要闻提示 NEWS REMIND 1. 京东外卖"百亿补贴"规则再调整：商家承担比例升至70%-80% 2.禁用Cursor等第三方AI开发工具后，员工争议不断，字节内部再发通知致歉 3.北汽蓝谷把降本增效定位为"一把手"工程，严格执行末位考核淘汰制度 4.宇树科技公司更名，增加"股份"字样，王兴兴曾表态考虑赴港上市 5. 荣耀新高管团队集体首秀，剑指手机市场前三 禁用Cursor等第三方AI开发工具后，员工争议不断，字节内部再发通知致歉 今日头条 HEADLINE NEWS 京东外卖"百亿补贴"规则再调整：商家承担比例升至70%-80% 近日，京东外卖的"百亿补贴"政策迎来新一轮调整，引发商家与行业的广泛关注。有多位商家公开爆料， 京东外卖将此前平台与商家各承担50%的补贴成本比例，调整为商家承担70%-80%，部分活动甚至要求 商家全额承担运费并提供低于日常折扣的供货价。据悉，这一变化在天津、无锡、南昌、泉州等多地已落 地试行，标志着京东外卖在流量扩张与成本控制间的策略转向。 此次调整后，京东外卖"百亿补贴"的核心活动"满11减10"中，商家需承担7元补贴，平台仅承担3元；"满 8减7""满6减5"等档位 ...

Core Insights - The company has exceeded its crude oil production target by 1,844 tons in the first four months of the year, while reducing the operating cost per ton of oil by 135 yuan and decreasing high-risk operations by 25.8% compared to the previous year [1][4] Group 1: Production and Cost Efficiency - The management area has set an annual production target increase of 2,500 tons while aiming to reduce cost indicators by 30% [1] - The implementation of the strategy "transforming methods, adjusting structure, improving quality, and increasing efficiency" has led to a significant reduction in the number of operational wells, with only 13 operational wells in the first four months, a decrease of 58.8% year-on-year [4] Group 2: Innovative Development Strategies - The company has adopted a "three not equal to" philosophy, which has shifted the focus from traditional high-cost production methods to a more efficient and precise energy utilization strategy [2] - The introduction of a full lifecycle development system and innovative "zone energy increase" model has transformed previously low-efficiency areas into high-yield zones, with the addition of 7 new energy-increasing wells in the B509 block, resulting in an annual oil increase of 1,165 tons [3] Group 3: Safety and Risk Management - The company has restructured its high-risk operation management chain, implementing a "four determinations and one early" mechanism, which has shortened the average construction cycle by 18.1% [4] - The use of non-welding wellhead connection technology has reduced single well construction time by 6 hours and decreased the exposure risk time for workers by 60% [4]

"水泥市场需求下滑严重，供需矛盾加剧，市场信心缺失，企业生产经营困难，纷纷通过低价恶性竞争抢占市场份额，导 致水泥价格持续下降至成本线附近，行业效益大幅下降。"数字水泥网总裁陈柏林表示。 本报记者 刘欢 近期，安徽海螺水泥股份有限公司（以下简称"海螺水泥"）、天山材料股份有限公司（以下简称"天山股份"）、甘肃上峰 水泥股份有限公司（以下简称"上峰水泥"）等多家水泥上市公司陆续召开业绩说明会，各公司高管围绕公司2024年、2025年一 季度的业绩表现和经营情况等，与投资者展开了深入交流。 从上述公司业绩说明会释放的信号来看，各企业围绕产业链延伸、绿色低碳转型等方向谋篇布局，试图在需求下行等多重 压力下，寻找突围与转型的新路径。 企业积极探索应对之策 2024年，全国及各主要消费区域水泥需求均出现接近两位数的降幅，全国规模以上企业的累计水泥产量18.25亿吨，同比下 降9.5%（按可比口径），水泥产量创下十五年以来的最低值。 从企业层面来看，Wind数据显示，2024年，A股市场18家水泥上市公司中，有10家净利润同比下滑。 "展望2025年全年，水泥行业整体盈利水平有望比2024年出现明显改善。"中国水泥协会会 ...

Core Viewpoint - Recent news regarding the restructuring of Gao Xin Retail's (HK06808) operations, particularly the adjustment of its Da Run Fa stores, has sparked significant discussion in the market. The company has clarified that it is not closing its Northeast region but rather reorganizing its operational zones to enhance efficiency and customer service [1][2]. Financial Performance - Gao Xin Retail reported a revenue of RMB 71.55 billion and a net profit of RMB 386 million for the fiscal year ending March 31, 2025, marking a turnaround from previous losses [3][4]. - The company achieved a gross profit of RMB 17.24 billion, although this represented a 4% decrease compared to the previous year [4]. - The total assets decreased by 7.8% to RMB 55.97 billion, while total liabilities fell by 8.7% to RMB 35.55 billion [4]. Strategic Changes - The company has transitioned ownership from Alibaba to DeHeng Capital, which has led to a renewed focus on a "low-price" strategy and a commitment to restructuring its market approach [5][6]. - Gao Xin Retail aims to enhance its competitive edge by emphasizing price competitiveness and customer experience through its "everyday low price + community life center" model [8][14]. Operational Adjustments - The restructuring of operational zones from five to four is intended to streamline management and improve service delivery [1][10]. - The company has closed a total of 9 stores, including 8 large hypermarkets and 1 medium-sized supermarket, as part of its cost-cutting measures [10]. Market Position and Competition - Gao Xin Retail continues to face intense competition, particularly in non-first-tier cities, where new entrants like Sam's Club and ALDI are expanding their presence [15][16]. - The company has acknowledged the need to attract more customers to its stores, emphasizing the importance of foot traffic for its growth [14]. Future Outlook - The company plans to focus on various aspects such as product offerings, pricing strategies, operational efficiency, store planning, talent development, and membership operations to strengthen its market position [14].

Core Viewpoint - The silicon industry is currently undergoing a deep adjustment phase, and the company is cautiously considering acquisition opportunities that align with its main business direction and have strategic synergy value [1][2]. Group 1: Industry Trends - The company acknowledges that many enterprises, including itself, are mitigating cyclical impacts through production control, technological upgrades, and financial optimization [1]. - There is a strong willingness among relevant parties, including regulatory bodies and industry associations, to explore various solutions for the challenges facing the photovoltaic industry, indicating a commitment to achieving healthy development [2]. Group 2: Company Performance - In Q1 2025, the company's cash cost for silicon materials was 36.82 yuan/kg, with a unit cost of 53.08 yuan/kg, and it plans to continue reducing costs through optimization of procurement and digitalization [2]. - The company expects a production volume of 25,000 to 28,000 tons in Q2 2025, with an annual total production forecast of 110,000 to 140,000 tons for the year [2]. - The company has signed long-term contracts for silicon materials with major downstream clients, and these contracts are being fulfilled normally [2]. Group 3: Financial Results - For the year 2024, the company's revenue was 7.411 billion yuan, a year-on-year decrease of 54.62%, with a net loss of 2.718 billion yuan, a year-on-year increase in loss of 147.17% [3]. - In Q1 2025, the company's revenue was 907 million yuan, a year-on-year decrease of 69.57%, with a net loss of 558 million yuan, a year-on-year increase in loss of 268.78% [3].

每经编辑｜张锦河 据媒体5月29日报道，哪吒汽车上海总部外墙的"哪吒汽车"LOGO目前被拆除，一并被拆除的还有位于总部的哪吒体验中心的标志。 据安徽日报元新闻，哪吒汽车透露LOGO被拆除原因，系因场地到期，公司即将搬家，"其实上个月就到期了，新的办公室地址我暂时不清楚，但公司已经 准备了。" 图片来源：安徽日报元新闻视频截图 4050万元！哪吒汽车原CEO张勇名下股权被冻结 5月26日，《每日经济新闻》记者查阅天眼查发现，哪吒汽车原CEO张勇名下新增了一条股权冻结消息。 天眼查显示，桐乡合创德力叁科技咨询合伙企业（有限合伙）（以下简称合创德力叁）执行事务合伙人张勇于5月13日新增了一条股权冻结信息，冻结股权 数额为4050万元，冻结期限为2025年5月13日至2028年5月12日，执行法院为桐乡市人民法院。 | 执行通知书文号 | (2025) 浙0483财保5号之二 | 冻结状态 | 冻结 | | --- | --- | --- | --- | | 被执行人 | 张属 | 疑似申请执行人 2 | | | 股权所在企业 | 桐乡合创德力叁科技咨询合伙企业（有 | 股权数额 | 4050.0万人民币 | | | ...

Core Viewpoint - The company is preparing for the 2024 Annual General Meeting (AGM) to ensure the rights of shareholders and maintain order and efficiency during the meeting [1][2][3] Group 1: Meeting Procedures - Only eligible shareholders, directors, supervisors, senior management, and other attendees can participate in the AGM, and the company reserves the right to refuse entry to those who do not meet the criteria [2] - The meeting will follow the agenda as notified, and no agenda items can be postponed or omitted from voting [2] - Attendees must maintain order and respect the rights of other shareholders during the meeting, with the company authorized to take measures against disruptions [2][3] Group 2: Shareholder Rights - Shareholders have the right to speak, inquire, and vote during the AGM, with a maximum speaking time of five minutes per shareholder [3] - The meeting will be witnessed by a lawyer from a law firm to provide legal opinions on the proceedings [3] Group 3: Financial Performance - The company reported a significant increase in sales revenue, with a 29.7% rise to 194,832 million yuan compared to 150,255 million yuan in the previous year [28][32] - The company managed to reduce its operating loss significantly, with a decrease in net loss attributed to improved sales efficiency and cost control measures [34] - The total assets of the company at the end of 2024 were 1,078,196 million yuan, a decrease from 1,134,287 million yuan in 2023 [28][30] Group 4: Governance and Board Activities - The company completed the election of the fourth board of directors on June 21, 2024, with 14 members, including 5 independent non-executive directors [9][11] - The board held 13 meetings during the reporting period, approving all agenda items without any rejections [10] - The board established four specialized committees to enhance governance efficiency and decision-making [10][12] Group 5: Future Plans - The company plans to apply for financing and credit limits totaling up to 8 billion yuan to support its operational and project development needs [39] - The board aims to strengthen its governance structure and enhance compliance management in 2025 [13]

和元生物技术（上海）股份有限公司 为践行以"投资者为本"的上市公司发展理念，维护公司全体股东利益，增 强投资者信心，促进公司健康可持续发展，和元生物技术（上海）股份有限公司 （以下简称"公司"）基于对公司未来发展前景的信心及内在价值的认可，结合 自身发展战略和经营情况，制定了公司 2025 年度"提质增效重回报"专项行动 方案，以进一步提升公司经营质量效率，保障投资者合法权益，塑造良好的资本 市场形象。具体措施方案如下： 一、聚焦主营业务，提升核心竞争力 公司聚焦并深耕细胞和基因治疗技术服务领域多年，专注于为细胞和基因治 疗的基础研究提供基因治疗载体研制、基因功能研究、药物靶点及药效研究等 CRO 服务；为细胞和基因治疗药物的研发提供工艺开发及测试、IND-CMC 药学研 究、临床样品及商业化产品的 GMP 生产等 CDMO 服务；为再生医学及抗衰领域提 供细胞制备、重组蛋白/外泌体等细胞衍生物生产、细胞存储等技术服务。 近两年来受到创新药行业整体发展波折的影响，公司 CDMO 业务业绩出现亏 损；面对国内生物医药领域面临的新挑战，2025 年度，公司坚持"客户第一" "守 正创新"的经营理念，将积极采取各项 ...

Core Insights - The Shanghai Airport-Suzhou Pre-Storage Station has successfully handled 64 shipments, totaling 34 tons and valued at 2.95 million USD, involving electronic products, precision instruments, automotive parts, and biopharmaceuticals [1][2] Group 1: Operational Efficiency - The pre-storage station offers a full cold chain solution for biopharmaceuticals, maintaining temperature control between 2 to 8 degrees Celsius, which is critical for certain drugs [1] - The station has reduced logistics time by 12 to 24 hours compared to conventional methods, enabling same-day collection and dispatch [3] - The integration of various logistics functions, such as weighing and labeling, is expected to lower logistics costs between Shanghai and Suzhou by 10% to 30% [3] Group 2: Service Expansion - The pre-storage station initially aimed to serve companies within the Suzhou Industrial Park but has attracted clients from Zhejiang and Tianjin due to cost-saving demands [2] - The station collaborates with over 20 production companies, including major brands like Samsung, Bosch, and Philips, and works with 14 freight forwarders [2] Group 3: Future Developments - Future plans include enhancing customs processes for quicker clearance and constructing a new warehouse within the Suzhou Industrial Park to provide better services [4]

该工具已助力2000+企业实现安全稳定的多账号运营，尤其适合跨境企业。通过环境隔离技术，可降低 85%的账号封禁风险，与广告优化策略结合，构建完整营销安全体系。 结语 转化期：选择"最低成本"出价，快速积累数据。 稳定期：切换"目标成本"出价，锁定长期ROI。 1. 广告位分级投放 2. 优先选择Instagram信息流和Facebook右栏广告，其千次展示成本（CPM）平均低1.2美元。 四、数据驱动：科学决策与优化 1. A/B测试规范 2. 每次仅测试1个变量（如文案、图片、CTA按钮），确保样本量达300次转化后再分析结果。 3. 频率监控 4. 广告展示频率超过3次时，点击率（CTR）下降19%，需及时调整受众或素材。 5. 跨设备追踪 6. 启用Facebook像素跨设备跟踪功能，完整还原用户从浏览到转化的路径，优化多端体验。 五、账号管理：安全与效率并重 1. 新旧账号搭配使用 2. 测试显示，新账户首月CPM比老账号低15-20%，可搭配老账号测试不同策略。 3. 粉丝页权重维护 4. 保持每周3-5条自然贴文互动，提升账号健康度，间接降低广告成本。 5. 环境隔离策略 6. 使用比特指纹浏览 ...