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逆全球化浪潮下的财富新地图:你的投资,还在旧航道上吗?
Sou Hu Cai Jing· 2025-10-05 06:50
在过去三十年,"全球化"是财富增长的通用密码:供应链追求最低成本,资本自由流动,一切都指向效率最大化。但如今,这个"旧地图"正在被撕裂。 地缘政治冲突、贸易保护主义抬头、以及疫情对供应链的冲击,共同催生了不可逆转的"逆全球化"浪潮。全球经济正在从"世界工厂"模式,转向"区域 化"和"安全韧性"模式。 对于投资者而言,这意味着你的财富必须重新定位。如果你的投资组合还固守在全球化的旧航道上,你将面临巨大的结构性风险。今天,我们就来揭示普通 人如何在这一轮全球财富重构中,找到并抓住"区域化"趋势下的新机遇。 财富正在从分散的全球体系,重新聚集到几个具备高度"区域协同"能力的经济体中。 1. 本土制造的回流与升级: 机会: 那些能够利用自动化、AI和绿色能源实现本土或区域内"再制造"的企业。例如,工业自动化设备商、智能物流服务商、以及提供环保能源解决 方案的公司,将受益于本土生产线的重建和升级。 1. 区域性贸易协定的受益者: 1. 供应链的"近岸化"与"友岸化": 企业不再只看哪个国家生产成本最低,而开始看政治风险最低、运输最短、且受单边制裁影响最小的合作伙伴。这导 致产业链开始向本土或盟友国家转移。 2. 双重体 ...
勇担国家中心城市使命 谱写人民城市郑州新篇
Zheng Zhou Ri Bao· 2025-09-12 00:39
Core Viewpoint - Zhengzhou aims to implement the spirit of the Central Urban Work Conference by enhancing urban resilience, improving citizen happiness, promoting historical and cultural heritage, stimulating innovation and entrepreneurship, increasing openness, and refining smart governance systems, contributing to China's modernization efforts [1][2]. Group 1: Urban Resilience - Zhengzhou is committed to enhancing urban safety by learning from past disasters, such as the "7·20" heavy rain, and is advancing infrastructure projects to improve disaster response capabilities [3]. - The city is focusing on a comprehensive public safety network and strict law enforcement to maintain social stability and safety [3]. Group 2: Citizen Happiness - The city prioritizes public services in education, healthcare, and elderly care, aiming for equitable distribution and improved service quality [4]. - Initiatives include the establishment of a 100 billion yuan youth innovation and entrepreneurship fund and a plan to retain one million university graduates over five years [5]. Group 3: Cultural Heritage - Zhengzhou, as one of China's ancient capitals, is enhancing its cultural heritage through the development of a comprehensive museum and archaeological park system [6]. - The city aims to creatively transform and develop traditional culture, ensuring historical resources are preserved and integrated into modern life [6]. Group 4: Innovation and Entrepreneurship - The city is focusing on innovation-driven development, with significant growth in high-tech industries and a robust research and development ecosystem [7]. - Zhengzhou plans to deepen the integration of education, technology, and talent to foster a conducive environment for innovation [7]. Group 5: Openness - Zhengzhou is positioned as a major transportation hub, with significant achievements in international trade and logistics, including a high ranking in cargo throughput at its airport [8]. - The city is enhancing its cross-border e-commerce capabilities and aims to become a national innovation demonstration zone [8]. Group 6: Smart Governance - The city is implementing a "党建+网格+大数据" governance model to improve efficiency and responsiveness in public service delivery [9][10]. - Since the introduction of a unified platform for governance, over 7.2 million events have been processed, enhancing public satisfaction and trust in local governance [10]. Group 7: Regional Development - Zhengzhou is leveraging its role as a central city to drive regional development through integrated urban planning and collaboration with surrounding areas [11].