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三大黄酒股集体拉升,会稽山涨停,近6日大涨超40%
Zheng Quan Shi Bao Wang· 2025-05-26 03:00
三大黄酒股26日盘中集体拉升,截至发稿,会稽山涨停,近6日大涨超40%;古越龙山、金枫酒业涨约 5%。 可以预见,黄酒的消费群体将进一步扩大,消费场景也将更加丰富多元,从传统的宴席、礼品,拓展到 日常饮用、休闲聚会、商务宴请等多个领域。可以预见,黄酒将成为更多消费者日常生活中的重要组成 部分,市场份额将持续提升。 从长期角度看,黄酒行业呈现出蓬勃发展的态势,传统与创新交织,文化与科技并进,市场潜力不断释 放。黄酒,这颗承载着中华千年文明的璀璨明珠,正迎来前所未有的发展机遇。 华泰证券近日指出,未来黄酒行业的量价逻辑有望迎来重构。头部黄酒企业具备较大的市场扩张和盈利 提升空间,具备较高的投资价值。从量的弹性看,消费场景稳步升级,先由江浙沪渗透率提升,后到全 国市场的稳步拓展。从价的爆发看,竞争格局优化背景下,龙头合力加强品牌培育,稳步推进行业高端 化。整体来看,短期弹性来自传统市场消费密度提升,即场景扩张下对存量需求的二次挖掘,带来行业 均价稳步提升;长期增量则需观察品牌、品类培育如何突破"江浙沪文化圈层",形成全国化消费共识, 从而实现价格进一步向上跃迁。 (文章来源:证券时报网) 消息面上,中国酒业协会25 ...
陕西府谷:让“快递小哥”成为基层治理“合伙人”
Huan Qiu Wang· 2025-05-26 02:34
Core Viewpoint - The integration of logistics companies in Fugu County, Shaanxi, through a party organization platform has transformed the local express delivery industry into a collaborative model, enhancing efficiency and reducing costs while contributing to grassroots governance [3][12]. Group 1: Industry Transformation - The establishment of a logistics distribution center in Fugu County has allowed 12 logistics companies to share resources, leading to a reduction in annual site costs by over 40,000 yuan and transportation costs by 100,000 yuan per company [4]. - The distribution center features two intelligent sorting lines capable of processing 100,000 packages daily, addressing rural delivery challenges and achieving "one-time delivery, all-region access" [4][10]. Group 2: Governance and Community Engagement - The "governance partner" model enables express delivery personnel to report local issues such as damaged manhole covers and blocked fire lanes, integrating them into community governance [10][11]. - During the 2024 college entrance examination period, delivery personnel formed a volunteer team to provide free transportation for over 300 students, showcasing their role in community service [11]. Group 3: Employee Development and Welfare - The establishment of "Little Brother's Home 365" provides training, free charging stations, and affordable meals for delivery personnel, fostering a supportive work environment [7][12]. - The company has implemented a "dual cultivation" mechanism, promoting business staff to become party members and vice versa, enhancing operational efficiency and employee engagement [5][8]. Group 4: Economic Impact and Rural Development - The logistics center has facilitated the sale of local agricultural products, achieving over 6 million yuan in sales and benefiting more than 300 farming households [11][12]. - The logistics vehicles not only transport packages but also assist in delivering agricultural products, creating a win-win situation for both the logistics industry and local farmers [11].
2026年美国奥兰多国际筑建材展览会 IBS
Sou Hu Cai Jing· 2025-05-25 12:06
Exhibition Overview - The International Builders' Show (IBS) is one of the most influential events in the construction industry, organized by the National Association of Home Builders, which has 200,000 member units [1] - The 2025 IBS in Las Vegas attracted over 1,300 exhibitors from 29 countries, covering a net area of more than 45,000 square meters and welcoming over 60,000 attendees from various sectors [1] - The 2026 IBS will be held in Orlando, Florida, aiming to better serve exhibitors and attendees while showcasing the latest technologies and materials in the building materials industry [2] Market Analysis - According to the U.S. Department of Commerce, the U.S. goods trade deficit increased by 1.0% in the first nine months of 2015, with total imports at $1,684.3 billion and exports at $1,133.3 billion [3] - The U.S. construction materials industry is experiencing a strong recovery, driven by the rebound in the real estate market, with particular attention on home decoration materials and cement [3] - The ongoing recovery in the U.S. real estate market is expected to continue, supported by favorable factors such as a recovering job market, which will stimulate sales of building materials [3] Exhibition Scope - The exhibition will cover a wide range of categories including construction machinery, building materials, sanitary ware, and home automation products [4][5] - Specific categories include construction machinery, doors, windows, glass, cement, insulation materials, and various home appliances [4][5]
2025-2031全球及中国折叠膜过滤器行业运营规划及投资风险展望报告报告
Sou Hu Cai Jing· 2025-05-25 11:01
Group 1 - The report provides an overview of the global and Chinese folded membrane filter market, including growth trends and market segmentation by product type and application [3][4] - The folded membrane filter market is categorized into several product types, including polypropylene filters, ethylene-vinyl acetate copolymer filters, polytetrafluoroethylene filters, nylon filters, and others [3][4] - The report forecasts the market size and growth trends for different applications, such as food and beverage, pharmaceuticals, water and wastewater treatment, and chemical industries from 2020 to 2031 [3][4] Group 2 - The current state of the folded membrane filter industry is analyzed, highlighting key development characteristics and influencing factors [4][5] - The report discusses the supply and demand dynamics of the global folded membrane filter market, including production capacity, output, and utilization rates from 2020 to 2031 [4][5] - It also examines the market share and revenue trends for major regions, including North America, Europe, Asia-Pacific, Latin America, and the Middle East and Africa [5][6] Group 3 - The competitive landscape of the folded membrane filter industry is detailed, including market share analysis of leading manufacturers and their production capacities [6][7] - The report identifies major players in the market, such as Atlas Copco, Veolia, Parker, 3M, and Pall, along with their sales volumes, revenues, and market positions [7][8] - It provides insights into the pricing trends and revenue rankings of these manufacturers from 2020 to 2025 [8][9] Group 4 - The report includes a detailed analysis of different product types and applications of folded membrane filters, with sales and revenue forecasts for 2020-2031 [6][10] - It highlights the market dynamics in China, including production, sales, import and export trends, and regional distribution [10][11] - The report concludes with research findings and future trends in the folded membrane filter industry [12][13]
2025-2031全球及中国玻璃钢扶手和护栏行业发展状况及发展动向分析报告
Sou Hu Cai Jing· 2025-05-25 06:44
Market Overview - The report provides a comprehensive analysis of the fiberglass handrails and guardrails market, including its growth trends and future projections from 2020 to 2031 [1][2]. - The market is segmented by product types, including fixed guardrails, modular guardrails, non-conductive guardrails, and corrosion-resistant guardrails [2][3]. Growth Trends - The global market for fiberglass handrails and guardrails is expected to show significant growth, with revenue projections indicating a substantial increase from 2020 to 2031 [2][3]. - Specific applications such as chemical plants, wastewater treatment facilities, power plants, and food processing plants are identified as key growth areas [2][3]. Industry Characteristics - The fiberglass handrails and guardrails industry is characterized by specific development trends, including favorable and unfavorable factors impacting growth [2][3]. - Barriers to entry in the industry are also discussed, highlighting challenges for new entrants [2][3]. Supply and Demand Analysis - The report includes a detailed analysis of global supply and demand dynamics for fiberglass handrails and guardrails from 2020 to 2031, focusing on production capacity, output, and utilization rates [2][3]. - It also examines the market share of different regions, including North America, Europe, and Asia-Pacific, in terms of production and sales [3][4]. Competitive Landscape - The competitive landscape of the fiberglass handrails and guardrails market is analyzed, detailing the market share and revenue of key manufacturers [4][5]. - The report identifies major players in the market and their respective production capacities and sales performance from 2020 to 2025 [4][5]. Regional Analysis - The report provides insights into the market size and growth potential of fiberglass handrails and guardrails across various regions, including North America, Europe, Asia-Pacific, Latin America, and the Middle East and Africa [3][4]. - It highlights the production and consumption distribution within China, emphasizing its significant role in the global market [9][10]. Future Projections - The report forecasts the market trends for fiberglass handrails and guardrails, including expected revenue growth and market dynamics from 2026 to 2031 [2][3]. - It also discusses the implications of regulatory changes and technological advancements on the industry [7][8].
纪念庄华:猎头教父的诞生与离去
36氪· 2025-05-24 12:52
以下文章来源于职场Bonus ,作者田密 职场Bonus . 职场看红利,事业不焦虑。36氪职场风向报道,像投资人一样寻找未来职业机遇。 缅怀庄华,更是缅怀那个时代。 文 | 田密 编辑 | 陈桐 来源| 职场Bonus(ID:ZhiChangHongLi) 封面来源 | 受访者供图 5月16日,阴天。下午3时,上海静安恒隆广场8层,近百名身着西服职业装的人,聚在猎头公司CGL总部所在的办公楼。对绝大多数CGL员工来说,这个下 午的经历实属罕见,也过于突然:此地正在召开一场追思会,以纪念四天前离世的创始人庄华。 座无虚席,还有不少人站着。除CGL员工外,来者还有猎聘创始人戴科彬、CGL的副董事长陈玮……以及与庄华相处多年(几年到三十几年不等)的合伙 人。CGL的COO方晓菲看上去一如既往地干练。主持人一段嗓音低沉的致词过后,她带稿步上台前。在她身后,长桌和墙沿摆满了白绿交间的祭奠花束, 画框和投影幕布上,庄华职业照上的笑颜令人恍惚。"这个月,是我和老P(庄华)共事的第十年。"她终究没能克制住,一瞬间哽咽,"很难过,我们是在这 样的场景下聚在一起,而他用这样的方式陪伴着我们。""参加追思会,大家都哭了。"一位员 ...
国泰基金艾小军:今年中国军工业的DeepSeek时刻非常精准的概括了行业发展
Xin Lang Ji Jin· 2025-05-24 08:29
Group 1: Fund Industry Development - The 2025 Fund High-Quality Development Conference was held in Shenzhen, gathering top experts from academia, leading figures from public and private equity funds, brokerage leaders, and chief economists to discuss new paths for high-quality development in the fund industry [1] Group 2: Military Industry Investment Insights - The investment experience in the military industry has been described as complicated and challenging, with a notable shift in visibility and recognition of domestic military capabilities [3] - The recent display of China's J-10C fighter jet in the India-Pakistan conflict has showcased China's aerospace and military industry advancements, moving from a position of observation to competitive engagement on a global scale [4] - The military industry's current development is characterized by precise advancements, with expectations for new partnerships and order expansions beyond traditional collaborators [4] Group 3: Market Sentiment and Trends - The A-share market is experiencing a rebound with increased investor sentiment and the emergence of bullish stocks, driven by favorable policy developments [5]
住房租赁行业呈现三大新看点
Zheng Quan Ri Bao· 2025-05-23 16:21
Core Viewpoint - The housing rental industry in China is experiencing robust growth, driven by diverse rental demands, a more varied supply structure, and improved financing conditions for rental housing REITs [1][4][5] Group 1: Rental Demand Diversification - The demand for rental housing is becoming more diverse, with urbanization and demographic changes creating new opportunities in the rental market. Nearly 40 million people in major cities are renting, with a significant shift towards quality and multi-functional living spaces [1][2] - The demand for talent apartments is expanding as high-tech companies offer subsidies to attract and retain skilled workers [2] - Young families are emerging as a significant force in the rental market, leading to increased demand for educational, medical, and community safety services [2] - There is a growing demand for high-quality rental housing, with initiatives promoting "green and smart" living environments [2] Group 2: Supply Structure Diversification - The supply of rental housing is becoming more diversified, with both government-supported affordable housing and market-driven long-term rentals playing key roles. Affordable housing targets new citizens and young people [2][3] - The government is actively supporting the acquisition of existing properties for affordable housing, enhancing supply channels [3] - Rental companies are increasingly focusing on revitalizing idle assets, with new project types including affordable housing, talent-specific rentals, and serviced apartments [3] Group 3: Financing Environment Improvement - The financing environment for the rental housing market is improving, with the introduction of REITs providing a significant capital engine for the industry. The performance of affordable housing REITs has outpaced other infrastructure sectors [4] - Various innovative financing products, such as Pre-REITs and asset-backed securities, are emerging, enhancing capital allocation for rental companies [4] - Domestic and international capital is increasingly attracted to long-term rental assets, indicating a vibrant investment market [4]
短剧行业市场全景调研分析及投资可行性研究预测报告(2025版)
Sou Hu Cai Jing· 2025-05-23 08:40
报告发布方:中金企信国际咨询 此报告共计十个章节,总览如下(说明:历史数据2019-2024年,预测数据2025-2031年。此报告为常规版研报如有更多特定需求 可选择定制,我司会根据客户需求提供整套完善解决方案。): 1)中金企信国际咨询(全称:中金企信(北京)国际信息咨询有限公司)为国家统计局涉外调查许可单位&AAA企业信用认证 机构,致力于"为企业战略决策提供行业市场占有率认证&证明、产品认证&证明、国产化率(认证&报告)、项目可行性&商业 计划书专业解决方案"的专业咨询顾问机构。 2)专精特新"小巨人"&单项冠军市场占有率、市场排名认证服务-中金企信国际咨询。 三、免费VS付费产业链侧重各有不同 付费和免费短剧的背后,是制作方和平台在产业链价值转移:付费短剧:制作方与平台类似App开发者与应用商店的关系。制作 方全权负责短剧的制作和投流,平台仅仅作为短剧的投流和播出渠道。制作方追求数量,通过"创作-投流"的高频重复获取收 益。免费短剧:制作方与平台类似抖音KOL与抖音的关系。制作方向平台提供内容,平台主导投流和流量的分配。制作方追求 质量,需要让短剧被算法大量分发。 四、免费模式下,制作方策略变化 过 ...
OTA行业“十五五”市场战略研究及投资建议可行性评估预测报告(2025版)
Sou Hu Cai Jing· 2025-05-23 08:28
1)中金企信国际咨询(全称:中金企信(北京)国际信息咨询有限公司)为国家统计局涉外调查许可单位&AAA企业信用认证 机构,致力于"为企业战略决策提供行业市场占有率认证&证明、产品认证&证明、国产化率(认证&报告)、项目可行性&商业 计划书专业解决方案"的专业咨询顾问机构。 2)专精特新"小巨人"&单项冠军市场占有率、市场排名认证服务-中金企信国际咨询。 3)项目可行性报告&商业计划书专业权威编制服务机构(符合发改委印发项目可行性研究报告编制要求)-中金企信国际咨询: 集13年项目编制服务经验为各类项目立项、投融资、商业合作、贷款、批地、并购&合作、投资决策、产业规划、境外投资、 战略规划、风险评估等提供项目可行性报告&商业计划书编制、设计、规划、咨询等一站式解决方案。助力项目实施落地、提 升项目单位申报项目的通过效率。 4)中金企信国际咨询定制服务-依托自建数据库、专业自建调研团队及官方&各领域专家顾问、国内外官方及三方数据渠道资源 等为各领域客户提供专属定制类全套解决方案。 一、中国 OTA 行业:下沉与细分赛道驱动行业持续增长 旅游市场仍存增量空间:疫情后,国内旅游市场快速复苏。其中,我们认为四个方面因素 ...