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今日投资参考:高温推动电力需求 绿电需求持续明朗
Sou Hu Cai Jing· 2025-07-10 02:43
Market Overview - The Shanghai Composite Index experienced fluctuations, briefly surpassing 3500 points before closing at 3493.05, down 0.13% [1] - The Shenzhen Component Index fell slightly by 0.06% to 10581.8, while the ChiNext Index rose by 0.16% to 2184.67 [1] - The total trading volume across the Shanghai, Shenzhen, and North exchanges reached 15,276 billion, an increase of nearly 530 billion from the previous day [1] Investment Opportunities in Green Energy - The National Development and Reform Commission and the National Energy Administration issued a notice setting renewable energy consumption targets for 2025, with non-hydropower targets ranging from 10.7% to 30%, an increase of 0.00 to 9.26 percentage points from previous expectations [2] - The inclusion of high-energy-consuming industries such as steel, polysilicon, and cement in green electricity consumption targets is expected to create new business models and alleviate current challenges in consumption, pricing, and subsidy recovery [2][3] High Temperature Impact on Power Demand - High temperatures have led to record electricity loads in several provinces, with expectations for continued increases in power demand, particularly from air conditioning [4] - Fire power generation is anticipated to rise significantly, and market prices for electricity may also increase during peak load periods [4] Expansion of "Southbound Bond Connect" - The People's Bank of China and the Hong Kong Monetary Authority announced measures to expand the "Southbound Bond Connect," allowing more domestic investors, including brokerages, funds, insurance, and wealth management firms, to invest in offshore bond markets [5] - The new policy is expected to enhance investment flexibility and improve self-operated investment returns for non-bank institutions [5] Emerging Trends in Consumer Electronics - The rise of short videos and live streaming has created a strong demand for video recording devices, with sales in related categories increasing by over 80% year-on-year in June [9] - Multi-functional cameras priced between 2000 to 10000 yuan have become popular among young users, leading to some models selling out [9] Government Initiatives in Technology and Innovation - The State Administration for Market Regulation and the Ministry of Industry and Information Technology released an action plan focusing on ten key industries, including AI, new energy, and high-end equipment, to support the development of new productive forces [8] - The plan emphasizes the need for innovation in AI technologies and the establishment of measurement testing platforms to enhance the performance evaluation of AI algorithms [8]
洛阳基地入选新一批国家骨干冷链物流基地建设名单 河南省入选总数达到5个
He Nan Ri Bao· 2025-06-09 23:36
洛阳市发展改革委有关负责人表示,随着被纳入国家骨干冷链物流基地建设名单,洛阳基地将吸引农产 品加工、食品制造、医药销售、电商配送等行业上下游企业集聚,形成产业集群,进一步延伸农业产业 链、提升价值链。此外,通过优化全市冷库布局建设,加强食品产业供应链各环节的协同管理,有利于 保障食品在运输、储存、加工、交易全过程的安全与品质。"我们将紧盯国家、省市物流业发展政策导 向,打造与现代化洛阳建设相匹配的现代物流运行体系,积极探索发展'基地+产业'模式,推动冷链基 地与产业、城市、空间融合发展。"该负责人说。 6月9日,记者获悉,国家发展改革委近日发布新一批国家骨干冷链物流基地建设名单,共有19个基地入 选,我省洛阳国家骨干冷链物流基地上榜。截至目前,我省已有郑州、商丘、新乡、漯河、洛阳5个基 地入选国家骨干冷链物流基地建设名单,数量居全国前列。 据了解,洛阳国家骨干冷链物流基地由(宜阳)综合冷链物流片区和(汝阳)智慧冷链物流片区组成, 现有大张食品工业园、中基华夏医药物流园等园区的冷库库容31万立方米,汝阳智慧冷链物流园已开工 建设,建成后将新增10万立方米冷库库容。 洛阳作为豫西地区唯一的国家骨干冷链物流基地,可 ...
桃香满园、蓝莓压枝 麦熟时节水果也丰收 产业路宽富农家
Yang Shi Wang· 2025-06-07 03:47
Group 1: Peach Industry in Zaoyang, Hubei - Zaoyang, Hubei has 350,000 acres of peach orchards, with early varieties like oil peaches and yellow peaches currently in peak harvest season [1][3] - The Huang peach cooperative in Zaoyang has 20 varieties, with the harvest period lasting from mid-May to the end of October [1] - The local model of "Party branch + base + cooperative + growers" has improved peach quality and expanded sales to include canned peaches and peach gum beverages, contributing to high-quality development of the peach industry [3] Group 2: Blueberry Industry in Shangrao, Jiangxi - The blueberry harvest season in Shangrao's Qing Shui Township has attracted many tourists for picking, benefiting local villagers [5] - A modern blueberry planting base has been established with an annual output value of 8 million yuan, utilizing advanced technologies like solar power and agricultural big data management [7] - The blueberry picking season will last until the end of June, offering visitors various engaging agricultural activities [7]
一“纵”起 四“城”兴 焦洛平高铁即将全面开建,助推沿线城市高质量发展
He Nan Ri Bao· 2025-04-29 23:52
满屏都是网友的欣喜和期盼: 河南高铁将添新成员!这条消息成为近日热议话题,甚至一度冲上热搜:呼南高铁焦洛平段项目召开建设动员会,标志着该项目即将转入全面开工建设新阶 段。 焦洛平高铁开工在即,济源将结束无高铁历史;孟津北高铁站确定,孟津将是拥有机场、高铁、地铁的未来之城…… 这一瞬间,仿佛看到了在太行南麓、伏牛东侧,焦洛平高铁宛如一条奔腾的巨龙,绕过巍峨的嵩山向南飞驰延伸,将沿途的壮丽山水串联成一幅璀璨的画 卷。 焦洛平高铁作为呼南高铁的重要组成部分,由北向南依次连接起焦作、济源、洛阳、平顶山四地。这条呈弓形走向的高速铁路不仅是豫西高质量发展的新引 擎,更是人流、物流、信息流高效流通的快速通道。它将推动沿线地区全面融入河南"米"字形高铁网,促进区域内产业协同和资源共享,重塑区域经济版 图,助力中原大地实现新的跨越。 河南省自古便享有"九州腹地、十省通衢"的美誉。随着2023年底济郑高铁全线开通,河南以郑州为中心,率先在全国织"米"成网。 然而,网有疏密。 以京广线为界,东侧的商丘已成为京九、徐兰、商合杭等多条高铁的交会点,豫东地区的高铁建设走在全省前列。而京广线西侧的豫西地区,虽然有郑渝、 徐兰高铁以及陇海、 ...
金海通:金海通首次公开发行股票招股说明书附录
2023-02-15 16:22
天津金海通半导体设备股份有限公司 首次公开发行股票招股说明书附录 | 序号 | 名称 | 页码 | | --- | --- | --- | | 1 | 发行保荐书 | 1 | | 2 | 发行保荐工作报告 | 42 | | 3 | 财务报表及审计报告 | 83 | | 4 | 内部控制鉴证报告 | 261 | | 5 | 经注册会计师核验的非经常性损益明细表 | 276 | | 6 | 审阅报告 | 288 | | 7 | 法律意见书 | 394 | | 8 | 补充法律意见书(一) | 444 | | 9 | 补充法律意见书(二) | 556 | | 10 | 补充法律意见书(三) | 783 | | 11 | 补充法律意见书(四) | 1005 | | 12 | 补充法律意见书(五) | 1231 | | 13 | 律师工作报告 | 1251 | | 14 | 发行人公司章程(草案) | 1399 | | 15 | 天津金海通半导体设备股份有限公司发行批文 | 1450 | 海通证券股份有限公司 关于天津金海通半导体设备股份有限公司 首次公开发行股票并上市 之 发行保荐书 保荐机构(主承销商) (上海市广 ...