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锂电产业链周记 | 福田汽车联手亿纬锂能拓展新能源重卡业务 中创新航拿下非洲最大储能项目订单
Xin Lang Cai Jing· 2025-05-30 14:50
中创新航拿下非洲最大储能项目订单 5月27日,中创新航(03931.HK)官微发文称,于近日为非洲最大单体独立储能系统项目——南非153 MW /612 MWh红沙 电池储能项目提供储能电芯314 Ah Gen2.0超长循环储能电芯。该电池储能项目位于南非北开普省乌平顿东南约100公里 处,是南非首个电池储能独立发电商采购计划的一部分。项目占地约5公顷,通过Eskom Garona变电站接入电网,将重 点承担电网负荷转移、频率调节及可再生能源消纳等关键职能。 瑞浦兰钧与韩国晓星重工业达成储能领域合作 智通财经记者 | 高菁 锂电产业链本周大事: 福田汽车联手亿纬锂能(维权)拓展新能源重卡业务 5月26日晚间,福田汽车(600166.SH)公告,为拓展新能源重卡业务,为客户提供多样化的电池租赁解决方案,支持动力 电池降本,提高新能源重卡利润率,拟与亿纬锂能(300014.SZ)共同出资设立合资公司。合资公司注册资本为5亿元,其 中,福田汽车以自有资金出资2.5亿元,持股比例为50%。福田汽车表示,双方通过设立合资公司,共同开拓市场,能 够满足用户多样化电池租赁需求,有利于提升公司新能源重卡业务产品市场竞争力,促 ...
申万宏源研究换帅,80后王胜接任总经理,重点布局智能投研
Mei Ri Jing Ji Xin Wen· 2025-05-30 14:49
每经记者|王砚丹 每经编辑|叶峰 近期,上海申银万国证券研究所有限公司(下简称"申万宏源研究")迎来新的人事任命,周海晨不再兼 任申万宏源研究总经理,王胜接任总经理一职,全面负责经营管理工作。 申万宏源证券执行委员会委员周海晨分管研究业务和机构业务,并兼任申万宏源研究党委书记、董事 长。 作为80后少壮派,王胜在申万宏源研究耕耘多年。在本次出任总经理后首次接受媒体采访时,王胜表 示,中国资本市场可能进入ROE回报提升、龙头品牌影响力日益突出的时代,也将证明GDP增速哪怕回 落到中高速增长,也能迎来长牛。而谈及申万宏源研究未来打法,王胜表示,正在探索更具柔性、更加 敏捷的组织架构,以更好地赋能分析师。同时他还透露,未来申万宏源研究体系建设的重点可能将落在 智能投研上。 谈对市场的看法:中国资本市场终将迎来长牛 资料显示,王胜从2009年毕业即入职申万宏源,在2011年6月正式成为在中证协注册的分析师。16年时 间,王胜一直在申万宏源从事研究工作,本次履新前的职务是申万宏源研究所副总经理、首席策略分析 师。 作为新出任申万宏源研究的总经理,王胜谈了他对金融市场和中国股市的最新研判。 他指出,百年未有之大变局徐徐展 ...
芯朋微:调整募集资金投资项目内部投资结构
快讯· 2025-05-30 14:44
芯朋微公告,公司于2025年5月30日召开董事会和监事会,审议通过了调整募集资金投资项目内部投资 结构的议案。调整涉及的项目包括"新能源汽车高压电源及电驱功率芯片研发及产业化项目"、"工业级 数字电源管理芯片及配套功率芯片研发及产业化项目"及"苏州研发中心项目"。调整后,新能源汽车项 目的软硬件设备及IP购置投入减少9600万元,研发费用增加9600万元;工业级数字电源管理芯片项目的 软硬件设备及IP购置投入减少1.35亿元,研发费用增加1.35亿元;苏州研发中心项目的软硬件设备及IP 购置投入减少2600万元,研发费用增加5700万元。 ...
中国太保董事长傅帆:发挥保险专业优势,筑牢气候风险防线
Core Viewpoint - China Pacific Insurance (CPIC) emphasizes its role in climate risk management and green finance, showcasing its innovative insurance products and services to enhance disaster prevention and mitigation capabilities in response to climate change [1][2][3]. Group 1: Climate Risk Management - CPIC highlights the importance of insurance in disaster risk management, stating that its value extends beyond post-disaster compensation to include enhancing societal resilience through innovative products [1][2]. - The company has initiated various innovative catastrophe insurance products and established a comprehensive risk reduction management system to support economic and social resilience against climate change [3][4]. Group 2: Green Insurance Development - Since 2020, CPIC has strategically focused on green insurance, establishing a dedicated research department and collaborating with universities and international reinsurance companies to innovate in this area [2][4]. - In 2024, CPIC's green insurance premium income is projected to exceed 60 billion yuan, representing a 16.5% year-on-year growth and accounting for 30.4% of its overall business, securing the second-largest market share [2]. Group 3: Technological Empowerment - CPIC has developed a comprehensive risk reduction solution covering the entire process from prevention to compensation, including the "Risk Radar" platform that provides tailored weather alerts and risk reduction services to nearly 600,000 enterprises [4][5]. - The company has formed extensive partnerships with research institutions and meteorological departments to enhance its climate risk research and improve catastrophe assessment models [5]. Group 4: Support for Western Development and Belt and Road Initiative - CPIC is committed to supporting the development of the western region of China and the Belt and Road Initiative by providing comprehensive insurance coverage for infrastructure and logistics projects [6][7]. - The company has provided over 530 billion yuan in risk coverage for cross-border rail transport and has supported more than 1,300 major projects across over 160 countries and regions [6][7]. Group 5: Future Initiatives - CPIC plans to launch more innovative cross-regional insurance products to support industrial upgrades and enhance risk management for enterprises venturing abroad [7]. - The company aims to deepen its integration of technology and insurance, utilizing satellite and security technologies to monitor overseas project operations and preemptively address disaster risks [7].
苏州固锝:向特定对象发行股票申请获受理
快讯· 2025-05-30 14:30
苏州固锝(002079)公告,公司于2025年5月30日收到深圳证券交易所出具的《关于受理苏州固锝电子 股份有限公司向特定对象发行股票申请文件的通知》。深交所对公司报送的向特定对象发行股票的申请 文件进行了核对,认为申请文件齐备,决定予以受理。公司本次向特定对象发行股票事项尚需通过深交 所审核,并获得中国证券监督管理委员会同意注册后方可实施,最终能否通过审核并获得同意注册的决 定及其时间尚存在不确定性。 ...
福龙马龙虎榜:营业部净卖出6141.46万元
福龙马5月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 国联民生证券股份有限公司北京分公司 | 6645.56 | | | 买二 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 4967.90 | | | 买三 | 中信证券股份有限公司浙江分公司 | 4802.50 | | | 买四 | 华泰证券股份有限公司镇江黄山南路证券营业部 | 4319.43 | | | 买五 | 国泰海通证券股份有限公司总部 | 2901.97 | | | 卖一 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | | 6981.99 | | | 营业部 | | | | 卖二 | 国盛证券有限责任公司宁波桑田路证券营业部 | | 6795.64 | | 卖三 | 国泰海通证券股份有限公司成都北一环路证券营业部 | | 5480.96 | | 卖四 | 华泰证券股份有限公司马鞍山湖东中路证券营业部 | | 5319.09 | 卖五 国泰海通证券股份有限公司总部 5201.14 ...
顺丰控股(06936.HK)全资子公司回购部分美元保证债券
Ge Long Hui· 2025-05-30 14:26
Core Viewpoint - SF Holding announced a cash tender offer to repurchase portions of its 2030 and 2031 bonds to optimize capital structure, reduce financing costs, and provide liquidity to bondholders [1][2] Group 1: Bond Issuance and Structure - SF Holding's wholly-owned subsidiary SF Holding Investment Limited issued $700 million bonds with a 2.875% coupon rate maturing in 2030, and another subsidiary issued $500 million and later $300 million bonds with a 3.125% coupon rate maturing in 2031 [1] - Both bond series are unconditionally and irrevocably guaranteed by the company [1] Group 2: Tender Offer Details - The company announced a maximum acceptance amount of $350 million for the cash tender offer for both bond series [1] - As of May 30, 2025, SFHI accepted $101,371,000 of the 2030 bonds (15.50% of the remaining balance) and $78,306,000 of the 2031 bonds (10.88% of the remaining balance) [2] - The repurchase price for the 2030 bonds is $943.50 per $1,000 principal, and for the 2031 bonds, it is $937.00 per $1,000 principal, plus accrued interest [2] Group 3: Impact on Financials - The repurchase of the bonds is not expected to adversely affect the company's operational and financial status, nor harm the interests of the company and its shareholders [2]
深圳市大族数控科技股份有限公司向港交所提交上市申请书
快讯· 2025-05-30 14:20
据港交所文件:深圳市大族数控(301200)科技股份有限公司向港交所提交上市申请书。 ...
5月30日电,利弗莫尔证券显示,深圳市大族数控科技股份有限公司向港交所提交上市申请书,独家保荐人为中金公司。
快讯· 2025-05-30 14:20
Group 1 - The core point of the article is that Shenzhen Dazhu CNC Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with China International Capital Corporation (CICC) as the exclusive sponsor [1] Group 2 - The company is seeking to expand its presence in the capital markets through this listing application [1] - The involvement of a reputable sponsor like CICC indicates a strategic move to enhance investor confidence [1]
中证上海国企指数下跌0.45%,前十大权重包含华域汽车等
Sou Hu Cai Jing· 2025-05-30 14:20
从中证上海国企指数持仓的市场板块来看,上海证券交易所占比100.00%。 从中证上海国企指数持仓样本的行业来看,金融占比29.89%、工业占比23.44%、可选消费占比 12.21%、房地产占比9.67%、医药卫生占比7.22%、信息技术占比5.40%、通信服务占比4.91%、公用事 业占比3.59%、主要消费占比2.16%、原材料占比1.52%。 金融界5月30日消息,上证指数低开低走,中证上海国企指数 (上海国企,950096)下跌0.45%,报 1331.98点,成交额167.25亿元。 数据统计显示,中证上海国企指数近一个月上涨2.51%,近三个月下跌0.19%,年至今下跌5.78%。 据了解,中证上海国企指数以上海市(含区县)国资控股以及重要参股的上市公司证券为待选样本,结 合盈利能力、成长能力、股东回报水平等进行选样,以反映基本面情况较好的上海国资国企相关上市公 司证券的整体表现。该指数以2012年12月31日为基日,以1000.0点为基点。 从指数持仓来看,中证上海国企指数十大权重分别为:中国太保(8.87%)、上海机场(6.23%)、国 泰海通(5.39%)、上海银行(5.34%)、浦发银行( ...