证券之星消息，2025年6月19日宝地矿业（601121）发布公告称合众易晟徐兴科、中金资管刘安澜、海 富通蒋旭杰、华创证券李梦娇、上证自营张文韬、国投创益刘俊延于2025年6月18日调研我司。 具体内容如下： 公司就投资者在本次调研中提出的问题进行了回复：问：公司当前并表范围内有多少个矿山？年开采量 如何？ 答：公司并表范围内共有哈西亚图铁多金属矿、宝山铁矿、松湖铁矿、备战铁矿(合并整合开发察汉乌 苏铁矿)4处矿区。其中，哈西亚图铁多金属矿达产后可实现开采量144万吨/年(其中铁120万吨/年、金锌 铜为24万吨/年)、宝山铁矿目前开采量50万吨/年松湖铁矿扩产项目建成后可达200万吨/年，备战矿业与 察汉乌苏铁矿一体化整合后达1,000万吨/年。 截止2024年年末，公司累计保有铁矿石资源量达3.8亿吨，较2023年增长31.03%。铁矿石核准开采规模 为1,370万吨/年、金锌铜矿石核准开采规模为24万吨/年。 问：目前几个重要的在建项目是否有取得了哪些进展？ 答：(1)哈西亚图铁多金属矿144万吨/年项目施工已经于2024年底完成并投入试运行，2025年将逐步达产 稳产。预计达产后，可实现年产能144 ...

Core Viewpoint - The company reported a slight decline in sales revenue and total profit for 2024, indicating challenges in the market while continuing to expand its business in various sectors such as public security, rail transportation, and financial technology [1][2][11]. Market Development - The company deepened its market presence in public security and government sectors across several provinces, including Zhejiang, Liaoning, Hainan, and Sichuan, while successfully completing projects related to the Macau handover [1]. - The company secured multiple contracts in the rail transportation market, enhancing its market share [1]. - The company participated in emergency national bond projects, winning bids for narrowband wireless communication networks in Shandong, Zhejiang, and Anhui [1]. - New business avenues were explored in the electric power wireless private network and integrated communication markets, achieving certain breakthroughs [1]. Financial Performance - The company achieved sales revenue of 2.89 billion yuan, a year-on-year decrease of 1.55% [11]. - Total profit amounted to 162 million yuan, down 4.47% from the previous year [11]. - The net profit attributable to the parent company was 153 million yuan, reflecting a decrease of 1.22% [12]. - Operating costs increased by 0.86%, while period expenses rose by 9.34% [11]. Cash Flow and Assets - The net cash flow from operating activities was 39 million yuan, a significant decrease of 66.71% compared to the previous year [12]. - Investment activities resulted in a net cash outflow of 89 million yuan, an improvement of 83.85% year-on-year [12]. - The total liabilities increased compared to the beginning of the year, indicating a rise in financial obligations [12]. Technological Innovation - The company focused on enhancing research and development processes, completing various certifications and launching new products, including the D85 series explosion-proof terminal and MCX integrated communication products [3]. - The company emphasized the importance of a young and high-quality talent pool to drive innovation and efficiency in R&D [3]. Management Optimization - The company implemented cost control measures and improved financial management systems to enhance operational efficiency [3][6]. - A focus on compliance management was established to strengthen internal controls and risk prevention [3][6]. Governance and Compliance - The board of directors committed to improving corporate governance and compliance with legal regulations, ensuring transparency and efficiency in operations [6]. - The supervisory board actively monitored the company's operations, financial activities, and management personnel to ensure adherence to laws and regulations [8][9].

证券代码：000408 简称：藏格矿业 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关 | □媒体采访 ■业绩说明会 | | 系活动类 | □新闻发布会 □路演活动 | | 别 | □现场参观 | | | □其他（电话会议） | | 参与单位 | 参加 2025 年青海辖区上市公司投资者集体接待日暨 2024 年度业 | | 名称及人 | 绩说明会的投资者 | | 员姓名 | | | 时间 | 2025 年 6 月 18 日 15：00-17：00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir. | | | p5w.net）采用网络远程的方式召开业绩说明会 | | 上市公司 | 财务总监 张立平 | | 接待人员 | 董事会秘书 李瑞雪 | | 姓名 | 证券事务代表 陈 哲 | | | 投关负责人 陈牧迪 | | | 1、听说现在矿产价格忽高忽低，咱们卖货的时候有没有啥 | | | 办法尽量卖个好价钱？ | | 投资者关 | 答：尊敬的投资者您好，公司产品价格受行业供需影响，虽 | | | 然无法掌控销售价格，但公司有望通过降本增效，控制产 ...

6月18日，养猪龙头新希望（000876.SZ，股价9.42元，市值426.34亿元）的年度股东大会在成都举行。 每经编辑｜杨夏 而在年度股东大会召开的两个月前，新希望刚完成了新一届董事换届，陶玉岭成为新总裁。这次，以总裁陶玉岭、财务总监史涵、董秘赵亮为代表的新希望 高管围绕盈利修复、数字化养猪实践及海外业务拓展等核心议题，向参会的股东和媒体一一回应。 公司高管表示，新希望已熬过猪周期低谷以来的最困难阶段，未来业务会聚焦饲料和养猪。陶玉岭坦言，公司的养猪成本与一些优秀的企业仍有差距，还需 要在育种、数字化等方面下功夫。但他同时强调，不要神化数字化养猪，数字化手段需服务于降本本质，而非盲目追求技术噱头。与此同时，新希望将"出 海"作为第三增长极，计划3~5年新增海外饲料产能300~400万吨，瞄准海外市场高利润空间与竞争格局优势，试图打开规模与利润的新想象空间。 谈盈利：最困难的阶段已经过去 6月18日，新希望的年度股东大会在成都举行。今年的会议室比去年的略小，但投资者参与热情不减，整个会议室坐得满满当当。 今年4月3日，新希望董事会完成了换届，时隔5年迎来新总裁陶玉岭。陶玉岭是资深"养猪人"。他曾任公司京津冀 ...

Core Insights - The luxury car market is experiencing significant price reductions, with the latest generation of models, including the BMW 5 Series, being sold at unprecedented low prices, indicating a shift in consumer purchasing behavior and market dynamics [1][3][6] - The current generation of luxury vehicles, developed before 2020, is still perceived as high-quality, but the industry's focus is shifting towards cost-cutting measures due to increased competition and changing consumer preferences [6][20][27] Group 1: Pricing and Sales Trends - The BMW 5 Series is now priced at approximately 260,000 yuan, down from 430,000 yuan a year and a half ago, reflecting a drastic price drop in the luxury segment [3][5] - Sales of the BMW 5 Series have increased for four consecutive months, with May sales reaching 11,000 units, surpassing competitors like the Mercedes-Benz E-Class [7] - Other luxury models, such as the Volvo XC60, have also seen significant price reductions, with current prices around 230,000 yuan, down from 400,000 yuan previously [5] Group 2: Market Dynamics and Consumer Behavior - The luxury car market is facing intense competition, leading to a decline in brand loyalty as consumers increasingly opt for domestic brands that better meet local needs [20][27] - The traditional luxury car designs are primarily tailored for European consumers, which may not align with the preferences of Chinese buyers, who now dominate the market [22][24] - The shift in consumer demand towards larger, more comfortable SUVs and vehicles with advanced technology is evident, as seen with the success of models like the Li Auto L9 [25][27] Group 3: Industry Challenges and Future Outlook - Luxury brands are under pressure to reduce costs and improve profitability, with manufacturers like BMW and Mercedes-Benz actively seeking lower-priced suppliers [12][18] - The reliance on subsidies and incentives to maintain dealer operations is not sustainable, indicating a need for a strategic shift in how luxury brands operate [12][19] - The future of luxury vehicles may hinge on balancing traditional brand values with the evolving demands of the Chinese market, necessitating a reevaluation of product development strategies [28]

"过去一年，在全员努力下，我们基本算走出了低谷期，总体情况向好。"新希望董事、总裁陶玉岭表示，就目前的产业布局看，未来三五年里，还是会以生 猪和饲料双轮驱动，依托旗下饲料产业BU、海外BU、猪产业事业群三大业务单元，共同驱动业务增长。 r and the first 71-0 67 1737 K 910 HD 548 191 名字 r � ly （股东大会现场，来源：新希望供图） 尽管生猪价格在去年短暂的回升后又处于低迷状态，但头部企业仍不乏关注，叠加新希望（000876.SZ）战略调整成效显著，今年Q1盈利大增，其6月18日 召开的2024年年度股东大会依然吸引诸多投资者、机构和媒体参加。股东大会现场，交流气氛活跃，提问多聚焦公司战略、目标、成本和出海。 Victory 2009 47.51 2018 1.1 4 24 creat 如是所言，随着猪周期的弱化，国内生猪养殖行业不可避免地要进入到长期微利状态，在此趋势下，成本控制能力就成为猪企之间的"胜负手"，降本增效的 比拼已然白热化。 梳理来看，牧原股份（002714.SZ）5月生猪养殖成本降至12.2元/KG左右，并称努力实现今年制定的12元/KG的成本 ...

Group 1 - The core viewpoint is that Harbin Bank has been experiencing a decline in executive compensation due to performance pressures, with significant reductions in salaries for board members and employees over the past three years [1][2] - Harbin Bank's chairman, Deng Xinquan, saw his pre-tax salary drop to 1.66 million yuan in 2024, a decrease of 143,000 yuan from the previous year, following a peak of 2.99 million yuan in 2022 [1] - The total pre-tax compensation for board members and supervisors at Harbin Bank decreased by 1.46 million yuan, 1.987 million yuan, and 1.226 million yuan over the last three years [1] Group 2 - In 2024, Harbin Bank's total employee expenses amounted to 2.578 billion yuan, with an average salary of 290,900 yuan, reflecting a year-on-year decrease of 82,100 yuan [1] - The bank also engaged in "reverse salary collection," reclaiming 2.09 million yuan in performance bonuses from 116 employees [2] - Despite Harbin Bank's revenue growth of 7.56% year-on-year to 14.243 billion yuan and a net profit increase of 21.88% to 1.082 billion yuan in 2024, other banks like Baixin Bank reported a rise in average employee compensation to 716,900 yuan, even as their net profit declined by 23.74% [2]

5月26日--28日，碳酸锂期货主力合约LC2507已经连续三天盘中跌破6万元/吨关口，最低下探至5.95万 元/吨，报收6.04万元/吨。5月29日，碳酸锂期货主力合约收盘报58860/吨，这是自碳酸锂期货上市以来 收盘价首次跌破6万元/吨大关。现货方面，上海钢联（300226）数据显示，6月3日，电池级碳酸锂平均 报价已经跌至6.08万元/吨，市场呈现持续下行趋势。 价格持续下滑不仅给企业经营带来严峻挑战，也削弱了部分企业的投资热情。4月17日，芳源股份公 告，由于市场环境和公司经营发展战略变化，公司决定终止投资不超过30亿元的"电池级碳酸锂生产及 废旧磷酸铁锂电池综合利用项目"。 业内分析人士指出，今年以来，一方面，碳酸锂产量依旧维持在相对高位。另一方面，下游新能源汽车 市场增长速度仍未达预期，对碳酸锂的需求拉动作用有限。同时，电池及整车企业库存积压，使得其采 购碳酸锂的意愿低迷，导致碳酸锂市场供大于求的状况愈发明显，价格也因此受到持续下行压力。 产能出清缓慢 2024年以来，锂价下滑已导致不少开采成本较高的澳大利亚矿山陆续宣布减产停产。针对近期碳酸锂价 格下滑走势，光大期货研究所分析认为，市场聚焦点在 ...

Group 1 - Ele.me has launched the "Yuexiang Membership" nationwide, targeting high-frequency takeaway users with personalized services and benefits to enhance user experience and satisfaction [1] - The takeaway market is maturing, with users seeking higher cost-effectiveness and personalized experiences rather than just convenience, indicating a shift in consumer expectations [1] Group 2 - JD Logistics has introduced a new self-operated B2C express delivery brand "JoyExpress" in Saudi Arabia, offering services such as door-to-door delivery and cash on delivery, with fast delivery options [2] - JD aims to rapidly capture market share by building a comprehensive logistics network, but faces challenges in localization due to cultural differences and regulatory issues [2] Group 3 - Cainiao has launched a new affordable unmanned delivery vehicle priced at 21,800 yuan, with a promotional price of 16,800 yuan, designed to reduce costs for delivery points while maintaining safety and functionality [3] - The introduction of affordable unmanned vehicles signifies a trend towards cost reduction and efficiency in logistics technology, although challenges remain in technology stability and regulatory constraints [3]

对于国内饲料业务，新希望的目标是实现"稳健发展"。陶玉岭坦言，国内饲料业务在前两年面临较多挑 战、增长乏力，未来五年要恢复竞争力、实现稳健增长，经营导向方面将更加强调"提规模、提效率， 调结构"。 2024年，新希望销售生猪1652万头，位居国内上市公司第三。在猪价仍然呈现小幅波动态势的背景下， 降成本是每家生猪养殖企业都在积极推进的重点工作。 新希望是否有信心将成本优化至行业第一梯队、未来的降本工作还有哪些突破点？对于投资者的上述提 问，史涵表示，新希望近年来的降本工作成效显著。从2024年全年来看，公司内排名前25%的优秀场线 养殖成本为13.6元/公斤，今年第一季度，该数据已降至12.5元/公斤，新希望有信心在今年年底实现优 秀场线的养殖成本突破到12元/公斤以内。目前来看，公司的养殖成本呈现逐月持续优化态势。 新希望董秘赵亮向《证券日报》记者表示："我们将专注于降成本，努力在行业周期中获得均衡稳定的 利润，无论未来猪价波动形势如何，新希望将立足于自身，练好内功，做好自身的生产经营工作。" 本报记者 舒娅疆 "2024年，新希望走过了极为不平凡的一年，从董事会、经营团队再到全体员工，大家都付出了艰苦的 ...