Accelerate the formation of a new development pattern with the domestic big cycle as the main body and the domestic and international double cycles promoting each other. How to understand it?

As a key park to undertake the policy of free trade port, Yazhouwan Science and Technology City in Sanya, Hainan will be built into a national deep-sea science and technology innovation center, a gathering place for deep integration of "Southern Silicon Valley" and Industry-University-Research City. The picture shows Nanshan Port, Yazhouwan Science and Technology City, Sanya. Xinhua News Agency reporter Yang Guanyu photo
The the Political Bureau of the Communist Party of China (CPC) Central Committee meeting held on July 30th pointed out that the current economic situation is still complicated and severe, with great instability and uncertainty. Many of the problems we encounter are medium and long-term, so we must understand them from the perspective of protracted war and accelerate the formation of a new development pattern with domestic macro-cycle as the main body and domestic and international dual-cycle promoting each other. This is a major strategic deployment made by the CPC Central Committee based on the situation at home and abroad.
The domestic and international double circulation is not internal and external, nor is it external and internal. The two are dialectical and unified, influencing, blending, promoting and complementing each other. To create a new development pattern, we must firmly grasp the "main body" of the domestic macro-cycle, give priority to ourselves, make better use of the domestic and international markets and resources, and constantly cultivate China’s new advantages in participating in international cooperation and competition.
Form a new development pattern of double circulation with domestic big circulation as the mainstay.
The COVID-19 epidemic broke out suddenly, the world economy suffered heavy losses, the global demand market shrank, and the international situation presented an unprecedented complex pattern. According to the latest World Economic Outlook Report issued by the International Monetary Fund, the global economy will shrink by 4.9% in 2020, including 8% in developed economies and 3% in emerging markets and developing economies. In this context, the proposal of China’s "double-cycle" strategic pattern has been closely concerned by all parties.
"We must realize that the’ double cycle’ strategy is not an expedient measure under the epidemic." Yao Jingyuan, a special researcher in the State Council Counselor’s Office and former chief economist of the National Bureau of Statistics, said in an interview that accelerating the formation of a new development pattern with domestic macro-cycle as the main body and domestic and international dual-cycle promoting each other is a strategy of strengthening the country made by the CPC Central Committee based on the great changes that the world is experiencing in the past century, facing the contradictions and problems in the stage of China’s economic transformation to high-quality development, and combining its own advantages and characteristics.
Taking the domestic macro-cycle as the main body means making efforts to open up all links of domestic production, distribution, circulation and consumption, giving full play to the advantages of China’s ultra-large-scale market, and taking meeting domestic demand as the starting point and foothold of economic development; The domestic and international double cycles promote each other, emphasizing the domestic economic cycle does not mean closing the door, but by exerting the potential of domestic demand, the domestic market and the international market can be better connected and promoted.
What is the basis for China to form a new development pattern of "double circulation" with domestic big circulation as the main factor?
From the perspective of supply, after more than 40 years of reform and opening up, China has the most complete and largest industrial supply system, and it is the only country in the world with all industrial categories in the United Nations industrial classification. The competition in most industries in China is fierce, and enterprises can reap both economies of scale and competitive effects.
On the demand side, China has a huge market scale and is the most potential consumer market in the world.Yao Jingyuan calculated an account for the reporter: China has more than 100 million market players, more than 170 million talents with higher education or various professional skills, and a huge domestic demand market formed by 1.4 billion people, including more than 400 million middle-income groups. "At present, China’s consumption potential has yet to be released. If people’s income increases, the market demand will be even greater, and relying on domestic demand will strongly support the overall economic growth."
The super-large-scale market advantage shows that China’s economy has both potential and attraction.On the one hand, under the background of globalization, it can attract global superior resources and form production capacity in China to meet the domestic market demand; On the other hand, based on the domestic market demand, some products with obvious economies of scale can produce "home market effect" in China and produce export competitiveness, thus forming a new development pattern of "taking domestic big cycle as the main body and domestic and international double cycles promoting each other".
"The key to realizing such a new development pattern of’ double cycle’ based on domestic big cycle is to improve the quality of domestic economic supply and tap China’s consumption potential through supply-side structural reform." Huang Qunhui, director of the Institute of Economics of the Chinese Academy of Social Sciences, believes that it is necessary to exert efforts from the supply side, deepen the structural reform of the supply side, solve the technical "bottleneck" problem and institutional obstacles in China’s economic cycle through technological innovation and institutional innovation, and improve the quality of economic supply. At the same time, it is necessary to expand effective investment and promote consumption, with the focus on accelerating investment in new infrastructure, new urbanization and major projects, and actively introduce a series of consumption incentive programs for residents.
In Yao Jingyuan’s view, to establish a new development pattern, the most fundamental thing is to liberate the productive forces through reform. "First, we should further improve the market economic system, give full play to the decisive role of the market in allocating resources, so that capital, land, labor, technology and other factors can flow more freely and smoothly, let the market determine prices and prices reflect demand, and at the same time let competitors compete fairly and let the market survive the fittest. Second, we should take improving people’s livelihood as the foundation and strive to raise people’s income level. There is still huge room for us to expand consumption and improve the domestic consumer market. "
Gongshu District, Hangzhou City, Zhejiang Province, with the help of the advantages of live broadcast platform, helped huangping county, Guizhou Province, actively explored a new development model of "non-genetic inheritance+e-commerce live broadcast+poverty alleviation and agriculture development", and launched a special exhibition of Miao Yin commodities with the characteristics of "Phoenix coming out of the mountain and Miao Yin entering Hangzhou". The picture shows the live broadcast. Gu Yanshe
Expanding domestic demand has become a strategic basis.
Domestic demand is the basic driving force of China’s economic development. Expanding domestic demand is an inevitable requirement to meet the people’s growing needs for a better life. Firmly grasping the strategic base point of expanding domestic demand and fully stimulating China’s super-large-scale market advantage and domestic demand potential will effectively promote China’s economy to overcome difficulties and minimize the losses caused by the epidemic and the external environmental impact.
Since the outbreak, global trade has suffered heavy losses, and many foreign trade enterprises are in trouble. On June 22nd, the General Office of the State Council issued the Implementation Opinions on Supporting Export Products to Domestic Sales, which encouraged many foreign trade enterprises. Foreign trade enterprises not only try their best to stabilize the "basic disk" of foreign trade orders, but also begin to respond to the strong attraction from the domestic demand market.
For foreign trade enterprises that need to expand the domestic demand market, it is not easy to be "marketable". "Many companies have been making foreign trade orders for a long time, and they don’t understand the circulation mode of the domestic market. Some companies have heard of’ building explosions’, but they are very strange about how to do it; Some enterprises have done well in the international market and entered domestic supermarkets, but consumers are unfamiliar with its brand and have a weak desire to buy. " Li Jiangbo, deputy director of the Business Operation Department of Zhejiang Provincial Department of Commerce, believes that while encouraging foreign trade enterprises to independently expand sales channels, government departments should be good "guides" and give targeted guidance.
As a major foreign trade province, Zhejiang recently issued "Several Opinions on Promoting Foreign Trade Enterprises to Explore the Domestic Market", giving full play to its advantages in e-commerce resources, proposing to promote the transformation of foreign trade enterprises to online sales by means of webcasting, online celebrity delivery and other emerging ways, and at the same time supporting platforms such as Taochang, Netease YEATION, Lianhua Whale Selection and SF Optimization to deepen docking cooperation with industrial cluster enterprises in the province.
Since March, a caviar product named Kaluga has frequently appeared in live broadcast rooms and variety shows. This Chinese-made caviar comes from Hangzhou Qiandao Lake Sturgeon Technology Co., Ltd. Xia Yongtao, deputy general manager of the company, said that in 2019, Xiaolong Technology exported nearly 92 tons of caviar, accounting for about 35% of the global market share. In 2020, Xiaolong Technology plans to export 110 tons of caviar, but due to the epidemic, at present, this target has been lowered to about 87 tons.
According to reports, in February this year, there was a backlog of 3 tons of caviar in the warehouse. With the gradual recovery of the market in March, enterprises decided to "save themselves" through e-commerce live broadcast. The flagship store of Xiaolong Technology Tmall has become a starting point for revitalizing resources. The data shows that from January to May this year, the sales of e-commerce channels of Xiaolong Technology exceeded 7.2 million yuan, compared with 2.8 million yuan in the same period last year.
Under the epidemic situation, a general consensus is that foreign trade enterprises should seize the opportunity of strategic transformation of economic development, actively explore the domestic market and make full use of the two markets and resources.
Since the beginning of this year, affected by the epidemic, Tianjin Jinlun Bicycle Group, as a labor-intensive foreign trade enterprise, once struggled and even planned to close its overseas factories.
Jinlun Group has been deeply involved in overseas markets for many years, but Yang Yufeng, the general manager of the group, realized that it should pay attention to cultivating the domestic market. Jinlun Group established a "Bicycle Life Experience Hall" in Tianjin, and entered online sales in an all-round way. A few days ago, the data of Golden Wheel Group in the first half of the year was released, and the domestic sales reached more than 30 million yuan, almost twice that of last year.
Expanding domestic demand does not mean giving up foreign trade, and forming a large domestic market does not mean giving up international competition.While the domestic market is developing steadily, foreign trade enterprises are actively looking for changes, and with the help of new models and technologies, they are looking for opportunities in times of crisis to stabilize their foreign trade market.
Under the assistance policy of Tianjin wuqing district Municipal Government, Jinlun Group received more than 1 million yuan in water and electricity fee relief in the first quarter. The financing support of banks has solved the urgent needs of enterprises, and customs facilitation measures have also helped enterprises to reduce logistics costs and further help enterprises seize the international market.
With the gradual recovery of overseas bicycle market, Jinlun Group’s factory in Czech Republic is gradually returning to normal, and the intelligent adjustment booster and fall warning bicycles planned to be listed in August will also meet overseas consumers as scheduled. Not long ago, the Czech factory signed a new order for 100,000 bicycles with customers. "This shows that the market is restoring confidence." Hou Yunpeng, head of the Czech factory, said.
Scientific and technological innovation is an inexhaustible motive force to drive development. In order to unblock the blocking point that affects the domestic macro-cycle, we must tackle the weak links in the industrial chain and supply chain and break through the problem of "sticking the neck" of key technologies.
Qin Lei, general manager of Guangdong Huibo Robot Technology Co., Ltd. said that domestic robot companies have done quite well in robot design and algorithm, but the localization rate of hardware such as circuit boards, chips and controllers is still relatively low. "We began to explore the use of domestic chips as control screens last year. If it is successfully industrialized, it will greatly reduce production costs."
The door to China’s opening is getting bigger and bigger.
The development of China cannot be separated from the world, and the development of the world also needs China.
On June 1st, the Central Committee of the Communist Party of China and the State Council issued the "Overall Plan for the Construction of Hainan Free Trade Port". Hainan Free Trade Port, a special area that comprehensively deepened reform and experimented with the highest level of opening policy, officially entered the initial construction stage.
"The Master Plan for the Construction of Hainan Free Trade Port expresses China’s determination to promote globalization with practical actions in today’s complex and severe global trade environment." Gu Qingyang, an associate professor at the Lee Kuan Yew School of Public Policy at the National University of Singapore, believes that Hainan Free Trade Port strives to achieve the highest level of opening, which shows that China’s long-standing policy of all-round integration into the world economy will not waver, and China will continue to participate in the development of the world economy by continuously increasing its opening up.
On June 24, the negative list of foreign investment access in the 2020 edition of the National and Pilot Free Trade Zones was announced as scheduled. The number of items in the national list has been reduced from 40 in 2019 to 33, and the number of items in the Pilot Free Trade Zone has been reduced from 37 to 30, and China’s openness to foreign investment has been further improved.
"This revision has mainly improved the opening level of service industry, manufacturing industry and agriculture. As an important way to expand opening up, the negative list is getting shorter and shorter, which means that China is fully open in a wider scope, a wider field and a deeper level. " Zhang Jianping, deputy director of the Academic Committee of the International Trade and Economic Cooperation Research Institute of the Ministry of Commerce and director of the Regional Economic Cooperation Research Center, said.
There are less than 100 days before the opening of the third China International Import Expo(CIIE). Against the background of the epidemic, this special China International Import Expo(CIIE) has fully demonstrated China’s role as a big country that insists on opening to the outside world and promotes the common development of the world. According to Sun Chenghai, deputy director of China International Import Expo Bureau, the participation enthusiasm of enterprises from all over the world in China International Import Expo(CIIE) has not diminished, and the participation area of contracted enterprises has reached the planned target. Among them, the contracted area of consumer goods, medical equipment, medical care and other exhibition areas of enterprise business exhibition has already exceeded the planned area, and the phenomenon of "one booth is hard to find" has reappeared. "The average exhibition area of the world’s top 500 and leading enterprises in the industry will increase by 14% compared with the second session. The larger exhibition area reflects the exhibitors’ full recognition of the China International Import Expo(CIIE) and China markets. " Sun Chenghai said.
"China International Import Expo(CIIE) is a’ reassuring’ and gives us strong confidence to continue to take root in the development of China." Zhang Xiao, senior global vice president and president of Greater China of Varian, said that during the epidemic period, companies still increased their investment in China, and the high-end linear accelerator production line exhibited at the second China International Import Expo(CIIE) officially landed in March this year, making Beijing the R&D and production base of Varian’s most complete product line in the world.
At the Zhejiang Fair not long ago, AstraZeneca, an international pharmaceutical giant, officially "settled down" in Xiacheng, Hangzhou, and signed the headquarters in eastern China. "In the early docking process, we were moved by the sincerity and service efficiency shown by the local government." Huang Bin, vice president of AstraZeneca China, said frankly. But what makes them more tempted is that as AstraZeneca’s second largest market in China, Zhejiang has contributed more than 2.5 billion yuan in sales to the company every year. "Such a huge market is what every foreign-funded enterprise wants to firmly grasp."
Foreign-funded enterprises have rushed to the domestic market, which has created opportunities for smoothing the "internal circulation" of the domestic industrial chain. Through the introduction of high-quality foreign capital, China’s leading industries have accelerated the strengthening of the chain and built a smoother "internal cycle".
During the period of China International Import Expo(CIIE) last year, the Sino-Italian helicopter project in Pinghu, Zhejiang Province, with a total investment of 12.8 billion yuan was officially started in Jiaxing. "Take the Pinghu project as an example, it is very important for the aerospace industry in Pinghu and even in Zhejiang." Gao Xiuling, director of the Foreign Investment Division of the Zhejiang Provincial Department of Commerce, said that the project supporting the construction of a navigable airport will help Zhejiang introduce supporting suppliers in the upstream and downstream of the industrial chain and related modern service industries.
"The healthy development of the domestic macro-cycle is conducive to China enterprises to participate in the international macro-cycle, and actively participating in international competition can also improve the competitiveness of enterprises in the domestic market. The mutual promotion of domestic and international double cycles can cultivate new advantages for China to participate in international cooperation and competition under the new situation. "Cui Fan, a professor at university of international business and economics Institute of International Economics and Trade, said that in this new stage, opening up should be comprehensive and in-depth. It is necessary to promote the deep integration of China’s economy and the world economy, and make the mutual promotion of the two cycles become the main feature of the new stage of opening up.
Taking the domestic macro-cycle as the main body and the domestic and international dual-cycle promoting each other, the key is to do our own thing well and give impetus to deepening reform and opening up.
(The original title is "Accelerating the formation of a new development pattern with the domestic big cycle as the main body and the domestic and international double cycles promoting each other. How to understand it? ",editor Zheng Mengying)
Reporting/feedback

What is zeekr’s endurance?

Zeekr’s extreme endurance performance is excellent as a whole.

Taking the extreme krypton 7X as an example, many media have measured that the high-speed half-way plus super power-saving mode can run 655.3 kilometers, and the endurance achievement rate is as high as 92.9%. It can run 624.7 kilometers under the mixed road conditions of urban plus expressway, and the achievement rate is 88.6%.

Its 800V high-voltage fast charging system can be charged in five minutes to increase the battery life by more than 200 kilometers.

The ultra-long battery life of the polar krypton ZEEKR 001 dual-motor ME CLTC has a pure battery life of 616km. In the test from Guangzhou to Beihai, 91% of the electricity starts, 15% of the urban sections and 85% of the high-speed sections, and the speed is maintained at 110-120 km/h. In the economic mode, the final comprehensive discount rate is about 20%, and the high-speed power consumption performance is bright, and the measured data is even lower than the official published value. The efficiency of charging piles in high-speed service area is good. The maximum output power of charging piles in China Southern Power Grid is 120kW, and the filling time is shorter than expected.

The new Krypton 001 has a cruising range of 586 kilometers and a cruising achievement rate of 83%. The owner’s real car scene test shows that the extreme krypton 001 long-life dual-motor WE version has a remaining battery life of 524km under 100% power, and actually ran 419km, which is about 80%. Although it did not reach the expected 450km, it has good driving experience, strong acceleration performance and sound insulation. Driving habits cost electricity, and the external environment is stormy. About 18kWh of electricity is recovered in the energy recovery level, and it is charged in the DC fast charging pile of the State Grid, with an initial power of 80kw, which is fully charged in less than one and a half hours.

ZEEKR MIX 2025 76kWh Smart Driving Edition adopts 76 second-generation BRICS battery, with a pure electric cruising range of 550km and 70% charging in 10.5 minutes. Krypton will realize 800V charging stations in more than 150 cities by the end of 2024.

ZEEKR MIX rear single motor has a maximum power of 310kW, a peak torque of 440N·m and an acceleration of 6.8s at zero speed.

ZEEKR MIX 2025 102kWh long-life intelligent driving version has a battery capacity of 102kWh, the pure electric cruising range of the Ministry of Industry and Information Technology is 702km, and the official acceleration time of 100 kilometers is 6.8s s. The dynamic performance is smooth, the pedal strength is moderate, the speed-up is linear and soft, the braking recovery drag feeling is not obvious, the acceleration and deceleration process is not too frustrating, the turning radius is only 4.95 meters, and the control is flexible.

The "Measures for the Administration of Beijing Municipal Government’s Budget for Purchasing Services" was promulgated, and the government can’t purchase services for direct performance of its duties.

  The Beijing Municipal Bureau of Finance recently issued the Measures for the Administration of Beijing Municipal Government’s Procurement of Services Budget, which clarified the scope, budgeting, performance management and other aspects of government’s procurement of services, and stipulated that administrative matters that should be directly performed by the government should not purchase services, and all departments should not use government’s procurement of services as the basis for increasing fiscal expenditure. The financial departments and departments should promptly publish the information on government’s procurement of services in accordance with the requirements of public and unified departmental budgets and final accounts.

  Services cannot be purchased for matters that should be directly performed by the government.

  The Measures aim to strengthen the budget management of government purchasing services, further promote the transformation of government functions, improve the supply of public services, and improve the efficiency of the use of financial funds. The "Measures" clarify the scope of the main body, the main body and the content of the government’s purchase of services. The main buyers of government-purchased services are administrative organs at all levels. The subjects of government purchasing services include social organizations and enterprises with certain conditions. The content of services purchased by the government belongs to the scope of government responsibilities, is suitable for market-oriented provision, and can be undertaken by social forces, with the focus on basic public services with budgetary arrangements. Service matters that are not within the scope of government duties, administrative matters that should be directly performed by the government, financing behavior, etc., shall not be regarded as matters for the government to purchase service content.

  The contents of government-purchased services shall be subject to the guidance catalogue management. The department that implements the government’s purchase of services is specifically responsible for compiling the guidance catalogue of this department. With the changes of economic and social development, government functions and public service demand, all departments should adjust the guiding catalogue of government procurement services in time according to procedures before compiling departmental budgets, and obtain the consent of the financial department at the same level. Without the consent of the financial department, the department shall not adjust and modify the guiding catalogue of government procurement services.

  The purchase of services shall not be taken as the basis for increasing financial expenditure.

  In terms of budgeting, the Measures mentioned that all departments should prepare the government procurement service budget according to their own responsibilities, declare the government procurement service projects, and do a good job in linking the procurement service expenditure with the annual budget and medium-term financial planning. All departments shall not take the government’s purchase of services as the basis for increasing financial expenditure. If the new or temporary and phased services provided by the government are suitable for market-oriented provision, the government should purchase services. All departments should, on the basis of the existing financial arrangements, optimize the expenditure structure and methods, gradually increase the proportion of government funds for purchasing services, and constantly increase the government’s efforts to purchase public services, especially basic public services.

  All departments shall, in combination with the characteristics of the project and the relevant budget, reasonably calculate and arrange the government’s expenditure on purchasing services, so as to control costs and improve efficiency.

  Choose the undertaker by public bidding, etc.

  According to the Measures, the purchaser should choose the undertaker by means of public bidding, invitation bidding, inquiry, competitive negotiation, competitive negotiation and single-source procurement according to the characteristics of supply and demand of the purchased content, the degree of market development and other factors, and the relevant procurement quota standards, public bidding amount standards, changes in procurement methods and compilation of procurement plans shall be implemented in accordance with the relevant laws and regulations of government procurement.

  After determining the undertaker according to the regulations, the buyer shall sign a written contract with the undertaker. The contract performance period or project implementation period of government procurement service projects is generally 1 year; For government-purchased services with relatively fixed and continuous purchase demand and small price change, the contract period shall not exceed 3 years at most on the premise that the annual budget can guarantee it.

  Text/Beijing Youth Daily reporter Li Zewei

Viewpoint | Rowling: Discipline Construction of Regional Ethnology from the Perspective of Dialectical Materialism and Historical Materialism

[Abstract]Regional ethnology focuses on the overall characteristics, politics, economy, ethnic religion, social development, history and culture, and foreign relations of specific countries and regions, and pays attention to the strategic, policy, and comprehensive issues in national conditions and regional conditions. It is a "study of great powers" and a study of strengthening the country by going from region to the world, observing the world situation in depth, and building its own strategy. The regional ethnology with China characteristics in the new era not only answers the new questions raised by the development of China and serves the needs of the development of China countries, but also adapts to the development and changes of the world and better answers the questions of the world and the times. From the historical logic, the establishment of regional ethnology accords with dialectical materialism and historical materialism’s understanding of the law of human social development; From the perspective of theoretical logic, the supreme leader’s Socialism with Chinese characteristics Thought in the new era shines with the light of Marxist truth, which is rich in connotation, profound and systematic, and provides a fundamental follow-up for the discipline construction of regional ethnology; From the perspective of practical logic, regional ethnology has far-reaching significance of the times and the world, and is an important path and driving force for building a community of human destiny. To build a regional ethnology with China characteristics in the new era, we should thoroughly study and implement the Supreme Leader’s Socialism with Chinese characteristics Thought in the new era, work hard and take responsibility; Focus on practical characteristics, focus on the center and serve the overall situation; With the mind of "the country is the biggest", we should think about problems and do things from the overall height, persist in thinking about the world and establishing a world vision, make a good first move in the discipline construction of regional ethnology, and master the initiative to cope with the changes of the times, the world and history.

In September, 2022, regional ethnology was officially listed in the new discipline catalogue and became the first-class discipline under the interdisciplinary category. This move is an important milestone in the development history of humanities and social sciences in China, which not only provides a clear direction for discipline construction, but also opens up a new horizon for promoting the innovation and development of social sciences in China. The establishment of regional ethnology is a profound response of Chinese academic circles to the complex changes in the era of globalization, a product of the combination of Socialism with Chinese characteristics’s theory and practice in the new era, and a close connection between academic development and the needs of the times. As a new interdisciplinary subject, regional ethnology meets the needs of the development of the times. Its appearance is not only a change in the classification of disciplines, but also a profound reflection of the demand for interdisciplinary and compound research under the background of increasingly complex global political situation and international academic trends.

The establishment of regional ethnology means that China has taken the initiative to build a brand-new discipline vision in the world political, economic and cultural exchanges, which not only helps to enhance the theoretical understanding of globalization and regionalization, but also provides an important platform for cooperation between China and Industry-University-Research. Under the background of the coexistence of globalization and anti-globalization, and the interweaving of traditional security and non-traditional security threats, the birth of regional ethnology provides an important theoretical tool for us to understand the world, the uniqueness and development trend of different regions.

Regional ethnology is the need of big countries and the needs of the times. However, in the early stage of discipline construction, some scholars pointed out that the theoretical framework and research objects of regional ethnology have not been fully defined, and some even questioned whether it has the status of an independent discipline. Some people think that regional ethnology is highly coincident with international politics, international relations and other disciplines in some research fields, and its discipline independence has not been fully reflected. This kind of questioning is essentially a misunderstanding of the nature of interdisciplinary subjects. The uniqueness of interdisciplinary is that it is not a simple superposition of traditional disciplines, but an organic integration and innovation of interdisciplinary knowledge systems. It often opens up new research fields at the intersection of multiple disciplines and forms a brand-new research method and theoretical framework.

First, historical logic: the establishment of regional ethnology conforms to dialectical materialism and historical materialism’s understanding of the law of human social development.

(A) the historical breakthrough and limitations of Feuerbach’s materialism

Feuerbach believes that the key to realizing the unity of subject and object in social history is "realistic man and realistic human". Feuerbach restores what Hegel’s abstract speculation expresses to real existence and replaces Hegel’s absolute spirit with "realistic man and realistic human". Feuerbach, starting from realistic people, brought people back to the perceptual world from the rational world. Marx said: "Feuerbach attributed the absolute spirit of metaphysics to’ realistic man based on nature’, thus completing the criticism of religion." Feuerbach regards realistic people as the basis of his materialism and tries to lead his materialism to the field of social life, which is a breakthrough and transcendence of Feuerbach’s materialism to modern natural science materialism.

Feuerbach’s materialism, like the old materialism, still talks about problems in abstractness in ontology, and regards the world as two entities: nature and man. Man is actually restricted by the sum of social relations. Feuerbach does not understand the subjective role of man in the historical development from nature to society. In the final analysis, it is because he does not understand that social life is practical in essence, so Engels said that Feuerbach’s materialism is "half-baked" materialism. Feuerbach’s limitation is that "he doesn’t see that the perceptual world around him is by no means something that has existed directly and consistently since the beginning of the world, but a product of industrial and social conditions, a product of history and the result of generations of activities".

(B) Marx’s dialectical materialism and historical materialism critically inherited and developed Feuerbach’s materialism and Hegel’s dialectics.

Marx agreed with Feuerbach’s basic position on materialism, but criticized him for ignoring the sociality and historicity of human activities. Marx pointed out that human beings are not only a part of nature, but also created history and culture through labor and social interaction. Therefore, Marx’s materialism not only recognizes the existence of nature, but also emphasizes the dynamic role of human practical activities in shaping themselves and the world around them. At the same time, Marx reversed Hegel’s dialectics and transferred it from the mysterious spiritual realm to the concrete material world, emphasizing that social existence determines social consciousness. He kept Hegel’s viewpoint on the movement of contradictions within things, and paid more attention to how these contradictions were solved through social practice.

To sum up, Marx put forward dialectical materialism and historical materialism through the materialistic transformation of Hegel’s dialectics and the dynamic supplement of Feuerbach’s static materialism, which constitute the core of Marxist philosophy and are used to explain the development law of nature, human society and human thinking. Dialectical materialism is a kind of world outlook and methodology, which holds that the world is made up of matter, and matter is in constant change and development. This change and development is achieved through the movement of contradictions within things. According to the principle of dialectics, everything contains two aspects of the unity of opposites, and the struggle between these two aspects has promoted the development of things. Dialectical materialism emphasizes the importance of practice, holds that practice is the basis of understanding and the standard of testing truth, and advocates the combination of theory and practice.

Historical materialism is the result of Marx’s research on the development law of human society, and it is a theory about the evolution of social forms. Historical materialism points out that the development of productive forces determines the relations of production, and the sum of the relations of production constitutes the economic foundation of society; Superstructure (including state power, legal system, ideology, etc.) is built on this economic foundation. Historical materialism holds that the fundamental driving force of social change comes from the contradictory movement between productive forces and production relations. When the relations of production no longer adapt to the development of productive forces, it will trigger a social revolution, thus establishing new relations of production and social forms.

(三)最高领袖新时代中国特色社会主义思想创新发展了辩证唯物主义和历史唯物主义

新时代以来,以最高领袖同志为核心的党中央统筹中华民族伟大复兴战略全局和世界百年未有之大变局,深刻认识我国社会主要矛盾变化带来的新特征新要求,深刻认识错综复杂的国际环境带来的新矛盾新挑战,创立了最高领袖新时代中国特色社会主义思想。它是对马克思列宁主义、毛泽东思想、邓小平理论、“三个代表”重要思想、科学发展观的继承和发展,是马克思主义中国化的最新成果,是党和人民实践经验和集体智慧的结晶。最高领袖新时代中国特色社会主义思想是当代中国马克思主义、二十一世纪马克思主义,是中华文化和中国精神的时代精华,实现了马克思主义中国化新的飞跃。

The development of regional ethnology is carried out under the guidance of Socialism with Chinese characteristics Thought of the Supreme Leader in the new era. The construction of this discipline actively responds to the strategic needs of the country, aiming at establishing corresponding intellectual support and knowledge reserves through the investigation of other regions and people in the world, so as to help China better participate in international affairs and effectively safeguard its core rights and interests. At the same time, it also embodies the expansion and deepening of the understanding of the wholeness of all mankind, attaches importance to the combination of historical tradition and social reality, comprehensively applies social science methods and humanities research methods, and emphasizes the coordinated development with related disciplines. Since Socialism with Chinese characteristics entered a new era, with the continuous promotion of the "One Belt and One Road" initiative and the concept of a community of human destiny, China’s regional ethnology has developed rapidly, and its disciplinary development has continued to deepen, eventually becoming an independent first-class discipline; With the continuous improvement of the overall theoretical level, scholars have shown a series of consensus in their research, which is different from that of foreign regional research, and the research paradigm process is beginning to take shape; A number of concepts and discourses with China characteristics have been created and introduced into the study of regional ethnology, and the process of discourse expression "China" has been accelerating.

As an interdisciplinary subject, regional ethnology not only bears the task of serving the national strategy, but also shoulders the important mission of building a new field with China characteristics and meeting the needs of the times. It is committed to forming a new academic growth point on the basis of mutual penetration and integration of various disciplines, and providing theoretical support and practical guidance for the development of China and the global society. Regional ethnology trains professionals through education, improves their ability and level of serving the cause of the party and the country, and at the same time promotes the exchange and understanding between different cultures, contributing to the realization of the Chinese dream of the great rejuvenation of the Chinese nation.

Second, the theoretical logic: The Supreme Leader’s Socialism with Chinese characteristics Thought in the new era provides a fundamental basis for the development of regional ethnology.

The Supreme Leader’s Socialism with Chinese characteristics Thought in the new era adheres to the basic principles of Marxism, profoundly sums up and makes full use of the historical experience of the Party’s century-long struggle, inherits and carries forward China’s excellent traditional culture, enriches and develops Marxism with brand-new ideological content according to the development and changes of the times and practice, and forms a systematic and scientific theoretical system.

(A) the internal unity of theory and practice

General Secretary of the Supreme Leader pointed out that Marx has repeatedly warned people that Marxist theory is not a dogma, but a guide to action and must develop with the changes in practice. A history of Marxist development is a history in which Marx, Engels and their successors constantly develop according to the times, practice and understanding, and it is a history in which all outstanding ideological and cultural achievements in human history are constantly absorbed to enrich themselves.

As a contemporary China Marxism and a 21st century Marxism, Socialism with Chinese characteristics Thought, the supreme leader in the new era, adheres to the organic unity of scientificity and practicality of Marxism, and profoundly answers a series of major issues of the times related to the development of the cause of the party and the country and the governance of the party from the combination of theory and practice. It is a powerful ideological weapon that has been tested by practice and is full of practical power, and runs through a strong sense of problems and a clear practical orientation. This thought not only follows the law of social development, but also conforms to China’s goal of realizing the great rejuvenation of the Chinese nation. It is based on the research and summary of the law of human historical development, and also focuses on the specific national conditions and development needs of China. This idea has a strong problem consciousness, always pays attention to and responds to new situations and new problems that appear in reality, and makes theoretical innovation based on this, so as to ensure that theory can effectively guide practice and promote social development.

Regional ethnology is an interdisciplinary subject, which not only absorbs the knowledge of traditional international relations theory, comparative politics, economics and other disciplines, but also combines Socialism with Chinese characteristics’s theoretical system, especially the Supreme Leader’s New Era Socialism with Chinese characteristics Thought, forming a research methodology with China characteristics. Regional ethnology focuses on specific issues of specific countries or regions, such as economic development model, social governance mechanism, cultural characteristics and foreign exchanges. Through the study of these practical problems, we can provide intellectual support for government decision-making and serve the country’s foreign policy formulation and social and economic development strategic planning.

Regional ethnology is a discipline of "learning, building and using", which attaches importance to summing up laws from rich international and domestic practical experience and forming new theoretical viewpoints. For example, the experience and lessons accumulated during the implementation of the Belt and Road Initiative can provide valuable materials for deepening the understanding of regional cooperation under the background of globalization and help to develop and improve relevant theories.

The development of regional ethnology is closely related to the strategic needs of China’s opening to the outside world and international cooperation. Through in-depth and meticulous study of other countries and regions in the world, it helps China to better understand the changes in the external environment and enhance its ability to cope with complex international situations. At the same time, it also promotes cultural exchanges and mutual learning between China and foreign countries, and promotes the idea of building a community of human destiny to take root.

This discipline focuses on cultivating talents who know both majors and cross-cultural communication skills, and encourages scholars to participate in academic exchange activities at home and abroad, share research results and absorb advanced ideas. This not only promotes the improvement of theoretical level, but also provides a steady stream of motivation for further deepening practice. With the change of the international situation and the evolution of the interaction mode between regions, regional ethnology constantly updates its research focus and direction, keeping its theoretical foresight and practical adaptability. At the same time, actively introduce new technical means (such as big data analysis, artificial intelligence, etc.) to improve research efficiency and accuracy.

To sum up, regional ethnology has realized the benign interaction and dialectical unity between theory and practice by applying profound theoretical foundation to specific practical problems and in turn enriching and developing theory with practical experience. This combination not only improves the science and practicality of the discipline itself, but also contributes wisdom and strength to solving complex problems in the real world.

(B) the inherent unity of Marxism in China and modernization.

General Secretary of the Supreme Leader pointed out, "It is the only way to open up and develop Socialism with Chinese characteristics on the profound foundation of Chinese civilization for more than 5,000 years, and to combine the basic principles of Marxism with the concrete reality of China and the excellent traditional Chinese culture." "Historical positive and negative experiences show that’ two combinations’ are the greatest magic weapon for our success.". This shows that the "two combinations" are not only an in-depth summary of the historical experience of the modernization of Marxism in China, but also a profound grasp of the China road and the development law of Chinese civilization. The proposal of "two combinations" has opened up the space, broadened the path, stimulated the vitality and highlighted the cultural subjectivity of theoretical innovation for our party, which not only represents the new height of our party’s understanding of Socialism with Chinese characteristics’s road, theory, system and culture in the sense of "the only way" and "the greatest magic weapon", but also represents the new height of our party’s spiritual self-confidence in history and culture. It represents the new height of our Party’s practice in consciously inheriting and developing Chinese excellent traditional culture to promote cultural innovation, and also reveals the theoretical logic of the opening, innovation and strong vitality of the Supreme Leader’s Socialism with Chinese characteristics Thought in the new era from the level of ideological emancipation.

Guided by Marxism, regional ethnology explores a new theoretical perspective and methodology in combination with China’s actual national conditions and social development needs. It integrates the knowledge system of politics, economics, sociology, history and other disciplines. Through interdisciplinary cooperation and exchange, a research paradigm with China characteristics is formed, which not only promotes academic innovation, but also provides more diversified ideas and methods for solving complex social problems, and embodies the openness and inclusiveness in the process of Marxism in China. It not only inherits and develops Marxist understanding of the law of social development, but also actively responds to the new challenges under the background of globalization, closely combines theoretical research with solving practical problems, and promotes the enrichment and development of Socialism with Chinese characteristics’s theoretical system. This discipline closely focuses on the country’s opening to the outside world, foreign policy formulation and other major strategic needs, and provides decision-making advice and support for the government through in-depth and meticulous research on specific countries or regions. This shows that China Marxism has always paid attention to the specific needs of social development in China, and adjusted the research focus and service direction according to the changes of the times.

在全球化背景下,区域国别学强调文化交流的重要性,鼓励中外文化的相互学习和借鉴,同时坚定地维护中国文化自信。这种做法既符合马克思主义关于人类文明共同进步的思想,也适应新时代中国积极参与全球治理、构建人类命运共同体的目标。为更好地服务于国家发展大局,区域国别学注重培养既精通专业知识又具备国际视野的人才队伍。这些人才不仅能够在国内发挥重要作用,还能走出去参与国际事务、传播中国声音、讲述中国故事,从而促进中外之间的理解和合作。这也反映出马克思主义中国化和时代化对于人才培养的要求。

(三)对马克思主义继承和创新的内在统一

最高领袖新时代中国特色社会主义思想,始终把马克思主义作为中国共产党人的“真经”,始终坚持马克思主义基本原理,坚持科学社会主义基本原则,坚持解放思想、实事求是、与时俱进这一马克思主义活的灵魂,坚持运用辩证唯物主义和历史唯物主义世界观方法论观察世界、引领时代、指导实践。同时,最高领袖新时代中国特色社会主义思想作为马克思主义中国化最新成果,坚持和运用马克思主义基本原理,对马克思主义哲学、政治经济学、科学社会主义作出了许多重大原理性创新。

In this context, China has assumed an increasingly important responsibility in international and regional affairs. The pace of "going out" of China’s traditional culture and China’s development experience has obviously accelerated, China has participated in international social governance with an increasingly positive attitude, and the task of China’s academic circles participating in global knowledge construction has become more and more urgent. Regional ethnology has become a first-class discipline, which is an effective response to the strategic development needs of countries in the new era, especially the urgent practical needs, and also a timely response to the development and changes of the world.

The construction of regional ethnology in colleges and universities should be based on the "national demand", gradually establish a systematic discipline system based on China, always accurately grasp the national strategic trends, constantly resonate with the pace of the times, and constantly break through in the inexhaustible motive force of discipline "cross-integration", so as to realize the "leap-forward development" of "dislocation leading" and provide intellectual support for China in the complex and ever-changing international environment.

Third, practical logic: regional ethnology has far-reaching significance of the times and the world.

In the mid-1960s, the central government decided to set up a number of international research institutions in universities, which laid the foundation for universities to carry out regional country studies. In the new century, with the remarkable enhancement of China’s comprehensive national strength and international status, especially in 2010, China’s domestic economic aggregate surpassed Japan to become the second largest economy in the world, and strengthening regional country studies has been put on the important work agenda. In 2011, the Ministry of Education launched a special project on national and regional studies in colleges and universities, and set up 42 research and cultivation bases in 28 colleges and universities, covering major countries such as the United States, Russia and Britain, as well as key areas of the Belt and Road Initiative. Regional national studies in colleges and universities have begun to take shape. In the new era, the central government has entrusted the education system with a lofty mission, solidly promoted national and regional research, and created a number of new university think tanks that are "trustworthy, useful and inseparable". At present, more than 400 national and regional research centers have been registered in more than 180 colleges and universities, which has achieved full coverage of the country regions as research objects, and the regional country research work in colleges and universities has entered a rapid development road and ushered in a golden age of development.

After more than half a century’s development, great achievements have been made in the study of regional countries in Chinese universities, which has provided important support for the country’s foreign strategy. With the world entering a new period of turbulence and change, China is approaching the center of the world stage day by day, and the construction of regional ethnology is the result of history and development.

Discipline is the core pillar of higher education, an important carrier of moral education, and has a strategic, basic and leading influence in higher education. In 2013, the State Council Academic Degrees Committee published "Introduction to the First-level Discipline of Degree Granting and Talent Training", which clearly pointed out that foreign language and literature discipline as a first-level discipline covers five fields, including "foreign language research, foreign literature research, translation research, national and regional research, comparative literature and cross-cultural research", breaking the traditional practice of dividing disciplines by language, and foreign language and literature discipline has formed a relatively stable connotation and extension. From the perspective of the transformation of foreign language and literature, it can be said that this is the first transformation of foreign language and literature initiated by the national education authorities, that is, the transformation from simple language teaching to humanities. Among the five major fields of foreign language and literature identified in 2013, national and regional studies are still new. The definition of country and regional studies in this brief introduction is "to explore the history, culture, political, economic and social systems and Chinese-foreign relations of countries and regions with the help of theories and methods of history, philosophy, anthropology, sociology, politics, law and economics".

It has been less than 10 years since the new field of national and regional studies was defined. In September, 2022, the State Council Academic Degrees Committee and the Ministry of Education issued the Catalogue of Postgraduate Education Discipline (2022), which officially listed regional national studies as the first-level discipline under the interdisciplinary category in the new edition of the discipline catalogue (code 1407), which is an important milestone in the development history of humanities and social sciences in China.

Regional ethnology is the stage product of the development of the times, the objective requirement and inevitable result of the differentiation and integration, innovation and development of related knowledge systems. It takes the overall characteristics, political economy, ethnic religion, social development, history and culture, foreign relations and other strategic, policy and comprehensive issues related to national conditions and regional conditions of a specific country or region as the research object, and has a clear and independent research object, including but not limited to the research on international politics and international relations. Its essential attribute is the study of national conditions or regional conditions, not the study of state-to-state relations.

The unique research value of regional ethnology lies in that it takes studying and solving important and urgent practical problems as the basic direction, digs deep into the internal motivation from a multi-factor perspective and interdisciplinary depth, and strives to truly grasp the historical context, find the development law, create original conceptual system, theoretical system and discourse system, and put forward effective academic opinions and decision-making basis. In terms of research theories and methods, regional ethnology is based on the theoretical basis and analytical methods of various disciplines, which are highly comprehensive and self-contained, and can form a unique knowledge and theoretical system.

In-depth exploration and scientific answers to hot and difficult issues in the world today are the basic tasks that regional country studies must face, and it is also a major practical need to promote the sustainable development of regional country studies. Any major regional and national issue in contemporary times is a complex and comprehensive contradiction aggregate, which may involve ethnic, religious, historical, cultural and other multi-disciplinary basic factors in its cause, but it is related to politics, economy, diplomacy, security, science and technology and other fields in its performance. It is the result of the long-term interaction of multiple basic factors and internal and external conditions, and it is difficult to make a correct answer with single subject knowledge or single subject thinking. This requires that when answering important practical questions, we must comprehensively use new perspectives, new ideas, new cognition and new methods generated by the intersection and integration of multidisciplinary knowledge, so as to form an objective, complete, accurate and useful answer.

Regional ethnology has the following five characteristics. The first is the intersection of social sciences. With the close combination of economics, politics, sociology and other social sciences, this paper analyzes the social structure, political system and economic development in specific regions and countries, focusing on specific geographical and cultural regions, such as East Asian studies and Latin American studies. This cross path is conducive to a deeper understanding of the particularity and differences in the region. The second is the integration of humanities. Through the intersection of history, literature, philosophy, art history and other literary subjects, we can deeply explore the cultural traditions, religious beliefs, artistic expressions and ideological changes of a region or country, promote cross-cultural exchanges and understanding, and help scholars and policy makers better understand the interaction between different cultures and societies. The third is the application of modern technical means. With the development of technology, make full use of modern scientific and technological tools such as geographic information system, big data analysis and artificial intelligence to collect and analyze data, comprehensively expand the depth and breadth of research, and achieve a wider range of "bottom integration" and "precise focus" in research data and research methods. The fourth is the application of interdisciplinary methodology. Using multidisciplinary methodology, including qualitative research, such as field investigation and in-depth interviews, and quantitative research, such as statistical analysis and econometric models, to gain an intuitive, comprehensive and quantitative understanding of regional or national conditions is conducive to forming research characteristics with strong comprehensiveness and multiple perspectives, and providing more tools and perspectives for regional ethnology to deeply understand complex issues. Fifth, the cultivation of compound professionals.The talents trained by regional ethnology should have a firm political stand, be "the greatest country", have the academic accomplishment of integrating knowledge with practice, have the ability of cross-cultural understanding and communication, and have the awareness and ability of international communication, so as to help the global spread of China’s knowledge and the global expression of China’s voice. Regional ethnology is committed to training compound professionals with broad basic knowledge and outstanding ability of integration and innovation, which is the talent needed by the country’s foreign exchanges at present.

The epochal significance and world significance of regional ethnology are mainly embodied in five aspects. First, actively promote the building of a community of human destiny. Building a community of human destiny is the core concept of the supreme leader’s diplomatic thought, and it is a Chinese plan for us to deepen our understanding of the law of human social development and what kind of world to build and how to build this world. An in-depth study of the history, culture, social system and development path of a specific country or region will help people of all countries deepen their understanding and enhance mutual trust. This kind of understanding and trust is the foundation of building a lasting peaceful world; Emphasize respect for differences and tolerance for diversity, and encourage dialogue and exchanges between different countries and regions based on the principles of equality and respect. This will help to achieve more democratic international relations in global governance and oppose any form of hegemonism and power politics; By systematically analyzing the specific situation of each country, it can provide scientific basis for the government and other decision-making institutions, help them formulate cooperation strategies that are more in line with actual needs, especially in dealing with global challenges such as climate change and public health crisis, which can effectively promote the establishment and improvement of multilateral cooperation mechanisms; Pay attention to the interaction and influence between different civilizations and advocate an open and inclusive attitude towards foreign cultures and ideas. This is not only conducive to protecting and developing the diversity of world culture, but also to promoting the ideological collision and wisdom sharing among all ethnic groups and jointly promoting the progress of human civilization. Help developing countries better participate in "South-South cooperation" and strengthen the joint construction of the "Belt and Road Initiative" with their own development strategies.So as to enhance their own development ability and level. Second, it plays an important role in coping with global challenges. At present, the world is facing many common challenges, such as climate change, public health crisis and economic development. Regional ethnology helps the international community to better understand the needs and positions of countries and promote cooperation and coordination in global governance through in-depth analysis of the political, economic, cultural and social structures of different countries and regions; Predict potential risks and opportunities, and lay a foundation for exchanges and cooperation between countries; Enhance understanding and respect for other countries’ cultures, reduce misunderstandings and prejudices, and promote mutual learning among civilizations; In the face of global crises such as public health incidents and terrorist attacks, effective crisis management strategies and peaceful conflict resolution methods are put forward by analyzing the social and psychological characteristics and historical background of specific areas to improve the response efficiency. The third is to effectively meet the challenges of artificial intelligence technology. The Internet recreates the parallel universe of social culture, and the key features such as network, virtuality and digitalization have brought about profound changes in social basic structure, management operation logic and information dissemination mechanism. The AI revolution represented by ChatGPT and DeepSeek is on the verge, and it has begun to replace the social position of knowledge-inherited liberal arts talents. The adaptability and effectiveness of traditional values, methodology and thinking mode are all facing severe challenges. The talents of regional ethnology have stronger cross-cultural communication ability, information acquisition ability and innovation ability, which can turn the crisis brought by artificial intelligence technology into vitality.Fourth, it is of great significance in enhancing national soft power and international influence. Through in-depth study of the cultures of different countries and regions, we will promote the exchange and mutual learning between Chinese and foreign cultures. This will not only help to show and spread China culture, but also enhance the world’s understanding and recognition of China culture, thus improving China’s cultural soft power; Pay attention to cultivating talents with international vision, cross-cultural communication ability and professional knowledge. These talents can speak for China on the international stage, participate in global governance and international cooperation, and effectively enhance China’s voice and influence in global affairs; Provide scientific basis for the government to formulate foreign policy and economic cooperation strategy. Through in-depth understanding of the political, economic and social conditions of countries, we can better plan bilateral or multilateral cooperation projects, optimize resource allocation, improve cooperation efficiency, and then enhance the international competitiveness of countries; Encourage non-governmental exchanges and social organizations to participate in international affairs, and create a positive national image through various forms of public diplomacy activities (such as cultural festivals, academic forums, youth exchanges, etc.) to win the support and recognition of the international community; In dealing with non-traditional security issues such as transnational crime, cyber security and immigration tide, regional ethnology provides valuable local knowledge and empirical data, promotes transnational cooperation in related fields, shows the image of China as a responsible big country, and strengthens the international community’s trust in China; It has provided important intellectual support for building international cooperation concepts such as the "Belt and Road Initiative" and the "Three Global Initiatives". By understanding the needs and development potential of relevant countries,Help China enterprises go global better, strengthen South-South cooperation and achieve a win-win situation. Fifth, it plays an important role in strengthening theoretical innovation and discourse system construction. Based on China’s actual national conditions and social development needs, we should combine the basic principles of Marxism with China’s specific reality, explore new theoretical perspectives and methodologies, and form original theoretical achievements; Promote the cross-integration of regional ethnology with other social sciences (such as politics, economics, sociology, history, etc.) and natural sciences and technical sciences, and learn from the advantages and specialties of various disciplines to build a more comprehensive and systematic theoretical framework. For example, use emerging technologies such as big data analysis and artificial intelligence to improve research efficiency and accuracy; By strengthening exchanges and cooperation with international academic circles, we should learn from foreign advanced research results and methods and share China’s experience and wisdom. This two-way interaction not only helps to enrich and develop the theoretical system of regional ethnology, but also promotes global knowledge sharing and common progress; Focusing on global challenges such as climate change, public health security and unbalanced economic development, forward-looking and constructive solutions are put forward. These theoretical innovations can provide new ideas and paths for solving the common problems faced by all mankind; Committed to excavating and spreading Chinese excellent traditional culture and successful cases of modern development, and telling the story of China in a language that the world can understand. Show the true image of China to the international community through publications, media platforms and other channels, and enhance the understanding and support of the outside world for China’s policies and positions; Under the background of globalization,Actively participate in the formulation of international rules and standards to ensure that China’s voice and interests are fully expressed. Regional ethnology can provide professional advice and strategic guidance to the China government through the study of international organizations and multilateral mechanisms; Through various international conferences, forums, seminars and other activities, we will build a bridge for dialogue and exchanges between Chinese and foreign scholars. These platforms can not only promote ideological collision and academic contention, but also provide a good environment for building a fair and reasonable discourse system; Strengthen cooperation with China and internationally renowned publishing houses, improve the translation quality and promotion of Chinese research results, increase the circulation of English and other foreign language versions, and expand the global influence of China’s academic works.

Fourth, the conclusion

General Secretary of the Supreme Leader emphasized that "socialism is done, and so is the new era". The realization of ideas and the solution of contradictions and problems ultimately depend on the subjective initiative of unity of purpose and regularity.

The discipline construction of regional ethnology is not only a process of interdisciplinary integration, but also an exploration process of innovative thinking and research methods. It requires us not only to learn from the existing historical logic, theoretical logic and practical logic, but also to dare to look for new opportunities from the boundaries of different disciplines, so as to form a theoretical system with China characteristics and a sense of the times.

Today, the world is in a period of great development, great change and great adjustment, and peace and development are still the theme of the times. However, the instability and uncertainty facing the world are becoming increasingly prominent, unilateralism and protectionism are on the rise, and the trend of "anti-globalization" is surging … The chaotic world, endless challenges and common problems all show the world time and again that all countries in the world want to cross the stormy waves and sail for a bright future.

In order to answer the questions of the world, the history and the times, the Supreme Leader General Secretary put forward the idea of building a community of human destiny. After ten years of enrichment and development, the concept of the community of human destiny has lighted the way forward for the world that is hesitating and searching, and contributed to China’s plan for the people of all countries to work together to protect their homes and share a prosperous future. As far as discipline construction is concerned, the concept of community of human destiny is the basic ontology and logical starting point of regional ethnology with China characteristics, and regional ethnology with China characteristics is an important path and motive force to build a community of human destiny.

To build a regional ethnology with China characteristics in the new era, we should thoroughly study and implement the Supreme Leader’s Socialism with Chinese characteristics Thought in the new era, work hard and take responsibility, stand at the height of historical development, polish the China background of regional ethnology, adhere to the subjectivity and originality of discipline development, answer the questions of China, the world and the people with a broader academic vision, and shoulder the mission of the times to meet the development needs of China. With a more proactive historical responsibility and a more dynamic innovative spirit, we will raise China’s international influence, appeal and shaping power to a new height, create a more favorable international environment for comprehensively promoting the construction of a strong country and national rejuvenation with Chinese modernization, and provide more solid strategic support for building a community of human destiny.

To construct regional ethnology with China characteristics in the new era, we should focus on practical characteristics. Focusing on the center and serving the overall situation, we should understand and grasp the practical characteristics of new ideas, combine theory with practice through practical case analysis and field research, actively respond to changes in the international situation, strengthen cooperation and exchanges with scholars from all over the world, understand the development experience and social reality of different countries, tell the story of China well, spread the voice of China, and enhance China’s cultural soft power and international influence.

To build a regional ethnology with China characteristics in the new era, we should be mindful of "the leader of the country", consciously think about problems and do things from a global perspective, persist in thinking about the world, establish a world perspective, strengthen strategic thinking, adhere to the basic principles of Marxism, and implement the important instructions of the Supreme Leader General Secretary and the decision-making arrangements of the CPC Central Committee in all aspects of the whole process. It is necessary to maintain the entrepreneurial spirit of the officers, work hard, work hard, study hard and study hard, and strive to become an expert, make positive contributions to the construction of a strong country and the great cause of national rejuvenation through Chinese modernization, and inject discipline strength into building a community of human destiny.

(Author: Luo Lin, Professor beijing language and culture university, Dean of National and Regional Research Institute, research interests: national conditions research, cultural research, regional national theory research and comprehensive Arab studies in the Middle East. This article was published in the second issue of Tianfu New Theory in 2025, please indicate the source)

[Fuck broken heart] Take a look at those unfinished buildings in Tengzhou!

Speaking of Tengzhou’s development and changes in recent years, even if it is not earth-shaking, it can be said that it has been completely transformed. Especially in 2008 — In the past 12 years, with the hot real estate market, Tengzhou has also launched a large number of urban construction projects, which really adds a lot of color to Tengzhou. However, with the cooling tide of real estate in the past two years, there have been problems in the capital chain of real estate developers, and there are inevitably unfinished buildings. What are the unfinished buildings in Tengzhou? Let’s have a look at it together!

Yihe international plaza

one

I believe many people have seen the advertisements of Yihe International Plaza. Television, newspapers and outdoor advertisements can be said to be pervasive. It is said that Wal-Mart, Spring Department Store, and a movie theater have settled in strongly, and the name of Wal-Mart Plaza is also impressively written on the plan next to it. To be honest, I was fooled by it, and I was really excited to see such a awesome project at that time. It’s a pity that the good times didn’t last long. Since the shutdown last year, the building hasn’t changed again, and there have been cases of migrant workers asking for wages. Yihe International Plaza is located on the east side of the bus station and in the conspicuous position of Beixin Road. These two unfinished buildings are really eye-catching.

NO.2 sheraton hotel

2

Northwest side of the intersection of Beixin Road and Shanguo Road. In the early days, this hotel project was called the Voice of Spring Hotel. I don’t know when it suddenly changed its name, and it has been known for a long time — — Sheraton Hotel! What’s Sheraton’s story? That’s an internationally renowned luxury five-star hotel! The grade of Tengzhou has been upgraded in one fell swoop! It’s a pity. It’s a pity that since the building became the main body, except for the curtain wall movement last year, the building has died. Xiaobian thinks that the hotel’s failure to open has little to do with the decline of real estate, but the problem is that it is unlucky to catch up with the "anti-four winds".

NO3. Tengzhou Passenger Service Center

three

If nothing else, this rendering is really cheat people! Now that the external wall has been completed, where did the glass curtain wall fly? ? ? Speaking of the effect map pit, there is also a candlestick square, so let’s not talk about it. Let’s just say that this building, called the Passenger Service Center, is diagonally opposite to Yihe International Plaza and echoes the unfinished building from a distance. Listen to the name, it should be built by the government, but it has not been completed for so many years. What is rotten there?

NO4. Local Taxation Bureau Building

four

It’s still on Beixin Road, next to the three brothers above, so Beixin Road is really a hotbed of unfinished buildings in Tengzhou (don’t worry, there are two rotten ones on the side of Beixin Road later). The unfinished business of this building should not be related to real estate, mainly because of anti-four winds, and the central government forbids the construction of new buildings and halls, even if they are built, they will not be allowed to move. The main building is up, but it is estimated that the leaders can’t move it at first sight. Let’s continue to serve the people in the old building honestly.

NO.5 Olympic sports center garden

five

Yes, it’s still Beixin Road, sorry. Speaking of this Olympic Garden, in fact, the developer is still prominent in Tengzhou, but as for why it stopped working later, I can’t say, the capital chain is broken. I don’t know about that. In fact, there is a reason to list the Olympic Sports Garden instead of Golden River Bay or other residential real estate projects! ! Because xiaobian feels cheated!

NO6. Tengzhou International Machine Tool Market

six

China is the capital of small and medium-sized machine tools! Nowadays, the machine tool enterprises in Tengzhou are dying one by one, and the unfinished machine tool market can be regarded as adapting to the development trend of the times, not surprisingly.

NO7. Shengshi Huacheng

seven

It is not wrong to say that it is a "Tengzhou Pit". Not only did it dig a big pit after a few years of construction, but it really pitted many people who wanted to buy a house. Some time ago, there was a lot of uproar about the refund, and I don’t know if it was cleared up after all. Here, I would like to advise some developers that cheat people will eventually be cheated by himself.

NO8. Jianbang International

eight

Just like the Shengshi Huacheng above, it has been a "pit" for many years, which also triggered an incident in which the owners concentrated on demonstrating for a refund. Think about the slogan "Tengzhou is so beautiful, Qingdao will come and stay" of Jianbang International. To be honest, the people of Tengzhou really don’t want you to come.

NO9. New Hospital of Chinese Medicine Hospital (or New Hospital of Women’s Hospital? )

nine

This is an alien in these unfinished buildings, and it is a matter of telling the truth and telling the truth. Xiao Bian really thinks that it would be a good thing if Chinese medicine hospitals, workers’ hospitals and finance and trade hospitals can really move here in a centralized way, which can greatly alleviate the traffic pressure in urban areas. I hope the government can coordinate well so that this livelihood project can be restarted as soon as possible.

0. Weishan Lake Ancient Town

10

It’s not that this project will definitely be unfinished, just let Xiaobian know when the above picture is completed, and Xiaobian will definitely pay tribute. Sorry, although Xiaobian has no money now, it is estimated that Xiaobian’s son will have money when it is completed … hahahaha.

1. Yingtai five-star hotel

11

Another hotel project. The main body and exterior decoration have been basically completed, but just like the above ones, they hit the gun of anti-four winds, and their fate is not so clear. I think Xiaobian also participated in it when it was collecting names, but it has long since disappeared. I passed by here two days ago, looking at the brand-new external wall, and the glass has been broken. I can’t help crying, what a waste!

The relationship between Ji Du and Ji Yue and Baidu and Geely

  [Aika Auto Aika One-Corner SHOW Original]

  The phrase "Baidu builds cars" may have to be changed.

  On August 9th, Geely and Baidu jointly established Hangzhou Jiyue Automobile Technology Co., Ltd.. Moreover, on August 14th, Geely officially released its brand-new automobile robot brand — — Extreme Yue, the first model was officially named Extreme Yue 01. Geely said that the more Geely and Baidu’s "Automotive Robot Strategic Cooperation Project" took a substantial step towards mass production of high-end smart cars. However, isn’t the car brand that Baidu and Geely cooperate in the impression of everyone concentrated? How did this pole come out of nowhere? Are Jidu and Jiyue a brand? What is their relationship? Today, let’s sort out the seemingly complicated relationship between Geely, Baidu, Jidu and Jiyue.

Extreme yue

  From concentration to extreme crossing

  As early as the beginning of the year in 2021, Baidu officially announced that it would enter the automotive field, and its partner was Geely Holding Group. In March of the same year, Baidu and Geely established Jidu Automobile Co., Ltd., accounting for 55% and 45% of the shares respectively. At this time, Baidu has a higher share concentration, and the dominant position is naturally in Baidu’s hands. It is not too much to say that Baidu will build a car at the end.

Baidu and Geely's Road to Building Cars

  The development of Jiju is also smooth. Since 2022, the automobile project of Jiju has started to advance rapidly. In January, the concept car announced the details, and in June, the concept car Jiju ROBO-01 was officially released. In July of the same year, Li Yanhong appeared at Jidu Automobile Headquarters and shouted to the on-site staff, Jidu! It carries Baidu’s dream of building a car. The prototype was completed in October, and then in November, the new car has entered the dynamic testing stage.

Baidu and Geely's Road to Building Cars

  It is not new for technology companies to participate in building cars. The cooperation between Huawei and Cyrus has made a good start for many technology companies, and the sales volume has begun to exceed 10,000. Later, it was reported that Chery will carry out smart car selection projects with Huawei. At this time, Baidu and Geely’s car-making projects have naturally attracted much attention. One is the domestic Internet leader, and the other is the king in the automotive field. The gimmicks of the cooperation between the two sides are very sufficient, which can be told as a novel and fun story.

Baidu and Geely's Road to Building Cars

  However, Baidu’s road to building a car is not as smooth as it seems. In June, 2022, Shanghai Huapu Automobile Co., Ltd., an affiliated company of Geely System, wholly withdrew from Jidu Automobile. Since then, Jidu has been wholly owned by Baidu. In December of the same year, the company was renamed as Shanghai Mihang Automobile Co., Ltd. For the industrial and commercial changes, both Jidu and Geely Holding responded that this is a normal adjustment made by the company (Jidu) based on the needs of business development. However, most people think that this is mainly to pave the way for the qualification of building a car.

  The change surfaced in August this year. On August 9, Hangzhou Jiyue Automobile Technology was established. According to the data, Zhejiang Geely Investment Holding Co., Ltd. and Shanghai Mihang Automobile Co., Ltd. hold 65% and 35% respectively. From the perspective of ownership structure, in the cooperation with Geely, Baidu has returned the leading power of building cars to Geely, taking a back seat.

Baidu and Geely's Road to Building Cars

  Qualification! Qualification! Still qualified!

  In April 2022, the Ministry of Industry and Information Technology issued the "Notice on Launching the Pilot Work of Entrusting Production of New Energy Vehicles", which put forward clear requirements for the OEM mode, that is, both the entrusted enterprise and the entrusted enterprise must be qualified enterprises, that is, the so-called "double qualifications". This also leads to the cooperation between Baidu and Geely. If you want to continue, you must let Baidu get the production qualification alone, but you can’t directly entrust Geely to produce it.

Baidu and Geely's Road to Building Cars

  In April 2023, as the first large-scale auto show after the epidemic was released, almost all auto companies came to participate in the Shanghai Auto Show, but at this time, it was reported that they could not participate without the qualification to build a car, but the official denied this statement.

  Until August 9, 2023, Geely and Baidu jointly established Hangzhou Jiyue Automobile Technology Co., Ltd.. On August 14th, Geely Holding Group officially released its brand-new automobile robot brand "Jiyue", and the first model was officially named "Jiyue 01". According to the latest website of the Ministry of Industry and Information Technology, this model is being publicized in the latest release of the 374th batch of new automobile products, which means that this model has been qualified for marketing.

Jiyue 01

  However, some changes have taken place in the relationship between Baidu and Geely. According to Tianyancha data, in the information of "Jiyue" shareholding, the affiliated companies of Geely and Baidu hold 65% and 35% respectively, which can be regarded as subsidiaries of Geely.

Baidu and Geely's Road to Building Cars

  Therefore, the development process of cooperation projects between Baidu and Geely can be roughly unfolded. First of all, Baidu and Geely jointly established Jidu Automobile. Baidu is the major shareholder, responsible for product definition and technology research and development, Geely is responsible for production, and Baidu is the overall leader. Communication and channels are also promoted by this logic. However, during the project, it was found that the production qualification could not be solved, so Geely withdrew from Jidu Automobile. Subsequently, Geely and Baidu set up Jiyue. Geely is the major shareholder, responsible for production, sales and marketing, while Jidu became a pure technical solution provider.

The small card for home appliance repair is unreliable! The official telephone number and the list of recommended enterprises are here →

Although it is already raining, the weather in Shanghai is still hot. If we encounter air conditioning failure again at this time, it will really be a bad worry for the citizens.

Then in case of air conditioning

No refrigeration, water leakage and other problems.

What should I do?

Recently, Xiaohong found that many citizens chose to call the phone number printed on the so-called "community maintenance service center" small card in the mailbox because the air conditioner had passed the warranty period or could not find the official after-sales phone number.

According to news reports, many citizens called these advertisements, and after the maintenance personnel came to the door, there were even minor illnesses and major repairs.

It is understood that,There is no such thing as "street designated home appliance repair center" in Shanghai.. If citizens want to repair electrical appliances, they must choose official after-sales and regular maintenance enterprises.

Where can I find it?

What about the official after-sales and formal enterprise information?

Citizens can find the official after-sales phone number in the product manual or on the fuselage. In addition, on June 27th, the Municipal Commission of Commerce also published the List of National Unified Service Phones for Major Home Appliances Brands and the List of Recommended Enterprises in the Home Appliance Maintenance Service Industry in Shanghai in 2023, so it is more reassuring to choose the official telephone numbers and regular enterprises in the form.

Xiaohong has compiled two forms for everyone.

Transfer it to your family for collection!

↓↓

(Click on the picture to view a larger image)

Waste a good actor! Bo Huang and Mei Ting are useless, and The Right Way to Open Life can’t go on.

The realistic life drama "The Right Way to Open Life" broadcast by Jiangsu Satellite TV and Oriental Satellite TV tells the story of Bian Liang, the manager of an automobile sales company, who reached middle age and entered a bottleneck period in his career. In the raid of his ex-girlfriend Dong Xiao and the encirclement of work problems and career crisis, he maintained his small family with his wife Fu Xintong and his son Bian Xiaofang, and finally re-examined his life and restarted his career and life.

According to the previous official propaganda, its purpose is to show the plight of middle-aged people in the city by light comedy while keeping the theme clear and close to reality, without creating anxiety for the audience. In short, it means "both want, want and want."

So, according to the official propaganda, is it up to standard? Obviously not. Not only the ratings are pitifully low, but even people can’t afford to vomit it.

The lineup of this play can be said to be first-class, depending on several actresses and young actors, all of them belong to the top. The heroine is Mei Ting, and just last month, because of the wonderful performance contributed by the suspense drama "The Daughter Who Came Back", countless audiences left an adult shadow.

Another Zhu Zhu is a representative of sexy and mature actresses who have emerged in recent years. Big waves, red lips and tight skirts have become her standard.

And Rong Zishan, who plays the hero’s son in this drama, because in a suspense drama "Hidden Corner" in that year, with the performance of not losing to any old drama in the drama at a young age, the audience felt creepy when they saw him, and they couldn’t help but call out: the potential is endless.

Therefore, after this drama, Rong Zishan’s exposure in recent years seems to have soared like a rocket, and the resources are so good that they explode. However, it is a drama with so many good actors, but it can only let the audience watch two episodes at most, and after a few more minutes, everyone can’t stand it.

In terms of plot content, it is a running account. It doesn’t stink for a long time. It’s not like the water-filling car wheel talk in the seventies and eighties, and it doesn’t look like the old lady’s foot wrap. But after watching the first two episodes, you don’t know what kind of story you told. It seems that you didn’t watch it, wasting more than 80 minutes.

In the play, it should have been set as a point of dramatic conflict, such as ex-girlfriend parachuting, son rebellious playing games, middle-aged unemployment, etc., but it was so uneventful that people were untouched.

When watching it, people can’t help wondering whether these actors who usually choose scripts safely and have good acting skills owe money to the director and screenwriter. When they are reading the script or filming, don’t they feel that the plot is boring and has no content?

What is even more outrageous is the intention of the whole series. The hero in the play is a middle-aged man in the city. He is a successful man. He lives in a duplex small building. His wife can quit her job and become a full-time wife. washing my hands to make the bridal soup is at ease as a housewife. The plan of the couple is to send his underage son abroad to study. Even if he is cheated by the study agent for one million yuan, they will be considered to have paid the tuition fee. This money is not a problem for their family.

At this point, the glamorous ex-girlfriend suddenly parachuted in, pandering with the hero, pulling in a non-literal sense, and all the body and soul were mixed together. The first scene of the reunion between Zhu Zhu’s ex-girlfriend and ex-boyfriend is that the other party tripped over the sliding tire of the chair and fell into the woman’s arms directly. I was dragged to Shoot by my ex-girlfriend, and the wedding photos of her and her fiance were openly held hands and cuddled.

This plot is like a middle-aged man’s yy fantasy, which makes many viewers feel uncomfortable. The outrageous degree of his fantasy and some bridges can simply compete with Gentlemen of the East Eighth District.

The most terrible thing is the cognition of the sensitive topic of fertility in this drama. There is no woman in the play who does not die around childbirth. The actor’s ex-girlfriend, now successful, beautiful and sexy, is still infertile because of abortion in that year, which is the biggest pain in my life. The current wife of the hero regards the child as her life, and one bite of her son is the continuation of her life.

If the screenwriter really wants to use this drama to encourage everyone to have children, I hope everyone can inspire their passion for children. He should bury such a foreshadowing in the plot, so that everyone can see the love between mother and son, instead of letting the protagonists say extreme lines to instill such a distorted concept into everyone’s mind.

It’s a pity that these actors’ acting skills are naturally smooth. All the emotions should be in place, and the audience knows what they are feeling when they watch it, but there is no way to remember what role they are shaping.

The third Digital China Construction Summit concluded, with a total investment of 331.6 billion for 426 contracted projects.

Digital China Construction Achievements Exhibition Site

Digital China Construction Achievements Exhibition Site

  Cctv news(Reporter Li Wenxue, wanglili, Yuan Yuqian) On the morning of October 14th, the closing ceremony of the third Digital China Construction Summit was held in Fuzhou Strait International Convention and Exhibition Center, Fujian.

  With the theme of "innovation drives digital transformation and intelligence leads high-quality development", this summit held the opening ceremony, main forum, sub-forum, achievement exhibition, innovation contest, application scenario release and other activities, and achieved a series of fruitful results.

  The summit invited more than 500 guests from relevant ministries and commissions, provinces (cities, districts) and the two academies to attend the opening ceremony and the main forum, and 239 guests delivered speeches to share the latest plans for digital empowerment of high-quality development and wisdom to promote governance modernization.

  The National Development and Reform Commission announced 100 application scenarios of the digital economy, and launched the second batch of partnership actions for digital transformation. National Health Commission released 50 typical cases of Internet+medical health, and established the "Fuzhou Digital Economy Academician Expert Committee" during the "Academician Summit" activity to interpret the "2020 Digital Government Development Index Report" compiled by Tsinghua University Data Governance Research Center.

  The Digital China Construction Achievements Exhibition covers an exhibition area of 56,000 square meters, with 257 companies participating in the exhibition. A number of the latest cutting-edge achievements have been exhibited, and the first exhibition rate of new technologies and products has exceeded 50%. The "Summit on the Cloud" platform has more than one million online visitors in three days.

  The 2020 Digital China Innovation Competition has expanded from one track last year to eight tracks, and the number of contestants has increased from 8,915 to 26,000, covering enterprises, universities, scientific research institutions, technical teams, social developers, teenagers and other groups, further expanding the brand influence of summits and innovation competitions.

  According to preliminary statistics, this summit signed a total of 426 digital economy projects with a total investment of 331.6 billion yuan, covering frontier fields such as artificial intelligence, 5G, industrial Internet and blockchain, which will strongly promote digital industrialization and industrial digitalization, and the platform effect and spillover effect of the summit will be more prominent.

It rose nearly 70% in 48 days, and the strongest A-share sector appeared in the first half of the year? It’s still rising today

On April 23, the market fluctuated and differentiated all day, the Shanghai Composite Index was adjusted, and the Growth Enterprise Market Index rebounded slightly. At the close, the Shanghai Composite Index fell 0.74%, the Shenzhen Component Index fell 0.61% and the Growth Enterprise Market Index rose 0.15%.

In terms of sectors, education, humanoid robots, Sora concepts and underground pipe networks were among the top gainers, while gold, coal, non-ferrous metals and Chinese characters were among the top losers.

In general, individual stocks rose more and fell less, with more than 3,200 stocks in the whole market rising. The turnover of Shanghai and Shenzhen stock markets today was 775.4 billion, a decrease of 46.7 billion compared with the previous trading day, and the turnover fell below 800 billion.

Northbound funds sold 2.997 billion yuan, of which Shanghai Stock Connect bought 232 million yuan and Shenzhen Stock Connect sold 3.229 billion yuan.

As the holidays are approaching, the market turnover has been shrinking these days, and it is obviously difficult for more than 700 billion yuan to support the general market.

Today, market funds choose to gather in small and micro-cap stocks, and the core assets are adjusted accordingly. Corresponding to the index, Beizheng 50, CSI 2000 and GEM are stronger.

Although the Shanghai Composite Index dropped to 3016.52 in late trading, after all, more than 3,000 stocks rose, and investors were relatively comfortable in a single trading day.

And today, no matter whether you pursue new themes (such as "military informationization") or participate in the rebound of old hotspots, you can get good results.

It is worth mentioning that the logic of low-altitude economy, one of the hottest topics recently, seems to have a trend of extending to "military informationization". Whether it is the increase during the year or the performance since the rebound of A shares on February 6, it is now comparable to the concept of ChatGPT (or AIGC) last year.

New hot spots and old themes have risen together.

Resource stocks continued to fall.

As we said in yesterday’s push, the recent market is more welcome to new themes.

Yesterday’s new "military informationization", today’s plate gains continue to lead. Some constituent stocks have recorded 20cm two boards.

In addition, another plate suddenly changed today-underground pipe network. After the opening of the tender shares in the plate, the daily limit of 20% was only about 2 minutes, and Han Jianheshan also went straight up in about 4 minutes.

Although it is not a new concept, it has a new catalyst and is also a new face in the recent market.

First, at the press conference of the State Council Office yesterday, Wang Dongwei, Vice Minister of Finance, said that policy tools such as issuing additional government bonds, special local government bonds, and investment in the central budget would be used as a whole to promote the construction of key areas and major projects. In the next step, we will work with relevant departments to support some large and medium-sized cities to implement urban renewal actions and carry out underground pipe network renovation.

Second, there were many rainstorm warnings in these two days, which attracted market attention. For example:

The Central Meteorological Observatory issued a yellow rainstorm warning this morning. It is estimated that there will be heavy rainstorms in parts of western Liaoning, southeastern Xizang, southern Guangdong, southeastern Fujian and western Taiwan Province Island from 8: 00 on April 23rd to 8: 00 on April 24th, among which there will be heavy rainstorms (100-130 mm) in the southeast coastal areas of Guangdong.

Earlier today, many districts in Shenzhen also upgraded the red rainstorm warning, but fortunately the situation eased in the afternoon.

In terms of "old themes", the TMT sector ushered in a rebound, and the AI software sectors such as Sora concept, education, media and so on rose even higher, and the CPO on the hardware side also rose slightly.

In addition to the Sora concept, which came out in February this year, most segments of AI have fallen by about 20% this year, so the oversold rebound is logical.

As far as short-term sentiment is concerned, today is also suitable for a rebound for two main reasons:

With the continuous high-tech development, the bidding stage will obviously stop falling;

Xin Yisheng, one of the "Three Musketeers" of CPO, disclosed an unexpected financial report last night, and its net profit in the first quarter more than tripled.

On the downside, it is still led by resource stocks and high dividend assets.

According to china securities journal analysis, there are three main reasons:

First, commodity futures fell. At the close, most domestic commodity futures closed down, with Shanghai Tin falling more than 9%, Shanghai Silver falling more than 4%, Shanghai Gold and Coking Coal falling more than 3%, and Shanghai Copper, Methanol, Shanghai Lead, Pig, International Copper and BR Rubber falling more than 2%. Vegetable oil rose more than 4%, soybean oil rose more than 2%, and bean 2 rose more than 1%.

Second, the transaction is crowded. According to the data of Tianxiang Investment, as of the end of the first quarter, the 50 stocks that Public Offering of Fund increased its holdings most were mainly concentrated in several sub-sectors such as new energy, nonferrous metals, home appliances, components, communications, petroleum and petrochemical. Among them, Public Offering of Fund increased its holdings of Zijin Mining by more than 250 million shares in the first quarter, with an increase of nearly 17%. Zijin Mining has also been promoted from the eleventh largest awkward stock at the end of the fourth quarter of last year to the fourth largest awkward stock at the end of the first quarter of this year.

Third, the continuous surge of coal stocks in recent years has made the market re-recognize the logic of high dividends. However, recently, the performance of several coal stocks in the first quarter was less than expected, which affected the emotional side of high dividend assets.

Low altitude economy

Will it be the strongest theme in the first half of the year?

Classified by the flush concept index, the two sectors, low-altitude economy and flying cars, ranked second and third in the increase during the year as of today’s close.

Ranked first is the Sora concept, which can be called artificial intelligence "the hope of the whole village".

However, from the K chart of Japan, the low-altitude economy has gone stronger and smoother in the past two months, and it is once again on all the trend lines today.

The time range below is from January 26th to April 23rd.

The Sora concept, which was born on February 19th, peaked on March 22nd, and now almost returned to the starting point.

The data shows that the low-altitude economic sector, which contains 165 constituent stocks, has bottomed out since February 6, with the highest increase of 88.49%(2.6~4.2).

As of today’s close, the cumulative increase in 48 trading days has also exceeded 68%.

This performance can be "comparable" to last year’s AI to some extent.

(Note that this article only compares the increase, and does not involve the "stepping" of fundamentals and future expectations)

From the end of January to the end of June last year, the concept of ChatGPT with 113 constituent stocks rose by 63.41%, with the highest intraday increase of 66%.

In the first half of last year, the concept of AIGC, which contains 157 constituent stocks, peaked after the overall increase of more than 90%.

In other words, the low-altitude economy has achieved almost the same increase in a shorter time. However, there are still many trading days in the first half of the year, and the follow-up is up or up, which still needs time to verify.

Some optimists believe that the low-altitude economy is still the strongest outlet in the near future, and it has begun to extend to the concept of "military informationization". The main reason is that there is a lot of overlap between military industry and low altitude. Under the background of continuous active military industry, the low altitude direction is still expected to obtain funds to undertake bargain hunting.

What is the connection between low altitude and military industry?

According to soochow securities Research Report, if we are optimistic about the reversal opportunity of the military industry, the upstream supporting links will be activated in the direction of low-altitude economy and other new quality productivity, the orders for medium-term adjustment of various equipment lines will soon land, the surrounding situation and environment will continue to be tense, the central military enterprises attach importance to the medium-and long-term market value management, and multiple factors are superimposed and resonate upwards, so the industry is expected to usher in a sustained market of renewed growth and valuation repair.

"In the first half of April, the low-altitude economic sector entered an adjustment. After falling by 16%, it began to enter a new round of rise again last Wednesday. In this round of rise, we have observed that the low-altitude economy has driven the penetration of the aircraft industry chain, such as Zhongzhi, China UAV, AVIC, AVIC Airborne and AVIC Hi-Tech. "

national business daily

Reporting/feedback