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孙元江:迪士尼落地当日房价翻倍,从事房地产的可以去阿联酋看看
凤凰网财经· 2025-06-30 14:22
中东专场上,亚投行阿布扎比业务中心首席代表、商务部国际经贸关系司原副司长孙元江以亚投行在阿 联酋阿布扎比设立办公室的经历为切入点,分析了中东地区成为全球投资热土的多重因素。 凤凰网财经讯 6月28-29日,"2025中国企业出海高峰论坛"在深圳举行,本次论坛由凤凰网主办,雪花超 高端系列品牌-醴首席赞助合作,中国企业出海全球化理事会联合主办,以"为开放的世界"为主题,旨 在全球产业链深度重构之际,为中国企业搭建思想碰撞、资源对接、规则对话的高端平台,系统性破解 出海难题,共探生态共赢转型路径。 亚投行阿布扎比业务中心首席代表、商务部国际经贸关系司原副司长孙元江 孙元江指出,沙特、阿联酋等国正积极推进经济多元化战略,他们很注重再生能源的领域,还有一些高 科技的,AI技术、数据的基础设施、生物,"我觉得这些领域包括物流、房地产都是企业可以关注的领 域和方向。" 点击 " 阅读原文 " 了解更多详情 ! 孙元江透露,亚投行选择在阿布扎比设立首个海外办公室,最初是出于疫情期间国际旅行的实际需求。 阿联酋早早放开旅行限制,加之其地处亚非欧交汇处的8小时航空圈核心位置,可高效覆盖非洲、中 东、中亚和南亚等关键市场,最终促 ...
收入依赖大单品,线上线下渠道失衡,齐云山食品闯关港股
Bei Jing Shang Bao· 2025-06-30 13:33
Core Viewpoint - Qi Yunshan Food has submitted an application for listing on the Hong Kong Stock Exchange, with a strong reliance on its flagship product, South Jujube Cake, which accounts for over 80% of its revenue [1][3][4]. Group 1: Financial Performance - Qi Yunshan Food reported revenues of 217 million yuan, 247 million yuan, and 339 million yuan for the years 2022, 2023, and 2024, respectively, with net profits of 25.63 million yuan, 23.70 million yuan, and 53.20 million yuan during the same period [3][4]. - The flagship product, South Jujube Cake, generated revenues of 193 million yuan, 209 million yuan, and 294 million yuan from 2022 to 2024, representing 88.7%, 84.7%, and 86.7% of total revenue for those years [3][4]. Group 2: Product and Market Strategy - Qi Yunshan Food has launched five types of South Jujube products, including South Jujube Cake, South Jujube Granules, and South Jujube Soft Candy, among others [3]. - The company plans to diversify its product offerings and has introduced seven flavors of South Jujube Cake and various fruit and vegetable cakes to address market demand [4][5]. Group 3: Sales Channels - The company primarily relies on offline sales channels, with 199 out of 230 distributors being offline, generating 1.89 billion yuan, 2.11 billion yuan, and 3.03 billion yuan in revenue from 2022 to 2024, accounting for approximately 86.9%, 85.6%, and 89.3% of total revenue [6][7]. - Online direct sales generated revenues of 25.84 million yuan, 31.66 million yuan, and 32.93 million yuan during the same period, representing about 11.9%, 12.8%, and 9.7% of total revenue [7]. Group 4: Market Position - As of 2024, Qi Yunshan Food holds a 32.4% market share in the South Jujube food market in China, ranking first in the industry, while its overall market share in the fruit snack market is only 0.6%, placing it ninth [9].
特朗普法案逼走外资,美债抛售潮恐加速!
Jin Shi Shu Ju· 2025-06-30 13:32
AI播客:换个方式听新闻 下载mp3 美债4月外资净流出142亿 作为传统避险资产的美债自4月起波动加剧,特朗普在关税和税收政策上的反复无常,促使海外投资者 削减美元和美国市场敞口。 美国财政部国际资本(TIC)数据显示,4月外国资金净流出美国长短债和银行体系142亿美元,同月特 朗普"解放日"关税震动全球市场。 美国国债在不到10年内增长四倍至约36万亿美元,其中公众持有约29万亿美元。TIC数据显示,日本以 1.13万亿美元成为最大海外持有者,英国持有8077亿美元,中国持有7572亿美元。 受关税消息影响,美债下跌,10年期基准美债收益率5月22日升至4.629%,随后回落至4.277%,4月以 来在3.9%-4.629%区间震荡。 音频由扣子空间生成 欧洲成最大受益者 随着特朗普政府努力在参议院推进"美丽大法案",外国投资者加速多元化配置,减持美国国债,因赤字 支出与通胀型关税正削弱美债吸引力。 参议院共和党人在经过上周末的马拉松式辩论后,预计周一晚至周二亚洲交易时段通过法案。两党政策 中心分析显示,参议院准备使用替代计算方法,未计入延长2017年减税,似乎可以节省5000亿美元。 据无党派国会预算办 ...
镁信健康首次“闯关”港交所,股东包括蚂蚁集团和多家国企
Nan Fang Du Shi Bao· 2025-06-30 13:30
国内最大的惠民保综合服务提供平台又有动作。6月30日,香港联交所网站披露,上海镁信健康科技集 团股份有限公司首次正式向香港联交所递交招股说明书,拟赴港上市。高盛(亚洲)、中金公司及汇丰 银行担任联席保荐人。 有分析指,镁信健康此番"闯关",或意在通过商业保险和创新药的融合,撬动医疗多元支付蓝海。 公开资料显示,镁信健康成立于2017年,从规模看是国内最大的医药多元支付平台。记者注意到,以服 务的保单数量计算,镁信健康是规模最大的创新健康保险解决方案提供商,目前为大约160个城市的惠 民保提供综合服务。 据悉,在向港交所递表前,镁信健康已完成多轮融资,累计超30亿元,投资方包括蚂蚁集团、上海医 药、中国人寿再保险等。招股书显示,目前,镁信健康持股前十的大股东包括CEO张小栋、上药云健康 数字科技、上海盈卓健康科技、上药控股有限公司、上海云鑫创业投资有限公司、蚂蚁科技集团股份 等,其中多家系国企。 招股书显示,根据弗若斯特沙利文资料,以 2024年平台支付总额(GPV)计算,镁信健康是中国最大 的创新药械解决方案提供商,同时以服务的保单数量计算,是规模最大的创新健康保险解决方案提供 商。截至 2024 年 12 ...
低利率时代银行转型加速,从传统存贷到多元化布局
Di Yi Cai Jing· 2025-06-30 13:14
Core Viewpoint - The banking industry is undergoing a transformation in response to declining deposit interest rates, with a focus on diversifying income sources and enhancing digital capabilities to attract customers and stabilize net interest margins [1][5][8]. Group 1: Deposit Rate Changes - Major state-owned banks have initiated a reduction in deposit interest rates, leading to a widespread trend among small and private banks, pushing deposit rates into the "1 era" [1][2]. - The rates for large-denomination certificates of deposit (CDs) have also significantly decreased, with some banks removing long-term CD products altogether [1][2]. - The current rates for 3-year CDs from major banks have dropped to 1.55%, while 1-year and 2-year products are at 1.2% [2]. Group 2: Innovative Customer Acquisition Strategies - Banks are implementing innovative strategies to attract deposits, such as promotional activities that offer gifts or experiences for account openings [3]. - In the loan sector, banks are offering ultra-low interest rates on consumer loans, including 5-year interest-free auto loans and home renovation loans at rates as low as 2.4% [3]. Group 3: Shift to Non-Interest Income - With the decline in deposit attractiveness, banks are increasingly promoting wealth management products and structured deposits as alternatives to traditional savings [5][7]. - The average yield for these alternative products is between 2% and 3%, which helps banks lower overall funding costs while meeting customer demand for higher returns [5]. - Many banks are focusing on increasing non-interest income to enhance operational resilience and diversify revenue streams [6][7]. Group 4: Digital Transformation and Cost Reduction - The banking sector is leveraging digital transformation as a key strategy to improve efficiency and reduce costs in the face of declining interest rates [8][11]. - International banking experiences, particularly from Japan, are being considered as models for optimizing asset-liability structures and enhancing non-interest income [8][10][11]. Group 5: Market Adaptation and Future Outlook - The adjustments in the banking sector are seen as necessary adaptations to the deepening market-oriented interest rate environment, aimed at stabilizing net interest margins amid narrowing spreads [4][6]. - The growth of wealth management services is viewed as a significant opportunity for banks, given the increasing awareness of financial management among consumers [7].
新品预售629元、二手标价419元 乐高还保值吗?
Bei Jing Shang Bao· 2025-06-30 13:13
距离乐高新品Icons10375无牙仔套装7月1日正式发售仅一天,北京商报记者发现,该款还未发售的新品,在二手市场上,已有商家以低超原价200元的价格 进行预售。另外,部分此前需要高溢价去抢的限量款产品,如今也能以与原价相差无几甚至低于原价的价格获得。闲鱼平台显示,近半年乐高产品在二手市 场的价格波动较大,平均价呈下降趋势,5月因季节性销售淡季,价格回落至低位。有业内人士指出,一向被视为收藏类理财产品的乐高,在二手市场出现 降价趋势,背后是供应端与消费端多种因素共同作用的结果,其中,潮玩产品多元化是分流消费者的重要因素。一些限量版、特别版的乐高产品仍具有较高 的收藏价值,只是其实现需要市场环境的稳定、品牌形象的维护以及消费者对产品价值的正确认知等多方面的支持。 近半年乐高产品二手交易均价呈下降趋势 近期,真人电影《新·驯龙高手》正在各大影院热映。借电影上线,乐高集团首次涉及《驯龙高手》IP,并发布了面向成年玩家的Icons系列。据官方消息, 新品Icons10375无牙仔套装预计在7月1日发售,定价629元,含有784pcs。 不过,北京商报记者发现,在官方还未正式发售前,二手市场就已经有商家开始预售该款套装 ...
中诚信国际:国铁集团具有较强偿债能力
Group 1 - The core viewpoint of the report indicates that the railway passenger flow has been continuously growing since 2024, with freight volume steadily increasing, suggesting that railway passenger transport may maintain high operational levels in the future [1] - The report highlights that the China National Railway Group (CNRG) maintains a strong monopoly in the railway transportation industry, with passenger volume reaching 4.085 billion trips in 2024, an increase of over 10%, and freight volume at 3.985 billion tons, marking eight consecutive years of growth [2] - The overall operating revenue for the railway sector is projected to increase by 3.02% year-on-year to 1,283.038 billion yuan in 2024, driven by the growth in passenger transport performance [2] Group 2 - CNRG is expected to enhance its profitability through diversified business strategies, leveraging resources such as land, equipment, and information to expand passenger services and develop logistics and other operational businesses [3] - The report states that CNRG's debt repayment capability is strong, supported by the growth in passenger transport performance and a decrease in total debt and financial leverage [4] - As of December 31, 2024, CNRG's total liabilities were 6.20 trillion yuan, a 1.14% increase from the previous year, while total assets rose to 9.76 trillion yuan, reflecting a 4.39% year-on-year increase [4] Group 3 - CNRG plans to deepen the asset securitization of its high-speed rail network and promote mixed-ownership reform, with expectations that total assets will exceed 10 trillion yuan by the end of 2025 and the debt ratio will fall below 63% by early 2026 [5]
全球大类资产半年度复盘与展望
天天基金网· 2025-06-30 11:38
以下文章来源于教你挖掘基 ,作者冰姐 教你挖掘基 . 投资理财有方法,我们手把手教你挖掘牛基~ 时光飞逝,仿佛须臾之间,我们挥手作别了2025年上半年。 这半年间: 从特朗普政府的关税政策反复摇摆,到海外地缘政治争端一波未平一波又起,从DeepSeek以惊人效率突破AI算力封锁,到全球资金开始了新一轮的迁 徙,大类资产的投资图景正在经历一场悄无声息的重构。 下一站,多元资产配置——在这个经济全球化遭遇逆风、技术革命"起于青萍之末"的时代,投资者需要的不是预测风暴的能力,而是在风暴中 保持航向的定力。 01 混沌之中的上半年 ——全球资金再平衡实录 翻开大类资产上半年的成绩单,"资金盛与资产荒"精准勾勒了其间的市场底色。 海内外的流动性如同潮水,却在现实世界中似乎找不到足够的优质资产停泊。 在此背景之下,"确定性"资产迎来狂欢, 黄金 成为了明星选手。 相较于南华商品指数的整体收跌,国际现货黄金26%的涨幅背后,是地缘冲突与美元信用松动的双重叙事。 从贸易争端阴云未散,到中东局势骤然生变,黄金的避险属性被无限放大,但更深远的力量来自全球央行持续增持——预计2025年购买量将达 1000吨。中国央行更是连续第7个 ...
加拿大反复无常,取消反制后,又拿中国企业当投名状!中方已警告
Sou Hu Cai Jing· 2025-06-30 11:12
不要看一个人说什么,而是要看一个人在做什么,这句话的含金量,还在持续上升。 外交部长安妮塔·阿南德强调:加拿大将推动"供应链多元化",避免80%依赖单一经济体(即美国),并称谈判需"非公开进行"。 加拿大嘴上喊着要对美国硬气,结果特朗普在社交媒体上一发怒,加拿大立马就取消了数字服务税。 加拿大新总理卡尼今年3月上台时,被捧成"经济救星"。牛津博士、央行行长出身,民众指望他能挡住特朗普的关税大棒。他开场确实够硬气,公开呛声特 朗普:"别做梦了!加拿大永远不会是美国第51个州!"还放话要保护加拿大的土地、水源和生活方式。 表面上,加拿大对美国一点没怂。特朗普宣布对加拿大商品加税,卡尼立刻反击,宣布对美国进口汽车征收25%的关税,摆明了要打疼美国的汽车产业。财 政部长商鹏飞也立场强硬,坚持要对美国科技巨头开征数字服务税。 从今年6月30日起,谷歌、亚马逊这些公司在加拿大赚的钱,得交3%的税,而且这笔税还要一直追溯到2022年。加拿大算盘打得响,觉得光这一项就能从美 国公司口袋里掏出20亿美元。 6月27日,特朗普宣布终止所有美加贸易谈判,并威胁7天内对加拿大加征新关税,原因是加拿大坚持对美国科技巨头征收3%的"数字 ...
归母净利连续三个季度同比下滑 石头科技寻“A+H”上市加码全球市场
Sou Hu Cai Jing· 2025-06-30 10:59
此外,刘春生补充道,随着企业全球化的步伐不断深入,在海外开设工厂雇佣外国员工等情况增多,在 港股上市方便给外国员工发放股份作为激励机制,也有助于推进企业的国际化战略。 石头科技强调,国际扩张对推动其业务增长起着重要作用。招股书数据显示,海外市场分别于2022- 2024年贡献了该公司总收入的52.7%、48.9%及53.6%。 央广网北京6月30日消息(记者 齐智颖)北京石头世纪科技股份有限公司(以下简称"石头科技", 688169.SH)近日在港交所递交招股书,寻求"A+H"上市,摩根大通、中信证券为联席保荐人。 业内人士表示,港股上市有利于企业吸引国际资本,挖掘潜在的合作伙伴,拓展海外业务版图。而港股 多为机构投资者,更加关注公司的业绩成长性。石头科技目前主要收入来源为扫地机及其配件,需探索 除此以外的更多品类产品布局。 今日,石头科技A股股价收盘报156.55元/股,市值为405.09亿元。 加码国际业务 多名行业分析人士认为,石头科技此次港股IPO剑指全球市场。 石头科技在公告中称,公司拟于境外发行股份(H股)并在香港联交所主板上市是为满足公司业务发展 的需要,进一步提升公司的全球品牌知名度及竞争力, ...