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多家上市公司中标电网采购项目 电力市场增长潜力尽显
Zheng Quan Ri Bao· 2025-07-11 16:41
Core Viewpoint - The power industry is experiencing significant growth opportunities, as evidenced by multiple companies winning bids for power grid procurement projects, indicating a robust and vibrant sector [1][5]. Group 1: Company Performance - Several companies, including Hanlan Co., Ltd. and Fengfan Electric Equipment Co., Ltd., have reported successful bids for power grid projects, with bid amounts ranging from millions to billions [1][2]. - Hanlan Co., Ltd. won bids totaling approximately 907 million yuan, accounting for 9.79% of its projected 2024 revenue [2]. - Fengfan Electric Equipment Co., Ltd. secured bids worth about 337 million yuan, representing 10.45% of its expected 2024 revenue [2]. - Henan Tongda Cable Co., Ltd. reported winning bids totaling 180 million yuan, which is 2.91% of its anticipated 2024 revenue [2]. - Jinguang Electric Co., Ltd. announced bids amounting to approximately 42.81 million yuan, making up 5.76% of its projected 2024 revenue [3]. Group 2: Industry Trends - The power industry is witnessing a transformation driven by the "dual carbon" goals, leading to increased demand for infrastructure upgrades and new energy integration [4][5]. - The China Electricity Council's report indicates that by the end of 2024, the length of transmission lines at 35 kV and above will reach 2.477 million kilometers, a year-on-year increase of 1.7% [4]. - The capacity of substations at 35 kV and above is projected to reach 82.1 billion kVA, reflecting a 6.7% year-on-year growth [4]. - The industry is evolving towards high resilience and adaptability, with companies that have stronger R&D capabilities poised to capture more market opportunities [4]. Group 3: Market Dynamics - The recent surge in bidding activity highlights the maturity and resilience of the power industry supply chain, with companies leveraging their technological strengths and product specialties [3][5]. - The economic recovery is driving an increase in electricity demand, further accelerating the need for grid enhancements and smart grid solutions [4].
从“广度”到“深度” 银行线上渠道持续整合
Zhong Guo Jing Ying Bao· 2025-07-11 16:22
Core Viewpoint - Recent adjustments in banking services indicate a shift from WeChat public accounts to mobile banking apps for financial transactions, reflecting a trend towards enhancing mobile banking capabilities and user experience [1][2][3]. Group 1: WeChat Channel Adjustments - Several banks have announced changes to their WeChat public account functionalities, with some accounts set to be discontinued and services migrated to "micro banking" accounts [2][3]. - The effectiveness of WeChat public accounts in customer acquisition and retention has been limited, prompting banks to reduce investments in this channel [2][3]. - Changes in WeChat's display rules have affected the visibility of bank communications, leading to a preference for direct customer engagement through mobile banking apps [2][3]. Group 2: Mobile Banking App Development - Mobile banking apps are increasingly seen as the core platform for banks, integrating diverse functionalities such as bill payments, investment purchases, and personalized services [5][6]. - Banks are actively working to "wake up" inactive mobile banking users by encouraging them to engage with the app through various transactions [4][6]. - The user base for mobile banking has significantly increased, with active user penetration rising from 12.48% to 55.69% over the past decade, indicating a shift towards mobile banking as a standard financial service [5][6]. Group 3: Future Directions in Banking Channels - The future of banking channels is expected to focus on a combination of public and private marketing strategies, leveraging high-traffic platforms like WeChat and Douyin for customer acquisition while enhancing mobile banking apps for service delivery [5][6]. - Banks are transitioning from single transaction points to comprehensive service platforms, emphasizing the integration of online and offline services, AI capabilities, and personalized customer experiences [6][7]. - The evolution of mobile banking is characterized by a shift from basic functionality to a focus on user experience, with banks aiming to create a seamless and intelligent service ecosystem [6][7].
城地香江: 上海城地香江数据科技股份有限公司关于前期已披露重要项目进展的公告
Zheng Quan Zhi Xing· 2025-07-11 16:13
Core Viewpoint - The announcement details the progress of the "China Mobile (Ningxia Zhongwei) Data Center B Zone B01 and B02 Room EPC General Contracting" project, highlighting the signing of an internal agreement among the consortium members, which includes Shanghai Chengdi Xiangjiang Data Technology Co., Ltd.'s wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd. [2][3] Project Overview - The project is led by China State Construction Engineering Corporation (CSCEC) with a planned start date of April 30, 2025, and an expected completion date of July 30, 2025, totaling 92 calendar days for the construction period [2][3]. - The internal agreement specifies the roles and responsibilities of the consortium members, including CSCEC, Xiangjiang System, and Huaxin Consulting Design Research Institute [2][3]. Financial Details - The total project cost is approximately RMB 1.631 billion, which includes design fees of RMB 6.48 million, construction and installation fees of RMB 338.76 million, electromechanical construction fees of RMB 385.99 million, and equipment procurement fees of RMB 906.34 million [4]. Responsibilities and Work Breakdown - CSCEC is responsible for overall project management, including investment, quality, progress, and safety control, as well as coordinating with relevant parties [5][6]. - Xiangjiang System is tasked with the electromechanical aspects, including procurement, installation, and testing, ensuring compliance with data center construction standards [7][8]. - Huaxin Consulting is responsible for the design work, including planning and construction design for the data center buildings [9][10]. Impact on Company - The signing of the internal agreement is expected to have a positive impact on the company's future revenue, although the exact financial implications will be determined by actual audit results [11][12].
何镜堂:用建筑记录时代,探索具有中国特色的建筑话语体系
Nan Fang Du Shi Bao· 2025-07-11 16:08
主持设计多项标志性建筑 获奖无数却淡泊名利 7月11日下午,广东省精神文明建设工作会议召开。南都记者获悉,第九届全国道德模范、华南理工大 学建筑学院名誉院长、中国工程院院士何镜堂作为代表在会上发言。 何镜堂在会上表示,"作为一名建筑师、一名教师,我深知这份荣誉不仅属于我个人,更属于与我并肩 奋斗的团队,属于培养我的祖国和时代,以及无数在千千万万平凡岗位上默默奉献的奋斗者。" 华南理工大学建筑学院名誉院长、中国工程院院士何镜堂。 何镜堂认为,建筑不仅是空间的营造,更是文化的载体,是时代的印记。通过建筑,不仅能够展现中华 文明的博大精深,还能传递出新时代中国的自信与开放。"从深圳科学馆到上海世博会中国馆,从侵华 日军南京大屠杀遇难同胞纪念馆扩建工程到中国国家版本馆广州分馆,我和团队始终紧扣时代脉搏,以 一个个建筑精品记录着行进中的中国不断走向复兴的坚定自信。" 何镜堂在会上发言,青年是未来的脊梁,作为教师,唯有将经验化为阶梯,方能托举他们攀登更高峰。 2011年,何镜堂捐款并推动成立"何镜堂教育基金",激励更多年轻人投身学术与创新。"令我欣慰的 是,我已培养近200位硕博士生,学生中先后涌现出5位国家、省级设计大 ...
河南省举行信用诚信建设座谈会,赋能民营经济高质量发展
Sou Hu Cai Jing· 2025-07-11 15:11
Core Viewpoint - The meeting held in Zhengzhou aims to enhance the credit integrity construction for private enterprises in Henan Province, aligning with the provincial government's initiatives for high-quality development of the private economy [4][5]. Group 1: Meeting Objectives and Participants - The meeting was organized by the Henan Provincial Federation of Industry and Commerce to implement the "Henan Province Promotion of High-Quality Development of Private Economy Credit Integrity Construction Action Plan" [4]. - Over 70 participants attended, including officials from provincial departments, city representatives, and private enterprise representatives [4]. Group 2: Key Discussions and Initiatives - Officials from various provincial departments discussed the construction of a credit system for private enterprises, mechanisms for credit repair, legal service enhancements, credit regulation optimization, and financing support for private enterprises [4]. - The meeting emphasized the need for collaboration among government, enterprises, and chambers of commerce to improve credit integrity construction [5]. Group 3: Future Directions and Responsibilities - The meeting highlighted the importance of defining responsibilities, refining tasks, and enhancing collaboration to achieve new results in credit integrity construction [5]. - The focus will be on solidifying the foundation for private enterprises and creating a supportive environment for their high-quality development [5].
28条举措将落地!证券业高质量发展方向明确,业界热议“重点”
Xin Lang Cai Jing· 2025-07-11 14:04
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 智通财经记者 | 陈靖 孙艺真 二是强调服务实体经济。引导证券行业加大对中小企业、绿色发展等领域的支持力度,助力实体经济转型升级。这体现 了证券行业作为金融服务的重要组成部分,应积极承担社会责任,推动经济的高质量发展; 智通财经记者从业内获悉,7月11日,中国证券业协会向全行业券商印发《关于加强自律管理 推动证券业高质量发展的 实施意见》(下称《实施意见》)。 《实施意见》提出指导思想、总体目标,并在加强保荐承销业务自律管理、引导督促服务功能发挥、加强合规风控体系 建设和加强舆论引导和预期管理等7个方面提出28条措施,通过加强顶层设计和统筹考虑,进一步提升自律管理与服务 的工作质效,推动证券业高质量发展。 上海国家会计学院金融系主任叶小杰教授向智通财经表示,中证协发布的 "证券业高质量发展28条"(即《实施意 见》) 为证券行业未来发展指明了方向,具有诸多亮点: 一是聚焦创新业务发展。鼓励证券公司在风险可控的前提下,积极开展金融科技创新业务,拓展业务边界。这有助于证 券公司提升服务效率和质量,更好地满足客户多元化的金融需求,增强市场竞争 ...
越来越同质化的城市,该去村里找灵感
Hu Xiu· 2025-07-11 13:30
如果要充分讨论城市,我们很难完全绕过乡村。本文来自微信公众号:新周刊 (ID:new-weekly),作者:段志飞,编辑:陆一鸣,题图来自:AI生成 6月初,Award360°年度设计奖展览在北京Ramp坡创意空间举办,展出了2024年度100件最佳设计作品。其中有一本名叫《大南坡:共振村声》的书籍,获 得了"年度书籍"设计奖。作为这本书的内容主编,左靖串联起了这场书籍与展览、乡村与城市、人与空间的因和果。 左靖是一名策展人,也是安徽大学的教师,不仅在各地进行乡村调研、策划乡土文化展览、出版地方文化书籍、开设实体空间,还主编了《碧山》系列图 书。2007年,左靖开始把"乡村建设"作为自己的志业。此后近20年时间,他几乎都在做着同一件事,那就是扎根乡村,把"总体性的乡村社会设计"作为努 力的方向。 《大南坡:共振村声》书籍封面。(图/受访者提供) 策展人左靖在大南坡村调研。(图/受访者提供) 从2011年的"碧山丰年庆",到2017年的"碧山工销社",再到2020年河南省焦作市修武县大南坡村的"美学综合体",左靖在他的实践版图上,开辟了一个又 一个公共文化空间,并陪伴至今。然而,在总结和反思自己这些年工作中的经 ...
鹤岗,也要建机场了
虎嗅APP· 2025-07-11 13:09
以下文章来源于国民经略 ,作者凯风 日前,官方批复新建鹤岗萝北机场的初步设计,标志着鹤岗机场将进入全面建设阶段。 这座因"房子回到白菜价"、"2万就能买一套房"而出圈的收缩型城市,先于部分万亿城市,圆上机场 梦。 届时,黑龙江将坐拥15座民用机场,与新疆、内蒙古、四川、云南共同位居前列。 收缩型城市,为何要建机场?哪些地方,还在拼命建机场? 一 国民经略 . 在这里,读懂中国经济、城市和楼市 本文来自微信公众号: 国民经略 ,作者:凯风,原文标题:《房价倒数第一城,都要建机场了》, 题图来自:AI生成 "市市通机场"时代,谁没有谁尴尬。 有的地方适合建高铁,有的地方适合建机场。 高铁与机场之间竞争关系: 800公里以下,高铁更有优势;1200公里以上,机场竞争力突出。 根据 《中国第一机场,要易主了》 ,中部更适合高铁,西部、东北更适合机场,东部则是齐头并 进。 地处东北边陲,黑龙江远比想象中大,面积4倍于江苏,东西最长距离1500公里,加上人口流失,许 多地方堪称"地广人稀"。 当前,黑龙江人口已从3800万锐减到3000万,且省会哈尔滨占了三分之一。 许多地级市经济体量、人口规模、财力相对较弱,难以支撑大 ...
加拿大5月营建许可(金额)环比 12%,预期 -1.7%,前值 -6.6%。
news flash· 2025-07-11 12:33
加拿大5月营建许可(金额)环比 12%,预期 -1.7%,前值 -6.6%。 ...
加拿大5月营建许可月率 12%,预期-0.8%,前值由-6.60%修正为-6.8%。
news flash· 2025-07-11 12:33
加拿大5月营建许可月率 12%,预期-0.8%,前值由-6.60%修正为-6.8%。 ...