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从地产到“卡脖子”材料,宁波富达跨界转型按下“暂停键”
Ge Long Hui· 2025-05-12 08:32
Group 1 - The acquisition attempt by Ningbo Fuda, which began in January, was seen as a typical case of real estate companies transitioning into the new energy sector, but it has been halted after four months of due diligence and negotiations [1][3] - Ningbo Fuda planned to acquire at least 45% of Jingxin Materials' equity in cash and aimed to gain control through voting rights arrangements, but differences in valuation and resource integration led to the rational termination of the cooperation [3][4] - The company emphasized that the termination of this acquisition will not affect its existing business and committed to not initiating any restructuring within a month [3] Group 2 - Ningbo Fuda has faced continuous performance pressure, with its revenue declining from 45.6 billion yuan in 2019 to an estimated 17 billion yuan in 2024, and net profit dropping from 4.3 billion yuan to 2.1 billion yuan [4] - In the first quarter of this year, excluding the impact of the previous year's fuel oil business divestiture, revenue growth rebounded to 9.75%, but concerns remain regarding the cement business due to a slowdown in infrastructure [6] - The trend of real estate companies transitioning into new energy and semiconductor sectors has been observed, with over 10 A-share real estate firms announcing business transformations in 2023, reflecting a shift from previous diversification into finance and entertainment [7] Group 3 - Capital market reactions to such transformations are complex, as evidenced by Ningbo Fuda's stock price, which initially surged after the acquisition announcement but subsequently fell by 25% over four months [7] - The current silver paste industry is undergoing a technological transformation, with new battery technologies reducing silver consumption, posing challenges for companies to adapt and innovate [9] - The case of Ningbo Fuda illustrates the boundaries of rational transformation, highlighting the importance of prudent risk assessment during the due diligence process and the need for companies to build genuine value creation capabilities [9]
走好科技自立自强新征程
Sou Hu Cai Jing· 2025-05-11 21:35
为什么选择北京?"只用一杯咖啡的时间,就能集齐人才、技术、资本"——来自一线的心声,道出了答 案。一方面,北京科技人才资源得天独厚,90余所高校、1000多家科研院所、70余个全国重点实验室汇 聚于此,构成了创新创造的源头活水;另一方面,"北京服务"品牌持续擦亮,连续8年推出1500余项举 措全面升级营商环境,针对性地发布"独角兽10条",构建起了专项政策、管家服务、创新培育、前瞻孵 化的四位一体培育体系。可以说,在独角兽企业的培育上,北京涵养了一张蓝图绘到底的耐心与定力, 坚持着长周期布局助推裂变式发展,形成了具有内生动力的发展生态。 京平 沿着习近平总书记指引的方向,北京踔厉奋发、勤耕不辍,科技创新取得了历史性成就,独角兽企业的 数量和估值已连续多年保持全国第一、世界前三。这一先锋力量成为北京建设国际科技创新中心的重要 支撑,展现着首善之区在中国实现高水平科技自立自强征程中的担当作为。 所谓独角兽企业,一般指成立不超过10年,总估值10亿美元以上且具备独有核心技术、独特竞争优势和 市场潜力的未上市公司。这些企业是新质生产力的典型代表,也是提升国际竞争力和区域竞争力的重要 市场主体。这些年,在北京这方沃土上 ...
近半数新三板挂牌公司去年净利润增长
Core Insights - The overall performance of listed companies in 2024 showed resilience, with a total revenue of 1.71 trillion yuan, a year-on-year increase of 0.88%, and a net profit of 65.58 billion yuan [1] - Nearly half of the listed companies reported net profit growth, with over 20% achieving growth rates exceeding 50% [1] - The average debt financing cost for listed companies decreased from 4.24% to 3.99%, indicating a reduction in financing costs for small and medium-sized enterprises [2] Group 1: Company Performance - As of April 30, 2025, 5,844 listed companies disclosed their annual reports, with significant contributions from companies with net profits exceeding 50 million yuan, accounting for 60% of total profits [1] - In 2024, the average revenue growth rate for private enterprises was 3.15%, surpassing the market average [1] - In the first quarter of 2025, 78 listed companies reported a total revenue of 893.9 million yuan, with 45 companies experiencing revenue growth [1][2] Group 2: Industry Trends - The consumer goods, automotive, and entertainment sectors showed overall positive performance, with the automotive industry experiencing a net profit compound growth rate of 44% over the past two years [2] - The entertainment industry benefited from digital consumption transformation, achieving a net profit growth of 35.11% in 2024 [2] - The transportation sector saw a significant net profit increase of 67.15% in 2024, driven by enhanced consumer travel willingness [2] Group 3: R&D and Innovation - Total R&D investment by listed companies reached 61.016 billion yuan in 2024, maintaining growth for three consecutive years, with an average R&D intensity of 3.57% [4] - More than 30% of listed companies invested over 10 million yuan in R&D, and nearly 20% had an R&D intensity exceeding 10% [4] - The number of national-level specialized and innovative "little giant" enterprises on the New Third Board reached 1,119, accounting for 7.65% of the total [4] Group 4: Market Dynamics - The Beijing Stock Exchange has seen a continuous increase in the number of newly listed companies, with 1,058 added in the past three years [5] - Newly listed companies in 2024 had average revenues and net profits 2.15 times and 5.24 times higher than the overall market, respectively [5] - The total scale of mergers and acquisitions among listed companies reached 8.479 billion yuan in 2024, a year-on-year increase of 34.33% [5]
用好知识产权提升城市竞争力
Jing Ji Ri Bao· 2025-05-09 22:09
Group 1 - The core viewpoint of the article emphasizes the importance of utilizing the intellectual property (IP) system to enhance urban innovation capabilities and overall strength, as highlighted in the "China Urban Intellectual Property Index Report 2025" [1][2] - In 2024, the National Intellectual Property Administration will complete various tasks related to the innovation pilot of the business environment, with 34 cities participating in the standardization of IP public services and the establishment of 28 key industry patent databases, significantly boosting urban competitiveness [1][2] - There has been a notable increase in IP creation capabilities, with improvements in IP output levels and conversion efficiency, driven by increased R&D investment and supportive policies in representative cities like Beijing [1][2] Group 2 - The business environment for intellectual property has improved significantly, supported by strong administrative and judicial enforcement, with 16 specific measures outlined to enhance policy support and service guarantees for business entities [2][3] - The urban IP development index reveals disparities between cities and regions, with Beijing, Shenzhen, and Shanghai leading the rankings, while Northeast and Northwest regions lag behind, indicating a correlation between economic development and IP maturity [2][3] - To enhance urban core competitiveness through the IP system, a multi-faceted approach is recommended, focusing on strategic emerging industries, establishing coordination mechanisms for knowledge sharing and IP protection, and improving regional IP strategies [3]
第34届“哈洽会”凸显3个“量”点:含金量、含新量、含绿量
Zhong Guo Xin Wen Wang· 2025-05-09 16:08
Core Points - The 34th Harbin International Economic and Trade Fair will emphasize three key aspects: gold content, new content, and green content [1][3] Group 1: Gold Content - The fair aims to showcase the new development landscape of Heilongjiang Province and build a comprehensive platform for open cooperation [3] - It will feature government and enterprise delegations from Asia, Europe, Africa, America, and Oceania [3] - Thailand and Mongolia will be the first dual guest countries, with Thai rice and certified projects being highlighted, including free tasting and distribution activities [3] Group 2: New Content - The fair focuses on supporting the development of strategic emerging industries, nurturing future industries, and upgrading traditional industries [3] - It will display technological achievements such as humanoid robots, AI, electronic information, new materials, digital economy, biological economy, and low-altitude economy [3] - The event aims to provide opportunities for exhibitors and buyers to connect on technology cooperation and industrial transformation projects [3] Group 3: Green Content - The fair adheres to green, low-carbon, and environmentally friendly standards, emphasizing the use of eco-friendly materials and energy-saving equipment [3] - The exhibition design will align with green standards, with a reported green construction rate of over 90% [3]
新三板挂牌公司研发投入超600亿,连续三年保持增长
Xin Jing Bao· 2025-05-09 12:35
新京报贝壳财经讯(记者黄鑫宇)近日,新三板挂牌公司2024年年报披露工作基本结束。 全国股转公司(即新三板运营主体)官网显示,截至5月8日,新三板共有挂牌企业6065家,其中创新层 企业2183家、基础层企业3882家。 据全国股转公司介绍,2024年,新三板挂牌公司研发投入合计610.16亿元,连续三年保持增长,平均研 发强度3.57%,三成以上公司研发投入超1000万元,近两成公司研发强度超10%。 值得关注的是,新三板当前专精特新特点鲜明。 全国股转公司的数据显示,专精特新企业持续向新三板聚集,共有国家级专精特新"小巨人"企业1119 家,同比增加202家,占全国"小巨人"总数的7.65%。"小巨人"挂牌公司持续深耕产业链关键环节,制造 业占比近七成,广泛分布于电气设备、化工材料、电子通信等领域,聚焦核心零部件、基础元器件、基 础材料等细分产业,助力加快建设制造强国。 近五年来,新三板挂牌企业中的先进制造和现代服务等战略性新兴产业挂牌公司数量持续增加,高端装 备制造产业由88家增至141家,新材料产业由67家增至184家,新一代信息技术产业由132家增至210家, 新能源汽车产业由20家增至70家,生物 ...
泰州20亿战新母基金成功备案
FOFWEEKLY· 2025-05-09 09:50
下一步,泰州市金控集团将加快推动基金投资落地,同步开展子基金遴选和直投项目筛选工作,通 过密集走访、尽调评估,精准锁定优质标的。秉持"后发先至、争先创优、争创品牌"的宗旨,在服 务地方产业高质量发展中"走在前、挑大梁",为泰州打造长三角特色产业高地贡献金融力量。 母基金采用"直投+设立子基金"的运作模式,构建"省战新母基金-设区市专项母基金-产业子基 金"三级架构,其中江苏省战略性新兴产业母基金出资25%、泰州市出资75%,重点投向新材料、 大健康等战略性新兴产业领域,着力推动传统产业升级与新兴产业集群发展。 每日|荐读 热文: 社会LP去哪了 热文: 购基金井喷,巨头们开始"买买买" 报告: 独角兽的"新双轮驱动":《2025中国CVC影响力报告》发布 报告: 哪些LP在活跃出资?——《LP全景报告2024》发布 该专项基金体系通过引导社会资本投入,计划撬动百亿级资金规模,重点支持产业链重点领域和薄 弱环节,加速科技成果转化,培育具有核心竞争力的龙头企业,为构建以"大海新晨"为标志的现代 化产业体系提供资本支撑。 来源:泰州金控 近 日 , 由 泰 州 市 金 控 集 团 发 起 设 立 的 " 江 苏 泰 ...
绿通科技(301322) - 2025年05月09日投资者关系活动记录表
2025-05-09 09:36
广东绿通新能源电动车科技股份有限公司 投资者关系活动记录表 编号:2025-001 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 ☑业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 参与单位名 | 线上参与公司 2024 年度业绩说明会的全体投资者 | | 称 | | | 时间 | 2025 年 05 月 09 日 15:00-16:00 | | 地点 | 价值在线(https://www.ir-online.cn/)网络互动 | | | 董事长、总经理 张志江 | | 上市公司接 | 董事、财务总监 彭丽君 | | | 董事会秘书 江文秀 | | | 投资者提出的问题及公司回复情况: | | | 一、在技术研发上的投入情况如何?近期有哪些创新成 | | | 答:尊敬的投资者,您好。公司 2024 年度公司研发投入 | | | 2,951.38 万元。围绕电动化、智能化方向,2024 年完成了车载 | | | 仪表多媒体产品、UL/FCC 车载充电机、C727EPIC 高尔夫球车 | | | 等项目研发, ...
中国太保:积极把握政策机遇 稳步做好权益类资产及战略性新兴产业配置
news flash· 2025-05-09 05:28
Core Viewpoint - China Pacific Insurance (China Taibao) aims to leverage new financial policies to enhance its allocation of equity assets and strategic emerging industries, thereby supporting high-quality economic development in China [1] Group 1: Policy Opportunities - Recent financial policies announced by the State Council include expanding the pilot scope for long-term insurance fund investments and reducing risk factors for insurance company stock investments [1] - These policy adjustments are expected to broaden the allocation space for insurance funds and optimize risk factors to lower capital occupation for equity assets [1] Group 2: Investment Strategy - China Taibao plans to actively seize policy opportunities and steadily improve its allocation of equity assets and strategic emerging industries [1] - The implementation of long-cycle assessment mechanisms aligns well with the long-term nature of insurance funds, enhancing the company's ability to invest in quality assets across cycles [1] Group 3: Economic Contribution - The company aims to utilize the long-term and stable advantages of insurance funds to contribute to the stability of the capital market and the efficient service of the real economy [1]
聚力发展战略性新兴产业,在发展新质生产力上走在前列!殷勇到海淀区调研
转自:北京日报客户端 日前,市委副书记、市长殷勇围绕推动首都经济社会高质量发展到海淀区调研。他强调,海淀区是经济 和科技强区,在北京国际科技创新中心建设中的地位和作用举足轻重。要充分发挥科技创新和全市经济 发展"顶梁柱"的作用,聚力发展人工智能等战略性新兴产业,打造经济增长新引擎,保持城市创新发展 活力,在推动科技创新、发展新质生产力、提升城市品质上走在前列,勇当推动首都高质量发展的排头 兵。 深势科技公司是国内人工智能赋能的科学研究领域的领军企业,致力于结合人工智能和多尺度模拟仿真 算法求解重要科学问题。殷勇了解企业技术研发、商业模式、发展规划等情况,希望企业紧跟人工智能 引领科研范式变革的新趋势,聚焦重要科学领域加大研发投入,构建科学大模型体系,带动科研智能化 转型升级,加速推动各领域产学研融合,助力北京国际科技创新中心建设。市有关部门和海淀区要积极 对接企业发展诉求,在项目支持、平台搭建、场景应用等方面做好服务工作。 座谈会上,殷勇听取海淀区关于高质量发展工作推进情况的汇报,与市有关部门共同研究破解海淀区高 质量发展中遇到的困难和问题。他强调,海淀区要坚决扛起服务全市经济发展大局的责任,紧盯经济各 项指 ...