另一方面，抓住就业市场供需不匹配的症结，推动高等教育、职业教育与产业升级步伐相适应。比如， 紧盯市场需求，动态调整高等教育学科设置；推动职业教育改革，搭建多样化的技能培训平台，帮助传 统行业工人更新技能，而不是"拿着算盘应对量子计算机"。顺应新一轮科技革命和产业变革趋势，让创 新技术应用与就业优先相互促进，实现高质量充分就业才有坚实保障。 在未来数十年，熟练使用人工智能很可能成为大多数职业的必备技能，并深刻影响就业市场。就业市场 变革的本质，从来都是技术演进与人力资本价值重估的双向奔赴。 新技术的发展，一直伴随着就业的"替代效应"。在现代化的汽车工厂里，会操作机械臂的工程师正在取 代传统流水线上的一些岗位；传统的大型零售商近年来大规模投资直播电商，拒绝数字化转型的企业则 步履维艰……新技术的推广应用往往会导致重复性、标准化的就业岗位被替代，这是我们当前需要直面 的挑战。 然而，作为经济土壤中的"超级肥料"，新技术既带来传统岗位的替代，更促进新兴产业发展，直接创造 新的岗位需求。现实中，一个人工智能训练师的诞生，可以孕育数据标注、伦理审查等衍生岗位；每座 光伏电站的并网，可以催生更多智能运维工程师岗位……当一些 ...

Group 1: Core Insights - The report highlights the rise of emotional consumption in the IP derivative products sector, driven by the increasing willingness to pay for emotional value and the rapid spread of modern media [7][26][32] - The new tobacco trend is gaining momentum, with companies like Philip Morris International leading the transition towards a "smokeless future," indicating a global shift in the tobacco industry [8] - Innovations in supply and channel transformations are providing new opportunities for domestic brands in the personal care sector, with companies like Baiya and Dengkang leveraging differentiated products to enhance brand growth [9] Group 2: Industry Summaries - The home furnishing sector is expected to maintain a weak but stable state, with a focus on high-dividend investments in leading companies as supply gradually exits the market [10] - The paper industry is anticipated to see a gradual balance between supply and demand, with a potential recovery in the cycle as new supply pressures ease [11] - In the packaging industry, high-dividend stocks like Yutong Technology and Yongxin Co. are favored, with expectations of improved profitability in the metal packaging sector due to industry consolidation [12] Group 3: Electric Two-Wheelers and Exports - The electric two-wheeler market is projected to experience significant short-term growth, with companies like Yadi Holdings expected to see a net profit increase of over 55% in the first half of 2025 [13] - Despite uncertainties in tariff policies, there are opportunities for growth in the export sector, particularly for labor-intensive light industrial products that are unlikely to return to the U.S. market [14]

Group 1 - The company is a leading enterprise in the domestic cryogenic technology field, achieving a dual-driven development model of "equipment manufacturing + gas operation" [1] - The core products in the equipment manufacturing segment include natural gas liquefaction devices and large air separation units, with the plate-fin heat exchangers being a domestic leader and exported to 53 countries and regions [1] - The company has diversified its operations by investing in the sales of natural gas, industrial gases, and rare gases, enhancing its overall competitiveness [1] Group 2 - Rising oil prices have led to increased upstream investment, with the economic viability of energy and chemical industries improving, particularly in coal chemical and synthetic gas sectors [2] - Fixed asset investment in the domestic petroleum, coal, and other fuel processing industries increased by 18.8% year-on-year from January to May 2025 [2] - The company signed new orders worth approximately 1.8 billion yuan in 2024, representing a year-on-year growth of over 25%, with overseas orders also showing significant growth [2] Group 3 - The gas operation segment is expanding, with the company investing in industrial and rare gases, which are expected to become new revenue growth sources as projects reach production capacity [3] - A joint venture with Korea's Posco Holdings marks the company's first step in both equipment and operation overseas, providing valuable experience for future expansions [3] - The profit margin for industrial gas operations is relatively high, and as the business expands, the company's profitability is expected to improve [3] Group 4 - The company is projected to achieve revenues of 3.23 billion, 3.86 billion, and 4.72 billion yuan from 2025 to 2027, with year-on-year growth rates of 18.8%, 19.7%, and 22.2% respectively [4] - Net profit attributable to the parent company is expected to reach 400 million, 510 million, and 630 million yuan during the same period, with significant growth in 2025 [4] - The company is assigned a target price of 20.9 yuan based on a 20x PE ratio for 2025, indicating a potential upside of approximately 39% from the current stock price [4]

Core Viewpoint - Cambodia has signed a non-reciprocal tariff agreement with the United States, agreeing to implement a 49% import tariff, marking it as the second Southeast Asian country to accept such conditions after Vietnam [1][2]. Economic Impact - In 2022, Cambodia's total exports to the U.S. reached $26.2 billion, accounting for 40% of its overall exports, with textile and apparel products making up 76.8% of this total, supporting 862,000 jobs [2][4]. - The World Bank estimates that failure to complete negotiations by the deadline could lead to a 3.2% decline in GDP and the loss of at least 250,000 jobs [2]. Negotiation Dynamics - The economic vulnerability of Cambodia's export-driven economy forced it to accept unfavorable terms in the tariff agreement, with U.S. pressure enhancing its negotiating leverage [4][6]. - The new tariff regulations effective from August 1 impose punitive tariffs ranging from 10% to 70% on countries that do not reach an agreement [6]. Supply Chain Restructuring - The U.S. aims to reshape supply chain dynamics, with specific clauses requiring traceability of textile raw materials, as 34% of Cambodia's textile inputs come from China [8][10]. - Similar measures have been seen in Vietnam, where the U.S. imposed a 40% additional tariff on transshipped goods [10]. Regional Trade Agreements - The U.S. is pursuing a systematic regional strategy, with Indonesia also negotiating trade agreements that could grant the U.S. control over strategic resources in exchange for tariff reductions on 1,700 products [11]. - The nickel, a key material for electric vehicle batteries, is highlighted as a critical resource in these negotiations [12]. Economic Sovereignty - Although Cambodia has secured a three-year transition period, the market opening requirements of the agreement may undermine its economic sovereignty [14][15]. - The agreement includes joint monitoring mechanisms and data-sharing clauses, effectively creating a control chain over the supply chain [15]. Broader Implications - As more Southeast Asian countries join this network of agreements, the regional industrial collaboration model may undergo fundamental changes, posing challenges and new opportunities for Chinese manufacturing [17][19]. - The current international trade rules are undergoing significant transformations, with Cambodia's agreement highlighting the asymmetry in rule-making power due to economic development disparities [23].

4年前新校长一个看似"随意"的举动，如今已成为撬动一所大学治理模式变革的支点。 2021年9月，新上任的武汉工商学院校长孔建益在开学典礼上，向在场的新生公布了自己的手机号。 他向学生作出承诺——"作为校长，我非常愿意倾听你们每一个人的心声，请记下我的手机号码，大家 在学习生活中遇到任何困难或问题，都可以随时与我联系，我将尽全力帮助每一位同学。" "我的电话不一定能打得通，因为可能开会、上课等等，但是你只要发短信，我一定会回。" 4年里，学生发来的3万多条短信，涉及学习需求、教学管理、后勤服务、学生权益等诸多方面，得到了 校长一一回复。 对于学生反映的合理诉求，孔建益亲自协调，相关职能部门想尽办法予以解决——有学生发短信反映， 想选的课选不上，教务部很快更新了选课系统，增设了学生想选的课程；有学生建议在图书馆增加考研 自习室，图书馆迅速回应，花了4天时间改造出新的自习室。 还有学生发来短信："校长，早上起不来怎么办？"孔建益回复，养成早起、自律的好习惯会受益终身， 并带头在校园里晨跑。于是，在清晨的操场上，常常能看到校长和学生一起跑步的身影。 还曾有学生给孔建益发短信，俏皮地说："校长，别人家的校长给学生发烧鸡 ...

中央财经大学党委书记吴国生，中央财经大学校长、党委副书记马海涛，区领导王其志、李文化、于杰参加活动。 来源：石景山区融媒体中心 区银行保险产业园管委会 记者：杨卫东 高嘉辉 本次论坛共设置一个主论坛、三个平行分论坛，诺贝尔经济学奖得主约书亚·安格里斯特、埃里克·马斯金，中国社会科学院大学教授、国务院原副秘书长 江小涓，中国国际经济交流中心副理事长、国务院发展研究中心原副主任王一鸣，中国社会科学院学部委员、国家金融与发展实验室理事长李扬等重量级 嘉宾做主旨报告。与会嘉宾分别分享了数字时代全球化面对的新机遇与新挑战、推动"科技-产业-金融"良性循环等思考和建议，围绕"数智时代的全球财税 治理"、"人工智能与金融产业变革"、"数智时代企业管理变革与应对"三大主题进行研讨。主论坛上，中央财经大学金融学院师生团队自主研发的"中财融 通大模型"及上市公司研报智能体首发亮相，为金融AI应用提供全新范式。 今天上午，2025全球财经论坛在石景山区举行。作为2025中关村论坛系列活动之一，本届论坛以"迈向数智时代的中国与世界经济"为主题，旨在立足中 国，放眼全球，聚焦全球财经领域热点，汇聚中外各界知名人士，搭建政产学研深度对话 ...

行 业 研 究 行 业 定 期 报 告 截至 2025 年 7 月 4 日，秦港 5500K 动力末煤平仓价 623 元/吨， 周环比+0.5%，内蒙古、山西产地价持平、陕西产地价小涨。截至 2025 年 7 月 4 日动力煤 462 家样本矿山日均产量为 566.1 万吨，环比+6.7 万吨。本周电厂日耗小涨，电厂库存大涨，秦港库存微涨，截至 6 月 30 日，动力煤库存指数为 194.3（-2.0），同比已转负。非电方面，甲 醇、尿素开工率分别为 88.2%（-3.1pct）和 84.3%（-1.5pct），仍处于 历史同期偏高水平。 截至 7 月 4 日，京唐港主焦煤库提价 1230 元/吨，周环比持平，山 西、河南、安徽产地价格持平。截至 7 月 4 日，523 家样本矿山精煤日 均产量 73.9 万吨（+0.1 万吨），年同比-3.5%，532 家精煤库存 409.6 万吨（-53.5 万吨），年同比+44.4%；甘其毛都蒙煤通关量 7.7 万吨（-1.9 万吨），年同比-49.0%；日均铁水产量 240.8 万吨（-1.6 万吨），年同 比+0.6%。本周焦炭价格持平、螺纹钢价格小涨，大型焦化开工 ...

● 全球化也将成为中国锂电产业新征程中的时代命题。如何从领跑全球，到真正融入全 球，并成长出一批具备跨国经营的国际企业，将成为中国锂电产业新 15年的最大考验。能 否在新的征程中续写新时代的辉煌，让我们期待中国锂电产业的时代答卷。 高工锂电15周年特别策划 ● 15年，从破土萌芽，到枝桠参天；从步履蹒跚，到健步如飞。以2010年"十城千辆"为 肇始，在新能源汽车产业的强力牵引下，中国动力电池发展走过了波澜壮阔的15年。 ● 15年，筚路蓝缕，玉汝于成。中国动力电池产业经历了从0到1，从弱小到壮大，从跟随 到领跑的完整历程，如今已经成为中国制造走向全球的"新三样"代表，也成为中国经济转型 升级的时代注脚。 ● 以 2025年为转折，中国动力电池产业将开启新的15年征程。瞭望新征程，将会是更具 挑战，交通电动化向全场景渗透，能源体系变革也加速走向纵深，这也意味着，新应用场景 开启，新技术与产品创新，新商业模式落地，新的产业生态与格局。 高工15年，与行业同行 ● 15年前，高工锂电开始用脚步丈量行业，用研究报告测量行业变化的温度，用杂志、网 站、微信传递行业信息，用会议搭建行业间交流桥梁，记录行业的起伏波澜，低谷 ...

Group 1 - The article discusses the life and legacy of Fan Zhongyan, a prominent figure in the Song Dynasty, highlighting his contributions to politics, literature, and philosophy [1][2][4] - It emphasizes the significance of the "Eastern Renaissance" during the Song Dynasty, which included the ancient literature movement, the rise of Daoism (Neo-Confucianism), and political reforms as interconnected efforts to reshape society [4][5][6] - The political reforms led by Fan Zhongyan were central to this transformation, but the cultural innovations, particularly in literature and philosophy, had a more profound long-term impact on Chinese society [5][6] Group 2 - Ouyang Xiu was tasked with writing the memorial for Fan Zhongyan, reflecting the honor and weight of this responsibility, as he was a leading literary figure of the time [2][3][6] - The writing process was fraught with difficulty for Ouyang Xiu, as he had to navigate the political landscape and avoid provoking new conflicts while remaining truthful to history [8][9][10] - The memorial's content faced scrutiny from Fan Zhongyan's family, particularly regarding the portrayal of his relationships with political rivals, indicating the complexities of historical narratives [12][13][14] Group 3 - The article contrasts the perspectives of Ouyang Xiu and Fu Bi, another prominent figure, on how to approach the memorial, highlighting differing priorities in historical writing [20][21][22] - It discusses the political dynamics of the time, particularly the rivalry between Fan Zhongyan and his political adversary, Lü Yijian, suggesting that their conflicts were more about differing governance philosophies than personal animosity [22][23][24] - The narrative concludes with reflections on the broader implications of these historical figures' legacies, emphasizing the importance of integrity and the pursuit of truth in historical accounts [25][26][28]

2025.7.5更新：不确定性：https://t.co/U4g65DLlqWXQ (@0xXQ1):最近思考总结的2个结论：1. 币圈所有大行情的来源只有2个，一个是底层技术变革，一个是外部增量预期。2. 收益的来源也只有两个，一个是信息差，一个是承担不确定性。1的坑回头填上，本次 $AP 也不涉及，2里的信息差之前置顶帖给过原因，这里用近期几个例子讲一下对不确定性的理解。 https://t.co/2upUx1VQ0G ...