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亚太科技(002540) - 2025年5月8日业绩说明会
2025-05-09 08:00
3、公司之后的盈利有什么增长点? 答:您好!公司制定了长期发展战略。公司将抓住汽 车、航空航天、海洋工程、新能源、热管理等高端铝材应用 行业的新发展带来的机遇,立足国内市场,稳步扩大全球市 场份额,并最终成为全球轻量化合金材料质量最优、市场份 额最大的供应商。公司未来将持续提升高性能铝材及配套深 加工综合解决方案能力,持续构建更科学的治理结构和治理 机制,夯实规范运作基石,助力公司长期高质量发展;充分 聚焦市场,以行业发展趋势和客户潜在需求为导向,坚持科 技创新,持续优化产品结构和构建核心竞争力;以全球化思 维,优化产能布局,靠近绿色能源地区,缩短客户配套半 径,满足长期可持续发展要求;优化组织结构、储备人才梯 队,为公司快速发展提供保障;充分利用数字化、自动化、 智能化为管理赋能,进一步提高管理效率;持续推进 ESG 行 动,建设环境友好型企业;充分利用资本市场及上市公司平 台优势,促进公司在产业变革发展的潮流中继续做大做强。 公司发展战略的实施,将为公司的盈利提供强有力的支撑。 谢谢! 4、你们行业本期整体业绩怎么样?你们跟其他公司比如 何? 债券代码:127082 债券简称:亚科转债 证券代码:0025 ...
晋级中部非省会第一城,宜昌凭什么
Xin Lang Cai Jing· 2025-05-09 04:57
由单一"传统化工"升级为"3+2"现代主导产业体系 水往低处流,人往高处走。近日,有着"三峡门户"之称的湖北宜昌市披露的一组数据显示,截至2024年 底,该市人才总量已达到86.2万人,城区新集聚人才超8万人。 与人才数量持续增长相对应的是,2024年,宜昌经济总量首次突破6000亿元,达到6191亿元,四年连跨 两个千亿台阶,并由此成为"中部非省会第一城"。 近年来,在构建"双循环"新发展格局与长江经济带战略纵深推进的大背景下,作为长江中上游区域性中 心城市、湖北省域副中心城市的宜昌,深入实施"双碳引领、枢纽赋能、强产兴城"发展战略,加快建 设"长江大保护典范城市",走出了一条"聚人气、强动能、提能级"的具有自身特色的高质量发展之路。 在不确定性因素增加、城市竞争日趋激烈的今天,宜昌的持续发展进位,到底是如何实现的?背后又蕴 藏着怎样的独有密码? 产业是城市发展的基石。产业强,则城市兴。梳理宜昌近年来的发展历程,可以发现,产业动能的更新 换代和持续壮大,可谓是其成功"逆袭"最为关键的因素之一。 01 在过去很长时间里,依托长江水运交通、水资源及矿产资源优势,化工产业一直是宜昌的支柱和优势产 业,在整个工业化 ...
“外贸优品 质敬中国”2025首届出口转内销商品博览会正式启动
Xin Lang Cai Jing· 2025-05-09 03:51
首届出口转内销商品博览会将于2025年6月27日至29日在北京展览馆举办。作为国内首个整合外贸产业 链及国内流通渠道资源的展会,本届博览会以 "外贸优品 质敬中国"为主题,以"链内赋能 品质焕新"为 使命,在"双循环"新发展格局下,通过政策引导与市场机制协同,为中国外贸转型升级注入强劲动力。 本届博览会由新浪财经主办,阿里巴巴、京东、拼多多、抖音电商联合主办,创新性整合头部电商平台 资源,突破行业壁垒,凝聚多方势能。通过首创"线上线下融合办展"模式,博览会搭建起外贸企业与国 内流通渠道直连的高效平台,首次实现全球贸易智慧与国内市场需求的深度对接。这一举措不仅是应对 当前国际经贸环境变化的主动作为,更是落实国务院《关于支持出口产品转内销的实施意见》的关键实 践,实现从"单向输出"向"双向循环"的战略转型。 【点击此处报名参加展会】 当前,全球贸易格局正经历深刻变革,以美国关税政策为代表的贸易壁垒,致使我国部分外向型企业对 美出口订单大幅缩减。在此形势下,多家外贸企业主动寻求内销转型,充分凸显我国外贸产业结构调整 与市场拓展的紧迫性。与此同时,数字化、在线化贸易模式加速向产业链各环节渗透,国内消费市场对 高品质、 ...
中国军工迎来DeepSeek时刻?重视内外需双循环景气周期
Mei Ri Jing Ji Xin Wen· 2025-05-09 03:28
Core Viewpoint - The military industry sector is currently attracting market attention and is expected to experience a recovery in performance due to improving demand and order fulfillment [1][4]. Group 1: Industry Performance - The military industry has shown significant signs of performance bottoming out, with a notable increase in advance payments and contract liabilities, reaching 177.2 billion yuan by the end of Q1 2025, a 5.36% increase from the beginning of the year [3]. - The revenue growth rates for the military sector from 2021 to Q1 2025 are 18.3%, 10.3%, 4.5%, -1.7%, and -3%, while the net profit growth rates are 28.2%, 7.5%, -8.8%, -41%, and -24.6% respectively, indicating a narrowing decline in profits in Q1 2025 [3]. Group 2: Market Dynamics - The military sector is expected to benefit from a dual-cycle economic environment driven by domestic demand growth and military trade needs, leading to a favorable outlook for the industry [1][5]. - The military ETF (512660) is currently the largest and most liquid in the sector, with a market size of 14.28 billion yuan and an average daily trading volume of 650 million yuan over the past month [2]. Group 3: Future Outlook - The military sector is anticipated to see a continuous recovery in performance as orders are fulfilled, supported by active themes such as low-altitude economy, commercial aerospace, deep-sea technology, and military intelligence [4][5]. - The combination of active themes and improving performance is expected to drive the overall market for the military sector in the coming period, supported by strategic initiatives like the "14th Five-Year Plan" and "Centenary Goals" [5].
变中寻机,江苏全面打响外贸突围战
Xin Hua Ri Bao· 2025-05-08 23:14
Core Viewpoint - The article discusses the challenges faced by foreign trade companies in the context of the U.S. imposing tariffs, highlighting their strategies to adapt and thrive in a changing global trade environment [1][2]. Group 1: Company Strategies - Companies are enhancing their international competitiveness through product quality, technological upgrades, and market diversification. For instance, Nanjing Langqian Electromechanical Co., Ltd. has shifted its export focus from the U.S. to Europe, now accounting for over 80% of its market share [3]. - Hengtong Group, a leading cable manufacturer, has achieved a 3.5 times increase in exports in the first quarter compared to the previous year, driven by technological advancements and smart manufacturing [4]. - Giant Lift Co., Ltd. is focusing on digitalization and advanced technology to improve its market position, with its IoT platform significantly enhancing operational efficiency [5]. Group 2: Market Adaptation - Some companies are turning to domestic markets to mitigate the impact of reduced foreign orders. For example, Nanjing Bairuilege Clothing Co., Ltd. has successfully transitioned to domestic sales, finding a receptive market for its products [7]. - Jiangsu Shangshang Cable Group has attracted international customers at trade fairs, showcasing its innovative products that meet the growing demand for clean energy and infrastructure development [6]. Group 3: New Market Opportunities - The article emphasizes the importance of tapping into new markets, with companies like Giant Lift actively seeking orders from emerging markets in Central Asia and Africa [8]. - The rise of live streaming and e-commerce platforms is facilitating the connection between foreign trade companies and domestic consumers, allowing them to sell previously export-oriented products in local markets [9][10]. Group 4: Future Outlook - Experts suggest that the unification of domestic and foreign trade markets is a trend that companies should embrace, as it can enhance competition and provide consumers with more choices [8]. - The government is supporting foreign trade companies in transitioning to domestic sales through initiatives that promote collaboration with local retailers and the use of digital marketing strategies [11].
俄罗斯专家认为—— 中国经济能有效应对关税挑战
Jing Ji Ri Bao· 2025-05-08 21:46
Core Viewpoint - The new U.S. government's trade war and tariff policies are seen as detrimental to global economic development and are unlikely to achieve the intended effects, with China demonstrating greater economic resilience to external shocks [1][2][3] Group 1: U.S. Trade Policies - The U.S. government's imposition of tariffs is viewed as a manifestation of its hegemonic ambitions, aiming to restructure economic relations globally [1] - Experts argue that unpredictable tariff policies hinder not only global trade but also the U.S. economy itself, with potential negative impacts expected to manifest by the end of 2025 if the current situation persists [2] - The high tariffs are perceived as negotiation tools rather than sustainable measures, with expectations of partial reductions and exemptions in the future [2] Group 2: China's Economic Resilience - China's economy is characterized by strong resilience, capable of effectively responding to the challenges posed by the U.S. trade war [3] - The trade war has prompted China to diversify its trade partners and enhance economic interactions with countries outside the U.S., potentially strengthening its position in the Russian market [3] - Despite short-term losses due to the trade war, China's economic influence is expected to grow, positioning it as a significant player in a multipolar world [3]
“2025中国品牌日·第九届品牌发展共创会”在北京举办
Zhong Guo Xin Wen Wang· 2025-05-08 06:15
活动现场,《中国品牌》杂志社启动"2025品牌扶摇计划"公益项目,助力中小企业和区域农业品牌培 育。首批17个合作区域与杂志社签约,预计将获得价值9100万元的品牌宣传和创建指导服务。 在主旨发言环节,浙江大学CARD中国农业品牌研究中心主任胡晓云提出"山养经济"模式。她指出,我 国山区资源丰富,结合城市人群"慢思行"消费范式,"山养经济"以山区生态和人文资源为核心,融合旅 游、物产消费、康养等,能推动产业与消费升级,实现山区产业模式跃迁。工信部工业企业品牌培育专 家组组长周宏宁针对制造业品牌建设给出建议,包括做强"中国制造"品牌、构建制造业品牌体系、聚焦 品牌价值并倡导系统化培育等。 活动期间,还开展了多项议程,如启动"中国品牌强国有我|2025中国品牌日·我为中国品牌代言"移动互 动传播活动;发布"2025中国品牌·满意消费倡议";由中国标准化研究院副研究员万福军解读《品牌价 值评价养老服务业》国家标准;公布"2025年度中国品牌观察员"名单等。(完) 中新网北京5月8日电 (曹旭帆)2025年5月7日,"2025中国品牌日·第九届品牌发展共创会"在北京举行。 该活动由《中国品牌》杂志、中国品牌网主办,以 ...
新疆铁路部门打造“天山雪莲”货运服务品牌
Zhong Guo Jing Ji Wang· 2025-05-08 02:04
Core Viewpoint - The Xinjiang Railway is developing the "Tianshan Snow Lotus" freight service brand, focusing on high-quality logistics services and aiming to enhance market competitiveness and brand influence [1][2]. Group 1: Brand Development - The "Tianshan Snow Lotus" brand embodies the spirit of resilience and dedication of Xinjiang Railway personnel, aiming for excellence in product and brand [1]. - The brand's development strategy includes deepening freight alliances, precise policy implementation, and enhancing marketing efforts [1]. Group 2: Logistics System Enhancement - Xinjiang Railway has accelerated the construction of an efficient, green, and smart modern logistics system, with over 9,500 kilometers of operational railway covering more than 80% of county-level administrative regions [2]. - The annual freight volume exceeds 230 million tons, with coal transportation surpassing 90 million tons, and the region handles over half of the national China-Europe freight trains [2]. Group 3: Service Innovation - The establishment of the "Tianshan Snow Lotus" service area at the 95306 freight logistics service center includes dedicated marketing teams and specialized service windows to provide tailored logistics solutions [2]. - Xinjiang Railway is collaborating with major banks to offer financial products that reduce financing costs for enterprises, such as "Railway Freight Loan" and "Domestic Letter of Credit" services [2]. Group 4: Future Initiatives - The next steps include implementing a national first "one order system" for rail-air intermodal transport and launching return trains from Urumqi to Guangzhou, exploring new logistics models and services [2].
A股开盘速递 | 三大股指集体低开 PEEK材料、汽车拆解概念等板块跌幅居前
智通财经网· 2025-05-08 01:39
Group 1 - A-shares opened lower with the Shanghai Composite Index down 0.34% and the ChiNext Index down 0.12%, with sectors like PEEK materials, grain concepts, and automotive dismantling leading the declines [1] - CITIC Securities forecasts that A-shares will continue to show a warming risk appetite and thematic rotation in May, driven by low institutional holdings in thematic trading opportunities [1] - The report highlights three enduring trends: the enhancement of China's independent technological capabilities, Europe's reconstruction of autonomous defense and energy infrastructure, and China's push for a "dual circulation" strategy to stimulate domestic demand [1] Group 2 - CITIC Jiantou notes that the recent financial policy package is expected to improve economic expectations, with macroeconomic indicators gradually recovering [2] - The banking sector is currently characterized by strong policy expectations but weak fundamentals, with hopes for substantial improvement in the banking sector's fundamentals following the financial policy's impact [2] - The report emphasizes a focus on dividend yield strategies represented by state-owned banks, driven by a demand for safety and high confidence in investment [2]
加快推动琼州海峡一体化高质量发展
Hai Nan Ri Bao· 2025-05-08 00:57
Core Viewpoint - The integration and high-quality development of the Qiongzhou Strait is crucial for the connection between Hainan Free Trade Port and the Guangdong-Hong Kong-Macao Greater Bay Area, enhancing its strategic importance in the coming years [2][9]. Group 1: Transportation Integration - The Qiongzhou Strait is under increasing pressure for passenger and cargo transport, with normal years seeing over 14 million passengers and over 5 million vehicles, necessitating the establishment of a unified port asset operation platform to improve efficiency [3][4]. - The goal is to achieve "five unifications" (planning, construction, operation, management, and standards) to optimize the functional division of ports like Xiuying Port, New Port, and Xuwen Port within 1-2 years [3][4]. Group 2: Infrastructure Development - A "half-hour transportation circle" will be developed through three major projects: upgrading ferry services, implementing multi-modal transport options, and constructing smart ports using 5G and IoT technologies to enhance efficiency [4][5]. - The establishment of a "Qiong-Greater Bay Area Combined Port" will facilitate integrated customs clearance and improve international competitiveness through the development of a bonded logistics center [5][6]. Group 3: Industrial Integration - Industrial integration is key to the high-quality development of the Qiongzhou Strait, with a focus on logistics cost reduction and the establishment of a material reserve center to support emergency supplies [6][7]. - Collaborative development of industries such as marine economy, offshore wind power, digital economy, and green energy will be prioritized to enhance regional cooperation [6][7]. Group 4: Management Integration - Addressing cross-administrative coordination challenges is essential, requiring the establishment of a management mechanism that promotes policy collaboration, shared benefits, and talent exchange [8][9]. - A high-level coordination mechanism and a balanced interest distribution system will be implemented to encourage participation from local governments and ensure effective policy execution [8][9].