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热点思考 | 居民如何“反内卷”?(申万宏观·赵伟团队)
申万宏源宏观· 2025-07-07 08:27
关注、加星,第一时间接收推送! 文 | 赵伟、屠强 联系人 | 屠强、耿佩璇 摘要 一问:哪些群体在"内卷"?工作时间拉长挤占消费时间,制造业、生产性服务业、年轻人最明显。 近年来,居民"内卷"倾向凸显,表现为工作时间拉长令消费时间"腰斩",同时导致服务消费偏弱。 2009- 2018年,中国居民周均工作时间稳定;但2018年来,主要经济体中,中国是为数不多出现劳动时间明显 上升的国家,2023平均每天工作时间较2018年多21分钟。相对应地,居民购买商品和服务的时间同期由 80分钟/日下降至43分钟/日,对服务消费时间的挤压更为明显。 具体行业看,制造业和生产性服务业的"内卷"现象最明显,而地产基建、生活性服务业工作时间有所减 少。 2021年后生活性服务业工作时间跳升3.7个小时;其中信息技术业工作时间涨幅显著(9.5小时)。制造 业的工作时间亦有上行,2018-2023年增加0.7小时。上述行业虽然绝对工资高,但工资增速回落,拖累居 民消费能力。而地产基建、生活性服务业工作时间分别回落1.7、0.5个小时。 从就业主体看,"内卷"倾向最突出的是年轻人,过去5年周工作时间平均增加超4个小时。 25-34岁 ...
从治水到智水
He Nan Ri Bao· 2025-07-06 23:23
Core Viewpoint - The article emphasizes the importance of technological advancements in water management and flood prevention along the Yellow River, highlighting a shift from traditional methods to intelligent and sustainable practices [3][10]. Group 1: Technological Innovations in Water Management - The use of the "Hua Shui No. 1" satellite for real-time monitoring of water bodies and sediment levels is a significant advancement in understanding and managing the Yellow River's complex hydrology [4][5]. - The development of a satellite remote sensing intelligent perception center allows for detailed analysis of water conditions and management strategies, enhancing flood response capabilities [5][6]. - The integration of a digital twin model of the Yellow River with physical models provides a comprehensive decision-making framework for flood prevention and water resource management [9]. Group 2: Flood Prevention Strategies - A flood simulation experiment conducted in June aimed to predict the behavior of the Yellow River under extreme weather conditions, providing critical data for flood management [7][8]. - The model of the Yellow River has been enhanced with AI and digital technologies, allowing for real-time data collection and analysis to improve flood response strategies [8][9]. - The collaboration of various models (prototype, model, and digital twin) creates a robust system for assessing flood risks and implementing preventive measures [9]. Group 3: Sustainable Resource Management - The article discusses the transition from passive to active management of sediment in the Yellow River, utilizing innovative biological engineering techniques to strengthen riverbanks and reduce erosion [11][12]. - Research into the resource potential of Yellow River sediment is ongoing, with efforts to convert sediment into valuable construction materials and improve soil quality [12][13]. - The development of technologies to activate and utilize sediment not only addresses environmental concerns but also reduces costs in construction and agricultural applications [13].
郑州深入推进教育科技人才一体化发展 聚力打造人才向往的科创高地
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-06 22:27
Group 1 - Education, technology, and talent are essential for innovation and development, with the government emphasizing their integrated growth [1] - In the first quarter of this year, Zhengzhou's technology transaction market saw a significant increase, with a transaction volume of 30.99 billion yuan, a year-on-year growth of 169%, accounting for 44.9% of the province's total [1] - The recent municipal conference highlighted the need to deepen the integration of education, technology, and talent, focusing on innovation and attracting high-end talent [1] Group 2 - The "Zhengju Talent Plan" aims to create an attractive environment for talent by focusing on recruitment, development, and retention [2] - Several prestigious research institutes are being established in Zhengzhou, which is expected to attract local talent back to the city [2] Group 3 - The establishment of the Zhengzhou Research Institute has led to the gathering of over 1,300 researchers and the completion of more than 50 national projects, resulting in over 900 intellectual property rights [3] - The research institutes have generated approximately 530 million yuan in technology contract transactions and incubated around 80 enterprises [3] Group 4 - The Central Plains Science and Technology City aims to be a comprehensive national science center and has been recognized as a provincial-level demonstration zone for technology transfer [7] - The city has accumulated 1,339 technology-based enterprises and 661 high-tech enterprises, with a technology contract transaction volume of 22.34 billion yuan over the past two years [7][8] Group 5 - The innovation ecosystem in the Central Plains Science and Technology City focuses on six key industries, including artificial intelligence and life sciences, to enhance collaborative innovation [9] - The city is committed to creating a first-class innovation environment and a modern industrial system, leveraging technology innovation to drive new productivity [9]
南方崛起|巴西:展翅向未来
Xin Hua Wang· 2025-07-06 07:21
新华社里约热内卢7月6日电 题:巴西:展翅向未来 新华社记者席玥 朱婉君 周永穗 7月的里约热内卢,机场外道路两旁挂满金砖国家成员国和伙伴国国旗,写有多种语言"欢迎"字样的标 语交错排列,迎接前来参加金砖国家领导人第十七次会晤的各方代表。 巴西官方数据显示,温格里亚领导研发的微生物接种剂解决方案已应用于逾4000万公顷田地,每年为农 民节省约250亿美元成本。 "未来之国"巴西,再次站在世界聚光灯下。 1940年,作家斯蒂芬·茨威格为逃离欧洲战火来到巴西。在动荡飘摇的年代,这片美丽的南美大地带给 他慰藉。茨威格在《巴西:未来之国》一书中写道:"这里的人都能听到未来翅膀发出的强劲风声。" 近年来,巴西不断探索面向未来的现代化发展之路,努力破解发展中国家崛起过程中共同面临的种种难 题。经历蜕变和新生,巴西正以崛起之姿迈向未来。 从饥困到"世界粮仓" 20世纪中叶以前,巴西农村长期面临饥饿问题。1945年生于一个贫苦家庭的现任巴西总统卢拉,曾多次 讲述自己儿时的经历。"母亲有时拿不出食物给孩子们吃,我第一次吃面包还是在7岁时。" 让同胞不再挨饿,正是激励玛丽安热拉·温格里亚数十年投身科研、助力巴西农业技术变革的动力 ...
全省完成省重点实验室优化重整 四川省重点实验室达128家
Si Chuan Ri Bao· 2025-07-06 01:19
Group 1 - The core viewpoint of the news is that Sichuan Province has completed the optimization and restructuring of its key laboratories, with 121 laboratories entering the new sequence, resulting in a total of 128 key laboratories in the province [1][2] - The optimization process involved resource integration, with some laboratories merging into new entities, such as the merger of the Sichuan Provincial Key Laboratory for Tea Resource Utilization and Quality Testing [2] - The restructuring aims to align research directions with industry development needs, as seen in the renaming and focus shift of the High-Field Magnetic Resonance Brain Imaging Laboratory to Brain-Machine Interface and Brain-Like Intelligence Laboratory [2] Group 2 - The Sichuan Provincial Science and Technology Department plans to manage the construction and operation of key laboratories, develop management policies, and conduct regular evaluations for dynamic adjustments based on performance [3] - Each laboratory is required to set clear development goals and create a three-year research task list, focusing on research objectives, innovation output, and talent development [3] - The restructuring is part of a broader initiative to enhance the province's scientific frontier and emerging industry technology innovation capabilities, addressing issues such as insufficient alignment with development needs and management mechanisms [1][3]
华人学者本周发表4篇Cell论文:高度血管化的肺/肠道类器官;修复血管性痴呆;自身免疫病新疗法;同义突变调控性状
生物世界· 2025-07-05 02:12
撰文丨王聪 编辑丨王多鱼 排版丨水成文 本周 (6 月 30-7 月 6 日) ,国际顶尖学术期刊 Cell 共上线了 5 篇研究论文,其中 4 篇来自华人学者,这些研究分别构建 高度血管化的 肺类器 官和肠道类器官 、 发现 血管性痴呆的大脑修复机制 、 开发 LAG-3/TCR双抗,治疗T细胞驱动的自身免疫病 、揭示 同义突变通过表观转录组调控 赋予黄瓜驯化性状 。 高度血管化的 肺类器官和肠道类器官 2025 年 6 月 30 日, 辛辛那提儿童医院/加州大学洛杉矶分校 顾名夏 团队和 辛辛那提儿童医院 郭敏哲 团队合作,在国际顶尖学术期刊 Cell 上发 表了题为: Co-development of Mesoderm and Endoderm Enables Organotypic Vascularization in Lung and Gut Organoids 的研究论文。 该研究 首次通过人类 诱导多能干细胞 (iPSC) 成功构建了 高度血管化的肺类器官和肠道类器官 。这些类器官模型不仅模拟了人类胚胎早期多胚层 协同发育的复杂过程,更突破了传统类器官缺乏功能性血管和器官特异性间充质的瓶颈,为 ...
马明龙调研粮食安全工作时强调 坚决扛牢责任 提升保障水平 努力促进粮食丰收和农民增收
Zhen Jiang Ri Bao· 2025-07-05 01:37
7月3日,市委书记马明龙调研粮食安全工作,强调要深入学习贯彻习近平总书记关于"三农"工作的 重要论述,坚决扛牢粮食安全政治责任,扎实做好耕地保护和夏收夏种夏管各项工作,不断提升粮食安 全保障水平,努力促进粮食丰收、农民增收。 句容华阳街道下甸行政村巷里自然村耕地恢复地块通过对土壤改良和科学施肥实现分类利用,其中 水土条件较好的区域恢复为水田用于水稻种植,地势较高的区域则改造为旱地用于玉米种植。马明龙在 现场仔细察看耕地恢复种植情况和水稻、玉米长势,要求因地制宜,尊重规律和群众意愿,稳妥有序推 进耕地恢复种植。 句容市储备粮管理有限公司二圣库拥有4栋高大平房仓、共计12个标准储粮仓廒,总仓容3万吨,库 内配套设施完善。马明龙走进库区,察看了解机械通风、粮情测控、环流熏蒸、准低温储存等储粮技术 运用和今年轮换小麦收购及价格情况,强调夏粮收购工作事关粮食安全和农民增收,要严格落实好收购 政策,认真落实为农服务措施;加强管理制度执行和信息化技术运用,确保粮食安全收储。 调研中,马明龙强调,粮食安全是"国之大者",要把提升粮食产能、确保粮食安全作为"三农"工作 的头等大事,大力推进农业防灾减灾能力建设,确保全年粮食播种 ...
阿拉丁拟竞拍喀斯玛控股股权 转让底价超2亿元
Zheng Quan Shi Bao Wang· 2025-07-04 11:10
Core Viewpoint - The company Aladdin (688179) is participating in the auction for an 81.96% stake in Kasma Holdings, which is being sold by the Chinese Academy of Sciences Holdings, with a starting price of 202 million yuan [1] Group 1: Company Overview - Aladdin is a comprehensive manufacturer of research reagents, covering high-end chemicals, life sciences, analytical chromatography, and materials science, while also offering a small amount of laboratory consumables [2] - The company has developed its own "Aladdin" brand for research reagents and "Chip Silicon Valley" brand for laboratory consumables, primarily relying on its e-commerce platform for online sales [2] Group 2: Financial Performance - Aladdin's sales revenue for 2022, 2023, and 2024 was 378 million, 403 million, and 534 million yuan respectively, showing a year-on-year increase [2] - In 2024, the company achieved a revenue growth of 32.44% and a net profit of 98.76 million yuan, up 15.07% year-on-year [2] - In the first quarter of 2025, Aladdin reported a revenue of 130 million yuan, a 32.2% increase year-on-year, with a net profit of 24.18 million yuan, up 41.35% year-on-year [2] Group 3: Industry Insights - According to the National Bureau of Statistics, China's R&D expenditure for 2024 is projected to be 3.613 trillion yuan, an 8.3% increase from the previous year, indicating stable growth in the sector [2] - The R&D expenditure intensity (R&D expenditure as a percentage of GDP) is 2.68%, which is an increase of 0.1 percentage points from the previous year [2] - The increase in R&D funding is expected to drive the sales of consumables like reagents, suggesting a long-term growth potential for the industry [2] Group 4: Strategic Moves - The transaction aims to broaden the company's sales channels, integrate downstream resources, and enhance market competitiveness and profitability, benefiting both the company and its investors [3] - The auction process consists of two bidding periods: a free bidding period and a timed bidding period, with specific time frames outlined for each [3]
锦江区与四川师范大学举行校地合作签约仪式 深化多领域合作共促发展
Zhong Guo Jing Ji Wang· 2025-07-04 09:38
7 月 3 日,锦江区与四川师范大学举行校地合作签约仪式。四川师范大学党委书记郭勇,锦江区委 书记池勇出席仪式并致辞。四川师范大学党委副书记、校长赵国华,锦江区委副书记、区长缪晓波等共 同出席。 值得一提的是,锦江区与四川师范大学的合作并非 "一日之功"。今年 2 月 5 日,锦江区联合四川 师范大学在全国率先成立首发经济研究院,整合高校学术与行业实践资源,开展首发经济理论创新与实 践探索。近半年来,研究院融合锦江产业优势与川师学科资源,构建首发经济理论、评价体系,强化数 字消费等前沿场景建设,打造行业标杆。期间,编制发布《锦江区首发经济产业生态圈》,明确发展定 位,构建生态闭环,打造 COSMO 潮流聚变场等标杆首发载体,形成特色鲜明的生态布局,让 "首发春 熙" 品牌愈发响亮。双方还联合近 30 家成员单位成立首发经济促进联盟,搭建起全链条生态体系,推 动首发经济实现从 "单打独斗" 到 "协同共赢" 的跨越。 未来,锦江区与四川师范大学将以此为全新起点,不断拓展合作边界,全力构建科技赋能产业、人 才支撑发展、文化点亮生活的校地协同发展新画卷,携手书写校地融合发展的崭新篇章。(邱语) 签约仪式上,池勇在致 ...
【新华社】从太空看“十四五”丨这些创新高地,正在拔地而起
Xin Hua She· 2025-07-04 08:36
2025年是"十四五"规划收官之年,站在历史节点回望,"十四五"规划纲要提出部署建设"重大科技创新平台",指出要"建设北京怀柔、上海张 江、大湾区、安徽合肥综合性国家科学中心,支持有条件的地方建设区域科技创新中心。"从太空俯瞰,卫星捕捉到科学高地正在加速崛起。 地点:北京市怀柔区 解读:2020年4月规划区(上图)与2024年8月建成区对比(下图),怀柔科学城大科学装置布局初现。 2016年9月,国务院印发《北京加强全国科技创新中心建设总体方案》,提出统筹规划建设中关村科学城、怀柔科学城和未来科技城。2017 年,北京怀柔综合性国家科学中心建设方案获批。如今,经过近十年的发展,怀柔科学城已从最初的规划逐步发展为国家重大科技基础设施密度 最高的地区之一。 这是北京怀柔科学城重大科技基础设施集群的核心设施,高能同步辐射光源( HEPS )全景。 HEPS 由国家发展改革委批复立项,中国科学院 高能物理研究所承担建设,建成后将是世界上亮度最高的第四代同步辐射光源之一( 2023 年 12 月 11 日摄)。新华社记者 金立旺 摄 地点:上海市浦东新区 解读:2025年与2020年相比,上海张江科学城内的人工智能岛周 ...