证券代码：603206 证券简称：嘉环科技 公告编号：2025-030 嘉环科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 嘉环科技股份有限公司（以下简称"公司"）于 2025 年 3 月 5 日在上海证 券交易所网站（www.sse.com.cn）及指定媒体上披露了《关于中标候选人公示的 提示性公告》（公告编号：2025-004），公司成为"中国移动 2025 年至 2026 年 通信工程施工服务（传输管线）集中采购项目"中 20 个省（市、自治区）的中 标候选人。 近日，公司收到相关招标机构发来的中标通知书，确认公司成为上述项目的 中标单位，现将具体情况公告如下： 一、中标项目的基本情况 序号 中标专业 （市、自治区） （万元/含税） 合计 218,528.64 注：上述中标金额为四舍五入数。 二、对公司业绩的影响 此次成功中标该项目，不仅是客户对公司技术实力、品牌以及市场影响力的 高度认可，更是公司通信技术服务业务领域的一项关键成果，有力地巩固并进一 步彰显了公司在行业内的领先地位。如公司能够签订正式项 ...

南京：加快培育以链主企业为引领、具有全国竞争力和影响力的重点产业集群 智通财经5月29日电，南京市政府5月28日召开常务会议。会议审议了《南京市加快培育重点产业链链主 企业工作方案》。会议强调，要聚焦重点任务，紧扣时间节点，强化组织推进，扎实抓好链主企业梯次 培育、支持企业扩大投资、加强企业协同创新等工作，加快培育以链主企业为引领、具有全国竞争力和 影响力的重点产业集群。会议研究了推进服务业扩大开放综合试点工作。会议要求，要抢抓新一轮试点 工作机遇，主动加强规则研究，持续深化实践探索，统筹推进自贸试验区建设、服务业扩大开放综合试 点、跨境贸易便利化专项行动等重点任务，稳步提升制度型开放水平，塑造更高水平开放型经济新优 势。 ...

Core Viewpoint - The Chinese government has issued the "Implementation Opinions on Accelerating the High-Quality Development of the Technology Service Industry," aiming to develop an integrated technology market and optimize the policy environment for technology transactions [1][2]. Group 1: Policy Development - The issuance of the "Implementation Opinions" follows previous policies that emphasize the importance of technology market construction, providing a policy guarantee for the development of an integrated technology market [2]. - Significant achievements have been made in regional coordinated development, market-oriented allocation of technology factors, and the establishment of a national unified technology trading service platform [2]. Group 2: Market Performance - In 2024, the national technology contract transaction volume is expected to reach 6.8 trillion yuan, representing a year-on-year growth of 11.2%, maintaining double-digit growth for eight consecutive years [2]. - From January to April this year, 228,000 technology contracts were registered nationwide, with a transaction volume of 1.6 trillion yuan, reflecting a year-on-year increase of 13.3% [2]. Group 3: Regional Initiatives - Various regions are exploring the construction of integrated technology markets tailored to local conditions, such as Beijing's establishment of over 20 benchmark incubators and 110 technology transfer institutions [2]. - Shanghai has developed a complete technology transfer ecosystem that integrates trading, basic services, professional technical services, and capital services [2]. Group 4: Challenges and Future Directions - Challenges in the integrated development of the technology market include inconsistent regional rules, a need for improved regulatory frameworks, and varying capabilities of technology transfer service institutions [3]. - Future efforts will focus on establishing unified technology trading rules, a credit system for the technology market, and enhancing regional cooperation to facilitate technology transfer [3][4]. Group 5: Infrastructure Development - The establishment of a national unified technology trading service platform will serve as a digital foundation for the market, facilitating the entire process of technology resource registration, valuation, trading, and settlement [4]. - The government plans to encourage the growth of technology transfer service institutions through tax incentives, financial subsidies, and reduced administrative barriers [4].

■ 申兵 建设全国统一大市场，既是做强国内大循环的基础支撑，也是以国内大循环更好牵引国际循环的内在要求。近年来，国家层面持续完善政策体系，加紧部 署重大行动与相关工作；地方层面推动任务落实落地，结合实际制定对策措施，全国统一大市场建设在多个维度取得积极成效。今后，需以改革为牵引， 发挥中央和地方的积极性，破除难点、打通堵点，加快建设高效规范、公平竞争、充分开放的全国统一大市场。 01 全国统一大市场建设在多个维度取得积极成效 近年来，随着一系列破立并举的制度和政策相继出台，各地加快打破小循环、融入大循环，全国统一大市场建设稳步推进。 （一）国家层面顶层设计与配套政策加快部署，重大行动与试点工作加紧推进 一是出台细化政策，为全国统一大市场建设提供可操作、能落实的举措。2022年3月发布的《中共中央国务院关于加快建设全国统一大市场的意见》，从 战略层面对加快建设全国统一大市场工作作出总体部署；2024年底发布的《全国统一大市场建设指引（试行）》则围绕各方面共识高的领域，在"出实 招、求实效"上下功夫，解决各地区、各部门在推进全国统一大市场建设中"怎么干"和"如何干"的问题。 二是围绕市场准入、公平竞争、招商引资等 ...

存量方面，黄奇帆表示，中国制造体系中，除了新质生产力大体占据20%外，80%是由过去几十年发展形成的。存量工业产业体系要进行技术改造和升级换代，用 新质生产力来发掘传统制造业的潜力。其中，一是对传统制造业进行绿色低碳改造，二是对传统生产制造业进行数字化改造。 在当今的经济格局中，生产性服务业对产品附加值的贡献极为关键。黄奇帆表示，无论是高端装备还是电子产品，硬件成本仅占总价值的一半左右，另一半价值来 自生产性服务业嵌入的服务价值。高端产品的核心竞争力，正是源于生产性服务业的深度嵌入。 "党的二十大报告明确提出，加快建设贸易强国。贸易强国不仅要优化货物贸易，更要提升服务贸易水平。只有成为服务贸易强国，才能真正成为贸易强国。这充分 体现了生产性服务业及服务贸易在国家发展战略中的重要地位。"黄奇帆表示。 随着制造业转型升级加速，"中国智造"迅速崛起。黄奇帆表示，经过过去十几年的发展，中国制造十大领域有相当大的一批产品，实现了全球"领跑"或和发达国 家"并跑"。新质生产力将成为"十五五"规划乃至2040年长远规划中，中国制造业发展的最强劲动力。 以"打造资本强引擎，赋能新质生产力"为主题的第八届（2025）西湖大会5 ...

以"打造资本强引擎，赋能新质生产力"为主题的第八届（2025）西湖大会5月21日在杭州举行。中国金 融40人论坛学术顾问、重庆市原市长黄奇帆在发表主旨演讲时表示，生产性服务业是培育新质生产力的 土壤和生态环境，是工业制造技术进步的重要支撑。未来，生产性服务业将出现集群化发展趋势，与制 造业集群相结合，并形成规模效应和协同创新。预计"十五五"时期，促进生产性服务业的发展将提上重 要议事日程。 在当今的经济格局中，生产性服务业对产品附加值的贡献极为关键。黄奇帆表示，无论是高端装备还是 电子产品，硬件成本仅占总价值的一半左右，另一半价值来自生产性服务业嵌入的服务价值。高端产品 的核心竞争力，正是源于生产性服务业的深度嵌入。 "党的二十大报告明确提出，加快建设贸易强国。贸易强国不仅要优化货物贸易，更要提升服务贸易水 平。只有成为服务贸易强国，才能真正成为贸易强国。这充分体现了生产性服务业及服务贸易在国家发 展战略中的重要地位。"黄奇帆表示。 随着制造业转型升级加速，"中国智造"迅速崛起。黄奇帆表示，经过过去十几年的发展，中国制造十大 领域有相当大的一批产品，实现了全球"领跑"或和发达国家"并跑"。新质生产力将成为"十 ...

欧元区5月工业景气指数为-10.3，预期-10.5；5月服务业景气指数为1.5，预期1。 ...

Core Insights - The Eurozone's service sector sentiment index for May is reported at 1.5, which exceeds the expected value of 1 and is a revision from the previous value of 1.4, which was adjusted to 1.6 [1] Summary by Category - **Economic Indicators** - The service sector sentiment index indicates a positive outlook with a value of 1.5 for May, surpassing market expectations [1] - The previous value was revised from 1.4 to 1.6, suggesting a stronger performance than initially reported [1]

Economic Overview - Jinan's economy shows a stable and improving trend in the first four months of the year, supported by precise policies and macroeconomic coordination [1] Industrial Production - The city's industrial output increased by 9.0% year-on-year, with significant growth in the computer, communication, and electronic equipment manufacturing sector at 103.0%, and automotive manufacturing at 39.5% [1] - Equipment manufacturing grew by 27.2%, outperforming the overall industrial growth by 18.2 percentage points [1] - High-tech manufacturing also performed well, with a 26.1% increase in output, contributing 4.9 percentage points to the overall industrial growth [1] Fixed Asset Investment - Fixed asset investment rose by 1.4% year-on-year, with the primary industry seeing a substantial increase of 210.6% and the secondary industry growing by 14.7% [2] - Industrial investment grew by 13.8%, contributing 2.3 percentage points to the overall investment growth [2] - High-tech industry investment increased by 13.8%, while real estate development investment declined by 2.0% [2] Service Sector Performance - The service sector's revenue reached 1111.8 billion yuan, growing by 6.3% year-on-year, with nine out of ten major industries reporting revenue growth [3] - The transportation, storage, and postal services sector generated 469.5 billion yuan, accounting for 42.2% of the service sector's total revenue, and grew by 6.4% [3] - The rental and business services sector also performed well, with a revenue increase of 14.2% [3] Retail Sales and Consumer Behavior - Retail sales in Jinan reached 654.2 billion yuan, a 3.0% increase year-on-year, with urban retail sales growing by 3.2% [4] - The sales of communication equipment surged by 71.2% due to the "trade-in" policy, while new energy vehicle sales increased by 21.9% [4] - Online retail sales grew significantly by 32.7%, reaching 172.4 billion yuan [4] Fiscal and Financial Overview - Public budget revenue was 452.5 billion yuan, a 1.5% increase, while tax revenue decreased by 1.3% [4] - Financial institutions reported a 4.9% increase in deposits and a 10.6% increase in loans by the end of April [4] Foreign Trade - Jinan's total import and export value reached 793.4 billion yuan, a 22.4% increase, with exports growing by 10.4% and imports by 49.6% [5] - General trade accounted for 92.3% of the total trade volume, growing by 23.3% [5] Price Trends - Consumer prices rose by 0.5% cumulatively, with a 0.6% increase in April, showing a mixed trend across eight categories of goods and services [5]

报告摘要 下周即将公布的海外重点经济数据 美国： 4月耐用品订单初值（5/27），5月咨商局消费者信心指数（5/27），5月FOMC会议纪要 （5/29），4月份个人收入和支出数据（5/30），5月密歇根大学消费者信心指数和1年期通胀预期终值 （5/30）、4月批发库存环比初值（5/30）。 文 ： 华创证券研究所副所长 、首席宏观分析师 张瑜（执业证号：S0360518090001） 联系人：付春生（18482259975） 本周海外重要经济数据和事件回顾 美国：1）5月制造业PMI好于预期， 标普制造业PMI初值52.3，预期49.9，前值50.2；标普服务业PMI 初值52.3，预期51，前值50.8。 2）4月二手房销售低于预期，新房销售好于预期， 成屋销售折年数 400万套，预期410万套，前值402万套。新屋销售74.3万套，预期69.5万套，前值从72.4万套下修为67 万套。 3）4月咨商局经济领先指数符合预期 ，环比-1%，预期-1%，前值从-0.7%下修为-0.8%。 欧元区：1）5月制造业PMI初值小幅好于预期 ，欧元区制造业PMI初值49.4，预期49.2，前值49；服 务业PMI初值 ...