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聚焦2025夏季达沃斯论坛——这场世界级“头脑风暴”为全球经济寻新机
Group 1 - The World Economic Forum's 16th Annual Meeting of the New Champions in Tianjin attracted over 1,700 participants from more than 90 countries, focusing on five core topics including global economic interpretation and new energy [1] - Chinese Premier Li Qiang emphasized that China's steady economic growth will support global economic recovery and create new opportunities for international trade [1] - The forum highlighted the need for global collaboration and innovative solutions to address challenges such as AI governance and green transformation, with China identified as a key partner in this process [2] Group 2 - Countries are increasingly focusing on warehousing key commodities to enhance supply chain resilience, with Ecuador positioning itself as a trade hub [3] - Egypt is working to balance trade deficits through investment rather than tariffs, aiming to improve its investment attractiveness to European partners [3] - Italy's reliance on exports is significant, with small and medium enterprises playing a crucial role, while the imposition of high tariffs by the US has created uncertainty in the business environment [3] Group 3 - TCL's chairman, Li Dongsheng, highlighted the importance of maintaining strategic focus and seizing new market opportunities amidst global trade uncertainties [5] - Companies are encouraged to diversify their supply chains and adapt quickly to changes, with AI being a critical tool for enhancing adaptability and resilience [5][6] - Emerging technologies like AI are seen as key drivers for improving supply chain efficiency and enabling developing countries to compete globally [6]
《长安的荔枝》撤档;张雪峰回应AI抢饭碗:非常难;英特尔回应将关停汽车业务;黄仁勋称机器人是AI之后最大机遇丨邦早报
创业邦· 2025-06-25 23:54
【张雪峰回应 AI 抢饭碗:非常难】 近日,在一场直播中,网红教育博主张雪峰被问及 AI 是否会取 代其职业咨询工作时表示,这种情况 " 很难,非常难 " 。尽管当前 AI 志愿填报工具已较为常见,但 因算法不透明、数据局限等问题,用户对其信任度有限。张雪峰认为,家长在高考志愿选择上不仅需 要信息,更依赖经验与人性化的判断。他的自信来源于能够帮助学生 " 明确需求 " ,这是 AI 目前难 以替代的核心价值。( Do N ews ) 【英特尔将关停汽车业务?回应:逐步收缩,将确保客户顺利过渡】 据外媒报道,英特尔将关闭其小 型汽车业务,并解雇该领域的大多数员工,这是其大幅裁员的最新举措。据悉,目前有 5000 万辆汽 车使用英特尔处理器。目前,英特尔方面已向 记者 确认了调整一事,并回应称: "正如此前宣布 的,我们正在重新聚焦战略重心,强化核心客户端与数据中心产品组合和业务,以满足客户的需求。 作为这项计划的一部分,我们决定逐步收缩客户端计算事业部旗下的汽车业务。"伴随汽车业务的收 缩,英特尔汽车客户的业务会受到影响吗?英特尔方面就此回应称:"在这一过程中,我们将确保客 户的顺利过渡"。(新浪科技) 【多个 ...
中达安: 关于本次向特定对象发行A股股票摊薄即期回报的风险提示、采取填补措施及相关主体承诺的公告
Zheng Quan Zhi Xing· 2025-06-25 20:05
Core Viewpoint - The announcement discusses the potential dilution of immediate returns due to the issuance of A-shares to specific investors, along with measures to mitigate this impact and commitments from relevant parties [1][5][11]. Financial Impact - The issuance will increase the total share capital from 14,013.40 million shares to 18,217.42 million shares [2]. - Under three scenarios for 2025 net profit, the diluted earnings per share (EPS) will be affected as follows: - Scenario 1 (net profit unchanged): Basic EPS will decrease from -0.36 to -0.34 [2][4]. - Scenario 2 (net profit decreases by 10%): Basic EPS will decrease from -0.36 to -0.38 [3][4]. - Scenario 3 (net profit increases by 10%): Basic EPS will improve from -0.36 to -0.30 [4]. Necessity and Feasibility of Issuance - The issuance aims to support business expansion and technological integration, enhancing the company's overall strength and market share [6][7]. - The funds raised will alleviate working capital pressure and improve the company's financial structure, reducing the debt ratio from 71.05% [6][7]. Measures to Mitigate Dilution Risk - The company will implement a robust fund management system to ensure effective use of raised capital, adhering to legal regulations [8][9]. - The governance structure will be strengthened to enhance internal controls and operational efficiency [9]. - A profit distribution policy will be established to ensure reasonable returns for shareholders, particularly small investors [9]. Commitments from Relevant Parties - The controlling shareholder and actual controller have committed to not interfering with the company's management and to fulfill the measures to mitigate dilution [11][12]. - The board of directors and senior management have also made commitments to protect the company's interests and ensure compliance with regulations [11][12].
企业考察团接连到访!光明链全球吸引力持续升温
Sou Hu Cai Jing· 2025-06-25 16:46
Group 1 - The event organized by Japanese companies in Shenzhen aimed to enhance cooperation between the Shenzen Guangming District and Japanese enterprises through investment environment assessments and industry-specific matchmaking [1][3] - Participating Japanese companies included Toshiba (China) Co., Ltd., Mizuho Bank (China) Co., Ltd., and others, covering sectors such as semiconductors, high-end manufacturing, smart home appliances, urban design, finance, and consulting [3] - The delegation visited leading companies in Guangming District, including Betterray New Materials Group, a top global supplier of lithium-ion battery anode materials, and Nuoan Intelligent Co., Ltd., a specialized manufacturer of gas sensors and detection instruments [3] Group 2 - Guangming District has previously hosted a delegation from the UK-China Trade Association, which included representatives from notable institutions and foreign enterprises, indicating a growing interest in the district's innovative technologies and strong industrial foundation [4] - In the first half of the year, Guangming District actively sought connections with foreign companies, including Panasonic and Victoria's Secret, to strengthen its international presence and attract foreign investment [5] - The district has engaged in various promotional activities, resulting in over 70 foreign enterprises visiting and establishing strategic partnerships, including with Alstom and the Australian Doner Group [5]
智链时尚 AI赋能|毕马威受邀出席2025中国时尚零售与消费发展峰会
Sou Hu Cai Jing· 2025-06-25 08:52
2025年6月24日,由中国连锁经营协会(CCFA)主办,以"智链时尚新生态,AI驱动新动能"为主题的2025中国时尚零售与消费发展峰会在南京香格里拉酒 店隆重举行。本次盛会汇聚了诸多业内知名企业代表、行业专家等,共同探讨行业热点,交流实践经验。 毕马威中国华东及华西区零售行业审计主管合伙人周倩受邀出席,并发表题为《新消费浪潮及机遇——趋势洞察、政策红利及资本赋能》的主旨演讲。周 倩分享了当前消费领域的宏观概览、子行业趋势,解读了长三角地区消费促进政策,分享了对全球关税风暴下的中国企业出海的洞察,以及资本市场情 况。 作为全球专业服务机构,毕马威长期关注零售及消费品行业趋势研究,凭借丰富的行业经验与专业洞察,持续为企业提供全方位服务。展望未来,毕马威 将继续携手行业伙伴,共同探索零售及消费品行业新机遇,推动行业实现高质量发展。 *本文照片来源于主办方 本文内容仅供一般参考用,并非针对任何个人或团体的个别或特定情况而提供。虽然我们已致力提供准确和及时的资料,但我们不能保证这些资料在阁下 收取时或日后仍然准确。任何人士不应在没有详细考虑相关的情况及获取适当的专业意见下依据所载内容行事。本文所有提供的内容均不应被视 ...
驾驭税务变革的浪潮——税收政策、人工智能和人才(下篇)
Sou Hu Cai Jing· 2025-06-25 08:21
当前,税务领域的领导者正面临前所未有的挑战,包括地缘政治的不确定性、不断演变且逐渐碎片化的法规体系、税务人才的短缺以及技术的迅速变革 等。在这一背景下,税务管理模式正面临着来自内部和外部的双重压力,亟需进行大规模投入与转型,来应对未来的复杂局势。为此,本报告重点强调了 三项战略要务,并详述所需的关键步骤,助力企业在未来竞争中脱颖而出。(下) 应用GenAI(生成式人工智能)为税务工作服务 正如毕马威国际的税务与法律人工智能专家所指出的,"在一个不断变化且资源有限的世界里,企业的税务部门正面临着巨大的压力,而生成式人工智能 显然具备大幅提升效率和生产力的强大能力。" 人工智能可以简化税务合规和报告流程,减少这些任务占用的时间和精力。它还可以增强对信息(如合同内容)的分析,促进在税收争议时与税务机关的 有效沟通。通过扫描和总结大量数据,生成式人工智能可以提供对全球税收环境的重要洞察,使组织能够了解最新情况并及时响应变化。 此外,生成式人工智能通过识别业务模式和变化趋势,帮助处理复杂的税务交易,从而发现潜在的风险(如隐性税务负债)和机会。这一技术进步不仅提 高了工作效率,还使得税务部门能够专注于战略决策和增值活动。 ...
达沃斯热议贸易战无赢家,关税和地缘局势导致FDI降温|2025夏季达沃斯
Di Yi Cai Jing· 2025-06-25 06:19
意大利企业与制造部副部长认为,美欧贸易谈判的最后期限会被推迟。 美欧谈判僵局与全球冲击 瓦伦蒂尼分析称,突如其来的关税壁垒首先抑制了投资信心,其次加剧了供应链重构。自2008年金融危 机以来,全球企业已从"准时制"转向以风险管理(just-in-case)为基础的供应链模式,疫情更强化了这 一趋势。"建立冗余库存成为必然选择,而这还是在新的关税政策出台之前。"他表示。 他还表示,令人担忧的是,当前关税似乎更多被用作填补财政赤字的工具,而非调节贸易平衡或临时保 护某些行业的手段。他引用法国经济学家巴斯夏(Frederic Bastiat)的名言称,"如果商品不跨越边界, 军队就会跨越边界",但在当前情境下,走到这一步是各方都不愿看到的。 谈及美欧谈判僵局,瓦伦蒂尼称,欧盟27个成员国将贸易政策的制定权交给了欧盟,但在这一机制下达 成共识的谈判非常复杂。 "这也容易诱使其他国家试图对欧盟成员国逐个击破,瓦解共识",他预测谈判会继续拖延,因为"美方 尚未明确最终诉求",而长期的不确定性可能将临时性关税冲击演变为全面经济衰退。 郭兰诗则观察到企业界的普遍焦虑,她称,关税政策经常朝令夕改,有些关税高得不可持续,"从总部 ...
经济转型下的企业人才突围,南方新华10年服务4万+企业的破局逻辑
Core Insights - The business landscape in 2025 is characterized by unprecedented complexity, with a sluggish global economic recovery and accelerated domestic industrial upgrades, leading to a critical focus on effective high-end talent management as a key differentiator for corporate survival and elimination [1] Group 1: Talent Management Challenges - Companies face a paradoxical mindset of both "desiring talent" and "fearing talent," which manifests in three typical dilemmas [2] - The first dilemma is the fear of "losing control," where excessive management layers stifle creativity, resulting in a "workplace paralysis" that drives talent to competitors [2] - The second dilemma involves the fear of "questioning," where the suppression of expertise by seniority hinders organizational evolution, leading to a conservative decision-making path [3] - The third dilemma is the fear of "trial and error," where short-term risk aversion prevents companies from seizing market opportunities, resulting in the rejection of innovative proposals [4] Group 2: Solutions for Talent Management - To address these challenges, companies are increasingly recognizing the need to leverage professional services to reconstruct their talent management systems [5] - The approach taken by Southern Xinhua can be summarized in three steps: diagnosis, matching, and empowerment [7] - The first step involves a comprehensive diagnosis to identify the root causes of talent management issues, moving beyond superficial solutions to provide a detailed analysis of organizational culture and structure [7] - The second step focuses on precise matching of talent to organizational needs, utilizing a vast talent pool and a specialized team to ensure high compatibility between candidates and company requirements [9] - The third step emphasizes management empowerment, helping companies build a trust-based ecosystem with talent through tailored consulting services that drive performance and profitability [11] Group 3: Conclusion on Talent Competitiveness - In a competitive business environment, the ability to effectively utilize and manage talent is increasingly seen as a fundamental competitive advantage [13] - Companies that can overcome the fear associated with talent management and establish a trust relationship with their workforce are better positioned to thrive in a rapidly changing market [13] - Southern Xinhua's experience demonstrates that talent is no longer viewed as a cost but as a core asset driving growth, highlighting the importance of innovative talent management strategies [13]
影响下半年经济走势的五大变量
吴晓波频道· 2025-06-24 16:51
点击上图▲立即收听 " 股市、地产、出口、消费、科技,这五个视角犹如我们厘清经济信号的五个 ' 指路明灯 ' 。 " 文 / 巴九灵(微信公众号:吴晓波频道) 又至年中。6月的空气里,总是弥漫着一种特有的氛围——审视、总结与眺望。 勤勉9年的中考生、12年的高考生交出青春时代的中期答卷,各大研究机构、券商等也在"作答",纷纷发布关于年中宏观总结与展望的报告。 这已然成为我们观察经济、观察市场的一项颇具仪式感的传统。 尤其在今年,全球经济复苏步调不一,国内新旧动能转换持续深化,政策效应逐步显现,市场情绪在希望与疑虑间摇摆。诸多关键问题悬而未决, 牵动着无数人的神经: ◎ 股市经历上半年的起伏后,哪些板块的估值具备吸引力? ◎ 楼市止跌回稳到什么阶段了,供需两端的趋势如何? ◎ 出口还能延续上半年的"高调"吗,接下来的市场机会在哪? ◎ 消费真的不行了吗,谁的消费信心在明显增强? 实际上,股市、地产、出口、消费、科技,这五个视角犹如我们厘清经济信号的五个"指路明灯"。 为此,我们精选了浦银国际《2025年中期宏观经济/市场策略展望》、麦肯锡《新常态下的中国消费》、东兴证券《房地产行业2025年中期展 望》、华泰证 ...
建筑外墙安全隐患如何防范?深圳瑞捷AI智能巡检为建筑“拍CT做体检”
Xin Lang Cai Jing· 2025-06-24 12:34
Core Insights - The article highlights the increasing safety risks posed by aging buildings in urban areas, emphasizing the need for advanced inspection solutions to address these issues [1][2][3] Group 1: Company Overview - Shenzhen Ruijie (300977.SZ) has developed an "AI + Drone" solution to enhance building facade inspections, addressing the inefficiencies and risks associated with traditional manual inspections [1][2] - The company integrates drone technology, infrared thermal imaging, and AI to provide comprehensive and efficient facade defect inspections, significantly improving detection rates from 61% to 93% [2] Group 2: Industry Context - The article notes a concerning trend of increasing safety incidents related to building facade deterioration, with over 1,300 reported accidents in 2024 alone, resulting in significant economic losses [2] - By 2024, approximately 20% of buildings in urban areas will be over 30 years old, with projections indicating that 80% of existing buildings will reach "old age" by 2040, further exacerbating safety concerns [2][3] Group 3: Legal Implications - According to the Civil Code, property owners and managers may bear liability for damages caused by falling building elements unless they can prove no fault, highlighting the importance of regular inspections [3] Group 4: Market Position and Growth Potential - Shenzhen Ruijie has successfully implemented its drone inspection services across various sectors, including industrial parks, commercial buildings, schools, and residential areas, gaining high customer recognition [3] - The company is leveraging its brand influence, service system, and technological expertise to explore new business opportunities, indicating strong growth potential in the engineering consulting industry [3]