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北京科博会现场东城展示“科创金三角”,互动项目人气爆棚
Xin Jing Bao· 2025-05-08 14:29
Group 1: Event Overview - The 27th China Beijing International Science and Technology Industry Expo opened on May 8 at the National Conference Center, with Dongcheng District showcasing a "Science and Innovation Golden Triangle" theme and inviting 35 companies to participate [1] - The Dongcheng exhibition area launched 21 new products and technologies, including 5 in the "Technology + Culture" sector, 4 in "Technology + Healthcare," and 12 in "Technology + Future Industries" [1] Group 2: Key Exhibits and Innovations - The highlight of the cultural industry section was the Poly Culture's multi-functional cultural relic holographic display cabinet, which has obtained patents for its design and a 3D holographic interactive system, allowing viewers to interact with digital models and real artifacts [1] - In the healthcare sector, Beijing Union Medical College Hospital showcased two original automated dental pulp treatment devices and a digital assessment and intervention system for frailty and sarcopenia, while MaiSheng Medical presented a miniaturized proton therapy device for cancer treatment [2] - The "Technology + Future Industries" circular exhibition area focused on four advanced fields: AI + headquarters digitization, Beidou navigation + smart cities, 6G + next-generation communication technology, and new energy and green low-carbon transformation [3] Group 3: Industry Development and Future Outlook - Dongcheng District aims to establish a new benchmark for integrated development of "Science and Innovation + Livability and Employment," focusing on chip design, healthcare, and central enterprise digitization [3] - The area is strategically developing a 10.8 square kilometer zone with a "three-axis, three-core, multi-point" layout, attracting major foreign enterprises like Intel and Qualcomm, and top financial institutions [3] - The resource aggregation in the "Science and Innovation Golden Triangle" is expected to significantly enhance the district's innovation capacity in the next two years [3]
贵阳市生态城市发展基金招GP
FOFWEEKLY· 2025-05-08 09:56
日前,贵阳市生态城市发展基金发布子基金管理机构公开遴选(第一批)公告:为充分发挥政府投 资基金的引领、撬动作用,带动更多金融资本和社会资本支持贵阳市"六个生态"建设,落实"生态 立市",按照《贵阳市基金管委会关于印发〈贵阳市政府投资基金管理办法(试行)〉〈贵阳市政 府投资基金管理办法实施细则(试行)〉的通知》(筑基金发〔2024〕2号)《贵阳市生态城市发 展基金管理办法(试行)》《贵阳市生态城市发展基金管理办法实施细则(试行)》等文件要求, 开展贵阳市生态城市发展私募股权投资基金合伙企业(有限合伙)(以下简称"贵阳市生态城市发 展基金"或"母基金")子基金管理人公开遴选(第一批)工作。 根据此前消息,贵阳市生态城市发展基金于2025年2月27日正式通过中国证券投资基金业协会备 案。 据悉,本支基金出资额20.01亿元,主要围绕新型城镇化建设重点投向一是产城融合、特色小镇、 物业服务、人才保障、低空经济等领域;二是绿色低碳生态建设领域,涵盖城市水环境治理、固 (危)废治理、清洁能源等,以及交通、建筑等领域绿色低碳转型重点项目;三是城市文旅产业发 展领域,包括红色旅游等景区建设项目,文化园区等建设运营项目,以及文 ...
中煤张煤机公司出口印尼世界首套550米工作面刮板输送成套装备成功通过出厂评议
Zhong Guo Neng Yuan Wang· 2025-05-08 08:48
5月8日,中煤张煤机公司自主研发的出口印尼世界首套550米工作面刮板输送成套装备成功通过出厂评议,即将验收交付。该成套设备 的成功研制,进一步强化了该公司在行业的技术领先地位。与会专家团队一致认为:整套设备配套合理、技术先进、性能卓越,具有可靠 性高、智能化、低能耗等特点,满足中厚煤层550m超长工作面开采需求,达到了国际领先水平。 该套设备是继成功研发8MW超长运距智能刮板输送成套装备、7.2米超大采高综采放顶煤工作面刮板输送成套设备后,中煤张煤机公司 为建设大型煤炭基地、保障能源供应提供的又一重器。 创新驱动,激活技术引擎 该套设备集公司多项研发首创于一身:首创设计运距550m、输送能力≥3000t/h、装机功率3×2000kW的SGZ1100/6000高端智能刮板输送 机,满足中厚煤层超长工作面一次采全高开采需求;首创免维护、高耐磨链轮组件,有效解决了传统链轮漏油失效的技术痛点,实现使用 寿命的显著提升;首创新型链条张紧控制模型,解决550m运距牵引链条负载运行时弹性变形的动态过程补偿问题,提升了刮板机智能化水 平。该装备还采用了一系列新材料、新工艺,大幅提升了设备的耐磨性能和使用寿命,提升煤炭开采综合 ...
鹏华深圳能源REIT2024年度及2025年一季度业绩说明会成功举办
Zhong Guo Jing Ji Wang· 2025-05-08 01:45
4月28日,鹏华深圳能源清洁能源封闭式基础设施证券投资基金(以下简称"鹏华深圳能源REIT",基金代 码:180401)2024年度及2025年一季度业绩说明会成功举办。鹏华基金与运营机构及相关各方充分合 作,取得了相对稳定的经营成果,为投资者持续带来亮眼"答卷":2024全年、2025年一季度可供分配金 额约为3.56亿元、0.48亿元。 何昕介绍了2024年运营管理机构工作情况,深圳能源运营管理团队注重防风险保安全、挖潜力增效能, 促进各项工作圆满完成。关于气电在广东的重要性,何昕分析,气电在广东各类电源中具有重要地位、 符合未来能源绿色低碳转型发展方向,广东在政策和市场建设上将继续鼓励气电这一电源长远健康发 展。 持续增强投资者获得感 根据《公开募集基础设施证券投资基金指引(试行)》要求,公募REITs每年至少收益分配一次。分红频 率的提高和稳定,既彰显了基础设施REITs高比例现金分红的产品特性,又体现出基金底层资产运营的 稳健。鹏华基金一直重视基金分红工作,结合项目运营资金需求和市场期盼积极研究推进,力争给投资 者带来更多获得感。 臧钊介绍,鹏华深圳能源REIT在2022年、2023年、2024年可 ...
科技创新引领全面绿色转型
Jing Ji Ri Bao· 2025-05-07 22:46
绿色发展是高质量发展的底色,是习近平经济思想的重要内容。前不久,《习近平经济文选》第一卷出 版发行,系统反映了习近平经济思想的丰富内涵、科学体系和原创性贡献,其中多篇著作都对绿色发展 作出深刻论述。习近平总书记在《以新的发展理念引领发展》中指出,"绿色循环低碳发展,是当今时 代科技革命和产业变革的方向,是最有前途的发展领域";在《以中国式现代化全面推进强国建设、民 族复兴伟业》中指出,"加快发展方式绿色转型,提升生态系统多样性、稳定性、持续性,积极稳妥推 进碳达峰碳中和,以高品质的生态环境支撑高质量发展";在《什么是新质生产力,如何发展新质生产 力》中指出,"加快绿色科技创新和先进绿色技术推广应用,做强绿色制造业,发展绿色服务业,壮大 绿色能源产业,发展绿色低碳产业和供应链,构建绿色低碳循环经济体系"。这一系列重要论述为更好 推动绿色发展提供了重要遵循。 推动绿色发展,强化支撑绿色转型的科技创新是关键。中共中央、国务院印发《关于加快经济社会发展 全面绿色转型的意见》,提出全方位、全领域、全地域推进绿色转型重点任务,并对推进绿色低碳科技 革命作出重要部署。推动经济社会发展全面绿色转型,必须深入学习领会习近平总书 ...
中国外贸的韧性,美国早就该看明白了
Sou Hu Cai Jing· 2025-05-07 14:17
Core Viewpoint - The resilience of China's foreign trade is highlighted despite the challenges posed by U.S. tariffs, showcasing a robust industrial system and innovative capabilities that allow for high-quality development and market diversification [1][3][33] Group 1: Impact of Tariffs - U.S. tariffs have led to increased domestic prices, burdening American consumers, as acknowledged by former President Trump [3][5] - American retailers, including major brands like Nike, are seeking tariff exemptions, indicating the negative impact of tariffs on U.S. businesses [5][7] - Research from prestigious institutions shows that the self-harming effects of the tariff war on the U.S. economy far exceed its impact on China [5][7] Group 2: China's Industrial Strength - China's unique industrial system, characterized by a complete and diverse manufacturing base, has allowed it to withstand tariff pressures [9][11] - The country has maintained its position as the world's largest manufacturing nation for 15 consecutive years, with a comprehensive range of industries [9][12] - The seamless integration of supply chains, as demonstrated at trade fairs like the Canton Fair, is a significant advantage for Chinese exports [9][20] Group 3: Innovation and Green Transition - Innovation is a key driver of China's foreign trade, with the country ranking 11th in the global innovation index and investing heavily in R&D [12][16] - The shift towards green and low-carbon products is evident, with a significant number of eco-friendly products showcased at international trade events [14][16] - Chinese products are increasingly recognized for their technological advancements, making tariffs less impactful [14][16] Group 4: Global Market Engagement - The 137th Canton Fair attracted over 280,000 foreign buyers from 219 countries, reflecting international confidence in Chinese trade despite U.S. tariffs [18][20] - The fair generated a transaction volume of $25.44 billion, with over 60% of deals coming from Belt and Road Initiative countries, highlighting the importance of global partnerships [18][20] - The enthusiasm of international buyers contrasts sharply with the hesitance of some U.S. purchasers, indicating a shift in market dynamics [20][22] Group 5: Brand Development and Entrepreneurial Spirit - The transformation from "Made in China" to "Created in China" signifies a shift in mindset among Chinese exporters towards brand ownership and market control [24][30] - Entrepreneurs are adapting to challenges by seeking new markets and opportunities, demonstrating resilience and innovation in the face of adversity [26][28] - The diversification strategy adopted by many companies is proving effective, with some expecting overall growth despite declines in U.S. exports [28][30] Group 6: Conclusion - The resilience of China's foreign trade is a result of its industrial strength, innovative capacity, market diversification strategies, and entrepreneurial spirit [33] - The ongoing challenges from unilateralism and protectionism highlight the need for open cooperation and global partnerships [33]
粤电力A(000539):主业量价偏弱压制营收表现,成本降幅难以对冲业绩承压
Changjiang Securities· 2025-05-07 13:44
丨证券研究报告丨 公司研究丨点评报告丨粤电力 A(000539.SZ) [Table_Title] 主业量价偏弱压制营收表现,成本降幅难以对冲 业绩承压 报告要点 [Table_Summary] 2025 年一季度公司累计完成发电量 252.92 亿千瓦时,同比减少 10.32%。2025 年以来广东电 力市场竞争加剧,年度双边协商交易成交均价大幅下降,量价均显著下降导致公司营收持续承 压,一季度实现营业收入 105.73 亿元,同比下降 17.33%。虽然在煤价持续回落带动下,公司 营业成本同比下降 11.14%,但成本的回落幅度难以弥补营业收入下降带来的不利影响,公司 一季度归母净利润亏损 3.83 亿元,同比减少 403.21%。 分析师及联系人 SAC:S0490517080003 SAC:S0490520120001 SAC:S0490520110001 SAC:S0490523080003 SFC:BQT627 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 张韦华 司旗 宋尚骞 刘亚辉 [Table_Author] 粤电力 A(000539.SZ) ...
宇新股份(002986) - 2025年5月7日投资者关系活动记录表
2025-05-07 09:48
证券代码:002986 证券简称:宇新股份 广东宇新能源科技股份有限公司 投资者关系活动记录表 编号:2025-001 | 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 | | | ☐现场参观 | | | ☐其他(请文字说明其他活动内容) | | 参与单位名称及人员 | 通过价值在线(www.ir-online.cn)线上参与公司2024年 | | | 度业绩说明会的全体投资者 | | 姓名 | | | 时间 | 2025年05月07日 15:00-16:30 | | 地点 | 价值在线(https://www.ir-online.cn/) | | 上市公司接待人员姓名 | 董事长 胡先念 | | | 副总经理兼财务总监 周丽萍 | | | 独立董事 杨朝合 | | | 独立董事 熊政平 | | | 独立董事 吴肯浩 | | | 董事会秘书 胡锐 | | 投资者关系活动主要 | 公司对投资者关注的问题进行了回复,问答情况如下: | | | 1.公司曾建设了10万吨丁酮联产13万吨乙酸乙酯装 | | ...
建信期货铝日报-20250507
Jian Xin Qi Huo· 2025-05-07 04:59
行业 铝日报 日期 2025 年 5 月 7 日 有色金属研究团队 研究员:余菲菲 021-60635729 yufeifei@ccb.ccbfutures.com 期货从业资格号:F3025190 研究员:张平 021-60635734 zhangpin@ccb.ccbfutures.com 期货从业资格号:F3015713 研究员:彭婧霖 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号:F3075681 请阅读正文后的声明 #summary# 每日报告 一、行情回顾与操作建议 图1:机构净持仓 图2:机构多空比 数据来源:Wind,建信期货研究发展部 数据来源:Wind,建信期货研究发展部 铝观点: 五一假期期间伦铝先抑后扬,30 日美国公布 GDP 数据出现萎缩引发市场悲观 情绪打压伦铝下跌,随后非农就业数据发布悲观氛围缓解伦铝止跌反弹,节后首 日沪铝冲高回落,主力最高突破 2 万,但后续持续下跌,终报收于 19780,跌幅 达到 1%,指数总持仓减少 353 至 512475 手。华东现货货源充足,且下游看跌情 绪又起,现货成交贴水为主,日内华东 ...
金融助力 产业向“绿”
Ren Min Ri Bao· 2025-05-06 22:12
Group 1 - The core viewpoint emphasizes the importance of low-carbon transformation in traditional industries, highlighting the collaboration between financial institutions and agricultural enterprises to enhance productivity and reduce carbon emissions [1][2] - Jiangxi Bank provided a total credit of 180 million yuan to Ningcheng Agricultural Development Co., Ltd. to support the low-carbon transformation of its tea garden, which is expected to double the yield per mu while significantly reducing fertilizer and water usage [1] - The bank also issued a 10 million yuan loan for the digital transformation of Changwang Technology Co., Ltd., aiding in the establishment of an intelligent factory to address challenges such as resource constraints and inefficiency [2] Group 2 - Jiangxi Bank has established Jiangxi Province's first "carbon neutral outlet" in Fuzhou, focusing on green operations, paperless offices, and digital transformation [2] - The bank is developing specialized financial products like "Pingshan Carbon Account Performance Linked Loan" and "Green Transformation Loan" to support local industries in their low-carbon transition [2] - The initiatives align with the dual carbon goals, showcasing the potential of finance to facilitate green development [2]