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 ...

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].

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]

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].

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]

证券代码：002175 证券简称：东方智造 编号：2025-001 投资者关系活动 类别 □特定对象调研 □媒体采访 □新闻发布会 □现场参观 □其他 □分析师会议 ☑业绩说明会 □路演活动 参与单位名称及 人员姓名 公司 2024 年度业绩说明会采用网络远程方式进行，面向全体投资 者。 时间 2025 年 5 月 9 日下午 16 点-17 点 地点 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云 访谈"栏目 上市公司接待人 员姓名 董事长王宋琪先生、董事兼总经理陈斌先生、董事兼副总经理彭敏 女士、独立董事陈守忠先生、财务总监陈伟先生、董事会秘书姜苏 莉女士 投资者关系活动 主要内容介绍 公司董事会已于 2025 年 4 月 29 日披露了 2024 年年度报告及 摘要。为了让广大投资者更深入全面地了解公司经营情况，公司于 2025 年 5 月 9 日(星期五)下午 16 点-17 点举办 2024 年年度业绩 说明会，就公司发展战略、生产经营等情况与投资者进行充分交 流，业绩说明会交流的主要内容如下： 问题 1：公司发了简易融资的公告，是要搞再融资吗？本次募 集资金的用途 ...

智通财经APP获悉，大摩重申迪士尼(DIS.US)"增持"评级，并将目标价从110美元上调至120美元。由于 主题公园与流媒体业务超预期扩张，迪士尼2025财年第二财季业绩超出华尔街预期，并宣布上调全年 展望。 该行认为，迪士尼在 2025 财年第二季度的业绩表现超出预期，收入同比增长 7%，且较预期高出 200 个基点，这主要得益于国内主题乐园和 ESPN 的强劲表现，同时 Disney+ 增加了订阅用户数量，并预计 将继续增长。 大摩指出，迪士尼上调2025财年调整后每股收益指引至+16%（原为高个位数%），股价单日上涨 10%，但当前估值仍未充分反映宏观风险。 主题公园与流媒体业务逆市增长 业绩显示流媒体服务Disney+订阅用户数逆势增长，受益于《雷神4》《安多》等优质IP内容；此外 ESPN黄金时段观众数创历史新高，广告收入激增。 ESPN流媒体服务将于下周公布定价（测试显示25美元/月，价格颇具吸引力），大摩预计2026财年贡献 有限但长期潜力显著。 此前旅游专家警告称，由于特朗普总统的关税，国际游客数量减少，客流量可能减少。但迪士尼美国本 土公园收入增长9%，人均消费提升5%，游客量增长2%。奥 ...

在"双碳"目标下，工业领域的碳排放压力日益加剧。作为能源消耗和碳排放的"大户"，工业园区的供热 系统如何实现绿色转型，尤其是零碳园区的供热系统如何低碳，成为必须攻克的关卡。本期碳讨，新京 报零碳研究院专访了中国节能协会副监事兼热泵专业委员会秘书长赵恒谊，解析高温和工业热泵在零碳 园区中的技术应用。 赵恒谊在接受采访时表示，高温热泵技术凭借其节能、环保、电气化三大优势，正成为工业零碳供热的 核心解决方案。然而，技术推广仍面临初期投资高、工艺整合难度大等挑战，亟须政策支持与用户行业 协同破局。 热泵并非通过燃烧产热，而是像"热量搬运工"，将低温热源提升至可用温度。其能源效率(COP)可达3- 6，即消耗1度电可产生3-6倍热能，远超燃煤锅炉(能效约90%)。"在余热回收场景下，能效甚至更 高。"赵恒谊举例，某啤酒厂采用热泵技术后，洗瓶热水和发酵冷却系统协同运行，综合能耗降低 60%。 另外，高温热泵以电力驱动，可与风电、光伏等可再生能源无缝衔接。在新疆、西藏等可再生能源富集 地区，绿电直接驱动热泵供热，实现"零碳闭环"。 供热减碳压力聚焦"范围一"，高温热泵成核心解决方案 在工业园区的碳排放结构中，供热是"最难啃 ...

Core Viewpoint - Company is focusing on integrating its three main business segments: environmental water services, solid waste treatment, and renewable energy, to create a synergistic ecosystem that enhances operational efficiency and competitive advantage [2][3]. Business Layout and Synergy - The company has developed a comprehensive service system through deep integration of its three main sectors, achieving a unified management process from planning to operation in the water services segment, and creating a resource recycling loop in the solid waste segment [2]. - The renewable energy segment is leveraging distributed photovoltaic systems and capital operations to support technology transformation and project implementation [2]. Business Growth and Market Expansion - The company reported revenue growth across all three main segments: water services increased by 7.43%, solid waste treatment by 32.00%, and renewable energy by 77.13% year-on-year [3]. - Future plans include enhancing the water supply safety system, upgrading supply networks, and expanding industrial wastewater treatment projects to solidify local market dominance [3]. - The solid waste segment aims to deepen industry integration and expand into emerging industrial waste services [3]. - The renewable energy segment will focus on integrated energy solutions and the development of zero-carbon industrial parks [3]. Profit Growth Drivers - Future profit growth is expected from improved operational efficiency in the water services segment, expansion into industrial wastewater treatment, and enhanced competitiveness in urban environmental services [5]. - The solid waste segment will focus on strengthening business collaboration and expanding into new service areas [5]. - The renewable energy segment aims to establish a comprehensive energy service industry that includes power trading and carbon trading [5]. Value Management and Shareholder Returns - The company emphasizes value management and shareholder returns by enhancing operational quality and implementing a special dividend plan, distributing cash dividends of 514 million yuan [6]. - Governance improvements and investor relations management are also prioritized to enhance decision-making and market value recognition [6]. ESG Initiatives - The company has actively engaged in ESG initiatives, focusing on environmental responsibility and sustainable practices across its business segments, earning recognition in various ESG rankings [8]. Financial Performance - In Q1 2025, the company reported a main revenue of 977 million yuan, a year-on-year increase of 8.25%, and a net profit of 305 million yuan, up 62.19% [8]. - The company’s debt ratio stands at 49.3%, with investment income of 283 million yuan and a gross margin of 20.89% [8].

海南出台地方级 自然公园管理办法 系统规范地方级自然公园全周期管理体系 海南日报讯(海南日报全媒体记者 孙慧)近日，省林业局印发实施《海南省地方级自然公园管理办 法(试行)》，系统规范地方级自然公园全周期管理体系，对森林公园、地质公园、海洋公园、湿地公园 等地方级自然公园建立清晰的管理制度框架。 《办法》指出，地方级自然公园不得擅自调整范围边界和功能区，因实施国家或省重大项目、优化 保护范围或者处置矛盾冲突等情形，可根据保护管理需要申请调整地方级自然公园范围和功能区。地方 级自然公园的管理单位要编制或者修编调整自然公园规划，并要与相应的国土空间详细规划相衔接。规 划期一般为十年，原则上应当与所在地国土空间规划保持一致。 《办法》明确，要严格保护地方级自然公园内的自然资源，以及自然遗迹、自然景观和文物古迹等 人文景观。禁止擅自在自然公园内从事采砂、采矿、采伐、破坏林地、修坟立碑、会所、房地产、开发 区、高尔夫球场、风力发电、光伏电场、开(围)垦、填埋或者排干自然湿地、永久性阶段自然湿地水资 源等破坏、污染生态环境的行为。 《办法》还明确，地方级自然公园要按照批复的边界范围，开展勘界立标，进行自然资源确权登 记。 ...