近期南方出现大范围降水，降雨将持续至24日，此次降水强度大、范围广，并伴有强对流天气，且强降 雨区域与前期降水偏多区域重叠度高。对于北方来说，降雨主要集中在21日至22日，将覆盖前期降水偏 少、气象干旱严重的甘肃、陕西、河南等地。 今天（5月22日），我国江汉、江南、华南地区进入本轮（21日至24日）大范围降水最强时段，多地因 暴雨登上热搜。其中，武汉在发布暴雨红色预警后，又多次更新发布暴雨红警，并首次发布"城市暴雨 临灾警报"。为何会出现此次大范围降雨？中央气象台首席预报员张涛就此轮天气过程进行解读。 今天（5月22日），武汉市气象台在4时19分发布暴雨红色预警后，又在13时59分、14时51分等时间多次 更新发布暴雨红色预警，预计今天下午到上半夜，武汉中心城区大部街道强降雨持续，局地累计雨量可 达200毫米以上。明天早晨降雨逐渐减弱。 此外，今天15时50分，武汉还发布了"城市暴雨临灾警报"，警报显示，过去1小时洪山区洪山街道、珞 南街道，武昌区南湖街道已出现70-90毫米降雨，降雨仍将持续，城市积涝风险极高，注意防灾避险。 据当地报道，暴雨临灾警报是湖北省气象局今年推广应用的一项新的警报产品，根据天气实 ...

恒丰银行党委委员、副行长房毅日前表示，随着2024年11月《银团贷款业务管理办法》的实施，我国银 团贷款业务正迎来三大战略机遇，这些变革为银团贷款业务从规模扩张向质量跃升提供了关键支撑。 "恒丰银行将加强银团贷款的专业筹组能力，合理科学设计银团融资结构；推动银团贷款转让交易业务 健康发展，进一步活跃银团贷款二级市场；强化风险管理，牢牢守住不发生系统性金融风险底线。"房 毅说，恒丰银行将借助银团贷款，持续服务重大战略、重点领域和关键产业。 （文章来源：新华财经） "作为多层次金融服务的重要载体，银团贷款在践行国家战略、护航重大项目、优化风险配置等方面展 现出独特价值。"房毅说，回望银团贷款发展历程，在监管部门的悉心指导和金融同业的良性互动下， 我国已构建起独具特色的银团市场体系，正迎来三大战略机遇。一是投向结构将向高新技术制造业、高 端装备制造业和绿色产业等领域转变，银团贷款投向将更多元，更契合我国经济高质量发展转型方向； 二是市场生态向多层次演进，"分组银团"等创新机制为中小银行开辟了差异化参与项目的路径；三是流 动性建设取得重大突破，份额转让机制的创新将激活二级市场活力与动能。 据介绍，截至2024年末，我 ...

接下来结合盘面来跟大家说说我对今天的理解。首先一点指数最近调整完确实继续向上，但是要记得最 近的成交量一直维持万亿出头，那其实从变盘的角度上来说，要向下变盘的概率更大，情绪上昨天也有 冰点，今天也是冰点，那明天如果在冰点偏薄一点了，这两天应该是多防守，容错率太低，炸板率今天 高达40%以上，要思考，如果指数继续向下到20日均线附近，个股也不会太好过的。前期的抱团票上目 前还没有出现跌幅达到30%以上的，中意达目前整体调整20%左右。从高位股下杀的幅度上来说，高位 票从高位下杀30%左右，可以适当去博弈核心票的反抽预期。 因为调整也不会是直接一路向下，过程也会有反复，而永安乐山王子还有丽君今天扛住了退潮，现在是 抱团活口，想博弈的也是走穿越，但是博弈穿越的性价比，我之前也跟大家说过纯赌，要不平铺要不放 弃。昨天北郊的锦波在短线这里热度太高了，今天直接被吹死了，所以北郊也直接开崩。当下节点不 明，有天地也有地，天退潮期中很正常，有些看似的机会也很容易误导，就比如正中的走势就坑过不少 人，仍然操作上试错，小心出手，控制回撤，该空仓时空仓才能磨练自己的性格。 （原标题：和讯投顾李嘉乐：情绪退潮指数调整下周还有端午节， ...

Core Insights - The article highlights the emerging opportunities for Chinese brands in the automotive aftermarket to expand internationally, particularly in Southeast Asia, the Middle East, and Europe, driven by increasing demand and technological innovation [2] - It discusses the trend of Chinese companies adopting a "group out" strategy to mitigate risks associated with globalization, emphasizing collaboration and resource sharing among enterprises [5] - The article also explores the innovative approaches of Chinese cultural IPs in global markets, showcasing successful cases like "Nezha" and the importance of creating a collaborative ecosystem around IP [6] - It outlines the strategic responses of Chinese enterprises to global challenges, focusing on compliance, risk management, and the need for a shift in mindset towards becoming rule-makers in international trade [7] Industry Environment - The Chinese automotive aftermarket is entering a golden period for brand internationalization, with exports projected to rise from 2.01 million units in 2021 to 5.86 million units by 2024, particularly in the new energy vehicle sector [2] - A new "Smart Terminal Overseas Service Innovation Alliance" has been established to enhance digital service capabilities for smart terminal exports, with expectations of reaching $250 billion in export value by 2024 [3] - The "group out" strategy is gaining traction among Chinese companies, focusing on service-oriented overseas expansion and collaborative resource sharing to build competitive advantages [5] Cultural and IP Expansion - The success of Chinese IPs like "Nezha" demonstrates the potential for cultural exports, with the film grossing over 15 billion yuan during the 2025 Spring Festival, highlighting the importance of IP-driven ecosystem development [6] - The article emphasizes the shift from product-focused strategies to creating immersive experiences and cross-industry collaborations to enhance brand recognition and cultural resonance [6] Globalization Strategies - Chinese companies are advised to adopt three key strategies in response to global challenges: "stop the bleeding" by ceasing high-risk activities, "blood production" by exploring new revenue sources, and "blood exchange" by fostering international perspectives [7] - The article stresses the importance of legal compliance and supply chain restructuring to enhance global competitiveness [7] Regional Focus - Chinese construction firms are making significant strides in the Middle East, with investments totaling several billion dollars, positioning the region as a key market for Chinese infrastructure projects [8][9] Company Dynamics - Yili's international business is projected to show results in the next five years, with a revenue target of 115.78 billion yuan in 2024 and a focus on steady growth in Southeast Asia [12] - Tencent Cloud is accelerating its international expansion in Japan, with plans to build a third data center and launch a food reservation mini-program to cater to Chinese tourists [14] - Moutai's overseas revenue is expected to reach $970 million by 2024, with a 37.53% increase in Q1 2025, as the company focuses on cultural output and quality enhancement [15] - The rapid growth of Pop Mart's overseas revenue by 480% in Q1 2025 illustrates the effectiveness of its "IP + trendy toys + experience economy" model in global markets [21]

昨天还有人觉得中毅达没有跌停还有希望，但是静姐只是坚定的告诉大家，抱团结束，现在的市场也在 一步一步的验证。 和讯投顾张婧表示，再梳理一下今天的市场，今天抱团整体出现了一个修复，那么后面高标抱团就要进 入一个高位震荡的状态了，这也是情绪加速退潮的一个特征。今天中毅达从跌停被撬，进而带来一个抱 团情绪的一个修复。接着军工吹哨人出现一个拉升，触及涨停，带领军工回流，成飞也出现了一个拉 升，但是这个修复只能是看作是减亏，其他的想法就不要有了，现在的市场整体来说就是一个游资进行 高标抱团量化主控低位题材的发酵，那么下一步我们就需要看这部分抱团资金，是否还有胆量再去更换 载体进行抱团了。 所以说现在市场就是这种状态，只有一波主升分歧之后想要再转一致很难，这也是静姐为什么一直告诉 大家，只关注一致的时候，尽量不要去博弈分歧转一致，并且要集中核心的前排。这样我们前有游资搭 桥，后有量化托底确定性就更高了，但是现在市场整体抱团瓦解，想要更换抱团载体的话，就需要等待 量化，又只有那么一点的套利，所以整体赚钱效应在进一步的缩窄，那么操作难度就进一步升级，那么 接下来大家应该如何做？心里应该都有数了。再反观一下大盘指数，现在走势是 ...

很多人容易把高管团队想象成"一号位+一群高管"，在处理高管团队问题的时候，就只在这两个事情上用力。 一号位/创始人觉得高管团队有问题怎么办？"换高管。" 高管觉得高管团队有问题怎么办？"换一号位，到另一个公司去。" 如果你看到的高管团队只有一号位和高管这两个要素的话，你用力的方向就只会在这两个点上。所以，如何看待高管团队？一个高管团队由哪些组成？其 背后的理念和认知很重要。如果只看到了有形的东西，那可以用力的方向就太窄了。 打造真高管团队，还可以在哪方面用力？ 我很喜欢这个词，叫做"命运的齿轮"。命运的齿轮有很多，如果你只看得到两个，能转动命运的可能性将大大降低。还有哪些齿轮是我们可以去转动的？ 如果让我把高管团队画出来，你将看到下面这张图。 | 号位 | 外部适应性 | 真高管 | | --- | --- | --- | | 使命感/生命意义 | 客户价值/外部视角 | 能量/点燃自己/创业精神 | | 认知及学习能力 | 危机感/对成功的渴望 | 角色感/成熟度/和而不同 | | 慧眼识人/关系能力 | 业务战略 | 方向感/设定目标/战术突破 | | 精力/生命力 | | 战略共谋及协同 | | | 打 ...

5月21日，2025年服贸会"高管谈服贸"系列采访活动之走进中国贸促会商业行业委员会在北京举行。中国贸促会商业行业委员会副会长王曦、中国贸促会商 业行业委员会秘书长姚歆围绕中国贸促会商业行业委员会在推动服务贸易方面开展的工作及取得的成果等进行了介绍并回答记者提问。 作为全国性的行业贸易投资促进机构，中国贸促会商业行业委员会长期致力于促进对外贸易和经济技术合作，目前已构建起标准化服务、信息咨询服务、贸 易投资促进服务、国际联络服务、商事法律服务、质量品牌建设服务、人才培养服务在内的七大类服务体系，并以贸易投资促进、商事法律服务、参与全球 经济治理、应用型智库建设作为四条业务主线。 推动中国标准走向世界 近年来，中国贸促会商业行业委员会在国际标准协同创新领域取得显著突破，尤其在"团体标准化+国际标准化"双驱发展战略下，推动了多项国际标准的制 定与转化，通过扩大国际朋友圈，助力中国在国际标准领域实现多个零的突破，探索出"中国服务标准化、中国标准国际化"的新路径和"标准化+合格评定 +贸易促进"新机制。 中国贸促会商业行业委员会牵头研制了19项国际标准，涉及共享经济、数字贸易、在线旅游等新兴领域，其中多项填补全球空白 ...

Core Viewpoint - The article highlights the impactful educational support provided by Tianjin University to Xinjiang, showcasing the dedication of young teachers like Yang Wandi in fostering cultural exchange and promoting national unity through education [1][5]. Group 1: Educational Initiatives - Yang Wandi, a graduate student from Tianjin University, joined the 14th batch of the Xinjiang support teaching team, emphasizing her commitment to education in the region [2]. - The "Silk Road Civilization Dialogue" class led by Yang transforms traditional political education into engaging cultural exchanges, bridging the gap between different cultures [3]. - The support program has resulted in significant contributions, with Yang accumulating over 600 teaching hours and creating a "National Culture Experience Corner" as part of the local curriculum [5]. Group 2: Cultural Exchange and Impact - Students express excitement about learning and cultural exchange, with one student eager to visit Tianjin after experiencing its culture in class [3]. - The initiative aims to strengthen the awareness of the Chinese national community among students, as demonstrated by their participation in a chorus promoting national unity [5]. - The program is recognized as a vital measure for promoting ethnic unity and educational development in border areas, reflecting the university's commitment to social responsibility [5].

Group 1 - The market is currently experiencing a trading volume between 1.1 trillion and 1.2 trillion, indicating a state of stockholder competition with limited new capital inflow [1] - The index level above 3400 points has a significant amount of historical trapped positions, making it difficult to shake off these positions in the short term [1] - The performance of thematic stocks is primarily driven by market sentiment and capital, with limited sustainability and height in most themes, showing weak market sentiment [1] Group 2 - Major banks have recently lowered deposit interest rates, prompting funds to seek new avenues for value preservation and growth [1] - In a limited capital environment, funds are likely to gravitate towards strong trend stocks with a focus on collective logic and stable dividend-paying stocks [2] - Long-term top-performing stocks, such as Yangtze Power in the electric power sector and major banks like ICBC and ABC, have shown strong trend performance over the past years [1]

Group 1 - The Canadian Finance Minister stated that the EU countries within the G7 share a "very consistent" viewpoint with Canada [1]