Group 1 - The core viewpoint of the articles highlights the strategic partnership between Sinopec and CATL, focusing on the establishment of a nationwide battery swap station network to enhance energy services for new energy vehicle owners [1][2] - Sinopec has committed to investing in CATL as a cornerstone investor following the signing of a framework agreement, which aims to promote the construction of new infrastructure for battery swapping [1] - The partnership aims to build at least 500 battery swap stations this year, with a long-term goal of constructing 10,000 stations, thereby exploring the synergy between new energy and traditional energy [1][2] Group 2 - The first battery swap station project, utilizing CATL's latest battery swap system, was signed on May 21 in Fujian, marking a significant step in the collaboration [1] - Sinopec has established 30,000 comprehensive energy supply stations, serving over 300 million users, with an average of 20 million daily customer interactions [2] - The collaboration will expand into areas such as zero-carbon initiatives, microgrids, and battery materials, aiming to create a comprehensive service ecosystem for vehicles and lifestyles [2]

Group 1: Core Insights - The 2025 Beijing New Materials Conference and the 7th Beijing-Tianjin-Hebei Graphene Conference were held from May 18 to 20, focusing on "New Materials, New 'Graphene' Prospects, New Future" [1] - The conference serves as a platform for showcasing cutting-edge achievements in the new materials field and promotes regional collaborative innovation and industrial upgrading in Fangshan District [1] Group 2: Industry Development - Fangshan District's rise in the graphene industry reflects the collaborative innovation outcomes of the Beijing-Tianjin-Hebei region, supported by a complete industrial chain from research and development to mass production [3] - In 2024, Fangshan is expected to add 92 new "specialized, refined, characteristic, and innovative" small and medium-sized enterprises, including one national "little giant" enterprise and two municipal-level enterprises [3] - The "Beijing-Tianjin-Hebei Carbon Valley" project, signed at the previous conference, has been implemented in Fangshan, integrating research advantages from Haidian, film preparation technology from Huairou, and industrial resources from Tianjin and Hebei [3] Group 3: Infrastructure and Policy - Fangshan's role as a hub in the Beijing-Tianjin-Hebei collaborative development is enhanced by infrastructure improvements, such as the accelerated construction of the 108 Expressway, creating a "one-hour" commuting circle for efficient movement of talent, technology, and capital [4] - Collaborative policies have been developed, including the "Fang-Lai-Zhu Collaborative Development Action Plan," promoting resource sharing in new energy and new materials sectors [4] - The Fang-Lai-Zhu high-precision industrial park attracts enterprises from Baoding, facilitating complementary development in the energy storage industry across the Beijing-Tianjin-Hebei region [4] Group 4: Ecosystem Development - The conference has evolved to encompass a broader range of new materials, transitioning from single materials to a multi-dimensional new materials ecosystem, aiming for high-quality development in Beijing's new materials industry [5] - The event featured over 40 central enterprises, state-owned enterprises, and universities showcasing more than 100 latest achievements in cutting-edge fields such as new energy vehicle materials and electronic information devices [5] Group 5: Strategic Support - The comprehensive industrial layout in Fangshan signifies a transition from a single material focus to a multi-dimensional ecosystem, supported by four major industrial clusters [7] - The implementation of the "chain leader system" has facilitated deep collaboration among enterprises like Yanshan Petrochemical, BOE Technology Group, and others, accelerating the transformation and industrialization of technological achievements [7]

近年来，市委、市政府持续优化营商环境，推动多项务实举措精准落地，让民营企业在这片营商沃土中 汲取养分、迸发活力，政企携手共绘克拉玛依发展新篇。 谈及未来规划，刘文选表示，公司计划通过3到5年时间，在天然气、煤炭领域实现量的突破和质的飞 跃，努力成为新疆能源企业的"排头兵"，为地方及国家能源增储上产贡献重要力量。同时，公司将推进 煤炭清洁利用项目，为保障国家能源安全尽一份力。 多维施策稳发展 当前经济环境复杂多变，工程类企业发展面临着成本攀升、资金紧张、人才流失等诸多挑战。为助力企 业纾困，市委、市政府推动多项政策举措精准落地见效，为企业发展注入强劲动力。 以克拉玛依本土老牌工程类企业——皓泰工程建设集团有限公司（以下简称"皓泰工程"）为例，该公司 成立于2002年，业务广泛覆盖市政公用工程、公路工程、建筑工程等多个领域。在克拉玛依系列惠企政 策支持下，皓泰工程正稳步应对行业挑战，持续发挥本土企业在促进经济社会发展中的重要作用。 据皓泰工程副总经理、财务总监何婷婷介绍，在企业发展的关键环节，市委、市政府通过多维度精准施 策，切实解决了企业资金周转、外来务工子女入学等实际难题。 政企合力强根基 5月17日，新疆明 ...

转自：北京日报客户端 大数据视角下，京津冀已进入深度协同发展阶段。近日，在天津市委宣传部和南开大学联合主办的京津 冀协同发展论坛"推动京津冀协同发展向广度深度拓展"研讨会上 ，三地专家学者表示，站在新的起 点，新一轮非首都功能疏解正在重构区域发展新格局，建议在新一轮疏解中加强京津冀科技创新和产业 创新融合发展。 新一轮疏解强化产业集群培育 孙久文 中国人民大学应用经济学院教授、全国经济地理研究会名誉会长孙久文说： "面向未来，京津冀三地仍 需深化非首都功能疏解，在新一轮非首都功能疏解中，要强化产业集群培育。" "央企总部疏解是当前重点任务，要接续推动二、三级子公司和创新业务板块向津冀布局。"孙久文表 示，随着央企、高校加快落户，雄安新区承接能力将不断增强，北京城市副中心建设要处理好同雄安新 区的关系，"两翼"协同发力，有效解决北京"大城市病"问题。 "新一轮疏解要继续优化空间结构，北京、天津、石家庄要加快都市圈建设，推动科技创新与产业创新 加速融合。"孙久文说。 单一项目承接转向全链条协同 京津冀产业门类齐全、基础深厚，"集链成群"正持续为区域高质量发展注入新动能，单一项目承接正转 向全链条协同。 李国平 北 ...

大赛采用"初赛-复赛-决赛"三级赛制，经过严格评审，最终角逐出10个项目获奖，并在2025年北京新材 料大会暨第七届京津冀石墨烯大会上为项目颁奖。 新京报讯 据"北京房山"微信公众号消息，近日，第六届京津冀新材料创新创业大赛在北京市房山区燕 山成功举办。 大赛吸引了来自全国100余个高水平创新创业项目参赛，涵盖先进合成高分子材料、碳纳米材料、新型 能源材料、电子信息材料、航天航空材料、生物医用材料等前沿领域，展现了京津冀地区新材料产业的 蓬勃活力与创新潜力。 编辑 张牵 为促进科技成果转化，大赛特别设置了政产学研对接会，邀请房山区委组织部、房山区投资促进服务中 心、燕山经信分局分别就房山区人才政策、丰富资源与投资环境以及燕山地区新材料产业发展情况进行 推介，同时还邀请了北京大学研发实验服务基地分享了科研资源开放共享方案，并与参赛项目深入对接 落地需求。 京津冀新材料创新创业大赛是展示京津冀协同创新成果、促进各类创新主体合作与交流、培育发展新质 生产力，共谋高质量发展的重要平台。在京津冀协同发展纵深推进的背景下，大赛将持续深化三地新材 料领域的技术协同、资源共享和产业协作，为构建区域创新发展新格局提供强劲动力。 ...

证券代码：300399 证券简称：天利科技 江西天利科技股份有限公司投资者关系活动记录表 | | 的思路推进各项工作，具体措施上，鼓励各业务条线实现自我突破，并通 | | --- | --- | | | 过"赛马"及配套奖惩措施保障总体目标的落地，关于公司发展的详细信 | | | 息请您关注公司定期报告。感谢您的关注。 | | | 5、天利科技，目前公司营收太少，公司是否会进行资产购买，并购 | | | 重组来增加公司实力 | | | 尊敬的投资者，您好！公司目前暂无相关计划，您的意见建议公司已 | | | 收悉，后续公司如有涉及相关事项，将严格按照信息披露要求进行披露。 | | | 感谢您的关注。 | | | 6、公司有没有重组预期 | | | 尊敬的投资者，您好！公司目前暂无重组计划，后续如有涉及将严格 | | | 根据相关规定及时履行信息披露义务。感谢您的关注。 | | 附件清单（如有） 无 | | | 日期 | 2025-05-21 16:59:54 | 编号：2025-002 号 投资者关系活动类 别 □特定对象调研 □ 分析师会议 □ 媒体采访 √ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现 ...

是什么？ 招商公路投资者关系活动记录表 编号：2025-04 投资者关系 活动类别 √ 特定对象调研 □分析师会议 □新闻发布会 □媒体采访 □业绩说明会 □路演活动 □现场参观 □其他 参与单位名称 及人员姓名 信达证券 匡培钦 信达证券 秦梦鸽 中汇人寿 黄 爽 中汇人寿 高 靖 新华资产 陈朝阳 信达资产 吴昱萱 新华资产 陈振华 信达资产 贾露瑶 华夏基金 李岱遥 信达资产 金 滢 信达资产 张海林 中意资产 陈东飞 时间 2025 年 5 月 20 日 15：00-16:00 地点 公司会议室 上市公司接待 人员姓名 资本运营部（董办）副总经理 伍燕凌 施惊雷 投资者关系 活动主要 内容介绍 问：二季度车流量整体情况表现如何？ 答: 截至目前，公司管控路段车流量整体表现趋势基本与去 年一致，部分路段车流量略低于去年同期，主要原因是受部 分路段连接线封闭施工、差异化收费优惠道路分流、恶劣天 气期间路段交通管制等区域性因素影响。整体而言，社会道 路运输及出行需求平稳健康，公司管控路段车流量整体表现 良好稳定。 问：公司目前有多少路产面临改扩建以及改扩建的决策依据 问：京津塘扩建项目进展情况？ 答：京津塘 ...

Core Insights - BYD achieved a net profit of over 9.1 billion yuan in Q1 2025, leading the A-share listed vehicle companies [1] - The total operating revenue for BYD in Q1 2025 was approximately 170.3 billion yuan, representing a year-on-year growth of 36.35% [2] - The significant growth in sales of new energy vehicles (NEVs) was a key factor in BYD's strong performance, with sales reaching about 1 million units, a 59.81% increase year-on-year [3] Financial Performance - Total operating revenue: 170.36 billion yuan, up 36.35% from 124.94 billion yuan in the same period last year [2] - Net profit attributable to shareholders: 9.15 billion yuan, a 100.38% increase from 4.57 billion yuan [2] - Basic earnings per share: 3.12 yuan, up 98.73% from 1.57 yuan [2] - Total assets: 840.53 billion yuan, a 7.30% increase from the previous year [2] Sales Growth - BYD sold approximately 1,000,804 NEVs in Q1 2025, a 59.81% increase compared to the same period last year [5] - The sales of pure electric vehicles reached about 416,388 units, a 38.74% increase, while plug-in hybrid vehicles sold around 569,710 units, a 75.68% increase [6] Strategic Advantages - BYD's growth is attributed to its long-term commitment to new energy strategies, technological innovation, vertical integration, and multi-brand collaboration [6] - The company has stopped producing fuel vehicles since March 2022, focusing solely on electric and hybrid vehicles, positioning itself as a leader in the NEV market [6] Research and Development - BYD's R&D investment exceeded 190 billion yuan, with Q1 2025 R&D expenses at approximately 14.22 billion yuan, surpassing the net profit by nearly 51 billion yuan [9][11] - The company is recognized for its comprehensive control over the entire supply chain, including batteries, motors, and vehicle-grade semiconductors [11] Global Expansion - BYD's overseas sales of NEVs reached about 206,100 units in Q1 2025, a 110.51% increase, accounting for 20.59% of total vehicle sales [13] - The company aims for a total annual sales target of 5.5 million units in 2025, with 800,000 units expected to come from overseas markets [13][14] - BYD has established production facilities in Thailand, Uzbekistan, Brazil, and Hungary to support its global strategy [14]

Core Viewpoint - BYD achieved a remarkable performance in Q1 2025, leading the A-share listed vehicle companies with a net profit exceeding 9.1 billion yuan, driven by significant sales growth in the electric vehicle sector [1][2]. Financial Performance - Total operating revenue for Q1 2025 was approximately 170.36 billion yuan, representing a year-on-year increase of 36.35% [3][11]. - Net profit attributable to shareholders was 9.15 billion yuan, showing a year-on-year growth of 100.38% [3][11]. - Basic and diluted earnings per share were both 3.12 yuan, up 98.73% from the previous year [3][11]. - The net cash flow from operating activities decreased by 16.10% to approximately 8.58 billion yuan [3]. Sales Growth - BYD sold approximately 1,000,804 new energy vehicles in Q1 2025, a year-on-year increase of 59.81% [4][6]. - The sales of pure electric and plug-in hybrid vehicles reached about 416,388 and 569,710 units, respectively, with growth rates of 38.74% and 75.68% [7]. Strategic Advantages - The company's success is attributed to its long-term commitment to new energy strategies, technological innovation, vertical integration, and multi-brand collaboration [7]. - BYD has shifted entirely to new energy vehicle production since March 2022, marking it as the first global automaker to do so [7]. Research and Development - BYD's cumulative R&D investment has exceeded 190 billion yuan, with Q1 2025 R&D expenses amounting to approximately 14.22 billion yuan, surpassing the net profit for the same period [9][13]. - The company is recognized for mastering core technologies across the entire supply chain, enhancing its risk management and cost control capabilities [13]. International Expansion - BYD's overseas sales of new energy vehicles reached approximately 206,100 units in Q1 2025, a year-on-year increase of 110.51%, accounting for 20.59% of total vehicle sales [15]. - The company aims for a total annual sales target of 5.5 million vehicles in 2025, with 800,000 units expected to come from overseas markets [15][16]. - BYD has established its European headquarters in Hungary, enhancing its integration with the local automotive industry [17].

Core Viewpoint - The Chinese government has urged major food delivery platforms, including JD.com, Meituan, and Ele.me, to operate legally and fairly, while JD.com has reported its first earnings since launching its food delivery service, which has shown revenue growth but also increased losses [2][5]. Group 1: Regulatory Environment - The State Administration for Market Regulation, along with other government departments, has conducted talks with major food delivery platforms to ensure legal and fair competition [2]. - The focus is on protecting the rights of consumers, platform operators, and delivery personnel [2]. Group 2: JD.com's Financial Performance - JD.com's new business revenue reached 57.53 billion RMB, an increase of 8.83 billion RMB year-on-year [2]. - Despite revenue growth, JD.com’s operating profit margin for new businesses worsened from -13.8% to -23.1%, with losses nearly doubling compared to the previous year [2][3]. Group 3: Business Expansion and Costs - JD.com’s food delivery service, launched in February, has seen rapid growth, with daily order volume surpassing 10 million by April 22, and expectations to reach 20 million orders soon [5]. - The increase in costs is attributed to employee expenses, including social insurance for full-time delivery riders, and promotional activities such as zero-commission for merchants and subsidies [5][6]. - The long-term impact of these costs on operating expenses and cash flow will require further observation over the next six months to a year [5][6]. Group 4: Strategic Advantages - JD.com benefits from its established logistics network, which can enhance the efficiency of its food delivery service [6]. - The synergy between JD.com’s e-commerce, real-time retail, and logistics operations presents significant growth potential for the food delivery segment [5][6].