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海亮股份:2024年营业收入873.87亿元 销量突破百万吨
Zhong Zheng Wang· 2025-04-26 10:27
中证报中证网讯(记者罗京)4月25日晚间,海亮股份(002203)披露2024年年报和2025年一季报。业绩 报告显示,公司全年实现营业收入873.87亿元,其中,有色金属加工材销量101.05万吨,海外营收占比 持续提升,核心业务收入增速领跑行业;2025年第一季度,公司实现营收205.04亿元,归母净利润3.45 亿元,同比增长9.46%,迎来"开门红"。 全球布局持续深化构建供应链"安全壁垒" 海亮股份早在2007年便以越南首个铜管厂为起点,开启全面、深入的全球化布局。通过"自建+并购"的 双轮驱动模式,目前公司已在全球建成23个生产基地,实现全球资源的高效配置。截至2025年3月31 日,公司全球总产能规模突破148万吨,其中国际产能占比超36%。 全球化布局为生产服务过程中的协同效应提供了有力支撑。据悉,印尼铜箔基地仅用208天建成投产, 创下"海亮速度"新标杆。此外,公司通过并购HME基地强化欧洲市场服务能力,美国3万吨铜管产能实 现本土制造,越南、泰国基地通过BIS认证撬动印度市场,摩洛哥工业园借力自贸协定网络覆盖欧美非 三大洲。这种分布式产能布局不仅有效应对供应链风险,更通过贴近客户实现快速响 ...
怎样以良田丰粮仓
Jing Ji Ri Bao· 2025-04-25 22:31
Core Viewpoint - The Chinese government aims to transform all eligible permanent basic farmland into high-standard farmland by 2035, with a target of upgrading 455 million acres and adding 130 million acres of efficient water-saving irrigation [1][2]. Group 1: High-Standard Farmland Development - High-standard farmland has been established over 1 billion acres in China, significantly supporting the country's grain production [1]. - The average grain yield per acre in high-standard farmland has increased by 10% to 20%, with many fields achieving yields of 1,000 kg per season or 2 tons per year [1][2]. Group 2: Technological Integration - The core of high-standard farmland is its high technological content, relying on innovations in artificial intelligence, big data, and the Internet of Things [2]. - The implementation plan emphasizes the importance of information technology in the construction and management of high-standard farmland [2]. Group 3: Management and Funding - Effective management is crucial for the long-term benefits of high-standard farmland, with a focus on local responsibility and community involvement in construction and maintenance [2]. - The central government has increased the average subsidy for high-standard farmland construction to 2,400 yuan per acre, and the plan encourages diverse funding sources, including loans and social investments [2]. Group 4: Systematic Approach - The construction of high-standard farmland is a systematic project that requires sustained efforts and integration of various elements such as quality land, seeds, opportunities, methods, and systems [3].
房价倒数第一,人口增长全国第一!最懂国运的城市,大爆发
商业洞察· 2025-04-25 09:31
以下文章来源于前瞻经济学人 ,作者产业观察组 最近,贵阳发布2024年统计公报,有一行字尤其引人注目: 全市年末常住人口660.25万人,比上年末增加19.96万人! 前瞻经济学人 . 关注中国城市发展战略、把握全球新兴产业趋势!这是省长书记爱看的智库号之一。 作者:产业观察组 来源:前瞻经济学人(ID:chanyeqianzhan) 万万没想到,一座西南二线城市,人口增长居然全国第一。 人口突然暴增 这意味着,贵阳以微弱优势取代了常年位于榜首的深圳,登顶2024年人口增长第一城。 作为中 国存在感最低的省会之一,贵阳这一次打了一场漂亮的翻身仗。 尽管目前重点城市里,还有郑州、苏州、南宁等没有公布数据,但按照以往的增量来看,贵阳大 概率最终位居增量榜第一位。 | | 2024年部分重点城市人口增长情况(万人) | | | --- | --- | --- | | 城市 | 2024年常住人口 | 2024年増量 | | 贵阳 | 660. 25 | 19. 96 | | 深圳 | 1798. 95 | 19. 94 | | 广州 | 1897.8 | 15.1 | | 合肥 | 1000. 2 | 14.9 | ...
浩瀚深度:创新驱动未来发展
Zheng Quan Shi Bao Wang· 2025-04-25 05:25
技术创新,核心竞争力凸显 2024年,浩瀚深度尽管受到宏观经济环境及行业周期性波动的影响,业绩有所承压,但公司在网络可视 化、信息安全及大数据解决方案领域的市场领先地位依然稳固。 尤为值得一提的是,浩瀚深度在信息安全防护解决方案领域取得了显著突破。该板块营业收入同比增长 15.38%,毛利率大幅提升至54.97%,成为公司业绩增长的新引擎。这得益于公司不断加大的研发投入 和技术创新,以及对市场需求的精准把握。同时,公司在大数据解决方案领域的毛利率也高达 86.77%,进一步巩固了公司在行业内的竞争优势。 研发实力强劲,创新驱动发展 浩瀚深度始终将技术创新视为企业发展的核心驱动力。2024年,公司研发投入达到11261.96万元,占营 业收入的25.46%,同比增长12.35%。报告期内,公司新增专利37项,均为发明专利,累计获授权专利 达到104项,其中发明专利92项。此外,公司还新增软件著作权27项,累计拥有软件著作权346项。 这些知识产权的积累不仅彰显了公司的研发实力,也为公司未来的技术创新和业务拓展奠定了坚实基 础。例如,公司成功研发出基于国产FPGA芯片的高性能DPI专用设备,以及基于分布式边缘计算 ...
电力板块延续强势,华银电力2连板,机构:电力新能源行业业绩修复可期
Di Yi Cai Jing· 2025-04-25 02:44
截至发稿,九洲集团、华银电力、华源电力等6股涨停,明星电力、郴电国际、湖南发展等涨幅居前。 4月25日,电力板块再度拉升,截至发稿,九洲集团、华银电力、华源电力等6股涨停,明星电力、郴电 国际、湖南发展等涨幅居前。 | 代码 | 名称 | 涨幅号 | 现价 | | --- | --- | --- | --- | | 300040 | 九洲集团 | +19.97% | 7.81 | | 600744 | 华银电力 | +10.13% | 4.24 | | 000966 | 长源电力 | +10.00% | 5.61 | | 600505 | 西昌电力 | 49.99% | 19.04 | | 000601 | 韶能股份 | +9.98% | 6.94 | | 600396 | 华电订能 | 49.85% | 3.01 | | 600644 | 乐山电力 | 49.02% | 14.02 | | 600869 | 椰电国际 | +7.93% | 8.72 | | 600101 | 明星电力 | +7.45% | 12.69 | | 000722 | 湖南发展 | 45.85% | 12.49 | | 600780 ...
深圳朗特智能控制股份有限公司2024年年度报告摘要
Shang Hai Zheng Quan Bao· 2025-04-25 01:42
Company Overview - The company specializes in the research, design, production, and sales of smart controllers and smart products, primarily used in smart home appliances, automotive electronics, new consumer electronics, and energy storage industries [1][3] - The main products are categorized into smart controllers and smart products, with smart controllers acting as the "brain" of devices, integrating various high-tech components and technologies [2][3] Industry Development - The smart controller manufacturing industry is a high-tech sector combining technology and knowledge, driven by advancements in automation, microelectronics, and communication technologies [3] - The market for smart controllers is expanding due to the rise of artificial intelligence, cloud computing, big data, and the Internet of Things, with applications extending to smart homes, automotive electronics, renewable energy, and medical devices [3] - Government policies are promoting digitalization and intelligence in the industry, indicating a long-term growth trajectory for smart controllers driven by technological progress and consumer demand [3] Company Position - The company is recognized as a national high-tech enterprise and has received multiple honors, including "Guangdong Province Intelligent Home Electronics Controller Engineering Technology Research Center" and "National Specialized and New Small Giant" [4] - The company holds a competitive advantage in the smart appliance control and energy storage sectors, with several technologies at the forefront of the industry, focusing on the mid-to-high-end market [4] Financial Data - The company has not needed to restate previous financial data, indicating stability in its financial reporting [5] - Recent board meetings have approved significant changes in investment projects, including reallocating surplus funds for the construction of a production base in Thailand, reflecting strategic financial management [6][7]
2025年中国塑料吹膜机行业市场政策、产业链、发展现状、竞争格局及发展趋势:市场竞争较为激烈[图]
Chan Ye Xin Xi Wang· 2025-04-25 01:38
Overview - The plastic blown film machine is crucial for producing plastic films, with its performance directly affecting the quality and output of the films [1][11] - The market for plastic blown film machines in China has expanded significantly due to the growth in end markets such as packaging, healthcare, and agriculture, particularly since 2020 [1][11] - The production of small plastic machinery and blown film machines surged from 2020 to 2023, but has seen a rapid decline in the second half of 2023 due to a sharp decrease in overseas orders [1][11] Market Policy - Recent policies in China aim to promote high-quality development in light industry, encouraging the transformation and upgrading of the manufacturing sector towards smart, automated, and green technologies [4][6] - Key policies include guidelines for digital transformation, green low-carbon technologies, and support for large-scale equipment updates [4][6] Industry Chain - The upstream of the plastic blown film machine industry includes sectors like steel, non-ferrous metals, electronic components, and mechanical parts [7] - The midstream involves the research, development, and manufacturing of plastic blown film machines, while the downstream applications are widespread, particularly in packaging [7] Development Status - China's plastic film industry has rapidly developed, with a production volume of 16.95 million tons in 2023, showing a slight increase of 0.15% year-on-year, providing growth opportunities for the plastic blown film machine sector [9][11] - The production and demand for plastic blown film machines are projected to decline to 23,000 units and 18,000 units respectively in 2024, with the market size dropping to 10.49 billion yuan [1][11] Competitive Landscape - The plastic blown film machine industry in China is characterized by intense competition due to low technical barriers and significant product homogeneity in the mid-to-low-end market [13] - Major players like Dalian Rubber and Plastic Machinery Co., Guangdong Jinming Machinery Co., and Hubei Light Industry Machinery Co. dominate the high-end market due to their brand, technology, and scale advantages [13][14] Industry Representative Companies - Guangdong Jinming Machinery Co. is a leading manufacturer with a focus on R&D, design, production, and sales, exporting to over 50 countries, and generating a revenue of 474 million yuan in 2024, with 273 million yuan from blown film machines [15] - Hubei Light Industry Machinery Co. has decades of experience in producing plastic extrusion and blown film production line equipment, emphasizing low-carbon technology and customer service [17] Development Trends - The future of the blown film machine industry will see integration with IoT, big data, and AI technologies for real-time monitoring and optimization of production processes [19] - There will be a growing application of biodegradable plastics and new polymer materials, necessitating improvements in processing technology and equipment structure [19] - Chinese blown film machine companies are expected to enhance their international market presence by improving product quality and brand building [19]
陆家嘴财经早餐2025年4月25日星期五
Wind万得· 2025-04-24 22:23
Group 1 - The "Negative List for Market Access (2025 Edition)" has been released, reducing the number of restricted items from 117 in 2022 to 106, indicating further relaxation of market access restrictions and optimization of management [3] - The Ministry of Commerce and the Ministry of Foreign Affairs clarified that there are currently no ongoing trade negotiations between China and the U.S., dismissing related rumors as unfounded [3] - The People's Bank of China announced a 600 billion yuan MLF operation on April 25, with a net injection of 500 billion yuan, reflecting the central bank's commitment to enhancing liquidity support and stabilizing market expectations [3] Group 2 - The A-share market showed mixed results, with the Shanghai Composite Index up 0.03% to 3297.29 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.58% and 0.68%, respectively [14] - The Hong Kong Hang Seng Index closed down 0.74% at 21909.76 points, ending a three-day rally, with notable declines in JD.com and Meituan stocks [14] - The real estate sector is receiving positive signals, with analysts from Citigroup and HSBC expressing optimism about the industry's profitability due to policy support and improved management practices [15] Group 3 - The first quarter saw a 10% year-on-year increase in the total transaction volume of new and second-hand homes nationwide, with second-hand homes experiencing a significant 34.7% growth [20] - The Ministry of Industry and Information Technology and other departments issued a plan for the digital transformation of the pharmaceutical industry from 2025 to 2030, focusing on the deep application of AI technology [22] - The Shanghai headquarters of the People's Bank of China reported a 13.6% year-on-year increase in household loan balances as of the end of March, with personal housing loan demand rebounding [20]
新疆火炬2024年营收净利双创历史新高 喀什经济蓬勃发展驱动业绩增长
Zheng Quan Shi Bao Wang· 2025-04-24 12:39
资料显示,新疆火炬主要业务为城市燃气供应、加油加气站运营管理、城市热力供应、燃气设施设备安 装服务,主要业务区域分别位于新疆喀什及周边地区和江西地区。近年来,随着喀什作为丝绸之路经济 带核心区的节点城市和中巴经济走廊的起点城市,对外开放的不断深入和自贸试验区、经济开发区、综 合保税区、跨境电商综试区"四区叠加"优势,越来越多的投资和项目落地喀什,为区域内企业带来巨大 发展机遇的同时,也为公司各项业务的发展提供了强劲动力。 4月24日晚间,新疆火炬(603080)披露2024年年报,报告期受益于公司所在的喀什地区经济蓬勃发展, 公司实现营业收入14.78亿元,同比增长35.49%,其中天然气销售增长28.54%;实现归属于上市公司股 东的净利润1.57亿元,同比增长16.88%。 报告期,公司及管理层依托完善的精细化管理体系和多年燃气行业从业经验,在以数据和技术为手段, 依托物联网、大数据、云计算等技术打造公司智能生产数字化平台信息平台的基础上,公司实现营业收 入14.78亿元,与上年同期相比增加3.87亿元,同比增加35.49%;归属于母公司股东的净利润为1.57亿 元,与上年同期相比增加2265.09万元, ...
四川上线“天府酒知卫”:扫码可辨真假,一键举报假酒线索
Mei Ri Jing Ji Xin Wen· 2025-04-24 10:48
每经记者 谢振宇 每经编辑 赵云 扫描酒盒上的防伪二维码,就能了解你购买的酒品是否有假酒风险,还能一键举报。 第25个"世界知识产权日"即将到来之际,4月23日,在四川省检察院联合省法院、省经济和信息化厅、省公安厅、省市场监管局共同举办的"保护知识产权 共促川酒发展"主题活动上,正式发布了"天府酒知卫"小程序。 今年4月,四川省检察院联合省法院、经济和信息化厅、公安厅、省市场监督管理局共同签署《关于加强川酒知识产权保护与发展的协作意见》,共同推动 知识产权保护工作。 据四川省检察院有关负责人介绍,针对电商售假、二维码扫码验证异常等有关酒类知识产权保护的新问题,四川省检察院系统以及相关司法机关、行政机 关,联合五粮液、泸州老窖、郎酒、剑南春、水井坊、舍得酒业等川酒"六朵金花"企业,共建了川酒知识产权监督保护平台。该平台旨在打破信息壁垒,整 合司法、行政、酒企等多方信息数据,运用大数据和人工智能等数字技术,挖掘数据效能,形成保护合力。平台的建设,还将解决长期以来存在的维权周期 长、成本高等难题,大幅提高办理案件的质效。 扫码快速查验 发现假货还可一键举报 来源:主办方供图 打破信息壁垒 共建川酒知识产权监督保护平 ...