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中方提前把话挑明,145%关税一点都不能留,美国想谈必须拿出诚意
Sou Hu Cai Jing· 2025-05-12 01:30
据光明网报道,我国商务部新闻发言人近日表示,中方注意到美方高层多次表态,表示愿与中方就关税问题进行谈判。同时,美方近期通过相关方面多次主 动向中方传递信息,希望与中方谈起来。对此,中方正在进行评估。有记者问:近期美方多次表示,正与中方就经贸问题进行谈判,并会达成协议,请问商 务部对此有没有进一步的消息和评论?商务部新闻发言人作出上述回应。发言人表示,中方立场始终如一,打,奉陪到底;谈,大门敞开。 中美两国的贸易战,始于特朗普政府的"单方面开火"。在他的眼里,巨额的贸易逆差是美国经济遭遇困境的主因,而中国则成为了他祭出的"靶子"。特朗普 不仅提出了一系列关税举措,还一度扬言,"贸易战打起来谁都不会赢"。可随着时间的推移,这场争斗的后果却超出了他当初的预期......为了迫使中国妥 协,特朗普祭出了大规模加征关税的政策。最初这些措施似乎取得了一些效果,但随着对中国商品的关税提高至145%时,不仅中国的反击猛烈,美国国内 的批评声也越来越大。 目前,许多西方媒体分析认为,特朗普计划保留对所有国家的10%"最低基准关税",以及对中国50%上下的"对等关税"。在美日贸易谈判中,特朗普坚持保 留10%的基准关税,若日本满 ...
多重退市风险齐发多家*ST公司收到终止上市事先告知书
Shang Hai Zheng Quan Bao· 2025-05-11 18:27
Core Viewpoint - Multiple *ST companies are facing delisting risks as they have received pre-delisting notices from the exchange due to various financial and trading indicators [2][5][6] Group 1: Financial Indicators and Delisting Notices - As of May 11, six *ST companies have received pre-delisting notices, with five touching financial delisting indicators and one touching trading delisting indicators [2] - The new delisting regulations have introduced stricter conditions for *ST companies to remove delisting risk warnings, requiring internal control audit reports to be unqualified; otherwise, delisting will occur [2][3] - *ST Zhongcheng, *ST Renle, and *ST Gongzhi received negative internal control audit opinions for their 2024 financial reports, indicating significant financial distress [3][5] Group 2: Specific Company Cases - *ST Zhongcheng announced on May 7 that it received a pre-delisting notice due to a negative net asset value for 2023 and a negative internal control audit opinion for 2024 [3][4] - *ST Renle received a pre-delisting notice on May 6, with a reported net asset of -387 million yuan for 2023 and -404 million yuan for 2024, along with negative audit opinions [5] - *ST Gongzhi also received a pre-delisting notice due to negative audit opinions for its financial reports [5] Group 3: Additional Delisting Factors - *ST Longjin is set to exit the A-share market due to negative profit and revenue figures, having received a pre-delisting notice on April 25 [6] - *ST Hengli faced delisting risks for failing to disclose its 2024 annual report on time, with a reported negative net profit and revenue below 100 million yuan [7] - *ST Jiyuan triggered the delisting indicator by having its stock price below 1 yuan for 20 consecutive trading days, leading to a pre-delisting notice [9]
人人乐收到深交所《终止上市事先告知书》,即将告别A股
Jing Ji Guan Cha Wang· 2025-05-09 09:42
Group 1 - The core point of the article is that *ST Renle (002336.SZ) is facing potential delisting from the Shenzhen Stock Exchange due to negative net assets and consecutive years of losses [2][3] - As of the end of 2023, the company's audited net assets were -387 million yuan, leading to a delisting risk warning on April 22, 2024 [2] - The 2024 annual report indicated a further decline in net assets to -404 million yuan, with the financial report receiving an audit opinion that could not express an opinion [2] Group 2 - Renle has experienced continuous losses for four consecutive years from 2021 to 2024, with a reported revenue of approximately 1.43 billion yuan in 2024, a year-on-year decrease of 49.86% [3] - The company attempted various capital operations, including selling stakes in multiple subsidiaries, but these efforts were ultimately unsuccessful [3] - The chairman, Hou Yankui, resigned due to health reasons after only a year and a half in office, relinquishing all positions including director and legal representative [3]
帮主郑重的实战手札:消费股筛选避坑指南!三大硬核指标教你挖出真金白银
Sou Hu Cai Jing· 2025-05-09 01:32
Group 1 - The core principle of evaluating companies in the consumer sector is to focus on the quality of revenue growth rather than just the revenue figures themselves. Companies that achieve growth through discounts may damage their brand value over time, while those with stable gross margins indicate strong pricing power and brand loyalty [3][4] - Cash flow is emphasized as a critical indicator of a company's financial health. A company that consistently generates operating cash flow that covers net profit over three years is seen as financially robust, especially in the fast-moving consumer goods sector where quick cash turnover is essential [3][4] - Inventory turnover rate is highlighted as a key metric. Companies with improving inventory turnover rates demonstrate effective sales and supply chain management. High inventory levels can lead to markdowns and losses, as seen in a case where a fast-moving consumer goods company faced significant write-downs due to poor inventory management during the pandemic [4] Group 2 - The investment strategy for consumer stocks should follow a three-step approach: first, filter for financially sound companies using financial reports; second, conduct on-the-ground research to assess product sales; and third, monitor the strategic direction of management. This comprehensive approach helps avoid pitfalls, as illustrated by a case where a company with strong financials was ultimately disregarded due to logistical issues [4][5] - The "Three Good Principles" for investing in consumer stocks are established: good products, good turnover, and good cash flow. Companies that can consistently increase market share, optimize gross margins, and manage inventory risks are considered the true leaders in the consumer sector [5]
比尔盖茨宣布将捐出几乎全部财富!英美就关税贸易协议条款达成一致!A股又曝天价离婚!胖东来发布和田玉翡翠退货说明!
新浪财经· 2025-05-09 00:44
Group 1: Bill Gates' Philanthropic Announcement - Bill Gates announced that he will donate nearly all of his wealth over the next 20 years to save and improve lives globally, with the Gates Foundation set to permanently close by December 31, 2045 [2] - Gates expressed confidence in the management of the foundation, stating that the individuals responsible for managing the funds are outstanding and dedicated [2] - He revealed that his children will inherit less than 1% of his total wealth, believing that giving them too much wealth would not benefit them and that they should forge their own paths to success [2] Group 2: UK-US Trade Agreement - On May 8, the UK and the US reached an agreement on tariff trade terms, with the UK government agreeing to concessions on imports of US food and agricultural products in exchange for reduced tariffs on UK car exports [6] - The tariff on UK car exports to the US will decrease from 27.5% to 10%, and tariffs on steel and aluminum will be eliminated, covering nearly all of last year's UK car exports to the US [8] - A new mutual access agreement for the beef market was established, granting UK farmers a 13,000-ton duty-free quota, while the UK emphasized that food import standards will not be relaxed [8] Group 3: Zhu Cheng Technology Shareholder Divorce - Zhu Cheng Technology announced that its controlling shareholder and actual controller, Zhang Jianchun, has divorced, with the ex-wife receiving 8.7675 million shares valued at approximately 381 million yuan [10] - The change in shareholding will not affect the company's management or control structure, as the voting rights held by Zhang and his ex-wife will remain unchanged [10] - Zhang Jianchun, 55 years old, is a senior economist and has completed an MBA program at Renmin University of China [10] Group 4: Fat Donglai Return Policy - Fat Donglai issued a return policy for Hetian jade and jadeite, allowing customers to return items purchased in their jewelry department if they have any doubts about price or quality [14] - Customers can have their items evaluated by a third-party authority and can return them without incurring any fees or taxes [14]
早报|中俄签署联合声明;比尔·盖茨宣布将捐出几乎全部财富;14篇SCI学生最早发明专利在读初中;“沪上阿姨”在港挂牌上市
虎嗅APP· 2025-05-08 23:54
Group 1: Key Events and Developments - The People's Republic of China and the Russian Federation issued a joint statement to deepen their comprehensive strategic partnership during a state visit by President Xi Jinping to Russia in May 2025 [2] - Bill Gates announced plans to donate nearly all of his wealth through the Gates Foundation over the next 20 years, with the foundation set to close permanently by December 31, 2045 [3][4] - The tea beverage brand "沪上阿姨" officially listed on the Hong Kong Stock Exchange, becoming one of the latest tea brands to go public [14] Group 2: Corporate Actions and Financial Impacts - Samsung's subsidiary Harman International signed an agreement to acquire Masimo's audio business for $350 million, aiming to strengthen its position in the consumer audio market, which is projected to grow from $60.8 billion in 2025 to $70 billion by 2029 [15][17] - *ST人乐 (人人乐) announced it received a notice from the Shenzhen Stock Exchange regarding the termination of its stock listing due to negative net assets for consecutive years, with a reported net asset of -3.87 billion yuan for 2023 [21] - Toyota Motor Corporation projected a significant decline in net profit for the fiscal year 2025, estimating a 34.9% decrease due to U.S. tariff policies and the appreciation of the yen against the dollar [22] Group 3: Regulatory and Market Responses - The European Union initiated public consultations on a list of goods for countermeasures against U.S. tariffs and plans to file a lawsuit with the World Trade Organization if negotiations do not yield favorable results [25] - The UK and the U.S. reached an agreement on tariff trade terms, with the UK making concessions on imports of U.S. food and agricultural products in exchange for reduced tariffs on UK car exports [24]
小米汽车深夜致歉;比尔·盖茨将捐出几乎全部财富;知名连锁超市将退市,董事长“火线”辞职;宇树回应机器狗Go1存在后门漏洞丨邦早报
创业邦· 2025-05-08 23:47
Group 1 - Yushu Technology responded to claims of a backdoor vulnerability in its Go1 robot dog, stating that hackers accessed a third-party cloud tunnel service's management key, allowing them to modify data and gain control over user devices. The company has since changed the management key and closed the service to ensure user safety [3]. - Bill Gates announced plans to donate nearly all of his wealth through the Gates Foundation over the next 20 years, with a total donation amount expected to reach $200 billion by 2045, coinciding with the foundation's 25th anniversary [3]. Group 2 - OpenAI appointed Fidji Simo, the CEO of Instacart, as its new Chief of Applications, allowing current CEO Sam Altman to focus more on research and safety [6]. - Xiaomi apologized for a controversial update that limited the power output of its SU7 Ultra car, acknowledging the need for better communication with users regarding significant updates [11]. Group 3 - Fat Donglai announced a return policy for jade and jadeite purchases, allowing customers to return items without any fees if they have concerns about price or quality [13]. - SF Express denied rumors of purchasing 10 domestic C919 cargo planes, clarifying that the C919 cargo model has not yet been developed [15]. Group 4 - The Ministry of Industry and Information Technology is seeking public input on revising safety standards for car door handles, addressing issues such as strength and potential safety risks [20]. - Apple is reportedly making progress in developing a dedicated chip for smart glasses, aiming to compete with Meta's Ray-Ban smart glasses, with a potential market launch in the next two years [20]. Group 5 - The last Hema X membership store in Beijing may close soon, following a trend of closures in other locations, indicating a significant reduction in Hema's membership store presence [20]. - JD.com launched a "Top Young Technical Genius Program" targeting recent graduates and offering unlimited salary potential, focusing on technological breakthroughs [20]. Group 6 - Nvidia's CEO Huang Renxun emphasized the importance of the Chinese AI market, predicting it could reach approximately $50 billion in the next 2-3 years, urging a reevaluation of U.S. chip restrictions on China [20]. - Apple is expected to release a foldable iPhone next year, utilizing a new display panel from Samsung that is thinner and more durable than previous models [22]. Group 7 - Hu Shang Ayi officially listed on the Hong Kong Stock Exchange, with a market capitalization of over 10.736 billion yuan and a significant increase in store count and active membership [24]. - Green Tea Group plans to raise 1.2 billion HKD through an IPO, with shares priced at 7.19 HKD each [24]. Group 8 - Huawei's Hubble invested in Qianxun Intelligent, a company focused on embodied intelligence and humanoid robot technology [25]. - Amazon introduced a new warehouse robot named Vulcan, equipped with AI and tactile sensing capabilities, designed to assist human workers in warehouse tasks [25].
中国不让步,特朗普36万亿美债还不上,美盟友关键时刻“跳反”?
Sou Hu Cai Jing· 2025-05-07 08:32
目前,美国危机的三大死结有:1. 债务雪球越滚越快,今年美国政府每借100美元,就有62美元用于支付旧债利息。2. 政 策工具箱已见底美联储去年加息525个基点,通胀却依然卡在3.5%高位。更尴尬的是,对华加征的关税反而让沃尔玛的自 行车涨价40%,特斯拉上海工厂产能却扩张了3倍。3. 美元信用出现裂痕巴西总统卢拉公开质问:"凭什么要用美元买中国 商品?"如今金砖国家47%的贸易改用本币结算,沙特甚至开始接受人民币购买石油。 据新华财经报道,日前,美国财政部公布了2025年2月份的TIC报告。据该报告披露,2月份外国(地区)持有美债规模为 88,172亿美元,环比增加2,217亿美元,同比增加8,179亿美元。最新数据显示,美国联邦债务总额已经膨胀到36.2万亿美 元,其中约9.2万亿美元在2025年陆续到期,占该国债务总额的25.4%,引发了人们对其对其金融市场、利率和经济稳定 的担忧。此外,创纪录的美国政府赤字支出水平也推动了债务的迅速积累。 这段时间以来美国政府的经济政策一日三变,近日最大的新闻自然是美国"股债汇三杀"导致特朗普一点一点地食言,不 断放软原本极为强硬的态度。所谓"股债汇三杀",就是美国股 ...
8点1氪|特朗普将付钱给自愿离美的非法移民;“小杨哥”露面参加导演王晶生日会;新西兰拟禁止16岁以下人群使用社交媒体
3 6 Ke· 2025-05-07 00:11
Group 1 - The Trump administration will provide $1,000 allowances and travel subsidies to undocumented immigrants who voluntarily leave the U.S., which is less than the average cost of forced deportation estimated at $17,000 [1] - Ford Motor Company anticipates a $1.5 billion loss due to tariffs imposed by the Trump administration, leading to the withdrawal of its 2025 earnings forecast [2] - DoorDash announced plans to acquire Deliveroo for £2.9 billion (approximately $3.85 billion) as part of its international expansion strategy [4] Group 2 - New Zealand lawmakers proposed a bill to ban social media use for individuals under 16 years old to protect children from potential harms [2] - Skechers announced its decision to go private, which is seen as a move to avoid regulatory pressures amid rising tariffs affecting the footwear industry [5] - Mattel plans to raise the price of Barbie dolls by 42.9% due to the impact of recent U.S. tariff policies, which are expected to cost the company $270 million this year [6] Group 3 - Microsoft officially discontinued Skype, transferring its core functionalities to Microsoft Teams, marking the end of Skype's 20-year operation [6] - The European gas prices have risen due to anticipated increased demand in Asia and supply constraints, despite a previous decline of over 15% since April [6] - Credit Suisse admitted to assisting U.S. clients in tax evasion and will pay $511 million in settlement, following a significant legal crisis after its acquisition by UBS [7]
于东来事件,谁在逼着企业家沉默?
虎嗅APP· 2025-05-06 09:30
Core Viewpoint - The article discusses the conflict between the founder of Pang Donglai and the influencer Chai Dui Dui, highlighting the broader implications of online defamation and the challenges faced by businesses in a digital environment where negative information spreads rapidly and often without accountability [2][9][12]. Group 1: Incident Overview - The conflict began on April 5, when Chai Dui Dui accused Pang Donglai of making excessive profits from selling jade, claiming to have evidence [3]. - Pang Donglai responded by publicly sharing sales data, pricing standards, and even third-party product testing results, while also offering refunds for quality issues [3]. - The situation escalated between May 2 and 3, with Pang Donglai threatening to withdraw from his business and shut down operations if legal actions were not taken against Chai Dui Dui [4]. Group 2: Industry Implications - The article emphasizes that this incident reflects a larger issue within the industry, where businesses are often forced to prove their integrity in the face of unfounded accusations, leading to a reactive rather than proactive stance [9][10]. - Similar incidents have occurred in the industry, such as with Jinlongyu and Three squirrels, where companies faced public scrutiny despite their efforts to clarify and rectify issues [11][12]. - The article argues that the current environment rewards those who spread negativity while punishing honest businesses, creating a cycle of distrust and fear [11][12]. Group 3: The Role of Social Media and Capital - The article points out that social media platforms prioritize emotionally charged content over factual accuracy, leading to a situation where negative information spreads faster than positive [18][19]. - It highlights that the current economic model incentivizes controversy and emotional engagement, with capital backing those who create divisive content [19][20]. - The article suggests that this environment has led to a "data Darwinism" where honest businesses struggle to survive while those engaging in negative practices thrive [22][29]. Group 4: Business Practices and Future Considerations - Pang Donglai's business model, which includes high employee benefits and a commitment to transparency, is presented as a potential solution to the current challenges faced by businesses [30][31]. - The article argues for a shift towards a more humane capitalism that values long-term trust and value creation over short-term emotional engagement [34][35]. - It concludes by calling for a cultural awakening where consumers consciously choose to support ethical businesses and reject low-quality, sensational content [34][35].