说到太湖边的城市，很多人会想到苏州、无锡，但常州和湖州这对"太湖双子星"却常常被忽略。有意思 的是，这两座城市不仅地理位置相近、文化同源，甚至连面积都差不多，但经济发展水平却天差地别 ——常州的GDP是湖州的2.5倍还多。怎么说呢，这背后的原因，还真值得好好聊聊。 交通区位：一个在"黄金走廊"，一个在"边缘地带" 你如果打开长三角地图，会发现常州的位置简直像是开了挂。它北靠长江，南临太湖，正好卡在沪宁城 市走廊中间，铁路、高速、港口要啥有啥。从常州到上海，高铁只要1小时；到南京，更是40分钟就能 搞定。这种交通便利度，让常州成了产业转移的"香饽饽"，上海、南京的企业要外迁，第一个想到的就 是它。 反观湖州，虽然也在太湖边，但怎么说呢...位置就有点尴尬了。太湖把它和长三角核心区硬生生隔开， 既不在沪宁线上，也不在沪杭走廊里。话说回来，早些年湖州人去上海，得先绕道杭州，路上折腾三四 个小时都是常事。直到2024年沪苏湖高铁开通，情况才好转些，但和常州比还是差了一大截。这种交通 劣势，直接导致湖州错过了早期产业转移的黄金期。 产业结构：高端制造VS传统产业 说到产业，常州可是"苏南模式"的标杆选手。它从乡镇企业起 ...

| W | | | 美元兑离岸人民币 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | USDCNH.FX | | | | | 7.21134 | | 前收 | 7.27730 | 开盘 | | 7.27900 | | -0.06596 | -0.91% | 華品 | 7.21548 | 买入 | | 7.20720 | | 最高 | 7.27937 | 今年来 | -1.71% | 20日 | | -0.95% | | 最低 | 7.20850 | 10日 | -1.24% | 60日 | | -1.06% | | 分时 | モ日 | 日K | 周Ｋ | 月K | 車を | (0) | | 叠加 设均线 | | MA5:7.26225↓ 10:7.27797↓ 20:7.30200↓ | | | | 切走势线 | | 7.44231 | | | | 7.42950 | | | | 7.31900 | | | | | | | | >> 7.19569 | | | | | | 7.20850 - | | | | | TT I T | 1111 ...

事件：物产中大发布 2024年年报。全年实现营业收入为 5995.2亿元，同比上升3.3%；归母净利润为 30.8 亿元，同比下降14.9%；扣非归母净利润为25.0亿元，同比下降17.5%；经营现金流净额为41.49 亿 元，同比增长928.3%。 智慧供应链集成服务主业竞争优势不断稳固。2024年，智慧供应链集成服务实现营业收入5537.70 亿 元，占公司营业收入92.37%；利润总额34.98 亿元，贡献占比53.92%。其中，金属、能源、化工、汽车 服务等核心业务营业规模均位列全国前列。主要品种的经营数据如下：钢材销售7459.46 万吨，矿石销 售4176.80 万吨，煤炭销售5,958.37 万吨，化工销售1639.96 万吨，农产品销售370.61 万吨，油品销售 428.73 万吨，元通汽车跻身2024 年中国汽车经销商集团百强第七名。 现金分红比率持续提高。每股派发现金红利0.21 元(含税)，现金分红和股份回购金额共计11.97 亿元， 占归母净利润比例为38.89%。2015 年整体上市以来合计现金分红99.90 亿元，较好实现了以提高上市公 司内在价值为核心、高质量发展回报投资者的理 ...

校方的反馈从一个侧面说明，职业教育的发展需要高端制造业的支撑，需要满足学生就业的需求。在此前提下， 所谓观念落后，学历歧视等，就很难成为阻碍因素。 这次郑州铁路职业技术学院的"本升专"操作提醒我们：促进职业教育发展，绝非只是观念上的问题，也并非学历 低所致。如果你能给学生提供一份体面的工作，无论是本科还是专科都不重要，甚至本科毕业，学生也可以再考 一个专科。 ▲2024年11月21日，世界职业技术教育发展大会在天津开幕，参会者在职业教育专题展上体验未来产业仿真实训 中心。图/新华社 近日，郑州铁路职业技术学院发布2025年单独考试招生章程，其中动车组检修技术、高速铁路综合维修技术和铁 道交通运营管理专业，面向本科毕业生招生，计划招生135人，毕业后发放专科毕业证。 这则被调侃为"本升专"的招生简章引起舆论高度关注。 学校在回应媒体采访时表示，市场有相关的用人需求，而且，市场对该类专业学生的知识储备和综合素养要求较 高，传统专科生源可能难以满足培养需求。 与之相反，美国职业教育落后的背后是美国制造业的滑坡。20世纪80年代后，美国制造业逐渐转移海外，没有了 制造业，尤其是高端制造业，也就没有了基本的需求，何来发 ...

Macroeconomic Events - The People's Bank of China conducted reverse repurchase operations totaling 279 billion yuan on April 28, with a winning rate of 1.5%, resulting in a net injection of 103 billion yuan after 176 billion yuan matured that day [1] - The manufacturing PMI for April fell to 49.0%, down 1.5 percentage points from the previous month, indicating a contraction in the manufacturing sector [1][2] - The State Council approved nuclear power projects, emphasizing the importance of safety in nuclear development, which is expected to boost related industries and employment [1][2] Industry Data - As of April 27, China has 102 operational, under-construction, and approved nuclear power units, with a total installed capacity of 113 million kilowatts, making it the world's largest nuclear power producer [1][2] - In Q1, China's smartphone market shipped 70.9 million units, a year-on-year increase of 5%, driven by state subsidies and consumer recovery [1][2] International Political Events - The new Canadian government, led by Prime Minister Carney, criticized the previous U.S. trade policies and vowed to strengthen cooperation with Europe and the Asia-Pacific region, potentially impacting trade dynamics [1][3] - The International Court of Justice began hearings on Israel's blockade of Gaza, which may increase international pressure on Israel regarding humanitarian aid access [1][3] Financial Market Performance - The domestic bond market saw an increase in funding rates, with the overnight Shibor rising to 1.606% and the seven-day Shibor to 1.641% [2] - The A-share market exhibited volatility, with the Shanghai Composite Index fluctuating around 3,300 points, while sectors like electricity and AI performed well, contrasting with weaker performance in real estate and finance [2][3] - International markets showed mixed results, with U.S. stocks experiencing varied performances among major Chinese concept stocks, while European indices generally rose [2][3] Market Strategies - In bond investments, increasing the allocation to short-term government bonds is recommended to secure stable coupon income, while monitoring economic data for potential adjustments [4] - For equity investments, focusing on undervalued blue-chip stocks with high dividends is advised, alongside identifying growth opportunities in emerging industries like AI and renewable energy [4] - A diversified asset allocation strategy is suggested to mitigate risks, with dynamic adjustments based on macroeconomic indicators and market conditions [4]

Core Viewpoint - Blue Sky Technology (300487.SZ) has achieved steady growth amidst the global trend of self-sufficiency in the new materials industry and accelerated domestic high-end manufacturing [1] Financial Performance - In 2024, the company reported total revenue of 2.554 billion yuan, a year-on-year increase of 2.62% [1] - Net profit attributable to shareholders reached 787 million yuan, reflecting a year-on-year growth of 9.79% [1] - The increase in net profit outpaced revenue growth, indicating an improvement in the profit structure due to a higher proportion of high-value-added businesses [1] Business Segments - The core growth driver is the adsorption materials segment, which maintained a high gross margin [1] - Basic warehouse business showed stable growth, while life sciences, metal resources, water treatment, and ultra-purification segments experienced significant growth [1] - Basic business revenue reached 2.45 billion yuan, a year-on-year increase of 24.7%, accounting for 96.1% of total revenue [3] Key Business Highlights - Sales revenue from core adsorption materials was 1.99 billion yuan, representing 80.9% of total revenue [4] - The metal resources segment saw sales revenue of 256 million yuan, a year-on-year increase of 30% [4] - Life sciences segment revenue reached 568 million yuan, growing by 28% [5] - Water treatment and ultra-purification segment achieved sales revenue of 688 million yuan, a year-on-year increase of 34% [5] - Chemical and catalytic segment sales reached 202 million yuan, up 42% year-on-year [5] Strategic Focus - The company aims to maintain stable growth in its basic warehouse business and ensure high-quality delivery of major projects like the Tibet Jiezhe project [1][7] - The internationalization strategy will be a key focus area moving forward [1] - The company plans to allocate resources according to the characteristics of its business segments, with metal resources and life sciences being priority areas [7] Market Opportunities - Emerging markets in life sciences, drinking water, new energy, and carbon emissions are expected to open new demand increments, providing a new supply-demand window for domestic upstream suppliers [6] - The company is expanding its local teams in North America and Europe to enhance competitiveness in international markets [5][8] - The establishment of a wholly-owned subsidiary in the U.S. aims to facilitate localized business development [8]

Core Insights - The company reported a revenue of 1.565 billion yuan for 2024, a year-on-year increase of 1.35%, but faced a net loss of 26.21 million yuan attributable to shareholders [1] - In Q1 2025, the company achieved a revenue of 403 million yuan, reflecting a year-on-year growth of 7.52%, with a net profit of 7.70 million yuan attributable to shareholders [1] - The company focuses on low-carbon and environmental protection sectors, strategically planning a business matrix of "environmental catalysts, energy storage and energy storage +, and complex high-performance composite materials" [1] Financial Performance - The company's R&D investment in 2024 totaled 110 million yuan, accounting for 7.01% of revenue, which is a 26.13% increase compared to the previous year [1] - Nearly 70% of the R&D investment was directed towards new materials and new energy [1] Market Expansion - As one of the few major domestic manufacturers in the environmental catalyst field, the company achieved a breakthrough of one million units sold in the passenger vehicle catalyst sector [2] - The company secured multiple platform project designations from major domestic clients and successfully entered the supply chain of a joint venture brand [2] - The hydrogen fuel cell electrocatalyst segment generated sales revenue of 7.32 million yuan in 2024, marking a year-on-year increase of 1273% [2] New Energy Sector Growth - The energy storage and energy storage + segment achieved a revenue of 80.17 million yuan in 2024, with a growth rate exceeding 300% [2] - The company has obtained various certifications for its products, including EU CE certification, CB certification, and CNAS certification [2] Future Outlook - The company is planning to build an annual production capacity of 500,000 square meters of prepreg and 30 tons of aerospace composite components, with the prepreg pilot line already in operation [2] - The manufacturing base is currently under construction and is expected to be operational by the end of 2025 [2] - The company aims to enhance its competitiveness in the fields of environmental protection, new energy, and high-end manufacturing through its strategic layout across three major business segments [2]

证券代码：300441 证券简称：鲍斯股份 宁波鲍斯能源装备股份有限公司投资者关系活动记录表 编号：20250429 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 参会人员名称 胡东明、潘成龙 时间 2025 年 4 月 29 日 8:20-9:20 地点 公司 上市公司接待人员 董事会秘书徐斌 投资者关系活动主 要内容介绍 调研记录： 公司董秘陪同投资者参观公司的主要生产现场，介绍公司的基本情况，并就 投资者关注的问题作相应的沟通。主要沟通内容如下： 问题一：公司经营计划？ 答复：公司将以高端制造和智能制造为发展方向，坚持"进口替代、节能减 排"的产品定位，聚焦主业，加大压缩机、真空泵、液压泵等产品及关键零部件 的研发和生产制造，进一步做强、做大、做透流体机械产业，同时积极拓展国际 市场，推动转型升级，提升经营能力，为客户提供更优质的产品，为股东创造更 大的价值。 1、加强关键零部件制造：在现有产品基础上，加强关键零部件的生产制造， 提升产品竞争力。 2、拓展销售模式与渠道：积极创新销售模式，拓展销售渠道，主动融入全 球产业链，大力 ...

Core Viewpoint - Longhua Group's 2024 annual report indicates a decline in revenue but a stable growth in profitability, driven by the optimization of market structure and expansion into the new energy sector [1][4]. Group 1: Financial Performance - The company achieved an operating revenue of 2.207 billion yuan, a year-on-year decrease of 8.88% [1]. - The net profit attributable to shareholders was 114 million yuan, reflecting a year-on-year increase of 4.08% [1]. - The net profit after deducting non-recurring items was 101 million yuan, up 3.37% year-on-year [1]. Group 2: New Energy Business - Longhua Group made significant progress in its new energy business, adding 77 new clients, including 11 major manufacturers and 66 secondary suppliers [4]. - Sales revenue from the new energy sector reached 386 million yuan, accounting for 17.49% of total operating revenue, marking it as a key growth driver [4]. - The company established stable partnerships with renowned automotive companies such as Honda, Volkswagen, and General Motors [4]. Group 3: Diversification Strategy - The company is actively pursuing a diversification strategy, exploring new applications for its products [5]. - In the carbon-ceramic brake system sector, Longhua has set up dedicated production lines and entered mass production, with products already applied to emerging domestic automotive brands [5]. - The company has delivered metal components for photovoltaic control modules to 13 clients and has entered mass production for over 40 types of metal structural components in the energy storage and battery pack sectors [5]. Group 4: Investment Projects and Capacity Expansion - Longhua Group is steadily advancing its fundraising projects, solidifying its business foundation [7]. - The company has completed its initial public offering fundraising projects, including the construction of an automotive stamping parts production base and a high-strength fasteners production line [7]. - The successful progress of these projects is expected to enhance the company's production capacity in the high-strength fasteners sector and support future market expansion [7].

张大伟 制图 ◎记者 孙小程 面对外部冲击影响，A股上市公司依然交出一份集聚新意与动能的"答卷"，表里行间更是凸显中国经济 发展韧性。 Wind数据显示，截至4月29日21时，已有5304家A股上市公司披露2024年年报，其中3523家实现盈利， 占比66.42%；1019家净利润增幅超20%，占比19.21%。 "这份成绩单背后，是中国经济在复杂环境下的一次'韧性突围'。"中国信息协会常务理事、国研新经济 研究院创始院长朱克力认为，中国经济的韧性源于产业结构、创新能力和全球化布局的协同进化。从 2024年年报可以看出，传统行业与新兴产业加速融合、上市公司主动构建技术护城河、产业链公司灵活 布局海外市场，中国经济正通过多元化的增长极，实现高质量发展。 优结构 新兴产业成新引擎 韧性体现在产业结构中。透过年报可知，中国经济新旧动能接续转换特征鲜明，以人工智能、新能源、 高端制造为代表的新兴产业，逐步成为经济增长新引擎。 一个重要参照是，汽车、电子行业的净利润均实现两位数增长。汽车行业实现营收3.9万亿元，同比增 长6.72%；实现净利润1508.60亿元，同比增长11.16%。电子行业增速更是迅猛，期内实现营收 ...