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盈信量化(首源投资)宁德时代港股上市,开启新征程
Sou Hu Cai Jing· 2025-06-17 14:39
宁德时代在资本市场扔下重磅消息,其披露发行阶段董事会公告并刊登注册招股书,正式启动国际配售簿记,计划于 5 月 20 日在香港联交所主板挂牌上 市,届时将开启全新的资本篇章。按发行价格上限每股 263.00 港元计算,本次港股 IPO 发行规模预计在 40 - 50 亿美元,有望成为近年来港股市场规模最 大的 IPO 项目之一,备受各界瞩目。 从盈信量化(首源投资)资金用途来看,宁德时代目标明确。本次募资所得的 90% 将投向匈牙利项目第一期及第二期建设。通过加大对匈牙利项目的投 入,公司将进一步提升本地化供应能力,巩固其在新能源领域的全球领先地位,在国际市场竞争中占据更有利的位置。 强大的基石投资者阵容更是为宁德时代此次上市保驾护航。本次发行吸引了能源巨头、主权财富基金和顶级市场化机构等豪华阵容的基石投资者,他们最 高以 203.71 亿港元(按发行价格上限每股 263.00 港元计算)认购。其中,中石化、KIA(科威特投资局)、高瓴资本、高毅资产、UBS(瑞银)资管、 Oaktree(橡树资本)、Mirae(未来资产)、RBC(加拿大皇家银行)、太保、泰康、博裕、景林等知名机构纷纷入局,足以证明宁德时代在 ...
龙昇集团控股(06829)附属龙昇汽车服务与汽车贸易商、流动能源解决方案供应商及数字能源服务供应商立战略合作框架协议
智通财经网· 2025-06-17 14:12
鉴于香港新能源汽车的庞大商机,并得到政府计划推广采用新能源汽车及可持续交通方案的支持,董事 会认为,透过框架协议组成战略合作有益于本集团,以从香港新能源汽车的增长需求中获利,提高本集 团的收益多元化及盈利能力,加强可持续发展。 透过订立框架协议,订约各方可携手合作,并善用彼等各自商业上可动用的资源互相支持,以开发及建 设重要基础建设(包括电池更换站及配套设施),同时,共同推广及加强新能源汽车技术及服务以改进新 能源汽车的营运效率,且就拓展区域市场奠定基础。董事会认为,订约各方的有关战略合作与本集团的 策略一致,以减少碳排放,并为新能源业务成立具竞争力的中心。 智通财经APP讯,龙昇集团控股(06829)发布公告,于2025年6月13日,本公司非全资附属公司龙昇汽车 服务有限公司(龙昇汽车服务)与一间汽车贸易商(汽车贸易商);一间流动能源解决方案供应商(流动能源解 决方案供应商);及一间数字能源服务供应商(数字能源服务供应商)订立战略合作框架协议(框架协议),以 透过建设能源补充基础建设及推动交通电气化,共同于香港推动新能源产业发展,致力建立完善的电池 更换网络。 根据框架协议,龙昇汽车服务将负责电池更换业务的 ...
权威解读丨从5月数据看中国经济增长点
Xin Hua She· 2025-06-17 12:38
Economic Overview - In May, the national economy showed overall stability and progress, with a notable increase in economic resilience [1][10] - The industrial added value for large-scale enterprises grew by 5.8% year-on-year, continuing a trend of rapid growth [3] - The digital product manufacturing sector saw a significant increase of 9.1% in added value [3] Industrial Performance - The equipment manufacturing sector's added value increased by 9.0%, outpacing the overall industrial growth rate [3] - The demand for new production capabilities has been strongly supported by recent policies, contributing to industrial production growth [3] Consumer Market - In May, the total retail sales of consumer goods reached 41,326 billion yuan, marking a year-on-year growth of 6.4%, which is an increase of 1.3 percentage points from the previous month [5] - The "old-for-new" consumption policy has shown significant effects, with retail sales of home appliances and audio-visual equipment increasing by 53.0% [5] Trade and Exports - The total value of goods imports and exports in May was 38,098 billion yuan, reflecting a year-on-year growth of 2.7%, with exports increasing by 6.3% [8] - Despite a global economic slowdown, trade with ASEAN and Belt and Road Initiative countries continues to grow [8] Policy and Future Outlook - A series of macroeconomic policies have been implemented to stabilize growth, with positive effects observed since late last year [10] - The government has a robust policy toolkit to dynamically adjust and respond to changing economic conditions, focusing on expanding domestic demand and promoting high-quality development [10]
5月国民经济运行展现较强韧劲和活力
Ke Ji Ri Bao· 2025-06-17 01:18
Economic Performance - In May, the national economy showed strong resilience and vitality, with industrial added value increasing by 5.8% year-on-year and retail sales of consumer goods rising by 6.4% [1] - The consumer price index decreased by 0.1% year-on-year, indicating stable demand and supply [1] Industrial Growth - The equipment manufacturing sector saw a significant increase, with added value growing by 9% and contributing 54.3% to industrial production [1] - High-tech manufacturing added value rose by 8.6%, and digital product manufacturing increased by 9.1%, both outpacing overall industrial growth [2] New Energy and Technology - Production of new energy vehicles and solar cells surged by 31.7% and 27.8% respectively, highlighting the rapid growth in these sectors [2] - The production of industrial robots increased by 32% from January to May, and the added value of smart vehicle equipment manufacturing grew by 26.8% [2] Trade Performance - In May, the total value of goods imports and exports increased by 2.7% year-on-year, with exports rising by 6.3% [2] - Despite challenges in the global economy, trade with ASEAN and countries involved in the Belt and Road Initiative continued to grow, showcasing the diversification of China's trade [2] Economic Outlook - The overall economic growth trend remains stable, with no changes in innovation-driven development, green transformation, high-level opening up, and continuous improvement in people's livelihoods [3] - The economy's strong foundation and resilience provide confidence in overcoming various risks and challenges [3]
格力钛18亿元股权为何被冻结?回应来了
21世纪经济报道· 2025-06-16 14:12
Core Viewpoint - Gree Titanium New Energy Co., Ltd. announced that its 100% equity stake in Zhuhai Guangtong Automobile Co., Ltd. has been frozen by the court due to actions taken by its predecessor's former actual controller, Wei Yincang, who improperly guaranteed a capital increase agreement without board approval [1][5]. Group 1 - The court's freezing of the equity amounts to 1.806 billion RMB, with the freeze effective from June 4, 2025, to June 3, 2028 [9][10]. - Gree Titanium is actively working with the court to resolve the case and will pursue legal responsibility against the relevant individuals [2][5]. - The company stated that its business operations remain normal and that the equity freeze will not have a significant impact on its production and operations [3][6]. Group 2 - Gree Titanium is a comprehensive new energy industry group involved in lithium battery core materials, battery production, electric motors, charging equipment, and new energy vehicle development [9]. - The company has made improvements in operational efficiency by adjusting production lines and optimizing order structures, which has enhanced product delivery speed and payment efficiency [12].
5月经济数据出炉 这些亮点值得关注
Sou Hu Cai Jing· 2025-06-16 14:05
Economic Overview - The national economy is operating steadily with new growth momentum emerging, indicating a shift towards high-quality development [1][4]. Industry Performance - In May, the added value of high-tech manufacturing above designated size increased by 8.6% year-on-year, while the digital product manufacturing sector saw a 9.1% increase, both significantly outpacing the overall industrial growth rate [4]. - The production of new energy vehicles and solar cells grew by 31.7% and 27.8% respectively, reflecting robust growth in these sectors [4]. Consumer Trends - The total retail sales of consumer goods in May increased by 6.4% year-on-year, with a 1.3 percentage point acceleration compared to the previous month [5]. - The "May Day" and "Dragon Boat Festival" holidays saw a notable increase in tourism, with various regions exploring new models for cultural and tourism consumption [5]. - Emerging consumption trends such as live streaming sales and instant retail are maturing, while sectors like the silver economy and low-altitude economy are rapidly developing [5]. Trade Dynamics - In May, China's total goods import and export value grew by 2.7% year-on-year, with exports increasing by 6.3% [8]. - Despite a decline in trade with the U.S., diversification in foreign trade has shown positive results, particularly with ASEAN and Belt and Road Initiative countries [8]. - The export of high-tech machinery and electrical products has expanded, supporting trade growth and showcasing China's comprehensive competitive advantages [8].
格力钛18亿元股权为何被冻结?回应来了
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-16 12:55
6月16日,格力电器(000651)控股的格力钛新能源股份有限公司(以下简称"格力钛")在公众号发布声明: 近日,我公司所持珠海广通汽车有限公司100%股权被法院冻结。 该项司法冻结的案件,源于我公司的前身珠海银隆新能源有限公司(以下简称"银隆新能源")之原实控人、法定代表人魏银仓, 未经银隆新能源董事会等依据公司章程审议批准,在2015年12月盗用公司公章在其与阳光人寿保险股份有限公司的增资补充协议 上盖章违规担保而引起。 我公司将积极与法院等协商解决该案件,并尽快启动司法程序,追究相关人员的法律责任。 当前,本公司业务运营正常,本次股权冻结不会对公司生产经营产生重大影响。 | 案号 | (2024) 粤04执保290号 | 执行裁定书文号 | (2024) 粤04执保290号 | | --- | --- | --- | --- | | 被执行人 | 格力钛新能源股份有限公司 | 股权被执行的企业 | 珠海广通汽车有限公司 | | 执行法院 | 广东省珠海市中级人民法院 | 执行事项 | 公示冻结股权、其他投资权益 | | 被执行人持有股权、其它投资权 益的数额 | 180600万人民币 | 被执行人证件种 ...
新华全媒+丨顶压前行 向优向新——透视5月份我国经济运行态势
Xin Hua She· 2025-06-16 10:59
Economic Overview - In May, China's economy demonstrated resilience under pressure, with stable production and demand growth, and a focus on high-quality development [2][3] - The industrial production increased by 5.8% year-on-year, with equipment manufacturing and high-tech manufacturing growing by 9% and 8.6% respectively [2] - The service sector's production index rose by 6.2% year-on-year, indicating a faster growth rate compared to the previous month [2] Demand and Consumption - Retail sales of consumer goods increased by 6.4% year-on-year in May, driven by policies promoting consumption and online sales [2][4] - Fixed asset investment (excluding rural households) grew by 3.7% year-on-year from January to May, with a notable 7.7% growth when excluding real estate development [2] Employment and Prices - The urban surveyed unemployment rate in May was 5%, a slight decrease of 0.1 percentage points from the previous month [3] - The Consumer Price Index (CPI) saw a minor decline, but the core CPI, excluding food and energy, increased by 0.6%, indicating underlying inflationary pressures [3] Trade Performance - China's foreign trade maintained stable growth, with total goods import and export value increasing by 2.7% year-on-year in May, and exports rising by 6.3% [3] Policy Impact - Recent macroeconomic policies have focused on stabilizing employment, businesses, and market expectations, leading to improved economic performance [4] - The "old for new" consumption policy significantly boosted sales in various categories, with home appliances and communication equipment seeing retail sales growth of 53% and 33% respectively [4] New Growth Drivers - Emerging sectors such as high-end manufacturing, digital economy, and new energy industries are showing robust growth, contributing to economic stability [5] - The manufacturing value added in the digital products sector grew by 9.1%, with significant increases in the production of new energy vehicles and solar cells [5] Future Outlook - The economic foundation remains strong, with expectations for stable growth and continued high-quality development despite external challenges [6][7] - The manufacturing Purchasing Managers' Index (PMI) rose by 0.5 percentage points, indicating a recovery in manufacturing activity [4]
2025年第二季度即将走完,我国GDP增速能达到多少呢?
Sou Hu Cai Jing· 2025-06-16 10:57
2025年第二季度的最后一个月已走完一半的路程,该出预测文章了——根据当前的多项经济数据分析、解读及展望,南生认为:4至6月的我国GDP实际提 升力度将在4.7%至4.9%区间,取个中位数,4.8%吧。 增速预计维持在4.8%左右,主要依赖三大动能 一是企业对非美市场的拓展获得了巨大的成绩,不仅对冲对美贸易的损失,而得到了更多的收益——以5月份为例:中国对印度尼西亚出口上涨16.8%、对 越南出口上涨18.8%、对泰国出口大涨20.9%,对整个东盟的商品出口金额大涨了12.2%。 2025年5月份,我国对法国出口上涨5.9%,对德国出口金额提升了12.3%,对整个欧盟的出口增长了6.4%;对英国出口上涨7.4%,对加拿大出口上涨8.7%, 对拉美各国的商品出口上涨9.4%…… 对一带一路沿线国家的商品出口金额在今年5月份上涨了9.2%,对非洲各国的商品出口金额大涨了18.9%,并推动:我国5月份的外贸顺差金额暴涨至1032.2 亿美元,同比居然激增了40.3%,创新高。 是不是感到很惊讶啊?特朗普的本意是围剿中国,降低我国的外贸顺差,但结果却是:中国的对外贸易继续高歌猛进,单月顺差金额突破了1000亿美元。若 ...
5月国民经济运行稳中有进
Bei Jing Shang Bao· 2025-06-16 10:35
Economic Overview - The overall economic operation in May remained stable, with some indicators continuing to improve, showcasing strong resilience and vitality in China's economy [1] - The economic operation is expected to maintain a steady and progressive development trend in the first half of the year [1] Production and Demand - In May, industrial production saw rapid growth, supported by various policies, with the industrial added value for large-scale enterprises increasing by 5.8% year-on-year and 0.61% month-on-month [3] - The manufacturing sector experienced a 6.2% year-on-year growth, while the equipment manufacturing and high-tech manufacturing sectors grew by 9.0% and 8.6%, respectively, outpacing the overall industrial growth [3] - The service sector's production index increased by 6.2% year-on-year, with significant contributions from information transmission, software, and IT services, which grew by 11.2% [3][4] Consumer Market - The total retail sales of consumer goods in May rose by 6.4% year-on-year, accelerating by 1.3 percentage points compared to the previous month [4] - The "old for new" consumption policy significantly boosted retail sales in various categories, including home appliances and communication equipment, with growth rates of 53.0% and 33.0%, respectively [4] New Growth Drivers - The new growth drivers, including high-end manufacturing, digital economy, and new energy industries, are continuously strengthening, promoting industrial transformation and stable economic operation [5] - High-tech manufacturing added value increased by 8.6% year-on-year, with the production of new energy vehicles and solar batteries growing by 31.7% and 27.8%, respectively [5][6] Innovation and Green Transition - Continuous innovation investment and technological advancements are driving industrial innovation, with industrial robot production increasing by 32% and smart vehicle equipment manufacturing rising by 26.8% [6] - The green low-carbon transition is ongoing, with significant growth in clean energy generation, including wind and solar power, which increased by 11.1% and 18.3%, respectively [6] Trade Performance - In May, the total import and export value reached 38,098 billion yuan, with exports growing by 6.3% and imports declining by 2.1% [7] - Trade with ASEAN, the EU, and Belt and Road countries showed growth, with respective increases of 9.1%, 2.9%, and 4.2% in the first five months [8] - Private foreign trade enterprises demonstrated strong market adaptability, with their export growth at 8% and import growth at 4.9%, outperforming overall foreign trade [8]