安徽省《关于推动新兴产业"双招双引"和产业培育提质增效(2.0版)的意见》(以下简称《意见》)政策解 读新闻发布会4月30日召开。合肥市人民政府副秘书长张志表示，当前合肥市正在谋划设立一批战略性 投资基金，重点围绕未来产业新赛道，发展壮大长期资本、耐心资本、大胆资本。合肥正充分发挥政府 投资基金撬动作用，迭代升级"政府引导、企业参与、市场化运作"资本招商新模式。截至2024年末，合 肥市市属平台公司主导和参与基金总认缴规模近2600亿元，累计投资项目超1800个，投资金额超1300亿 元，87家投资企业成功上市或并购上市。(证券时报) ...

小K侃有色 . 我是小K，欢迎大家来扎营、吐槽，集股债商汇于一体，无分析不成文、无数学不乐趣的辣评集中营。 以下文章来源于小K侃有色 ，作者小K侃有色 文 | 小K侃有色 来源 | 小K侃有色 编辑 | 杨兰 审核 | 浦电路交易员 摘要 自4月2日对等关税以来大宗商品跳空暴跌8.88%（最高点到最低点），后随着90天暂停关税市场沿着关税缓和的路径修复了部分 下跌，目前自最低点上涨了3.92%，目前看跳空缺口修复无望。在此期间波动率快速收窄，技术上也面临20日均线的压制，静等 下一步指引。如果从板块上来看，工业品弱于农产品，工业品之于关税作用于需求远大于供给，农产品作用于供给远大于需求。 还有一个现象，这一波下跌实际上是压缩利润的，最明显的例子就是化工品相对于油品来说反弹是更弱的，扒开各个品种细分来 看也大致如此。 接下来大宗市场路向何方？我们也来唠一唠。 一、宏观上，今年也是宏观大年，不过相对于前两年来说是宏观利空年 国际货币基金组织(IMF)当地时间4月22日发布最新一期《世界经济展望报告》，将2025年全球经济增长预期下调至2.8%，较今年1月 预测值低0.5个百分点。IMF预计，2026年全球经济将增 ...

原标题：千年文脉碰撞青春活力 千年河下，灯火待燃。这个五一，淮安将以"非遗国潮季 河下狂欢秀"为主题，在河下古镇、蓝·数 字文旅产业园等全域打造沉浸式文旅盛宴。非遗与科技的跨界融合、历史与青春的激情碰撞，这场持续 至5月5日的狂欢即将为千年古城注入全新活力。 打开时空结界共游奇幻之旅 五一假期，沈坤状元府内《我到明朝当状元》实景互动剧即将鸣锣开考！游客可身着汉服化身"考 生"，在"衙役"引导下参与乡试答题，最终脱颖而出的"状元"将乘花轿巡游古镇，体验金榜题名的历史 荣光。 移步文思谜社灯谜馆，国内顶级谜家已设下"淮安人文"主题擂台。答对精巧谜题即可获赠精美非遗 文创，让智慧火花与千年匠艺在此碰撞。 淮安府署内，《惊鸿一梦·大明淮安府》这部集声、光、画、舞、人等艺术与科技元素于一体的沉 浸式舞蹈诗，将以梦境蒙太奇手法，"淮府入梦""抗倭保境""淮水安澜""淮关胜景""神异西游""盛世如 愿"六大篇章，带您穿越时空结界。创新设计的互动环节将打破舞台艺术的"第四堵墙"，这种浸没式互 动体验让观众深入感知淮安的历史文化脉络，并从中汲取深刻的人文情怀与精神力量。 国潮"潮"出圈 非遗"活"起来 老街巷变身"国风狂欢城" ...

新华网沈阳4月29日电 "《南孔》出乎我意料！好看！我想立刻写剧评！""衢州实在太有诚意了！我想追着《南孔》去衢州！"4月28日晚，沈 阳盛京大剧院大厅里人头攒动。音乐剧《南孔》在此上演，为沈阳市民带来一场文化盛宴。 《南孔》根据"孔洙让爵"的经典历史事件，讲述已在浙江衢州安家百年的孔氏南宗，受元世祖诏命重回山东曲阜奉祀的故事。孔子第53世嫡 长孙衍圣公孔洙，为了心中的天下和家庙的守护，将"衍圣公"爵位让于曲阜宗弟后，回到衢州化官为民、衍圣弘道。 "欢迎沈阳市民到衢州这座古城走走看看！"衢州市委宣传部相关负责人表示："衢州立足文化资源优势，借力音乐剧《南孔》全国巡演，积极 谋划衢州文旅推介活动，探索出'文化+N'的创新模式。通过精心设计的'文化+旅游''文化+美食''文化+科技'等多元路径，有效丰富了受众体验， 使之成为推介衢州古城的重要载体。" 图为音乐剧《南孔》演出现场。浙江歌舞剧院供图 演出前和中场休息期间，观众来到南孔市集，体验宋代点茶、对弈棋局、对《论语》名句赢衢州古城定制铜钱等互动项目，在AI换脸互动 区，观众上传自拍即可生成"南孔角色"艺术写真，一键扮演孔洙等剧中角色，为观众带来别样的文化体验。 ...

Group 1: Key Points on 可孚医疗 (Cofe Medical) - In 2024, Cofe Medical will deepen its core category strategy, focusing on hearing aids and dressing materials, with some products having a high market share [1] - The medical care and health monitoring segments experienced growth in Q1, while the respiratory support segment declined, with national subsidy policies boosting sales [1] - A new generation of respiratory machines is planned for launch in 2025 to enhance product performance, and AI technology will be applied in dynamic blood glucose meters and blood pressure monitors to improve intelligence [1] - The medical care segment is expected to see an 8% year-on-year revenue growth in 2024, with a focus on cultivating dressing products [1] - The overseas business is in a strategic cultivation phase, with foreign trade revenue increasing in Q1 [1] Group 2: Key Points on 九安医疗 (Jiuan Medical) - Jiuan Medical's core strategy revolves around iHealth products and a new "O+O" model for diabetes care, with projected revenue of 76.16 million yuan in 2024 from diabetes care services [2] - The company has launched various medical health products in both the US and domestic markets, including a tri-test reagent kit and nasal wash [2] - Jiuan Medical is making strategic investments across various asset classes, including fixed income, equity, and hard technology, particularly in AIoT diabetes home assistance and continuous glucose monitoring projects [2] - The company is committed to R&D investments, especially in AI smart hearing aids [2] - Jiuan Medical is enhancing market confidence through stock buybacks and promoting its core strategy to boost employee morale [2]

证券代码：002432 证券简称：九安医疗 天津九安医疗电子股份有限公司 投资者关系活动记录表 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 √业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 线上参与单位 | 年度暨 年一 网上业绩说明会：通过网络远程方式参加公司"2024 2025 | | 名称及人员姓 | 季度网上业绩说明会"的广大投资者。 | | 名 | 特定对象调研：具体参会机构清单，详见后附"特定调研对象清单"。 | | 时间 | 网上业绩说明会：2025 年 4 月 29 日 15：00-16：00 | | | 特定对象调研：2025 年 4 月 29 日 16：15-17：15 | | 方式 | 网上业绩说明会：网络远程文字方式 | | | 特定对象调研：电话会议方式 | | 上市公司接待 | 董事长、总经理：刘毅 先生 | | | 董事、副总经理：王湧 先生 | | | 董事、副总经理：丛明 先生 | | 人员姓名 | 独立董事：孙卫军 先生 | | | 董事会秘书：邬彤 先生 | | ...

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - Recent data from 30 major cities shows a decline in new home transaction volumes, with second-hand home listing prices continuing to decrease. The Politburo meeting on April 25 emphasized the importance of real estate in risk prevention and resolution, indicating a consistent policy approach towards the sector. The meeting highlighted the need for stronger implementation of urban renewal actions and the acceleration of village and dilapidated housing renovations. There is an expectation for further specific measures regarding urban village renovations and stock housing acquisition policies to stabilize the real estate market [5][6] Summary by Sections Industry Fundamentals Tracking - **New Home Transactions and Inventory**: Last week, the new home transaction area in 30 major cities was 193.43 million square meters, with a cumulative year-to-date transaction area of 31.6 million square meters, reflecting a year-on-year increase of 1.8%. The average transaction area over the past four weeks was 173.79 million square meters, down 7.7% year-on-year and down 17.1% month-on-month. Specifically, first-tier cities saw an average transaction area of 59.74 million square meters, down 11.4% year-on-year and down 13% month-on-month [6][14] - **Second-Hand Home Transactions and Listings**: Last week, the transaction area for second-hand homes in 12 key cities was 233.28 million square meters, with a cumulative year-to-date transaction area of 3205.82 million square meters, showing a year-on-year increase of 34.6%. The average transaction area over the past four weeks was 204.43 million square meters, up 15.6% year-on-year and down 0.5% month-on-month [20][22] - **Land Market Transactions**: Last week, 100 major cities saw 50 new residential land supplies and 72 residential land transactions. The average transaction price for residential land was 6407.25 yuan per square meter, with a premium rate of 10.21%, down 3.36 percentage points month-on-month [23] Market Review - Last week, the A-share real estate index fell by 1.31%, while the CSI 300 index rose by 0.38%, indicating that the real estate index underperformed the CSI 300 by 1.69 percentage points. In the Hong Kong market, the Hang Seng Property Services and Management Index rose by 1.67%, while the Hang Seng Composite Index increased by 3.15%, with the property services index underperforming the composite index by 1.48 percentage points [26][28]

Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - Recent data from 30 major cities shows a decline in new home transaction volumes, with second-hand home listing prices continuing to decrease. The Politburo meeting on April 25 emphasized the importance of real estate in risk prevention and resolution, indicating a consistent policy approach towards the sector. The meeting highlighted the need for urban renewal actions and the acceleration of village and dilapidated housing renovations. There is an expectation for further specific measures regarding urban village renovations and stock housing acquisition policies to stabilize the real estate market [5][6] Industry Fundamentals Tracking New Home Transactions and Inventory - Last week, the new home transaction area in 30 major cities was 193.43 million square meters, with a cumulative year-to-date transaction area of 31.6 million square meters, reflecting a year-on-year increase of 1.8%. The average transaction area over the past four weeks was 173.79 million square meters, down 7.7% year-on-year and down 17.1% month-on-month. Specifically, first-tier cities saw an average transaction area of 59.74 million square meters, down 11.4% year-on-year and down 13% month-on-month [6][14] Second-Hand Home Transactions and Listings - In the last week, the transaction area of second-hand homes in 12 key cities was 233.28 million square meters, with a cumulative year-to-date transaction area of 3205.82 million square meters, showing a year-on-year increase of 34.6%. The average transaction area over the past four weeks was 204.43 million square meters, up 15.6% year-on-year and down 0.5% month-on-month [20][22] Land Market Transactions - Last week, 100 major cities saw 50 new residential land supplies and 72 residential land transactions. The average transaction price for residential land was 6407.25 yuan per square meter, with a premium rate of 10.21%, down 3.36 percentage points month-on-month [23] Market Review - Last week, the A-share real estate index fell by 1.31%, while the CSI 300 index rose by 0.38%, indicating that the real estate index underperformed the CSI 300 by 1.69 percentage points. In the Hong Kong market, the Hang Seng Property Services and Management Index rose by 1.67%, while the Hang Seng Composite Index increased by 3.15%, with the property services index underperforming the composite index by 1.48 percentage points [26][28]

投身保障房建设，履行社会责任 首开股份积极投身保障房建设，承担起重要的社会责任。从北京市最大经济适用房项目回龙观文化居住 区，到北京市首个共有产权房项目锦都家园，首开股份持续参与各类保障性住房项目建设，严格把控建 筑质量，确保每一套保障房都坚固耐用、舒适宜居。近年来，通过存量转化政策，探索将低效闲置房产 改造为保障性租赁住房加以利用。通过提供保障性住房，首开股份帮助众多家庭实现了安居梦想，为社 会的稳定与和谐发展添砖加瓦。 防范债务风险，筑牢发展根基 首开股份注重财务健康，全面防范债务风险，力争转变"高负债、高杠杆"的旧模式。公司加强资金预算 管理，合理安排资金流向，提高资金使用效率，通过多元化的融资渠道，降低融资成本与债务风险。 2024年，22个纳入"白名单"项目累计获得授信额度93亿元。通过城市房地产融资协调机制实现82亿元开 发贷置换或展期，发行124亿元中票完成借新还旧，实现42亿元经营性物业贷放款，高成本非标融资占 比较年初下降10个百分点，平稳度过非标还款高峰，保持了现金流安全，守住了安全底线。同时，优化 资产配置，对低效资产进行清理与处置，提升资产质量，为企业的持续发展筑牢了坚实的财务根基。 ...

拆装实操 近日，在广东珠江洪圣沙岛水域，一场别开生面的海洋调查舷外机工作艇实操培训正如火如荼地展开。 此次培训由自然资源部南海局保障中心（以下简称保障中心）精心组织，60名一线作业人员踊跃参与。通过系统化的专业培训，他们全面掌握了新型工 作艇的操作与组装技能，为后续南海海洋科学调查等重要任务的顺利推进筑牢了坚实根基。 近年来，南海海洋科学调查任务量和海上作业时长逐年增长，安全、高效的船载工作艇是保障海洋科学调查重大任务顺利完成的关键。为全面履行好船 舶保障的职责使命，保障中心立足实际，组建攻关小组，对工作艇艇体和发动机等进行专项调研，在现有船舶的基础上探索"点面结合、多点开花"的海洋调 查新模式。 艇机拆装 编队航行。本文图片由南海局提供 "飞鱼09到位。""飞鱼06到位。""保持队形，飞鱼09领头前进。"对讲机中的指令声此起彼伏。5艘新型工作艇组成V形编队，在江面上破浪前行，场面颇 为壮观。 飞鱼号工作艇 根据目前海洋调查实际情况，保障中心为"向阳红"系列调查船在执行定点调查任务时配置了铝合金工作艇体，在有需要迁移作业点时搭载柴油舷外机， 借助艇体与柴油舷外机分离的模式，既保障了任务执行，同时也满足了短时间 ...