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Today — 4 September 2025Main stream

Quirks of Spotlight local search

By: hoakley
4 September 2025 at 14:30

Over the last few weeks, as I’ve been digging deeper into Spotlight local search, what seemed at first to be fairly straightforward has become far more complex. This article draws together some lessons that I have learned.

Apple’s search patents have been abandoned

Having tracked down a batch of Apple’s patents relating to search technologies that are likely to have been used in Spotlight, I was surprised to see those have been abandoned. For example, US Patent 2011/0113052 A1, Query result iteration for multiple queries, filed by John Hörnkvist on 14 January 2011, was abandoned five years later. I therefore have no insights to offer based on Apple’s extant patents.

Search is determined by index structure

Spotlight indexes metadata separately from contents, and both types of index point to files, apparently through their paths and names, rather than their inodes. You can demonstrate this using test file H in SpotTest. Once Spotlight has indexed objects in images discovered by mediaanalysisd, moving that file to a different folder breaks that association immediately, and the same applies to file I whose text is recognised by Live Text.

Extracted text, that recovered using optical character recognition (Live Text), and object labels obtained using image classification (Visual Look Up) are all treated as content rather than metadata. Thus you can search for content, but you can’t obtain a list of objects that have been indexed from images, any more than you can obtain Spotlight’s lexicon of words extracted as text.

Language

Spotlight’s indexes are multilingual, as demonstrated by one of Apple’s earliest patents for search technology. Extracted text can thus contain words in several languages, but isn’t translated. Object labels are likely to be in the primary language set at the time, for example using the German word weide instead of the English cattle, if German was set when mediaanalysisd extracted object types from that image. You can verify this in SpotTest using test file H and custom search terms.

If you change your Mac’s primary language frequently, this could make it very hard to search for objects recognised in images.

Search method makes a difference

The Finder’s Find feature can be effective, but has a limited syntax lacking OR and NOT unless you resort to using Raw Query predicates (available from the first popup menu). This means it can’t be used to construct a search for text containing the word cattle OR cow. This has a beneficial side-effect, in that each term used should reduce the number of hits, but it’s a significant constraint.

The Finder does support some search types not available in other methods such as mdfind. Of the image-related types, John reports that kMDItemPhotosSceneClassificationLabels can be used in the Finder’s Find and will return files with matching objects that have been identified, but that doesn’t work in mdfind, either in Terminal or when called by an app. Other promising candidates that have proved unsuccessful include:

  • kMDItemPhotosSceneClassificationIdentifiers
  • kMDItemPhotosSceneClassificationMediaTypes
  • kMDItemPhotosSceneClassificationSynonyms
  • kMDItemPhotosSceneClassificationTypes.

One huge advantage of mdfind is that it can perform a general search for content using wildcards, in the form
(** == '[searchTerm]*'cdw)

Using NSMetadataQuery from compiled code is probably not worth the effort. Not only does it use predicates of different form from mdfind, but it’s unable to make use of wildcards in the same way that mdfind can, a lesson again demonstrated in SpotTest. mdfind can also be significantly quicker.

For example, you might use the form
mdfind "(kMDItemKeywords == '[searchTerm]*'cdw)"
in Terminal, or from within a compiled app. The equivalent predicate for NSMetadataQuery would read
(kMDItemKeywords CONTAINS[cdw] \"cattle\")

Another caution when using NSMetadataQuery is that apps appear to have their own single NSMetadataQuery instance on their main thread. That can lead to new queries leaking into the results from previous queries.

Key points

  • Spotlight indexes metadata separately from contents.
  • Text recovered from images, and objects recognised in images, appear to be indexed as contents. As a result you can’t obtain a lexicon of object types.
  • Indexed data appear to be associated with the file’s path, and will be lost if a file is moved within the same volume.
  • Text contents aren’t translated for indexing, so need to be searched for in their original language.
  • Object types obtained from images appear to be indexed using terms from the primary language at the time they are indexed. If the primary language is changed, that will make it harder to search for images by contents.
  • The Finder’s Find is constrained in its logic, and doesn’t support OR or NOT, although using Raw Queries can work around that.
  • mdfind is most powerful, including wildcard search for content.
  • NSMetadataQuery called from code uses a different predicate format and has limitations.

I’m very grateful to Jürgen for drawing my attention to the effects of language, and to John for reporting his discovery of kMDItemPhotosSceneClassificationLabels.

Martha's rule expanded across England after hundreds of lives saved

4 September 2025 at 13:01
Merope Mills Photo of Martha Mills as a young girl with her mum, Merope behind her. Merope he has long brown hair, wears a dark grey top and is smiling at the camera. Martha has light brown/blonde hair and smiles broadly at the camera. She wears a light blue patterened outfit. Merope Mills
Martha Mills died aged 13 after developing sepsis.

Martha's rule, a way for families to seek an urgent second opinion if they are concerned about the care their loved ones receive, will be rolled out across all English hospitals delivering acute or short-term treatment.

The telephone helpline, the result of a campaign by the parents of 13-year-old Martha Mills who died after serious failings in her care, has been piloted in 143 hospital sites in England since April 2024.

Figures from NHS England show that since then there have been almost 5,000 calls, resulting in 241 potentially life-saving interventions.

Martha's mother, Merope Mills, welcomed the expansion on what would have been her daughter's 18th birthday but wants UK-wide access.

She told BBC Radio 4's Today programme the new figures proved the need for the rule and "a different, more equal kind of doctor-patient relationship".

Martha Mills, died at King's College Hospital in London after developing sepsis. Her family's concerns were not listened to.

In 2022 a coroner ruled Martha would probably have survived if she had been transferred earlier to intensive care and given appropriate treatment

The initiative encourages families, carers and patients to speak up if they notice changes in the patient's condition and to seek an urgent review from a critical care team if the patient is deteriorating and their concerns are not being listened to.

Under the scheme, clinicians also record daily insights about a patient's health directly from families.

Staff, including those in junior roles, can also ask for a review from a team independent of the one they work with.

Data from NHS England shows of 4,906 calls to Martha's Rule helplines, almost three quarters (71.9%) were from families seeking help:

  • 720 led to changes in care, such as new antibiotics or drugs
  • 794 helped address delays in investigations or treatments
  • 1,030 helped resolve communication issues or problems with patients being discharged

Merope Mills said she was delighted more people were going to get access to the rule.

"I think the data proves there is an need for it and has reassured us and clinicians up and down the country that it is already saving lives.

"And more importantly it has highlighted the need for a different, more equal kind of doctor-patient relationship in the country."

She called for an expansion of the scheme to the rest of the UK, saying it was unfair patients did not have access to it everywhere. She also highlighted a need for it in maternity care.

Health Secretary Wes Streeting said he was grateful to NHS staff who have embraced the campaign and "most of all to Merope and Paul and the Mills family for their campaigning efforts".

He promised to share the latest results with colleagues in Scotland, Wales and Northern Ireland.

He said he had "seen and heard similar experiences where mothers were not listened to in maternity services".

"So I do think that there are common issues here for the NHS to learn from in terms of listening to patients, listening to women in particular, and making sure that we respond in the right way, in the right place, at the right time to avoid harm and in worst cases, fatalities."

On Radio 4, Ms Mills read out an email she had received from a Today programme listener who believed the life of a child in her family had been saved after calling the hotline.

She read: "I followed Martha's story on Radio 4, never thinking anyone I knew would need to use Martha's rule.

"Thank you from the bottom of my heart for everything you have done and are doing to raise awareness and to empower people in an environment where we all naturally feel intimidated."

Ms Mills said while she knows some people feel the word patient doesn't apply to them: "The reality is we are all, as I know, one disaster away from it being about us...

"It could be your mother, it could be your sibling, God forbid it could be your kid who one day needs this," she said.

An ongoing full evaluation of Martha's rule will help inform its possible future expansion into hospitals involved in longer term care, mental health trusts and community settings.

The Welsh Government is introducing a similar scheme, called Call4Concern, which is expected to be rolled out to all hospitals by the end of next year.

The Scottish Government is testing a number of Martha's rule pilots and considering developing a "more consistent, nationwide approach".

The department of health in Northern Ireland said it was "committed to improving patient safety" and whilst there were no immediate plans to introduce Martha's rule there, it would continue to monitor the roll-out and impact in England.

Big Ben tower, home extension and science lab up for prestigious architecture award

4 September 2025 at 07:32
House of Commons Elizabeth TowerHouse of Commons

The five-year, £80m restoration of the Big Ben tower in London has been nominated for the UK's leading architecture award, alongside a new fashion college campus, a science laboratory and an "inventive" home extension.

The refurbishment of Big Ben - officially known as the Elizabeth Tower - is among the six nominees for the Royal Institute of British Architects' Stirling Prize.

The list also includes the London College of Fashion campus on the former Olympic Park in east London and AstraZeneca's medical research centre in Cambridge.

They are joined by the "pioneering" Appleby Blue Almshouse retirement home and the Japanese-inspired Niwa House, both in south London, and an extension to an "eccentric" home in Hastings.

The Elizabeth line - London's east-west train line - won the prestigious award last year.

Hufton + Crow Elizabeth lineHufton + Crow
The Elizabeth line won last year's Stirling Prize

The prize is given to the building judged to be "the most significant of the year for the evolution of architecture and the built environment", and is judged on criteria including design vision, innovation and originality.

It is usually given to a brand new building, but can also go to major restorations and renovations.

Other previous winners of the prize - first presented in 1996 - include Liverpool's Everyman Theatre, Hastings Pier and the Scottish Parliament building in Edinburgh.

The 2025 nominees:

  • Appleby Blue Almshouse by Witherford Watson Mann Architects
  • Elizabeth Tower by Purcell
  • Hastings House by Hugh Strange Architects
  • London College of Fashion by Allies and Morrison
  • Niwa House by Takero Shimazaki Architects
  • The Discovery Centre by Herzog and de Meuron/BDP

Riba president Chris Williamson said the shortlsted projects all "demonstrate architecture's unique ability to address some of the most urgent challenges of our time, responding with creativity, adaptability and care".

Each offers "a blueprint for how architecture can enrich society", and they show a "hopeful vision for the future, one where architecture strengthens communities and helps shape a more sustainable and inclusive built environment", he added.

Appleby Blue Almshouse by Witherford Watson Mann Architects

Philip Vile Appleby Blue AlmshousePhilip Vile

This social housing development, with 57 flats for over-65s, in Southwark, south London, replaced an abandoned care home, and is billed as a modern version of the traditional almshouse.

The design is intended to "foster community and reduce isolation among residents", Riba said, with communal areas and shared facilities including a kitchen and double-height garden room. "The result is a new standard for inclusive social housing in later life."

Elizabeth Tower by Purcell

House of Commons Elizabeth TowerHouse of Commons

The Elizabeth Tower is one of London's best-known landmarks and is often known as Big Ben - although that's actually the name of the bell that produces the famous bongs.

The most extensive works to the tower in its 160-year history included repairs to the clock mechanism; changes to the colour scheme on the four clock faces to put back the Victorian blue and gold; and reinstating St George's Cross flag emblems. Accessibility improvements include a new lift.

The result is described as "a veritable masterclass in conservation and craftsmanship" by the judges - although it came at a cost, going way over its original budget, which was estimated at £29m to £45m.

Hastings House by Hugh Strange Architects

Rory Gaylor Hastings HouseRory Gaylor

This late 19th Century detached hillside house in the East Sussex town has been extended with a series of timber-framed rooms and industrial exterior features including a concrete yard and galvanised steel staircase.

"The result goes beyond a house extension, transforming the entire home and producing a lesson in restrained, inventive reuse," the judges said.

London College of Fashion by Allies and Morrison

Simon Menges London College of FashionSimon Menges

The college previously had six buildings but the 6,000 students and staff moved to the new 17-storey headquarters in the Queen Elizabeth Park in Stratford, east London, in 2023.

Judges approvingly noted features including its "dramatic staircases unfurling through a shared 'heart space' to encourage collaboration".

Niwa House by Takero Shimazaki Architects

Felix Koch Niwa HouseFelix Koch

This home, described as a "pavilion-like oasis", was built on a previously derelict plot behind a row of terraced houses in south London for a family with a love of Japanese design. It was also designed to be accessible for a wheelchair-using resident.

"The quality of light throughout the home is breathtaking," the judges said. "Large full-height sliding doors and full-height glazed walls seamlessly blend indoors and out – opening spaces to gardens, courtyards and balconies. It is difficult to see where the building ends and the gardens begin."

The Discovery Centre by Herzog and de Meuron/BDP

Hufton+Crow The Discovery Centre (DISC)Hufton+Crow

Medicine giant AstraZeneca's Discovery Centre "radically redefines the research facility", according to Riba, "blending cutting-edge laboratories with welcoming public spaces".

The striking building has a curved three-sided shape, with a high, jagged exterior glass front and roof. Inside, three glass-lined labs are linked by "clever interconnecting corridors that balance stringent security with transparency, putting science on display".

Union group urges Reeves to consider wealth taxes

4 September 2025 at 07:48
BBC Paul NowakBBC

The TUC, the umbrella group for trade unions in the UK, is calling for Chancellor Rachel Reeves to consider a range of wealth taxes in November's Budget to help boost investment in public services.

Their top official, general secretary Paul Nowak, told the BBC that people needed to see evidence of change.

"We need a progressive tax system – a tax on online gaming companies and gambling companies, a tax on windfall profits which the banks and financial institutions have seen over the last couple of years."

The Treasury said the government's number one priority was to grow the economy.

In the interview, Mr Nowak called for Reeves "not to take anything off the table" and look at other options including equalising capital gains tax with income tax and, he said, "a wealth tax itself".

"It has been introduced in other countries including Spain, which has one of the fastest growing economies."

Individual unions are likely to make similar demands when the TUC's annual Congress gets under way this weekend.

Mr Nowak focused in particular on the case for levying more from financial institutions.

"Banks have record profits driven by a high-interest environment.

"We think we can still have a profitable bank sector and ask them to pay their fair share."

The prime minister reiterated this week that Labour's financial rules were non-negotiable.

So, to meet the chancellor's self-imposed constraints on debt and borrowing, tax rises appear to be inevitable in November.

The debate in the Labour movement – and elsewhere – is over who to tax and by how much.

Mr Nowak argued that "the big four high street banks made £46bn in profits in one year alone".

Charlie Nunn, the chief executive of Lloyds Bank, has previously spoken out against any potential tax rises for banks in the government's Budget announcement this autumn.

He said efforts to boost the UK economy and foster a strong financial services sector "wouldn't be consistent with tax rises".

And when the left-leaning think tank the IPPR suggested further taxing bank profits, share prices fell.

Asked if this approach could make the markets jittery and potentially drive investors away, Mr Nowak said: "Britain is an attractive place for international investors" and he suggested there hadn't been "an exodus of millionaires" after tax changes for non-doms and ending the VAT exemption for school fees.

He claimed that the TUC's own polling suggested that introducing wealth taxes to fund public services was most popular among voters who had gone from Labour to Reform UK.

Nigel Farage's party conference begins on Friday in Birmingham and Mr Nowak issued this warning to Keir Starmer: "Change still feels like a slogan not lived reality. There is a real danger if the government doesn't deliver the change people want, they will become disillusioned with mainstream politics, and some will look for divisive alternatives like Reform."

While the chancellor has been far from keen on a conventional wealth tax on assets, some in the wider Labour movement are pressing her to look at how those with "the broadest shoulders" pay more.

There is some hope that with a new economic adviser now ensconced in Downing Street and reporting to the prime minister, that the debate on tax is more open than before.

That adviser - Baroness Shafik - has called for taxation on wealth and land in the past.

"The public aren't daft – they know there are difficult choices," said Mr Nowak.

"We need a grown up conversation."

A Treasury spokesman told the BBC that the government's number one priority was to grow the economy and pointed to the chancellor's words last month.

Rachel Reeves said: "We introduced increased taxes on private jets, on second homes and increased capital gains tax.

"So I think we've got the balance right in terms of how we tax those with the broadest shoulders. But any further decisions will be ones that are made at a budget in the normal way."

中俄朝紧密靠拢,特朗普对普京愈发失望

4 September 2025 at 01:57

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中俄朝紧密靠拢,特朗普对普京愈发失望

ERICA L. GREEN
周三,美国总统特朗普在白宫椭圆形办公室与波兰总统卡罗尔·纳沃罗茨基举行双边会晤。
周三,美国总统特朗普在白宫椭圆形办公室与波兰总统卡罗尔·纳沃罗茨基举行双边会晤。 Haiyun Jiang/The New York Times
当中国、俄罗斯和朝鲜领导人齐聚北京参加盛大的阅兵式之际,特朗普总统在周三煞费苦心地淡化美国的对手们惊人的团结表现。
在椭圆形办公室发表讲话时,特朗普称赞这次阅兵“美丽”,而且“相当、相当出色”。
“我理解他们这么做的原因,他们希望我看,我也看了,”特朗普对记者说。“我和他们的关系都很好。接下来一两周就能看看到底有多好。”
总统与其中一位领导人——俄罗斯总统普京——举行的非凡峰会未就乌克兰战争取得任何实质成果,这令他越来越沮丧。即使如此,他还是发表了上述言论。
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特朗普在参加峰会前曾信誓旦旦地说将在乌克兰实现暂时停火,否则将实施旨在损害俄罗斯关键石油和天然气出口的制裁。然而他放弃了停火要求,也没有实施任何制裁,俄罗斯则加强了对平民目标的攻击。
特朗普公开称那次会面是成功的,但两名因涉及私下谈话而不愿透露姓名的助手表示,普京没有做出更多承诺,这让总统感到恼火。
在与特朗普的这次阿拉斯加峰会近三周后,在北京,反西方阵营的结盟态势已非常明显:中国国家主席习近平与普京、朝鲜领导人金正恩并肩而立,伊朗、巴基斯坦等以威权国家为主的领导人也在其中。
周二晚上,特朗普对这一联盟表现出了一丝恼怒。
特朗普周二在社交媒体发文称:“请向与你一起密谋对抗美利坚合众国的弗拉基米尔·普京和金正恩转达我最诚挚的问候。”
但专家表示,本周在中国举行的这场展示算不上阴谋,也不是特别隐蔽。
“事实上,这些国家呼吁建立一种新的国际秩序的姿态已经相当公开,他们要求建立的秩序不会剥夺其领袖认为本国理应享有的势力范围、权力地位及合法性的体系,”两党智库新美国安全中心的首席执行官理查德·方丹说。
“他们也相当明确地认为,美国是实现其全球目标的主要障碍,他们认为现有的西方主导的世界秩序是不公平的,”方丹说。“这次聚会中,非常明确的是,他们准备为此做点什么,包括合作共同努力。”
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这种联盟的再度强化正值特朗普和普京的关系处在一个非常关键的时刻。他们共乘一辆私人汽车,一起吃饭,他们公开表现出的融洽,本应促成乌克兰的和平协议。
几个月来,特朗普一直发出空洞的制裁威胁,通常是设置为期两周的最后期限——上一次设置的期限已在上周到期——并且一再抱怨普京不愿结束战争令他“失望”。
中国国家主席习近平、俄罗斯总统普京和朝鲜领导人金正恩周三在北京出席纪念第二次世界大战结束80周年招待会。
中国国家主席习近平、俄罗斯总统普京和朝鲜领导人金正恩周三在北京出席纪念第二次世界大战结束80周年招待会。 Florence Lo/Reuters
周三,当被问及他是否有什么话要对俄罗斯领导人说时,特朗普似乎并不认为局势即将改变。“我没有话要对普京总统说,”特朗普表示。“他知道我的立场,无论如何他都会做出决定。不管他的决定是什么,我们要么高兴,要么不高兴,如果我们不高兴,你们会看到后续的。”
周三,一名记者问总统为什么没有对俄罗斯采取行动,总统斥责了这名记者,并辩称,对印度实施延伸制裁“等同于”制裁俄罗斯,因为这将使俄罗斯损失“数千亿美元”。
在北京,普京也发表了看法,他告诉记者,本周在中国举行的世界领导人会议上,“没有任何人对现任美国政府做出任何负面评价。”他还说,所有领导人都“支持我们在安克雷奇的会晤”,并“表示希望”特朗普能帮助结束乌克兰战争。
在阿拉斯加峰会上,特朗普不仅称赞俄罗斯总统,甚至为他铺设红毯,然而,布鲁金斯学会高级研究员罗伯特·卡根说,峰会在俄乌问题上没有取得任何明显进展,与总统对中国此次聚会的恼怒有潜在的关联。
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“特朗普的一切都围绕着他自己,重点是权力和他的声誉的结合,”卡根说。“所以,他现在与普京之间的问题,不是普京的行为破坏了他和普京之间的关系。而是普京一直在羞辱他。这次会面本质上是更大层面的羞辱。”
曾在拜登总统任内担任美国驻华大使的尼古拉斯·伯恩斯说,对于和特朗普开展了激烈贸易战的中国来说,威胁的性质更为明显。
伯恩斯还说,这次阅兵尤其具有象征意义。他说,这不仅是在重写第二次世界大战的历史,将中国和俄罗斯塑造为“主要战胜国”,还淡化了美国的支持。
“北京阅兵的公开象征意义是为了展示中国不断扩大的军事实力和中俄之间的密切联盟,以及中国在中亚及其他地区其他威权政府中不断扩大的影响力,”他说。
特朗普抱怨说,他认为中国的阅兵式应该在庆祝活动中更多地提到美国在第二次世界大战中的作用。他还试图平息人们对俄中正在形成反美轴心的担忧。
“我一点也不担心,”特朗普本周在一个保守派电台节目中说。
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“我们拥有当今世界上最强大的军队,”他对主持人斯科特·詹宁斯说。“他们永远不会对我们动用武力。相信我。”
历史学家、前不久出版《强人——从墨索里尼到现总统》(Strongmen: Mussolini to the Present)一书的露丝·本-吉亚特指出,特朗普可能也因未获邀出席而感觉受到冷落——毕竟他多年来公开赞扬过三位与会的专制统治者,并以他们为榜样。
“在评价强人的言行时,一个经验是,在某种程度上,他们的言行都是围绕着他们自己,”她说。“再加上中国展示军事实力,将这次阅兵与特朗普生日那天乏善可陈的美国阅兵形成对比,你就会看到他煽动性的反应,目的是把媒体的注意力转移到他身上。”

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四大行竞秀:各擅胜场

总资产和总营收均不同程度实现同比正增长的情况下,四大行利润同比出现分化。

在决定利息净收入的指标——净息差降幅收窄的同时,工行非息收入中的手佣收入迎来了变化:2025年二季度手佣收入同比值出现了由负转正的迹象。

工行整体不良率走低主要因其对公业务板块资产质量改善有关,但零售贷款不良率仍未见改善。包括个人住房贷款、个人消费贷、个人经营贷和信用卡透支在内的4个细分项的不良贷款率均有所提升。

南方周末研究员 陈琰 南方周末实习生 苏美善 吴玮琳

责任编辑:丰雨

在A股市值一度被农业银行夺取“第一”宝座之际,“宇宙行”工商银行的2025年中报成绩单及其在四大行中的核心指标位次备受关注。

LPR(贷款市场报价利率)持续下调的背景下,历经四年多阴跌不止的银行净息差是否有企稳迹象?整体营收同比有何新趋势?逆周期之下,增收不增利的现象是否还在延续?资产质量持续恶化还是开始向好?

2025年8月29日,工行、农行、中行和建行在内的四大行不仅扎堆发布2025年中报,业绩发布会亦挤在当天。四大行高层分别就机构和媒体关注的话题进行部分解答。南方周末新金融研究中心研究员拆解工行2023年三季度至2025年中期连续8个自然季关键数据,并纵向对比农行、建行和中行关键指标,探寻前述问题答案。

调研发现,过去4个自然季度内,工行单季营业收入同比3个季度实现翻红,且2025年中期营收同比增速为6.81%,创下3年来新高;2025年二季度手续费和佣金净收入(下称“手佣收入”)同比增幅亦首度转负为正。对此,工行行长刘珺称,相关成绩的取得意味着工行营收增长出现了企稳并转向的信号。工行副行长姚明德则预测,下半年净息差下行仍然是行业共性,但降幅将进一步收窄。

更令人关注的贷款资产质量依然分化:工行对公业务带动整体资产质量趋好,但包括信用卡透支、住房按揭等在内的零售板块仍未现向好拐点。

横向对比则发现,除工行总资产和总营收绝对领先外,四大行在其他指标及其增速上各展所长。

营收、净利“双冠”,增速不理想

对比发现,在总资产和总营收均不同程度实现同比正增长的情况下,四大行利润同比增幅出现分化。其中,工行营业收入和净利润均在四大行中居首,两项指标的动态同比值则呈现“一增一减”的格局。

2025年中期,工行营业收入额为4270.92亿元,是四大行中惟一营业收入超4000亿元的银行。建行紧随其后,同期营业收入为3942.73亿元;净利润方面,工行为1712.96亿元,位居榜首;次席依然是建行,为1650.39亿元。由此可见,无论是营收总额抑或利润总额,工行仍是实至名归的行业“老大”。

在体现动态变化的同比增速项中,中行和农行则较为突出:2025年中期,中行营业收入同比增幅为3.76%,领先其他3家;农行净利润同比增速为2.53%,是4家国有银行中惟一净利润增速为正的银行。工行净利润同比则下降1.46%,在四大行中倒数第一。动态值的系列动向映射出四大行“你追我赶”的竞争格局。

拆解细分指标观察,工行营收绝对值的领先与其庞大的资产规模息息相关。截至2025年中,工行资产规模为52.32万亿元,是四大行中惟一资产规模超出50万亿元的银行。但在体现获利能力的净息差指标项中,建行依然最高,为1.4%,仅略低于国家金融监督管理总局公布的二季度行业均值(1.42%)。这意味着,在摆布资产负债结构方面,建行的框架设计优于其他3家国有行,即能通过精细化调试合理管理资产端和负债端成本,实现前者相对高而后者相对低的较优结构。

进一步追踪对比4大银行资产收益率和负债付息率两相指标可印证上述结论。2025年中,建行生息资产收益率和计息负债付息率表现较好,前者为2.82%,仅次于中行(2.96%);后者为1.58%,为四大行中最优。通常情况下,较高的生息资产收益率意味着银行具备较强的风险定价能力,而较低的负债成本则代表银行在主动负债方面具备优势,可以相对低的成本吸收存款。

虽非四大行中最优者,但工行于资产负债端的管理呈现出明显向好趋势。纵向对比发现,在LPR持续下行的大背景下,工行生息资产收益率虽连续下降,且降幅趋深,但表征负债成本的负债付息率结束了持续一个自然年度的“刚性持平”,于2024年四季度出现下降,且降幅持续扩大。受益于此,2025年中,工行净息差同比降幅为9.1%,降幅同比有所下降。

负债付息率降幅趋缓,工行使用了哪些“法器”?姚明德称,依托托管、结算、存管等领域的深厚基础,带动各类低成本资金沉淀。与此同时,工行还加大了资产负债表的利率敏感度,如在5月份央行宣布LPR下调后,工行积极主动调整挂牌利率。

手佣收入同比由负转正

在决定利息净收入的指标——净息差降幅收窄的同时,工行非息收入中的手佣收入也迎来了变化:2025年二季度手佣收入同比值出现由负转正迹象。

南方周末新金融研究中心研究员以2023年三季度至2025年二季度连续8个自然季度相关指标值测算发现,2025年二季度,工行手佣收入同比增幅为0.28%。这项指标同比增幅在2024年三季度至2025年一季度期间的3个自然季度内均为负数,跌幅最深时甚至超出30%。

近两年,受资本市场波动和保险业“报行合一”(保险公司向监管机构报备的保险产品费率和手续费等,须与其实际经营中执行的标准保持一致)政策等因素影响,在银行业营收结构中占比约15%的手佣收入普遍成为各行财报中的“拖累项”。工行手佣收入由负转正的原因是什么?

南方周末新金融研究中心研究员查阅财报数据得知,对公理财业务和资产托管业务收入发力是主要原因。2025年上半年,工行此两项收入分别同比增长24.5%和3.8%。与此同时,个人理财及私人银行手续费一项同比虽仍为负数(-2.8%),但较2024年中同比值(-26.7%)已显著改善。南方周末新金融研究中心研究员认为,在利率持续下跌催生的存款搬家潮影响下,银行理财规模或将再创新高。这对银行业手佣收入将形成正面支撑。

与手佣收入并列为非息收入的投资收益项也是近年银行业和投资界关注的焦点。近年来,受信贷不景而债市波动机会频现等因素影响,多数银行加大了对金融市场投资。工行在这方面的作为较为明显。

南方周末新金融研究中心追踪工行过去4个自然季度的投资收益额发现,2025年中,工行于金融市场获取的投资收益接近200亿元,为2024年三季度的两倍以上。横向对比四大行同项指标印证,工行投资收益额和投资收益在营收中占比两项均在四大行中排名第一。

投资收益的增长意味着工行在资产摆布方面采取了不同以往的策略。姚明德亦提到,2025年6月末,工行贷款余额较上年末增长6.4%,债券投资余额则较上年末增长了10.2%。显而易见,同为资产项,工行在金融市场投资方向的增速已高于贷款增速。

资产质量整体趋好,零售板块仍未改善

在经济转型期,银行业资产质量是各界关注的焦点。

2025年中期,工行不良贷款率和拨备覆盖率分别为1.33%和217.71%,分别较上年末下降0.01个百分点和提升2.8个百分点,呈现较为明显的“喇叭口”走势。横向对比分析发现,两项指标值最优者则分别是中行(不良贷款率为1.24%)和农行(拨备覆盖率为295%)。但较之国家金融监督管理总局最新公布的不良贷款率行业均值(1.49%),四大行表现整体较好。

拆解细分领域观察,工行整体不良率走低主要因其对公业务板块资产质量改善有关。2025年上半年,工行对公贷款不良率为1.47%,较上年末的1.58%有所下降;零售贷款不良率则仍未见改善,由2024年末的1.15%升至1.35%,且零售贷款领域包括个人住房贷款、个人消费贷、个人经营贷和信用卡透支在内的4个细分项的不良贷款率均有所提升。

整体而言,工行资产质量向好与智能化风控赋能密不可分。工行副行长王景武介绍称,工行企业级智能风控平台已应用于全部境内分行和130多个风控决策场景,实现商品、外汇、债券、货币和股票五大市场风险智能化排查预警;推出业内首个信贷AI智能体矩阵“智贷通”,实现智能化信息捕捉、风险分析等功能;开发信贷评审AI数字助手“工小审”,实现制度和数据的快速分析与触达。

与此同时,在风控机制建设上,工行在总行一道防线部门、境内分行、境外机构和综合化子公司均配备风险官,并实现境内二级分行风险官全配备。

南方周末新金融研究中心于2025年8月公布的“金标杆-数字金融榜(初榜)”(“指尖上的银行”渐入佳境,谁更在意你的数据钱包安全?)显示,工行总分在60家被测评银行中排名第一。在测算分值过程中,南方周末新金融研究中心研究员注意到,工行在其年报和ESG报告中,多次提到数字化风控相关词汇,足见该行对通过数字金融技术提高资产质量一事置于足够重要位置。

                                                                                                     (南方周末实习生李志坛对本文亦有贡献)

校对:星歌

欢迎分享、点赞与留言。本作品的版权为南方周末或相关著作权人所有,任何第三方未经授权,不得转载,否则即为侵权。

UK and allies ready to back Ukraine before and after peace deal

4 September 2025 at 09:12
BBC John Healey, wearing a dark jacket, white shirt and red dotted tie facing Sarah Rainsford wearing a red topBBC

The UK and its allies stand ready to support Ukraine before negotiations to end the war as well as to secure an eventual peace deal, the UK defence secretary says.

On the eve of a top-level meeting in Paris, John Healey told the BBC in Kyiv that Ukraine's allies would "help make the skies safe, to make the seas safe, and to secure the land", once a peace deal had been struck.

But moments earlier, Russia's President Vladimir Putin had conveyed a defiant message from China, vowing that his full-scale invasion could continue.

Healey suggested there was bluster in Putin's words, insisting that Russia was under pressure. He also praised US President Donald Trump who he said had "brought Putin into talks" and "not closed off any options", despite widespread criticism of the warm welcome Trump gave the Russian leader last month in Alaska.

As late as Tuesday, Trump said he was "disappointed" in Putin, but he has said that before. He has also threatened to punish the Russian leader for the apparent refusal to end the war - or even meet Ukraine's President Volodymyr Zelensky for peace talks.

When asked on Wednesday whether the war in Ukraine could end soon, Putin said "there is a certain light at the end of the tunnel".

"It seems to me that if common sense prevails, it will be possible to agree on an acceptable solution to end this conflict," he said, before threatening: "If not, then we will have to resolve all our tasks militarily."

He went on to list Russia's maximalist demands as usual - including for the authorities in Kyiv to end what he called discrimination against ethnic Russians - one of the allegations mentioned as a pretext for the full-scale invasion of the neighbour he launched in February 2022.

As for meeting Zelensky, Putin seemed to mock the very idea – which Trump had said he was ready for.

"I have never ruled out the possibility of such a meeting. But is there any point? Let's see," Putin said in Beijing.

Zelensky could always go to Moscow to see him, he said – a "knowingly unacceptable" idea, Ukraine's foreign minister was quick to point out.

Last week, France's President Emmanuel Macron suggested Putin was "playing" Trump.

But John Healey stressed that the US president "has not ruled out any further action, including economic measures, to put more pressure on Putin".

"We in the Coalition of the Willing, nations like the UK are willing to put extra economic pressure on Putin. We're willing to give extra aid to Ukraine so they can keep in the fight.

"It's why we've passed today £1bn ($1.24bn) of seized Russian assets, recycled into military aid and kit to Ukraine. If you like, Putin's dirty money returned with interest."

On Thursday, Macron will host a meeting of that so-called Coalition of the Willing - a grouping of allies of Ukraine, committed to enforcing any peace deal.

A source at the Élysée, Macron's office, has said the group are now ready to provide security guarantees for Ukraine, only waiting for US confirmation that it will act as the ultimate backstop.

The proposed deal includes continuing to train and supply Ukraine's own army.

It also envisages European troops being deployed to Ukraine - in unspecified numbers - to deter any future to Russian aggression - a signal that Ukraine can count on its allies "full solidarity and... commitment", the Élysée source said.

Such a deployment would need a ceasefire, the responsibility for which "falls to the Americans who are negotiating with the Russians".

John Healey refused to give details, despite being pressed, "because that will only make Putin wiser."

The German government is also playing down expectations of any big announcement at Thursday's meeting.

For the time being, like Italy and other coalition members, Berlin has ruled out sending soldiers to Ukraine to police any future peace on the ground.

A German government spokesman told the BBC that the priority for now was getting Russia to agree to a ceasefire - which Putin has consistently rejected.

President Trump pressed Putin for that during their summit in Alaska last month, then emerged to cite Putin's argument that finding a final deal would be a better way out of the the conflict.

Reuters Two firefighters with black uniforms and yellow translucent stripes in front of a building hit by an attack, with fire burning on one wide, and metal roof sheets on the ground as well as dangling looseReuters
Instead of peace talks, Russia has intensified its attacks on Ukrainian cities

In the meantime, Russia's aerial attacks have intensified in both frequency and scale. On Wednesday night more than Russian 500 drones and 24 cruise missiles were launched at Ukraine.

Across the country, as civilians sheltered in basements or on the metro, the air defence guns went to work.

As usual, the government did not say whether any military targets were hit, but the impact for civilians is often devastating.

Last week, a Russian missile hit a block of flats in Kyiv killing 22 people, including four children, in one of the deadliest strikes since Russia's full-scale invasion.

There is now a heap of stuffed toys in the ruins, and photographs.

From shattered stairways, residents emerge with potted plants and bags of clothes covered in dust that somehow survived the strike. A few steps away, others stand and stare at the wreckage.

A teenage girl said she had left the bomb shelter that morning because it filled with smoke after the first missile hit. Then a second landed across the road and her sister was killed.

Ihor Maharynsky only survived because he was out of town that night. His wife, Natalia, was in their fifth-floor flat and didn't make it to the shelter. He had to identify her body in the mortuary.

"What kind of strategic target is there here?" he demanded, looking around at a car park and a technical college nearby. "There's nothing."

Right now, Ihor sees no prospect at all of peace with Russia.

And like many Ukrainians, he is furious at Donald Trump for rolling out the red carpet in Alaska last month for Vladimir Putin.

"Peace talks with Putin? With this ****?" Ihor wanted to know, with a string of expletives. "It is peaceful people who are dying."

It's 4,000 miles from Ukraine - but even this Asian city is part of Russia's war

4 September 2025 at 07:18
BBC A Russian ice hockey player with one leg enters the ice rink, wearing pads and a green jersey BBC
All the players in Soyuz, the local Para ice hockey team, lost limbs fighting in Ukraine

At an ice rink in Vladivostok in Russia's far east, 30-year-old Dmitry Afanasyev is in training with teammates from Soyuz, the local Para ice hockey team.

The players have removed their prosthetic legs and are sitting in specially designed sleds. They're using their hockey sticks to propel themselves around the rink.

Dmitry hopes that one day he'll be a Paralympic ice hockey champion.

Making that happen won't be easy. Russian teams were banned from the last Paralympic Games over the war in Ukraine.

And like all his teammates, Dmitry was on the front line.

"A mine came flying towards me," recalls Dmitry, who was mobilised to fight in Ukraine. "I fell to the ground and could feel my leg burning. I looked down and everything was torn apart. I put on a tourniquet myself and told the guys to drag me out of there.

"My wife's a surgeon. So, I sent her a picture of my leg and she replied: 'They'll probably saw it off.' 'OK,' I said. Whether I have one leg, or two legs. Whatever."

The port city of Vladivostok is more than 4,000 miles from Ukraine and from Russia's capital. This is Asia. The border with North Korea is 80 miles from Vladivostok. China is just 35 miles away.

Yet the consequences of a distant war in Europe are more than visible.

At a cemetery on a hill overlooking Vladivostok there are lines of fresh graves: Russian soldiers killed in Ukraine. In addition to Orthodox Christian crosses, military banners and Russian tricolours mark each plot.

In another section of the cemetery stands a memorial "to the heroes of the Special Military Operation", the official label the Kremlin continues to employ for Russia's war on Ukraine. Here there are more graves of Russian servicemen and the statue of an armed Russian soldier.

"Soldiers live forever," reads the inscription.

On the orders of President Putin, Russian troops poured across the border with Ukraine in February 2022. The full-scale invasion of Russia's neighbour was widely seen as the Kremlin's attempt to force Ukraine back into Moscow's orbit.

More than three and a half years later the war rages on.

A Russian cemetery in Vladivostok, with the graves of Russians who fought in the invasion of Ukraine
Even in Vladivostok, 4,000 miles from Ukraine, signs of Russia's ongoing invasion are everywhere

On air I'm often asked: what do the Russian people think about the war in Ukraine, about confrontation with the West, and about President Putin?

"What do Russians think?" is a difficult question to answer.

After all, Russia is so big and varied. The largest country in the world spans two continents and 11 time zones. Some parts of Russia, such as Kursk and Belgorod, border Ukraine.

Other Russian regions, like Primorsky Krai where I am now are a long way from the fighting. Vladivostok is its administrative centre.

This is the furthest I've travelled inside Russia since the start of the war. It's a chance to gauge the mood in a very different part of the country.

"Of course we're worried," Svetlana tells me in a Vladivostok park when I ask her about Ukraine. "This has been going on for years now and we want it to end as soon as possible. We had hoped the Alaska summit [of Donald Trump and Vladimir Putin] would change something. It hasn't.

"People are people. No matter whether they're British or American, Japanese or Ukrainian. I don't know where all the hatred comes from."

I get chatting to Ilya, who claims that war in Ukraine hasn't fundamentally changed his life in Russia.

"You can still earn a living and get by here," Ilya says.

"The standard of living isn't rising, but it's not falling, either. Still, we hope that relations with other countries will improve and that we'll be re-integrated into the global space."

Svetlana, a red-haired woman in a blue and black leopard print jacket, speaks to the BBC's Steve Rosenberg on a park bench in Vladivostok
Svetlana says people wanted Putin's meeting with Donald Trump in Alaska to change something

In the centre of Vladivostok I stop to listen to a band busking on a pedestrian street. I'm not alone. A large crowd has gathered to enjoy the improvised rock concert.

Between songs I talk to the lead singer, a young local musician who calls himself Johnny London.

"Do people talk much about what's happening in Ukraine?" I enquire.

"People of my age, we don't usually discuss that stuff. Not very often. I would go as far as to say we never talk about that."

"Why?" I ask.

"We can do nothing about that. It's out of our hands, out of our reach. Hopefully in a couple of years it will get back to normal."

"And what is normal?"

"No war, I guess. That would be nice."

Johnny London, a local musician, in a stripey t-shirt and with a goatie and moustache, speaks to the BBC
Local musician Johnny London says young people like him never talk about Russia's war on Ukraine

When I finish talking to Johnny London, a pensioner called Viktor walks up. He's recognised me. He saw me on TV last year at a press conference with Vladimir Putin.

"You asked Putin a question, didn't you?" Viktor says. "You're with the BBC."

Viktor's a big fan. Not of the BBC, but of President Putin. He criticises my "provocative question" to the Kremlin leader on the war in Ukraine, he defends Russia's political system and takes aim at the Biden administration over the 2016 US presidential election.

"With the help of mail-in ballots Biden practically stole the election from Trump," Viktor says.

"That's what Trump says," I point out.

"Not only. Putin says it too," retorts Viktor.

"Putin saying it doesn't make it fact," I suggest.

"True," concedes Viktor. "But that's what our people think."

Viktor also thinks that the West is losing power and influence.

"Look what's happening," says Viktor. "This week in China the leaders of India, China and Russia got together, and with many other countries too. But there was no Trump, no Britain, no Germany, no France. India and China alone are three billion people."

On his way back from China Vladimir Putin is stopping off in Vladivostok. Should I get the opportunity to ask the president another question, Viktor suggests it should be about the "new world order".

The city has been preparing for the Kremlin leader's visit and participation in the Eastern Economic Forum. By the side of the road that leads to the venue, street artist Filipp Dulmachenko has used 1,800 cans of aerosol paint to create a most unusual image.

The gigantic mural depicts Vladimir Putin in military fatigues hugging a Siberian tiger.

Filipp Dulmachenko stands in front of his mural of Vladimir Putin hugging a Siberian tiger
Filipp Dulmachenko used to get in trouble for his art - but this mural was officially approved

"The Amur tiger has always been a symbol of wildlife," Filipp says. "And Vladimir Putin is a symbol of Russia."

Filipp tells me that when he was a teenager he had run-ins with the police over his street art. But the Putin mural has been officially approved by the regional authorities.

And to accompany the picture the artist has spray-painted a short sentence: a phrase Filipp says is simply about sunrise in the Russian Far East.

Combined, though, with the images of a tiger and of a president who believes he's restoring Russian power, the words seem to take on deeper meaning:

"The dawn starts here."

Record payout for victims of 'illegal and immoral' Australian welfare scheme

4 September 2025 at 12:16
Getty Images Two people, backs to the camera, outside a Centrelink officeGetty Images
Hundreds of thousands of welfare recipients were told to repay debts that did not exist

Hundreds of thousands of Australians forced to pay back welfare debts created by an illegal automated system have won the largest payout in the country's history.

Known as "Robodebt", the scheme wrongly told welfare recipients they had been overpaid and demanded they repay these debts, which often never existed.

In 2020, a successful class action resulted in a A$1.8bn (£876m; $1.2bn) settlement for victims of the scheme - some of whom took their own lives.

However, the group's lawyers appealed for more money after new evidence showed officials of the then-Liberal National coalition government knew the scheme was "unlawful" but continued anyway.

On Thursday, the current Labor government announced it would settle that claim, and hand an extra $475m over as compensation for the harms caused by the "illegal and immoral Robodebt scheme".

Another $13.5m has also been earmarked for legal costs and up to $60m to administer the compensation scheme.

"[It] is the just and fair thing to do," Attorney-General Michelle Rowland said, adding that it reflected the harm caused to thousands of vulnerable Australians under the "disastrous" scheme.

Lawyers for the class action said the extra compensation was "validation" for the victims.

"Today is also one more vindication of the principle that Australia remains a nation ruled by laws and not by kings - laws which even hold the government accountable," Peter Gordon told reporters, according to the Australian Broadcasting Corporation (ABC).

One of the victims, Felicity Button, told reporters it was a bittersweet moment, as some victims had lost family members, gone through divorce or become bankrupt.

"Irreparable mental health issues that have stemmed from this... we can never compensate for that."

It is estimated that more than 440,000 people were impacted by the illegal system, which ran from 2016 to 2019 under the conservative government of former prime minister Scott Morrison. It was aimed to save about $1.7bn.

Those affected were some of the country's poorest, and a landmark inquiry heard the scheme led to at least three suicides.

A royal commission - Australia's most powerful form of public inquiry - into the scheme finished in mid-2023 and drew hundreds of public submissions.

It heard how the algorithm used to determine if someone had been overpaid was based on flawed calculations by averaging a person's fortnightly income.

This income figure was used to determine how much welfare was paid, but the calculation led to mistakes if a welfare recipient worked irregular hours from week to week.

The commission also unearthed new evidence that showed senior public servants who designed and ran the scheme knew it was unlawful.

This prompted lawyers handling the class action to appeal the original settlement, and demand further compensation due to "misfeasance in public office".

In total, the redress scheme amounts to about $2.4bn. This includes $1.76bn in debts that were wiped and and money given back to victims who paid false debts.

Thursday's announcement of an extra $475m in compensation is in addition to the $112m awarded in 2020, meaning a total of $587m.

The largest payout previously was $500m for survivors of the 2009 Black Saturday bushfires in Victoria - Australia's worst-ever - which killed 173 people, according to Nine.

习近平:支持越南走好符合本国国情的社会主义道路

4 September 2025 at 13:40

中国国家主席习近平会见越南国家主席梁强时说,中国支持越南走好符合本国国情的社会主义道路,并称面对单边主义、丛林法则逆流,越来越多的国家认识到,妥协退让没有出路,联合自强才有希望。

据央视新闻客户端消息,习近平星期四(9月4日)上午在北京人民大会堂会见赴华出席抗日战争暨世界反法西斯战争胜利80周年活动的梁强。习近平说,世界反法西斯战争胜利充分表明,得道多助、失道寡助,胜利必将属于正义的一方。中越双方要共同铭记历史、缅怀先烈,加强战略协作,维护二战胜利成果,维护国际公平正义,坚定站在历史正确一边。

习近平称,中国支持越南走好符合本国国情的社会主义道路,开好越共十四大。他表示,双方要本着同志加兄弟的精神,深化治党治国经验交流,办好建交75周年暨“中越人文交流年”系列活动,给两国人民带来切实利益。

习近平进一步说,面对单边主义、丛林法则逆流,越来越多的国家认识到,妥协退让没有出路,联合自强才有希望。

习近平也说,他提出全球治理倡议,就是要推动全球治理体系朝着更加公正合理的方向发展。中国愿同越南一道,维护全球南方共同利益,为世界提供更多正能量。

以中国为东道主的上海合作组织峰会会议星期一(9月1日)在天津召开,习近平力推捍卫发展中国家权利的全球治理倡议,呼吁各国共建更公正合理的治理体系,反对阵营对抗和霸凌行径。

中国官媒:为迎接阅兵 天安门毛泽东像今年提前换新

4 September 2025 at 13:34
今年的画像更换从8月19日23时开始。 (北京日报)

中国官媒披露,为迎接九三阅兵,北京天安门城楼上的毛泽东画像今年提前换新。

据《北京日报》报道,每年中国国庆节前夕,天安门城楼的毛泽东画像都会迎来“换新”工作。今年为了迎接纪念中国人民抗日战争暨世界反法西斯战争胜利80周年,天安门城楼自5月到7月进行局部维护和检修,画像也较往年提前一个多月进行了更换。

历时两个多小时,旧画像被摘下,新画像吊装在天安门城楼中央。(北京日报)
历时两个多小时,旧画像被摘下,新画像吊装在天安门城楼中央。(北京日报)

今年的画像更换是从8月19日23时开始,运载着新画像的货车从端门开出,历时两个多小时,旧画像被摘下,新画像吊装在天安门城楼中央。

江苏足协辟谣“苏超”改名

4 September 2025 at 13:06

对于网传江苏省城市足球联赛(俗称“苏超”)改名一事,中国江苏省足协辟谣。

据《扬子晚报》报道,部分自媒体声称,“苏超”已改名为“江苏健康文化旅游足球城市联赛”。

对此,江苏省足协副主席、2025年江苏省城市足球联赛组委会副秘书长王小湾回应称:“‘苏超’没有改名,也没有想过要改名。”

5月10日开赛的江苏省城市足球联赛,全省13个城市各组一支球队,并以城市命名。每队职业球员不超过三人,其余由学生、教师、快递员等各行各业的足球爱好者组成。

尽管这个业余联赛的球员水准不及职业比赛,但球迷们观赛热情空前高涨,一些场次上座率甚至高过简称“中超”的中国足球超级联赛,因而被戏称为“苏超”。

知情人士:比亚迪将今年销量目标下调16%

4 September 2025 at 12:54
5月28日,一艘印有比亚迪标识的船只,停靠在巴西圣卡塔琳娜州伊塔雅伊港。 (路透社档案照)

路透社引述两名知情人士说,中国电动车巨头比亚迪已将今年的销售目标下调多达16%,至460万辆。

这家中国最大的汽车制造商在今年3月向分析师说,2025年的销量目标为550万辆。但知情人士透露,在过去几个月,这一目标已在比亚迪内部多次下调。

知情人士称,比亚迪已于上个月向公司内部及部分供应商传达最新销量目标,至少为460万辆,以便指导规划。

知情人士补充说,有关目标仍可能会根据市场情况进行调整。

知情人士没有说明比亚迪下调目标的原因。不过,其中一名知情人士说,比亚迪正面临吉利汽车、零跑汽车等竞争对手日益激烈的压力。

比亚迪上星期五(8月29日)公告最新业绩,第二季净利润同比大跌30%降至64亿元人民币(11.5亿新元)。这与第一季利润大涨100.4%形成鲜明对比。这也是比亚迪季度利润三年多来首次下滑。

比亚迪这一最新销售目标低于多家机构近期下调后的预测。本周,德意志银行预计比亚迪销量为470万辆,晨星公司则预计为480万辆。

按照新目标计算,同比增幅仅7%,将是自2020年以来最慢的年度增长。目标下调也凸显出通缩压力正在拖累中国经济,而房地产长期低迷已严重打击中国国内需求。今年前八个月,比亚迪仅完成原定550万辆销售目标的约52%。

Lisbon Funicular Crash: What to Know About Cause and Victims

4 September 2025 at 13:35
At least 15 people were killed after the Glória funicular, one of the city’s most popular tourist attractions, derailed and crashed.

© Reuters

Emergency workers at the site of the Glória funicular crash in Lisbon on Wednesday.

普金會談:金正恩稱助俄是「兄弟義務」

4 September 2025 at 13:47
周昱君
2025-09-04T05:28:30.384Z
9月3日的「普金會」上,普丁邀請金正恩再次訪俄。

(德國之聲中文網)週三(9月3日)在天安門廣場參與中國主辦的九三閱兵之後,北韓領導人金正恩和俄羅斯總統普丁在北京釣魚台國賓館舉行雙邊會談。據克里姆林宮消息,兩人搭乘同一輛車前往會議場所;雙方代表團先召開會議,接著兩位領袖一對一會面。

在北京「普金會」上,金正恩說自去年6月普丁造訪平壤、雙方簽訂《全面戰略夥伴關係協議》加強防務互助合作之後,兩國之間的合作大大強化。根據該協議,若俄羅斯或北韓任何一方受到第三方攻擊,另一國就會提供支援。

金正恩3日對普丁表示:「如果有任何事情是我能為你、為俄國人民做的,我都它視為兄弟之間的責任,視為我們要必須承擔的義務,並準備好竭盡所能幫忙。」北韓中央通訊社(KCNA)4日報導也指,金正恩說北韓會「全力支持」俄軍。

普丁則公開讚許北韓派士兵到俄羅斯庫爾斯克(Kursk)戰場替俄國作戰。他稱俄國和北韓之間是「基於信任、友誼與同盟的特殊關係」,並邀請金正恩再度訪俄。金正恩上一次出訪俄羅斯是在2023年,當時兩人在俄國遠東的東方航天發射場會晤,互相致贈步槍,金正恩還參觀了飛機製造工廠。

相关图集:普京与金正恩会晤,为何约东方航天发射场?

普金会在哪里?:普京和金正恩见面的具体地点之前一直保密。本周三答案揭晓,两人并没有约在莫斯科或者符拉迪沃斯托克,而是选择在俄远东地区阿穆尔州的东方航天发射场举行会谈。这是疫情爆发后,金正恩的首次外访。
东方航天发射场是什么地方?:这里是俄罗斯为减少对哈萨克斯坦拜科努尔航天发射场的依赖兴建的发射基地。它距离俄罗斯和中国边境不远,2016年投入使用。普京曾多次到访发射场,去年4月他曾在这里与白俄罗斯总统卢卡申科会面。
失败的探月使命:俄罗斯上月在此地进行了一次失败的登月发射。俄罗斯航天机构表示,“月球25”登月探测器出现技术故障后已在月表坠毁。这是1976年之后,俄罗斯首次开展登月使命。图为发射升空前,俄罗斯科学家对“月球25”进行最后的组装调试。去年4月,俄乌战争爆发不久后,普京就宣布将重启"月球"探测器计划。他说:"俄罗斯必须应对好太空的挑战,从而在地球上受益。"
为卫星而来?:根据韩联社报道,普京和金正恩在会谈前一同散步,并共同视察了发射场的俄罗斯“联盟-2”号运载火箭发射设施等。被问及“俄罗斯是否会帮助朝鲜研发人造卫星”时,普京表示,这就是两人在此相聚的理由。他说,金正恩特别关注火箭技术,朝鲜正在努力研发其优秀项目。
妹妹随行:金正恩的妹妹金与正也陪同哥哥访问俄罗斯。韩联社报道,朝鲜劳动党中央军事委员会副委员长李炳哲,中央军事指导部部长朴正天等军部高官也陪同出访。
发射弹道导弹:虽然金正恩正在进行外访,但平壤还是在周三发射了两枚弹道导弹。韩联社援引统一研究院资深研究委员洪珉指出,朝鲜在最高领导人出访期间发射导弹尚属首次,这展现出朝鲜在领导人出访期间依然维持军事备战态势的信心。
坐火车出行:金正恩是乘坐火车进入俄罗斯边境城市哈桑火车站,然后再次启程,前往东方航天发射场的。金氏王朝的领导人出行都不愿意乘坐飞机,他们认为飞机容易发生事故,容易遭到袭击。金正恩也延续了这个传统,2018年他与时任美国总统特朗普见面时,他先乘坐火车前往北京,再从北京前往河内,耗时几十个小时。图为2019年初金正恩到访北京。

自2022年俄烏戰爭爆發以來,北韓成為俄羅斯的重要盟友;據韓國政府估計,北韓從去年開始陸續派了大約1萬5千人赴俄參戰,而且運送了彈道飛彈、火炮等大量軍事裝備,幫助俄國繼續攻打烏克蘭。

九三閱兵與「普金會」登場之際,俄軍繼續空襲烏克蘭西部和中部地區,自2日晚間起出動超過500架無人機和20多枚飛彈。普丁3日在北京的記者會上總結4天的訪中行程,談到俄烏和談的可能性。普丁聲稱如果烏克蘭總統澤倫斯基去莫斯科,他就願意舉行雙邊會談,但同時又對這種會議的意義表示懷疑。對此,烏方稱無法接受在莫斯科舉行領袖峰會,質疑俄國根本沒有談判誠意。

「獨裁者聯盟」

金正恩這次到北京參加九三閱兵,是他14年的統治之中,第一次參加大型的多國活動,也是他首度與習近平和普丁三人同台。此前外界猜測三人是否會在北京舉行領袖峰會,但三國政府皆未證實。

社群網站上,普丁、習近平、金正恩,還有白俄羅斯總統盧卡申科並肩走在紅毯的畫面引發熱議,被形容為「獨裁者聯盟」。台灣的衛城出版社今年初出版了普立茲獎得主安愛波邦(Anne Applebaum)知名著作《獨裁者聯盟》(Autocracy, Inc.),封面照片恰好也是這四位領袖並肩行走,跟九三閱兵的現場有異曲同工之妙,也因而引發網友討論。

有專家認為,北韓、俄羅斯和中國領袖站在一起,雖然傳達出三個獨裁政權決心共同抵抗西方壓力的訊號,但由於這三國領袖的政治議程與優先事務仍有落差與分歧,因此他們之間可能只是權宜的結盟,尤其實力較弱的北韓可能是變數。

9月3日,金正恩稱替普丁付出是「兄弟義務」。

美國特洛伊大學(Troy University)首爾分校國際關係學者品克斯頓(Dan Pinkston)向DW指出,北韓建國領袖、金正恩的祖父金日成在1970、1980年代也曾在中國和俄羅斯之間「挑撥離間」,利用中俄之間的利益對立來替北韓政權爭取更好的條件。

品克斯頓認為,金正恩「很高興能受邀」參加中國抗日戰爭勝利紀念的這場閱兵式,因為這顯示他已經達到「被接納為平等夥伴」的階段。他指出,金正恩替普丁「做了很多」,包含派兵為俄軍作戰、提供裝備等等,「所以他顯然認為自己應該獲得相應的回報」。

除此之外,品克斯頓認為金正恩也希望擺脫對中國的過度依賴,「如今他對中國有所怨恨,希望開發多元夥伴,這從金正恩角度看來是明智的,但對習近平來說令人擔憂」。

品克斯頓說,「中國不希望北韓跟俄羅斯走得太近」。金正恩可能會向習近平暗示他與普丁關係靠近,迫使習近平提供其他的好處,來維持中國對北韓的影響力。

DW駐東京特派記者Julian Ryall對此文有貢獻

DW中文有Instagram!歡迎搜尋dw.chinese,看更多深入淺出的圖文與影音報導。

© 2025年德國之聲版權聲明:本文所有內容受到著作權法保護,如無德國之聲特別授權,不得擅自使用。任何不當行為都將導致追償,並受到刑事追究。



自媒体标题“一个人靠 Ai 自动写代码一年赚了 1000 万,逼迫 claude 缩紧 token 配额”,为什么做自媒体的已经这么胡说八道了?

By: walterggg
4 September 2025 at 11:17
walterggg:
?si=RlnURn5uYrffEZR8

视频中这个人说现在 Ai 就可以写代码,普通人只需要洞察需求的能力,ai 写好软件找腾讯云阿里云 10 块钱的服务器就能发布赚钱,他把事情说的这么轻松,却不和大家讲国内服务器从事信息数据生产经营活动需要 j 备案和 icp 经营许可证,炫耀他靠 Ai 开发的生图 ai 网站日营收 1000 美元
https://raphael.app/zh

我估计他一下步就要做自媒体卖课了,我实在不懂,为什么做自媒体的人能说慌到这个地步?

分享一个小工具: AI 自动生成 TikTok 评论截图,用于运营/社媒配图

4 September 2025 at 11:12
loverinfolee2019:

最近写了一个小工具,名字很直白:TikTok Comment Generator。仿照 TikTok 的评论区样式,生成评论并支持一键截图下载,方便做运营配图或者社交媒体素材。

输入用户名和回复评论内容,生成 tiktok 的评论图片,评论样式跟 TikTok UI 一致,一键下载截图,可直接用作配图,适合做社交媒体运营、内容包装,或者单纯当个有趣小玩意

使用场景比如:

  • 运营人员:做内容复盘时,用评论截图做数据展示
  • 社交媒体博主:给帖子配一些“真实感”评论
  • 普通用户:单纯玩梗、发图也行 😂

网站地址 👉 tiktok comment generator (开放免费使用,有兴趣的朋友可以试试,欢迎反馈!)


好奇问一下:如果加上 批量生成评论截图 / 自定义头像昵称 的功能,大家觉得会不会更有用?

我只有一个 phantom 钱包和收款地址,怎么样可以不通过交易所和银行支付宝微信入金这些过程,拿到一些 solana?

By: fbxshit
4 September 2025 at 11:08
fbxshit:

法币入金出金什么的,还要通过银行,还要注册实名认证什么的,太麻烦了。

我不炒币,所以不想注册交易所,也不想实名认证,也不想银行账户出金入金和交易所关联。

我只想方便的拿到一些加密货币用来买东西玩玩。

请问有没有合适的渠道?

有没有人愿意转一点 solana 给我,我可以帮你京东买需要的东西直接送到你的地址,或者点外卖送到你的地址,或者你给我微信收款二维码,我直接扫二维码转 solana 等值的 rmb 给你。

数字人视频 API 平台调研对比,想听听大家的建议

By: jarl
4 September 2025 at 11:06
jarl:

最近公司有个需求,需要在产品里接入数字人视频相关的 API 。老板的想法是先小规模试运营看看效果,所以前期不太想投入太多资金。我的需求大致如下:

  1. 基础要求:支持不限量或能大量定制数字人 + 声音克隆。
  2. 视频对口型:视频 + 文本 + 定制声音 → 新的视频。
  3. 图生视频:照片 + 文本 + 定制声音 → 新的视频。
  4. 上传营销视频生成:上传现成的营销视频 + 自己的照片 + 自己的音频或文本 + 克隆的声音,生成新视频。(目前只看到阿里通义万相的“通用视频编辑-局部编辑”,0.70 元/秒可以实现,但效果真的不太行)

第 4 点其实已经不抱希望了。至于为什么不考虑自研部署:一方面自己部署太折腾,另一方面算下来应该比直接买服务更贵。


我调研了几个平台,发现一些问题:

  • 阿里

    • 视频口型替换:如果音频长于视频,会用“倒放-正放”交替模式扩展视频时长,结果就是看起来不太流畅。
    • 图生数字人:最长只有 20 秒,实在太短。
    • 图生唱演视频:只适合大头照,照片里一旦有手就容易错乱。
  • 客易云

    • API 对接门槛是 5000 起,前期投入太高。
    • 目前没看到能直接“图生数字人”的能力。
  • 蝉镜

    • 需要专业版及以上才能对接 API ,成本偏高。
    • 声音克隆有不少限制。
  • 字节即梦

    • 数字人 API 还未放开。

参考截图:
https://i.imgur.com/jIsf0dy.png


想问下大家,有没有用过类似的数字人 API ?或者有没有性价比更高、效果更好的平台推荐?

有懂肺癌病理报告的大佬帮分析下吗

By: xh3ccc
4 September 2025 at 11:05
xh3ccc:

肺结节是我妈因意外摔倒伤到肋骨后拍了胸片 CT 发现的,后面就做手术切掉了。下周才约到的医生复查。。

病理报告出来问了 AI ,松了口气(看来只是早期)。但查小红书后又比较焦虑,里面不少评论什么二次复发、高风险因素(微乳头、气道播散)、基因检测靶向药,MRD 检测什么的,又焦虑了...

🙏🏻🙏🏻🙏🏻

病理诊断:

(右肺下叶结节)  

标本类型:右肺癌根治切除标本    

肿瘤个数:1 灶    

肿瘤部位:右肺下叶    

肿瘤大小:1.5*1.3cm    

组织学诊断:浸润性腺癌    

组织学分类:腺泡型,部分贴壁型,局灶微乳头型(3%)    

组织学分级:G2 中分化

气道播散:阳性(右肺下叶)    

脉管侵犯:阴性  

脏层胸膜侵犯:阴性    

邻近结构侵犯:未见邻近结构    

切缘:断端切缘均阴性 区域淋巴结(分子:阳性淋巴结数目。分母:总淋巴结数目):(第 7 组淋巴结)0/1 阳性,(第 10 组淋巴结)0/1 阳性,(第 11 组淋巴结)0/1 阳性,(第 12 组淋巴结)0/1 阳性,(第 13 组淋巴 结)0/1 阳性  

pTNM(AJCC9 版):mpT1bN0Mx(注:x 请结合临床)

万幸临床报告 M 也是 0 。

也建议大家定期 CT 体检。

个人 NAS 架构的简单分享

By: thereone
4 September 2025 at 11:02
thereone:

如图所示,整体架构如上总共 2 台物理设备每一个都是 8 盘位的主机
8C32G 的为冷数据主机,单独跑 OMV 系统作为独立冷存储来为局域网提供存储服务。

12C128G 底层采用 ESXi 系统,主板上面有 4 端口板载 sata 控制器和 4 端口 pcie 的 sata 控制器。2 个 sata 控制器分别直通到群晖和飞牛同时核显也直通到飞牛。
群晖 DSM 作为 PT 数据和重要数据的备份点,主要存储重要数据和提供 NFS 存储挂载到飞牛上面作为存储的一环。同时重要数据自动定时同步到网盘上。
飞牛作为 docker 容器的专用虚拟机还同时提供影视和照片服务,3T 的本地盘作为临时数据盘,下载和临时数据的存储全在这个上面。

Win10 采用 SMB 挂载 OMV 群晖 飞牛三个系统的存储进行所有数据的统一管理。还有内网的整体管理。

此外其它虚拟机需要挂载存储就统一采用 NFS 进行存储挂载,如 PT 虚拟机挂载群晖上面的 PT 数据盘其它虚拟机类型不在赘述。
核心思想就是解耦,专业的设备做专业的事存储就做存储服务就做服务。网络部分不在此处赘述想了解的可以看看这篇 https://v2ex.com/t/1100777

至于为什么会同时有群晖和飞牛原因也是历史因素最早使用群晖因为当时飞牛没有出来。现在的飞牛在当时是一台专门跑 docker 的 debian 虚拟机整体架构和现在一样。但是飞牛出来了看着照片和影视功能很强试用了一下确实要比我单独跑 jellyfin 好用多了就更换成了飞牛系统。

市面上有没有 MagSafe 侧滑全键盘方案

By: bleaker
4 September 2025 at 11:00
bleaker: 类似 N95 或者 Moto 里程碑那样,MagSafe 吸住之后做一个折叠的机械结构,可以拉出或者展开一个 qwerty 键盘

目前市面上只有 Clicks 这种类似聪明电池壳的键盘,会让已经很长的手机变得更长,不如侧滑方案节省空间

这类产品对于随时有正经文本输入的用户来说应该非常实用,但是搜了一圈竟然完全没有实践,甚至 Kickstarter 上都找不到,不知道是不是有什么难以逾越的技术障碍🤔

有趣的是,在久远的 iPhone 5 时代反而存在这种东西 https://www.ubergizmo.com/2012/09/the-keyboard-buddy-is-a-qwerty-keyboard-case-for-your-iphone-5/

“先测试后付款”IEPL 跨境专线限时开放:不限流量!

By: xlogion
4 September 2025 at 10:46
xlogion:

IEPL 专线详情

类型:广港 深港 沪日 价格:量大有优惠(带宽计费 不限流量)

入口:移动 电信 联通 均有

出口:香港 BGP:RETN+NTT+COGENT+PCCWG+EIE+GSL+Level3

防御:入口 出口 双端 300G 高防

欢迎各位老板咨询

可免费测试,满意再买! 测试联系: https://t.me/Richa_TikTok

[有偿] 小白, Windows UI Automation TextPattern 检测问题求助

By: ck125s
4 September 2025 at 10:40
ck125s:

各位 V 友,最近在用 UI Automation (UIA) 时遇到了一个很奇怪的问题,卡了好几天了。

若方法有效感谢🙏200RMB

目标: 获取记事本( Notepad )编辑框的 TextPattern 。

现象:

我用 Accessibility Insights for Windows 去看,明明确确显示记事本的编辑框是支持 TextPattern 的。

Accessibility Insights for windows

问题:

我自己的代码,无论用哪种方式,都检测不到 TextPattern 。

我试过的两种方法:

C++ 原生 COM 接口:

通过 GetFocusedElement 拿到元素,然后 GetCurrentPattern(TextPattern.Pattern),结果是拿不到。

C# + Axe.Windows (Accessibility Insights 核心库):

我以为是我的姿势不对,[找到源码]( GitHub - microsoft/accessibility-insights-windows: Accessibility Insights for Windows),引用 Axe.Windows 库,完全模拟 AI 的工作流程,调用 PopulateAllPropertiesWithLiveData() 等方法,结果依然检测不到 TextPattern 。

已排除的常规问题:

UIAccess 权限、COM 线程模型( STA )、元素句柄有效性等都检查过了,没问题。其他 Pattern 比如 ValuePattern 是可以正常获取的。

核心疑问:

Accessibility Insights 到底用了什么魔法? 为什么它能看到 TextPattern ,而我直接调用 UIA API 或者用它的核心库都复现不了?是不是需要什么特殊的初始化步骤,或者 Windows 对记事本这个“亲儿子”有什么特殊的处理? 有大佬了解其中机制吗?或者有其他调试思路也行。


如果能提供解决方案或关键思路,可有偿指导,感谢!

微信:Delightpl

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