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蓝科高新: 甘肃蓝科石化高新装备股份有限公司第六届董事会第九次会议决议的公告
Zheng Quan Zhi Xing· 2025-06-25 16:24
本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏,并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、董事会会议召开情况 证券代码:601798 证券简称:蓝科高新 编号:2025-023 甘肃蓝科石化高新装备股份有限公司 第六届董事会第九次会议决议的公告 本议案已经独立董事专门会议审议通过,一致同意提交董事会审议。 (二)审议通过《关于受托管理关联方资产暨关联交易的议案》。 表决结果:同意 3 票;反对 0 票;弃权 0 票。 详见同日刊载于上海证券交易所网站(www.sse.com.cn)的《关于受 托管理关联方资产暨关联交易的公告》(公告编号:2025-025)。 甘肃蓝科石化高新装备股份有限公司(以下简称"公司")第六届董事 会第九次会议于 2025 年 6 月 25 日以通讯方式召开。2025 年 6 月 19 日公 司已向全体董事发出电子邮件会议通知,并提交了会议材料。会议应出席 董事 9 人,实际出席董事 9 人。公司部分高级管理人员列席会议。本次会 议的召集、召开及表决程序符合《公司法》、《证券法》和《公司章程》 等有关规定,会议合法有效。 二、董事会会 ...
总结与展望 | 土地:上半年土拍缩量升温,助力库存下降、结构优化(2025H1)
克而瑞地产研究· 2025-06-25 10:53
Core Viewpoint - The land market in China is experiencing a trend of reduced transaction volume but improved quality, with a year-on-year decrease of 8% in land transaction scale in the first half of 2025, reaching a new low. However, average floor prices across various city tiers have increased, and premium rates have significantly rebounded, indicating a recovery in enterprise investment and positive signals for industry stabilization [1][3][22]. Summary by Sections Land Market Trends - In the first half of 2025, the total land transaction area across 300 cities was 250 million square meters, marking an 8% decline compared to the same period in 2024, the lowest since 2010. The transaction scale has consistently decreased month-on-month, with a notable acceleration in the decline since the second quarter [3][22]. - The average premium rate for land transactions reached 9.2% in the first half of 2025, an increase of 4.8 percentage points from the previous year, reflecting a recovery in market activity supported by government policies [8][22]. City-Level Performance - There is a clear divergence in land transaction performance among different city tiers. First and second-tier cities have seen a rebound in transaction area and value, with transaction amounts increasing by 52% and 37% year-on-year, respectively. In contrast, third and fourth-tier cities continue to experience declines in both volume and price [4][5][22]. - The top three cities—Shanghai, Beijing, and Hangzhou—accounted for 35% of the national land transaction value, with total transactions reaching 345.1 billion yuan, an increase of 10 percentage points from the previous year [14][16]. Investment Trends - The investment from leading real estate companies has shown a significant recovery, with the top 100 companies' new land reserves totaling 939.3 billion yuan in the first five months of 2025, reflecting a year-on-year increase of 21.1% in value [19][20]. - Central state-owned enterprises continue to dominate the land market, focusing on acquiring high-quality land in core urban areas, while many private enterprises remain cautious in their land acquisition strategies [20][27]. Future Outlook - In the second half of 2025, local governments are expected to further implement "control quantity and improve quality" policies, which, along with the easing of local debt indicators by the central government, will support a continued reduction in land supply [23][25]. - The overall market is anticipated to remain in a state of adjustment, with a focus on inventory reduction and debt optimization, as most real estate companies prioritize cash flow and sales recovery over aggressive land acquisition [27].
民航局发布《航空物流领域降本提质增效典型案例》
Zhong Guo Min Hang Wang· 2025-06-25 10:16
《中国民航报》、中国民航网 记者肖敏 报道:为深入贯彻落实党中央、国务院关于"降低全社会物流成 本"的决策部署,落实《关于贯彻落实党的二十届三中全会精神 进一步深化民航改革的实施意见》 中"促进航空物流降本提质增效"相关要求,日前,民航局发布《航空物流领域降本提质增效典型案例》 (以下简称《典型案例》)。《典型案例》包括智慧发展类、功能拓展类、空空中转类、改革创新类四 大板块,共22个优秀案例,为民航各单位开展物流降本提质增效工作提供参考。 《典型案例》编制以《有效降低全社会物流成本行动方案》《交通物流降本提质增效行动民航领域实施 方案》《关于贯彻落实党的二十届三中全会精神 进一步深化民航改革的实施意见》《"十四五"航空物 流发展专项规划》《航空物流降本提质增效2025年工作要点》等文件为指导,紧扣航空物流降本提质增 效内在要求,强化智慧创新、模式创新、机制创新,推动结构性、技术性、服务型、制度性降本提质增 效,服务民航高质量发展。 民航局运输司相关负责人介绍,《典型案例》是在前期航空物流综合保障能力提升试点经验基础上,集 聚行业内外资源,组织多家单位,经过单位申报、交流探讨、文稿编纂等环节编写而成的,主要遵 ...
长视频平台变革:如何界定“质”与“量”
Zhong Guo Jing Ying Bao· 2025-06-25 09:30
中经记者张靖超上海报道 头部平台的"精品剧"标准 无论长剧还是微短剧,精品化是近两年常常被长视频平台提及的。这也关乎提质减量中的质。 然而,究竟何谓"精品"?内容类产品的评判总是带有许多个人的主观价值。对于创作者,这一概念是对 艺术价值的追求;对于长视频平台,则是对商业转化的考量。 "第一,如果没有好的艺术性,观众肯定不喜欢;如果没有好的社会效益,很难传播得非常广,它的深 远度有影响;如果商业价值不高,平台很难维系。最后新的方向,需要在三者之间找到平衡,同时,希 望其中一点或者两点特别突出。"对于精品内容,在上海电视节上,爱奇艺高级副总裁陈潇这样说 道,"第二,我们更看重长期和系列化的价值,作品有能力穿越时间和周期证明它的价值。第三,对于 其他的商业领域、社会领域,作品能有共振,这个共振效益应该被凸显出来,因为它是一个总体价 值。" 腾讯视频内容则对爆款内容有着明晰的界定标准。据其影视内容制作部副总经理李尔云介绍:"第一, 我们不会直接数据论,播多少播放量,拉多少会员,不是这样的,有些剧的用户规模很大,但大家都没 有看完就弃剧了。所以爆款要对应完播率。第二,从去年开始,腾讯视频又增加了一些维度评估,除了 数据 ...
牧原诠释港股上市规划:进入国际市场比融资更重要
Hua Er Jie Jian Wen· 2025-06-25 03:23
Core Viewpoint - Muyuan Foods (002714.SZ) is steadily advancing its "A+H" listing plan, with the H-share IPO seen as a crucial step in its internationalization strategy and future overseas business development [2][3]. Group 1: Internationalization Strategy - Muyuan Foods has submitted its H-share listing application to the China Securities Regulatory Commission (CSRC) three weeks after filing its prospectus [2]. - The company aims to leverage its technology and management expertise in Southeast Asia, starting with a subsidiary in Vietnam and a strategic partnership with local pig farming company BAF in 2024 [3]. - The Southeast Asian market presents significant opportunities for investment in equipment and research, particularly in disease prevention and control [4]. Group 2: Cost Management and Efficiency - The company targets an average breeding cost of 12 RMB/kg by 2025, with current costs having decreased to approximately 12.2 RMB/kg as of May [8]. - Muyuan Foods acknowledges a gap in health management investments compared to international standards, with its current PSY (Pigs Weaned per Sow per Year) at around 28, while the international average is 34 [9]. - The company plans to enhance cost efficiency through health management, breeding, nutrition, and smart applications, aiming for a "10 RMB era" in the near future [9]. Group 3: Financial Structure Optimization - As of the end of Q1 2025, Muyuan Foods' capital debt ratio stood at 59.2%, showing a slight increase from the end of the previous year [11]. - The company maintains its goal of reducing total debt by 10 billion RMB, addressing the high proportion of short-term debt due to the nature of its assets [12]. - Future capital expenditures are expected to decline, with a long-term target debt ratio of over 40% [12].
国网平利县供电公司:全力推进提质增效
Zhong Guo Neng Yuan Wang· 2025-06-25 02:00
今年以来,国网平利县供电公司紧扣高质量发展主题,将"发展质量再提升、经营效益再提升、运营效率再 提升、管理效能再提升"确立为核心目标。公司组织各部门、班组制定具体提质增效举措,细化分解融合 期攻坚重点任务,编制关键指标,提炼特色实践方法。通过强化专业协同、激发宣传引导活力、推动管理 与质量升级,着力打好提质增效"组合拳"。 党建领航,提质增效 行政、生产、营销农电党支部立足职责分工,划定党员线损管控责任区,实行台区网格化管理,确保线损管 理全覆盖、关键指标党员抓、治理过程精益化。持续优化"一线一策""一台一策"方案,合力攻克线损治 理难点痛点。3月公司入选国家电网同期线损管理百强县,8个供电所同步入围百强所。公司将持续强化 责任担当,加大攻坚力度,创新升级提质增效路径:盘活存量资产,苦练降本内功,精打细算过日子,真抓实干 创效益,推动各项工作全面质效登高。 精准治线,保障供电 为有效减少线路故障、提升供电质量,公司坚持问题导向,多措并举开展治理工作,一是强化运维管理。 明 确属地供电所线路巡视消缺职责,完善流程,按月检查考核。建立基于历史故障与线路状况的差异化档案, 突出巡视重点,提升效率,实现缺陷隐患早发现 ...
焦点访谈|严守红线 优化布局!各地探索“三位一体”耕地保护新路径
Yang Shi Wang· 2025-06-24 13:36
央视网消息(焦点访谈):6月25日是全国土地日。耕地是我国最为宝贵的资源。我国人多地少的基本国情,决定了我们必须把关系十几亿人吃饭大事 的耕地保护好,绝不能有闪失。习近平总书记多次作出重要指示批示,强调保障国家粮食安全的根本在耕地,耕地是粮食生产的命根子,要将耕地保护作为 系统工程,坚持数量、质量、生态"三位一体"保护。2025年中央一号文件也明确要求强化耕地保护和质量提升,那应该如何切实做到保数量、提质量呢? 湖北咸宁市咸安区位于平原与江南丘陵的过渡地带,这里有平原,也有山地丘陵。无论山上还是山下,都分布着林地与耕地。在山上,很多耕地已经撂 荒。在山上,竹林和次生林之间分布着碎片化的耕地。多年来,山上耕地流失速度很快。 湖北咸宁市汀泗桥镇星星村党支部书记、村委会主任余杰:"星星村原来耕地面积总共3600多亩,到现在为止,慢慢降低到1200多亩左右,好多地都是 梯田,没办法进行机械化操作,并且不成片,没法进行流转或者大户经营。" 在咸安区的一些地方,由于农村劳动力的流失,加上碎片化耕地投入产出比较低,不划算,所以撂荒很严重。山上是这样,山下地势平缓地区情况也不 乐观。 湖北咸宁市双溪桥镇毛祠村党总支书记、村委 ...
长沙市2025年供地计划发布:严控供应总量 “托底拿地”列为红线
Zheng Quan Shi Bao Wang· 2025-06-24 04:16
除了土地供应规模和土地供应结构对比去年出现变化,今年还新增"严守法规政策红线"小节,明确提出 了四条红线。包括:严格污染地块建设用地准入,严禁违规将未开展土地污染状况调查的地块及污染地 块供应为"一住两公"用地;严禁平台公司"托底拿地"虚增地方政府财政收入;严禁违规向个人出让住宅 用地;严禁违规开发建设别墅、"私家庄园"等。 克而瑞方面解读认为,长沙2025年供地计划呈现三大变化:一是总量控制趋紧,凸显"以人定房"导向; 二是供应节奏优化,分四次均衡推出住宅用地,避免优质地块集中入市,稳定市场预期;三是监管红线 收紧,严禁污染地块用于住宅开发、平台公司托底拿地等,强化土地市场规范性。 "从住宅市场看,土地供应的优化,或促使房企推出更多契合市场需求的产品。有望推动住宅产品向高 品质、低密度方向迭代升级,满足改善性住房需求,促进房地产市场的健康、良性发展。"克而瑞方面 表示。 与全国主要一二线城市情况相接近,当下长沙住宅用地市场也呈现核心区热度攀升、远郊冷热不均的分 化格局。 近日,长沙市自然资源和规划局印发《关于长沙市本级(六区)2025年度国有建设用地供应计划的公 告》,在严控供应总量的基础上,强调优化空间布 ...
上半年江苏重点审计21家省级部门单位
Xin Hua Ri Bao· 2025-06-21 23:22
近日,在某省级部门预算执行审计现场,审计人员通过财务和业务数据穿透比对发现,该部门违规 将培训费用转移到下属单位列支。"这种'乾坤大挪移'的手法看似隐蔽,但在大数据分析研判下将无所 遁形。"审计现场负责人说。 今年上半年,省审计厅扎实部署、高效推进2024年省级部门预算执行和决算草案审计工作,重点审 计21家省级部门单位,并对重点二、三级预算单位进行延伸,融合开展相关政策和资金绩效审计。 中共中央、国务院近日印发修订后的《党政机关厉行节约反对浪费条例》。"新修订的《条例》细 化'监督追责'专章,明确审计机关应当加强对党政机关预算执行、决算和其他财政收支情况,以及有关 经济活动的审计监督,如同给审计利剑加装了精准导航。"省审计厅行政事业审计处审计人员说。 据介绍,审计聚焦审查预算管理情况,旨在督促党政机关严格控制一般性支出,强化预算刚性约 束,推动预算管理提质增效。聚焦"三公"经费管控情况,严查超范围、超标准支出及转嫁、隐匿"三 公"经费等问题。聚焦会议培训及评比表彰等活动开展情况,着力揭示铺张浪费等违规问题。聚焦资产 资源配置情况,对配置超标、闲置浪费、国有资产损失等问题提出具体可行的整改建议,推动资产资源 ...
多项重磅金融开放举措集中发布 涉多个关键领域
Zhong Guo Jing Ying Bao· 2025-06-21 19:16
Group 1 - China's financial reform is transitioning from "access opening" to "rule alignment," with significant measures announced at the "2025 Lujiazui Forum" aimed at attracting foreign financial institutions and optimizing cross-border payment systems [1][2] - The recent policies emphasize invigorating the financial market domestically while supporting enterprises' internationalization and the internationalization of the Renminbi [2][3] - The China Securities Regulatory Commission (CSRC) has introduced further reforms to the Sci-Tech Innovation Board, including the establishment of a growth tier and the resumption of listing standards for unprofitable companies [2][3] Group 2 - The measures aim to enhance the interconnectivity of financial markets, providing more convenient cross-border investment channels and promoting two-way capital flow [3][5] - Foreign financial institutions have shown increasing interest in the Chinese market, with the CSRC allowing compliant foreign investors to participate in onshore ETF options trading starting from October 9, 2025 [3][5] - The financial opening is expected to drive economic growth, with opportunities arising in cross-border trade finance, asset management, and insurance sectors [3][6] Group 3 - The total assets of foreign banks and insurance institutions in China exceed 7 trillion yuan, with a significant presence of global top banks and insurance companies [5][6] - The banking sector is expected to enhance risk management capabilities and expand business boundaries through recent policy initiatives [6][7] - The asset management industry is evolving towards diversification and professionalization, with foreign institutions encouraged to accelerate their presence in investment and asset allocation [6][7]