转型升级

Search documents
“80后”接棒掌舵!郎永强出任山西建投旗下这家上市公司董事长
Sou Hu Cai Jing· 2025-06-09 15:48
6月9日,山西建投旗下上市公司深圳华控赛格股份有限公司(以下简称:华控赛格)发布公告称,公司第八届董事会第十二次临时会议于6月6日以通讯表 决的方式召开,审议通过《关于选举董事长的议案》、《关于补选董事会专门委员会委员的议案》和《关于聘任副总经理的议案》。 会议选举郎永强先生担任公司董事长职务,并聘任吴彦江先生为公司副总经理。二人任期自董事会审议通过之日起至第八届董事会届满之日止。 据公告,郎永强出生于1984年2月,中共党员,本科学历,高级工程师。他曾历任山西建设投资集团有限公司总承包部总经理助理;山西建投晋朔项目管 理有限公司总经理;山西建设投资集团有限公司总承包部副总经理;山西静态交通建设运营有限公司副总经理等职。 目前,郎永强任深圳市华融泰资产管理有限公司党委副书记、副董事长、总经理;同方药业集团有限公司监事会主席;和田华融泰矿业投资有限公司董 事;深圳华控赛格股份有限公司党总支书记、董事、董事长。 吴彦江出生于1981年5月,中共党员,工学学士学位。曾任山西建投集团网络信息部副部长;山西建投云数智科技有限公司董事、副总经理;山西建投云 数智科技有限公司党总支副书记、董事、副总经理、工会主席。 华控赛 ...
放量突破“箱体顶部” 市场资金看中了海王生物哪些潜力?
Sou Hu Cai Jing· 2025-06-09 12:20
Group 1 - The stock price of Haiwang Bio has broken through the top of a six-month trading range, with a cumulative increase of 8.97% over nine trading days, significantly outperforming the industry average of 3.36% [1][2] - The trading volume reached 664.55 million shares, with a total capital inflow of 1.71 billion yuan, indicating a notable increase in trading activity [1][2] Group 2 - Despite facing significant cyclical pressures in recent years, Haiwang Bio's revenue for 2024 is expected to maintain a substantial level of 30.317 billion yuan, driven by strategic adjustments and optimization of low-efficiency subsidiaries [4] - The company anticipates a net loss attributable to shareholders of 1.193 billion yuan for 2024, which represents a significant reduction compared to the previous year's loss of 1.69 billion yuan [4] - The company has been actively reducing goodwill impairment, which is nearing completion, laying a foundation for long-term growth [4] Group 3 - The Chinese pharmaceutical industry is undergoing a critical phase of quality upgrades, with policies accelerating the exit of small distributors, benefiting leading companies like Haiwang Bio [6] - Haiwang Bio is enhancing its competitive edge through a nationwide logistics network and is transitioning from product provision to service solutions, including customized SPD services for medical institutions [6] - The company has received clinical trial approval for its self-developed NEP018 tablet, a small molecule enzyme inhibitor targeting gastrointestinal tumors, which is expected to open a new growth avenue as the market for small molecule anti-tumor drugs is projected to exceed 200 billion yuan by 2030 [6]
供需错配下铜企生存遇困,加速向高端化转型
Di Yi Cai Jing· 2025-06-09 08:47
"当前我国铜产业链呈现'原料进口紧缺、冶炼内卷严重、加工生存困难'的窘境。" 今年以来,铜价呈现"过山车"行情,其中沪铜期货主力合约创出阶段性新高后陡坡下行,有所反弹后维 持震荡行情。 国信期货首席分析师顾冯达分析称,未来一个月,铜价预计将在7.5万至8.3万元/吨区间波动,铜价高位 偏强震荡为主,整体抗跌性强,中长期来看铜价重心异涨难跌,关注全球政治经贸及供应链调整等潜在 风险。 从铜产业链的情况来看,顾冯达认为,当前我国铜产业链呈现"原料进口紧缺、冶炼内卷严重、加工生 存困难"的窘境。2025年中国铜企转型的核心特征可概括为产业转型升级、风险管理常态化。 金田股份(601609.SH)高级副总裁郑敦对第一财经记者称,该公司近几年两条腿走路,一方面在传统 赛道中,不断提高技术,推动产业往高端方向发展,另一方面在国家支持和鼓励的战略新兴赛道加大布 局力度,这部分的业务占比大幅上升。同时,为降低铜价带来的风险,根据订单和生产需求进行套期保 值。 季先飞也称,现在整个铜产业链从冶炼到终端消费,都处于压低利润的状态,冶炼方面若按照加工费来 计算,已经处于亏损状态,铜材加工企业的利润也较低,终端企业也不断往前端压价格 ...
“人工智能+交通运输”加速跑 “数”读“智行时代”赋能美好生活
Yang Shi Wang· 2025-06-09 05:05
央视网消息:记者6月9日从交通运输部了解到,我国公路水路交通基础设施数字化转型升级示范区域,目前已完成超过500公里公路干线通道 智慧扩容。 交通运输部数据显示,20个公路水路交通基础设施数字化转型升级示范区域的示范通道总里程超过6万公里。其中,公路约5.4万公里、水路 7500公里,基本实现国家综合立体交通网主骨架的覆盖。 交通运输部综合规划司发展条件处副处长张巍巍介绍,下一步,交通基础设施数字化转型升级还将重点推动跨区域、跨流域大通道的联通,以 及都市圈、城市群重点区域的联网,实现一张网运行、一体化服务,推动交通运输与新一代信息技术、新能源汽车等战略性新兴产业的融合创 新发展。 一张网一平台 数智赋能服务交通出行 目前,各示范区域都在开展基于大模型的路网运行监测预警、大流量路段干线主动管控、一张网出行服务等应用场景落地。已完成超过500公 里干线通道智慧扩容,构建多层级精细化交通管控模型,助推实现示范通道通行效率提升20%左右、突发事件应急响应效率提升30%左右的目 标。 2025年以来,"人工智能+交通运输"加速推进。以高速公路通车里程全国居首的广东为例,2025年端午假期,单日车流量峰值一度冲高至91 ...
光伏+渔业 绿色能源与生态养殖的双赢探索
Yang Guang Wang· 2025-06-09 02:08
作为一种清洁高效的可再生能源,光伏发电在助力实现"双碳"目标中发挥着重要作用。6月5日是世界环 境日,记者从江苏省农业科学院了解到,面对传统光伏项目用地紧张的瓶颈问题,该院农业设施与装备 研究所相关科研团队率先开展"光伏+渔业"模式创新,通过水上发电、水下养殖的立体开发,开辟出新 能源与水产养殖融合发展的新路径,为乡村振兴注入绿色动能。 柔性支架光伏阵列+渔业养殖模式(央广网见习记者 吕倩媛 摄) 记者了解到,江苏省农业科学院的"光伏+渔业"创新模式正在逐步推广,未来将持续深化"新能源+"跨界 融合研究,重点突破相关前沿技术,建立江苏不同区域"光伏+渔业"可持续高质量低碳发展新模式,助 力乡村振兴,为推动绿色能源革命和现代渔业转型升级提供更多江苏方案。 农业设施与装备研究所相关科研负责人介绍,光伏渔业是在不影响水域生态功能的前提下,将光伏发电 系统与现代化水产养殖有机结合的新型产业形态。通过在养殖水域架设光伏阵列,既保留了原有水产养 殖功能,又实现了清洁能源的高效利用。这种"一水两用"的模式不仅显著提升单位面积水域的经济效 益,还可通过减少水面蒸发抑制藻类繁殖,形成有利于鱼类生长的微生态环境,真正实现"渔、电 ...
A股掀“易主潮”逾30家公司扎堆 地方国资和产业资本发力积极赋能
Chang Jiang Shang Bao· 2025-06-08 23:09
Core Viewpoint - The A-share market is experiencing a wave of ownership changes among listed companies, driven by new policies such as the "National Nine Articles" and "Merger Six Articles," which support resource optimization and corporate restructuring [1][3][4]. Group 1: Ownership Changes - Over 30 companies have announced ownership changes since the beginning of the year, covering various sectors including high-end manufacturing and biomedicine [1][4]. - Recent announcements include companies like Yiming Pharmaceutical, Anner, and Honghe Technology declaring ownership changes [4][15]. - Local state-owned enterprises and industrial capital are the main participants in these ownership changes, aiming to empower industry recovery and transformation [2][4][12]. Group 2: Local State-Owned Enterprises - Local state-owned enterprises are identified as the core force in the current wave of ownership changes in the A-share market [6]. - For instance, Tenyi State-owned Assets Management signed a share transfer agreement to acquire 23.57% of Kede Education for 1.142 billion yuan, becoming the controlling shareholder [6]. - Guangzhou Industrial Control acquired 5% of Funeng Technology for 972 million yuan, leading to a change in the controlling shareholder to Guangzhou Industrial Control [6][7]. Group 3: Industrial Capital - Industrial capital is focusing on industry synergy and upgrading, with clear objectives for entering listed companies [12]. - Zijin Mining completed the acquisition of a 24.98% stake in Cangge Mining for 13.729 billion yuan, gaining control over the company [12]. - The semiconductor sector has seen significant activity, with North China Innovation acquiring a stake in Chip Source Microelectronics, enhancing complementary product offerings [13]. Group 4: Notable Transactions - The merger between Haiguang Information and Zhongke Shuguang is highlighted as a significant event in the domestic computing power industry, aligning with national strategies for self-sufficiency [15]. - Zhizheng Co. plans to acquire a 99.97% stake in Advanced Packaging Materials International for over 3.5 billion yuan, marking a shift in its business focus [14]. - The ownership changes in companies like Honghe Technology and Anner reflect industrial capital's efforts to enhance competitiveness through transformation [15].
安徽科技打头阵助力产业高质量发展(奋勇争先,决战决胜“十四五”)
Ren Min Ri Bao· 2025-06-06 21:34
"人造太阳"创造"亿度千秒"新世界纪录,中国第四代自主量子计算测控系统"本源天机4.0"正式发布, 4000余件科技成果亮相第三届中国(安徽)科技创新成果转化交易会……决战决胜"十四五",安徽今年 以来持续推进科技创新。 2024年10月,习近平总书记在安徽考察时指出,"要加快科技创新和产业转型升级。高水平建设国家实 验室和合肥综合性国家科学中心,有效发挥高能级科创平台作用"。 优化环境,加速"从1到10"的成果衍变—— 高端网络测试仪,能模拟极端网络环境并验证网络中各种设备和协议的性能。在合肥综合性国家科学中 心人工智能研究院,合肥网仪科技有限公司董事长梁新平正带领团队加紧攻关这一国家重大科技专项。 "优质的验证平台和产业环境,吸引大量科研人员加入,为产品研发提供了巨大支持。"在这里,梁新平 团队完成了首台套交付,实现了高端网络测试仪领域的国产化自主可控。 中试平台和实验设备投入高,往往让初创科技企业望而却步,如何让科技成果从"实验室"到"应用场"更 顺畅? 近年来,安徽加快组建运行大健康、人工智能等6个研究院,布局科研项目、公共应用场景超200项,吸 引200多家"国字号"创新平台入皖落地,建成4400多 ...
长虹美菱(000521) - 000521长虹美菱投资者关系管理信息20250606
2025-06-06 09:32
长虹美菱股份有限公司投资者关系活动记录表 编号:2025-13 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 WFM Asia:Brian Wong、Humphrey Zhang 时间 2025 年 6 月 6 日 地点 公司行政一号会议室 上市公司接待 人员姓名 副总裁兼董事会秘书:李霞 证券事务经理:吕明 投资者关系活 动主要内容介 绍 1.请介绍下公司国内市场的营销能力 答:公司国内市场持续优化销售网络及服务体系,为用户提 供高品质服务,坚持"推精品、健渠道、抓协同、提效率、控风 险"五大关键举措,推动根据地市场、机会市场建设,不断强化 营销能力。产品方面,打造差异化心智产品,整合线上线下推广 资源推精品;渠道方面,聚焦基础渠道夯实、零售渠道跑赢、增 量渠道拓展;管理方面,完善组织机构,提升运营及服务效率。 通过坚定的对标对阵和创新管理实现产品领先和效率提升,打造 营销体系能力和长期发展潜力。 2.请问 2025 年贵司美菱海外冰箱业务怎么去推动? 答:2025 年公司冰箱海外业 ...
拼多多投入千亿推动产业转型升级
Sou Hu Cai Jing· 2025-06-06 05:55
Core Viewpoint - Pinduoduo is facing mixed public perception despite reporting a quarterly profit of nearly 17 billion yuan, with concerns over its revenue growth rate of only 10% in Q1 2025, prompting discussions on its market positioning and strategies for long-term development [4]. Group 1: Business Strategy and Market Positioning - Pinduoduo's chairman, Chen Lei, emphasizes the importance of prioritizing long-term health over short-term performance, advocating for support to merchants during market fluctuations to enhance consumer experience and platform sustainability [4][10]. - The company has launched various initiatives, such as the "New Brand Plan" and "New Quality Merchant Support Plan," aimed at fostering the growth of small and medium-sized enterprises (SMEs) and enhancing brand development through tailored support [5][7]. Group 2: Merchant Support and Ecosystem Development - Pinduoduo has introduced the "Billion Subsidy" program and other resources to assist merchants, which includes customized brand promotion strategies and financial support to help them scale their operations [5][9]. - The company reported a significant increase in marketing expenses, reaching 33.4 billion yuan in Q1 2023, up from 23.4 billion yuan in the same period last year, reflecting its commitment to enhancing merchant support and ecosystem investment [9]. Group 3: Consumer Engagement and Product Quality - Pinduoduo has implemented a "single link single specification" sales model for seasonal fruits, improving consumer clarity and satisfaction, which has led to a 25% decrease in complaint rates and a 30%-50% increase in repurchase rates for certain fruits [8]. - The platform's initiatives have resulted in significant sales growth for brands like KOMERY, which achieved annual sales exceeding 50 million yuan through effective marketing strategies and product offerings on Pinduoduo [6].
河北持续推动黄骅港转型升级—— 加速打造多功能、综合性、现代化大港
Ren Min Ri Bao· 2025-06-05 21:53
Core Insights - Huanghua Port achieved a cargo throughput of 355 million tons in 2024, marking a year-on-year increase of 7.35%, with container throughput reaching 846,000 TEUs, up 35.7% [1] - The port is recognized as a crucial hub for coal transportation in China, with ongoing projects aimed at enhancing its multi-functional capabilities and modernizing its operations [1][3] Functional Enhancements - The construction of a roll-on/roll-off terminal and a comprehensive transportation system is underway, with an investment of 1.62 billion yuan, expected to be completed by the end of 2026 [2] - The terminal will have an annual design capacity of 280,000 passenger cars, 90,000 roll-on vehicles, and 220,000 tons of general cargo, filling a gap in the port's service offerings [2] - The port has maintained a coal throughput of over 200 million tons annually since 2020, leading the nation in coal port throughput for six consecutive years [2] Resource Integration - The port has established regular operations for China-Europe freight trains, with 38 trains dispatched in 2024, carrying 1,140 TEUs valued at 230 million yuan [5] - A cross-border e-commerce logistics base is under construction, aiming to enhance the port's logistics capabilities and reduce costs for businesses [6] - The establishment of an inland port connecting Huanghua Port and Xiong'an New Area is expected to facilitate efficient logistics and expand the port's influence [6] Technological Innovation - The coal terminal is developing a zero-carbon pilot project, which includes the installation of wind power facilities to provide green energy and reduce carbon emissions [7] - The port is integrating 5G technology for smart operations, enhancing efficiency and safety in cargo handling [8][9] - The implementation of an intelligent production operation system has made Huanghua Port the first fully automated bulk cargo port globally, improving operational efficiency by 15% [9]