冰淇淋刺客退场，梦龙、茅台、哈根达斯都"割"不动了。 7月流火，2025年的夏天尤其燥热。在地球人都在遭遇高温"烤验"的当下，全球最大的冰淇淋公司来了。 7月1日，联合力华冰淇淋业务正式独立运营，成为梦龙冰淇淋公司（下称梦龙公司）。梦龙公司计划于今年Q4在阿姆斯特丹、伦敦和纽约上市。目前联 合利华依然是其唯一的股东。 梦龙公司旗下拥有梦龙、和路雪、可爱多、Ben & Jerry's等众多知名的冷饮品牌。按零售价值算，2019-2023年，梦龙稳居全球最大的冰淇淋品牌，2024年 与哈根达斯并列第一。 2024年，联合利华整个冰淇淋业务营收83亿欧元，同比增长4.5%。巴克莱银行曾估计，联合利华冰淇淋业务在全球的市场份额为20%，是行业领头羊。 天热了，高价冰淇淋"凉"了 这个夏天，全球都在不断刷新高温纪录，40+度的高温天越来越多。冰淇淋（冰激凌、雪糕的统称）市场迎来了销售旺季。 欧睿国际的数据显示，2019-2024年，按零售额计，联合利华的冰淇淋业务市场份额远超雀巢、通用磨坊（哈根达斯母公司）、伊利、蒙牛等竞争对手。 但不得不提的是，在中国，梦龙公司当下不太乐观：2024年，联合力华在中国市场除食品板块外 ...

Core Viewpoint - The conference hosted by Tsinghua University Wudaokou School of Finance focused on the theme of "New Industries, New Technologies, New Models, New Dynamics - Digital Finance Supporting High-Quality Development," highlighting the importance of digital finance in enhancing the quality of economic growth in China [1]. Group 1: Industry Trends - The Chinese commercial health insurance industry is undergoing profound changes, transitioning from a supplementary role to a complementary relationship with the basic medical insurance system, thereby participating deeply in the construction of a multi-tiered medical security system [2][4]. - The mutual insurance model is positioned as a crucial "adhesive" between social security and commercial insurance, aligning with the public welfare direction of China's healthcare reform [2]. Group 2: Market Dynamics - The medical insurance market is experiencing structural changes due to healthcare payment reforms, shifting the development logic from "supplementary" to "complementary," with commercial insurance focusing on differentiated areas such as outpatient drugs and mid-to-high-end services [4][5]. - The mutual insurance model's "co-construction, co-governance, and sharing" mechanism fills the gap between social security and traditional commercial insurance, creating a new type of security system through collaborative platforms and ecological synergy [5][6]. Group 3: Challenges and Innovations - The insurance industry faces a core dilemma of mismatched products and user needs, with traditional sales methods often leading to misunderstandings due to product complexity [7]. - The company is focusing on risk reduction for specific groups, such as potential liver disease patients, by developing innovative insurance products that enhance patient compliance and reduce economic burdens [6][7]. Group 4: Future Directions - The company aims to evolve medical health insurance from risk compensation to risk reduction, contributing to the "Healthy China 2030" initiative by leveraging technology for precise matching and continuous engagement with members [7].

证券研究报告 | 大 类 | 所属概念 | 基金规模 | 周涨跌幅 | 周资金净买入额 | 今年以来周涨跌幅走势图 | 今年以来周资金流向走势图 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | (亿元) | (%) | (亿元) | | | | | | 上证50 | 1594.56 | 1.41 | -27.65 | | | | | | 沪深300 | 9834.49 | 1.71 | -111.15 | | | | | | 中证500 | 1401.20 | 0.86 | -19.24 | | | | | | 中证1000 | 1169.17 | 0.72 | -32.14 | | | | | | 创业板指 | 1264.48 | 1.57 | -20.59 | | | | | | 科创创业50 | 329.65 | 0.65 | -2.53 | | | | | | 科创50 | 1812.21 | -0.42 | 15.80 | | | | | 综 合 | 科创100 | 257.01 | 0.73 | 3.04 | | | | | ...

2025年"7.8全国保险公众宣传日"期间，友邦人寿山东分公司积极行动，精心组织了一系列内容丰富、形式多样的公益活动与金融知识普及活动，以实际行 动诠释"保险让生活更美好"的年度主题。 "零废行动"守护母亲河，共建绿色家园 7月3日，系列活动的环保篇章——友邦人寿 "友爱地球"公益计划零废行动山东站在济南成功举办。本次活动由友邦人寿携手北京市企业家环保基金会（简 称"SEE基金会"）开展。当天，友邦人寿山东分公司的志愿者们来到百里黄河风景区，大家分为五支小队，领取专业捡拾工具后，立即投入到2公里核心河 岸线的垃圾清理工作中。捡拾环节结束后，志愿者们对所收集的废弃物进行了细致的分类和称重，所有垃圾交由专业机构进行清运，杜绝二次污染，形成环 保闭环。 Specify fr r 1 74 l I 17 . 8 9 7月3日，友邦金融宣传小分队走进历下区中井村开展防范金融风险专题宣传活动，现场向广大村民宣传反诈小技巧，聚焦老年群体及村镇小商贩群体，充分 揭露"假冒保险理赔""高收益理财骗局""非法代理退保黑产"等常见手段，提醒村民"不轻信、不转帐、不透露个人信息"。同时，引导广大村民通过合理合法 手段反应自身诉求，共 ...

活动当天，静谧的奥森公园中到处都是热情的友邦红，每个角落都充满大人孩子们的欢声笑语。在「友乐园」，丰富的大型亲子互动游戏让孩子快乐的沉浸 其中，全家人一起体验游戏乐趣，悠游阳光沙滩，玩出快乐好生活；在「友好市」，大家畅享美食、潮玩、IP周边，一起逛出好生活的N种可能；在「友享 会」，通过品牌专属区域的每次互动，大家也能更加深刻体会到友邦北京对客户的爱与守护，对美好生活方式的深度探索，感受友邦"以客为先"的服务理 念；「5km友乐健步走」开启后，每个人都奔向健康与美好，在自然跑道中穿越释放多巴胺，奔跑途中的专属拍照打卡装置和定制奖牌也令大家惊喜满满， 一起跑出健康新成就。 2025年7月5日，由友邦人寿北京分公司（简称"友邦北京"）举办的"2025友邦保险北京好生活节"活动在北京奥林匹克森林公园露天剧场盛大举行，本次活动 以"健康新享法"为主题，通过运动、音乐、市集、亲子互动和公益倡导的多元形式，吸引了近八千位友邦北京客户及营销员于盛夏时节相聚在这座大自然氧 吧。活动时间恰逢"7.8全国保险公众宣传日"，在活动中也融入了健步走的元素，在健步走环节中不仅传递了健康生活理念，更创新融入金融消费者权益保 护、反洗钱知 ...

Core Concept - Smart healthcare is becoming a new trend in the global medical industry, with smart hospitals serving as a key carrier of this concept, integrating medical resources and optimizing processes through advanced digital technologies like AI, cloud computing, big data, and IoT [1][3]. Group 1: Definition and Evolution of Smart Healthcare - Smart healthcare is a broad concept that varies in interpretation, encompassing disciplines, technologies, platforms, systems, and business models, and represents the evolution of internet healthcare [3][5]. - The evolution of medical information technology has progressed through several stages, from initial IT system implementations in the 1980s to the current 4.0 era characterized by smart healthcare, driven by advancements in 5G and AI technologies [5][9]. Group 2: Relationship Between Smart Healthcare and Smart Hospitals - Smart hospitals are a subset of smart healthcare, which encompasses a wider range of medical scenarios beyond just hospitals, including home and community care [7][9]. Group 3: Goals of Smart Healthcare - The primary goals of smart healthcare include providing high-quality, efficient, and safe medical services to patients, reducing the workload of healthcare professionals, promoting public health knowledge, improving national health standards, enhancing resource sharing, and lowering healthcare costs [10][11]. Group 4: Future Outlook - Experts indicate that smart healthcare is still in its early stages and requires collaborative efforts in policy, mechanisms, and technological innovation. Future advancements may include gene testing for health risk identification, big data for rapid diagnosis, and AI-driven home healthcare solutions [13].

Group 1 - The article discusses the increase in gastrointestinal diseases, particularly diarrhea, during the hot and humid summer months, emphasizing the need for proper treatment and misconceptions surrounding it [1] - It highlights that many people mistakenly believe antibiotics can treat all types of diarrhea, while in reality, they are only effective against bacterial infections [2] - The article explains that viral diarrhea is generally milder and can self-resolve, while bacterial diarrhea may present more severe symptoms such as fever and blood in stools [2] Group 2 - The article clarifies that diarrhea serves as a protective mechanism for the body to eliminate pathogens and toxins, rather than merely a means of waste expulsion [3] - It warns against the practice of complete fasting during diarrhea, as it can lead to dehydration and electrolyte imbalances, suggesting the intake of fluids and easily digestible foods instead [3] - The article also addresses common health misconceptions during summer, such as the behavior of mosquitoes and the credibility of online health information, urging the public to seek authoritative sources for medical advice [4]

医疗健康科普别被"网红医生"带偏了。"网红医生"不能违背媒介伦理和医疗伦理。医护人员不能沦 为收割流量的"工具人"。要压实各方责任，首先，医生自身就要爱惜自身的医生形象，要遵循医疗伦 理，对造假团队提供的摆拍、伪科普等剧本要懂得说不。另外，医疗机构要加强对本单位医务人员的管 理，让医生为自己在网上的言行负责，避免医护人员有违规直播带货、摆拍造假等违法违规行为。最 后，网络平台则要加强对平台内容的审核，要对问题视频、"病态"流量说不。网红孵化机构也要避免走 虚假摆拍的捷径。网友更要增强防范意识，提升网络素养、健康素养，对虚假摆拍、伪科普说不。监管 部门则要加强对虚假摆拍、伪科普的监管力度，对造谣、传谣造成严重影响者，要依法依规进行惩治。 "网红医生"不能靠伪科普博流量，不能沦为"流量病"的"患者"，而应成为医疗健康科普的"燃灯 者"。"网红医生"个人、网红孵化机构、网络平台等都别迷失于流量之中，陷入"流量泥潭"难以自拔。 无底线摆拍、伪科普都是影响网络内容产业健康发展的绊脚石。网络内容产业，优质内容是王道，正确 的三观、真实性则是根基。要好好治治"网红医生"这样的"流量病"，有堵还要有疏，还要通过引导、激 励、 ...

健康风潮年年有，但像羽衣甘蓝这种被吐槽口感"歹毒"，却能火遍全行业的"超级食物"，实属罕见！ 图片来源：新浪微博 两年前，羽衣甘蓝还在国内无人问津。 而现在，消费者一边戏谑地称其为"吃草"，一边又心甘情愿为"超模同款"、"纤体神器"买单； 品牌们更是集体陷入狂欢——从喜茶、奈雪的茶、瑞幸等现制茶咖，到盒马、山姆等零售巨头，再到洽洽、白象、三只松鼠等食品大厂，纷纷押注这 位"绿叶明星"。 被嫌弃"难吃"的羽衣甘蓝，怎么反而越来越火了？这款蔬菜又有何迷人之处，总能吸引消费者"前赴后继"？ 上市一个月，消耗超10万斤，从现制茶到预包装，羽衣甘蓝一火再火？ 回望羽衣甘蓝在中国的走红之路，起点正是2024年夏天，喜茶推出「超级植物茶」羽衣纤体瓶（又称"夺冠纤体瓶"）。 在当时，喜茶主要做了两件事，把羽衣甘蓝成功带入大众视野。 一是破局羽衣甘蓝痛点，解决难吃问题。喜茶将羽衣甘蓝切入中国人相当熟悉的场景——现制茶饮，并将羽衣甘蓝与苹果、柠檬等水果以及经典茶底搭配 来中和苦涩感，将"鲜榨羽衣甘蓝"转化为"喝果汁"的愉悦体验。 二是精准踩点，抓住国人的健康焦虑。当体重管理已经成为中国人的全民课题，喜茶精准抓住"健康焦虑"与"奥 ...

"持续开展学生脊柱健康筛查，做好健康教育指导"被纳入2025年市委、市政府民生实事项目。记者 从市教育局了解到，截至6月30日，该民生实事项目已基本完成，全市共有81217名五年级学生参加免 费脊柱健康筛查。接下来，教育部门将通过举办讲座、推广脊柱健康操等方式，进一步加大防治知识宣 教力度。 进入暑假，江苏省中医院推拿科时不时有家长带着孩子前去进行脊柱侧弯矫正治疗。"放假前，孩 子在学校接受了免费脊柱健康筛查，结果显示疑似脊柱侧弯，我们就想趁着暑假，赶紧带孩子再复查一 下，抓紧进行矫正训练。"翠屏山小学五年级学生家长张女士说，"之前觉得孩子有些驼背，我们只是提 醒一下站姿坐姿，看到筛查结果后才引起重视，幸好有这次入校筛查，进行干预治疗还来得及。" "下一步，我们将通过微信公众号对家长开展脊柱健康相关的健康宣教，同时推广我们和南京体育 学院开发的新中式脊柱健康操，并联合医疗机构针对师生家长开展讲座，让大家进一步关注学生的脊柱 健康。"吴琼说。 近年来，青少年的脊柱健康问题呈上升趋势，但由于早期症状不明显，很多学生和家长都容易忽 视。为了全面了解当前中小学生脊柱健康状况、尽早发现学生脊柱问题、提供更好的干预机会， ...