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奋进的河南 决胜“十四五”·郑州篇丨站在“十四五”与“十五五”的交汇点,一起回答——郑州是一座什么城
He Nan Ri Bao· 2025-10-09 23:40
郑州城市风貌。 资料图片 时代的进程,犹如环环相扣的乐章,不断鸣响动人的和弦。 发展,是一步接一步的奋斗。站在"十四五"与"十五五"的交汇点,我们需要重新认识和发现郑州:它究竟是 一座什么城? 从宏观视角看,国务院今年年初批复的《郑州市国土空间总体规划(2021—2035年)》明确城市定位:河南 省省会,中部地区重要的中心城市,国家历史文化名城,国际性综合交通枢纽城市。 如果从微观而具体的视角来细看,郑州有着更多"面相"。 ——一座历史文化名城。 金秋的街头,"郑州商城发现70周年"的标语,昭示着郑州的来处。 地处中华腹地,史谓"天地之中",古称商都,郑州是华夏文明的重要发祥地之一。拥有世界文化遗产2处12 项,全国重点文物保护单位83处89项,不可移动文物近万处;入选"全国十大考古新发现"16项,数量位居全 国城市首位,实证中华文明起源。近年来,传承历史文脉、繁荣文旅业态,"天地之中、黄帝故里、功夫郑 州"城市名片越擦越亮。 ——一座万亿之城。 作为全国第16个GDP过万亿城市,2024年郑州市完成地区生产总值14532.1亿元,市域城市建成区面积 1431.65平方公里,常住人口增至1308.6万人;20 ...
【广发宏观陈嘉荔】国庆假期海外宏观关注点
郭磊宏观茶座· 2025-10-08 07:01
广发证券资深宏观分析师 陈嘉荔 gfchenjiali@gf.com.cn 广发宏观郭磊团队 摘要 第一, 十一假期期间黄金价格再创新高。伦敦现货金价从 9 月 30 日的 3825.3 美元 / 盎司升至 10 月 6 日的 3949.45 美元 / 盎司。本轮金价上涨从 8 月第 四周开始,主要由美联储货币政策预期变化、美国政策不确定性上升、央行购金等多重因素共同推动。向后看,三个逻辑暂未变化:其一,主要经济体财政赤字率 仍在高位;其二,央行购金的结构性需求构成支撑, ETF 资金在利率下行周期中亦形成新增边际买盘;其三,全球宏观不确定性强化资产配置多元化趋势 。 第二, 美国政府自 10 月初起陷入"关门"状态,白宫与国会未能就预算拨款达成一致为主要背景。这是美国七年来首次政府全面停摆。短期来看,经济数据发布 将被迫中断,联邦雇员停薪休假可能造成局部消费下滑。美国国会预算办公室估计每日约有 75 万名政府雇员被迫停薪休假,这一数字远高于 2018-2019 年 38 万人的水平 。 第三, 海外经济方面,欧央行行长拉加德表示欧元区在面对不确定性的情况下表现良好,增长所面临的阻力明年将会消退,通胀接近 2 ...
盘古智库发布《中国算力与能耗研究报告暨2030年发展预测》报告
Tai Mei Ti A P P· 2025-09-29 09:57
文 | 盘古智库 一、引言 算力被广泛认为是支撑国家数字经济发展的关键基础设施,同时也是推动新质生产力发展的核心动力。 然而,中国目前算力规模与能耗总量是多少,不同研究机构和媒体的统计差异较大。 报告旨在建立多层次的统计框架,明确算力的定义、分类和统计范围,确定算力统计标准和范围,通过 统一的统计标准和严谨的测算逻辑,厘清现实状况,为人工智能产业发展提供科学依据。盘古智库公益 课题组围绕中国算力规模与能耗现状进行系统研究,并对2030年的发展趋势作出预测。 二、报告研究方法和内容 报告对算力类型和数据中心的类型进行的分类,重点关注智能算力的统计与计算。为保证数据可比性, 统一采用 FP16 精度进行测算,同时兼顾 FP8 的倍数关系。采用科学的统计方法包括:1.芯片出货量推 算。结合 GPU、AI 芯片数量及单卡性能。2.服务器与机柜折算。依据机架数、服务器配置推算算力总 量。3.功率反推。通过设备功耗与能效参数估算算力规模等多维度的方法交叉验证提高了测算的科学性 和准确性。并且在相关统计方法上进行了一定的优化。 三、报告结论与说明 报告通过交叉验证和多维度比对发现,若按国家公布的830万个标准机柜测算,其理 ...
承认外交现实并不轻松,许诺将让韩国迎来“飞跃”,李在明开记者会总结就职百天
Huan Qiu Shi Bao· 2025-09-11 23:14
Group 1 - South Korean President Lee Jae-myung held a press conference marking his first 100 days in office, which lasted 150 minutes and addressed 22 questions, focusing on economic recovery and inter-Korean relations [1][3] - The issue of over 300 South Korean citizens detained in the U.S. emerged as a significant concern, impacting South Korean companies' investment decisions in the U.S. [1][5] - Lee emphasized the urgency of reviving the domestic economy, describing it as "extremely weak" due to long-term sluggish demand, and stated that the next 4 years and 9 months would be crucial for growth [3][4] Group 2 - The South Korean stock market, represented by the KOSPI, reached a historic closing high, surpassing 3300 points, interpreted as a positive response to Lee's statements regarding policy changes [4] - The ruling Democratic Party of Korea described the first 100 days of Lee's government as a time of "creating new hope," while the opposition criticized the lack of concrete results [4][6] - Lee's administration aims to implement "pragmatic diplomacy" to maintain South Korea's standing globally, although experts suggest that the actual diplomatic outcomes may diverge from this intention [4][6] Group 3 - The release of detained South Korean citizens from the U.S. was seen as a diplomatic success for Seoul, although it raised concerns about the long-term implications for U.S.-South Korea relations [5][6] - The media expressed outrage over the detention incident, highlighting the potential damage to the credibility of the U.S. as a reliable partner for South Korea [6][7] - Lee's government faces significant challenges ahead, including economic recovery, housing market stability, and ongoing tensions in U.S.-South Korea relations [7]
美国突然宣布,生效!美进口商措手不及
证券时报· 2025-08-21 04:53
Core Viewpoint - The U.S. Department of Commerce has officially announced an expansion of steel and aluminum tariffs, adding 407 product categories with a tax rate of 50%, which may exacerbate domestic supply chain pressures and increase consumer prices [1][3][13]. Group 1: Tariff Expansion Details - The expanded tariff list includes unexpected products such as baby strollers and deodorants, indicating a broadening scope of affected items [3]. - The new tariff policy took effect suddenly, catching many U.S. importers off guard, as they were notified just before the implementation date [7]. - Many U.S. importers face a dilemma with goods already in transit; accepting them incurs high tariffs, while refusing delivery leads to losses [9]. Group 2: Economic Implications - The expansion of tariffs is expected to impact at least $320 billion in imports, significantly higher than previous estimates of $190 billion, potentially leading to increased production costs and inflationary pressures [15]. - The U.S. domestic manufacturing sector may struggle to meet demand due to the tariffs, particularly in industries like power transformers, which could slow down advancements in sectors such as artificial intelligence [17]. - Analysts warn that not only steel and aluminum but also other industries may experience fluctuating tariff policies in the future, as indicated by recent statements from former President Trump [19][21].
三六零股价上涨2.52% 与常州共建智能网联发展基地
Jin Rong Jie· 2025-08-18 11:50
Group 1 - The latest stock price of the company is 10.97 yuan, an increase of 0.27 yuan from the previous trading day, with a trading volume of 2.0831 million hands and a transaction amount of 2.291 billion yuan [1] - The company operates in the software development industry, focusing on internet security products and services, as well as smart hardware, establishing itself as a leading internet security enterprise in China [1] - On August 16, the company signed a cooperation agreement with the government of Changzhou's Zhonglou District to collaborate in areas such as intelligent connected vehicle safety, artificial intelligence industry, and low-altitude economy [1] Group 2 - According to the agreement, the company will establish a headquarters for connected vehicle safety business locally and co-build a national-level connected vehicle safety testing center among other projects [1] - On August 18, the company's main capital net inflow was 43.5116 million yuan, while the net outflow over the past five days was 128.7416 million yuan [1]
恒基达鑫: 关于公司与专业投资机构共同投资基金的公告
Zheng Quan Zhi Xing· 2025-08-12 16:23
Group 1 - The company plans to establish a partnership with Shanghai Guoke Longhui Private Fund Management Co., Ltd. to set up the Hangzhou Guoke Venture Capital Partnership, with a total fund size not exceeding RMB 400 million, and the company intends to contribute up to RMB 200 million, accounting for no more than 50% of the partnership's subscribed capital [1][2] - The investment aims to leverage the management experience and resources of the fund manager and other partners to expand the company's business layout, deepen collaboration with core customers, and enhance profitability and core competitiveness [4][5] - The fund will focus on hard technology sectors such as integrated circuits and artificial intelligence [3] Group 2 - The management fee for the investment period will be calculated at 2% per year based on the total paid-in capital of all partners, while the exit period will incur a management fee of 1% per year [3] - The investment decision-making body will be a committee composed of three members, with two appointed by the executing partner and one by the company [3] - The company will continue to monitor the investment progress and disclose updates in accordance with relevant regulations [4][5]
恒基达鑫(002492.SZ):拟参设杭州国科基金
Ge Long Hui A P P· 2025-08-12 12:44
Group 1 - The company plans to establish a partnership with Shanghai Guoke Longhui Private Fund Management Co., Ltd. to set up Hangzhou Guoke Venture Capital Partnership (Limited Partnership) with a total fund size not exceeding RMB 400 million [1] - The company intends to invest up to RMB 200 million of its own funds, representing no more than 50% of the partnership's subscribed capital [1] - The fund will primarily invest in strategic emerging industries, focusing on sectors such as integrated circuits and artificial intelligence, which are considered hard technology tracks [1]
恒基达鑫:拟参设杭州国科基金
Ge Long Hui· 2025-08-12 12:24
Group 1 - The company plans to establish a partnership with Shanghai Guoke Longhui Private Fund Management Co., Ltd. to set up Hangzhou Guoke Venture Capital Partnership (Limited Partnership) with a total fund size not exceeding RMB 400 million [1] - The company intends to contribute no more than RMB 200 million, representing up to 50% of the partnership's subscribed capital [1] - The fund will primarily invest in strategic emerging industries, focusing on sectors such as integrated circuits and artificial intelligence [1]
激发民间投资活力 促进民营经济高质量发展——全国工商联开展二〇二五年度重点考察调研(调查研究 凝聚共识)
Ren Min Ri Bao· 2025-07-21 21:57
Core Viewpoint - The implementation of the Private Economy Promotion Law is expected to significantly enhance the development prospects of the private economy, encouraging private enterprises and entrepreneurs to leverage policy dividends to stimulate private investment and expand domestic demand [1]. Group 1: Insights from Company Visits - The research team visited Hengyin Financial Technology Co., Ltd., where the company expressed that the Private Economy Promotion Law has strengthened their confidence and will focus on technological innovation to support the domestic transformation of financial self-service equipment [2]. - Tianjin Rongcheng Group showcased its diversified business model, evolving from a single focus on steel waste recycling to a multi-faceted approach that integrates traditional manufacturing with intelligent manufacturing and cultural elements [2]. - The research team emphasized the need for traditional industries to upgrade by targeting new productive forces and accelerating the transition from old to new growth drivers [2]. Group 2: Challenges and Recommendations - The research team engaged with companies to understand the challenges faced in innovation and industrial upgrading, gathering suggestions on policy guidance and mechanism innovation to stimulate private investment [3]. - At Shanxi Zhonggang Stainless Steel Pipe Industry Technology Co., Ltd., the team inquired about R&D progress, while at Shanxi Baixin Information Technology Co., Ltd., they encouraged a focus on key areas for independent innovation and increased investment in technological innovation [3]. Group 3: Creating a Supportive Environment - The research team noted a positive trend in private investment, particularly in emerging and future industries, and plans to conduct activities aimed at resolving issues faced by private enterprises and improving the business environment [4]. - The Tianjin Tiankai Higher Education Science and Technology Innovation Park was highlighted for its strong innovation atmosphere and support for startups, with a focus on addressing the pain points of enterprises through comprehensive service systems [4]. Group 4: Strategic Insights from Industry Leaders - Leaders from companies like Reap Bio Co., Ltd. emphasized the importance of confidence in the Chinese economy and the need for bold innovation and cross-industry collaboration to achieve industrial transformation [5]. Group 5: Data-Driven Decision Making - The All-China Federation of Industry and Commerce conducted extensive surveys and discussions with over 126,000 private enterprises to understand the current state and challenges of private investment, encouraging entrepreneurs to adapt to the changing economic landscape [6]. - The research team recognized that the vibrancy of private investment is crucial for high-quality development and innovation, and they aim to incorporate the feedback from private entrepreneurs into their reports for informed decision-making by central authorities [6].