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日本巨变
首席商业评论· 2025-06-09 04:12
以下文章来源于格隆 ,作者万连山 格隆 . 一个游走于资本市场与佛祖之间的浪子。我可以生,可以死,我大笑,由天决定! 最近关于日本的重大新闻不少。 首先是日债,30年、40年国债利率分别飙升至2.999%、3.336%,双双创历史新高,且连续多日无人出价。 这些异常现象,标志着日本正遭遇自1999年基准国债制度建立以来,最严峻的信任危机。 其次,自1991年以来,日本首次失去全球最大债权国地位。 5月27日,日本财务省公布数据,截至2024年底,日本对外净资产余额再创新高、达到533.05万亿日元,同 比增长12.9%,但仍被德国以3.95万亿美元超过。 作为欧洲火车头,德国2024年商品贸易顺差高达2487亿欧元,辐射"欧洲单一市场"超过5亿消费者,并吸引 了整个欧盟约40%的跨境投资。 很明显,并不是日本弱,而是去年的德国太强。 所以5月27日,日本财务大臣加藤胜信在采访中表示: 简单来说就是出口国为进口国提供产品,得到的报酬。 但这个报酬,并不能直接用于本国。 比如,国内长期流行这样的论调: 又援助非洲兄弟几百亿美元,又花那么多钱去买美债,又……这些钱,为什么不拿去资助西部贫困地区, 为什么不去提高全民 ...
中国的垃圾,不够烧了
首席商业评论· 2025-06-09 04:12
Core Viewpoint - The article discusses the transformation of waste management in China, highlighting the shift from a "garbage siege" to a situation where waste incineration plants are struggling to find enough garbage to process, leading to a competitive environment for waste collection and management [3][11][21]. Group 1: Current State of Waste Incineration - Waste incineration plants in China are facing a shortage of garbage, with an average operational load rate of about 60%, leaving 40% of capacity idle [6][12]. - In 2023, there were 83,467 planned shutdown days for waste incineration plants, indicating significant operational challenges [10]. - The rapid increase in the number of incineration plants has led to a situation where the supply of waste is insufficient to meet the processing capacity [21][12]. Group 2: Historical Context and Development - The turning point for waste incineration in China occurred in 2003 when the government shifted to a model allowing private investment in waste management [13]. - Policies promoting waste incineration, such as increased subsidies for renewable energy projects and pollution control standards, have facilitated the growth of this industry [14][16]. - From 2017 to 2021, an average of 103 new waste incineration plants were commissioned annually, with significant projects launched in provinces like Henan and Hebei [17][18]. Group 3: Industry Dynamics and Competition - The competition for waste has intensified, with some incineration plants offering incentives to property companies for waste collection [4]. - Companies are exploring new markets abroad due to domestic waste shortages, with over 50 overseas waste incineration projects already in operation [24][25]. - The article notes that the increasing number of incineration plants has led to a decline in the number of landfills, as incineration becomes the preferred method of waste management [19]. Group 4: Technological Advancements and Global Positioning - Chinese waste incineration companies are leveraging advanced technologies to improve waste processing efficiency and reduce emissions, often exceeding international standards [25][26]. - The industry has evolved from relying on imported waste to becoming a leader in waste management technology, with the ability to export expertise and solutions globally [26].
中国最贵的英语考试,开始闹破产了
首席商业评论· 2025-06-08 03:56
以下文章来源于网易数读 ,作者网易数读 网易数读 . 网易旗下栏目,用数据说话。 雅思这么贵,主办方却亏麻了。 提到雅思,多少"留子"恨得咬牙切齿。花两千多考试、八千多上直播课,却还是卡在 6.5 分的地狱循环里, 只能一次次重考。 最近包括考研名师周思成,都加入了"连考大军",十天内四场雅思,只为用四张 8.5 分成绩单打脸网友对自 己成绩造假的质疑。 不少"考鸭"纷纷自嘲,原来不是系统压分,是自己水平确实不够。就在考生刷分刷到破产的同时,遥远的大 不列颠传来雅思主办方要破产的消息。 据《卫报》披露,雅思考试主办方之一的英国文化协会(British Council)正陷入严重财政危机,其 CEO 警 告如果政府不采取行动挽救,英国文化中心将在十年内"消失" [1]。 "雅思破产", 中国考生第一个不同意 在绝大多数中国考生眼里,说雅思主办方要破产了,估计是没人会愿意买账的: 这可是动辄 2000+ 雅思考试报名费啊,有人爱马仕铅笔都攒了好几根,怎么还会撑不下去?这我真不信。 坊间也最爱调侃,雅思考试才是世界知名奢侈品牌,纯正英国血统、分店遍布全球。 除了饱受诟病的天价费用,频繁的重考更是让人望而却步 ,很多 ...
一条视频涨粉2000万,韦神凭什么?
首席商业评论· 2025-06-08 03:56
韦东奕为何要开抖音号? 01 三句话,涨粉2000万 好家伙,还得是韦神。 韦东奕最近在抖音上再次创造了一个传奇:6月5日晚,有"韦神"之称的韦东奕开通个人社交平台账号,发布视频和网友打招呼。截至写稿,韦东奕账号粉丝就已经 突破2000万。 这个视频只有4秒,没有滤镜、情节,甚至都没有过多的姿势,他只是站着打了一个招呼,说几句话就够了。在评论区迅速变成了高考许愿池,无数的人涌入许 愿,期待自己或孩子高考顺利。 这彻底打破了大众对流量密码的常规认知,在短短两天内粉丝从零突破千万,成为了当之无愧的"顶流"。 很多人很好奇,韦东奕为何要突然开设抖音账号?其实他并非一时兴起,而是多重因素推动的理性选择。 一方面,抵制侵权乱象。 过去,总是有大量假冒账号盗用其形象牟利,甚至通过AI换脸伪造直播内容,严重侵犯其肖像权与学术声誉,据说家人为其协助开设官 方账号的首要目的是"以正视听",建立真实可控的窗口。堂哥说,开设账号是家人提议、本人同意的决定。为什么要做此提议,据称是为"建立一个真实可控的窗 口",防止恶意剪辑与造谣行为,并非为了流量或商业行为。 另一方面,是知识传播的尝试。 韦东奕的家属称,后续韦东奕的账号将分享数学 ...
高圆圆赞赏,王家卫视为男神!这个男人,比想象中更天才
首席商业评论· 2025-06-08 03:56
有段话,最近特有感触。 " 落在一个人一生中的雪,我们不能全部看见。每个人都在自己的生命中,孤独地过冬。" 它让我想起日本的一个作家。 幼年父母、姐姐相继去世,15岁最后一个至亲祖父也离他而去。 谈了几段刻骨恋爱,最终都无疾而终。 交了两个至交,晚年却遭遇友人不断离世。 可是这个被称为"全宇宙孤独的男人", 却写出了人世间至美的文字。 最有名的是那句: 夜间四时醒来,海棠花未眠。 浅浅淡淡几个字,给予了无数孤寂之人活下去的力量。 是的,这个人就是 日本文学泰斗,也是日本第一位获得诺贝尔文学奖的 文学大家 —— 川端康成 。 凭借卓越的感受性和小说技巧,他的作品 《雪国》、《古都》、《千只鹤》被誉为"史上至美诺 奖"作品。 精细、微妙的写作风格 , 更是影响 了几代中国读者。 王家卫 说:川端康成,对我影响深远。 高圆圆 说: 静下心来,重读《雪国》。 当年看不到的、字里行间安静的美,现 在都涌到眼前来了。 莫言 直言:"《雪国》是我写作道路上的灯塔"。 15年前,当我读到《雪国》我感到像被心仪已久的姑娘抚摸了一下似的,激 动无比。 康成在获得"诺奖"后,在家接受记者的采访 就连自诩才气逼人,公开叫嚣整个华语文 ...
美团无人机香港首条运营航线开航|首席资讯日报
首席商业评论· 2025-06-08 03:56
Group 1 - Meituan's first regular drone delivery route in Hong Kong has officially launched, enhancing delivery efficiency by 7 times and marking a new chapter in the low-altitude economy [1][2] - Jiahe Foods has confirmed that the coffee brand "Lucky Coffee," under Mixue Ice City, is one of its important clients, indicating a strong presence in the food and beverage sector [3] - Didi will start distributing over 600 million yuan in high-temperature subsidies across nearly 300 cities in China, providing support for drivers during the summer months [5][6] Group 2 - Boeing has resumed aircraft deliveries to China, with the first Boeing 737 MAX aircraft recently delivered after being returned to the U.S. in April, indicating a recovery in the aviation supply chain [7] - The price of Lao Miao gold jewelry has dropped to 999 yuan per gram, down from 1008 yuan, reflecting a decrease of 9 yuan per gram in two days, influenced by reduced risk sentiment and a stronger dollar [8][9] - Tesla's humanoid robot project leader has announced his departure, with Ashok Elluswamy taking over, which may impact the project's future direction [10] Group 3 - White Elephant Foods has decided to rename its "Duoban" series products to "Noodle Cake 120g" and "Noodle Cake 110g," ceasing production of the original packaging, aiming for greater transparency in branding [11][12] - The China Automobile Circulation Association reports that the new car price war continues, which may suppress the activity in the used car market, as the supply of used cars shows signs of fatigue [17]
跳绳也玩黑科技!智能计数,每天抡起来,越来越轻盈~
首席商业评论· 2025-06-07 03:51
1 . 跳10多分钟燃脂114千卡?!自动计数智能跳绳,有绳无绳双模式 2.跳绳竟然也出黑科技了?智能计数,重力球,练好跳绳,减肥就是这么简单! 俗话说一胖毁所有,在这个以瘦为美的时代, 水桶腰,大粗腿,拜拜肉是所有女人的天敌 。 虎背熊腰、 肥腻腻的身材, 想挑件合适的衣服都难 ,而苗条的身材就是套个麻袋都好看! 肥肉影响的不止是体型,还有可能会影响你的美貌。 国民妹妹IU之前胖嘟嘟的,看起来普普通通, 瘦了之后,美貌直接升级好几个level ~ 还有我闺蜜,以前也是个小胖子,只敢穿宽松的衣服邋里邋遢。 瘦下来之后 ,每天不用纠结穿什么, 各种美衣想穿就穿,人也自信开朗不少 。 问她有什么减肥秘笈,她说跳绳啊,管不住嘴,只能迈开腿了。 跳绳 简单好上手 ,重点是燃脂效率高,瘦的快 。 别小看跳绳消耗的热量,有数据显示, 跳绳十分钟≈游泳40分钟≈瑜伽60分钟≈跑步30分钟 。 跳绳居然消耗脂肪朂快,而且还能增强身体协调性。 但,除了运用正确的跳绳姿势,跳绳运动健身朂重要的就是 跳绳的品质 了,因此你需要一款懂你所需的跳绳。 今天小编就给大家安利一款 智能电子计数两用跳绳。 有绳+无绳负重球可自由切换,还自带 ...
猫鼠游戏:中国作弊与反作弊简史
首席商业评论· 2025-06-07 03:51
今天是6月7日,全国高考首日。想象一下这样的场景:晨光熹微,上千万中国学子怀揣梦想与忐忑,步入一个堪比最高安保级别实验室的场所。迎接他们的,是 金属探测仪从发梢扫到鞋底的"亲密接触",是指纹或人脸识别系统堪比特工电影的身份验证,是360度无死角、分辨率足以数清每个人眼睫毛的高清摄像头凝视, 以及信号屏蔽器让方圆百米内手机瞬间变"砖头"的强大"气场"。考场内,空气凝重如铁,落针可闻,唯有笔尖划过纸张的沙沙声,以及——或许还有某些人因紧张 或心虚而加速的心跳声。 这些学子们参与的,不仅仅是一场决定命运的考试,更是一场源远流长、惊心动魄的"猫鼠游戏"——作弊者与反作弊者之间,跨越千年的"智慧"(jiao hua)与意 志的巅峰对决。这种现象并不是什么现代产物,而是根植于中国悠久的考试文化土壤的"老古董"。从科举的贡院到今日的高考考场,作弊的"创意"与反作弊的"铁 腕"好似DNA的双螺旋,在历史长河中相互缠绕、共同演进。今天,就让我们这些高考看客们,推开这扇厚重的历史考场大门,看看这场"无间道"大戏里,上演过 哪些令人啼笑皆非、拍案叫绝的攻防奇谋。 奇葩创意:从飞鸽传书到大规模团伙作案 高考的前身——科举考试,起源于 ...
安踏的豪赌:萨洛蒙能否成为下一个“始祖鸟”?
首席商业评论· 2025-06-07 03:51
Core Viewpoint - Salomon has successfully transitioned from a niche outdoor brand to a mainstream choice among the middle class, driven by innovative product offerings and strategic marketing efforts [5][11][23]. Group 1: Brand Evolution - Salomon's sales in China have seen a three-digit growth compared to pre-2020 levels, with footwear sales accounting for 70% of revenue [9]. - The brand's revenue exceeded $1.3 billion in 2023, with projections indicating that footwear sales alone will surpass $1 billion by 2024 [9][37]. - Salomon's history dates back to the 1950s, initially focusing on skiing equipment and later expanding into trail running shoes, addressing market gaps and consumer needs [12][18]. Group 2: Market Strategy - Salomon's acquisition by Anta in 2019 marked a significant shift, allowing the brand to engage with various sports communities, including disc golf, marathon running, and trail running [23][25]. - The brand has developed activities targeting both novice outdoor enthusiasts and hardcore trail runners, enhancing user engagement and brand loyalty [26][30]. - Salomon has effectively utilized social media platforms like Xiaohongshu to connect with fashion-conscious consumers, leveraging influencer marketing to boost brand visibility [31][33]. Group 3: Financial Performance - Amer Sports, Salomon's parent company, reported a revenue of $5.18 billion in 2024, with a 53.7% increase in revenue contribution from the Chinese market [37]. - The company achieved profitability with a net profit of $73 million, marking a 135% year-on-year increase [39]. - Despite strong growth, projections for 2025 indicate a slowdown, with expected revenue growth of 13% to 15% compared to 18% in the previous year [41]. Group 4: Challenges and Competition - Salomon faces quality control issues due to production shifts to Vietnam and China, leading to consumer complaints about product durability [44]. - The brand has lost some loyal customers who feel that its products have shifted from professional outdoor gear to trendy streetwear [46]. - Competitors like HOKA are gaining traction in the market, posing a challenge for Salomon to maintain its growth trajectory [49][50].
王自如感谢董明珠和雷军|首席资讯日报
首席商业评论· 2025-06-07 03:51
Group 1 - Qi Xiangdong, chairman of Qi Anxin, highlighted the severe internal competition in the cybersecurity industry, stating that software development can take years and cost billions, yet the costs remain invisible during bidding processes, leading to destructive price wars [1][2] - Qi called for government intervention to improve the business environment for the software industry and promote healthy development [1] Group 2 - Wang Ziru expressed gratitude towards Dong Mingzhu and Lei Jun for their encouragement and support at different times, which helped him maintain his ideals [3] Group 3 - Xizi Elevator announced the passing of its chairman and general manager, Liu Wenchao, who died at the age of 54 [4] Group 4 - Amazon announced layoffs in its book department, affecting fewer than 100 employees, as part of efforts to improve efficiency and streamline operations [5] Group 5 - Indonesia is evaluating the feasibility of purchasing Chinese-made J-10 fighter jets to enhance its air force's modernization while considering cost-effectiveness [6] - The performance of the J-10 in the India-Pakistan conflict is a significant factor in Indonesia's consideration [6] Group 6 - XPeng Motors launched the "Chasing Light Panorama" AR-HUD system, developed in collaboration with Huawei, featuring an 87-inch display and supporting multiple driving scenarios [7] - The system aims to enhance driving safety and user experience through advanced imaging technology [7] Group 7 - Elon Musk announced that Tesla's next-generation AI chip, Dojo 2, will be launched later this year, indicating progress in AI training technology [8] Group 8 - Trump Media & Technology Group submitted an application for a Bitcoin ETF, aiming to list it on the New York Stock Exchange, which will directly hold Bitcoin and reflect its price performance [9] - The ETF's approval process is expected to conclude by early next year [9] Group 9 - Semiconductor Manufacturing International Corporation (SMIC) announced plans to sell a 14.832% stake in its Ningbo subsidiary to Hunan Guoke Microelectronics [10] Group 10 - The National Health Commission of China announced plans to promote painless childbirth services across medical institutions, aiming for comprehensive availability by 2027 [12][13]