92岁的李嘉诚，没有继续沉默。 文摘：中美关税回暖之际，92岁李嘉诚罕见深夜发声，否认"贱卖港口"传闻。一纸声明背后，是一次精准布局，更是一场资本老狐狸的悄然转舵。 5月12日深夜，香港媒体圈被一纸声明刷了屏。李嘉诚罕见地通过长和集团发声，否认"贱卖战略港口予美资"的传闻，语气不绕、不拖、不软，直来直 去。 就在几个小时前，中美刚在日内瓦发布联合声明，表示将"分阶段取消2018年以来的惩罚性关税"。 这一切，太巧，又太不寻常。 他为何选在这个节点说话？他到底是在回应风波，还是在用一场极具分寸感的"发声"，给市场一个判断信号？ 我们得从头看起。 这回李嘉诚开口，不像平时那么"克制"了 5月12日下午5点，中美联合声明落地。两国首次就"降温"达成共识，承诺将逐步撤销部分惩罚性关税。这是2018年贸易战以来，罕见的"官方松口"。 香港资本圈立马躁动起来，有人说，"是不是又要重新挂钩了？" 就在大多数人还在琢磨怎么解读这个信号时，李嘉诚动了。 晚上11点，他旗下长和集团发布声明，否认"以低价向美国资本出让港口"的传闻。媒体用了"深夜发声""罕见澄清"这些字眼，其实已经很节制了。因为了 解李嘉诚的人都知道，他一般是能不 ...

证券之星消息，2025年5月13日赫美集团（002356）发布公告称公司于2025年5月13日召开业绩说明会。 具体内容如下： 问：31.35亿元风电制氢项目进度仅 0.09%，如何筹措资金？预计何 时产生收益？ 答:投资者您好！该项目的建设资金除公司自有资金以外，还将通 过融资、盘活资产以及引入产业基金 等方式和途径筹集资金。公司将根 据政策调整、市场波动等因素，从实际出发及时调整本项目投资规 模及 进展方向。根据项目的后续进展情况及时履行信息披露义务，敬请投资 者理性投资，注意投资风 险。谢谢关注！ 问：2025年有没有进一步的资产注入计划，投资的项目为什么一直处 于前期阶段？ 答:投资者您好！取得项目所需用地及项目建设过程中涉及环评、 立项、规划、设计、施工等环节，需 要获得有关部门批复，存在不确定 性，公司将按照法律法规的要求办理环评、规划、施工许可等手 续。如 因国家或地方政策调整、项目审批实施条件发生变化、外部因素影响等， 项目可能存在顺延、 变更、中止、终止或可能存在未获得有关机构批准 等风险，敬请注意投资风险。公司如有重大事项达 到信息披露标准，将 通过公告的形式进行披露。谢谢关注！ 问：管理 ...

Core Viewpoint - The company, formerly known as Xinhuhongbao, has transformed into Quzhou Development (600208) and is benefiting from strategic investments in high-tech sectors, marking a new phase of growth following state-owned capital's entry and a name change [1][8]. Financial Performance - In 2024, the company reported a revenue of 16.485 billion yuan and a net profit of 2.007 billion yuan, with a net profit attributable to shareholders of 1.016 billion yuan. The net profit excluding non-recurring items increased by 125.91% year-on-year to 1.752 billion yuan [1]. - As of the end of the reporting period, the company's net assets amounted to 41.897 billion yuan, and total assets reached 97.028 billion yuan, indicating a stable asset performance [1]. - The company's debt-to-asset ratio improved to 56.26%, a decrease of 4.34 percentage points year-on-year, while the debt-to-asset ratio excluding advance receipts was 53.81%, maintaining a relatively low level in the industry [1]. Strategic Transformation - The company is transitioning from a real estate-focused business to a high-tech enterprise, leveraging the advantages of a mixed-ownership structure following the entry of Quzhou Industrial Group as the actual controller [3][8]. - The company has made significant investments in high-tech sectors, becoming a key shareholder in several high-tech firms, and is now beginning to realize returns on these investments [3][4]. Real Estate Business - The real estate sector remains a core revenue contributor, generating 16.292 billion yuan in revenue, accounting for over 98.8% of total revenue, with a slight decline of 2.6% year-on-year [6]. - The gross profit margin for the real estate business was 37.51%, positioning it favorably within the industry [6]. - The company is actively working to optimize its real estate portfolio by accelerating the development of quality projects and focusing on high-energy cities like Shanghai, which contributed 12.305 billion yuan in revenue, a year-on-year increase of 13.16% [6]. Investment in High-Tech - The company has received 1.909 billion yuan from dividends and investment realizations from its high-tech investments, which are crucial for its profit and cash flow [4]. - Current investments include companies specializing in wide bandgap semiconductor materials, infrared optical materials, blockchain standards, big data software, and digital human technology, among others [4][5]. - The company plans to accelerate investments in emerging technologies such as artificial intelligence, quantum computing, and cloud computing, aiming to cultivate new business models and enhance production capabilities [5]. Asset Management and Debt Reduction - The company is focusing on revitalizing existing assets, particularly in the Wenzhou Pingyang and Nantong Qidong coastal reclamation projects, to reduce debt and improve cash flow [7]. - The net debt ratio decreased by 2.46 percentage points to 57.6%, ensuring financial safety and a good credit record amid a challenging industry environment [7]. - As of the end of the reporting period, interest-bearing liabilities totaled 30.899 billion yuan, accounting for 31.85% of total assets, reflecting a reduction in debt levels [7].

报名：首届全球心血管大会 | 最新议程 合作伙伴征集：2025全球手术机器人大会 2025年5月9日，新医疗科技巨头 舒万诺 Solventum （纽交所代码：SOLV） 公布了2025年第一季度财报表现。该季度销售额为 21亿美元 （约143亿元人民币），同 比增长 2.7% ， 调整后的每股收益（EPS）为 1.34美元 ，均超出市场预期。 股价因此上涨 5% ，收于 70.02美元 。 自2024年4月从3M分拆以来， Solventum已迅速进入独立运营阶段，并在2025年第一季度交出了亮眼的财报。本文将深入分析舒万诺的财务表现、战略转型进展以 及面临的挑战和风险。 # 财务表现与未来展望 2025年第一季度， Solventum 在各大业务板块的表现强劲，具体财务数据如下： MedSurg（医疗外科） ： 销售额为 12.81亿美元 （约61%），同比增长 3.4% ，主要得益于 V.A.C.负压伤口治疗系统 和 Tegaderm透明敷料 的市场需求。 Dental Solutions（牙科解决方案） ： 销售额为 3.36亿美元 （约16%），同比增长 0.4% ，其中， SprintRay合作 ...

2024年及2025Q1公司综合毛利率yoy分别-0.1/-1.0pct至13.3%/10.9%。2024年公司工程/电力投资与运营毛利率分别yoy+0.1/+0.5pct至11.0%/44.9%，主要业务毛利率均改善。费用 战略转型前景值得期待，维持"买入"评级 考虑宏观投资节奏影响等，调整盈利预测。我们预计公司2025-2027收入yoy分别+8%/+10%/+10%至6,852/7,545/8,267亿，归母净利yoy分别为+10%/+9%/+8%至132/143/155亿。公司 风险提示：基建及电力能源投资需求低于预期，减值影响加大风险，运营业务不及预期。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 投资事件 公司公告2024年年报及2025年一季报。2024年公司收入、归母净利、扣非归母净利分别为6,337、120、111亿，yoy分别+4%、-7%、-5%。2024Q4及2025Q1公司收入、归母净利、扣非归母 收入延续正增，坚定推进电力投资与运营战略转型 公司收入增长延续较好韧性。2024年公司工程/电力投资与运营收入yoy分别+4%/+6%至5,750/254亿。 ...

Core Viewpoint - Nanjing Chemical Fiber aims to achieve a turnaround from losses to profits through a strategic asset restructuring, which involves the acquisition of 100% of Nanjing Craft Equipment Manufacturing Co., Ltd. and a shift in its main business focus to the research, production, and sales of rolling functional components [2][8]. Transaction Overview - The transaction consists of three main components: significant asset replacement, issuance of shares and cash payment for asset acquisition, and fundraising for supporting funds [4][5]. - Nanjing Chemical Fiber plans to replace assets valued at 729 million yuan with assets worth 1.607 billion yuan, resulting in a difference of 877 million yuan to be paid through share issuance and cash [4][5]. - The company intends to raise up to 500 million yuan from no more than 35 specific investors, with a minimum subscription of 100 million yuan from the new industrial group [4][5]. Financial Impact - Before the transaction, Nanjing Chemical Fiber's main business was producing viscose staple fiber and other products, which faced continuous losses. The company reported net losses of 177 million yuan, 185 million yuan, and 449 million yuan over the past three years, totaling over 800 million yuan [8][10]. - Post-transaction projections indicate a decrease in revenue from 663 million yuan to 497 million yuan, but a shift from a net loss of 449 million yuan to a profit of 410 million yuan, indicating a successful turnaround [10]. - Key financial metrics post-transaction show total assets increasing by 2.90%, total liabilities decreasing by 53.31%, and equity attributable to shareholders rising by 144.44% [12]. Strategic Rationale - The urgency for transformation stems from the traditional business's ongoing losses, while the rolling functional components industry is experiencing growth and presents significant market opportunities [8][13]. - The restructuring is seen as a move towards enhancing sustainable profitability and development potential, aligning with national strategic goals [8][13]. - The transaction is expected to mitigate potential delisting risks for Nanjing Chemical Fiber by replacing underperforming assets with high-potential ones [13].

投资者关系活动记录表 编号：2025-001 投资者关系活动类别 ☐特定对象调研 ☐分析师会议 ☐媒体采访 业绩说明会 ☐新闻发布会 ☐路演活动 ☐现场参观 ☐其他（请文字说明其他活动内容） 参与单位名称及人员姓名 线上参与公司2024年度网上业绩说明会的全体投资者 时间 2025年05月09日 15:00-16:30 地点 价值在线（https://www.ir-online.cn/）网络互动 上市公司接待人员姓名 董事长 刘召贵 董事会秘书 肖廷良 财务总监 吴志进 独立董事 王刚 投资者关系活动主要内容 介绍 1.根据《上市规则》，公司被ST后若2024年继续亏损或审计意见 未改善将面临退市。管理层是否有明确的扭亏计划（如资产重组、债 务优化）？当前净资产如何？ 答:尊敬的投资者，您好！公司2025年第一季度处于盈利状态， 公司主营业务分析仪器行业持续经营稳定，管理层明确将聚焦主业， 逐步剥离PPP项目。2025年3月31日归属于上市公司股东净资产 128,051.39万元。 2.年报显示环境监测仪器业务营收同比下降28%，毛利率下滑至 行业低位。请分析核心产品竞争力流失原因，是否考虑战略转型或剥 离非 ...

在餐饮行业利润大幅缩水的2024年，和府捞面以25亿元营收交出了一份逆势增长的成绩单。这家以"书房里的养生面"闻名的中式餐饮企业，在行业寒冬中实 现了连续多年营收正增长，但亮眼数据背后暗藏隐忧：全年同店销售额同比下滑15%的指标，暴露出存量市场竞争的残酷性。面对消费分级加剧与行业加速 洗牌的双重压力，和府捞面正通过战略调整寻找新的增长密码。 2024年餐饮市场的艰难程度超出预期。北京、上海等一线城市餐饮利润总额断崖式下跌，老牌高端餐厅批量退场，折射出行业整体盈利能力的萎缩。在此背 景下，和府捞面以"壮士断腕"的姿态宣布全线产品降价32%，同时引入有机认证食材重塑"健康普惠"品牌形象。这场被业界称为"价格与品质双重革命"的变 革，虽带动客流回暖，却未能完全对冲同店销售额下滑的压力。 为破解消费者对产品品质的信任危机，和府捞面祭出中央厨房透明化战略。通过全网公开生产线实况、招募"一日老板"探厂直播等创新举措，将原料筛选、 汤底熬制等核心环节置于公众视野。这场累计吸引85万人次围观的透明化运动，止住品牌口碑下滑趋势，同时也为后续流量转化奠定基础。值得关注的是， 其供应链体系经过十年打磨，已具备支撑全国500余家直营 ...

Group 1 - De Beers announced the closure of its lab-grown diamond brand Lightbox, marking a strategic shift back to its core business of natural diamonds after entering the synthetic diamond market in 2018 [1][2] - The company previously launched Lightbox to counter the rising market share of lab-grown diamonds, pricing 1-carat synthetic diamonds at $800, which was only a quarter of the market price at that time [1] - The wholesale price of lab-grown diamonds has dropped over 60% in three years, with the current price of 1-carat synthetic diamonds falling below $200, which is more than 40% lower than Lightbox's retail price [1] Group 2 - De Beers CEO Al Cook stated that the value of lab-grown diamonds in the jewelry sector is declining, highlighting the growing distinction between these products and natural diamonds [2] - The strategic retreat occurs during a period of significant adjustment in the diamond industry, with the global rough diamond price index down 23% from its peak in 2022 due to weak consumer demand [2] - The parent company, Anglo American, has listed De Beers as a business to be divested as part of its asset optimization strategy, and exiting the lab-grown diamond market may enhance the attractiveness of De Beers for potential buyers [2]

第一，全球能源储量的不可持续性风险加剧。以化石能源为主导的能源消费结构，支撑了工业化以来经 济社会的高速发展，但化石能源消耗也带来巨大隐患。挪威国际气候研究中心、联合国环境规划署等国 际机构的统计数据显示，截至2023年全球消耗矿物能源总量约占总储量的50%以上。其中，煤炭、石油 及天然气储产比分别为139、53.5及48.8，天然气开采年限不足50年，化石能源日益枯竭，进而给人类可 持续发展带来严峻挑战。 面对风云诡谲、动荡多变的全球政治格局，以及我国能源安全状况，应做好超前谋划与系统部署，精准 施策，进一步保障我国能源安全。 4月末，西班牙、葡萄牙遭遇大停电，共计超5000万民众生活被彻底打乱，交通、通信、医疗等关键领 域停摆。这次停电事件再次敲响了全球能源体系安全的警钟。 能源安全是关系国家经济社会发展的全局性、战略性、基础性问题，已成为保障国家安全的关键。当 前，全球能源体系加快重塑，复杂严峻的外部环境不断加剧能源安全风险，因此亟待精准施策，进一步 保障我国能源安全。 全球能源安全形势不容乐观 当今，全球能源安全形势不容乐观。主要表现在以下几个方面。 四方面发力应对能源安全挑战 面对风云诡谲、动荡多变 ...