出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 整理 | 王毓婵 头图 | IC photo Busy Money 中观普道（上海）企业发展有限公司完成5000万元天使轮融资 中观普道（上海）企业发展有限公司完成5000万元天使轮融资。据了解，该公司专注于智慧零售电 商平台，旗下拥有"惠拼购"等App。融资资金将主要用于技术研发和平台搭建，以增强市场竞争力。 惠拼购是一家土特产专供平台，该平台关注国家地理标志性农产品，并具有社交属性，为消费者提供 土特产商品。 奥本运动完成Pre-A轮数千万元融资 恋人时黛近日完成5000万元人民币天使轮融资。本轮融资国内知名投资方领投，资金将主要用于品 牌升级、市场推广及线上线下渠道拓展，以进一步巩固其在成人用品领域的创新优势与市场影响力。 恋人时黛是一家成人用品品牌提供商，主要融合生物传感技术与AI算法，为用户提供个性化健康管理 方案，并通过线下体验店与无人零售终端形势，从事成人用品销售业务。 RED CHAMBER朱栈完成近亿元A轮及A+轮融资 RED CHAMBER完成近亿元A轮及A+轮融资，A+轮由水羊股份领投，解百消费基金跟投。RE ...

南开大学商学院韩籍教授申光龙参加2023年天津市海河友谊奖颁奖暨外国专家新年集中慰问活动（资料照片）。新华社发（受访者供图） 新华社天津5月17日电 题：五个日常小事让外籍教授感知中国经济大势 新华社记者栗雅婷 62岁的南开大学商学院韩籍教授申光龙，已在中国工作生活多年。便捷的生活总能带给他无限欣喜，更让他从日常小事感知中国经济发展大 势。 "扫"出来的经济活力 掏出手机，扫描二维码，车锁应声而开……工作日清早，申光龙骑上共享单车前往南开大学的校园。"在中国，我几乎不开车，相对近的地方 就骑共享单车，而去较远的地方就搭乘网约车，'共享'的理念和方式在中国无处不在。"他用流利的中文说。 "共享"是中国新发展理念的重要组成部分，而贯彻新发展理念是关系中国发展全局的一场深刻变革，是实现高质量发展的重要推动力。中国 发布的《扩大内需战略规划纲要（2022－2035年）》明确提出，促进共享经济等消费新业态发展。 申光龙表示，随着大数据、人工智能、物联网等技术在中国加速应用，将有越来越多行业加入共享经济，实现技术、产品、数据等方面的高 度融合。"这是新时代中国经济发展叙事的生动情节，我们外籍人士也可感可触可得。" "聚" ...

南方财经全媒体记者徐小琼 广州报道 近期，数据要素相关政策文件密集发布。国家数据局综合司近日首次向地方数据管理部门印发了《数字 中国建设2025年行动方案》，提升数字中国建设水平。5月9日，国务院常务会议审议通过《政务数据共 享条例（草案）》，强调在保障数据安全基础上，破除数据壁垒，构建全国一体化政务大数据体系。同 日，中国人民银行发布《中国人民银行业务领域数据安全管理办法》，从业务数据分类分级、全流程管 理、技术要求等方面，加强金融数据安全治理。 南财数据点评：清华大学公共管理学院教授孟庆国指出，条例首次以行政法规的形式明确政务数据共享 的相关内容，标志着我国政务数据共享工作迈入法治化新阶段。条例的出台将助力破解政务数据共享中 的堵点卡点，提升数据供给和利用效率。同时，通过明晰权责要求，有效弥合政务数据共享工作中 的"模糊地带"，全面规范政务数据共享。 3.央行发布《中国人民银行业务领域数据安全管理办法》 5月9日，中国人民银行发布《中国人民银行业务领域数据安全管理办法》，在业务数据分类分级与总体 要求、全流程业务数据安全管理要求、全流程业务数据安全技术要求、业务数据安全风险与事件管理、 法律责任等方面作出 ...

Core Viewpoint - The article highlights the significant advancements and contributions of China Tower Corporation in the construction and sharing of telecommunications infrastructure, particularly in the context of 5G and digital transformation initiatives in China [1][2][3][4][5][6][7][8]. Group 1: Infrastructure Development - The Jidayan High-Speed Railway in Shanxi Province is set to commence operations on December 31, 2024, with China Tower integrating 4G and 5G network construction into a shared plan, achieving full signal coverage across 426 base stations and 18.49 kilometers of tunnels in just four months [1]. - Since its establishment in 2014, China Tower has led a "sharing revolution" in the telecommunications industry, significantly reducing redundant base station construction and achieving a 50% cost saving in projects like the Dalian Metro communication network [2]. - By the end of last year, China Tower had constructed over 2.76 million 5G base stations, covering an area of over 12.6 billion square meters and extending coverage to over 44,000 kilometers of high-speed and subway lines [3]. Group 2: Resource Sharing and Cost Efficiency - Over 95% of 5G construction projects have utilized existing resources such as communication towers and streetlight poles, leading to a substantial reduction in construction costs and time [3]. - The new tower sharing rate increased from 14.3% to 85%, equating to the avoidance of building 1.2 million new towers, saving 68,000 acres of land and over 210 billion yuan in industry investments [3]. Group 3: Digital Transformation and Smart Solutions - China Tower is transitioning from traditional communication towers to "digital towers" by integrating advanced technologies such as AI and big data, enhancing capabilities in various sectors including environmental monitoring [4][6]. - The company has upgraded 230,000 communication towers to digital towers, contributing to the construction of a digital China [4]. Group 4: Social Responsibility and Community Impact - China Tower has invested 8.5 billion yuan in universal telecommunications services, building over 70,000 base stations to ensure 100% network coverage in administrative villages [7]. - The company has deployed over 76,000 battery swap stations across more than 320 cities, providing over 2 million battery swaps daily, significantly reducing carbon emissions by 3.3 million tons [7]. Group 5: Future Commitments - China Tower aims to continue its mission of building a strong digital infrastructure to support the digital economy and enhance public welfare through ongoing resource sharing and technological innovation [8].

Group 1 - The core viewpoint of the article highlights the significant progress of Cao Cao Mobility's IPO in Hong Kong, indicating a substantial advancement in its listing process [2] - Cao Cao Mobility, founded in 2015, is a strategic investment of Geely Holding Group in the "new energy vehicle sharing ecosystem," and has become a major player in China's ride-hailing market [2] - The company has expanded its ride-hailing operations to 136 cities by the end of 2024, with a revenue of 14.7 billion yuan, reflecting a year-on-year growth of 37.4% [4] Group 2 - The gross profit margin of Cao Cao Mobility improved from 5.8% in 2023 to 8.1% in 2024, indicating enhanced profitability [4] - The contribution of customized vehicles to the total gross transaction value (GTV) increased from 20.1% in 2023 to 25.1% in 2024, showcasing the growing importance of these vehicles in the company's operations [5] - The company plans to launch its Robotaxi customized model by 2026, further enhancing its capabilities in autonomous driving [6] Group 3 - Cao Cao Mobility has created flexible employment opportunities for over 3.9 million drivers, paying service fees exceeding 40 billion yuan [7] - The company has implemented initiatives for accessible transportation, including the deployment of barrier-free vehicles and free services in multiple cities [7] - The brand has established a significant competitive advantage, with a lower accident rate compared to industry averages and recognition for service quality [7]

Core Viewpoint - The phenomenon of "recognizing dry kin for elderly care" has gained popularity on social media, reflecting a unique social mutual aid model amidst the challenges of high housing prices and emotional needs of both empty-nest elderly and struggling young people [1][2] Group 1: Nature and Legal Status - "Recognizing dry kin for elderly care" is a contractual pseudo-kinship relationship, differing from traditional family ties and pure employment relationships, existing in a gray legal area [1][2] - This arrangement involves resource exchange where elderly individuals provide housing and financial support, while young people offer companionship and care, fulfilling mutual needs [1][2] Group 2: Social Background and Risks - The rise of this phenomenon is rooted in significant demographic changes, with over 50% of elderly individuals in China being empty-nesters, and more than 100 million elderly facing solitary lives [2] - Traditional family functions are weakening due to factors like children working away from home, increased burdens on only children, and the rise of "DINK" families, limiting family-based elderly care [2] - There are notable risks associated with this model, including a 27% annual increase in property disputes related to "dry kin" arrangements and instances of financial fraud [2] - Emotional risks are prevalent, with young participants sometimes facing demands for extensive companionship hours, leading to feelings of being exploited [2] - Data indicates that 60% of these pseudo-kin relationships terminate within a year, often due to trust issues or conflicts of interest [2] Group 3: Alternative Models and Solutions - The popularity of "recognizing dry kin for elderly care" highlights the weakening of traditional family support and the lack of public social services, revealing a societal desire for emotional connections [3] - Various alternative elderly care models, such as "time banks" and neighborly mutual aid, have been successfully implemented, promoting community-based support systems [3][4] - These models emphasize the importance of structured design and risk management to ensure safety and trust in mutual aid relationships [4] - The key to addressing elderly care challenges lies in rebuilding trust and creating supportive networks, transforming "recognizing dry kin" into genuine emotional connections [4]

Core Points - The seventh National Self-Reliance Model and Advanced Individuals in Assisting the Disabled Award Ceremony was held in Beijing, recognizing 200 "National Self-Reliance Models," 200 "Advanced Collectives in Disabled Persons' Work," and 60 "Advanced Individuals in Disabled Persons' Work" [1][4] - The selection of self-reliance models continues to focus on grassroots and frontline workers, with an average age of 43.28 years for the seven awardees from Hubei [2] Group 1: National Self-Reliance Models - Seven individuals from Hubei were recognized as National Self-Reliance Models, including a university teacher, a media editor, and a cooperative chairman, showcasing diverse contributions to society [3][4] - The awardees include individuals with disabilities who have excelled in various fields such as education, entrepreneurship, and community service, demonstrating resilience and innovation [2][3] Group 2: Advanced Collectives and Individuals - Seven collectives were awarded as Advanced Collectives in Disabled Persons' Work, including local disabled persons' federations and a public service center [3] - Two individuals were recognized as Advanced Individuals in Disabled Persons' Work, highlighting their significant contributions in healthcare and community leadership [4] Group 3: Broader Context - The event aims to showcase the achievements in the development of the disabled persons' cause in China, promoting values of equality, integration, and sharing [4] - The initiative is part of a broader effort by the State Council's Disabled Persons' Work Committee and other organizations to inspire self-esteem and self-reliance among the 85 million disabled individuals in the country [4]

Core Insights - The Boao Lecheng International Medical Tourism Pilot Zone has seen a significant increase in the usage of special medical devices and drugs, with a reported 44.14% year-on-year growth in usage instances in the first quarter of 2025, reaching 16,000 instances [2] - The collaboration among various departments has led to innovative regulatory measures that have streamlined the approval process, resulting in a substantial increase in the number of approved medical devices and drugs [2][3] Summary by Sections Usage Growth - In the first quarter of 2025, the usage of special medical devices and drugs in Lecheng reached 16,000 instances, marking a 44.14% increase compared to the previous year [2] - The total usage for 2024 is projected to exceed 51,000 instances, reflecting a 79.33% year-on-year growth [2] - The value of special medical devices entering the bonded warehouse reached 602 million yuan, an 18% increase year-on-year [2] Regulatory Innovations - Since 2021, the provincial drug regulatory authority, health commission, and customs have implemented measures to support high-quality development in the Lecheng pilot zone, including adjustments to the approval process [2] - The approval process has shifted from a "one person, one product, one batch" model to a "one product, one hospital, one batch" model, significantly increasing the number of approvals [2] Patient and Institutional Engagement - The implementation of a drug and device exit registration measure has led to a noticeable increase in patient willingness to use these products, benefiting over 17,000 patients [3] - The regulatory authority is focusing on patient needs and is actively seeking products that can create usage scale and extend the industry chain [3] - A shared service platform for special medical devices and drugs is being developed to enhance communication and service delivery, transforming the approval process from passive to proactive [3]

Financial Performance - Zeekr Technology reported a significant reduction in net loss, decreasing by over 60% year-on-year, with an unaudited financial performance for Q1 ending March 31, 2025 [1] - Total revenue for Q1 reached 22 billion yuan, with vehicle sales revenue of 19.1 billion yuan, representing a year-on-year growth of 16.1% [1] - The gross margin for vehicle sales was 16.5%, up by 3.4 percentage points year-on-year, while the overall gross margin climbed to a historical high of 19.1% [1] Sales and Delivery - In Q1, Zeekr Technology delivered 114,011 vehicles, ranking first in high-end luxury sales among new forces in China [1] - The company has consistently achieved monthly sales exceeding 40,000 units since the integration of Zeekr and Lynk & Co brands, demonstrating significant scale effects [1] Product Strategy - Zeekr and Lynk & Co are pursuing differentiated brand strategies, covering a price range from 150,000 to 900,000 yuan [2] - Zeekr focuses on the luxury market above 300,000 yuan, with the Zeekr 007 GT achieving 10,000 deliveries in its first month [2] - Lynk & Co targets the market above 200,000 yuan, with the Lynk 900 model receiving over 30,000 pre-orders since its launch on April 28 [2] Technological Development - The company is advancing key platform technologies, including vehicle architecture, electronic architecture, and intelligent driving systems, to enhance resource integration and sharing [2] - Zeekr has launched the V4 ultra-fast charging station, achieving a peak power of 1.3 megawatts, which is now operational in Hangzhou [2] Global Expansion - As of the end of April, Zeekr Technology has entered over 60 international markets, with more than 1,200 global stores and over 1.9 million users [3] - The company is enhancing its channel penetration and building a charging ecosystem to create greater growth opportunities for product delivery [3] - The Zeekr 7X model is set to begin deliveries in Europe on May 16, while the Zeekr RT, a sister vehicle to the Zeekr MIX, has commenced deliveries in the U.S. market [3]

2025 年 05 月 15 日 双融日报 --鑫融讯 分析师：万蓉 S1050511020001 wanrong@cfsc.com.cn 市场情绪：73 分（较热） 最近一年大盘走势 10 15 20 (%) 沪深300 资料来源：Wind，华鑫证券研究 -15 -10 -5 0 相关研究 | 1、《双融日报》2025-05-14 | | --- | | 2、《双融日报》2025-05-13 | | 3、《双融日报》2025-05-12 | ▌ 华鑫市场情绪温度指标：（较热） 华鑫市场情绪温度指标显示，昨日市场情绪综合评分为 73 分，市场情绪处于"较热"。历史市场情绪趋势变化可参 考图表 1。 ▌ 热点主题追踪 今日热点主题：机器人、大数据、苹果链 1、机器人主题：五一假期期间，山岳型景区迎来大批游 客。在八达岭长城、黄山、泰山这些热门景点，游客们体验 到了一种别样的登山方式一穿戴外骨骼机器人登山。这种设 备被形容为"登山外挂"，通过机械结构或电机驱动，能够 降低 20%-40%的体能消耗，瞬间在户外圈爆火。相关标的： 伟思医疗(688580)、精工科技(002006) 2、大数据主题：近日，国务院常务会 ...