截至发稿，云南能投市值为102亿元。 每经头条（nbdtoutiao）——美股AI突变！OpenAI沦为"股价毒药"，硅谷八巨头一夜蒸发3.8万亿元市 值，专家：看好谷歌，其拥有两项致胜"法宝" （记者 王晓波） 每经AI快讯，云南能投（SZ 002053，收盘价：11.1元）发布公告称，2025年12月12日，云南能投接受 深圳国安保证担保有限公司等投资者调研，公司董事会秘书秦媛等人参与接待，并回答了投资者提出的 问题。 2025年1至6月份，云南能投的营业收入构成为：电力占比40.76%，天然气占比25.57%，食品占比 18.9%，化工占比12.72%，其他业务占比2.05%。 ...

Core Viewpoint - The article discusses the ongoing trend of "rolling layoffs" in the U.S. job market, highlighting the shift from large-scale layoffs to more frequent, smaller layoffs, which has created a pervasive sense of anxiety among white-collar workers [1][5][15]. Group 1: Layoff Trends - As of November 2025, U.S. companies have announced layoffs affecting 1.1 million workers, marking the sixth time this level has been surpassed since 1993 [1][3]. - The technology sector has been the hardest hit, with over 150,000 layoffs in 2025, while other industries like telecommunications, food, retail, and media have also experienced significant layoffs, some with year-on-year increases exceeding 100% [3][5]. - The cumulative layoffs for the first 11 months of 2025 reached 1.1708 million, a 54% increase compared to the same period in 2024, with November alone seeing 71,300 layoffs, the highest for that month since 2022 [3][4]. Group 2: Economic Signals - The current economic landscape presents contradictory signals, with a "rolling recession" followed by a potential "rolling recovery" starting in April 2025, according to Morgan Stanley analysts [5]. - However, analysts from Goldman Sachs and Bank of America argue that the recovery is primarily financial, with stock prices and profits rising while demand for white-collar jobs continues to decline [5][15]. - The phenomenon of "K-shaped economy" is evident, where the wealthiest 10% contribute nearly half of consumer spending, while lower-income individuals face increasing financial strain [5][15]. Group 3: Employment Market Dynamics - The shift to "permanent layoffs" has seen small-scale layoffs (affecting fewer than 50 employees) rise to over half of all layoffs in 2025, compared to less than half in the mid-2010s [6][8]. - This new model allows companies to adjust workforce sizes continuously without the reputational damage associated with large-scale layoffs, but it leads to chronic internal issues such as increased workloads and diminished job security [6][8]. - Job seekers' bargaining power has decreased, with the "job rejection rate" declining for two consecutive years, forcing many to accept less desirable positions [9][12]. Group 4: Structural Challenges - Recruitment demand has also weakened, with companies planning to hire only 497,200 workers in the first 11 months of 2025, a 35% drop from the previous year, marking the lowest level since 2010 [12]. - The labor market exhibits a "K-shaped structure," where large companies are expanding due to cash flow advantages while small businesses are contracting under cost pressures [12][15]. - The impact of artificial intelligence on job cuts is significant, with over 70,000 positions attributed to AI since 2023, prompting a reevaluation of automation risks and transformation paths in various industries [14][15].

天眼查App显示，近日，陆良瑾钰食品有限公司成立，法定代表人为季娴娟，注册资本5万人民币，经 营范围为许可项目：食品销售；城市配送运输服务（不含危险货物）；烟草制品零售。（依法须经批准 的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一 般项目：食品互联网销售（仅销售预包装食品）；日用百货销售；日用品批发；日用品销售；外卖递送 服务；水产品零售；水产品批发；农产品的生产、销售、加工、运输、贮藏及其他相关服务；食用农产 品初加工；食用农产品批发；鲜肉批发；鲜肉零售；食用农产品零售；鲜蛋批发；鲜蛋零售；初级农产 品收购。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，四川鲜干汇食品有限公司成立，法定代表人为何海英，注册资本100万人民 币，经营范围为一般项目：农副产品销售；鲜肉批发；鲜肉零售；水产品批发；水产品零售；新鲜蔬菜 批发；新鲜蔬菜零售；新鲜水果批发；新鲜水果零售；食用农产品批发；食用农产品零售；谷物种植； 水果种植；蔬菜种植；花卉种植；中草药种植；树木种植经营；餐饮管理；物业管理；保健食品（预包 装）销售；日用杂品销售；国内贸易代理；家政服务；专业保洁、清洗、消毒服务；医护人员防护用品 批发；医护人员防护用品零售；文具用品批发；文具用品零售；办公用品销售；市场营销策划；广告制 作；广告设计、代理；厨具卫具及日用杂品零售；厨具卫具及日用杂品批发；食品互联网销售（仅销售 预包装食品）；贸易经纪。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项 目：食品互联网销售；食品销售。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体 经营项目以相关部门批准文件或许可证件为准）。 ...

Core Viewpoint - The article discusses a new trend in the A-share market where companies are engaging in "physical dividends" to enhance shareholder experience and interaction, moving beyond traditional cash dividends and stock bonuses [1][2]. Group 1: Shareholder Engagement Initiatives - Emei Mountain A plans to offer free entrance tickets to its scenic area for shareholders holding more than 500 shares as part of its 2025 shareholder reward program [1]. - Over 30 listed companies have initiated similar engagement activities, providing products, coupons, and tourism rights to their investors [1][2]. - The trend includes a variety of sectors, such as food, home appliances, health products, and cultural tourism, showcasing a diverse approach to shareholder rewards [2]. Group 2: Benefits of Physical Dividends - Physical dividends can create a closed-loop ecosystem of "investment-consumption," enhancing shareholders' understanding of the company's product strength and brand vitality [6]. - This approach can serve as a low-cost, high-return brand public relations strategy, transforming shareholders into brand advocates through personal product experiences [6]. - It aligns with regulatory goals to enhance investor satisfaction, providing tangible rewards that can improve investor sentiment amidst market volatility [7]. Group 3: Risks and Challenges - There is a risk of prioritizing physical rewards over fundamental company performance, which could lead to shareholder dissatisfaction if the company's financial health is not strong [8]. - The disparity in shareholding can create fairness issues, potentially alienating minority shareholders while favoring larger ones [8]. - Implementing a physical rewards system introduces new operational costs and management challenges, which could backfire if not handled properly [8]. Group 4: Strategic Insights for Consumer Companies - Companies must ensure their products can impress even the most discerning shareholders, as this reflects their broader market potential [9]. - The goal should be to transition shareholders from passive investors to active partners in the company's growth, fostering a sense of shared identity and collaboration [9]. - Compliance with regulations is crucial to avoid legal risks, ensuring that all reward initiatives are transparent and fair [9][10]. Group 5: Conclusion on Value Creation - The ultimate aim of these initiatives is to create a value-sharing ecosystem among brands, users, and investors, moving beyond short-term stock price fluctuations [11]. - Companies should strive to make every shareholder a passionate advocate for their products, enhancing long-term loyalty and brand strength [11].

天眼查App显示，近日，东莞市世裕食品有限公司成立，法定代表人为陈运胜，注册资本100万人民 币，经营范围为一般项目：食品互联网销售（仅销售预包装食品）；包装材料及制品销售；企业管理咨 询；市场营销策划；信息咨询服务（不含许可类信息咨询服务）；社会经济咨询服务；货物进出口；技 术进出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）许可项目：食品销售；食 品生产。（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准 文件或许可证件为准）。 ...

Company Overview - Shenzhen Xuan You Mei Food Co., Ltd. has been established with a registered capital of 10,000 RMB [1] - The legal representative of the company is Hu Zhanpeng [1] Business Scope - The company is engaged in the retail of edible agricultural products and sales of agricultural and sideline products [1] - It also sells first-class medical devices, daily necessities, packaging materials and products, leather products, wooden containers, and provides packaging services [1] - The company offers internet technology services and internet sales, excluding items that require special licenses [1] - It is involved in the sale of pre-packaged health foods and special medical purpose formula foods [1] - The company is authorized to sell food, specifically pre-packaged food, and alcoholic beverages, subject to relevant approvals [1]

天眼查App显示，近日，德州帝商食品有限公司成立，法定代表人为李汶刚，注册资本100万人民币， 经营范围为许可项目：食品销售；食品互联网销售。（依法须经批准的项目，经相关部门批准后方可开 展经营活动，具体经营项目以相关部门批准文件或许可证件为准）一般项目：新鲜蔬菜批发；新鲜水果 批发；水产品批发；食用农产品批发；豆及薯类销售；未经加工的坚果、干果销售；谷物销售；鲜肉批 发；食品用塑料包装容器工具制品销售；食品互联网销售（仅销售预包装食品）；食品销售（仅销售预 包装食品）。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，江西润鲜源食品有限公司成立，法定代表人为伍海琴，注册资本100万人民 币，经营范围为许可项目：食品销售，食品互联网销售（依法须经批准的项目，经相关部门批准后在许 可有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为准）一般项 目：食品销售（仅销售预包装食品），农副产品销售，初级农产品收购，食品互联网销售（仅销售预包 装食品），互联网销售（除销售需要许可的商品），市场营销策划，食用农产品批发，食品进出口，货 物进出口，国内货物运输代理，进出口代理，水产品收购，水产品零售，水产品批发，饲料原料销售， 食用农产品初加工，低温仓储（不含危险化学品等需许可审批的项目），国内贸易代理（除依法须经批 准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，江西运磊食品有限公司成立，法定代表人为袁佳仪，注册资本5万人民币，经 营范围为许可项目：食品销售，食品互联网销售，家禽饲养（依法须经批准的项目，经相关部门批准后 在许可有效期内方可开展经营活动，具体经营项目和许可期限以相关部门批准文件或许可证件为准）一 般项目：食用农产品批发，食用农产品零售，鲜肉批发，鲜肉零售，农副产品销售，食用农产品初加 工，牲畜销售（不含犬类），畜禽收购，食品销售（仅销售预包装食品），食品互联网销售（仅销售预 包装食品）（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...