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没想到现在二线城市,起势这么猛
虎嗅APP· 2025-04-28 13:35
以下文章来源于真叫卢俊 ,作者真叫卢俊团队 真叫卢俊 . 认认真真聊地产,实实在在谈买房。 本文来自微信公众号: 真叫卢俊 (ID:zhenjiaolujun0426) ,作者:余奔雷,题图来自:AI生成 世上唯一不变的就是变化,而年初到现在,国内一个最大的变局,就是一二线城市之间的疯狂博弈。 从杭州的超新星式爆发,到提问后迅速做出反应的南京,再到拼命抢人抢产业的深圳...... 可见随着这波二线城市的强势崛起,一线的宝座似乎也不那么稳当了。 之前我们写过杭州已经接近一线水平,但除了杭州,其实有更多强二线城市逐渐露头,评论区更是引发了一波讨论。 而当我们用脚走过这些二线城市,更能深刻感受到它们中有些真的不甘平庸,正努力站到台前聚光灯下。 不夸张地说,此时此刻的它们,也许未来某一天就是彼时彼刻的北上广们。 一、成都:全国楼市一次绝对的异 军突起 这两年我们走过最多的城市就是成都。 某种程度上,成都确实已经是国内楼市第一城了,数据就是最好证明。 3年前商品房成交量取代武汉,从此成为全国第一。去年一二手成交双双拿下全国销冠,超过了上海和北京。而今年一季度月均成交2.9万套,超过了 上海小阳春的2.3万。 无论对比一 ...
金山办公首季营收13.01亿元 加码企业级AI办公市场
Zheng Quan Shi Bao Wang· 2025-04-23 12:59
海外业务方面,WPS个人业务通过本地化运营及差异化功能,本期收入也实现了高速增长。 4月23日晚间,金山办公发布了2025年一季报。报告期内,金山办公营收、利润均保持增长态势:营业 收入13.01亿元,同比增长6.22%;归母净利润4.03亿元,同比增长9.75%;归母扣非净利润3.90亿元,同 比增长10.72%。 个人业务营收占比近七成 主营业务方面,金山办公一季度个人业务收入8.57亿元,同比增长10.86%。 近年来,金山办公不断丰富产品体验和会员权益,积极适应市场环境变化,将提升AI活跃用户数作为 核心目标,推动用户基数及付费用户数持续增长,带动国内WPS个人业务稳健增长。 2023年,金山办公推出智能办公助手WPS AI,2025年2月,WPS AI数据助手升级,增添深度思考能 力,并结合金山办公自主研发的文档图片识别与理解、图表引擎、跨格式数据融合等技术,接入WPS 智能表格、WPS多维表格、WPS表格,成为国内办公软件赛道首个支持表格类产品深度思考的AI应 用。2025年4月,金山办公首次公开PPT文生图模型,持续推动WPS AI在智能办公领域的技术突破。 IDC最新数据显示,今年一季度,中国 ...
山西证券研究早观点-2025-03-25
Shanxi Securities· 2025-03-25 03:28
Market Trends - The domestic market indices showed slight fluctuations, with the Shanghai Composite Index closing at 3,370.03, up by 0.15% [2] - The agricultural sector's performance was mixed, with the agricultural and forestry sector declining by 0.94% during the week [3] Agricultural Sector Insights - The demand for aquaculture feed is expected to bottom out and recover, with a positive outlook for Haida Group [3] - The average price of live pigs in key provinces showed mixed results, with prices in Sichuan, Guangdong, and Henan at 14.65, 15.62, and 14.57 CNY/kg respectively [3] - The overall financial situation in the pig farming industry is under significant pressure, with a focus on reducing debt rather than rapidly increasing production capacity [3] - Recommendations include companies like Wen's Foodstuffs, Shennong Group, and New Hope in the pig farming sector [3] Chemical Raw Materials Sector - The new materials sector saw a decline, with the new materials index down by 2.54% [4] - The domestic aviation SAF (Sustainable Aviation Fuel) pilot program has entered its second phase, with a focus on green transformation in the aviation industry [5] - The global SAF market is expected to face supply-demand tightness, with a projected global production of 2.1 million tons in 2025 [5] Solar Energy Sector - The solar energy sector saw a significant increase in installed capacity, with 39.5 GW added in January-February 2025, a 7.49% increase year-on-year [7] - The price of polysilicon remained stable, with the average price at 40.0 CNY/kg [8] - Recommendations for investment include companies like Longi Green Energy and Aiko Solar, focusing on new technology and supply-side improvements [8] Coal Industry Insights - The coal market is experiencing a slight decline in prices, with the reference price for thermal coal at 682 CNY/ton, down by 1.45% [12] - The metallurgical coal sector is expected to stabilize as downstream demand improves, with a focus on macroeconomic policies [14] - Investment recommendations include companies like China Shenhua and Shaanxi Coal and Chemical Industry, which are seen as undervalued [18] Precision Injection Molding Sector - The company specializes in precision injection molding, focusing on lightweight trends in automotive and robotics sectors [19] - The company is expanding its production capacity and has established stable partnerships with major automotive and appliance manufacturers [21] - The projected net profit for the company is expected to grow significantly over the next few years, with a strong outlook for the lightweight materials market [21] Retail Sector Insights - Miniso reported a revenue of 16.45 billion CNY in 2024, with a year-on-year growth of 24.84% [25] - The company is focusing on expanding its overseas market presence while optimizing its domestic operations [24] - The expected revenue growth for Miniso is projected to accelerate in the coming years, with a strong emphasis on improving profit margins [24]