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见证统一大市场的成长性(人民时评)
Ren Min Ri Bao· 2026-01-30 02:29
时下,车厘子大量上市。不少消费者有这种感受:进口水果的价格更亲民了,实现"水果自由"的内涵更 丰富了。从欧洲的红酒、巧克力,到南美洲的肉类、鱼虾,再到大洋洲的乳品,全球好物纷至沓来,不 断满足人民美好生活需要。 政策引领,促需求释放。去年,消费品以旧换新政策惠及超3.6亿人次,带动相关商品销售额超2.6万亿 元。2025年,内需对经济增长的贡献率超67%,其中消费贡献率达52%,比上年提高5个百分点。英国 《金融时报》刊文:"不要低估中国消费者。" 成长性,得益于产业结构持续优化。 庞大需求激发创新创造。人工智能大模型加速奔跑,脑机接口迈向产业化,低空经济振翅高飞,回望 2025年,产业向新动能强。数据为证:规模以上装备制造业、高技术制造业增加值占规模以上工业增加 值的比重分别达到36.8%和17.1%,民用无人机、工业机器人产量分别比上年增长37.3%和28%。 市场成长性越强,对全球资源越具有吸引力。中国市场正是凭借极强的成长性,吸引外资布局中国 近期发布的两则新闻,很值得关注。 一则是,2025年,中国货物进口规模再创新高,达18.5万亿元。另一则是中国美国商会发布的调查报告 显示,对中国市场增长持乐观 ...
航天投资、工银投资等新设低空经济产业私募基金,出资额20亿
Sou Hu Cai Jing· 2026-01-30 02:25
重庆产业投资母基金合伙企业(有限合伙) s // 3 国有企业 私募基金 22.50% 企查查APP显示,近日,航天工融(重庆)空天信息低空经济产业私募股权投资基金(有限合伙)成立,出资额20亿元,经营范围包含:以私募基金从事股 权投资。企查查股权穿透显示,该企业由航天投资控股有限公司、工商银行(601398)全资子公司工银金融资产投资有限公司等共同出资。 | 全国企业信用查询 | | 航天工融(重庆)空天信息低空经济产业私募服 > | 查一下 | | --- | --- | --- | --- | | 基本信息 11 | 法律诉讼 | 经营风险 | 经营信息 | | 执行事务合伙人 | 航渝空天信息产业私募基金管理 (重庆) 有限公司 | 登记状态 | 存续(在营、开业、 | | | 工银资本管理有限公司 | 出资额 | 200000万元 | | 组织机构代码 | MAK6Y8EH-4 | 工商注册号 | 500905215231831 | | 企业类型 | 有限合伙企业 | 营业期限 | 2026-01-28 至 无固ス | | 人员规模 | | 参保人数 | | | 所属地区 | 重庆市两江新区 | 登 ...
海西茫崖机场打造高高原试飞新样板 助力国产民机腾飞
Core Viewpoint - The AG600 amphibious aircraft, developed independently by China, successfully conducted flight tests at the Maangla Airport, which is positioned as a key site for testing aircraft in high-altitude environments, showcasing China's ambitions in aviation technology [1][2]. Group 1: Testing Environment - Maangla Airport, located at an altitude of nearly 3000 meters, provides an optimal environment for flight testing due to its low daily flight volume, ample airspace resources, and excellent visibility [2][3]. - The airport's dry climate and stable weather conditions facilitate consistent testing opportunities, while its low population density minimizes electromagnetic interference [2][3]. Group 2: Operational Efficiency - The airport has established a comprehensive support system for flight testing, ensuring seamless communication and coordination among various departments, which enhances safety and efficiency during test flights [3][4]. - The ground support teams are prepared to respond quickly to changing conditions, demonstrating high operational agility by achieving rapid readiness for takeoff [4]. Group 3: Future Development - Maangla Airport aims to become a leading site for high-altitude verification flights for domestic aircraft, with plans to enhance infrastructure and support capabilities [4]. - The airport is also exploring new economic opportunities by integrating aviation with tourism and logistics, contributing to regional economic development in Qinghai [4].
富临运业(002357)事件点评:乘风而起 携手新石器开启无人驾驶试运营
Xin Lang Cai Jing· 2026-01-30 00:29
Group 1 - The company has officially launched its first unmanned vehicle for trial operation, marking a significant breakthrough in its unmanned driving business [1] - The public transport business remains stable, providing robust revenue support through strategies like "transportation and tourism integration" and the introduction of "point-to-point" convenient bus services [2] - The company is positioned to benefit from the commercialization of unmanned driving, as it collaborates with leading L4 unmanned delivery vehicle companies to expand its service boundaries [2] Group 2 - The company is recognized as a leader in public transport in Southwest China, and the current period is seen as a window for the commercialization of unmanned driving [3] - The partnership with New Stone Technology for unmanned delivery trial operations is viewed as an early exploration with cautious optimism regarding its commercial prospects [3]
富临运业:事件点评乘风而起,携手新石器开启无人驾驶试运营-20260130
Jinyuan Securities· 2026-01-30 00:25
Investment Rating - The report maintains a rating of "Accumulate" for the company [2] Core Viewpoints - The company is positioned as a leading player in the road passenger transport sector in Southwest China, with stable core business operations providing robust revenue support [8] - The collaboration with New Stone Technology marks a significant step towards commercializing autonomous driving, potentially opening a "second growth curve" for the company [4][8] - The company has successfully launched its first autonomous vehicle for trial operations, indicating a breakthrough in its autonomous driving business [2] Financial Data Summary - Current Price: 12.86 CNY - Market Capitalization: 4,031.47 million CNY - Gross Margin: 18.63%, significantly higher than the industry average of 12.19% [1] - Net Margin: 25.95%, compared to the industry average of 3.47% [1] - Return on Equity: 9.38%, well above the industry average of 0.85% [1] - Debt to Asset Ratio: 38.92%, lower than the industry average of 40.32% [1] - Dividend Yield: 0.93%, compared to the industry average of 0.11% [1] - Price-to-Earnings Ratio: 21.45, contrasting with the industry average of -44.55 [1] - Price-to-Book Ratio: 2.34, slightly lower than the industry average of 2.90 [1] Profit Forecast and Investment Suggestions - The company is expected to generate main revenue of 85,583.94 million CNY in 2024, with a year-on-year growth of -1.05% [6] - The net profit attributable to the parent company is projected to be 12,223.13 million CNY in 2024, reflecting a year-on-year decline of 18.77% [6] - Earnings per share (EPS) is forecasted to be 0.39 CNY in 2024, with a gradual increase to 0.71 CNY by 2027 [6]
盐田:从深圳“后花园”向全球“活力枢纽”的转身
Nan Fang Du Shi Bao· 2026-01-29 23:55
在深圳人的传统认知里,盐田是周末的"诗和远方",是静谧的"后花园"。但在1月28日召开的盐田区六 届五次党代会上,这份"刻板印象"正在被进一步打破。 会议在总结2025年成果的基础上,清晰划定了2026年的进击路径:盐田不仅要守住"绿水青山",更要成 为要素流动的"活力枢纽"。从深港融合的"心联通",到低空经济的"飞天梦",一个更有活力、更加美好 的盐田,正呼之欲出。 跨境新叙事:中英街不只是"情怀",更是"潮玩枢纽" 2026年的深港合作,盐田拿出了"点石成金"的魄力。 过去一年,中英街的"乐购"品牌初步打响,港味老字号与全球首店齐聚。但在接下来的规划中,盐田的 野心不止于此。随着沙头角口岸重建的全面铺开,这里将不再仅仅是历史的见证,而是深港要素流动 的"黄金通道"。 以前的中英街是"买买买"的记忆,未来的中英街是"通通通"的未来。通关时间延长至晚10点、电子化通 关的实施,本质上是打破了那道隐形的"墙"。当资源要素在这里充分涌流,盐田就从深港的地理边缘, 变成了湾区消费的物理轴心。 产业新位势:从"靠山吃山"到"向天要空间" 如果说海洋经济是盐田的"压舱石",那么低空经济就是盐田2026年的"助推器"。 ...
市政府与市人大常委会、市政协就2026年重点工作交换意见 徐曙海主持并讲话 陈可可郭建分别出席并讲话
Zhen Jiang Ri Bao· 2026-01-29 23:45
1月29日,市政府与市人大常委会、市政协分别召开2026年重点工作通气会。市长徐曙海主持会议 并讲话,市人大常委会主任陈可可、市政协主席郭建出席会议并讲话。 徐曙海说,2025年是值得肯定和铭记的一年。在市委的坚强领导下,市人大常委会、市政府、市政 协同心同向、履职尽责,携手推动全市各项工作取得新成效,化债工作取得重大阶段性成果,主要经济 指标争先进位,高质量发展创下近年来最好成绩。2026年,市政府将树牢正确政绩观和发展观,坚持以 人民为中心的发展思想,自觉为人民出政绩、以实干出政绩,毫不放松抓好金融债务风险防控,量力而 行推进工程建设,做到对发展负责、对镇江人民负责;坚定产业强市战略不动摇,坚持以工业为先导、 工业和服务业"双轮驱动"发展,确保经济增速始终高于全省平均;深入打造"4833"产业体系,在明 确"四群八链"主导产业基础上,重点发展航空航天、智能农机装备和视觉光学三个特色产业,前瞻布局 人工智能、低空经济、新型储能和氢能三个未来产业;把项目招引作为"生命线",持续培育壮大龙头企 业,强化产业链上下游招商,深化园区载体建设,推动产业链群集聚、形成区域特色,提升镇江产业竞 争力和影响力;围绕高质量考 ...
21社论丨积极财政政策靠前发力,推动实现经济“开门红”
Core Viewpoint - The issuance of local government bonds in China has reached 584.7 billion yuan since the beginning of the year, with a significant focus on special bonds to support key projects and economic growth in 2026 [1] Group 1: Bond Issuance Overview - As of January 27, 2023, 5,847 billion yuan of local bonds have been issued, with new special bonds accounting for 1,962 billion yuan, representing 33.6% of the total [1] - The planned issuance of local bonds for the first quarter exceeds 25,000 billion yuan, marking the highest level for the same period in three years [1] Group 2: Bond Structure and Mechanism - The first quarter's planned issuance includes 7,644 billion yuan in new special bonds and 12,106 billion yuan in refinancing special bonds, together making up over 75% of the total issuance plan [2] - The "self-examination and self-issuance" pilot program is expected to expand, enhancing issuance efficiency and local autonomy [2] Group 3: Management and Performance Evaluation - The use of local special bonds will be subject to stricter regulatory oversight, with a negative list management model to exclude non-revenue-generating projects [3] - Performance evaluation results will be linked to the allocation of local debt quotas, incentivizing local governments to improve project quality [3] Group 4: Funding Direction and Strategic Focus - New special bonds will focus on major projects outlined in the national "14th Five-Year Plan," including infrastructure related to food security, energy security, and emerging industries [3] - The mechanism for using special bonds as project capital will be optimized, increasing the capital usage ratio to attract more social capital for major strategic projects [4]
成都纵横自动化技术股份有限公司 2025年年度业绩预告
Zheng Quan Ri Bao· 2026-01-29 23:05
证券代码:688070 证券简称:纵横股份 公告编号:2026-003 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、准确性和完整性依法承担法律责任。 一、本期业绩预告情况 (一)业绩预告期间 2025年1月1日至2025年12月31日。 (二)业绩预告情况 (1)经公司财务部门初步测算,预计公司2025年度实现营业收入为人民币61,847.37万元左右,与上年 同期相比增长30.42%左右。 (1)2024年度实现营业收入为人民币47,420.26万元。 (2)预计2025年度实现归属于上市公司股东的净利润为人民币1,042.27万元左右,与上年同期相比实现 扭亏为盈。 (3)预计2025年度实现归属于上市公司股东的扣除非经常性损益的净利润为人民币126.58万元左右。 (三)本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 本次业绩预告是公司财务部门基于自身专业判断进行的初步核算,尚未经注册会计师审计。公司不存在 影响本次业绩预告准确性的重大不确定因素。 五、其他说明事项 以上预告数据仅为初步核算数据,具体准确的财务数据以公司正式披露的 经审计 ...
积极财政政策靠前发力,推动实现经济“开门红”
Core Viewpoint - The issuance of local government bonds in China has reached 584.7 billion yuan since the beginning of the year, with a significant focus on special bonds to support key projects and stimulate economic growth in 2026 [1] Group 1: Bond Issuance Overview - As of January 27, 2023, 5,847 billion yuan of local bonds have been issued, with new special bonds accounting for 1,962 billion yuan, representing 33.6% of the total [1] - The planned issuance of local bonds for the first quarter exceeds 25,000 billion yuan, marking the highest level for the same period in three years [1] Group 2: Bond Structure and Mechanism - The first quarter's planned issuance includes 7,644 billion yuan of new special bonds and 12,106 billion yuan of refinancing special bonds, making up over 75% of the total issuance plan [2] - New special bonds will focus on high-quality projects that can quickly generate tangible results, while refinancing bonds will primarily be used to repay maturing debts and optimize financing costs [2] - The "self-examination and self-issuance" pilot program is expected to expand, enhancing issuance efficiency and local autonomy [2] Group 3: Management and Regulatory Framework - The use of local special bonds will be subject to stricter regulatory oversight, with a negative list management model to exclude non-revenue-generating projects [3] - There will be a focus on the entire lifecycle management of project funds, ensuring efficient and controlled use of resources [3] - Performance evaluation results will be linked to the allocation of local debt quotas, incentivizing local governments to improve project quality [3] Group 4: Strategic Focus and Investment Areas - New special bonds will support major projects outlined in the national "14th Five-Year Plan," focusing on infrastructure related to food security, energy security, and supply chain stability [3] - There will be an emphasis on emerging industries such as low-altitude economy, quantum technology, aerospace, and artificial intelligence [3] - The mechanism for using special bonds as project capital will be optimized, increasing the capital ratio limit to attract more social capital for major strategic projects [4]