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政务数据的价值和效能在于流动和共享(金台锐评)
Ren Min Ri Bao· 2025-06-18 21:53
Core Points - The State Council has released the "Regulations on Government Data Sharing," marking a new phase of legal and standardized development in government data sharing [1][2] - The digitalization wave has made government data a key element in building a digital government and innovating social governance [1] - The implementation of the regulations aims to break down data barriers between government departments and enhance data sharing efficiency [2][3] Group 1: Regulations Overview - The regulations prohibit government departments from imposing additional conditions that hinder data sharing and require the complete return of data from higher to lower levels [2] - The regulations aim to transform the service model from "passive response" to "active service" by integrating various public data resources [2][3] Group 2: Impact on Governance and Economy - Government data sharing is expected to create significant public product spillover effects, supporting market innovation in sectors like taxation and market regulation [3] - The regulations will facilitate broader participation in social governance, as seen in community projects in Hangzhou and credit repair platforms in Guangdong [3] Group 3: Future Considerations - The successful implementation of the regulations requires further development of data standards, privacy protection, and execution supervision mechanisms [3] - The value of government data lies in its flow and sharing, which will enhance digital governance capabilities and improve public service efficiency [3]
社区“共享班”开到老人家中
Ren Min Ri Bao Hai Wai Ban· 2025-06-18 21:33
Group 1 - The core idea of the news is the implementation of community health and engagement initiatives in Xingsong Community, focusing on elderly care and enhancing community cohesion through various programs [1][2][3] - The "Shared Class" initiative provides health education and consultations to elderly residents, exemplified by the case of 100-year-old Liu Longzhen, who benefits from personalized health advice [1] - The community has undergone infrastructure improvements in 2023, including the addition of parking spaces, energy-saving streetlights, and cultural activity areas, creating a unique "Jinyu Tea Lane" [1][2] Group 2 - The community governance model, referred to as "Three Chains and Three Feelings," aims to enhance residents' sense of belonging, participation, and happiness through environmental improvements and shared activities [2] - The "Jinyu Tea Meeting" initiative involves local tea shop owners in organizing community events, fostering a stronger sense of community and increasing resident engagement [2] - The community has established a diverse governance system by integrating various stakeholders, including retired party members and social organizations, to address community needs and enhance governance [2][3]
“降温神器来了!骑车再也不烫屁股了”小黄车又升级了
Qi Lu Wan Bao· 2025-06-18 12:04
夏季高温暴晒后,发烫的座椅极大地影响用户骑乘体验。据气象数据显示,济宁市6月份的平均气温常常超过30摄氏度,安装凉爽座垫显得尤为必要。经实 测,在同等的日晒条件下,普通座垫表面温度可达60-70摄氏度甚至更高,凉爽座垫可实现降温20摄氏度以上。即便经过长时间的阳光直射,凉爽座垫的表 面温度也可维持在人体适宜范围。 近日,不少市民发现,济宁街头的共享电单车陆续换上了银色座垫,骑行时再也不用担心臀部的"热辣滚烫"。"之前夏天骑车最怕的就是车座高温,坐都不 敢坐,现在好了,这些带凉爽座垫的美团电单车,骑行舒适度提升了很多。"市民张女士表示。 ▲凉爽座垫上线。 凉爽座垫究竟有何降温原理?秘诀主要在于材质,美团骑行相关负责人表示,在兼顾舒适性的基础上,凉爽座垫使用了银白色反光的高分子聚合材质,外层 能有效反射辐射,内层能快速传导散热,综合实现降温。 "本次济宁市美团电单车共更换了3500个凉爽座垫,重点投放在各大商圈和公共交通枢纽,确保广大市民在繁忙的城市生活中能够享受到舒适的骑行体 验。"美团电单车相关负责人表示,"未来我们也会积极收集用户反馈,并根据用户的建议不断优化服务。同时也会在济宁市城市管理局的指导下,做好车 ...
曹操出行(02643):中泰国际新股报告
ZHONGTAI INTERNATIONAL SECURITIES· 2025-06-18 11:10
Investment Rating - The report assigns a "Subscribe" rating to the company with a score of 70 out of 100 [4][14]. Core Insights - The overall transportation market in China is expected to grow from CNY 6.9 trillion in 2022 to CNY 8.0 trillion in 2024, with a further increase to CNY 10.6 trillion by 2029, reflecting a CAGR of 5.4% [3][7]. - The company operates in 136 cities with a total Gross Transaction Value (GTV) of CNY 170 billion in 2024, representing a year-on-year growth of 38.8% and a market share of 5.4% [6][8]. - The company has reduced its reliance on driver subsidies, with the adjusted percentage of driver income and subsidies in total ride service revenue decreasing from 84.2% in 2022 to 79.0% in 2024 [6][9]. Company Overview - The company is a ride-hailing platform incubated by Geely Group, offering two main service lines: Huixuan and Special Car services, utilizing customized vehicles [6][8]. - In 2024, the company's total revenue is projected to reach CNY 146.6 billion, a 37.4% increase year-on-year, with customized vehicle GTV growing by 73.1% to CNY 42.5 billion [8][9]. - The company has a fleet of over 34,000 customized vehicles in 31 cities, with customized vehicle orders accounting for approximately 25.1% of total GTV [6][8]. Financial Performance - The company achieved a gross margin of 8.1% in 2024, recovering from a gross loss margin of 4.4% in 2022, primarily due to optimized vehicle total cost of ownership (TCO) strategies [9]. - The net loss for 2024 is projected at CNY 12.5 billion, with the net loss margin significantly narrowing from 25.8% in 2022 to 8.5% [9]. - Operating cash flow for 2024 is expected to be CNY 2.4 billion, an increase of approximately CNY 1 billion compared to 2023 [9]. Valuation Level - The company's IPO price corresponds to a price-to-sales ratio of 1.4 times for 2024, which is comparable to its peers in the ride-hailing sector [10]. - The report suggests that the company's valuation is reasonable given its large market capitalization and leading industry position [10]. Market Environment - The investment atmosphere in the Hong Kong stock market has improved significantly, with a 27.6% first-day drop rate for new IPOs and an average first-day increase of 11.7% [13]. - The company has secured subscriptions from six cornerstone investors, including major firms, amounting to approximately HKD 950 million, representing about 51.3% of the total share issuance [14].
新股速递| 重资产模式的曹操出行能否跑出资本化路径?
贝塔投资智库· 2025-06-18 04:17
截至2025年6月,吉利创始人李书福间接持股83.9%,苏州国资旗下相城相行创投持股7.4%,海松资 本、先导产投等机构合计约5.7%。 形成"吉利主导+地方国资协同" 的股权架构。 招股信息 点击蓝字,关注我们 曹操出行成立于2015年,总部位于苏州,是吉利控股集团布局"新能源汽车共享生态"的核心战略业 务。拟募资用于自动驾驶研发(占比最高)、偿还银行借款(缓解短期债务压力)、市场扩展及车辆 业务升级。 招股时间:6/17-6/20 上市日:6/25 募集规模:全球发售44,178,600股,其中约90%为国际发售、10%为公开发售。 联席保荐人:华泰国际、农银国际、广发证券 每股发售价:41.94港元 每手股数:100股 市值:228.23亿港元 基石:51.2%。未来资产、无极资本、国轩高科、梅赛德斯奔驰、亿纬亚洲。基石参与者实力不错, 但是对曹操出行还是对吉利的认可,不得而知。 打新建议 尽管拥有 3.4万辆新能源定制车、Robotaxi战略与吉利生态 加持,公司却深陷 三年累计亏损52亿、聚 合平台依赖度逐年提升、司机无证率高 的困境。 区别于同业的轻资产模式,曹操出行的重资产模式能否跑出有效的资本 ...
“党建引领产业创新联建机制”活动将开启
Bei Jing Ri Bao Ke Hu Duan· 2025-06-17 21:47
互学互鉴成果多 产业创造呈现新突破 如何通过党建引领更好地推动企业生产经营任务落实,解决国有企业党建经营"两张皮"的问题?"党建 引领产业创新联建机制"在不断探索下形成了"资源共享、互学互鉴、共同发展"的党建经营深度融合模 式。 在首都经济社会发展格局中,市属国有企业是一支举足轻重的力量,通过发挥企业党组织的引领作用, 坚持传承精华、守正创新,不断推动企业高质量发展,持续焕发出勃勃生机和强劲动能。由同仁堂集团 联合首旅集团、京能集团于2024年6月共同发起成立的"党建引领产业创新联建机制",便是其中引人关 注的一个案例。 在整合资源优势方面,"党建引领产业创新联建机制"在医药康养、大健康产业、文旅服务等多个领域开 启全面战略合作。以同仁堂集团与首旅集团的合作为例,同仁堂集团陆续与王府井集团多家门店开展优 化消费场景的深入合作,与首旅酒店集团开展差旅服务合作,与东来顺、全聚德联合研发并多渠道销售 联名产品等,进一步提升了服务品质与顾客体验,切实将党建互促互进的政治优势转化为企业发展优 势。此外,同仁堂集团还发挥中医药大健康领域资源优势,加入联建机制成员单位为老服务产业链、设 立家庭医生签约工作室、开展健康讲座等 ...
全国资产调剂共享平台覆盖所有行政事业单位 物尽其用,唤醒“沉睡”资产(大数据观察)
Ren Min Ri Bao· 2025-06-17 21:42
Core Points - The establishment of a national asset adjustment and sharing platform has enabled the effective utilization of idle assets across various administrative and public institutions, leading to significant savings in fiscal funds and meeting the needs of grassroots units [1][2][3]. Group 1: Platform Overview - The national asset adjustment sharing platform, launched by the Ministry of Finance in January 2025, has covered all administrative and public institutions in the country, completing over 200 asset adjustments and saving more than 40 million yuan in fiscal funds [1][3]. - The platform utilizes a budget management integration system that includes features for asset adjustment, sharing, and demand, facilitating efficient communication between supply and demand parties [3][5]. Group 2: Efficiency and Impact - The platform has demonstrated high efficiency in asset adjustment by intelligently matching supply and demand information, which helps to enhance the utilization of state-owned assets and reduce operational costs [6][7]. - The sharing of scientific research instruments, such as electronic microscopes and nuclear magnetic resonance spectrometers, has fostered collaboration among research teams and supported significant research outcomes [6][7]. Group 3: Future Directions - The Ministry of Finance plans to strengthen coordination and improve the efficiency of asset matching by enhancing data review mechanisms and integrating asset adjustment sharing into the performance evaluation of administrative public asset management [7][8]. - Recommendations include leveraging big data to make the platform more user-friendly and intelligent, transitioning from a demand-driven approach to a proactive demand-pushing model [8].
自立自强 逐梦太空——5位载人航天领域代表共话飞天征途
Xin Hua She· 2025-06-17 13:12
新华社北京6月17日电 题:自立自强 逐梦太空——5位载人航天领域代表共话飞天征途 新华社记者刘艺 "探索太空永无止境,飞天圆梦永不停歇。"两度飞天的"英雄航天员"费俊龙说,中国航天人是一群仰望 星空的人,更是一群脚踏实地的人。 17日下午,国务院新闻办公室举行"新征程上的奋斗者"中外记者见面会,费俊龙和其他4位载人航天领 域代表围绕"自立自强发展载人航天"与中外记者交流,分享他们从事载人航天事业的亲历故事和心路历 程。 自力更生 艰苦奋斗 中国载人航天从起步之初就选择了独立自主的发展道路。30多年来,一代代航天人接续奋斗,实现了从 无到有,从千年飞天梦圆、到首次太空行走、再到实现空间建站,取得了举世瞩目的辉煌成就。 全程参与了载人航天工程"三步走"的中国载人航天工程空间站系统总设计师杨宏说:"我们成功地建成 了具有当代科技水平的中国空间站,核心关键技术具有完全的自主知识产权,产品全部国产化,走出了 一条高水平科技自立自强的发展道路。" 中国载人航天工程空间应用系统总指挥助理张璐现场展示了天和核心舱科学实验柜的模型。利用具有中 国特色、国际领先的科学实验柜,复合材料、新型合金材料等正不断取得国际上的突破进展。 ...
曹操出行(02643):IPO申购指南
Guoyuan Securities2· 2025-06-17 11:40
建议谨慎申购 2025-6-17 星期二 IPO 申购指南 曹操出行(2643.HK) 【招股详情】 | 保荐人 | 华泰金控(香港)、农银国际融资有限公司、广发融资(香港) | | --- | --- | | 上市日期 | 2025 年 6 月 25 日(周三) | | 招股价格 | 41.94 港元/股 | | 集资额 | 18.53 亿港元 | | 每手股数 | 股 100 | | 入场费 | 4236.3 港元 | | 招股日期 | 年 月 日-2025 年 月 日 2025 6 17 6 20 | | 国元证券认购截止日期 | 2025 年 6 月 19 日 | | 招股总数 | 4417.86 万股(可予调整及视乎超额配售权的行使情况而定) | | 国际配售 | 3976.07 万股(可予调整及视乎超额配售权的行使情况而定),约占 90% | | 公开发售 | 441.79 万股(可予调整及视乎超额配售权的行使情况而定),约占 10% | 【申购建议】 公司是吉利集团孵化的中国网约车平台。公司在 31 个城市拥有一支超过 34,000 辆定制车的车队供公司的附属司机使用,根据弗若斯特沙利文的数 据 ...
曹操出行港股IPO定档:估值超200亿,奔驰、国轩高科等认购
Jing Ji Guan Cha Wang· 2025-06-17 10:41
面对未来,曹操出行将筹码押在Robotaxi(自动驾驶出租车)领域。今年2月,曹操出行上线曹操智行 自动驾驶平台,搭载吉利"千里浩瀚"Robotaxi解决方案的车辆在苏州、杭州启动示范运营,官方称其为 国内首个"定制车+自动驾驶技术+出行平台"全域自研闭环生态。 据高盛预测,中国Robotaxi市场将从2025年的5400万美元爆发式增长至2035年的470亿美元,十年时间 涨幅将高达757倍。 曹操出行创立于2015年,是吉利布局"新能源汽车共享生态"的战略性投资业务。根据弗若斯特沙利文报 告,按GTV(总交易额)计算,曹操出行自2021年起连续位列国内网约车平台规模前三,并于2024年 提升至行业第二。 招股书显示,截至2024年底,曹操出行网约车业务版图已扩展至136个城市,较2023年新增85城,公司 全年实现营收147亿元,同比增幅37.4%,毛利率从2023年的5.8%提升至8.1%。 曹操出行的差异化优势在于其定制车模式。截至2024年底,曹操出行在31个城市拥有一支超过3.4万辆 车的定制车队。通过借助吉利的资源,曹操出行推出过多款专为共享出行设计的车型,其中枫叶80V的 TCO(总体拥有成本 ...