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救命大药 救命大钱
雪球· 2025-05-21 08:44
风险提示:本文所提到的观点仅代表个人的意见,所涉及标的不作推荐,据此买卖,风险自负。 作者: 纸上谈钱 来源:雪球 01 救命大药 : 中国创新药公司正不可阻挡的崛起 作为医药企业 , 能够提供改善患者疾病的产品 , 是永远的主题 。 我知道迄今为止 , 仍有太多的人怀疑 中国的创新药公司产品力不够 , 知识储备不够 , 技术不够 , 人才不够等等等等 。 但是 , 我仅仅提供 以下几个例子 : 百济神州为什么营业额从2022年95亿 , 2023年174亿 , 2024年272亿 , 到2025年的指引380亿 , 以 每年百亿级别的跨度在前进 。 如果你真的体会了泽布替尼对患者的帮助 , 你就明白了 , 简单说 , 服用 泽布替尼的患者 , 普遍生存周期超过了5年 , 部分患者甚至痊愈了 。 这是多么令人欢欣鼓舞的消息啊 。 不仅仅百济神州 , 请继续看以下几个例子 : 这是远大医药 。 这是荣昌生物 这是科济药业 , 丝毫不吹牛的说 , 本人两年前就已经明白了科济产品的恐怖 , 但是我总是担心中国的支 付能力 , 因此今年错过了10倍的大牛股 , 为此 , 我每天都在打自己几个耳光 , 我他妈得是有多蠢 ...
冰雪行业“十五五”市场战略研究及投资建议可行性评估预测报告(2025版)
Sou Hu Cai Jing· 2025-05-21 02:12
Group 1 - The core viewpoint of the report is the historical development and current status of the global snow industry, highlighting its evolution from the mid-19th century to the present, with a focus on the growth of indoor snow facilities in countries lacking natural snow resources like China [2][4]. - The snow industry originated in the Alpine region in the mid-19th century, with significant development occurring after the first Winter Olympics in the early 20th century, leading to a boom in ski resort development in Switzerland and Austria [2][3]. - The snow industry experienced rapid growth in Europe and North America during the 1960s, followed by expansion into Asian markets in the 1970s, marking a phase of comprehensive expansion [3]. Group 2 - The current state of the snow industry indicates that outdoor ski resorts remain the primary business model, while countries like China are increasingly developing indoor snow facilities to tap into the snow consumption potential [4][5]. - As of April 2022, 68 countries have equipped outdoor ski resorts, with 62 located in the Northern Hemisphere, indicating a concentration of snow resources in this region [4]. - The global snow industry market size was approximately $136.53 billion in 2019, dropping to $66.22 billion in 2021 due to the pandemic, but is expected to recover to $95.03 billion in 2022, reflecting a year-on-year growth of 37.81% [4][5]. Group 3 - The number of ski resorts globally has shown a slight increase, with 5,764 resorts reported at the end of the 2021-2022 season, recovering from a dip during the pandemic [5]. - The number of participants in the global snow industry has stabilized, returning to pre-pandemic levels with 350 million participants in the 2021-2022 season, following a decline during the pandemic years [5][6]. - The Alpine region remains the most developed area for the snow industry, hosting 771 large ski resorts, which account for 37% of the global total, and attracting a significant portion of industry participants [6]. Group 4 - The market penetration rate for skiing is relatively saturated in Europe, with countries like Switzerland and Austria having rates of 35% and 34% respectively, while China's penetration rate is only 1%, indicating significant growth potential [6]. - The report emphasizes that the rapid development of the snow industry in China presents a new growth opportunity, as the country seeks to expand its snow sports market [6]. - The report outlines the future trends and investment opportunities in the snow industry, particularly during the "14th Five-Year Plan" period, which is expected to drive further growth and innovation [18][21].
来这个国内荔枝顶流打卡地,一站式get到高州优质农特产品
Nan Fang Nong Cun Bao· 2025-05-21 02:04
来这个国内荔枝 顶流打卡地,一 站式get到高州 优质农特产品_ 南方+_南方plus 区,为茂名特色 农业产业搭建了 交流互动、产销 对接的平台。其 中,设置在二楼 的高州馆,吸引 了参加大会众多 嘉宾客商们的关 注。 据悉,作为行业 交流与合作的重 要平台,中国荔 枝产业大会会址 每年吸引全国各 "这是我们今天 早上刚摘的荔 枝!高州馆作为 对外展示的窗 口,每年都吸引 着不少游客的到 来。"高州市乡 村振兴消费帮扶 馆负责人丁永钦 表示。 2025年茂名荔枝嘉年华上,高州馆"盛装"迎客。 5月19日,2025 年茂名荔枝嘉年 华在中国荔枝产 业大会会址(根 子镇)启动。大 会期间,设置茂 名农特产品展示 高州馆内宾客络绎不绝。 高州荔枝产量占 广东产量的四分 之一,占全国产 量的八分之一, 占全球产量的十 分之一。全球每 10颗荔枝就有1 颗是来自高州。 2021年广东荔 枝"12221"市场 体系建设总结大 会,高州荔枝区 域公用品牌价值 达122.2亿元, 地的专家学者、 企业代表齐聚一 堂,共同探讨荔 枝产业的发展方 向,推动荔枝产 业不断向前迈 进。荔枝是茂 名"五棵树一条 鱼一桌菜"产业 布局 ...
首站在上海 是最好的选择 西九文化周走出香港 期待进一步深化沪港文化交流合作
Jie Fang Ri Bao· 2025-05-21 01:57
Group 1 - The core viewpoint emphasizes the importance of cultural exchange and cooperation between Shanghai and Hong Kong, highlighting the potential for mutual benefits through collaboration [1][4]. - The West Kowloon Cultural District's initiative to host the West Kowloon Cultural Week in Shanghai is seen as a strategic move to deepen cultural ties, leveraging Shanghai's openness and diversity [2][3]. - The success of Cantonese performances in Shanghai indicates a strong acceptance of diverse cultural expressions among Shanghai audiences, reflecting the city's international character [2][3]. Group 2 - The concept of "diversity" is central to the development of cultural activities, which are viewed as essential for enriching urban life and driving economic growth [3]. - The significance of intellectual property (IP) in the cultural sector is highlighted, with successful exhibitions generating substantial economic returns, demonstrating the commercial potential of cultural activities [3]. - The complementary nature of Shanghai and Hong Kong's cooperation is emphasized, suggesting that healthy competition can lead to greater achievements for both cities [5].
海南将组团亮相深圳文博会
Hai Nan Ri Bao· 2025-05-21 01:27
Group 1 - The core theme of the exhibition is "Cultural Empowerment of the Free Trade Port" showcasing Hainan's unique cultural charm and achievements in cultural construction [2] - Hainan's exhibition will focus on innovative practices in historical culture preservation, revolutionary culture inheritance, marine culture exploration, and folk culture revitalization [2] - A total of 29 cultural-related units from Hainan will participate, displaying unique cultural products such as Li brocade, Li pottery, coconut carvings, and more [2][3] Group 2 - The exhibition will feature a series of cultural activities, including performances of classic ballet, Li brocade fashion shows, and traditional songs, allowing audiences to experience Hainan's cultural allure [2] - To promote transactions within the exhibition, Hainan will offer gifts for purchases over 300 yuan, including exquisite cultural gifts and interactive quiz prizes [3] - The participation aims to promote Hainan's cultural industry on a national platform, facilitating cultural product transactions and project investments [3]
特写|茂名“喊全球来吃荔枝”:十万电商上阵,00后要一天卖百单
Sou Hu Cai Jing· 2025-05-20 13:34
Core Viewpoint - The article highlights the significance of Maoming as a major hub for lychee production, emphasizing its cultural heritage and economic potential through the annual Maoming Lychee Carnival and various promotional activities aimed at boosting sales and brand recognition [1][3][4]. Industry Overview - Maoming is recognized as the world's largest contiguous lychee production base, contributing to one out of every five lychees globally [1]. - The city is actively integrating agriculture, transportation, culture, tourism, and commerce, leveraging lychee as a cultural symbol and economic driver [3][4]. Economic Initiatives - The 2025 Maoming Lychee Carnival launched a sales plan with over 3 million yuan in e-commerce consumption vouchers and initiated the "100,000 E-commerce Selling Lychee" campaign for the fifth consecutive year [1][16]. - The lychee industry in Maoming achieved a total output value exceeding 12 billion yuan, with a planting area of 1.4184 million acres and a production volume of 502,100 tons, even amidst a national reduction in lychee production [6][8]. Technological Advancements - Maoming is developing a "Silicon Valley" for lychee breeding, focusing on the protection and innovation of lychee genetic resources, with a national lychee germplasm resource nursery housing over 3,500 plants [6][8]. - New preservation technologies have been introduced to extend the shelf life of lychees, addressing historical challenges in maintaining freshness during transportation [8]. Cultural Significance - The lychee has deep historical roots in Maoming, with references dating back to the Han Dynasty, showcasing its cultural and historical importance [9][11]. - The city is home to ancient lychee trees, some over a thousand years old, recognized as important agricultural cultural heritage [11]. Market Trends - The search interest for lychees on e-commerce platforms has surged, with data indicating that the search volume for lychees on JD.com is 1.8 times that of strawberries and 1.3 times that of durians [16]. - Maoming has over 4,000 e-commerce businesses and 10,000 micro-businesses, with e-commerce channels offering prices 10% higher than traditional channels [16].
300余匹骏马将聚首香格里拉赛马会 共谱“马背文化盛宴”
Zhong Guo Xin Wen Wang· 2025-05-20 09:06
中新网昆明5月20日电(白玲)作为迪庆藏族自治州最具代表性的民族文化盛事,2025年迪庆·香格里拉赛 马会"策马逐梦感恩奋进"主题系列活动将于端午节期间5月31日至6月2日在香格里拉市举行。活动邀请 了昆明、怒江等州市的省内马队和西藏、四川、甘肃、内蒙古等省外马队前来参加,预计报名参会马匹 将超过300匹。 香格里拉赛马文化历史悠久,可追溯至吐蕃时期的烟祭节。清雍正年间(1724年),清军演武与端午习俗 逐渐融合,形成延续至今的"五月赛马会"。2013年,该赛事被列入云南省第三批省级非物质文化遗产名 录,成为鲜活的民俗文化瑰宝。 赛马比赛汇聚顶级骑手和稀有马种,竞赛项目除1000米、3000米、5000米速度赛,1000米、3000米走马 (步伐)赛,以及跑马拾哈达、跑马射箭两项马技赛外,还设有射箭、射弩两项民族传统体育项目赛。 6月10日, 参赛选手在开幕式上进行马术表演。中新社记者 李嘉娴 摄 据迪庆州文旅局统计数据显示,2025年,"五一"期间,迪庆州累计接待游客112万人次,同比增长 43.14%;实现旅游总收入10.79亿元,同比增长59.14%。(完) 除此之外,还将举办首届香格里拉越野赛,邀请精 ...
【新能源周报】新能源汽车行业信息周报(2025年5月12日-5月18日)
乘联分会· 2025-05-20 08:29
点 击 蓝 字 关 注 我 们 目 录 4、河南省人民政府办公厅印发《河南省促进民营经济高质量发展行动计划》 5、浙江平湖市人民政府印发《平湖市推动经济高质量发展若干政策(2025年版)》 6、5 或 3 万元/桩! 重庆下发超充基础设施建设奖励办法 7、山东任城区:推动"僵尸企业"和"僵尸桩"有序退出机制,提升安全运行水平 8、7920 万元! 重庆市下达 2025 年县域充换电设施补短板试点县预拨奖励资金 9、广东省发展改革委发布关于新能源汽车向电网放电上网电价问题的批复 10、江苏苏州市政府印发《苏州市推动智能车联网和新能源汽车产业发展的若干措施》 政策信息 1、山西大同:积极推广换电重卡,加大充换电设施建设的用地、资金等支持力度 l I I、日雨|间晏电动汽牛允电仕允厌电服务仪费怀佳(个古电费) 12、国家数据局:着力发展智能网联新能源汽车等新一代智能终端及智能制造装备 13、中共中央、国务院:公务用车集中采购,应当选用国产汽车,优选新能源 行业信息 2、贵州省能源局发布关于公开征求《贵州省电力需求响应交易方案(2025年版) (征 求意见稿)》意见的通知 3、四川:支持企业攻关大中型无人机、载人 e ...
鸡西市:哈洽会参展企业绘就经贸合作新蓝图
Zhong Guo Fa Zhan Wang· 2025-05-20 07:48
Group 1 - The 34th Harbin International Economic and Trade Fair showcased Jixi City with a theme of "Graphite Capital, Poetic Jianghu," featuring a 150 square meter exhibition hall that highlights local industries and cultural characteristics [2] - A record number of over 80 enterprises from Jixi participated, covering various sectors such as industrial manufacturing, technological innovation, bio-economy, digital economy, mineral economy, green food, and cultural tourism, with nearly 300 exhibits on display [2] - The exhibition focused on "special, refined, unique, and new" products, presenting achievements through physical displays and models, while also promoting cooperation with Russian cities and enterprises [2][3] Group 2 - Jixi organized seven major supporting activities during the fair, the highest number in its history, including a conference on building "China's Acanthopanax Capital" and promoting high-quality development in the biopharmaceutical industry [3] - Governmental discussions were held with cities from Russia and Kyrgyzstan to deepen international cooperation, alongside a series of promotional and live-streaming events [3] - The exhibition integrated cultural performances and local specialty product displays, achieving a deep fusion of exhibition, discussion, and negotiation [3]
力盛体育“三赛同周”引爆体育市场,品牌影响力持续扩大
Xin Lang Cai Jing· 2025-05-20 07:41
Core Viewpoint - Lisheng Sports has successfully organized three major national-level sports events within the same week, showcasing its strong capabilities in sports event management and enhancing the value of sports IP in China [1][4]. Group 1: Event Highlights - The China Professional Golf Tour Chongqing Open, exclusively operated by Lisheng Sports, featured 144 top players from 17 countries, with local champion Zhou Yihan winning the title and becoming the first "Four-time Champion" in the tour's history [2]. - The China GT Supercar Championship held at the Shanghai International Circuit showcased 29 cars and over 50 drivers, concluding with a dramatic finish decided by just 0.2 seconds, highlighting the excitement of motorsport [2]. - The CKC China Karting Championship in Guangzhou attracted nearly 100 participants across various age groups, demonstrating the growing popularity and competitive spirit in karting [3]. Group 2: Company Strategy and Market Position - Lisheng Sports is recognized as a leading operator in automotive sports and a pioneer in the marketization and digital transformation of the sports industry in China, managing high-profile events and developing a comprehensive sports IP ecosystem [4]. - Recent government policies aimed at supporting the high-quality development of the sports industry present new opportunities for growth, which Lisheng Sports is actively pursuing through strategic partnerships and resource integration [4]. - The company has entered a strategic partnership with the China Golf Association to exclusively promote the China Men's Professional Golf Tour, capitalizing on the expanding market for golf, projected to grow from approximately $13.12 billion in 2025 to $19.7 billion by 2034, with a CAGR of 4.15% [5]. Group 3: Upcoming Events - Lisheng Sports is set to host the FIA Formula E World Championship in Shanghai from May 31 to June 1, 2025, which is expected to attract significant attention due to its focus on environmental sustainability and innovation in motorsport [5].