以下文章来源于霞光社 ，作者岭南人鱼机 霞光社 . 赋能企业全球化 日本消费者的钱包，还有得赚。 来源： 霞光社 作者：岭南人鱼机 "经济上行的美"成为今年上半年的流行词，带着对昨日生机勃勃的浓烈怀旧气息，击中了无数 年轻人的心。 2025年Q1，日本GDP再次出现负增长，这意味着自1989年日本泡沫经济破裂后，经济停滞 的状态已经长达35年之久。期间，日本GDP全球占比从1989年的约15.3% [1] 降至2022年的 4.18%，GDP总量从位居全球第二，先后在2010年、2023年被中国、德国超越，跌至全球第 四。 而耐人寻味的是，在日本经济持续疲软的当下，多家中国新兴电商却开始将目的地看向这 一"失落地"。6月30日，TikTok宣布在日本推出TikTok Shop，购物功能正式上线，允许卖 家进军这一全球第三大电商市场 （据Statista Market Insights数据，日本以1690亿美元的 市场表现排在全球第三） 。此外，Temu、TAO （阿里巴巴旗下） 、京东日本站分别于 2023~2024年期间登陆日本，SHEIN也于2020年末在日本上线。 如果说"经济上行的美"是一种向前奔跑的 ...

Group 1 - The core theme of the investment promotion event in Yibin is focused on the digital economy, with plans to grow the industry from 60 billion yuan to over 100 billion yuan in the coming years [1] - Yibin has successfully transformed its investment image by developing the power battery industry and is now showcasing its investment potential in major domestic city clusters [1][2] - The city has already held investment promotion activities in three major city clusters over the past two years, indicating a proactive approach to attracting investment [1] Group 2 - The investment promotion event resulted in over 120 signed projects with a total investment amount exceeding 40.3 billion yuan, primarily in sectors such as digital economy, new energy storage, and intelligent connected vehicles [2] - Yibin's recent investment activities have led to the successful conversion of 20 cooperation projects from the 2025 Shanghai investment promotion meeting, with a total proposed investment of over 18 billion yuan [2] - The city is establishing a capital investment partner alliance to enhance its industrial ecosystem and attract strategic investments in leading and emerging technology companies [3][4] Group 3 - Yibin is focusing on expanding from fund-based investment to capital investment, leveraging its existing industrial and state-owned enterprise advantages [4] - The city is emphasizing the importance of application scenarios, industrial ecosystems, and technological empowerment in its development strategy [4] - Yibin is actively engaging in discussions on cutting-edge topics such as AI-enabled energy transition and smart operations in energy storage [3]

苏州市吴中区机器人产业，正借助创投力量，勾勒"全国第一区"蓝图。 总规模11亿元的苏州市吴中区机器人产业投资基金7月1日正式发布。苏州市吴中区区长万利表示，吴中区将充分用好机器人产业投资基金群，加速推动科创 企业孵化、科技成果转化、产业链条优化。 近年来，吴中区正全力打造"全国机器人产业集群第一区"，这一目标的推进，离不开耐心资本的力量。去年，吴中金控牵头多家龙头企业，发布了总规模100 亿元的吴中区机器人产业基金群。今年年初，吴中区成立了总规模50亿元的机器人专项基金，相关CVC产业合作基金相继落地。 2025年吴中区政府工作报告明确，2025年力争加力推广机器人应用场景，确保"机器人+人工智能"在集聚化、规模化的产业生态基本奠定的同时，资本投入 也愈发成为吴中区机器人产业的一大驱动力。自2024年起实施的《"机器人+人工智能"产业集群融合发展三年行动计划》明确，设立总规模100亿元的产业基 金，通过股权投资加速技术转化和产能扩张。 记者注意到，在去年发布总规模100亿元的吴中区机器人产业基金群背景下，今年，总规模50亿元、首期11亿元的机器人产业投资基金已面世。杨冬琴表 示，该只基金将会采用"母基金+直投 ...

为加强 本次科创板改革 "1+6" 政策 的 市场宣贯， 加快 推动改革落地见效， 构建更有利于支持科技创 新的资本市场生态，近日， 上海证券交易所 在上海、北京等地 召开 多场 专题座谈会，与头部股权投资 机构深入交流，充分听取意见建议，及时解答市场疑问。 责编： 王璐璐 校对：彭其华 百万用户都在看 突然爆雷！巨亏4400亿元！ 刚刚！特朗普，签了！ 重大进展！特朗普，传来大消息！ 突发！超10万人爆仓！一则利空，突然引爆！ 午后，突发！直线飙升，发生了什么？ 集体大涨！特朗普，新计划曝光！ 违法和不良信息举报电话：0755-83514034 股权投资机构是科创板 生态 的重要 组成部分 。 据统计， 科创板上市公司中超 九 成 在上市前 获得股 权投资机构 的投 资和支持。与会机构纷纷表示，科创板 "1+6" 政策的推出，让股权投资机构的 " 心气 " 得到很大的振奋和提升，也让科技型企业家 进一步增强了信心 ， 将更为有效地 促进 " 科技 - 产业 - 资本 " 良性循环、更 加高质量地 服务科技自立自强 ，恰逢其时， 意义重大。 科创成长层、 资深专业 机构投资者、预先审阅等多项新政策举措，让科创 ...

特朗普的"美国优先"法案如同推土机一般碾压国会，马斯克此前在社交媒体上信誓旦旦，声称法案通过后将成立"美国党"，并誓言让支持法案的议员"在初 选中全部滚蛋"。然而，不到72小时，这位"革命家"便迅速改口，宣称"我已做得够多了"，政治支出将"大幅缩减"。这戏剧性的转变，甚至比特斯拉股价的 6%暴跌更令人瞠目结舌。更讽刺的是，自由党抛出的橄榄枝，也被他置若罔闻。他口中代表"80%沉默大多数"的政治革新，最终沦为了社交媒体上的情绪 化表演。 这场闹剧的真相，其实隐藏在两张看似毫不相关的面孔背后：特朗普与华尔街。 华尔街的"双簧"与马斯克的"三次认怂"：一场科技寡头与民粹皇帝的资本游戏 科技狂人埃隆·马斯克，这位曾高调宣称要组建"美国党"，挑战两党政治的亿万富翁，最终以光速完成了本年度第二次"战略撤退"，其速度之快，令人咋 舌。这场雷声大雨点小的"建党闹剧"，与其说是政治革新，不如说是华尔街精心策划的一场资本游戏，而马斯克，则成为了这场游戏中被精准操控的棋子。 第一张面孔：特朗普的"补贴绑架"。特朗普暗中威胁要对马斯克及其公司进行调查，甚至暗示要将其"送回南非"。这并非空穴来风，马斯克的企业每年吞噬 着高达120亿美 ...

Core Viewpoint - The Shanghai Stock Exchange is accelerating the implementation of the "1+6" reform for the Sci-Tech Innovation Board, aiming to create a more supportive capital market ecosystem for technological innovation [1][2]. Group 1: Policy and Market Impact - The "1+6" policy has significantly boosted the morale of equity investment institutions, enhancing the confidence of technology entrepreneurs and promoting a virtuous cycle of "technology-industry-capital" [2]. - Over 90% of companies listed on the Sci-Tech Innovation Board received support from equity investment institutions prior to their IPOs, highlighting the importance of these institutions in the ecosystem [2]. - The introduction of new measures such as the Sci-Tech Growth Tier and pre-review processes makes the Sci-Tech Innovation Board's system more distinctive compared to mature markets abroad, increasing its attractiveness to venture capital and technology firms [2]. Group 2: Future Actions and Collaboration - The Shanghai Stock Exchange plans to strengthen communication with equity investment institutions to better implement the "1+6" policy and support technological innovation [3]. - There will be a focus on creating a regular communication mechanism to guide equity investment institutions in seizing policy opportunities and enhancing their role in supporting technology innovation [3].

6月28日，南昌市喜来登酒店内灯火辉煌、群贤毕至，我们满怀激动与感恩的心情，在这里隆重举行鹿马壹零捌控股集团上市发布会。这是一场意义非凡的 聚会，不仅标志着公司迈向资本市场的重要里程碑，更是一次与各位股东、合作伙伴及所有支持鹿马的朋友们的真挚对话。现场高朋满座，掌声如潮，我们 用最真诚的声音，向大家汇报一路走来的成绩与展望，也迎来了多位重量级嘉宾的精彩登场。此刻，让我们一同回顾这场闪耀时刻 时间悄然来到下午，受邀嘉宾们陆续抵达发布会现场。他们或三五成群，或结伴而行，在工作人员热情引导下有序签到，领取入场券与嘉宾证后，满怀期待 地步入会场。每个人脸上都洋溢着兴奋与喜悦，步履间满是期待与祝福。此时此刻，灯光聚焦，气氛渐燃，鹿马壹零捌控股集团上市发布会即将盛大启幕 ——这是一场汇聚激情、梦想与荣耀的盛会，正蓄势待发，见证一个崭新阶段的开启。 e 19 69 C.C. moh sal 0 0 P 58 1 6 21 首先登台亮相的是江西省统计局原处长张月水先生。他面带亲切笑容，缓步走上舞台，向全场嘉宾致以诚挚的问候，举手投足间尽显儒雅风范与大家风度。 在随后的发言中，张月水深情回忆了自己与鹿马壹零捌控股集团从相识到相 ...

Group 1 - OpenAI CEO Sam Altman expresses feeling "politically homeless," criticizing the Democratic Party for not supporting a culture that encourages innovation and entrepreneurship [1] - Altman advocates for "tech capitalism," emphasizing the need to encourage wealth creation while finding ways to distribute wealth broadly [1] - His comments appear to be a response to New York City Democratic mayoral candidate Zohran Mamdani's statement against billionaires, highlighting a fundamental divide between tech executives and some Democratic politicians on wealth distribution and economic policy [1][2] Group 2 - Altman argues that wealth creation and distribution must go hand in hand, stating, "You cannot just raise the bottom line without raising the top line" [1] - He expresses a preference for discussions on how to enable everyone to have what billionaires possess, rather than eliminating billionaires [3] - This reflects two contrasting views on wealth: one advocating for limiting wealth to achieve equality, and the other promoting overall wealth enhancement to reduce disparities [3]

Core Viewpoint - AeroVironment's recent capital-raising efforts have negatively impacted investor sentiment, leading to a stock price decline of over 11% [1]. Group 1: Capital-Raising Activities - AeroVironment announced a secondary share offering and an issue of convertible senior notes [2]. - The company plans to sell just over 3.5 million shares at $248 per share, with underwriters having a 30-day option to purchase an additional 29,234 shares [4]. - The convertible senior notes will total $650 million at a 0% interest rate, convertible under certain conditions at an initial rate of over 3.1 shares per $1,000 principal, equating to $322.40 per share [5]. Group 2: Financial Expectations and Use of Proceeds - The company expects to close both issues on July 3, with net proceeds around $1.47 billion, using over $965 million to retire debt and the remainder for general corporate purposes, including increasing manufacturing capacity [6]. Group 3: Shareholder Concerns - With approximately 45.6 million shares outstanding, high conversion rates from the notes could lead to shareholder dilution, which is a significant concern for investors [7]. Group 4: Company Fundamentals - Despite the capital-raising activities, AeroVironment remains a strong investment due to its performance in meeting the growing demand for combat drones, as evidenced by its impressive fourth-quarter results and increasing backlog [8].

Core Viewpoint - The credit rating agency maintains the long-term credit rating of Changjiang Securities Co., Ltd. at AAA, indicating strong financial health and stability in the company's operations [1][4][5]. Company Overview - Changjiang Securities is a medium-sized listed securities company with a high industry position and a comprehensive risk management system [4][5]. - As of March 2025, the company has a registered capital of 5.53 billion yuan and operates 298 branches nationwide, maintaining a leading position in the industry [4][11]. Financial Performance - In 2024, the company's operating income slightly decreased year-on-year, while net profit significantly increased, demonstrating strong profitability [4][5]. - As of the end of 2024, the company's total assets amounted to 1717.72 billion yuan, with net capital at 25.74 billion yuan, indicating robust capital strength [8][11]. Rating Outlook - The rating outlook is stable, with expectations for business growth and enhanced competitive strength as the capital market continues to develop [5][6]. - Potential factors for rating upgrades are not applicable, while significant losses or major compliance issues could lead to downgrades [5]. Competitive Advantages - The company has strong capital strength, with a net capital ratio of 72.94% as of the end of 2024, positioning it well within the industry [8]. - The company ranks well in various business segments, with brokerage income ranked 19th, fund distribution commission income ranked 3rd, and asset management income ranked 31st in the industry [5][8]. Shareholder Changes - The company has received approval from the China Securities Regulatory Commission for a major shareholder change, which is expected to enhance its resource access and market competitiveness [6][11].