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未来5年不缺机会!“十五五”力挺的6类专业
Sou Hu Cai Jing· 2025-11-24 13:35
Group 1: Technology Engine - The core driving forces of industry upgrades are artificial intelligence, big data, and cloud computing, which are penetrating various sectors from smart manufacturing to public services [2] - There is a growing demand for high-end digital technology talent, particularly in fields such as AI, computer science, data science, cybersecurity, and IoT [2] Group 2: New Energy and Low-Carbon Environmental Protection - The "dual carbon" goals (peak carbon emissions by 2030 and carbon neutrality by 2060) are reshaping China's energy structure and industrial logic [3] - The transition to new energy sources, low-carbon technology development, and circular economy are becoming inevitable trends, supported by strong policies and expanding market demand [3] - Employment opportunities are emerging across energy production, engineering construction, and environmental governance [3] Group 3: Biomedicine and Health Sciences - The "Healthy China 2030" strategy is driving rapid development in fields such as precision medicine, genetic technology, and biopharmaceuticals [5] - Professionals with both research capabilities and practical experience will be the core competitive force in the healthcare industry [5] - Recommended fields include biomedical engineering, biotechnology, public health, and health management [5] Group 4: Intelligent Manufacturing and Industrial Internet - The essence of Industry 4.0 is to inject "soul" into manufacturing, leading to the inevitable transformation towards intelligent and digital manufacturing [6] - There is a significant talent gap in fields such as intelligent manufacturing engineering, industrial engineering, and robotics [6] Group 5: Modern Agriculture and Smart Agriculture - The rural revitalization strategy is promoting the transition from traditional agriculture to smart production [8] - Areas such as agricultural information technology and rural e-commerce present substantial potential for graduates [8] - Recommended fields include smart agriculture, agricultural information technology, and agricultural economics [8] Group 6: Cross-Disciplinary and Composite Professions - The future demand is for "bridge-type" talents who can integrate technology with industry, rather than single-domain experts [9] - Emerging interdisciplinary fields include AI in medicine, new energy materials, fintech, and pollution control technology [9] Group 7: Practical Tips for Choosing Schools and Majors - Interest is highlighted as the best teacher, emphasizing the importance of choosing fields that are not only promising but also enjoyable [11] - Mastery of foundational subjects like mathematics and physics is crucial for future adaptability in various popular majors [11] - Attention should be given to universities with unique disciplines, especially non-elite institutions in specific niches that offer high-quality employment resources [11]
中鼎智能“再战”港交所,丁氏父子“再造”上市公司
Sou Hu Cai Jing· 2025-11-24 10:07
Group 1 - The rise of new energy vehicles is driving the development of upstream industries, including intelligent logistics for lithium batteries [2] - Zhongding Intelligent (Wuxi) Technology Co., Ltd. plans to go public on the Hong Kong Stock Exchange, having previously submitted an IPO application that became invalid [3] - As of 2024, Zhongding Intelligent ranks fourth in the domestic intelligent intralogistics solutions industry with a market share of 1.7%, and first in the new energy lithium battery sector with a market share of 22.1% [3] Group 2 - Intelligent intralogistics solutions automate and optimize the internal logistics processes in warehouses, factories, and production lines through hardware, software, and data technology [4] - Zhongding Intelligent has a historical background tracing back to Suzhou Crane Factory, which specialized in automated storage systems [4] - The company has been gradually recognized in the intelligent intralogistics field through partnerships with new energy companies since its establishment [4] Group 3 - Noli Co., Ltd. holds 99.6% of Zhongding Intelligent's shares, with the remaining 0.4% held by an employee platform [5] - Noli Co., Ltd. is a well-known manufacturer of warehouse logistics handling vehicles, reporting a revenue of 5.03 billion yuan and a net profit of nearly 400 million yuan in the first three quarters of this year [5] Group 4 - Zhongding Intelligent's main product is intelligent intralogistics solutions, which integrate management software with various logistics equipment to enhance operational efficiency [6] - The revenue from intelligent intralogistics solutions has consistently accounted for around 95% of the company's total revenue during the reporting period [7] - The company has established a significant customer base in the new energy sector, with sales revenue from this sector exceeding 75% of its total revenue during the reporting period [7] Group 5 - The market for intelligent intralogistics solutions in China is projected to exceed 200 billion yuan by 2029, with the new energy sector expected to reach 15.5 billion yuan [8] - Zhongding Intelligent has substantial market expansion potential, as the new energy sector currently represents less than 10% of the overall market size [8] Group 6 - Zhongding Intelligent's revenue is heavily reliant on a few major clients, with over 71% of revenue coming from the top five clients during the reporting period [9] - The company has faced challenges in maintaining its competitive edge in bidding processes, with a declining bid success rate [9] - Legal disputes with upstream suppliers have also posed risks, including multiple contract disputes and significant claims against the company [10]
晶盛机电涨2.05%,成交额3.62亿元,主力资金净流入924.42万元
Xin Lang Cai Jing· 2025-11-24 06:31
Core Viewpoint - The stock of Jing Sheng Mechanical & Electrical Co., Ltd. has shown fluctuations in recent trading sessions, with a notable increase on November 24, 2023, despite a significant decline over the past few weeks [1][2]. Group 1: Stock Performance - On November 24, 2023, Jing Sheng's stock rose by 2.05%, reaching 34.79 CNY per share, with a trading volume of 362 million CNY and a turnover rate of 0.86%, resulting in a total market capitalization of 45.559 billion CNY [1]. - Year-to-date, the stock price has increased by 10.44%, but it has decreased by 9.28% over the last five trading days and 13.35% over the last 20 days, while showing a 14.18% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Jing Sheng reported a revenue of 8.273 billion CNY, a year-on-year decrease of 42.86%, and a net profit attributable to shareholders of 901 million CNY, down 69.56% year-on-year [2]. - The company has distributed a total of 3.241 billion CNY in dividends since its A-share listing, with 2.027 billion CNY distributed over the past three years [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 86,800, a rise of 25.88%, while the average number of circulating shares per person decreased by 20.56% to 14,189 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 42.4866 million shares, a decrease of 538,400 shares from the previous period [2].
凯尔达涨2.01%,成交额2494.53万元,主力资金净流入15.22万元
Xin Lang Cai Jing· 2025-11-24 05:46
Core Viewpoint - Kailida's stock has shown volatility with a year-to-date increase of 21.22%, but recent trends indicate a decline over various time frames, raising concerns about its short-term performance [1][2]. Financial Performance - For the period from January to September 2025, Kailida achieved a revenue of 504 million yuan, reflecting a year-on-year growth of 11.72%. However, the net profit attributable to shareholders decreased by 56.42% to 12.75 million yuan [2]. - Since its A-share listing, Kailida has distributed a total of 107 million yuan in dividends, with 67.51 million yuan paid out over the last three years [3]. Stock Market Activity - As of November 24, Kailida's stock price was 32.03 yuan per share, with a market capitalization of 3.519 billion yuan. The stock experienced a trading volume of 24.95 million yuan and a turnover rate of 0.72% [1]. - The stock has appeared on the "龙虎榜" three times this year, with the most recent instance on February 11, where it recorded a net buy of -13.90 million yuan [1]. Shareholder Information - As of September 30, 2025, Kailida had 7,102 shareholders, a decrease of 2.42% from the previous period. The average number of circulating shares per person increased by 2.48% to 15,468 shares [2]. - Among the top ten circulating shareholders, the 华夏中证机器人ETF holds 1.8265 million shares, an increase of 333,700 shares from the previous period, while the 天弘中证机器人ETF is a new entrant with 724,700 shares [3]. Business Overview - Kailida, established on March 17, 2009, and listed on October 25, 2021, specializes in the research, production, and sales of welding robots and industrial welding equipment. The revenue composition is 68.86% from industrial robots, 23.78% from industrial welding equipment, and 7.36% from other sources [1][2].
金麒麟涨2.06%,成交额1954.02万元,主力资金净流出267.61万元
Xin Lang Zheng Quan· 2025-11-24 05:39
Group 1 - The core viewpoint of the news is that Jin Qilin's stock has shown fluctuations in price and trading volume, with a notable increase in revenue and profit year-on-year [1][2]. - As of November 24, Jin Qilin's stock price increased by 2.06% to 17.87 CNY per share, with a total market capitalization of 3.503 billion CNY [1]. - The company has experienced a net outflow of main funds amounting to 2.6761 million CNY, with significant selling pressure observed [1]. Group 2 - For the period from January to September 2025, Jin Qilin achieved operating revenue of 1.381 billion CNY, representing a year-on-year growth of 12.23%, and a net profit attributable to shareholders of 133 million CNY, reflecting a substantial increase of 95.63% [2]. - The company has distributed a total of 668 million CNY in dividends since its A-share listing, with 284 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of Jin Qilin's shareholders increased to 22,100, marking a 7.99% rise, while the average circulating shares per person decreased by 7.40% to 8,863 shares [2][3].
宏润建设跌2.07%,成交额1.10亿元,主力资金净流入472.67万元
Xin Lang Cai Jing· 2025-11-24 05:30
Core Viewpoint - Hongrun Construction's stock price has shown significant volatility, with a year-to-date increase of 89.18%, but recent declines in the short term raise concerns about its performance [1][2]. Financial Performance - For the period from January to September 2025, Hongrun Construction reported a revenue of 4.262 billion yuan, a year-on-year decrease of 0.47%, and a net profit attributable to shareholders of 244 million yuan, down 2.41% year-on-year [2]. - Cumulative cash dividends since the company's A-share listing amount to 1.293 billion yuan, with 342 million yuan distributed over the past three years [3]. Stock Market Activity - As of November 24, Hongrun Construction's stock price was 9.48 yuan per share, with a market capitalization of 11.729 billion yuan [1]. - The stock has experienced a 5.11% decline over the last five trading days and a 14.98% decline over the last 20 days, despite a 39.41% increase over the past 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent instance on November 3, where it recorded a net buy of -140 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Hongrun Construction was 35,200, an increase of 2.55% from the previous period, with an average of 31,972 circulating shares per shareholder, a decrease of 2.48% [2]. - Hong Kong Central Clearing Limited is the fourth-largest circulating shareholder, holding 16.576 million shares as a new shareholder [3]. Business Overview - Hongrun Construction, established on December 29, 1994, and listed on August 16, 2006, primarily engages in municipal public works, building construction, urban rail transit engineering, and real estate development [2]. - The company's revenue composition includes 76.18% from construction and municipal infrastructure investment, 20.80% from renewable energy development, 5.53% from real estate development, and 0.69% from other businesses [2].
回到工厂:那些诞生于制造业的管理传奇
3 6 Ke· 2025-11-24 04:29
学界应回到工厂现场,不只是抽象地定义什么是"中国特色管理",更应在工厂实践中,总结中国企业在应对复杂现实中的组织智慧与制度创造力。 工厂——管理学的原点 工厂,这一曾被视作"铁与火的熔炉"的场所,不仅塑造了人类文明的工业基础,更孕育了现代管理理论的基石。从轧钢车间的蒸汽轰鸣,到无尘车间里算 法的低语,工厂始终扮演着连接技术进步与组织演化的枢纽角色,是管理学的原点、管理思想的策源地。 19世纪末,科学管理在宾夕法尼亚的钢铁厂中萌芽;20世纪初,流水线革命在底特律的汽车工厂引爆;20世纪中叶的人际关系理论则在芝加哥的霍桑工厂 引发深远影响;而后,丰田的生产系统以精益哲学震撼世界,奠定了高效率与高柔性并存的新范式。直至今日,AI算法、数字孪生、工业机器人纷纷涌 入生产车间,工厂依然是各类管理思想与技术的"试验场"与"演化场"。这一历史脉络昭示出一个重要事实:管理理论从来不是空中楼阁,它是组织在面对 具体问题时的系统性回应与机制化反思。面对复杂劳动、资源稀缺、协同困难等现实难题,工厂在不断摸索中逐步催生了从效率优化到人本激励、从流程 设计到战略调度的一系列管理创新。 进入21世纪,随着大数据、人工智能、边缘计算等技术 ...
航天电器涨2.02%,成交额9352.97万元,主力资金净流入78.79万元
Xin Lang Cai Jing· 2025-11-24 03:30
Core Viewpoint - Aerospace Electric's stock price has experienced a decline of 12.33% year-to-date, with significant trading activity and a recent increase in institutional holdings, indicating potential investor interest despite recent performance challenges [1][2][3]. Group 1: Stock Performance - As of November 24, Aerospace Electric's stock rose by 2.02% to 42.37 CNY per share, with a total market capitalization of 19.296 billion CNY [1]. - The stock has seen a year-to-date decline of 12.33%, with a 3.66% drop over the last five trading days and a 16.84% decline over the past 60 days [1]. - The company has appeared on the "龙虎榜" once this year, with a net buy of -202 million CNY on January 15, indicating significant selling pressure [1]. Group 2: Company Overview - Aerospace Electric, established on December 30, 2001, and listed on July 26, 2004, specializes in high-end relays, connectors, micro motors, optoelectronic devices, and cable assemblies [2]. - The revenue composition includes 70.35% from connectors and integrated products, 22.49% from motors and control components, 3.39% from relays, 1.98% from optical communication devices, and 1.79% from other sources [2]. - The company operates within the defense and military electronics sector, with involvement in concepts such as Beidou Navigation and commercial aerospace [2]. Group 3: Financial Performance - For the period from January to September 2025, Aerospace Electric reported a revenue of 4.349 billion CNY, reflecting a year-on-year growth of 8.87%, while the net profit attributable to shareholders decreased by 64.53% to 146 million CNY [2]. - Cumulatively, the company has distributed 1.367 billion CNY in dividends since its A-share listing, with 446 million CNY distributed over the last three years [3]. Group 4: Institutional Holdings - As of September 30, 2025, the number of shareholders increased to 23,600, with an average of 19,205 shares held per shareholder, a decrease of 4.48% [2]. - Notable institutional shareholders include E Fund Defense Industry Mixed A and Huaxia Military Industry Safety Mixed A, which have increased their holdings [3].
爱柯迪跌2.15%,成交额6732.22万元,主力资金净流出620.55万元
Xin Lang Zheng Quan· 2025-11-24 02:25
爱柯迪所属申万行业为:汽车-汽车零部件-底盘与发动机系统。所属概念板块包括:汽车热管理、汽车 零部件、机器人概念、工业4.0、理想汽车概念等。 截至9月30日,爱柯迪股东户数2.98万,较上期减少11.36%;人均流通股32839股,较上期增加12.82%。 2025年1月-9月,爱柯迪实现营业收入53.10亿元,同比增长6.75%;归母净利润8.95亿元,同比增长 20.70%。 11月24日,爱柯迪盘中下跌2.15%,截至10:14,报18.70元/股,成交6732.22万元,换手率0.36%,总市 值192.63亿元。 资金流向方面,主力资金净流出620.55万元,特大单买入0.00元,占比0.00%,卖出219.35万元,占比 3.26%;大单买入618.99万元,占比9.19%,卖出1020.19万元,占比15.15%。 爱柯迪今年以来股价涨16.87%,近5个交易日跌4.05%,近20日跌16.44%,近60日跌5.32%。 资料显示,爱柯迪股份有限公司位于浙江省宁波市江北区金山路588号,成立日期2003年12月8日,上市 日期2017年11月17日,公司主营业务涉及从事汽车铝合金精密压铸件的研 ...
鸣志电器涨2.02%,成交额2.51亿元,主力资金净流出1743.71万元
Xin Lang Zheng Quan· 2025-11-21 03:29
Core Viewpoint - Mingzhi Electric's stock price has shown a year-to-date increase of 20.46%, but has recently experienced a decline in the last five and twenty trading days, indicating potential volatility in the stock performance [1][2]. Company Overview - Mingzhi Electric, established on July 7, 1998, and listed on May 9, 2017, is located in Shanghai and focuses on research and development in motion control and intelligent power sectors [1]. - The company's main business revenue composition includes: motor control and drive systems (83.60%), trade products (8.39%), power and lighting system control (6.90%), equipment status management systems (1.07%), and others (0.03%) [1]. Financial Performance - For the period from January to September 2025, Mingzhi Electric achieved a revenue of 2.043 billion yuan, representing a year-on-year growth of 11.66%, and a net profit attributable to shareholders of 49.8379 million yuan, up by 5.43% [2]. - Since its A-share listing, the company has distributed a total of 170 million yuan in dividends, with 56.2602 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased by 16.10% to 63,300, with an average of 6,613 circulating shares per person, a decrease of 13.87% [2]. - Notable institutional shareholders include E Fund National Robot Industry ETF and Huaxia CSI Robot ETF, with both increasing their holdings [3].