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全球供应链变局下的粤商突围:从“走出去”到“走进去”
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-30 14:08
Core Insights - The conference emphasized that true internationalization involves deep integration and co-creation with local markets rather than mere replication [2] - The shift from competing on price and scale to focusing on innovation, value, and brand is essential for future growth [2][4] - Innovation is now a critical necessity for survival and development, rather than an optional strategy [4] Investment and Market Expansion - In 2024, Guangdong enterprises established over 1,900 non-financial companies abroad, with actual investments exceeding $21 billion [3] - Guangdong's foreign trade has ranked first in China for 36 consecutive years, with a record total import and export value in the first eight months of this year [3] Innovation as a Driving Force - Innovation is recognized as the core driver for Guangdong businesses transitioning from "going out" to "going in" [4] - Companies are encouraged to increase R&D investments in cutting-edge fields such as AI, new information technology, biomedicine, new materials, and high-end equipment [5] Collaborative Strategies for Internationalization - The transformation of Guangdong businesses includes moving from individual efforts to collaborative ecosystems, enhancing overall competitiveness in international markets [9] - Companies are advised to diversify supply chains and utilize financial tools to mitigate risks associated with international trade [8] Green and Digital Transformation - AI and digitalization are seen as essential tools for enhancing efficiency and restructuring global operations, while green and low-carbon initiatives are becoming the new standard in international markets [11] - The establishment of a mutual recognition mechanism for carbon footprint and ESG certification between Guangdong and Hong Kong is proposed to facilitate access to European markets [11][12]
唯科科技:已和DANFOSS合作开发自润滑性能良好的PEEK材料T型丝杆并实现小批量销售
Zheng Quan Ri Bao Wang· 2025-09-30 09:14
Core Viewpoint - The company has successfully developed and begun small-scale sales of self-lubricating PEEK materials in collaboration with DANFOSS, indicating a strong position in advanced material applications [1] Group 1: Product Development - The company has partnered with DANFOSS to develop PEEK materials with excellent self-lubricating properties [1] - Small-scale sales of these PEEK materials have already been achieved [1] Group 2: Application Areas - PEEK materials are being utilized in various products, including electronic cigarettes, industrial printer print heads, and components for medical sterilization diagnostic equipment [1] Group 3: Production Capabilities - The company possesses mature production technology in mold design, manufacturing, and subsequent mass production processing of PEEK material products [1]
天山脚下的“能源担当”——中国石油助力新疆维吾尔自治区高质量发展纪实
Jing Ji Wang· 2025-09-30 08:21
金秋九月,天山南北瓜果飘香,新疆维吾尔自治区(以下简称新疆)喜迎成立70周年。 从"马拉驴驮运油"到"油气管道连城乡",从"点灯靠油、取暖靠煤"到"蓝金进万家",从"单一农牧 业"到"多元产业兴"……七十载沧桑巨变,中国石油在166万平方公里的边疆大地建成了三大油气田、三 大炼油化工基地,以及西部最大的油气储备基地和工程技术服务保障基地。十余家驻疆企业不仅在此践 行了"我为祖国献石油"的豪迈誓言,也为新疆经济社会发展注入了强劲动力,以实际行动诠释了大国央 企的责任与担当。 油气为脉 赋能高质量发展 稳定的油气供应,是新疆工业发展的"生命线",更是保障民生福祉、推动丝绸之路经济带核心区建 设的重要支撑。 从克拉玛依一号井喜喷工业油流,新中国第一个大油田——克拉玛依油田诞生算起,七十年来,中 国石油持续加大油气勘探开发力度,助力新疆成为祖国西部升腾的能源新高地。2024年,新疆油气产量 当量达6664万吨,已连续四年位居全国第一。其中,中国石油贡献占比达80%以上。 当前,以页岩油为代表的非常规油气已成为国家增储上产的重要接替资源,同时也成为保障国内原 油产量稳定的重要砝码。 在中国石油新疆油田,页岩油已成为克拉 ...
恒逸石化跌2.08%,成交额6278.63万元,主力资金净流出124.24万元
Xin Lang Cai Jing· 2025-09-30 02:39
Core Viewpoint - Hengyi Petrochemical's stock price has shown fluctuations, with a recent decline of 2.08% and a year-to-date increase of 5.69%, indicating mixed market sentiment towards the company [1][2]. Financial Performance - For the first half of 2025, Hengyi Petrochemical reported revenue of 55.96 billion yuan, a year-on-year decrease of 13.59%, and a net profit attributable to shareholders of 227 million yuan, down 47.32% year-on-year [2]. - The company has distributed a total of 5.617 billion yuan in dividends since its A-share listing, with 504 million yuan distributed in the last three years [3]. Stock Market Activity - As of September 30, Hengyi Petrochemical's stock was trading at 6.59 yuan per share, with a market capitalization of 23.741 billion yuan [1]. - The stock has experienced a trading volume of 62.7863 million yuan, with a turnover rate of 0.26% [1]. - The net outflow of main funds was 1.2424 million yuan, while large orders showed a mixed trend with 4.0431 million yuan in buying and 6.3437 million yuan in selling [1]. Shareholder Information - As of June 30, the number of shareholders for Hengyi Petrochemical was 40,500, a decrease of 4.93% from the previous period, with an average of 90,100 circulating shares per shareholder, an increase of 5.19% [2][3]. - Among the top ten circulating shareholders, Shenwan Hongyuan Securities Co., Ltd. held 68.5794 million shares, a decrease of 2.6709 million shares from the previous period [3]. Business Overview - Hengyi Petrochemical, established on August 13, 1996, and listed on March 28, 1997, is primarily engaged in investments in the petrochemical industry, with its main revenue sources being polyester yarn (45.28%), refining products (24.58%), and chemical products (9.93%) [1][2].
春立医疗涨2.06%,成交额1818.57万元,主力资金净流出328.37万元
Xin Lang Zheng Quan· 2025-09-30 02:32
分红方面,春立医疗A股上市后累计派现3.59亿元。近三年,累计派现3.09亿元。 机构持仓方面,截止2025年6月30日,春立医疗十大流通股东中,平安低碳经济混合A(009878)位居 第四大流通股东,持股377.00万股,相比上期增加277.00万股。南方医药保健灵活配置混合A (000452)位居第九大流通股东,持股160.30万股,为新进股东。中庚小盘价值股票(007130)、香港 中央结算有限公司、中庚价值先锋股票(012930)退出十大流通股东之列。 责任编辑:小浪快报 9月30日,春立医疗盘中上涨2.06%,截至10:29,报24.22元/股,成交1818.57万元,换手率0.26%,总市 值92.90亿元。 春立医疗所属申万行业为:医药生物-医疗器械-医疗耗材。所属概念板块包括:H股、新材料、增持回 购、口腔医疗、3D打印等。 资金流向方面,主力资金净流出328.37万元,大单买入47.54万元,占比2.61%,卖出375.91万元,占比 20.67%。 截至6月30日,春立医疗股东户数5920.00,较上期减少17.57%;人均流通股48836股,较上期增加 341.41%。2025年1月-6 ...
皇马科技涨2.03%,成交额1.18亿元,主力资金净流出133.76万元
Xin Lang Cai Jing· 2025-09-30 02:26
Company Overview - Zhejiang Huamao Technology Co., Ltd. is located in Shaoxing, Zhejiang Province, and was established on May 30, 2003. The company was listed on August 24, 2017. Its main business involves the research, production, and sales of specialty surfactants, with 99.97% of its revenue coming from this segment [1][2]. Stock Performance - As of September 30, Huamao Technology's stock price increased by 2.03%, reaching 18.57 CNY per share, with a trading volume of 1.18 billion CNY and a turnover rate of 1.10%. The total market capitalization is 10.932 billion CNY [1]. - Year-to-date, the stock price has risen by 63.97%, with a 6.48% increase over the last five trading days, a 14.14% increase over the last 20 days, and a 40.90% increase over the last 60 days [1]. Financial Performance - For the first half of 2025, Huamao Technology reported a revenue of 1.194 billion CNY, representing a year-on-year growth of 7.67%. The net profit attributable to the parent company was 219 million CNY, reflecting a year-on-year increase of 14.67% [2]. - The company has distributed a total of 452 million CNY in dividends since its A-share listing, with 205 million CNY distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders is 17,800, a decrease of 3.65% from the previous period. The average number of circulating shares per shareholder is 33,082, an increase of 3.79% [2]. - Among the top ten circulating shareholders, the Noan Pioneer Mixed A fund holds 19.042 million shares, with no change in the number of shares held compared to the previous period [3].
道恩集团瞄准世界科技前沿和国家重大需求——小城民企 何以啃下弹性体材料硬骨头(促进民营经济高质量发展)
Ren Min Ri Bao· 2025-09-29 21:54
Core Insights - The article discusses the innovative developments of Dawn Group in the field of new materials, particularly focusing on thermoplastic elastomers (TPV) and hydrogenated nitrile rubber, showcasing the company's journey from a small private enterprise to a leader in high-end chemical industry in Longkou City [2][3][4]. Group 1: Company Development - Dawn Group was founded in 1991 by Yu Xiaoning with an initial investment of 200,000 yuan and has evolved significantly over the years [2]. - In 2006, the company established China's first TPV production line with complete independent intellectual property rights, which won the National Technology Invention Award in 2008 [3]. - By 2019, Dawn became the third country after Japan and Germany to possess the complete technology for producing hydrogenated nitrile rubber, a critical material for special equipment like domestic large aircraft [3]. Group 2: Technological Innovations - The company is developing a new elastic material that can simulate human skin, allowing for more expressive biomimetic robots [2]. - Dawn has innovated a recycling technology that enables the "premium regeneration" of waste plastics, significantly reducing carbon emissions by 80% compared to virgin plastics [5]. - The company is also advancing in other cutting-edge fields, such as lightweight and green tire materials and polycarbonate materials for low-altitude aircraft manufacturing [5]. Group 3: Strategic Partnerships - In 2024, Dawn Group partnered with Haier Smart Home to establish a company focused on the research and production of recycled plastics, leveraging Haier's stable supply of waste plastic from home appliances [5].
中复神鹰涨2.10%,成交额1.20亿元,主力资金净流出720.74万元
Xin Lang Zheng Quan· 2025-09-29 06:31
截至6月30日,中复神鹰股东户数1.20万,较上期增加6.26%;人均流通股49954股,较上期增加 291.38%。2025年1月-6月,中复神鹰实现营业收入9.22亿元,同比增长25.86%;归母净利润1192.98万 元,同比减少52.23%。 分红方面,中复神鹰A股上市后累计派现1.85亿元。 9月29日,中复神鹰盘中上涨2.10%,截至14:23,报28.66元/股,成交1.20亿元,换手率0.71%,总市值 257.94亿元。 资金流向方面,主力资金净流出720.74万元,特大单买入634.32万元,占比5.29%,卖出826.56万元,占 比6.90%;大单买入1369.62万元,占比11.43%,卖出1898.12万元,占比15.84%。 中复神鹰今年以来股价涨43.80%,近5个交易日涨5.02%,近20日涨6.11%,近60日涨45.33%。 资料显示,中复神鹰碳纤维股份有限公司位于江苏省连云港经济技术开发区大浦工业区南环路北,成立 日期2006年3月2日,上市日期2022年4月6日,公司主营业务涉及从事碳纤维研发、生产和销售。主营业 务收入构成为:碳纤维98.45%,其他1.55%。 中 ...
奥来德跌2.03%,成交额7748.11万元,主力资金净流出1264.96万元
Xin Lang Zheng Quan· 2025-09-29 05:30
截至6月30日,奥来德股东户数8923.00,较上期增加15.85%;人均流通股27004股,较上期增加3.37%。 2025年1月-6月,奥来德实现营业收入2.81亿元,同比减少17.87%;归母净利润2700.49万元,同比减少 70.59%。 分红方面,奥来德A股上市后累计派现4.56亿元。近三年,累计派现2.73亿元。 机构持仓方面,截止2025年6月30日,奥来德十大流通股东中,金信深圳成长混合A(002863)位居第 九大流通股东,持股207.58万股,为新进股东。香港中央结算有限公司位居第十大流通股东,持股 186.23万股,相比上期增加11.95万股。大成互联网思维混合A(001144)退出十大流通股东之列。 责任编辑:小浪快报 9月29日,奥来德盘中下跌2.03%,截至13:18,报25.08元/股,成交7748.11万元,换手率1.26%,总市值 62.52亿元。 资金流向方面,主力资金净流出1264.96万元,特大单买入211.07万元,占比2.72%,卖出624.85万元, 占比8.06%;大单买入1737.20万元,占比22.42%,卖出2588.38万元,占比33.41%。 奥来德 ...
今日申购:道生天合
Zhong Guo Jing Ji Wang· 2025-09-29 01:05
道生天合材料科技(上海)股份有限公司 保荐机构(主承销商):中信建投证券股份有限公司 发行情况: | 股票代码 | 601026 | 股票简称 | 道生天合 | | --- | --- | --- | --- | | 申购代码 | 780026 | 上市地点 | 上海证券交易所主板 | | 发行价格(元/股) | 5.98 | 发行市盈率 | 29.05 | | 市盈率参考行业 | 化学原料和化学制品制造业 | 参考行业市盈率(最新) | 27.9 | | 发行面值(元) | 1 | 实际募集资金总额(亿 元) | 7.89 | | 网上发行日期 | 2025-09-29 (周一) | 网下载信号目期 | 2025-09-29 | | 网上发行数量(股) | 27.694.500 | 网下配雪数量(股) | 83.391.190 | | 老股转让数量(股) | | 总发行数量(股) | 131.880.000 | | 申购数量上限(股) | 27,500 | 中签教款日期 | 2025-10-09 (周四) | | 网上顶格申购需配市值 | 27.50 | 网上申购市值确认日 | T-2 日(T:网上申购日) ...