2025 NPC Session

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“共建‘一带一路’倡议充满活力” ——访印度尼西亚工商会主席拉希德
Ren Min Ri Bao· 2025-07-01 22:01
"中国成功走出一条具有中国特色的现代化道路,在实现自身巨大发展的同时,也为发展中国家走向现 代化拓展了路径选择和实践方案。习近平主席提出全球发展倡议、全球安全倡议、全球文明倡议,为世 界和平发展注入稳定性和正能量。"印度尼西亚工商会主席阿尔夏德·拉希德在接受本报记者采访时表 示。 "印尼正在加快能源绿色转型进程。中国在新能源领域积累了成功发展经验,我们希望同中国在清洁能 源产业、能源基础设施建设等方面开展更多高质量合作。"拉希德说,不少中国新能源企业在印尼投资 建厂,涵盖了电池生产、整车组装等多个产业链环节。"印尼正在中国企业的帮助下构建一体化的电动 汽车生态系统,进一步融入电动汽车全球供应链。印尼希望发挥资源禀赋和产能优势,同中国深入挖掘 新能源汽车、锂电池、光伏领域合作潜力,合力培育发展新动能,共创互利、可持续的未来。" 当前,中国东盟全面战略伙伴关系不断深化,中国—东盟自贸区3.0版谈判全面完成,《区域全面经济 伙伴关系协定》(RCEP)已初步形成共享红利、共促发展的区域合作新局面。"中国坚定支持东盟团结 和东盟共同体建设,支持东盟在区域架构中的中心地位,将推动地区国家贸易、投资、旅游进一步发 展。"拉 ...
奋力书写为中国式现代化挺膺担当的青春篇章(社论 ——热烈祝贺全国青联十四届全委会、全国学联二十八大召开
Ren Min Ri Bao· 2025-07-01 22:01
习近平总书记强调,当今世界百年未有之大变局加速演进,要实现强国建设、民族复兴宏伟目标,需要 全党全国各族人民包括广大青年团结一致、全力以赴,继续爬坡过坎、攻坚克难。青年是社会中最有生 气、最有闯劲、最少保守思想的群体,国家的希望在青年,民族的未来在青年。坚定"为国为民"的人生 志向,弘扬"永久奋斗"的光荣传统,葆有"平视世界"的自信底气,勇于创新创造、奋力拼搏进取,到祖 国和人民最需要的地方发光发热,就一定能让青春绽放绚丽之花、结出丰硕之果。 作为党领导下的青年群团组织,青联学联组织是党联系广大青年和青年学生的桥梁纽带,承担着最广泛 地把青年团结起来、组织起来、动员起来的重要责任。新征程上,牢牢把握新时代中国青年运动的主 题,着力加强对广大青年的政治引领,紧扣服务青年的工作生命线,引导广大青年自觉听从党和人民召 唤,在推进历史伟业中勇当先锋队、突击队,定能肩负起使命任务、作出应有贡献。 当民族复兴的航程驶向前方,每一朵青春浪花都承载着奔涌向前的力量。以青春之我,创建青春之国 家,青春之民族,今日之青年正以拼搏奋斗赋予这呐喊以新时代的辽阔回响。让我们更加紧密地团结在 以习近平同志为核心的党中央周围,全面贯彻习近 ...
整理:俄乌冲突最新24小时局势跟踪(7月2日)
news flash· 2025-07-01 22:01
1. 美国防部暂停向乌克兰提供部分承诺的军火。 2. 美国总统特朗普:将密切关注俄罗斯的动向。 3. 克里姆林宫:我们无意拖延(与乌克兰谈判)。 4. 俄罗斯将暂时减少燃料出口,以稳定汇率水平。 5. 普京签署法令,允许"不友好国家"投资者在俄投资。 6. 俄法两国总统时隔近3年再通话,讨论中东地区局势。 7. 乌克兰方面表示,其远程无人机周二袭击了俄罗斯伊热夫斯克市一家生产防空系统的军事工厂。 金十数据整理:俄乌冲突最新24小时局势跟踪(7月2日) ...
The Greenbrier panies(GBX) - 2025 Q3 - Earnings Call Transcript
2025-07-01 22:00
Financial Data and Key Metrics Changes - Net earnings for Q3 2025 were $60.1 million or $1.86 per share, showing an increase both sequentially and year-over-year [5] - Revenue reached $843 million, improving by 11% sequentially [22] - Aggregate gross margin remained robust at 18%, marking the seventh consecutive quarter at or above the mid-teens long-term target [5][22] - Return on invested capital (ROIC) was 12.9%, within the target range of 10% to 14% [24] Business Line Data and Key Metrics Changes - The company delivered 5,600 new railcars in Q3, with a manufacturing gross margin of 13.6% remaining steady from Q2 [13] - Recurring revenue from leasing and fleet management reached nearly $165 million over the last four quarters, representing nearly 50% growth from two years ago [14] - Fleet utilization remained high at 98%, with modest growth in the leased fleet [14] Market Data and Key Metrics Changes - The global new railcar backlog stood at nearly 19,000 units, providing strong visibility in new railcar markets [18] - In Europe, railcar orders are driven by necessity, but activity is expected to be muted until economic conditions improve [19] - Demand in Brazil is modestly increasing as customers complete infrastructure investments [20] Company Strategy and Development Direction - The company is focused on doubling recurring revenues by fiscal 2028 and has renewed two bank facilities totaling $850 million [8] - Strategic initiatives include European footprint rationalization and North American insourcing projects, expected to yield annual savings of at least $10 million [6][7] - The company aims to maintain a disciplined approach to growing its lease fleet, ensuring predictable revenue and cash flow [8] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about market conditions in the medium to long term, anticipating a strong finish to the fiscal year [12] - The company is well-positioned to navigate various market conditions and capitalize on opportunities as liquidity is at its highest level since 2023 [9][11] - Management noted that the aging North American railcar fleet is a key driver for steady growth in the railcar maintenance market [18] Other Important Information - The company repurchased approximately $22 million of shares during the quarter, reflecting confidence in its long-term strategy [12] - The tax rate for the quarter was 23%, better than expected due to the strengthening Mexican peso [24] - The company updated its guidance, raising aggregate gross margin percent and operating margin percent for the remainder of fiscal 2025 [27] Q&A Session Summary Question: Guidance on interest and FX line items - Management expects interest expense to be in the 22% to 25% range for the quarter, with FX having a significant impact [31][32] Question: Production rates and order levels - Management has been adjusting production rates based on market demand and has a strong backlog of 19,000 cars, indicating future demand [38][40] Question: Confidence in order levels given low backlog - Management expressed confidence in converting demand into orders once trade policies stabilize, with several catalysts expected to drive demand [49][51] Question: Mix of deliveries and leased cars - The company is becoming more active in the used car market to balance its leasing business and is committed to growing the leasing fleet [58]
TechTarget(TTGT) - 2025 Q1 - Earnings Call Transcript
2025-07-01 22:00
Financial Data and Key Metrics Changes - Q1 revenues declined by 6% year on year, in line with expectations, with an adjusted EBITDA of $3 million [7][8] - Full year guidance remains unchanged, expecting revenues to be broadly flat year on year and adjusted EBITDA to improve to over $85 million [8][12] - Anticipation of a further noncash goodwill impairment due to the current depressed market capitalization [6][7] Business Line Data and Key Metrics Changes - The company is focusing on combining its product portfolio, particularly consolidating various products under the Omnia brand to create a tighter product market fit [24][26] - The repositioning of the Netline product to target cost-conscious customers has shown encouraging early adoption [46] Market Data and Key Metrics Changes - The addressable market is estimated at $20 billion, with half of it concentrated within the top 200 customers [12][27] - The cybersecurity market is identified as a key growth area, with significant demand from enterprise and government sectors [28][29] Company Strategy and Development Direction - The company is laying foundations for growth by establishing leadership and reporting lines, focusing on product strategy, and simplifying the go-to-market structure [9][10] - Emphasis on increasing penetration in the enterprise IT market and international expansion, with 40% of addressable markets outside the U.S. [12][13] - AI is viewed as a significant opportunity, with predictions of a $190 billion market by 2028 [13][14] Management's Comments on Operating Environment and Future Outlook - Management expresses confidence in long-term growth, reinforced by positive customer interactions and market dynamics [10][11] - Operational improvements and customer engagement are expected to drive revenue growth in the second half of the year [21][22] Other Important Information - The company is investing in AI capabilities to enhance product competitiveness and operational efficiency [14][15] - Ongoing investments in audience development and engagement strategies are highlighted as crucial for future growth [16][17] Q&A Session Summary Question: Confidence in unchanged revenue guidance - Management cites operational improvements and customer demand as key factors for confidence in revenue guidance [20][21] Question: Changes to go-to-market strategy for large customer accounts - Positive response noted from large customer accounts, with increased visibility into their needs and budgets [34][35] Question: Cybersecurity market strategy - The company sees significant opportunities in the cybersecurity market and aims to leverage its audience and brand assets [28][29] Question: Profitability tracking through the year - Management indicates that Q1 is expected to be the lowest quarter, with sequential growth anticipated in subsequent quarters [43][44] Question: AI opportunities and deployment - AI is becoming a live market with increasing enterprise and government investment, creating opportunities for the company [52][53]
整理:中东局势跟踪(7月2日)
news flash· 2025-07-01 21:57
其他: 1. 卡桑旅称向以色列发射数枚火箭弹。 金十数据整理:中东局势跟踪(7月2日) 伊以冲突: 1. 以色列——内塔尼亚胡:伊朗通过其核力量和导弹能力对我们构成重大威胁。 2. 伊朗——①伊朗外长:伊美恢复谈判仍需时间,外交大门永远敞开。②伊朗政府发言人:核设施遭受 严重破坏。 3. 美国——①美国官员:伊朗可能隐藏了足够制造核弹的材料。②特朗普:将与以色列总理内塔尼亚胡 讨论加沙地区和伊朗事宜。 5. 知情人士:卡塔尔已向以色列和哈马斯提交了一份以美国中东问题特使威特科夫大纲为基础的调解方 案,其中包括一些基于此大纲的细微建议和修改。 跟踪中东局势动态 +订阅 2. 胡塞武装称使用高超音速导弹袭击以色列。 3. 美驻以大使威胁使用B-2轰炸机打击胡塞武装。 4. 以色列国防军:以色列空军拦截了一枚从也门发射的导弹。 ...
“以旧换新”带动消费市场不断升级向好
Sou Hu Cai Jing· 2025-07-01 21:56
扩围拓品 消费者的购物车更加丰富了 "我不仅想把家里的冰箱换成一级能效的,还准备再添置一台扫地机器人和洗碗机,这些智能家电现在买起来很划 算。"上个月,在京东MALL西安未央店,消费者刘女士给家里采购了一些新家电,原本她看上的8000多元的冰 箱,现在"国补"加"店补"优惠下来只需要6000多元。 今年,西安持续推动消费品以旧换新补贴活动扩围拓品,在家电以旧换新领域,在原有八类产品的基础上,将微 波炉,净水器,洗碗机,电饭煲四类商品纳入其中,还将手机,平板电脑,智能手表等数码产品纳入补贴范围, 多重补贴利好措施带动消费不断升级向好。 "以旧换新补贴政策对于消费者来说是真金白银的优惠,比如电视机,原本1万块钱的电视,现在叠加国家和店内 的各种补贴,能达到六七千元,这让很多消费者会趋向选择更大尺寸的电视。"京东MALL西安未央店的销售人员 表示,另外,他们明显感受到一些新兴家电比如洗碗机、扫地机器人以及洗地机整体消费趋势非常不错。"我们在 一季度销售同比整体上升了10%,门店的客流也上升了15%。"门店相关负责人表示。 近日,"以旧换新"又有好消息:"i西安"平台在首页上线了"消费补贴专区",家装补贴、新能源购车 ...
2000多家外企为何看好苏州高新区(大数据观察·投资中国)
Ren Min Ri Bao· 2025-07-01 21:55
上有天堂,下有苏杭。繁华秀美的江苏苏州,既是长三角经济重镇,也是外商在华投资最密集的城市之 一。 在苏州,有一片约223平方公里的土地,"长"出了2000多家外企。苏州国家高新技术产业开发区,一手 抓招商、一手抓营商,持续厚植外资发展沃土,让外企既感到舒心,又满怀信心。 今年前5月,苏州高新区新增外资项目48个,实际使用外资3.3亿美元,同比增长16.9%。 反馈不过夜 项目配专班 盛夏时节,易商苏州新区先进制造产业园内,大货车沿着盘道开进厂房。一旁的工地上,塔吊矗立,机 械运转,项目建设紧张有序。 "这是三期项目,正在赶工。我们做不动产管理,负责开辟场地,吸引外企投资。最近,跟好几家外企 都谈拢了。"易商集团华东区市场部高级总监金震宇介绍。 易商集团也是外资企业,总部位于新加坡。2020年,易商集团在苏州高新区投资建设了国际化产业园区 ——易商苏州新区先进制造产业园。几年间,产业园已有众多外企进驻。在规划图纸上,生物医药、新 材料等领域的多家全球知名企业名列其中。"名单一直在更新,所以用地必须及时跟上。"金震宇说,厂 房越建越高,第一期还是2层,第三期已达4层。 相较盖厂房,更具考验的是把一家家外企请进来。 ...
北京石景山区八角中里社区党委—— 围着居民需求转 带动各方一起干(党旗在基层一线高高飘扬)
Ren Min Ri Bao· 2025-07-01 21:55
7月1日16时,北京市气象台发布暴雨蓝色预警:预计2日午后至3日上午,北京市有一次明显降雨过程。 看到预警后,北京市石景山区八角街道八角中里社区党委书记李美红赶紧带领社工巡查社区,排查风险 点,社区老街坊、物业工作人员都来帮忙。 八角中里社区是典型的老旧小区,社区有30多栋楼,居住着2400多户7000余人。"不仅是应对极端天 气,平常处理社区各项难题时,我们都坚持党建引领,凝聚各方力量,共建共治共享温馨家园。"李美 红说。 每天早上,李美红都会在小区里转一圈,跟居民聊几句。"多聊聊、多问问,才能知道居民最近愁什 么、缺什么。干基层工作没有捷径,想要干好就得围着居民的需求转、追着居民遇到的难题解。"李美 红说。每天,社区工作人员在楼栋间穿梭、在广场上驻足,倾听居民的诉求和心声,"走出去、沉下 来、快办理、勤回访"。 与此同时,八角中里社区党委还搭建了"你说我听大家议"的议事平台,成立"老街坊议事厅",调动居民 参与社区治理的积极性。居民们常围坐在一起,共同商讨社区的大小事务。 "现在有了议事厅,大家集思广益为社区和邻里服务出点子、干实事,氛围很好。"70多岁的居民王亚军 说。无论是小区停车位的规划、楼道环境整 ...
过度包装治理的“破”与“立”(人民时评)
Ren Min Ri Bao· 2025-07-01 21:55
拆包装像"闯关游戏",纸箱里面是泡沫盒,泡沫盒里有礼盒,礼盒里面是铁盒,铁盒里面还有拉菲草和 塑料袋……商品包装追求"高端""奢华",看似精美,实则无用,令消费者备受困扰。 前不久,中国消费者协会等7家协会联合发出倡议,反对商品过度包装,推动绿色文明消费,确保商品 包装合规合理。有数据显示,我国包装废弃物约占城市生活垃圾的30%—40%。仅纸制包装,每生产1 吨就需消耗约20棵树龄20至40年的树木和500吨水资源。商品过度包装,拆封即被丢弃,助长铺张之 气、奢靡之风,也造成资源浪费、环境污染。遏制过度包装,看似事情不大,实则意义不小。 近年来,我国加大对商品过度包装的治理力度,从出台一系列强制性国家标准,到加强线上线下常态化 监管执法,再到端午节、中秋节、春节等重要节日前后开展专项整治,治理成效显著。去年,500元以 上的月饼礼盒已基本退出市场,电商快件不再二次包装比例超过95%,智能装箱技术让包装耗材减量达 到20%。也要看到,现实中商品过度包装远没有绝迹,治理还要常抓不懈。 (文章来源:人民日报) 奢华的包装暗含"面子",往往与违规收送礼、高档礼品套现等问题相关联,扭曲了消费的意义。像包装 精美的高档茶 ...