Group 1 - The Reserve Bank of Australia (RBA) is expected to lower the cash rate by 0.25 percentage points to 3.85%, with further cuts anticipated before Christmas, making Australian small-cap stocks more attractive compared to global markets [2][3] - Small-cap stocks are sensitive to economic growth changes, and the S&P/ASX 200 index reached a three-month high, rebounding nearly 14% since its low on April 7 [3] - Key investment sectors include consumer and real estate, with specific interest in outdoor advertising company oOh!media and furniture retailer Nick Scali, which is expected to perform well during the rate decline [4][6] Group 2 - Ophir Asset Management is optimistic about Nick Scali and has increased holdings in small appliance manufacturer Breville, viewing them as sensitive to economic cycles [6] - The firm also invested in Pinnacle, betting on a recovery in the real estate market, and believes the Australian stock market is more attractive than the U.S. market due to larger and faster expected rate cuts [6] - Despite optimism for small-cap stocks, there is caution regarding potential market corrections, with defensive stocks like ResMed and AUB Group being held to hedge risks [8]

《中美日内瓦经贸会谈联合声明》发布后，外贸一线情况如何？记者采访了浙江部分外贸企业、货代平 台及港口。 5月16日一早，浙江宁波慈溪市，韩电电器全自动冰箱生产车间马力全开，经由切边、弯折、冲孔等多 道工序后，多款型号的冰箱快速下线、装车出发。 "声明发布当天，美国客户立马联系我们，希望排产、发货。最近几天，产线全部满负荷生产。"公司外 贸负责人王建明说。 此前，受美滥施关税影响，韩电对美业务摁下"暂停键"。目前，公司对美业务重启，前两天客户还追加 了一笔补单，货值200多万美元。 百公里外，湖州市杨明斯金属制品有限公司车间生产繁忙。这家主营车载工具箱的外贸企业，对美出口 占比近八成，过去半个月生产受到不小影响。公司总经理张佳瑜说，"之前退货的美国客户，已计划再 次下单，正在洽谈关税分担比例。" 订单回暖，也为航运市场添了把火。大洋彼岸"补货"潮涌，美线海运出现"爆单"。 宁波港东南物流集团的智慧物流大屏上，订舱量、海运价、拖车安排等指标正实时跳动。 作为一家出口拼箱海关监管仓库，公司发往美国的货物占业务量近一半。"美国客户普遍'囤单'，外贸 企业纷纷'抢单'，预计在后续3个月内，发往美国的货物出口量将在原有基 ...

Core Viewpoint - The implementation of 5G-A technology in various sectors, particularly in maritime and manufacturing, is driving significant advancements in efficiency, sustainability, and innovation in the economy, particularly in Shandong province and Qingdao city [3][4][16]. Group 1: Maritime Industry - The deployment of 5G-A technology at Dongjiakou Port enables real-time monitoring of vessel movements and enhances maritime management capabilities [3]. - Future applications of 5G-A in maritime sectors include water quality monitoring, smart channel management, ecological protection, and emergency rescue, potentially leading to new business models and industries [3][4]. Group 2: Manufacturing Sector - Haier's new factory, the "Interconnected Refrigerator Factory," represents a significant investment of 13 billion yuan and aims to produce millions of high-end refrigerators using 5G technology for enhanced operational efficiency [5][9]. - Qingdao Zhongjiate Electric's smart factory project utilizes 5G and edge computing to integrate digital transformation in manufacturing, achieving deep integration of IT and operational technology [10][14]. - The establishment of a "5G + Industrial Internet" tire smart factory by Qingdao Telecom demonstrates the application of smart manufacturing technologies to improve production efficiency and lifecycle management of products [15]. Group 3: Economic Impact - Shandong's GDP reached 23,466 billion yuan in Q1 2025, with a year-on-year growth of 6.0%, driven by strong performance in the manufacturing sector [4]. - The industrial value added in Shandong increased by 8.2% year-on-year, surpassing the national average, indicating robust industrial growth [4]. Group 4: Future Prospects - The ongoing advancements in 5G and related technologies are expected to foster new production capabilities and drive the digital transformation of industries in Shandong and Qingdao [16]. - The region aims to enhance its competitive edge in the digital economy by investing in 5G technology and fostering collaboration between government and enterprises [16].

Core Viewpoint - The report titled "2025-2031 China Instant Electric Water Heater Industry Market Dynamics Analysis and Development Strategy Assessment" provides an in-depth analysis of the future market trends and potential of the instant electric water heater industry in China, highlighting its growth opportunities and strategic directions for businesses [1]. Industry Overview - The instant electric water heater industry is defined as a sector utilizing electronic heating components for rapid water heating, catering to modern consumers' needs for convenience and efficiency [3]. - The report covers various aspects of the industry, including production, demand, import and export statistics, and key enterprises, structured into 12 chapters [1]. Market Dynamics - The retail sales of instant electric water heaters experienced a decline from 2019 to 2022 due to economic downturns and a shrinking real estate market, but began to recover in 2023, with retail sales reaching 1.18 billion yuan, a year-on-year increase of 1.29% [4]. - The industry is expected to benefit from the "dual carbon" goals and the implementation of old-for-new policies, which are anticipated to stimulate market demand [4]. Supply Chain Analysis - The upstream supply chain includes critical components such as electronic heating elements, control chips, and safety devices, which directly affect the efficiency and safety of the water heaters [7]. - The midstream involves manufacturing and assembly, where manufacturers select appropriate components based on market demand [7]. - The downstream encompasses sales channels, including both online and offline platforms, with after-sales services playing a crucial role in customer satisfaction [7]. Competitive Landscape - The market is characterized by intense competition, with comprehensive brands dominating online sales due to their resource advantages, while specialized brands lead in offline markets through technical expertise [10]. - Key players in the industry include Zhejiang Supor Co., Ltd., Four Seasons Muge Technology Group Co., Ltd., Guangdong Vanward New Electric Co., Ltd., Haier Group, and Aoteng Electric (Guangzhou) Co., Ltd. [10]. Future Outlook - The report forecasts the industry's development from 2025 to 2031, focusing on investment opportunities, market trends, and potential growth drivers [32]. - It emphasizes the importance of strategic planning for companies to navigate the evolving market landscape and capitalize on emerging opportunities [32].

Core Insights - The forum "Lighthouse Navigation, Digital Empowerment" focused on AI and digital transformation in manufacturing, with nearly 300 participants from education, industry, and media [1] - A strategic cooperation agreement was signed between Midea Group and Shenyang University of Technology, launching the "Shenyang-Midea Digital Lighthouse Academy" as a global model [1] Group 1 - The president of Shenyang University of Technology emphasized that there is no standard answer for digital transformation, and action is the best approach [3] - The university collaborates with leading domestic and international companies to establish 18 modern industry colleges and 24 practical teaching centers, targeting the needs of products, technologies, and talent [3] - The Digital Lighthouse Academy integrates Midea Group's decades of manufacturing and digital transformation experience, utilizing cutting-edge technologies like industrial big data and AIGC [3] Group 2 - The Digital Lighthouse Academy features a "three co-mechanism": co-building curriculum systems, co-training dual-teacher teams, and co-creating practical platforms for internships and employment opportunities [3] - Midea Group actively participates in developing talent training programs at Shenyang University of Technology, optimizing course settings based on industry trends and job requirements [5] - The initiative aims to cultivate innovative, digital, and composite talents, aligning educational outcomes with enterprise needs [5] Group 3 - Liaoning Province is focusing on "Digital Liaoning, Strong Manufacturing Province" to enhance traditional industries through digital technology [5] - Shenyang University of Technology prioritizes openness and innovation in its development strategy, positioning the Digital Lighthouse Academy as a hub for technological innovation and talent cultivation [5]

在全球贸易格局不断变化的情况下，我国外贸企业迎难而上，展现出令人振奋的发展韧性与活力。作为服务经济发展的重要力量，广州从化税务部 门始终以创新服务举措和精准落实政策为外贸企业"出海"保驾护航。 广州绿之源新材料科技有限公司是一家仅成立一年的外贸新锐企业，专注于为国内外客户提供各类包装材料及烫印工艺。 针对该公司对于出口退税流程不熟悉的问题，从化区税务部门迅速制定"新办出口企业成长护航方案"，为企业提供"一对一"专业辅导，详细讲解出口 退税政策、流程及风险防控要点，并启动"容缺办理"程序，帮助企业顺利申请首笔出口退税。 "从提交申请到退税款到账，仅用了3个工作日！"广州绿之源新材料科技有限公司财务总监李儒纲说，如此速度让他们真切感受到了税务服务的温度 与效率。 从化区税务部门相关负责人表示，税务部门将持续聚焦外贸企业发展需求，建立覆盖外贸全周期的政策服务体系，针对不同行业、不同规模的企业 特点，定制"政策服务包"，通过"线上+线下"融合式培训、"一户一策"精准式辅导等方式，确保各项税费优惠政策直达快享，助力企业轻装上阵、稳 健"出海"。 文｜记者 马灿 通讯员 李银兰 耿梦圆 图｜通讯员提供 走进广州万宝集团冰 ...

竞争激烈的中国家电&手机江湖，牌桌上的玩家们在坚守大本营之外，皆不约而同踏上了出海之路，而东亚的日本，成了它们"抢滩登陆"的第一站！ 这里不光有美的、海尔、海信、TCL等传统家电巨头，还有跨界科技巨头联想、小米和OPPO，它们究竟能从日本本土消费电子列强口中，抢到多少肉？ 出海外卷—破局最优解！ 作为离中国最近的东亚发达国家，日本一直以来都是中国科技&家电巨头们的兵家必争之地，早年间通过一系列收并购，中国多个家电巨头拿到了日本市 场的入场券； 而2019年日本《电器通信事业法》的修订，也为小米、OPPO、联想等中国手机&PC品牌提供了公平的竞争环境，坚定了它们加码投资的信心。 中国家电吃下日本半壁江山 5月14日，日经中文网报道，中国最大的智能手机企业小米在埼玉县的两个地方开设了日本首批实体店，中国第三大手机企业欧珀（OPPO）则推出了无 内置调谐器（电视信号接收器）的液晶智能电视。 释放的讯号不可谓不明显，一边是小米和OPPO这些已在日本运营多年的中国科技品牌进一步扩大业务版图，一边是像OPPO这种国内聚焦手机&IoT产品 的科技品牌也开始在日本市场开辟了新的黑电业务； 实际上，稍早前的3月下旬，东京电视台 ...

转自：中国质量报 推动企业质量管理迈上新台阶 浙江杭州余杭区推进企业首席质量官制度建设激活高质量发展引擎 余杭区深入推进首席质量官制度，为企业高质量发展营造良好的政策环境。该区将企业首席质量官制度 建设列为重点工作，借"质量月""企业质量日"等活动强化宣贯，让企业深刻认识到首席质量官是质量守 门人、把关者与领航员，在企业中播下首席质量官是企业质量第一责任人的种子。该区在660余家规上 工业企业全面推广建立企业首席质量官制度，着力打造质量教育与人才培养平台，将培养企业质量管理 人才作为推动高质量发展的关键战略，深入推进。同时，以制度保障首席质量官的质量管理地位，如将 聘用首席质量官作为申报政府质量奖的必备条件，以此评估企业卓越绩效管理的落实情况。余杭区还 将"杭州市优秀首席质量官"称号获得者纳入余杭E类人才，为制度推进注入强劲动力。 余杭区通过开展"美丽洲质量大学堂"系列活动，提升首席质量官的质量管理能力和水平。该区坚持常态 化培养质量人才，每年举办企业首席质量官专题培训班，并将其纳入"美丽洲质量大学堂"系列活动核心 内容。至今，已有669名企业质量管理人员通过考核获得企业首席质量官任职培训证书。与此同时，该 ...

成正仁的工厂正在加快对美出口产品生产。受访者供图 "美国客户已经全部要求发货了，订单量也实现了增长。" 5月14日，义乌市梦成玩具公司负责人成正仁向新京报贝壳财经记者透露，其中一款套装玩具的出货量增加到了18万套，"客户预判这款产品会畅销，所以加 大了采购量。" 此前两日，中美发布日内瓦经贸会谈联合声明，也让外界看到关税缓和的影子。面对关税变动，成正仁已经从容不迫。他坦言："和我之前说得一样，美国 人离不开中国制造。即便在关税最高的时期，我们的工厂也没有停工。而且早在半个月前，沃尔玛、塔吉特这些美国客户就已经要求我们恢复发货，并明确 表示关税由他们承担。" 5月14日12时01分（美东时间5月14日0时01分）起，中美相互调整后的关税正式实施。美国对中国商品加征24%的关税在初始的90天内暂停实施，同时保留 按该行政令的规定对这些商品加征剩余10%的关税。如今，一度停摆的订单，在客户的催促下早已"加急"发货，不过，忙碌之外，外贸企业也逐渐意识到走 到了转型的十字路口。 4月以来，国内一众以外贸为主的厂商生意出现拐点。为了解决"对等关税"造成的阶段性销售和库存压力等问题，一时间，越来越多的"出口品牌转内销"专 ...

牌之力 务人民生 中国华电助力绿色低碳发展 彰显社会责任 提升而 同大面积累列,作 图书。中国华电箱助舞公司目速启动 仪用 120分钟野体复正常优申 为特大型能源会业,中国华电演剧实具 5月14日，《人民日报》刊发珍酒李渡集团董事长吴向东署名文章《坚守传统工艺 提升产品品质》。文章认为，白酒行业作为周期性 行业，周期波动是常态，珍酒李渡将坚持"做难但正确的事"，不断提升产品品质与品牌价值，用有温度的体验赢得消费者信任，应对 未来市场挑战。 |特别报道 14 2025年5月14日 星期三 伊利集团构建全球创新和市场体系 加快数智转型 践行绿色发展 石排序 家会理治作伙伴、15个研 井免费提供优利留慧牧场大数据分析 资品销往60多个国家和机 半台,实时监测药生活动量,应舒量,随职情 在豪化 楼间新_加快数留化升级,酸行燥色发展 在中最生产管理端,以终端订单数据反应 中,伊利阿德松了一张重要全球资源体系,合理 创新体系,全球市场体系的青干网。 玻璃科技创新,实建关键技术 品布局优化,带动营销横式变革,提升清费 领战翼行动,些与全球母色发展 2024年底,伊利打造5家"零膜工L"",提出6篇 零碳产品",联合发布了1 ...