Core Insights - The holiday tourism market in the city showed a positive trend during the "May Day" holiday, with a total of 1.6428 million visitors and a revenue of 61.3945 million yuan, reflecting an 8.90% increase in visitors and a 0.63% increase in revenue compared to the previous year [1] - Various tourism activities and promotional policies were implemented, including 46 holiday tourism activities and 19 discount policies, enhancing the overall tourism experience [3] - The city has actively developed new cultural and tourism scenes, including performances and exhibitions, to attract more visitors and improve service quality [4] Tourism Performance - A total of 21 tourist attractions received 1.6428 million visitors from May 1 to May 5, achieving a ticket revenue of 40.9851 million yuan, which is a 1.02% increase year-on-year [1] - The upgraded performance project at the Tai Mountain scenic area sold 9,941 tickets during the holiday, marking a 30% increase in sales and a 48% increase in net income [3] Service Improvement - The city government implemented a comprehensive service plan for the holiday, including a "limit, reservation, and staggered peak" strategy to manage the high visitor flow effectively [5] - A total of 521 buses were deployed, serving over 51,300 passengers during the holiday period [6] Market Regulation - A joint supervisory team was established to ensure compliance with safety and hygiene standards across tourist attractions, with 80 personnel deployed for inspections [8] - Law enforcement agencies were active, with 1,500 police officers deployed daily to maintain public order and assist tourists [8]

Group 1 - The number of engineering projects applying for work injury insurance in China reached 39,000 in Q1 2025, a year-on-year increase of 9.4% [1] - The total construction cost of these projects amounted to 1.9 trillion yuan, reflecting a year-on-year growth of 4.8% [1] - Key engineering projects are progressing smoothly, with a notable acceleration in project construction since March [1] Group 2 - Major engineering projects with a total cost exceeding 1 billion yuan numbered 182 in Q1, representing a year-on-year increase of 41.8% [2] - The total cost of these major projects reached approximately 340 billion yuan, up 39.1% year-on-year [2] - Transportation projects lead in numbers, while livelihood projects remain a construction focus, and clean energy projects continue to commence [2] Group 3 - Significant regional development is observed, with Hebei reporting 750 engineering projects, a 21.2% increase, and a total cost of about 44 billion yuan [1] - The Guangdong-Hong Kong-Macau Greater Bay Area has over 4,000 projects, with a 5.6% increase and a total cost of around 190 billion yuan [1] - The Yangtze River Delta region has nearly 11,000 projects, and the Chengdu-Chongqing area has over 5,000 projects, showing a 14.6% increase with a total cost of about 250 billion yuan [1] Group 4 - New technology investments are advancing, with the Anhui "8.6 generation active matrix organic light-emitting display device production line project" starting in February, costing nearly 2 billion yuan [2] - Technology parks such as the "Artificial Intelligence Core Components Innovation Park" in Zhejiang and the "New Energy Vehicle Components Industrial Park" in Anhui are expanding significantly [2] - These developments are aimed at further aggregating high-quality innovative resources [2]

Core Insights - The rise of passive index funds, particularly ETFs, is significantly influencing the A-share market and its pricing logic, marking a shift in the investment landscape [1][2][3] Group 1: ETF Growth and Market Impact - The total scale of ETFs in the domestic market has surpassed 4 trillion yuan, with the latest expansion cycle taking only about 6 months, indicating rapid growth [2][5] - The growth of ETFs is driven by policy support, market conditions, public fund development, and increasing investor demand for diversified investment options [2][5] - ETFs are reshaping the public fund industry and significantly affecting the pricing logic of the A-share market, as they gain more "voice" in investment decisions [2][3] Group 2: Structural Changes in A-share Pricing Logic - The development of index-based investment is expected to structurally reshape the pricing logic of the A-share market, enhancing the liquidity premium of constituent stocks [3][4] - The passive tracking nature of index funds may lead to a systematic increase in the valuation of stocks included in mainstream indices, while the price discovery function for smaller non-constituent stocks may weaken [3][4] Group 3: Role of ETFs in Supporting Innovation and Economic Development - The growth of ETFs is facilitating the flow of resources towards technology innovation and sectors aligned with national strategic development, creating a synergy between policy and market [7][8] - ETFs are acting as a stabilizer in the market, especially in challenging market conditions, and are expected to play a central role in investment strategies [4][7] Group 4: Long-term Implications for Listed Companies - The long-term investment logic of passive index funds is likely to encourage listed companies to focus more on market capitalization management and long-term strategic planning [8][9] - Companies are expected to enhance their governance structures and increase investments in innovation and sustainable development to improve their competitiveness [8][9] Group 5: Future of Index Investment Ecosystem - The index investment ecosystem in China is still developing, with significant room for growth, requiring collaboration among market participants to enhance its quality [10][11] - Regulatory bodies are actively promoting the high-quality development of index investment, aiming to create a favorable environment for long-term capital inflow [10][11]

作为"绿色中国"系列活动的年度首站，此次吴江行活动通过政企对话、产业对接、实地考察、互动交流 等形式，为外资企业深耕长三角、共享绿色转型机遇提供了高效务实的合作平台。 在主题发言环节，博众精工副总经理陆瑶、瓦特电动汽车首席工程师彼得 贝利、菲尼克斯中国区副总 裁杨斌围绕智能装备制造、新能源汽车技术创新、工业自动化解决方案等主题，分享了在吴江投资发展 的实践经验，探讨绿色低碳国际投资与合作。活动邀请了欧绿保、卡夫亨氏、TKM集团、采埃孚、拉 法基豪瑞、霍尼韦尔、西门子艾闻达、斯凯孚、蔚来等40余家企业高管代表参会。同期，吴江经开区的 重点企业还与来自英国、意大利、瑞典、芬兰、美国等10余家国外创新型中小企业代表举办"跨国企业 与吴江经开区产业链供应链对接会"。 4月29日，商务部投资促进事务局与吴江经济技术开发区在苏州吴江联合主办"绿色中国 外企吴江行"。 活动汇聚国内外绿色低碳产业创新资源，吸引了世界500强企业、跨国公司、上市公司及欧美中小企业 团组代表参加，聚焦新能源、智能制造、绿色低碳等领域的合作，共谋产业链协同发展新机遇。 商务部投资促进事务局副局长唐颂出席活动并致辞。他表示，中国政府持续优化外资营商 ...

公司研究丨点评报告丨华厦眼科（301267.SZ） 丨证券研究报告丨 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com [Table_Title] 业绩符合预期，稳步夯实眼科服务网络根基 报告要点 [Table_Summary] 业绩短期业绩承压：2024 年公司收入为 40.27 亿元，其中白内障项目收入 8.73 亿元，同比下 滑 11.56%；眼后段项目收入 5.36 亿元，同比增长 0.19%；屈光项目收入 12.96 亿元，同比增 长 7.44%；眼视光综合项目收入 10.69 亿元，同比增长 5.15%。2024 年公司业绩增速放缓， 主要受行业环境变化、行业需求阶段性放缓及竞争加剧等因素影响，未来随着消费需求进一步 释放，眼科医疗行业依然具备良好的发展空间。 分析师及联系人 [Table_Author] 彭英骐 徐晓欣 SAC：S0490524030005 SAC：S0490522120001 SFC：BUZ392 1 华厦眼科（301267.SZ） cjzqdt11111 [Table_Title2] 业绩符合预期，稳步夯实眼科服务网络根基 [Tabl ...

春耕时节，河北省石家庄市田间涌动着丰收的希望。藁城区南营镇土山村种粮大户苏吉平的800亩强筋 优质小麦长势喜人。"去年总收入约125万元，比普通小麦收益高得多，咱石家庄的强筋麦从来不愁 卖。"近年来，石家庄正以全产业链协同发展模式，将"一粒麦"做成"大产业"，端稳粮食安全"金饭 碗"。 作为传统强筋麦种植核心区，藁城区交出亮眼答卷：强筋麦种植覆盖率达90%，建成3个大型交易市 场、120家民营粮食流通企业，培育20余家面粉加工企业、14家宫面精深加工企业，形成"育种繁种-规 模种植-仓储流通-精深加工-品牌销售"全产业链，年产值突破115亿元。该区还创新"新型经营主体+农 户"模式，发展536个家庭农场、专业合作社等，流转土地10.5万亩，千亩以上家庭农场达21家，农业机 械化、专业化服务覆盖率超90%。 在藁城区示范带动下，元氏县、赵县、晋州市等地推广强筋小麦近30万亩，全市优质小麦种植规模持续 扩大，产业集群效应凸显。 从良种培育到全链增值，石家庄强筋小麦产业不仅保障了高端食品加工的"中国芯"，更走出一条"产业 兴、农民富、乡村美"的振兴之路。数据显示，全市强筋小麦产业年带动农民增收超10亿元，成为河北 ...

新华财经昆明5月6日电（记者魏雨田、贾云鹏、雷肖霄）从一家籍籍无名的村办铁锅生产小厂，一路破 浪前行、不断转型，如今已蜕变成为全国最大的炮塔式摇臂铣床生产基地。如今，这家企业更是成功晋 升为链主企业，并成功孵化并吸引了 49 家装备制造领域的上下游企业齐聚园区，共同构建起一个完整 的数控机床产业链生态系统。 近期，记者深入云南省楚雄州禄丰市的碧城智能数控装备制造产业园区，走进云南锦润数控机械制造有 限责任公司（以下简称 "锦润数控"）。在采访中，锦润数控总经理张峰坦言："我们公司的高速发展与 园区内各企业的抱团取暖、强强联合密不可分，这种协同合作实实在在地为我们带来了看得见、摸得着 的发展成效。" 他进一步表示："即便一家企业在其他外部环境中可能难以维系生存，但在这里却能获得新生与发展活 力。这里汇聚了丰富的要素资源，使得众多原本棘手的难题迎刃而解。" 谈及未来，张峰信心满满："在未来的市场竞争格局中，那些专注于创新研发的企业必将脱颖而出。" 破茧：村办小厂的逆袭转型 锦润数控的前身可追溯至1979年的原禄丰县碧城公社前营砖瓦厂，彼时仅有员工30余人，在时代浪潮中 艰难起航。1981年，顺应市场需求，工厂转型 ...

2025年4月28日，全球特药领域生物制药公司益普生携手上药控股有限公司共同宣布达成战略合作协 议。益普生与上药控股的战略合作，本质上是一场优势互补的深度融合，双方通过整合资源、发挥专 长，实现互利共赢，为医药行业的合作模式提供了新的范例。 益普生中国总经理戴纪尧、益普生中国商业卓越运营部负责人薛樱花，上海医药（601607）执行董事兼 执行总裁李永忠、上药控股副总经理唐鹏程、张燕、宋潞潞等双方管理层代表出席仪式。 上海医药执行董事兼执行总裁李永忠表示："此次上药控股与益普生的战略携手，标志着双方将资源与 优势深度融合，开启协同发展的新篇章。益普生核心治疗领域的卓越品牌影响力与上药控股成熟的全国 终端覆盖网络以及专业化的学术推广矩阵形成优势互补。上药控股将始终秉持'服务为荣'的理念，依托 对产品核心领域的深入理解和创新能力，在当前外部环境不确定的情况下，加大对创新业务CSO的推进 力度，携手益普生共同推动达菲林在中国市场的广泛覆盖，为患者带来更精准的健康服务，助力医疗行 业高质量发展。" 作为全球领先的生物制药公司，益普生已深耕中国市场30余年。秉持对中国市场的长期承诺，益普生始 终致力于将优质产品引入中国。 ...

Core Insights - The "Fushan Coffee Cultural Town" has emerged as a popular destination during the "May Day" holiday, attracting over 20,000 visitors and generating surrounding consumption of 5 million yuan [2]. Group 1: Visitor Experience - The unique coffee culture and diverse "coffee+" experiences have made the town a favored spot for tourists [2]. - Various cultural projects, such as the Fushan Art Museum and the Ceramic Art Museum, have extended visitor stay and enhanced the cultural landmark status of the area [2]. Group 2: Economic Impact - The influx of tourists has significantly boosted local consumption, with coffee shops and restaurants experiencing high demand during the holiday [2]. - Nighttime events, such as the "Coffee" music party, have created new consumption scenarios, contributing to a full-day tourism experience [2]. Group 3: Future Development - The town plans to deepen its coffee culture, improve visitor experiences, and enhance supporting facilities to become a comprehensive tourism destination [3].

长江之水天上来，在武汉化作楚韵流光。这座因江而兴的城市，在这个火热的"五一"假 期，再次跻身全国十大热门旅游城市之列。携程旅游平台提供的数据显示，"五一"假期，武 汉酒店订单量同比增长8%，门票订单量同比增长近35%，入境游订单量同比增长66%。 两岸潮玩织就年轻力场 夜游长江，两岸灯火璀璨，映照出城市的发展宏图。"十年前江边看芦苇，如今坐着主 题游轮玩剧本杀，武汉将两江四岸打造成了年轻力场，连我外地同学都追着要攻略，这波文 旅升级太圈粉了。"一位武汉本地网友如此感慨。 以长江为轴，武汉两江四岸精心打造的夜游景观带，串联起汉口江滩的市集、"江遇"桥 墩电影、青山江滩国际沙排浪潮生活周等缤纷体验。"五一"假期，汉口、武昌、汉阳三地江 滩迎客突破90万人次。汉口江滩新开知音国色美学生活馆，每日"非遗课堂"人气旺。"江 遇"桥墩电影每晚客流爆满，到了晚上9时依旧有游客前来取号等待入场。 当游客们走下游船，往武昌古城可逛昙华林、户部巷，打卡司门口黄鹤楼红墙；往汉口 可夜游江汉路、黎黄陂路，打卡巴公房子。5月4日，央视新闻频道五四特别节目《奋斗华 章 青春中国》讲述昙华林圈粉年轻人的故事，这里每天客流量都超过5万人次。 ...