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助推青年企业家立产业变革潮头
Sou Hu Cai Jing· 2025-12-12 00:16
东莞市青年企业家培训班组织学员走访企业。 青年企业家们正在培训班上课。 刘婉与父辈在探讨产品技术。 初冬的东莞,制造业生产线上机械轰鸣,而在东莞市青年企业家培训班的结业典礼现场,另一种活力正在迸发。近日,东莞市委统战部、市工商联举办2024 —2025年东莞市青年企业家培养"领航计划""传承计划"培训班结业仪式,一批完成一年期培训的青年企业家将带着新的理念和方法,回到各自的企业继续这 场始于父辈的创业征程。 青年企业家是一座城市"今天的增长点",也是"明天的竞争力"。在东莞,一场"老莞商"和"青年企业家"的代际交接变革正在上演。当"老莞商"逐渐退居二 线,青年企业家们接过企业方向舵,他们站在父辈打下的坚实基业上,眺望着创新驱动的产业新图景。 东莞市委常委、统战部部长陈志伟表示,青年是国家的未来,是民族的希望。多年来,市委、市政府始终关注青年企业家的成长与发展,致力于为青年企业 家搭建学习交流平台,提供政策辅导和服务保障,为东莞乃至全国的经济发展贡献更多智慧和力量。 南方日报记者 叶永茵 图片由受访单位提供 接棒之思 在传统与现代间架设桥梁 下午三点,在东莞市彩盛建材有限公司的会议室里,莫家权刚刚结束一场重要的 ...
Costco(COST) - 2026 Q1 - Earnings Call Transcript
2025-12-11 23:02
Financial Data and Key Metrics Changes - Net income for Q1 2026 was $2.001 billion, or $4.50 per diluted share, up from $1.798 billion, or $4.04 per diluted share in Q1 2025, reflecting a 13.6% growth excluding discrete tax items [14][15] - Net sales increased by 8.2% to $65.98 billion from $60.99 billion in the previous year, with comparable sales growth of 6.4% [15][16] - Membership fee income rose to $1.329 billion, a 14% increase year-over-year, driven by membership growth and upgrades [16][17] Business Line Data and Key Metrics Changes - Digital sales showed strong growth with digitally enabled comparable sales up 20.5% [15][25] - Fresh sales increased mid to high single digits, with double-digit growth in meat categories [22][23] - Non-foods had comparable sales in the mid-single digits, with significant growth in categories like gold jewelry and health and beauty [23][24] Market Data and Key Metrics Changes - Traffic increased by 3.1% worldwide, and average transaction size rose by 3.2% [15] - The U.S. and Canada renewal rate was 92.2%, slightly down from the previous quarter, while the worldwide rate was 89.7% [17] - Digital engagement metrics showed website traffic up 24% and app traffic up 48% [25][77] Company Strategy and Development Direction - The company plans to open 30+ new warehouses annually in the future, with a total of 921 warehouses worldwide [5][6] - A focus on technology integration aims to enhance member experience and operational efficiency, including AI applications in inventory management [10][56] - The company is committed to maintaining competitive pricing while investing in technology and member services [34][56] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in consistent sales growth patterns despite some monthly fluctuations due to external factors [39] - The company is optimistic about future warehouse openings and market expansion, particularly in Europe and Asia [84] - Inflation trends remain stable, with mixed impacts across different product categories [27][28] Other Important Information - Capital expenditures for Q1 were approximately $1.53 billion, with an estimated total of $6.5 billion for the fiscal year [20][22] - The company reported record sales in various categories during the holiday season, indicating strong consumer demand [22][26] Q&A Session Summary Question: Observations on Costco's willingness to embrace technology - Management acknowledged a focus on technology and operational efficiency, emphasizing that maintaining low prices for members remains a priority [33][34] Question: Concerns about traffic and the need to invest in price - Management noted consistent member behavior and emphasized the importance of delivering value and quality to maintain membership growth [39][41] Question: Warehouse openings and membership strategies - Management indicated that upcoming openings will include a mix of infill and new market locations, with a focus on driving top-line sales [47][48] Question: Retail media and digital advertising opportunities - Management highlighted the potential of retail media as a growth area while ensuring that value for members remains the primary focus [51][52] Question: AI applications in business - Management expressed excitement about AI's potential to enhance procurement and supply chain efficiency, alongside improving member experiences [56][57] Question: SG&A leverage and productivity dynamics - Management discussed challenges in achieving SG&A leverage due to higher healthcare costs and investments in employee agreements, but noted positive productivity trends [92][93]
数智引擎驱动未来 以“AI+”重塑金融服务新范式
Jing Ji Ri Bao· 2025-12-11 22:05
Core Viewpoint - The article emphasizes the significant role of artificial intelligence (AI) in the digital transformation of the banking industry, particularly highlighting the efforts of Bank of Communications (BoCom) in leveraging technology for high-quality development [1]. Group 1: Digital Transformation Strategy - BoCom has positioned digital transformation as a crucial breakthrough for achieving high-quality development, with a focus on enhancing technological leadership and value creation [1]. - The bank has implemented a comprehensive digital financial development plan and an "AI+" action plan, reflecting its commitment to building a robust digital foundation [2]. - Over the past three years, BoCom's technology investment has consistently accounted for over 5% of its operating income, with its fintech talent pool growing from approximately 4,000 to nearly 10,000, representing nearly 10% of the workforce [2]. Group 2: AI Core Capability Development - BoCom is accelerating the construction of a "super brain" through its "AI+" strategy, establishing a framework that includes a trillion-level financial model algorithm matrix [3]. - This "intelligent hub" has developed hundreds of application scenarios and digital employees across various fields, transforming human labor into value creation [3]. Group 3: Data Utilization and Innovation - The bank has built an enterprise-level data service system that connects with national platforms and local data institutions, facilitating the flow and application of data for decision-making [4]. - BoCom has pioneered a data asset financing platform in Shenzhen, successfully implementing a project that capitalizes on data knowledge rights, which won the first prize at the 2024 Web3.0 Innovation Competition [4]. Group 4: Business Empowerment through Technology - BoCom is integrating its digital capabilities into core business areas such as technology innovation, cross-border finance, and supply chain services, driving high-quality business development [5]. - The bank's mobile banking platform has over 53 million monthly active users, expanding its service reach [5]. - In the technology finance sector, BoCom has supported over 60,000 tech enterprises with loans, with the balance of technology loans exceeding 1.5 trillion yuan [5][6]. Group 5: Innovative Practices and Recognition - BoCom's Qingdao branch has developed an industrial internet financial service platform that enhances financing efficiency and has received multiple awards for its innovative approach [6]. - The bank's systematic approach to digital finance development is evident from its foundational investments to business empowerment, showcasing its commitment to high-quality growth [6].
越南《数字技术产业法》将于2026年1月1日正式生效
Shang Wu Bu Wang Zhan· 2025-12-11 17:20
Group 1 - The core point of the news is the enactment of the Digital Technology Industry Law in Vietnam, which will officially take effect on January 1, 2026, with some provisions effective from July 1, 2025, marking a strategic step towards establishing Vietnam as a global digital technology center [1] - The law introduces a series of breakthrough incentive policies and a talent development strategy for the high-quality digital technology industry, aiming to strengthen modern digital infrastructure and build a synchronized ecosystem [1] - It serves as an important institutional lever for promoting digital transformation and developing the digital economy, providing strong momentum for the implementation of the Central Committee's Resolution No. 57 on technology, innovation, and national digital transformation [1] Group 2 - Significant breakthroughs in land and corporate income tax are achieved, with 14 categories of key materials and 18 categories of core equipment required for the semiconductor industry receiving the highest level of policy support, including full exemption from land use fees and rents [1] - Companies engaged in electronic device production can benefit from a corporate income tax incentive of "four exemptions and nine reductions," allowing full exemption for the first four years and a 50% reduction for the following nine years [2] - The law allows for the import of second-hand equipment under specific conditions to minimize R&D costs and encourage innovation, including for special professional purposes and scientific research [2]
新能源汽车供应链踏上“升维”之路
Zheng Quan Ri Bao· 2025-12-11 16:43
"虽然中国是全球动力电池强国,但上游资源和产能的供应链安全仍面临挑战。锂、钴、镍等关键资源 主要集中在少数国家,存在被垄断的风险。"车百会理事长张永伟在接受《证券日报》记者采访时表 示。 软件领域的竞争同样激烈。随着汽车智能化程度不断提升,操作系统的重要性日益凸显。 走进东软睿驰汽车技术(沈阳)有限公司研发总部,《证券日报》记者注意到,研发人员在开放工位与 实验室间高效协作,在这样的研发节奏与工程体系支撑下,公司打造的整车级操作系统NeuSAR OS得 以在安全性、稳定性与规模化方面持续取得突破。在该公司总裁兼CTO杜强看来,汽车产业正由原来 的"软件定义汽车"逐步步入"AI定义汽车"时代。在这个过程中,操作系统的自主可控已成为产业链安全 的关键环节。 面对挑战,新能源汽车产业链如何破局?"技术创新+数字化转型驱动"或是答案。 当前,智能驾驶技术正在经历从模块化向端到端模式的深刻变革。这种变革的本质是从规则驱动转向数 据驱动,通过单一神经网络直接从传感器输入映射到车辆控制指令。 当前,中国新能源汽车产量连续8年位居全球第一,动力电池装机量占据全球近70%的市场份额,智能 驾驶技术从实验室快速走向量产应用,中国 ...
中国太原煤炭交易中心2026年度山西煤炭交易大会举行
Zhong Guo Xin Wen Wang· 2025-12-11 15:31
中新网太原12月11日电(杨杰英侯姝叶贾梦琦)12月11日—12日,中国太原煤炭交易中心2026年度山西煤 炭交易大会举行。 本届大会的主题是"扛牢国家电煤保供责任,数智赋能高质量交易,推动全国煤炭统一大市场建设"。大 会聚焦标准化建设、数字化转型和智能化提升,扛牢国家电煤保供责任,促进上下游产业高效衔接,在 推动煤炭产业由低端向高端、煤炭产品由初级燃料向高价值产品攀升的过程中发挥第三方平台强有力的 支撑作用,不断培育和发展数字平台新质生产力,为全省高质量转型发展蓄势赋能,为全国煤炭统一大 市场建设贡献力量。 开幕式上,中国太原煤炭交易中心党委书记、董事长、总经理武宪国致欢迎辞。晋能控股集团党委副书 记、副董事长、总经理崔树江出席会议并讲话,山西省能源局党组成员、副局长毛晓文对2026年全省煤 炭中长期合同签订履约工作进行安排部署。中国铁路太原局集团党委副书记、董事、总经理王立中,太 原市委常委、常务副市长裴耀军,中国电力企业联合会监事长潘跃龙,中国煤炭运销协会理事长刘志江 出席会议并讲话。腾讯集团副总裁马斌发表主旨演讲。 在签约仪式环节中,中国太原煤炭交易中心与腾讯云公司签订深化合作协议。联合打造覆盖"数据 ...
天原股份(002386.SZ):子公司钛白粉装置智能化提升项目
Ge Long Hui A P P· 2025-12-11 14:02
格隆汇12月11日丨天原股份(002386.SZ)公布,为切实推进公司数字化转型战略的落地实施,实现"数字 天原"的公司战略目标,公司全资子公司宜宾天原海丰和泰有限公司(简称"海丰和泰")梳理一二期装 置存在的问题,对一二期钛白粉生产装置开展智能制造整体项目设计,通过全流程的自动化、信息化与 智能化升级,有效提高劳动生产率与装置产能,降低综合能耗。 ...
香港总商会:预计香港明年GDP增长2.7%,近半企业看好前景
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-11 13:58
(原标题:香港总商会:预计香港明年GDP增长2.7%,近半企业看好前景) 南方财经 21世纪经济报道记者 张伟泽 实习生 周静仪 香港报道 12月11日,香港总商会发布"商业前景问卷调查"结果及经济预测,预计香港2026年GDP增长将达到 2.7%。问卷调查结果显示,受访企业中,48.3%的企业对香港未来12个月经济前瞻持正面态度,较去年 的18.3%大幅提升;仅15.3%的企业看淡2026年前景,较去年的44.3%显著下降。 香港总商会总裁杨伟添表示,尽管全球经济面临压力,企业也遇到多重挑战,但香港经济依然保持总体 稳定,甚至有望实现新的突破。同时,企业必须关注全球经济不确定性、关税政策持续影响以及出口增 速放缓等带来的潜在风险。因此,香港总商会对香港经济发展应持审慎乐观态度。 调查显示,超过70%的受访企业表示今年前10个月的营业额同比有所增加或基本持平,其中基本持平的 企业占41.5%。对于明年,40.3%的公司预计将实现业绩增长,44.1%的企业预计营业额将保持稳定,仅 有15.7%的企业认为营业额会出现下降。 香港总商会主席陈瑞娟表示,作为高度开放的经济体,香港仍面临全球经济不确定性及地缘政治逆风带 ...
天原股份:子公司钛白粉装置智能化提升项目
Ge Long Hui· 2025-12-11 13:37
格隆汇12月11日丨天原股份(002386.SZ)公布,为切实推进公司数字化转型战略的落地实施,实现"数字 天原"的公司战略目标,公司全资子公司宜宾天原海丰和泰有限公司(简称"海丰和泰")梳理一二期装 置存在的问题,对一二期钛白粉生产装置开展智能制造整体项目设计,通过全流程的自动化、信息化与 智能化升级,有效提高劳动生产率与装置产能,降低综合能耗。 ...
第四届“一带一路”国际产业合作论坛在广州举办
Zhong Guo Xin Wen Wang· 2025-12-11 12:27
"中国在多个领域具备高标准和强竞争力,约旦愿成为中方企业开展贸易与投资的重要平台,期待本次 论坛能共同开拓更广阔的合作领域。"约旦哈希姆王国驻华大使胡萨姆·侯赛尼说。 中新网广州12月11日电 (张璐 许婉)12月10日,第四届"一带一路"国际产业合作论坛(简称"活动")在广州 市黄埔区举行。近500名来自中国和越南、巴西、泰国、约旦、阿联酋、沙特等"一带一路"共建国家的 商协会、企业、机构代表及学者齐聚一堂,共商产业合作新机遇。 据介绍,作为本次论坛的举办地,广州开发区展现了其作为粤港澳大湾区核心枢纽和开放高地的显著优 势。该区已累计吸引超过5200家外资企业落户,拥有330个世界500强投资项目,其营商环境评价连续五 年位居全国经济技术开发区首位。 当前,广州开发区正全力构建以中新广州知识城、广州科学城、广州海丝城、广州国际生物岛为核心 的"三城一岛"战略平台,并已建立起覆盖全球38个国家和地区的国际合作网络。 论坛亮点之一是"工信领域产业国际化发展综合服务平台"的正式启动。该平台由工业和信息化部国际经 济技术合作中心推动建设,旨在构建"一核引领、双线驱动、多点支撑"的服务网络体系。 工业和信息化部国际经 ...