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翟东升:美西方遏制措施激励中国制造业持续迭代升级
Xin Lang Cai Jing· 2025-12-24 13:39
据介绍,报告从"价格革命"、相互依赖的"武器化"、安全两难三维理论视角出发,解读了中国提出制造 强国战略的安全动机,和这一战略推行10年来的国内安全效应与国际安全效应,同时评估了中国制造强 国建设面临的挑战及可能的应对之策。翟东升重点阐述了"价格革命"背后五大力量,即生产力、运力、 电力、算力和火力,如何为南方国家提供普惠式安全。 2025澄海 中国青年报客户端讯(中青报·中青网记者 马子倩)中国人民大学澄海全球发展与安全高等研究院日前 在北京举办2025澄海全球安全报告《中国制造强国与国家安全评估》报告发布暨专题研讨会。 报告首席专家,中国人民大学澄海全球发展与安全高等研究院副院长、区域国别研究院院长翟东升在会 上表示,美西方国家的遏制措施非但未能阻滞中国制造业的发展进程,反而激励中国制造业持续迭代升 级,在科技安全、军事安全、资源安全、粮食安全等关键领域,为国家发展筑牢了坚实的产业安全根 基。 中国人民大学澄海全球发展与安全高等研究院副院长、区域国别研究院院长翟东升介绍《中国制造强国 与国家安全评估》报告内容。主办方供图 全球安全报告《中国制造强国与国家安全评估》报告发布暨专题研讨会日前在北京举办。主办方 ...
4000亿携程的赌局
Hua Er Jie Jian Wen· 2025-09-04 12:23
Core Viewpoint - Ctrip has adopted a unique approach by allowing employees to work from home without approval, amidst a trend of major internet companies tightening attendance policies. This decision comes as the company reports a record high quarterly revenue of 14.8 billion yuan and maintains a gross margin above 80% [2][3]. Business Performance - Ctrip's Q2 2025 net operating revenue reached 14.8 billion yuan, a year-on-year increase of 16% and a quarter-on-quarter increase of 7%, slightly exceeding market expectations [3]. - Revenue growth was observed across all business segments: accommodation booking revenue was 6.2 billion yuan (up 21% YoY), transportation ticketing revenue was 5.4 billion yuan (up 11% YoY), vacation business revenue was 1.1 billion yuan (up 5% YoY), and business travel management revenue was 0.692 billion yuan (up 9% YoY) [4]. - Adjusted operating profit for Q2 was 4.67 billion yuan, a 10.4% increase YoY, surpassing market expectations by approximately 390 million yuan [4]. Market Trends - The international business segment showed significant growth, with total bookings on Ctrip's international OTA platform increasing by over 60% YoY. Outbound travel bookings have recovered to 120% of 2019 levels, exceeding the industry average recovery of 84% [5]. - The domestic tourism market is booming, with 3.285 billion domestic trips taken in the first half of 2025, a 20.6% increase YoY, and total spending of 3.15 trillion yuan, up 15.2% YoY [5]. Competitive Landscape - The online travel market in China is projected to exceed 1.7 trillion yuan by 2025, intensifying competition among players. Ctrip's market share is being challenged by new entrants like JD.com and Douyin, which are adopting aggressive pricing and innovative marketing strategies [7][9]. - JD.com aims to reduce industry costs by one-third with a "three-year zero commission" policy, while Douyin leverages content-driven marketing to enhance user engagement and shorten the booking decision process [7][8]. Strategic Responses - Ctrip is focusing on enhancing its technology and service offerings to address competitive pressures, including the introduction of an upgraded AI-based itinerary planner to improve user experience [10][11]. - The company is also aware of its vulnerabilities in the mid-to-low star hotel market, which is being targeted by competitors like Meituan and Douyin [10]. Future Outlook - Analysts predict that Ctrip's domestic revenue will maintain a steady growth rate of around 10% in Q3 2025, while outbound travel revenue growth is expected to normalize to low double digits [6].
古典经济学之前,近代早期的货币理论 | 金融人文
清华金融评论· 2025-07-02 10:30
Group 1 - The core idea of the article is that the evolution of monetary theory from simple observations to systematic analysis has significantly contributed to understanding the complex relationship between money and the economy [1][2]. Group 2 - In ancient Greece, philosopher Xenophon noted that an excess of gold would lead to its devaluation, while silver prices would rise, marking one of the earliest records of the quantity theory of money [3]. - The 16th century saw a "price revolution" across Europe, where scholars like Copernicus observed the destructive impact of currency devaluation on national economies, linking it to the oversupply of money [5]. - Salamanca University scholar Azpilicueta proposed a systematic view that linked the quantity of money to price levels, suggesting that countries with abundant money experience higher prices, thus influencing economic activities [7].