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璞泰来: 上海璞泰来新能源科技股份有限公司第四届董事会第六次会议决议公告
Zheng Quan Zhi Xing· 2025-06-13 11:50
证券代码:603659 证券简称:璞泰来 公告编号:2025-043 上海璞泰来新能源科技股份有限公司 第四届董事会第六次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 上海璞泰来新能源科技股份有限公司(下称"公司"、"本公司"、"璞泰 来")第四届董事会第六次会议通知于2025年6月3日以电子邮件、电话通知的方 式发出,会议于2025年6月13日下午在公司会议室采用现场结合通讯表决的方式 召开,应参加表决董事5人,实际参加表决董事5人,会议由公司董事长梁丰先 生召集并主持。本次会议的召集及召开程序符合《公司法》、《证券法》及《公 司章程》的相关规定,会议合法有效。 二、董事会会议审议情况 经与会董事讨论和审议,以记名投票方式审议一致通过并形成以下决议: (一)审议通过了《募集资金管理制度(2025年修订)》 为规范公司募集资金的使用与管理,根据《中华人民共和国公司法》《中华 人民共和国证券法》《上市公司募集资金监管规则》《上市公司监管指引第2 号——上市公司募集资金管理和使用的监管要求》 ...
中发展控股:预期年度亏损减少至约1730万港元至1900万港元
news flash· 2025-06-13 09:47
Core Viewpoint - The company anticipates a reduction in net loss for the fiscal year ending March 31, 2025, with expected losses between approximately HKD 17.3 million and HKD 19 million, compared to a net loss of about HKD 31.1 million in the previous year [1] Financial Performance - The decrease in loss is primarily attributed to the change in fair value of convertible bond derivative financial instruments, which shifted from a fair value loss in the previous year to a fair value gain in the current year [1]
抖音代运营公司一般是怎么收费的呢?
Sou Hu Cai Jing· 2025-06-13 07:38
Core Insights - The pricing disparity in the agency operation services for brands entering Douyin ranges from 30,000 yuan to 300,000 yuan, driven by a complex pricing system as the short video e-commerce sector matures [1] Pricing Discrepancies - Beauty category agency operation quotes are generally 30% higher than local lifestyle categories, primarily due to the frequency of content iteration required [3] - A leading service provider's beauty account needs to test 5-8 sales videos weekly, while a restaurant account only requires 2-3 store visit contents [3] - The cost of collaborating with top influencers in the beauty sector can exceed 10,000 yuan per post, contrasting with industrial equipment categories that may require custom 3D animations costing over 5,000 yuan [3] Hidden Costs in Niche Categories - Choosing a low-cost package, such as an 8,000 yuan/month option, can lead to unexpected expenses, like a 20,000 yuan charge for additional AR product display features [5] - This highlights the industry rule that the more specialized the field, the less controllable the customization costs become [5] Regional Pricing Variations - Basic packages from service providers in Hangzhou start at 15,000 yuan, which is 50% higher than similar services in Chengdu, reflecting differences in resource response speed [6] - For instance, a team in Hangzhou can mobilize influencers to create follow-up videos within 6 hours during trending topics, while regional providers rely more on local influencers [6] - However, lower-tier markets can offer unique advantages, such as a hotpot brand in Chongqing finding a team that provides a 5,000 yuan/month package including two live streams per week, with hosts adapting their speech to local dialects [6] Service Models and Risks - Basic packages priced at 3,000 yuan often use a "mixed editing + template" model, leading to significant homogenization risks [10] - Accounts using such services typically face traffic bottlenecks after three months, while effective custom services incur three main hard costs: over 2,000 yuan daily rental for high-quality filming equipment, a base salary of 10,000 yuan for professional traffic managers, and over 500,000 yuan annual maintenance for top influencer resources [10] Future Trends in the Agency Market - AI tools are reshaping cost structures, with one MCN organization reporting a 40% increase in basic video production capacity after implementing an intelligent script system, leading to a 15% price drop for packages under 5,000 yuan [11] - However, tightening regulations introduce new costs, with compliance checks adding 50-100 yuan per video [11] - The rise of regional service providers is noteworthy, as a team in Shandong has achieved a threefold conversion rate in live streaming by leveraging supply chain advantages, replicating their "agency operation + drop shipping" model in niche markets [11] Selecting Quality Service Providers - High-quality agency operations should demonstrate three capabilities: content production (at least three original videos weekly), traffic management (stable ROI of 1:5 for advertising), and commercial conversion (return rate under 15%) [12] - A mother and baby brand successfully identified a capable team through a "three-month trial operation + performance-based clauses," requiring the agency to refund a portion of the service fee if they fail to meet a 100,000 follower growth target [12] - Price is not the sole criterion for selection; a 20,000 yuan monthly fee may ultimately be more cost-effective than a 5,000 yuan option if it saves 200,000 yuan in trial and error costs through professional expertise [12]
人民银行莱芜分行:“四聚焦”“四保障”深耕县域金融五篇大文章
Qi Lu Wan Bao· 2025-06-13 02:09
Core Viewpoint - The People's Bank of China Laiwu Branch has implemented various measures since 2025 to enhance financial services for county-level economic development, resulting in significant loan growth in key areas [1][2]. Group 1: Central Bank Funding Support - The Laiwu Branch has executed a moderately loose monetary policy, releasing approximately 915 million yuan through reserve requirement ratio cuts, and facilitating the issuance of 1 billion yuan in technology innovation bonds by Lai Commercial Bank [2]. - As of the end of May, the total loans in the Laiwu Branch's jurisdiction reached 144.78 billion yuan, with a year-to-date growth of 4.16%, and corporate loans increased by 5.61 billion yuan, a year-on-year increase of 37.03% [2]. Group 2: Service Mechanism Optimization - Since February 2023, the Laiwu Branch has introduced a "Financial Commissioner" system, deploying 26 resident and 15 non-resident financial specialists to enhance policy alignment and project connections [3]. - By the end of May, the financial commissioners have facilitated 75 fiscal and industrial policy transmissions, organized 233 training sessions for over 1,600 enterprises, and conducted 2,607 enterprise visits, resulting in 1,018 credit agreements totaling 74.342 billion yuan [3]. Group 3: Special Action Quality Improvement - The Laiwu Branch has launched a "Financial Services for NPC and CPPCC Representatives" initiative to enhance financing connections between banks and enterprises, establishing a collaborative mechanism involving government and financial institutions [5]. - As of the end of May, the initiative has identified 39 enterprises with a total credit balance of 3.736 billion yuan and a loan balance of 2.332 billion yuan, with 348 enterprises visited and 170 financial products promoted [5]. Group 4: Credit Product Innovation - The Laiwu Branch has organized discussions with financial institutions to develop tailored credit products that meet the specific needs of various enterprises, resulting in the launch of 122 credit products, including over 100 specialized products [6]. - Notable innovations include the "Production and Finance e-loan," which connects with the Shandong Guarantee Financial Supervision Warehouse platform to address financing challenges for agricultural enterprises [6].
中国电池企业出海下半场:“将是一条更难,但也更有价值的路”
Nan Fang Du Shi Bao· 2025-06-12 23:10
Core Insights - The battery industry is experiencing rapid growth and significant market opportunities, but it is also facing intense price competition and profit compression [2][3] - Companies must balance short-term market share gains with long-term sustainable strategies, focusing on fundamental engineering and business principles [2][3][11] Industry Trends - The industry is witnessing a "bloodbath" price war, leading to a need for careful financial management to maintain profitability [2][3] - There is a growing emphasis on advanced manufacturing platforms, particularly the stacking process, as a foundation for future battery technologies like solid-state and ultra-fast charging [4][12] Market Opportunities - New growth opportunities are emerging from the redefinition of market segments driven by technological advancements and changing consumer preferences [5][6] - Key trends include the rise of "off-road new energy" vehicles, hybrid electric vehicles (HEVs) in global markets, and the electrification of commercial vehicles [6][7] Strategic Considerations - Companies should adopt a "first principles" approach to technology development, ensuring that innovations address real industry pain points and can be produced at scale [3][4] - The focus should be on creating a robust manufacturing platform that can adapt to various customer needs while maintaining cost efficiency [12] Future Challenges - The commercialization of solid-state batteries faces significant challenges, particularly in terms of cost and manufacturing complexity, which may delay their entry into mainstream markets [8][10] - The industry must navigate the complexities of global operations, including regulatory environments and cultural differences, to successfully expand internationally [12]
新型政策性金融工具呼之欲出 投向或更丰富
Zheng Quan Ri Bao· 2025-06-12 16:30
Group 1 - The introduction of new policy financial tools is approaching, aimed at supporting technological innovation, expanding consumption, and stabilizing foreign trade [1] - The new policy financial tools are expected to be implemented by the end of June, addressing the capital shortage for project construction [1][2] - Local governments are actively preparing for the new policy financial tools, with various meetings held to discuss project applications and financial support [2][3] Group 2 - The new policy financial tools are designed to supplement fiscal shortfalls through market mechanisms, with funding support from the central bank's PSL [3] - These tools are expected to have a strong leverage effect, potentially mobilizing more credit or social capital to enhance economic growth [3] - The anticipated scale of the new policy financial tools is around 500 billion yuan, which could leverage approximately 6 trillion to 6.5 trillion yuan in effective investment [4]
业界人士共话棉花产业可持续发展
Qi Huo Ri Bao Wang· 2025-06-12 16:19
Group 1 - The 2025 China International Cotton Conference was held in Guangzhou, focusing on sustainable cotton development and promoting new consumption trends in the industry [1] - Keynote speaker Wang Jianhong emphasized the need for the cotton industry to adapt to external challenges and enhance quality, brand influence, and market expansion [1][2] - The conference included discussions on balancing supply and demand in the cotton market, with a focus on stabilizing domestic consumption [2] Group 2 - The cotton target price policy is crucial for the sustainable development of the Xinjiang cotton industry, aiming to stabilize planting area and total output [2] - The importance of futures tools for risk management in the cotton and textile industries was highlighted, with companies increasingly recognizing their value [3] - A roundtable discussion featured insights from various industry leaders on domestic cotton pricing, consumption demand, and the use of futures for risk management [4]
保险Ⅱ行业点评报告:非上市险企2026年执行新准则,预计险资增配OCI股票趋势将延续
Soochow Securities· 2025-06-12 15:39
证券分析师 孙婷 执业证书:S0600524120001 sunt@dwzq.com.cn 证券分析师 曹锟 执业证书:S0600524120004 caok@dwzq.com.cn 行业走势 证券研究报告·行业点评报告·保险Ⅱ 保险Ⅱ行业点评报告 非上市险企 2026 年执行新准则,预计险资增 配 OCI 股票趋势将延续 增持(维持) 投资要点 2025 年 06 月 12 日 -11% -5% 1% 7% 13% 19% 25% 31% 37% 43% 49% 2024/6/12 2024/10/11 2025/2/9 2025/6/10 保险Ⅱ 沪深300 相关研究 《保险行业 4 月月报:寿险保费持续 复苏,财险业务增速稳健》 2025-05-30 《中国人身险产品变迁历史与未来展 望系列报告(二)》 2025-05-13 东吴证券研究所 1 / 4 请务必阅读正文之后的免责声明部分 [Table_Tag] [Table_Summary] ◼ 【事件】6 月 12 日财政部发布《关于进一步贯彻落实新保险合同会计 准则的通知》(以下简称《通知》),具体内容如下: ◼ 1)明确非上市险企自 2026 年 ...
收评:沪指震荡微涨0.01% 新消费概念股持续爆发
Xin Hua Cai Jing· 2025-06-12 08:17
新华财经北京6月12日电 (王媛媛)周四市场全天窄幅震荡,三大指数涨跌不一。截至收盘,沪指报 3402.66点,涨0.01%,成交5016亿元;深证成指报10234.33点,跌0.11%,成交7702亿元;创业板指报 2067.15点,涨0.26%,成交3786亿元。 板块方面,美容护理、IP经济、可控核聚变、创新药等板块涨幅居前,港口航运、白酒、猪肉、煤炭等 板块跌幅居前。 盘面热点 盘面上,新消费概念股再度大涨,美容护理、IP经济等方向领涨,德艺文创等多股涨停。核电股展开反 弹,融发核电涨停。创新药概念股维持强势,海思科涨停。下跌方面,港口航运股展开调整,连云港跌 超5%。 个股跌多涨少,全市场超2800只个股下跌。 机构观点 国家发展改革委副主任李春临6月12日在国新办新闻发布会上表示,从金融、技术、数据等要素赋能实 体经济的角度来看,《关于深入推进深圳综合改革试点深化改革创新扩大开放的意见》推出了深化金融 市场等改革举措,支持符合条件的香港联合交易所上市公司在深圳证券交易所发行上市存托凭证,允许 符合条件、在香港联合交易所上市且在境内注册的粤港澳大湾区企业在深圳证券交易所上市。 将在中国香港申请稳定币 ...
债市日报:6月12日
Xin Hua Cai Jing· 2025-06-12 07:51
【行情跟踪】 机构认为,关税问题变量可能会在风险偏好层面对长端利率形成扰动;同时,7月政治局会议可能会成 为阶段性的政策观察期。预计短期债市难改小幅震荡格局,关注后续基本面数据的预期差影响。 新华财经北京6月12日电 债市周四(6月12日)重回偏弱整理,国债期货主力多数收跌,银行间现券收 益率振幅在0.5BP左右震荡;公开市场单日净回笼72亿元,短端资金利率普遍延续上行。 国债期货收盘多数下跌,30年期主力合约涨0.07%报120.490,10年期主力合约跌0.04%报108.995,5年 期主力合约跌0.04%报106.125,2年期主力合约跌0.01%报102.444。 国开行3年、7年期金融债中标收益率分别为1.5380%、1.6924%,全场倍数分别为1.42、5.86,边际倍数 分别为8.82、32.5。 【资金面】 公开市场方面,央行公告称,6月12日以固定利率、数量招标方式开展了1193亿元7天期逆回购操作,操 作利率1.40%,投标量1193亿元,中标量1193亿元。数据显示,当日1265亿元逆回购到期,据此计算, 单日净回笼72亿元。 银行间主要利率债收益率基本持稳、中短债偏弱,10年期国开 ...