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你的第一辆车,不该让算法说了算
Hu Xiu· 2025-06-30 04:17
而第二辆是真正的"汽车",是一辆摩托车——本田的CB400F街车。原因依然不复杂:那时,我刚来杭州工作,短视频平台上充斥着太多刷屏的"女骑摆 拍""风与自由",加上杭州本就是摩托制造重镇、有浓厚的骑行氛围,看到园区不少同事都骑着各式摩托通勤,有大佬的水鸟,也有中佬的川崎、凯旋, 这种"好像不骑一下就错过人生"的情绪,构成了购买冲动。唯一让人觉得诧异的是春风跟雅马哈的旗舰店,竟然开在限摩的西湖区。 我的第一辆"车"不是汽车,而是一辆山地自行车。上大学那会儿,身边稍微宽裕点的同学都买了美利达、捷安特,骑行开始成为一种"潮流"。我咬咬牙、 花了几个月的生活费,买了人生中第一辆山地车,美利达公爵600,这完全是一种越级的非理性消费。 它象征的是某种"同步":我也在参与这个时代,我也配拥有一种崭新的生活方式。但它只陪了我三个月,就在一次前往食堂后被偷走了。 那之后,我又买了一辆更贵的挑战者300,加入了骑行社团,学会了玩非铺装的土路。往后的十年间,我在深圳、北京、杭州辗转,它一直都在"。它就像 一位朴素但沉稳的伙伴,陪我走过深南大道、青年路、文一西路,也见证我从风的少年,变为疯的牛马。 但真实的情况是:它绝大多数时间与 ...
北京:发布政策“组合拳” 多维度支持青年人才“安居乐业”
Huan Qiu Wang· 2025-06-30 04:17
2025中关村毕业季活动于6月24日在中关村国家自主创新示范区展示中心举办。北京市多部门现场发布 支持青年人才的政策"组合拳",围绕就业、创业、安居、生活等多个维度为高校毕业生提供一系列政策 支持。 作为众多高校聚集区,北京海淀推动学科链、人才链、产业链、资本链高效协同,着力构建全方位青年 友好城市"生态圈"。 据了解,北京海淀打造家门口的就业服务体系"海职汇",每年发布岗位不少于8万个,给予招录青年群 体的民营企业、中小微企业一次性扩岗补助;提供10万平米免费产业空间、"卡脖子"项目资金、最高 5000万科技人才贷及百亿成长基金;统筹各类优惠房源近万套,组织"毕业季租房服务进校园",让学子 足不出校即享优惠;免费开放三级公共文化设施、"海淀夜校"等。 来源:央视网 北京市教委发布支持大学生创新创业行动计划,从"赛""孵""投""转""融"5个方面、推出15项举措,为北 京地区普通高校、研究生培养单位的在校生及毕业5年内的学生(含留学生),或其他省市普通高等学 校北京生源在校生及毕业5年内的学生提供一系列创业支持。 北京市科委、中关村管委会发布支持青年人才创新创业系列政策,通过强化顶层设计,构建起青年科技 人 ...
江南春:都2025年了,品牌到底该怎么做?
3 6 Ke· 2025-06-30 04:17
面对市场的快速变化和消费者需求的不断演变,许多企业陷入了短期业绩与长期品牌建设的两难境地。如何在价格战、流量争夺和品牌建设之间找到平 衡,成为每个企业必须面对的挑战。在近期举行的中欧国际工商学院AMP课程二十周年庆典论坛上,分众传媒创始人、董事长江南春以"中国品牌,如何 赢在下一个10年新周期?"为题,深入探讨品牌建设的核心策略,以及如何通过创新和精准定位,实现品牌的长期增长和市场竞争力。本文根据江南春现 场演讲内容整理。 价值必须升维 中国下一个10年新周期已然开启,我们需要思考的是,如何赢在下一个10年新周期。 我在过去一年中经常被问到的一个问题是:面对价格战导致的价格持续走低,我们该怎么办?在新周期开始时,我们曾面临价格不断上涨的情况。然而, 如今的中国市场似乎遭遇了两大挑战:一方面,市场需求似乎突然减少了10%,而产能却依然过剩,这导致价格下降了10%甚至20%。在这种情况下,我 们该如何实现增长,填补因需求减少而出现的市场缺口呢?我们首先要解决的问题就是如何应对价格的持续走低。 我认为,面对价格越卷越低的情况,降价并非解决之道,只有通过升维来破解降价焦虑。具体升维方法有很多。首先要品质服务升维,提升 ...
国寿资产首只全球配置产品成立
news flash· 2025-06-30 04:16
近日,中国人寿(601628)资产管理有限公司首只全球配置产品——"国寿资产-创远FOF2518资产管理 产品"正式成立。该产品以"固收+"FOF策略为核心定位。 ...
稳定币热潮席卷全球市场 “估值泡沫”警报响起
智通财经网· 2025-06-30 04:16
首尔Eugene Asset Management首席投资官SeokKeun Ha表示,"这让人想起2020年和2021年散户投资者对元 宇宙相关股票的疯狂买入。这本质上是对政府政策的押注,"更多是受到情绪的影响,而非任何实际的基本 面因素驱动。 稳定币热潮推动相关股票大涨 智通财经APP获悉,全球稳定币热潮推动相关新兴技术公司的股票大幅上涨,一些投资者对这场狂欢逐渐感 到担忧。"稳定币第一股"Circle(CRCL.US)的股价自三周前在纽约上市以来已飙升约500%,但其空头仓位也 在持续攀升。在韩国,全球和本地基金纷纷抛售Kakaopay Corp.的股票,因为该股在过去一个月内上涨了两 倍。 此类谨慎的交易与狂热的散户交易形成鲜明对比。尽管监管机构和金融业对稳定币持谨慎态度,但美国总 统唐纳德·特朗普的大力支持推动了稳定币的繁荣。 然而,尽管得到了特朗普和李在明等领导人的大力支持,风险依然存在。韩国央行警告称,稳定币的采用 可能会阻碍有效的货币政策。国际清算银行表示,稳定币的未来"不明朗"。 许多人仍认为该技术在稳定加密货币领域的交易以及存储价值方面具有潜力,但相关股票的高估值也引发 了质疑。上周五,K ...
HPC HOLDINGS(01742) - 2025 - 中期业绩
2025-06-30 04:07
Financial Performance - For the six months ending April 30, 2025, the group's revenue increased by 35.43% to approximately SGD 117.63 million from about SGD 86.86 million in the previous period[9]. - The group's gross profit rose to approximately SGD 6.99 million, a significant increase of about 117.24% compared to approximately SGD 3.22 million in the previous period, resulting in a gross margin of 5.94%[9]. - The group recorded a net profit after tax of approximately SGD 31.34 million during the interim period[14]. - Revenue for the six months ended April 30, 2025, was SGD 117,632,000, representing a 35.4% increase from SGD 86,859,000 in the same period of 2024[40]. - Gross profit for the same period was SGD 6,986,000, up from SGD 3,216,000, indicating a significant improvement in profitability[40]. - Net profit for the period was SGD 31,342,000, compared to SGD 644,000 in the previous year, reflecting a substantial growth[40]. - Basic and diluted earnings per share for the company owners were both SGD 1.96, a significant increase from SGD 0.04[40]. Project and Order Backlog - The total value of new projects awarded to the group in the fiscal year 2025 reached SGD 481.81 million, with a strong order backlog valued at SGD 1,071 million as of April 30, 2025[5]. - The group completed three major projects during the interim period, including the Pilot Mechanical Biological Treatment Plant, which received its Temporary Occupation Permit on January 27, 2025[6]. - The group is expected to successfully complete three major projects by the end of the fourth quarter of 2025, including the Loyang North Substation and the 27IBP commercial office building[7]. - The group anticipates significant growth opportunities in the pharmaceutical construction sector, bolstered by the successful delivery of major projects such as XDC and STA, enhancing its credentials in this high-value area[27]. - The group expects to benefit from strong demand driven by several large-scale development projects, including the expansion of Changi Airport Terminal 5 and Marina Bay Sands[25]. Financial Position and Ratios - The current ratio as of April 30, 2025, was 1.63, compared to 1.66 on October 31, 2024, indicating stable liquidity[17]. - As of April 30, 2025, the group's debt-to-equity ratio was 12.32% and 20.91% on October 31, 2024, primarily due to gradual loan repayments for the redevelopment project at 7 Kung Chong Road, Singapore[18]. - Total assets as of April 30, 2025, amounted to SGD 220,335,000, compared to SGD 158,402,000 in the previous year, showing a growth of 39.1%[42]. - Total liabilities increased to SGD 100,021,000 from SGD 82,589,000, representing a 21.1% rise[43]. - The company's equity attributable to owners was SGD 107,203,000, up from SGD 75,813,000, indicating a 41.2% increase[43]. Cash Flow and Expenses - The total employee cost during the interim period was approximately SGD 14.1 million, compared to SGD 15.1 million in the previous period[24]. - Administrative expenses increased by approximately SGD 869,000, primarily due to depreciation of acquired assets[12]. - The company reported a significant other income of SGD 27,351,000, compared to no income in the previous year, indicating successful new strategies[40]. - For the six months ended April 30, 2025, the net cash generated from operating activities was SGD 9,651,000, compared to a net cash used of SGD 1,027,000 in the same period last year[46]. - The net cash used in investing activities amounted to SGD 3,879,000, compared to SGD 3,120,000 in the previous year, indicating increased investment outflows[47]. - Financing activities resulted in a net cash outflow of SGD 667,000, consistent with the previous year, highlighting stable financing operations[47]. Market and Industry Conditions - The total nominal value of construction demand in Singapore for 2025 is projected to be between SGD 47 billion and SGD 53 billion, with real demand expected to grow by 0.3% to 11.7% compared to pre-pandemic levels[25]. - The group faces pressure on profit margins due to rising material costs, increased labor expenses, and intensified industry competition[29]. - The group adopted a more cautious approach in bidding and pricing strategies due to current market challenges and intense price competition[5]. Corporate Governance and Compliance - The company is committed to good corporate governance to fulfill its responsibilities to shareholders and enhance shareholder value[33]. - The chairman and CEO roles are currently held by the same individual, which the board believes is beneficial for the group's overall interests[34]. - The audit committee consists of three independent non-executive directors, ensuring effective oversight of financial reporting[35]. - The interim financial information has been reviewed by the company's auditor in accordance with international standards[36]. - The company has not purchased, sold, or redeemed any of its listed securities during the interim period[37]. Employee and Operational Insights - As of April 30, 2025, the group had 788 employees, including foreign workers, with performance-based bonuses available for local employees[24]. - The company has utilized the purchased land as collateral to secure bank loans for its projects[20]. - The company has completed all vehicle lease agreements within the year, focusing on short-term leases for office properties[90]. Financial Instruments and Investments - The fair value of marketable securities investments is determined based on active market prices, reflecting the company's investment strategy[84]. - The fair value of quoted equity investments is SGD 956,000 as of April 30, 2025, slightly down from SGD 975,000 as of October 31, 2024, reflecting a decrease of 1.9%[107]. - The company has not disclosed any significant related party transactions beyond what is mentioned in the financial statements[102].
重大,创业板与科创板的大涨行情要来了!大资金将领头冲击
Sou Hu Cai Jing· 2025-06-30 04:05
Group 1: Strategic Shift in Capital - A significant capital shift is occurring in the Chinese stock market, with state-backed funds withdrawing from bank stocks and reallocating to the long-term undervalued ChiNext and Sci-Tech Innovation Board [1][2] - The recent drop in bank stocks indicates profit-taking by state funds, while the ChiNext and Sci-Tech boards are experiencing a surge in investment interest due to their low valuations [2][6] Group 2: Policy Support for Hard Technology - The reactivation of the fifth set of listing standards for the Sci-Tech Innovation Board has opened doors for unprofitable tech companies, exemplified by Wuhan Heyuan Biological, which plans to raise 2.4 billion yuan despite not being profitable for 16 years [1][6] - The National Manufacturing Fund, with 147.2 billion yuan available, is set to support new materials and information technology sectors, providing long-term funding for hard tech companies [1][6] Group 3: Market Dynamics and Investment Trends - Main funds have begun aggressively purchasing hard technology stocks, with significant net inflows into companies like Cambrian and SMIC, indicating a strong market interest [2][6] - The ChiNext index has seen a substantial rebound, with a 63.9% increase since September 2024, outperforming other major indices, driven by expectations of a profit recovery in the second half of 2024 [6][10] Group 4: Regional Economic Competition - The distribution of 588 listed companies on the Sci-Tech Innovation Board highlights intense regional competition, with Jiangsu leading with 114 companies, followed by Shanghai and Guangdong [3][6] - Emerging cities like Wuhan and Xi'an are showing strong growth, with 11 and 12 listed companies respectively, indicating a shift in economic power dynamics [3][6] Group 5: Sector-Specific Insights - The semiconductor and AI chip sectors are the primary focus for capital, with companies like SMIC and Cambrian leading in investment interest [7][8] - The pharmaceutical sector is also gaining traction, with significant stock price increases for companies like Changshan Pharmaceutical, driven by advancements in innovative drugs [6][10]
证监会又带来好消息,6月30日,今天周一的A股将如何发展?
Sou Hu Cai Jing· 2025-06-30 04:05
不过,这"支持"的代价,最后会不会都摊到我们这些普通投资者头上?让我们去接盘那些还在亏损路上狂奔的公司?这"支持"的到底是科技的未来,还是某 些急着套现离场的大股东?在我看来,把害群之马打掉,让A股走得更平稳才是关键。 一、证监会突然放出利好消息,这次证监会终于开始查造假了,对配合造假的也毫不手软。要求那些未盈利的企业,必须用最直白、最详细、最及时的方 式,披露研发进展、烧钱速度、核心风险和竞争格局。 别再用那些云山雾罩的专业术语糊弄人了,得让咱普通散户也能看个大概明白。最近出台的"上市前老股锁定36个月"的新规,算是朝着这个方向迈了一步, 但散户更关心的是执行力度,以及后续会不会有更细化的约束。信息披露的镜子必须更亮! 二、A股最低3421点,三大指数分化,盘中都有"跳水"的表现,今天周一的A股涨跌直接定调! 指数直接触及5日均线,这说明市场已经出现板块轮动,可能会进一步延续。另外,A股3500点下方的抛压依旧很强,既有前面"五座大山"的压力,又有短 线获利了结的压力。 虽然短线利好消息不断,但利空消息也不少,板块分化还会延续。先看看5日均线能不能挺住,如果不行,再看看3400点整数关口有没有支撑。我长线继 ...
人才管理培训市场前景(附行业现状分析、政策分析、发展环境及未来趋势预测)
Sou Hu Cai Jing· 2025-06-30 04:05
《报告》主要研究中国人才管理培训产业发展情况,涉及人才管理培训企业数量、企业结构、市场规模、区域市场规模、市场集中度等细分数据。 《报告》从国内外经济环境、国内政策、发展趋势等方面入手,全方位分析了人才管理培训产业发展状况,对业界厂商掌握产业动态与未来创新趋势提供相 应的建议和决策支持。 人才管理培训行业是指通过系统化的教育、训练和发展手段,帮助企业及个人提升职业技能、管理能力和综合素质的专业服务领域。其核心目标是优化人力 资源效能,涵盖:企业端、个人端、技术端。 技能人才是推动我国经济高质量发展的重要力量,但技能人才市场存在着供需矛盾和管理难题。人力资源服务业在提供全方位、个性化的招聘、培训、薪 酬、绩效、职业技能认定服务,创新服务模式,建立技能人才库等方面发挥着重要作用。经过多年的发展,我国人力资源服务行业规模在持续扩大。据统 计,2024年我国人力资源服务市场规模从2016年的11850亿元增长至298360亿元,预计2025年有望达到32145亿元。未来,在政策的扶持下,我国人力资源服 务市场规模将不断增长,行业前景十分广阔。 随着中国经济保持平稳增长,综合国力显著提高。但与此同时,国内企业的管理水平 ...
港股午评|恒生指数早盘跌0.42% 稳定币概念持续强势
智通财经网· 2025-06-30 04:05
6月24日国新办发布会确认,9月3日将举行阅兵,军工股延续近期涨势,机构称国防军工板块具备长期 成长确定性。中航科工(02357)涨4.46%;中船防务(00317)涨2.19%。 香港财政司司长陈茂波表示,稳定币有望为资本市场带来变革,将推动发行人把稳定币应用推广至不同 场景。渣打集团(02888)早盘涨超3%,欧盟或发布稳定币新规,渣打香港计划发行港元稳定币。 华兴资本控股(01911)涨超10%,公司拟斥资1亿美元进军Web3.0和加密货币资产领域。 国泰君安国际(01788)涨超11%,机构称短期内资金认可稀缺牌照叠加较小市值的弹性空间。 OSL集团(00863)涨超6%,拟计划收购加密货币基础设施提供商Banxa全部股份。 宜搜科技(02550)大涨超70%,与一家华为云解决方案供应商订立框架合作协议,开发数字资产及数据中 心建设。 老铺黄金(06181)涨超16%股价突破1000港元,新加坡首店开业表现超预期,机构称海外成长空间可期。 智通财经APP获悉,港股恒生指数跌0.42%,跌101点,报24182点;恒生科技指数涨0.12%。港股早盘成 交1181亿港元。 半导体供应链国产化持续推进,美拟 ...