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金价到4000美元了,光伏巨头要去港股上市,影响有多大?
Sou Hu Cai Jing· 2025-10-07 02:11
从过去一段时间阳光电源的走势看,可谓是太强劲了,股价从8月份的80元左右目前已经上涨到了接近170元了,仅仅刚刚过去的9月份,累计涨幅就超过了 60%。 对于阳光电源在港交所上市,我觉得还是应该给予积极的回应,市场这个时候大概率是在寻找示范效应,因为之前宁德时代在港股上市,目前在港股的股价 已经翻倍了,而同期A股的走势没有达到这样的效果,这就让人对接下来阳光电源在港股的上市有了新的期待,毕竟港股是一个国际化市场,能够给予行业 龙头更为客观的定价,或者说这种溢价效应比较明显,从这个角度来说,对未来港股的阳光电源不妨多关注,看看会不会复制宁德时代的走势。 未来我估计会有更多的A股行业龙头去港股上市,这对A股和港股都将带来新的活水,也增加了市场的交易性机会,对此应该多多的观察。 1、黄金真是太牛了,纽约金在昨天大涨了1.85%的情形下,今天早上再创历史新高,盘中一度飙升到了4000美元的整数关口,至此黄金年内的涨幅有50% 了,至于黄金为什么持续大涨幅,逻辑之前也都说过了,美联储降息预期的强烈,以及地区风险的加剧,我觉得这些都是老生常谈了,对目前的黄金来说, 其实更多的资金已经当成了一种投机的工具,一方面是认为美国 ...
新华财经|满足不同场景消费需求 南山智尚融合发展全产业链
Xin Hua She· 2025-09-23 05:30
图为位于山东龙口的南山智尚服装智能化工厂(受访企业供图) 与羊毛不同,锦纶纤维具有强度高、超耐磨、超耐寒、超舒适、耐老化、着色更饱满等特点,广泛应用在民用领域,如纺织服装行业中的超轻 风衣、冲锋衣、羽绒服、速干衣、防寒服、休闲夹克、运动服、户外帐篷、睡袋、登山包、束身衣、运动内衣等。 南山智尚开发的羊毛运动系列产品采用羊毛与锦纶混纺工艺,兼具耐磨性与吸湿透气性,这正是羊毛精纺服装和新材料两大产业链融合的结 果。此外,该公司还在其他产品中探索融合的可行性,例如使用超高分子量聚乙烯纤维制成的户外登山鞋,凭借耐磨防切割优势备受青睐;一 些冲锋衣、防风衣等面料通过添加锦纶、超高分子量聚乙烯纤维等材料,可以满足不同场景的需求…… 新华社北京9月23日电(记者董道勇、贾云鹏)精选羊毛经过梳理、分类和检测被加工成毛条,以毛条为原料经过纺纱流程形成高品质纱线, 用纱线织成精纺面料,进而加工成"高级定制"服饰……在山东南山智尚科技股份有限公司,记者见证了从"羊毛"到"高级定制"服饰的全产业链 流程。 近年来,南山智尚打造的羊毛服装和新材料两大产业链,呈现出融合发展态势。在羊毛服饰产业链方面,南山智尚年产高档精纺呢绒1600万 ...
满足不同场景消费需求 南山智尚融合发展全产业链
转自:新华财经 新华财经北京9月23日电(记者董道勇、贾云鹏)精选羊毛经过梳理、分类和检测被加工成毛条,以毛条为原料经过纺纱流程形成高品质纱 线,用纱线织成精纺面料,进而加工成"高级定制"服饰……在山东南山智尚科技股份有限公司,记者见证了从"羊毛"到"高级定制"服饰的全产 业链流程。 图为位于山东龙口的 南山智尚云尚工厂厂长华爱民介绍说,云尚工厂主要根据客户定制需求进行"量体裁衣",服装的材料、颜色、款式、尺寸都可以"按需定制"。 自2020年以来,订单量呈现逐年增长态势。 "不同于大规模批量化生产,定制服装总体成本相对较高,售价也相对较高。虽然,纺织服装行业的整体毛利比较低,但定制服装的整体利润 率还不错。"华爱民认为,定制化产品将是未来高端服饰的发展方向。 服装智能化工厂 精纺车间 近年来,南山智尚打造的羊毛服装和新材料两大产业链,呈现出融合发展态势。在羊毛服饰产业链方面,南山智尚年产高档精纺呢绒1600万 米、西服75万套;在新材料产业链上,3600吨超高分子量聚乙烯纤维已实现满负荷生产,8万吨锦纶项目进入市场化阶段。 南山智尚围绕健康舒适、个性化定制、低碳环保等趋势,研发的高性能差异化锦纶产品远销东南 ...
富邦科技:介绍农化与现代农业板块质量管控及业务发展举措
Xin Lang Cai Jing· 2025-09-22 08:53
Group 1 - The company has implemented unique ore selection and slag utilization technologies to enhance the utilization rate of phosphate resources, which helps production enterprises reduce energy consumption and improve production efficiency [1] - The slow/controlled release technology increases fertilizer utilization rates, promotes structural adjustments in fertilizer products, and facilitates the upgrading of the chemical fertilizer industry [1] - The company is focusing on functional and nutritional fertilizer additives that effectively optimize the fertilizer production process, improve product quality, and reduce environmental impacts during production and usage [1] Group 2 - In the modern agriculture sector, the company leverages its platforms, Kangxin Bio and Fubon Xiangyu, to drive product quality improvement, application scenario optimization, and sales strategy enhancement through a dual approach of "technological innovation + market expansion" [1] - The company is systematically integrating and upgrading the industrial chain, innovation chain, and value chain to continuously enhance the quality and efficiency of its modern agriculture business development [1]
十五运“痛金”、盲盒上线,赛事IP何以玩转周边经济
9月8日,南方财经记者实地探访了深圳十五运会特许商品零售店和位于水贝的特许商品生产商。据了 解,结合城市特色,深圳推出了两款"深圳限定"的贵金属纪念章,将深圳大运中心、国贸大厦、平安金 融中心、地王大厦、国贸大厦等标志性建筑与十五运元素巧妙融合。 南方财经记者了解到,这些贵金属纪念章生产自深圳水贝,借十五运契机,深圳水贝积蓄数十年的黄金 珠宝加工工艺获得更多发挥空间。比如,深圳限定款纪念章使用合金镀金材质,采用国际领先的高精度 压铸技术,配合浮雕工艺,共经历28道工序制作完成。 另外一款黄金全运主题手机链则将十五运吉祥物运动的瞬间定格,每件产品含有3毫克足金。产品生产 商陈静枝介绍,这款产品使用的模具钢比普通钢铁硬三倍,经过特殊热处理后,可以反复使用上万次不 变形。 十五运会和残特奥会深圳赛区执委会市场开发专班负责人姚圆明在接受记者采访时表示,十五运会的特 许商品经营不仅仅是一个纪念品销售或是一条生产线,而是融合"赛会IP""城市文化"与"市场经济"的一 整套战略系统,是一条融合文化创意、精密制造和零售服务于一体的完整产业链。 (原标题:十五运"痛金"、盲盒上线,赛事IP何以玩转周边经济) 南方财经记者 张晓 ...
第十届世界人造板大会和2025临沂木博会将于9月20日启幕
Qi Lu Wan Bao Wang· 2025-08-26 06:15
Group 1 - The 10th World Particleboard Conference and the 2025 Linyi Wood Industry Expo will commence on September 20 in Linyi [1][3] - Linyi is recognized as the "China Board City" and serves as the permanent venue for the World Particleboard Conference, highlighting its significance in the wood industry [3] - The conference will focus on high-quality development in the industry, featuring discussions on new production capabilities, industry chain integration, and market expansion [3][4] Group 2 - The 2025 Linyi Wood Expo will take place from September 20 to 22, showcasing high-end boards and green smart home industries, and is considered a leading event in the national wood industry [4] - The expo will feature three main exhibition halls covering high-end boards, green smart home products, and wood machinery, with a total exhibition area of 32,000 square meters [4] - Key highlights of the expo include a focus on green supply chains, global market expansion, and high-level forums for industry leaders and experts [5]
深汕两地纺织服装产业链迎来深度融合新平台
Zhong Guo Fa Zhan Wang· 2025-06-09 08:14
Core Insights - The establishment of the Shantou International Textile City Quality Fabric Shenzhen Exhibition Center marks a new platform for deep integration of the textile and apparel industry chains between Shantou and Shenzhen, facilitating resource sharing and complementary advantages [1] - The event included a supply-demand matching meeting for high-quality fabrics, promoting brand awareness for Shantou International Textile City and the high-quality development of the Chaoyang textile and apparel industry [1][2] Group 1 - Shantou's Chaoyang District, a major textile and apparel hub, has over 40,000 operating entities, with an industrial output value of 32.989 billion yuan expected in 2024, and the town of Gurao recognized as a "China Knitted Underwear Town" with over 10 billion yuan in output value [1] - Shenzhen's Longhua District aims to create a "world-class fashion industry cluster," housing over 700 fashion enterprises, including Karl Lagerfeld and VANSINO, forming a complete industrial chain ecosystem [1] - The two regions are exploring a "reverse flying land" model to combine Shenzhen's innovative elements with Chaoyang's manufacturing advantages, serving as a demonstration path for cross-regional industrial collaboration [1] Group 2 - The event featured presentations from Dr. Dai Xin of Sun Yat-sen University and Asu, the editor of the Butterfly Network's underwear column, alongside product presentations and demand releases from fabric enterprises in Shantou and apparel companies in Shenzhen [2] - Participants visited various centers, including the Shenzhen Yizhi Hui Creative Industry Park and the Longhua Digital Innovation Center, to expand diversified and multidimensional cooperation, aiding in industrial collaborative development [2] - The two regions will deepen cooperation along the textile industry chain, focusing on high-end, digital, and international development, injecting new momentum into the high-quality growth of China's textile industry [2]
新奥能源私有化退市,或涉及金额近600亿港元
Core Viewpoint - New Oriental Holdings plans to privatize New Oriental Energy through its wholly-owned subsidiary, New Energy Hong Kong, offering a combination of share exchange and cash payment to shareholders [1][2] Group 1: Transaction Details - The proposed transaction involves a total of 743 million shares, with shareholders receiving 2.9427 new H-shares and HKD 24.50 in cash per share [1] - The estimated total amount involved in the transaction is approximately HKD 595.19 billion, assuming all stock options are not exercised [1] - If all stock options are exercised, the total amount involved would be approximately HKD 599.24 billion [2] Group 2: Share Structure and Control - Post-transaction, New Oriental Holdings will issue up to 2.188 billion H-shares, increasing total shares from 3.097 billion to 5.285 billion, representing 41.58% of the total post-transaction share capital [2] - Wang Yushuo and his concerted parties will hold 2.243 billion shares, reducing their ownership from 72.44% to 42.32%, while still remaining the controlling party [2] Group 3: Financial Performance - New Oriental Holdings reported a revenue of HKD 135.84 billion for 2024, a decrease of 5.5% year-on-year, with a net profit of HKD 4.49 billion, down 36.6% [2] - New Oriental Energy's revenue for 2024 was HKD 109.85 billion, with a net profit of HKD 5.99 billion; post-transaction, New Oriental Holdings' net profit could increase to HKD 8.14 billion [3] - The transaction will be financed entirely through bank loans, leading to an expected increase in the debt-to-asset ratio to 67% [3]