"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 ...

Core Insights - Amazon China is launching a major summer shopping event called "Sea Discount Festival" from July 8 to 12, featuring over 30,000 international brands and more than 2 million overseas products [1][3] - The event aims to create a unique summer promotion symbol for Chinese consumers, enhancing their shopping experience and loyalty [1][3] Product Selection and Pricing - "Sea Discount Festival" focuses on summer needs of Chinese consumers, offering a carefully curated selection of products, including tech innovations and trendy items [3] - The pricing strategy combines overseas discounts with local exclusive offers, providing a transparent and simplified shopping experience [3] Logistics and Consumer Experience - Amazon has improved logistics efficiency with a "2-day delivery" from Ningbo bonded warehouse and 16-hour customs clearance via SF International, enhancing the shopping experience [5] - The "import supermarket" feature during the festival allows consumers to purchase high-quality imported goods at more affordable prices, targeting essential household needs [5] Technological Advancements - Amazon utilizes big data and AI for real-time trend analysis and product matching, significantly improving logistics efficiency through enhanced global infrastructure and local partnerships [6] - The company is expanding its presence in lower-tier cities, with a notable increase in the consumer base and spending power in the maternal and infant product categories [6] Strategic Market Positioning - The "Sea Discount Festival" marks Amazon's transition from a cross-border e-commerce platform to a global lifestyle operator, aiming to integrate overseas products into daily life for Chinese consumers [6]

Core Insights - The event in Guangzhou focused on exploring opportunities and challenges for technology companies expanding into Mexico, aiming to provide a platform for understanding the market and sharing experiences [1][3][9] Group 1: Event Overview - The "Technology Going Global" event attracted over 120 representatives from technology-related industries in Guangzhou to discuss strategies for entering the Mexican market [1] - The event was co-hosted by the Guangzhou International Trade Promotion Committee and the Guangzhou Science and Technology Enterprises Association, with support from various organizations [1] Group 2: Market Opportunities - Mexico is becoming a key entry point for Chinese companies into the North American market, with foreign direct investment projected to reach $36.8 billion in 2024, marking a historical high [3] - Key investment sectors in Mexico include technology manufacturing, clean energy, cross-border e-commerce, automotive parts, and medical devices [3] Group 3: Expert Insights - Victor Cadeno from the China-Mexico Chamber of Commerce highlighted Mexico's strong demand for infrastructure, technology innovation, and manufacturing, along with government incentives for foreign investment [5] - The event featured practical advice from industry leaders on navigating the Mexican market, including understanding local laws and building localized teams [5][6] Group 4: Discussion and Solutions - A roundtable discussion addressed critical topics such as legal risk mitigation, cost reduction, and establishing brand trust in Mexico [8] - The event concluded with personalized consultations for companies to address specific challenges they face in entering the Mexican market [8][9]

Group 1 - The core viewpoint emphasizes the need for effective promotion of agricultural technology innovation and accelerated development and application of advanced medical devices [1][2] - The focus is on enhancing agricultural productivity through technology, particularly in key areas such as seed industry, agricultural machinery, feed, and cultivation techniques [1] - There is a strong emphasis on the integration and promotion of agricultural technology achievements to improve service for farmers and enhance agricultural efficiency [1] Group 2 - The government aims to increase policy support and optimize the innovation ecosystem for medical device research and development [2] - Encouragement for enterprises, hospitals, and research institutions to focus on cutting-edge technologies and critical "bottleneck" technologies in pharmaceuticals and medical devices [2] - The goal is to establish a unified national market for pharmaceuticals and medical devices, supporting companies in international competition and expanding the development space for the medical industry [2]

Core Viewpoint - The development of Taihu New City is accelerating, with a focus on high-quality growth and the vision of becoming a "world-class innovative lake area" through systematic thinking and collaborative efforts among local leaders [1][2][3] Group 1: Meetings and Initiatives - Three significant meetings were held to unify thoughts and enhance consensus among party members and cadres, emphasizing the construction of a better and higher-quality Taihu New City [1][2] - The "People-Centered Development Conference" aimed to anchor the core value of "people's happiness," ensuring that enterprise operations and community well-being are prioritized [2][3] - The "Entity Economy Development Conference" focused on summarizing achievements in investment attraction and economic construction, while planning for industrial upgrades and optimizing the business environment [2][3] - The "Urban Quality Improvement Conference" called for enhancing living, industrial, cultural, and ecological quality to better serve the community and support economic development [2][3] Group 2: Economic Performance - Taihu New City contributes over one-third of Wujiang's service economy, with 10 key economic indicators showing positive growth in the first five months of the year, including eight indicators achieving double-digit growth [6] - The region is characterized by a strong industrial ecosystem, with companies like Wujiang Transformer Co., Ltd. leading in the power equipment manufacturing sector, showcasing the area's economic resilience and potential [5][6] Group 3: Development Challenges and Strategies - Despite strong growth, Taihu New City faces challenges such as resource allocation, competition in the Yangtze River Delta, and the need for balanced public service resources [6] - The city aims to avoid homogenized development by focusing on modernizing new areas, revitalizing old towns, empowering towns, and enhancing rural areas [8] - The leadership emphasizes the importance of urgency and action, encouraging a proactive approach to seize strategic opportunities for long-term development [9]

Core Insights - The conference highlighted the increasing trend of Chinese companies expanding overseas, with significant opportunities and challenges arising from global supply chain restructuring and geopolitical tensions [2][4] - Experts discussed the importance of brand building and business growth in emerging markets, emphasizing the need for localized strategies and understanding consumer behavior [2][8] Group 1: Emerging Market Opportunities - Emerging markets such as Southeast Asia, the Middle East, and Latin America are seen as key growth areas for Chinese brands, with specific countries like Vietnam, Indonesia, and India showing promising growth rates [8][10] - The panelists noted that consumer purchasing habits in these regions are evolving, necessitating a deeper understanding of local market dynamics and preferences [12][18] - The logistics and supply chain landscape in emerging markets presents both opportunities and challenges, with a focus on local partnerships and infrastructure development [11][23] Group 2: Localization Strategies - Successful market entry requires a deep understanding of local consumer needs and preferences, with a strong emphasis on localized marketing and product adaptation [25][49] - Companies are encouraged to build local teams and operations to enhance brand recognition and trust among consumers [20][26] - The importance of a long-term strategic plan for brand development in new markets was emphasized, with a focus on sustainable growth and local engagement [30][49] Group 3: Challenges and Competitive Landscape - The ongoing U.S.-China trade tensions have raised barriers to entry in certain markets, but they also present opportunities for brands to differentiate themselves through quality and innovation [31][38] - The competitive landscape in the U.S. remains robust, with high consumer demand, but brands must adapt to changing market conditions and consumer expectations [42][44] - The need for compliance with local regulations and understanding the competitive dynamics in target markets is critical for success [43][44] Group 4: Best Practices for Brand Expansion - Companies are advised to conduct thorough market research to identify target demographics and tailor their offerings accordingly [48] - Building a strong online presence through independent platforms is essential for maintaining brand identity and customer relationships [51] - The panelists highlighted the importance of avoiding price wars and focusing on value creation to establish a strong market position [53]

Core Insights - Amazon is launching its first annual summer shopping festival "Hai Zhe Jie" from July 8 to 12, aimed at providing Chinese consumers with a mid-year promotional opportunity [1][4] - The event will feature over 30,000 international brands and more than 2 million overseas products, with a focus on creating a unique summer shopping experience for consumers [1][4] Group 1: Event Overview - "Hai Zhe Jie" is designed to cater to the summer needs of Chinese consumers, differentiating itself from other promotional events like Black Friday [4] - The festival will include a mix of popular international brands and trending products, such as Oura Ring and skincare brands like CeraVe, appealing to younger consumers [4][6] Group 2: Pricing and Logistics - The pricing strategy involves overseas direct discounts combined with local exclusive offers, ensuring price transparency for consumers [4][6] - Logistics improvements include a "2-day delivery" service from Ningbo bonded warehouse and 16-hour customs clearance with SF Express, enhancing delivery speed to match domestic e-commerce [6][8] Group 3: Market Positioning and Consumer Trends - Amazon is focusing on niche markets by offering unique brands and products that are still relatively unknown in China, thus establishing a differentiated advantage [6][9] - The introduction of the "import supermarket" channel aims to cater to everyday consumer needs, featuring 700 brands and 2,000 products priced as low as 9.9 yuan [6][9] Group 4: Technology and Consumer Engagement - Amazon is enhancing its live streaming capabilities to align with Chinese consumer habits, leveraging platforms like WeChat for better engagement [7][8] - The company is utilizing big data and AI to track social media trends, allowing for rapid product matching with consumer preferences [8][9] Group 5: Future Outlook - Amazon is shifting its focus towards long-term growth, emphasizing the importance of understanding consumer emotional needs and preferences [9][10] - The company aims to deepen its penetration in vertical markets, particularly in areas like pet care and emotional wellness products, to drive future growth [9][10]

Group 1 - The core viewpoint of the articles highlights the significant increase in overseas listings by Fujian enterprises, with a total of 7 new companies listed abroad this year, ranking 4th in the number of new listings on the Hong Kong Stock Exchange [1][3] - Yiwate Robot, a company specializing in automation equipment, emphasizes the strategic importance of its NASDAQ listing for attracting international capital and enhancing global influence [1][2] - The trend of Fujian companies going public abroad is supported by the province's strong overseas networks and favorable policies aimed at facilitating international market entry [3][4] Group 2 - Companies like Jihong Co. and Anjiu Food have successfully utilized their listings to enhance their international presence, with Jihong Co. achieving over 60% of its revenue from overseas markets [2][3] - The articles indicate that the majority of Fujian enterprises listed abroad are in consumer sectors, aligning with investor preferences for stable cash flow businesses [4] - The Fujian government has implemented various supportive policies to encourage companies to list overseas, including measures to streamline the listing process for technology firms [5][6]

Summary of Key Points Core Viewpoint The company, Saiwei Times Technology Co., Ltd., is adjusting its fundraising project investment amounts, internal structure, and the use of excess funds to enhance the efficiency of fund utilization and align with its strategic goals [2][24]. Group 1: Fundraising Overview - The company raised a net amount of approximately 723.1 million yuan from its initial public offering, with all funds received by July 7, 2023 [2][5]. - As of May 31, 2025, the total unused fundraising amount is approximately 289.8 million yuan, which includes idle funds and financial products [5][18]. Group 2: Project Investment Adjustments - The company plans to adjust the investment amounts and internal structure of its fundraising projects, reallocating a total of 70 million yuan to "Brand Building and Channel Promotion" and "Logistics and Warehousing Upgrade" projects [6][10]. - The total investment for the "Brand Building and Channel Promotion" project will increase from approximately 87.7 million yuan to 228.3 million yuan [12][17]. Group 3: Implementation and Strategic Rationale - The adjustments are aimed at enhancing brand awareness and customer loyalty through diversified marketing channels, including online advertising and social media collaborations [11][17]. - The company emphasizes the necessity of these adjustments to maintain competitiveness in the fashion industry and to support its long-term growth strategy [18][24]. Group 4: Changes in Project Implementation Entities - The company is adding new implementation entities for its projects, including subsidiaries in Hong Kong and Shenzhen, to better integrate resources and expand its market reach [20][23]. - The adjustments will not change the total investment amount for the projects and are designed to optimize resource allocation [19][24]. Group 5: Regulatory Compliance and Oversight - The adjustments have been approved by the company's board and supervisory committee, ensuring compliance with relevant regulations and protecting shareholder interests [22][24]. - The company will open dedicated fundraising accounts for the new project entities and will implement strict oversight measures to ensure proper fund management [21][24].