长期主义

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凯盛科技:未来公司将秉持长期主义理念
Zheng Quan Ri Bao Wang· 2025-10-09 13:44
证券日报网讯凯盛科技(600552)10月9日在互动平台回答投资者提问时表示,未来公司将秉持长期主 义理念,持续通过扎实的经营业绩和规范的公司治理,逐步实现企业内在价值与资本市场估值的统一。 ...
从新天地到苏州河,从梦中心到永源路:上海时装周点燃“全城秀场”新热潮
Zhong Guo Jin Rong Xin Xi Wang· 2025-10-09 11:20
新华财经上海10月9日电(李一帆)10月9日,以"拓界·再定义"为主题的2026春夏上海时装周正式拉开帷幕。本届时装周突破传统秀场边界,将时尚发布、 展览展示与商业活动深度融入城市,打造了一场贯穿"一江一河"城市脉络的时尚漫游。从浦西的历史风貌区到浦东的现代地标,从百年老建筑到新兴商业空 间,时尚活动在各个城市角落生根发芽,展现出上海作为时尚之都的多元魅力。 历史地标焕新 新天地是上海的核心地标与流行文化策源地,亦是上海时装周十余年来的主秀场,是品牌首发经济与可持续创新的示范空间。本季时装周期间,新天地秀场 以"魔方"为设计理念,进一步深化自2024年首创的可持续秀场构想。 街区"活化"实践 街区"活化"实践成为本届时装周的又一亮点。位于静安区南京西路西端的永源路,一条长度仅500米却承载着南宋古井记忆的小马路,将于10月11日至10月 26日迎来新一季"上海时尚周末"活动。 在"崭新旧时光"的主题下,示場THEMARKETPLACE集合了国内外众多品牌及创意人,打造融合时尚、社区与公益的沉浸式体验。永源路中心的开放式大 草坪上矗立起高达6米的FOREVER21快闪店,呈现品牌全新秋冬系列及蓝精灵联名款;同期 ...
【牢记总书记的嘱托·企业调研记】晶能裂变
Jing Ji Ri Bao· 2025-10-08 22:31
Core Viewpoint - The article highlights the significant growth and innovation of Jingneng Optoelectronics Co., Ltd. in the LED industry, emphasizing its commitment to independent technology development and market expansion despite challenges in the sector [1][3][28]. Group 1: Company Growth and Achievements - Jingneng has established itself as a leader in the LED market, achieving notable milestones such as winning the National Technology Invention Award in 2016 and being nominated for the China Quality Award in 2021 [3][5]. - The company reported a sales growth of over 30% and a similar increase in tax contributions for 2024, showcasing its resilience in a challenging market [5][6]. - Jingneng's strategic focus on high-end markets and long-term innovation has allowed it to replace imports and drive the development of the domestic supply chain [1][7]. Group 2: Technological Innovation - The company has developed a proprietary MES (Manufacturing Execution System) to enhance production quality, achieving a defect rate of "one in a billion," significantly surpassing industry standards [14][15][17]. - Jingneng has invested approximately 10% of its sales revenue in R&D, which is relatively high for LED companies, enabling it to maintain a competitive edge [6][11]. - The firm has established a comprehensive technology moat with dozens of core technologies across the entire supply chain, including substrate materials and packaging [11][12]. Group 3: Market Position and Industry Impact - Jingneng's growth has contributed to the transformation of the global light source market, with increasing recognition of Chinese LED products worldwide [1][3]. - The company plays a pivotal role in the domestic LED industry, with its products now being used in major smartphone brands and automotive applications, thus reducing reliance on foreign suppliers [22][25]. - The overall LED market in China is expected to decline by approximately 6% in 2024, indicating a challenging environment for many smaller competitors, while Jingneng continues to thrive [3][28]. Group 4: Future Outlook and Challenges - Jingneng aims to explore new markets such as autonomous driving and smart devices, anticipating significant growth opportunities in these sectors [27][31]. - The company faces pressures from intense competition and the need for continuous innovation, requiring a skilled workforce and long-term investment strategies [30][31]. - The support from venture capital, particularly from firms like Jindong Capital, has been crucial for Jingneng's long-term development, highlighting the importance of patient capital in the tech sector [7][31].
坚持星球:初心如磐,专注生辉
Sou Hu Cai Jing· 2025-10-08 14:30
在深圳与老友闲聊,深耕知识IP领域的我们常为行业变迁感慨,这些年很多活跃的知识IP淡出视野,有 人退隐、散伙,更多人追风口转型后没了踪迹。而坚持星球扎根演讲领域,是少有的"长期主义者",这 份专注是其稳步发展的核心密码。 在追热点时代,坚持星球的"不急躁"格外珍贵。很多IP频繁换项目耗散势能,坚持星球则始终聚焦演 讲、深耕教学,创始人称"慢功夫就是快功夫"。风口易逝,跟风者易摔,扎根者才能挺立。这种"长期 主义"智慧不仅体现在其发展中,也藏在其见证的人生故事里。 在坚持星球第87期演讲训练营开营仪式上,创始人即兴创作对联,道出初心。上联"在还在一直都在", 指学员学习时,馒头导师和教练相伴;老学员复训,感慨众多培训机构倒闭,坚持星球却越来越好,未 来也会升级陪伴学员成长。下联"讲还讲永远都讲",表示训练营里要多讲多练、霸占舞台,线下课程继 续练习,离开星球也不放弃演讲机会。横批是"坚持星球,彼此加油"。 这副对联背后,是坚持星球对"笨功夫"的坚守。正如曾国藩所说,不贪多求快,持之以恒做事,重视积 累,这是坚持星球的发展之道,也是想传递给学员的人生态度。这里没有急功近利的"捷径",只有脚踏 实地的"成长";没有 ...
从巴菲特到A股龙头 致股东的信如何成为投资界的“战略说明书”
Zhong Jin Zai Xian· 2025-10-08 10:22
在复杂多变的商业环境中,一封致股东信是企业与投资者沟通的桥梁,更是展现企业战略眼光与行业洞 察力的窗口。 巴菲特每年发表的致股东信被视为投资界的"圣经",其不仅会在信中分享伯克希尔公司的经营成果和战 略方向,还会融合他对世界经济发展趋势的深刻理解,更传递出独特的投资理念与价值观,这些内容堪 称珍贵的商业智慧宝典,为众投资者指引方向。 在A股市场,这封承载重要信息的信件,通常由董秘执笔撰写。作为公司与资本市场沟通的关键角色, 董秘深谙企业经营策略与财务状况,凭借专业素养与沟通能力,将公司复杂的业务进展、经营成果转化 为清晰易懂的文字,以精准的表述、诚挚的态度,向股东展现公司的发展脉络与未来方向,确保股东能 及时、准确地了解公司动态,维系公司与股东之间的信任纽带。 股东信的存在意义与功能解构 在A股市场的年报规范中,董事长致辞或致股东的信并非监管部门强制要求披露的内容。然而,众多上 市公司仍坚持撰写这一文本,其背后蕴含着深刻的商业逻辑——这是企业主动向市场传递核心信息的重 要载体。 与财务数据的冰冷数字相比,致股东信是企业管理层以"第一人称"进行的战略叙事。迈瑞医疗在信中 用"数智化转型如参天大树"的比喻,将复杂 ...
废掉一个人最隐蔽的方式
3 6 Ke· 2025-10-06 04:03
Group 1 - The article discusses the concept of "bottom-level traction," which refers to various invisible forces that hinder personal growth and upward mobility [2][3] - It highlights the impact of one's family background, suggesting that poverty can be inherited and that original family influences can limit opportunities for advancement [4][5][6] - The article emphasizes that true poverty often stems from a lack of cognitive resources rather than just financial constraints [8][7] Group 2 - The article identifies "circle traction," indicating that one's social circle often reflects their family background, which can limit exposure to new ideas and opportunities [8][9] - It notes that the working hours of the middle class and the poor have decreased significantly over the past 30 years, while the wealthy and elite have increased their working hours [10] - The perception of work varies between classes, with the wealthy viewing work as a means to create value, while the poor may see it as merely serving their employers [10][11] Group 3 - The article discusses "inertia traction," which refers to low-level efforts that do not lead to significant progress or wealth accumulation [12][13] - It argues that physical diligence cannot compensate for a lack of strategic thinking and planning [13][14] - The importance of setting clear, long-term goals is emphasized, as individuals with defined objectives tend to achieve greater success [14][15] Group 4 - The article introduces "laziness traction," which is characterized by the pursuit of immediate gratification in a digital age, leading to a decline in focus and deep thinking [16][17] - It contrasts the entertainment preferences of the wealthy and the poor, noting that the wealthy engage in enriching activities while the poor often indulge in more superficial entertainment [20][21] Group 5 - The article outlines four key factors for change from the bottom level: enhancing cognitive abilities through reflection, focusing on personal development, using effective methods to increase achievement, and surrounding oneself with wise individuals [22][31][38][52] - It emphasizes the importance of reflection as a tool for personal growth and understanding the underlying reasons for outcomes [23][24][28] - The article suggests that individuals should prioritize meaningful tasks over busywork to escape the cycle of being busy yet poor [31][32] Group 6 - The article concludes that the journey of personal growth is challenging, with the primary obstacles being self-imposed limitations rather than external factors [53][54][55] - It asserts that true assistance comes from self-awareness and personal awakening [56]
5位汽车大咖的极限48小时
汽车商业评论· 2025-10-05 23:08
撰文 / 丁晶晶 编辑 / 黄大路 设计 / 夏 萌 雷诺中国董事长、首席执行官苏伟铭、奇瑞副总裁兼采购执行总监王厅、上汽国际总经理崔卫国、莲花集团CEO冯擎峰、博世中国总裁徐大全、普华永 道中国汽车行业主管合伙人金军 道中国汽车行业主管合伙人金军…… 2025年8月16日和17日这两天,这一串名单上的行业领军者,先后出现在了以成就新汽车人为使命的轩辕同学铃轩5期第四模块课程上。 此次课程在江苏常州坤泰车辆(系统)股份有限公司举办。两天时间里,四位企业一把手、一位世界500强的采购副总裁、一位行业专家作为导师, 以"转型升级与全球化发展"为核心主题,共同探讨突破汽车产业转型和全球化的路径。 当"不出海就出局"成为行业共识,中国汽车产业的全球化已不再是选择题,而是一道必答题。 金军指出,当前海外市场对技术的需求与国内"内卷"模式不同,中国不断卷速度卷迭代的模式在海外并不适用。 当然,在导师精彩分享之外,"铃轩私董会"上,坤泰车辆、东风零部件以及上海仪达空调三家企业的学员进行了深入交流。 此外,利用晚上空闲时间,轩辕同学现场观看了苏超常州对阵镇江队的精彩对决,并与理想供应链队进行了一场精彩的足球友谊赛。 这就是轩 ...
一辈子做普通工作,靠什么积累巨额财富?这本书给你答案...
雪球· 2025-10-03 13:00
Group 1 - The core idea of the article emphasizes that wealth management is not merely a "hard science" but a game against human weaknesses, highlighting the importance of understanding one's own greed and fear to achieve financial success [2][3] - Long-termism is identified as the key to wealth accumulation, illustrated by contrasting cases of individuals who succeeded through patience versus those who failed due to greed [4][5] - The article discusses the psychological aspects of investing, noting that 80% of investment success is determined by behavior rather than technical skills, and emphasizes the need to embrace pain as part of the investment journey [6][7] Group 2 - The concept of "margin of safety" is introduced as a crucial element for ensuring that compounding returns are not interrupted, advocating for a diversified approach to investments and income sources [8][9] - The article highlights the significance of "tail events," which are rare but impactful occurrences that can drive substantial returns, underscoring the need for a high tolerance for errors in investment strategies [10][11] - It concludes that true wealth is defined by time freedom, encouraging individuals to embrace pain in the pursuit of wealth while also seeking to achieve happiness and mental freedom through financial means [12][13]
这所88岁的高校,走出了一个投资天团
母基金研究中心· 2025-10-03 01:05
1 0月3日,是中国人民大学8 8周年校庆日。 中国人民大学在抗日烽火中诞生,留下 "革命的先锋队"探寻的足迹;在新中国建设中成长,见 证"万千建国干部"奋斗的英姿;在改革开放大潮中新生,涌现"国民表率、社会栋梁"拼搏的身 影;在新时代新征程中腾飞,奏响"复兴栋梁,强国先锋"的时代强音。 在人大的校友图谱中,每一位校友的奋斗轨迹,都是 "实事求是" 校训的生动注脚。 荣膺《 2 0 2 4胡润百富榜》第7 2位的 刘强东,在 1 9 9 2年以宿迁高考状元身份考入中国人民大 学 ,而 " 7 6颗鸡蛋"和"寒门求学"经历成为他日后创业的精神底色。 "从宿迁到北京,我带的不是行李,是全村的希望。"刘强东曾这样表示," 7 6个鸡蛋、5 0 0块 钱,这就是我1 8岁去人大报到时的全部家当。"刘强东回忆3 0年前的寒门求学路:"这5 0 0块 里,3 0 0块是我暑假搬砖赚的,2 0 0块是村里老人凑的,每一分钱都带着体温。" 刘强东表示: "人大呢,老实说,在这个学校里面度过了,我可以说是人生中最重要的四年。 最早创业也是在人大,可以说是塑造我的价值观最重要的四年。" 2 0 1 4年,刘强东带领京东在 纳斯达 ...
走进中国长安汽车 解锁“新央企·新长安”高质量发展密码
Yang Shi Wang· 2025-09-30 07:31
Core Insights - China Changan Automobile Group Co., Ltd. has officially established itself as a central enterprise directly managed by the State-owned Assets Supervision and Administration Commission (SASAC), marking the first level-one central enterprise headquartered in Chongqing [1] - The company showcased its transformation journey during the "New Changan Road Rock" brand event, emphasizing its commitment to technological innovation and high-quality development [2][5] - The leadership highlighted three key challenges faced by Changan: transitioning to new energy, competing against rapidly growing private enterprises, and maintaining a long-term development philosophy [2][3] Company Overview - Changan's development philosophy is encapsulated in a 16-character spirit that emphasizes innovation, openness, scientific rationality, and resilience [3] - The company aims to provide differentiated value to consumers, focusing on emotional, functional, and cost differences [3] Technological Advancements - Changan's collision safety laboratory is the first in China to integrate active and passive safety testing capabilities, achieving over 20 C-NCAP five-star models and 10 C-IASI GOOD models [5] - The smart factory, developed in collaboration with Huawei and China Unicom, represents a leading level of flexible manufacturing and has received multiple awards for its energy efficiency and innovation [5] Research and Development - The Tian Shu Intelligent Testing Center, set to be fully operational by October 2024, will focus on intelligent network testing and has received high recognition from government and industry bodies [6] - Changan's global R&D center has ranked first in the national enterprise technology center evaluation for 14 consecutive years, indicating its strong R&D capabilities [6] Testing Facilities - The Western Automobile Testing Ground in Chongqing spans 3,500 acres, equivalent to 5,555 standard basketball courts, and features 14 specialized test roads and over 70 types of unique surfaces [7] - The testing ground conducts over 20 million kilometers of testing annually, showcasing Changan's commitment to product quality and reliability [7]