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白银暴涨背后:工业需求能否支撑起下一个黄金梦?#
Sou Hu Cai Jing· 2025-12-27 00:05
当大家都在讨论黄金突破历史新高时,白银却以130%的年度涨幅悄然抢镜。这个被称作"穷人的黄金"的金属,究竟凭什么跑赢贵金属老大哥?今天我们揭 开白银暴涨背后鲜为人知的工业陷阱。 涨势凶猛却暗藏玄机 与黄金的本质差异 很多人把白银当作黄金的影子,这可能是认知中最大的误区。黄金的上涨逻辑是"乱世买金"的避险需求,而白银的行情本质上是场工业革命: 历史正在重演? 回望1980年亨特兄弟操纵白银案,当时银价从6美元狂飙到50美元后暴跌。如今相似的剧情再次上演:ETF持仓单月暴增1000吨,上海银条现货需要提前1个 月预订。但工业属性决定白银不可能像黄金那样"越囤越贵",当光伏银浆被铜替代技术突破时,堆积如山的白银库存将瞬间失去价值。 白银市场永远在演绎同一个寓言:它穿着黄金的华服登场,最终却要裸泳退场。这场工业需求驱动的狂欢还能持续多久?或许当你的屋顶光伏板开始用铜导 线时,就是该离场的信号。白银教会我们最深刻的一课:在投资领域,最危险的往往不是看得见的风险,而是那些被美好故事掩盖的产业变迁。 2025年的白银市场堪称魔幻:光伏板里的银浆、新能源车的电路触点,这些不起眼的工业应用正疯狂吞噬着全球白银库存。数据显示,仅 ...
“十五五”时期国资央企将深化拓展“AI+”专项行动
Xin Lang Cai Jing· 2025-12-21 23:12
本报记者 杜雨萌 本报记者 杜雨萌 近日,国务院国资委党委书记、主任张玉卓在接受媒体采访时表示,面向"十五五",国资央企将积极承 担国家科技重大任务,努力在受制于人的"卡脖子"领域和薄弱环节取得更大突破,特别是在投入大、周 期长,其他企业缺乏意愿或能力的领域,不讲条件担负起"根技术"、关键共性技术供给责任,产出更多 原创性引领性成果,从源头和底层解决问题。 近日,国务院国资委党委书记、主任张玉卓在接受媒体采访时表示,面向"十五五",国资央企将积极承 担国家科技重大任务,努力在受制于人的"卡脖子"领域和薄弱环节取得更大突破,特别是在投入大、周 期长,其他企业缺乏意愿或能力的领域,不讲条件担负起"根技术"、关键共性技术供给责任,产出更多 原创性引领性成果,从源头和底层解决问题。 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》, 就"建设现代化产业体系,巩固壮大实体经济根基"作了专章部署。 谈及"十五五"时期国资央企优化产业布局有哪些新思路,张玉卓表示,"十五五"时期,国务院国资委将 指导推动央企进一步聚焦主责主业、发展实体经济,推动产业体系不断向高附加值、高技术含量的方向 ...
王辉耀:英国、美国之后,新一轮全球化可能由中国引领
Bei Jing Ri Bao Ke Hu Duan· 2025-12-17 02:21
库(CCG)创始人、国务院原参事王辉耀 中新社记者 蒋启明摄 转自:北京日报客户端 中国新闻社16日在北京主办以"新格局·新动能"为主题的"国是论坛:2025年会",为"十五五"时期推进中 国式现代化建言献策。全球化智库(CCG)创始人、国务院原参事王辉耀表示,中国可能引领新一轮 全球化机遇,引领21世纪的绿色转型,在这方面有绝对的竞争优势。 全球化智 "'十四五'期间我们的可再生能源已经从40%提升到60%,'十五五'可能会从60%提升到70%甚至80%,趋 势非常迅猛。"王辉耀说。 来源:北京日报客户端 王辉耀说,英国靠蒸汽机和纺织、铁路完成工业革命,引领了19世纪的全球化;美国凭借电气化、半导 体、互联网引领了20世纪的全球化;21世纪,中国迎来了绿色转型为核心的新的全球化时代,这一轮转 型中,中国不仅具有最完整的产业链和市场规模,也在光伏、风能、电动汽车、储能等关键领域处在全 球领先地位,成为全球绿色革命的核心力量。 王辉耀列举说,中国新增太阳能装机容量已经超过全球所有国家的总和,高铁占了全球70%,5G占全 球60%,新能源方面是其他所有国家的1.6倍,持续推动全球清洁能源成本下降。2024年,太阳 ...
2025年我国牵头制定国际标准275项
中国能源报· 2025-12-16 11:36
Group 1 - The core viewpoint of the article highlights China's leadership in setting international standards, with a target of establishing 275 standards by 2025 and proposing 459 new international standard proposals [1] - In the fourth quarter alone, China has led the release of 38 international standards in key areas such as 5G, semiconductors, new energy, and aerospace [1] - Additionally, there are 60 new proposals aimed at cutting-edge technologies like quantum technology and AI [1] Group 2 - The State Administration for Market Regulation will initiate a "National Standard Construction Special Action for Artificial Intelligence" in collaboration with relevant departments [1]
国家市场监督管理总局将启动“人工智能百项国家标准建设专项行动”
Zheng Quan Ri Bao Wang· 2025-12-16 11:25
Core Viewpoint - The National Market Supervision Administration (NMSA) is focusing on enhancing the regulatory environment and responding to public expectations through a series of new regulations and standards aimed at various sectors, including finance, food safety, and technology [1][2]. Group 1: Regulatory Developments - The NMSA has introduced the "Credit Repair Management Measures" to establish a more scientific credit repair mechanism [1]. - A "Guideline for Enforcement of Commercial Bank Charging Behavior" has been released to standardize bank fees and reduce financing costs for enterprises [1]. - The NMSA has published 38 international standards related to key sectors such as 5G, semiconductors, new energy, and aerospace in the fourth quarter alone [1]. Group 2: Upcoming Regulations - New regulations, including the "Live E-commerce Supervision Management Measures" and "Network Trading Platform Rules Supervision Management Measures," are set to be introduced to regulate the platform economy [2]. - Two new systems, "Supervision Management Measures for Food Commissioned Production" and "Supervision Management Regulations for Food Safety Responsibilities of Chain Enterprises," will be released to strengthen food safety [2]. - The NMSA plans to announce revised "Prohibition of Monopoly Agreement Regulations" and introduce "Regulations to Stop Abuse of Administrative Power to Exclude or Restrict Competition" to create a fairer and more transparent business environment [2].
2025年我国牵头制定国际标准275项
Xin Hua She· 2025-12-16 11:11
新华社北京12月16日电 记者16日从市场监管总局了解到,2025年我国牵头制定ISO、IEC国际标准275 项,新提国际标准提案459项。 据介绍,今年四季度,在5G、半导体、新能源、航空航天等领域,我国主导发布的国际标准达38项; 面向量子技术、AI等前沿方向,提出新提案60项。此外,近期市场监管总局将会同有关部门启动"人工 智能百项国家标准建设专项行动"。(记者赵文君) ...
2025年GDP30强城市预测:深圳近4万亿,福州接近郑州,温州破万亿
Sou Hu Cai Jing· 2025-12-12 17:35
展望2025年,中国城市经济版图跃然纸上,一份预测榜单揭示了令人瞩目的发展蓝图。上海以56,880亿元的傲人经济总量稳坐头把交椅,尽显龙头风范;紧 随其后的北京亦不甘示弱,预计将达到52,630亿元。而深圳,这座充满活力的创新之都,正以38,910亿元的GDP逼近四万亿大关,位列第三。 榜单中,新一线城市如成都、杭州等展现出令人欣喜的增长速度,为中国经济注入新鲜血液。更值得关注的是,温州首次突破万亿GDP,达到10,307亿元, 标志着区域经济发展迎来了新的里程碑,也预示着中国经济发展更加均衡。此外,福州正奋力追赶郑州,二者差距不断缩小,也暗示着东部沿海城市群的崛 起。 | | 2025年全国GDP30强城市预测 | | | | | --- | --- | --- | --- | --- | | 城市 排名 | | 2025年GDP(亿元) 2024年GDP(亿元) 增量(亿元) | | 名义增速 | | 1上海 | 56,880.12 | 53,926.71 | 2,953.41 | 5.48% | | 2北京 | 52,630.15 | 49,843.10 | 2,787.05 | 5.59% | | 3 ...
大外交丨“双重身份”马克龙今起第四次访华:代表法国推合作,代表欧洲谋对话
Xin Lang Cai Jing· 2025-12-02 12:17
Core Points - French President Macron is visiting China from December 3 to 5, marking his fourth state visit during his presidency, aimed at optimizing and balancing France and the EU's relationship with China [1][2] - The visit is expected to focus on pragmatic cooperation in various sectors including trade, energy, transportation, and aerospace, as well as addressing international issues like the Russia-Ukraine conflict [2][3] Group 1: Bilateral Relations - Macron's visit is significant as it coincides with the 50th anniversary of diplomatic relations between China and the EU, representing a potential improvement in Sino-European relations amidst current tensions [6][7] - The French government emphasizes the importance of maintaining dialogue and strategic coordination between the two countries, particularly in light of global challenges [2][3] Group 2: Economic Cooperation - Macron's agenda includes strengthening economic and technological cooperation with China, with a focus on investment and innovation [4][5] - The visit aims to address trade imbalances and seek mutual benefits in sectors such as electric vehicles, renewable energy, and 5G technology, amidst ongoing trade tensions [5][6] Group 3: Global Issues - Discussions are expected to cover the Ukraine crisis, with both sides likely to reach a consensus on principles such as ceasefire and respect for territorial integrity [8][9] - The visit is seen as a constructive step towards easing tensions between China and Europe, with potential implications for broader international relations [7][9]
易周资讯2025(11.24—11.30)| 关注行业动态,掌握前沿资讯
Sou Hu Cai Jing· 2025-12-01 17:47
Group 1 - The personal pension system in China has been officially implemented for three years, with a total of 1,245 personal pension products issued, including 37 wealth management products, 466 savings products, 437 insurance products, and 305 fund products [3] - The establishment of a comprehensive occupational injury protection system is underway, with over 22 million people covered under pilot programs across 17 provinces, and plans to expand coverage nationwide by 2026 [3] - China has built 36 national talent markets and 29 national industrial parks, enhancing the human resources service industry and providing employment services to over 300 million workers [3] Group 2 - The State Council is promoting provincial-level coordination of basic medical insurance to enhance the insurance system's capacity, aiming for better resource allocation and improved healthcare access [5][8] - Over 90% of residents in China now have access to medical services within a 15-minute radius, reflecting significant improvements in healthcare accessibility [9] - The construction of 3,099 tightly-knit county-level medical communities has been completed, covering a population of 924 million, with a focus on integrating AI technologies into healthcare services [6][9] Group 3 - The Ministry of Industry and Information Technology has initiated the creation of national emerging industry development demonstration bases, targeting the establishment of around 100 park-based and 1,000 enterprise-based bases by 2035 [9] - Multiple regions in China have started the construction of national artificial intelligence application pilot bases, focusing on key sectors such as manufacturing, healthcare, and transportation [10]
海合会国家积极拥抱“一带一路”(环球热点)
Ren Min Ri Bao Hai Wai Ban· 2025-11-18 23:05
Core Insights - The trade volume between six Gulf countries (UAE, Saudi Arabia, Qatar, Kuwait, Oman, and Bahrain) and China is projected to reach $257 billion in 2024, surpassing the combined trade with the US, UK, and Eurozone, which is estimated at $256 billion. By 2028, this trade volume is expected to grow to $375 billion [4][5][6]. Group 1: Trade and Economic Cooperation - The cooperation between China and Gulf countries has expanded from a focus on energy to include technology, infrastructure, green energy, and aerospace [5][6]. - The implementation of visa-free policies for Gulf countries has facilitated increased personnel exchanges and multi-sector cooperation [5][6]. - The trade volume between China and Gulf countries continues to grow, becoming a significant pillar of cooperation [6][7]. Group 2: Areas of Collaboration - Energy cooperation has shown significant results, with advancements in clean energy technologies such as hydrogen, storage, wind, and solar power [6][7]. - Investment cooperation is on the rise, with Gulf countries increasing their investments in China, showcasing the resilience and potential of their partnership [6][7]. - Innovation cooperation is leading the way in emerging fields like artificial intelligence, 5G, and big data, establishing benchmark cases for multi-sector collaboration [6][7]. Group 3: Strategic Initiatives - All six Gulf countries have signed cooperation documents for the Belt and Road Initiative, with numerous projects underway, such as the Mohammed bin Rashid Al Maktoum Solar Park in the UAE, which has created nearly 50,000 jobs [8][9]. - The mutual benefits of the Belt and Road Initiative are highlighted by the complementary strengths of Gulf countries and China, aiming for economic development and strategic alignment [9][10]. - The cooperation framework has evolved to include multi-level mechanisms such as summits and ministerial meetings, enhancing stability and efficiency in collaboration [7][10]. Group 4: Cultural and Human Exchange - Cultural exchanges are deepening, with initiatives like the establishment of Confucius Institutes in Saudi Arabia and cultural centers in Kuwait, fostering mutual understanding [6][7]. - The cooperation between China and Gulf countries serves as a model for collaboration among countries with different political systems, providing valuable experience for global South cooperation [12][13].