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中国人民大学发布亮相最新指数
Sou Hu Cai Jing· 2025-06-30 12:22
6月27日,"人大"指数2025年6月发布会举行,先后发布"中国上市公司建设世界一流企业发展指 数"和"中国太空经济指数"。 专家认为,该指数的推出恰逢其时,体现了中国构建自主企业评价体系的重要突破,不仅为中国企业高 质量发展提供了科学指导,也为增强国家竞争力和推动高质量发展提供了有力支撑。 发布会整体照片 中国注册会计师协会原秘书长陈毓圭、北京知本创业管理咨询有限公司执行董事张利国、统计学者许宪 春、银河航天研究院资深专家黄宇民、北京星河动力航天科技股份有限公司首席政府事务官孟宪博、蓝 箭航天空间科技股份有限公司对外合作中心总经理袁梵渟、银河航天政企合作总监张海伦、新华指数研 究院秘书处主任潘宇昕出席发布会。中国人民大学新闻学院副教授杨奇光主持。 中国人民大学科研处处长、期刊管理中心主任钱明辉表示,此次与商学院、应用经济学院联合发布"中 国上市公司建设世界一流企业发展指数"和"中国太空经济指数",聚焦世界一流企业建设和未来科技前 沿,展现了人大哲学社会科学研究对国家重大战略的深度参与与有力回应。 中国上市公司建设世界一流企业发展指数由中国人民大学商学院与中国人民大学世界一流企业研究院联 合开发,为我国企业尤 ...
隐秘的财富方舟:全球动荡中寻找新避险圣地的深层逻辑
Sou Hu Cai Jing· 2025-04-30 22:57
Core Viewpoint - The article discusses the evolution of safe-haven assets in the context of a complex global economic environment, highlighting the shift from traditional assets like gold to new alternatives such as energy metals and digital currencies [2][3]. Group 1: Evolution of Safe-Haven Assets - Historical evolution of safe-haven tools has undergone three revolutions, indicating a shift from physical assets to digital consensus [2]. - The current market faces a contradiction where the collapse of the old system outpaces the establishment of a new order, forcing capital to seek temporary refuge [2]. Group 2: New Types of Safe-Haven Assets - Energy metals are emerging as hard currencies in the context of green inflation, with global clean energy investment surpassing fossil fuels at $1.8 trillion [3]. - The financial attributes of these metals are strengthening, as evidenced by the correlation of copper inventory to price dropping from 0.68 to 0.21, indicating a shift towards strategic reserve asset logic [3]. - Bitcoin's institutional holding has reached 36%, but its high annual volatility of 48% still deters conservative investors, leading to the emergence of new crypto assets that aim to differentiate between risk and safe-haven assets [3]. Group 3: Alternative Sovereign Assets - The decline of traditional safe-haven currencies like the Japanese yen and Swiss franc is noted, with small country currencies rising due to resource endowment and digital infrastructure [4]. - The total market capitalization of cryptocurrencies has surpassed $4 trillion, making it comparable to the fourth-largest stock market globally [4]. - The demand for lithium is projected to grow 42 times by 2030, with 70% of reserves concentrated in "lithium triangle" countries [4]. Group 4: Capital Flows and Sovereign Wealth Funds - Tracking global sovereign wealth funds reveals a trend of seeking new frameworks for risk diversification as traditional asset correlations rise above 0.8 [4]. - The Norwegian government pension fund has increased its copper futures allocation from 0.3% to 2.1% [5]. - Saudi Arabia's Public Investment Fund is establishing a $30 billion space technology fund, indicating a strategic shift towards innovative asset classes [5]. Group 5: Survival Strategies in the New Safe-Haven Era - Investors are advised to build a three-dimensional defense system, focusing on risk, time, and space dimensions [5]. - Short-term strategies include increasing exposure to energy metal ETFs and digital stablecoins, while long-term strategies involve investing in disruptive technologies like nuclear fusion and quantum computing [5]. - Geographic safety zones should maintain a minimum of 15% in physical assets, with digital asset wallets diversified across at least three jurisdictions [5].