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云南旅游:子公司与浙江人形机器人创新中心签署战略合作协议
人民财讯9月25日电,云南旅游(002059)9月25日发布股票交易异常波动公告称,公司全资子公司文旅 科技与浙江人形机器人创新中心有限公司签署战略合作协议,致力于推动机器人产品在文旅场景的落地 应用。但公司目前尚不具备机器人整机设计或生产能力。文旅科技与浙江人形机器人创新中心有限公司 的合作尚处于前期阶段,该事项预计对公司当期损益不会产生重大影响,后期能否顺利落地推进存在不 确定性。 ...
观察:创投跟投制度应避免异化为“员工掏钱上班”!
近日,社交媒体上一则网帖引发行业关注:帖文称某私募基金要求员工跟投,且该机制与淘汰机制挂钩。该帖还晒出跟投规则:起投金额为1万元起,上 不封顶。由HR收集跟投信息,组织跟投员工与某主体签署委托协议,出资顺序为员工到某主体到员工跟投平台到主基金。因该帖配图是一张微信名为"俞 浩|追觅科技"的发言,相关"强制跟投"行为被外界关联至追创创投。 9月25日,追创创业投资(厦门)有限公司对此发布了"关于针对追创创投不实信息的严正声明",明确否认追创创投强制员工跟投。声明中称:公司关注 到个别自媒体账号及人士在未经核实的情况下,通过公开信息渠道及社交平台散布关于"某觅基金强制员工跟投"等不实信息,文中提及的关于追创及追创 创业投资(厦门)有限公司等信息内容严重失实。声明强调,追创创投始终坚持"市场化、专业化、合规化"的投资原则,公司内部从未制定、也绝不存在 任何"强制跟投"的政策或规定。追创创投的跟投机制始终遵循"自愿参与、风险自担"的基本原则。 从法律层面看,创投员工跟投具备合规性,但为何该行为始终存在争议?从实操角度分析,有两大核心问题值得审慎考量:一是,谁应该强制跟投,谁可 以选择跟投;二是,跟投的金额比例是否有合 ...
德福科技:实控人及部分董事、高管等拟合计减持公司不超0.13%股份
人民财讯9月25日电,德福科技(301511)9月25日公告,公司控股股东、实控人、董事马科,董事、高 管江泱,董事、高管金荣涛,高管龚凯凯计划通过集中竞价方式,合计减持公司股份不超过81.92万股 (占公司总股本的0.13%)。 ...
实探青海数智化转型样本:5G专网赋能新型工业化,智慧文旅激活商业新动能
近日,证券时报记者跟随"移起向青,智绘高原"数智青海主题媒体行活动,深入青海省西宁市、黄南州 等多地,实地探访当地电信普遍服务现状及数智化转型成果。 据了解,中国移动青海公司将工作力量、资源、精力向远山、沟域一线倾斜,依托智慧网络和数字化管 理推进山、水、林、田、路、村现代化治理,助力实现"一沟一产业、一域一特色",赋能乡村建设,让 绿水青山变成金山银山。此外,数字技术也已成为当地文旅经济、产业发展、新型工业化的重要底座。 智慧文旅的"数字命脉" 西宁下南关民族小吃街是一条位于西宁市东区的百年老街,全长约500米,这里以聚集各类回族风味小 吃闻名,有许多传承多代的非遗美食。 截至目前,中国移动在下南关街部署了5G站点14个,共计44个基站小区;4G站点10个,共计61个基站 小区;此外,还规划设计5G-A站点3个预计10月落地。今年8月,下南关街站点日均流量10720.92GB, 同比去年8月日均流量7926.34GB,日均增长2794.57GB,增幅35.26%。 "少数民族美食街是重要的文旅消费场景和创业平台,良好的信号覆盖是其商业活力的'数字命脉'。"在 西宁移动无线主管赵建勋看来,该项目是一项兼具经济 ...
东方雨虹拟6亿元投建新材料产业链项目 完善产业链布局
Core Viewpoint - The company has signed an investment agreement to invest 600 million yuan in a new materials industry chain project in Shanglin County, Guangxi, aiming to leverage local mineral resources and enhance its upstream product offerings [1][2]. Investment Details - The total investment for the project is 600 million yuan, with an expected annual output value of approximately 800 million yuan and an estimated annual tax contribution of 40 million yuan once fully operational [1]. - The project will be implemented in phases, with construction expected to start within three months after land acquisition and to produce products within 18 months of commencement [1]. Strategic Objectives - The investment aims to utilize Shanglin County's advantages in mineral resources, transportation, and supportive industrial policies to expand the company's product range into upstream areas like mortar powder [2]. - The project is expected to enhance the company's procurement risk resilience and deepen its competitive moat in the industry, creating new profit growth points and fostering upstream and downstream industry chain collaboration [2]. Financial Performance - In the first half of 2025, the company reported revenue of 13.569 billion yuan and a net profit of 564 million yuan, indicating a decline compared to the same period last year, although there was a noticeable improvement in the second quarter compared to the first [2]. - The gross margin for the second quarter was 26.71%, showing a significant recovery of about 3% from the first quarter, driven by increased revenue, stable pricing strategies, and growth in the high-margin retail segment [3].
超级产品+超级模式+超级IP 珍酒李渡探寻行业调整期破局之道
在白酒行业深度调整的当下,珍酒李渡动作频频,一系列布局引发行业内外高度关注。 从珍酒李渡董事长吴向东在万商联盟创富论坛亲自宣讲,到推出"联盟商权益支付计划",再到"大珍.珍酒"超级单品正式上市,以及吴向东打造个人IP,珍酒 李渡正着力全方位构建一个以"大珍.珍酒"为核心的超级产品生态,力求在行业寒冬中突出重围,重构未来白酒竞争新格局。 股权纽带下的深度绑定 9月10日,珍酒李渡(06979.HK)发布公告,推出"联盟商权益支付计划",为万商联盟初步设定不超过1.69亿股对应的经济收益权,且董事会有权根据情况进一 步提高,激励符合资格的联盟商,以促进公司长期可持续增长和发展。 此外,珍酒李渡公告中明确了该项目合格参与者的多项考量因素,包括业绩表现、在指定期限内持续遵守适用的销售流程及规章制度、与珍酒李渡的合作年 限、参与公司的业务程度,以及对公司发展及增长的实际或潜在贡献等,这进一步确保了联盟商质量,保障计划的有效推进。 这一计划的核心亮点在于,以股权为纽带,将联盟商与珍酒李渡利益深度绑定,此举在白酒行业具有里程碑意义。传统白酒渠道中,厂商与经销商多为短期 利益合作,在行业下行压力下,二者矛盾频发。如今,珍酒李 ...
长青集团拟5.71亿元投建热电联产相关项目 进一步拓展供热业务
Core Viewpoint - Changqing Group plans to invest 571 million yuan in the second phase of the Maoming Changqing cogeneration project and the construction of a supporting steam pipeline project, aiming to meet the steam demand from China Petroleum & Chemical Corporation's Maoming branch and its downstream industries [1] Group 1: Investment and Project Details - The investment for the cogeneration project phase two is approximately 200 million yuan, while the supporting pipeline project will require about 371 million yuan [1] - The project aligns with national energy industry policies and is expected to have positive social benefits, enhancing the company's heating business in Maoming High-tech Zone [1] - Successful implementation of the project is anticipated to expand sales and profitability for Changqing Group, although it will not significantly impact the company's operating performance in 2025 [1] Group 2: Financial Performance - In the first half of 2025, Changqing Group reported revenue of 1.873 billion yuan, a slight decrease year-on-year, primarily due to a reduction in heating revenue from the industrial park coal-fired heating project as steam prices fell in line with coal prices [2] - The company's non-net profit reached 146 million yuan, a year-on-year increase of 150.33%, attributed to lower fuel costs and an increase in the number of biomass projects benefiting from VAT incentives [2] - The decline in biomass fuel costs has significantly contributed to profit, while the coal-fired heating segment maintained reasonable earnings despite a decrease in steam prices [2] Group 3: Asset Transactions - On July 25, Changqing Group announced the transfer of 100% equity in Changqing Environmental Energy (Zhongshan) Co., Ltd. and Zhongshan Changqing Environmental Thermal Energy Co., Ltd. to a subsidiary of Zhongshan Public Utility Group for a total consideration of 494 million yuan [2][3] - Following the transaction, the company will no longer hold equity or debt in Changqing Energy and Changqing Thermal Energy, and these assets will be excluded from the consolidated financial statements [3] - The sale is expected to generate an investment income of approximately 210 to 220 million yuan, depending on the asset status at the time of equity transfer [3]
吉宏股份前三季度预盈最高2.22亿元 跨境社交电商业务实现较大幅度增长
Core Viewpoint - Jihong Co., Ltd. (002803) expects a significant increase in net profit for the first three quarters of 2025, projecting between 209 million to 222 million yuan, representing a year-on-year growth of 55% to 65% [1] Group 1: Financial Performance - The company anticipates a net profit of 120 million to 134 million yuan for the third quarter, reflecting a year-on-year growth of 83.03% to 103.55% [1] - The recovery in performance is attributed to the resurgence of global market demand after a decline in 2024, which was linked to the expansion of overseas sales and the development of proprietary brands in cross-border social e-commerce [1] Group 2: Business Operations - Jihong Co., Ltd. operates a dual-driven business model, focusing on cross-border social e-commerce and paper-based fast-moving consumer goods packaging [1] - The company employs an AI-driven "goods find people" model to promote Chinese industrial products globally through major social platforms like Meta, TikTok, Google, YouTube, and Instagram [2] - The proprietary "Giikin 3.0" system integrates various AI models, enhancing the entire business process from product selection to customer service [2] Group 3: Market Position and Strategy - Jihong Co., Ltd. maintains the leading market share in domestic paper-based fast-moving consumer packaging, benefiting from long-term partnerships with major fast-moving consumer brands like Luckin Coffee, KFC, and McDonald's [2] - The company plans to increase investment in AI research and proprietary brand development, aiming to enhance its cross-border e-commerce business and expand its packaging operations overseas [3]
金银河:特定股东辛志勇拟减持公司不超0.35%股份
人民财讯9月25日电,金银河(300619)9月25日公告,公司持股0.35%的特定股东辛志勇拟以集中竞价 或大宗交易等方式,减持公司股份不超过61.75万股(占公司总股本的0.35%)。 ...
商务部:向世贸组织提交了《中国关于世贸组织特殊和差别待遇问题的立场文件》
人民财讯9月25日电,2025年9月24日,中国向世贸组织提交了《中国关于世贸组织特殊和差别待遇问题 的立场文件》。 ...