Peng Pai Xin Wen
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言短意长|雷军捐五千万予高中母校,熨帖着国人的乡贤定义
Peng Pai Xin Wen· 2025-03-26 11:45
言短意长|雷军捐五千万予高中母校,熨帖着国人的乡贤定义 对于湖北仙桃来说,3月26日是一个值得沸腾的日子。 3月26日下午,小米集团创始人雷军回到母校湖北仙桃中学,出席"雷军图书馆"揭牌仪式。随着红绸缓缓落下,这座由雷军捐资4000万元建设的现 代化图书馆正式启用。 雷军此次一共向母校捐出了5000万元,其中4000万元用于建设图书馆,1000万元用于设立奖励基金,资助品学兼优、家庭困难的学生,以及奖励 优秀的教师。 早年受惠于家乡教育,功成名就后捐资兴学,这是中国人特有的乡贤回报桑梓模式,是刻在国人记忆深处的一种认同。 中国地域辽阔,迁徙已然频繁。家乡就是那个小时候住过、现在时常想念、有能力的时候愿意回馈的地方。很多事业有成的人都有一种成功后回 馈家乡的情结,捐资兴学就是最常见的一种方式。 如何反哺家乡?如何回馈母校?又如何看待榜样的力量?这是每一个走出家乡的人一生的必修课。而每一个走出家乡的人也应该有三个自信:家 乡自信、母校自信和榜样自信。 第一,每一个走出家乡的人都应该有一种家乡自信。 中国东西南北,每个人的家乡都多有不同,也就有了各美其美的可能。 这种家乡自信不是一种自满和无来由的骄傲,而是一种分类 ...
秦洪看盘|冲高受阻难掩暗流涌动
Peng Pai Xin Wen· 2025-03-26 11:32
秦洪看盘|冲高受阻难掩暗流涌动 澎湃新闻记者 李晶昀 AI创意 二是就A股的先行指标的港股来说,也面临着新的做多契机。在前期,由于短线涨幅过大,估值水位迅速抬升。而美股在前期也一度深幅调整, 如此就使得美股估值水平迅速与港股对齐,从而使得港股存在的估值重估动能减弱。但随着近期美股再度回稳以及港股在近期的调整,使得估值 重估的叙事逻辑再度强硬起来。而且,港股的中国经济复苏的叙事逻辑也在孕育中,所以,港股也在周三盘中悄然回升,从而给A股树立了做多 示范榜样。 如此的走势就说明了短线A股的主要股指可能难以出现迅速的、强有力的拉升行情。但在平静的盘面下面仍然存在着做多势力的聚集动作,故在 操作中,仍可相对积极一些。 (执业证书:A1210612020001) 近期A股市场的盘面有一个较为显著的特征,那就是AI投资主线、人形机器人主线等核心主线出现了分化、调整的态势。这就意味着大规模的动 量资金的兵团式作战迅速切换成部分动量资金的游击式作战,从而使得A股市场的总体换手率、成交金额迅速收缩。在周三,沪深两市成交金额 只有1.15万亿元,较周二萎缩1040亿元。如此的量能就意味着短线A股难以集结大规模的冲关能量,这可能也是 ...
韩国籍电竞选手宋义进获“中国绿卡”,已为中国战队效力超十年
Peng Pai Xin Wen· 2025-03-26 11:32
韩国籍电竞选手宋义进获"中国绿卡",已为中国战队效 力超十年 上海金山官宣,《英雄联盟》(League of Legends,简称LOL)全球总决赛冠军Rookie(宋义进)获得"中国绿 卡"。 3月26日,澎湃新闻记者从上海市金山区获悉,张江高新区金山园首张中国"绿卡"成功发出,这是金山区首次通过 张江国家自主创新示范区有关人才政策,帮助外籍人才申办外国人永久居留身份证。一月初,韩国籍的Rookie正 式领取了"绿卡"。 右三为Rookie宋义进。 对于Rookie拿到中国绿卡后的职业规划如何,上述经纪公司没有透露太多消息。 此次发放的"中国绿卡",是新金山发展公司发现企业"难点"后,与金山区科委"联手",帮助上海崟枫文化传媒有 限公司落户张江高新区金山园。张江高新区金山园依托《张江示范区外籍人才服务工作的实施意见》,为外籍高 层次人才出具推荐函,帮助高层次外籍人才在更短的时限内获得在华永久居留。 张江高新区金山园首张中国"绿卡"日前成功发出,这是上海市金山区首次通过张江国家自主创新示范区有关人才 政策,帮助外籍人才申办外国人永久居留身份证。(本文图片:金山区供图) Rookie曾在2018年作为IG战队的 ...
云顶新耀首次实现年度商业化盈利,称医保产品落地符合预期
Peng Pai Xin Wen· 2025-03-26 11:13
Core Viewpoint - Cloud-based pharmaceutical company, CloudTop New Medicine, achieved its first annual commercial profitability in 2024, driven by significant revenue growth from its core products, despite an increase in net losses due to impairment losses on intangible assets related to mRNA COVID-19 vaccines [3][4]. Financial Performance - The company reported a total revenue of 707 million yuan, representing a year-on-year increase of 461% [3]. - The net loss for the year was 1.041 billion yuan, which widened from 845 million yuan in 2023, primarily due to a one-time impairment loss on intangible assets [3]. - Excluding the impairment loss, the net loss narrowed to 685 million yuan [3]. Product Performance - The revenue growth was largely attributed to three core products, with the IgA nephropathy treatment, Naimu Kang, contributing 353 million yuan in revenue since its launch in May 2024, marking a 1581% increase [3]. - Naimu Kang has successfully reached over 600 to 700 core hospitals, covering more than 60% of the target patient population [3]. Market Access and Policy - Naimu Kang was included in the 2024 National Medical Insurance Directory, becoming the only IgA drug covered by insurance [4]. - The company anticipates that the implementation of insurance policies will continue to progress positively, with over 10,000 patients having used Naimu Kang in the first quarter of the year [4]. - The government work report for 2025 emphasized the need to improve drug pricing mechanisms and support innovative drug development [4]. Competitive Landscape - The IgA nephropathy market is considered a hot sector, with multiple domestic and international companies involved [5]. - The company believes that its IgA drug has advantages in long-term safety and combination therapy, with a potential market of approximately 5 million patients in China [5]. Pipeline and Future Developments - The company is also focusing on its innovative fluoroquinolone antibiotic, Yijia, which generated 353 million yuan in revenue in 2024, reflecting a 256% increase [5]. - The autoimmune disease drug, Yichuomode, has been approved in Macau and Singapore, with a new drug application submitted to the Chinese regulatory authority [5]. - The company is advancing its mRNA drug pipeline, including a personalized tumor therapeutic vaccine, EVM16, which has completed its first patient dosing [6].
沉睡的金矿被唤醒:杭州湾大桥如何通过REITs盘活资产价值
Peng Pai Xin Wen· 2025-03-26 11:00
Core Insights - The article discusses the successful listing of the Ping An Ningbo Jiaotou Hangzhou Bay Cross-Sea Bridge REIT on the Shanghai Stock Exchange, marking a significant milestone in China's REITs market [1][2][4] Group 1: REITs Overview - The Hangzhou Bay Cross-Sea Bridge, completed in 2008, has become a crucial transportation hub in the Yangtze River Delta, significantly impacting regional economic dynamics [1][2] - The REIT structure allows investors to participate in infrastructure projects with lower entry barriers, sharing in cash flows and asset appreciation [5][11] - The issuance of the REIT has led to a nearly 21% increase in its price since listing, ranking fifth among 13 listed highway REITs [1][11] Group 2: Stakeholder Engagement - The complex ownership structure of the bridge involved 19 shareholders, necessitating extensive communication and trust-building efforts by Ping An Securities to address concerns about asset valuation and the new REIT model [4][6] - A dedicated project team was formed to engage with shareholders, providing education on the REIT mechanism and addressing their concerns directly [6][8] Group 3: Market Impact - The issuance process took approximately 18 months, showcasing Ping An Securities' capability in navigating regulatory and operational challenges [8] - The successful launch of the REIT not only revitalized the asset but also provided funding for significant infrastructure projects, such as the Tongsu-Jia-Ning Railway [13] - The project exemplifies a model for asset revitalization and exit strategies in China's infrastructure sector, contributing to high-quality development [13]
上海杭州间将新建一条高速铁路,沪乍杭高铁浙江段选址公示
Peng Pai Xin Wen· 2025-03-26 10:54
上海杭州间将新建一条高速铁路,沪乍杭高铁浙江段选址公示 上海与杭州间将新增一条高铁。浙江省自然资源厅官网信息显示,中铁上海局集团上海铁路枢纽工程建设指挥部已向其申报新建上海至乍浦至杭州高速铁路 (浙江段)建设项目规划选址,该厅正予以批前公示。 据"项目简介",沪乍杭高铁浙江段涉及杭州临平区、拱墅区、西湖区、余杭区,嘉兴平湖市、南湖区、秀洲区、桐乡市、海宁市,正线总长约142公里,设 计时速350公里,设车站5座,同步建设杭州北联络线和沪甬联络线。 沪乍杭高铁是中国"八纵八横"高铁主通道沿海通道、沪昆通道的组成部分,将承担上海、嘉兴等地与长江经济带南翼城市、海西城市群、粤港澳大湾区间的 路网客流;也是长三角城际铁路网沪杭通道的重要段落,承担上海浦东尤其是临港新片区与嘉兴、杭州等地的城际客流。2月,《沪乍杭高铁(上海段)、 沪乍杭铁路(上海段)选线专项规划(草案)公示》已发布。 据介绍,沪乍杭高铁沿杭州湾北岸呈东西走向,起自上海枢纽上海东站,利用沪通铁路二期至四团站,经嘉兴南站衔接通甬(南通至宁波)高铁、沪杭城 际,经桐乡站衔接杭州枢纽机场高铁,再经临平北站至杭州西站。全线运营长度221.88公里,设计时速350 ...
滨江服务去年收入约35.9亿元,管理层:物业费收取应该质价相符
Peng Pai Xin Wen· 2025-03-26 10:27
Core Viewpoint - Binhai Service reported a revenue of approximately 3.594 billion yuan for 2024, representing a year-on-year increase of 28% [3] Financial Performance - Total revenue for 2024 was approximately 3.594 billion yuan, with property management service revenue at about 1.932 billion yuan, up 24.7%, accounting for 53.8% of total revenue [3] - Gross profit reached approximately 835 million yuan, a 20% increase year-on-year, with a gross margin of 23.2% [3] - Operating profit was approximately 705 million yuan, reflecting a 22.1% increase year-on-year [3] - Net profit attributable to equity shareholders was approximately 546 million yuan, an 11% increase year-on-year, with a net profit margin of 15.4% [3] Revenue Breakdown - Revenue from property management services provided to Binhai Group or its joint ventures was 947 million yuan, accounting for 49% of property management service revenue [3] - Revenue from independent property developers was 978 million yuan, a 26.1% increase from 2023 [3] - Revenue from property services outside Hangzhou was 570 million yuan, a 27.3% increase from 2023 [3] - Non-owner value-added services decreased by 2.7% to approximately 565 million yuan, while 5S value-added services increased by 61.7% to approximately 1.097 billion yuan [3] Operational Metrics - Average property management fee was approximately 4.1 yuan per square meter per month [4] - Managed area reached approximately 67.945 million square meters, a 23.9% increase year-on-year, with contracted area at approximately 92.866 million square meters, a 13% increase [5] - The management area in Hangzhou exceeded 43 million square meters, accounting for about 63.7% of total managed area [4] Strategic Focus - The company aims to expand primarily in the Yangtze River Delta region, leveraging its experience in high-end markets to increase market share [5] - Management emphasized the importance of quality in project selection and the need to respond to owner demands for service quality in relation to property fees [6] - Future expansion may focus on major cities such as Beijing, Shanghai, Hangzhou, Guangzhou, Chengdu, and Shenzhen [6]
低空产业起飞的上海样本:如何有效降低研发运营成本,打通最后一公里
Peng Pai Xin Wen· 2025-03-26 10:19
低空产业起飞的上海样本:如何有效降低研发运营 成本,打通最后一公里 "大家都是冲着无人机表演来的。" 百架无人机组成的灯光矩阵在上海龙华直升机场徐徐升起,以徐汇滨江夜幕为天幕展出一场灯光视觉盛 宴,无人机编队的灯光秀正成为龙华机场上方的常态化表演。 越来越多的企业正在上海探索尝试低空场景。 策,营造更好的营商环境。 2024年8月,《上海市低空经济产业高质量发展行动方案(2024-2027年)》(以下简称《方案》)发 布,明确到2027年,打造上海低空经济产业创新高地、商业应用高地和运营服务高地,核心产业规模达 到500亿元以上,在全球低空经济创新发展中走在前列。联合长三角城市建设全国首批低空省际通航城 市,建成全国低空经济产业综合示范引领区,加快打造具有国际影响力的"天空之城"。 目前,中国从事"空中出租车"eVTOL研发并最早实现首飞的5家公司,有4家诞生于上海,包括峰飞航 空、时的科技、御风未来和沃兰特。 上海凭借深厚的航空底蕴与前沿技术,在eVTOL的研发、制造与取证环节一马当先,以全方位的创新 实力铸就全国领先优势,进而将成果高效辐射至全国应用领域。头部企业布局,政策与市场共振,上海 在这轮浪潮中, ...
公募“绩优则仕”再添一例,百亿基金经理姜诚升任中泰资管副总
Peng Pai Xin Wen· 2025-03-26 10:15
公募"绩优则仕"再添一例,百亿基金经理姜诚升任中泰资管副总 又有公募老将升任公司高管。 3月26日,中泰证券(上海)资产管理有限公司(下称"中泰资管")公告称,公司权益公募投资部总经理姜诚升任副总经理,任职日期为2025年3 月24日。 据公告中披露的个人过往从业经历,姜诚曾于2006年7月至2010年9月担任国泰君安证券资产委托管理部投资经理;2010年9月至2011年12月,担任 安信基金筹备组研究部总经理;2011年12月至2016年4月,历任安信基金研究部总经理、基金投资部总经理。 他在2016年4月加入中泰资管后,历任机构投资部总经理、基金业务部总经理(期间曾兼任研究部总经理)、权益公募投资部总经理,现任中泰资 管副总经理兼权益公募投资部总经理。 | 基金管理人名称 | 中泰证券(上海)资产管理有限公司 | | --- | --- | | 公告依据 | 公开募集证券投资基金信息披露管理办法 | | 高管变更类型 | 新任基金管理公司副总经理 | | 新任高级管理人员职务 | 副总经理 | | --- | --- | | 新任高级管理人员姓名 | 姜诚 | | 是否经中国证监会核准取 | | | 得高 ...
上海:今年力争全市首贷户新增2万户以上,无缝续贷累计投放超1万亿元
Peng Pai Xin Wen· 2025-03-26 10:02
上海:今年力争全市首贷户新增2万户以上,无缝续 贷累计投放超1万亿元 3月26日,上海金融监管局印发《关于深化融资畅通工程 服务民营经济高质量发展的通知》(下称《通 知》),从加大信贷投入、坚持问题导向、突出服务重点、推进对外开放、加大政策供给、强化监管引 领六大方面提出20条举措,坚持"两个毫不动摇",坚持金融服务实体经济的根本宗旨,旨在进一步促进 融资畅通,提升民营企业融资便利性。 据上海金融监管局介绍,2024年,该局实施"融资畅通"工程取得突出成效,引领普惠金融工作再上新台 阶。其中,普惠贷款保持增量扩面提质增效,贷款余额1.3万亿元,高于各项贷款增速7.2个百分点,综 合融资成本持续下降;率先将中型企业纳入无缝续贷范围,引导银行机构应续尽续加大续贷占比,连续 三年续贷投放额突破一万亿元;构建纾困融资长效机制,为暂时困难企业雪中送炭,全年投放纾困融资 5153亿元,为200多万人提供稳就业服务。 与此同时,《通知》还提出要加大政策供给,进一步优化民营企业融资环境。各金融机构要合理提高民 营企业不良贷款容忍度,建立健全民营企业贷款尽职免责机制。要明确不同类型业务履职标准,细化免 责正负面清单。对无确切证 ...