如图所示，有你所在的公司吗？又比较看好谁的发展？欢迎留言区讨论... 早安，艾瑞巴蒂（手动问好），一起来看今天的早报： 【黑马高调早报】第2973期 更多创业内容请访问www.iheima.com Fast Reading 1、刘强东1元年薪到期 2、罗永浩再回应债务问题 今日头条 我国银行业总资产近470万亿元，位居世界第一 中国人民银行行长潘功胜9月22日在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上介绍，"十四五"期间，我国金融事业取得新的重大成 就。截至今年6月末，我国银行业总资产近470万亿元，位居世界第一；股票、债券市场规模位居世界第二；外汇储备规模连续20年位居世界第一。 刘强东「10年1元年薪」之约到期：已被授予2600万股期权 同时，我国在绿色金融、普惠金融、数字金融等方面走在世界前列，基本建成多渠道、广覆盖、安全高效的人民币跨境支付清算网络，移动支付处于国际 领先水平。（新华社） 证监会：深化科创板、创业板、北交所改革完善发行上市等制度机制培育壮大耐心资本 据证监会网站，9月22日，中共中国证券监督管理委员会委员会发布关于二十届中央第三轮巡视整改进展情况的通报。其中提到，下 ...

Core Viewpoint - Nvidia intends to gradually invest up to $100 billion in OpenAI to support data center and related infrastructure development [4]. Group 1: Partnership and Investment - OpenAI and Nvidia announced a letter of intent for a partnership, with Nvidia planning to invest up to $100 billion [4]. - The collaboration aims to deploy at least 10 gigawatts of Nvidia systems for OpenAI's next-generation AI infrastructure, with the first systems expected to be deployed in the second half of 2026 [4]. - Details of the partnership will be finalized in the coming weeks [4]. Group 2: Market Reactions - Following the announcement, Nvidia's stock rose over 3%, reaching a historical high [8]. - The broader US stock market saw all three major indices rise, with Nvidia contributing significantly to this upward trend [8]. Group 3: Industry Collaborations - Industry insiders confirmed that OpenAI is collaborating with domestic supply chains on related projects [18]. - OpenAI has reportedly signed agreements with companies like Luxshare Precision to develop consumer-grade devices [18].

Group 1 - Luo Yonghao responded to debt issues, stating that his frozen equity totals approximately 17.58 million yuan [9] - The company "Taier Suancaiyu" and other prepared dishes have been launched at Sam's Club, with prices for dishes like Taier Suancaiyu at 119.9 yuan per serving [10] - Baiguoyuan plans to raise about 300 million yuan to repay debts, reporting a loss of over 300 million yuan in six months and closing more than 1,600 stores in a year [10] Group 2 - Guizhou Moutai denied rumors of lowering its annual performance targets, confirming that it has completed its target progress for the first half of the year as planned [15] - OpenAI has confirmed collaboration with domestic supply chains for related projects, indicating ongoing partnerships with companies like Luxshare Precision [16] - Nvidia announced an intention to invest up to 100 billion dollars in OpenAI to support data center and infrastructure development [3]

酒店员工提供直接在航站楼接送宠物狗的服务以简化游客出行流程。酒店开业的第一年夏天便经常处于 满房状态，日常入住率约2/3，显示了市场旺盛的需求。携带宠物的旅客接受采访时称，这让他们出行 更加安心，不必担心宠物无人照料。机场方面表示，此类配套设施不仅服务旅客，还会为本地居民提供 宠物托管与训练服务，让居民能够兼顾生活与工作。 据意大利《事实日报》报道，罗马菲乌米奇诺机场首席商务官玛丽莲娜·布拉西表示，机场设置宠物酒 店的目标是确保旅客的"四条腿朋友"舒适且健康。她强调，该宠物酒店还设有兽医诊所，提供就诊、检 查和疫苗接种服务，为旅客携带的宠物狗提供持续的医疗保障。报道称，意大利民航局近期也放宽规 定，允许大型犬在国内航班机舱内乘机，但需安置于固定笼具内。（伍绍翔） 【环球时报综合报道】据美联社22日报道，罗马菲乌米奇诺国际机场近日开设了一家名为"Dog Relais"的豪华宠物酒店，为出行旅客解决宠物狗寄养难题。 报道称，该宠物酒店设有40间客房，基础房每晚价格约40欧元，带恒温地板和独立小花园。升级版的房 间则带有摄像头与零食投喂装置，主人可远程视频互动。设施还提供美容、洗浴、洁牙、训练及芳香疗 法等服务，甚 ...

针对拖鞋循环使用及卫生疑云，涉事的江苏常州万豪酒店方面随后回应称，其拖鞋实为"可循环使用"产 品，严格执行"一客一换一消毒"，并解释"棉质材质在机洗后出现起球属正常现象"。但该说法并未平息 公众质疑。9月22日，新京报记者致电常州万豪酒店，对方表示"正在调查中，暂不回应"；记者同时 就"拖鞋是否应循环使用"等问题向万豪国际集团提出采访，截至发稿前未获回复。 豪华酒店的棉质拖鞋可循环利用？ 在高运营成本与激烈市场竞争的双重压力下，某些酒店企业为了控制成本或正在偷偷牺牲客房用品的质 量。9月21日，一位住客在网络上反映，江苏常州万豪酒店存在循环使用一次性拖鞋的情况，拖鞋表面 不仅起球，还粘着睫毛等异物，这引发公众对万豪酒店卫生管理的质疑。事件曝光后，常州市及新北区 卫生监督所迅速介入，表示将严格核查该酒店拖鞋是否属于一次性用品，以及其清洗消毒流程是否符合 规范。 独立酒店咨询师钟罗分析指出，不少酒店为吸引客源而降低房价，即 "牺牲房价，提高入住率"。"酒店 卫生问题屡禁不止的深层原因，往往在于为控制成本、简化流程。" 另一方面，本土酒店集团的快速崛起，正不断挤压国际品牌的市场空间。华住、锦江、亚朵等国内品牌 凭借 ...

Carbon Neutrality Policy - China's first National Park Law will be implemented on January 1, 2026, establishing a legal framework for the protection and sustainable use of natural ecosystems [2] - The law aims to create a natural protection system centered around national parks, emphasizing strict protection and public participation in ecological education [2] Pollution Prevention Achievements - The Ministry of Ecology and Environment announced the elimination of nearly 20 million high-emission vehicles during the 14th Five-Year Plan, contributing to significant reductions in PM2.5 concentrations in key regions [3][4] - The country has made substantial progress in water pollution control, with over 90% of black and odorous water bodies in cities being eliminated [4] Carbon Market Development - As of September 18, 2025, China's carbon market has seen a cumulative transaction volume of 714 million tons and a total transaction value of approximately 49.96 billion yuan, indicating a stable market operation [5] - The establishment of a comprehensive regulatory framework for carbon trading is seen as a key support for achieving carbon peak and carbon neutrality goals [5] Climate Change and Industry Impact - The year 2024 is projected to be the first year to exceed the 1.5°C temperature control target set by the Paris Agreement, highlighting the urgency for enhanced emission reduction measures [6][7] - Experts emphasize the need for more effective reduction strategies to meet climate goals and ensure sustainable development [6][7] Local Initiatives - Inner Mongolia has introduced a notification to optimize the green electricity consumption mechanism, focusing on mandatory and voluntary consumption to enhance the region's green energy competitiveness [7][8] - The "Low Carbon China Tour" and Climate Action Week series of events were launched to showcase China's efforts in energy transition and public engagement in climate action [9][10] Corporate Practices - The 2025 Shandong Clean Energy Industry Expo provided a platform for showcasing innovations and fostering collaboration in the clean energy sector [11][12] - Yin Yu Water Zhongtian has set a net-zero target for 2040, with a comprehensive sustainable strategy that includes quantifiable goals for low-carbon construction and operations [12][13]

Core Insights - The collaboration between Jinjiang Hotels and JD aims to address the challenges in the restaurant sector of the hotel industry, which is seen as a significant opportunity for cost reduction and increasing non-room revenue [1][2][3] - Jinjiang Hotels is focusing on optimizing brand strategies and developing mature core brands while exploring growth opportunities in corporate apartments, senior travel markets, and cultural tourism integration [1][9] - The hotel industry is currently facing challenges due to oversupply and declining performance metrics, with RevPAR dropping by 5% in the first half of 2025 [7][9] Company Strategy - Jinjiang Hotels is not prioritizing rapid expansion but is instead focusing on long-term, stable development by enhancing quality and efficiency [1][9] - The company has a strategic plan to develop 12 mature brands by 2028, cultivate three competitive mid-to-high-end brands, and support one apartment and vacation segment [9][10] - The partnership with JD includes the introduction of JD's "Qixian Xiaochu" into Jinjiang Hotels, which aims to utilize hotel resources more effectively and meet the dining needs of guests [2][3][5] Market Opportunities - Jinjiang Hotels sees significant potential in the Southeast Asian market, planning to sign over 500 hotel projects in the region within five years [11][12] - The company aims to leverage its domestic experience and operational efficiency to establish a competitive presence in Southeast Asia, where local hotel chains are relatively weak [12] - The increasing number of Chinese tourists traveling to Southeast Asia presents a lucrative opportunity for Jinjiang Hotels to expand its footprint in the region [12]

华天酒店集团股份有限公司投资者关系活动记录表 | □ | 特定对象调研 分析师会议 □ | | --- | --- | | 投资者关系活动 □ | 媒体采访 业绩说明会 □ | | 类别 □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | √ | 其他：2025 年湖南辖区上市公司投资者网上集体接待日活动 | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 年 月 日 (周五) 下午 2025 9 19 14:30~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 | | | 用网络远程的方式召开 | | 上市公司接待人 | 董事会秘书：谢彩平 | | 员姓名 | 证券事务代表：魏欣 | | | 1、请问湘超联赛会增加本公司的餐饮住宿收入吗？ | | | 答：尊敬的投资者，您好！公司积极捕捉"湘超"的市场需 | | | 求，目前公司旗下部分酒店已成为湘超联赛观赛球迷和参赛队员 | | | 的住宿及餐饮服务承接单位，同时，线上平台也已同步销售湘超 | | | 联名产品，预计对公司收入有一定的带动，具体以公 ...

Core Insights - Email marketing is a highly efficient and cost-effective tool for customer interaction, brand promotion, and product marketing across various industries [1] - Despite its potential, many companies are still seeking ways to utilize email marketing more effectively [1] E-commerce Industry - The e-commerce sector heavily relies on email marketing to attract new customers and maintain existing customer engagement [3] - Email marketing allows e-commerce platforms to push new product information, promotional activities, and special discounts, effectively stimulating customer purchasing desire [3] - Personalized email recommendations based on customer browsing and purchase history enhance shopping experience and loyalty [3] Financial Services Industry - Email marketing is widely used in customer relationship management and new product launches within the financial services sector [3] - Financial institutions send regular emails containing investment advice, financial product information, and market updates to build customer trust and confidence [3] - Banks, insurance companies, and investment firms utilize personalized financial product offerings based on detailed customer data analysis [3] Entertainment and Media Industry - The entertainment and media sector increasingly depends on email marketing to promote content and services [4] - Media companies and streaming platforms use subscription email lists to regularly inform users about new content, exclusive offers, and updates [4] - Email marketing enhances user engagement and increases content click-through rates [4] Education Industry - The education sector employs email marketing as a strong communication channel to maintain interaction with students and parents [4] - Online education platforms and training centers send emails about course updates, enrollment reminders, and promotional offers to boost enrollment rates [4] - Schools utilize email marketing to promote internal activities and enhance brand reputation [4] Travel Industry - Email marketing serves as a cost-effective method for travel companies to attract and retain customers [5] - Travel agencies and airlines send targeted emails with special offers, seasonal activities, and travel tips to increase booking rates [5] - Personalized destination recommendations based on travel history enhance customer relationships and loyalty [5] Healthcare Industry - The healthcare sector benefits from email marketing by sending health reminders, medication information, and appointment notifications [5][6] - Personalized health consultation emails improve patient satisfaction and trust in healthcare providers [6] - Email marketing is applicable across various fields due to its low cost, high return, and flexibility [6] Conclusion - The success of email marketing relies on the quality of content and timing of delivery [6] - Zoho Campaigns email software aids companies in creating, managing, and optimizing email marketing campaigns effectively [6] - Understanding target customer groups is essential for tailoring email content to achieve optimal marketing results [6]

Investment Rating - Industry rating: Recommended [4] Core Viewpoints - The tourism market is experiencing significant growth ahead of the upcoming Mid-Autumn Festival and National Day, with a forecasted increase in travel bookings by double digits compared to last year [1][21] - High-quality hotel bookings are expected to continue their upward trend during the holiday period, with a year-on-year increase of over 20% [2] - The expansion of visa-free policies is boosting both inbound and outbound tourism, with a notable 75% increase in booking volumes for inbound travelers from Russia [2][23] Summary by Sections 1. Market Overview - The upcoming "double holiday" is expected to generate an 8-day vacation period, with potential for a 12-day extended holiday through leave arrangements [1] - Domestic travel demand is strong, with a more than 115% increase in bookings for domestic charter tours and over 200% for nearby travel products compared to last year [1] 2. Investment Recommendations - Focus on five investment themes: 1. Continuous upgrades in AI technology, benefiting companies like Core Technology and Focus Technology [3] 2. Increased consumer willingness to pay for emotional value, with high-growth potential in new retail sectors, benefiting brands like Miniso and Pop Mart [3] 3. Recovery of cyclical sectors under domestic demand stimulation, with companies like Haidilao and Jinjiang Hotels expected to benefit [3] 4. Broad prospects for consumer brands going overseas, with support for domestic brands expanding internationally [3] 5. Revitalization of traditional business formats as offline traffic returns, benefiting supermarkets and retail chains [3] 3. Industry Dynamics - The consumer service index outperformed the CSI 300 index by 3.97 percentage points, indicating a positive trend in the consumer services sector [12] - The tourism sector is characterized by short-distance frequent travel and high-quality long-distance travel, with significant growth in bookings for both [21][22] 4. Macro & Industry Data - In August, the total retail sales reached 3.97 trillion yuan, with a year-on-year growth of 3.4% [29] - Online retail sales of physical goods increased by 6.4% year-on-year from January to August, indicating a shift towards e-commerce [30]