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港股迎来电解铝龙头,行业高景气度催化创新实业(02788)成长预期
Zhi Tong Cai Jing· 2025-11-24 01:01
(原标题:港股迎来电解铝龙头,行业高景气度催化创新实业(02788)成长预期) 今年以来,港股IPO市场持续活跃。在政策红利释放与流动性改善的双重推动下,前10个月香港共迎来80宗IPO,募集资金总额超过260亿美元, IPO募资规模位居全球首位。 11月24日,创新实业(02788)正式登陆港交所,本次公司发行价为每股10.99港元,最高募资额约为55亿港元,引入包括高瓴、中国宏桥、泰康人 寿、景林、欧力士、中国太保、广发基金、富国基金等在内的17名知名基石投资者,合计认购金额约3.51亿美元,显示出机构投资者对其基本面 的高度认可。 券商数据显示,此前创新实业在公开发售阶段便受到资金热烈追捧,IPO国际配售获40余倍认购,吸引超300家全球顶级机构踊跃下单,包括主权 基金、顶级国际长线、中资长线等多家意见领袖机构强势入驻;香港公开发售获近450倍超额认购,为今年罕见的高热度新股,市场参与度火爆。 按当前募资规模测算,创新实业本次发行募资额有望跻身年度前十,以不含A+H股计,发行募资额有望进入今年前三。 公司暗盘交易表现同样亮眼,两大交易场辉立和富途均大幅上涨,其中辉立暗盘收涨30.57%,收报14.35港 ...
今年以来“江苏造”新能源产品出口表现亮眼
Sou Hu Cai Jing· 2025-11-23 23:32
原题:锂电池、光伏组件、风电叶片等持续热销海外 江苏发力填补世界"绿色缺口" 江苏制造为世界持续提供优质实惠的"绿色产品",让越来越多的消费者买得起、用得起。11月3日,宿 迁阿特斯阳光能源科技有限公司生产的一批太阳能光伏组件产品快速通关,发往巴基斯坦。企业不断加 大技术研发力度、扩大产能布局规模。"2024年我们成功拓展了巴基斯坦市场,今年前三季度出口超4亿 元,是去年全年的3倍。"该公司关务苏茜说。 江苏不断深化与共建"一带一路"国家绿色经济等领域合作,携手推动绿色低碳可持续发展。日前,远景 能源有限公司江阴叶片工厂生产的15支风电叶片在江阴综合保税区完成集货后,将通过海运方式发往埃 及,这是今年该企业发往共建"一带一路"国家的第15票风电叶片。"前9个月,公司出口共建'一带一 路'国家风机设备总值超过1.8亿元,在手订单已排至明年12月。"江阴叶片工厂负责人黄伟告诉记者。 在绿色经济出海的浪潮中,绿色装备的足迹不仅遍布全球风电赛场,更在新能源汽车产业链上加速延 伸。11月3日,安费诺汽车连接系统(常州)有限公司近500类新能源车辆连接器产品陆续下线,随后出口 至塞尔维亚。目前该企业连接器每天出货量有数十 ...
锂电池、光伏组件、风电叶片等持续热销海外江苏发力填补世界“绿色缺口”
Xin Hua Ri Bao· 2025-11-23 23:03
在绿色经济出海的浪潮中,绿色装备的足迹不仅遍布全球风电赛场,更在新能源汽车产业链上加速 延伸。11月3日,安费诺汽车连接系统(常州)有限公司近500类新能源车辆连接器产品陆续下线,随后 出口至塞尔维亚。目前该企业连接器每天出货量有数十万件,不仅供应国内主流整车厂商,也积极深耕 海外市场。今年前三季度,企业出口额达3.14亿元,同比增长5.7%。"企业正积极融入'一带一路'广阔市 场,今年打开了中东欧新市场。"该公司物流经理陈玉平说。 上海问电新能源科技有限公司是一家集锂电池研发、生产与销售于一体的高新技术民营企业。该公 司昆山仓库内,320台便携式储能锂电池查检合格后近日发往海外。这些储能锂电池容量为1200瓦,体 积0.02立方米,重量10.2千克。"便携式储能锂电池具有高效环保、安全便捷的特点,能满足户外休闲、 居家应急等各类场景的用电需求,可为100瓦交流用电器提供约8小时的供电。"该公司负责人李番军介 绍,针对不同使用场景和使用习惯,该公司不断提高锂电产品的安全性能、优化包装设计,获得海外消 费者的认可。今年1—10月公司出口锂电产品1760万元,同比增长近一倍。据昆山海关统计,今年1—10 月昆山出 ...
建强通道,陕西开拓与中亚合作新天地
Shan Xi Ri Bao· 2025-11-23 22:55
Core Insights - In the first ten months of this year, Shaanxi's trade with Central Asia reached 9.44 billion yuan, marking a year-on-year increase of 29.7% [1] - The establishment of logistics hubs and air routes has significantly enhanced trade efficiency and connectivity between Shaanxi and Central Asia [2][5] Trade Performance - Shaanxi's imports and exports to Kazakhstan amounted to 5.32 billion yuan, a year-on-year increase of 130%, accounting for half of Shaanxi's total trade with Central Asia [2] - Major export products from Shaanxi to Central Asia include automobiles, textiles, and agricultural products, with exports valued at 2.12 billion yuan, 390 million yuan, and 290 million yuan respectively [10] Logistics and Infrastructure Development - The logistics hub at the Kazakhstan Xi'an Port has handled over 150,000 tons of goods since its operation began in 2024, marking a historic upgrade in logistics cooperation between China and Kazakhstan [2] - The opening of the T5 terminal at Xi'an Xianyang International Airport has increased annual flight capacity to 600,000 takeoffs and landings, enhancing the airport's ability to support growing air traffic to Central Asia [6] Digital and Regulatory Innovations - The implementation of a comprehensive digital service platform by Xi'an Customs has improved customs efficiency, reducing overall clearance time by 2 to 3 days [3][4] - Innovative regulatory models have been introduced for the export of specific products, such as wooden doors, allowing for real-time monitoring and expedited clearance processes [7][8] Agricultural Cooperation - Shaanxi has provided advanced apple planting technology to Tajikistan, facilitating the export of 16,000 apple seedlings to support the establishment of a friendship orchard [9] - The successful cultivation of apple seedlings demonstrates the practical cooperation between China and Tajikistan in agriculture [9]
学习贯彻党的二十届四中全会精神中央宣讲团在澳门宣讲(学习贯彻党的二十届四中全会精神)
Ren Min Ri Bao· 2025-11-23 22:20
本报澳门11月23日电 (记者富子梅)22日至23日,学习贯彻党的二十届四中全会精神中央宣讲团在澳 门特区为中央驻澳机构和中资企业代表、澳门特区管治团队、社会各界人士进行了三场宣讲,并赴横琴 粤澳深度合作区调研及交流。 中央宣讲团成员,中国科学院院长、党组书记侯建国分领域介绍"十五五"时期对推进中国式现代化具有 重大牵引、驱动、支撑作用的战略任务和重大举措。他表示,"十五五"规划建议提出加强原始创新和关 键核心技术攻关,推动科技创新和产业创新深度融合,一体推进教育科技人才发展、深入推进数字中国 建设等部署,建议澳门加强和大湾区其他城市协同合作,加大应用场景建设和开放力度,加快重大科技 成果高效转化利用,培育发展新质生产力。他还建议澳门充分发挥中葡商贸合作服务平台作用和自由 港、单独关税区优势,助力内地企业"走出去",共同参与高质量共建"一带一路",打造高水平对外开放 桥头堡,在畅通国内国际双循环中发挥更大作用。 中央宣讲团成员,中央财经委员会办公室副主任、中央农村工作领导小组办公室副主任祝卫东围绕党的 二十届四中全会的重大意义,"十五五"时期我国经济社会发展形势任务、指导方针和主要目标作出全面 系统深入的解读 ...
五十五载相知相守 中国埃塞共赴新程(大使随笔)
Ren Min Ri Bao· 2025-11-23 22:17
Core Points - The 55th anniversary of diplomatic relations between China and Ethiopia highlights the evolution from "comprehensive cooperative partners" to "all-weather strategic partners," showcasing China's commitment to genuine cooperation with Africa [1] - Political mutual trust between China and Ethiopia continues to deepen, with significant meetings and support for each other's core interests, including Ethiopia's recent accession to the BRICS group [1][2] - Practical cooperation between the two countries is expanding across various sectors, including infrastructure, trade, and digital economy, with initiatives like zero-tariff policies and joint energy projects [2] - Cultural exchanges are increasingly close, with educational programs and medical assistance fostering mutual understanding and goodwill between the peoples of China and Ethiopia [3] - The recent Fourth Plenary Session of the 20th Central Committee of the Communist Party of China has garnered attention in Ethiopia, with expectations for enhanced strategic cooperation [4] Group 1: Political Relations - The relationship has evolved significantly over 55 years, reflecting a commitment to mutual support and shared development goals [1] - Ethiopia's participation in the BRICS group is seen as a new impetus for deepening bilateral relations [1] Group 2: Economic Cooperation - China has implemented zero-tariff measures for Ethiopian products, facilitating exports such as coffee and flowers [2] - Infrastructure projects like the Addis Ababa-Djibouti Railway and new airport constructions are enhancing connectivity [2] - Joint initiatives in green development and digital economy are underway, including a natural gas project aimed at reducing energy import dependence [2] Group 3: Cultural Exchange - The establishment of the Confucius Institute and various training programs are fostering language skills and vocational training in Ethiopia [3] - Cultural events and media exchanges are promoting mutual understanding and appreciation [3] - The upcoming "China-Africa Cultural Exchange Year" in 2026 aims to further strengthen people-to-people ties [3]
2025 年林产品国际贸易交流促进会圆满落幕 共绘全球林木业开放韧性可持续发展新蓝图
Sou Hu Cai Jing· 2025-11-23 15:16
Core Insights - The "2025 International Trade Exchange Promotion Conference for Forest Products" was held in Nanning, Guangxi, focusing on the theme of "Open, Resilient, Sustainable" to explore new trends and sustainable development paths in international trade of forest products under globalization [1][3]. Group 1: Conference Overview - The conference was co-hosted by the Guangxi Forestry Bureau, China National Forestry Products Industry Association, and the Guigang Municipal Government, attracting over 200 participants from domestic and international forestry sectors, organizations, enterprises, and media [3]. - Keynote speeches highlighted the importance of the conference in fostering international cooperation and helping enterprises understand global market dynamics [3]. Group 2: Reports and Discussions - The main report provided insights into new opportunities and challenges for forest products under the Belt and Road Initiative, as well as the current status and trends in international trade of forest products [5]. - The conference featured discussions on sustainable development experiences from international guests, innovative export models, and green intelligent manufacturing paths from domestic representatives, showcasing cutting-edge explorations in the field of international trade for forest products [5]. Group 3: Future Directions - The conference concluded with a consensus on its significance in building a high-level, professional exchange platform for global forest product trade, which is crucial for accelerating the transformation and integration of China's forestry industry into the global value chain [5]. - The China National Forestry Products Industry Association emphasized its commitment to deepening international cooperation and constructing a more resilient and sustainable supply chain for forest products, aiming for higher quality development in the forestry sector [5].
支持非洲现代化合作倡议
Xin Hua She· 2025-11-23 13:39
新华社约翰内斯堡11月23日电 支持非洲现代化合作倡议 中华人民共和国政府、南非共和国政府于2025年11月22日在二十国集团(G20)约翰内斯堡峰会期 间共同发起《支持非洲现代化合作倡议》。内容如下: 1、 序言 1. 1 我们重申《支持非洲现代化合作倡议》旨在支持落实非盟《2063年议程:我们希望的非洲》及 其七个核心愿景和非洲大陆自由贸易区建设,进一步阐明我们致力于成功实现非盟《2063年议程》关键 阶段——第二个十年实施计划的坚定决心。 1. 2 我们认为,实现现代化是世界各国的共同追求和不可剥夺的权利。我们呼吁国际社会为非洲可 持续发展提供助力,不让一个国家在现代化道路上掉队。我们认为现代化是实现《2063年议程:我们希 望的非洲》的路径和引擎,有助于实现非洲大陆经济、社会和技术转型,确保全体非洲人民实现可持续 和包容性发展。 1. 3 我们赞赏 习近平 主席在G20里约热内卢峰会上宣布中国支持全球发展的八项行动,并忆及中国 在推动G20杭州峰会发布《支持非洲和最不发达国家工业化倡议》中发挥的作用,欢迎G20约翰内斯堡 峰会聚焦"团结、平等、可持续"主题。 1. 4 我们欢迎中国式现代化为包括非洲在 ...
王毅表态:3个绝不允许
Zhong Guo Ji Jin Bao· 2025-11-23 09:06
Core Points - The first strategic dialogue between China and Tajikistan was held, focusing on deepening mutual cooperation and implementing the consensus reached by the leaders of both countries [1][4] - China aims to enhance the comprehensive strategic partnership with Tajikistan, emphasizing high-quality development and the Belt and Road Initiative [1][2] Group 1: Strategic Cooperation - Both countries agreed to establish a strategic dialogue mechanism to strengthen communication and mutual trust in response to new challenges and risks [2][3] - China expressed unwavering support for Tajikistan's development path and national security measures, opposing external interference in Tajikistan's internal affairs [2][4] Group 2: Economic and Cultural Collaboration - The dialogue emphasized the need to enhance economic and trade cooperation, including increasing imports of high-quality Tajik agricultural products and encouraging Chinese investments in Tajikistan [3][4] - Cultural exchanges will be promoted through institutions like Confucius Institutes and health initiatives, aiming to strengthen people-to-people ties [3][4] Group 3: Security and Multilateral Cooperation - Both nations committed to strengthening security cooperation to address various risks and challenges, including terrorism [3][5] - China supports Tajikistan's greater role in international platforms and collaboration within organizations like the Shanghai Cooperation Organization [3][5]
王毅表态:3个绝不允许
中国基金报· 2025-11-23 09:00
Core Viewpoint - The strategic dialogue between China and Tajikistan aims to deepen mutual cooperation and implement the consensus reached by the leaders of both countries, marking a new phase in their bilateral relations [2][4]. Group 1: Strategic Cooperation - China and Tajikistan are described as good friends and partners, with their relationship continuously improving under the strategic guidance of their leaders [4]. - The two countries have held two meetings this year, which have led to new deployments for bilateral relations [4]. - China expresses its commitment to support Tajikistan's development path that aligns with its national conditions and to oppose any external interference in Tajikistan's internal affairs [6][8]. Group 2: Economic and Trade Relations - Both parties aim to enhance the scale of economic and trade cooperation, utilizing platforms like the China-Tajikistan intergovernmental economic cooperation committee [7]. - China is willing to increase imports of high-quality agricultural products from Tajikistan and encourage Chinese enterprises to invest in Tajikistan [7]. Group 3: Cultural and Human Exchange - The two countries plan to enhance cultural exchanges through institutions like Confucius Institutes and health initiatives, aiming to boost local cooperation and friendship [7]. Group 4: Security Collaboration - China and Tajikistan recognize their shared security interests and aim to jointly address various risks and challenges, including terrorism [8]. Group 5: Multilateral Cooperation - China supports Tajikistan's greater role in international platforms like the United Nations and aims to strengthen collaboration within the Shanghai Cooperation Organization and China-Central Asia mechanisms [8].