杭州金投金融大厦 浪潮奔涌，奋楫争先。在国企改革深化提升行动收官之年，杭州市金融投资集团有限公司（以下简 称"杭州金投"）深入贯彻落实改革部署，加快向"管资本"转型，持续优化管理机制，以创新性突破提升 运营效能，在深化转型中积聚强劲发展势能，在助推杭州产业升级与自我革新的征程上，交出了一份硕 果累累的答卷—— 成功推动中策橡胶、九源基因等企业登陆资本市场；设立主动管理型基金，支持杭州市五大产业生 态圈及"296X"先进制造业集群建设；斩获省级数字经济楼宇、新时代企业党建创新优秀案例等奖项， 旗下企业跻身中国最佳国资LP TOP30、浙江创业投资机构TOP50等权威榜单…… 以金融创新服务实体经济 今年，"杭州六小龙"火爆出圈，引起全球关注。杭州科技企业闪耀世界的背后，也有着国资的参与 支持。 在市委、市政府的决策部署和市财政局的指导下，7月底，由杭州金投和旗下市数据集团联合建设 运营的"五位一体"科创服务平台"杭创E站"上线。该平台是杭州探索财政金融协同科技创新产业创新的 重要载体，为企业提供"投、贷、补、担、保"一体化全生命周期服务。上线4个多月，平台已初步筛选 科创企业18万家，吸引32家投资、银行、担保 ...

会议指出： 25.12. 2025 玉树市召开市属国有企业重点工作总结会议 导读：12月24日，玉树市召开市属国有企业重点工作总结会议，传达学习了习近平总书记关于对中央企业工作作出的重要指示精神及中央经济工作会议精 神，听取市属各国有企业经营现状及下一步发展方向等情况汇报，全面盘点年度工作成效，深入分析当前存在的问题，并明确下一步改革攻坚方向。市委 副书记、市长扎西旺加出席会议并讲话，市委常委、市政府常务副市长冯玉林主持会议。 12月24日，玉树市召开市属国有企业重点工作总结会议，传达学习了习近平总书记关于对中央企业工作作出的重要指示精神及中央经济工作会议精神，听 取市属各国有企业经营现状及下一步发展方向等情况汇报，全面盘点年度工作成效，深入分析当前存在的问题，并明确下一步改革攻坚方向。市委副书 记、市长扎西旺加出席会议并讲话，市委常委、市政府常务副市长冯玉林主持会议。 深化国企改革是一项复杂的系统工程，任务艰巨，责任重大。市属各国有企业要切实担起改革主体责任，强化企业的经营意识、创新意识和危机意识，主 动谋划经营策略，力争在降本增效、盘活存量、开拓市场上取得实质性突破。同时，要加快推进审计巡视反馈问题整改落 ...

近期A股缺乏持续性主线，部分机构年内已获得较大盈利，四季度或更倾向于稳健。在外部环境影响下，本周A股震荡下跌，周五调整幅度有所放大。但中 期看，本轮经济转型牛的两个核心驱动，即人工智能科技革命和推动再通胀，二者大方向均未有改变。因此，我们坚定相信本轮牛市并未结束，近期外部影 响或正在为本轮牛市构建难得的布局机会。红利回撤常在有强势产业趋势出现的时候，因此低估红利的高度取决于AI产业趋势的进展，而AI 产业趋势的进 展又取决于AI 应用端和消费端的突破。 主力净流入行业板块前五：军工，新能源车零部件，汽车零部件，新能源汽车，光伏； 主力净流入概念板块前五：机器人，国企改革，航天，人工智能， 央企改革； 主力净流入个股前十：三花智控、航天电子、长川科技、信维通信、海南发展、贵州茅台、金风科技、中国平安、长盈精密、航发动力 特斯拉宏伟蓝图第四章发布，人形机器人是其核心产品，马斯克称特斯拉未来约80%的价值将来自于Optimus机器人。年初以来机器人的量产进程有所波 折，随着特斯拉董事会为马斯克提供史上最大型激励计划，马斯克重心回归公司业务，在机器人业务上的精力投入加大。目前机器人的硬件设计已接近定 型，马斯克预计O ...

Core Viewpoint - The company, Shanghai Automotive Air Conditioning Parts Co., Ltd., is focusing on expanding its international market presence and enhancing its core competitiveness through strategic investments and product development in the automotive parts sector, particularly in the context of new energy vehicles and global trade initiatives [2][3]. Company Overview - Shanghai Automotive Air Conditioning Parts Co., Ltd. was established on July 8, 1992, and went public on November 1, 2023. The company specializes in the research, development, production, and sales of automotive air conditioning pipes and fuel distribution pipes [7]. - The company's main business revenue composition includes 79.38% from automotive thermal management system products, 18.86% from automotive engine system products, and 1.76% from other sources [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.645 billion yuan, representing a year-on-year growth of 6.41%. The net profit attributable to the parent company was 135 million yuan, with a slight increase of 0.28% year-on-year [8]. - The company has distributed a total of 202 million yuan in dividends since its A-share listing [9]. Market Position and Strategy - The company is a state-owned enterprise controlled by the People's Government of Beicai Town, Pudong New District, Shanghai. It has established long-term stable relationships with major global engine manufacturers, which require strict supplier certification processes [2]. - To enhance its international strategy, the company plans to invest up to 100 million yuan in establishing a wholly-owned subsidiary in Morocco, focusing on setting up operations and acquiring necessary facilities [2]. Product Development - The company's R&D department has over 30 years of experience and has quickly adapted to market changes by launching air conditioning pipe products that meet the quality standards for new energy vehicles, gaining recognition from clients [3]. - The automotive air conditioning pipe products are widely used in various traditional fuel models and have become a major supplier for first-tier new energy vehicle manufacturers [3]. Stock Performance - As of December 25, the stock price of Shanghai Automotive Air Conditioning Parts Co., Ltd. increased by 0.67%, with a trading volume of 29.2047 million yuan and a market capitalization of 5.097 billion yuan [1]. - The stock has seen a net inflow of 961,800 yuan from major investors, indicating a lack of clear trends in major holdings [4][5].

Core Viewpoint - Chongqing Port has seen significant trading activity, with a trading volume of 1.59 billion yuan and a market capitalization of 6.908 billion yuan, indicating strong investor interest in the company [1]. Company Overview - Chongqing Port Co., Ltd. is primarily engaged in port transshipment and comprehensive logistics services, including loading and unloading, cargo agency, and trade [2][6]. - The company has developed specialized terminals for containers, general cargo, and chemicals, leading to its position as the top port in terms of cargo throughput in the southwestern region of China [2]. - As a state-owned enterprise, Chongqing Port is ultimately controlled by the Chongqing State-owned Assets Supervision and Administration Commission [2]. Business Strategy - The company leverages its port facilities to integrate multimodal transport, focusing on major clients and expanding into trade logistics and supply chain logistics [2]. - Chongqing's strategic location at the intersection of major national initiatives like the Belt and Road Initiative and the Yangtze River Economic Belt enhances its logistical connectivity [2]. Financial Performance - For the period from January to September 2025, Chongqing Port reported a revenue of 3.281 billion yuan, a year-on-year decrease of 5.10%, and a net profit attributable to shareholders of 48.1743 million yuan, down 35.43% year-on-year [6]. - The company has distributed a total of 799 million yuan in dividends since its A-share listing, with 148 million yuan distributed over the past three years [7]. Market Activity - The stock has experienced a net inflow of 41.83 million yuan today, with a market ranking of 1 out of 35 in its industry, although the overall industry saw a net outflow of 3.32 billion yuan [3][4]. - The average trading cost of the stock is 5.66 yuan, with the current price approaching a resistance level of 5.82 yuan, indicating potential for upward movement if this level is surpassed [5].

Core Viewpoint - The report from CICC indicates a relatively optimistic outlook for fiscal policy in 2026, with a focus on stabilizing investment and supporting growth through infrastructure investment, particularly in the context of the real estate sector bottoming out [1] Group 1: Infrastructure Investment - Infrastructure investment is expected to be a key method for stabilizing growth, with a projected growth rate of 4.5% in 2026 [1] - There is a strong regional investment opportunity in western infrastructure, especially in Sichuan Province, which is anticipated to have high investment activity [1] Group 2: State-Owned Enterprises and Debt Management - The report highlights the potential for valuation recovery among construction state-owned enterprises due to debt management and state-owned enterprise reforms [1] Group 3: Manufacturing Sector - Manufacturing investment is expected to stabilize and recover, with a focus on cleanroom engineering benefiting from the upturn in semiconductor capital expenditures [1] Group 4: Overseas Market Opportunities - The overseas market is seen as a potential second growth curve, with an emphasis on the accelerated realization of construction companies' overseas expansion strategies [1]

◎记者 王子霖 作为国民经济发展的"顶梁柱"和"压舱石"，中央企业在"十五五"开局之年的工作动向备受各界关注。12 月22日至23日召开的中央企业负责人会议部署2026年中央企业重点工作，围绕稳经营、提质效，优布 局、调结构，强创新、促转化，抓改革、增活力，保民生、稳大局等五方面进行部署。并购重组、市值 管理、人工智能、国企改革等资本市场高度关注的话题均被提及。 "提质效"层面，中央企业要坚持向内挖潜，做好全面预算管理，加强全员、全要素、全生命周期成本管 控，加大应收款项、合同资产、存货和应付款项管控力度。加强上市公司质量和市值管理。 2025年1至11月，中央企业完成固定资产投资（不含房地产）3.3万亿元、同比增长0.7%。其中，累计完 成新兴产业投资约2万亿元、占总投资的40.1%，营收占比提升至32.7%、较2022年提高10个百分点以 上。 对于2026年的投资工作，会议提出，要围绕产业链强基补短、基础设施建设、能源资源保障、前瞻产业 布局等重点领域，用好各类支持政策，靠前谋划实施一批重大项目和标志性工程，厚植可持续发展基 础。 并购重组提升资源配置效率 2025年，中国雅江集团、中国长安汽车组建成立 ...

近5年中央企业研发经费累计超5万亿元 从2025年中央企业经营情况来看，会议透露，今年1至11月，中央企业实现增加值9.5万亿元，同比增长 1.4%。同期，中央企业年化全员劳动生产率81.1万元/人、同比提升3%，营业收现率、营业收入利润 率、年化净资产收益率均保持在合理水平；完成固定资产投资(不含房地产)3.3万亿元、同比增长0.7%。 今年以来，官方持续加强政策供给，中央企业以更大力度强化自主创新。1至11月，中央企业研发投入 8901.6亿元，研发投入强度达到2.62%。97个原创技术策源地取得标志性成果121项。中核集团新一代可 控核聚变实现离子电子"双亿度"，中国电信接通全球首例超1000公里量子密信通话。(完) 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 中新社北京12月24日电 (记者 庞无忌)中央企业负责人会议12月22日至23日在北京召开。会议透露，"十 四五"期间，中 ...

Core Viewpoint - The collaboration between Lu Xi Chemical, Cangzhou Dahua, and Sinochem Plastics to establish a joint venture for polycarbonate sales is a strategic move to fulfill commitments regarding competition among state-owned enterprises while enhancing sales synergy in the polycarbonate business [1][4][6]. Group 1: Joint Venture Formation - Lu Xi Chemical announced the establishment of a joint venture, Sinochem Polycarbonate Sales (Liaocheng) Co., Ltd., with a total investment of 5 million yuan, fulfilling the commitment made by state-owned shareholders regarding competition [1][4]. - The joint venture aims to reduce the adverse effects of competition among the companies and improve sales coordination in the polycarbonate sector [4][5]. Group 2: Shareholding Structure - The shareholding structure of the joint venture is 51% for Lu Xi Chemical, 30% for Cangzhou Dahua, and 19% for Sinochem Plastics, ensuring Lu Xi Chemical's control over operational decisions while addressing the interests of the other two companies [5][6]. - This structure is designed to prevent internal competition and promote resource integration among the three companies [5][6]. Group 3: Strategic Implications - The collaboration is seen as a low-cost compliance strategy, allowing the companies to avoid complex asset restructuring while addressing regulatory concerns [4][6]. - The joint venture is positioned to enhance the overall bargaining power of the Sinochem group in the polycarbonate market, which is crucial given the competitive landscape [6][7]. Group 4: Industry Context - This initiative aligns with the ongoing reforms in state-owned enterprises, where regulatory bodies encourage mergers, acquisitions, and joint ventures to optimize resource allocation and mitigate competition [6][7]. - The establishment of the joint venture serves as a practical example of a lightweight model for addressing competition issues, potentially providing a reference for other state-owned enterprises [6][7][8].

从资金流向上来看，当日陕西国企改革板块主力资金净流出5300.54万元，游资资金净流出1.48亿元，散 户资金净流入2.01亿元。陕西国企改革板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，12月24日陕西国企改革板块较上一交易日上涨0.65%，西部材料领涨。当日上证指数报 收于3940.95，上涨0.53%。深证成指报收于13486.42，上涨0.88%。陕西国企改革板块个股涨跌见下 表： ...