国务院办公厅印发了关于严格规范涉企行政检查的意见，强调包容审慎执法，进一步优化营商环境，各 地也相继出台强化指导帮扶惠企举措。笔者建议在"专精特新实"上下功夫，做到"找真专家、查真隐 患、做真服务、促真整改、得真实效"，确保达到预期目标。 在"新"字上下功夫，推动工艺技术革新。通过指导帮扶行动，宣传新政策法规，传授新管理理念，推广 新工艺技术，如大规模设备更新、超长期国债、税费减免等政策，以及同类行业新的管理模式、新的污 染治理工艺等。引入企业健康管理服务理念，发挥保险托底作用，推广环境污染责任险、安全责任险等 险种，帮助企业提升风险防范能力。创新"保险+服务"模式，保险公司为投保企业免费提供专家指导服 务，让风险控制关口前移，帮助企业找准隐患问题并及时消除，企业降低违法风险、事故风险，保险公 司降低赔付风险，形成政府、企业、保险公司、社会多赢格局。 在"实"字上下功夫，帮助企业建立完善自查自纠机制。帮助企业建立企业主体责任违法风险清单，根据 行业特点、行政处罚公开信息，帮助企业查摆违法风险点，划出红线、底线，强化提示、警示服务，提 高企业主体责任意识。建立隐患排查对照检查清单，根据企业环境影响评价和排污许可 ...

近日，浙江促进中小企业和民营企业发展工作联席会议在杭州召开。会议总结了2024年工作，部署了 2025年重点任务。 会上，浙江省经信厅中小企业处通报2024年全省促进中小企业和民营企业发展工作情况和2025年工作安 排；浙江省科技厅、省财政厅、省商务厅、省市场监管局、省统计局等部分成员单位围绕年度工作要点 以及本单位促进中小企业和民营企业发展重点工作进行交流发言；参会单位进行交流讨论。 会议指出，党中央、国务院和省委、省政府高度重视、密切关注中小企业和民营企业发展工作，过去一 年，在省委省政府的坚强领导下，各地区、各部门共同努力、密切配合，聚焦政策支持、服务体系、融 资畅通、数字化转型、优质企业梯度培育等中小企业促进工作取得新突破，营商环境取得新进步。 会议强调，要进一步提高政治站位，自觉增强做好促进中小企业和民营企业发展工作的责任感、使命 感、紧迫感，要加强宏观严峻形势挑战应对，采取超常规手段指导帮扶受冲击较大的行业和企业。 要加大对专精特新等优质企业土地、资金、人才等政策和要素支持。 要聚焦拖欠企业账款问题，完善长效治理机制，加强行业监管、源头治理。 要深入推动科技创新和产业创新深度融合。 要持续强化降本 ...

Group 1: Company Overview - Jiangsu Tiangong Technology Co., Ltd. (Tiangong Co.) specializes in the research, production, and sales of titanium and titanium alloy materials, recognized as a national-level "little giant" enterprise for specialized and innovative companies [2][4] - The company has experienced explosive growth in recent years, particularly benefiting from increased demand for titanium and titanium alloy wire in the consumer electronics sector, with a revenue of 1.035 billion yuan in 2023, a year-on-year increase of 170.05% [2] Group 2: Financial Performance - In 2023, Tiangong Co. reported a net profit attributable to shareholders of 170 million yuan, up 142.57% year-on-year [2] - However, a projected revenue decline of 22.59% to 801 million yuan in 2024 is anticipated, with a slight net profit increase of 1.57% to 172 million yuan [2] Group 3: Fundraising and Investment Projects - The company plans to raise funds for projects aimed at increasing production capacity and enhancing product quality, including a project to build a production line for 3,000 tons of high-end titanium and titanium alloy rods and wires [3] - Strategic placement of 18 million shares, accounting for 30% of the total issuance, has been secured by leading securities firms, indicating strong institutional confidence in the company's long-term prospects [3] Group 4: Market Position and Future Outlook - Tiangong Co. is transitioning from rough processing to precision and deep processing of titanium and titanium alloy products, expanding into emerging markets such as consumer electronics and 3D printing [4] - The company is expected to enhance its industry penetration due to its technological and brand advantages, suggesting a positive outlook for future growth [4]

近日，为推动构建专精特新企业服务体系，搭建政企交流服务平台，助力企业用好北京创新资源和政策 优势，帮企业拓宽融资渠道，提升融资服务质效，北京企联组织召开了服务专精特新企业交流会，以政 策惠企、服务助企、金融暖企、创新强企，助推经济可持续健康发展。 北京市经济和信息化局中小中心干部杨欢就《北京市优质中小企业梯度培育管理实施细则（2025年修订 版）》进行详细解读，展示了创新型中小企业-专精特新中小企业-专精特新"小巨人"企业的梯度培育格 局，并介绍了有关评价认定标准和重点，引导北京市中小企业向专业化、精细化、特色化、新颖化方向 发展，促进中小企业高质量发展，提升中小企业创新能力和专业化水平，助力实现产业基础高级化和产 业链现代化。 中国工商银行北京分行普惠金融事业部副总经理管磊、交通银行北京分行普惠金融业务部专精特新产品 专家方凌琳、中国建设银行北京分行分行公司部科技中心业务经理菅闪慧、中国农业银行朝阳支行科技 普惠部经理郭利源、中国民生银行北京分行普惠金融部高级经理苏宁分别围绕"以金融政策、产品服务 赋能专精特新中小企业高质量发展"作相关分享。近年来，金融资源在加快流向专精特新企业，从直接 融资到间接融资，金 ...

Core Viewpoint - The A-share market has shown resilience and recovery following the "black swan" event triggered by the US's imposition of high tariffs, with many actively managed equity funds capitalizing on this opportunity to achieve new highs in net value [1][2]. Fund Performance - As of April 25, 250 actively managed equity funds have rebounded from the "golden pit" created by the tariff event, reaching new highs in net value for the year [1][2]. - Notably, the Huatai-PineBridge Hong Kong Advantage Select A fund has achieved a remarkable 64.44% increase year-to-date, primarily investing in innovative pharmaceutical companies listed in Hong Kong [2][3]. - Several funds focused on the pharmaceutical sector, such as Changcheng Pharmaceutical Industry Select A and Yongying Pharmaceutical Innovation Select A, have also reported year-to-date returns exceeding 40%, with a strong emphasis on innovative drug stocks [3]. Investment Focus - The majority of the funds that have performed well are heavily invested in the pharmaceutical sector, particularly in innovative drugs and companies listed on the Beijing Stock Exchange [2][3]. - The Jin Yuan Shun An Yuan Qi fund has seen a staggering 396.6% increase since its inception, with a diversified investment strategy that limits exposure to any single stock [4]. - The Guotai Consumer Select fund has also performed well, focusing on high-quality companies in the consumer sector, including mid-to-high-end liquor and home appliances [4][5]. Market Outlook - Fund companies suggest a focus on domestic demand in the short term, while long-term investments should consider technology sectors, particularly those related to AI [6][7]. - The BoShi Fund emphasizes three main investment themes: defensive strategies during market volatility, opportunities in emerging industries driven by technological advancements, and sectors benefiting from domestic demand policies [6]. - Huabao Fund highlights the importance of sectors supported by domestic demand and policy expectations, including financials, real estate, and new consumer trends [7].

Economic Performance - In Q1 2025, the GDP of Nansha District reached 51.957 billion, with a year-on-year growth of 4.0% at constant prices [1] - The primary industry added value was 0.619 billion, growing by 1.3%; the secondary industry added value was 21.167 billion, growing by 1.6%; and the tertiary industry added value was 30.172 billion, growing by 5.7% [1] Agricultural Sector - The total agricultural output value reached 1.999 billion, with a year-on-year increase of 2.9% [1] - The planting area and output of guava increased by 22.6% and 27.5% respectively; pig production reached 28,600 heads, up 14.2%, contributing to a 3.5% growth in livestock output value [1] - The recovery of fishery production contributed 5.7 percentage points to the growth of total agricultural output value [1] Industrial Sector - The total industrial output value of Nansha increased by 5.8% year-on-year, with 20 out of 33 industries showing growth [2] - Private enterprises saw a 10.0% increase in output value; high-tech industries grew by 3.3% [2] - The export delivery value of industrial enterprises increased by 14.1% year-on-year [2] Service Sector - The revenue of the above-scale service industry reached 22.863 billion, growing by 12.8% year-on-year [2] - The revenue from profit-making service industries was 9.539 billion, with a growth of 8.2% [2] - The cultural, sports, and entertainment sectors experienced a significant increase in revenue, growing by 45.5% due to large events [2] Fixed Asset Investment - Fixed asset investment grew by 10.3%, ranking third in the city; construction and installation engineering investment increased by 18.3%, ranking first [3] - Industrial investment rose by 22.7%, with significant growth in the computer, communication, and other electronic equipment manufacturing sectors [3] - Infrastructure investment saw a substantial increase of 25.6%, driven by major projects [3] Project Development - In Q1 2025, a total of 71 projects commenced in Nansha, accounting for 20% of the city's total [3] - Nearly 40% of these projects are in the industrial sector, focusing on technology innovation and advanced manufacturing [3]

Group 1 - The core viewpoint emphasizes the importance of internal development and innovation for enterprises, particularly in the context of private enterprises in Wuhan [2][4] - The article highlights several specialized and innovative small and medium-sized enterprises in Wuhan, showcasing their significant contributions to the local economy and their roles as leaders in their respective fields [2][4] - Yixun Beidou has developed a high-precision dual-frequency low-power module and an intelligent monitoring system for agricultural machinery, which has been recognized as a "Hubei Boutique" product [4][6] Group 2 - Yixun Beidou has been focusing on core technologies and responding to national strategies, allowing it to secure a position in strategic emerging industries [3][7] - The company has achieved significant milestones, including a 12% annual increase in R&D investment since 2013 and the launch of a 14-nanometer high-precision timing chip [7][4] - The intelligent monitoring system developed by Yixun Beidou can monitor various agricultural parameters, effectively acting as a "big manager" for farmland [6][4] Group 3 - Cuiyu Technology has transitioned from a dust suppression system provider to a smart city service integrator, leveraging AI and digital twin technology [9][10] - The company has seen a 20% year-on-year increase in contract amounts in the first quarter of the year, indicating strong growth [9] - Cuiyu Technology's solutions are now implemented in various projects, including the Wuhan Zoo, enhancing plant care through real-time monitoring [10][11] Group 4 - Shuchuan Group has developed the first large model in the publishing industry, BOOKSGPT, which enhances reader interaction and reduces content production costs [13][16] - The company has transformed over 1.2 million book varieties, generating over 24 billion yuan in added value for the publishing industry [18] - The AI editing studio at Shuchuan Group employs digital staff to assist in various publishing processes, showcasing the integration of AI in traditional industries [17][18] Group 5 - Enbeisi Technology has innovated by combining lighting and display technologies, creating immersive visual effects for urban landscapes [19][22] - The company has established a strong foothold in the market by developing unique technologies and expanding into international markets [23][22] - Enbeisi's projects have significantly enhanced the nighttime aesthetics of various buildings in Wuhan, demonstrating the potential for artistic and intelligent lighting solutions [22][23]

北交所策略专题报告 2025 年 04 月 27 日 北交所研究团队 惟创新者进-北交所出圈，新质跃升北交先行 ——北交所策略专题报告 诸海滨（分析师） zhuhaibin@kysec.cn 证书编号：S0790522080007 专题：多因素推动北交所出圈，新质跃升北交先行 政策方面，2023 年 9 月 1 日，证监会发布《关于高质量建设北京证券交易所的 意见》，明确提出要启用北交所独立代码号段，提高股票辨识度。2023 年 11 月 17 日，为落实"深改 19 条"意见，北交所启动为上市公司股票使用 920 代码号 段的相关准备工作。2025 年 4 月 11 日，北交所发布公告：开展北京证券交易所 存量上市公司证券代码切换（试点）第二次全网测试。2025 年 4 月 3 日，北 京证券交易所修订《北京证券交易所证券发行与承销管理细则》，主要增加了北 交所新股战略配售比例和参与家数。市场方面，2023 年以来，北交所经历了 2023 年 11 月、2024 年 9 月底和 2025 年 1 月中三轮行情。从估值角度来看，北交所 估值逐步成熟，市盈率整体超过创业板接近科创板水平。从流动性角度来看，三 轮 ...

4月27日，东莞市东坑镇披露一季度经济运行数据，今年东坑总体经济延续去年的良好势头，一季度实 现生产总值65亿元，总量排名16，增长24%，排名全市第1，很好地完成"开门红"的任务目标。 龙头引领激活产业链生态 东坑镇工业经济的爆发式增长，成为拉动GDP攀升的首要动力。一季度规上工业总产值达206.4亿元， 同比增长46.7%；规上工业增加值36.3亿元，增速高达38.6%，规下工业增加值增长8.7%，两项指标均位 列全市第一。 开年以来，东坑各企业迅速抢进度、赶订单。目前，东坑产业集聚规模日益壮大，其中，200亿元以上 企业有1家、100亿元以上企业1家、亿元以上企业80家。 激发创新发展活力，是推动工业高质量发展的关键一环。据介绍，东坑镇构建"三大龙头 + 亿元企业梯 队"培育体系，既充分发挥头部企业的引领示范作用，带领行业朝着更高质量、更具创新力的方向发 展；又加大对腰部企业的精准帮扶力度，助力其突破发展瓶颈，实现规模与效益的双重提升。 重大产业项目对经济发展具有重要推动作用，有助于推动产业结构优化提升，促进地方经济发展方式的 改变。近年来，东坑积极帮助项目解决要素保障问题，推进项目落地。同时，落实市领 ...

Group 1 - In Q1 2025, 52 companies from the Beijing Stock Exchange entered the top ten holdings of various funds, with a total public fund market value of 6.743 billion yuan [3][8][12] - The top three companies by fund holdings are Jinbo Biological, Tongli Co., and Kait Co., with Jinbo Biological being the most held by 51 funds [3][17] - The North Exchange 50 Index fund size increased to 9.3 billion yuan, reflecting a growing interest in the North Exchange market [3][21] Group 2 - In Q1 2025, 69 out of 103 companies reported positive revenue growth, with 24 companies exceeding 25% growth [3][22] - The average return of 11 active theme funds on the North Exchange was around 24%, outperforming the North Exchange 50 Index's 22% return [12][15] - Seven companies entered the top ten holdings of active theme funds for the first time, including Deyuan Pharmaceutical and Longhong Technology [19][22] Group 3 - The overall PE ratio of the North Exchange A-shares decreased to 45X, indicating a potential valuation adjustment [4][24] - The average daily trading volume for the North Exchange fell to 30.1 billion yuan, suggesting a cooling market sentiment [4][25] - The market is expected to continue its consolidation phase, with opportunities arising post the financial report disclosures [3][4] Group 4 - The report highlights a preference for companies with low valuations and significant growth potential, such as Minshida and Lintai New Materials [3][8] - Investment opportunities are suggested in sectors like high-end manufacturing, infrastructure, and specialty consumer goods [3][8][19] - The report emphasizes the alignment of the North Exchange's "specialized, refined, unique, and innovative" positioning with national policies on self-reliance and innovation-driven development [3][4]