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2025中国文化旅游产业博览会明日启幕 十大看点引领文旅融合新潮流
Chang Jiang Shang Bao· 2025-09-11 00:07
湖北展区所在的A4馆,将集中展现荆楚文旅风采。武汉馆的《星汉耀江城》人机共舞大秀以机械矩阵 与舞者互动呈现科技之美;鄂州展区古典舞《铜镜乐舞》、天门茶艺与古筝表演、襄阳《霓裳羽衣舞》 与三顾茅庐情景剧、潜江花鼓戏与皮影戏等,让观众沉浸在"楚风汉韵"的魅力中。黄冈展区带来的黄梅 戏、岳家拳、活字印刷术与艾灸疗法,更展现传统文化的传承与创新。 六大展馆内,丰富多彩的互动体验活动将科技与文化深度融合。A1馆国潮文创展区汇聚五大顶流博物 馆、13家城市精品文创以及多家非遗机构,800余款爆款文创产品现货亮相,从国博凤冠冰箱贴到甘 肃"绿马"盲盒,应有尽有。同时,非遗簪花、大漆手作等传统技艺与现代设计相结合,打造现场版"文 创盲盒"。 A2、A3馆聚焦各地非遗民俗与数字化互动。福建、重庆展区带来美食与非遗展示,内蒙古展区则有乌 兰牧骑演出和羊皮画《草原图腾·一鹿平安》。在天津展区,市民可坐上VR互动游船设备,戴上头盔化 身海河"船长",沉浸式体验"津河元梦"。上海、宁夏、浙江等展区则展示AR、VR交互式体验与数智文 旅新玩法。 2025中国文化旅游产业博览会将于9月12日至14日在武汉国际博览中心盛大举行。届时,全国3 ...
广西能源9.15亿清仓国海证券聚焦主业 扣非八年半亏7.66亿获注火电资产脱困
Chang Jiang Shang Bao· 2025-09-11 00:05
Core Viewpoint - Guangxi Energy (600310.SH) is implementing an asset swap to focus on its thermal power business, transferring a 3.23% stake in Guohai Securities for a 30% stake in Guoneng Beihai Power Co., Ltd, with respective values of 915 million yuan and 994 million yuan [1][2]. Group 1: Asset Swap Details - The asset swap involves Guangxi Energy transferring its 3.23% stake in Guohai Securities and receiving a 30% stake in Guoneng Beihai, with a cash payment of approximately 79.4 million yuan to Guangxi Energy Group [2][3]. - After the transaction, Guangxi Energy will no longer hold shares in Guohai Securities and will directly hold a 30% stake in Guoneng Beihai, making it a subsidiary [2]. Group 2: Financial Performance and Strategy - Guangxi Energy has reported a cumulative loss of 766 million yuan in net profit excluding non-recurring items since 2017, indicating ongoing financial struggles [1][6]. - The company aims to enhance its main business competitiveness by divesting non-core assets and increasing its equity installed capacity through the acquisition of Guoneng Beihai, which is expected to improve overall performance [1][8]. Group 3: Guoneng Beihai's Performance - Guoneng Beihai is projected to generate 5.144 billion kWh of electricity in 2024, with an expected net profit of 60.37 million yuan, despite facing temporary setbacks in early 2025 [1][7]. - In the first four months of 2025, Guoneng Beihai reported a revenue of 702 million yuan but incurred a loss of 32.83 million yuan due to operational challenges [8].
京山轻机再获锂电龙头10亿订单 持续深化头部合作保持市场领先地位
Chang Jiang Shang Bao· 2025-09-11 00:05
长江商报消息 ●长江商报记者 李璟 公开资料显示,京山轻机成立于1957年,最早以生产纸板的包装机械起家,1998年在深交所正式挂牌上 市,逐渐成长为一家以高端装备为核心业务的集团公司,业务遍及全球。近年来,京山轻机战略聚 焦"光伏设备+包装设备"两大核心主业,不断完善产业链布局和海外市场布局。在两大核心业务之外, 公司也从事锂电池设备以及汽车零部件铸造等其他业务。 公告显示,京山轻机全资子公司三协精密于近日与锂电某龙头企业客户的全资子公司签署了日常采购订 单协议,总金额约为10.05亿元(含税),占公司2024年度经审计营业收入的11.52%,占三协精密2024 年度经审计营业收入的201.45%。合同标的为锂电设备生产线等。 核心客户基础稳固,京山轻机(000821.SZ)年内连斩10亿元大单。 9月9日晚间,京山轻机发布公告称,公司全资子公司惠州市三协精密有限公司(简称"三协精密")与某 锂电龙头企业客户的全资子公司签署日常采购订单协议,总金额约为10.05亿元,合同标的为锂电设备 生产线等。 长江商报记者注意到,2025年2月份三协精密就曾与客户签订一笔10.2亿元订单,同样为锂电设备生产 线。 此外 ...
派林生物浆站数量38个居行业前三 中国生物拟47亿入主巩固龙头地位
Chang Jiang Shang Bao· 2025-09-11 00:05
长江商报消息 派林生物(000403.SZ)的控制权变更取得新进展。 9月9日晚间,派林生物发布公告,公司控股股东共青城胜帮英豪投资合伙企业(有限合伙)(以下简 称"胜帮英豪")拟向中国生物技术股份有限公司(以下简称"中国生物")转让其合计持有的公司21.03% 股份。 上述交易完成之后,中国生物将成为派林生物的控股股东,中国医药集团有限公司(以下简称"国药集 团")将成为派林生物的实际控制人。 长江商报记者注意到,二级市场上,截至9月10日收盘,派林生物股价为17.84元/股。本次股份转让的 总价款约为47亿元,对应每股转让价格约为23.51元,较派林生物二级市场价格溢价31.78%。 作为我国血液制品行业龙头,中国生物此次拿下派林生物控制权,主要是为加强国家重要战略资源的储 备和供应,巩固行业龙头地位。 据了解,通过内生与外延并举,目前派林生物浆站数量合计达到38个,位居行业前三。2024年派林生物 采浆量超1400吨,稳居千吨级血液制品第一梯队。 本次收购完成后,按照2024年采浆量计算,中国生物在我国掌握血浆资源占比将达30%以上,合计拥有 9个血液制品生产牌照。 2025年6月,派林生物宣布,胜帮英 ...
海澜之家拟赴港上市加速“出海” 多元发展半年海外收入增27.42%
Chang Jiang Shang Bao· 2025-09-11 00:05
Core Viewpoint - The company, HLA, is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its capital strength and international brand image while expanding its overseas market presence [2][3]. Group 1: Company Overview - HLA was founded in 1997 in Jiangyin, Jiangsu Province, and went public in 2014 through a reverse merger [3]. - As of June 30, 2025, the company has total assets of 33.422 billion and operates over 7,200 stores globally, with 2,099 direct-operated stores accounting for 29.12% of the total [3]. - The company has been actively pursuing a diversification strategy, launching multiple proprietary brands and expanding its international presence [2][4]. Group 2: Financial Performance - In the first half of 2025, HLA achieved operating revenue of 11.566 billion, a year-on-year increase of 1.73%, while net profit attributable to shareholders was 1.580 billion, a decrease of 3.42% [6]. - The company reported a robust operating cash flow of 2.718 billion in the first half of 2025, reflecting a year-on-year growth of 36.1% [7]. - The overall gross margin for the first half of 2025 reached 46.35%, marking the highest level for the same period since the company went public, with a year-on-year increase of 1.14 percentage points [8]. Group 3: International Expansion - HLA has opened its first overseas store in Kuala Lumpur, Malaysia, in 2017 and has since accelerated its international expansion, with 111 overseas stores as of June 30, 2025, up from 101 at the end of 2024 [4]. - The company generated 206 million in revenue from overseas markets in the first half of 2025, representing a year-on-year growth of 27.42% [4]. - HLA is focusing on a strategy of "rooting in Southeast Asia, radiating to Asia-Pacific, and looking globally," while exploring new markets and channels for expansion [3][4].
华友钴业“减仓”BCM公司获利4.7亿 半年赚27亿投资净收益4.45亿
Chang Jiang Shang Bao· 2025-09-11 00:05
华友钴业的财务压力有缓解趋势。2025年上半年,公司财务费用9.12亿元,同比减少14.80%。 转让BCM公司25%股权赚4.7亿 长江商报消息 应对海外市场风险,华友钴业(603799.SH)"减仓"参股公司LG-HY BCM, Co.,Ltd.(以 下简称"BCM公司")。 9月8日晚间,华友钴业发布公告,拟将所持参股公司BCM公司25%股权转让,交易完成后,持股比降 至24%。 入股BCM公司3年,如今降低对参股公司持股比例,华友钴业一次性获利约4.7亿元。 4.7亿元的收益,对于华友钴业的经营业绩而言,将是锦上添花。 2025年上半年,华友钴业实现营业收入约372亿元,同比增长23.78%;归母净利润约27亿元,同比增长 逾62%。 长江商报记者发现,2020年以来,虽然华友钴业的营收净利偶见波动,但整体是在上升,2024年,公司 归母净利润超过40亿元。 投资净收益对华友钴业的利润有积极影响。2024年及2025年上半年,公司投资净收益分别为13.62亿 元、4.45亿元。 投资三年多,华友钴业审时度势,降低对BCM公司的持股仓位。 截至2025年8月末,上述投资反映在华友钴业的财报上,长期股权投 ...
湖北激活纺织产业增长新路径 食品工业2027年锚定7千亿目标
Chang Jiang Shang Bao· 2025-09-11 00:03
Group 1: Textile Industry Transformation - Hubei Province aims to achieve a textile industry scale of 300 billion yuan by 2027, with a focus on developing a 100 billion yuan textile and apparel industry cluster and a 100 billion yuan e-commerce base [2][3] - The province plans to enhance its textile structure, targeting a chemical fiber production capacity of 1.5 million tons and increasing the local dyeing industry's matching rate to over 55% [2] - Hubei will promote digital transformation in the textile sector, utilizing technologies like VR and AR, and establishing a digital marketing network to connect consumers directly with factories [3][4] Group 2: Food Industry Development - Hubei's food industry is projected to exceed 700 billion yuan in total output value by 2027, with a focus on upgrading the food supply to meet new consumer trends towards health and convenience [5][6] - The province aims to shift from primary processing of agricultural products to deep processing, developing a pre-prepared food model that combines planting, processing, and distribution [6][7] - Hubei will promote the production of functional and high-end food products, targeting a market shift towards health-oriented and personalized food options [7]
中通客车大型车8月销量增61% 海外营收半年涨50%占近七成
Chang Jiang Shang Bao· 2025-09-11 00:01
Core Viewpoint - Zhongtong Bus has achieved significant growth in both performance and sales through continuous expansion into overseas markets, with notable increases in revenue and profit margins [3][4][10]. Sales Performance - In August 2025, Zhongtong Bus sold 1,052 vehicles, a year-on-year increase of 10.5%, while total sales for the first eight months reached 7,904 vehicles, up 2.21% [3][6]. - Large vehicle sales in August reached 666 units, a 61.26% increase year-on-year, while medium and light vehicle sales saw declines [4][6]. - The company reported a total of 4,976 large vehicles sold in the first eight months, reflecting a 7.1% increase [4][6]. Financial Performance - For the first half of 2025, Zhongtong Bus achieved revenue of 3.941 billion yuan, a 43.02% increase year-on-year, and a net profit of 190 million yuan, up 71.61% [4][10]. - Domestic revenue was 1.184 billion yuan, a 29.16% increase, while international revenue reached 2.757 billion yuan, growing by 49.94% [10][11]. - The proportion of international revenue in total revenue rose to 69.96%, an increase of 3.23 percentage points from the previous year [5][11]. Market Strategy - The company is focusing on optimizing its market structure and has made significant strides in exporting new energy buses, which are becoming a key driver of growth [7][9]. - A recent shipment of 250 buses to Burkina Faso marks a significant milestone in Zhongtong's overseas expansion efforts [7][8]. Research and Development - Zhongtong Bus increased its R&D expenditure to 125 million yuan, a 44.68% rise year-on-year, focusing on new product development and advanced technology research [14]. - The company holds 502 valid patents, including 152 invention patents, and has received 22 new patent authorizations in the first half of 2025 [14]. Share Buyback - The company announced a share buyback plan with a total amount not less than 600 million yuan and not exceeding 1.2 billion yuan, with approximately 70 million yuan already spent by the end of August [14][15]. - Since the initiation of the buyback, the company's stock price has increased by approximately 9.3% [16].
中兰环保投5275万募资项目或延期 净利连降三年半孔熊君套现5172万
Chang Jiang Shang Bao· 2025-09-11 00:01
9月9日晚间,中兰环保发布公告称,公司实际控制人孔熊君减持公司股票合计299.95万股,套现约5172 万元。 长江商报消息 ●长江商报记者 黄聪 盈利能力本不理想的中兰环保(300854.SZ),又遇到实际控制人减持套现。 业绩方面,长江商报记者发现,中兰环保净利润已连续下滑三年半时间。 不仅如此,2021年9月,中兰环保上市时的一大募资项目,本计划于2025年10月31日"完工"。然而, 2025年半年报显示,截至上半年末,中兰环保的这一募资项目投资进度仅为38.92%。 一家上市公司财务人员向长江商报记者表示,中兰环保大概率会在近期发布公告,将上述募资项目完工 时间延期。 葛芳不再担任法定代表人 中兰环保是一家专业从事固废污染防治技术研发并应用于污染防治系统构建和运营业务的高新技术企 业,是国内固废污染隔离及生态治理领域标杆企业之一。 资料显示,中兰环保主要从事环保行业固废综合治理,业务板块包括污染隔离系统、生态环境修复、可 再生资源利用和填埋场综合运营等。 当前,中兰环保股东正在频繁减持公司股份。 9月9日晚间,中兰环保发布公告称,公司于近日收到实际控制人孔熊君出具的《关于中兰环保科技股份 有限公司股 ...
工业富联股价狂欢市值重回万亿 苹果英伟达“双链”加持迎来爆发
Chang Jiang Shang Bao· 2025-09-11 00:01
Core Viewpoint - Industrial Fulian's stock surged to its limit due to the launch of Apple's new iPhone models, particularly the iPhone Air, which is touted as the "thinnest iPhone ever" [2][5][6] Stock Performance - On September 10, Industrial Fulian opened at 51.60 CNY per share, reaching a high of 5.76% before hitting the limit up at 9:48 AM, and closing at 53.67 CNY with a total trading volume of 183.1 billion CNY [3][4] - The company's market capitalization increased by 969.17 billion CNY, surpassing 1 trillion CNY again [4] Partnership with Apple - Industrial Fulian has a long-standing and stable partnership with Apple, being a key player in the production of iPhones and AI servers [5][6] - The company has been expanding its workforce to meet the production demands for the iPhone 17 series, indicating a strong operational capacity [5] Research and Development Investment - Industrial Fulian has consistently invested over 10 billion CNY annually in R&D from 2020 to 2024, with specific figures of 100.38 billion CNY, 108.35 billion CNY, 115.88 billion CNY, 108.11 billion CNY, and 106.31 billion CNY [7][8] - In the first half of 2025, R&D investment reached 50.95 billion CNY, reflecting a year-on-year increase of 4.49% [8] Financial Performance - In the first half of 2025, Industrial Fulian reported a revenue of 360.76 billion CNY and a net profit of 121.13 billion CNY, marking a year-on-year growth of 35.58% and 38.61% respectively [9] - The company's AI server revenue in the cloud computing sector is steadily increasing, with overall server revenue growing over 50% and AI server revenue increasing by over 60% in the second quarter [9]