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牧原股份:持续降本提质 出海谋求发展新篇章
Zheng Quan Ri Bao· 2025-06-23 12:40
Core Viewpoint - The company is entering a weak pig cycle and will focus on quality improvement rather than expansion, while also seeking international development opportunities [2][5]. Group 1: Quality Improvement and Cost Reduction - As of the end of 2024, the company will have a breeding capacity of approximately 81 million heads per year, with 71.6 million heads marketed in 2014 [3]. - The company’s breeding costs have been decreasing, reaching around 12.2 yuan/kg in May, a decrease of nearly 0.2 yuan/kg month-on-month, primarily due to improved production performance [3]. - The company aims to achieve a cost target of 12 yuan/kg this year, with a significant reduction in costs already realized since the initial target of reducing costs by 600 yuan when the cost was around 16 yuan/kg [3][4]. Group 2: Feed and Technology Innovations - The company has been promoting low-soybean meal feed formulation technology, with the first phase of its synthetic amino acid project having an annual production capacity of 30,000 tons and currently operating at 80% capacity [4]. - The synthetic amino acids can replace soybeans, acting as a stabilizer against rising soybean prices [4]. Group 3: International Expansion - The company has initiated its international development strategy starting in 2024, with Southeast Asia identified as the first target market [5][6]. - A strategic cooperation agreement was signed with BAF Vietnam Agricultural Joint Stock Company, marking the first step in its overseas development [6]. - The company plans to leverage its technology, equipment, and management capabilities to provide production capacity output, including designing pig houses and training employees [6][7]. - The company has submitted an application for listing H-shares on the Hong Kong Stock Exchange, which is expected to enhance its international presence and attract global investors [7][8].
优选退出亏损城市,美团跳出内卷|独家
36氪未来消费· 2025-06-23 07:16
在即时零售大潮登上舞台之前,新业务减亏是美团过去一个时期的主命题,美团优选则是减亏的重中之重,"无论做下去还是关停,必然都顶着压 力。"一位美团人士对36氪表示。 去年以来,美团优选的业务动向主要涉及组织调整 和 商品策略调整。 组织层面,中台化思路明确。一位接近美团优选人士告诉36氪,2024年9月,内部启动一轮架构调整,将原有的17个省区整合为9个,目的是"降本 增效"。此外, 运营条线与商分条线融合, 由李鹏举负责, 意在用实际的业务数据形成策略指导,这也是美团做业务的一贯方式。 小象超市"N项目"交由优选团队负责。 作者 | 任彩茹 编辑 | 乔芊 36氪从多个独立信源处获悉,美团优选宣布在全国绝大多数区域关停,保留广东、杭州业务。内部曾在上周讨论这一决策,今日最终落定。美团优选 团队不少人转而参与最新启动的 小象超市 线下业务"N项目", 负责线下门店营运工作, 该项目由高雨龙负责,其余人则内部寻求活水。 关停优选,启动聚焦线下、对标盒马NB的"N项目",是美团在新业务上的最新变化。"如果这个模式要做起来,自有品牌必须做好。"上述人士称,不 变的是,商品力及其背后的供应链能力,依然是最重要的那道题。 ...
这几年,酒店会员积分为什么越来越水了?
Hu Xiu· 2025-06-23 00:14
这两年,高星酒店集团的高卡会员越来越卑微了。 最近,一位万豪钛金会员晒出自己为了升套房,洋洋洒洒写了整整一段《陈情表》,字字句句都透着真诚、悲情与文学 病。 此文言辞之华丽,让我一度以为自己在读清华MBA的毕业论文。 而更搞笑的是,酒店客服的回应很冷静:"已升级套房。"完全没有被感动到。好像说的是:你不写也会给你升,写了也不 会多给你升一级。 开头是"尊敬的酒店团队",中间是"此刻即将驻足贵酒店门前",结尾是"愿在此缔造一段值得向全球旅享家们传颂的旅 程"。 一 这就是如今酒店积分体系的真实写照:会员还沉浸在"万豪钛金尊贵"的梦里,酒店已经开始清算你这张"钞票"到底值不值 钱了。 如果说钛金已经很卑微,那万豪白金会员更是活得有点像"乞讨文学代表人物"。 就在不久前,天津陆家嘴万怡酒店发布公告:从2025年6月1日起,永久关闭行政酒廊,不再提供任何形式的行政酒廊服 务。 文件白纸黑字,还顺带提醒了一句,"白金及以上会员可以选早餐、欢迎礼、500积分三选一"。 也就是说,以前白金会员可以一边喝红酒一边吃蛋糕、看城市夜景、撸小龙虾、泡奶茶……现在得在一张小卡片上做选择 题:"你到底要积分,还是牛肉面?" 如果你觉得 ...
江苏百闸免费“满月” 减负成效几何?
Sou Hu Cai Jing· 2025-06-22 15:14
今年5月1日起,江苏境内101座船闸正式取消船舶过闸收费,新建船闸同步执行免费政策。此次取消收 费的船闸占江苏省现有通航且收费船闸数量的65.6%,涉及交通船闸27座、水利船闸73座以及农业农村 船闸1座。 政策红利同样为依赖水运的企业注入发展动能。船舶过闸费的减免直接降低了企业运营成本,提升其市 场竞争力。 以江苏沙钢集团淮钢特钢股份有限公司(简称"淮钢公司")为例,该公司测算显示,盐河航道上善南 闸、沂北闸、沂南闸、朱码闸四座船闸纳入免费范围后,运价每吨下降1.08元。按每年运输250万吨原 料计算,每年可节省水路运输成本约270万元,占年水路运输成本的2%。 虞山船闸负责人直言,船闸免费大幅降低船舶单趟运输成本,使企业效益和市场竞争力显著提升,为扩 大生产注入信心,更为区域经济发展增添新动能。 如今,政策实施"满月",水路运输减负成效如何?近日,记者深入多地,进行了采访。 真金白银减负担 船民企业齐受益 对于常年以船为家、奔波水上的船民而言,每一次的船闸过闸费都是沉甸甸的运营成本。 6月9日,在苏州虞山船闸,船主王师傅翻开账本向记者展示:"过去过闸次次缴费,日积月累下来开支 惊人。现在政策免了这笔费用, ...
上半年江苏重点审计21家省级部门单位
Xin Hua Ri Bao· 2025-06-21 23:22
近日,在某省级部门预算执行审计现场,审计人员通过财务和业务数据穿透比对发现,该部门违规 将培训费用转移到下属单位列支。"这种'乾坤大挪移'的手法看似隐蔽,但在大数据分析研判下将无所 遁形。"审计现场负责人说。 今年上半年,省审计厅扎实部署、高效推进2024年省级部门预算执行和决算草案审计工作,重点审 计21家省级部门单位,并对重点二、三级预算单位进行延伸,融合开展相关政策和资金绩效审计。 中共中央、国务院近日印发修订后的《党政机关厉行节约反对浪费条例》。"新修订的《条例》细 化'监督追责'专章,明确审计机关应当加强对党政机关预算执行、决算和其他财政收支情况,以及有关 经济活动的审计监督,如同给审计利剑加装了精准导航。"省审计厅行政事业审计处审计人员说。 据介绍,审计聚焦审查预算管理情况,旨在督促党政机关严格控制一般性支出,强化预算刚性约 束,推动预算管理提质增效。聚焦"三公"经费管控情况,严查超范围、超标准支出及转嫁、隐匿"三 公"经费等问题。聚焦会议培训及评比表彰等活动开展情况,着力揭示铺张浪费等违规问题。聚焦资产 资源配置情况,对配置超标、闲置浪费、国有资产损失等问题提出具体可行的整改建议,推动资产资源 ...
产地直击| 实探海中的国内最大原油生产基地,何以供应中国海油近七成新增产量
Di Yi Cai Jing· 2025-06-20 13:12
这是中国海油增储上产的一个缩影,也是中国从陆地走向海洋的探索。2019年,国内启动油气增储上产"七年行动计划",此后中国海油一直是全国油气的增 产主力。到2024年,其海洋原油增产量占全国总增量约80%,其中渤海油田原油增产量占中国海油原油总增量约70%,该油田今年的计划是油气产量首次超 过4000万吨油当量。 海上勘探开发技术难度远超陆上作业,在此情况下,中国海油渤海油田如何实现今年上产目标,并保障桶油成本优势?在国内"双碳"目标下,传统油气公司 又该如何参与绿色低碳转型? 自2023年一期开发项目投产以来,渤中19-6凝析气田日产油气当量已超过5600吨,并逐步发展为12座生产设施、1座天然气处理终端的规模,通过栈桥与渤 中19-2油田相连,构成"油田+气田+岸电"模式的五星连珠油气生产集群,以及7座无人机构平台环绕的生产格局,为京津冀及环渤海地区清洁能源稳定供应 提供重要支撑。 近日,第一财经等媒体采访团来到渤海油田,探寻"海上大庆"经验。 海上勘探开发技术难度远超陆上作业。中国海油渤海油田如何实现今年上产4000万吨目标并保障桶油成本优势?在"双碳"目标下,又该如何参与绿色低碳转 型? 从天津塘沽机场 ...
永和股份: 浙江永和制冷股份有限公司关于2024年度“提质增效重回报”行动方案的评估报告暨2025年度“提质增效重回报”行动方案的公告
Zheng Quan Zhi Xing· 2025-06-20 12:24
Core Viewpoint - The company aims to enhance operational quality and profitability through the "Quality Improvement and Efficiency Enhancement Return" action plan for 2024 and 2025, responding to the Shanghai Stock Exchange's initiative to protect investor interests and boost confidence [1][2]. Group 1: Business Performance and Strategy - The company focuses on its four main business segments: fluorocarbon chemicals, fluorine-containing polymer materials, fluorine-containing fine chemicals, and chemical raw materials, achieving a revenue of 4.605 billion yuan in 2024, a year-on-year increase of 5.42% [2][3]. - Domestic sales showed strong growth, with revenue reaching 2.988 billion yuan in 2024, up 15.30% year-on-year, increasing its share of total revenue from 60.97% in 2023 to 67.30% in 2024 [3]. - The company successfully raised 1.736 billion yuan through a targeted stock issuance, which will support the construction of a new energy materials industrial park [2][3]. Group 2: Innovation and Development - The company is committed to product iteration and upgrading, focusing on the development of second and third-generation refrigerants and accelerating the innovation of fourth-generation refrigerants [4]. - A total of 17 new patents were added in 2024, including 3 invention patents and 14 utility model patents, enhancing the company's technological capabilities [5]. - The company has established a research and development system that integrates various research institutes to improve innovation efficiency and protect intellectual property [5]. Group 3: Investor Relations and Communication - The company emphasizes high-quality information disclosure, having published 6 regular reports and 122 temporary announcements in 2024, and has received an "A" rating for information disclosure from the Shanghai Stock Exchange for two consecutive years [6][7]. - A cash dividend of 57 million yuan was distributed to shareholders in 2024, with a planned increase to 117 million yuan in 2025, representing a year-on-year growth of 105.82% [5][6]. Group 4: Corporate Governance - The company is enhancing its internal governance structure and compliance awareness, conducting training for board members and senior management to improve operational efficiency [8][9]. - An employee stock ownership plan was implemented, covering 388 employees and aligning their interests with those of the company and shareholders [9][10].
实习生整顿影视圈,副总裁道歉?
3 6 Ke· 2025-06-20 11:55
Group 1 - The incident involving derogatory comments on a talent's video highlights the operational challenges within the production team of the show "New Rap 2025," where most of the team members are interns [1][2] - The reliance on interns in the film and television industry is increasing, raising concerns about the quality of content and the pressure on these young professionals [4][5] - Interns often face low compensation and lack of formal recognition for their contributions, which can lead to dissatisfaction and uncertainty about their future in the industry [6][14] Group 2 - The trend of hiring interns for critical roles in production is prevalent, with many interns taking on significant responsibilities despite their inexperience [4][20] - The competitive nature of the industry is evident as many professionals, including actors and writers, are transitioning to directing roles, often through formal training programs that come with high costs [9][11] - The influx of "star kids" into the industry is creating additional pressure on emerging talent, making it harder for them to secure opportunities [11][13] Group 3 - Interns report a lack of meaningful learning experiences, with many feeling that their roles are limited to menial tasks rather than contributing to creative processes [22][23] - The short-form content market is seen as a challenging environment for those with traditional long-form experience, leading to a perceived hierarchy within the industry [25][27] - The overall sentiment among interns is one of confusion and anxiety about their career paths, as they navigate a highly competitive and often unwelcoming industry landscape [24][26]
明泰铝业: 明泰铝业2025年度“提质增效重回报”行动方案
Zheng Quan Zhi Xing· 2025-06-20 11:10
Core Viewpoint - The company has developed a "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan for 2025, focusing on core business development and enhancing shareholder returns through strategic initiatives and operational improvements [1][2][3]. Group 1: Business Development and Strategy - The company aims to strengthen its competitive edge by implementing a closed-loop production system for aluminum recycling, smelting, and processing, emphasizing high-end, green, and intelligent manufacturing [1]. - Investment will be increased in high-precision aluminum products for sectors such as new energy batteries and automotive lightweighting, alongside technological upgrades to improve product performance and reduce manufacturing costs [1][2]. - The company has been recognized as a "Green Factory" by the Ministry of Industry and Information Technology, integrating ESG principles into its operations and focusing on energy conservation and carbon reduction [2][3]. Group 2: Shareholder Returns - The company has a consistent cash dividend policy, distributing no less than 10 yuan per 1 share since its listing, with a total dividend payout of 1.216 billion yuan by the end of May 2025 [2]. - In 2024, the company achieved growth in both revenue and net profit, proposing a dividend of 1.19 yuan per share for 2024, while allowing the board to determine the 2025 mid-term profit distribution plan based on a maximum of 30% of distributable net profit [2][3]. Group 3: Governance and Transparency - The company is committed to enhancing its governance structure by optimizing the board's composition and ensuring compliance with legal regulations, thereby safeguarding long-term value [3][4]. - A robust communication mechanism with investors will be established to ensure timely and accurate information disclosure, focusing on strategic cooperation and business progress [5]. - The company will conduct regular performance briefings and maintain open channels for investor feedback, ensuring that shareholder concerns are addressed [5][6]. Group 4: Key Personnel and Accountability - The company emphasizes the importance of its key personnel in driving high-quality development, implementing strict performance and accountability measures [6]. - A focus on enhancing the capabilities of the core team will support the execution of the action plan and ensure sustainable growth [6][7].
鸿远电子: 鸿远电子关于2025年度“提质增效重回报”行动方案
Zheng Quan Zhi Xing· 2025-06-20 10:24
Core Viewpoint - The company has developed a "Quality Improvement and Efficiency Enhancement" action plan for 2025, focusing on enhancing operational quality and shareholder returns in response to national policies and market demands [1][2]. Group 1: Business Focus and Development - The company specializes in electronic components, particularly multilayer ceramic capacitors, and aims to strengthen its core business while optimizing its resource allocation across four research and production bases in Beijing, Suzhou, Chengdu, and Hefei [2][3]. - The company is committed to high-quality development by enhancing operational efficiency and profitability through smart manufacturing and process optimization [2][3]. Group 2: Technological Innovation - The company prioritizes research and development (R&D), having achieved a 44% increase in authorized intellectual property rights, totaling 328 by the end of 2024 [2][3]. - The company has invested approximately 31.87 million in R&D from 2022 to 2024, representing 10.5% of its self-operated business revenue, focusing on core technology and innovation [2][3]. Group 3: Governance and Compliance - The company adheres to legal regulations and continuously optimizes its governance structure to ensure operational efficiency and compliance with market regulations [4][5]. - The company has established an ESG management framework to integrate sustainability into its corporate strategy, having published ESG reports for two consecutive years [5][6]. Group 4: Shareholder Returns - The company emphasizes shareholder returns, having distributed a total of 466 million in cash dividends since its listing in 2019, and has repurchased 1,235,708 shares using 112.04 million in funds [6][7]. - The company aims to balance sustainable development with stable shareholder returns, ensuring predictable and timely dividends [6][7]. Group 5: Investor Communication - The company prioritizes high-quality information disclosure and actively engages with investors through various channels to enhance transparency and trust [7][8]. - The company is committed to improving the effectiveness of its announcements and investor communications to better convey its value and operational strategies [7][8].