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汲取思想伟力 增强履职本领
Si Chuan Ri Bao· 2025-08-03 22:12
展情况。 泉青城山生产基地。 省人大常委会组成人员参观的农夫山 现场教学环节,走进产业园了解区域产业发 □四川日报全媒体记者 刘佳 文/图7月23日—25日,2025年省人大常委会组成人员学习会在成都举 行,这是四川省人大常委会已坚持30年的一项重要制度性安排。开班动员会上,省委书记、省人 大常委会主任王晓晖要求,要在理论学习和参观考察中结合人大职能职责认真研究思考,不断提 高运用理论认识问题、分析问题、解决问题的能力。重点是要深入思考"十五五"人大工作怎么 干、人大如何在发展全过程人民民主中发挥职能作用、如何更好以科技赋能人大工作、人大如何 更好助力我省对外开放合作等一系列重大问题,从而更加自觉把自身工作摆到全省中心大局中来 谋划,确保全省人大工作顺应时代要求、适应四川发展需要、更加富有成效。带着问题去学习, 大家收获了什么?又有什么新的思考和打算?深学细悟筑牢履职尽责的思想根基"学习会犹如一 场'及时雨',既为我们盘点过往、校准方向提供了思想坐标,也为锚定新目标、开启新征程注入 了强劲动能。"眉山市人大常委会主任刘先伟说,"王晓晖书记在开班式上发出的'四问',帮助我 们进一步深化了对人大工作更好服务中心大 ...
7月消费新观察:关注边际改善与出口链复苏
2025-07-16 00:55
Summary of Key Points from Conference Call Records Industry Overview - **Consumer Retail Sector**: The retail sales growth rate in June 2025 fell to 4.8%, but the overall consumption trend has been improving since September 2024, with significant growth in post-real estate cycle products like home appliances (+32.4%) and furniture (+28.7%) [1][5] - **Service Industry**: The service sector saw a 5.3% year-on-year growth in sales in the first half of 2025, marking the highest overall consumption growth rate in the past year at 5.2% [6] - **Alcohol and Beverage Sector**: The liquor sector is experiencing short-term demand fluctuations, with major brands like Moutai performing steadily despite a seasonal downturn in Q2. The beverage sector showed strong performance in H1 2025, with companies like Yanjing Beer and Zhujiang Beer maintaining high growth [9][12] Core Insights and Arguments - **Retail Sales Trends**: The decline in retail sales growth in June was attributed to the early timing of the 618 e-commerce promotion and the temporary suspension of consumption subsidies in several regions. Retail sales growth fell by 1.2 percentage points to 5.3%, while the restaurant sector saw a significant drop from 5.9% in May to 0.9% in June [2] - **Consumer Pressure**: The disposable income growth rate for residents slowed to 5.1% in Q2, down 0.4 percentage points from Q1, with the real estate market cooling significantly impacting durable goods demand [7] - **Policy Opportunities**: Potential policy measures to stimulate consumer demand in the second half of the year may focus on stabilizing prices and addressing supply-demand dynamics, similar to past supply-side reforms [8] Important but Overlooked Content - **Jewelry and Beauty Sector**: The jewelry and beauty industry is entering a relatively quiet season in Q3, with gold prices expected to remain high. June saw a 6.1% year-on-year increase in gold and silver jewelry sales, with a focus on companies like Chow Tai Fook for product structure improvements [15] - **Pork Supply Side Reform**: The supply-side reform in the pork industry is expected to enhance pig price forecasts for the second half of 2025 and 2026, with key companies to watch including Muyuan Foods and Wen's Foodstuffs [27][30] - **Snack Industry Dynamics**: The snack industry is experiencing rapid store openings, with major players like Mingming and Wancheng Group leading the expansion. However, single-store revenue is declining, which may impact future growth despite the overall market potential [34][35] Investment Recommendations - **Beverage Companies**: Focus on leading companies like Nongfu Spring, Uni-President, and Dongpeng Beverage, which are expected to exceed market expectations in their mid-year reports [12] - **Pork Industry Stocks**: Companies like Muyuan Foods and Wen's Foods are recommended due to their strong fundamentals and expected profit increases despite production adjustments [31] - **Jewelry Brands**: Chow Tai Fook is highlighted for its improved product structure and store upgrades, while companies like Lao Pu Gold and Changhong Ji are also noted for their strong profit expectations [15] This summary encapsulates the key insights and trends from the conference call records, providing a comprehensive overview of the current state and future outlook of various industries.
“在垃圾的信息环境中,尽量不做一个垃圾人”丨晚点回望 2024 ①
晚点LatePost· 2024-12-25 12:17
和传播学学者刘海龙一起,回顾我们这一年的精神状态。 编辑丨钱杨 黄俊杰 赛博朋克世界已经降临——不用脑机接口,无须在耳后插优盘。在中国,每一天,9 亿人接入微信,平均 花去 1 小时 42 分钟,7 亿多人在抖音、4 亿多人在快手各刷 2 小时。还有微博、B 站、小红书等若干 "小" 平台各吸入上亿人半小时至一个半小时不等。这还没有算拼多多、淘宝、支付宝、美团等内置视频、善用 游戏化设计的"工具"平台,它们的娱乐性堪比迪士尼,让人沉湎其中。 牛津大学出版社发起、数万网民投票选择 "brain rot"(脑腐)作为年度词,主流网民可能倍感亲切。这个 词特指过量浏览低质量信息,导致一个人精神或智力状态恶化。 网络短剧今年市场规模超过电影行业,超出科幻作家想象力的现实题材剧本被塞到数亿人眼前,成为脑腐 的最新证明。但少被讨论的是,影视公司的内容创作会上早就在说 "得抖音者得天下",现在只是再多考虑 一下 "长剧短剧化"。 文丨曾梦龙 数字与现实被疫情和短视频加速融合。中国国家统计局今年 10 月公布的第三次全国时间利用调查公报显 示,中国网民(约 11 亿)每天上网时间平均为 5 小时 37 分钟,已经是 2018 ...