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第七届世界客商大会今日在梅州举行
Nan Fang Nong Cun Bao· 2025-11-24 07:05
第七届世界客商 大会今日在梅州 举行_南方+_南 方plus 11月24日,第七 届世界客商大会 在广东省梅州市 世界客商大会永 久会址——世界 客商中心开幕。 出席大会的有国 家部委和商协会 的领导,以及来 自全球各地的著 名侨领、知名客 商、客籍"两 院"院士、客籍 大学校长等,共 计1200余人。 第七届世界客商大会开幕式现场。 一场充满客家风 情的非遗展演 《阿姆在哪里家 就在这里》 和"同心聚焰·薪 火相传"主火炬 点火仪式拉开了 大会开幕式序 幕。5位海内外 客商代表、客籍 侨领及青年代表 共同点燃火炬, 象征着全球客商 同心同德、携手 前行的精神火炬 代代相传,也寓 意着梅州与全球 客商在新时代背 景下深化合作、 共促发展的美好 愿景。 客家非遗展演《阿姆在哪里家就在这里》。 同时,开幕式上 还举行了广东省 客属地区(韶 关、河源、惠 州、清远、梅 州)招商推介活 动和广东省客属 地区重大项目动 工、投产仪式, 全球客商代表还 一同见证"柚"见 梅州——百家旅 行社战略签约。 大会秉持"开 放、创新、合 作、共赢"的理 念,进一步突出 招商引资元素, 擦亮"投资广 东"品牌,增强 企业投资广东的 ...
东阳光药董事长张英俊: 以“创新+国际化”双引擎 开启中国药企进阶新篇章
Zheng Quan Shi Bao· 2025-11-23 21:38
创新,是为了增强药企在全球的竞争力。张英俊认为:"国际化不是选择题,而是中国创新药企发展的 必由之路。" 从出海路径来看,东阳光药的国际化战略呈现多元化态势:一方面通过"License-out(对外授权)"出 海,如将部分新药的海外权益授权给外国公司;另一方面推动自主产品在欧美上市,其中甘精胰岛素预 计将于2026年第一季度在美国获批,有望成为国产首个在美上市的甘精胰岛素产品。 张英俊表示,东阳光药已建立起覆盖全球的销售网络,海外制剂60多个品种获批,阿奇霉素片在德国市 场占有率排名第一。 在第二十届中国经济论坛平行论坛——2025大湾区科技与金融创新发展大会上,东阳光(600673)药董 事长张英俊表示,中国药企正迎来以"创新"与"国际化"为核心驱动力的战略机遇期。 张英俊认为,中国医药行业自"7·22"临床数据核查新政以来,步入了"黄金十年"。政策持续赋能,从加 入ICH(人用药品技术要求国际协调理事会)到创新药连续多年写入政府工作报告,医药行业的全链条 支持体系正在形成。 在这一背景下,东阳光药坚定布局源头创新,研发管线覆盖小分子、抗体、小核酸、ADC、细胞治疗 等多种技术路径。张英俊表示,公司的研发策 ...
钛媒体「2025 EDGE AWARDS 创新评选」正式开启,在全球视野中锚定创新版图
Sou Hu Cai Jing· 2025-11-22 03:05
钛媒体「2025 EDGE AWARDS 创新评选」正式启动! 作为钛媒体T-EDGE最重要的年度评选,EDGE AWARDS始终以"价值"为核心,着眼于世界前沿,是具有权威性、先锋性和敏锐挖掘力的全球创新榜单。 2025年,"创新"不再是单一市场的技术突破,而是在全球体系中共同塑造价值的能力。钛媒体2025 EDGE AWARDS创新榜单正基于这一认知全面升维—— 我们将突破传统评奖对"技术参数"或"商业规模"的单一要素评判标准,进一步关注创新要素在全球场景中的链接力、适应性与价值重塑效应。 在这里,"创新"的评判标准将从单一产品和技术扩展到供应链、生态链与价值链。 我们将以更开放的国际视野,复盘这一年技术与产业的跃迁,致敬那些重新定义时代边界的企业、产品与人物。 「最佳AI产业公司」 表彰在人工智能技术研发、商业落地与产业协同方面取得突破性进展,并引领行业标准、推动生态共赢的标杆企业。 评选流程 11月24日—12月15日 正式开启项目征集、自荐、筛选 12月15日—12月20日 专业评审委员会评选 12月21日 公布EDGE AWARDS获奖名单 作为全球创新平台的重要价值坐标,EDGE AWARDS始 ...
Geospace Technologies (GEOS) - 2025 Q4 - Earnings Call Transcript
2025-11-21 16:00
Financial Data and Key Metrics Changes - For Q4 2025, the company reported revenue of $30.7 million, down from $35.4 million in Q4 2024, representing a decrease of 19.7% [10] - The net loss for Q4 2025 was $9.1 million, or $0.71 per diluted share, compared to a net loss of $12.9 million, or $1 per diluted share in the same quarter last year [10] - For the full fiscal year 2025, revenue totaled $110.8 million, down from $135.6 million in fiscal year 2024, a decrease of 18.3% [10] - The net loss for the full year was $9.7 million, or $0.76 per diluted share, compared to a net loss of $6.6 million, or $0.50 per diluted share in the previous year [10] Business Line Data and Key Metrics Changes - Smart Water segment revenue for Q4 2025 was $8.5 million, down 28% from $11.9 million in Q4 2024; however, for the full year, it increased by 10% to $35.8 million from $32.4 million [11] - Energy Solutions segment revenue for Q4 2025 was $15.7 million, a decrease of 11% from $17.6 million in Q4 2024, and for the full year, it decreased by 35% to $50.7 million from $78 million [12] - Intelligent Industrial segment revenue for Q4 2025 was $6.4 million, up 9% from $5.8 million in Q4 2024, but for the full year, it decreased by 4% to $24 million from $24.9 million [12][13] Market Data and Key Metrics Changes - The company noted a mixed fiscal year performance across market segments, with the smart water segment showing strong growth while energy solutions faced challenges due to lower offshore exploration activity and oil price volatility [5][6] - The company is focusing on international markets, particularly addressing water scarcity and environmental changes, while also enhancing its municipal water management model in the U.S. [5] Company Strategy and Development Direction - The company aims to diversify and innovate, with a strong focus on the smart water and intelligent industrial segments, leveraging technology and manufacturing capabilities [9] - The acquisition of Geovox Security is part of the strategy to enhance recurring revenue through new solutions [8] - The company plans to continue pursuing growth through acquisitions that are immediately accretive to top-line revenue [9] Management's Comments on Operating Environment and Future Outlook - Management acknowledged ongoing trade disputes and tariffs impacting material costs, with expectations of similar impacts in fiscal year 2026 [17] - The company anticipates continued market demand for Hydrocon and Aquana solutions, despite short-term uncertainties in the exploration market due to low oil prices [6][9] - Long-term demand forecasts are expected to drive more favorable market conditions in future periods [7] Other Important Information - The company has a strong backlog going into the next fiscal year, which positions it well for future growth [9] - Cash investments for the rental fleet and property plant and equipment totaled $9.1 million, with an additional $1.8 million invested in the Heartbeat Detector product line [13][14] Q&A Session Summary Question: Can you elaborate on the margin pressure in the energy solutions segment? - Management indicated that margin pressure was due to ongoing price pressure and higher manufacturing costs, but they expect improved margins going forward as manufacturing inefficiencies are resolved [19][28] Question: How much of the margin impact is expected to be transitional? - Management did not provide specific percentages but noted that they are monitoring the situation closely and expect some improvements in margins [21][22] Question: What updates can you provide on government initiatives? - Management mentioned that feedback from Customs and Border Protection is anticipated early next year, while Navy projects are expected to be delayed until mid-next year [32] Question: Have the large projects announced earlier been shipped? - Management confirmed that shipments for the Petrobras project and the Mariner contract have not yet occurred, with expected revenue recognition in fiscal year 2027 [35][36]
这些穿越时空的大咖观点,每一条都干货满满!
Zhong Guo Zheng Quan Bao· 2025-11-21 06:48
在一年一度的企业家博鳌论坛上 总有一些"声音" 穿透喧嚣,预见未来 这些声音在博鳌的星空回响 不同的声部,共同奏响的 正是中国经济高质量发展的时代强音 十年历程,硕果累累 值此论坛举办第十届之际 我们精选出这些"穿越时空"的智慧箴言 干货满满,一起来看! (这句话是谁说的?下滑查看) 聞像 HEF 福耀玻璃工业集团股份有限公司创始 人、终身荣誉董事长,福建福耀科技 大学创办人曹德旺现身 2024企业家博 鳌论坛。78岁的他精神攫铄,举止从 型 -- 不仅在王论坛致辞、接受采访 与嘉宾交流,还在农家乐用餐时提醒 大家"一定要光盘"。 面对当前企业发展中遇到的挑战,他 分享见解:市场经济的特色在于动态 中求得平衡,不要把短期变化当作长 期趋势,企业家们要坚定信心、乐观 应对。 the state the state of the state of the st 知果你的目的只是急功近 利赚钱,只会被市场和消 幕者抛弃 Cl 4571 0 NK (这句话是谁说的?下滑查看) 童 明 球 "我们要坚守什么?是赚快钱还是赚 慢钱?是贪图一时之快,还是坚守企 业社会责任?"珠海格力电器股份有 限公司董事长董明珠在2021 ...
全球瞭望丨刚果(布)经济学家:中国“十五五”规划将为刚中合作开辟广阔前景
Xin Hua She· 2025-11-21 02:10
在"十五五"期间,中国将大力发展人工智能、可再生能源等领域,这将为刚果(布)承接技术转 移、发展本地制造业创造新的机遇。 此外,中国积极推进碳达峰碳中和,这也将有助于刚中两国在水电、太阳能等领域开展合作。相关 合作有望促进刚果(布)农村地区的电气化建设。 新华社布拉柴维尔11月20日电(记者郑扬子)刚果(布)通讯社新闻网站日前播发对刚果(布)经 济分析与政策研究中心主任、经济学家沃尔夫·穆费雷的专访。文章认为,中国"十五五"规划将为刚中 合作开辟广阔前景。文章摘要如下: 中国"十五五"规划将为刚果(布)提供全新的经济与技术合作机遇。"十五五"规划建议把创新、现 代化产业体系和绿色转型放在重要位置,体现了中国经济发展模式向提升质量、科技自主等方向的转 变。这有望推动刚中长期合作关系的发展,特别是在能源、工业和基础设施等领域。 "十五五"规划建议还强调坚持开放合作,南南合作将为刚果(布)开辟新的融资渠道,推动其更好 地融入全球经济网络。 人才培养为刚中两国新一轮合作提供关键支撑。两国在技术培训、高校合作、建设联合科研中心等 方面的合作,将助力刚果(布)经济多元化发展。 ...
中信证券轻工制造2026年度策略:反内卷、创新与出海将成发展主线
Zhi Tong Cai Jing· 2025-11-21 00:45
中信证券发布研报称,2025年Q1-Q3轻工板块收入、利润承压,但其中造纸、包装印刷率先修复,符合 年中的判断。展望2026年,反内卷、创新与出海将成为轻工行业的发展主线。国内市场,反内卷是主旋 律,造纸行业预计底部改善,金属包装行业将迎来春天。AI技术(AI眼镜、AI玩具等)将为行业注入新活 力,而传统赛道的新势能也值得关注,如IP消费、产品的跨界融合与功能性升级;国际市场,产能出海 步入提效阶段,具有性价比优势、技术优势的品牌出海将是重中之重。 中信证券主要观点如下: 业绩回顾:板块整体承压,造纸、包装印刷率先修复。 2025Q1-Q3家居板块净利润由正转负,板块盈利端压力较大;文娱轻工板块营业收入与净利润降幅Q3较 Q2均有所收窄;造纸板块盈利Q1亏损、Q2高增,Q3实现大幅增长,提前于收入修复;包装印刷板块 2025Q1-Q3营业收入同比增长9.6%,净利润同比增长12.7%,表现最亮眼。 展望一:反内卷改善行业供需格局。 金属包装:迎来行业春天。2025年奥瑞金(002701)收购中粮包装后,行业CR3集中度70%以上,我们 预计2026年二片罐行业总产能有望下降至约760亿罐,行业需求有望提升至接 ...
中信证券:2026年度造纸行业预计底部改善 金属包装行业将迎来春天
Xin Lang Cai Jing· 2025-11-21 00:29
中信证券发布2026年度轻工制造策略研报称,2025年第一季度至第三季度轻工板块收入、利润承压,但 其中造纸、包装印刷率先修复,符合中信证券年中的判断。展望2026年,"反内卷"、创新与出海将成为 轻工行业的发展主线。国内市场,"反内卷"是主旋律,造纸行业预计底部改善,金属包装行业将迎来春 天。AI技术(AI眼镜、AI玩具等)将为行业注入新活力,而传统赛道的新势能也值得关注,如IP消 费、产品的跨界融合与功能性升级;国际市场,产能出海步入提效阶段,具有性价比优势、技术优势的 品牌出海将是重中之重。 ...
中信建投万字报告!展望2026年经济、债市、全产业链投资策略
Sou Hu Cai Jing· 2025-11-20 23:47
Group 1: Investment Strategies Overview - CITIC Securities released a comprehensive report on investment strategies for 2026, covering global capital markets, macroeconomic policies, A-shares, overseas markets, bond markets, asset allocation, and industry investment strategies [1] - The report includes insights from 19 research teams and spans approximately 30,000 words [1] Group 2: Pharmaceutical and Biotech Investment Strategies - The Chinese pharmaceutical industry is entering a critical phase characterized by "innovation realization + global layout," supported by population and domestic demand, as well as manufacturing capabilities [3][4] - The industry needs to focus on internal supply chain security and compliance while exploring diversified international expansion [3] - Key investment opportunities for 2026 include innovation commercialization, global breakthroughs, policy optimization, and industry mergers and acquisitions [3][5][6] Group 3: Medical Device Investment Strategies - The medical device sector is expected to see performance improvements in 2026 due to policy easing, new product launches, and international expansion [14] - The long-term investment opportunities in this sector stem from innovation, internationalization, and mergers and acquisitions [14] - The industry is witnessing a shift towards high-value consumables and innovative technologies such as brain-computer interfaces and AI in healthcare [14][15] Group 4: Consumer Healthcare and Bioproducts - The traditional Chinese medicine sector is expected to recover from short-term pressures, with improved demand anticipated by year-end [9] - The blood products industry is focusing on supply growth and consolidation, with significant demand for immunoglobulin and factor products [10] - The vaccine sector is under pressure but is expected to improve with new product sales and international expansion [10] Group 5: Banking Sector Investment Strategies - The banking sector is expected to continue its weak recovery in 2025, with a focus on high dividend strategies [25][26] - The sector's fundamentals are stabilizing, with credit growth projected at 7%-8% and non-interest income expected to improve [26] - High dividend yield strategies are favored, particularly for state-owned banks and those with solid fundamentals [27] Group 6: Wealth Management and Financial Products - The wealth management sector is entering a phase of product transformation and structural optimization, with an expected growth rate of 10% in 2026 [28][33] - The focus is on multi-asset and multi-strategy products, with a significant increase in mixed product offerings anticipated [29][30] - The integration of AI and digital technologies is expected to enhance risk management and operational efficiency in wealth management [30] Group 7: Non-Banking Financial Institutions - The securities industry is poised for a new growth cycle, driven by policies that enhance capital market inclusivity and adaptability [35][36] - The industry is experiencing a shift from self-operated models to collaborative, light-asset business strategies [36][37] - The internationalization of Chinese securities firms is gaining momentum, providing new opportunities for growth [38][39] Group 8: Insurance Sector Trends - The insurance industry is expected to undergo significant changes during the "14th Five-Year Plan" period, focusing on balancing interests among insurers, channels, and customers [43][44] - Key trends include the transformation of savings products, innovation in health insurance, and the development of new distribution channels [43][44] - The sector is anticipated to benefit from improved performance and valuation recovery, presenting investment opportunities [43][44] Group 9: Food and Beverage Sector - The food and beverage sector is recovering from a prolonged downturn, with a focus on premium products like liquor and health-oriented snacks [48][49] - The liquor industry is expected to stabilize as consumer confidence improves, with a focus on high-quality brands [49][50] - The snack and beverage segments are seeing growth driven by health trends and innovative product offerings [52][53]
“数”说中国创新大工场“世界之最” “场景+技术”迭代融合催生多元消费场景
Yang Shi Wang· 2025-11-20 03:59
央视网消息:超大规模市场的巨大需求与多元场景,不仅是产业升级的"试金石",更是创新活力的"孵化器",为各类创新成果提供了广阔 的转化空间和迭代土壤。依托这一独特优势,中国在基础研究、技术突破、企业培育等多个创新领域取得突破,彰显中国创新的硬核实力和巨 大潜力。 中国是全球人工智能专利最大拥有国,占比达60%。 2024年,中国在各学科"最具影响力期刊"发表论文15067篇,占世界总量35.2%,排名全球第一。 2024年,中国新增全球独角兽500强企业32家,新增数量位居全球之首。 中国拥有26个全球百强科技创新集群,数量稳居全球第一。 截至2024年,中国高新技术企业超过50万家,总量位居世界首位。 企业负责人李京光表示,他们是第一批尝试者,应该是清洁能源里面的开拓者,意味着用这种耦合技术或者一体化技术,可以把新能源变 成"绿色石油"。 要突破从绿电到绿氨的世界级难题,就要解决新能源的波动性和绿氨生产连续性的匹配问题,让每一度绿电都能被高效利用,绿氨的生产还要 达到国际要求的碳排放标准。 这里是吉林松原全球最大的绿色氢氨醇一体化项目,这也是目前全球规模最大的"绿色石油"生产基地。上游的风电光伏在这里被加工成 ...