国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 7月14日消息，据外媒报道，巴西第一商业法院认定比亚迪旗下汽车专利侵犯了一家IP Bridge公司两项 专利，比亚迪必须在收到传票五天之内，立即停止在巴西销售的电动汽车中停用 4G 技术，否则将面临 每天罚款2万雷亚尔的罚款！ 相应报道同时显示，比亚迪除了为旗下车辆停用 4G 技术外，还需要向外界披露本次专利事件影响的车 辆数量。对此，比亚迪回应称，尚未收到巴西里约热内卢第一商业法院通知，因此无法置评。 据了解，IP Bridge在巴西获得的禁令，是首个非德国法院下达的针对汽车制造商的SEP禁令。 据报道，2025年5月，Sol IP在统一专利法院（UPC）对比亚迪发起专利诉讼。2025年4月，IP Bridge在 其向慕尼黑地方法院提起的两起针对比亚迪的案件中追加永久禁令请求。 鉴于巴西其他初步禁令案件的情况，比亚迪不太可能停止销售其产品。通常情况下，公司会提起上诉并 支付临时许可费。然而，法院要求提交合规报告，若比亚迪拒绝遵守，将可能在诉讼结束时面临严厉处 罚。 报道称，巴西销售的具有相同连接功 ...

2025.07. 14 环卫工人翻找垃圾 图据网络 本文字数：704，阅读时长大约2分钟 来源 | 海报新闻 据山西晚报报道，7月1日，来自深圳的卢女士一家乘坐高铁从太原抵达大同，在下车时不慎遗忘装 入干净纸质垃圾袋中的儿童手表。由于儿童手表具备定位功能，经查询发现，手表定位仍显示在大同 南站，卢女士由此判断手表已被当作垃圾处理。为找回儿童手表，次日上午，卢女士拨打12345热线 向大同市城市管理局求助。经追踪，确定手表已随垃圾进入中转站挤压箱，但箱内有约8吨垃圾，寻 物难度陡增。 报道中称，为尽快找回失物，大同市新城环境公司紧急将垃圾转运至富乔垃圾焚烧发电场空地。两名 环卫工人不顾脏乱，徒手在垃圾堆中逐一翻找。经过4个多小时的不懈努力，当日16时50分许，丢失 的手表终于从堆积如山的垃圾中找到，并于当晚送还至卢女士手中。 这一事件发布到网上后，有不少网友表示暖心，但也有部分网友提出质疑。 有人认为，为找一块儿 童手表并不值得花费如此人力物力，"如果是人工耳蜗等关乎救命、要紧的工具还可以这样做，一个 儿童手表有必要这样翻找吗？"还有网友表示，在高温下4个小时翻找8吨垃圾，此举并不体恤一线环 卫工人，"谁来心疼 ...

Group 1 - Agricultural insurance plays a crucial role in food security, poverty alleviation, and rural revitalization, necessitating the enhancement of its productivity in the context of climate change and agricultural modernization [1] - Precision meteorological services are essential for improving agricultural risk management and production efficiency, but their high costs limit accessibility for small-scale farmers [1] - Combining precision meteorological services with agricultural insurance can significantly reduce agricultural production risks and enhance the effectiveness of the insurance system [1] Group 2 - High-standard farmland construction is vital for national food security and rural revitalization, with post-construction management quality being key to sustaining its functionality [2] - Several provinces have initiated pilot programs for high-standard farmland insurance, exploring market-based solutions for economic compensation and risk management [2] - Key issues in high-standard farmland insurance include insufficient policy support, the need for improved insurance schemes, and a lack of professional capabilities [2] Group 3 - The catastrophe bond market has evolved over nearly 30 years, becoming an integral part of the global reinsurance market, characterized by diversification and digitalization [3] - The paper analyzes the operational mechanisms, development stages, and challenges of catastrophe bonds, offering policy recommendations for the market's growth in China [3] Group 4 - The continuous growth of domestic insurance funds contrasts with the pressure on investment returns, creating opportunities for investment in strategic emerging industries [4][5] - Strategic emerging industries, supported by policies, present new avenues for insurance fund allocation, despite their inherent instability and "light asset" characteristics [5] - The paper discusses strategies for deep integration of insurance funds with emerging industries to enhance investment quality and support economic transformation [5] Group 5 - The integration of health insurance and health management is seen as a promising development, yet challenges such as value misalignment and quantifying health management outcomes persist [6] - Recommendations include incorporating preventive services into insurance claims, implementing guaranteed renewal mechanisms, and developing incentive-based health products [6] Group 6 - The rapid growth of medical insurance fund expenditures necessitates exploring avenues for preserving and increasing fund value [7] - Current limitations on fund interest rates and investment strategies hinder the potential for value growth, prompting suggestions for policy adjustments and investment operations [7] Group 7 - The dual-path model for seafarers' pension insurance faces challenges such as mismatched insurance types and structural imbalances in benefits [8] - The paper advocates for a sustainable contribution mechanism for seafarers within the employee pension insurance framework, addressing legal and practical barriers [8] Group 8 - The paper addresses practical issues surrounding the insurer's disclosure obligations in marine insurance, highlighting deficiencies in current legal regulations [9][10] - It proposes a restructuring of disclosure obligations and the establishment of a tiered disclosure system to enhance fairness and transparency in marine insurance contracts [10] Group 9 - The application of the principle of reasonable expectations in insurance law often leads to inconsistent judicial outcomes, necessitating a reevaluation of its interpretation [11] - The paper argues for a redefinition of the principle's application to improve its effectiveness in promoting economic efficiency and reducing information asymmetry [11] Group 10 - The rise in litigation cases related to professional liability insurance highlights the need for clearer regulations and optimized insurance practices [12] - The paper analyzes contentious points in insurance clauses and suggests improvements to enhance the operational framework of professional liability insurance [12]

达美航空恢复全年业绩指引 盘前大涨10% 金十数据7月10日讯，达美航空(DAL.N)周四预计，本季度及全年利润将好于预期，因为预计航空业根 据需求调整运力的努力将提高定价能力。达美航空盘前涨超10%。达美航空在4月下调了2025全年财务 预期，原因是特朗普贸易战削弱了消费者和企业的信心。公司在Q2财报中表示，预订量目前已趋于稳 定，与去年持平，但定价能力仍然面临压力，尤其是在美国国内市场。公司称，运力合理化预计将在今 年下半年改善收入。公司还将采取成本控制措施来保护利润率。预计第三季度的非燃料运营成本将与去 年同期持平或下降。对于全年，公司预计调整后每股收益为5.25-6.25美元，分析师预期为5.39美元。 ...

中信证券（600030）研报认为，金融数据前瞻来看，判断6月信用扩张的整体读数或有所改善，半年时 点供给端投放意愿提升，或带动对公短贷等品种上量，预计当月央行口径贷款增量有望同比多增，叠加 政府债的驱动因素不改，6月社融增速则有望小幅提升至约8.9%。展望而言，7月季节性内生性宽松叠 加央行呵护态度，料有效对冲税期与政府债发行等因素，资金面或维持合理充裕。此外，政府债券发行 仍在高位，叠加去年同期极低基数，7月社融增速或有望延续提振趋势。 ...

如今，流量红利见顶、购物渠道碎片化、消费者决策逻辑更新、AI重塑人货场关系，粗放式经营在这场巨变中摇摇欲坠，注定被时代淘汰。接下来，是我 对未来十年电商竞争环境的深度剖析，希望能对从业者有一些启发。 一、聚焦细分品类，深耕垂直市场 电商平台步入存量竞争阶段，广撒网式经营犹如沙上建塔，陷入"样样通、样样松"的困境。垂直市场遵循"压强原理'，即将有限资源聚焦于更窄赛道，深度 整合供应链，精准服务用户需求，筑起坚固竞争壁垒。从经济学视角看，细分市场供需匹配高效，能极大提升用户忠诚度，拓展溢价空间。 众所周知，过去的十年，电商行业凭借 "流量×转化率×客单价"的增长公式，在数字化浪潮中一路疾驰。但时移世易，未来十年，竞争法则已然迭代，我认 为应该是 "流量×转化率×客单价×垂直深度×品牌势能×用户价值×组织效能"。在刚刚过去的2024年，TOP100电商企业数据显示，经营业绩出众的卖家多集 中于垂直细分领域，平均净利润率高达18.7%，是综合类商家6.2%的整整3倍。 价格战是一场没有赢家的零和博弈，短期或许能带来流量与订单增长，长远来看，只会引发竞品跟风，陷入恶性循环。电商行业存在"剪刀差现象"：GMV 增长25% ...

尼山世界文明论坛为钥，曲阜解锁传统文化交流传承密码 从"文化深闺"到"世界窗口" "我们正处在一个多极化加速演变、地缘冲突常态化、全球治理体系深度重构的时代，世界在迫切呼唤 合作共赢的有效路径。"联想到近期在世界多地发生的冲突，雅典学院希腊哲学研究中心名誉研究员马 利亚·马内利感慨良多，"孔子说过，'四海之内皆兄弟也'，我们需要更深层次的文化交流去加深理解和 互信，携手共建有利于世界和平发展的人类命运共同体。" 6月23日，滋养出西方哲学的希腊文化与孕育出东方文明的中华文化在位于曲阜的孔子研究院来了一 场"和而不同"理念引领下的思想碰撞。围绕如何应对战争冲突频发、极端主义抬头、全球不平等加剧等 国际问题，马利亚·马内利与孔子研究院的学者们展开了深度交流并达成共识：在世界科技迅猛发展、 地理与文化壁垒已被突破的当下，孔子所倡导的"和合"理念应得到更广泛应用。 近年来，越来越多的"马利亚·马内利"们慕尼山世界文明论坛之名而来，只为亲手触摸曲阜这座历史文 化名城背后的"文化密码"。 在第十届尼山世界文明论坛上，多国驻华使节、国际组织代表、友好城市及友好团体代表、国外知名学 者等近400名外方嘉宾出席，规格和数量均创 ...

今年的毕业季，年轻人相比于十年前多了不少焦虑和暗淡。不少大学生在社交平台上描述很难找到合适 的工作，考研压力大、毕业照也不想拍了。 他们面临一个共同的迷茫：未来到底想干什么，不知道。 人类学家项飙把这种处境描述为自我的陌生化："他们只能做题、做题、执行任务，根据外在的要求去 做反应。在这样的'程序'下，他们与自己真正的兴趣和热情是相隔离的，是彼此陌生的" [1]。 这不是年轻人的问题。项飙认为，当下社会没有给年轻人提供探索自我的条件。巨大的外部压力之下， 很多人把自己变成不断控制甚至惩罚的对象，才能确保不被淘汰。 从心理学的视角看，年轻人们不知道自己想做什么，很可能缺乏往前走的"内驱力"。 "内驱力"（intrinsic motivation），指的是个体出于兴趣、好奇或内在价值感来自发投入一件事。不是为 了考试成绩、绩效考核或谁的肯定，而是因为真的"感兴趣"。 那么，什么才算真的感兴趣？1970年代，心理学家Edward Deci和Richard Ryan提出了自我决定理论 （Self-Determination Theory）。他们认为，每个人都有三种基本心理需求：胜任感、自主感和归属感， 三者构成内驱力 ...

Core Viewpoint - The recent launch of "Farmer Spring Pure Transparent Edible Ice" by Sam's Club has sparked significant consumer debate regarding its pricing, with a 2 kg bag priced at 22.8 yuan, leading to discussions about value and cost-effectiveness in the ice market [1][3][15]. Group 1: Product Pricing and Consumer Reactions - The 2 kg ice bag priced at 22.8 yuan translates to approximately 5.7 yuan per 500 ml bottle of water, raising questions about its pricing strategy [3][4]. - Some consumers argue that the pricing is justified due to the unique production process, while others feel it is overpriced and prefer to make ice at home [4][11]. - The product's unique selling proposition includes a slower freezing process that reduces melting speed by 20%, making it suitable for long-term cooling in summer [7][11]. Group 2: Market Dynamics and Competition - The introduction of this ice product has led to a surge in demand, with reports of it selling out quickly, indicating a strong market interest [15]. - Other companies, including dairy brands like Yili and Mengniu, as well as retailers like Hema and Lawson, have also entered the ice market, intensifying competition [15]. - The price of similar ice products has seen significant reductions over the years, with Hema's ice cup price dropping from 4.9 yuan to 2.5 yuan within three years, suggesting a trend of decreasing profit margins in the ice market [16]. Group 3: Industry Overview - Sam's Club, a subsidiary of Walmart, operates over 800 stores globally, positioning itself as a major player in the membership-based retail sector [13]. - The ice market is becoming increasingly competitive, with multiple players vying for market share, which may impact pricing strategies and profitability in the long run [15][16].

Core Viewpoint - The article discusses the implementation of mechanized reasonable planting techniques in rice cultivation in Foshan, Guangdong, which has led to significant increases in rice yield, highlighting the importance of agricultural innovation for food security [2][28]. Group 1: Experiment and Results - A trial was conducted in a rice field in the Mingcheng Town of Gaoming District, where five different planting distance combinations were tested [3][9]. - The highest yield was achieved with a planting distance of 14 cm between plants and 30 cm between rows, resulting in a yield of 623 kg per mu, an increase of over 100 kg per mu compared to conventional planting methods [10][11]. Group 2: Expert Insights - Experts from South China Agricultural University emphasized the importance of mechanized reasonable planting to enhance crop yield and ensure precise planting density, which creates favorable conditions for rice growth [20][21]. - The trial aims to develop a replicable technology path for farmers to improve rice yields through mechanization [14][15]. Group 3: Broader Implications - The Ministry of Agriculture and Rural Affairs continues to prioritize the increase of crop yields as a key task, with Guangdong focusing on food security and large-scale yield enhancement actions [26][28]. - In 2024, further trials of reasonable planting techniques will be conducted in Huizhou, Zhongshan, and Jiangmen, with expected yield increases of up to 28% [29][30].