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白云山(00874)、广药创投基金、广州老字号基金分别向白云山生物进行增资
智通财经网· 2025-05-28 10:11
智通财经APP讯,白云山(00874)发布公告,于2025年5月28日,董事会批准本公司订立增资协议。根据 该协议,本公司、广药创投基金、广州老字号基金分别向白云山生物增资人民币1.5亿元、人民币1.3亿 元和人民币2000万元,白云山生物的其他股东将放弃就本次增资行使其优先认购权。本次增资完成后, 白云山生物的注册资本将由人民币8400万元增加至人民币1.21亿元。本公司于白云山生物的直接及间接 持股比例将维持不变,仍为50.00%。白云山生物仍为本公司的附属公司,其财务业绩继续纳入本公司 的合并报表。 生物制药产业是国家战略性新兴产业,是推动医药健康产业高质量发展的重要抓手。白云山生物为本公 司生物制药领域的重要附属公司,主要从事人用狂犬病疫苗(Vero细胞)的研发、生产和销售,是本公司 实施创新驱动发展战略和产业升级的重要载体,对于本公司具有重要的战略意义。目前,白云山生物正 在加紧推进人用狂犬病疫苗(Vero细胞)PM株产品生产批件申报等相关工作,亟需股东资金支持。本公司 本次联合广药创投基金、广州老字号基金对白云山生物增资,旨在解决白云山生物的资金问题,支持白 云山生物儘快获取新产品批文并投入生产, ...
建信基金:聚焦科技金融 跑出科创加速度
Cai Jing Wang· 2025-05-28 03:58
Core Insights - Technology finance is a crucial driver for social progress, economic growth, and national competitiveness, with significant implications for technological innovation and industrial upgrading [1] - Long-term capital plays a vital role in supporting technology enterprises, helping them overcome challenges related to lengthy R&D cycles and high risks [1] - The relationship between public funds and technology innovation enterprises is deepening, with public funds providing comprehensive financial services throughout the lifecycle of technology companies [1] Group 1: Policy and Strategic Focus - The 2025 policy aims to channel more financial resources into technology innovation, encouraging investments that are early-stage, small-scale, long-term, and focused on hard technology [2] - The company is optimizing resource allocation in technology finance, focusing on equity and bond investments to enhance financing channels for technology enterprises [2] - As of the end of 2024, the company has invested in 1,142 technology enterprises across various sectors, with a focus on new-generation information technology, new energy vehicles, and the biopharmaceutical industry [2] Group 2: Product Development and Performance - The company has established dedicated funds for key industries, with a notable focus on the new energy sector, and has launched several industry-specific funds [3] - By the end of 2024, technology investments accounted for approximately 70% of the company's equity assets, with several products performing well in their respective categories [3] - The company has successfully launched a technology-focused ETF that raised 2.982 billion yuan within 45 minutes of its debut, indicating strong market interest [4] Group 3: Research and Development Capabilities - The company is enhancing its investment research capabilities by cultivating talent and optimizing its organizational structure to better understand technology development cycles [5] - A comprehensive research system has been established to analyze technological trends and industry competition, enabling the identification of technology enterprises with long-term growth potential [5] - The company plans to continue improving its research capabilities and innovate its product offerings to capitalize on emerging technology investment opportunities [5]
四月规模以上工业企业利润增速加快
Zheng Quan Shi Bao· 2025-05-27 18:00
在41个工业大类行业中,有23个行业利润同比增长,占比近六成。与一季度相比,保持基本稳定。其 中,装备制造业和高技术制造业利润增长进一步提速,1—4月份,装备制造业和高技术制造业利润同比 分别增长11.2%和9.0%,较1—3月份加快4.8个百分点和5.5个百分点。 川财证券首席经济学家陈雳对证券时报记者表示,政策显效叠加产业升级带动1—4月工业企业利润同比 增速进一步回升。国产替代与产业升级趋势持续,高技术、高附加值的产业和产品成为经济增长新引 擎,特别是机器人、人工智能、半导体与芯片等重点战略领域实现较快发展,科研创新与成果市场化提 速带动企业盈利能力不断提升。 数据显示,多个与"人工智能+"行动、智能化产品助力数智化转型相关行业利润实现了同比翻倍及以上 的增长,如半导体器件专用设备制造业利润同比增长105.1%,智能车载设备制造、智能无人飞行器制 造行业利润分别增长177.4%、167.9%。 于卫宁强调,要继续推动科技创新和产业创新融合发展,优化调整产业结构,加快传统产业转型升级, 培育壮大新兴产业,促进工业企业效益持续恢复向好。 国家统计局5月27日发布的数据显示,1—4月份,全国规模以上工业企业实 ...
【新华解读】前4月全国规上工业企业利润缘何加快增长?
Xin Hua Cai Jing· 2025-05-27 12:05
"系列稳增长政策强力支持是重要原因。"国务院发展研究中心宏观经济研究部研究员张立群说。 记者注意到,针对外部形势变化,4月18日召开的国务院常务会议研究稳就业稳经济推动高质量发展的 若干举措。会议指出,锚定经济社会发展目标,加大逆周期调节力度,着力稳就业稳外贸,着力促消费 扩内需,着力优结构提质量,做强国内大循环,推动经济高质量发展。特别是在稳定外贸外资发展方 面,会议提出,要"一业一策、一企一策加大支持力度,支持外资企业境内再投资"。 4月份以来,各地区、各部门落实党中央、国务院决策部署,强化对外贸企业的支持,加大出口退税、 金融支持、贸易便利化等政策力度,为外贸发展创造了良好政策环境。 此外,今年以来,"两重"建设、"两新"政策效果不断显现,产业升级发展向好,新动能持续发展壮大, 也为工业企业效益恢复提供了有利条件。 从与企业利润密切相关的"量、价、利润率"三要素的表现来看,温彬注意到,1至4月份,在总量方面, 全国规上工业增加值同比增长6.4%,较1至3月回落0.1个百分点;在价格方面,全国PPI(工业生产者出 厂价格指数)同比下降2.4%,降幅较1至3月扩大0.1个百分点;规上工业企业营收利润率则较1 ...
工业企业利润持续改善!最新解读来了
券商中国· 2025-05-27 09:40
最新公布数据显示,4月份全国规模以上工业企业利润同比增长3.0%,工业企业利润同比累计增速今年以来 持续改善。 国家统计局表示,4月份工业生产实现较快增长,带动规模以上工业企业利润增长加快,特别是以装备制造 业、高技术制造业为代表的新动能行业利润增长较快。1—4月份规模以上工业企业利润稳定恢复,但也要看到 国际环境变数仍多,需求不足、价格下降等制约因素仍然存在,工业企业效益稳步恢复的基础还需继续巩固。 记者注意到,多家市场机构研报均指出,5月经济景气度环比有所回暖。 规模以上工业企业利润同比加快增长 国家统计局工业统计司统计师于卫宁表示,1—4月份,规模以上工业企业利润增长1.4%,较1—3月份加快0.6 个百分点,延续恢复向好态势。4月当月,规模以上工业企业利润同比增长3.0%,较3月份加快0.4个百分点。 从行业整体看,在41个工业大类行业中,有23个行业利润同比增长,增长面近六成。与一季度情况相比,保持 基本稳定。 其中,装备制造业和高技术制造业利润增长进一步提速。1—4月份,装备制造业利润同比增长11.2%,较1—3 月份加快4.8个百分点。 1—4月份,高技术制造业利润同比增长9.0%,较1—3月份 ...
从文旅融合到时尚产业升级,中原中牟+江南嘉兴 两大时尚项目联袂亮相
Shen Zhen Shang Bao· 2025-05-27 07:08
【深圳商报讯】(记者 周良成)在第二十一届文博会16号馆,两大重磅时尚项目——"嘉兴·艺+PARK 东方美学国际时尚中心"和"河南中牟新区·艺秀小镇"联袂亮相,以"东方美学 诗意生活"为主题,呈现了 一场文化与时尚的盛宴。从"中原的箜篌"到"江南文化之源",从文旅融合到时尚产业升级,在文博会上 上演东方美学的"双城记"。 艺尚未来产业发展公司总裁张江明告诉记者,该公司作为本次文博会两大标杆项目——嘉兴·艺+PARK 东方美学国际时尚中心与中牟·艺秀小镇的运营方,致力于打造集设计、研发、生产、展示、销售、文 旅于一体的完整产业生态体系,这不仅是在构建产业平台,更是在倡导一种将东方美学融入日常,实现 文化传承与现代生活和谐统一的诗意生活方式。 中牟以文化文物的活化出圈,推动以文塑旅、以旅彰文,集聚了八大主题乐园,塑造了"中国中牟·幻乐 之城"城市IP。在文博会上,古典乐器箜篌的演奏尤为引人注目。这一源自中牟的古老乐器,如今完美 融合古典神韵与现代审美,成为文化传承的生动载体。 艺尚未来产业发展公司总裁张江明在文博会上接受深圳商报记者专访时表示,中牟艺秀小镇将布局创 意、产业、教育、科技、秀演、消费六大时尚场景,搭 ...
氟硅行业以两大支点撬动高质量发展   
Zhong Guo Hua Gong Bao· 2025-05-27 02:00
Core Insights - The 2024 financial performance of most domestic organic silicon and fluorochemical companies is expected to decline, with many projects showing "increment without efficiency" [1] - Experts emphasize the need for technological empowerment and collaborative efforts across the supply chain to facilitate the high-end, refined, and green transformation of the fluorosilicon industry [1] Industry Overview - The fluorosilicon industry is facing dual pressures from market conditions and operational challenges in 2024, but macro policies aimed at sustaining economic growth are expected to positively impact the industry's development [1] - The organic silicon sector is projected to have a production capacity of 729,000 tons and an output of 277,000 tons in 2024, with consumption growing at a rate of 8% [2] - The fluorochemical industry is expected to focus on five new development directions, including materials for new energy and semiconductors, domestic substitution, customized services, sustainable development, and high-end product upgrades [2] Environmental Initiatives - The industry has initiated a "Responsible Production Initiative" to accelerate the elimination of PFAS, enhance environmental emission controls, and promote green alternatives [3] - The Ministry of Ecology and Environment is working towards establishing a localized list of harmful PFAS substances by 2027, following the complete elimination of 29 types of POPs [2][3] Reports and Data - The "China Fluorochemical Industry Annual Report (2025 Edition)" was released, providing valuable insights and data on industry development over the past year, along with warnings regarding the capacity development of major fluorochemical products [3]
三度蝉联“天工鼎”并首夺金鼎
Mei Ri Shang Bao· 2025-05-27 00:03
5月23日,在全省科技创新和产业创新深度融合推进制造业高质量发展大会上,2024年度"浙江制造天工 鼎"名单正式发布。杭州钱塘(新)区荣获2024年度"浙江制造天工鼎"金鼎。这是钱塘连续第三年摘 取"天工鼎",并首次夺得金鼎。 从"夺鼎"到"金鼎",充分彰显了钱塘制造业高质量发展的综合实力与可持续性。今年一季度,钱塘规上 工业增加值达171.51亿元,其中数字经济核心制造业增加值达34.01亿元,增速20.5%,位居全市第一; 首批"千项万亿"项目入选数居杭州第一、跨境电商出口额激增134%……钱塘交出了一份亮眼的成绩 单。 作为杭州"工业规模第一区",钱塘正以"硬核"实力书写"杭州工业未来看钱塘"的新篇章,也为浙江建设 全球先进制造业基地贡献标杆力量。 工业规模领跑全省 同时,集成电路、大飞机产业入选国家级创新型产业集群,生物医药、新能源汽车入围省级特色产业集 群核心区。此外,钱塘还前瞻布局合成生物、元宇宙等未来产业,成为全省拥有省级未来产业先导区最 多的区县之一。 今年4月,全省首个核酸药物产业集聚区"杭州核酸药谷"落地钱塘,推动生物医药产业向"第三赛道"跨 越。依托中国科学院杭州医学研究所等高能级科创平 ...
新益昌营收三连降收缩传统LED产能 首季再降13.8%仅完成考核目标触发值21.7%
Chang Jiang Shang Bao· 2025-05-26 23:35
Core Viewpoint - New Yi Chang (688383.SH) has launched a stock incentive plan amid continuous declines in performance, with the aim to motivate employees and improve financial results [1][2]. Group 1: Stock Incentive Plan - The stock incentive plan for 2025 proposes a grant of 1.064 million restricted shares at a price of 28.03 yuan per share, which is 50% of the average trading price prior to the announcement [1][4]. - The first vesting period's revenue target for 2025 is set to grow by 15% compared to 2024, with a trigger value of 12% growth [1][6]. - The plan includes 184 individuals, focusing on key personnel such as directors and core technical staff [4][5]. Group 2: Financial Performance - New Yi Chang has experienced a decline in both revenue and net profit for three consecutive years from 2022 to 2024, with 2024 revenue at 9.34 billion yuan, down 10.22% year-on-year [2][10]. - In Q1 2025, the company reported revenue of 227 million yuan, a decrease of 13.78% year-on-year, and a net profit of 11.7 million yuan, down 59.58% [2][7]. - The Q1 2025 revenue only achieved 21.14% of the target value set in the incentive plan [3][8]. Group 3: Strategic Adjustments - The company is implementing an industrial upgrade strategy, reducing traditional LED production capacity while focusing on new display and semiconductor technologies [2][10]. - Despite the challenges, New Yi Chang continues to increase R&D investment, with expenses rising from 89.64 million yuan in 2022 to 97.62 million yuan in 2024 [11]. Group 4: Financial Health Concerns - As of the end of 2024, accounts receivable amounted to 546 million yuan, representing 19.30% of total assets, raising concerns about liquidity [13]. - The inventory value stood at 760 million yuan, accounting for 39.54% of current assets, indicating a high level of stock due to the nature of the production cycle [13].
常州市金坛区勾勒产业升级的“双向奔赴”
Xin Hua Ri Bao· 2025-05-26 21:55
Group 1 - The core viewpoint emphasizes that the service industry has become a key engine for high-quality regional economic development and stable GDP growth amid a deep adjustment in the global economic landscape and accelerated industrial upgrading [1] - In the first quarter, the revenue of the service industry in Jintan District reached 1.651 billion yuan, a year-on-year increase of 20.2%, while the revenue included in the accounting for the service industry was 1.578 billion yuan, growing by 23.2%, ranking first in Changzhou City [1] - Jintan District has implemented a series of effective measures to promote the development of modern service industries, aiming to integrate advanced manufacturing with modern services and establish a high-end, digital, and integrated modern service system by 2025 [1] Group 2 - To create a collaborative development model of "leading enterprises + service industry ecosystem," Jintan District has organized a salon focused on empowering leading enterprises and servicing the new energy industry chain [2] - Jintan District has developed competitive industrial clusters in power batteries, solar photovoltaics, and intelligent equipment, addressing the "service capability bottleneck" faced during the leap of the new energy industry [2] - The district aims to deepen the integration of industries and services, enhance the industrial ecosystem, and significantly develop productive services to provide stronger and more sustainable support for economic growth [2]