鑫新闻 研究所日报 2025 年 5 月 9 日 星期五 1.民营经济促进法施行在即，多部门将出配套措施紧抓落实。点评：在5月8日国新办举行的新闻发布会上，司法、全 国人大、国家发展改革委等部门相关人员共同介绍《中华人民共和国民营经济促进法》有关情况和未来的配套落实举 措，涉及投资融资促进、科技创新、服务保障、权益保护等方面。日前表决通过的民营经济促进法将自今年5月20日 起施行，作为我国第一部专门关于民营经济发展的基础性法律，民营经济促进法积极回应民营企业关切，其将进一步 推动民营经济健康发展。 2.美国与英国达成贸易协议。点评：北京时间5月8日晚间，美国总统特朗普公布了与英国之间贸易协议的大致框架。 英国政府同意在进口美国食品和农业产品方面作出让步，以换取美方降低对英国汽车出口的关税，美国将对英国制造 的汽车关税降至10%，对钢材和铝材的关税降至零。谈判仍将继续，协议的细节将在接下来的几周内敲定。英美关税 谈判取得进展将降低全球贸易前景的不确定性，关注本周末中美贸易谈判的进展情况。 1.天津市数据局、市财政局联合印发了《天津市算力券实施方案（试行）》。点评：算力券是用于支持购买智算或超 算服务的政策工具和 ...

Tetra Tech (TTEK) Q2 2025 Earnings Call May 08, 2025 11:00 AM ET Company Participants Dan Batrack - CEO, President & ChairmanSteven Burdick - CFO & Executive VPLeslie Shoemaker - Executive VP and Chief Innovation & Sustainability OfficerJoseph Fong - President of GlumacTim Mulrooney - Group Head–Global ServicesSabahat Khan - Managing Director Conference Call Participants Sangita Jain - Senior AnalystRyan Connors - Senior Managing Director and Research AnalystAndrew Wittmann - Senior Research AnalystMichael ...

Tetra Tech (TTEK) Q2 2025 Earnings Call May 08, 2025 11:00 AM ET Speaker0 Good morning and thank you for joining the Tetra Tech Earnings Call. As a reminder, Tetra Tech is also simulcasting this presentation with slides in the Investors section of its website at tetratech.com. This call is being recorded at the request of Tetra Tech, and this broadcast is the copyrighted property of Tetra Tech. Any rebroadcast of this information in whole or part without the prior written permission of Tetra Tech is prohibi ...

韩国向美国提出最新诉求。 据最新消息，韩国政府请求美国免除对进口半导体征收的潜在关税，并警告称，半导体和制造设备的进口限制可能 会对韩国企业的美国投资计划产生负面影响。与此同时，韩国产业通商资源部宣布，已就针对半导体进口安全影响 的调查向美国商务部提交了书面意见。 关键时刻，韩国外交部长官赵兑烈同美国国务卿马尔科·鲁比奥通电话，赵兑烈表示，韩方愿同美方在强有力联防态 势基础上加强同盟关系，为推动韩美贸易部门通过关税磋商找到互利互惠的解决方案密切合作。 值得一提的是，在全球贸易紧张局势持续升级的背景下，韩国半导体的销售势头仍非常强劲。韩国产业通商资源部 最新发布的数据显示，4月韩国出口额同比增长3.7%至582.1亿美元，创下当月出口额历史新高。其中，韩国半导体 出货量同比增长17.2%，达到117亿美元，也创下当月历史新高。 韩国大动作 5月7日，据Business Korea报道，韩国政府请求美国免除对进口半导体征收的潜在关税，称半导体和制造设备的进口 限制可能会对韩国企业的美国投资计划产生负面影响。 报道称，韩国产业通商资源部7日宣布，已就针对半导体进口安全影响的调查向美国商务部提交了书面意见。美国商 务 ...

Group 1 - The core viewpoint of the report maintains the profit forecast for Shoucheng Holdings at HKD 604 million and HKD 706 million for 2025 and 2026 respectively, representing year-on-year growth of 47% and 17% [1] - The company is currently trading at 1.2 times the 2025 price-to-book ratio and 1.1 times the 2026 price-to-book ratio, with a target price set at HKD 2.50, corresponding to 1.8 times the 2025 price-to-book ratio [1] - The partnership agreement signed between Shoucheng Holdings' subsidiary and China Life focuses on establishing a partnership to invest in public REITs, with a total investment amount of RMB 5.237 billion [2] Group 2 - The partnership will invest in public REITs through strategic placements and non-public transactions, targeting key regions such as Beijing-Tianjin-Hebei, Xiong'an New Area, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, and Hainan Free Trade Zone [2] - As of April 25, 2025, there are 65 public REITs listed in China with a total issuance scale of nearly RMB 170 billion, indicating a growing market opportunity for the company [2] - The company is actively investing in the robotics industry through a RMB 10 billion robotics industry fund, focusing on humanoid and medical robots [3] Group 3 - A recent procurement plan from a Beijing robotics leasing company, totaling RMB 3 billion, aims to enhance the application of robots in various sectors such as education, healthcare, and elderly care [4] - Shoucheng Holdings established Beijing Shoucheng Robotics Technology Industry Co., Ltd. to accelerate the deployment of quality robotics products [4] - The collaboration with Tencent for investment in Yunji Intelligent, a company focused on household intelligent robots, is expected to broaden the company's growth potential [3]