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人数超8000万!新型灵活就业群体“时间灵活但不清闲”
Nan Fang Du Shi Bao· 2025-06-30 12:55
时间灵活但不等于清闲、超六成从业者月均收入超5000元、收入不稳定带来压力、对技能培训需求强烈……6月16日,《数字经济下灵活就业发展研究报 告》发布,对新型灵活就业群体进行画像,分析不同岗位所面临的挑战与需求,并对行业发展提出了针对性的建议。 从业人数超8000万 工作时间灵活但不等于清闲 有别于传统灵活就业,《报告》所指"新型灵活就业"指依托数字技术和互联网平台,在劳动时间、工作场所、雇佣关系等方面具有高度弹性的就业新形 式,例如外卖骑手、网约车司机,以及灵活就业的有声书配音员、AI编剧等。 当前,我国新型灵活就业群体已经相当庞大,《报告》对此进行了数据估算。根据国家统计局数据,截至2024年底,全国灵活就业人员规模在2.4亿人左 右。2023年全国总工会的第九次职工队伍状况调查显示,全国新就业形态人员达到约8400万人。《报告》再结合第三方招聘网站的数据估算,我国当前新 型灵活就业群体人数超过8000万人。 《报告》通过1049份有效问卷调查尝试对新型灵活就业人群进行群体画像,得出了一些颇有意思的结果。整体上,有19.95%的人正在从事或从事过灵活 就业。这些人主要分布在经济发达、数字基础设施健全的大中 ...
理工导航(688282):传统型号项目持续落地,新兴市场开拓稳步推进
Great Wall Securities· 2025-06-30 12:55
证券研究报告 | 公司动态点评 2025 年 06 月 30 日 理工导航(688282.SH) 传统型号项目持续落地,新兴市场开拓稳步推进 | 财务指标 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 22 | 171 | 376 | 698 | 1,092 | | 增长率 yoy(%) | -89.4 | 685.6 | 120.2 | 85.5 | 56.5 | | 归母净利润(百万元) | -23 | -5 | 54 | 96 | 115 | | 增长率 yoy(%) | -140.4 | 79.9 | 1294.1 | 77.4 | 19.7 | | ROE(%) | -1.6 | -0.2 | 3.1 | 4.7 | 5.6 | | EPS 最新摊薄(元) | -0.26 | -0.05 | 0.61 | 1.09 | 1.31 | | P/E(倍) | -162.8 | -810.1 | 67.8 | 38.2 | 31.9 | | P/B(倍) | 2.7 ...
EyePoint Pharmaceuticals (EYPT) Earnings Call Presentation
2025-06-30 12:54
Investor Presentation February 2025 Most robust dataset in wet AMD and DME among all sustained delivery programs in development Two ongoing global Phase 3 non-inferiority pivotal trials in wet AMD Only sustained release TKI with active program in DME bolstered by highly positive Phase 2 clinical data ©2025 EyePoint Pharmaceuticals, Inc. All Rights Reserved. Legal Disclaimers Various statements made in this presentation are forward-looking, within the meaning of the U.S. Private Securities Litigation Reform ...
企业竞争图谱:2025年E-bike头豹词条报告系列
Tou Bao Yan Jiu Yuan· 2025-06-30 12:53
年 E-bike 头豹分类/交通运输、仓储和邮政业/ /城市公共交 通运输/ /综合及概念/ / Copyright © 2024 头豹 / / 企业竞争图谱:2025年E-bike 头豹词条报告系列 行业分类: 交通运输、仓储和邮政业/新能源 综合及概念/产业链整体 综合性企业/综合企业 摘要 E-bike行业以蓄电池为辅助能源,实现电助动或电驱动功能,成为城市短途出行和环保出行的选择。技术创新推动产品智能化和性能提升,但市场竞争激烈,价格战和产品 差异化是主要特点。市场规模受政策、市场需求和产业发展等因素影响,2020-2023年持续增长,但2024年受竞争压力和产业升级转型影响出现下滑。未来,市场需求和技 术创新将驱动中国E-bike行业持续稳定发展,特别是年轻人对智能化、轻便且续航能力强的产品的偏好,以及外卖、快递等行业对电动自行车的需求,将推动市场规模进一 步扩大。 E-bike即电动自行车,是指以蓄电池作为辅助能源,具备脚踏骑行能力,能实现电助动或电驱动功能的两轮自行车。随着城市化进程的加 快,城市交通拥堵问题日益严重,E-bike成为短途出行的灵活、便捷选择。此外,环保需求的增加使得低碳排放的E ...
美元下探新低,基本金属普涨
ZHONGTAI SECURITIES· 2025-06-30 12:52
分析师:谢鸿鹤 执业证书编号:S0740517080003 Email:xiehh@zts.com.cn 美元下探新低,基本金属普涨 评级: 增持(维持) Email:liuyq07@zts.com.cn | 上市公司数 | 141 | | --- | --- | | 行业总市值(亿元) | 32,066.87 | | 行业流通市值(亿元) | 30,039.01 | 分析师:陈凯丽 执业证书编号:S0740525050001 Email:chenkl@zts.com.cn 分析师:刘耀齐 执业证书编号:S0740523080004 1、《美联储暂不降息,金银比继续 回落》2025-06-23 2、《刚果金钴出口禁令延期,钴价 有望加速上行》2025-06-23 3、《去库超预期,铝领涨基本金属》 2025-06-18 有色金属 证券研究报告/行业定期报告 2025 年 06 月 30 日 报告摘要 1)工业金属价格整体上涨:LME 铜、铝、铅、锌本周涨跌幅为 2.3%、1.3%、2.3%、 4.9%;SHFE 铜、铝、铅、锌的涨跌幅为 2.5%、0.6%、1.9%、2.6%。 2)本周有色行业指数跑赢市场: ...
人工智能周报(25年第26周):谷歌发布开源AI智能体GeminiCLI,MiniMax推出多项新技术及产品-20250630
Guoxin Securities· 2025-06-30 12:52
Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expected performance above the market benchmark by over 10% [3][35]. Core Insights - The AI sector is witnessing significant advancements with major companies launching new technologies and applications, such as Tencent's open-source MoE model and Google's Gemini CLI [1][26]. - The e-commerce industry remains competitive, with platforms focusing on merchant incentives and investments in instant retail to seek new growth [3][32]. - The report highlights the ongoing development of AI applications across various sectors, including healthcare, education, and entertainment, showcasing the integration of AI into everyday services [20][25][22]. Summary by Sections Company Dynamics - Tencent launched its first open-source MoE model, Hunyuan-A13B, with 80 billion total parameters and 13 billion active parameters [18]. - Ant Group introduced the AI Health Manager AQ, offering over a hundred AI functionalities for healthcare management [20]. - Douyin (TikTok) released the AI "探饭" product, providing intelligent food recommendations [21]. Underlying Technologies - MiniMax released several new models, including the MiniMax-M1, which supports the highest input context of 1 million and output of 80,000 tokens [27]. - The introduction of Hailuo 02, a new video generation model, and MiniMax Agent, a general-purpose intelligent agent, reflects ongoing innovation in AI capabilities [27]. Industry Policies - The Central Cyberspace Administration of China is actively addressing AI technology misuse, having dealt with over 3,500 non-compliant AI products [28]. - The National Development and Reform Commission emphasizes the importance of nurturing emerging industries and advancing the "AI+" initiative [29]. - Guangdong Province's government is promoting the development of general and industry-specific large models as part of its economic strategy [31].
93阅兵在即,重视新域新质作战力量发展
ZHONGTAI SECURITIES· 2025-06-30 12:50
国防军工 证券研究报告/行业定期报告 2025 年 06 月 30 日 分析师:陈鼎如 执业证书编号:S0740521080001 Email:chendr01@zts.com.cn 执业证书编号:S0740523060003 9·3 阅兵在即,重视新域新质作战力量发展 Email:mamz@zts.com.cn | 基本状况 | | | --- | --- | | 上市公司数 | 143 | | 行业总市值(亿元) | 26,967.47 | | 行业流通市值(亿元) | 22,823.81 | | 增持(维持) 评级: | | | 重点公司基本状况 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 简称 | 股价 | | | EPS | | | | | PE | | | | 分析师:陈鼎如 | | | (元) | 2023A | 2024A | 2025E | 2026E | 2027E | 2023A | 2024A | 202 ...
“数”看期货:近一周卖方策略一致观点-20250630
SINOLINK SECURITIES· 2025-06-30 12:50
qqqqqqqqqqqqqqqqqqq 股指期货市场概况 从整体表现来看,上周四大期指主力合约均上涨,中证 1000 期指涨幅最大,幅度为 5.49%,上证 50 期指涨幅最小, 幅度为 1.27%。上周四大期指主力合约贴水均收窄。IF、IC、IM 和 IH 期指均为贴水状态。 全部合约角度看,较上周而言,四大期指当月、下月、当季和下季合约的平均成交量升降不一,其中 IH 上升幅度最 大,为 7.98%,IC 下降幅度最大,为-4.93%。四大期指上周最后一个交易日的合计持仓量均上升,其中 IH 上升幅度 最大,为 30.34%,IM 上升幅度最小,为 9.50%。 基差水平方面,截至上周最后一个交易日收盘,IF、IC、IM 和 IH 当季合约的年化基差率分别为-4.84%、-8.50%、- 11.12%和-4.28%,较上周最后一个交易日,四大期指贴水幅度均有所收窄。 跨期价差方面,截至上周五收盘,IF、IC、IM和IH当月合约与下月合约的跨期价差率分别处在2019年以来的63.90%、 58.80%、76.50%和 64.00%分位数。四大期指当月合约与下月、当季、下季的价差率均处于历史分布常态位置。 正 ...
GoHealth(GOCO) - 2022 Q3 - Earnings Call Presentation
2025-06-30 12:50
Encompass Q3 Earnings 1 Forward-Looking Statements and Use of Non-GAAP Financial Measures and Key Performance Indicators Forward-Looking Statements This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this press release may be forward-looking statements. Statements regarding the Company's future results of operations and financial position, business strategy and plans ...
GoHealth(GOCO) - 2020 Q4 - Earnings Call Presentation
2021-03-09 21:42
GoHealth® Fourth Quarter 2020 Earnings Slides March 8, 2021 Disclaimer Forward-Looking Statements | --- ...