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即时零售竞争升维,更需平衡好效率与公平
近日,即时零售市场迎来了一场激烈的竞争。京东"自营秒送"业务上线,美团针锋相对推出即时零售品 牌"美团闪购"。紧接着,淘宝将"小时达"升级为"淘宝闪购",依托饿了么的运力网络,全面加速布局即 时零售市场。 所谓"即时零售",是为了满足消费者"即买即得"的需求,基于即时配送体系的消费模式,强调"线上下 单,30分钟送达"。这种需求在年轻群体中持续增长,比如咨询机构埃森哲发布的《聚焦中国95后消费 群体》指出,超过50%的"95后"希望在购物当天即可收到商品,"速度"成为影响年轻一代消费决策的重 要因素。 对于平台而言,线上消费市场流量红利趋于饱和,他们必须寻找新的增量。因此,借助各自的外卖配送 体系,拓展外卖或快递的边界,除了餐饮和生鲜之外,将药品、日用品、服饰、数码产品等品类也纳 入"即点即送"的范围。因此,各家平台开始争夺这一增量业务,但从消费市场而言,可能更多的是存量 替代。 数字经济带来更高的效率以及更多的新商业模式,推动商业创新与革命,这场革命的核心是效率,即能 够以更低的成本更快的速度将商品送到客户手中,并且给消费者无数种选择权。这种改变极大促进了消 费并提高了消费体验和商业红利,降低了消费者生活成 ...
湖北组建大数据集团 系统布局数据要素市场
Zhong Guo Xin Wen Wang· 2025-06-06 17:03
近年来,湖北数字经济规模稳步提升,由2023年的2.6万亿元,增长至2024年的3万亿余元,增长 15.4%,占湖北GDP比重由47%增长至50%,数字经济成为湖北经济发展重要引擎。 中新网武汉6月6日电(记者梁婷)湖北大数据集团启动运营工作推进会议6日在武汉举行,湖北大数据集 团正式成立,湖北在系统化布局数据要素市场、构建数字经济发展新引擎方面迈出关键一步。 湖北大数据集团是湖北省属一级国有企业,由湖北省政府国资委联合湖北联投集团、长江产业集团、湖 北交投集团、湖北文旅集团、湖北宏泰集团、湖北港口集团等6家省属企业共同出资组建,注册资本50 亿元(人民币,下同)。 同时,以实数融合发展为纽带,投资运营数据产业园、数据创新中心、孵化器等产业服务载体,构建科 技创新数字赋能大底座,为科技和产业创新提供数据赋能。 目前,湖北大数据集团已整合多平台,完成湖北省首笔电力+金融场内数据交易,助力湖北港口集团完 成全省首例国企数据资产入表并颁发首张数据产权和资产登记证书。旗下中部数据流通服务中心已累计 入驻数商逾1000个、上架数据交易标的数量624个、实现场内交易(含备案)2.6亿元。(完) (文章来源:中国新闻网) ...
聚焦数字经济与经贸合作 海峡两岸和港澳经贸合作研讨会在港举行
Zhong Guo Xin Wen Wang· 2025-06-06 14:04
香港中华厂商联合会会长卢金荣、台湾工商企业联合会理事长王明祥、澳门中华总商会会长崔世昌出席 会议并分别致辞。他们认为,海峡两岸与港澳应进一步发挥自身优势,整合科研资源与创新力量,在人 工智能、量子计算、区块链等前沿技术上深化合作,推动关键核心技术的联合攻关。同时也应加快技术 成果应用与产业转化,而这需要各地在创新产业政策和市场上紧密结合。 中新社香港6月6日电 (记者 刘大炜)由中华全国工商业联合会、香港中华厂商联合会、台湾工商企业联 合会、澳门中华总商会共同主办的第十六届海峡两岸和香港、澳门经贸合作研讨会6日在香港会议展览 中心举行。本次研讨会以"推动数字经济 合创新局共赢"为主题。 研讨会开幕式上,全国政协副主席、中华全国工商业联合会主席高云龙致辞指出,海峡两岸和港澳同根 同源,应携手把握时代脉搏、共筑数字未来。数字经济的灵魂是创新,关键是赋能与融合,重点是加快 数字产业化和产业数字化。海峡两岸和港澳企业要发挥各自优势,聚焦数字科技前沿领域,加强协同攻 关,推动产业共链、市场共拓、场景共享、人才共育,合力助推我国在全球数字经济竞争中赢得主动。 香港特区行政长官李家超致辞表示,面对保护主义笼罩全球,应以开放 ...
第十六届海峡两岸和香港、澳门经贸合作研讨会在港举行
news flash· 2025-06-06 13:29
第十六届海峡两岸和香港、澳门经贸合作研讨会6日在香港举行。本次会议以"推动数字经济合创新局共 赢"为主题,聚焦海峡两岸和港澳之间的密切合作,共同探讨数字经济下的机遇。全国政协副主席、全 国工商联主席高云龙在开幕式致辞表示,海峡两岸和港澳同根同源,应携手把握时代脉搏、共筑数字未 来。数字经济的灵魂是创新,关键是赋能与融合,重点是加快数字产业化和产业数字化,支撑在青年科 技人才队伍,海峡两岸和港澳企业要发挥各自优势,聚焦数字科技前沿领域加强协同攻关,推动产业共 链、市场共拓、场景共享、人才共育,合力助推我国在全球数字经济竞争中赢得主动。(新华社) ...
观想科技:拟设立合资公司,盛世融合持股51%
news flash· 2025-06-06 12:26
观想科技(301213)公告,公司拟通过全资子公司盛世融合与观想发展共同投资设立四川盛世融创科技 有限公司,其中盛世融合出资51万元认购51%的股权,观想发展出资49万元认购49%的股权。合资公司 将依托双方在信息化核心技术、产业运营等方面的优势,推动新一代信息技术在数字经济领域实现深化 应用。此次投资尚需股东大会批准。 ...
蚂蚁国际拟赴港上市,能否复刻蚂蚁集团4600亿美元估值神话?
Sou Hu Cai Jing· 2025-06-06 11:08
Core Viewpoint - Ant Group is planning to spin off its overseas segment, Ant International, for a separate listing in Hong Kong, indicating its strong performance in overseas markets and a recovery from regulatory challenges [2]. Group 1: Ant Group's Historical Context - Ant Group's valuation peaked at $460 billion before its IPO was abruptly halted in November 2020 due to regulatory concerns, with an initial valuation of around $250 billion when it was approved for listing on the STAR Market [3][5]. - The company reported a revenue of 72.528 billion RMB and a net profit of 21.92 billion RMB in the first half of 2020, surpassing its total net profit for the previous year [5]. Group 2: Regulatory Environment and Changes - Following regulatory scrutiny, Ant Group was required to restructure as a financial holding company, with stricter oversight on its consumer credit products [6]. - In July 2023, Ant Group was fined 7.123 billion RMB, marking the end of its regulatory rectification phase and reflecting a broader trend of increased regulation in the fintech sector [6]. Group 3: Ant International's Market Strategy - Ant International aims to facilitate digital financial transformation globally, aligning with the increasing demand for cross-border payment solutions as China's foreign trade continues to grow [7][9]. - The company has developed key products such as Alipay+, Antom, and WorldFirst to provide various cross-border payment services, successfully penetrating international markets [11]. Group 4: Performance Metrics - By the end of 2024, Ant International served over 1 million small and medium-sized foreign trade enterprises, processing transactions exceeding $300 billion [13]. - In 2024, Ant International generated revenue of 27 billion RMB, accounting for 20% of Ant Group's total revenue, with a net profit of approximately 2.2 billion RMB [13]. Group 5: Challenges and Future Outlook - Despite its achievements, Ant International's market valuation is significantly lower than Ant Group's previous highs, reflecting a more cautious market sentiment towards fintech valuations post-regulatory changes [14]. - The company faces challenges in navigating complex multi-jurisdictional regulatory environments, which could impact its operational costs and future growth potential [16][17].
蕾奥规划(300989) - 2025年6月5日投资者关系活动记录表
2025-06-06 09:10
Company Overview - The company aims to become a "smart city planning and operation expert" while expanding its urban operation and digital economy businesses [1] - The operational strategy focuses on leveraging Shenzhen's advantages to enhance competitiveness through comprehensive planning and consulting services [1] Growth Strategies - Key growth points include: - Expanding traditional business sectors to regain market share [2] - Realizing contributions from operational projects in the near future [2] - Launching AI products to boost revenue [2] - Exploring overseas markets for additional revenue [2] - Engaging in low-altitude economy, digital economy, and computing power businesses [2] - Advancing investment and acquisition strategies [2] - Improving cost efficiency and resource utilization [2] Low-altitude Economy Initiatives - The company has successfully bid for several low-altitude economy projects, including planning studies and operational services [3] - It is a member of the Guangdong-Hong Kong-Macao Greater Bay Area Low-altitude Economy Industry Alliance [3] - Strategic partnerships have been established to promote low-altitude economic services [3] AI and Computing Power Development - The company is expanding into AI computing power services, having obtained necessary licenses and partnerships [4] - It has launched several AI-driven platforms and tools to enhance urban planning and management [5] - The "Rai AI Planning Design Assistant" has been officially released and is widely used [5] Financial Performance and Management - The company faced losses last year but reported profits in Q1 of this year, implementing measures to stabilize future performance [6] - Strategies include focusing on core businesses with short-term returns, optimizing R&D efficiency, and enhancing financial management [6] Investment Fund Status - The company established a 500 million RMB equity investment fund targeting strategic emerging industries [7] - As of the end of 2024, the fund has invested in 10 projects, with plans to continue leveraging industry resources for future investments [7] Market Value Management - The company maintains a strong cash flow and plans to enhance market value through various strategies, including cash dividends and share buybacks [8] - Continuous focus on operational efficiency and investor relations is emphasized to reflect and enhance investment value [8]
四川九洲收盘下跌1.61%,滚动市盈率90.28倍,总市值162.32亿元
Sou Hu Cai Jing· 2025-06-06 08:27
Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Sichuan Jiuzhou, indicating a significant decline in revenue and profit in the first quarter of 2025 compared to the previous year [1][2] - Sichuan Jiuzhou's stock closed at 15.87 yuan, down 1.61%, with a rolling PE ratio of 90.28 times, and a total market value of 16.232 billion yuan [1] - The company ranks 80th in the home appliance industry, which has an average PE ratio of 21.66 times and a median of 25.98 times [1][2] Group 2 - In the first quarter of 2025, the company reported an operating income of 813 million yuan, a year-on-year decrease of 8.16%, and a net profit of 21.856 million yuan, down 40.11% year-on-year, with a gross profit margin of 17.94% [2] - The company specializes in smart terminals, air traffic control products, and microwave radio frequency, with key products including ultra-high-definition set-top boxes and AI set-top boxes [1] - Sichuan Jiuzhou has been recognized as a national-level specialized and innovative "little giant" enterprise and a "national high-tech enterprise," and has received accolades as one of the top 100 digital economy enterprises in Sichuan Province [1]
浙江建投打造剩余物资“循环+绿色”利用体系 浙江云渔科技揭牌
Sou Hu Cai Jing· 2025-06-06 07:05
浙江建投剩余物资处置与交易平台(咸渔台)自2023年9月正式上线运行以来,平台已覆盖集团14家二级单位,服务项目562个次,累计成交8500余万元,平 均处置溢价率约14%,单场次最高溢价达11余万元,成为集团数字经济发展、工程物资绿色低碳循环利用、深化企业清廉建设的有力抓手。 上证报中国证券网讯(记者 谭镕)近日,由浙江建投旗下浙江建投工程物资设备有限公司(简称物资设备公司)和浙江浙建云采科技有限公司(简称浙建 云采)联合新组建的浙江云渔科技发展有限公司(简称浙江云渔科技公司)举行揭牌仪式。据介绍,该公司的成立,是浙江建投深入贯彻落实国家《关于加 快经济社会发展全面绿色转型的意见》,大力发展资源循环利用产业,畅通资源循环利用链条,谋划创新发展"新赛道",打造建筑行业剩余物资线上线下联 动处置的重要举措。 浙江建投剩余物资处置与交易平台(咸渔台)自2023年9月正式上线运行以来,平台已覆盖集团14家二级单位,服务项目562个次,累 计成交8500余万元,平均处置溢价率约14%,单场次最高溢价达11余万元,成为集团数字经济发展、工程物资绿色低碳循环利用、深化企业清廉建设的有力 抓手。 据悉,浙江云渔科技公司的成 ...
省属国企再添一员!湖北大数据集团正式成立,汪小波任董事长
Sou Hu Cai Jing· 2025-06-06 06:52
今天(6月6日)上午,湖北大数据集团在武汉洪山大厦正式成立,这是湖北成立的第十二家省属国企。 湖北省属国企再添一员 专注大数据投资开发 "大数据集团将夯实数字湖北'一个底座'、形成数据资源'一张网络'、构建数据交易'一个枢纽'、创立数智化应用'一个标杆',打造数据产业生态'一个模 式'这'五个一',加快推进湖北数字产业化和产业数字化,打造成为全国一流、中部领先的省级数据集团。"汪小波介绍。 各省数据集团加速成立 竞速"第五要素" 当前,数据已成为继土地、劳动力、资本、技术之后的第五大生产要素,国家已经在陆续进行政策支持。对于决定未来发展空间的产业,谁先领跑数字经济 领域,谁就在未来拥有话语权。 长江云新闻记者梳理发现,据不完全统计,除湖北外,上海、陕西、湖南、江苏、河南、福建等省份均已组建省级数据集团公司,武汉、广州、杭州、温州 等地也组建了相应的市级数据集团公司。 从规格上来看,湖北大数据集团为省属一级国有企业,由省政府国资委牵头,湖北联投集团、长江产业集团、湖北交投集团、湖北文旅集团、湖北宏泰集 团、湖北港口集团6家省属企业共同出资组建,注册资本50亿元。 长江云新闻记者了解到,未来,湖北大数据集团将进行 ...