Group 1 - JD.com announced rewards for children of frontline employees who were admitted to universities, including cash gifts, free campus delivery, and priority employment opportunities [1][2] - Many listed companies have introduced family-oriented benefits, such as flexible working arrangements, maternity subsidies, and educational allowances [2][4] - The sustainability of these benefits, their effectiveness, and fairness to other employees are questioned [3][12] Group 2 - Companies like Haidilao and Ctrip have developed comprehensive welfare systems for employees' families, which include housing subsidies and educational allowances [6][10] - Ctrip has implemented various maternity benefits since 2015, including transportation costs during pregnancy and subsidies for childbirth, with a total investment expected to reach 1 billion yuan [10] - The welfare policies are seen as a way to enhance talent attraction and employee loyalty, contributing to long-term business growth [7][12] Group 3 - The extension of welfare policies to employees' families is part of ESG (Environmental, Social, and Governance) considerations, with a focus on employee well-being [9] - Companies are moving towards multi-layered and diversified welfare systems rather than one-time benefits, aiming to provide comprehensive support [10] - The effectiveness of these welfare policies in retaining employees and enhancing productivity remains uncertain, with some concerns about potential negative effects on employee motivation [12][13] Group 4 - There are concerns about the fairness of welfare policies, particularly if benefits are concentrated on employees with children, potentially alienating those without [12][14] - Companies like Ctrip emphasize inclusivity in their welfare policies, ensuring that all employees have equal opportunities for career development regardless of their parental status [14]

香港财政司司长：进一步"拆墙松绑" 增添地区经济活力 7月30日，香港特区政府发布《香港营商环境报告》。图为现场媒体在报告发布记者会上举手提 问。 中新社记者 李志华 摄 编辑：张嘉怡 陈茂波举例道，不少市民希望能在炎炎夏日中吹着冷气欣赏维多利亚港美景，亦期待在秋意渐凉之际喝 着咖啡在海滨漫步。这不仅能为市民和游客提供放松休闲好去处，还可带动相关经济活动，造就协同效 应，让美丽的维港为香港活力动感之都的氛围添上浪漫气息。 他表示，今年第二季香港出口、本地消费和固定投资——"三驾马车"同时取得正增长，整体经济按年增 长3.1%，连续第十个季度录得正增长。零售销货价值在5月和6月重新录得轻微按年增长，第二季微升 0.3%。即将公布的第二季食肆总收益，预计有轻微增长。 陈茂波在网志中说，上述数字显示零售和餐饮等行业的经营呈"稳住"迹象，但不能否认它们目前仍受到 较大压力，期待业界继续努力，以创新带来新的增量。特区政府会继续同业界和市民携手努力，为香港 创造更多提振消费机遇。 他表示，香港住宅物业楼价继续靠稳，租金表现强韧，交投量显著转趋活跃，第二季每月平均成交数字 增至约5600宗，按季上升约37%。因应楼价回稳， ...

Group 1 - The event "Enjoy Consumption · Shopping in Ningbo" aims to integrate "department retail + catering" to promote the deep fusion of Zhejiang's characteristic dining culture with department stores, injecting new momentum into the urban economy [3][6] - The coffee market event held from August 3 to August 5 at Ningbo Shanjing Outlets featured local boutique coffee shops and independent cafes, offering unique drink tastings and sales, enhancing consumer engagement [3][5] - The event included special promotions such as the distribution of consumer coupons to stimulate consumer enthusiasm and featured a variety of exclusive market coffee and food items, attracting many visitors [3][5] Group 2 - The event was organized by Ningbo Municipal Bureau of Commerce, with support from various local financial institutions and the Ningbo Shanjing Outlets, highlighting collaboration among different sectors [6]

Core Viewpoint - Guizhou, particularly its capital city Guiyang, is emerging as a significant player in the coffee and culinary scene, transforming from an overlooked region to a vibrant hub for coffee culture and local cuisine [4][10][12]. Group 1: Coffee Culture in Guiyang - Guiyang has become known as the "Coffee Champion City" with over 3,000 coffee shops, making it one of the cities with the highest coffee shop density in China, with a ratio of one coffee shop for every 2,000 residents [12][16]. - The local coffee culture emphasizes quality and craftsmanship, with a history dating back to 2005, leading to a competitive environment that has fostered skilled baristas and innovative coffee offerings [13][15]. - Guiyang's coffee scene is characterized by unique local flavors, with drinks like "Erythronium American" and "Wood Ginger Special" that blend traditional Guizhou tastes with coffee [15][32]. Group 2: Rise of Guizhou Cuisine - Guizhou cuisine is rapidly gaining popularity in major cities, with new brands expanding quickly and often requiring long wait times for customers [20][22]. - The distinct flavor profile of Guizhou cuisine, known for its "spicy, sour, and fresh" characteristics, is a key factor in its appeal, featuring dishes like sour soup and various fermented foods [22][24]. - The transformation of Guizhou cuisine into a high-end dining experience has attracted a younger demographic seeking unique culinary experiences, blending traditional elements with modern aesthetics [24][27]. Group 3: Consumer Behavior and Market Dynamics - Guiyang residents are willing to spend on experiences that enhance their quality of life, ranking second nationally in a survey on spending to please oneself [16][28]. - The slower pace of life in Guiyang allows residents to explore diverse food options, leading to a culture of culinary discovery that values local and authentic dining experiences [28][29]. - The local market is characterized by a blend of traditional flavors and the incorporation of external influences, allowing Guizhou cuisine to adapt and thrive in new environments [29][34]. Group 4: Challenges and Future Outlook - Despite the rapid expansion of Guizhou cuisine brands, most remain small-scale, with over 99% having five or fewer locations, indicating a slow national expansion [34][36]. - The culinary industry faces challenges of maintaining authenticity while innovating, as some consumers express concerns over the rising costs and perceived loss of traditional flavors [36][37]. - The ongoing evolution of Guizhou's culinary scene suggests that balancing unique local characteristics with modern trends will be crucial for sustained success [36].

特朗普能否达成更多贸易协定。 美股尾盘跳水，道指周跌2.92%，纳指周跌2.17%，标普500指数周跌2.36%，欧洲三大股指下挫，英国富时100指数周跌0.57%，德国DAX 30指数周跌 3.27%，法国CAC 40指数周跌3.68%。 本周看点颇多，美国ISM服务业调查将受到密切关注，因为投资者将继续权衡未来几周美联储降息的可能性，特别是在7月份美国就业数据远低于预期之 后。 关税大部分将于8月7日生效，有关关税协议的进一步消息也成为焦点。央行方面，英国央行料重启降息，日本央行会议纪要将展示关税对经济影响的评 估。 上周国际市场风云变幻，美国总统特朗普在8月1日关税谈判到期日公布一系列所谓"对等关税"决定，美联储按兵不动。 美国服务业能否保持韧性 美联储上周按兵不动，美联储主席鲍威尔在会后新闻发布会上表示，今年上半年经济增长有所放缓，但美联储完全有能力应对潜在的发展。谈及关税的影 响，"更高的关税已经开始体现在一些商品的价格上，但对经济活动和通货膨胀的总体影响还有待观察。" 然而随后公布的7月就业数据削弱了此前对美国经济的乐观情绪，并重新点燃了美联储可能在9月降息的前景。投资者将密切关注关税和政策不确定 ...

转自：新华财经 新华财经上海8月3日电（葛佳明）本周（7月28日-8月1日），全球风险资产受美联储7月议息会议、美国通胀和就业数据影响而大 幅波动，全球各国股市多数承压下挫。美元指数一度大幅上行并重回100整数关口，现货黄金一度因美元走强而承压下跌，后因避 险情绪升温短线走强。 美股方面，美国7月非农新增就业低于预期，前两个月的数据合计大幅下修25.8万，引发市场对美国经济衰退担忧和美联储降息预 期升温，美股三大股指均大幅下挫， 标普500指数本周累计下跌2.36%；道琼斯工业平均指数本周累跌2.92%；纳斯达克指数本周 累跌2.17%；罗素2000指数本周累跌4.17%；恐慌指数VIX本周累计上涨36.70%。 欧股方面，欧洲各国股指多数下挫。欧洲STOXX 600指数本周累计下跌2.57%，德国DAX 30指数本周累计下跌3.27%，法国CAC 40指数本周累跌3.69%，英国富时100指数本周累跌0.57%。 亚太股市方面，日本央行维持政策利率0.5%不变，并大幅上调2025财年通胀预期0.6个百分点至2.7%，日本央行议息声明"偏鹰"但 日本央行行长表态"偏鸽"，日经225指数全周累计下挫1.58%， ...

Core Insights - The report titled "Leading Change: Climate Information Disclosure and Outlook for Key Industries of Hong Kong Listed Companies" focuses on the status of climate information disclosure and low-carbon transition among Hong Kong listed companies [1][5] - It highlights the urgent need for companies to improve climate information disclosure and develop net-zero transition plans, especially in light of new mandatory disclosure requirements set to take effect in January 2025 [4][11] Industry Analysis - The report examines six key industries: apparel, food and beverage, household goods, hotels, logistics, and transportation and automotive [5][11] - It identifies significant gaps in three areas: 1. Over half of the companies have not disclosed Scope 3 emissions data, which accounts for approximately 70% of total emissions in the consumer goods sector [1][14] 2. Most companies lack science-based decarbonization targets; while 85% have reduction commitments, 57% have not set or followed international standards [1][14] 3. Only 10% of surveyed companies have well-developed net-zero transition plans [1][14] Regulatory Context - Hong Kong's regulatory environment is evolving, with the Hong Kong Stock Exchange (HKEX) implementing new climate-related disclosure requirements aligned with IFRS S2, effective January 2025 [11][32] - The new requirements aim to enhance transparency and consistency in ESG disclosures, which are crucial for sustainable finance and corporate responsibility [11][32] Future Outlook - As new disclosure requirements are implemented, companies are expected to change their disclosure practices, potentially narrowing data gaps [2][11] - Companies that address data and knowledge gaps may attract more funding, facilitating their transition and sustainable growth [2][11] Recommendations for Companies - Companies are encouraged to improve supply chain transparency, integrate sustainability into procurement strategies, and actively engage stakeholders to implement effective decarbonization plans [19][22] - Specific steps for disclosing Scope 3 emissions data include identifying relevant activities, determining boundaries, collecting data, allocating emissions, and publicly disclosing the information [44][45]

见闻财经日历 WSCN Economic Calendar w 华尔街见闻 | 时间 地区 | | 内容 | | 预期 | 前值 | | --- | --- | --- | --- | --- | --- | | 8月4日 周一 | | | | | | | 数据 | | 元 | | | | | 事件 | | 元 | | | | | 8月5日 周二 | | | | | | | 数据 | 国内 | 09:45 中国 7月标普全球中国PMI（原财新PMI） | | | 50.6 | | 海外 | | 22:00 美国 7月ISM非制造业指数 | | 51.5 | 50.8 | | 事件 | | 元 | | | | | 财报 | 国内 | 海光信息 海外 | 百胜中国 控股有限 公司、辉 瑞制药、 超威电 脑、 | | | | | | | SoftBank Group | | | | 8月6日 周三 | | | | | | | 数据 | | 无 | | | | | 事件 | | 元 | | | | | 财报 | 海外 | AMD公司、麦当劳、诺和诺德 | | | | | 8月7日 周四 | | | | | | | 国 ...

截至目前，科左中旗累计为18名符合条件的创业者发放一次性创业补贴共计16万元。这些"真金白银"不 仅切实缓解了创业者面临的资金压力，更让他们感受到了政策的温暖。(记者 薛一群) "这笔补贴真是及时雨!3000元付清了货款，4000元备足了奶茶原料，还留了3000元应急资金，现在心里 踏实多了。"7月30日，科左中旗保康镇港斯奶茶店老板吴玲玲告诉记者，政府发放的一次性创业补贴有 效缓解了资金周转难题，如今店铺客流正在稳步上升。 今年以来，科左中旗持续升级"家门口就业服务"工作，打出政策服务"组合拳"。一方面，当好创业者 的"贴心服务员"。针对不同行业的特点，提供经营管理、电商运营等职业技能培训，提升"硬实力"。同 时，建立创业项目库，筛选出本地特色、成功率较高的项目供创业者参考，有效降低试错风险。另一方 面，不断优化服务"全链条"，让创业者"少跑腿、多办事"，进一步简化补贴申请材料，推行"承诺制"办 理，大幅缩短了申请时间。同时，建立"常态化监测+动态帮扶"机制，每季度主动回访创业者，及时了 解他们在用工、融资等方面遇到的新问题，并迅速协调解决，为像吴玲玲一样的创业者提供精准帮扶。 这种"保姆式"的服务，确保政 ...

Core Points - The "Village Super" football event in Guizhou's Rongjiang has made a strong comeback after severe flooding, showcasing resilience and community spirit [1][11][36] - The event is not just a sports competition but a vital part of Rongjiang's cultural tourism and economic recovery strategy [11][36] Group 1: Event Resumption - The "Village Super" resumed with a "Super Saturday" event on August 2, just over a month after the area faced significant flooding [1] - The local community has shown remarkable recovery, with daily life returning to normal, including bustling markets [3][7] - The event attracted not only local spectators but also those who participated in disaster relief efforts, highlighting community gratitude [4] Group 2: Economic Impact - "Village Super" is crucial for Rongjiang's cultural tourism development, especially as it is one of the last poverty-stricken counties in China [11] - The event's popularity has drawn attention to Rongjiang, aiding in the recovery of the local tourism industry post-disaster [11] - Local hotels and restaurants have seen a surge in bookings, with hotel occupancy rates nearing 90% just days before the event [27] Group 3: Recovery Efforts - The local government has been proactive in disaster recovery, providing support to businesses affected by the flooding, including low-interest loans and tax relief [17][28] - The restoration of the football field and related infrastructure has been a priority, with local officials closely monitoring progress [19][20] - Community members have actively participated in recovery efforts, demonstrating solidarity and optimism for the future [36]