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把“新”放进袋子里:蓄力五年,成都浮现“东部新高地”
Xin Lang Cai Jing· 2025-05-12 03:26
Core Viewpoint - The Chengdu Eastern New Area has rapidly developed into a vital economic hub within the Chengdu-Chongqing economic circle, showcasing significant growth in GDP and infrastructure, while also enhancing its role as a center for innovation and modern urban living [5][11][31]. Economic Development - The Chengdu-Chongqing economic circle achieved a GDP of 87,193 billion yuan in 2024, accounting for 30.3% of the western region's total, with a growth rate exceeding the national average by 0.8 percentage points [5]. - The Eastern New Area's GDP reached 32.26 billion yuan in 2024, marking a 2.5 times increase since its establishment and an 11% growth compared to 2023, making it a key player in the region [5][11]. - The area has seen a fivefold increase in public budget revenue and a fourfold increase in tax revenue over five years, with high-tech industries growing from zero to 38 companies [10][11]. Infrastructure and Connectivity - The Tianfu International Airport is projected to handle over 54 million passengers in 2024, accounting for more than half of Chengdu's annual passenger throughput, and has established 35 international cargo routes [6][8]. - The ongoing construction of the Chengdu-Chongqing high-speed railway aims to create a "half-hour commuting circle," enhancing connectivity within the region [10][20]. Trade and Investment - The Eastern New Area's foreign trade enterprises increased from 2 to 28 between 2020 and 2024, with total foreign trade volume rising from 626 million yuan to 4.06 billion yuan [8]. - The area has attracted significant investment, with 61 key projects implemented, totaling over 56.7 billion yuan, and 18 industrial projects signed with a total investment of 11 billion yuan [8][13]. Urban Development and Quality of Life - The Eastern New Area is developing a "future city" model, integrating modern urban planning with ecological considerations, including the establishment of parks and high-quality living spaces [22][27]. - Educational and healthcare facilities are being enhanced, with the addition of 23 new schools and the establishment of 17 medical networks to improve access to quality healthcare [28][29]. Technological Innovation - The area has established a comprehensive financial service system to support innovation, including a 5 billion yuan fund and a collaborative banking initiative to reduce financing costs for enterprises [14][16]. - The integration of advanced technologies such as AI and big data is being utilized to enhance urban management and public services, exemplified by the launch of the "Dong e Ask" intelligent government service platform [24][31].
加快构筑世界级能源产业 中国能源品牌周走进鄂尔多斯
Zheng Quan Shi Bao Wang· 2025-05-12 02:32
鄂尔多斯市能源局党组成员、副局长刘瑞宗表示,将鄂尔多斯作为中国能源品牌全球竞争力样本,既为 展示鄂尔多斯能源转型成就搭建了平台,也为鄂尔多斯打响能源品牌,提升能源领域的话语权提供了有 力的支撑。 鄂尔多斯市能源局四级调研员白海军介绍,近年来鄂尔多斯市主动承担起建设国家重要能源和战略资源 基地的重大责任构建新型能源体系,加快建设世界一流的综合能源生产基地。筑牢国家煤炭保障基地, 提质增效智能化发展;打造清洁电力供应基地,风光火储多种能源协同发展;夯实油气战略储备基地, 产供储销体系全面建设;建设国家煤制油气基地,彰显战略资源保障新担当;创建氢能应用示范基地, 制储输用服全产业链布局。 中国华能北方联合电力有限责任公司达拉特发电厂百万千瓦机组项目是蒙西电网首台百万千瓦机组,也 是华能集团公司"十四五"期间在内蒙古投资建设的第一台百万千瓦机组。机组采用新一代高效超超临界 系统,二氧化碳排放较国家标准降低23.43万吨/年,废水百分百回收。项目国产化率达行业领先水平, 采用全国产化华能睿渥DCS系统,全国产化10千伏智能高压开关柜,国内首台全国产化100万千瓦等级 100%容量锅炉给水泵等设施。机组的成功投运将鄂尔多 ...
年卡玩2.5次就回本,上海乐高乐园“打得过”迪士尼吗?
创业邦· 2025-05-12 00:05
Core Viewpoint - Shanghai LEGO Land, the first in China and the 11th globally, has faced significant operational challenges and consumer dissatisfaction just days after its pre-sale launch, raising questions about its readiness and potential success in the competitive theme park market [3][4][6]. Group 1: Operational Challenges - The pre-sale for Shanghai LEGO Land opened on May 7, with limited offerings such as a commemorative annual pass priced at 1399 yuan and a hotel package at 3588 yuan, but the ticket purchasing system experienced severe technical issues, leading to customer frustration [3][4][9]. - Many fans expressed disappointment over the system failures, which included crashes and lost orders, undermining the excitement built over six years of anticipation [4][9][16]. - The park's operational readiness has been called into question, with consumers feeling let down after a long wait [4][6]. Group 2: Pricing and Market Position - The annual pass offers access for approximately 308 days, with a break-even point at just 2.5 visits, but the pricing has been criticized as being higher than other regional LEGO parks [7][12]. - Ticket prices for children range from 255 to 479 yuan, while adult tickets are priced between 319 and 599 yuan, making it more expensive compared to similar offerings in Japan [12][14]. - The park's location in Jinshan District, about 70 kilometers from downtown Shanghai, poses accessibility challenges, further complicating its competitive positioning against established parks like Disney and Universal [12][14]. Group 3: Target Audience and Differentiation - Shanghai LEGO Land targets families with children aged 2 to 12, aiming to differentiate itself from Disney's broader demographic and Universal's focus on young adults [14][19]. - The park features eight themed areas and over 75 interactive attractions, including a unique area themed around the Chinese classic "Journey to the West," which is a global first for LEGO [14][19]. - LEGO's brand strength lies in its educational and creative play aspects, appealing to parents' desires for enriching experiences for their children [23][26]. Group 4: Economic Impact and Future Prospects - Despite initial controversies, the park is seen as a potential economic driver, with estimates suggesting that every 1 yuan of revenue could generate up to 18.8 yuan in additional economic activity [28]. - The investment in Shanghai LEGO Land is projected to reach around 100 billion yuan, with expectations of significant annual revenue from ticket sales alone [30][28]. - The surrounding area has already seen a rise in accommodation prices, indicating the park's potential to stimulate local economic growth [28][30].
AI能给国家公园建设带来哪些新惊喜?
Zhong Guo Huan Jing Bao· 2025-05-11 23:25
探索生态环境由传统"治理"转向数字"智理"新模式,加快对生态环境大数据智能获取、风险研判、问题 识别、监测预警、综合评估、模拟仿真和智能辅助决策等方面的核心功能研发,推动决策过程由"经验 判断型"向"数据分析型"转变,全面提升国家公园生态环境治理智慧化水平。 运用数智技术打开国家公园区域绿色发展新空间 深化数智技术赋能、拓展数智技术应用,大力实施生态富民工程,用数智技术打开国家公园区域生态经 济化和经济生态化的新空间。 数智技术在降低运行成本、提高服务水平、提升资源配置效率等方面具有显著优势,与国家公园区域生 态、生产、生活绿色发展的需要相契合,在赋能国家公园绿色发展进程中具有倍增效应。例如,武夷山 国家公园通过智慧管理平台,可以实时监测园区游客人数和活动情况,并进行合理调度,起到了强化环 境容量管控、更好保护生态环境的作用。 数智技术正在成为推动社会发展和管理升级的重要力量。我们要牢牢把握数智技术创新发展的新机遇, 充分利用物联网、大数据、云计算等信息化手段,推动数智技术与生态治理创新、绿色发展转型和民生 服务改善深度融合,积极构建能感知、会思考、可优化、善决策的绿色智慧国家公园协同治理体系,推 动国家公园 ...
多线开花,迪士尼的春天终于来了?
海豚投研· 2025-05-10 07:22
虽说涨价效应也能带动增长,但对于光靠人均付费带动的增长,更像是饮鸩止渴,总是不让人安心。因此当 Q2 Disney+ 实际净增了 140 万人,并且指引下季度还会 "轻微增长",同时全年流媒体利润将在订阅数增长、涨价、广告套餐推出以及捆绑内容整合减少资源浪费下,经营利润 同比大幅增长。以 "用户认可" 的方式换来 的增长,无疑会提振市场情绪。 大家好,我是海豚君! 迪士尼美东时间 5 月 8 日美股盘前发布了 2025 财年第二季度(CY25Q1)业绩。二季度业绩不错,在市场预期偏谨慎下,多项业务收入超预期,尤其利润端超预期 较多,管理层对今年的展望顺势上调。 具体上: 1. DTC 流媒体捆绑 + 账户共享双策略奏效: 二季度流媒体用户数的净增加,非常振奋人心。上季度公司给的指引是轻微下降,第三方渠道跟踪的数据表现, Disney+、ESPN 用户活跃的趋势不佳。再加上龙头 Netflix 又一次超预期的用户扩展,自然市场对迪士尼的 DTC 业务就没什么期待。 背后原因,海豚君认为恐怕与 Disney+ 内容捆绑、打击账户共享以及当期的叫座片《海洋奇缘 2》 电影上线流媒体有很大关联。 2. 本土公园需求超 ...
被忽视的菜园
Hu Xiu· 2025-05-10 06:18
在"园"的各种形式里,菜园大概是最容易被忽略的一类,原因有很多,比如面积通常很小、功能太过实际、主要存在于乡村并由农民打理等。中世纪普罗 旺斯史专家库莱(Noël Coulet)就曾在他关于菜园史的文章开篇写道:"人们没有认识到菜园的重要性。" [1] 元末明初文人高启归隐苏州乡村期间,在诗作《春暮西园》中首次赋予了菜地新的名称——"菜畦":"知是人家花落尽,菜畦今日蝶来多。"名称的改变, 改变不了这一事实:古今中外,菜园一直是人们筛选、驯化和栽培作物的重要场所。 无论西中,最初的园子都是生产食物的菜园:伊甸园和西方文学作品记载的第一个园子阿尔基诺斯园(le Jardin d'Alcinoos)都是菜园;中国的"园林"概念 实则是在16世纪的晚明时期才从象征着"生产"的场地转变为"消费"的场所的。[2] 蕴秀之域,[英]柯律格 著 河南大学出版社,2019 从园艺学的视角看,菜园无疑是一种人工干预程度较高的造园行为,我们的祖先从野外采集种子和植物,菜园为它们的驯化与适应提供了建成环境;从农 艺学的视角看,菜园中的活动则包含了引种试验、悉心种植、采收留种、观察、照顾、食用、分享……因此,菜园的形成与赓续不仅源自 ...
【广发资产研究】新投资范式2.0:世界秩序重塑—债务周期下的资产配置新策略系列(五)
戴康的策略世界· 2025-05-10 02:19
Core Viewpoint - The article emphasizes the irreversible logic behind the restructuring of the global order and the new investment paradigm, driven by unconventional policies from the Trump administration to address global supply and demand imbalances [3][4][14]. Group 1: Globalization and G2 Imbalances - The globalization process has intensified the trade, production, and debt imbalances between the G2 nations, with the U.S. positioned as the largest consumer and China as the largest producer [9][13]. - Since China's accession to the WTO in 2001, the U.S. has increasingly relied on debt expansion to create demand, leading to continuous trade deficits and external debt accumulation, while China has maintained a trade surplus through its manufacturing capabilities [9][13]. - As major economies move away from high growth, the importance of "efficiency" is yielding to "distribution," indicating a long-term trend towards increased de-globalization [9][13]. Group 2: Restructuring Global Order - The "Mar-a-Lago Agreement" aims to reshape global trade and monetary order through tariffs and the restructuring of U.S. debt, addressing long-standing trade and fiscal deficits while enhancing U.S. export competitiveness [4][11][23]. - Although the full implementation of the Mar-a-Lago Agreement faces significant challenges, understanding its implications is crucial for anticipating future policy directions from the Trump administration [4][11][23]. Group 3: New Investment Paradigm - The new investment paradigm is framed by three macro trading backgrounds: U.S. Treasury yields remaining "higher for longer," Chinese bond yields remaining "lower for longer," and an increase in global risk premium [5][12][25]. - The ongoing trend of de-globalization and isolationist policies under Trump will exacerbate uncertainties in global economic growth and inflation, reinforcing the underlying logic of the new investment paradigm [5][12][25]. - The elevation of the global risk premium will significantly affect the correlation between major asset classes and increase the volatility of global assets, fundamentally altering the existing global asset allocation framework [5][12][25][33].
两部门发文,加强体育、艺术、信息科技等紧缺学科教师招聘补充
Xin Jing Bao· 2025-05-10 01:48
Group 1 - The Ministry of Human Resources and Social Security and the Ministry of Education issued a notice to enhance the recruitment of teachers in critical subjects such as moral education, physical health, science, information technology, arts, labor, mental health, and special education for 2025 [1][2] - The notice emphasizes the need to align teacher recruitment with the employment of college graduates, assess the demand for teaching staff scientifically, broaden recruitment channels, standardize recruitment procedures, and strictly enforce teacher qualification criteria [1][2] - Local authorities are encouraged to organize public recruitment of teachers at the provincial or municipal level, taking into account factors such as student enrollment needs, school planning adjustments, urban-rural disparities, and changes in the eligible population [1][2] Group 2 - The notice outlines policies to support the recruitment of teachers in grassroots public institutions, including special programs like the "Special Post Program" and "National Excellence Program," and encourages more college graduates, outstanding veterans, and retired athletes to teach in rural and remote areas [2] - Recruitment procedures must be transparent, prohibiting discriminatory or unreasonable restrictions, and ensuring that qualifications are assessed fairly without limiting applicants based on their alma mater or study abroad experiences [2] - The notice stresses the importance of teacher ethics and standards, requiring that all recruited teachers meet the professional conduct guidelines and possess the necessary qualifications, including a valid teaching certificate before employment [2]
年卡玩2.5次就回本,上海乐高乐园“打得过”迪士尼吗?
3 6 Ke· 2025-05-10 01:20
Core Viewpoint - Shanghai Lego Park, set to open on July 5, has faced significant backlash due to technical issues during its pre-sale, leading to disappointment among fans who have waited six years for its launch [2][4][12]. Ticket Pricing and Sales - The park offers a limited edition annual pass for 1399 yuan, which includes one trial operation ticket, and a hotel package for 3588 yuan, also including trial operation tickets [2][4]. - The annual pass allows for at least 308 days of reservation and requires visiting the park 2.5 times to break even [4][20]. Visitor Capacity and Pricing Comparison - During the trial operation phase from June 19 to June 30, the park is expected to accommodate 2000-5000 visitors daily, with an estimated total of one million visitors in the second half of the year [7][20]. - Ticket prices range from 255 to 479 yuan for children and 319 to 599 yuan for adults, which are higher compared to other Lego parks in Asia [7][20]. Target Audience and Unique Features - The park is designed specifically for families with children aged 2-12, featuring eight themed areas and over 75 interactive attractions [9][12]. - The park includes a unique theme area based on the Chinese classic "Journey to the West," making it the first of its kind globally [9][12]. Economic Impact and Local Development - The park is expected to generate significant economic benefits, with estimates suggesting that every 1 yuan of revenue could stimulate 18.8 yuan in additional economic activity [20][22]. - The local area has already seen a rise in accommodation prices, indicating the anticipated economic boost from the park's opening [20][22]. Competitive Landscape - Lego Park faces stiff competition from established players like Disney and Universal Studios, which have larger investments and broader audience appeal [12][13]. - Despite its late entry into the market, Lego Park aims to differentiate itself by focusing on educational and creative experiences for children [15][19]. Future Considerations - For Lego Park to replicate the success of Shanghai Disneyland in driving regional development, it must continuously improve service quality and innovate locally [20][24].
【广发资产研究】新投资范式2.0:世界秩序重塑—债务周期下的资产配置新策略系列(五)
戴康的策略世界· 2025-05-09 11:02
Group 1 - The article emphasizes that the restructuring of the global order is an irreversible underlying logic, driven by unconventional methods to address the current global supply and demand imbalance [3][4][14] - It highlights the increasing imbalance in trade, production, and debt between the G2 countries, with the U.S. as the largest consumer and China as the largest producer [9][13] - The article discusses the "Mar-a-Lago Agreement," which aims to reshape global trade and monetary order to alleviate the U.S.'s long-standing current account and fiscal deficits [11][23] Group 2 - The new investment paradigm is framed by three macro trading backgrounds: U.S. Treasury rates being "higher for longer," Chinese bond rates being "lower for longer," and an increase in global risk premium [5][12][32] - The article suggests that the ongoing trend of de-globalization will significantly disrupt the existing global asset allocation framework [9][13][33] - It notes that the U.S. reliance on debt expansion has led to continuous current account deficits and manufacturing hollowing out, while China benefits from a persistent trade surplus [9][13]