针对上述问题，报告分析认为，要构建跨区联建协作机制，多维推动资源要素均衡配置。充分发挥中 央、沿江省份区域协同发展领导小组办公室等机制作用，在区域空间规划编制、交通基础设施联通、区 域创新与产业协作等方面，形成各展所长又紧密联系、治理协同高效的区域发展共同体。 "长江经济带协调性均衡发展承载着破解区域失衡、重塑增长新动能的使命，要通过生态治理创新与制 度型开放，为全球大江大河流域治理和可持续发展提供中国方案。"报告负责人、南通大学江苏长江经 济带研究院院长兼首席专家成长春说。 中国人民大学应用经济学院教授孙久文、中国国际经济交流中心原总经济师陈文玲等表示，"区域协调 性均衡发展"的概念，丰富了区域经济学和区域协调发展的理论研究。报告总结了长江经济带区域经济 发展从低水平均衡到梯度性非均衡、调整中趋衡的阶段性特征，呈现出关联互动、优势互补、分工协作 的高水平、高效率、共生型均衡的特点。 据悉，长江经济带协调性均衡发展评价指标体系由均衡度指数、协调度指数和融合度指数3个一级指 标、12个二级指标和30个三级指标共同组成，以长江经济带110个地级及以上城市为典型样板区域加以 实证分析。报告显示，除直辖市外，江苏、湖 ...

想要完全掌握一种手法，至少需要实盘训练半年以上，才能消化里面的一些细节。总结一招，就要猛练 一招，不然我们根本不会了解到其中的优缺点和适用场景。 ——笔记哥《交易》 【笔记20250507— 太多的巧合：中美，印巴，双降（-中美将在瑞士会晤-降准降息落地-股市偏强+资金 面均衡偏松=中上)】 资金面均衡偏松，长债收益率明显上行。 在"924"的学习效应下，今日债市止盈者众。预期管理了半年了的降准降息今天终于落地，债农天天埋 怨YM怎么还在"择机"。今朝落地，每月都预测一波降息的债农还是不满：一个坏掉的钟，一天也能对 两次。但这次对了，下次不知还要多久哇。 中美大佬瑞士约茶，双方发言堪比言情剧剧本： 中方表示会谈是应美方请求举行的，属"霸道总裁"风：对方主动约的我。 美方表示瑞士谈判是"凑巧"，为"口嫌体正直"风：只是转角遇到爱啦。 今天很多的巧合，中美关税问题要会晤了，巴铁干掉印度6驾战机，国内降准降息落地。这么多的内外 利好在同一天展现，很多时候还是需要亮亮拳头的。 央行公开市场开展1955亿元7天期逆回购操作，今日有5308亿元逆回购到期，净回笼3353亿元。 资金面均衡偏松，资金价格延续回落，DR001 ...

港股科技也回到了正常估值。 遇到上涨的时候，小盘、成长风格弹性更大。 港股也继续上涨。 从4月初下跌以来，港股连续4周上涨。 1. [大吉大利，今天吃基] 第363期的螺丝钉定投实盘来啦。 文 | 银行螺丝钉 （转载请注明出处） 时间：2025年5月6日 假期里港股上涨，今天开盘后，A股也补涨。 截止到收盘，在5.1星。 大中小盘股都上涨，小盘股上涨多一些。 价值风格微涨，成长风格上涨较多。 方案：定投买入 品种： 指数增强投顾组合：11562元 主动优选投顾组合： 12700元 点击下图，即可立即跟投买入： 定投 金额采用的是 「定期不定额」的策略，估值越低投入越多。 实际使用参考金额的时候，可以根据自己的资金，按照一定比例来定投。 点击下图，即可立即跟投买入： 例如资金较少的情况下，可以按照10%的金额来投资。 还不了解组合发车计划的朋友，可以点击阅读介绍： 螺丝钉发车计划 PS：组合底层投资基金、各自比例等都是透明的，可以在公众号底部对话框回复「 发车方案 」查看。 2. 两种组合跟车方式，可以自由选择。 【方式一】： 手动跟车 点击上方投顾组合的图片，即可进入页面进行跟车。 进入跟车页面后，可以根据自 ...

Market Overview - On the first trading day after the holiday, despite disappointing April Caixin services PMI data, A-shares opened strongly and closed with a volume of 171.4 billion yuan, with the Shanghai Composite Index rising 1.13% to reclaim the 3300 mark, the Shenzhen Component Index up 1.84%, and the ChiNext Index up 1.97% [1] Technology Sector - The technology sector showed significant gains, with various sub-sectors such as controllable nuclear fusion, brain-computer interfaces, Hongmeng concept stocks, and computing power stocks leading the market [2] - ETFs related to technology, including internet ETFs and cloud computing ETFs, saw increases of over 4% [2] Rare Earth Market - The rare earth sector emerged as a strong performer, with stocks like Shenghe Resources hitting the daily limit, and several other companies also experiencing significant price increases [7] - Rare earth ETFs recorded gains of 5.22%, 4.91%, 4.80%, and 4.73% respectively [9] Rare Earth Prices - Following China's announcement on April 4 to impose export controls on seven types of medium and heavy rare earths, prices surged, with dysprosium prices doubling to $850 per kilogram and terbium prices increasing over 210% to $3000 per kilogram [11][12] - China accounts for 60%-70% of global rare earth production, and the recent export restrictions have led to a supply-demand imbalance, driving prices higher [12] Earnings Reports - Notable earnings from computing power companies in Q1 included Inspur Information with a net profit of 463 million yuan, up 52.78% year-on-year, and Industrial Fulian with a net profit of 5.231 billion yuan, up 24.99% year-on-year [5] - Analysts predict a return of the technology style in May as earnings reports are released and external tariff disturbances ease [5][6]

Core Viewpoint - The article highlights the transformation of Chihan School in Qinghai Province, which has improved its educational quality and facilities, addressing previous challenges of low enrollment and poor performance [1][4]. Group 1: Educational Reform Initiatives - In 2023, Xining City initiated a pilot program for group-based schooling reform to enhance educational quality and accessibility in rural areas [1][2]. - The county has established two major educational groups, encompassing 21 primary and secondary schools, to promote collaborative development and resource sharing [2][5]. - A core team of excellent principals and teachers has been assigned to lead Chihan School, significantly improving its management and teaching quality [2][4]. Group 2: Improvement in School Performance - Chihan School's student enrollment has nearly doubled from under 150 to around 300, alleviating pressure on local primary schools and achieving top academic results in the county [4][5]. - The school has received continuous support from Nanjing City, Jiangsu Province, which has provided funding to enhance its facilities [2][4]. Group 3: Broader Educational Goals - Xining City aims to build a high-quality and equitable public education service system as a strategic task and major livelihood project [4][5]. - The city has formed seven preschool education alliances covering 80 kindergartens, promoting resource sharing and collaborative development [5].

今天分享的是：风起青萍-2025年品牌营销趋势报告-群邑智库 报告共计：31页 《风起青萍-2025年品牌营销趋势报告》由群邑智库发布，报告基于对650位不同预算广告主的调研，涉及14个品类，分析了2024 - 2025年品牌营销趋势 。 2024年消费市场转型，企业面临"增收不增利"问题，品牌广告主投放更谨慎，各行业投放差异明显，部分行业线上投放有红利但整体线上投放份额趋于稳 定。进入2025年，广告主营销投资更谨慎，多选择维持或小幅调整预算，对数字媒体投放趋于保守，同时户外媒体价值重估，投放意愿上升。营销行业受政 策和技术影响，广告主考量因素增多，评估体系迭代，更加注重品效销均衡发展，不同预算量级广告主在预算分配和品牌宣传类广告考核上各有特点。面对 营销痛点，广告主从自身、平台和代理三方面寻求解决方案，不同行业痛点有所分化。在预算思考上，不同行业有节流求效、全域协同等不同策略；竞争博 弈中，广告主或拓展品类拓客，或提升复购率，同时下沉市场受关注但也面临挑战；评估重构方面，探索型、过程型和结果型广告主分别以扩张、细拆考 核、关注ROI为核心进行营销。展望未来，营销行业呈现六大趋势，包括投资稳中求变、技术与政 ...

Core Points - The initiative aims to enhance the comprehensive quality and professional level of educational staff in primary and secondary schools, as well as kindergartens in Siziwangqi, Inner Mongolia [1] - A total of 150 key educational personnel have been selected for on-the-job training in Qingdao and Ordos to promote balanced development in compulsory education [1] Group 1: Training Activities - The kindergarten teacher team engaged in a three-part learning model consisting of "principal lectures, immersive site visits, and in-depth case discussions" in six distinct kindergartens in Qingdao [3] - Teachers expressed their intention to integrate advanced experiences and innovative ideas gained from Qingdao into their daily teaching practices to enhance the quality of early childhood education in Siziwangqi [3] Group 2: Primary School Training - The primary school teacher team participated in a systematic learning plan at the Eighth Primary School in the Dongsheng District of Ordos, focusing on the school's curriculum system and classroom teaching models [5] - During the training, teachers attended a total of 40 classes, including regular and open classes, and participated in four specialized lectures, broadening their educational perspectives and updating their teaching concepts [6] Group 3: Educational Practices - Teachers experienced a teaching model in Ordos that emphasizes "exam-driven learning and targeted breakthroughs," ensuring efficient knowledge consolidation through a 50-minute timed training session [6] - Collaborative lesson preparation activities showcased a shift from individual efforts to collective brainstorming, highlighting the "precision education" concept through standardized teaching materials [6]

Group 1 - Insomnia has become a common issue for many people, often linked to insufficient carbohydrate intake, particularly at dinner, which can lead to sleep disturbances [1][9] - Studies indicate that higher intake of quality carbohydrates is associated with improved sleep quality, while diets low in carbohydrates may increase the risk of insomnia [2][6] - Consuming starch-rich foods can help stabilize blood sugar levels, preventing nighttime awakenings due to low blood sugar [9][14] Group 2 - A balanced diet including adequate carbohydrates is essential for maintaining energy levels and preventing fatigue, which can arise from insufficient caloric intake [11][12] - The recommended daily intake of grains for adults engaging in light physical activity is 200-300 grams, which should be adjusted based on individual activity levels [16][18] - Eating sufficient carbohydrates, particularly whole grains, can enhance sleep quality and overall health, while also preventing weight gain [10][20][21]

当我们感悟到异常，发现预期差时，阻碍我们去行动的最大障碍就是"希望交易"，尤其是，当市场已经开始出现相应的波动后，"回头看"会让我们后悔没 有在最佳的位置买入或卖出，于是就希望市场回到之前的位置再执行。 ——笔记哥《应对》 【笔记20250429— 经济学 VS 医学（+博弈明日PMI数据+资金面均衡偏松=小下)】 资金面均衡偏松，长债收益率小幅下行。 央行公开市场开展3405亿元7天期逆回购操作，今日有2205亿元逆回购到期，净投放1200亿元。 资金面均衡偏松，DR001下至1.54%附近，DR007因跨月小幅上至1.78%附近。 | | | | 银行间资金 | (2025.04.29) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 回购代码 | 加权利率 | 变化 | 利率走势 | 最高利率 | 变化 | 成交量 | 变化量 | 成交量占 | | | (%) | (bp) | (近30天) | (%) | (bp) | (亿元) | (亿元) | 比 (%) | | R001 | 1.59 | 3 1 | | 2. ...

件量方面，24 年公司实现265.7 亿件，同比增长25.3%，较行业增速（21.5%）高3.8pct，其中散单和逆 向件同比增速超70%，得益于公司履约能力与服务品质持续升级。价格方面，公司24 年件均价同比下 降4.9%至2.30 元，实现优于行业的价格表现（行业：-6.3%）。1Q25，公司件量与价格表现均优于行 业：件量同比+21.7%（行业：+21.6%），件均价同比-6.3%（行业： -8.8%），延续量价均衡表现。（数据来源：国家邮政局、公司公告）24 年单票成本降幅小于单票收入 降幅，单票毛利同比下降24 年，公司单票成本同比下降4.0%至2.09 元，其中，公司通过优化车队结构 和路由规划，实现单票运输成本同比下降9.4%至0.42 元；通过转运中心精益管理、自动化改造实现单 票中心操作成本下降5.4%至0.28 元。由于行业竞争激烈、单票收入持续下降，24 年单票毛利同比下降 12.6%至0.20元。费用方面，四项费用率同比提升0.1pct 至2.4%，其中财务费用同比增长259.6%。主因 24 年利息支出增加、而利息收入减少。 圆通速递发布2024 年及1Q25 业绩：1）24 年实现 ...