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亚马逊CEO:AI应用将导致员工减少
财富FORTUNE· 2025-06-20 13:02
图片来源:Michael Nagle/Bloomberg via Getty Images 亚马逊(Amazon.com Inc.)CEO安迪·贾西表示,随着这家零售和云计算巨头利用AI技术处理更多任 务,他预计公司员工数量在未来几年将会减少。 在周二发给员工的一封邮件中,贾西阐述了他对这项新兴技术将如何改变工作场所的看法。他表示,生 成式AI和AI驱动的软件智能体"必将改变我们的工作方式"。 贾西写道:"未来,我们完成某些现有工作所需的人手将会减少,而其他类型工作需要的人手将会增 加。虽然很难确切预知长期最终的净效应如何,但在未来几年,随着我们在全公司范围内广泛应用AI 并从中获得效率提升,我们预计这将导致公司员工总数下降。" 自AI热潮兴起之初,行业内外的担忧之声就不绝于耳,人们担心AI可能会取代人类员工。随着科技公 司推出越来越先进、能够编写代码并代表用户处理在线任务的AI系统,这种担忧更是与日俱增。 Shopify Inc.已告知员工,申请新增岗位需要说明为何AI无法胜任该工作。多邻国(Duolingo Inc.)表示 将"逐步停止"使用承包商来完成AI能够处理的工作。而微软(Microsoft Co ...
国联股份: 立信会计师事务所(特殊普通合伙)关于北京国联视讯信息技术股份有限公司2024年年度报告的信息披露监管工作函之部分回复报告-信会师报字[2025]第ZG12620号
Zheng Quan Zhi Xing· 2025-06-20 12:13
Core Viewpoint - The report highlights the financial disclosures and responses from the company regarding its prepayments, accounts receivable, and fundraising projects, indicating significant growth in prepayments and accounts receivable, along with the ongoing development of fundraising projects. Group 1: Prepayments - The company's prepayment balance for the year is 7.693 billion yuan, representing a year-on-year increase of approximately 70% [1] - The company has recognized a bad debt loss of 44 million yuan for prepayments, which is a year-on-year increase of about 182% [1] - The top ten prepayment recipients include various suppliers, with some being new suppliers and others having a controlling relationship with the company [3] - All prepayments have been delivered without delays, and the corresponding goods have been sold [3] - The prepayment turnover rate for the year is 14 times, with a turnover period of 26.07 days, which is in line with industry averages [4] Group 2: Accounts Receivable - The company's accounts receivable balance is 1.410 billion yuan, showing a year-on-year increase of 51.03% [9] - The company has recognized a bad debt loss of 32 million yuan for accounts receivable, with a significant increase in the bad debt provision ratio [9] - The top ten accounts receivable recipients have been disclosed, with no significant undisclosed relationships found between customers and suppliers [10] - The company maintains a unified credit policy for accounts receivable, which has not changed significantly from previous years [12] - The increase in accounts receivable is attributed to more customers requesting extended payment terms due to cautious cash management in the current economic environment [12] Group 3: Fundraising Projects - Three fundraising projects from the company's 2020 non-public stock issuance are still under construction, with progress rates of 34.29%, 50.22%, and 68.88% [14] - The company has used raised funds for purposes not closely related to the fundraising projects, such as sodium-ion battery production line construction [14] - The company has provided details on the main uses and outcomes of the funds invested this year, including improvements in B2B operations and office efficiency [14]
国联股份: 关于2024年年度报告的信息披露监管工作函之部分回复的公告
Zheng Quan Zhi Xing· 2025-06-20 12:01
Core Viewpoint - The company, Beijing Guolian Vision Information Technology Co., Ltd., is responding to regulatory inquiries regarding its 2024 annual report, specifically addressing issues related to revenue recognition, internal controls, and prepaid accounts [1]. Revenue Recognition - The company's reported revenues for 2024 were 136.23 billion, 121.05 billion, and a decline of 16.21%, 10.23%, and 15.91% respectively for each quarter, attributed to a shift from gross to net revenue recognition for certain transactions [2]. - The company is currently verifying its revenue recognition methods in accordance with accounting standards and will provide further disclosures [2][3]. Internal Control - The company has previously corrected errors in revenue reporting for 2020 to 2022, and the auditor has issued standard opinions for the current year, indicating improvements in internal controls [3]. - The company is required to disclose its internal control requirements for revenue recognition and any changes compared to previous years [3][4]. Prepaid Accounts - The company's prepaid accounts balance reached 76.93 billion, a year-on-year increase of approximately 70%, with a significant rise in bad debt provisions for prepaid accounts [4][5]. - The company is expected to disclose details about its top ten prepaid account recipients, including transaction amounts and supplier relationships [5][6]. - The increase in prepaid accounts is attributed to the company's self-operated business model, which necessitates securing supply and stabilizing prices through advance payments [7][12]. Accounts Receivable - The company's accounts receivable balance was 14.10 billion, reflecting a 51.03% increase year-on-year, with a bad debt provision of 0.32 billion and a provision ratio of 3.25% [13]. - The company is required to disclose details about its top ten debtors, including transaction amounts and any potential relationships with suppliers [13][14].
报告:中国正以全方位多维度战略优势为跨国公司构筑投资热土
Xin Hua She· 2025-06-20 11:39
Core Insights - The report highlights China's strategic advantages in attracting multinational companies for investment, emphasizing a multi-dimensional approach to create a favorable investment environment [1][2] Group 1: Investment Environment - China is positioned as a "safe haven" and "growth pole" for global capital, with its unique attractiveness for multinational companies [1] - The report identifies seven key dimensions that enhance China's investment appeal: certainty, safety, openness, scale, convenience, growth, and profitability [1][2] Group 2: Foreign Investment Trends - Despite a decline in foreign investment due to international circumstances, China remains a leader among developing countries in attracting foreign capital [2] - In Q1 2025, the actual foreign investment in the e-commerce service industry doubled compared to the previous year, with significant growth in biopharmaceutical manufacturing (63.8%), aerospace manufacturing (42.5%), and medical equipment manufacturing (12.4%) [2] Group 3: Strategic Recommendations - Multinational companies are encouraged to adopt inclusive and sustainable development principles, focusing on China's seven advantages to formulate long-term investment strategies [2] - The report suggests accelerating industrial transitions, deepening innovation cooperation, and optimizing regional layouts to tap into China's market potential and link with global markets [2]
京东股东大会上,CEO称“今天用国补下了一单”
Di Yi Cai Jing· 2025-06-20 11:27
许冉表示,目前可以看到的数据是PLUS会员的外卖复购率是非会员的两倍。 第一财经记者了解,会上股东对外卖业务进展、国补以及公司股票的长期价值等问题进行了提问。 会上,对于股东提及的"外卖业务最新进展和运营目标,如何评估今年的投入以及未来的利润趋势"问题,许冉回应称,京东做外卖是公司即时零售战略一个 非常自然地延伸,京东零售把即时零售作为公司核心战略已有几年时间,食品外卖在即时零售中属于一个大的品类,对京东而言发展外卖业务是一个自然而 然的结果。 截至6月1日,京东外卖的日订单量已经突破2500万单,外卖业务的上线对京东APP的流量以及新用户的增长有非常明显的拉动作用。 她表示,刚刚过去的618,京东APP的DAU创历史新高,初步看到外卖用户和核心用户之间以及跨品类的购买有很强的协同效应。在提升用户黏性方面,许 冉表示外卖业务也带动了PLUS会员的增长,目前可以看到的数据是PLUS会员的外卖复购率是非会员的两倍。 业务数据上,许冉表示目前入驻的品质餐饮门店超过150万家,全职骑手规模已经突破12万人,预计在二季度末全职骑手将超过15万人。整体看,外卖业务 发展超出预期,京东希望将其作为一个长期可持续发展的业务, ...
广东5月经济:以旧换新政策持续显效,社零总额同比增超6%
Nan Fang Du Shi Bao· 2025-06-20 11:20
Economic Overview - Guangdong's economy is operating steadily with macro policies working in coordination as of May [2] - The industrial production shows stable growth with a 3.5% year-on-year increase in industrial added value from January to May, an improvement of 0.1 percentage points compared to the previous period [2] Industrial Performance - Significant growth in specific products: civil drones (113.0%), flat panel displays (102.3%), and servers (510.0%) in May [2][3] - The manufacturing sector grew by 4.0%, while mining decreased by 1.7% and electricity, heat, gas, and water supply fell by 0.2% [2] Service Sector Growth - The service sector's revenue reached 1.87 trillion yuan from January to April, with a year-on-year growth of 7.8%, an increase of 0.2 percentage points from the first quarter [4] - Key areas such as transportation, information technology services, and business services contributed significantly to this growth [4] Consumer Market Trends - Retail sales of consumer goods totaled 1.926757 trillion yuan from January to May, with a year-on-year increase of 3.7%, up by 0.7 percentage points from the previous period [5] - Notable growth in specific categories: home appliances (52.5%), cultural office supplies (47.1%), and furniture (67.7%) [5] Investment Insights - Fixed asset investment decreased by 8.9% from January to May, with infrastructure investment growing by 4.5% [6] - Industrial investment accounted for 37.2%, with automotive manufacturing and non-ferrous metal processing seeing increases of 18.4% and 11.3%, respectively [6] Price Index Analysis - The Consumer Price Index (CPI) fell by 0.4% year-on-year in May, with food prices down by 0.8% and non-food prices down by 0.3% [7] - The Producer Price Index (PPI) decreased by 1.8% year-on-year in May, with a cumulative decline of 1.3% from January to May [7]
国补”继续、投资加力、电商增长……多维度“数”读经济发展活力满格
Yang Shi Wang· 2025-06-20 10:31
进一步加大力度向民间资本推介优质项目 按照既定工作安排,国家发展改革委、财政部将在7月、10月分别下达第三季度和第四季度支持以旧换新的中央资金,各地也将持续做好配套 资金支持。相关部门将指导地方进一步优化完善补贴发放方式,确保政策实施更加平稳有序、资金均衡使用到年底。 央视网消息:记者6月20日从国家发展改革委了解到,目前,消费品以旧换新补贴资金使用进度符合预期,1380亿元中央资金将在第三、四季 度陆续下达。 国家发展改革委有关负责人介绍,目前,全国消费品以旧换新补贴资金使用大致占到全年规模50%左右,整体进度符合预期。 "国补"资金包括三个部分:一是中央下达的超长期特别国债资金,规模比2024年翻了一番;二是按照有关规定,地方在中央下达资金基础上按 比例配套,按照总体9:1的原则实行央地共担;三是一些地方还将结合当地工作进度和实施情况,在中央下达以及按比例配套资金以外,再额 外安排地方资金。 记者6月20日从商务部了解到,1—5月,我国电子商务提品质扩内需,有力释放消费潜力,实现稳步增长。 其中,消费电商提品质扩内需。培育品质电商、助力外贸拓内销等行动深入推进,"政策+假期+活动"释放消费潜力。1—5月, ...
为“好东西”买单,八成受访者认为618京东综合体验最好
Nan Fang Du Shi Bao· 2025-06-20 09:55
Group 1 - The core viewpoint of the articles highlights the evolving consumer behavior during the 618 shopping festival, with a significant shift towards valuing quality products over low prices, as evidenced by 58.5% of respondents willing to pay for "good things" [1][15][21] - The 618 shopping festival saw a notable increase in consumer participation, with over 90% of consumers engaging in the event, and a strong preference for health-conscious and AI-integrated products [8][21][23] - The report indicates that platforms like JD.com and Tmall have simplified their promotional strategies, enhancing the shopping experience and stimulating consumer enthusiasm [2][3][26] Group 2 - JD.com maintained a leading position in the electronics category, with over 50% market share in 3C digital products and a year-on-year growth rate of 45% [3][34] - The consumer trend towards health and wellness products was evident, with 30.5% of respondents focusing on health when purchasing food and beverages during the festival [21][23] - The integration of national subsidies with the 618 promotions has encouraged consumers to upgrade their electronics, with 41.2% of respondents taking advantage of these offers [34] Group 3 - The shopping experience during the 618 festival was rated highly, with 83.2% of respondents indicating that JD.com provided a better overall shopping experience compared to other platforms [26][28] - Consumers expressed a desire for immediate access to new products, with many opting for instant delivery options during the festival [19][33] - The popularity of domestic brands surged, with 28.7% of respondents showing increased interest in purchasing domestic products, reflecting a shift in consumer preferences [23][24]
狮头股份: 关于为控股子公司提供抵押担保的公告
Zheng Quan Zhi Xing· 2025-06-20 09:43
证券代码:600539 证券简称:狮头股份 公告编号:临 2025-038 狮头科技发展股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示: 公司拟为杭州创化与福建片仔癀化妆品股份有限公司("片仔癀")签订的 2025 年度片仔癀化妆品经销合同书所约定的账期以自有房产提供抵押担保,担保最高额 度为 800 万元。抵押物为公司名下位于山西省太原市滨河西路 51 号 3 幢 1-2 层 0201 号非住宅房地产(不动产权证号为:晋(2024)太原市不动产权第 0010929 号), 截至评估基准日 2024 年 12 月 31 日,上述房产市场价值经市场法评估,评估价值 (二)担保事项履行的内部决策程序 公司于 2025 年 6 月 17 日召开第九届董事会第二十一次会议,审议通过了《关 于为控股子公司提供抵押担保的议案》,同意公司为杭州创化与片仔癀签订的 2025 年度片仔癀化妆品经销合同书所约定的账期以自有房产提供抵押担保,担保最高额 度为 800 万元。 二、被担保人基本情况 公司名称:杭州创化 ...
商务部:2025年1-5月全国吸收外资3581.9亿元人民币
news flash· 2025-06-20 09:17
Core Insights - The Ministry of Commerce announced that from January to May 2025, a total of 24,018 new foreign-invested enterprises were established in China, representing a year-on-year increase of 10.4% [1] - However, the actual utilized foreign capital amounted to 358.19 billion RMB, showing a year-on-year decrease of 13.2% [1] Industry Analysis - In terms of industry, the actual utilized foreign capital in the manufacturing sector was 91.52 billion RMB, while the service sector saw 259.64 billion RMB [1] - High-tech industries attracted 109.04 billion RMB in actual foreign investment, with significant growth in specific sectors: e-commerce services increased by 146%, aerospace equipment manufacturing by 74.9%, chemical pharmaceuticals by 59.2%, and medical instruments and devices by 20% [1] Source Region Insights - From the perspective of source regions, foreign investment from ASEAN countries grew by 20.5% [1] - Investments from Japan, the UK, South Korea, and Germany increased by 70.2%, 60.9%, 10.3%, and 7.1% respectively [1]