为持续引导投资者树立股东意识，积极行使股东权利，提升上市公司投资者关系管理水平，营造理性投资、价值投资、长期投资的市场氛围，9月17日，东 方证券联合上海证券交易所、上海市证券同业公会联合开展"我是股东"——走进沪市上市公司招商轮船（601872）活动顺利举行。东方证券投资者教育基地 组织高净值个人及机构投资者等30余位，实地参观了轮船招商总局，并与公司高管进行了深度交流。 "我是股东"走进上市公司活动自2013年启动以来，已陪伴投资者走过十余年历程，累计组织投资者走进沪市上市公司超过2000家次，仅2024年就达到450家 次，成为资本市场促进投资者与上市公司双向沟通、增强投资者获得感的重要品牌。 在投资者交流会现场，招商轮船董事会秘书孔康，董事会办公室总经理李漫、董事会办公室副总经理刘宇丰、ESG总监蔡晓华等出席活动。招商轮船董秘孔 康先生在致辞中向投资者重点介绍了公司近期在航运主业和ESG工作中取得的亮眼成绩，并强调公司始终将投资者回报和持股体验放在公司价值创造的核心 位置，让广大股东切实分享公司发展的成果。 据了解，招商轮船作为招商局旗下重点发展远洋运输的航运企业，经营和管理着大中华地区历史最悠久、最 ...

Beth特别推荐IBS Central作为会议期间的最佳地点之一。在这里，人们可以遇见专注于特定行业的专业 人士，并有机会进行深入交流。此外，AI技术是当前讨论的热点话题之一，它正引领着行业的未来方 向。 展望未来五年，Beth认为智能系统和集成技术将通过提高效率、缩短周期时间、降低成本以及改善买家 体验来重塑行业格局。然而，在这个快速变化的时代里，过渡到新技术的同时保持运营速度是一个巨大 的挑战。对于那些不适应变化的企业来说，可能会迅速落后于竞争对手。 2026年美国国际建筑建材展览会（IBS）正在筹备一场教育盛会，旨在汇集行业顶尖人才，共同探讨解 决实际问题的新方法。Beth Byrd，Anewgo公司的销售副总裁，是一位在设计和建筑行业拥有超过25年 经验的行业领袖。她将在此次会议上分享关于高效、经济、持久且美观的住宅建设策略。 Beth Byrd的演讲主题为《重塑住宅建设：创新、高效且经济实惠的社区》。她将深入探讨高性能建筑 系统、精心设计和集成技术如何结合，以实现高效、经济实惠、持久耐用且美观的住宅建设。Beth还强 调了从经典设计中汲取教训的重要性，这些策略不仅实用，而且可以立即应用于实际项目中。 ...

Group 1 - The core viewpoint emphasizes the company's commitment to technology-driven innovation, diversified content development, international expansion, and deepening social responsibility to contribute to high-quality economic development in China [2][3] Group 2 - The company plans to enhance the application of AI technologies, including natural language processing, machine learning, and big data analytics, to achieve real-time generation, precise recommendations, and in-depth analysis of financial information [2] - The company aims to expand its content coverage into emerging sectors such as green economy, digital economy, and biotechnology, thereby providing specialized and in-depth financial information [2] - The international strategy includes establishing overseas branches, collaborating with local media, and launching multilingual versions to increase global influence and become a significant source of financial information [2] - The company is committed to fulfilling its social responsibility by promoting sustainable development through the publication of environmental, social, and governance (ESG) related financial information [2]

Group 1: Digital Currency Developments - The People's Bank of China will implement a new digital RMB management framework starting January 1, 2026, transitioning from cash-based to deposit-based digital currency [2][3] - The company is among the few in China providing a full-stack technology service for digital RMB, including hardware and software solutions [3][4] - The company has established digital RMB systems for 10 rural credit and city commercial banks, creating regional platforms in cities like Guangzhou and Fangchenggang [3] Group 2: Innovative Platforms and Applications - The Beibu Gulf Digital RMB Comprehensive Service Platform launched in September 2023, featuring the first cross-institution digital RMB smart consumption solution [3][4] - The platform supports the issuance of digital RMB red envelopes and implements smart contracts for precise subsidy distribution [3] Group 3: Foreign Currency Exchange Solutions - The company has introduced foreign currency exchange machines that support real-time exchanges for currencies like HKD, USD, GBP, JPY, and EUR, operational 24/7 in various locations [4] - These machines have been deployed in major banks and were utilized during the Hangzhou Asian Games [4] Group 4: Financial Robotics and AI Integration - The company is advancing its financial robotics technology, collaborating with major banks to implement intelligent banking solutions [4] - With over 200,000 bank branches in China, the integration of robots is seen as a significant market opportunity for upgrading banking services [4] Group 5: Overseas Business Growth - The company has been expanding internationally since 2003, with a compound annual growth rate of over 20% in overseas revenue over the past decade [5] - It operates in over 120 countries and regions, focusing on localizing its global strategy and enhancing its sales network [5] - Future efforts will target Southeast Asia, the Middle East, and Latin America, leveraging domestic innovations in transportation to penetrate these markets [5]

Core Insights - The article emphasizes that Beijing's foreign trade enterprises are leveraging "innovation" to navigate global trade tensions and tariffs, transitioning from traditional OEM models to high-quality development through self-research and global branding [1] - The "14th Five-Year Plan" outlines the core task of promoting trade innovation and building a strong trade nation, pushing foreign trade development beyond traditional frameworks towards a new quality characterized by high-tech empowerment and efficient operations [1] - The integration of domestic and foreign trade has become a stabilizing factor for Beijing's foreign trade enterprises, enabling them to mitigate market risks and expand growth opportunities [1] Group 1: Innovation in Cross-Border E-Commerce - Worthbuy Technology is exemplifying how Beijing's digital economy firms are reshaping cross-border trade by focusing on localized content-driven consumption platforms rather than just product transactions [2] - The company has successfully replicated its domestic model in overseas markets like Thailand and Indonesia, adapting to local market conditions while planning further expansion in Southeast Asia and the Middle East [2] - Worthbuy Technology utilizes SaaS solutions and data capabilities to support overseas partners in building similar content-driven platforms, enhancing user-brand matching [2] Group 2: JD.com's International Expansion - JD.com is intensifying its international development, with its cross-border e-commerce platform JD Global Sales announcing new shipping zones in Malaysia and Thailand, and establishing over 100 overseas warehouses [3] - The platform has achieved over 100% year-on-year growth in transaction volume and order quantity during the 11.11 shopping festival, with cross-border shipping services seeing a 300% increase in transaction volume [3] - JD.com is integrating AI technology into cross-border trade, streamlining product listing processes and enhancing customer service through AI-driven solutions [4] Group 3: AI Empowerment in Trade - Beijing is leveraging AI technology to enhance cross-border trade, addressing traditional pain points such as language barriers and supply chain complexities [5] - AI applications are creating an efficient digital support system for local foreign trade enterprises, facilitating smoother connections to global markets [5] Group 4: Digital Economy Outbound Innovation Base - The Beijing Digital Economy Enterprises Outbound Innovation Service Base aims to support outbound enterprises by providing better services, reducing transaction costs, and offering platform resources [6] - The base has established partnerships with countries along the Belt and Road Initiative, facilitating international digital economy cooperation and project implementation [7] - It is developing a comprehensive service system to assist enterprises in navigating international markets, including policy innovation and compliance support [8] Group 5: Domestic and International Trade Integration - Beijing enterprises are deepening their integration of domestic and foreign trade, adopting strategies that balance domestic market stability with overseas growth [9] - JD.com has initiated a 200 billion yuan export-to-domestic sales support plan, significantly engaging over 10,000 foreign trade enterprises [10] - The company aims to help foreign trade enterprises transition to domestic markets, with JD's self-operated model driving substantial order growth [10] Group 6: Support for Foreign Trade Enterprises - JD.com has established a 24/7 feedback team to address foreign trade merchants' needs and is providing comprehensive support for store setup and marketing [11] - Douyin Group is also enhancing support for foreign trade enterprises through a full-service approach, including promotional assistance and streamlined onboarding processes [12] - The Beijing government is implementing measures to foster the integration of domestic and foreign trade, creating a conducive environment for high-quality development [12]

2023年，惊蛰研究所在《30岁的路口，这些90后选择离开大城市》一文中，访谈了三位选择离开大城市回到老家的90后。 他们中，有人因为感情和事业发展的停滞，不得不面对现实、重新规划人生；有人在亲历互联网行业的红利期后，选择回乡考公；还有人因为厌倦了大厂 的忙碌与内卷的工作氛围后，选择了更稳定的工作环境，回到老家乡村重新找回生活。 如今时隔近三年，返乡的90后们如愿过上自己想要的生活了吗？带着这个问题，惊蛰研究所发起了一次回访，和他们重新聊了聊各自的"人生新旅程"。 回老家？其实可以再多想想 2023年接受惊蛰研究所的访谈时，阿龙已经离开北京3年多，在老家山东临沂重新找到了工作与生活的落脚点。如今再回头看这段选择，他并不急着给 出"对或错"的结论。 "选择不同，结果就不同。北漂有所得，也一定有失去，关键还是看你想要什么。"阿龙告诉惊蛰研究所，2019年回到老家时，自己并不是毫无准备。他原 本的设想是，依托自己在互联网行业积累的经验，先找一份相对对口的工作，再慢慢尝试自己做点事情。 现实却很快给了他反馈。"刚回来时，还是想按照以前的工作经验走，但发现并不容易，最后也没成功。"在北京，阿龙主要从事广告优化、电商相关 ...

Group 1 - The article highlights a renewed focus on dividend assets as investors seek stability amid market fluctuations, with significant inflows into dividend-themed ETFs recently [1] - The technology sector, represented by AI, has seen strong growth until the third quarter of 2025, while the dividend sector experienced a correction; however, since October, funds have been returning to the dividend sector due to market divergence and overseas liquidity impacts [1] - The current low interest rate environment and year-end market volatility position the dividend sector as a "ballast" for investors looking to balance risk in their portfolios [1] Group 2 - As of December 26, the dividend yield of the CSI Dividend Index reached 5.14%, compared to a 10-year government bond yield of 1.84%, indicating a favorable environment for dividend investments [1] - Recent policies, including the "New Nine Articles," have encouraged listed companies to optimize their dividend policies, leading to increased cash dividend enthusiasm among A-share companies [1] - Long-term funds, such as social security funds and insurance capital, are expected to increase their allocation to the dividend sector, especially as some institutional funds may shift from growth stocks to dividend stocks to secure annual returns [1] Group 3 - The article provides insights into various dividend-themed products offered by Jianxin Fund, including the CSI 300 Dividend Index and the CSI Dividend Potential Index, which focus on high dividend yield and strong dividend capability companies [2] - As of September 30, Jianxin's ETFs have significantly outperformed their benchmarks, with returns of 30.92% and 30.20% over three years, compared to benchmarks of 17.31% and 16.63% [2] - Jianxin's high dividend theme fund has a diversified portfolio, with 30.38% of its holdings in Hong Kong stocks, focusing on traditional high-dividend sectors like utilities, while also including sectors like telecommunications and pharmaceuticals [2]

Core Insights - The article discusses Leap Motor's ten-year journey and future strategic planning, emphasizing its transition from survival to aiming for a world-class smart electric vehicle company [1][3][24] Group 1: Company Overview - Leap Motor was founded by an engineer with a background in security and electronics, lacking the typical advantages of internet companies or traditional automakers [5] - The company initially struggled with its first model, S01, but found success with the T03, establishing a stable sales trajectory [7][9] Group 2: Sales and Growth - Leap Motor's sales have shown significant growth, delivering approximately 44,000 vehicles in 2021, over 100,000 in 2022, and reaching 140,000 in 2023, with projections nearing 300,000 in 2024 and close to 600,000 by 2025 [9][24] - The company aims to achieve annual sales of 4 million vehicles by 2033, with a target of 1 million units by 2026 [18][20] Group 3: Technological Development - Leap Motor has invested heavily in core technologies, focusing on battery, electric drive, and electronic architecture, which are seen as essential for electric vehicles [10][12] - The company has developed a self-research and manufacturing system, with self-produced components accounting for about 65% of vehicle costs [12] Group 4: Market Positioning and Strategy - The new slogan "Upward, Lead" reflects Leap Motor's shift in focus from survival to establishing its position in the industry [3][24] - The company is enhancing its product lineup with the introduction of the D series, which features advanced technologies and aims to elevate the brand's market presence [23][26] Group 5: Future Challenges and Opportunities - Leap Motor acknowledges the challenges ahead, including price competition and the complexities of globalization, as it transitions into a more competitive environment [24][26] - The partnership with Stellantis is part of its strategy to strengthen its global presence, with expectations of significant overseas sales by 2025 [18][26]

Core Insights - The gaming industry is experiencing significant growth, with domestic self-developed game revenue surpassing 350 billion and industry scale exceeding 390 billion, reflecting a 10% year-on-year increase [1] - The net profit of listed gaming companies in A-shares and Hong Kong stocks increased by 38.6 billion, a 23% year-on-year growth, alongside a 11.9 billion increase in R&D investment [1] - However, the industry faces challenges as the logic of game development shifts from "creating games to attract traffic" to "creating games for traffic" [3][4] Industry Trends - The gaming industry's high-quality development is becoming a consensus, but the reality is that new products are struggling to break through due to a solidifying leaderboard [4] - The number of new products entering the iOS top 100 list is declining, with only a few evergreen products generating significant revenue, which increased by 14% year-on-year [4] R&D Perspective - The focus for game development is shifting towards content that is more conducive to sharing and virality, as daily app usage increases while gaming time decreases [8] - Developers are encouraged to adopt a creator's perspective by enhancing visual appeal, providing low-threshold sharing tools, and leveraging AI for innovative gameplay [10][12] Operational Strategy - The future of long-term game operation lies in achieving "full-scenario coverage," which involves multi-platform experiences and effective marketing events [12] - Successful examples include the integration of live events and cross-industry collaborations, such as the "Airdrop Festival" by "Peace Elite," which significantly boosted engagement and sales [13][15] Growth Strategy - Social sharing is identified as a key growth driver, with 20% of Douyin users sharing content daily, indicating the importance of social engagement in long-term operations [17] - AI technology is becoming essential for content production, significantly reducing development cycles and enabling automated content generation [19] Future Outlook - The gaming industry is expected to face a reduction in traffic dividends, necessitating a deeper understanding of traffic management and content operation [23] - Companies must evolve from mere developers to comprehensive content ecosystem operators, focusing on maximizing the efficiency of their traffic management strategies [23]

对于企业而言，针对中央经济工作会议提出的持续扩大内需等议题会有哪些举措？2026年有哪些战略发展目标？新京报贝壳财经记者近期就此采访了深圳市 轻量智造科技有限公司创始人、首席执行官王志宇。 深圳市轻量智造科技有限公司创始人、首席执行官王志宇。受访者供图 新京报贝壳财经：中央经济工作会议提出持续扩大内需、优化供给，做优增量、盘活存量，因地制宜发展新质生产力，对此，轻量智造会有哪些具体举措？ 王志宇：产品创新方面，我们会持续攻坚3D打印批量制造核心技术，重点攻克打印效率提升、多材料适配打印等关键技术瓶颈，推出2款针对不同细分场景 的机型；同步建立完善的产品质量控制体系，构建技术竞争壁垒。 在业务线拓展方面，以"设备+服务+材料"一体化为核心延伸业务边界，在核心设备销售基础上，拓展材料耗材销售，逐步实现对传统注塑工艺的部分替 代，夯实公司在SMB批量制造赛道的领先地位。 王志宇认为，2026年是轻量智造产业化落地与市场拓展的关键之年，核心目标是实现首款产品市场破冰与规模化营收，依托众筹平台和自建独立站瞄准欧美 SMB市场，实现年度营收突破1亿元。同时搭建覆盖欧美线下网络渠道，发展5-8家区域核心经销商，推动产品市场 ...