中原内配（002448）公告，公司于2025年5月30日与阳光新能源签署了《战略合作协议》。本次签署的 合作协议为双方合作的框架性协议，旨在围绕能源结构转型，实现优势互补、合作共赢。合作内容包括 源网荷储风电一体化项目、氢能装备产业合作、氢能应用场景以及绿电长协合作等。合作预计对公司 2025年度的财务状况和经营成果不构成重大影响。 ...

东方铁塔（002545）公告，公司近日中标国家电网有限公司2025年第三十批采购(特高压项目第二次设 备招标采购)及2025年第十五批采购(特高压项目第二次材料招标采购)项目，合计中标约2.51亿元，约占 公司2024年经审计的营业收入的5.98%。中标产品包括变电站构支架、角钢塔、钢管塔等。上述项目中 标后，将对公司2025年经营工作和经营业绩产生积极影响，但不影响公司经营的独立性。 ...

金融界6月3日消息，上证指数低开高走，沪深300制药与生物科技指数 (300制药生物，L11515)报 7971.61点。 从沪深300制药与生物科技指数持仓的市场板块来看，上海证券交易所占比63.65%、深圳证券交易所占 比36.35%。 从沪深300制药与生物科技指数持仓样本的行业来看，化学药占比43.80%、制药与生物科技服务占比 21.66%、中药占比18.52%、生物药品占比16.02%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当沪深300指数调整样本时，沪深300行业指数样本 随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对沪深300行业指数 样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的 处理，参照计算与维护细则处理。 数据统计显示，沪深300制药与生物科技指数近一个月上涨5.53%，近三个月上涨7.39%，年至今上涨 7.09%。 据 ...

Group 1 - The book "Building a Financial Powerhouse: Technology Finance" is published as part of China's 14th Five-Year Plan and aims to establish a knowledge system for technology finance in China [1] - The macro perspective emphasizes that economies of scale are crucial for understanding technology finance, highlighting the importance of both supply-side and demand-side factors in driving innovation [1] - The book discusses the need for both catch-up and leading innovations to address challenges in international competition, stressing the role of banking and capital markets in supporting these innovations [1] Group 2 - Funding for innovation activities can be sourced from fiscal, banking, and capital market channels, with fiscal support being essential due to the strong positive externalities of scientific research [2] - The capital market's ecological and screening effects are better suited to support high-uncertainty leading innovations, necessitating a coordinated approach between fiscal, banking, and capital market resources [2] - The book analyzes private equity markets, A-shares, Hong Kong stocks, and investor protection, aiming to derive public policy implications for enhancing technology finance [2] Group 3 - As a state-owned financial institution, the company actively contributes to China's technological innovation through a mature "investment + investment banking + research" collaborative mechanism [3] - In 2024, the company facilitated approximately RMB 470 billion in transactions for technology innovation enterprises and established 36 new funds exceeding RMB 55 billion to support sectors like semiconductors and new energy [3] - The company plans to continue supporting high-quality development of the real economy and contribute to China's modernization through comprehensive financial services [3]

长华集团（605018）公告，公司全资子公司武汉长华长源汽车零部件有限公司(简称"武汉长源")实施存 续分立，分立后武汉长源继续存续并新设全资子公司武汉长浩汽车零部件有限公司。分立前武汉长源注 册资本2.8亿元，2024年营业收入8.51亿元，净利润781.05万元；2025年3月31日净资产5.05亿元。分立事 项在公司董事会审批权限范围内，无需提交股东大会审议，不构成关联交易或重大资产重组。分立后存 续公司与新设公司均为公司全资子公司，不会对公司合并报表产生实质性影响。 ...

Core Viewpoint - The partnership between Junting Hotels and Choice Hotels marks a significant shift for Junting as it moves away from its "small and beautiful" image towards a light-asset and scalable development model [1][2] Group 1: Partnership Details - Junting Hotels has entered into a long-term exclusive franchise agreement with Choice Hotels for the brands COMFORT™ and QUALITY™ in mainland China, lasting until 2045 [1] - Choice Hotels, despite having 7,500 hotels and approximately 650,000 rooms globally, has a limited presence in China, with its first hotel opening in 2002 [1][2] Group 2: Market Context - Major international hotel groups like InterContinental, Marriott, and Hilton have already established a strong presence in China, with over 500 new hotels opening in 2024 alone, totaling more than 4,500 hotels [2] - Wyndham Hotels, another franchise giant, has over 1,600 locations in China, highlighting the competitive landscape [2] Group 3: Strategic Implications - The collaboration allows Junting to overcome its expansion limitations while providing Choice Hotels with local market expertise to mitigate risks [2][3] - The partnership is seen as a "resource exchange," where Junting can leverage Choice Hotels' global network to transition from a regional brand to an international player [2] Group 4: Challenges Ahead - The partnership faces challenges due to the late entry of Choice Hotels into the Chinese market, requiring Junting to focus on localized operations to compete with established local brands [3] - Junting is under pressure to meet specific targets for opening and operating a designated number of hotels, with potential penalties for failing to do so [3] Group 5: Lessons from Success - The success of Hilton's HUALUXE brand serves as a valuable case study for mixed brands, demonstrating the importance of aligning with local consumer needs [5]

新天然气（603393）公告，因经营需要，控股子公司新疆明新油气勘探开发有限公司拟进行存续分立， 分立为存续公司新疆明新和一家新设公司。分立完成后，新疆明新和新设公司股权比例保持不变，仍然 是公司持股65%，富城能源持股35%。本次分立完成后，新疆明新将成为以煤基能源清洁高效低碳转化 与利用的综合专业化运营公司，开发项目是持有的位于新疆哈密地区巴里坤县三塘湖矿区七号勘查区的 煤炭资源探矿权的勘探、开发和生产等。新设公司将成为新疆喀什北油气资源项目勘探、开发和生产的 运营主体。本次分立，从资产运作效率来看，有利于控股子公司优化资源配置，提升专业化管理水平。 从战略发展角度来看，有利于控股子公司未来引入新的战略投资人，加速煤基能源项目开发。同时可有 效降低公司未来资本开支规模，实现业务的做大做强，增强市场竞争力和综合优势。 ...

Group 1 - The core point of the announcement is that Dong'an Power (600178) reported significant growth in engine and transmission production and sales for May and the year-to-date period [1] Group 2 - In May, the engine production reached 34,037 units, representing a year-on-year increase of 24.25% [1] - Cumulative engine production for the year reached 186,000 units, showing a year-on-year growth of 9.71% [1] - In May, engine sales totaled 29,556 units, reflecting a year-on-year decline of 11.86% [1] - Year-to-date engine sales amounted to 178,600 units, indicating a year-on-year increase of 14.03% [1] Group 3 - In May, transmission production was 24,905 units, which is a remarkable year-on-year increase of 240.65% [1] - Cumulative transmission production for the year reached 87,909 units, with a year-on-year growth of 108.86% [1] - Transmission sales in May were 19,463 units, showing a substantial year-on-year increase of 457.84% [1] - Year-to-date transmission sales reached 73,696 units, reflecting a year-on-year growth of 148.12% [1]

国金证券发布研报称，船舶的绿色化将带动绿醇消纳，绿醇下游场景逐步明朗，打开了新建绿氢氨醇项 目的产能应用突破口，解决了现阶段的关键问题，将直接加速绿氢项目的开工与落地。2025年是"十四 五"氢能政策的收官之年，绿氢示范项目招标活跃，政策端随着能源局提出持续推动氢能产业政策接续 发力，下半年行业有望迎来政策进一步催化，加速商业化进程和项目落地进度，带来行业量的兑现，重 点跟踪绿氢大项目进度和下游船舶等消纳场景合作动态。聚焦行业爆发下的高弹性环节，把握供给端 ――绿氢项目落地和需求端――绿氢消纳产业链投资机会。 燃料电池车 9省3市发布氢能高速过路费减免政策，氢车迎场景突破。25年是示范城市群政策的最后一年，也是氢能 中长期规划的第一个结算时点，城市群扩容、补贴下发等政策将加速燃料电池车量的释放，重点关注燃 料电池零部件头部企业。 重点推荐：华电科工（601226）、华光环能（600475）、吉电股份（000875）等。 风险提示：政策力度不及预期、示范项目落地缓慢、降本速度不及预期、技术研发进度不及预期。 国金证券主要观点如下： 绿醇消纳 全球头部船厂购买甲醇船，并与上游绿色甲醇运营商及港口企业与协会等开展合 ...

来源：环球网 5月29日上午，第二十四届全国大学生机器人大赛RoboMaster2025机甲大师赛（东部赛区）开幕式在苏 州科技大学体育馆举行，苏州市政府副秘书长吴旭翔，苏州高新区党工委委员、组织部部长、统战部部 长吕建林，南京大学团委书记曹晨，苏州市科技服务中心主任汤宁，深圳市大疆创新科技有限公司 RoboMaster高级运营总监杨明辉，苏州科技大学校长顾菊平、副校长肖洋等领导出席开幕式，学校相关 职能部门、物理学院等单位负责人、各参赛队、媒体代表及我校师生代表等1000余人共同参加。开幕式 由苏州科技大学副校长唐柏鉴主持。 杨明辉发表主题讲话，他表示，机甲大师赛致力于培养与吸纳具有工程思维的综合素质人才，是专为全 球科技爱好者打造的机器人竞技与学术交流平台，今后将继续与高校开展合作，在创新人才培养和技术 研发等方面携手前行。 现场，深圳市大疆创新科技有限公司RoboMaster对外负责人宋懿帆向苏州科技大学物理科学与技术学院 院长姜昱丞颁发了优秀合作单位奖。苏州科技城党工委委员、管委会副主任李伟和苏州市光子产业科技 镇长团团长、苏州科技大学物理科学与技术学院教授马春兰共同签署了光子研究院成果转化基地合作协 ...