要闻提示 NEWS REMIND 1. 京东宣布进军酒旅行业，刘强东否认进入网约车行业传闻 2.《安家》演员吐槽小红书审核机制：越来越离谱，长期平台会变成一座空城 5 . 前百度滴滴算法大牛李先刚加入阿里，担任语音实验室负责人 6.美团CEO王兴再次减持理想汽车，四天套现6亿港元 7.OpenAI扩大美军方业务，拿下国防部14亿AI大单 8.特斯拉自动驾驶又出事：竟开上了火车道被撞 今日头条 HEADLINE NEWS 京东宣布进军酒旅行业，刘强东否认进入网约车行业传闻 6月17日，京东集团董事局主席刘强东当日在一场分享会中表示，京东将会进入酒旅行业，"明天宣布"。 他透露，为发展外卖和餐饮业务，京东新成立了新通路部门。当被问及是否进入网约车行业时，刘强东以 反问表达了自己的态度"谁说我要进入网约车了？"今年以来，京东积极拓展多元化业务布局，高调进军外 卖业务获得全网关注，因此也有部分人愿意相信京东会进入网约车市场。 近期，京东 App 首页上线了"特惠机酒"通道，并向新客发放多个券包。上周还有消息称，京东以 3 倍薪 资从飞猪、同程、携程等平台"挖人"，剑指目前头部 OTA（在线旅游平台）的业务骨干。刘强东 ...

Core Points - The article discusses the implementation of a "Free Exhibition and Sales" program in Meizhou City, aimed at promoting local industries and enhancing economic development [1][3] - The program focuses on key sectors such as electronic information, automotive parts, smart home appliances, and modern agriculture, creating a comprehensive platform for innovation and entrepreneurship [1][3] Summary by Sections Program Objectives - The "Free Exhibition and Sales" program aims to integrate resources across the city and support local businesses and entrepreneurs by providing free exhibition spaces [1] - The initiative is designed to facilitate product display, project matching, and policy promotion, thereby enhancing the local economy [1][3] Support Measures - Local exhibition space will be provided for various events, with each county required to offer at least three venues of over 1,000 square meters [2] - A minimum of 20 free standard exhibition booths will be available for each event, prioritizing local entrepreneurs and businesses [1][2] Cross-Regional Support - The program includes the establishment of permanent exhibition areas in key locations within the Guangdong-Hong Kong-Macao Greater Bay Area, offering free exhibition spaces for local enterprises [2] - Each county is tasked with organizing at least one large-scale exhibition annually in major cities or overseas, providing free booths to eligible participants [2] Policy Duration - The support measures are effective from January 1, 2025, to December 31, 2027, allowing eligible teams and businesses to apply for the "Free Exhibition and Sales" services during this period [1][3]

在2025年仁川-威海B2B采购洽谈会上,采购商和企业在洽谈商贸对接事宜。 给各个机构打电话,忙到深夜,"在异国他乡,虽然辛苦,但每次活动现场威海的城市宣传片响起的那一刻,我 的自豪感油然而生。" 仁川馆每年都组织企业参加中国主要城市国际博览会。 2025年是中韩自贸协定签署十周年。作为黄海两岸的重要节点城市,中国威海与韩国仁川依托地缘相 近、人文相亲的独特优势,以建设"中韩自贸区地方经济合作示范区"为目标,创新打造了"双城双馆"合作 架构,威海在仁川设立"仁川.威海馆",仁川在威海设立"威海.仁川馆"。 十年来,双城双馆双向奔赴的"别样"牵手,让中韩地方城市的更多人、更多事都牵起手来,也让中韩地方城 市交流合作有了新标杆,为深化两国经贸往来与人文交流提供了鲜活的样本。 李孟霏王震潘佳蓬 威海报道 载体创新 双馆联动 构建双向赋能平台 从25岁大学毕业到在成都定居前,王晓天是"双城双馆"的有力见证者和经历者。 "2015年,位于仁川的威海馆刚成立时,我作为威海市韩国商品经销协会负责人入驻到威海馆。"王晓天说, 刚成立的威海馆工作量很大,她不仅要写策划方案,还要举办推介会,由于人手比较紧张,她常常自己一个人 2 ...

6月6日，石头科技宣布将赴港上市。 石头科技的主营业务是智能扫地机器人，在这个品类盛行的那段日子，石头科技在中国市场和海外市场 都曾拿下过第二名的好成绩，并顺利在2020年登陆科创板，因为股价一飞冲天，还收获了"扫地茅"（扫 地机器人界的茅台(600519)）的美誉。 国内扫地机器人市场风云变幻，蓝海变红，行业收缩，也就是三四年光景。如今，懒人家居三件套之一 的扫地机器人，彻底失了"中产们"的欢心，他们在网上大倒苦水，吐槽"祖宗"、"鸡肋"的声音不断，不 少人低价挂在了二手交易平台上，坚决断舍离。 当中产都不愿做冤大头，冷静触底直接传导到品牌的终端销售上。今年一季度，尽管石头科技营业收入 同比增长了86.22%，净利润却同比下降了32.92%。 创始人昌敬则将主要心思放在了他的造车项目——极石汽车上，自2023年起，他先后两次减持石头科技 股票，累计套现8.88亿元。让石头科技的智能故事，变得难言性感。 中产，不伺候了 在厂商6·18销售季铺天盖地的广告营销下，打工人许芸（化名）咬咬牙买下了一台价格逼近5000元的智 能扫地机器人，为的就是在拖着疲惫身体到家的那一刻：自己躺在沙发上追剧，脚边有扫地机在卖力地 ...

目前，从市场地位来看，IDC数据显示，2024年石头科技智能扫地机器人全球量额双第一，全年全球销 量市场份额16%，销额市场份额达22.3%，出货量同比增长20.7%。截至目前，公司产品遍布全球170多 个国家和地区，已有超过2000万家庭使用石头扫地机器人。 6月6日晚，石头科技发布公告称，公司拟于境外发行股份（H股）并在香港联交所主板上市。按照计 划，本次募集资金在扣除发行费用后，主要用于国际化业务拓展、产品研发拓展及产品组合扩充、运营 资金补充及公司一般业务用途等。 据了解，石头科技成立于2014年，早期为小米代工。2016年9月，公司将激光雷达导航技术大规模商业 化应用于扫地机器人，推出了第一款产品"米家扫地机器人"，并通过小米生态链定制模式进行销售。 随着销售规模扩大，2017年开始，石头科技开始了由代工商转型为自有品牌销售之路，旗下拥有石头和 小瓦两个品牌。 2020年2月，石头科技登陆科创板，首发价格271.12元，募集资金45.18亿元，用于新一代扫地机器人项 目、商用清洁机器人产品开发项目、石头智连数据平台开发项目等。 中金分析师认为，企业选择港股上市，有出于公司扩展海外业务、提升海外投资者 ...

一场场出海沙龙陆续举办、商超货架摆满了外贸好物、影响力和规模均居全球前列的产业展会陆续举 办……当全球供应链重构的浪潮席卷而来，广东以"外贸第一大省"和科技产业互促双强的担当稳住国内 经济基本盘。 从"五外联动"战略激活外贸韧性，到"科技+产业"融合重塑制造格局，广东正以"强省"之姿，通过制度 型开放和产业链升级夯实发展根基，跑出高质量发展的加速度。 番禺珠宝产业位居全国乃至东南亚地区珠宝加工制造的领军地位，有400多家珠宝企业、1600多家加工 厂，每年进出口规模超400亿元，全球市场份额高达30%，市场前景广阔。 "希望企业能够充分把握跨境电商带来的发展机遇，充分利用'跨境电商+产业带'活动和省、市、区出台 的各类扶持政策，推动数字化、品牌化和国际化发展，不断提升国际竞争力"，会上，广州市商务局对 外贸易管理处处长刘青为珠宝企业带来了跨境电商仓租补贴、跨境电商"品牌出海"企业奖励、跨境电 商"鲲鹏"产业园区（集聚区）奖励等最新跨境电商扶持政策，助力企业降本增效，推动传统珠宝企业转 型升级和跨境出海。 打造外贸"压舱石"："五外联动"实现从"量"到"质"的突破 即便面对复杂多变的国际经贸环境，广东始终以"外 ...

6月6日，石头科技(688169.SH)发布公告显示，公司拟于香港联合交易所有限公司主板发行及上市。 石头科技此次募资主要用于国际化业务拓展，产品研发拓展及产品组合扩充，运营资金补充及公司一般 业务用途等。 分析人士认为，石头科技赴港上市或基于两方面考虑，一是当前港股市场是一个很不错的市场，最近表 现都很好。二是公司海外业务占比较大，拥有较好的海外用户及投资者基础。 年报显示，2024年石头科技境内主营业务收入达55.31亿元，较上年同期增长25.39%；境外达63.88亿 元，同比增长51.06%。石头科技海外市场主营业务收入超过国内市场。 因精益化的"走出去"战略，石头科技成功打造海外增长新引擎。不仅在出货量上首次登顶，更在销额上 实现了稳健蝉联。 IDC数据显示，2024年石头科技智能扫地机器人全球量额双第一，全年全球销量市场份额16%，销额市 场份额达22.3%，出货量同比增长20.7%。在北欧、土耳其、德国、法国、韩国等市场，优势更为明 显，连续多季度量额双第一。 分析人士表示，港股市场国际化程度较高，资金相对自由，适宜对接全球资本，和石头科技这种海外业 务占比大的企业契合度较高。 从2024年开始 ...

Core Viewpoint - Guangdong is leveraging its position as China's largest foreign trade province and its technological strength to stabilize the domestic economy amidst global supply chain restructuring, focusing on high-quality development through strategic initiatives and industrial upgrades [1][6]. Group 1: Foreign Trade Resilience - Guangdong's foreign trade grew by 4.9% year-on-year in the first four months of 2025, outperforming the national average by 2.9 percentage points [1]. - The province's import and export growth rebounded monthly, with January seeing a decline of 3.7%, followed by increases of 3.1% and 14% in February and March, respectively [1]. - Guangdong contributed 65.2% of the national growth in foreign trade during the first quarter, achieving record highs in import and export volumes [1]. Group 2: Strategic Initiatives - The "Five External Linkages" strategy has been implemented to enhance foreign trade resilience through dual efforts in foreign trade and investment, as well as collaboration in outsourcing and foreign economic activities [1]. - Guangdong organized 119 trade delegations and engaged over 2,300 enterprises to explore new market opportunities in regions such as the Belt and Road Initiative countries and RCEP member states [2]. - The "Cross-border E-commerce Hundred County Tour" initiative connected over a thousand county-level enterprises with e-commerce platforms, injecting digital momentum into the local economy [2]. Group 3: Quality Improvement in Foreign Trade - The recent IEAE Vietnam International Consumer Electronics and Home Appliances Exhibition attracted 271 Guangdong enterprises, showcasing the province's commitment to quality improvement in foreign trade [3]. - Legal consultation services were provided at the exhibition to support enterprises in navigating international market rules, indicating a shift from merely exporting products to ensuring compliance and support [3]. - Policies introduced at the "Yiqi Xing" cross-border e-commerce policy briefing aimed to assist traditional jewelry enterprises in their transition to cross-border e-commerce [3]. Group 4: Technological Empowerment - Guangdong's high-quality development is driven by the deep integration of technology and industry, with initiatives like the first nationwide all-space, all-factor unmanned system demonstration in Nansha [4]. - AI-driven companies like Guangzhou Taidong Technology are pioneering the application of generative AI in cross-border e-commerce, significantly reducing production costs and time for advertising materials [4]. - The robotics sector in Guangdong is experiencing explosive growth, with companies reporting a 200% increase in order volume in the first quarter of 2025 compared to the previous year [5]. Group 5: Institutional and Industrial Upgrades - Guangdong is enhancing its role in the national economy through institutional openness and industrial upgrades, establishing trade promotion and supply chain cooperation mechanisms with ASEAN [5]. - The province plans to create a "Yue Chain ASEAN" brand to boost international trade and investment, along with establishing trade and investment service centers in several ASEAN countries [5]. - The ongoing initiatives are expected to elevate Guangdong's position in the global value chain, contributing significantly to the province's economic strength [6].

（YoY+8.9%），毛利率12.4%（YoY -2.4pct），公司智能手机出货量同比增长3.0%至4180 万部，平均 单价同比增长5.8%至1211 元。 1Q25 公司IoT 业务营收323 亿元（YoY +59%），毛利率同比提升5.4pct 至25.2%，收入毛利再创历史新 高，其中，智能大家电收入同比增长114%，空调、冰箱、洗衣机产品出货量分别同比增长65%、65%、 100%，公司平板出货量同比增长56%，全球出货量首次排名前三。1Q25 公司互联网服务业务营收91 亿 元（YoY+13%），毛利率同比提升2.7pct 至76.9%。 机构：国信证券 研究员：胡剑/张伦可/唐旭霞 1Q25 公司营收利润创历史新高，毛利率同比提升。1Q25 公司总营收1113 亿元（YoY +47%），经调整 净利润107 亿元（YoY +65%），毛利率22.8%（YoY+0.5pct），创单季度历史新高。1Q25 公司总营收 及净利润继续高速增长，均创单季度历史新高。分业务看，1Q25 智能手机、IoT 与生活消费产品、互 联网服务、智能电动汽车及AI 等创新业务营收占比分别为46%/29%/8%/17% ...

Core Insights - Xiaomi Group achieved record high revenue and adjusted net profit in Q1 2025, with revenue reaching 111.3 billion yuan, a year-on-year increase of 47%, and adjusted profit of 10.7 billion yuan, a year-on-year increase of 65% [1] Group 1: Financial Performance - Revenue for Q1 2025 was 111.3 billion yuan, marking a 47% year-on-year growth and exceeding 100 billion yuan for two consecutive quarters [1] - Adjusted net profit reached 10.7 billion yuan, surpassing Bloomberg's expectation of 9.1 billion yuan [1] - The performance exceeded expectations primarily due to high growth in IoT business and improved gross margins, particularly in electric vehicles [1] Group 2: Mobile Phone Segment - In Q1, smartphone shipments in China grew by 40%, with revenue from smartphones at 50.6 billion yuan, a year-on-year increase of 9% [2] - The average selling price (ASP) of smartphones reached a historical high of 1,211 yuan, up 6% year-on-year [2] - Xiaomi's global smartphone shipments totaled 41.8 million units, a 2.6% year-on-year increase, maintaining a market share of 14.1% [2] - The company adjusted its strategy to focus more on product structure rather than sheer volume, with a target of 180 million units by 2025 [2] Group 3: IoT Business - IoT revenue reached 32.3 billion yuan, exceeding expectations of 29.4 billion yuan, with a year-on-year growth of 59% [3] - Gross margin for IoT was 25.2%, significantly higher than the expected 21.3%, with a quarter-on-quarter increase of 4.7 percentage points [3] - Major appliances showed exceptional performance, with smart home appliances revenue up 114% year-on-year [3] Group 4: Electric Vehicles and AI - Revenue from the smart electric vehicle segment was 18.6 billion yuan, with deliveries of 76,900 units, and operating losses reduced to 500 million yuan [4] - The gross margin for this segment improved to 23.2% [4] - The company plans to invest significantly in R&D, with a target of 30 billion yuan for 2025, of which 25% will be allocated to AI [1][4] Group 5: Advertising and Services - Service revenue reached 9.1 billion yuan, a year-on-year increase of 13%, with a gross margin of 76.9% [3] - Advertising revenue was 6.6 billion yuan, up 20% year-on-year, contributing to the overall service revenue growth [3]