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深圳,重磅利好!中办、国办发文
证券时报· 2025-06-10 10:15
深圳迎重磅文件。 为深入推进深圳综合改革试点、深化改革创新扩大开放,中办、国办印发《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》。 意见部署,统筹推进教育科技人才体制机制一体改革,推进金融、技术、数据等赋能实体经济高质量发展,建设更高水平开放型经济新体制,健全科学 化、精细化、法治化治理模式。 意见明确,在更高起点、更高层次、更高目标上深化改革、扩大开放,创造更多可复制、可推广的新鲜经验,更好发挥深圳在粤港澳大湾区建设中的重 要引擎作用和在全国一盘棋中的辐射带动作用,为全面建设社会主义现代化国家作出贡献、提供范例。 意见提出: 全文如下: 中共中央办公厅 国务院办公厅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 (2024年8月30日) 为深入推进深圳综合改革试点、深化改革创新扩大开放,经党中央、国务院同意,现提出如下意见。 一、总体要求 坚持以习近平新时代中国特色社会主义思想为指导,深入贯彻党的二十大和二十届二中、三中全会精神,完整准确全面贯彻新发展理念,坚持稳中 求进工作总基调,统筹发展和安全,坚持顶层设计同基层探索有机结合,按照分批次研究制定授权事项清单的工作机制,再推出一批改革 ...
中办、国办:支持深圳探索数据交易、可信流通、收益分配等机制
news flash· 2025-06-10 09:55
Core Viewpoint - The document outlines the opinions from the Central Committee and the State Council on advancing comprehensive reform pilot projects in Shenzhen, emphasizing the market-oriented allocation of data elements and the establishment of relevant trading rules and standards [1] Group 1: Data Market Reform - The reform aims to deepen the market-oriented allocation of data elements, supporting Shenzhen in exploring mechanisms for data trading, trusted circulation, and revenue distribution [1] - There is a focus on developing more institutional outcomes in compliance assessment and certification related to data [1] Group 2: Public Data Opening - The initiative promotes the gradual and lawful opening of public data in sectors such as transportation, geography, satellite remote sensing, meteorology, and healthcare, while ensuring safety [1] - It emphasizes the need to establish relevant management systems, service mechanisms, and standards for data sharing [1] Group 3: Urban Information Models - The plan includes improving the urban information model foundational platform and cautiously conducting pilot applications of three-dimensional land space models [1] Group 4: Data Security and Cross-Border Flow - There is an intention to enhance data security governance and regulatory capabilities, exploring efficient, convenient, and secure mechanisms for cross-border data flow, in compliance with legal and regulatory requirements [1]
中共中央办公厅 国务院办公厅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
Xin Hua She· 2025-06-10 09:53
Overall Requirements - The article emphasizes the importance of adhering to Xi Jinping's thoughts and the spirit of the 20th National Congress, focusing on comprehensive implementation of new development concepts and balancing development with security [1] Education, Technology, and Talent System Reform - The article highlights the need for efficient collaboration between industry, academia, and research, advocating for the role of leading technology enterprises as "problem solvers" [2] - It discusses the exploration of new compensation management systems for research institutions and the reform of research funding management [2] - The article calls for the integration of education and industry to cultivate high-quality, innovative talents, particularly in engineering and technology fields [3] - It mentions the importance of enhancing support mechanisms for overseas talent recruitment and providing greater autonomy to employers in managing talent [3] Empowering the Real Economy - The article outlines the establishment of incentive mechanisms for financial services to support the real economy, including pilot projects for integrated financial services in technology industries [4] - It discusses the innovation of systems to support emerging industries, including the establishment of a comprehensive service system for technology transfer and commercialization [4] - The article emphasizes the need for market-oriented reforms in data elements, including the exploration of data trading and circulation mechanisms [5][6] Open Economic System - The article advocates for the optimization of goods trade and the support of new business models, particularly in customs facilitation and trade logistics [7] - It highlights the importance of enhancing service trade and exploring pilot projects for high-value, environmentally friendly services [7] - The article discusses the need for improved mechanisms for personnel mobility, including reforms to facilitate the practice of professionals from Hong Kong and Taiwan in Shenzhen [7] Governance Model - The article emphasizes the need for improved public service levels, particularly in healthcare and drug regulation [8] - It discusses the reform of land and natural resource management systems to enhance efficiency and sustainability [8] - The article highlights the importance of judicial reforms to establish a comprehensive mechanism for resolving commercial disputes [9] Implementation and Evaluation - The article stresses the importance of strong leadership and coordination in implementing reform measures, ensuring that tasks are effectively executed [10] - It calls for the establishment of a robust evaluation and promotion system for pilot reform experiences, ensuring timely adjustments to ineffective measures [10]
深圳能源(000027) - 000027深圳能源投资者关系管理信息20250610
2025-06-10 08:52
证券代码:000027 证券简称:深圳能源 深圳能源集团股份有限公司投资者关系活动记录表 编号:202503 | | √特定对象调研 | □分析师会议 | | --- | --- | --- | | 投资者关系活动 | □媒体采访 | □业绩说明会 | | 类别 | □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) | | | | 天风证券杨嘉政 | | | | 招商基金王可晗 | | | | 光大证券李晓渊 | | | | 光大证券蒋山 | | | | 中金财富王翩 | | | | 首创证券邓继玮 | | | | 华创证券严卫松 | | | | 红思客资产杨岌 | | | 参与单位名称 | 红思客资产赵吉星 | | | 及人员姓名 | 源通资本刘美诺 | | | | 哲灵投资张世铭 | | | | 中国收购集团李家旺 | | | | 中财招商投资集团郑晓敏 | | | | 澳门国际银行辛海宏 | | | | 一一互联科技成俊鹏 | | | | 雷沃基金黎超新 | | | | 雷沃基金彭永泵 | | | | 信达澳亚基金李华君 | | | 时间 | 20 ...
五年期大额存单难觅 投资者该怎么选?
Zhong Guo Jing Ying Bao· 2025-06-10 07:37
中经记者 郝亚娟 张漫游 上海 北京报道 五年期大额存单正悄然退出银行货架。《中国经营报》记者调查发现,多家银行网点内大额存单期限普 遍"缩水",最长仅剩两年期产品,且额度持续紧俏。 惠誉评级亚太区金融机构评级董事徐雯超告诉记者,随着LPR下调,银行资产端收益率持续下降,为了 缓解息差压力,停止发行五年期大额存单是银行管理负债端成本的措施之一,以保持合理的息差水平。 星图金融研究院副院长薛洪言亦赞同上述说法,他指出,如今银行净息差已逼近警戒线。2025年一季度 商业银行净息差收窄至1.43%的历史低位,在贷款利率持续下行的背景下,银行通过压降高成本长期负 债缓解压力成为必然选择。 整体来看,银行正主动打响负债结构优化战——全面下架高成本长期存款、引导储户转向灵活产品,同 时借力理财与结构性存款开拓新战场。当保本理财选项日益稀缺,投资者亟须重构资产配置逻辑,一场 关乎收益与风险的再平衡已然开始。 净息差收窄至历史低位倒逼银行"断臂求生" 记者查阅招商银行App发现,该行大额存单的最长期限为两年。此外,记者实地走访上海多家银行网点 发现,目前大额存单普遍存在额度紧张、期限较短的情况。某农商行网点工作人员表示,目前 ...
存款利率七连降,寿险保费逆势高增行业加速转型
Huan Qiu Wang· 2025-06-10 06:41
【环球网财经综合报道】自2022年4月中国人民银行指导利率自律机制建立存款利率市场化调整机制以来,存款挂牌利率历 经七次下调。2024年5月20日第七次下调后,存款利率全面进入"1%"时代,中小银行也纷纷跟进。 储蓄型寿险产品吸引力提升是寿险保费增长主因。银行存款"保值增值"属性弱化,而保险产品兼具保障与投资功能,成为 居民储蓄"避风港"。多数寿险产品预定利率仍高于一年期存款利率,对资本市场投资能力较低的消费者而言是较好选择。 不过,定期寿险、年金保险和两全保险的费率会因预定利率下调有所提升。 存款利率下行背景下,寿险业务原保险保费收入却逆势增长。2022年以来,保险业原保险保费收入与寿险业务原保险保费 收入逐年递增且增速加快,2024年寿险业务实现原保险保费收入3.19万亿元,同比增长15.45%,高于行业整体增速。 在此形势下,保险公司产品策略改变,加大浮动收益型产品供给。今年一季度,人寿保险中分红型、万能型产品占比近四 成,年金保险中此类产品占比超三成且较去年上升10个百分点。多家上市险企高管也表示将加大分红险等浮动收益型产品 供给。 业内人士认为,长远来看,保险公司需从"储蓄替代"向"风险保障 + 长 ...
中国电力建设企业协会王军:电力市场化改革为光伏和储能等行业带来新机遇、新挑战
news flash· 2025-06-10 06:27
6月10日,在2025SNEC国际光伏与储能大会上,中国电力建设企业协会常务副会长王军表示,目前, 光伏行业发展置身于百年未有之大变局,但发展的大趋势、大格局未变。当前,光伏行业所面临的主要 挑战:一是国际贸易壁垒和贸易环境的复杂多变给光伏产业走向世界带来的不确定性增强。二是光伏产 业产能快速扩张和激烈价格竞争对行业发展造成的反噬。三是国家电力市场化改革,促进技术创新,推 动新质生产力发展等系列改革措施对光伏和储能等行业发展提出新要求,带来新的机遇和新的挑战。 (新浪财经) ...
湖北省商务厅答21记者问:探索建立“校友资源库”,以全生命周期服务体系护航
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-10 04:48
Group 1 - The Hubei provincial government is launching a series of actions titled "Grasp Entrepreneurship and Promote Employment," focusing on the "Return of Alumni" to attract investment and innovation [2][3] - Hubei's Commerce Department emphasizes the importance of alumni as a unique advantage and strategic resource for high-quality development in the province [2] - The government plans to establish a comprehensive and dynamic "Alumni Resource Database" to accurately grasp alumni resources and facilitate investment opportunities [2] Group 2 - The government aims to enhance platform construction by leveraging major events such as the "Spring Cherry Blossom Economic and Trade Fair" and the "Chuchang Conference" to connect alumni with development resources [3] - Focus areas include technology transfer, digital economy, and green economy, with targeted cooperation between key parks, industries, and enterprises [3] - A comprehensive service system for alumni investment projects will be established, providing personalized and dedicated support for high-impact projects [3]
协鑫集团董事长朱共山:政企联动,以“市场化兼并重组+技术淘汰机制+政策强制约束”去产能
news flash· 2025-06-10 04:01
6月10日,在2025SNEC国际光伏与储能大会上,协鑫集团董事长朱共山表示,今年下半年到明年一季 度是光伏供给侧改革的关键窗口期,需要我们共同努力,推动产业进入高质量发展通道。他倡议政企联 动促出清,以"市场化兼并重组+技术淘汰机制+政策强制约束"去产能,通过"供给侧自律+需求端刺 激"去库存。将光伏产能指标统一纳入国家规划的大盘子,备案核查、产能监测、违规清退,全链路监 管。朱共山表示,除颠覆性新技术之外严控新增产能。避免不合理的地方保护行为,防止"边清边增"。 建立新能源(001258)产业国家调节基金,助推行业生态修复。历史上每一次多晶硅供需局面与价格的 改善,无一例外带动了全产业链的繁荣。(人民财讯) ...
新型电力系统专家访谈
2025-06-09 15:30
新型电力系统专家访谈 20250608 摘要 2025 年预计新增风光装机约 300GW,光伏约 200GW,风电约 80- 90GW,机制电量比例约一半,工商业用电量上涨一厘钱,价差可维持 3-4 分,投资预期稳定。 2026 年后集中式电量规模缩小,非水可再生能源消费比重提升空间小, 若提高到 30%,每年支撑 70-80GW 装机,建设电量规模可能缩水一半 以上,投资预期风险增大。 新增新能源项目电价下调 3-5 分,内部收益率下降 1.5-2 个百分点。三 北地区平均收益率约 6.5%,中东部地区可能回归到 7%-8%左右水平。 1-4 月光伏装机约 100GW,预计 5 月底达 140GW。下半年新增装机 量可能减少,分布式光伏新增量或更少,基地配套项目继续建设。 新能源入市比例 2024 年为 50%,2025 年达 100%。根据 136 和 531 文件,无论存量还是增量项目都需全部入市,但有最低保障价格,2030 年全面市场化。 电网投资额预计创新高,年初预算提升 8%,基建投资超 6,600 亿,增 幅约 10%。配网投资将提升极端天气下的可靠性,改善薄弱区域,更新 老旧设备。 今年夏季用 ...