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 ...

Group 1: Modern Industrial System and Agricultural Strengthening - The manufacturing industry is emphasized as a crucial pillar of the national economy, with a focus on maintaining a reasonable proportion of manufacturing in the modernization process [3] - The provincial development plan aims for high-quality development in manufacturing, integrating technological and industrial innovation, and promoting the transformation of traditional industries while nurturing emerging sectors [3][4] - Agricultural technology progress contributes 65.7% to the province's agricultural growth, with over 97% coverage of quality seeds in major crops, highlighting the importance of technology and reform in building a strong agricultural province [4] Group 2: Social Governance and Community Management - The complexity of social issues in the province necessitates solid social governance, with a focus on enhancing the quality of party-building in new economic organizations and improving services for new employment groups [6][7] - Community governance is being strengthened through grassroots efforts, utilizing volunteers and local resources to enhance community safety and service quality [7][8] Group 3: Ecological Protection and Sustainable Development - Continuous efforts are required for ecological protection and pollution prevention, with a commitment to high-quality development and effective governance in ecological matters [9][10] - The establishment of a "15-minute" legal service circle aims to provide comprehensive legal support to the community, enhancing the rule of law and social stability [8] Group 4: Cultural Prosperity and Tourism Development - The province aims to become a center for cultural innovation and a world-class cultural tourism destination, focusing on the integration of culture and tourism [11][12] - Significant efforts are being made in the protection and utilization of cultural heritage, with over 700 projects aimed at enhancing the safety and preservation of cultural relics [12] Group 5: Water Resource Management and Disaster Preparedness - The provincial water authority is implementing measures to address drought conditions, ensuring effective water resource management and supply for both urban and agricultural needs [14] - Preparations for flood prevention and disaster response are being prioritized to safeguard lives and property, emphasizing the importance of early planning and comprehensive emergency management [14]

今年以来， "杭州六小龙"火了，深度求索（De e pSe e k）、宇树科技、游戏科学、云深处科 技、强脑科技、群核科技这六家科技企业备受瞩目，而他们背后的"浙大基因"也颇受关注：其 中有3家公司创始人都毕业于浙江大学。浙江大学不仅走出了一众优秀的企业家，也走出了一 批顶尖的投资人，可谓是群星璀璨。 01 走出一个IPO天团 "杭州六小龙"的共同标签是"硬科技"——聚焦人工智能、机器人、脑机接口等高壁垒领域，以 垂直场景为切口，打破技术封锁，重塑产业逻辑，引发了更大范围对中国高科技企业创新路径 的深度思考。 实际上，早在 1 9 7 8年创建计算机系时，浙江大学就牢牢把握人工智能前沿趋势，将"研究人工 智能理论、设计新型计算机"列为建设方案第一条。同年，招收了第一批人工智能专业硕士研 究生。2 0 1 9年，浙大成为首批3 5所设立人工智能本科专业高校之一，获批国务院学位办自设全 国高校第一个人工智能交叉学科。 "杭州六小龙"中， De epSe ek创始人梁文锋 本硕毕业于浙江大学信息与电子工程学院； 云深 处科技创始人朱秋国 在浙大完成了从本科到博士的学业，朱秋国后来还成为浙大控制科学与工 程学院副教授 ...

香港贸易发展局助理副总裁梁国浩对青岛和香港的合作充满信心。"香港是青岛重要的对外贸易合作伙 伴、第一大外资来源地和重要的国际化融资平台。两地经贸往来密切，合作基础深厚。"他表示，希望 发挥香港科技、金融、专业服务优势，助推青岛科技创新与产业创新融合发展，并深化两地在贸易、航 运物流和文化领域的合作，助力青岛企业优化产业链、供应链和增值链。 招商局集团表示在多个领域助力青岛高质量发展的过程中，与青岛结下了深厚情谊。招商局集团副总经 理邓仁杰致辞指出，青岛正从沿海传统城市化身开放前沿，从拥有深厚历史底蕴的海滨城市变成充满无 限机遇、激励创新创业的发展热土。"融入青岛，就是把握机遇；投资青岛，就是投资未来。"他表示， 招商局集团将发挥驻港央企优势，为"打造青港合作新样板"作出"招商贡献"。 据悉，此次交流会由青岛市人民政府主办，青岛市商务局承办，香港特别行政区政府投资推广署、香港 贸易发展局、香港总商会、香港中华总商会、香港中华厂商联合会、香港中华出入口商会、全港各区工 商联、香港青岛总会、香港青岛同乡联谊会等机构和商协会共同支持。涉及高端装备、新能源、现代金 融、生物医药等重点产业的多个项目在交流会上进行了集中签 ...

深化经济体制改革加快发展新质生产力。生产关系需要适应生产力发展的要求。颠覆性技术及其催生的 新产品、新模式、新业态常常会突破现有法律法规和政策规定。对于成熟产业发展来说，原来有效的体 制机制也不一定与新质生产力发展的要求匹配，需要推动生产关系的调整。习近平总书记在《进一步全 面深化改革中的几个重大理论和实践问题》中指出，"坚决破除影响和制约高质量发展的体制机制弊 端，完善与新质生产力更相适应的生产关系"。当今世界，主要国家都加强了相关的战略布局，我国必 须建立与新质生产力发展相适应的新型生产关系，促进各类先进生产要素向发展新质生产力聚集，才能 在全球科技和产业竞争中抢占先机、赢得主动。 （作者系中国社会科学院习近平新时代中国特色社会主义思想研究中心研究员、中国式现代化研究院副 院长） （文章来源：经济日报） 新质生产力的显著特点是创新。催生新质生产力的创新包括技术和业态创新，也包括管理和制度创新， 但主要驱动力是原创性、颠覆性科技创新。随着新一轮科技革命和产业变革深入推进，颠覆性科技创新 涌现，新产品、新模式、新业态不断形成，为我国加快发展新质生产力、培育壮大经济增长新动能提供 了机遇。习近平总书记在《中国式 ...

Core Viewpoint - The article emphasizes the importance of metrology as a driving force for technological and industrial innovation in Jiangsu Province, highlighting the need for advancements in measurement technology to overcome existing technical bottlenecks and support various industries [1][2]. Group 1: Metrology Innovation and Industry Integration - Jiangsu aims to establish itself as a leader in integrating technological and industrial innovation, with metrology being a key component in this process [1]. - The province has set up seven national industrial metrology testing centers and 13 provincial centers in various fields, including new energy vehicles and biomedicine, to drive innovation [2]. - Over 20 measurement technologies have been developed, filling domestic gaps and promoting industrial upgrades through precise metrology [2]. Group 2: Comprehensive Metrology Service System - A comprehensive metrology service system is being constructed to support industrial innovation, focusing on sectors like new energy and intelligent robotics [3]. - The establishment of provincial metrology technical committees aims to align metrology services with industry needs, enhancing communication between government and enterprises [3]. - Future plans include optimizing the metrology service platform to provide tailored support across the entire product lifecycle, from design to after-sales [3]. Group 3: Market-Oriented Metrology Technology Transformation - The transformation of metrology innovations into marketable solutions is crucial for enhancing industrial productivity [4][5]. - A recent challenge event facilitated technology transactions worth nearly 12 million yuan, demonstrating the effectiveness of metrology technology in driving product development [5]. - The province plans to establish a market-oriented mechanism for the transfer of metrology innovations, fostering collaboration across various sectors [5]. Group 4: Talent Development in Metrology - The development of a skilled workforce in metrology is essential for supporting innovation and industrial growth [6]. - Collaborative training programs with universities and the establishment of a national metrology talent training base are underway to enhance talent acquisition [6]. - The province aims to attract high-level talent and create a diverse metrology workforce to drive innovation and meet industry demands [6].

Economic Overview - In the first four months of 2023, multiple economic indicators showed a year-on-year growth acceleration compared to Q1, indicating stable growth in production and demand, overall stable employment, and the accumulation of new growth drivers [1][4] - The National Bureau of Statistics reported that the total value of goods imports and exports increased by 2.4% year-on-year, accelerating by 1.1 percentage points compared to Q1 [4] Industrial Growth - In April, the industrial added value of large-scale enterprises increased by 6.1% year-on-year, exceeding market expectations by 0.9 percentage points [2] - Among 41 major industries, 36 experienced year-on-year growth, indicating a broad growth base [2] - High-tech manufacturing added value grew by 10% year-on-year, significantly outpacing overall industrial growth [2][3] New Growth Drivers - In April, production of new energy vehicles and lithium-ion batteries for vehicles surged by 38.9% and 61.8% respectively, showcasing rapid growth in smart products [3] - The manufacturing value added of smart drones and smart vehicle-mounted equipment increased by 74.2% and 29.3% respectively, far exceeding the overall industrial growth rate [3] Employment Situation - The urban surveyed unemployment rate in April was 5.1%, a decrease of 0.1 percentage points from the previous month, marking two consecutive months of decline [7] - The average urban surveyed unemployment rate for January to April was 5.2%, consistent with the same period last year [7] Investment Trends - From January to April, fixed asset investment (excluding rural households) reached 147,024 billion yuan, growing by 4.0% year-on-year, with a 0.10% month-on-month increase in April [5][6] - The focus on improving and safeguarding livelihoods, along with significant regional strategies, is expected to drive sustained investment growth [6]

工业增加值同比增速超市场预期 国家统计局发布数据显示，4月份全国规模以上工业增加值同比增长6.1%，环比增长0.22%。全国规模以上工业增加值同比表现高于Wind统计的市场预期平均值0.9 个百分点。 5月19日，国家统计局发布数据显示，1—4月，多项经济指标同比增速较一季度有所加快，整体看，生产需求平稳增长，就业形势总体稳定，新动能积聚成长， 国民经济顶住压力稳定增长。 国家统计局新闻发言人、国民经济综合统计司司长付凌晖在国新办新闻发布会上表示，4月份主要指标平稳较快增长，但也要看到外部不稳定不确定性因素仍然较 多，国民经济持续回升向好基础还需进一步稳固。 从增长面来看，4月份，41个大类行业中，36个行业同比增长，增长面超过八成。 付凌晖表示，"6.1%"的同比增速在去年以来的月度增速中是比较高的速度。今年以来，工业生产平稳较快增长，有宏观政策效能持续释放，"两重"建设、"两新"政 策激发内需潜力的拉动，也有产业转型升级、持续深入、创新发展动能增强的影响。 尤其是"工业转型升级持续"和"工业新动能不断壮大"两条腿走路。4月份，规模以上高技术制造业增加值同比增长10%，明显快于规模以上工业增长。从行业来看， ...

今日（5月19日），在深交所2025全球投资者大会上，深交所理事长沙雁致辞称，下一步，深交所将积 极顺应当前科技创新大趋势，紧紧围绕支持新质生产力发展的这一关键着力点，以深化创业板改革为牵 引，进一步完善多元包容的发行上市、再融资、并购重组等制度机制，发挥从"IP"到"IPO"再到上市后 做优做强的全周期、接力式服务体系作用，不断提升服务的便利性与可达性，推动科技创新和产业创新 融合发展。（智通财经 周晓雅） ...

Core Viewpoint - The industrial production in China has shown stable and rapid growth this year, driven by the continuous release of macro policy effectiveness and the stimulation of domestic demand through "two heavy" construction and "two new" policies [1] Group 1: Industrial Growth - Industrial production is experiencing stable and rapid growth due to effective macro policies and initiatives aimed at boosting domestic demand [1] - The development trends of industrial high-end, intelligent, and green growth are becoming increasingly evident, with new productive forces being cultivated and strengthened [1] Group 2: Challenges and Future Directions - Despite the growth, industrial product prices remain low, and some industries face significant operational difficulties [1] - Future efforts should focus on expanding domestic demand, implementing support policies for industrial development, promoting the integration of technological and industrial innovation, optimizing industrial structure, accelerating the transformation and upgrading of traditional industries, and fostering the growth of emerging industries to ensure sustainable and healthy industrial development [1]