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成都:支持发展绿色氢能、低空经济、商业航天和算力等新兴产业
news flash· 2025-07-16 12:06
近日,成都市委办公厅、市政府办公厅印发了《成都市推动县市新城高质量发展实施方案》。其中提 出,增强先进制造业基地承载功能。发挥空间承载等优势,承接先进制造功能性引领性项目,推动装备 制造、先进能源、新型材料产业向简阳市、彭州市、金堂县倾斜布局,打造成都制造业战略增量区域。 运用数智赋能和绿色技术改造提升白酒、家居等传统产业,做强动力电池、智能终端等细分领域,争创 国家级中小企业特色产业集群,提升邛崃市、崇州市先进制造业能级。支持有根企业扩能提质,深化低 效闲置用地、厂房楼宇再开发,持续拓展产业新空间,推动都江堰市、大邑县、蒲江县壮大医药健康、 绿色食品等特色优势产业。支持发展绿色氢能、低空经济、商业航天和算力等新兴产业,争取关键产业 备份项目落地。(人民财讯) ...
2025年中期宏观策略展望
2025-07-16 06:13
各位下午好我是普云国际首席宏观分析师金晓文最近我们刚刚发布了下半年的宏观经济展望这儿也是想借此机会跟大家讲一下我们对下半年经济的一些主要的看法 首先除了两个国家的经济之外相信关税对不管是中美还是全世界的大部分国家的经济今年的可能影响都是比较大的所以我们首先想跟大家讲一下关税战接下来会如何演变的问题 特朗普上台以来他的关税政策应该说是引发了全球的一个矩阵尤其是他4月2号的对等关税政策对等关税政策应该说是远超大家的预期虽然说他之后有所找补就是暂缓了中国以外的对等关税的实施之后也是跟中国达成了90天的修正协议 但是由它引起的关税方面这一个不确定性依然是在困扰着这个市场的一个发展我们也是可以看一下说这个个性化部分的对等关税应该说都是比较高的中国大陆有34%日本和欧盟这边也是维持在一个比较高的水平上 在双边的谈判方面我们看到应该说只有英国和美国达成了一个贸易协定英国是少数美国的贸易伙伴中对美国存在着贸易顺差而不是逆差的国家所以就不难理解双方谈判会比较推进值得注意的是作为后续谈判的一个 一个重要的参考美国依然保留了对英国大部分进口商品10%的最低的基准关税其次谈判比较快的可能就是像越南和台湾等对美国经济依赖比较高的国家和 ...
第三届中国国际供应链促进博览会今起在北京举行 链博会“南京日”邀全球共赴“南京之约”
Nan Jing Ri Bao· 2025-07-16 02:27
"宁"好!7月16日—20日,第三届中国国际供应链促进博览会(以下简称"链博会")在北京举行, 这是链博会首次将举办时间提前至夏季。而就在7月17日下午,链博会也将首次迎来"南京日"活动,正 式开启"南京时间",让城市在国家级展会上一展风采,邀全球共赴"南京之约"。 据悉,本届链博会共设置先进制造链、清洁能源链、智能汽车链、数字科技链、健康生活链、绿色 农业链等6大链条和供应链服务展区,展现全球产业链供应链合作最新成果和经验。展会吸引651家企 业和机构携500多家上下游合作伙伴亮相,参展商涉及75个国家、地区和国际组织,境外参展商占比达 35%。在参展企业中,世界500强企业84家,中国500强企业86家。 打开窗户,才能看到新景色。记者了解到,以"IN南京——链接全球,与宁同行"为主题,"南京 日"活动将在中国国际展览中心(顺义馆)W105展位举行,搭建南京与国内外工商界的对话平台,集中 展示南京在重点产业链供应链中的优势地位、发展机遇与合作潜力。活动拟邀请国际商协会组织与机 构、世界500强企业、央企、产业链供应链龙头企业负责人等百余人出席,携手各方促进产业链接、企 业融通、产学研协同与中外企业互动,构 ...
武汉这十年,万物生长
Chang Jiang Ri Bao· 2025-07-16 00:48
2015年12月举行的中央城市工作会议强调,"提高新型城镇化水平,走出一条中国特色城市发展道路";今年7月14日至15日举行的中央 城市工作会议再次强调,"走出一条中国特色城市现代化新路子"。 十年来,党中央对城市工作的要求既一脉相承、更与时俱进。这不仅是武汉深入贯彻党中央对城市工作要求的十年,也是城市能级提 升、治理智慧化、活力涌动、空间有序生长的十年。 "万"象更新 武汉GDP迈上2万亿新台阶 半个多月前,武汉华工科技第三届创新日活动上,涵盖光通信、激光装备、AI+工业制造等领域的9项最新科技产品同时亮相,成为武 汉光电子信息产业坚持创新投入,保持全球竞争力的真实写照。 从光电子信息到新能源与智能网联汽车,从大健康到高端装备制造再到北斗,这十年,武汉优势产业从生根发芽到茁壮生长,吸引一 批又一批全球知名企业、青年创业者扎下深根,共同培育壮大新质生产力,更成为支撑城市经济增长的中坚力量。 国内外知名企业频频投资加码,看中的不只是武汉的科技、人才资源,更是对武汉未来的充分期待。 无论是阔别家乡数载的游子,还是多年后再次来访的游客,这些年踏上武汉这片土地时都禁不住感叹:"武汉,真的不一样了。" 2015年,中央 ...
恭喜!福田跑出6家全球独角兽!| 湾区福财讯
Sou Hu Cai Jing· 2025-07-15 15:23
Group 1 - The core concept of "unicorn" companies refers to privately held startups founded within the last 10 years, valued at over $1 billion, possessing unique core technologies and competitive advantages [1][3] - The latest Global Unicorn Index 2025 lists a total of 1,523 unicorns worldwide, with 203 new unicorns emerging, averaging one new unicorn every two days [4][3] - China ranks second globally with 343 unicorns, primarily in the semiconductor, AI, and new energy sectors [4] Group 2 - Shenzhen has 37 companies listed in the Global Unicorn Index 2025, ranking 6th globally and 3rd domestically, with 5 companies in the global top 100 [5][6] - The six unicorns from Futian District include Honor, HuoLaLa, JiaLiChuang, XinRuiPeng, KK Group, and YuanRongQiXing, with a total valuation of 340.5 billion RMB [7][6] - The industries represented by the Futian unicorns include consumer electronics, logistics, semiconductors, health technology, new retail, and artificial intelligence, showcasing a diverse and innovative ecosystem [9][6] Group 3 - Honor, ranked 20th globally, has a valuation of 170 billion RMB and is recognized as a leading AI terminal ecosystem company [9][6] - HuoLaLa, ranked 69th globally, is valued at 67 billion RMB and utilizes AI-driven logistics innovations to expand its global market presence [9][6] - YuanRongQiXing, based in the He Tao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone, focuses on high-level intelligent driving and plans to launch over 10 cooperative models by 2025 [11][6] Group 4 - Futian's success in attracting unicorns is attributed to its strong economic foundation, with a GDP per square kilometer exceeding 75 million RMB, despite occupying only 4% of Shenzhen's area [12][14] - The district's favorable business environment, efficient government services, and significant contributions from the financial sector and emerging industries support the growth of unicorn companies [14][15] - The Futian government has established guiding funds to support the development of unicorns and is focused on building new engines of growth through technology, industry, and economy [15][14]
新就业动能加速形成,多举措提振企业用人信心
Employment Situation - The national urban survey unemployment rate averaged 5.2% in the first half of the year, a decrease of 0.1 percentage points from the first quarter, indicating overall stability in the employment situation [1] - In June, the urban survey unemployment rate was 5.0%, remaining stable both year-on-year and month-on-month, reflecting a steady employment landscape [1] - The unemployment rate for local registered labor was 5.1%, up 0.1 percentage points from the same period last year, while the rate for migrant labor was 4.8%, unchanged from last year but down 0.2 percentage points from the previous month [1] Policy Measures - The State Council issued a notification with 19 policy measures aimed at stabilizing employment, enterprises, markets, and expectations to promote high-quality economic development [1][3] - The notification includes social insurance subsidies for small and medium-sized enterprises that sign contracts with key groups, covering 25% of individual contributions for one year [3] - A proposal was made to provide insurance subsidies for youth aged 21-26, potentially benefiting 67 million people annually and a total of 340 million over five years [3] Job Market Trends - Traditional industries such as real estate, internet, and finance have seen a reduction in job openings, while new employment drivers are emerging in modern services and new industries [2] - The human-shaped robot industry experienced a 409% increase in job openings, with significant growth also noted in new materials, pet services, and smart hardware sectors [2] - Experts noted that despite fluctuations due to U.S. tariff policies, China's economy has shown resilience and continued stable growth [2] Youth Employment and Consumption - High-quality employment is expected to stimulate consumer spending, particularly among youth, who are significant contributors to consumption demand [4] - Social insurance subsidies can enhance disposable income for youth and improve their employment expectations, thereby boosting consumer confidence and reducing conservative savings [5]
97年亿万富翁:热爱不是目的,而是玩出来的结果
Hu Xiu· 2025-07-15 13:44
前段时间,我和"搞钱狂魔"徐皓天展开了一场直播连麦对话。23岁、年入过亿,这个名字和这些标签, 相信大家都不陌生了。在我的印象里,皓天观点犀利直接、思维极其理性,仿佛"热爱"这种感性的词 汇,天然与他绝缘。 但正是这种强烈的反差,让我对这次对话格外期待。比如,他会怎样理解"热爱"?他在选项目的时候会 考虑哪些标准?对于渴望开启第二曲线的30~40岁人群,他会给出什么样的建议? 带着这些好奇和疑问,我邀请徐皓天进行了一场深度对话。 我们把这次与"皓式犀利"的对话精华整理成文章,分享给你。不论你是在探索热爱,还是在事业转型中 寻求突破,相信皓天的视角都能给你带来启发。 一、把热爱变成事业是有前提的 凯莉彭:请皓天先介绍一下自己吧。 徐皓天:我的介绍很简单。基本上各位在网上搜索"徐皓天",就能看到很多视频,大多是别人采访我, 我自己账号发布的并不多。 我和凯莉是上次在硅谷由李尚龙介绍认识的。跟凯莉拍了条采访视频,结果干出那么大的播放量。 当时初衷很简单,因为初到硅谷,就想让当地的华人朋友认识认识我。没想到一下子出圈了,感觉隔壁 楼下老太太都认识我了。 我是19岁开始创业,目前从事医疗健康消费领域。 之前创过很多次业 ...
国家统计局:上半年消费动力足 下半年消费政策还将继续加力
Sou Hu Cai Jing· 2025-07-15 13:08
Core Viewpoint - In the first half of the year, final consumption expenditure contributed 52% to China's economic growth, highlighting the emergence of new consumption patterns and models that invigorate economic momentum [1] Group 1: Consumption Data - In the first half of the year, the total retail sales of consumer goods reached 24.55 trillion yuan, representing a year-on-year growth of 5%, with a second-quarter growth of 5.4%, accelerating by 0.8 percentage points compared to the first quarter [3] - The structure of consumption shows an increase in the proportion of service consumption, with holiday consumption driving significant growth, particularly during the "Spring Festival," "May Day," and "Dragon Boat Festival," which saw record high numbers of travelers [3][5] - Certain upgraded consumption categories, such as sports goods and gold and jewelry, experienced accelerated growth, while the "old-for-new" policy boosted the consumption of new energy vehicles, energy-saving appliances, and smart home devices [3] Group 2: Policy and Future Outlook - The expansion of the visa-free "circle" has led to an increase in foreign tourists visiting China, which in turn stimulates domestic consumption, with a 72.7% year-on-year increase in foreign visitors during the "May Day" and "Dragon Boat Festival" holidays [5] - The continuation of supportive consumption policies indicates a strong foundation for consumption development in the second half of the year, as China is at a critical stage of consumption structure upgrading, with per capita GDP stabilizing above $13,000 for two consecutive years [7] - The future growth potential of consumption in China is viewed positively, with expectations for continued policy support to improve residents' income levels and enhance the consumption environment [9]
资源整合与内循环驱动:东莞强盛集团多元市场布局的优势密码
Sou Hu Cai Jing· 2025-07-15 10:51
Group 1: Strategic Overview - Dongguan Qiangsheng Group is focusing on multiple markets including liquor, health and beauty, finance and taxation, music IP, and agricultural environmental protection, aiming to create a comprehensive future layout [2][4][6] - The core of this diversified strategy is resource integration, striving for resource circulation and internal financial flow to inject strong momentum for sustainable development [2] Group 2: Liquor Market - The liquor market, particularly the sauce-flavored liquor segment, is experiencing a surge in popularity due to its cultural significance and large consumer base [2] - Qiangsheng Group plans to leverage its resources to integrate quality brewing enterprises, ensuring quality control while innovating marketing strategies to expand the consumer market [2] Group 3: Health and Beauty Market - The health and beauty market is witnessing explosive growth driven by rising living standards and increasing consumer demand for health and beauty services [4] - Qiangsheng Group aims to create a one-stop service platform by integrating resources in medical beauty and health maintenance, utilizing its financial advantages to introduce advanced equipment and professionals [4] Group 4: Finance and Taxation Market - The finance and taxation market is crucial for business operations, and Qiangsheng Group is providing precise financial services to various enterprises [4] - By integrating industry resources and building a comprehensive service system, the group aims to optimize financial structures and facilitate efficient capital turnover within its ecosystem [4] Group 5: Music IP Market - The music IP market is vibrant and creative, and Qiangsheng Group can integrate resources in music creation, copyright operation, and artist management to establish a full industry chain model [4] - The group plans to invest in talented music teams and monetize through diverse channels such as performances, advertisements, and film scoring [4] Group 6: Agricultural Environmental Protection Market - The agricultural environmental protection market holds significant potential, and Qiangsheng Group can integrate resources in agricultural production, processing, and ecological protection [6] - The group aims to develop sustainable agricultural models by utilizing advanced technologies to enhance production efficiency and reduce environmental pollution [6] Group 7: Interconnected Market Strategy - Qiangsheng Group will leverage its resource integration capabilities to create tight connections between various market segments [6] - For example, financial services can support other business segments, while customer resources from the health and beauty sector can be linked with events in the music IP and liquor markets [6]
刘靓:量化生命,AI+长寿科技助力百岁时代 | 钛资本医疗健康组
Tai Mei Ti A P P· 2025-07-15 08:15
文 | 钛资本研究院 AI技术的出现带来了诸多机遇,尤其是在生物科学领域,其应用历史已较为悠久。从阿尔法狗击败李 世石引发视频识别热潮,到阿尔法折叠破解蛋白质结构,再到2022年ChatGPT和DeepSeek的发展,AI被 广泛视为提升效率的工具。然而,其在生物科学领域的应用更为深远,尤其是在推动人类健康和长寿方 面。 最近,钛资本邀请华大创新CEO刘靓博士进行分享,他是中欧国际工商学院高级工商管理硕士、麻省理 工学院(MIT)工学博士及博士后研究员,兼具顶尖学术背景与15年科技产业实战经验,在MIT领导智 慧城市科研项目(总额5000万美元),归国后主导常州高新区180亿产值园区运营并发起35亿元投资基 金,参股新浪微博基金;曾任上海国盛集团投资总监,操盘多家上市公司资本运作。创业领域覆盖华大 集团双创平台"蓝色彩虹"、风险投资基金"奇迹之光"及宠物板块。现任南山政协委员、福布斯专栏作 家,以"科技产业化先锋"身份持续推动创新与投资融合。主题是:量化生命,长寿科技+AI助力百岁时 代。主持人是钛资本董事总经理方昕,她是浙江大学经济学博士,公众号"芳博士"原创作者,主管政 府、企业生态圈合作业务,同时专注生 ...