本文来自微信公众号：薯仔在发呆，作者：HenryYang，头图来自：AI生成 如果要问当代互联网从业者，特别是在大厂工作的朋友，最期待的一件事是什么？那大概率得到的回答会是——拿礼包。对于一年前的我，拿礼包也算是 top3 希望发生的事了，具体原因暂且按下不表了（给自己挖个坑，后面有机会再写一写填上）。 没想到后来还真就收到礼包了，虽然 N+1 算下来并没有网友们流传的那么多，但也就权当是提前发年终奖了吧。 虽说之前一边期待拿礼包，一边准备后路，但是因为各种原因并没有找到合适的机会，这下礼包到手了，又有点迷茫了。 思考了几天后，突然发现，好家伙，能做的事也太多了，脑图都快给撑爆了。 在大厂工作期间，几乎找不到什么时间可以做自己的事情，全身心都投入到主业上了，工作日平均 995，到了家也就只想躺着；虽说有双休，脑子里也都 是想着除了日常的需求之外还能做哪些"分外之事"，结果是事没做什么，心里却累得不行。 离职后倒好了，一天下来除了吃饭睡觉带娃，剩下的时间完全回到自己身上，有足够的时间思考自己需要做什么，这种突然涌入的幸福感实在是难以言 表。 现在回头看看，这十个月以来总共做了四件事： 最开始做独立开发，其实并没 ...

Core Viewpoint - The implementation of the "Independence Standards for Certified Public Accountants" marks a new phase in the institutional regulation of independence in China's CPA industry, emphasizing the importance of independence in audit practices [1][2]. Group 1: Regulatory Changes - The new independence standards are designed to address issues identified in industry regulation, including prohibiting CPA firms from preparing financial statements for audit clients, thereby eliminating conflicts of interest [2]. - The standards incorporate both domestic practices and international guidelines, with some provisions being stricter than international norms, reflecting China's commitment to combat financial fraud in capital markets [1][2]. Group 2: Impact on the Industry - The reform aims to transform the CPA industry towards greater professionalism and standardization, establishing independence as a non-negotiable baseline for the industry [2]. - By converting the subjective notion of "substantive independence" into quantifiable compliance standards, the new regulations are expected to enhance the credibility of audits and optimize the market ecosystem [2].

Group 1 - The company has nominated Huang Juan as an independent director candidate for its fourth board of directors, confirming her independence and compliance with relevant regulations [1][2][3] - Huang Juan has undergone qualification review by the company's nomination committee and has no relationships that could affect her independent performance [1][2] - The candidate has confirmed that she meets the qualifications and conditions set by the China Securities Regulatory Commission and the Shenzhen Stock Exchange for independent directors [2][3][4] Group 2 - The company has also nominated Zhang Jianping as an independent director candidate, who has agreed to the nomination and confirmed his independence [29][58] - Zhang Jianping has passed the qualification review and has no conflicts of interest that could impact his independent duties [29][58] - The nomination is based on a thorough understanding of Zhang Jianping's professional background, qualifications, and absence of any significant credit issues [29][58]

Core Viewpoint - The implementation of the "Independence Standards for Certified Public Accountants No. 1" marks a new phase in the institutionalization of independence regulation in China's CPA industry, addressing the critical issue of auditor independence which has been a significant factor in audit failures [1][2] Group 1: Regulatory Changes - The new independence standards are designed to integrate with existing laws and regulations while reflecting China's unique characteristics [1] - The standards combine advanced international guidelines with domestic practices, with some provisions being stricter than international norms, demonstrating China's commitment to combatting financial fraud in capital markets [1] Group 2: Specific Provisions - The standards include explicit prohibitions against accounting firms preparing financial statements or notes for audit clients, effectively severing the conflict of interest [2] - There is a strict ban on providing audit services on a contingent fee basis, which aims to eliminate potential compromises to independence from an economic perspective [2] Group 3: Industry Impact - The reform is expected to drive the CPA industry towards greater professionalism and standardization, with independence becoming a non-negotiable industry baseline [2] - This transformation is seen as a necessary response to industry pain points, aimed at restoring audit credibility and optimizing the market ecosystem [2]

深圳市科思科技股份有限公司 独立董事候选人声明与承诺 本人刘荣荣，已充分了解并同意由提名人公司董事会提名为深圳市科思科技 股份有限公司第四届董事会独立董事候选人。本人公开声明，本人具备独立董事 任职资格，保证不存在任何影响本人担任深圳市科思科技股份有限公司独立董事 独立性的关系，具体声明并承诺如下： 一、本人具备上市公司运作的基本知识，熟悉相关法律、行政法规、部门规 章及其他规范性文件，具有五年以上法律、经济会计、财务、管理等履行独立董 事职责所必需的工作经验。 二、本人任职资格符合下列法律、行政法规和部门规章以及公司规章的要求： （一）《中华人民共和国公司法》等关于董事任职资格的规定； （二）《中华人民共和国公务员法》关于公务员兼任职务的规定（如适用）； （三）中国证监会《上市公司独立董事管理办法》和上海证券交易所自律监 管规则有关独立董事任职资格和条件的相关规定； （四）中共中央纪委、中共中央组织部《关于规范中管干部辞去公职或者退 （离）休后担任上市公司、基金管理公司独立董事、独立监事的通知》的规定（如 适用）； （五）中共中央组织部《关于进一步规范党政领导干部在企业兼职（任职） 问题的意见》的相关规定（ ...

Core Viewpoint - The candidate, Jiang Dequan, has declared his qualifications and commitment to serve as an independent director for Shanghai Mengke Pharmaceutical Co., Ltd, ensuring his independence and compliance with relevant regulations [1][4]. Summary by Sections Qualifications and Experience - The candidate possesses basic knowledge of listed company operations and has over five years of relevant work experience in law, economics, accounting, finance, and management [1]. - The candidate holds a doctoral degree in accounting and has professional qualifications as a professor in the field [4]. Compliance with Regulations - The candidate meets the requirements set forth by various laws and regulations, including the Company Law of the People's Republic of China and the guidelines from the China Securities Regulatory Commission regarding independent directors [1][2]. - The candidate has undergone qualification review by the nomination committee of Shanghai Mengke Pharmaceutical Co., Ltd and has confirmed compliance with the Shanghai Stock Exchange's self-regulatory guidelines [4]. Independence Assurance - The candidate asserts independence, stating that he does not have any relationships that could affect his impartiality, including not being a major shareholder or having significant business dealings with the company [3][4]. - The candidate has no adverse records, such as administrative penalties or criminal charges from the China Securities Regulatory Commission in the past 36 months [3]. Commitment to Responsibilities - The candidate acknowledges the responsibilities of an independent director and commits to adhering to all relevant laws, regulations, and rules set by the China Securities Regulatory Commission and the Shanghai Stock Exchange [4][5]. - The candidate has pledged to resign if any circumstances arise that would compromise his qualifications as an independent director [5].

浙江福莱新材料股份有限公司 第一章 总则 第一条 为进一步完善浙江福莱新材料股份有限公司（以下简称"公司"） 的治理结构，切实保护中小股东及利益相关者的利益，促进公司的规范运作，根 据《中华人民共和国公司法》 （以下简称"《公司法》"）、 《中华人民共和国证券法》、 《上市公司独立董事管理办法》、 《上市公司治理准则》等法律、法规和规范性文 件，以及《浙江福莱新材料股份有限公司章程》 （以下简称"公司章程"）的有关 规定，并结合本公司的实际情况，制定本制度。 第二条 独立董事是指不在公司担任除董事外的其他职务，并与其所受聘的 上市公司及其主要股东、实际控制人不存在直接或间接利害关系，或者其他可能 影响其进行独立客观判断关系的董事。 第三条 独立董事对公司及全体股东负有忠实与勤勉义务。独立董事应当按 照相关法律、法规和公司章程的要求，认真履行职责，在董事会中发挥参与决策、 监督制衡、专业咨询作用，维护上市公司整体利益，保护中小股东合法权益。独 立董事应当独立履行职责，不受公司主要股东、实际控制人、或者其他与公司存 在利害关系的单位或个人的影响。 第二章 独立董事的任职条件 第四条 担任独立董事应当符合下列条件： ...

Core Viewpoint - The Federal Reserve's policy direction is becoming a central battleground in U.S. politics and economics, influenced by President Trump's pressure for interest rate cuts and the complexities of global economic uncertainty and tariff policies [1][3]. Group 1: Pressure on the Federal Reserve - President Trump has publicly called for the Federal Reserve to lower interest rates to between 0.5% and 1.75%, criticizing the current leadership for being slow and costing the U.S. economy "hundreds of billions" [3]. - The current policy rate is maintained at 4.25%-4.5%, significantly higher than Trump's target, with Fed officials emphasizing that policy decisions should be data-driven [4][5]. - The Fed's cautious stance is attributed to persistent inflation risks and the need to maintain its independence from political pressures [5]. Group 2: Transition Planning for Fed Leadership - Treasury Secretary Mnuchin is preparing for the transition of the Fed chair position after Powell's term ends in May 2026, aiming for a smooth nomination process in late 2025 [6][8]. - Potential candidates for the Fed chair include current Fed Governor Waller, who is familiar with monetary policy frameworks [7]. - The government plans to follow traditional procedures for the nomination process, contrasting with Trump's high-profile pressure tactics [8]. Group 3: Economic Data as Decision-Making Factors - Key economic data from July to August will be critical for the Fed's decision-making, including employment reports and inflation data [10]. - If employment data indicates a cooling labor market, it may open the door for a rate cut in September [10]. - The upcoming tariff policy decisions will also significantly impact inflation expectations and the Fed's approach [10]. Group 4: Future Outlook - The ongoing conflict over interest rates has evolved into a broader debate about the Fed's independence, with potential implications for economic stability [11]. - If summer data supports a rate cut, tensions may ease; however, persistent inflation could exacerbate conflicts between the White House and the Fed, affecting market stability [11]. - Market participants are advised to closely monitor key economic data and Fed officials' statements for signals of policy shifts [11].

沃勒和鲍曼均为特朗普第一任期任命的理事，其中鲍曼刚被提名为监管副主席，沃勒更是传闻中的下任主席候选人。一位华尔街分析师直言："这像是递给 白宫的投名状。" 上午8：30，经济数据雪片般飞来。美国5月核心PCE物价指数同比上涨2.7%，超出预期；然而个人消费支出环比下滑0.1%，收入更暴跌0.4%——这是年初 以来最大降幅。 华盛顿的夏夜闷热难耐，美联储主席杰罗姆·鲍威尔擦去额头的汗水，面对国会山议员们尖锐的提问。仅仅24小时前，他在这里坚称"当前不降息是合适 的"，话音未落，总统特朗普的怒火已席卷社交媒体："鲍威尔是最差的主席！立刻给我降息2到3个百分点！" 这场公开对决如同一颗投入金融市场的震撼弹，拉开了6月28日这个动荡交易日的序幕。 凌晨1：00，芝加哥商品交易所的交易屏幕闪烁着最新预测：美联储7月降息概率仅21%，而9月启动降息的可能性飙升至90%以上。市场刚刚消化了前一日 美联储高层的分裂立场——两位拥有投票权的官员沃勒与鲍曼意外转向鸽派，暗示7月可能降息；但随后十多位官员集体泼下冷水："需要更多数据！" 美联储点阵图暴露了内部裂痕：19位决策者中，7人坚持今年不降息，8人支持降息两次。这种近乎对立 ...

在美国前总统特朗普以前所未有的方式加码施压之际，美联储主席鲍威尔正准备在欧洲一个重要的央行论坛上发表讲话，这令市场高度关注他将 如何平衡货币政策的稳定信号与捍卫央行独立性的微妙立场。 周一，特朗普通过一封手写信函和社交媒体帖子，将他对美联储的批评推向新高潮。特朗普在手写信函中，附上了一张全球利率排名表，指责鲍 威尔让国家"损失了一大笔钱"，并要求其"大幅"降息。信中提到，如果美联储降息，将能节省"数千亿美元"的利息成本。 与此同时，特朗普在社交媒体上将矛头指向了整个美联储理事会，称鲍威尔及其同事"应该为让这种事发生在美国身上而感到羞耻"。这延续了他 数月以来对鲍威尔的攻击，此前他曾直接侮辱鲍威尔，甚至威胁要将其解雇，并在上周五公开喊话让鲍威尔辞职。 国际舞台上的支持与对比 今晚，这些压力都将聚焦于鲍威尔在欧洲央行的年度论坛上的讲话，该论坛常被称为欧洲版的"杰克逊霍尔"全球央行年会。 美国、欧元区、英国、日本和韩国的央行首脑们将就全球贸易紧张局势与中东冲突如何影响通胀与增长前景交换意见。但在多数国家通胀似乎受 控的背景下，更深刻的问题或将主导讨论：特朗普的保护主义与不可预测的经济政策，会终结这个统治全球金融80 ...