本报记者 张景阳 通讯员 蔡冬梅 昆都仑区行政审批政务服务与数据管理局局长刘世文介绍，为吸引时代骐骥落户，区里立足产业发展需 求，第一时间主动对接，以"半月荟"会商联审机制为核心，前置对接、靶向招商，紧扣"企业+项目"双 落地需求，通过跨部门协同提供"一站式"服务破解难题。"该项目建成后将显著降低企业用能成本，提 升营商环境吸引力，为后续引进更多优质企业奠定坚实基础。"刘世文说。 除了龙马项目、时代骐骥项目外，广东广晟硅业、稀土供应链产业园项目正推动昆都仑区传统物流向现 代供应链转型，内蒙古惠新能装备制造有限公司年产10万吨镀锌铝镁钢边框项目助力包头光伏与钢铁产 业融合……一批批重点项目在上半年相继落地，成为昆都仑区经济高质量发展的澎湃动能。 数据显示，今年上半年，昆都仑区实施政府投资5000万元以上、企业投资亿元以上重大项目达101个。 通过组建专业化"招商突击队"内外并进抓招商，昆都仑区新签约项目44个，区外投资到位资金111亿 元，全区地区生产总值对包头市的贡献率提高到35.1%。 该项目依托包钢优质特种钢材，专注生产10兆瓦以上风机超大型轮毂、机舱底座等核心铸件。项目建成 后，将成为包头乃至西北地区风 ...

中国神华这艘"能源航母"下周一就要重新起航了！停牌前37.56元的股价，7460亿的市值，如今带着一份2583亿的收购大单杀回市场——一口气吞下13家能 源公司，从新疆的露天煤矿到港口的巨轮，整条煤炭产业链全给"包圆"了。散户朋友们，这波操作到底是天降红利还是暗藏玄机？帮主用20年财经经验，带 你们扒开热闹看门道！ 一、收购的"硬货"有多硬？——全是卡脖子的核心资源 • 全产业链闭环成型：左手握着2.8亿吨新增产能（直接增厚74.5%），右手控着港口、船队、电商平台（国能e商年交易13.8亿吨煤），从挖煤、运煤、卖煤 到发电、化工，整条链子滴水不漏。这种"自产自运自销"的玩法，成本碾压同行。 • 扛起能源安全大旗：国家正需要"压舱石"企业。重组后的神华，能24小时跨区调度煤炭，迎峰度夏保供电、寒冬腊月保供暖，政策支持只会多不会少。 三、散户必盯的"机会与暗礁" 这次收购的13家公司，可不是普通资产，而是国家能源集团压箱底的"王牌军"。 • 煤炭储量直接起飞：新疆准东露天矿（3500万吨/年）、红沙泉矿（3000万吨/年）、黑山矿（1600万吨/年）——光这三座"煤海巨鲸"，产能就抵得上半个 中型煤企！尤其是准 ...

Core Viewpoint - BYD is expanding its production capacity in the Shenshan area with a new project that will significantly enhance its battery manufacturing capabilities and support its international export strategy [2][3]. Group 1: Project Overview - A new project in Haifeng County, Guangdong, will involve the construction of multiple facilities, including 9 factories and a wastewater treatment station, with an annual production capacity of 50.88 million power batteries, totaling 15 GWh [2]. - The project is part of BYD's broader strategy to strengthen its industrial layout in the Shenshan region, which is crucial for its operations in Guangdong and international markets [3]. Group 2: Investment and Production Capacity - Since 2021, BYD has committed over 31.5 billion yuan to various projects in the Shenshan area, including the construction of an automotive industrial park and battery production facilities, with an expected annual output value exceeding 220 billion yuan upon full production [4][5]. - The Shenshan industrial park is the only BYD facility in China that integrates port and factory operations, enhancing logistics efficiency for exports [5]. Group 3: Battery Production and Market Performance - BYD's battery production capacity includes a 14 GWh facility in Shenzhen and a 2 GWh facility in Huizhou, focusing on lithium iron phosphate and ternary lithium batteries [6][7]. - In July, BYD's battery installations reached 22.4 GWh, a 35% year-on-year increase, with a cumulative installation of 156.9 GWh from January to July, reflecting a 76% increase compared to the previous year [7].

Core Viewpoint - The establishment of Jinchuan Copper Co., Ltd. marks a new era of market-oriented, professional, and international high-quality development for the company in the non-ferrous metal sector [2][7]. Group 1: Company Development - On June 19, 2023, Jinchuan Copper Co., Ltd. was officially unveiled, transitioning into a joint-stock company after completing a share reform within a year [3][7]. - The company has integrated 13 subsidiaries, including Guangxi Jinchuan Company and Yongchang Copper Industry Company, under the restructuring plan to enhance regional resource collaboration [2][5]. Group 2: Industry Position and Strategy - Jinchuan Copper has established a complete circular industrial chain covering copper smelting and precious metal recycling, leading in platinum group metal production in Asia and ranking third in cathode copper production in China [5]. - The company is actively expanding its product applications in high-end manufacturing sectors such as new energy, electronic information, and aerospace, forming deep partnerships with industry leaders to drive technological upgrades [5][7]. - Jinchuan Copper aims to promote high-end, intelligent, and green transformation in the industry, positioning itself as a benchmark for high-quality development and contributing to industry innovation [7].

Investment Rating - The report maintains a "Buy" rating for the company, indicating a positive outlook for its future performance [3]. Core Views - The company has demonstrated strong revenue growth, with 2024 revenue reaching 5.584 billion yuan, a year-on-year increase of 43.51%, and a return to profitability with a net profit of 687 million yuan [1]. - The first quarter of 2025 also showed robust performance, with revenue of 1.472 billion yuan, up 35.97% year-on-year, and a net profit of 229 million yuan [1]. - The company's growth is driven by capacity expansion and cost optimization, with a focus on increasing the number of breeding sows and reducing breeding costs [2]. - The company has a solid financial structure, with a low debt ratio of 27.81% as of the end of Q1 2025, which supports its long-term expansion plans [3]. Summary by Sections Revenue and Profitability - In 2024, the company achieved a revenue of 5.584 billion yuan, with a net profit of 687 million yuan, marking a significant turnaround from losses in previous years [1]. - For 2025, the revenue forecast is set at 8.042 billion yuan, with a projected net profit of 569 million yuan [4]. Capacity and Cost Management - As of March 2025, the company has a breeding sow inventory of 128,000, an increase from 121,000 at the end of 2024, with ongoing capacity expansion expected to be completed by mid-2025 [2]. - The cost of breeding has been optimized, with the total cost per kilogram dropping to approximately 12.4 yuan in Q1 2025 [2]. Financial Health - The company raised 290 million yuan through a private placement to accelerate capacity construction, enhancing its financial strength [3]. - The asset-liability ratio has decreased by 1.72 percentage points year-on-year, indicating improved financial stability [3]. Profit Forecasts - The net profit forecast for 2025 has been raised to 569 million yuan, reflecting an increase of 111.8% from previous estimates, with further increases projected for 2026 and 2027 [3].