安永—博智隆首席经济学家Gregory Daco：企业仍在采用多种方式来减轻关税影响。 在美国经济中，预计关税将占整体CPI月涨幅的三分之一，更大的影响将在夏末显现。 随着时间推移，影响会增强。 ...

别担心 "没学过具体工具"，企业更看重你的底层能力： 总有人说 "纯数学太理论，做数据分析不如统计 / 计算机专业"？作为纯数本科 + 数据分析岗的 "跨界选手"，今天要为纯数学背景正名：你的逻辑思维和 建模能力，恰恰是数据分析的核心杀器～ ✅ 建模天赋：微分方程、概率论这些课没白学！面对复杂业务问题，你总能快速抽象出数学模型，这是很多半路出家的分析师比不了的 一、先划重点：纯数学的这些优势，企业抢着要！ 二、哪些数据分析岗位更偏爱纯数学背景？ 相对来说，基础数据清洗岗（比如电商平台的日常报表）对纯数背景要求不高，但这类岗位可替代性强，不如高端岗有前途～ 金融行业：量化分析师、风险建模师（用数学模型预测市场，纯数的随机过程、时间序列知识直接封神） 互联网大厂：算法工程师、数据科学家（起薪 20k-30k，需要从数据中提炼算法逻辑，你的抽象思维超加分） 咨询公司：高级数据分析师（给企业做战略分析，需要把业务问题转化为数学问题，纯数的 "翻译能力" 很关键） ✅ 学习速度：纯数学出身的人，学 Python/SQL 这些工具就像 "解应用题"，上手速度远超想象（身边同事亲测！） 很多大厂的数据分析岗 JD 里，会悄 ...

截至2025年7月11日收盘，华设集团（603018）报收于8.18元，较上周的8.08元上涨1.24%。本周，华设 集团7月9日盘中最高价报8.21元。7月10日盘中最低价报8.02元。华设集团当前最新总市值55.93亿元， 在工程咨询服务板块市值排名12/41，在两市A股市值排名2768/5149。 华设设计集团股份有限公司发布了关于"华设转债"2025年的付息公告。可转债付息债权登记日为2025年 7月18日；可转债除息日及兑息日为2025年7月21日。此次付息为"华设转债"第二年付息，计息期间为 2024年7月21日至2025年7月20日，本期债券票面利率为0.50%（含税），即每张面值人民币100.00元可 转债兑息金额为0.50元人民币（含税）。付息对象为截至2025年7月18日上海证券交易所收市后，在中 国证券登记结算有限责任公司上海分公司登记在册的全体"华设转债"持有人。根据相关税收法规，个人 （包括证券投资基金）债券持有者应缴纳债券利息个人所得税，税率20%，实际派发利息为人民币0.40 元（税后）。居民企业自行缴纳所得税，境外机构暂免征收企业所得税和增值税。 以上内容为证券之星据公开信息整 ...

Group 1 - The attractiveness of the US as an investment destination for UK executives has significantly declined, with only 2% considering it appealing, down from 59% at the end of 2024 [1] - UK market attractiveness has increased from -12% to 13%, now tied with India as the most attractive investment destination [1] - The decline in US investment appeal aligns with a sharp drop in foreign direct investment inflows expected in early 2025, linked to uncertainties from Trump's tariff policies [1] Group 2 - Business confidence among UK executives has improved slightly, with the optimism index rising from -14% to -11% [2] - The survey conducted by Deloitte included 66 CFOs and executives, representing 37 listed companies with a total market capitalization of £386 billion [2] - Despite the slight increase in confidence, the overall economic growth remains weak, posing challenges for the government [2]

Core Insights - Shanghai continues to be the most concentrated city for multinational company regional headquarters and foreign-funded R&D centers in mainland China [1][5] - The city remains a preferred destination for foreign investment, with significant projects in key industries such as biomedicine, smart manufacturing, and financial services [2][7] Investment and Economic Activity - On July 11, Shanghai awarded certificates to 30 newly recognized multinational company regional headquarters and 15 foreign-funded R&D centers, with a total investment of approximately $3.68 billion (about 263.9 billion RMB) [1] - In the first five months of this year, nearly 2,500 new foreign-funded enterprises were established in Shanghai, with actual foreign investment exceeding $7.6 billion [5] Industry Focus - The newly recognized headquarters and R&D centers primarily come from key development sectors, including biomedicine, smart manufacturing, and fashion consumer goods [2] - The investment projects also cover emerging fields such as digital economy and green low-carbon initiatives [2] Company Strategies - Scopely, a U.S. gaming giant, established its China headquarters in Shanghai, planning to introduce its leading products to the Chinese market by 2026-2027 [3][9] - Sonova, a Swiss hearing care solutions provider, upgraded its China headquarters to a "special zone," indicating a strategic focus on the Chinese market [2][8] Market Potential - The Chinese market is seen as having significant growth potential, particularly in sectors like healthcare and gaming, driven by a large population and increasing demand for innovative products [7][8] - Companies like Baxter Healthcare are increasing local production capabilities to reduce supply chain risks and meet the growing demand in China's healthcare market [7] Talent and Innovation - The gaming industry in China boasts a high density of talent, with approximately 4 million professionals in game development, enhancing the competitive edge of local studios [4] - Companies are leveraging local R&D capabilities and technological advancements, particularly in AI, to improve product quality and development efficiency [4][9]

7月11日，中共成都市委十四届七次全会召开。 她表示，将努力将特色文化融入空间设计、品牌塑造、场景打造等规划设计运营全生命周期，推动历史文化传承与城市建设发展实践有机融合，打造"蜀都 味、中国潮、国际范"的消费活力区，助力塑造"公园城市·幸福成都"文商旅体品牌。 "二是探索融合路径，推动实践落地。"曾九利说，文商旅体融合发展，需要强化策划、规划、建设、实施、运营等一体化的统筹考虑，以增强消费地标、消 费空间的活力。 她表示，集团将聚焦文商旅体融合发展需求，创新探索融合路径，以文化为魂、商业筑基、旅游引流、体育聚势，运用数字化、智能化等新技术、新手段， 在园区规划、地标建设、产业载体设计、公共空间打造等重点领域加强跨功能、跨业态设计创新，"将静态资源优势转化为动态生活体验，特别在重点片 区、特色园区等项目规划建设中，发挥多专业协同优势，开展'策-规-设-建-运'全生命周期集成服务，促进文化体验、消费场景、产业发展深度交织，助力成 都打造更多具有示范效应的融合发展样本。" 三是拓展国际视野，深化交流合作。"未来的成都，一定是更开放的，也会吸引更多人来此旅游、创业、工作、生活。我们将在对外交流合作中讲好成都公 园城 ...

Core Viewpoint - The article discusses the evolving role of Chinese enterprises in the global economy, emphasizing their transition from being low-cost manufacturers to becoming global corporate citizens, particularly in the context of the 16th New Champions Annual Meeting held in Tianjin. Group 1: Resilience and Confidence of Chinese Enterprises - Chinese enterprises are rebuilding confidence and direction despite complex international situations, with a significant portion of multinational companies' business still concentrated in China due to its unique advantages in supply chains and manufacturing capabilities [2][3]. - The current state of the Chinese economy is characterized as stable and moderate, with companies focusing on certainty and long-term strategies after experiencing multiple shocks [3]. Group 2: Globalization 3.0 Era - Chinese enterprises are transitioning from globalization 1.0, which relied on low-cost manufacturing, to 2.0, focusing on cross-border mergers and acquisitions to enhance competitiveness [6]. - The anticipated globalization 3.0 phase will require Chinese enterprises to establish sustainable global identities, build trust, and communicate effectively across cultures, moving from merely exporting products to sharing knowledge and innovation [6][7]. Group 3: Key Issues in Global Healthcare - Discussions at the forum highlighted three critical areas for global health systems: enhancing cross-border collaboration amidst supply chain vulnerabilities, leveraging AI for healthcare equity, and building resilient healthcare systems to address climate risks [8]. Group 4: Role in Global Energy Transition - Chinese enterprises are evolving from being equipment exporters to multi-dimensional players in the renewable energy sector, actively participating in global markets and forming partnerships to promote Chinese technology and best practices [9][10]. - The shift from merely selling products to building systems allows Chinese companies to gain more influence in the global energy transition [10]. Group 5: Rise of New Productive Forces - China has established a leading position in several high-potential industries, including electric vehicles, batteries, robotics, and generative AI, supported by a complete supply chain and ecosystem [11]. - Generative AI is becoming a core topic in corporate governance discussions, indicating its strategic importance for driving future productivity [11]. Group 6: Conclusion on Globalization Evolution - Chinese enterprises are at a pivotal point, transitioning from participants to co-builders in globalization, necessitating upgrades in organization, strategy, technology, and culture to achieve value reconstruction [12].

英国经济5月份意外收缩0.1%，连续第二个月出现下滑，表明今年早些时候的强劲增长势头已经消散。这一数据远低于经济学家预期的0.1%增 长，生产和建筑业下滑是拖累经济的主要因素。 英国国家统计局周五公布的数据显示，继4月份收缩0.3%后，5月份英国GDP的再度萎缩预示着第二季度经济将大幅放缓。如果6月产出下降0.4% 或更多，英国经济将在第二季度整体收缩，与第一季度0.7%的增长形成鲜明对比。 数据公布后，英镑兑美元下跌0.2%，跌至1.35美元。交易员对英国央行下月再次降息25个基点的押注基本不变，货币市场预期英国央行将在8月和 年底前分别降息一次。 财政大臣Rachel Reeves承认5月GDP数据"令人失望"，表示"决心启动经济增长"。工党政府正指望更强劲的增长来为其支出计划提供资金，但在福 利支付和养老金冬季燃料补贴政策出现转向后，财政状况进一步趋紧。 生产和建筑业拖累经济表现 英国国家统计局经济统计主管Liz McKeown表示，5月份的经济收缩主要由"生产和建筑业的显著下滑推动，仅部分被服务业增长所抵消"。 生产业的下滑集中在"石油天然气开采、汽车制造和经常波动的制药行业"。这一表现与第一季度形成 ...

Core Insights - BOVOR International Planning Consulting Group (BIA) is a renowned international planning consulting agency with over 30 years of experience in strategic consulting, development research, and project planning [1][3] - The company has a professional team specializing in the preparation of the 14th Five-Year Plan, offering comprehensive planning consulting services including preliminary research, planning outlines, reports, and mid-term evaluations [3][5] - BIA has established a multidisciplinary research team and has accumulated extensive experience in development planning consulting projects, making it one of the earliest think tanks focused on regional development in China [5][6] Company Overview - BOVOR has provided services to numerous cities across China, including over 10 sub-provincial cities, and has worked with well-known enterprises such as Shanghai Shansi Real Estate Group and Qingdao Huadong Group [6] - The company emphasizes harmonious development among people, nature, industry, and cities, exemplified by the Shandong Liaocheng Luxi Economic Development Zone, which aims to become a national green economic development demonstration zone [10] Strategic Focus - The Luxi Economic Development Zone has expanded its planning area from 17 square kilometers to 100.5 square kilometers to better drive county-level economic development [10] - The development zone focuses on sustainable industrial growth, prioritizing industries such as green food, green transportation, high-end agricultural equipment, and modern logistics [10]

Group 1 - The survey conducted by the market research company indicates that nearly 40% of Japanese respondents plan to stay at home during summer vacations due to record high temperatures and rising prices [1] - The proportion of respondents planning to spend their vacation at home reached 37.5%, an increase of 0.6 percentage points compared to a similar survey in 2024 [1] - Only 3.3% of respondents indicated plans for outdoor activities such as camping or barbecuing, a decrease of 1.4 percentage points from 2024 [1] Group 2 - The average budget for summer vacations among Japanese respondents is 57,284 yen (approximately 2,809 RMB), marking a 2.2% decrease from the previous year and the second consecutive year of decline [1] - Factors such as high temperatures, rising prices, and yen depreciation have affected 70.1% of respondents' summer plans [1] - The Japan Meteorological Agency reported that June was the hottest on record since 1898, with heat warnings issued for multiple regions [2]