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东北留守族的三代困境:青年蛰居、中年失业,和老年养家
3 6 Ke· 2025-05-10 07:06
中午十二点半,七楼住户用力敲响了五楼的房门,"大中午的弹琴,还让不让人休息了!"这是沈阳一家国企的职工住宅楼。开门的是一位消瘦的老太太, 老太太解释说自己老伴是退休职工,孙女小花最近没找到工作,过来散心,弹琴解闷,没想到打扰了邻居午休。 隔了一天,邻居在电梯里遇到了小花。小花的个子有178厘米,说话声音却小得像鹌鹑。邻居看似关心地探究小花为什么没上班?小花所答非所问,"现在 很多年轻人不都不上班嘛!我爸都失业了。我们一家五口,就我妈一个人上班。这么多人都找不到工作,我不上班不很正常!" 小花说的"五口人只有一个人上班"背后,是沈阳许多家庭中三代人的处境: 青年一代,据国家统计局数据显示,16到24岁青年调查失业率在暂停公布前已突破21%。全国统计局上海调查总队显示38%高校毕业生选择"慢就业"—— 先看看。据全国高等学校学生信息咨询与就业指导中心统计,高校毕业生的灵活就业占比,2020届为16.9%,2021届为16.25%。2022年全国高校毕业生留 存本地的人员仅占31.5%。 中年一代。沈阳作为老工业基地代表,汽车、机床、重型设备等支柱产业转型过程中,受到智能化浪潮的冲击,导致45到55岁的中年群体由于 ...
Kingsway(KFS) - 2025 Q1 - Earnings Call Transcript
2025-05-08 22:02
Financial Data and Key Metrics Changes - Consolidated revenue for Q1 2025 was $28.3 million, an increase of 8.4% compared to $26.2 million in Q1 2024 [16] - Consolidated adjusted EBITDA declined by $800,000 year-over-year, reflecting lower profitability in the extended warranty segment and higher holdcoat costs [16] - Trailing twelve month adjusted run rate EBITDA for the businesses, including recent acquisitions, stands at approximately $18 million to $19 million [15] Business Line Data and Key Metrics Changes - In the Kingsway Search Accelerator (KSX) segment, revenue was $11.7 million, up 23.3% year-over-year, with adjusted EBITDA also increasing by 23.3% [18] - Extended warranty segment revenue was flat at $16.7 million compared to Q1 2024, but cash sales increased by 3.7% year-over-year [21] - Adjusted EBITDA for the extended warranty segment was $800,000, down from $1.4 million in the prior year [22] Market Data and Key Metrics Changes - Cash sales in the extended warranty segment showed a sequential increase of 9.3% from year-end [21] - Trailing twelve month modified cash EBITDA for the extended warranty segment was up 11.7% year-over-year [22] Company Strategy and Development Direction - The company aims to compound long-term shareholder value through a decentralized management model and acquisitions of high-quality service companies [5] - Recent acquisitions, including Bud's Plumbing and Viewpoint, are expected to enhance the KSX platform and provide additional growth levers [10][9] - The company is focused on expanding its deal pipeline, which is currently the most active it has ever been [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory of the KSX segment, indicating that many businesses are nearing an inflection point for accelerated growth [13] - The extended warranty segment is entering a more favorable phase of recovery, with positive signs of cash sales growth [14] - Management highlighted the importance of patience in realizing value creation from investments in growth [40] Other Important Information - The company appointed two new independent directors to strengthen corporate governance [11] - A $6 million private placement was completed to fund the Bud's Plumbing acquisition, increasing total debt to $59.5 million [28] Q&A Session Summary Question: Can you provide any color on the Viewpoint acquisition and its strategic fit? - The acquisition was sourced by Drew at SPI and strategically fits by providing a cloud-native software solution for smaller resort operators in North America while expanding geographic reach [33] Question: Can you explain the J curve with search acquisitions? - The J curve represents the initial negative impact on profitability due to investments in talent and technology, followed by a period of growth as these investments pay off [37] Question: Can you share more about the robust deal pipeline? - The company has experienced operators building their M&A pipelines and is excited about potential acquisitions in fragmented markets [41] Question: Why is the owner of Bud's staying on for a one-year transition? - This is typical and desirable in search acquisitions to ensure a smooth transition of customer relationships and institutional knowledge [43] Question: Are there other industries targeted for platforms? - The company evaluates industries based on growth potential and operator fit, considering sectors like insurance brokerage and wealth management for future platforms [46]
机动车环境监管将优化,试行货车差异化定期排放检验制度
Di Yi Cai Jing· 2025-05-08 01:43
目前全国机动车氮氧化物排放量占氮氧化物总排放量的34%以上。当前机动车污染物排放对大气质量影 响凸显,已成为城市大气污染的重要来源。 国家将进一步优化机动车环境监管,围绕机动车特别是货车排放领域问题,落实车辆生产、所有、使 用、服务等各方责任,发挥科技赋能和部门协同优势,提高管理精准性和高效性,推动合规达标和污染 减排。 生态环境部、最高人民法院、最高人民检察院、国家发展和改革委员会、公安部、财政部、交通运输 部、商务部和国家市场监督管理总局印发的《关于进一步优化机动车环境监管的意见》(下称《意 见》)7日公布。 《意见》提出,试行货车差异化定期排放检验制度,开展现场检查强化车辆排放监管,加强高排放车辆 遥感筛查溯源;加强机动车排放检验机构监管,强化机动车排放检验与维护联动;完善机动车车载排放 诊断系统(OBD)系统功能,加强机动车排放召回管理,支持老旧机动车报废更新;实现各部门各层 级数据共享;提升数智化监管能力水平;完善法律法规和标准体系。 国家将试行货车差异化定期排放检验制度。图为货车司机在出车前对车辆进行检查。摄影 / 章轲 机动车检测机构是把握机动车尾气超标排放的关口。2024年9月起,生态环境部会 ...
FTAI Aviation (FTAI) 2025 Conference Transcript
2025-05-06 14:15
FTAI Aviation Conference Call Summary Company Overview - **Company**: FTAI Aviation - **Industry**: Aviation Maintenance, Repair, and Overhaul (MRO) and Engine Leasing - **Core Business**: Outsourced engine maintenance primarily for CFM 56 and V2500 engines, which are widely used in commercial aircraft fleets [4][5] Key Points and Arguments Business Model and Strategy - FTAI Aviation focuses on acquiring, rebuilding, and leasing engines, providing flexibility and cost savings to airlines and lessors [4][5] - The company aims to capture approximately 25% market share in the engine maintenance sector, with a current annual maintenance spend of $22 billion for the targeted engines [5][6] - A strategic capital initiative (SCI) was launched to own and manage a portfolio of aircraft, enhancing visibility and efficiency in engine maintenance [6][11] Financial Performance and Projections - FTAI generated approximately $1 billion in revenue from engine maintenance, representing under 5% of the total market spend [5] - The company expects to achieve $250 million in EBITDA from the new partnership under the SCI, with a target of $4 billion investment to own about 250 aircraft [12][11] - For 2025, FTAI projects $650 million in EBITDA from aerospace products and $500 million from leasing [52][56] Market Dynamics - The aviation maintenance market is expected to maintain a stable annual spend of $22 billion through 2030, despite potential declines in engine values due to new aircraft deliveries [63][64] - FTAI's business model allows it to optimize maintenance costs and turnaround times, providing a competitive edge over traditional MRO providers [19][24] Customer Response and Adoption - FTAI has over 100 customers, with high levels of repeat usage and positive feedback regarding cost savings and efficiency [26][27] - The company emphasizes the importance of engine availability and maintenance control, which differentiates it from traditional lessors [75] Capacity and Investment - FTAI has physical capacity for approximately 600 shop visits annually, with ongoing investments in facilities and parts inventory to support growth [29][30] - The company plans to ramp up operations in Montreal and Rome, adding significant capacity to meet future demand [30] Risks and Challenges - Concerns exist regarding potential margin compression if asset values decline, but FTAI believes its model is resilient due to the self-correcting nature of the engine market [32][34] - The company faces competition from third-party MROs, but its unique combination of asset ownership and maintenance capabilities provides a significant advantage [36][39] Future Outlook - FTAI plans to invest in next-generation engines starting in 2028-2029, ensuring long-term growth and sustainability [57] - The company is committed to maintaining a fleet of 450-500 CFM 56 engines and 50-200 V2500 engines to ensure engine availability for customers [76] Additional Important Information - FTAI's partnership with AAR for used serviceable material allows for optimized parts distribution without building a separate parts business [61] - The company has a joint venture with Chrome Moy for PMA parts, which is expected to enhance margins significantly once fully operational [59][60] This summary encapsulates the key insights from the FTAI Aviation conference call, highlighting the company's strategic direction, financial outlook, and market positioning within the aviation industry.
有信心有底气 全力稳住就业基本盘——当前就业形势观察
Ren Min Ri Bao· 2025-05-05 21:52
就业,关乎经济发展,关乎亿万家庭。 习近平总书记强调:"促进高质量充分就业,是新时代新征程就业工作的新定位、新使命。"4月25日召 开的中共中央政治局会议提出,"着力稳就业、稳企业、稳市场、稳预期""要不断完善稳就业稳经济的 政策工具箱"。 有关部门发布支持重点群体就业创业实施方案,对重点领域、重点行业、城乡基层和中小微企业岗位加 大挖潜扩容力度;各地强化就业优先政策,加大各类资金资源统筹支持力度,全力稳定就业总量、扩大 就业增量、提高就业质量……面对稳定和扩大就业的繁重任务,各地区各部门正积极行动,扎实做好稳 就业各项工作。 态势稳,重点群体就业稳定 当前,外部冲击影响加大,部分行业、企业受到影响,加上高校毕业生规模创历史新高,就业是否稳得 住? "尽管面临美国滥施关税的影响,公司仍在招聘员工。"浙江省宁波市,亿林节水科技股份有限公司人事 总监胡小平告诉记者,企业的智能灌溉控制器等产品远销58个国家和地区,"组建更强的人才队伍,才 能让产品更有国际竞争力。今年,我们在去年扩大招聘的基础上,又新招了80名员工。" 今年以来,广大经营主体积极作为,各地区各部门协同发力,确保就业形势总体稳定。一季度,全国城 镇新 ...
俄国防部:俄军对乌克兰飞机制造业维修企业进行打击
news flash· 2025-05-05 11:33
金十数据5月5日讯,俄罗斯国防部发布消息表示,俄军对乌军军用机场和飞机制造业维修企业基础设施 进行打击,俄防空系统摧毁了123架无人机。消息称:"俄罗斯武装力量战役战术航空兵、攻击无人机、 导弹部队和炮兵对乌军军用机场和飞机制造业维修企业基础设施、弹药库以及在142个地区的乌克兰部 队和外国雇佣兵临时驻扎点进行打击。 " (俄罗斯卫星网) 俄国防部:俄军对乌克兰飞机制造业维修企业进行打击 ...
我在五一消费季|维保需求增多,汽车保养店进店量增加近三成
Bei Ke Cai Jing· 2025-05-04 03:30
预见到这个情况,朱燕昆在临近五一假期前就给店里9名技师早早制定了排班计划,要求尽量做到车辆当天送到、当天修好,不影响车主的行程计划。 他说,五一假期里,每家门店每天都会铺货,保证若遇到紧急安装或更换的项目,满足车主需求。这几天维修保养需求增多,进店量"比平时多了两到三 成。"比如5月1日当天,店内平均每位技师维修了3-4辆车,还接待了约10位车主对车辆进行的常规安全监测。 "'五一'假期自驾出行的车主们维修保养需求明显增多,比平时多了两到三成。"5月3日,途虎养车北京技术中心店店长朱燕昆对新京报贝壳财经记者说。 五一小长假,说走就走的自驾游成为不少人出行的选择。在这家途虎养车北京技术中心店里,前来维修保养的车辆塞满了作业区,为解决近期猛增的维保和 洗车等需求,朱燕昆和技师们有时忙得连口水也来不及喝,平均每位技师每天要修理3-4辆车。 排班进行车辆安全检查 "门店这几天不停休,为车主提供免费的车辆安全检查。"朱燕昆介绍,"五一"假期不少车主选择自驾出行,会提前检修和保养好车辆,以防出行途中出现问 题。"车主来做的保养以换轮胎、换机油、检查刹车片或底盘维修为主,多是保障中长途出行的需求。" 朱燕昆进入汽车维修保养 ...
增值税即征即退政策的四种类型
蓝色柳林财税室· 2025-05-02 01:00
Group 1 - The core viewpoint of the article emphasizes the implementation of a VAT refund policy for specific sectors, allowing for immediate refunds on VAT exceeding certain thresholds [2][5][9]. - Software products developed and sold by general VAT taxpayers can benefit from a VAT refund policy for the portion exceeding a 3% tax burden [2][4]. - Financing lease services and sale-leaseback services for tangible assets provided by approved general VAT taxpayers are also eligible for the same VAT refund policy [5][7]. Group 2 - Pipeline transportation services provided by general VAT taxpayers can receive VAT refunds for the portion exceeding a 3% tax burden [8][9]. - Aircraft maintenance services are subject to a VAT refund policy for the portion exceeding a 6% tax burden [9][11]. - New wall materials sold by taxpayers can enjoy a 50% VAT refund policy if they are included in the specified directory [15][17]. Group 3 - Wind power products sold by taxpayers are eligible for a 50% VAT refund policy [16][17]. - General VAT taxpayers selling products related to resource comprehensive utilization can benefit from a VAT refund policy, with refund rates ranging from 30% to 100% depending on the product type [17][19]. - Employment of disabled individuals by businesses can lead to a VAT refund based on the number of disabled individuals employed, with specific limits set by local government standards [19][23].
我国北方首个自贸试验区汇聚特色产业集群
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-04-30 01:01
Group 1 - The Tianjin Free Trade Zone has achieved systematic and integrated institutional innovation over the past 10 years, breaking industrial bottlenecks and gathering a number of characteristic industrial clusters [1] - The financial innovation in the Tianjin Free Trade Zone has formed a scale, exploring 40 leasing models including joint leasing, cross-border subleasing, bonded leasing, and offshore leasing, becoming a hub for the commercial factoring industry in China [1] - The bonded maintenance services in the Tianjin Free Trade Zone cover various categories such as aerospace, engineering machinery, and shipbuilding, with innovative policies and business models [1] - The network freight industry has thrived, integrating 4.266 million drivers and 3.925 million vehicles, completing 53.67 million orders and transporting 580 million tons of goods in 2024, with total freight charges exceeding 90 billion yuan [1] - The biopharmaceutical sector has seen innovation breakthroughs, attracting over 200 key biopharmaceutical companies with a production value of nearly 50 billion yuan through various innovative measures [1] Group 2 - The Tianjin Free Trade Zone aims to cultivate new productive forces and address industrial chain challenges, striving to become a model and leader in high-quality development [2]
京津冀双节严查价格陷阱:外卖打包费明码标价 商场等交易场所串通涨价最高处500万元的罚款
Bei Jing Shang Bao· 2025-04-29 10:47
北京商报讯(记者付斌)4月29日,北京市市场监督管理局、天津市市场监督管理委员会、河北省市场监 督管理局联合发布关于规范京津冀"五一""端午"节假日期间市场价格行为的提醒告诫书。其中提到,要 求经营者杜绝价格欺诈、捆绑消费等行为,对哄抬物价、操纵价格等违法行为最高处以500万元罚款。 "五一""端午"期间,京津冀三地市场监管部门将加大监督检查力度,对违法行为依法严肃查处,情节严 重者将公开曝光。经营者违反明码标价规定的,将处5000元以下的罚款;构成价格欺诈行为、哄抬价 格、串通涨价等行为最高将处5倍违法所得或500万元罚款。 告诫书中提到,各经营主体严格遵守价格法律法规,认真落实明码标价相关规定,电商平台、直播营销 等渠道提供服务时,不得出现低价诱骗高价结算、虚假折价等行为。对于粮油肉蛋菜奶等民生商品、药 品,经营者不得囤积居奇、捏造散布涨价信息、哄抬价格。卖场、商场等交易场所提供者不得组织经营 者串通涨价,操纵市场价格。 针对重点行业,客运、停车、充电设施等单位要做好明码标价,落实好重大节假日高速公路免收小型客 车通行费政策;宾馆、酒店、民宿等不得在预订订单生效后擅自提高价格;旅游景区应当在醒目位置公 示 ...