湖北中翼以产业资本重塑酒店价值链生态 一、创始团队基因：产业资本融合的跨界实践 创始人刘稳先生作为中国供应链与消费投资领域的跨界实践者，构建了独特的"产业运营+资本赋能"双 轮驱动模式： 供应链管理基因：作为怡亚通（中国首家供应链上市公司，002183.SZ）380平台专业合伙人，整合百亿 级快消品渠道，重塑消费品流通环节的价值逻辑。 投资领域积累：在天图资本投后管理期间，参与孵化多个消费品牌，形成"投资-数字化改造-价值提 升"的全周期管理模型，验证资本撬动业务增长的闭环路径。 科技产品化能力：打造的"沙师弟货车导航"受邀参加央视《创业英雄汇》，2023年沙师弟入围"中国网 络货运50强企业"，2024年沙师弟平台交易营业额突破1000亿元，验证其垂直场景数字化解决方案的落 地能力，彰显技术赋能产业的转化实力。 资本运作专长：任职上市公司互惠联盟网CEO期间，成功实现业绩1年30倍增长并完成2000万A轮融 资，积累了资本运作经验与上市公司资源。2023年投资性布局酒店OTA行业，深入洞察产业生态与数字 化机遇。2025年创办湖北中翼酒店投资管理有限公司，验证了"产业运营+资本赋能"核心能力与行业实 践经验 ...

Group 1: Computing Power Interconnection Action Plan - The Ministry of Industry and Information Technology issued the "Computing Power Interconnection Action Plan," aiming to establish a comprehensive standard and rule system for computing power interconnection by 2026 and achieve nationwide public computing power standardization by 2028 [1] - The plan emphasizes the need for leading server companies to drive the development and application of new high-speed interconnection protocols, enhancing compatibility across various transmission protocols [1] - The initiative aims to optimize the allocation of computing resources, particularly facilitating the "East Data West Computing" strategy, which involves sending data from energy-scarce eastern cities to the resource-rich western regions for processing [1] Group 2: Digital Tax in Germany - Germany is considering a 10% digital services tax on major online platforms like Google and Meta, citing concerns over tax avoidance and monopolistic structures that threaten competition and free speech [3] - This move is seen as a pressure tactic in ongoing US-EU trade negotiations, with several European countries already implementing similar taxes [3][4] - The proposal highlights the need for a fair discussion on tax laws rather than using them as negotiation tools, which could harm the business environment [4] Group 3: Shanghai Foreign Trade Performance - Shanghai's foreign trade in the first four months of the year reached 1.4 trillion yuan, a 1% year-on-year increase, with exports growing by 13.8% [5] - The city has shown resilience in foreign trade despite tariff challenges, with significant growth in exports to non-US regions, particularly Africa, which saw a 96.5% increase [5][6] - The strong performance is attributed to Shanghai's robust high-end manufacturing and electronics sectors, as well as the flexibility and innovation of private enterprises [5] Group 4: Hotel Investment Market - The hotel investment market in China is experiencing increased activity, with 313 new hotels opening in April, a 41.6% month-on-month increase [7] - Major transactions are concentrated in first-tier and new first-tier cities, with the East China region accounting for 55% of hotel investment deals [8] - Despite a competitive environment, the demand for hotel assets is rising, driven by increased travel during holidays, although overall hotel performance remains mixed [8] Group 5: Li Auto's Financial Performance - Li Auto reported a 1.1% year-on-year revenue increase to 25.9 billion yuan in Q1 2025, with a net profit of 647 million yuan, marking a 9.4% increase [9] - The company expects Q2 deliveries to reach between 123,000 and 128,000 units, reflecting a year-on-year growth of 13.3% to 17.9% [9] - Li Auto's performance is stable, but it faces increasing competition from other new energy vehicle manufacturers [10] Group 6: Luckin Coffee's Pricing Strategy - Luckin Coffee has introduced promotional pricing, with some drinks priced as low as 6.9 yuan, amid intense competition in the coffee market [11] - The company emphasizes that these discounts are temporary promotional activities rather than a shift to a lower pricing strategy [11][12] - Despite rising coffee bean prices globally, domestic price competition remains fierce, with competitors offering significantly lower prices [11] Group 7: ETF Market Growth - The ETF market in China has surpassed 4 trillion yuan, with significant inflows of new capital and an increase in the number of ETF products [13] - The growth is partly driven by state-owned entities entering the market, focusing on index ETFs rather than individual stocks [13] - The rise in ETF trading activity reflects a shift in investor preference towards diversified investment strategies [13] Group 8: Stock Market Overview - The stock market experienced fluctuations, with the Shanghai Composite Index closing down 0.47% on May 30, amid a total trading volume of 1.14 trillion yuan [14] - Defensive sectors like pharmaceuticals showed strength, while high-flying stocks faced declines [14] - Market sentiment remains cautious, with expectations of policy support in June potentially stabilizing the market [15]