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丁祖诒前妻加入争夺 西安翻译学院继承风波再起
经济观察报· 2025-06-09 13:28
法院认为,丁梦等人系必要共同诉讼参与人,在未明确放弃继 承权利的情况下撤诉,可能影响遗产性质的认定及原告杨存珠 的继承权利。 作者:田国宝 封图:图虫创意 一份由西安市中级人民法院(下称"西安中院")出具、落款时间为5月28日的裁定书显示,西安翻 译学院继承纠纷案新增一名原告杨存珠。 杨存珠为西安翻译学院创办人丁祖诒的前妻,两人育有三个女儿:丁晶、丁涛和丁梦。二人已于 1984年6月30日离婚。 2019年8月,西安市雁塔区公证处出具情况说明,确认上述公证书为伪造。在这前后,丁梦与西安 翻译学院就假公证书先后向公安机关报案,但因超过立案期限没有立案。 2024年8月,丁梦、权勇与权丁文向西安中院提起民事诉讼,将丁晶列为被告,要求重新分割丁祖 诒在西安翻译学院的投资权益。因西安翻译学院为民办非营利机构,不能直接作为遗产被继承,只 能继承投资权益,进而获得举办者身份。 2025年3月7日,原告和被告交换证据。 2025年4月23日和5月6日,丁梦及权勇、权丁文先后向西安中院提出撤诉,理由是"为了家庭和 睦"。至此,西安翻译学院继承风波有望平息。 2025年5月28日,西安中院出具裁定书,驳回撤诉请求。法院认为,丁 ...
“苏超”概念引爆市场,金陵体育股价7日狂飙150%
经济观察报· 2025-06-09 12:28
截至6月9日收盘, 金陵体育 股价已飙升至36.90元/股。短 短七个交易日内,该股累计涨幅高达156.25%。 作者:蔡越坤 封图:图虫创意 受江苏省城市足球超级联赛("苏超")空前火爆氛围的强力驱动,相关概念股在A股市场掀起追捧 热潮。其中,主营体育器材的金陵体育(300651.SZ)成为绝对龙头,其股价与可转债价格在短期 内呈现惊人涨幅。 自5月28日以14.40元/股的价格开盘,金陵体育的股价便开启暴涨模式。截至6月9日收盘,其股价 已飙升至36.90元/股。短短七个交易日内,该股累计涨幅高达156.25%。 与此同时,金陵体育旗下的可转债"金陵转债"也表现不俗。其价格从5月28日的收盘价123.04元/ 张,一路上涨至6月9日的收盘价186.93元/张,涨幅为51.92%。仅6月9日单日,其涨幅便达到交易 所规定的20%上限。 可转债交易异常波动 6月9日下午,金陵体育发布《关于可转债交易异常波动的公告》。公告指出,金陵转债于2025年6 月5日至6月9日连续三个交易日收盘价格涨幅偏离值累计达到39.14%(超过30%),根据《深圳证 券交易所可转换公司债券交易实施细则》相关规定,属于可转债交易异常 ...
从“特朗普海口”到“特朗普窗口”,留给俄罗斯的时间是有限的
经济观察报· 2025-06-09 11:22
特朗普夸下的24小时结束俄乌冲突的海口,已被证明是无效 的;但是,对于俄罗斯而言,"特朗普窗口期"是真实存在的。 俄罗斯高层应该重点思考的,是如何抓住、利用好已经不足4 年的窗口期。 作者:王义伟 封图:图虫创意 自6月1日乌克兰发动代号为"蛛网"的行动损毁了部分俄罗斯战略轰炸机之后,俄罗斯何时展开报 复就成为各方关注的焦点。 前几天俄罗斯加大了对乌克兰的空袭力度,但并没有外界预判的那么猛烈。路透社6月7日发布的 消息引述了美方的判断,认为俄方的报复行动尚未真正展开,如果展开,将是一次大规模且多管齐 下的打击,是"巨大、残酷且毫不留情的(huge,vicious and unrelenting)"。美方预判这样的报复 将在未来几天内发生。 对于美方这样的预判,笔者半信半疑。 关于俄乌冲突,笔者最新的判断是:特朗普夸下的24小时结束俄乌冲突的海口,已被证明是无效 的;但是,对于俄罗斯而言,"特朗普窗口期"是真实存在的。 俄罗斯高层应该 重点思考的,是如何 抓住、利用好已经不足4年的窗口期。 这个窗口期,有以下三个特征: 第一,特朗普确实不想火上浇油了。 综合外媒的报道,6月4日,美国国防部长赫格塞思没有参加在比 ...
苏超出圈:足球之外的城市共同体
经济观察报· 2025-06-09 11:22
以下文章来源于经济观察网 ,作者宋馥李 经济观察网 . 穿透24时区的前沿瞭望者,是赋能中国商业全球决策的财经资讯平台。 以"理性、建设性"为基本价值 观,服务于中国主流商业人群,是中国最具影响力的财经商业信息资讯平台之一。 城市的叙事,就是中国的叙事。而中国的叙事,就应该具象为 城市的叙事。它们可以宏大而高远,却也可以细微而有温度, 它可以是一种小吃、一场走秀、一个赛事,带着无尽的娱乐精 神冲破传播圈层,在社交媒体上独一无二。 作者:宋馥李 封图:东方IC 苏超越来越白热化的战况,始于足球,其迸发的意趣,早已飞出球场。即便你不是江苏人,无法感 知火热的赛场氛围,也会对层出不穷的梗津津乐道。 作为江苏首个以"全民参与+城市荣誉"为核心理念的赛事,"苏超"前两轮联赛,场均上座人数已超 过中甲,直逼中超。但在赛场之外,参与狂欢的人远不止球迷,甚至也无关体育。城市间玩梗创意 大赛同样扣人心悬,各大短视频平台的#江苏城市足球联赛#播放量飙升,13城的市民为荣誉而战 的斗志被空前激发。 可见,挂在嘴上的恩恩怨怨,其实是相爱相杀的城市情谊。人们总在说江苏是散装的,因为每个城 市单独拎出来,都有着不俗的经济实力,都有着鲜明 ...
AI转型的认知跃迁
经济观察报· 2025-06-09 11:22
Core Viewpoint - Artificial Intelligence (AI) is not the endpoint but the starting point for redefining the essence of business [1][34] Group 1: AI's Impact on Business - The rapid rise of AI is reshaping the global business landscape, becoming a strategic issue that no company can ignore [2] - AI brings not only technological updates but also systemic challenges to traditional business paradigms, organizational structures, and management philosophies [2][4] - Companies must actively embrace AI to gain a competitive edge and transition from passive adaptation to leading transformation [3] Group 2: China's Advantage and Challenges - Chinese companies have shown early advantages in AI practices across various fields such as smart manufacturing and digital marketing [4] - The leading position is rooted in China's complex market environment and high digitalization of user behavior, but it also brings deep structural challenges [4] - As AI moves to the core of business, companies face non-technical structural issues that require strategic, systemic responses rather than tactical fixes [4][6] Group 3: Building Cognitive Foundations - The evolution of AI technology is faster than any previous general technology, necessitating a systematic approach to information perception and technological insight [6] - Companies need to establish an open external knowledge network that includes academia, industry, and venture capital to better capture trends and understand emerging technologies [7] - Successful companies, like a major international group, are already building such networks to enhance their strategic insights [7] Group 4: Investment and ROI in AI - Understanding the return on investment (ROI) for AI projects is crucial for companies [8] - Many entrepreneurs report that their AI investments have not met expectations, highlighting the need for logical adjustments in AI investment strategies [9][10] - AI should be viewed as a strategic asset that evolves and adds value over time, requiring a shift from traditional ROI frameworks to a multi-dimensional evaluation system [11][13] Group 5: Governance and Human Factors in AI Transformation - The complexity of decision-making increases as AI becomes embedded in core business processes, necessitating dynamic thinking and organizational adjustments [15] - AI-related strategic decisions should involve cross-departmental collaboration rather than relying on a few individuals [16][18] - Companies need to establish dedicated AI strategy departments or appoint Chief AI Officers (CAIO) to integrate AI into their organizational framework [20] Group 6: Talent and Organizational Structure - The future organization will be characterized by high dynamism, adaptability, and ecological coexistence, moving away from traditional fixed roles [23] - Companies require a talent pool that integrates data understanding, AI application, and business innovation, as traditional roles will be significantly replaced [24] - Successful companies will be those that understand AI as a strategic imperative and leverage it for organizational transformation [30] Group 7: Strategic Cognition and Competitive Edge - A new wave of AI-native companies will emerge, fundamentally challenging traditional businesses by redefining industry logic [26][27] - Companies must have the courage and capability for self-disruption to transform effectively [28] - The competition will shift from merely using tools to building systematic learning and adaptability capabilities [31][32]
CPI增长持续承压 研究者建议尽快出台新的增量政策
经济观察报· 2025-06-09 11:22
近几个月CPI的走势说明,国内由市场引导的供求总量失衡态 势仍在发展中。这种现象会进一步弱化企业预期、打击企业信 心,进而使居民消费活动向更谨慎的态势发展,为此要高度重 视并尽快扭转此态势。 作者:田进 封图:图虫创意 6月9日,国家统计局公布的数据显示,2025年5月全国居民消费价格指数(CPI)同比下降0.1%, CPI同比增速已连续四个月出现负增长 。1—5月平 均,CPI比上年同期下降0.1%。 具体来看,5月蔬菜价格同比降幅由上月的-5.0%扩大到-8.3%,猪肉价格同比涨幅也出现回落。此外,受5月上旬国际原油价格走低影响,当月国内成 品油价格下调,能源价格同比下降6.1%,降幅比上月扩大1.3个百分点,影响CPI同比下降约0.47个百分点,是导致5月CPI同比下降的主要因素。 5月CPI数据发布当天,东方金诚宏观研究发展部发布的报告提出,剔除波动较大的食品和能源价格,更能反映基本物价水平的核心CPI同比持续处于 1.0%以下的低位,表明当前国内物价水平稳中偏弱,其中 消费需求不足是主要原因。 国务院发展研究中心宏观经济研究部研究员张立群表示,近几个月CPI的走势说明,国内由市场引导的供求总量失衡态 ...
碳酸锂这次真的见底了吗?
经济观察报· 2025-06-08 07:06
Core Viewpoint - The price of lithium carbonate has experienced a dramatic decline, dropping nearly 90% from its peak of 570,000 yuan/ton in November 2022 to around 60,000 yuan/ton by June 2025, raising concerns about the sustainability of the lithium industry and its impact on related companies [1][6]. Price Trends - As of June 6, 2025, the main contract for lithium carbonate rose by 0.23% to 60,440 yuan/ton, marking the first weekly gain in two months [2]. - Despite the futures market showing signs of recovery, the spot market continues to decline, with prices hitting a new low of 60,180 yuan/ton on June 6, 2025, down 500 yuan/ton from the previous week [3]. Supply and Demand Dynamics - The rapid increase in supply since 2023 has outpaced demand growth, leading to a significant drop in prices despite the ongoing demand for lithium carbonate driven by the electric vehicle market [9][22]. - The apparent consumption of lithium carbonate in China is projected to grow from 667,000 tons in 2023 to 933,000 tons in 2024, indicating a continued demand increase [7]. Industry Expansion - The number of lithium mining concept stocks has surged from a few dozen before 2020 to 45 currently, reflecting significant capital inflow into the sector [12]. - Companies like Salt Lake Co. and Zijin Mining are expanding their production capacity despite the current price downturn, with Salt Lake Co. planning to double its capacity to 80,000 tons per year [15][16]. Cost Structure - The production costs for various lithium sources vary, with salt lake companies around 40,000 yuan/ton, while African and Jiangxi mines range from 60,000 to 80,000 yuan/ton [14]. - Salt Lake Co. claims a competitive edge with production costs as low as 35,000 yuan/ton, allowing them to expand even in a declining price environment [16]. Market Outlook - Analysts express skepticism about a near-term price recovery, citing ongoing supply surplus and high inventory levels in the market [24]. - The potential for high-cost production facilities to shut down could provide some support for prices, but the overall sentiment remains cautious regarding the industry's short-term stability [23][24].
重组上市预期升温 哈啰激进变现
经济观察报· 2025-06-08 04:21
Core Viewpoint - The article discusses the commercialization efforts of Hello (哈啰), highlighting its various advertising initiatives and the implications of its recent corporate restructuring and market positioning. Group 1: Commercialization Efforts - Hello is actively pursuing commercialization through various advertising channels, including app ads, offline vehicle ads, and voice lock ads [1][9] - The advertising initiatives include detailed offerings such as bike and e-bike ads, as well as non-standard collaborations like themed events and custom challenges [11] - The company has partnered with luxury brands like LOEWE and Nike for limited edition vehicle advertising in Shanghai, indicating a push towards high-profile collaborations [12][14] Group 2: Corporate Restructuring and Control - Yang Lei has successfully become the actual controller of the A-share company Yong'anxing (永安行) through a series of operations [2][3] - Yong'anxing plans to issue up to 71.82 million shares to its controlling shareholder, Shanghai Hamao Business Consulting Co., which will increase Yang Lei's and Shanghai Hamao's shareholding from 19.57% to 38.06% [4][5] - There is speculation about the potential injection of Hello into the listed company, but the company has stated that there are no current plans for a restructuring or listing of Hello within the next 12 months [6][7] Group 3: Market Position and Competition - Hello has emerged as one of the three major players in the shared bicycle market, alongside Didi Qingju and Meituan, following a series of industry consolidations [17] - The company has raised its pricing structure, with the starting price for bike rentals in Beijing set at 1.5 yuan for 15 minutes on weekdays and 1.8 yuan on weekends, differentiating itself from competitors [20][21] - Despite the competitive landscape, Hello's user choice rate stands at 57.32%, indicating a strong market presence, although it trails behind Meituan's 64.52% [24]
亏损加剧、商业化遇阻,氢燃料电池汽车深陷“政策依赖症”
经济观察报· 2025-06-08 04:21
Core Viewpoint - The hydrogen fuel cell vehicle industry is facing significant challenges, including increased losses among companies, a lack of effective commercialization, and the impending expiration of supportive policies by 2025, prompting urgent calls for new policy measures and financial support [3][5][15]. Group 1: Financial Performance of Hydrogen Fuel Cell Companies - Companies in the hydrogen fuel cell sector are experiencing heightened losses due to multiple factors, including accounts receivable crises, excessive R&D investments, and declining stack prices [3][8]. - In 2024, major companies like Yihuatong reported a revenue drop of 54.21% to 367 million yuan, with net losses expanding to 456 million yuan. Collectively, four leading firms faced losses exceeding 1.81 billion yuan, with an average loss increase of over 60% [3][7]. - The cash flow crisis is exacerbated by delayed government subsidies, leading to a paradox where increased subsidies do not alleviate cash flow issues [8][9]. Group 2: Commercialization Challenges - The hydrogen energy industry has not achieved effective commercialization, primarily due to the mismatch between hydrogen production costs and terminal demand, as well as a lack of diverse application scenarios [11][12]. - Currently, green hydrogen accounts for less than 10% of production, with gray hydrogen being the predominant source, leading to significant cost disparities (gray hydrogen at approximately 10 yuan/kg versus green hydrogen at 30-40 yuan/kg) [11][12]. - The logistics sector, which is highly cost-sensitive, faces challenges in scaling up hydrogen fuel cell vehicles due to high lifecycle fuel costs compared to diesel vehicles [13]. Group 3: Policy and Industry Demands - Industry stakeholders are calling for continuous policy support, a national hydrogen network, specialized financing channels, cost reduction strategies for green hydrogen, and the diversification of application scenarios [15][18]. - There is a consensus on the need for a long-term mechanism to prevent policy gaps that could hinder capital investment and technological progress [16]. - The establishment of a national hydrogen energy fund and the promotion of green hydrogen through mandatory quotas in industrial sectors are seen as essential steps for the industry's growth [17][18]. Group 4: Future Outlook - Despite current difficulties, there is optimism within the industry regarding the potential for hydrogen fuel cell vehicles to achieve cost parity with traditional fuel vehicles within the next 3-5 years [19]. - The upcoming years are critical for the industry, with expectations that companies lacking core competitiveness may be eliminated, while strong players could thrive [19].
外贸企业抢“出口”
经济观察报· 2025-06-08 04:21
Core Viewpoint - The article discusses the impact of the 90-day tariff adjustment window between China and the U.S. on foreign trade enterprises and banks, highlighting the urgency for companies to deliver products to U.S. ports to avoid higher tariffs and ensure timely payment for loans [1][4][18]. Group 1: Loan Issuance and Trade Dynamics - Banks are now assessing whether foreign trade enterprises can deliver products to U.S. ports within the 90-day window before issuing new foreign trade loans [3][14]. - The recent tariff adjustments have led to a surge in production and shipping activities among foreign trade enterprises, as they aim to fulfill backlog orders during the 90-day window [5][12]. - The efficiency of order delivery to U.S. customers has become a critical factor for banks in determining loan issuance, with banks closely monitoring the progress of enterprises [8][18]. Group 2: Financial Services and Risk Management - State-owned banks are enhancing foreign exchange risk management services for foreign trade enterprises, emphasizing customized financial solutions [3][21]. - There is a growing demand for foreign exchange derivatives to hedge against currency fluctuations, particularly among small and medium-sized foreign trade enterprises [20]. - Banks are adopting a "one enterprise, one policy" approach to tailor financial services based on the specific needs and circumstances of different foreign trade enterprises [21]. Group 3: Market Reactions and Economic Indicators - The manufacturing PMI rose to 49.5% in May, indicating improved export conditions following the tariff reductions, which has encouraged enterprises to expedite production [11][12]. - The container throughput at Shanghai Port increased by 10.2% year-on-year in May, reflecting the heightened activity of foreign trade enterprises striving to secure shipping slots [12]. - The article notes that larger foreign trade enterprises generally have more confidence in meeting the 90-day deadline due to established relationships with shipping companies and robust production capabilities [19].