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特朗普又开始“画饼”?
第一财经· 2025-11-24 00:44
2025.11. 24 本文字数:2952,阅读时长大约5分钟 作者 | 第一财经 程程 美国两党正在就"可负担能力"(Affordability)展开一场攻防战。 本月初,民主党籍候选人凭借其聚焦"可负担能力"的竞选纲领在地方选举中接连取胜——提出免费公 交、冻结房租的马姆达尼以超50%的得票率当选新任纽约市市长,其中不少选票来自特朗普的支持 者。 曾对"可负担能力"这一说法嗤之以鼻,指责这是民主党搞的"骗局"的美国总统特朗普也不得不转变态 度,就其经济政策做出更多解释。 "'负担得起'(Affordable)这个词应该是我们的,而不是他们的。"特朗普近日在参加麦当劳举办的 一场峰会时强调,"拜登政府引发了可负担能力危机,而我的政府正在结束它。" 引发两党舆论争夺战的"可负担能力"究竟是什么? 经济学家们认为,"可负担能力"与消费者价格指数(CPI)略有不同,它并不是政府衡量经济的方 式,而是家庭实际体验经济的方式。它并非一项经济指标,更多是一种体验和情绪。 美国威廉与玛丽学院经济学兼职教授阿特沃特(Peter Atwater)说,"可负担能力"是一个心理学术 语,而非经济学术语,并且对底层人群的影响远大于 ...
山东“新”青年激活乡村振兴“一池春水”
Zhong Guo Xin Wen Wang· 2025-11-21 09:17
山东"新"青年激活乡村振兴"一池春水" 中新网日照11月21日电 (陈宛婷)近年来,山东多地立足本土资源,以青年为中坚力量,通过数字赋能、 非遗传承、科技兴农、艺术赋能等多元路径,推动传统产业升级与新兴业态融合,书写"产业兴、乡村 美、农民富"的乡村振兴答卷。 近日,记者跟随2025年第二期"青春当先开新局"融媒采风活动走进淄博、潍坊、日照三市,探索新经济 组织、新社会组织、新就业群体中的"新"青年在数字经济、国潮文创等新业态中的独特视角与创意实 践。 在淄博玺丰数字科技有限公司的直播间里,"95后"宝妈孙泽敏热情地向网友介绍自家纯干无水的牛肉产 品,成为乡村灵活就业的一道风景线。她告诉记者,自己接受过免费的电商培训,从一开始的羞涩逐渐 变自信。目前,直播两小时的营业额达1.5万元(人民币,下同)至2万元,收入远超传统线下销售模式。 "我想让乡村振兴搭上电商这辆'快车',把更多淄博好品带出去。"上述公司的商务主理人孙媛璐介绍, 该公司以"理论+实战"的实操式培训为核心,打造全产业链服务体系,不仅为学员免费提供直播技术指 导,更搭建云仓、冷库降低企业运输成本,助力淄博老字号走向全国。 同时,该公司的穿戴甲项目还 ...
国海证券晨会纪要-20250806
Guohai Securities· 2025-08-06 01:04
Group 1: Company Performance - In H1 2025, the company achieved a revenue of 3.24 billion yuan, representing a year-on-year increase of 21.6% [4] - The net profit for H1 2025 was 190 million yuan, showing a significant year-on-year growth of 122.5% [4] - The core operating profit (non-IFRS) also reached 190 million yuan, up by 52.3% year-on-year [4] - The gross profit amounted to 717 million yuan, with a gross margin of 22.1%, reflecting a year-on-year increase of 17.8% [4] Group 2: Strategic Initiatives - The company is implementing a community central kitchen strategy, expanding its instant retail store network and enhancing store operational efficiency [4] - In H1 2025, the company launched 175 new SKUs for hot pot and barbecue products, including various meal packages [5] - The membership program has grown significantly, with approximately 50.3 million registered members, a year-on-year increase of 62.8% [5] - The company has innovated its channels, achieving over 3.2 billion platform exposures through a multi-level Douyin account matrix [5] Group 3: Market Expansion - The number of stores increased from 9,660 at the end of H1 2024 to 10,400 at the end of H1 2025, adding 740 stores year-on-year [6] - The company opened 270 new town stores in H1 2025, tailored to meet the needs of consumers in rural markets [6] - The company has established long-term stable partnerships with key suppliers, enhancing production efficiency and product offerings [6] Group 4: Financial Projections - Revenue projections for 2025-2027 are estimated at 7.302 billion, 8.241 billion, and 9.326 billion yuan respectively, with net profits of 400 million, 450 million, and 500 million yuan [8] - The corresponding PE ratios are projected to be 22, 20, and 18 times for the respective years [8]