在#围坐时光# 节目中，主持人春妮对话英皇娱乐集团营运总裁霍汶希，在谈到长期主义时，霍汶希表 示："人最怕就是很快地成功。就是突然间成功或者是大成功，那旁边就有好多人说哇你厉害，我都说 你是最厉害的，唱功你最好，外表最受人喜欢……所有最好的都在你身上了。人最怕就是赢到已经没有 理性了，你自满了，不懂珍惜现在拥有的东西，那些才是最可怕的。" 霍汶希称："所以我觉得你追求的应该是，不怕失败，但是成功的时候要沉淀自己，要真的好好地去想 我为什么会成功、我怎样下去更成功、或者是我怎么可以保持继续成功，那个才是最重要的。" 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：王翔 在#围坐时光# 节目中，主持人春妮对话英皇娱乐集团营运总裁霍汶希，在谈到长期主义时，霍汶希表 示："人最怕就是很快地成功。就是突然间成功或者是大成功，那旁边就有好多人说哇你厉害，我都说 你是最厉害的，唱功你最好，外表最受人喜欢……所有最好的都在你身上了。人最怕就是赢到已经没有 理性了，你自满了，不懂珍惜现在拥有的东西，那些才是最可怕的。" 霍汶希称："所 ...

1月23日，华贸集团"先见·品质生活"品牌发布会在苏州华贸中心举行。活动汇聚了来自政府代表、行业 伙伴、知名品牌方及媒体行业的超180名代表，共同回顾华贸二十余年"与城市共生"的发展历程，分享 了"对城市负责、对社会负责、对历史负责"的核心发展理念，并发布了以长期主义为指导的全国化战略 布局。 在会上，华贸集团董事长、华贸中心创始人房超发表了《与城市共生》的主旨演讲。他回溯品牌初心， 指出华贸自创立之初便以全球视野，致力于在中心城市核心地段打造集商务、商业、居住、酒店、文化 于一体的"有机、生态、融合"城市综合体，旨在营造一种现代化的高端"大都会生活方式"。这一初心凝 练为"对城市负责、对社会负责、对历史负责"的"三个负责"理念，成为华贸所有事业的基石。 房超董事长以北京华贸中心和苏州华贸中心为例，阐述了华贸"长期主义"与"建设运营一体化"模式的实 践。北京华贸中心作为初心的首次完整表达，通过整合全球顶尖资源，引入丽思卡尔顿、JW万豪两个 国际奢华酒店，并与北京SKP共同成长，据介绍，该项目成功验证了"城中之城"模式的可行性，至今仍 是北京CBD的核心活力引擎。 中心项目图 这一模式的成功并非局限于某个单一城 ...

岁末年初，在各类公募基金公司业绩榜单回顾中，西部利得基金表现亮眼：近十年固收类基金绝对收益 排名1/73，近五年权益类基金绝对收益排名17/115①。作为西部证券（002673）旗下的公募基金公司， 西部利得基金聚焦主责主业、深耕资管本源，坚守长期主义的经营理念，凭借稳健的经营策略、扎实的 专业能力和坚定的客户导向，在行业高质量发展进程中稳步前行，为中型基金公司差异化发展提供了参 考。 回顾发展历程，西部利得基金的成长颇具行业参考意义。自2014年更名为西部利得基金，2015年，拥有 丰富行业经验的贺燕萍出任公司总经理，带领团队开启"二次创业"新征程，公司进入快速发展新阶段； 2019年，投资出身的何方出任公司董事长，形成了稳健的核心管理格局。依托公司股东的全力支持，加 之稳定高管团队的战略定力，公司规模持续攀升，目前已达到1177亿元②，跃居行业中上游。 三维稳进，筑牢发展根基与业绩底气 公司实现跨越式发展的底气，源于始终坚守长期主义理念，更得益于发展过程中贯穿始终的三个"稳"字 特质，这既是专业能力持续提升的保障，也是产品业绩保持优势的根本原因。 经营战略稳是发展的基础。"二次创业"以来，公司股东与董事会 ...

Core Insights - The core theme for Longfor in 2025 is "safety," reflecting its stable performance through debt peaks and ongoing investments in asset management to create a robust competitive advantage [1][2]. Group 1: Asset Management Strategy - Longfor's asset management strategy is a result of long-term commitment, establishing a comprehensive asset portfolio that includes six key sectors: rental apartments, vibrant commercial streets, industrial offices, service apartments, maternal and child hospitals, and health care for the elderly, with a total management scale nearing 30 billion yuan [2]. - The company has successfully launched its innovative mixed-use product "Huan Si," which has already been implemented in multiple cities, showcasing its adaptability to market demands [3][12]. Group 2: Market Positioning and Consumer Trends - The "Huan Si" project in Hefei attracted over 132,000 visitors and generated sales exceeding 3.3 million yuan within the first three days of opening, indicating strong market acceptance [4]. - The project targets contemporary young consumers who prefer local experiences over distant destinations, emphasizing the importance of accessible social spaces [5][6]. Group 3: Integration of Mixed-use Spaces - "Huan Si" integrates various functions, with approximately 70% of its space dedicated to dining and the remaining 30% to leisure and lifestyle offerings, creating a vibrant community atmosphere [10]. - The synergy between "Huan Si" and Longfor's rental apartment brand "Guan Yu" enhances the overall value proposition, allowing residents to seamlessly transition between living and socializing [13][16]. Group 4: Operational Excellence and Future Expansion - The operational model of "Huan Si" and "Guan Yu" creates a closed-loop system that drives consumer engagement and increases rental income, with reported rent increases of 300 to 500 yuan per unit post-launch [16][17]. - Longfor plans to expand the "Huan Si + Guan Yu" model to more cities, including Nanjing and Shenzhen, while continuously improving its asset management capabilities [19]. Group 5: Comprehensive Asset Management Capability - Longfor's asset management capabilities encompass a full spectrum from planning to operational execution, allowing for effective transformation of underperforming assets into value-generating entities [23]. - The company is exploring innovative combinations of different asset types, such as integrating rental apartments with healthcare services, to enhance operational efficiency and adaptability in a changing market [25][27].

Core Viewpoint - Long-term capital is essential for maintaining the stability and health of the capital market, with insurance funds playing a crucial role in optimizing financing structures and supporting economic development [1][2]. Group 1: Long-term Capital and Investment Strategies - China Life Group has total assets of 8.56 trillion yuan and manages assets worth 17.5 trillion yuan, emphasizing its role as a "long-term capital" provider [1]. - The company has significantly increased its net equity investment in the domestic market, exceeding 200 billion yuan in 2025, demonstrating confidence in the long-term prospects of the Chinese economy [2]. - The establishment of the Honghu Fund, the first private equity fund led by insurance capital, aims to enhance the stability of the capital market by focusing on long-term investments in quality listed companies [2][3]. Group 2: Support for New Productive Forces - China Life is actively investing in technology companies, supporting their growth from inception to maturity, thereby fostering new productive forces [4]. - The company has invested in key sectors such as semiconductors, artificial intelligence, and advanced manufacturing, with a total commitment of approximately 50 billion yuan for the Guoshou Science and Technology Fund [5]. - China Life's investment strategy includes a comprehensive equity investment logic system that aligns with national strategies and macroeconomic trends [5]. Group 3: Innovative Investment Models - The company has launched various investment plans, such as the "China Life-Hu Fa No. 1" and "Beijing Science and Technology" plans, to support the semiconductor industry and expand its investment reach [7][8]. - These initiatives aim to create a sustainable investment ecosystem that emphasizes long-term, small-scale investments in hard technology [5][6]. Group 4: Enhancing Public Welfare - China Life is committed to improving public welfare through investments in healthcare, education, and rural revitalization, with a focus on long-term benefits for society [9][10]. - The establishment of a 20 billion yuan elderly care fund and a 10 billion yuan silver industry fund reflects the company's dedication to addressing the needs of an aging population [10]. - The company has also provided significant financial support to small and micro enterprises, with loans exceeding 210 billion yuan, contributing to economic growth [10][11]. Group 5: Long-term Vision and Strategy - China Life's approach to "long" encompasses not just timeframes but also a commitment to sustainable development and alignment with national goals [12]. - The company aims to integrate its financial services with the needs of the real economy, ensuring that its investments contribute to long-term growth and stability [12].

近日，格力及其董事长董明珠再度成为社会舆论关注的焦点。 据天眼查公开信息披露，近日，珠海格力电子元器件有限公司近期进行了工商信息变更，董明珠不再担任该公司法定代表人及执行董事职务，改由方祥建 接任法定代表人，并出任执行公司事务的董事。 在中国企业家群体中，格力电器董事长董明珠无疑是最具话题性的人物之一。 她以直言不讳、言辞犀利著称，常常因一句"口无遮拦"的言论登上热搜，引发舆论风暴。从"90后员工不努力就滚蛋"到"我从来不在乎股价"，再到"格力 手机要取代苹果"、"海归留学生都是间谍"。她的每一句表态似乎都在挑战公众的认知边界。然而，令人深思的是：尽管董明珠的言论屡屡引发争议，但 她主导的战略决策和企业行动却一次次被时间证明是正确的。 最近两起事件尤为典型，其一是关于空调行业"铝代铜"风波的反转；其二是格力进军芯片领域，尤其是碳化硅（SiC）功率半导体的成功落地。这两件事 不仅印证了董明珠在技术路线和产业判断上的前瞻性，还揭示了一个更深层的问题：为什么一个常被贴上"固执""偏执"标签的企业家，总能在关键时刻做 出正确选择？ "固执"的董明珠最终赢了！ 2025年，中国空调行业掀起一场关于"铝代铜"的技术讨论。 ...

Core Insights - The report indicates that China's cultural and tourism industries will experience steady progress and high-quality development by 2025, driven by new productive forces and consumption upgrades [1] - The report highlights ten trends in the industry, including the integration of social aesthetics and experiential economy, modernization of cultural narratives, and the digital transformation of industry logic [1] Industry Overview - The report is the first comprehensive annual academic achievement reviewing both cultural and tourism sectors, providing insights into policy trends, industry hot topics, and significant events [1] - It emphasizes the importance of cultural tourism consumption as a key driver for domestic demand recovery and a critical link for internal and external circulation [1] Expert Opinions - Experts noted that the report captures new trends and characteristics in consumption changes and industry innovations, providing essential support for government decision-making and business operations [2] - The report is seen as a guide for strategic planning, policy development, and environmental optimization in the cultural tourism sector [2] Development Trends - Key characteristics of the current cultural and tourism sectors include policy empowerment, technological support, scene implementation, consumer engagement, and quality improvement [3] - The integration of technology and culture, as well as the exploration of full-scenario value, are essential for development during the 14th Five-Year Plan period [3] Future Directions - The industry is expected to focus on the emotional value of experiences, with innovation driving the enhancement of spiritual value and consumer purchasing power [3] - The competition in cultural and tourism consumption will revolve around attention economy, with strategies to capture consumer time being a significant challenge [5] Long-term Perspective - The industry must adopt a long-term view on investment and operations, recognizing the evolving logic of development while maintaining the characteristics of long-termism [6] - The role of individuals in the cultural and tourism sectors will become increasingly important, emphasizing the need for products and experiences that meet consumer demands [6]

Core Insights - The article reflects on a 39-year career at Procter & Gamble, emphasizing the importance of mindset and commitment in achieving success within a company [2][40]. Group 1: Mindset and Commitment - The quality of a position is determined by one's mindset, and the level of investment in the role dictates the height of achievement [40]. - A positive attitude can lead to significant business growth, as demonstrated by the successful management of a smaller brand that achieved double-digit growth [3][41]. - The experience of being entrusted with a critical project reinforces the lesson that mindset and commitment are crucial for career advancement [4][42]. Group 2: Trust and Empowerment - Allowing team members the freedom to take risks can lead to outstanding results, as seen in the successful launch of a shampoo brand that captured 18% market share within a year [6][45]. - The importance of trusting and empowering employees is highlighted, as it fosters an environment where they can excel [48]. Group 3: Long-term Vision - A long-term commitment to social responsibility can lead to significant positive outcomes, as illustrated by a health initiative that dramatically increased cervical cancer screening rates [50][52]. - The project "6 Minutes to Protect a Lifetime" successfully raised awareness and improved health outcomes for women in Taiwan [51]. Group 4: Setting Goals - Establishing 100-day goals upon entering a new position is essential for demonstrating capability and driving improvement [54]. - The implementation of a strategic plan in a new role can revitalize business performance and boost team morale [55]. Group 5: Continuous Learning - Maintaining a curious and learning-oriented mindset is vital for adapting to changes in the industry, such as the rise of social media [58][59]. - Engaging with younger team members to understand current trends can enhance a company's relevance and effectiveness in communication [58]. Group 6: Talent Development - Building a robust talent pipeline is crucial for organizational success, as it ensures a steady flow of skilled individuals [61]. - Investing in recruitment and talent development can strengthen a department's core capabilities over time [61]. Group 7: Humility and Openness - Embracing humility and being open to collaboration can create new opportunities for growth and innovation [63][64]. - Engaging with external platforms can help a company maintain its relevance and showcase its ongoing commitment to innovation in marketing [64]. Group 8: Collaborative Success - Achieving sustainable success requires collaboration and mutual benefit among all stakeholders [25][27]. - Initiatives that provide practical experience for students can enhance a company's connection with young consumers while also building a talent pool [25][27]. Group 9: Teamwork and Innovation - The importance of teamwork is emphasized, as diverse skills and perspectives can lead to innovative solutions [29][30]. - Collaborative efforts in sustainability initiatives have resulted in significant advancements in packaging innovation [30][31]. Group 10: Networking and Relationships - Building a network of relationships can lead to unexpected opportunities and collaborations that benefit the company [33][35]. - Engaging with creative professionals can enhance a company's marketing efforts and lead to successful campaigns [33][35].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：小基慢跑 在资产管理行业，一个优秀的领航员能够带领机构穿越市场波动，创造持续回报；而一个不合适的掌舵 人，则可能让巨轮偏离航道甚至触礁沉没。 而创金合信基金的灵魂人物就是苏彦祝。 在竞争激烈的公募基金行业，创金合信基金总经理苏彦祝带领公司走出了一条特色化发展道路。从昔日 的清华学霸到如今的基金公司掌舵人，苏彦祝用二十余年的从业经历诠释了长期主义和价值投资。 从研究员到总经理的扎实成长 苏彦祝的职业生涯始于2000年。从清华大学硕士毕业后，他加入南方基金，从研究员做起，三年时间就 成长为基金经理。他管理的南方避险增值基金连续四年蝉联中国保本型基金冠军，这一成绩业内罕见。 在南方基金期间，他管理的基金规模最高时接近400亿元，即使是放到今天，也是不折不扣的"顶流"基 金经理。 2010年，苏彦祝转型券商资管业务，加入第一创业证券担任副总裁兼资产管理部总经理。四年后，他带 领团队筹建创金合信基金，并担任总经理至今。 独特的"合伙人"机制与企业文化 苏彦祝在创金合信基金成立之初就做了一件开创性的事——实施员工持股计划，成为业内首家成立时即 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 上世纪70年代末，日本著名的调味品公司味之素开始研究副产品的应用。 在对蛋白质和氨基酸（关键调味料成分）进行研究时，味之素研发团队发现副产物可以做出拥有极高 绝缘性的树脂类合成材料，于是创造出了一种具有高耐用性，低热膨胀性，易于加工和其他重要特征 的热固性薄膜，该膜被命名为ABF。 1996年，英特尔与味之素联系，寻求使用氨基酸技术开发薄膜型绝缘子，这两家企业合作研发出了 FC-BGA（Flip Chip Ball Grid Array），最终让ABF成为了FC-BGA产品的主要方案。 那时没人会想到，这种从制作味精时产生的"废料"中提炼出的薄膜，最终会垄断全球99%的高端CPU 和GPU封装市场。到2021年，当全球芯片荒席卷而来时，味之素ABF材料的交付周期长达30周，英 特尔、AMD和英伟达等巨头不得不排队等待这家调味料公司的供货。 而当我们回望半导体行业近百年发展历程，像味之素这样跨界成功的半导体"隐形冠军"，远不止一两 家。 在漫长的时间里，唐纳森公司的工程师发现了一个惊人的相似性：半导体工厂面临的问题，本质上和 一百年前的拖拉机一模一样，就是如何防止 ...