智通财经5月28日电，欧盟委员会27日宣布启动一项面向黑海地区的新战略，旨在加强该地区的安全与 稳定，深化区域互联互通，并推动可持续增长与合作。新战略覆盖乌克兰、摩尔多瓦共和国、格鲁吉 亚、土耳其、亚美尼亚和阿塞拜疆六国。 欧盟推出黑海地区新战略 加强地区安全稳定 ...

我们的平台上聚集了大量优质的中小商家，他们不仅是美团外卖供应的基石，也是中国服务业的重要支 柱。通过持续的支持、产品和服务整合，我们帮助中小商家获客并提升收入，同时助力品牌餐厅进行供 应模式创新，包括品牌卫星店和社区餐饮门店等。像"拼好饭"和"神抢手"这样的创新模式，不仅满足了 消费者对高性价比餐品的需求，也帮助商家提升了订单量和收入。这些努力共同丰富和提升了我们的供 应质量，再加上我们行业领先的配送网络和持续的运营优化，我们有能力为消费者提供更可预期的服务 和更丰富的消费体验。 我们相信，随着行业非理性补贴的退潮，消费者将选择商品最丰富、体验最佳、服务最可靠的平台，因 此，我们已做好充分准备应对竞争。短期内，我们将进行必要的投资以巩固消费者心智份额，来维持我 们在行业的长期领导地位，同时，我们将优先考虑整个行业和生态系统的健康可持续发展。 月26日晚间消息，美团（HKEX：3690）今日发布了截至3月31日的2025年第一季度财报：营收为866亿 元，同比增长18.1%。净利润为101亿元，而2024年同期为54亿元；调整后的净利润为109亿元，而2024 年同期为75亿元。 详见：美团第一季度营收866亿 ...

具有竞争优势的中国企业，除了原有的短期优势"速度"和"灵活性"外，还致力于吸收日本企业中长期优 势的"技术开发"和"知识积累"等能力，以推动经营变革。正是因为能够兼容短期和中长期这两种不同的 时间跨度，比亚迪、小米等中国企业实现了飞跃发展。 近段时间，日本车企与中国IT巨头合作，生产中国专用的电动汽车，是因为日本企业认为，在中国积累 的知识经验可在全球范围内发挥作用。在全球范围内应用这些经过打磨的管理系统，将为日本企业开辟 新的发展道路。（作者冈野寿彦是日本大阪经济法科大学经营学教授，李晓译） 像比亚迪、小米等公司的共同之处在于，它们利用软件的特性创造"连接"和"快速进化"，同时与客户、 合作伙伴形成共赢的生态系统，进一步发挥规模经济的作用。这种竞争模式正是中国企业在全球市场的 优势所在。那么，中国企业是如何实现这种竞争模式的呢？关键在于"不同时间跨度的兼容性"。 软件可以呈指数级发展和扩张，这一点从生成式人工智能的爆炸式发展就可以看出。相比之下，硬件的 扩展速度有限。日本许多制造企业将其竞争优势建立在基于硬件的管理系统上，因此，它们很难在现有 的管理系统基础上，实现响应数字化所需的速度和灵活性。人们常说，日 ...

在全球经济格局重塑过程中，那些秉持合作精神、富有战略远见的国家，将成为定义未来经济走向的关 键力量 经济韧性不可能来自保护主义，而是来自合作、远见和长期结构性改革。非洲大陆自由贸易区建设就是 朝着正确方向前进的努力。此外，通过金砖合作机制等，非洲国家正在深化同中国、巴西、印度、俄罗 斯等国在技术、教育和基础设施方面的合作关系。这些合作提供了更大的政策空间，有利于对冲美国造 成的经济威胁。 展望未来，非洲一定会实现经济复苏。长期稳定的发展不会通过经济分裂来实现，而是通过增强集体韧 性、共享创新和推动可持续增长来实现。在全球经济格局重塑过程中，那些秉持合作精神、富有战略远 见的国家，将成为定义未来经济走向的关键力量。 （作者为南非国家行政学院院长） （文章来源：人民日报） 当今时代，各国经济紧密相连。中国不仅在制造业、基础设施建设和长期融资方面拥有强大实力，而且 始终支持自由贸易，致力于推动全球经济复苏，成为全球重要的稳定力量。中国提出的共建"一带一 路"倡议不仅带来公路、港口、铁路等合作项目，还促进了产能合作，带来工业区、机器设备和可持续 的资金支持。中国资助建设的基础设施将生产中心与出口路线连接起来。 当前， ...

每经记者｜张梓桐 每经实习编辑｜余婷婷 ｜2025年5月16日 星期五｜ NO.1 网易一季度游戏及相关增值服务净收入240亿元 5月15日，网易发布2025年第一季度财报。财报显示，网易第一季度净收入288亿元，研发投入44亿元， 研发投入强度15%。一季度，游戏及相关增值服务净收入为240亿元。《第五人格》《率土之滨》等长 线精品再次刷新纪录，同时得益于《燕云十六声》《漫威争锋》等新品游戏上线后的强劲表现，网易多 元产品矩阵再次壮大，并进一步提升全球影响力。 点评：《燕云十六声》《漫威争锋》等新品上线后表现亮眼，进一步壮大了网易的游戏产品矩阵。尤其 是《燕云十六声》自去年12月上线后，用户量级已突破千万，验证了游戏的长线运营能力。这些新品的 成功有助于提升市场对网易未来游戏储备的预期。 NO.2 索尼PS Plus新一轮游戏更新公布 5月15日消息，索尼互动娱乐正式宣布了PlayStation Plus（PS Plus）会员服务的下一轮游戏更新计划。 此次新增游戏将于5月20日正式面向Premium和Extra订阅用户开放，涵盖《战地5》等多款热门作品及经 典游戏，进一步丰富了PS Plus会员的游戏库。 ...

"爆棚"的秘诀是什么？ 新兴市场仍是广交会最大客源地。其中，共建"一带一路"国家采购商187,450人，增长17.4%，占比达64.9%。金砖国家采购商 72,417人，增长24.1%。RCEP成员国采购商64,808人，增长6.9%。欧美采购商51,862人，增长3.4%；140家工商机构组团参会， 增长17.6%。头部跨国采购企业达376家，创历史新高。 "爆棚"的秘诀是什么？ 为此，本届广交会在过往专场发布、连线推新、企业展新、官网上新等新品发布活动的基础上，首次设立新品直播站，并与36氪 合作打造线上圆桌对话直播专场，在广交会第一期、第二期播出，与广交会品牌企业、国家级专精特新"小巨人"、国家技术创新 示范企业、国家企业技术中心企业、省级制造业单项冠军、工信部绿色制造名单企业、上市公司等标杆企业的决策者与产品操盘 手对话。 与传统产品推介截然不同的是，本届广交会与36氪联合的直播以"创新方法论"为主线，着重探讨产品力重构这一关键议题：如何 巧妙运用技术迭代与精准用户洞察，打造别具一格的差异化竞争力？通过经典案例拆解，深度揭示行业共性痛点，并提出切实可 行的解决方案，全力挖掘具有广泛适用性的创新框架，以 ...

今年一季度，河南省GDP同比增长5.9%，较去年同期、去年全年分别加快1.2个、0.8个百分点，工业、 投资、消费等指标增速均快于去年同期、高于全国，顺利实现了"开门红"，扛起了经济大省挑大梁重 任。 值得一提的是，作为经济大省、人口大省，内需是河南的巨大优势，也是更好发挥挑大梁作用的底气所 在。据了解，河南正在制定提振消费专项行动实施方案。那该方案将重点从哪些方面发力？ "我们谋划推出了文旅消费繁荣行动，持续放大'老家河南''行走河南、读懂中国'品牌效应，加力把文旅 热转变为消费热，同时部署实施农村消费促进行动，加快破解消费'最后一公里'难题，全面激活农村消 费市场。"河南省发展改革委党组成员、副主任李新国表示，提振消费既要考虑短期需要，也要考虑长 期趋势，持续打好政策组合拳，有效解决消费可持续增长问题。 不仅如此，该实施方案还将加力扩围消费品以旧换新，推动汽车、家电、家居等产品消费扩量提质，大 力发展托育、养老、家政等服务消费，积极培育数字消费、低空消费等新增长点；坚持以优质供给引领 和创造更多消费新需求，深入实施服务业新供给培育工程，聚焦新零售、新餐饮、新文娱、新社会服务 四大领域，着力打造内容丰富、品 ...

Financial Data and Key Metrics Changes - The company reported sales of $5.2 billion with 2% organic sales growth, including about 2 points from price increases [15][16] - Adjusted EPS was $0.65, up 27% year over year, driven by strong productivity performance [17][18] - Free cash flow for the quarter was $420 million, stronger than expected, driven by higher net income and lower capital expenditures [18][19] Business Line Data and Key Metrics Changes - Climate Solutions Americas (CSA) segment had organic sales growth of 9%, with residential and commercial sales up around 20% each [19][20] - Climate Solutions Europe (CSE) saw organic sales down 7%, with mid-single-digit growth in commercial offset by a decline in residential light commercial [21] - Climate Solutions Asia, Middle East, and Africa (CS AME) experienced a 6% decline in organic sales, primarily due to weakness in residential China [23] - Transportation segment's organic sales were up 2%, driven by a 20% increase in container sales [24] Market Data and Key Metrics Changes - Total company backlog was up about 10% year over year and 15% sequentially [4] - Organic orders momentum continued, with high single-digit growth across most segments except CS AME, where orders were down [24] Company Strategy and Development Direction - The company is focused on driving sustained growth through differentiated products, aftermarket services, and systems [5][6] - A new partnership with Google was announced to enhance grid resilience and support smarter energy management [8] - The company is committed to mitigating tariff exposure through supply chain and productivity actions, with a balance of $300 million via price increases [12][13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving mid-single-digit organic sales growth for the full year, with adjusted EPS guidance increased to $3 to $3.1 [13][28] - The macroeconomic environment remains uncertain, but the company is focused on customer needs and investing in differentiation [13][28] Other Important Information - The company is on track to achieve over $200 million in cost synergies by the end of next year [10] - The new German coalition government supports heat pump subsidies and infrastructure investments, which is expected to boost demand [11] Q&A Session Summary Question: Confirmation of Q2 guidance and EPS expectations - Management confirmed expectations of mid-single-digit organic growth and sales of about $6 billion for Q2, with adjusted EPS growth close to 20% [30][31] Question: Insights on the Americas segment performance - The residential side is expected to see high single-digit to low double-digit growth, while light commercial is projected to decline by about 10% for the full year [38][40] Question: Clarification on tariffs and pricing impact - The company has effectively mitigated most tariff impacts, with $300 million remaining to be offset through pricing [35][114] Question: Update on Viasman and margin expectations - Management expects Viasman to remain flat for the year, with margin improvement anticipated in the low teens [55][59] Question: Dynamics of free cash flow in the quarter - Free cash flow was stronger than typical for Q1, driven by lower working capital use [104][105] Question: Service business growth and initiatives - The service business is expected to continue double-digit growth, with initiatives to harmonize operations globally [106][110]

Financial Data and Key Metrics Changes - The company reported sales of $5.2 billion with 2% organic sales growth, including about 2 points from price increases [16][17] - Adjusted EPS was $0.65, up 27% year over year, driven by strong productivity performance [18] - Free cash flow for the quarter was $420 million, stronger than expected due to higher net income and lower capital expenditures [18][19] Business Line Data and Key Metrics Changes - The Climate Solutions Americas (CSA) segment had organic sales growth of 9%, with residential and commercial sales up around 20% each [19][20] - The Climate Solutions Europe (CSE) segment saw organic sales down 7%, with mid single-digit growth in commercial offset by a 10% decline in residential light commercial [21] - The Climate Solutions Asia, Middle East, and Africa (CS AME) segment experienced a 6% decline in organic sales, primarily due to weakness in residential China [23] - The Commercial Systems Transportation (CST) segment had organic sales up 2%, driven by a 20% increase in container sales [24] Market Data and Key Metrics Changes - Total company backlog was up about 10% year over year and 15% sequentially [6] - Organic orders momentum continued with high single-digit growth across most segments, except for CS AME [25] - In the Americas, organic sales growth is expected to pick up in the second quarter, with mid-teens growth anticipated [33] Company Strategy and Development Direction - The company is focused on driving sustained growth through differentiated products, aftermarket services, and systems integration [7][8] - A new partnership with Google aims to enhance grid resilience and support smarter energy management [10] - The company is committed to mitigating tariff exposure through supply chain and productivity actions, with a focus on maintaining competitive pricing [13][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving mid-single-digit organic sales growth for the full year, with strong margin expansion and close to 20% adjusted EPS growth anticipated [28] - The macroeconomic environment remains uncertain, but the company is focused on customer needs and investing in differentiation [15][14] - Management noted that the new German coalition government supports climate goals, which is expected to drive demand for heat pumps [12] Other Important Information - The company repurchased $1.3 billion worth of shares in the quarter and plans to target $3 billion in share repurchases for 2025 [19] - Adjusted operating profit increased by 10% compared to last year, driven by strong productivity and pricing [17] Q&A Session Summary Question: Confirmation of Q2 guidance and EPS - Management confirmed expectations of mid-single-digit organic growth and approximately $6 billion in sales for Q2, with adjusted EPS growth close to 20% [30][31] Question: Insights on the Americas segment performance - Management indicated that residential sales in the Americas are expected to be strong, with a potential increase in guidance for the full year [40][41] Question: Clarification on tariffs and pricing impact - Management stated that they have effectively mitigated most tariff impacts, with $300 million remaining to be offset through pricing [35][119] Question: Update on Viasman and margin expectations - Management expects Viasman to remain flat for the year, with margin improvements anticipated as the business integrates [58][63] Question: Discussion on commercial HVAC business growth - Management highlighted strong growth in the commercial HVAC sector, particularly in data centers, and noted that capacity increases have allowed for more aggressive sales efforts [66][123] Question: Inquiry about inventory levels and pre-buy effects - Management acknowledged elevated inventory levels but indicated that movement has been strong, with careful monitoring of distributor inventory [99][127]

4月29日，彭博社报道称，法国体育用品零售商迪卡侬正在考虑出售中国业务30%的股权，已经吸引了潜在投资者。报道称，目前的关键问题集中在股权规 模上，因为参与方可能不满足于仅获得少数股权。 路透社补充报道称，这次交易将以至少10亿美元的业务估值展开。迪卡侬并未回应出售股权的相关事宜，但称，公司始终致力于在中国市场长期发展。 2023年，时任迪卡侬CEO的Barbara Martin Coppola在采访中透露，中国市场是迪卡侬营收排名前五，迪卡侬中国也是除法国外第一个拥有完整产业链的海外 市场。 今年3月，迪卡侬任命Javier Lopez接替Coppola的CEO职位。打造多领域的专业运动品牌、上探高端是Coppola在任期中的核心主张，在她任期内，迪卡侬焕 新了企业形象、重组了旗下品牌，并重新定义了实体店和电商的客户体验，将打造迪卡侬的数字化体验列作工作重点。 据迪卡侬财报，2024年集团营收达到162亿欧元，按固定汇率计算同比增加5.2%；净利润7.87亿欧元，同比下滑了15.47%。但在Coppola的主导下，迪卡侬的 数字化销售额(涵盖自有电商、第三方平台及门店的线上订单三大板块)占比提升到了20%。 ...