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在刘公岛穿越历史与山海
Qi Lu Wan Bao· 2025-07-09 21:31
"来威海不上刘公岛,等于白来!"这是流传在威海人口中的一句俗语。 随着暑假到来,刘公岛迎来暑期旅游旺季。刘公岛上有什么?又在以如何的半径向外拓展自己的圆弧 呢?"我们正用历史的眼光、现代的思维和国际化的视野,不断放大历史文化资源和综合教育优势,精心守 护这座'中华民族警醒之岛'。"刘公岛管委的一位负责人说。 李孟霏 潘佳蓬 威海报道 历史基因 让历史文物与现代对话 一座刘公岛,半部近代史。作为北洋海军的成军地和覆没地,刘公岛见证了中华民族由盛到衰,再从生死边 缘走向伟大复兴的历史进程,是中国梦的起始和发轫之地。 在刘公岛管委工作人员眼中,岛上的28处国宝级文物遗址是"醒着的教科书"。近年来,他们投入巨资,让水 师学堂、东泓炮台等十余处遗迹重焕生机。修复面积已超10万平方米,但这只是管护总量的1/6,前路仍 长。 修复只是起点。"在文物面前,我们不分产权。"一位负责人语气坚定。英租时期的共济会馆产权归属部 队,他们仍携手进行保护性修缮。而像海水蒸馏所这类老建筑,则被巧妙激活:依托其高阔原貌举办临时展 览,斑驳砖墙与现代展板形成历史对话,成为独特的文化交流空间。 如何让历史不再冰冷?甲午战争陈列馆内,一封百年前的 ...
实时观看后厨直播 跨店点多品牌餐饮
Core Viewpoint - Meituan has launched "Raccoon Canteen," an "external food delivery collection store" that emphasizes food safety, supply chain traceability, and standardized management, transitioning from a "traffic distributor" to an "ecosystem builder" in the food delivery industry [1][8]. Group 1: Raccoon Canteen Overview - Raccoon Canteen features real-time kitchen live streaming, allowing consumers to observe food preparation processes, thus enhancing transparency and safety [5][6]. - The initiative has seen the establishment of 10 locations in Beijing, with over 100 quality restaurant brands participating, including well-known names like Quanjude and Lao Xiang Ji [5][8]. - The centralized kitchen model allows multiple brands to share operational costs, reducing the burden on individual merchants [8]. Group 2: Consumer Experience - Consumers can order from multiple vendors simultaneously, eliminating concerns about minimum order requirements and delivery fees [6][8]. - The live kitchen broadcasts have increased consumer confidence in food safety, as they can see the cleanliness and operations of the kitchens [5][7]. Group 3: Merchant Support and Operations - Raccoon Canteen provides a platform for merchants, offering digital management and operational support, including standardized food safety practices [6][7]. - Merchants benefit from pre-installed kitchen infrastructure and can source ingredients directly from over 200 suppliers, ensuring traceability [6][8]. - Daily operations and compliance with food safety standards are documented through a "Food Safety Diary," enhancing accountability [7][8]. Group 4: Industry Impact - The initiative reflects a shift in the food delivery industry towards higher quality competition, focusing on supply chain quality and stability rather than just price and speed [8]. - Meituan's investment in Raccoon Canteen is seen as a response to the oversupply in the restaurant sector, aiming to create a healthier competitive environment and improve food safety standards across the industry [8]. - The company plans to invest in 1,200 Raccoon Canteens over the next three years, aiming to onboard thousands of restaurant merchants to provide safe food delivery options [8].
中外专家探路中拉美绿色发展新机遇
Zhong Guo Xin Wen Wang· 2025-07-09 17:41
Group 1 - The third "China-Latin America Green Future and Civilizational Mutual Learning International Conference" was held in Rio de Janeiro, Brazil, focusing on cooperation opportunities in ecological civilization, green development, energy transition, and ecological governance among China and Latin American countries [1] - Experts emphasized the importance of green finance as a key lever for sustainable development, with Brazil's National Development Bank (BNDES) planning to provide financing for green technology enterprises in 2024 [2] - Latin America possesses rich green energy resources, such as copper, lithium, and iron ore, which are strategically significant for global energy transition, but there is a need to shift from resource dependency to high-value green industry [2] Group 2 - Petrobras is actively transforming into a comprehensive energy company, planning to significantly increase the share of renewable energy in its investment portfolio by 2030, highlighting the potential for cooperation in offshore wind, green hydrogen, and biofuels [3] - The conference included discussions on ecological civilization concepts, biodiversity protection, energy equity transition, green finance innovation, and forest ecological compensation mechanisms, with a consensus on deepening green development cooperation [3][4] - The establishment of a green cooperation think tank network is planned, with the next conference scheduled for 2026 in Beijing to further promote China-Latin America green cooperation [5]
大功率充电设施建设目标划定 缓解新能源车主续航焦虑
Zheng Quan Ri Bao· 2025-07-09 16:13
Core Viewpoint - The Chinese government aims to promote the construction of high-power charging facilities, targeting over 100,000 units by the end of 2027, to enhance service quality and technological applications in the electric vehicle charging infrastructure [1][3]. Industry Overview - The current charging pile market in China is dominated by slow charging, with insufficient penetration of fast charging. The development of fast charging and ultra-fast charging is seen as the future direction for the charging pile industry to alleviate users' range anxiety [2]. - As of March 2025, the cumulative number of charging infrastructure in China reached 13.749 million units, a year-on-year increase of 47.6%. This includes 3.9 million public charging piles, consisting of 1.785 million DC charging piles and 2.114 million AC charging piles [1]. Policy and Guidelines - The recent notification outlines nine specific guidelines to strengthen the planning and management of high-power charging facilities, including promoting the construction of dedicated charging facilities for buses, logistics, and heavy-duty freight [2]. - The notification emphasizes the need for new energy vehicle companies to open their self-built high-power charging networks to ensure fair access and improve the charging service ecosystem [3]. Company Developments - Several listed companies in A-shares have responded regarding their business layouts in the charging pile sector. For instance, Hangzhou Zhongheng Electric Co., Ltd. is one of the earliest companies engaged in the research and production of electric vehicle charging piles, offering a comprehensive range of DC charging products [3]. - Zhejiang Meishuo Electric Technology Co., Ltd. focuses on the development and production of relay control components and related products, including charging piles [3]. Future Implications - The target of exceeding 100,000 high-power charging facilities by 2027 is expected to alleviate users' mileage anxiety and drive the entire new energy vehicle industry towards greater efficiency and convenience [3]. - The industry is anticipated to benefit from technological iterations and improvements in service quality, which will be crucial for the development of the charging pile sector [3].
A股并购重组逻辑正发生深刻变化
Zheng Quan Ri Bao· 2025-07-09 16:12
Group 1 - The A-share market has seen a significant increase in major asset mergers and acquisitions (M&A), with 104 disclosed projects this year, which is 2.17 times that of the same period last year [1] - The shift in M&A logic from "scale first" to "innovation-driven and ecological synergy" reflects a deeper change in the market, emphasizing the importance of acquiring innovative assets such as data, patents, and production processes [1][2] - The current economic environment reveals limitations in traditional M&A strategies focused on scale, prompting companies to seek core technological breakthroughs and innovative ecosystems to gain competitive advantages [1][3] Group 2 - Companies like Haitan Water Group are leveraging M&A to transition from traditional production to new productive forces, particularly in the photovoltaic silver paste sector [2] - The competition among enterprises has evolved beyond single products to a comprehensive contest of entire industrial chains and innovation ecosystems, driven by intensified product homogeneity and price wars [2] - The trend of innovation-driven and ecological synergy in M&A is expected to create a strong demonstration effect, encouraging more companies to engage in M&A, thereby enhancing the overall technological level and optimizing industrial structure [2][3] Group 3 - The chairman of the China Securities Regulatory Commission highlighted the importance of a financial service system that supports technological innovation and industrial transformation, positioning M&A as a key function in optimizing resource allocation [3] - The transformation of A-share M&A logic is both a spontaneous market evolution and a necessary choice for the capital market to support national strategies, aiming to aggregate innovative elements and upgrade industrial ecosystems [3]
鸿蒙智行“第三标”落地“五界”协同发力加速覆盖市场
Zheng Quan Ri Bao· 2025-07-09 16:00
Core Viewpoint - Huawei's HarmonyOS Intelligent Driving ecosystem is expanding, with the recent launch of the new "Xiangjie" car logo, indicating a deeper collaboration with BAIC Blue Valley and a clearer strategic direction for the HarmonyOS Intelligent Driving initiative [1][2]. Group 1: Company Developments - The "Xiangjie" brand, co-created by Huawei and BAIC Blue Valley, targets the administrative sedan market priced above 300,000 yuan [2]. - BAIC Blue Valley has committed 5.532 billion yuan for the development of the "Xiangjie" model, with 700 million yuan allocated from raised funds for three upgraded vehicle products [2]. - The "Xiangjie S9" model achieved sales of 4,154 units in June, leading the sales of new energy sedans priced above 300,000 yuan [3]. Group 2: Strategic Positioning - The HarmonyOS Intelligent Driving ecosystem consists of five brands, including "Xiangjie," which fills a gap in the administrative sedan market, differentiating itself from other models like "Wenjie" and "Zun Jie" [3][4]. - The five brands cover a market range from 100,000 to 1 million yuan, creating a closed loop of high-end (Zun Jie/Xiangjie), mid-range (Wen Jie/Zhi Jie), and entry-level (Shang Jie) vehicles [4]. - Huawei's automotive business has established a clear division of labor with traditional automakers, focusing on R&D, intelligent driving, and marketing, while manufacturers handle production [4].
抢占创新制高点,多个“第一”见证硬实力
Xin Jing Bao· 2025-07-09 14:53
Core Insights - The "14th Five-Year Plan" has led to significant technological achievements in China, including the launch of the first domestically produced aircraft carrier and the first large cruise ship, showcasing the country's innovation capabilities [1] - These achievements are not isolated incidents but are the result of a long-term strategic plan combined with incremental breakthroughs in various sectors [2] Group 1: Innovation Ecosystem - The success of these technological milestones relies on a multifaceted innovation ecosystem, including policy support, capital investment, talent cultivation, and collaboration between academia and industry [2] - China's vast market, with over 1.4 billion people, serves as a fertile ground for innovation, providing a testing ground for new technologies and accelerating their development [2] Group 2: Policy and Financial Support - The Chinese government has significantly increased fiscal support for technological innovation, with tax reductions and refunds amounting to 636.1 billion yuan from January to May this year [3] - Specific policies aimed at high-tech enterprises, such as a reduced corporate income tax rate of 15%, have provided strong incentives for innovation [3] Group 3: Global Collaboration - The achievements in technology are also a product of global collaboration, emphasizing that self-innovation does not equate to isolation [4] - The C919 aircraft's compliance with international airworthiness standards marks a shift from domestic production to international integration in the aviation sector [4] - The movement of innovation elements across regions, such as from Beijing's "unicorn" companies to Shenzhen's cross-border innovation platforms, highlights the interconnected nature of the innovation ecosystem [4]
【腾讯音乐(TME.N)】持续构建内容生态,创新订阅模式及功能——业务更新点评(付天姿/杨朋沛)
光大证券研究· 2025-07-09 14:25
点击注册小程序 查看完整报告 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 近期腾讯音乐在对外投资、订阅功能创新尝试方面布局较多: 1、全资收购喜马拉雅,完善长音频布局 6月10日,腾讯音乐宣布与喜马拉雅及相关方签署合并协议,拟以:1)12.6亿美元现金,2)不超过腾讯音乐A 类普通股总股本5.1986%的新股,以及3)向创始股东发行不超过腾讯音乐 A类普通股总股本0.37%的新股为对 价,全资收购喜马拉雅。喜马拉雅作为长音频的领军平台,23年全场景月活用户超3.03亿,在有声书、知识付 费、播客等方面有很强的竞争力;本次收购后,腾讯音乐将获得喜马拉雅庞大的音频内容库,形成"音乐+长 音频"的内容矩阵。 2、强化K-POP版权优势,构建差异化壁垒 5月27日,韩国娱乐巨头HYBE宣布将持有的全部SM娱 ...
第一财经启动独角兽企业调研,聚焦企业“十五五”期间发展需求
Di Yi Cai Jing· 2025-07-09 14:25
Group 1 - The core focus of the research is to understand the needs and achievements of unicorn companies in areas such as technological breakthroughs, business expansion, resource collaboration, and continuous innovation during the "14th Five-Year Plan" period [1][10] - The research team has been actively visiting companies in innovation hubs like Zhangjiang, Minhang, and Xuhui since June to gather insights on their demands and accomplishments [1][10] Group 2 - Many companies reported that AI is a core driver of their business development, with significant investments being made, although there are challenges in acquiring high-quality, scenario-based data [5] - The surveyed companies span various industries, including smart hardware, semiconductors, robotics, and sports services, and have established competitive advantages in Shanghai due to its industrial clusters and talent resources [5] Group 3 - Global expansion has become a strategic choice for many unicorn companies, with some preparing to enter overseas markets while expressing concerns about high initial costs and complex local regulations [7] - Companies are seeking comprehensive government support for overseas expansion, including professional consulting, efficient intermediary services, targeted financial subsidies, and operational support in overseas parks [7] Group 4 - The concept of "ecological collaboration" is frequently mentioned by management, highlighting the need to break down industry barriers and promote open protocols and unified standards for high-quality development [7] - Addressing the expectations of companies regarding overseas support, ecosystem building, data provision, and policy optimization is crucial for unlocking the potential of Shanghai's unicorns and driving high-quality industrial development [10]
国网甘肃电科院:守护祁连生态屏障 筑牢电网环保防线
Core Viewpoint - The successful completion of the 110 kV power line project in Gansu Zhangye, which traverses the Qilian Mountain National Nature Reserve, emphasizes the importance of balancing ecological protection with regional economic development [1][2]. Group 1: Project Overview - The project aims to address the urgent need for an upgraded power supply to the Qiqing Industrial Park in Zhangye, which is hindered by the existing power grid's limitations [1]. - The construction site is located at an altitude of nearly 3000 meters, requiring careful environmental and water conservation measures due to its proximity to a protected ecological area [1][2]. Group 2: Environmental Protection Measures - The project incorporates high-span design to minimize the impact on the environment, and construction is scheduled to avoid the wildlife breeding season [1]. - Special funds have been allocated for post-construction vegetation restoration, ensuring that ecological integrity is maintained throughout the project lifecycle [1]. Group 3: Technical Supervision and Challenges - The Gansu Electric Power Research Institute has implemented comprehensive technical supervision to ensure that environmental protection measures are effectively executed on-site [2]. - Despite challenging weather conditions and high-altitude difficulties, technical personnel have conducted thorough inspections of 28 tower sites to assess the implementation of water conservation measures [2].