2025年11月27日晚间，全球轨道交通装备龙头中国中车（601766.SH）发布重磅公告，拟将控股子公司 中车戚墅堰机车车辆工艺研究所股份有限公司（下称"中车戚所"）分拆至深交所创业板上市。 这一决策引发资本市场强烈关注，不仅因为中国中车超2000亿元的市值体量，更在于此次分拆是央企响 应国家战略、深化国企改革的典型实践，也是2025年A股近30家分拆上市案例中，高端装备制造领域的 标杆性事件。 根据公告披露，本次分拆已通过中国中车第四届董事会第四次会议审议，同意票占比100%，后续需提 交股东会批准，并履行交易所及证监会相关程序。 此外，中车戚所拥有国家级企业技术中心、国家金属材料检测中心、博士后工作站，累计授权专利超 1200项，主导或参与制定国家及行业标准130余项。 高速动车组齿轮传动系统累计装车超6600列，国内市场占有率稳居第一。 风电主齿轮箱从1.5MW覆盖至16MW，是远景、明阳、金风等头部整机厂核心供应商。 分拆完成后，中国中车仍将直接持有中车戚所84.20%股权，保持绝对控股地位，后者的财务数据仍将 纳入合并报表范围。 中车戚所作为1959年始建的行业老兵，2023年入选"科改企业"，2 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 该股票涉及跨境电商、IP经济、国企改革、旅游商贸多个概念。具体如下：1.子公司商旅跨境开展跨境 电商业务，2024年累计开设8家店铺，含5家已运营的亚马逊店铺及1家已上线的Temu店铺；2.子公司南 京新旅投围绕红山动物园IP打造360球幕影院，并推出《穿越红山》主题影片；3.控股股东重组完成， 南京市国资委直接持有新文旅集团42%股权，公司实控人仍为南京市国资委，属南京市属国企；4.公司 推进"旅游+商贸"双主业，子公司秦淮风光拥有夫子庙-秦淮风光带20年水上游览特许经营权，为区域唯 一运营方。 业绩方面，2025年1月-9月，南京商旅实现营业收入5.53亿元，同比减少8.07%；归属净利润1897.74万 元，同比减少51.46%。 12月8日，南京商旅收盘首板涨停，沪深京交易所数据显示，截至当日收盘，南京商旅报11.24元/股，成 交额2.95亿元，总市值34.91亿元，封板资金6050.15万元。 异动原因 ...

中新网四川新闻12月5日电 2025年3月，长虹华意加西贝拉压缩机有限公司位于浙江嘉兴的加西贝拉智 能车间内，第5亿台压缩机成功下线，再创历史新高。11月末，远在墨西哥科阿韦拉州的海外工厂再传 振奋人心的捷报，这个2023年10月正式投产的中国压缩机行业首个海外从零开始自建的制造基地，仅用 两年时间便完成"从0到160万台"的跨越式突破，产销实现倍增且顺利盈利，为企业全球化版图的扩张立 下赫赫战功。 这家国有控股企业取得的成绩，始于一场"把管理账本换成经营算盘"的思维革命。 据加西贝拉企业管理部负责人何伟林回忆，彼时的加西贝拉，正被"三重枷锁"牢牢困住，与行业主要竞 争对手的长板相比，差距肉眼可见。2020年，工厂用工缺口巨大，技术团队驻场攻坚，将3条半自动生 产线改造成全自动，原本3人操作的装配工序实现1人监控，还自主研发"快速换模装置"，把模具更换时 间从40分钟压缩至12分钟。 长 虹华意加西贝拉生产车间内。 长虹控股集团 供图 2024年3月，加西贝拉新任"掌门人"姚辉军提出了公司全员必须从"管理员"向"经营者"的思维转变。这 番话彻底炸醒了习惯"按部就班"的人，让"被动执行"的惯性思维，逐渐转向"主 ...

Core Viewpoint - The article discusses the performance and characteristics of China Gold Group Jewelry Co., Ltd., highlighting its recent stock performance, business operations, and financial results. Company Overview - China Gold Group Jewelry Co., Ltd. is a state-owned enterprise primarily engaged in the sales and processing of gold jewelry products, including gold and K-gold jewelry [2][7] - The company is controlled by the State-owned Assets Supervision and Administration Commission of the State Council, categorizing it as a "central enterprise" [3][7] Financial Performance - For the period from January to September 2025, the company reported a revenue of 45.764 billion yuan, a year-on-year decrease of 1.74%, and a net profit attributable to shareholders of 335 million yuan, down 55.08% year-on-year [7] - The company has distributed a total of 2.52 billion yuan in dividends since its A-share listing, with 1.848 billion yuan distributed over the past three years [8] Stock Performance - On December 8, the stock price of China Gold fell by 0.37%, with a trading volume of 88.0996 million yuan and a turnover rate of 0.65%, resulting in a total market capitalization of 13.524 billion yuan [1] - The average trading cost of the stock is 8.38 yuan, with the current price near a support level of 8.01 yuan, indicating potential for a rebound if this support holds [6] Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 121,000, with an average of 13,882 shares held per shareholder, a decrease of 2.51% from the previous period [7] - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 17.5866 million shares, a decrease of 6.1263 million shares from the previous period [8]

据交易所数据显示，闽发铝业6天内收获3个涨停板，晋级6天3板。该股今日于14：40封涨停，成交额 12.33亿元，换手率28.64%。金融界App AI线索挖掘：近期金属铝板块受到市场关注，福建板块因相关 政策措施引发资金聚焦，同时公司涉及国企改革、新能源汽车铝型材业务、光伏支架及边框供应等题 材，多重因素共同推动市场对该股的关注。 风险提示：连板股波动剧烈，注意追高风险，理性投资！ ...

行业研究丨行业周报丨钢铁 [Table_Title] 为何钢铁的需求侧具有韧性？ 报告要点 [Table_Summary] 回顾 2025 年钢铁需求侧表现， 1~10 月粗钢、钢材产量同比分别-3.9%、+4.7%。钢材产量由 于涉及冷轧、钢管等二次材重复计算的问题，伴随钢铁产品结构升级和二次材占比的提升，或 对实际产量有所高估。粗钢产量由于系钢企自行上报，缺乏严格监督机制，不涉及流转税数据 的检验，导致实际的产量或有所低估。由此，实际钢铁产量或介于统计局粗钢产量和钢材产量 之间。结合钢材库存整体去化至低位，当前库存水平和年初库存水平差异也不大，表明 2025 年 钢铁总需求相对 2024 年是较为平稳的。为何钢铁的需求侧具有韧性？ 丨证券研究报告丨 分析师及联系人 [Table_Author] 王鹤涛 赵超 易轰 吕士诚 SAC：S0490512070002 SAC：S0490519030001 SAC：S0490520080012 SAC：S0490525080005 SFC：BQT626 SFC：BUY139 SFC：BUZ394 请阅读最后评级说明和重要声明 %% %% %% %% research ...

Market Performance - A-shares opened higher with major indices showing significant gains, with the Shenzhen Component Index up over 1% and the ChiNext Index up over 3% [1] - The Shanghai Composite Index closed at 3927.19 points, up 0.62%, with a trading volume of 530 billion yuan; the Shenzhen Component Index closed at 13351.47 points, up 1.55%, with a trading volume of 759.8 billion yuan; the ChiNext Index closed at 3203.06 points, up 3.02%, with a trading volume of 379.5 billion yuan [1] - Total trading volume for the two markets reached 1.29 trillion yuan, an increase of 297.1 billion yuan compared to the previous trading day [1] Sector Performance - Sectors such as energy metals, batteries, fertilizers, precious metals, power equipment, non-metallic materials, and chemical products saw significant gains, while sectors like railroads, banks, and electricity experienced declines [1] - The computing hardware concept surged, with Tianfu Communication hitting a 20% limit up and Zhongji Xuchuang rising over 8% to a new high [2] - The commercial aerospace sector continued its strong performance, with Shunhao Co. achieving six consecutive limit-ups over seven days [2] Institutional Insights - Market expectations are focused on upcoming fiscal and monetary policy adjustments, with anticipated support for economic stabilization and recovery [3] - The outlook suggests a likely upward trend in the market, driven by structural opportunities, particularly in state-owned enterprise reforms and technology sectors [3] - The financial sector and high-value consumer goods are viewed as potential foundational investments for asset revaluation in China [3] Trade Data - In November, China's exports reached 2.35 trillion yuan, a year-on-year increase of 5.7% [6][7] - For the first 11 months of the year, total trade value was 41.21 trillion yuan, with exports at 24.46 trillion yuan (up 6.2%) and imports at 16.75 trillion yuan (up 0.2%) [7] - Trade with countries involved in the Belt and Road Initiative accounted for 51.8% of China's total foreign trade, with a total value of 21.33 trillion yuan, reflecting a growth of 6% [7]

Group 1 - The core viewpoint of the article highlights the recent surge in the stock price of Aerospace Power, which has achieved two consecutive trading limit ups, indicating strong market interest in the commercial aerospace sector [1] - Aerospace Power's stock reached a trading limit at 9:35 AM with a transaction volume of 1.426 billion yuan and a turnover rate of 7.39%, reflecting significant trading activity [1] - The company is primarily engaged in the research and production of pumps, pump systems, and hydraulic transmission systems, positioning it well within the growing commercial aerospace market [1] Group 2 - There is an expectation of state-owned enterprise reform associated with Aerospace Power, which has contributed to increased market attention and support for its stock performance [1] - The rising interest in the commercial aerospace concept in the market has provided a favorable environment for Aerospace Power's stock to maintain its upward momentum [1]

以党建引领谱写高质量发展新篇章 党的二十届四中全会召开以来，徽商期货公司迅速行动、精心部署，通过领导带头、支部联动、全员覆 盖等多种形式，推动全会精神在公司内部落地生根、见行见效，有力促进了党建与业务深度融合，为公 司高质量发展注入强劲动力。 领导干部带头学，以上率下强引领 公司党委理论学习中心组率先组织专题学习研讨，原原本本研读全会公报及相关重要文件，紧扣国企改 革、"十五五"规划部署及期货行业发展趋势，结合公司实际开展深入交流。自12月2日起，公司党委书 记带头深入基层支部开展宣讲，领导班子成员也将陆续赴分管部门和联系支部，结合工作实际解读全会 精神，推动全会精神进基层、进一线，确保全体员工听得懂、能领会、可落实。 支部聚焦实践学，筑牢堡垒促攻坚 各党支部依托"三会一课"、主题党日等载体，组织党员全面系统学习全会精神，引导党员联系岗位实际 谈认识、谈思想、谈担当，把学习成果转化为推动工作的实际行动。第一党支部开展"冲刺攻坚担使 命"主题党日活动，通过"理论学习+视频解读+专题党课"多元形式，把学习贯彻全会精神与年度目标任 务相结合，在风险防范、服务创新等工作上发力。第五党支部以"筑牢合规防线，赋能业务发展 ...

近日，四川省成都兴城集团召开警示教育大会，成都市纪委监委驻成都兴城集团纪检监察组对该集团下 属某二级公司原董事长、总经理刘某严重违纪违法问题进行通报，教育引导党员干部以案为鉴、反躬自 省。 成都市纪委监委深化市属国企派驻机构改革，陆续向成都农商银行、成都产业集团、成都兴城集团等16 家市属国企派驻纪检监察组，健全派驻监督体制机制。刘某严重违纪违法问题就是驻成都兴城集团纪检 监察组监督发现的问题之一。 "监督发现，刘某所在公司的多个项目由同一个供应商供应材料，且刘某及其家属与该供应商存在异常 经济往来。"驻成都兴城集团纪检监察组办公室相关负责同志介绍。经分析研判，刘某涉嫌严重违纪违 法，遂及时将问题线索报市纪委监委，通过"室组地"联动，严肃查处了刘某严重违纪违法问题。最终， 刘某被开除党籍和公职，涉嫌犯罪问题移送检察机关依法审查起诉。 成都市纪委监委全面摸底市属国企经营业态、系统规模、监督对象等情况，综合考虑监督执纪工作需要 和企业长远发展，建立健全国企派驻机构组织架构、干部选任、日常监管等制度机制，合理确定各国企 派驻机构具体设置，与国企党委积极沟通，选优配强人员力量。 "我们针对市属国企二、三级企业点多、面 ...