（原标题：THACO向越南政府提议投资南北高铁项目） THACO还提议对该项目进行投资，总投资额约1562万亿越南盾，约合613.5亿美元，将使用自有资 本和其他方式的筹资。具体而言，总投资的20%（约合122.7亿美元），THACO将通过THACO及其成员 公司发行股份的方式进行。同时，成立项目实施公司，邀请国内其他企业入股，由THACO控股，但前 提是不得将项目、出资额或项目实施公司股份转让或划拨给国外。其余80%（约合490.8亿美元），将 由公司向国内外信贷机构借款，由政府担保并支付30年的所有利息，整个项目都有抵押品作担保。 《越南投资报》5月27日报道，长海集团（THACO）董事长陈伯阳向政府总理范明政递交报告称， 作为一家多产业公司，THACO在对南北高铁项目进行深入研究后，决定投资该项目。 THACO 建议项目实施分为两个阶段。第一期工程将在5年内建成并投入运营。在国家移交土地 后，先行建设从胡志明市到芽庄，从河内到河静路段，这也是客运和货运需求较大的2个区域，亟待投 入运营和开发。第二阶段，整个项目将在两年内完成，剩余路段从河静站到芽庄站。由于该路段地形陡 峭，地质复杂，需要时间研究并找到最 ...

Financial Data and Key Metrics Changes - Columbus McKinnon reported fiscal year 2025 net sales of $963 million, down 4% year over year on a constant currency basis, reflecting lower volume due to short cycle order softness [14] - In the fourth quarter, sales were $246.9 million, a decrease of 5% from the prior year on a constant currency basis, primarily due to a 9% decrease in short cycle sales [14] - Gross profit for the quarter was $79.8 million, down $14.5 million year over year, impacted by factory closure costs and lower sales volume [15] - Adjusted earnings per diluted share decreased by $0.15 versus the prior year, driven by lower volume and unfavorable mix [16] Business Line Data and Key Metrics Changes - Record orders increased by 4% year over year on a constant currency basis, driven by 8% growth in project-related orders and strength in precision conveyance [5] - Short cycle orders were flat on a constant currency basis in the quarter, with improved comparison trends from the third quarter [6] - Backlog increased by 15% year over year to $322.5 million, reflecting strength in project-related orders, particularly in precision conveyance [14] Market Data and Key Metrics Changes - Demand remains strong in vertical end markets such as battery production, life sciences, e-commerce, food and beverage, and aerospace [8] - The company is seeing potential early benefits from industries impacted by tariffs, particularly in steel and heavy equipment [9] - Order activity through mid-May remains encouraging, with orders up year over year and continued overperformance in precision conveyance [8] Company Strategy and Development Direction - The company is focused on operational execution, managing costs, and executing its strategic plan while navigating a challenging macroeconomic environment [12] - Columbus McKinnon is excited about the pending acquisition of Keto Crosby, which is expected to scale the business and enhance customer capabilities [11] - The company aims to achieve tariff cost neutrality by the second half of fiscal 2026 and margin neutrality over time, likely in fiscal 2027 [10] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about order performance and quotation activity despite macro uncertainty [9] - The company anticipates that the current project versus short cycle mix dynamics will continue to impact sales and margins in the first quarter [9] - Management remains focused on meeting customer needs and delivering long-term value to shareholders despite geopolitical and trade policy uncertainties [56] Other Important Information - The company paid down $60 million of debt in fiscal 2025, including $15 million in the fourth quarter, and continues to prioritize debt repayment [17] - Adjusted EBITDA for the fourth quarter was $36.1 million, with an adjusted EBITDA margin of 14.6% [17] - The company expects a $40 million EBITDA impact from unmitigated tariff exposure based on current knowledge [18] Q&A Session Summary Question: What is the tariff rate embedded for China and EU for the $0.20 to $0.30 headwind in the first half of the year? - The company is factoring in 14.5% on China tariffs and 10% on EU tariffs [25] Question: Can you discuss the near-term outlook and how short cycle sales have trended? - Short cycle sales improved in the latter portion of Q4, with flat year-over-year performance, and growth in order demand is expected [27] Question: Can you elaborate on the tariff situation and the expected net mitigation? - The company anticipates that demand remains uncertain, with potential positive impacts from surcharges and tariffs, but volume reductions may occur due to price increases [32] Question: Where is the strength in precision conveyance orders coming from? - Precision conveyance orders have seen robust demand, particularly from Montrotech and Dorner businesses, with strength in end markets like battery production and e-commerce [35] Question: How does the mix impact margins given the strong precision conveyance orders? - While precision conveyance orders were up, sales were down, leading to a negative impact on margins due to lower volume and mix [41]

2025年5月28日，中共中央政治局委员、外交部长王毅在厦门会见来华出席第三次中国—太平洋岛国外 长会的纽埃总理兼外长塔格拉吉。王毅指出，双方要密切基础设施、绿色发展、气候变化等领域合作。 中方欢迎更多纽埃青年来华参访培训，鼓励更多中国民众赴纽埃旅游。中方对小岛屿国家在气变问题上 的特殊关切感同身受，愿同纽方一道维护共同但有区别的责任原则，携手构建公平合理、合作共赢的全 球气候治理体系。（外交部网站） ...

【环球网科技综合报道】5月28日消息，欧洲汽车制造商协会（ACEA）27日发布的最新数据显示，美国电动汽车制造商特斯拉4月在欧洲市场 的新车注册量仅为5475辆，较去年同期大幅下降52.6%，创下近两年来单月销量最大跌幅。 值得注意的是，今年前四个月，特斯拉在欧洲的累计注册量同比下滑约46%，市场表现持续低迷。 分析人士指出，特斯拉在欧洲市场的颓势与多重因素相关。一方面，欧洲本土电动汽车品牌加速崛起，宝马、大众、Stellantis等传统车企通过 推出高性价比车型抢占市场份额；另一方面，特斯拉供应链瓶颈与交付延迟问题仍未完全缓解，柏林超级工厂产能爬坡速度低于市场预期。 分析人士将部分销量下滑归因于消费者对特斯拉首席执行官埃隆·马斯克（Elon Musk）个人言论及行为的不满。近期，马斯克在社交媒体上的 争议性表态，以及其推动的X平台（原Twitter）内容审核政策调整，被指引发欧洲消费者对特斯拉品牌价值观的质疑，进而影响购买决策。 此外，欧洲市场对电动汽车补贴政策的调整、充电基础设施布局不均衡等问题，也为特斯拉等外资品牌带来挑战。尽管特斯拉在欧洲通过降价 策略试图刺激需求，但效果尚未显现。 行业观察人士表示， ...

和讯投顾高璐明分析称，首先还是先看消息面，第一个消息，在昨天晚上由于欧美贸易这边传出了缓和 以及加快谈判等相关消息影响，直接引发了昨天的美股迎来强势反攻，所以这个消息出来之后是针对于 全球市场的利好消息，贸易缓和对于全球来说有助于平稳投资者的紧张情绪，推动相关市场带来反弹的 机会。第二个消息是针对于科技的利好，在昨天晚上工信部发改委以及数据局印发了电子信息制造数据 转型的实施方案，其中在这里面强调了要加强新型信息的基础设施建设，加快先进计算5Ga千兆光网、 工业互联网人工智能等相关方向的规模化应用。那么这个消息出来之后，是有助于呢推动相关方向带来 短期的反攻机会，这一方向呢确实也出现了一波调整，所以大家今天可以看一下相关方向。 昨天晚上三大指数集体缩量震荡，量能跌破万亿，而深夜国内外市场又传出新的重磅消息，美股大涨黄 金大跌，那么今天市场能否迎来止跌反弹？ 说完昨天晚上的消息面，接下来我们去聊市场，那今天市场到底会怎么走？首先在这里面说一下观点， 我认为今天市场反弹的概率更大一些，因为一方面我们可以看到啊昨天晚上美股受利好消息影响出现大 涨，涨幅呢平均在2%左右，欧洲这边也是以上涨为主，欧美股市虽然我们现在关 ...

Core Viewpoint - Jiangsu listed company Ninghu Expressway (600377.SH) plans to increase capital for its subsidiary to accelerate project construction [1][2] Group 1: Capital Increase and Project Details - Ninghu Expressway announced a capital increase of approximately 2.497 billion yuan for its subsidiary Jiangsu Xitai Expressway Co., Ltd. [1] - The company has been approved to invest in the Wuxi to Taicang Expressway, with a total project investment of about 24.198 billion yuan [2] - The capital increase will result in Ninghu Expressway holding 47.50% of Xitai Company after the investment [2][6] Group 2: Financial Performance and Strategy - Since its listing in 2001, Ninghu Expressway has accumulated profits of 62.553 billion yuan and cash dividends of 41.209 billion yuan, with a dividend payout ratio of 65.88% [4][10] - The company has maintained a net profit exceeding 2 billion yuan for 16 consecutive years, indicating strong financial performance [8][10] - Ninghu Expressway has a total asset value of approximately 89.886 billion yuan and a net asset value of about 38.597 billion yuan [8] Group 3: Market Position and Competitive Advantage - Ninghu Expressway is one of the largest listed companies in the domestic highway industry, with significant experience in investment, construction, operation, and management of transportation infrastructure [4][9] - The company operates in the dynamic Yangtze River Delta region, controlling or participating in approximately 1,000 kilometers of expressway projects [8][9] - The introduction of social capital is expected to accelerate the construction progress of the Xitai project, enhancing the company's position in the southern Jiangsu highway network [7][6]

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日,元/吨) | 7440 | -170 主力合约持仓量(日,手) | 227207 | 20995 | | | 前20名净持仓(日,手) | -17624 | 3319 广期所仓单(日,手) | 64626 | -287 | | | 7-8月合约价差 | -35 | 0 | | | | 现货市场 | 通氧553#硅平均价(日,元/吨) | 8500 | -100 421#硅平均价(日,元/吨) | 9250 | -150 | | | Si主力合约基差(日,元/吨) | 1060 | 70 DMC现货价(日,元/吨) | 11740 | 0 | | 上游情况 | 硅石平均价(日,元/吨) | 410 | 0 石油焦平均价(日,元/吨) | 1930 | 0 | | | 精煤平均价(日,元/吨) | 1850 | 0 木片平均价(日,元/吨) | 540 | 0 | | | 石墨电极(400mm)出场价(日,元/吨) | ...

京港澳高速长株段扩容工程调研现场。 5月26日，省委常委、市委书记吴桂英专题调研重大基础设施项目建设推进情况，强调要深入学习贯彻习近平 总书记关于交通强国的重要论述，全力以赴推进项目建设，持续发力扩大有效投资，为长沙高质量发展和现代化 建设提供坚实支撑。 5月26日，省委常委、市委书记吴桂英专题调研重大基础设施项目建设推进情况，现场了解长吉高速长沙至安 化段项目进展。 茶绕高速项目调研现场。 吴桂英先后来到长吉高速象鼻窝枢纽互通、茶绕高速项目中青路2号桥、京港澳高速青山铺枢纽互通等项目规 划现场，详细了解长吉高速长安段项目、茶绕高速项目、京港澳高速长株段扩容工程的进展情况，现场协调解决 困难和问题。她强调，属地和相关单位要提高站位、主动担当，加强协同、形成合力，切实解决用地、征拆、资 金等问题，按照时间节点全力以赴抓推进。 吴桂英指出，重大基础设施建设是牵引有效投资的"强引擎"，是经济平稳运行的"压舱石"。要加快推动重点 项目投资放量，强化要素保障，加强调查研究，疏通堵点难点，努力为项目建设营造良好的外部环境。要倒排任 务、挂图作战，在确保安全和质量的前提下加快推进，力争项目早建成、早投用、早惠民。要守牢安全 ...

Core Viewpoint - Jiaotong Tiefa (920027.BJ) has initiated its subscription with an issue price of 8.81 CNY per share and a maximum subscription limit of 906,700 shares, reflecting a price-to-earnings ratio of 12.94 times, and is listed on the Beijing Stock Exchange with Guotou Securities as its sponsor [1] Group 1: Company Overview - Jiaotong Tiefa is a high-tech enterprise specializing in the research, development, production, and sales of intelligent products and equipment for rail transit, as well as providing professional technical services [1] - The company focuses on the safety of rail transit infrastructure and has developed strong technical research, production capabilities, and service strength over the years [1] - Main products and services include intelligent products and equipment for rail transit, safety monitoring and detection products, railway information systems, new materials, intelligent equipment, surveying services, and operation and maintenance services [1] Group 2: Technology and Solutions - The company utilizes core technologies such as interference signal recognition, seismic phase recognition, earthquake three-element estimation, nonlinear ultrasound and acoustic emission monitoring, 3D laser radar and video monitoring, railway construction and operation information technology, and passive rapid rail grinding vehicles to address industry pain points [1] Group 3: Market Applications - Products and services are widely applied in high-speed railways, conventional railways (including heavy-haul railways), and urban rail transit, with notable projects including Beijing-Zhangjiakou High-speed Railway, Beijing-Shanghai High-speed Railway, and Guangzhou Metro [2] - Major clients include large state-owned groups related to railways, such as China National Railway Group, China Railway Construction Corporation, and China Railway Group [2] Group 4: Financial Performance - For the fiscal years 2022, 2023, and 2024, Jiaotong Tiefa achieved revenues of approximately 235 million CNY, 273 million CNY, and 335 million CNY respectively, with net profits of approximately 33.78 million CNY, 48.96 million CNY, and 56.10 million CNY respectively [2] - Total assets as of December 31 for 2022, 2023, and 2024 were approximately 395.64 million CNY, 445.75 million CNY, and 635.95 million CNY respectively, with total equity of approximately 160.39 million CNY, 216.37 million CNY, and 266.70 million CNY respectively [3] - The company's asset-liability ratio for the parent company was 57.09%, 51.57%, and 58.42% for the years 2022, 2023, and 2024 respectively, with gross profit margins of 45.76%, 46.57%, and 44.50% [3]

Group 1 - The core point of the news is the planned absorption merger between HaiGuang Information and ZhongKe Shuguang, marking the first absorption merger transaction following the new restructuring regulations [1][2] - Both companies have announced a suspension of their A-share stocks starting from May 26, with the suspension expected to last no more than 10 trading days [1] - The merger is expected to enhance resource concentration and strengthen synergy in key areas, particularly in the context of accelerating AI computing infrastructure development [3] Group 2 - In terms of financial performance, HaiGuang Information reported a revenue of 9.162 billion yuan in the previous year, a year-on-year increase of 52.4%, with a net profit of 1.931 billion yuan, up 52.87% [2] - ZhongKe Shuguang achieved a revenue of 13.148 billion yuan last year, a year-on-year decline of 8.4%, while its net profit was 1.911 billion yuan, an increase of 4.1% [2] - In the first quarter of this year, HaiGuang Information's revenue reached 2.4 billion yuan, a year-on-year growth of 50.76%, with a net profit of 506 million yuan, up 75.33% [2]