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TCL科技:面板盈利持续改善,期待光伏业务回暖-20250501
Huaan Securities· 2025-05-01 03:23
[公司价格与沪深 Table_Chart] 300 走势比较 -36% -21% -5% 11% 26% 5/24 8/24 11/24 2/25 TCL科技 沪深300 [Table_Author] 分析师:陈耀波 执业证书号:S0010523060001 邮箱:chenyaobo@hazq.com 分析师:刘志来 [Table_StockNameRptType] TCL 科技(000100) 公司点评 面板盈利持续改善,期待光伏业务回暖 | 投资评级:买入(维持) [Table_Rank] | | | --- | --- | | 报告日期: 2025-05-01 | | | [Table_BaseData] 收盘价(元) | 4.15 | | 近 12 个月最高/最低(元) | 5.83/3.56 | | 总股本(百万股) | 18,779 | | 流通股本(百万股) | 18,100 | | 流通股比例(%) | 96.38 | | 总市值(亿元) | 779 | | 流通市值(亿元) | 751 | 执业证书号:S0010523120005 邮箱:liuzhilai@hazq.com [Table_C ...
“粮草”足 有保障(奋战二季度 确保“双过半”)
Sou Hu Cai Jing· 2025-05-01 00:23
Group 1 - The provincial finance system aims to provide strong financial support for achieving the "double over half" goal in the second quarter by focusing on four key areas [1] - Financial measures include a budget of 150 million yuan to support the distribution of consumption vouchers in 2025 and efforts to secure more central government support [1] - The province plans to optimize the management of local government special bonds to enhance investment and infrastructure development [1] Group 2 - The government will provide a one-time subsidy of 100,000 yuan to key industrial and service enterprises that achieve a year-on-year revenue growth of 10% or more in the second quarter of 2025 [2] - Measures will be taken to ensure that all counties can fully budget for "three guarantees" expenditures, with a focus on risk management and financial stability [2] - The province will implement a strict management mechanism for bond issuance and ensure the completion of the remaining 63.298 billion yuan bond replacement issuance for economic recovery [2]
奋战二季度 确保“双过半”丨起步有力 后劲十足 二季度 奋力冲
He Nan Ri Bao· 2025-04-30 23:31
Core Viewpoint - The article emphasizes the importance of boosting domestic demand and investment in Henan province to ensure economic recovery and growth, particularly in the second quarter of 2025. Domestic Demand and Consumption - Henan province is implementing a special action plan to boost consumption, focusing on enhancing consumer capacity, expanding product consumption, and improving service quality through eight major actions [1] - The plan aims to address barriers to consumption by promoting high-quality employment, increasing residents' income, and improving the overall consumption environment [1] - The province has allocated 1.5 billion yuan for the "Lego Henan" consumption voucher program to stimulate consumer spending [10] Infrastructure Investment - The provincial government has introduced 14 measures to enhance infrastructure investment, covering the entire lifecycle of infrastructure projects [2] - Key strategies include concentrated project oversight, expedited preliminary work, and strengthened support for major projects [3] Support for Enterprises - The government is expanding its support for key enterprises, increasing the number of companies receiving assistance from 1,500 to 15,000 [4] - Measures include helping enterprises secure orders, reduce costs, and transition to new business models [5] - Financial support will be provided to enterprises with significant revenue growth, with a one-time subsidy of 100,000 yuan for those achieving a 10% increase in revenue [7] Agricultural Production - The second quarter is critical for summer grain production, with efforts focused on managing wheat during its critical growth phase [8] - The province is also enhancing livestock production capabilities and supporting farmers through various policies [9] Foreign Trade - Henan's foreign trade saw a total import and export value of 204.26 billion yuan in the first three months of the year, with a year-on-year growth of 28% [11] - The government plans to stabilize foreign trade through policy support, market expansion, and assistance for enterprises facing challenges [11]
操之有方 行之有力 ——以奋进姿态拼抢二季度之二
He Nan Ri Bao· 2025-04-30 23:31
进入二季度,全年工作进入抓落实、抓推进、抓突破的重要节点,这是承上启下的关键期,攻坚突破的 黄金期。要融入服务全国统一大市场建设,加强市场运行监测监管,打通规则障碍,提高运行效率,深 化数据要素市场化改革,加快推动内外贸一体化。注重稳、扩、增用招,着力稳就业、稳企业、稳市 场、稳预期,千方百计扩消费,多策并举增加有效投资。要推动科技创新和产业创新深度融合,坚持教 育、科技、人才一起抓,优化创新平台体系,加快发展科技金融,实施"人工智能+"行动,提升产业链 群能级。注重抓、扭、提用力,全力以赴抓落实,巧借扭矩放大作用找到最佳支点,提升发展质量效 益。要推进产业园区改革发展,加强统筹谋划,深化制度改革,打造吸引力强的投资场景、发展场景。 注重立、改、破用功,以新发展理念引领高质量发展,更好发挥改革关键一招作用,该破的及时破、坚 决破、彻底破。要保民生保安全保稳定,挖潜扩容就业空间,倡导大学毕业生、各类人才投身乡村振兴 事业,防范化解金融风险,维护公共安全和社会稳定。注重准、实、效用心,精准发力、精准施策、精 准落实,做到谋划工作、制定措施、政策落地、解决问题要实,注重效能效果效益。 征途回望千山远,前路放眼万象新 ...
经济学家张奥平:4月PMI回落至收缩区间,扩内需政策需加力提速
Sou Hu Cai Jing· 2025-04-30 13:44
他建议,因当前经济主要矛盾仍为需求不足,且外部环境仍存更大的不确定性,各地区各部门应将扩大 内需作为下阶段首要工作任务。 具体来看,财政政策方面,应加快今年已安排的4.4万亿元地方政府专项债券、1.3万亿元超长期特别国 债等发行使用,加力扩围落实"两重"建设与"两新"工作,为后续增量财政政策加码留出空间。 【大河财立方 记者 夏晨翔】4月30日,国家统计局发布了2025年4月制造业采购经理指数、非制造业商 务活动指数、综合PMI产出指数。 其中,制造业采购经理指数(PMI)为49.0%,比上月下降1.5个百分点,回落至收缩区间。非制造业商 务活动指数为50.4%,比上月下降0.4个百分点;综合PMI产出指数为50.2%,比上月下降1.2个百分点, 均高于临界点。 作为经济监测最重要的指标之一,指数变化有何重要意义?对此,大河财立方记者专访了经济学家、新 质未来研究院院长张奥平。 "4月PMI录得数据为49.0%,显示经济受外部冲击影响加大,扩内需紧迫性加强。"张奥平分析称,美国 发动的全球新一轮关税战使我国外需承压,且内部有效需求仍显不足,下阶段需加快地方政府专项债 券、超长期特别国债等存量政策的发行使用,同 ...
北交所4月份定期报告:一季报披露完毕,营业收入同比增长39.3%
Dongguan Securities· 2025-04-30 11:22
北交所报告 北交所 4 月份定期报告 北 一季报披露完毕,营业收入同比增长 2025 年 4 月 30 日 S0340522110001 电话:0769-22177163 邮箱:liziyi@dgzq.com.cn SAC 执业证书编号: S0340522040001 电话:0769-23320059 邮箱:lvziwei@dgzq.com.cn 北证 50 指数走势 所 研 究 证 券 研 资料来源:iFind,东莞证券研究所 核心观点: 分析师:李紫忆 SAC 执业证书编号: 分析师:吕子炜 截至2025年4月30日,北交所一季报披露完毕。265家上市公司在2025年第 一季度实现营业总收入403.58亿元,同比增长5.81%;实现归母净利润26.12 亿元,同比下滑7.50%。从营收表现来看,162家公司实现同比增长,其中 78家公司营收增速超20%,18家公司增速更是超过50%。在净利润方面,若 剔除归母净利润为负的公司,有104家公司实现归母净利润同比增长,增速 超20%的达70家,增速超50%的有39家。此外,市场营业总收入中位数为 8269.50万元,归母净利润中位数为754.61万元。 期 报 ...
中国驻印大使:美国不是世界的全部 欢迎更多印度优质产品进入中国市场
news flash· 2025-04-30 10:23
中国驻印大使:美国不是世界的全部 欢迎更多印度优质产品进入中国市场 智通财经4月30日电,据中国驻印度大使馆,4月29日,徐飞洪大使就反对美国滥施关税在印度主流英文 报纸《印度快报》发表署名文章《美国不是世界的全部》。其中提到,中国和印度同为发展中大国和新 兴经济体,肩负着发展振兴的共同使命。当前,中国正积极推动高质量发展,扩大高水平对外开放,印 度致力于实现"2047发达印度"愿景。作为仅有的两个超10亿人口规模的大国,中印两大市场对接可以产 生"1+1=11"的叠加效应。国际货币基金组织预测,未来5年,中国和印度对全球经济增长贡献率总和将 达36%,超过所有G7国家总和。中国正在实施扩大内需战略和提振消费专项行动,这将释放巨大消费 潜能。欢迎更多印度优质产品进入中国市场。中国严格遵守世贸组织补贴纪律和市场规则,不会搞市场 倾销和恶性竞争,不会冲击他国产业和经济发展。 ...
河南财政:备足“粮草军需”,确保二季度“双过半”
Sou Hu Cai Jing· 2025-04-30 06:42
Group 1 - The Henan Provincial Government is implementing a series of policies to ensure economic stability and growth in the second quarter, focusing on financial support and investment expansion [1][2] - The provincial government aims to boost domestic demand by providing 5 billion yuan in funds for consumer goods replacement and 150 million yuan for consumption vouchers [1] - The government plans to accelerate investment by issuing 113.8 billion yuan in new special bonds, with 36.45 billion yuan already issued in the first quarter for infrastructure projects [1] Group 2 - Measures to stabilize foreign trade include increased financial support for enterprises affected by trade sanctions and incentives for key foreign trade companies [2] - The government encourages the export of key industries such as automobiles and specialty agricultural products, providing interest subsidies for imports of critical equipment and resources [2] - To enhance enterprise development, the government will offer a one-time subsidy of 100,000 yuan to key industrial and service enterprises that achieve a 10% year-on-year revenue growth in the second quarter [2] Group 3 - The government is committed to ensuring the "three guarantees" (basic living needs, education, and medical care) are fully funded across all counties, with a budget execution rate of 27.8% in the first quarter [3] - Measures to mitigate local government debt risks include issuing 594.02 billion yuan in replacement bonds and establishing a strict management mechanism for bond issuance [3] - The government aims to reform financing platforms and ensure that over 50% exit by the end of June, providing a solid foundation for economic recovery [3]
4月PMI回落至收缩区间,扩内需政策需加力提速
Jing Ji Guan Cha Wang· 2025-04-30 06:07
4月30日,国家统计局发布了2025年4月制造业采购经理指数、非制造业商务活动指数、综合PMI产出指 数。其中,制造业采购经理指数(PMI)为49.0%,比上月下降1.5个百分点,回落至收缩区间。非制造业 商务活动指数为50.4%,比上月下降0.4个百分点;综合PMI产出指数为50.2%,比上月下降1.2个百分 点,均高于临界点。 4月PMI录得数据为49.0%,显示经济受外部冲击影响加大,扩内需紧迫性加强。笔者认为,美国发动的 全球新一轮关税战使我国外需承压,且内部有效需求仍显不足,下阶段需加快地方政府专项债券、超长 期特别国债等存量政策的发行使用,同时及时推出新型政策性金融工具等增量储备政策,更大力度支持 扩大内需、稳定外贸。 首先,从制造业采购经理调查指标体系的13个分类指数来看,制造业供需两端均回落,外需大幅走弱, 价格低位运行。具体来看: 1.供需两端回落:生产端,4月PMI生产指数为49.8%,比上月下降2.8个百分点;需求端,4月PMI新订 单指数为49.2%,比上月下降2.6个百分点,均跌入收缩区间; 2.外需大幅走弱:PMI新出口订单指数是出口的领先指标,4月PMI新出口订单指数为44.7% ...
政策预期点燃市场信心,500质量成长ETF(560500)盘中飘红
Xin Lang Cai Jing· 2025-04-30 05:24
Group 1 - The China Securities 500 Quality Growth Index (930939) has shown a slight increase of 0.22% as of April 30, 2025, with notable gains in constituent stocks such as Amlogic (688099) up 4.29% and Anker Innovations (300866) up 3.80% [1] - The 500 Quality Growth ETF (560500) has also risen by 0.22%, with the latest price reported at 0.92 yuan, and a significant increase in shares by 5 million this month, ranking it in the top third among comparable funds [1] - Huaxi Securities highlights the role of the Chinese version of the stabilization fund in supporting the A-share market, emphasizing a higher positioning for "stabilizing and activating the stock market" compared to previous times [1] Group 2 - The 500 Quality Growth ETF closely tracks the China Securities 500 Quality Growth Index, which selects 100 companies with high profitability, sustainable earnings, and strong cash flow from the broader 500 Index [2] - As of March 31, 2025, the top ten weighted stocks in the index include Chifeng Jilong Gold Mining (600988) and Ninebot (689009), with the top ten stocks accounting for a total weight of 24.26% [2]