一、开启搜渠模式 一般印象中，用地图描绘一片年均降水量不足50毫米的内陆干旱区域，代表荒漠的焦黄似应是其理所当然的主色调。2009年1月笔者在清华大学水 利系观看《甘肃省疏勒河流域灌区图》的经历颠覆了这样的刻板认识：两米多长、一米多宽的巨大图幅中，密如蛛网的渠系、星罗棋布的水库塘 坝以巨大的压迫感扑面而来，蓝色的线条与色块牢牢占据画面中心，这片河西走廊西端的广袤大地在此完全变成陌生的样子。图中贯穿左右的最 醒目连续线条不再是标记兰新铁路、连霍高速公路或312国道等交通线，疏勒河水系渠线构成的坐标体系定义了一种前所未见的空间关系。文献 中"华戎所交一都会"的敦煌在此具象为由党河灌区大小渠网编织成的绿洲，诗篇中被反复吟唱的阳关则是库姆塔格沙漠边缘一块被渠道与水塘簇 拥的高地。甚至图中的等级秩序也自成一体，依据区划中心级别而被赋予不同符号字号的大小城镇显然居于次要地位，位于总干渠与河流的交汇 处而被醒目标记的水利枢纽、以逐渐细微的字体依次标注出的各级分水闸门才是绝对主角，它们以陌生的名字与远离聚落的姿态与熟悉的河西走 廊保持着距离。 自此而后，历代"以渠为纲"的灌区地图引发了笔者的浓厚兴趣。凝视代表各种天然或人工水 ...

Core Perspective - The article discusses the centenary exhibition "Surrealism, First and Forever" at the Pompidou Center, commemorating André Breton's "Manifesto of Surrealism" published in 1924, highlighting the enduring spirit and unfinished goals of surrealism [1][3][24]. Group 1: Historical Context - Surrealism emerged between the two World Wars as a significant cultural movement in Europe, described by Walter Benjamin as a snapshot before the cultural catastrophe [2]. - The movement quickly spread globally, influencing various cultures, including China during its New Culture Movement [2]. Group 2: Exhibition Design and Themes - The exhibition is designed as a "maze" to reflect the spatial concepts of surrealism, featuring thirteen themes such as "The Path of Dreams" and "Monsters" [9][12]. - The entrance of the maze is modeled after a monstrous mouth, symbolizing the entry into a dream space, reminiscent of historical surrealist venues [13]. Group 3: Key Works and Artists - The exhibition prominently features Breton's original manuscript of the "Manifesto of Surrealism," emphasizing its philosophical and revolutionary significance [21][24]. - Max Ernst's works are highlighted, particularly his series "Woman: 100 Heads," showcasing the theme of unexpected encounters in surrealism [29][31]. Group 4: Surrealism's Legacy and Influence - The article reflects on surrealism's role as a necessary entry point for avant-garde dreams, suggesting that it remains relevant in contemporary discourse [3][24]. - The relationship between surrealism and political movements is explored, indicating that surrealism has historically been intertwined with revolutionary ideals [24][26].

今年以来， D S 、国产人形机器人的集体亮相，极大提振了投资者对中国科技的信心，在资本市场 也掀起了较大的波澜。对于科技股而言，摆在投资者面前的，或许从来不是投或不投的选择题，而是 应该怎么投的必答题。 对于这个问题，无论是卖方研究，还是买方机构，今年都在尝试给出自己的回答，尤其是一些公募基 金公司，纷纷 "组团出道"，向外界全面展示自家科技投研团队的最新研究成果和投资方法论。 日前，来自财通资管的 9 位资深科技投研人员，以"投资中国科技的底气"为主题开展了一场线上直 播，就市场普遍关心的热门话题，比如半导体、人工智能、智能驾驶、人形机器人、 A I 应用等领域 的产业趋势、投资机会，分别从各自擅长的领域分享了自己的观点和看法，从中不难看出他们研究的 深度、广度和颗粒度。 据了解，财通资管权益公募团队中，目前拥有多位主投科技成长方向的基金经理，比如硬核科技左侧 选手包斅文、偏好中上游通用型环节的均衡选手李晶、主投机器人等先进制造领域的新生代基金经理 徐竞择等。同时，在财通资管超 2 0 人的权益研究团队中，泛科技方向的研究员达 9 位。 在财通资管投研团队看来，研究的深度决定了认知的高度，最终会影响到投资 ...

Core Viewpoint - The "Photovoltaic + Fishery" model developed by Jiangsu Academy of Agricultural Sciences represents an innovative approach to integrate renewable energy generation with aquaculture, addressing land resource constraints while promoting sustainable development and rural revitalization [1][5]. Group 1: Innovation and Development - The "Photovoltaic + Fishery" model combines photovoltaic power generation with modern aquaculture, allowing for efficient use of water surfaces without compromising ecological functions [1][2]. - The research team collaborates with leading renewable energy companies to establish a green production system for aquaculture, focusing on optimizing resource utilization and disease prevention [2][5]. Group 2: Technical Standards and Guidelines - A set of technical standards has been established for the construction of photovoltaic fishery ponds, covering site selection, planning, and construction processes [3]. - The standards emphasize the importance of operational maintenance and training to ensure the long-term stability of photovoltaic fishery systems [3]. Group 3: Future Prospects - The innovative model is being promoted across Jiangsu, with plans to deepen cross-disciplinary research and develop sustainable, low-carbon growth models for different regions [5].

6月，又是一年一度的高考季。 前几天，教育部公布了，2025年全国高考报名人数——1335万人。 相较于去年的1342万人，减少了7万人。 这是2017年以来，高考报名人数首次减少。 高考填志愿，未来哪几个专业增速最快呢？ 下面我们一起聊一聊吧！ 高考人数8年来首降主要有这四个原因 1、适龄人口自然减少 今年的高考生，对应的是出生于2006-2007年的人口，而这两年的出生人口分别为1581万和1591万，均低于之前（2000-2005年）1599万 - 1771万的出生规 模。 人口基数的减少，就直接导致了今年考生人数的下降。 相信很多朋友比较好奇，为什么一直上涨的高考人数，突然就下降了。 这中间到底发生了什么？ 未来几年，高考人数还会下降吗？ 2、统计口径发生调整变化 之前统计高考报名人数里，包含了中职单招和专升本等考生。 比如： 2021年河南省统计的高考人数中，中职与专升本的考生，就占比超过了 30%。 而今年，部分省份对统计高考人数的口径做了调整，这也导致2025年高考人数有所下降。 3、复读生规模有下降趋势 去年高考人数1342万人中，复读生就有小几百万人。 可见，复读生也是高考大军中的一大派。 ...

文 | 《好博会》报道组 徐苑蕾 【人物】 牧疆山负责人 刘尧 【 TA 说】 当传统生鲜电商困于价格内卷时，用跨境直发或许可以撕开一条新路。不久后，当消费者 能更快收到更新鲜的全球生鲜时，这场始于榴莲的供应链革命，才真正显现其颠覆性价值。 5 月初，快手主播 " 太原老葛 " 的直播间里，一场关于榴莲的 " 甜蜜革命 " 悄然上演。 约 20 万单泰国尖竹汶榴莲被抢购一空，但这些榴莲并未像往常一样辗转于国内批发市场， 而是从泰国果园当天采摘当天发货——在经过泰国农业部检验和快速清关后，直接登上包机 专列，全程恒温跨越国境，最快 5 天内送达至中国消费者手中。 这场直播背后，是牧疆山供应链联合快手电商、顺丰等多方打造的首个榴莲跨境直发项目， 将传统 15 天的链路彻底压缩，品退率从行业平均 10% 降至 2% 左右，让全国消费者都 能吃到泰国的树熟榴莲。 高端货，价格要亲民！ 榴莲供应链的"温控革命" 榴莲被称为 " 水果刺客 " ，不仅因为价格，更因供应链难题。"跨境生鲜供应链链路上以 大宗贸易为主，不可避免在某个环节会出现失温的问题。"牧疆山负责人刘尧称。 牧疆山是一家年营业额约 5 亿的供应链企业，业务 ...

Core Insights - The fishing tackle industry in Weihai, known as the "Fishing Tackle Capital of China," has over 1,000 production and supporting enterprises, employing nearly 50,000 people, with an annual output value exceeding 10 billion yuan [1][3] - Weihai's fishing tackle industry has established a complete industrial chain covering raw materials, manufacturing equipment, components, and finished products, making it a global hub for fishing tackle research and manufacturing [1][3] - Continuous innovation is a key factor driving the industry, with companies like Weihai Guangwei Outdoor Equipment Co., Ltd. focusing on personalized customization and allocating 5% of sales revenue to R&D annually [1][2] Industry Transformation - The Weihai fishing tackle industry is undergoing a "smart manufacturing revolution," transitioning from labor-intensive production to automated processes, significantly improving efficiency and product quality [2] - Automation in production has led to a 20% improvement in product quality and a reduction of labor costs by two-thirds, as demonstrated by companies like Shandong Handing Sports Goods Co., Ltd. [2] - The use of advanced technology in components, such as high-precision digital printing for fishing lures, has resulted in a 50% increase in sales volume in the first quarter compared to the same period in 2024 [2] Global Market Position - Weihai Guangwei Outdoor Equipment Co., Ltd. holds an 1/8 share of the global fishing tackle market, exporting 8.6 million fishing rods last year, with an export value growth of 18.7% [3] - The city produces 40 million fishing rods annually, accounting for over 60% of the global market share, with more than 700 local companies exporting products worldwide [3] - Weihai Customs has implemented policies to facilitate exports, resulting in a 16.9% year-on-year increase in product exports, reaching 3.54 billion yuan last year, with a 21.2% increase in the first quarter of this year [3]

Core Insights - The chairman of Qikai Asset, Zhong Weiwei, expresses a strong optimism for the technology industry revolution, particularly in artificial intelligence, humanoid robots, and consumption in the two-dimensional and IP sectors [1][4] Investment Philosophy - Zhong Weiwei emphasizes a grounded investment approach, focusing on fundamental research and ensuring that his investments allow for peace of mind [3] - His investment philosophy was reshaped by recognizing the information advantages held by top-tier capital, leading him to refine his focus on companies within his capability circle [3] Market Analysis - The global economic landscape is undergoing significant changes, with a trend of "East rising, West falling," indicating unprecedented opportunities for the Chinese capital market [4][5] - Western economies are facing challenges such as high inflation, heavy debt burdens, and structural imbalances, which are impacting corporate profitability and consumer purchasing power [4][5] Chinese Market Strengths - China's economy demonstrates resilience and vitality, with R&D spending exceeding 3.5 trillion yuan in 2024, accounting for 2.65% of GDP, and leading in several technological fields [5][6] - The influx of global capital into China is accelerating, with significant increases in northbound capital transactions and the scale of social security funds [5][6] Sector Opportunities - The artificial intelligence and humanoid robot sectors are experiencing rapid advancements, with numerous companies launching innovative products and attracting substantial capital [7][8] - The new consumption wave, particularly in two-dimensional and IP consumption, is gaining momentum, evidenced by successful marketing campaigns and strong sales figures [7][8] Future Outlook - Zhong Weiwei anticipates that the investment landscape will continue to evolve, with a focus on high-end manufacturing sectors such as semiconductors, artificial intelligence, and new energy [9][10] - He advises investors to maintain a rational perspective, conduct thorough research on business models, and be prepared to capitalize on opportunities when market sentiments diverge from intrinsic value [9][10]

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 用空间换算力；用带宽换算力；用能源换算力……用一切换算力。 作 者 丨 熊剑辉 华商韬略出品 丨 ID：hstl8888 2025年1月15日，中国AI大模型DeepSeek R1刚一问世，便震动全球。 袁进辉算了一笔账：动用80台英伟达H800服务器，单月花费五六百万，风险很大。 但眼见着 DeepSeek 越来越火爆，全世界的AI团队都争分夺秒，连英伟达也亲自下场。 针对DeepSeek，全世界展开了一场龙争虎斗。 可仅仅2周之后， 2月1日（大年初四），华为云就联合硅基流动基于昇腾云推出DeepSeek R1/V3，引爆全网。 从模型到算力，从引擎到框架，全面实现国产化。 这其中，DeepSeek和华为自不用说。硅基流动作为一家AI Infra（AI基础设施）企业，则是清华 博士袁进辉2023年刚创立的创业公司。 创业公司往往嗅觉极度灵敏。 其实，早在DeepSeek V3发布前一个月，DeepSeek创始人梁文锋就找到袁进辉，问他要不要部 署？ 时间不等人，硅基流动火速找到华为云。双方一拍即合，决心大干一场，希望能用 ...

01 前两天，我坐国航，从北京飞上海。 刚系好安全带，空姐走过来提醒："女士，我们这架航班配有机上Wi-Fi服务。" 我愣了一下。 不是因为她态度好，而是因为这在中国境内航线上堪比刮中了彩票。 起飞后，我激动地连上Wi-Fi，打开小红书，想起飞前刷几条段子助眠。 结果，转圈圈，黑屏，缓冲。几分钟过去，视频还没加载出来。 我一边傻等，一边看空乘已经推完一轮饮料服务。旁边大哥水都续了第二杯了，我第一条笔记还没打开。 我甚至怀疑，飞机都快飞到上海了，网还卡在首都机场T3航站楼。 但你别笑。能上网，已经是国内航班的稀有特权了。 根据民航系统数据，中国目前只有大约6%的飞机支持Wi-Fi服务。 能连上是幸运，能连上还能用，那就算开了挂。 这趟"慢网"飞行让我从期待到郁闷，直到下飞机刷新闻时，看见一条让我差点坐回登机口的消息： 到底谁更懂现代旅客的心？还真就挺难评的。 美联航已经启用了首批星链Starlink航班，用马斯克的星链技术，提供高速、低延迟、全程覆盖的空中互联网。 最离谱的是，美联航前程万里会员免费用。不加钱！不加钱！不加钱！ 公开信息显示，美联航这次不玩虚的，直接把星链装进了自家300多架支线飞机，年底前装完 ...