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“苏超”火爆催生资本市场新风口 “苏超”相关概念股飙升
Shen Zhen Shang Bao· 2025-06-17 18:18
Group 1 - The "Su Super" phenomenon has transformed from a local football league into a significant commercial IP, leading to substantial stock price increases for related companies [1] - From May 28 to June 17, notable stock performances include ST United with a 52.85% increase, Jining Sports with a 106.41% rise, and Gongchuang Lawn with a 64.63% gain [1] - On June 17, a significant market correction occurred, with Gongchuang Lawn hitting the daily limit down and Jining Sports dropping by 9.05%, indicating potential short-term speculative risks [1] Group 2 - The "Su Super" trend has shown a "universal" characteristic, benefiting companies from both southern and northern Jiangsu cities, reflecting capital's recognition of balanced regional economic development [2] - Jiangsu Bank, as the title sponsor of "Su Super," reached a historical high of 11.79 yuan per share, with a total market value exceeding 213.6 billion yuan [2] - As of June 17, Jiangsu has 707 listed companies, ranking third in China, with a structural gap in the sports and cultural tourism sectors compared to Guangdong, suggesting new investment opportunities [2] Group 3 - The "Su Super" model may provide insights for Shenzhen to develop its own IP events in the Guangdong-Hong Kong-Macao Greater Bay Area, leveraging low ticket prices and city rivalry narratives [3] - The ongoing "Su Super" effect is prompting a reevaluation of the value boundaries in the sports and cultural tourism industries within the capital market [3]
大厂纷纷申请稳定币牌照
Shen Zhen Shang Bao· 2025-06-17 18:18
Group 1 - The core viewpoint is that major Chinese internet companies are accelerating their efforts to establish stablecoins in response to the upcoming implementation of the stablecoin regulations in Hong Kong [1] - Ant Group and Ant Technology have announced plans to apply for a stablecoin license in Hong Kong, with Ant Technology already having established its global headquarters there and completed a regulatory sandbox trial [1] - Other companies like JD Coin Chain Technology and Yuan Coin Technology have also participated in the "stablecoin issuer sandbox," with JD's stablecoin currently in the second phase of testing [1] Group 2 - In the United States, major retailers like Walmart and Amazon are exploring the possibility of issuing their own stablecoins, alongside discussions from Expedia and various airlines [2] - The stablecoin industry is identified as being in a rapid development phase with high growth potential, although the industry chain is still in its early stages and not fully mature [2] - Analysts suggest that investors optimistic about the stablecoin sector should consider investing in related concept stocks while being mindful of market dynamics and regulatory changes [2]
光明469套安居房接受申购
Shen Zhen Shang Bao· 2025-06-17 03:43
【深圳商报讯】(首席记者 李秀瑜)记者从市住房建设局获悉,伟城贤德瑞府安居型商品房项目启动 配售。此次提供房源469套,均价21950元/平方米,面向深圳市安居型商品房在册轮候人和符合条件的 领军人才配售。 认购结束后,市住房保障署将审核认购申请家庭的认购资格,审核结果将通过深圳市住房和建设局官方 网站公示5个工作日。选房通告及上述的入围名单、候补入围名单、递补名单、选房排位将通过深圳市 住房和建设局官方网站发布。 需要提醒的是,申请家庭在认购截止日后至签订安居型商品房买卖合同前,住房、婚姻、人口、户籍等 情况发生变化的,应如实申报。上述信息发生变化后未及时变更,且不再符合认购资格或住房面积标准 或轮候条件的,将依照《深圳市保障性住房条例》及相关法律、法规、规章予以处理。 本批次住房的配售对象分为两类:一是深圳市安居型商品房在册轮候人。在册轮候人名单可通过登录深 圳市住房和建设局官方网站"住房保障服务"页面查阅。二是符合以下条件的领军人才:在配售通告发布 前经深圳市人力资源和社会保障局认定的领军人才(人才证书在有效期内或人才证书虽不在有效期但期 末评估合格);符合安居型商品房申请条件;在配售通告发布前向主管部 ...
今年“618”头部主播“隐身” 活动启动以来三大电商市值蒸发逾700亿美元
Shen Zhen Shang Bao· 2025-06-16 22:46
记者注意到,即时零售崛起成为今年"618"大促值得关注的新趋势之一,美团闪购、京东外卖等即时零 售平台在"618"期间表现突出,尤其是美团闪购的"30分钟达"模式,吸引了大量年轻消费者。 年轻消费者对即时零售的需求日益增长,但对价格的敏感度却在下降。这意味着平台需要在服务、物 流、用户体验等方面做出更多努力。市场人士认为,头部主播的集体"隐身"与平台股价承压,折射出流 量去中心化与行业竞争加剧的多重挑战。未来,平台将向"内容+社交+电商"闭环、AI技术驱动的新型 生态演进,头部平台需加速转型以应对变局。 (文章来源:深圳商报) 【深圳商报讯】(记者周良成)2025年的"618"大促从5月13日拉开帷幕,成为"史上最长618"。今 年"618"活动期间,头部主播"隐身"成为行业趋势,平台公司股价也出现了调整走势。据记者统计,截 至6月16日,拼多多、阿里巴巴、京东的股价分别较5月13日累计下跌13.58%、13.54%、9.13%,市值合 计蒸发约781亿美元。 今年"618"期间,"去头部主播化"趋势明显。记者梳理发现,头部主播小杨哥基本已消失,李佳琦、董 宇辉、辛巴的直播场次变少,直播机构加快招入更多新人主 ...
这批项目将代表深圳角逐国家科技奖 包括7个深圳市拟提名项目和7个专家拟提名项目
Shen Zhen Shang Bao· 2025-06-16 22:44
Group 1 - Shenzhen's Science and Technology Innovation Bureau has publicly announced 14 projects for the 2025 National Science and Technology Awards, including 7 nominated projects and 7 expert-nominated projects [1][2] - The nominated projects from Shenzhen include significant contributions from various institutions, such as Peking University Shenzhen Graduate School and the Shenzhen Institute of Advanced Technology, focusing on advanced technologies like multi-visual feature interaction learning mechanisms and dual-ion battery devices [1][2] - The 2023 National Science and Technology Awards saw Shenzhen achieving a record high with 25 general projects and 1 individual award, highlighting the city's growing technological innovation capabilities [3] Group 2 - The expert-nominated projects also showcase a range of innovative research, including new principles for secondary batteries and methods for early tumor signal recognition, with several projects proposed for the Natural Science Award [2] - Notable projects nominated for the Technology Invention Award include high-performance imaging technology for resource-constrained remote sensing and key innovations in prefabricated concrete structures for high-rise buildings [2] - The recognition of Shenzhen's projects in the National Science and Technology Awards reflects the city's commitment to advancing scientific research and technological development [3]
以110万千瓦可调能力为电网运行构筑柔性防线 深圳虚拟电厂启动迎峰保电
Shen Zhen Shang Bao· 2025-06-16 22:44
Core Insights - Shenzhen Virtual Power Plant Management Center has officially launched its summer peak electricity protection work, aiming to stabilize the city's power grid amid increasing electricity load [1] - The virtual power plant has a maximum regulation capacity of 1.1 million kilowatts, utilizing distributed resources such as charging piles, air conditioning, electric vehicles, and energy storage for flexible grid support [1] - The center emphasizes the importance of digital technology in optimizing and integrating distributed resources to address supply-demand balance and local overload issues during peak summer [1] Group 1 - The summer air conditioning load accounts for over 40% of the grid's maximum load, significantly contributing to peak-valley differences [1] - Smart energy units, intelligent controllers, and measurement devices have been installed in air conditioning systems across various scenarios, enabling precise control and real-time load prediction using AI algorithms [1] - Shenzhen Hengshishengjing Company is identified as the largest virtual power plant operator in terms of aggregated air conditioning load [1] Group 2 - Shenzhen is developing into a world-class "supercharging city," with plans to establish 1,002 supercharging stations and over 410,000 charging piles by the end of 2024, alongside a growing electric vehicle ownership exceeding one million [2] - The virtual power plant has achieved "intelligent scheduling" of the massive charging pile load, enhancing the efficiency of electric vehicle charging [2] - As one of the first cities in China to implement large-scale vehicle-grid interaction applications, Shenzhen will strengthen organizational guidance for virtual power plants and conduct city-wide emergency drills for vehicle-grid interaction [2]
海天味业H股IPO受热捧 高瓴集团等8家基石投资者认购近47亿港元
Shen Zhen Shang Bao· 2025-06-16 22:43
【深圳商报讯】(记者钟国斌)作为A股调味品行业龙头企业,海天味业近日启动港股全球发售相关工 作,本次发售时间为6月11日至16日,发售价格35港元/股至36.3港元/股,最高募资总额约95.6亿港元, 成为年内港股市场最大规模IPO之一。6月19日,海天味业H股在港交所主板上市。 海天味业赴港上市吸引了众多投资者踊跃参与,其中基石投资者认购金额近47亿港元,认购份额约占总 发售股份的50%。这一数据不仅创下年内基石投资者认购规模的新高,也充分展现出国际资本对中国消 费行业龙头企业的高度认可。 业内人士表示,此次IPO将成为港股2023年以来继宁德时代、美的集团港股IPO后,基石投资者认购规 模第三大的IPO。 公开资料显示,海天味业成立于2000年,前身是1955年佛山25家古酱园合并重组而成的"海天酱油厂"。 按销量计算,截至2024年,海天味业已连续28年蝉联国内最大调味品企业。按2024年收入计算,海天味 业在国内调味品市场中排行首位,在全球调味品市场中排名第五;酱油、蚝油产品销量连续多年位居国 内调味品市场第一。 (文章来源:深圳商报) 2014年,海天味业在A股上市。上市以来,海天味业展现出强劲的增 ...
退税便利化激活消费新引擎 深圳今年一季度退税业务办理量和商品销售额分别增长3.7倍和1.5倍
Shen Zhen Shang Bao· 2025-06-16 22:43
深圳离境退税火热升级中,购物直接可以打折退税了。记者从深圳市财政局获悉,离境退税"即买即 退"与"一单一包"的便利化模式,正悄然重塑境外旅客的跨境消费体验:购物当场退税约9%,海关验核 5分钟通关。数据显示,今年一季度,退税规模大幅增长,退税业务办理2945笔,商品销售额1.83亿 元,同比分别增长3.7倍、1.5倍。 政策红利:真金白银的"消费礼包" 深圳的离境退税改革,核心动能在于"一单一包"便利化模式这一独创性解决方案。 流程优化,效率倍增。购物时,商店使用标准化密封袋将商品与对应的退税申请单封装一体;旅客离境 时,海关仅需核对密封包完好无损及单据信息,验核时间从平均10分钟压缩至5分钟,通关效率翻倍。 该流程被央视《新闻联播》报道,在商务部全国离境退税工作推进会上作经验分享,其创新价值获得高 度认可。 据了解,"一单一包"便利化模式,特别适配以深圳优质电子产品为代表的"国货潮品"。目前,金光华广 场、深圳湾万象城、深圳万象城作为首批试点,大疆无人机、华为终端、歌力思与玛丝菲尔服饰等品牌 广受欢迎。数据显示,"国货潮品"业务量已占该模式业务总量的60.4%。对于密封包破损的担忧,政策 亦有周全考量:密封 ...
二代接班!中天科技实控人变更,薛济萍、薛驰父子完成65%股权零对价转让
Shen Zhen Shang Bao· 2025-06-16 14:31
Core Viewpoint - Jiangsu Zhongtian Technology Co., Ltd. announced a significant change in its controlling shareholder, with Xue Jiping transferring 65% of the shares of Zhongtian Technology Group to his son Xue Chi for a nominal price of 0 yuan, effective June 16, 2025. This transfer is part of a family asset arrangement and does not affect the company's controlling shareholder status [1][2]. Group 1: Shareholder Changes - Xue Jiping, the former actual controller, has transferred his 65% stake in Zhongtian Technology Group to Xue Chi, who will become the new actual controller [1][2]. - The transfer does not trigger any mandatory tender offer obligations and does not change the shareholding structure of the listed company, which remains controlled by Zhongtian Technology Group [2]. Group 2: Management Background - Xue Jiping founded Nantong Zhongnan Special Cable Factory in 1992 and has held various leadership roles, including Chairman and General Manager of Jiangsu Zhongtian Technology Co., Ltd. from 1999 to 2013 and Chairman until June 2025 [2]. - Xue Chi, the new actual controller, holds a Master's degree in Business Administration and has extensive experience in the company, having served in various managerial positions since 2005 [3]. Group 3: Recent Business Developments - On the same day, the company announced it has received multiple bidding notifications and contracts for various communication and power projects, including significant contracts with China Mobile and State Grid Corporation [3]. - The total value of these projects is approximately 3.617 billion yuan, representing 7.53% of the company's audited revenue for the fiscal year 2024 [3]. Group 4: Financial Performance - In the first quarter of 2025, the company reported revenues of 9.756 billion yuan and a net profit attributable to shareholders of 628 million yuan [4].
没钱!众泰汽车今年未能进行整车生产,若不能复产或面临退市风险
Shen Zhen Shang Bao· 2025-06-16 13:32
Core Viewpoint - The company is facing significant operational challenges due to a lack of funding, resulting in no vehicle production this year and only 14 units shipped to Algeria [1][3]. Group 1: Financial Performance - As of December 31, 2024, the company's net assets were reported at 234 million yuan, a decrease of 1.001 billion yuan year-on-year, representing an 80.98% decline, primarily due to a net profit loss of 1 billion yuan [4]. - By the end of Q1 2025, net assets further declined to 131 million yuan, down 1.03 billion yuan from the previous year, marking a 43.88% drop, attributed to a loss of 1.03 billion yuan in the first quarter [4]. Group 2: Operational Challenges - The company has not resumed production due to insufficient operational funds, with no new vehicle manufacturing activities this year [1][3]. - The primary issue identified is the lack of startup capital necessary for operations, with efforts ongoing to negotiate the release of judicial freezes on accounts held by a major shareholder [3]. Group 3: Market Development - The company is actively pursuing international market opportunities, including Algeria, Egypt, and several other countries, to establish a customer base and distribution network for the T300 fuel version model [2]. - A total of 30 sample vehicle orders for Algeria have been fully paid, with 14 units already shipped this year, and a bulk order of 1,200 units has been signed with deposits received [2]. Group 4: Strategic Initiatives - The company is focusing on resuming production at its Chongqing base, pending resolution of funding issues, and is also negotiating with local government regarding historical debt [2]. - Efforts are being made to streamline the supply chain and reduce costs for component procurement to ensure timely production and delivery of the T300 vehicles [2].