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中岩大地:中标流态固化土集约化采购项目
Mei Ri Jing Ji Xin Wen· 2025-10-21 09:41
(记者 王晓波) 每经头条(nbdtoutiao)——展望"十五五"|专访财政部原副部长朱光耀:未来几年中国经济增速有望保 持4.5%~5%,可再生能源、人工智能等领域将成重要推动力 每经AI快讯,中岩大地10月21日早间发布公告称,近日,公司收到由中广核工程有限公司发出的《中 标通知书》(项目编号:CGN-202506240007),确定公司为流态固化土集约化采购项目的中标人,中 标金额约7698万元。 ...
联储证券给予宏达股份“增持”评级:渡尽劫波,凤凰涅槃
Sou Hu Cai Jing· 2025-10-21 08:01
Group 1 - The core viewpoint of the report is that Hongda Co., Ltd. (600331.SH) is given an "Overweight" rating due to several positive factors [1] - The company has successfully shed historical burdens, which is expected to enhance its operational efficiency [1] - Potential integration of mining resources within the group is anticipated to unlock business development constraints [1] - There is an opportunity for transformation in the existing business system through resource and market synergy [1] Group 2 - The report highlights risks including the continuous decline in prices of ammonium phosphate and zinc ingots [1] - Development progress of the Duolong project may not meet expectations, posing a risk to future growth [1] - Funding for the construction of the Duolong copper mine may fall short of expectations, which could impact project viability [1] - Stricter domestic environmental policies could pose challenges to operations [1] - The integration process of mining resources within the group may not proceed as anticipated, adding to uncertainty [1]
我国风电装机规模连续15年居世界第一
Sou Hu Cai Jing· 2025-10-21 07:28
(央视财经《正点财经》)记者从中国电力企业联合会获悉,截至目前,我国风电装机规模已连续15年稳居世界第一。 我国风电持续保持高速稳定发展,正进入年均新增装机1亿千瓦以上的新时代。 中国可再生能源学会风能专业委员会秘书长 秦海岩:中国风电未来合理的发展目标为,"十五五"期间年新增装机容量不 低于1.2亿千瓦,确保2030年中国风电累计装机容量达到13亿千瓦,到2060年累计装机达到50亿千瓦。 最新数据显示,截至目前,全国风电新增并网容量超5784万千瓦,累计并网容量5.8亿千瓦,占全国发电装机容量的 15.7%,规模以上企业风电发电量占全社会用电量的10.1%。 我国风能资源丰富,开发潜力巨大。据了解,"三北"地区陆上风能资源经济技术开发量超过75亿千瓦,通过本地消纳与 跨区平衡,可提供最低成本的电力供应;中东南部陆上风能资源经济技术开发量超过25亿千瓦,因地制宜集约发展空间 广阔;离岸300公里范围内海上风能资源经济技术开发量超过27亿千瓦,已进入大规模商业化开发阶段。 同时,我国风电整机企业加快"走出去"步伐,已实现对全球六大洲57个国家的机组出口,7家整机商已在海外建厂或正在 推进建厂计划。 中国可再生 ...
华源证券给予思特威“买入”评级,前三季度业绩保持高增长,三大业务齐头并进
Sou Hu Cai Jing· 2025-10-21 07:27
Group 1 - The core viewpoint of the report is that Shitwei (688213.SH) is rated as "Buy" due to its leading efficiency in mobile business iteration and a multi-layered layout of 50 million pixel products [1] - The automotive electronics business has significantly increased its multi-category shipment volume, which is expected to become a long-term growth driver for the company [1] - The traditional security market share remains stable, and the company is expanding into various machine vision applications [1]
东吴证券给予藏格矿业“买入”评级,2025年三季报点评:盐湖锂复产,巨龙二期放量在即
Sou Hu Cai Jing· 2025-10-21 07:27
Group 1 - The core viewpoint of the report is that Dongwu Securities has given a "buy" rating for Cangge Mining (000408.SZ) based on several positive performance indicators [1] Group 2 - Q3 performance met expectations, indicating stable operational efficiency [1] - Lithium production at Cangge Lithium has officially resumed, with an annual production and sales plan adjustment down by 2,490 tons, while lithium prices show strong bottom support [1] - Potash prices increased further in Q3, and unit costs continued to decline, enhancing profitability [1] - Copper production and sales saw a quarter-on-quarter increase in Q3, contributing to sustained investment returns [1] - Operating cash flow in Q3 improved year-on-year, reflecting better cash management [1]
东莞证券给予海大集团“买入”评级,2025年三季报点评:收入保持较快增长
Sou Hu Cai Jing· 2025-10-21 07:27
每经AI快讯,东莞证券10月20日发布研报称,给予海大集团(002311.SZ)"买入"评级。评级理由主要 包括:1)公司饲料销量保持较快增长;2)持续推进国际化战略。风险提示:竞争加剧、原材料价格波 动、汇率波动、国际化战略推进不及预期等风险。 每经头条(nbdtoutiao)——展望"十五五"|专访财政部原副部长朱光耀:未来几年中国经济增速有望保 持4.5%~5%,可再生能源、人工智能等领域将成重要推动力 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每日经济新闻 (记者 王瀚黎) ...
华源证券给予九号公司“增持”评级,智能短交通龙头地位稳固,新品类多点开花
Sou Hu Cai Jing· 2025-10-21 07:27
Group 1 - The core viewpoint of the report is that Huayuan Securities has given a "Buy" rating to Ninebot Company (689009.SH) based on its competitive advantages and growth prospects [1] - The company's competitive advantages include its research and development in general technology for short-distance transportation, as well as established overseas brands and distribution channels [1] - Ninebot maintains a leading position in the high-end intelligent two-wheeler market, with revenue recovery in both B2B and self-branded scooters [1] Group 2 - New business segments such as all-terrain vehicles and robotic lawn mowers show significant cost-effectiveness and intelligence advantages, rapidly expanding into overseas markets [1]
东吴证券给予润本股份“买入”评级,2025年三季报点评:天气影响、费用前置等多因素拖累Q3业绩,期待未来新品放量
Sou Hu Cai Jing· 2025-10-21 07:27
每经AI快讯,东吴证券10月20日发布研报称,给予润本股份(603193.SH)"买入"评级。评级理由主要 包括:1)公司2025Q3营收+16.67%;2)毛利率有所波动,财务费用率、销售费用率有所上升;3) 25Q3期内驱蚊产品实现高增。风险提示:行业竞争加剧,新品推广进展不及预期,宏观经济波动。 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每日经济新闻 每经头条(nbdtoutiao)——展望"十五五"|专访财政部原副部长朱光耀:未来几年中国经济增速有望保 持4.5%~5%,可再生能源、人工智能等领域将成重要推动力 (记者 王瀚黎) ...
工业富联:10月20日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-21 07:25
(记者 王晓波) 每经头条(nbdtoutiao)——展望"十五五"|专访财政部原副部长朱光耀:未来几年中国经济增速有望保 持4.5%~5%,可再生能源、人工智能等领域将成重要推动力 每经AI快讯,工业富联10月20日晚间发布公告称,公司第三届第二十七次董事会会议于2025年10月20 日以书面传签的方式召开。会议审议了《富士康工业互联网股份有限公司2025年半年度利润分配预案》 等文件。 ...
神火股份:10月17日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-10-21 07:25
Group 1 - Company Shenhui Co., Ltd. announced on October 20 that its 22nd meeting of the 9th board of directors was held via communication on October 17, 2025 [1] - The meeting reviewed the proposal regarding the independent operation of the carbon project of its subsidiary Yunnan Shenhui Aluminum Co., Ltd. and the establishment of a wholly-owned subsidiary [1] Group 2 - Former Vice Minister of Finance Zhu Guangyao expressed that China's economic growth rate is expected to maintain between 4.5% and 5% in the coming years [1] - Key driving forces for this growth are anticipated to be in renewable energy and artificial intelligence sectors [1]