Core Viewpoint - The article discusses the ongoing "takeout war" in China's food delivery industry, highlighting the intense competition among major players like Meituan, Ele.me, and JD.com, and the impact on consumers and small businesses [5][7][11]. Industry Overview - The food delivery market has seen a significant influx of investment, with companies burning hundreds of billions in a saturated market to capture high-frequency consumer demand [5][7]. - JD.com has entered the market with a strategy focused on quality takeout, targeting chain restaurants to quickly scale operations [7][9]. Market Dynamics - The daily order volume in the food delivery sector has surged, with peak orders reaching 2.5 billion, indicating a rapid expansion of the market [7][8]. - The competition has led to a "zero-sum game," where the gains of one player often come at the expense of another, affecting the sustainability of consumer habits [11][12]. Consumer Behavior - The article notes a shift in consumer habits, with increased frequency of orders for low-cost items like coffee and milk tea, driven by promotional campaigns [8][9]. - However, the sustainability of these habits is questioned, as the initial surge in orders may not be maintained once subsidies decrease [7][11]. Business Challenges - Small business owners are struggling to maintain profitability amid rising order volumes, leading some to withdraw from delivery platforms altogether [12]. - The intense competition has resulted in operational challenges, with delivery personnel and restaurant staff facing increased pressure to meet demand [11][12].

Group 1 - The core message emphasizes that when people unite to defend peace and justice, they can overcome severe threats to humanity, as demonstrated by the history of World War II [2][3] - The Chinese people's victory in the Anti-Japanese War is highlighted as a significant contribution to the global anti-fascist struggle, showcasing the importance of collective efforts in achieving success [2] - The collaboration between the United States and China during World War II serves as a historical example of how setting aside differences can lead to substantial achievements, which is relevant in addressing current global challenges [2] Group 2 - The article discusses the importance of international cooperation in addressing global challenges such as economic imbalances, climate change, and artificial intelligence governance, especially in the context of a complex international landscape [3] - China's development model, which focuses on people-centered growth and has lifted millions out of poverty, is presented as a unique approach that emphasizes peace and mutual benefit in international relations [3][4] - The advocacy for a new type of international relationship based on mutual respect, fairness, and cooperation is underscored, rejecting zero-sum game mentalities that lead to mutual losses [3][4]

Group 1 - The core idea of the article revolves around the concept of the "Third Option," which emphasizes finding collaborative solutions in conflicts rather than engaging in zero-sum games [1][5][13] - The case of ByteDance illustrates how a product team and a technical team resolved their conflict by breaking down a feature into three versions, leading to unexpected user approval and collaboration [1][3] - The "Third Option" is contrasted with traditional approaches to conflict resolution, which often involve compromise or confrontation, highlighting the potential for creating greater value through collaboration [3][5] Group 2 - The article discusses the "Four Steps to Collaboration" as a practical guide to implementing the "Third Option" in workplace conflicts [6] - The first step involves inviting the other party to explore a better solution together, signaling a willingness to cooperate [7] - The second step focuses on defining mutually recognized success criteria to ensure that both parties have a clear understanding of what constitutes a win [8] - The third step encourages brainstorming without limitations to generate creative solutions [9] - The final step is to confirm the collaborative solution and take action, ensuring it meets the established success criteria [10] Group 3 - The article warns against the "GET Trap," which refers to the pitfalls of focusing on personal gain, being controlled by emotions, and defending one's territory, ultimately hindering collaboration [12] - It emphasizes that the essence of the "Third Option" lies in improving communication and overcoming limited thinking, rather than competing for scarce resources [13] - The article concludes by reiterating that true success in conflicts comes from creating win-win situations, rather than viewing life as a zero-sum game [13]

Core Viewpoint - The implementation of "reciprocal tariffs" by the U.S. is reshaping global trade dynamics into a more pronounced zero-sum game, with significant implications for ASEAN countries and the broader multilateral trade system [1][8]. Group 1: Impact of Reciprocal Tariffs - The U.S. has established a framework for "reciprocal tariffs" that allows for unilateral adjustments, replacing the multilateral agreements advocated by the WTO, thus granting the White House substantial discretionary power [2]. - ASEAN countries face challenges in forming a unified response due to their diverse political and economic structures, leading to individual negotiations with the U.S. [1][2]. - The new tariff structure has resulted in varying tax rates for ASEAN countries, with Vietnam facing a 20% tariff, which could significantly impact its export sectors and employment [3][4]. Group 2: Economic and Political Repercussions - The tariffs are not merely a tax adjustment but a strategic tool for the U.S. to compel concessions from other nations, creating a dynamic balance rather than mutual reductions in trade barriers [2][8]. - The tariffs have led to increased tensions in the region, as seen in the military conflict between Thailand and Cambodia, which was influenced by U.S. trade policies [5]. - The RCEP agreement is seen as a potential counterbalance to U.S. tariffs, with expectations of increased intra-regional trade and reduced tariffs over time, although immediate benefits may be limited due to varying levels of development among ASEAN members [6][7]. Group 3: Long-term Considerations - The long-term outlook suggests that the U.S. may continue to rely on tariffs as a tool for trade negotiations, creating a prolonged period of uncertainty for global trade and investment [8]. - ASEAN countries must enhance internal coordination and develop resilient supply chains to mitigate the adverse effects of U.S. tariffs and maintain competitiveness in the global market [8].

Group 1 - The article discusses the renewed tensions in US-China relations following Trump's return to the White House, particularly focusing on the imposition of 10% tariffs on all Chinese goods in early 2025 [1][16] - Joseph Nye, a prominent scholar in international relations, warns that a zero-sum game approach between the US and China could lead to severe strategic miscalculations, emphasizing that the world has changed since the Cold War [3][5][12] - The article highlights the interdependence of the US and Chinese economies, noting that in 2024, the trade volume between the two countries reached $688.3 billion, with over 70,000 American companies operating in China [16][18] Group 2 - The article outlines the challenges faced by US companies in abandoning the Chinese market, as many rely heavily on it for sales, with major exports like soybeans and cotton significantly dependent on China [18][22] - It emphasizes China's advantages, including a large domestic market, a comprehensive industrial system, and efficient government policies that allow for quick responses to economic challenges [22][24] - The concept of "positive-sum game" is introduced, where cooperation is encouraged to expand mutual benefits, contrasting with the adversarial approach taken by the US [26][28] Group 3 - The article warns of the potential for small conflicts to escalate into larger crises, drawing parallels to historical events that led to global wars, highlighting the need for strategic foresight [30][35] - It suggests that the US's outdated strategic thinking is causing self-inflicted harm, as decision-makers fail to recognize the interconnected nature of the current global economy [43][45] - The article concludes with a call for US policymakers to heed Nye's warnings and work towards stabilizing US-China relations for mutual benefit [45]

Core Points - The Sudanese civil war has escalated into a political confrontation with the establishment of a "parallel government" by the Rapid Support Forces (RSF) on July 26, 2023, indicating a shift from military to political conflict [1][2] - The RSF, along with its allies, has gained significant military control and is asserting its political independence, challenging the legitimacy of the Sudanese Armed Forces (SAF) [3][5] - The ongoing conflict has resulted in a humanitarian crisis, with over 150,000 deaths and millions displaced, drawing comparisons to other global conflicts [7][11] Group 1: Political Developments - The RSF has formed a political alliance called the "Sudan Founding Alliance," which includes 23 political and armed groups, and has begun operating its own government structures [5][6] - The SAF has attempted to consolidate power by proposing a transitional government and amending the constitution to exclude the RSF and its allies from power [4][6] - The establishment of the "parallel government" by the RSF is a direct response to the SAF's actions and reflects the deepening political divide in Sudan [6][7] Group 2: Military Dynamics - The RSF has approximately 120,000 troops and controls significant territories, including key locations in Darfur and parts of Khartoum [3][4] - The SAF has launched military offensives to regain control over lost territories, particularly targeting the capital [4][5] - The conflict has seen external influences, with various countries providing support to both the RSF and SAF, complicating the military landscape [8][9] Group 3: Humanitarian Impact - The civil war has led to a severe humanitarian crisis, with 8.85 million people displaced and 3.5 million becoming refugees [7][11] - The Sudan Doctors Union reports that at least 520,000 children have died from malnutrition due to the ongoing conflict [7] - The situation in Sudan is increasingly dire, with the potential for further escalation and regional instability [11]

Core Viewpoint - The China Metal Materials Circulation Association has issued a proposal to resist "involution-style" vicious competition and promote a scientific and orderly development of the steel circulation industry [1] Group 1: Industry Competition - The proposal emphasizes the need to abandon "involution-style" competition and strictly adhere to the Anti-Unfair Competition Law of the People's Republic of China [1] - It calls for a firm resistance against unfair practices such as selling below cost, defaming reputation, and stealing trade secrets [1] - The association advocates for healthy competition based on product quality, service value, and technological innovation [1] Group 2: Industry Collaboration - The proposal encourages strengthening industry information exchange and risk warning to avoid blind expansion or irrational order grabbing [1] - It promotes exploring mutually beneficial cooperation models in logistics, warehousing, and processing to reduce overall social costs [1] - The association firmly opposes behaviors such as mutual defamation, malicious price cutting, and non-compliant order grabbing, aiming to avoid falling into the "zero-sum game" trap [1]

期货盯盘神器专属文章 亚洲烧碱周报："内卷"政策下的零和博弈，烧碱价格逆势上涨，是铝土矿需求太强，还是供应"另有隐 情"？ 相关链接 ...

回顾过去的关税战，中国在面对特朗普挑起的关税战争时，表现出了惊人的韧性和灵活性。在这场"贸易战"中，中国并未选择妥协，而是通过自身的经济 实力和市场吸引力进行反击，最终迫使美国撤回了部分过于极端的措施。这一过程中，世界各国都看到了中国在面对美国压力时展现出来的实力。 事实上，美国对中国的"威胁"更多地像是一部幻想小说。假设中美关系进一步恶化，稀土资源的供应中断，中美贸易基本断绝，这种局面恐怕连美国自己 都不敢细想。稀土作为现代科技的基础，中国在全球稀土市场中的主导地位意味着，一旦中国决定限制稀土出口，美国的智能手机、先进武器甚至日常工 业产品的生产链条可能会陷入停滞。 除此之外，中国的"后招"远不止于此。金融领域是一个强有力的反制工具。中国持有大量美国国债，若中国决定大规模减持，美国的金融市场将受到剧烈 冲击，美元汇率下跌、利率飙升，甚至美国经济的正常运转都会受到极大威胁。 在外交手段上，中国同样有着多种策略。加强与俄罗斯的战略合作、推动金砖国家的经济合作、扩大上海合作组织的影响力，这些举措都不仅是为了应对 美国的威胁，而是在为未来的全球战略格局布局。当美国仍在沉迷于"零和博弈"的思维方式时，中国早已在棋盘上 ...

Core Points - The European Union (EU) has unanimously approved a retaliatory tariff list targeting key American industries worth €93 billion, including aircraft, automobiles, and whiskey, shortly after Ursula von der Leyen's visit to Beijing [1][5] - This shift in EU policy reflects a strategic pivot towards China, as the EU seeks to redefine its relationship with China amidst increasing pressure from the U.S. [3][11] Group 1: Economic Implications - The EU's tariff list includes €21 billion targeting agricultural products like soybeans and corn, aimed at Republican strongholds, and €72 billion focused on high-value industrial goods, directly affecting key states in the upcoming U.S. elections [5][6] - The EU's trade deficit with the U.S. has surged, while EU investments in the U.S. have created 4 million jobs, indicating a complex economic interdependence that could be disrupted by a trade war [6][8] Group 2: Technological Considerations - The U.S. Inflation Reduction Act has provided substantial subsidies that threaten to siphon off European renewable energy companies, highlighting the EU's need for green technology cooperation with China [8][9] Group 3: Geopolitical Context - The ongoing Russia-Ukraine conflict has placed additional strain on the EU, which bears a significant burden of refugee costs while U.S. arms manufacturers have seen profits soar, prompting the EU to seek new strategic partnerships [9][11] - The EU's recent actions signify a desire to assert its sovereignty and independence from U.S. influence, aiming to become a partner to all major powers rather than a subordinate ally [11]