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东兴证券晨报-20260130
Dongxing Securities· 2026-01-30 08:10
东 兴 晨 报 东兴晨报 P1 2026 年 1 月 30 日星期五 经济要闻 1. 美国总统特朗普表示将于 4 月访问中国,中国外交部回应称中美关系稳 定发展,符合两国人民共同利益,但关于具体访问信息,目前没有可以提 供的信息。(资料来源:同花顺) 2. 中国人民银行行长潘功胜会见了高盛集团董事长兼首席执行官苏德巍, 双方就全球经济金融形势、中国宏观经济政策、中美经贸关系等议题进行 了交流。(资料来源:同花顺) 3. 商务部在国新办新闻发布会上表示,2026 年将以服务业为重点,扩大市 场准入和开放领域,有序扩大电信、医疗、教育等领域自主开放,推动试 点项目尽早落地。同时,商务部将启动建设国家数字贸易示范区,制定数 字贸易相关标准,推动服务外包数字化转型,培育壮大数字贸易经营主体。 (资料来源:同花顺) 4. 外交部发言人宣布:应国务院总理李强邀请,英国首相斯塔默将于 1 月 28 日至 31 日对中国进行正式访问。(资料来源:同花顺) 5. 国务院国资委在国新办新闻发布会上发布多项重要举措:正在研究起草 关于推动中央企业培育新兴支柱产业的工作文件,引导中央企业实现从重 大项目投资到国有经济整体布局优化的跨 ...
上海汉钟精机股份有限公司关于子公司浙江 柯茂通过高新技术企业认定的公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2026-01-26 23:30
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 一、基本情况 上海汉钟精机股份有限公司(以下简称"公司")全资子公司浙江柯茂节能环保工程设备有限公司(以下 简称"浙江柯茂")于近日收到浙江省经济和信息化厅、浙江省财政厅、国家税务总局浙江省税务局联合 颁发的《高新技术企业证书》,证书编号为GR202533010275,发证日期为2025年12月19日,有效期三 年。 二、 通过高新技术企业认定对公司的影响 本次系浙江柯茂首次被认定为高新技术企业。根据《中华人民共和国企业所得税法》以及国家对高新技 术企业的相关税收规定,浙江柯茂自通过本次高新技术企业认定当年起连续三年(即2025年至2027 年),可享受国家关于高新技术企业的税收优惠政策,即按15%的税率缴纳企业所得税。 本次浙江柯茂通过高新技术企业认定,预计将会对其经营发展产生积极影响,但不会影响公司2025年度 经营业绩。 证券代码:002158 证券简称:汉钟精机 公告编号:2026-001 上海汉钟精机股份有限公司关于子公司浙江 柯茂通过高新技术企业认定的 ...
汉钟精机:公司产品具备高度的通用性和跨领域应用潜力
Zheng Quan Ri Bao· 2026-01-26 13:16
证券日报网讯 1月26日,汉钟精机在互动平台回答投资者提问时表示,公司主营业务涵盖制冷压缩机、 空气压缩机、真空泵等通用机械设备的制造与销售。其中,制冷压缩机系列产品主要应用于商用中央空 调系统(如工业厂房、商业楼宇、数据中心等)、冷链物流及工业制冷;空气压缩机系列产品则应用于 工程机械、电子电力、化工、纺织、食品、医药等工业制造领域;真空泵系列产品则在光伏、半导体、 锂电、医药、化工、电子等行业具有广泛的应用前景。公司产品具备高度的通用性和跨领域应用潜力, 能够根据客户的具体需求,灵活应用于多样化的终端场景。 (文章来源:证券日报) ...
汉钟精机:子公司浙江柯茂通过高新技术企业认定
Ge Long Hui· 2026-01-26 10:20
本次系浙江柯茂首次被认定为高新技术企业。根据《中华人民共和国企业所得税法》以及国家对高新技 术企业的相关税收规定,浙江柯茂自通过本次高新技术企业认定当年起连续三年(即 2025 年至 2027 年),可享受国家关于高新技术企业的税收优惠政策,即按15%的税率缴纳企业所得税。 格隆汇1月26日丨汉钟精机(002158.SZ)公布,公司全资子公司浙江柯茂于近日收到浙江省经济和信息化 厅、浙江省财政厅、国家税务总局浙江省税务局联合颁发的《高新技术企业证书》,证书编号为 GR202533010275,发证日期为2025年12月19日,有效期三年。 ...
汉钟精机(002158.SZ):子公司浙江柯茂通过高新技术企业认定
Ge Long Hui A P P· 2026-01-26 10:11
格隆汇1月26日丨汉钟精机(002158.SZ)公布,公司全资子公司浙江柯茂于近日收到浙江省经济和信息化 厅、浙江省财政厅、国家税务总局浙江省税务局联合颁发的《高新技术企业证书》,证书编号为 GR202533010275,发证日期为2025年12月19日,有效期三年。 本次系浙江柯茂首次被认定为高新技术企业。根据《中华人民共和国企业所得税法》以及国家对高新技 术企业的相关税收规定,浙江柯茂自通过本次高新技术企业认定当年起连续三年(即 2025 年至 2027 年),可享受国家关于高新技术企业的税收优惠政策,即按15%的税率缴纳企业所得税。 ...
汉钟精机(002158) - 关于子公司浙江柯茂通过高新技术企业认定的公告
2026-01-26 09:30
关于子公司浙江柯茂通过高新技术企业认定的公告 证券代码:002158 证券简称:汉钟精机 公告编号:2026-001 上海汉钟精机股份有限公司 本次系浙江柯茂首次被认定为高新技术企业。根据《中华人民共和国企业所得税法》以 及国家对高新技术企业的相关税收规定,浙江柯茂自通过本次高新技术企业认定当年起连续 三年(即 2025 年至 2027 年),可享受国家关于高新技术企业的税收优惠政策,即按 15%的 税率缴纳企业所得税。 本次浙江柯茂通过高新技术企业认定,预计将会对其经营发展产生积极影响,但不会影 响公司 2025 年度经营业绩。 三、备查文件 浙江柯茂《高新技术企业证书》(证书编号:GR202533010275) 特此公告。 上海汉钟精机股份有限公司 关于子公司浙江柯茂通过高新技术企业认定的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误 导性陈述或重大遗漏。 一、基本情况 上海汉钟精机股份有限公司(以下简称"公司")全资子公司浙江柯茂节能环保工程设 备有限公司(以下简称"浙江柯茂")于近日收到浙江省经济和信息化厅、浙江省财政厅、 国家税务总局浙江省税务局联合颁发的《高新技术 ...
汉钟精机:真空产品已获部分国内芯片制造商认可并开启批量供货
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-22 00:43
南财智讯1月22日电,汉钟精机在投资者关系活动中表示,公司真空产品已获部分国内芯片制造商认可 并开启批量供货,覆盖新产线扩产及老旧真空泵汰换;同时正配合部分新客户及新工艺开展测试验证; 半导体真空泵主要竞争对手为爱德华;2025年真空产品收入下降主要受光伏行业影响,随着光伏占真空 泵应用比例降低,后续影响将逐步减弱。 ...
汉钟精机(002158) - 2026年1月7日-1月15日投资者关系活动记录表
2026-01-22 00:32
| 投资者关系 | □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 | | --- | --- | | 活动类别 | □新闻发布会 □路演活动 ☑现场参观 ☑其他:策略会、线上 | | 活动参与人员 | 麦格理、JPMORGAN、Impax Asset、Mackenzie Investments、Oxbow、路博 | | | 迈、Polymer Capital、Mackenzie Investments、TD Asset、Wellington | | | Management、Oberweis、Shikhara IM、Schrodre、TT International、Rays | | | Capital、泰康 HK、Point72、Manulife、国元证券、浙商资管、远海私募、 | | | UBS、富达基金、野村投信、Allspring Global、Carmignac、USS IM、 | | | Eastspring、Millennium Capital、工银瑞信、博时基金、国海证券、华安基金、 | | | 易方达、景顺长城 | | 时间 | 月 2026 年 1 月 7 日—1 15 日 | ...
东兴证券晨报-20260113
Dongxing Securities· 2026-01-13 09:29
Economic News - The Ministry of Commerce stated that multiple rounds of consultations have been held between China and the EU to address the EU's case against Chinese electric vehicles, agreeing to provide general guidance on price commitments for Chinese exporters [1] - The U.S. has escalated sanctions against Iran, imposing a 25% tariff on any country conducting business with Iran [1] - The National Development and Reform Commission issued guidelines to strengthen government investment fund planning, focusing on supporting emerging industries such as new information technology and new energy [1] - The Ministry of Agriculture aims to increase soybean oil production capacity and self-sufficiency, promoting higher yields in grain and oil crops [1] - The U.S. Federal Reserve chair candidates are being interviewed, with Rick Rieder from BlackRock being a notable candidate [1] - Tianjin's housing authority has mandated that new home prices cannot fluctuate more than 10% from the registered price to prevent rapid price declines [1] - The official confirmation of the J-10CE fighter jet achieving combat success, marking a significant milestone for China's export aircraft [1] - The Ministry of Health and other departments released regulations on the management of deceased patients' services, emphasizing that medical institutions should not engage in funeral services [1] - The Ministry of Industry and Information Technology plans to enhance the role of enterprises in technological innovation and implement new policies to support high-quality development of specialized small and medium-sized enterprises [1] - The State Administration for Market Regulation released 160 national standard samples to improve product quality and promote technological advancement [1] Company Insights - WuXi AppTec expects to achieve a revenue of 45.456 billion yuan in 2025, a year-on-year increase of 15.84%, with a net profit of 19.151 billion yuan, up 102.65% [4] - Zhitex New Materials' stock has seen a continuous rise, with a 198.57% increase over six trading days, leading to a temporary suspension of trading [4] - Jinlongyu plans to invest approximately 1.2 billion yuan in a new solid-state battery production line in Shenzhen [4] - Yonghui Supermarket anticipates a negative net profit for 2025, indicating a potential operational loss [4] - Blue Arrow Electronics intends to acquire at least 51% of Chengdu Xinyi Technology Co., with a valuation not exceeding 675 million yuan [4] Industry Analysis - The securities industry is expected to see improved performance in 2026 due to supportive policies and accelerated consolidation, despite challenges from global geopolitical events and trade issues [5][6] - The average daily trading volume has increased since early 2025, indicating improved market activity and investor engagement [6] - Regulatory support for technology growth companies has led to increased IPO and financing activities, benefiting brokerage revenues [7] - The stability and sustainability of proprietary investments are crucial for brokerage performance, with a focus on balancing high returns and risk management [8] - The securities industry is likely to experience further consolidation, with notable mergers already occurring among major firms [10]
东兴晨报-20260109
Dongxing Securities· 2026-01-09 12:29
Economic News - The Ministry of Commerce responded to the export control of dual-use items to Japan, stating that China aims to prevent Japan's militarization and nuclear ambitions through legal measures [1] - The Ministry of Foreign Affairs condemned the U.S. for seizing a Russian-flagged oil tanker, emphasizing that such actions violate international law [1] - The Ministry of Commerce commented on Meta's acquisition of Manus, indicating that the government supports lawful international business operations [1] - The Ministry of Commerce discussed South Korean President Lee Jae-myung's visit to China, highlighting agreements to deepen economic cooperation [1] - The State Administration for Market Regulation held discussions with the photovoltaic industry association and leading companies to prevent market manipulation [1] - The Ministry of Industry and Information Technology warned against irrational competition in the lithium battery industry [1] - The Ministry of Finance plans to issue a 1-year fixed-rate bond totaling 135 billion yuan and a 30-year bond totaling 32 billion yuan [1] Company Insights - Sinopec announced a restructuring with China Aviation Oil Group to enhance supply chain efficiency and promote sustainable aviation fuel development [4] - Beifang Changlong plans to acquire 51% of Shunyi Technology, which is expected to constitute a major asset restructuring [4] - Quanxin Co. intends to issue convertible bonds to raise up to 312 million yuan for aviation communication projects and working capital [4] - Yingqu Technology forecasts a net profit of 540 million to 660 million yuan for 2025, driven by stable growth in various business segments [4] - Wens Foodstuff Group expects a net profit of 5 billion to 5.5 billion yuan for 2025, a decline attributed to lower sales prices of pigs and chickens [4] Industry Analysis - The securities industry is expected to see improved performance in 2026 due to supportive policies and accelerated consolidation [6][7] - The average daily trading volume has increased since early 2025, indicating improved market activity [7] - Regulatory support for technology growth companies has led to increased IPO and financing activity, benefiting brokerage revenues [8] - The self-operated investment segment is becoming crucial for brokerage firms' profitability, with a focus on maintaining stability amid market volatility [9] - The securities industry is likely to experience further consolidation, with notable mergers already occurring among leading firms [11]