我国出口产品的附加值不断提高，从以前以低端制造业为主逐步升级到中高端制造业为主。新能源汽 车、光伏、风电成为出口的"弹药"，特别是我国汽车出口近两年已超过日本，成为世界第一大汽车出口 国，体现出我国在高端制造方面的优势越来越明显。虽然出口增速很难再有两位数以上增长，但出口产 品附加值的提升使得我国出口企业的利润明显改善，这也是我们应对贸易关系紧张的重要策略。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 当前，在贸易关系紧张的背景下，外贸增速面临一定挑战。因此，通过拉动内需来应对外需的不确定性 显得尤为重要。外贸是畅通国内国际双循环的关键枢纽，也是拉动经济增长的"三驾马车"之一。针对当 前贸易关系的复杂局面，商务部负责人表示将加大支持力度，降低外贸企业内销成本。有关部门将进一 步扩大出口信用保险的承保规模和覆盖面，增强外贸企业接单的信心。通过尽快出台提振经济的一揽子 增量政策，将有利于提升市场信心，推动资本市场表现。今天，上证指数在盘中突破3400点整数关口， 市场信心得到有效提振。下半年市场行情值得期待，希望下半年资本市场能够带来更强的赚钱效应。以 人形机器人为代表的科技板块有望继续 ...

"后续'两新'政策主要扩围方向之一可能是耐用品，如电器、厨具、卫浴、洁具等。"中国财政学会绩效 专委会副主任委员张依群分析。 多项稳经济增量政策近期有望陆续出台，涉及"两新""两重"、稳外贸等领域。专家表示，增量政策尽早 出台有助于稳定预期，起到早见效的作用。 今年以来，"两新"政策加力扩围，成为扩大内需的重要引擎。最新数据显示，手机等数码产品购新补贴 带动销售已超过1400亿元，家电类商品零售额连续8个月保持两位数增长，今年前4个月设备工器具购置 投资同比增长18.2%。 记者获悉，下一步，国家发展改革委将加快资金下达，会同财政部尽快完成2024年消费品以旧换新资金 清算，下达后续资金额度。提高资金使用效率，建立超长期特别国债资金直达快享机制，抓紧推出加力 实施设备更新贷款贴息政策，降低各类经营主体设备更新融资成本；推动有关部门进一步简化补贴申领 流程，明确审核兑付时限，落实资金预拨制度，提升消费者体验，缓解经营主体垫资压力。强化政策储 备，及时跟踪评估各项工作进展，深入研究"两新"领域增量和储备政策，适时按程序报批后推出。 投资在稳增长、调结构、育动能、惠民生、防风险等多个方面一直发挥着关键作用。截至目前 ...

2025中国汽车重庆论坛 中国汽车重庆论坛 谈内卷：是"正路"还是"邪路" 当下，价格战仍在中国汽车市场延续，汽车行业内卷之势愈演愈烈。中国贸促会汽车分会会长、中国国 际商会汽车行业商会会长王侠表示，去年全国降价车型超过200款，今年前4个月已达60多款，5月更在 头部车企带动下出现百余款车型的大幅降价，无底线的价格战和盲目的技术竞赛已挤压行业利润至4% 以下的极低水平，并带来电池起火、自动驾驶失控等安全隐患。 中国贸促会汽车分会会长、中国国际商会汽车行业商会会长王侠 中国汽车重庆论坛 "降价是应对竞争的无奈之举，是饮鸩止渴的手段。"奇瑞控股集团董事长尹同跃在重庆论坛期间说；长 安汽车董事长朱华荣也称，坚决反对无底线的、无道德底线、无法律底线的恶性竞争；吉利控股集团董 事长李书福更称，有些企业的竞争方式"难以启齿"。 【文/观察者网 潘昱辰 编辑/高莘】6月6日—6月7日，以"在变革的时代塑造行业的未来"为主题的2025中 国汽车重庆论坛在重庆悦来国际会议中心举行。 本届论坛期间，诸多中国汽车企业的高层和行业人士围绕"内卷式竞争""技术安全""海外增量市场"等行 业热议话题展开激烈讨论，其中甚至不乏火药味，进 ...

Market Overview - The A-share market experienced fluctuations on June 6, with the Shanghai Composite Index continuing to rise, led by sectors such as non-ferrous metals, communications, and oil and petrochemicals [1][2] - The total trading volume in the A-share market was 1.18 trillion yuan, with over 2,600 stocks rising and more than 60 stocks hitting the daily limit [1][2] Sector Performance - Non-ferrous metals, communications, and oil and petrochemicals sectors showed strong performance, with respective increases of 1.16%, 1.00%, and 0.88% [2][3] - The computing, Hainan Free Trade Port, and memory sectors were also active, while sectors like beauty care, textiles, and food and beverage saw declines [2][3] Fund Flow and Financing - On June 6, the net outflow of main funds in the Shanghai and Shenzhen markets was 194.41 billion yuan, with 2,121 stocks experiencing net inflows and 3,005 stocks facing outflows [4] - The financing balance of A-shares reached 1.7995 trillion yuan, with a total increase of 102.89 billion yuan from June 3 to June 5 [4] Investment Opportunities - Analysts suggest that there are upward opportunities in the market due to expectations of export recovery and subsequent policy support, although sustained upward movement requires significant policy measures or clear improvements in fundamentals [6] - Recommended sectors for investment include traditional capacity elimination, new consumption growth, and industries with high prosperity, such as automobiles, non-ferrous metals, national defense, retail, and pharmaceuticals [6]

Core Insights - The "Su Super" league, officially known as the Jiangsu Provincial City Football League, has gained significant popularity, attracting over 180,000 fans to various matches across 13 cities in Jiangsu Province [1][6] - The league has successfully created a vibrant atmosphere, with events drawing families and children, enhancing community engagement [2][4] - The league's unique marketing strategies, including humorous slogans and cultural references, have contributed to its viral success on social media [7][8] Group 1: Popularity and Engagement - The third round of the "Su Super" attracted over 90,000 fans across six cities, with an average attendance exceeding 10,000 per match, surpassing many professional leagues [6] - The league features players from diverse professions, promoting a "全民足球" (全民 football) model that encourages community participation and city pride [9] - The league's matches have become a platform for cultural expression, with cities showcasing their unique identities through the events [7][9] Group 2: Economic Impact - The "Su Super" has stimulated local economies by attracting tourists, with cities launching promotional activities to boost consumption during match days [12][14] - The integration of sports and tourism has led to a 14.63% increase in intercity tourism spending during the third round of matches [16] - Cities are leveraging the league to enhance their cultural branding and promote local attractions, creating a model for economic activation through sports [19][22] Group 3: Future Development - Experts suggest that the success of "Su Super" can serve as a template for grassroots sports events in China, emphasizing the importance of community involvement and cultural resonance [17][19] - The league is seen as a potential catalyst for the development of youth football and the overall improvement of the football ecosystem in China [26] - There is a focus on transforming the league's popularity into sustainable tourism and cultural branding initiatives, ensuring long-term benefits for participating cities [23][24]

Market Overview - The A-share market has shown a continuous upward trend for three days after the holiday, with today's trading volume reaching 1.3 trillion, indicating the entry of new funds despite being lower than the previous average of 1.5 trillion [1][3] - The market is characterized by a "stock game," where profit-taking occurs among winning stocks, particularly in sectors like innovative pharmaceuticals and new consumer goods, which have seen adjustments [1][3] Trading Volume and Fund Flow - The average trading volume over the past three days was below 1.2 trillion, but the increase to 1.3 trillion today suggests an influx of approximately 100 billion in new funds [3] - Despite the increase in trading volume, the new funds have not absorbed the profit-taking pressure, particularly in the consumer sector, leading to a rebound in oversold sectors like securities and technology [3][5] Market Sentiment and Strategy - The current market sentiment indicates a lack of strong buying power, with today's buying power recorded at 950, which is below the threshold of 1000 needed for a robust rally [5] - There is a significant selling pressure observed, suggesting that if new funds do not continue to flow in, the market could easily shift to a bearish trend [5] Sector Performance - The market has seen a rotation in sector performance, with sectors like blockchain and ST stocks showing strength, while traditional leaders like pharmaceuticals have weakened [7][8] - The analysis indicates that the market may experience further rotation among sectors, and the ability to predict the next leading sector is crucial for investors [7] Key Data Points - The number of stocks hitting the daily limit up was 107 today, with 100 being real limit ups, indicating a mixed performance across sectors [6] - The buying power and selling power metrics show a disparity, with buying power at 950 and selling power at 136, reflecting a cautious market environment [6]

" 我没办法没日没夜地跑车，想着每天固定跑几个小时，收入能覆盖日常花销就挺好。 " 长沙的罗 师傅是一名兼职网约车司机。 2023年3月小拉出行 长沙开城时便加入了平台 ， 高自由度和 低佣金 政策 是吸引他的关键 。如今，他每天固定跑 3 至 4个 小时，收入稳定，生活节奏也让他 感到 满 意。 时至今日， 像罗师傅这样的司机 其实并 不少，他们 没有充足的时间 全职投入，而是希望利用 片 段化的 时间增加收入。然而，多数平台更倾向 于 服务全职司机，在线时长往往影响司机评级，对 兼职并不 十分 友好。创立于 2021年小拉出行， 瞄准了这些痛点稳步快跑 ，目前已在全国 56个城 市开展 网约车 业务 。 司机端： 低抽佣、 更自由 对 兼职司机的 接纳度， 本质上凸显了一个平台的自由度。 罗师傅的经历颇具代表性。 2022年生意受挫后，他 曾 尝试了多个网约车平台，但 感受都不太好， "高峰期派单一个接一个，平峰期又经常没单或者单不好，人还得一直在车里守着，感觉像是被困在 了方向盘前，收入也越来越低"。为了摆脱这种困境，罗师傅曾有一段时间放弃开网约车，转而尝试 去做一些快消品上货服务、设备维护和企业团购业 ...

Core Insights - The article discusses the competitive landscape of the dairy industry and the consumer preferences that drive purchasing decisions, emphasizing the importance of innovation in creating products that resonate with consumers [1][4]. Market Comparison and Growth Potential - A comparison of the Chinese dairy market with Southeast Asia, Latin America, and France reveals significant growth potential, particularly in the context of consumer upgrading and export opportunities [5][9]. - The definition of dairy products varies significantly across countries due to different dietary habits and historical development [5]. Market Challenges and Trends - The global dairy industry faces challenges, including slow growth rates and changing consumer behaviors post-pandemic, necessitating a comprehensive strategy to enhance product value and identify new opportunities [12][10]. - Innovation must lead to incremental growth; if it only maintains the status quo, the costs may outweigh the benefits [12][13]. Global Growth Principles - The principle of "penetration rate is king" highlights that over 80% of growth for brands comes from acquiring new consumers, making it crucial for product innovations to attract new buyers [13][12]. Demographic Changes and Market Opportunities - Significant demographic shifts, including aging populations and changing family structures, present both challenges and opportunities for the dairy market [14][20]. - Three key consumer groups identified for targeted innovation include: 1. Infants and family consumption, where spending is increasing despite declining birth rates [20]. 2. Young adults with diverse needs, seeking products that cater to their lifestyle and health [21]. 3. Middle-aged and older adults, who prioritize health and social engagement, representing a significant market opportunity [23]. Strategies for Successful Innovation - Effective product positioning and communication are essential to convey product value and resonate with consumer needs [24]. - A comprehensive channel strategy is necessary to ensure product accessibility and a consistent consumer experience across platforms [24]. - Creating a compelling brand story and delivering perceived value beyond the product itself can enhance consumer engagement and willingness to pay [24]. - Pricing strategies must align with perceived value to avoid barriers to trial and maintain brand integrity [24]. Successful Case Studies - Examples from various markets illustrate successful strategies, such as incorporating colostrum in infant formula in Vietnam and emphasizing packaging in Malaysia [25][26]. - Targeted marketing and product development in Indonesia and South Korea demonstrate the importance of understanding consumer demographics and preferences [28][30]. - In China and Taiwan, leveraging technology and clear messaging has proven effective in addressing specific consumer needs [30][34]. Conclusion - The dairy industry must focus on attracting new consumers through innovative products and effective communication strategies to achieve sustainable growth [33][36].

晨报 铁矿石 铁矿石：关税加剧悲观预期 短期矿价相对偏强 逻辑：昨日美国针对全球加征钢铁关税，加剧终端需求悲观预期，黑色系集体下挫。近期 黑色系整体交易需求悲观预期，碳元素叠加供给增加预期，铁元素相对强势且盘面贴水幅度高 于历史同期，碳元素不断让利于铁元素，高炉利润并未因价格下跌而出现利润大幅压缩，铁矿 石需求高位回落但预计将维持相对高位，对价格形成支撑。 证监许可【2011】1452 号 负责人：赵 毅 供应方面：本期外矿发运环比回升，其中巴西和非主流发运显著回升，但澳洲发往中国量 环比回落。6 月份是外矿发运旺季，主流矿山预计发运保持平稳回升态势，供给端支撑力度边 际减弱。 成 材：武秋婷 需求方面：国内需求高位回落但仍处于高位区，铁水连续三周回落，本期 241.91（环比 -1.69），短期需求端见顶，但当前钢厂盈利率水平较高，预期铁水将整体高位回落走势但下行 斜率偏低，高需求是支撑价格的核心因素。 原材料：程 鹏 整理 投资咨询业务资格： 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 从业资格号：F3078638 投资咨询号：Z0018248 电话：010 ...

Core Viewpoint - The banking industry is facing significant "involution" competition, particularly in deposit and loan businesses, prompting calls for innovation and differentiation to avoid price wars and enhance profitability [1][2][4]. Group 1: Involution in Banking - The primary source of profit for banks is the interest margin between deposits and loans, with current involution concentrated in these areas [2]. - The People's Bank of China has noted a rapid decline in loan rates while deposit rates remain stagnant, leading to a significant deviation from policy interest rates [2]. - Factors contributing to deposit involution include minimal product differentiation among banks and external pressures from low-interest environments [2][3]. Group 2: Urgency of Addressing Involution - The urgency to combat involution is underscored by the current net interest margin of 1.43%, the lowest in nearly 20 years, which compresses profitability and increases financial risks [4][5]. - Over-competition in the industry is leading to higher funding costs and potential regulatory challenges, affecting the effectiveness of monetary policy [5]. Group 3: Strategies for Overcoming Involution - Banks are encouraged to adhere to regulatory guidelines while innovating service models and expanding deposit and loan businesses [6][7]. - Some banks have publicly committed to avoiding price wars, emphasizing value-driven competition instead [6][7]. - Expanding incremental business through product innovation and digital transformation is seen as a crucial strategy to mitigate the effects of involution [8][9]. Group 4: Enhancing Non-Interest Income - A significant reason for the current involution is the reliance on a narrow revenue structure; thus, increasing non-interest income is vital for resilience [12]. - Wealth management and financial market activities are identified as key areas for growth, with many banks planning to enhance their non-interest income streams [12][14]. - The shift in consumer wealth towards financial assets presents an opportunity for banks to develop wealth management services, leveraging their existing customer base [12][13]. Group 5: Regulatory Support and Market Dynamics - Regulatory bodies are urged to encourage banks to innovate and differentiate their services, fostering a healthier competitive environment [11]. - The banking sector's transformation is viewed as a structural reform aimed at enhancing service supply and creating customer value, which is essential for navigating economic cycles [15].