebei is characterized by low prices, often achieved through cost-cutting measures that can compromise product quality [16][19][30]. Group 3: Pricing Strategies - Businesses in Hebei often compete on price, with some willing to accept lower profit margins as long as they earn more than farming [16][19]. - The pressure to maintain low prices has led to a culture of sacrificing quality, which in turn affects the overall reputation of Hebei products [19][22]. - Some entrepreneurs have shifted their focus from high-quality products to cheaper alternatives to maximize short-term profits, which has damaged the reputation of local brands [23][24]. Group 4: Economic Impact - The rise of e-commerce has allowed many individuals in Hebei to achieve financial stability without traditional farming or labor jobs [28][30]. - Successful entrepreneurs have transitioned from low-paying jobs to running profitable e-commerce businesses, contributing to local economic growth [28][30]. - The wealth generated from e-commerce is visible in the development of new residential areas and commercial establishments in Hebei [30].

Core Insights - The article highlights a shift in consumer behavior among young people in China, characterized by a blend of "refined poverty" and "emotional wealth," where individuals are willing to spend significantly on experiences while being frugal on everyday purchases [1] Group 1: Changes in Consumer Behavior - Young consumers are increasingly prioritizing "self-pleasure" in their spending, with this category accounting for 46.28% of their consumption needs in 2024 [1] - The concept of "next level" consumption in 2025 indicates a more fragmented and conscious approach to spending, focusing on immediate gratification while also considering long-term value [1] Group 2: Event and Participation - The article invites content creators to share their observations on new consumption phenomena and thoughts on "2025 consumption" through video submissions, with a chance to win from a prize pool [2][3] - The event encourages discussions on why young people are willing to spend on emotional experiences rather than just price-value, highlighting the importance of happiness derived from small purchases [2] Group 3: Consumer Trends and Categories - The article discusses the notion that consumption downgrade does not equate to a decline in quality of life, emphasizing how to spend less while enjoying life [3] - It mentions emerging consumption categories and scenarios, such as health-focused beverages and outdoor activities, reflecting a shift in lifestyle choices among young consumers [3]

Core Viewpoint - The article discusses the accelerated falling of SpaceX's Starlink satellites due to increased solar activity, highlighting the financial implications and operational challenges associated with the satellite constellation [3][10]. Group 1: Satellite Falling Statistics - From 2020 to 2024, a total of 1,190 low Earth orbit satellites fell, with 583 of them being Starlink satellites. In 2024 alone, 316 Starlink satellites burned up in the atmosphere [4][6]. - The design lifespan of Starlink satellites is approximately 5 years, necessitating a complete replacement of the 42,000 satellites every five years, which could cost over $33 billion based on the V2 Mini satellite cost of $800,000 [3][19]. Group 2: Impact of Solar Activity - The research indicates a clear correlation between satellite falls and solar activity, with the current solar cycle being more intense than previous ones. The increased solar activity leads to a higher drag force from the thermosphere, causing satellites to lose altitude and eventually fall [10][12]. - NASA's research shows that 70% of satellites do not fall during strong geomagnetic storms but during moderate and weak storms, which can erode their orbits over time [10][12]. Group 3: Comparison with Other Satellite Systems - Unlike traditional geostationary satellites that can last 15 to 20 years and require fewer units, Starlink's low Earth orbit satellites have a much shorter lifespan and require continuous replacement [19]. - Starlink satellites operate at altitudes around 300 kilometers, making them more susceptible to atmospheric drag compared to satellites in higher orbits, such as China's StarNet satellites, which operate above 1,000 kilometers [16][18]. Group 4: Financial Considerations - SpaceX's revenue is projected to reach approximately $15.5 billion in 2023, but the financial sustainability of the Starlink project remains uncertain, with concerns about it becoming a financial black hole [19][20]. - As of December last year, SpaceX's valuation reached $350 billion, a significant increase from $12 billion in 2015, indicating strong growth despite the operational challenges faced by the Starlink program [20].

Core Viewpoint - The article discusses the cultural and economic significance of Lady Gaga's return to the music scene, drawing parallels between her performances and the current economic climate, suggesting that her music serves as a reflection of societal sentiments during times of economic downturn. Group 1: Lady Gaga's Cultural Impact - Lady Gaga's emergence in 2008 coincided with the financial crisis, and her music became an anthem for resilience and celebration during tough times [19][21][78]. - Her performances are characterized by a blend of gothic aesthetics and electronic music, which resonate with the struggles and aspirations of the youth [18][29][38]. - The nostalgia associated with her music reflects a longing for the optimism of the past, particularly among the Z generation who are now revisiting her earlier works [34][51][88]. Group 2: Economic Context - The article introduces the concept of "Recession pop," a genre that emerged during economic downturns, characterized by upbeat and repetitive music that encourages escapism [70][81]. - Historical patterns show that during economic hardships, people gravitate towards music that offers a sense of joy and relief, as evidenced by the popularity of Lady Gaga and similar artists during the 2008 crisis [78][84]. - The "skirt length index" is mentioned as a metaphor for economic conditions, suggesting that the state of the music industry can reflect broader economic trends [65][67]. Group 3: Nostalgia and Generational Reflection - The article highlights the cyclical nature of nostalgia in music, with a 15-20 year cycle where past music becomes relevant again as new generations seek comfort in familiar sounds [88]. - Lady Gaga's music has shaped the identity and values of a generation, particularly in terms of self-acceptance and rebellion against societal norms [52][62]. - The current generation's engagement with her music serves as a reminder of the carefree spirit of their youth, contrasting sharply with today's economic uncertainties [90][112].

Core Viewpoint - Geely Automobile has shown impressive growth in revenue and net profit, yet its market valuation remains low compared to competitors, raising questions about its future potential and challenges in the automotive industry [3]. Group 1: Financial Performance - In Q1 2025, Geely reported revenue of 72.5 billion, a year-on-year increase of 25%, and a net profit of 2.28 billion, excluding 3.59 billion in other income, representing a 134% increase [3]. - The company delivered 704,000 vehicles in the quarter, marking a 47.6% year-on-year growth [3]. - Geely's market valuation is under pressure, with a P/E ratio of less than 10, while some competitors have P/E ratios close to 30 [3]. Group 2: Sales Growth - Geely's sales target for 2023 was 1.65 million vehicles, with actual sales reaching nearly 1.69 million, achieving its goal [7]. - For 2024, Geely set a sales target of 1.9 million vehicles, and by mid-year, it had already surpassed 50% of this target [7]. - In the first five months of 2025, Geely's cumulative sales reached 1.173 million vehicles, a 48.6% increase year-on-year, which is 85% of BYD's sales in the same period [9]. Group 3: New Energy Vehicle Strategy - Geely's new energy vehicle (NEV) sales have seen significant growth, with a penetration rate approaching 50% by Q1 2025 [11][16]. - In 2022, NEV sales reached 354,000 units, accounting for 24.7% of total sales, and this figure increased to 28% in 2023 [13]. - The company has adopted a "two-legged" approach to NEVs, focusing on both pure electric and plug-in hybrid models [17]. Group 4: ZEEKR and Lynk & Co - ZEEKR, Geely's premium electric vehicle brand, has faced challenges, with sales growth slowing down significantly in Q1 2025 [35][36]. - Geely acquired 51% of Lynk & Co to bolster its competitive position in the market, as Lynk's sales also showed modest growth [38]. - ZEEKR's sales in 2024 were projected to reach 222,000 units, but the brand's performance has been inconsistent [35][36]. Group 5: New Product Lines - The Galaxy series, launched in 2023, has become a key driver of Geely's sales growth, with significant contributions to total sales in 2024 and early 2025 [45][48][50]. - The Galaxy brand focuses on long-range pure electric and plug-in hybrid models, targeting the 100,000 to 200,000 yuan price range [45]. Group 6: Capital Operations - Geely's capital operations are highlighted by significant income from the sale of subsidiaries, which accounted for 54.7% of net profit in 2024 [51]. - The company has shown a strong ability to leverage its assets for financial gain, indicating robust capital management strategies [51].

Core Viewpoint - The article discusses the current state and challenges of music variety shows in China, highlighting the shift from music-centric programming to a focus on entertainment and celebrity culture, which has led to a dilution of musical quality and authenticity [5][17][19]. Group 1: Historical Context and Evolution - Music variety shows were once a milestone in Chinese entertainment, igniting a wave of diverse aesthetics and youth culture, with shows like "Super Girl" and "Happy Boys" introducing new talent to the public [10][11]. - The rise of "The Voice of China" from 2005 to 2016 marked a golden decade for variety shows, generating significant revenue for its production company, with the first season's sponsorship fees reaching 60 million [11][12]. - The music variety show landscape has evolved, with a notable shift in focus from music to entertainment, particularly after 2018, when reality show elements became more prominent [13][14]. Group 2: Current Challenges and Market Dynamics - The current music variety show format is facing challenges due to homogenization and a lack of diverse exposure channels, leading to a divide in audience preferences and music appreciation [19][20]. - The article notes that the music industry in China is still heavily reliant on platforms like Douyin and music variety shows for exposure, which limits the diversity of musical expression [19][20]. - Despite the challenges, the Chinese music market remains lucrative, with the total revenue from the live performance market projected to reach 79.63 billion yuan in 2024, indicating a strong consumer base [26][28]. Group 3: Commercialization and Future Outlook - Music variety shows have a unique commercial advantage due to their ability to integrate brand sponsorships effectively, particularly in fast-moving consumer goods [29][30]. - However, the article raises concerns about the sustainability of this model, as evidenced by the viewership ratings of "Running Man" surpassing "Singer 2025," suggesting that the appeal of music variety shows may be waning [32]. - The article concludes by questioning how long the current commercial success of music variety shows can last, emphasizing the need for the industry to rethink its approach to avoid ineffective competition and ensure long-term viability [32].