一年一度高考季， 为了犒劳孩子，一场消费狂欢正在拉开帷幕。 高考完肯定得给他换新电子设备，孩子早就做好了功课。手机选了Apple 15pro，电脑选了Macbook Air m3，趁着暑期教育优惠活动，总共花了一万四左右。本来想着要给他再买个ipad，但孩子觉得现在用处 不大，所以想等大三考研的时候再买。 他最大的兴趣就是打游戏了，虽然我觉得打游戏没什么问题，但是整个高中阶段，为了不影响学习，还 是严格控制他玩游戏的时间。现在高考结束，就给他买了他一直想要的Switch游戏机，他特别激动，每 天晚上都拉着他爸一起玩。 出国旅游是我们早就答应孩子的奖励。他向往已久的新加坡之旅终于实现了。为了这次旅行，我跟他爸 提前做了不少攻略，订机票、选酒店、规划行程，他一考完我们就去了，想趁着还没出成绩先好好放松 一下，大概花了四万元。孩子玩得特别开心，我觉得这个钱花得挺值的，毕竟多出去看看总是好的。 暑假孩子还准备去考个驾照，我已经给他报好了驾校，花了5000多，等报完志愿就开始学。 最新款电子设备、心仪已久的旅行目的地、医美套餐、考驾照，这些被称为"高考四件套"的消费清单， 正在成为新晋大学生家庭的标配。 翻开家长们的消 ...

"气疯了""负担不起""不知道怎么办"……不少年轻人抱怨说，关税政策把他们的生活搞得一团糟。同时， 共和党内部也出现了不满的声音。报道称，特朗普大举征税，或将影响共和党明年的国会中期选举。 "美国年轻人对特朗普越来越不满" 美国爱迪生研究公司的出口民调显示，2020年至2024年间，特朗普在年轻选民中取得了巨大进展，在北卡 罗来纳州、威斯康星州和宾夕法尼亚州的青年选民支持率分别提高了14%、15%和18%。在密歇根州，特 朗普在18至29岁选民中的支持率甚至与前副总统哈里斯不相上下。 报道称，年轻群体的支持，助力特朗普重返白宫，并让共和党在众议院获得微弱多数。但仅在100天后， 这些年轻选民开始担心，特朗普旨在重塑经济的贸易政策，正在损害他们的利益。 特朗普上台后，在全球范围内挑起贸易战，宣布对从中国商品征收145%的关税，针对中国香港和内地"小 额豁免"政策于5月2日到期。中方予以坚决反击，除关税外，还对多种稀土相关物项实施出口管制。 彭博社称，特朗普迄今未能迫使中国坐上谈判桌，但已对美国经济造成严重后果，依赖相对廉价的中国产 品的美国人深受其害。Temu和Shein的商品不再享有免税政策，TikTok同样 ...

Core Viewpoint - Nanji Guang (stock code: 300940) has demonstrated strong performance and profitability growth in its 2024 annual report and 2025 Q1 report, providing a positive outlook in a challenging market environment [1] Financial Performance - In 2024, Nanji Guang achieved revenue of 457 million yuan and a net profit of 20.63 million yuan, marking a year-on-year increase of 106.76% and successfully turning a profit [2] - For Q1 2025, the company reported revenue of 186 million yuan, a year-on-year growth of 265.54%, and a net profit of 29.73 million yuan, up 367.01%, reaching a recent high [2] - The company's net profit for Q1 2025 exceeded the total net profit for the entire year of 2024, indicating strong growth momentum [2] Business Strategy and Market Position - Nanji Guang has optimized its business structure, expanding its backlight display module products into medium-sized categories, resulting in a gross margin increase to 15.87%, up 19.85% year-on-year [3] - The company has implemented cost control measures, reducing operating expenses by 53.83%, which has improved operational efficiency [3] - The termination of the 2022 restricted stock incentive plan has further released profit space by decreasing equity incentive expenses [3] Key Partnerships and Market Opportunities - The company's growth is significantly supported by its deep engagement in the consumer electronics sector, particularly as a core supplier for Nintendo's Switch gaming console [4] - With the anticipated success of the upcoming Switch 2, which could achieve global sales of 150 million to 250 million units, the backlight module market could reach a scale of 6 billion to 10 billion yuan [4] - In 2024, overseas revenue reached 221 million yuan, a year-on-year increase of 654.83%, with Nintendo orders being a key driver of this growth [4] Research and Development - Nanji Guang emphasizes R&D and technological innovation, holding 320 patents, including 28 invention patents, which bolster its product competitiveness [5] Future Outlook - The company is positioned for a "Davis Double Play" with improving performance and valuation amidst a recovering global smartphone market and consumer electronics industry [6] - Nanji Guang is advancing projects for Mini/Micro-LED display module production and medium-sized LCD display module production, with a total planned investment of 366 million yuan [6] - The company maintains a healthy financial structure with a debt-to-asset ratio of 28.47% and cash reserves of 138 million yuan, indicating strong growth potential [7] - Nanji Guang aims to leverage the global trend of smart upgrades in the consumer electronics industry, particularly opportunities arising from the proliferation of generative AI technology [7]