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新财富·董秘特辑 | 常阳:与价值同行,建立在「专注」和「专业」之上的前瞻资本策略
新财富· 2025-05-09 09:12
Core Viewpoint - The article highlights the significance of the "Golden Secretary" award in the Chinese capital market, emphasizing the role of outstanding secretaries in enhancing corporate governance and investor relations, thus contributing to the high-quality development of the market [1]. Group 1: Capital Strategy and Operations - Chang Yang, the Secretary of the Board at Jinko Power Technology Co., Ltd., has played a crucial role in the company's capital market operations and compliance system since joining in 2021, focusing on "concentration" and "professionalism" as key strategies to navigate industry uncertainties [3][4]. - Under Chang's leadership, Jinko Power successfully issued a 500 million yuan green corporate bond in May 2022, marking a significant milestone in the capital market and showcasing its demonstration effect within the industry [4]. - Chang's strategic timing in capital operations, such as the 3 billion yuan private placement approved by the CSRC at the end of 2022, allowed the company to raise funds effectively during a challenging market environment, enhancing its shareholder structure and market image [6]. Group 2: Financial Performance - In 2023, Jinko Power reported a revenue of 4.37 billion yuan, a year-on-year increase of 36.72%, and a net profit attributable to shareholders of 383 million yuan, reflecting a substantial growth of 77.05% [6]. Group 3: Corporate Governance and Compliance - Chang Yang positions himself as a "value transmitter with rigor," emphasizing compliance as a core responsibility of the Secretary of the Board, ensuring the company's operational management is safeguarded through professional oversight [8]. - The company aims to create a transparent and well-structured governance framework, focusing on clear asset management and effective communication with various stakeholders, including regulators and investors [9]. Group 4: Strategic Choices and Diversification - Jinko Power is transitioning towards a light asset operation model while diversifying its business layout, focusing on green electricity operations and leveraging its project development resources [11][13]. - The company has successfully established a healthy turnover model for its assets, enhancing its resilience against market fluctuations and positioning itself for future growth opportunities in various renewable energy applications [13][14].
新财富·董秘特辑 | 孙凯:与优秀平台共同成长,永远在路上
新财富· 2025-05-09 06:41
Core Viewpoint - The article emphasizes the importance of the role of the company secretary in enhancing corporate governance, investor relations, and brand value, which are crucial for the high-quality development of China's capital market [1][3][12]. Group 1: Company Overview - Jiao Cheng Ultrasonic is a technology-driven company specializing in ultrasonic technology, focusing on high-end equipment for applications in industries such as new energy, semiconductors, and healthcare [5][6]. - The company became the first A-share listed company in the domestic power ultrasonic field on the Shanghai Stock Exchange's Sci-Tech Innovation Board in September 2022, significantly increasing market attention towards ultrasonic technology [5][6]. Group 2: Role of the Company Secretary - The company secretary, Sun Kai, has played a pivotal role in the company's transformation from a non-listed to a listed entity, overseeing compliance, information disclosure, and investor relations management [3][9]. - Sun Kai believes that the company secretary must act as a strategic hub, linking the real economy with capital markets, and must possess a deep understanding of both industry and capital [3][6][10]. Group 3: Investor Relations Management - Effective investor relations management is crucial, and the company secretary actively communicates with investors to convey the company's history, performance, and future strategies [5][12]. - The company secretary translates complex technical and financial information into understandable language for investors, enhancing their confidence in the company's prospects [6][10][12]. Group 4: Future Outlook - The company aims to continue its commitment to high-quality development and innovation, enhancing its internal growth momentum to create greater value for shareholders and society [12][13]. - The company secretary plans to further improve professional capabilities and maintain positive interactions with the capital market and investors, positioning the company as a trusted long-term partner [12][13].
39893名投顾参评,创历届新高!第八届新财富最佳投资顾问评选鸣锣开跑
新财富· 2025-05-09 06:41
Core Viewpoint - The eighth New Fortune Best Investment Advisor Selection has attracted a record number of participants, with 39,893 qualified advisors from 90 securities firms, marking a significant increase in engagement within the industry [1][3]. Group 1: Participation Statistics - A total of 40,350 professionals registered for the competition, with 39,893 meeting the eligibility criteria, setting a new record for participation [1]. - Eleven securities firms had over 1,000 advisors participating, with GF Securities leading at 4,385 participants, followed by China Galaxy Securities and CITIC Securities with 3,860 and 3,477 respectively [3][5]. - The top 10 firms accounted for 25,913 participants, representing 65% of the total [3][5]. Group 2: Regional Distribution - Participants came from 31 regions across China, with Guangdong, Shanghai, Shandong, Zhejiang, and Beijing contributing the highest numbers, totaling 6,192, 2,942, 2,608, 2,537, and 2,401 respectively, which together account for 41.81% of the total [14]. - The advisors were distributed across 325 cities, with the top 20 cities contributing 19,848 participants, or 49.75% of the total [14]. Group 3: Evaluation Phases - The evaluation process consists of two main phases: the first phase, "Investment Management Capability Evaluation," runs from May 1 to October 31, 2025, focusing on stock trading and ETF groups [16][17]. - The second phase, "Service Capability Evaluation," will commence in November, with final results to be announced by the end of December 2025 [17]. Group 4: Technological Integration - The competition will utilize the Go-Goal platform, which includes an AI-driven tool called "Xiao Er Q&A" to assist advisors in their investment strategies, particularly in ETF selection and configuration [19]. - The focus on ETFs has increased due to the removal of the public fund allocation group, indicating a shift in investment strategies within the advisory community [19].
新财富 · 董秘特辑 | 庄晓茹:赋能方大炭素持续前行的关键力量
新财富· 2025-05-08 07:29
Core Viewpoint - The article highlights the significance of the New Fortune Gold Medal Secretary selection in the Chinese capital market, emphasizing the role of outstanding secretaries in enhancing corporate governance and investor relations, thus contributing to high-quality market development [1]. Group 1: Company Overview - Fangda Carbon has emerged as a leading enterprise in the global carbon industry, with its products exported to over 60 countries and regions across five continents [3]. - The company has experienced rapid growth since its restructuring in 2006, establishing a strong foothold in the global market [3]. Group 2: Key Personnel - Ms. Zhuang Xiaoru joined Fangda Carbon as the Board Secretary in July 2022, bringing a wealth of experience from her previous role at the controlling shareholder, Liaoning Fangda Group, where she accumulated over ten years of expertise in corporate operations, investment analysis, and strategic planning [3][5]. - Ms. Zhuang holds a master's degree in economics from Peking University and is a national second-level psychological counselor, which enhances her communication skills and insight into investor relations [3]. Group 3: Technological Innovation - Technological innovation is a core driving force for Fangda Carbon, with significant breakthroughs in high-end carbon materials, such as the self-developed "Ultra High Power Φ750mm Graphite Electrode," which has broken foreign monopolies [5]. - Ms. Zhuang has actively worked on translating these technological achievements into market value, effectively communicating their importance to investors [5]. Group 4: Capital Operations - Under Ms. Zhuang's leadership, Fangda Carbon successfully issued GDRs and listed on the Swiss Stock Exchange, becoming the first A+G listed company in the western region [7]. - She also led the successful listing of the subsidiary Chengdu Carbon Materials on the New Third Board, enhancing the company's financing channels and overall competitiveness [7]. Group 5: Communication and Recognition - Ms. Zhuang has established an efficient and transparent communication mechanism, ensuring investors receive timely and accurate information about the company's operations and financial performance [9]. - Fangda Carbon has received multiple accolades, including the "2024 Future Materials Industry Star Listed Company," and Ms. Zhuang was awarded "Gold Medal Secretary" and "Most Popular Secretary among Individual Investors" in the 20th New Fortune Gold Medal Secretary selection [9]. Group 6: Strategic Collaborations - On March 22, 2025, Fangda Carbon signed a strategic cooperation agreement with Jingtai Technology, with Ms. Zhuang playing a crucial role in facilitating the collaboration [10]. Group 7: Conclusion - The achievements of Fangda Carbon in the global carbon industry are attributed to long-term accumulation and continuous efforts, with Ms. Zhuang's expertise significantly contributing to the company's cultural dissemination, technological promotion, and capital market engagement [12].
流水的AI助手,铁打的豆包
新财富· 2025-05-07 07:38
之所以产品的减法远比做加法更难,是因为它要求设计者能够极其精准地定位到用户需求和反感的 点,这种精准定位有时候甚至需要在用户自己都没意识之前完成,最终才能实现四两拨千斤的效果。 删减并不是降低产品内在性能,而是用"做减法"把用户获取核心体验的门槛降到最低。 本文约 4000 字,推荐阅读时长 20 分钟,欢迎关注新财富公众号。 在DeepSeek发布R1后,中国AI应用竞争格局迎来了大洗牌。当在DS掀起巨大流量红利的时候,去年 风头正盛的豆包却选择隐入尘埃。当DeepSeek带来的推理模型关注度逐渐回落后,豆包依旧高居iOS 免费榜、用户活跃度前二的位置。4月17日,豆包正式发布文字推理模型和图片推理模型1.5-thinking- pro;4月28日灰度上线对标4o生图功能你的豆包创意Agent1.0。 从产品设计的角度,豆包之所以在重重围剿中取得阶段性成功,与字节一脉相承的"减法"产品设计理 念有着深刻的联系。 1 做加法很容易,做减法很难 在3月底的中关村AI未来论坛上,知名投资人朱啸虎提出自己对AI应用市场的看法:AI应用真正的壁 垒在于产品,在于理解用户的需求,而不在于基础大模型的研究。 他引用了 R ...
新财富·董秘特辑 | 唐梦华:做好公司的“翻译者”,努力把公司价值讲给世界听
新财富· 2025-05-07 07:38
Core Viewpoint - The article highlights the significance of the New Fortune Gold Medal Secretary selection in the Chinese capital market, emphasizing the role of outstanding secretaries in enhancing corporate governance and investor relations, thus contributing to high-quality market development [1]. Company Overview - Jinbo Biological was established in 2008 and is headquartered in Taiyuan, Shanxi. It is recognized as a national-level specialized and innovative "little giant" enterprise and a key player in the synthetic biology industry chain in Shanxi Province. The company focuses on the research and industrialization of recombinant humanized collagen [5]. Key Achievements - Jinbo Biological became the first A-share listed company in China centered on "recombinant humanized collagen" after successfully completing its listing on July 20, 2023, on the Beijing Stock Exchange. This milestone serves as a model for the industrialization of original achievements by small and medium-sized enterprises in China [3]. - The company has received multiple approvals for innovative medical devices, including the first medical device product in China using new biological materials, and has established itself as a leader in the production of implant-grade medical devices globally [6][7]. Technological Breakthroughs - Jinbo Biological has achieved three core technological breakthroughs: 1. Safety breakthrough with a protein amino acid sequence highly consistent with natural collagen, showing strong biocompatibility and no immunogenic issues in over 2 million clinical applications [8]. 2. Effectiveness breakthrough with a clear 164.88° flexible triple helix structure, recognized by the international protein database [8]. 3. Application scenario breakthrough with high cell adhesion surpassing natural collagen, demonstrating excellent tissue repair characteristics across various fields [8]. Innovation Strategy - The company adheres to an "original innovation" strategy, having established six major technology platforms and multiple joint research platforms with prestigious institutions, covering the entire chain from basic research to clinical transformation and industrial implementation [9]. Role of the Secretary - The role of the board secretary is crucial in bridging the company and the capital market, requiring solid financial and legal knowledge, as well as excellent communication and coordination skills. The secretary's responsibilities include ensuring compliance, enhancing communication with regulatory bodies, investors, and media, and fostering a transparent public relations environment [14].
新财富 · 董秘特辑 | 胡之奎:大陆首批董秘,见证1.0到4.0的变迁
新财富· 2025-05-06 07:58
新财富六届金牌董秘胡之奎 胡之奎,1965年5月生,上海科技大学材料科学与工程系工学士、上海交通大学社会科学与工程系法 学士,上海交通大学管理学院工商管理硕士,高级经济师。 1992年,胡之奎正式踏入资本市场的浪潮。1996年5月,他参加了上海证券交易所组织的国内首批董 事会秘书培训,并顺利取得专业资格证书。他先后在"老八股"之一的上海真空电子器件股份有限公司 (600602)与上海华鑫股份有限公司(600621)担任董事会秘书,在实战中不断打磨自己。 历经二十一载岁月沉淀,新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选,不仅见证 了中国资本市场蓬勃发展的壮阔征程,更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力,持续优化上市公司治理、深化投资者关系管理,已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际,诚邀历届金牌董秘,分享企业战略、发展历程与职业经验,以实战洞见 解构资本风云,共探行业发展逻辑。 0 1 多年深耕,胡之奎积累了深厚的业务理论功底与丰富的实践经验,其卓越表现更是得到业界广泛认 可。他六度摘得新财 ...
厦门银行2024年分红率升至31.53% 拟开展2025年中期分红持续回报投资者
新财富· 2025-04-30 08:35
0 2 4 月29日,厦门银行(601187.SH)发布2024年度业绩报告。2024年,该行凭借清晰的战略定位、扎 实的风控体系,实现稳健经营和发展。数据显示,2024年,该行实现营业收入57.59亿元,同比增长 2.79%;非利息净收入17.54亿元,同比增长37.45%,营收结构持续优化;利润总额27.35亿元,同比 增长3.54%。 在规模指标上,截至2024年末,该行资产总额达到4077.95亿元,较上年末增长4.39%,规模实现稳健 增长;总负债3754.26亿元,较上年末增长4.24%,贷款及垫款总额2,054.55亿元,吸收存款总额 2141.56亿元,较上年末增长3.17%。 多年来,厦门银行资产质量持续保持较好水平,不良率和拨备覆盖率在上市银行中排名前列。截至 2024年末,该行不良贷款率持续优化至0.74%,较上年末下降0.02个百分点,对公贷款的不良率为 0.51%,较年初下降0.58个百分点。该行不断完善风险管理体系,加强不良资产管控能力,筑牢稳健 发展根基。截至2024年末,该行拨备覆盖率达391.95%,风险抵补能力保持充足水平。 0 1 分红率 31.53%创新高,拟实施202 ...
【重磅】第二十一届新财富金牌董秘&第八届新财富最佳IR港股公司获奖名单揭晓!
新财富· 2025-04-29 13:57
下新财富金 八届新财富最佳IR港股公 评选结果 | 排序 | 证券代码 | 证券简称 | 董秘姓名 | | --- | --- | --- | --- | | 1 | 002600 | 领益智造 | 郭瑞 | | 2 | 300693 | 盛弘股份 | 胡天舜 | | 3 | 002518 | 科士达 | 范涛 | | 4 | 002466 | 天齐锂业 | 张文宇 | | 5 | 600516 | 方大炭素 | 庄際茹 | | 6 | 002599 | 盛運股份 | 肖薇 | | 7 | 301021 | 英诺激光 | 张勇 | | 8 | 603612 | 索通发展 | 袁钢 | | 0 | 300545 | 联得装备 | 刘雨晴 | | 10 | 000960 | 辑小略份 | 橘佳性 | | 11 | 002335 | 科华数据 | 林靜 | | --- | --- | --- | --- | | 12 | 002902 | 铭普光磁 | 王妃娜 | | 13 | 002973 | 保银股份 | 李睿希 | | 14 | 301327 | や宝新能 | 王秋蓉 | | 15 | 001696 | 宗申 ...
关税战下的医药政策:全球最大的创新药市场正在剧变
新财富· 2025-04-28 07:31
本文约 2 5 0 0 字,推荐阅读时长 1 5 分钟,欢迎关注新财富公众号。 1 引言 4月14日,美国商务部宣布启动对进口药品的国家安全调查。这一调查覆盖了所有进口药品,包括成 品仿制药、原研药以及用于生产这些药品的关键药用成分。此举属于特朗普政府根据1962年《贸易扩 展法》第232条对多个行业进行的关税调查的一部分。虽然调查尚未结束,预计结果将在270天内公 布,但业内普遍认为,这将赋予特朗普政府对进口药品和原料药征收关税的权力。特别是对中国等主 要药品出口国的影响,可能会带来严重的供应链中断及成本上升。 事实上,美国每年从中国进口药品总额约60亿美元,其中大量为抗生素、抗病毒及心血管药物等基础 药物。一旦关税进一步扩大实施,这些进口药品的成本预计将明显上升,对美国本土药品生产商带来 直接冲击。为应对这种风险,特朗普政府提出多项措施推动产业本土化。 分析师预计,如果对来自中国的API征收10%的关税,仿制药企业的利润将下跌2%-3%,创新药利润 下跌可能更严重。 2 美国关税筑墙, 中概股 跌宕 自2025年特朗普重新执政以来,美国政府出台了一系列针对生物医药产业的重要政策,核心目标是强 化美国医药产 ...