重要的消息有哪些 1.《保障中小企业款项支付条例》已经2024年10月18日国务院第43次常务会议修订通过，现予公布，自2025年6月1日起施行；《实施〈中华人民共和国反外国制裁 法〉的规定》已经2025年3月21日国务院第55次常务会议通过，现予公布，自公布之日起施行。 2.财政部发布2024年中国财政政策执行情况报告。报告提到，2025年财政政策要更加积极，持续用力、更加给力，具体体现在五个方面：一是提高财政赤字率，加 大支出强度、加快支出进度。二是安排更大规模政府债券，为稳增长、调结构提供更多支撑。三是大力优化支出结构、强化精准投放，更加注重惠民生、促消费、 增后劲。四是持续用力防范化解重点领域风险，促进财政平稳运行、可持续发展。五是进一步增加对地方转移支付，增强地方财力、兜牢"三保"底线。 3.人力资源社会保障部近日下发关于进一步加大金融助企稳岗扩岗力度的通知，在原有小微企业基础上，将小微企业主、个体工商户等个人纳入稳岗扩岗专项贷款 支持范围；同时提高授信额度，将小微企业最高授信由3000万元提高至5000万元，对个人最高授信1000万元。 4.海关总署有关负责人就芬太尼类物质报关出口有关问题答记者问 ...

通联API——智能投研全链赋能 多语言极速对接+金融级安全，集成AI智搜与DeepSeek算法，秒解研报图表、5分钟生成业绩点评，覆盖全维数据，动态追踪行业热点，一站式驱动投研效 能跃升！ A股复盘 | 转换 / 2025.03.20 华为：阔折叠手机！全新新形态，打破你的想象！ 股民：谁把我的账户折叠了？！（投稿） 今天股债转换了？ 股市调整正常，不要寄希望于LPR下调，隔夜美联储都按兵不动，而且银行的净息差压力还 是挺大的，短时间内难有空间。 上面起码要看看3月经济数据吧。 不过也不要着急，FOMC这次会议和鲍威尔的发言还是偏鸽的，加上特朗普又开始施压喊 话，再等等。 盘面上，机器人还是强，难道是特斯拉人形机器人量产的消息？昨天发了三只"轴承"大牛 股，今天使劲瞄准轴承领域。 这么推演下去A股能炒的关键词还有很多： 精工，精密，传动，重工，智能，机械，数控， 液压，动力.... 海洋经济今天也支棱起来了！上海将出台海洋产业发展规划（2025—2035年）的消息又加了 把火！ 深海科技连续炒了6天了，三天高潮，2天日内分歧修复继续往上顶。 债市方面，央行连续几天在公开市场净投放资金，货币利率有些放松，债市迎 ...

Group 1: Port Industry Insights - The port industry valuation has increased due to sentiment catalysts and re-evaluation factors, particularly after the sale of terminal assets by Cheung Kong, which achieved an EV/EBITDA of 11 times, while the industry average is between 6-8 times, indicating significant re-evaluation potential [1] - Xiamen Port Development, as the only listed platform under Fujian Port Group, leverages the strategic location of Xiamen Port (the 14th largest container port globally) to establish three core businesses: bulk cargo terminals, port logistics, and port services [1] - The company plans to expand into the container terminal sector through a major asset restructuring by 2025, enhancing its position as a comprehensive modern port logistics service provider [1] - With the gradual recovery of global trade and the ongoing Belt and Road Initiative, Xiamen Port's container throughput and domestic logistics demand are expected to continue growing [1] - Xiamen Port Development is well-positioned for long-term growth due to strong port resources, policy support, and market competitiveness, especially in the context of the overall re-evaluation of the port industry [1] - Investors are encouraged to pay attention to companies like COSCO Shipping Ports and China Merchants Port, particularly COSCO Shipping Ports, which benefits from being part of the world's largest container shipping alliance [1] Group 2: AI and Data Center Infrastructure - The demand for data center infrastructure (AIDC) is entering a new cycle as global internet giants, particularly Alibaba, ByteDance, and Tencent, increase their investments in AI capabilities [4] - North America's four major cloud service providers are expected to exceed $315 billion in capital expenditures by 2025, driven by AI-related demand, leading to significant expansion in the data center industry [4] - The demand for key IT power supplies in data centers is projected to double from 49 GW in 2023 to 96 GW by 2026, with 90% of this growth attributed to AI-related needs [4] - The global market for temperature control in data centers is expected to grow from approximately $7.7 billion in 2023 to $17.8 billion by 2028, with a CAGR of about 18.4% [4] - Liquid cooling technology is becoming increasingly important in data centers, with its market share expected to rise to 33% due to the trend of increasing server cabinet power [4] - Domestic brands are likely to replace foreign brands in the backup power supply segment within data centers, especially under tight supply-demand conditions [4] Group 3: Emerging Technologies and Market Trends - Deep-sea technology has been officially included in the national future industry development priorities in the 2025 government work report, indicating the rise of this emerging industry and gaining national policy support [10] - The deep-sea technology sector has significant industrial potential, aligning with national strategic needs and offering broad market prospects, potentially becoming a new growth area for the economy [10] - The industry requires the integration of various technologies, including oceanography, artificial intelligence, and bioengineering, to advance technologies such as bionic robots and deep-sea sensors [10] - The marine economy is expected to grow robustly, with China's marine economy projected to exceed 10 trillion yuan in total by 2024 [10] - AI technology can enhance sustainable development by using intelligent sensor networks and big data analysis to assess fishery resources and formulate protection strategies [10]

尊敬的各位领导各位嘉宾上市公司高管以及投资者朋友们大家下午好 为了贯彻落实国务院关于进一步提高上市公司质量的意见精神推动福建辖区上市公司做好投资者关系管理工作更好帮助投资者了解辖区上市公司情况进一步促进上市公司提升治理水平不断提高上市公司质量 福建证监局协同福建省上市公司协会深圳市全景网络有限公司举办了2025年福建辖区上市公司投资者网上集体接待日活动 福建辖区101家上市公司高管人员将通过网络在线交流形式就2025年年报以及经营状况公司治理现金分红发展战略重大事项投资者保护可持续发展等广大投资者所关心的问题与投资者进行沟通和交流感谢各位的关注 全景网全景录演将对本次活动进行全程的关注利用视频直播文字报道等多渠道对本场活动进行全程报道下面请允许我向大家介绍莅临本次活动的各位领导他们是 中国证券监督管理委员会福建监管局党委委员副局长赵源欢迎您中国证券监督管理委员会福建监管局公司监管一处处长陈彦平欢迎您 好尊敬的各位领导各位来宾欢迎大家回到2025年福建辖区上市公司投资者网上集体接待日活动的现场福建证监局2025年以推动资本市场高质量发展为核心目标围绕深化制度改革服务实体经济防控金融风险等重点方向多维度强化监管效 ...