因拖欠A股公司埃夫特合同剩余价款，哪吒汽车母公司合众新能源及其分公司合众新能源宜春分公司在 2024年11月被埃夫特提起诉讼。时隔6个月，诉讼有了新进展。 5月7日晚，埃夫特公告称，经江西省宜春市袁州区人民法院主持调解及确认， 公司与合众新能源宜春 分公司、合众新能源就剩余合同款项支付的相关事宜达成合意，合众新能源等将分期支付4915.09万元 。 图片来源：埃夫特公告 记者注意到，去年哪吒汽车母公司合众新能源，因合同纠纷逾期未支付款项，被福石控股、东风科技等 多家A股公司起诉至法院。受资金短缺影响，合众新能源及其法定代表人方运舟股权也持续被法院冻 结。 针对合众新能源欠款一事，5月8日，记者采访了福石控股，相关负责人表示："目前还在诉讼中，还没 有结果。" 将分期支付合同款 埃夫特公告中提供的法院《民事调解书》显示，原告埃夫特与被告合众新能源宜春分公司、合众新能源 双方一致确认，被告合众新能源宜春分公司、合众新能源尚欠埃夫特设备款4915.09万元，被告同意自 2025年6月至2025年11月（共计6个月），于每月30日之前向埃夫特支付819.18万元，埃夫特自愿放弃其 他诉讼请求。 如被告合众新能源宜春分 ...

Core Viewpoint - The A-share market showed weakness with major indices declining, while dividend stocks, particularly in the banking and power sectors, performed strongly, indicating a shift towards defensive investments in uncertain market conditions [1][2][8]. Group 1: Dividend Assets Performance - Dividend assets, particularly in the banking sector, have regained attention as a stabilizing force in the market, with China Construction Bank and Jiangsu Bank reaching new historical highs [2][3]. - The performance of high-dividend stocks has been relatively stable, supported by external factors and the recent disclosure of annual and quarterly reports, which enhance the certainty of earnings in these sectors [8]. - Analysts suggest that investors should focus on high-dividend assets with strong fundamentals and lower internal crowding, especially in light of ongoing external disturbances [8]. Group 2: Innovation Drug Sector - The innovation drug sector showed initial strength, with stocks like Shuyou Shen rising over 15% at one point, reflecting positive market sentiment [9][10]. - Analysts believe that the pharmaceutical industry is poised for valuation recovery by 2025, driven by policy support, improved market recognition, and advancements in research and development [12]. - Investment opportunities are recommended in the innovation drug supply chain, high-end medical devices, and medical consumption terminals, particularly in companies with strong innovation capabilities and rich product pipelines [12]. Group 3: Semiconductor Sector - The semiconductor sector experienced significant declines, with leading companies like Huahong Semiconductor and SMIC seeing drops of 10.58% and 4.37%, respectively, negatively impacting overall market sentiment [13][15]. - Despite the traditional off-season in Q1, the semiconductor industry reported revenue and profit growth, indicating resilience due to demand for computing chips and advancements in self-sufficiency across various segments [16][17]. - Analysts maintain an overweight rating on the semiconductor sector, highlighting the clear trends of AI integration and self-sufficiency as key growth drivers [17].

5月9日，阿里巴巴集团CEO吴泳铭在内网论坛发帖， 呼吁阿里人回归初心，重新创业 。 吴泳铭称， 阿里的基因里没有"守成"，只有"创造" 。AI科技革命带来的风险与机遇并存， 阿里必须放 下过去的成绩 ，以创业者的心态，开启全新征程。 吴泳铭坦承改变需要勇气，但是"阿里历史上颠覆性的创新，恰恰都是打破常规，选择了艰难且少有人 走的路"。 而低调多年的阿里巴巴创始人马云，2025年以来频繁现身阿里园区及重要会议。2月11日，阿里巴巴创 始人马云高调现身阿里园区，特意到访了夸克和闲鱼两部门。4月10日，马云出席阿里云新财年启动会 并发表演讲。他表示，未来不是让AI取代人类，而是应该让AI解放人类，更懂人类，服务好人类。 作为阿里灵魂人物，马云的每次露面和发言都吸引着外界的关注。当前马云频频现身阿里，也被市场解 读为阿里全面变革、拥抱AI时代的开始。 附：吴泳铭内网帖《回归初心 重新创业》全文 记者梳理发现，吴泳铭是阿里巴巴集团第四任CEO， 在第21个510阿里日前发布该文，旗帜鲜明地展现 出 "阿里重新创业" 的决心 。 过去两年，阿里不断主动变革。 2023年3月，阿里巴巴宣布实施"1+6+N"的组织架构调整 ...

Group 1 - The core viewpoint of the article highlights the recent divorce of the controlling shareholders of Zhu Cheng Technology, Zhang Jianchun and Shi Lefen, and the subsequent stock transfer arrangement, which does not affect the company's control structure [1][4]. - As of May 8, the stock price of Zhu Cheng Technology was 43.49 yuan per share, with a total market capitalization of 5.949 billion yuan [1]. - Zhu Cheng Technology, founded in 1994, is a service provider for the full supply chain system solutions in the connector industry, focusing on providing wiring harness connector solutions for the global home appliance and automotive manufacturing sectors [4]. Group 2 - In 2024, Zhu Cheng Technology reported a revenue of 1.603 billion yuan, representing a year-on-year growth of 31.77%, and a net profit attributable to shareholders of 186 million yuan, reflecting a year-on-year increase of 26.38% [4]. - Zhang Jianchun serves as the chairman and general manager of Zhu Cheng Technology, with a pre-tax salary of 933,600 yuan for 2024, while Shi Lefen holds the position of director with a pre-tax salary of 463,900 yuan for the same year [4].

Core Viewpoint - Bill Gates announced that over the next 20 years, he will donate nearly all of his wealth through the Gates Foundation to save and improve lives globally, with an expected charitable expenditure exceeding $200 billion by December 31, 2045 [1][4]. Group 1: Foundation Overview - The Gates Foundation, originally named the Bill and Melinda Gates Foundation, was co-founded by Bill Gates and his ex-wife Melinda in 2000 and is one of the largest charitable organizations globally [3]. - The foundation has already donated over $100 billion, significantly aided by Warren Buffett's contributions [4]. - The foundation will permanently close by the end of 2045, as stated by Bill Gates [3]. Group 2: Future Plans and Goals - Bill Gates plans to accelerate donations over the next 20 years, with the total expected to exceed $200 billion, influenced by market conditions and inflation [1][4]. - The foundation's future funding will focus on three main goals: eliminating preventable maternal, child, and infant deaths; ensuring the next generation grows up in a world free of deadly infectious diseases; and helping millions escape poverty [7]. Group 3: Influences and Philosophies - Bill Gates cites Warren Buffett as a significant influence on his philanthropic approach, describing him as the "ultimate example of generosity" [9]. - The philosophy of giving back to society is rooted in historical perspectives, such as those from Andrew Carnegie, who emphasized the responsibility of the wealthy to contribute to societal welfare [9].

Group 1 - The core viewpoint of the article is the announcement of Geely's significant plan to privatize its electric vehicle brand, Zeekr, indicating a strategic shift in the company's focus towards enhancing its core business operations [4] Group 2 - The article discusses the implications of interest rate cuts on the automotive industry, suggesting that lower borrowing costs may stimulate consumer demand for vehicles [4] - It highlights the competitive landscape in the electric vehicle market, emphasizing the need for companies to innovate and adapt to changing consumer preferences [4] - The article also mentions the financial performance of Geely, noting recent revenue figures and growth percentages that reflect the company's market position [4]

Market Performance - The majority of European and American stock markets closed higher, with the Nasdaq rising over 1% [1][2] - The three major U.S. stock indices all closed up, with the Dow Jones increasing by 0.62%, the S&P 500 by 0.58%, and the Nasdaq by 1.07% [3] - The "Tech Seven" in the U.S. stock market collectively rose, with the index increasing by 1.08%. Tesla saw a rise of 3.11%, while Google and Amazon increased by nearly 2% [5][6] Chinese Stocks - Most Chinese stocks listed in the U.S. also saw gains, with the Nasdaq Golden Dragon China Index rising by 0.97% and the Chinese Tech Leaders Index increasing by 2.19% [7] - Notable performers included Bitdeer, which surged over 19%, and Pony.ai, which rose over 13% [7] Commodity Prices - Gold prices fell, with London spot gold and COMEX gold futures dropping by 1.74% and 2.4%, respectively, both breaking below $3300 per ounce [9] - In contrast, international oil prices rebounded significantly, with WTI and Brent crude oil futures rising by 3.81% and 3.27%, respectively, both returning above $60 per barrel [9][10]

今日导读 1. 国家发展改革委表示，今年将在交通运输、能源、水利、新型基础设施、城市基础设施等 重点领域，推出总投资规模约3万亿元的优质项目。 2. 5月8日晚间，中国船舶公告，拟向中国重工全体换股股东发行A股股票的方式换股吸收合 并中国重工。中国船舶为吸收合并方，中国重工为被吸收合并方。 5月8日，公司收到上交所 出具的《关于受理中国船舶工业股份有限公司发行股份购买资产申请的通知》。上交所决定予 以受理并依法进行审核。 3. 天眼查APP显示，近日，千寻智能（杭州）科技有限公司发生工商变更，新增华为旗下深 圳哈勃科技投资合伙企业（有限合伙）等为股东。公开资料显示，千寻智能是一家具身智能与 通用人形机器人技术研发商。 市场热点 1、 上金所发布 《关于持续加强市场防范风险工作的通知》 指出，近期国际市场贵金属价格波动较 大，不确定因素依然较多，为防范市场剧烈波动可能带来的市场风险，请各会员单位做好风险应急预 案，维护市场平稳运行，并及时采取相应风控措施，提示投资者做好风险防范工作，合理控制仓位， 理性投资，切实保障投资者合法权益。 2、 近日，广期所发布 《关于调整套期保值交易手续费减收执行方式的通知》 ，自 ...

今天（5月8日）上午，国新办就民营经济促进法有关情况举行新闻发布会。 国家发展改革委副主任郑备在会上表示，支持民营企业积极参与"两重"建设和"两新"工作， 正在加快 完善民营企业参与国家重大项目建设的长效机制 ，已经在核电、铁路等领域推出了一批重大项目。目 前有的核电项目中民间资本的参股比例达到20%。在工业设备更新、回收循环利用领域，支持民营企业 的资金占比超过80%。 郑备介绍，今年还将在交通运输、能源、水利、新型基础设施、城市基础设施等重点领域， 推出总投 资规模约3万亿元的优质项目 。 来源：央视新闻客户端 涨幅全行业第一！多股"20cm"涨停 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 于东来刘强东联手！ ...

创立于2013年的沪上阿姨，以加盟模式快速扩张，截至2024年底，门店总数已超9000家，超半数门店位 于三线及以下城市。 2022年至2024年，沪上阿姨加盟相关收入从20.72亿元增长至31.69亿元，占总收入的比例从94.3%提升 至96.5%。截至2024年12月31日，沪上阿姨9176间门店中，有9152间由加盟商经营。 2024年沪上阿姨商品交易总额（GMV）为107.36亿元；同比增长10.3%，但平均单店GMV同比下降 12.1%至137万元，平均单店每日GMV下滑至3753元。 5月8日，茶饮新股 沪上阿姨在港交所主板挂牌上市 ，早盘以190.6港元/股开盘，最高涨至197.6港元/ 股，较招股价大涨74.68%。截至午间收盘，沪上阿姨报172.8港元/股，涨幅为52.76%。 沪上阿姨香港公开发售最终发售股份数量（经重新分配后调整）为120.57万股，国际发售的最终发售股 份数量（经重新分配后调整）为120.57万股；最终发售价为每股113.12港元，全球发售净筹资约1.95亿 港元。 沪上阿姨招股书显示， 2024年沪上阿姨实现营业收入32.85亿元，同比下降1.9%；实现净利润3.29 ...