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城市风景“上新”了
Ren Min Ri Bao· 2025-10-07 21:51
Group 1 - The article highlights the transformation of urban public spaces, showcasing how new developments like the Liangma River have become vibrant cultural and recreational hubs, enhancing the city's appeal and warmth [4][6][7] - Liangma River, once a neglected drainage channel, has been revitalized into a scenic area featuring a 6-kilometer waterway with diverse amenities such as cafes, performance spaces, and recreational activities, attracting both locals and tourists [7][8][9] - The river serves as a melting pot of cultures, with visitors from various backgrounds enjoying the space, indicating a shift towards more inclusive urban environments [8][9] Group 2 - The article discusses the significance of cultural heritage and local craftsmanship, as seen in places like the Zhejiang Intangible Cultural Heritage Museum, which preserves traditional skills and community memories [10][12][13] - The revival of historical sites, such as the Yuzhang Academy in Nanchang, reflects a growing trend of integrating cultural landmarks into modern urban life, providing spaces for public engagement and learning [15][16] - The emergence of new cultural districts and markets, like the Qingyun Market in Guiyang, illustrates the blending of traditional and contemporary elements, creating vibrant community spaces that celebrate local culture [29][30][31]
人保集团采购124台海光服务器仅3家报名 竞争原本不激烈 中兴通讯实力这么强居然排第三名
Xin Lang Cai Jing· 2025-10-07 13:26
运营商财经网 陈聪敏/文 近日,人保集团124台海光服务器设备采购项目公示中标候选人,紫光软件、中兴通讯等竞争项目,最 终谁赢了? 从报价来看,三家候选人中,中兴通讯投标总价较低,其报价为2211.994万元(含税);紫光软件系统 有限公司报价居中,其投标总价为2294.76万元(含税);报价最高的是北京久胜云数科技有限公司, 其投标总价为2344.5832万元(含税)。 根据公示,第一名是紫光软件,中兴通讯排第三名。 若公示期无变动,紫光软件预中标该项目,中兴通讯有点悬。按理,中兴通讯名气非常大,中标无数, 怎么这次评标居最后一名? (转自:科技首条) 特别声明:以上文章内容仅代表作者本人观点,不代表新浪网观点或立场。如有关于作品内容、版权或其它问 题请于作品发表后的30日内与新浪网联系。 具体来看,该项目为人保集团2025年核心设备采购项目(寿险、健康险第一批次)标包2,为人保寿险 采购海光服务器124台,其中包含虚拟化计算服务器68台,数据库服务器一56台,拟采购一家供应商。 采购人在9月1日发布招标公告,同日启动的还有其余三个标包采购:海光服务器(人保健康互联网业务 本地高可用建设)、鲲鹏服务器(人保 ...
日股,历史新高!日元,走低!
Zheng Quan Shi Bao· 2025-10-07 04:55
Group 1 - The Japanese stock market continued to rise, with the Nikkei 225 index reaching a historical high, closing up 0.67% at 48,264.98 points [3] - The Tokyo Stock Exchange index also saw an increase, closing up 0.28% at 3,235.13 points [3] - Fujikura led the gains among Nikkei 225 constituents, closing up over 7% and peaking at over 10% during the session, with a stock price increase of over 100% since 2025 and over 500% in 2024 [3] Group 2 - Following the election of Sanna Takashi as the new president of the Liberal Democratic Party, the yen experienced a depreciation trend, with the USD/JPY exchange rate approaching recent two-month highs [5] - The new leadership of the Liberal Democratic Party includes Taro Aso as vice president and Shunichi Suzuki as secretary-general, indicating a potential shift towards more aggressive fiscal policies and loose monetary policies [5]
什么是出海龙头概念,涵盖哪些产业链
Sou Hu Cai Jing· 2025-10-07 01:12
Core Insights - The concept of "outbound leaders" is gaining attention among investors as more companies seek growth opportunities in overseas markets amid increasing domestic competition and globalization [1][2] - Outbound leaders are defined as industry-leading companies with early overseas business layouts, high market share, strong brand influence, and sustainable expansion capabilities [1] - These companies have typically completed technology accumulation and scale expansion domestically, possessing strong management and financial capabilities to adapt to various international market environments [1] Industry Overview - Outbound leaders span multiple key sectors, with manufacturing being a significant component, including high-end equipment, new energy devices, and automotive parts, leveraging cost-effectiveness and technological advantages to penetrate international markets [1] - The electronics and technology sectors also show strong performance, with companies in communication equipment, consumer electronics, and semiconductors participating in the global supply chain through technological innovation [1] - Digital economy-related enterprises, such as internet platforms, e-commerce services, and digital payment providers, are rapidly expanding their user base overseas by leveraging model output and technological empowerment [1] Support Services - Logistics and supply chain service providers benefit from the outbound wave, offering infrastructure support through cross-border logistics, warehousing, and comprehensive foreign trade service platforms, creating synergistic effects [2] - Professional service institutions in finance, law, and consulting assist companies in navigating challenges related to overseas compliance, exchange rate fluctuations, and cultural differences [2] Investment Perspective - For investors, focusing on outbound leaders is not only about the growth potential of individual companies but also about capturing the long-term trend of Chinese companies enhancing their position in the global value chain [2] - However, overseas operations face multiple risks, including policy changes, exchange rate volatility, and geopolitical factors, necessitating a rational assessment of companies' true competitiveness and risk resilience [2] - Investors are advised to conduct careful analysis based on industry prospects, corporate governance, and the proportion of overseas revenue to avoid blindly chasing trends [2]
助力中国信通业高质量发展
Jing Ji Ri Bao· 2025-10-07 00:32
Core Viewpoint - Nokia Bell is enhancing its role in global innovation by leveraging its extensive research and development presence in China, focusing on AI integration and digital transformation in various industries [1][2][3] Group 1: Company Strategy and Operations - Nokia Bell has established a comprehensive research layout in China, covering mobile networks, infrastructure, and cloud services, aiming to facilitate the implementation of global innovations in the Chinese market [1] - The company is actively transitioning its business towards AI, showcasing its latest achievements in "AI + Network" and industrial digitalization at the 2025 China International Information and Communication Exhibition [1][2] - Nokia Bell has initiated a strategic collaboration with SAIC General Motors to integrate communication technology with intelligent manufacturing, exploring new models for industrial digitalization [1][2] Group 2: AI and Network Integration - The company emphasizes the necessity of a robust network foundation to support AI, which in turn enhances network intelligence and efficiency [2] - Nokia Bell is providing end-to-end solutions for intelligent computing centers, AI applications, and enterprise digital transformation, while also forming industry customer teams to support digital transformation [2] Group 3: Open Innovation and Collaboration - Nokia Bell is committed to building an ecosystem through open collaboration, participating in the "Large Enterprise Open Innovation Center Plan" launched in Shanghai's Pudong New Area [2] - The company has established the "OPEN X LAB" to focus on projects with industrial value, having invested over 90 million yuan and partnered with over 110 companies to help them secure more than 100 patents [2] Group 4: Cultural and Diplomatic Engagement - In celebration of the 75th anniversary of diplomatic relations between China and Finland, Nokia Bell aims to deepen its cooperation in the Chinese market, showcasing technological innovation and open collaboration [3] - The company intends to leverage China's favorable innovation ecosystem to further integrate AI with networks, adhering to an open cooperation philosophy to create tangible industrial value [3]
助力中国信通业高质量发展 ——访诺基亚贝尔首席执行官程刚
Jing Ji Ri Bao· 2025-10-06 22:01
近年来,诺基亚集团推动业务加速向AI领域转型。诺基亚贝尔在近日举行的2025年中国国际信息通信 展览会上,集中展示了在"AI+网络"及工业数字化等领域的最新成果,并发布自智化AI数据中心网络整 体方案。此外,公司携手上汽通用启动"工业智能体+整车智能制造战略合作",推动通信技术与智能制 造深度融合,探索产业数字化新模式。 程刚说:"AI需要强大网络底座支撑,AI也能让网络更智能、更高效。在AI与网络协同、5G—A、6G及 工业数字化等关键领域,公司已取得重要业务进展,现在正面向智算中心、AI应用和企业数字化转型 提供端到端解决方案。在传统的运营商业务基础上,我们也在积极助力行业数字化转型,并成立了行业 客户团队。" "中国是全球研发创新的重要基地,对全球创新的影响力持续增强。对诺基亚来说,中国也是全球创新 体系的重要组成部分。诺基亚在中国进行了广泛的研发布局,覆盖移动网络、基础网络、云网服务等业 务。"日前,诺基亚贝尔首席执行官程刚接受经济日报记者采访时表示。 诺基亚贝尔是芬兰诺基亚集团和中国华信邮电科技有限公司的合资企业,也是诺基亚通信在华独家运营 平台,在中国运营已有40余年。程刚表示,诺基亚贝尔致力于推 ...
科技股出现大幅回调,谁将接棒?三大板块或成A股新主线
Sou Hu Cai Jing· 2025-10-06 20:31
近期A股市场呈现明显的"指数分化、个股普跌、资金轮动"特征。 以科创50为代表的科技板块出现大幅回调,单日跌幅一度达2.51%,而创业板指则强势领 涨2.34%。 市场资金正从高估值的半导体、通信设备等科技领域撤出,单日净流出规模超百亿元,转而涌入电池、消费等板块。 这种"高低切换"的背后,是 市场对估值合理性与业绩确定性的再平衡。 消费行业在沪深300指数中权重约16%,是近期跌幅最大的领域之一。 但政策层面已将"提振消费"列为十大工作任务之首,消费品以旧换新政策已带动销售 额1.1万亿元,发放补贴约1.75亿份。 汽车以旧换新补贴申请量达412万份,家电、数码产品销量同比增幅显著。 细分领域中,酿酒、食品饮料板块资金净流入超16亿元,暑期档电影《哪吒2》票房突破150亿元,苏杭等城市酒店预订量大幅增长,显示服务消费持续升 温。 中央财经大学教授姚东旻指出,政策不仅拉动短期销售,还推动消费品结构升级。 原材料行业在沪指权重约15.2%,当前多数细分领域处于产能出清关键阶段。 以石油化工、煤炭、钢铁为例,行业通过"反内卷"政策推动产能优化,资本开 支增速连续5个季度负增长。 工业金属和小金属因供给充分出清,且 ...
A股广和通通过香港IPO聆讯
Ge Long Hui A P P· 2025-10-06 13:00
Core Viewpoint - Guanghetong, a Chinese wireless communication module provider, has passed the listing hearing on the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [1] Company Overview - Guanghetong was established in 1999 and specializes in data transmission modules, smart modules, and AI modules, offering customized solutions for edge AI and robotics [1] - The company is the second-largest wireless communication module supplier globally, with a projected market share of approximately 15.4% in 2024 [1] - As of September 30, Guanghetong's A-share market capitalization is about 23.2 billion yuan, with a year-to-date stock price increase of 52% [1] Industry Context - The products of Guanghetong are widely used in various sectors, including automotive electronics, smart home, consumer electronics, and smart retail [1] - The company was listed on the A-share market in April 2017 [1]
任正非为啥经常独自出差,难道这就是他的管理方式?懂的自然懂
Sou Hu Cai Jing· 2025-10-05 06:51
众所周知,任正非经常一个人出差,他曾被网友拍到独自在机场乘坐摆渡车的照片。 其实任总这样做已经很多年了,华为员工在机场看到老板拖着行李箱候机的次数不知多少,作为世界500强企业的总裁,像任正非这种作风的确实不多见。 在很多人想来,管理十多万员工大企业的老板只要坐在豪华办公室"日理万机"就行了,听下属的汇报,跟员工开会,只是发号施令就已经很忙了,哪有多少 时间去跑市场一线呢。 而且出于安全或场面的需要,知名企业家出门都是前呼后拥,动静非常大,这样也不适合随意去一个地方。 那么任正非为啥与众不同呢? "前十年几乎没有开过办公会类似的会议,总是飞到各地去,听取他们的汇报,他们说怎么办就怎么办,理解他们,支持他们……" 这是《一江春水向东流》中的一句话。 在华为公司成立之初,任正非可谓甩手掌柜,是听任各地"游击队长"们自由发挥的。但扪心自问,如果换成自己当老板,会这样管理队伍吗?这样做能放心 吗? 各地的代表处有相对独立的管理权,雇佣多少员工,发多少工资和奖金,怎么做业务等,处处都有漏洞,所谓管理,就包含了监控、控制,所以管理的成本 会非常大。 而任正非是基于信任去管理的,他很愿意相信人,但谁也不可能百分百正确,难免 ...
帝国的兴衰——世界500强里的通信设备商
芯世相· 2025-10-05 01:04
Core Viewpoint - The article discusses the evolution of the telecommunications equipment industry over the past two decades, highlighting the rise and fall of major companies and the impact of geopolitical factors on market dynamics [5][21]. Group 1: Historical Overview - In 2000, seven telecommunications equipment manufacturers made it to the Fortune Global 500, including Lucent and Nortel, which have since disappeared from the list [7][9]. - By 2005, Chinese companies Huawei and ZTE began to emerge as significant players, with Huawei's revenue reaching 45.3 billion RMB and ZTE's at 21.5 billion RMB [9][11]. - The 2010 list saw Huawei enter the rankings for the first time at position 397, with a revenue of 21.8 billion USD, while other traditional players struggled [14][21]. Group 2: Recent Developments - By 2020, Huawei had risen to the 49th position on the Fortune Global 500, with a revenue of 124.3 billion USD, marking a 166% increase in revenue over five years [21][22]. - The article notes that the global telecommunications market is fixed in size, leading to increased competition and pressure on other manufacturers as Huawei expanded [22][24]. - The U.S. government's actions against Huawei, including placing it on an entity list, significantly impacted its operations and market orders [22][23]. Group 3: Future Outlook - By 2025, only two telecommunications equipment manufacturers, Huawei and Cisco, are expected to remain on the Fortune Global 500 list, with Huawei at 83rd and Cisco at 273rd [26][27]. - The telecommunications industry is experiencing a cyclical downturn, with both Ericsson and Nokia facing declining revenues post-2022 due to reduced operator investments [29][31]. - The article emphasizes the need for companies to adapt to changing market conditions and the potential for new entrants to emerge in the telecommunications space [36][37].