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创业板50ETF国泰(159375)涨近1%,政策红利助力科技企业估值修复
Mei Ri Jing Ji Xin Wen· 2025-05-29 07:28
Group 1 - The State Council approved the "Green and Low-Carbon Development Action Plan for Manufacturing (2025-2027)" on May 26, 2025, emphasizing the acceleration of green technology innovation and the promotion of advanced technology applications, which will benefit companies in the green technology sector, such as new energy and power equipment, within the ChiNext 50 Index [1] - The State Grid announced that total investment in the power grid will exceed 825 billion yuan in 2025, an increase of 220 billion yuan year-on-year, with a 27.7% year-on-year growth in investment in the first quarter, directly benefiting the power equipment sector of the ChiNext 50 Index [1] - Orient Securities pointed out that the ChiNext 50 sector will benefit from policy support and market reforms, with the CSRC continuously optimizing the domestic listing environment for technology companies and deepening the reform of the Sci-Tech Innovation Board and ChiNext listing systems [1] Group 2 - Financial regulatory authorities have jointly issued documents to support financing for small and micro enterprises, encouraging them to list on the New Third Board and the Beijing Stock Exchange, guiding capital towards innovative small and medium-sized enterprises [1] - The long-term investment reform of insurance funds is steadily advancing, with a cumulative scale of 222 billion yuan from three pilot programs, enhancing the stability of the capital market [1] - Securities firms are actively issuing Sci-Tech bonds, with the first batch reaching a scale of 15.2 billion yuan, providing precise support for Sci-Tech enterprises through "stock-bond fund" linkage, optimizing their asset-liability structure [1]
港交所IPO募资规模登顶全球的10年嬗变:从工业与消费主导,到科技与医疗行业崛起
Mei Ri Jing Ji Xin Wen· 2025-05-26 15:28
每经记者|王海慜 李娜 每经编辑|董兴生 随着宁德时代(HK03750,股价314.000港元,市值1.43万亿港元)上市,港交所IPO(首次公开募股) 募资规模重新成为世界第一。 尽管近几年市场几经起伏,但得益于中国新经济与科技企业持续成长,港交所2014~2024年IPO累计募 资规模在全球高居首位。 值得注意的是,这10年时间,港交所IPO公司的行业和地区分布结构变化,可以在一定程度上折射出中 国经济从投资拉动向创新引领的变迁。 据《每日经济新闻》记者观察,2025年以来,港股市场保持强势,指数涨幅在全球各重要市场中排名居 前。 近期,多家大型外资机构也纷纷表示看多中国资产。谈及后市表现,摩根大通首席亚洲及中国股票策略 师刘鸣镝建议逢低吸纳,"应该说,中国股票在2024年找到了底,2025年会继续向好"。另外,她坦言, 对于中国权益资产,目前更看好港股。"无论从业绩还是估值的角度,我觉得港股可能会更乐观。越来 越明显的是,现在内地投资人也喜欢到港股市场来买优质的成长股。" 大型IPO助力募资规模 日前,宁德时代正式登陆港交所,这笔2025年以来全球最大IPO,也令港交所2025年新股募资额超过 600亿 ...
A股晚间热点 | 国常会部署!加快绿色科技创新
智通财经网· 2025-05-23 14:23
Group 1 - The State Council emphasizes the need to accelerate green technology innovation and the promotion of advanced green technologies in manufacturing, aiming for a deep green transformation of traditional industries [1] - The focus is on enhancing the development of emerging industries with a high starting point for green development, increasing the promotion of clean energy and green products, and improving resource recycling [1] - The government aims to strengthen common technology research, improve standards in key areas, and optimize policies to support enterprises in their transformation and upgrading [1] Group 2 - The People's Bank of China and the State Administration of Foreign Exchange have proposed a unified foreign currency management policy for domestic enterprises listed overseas, allowing for the return of funds in foreign currency or RMB [2] - This policy aims to enhance the convenience of cross-border financing for domestic enterprises and promote high-level opening up [2] Group 3 - The Chinese government is encouraging foreign financial institutions to invest in China and participate in the construction of the Chinese capital market, highlighting the importance of a unified national market and an improved business environment [3] - The government aims to provide a broad space for multinational companies to develop in China [3] Group 4 - The Ministry of Commerce has issued a notice to support the construction of computing infrastructure and 5G networks in national economic and technological development zones, particularly in western regions [4] - The initiative aims to leverage central budget investments to support eligible information infrastructure projects [4] Group 5 - The National Financial Regulatory Administration is seeking public opinion on new regulations for asset management product information disclosure, aiming to standardize disclosure practices and protect investors' rights [7] - The new regulations will apply to various asset management products, including trust and insurance products [7] Group 6 - The first batch of 26 floating rate funds has been approved and is expected to be issued by the end of May, with investors able to subscribe through banks and online platforms [8][9] - There is growing interest among fund companies in developing new model products, indicating potential future approvals for similar products [9] Group 7 - The Ministry of Industry and Information Technology is promoting the construction of an intelligent computing network and encouraging the development of large models in the industrial sector [17] - The demand for computing power is expected to grow, driven by advancements in inference applications, suggesting continued investment opportunities in the computing sector [17] Group 8 - The Chinese government plans to add two "Hualong One" nuclear power units in the western region, contributing an additional 20 billion kilowatt-hours of energy [18]
5月23日晚间新闻精选
news flash· 2025-05-23 13:48
4、26只新型浮动费率基金今日获证监会注册,预计很快就会向投资者发售,投资者可通过商业银行、 互联网平台等便利认购相关产品。 5、中洲特材:所有产品均尚未实际应用于可控核聚变领域。2连板尚纬股份:公司实际控制人变更为张 华。远翔新材:股东拟合计减持不超过6%公司股份。韦尔股份:拟发行H股股票并在香港联交所主板 上市。海辰药业:固态电池粘结剂业务尚未形成订单。 2、荷兰外相称访华期间中方提出放宽半导体出口管制问题 外交部回应,中方愿同包括荷兰在内的国际 社会一道,坚持开放合作,共同维护全球半导体产供链的稳定。 3、央行、外汇局公开征求意见,境外上市募集资金、减持或转让股份等所得可以外币或人民币调回, 相关资金均可使用资本项目结算账户汇出入。 智通财经5月23日晚间新闻精选 1、国常会:要加快绿色科技创新和先进绿色技术推广应用,强化新型工业化绿色底色;研究进一步健 全横向生态保护补偿机制有关举措。 ...
中国首辆重型军用越野车诞生60周年纪念活动在重庆大足举行
Huan Qiu Wang· 2025-05-19 03:59
Group 1 - The event "甲子征途·重载未来" commemorates the 60th anniversary of China's first heavy military off-road vehicle, highlighting the integration of technology, culture, and national defense education to inspire youth interest in the automotive industry [1][3] - The Hongyan brand, as a significant origin of China's heavy-duty automotive industry, embodies national memory and industrial spirit, with veterans donating valuable artifacts to the museum, enhancing historical respect and national defense awareness among youth [3] - A creative collection activity themed "My Green Travel" was held, where over 200 artworks were created by local youth, reflecting their innovative ideas and the integration of environmental concepts with technological literacy [3][5] Group 2 - A technology exhibition featured a commemorative dynamic model of "Hongyan Shenpao," developed collaboratively by students from Chongqing Engineering College and local youth, showcasing intelligent control and mechanical aesthetics [5] - An open class on the theme of becoming a strong automotive nation was conducted, detailing the development journey of China's automotive industry from introduction to independent innovation, using representative models like Hongqi CA770, Santana, and Wenjie M9 [5] - The event included a series of youth science popularization and intelligent connected vehicle racing competitions, utilizing the Hongyan CQ261 vehicle model for various challenges [7]
2025金融支持绿色科技大会(山西)顺利召开
Zheng Quan Ri Bao· 2025-05-12 14:07
Core Viewpoint - The 2025 Financial Support for Green Technology Conference in Shanxi emphasizes the importance of green low-carbon development and the integration of green technology with green finance to achieve sustainable development in China [1][2]. Group 1: Conference Overview - The conference was co-hosted by Shanxi Financial Investment Holding Group and Beijing Green Finance and Sustainable Development Research Institute, with notable attendees including experts from Tsinghua University and various government officials [1]. - The event attracted over 400 attendees, with more than 50,000 viewers participating online, highlighting its national significance [4]. Group 2: Strategic Focus - Shanxi, as a coal-rich province, presents numerous investment opportunities for green low-carbon transformation, with a shift in the financial supply-demand landscape emphasizing asset management and value discovery [2]. - Shanxi Financial Investment Holding Group aims to develop green finance, technology finance, and digital finance as strategic pillars for future growth, while enhancing its comprehensive financial service capabilities [2]. Group 3: Green Finance Initiatives - The establishment of the "Shanxi Financial Support for Green Technology Enterprise Database" focuses on mature technologies and projects with high potential for application within Shanxi [3]. - The conference featured the signing of agreements with research institutions to strengthen policy analysis and intellectual support for green low-carbon transformation in Shanxi [4]. Group 4: Key Themes and Discussions - Discussions at the conference highlighted the need for financial institutions to recognize the opportunities presented by green technology investments, particularly in areas such as renewable energy and emissions reduction [3]. - The conference included a high-level dialogue on the breakthroughs in green technology and the development of green finance, fostering collaboration among experts [4].
文科股份(002775) - 关于2025年第一季度经营情况的公告
2025-04-29 14:18
| 证券代码:002775 | 证券简称:文科股份 | | | --- | --- | --- | | 债券代码:128127 | 债券简称:文科转债 | 公告编号:2025-044 | 广东文科绿色科技股份有限公司 关于 2025 年第一季度经营情况的公告 | 业务类型 | | 第一季度新签合同 | | 截至报告期末累计已签 约未完工订单 | 第一季度已中标尚未签 约订单 | | | --- | --- | --- | --- | --- | --- | --- | | | 数量 | 金额(万元) | 数量 | 金额(万元) | 数量 | 金额(万元) | | 工程 | 10 | 4,588.70 | 81 | 153,020.07 | 2 | 923.45 | | 设计 | 12 | 244.12 | 173 | 7,815.05 | - | - | | 新能源 EPC 项目 | 4 | 4,125.64 | 8 | 45,457.55 | 4 | 5,699.06 | | 合计 | 26 | 8,958.46 | 262 | 206,292.67 | 6 | 6,622.51 | 一、2025 年第一季 ...
香港投资推广署公布全球FastTrack2025计划 扩展至金融科技以外的人工智能等领域
智通财经网· 2025-04-28 07:35
此外,香港投资推广署再次与香港科技园公司"GlobalConnect"携手合作,协助初创企业拓展香港业务。 该计划提供全面的落户配套,其中包括:高达10万港元资助;可享用共享办公室;融资与商业配对;在 香港开拓业务的一对一咨询;培训及联系网络。 另外,通过全球FastTrack计划2025,申请者将有机会提前进入埃森哲(Accenture)与数码港合办的"亚 太金融科技创新实验室"(FILAP)加速器计划,获得专家指导,并与全球金融领袖建立联系。 FILAP计划主要是为处于成长阶段的金融科技初创企业,与来自全球领先金融机构的高级管理人员搭建 沟通桥梁。自成立以来,参与FILAP的近90家公司筹集了超过11亿美元资金,推出了552个概念验证计 划。 智通财经APP获悉,4月28日,香港投资推广署今日公布年度活动"全球FastTrack计划2025"报名详情, 为全球及本地的科技公司提供机会,让他们在国际舞台上展示实力。香港投资推广署表示,今年计划将 扩展至金融科技以外的其他垂直领域。具体地,包括七大范畴:金融科技;人工智能;绿色科技;区块 链与数字资产;保险科技与健康科技;创新与科技;中国内地赛道(以普通话进行 ...
(机遇香港)“中国白·德化瓷”推介会在香港举办
Sou Hu Cai Jing· 2025-04-28 03:14
4月27日,来自"世界陶瓷之都"福建省泉州市德化县的50家陶瓷企业亮相2025年香港礼品及赠品展,并 举办"中国白·德化瓷"(香港)推介会。图为推介会现场主礼嘉宾合影。(主办方供图) 中新网香港4月28日电 (记者 戴梦岚)来自"世界陶瓷之都"福建省泉州市德化县的50家陶瓷企业27日亮相 2025年香港礼品及赠品展,并举办"中国白·德化瓷"(香港)推介会。其中,环保陶瓷、3D打印陶瓷等绿 色科技产品吸引大批采购商关注。 本届香港礼品及赠品展由香港贸易发展局主办,设有11个展馆,吸引来自31个国家及地区的4300多家参 展商参与。(完) 德化县委书记方俊钦致辞表示,该县正推进"中国白·德化瓷"产业高质量发展五年行动计划,力争到 2027年建成陶瓷千亿元人民币产业集群。希望此次推介活动,促成更多贸易合作,让大家更加深入了解 德化陶瓷,厚植香港和德化两地交流合作的基础。 作为全国最大的陶瓷工艺品生产和出口基地,德化县60%以上陶瓷产品销往全球190多个国家和地区。 展会现场,参展企业展品涵盖工艺瓷、日用瓷等领域,展出千余款新品。 福建省春秋陶瓷实业有限公司负责人徐昌毅对记者表示,香港是国际航运和贸易中心,此次来港参 ...
获批4年,济南起步区正在变成“汽车城”“光伏城”“会展新城”
Qi Lu Wan Bao· 2025-04-28 00:49
转自:大众新闻 获批4年来,济南起步区推动产业集聚、着力保障民生,辐射带动效应明显 黄河新城拔节生长 今年4月25日,国务院批复《济南新旧动能转换起步区建设实施方案》满4年了。济南新旧动能转换起步区(下称"起步区")作为国家《黄河流域生态保护 和高质量发展规划纲要》中支持设立的"实体性"新区、黄河流域最年轻的国家级功能区,这798平方公里的土地上,4年间发生了哪些故事,未来能否担负 起"新示范 新引擎 新平台 新城区"的使命?暮春时节,记者走访起步区,感受这里的四年之变。 千亿级产业集群快速崛起 "办15万平方米以上大展,就来黄河北",如今在山东会展业已成为共识。2023年底投用的济南黄河国际会展中心项目一期,去年累计举办展会活动35场, 总签约额20亿元,间接带动约180亿元的经济效益,济南也借此被评为"中国最具竞争力会展城市"。 起步区管委会经济发展部部长牟晓丽说,当前起步区形成了新能源汽车、高效太阳能电池、氢能源等以新能源研发与应用为主要业态的大制造产业,产业 规模将近千亿元。起步区正在变成济南的"汽车城""光伏城""会展新城"。 小镇来了"国字号""国际队" 北京、济南、海阳,这是济南中科核技术研究院 ...