作 者丨郑玮 编 辑丨周上祺 4月以来，一度流向韩国的国际船东们，正在重返中国造船市场。 英国造船和海运动态分析机构克拉克森研究最新数据显示，今年4月，大陆船企新承接5 1艘、 2 5 1万修正总吨的新船订单，以修正总吨（CGT）计， 占全球新船市场订单量约6 9%，重回 全球榜首 。 其 中 ， 中 国 船 舶 集 团 有 限 公 司 一 季 度 营 业 收 入 同 比 增 长 4% ， 利 润 总 额 同 比 增 长 2 6 . 6%，旗下中国船舶工业股份有限公司手持订单已排期至2 0 2 9年。 中国造船市场复苏态势也延续至5月。据国际船舶网跟踪，5月1 2日至5月1 8日一周之间，全球 船 厂 共 接 获 2 8+2 艘 新 船 订 单 ， 仅 中 国 船 厂 就 接 获 1 8+2 艘 新 船 订 单 。 其 中 ， 瑞 士 地 中 海 航 运 （ MSC ） 旗 下 客 渡 船 运 营 商 Gr a n d i Na v i Ve l o c i （ GNV ） 也 于 5 月 确 认 在 广 船 国 际 订 造 4 艘 LNG双燃料豪华客滚船。 和汽车工业类似，船舶工业涉及配套产业丰富，具备显著 ...

Core Insights - The Shanghai Futures Exchange (SHFE) is focusing on the green and low-carbon transformation of the steel industry under the "dual carbon" goals, emphasizing the integration of technological and industrial innovation [1] - The steel industry is undergoing a critical transition from "scale expansion" to "quality improvement," with significant potential for sustainable development [1] - SHFE is implementing targeted policies to enhance the quality of steel futures, addressing issues such as delivery brands, warehouses, and contract continuity [1] Group 1 - The contract rules are continuously optimized, leading to further market growth [1] - The operational quality is improving, effectively enhancing market functions [1] - The participation of industrial clients is significantly increasing [1] Group 2 - SHFE aims to support the transformation and upgrading of the steel industry by optimizing and upgrading products like rebar [2] - The exchange will enhance collaboration with upstream steel companies and downstream industries such as shipping, home appliances, and automotive to improve service quality [2] - SHFE is advancing the internationalization of steel futures to better serve the risk management needs of "going out" enterprises, with new products included in the Qualified Foreign Institutional Investor (QFII) trading scope [2]

记者王晓曈 近日，总投资约60亿元的东方深远海网箱养殖及配套观光娱乐项目在东方市四更镇开工，标志着东方市 在推动现代渔业转型升级、培育海洋经济新增长极方面取得重要突破。项目将通过"养殖+旅游"融合发 展模式，预计带动形成年产值超亿元的现代海洋产业集群。 据了解，该项目由海南好又多渔业发展有限公司投资建设，采用开放式生态养殖模式，科学规划6000公 顷海洋空间资源建设现代化海洋牧场。首期投资3.5亿元建设的398公顷深水网箱项目，通过重力式钢结 构网箱实现规模化养殖，预计可有效降低石斑鱼养殖成本30%，缩短养殖周期20%。 "我们在海底构建智能化养殖系统，上层打造观光平台，实现生产效益与生态效益双提升。"项目投资方 负责人陈天佑介绍。 作为海南岛西部重要的海洋经济枢纽，东方依托得天独厚的海洋资源禀赋，推动渔业"往岸上走、往深 海走、往休闲渔业走"。"这是我市首个规模化深远海养殖示范项目，将引领传统渔业向现代化转 型。"东方市农业农村局局长胡宗华表示。项目建成后，将提供300余个就业岗位，带动800户渔民转型 发展休闲渔业，预计每年吸引游客超10万人次，形成"深海养殖-精深加工-观光旅游"的全产业链条。 据介绍， ...

证券代码：002842 证券简称：翔鹭钨业 广东翔鹭钨业股份有限公司 答:尊敬的投资者，您好！截至年报披露之日，光伏用钨丝方面， 潮州凤泉湖厂区已具备月产 5 亿米的生产能力，公司正在全力推进 年产 300 亿米超细钨丝的建设项目。更多详细情况请您关注公司在 巨潮网（www.cninfo.com.cn）披露的定期报告，以公司信息披露为 准。感谢您的关注！ 4.公司本期盈利水平如何？ 答:尊敬的投资者，您好！公司一季度经营情况请您关注公司在 巨潮网（www.cninfo.com.cn）披露的定期报告，以公司信息披露为 准。感谢您的关注！ 5.公司之后的盈利有什么增长点？ 答:（1）硬质合金方面，从2024年第四季度起，国家开始启动 各项大工程基建项目，公司硬质合金全年产量和销量均出现一定幅 度的提升； （2）超细钨合金丝项目助力公司在新能源赛道布局， 新增公司盈利点。 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 | | | ...

2 0 2 5年5月2 2日，第2 1届中国（深圳）国际文化产业博览交易会（简称"文博会"）在深圳国 际会展中心开幕。展会以"创新引领潮流 创意点亮生活"为主题，将文化、科技与市场深度融 合，全方位展示我国文化产业的最新技术、最新创意、最新成果，为观众带来一场文化产业 盛宴，持续激发文化创新创造活力。 广东是全国文化产业第一大省，文化产业规模总量连续2 2年居全国首位。2 0 2 4年，全省规模 以上文化企业营业收入2 . 5万亿元，约占全国1 / 6，文化领域新质生产力不断壮大，文化新业态 的营收达到9 1 5 0亿元，增长了1 0 . 5%，在数字创意、动漫游戏、网络视听、数字文化制造等 领域形成较强竞争优势。本届文博会上，广东省发布文化产业高质量发展"政策包"，涵盖影 视、演艺市场、动漫影视、网络游戏、电子竞技、网络视听六大板块，全力激活广东文化产 业市场潜力、投资热力。 广东也是全国制造业第一大省，并且正在着力打造具有全球影响力的产业科技创新中心，推 动传统产业改造升级，大力发展新质生产力。制造、技术与文化在这片热土融合后，形成了 广东在创意设计、文化制造等领域的独特优势。而以广东制造为代表的中国制造 ...

5月22日晚，宏创控股（002379）公告称，公司拟发行股份购买山东魏桥铝电有限公司等持有的山东宏 拓实业有限公司100%股权，交易作价为635.18亿元。本次交易构成重大资产重组，不构成重组上市。 | 项目 | 标的公司 (2024 年末 | 上市公司 (2024年末 | 交易作价 | 计算指标 | 财务指标占 | | --- | --- | --- | --- | --- | --- | | | /2024 年度) | /2024 年度) | | | 用 | | 资产总额 | 10,504,334.46 | 312,712.93 | 6,351,793.54 | 10,504,334.46 | 3359.10% | | 资产净额 | 4,273,827.63 | 195,983.43 | | 6,351,793.54 | 3240.98% | | 营业收入 | 14.928,896.13 | 348.622.27 | . | 14.928,896.13 | 4282.26% | 图片来源：公司公告 宏创控股表示，本次交易后，宏拓实业将成为上市公司的全资子公司。本次交易有助于上市公司从单一 铝深加工业务向集 ...

Core Viewpoint - Shenyang Machine Tool is focusing on enhancing its core competitiveness and expanding its market presence in the high-end machine tool sector, particularly in the fields of new energy vehicles and aerospace [1][2][3] Group 1: Company Overview - Shenyang Machine Tool operates in the equipment manufacturing industry, which is a crucial sector for the national economy and strategic industries [1] - The company has developed specialized solutions in the new energy vehicle sector, including friction welding machines and five-axis machining centers, showcasing significant market competitiveness [1] - The company also provides key functional components for the machine tool industry, ensuring self-sufficiency in critical parts [1] Group 2: Strategic Initiatives - The company aims to maximize operational efficiency by focusing on product upgrades, structural adjustments, and targeting specific industries and key clients [2] - Plans include enhancing quality management and establishing a stable supply chain to support product and efficiency transformations [2] - The company is committed to high-end transformation and the development of new productive forces to achieve high-quality growth [2] Group 3: Major Asset Restructuring - Shenyang Machine Tool has received approval from the China Securities Regulatory Commission for a significant asset restructuring, which will optimize its product matrix and enhance market competitiveness [3] - The restructuring involves acquiring 100% stakes in several subsidiaries, with plans to raise up to 1.7 billion yuan for various projects, including high-end CNC machining centers and intelligent upgrades [2][3] - The restructuring is expected to strengthen the company's high-end CNC machine tool offerings and improve service capabilities in key downstream sectors such as aerospace and automotive [3]

Core Viewpoint - Huadian Energy aims to enhance operational efficiency and profitability in 2024, targeting a net profit of 166 million yuan, marking a turnaround from previous losses [1] Group 1: Company Performance and Strategy - The company is the largest power generation and centralized heating operator in Heilongjiang Province, focusing on electricity and heat supply without plans to divest these core businesses [1] - Key performance drivers include electricity generation, electricity prices, fuel prices, and coal production and sales [1] - Huadian Energy emphasizes improving coal quality and production efficiency, aiming to stabilize coal output and quality to mitigate market price fluctuations [2] Group 2: Market Outlook and Industry Trends - The coal market is expected to maintain a balanced supply-demand dynamic in 2025, supported by steady macroeconomic growth in China, which will bolster electricity demand [2] - The energy industry is anticipated to undergo structural transformation, characterized by the parallel development of traditional energy and the explosion of renewable energy, alongside technological breakthroughs and policy interactions [3] - The company plans to leverage strategic opportunities in the new power system construction and expand its renewable energy resources, focusing on optimizing its power generation structure and enhancing overall development quality and efficiency [3]

Economic Performance Overview - In the first four months of 2025, Yunnan Province's industrial added value increased by 5% year-on-year, accelerating by 0.2% compared to the first quarter [1] - The mining industry saw a significant growth of 9.9%, while the manufacturing and electricity, heat, gas, and water supply industries grew by 4.6% and 4.4% respectively [1] Traditional and High-end Manufacturing - Traditional industries in Yunnan showed signs of recovery, with the electricity sector's added value growing by 4.7%, and the non-ferrous industry increasing by 15.4% [1] - High-end manufacturing performed well, with equipment manufacturing and high-tech manufacturing increasing by 13.2% and 11.4% respectively, outpacing the overall industrial growth [1] - The electronics sector's added value rose by 14.5%, while the new energy battery and green aluminum industries saw remarkable growth of 79% and 7.8% respectively [1] Energy Production and Clean Energy - Yunnan is advancing its green energy initiatives, with industrial power generation reaching 123.252 billion kWh, a year-on-year increase of 9.9% [1] - Clean energy sources accounted for 80.7% of total power generation, marking a 1.6% increase from the previous year [1] Consumer and Investment Trends - The total retail sales of consumer goods in Yunnan reached 418.981 billion yuan, growing by 3.8% year-on-year, maintaining the same growth rate as the first quarter [2] - Fixed asset investment saw a slight increase of 0.1%, with the primary industry investment declining by 12.8% and the secondary industry investment growing by 4.2% [2] - The service sector's revenue for the first three months was 90.2 billion yuan, reflecting a year-on-year growth of 0.6% [2] Economic Outlook and Policy Measures - Overall, Yunnan's economic indicators showed stable growth, but challenges such as weak expectations and insufficient effective demand remain [2] - The province aims to implement policies to stabilize growth, promote industrial transformation, and enhance investment and consumption to support high-quality development [2]

证券代码：000410 证券简称：沈阳机床 3.公司未来主要的产品拓展规划是怎样的？ 通过本次重组及配套募投项目的实施，公司高端数控机床产 品将得以有效补充和加强，同时增加高端数控重型液压成形机 床，产品矩阵将进一步优化和丰富，公司市场竞争力和盈利能力 将进一步提升。未来将加强整机产品的行业适配性，增强对航空 航天、新能源、汽车产业、工程机械等主要下游领域客户的服务 能力。 沈阳机床股份有限公司投资者关系活动记录表 编号：2025-003 | 投资者关系活动 | ☑特定对象调研□分析师会议 | | --- | --- | | 类别 | □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 | 江西大成资本、源益资本、国海创新资本、复星高科技集团、君 | | 人员姓名 | 和资本、霜叶资本、安徽华文创业投资等 | | 时间 | 2025 年 5 月 22 日 (周四) 下午 14:00~16:30 | | 地点 | 上海 | | 上市公司接待人 | 总会计师秦琴、董事会秘书张天右 | | 员姓名 | | | | ...