通过天眼查大数据分析，北京天宜上佳高新材料股份有限公司共对外投资了20家企业，参与招投标项目 84次；知识产权方面有商标信息21条，专利信息258条；此外企业还拥有行政许可16个。 公告显示，报告期内,公司轨道交通业务收入规模较去年同期有所提升,此外,尽管公司光伏拉晶辅材业务 受光伏行业逆周期影响逐渐减弱,但行业传导至业务端尚需一定时间,报告期内该板块业务收入规模尚未 回暖至周期影响前规模。报告期内公司持续推行降本增效理念,财务费用也进一步降低。受上述因素影 响,公司2025年第一季度总体收入规模较去年同期有所下降,但净利润预计同比减亏。 资料显示，天宜上佳成立于2009年，位于北京市海淀区上庄镇西辛力屯村南铁道北500米，是一家以从 事轨道交通业务板块,光伏新能源业务板块,汽车业务板块,航空航天业务板块为主的企业。企业注册资本 5.62亿人民币，法人代表为吴佩芳。 天宜新材公告称，预计2025年1-3月扣除非经常性损益后的净利润亏损:9,565.97万元,同比上年增 长:29.79%,同比上年增长4,058.21万元。预计2025年1-3月营业收入:24,035.65万元,同比上年下降:30.82%, 同比 ...

作为卫浴行业的头部家居企业，帝欧家居（002798）迅速迎来控股权变更，上市公司一致行动人新增朱 江等股东，四方股东合计持股比例达到26.46%。值得注意的是，本次新增的实控人近期通过股票与可 转债，"双管齐下"举牌上市公司。 5月17日帝欧家居公告，水华智云及其一致行动人张芝焕通过集中竞价交易方式增持公司股份，以及增 持可转换公司债券，合计拥有公司权益达到公司权益比例的5%。随后5月23日公告显示，张芝焕再度增 持公司可转换公司债券，一致行动人通过持有公司股份和可转换公司债券合计拥有公司权益6.45%，变 动触及1%整数倍。 根据上市公司最新披露，本次一致行动关系变动前，刘进、陈伟、吴志雄为一致行动人，合计持有公司 权益比例为23.2%；本次协议签订后，朱江及其一致行动人(水华智云/张芝焕)与原一致行动人合计合计 持有公司权益比例为26.46%。 其中，朱江及其一致行动人水华智云/张芝焕合计持股3.26%；如果合并计算持有帝欧家居股份和可转债 可转股部分，朱江及其一致行动人水华智云/张芝焕合计持有权益比例为6.45%，与此前举牌拥有权益相 同。 一致人扩列 继6月3日晚间披露筹划控股权变更后，6月5日晚间公 ...

图片来源：蔚来 自2014年成立至今，蔚来公司正面临第二次重大挑战。2025年第一季度，蔚来公司的营收同比增长21.46%至120.35亿元， 但净利润亏损68.91亿元。 从"输血"转向"造血" 在沟通会上，李斌回顾了蔚来公司成立至今的10年，并将其划分为三个阶段。 第一阶段是2014年至2021年，蔚来公司完成第一代产品销售的生命周期，实现全面的技术和体系创新，品牌高端化完成突 破，基本达到创办时的目标。 在第一阶段，蔚来公司也经历了创立以来的"至暗时刻"。2019年，蔚来公司面临巨亏、裁员、融资不力等挑战，李斌被称 为该年度"最惨的人"。 在最近召开的一场媒体沟通会上，蔚来公司创始人、董事长兼CEO李斌多次提及："这次要靠自己走出谷底。" 外界认为蔚来公司似乎回到表现"最惨"的2019年，但李斌认为蔚来公司现在的抗风险能力肯定比2019年要强很多，并且将 在2025年迎来收获期。 "这是一个从'输血'到'造血'的变化。"李斌称，如果蔚来公司在2019年是靠外部力量走出来，那么2025年要靠内部管理走出 谷底。 6月3日美股盘前，蔚来公司发布2025年第一季度财报。6月3日至今，蔚来公司美股涨幅超6%。 ...

Core Viewpoint - The recent trend of branch closures in the insurance industry reflects a strategic shift towards digitalization and high-quality development, moving away from traditional marketing models reliant on physical locations [1][2][4]. Summary by Sections Industry Overview - Over 1,000 insurance branches have been closed nationwide in the first five months of 2025, marking a year-on-year increase of over 20% compared to the same period in 2024 [2][3]. - Life insurance companies account for approximately 80% of the branch closures, with 805 branches shut down, while property insurance companies closed 223 branches [2]. Strategic Adjustments - The closures are part of a broader trend of "thinning" in the insurance sector, driven by the need for cost optimization and improved operational efficiency [4]. - The shift towards digital channels has reduced the reliance on physical branches, as online purchasing rates for insurance have increased from 73% in 2023 to 78% in 2024 [4][5]. Historical Context - The trend of branch closures has been ongoing for several years, with significant increases noted: 971 branches closed in 2020, 2,197 in 2021, peaking at 2,966 in 2022, and then declining to 2,065 in 2023 [3]. Future Outlook - Despite the rise of online channels, physical branches still hold core value, particularly for high-value long-term insurance products that require trust-building through face-to-face interactions [5]. - The role of physical branches is expected to evolve into "experience centers" and "service centers," complementing online channels to create a comprehensive customer service network [5].

Core Viewpoint - Daqo Energy (688303) addresses industry concerns and outlines measures to cope with competitive pressures and price wars in the silicon material sector [1] Group 1: Company Response to Industry Developments - Daqo Energy acknowledges rumors of six leading silicon material companies collaborating to acquire additional production capacity, emphasizing the industry's commitment to healthy development [1] - The company is actively supporting various exploration plans proposed by regulatory bodies and industry associations, prioritizing shareholder interests [1] Group 2: Strategic Measures to Address Competition - The company plans to maintain financial stability, holding approximately 12.9 billion yuan in cash and a debt-to-asset ratio of 8.3% as of Q1 2025, enhancing its risk resilience [1] - Daqo Energy aims to deepen cost reduction and efficiency improvements through a collaborative approach of "technology + management + digitalization," establishing a digital system to foster an "innovation-driven cost reduction" cycle [1] - The company is committed to technological leadership, focusing on "technology-driven + digital empowerment + global layout," enhancing industry-academic-research cooperation to build long-term competitive advantages [1] Group 3: Production and Market Outlook - Daqo Energy forecasts a significant adjustment in the crystalline silicon industry, with production expected to be between 25,000 to 28,000 tons in Q2 and a total output of 110,000 to 140,000 tons by 2025 [1] - The company has a clear strategy for vertical integration and horizontal expansion, controlling upstream raw materials and expanding into semiconductor-grade polysilicon [1] - Daqo Energy is planning a 150,000 tons/year high-purity industrial silicon powder line in Inner Mongolia, with current maintenance of existing facilities [1] Group 4: Market Strategy and Future Plans - The company is in the verification phase for semiconductor-grade polysilicon products, with plans to be determined based on results [1] - While polysilicon futures serve as a supplement to spot sales, the company continues to prioritize spot sales, adjusting production models according to market conditions [1] - Daqo Energy is evaluating investment opportunities in the overseas silicon material market but currently has no specific plans for overseas capacity expansion [1]

Core Viewpoint - The electric vehicle (EV) industry is focusing on achieving profitability by the fourth quarter of this year, with several companies setting specific targets to turn losses into profits [1][2][3]. Group 1: Profitability Goals - Companies like Xiaomi, NIO, and Xpeng have all set targets to achieve profitability in their automotive divisions by the fourth quarter of this year [1][2]. - Ideal Auto, Leap Motor, and Seres have already achieved profitability due to lower battery procurement costs and simpler technology [2]. - NIO reported a revenue of 12.035 billion yuan in Q1, but a net loss of 6.891 billion yuan, with a goal to achieve profitability in Q4 [3]. Group 2: Conditions for Profitability - Key conditions for achieving profitability include significant sales volume increases, effective cost control, and optimization of supply chain management [4][6]. - Companies must balance R&D and marketing investments to avoid excessive spending that could impact profits [4][6]. - The industry is expected to consolidate, with companies that cannot achieve annual sales of 300,000 units facing challenges [6]. Group 3: Industry Dynamics - The current "price war" in the domestic passenger car market is driven by previous high investments and the need for scale effects [7]. - Regulatory bodies are calling for improvements in the competitive landscape to alleviate the "involution" in the market [7]. - The future automotive landscape is anticipated to be dominated by a few major players with strong financial backing and innovative capabilities [5][6].

用电分析（企业用电助手）服务包括负载分析、力调分析、分时用电分析和电量电费分析四大核心功 能，分别从调整变压器负载率、提升功率因数、优化峰谷用电占比及深入剖析量费构成的角度，可以精 确分析到每15分钟的负荷曲线变化和每天的峰平谷电量构成，助力企业更加便捷、精准开展能效优化， 从而实现科学用电、降本增效。 国网客服中心能效业务负责人程诗尧说，试点阶段重点面向山东、浙江两地企业，随着效果得到验证， 该项服务已经全面推开，接下来将通过"线上+线下"相结合的方式开展。其中，线上将精准推送服务信 息；线下采用电话沟通、现场走访等形式，开展"一对一"专业指导。 "企业节能不是简单的'拉闸限电'，而是通过精细化、专业化的能源管理，帮助企业合理利用能源，节 约用能成本。"国网电力科学研究院能效专家赵志超表示，绿色国网用电分析服务整合了企业的电费组 成、分时用电、用电负荷等专业信息，建立了更具时效性的电力大数据分析模型，有助于帮企业实现降 本增效。 新华社天津6月5日电 记者日前从总部位于天津的国家电网有限公司客户服务中心获悉，经过近半年的 研发及试点应用，由该中心打造的绿色国网用电分析（企业用电助手）服务，近日实现大范围推广 ...

Core Viewpoint - Daqo Energy is actively engaging in industry discussions and exploring solutions to challenges in the photovoltaic sector, emphasizing a commitment to shareholder interests and industry health [1] Financial Stability - The company maintains a robust financial position with a total cash reserve of approximately 12.9 billion and a low debt-to-asset ratio of 8.3% as of Q1 2025, enhancing its risk resilience [1] Cost Management - Daqo Energy is focused on deepening cost reduction and efficiency improvements through a multi-faceted approach, including technological advancements and digital management systems to strengthen cost advantages [2] Long-term Competitiveness - The company aims to build long-term competitive advantages by emphasizing technology leadership, digital empowerment, and global expansion, while also investing in research and development [2] Supply Chain Strategy - Daqo Energy is pursuing an integrated strategy that extends upstream to raw materials for polysilicon and horizontally into the semiconductor polysilicon sector, ensuring quality and cost control [3] Industrial Silicon Operations - The company has planned a production capacity of 150,000 tons per year for high-purity industrial silicon in Inner Mongolia, with current operations under maintenance due to market price fluctuations [3] Futures Business - Daqo Energy views polysilicon futures as a beneficial complement to its spot production and sales, primarily focusing on meeting customer demand through spot sales [4] Overseas Market Considerations - The company is closely monitoring the overseas silicon material market, evaluating potential investments based on various geopolitical and economic factors, but currently has no specific plans for overseas expansion [4]

你是否正在做企业获客类短视频，如果是的话， 你是不是也正被这些短视频难题困扰？ 辛辛苦苦拍的视频，发出去却石沉大海，根本没流量？好不容易有了一点流量，却发现根本转化不了客 户？更扎心的是，那些好不容易跑出转化的视频，却像个 "无底洞"，必须持续烧钱投放才能维持 。 在流量焦虑与转化困境并存的当下，传统营销模式正面临前所未有 的 挑战。短视频平台作为连接用户 与商业的超级接口，其生态的快速演变，使得企业在 通过短视频 获客之路上步履维艰。 当市场对内容真实性、互动性、价值感的追求达到前所未有的高度，企业如何才能在海量的短视频内容 中脱颖而出，实现精准获客与高效转化，甚至构建 免费精准 的 "私域鱼塘"？ 这不仅是技术层面的挑战，更是对 企业 营销思维与策略的考验。 本文 将深入探讨这一核心命题，结合 耿伟老师在混沌的课程《企业获客类短视频实操指南》的内容 ， 揭示企业在短视频领域实现降本增效、精准获客的实操指南。 混沌君整理了精华内容，一次性打包呈现 给你。 本笔记来源于蛋解创业创始人、蛋解创业 MCN机构负责人、抖音巨量学认证讲师蛋蛋（耿伟）老师。 耿伟 老师不仅是拥有 500万+粉丝的"蛋解创业"短视频账号 ...

基金代码基金简称近一年收益成立时间基金经理019624泉果嘉源三年持有期混合A9.742023年12月5日钱 思佳 019625泉果嘉源三年持有期混合C9.302023年12月5日钱思佳 018329泉果思源三年持有期混合 A7.832023年6月2日刚登峰 018330泉果思源三年持有期混合C7.402023年6月2日刚登峰 016709泉果旭源 三年持有期混合A6.902022年10月18日赵诣 016710泉果旭源三年持有期混合C6.492022年10月18日赵诣 附调研内容：1、2025年一季度公司利润上涨的原因？ 2025年一季度公司归母净利润为4.56亿元，同比 上涨16.61%。主要原因是公司通过持续的财务成本压降等降本增效手段，实现利润增长，其中，财务 费用同比下降26.79%。 2、公司的市值管理是否与考核挂钩吗？ 目前没有明确与考核挂钩，但公司近 年积极开展经营管理及市值管理工作，股价表现较优。 3、公司片区化管理的具体模式？ 公司加大改革 力度，目前已完成高速公路企业7合3的片区化整合、部分市场化企业7合1的专业化重组。 4、公司终止 收购湖北荆宜高速的原因？是否会重启？ 公司之前计划购 ...