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调查:部分外卖平台仍在提供高额券补贴
财联社· 2025-07-20 14:34
Core Viewpoint - The ongoing "subsidy war" among major platforms is facing regulatory intervention, with calls for platforms to return pricing power to merchants [2][5]. Group 1: Regulatory Intervention - On July 18, the State Administration for Market Regulation held talks with Ele.me, Meituan, and JD.com, demanding an end to irrational competition [2]. - Despite regulatory actions, the intensity of subsidies has not significantly decreased, with platforms continuing to offer high-value coupons and discounts [5][8]. Group 2: Impact on Order Volume - The subsidy war has led to a notable increase in order volumes, with Meituan reporting daily orders reaching historical highs of 120 million and 150 million [4]. - Taobao's flash purchase channel has maintained a stable daily subsidy amount of around 400 million yuan in recent weeks [4]. Group 3: Merchant Experiences - Merchants have experienced a divided impact; some benefited from increased sales due to substantial subsidies, while others saw little change in sales and continued profit pressure [9]. - For example, a coffee shop reported sales of 300 cups on subsidy days compared to 100 cups on non-subsidy days, while other merchants noted minimal sales fluctuations [9]. - A chain restaurant experienced a 300% increase in order volume on the first day of the subsidy event, but the average order value dropped by 20-40%, leading to a 10% decrease in profit margin after accounting for costs [9]. Group 4: Long-term Industry Health - The current subsidy strategies appear to have changed superficially, but the actual discounting intensity remains high, raising concerns about the long-term health of the industry [8]. - A researcher indicated that the "subsidy war" may only provide temporary benefits to some merchants, emphasizing the importance of sustainable industry development [8][10].
【公告全知道】减速器+人形机器人+新能源汽车!公司终端客户包括智元机器人
财联社· 2025-07-20 14:14
Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events, providing ample time for analysis and selection of suitable listed companies [1] Group 2 - A company has achieved a technological breakthrough in precision reducers, with end customers including Zhiyuan Robotics and Fourier [1] - Another company plans to acquire a core infrastructure supplier for AI computing centers, focusing on optical modules and data centers [1] - A company in the innovative drug sector has over 80 items in its pipeline, including weight loss drugs, medical aesthetics, and synthetic biology [1]
娃哈哈宗氏百亿财产纠纷案,将有新进展
财联社· 2025-07-20 13:26
Core Viewpoint - The ongoing legal disputes regarding the estate of the late Zong Qinghou, founder of Wahaha Group, continue to unfold, with significant implications for the family's wealth distribution and potential trust arrangements [1][3]. Group 1: Legal Proceedings and Financial Details - Three plaintiffs, identified as Zong Jichang, Zong Jieli, and Zong Jisheng, are suing the first defendant, Zong Fuli, and the second defendant, Jian Hao Ventures Limited, in connection with the estate [1]. - A court order has been issued preventing the defendants from disposing of or reducing the assets in a HSBC account associated with Jian Hao Ventures Limited [3]. - As of May 31, 2024, $1,085,120 has been transferred out of the HSBC account, raising questions about the existence of a trust and the legitimacy of the asset transfers [3][4]. Group 2: Trust Existence and Legal Implications - Legal experts speculate that a trust likely exists, with Jian Hao Ventures Limited possibly serving as a vehicle for managing trust assets, although the specifics remain unclear due to confidentiality [6][9]. - The plaintiffs are seeking information regarding the HSBC account's balance and the details of the transferred funds, indicating a focus on the trust's governance and asset management [6][10]. - The potential for the trust to be "pierced" or invalidated is a key concern, particularly if the asset transfers undermine the trust's independence [10][11]. Group 3: Will vs. Trust Rights - The validity of Zong Qinghou's will is under scrutiny, with legal experts noting that a will must meet specific criteria to be considered legally binding [12]. - Generally, if a trust is validly established, its rights take precedence over those of a will, meaning that any assets included in the trust would not be subject to the will's provisions [13]. - The legal standing of the will and trust will significantly impact the distribution of Zong Qinghou's estate, particularly regarding overseas assets [13].
黄仁勋,再度抛售英伟达股票
财联社· 2025-07-20 12:28
根据提交给美国证券交易委员会的文件,就在周五(7月18日),英伟达股价再次刷新历史新高之 际, 英伟达首席执行官黄仁勋也果断出手,再次减持了7.5万股股票,价值约1294万美元。 截至目前, 英伟达的市值已经超过4万亿美元,已成为世界上市值最高的公司。 就在黄仁勋出手 减持的周五,英伟达的股价也再次刷新了历史新高。 不过,近期已经有不少华尔街分析师开始警告英伟达估值过高的风险,黄仁勋的减持行动似乎 也侧面印证了这一点。 BTIG首席市场技术分析师乔纳森·克林斯基表示:" 现在确实已经进入超买状态。 虽然这不代 表股价即将反转,但这是需要警惕的信号。此前市场情绪就已经偏乐观,现在几乎到了狂热的 边缘。" 早在今年3月,黄仁勋就依据10b5-1规则披露了减持600万股英伟达股票的计划, 而周五的减持行动 是这一计划的一部分。 10b5-1交易计划允许上市公司的内幕人士事先决定在预定时间出售指 定数量的股票。这一计划的目的是为了避免内幕交易的嫌疑,确保交易的透明度和公平性。 自上个月开始,黄仁勋就已经开启了他的本轮减持行动,而根据美国证券交易委员会的另一份 文件,本周早些时候,黄仁勋已经出售了22.5万股英伟达的股 ...
甘肃通报:褐石培心幼儿园餐食铅含量严重超标 6人被批捕 17人被立案审查调查
财联社· 2025-07-20 11:35
Core Viewpoint - The investigation into the abnormal blood lead levels among children at the Gansu Province's Maiji District's Heishi Peixin Kindergarten revealed serious food safety violations, including the use of toxic non-food-grade pigments in food preparation, leading to significant health risks for the children and staff [1][4][20]. Group 1: Case Investigation - The kindergarten's chef purchased non-food-grade pigments online, which were then mixed into food served to children, resulting in lead levels in the food that were severely above safety standards, with corn rolls and red date cakes containing 1340 mg/kg and 1052 mg/kg of lead respectively [2][11]. - The kindergarten's management aimed to enhance the visual appeal of food to attract more students, leading to the decision to use these harmful additives despite the availability of safer alternatives [3][10]. Group 2: Environmental Pollution Investigation - Environmental tests around the kindergarten showed no lead contamination in air, water, or soil, indicating that the source of lead exposure was not from the surrounding environment but from the food served at the kindergarten [6][7][8]. - Investigations into nearby industrial sites confirmed that they did not contribute to lead pollution affecting the kindergarten, as they were located over 1.8 kilometers away and had ceased operations that could produce lead contamination [8][9]. Group 3: Blood Lead Testing and Medical Response - A total of 251 children and 34 staff members were tested for blood lead levels, with 247 children and 28 staff members showing abnormal results, prompting immediate medical intervention [20][21]. - The treatment for affected individuals has shown promising results, with an average reduction of 40.21% in blood lead levels after the first treatment cycle [21]. Group 4: Accountability and Regulatory Response - Investigations have led to the arrest and accountability of multiple individuals involved in the kindergarten's management and regulatory oversight, highlighting systemic failures in food safety monitoring and public health response [16][19]. - The Gansu provincial government has committed to a thorough review and overhaul of food safety regulations in educational institutions to prevent future incidents [22].
央企年度考核结果出炉
财联社· 2025-07-20 11:29
国务院国资委7月18日发布了2024年度和2022—2024年任期中央企业负责人经营业绩考核A级 企业名单。 在2024年度业绩考核中,国家电网有限公司、中国石油天然气集团有限公司、中国移动通信集团有 限公司等50家中央企业获评A级;在2022—2024年任期业绩考核中,招商局集团有限公司、中国移 动通信集团有限公司、中国远洋海运集团有限公司等50家中央企业获评A级。 当日,国务院国资委还发布了2024年度中央企业科技创新优秀企业榜单,中国石油化工集团 有限公司、国家电网有限公司、中国船舶集团有限公司等28家企业榜上有名。这是继去年首 次设立并发布年度科技创新优秀企业榜单后,国务院国资委再次发布该榜单, 今年上榜企业数 量较去年的26家有所提升。 对中央企业负责人实施经营业绩考核是国务院国资委依法履行出资人职责的重要手段。 2024年度和2022-2024年任期 中央企业负责人经营业绩考核A级企业名单 根据《中央企业负责人经营业绩考核办法》,2024年度和2022-2024年任期中央企业负责人 经营业绩考核结果已经国务院国资委党委会议审议通过。2024年度和2022-2024年任期中央 企业负责人经营业绩考核 ...
警惕基孔肯雅热!广东佛山已超千例感染
财联社· 2025-07-20 10:16
据央视新闻,近期, 广东佛山出现一起输入引起的基孔肯雅热疫情。 20日,佛山市召开发布会 介绍, 截至19日,佛山全市累计报告确诊病例1873例,均为轻症病例。 为应对疫情, 佛山多区发布《告全体市民书》,号召公众积极行动,充分利用周末时间,及 时清除蚊虫孳生地,杀灭成蚊。 什么是基孔肯雅热?人感染后有什么症状?应该如何防范? 感染基孔肯雅热后 有什么症状? 佛山市卫生健康局发布提醒,基孔肯雅热是由基孔肯雅病毒引起, 通过伊蚊(俗称花斑蚊)叮 咬传播的急性传染病, 各年龄段人群都有可能感染发病。健康人被带毒蚊子叮咬后,病毒将在 人体内潜伏1到12天,一般为3到7天。 图片来源:云南疾控 感染后, 患者可能会短时间内出现高烧,体温可升至39℃或以上,并伴随明显的关节疼痛,尤其集 中在手指、手腕、脚踝和脚趾等小关节,部分患者的疼痛可能持续数天至数月。 此外,患者还可能出现 皮疹、头痛、肌肉疼痛、乏力、恶心、呕吐等症状。 基孔肯雅热的多数患者为轻症,大约一周可治愈,重症及死亡病例较为少见。 北京佑安医院感染综合科主任医师李侗曾介绍,"基孔肯雅病毒是1952年在坦桑尼亚发现的, 我国曾有输入病例,一般症状不重,病死率 ...
“欧美长期严密封锁”,中国科学家突破!
财联社· 2025-07-20 09:33
2021年,当"天问一号"探测器在距火星220万公里处拍摄下火星的首张高清"肖像"时,很少有人知 道,记录这历史性瞬间的"眼睛", 它真正的名字叫做—— 离轴三反光学系统。 "天问一号"获取的首幅火星图像 图片来源:中国国家航天局 此前,这项核心技术长期被欧美国家列入"禁止出口"清单, 实施严密的技术封锁。而如今, 我国 的科学家们 已突破重重壁垒,使其成为我国空间探索任务中不可或缺的"标准配置" 。 中国的"光路巧匠":打破封锁,独立自主 离轴三反光学系统自由曲面反射镜的制造曾被称为"不可能完成的任务"。三片非球面镜不仅形 状各异,装调时更要控制18个自由度,其难度相当于蒙眼把三块异形积木悬空拼成一座桥。欧 美在90年代突破该技术后立即进行技术封锁,中国团队只能白手起家。 从0到1的突围充满故事性。2002年长春光机所张学军院士团队初创时,曾有人断言:"离轴三 反?你们既设计不出,也造不出, 更调不好!"如今,这支百人团队已形成"设计-制造-检测- 装调"全链条能力,支撑着我国40%以上的高分辨率遥感卫星。正如团队灵魂人物张学军院士 所言:"要形成自己的核心竞争力,不受制于人,我们必须独立自主。" 团队历时 ...
优必选,中标人形机器人企业最大采购订单
财联社· 2025-07-20 07:54
Group 1 - The core viewpoint of the article highlights the significant procurement order won by UBTECH Robotics, marking it as the largest procurement order for humanoid robots globally, amounting to 90.5115 million yuan [1] - UBTECH Robotics announced the launch of the world's first humanoid robot, Walker S2, which features autonomous battery swapping capabilities, with plans to deliver 500 units for the smart manufacturing industry this year [1] - Additionally, UBTECH has received over 100 orders for its Tian Gong Xing Zhe robot aimed at research and education, with expectations to deliver more than 300 units this year [1]
引擎突然起火,美国一波音客机紧急返航
财联社· 2025-07-20 06:24
目前,美国联邦航空局已介入调查。 据央视新闻,当地时间18日,达美航空公司一架波音767客机按计划从美国加州洛杉矶飞往佐治亚州 的亚特兰大,但客机在起飞后不久,左侧引擎突然起火。执飞机组随后返航洛杉矶机场,在起飞25 分钟后,客机安全降落。事件中未有人员伤亡。 ...