这些亮眼数据的背后，离不开大湾区强大的制度创新与协同发展优势。 "粤港澳大湾区的区域协同机制打破了行政区划壁垒，促进了创新要素的自由流动和产业区域分工的形 成，扩大了市场规模。这些为独角兽企业的发展提供了创新人才、科技、资本、信息以及市场等巨大空 白，从而加速了独角兽企业的兴起与发展。"赛迪华南智创中心主任龚佳勇对南方财经记者表示。 独角兽背后的协同生态 大湾区的全球独角兽，"硬科技"属性突出。 南方财经记者吴佳霖 广州报道 日前，胡润研究院发布《2025全球独角兽榜》。所谓全球独角兽，是指那些成立于2000年后、估值10亿 美元以上的非上市公司，少部分估值超100亿美元。 一个国家或地区的独角兽企业越多，代表它的创新能力越强，创业生态越完善。 粤港澳大湾区是其中的佼佼者。数据显示，全球独角兽1523家，美国企业数量第一，中国位列第二。大 湾区独角兽数量就达到72家，占全国21%。大湾区全球独角兽有几大特点：分布集中，主要在深广两 市，分别有37家、24家；名次靠前，有SHEIN、微众银行、荣耀、OPPO与vivo共计5家企业冲进了全 国前十；"硬科技"突出，深圳"硬科技"属性企业占比超80%，广州也超50% ...

事件：公司发布2025H1 业绩预告，预计实现归母净利润6250-7050 万元，同比增加167%-201%。其中 Q1 归母净利润2800 万，预计Q2 利润3450-4250万元，中位数3850 万元，同比增长1144%。 看好公司未来转型养猪的长期发展空间。公司6 月公告计划以发行股份及支付现金相结合的方式收购7 家生猪养殖相关公司股权，将通过轻资产模式向下游养殖端进行业务拓展。公司有望依托收购标的现有 产能及生产成绩优势实现规模快速扩张，与自身饲料业务协同发展。 点评： 客户结构持续优化，规模场存栏增长带动饲料销量同比高增。25H1，公司利润高增主要系直销渠道合 作的规模化养殖公司存栏量增加，带动公司饲料销量及销售收入同比明显增长。其中，Q1 归母净利润 2800 万，同比+38%，环比+277%，预计Q2 实现归母净利润3450~4250 万元，同比+1115%~+1373%， 增幅走宽。预期下半年公司坏账计提规模将缩减，减值冲回有望提高业绩弹性。 盈利预测与投资评级：我们预计公司2025-2027 年实现营收分别为41.68、48.02、51.60 亿元，实现归母 净利分别为1.64、1.98、2 ...

7月10日，郑州市党政考察团赴洛阳考察学习，深入贯彻习近平总书记在河南考察时重要讲话精神 和关于河南工作的重要论述，落实省委十一届九次全会和省政府专题会议精神，聚焦"两高四着力"，以 郑洛协同发展引领带动都市圈能级加快跃升。省委常委、郑州市委书记安伟，省人大常委会副主任、洛 阳市委书记江凌出席。 江凌代表洛阳市委、市政府对郑州市党政考察团来洛表示欢迎。他说，近年来，郑州国家中心城市 现代化建设开创了新局面，郑州都市圈能级不断跃升。当前，中心城市和城市群正在成为承载发展要素 的主要空间形式。洛阳和郑州山水相连、产业相融、文化相通，经济互补性强、协同关联度高。洛阳将 与郑州一道，深入贯彻习近平总书记重要指示精神，认真落实省委、省政府部署要求，抢抓机遇、完善 机制、加强对接，着力推动交通互联互通、产业分工协作、文化遗产保护、文旅产业高质量发展、公共 服务共建共享等领域合作结出丰硕成果，携手奋进为全省发展大局多作贡献。 考察团先后走进洛轴集团智能工厂、城市阳台、政康苑社区体育公园、隋唐洛阳城国家遗址公园、 龙门石窟，考察学习先进制造业发展、城市更新和公共服务进社区、文化遗址保护利用、文旅融合发展 的经验做法。 安伟表 ...

当前医保支出多以仿药和中药为主，创新药的比例仅为3%，未来创新药商保支付的空间巨大。 中国生物医药快速发展的同时，机遇与挑战并存。面对技术迭代的瞬息万变、资本与产业需求的适配难 题，以及全球竞争格局下的协同困境，生物医药参与方仍需进一步探索破局之道。 在近期举办的陆家嘴金融沙龙上，多位产业界、投资界、学术界专家以"聚势·破局：生物医药产业与资 本的协同发展"为主题进行了深入讨论，分析了中国生物医药在国际所处水平、面临的机遇与挑战，以 及资本的赋能路径。 嘉宾一致认为，国外公司对中国生物医药质量的认可度正在逐步提升，生物医药产业跃升还需多方协 同，比如：政府优化审评审批与支付政策，资本提供长期耐心支持，企业提升全球运营能力，科研机构 强化源头创新。 中国生物技术产业危与机并存 相较美国、欧洲等发达国家，中国在生命科学领域的基础科研处在怎样的水平，中国做Biotech（生物 技术）面临哪些机遇与挑战？在中国创新药快速发展的背景下，这些问题成为市场的关注点。 针对地缘政治和美国药价政策可能对跨国药企与中国药企合作产生的影响，杨樱称，这是一个复杂的问 题，"目前中国和美国的药价存在巨大差异，而美国政府提出的最惠国待遇 ...

Core Viewpoint - The Inner Mongolia Airport Group has significantly improved flight punctuality at Hohhot Airport, achieving a flight release normality rate of 94.66% in the first half of 2025, which is 5.51% higher year-on-year and 2.25 percentage points above the industry average [1][2]. Group 1: Flight Punctuality Performance - Hohhot Airport's flight release normality rate reached 94.66%, with a year-on-year increase of 5.51%, ranking 10th among 62 airports with a passenger throughput of 0.2% or more of the national total [1]. - The average flight release normality rate for branch airports was 96.74%, up 4.55% year-on-year, exceeding the industry average by 4.33% [1]. - The average flight take-off normality rate at Hohhot Airport was 88.11%, surpassing the annual target by 8.11 percentage points [1]. Group 2: Management and Operational Improvements - The Inner Mongolia Airport Group has focused on enhancing flight normality management by sharing effective measures among airports and optimizing data statistics methods [2]. - The overall flight normality data for all airports improved significantly, with an average flight release normality rate exceeding the industry level by 3.29 percentage points [2]. Group 3: Strategic Integration and Collaboration - In April 2025, Hohhot Airport applied to join the Beijing-Tianjin-Hebei Transportation Coordination Committee platform to enhance flight normality and operational efficiency [3]. - The application was approved, and the North China Air Traffic Management Bureau was tasked with organizing efforts to improve Hohhot Airport's release efficiency [3]. - Joining the platform allows Hohhot Airport to integrate into national strategies, share regional resources, and enhance collaborative decision-making [3]. Group 4: Leadership and Initiatives - Hohhot Airport has taken a leading role in flight normality management, organizing operational coordination meetings and linking various operational units [4]. - The airport implemented several innovative measures, such as monitoring critical release times and maintaining TOBT data, which contributed to its success [4]. - The achievements in flight normality are attributed to the implementation of detailed measures and the collective efforts of the staff [4].

会议在 鑫椤资讯总经理连萍女士 的致辞中拉开帷幕。她指出 固态电池，凭借固态电解质替代液态电解液的核心突破，以高能量 密度、高安全性、高低温适应性、长循环寿命的优势，成为全球能源科技竞争的 "战略必争之地"。 随着 2028年的临近，固态 电池已从"技术选项"变为"生存刚需"。 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 据鑫椤资讯统计， 2024年中国固态/半固态电池产量已达5. 1 GWh， 预计 2028年将达到29.2 GWh 。 这一数字背后，是产业 界对技术变革的押注，更是人类对可持续能源未来的共同向往。 在这种对固态电池的呼声之中， 2025年7月9日， 由鑫椤资讯主办的 2025（ 第三届 ） 中国固态电池技术发展与市场展望高峰 论坛在上海隆重举行。 本次论坛汇聚了国内外固态电池领域的顶尖专家、学者及企业代表，共同探讨固态电池技术的最新进展、 市场应用前景及面临的挑战。 固态电池技术最新进展 I C C S I N O 1. 全固态电池工程技术难点攻克 国联汽车动力电池研究院创新事业部的杨容 副总经理 详细阐述了全固态电池在关键材料、电池设计及工 ...

Core Viewpoint - The A-share market experienced an overall upward trend, with significant activity in the real estate and financial sectors, as the Shanghai Composite Index reached a new high since October 9, 2024, closing up by 0.48% [1] Real Estate Sector - Real estate stocks surged in the afternoon, with notable performances from companies like Nanshan Holdings and Huaxia Happiness, both hitting the daily limit [4][6] - The Ministry of Housing and Urban-Rural Development emphasized the importance of promoting stable and healthy development in the real estate market, advocating for tailored policies to enhance effectiveness [6][7] - Debt restructuring among real estate companies has accelerated, with Dragon Light Group completing a significant bond restructuring involving a total principal balance of 21.96 billion [7] Financial Sector - The financial sector remained active, with several bank stocks, including Industrial and Commercial Bank of China, reaching historical highs [10] - A collaborative event aimed at developing a new model for industrial investment and financing was held, highlighting the comprehensive financial services offered by institutions like Zhongyou Capital [10] - Analysts noted a strong growth trend in brokerage firms, driven by increased trading volumes and favorable market conditions [10] Silicon Energy Sector - The silicon energy sector saw significant gains, with Silicon Treasure Technology rising over 18% [12] - Reports indicated that multiple silicon wafer companies have raised their prices, with increases ranging from 8% to 11.7% [14] - In the futures market, the main contract for polysilicon surged past 40,000 yuan per ton, reflecting a tightening supply outlook [15]

6、近期是否有股权激励计划 公司于 2015 年实施限制性股票激励计划、2021 年实施第一期员工持股计 划，近期暂无股权激励计划；未来也将根据实际情况考虑安排新的股权激 励计划。 证券代码：002562 证券简称：兄弟科技 兄弟科技股份有限公司投资者关系活动记录表 编号：2025-003 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | ■现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及 | 国泰海通、杭州东方嘉富资产、中建投信托、青岛城投城金集团、上海复 | | 人员姓名 | 星高科技集团、财通基金、西部证券等投资机构 | | 时间 | 2025 年 7 月 9 日 13:30-16:30 | | 地点 | 公司总部一楼会议室，海宁基地 | | 上市公司接待人 | 董事长钱志达 | | | 财务负责人兼副总裁 张永辉 | | 员姓名 | 董事会秘书 钱柳华 | | | 一、公司基本情况介绍 | | | 主要由董事会秘书钱柳华从发展历程、主要产品及应用 ...

区域经济发展如此之好，关键在于精准把握产业脉搏，以创新实践破解发展难题。今年5月，商务部印 发的《深化国家级经济技术开发区改革创新 以高水平开放引领高质量发展工作方案》明确提出，要因 地制宜发展新质生产力、提升开放型经济水平。这为国家级经开区的发展指明了方向，也与杭州湾上虞 经开区的发展路径不谋而合。 一次次产业升级的蝶变、一家家出海拓市的企业，汇聚成高质量发展的澎湃动能。如今的杭州湾上虞经 开区，已集聚1846家企业，其中规模以上工业企业达351家。2024年，经开区实现总产值2576.2亿元， 同比增长6.9%，勾勒出区域发展的曲线。 日月递嬗，盛貌日新。行走在杭州湾上虞经济技术开发区，蓬勃发展的生动图景徐徐铺展：昔日破土抽 枝的工业新苗，如今已长成枝繁叶茂的产业森林；曾经扎根一隅的本土企业，正蜕变为逐浪全球的外贸 劲旅。这片充满活力的热土，处处跃动着跨越发展的强劲脉搏。 创新谋发展 先进材料产业加速前进 在世界百年未有之大变局加速演进的时代背景下，杭州湾上虞经开区正面临产业结构不均衡、经济效益 亟待突破等多重挑战。如何在变局中开新局、于挑战中寻机遇，成为推动经开区实现高质量发展的关键 命题。 面对产业升 ...

Industry Overview - The material handling machinery industry primarily involves equipment used for loading, transporting, lifting, stacking, and storing materials within enterprises such as ports, stockyards, mines, and commercial warehouses [1][2] - The industry can be categorized into several functional types, including lifting machinery, conveying machinery, loading and unloading machinery, feeding machinery, logistics storage equipment, and mechanical parking equipment [2] Current Market Situation - The Chinese economy has faced multiple pressures, leading to a decline in the manufacturing sector, with the manufacturing PMI index remaining below the critical value from May to September 2024 [4][6] - The material handling machinery industry has experienced a continuous decline in revenue, dropping from 742.8 billion yuan in 2022 to 717.7 billion yuan in 2023, and further down to 696.3 billion yuan in 2024 [6] - The total profit for the industry in 2024 is projected to be 46.6 billion yuan, a year-on-year decrease of 4.7%, with a profit margin of 6.7%, down by 0.1 percentage points [6] Trade Dynamics - The international standing of China's material handling machinery has improved, with export values steadily increasing and import values significantly decreasing, resulting in a long-term trade surplus [10] - In 2024, the export value of the material handling machinery industry reached 32.953 billion USD, a year-on-year increase of 15.25%, while imports amounted to 2.8 billion USD, a decrease of 13.53% [10] - For the first five months of 2025, exports were 14.333 billion USD, up 9.40%, and imports were 1.07 billion USD, down 3.96%, maintaining a trade surplus of 13.315 billion USD [10] Development Background - The material handling machinery industry is supported by a robust manufacturing sector, which is crucial for China's economic strength and international competitiveness [4] - The manufacturing value added reached 33.55 trillion yuan in 2024, accounting for 24.9% of the GDP, indicating significant growth potential for the material handling machinery sector [4] Technological Innovation - Technological innovation is identified as the core driving force for the industry's transformation and upgrading, with companies expected to increase R&D investments to develop more efficient, intelligent, and environmentally friendly machinery [20] - The integration of advanced technologies such as IoT, big data, and artificial intelligence is promoting the shift towards smart, remote monitoring, and maintenance solutions in material handling machinery [20] Industry Trends - The integration and collaboration within the industry chain are becoming key to enhancing overall competitiveness, with a focus on resource sharing and optimizing resource allocation [21] - The "Belt and Road" initiative is encouraging the material handling machinery industry to embrace globalization, expanding overseas markets and exporting advanced technologies and products [22]