Group 1 - The 2025 Ecological Civilization Guiyang International Forum focused on "deepening local friendly cooperation and promoting green development for mutual benefit" [1] - Seven pairs of provincial and municipal friendly city agreements were signed during the forum, including agreements between Guizhou Province and Liberia's Monrovia City, as well as intentions with Mozambique's Gaza Province and Papua New Guinea's Milne Bay Province [1] - Guizhou Province aims to transform its ecological advantages into development momentum, showcasing its green development practices to the world through international friendly cities [1] Group 2 - The Governor of Milne Bay Province, Gordon Wesley, presented a specific cooperation list that includes trade of specialty agricultural products, sustainable fisheries management, and eco-cultural tourism [2] - The forum launched the "Study in Guizhou" project to attract international youth from friendly cities to study in Guizhou, fostering future cooperation [2] - The "Friendly City Shopping and Travel" cross-border e-commerce project was announced to facilitate the flow of Guizhou's ecological agricultural products and handicrafts to the world, while also allowing quality goods from friendly cities to enter the Chinese market [2]

Group 1: Support and Collaboration - Suzhou has been providing targeted support to regions in Xinjiang, including Horgos, Gongliu, and Atushi, since 2010, enhancing cooperation in various fields [1][2] - The financial commitment includes 7.35 million yuan allocated for 24 technology innovation projects in Xinjiang, which has led to an additional 16.2 million yuan in enterprise matching investments [1] Group 2: Industrial Development - The "Horgos Comprehensive Smart Energy Project," recommended by the Suzhou working group, was recognized as an excellent entrepreneurial project, showcasing the effectiveness of industrial aid [2] - Suzhou's working group has successfully attracted influential projects to Horgos, significantly contributing to the rapid development of local industries such as foreign trade and cross-border e-commerce [2] Group 3: Medical Assistance - A significant medical achievement was made with the implantation of a wireless pacemaker in a 71-year-old patient in Gongliu County, addressing a critical health issue and filling a local technical gap [3][4] - The medical team, led by expert Li Haigang, utilized innovative techniques to perform the surgery, which was crucial given the patient's complex medical history [3][4] Group 4: Cultural and Economic Integration - The establishment of the "Atushi Mulberry Fig Cultural Tourism Scenic Area" has transformed local businesses, increasing the number of shops from over 30 in 2020 to 246 by 2024, with collective income reaching over 1.4 million yuan [5] - The integration of agriculture, culture, and tourism around the mulberry fig industry has led to a significant economic uplift for the local community [5] Group 5: Youth Exchange and Cultural Ties - The "Pomegranate Seed" summer camp initiative promotes youth exchange between Kunshan and Atushi, fostering cultural ties and enhancing ethnic unity [6]

Core Insights - Amazon China is launching a summer shopping festival called "Hai Zhe Jie" from July 8 to 12, featuring over 30,000 international brands and more than 2 million selected overseas products, aiming to create a unique summer promotion brand for Chinese consumers [1][3] Group 1: Event Overview - "Hai Zhe Jie" is designed to cater to the actual summer needs of Chinese consumers, differing from the holiday-focused "Black Friday" by emphasizing product selection and pricing strategies [3] - The event will showcase a variety of products, including tech innovations and trendy items, to meet diverse consumer demands and set trends [3] Group 2: Pricing and Logistics - The pricing strategy combines overseas discounts with local exclusive offers, providing a transparent shopping experience that enhances consumer satisfaction and loyalty [3][5] - Amazon has improved logistics efficiency, achieving "2-day delivery" from Ningbo bonded warehouse and offering 16-hour expedited customs clearance through SF International, aligning cross-border e-commerce logistics with domestic standards [5] Group 3: Market Positioning - Amazon is focusing on niche brands and series that remain underrepresented in the Chinese market, while also offering localized pricing to maintain a competitive edge against other cross-border shopping platforms [5] - The "import supermarket" feature during "Hai Zhe Jie" will include essential categories like maternal and infant products, food, and health supplements, allowing consumers to purchase high-quality imported goods at more affordable prices [5] Group 4: Technological Integration - Amazon utilizes big data and AI for product selection, enabling real-time trend capture from social media to match popular products with Chinese consumers [6] - The company is expanding its presence in lower-tier markets, with a notable increase in users from third and fourth-tier cities, driven by enhanced logistics coverage and the awakening of female consumers [6]

"大而美"法案落地，高关税威胁再来 -宏观周报(6月30日-7月6日) 2025 年 7月 6 日 分析师 张迪 ☎：010-8092-7737 网: zhangdi_yj@chinastock.com.cn 分析师登记编码：S0130524060001 詹璐 ☎: 0755-8345-3719 国：zhanlu @chinastock.com.cn 分析师登记编码：S0130522110001 日雷 ☎: 010-8092-7780 ☑: lvlei_yj@chinastock.com.cn 分析师登记编码：S0130524080002 赵红蕾 ☎：010-8092-7606 网: zhaohonglei_yj@chinastock.com.cn 分析师登记编码：S0130524060005 于金潼 ☎：186-5320-7096 网: yujintong_yj@chinastock.com.cn 分析师登记编码：S0130524080003 铁伟奥 極：tieweiao_yj@chinastock.com.cn 分析师登记编码：S0130525060002 研究助理：薄一程 www.chinastock. ...

一周财经人物（2025年6月30日至2025年7月6日） 敦煌网张芳芳：上半年宠物品类增幅超200%，内容电商崛起 关税风波之下，元老级跨境电商平台敦煌网迎泼天流量，一时成为全球热门下载的免费购物应用榜首。 以B端直采起家，如今的敦煌网不仅是B端与C端的流量入口，更集合海量网红。 品牌出海成为大共识之下，更懂中国商家与海外消费者需求的本土平台，会如何赋能这一新征程？近 日，南都《湾财出海观》《三猫跨境说》专访了敦煌网副总裁张芳芳。 贵州一银行原纪委书记被举报"婚内出轨"，纪委已介入调查 头条 罗马仕回应没有倒闭同日再换法定代表人，雷社杏再度上任 深陷倒闭传闻之中，罗马仕动作频频，在换回原法人的同时，还通过微博发声回应。天眼查信息显示， 7月3日，雷杏容在出任深圳罗马仕科技有限公司（以下简称"罗马仕"）法定代表人、董事、经理职务仅 三天后退出相关职务，前任雷社杏则在去职三天后再度担任以上职位。同日，罗马仕在官方微博发布声 明称将努力解决一切问题。 大咖声音 何小鹏下单小米YU7"催"交付，雷军：力争早点交车 6月30日，"何小鹏也下单了YU7"登上新浪微博热搜。当日，何小鹏发文表示，YU7成功核心是产品竞 争力 ...

Investment Rating - The report maintains an "Overweight" rating for the internet media industry, indicating a positive outlook for the sector's performance relative to the overall market [2]. Core Insights - The report highlights four key growth drivers for the gaming sector: 1. Demand from younger generations (post-90s and post-00s) and overseas markets, with AI potentially creating new gameplay experiences. 2. Companies that have focused on project development and improved their R&D capabilities over the past five years are now better positioned to create high-quality products. 3. Competition in gaming is shifting towards differentiation rather than price competition. 4. Despite product cycles, improvements in industrial processes can lead to sustained growth [2]. Summary by Sections Gaming Sector - The report identifies several companies with promising new products that could drive mid-term growth, including: - Giant Network's "Supernatural Action" and Century Huatong's "Whiteout Survival" and "Kingshot" [2]. - Companies like 37 Interactive Entertainment and Kying Network are noted for their strong new game reserves and AI strategies [2]. AI Applications - The report emphasizes the commercial potential of AI applications, citing successful products like Kuaishou's AI video tools and Meitu's consumer-focused AI offerings [2]. - AI's impact on advertising revenue for companies like Tencent and Bilibili is highlighted as an area of growth [2]. Entertainment and Consumer Trends - The report recommends companies involved in trendy consumer products, music, and live events, such as Pop Mart and NetEase Cloud Music, which are benefiting from increased engagement from younger audiences [2]. - The integration of media networks with platforms like Alipay is expected to enhance the value of companies like Focus Media [2]. Valuation Metrics - A detailed valuation table is provided, showing projected revenues and profits for key companies in the gaming and entertainment sectors, with Tencent's market cap at 41,505 million RMB and a projected PE ratio of 16 for 2025 [4].

作者 | 基德 编辑 | Shadow 美国政策多变、欧洲认证成本、东南亚卷到飞起，当跨境电商卖家在这些市场卷生卷死之际，俄罗斯市场却在偷偷爆单。 2024年俄罗斯电商市场销售额爆增41%，根据ecommerceBD的预测，俄罗斯2025年电商市场收入将飙到930亿美元，2029年有望突破1086亿，这增速比东南 亚还猛。 在这一背景下，中国潮流电商平台得物（Poizon）也加入了俄罗斯跨境电商大潮。 日前，得物正式推出俄语版本网站及移动应用程序，俄罗斯用户现在可以直接在平台上浏览商品、下单购买，无需再依赖中间商或代购渠道。 对于得物来说，俄罗斯市场就像一块诱人的蛋糕，西方品牌撤离留下的真空、旺盛的潮流消费需求、成熟的跨境电商环境，都难以抗拒。 此次得物Poizon Shop俄语网站与App的同步上线，是得物全球化战略的重要一步。 据披露，Poizon Shop俄罗斯站目前上架了约45万款运动鞋和超过400万服饰与配饰商品，涵盖Nike、New Balance、Adidas、Prada、Louis Vuitton等超过1000 个品牌，商品类目从潮鞋拓展至潮流服饰、箱包、配件、玩具等多个垂类。 从Poizon ...

Investment Rating - The industry investment rating is "Positive" [2] Core Viewpoints - The report emphasizes the growth certainty amidst fluctuations in the light industry manufacturing sector, particularly focusing on the export chain narrative becoming clearer [2] - The report highlights the stability in paper prices and the potential recovery in the pulp and paper sector, with specific companies recommended for investment [2][3] - The report discusses the impact of new tariffs on exports from Vietnam to the U.S. and suggests that this may lead to a recovery in order placements [3] - The report notes the challenges in the new tobacco sector due to increased compliance scrutiny in the U.S. and suggests potential beneficiaries of this trend [4] - The report outlines the performance of various sectors including e-commerce, electrical lighting, and home furnishings, indicating growth opportunities and strategic expansions [7][9][10] Summary by Sections Pulp and Paper - Pulp prices are stabilizing with South American bleached eucalyptus pulp prices at $500-510 per ton, and domestic pulp mills are facing rising costs [2] - Companies like Sun Paper and Xianhe are recommended for their integrated pulp and paper operations and profitability improvements [2] Exports - The recent tariff agreement between the U.S. and Vietnam is expected to enhance order placements and stabilize the export chain [3] - Companies with strong global layouts and those facing short-term performance pressures are highlighted for potential investment [3] New Tobacco - The U.S. FDA is increasing compliance checks, leading to a significant drop in e-cigarette shipments, which may benefit compliant companies [4] E-commerce - "Jiao Ge Peng You" reported impressive sales during the 618 shopping festival, indicating a successful technology-driven retail strategy [7] Electrical Lighting & Smart Home - Bull Group's international strategy is yielding results with significant sales in Germany, while other companies are exploring high-end markets [9] Home Furnishings - The launch of new product systems by "Bei Wo" and the anticipated restart of national subsidies are expected to boost consumer confidence in home furnishings [10] Consumer Products - The report notes a divergence in growth trends within the personal care sector, with certain brands showing strong performance [11] Gold and Jewelry - The demand for boutique gold jewelry is strengthening, with stable gold prices expected to support overall industry recovery [12][13] Two-Wheel Vehicles - Tao Tao Vehicle's strong profit forecast indicates growth potential in the electric vehicle sector [14] Cross-Border E-commerce - Companies like Xiao Shang Pin Cheng and Ji Hong are expected to perform well as tariff uncertainties diminish [15] Packaging - Yongxin and Yutong Technology are projected to maintain steady growth, with a focus on functional and differentiated materials [16]

"大而美"法案落地，高关税威胁再来 -宏观周报(6月30日-7月6日) 2025 年 7月 6 日 詹璐 ☎: 0755-8345-3719 国：zhanlu @chinastock.com.cn 分析师登记编码：S0130522110001 日雷 ☎: 010-8092-7780 ☑: lvlei_yj@chinastock.com.cn 分析师登记编码：S0130524080002 赵红蕾 ☎：010-8092-7606 分析师 张迪 ☎：010-8092-7737 网: zhangdi_yj@chinastock.com.cn 分析师登记编码：S0130524060001 网: zhaohonglei_yj@chinastock.com.cn 分析师登记编码：S0130524060005 于金潼 ☎：186-5320-7096 网: yujintong_yj@chinastock.com.cn 分析师登记编码：S0130524080003 铁伟奥 ☎：136-8324-0373 極：tieweiao_yj@chinastock.com.cn 分析师登记编码：S0130525060002 研究助理：薄一程 ...

2025.07. 06 本文字数：1418，阅读时长大约3分钟 作者 | 第一财经 林靖 近日，郑州铁路职业技术学院2025年单独考试招生章程中，多个专业备注招生的对象是本科毕业 生，引起了外界广泛关注。 在《郑州铁路职业技术学院2025年单独考试招生章程》中，有三个专业的备注栏注明"本科毕业 生"。这三个专业分别是动车组检修技术、高速铁路综合维修技术、铁道交通运营管理。三个专业的 招生计划都是45人。 对于很多本科及以上的大学毕业生本身而言，理论水平较高，技能操作却是短板，与企业对一线技能 型人才的需求形成了结构性矛盾。尤其是随着我国的产业转型升级，当前产业正加快向高端化、智能 化、绿色化迈进，需要大量既有较高理论水平又具备娴熟技能的高素质技能人才。 华南一家跨境电商企业负责人孙先生告诉第一财经记者，随着产业的转型升级，企业需要越来越多的 复合型人才，既要有很强的技术技能，同时也要有扎实的理论知识基础，人才的职业发展潜力也会更 大。 面对这一人才需求，职业本科应运而生。 这不是该校第一年在单招工作中招本科毕业生。根据该校2018年单独考试招生章程，当年的招生专 业中，就有专业面向本科毕业生招生。 招生章程显 ...