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联合国机构:今年前5个月苏丹西部超4万儿童因营养不良接受治疗
news flash· 2025-07-11 18:44
当地时间7月11日,联合国儿童基金会发表报告称,今年1月至5月期间,苏丹西部北达尔富尔州有超过4 万名儿童因严重急性营养不良进入医院接受治疗,是去年同期的两倍。报告中表示,受苏丹武装冲突影 响,苏丹面临严重的粮食危机,儿童营养不良率急剧上升,再加上霍乱、登革热等传染性疾病的大规模 传播,数百万儿童面临死亡风险。联合国儿童基金会呼吁苏丹冲突各方停止敌对行动,为人道主义援助 行动提供便利。(央视新闻) ...
汽车人的35岁危机?
电动车公社· 2025-07-11 16:41
大家好,我是电动车公社的社长。 就在前几天,公社小伙伴聊着聊着,突然发现一个有些"恐怖"的事情: 即便是我们这样全员 90 后、 00 后的年轻团队,也有不少小伙伴 已经跨越了 30 岁的门槛 。 相信大家或多或少地也都听说过,过了 30 岁很快就要面临 35 岁危机。 再叠加即将到来的中年危机和瞬息万变的时代,说没有焦虑感和危机感是假的。 (好在现在我们还跟得上行业发展,还能给大家带来一些不一样的汽车内容 ) 就在前两天,年满 35 岁的长城汽车也发布了一部态度短片《年方 35 》,直接面向全球 35 岁以上的汽车人才,开启专场招聘。 董事长魏建军也直言, " 35 岁是人生履历的新开始"。 那么, 35 岁的年龄,在汽车行业里真的是个坎吗?长城又为什么要这么做? 关注 「电动车公社」 和我们一起重新思考汽车 今天,我们就来简单聊一聊。 01. 职场35岁,为啥是个坎? 如果在生命结束之前,能够选择从一个年纪开始再活一次,我相信很多人会选择 18 岁。 哪怕有着不谙世事的懵懂,但在那个青春的年纪,每一个选择都是人生新的起点,都有着无限的可能性。 但我也相信, 几乎没有人想从 35 岁重启人生。 到了这个年纪 ...
日债爆雷波及全球长债市场,美国30年期国债收益率一度逼近5%!
Sou Hu Cai Jing· 2025-07-11 14:24
Group 1 - The core issue of the "long bond crisis" is not just supply and demand but also the impact of currency basis swaps leading to a global bond market crash [2][5] - The Japanese long-term bonds and U.S. long-term bonds have shown unprecedented coupling, where a crisis in one country's bonds can trigger a crisis in others, indicating a high level of interconnectedness in the bond markets [12][9] - The global public debt is projected to reach a historical high of $102 trillion in 2024, up from $97 trillion in 2023, exacerbating the situation as developed countries reduce their purchases of long-term bonds due to aging populations [1] Group 2 - The recent sell-off in Japanese long-term bonds has led to a significant increase in yields, with the 30-year Japanese government bond yield rising from 2.85% to 3.10%, a 25 basis point increase [1] - The sell-off in Japanese bonds has caused a ripple effect, leading to increased yields in German and U.S. bonds, with the German 30-year bond yield rising from 3.1% to 3.21% and U.S. 30-year bonds exceeding 4.9% [1] - Historical patterns indicate that this is not the first occurrence of a "long bond crisis," as similar events were observed in April and May, highlighting the increasing sensitivity and deteriorating liquidity in long-term bond markets [8][6]
深渊掘金者:伯里的逆向价值投资启示录
Sou Hu Cai Jing· 2025-07-11 14:11
当华尔街在2007年仍沉浸于房地产泡沫的狂欢时,迈克尔·伯里的独眼凝视着一份份次级房贷合同。这个患有阿斯 伯格综合征的基金经理,用铅笔在报表边缘写下:"2008年,这些纸片将变成废纸。"随后,他斥资13亿美金购买 次级房贷的信用违约掉期,最终斩获7.5亿个人收益,让"深度价值投资"从华尔街词典的冷僻词条,变成全球投资 者的必修课。伯里的投资哲学不仅是一套方法论,更是对市场本质、人性规律与时间价值的深度解构,为创业投 资者提供了穿越周期的思想工具。 强调:"风险不是避免出来的,而是计算出来的。当市场恐慌指数VIX突破40时,83%的下跌都是情绪溢价,而非 价值回归。" 三、反共识能力:打破认知茧房的投资修行 伯里的成功,本质是对群体认知偏差的系统性利用。行为金融学中的"羊群效应"理论在此显现:2006年,华尔街 92%的分析师看涨房地产市场,这种一致性预期导致风险被严重低估。而伯里通过阅读被投行刻意忽略的贷款文 件,独自构建了完全不同的认知坐标系——他发现" ninja loan(无收入、无工作、无资产)"在次级贷款中的占比 已从2003年的6%飙升至2006年的32%,这组数据在当时的研报中从未出现。 这种反 ...
美媒爆料:过去六个月内,美政府效率部已有至少八名核心成员离职
Huan Qiu Wang· 2025-07-11 13:59
【环球网报道 记者 赵建东】美国"政治新闻网"11日报道称,根据联邦政府内部记录和匿名消息人士透 露,美政府效率部(DOGE)出现核心人员集体离职潮,过去六个月内已有至少八名核心成员离职,文 章称,这标志着DOGE已从特朗普政府的核心退出。 报道称,白宫发言人哈里森·菲尔兹在一份声明中宣称"政府效率部正全速推进工作,已为美国人节省超 过1700亿美元。"还有白宫高级官员解释称,许多DOGE离职者属于"特聘政府雇员",其本身任命设有 期限,"DOGE高层官员从未计划在政府中谋求长期职业发展。" "政治新闻网"称,DOGE现今的工作比早期高调裁员行动更具针对性,其近期工作包括删除闲置政府网 站及电话线路、注销废弃软件许可证,协助美国国家气象局升级系统等。 今年5月30日,马斯克从政府效率部离任时,特朗普在白宫举办仪式友好相送。6月3日,马斯克突然公 开痛批"大而美"法案"令人作呕",并在6月5日与特朗普爆发"口水战"。特朗普称马斯克"疯了",马斯克 称特朗普"忘恩负义"。 虽然两人的关系随后一度出现缓和迹象,但随着"大而美"法案正式成法,马斯克在7月5日宣布成立新政 党"美国党",宣称该党将参加明年中期选举,争夺 ...
想要个“干净”的手机号码,怎么就那么难?
Hu Xiu· 2025-07-11 11:04
本文来自微信公众号:IT时报 (ID:vittimes),作者:郝俊慧,编辑:王昕,原文标题:《二次号码 焕新,换一个"干净"的手机号码》,题图来自:AI生成 最近,上观新闻一篇关于"二次号码焕新"的报道,引发了消费者共鸣。顾先生为孩子新办了一个手机 号,本想换绑至微信账号上,结果提示该号已被注册,无法换绑。 按照客服指引,顾先生尝试在运营商App里申请"一键焕新",却又被告知"并非该运营商用户,无法操 作",一头雾水的顾先生,最终只得无奈销号,重办新卡。 越来越多的用户有过类似的遭遇:新办的手机号却无法注册微信、云闪付等常用App,一查才发现,这 张卡是"二次放号"的回流号码,早已在别人名下活跃多年。 据工信部披露,截至2025年5月末,全国移动电话用户总数已达18.07亿。如此庞大的用户体量,不仅加 剧了码号资源的紧张,也推动运营商不得不加速清退、回收、重放闲置号码。 根据《中华人民共和国电信条例》,国家对电信资源统一规划、集中管理、合理分配,施行有偿使用制 度。电信网码号,正是用于实现电信功能且有限的资源。《电信服务规范》则规定,移动电话号码冻结 时限(该号码注销后至重新启用所需的时间)最短为90日。 ...
万林物流年报问询函回复暴露财务隐忧:扭亏靠减值转回 流动性危机高悬
Xin Lang Zheng Quan· 2025-07-11 10:29
Financial Performance - The company reported a net profit of 13.65 million yuan for 2024, achieving a turnaround from losses, but the adjusted net profit was only 2.29 million yuan, indicating reliance on non-recurring gains of 11.37 million yuan, which accounted for 81.5% of the net profit [1] - Total revenue declined by 24.15% year-on-year to 295 million yuan, with handling business revenue decreasing by 9.50% and gross margin dropping by 2.08 percentage points [1] Liquidity and Debt Concerns - As of the end of 2024, the company had cash and cash equivalents of only 18.70 million yuan, while short-term borrowings and other payables exceeded 200 million yuan, resulting in a current ratio of 0.47 and a quick ratio of 0.47, indicating severe liquidity issues [1] Accounts Receivable Risks - Accounts receivable surged by 103.83% year-on-year to 30.49 million yuan, with 58.59% of other receivables aged over three years, raising concerns about the collectability of 39.88 million yuan owed by China State Construction [2] - The company attempted to mitigate bad debt provisions but faced scrutiny over the reasonableness of this approach, as the repayment cycle for China State Construction was extended [2] Asset Quality and Operational Challenges - The company’s asset quality and ongoing viability were questioned by regulators, with fixed assets making up 56.68% of total assets, amounting to 785 million yuan, and significant impairment losses recorded due to declining rental rates [3] - An attempt to sell assets in Lianyungang for 70 million yuan failed due to buyer default, highlighting difficulties in asset liquidation [3] Shareholder and Business Risks - The first major shareholder had pledged 64.3% of their shares, while the third major shareholder had pledged 100%, with a total of 12.12% of shares frozen, creating a negative feedback loop with business contraction [3] - The company’s trade agency business was scaled back due to increased financial risks, with basic logistics revenue plummeting to 27.73 million yuan, a significant year-on-year decrease [3]
军品“续命”难掩主业失血 华强科技年报回复暴露生存危机
Xin Lang Zheng Quan· 2025-07-11 10:26
华强科技(688151.SH)7月11日回复上交所年报问询函的公告,揭开了其表面"盈利"的残酷真相。2024 年公司归母净利润同比激增184.26%至2252.79万元,但扣非净利润实际亏损6495.81万元,连续四年深 陷亏损泥潭。利润"翻身"完全依赖非经常性收益粉饰:投资收益贡献5185.84万元(占净利润230%), 信用减值损失少计提1200万元,而主业经营利润亏损扩大至7835.91万元。更严峻的是,经营活动现金 流净额-1.38亿元,同比失血加速105.98%,暴露盈利质量持续劣化。 核心业务的结构性危机已无从遮掩: 募投项目停滞? 募投项目几近停滞:三大IPO募投项目投入进度最高仅32.77%,最低仅0.48%,预计2028年末才能投 产,资金使用效率遭监管重点质疑。研发投入占比虽达9.26%,但十年仅孵化出239一款爆品,产品迭 代断层严重。 政策制裁与流动性危机:因投标文件违规,公司被禁止参加全军物资工程服务采购活动三年,虽声 称"不影响其他军品销售",但期后新签军品订单仅7项、金额2162万元,需求萎缩风险高悬。叠加一季 度末货币资金较上年末锐减23.12%,现金流衰竭或触发生存危机。 责 ...
意大利财政部长:如果发生加密货币危机,必须考虑传染风险。
news flash· 2025-07-11 09:36
意大利财政部长:如果发生加密货币危机,必须考虑传染风险。 ...
丰谷酒业换帅关键期突曝欠税大单,3500余万增值税待解
Qi Lu Wan Bao· 2025-07-11 06:20
Core Points - The announcement of tax arrears has put Fenggu Liquor Industry in the spotlight during a sensitive management transition period [1][3] - The company owes a total of 35,597,129.81 yuan in value-added tax, with the current outstanding balance reported as zero [1] - The management change includes the appointment of Chen Chao as the new Party Committee member and Chairman, replacing Li Hansong [3] Company Situation - Fenggu Liquor, known as one of the "Ten Flowers of Sichuan Wine," has a rich history and market recognition, but has faced significant challenges including shareholder changes and bankruptcy restructuring completed at the end of 2022 [3] - The recent tax issue adds pressure on the company’s efforts to stabilize operations and regain market trust during this leadership transition [4] - The new management's primary challenge will be to quickly raise funds to address historical tax debts and restore the company's reputation [4]