美国把涉华关键部门砍了，背后的原因是什么？我国送给美国的一句话又是什么呢？ 说到特朗普访华，就在特朗普政府大裁员后不到24小时，12号当天，王毅外长谈及中美关系的时候，送给了美国一句话，总结起来就是16个字：加强接触、 防止误判、管控分歧、拓展合作。这句话可以说既是我国对美国的善意提醒，同时也是我国对美国一种期待。在送出这句话之前，王毅外长刚好与美国国务 卿鲁比奥在吉隆坡见了面，双方一致认为会晤是积极、务实、建设性的。不排除这次中美外长会晤就谈到了特朗普访华一事，毕竟两国元首会晤之前，两国 外长都是要打头阵，为会晤做些准备工作的。 其次，至于特朗普政府这次把涉华关键部门给砍了，并不意味着这些部门就彻底废弃，相关涉华职能就完全取消了，而是将他们重组到了其他职能部门当 中。比如，原本负责东南亚海事问题的办公室，就并入新成立的东南亚事务办公室；最后，这次美国把一些涉华关键部门砍掉重组，还有一个特殊背景，那 就是特朗普访华。之前，中美两国领导人通话的时候，特朗普就曾对我国的发出的访华邀请予以了积极回应。在特朗普访华前，白宫除名一些反华团队，可 能也是借此向我国释放一种积极信号，为特朗普访华之行铺路。 按照美国共和、民 ...

Group 1 - Nidec Corporation is developing a nearly entirely "Made in China" electric vehicle motor to enhance Toyota's competitiveness in the Chinese automotive market, with approximately 99% of the materials and components sourced from China [1] - The E-Axle motor system is considered the "heart" of the second generation of electric vehicles and is increasingly adopted by Chinese automakers, applicable to various vehicle segments from small cars to large SUVs [1] - Nidec has begun supplying the E-Axle motor for Toyota's electric SUV bZ3X, which was launched in March 2023 with a starting price of around 110,000 RMB and has sold approximately 20,000 units to date [3] Group 2 - The bZ3X model, featuring a significant number of Chinese components, is a crucial step for Toyota to regain its footing in the highly competitive Chinese automotive market, as local sourcing helps reduce costs and vehicle prices [3] - Toyota's Asia head emphasized that without the Chinese supply chain, the bZ3X would not have been feasible, highlighting the importance of localization for market entry [3] - Nidec's recent developments are also seen as a critical self-rescue strategy, as the company has faced declining profitability and stock prices, leading to investor dissatisfaction [3][4] Group 3 - Nidec has expanded over the past 50 years by acquiring 75 companies and currently operates around 250 factories, with a restructuring plan announced by CEO Katsuya Kishida aimed at improving shareholder perception and potentially boosting stock prices [4] - The new $100 million factory in Qingdao, which began operations in July 2023, will produce household appliance motors, compressors, and electronic components, integrating previously separate business units [5] - The Qingdao Industrial Park is expected to produce 18 million motors and over 20 million control devices annually, serving as a new platform for product and technology output to over 70 global partners [5][7] Group 4 - Kishida expressed confidence in the Chinese market, noting the establishment of the Qingdao Industrial Park as a testament to the company's commitment to sustainable and innovative development [7] - Toyota is also significantly increasing its operations in China, with plans to invest approximately $2 billion in a new factory for its Lexus brand in Shanghai [7] - Nidec is confident in participating in Toyota's new projects and has already supplied various automotive components to the company [7]

美国法官表示早前的裁决阻止了国务院的重组计划和裁员。 ...

Summary of Procter & Gamble Conference Call Company Overview - **Company**: Procter & Gamble (P&G) - **Event**: Deutsche Bank Global Consumer Conference Key Points Financial Performance - P&G achieved six consecutive years of 4% or better organic sales growth, with a 2% organic sales increase through March in fiscal year 2025, aligning with guidance [4][5] - Core EPS growth averaged nearly 8% over the past eight years, with a 3% growth in the first three quarters of fiscal year 2025, within the 2% to 4% guidance range [5][6] - Over three quarters, P&G returned more than $13 billion to shareholders through dividends and share repurchases, marking the 69th consecutive annual dividend increase [6] Market Challenges - Increased market volatility in fiscal year 2025, particularly in the U.S. and Europe, with growth rates slowing from around 4% to about 2% [7][8] - Ongoing geopolitical tensions, trade tariffs, and inflation are impacting consumer behavior and market dynamics [8][9] - Anticipated headwinds from tariffs estimated at approximately $600 million before tax for fiscal year 2026 [9] Growth Opportunities - Significant market potential identified in North America ($5 billion) and Europe ($10 billion) through increased household penetration of P&G brands [9][10] - Enterprise markets present a sales opportunity of $10 billion to $15 billion by driving per capita consumption to levels seen in Mexico [11][22] Strategic Initiatives - P&G is implementing a two-year non-core restructuring program focusing on portfolio choices, supply chain restructuring, and organizational design changes [13][15] - The restructuring program aims to reduce up to 7,000 non-manufacturing roles (approximately 15% of the workforce) and is expected to incur costs between $1 billion and $1.6 billion before tax [15][16] - Continued investment in innovation and productivity to enhance operational efficiency and support growth [12][19] Integrated Growth Strategy - P&G emphasizes the importance of delivering "irresistible superiority" across five vectors: product, package, brand communication, retail execution, and value [17][18] - Recent innovations include the launch of Oral B's advanced power toothbrush and Ariel's Big One Pods, which have contributed to market growth [27][30] - The company is leveraging digital tools and AI to enhance advertising effectiveness and optimize supply chain operations [36][38] Future Outlook - P&G expects market growth to stabilize at 3% to 4% over the next 12 to 18 months, despite current short-term volatility [61][62] - The focus remains on maximizing innovation and investment flexibility to navigate market uncertainties [65][66] - The majority of restructuring benefits are anticipated to materialize in fiscal year 2027 [67] M&A Strategy - P&G does not foresee the need for transformational M&A as part of its growth strategy, focusing instead on bolt-on acquisitions to enhance its existing portfolio [55][56] Additional Insights - The company is actively managing its portfolio, including exiting certain markets and divesting underperforming brands to focus on high-growth opportunities [11][12] - P&G's commitment to cash returns to shareholders remains strong, despite the restructuring efforts [16]

这意味着，特朗普政府目前无法继续执行裁减数万个联邦工作岗位并关闭众多政府机构和项目的计划。 与此同时，特斯拉CEO马斯克正式告别了美国"政府效率部"。美东时间5月30日，马斯克在发表"告别"演说时 表示，在从DOGE离职后，将成为特朗普的顾问，继续为其提供建议。有分析师称，尽管马斯克还承诺做顾 问，在今年"实验"明显损害特斯拉品牌形象后，他的政治生涯基本上已结束。 特朗普的大规模裁员计划遭遇重大挫折。 据最新消息，美国联邦第九巡回上诉法院驳回了特朗普政府的请求，拒绝暂停一项下级法院的裁决。该裁决禁 止特朗普政府推进大规模联邦雇员裁员及政府机构重组计划。 此外，美国国务院将增设一个副国务卿职位，负责对外援助事务，其职责包含已被裁撤的美国国际开发署所负 责的工作。 法院的最新裁决 5月31日，据央视新闻，当地时间5月30日，总部位于旧金山的美国联邦第九巡回上诉法院驳回了特朗普政府的 请求，拒绝暂停一项下级法院的裁决。该裁决禁止特朗普政府推进大规模联邦雇员裁员及政府机构重组计划。 据此前报道，一位美国联邦法官裁定，特朗普政府不得根据今年2月发布的一项行政命令，继续推进对多个联 邦机构的大规模裁员或重大重组计划。 美 ...

当地时间5月9日晚，一位美国联邦法官裁定，特朗普政府不得根据今年2月发布的一项行政命令，继续 推进对多个联邦机构的大规模裁员或重大重组计划。美国联邦高级地区法官苏珊.伊尔斯顿(Susan Illston)批准了由联邦雇员工会、地方政府及依赖联邦服务的外部组织联合提出的临时限制令。这些组织 认为，特朗普政府的相关行为已超出法律授权范围。该临时限制令有效期为两周，期间将禁止政府批准 或执行所谓的"机构裁员与重组计划"(Agency RIF和Reorganization Plans，简称ARRPs)，即旨在实施大规 模裁员，或缩减、撤销机构下属整个部门的计划。法官还裁定，暂停"政府效率部"依据该行政命令及相 关指令所作出的裁员或项目削减决定。(央视新闻) ...