双引擎战略

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不当“性价比之王”,小米杀入升咖高端局
He Xun Wang· 2025-06-13 07:44
01 像乔布斯一样 向苹果看齐,是雷军大学时代就怀有的梦想。在武大的图书馆里,雷军看了一本叫《硅谷之火》的书, 开始琢磨"像乔布斯一样,办一家世界一流的企业"。 此时,出身湖北仙桃的雷军,考入武大计算机系不久,对编程充满了热情。在距离美国加州苹果总部1 万公里远的湖北,在信息尚不发达的1987年,雷军就这样押中了科技这个巨大的时代红利。 自研"玄戒O1"芯片,把小米作为科技企业的意义拉升了一个层次;造车书写了新的商业故事,然而SU7 的高速事故又让小米深陷阴霾,就连华为的余承东都要明着内涵小米"不顾安全吹牛皮"。 如果说这是一场走钢丝,看台下掌声雷动,有衷心喝彩的,就有看热闹的,其中风险只有雷军自己知 道。 雷军,是网友们亲封的"雷布斯、雷斯克",直接对标苹果乔布斯和特斯拉马斯克。但他现在的处境,就 像在高空中走钢丝,手握平衡杆,一头承载"芯片",一头肩负"造车"。 和高考类似,关于他后来的很多关键选择,《雷军传》是这么总结的: "雷军不是未卜先知的天才,却 是擅长布局的围棋高手,顺势而为,行棋无悔。" 如果你是米粉,一定对雷军2年时间修完大学4年学分的故事不陌生。剩下的时间雷军也没闲着,校内包 揽各类奖学金 ...
每周股票复盘:中曼石油(603619)2024年国内外勘探进展显著
Sou Hu Cai Jing· 2025-05-24 15:09
Core Viewpoint - Zhongman Petroleum has made significant progress in exploration and resource accumulation in both domestic and international projects, while actively addressing risks associated with international oil price fluctuations through strategic measures and digital transformation initiatives [1][2][3]. Group 1: Company Performance and Market Position - As of May 23, 2025, Zhongman Petroleum's stock closed at 17.23 yuan, down 0.4% from the previous week, with a total market capitalization of 7.966 billion yuan, ranking 6th in the oil service engineering sector [1]. - The company reported a substantial increase in cash reserves, reaching 2.542 billion yuan by the end of 2024, reflecting a year-on-year growth of 103.39% [3]. Group 2: Exploration and Resource Development - In 2024, Zhongman Petroleum achieved exploration progress in the domestic Wensu block and overseas projects in Iraq, with geological reserves estimated at approximately 133 million tons across multiple oil fields [1][2]. - The company has reported newly confirmed geological reserves of 13.2342 million tons of oil and 1.402 billion cubic meters of natural gas in various fields, with significant reserves in the Iraq EBN and MF blocks projected to reach 1.808 billion tons of oil [1][2]. Group 3: Strategic Initiatives - Zhongman Petroleum has developed multiple measures to mitigate risks from international oil price volatility, leveraging its integrated business model and low-cost competitive advantages to maintain profitability [2][3]. - The company is committed to deepening its "resource + technology" dual-engine strategy, focusing on building a resource reserve system that is rooted domestically while extending its reach internationally [2][3]. - The company plans to accelerate the development of the Iraq EBN and MF blocks and enhance exploration efforts in the Wensu block to increase production [2][3]. Group 4: Communication and Disclosure - Zhongman Petroleum emphasizes the importance of high-quality information disclosure and investor communication, continuously improving transparency and readability of its reports [2].
中曼石油:5月15日召开业绩说明会,投资者参与
Zheng Quan Zhi Xing· 2025-05-20 10:47
答:您好!公司拥有丰富的油气资源,通过已有区块勘探发现和竞标新区块持续提升资源量,形成有效接 替。公司温宿区块、哈萨克斯坦坚戈油田、岸边油田三个油田,经中哈两国主管部门批复及知名储量评估 机构落实的地质储量规模为约1.33亿吨,其中温北油田温7区块探明石油地质储量3,011万吨。柯柯牙油 田、红旗坡油田、赛克油田合计新申报探明石油地质储量1,323.42万吨,天然气探明储量14.02亿方;哈萨 克斯坦坚戈油田合计C1+C2地质储量为7,853.50万吨;岸边油田储量经评估约2,523.20万吨;伊拉克EBN区 块、伊拉克MF区块预测石油地质储量和资源量合计达18.08亿吨,预测溶解气储量合计达2,009亿立方米。 柯柯牙油田、红旗坡油田、赛克油田新申报储量及伊拉克两个区块预测储量和资源量均为2024年新增,感 谢您对公司的关注。 证券之星消息,2025年5月20日中曼石油(603619)发布公告称公司于2025年5月15日召开业绩说明会。 具体内容如下: 问:根据年报披露,公司2024年在国内温宿区块及海外伊拉克项目均取得勘探进展。能否具体说明当前已 探明油气储量的同比变化情况? 问:今年国际油价下跌幅度很大 ...
CSF文化会2025开展倒计时!聚焦全球文具新势能
Jiang Nan Shi Bao· 2025-05-20 07:42
Core Insights - The CSF Cultural Conference 2025 is set to take place from June 11-13 at the Shanghai New International Expo Center, gathering over 1,000 brands and attracting more than 60,000 attendees, marking a significant event in the stationery and office supplies industry [1] - The conference aims to activate the trillion-level industry ecosystem through a dual circulation strategy, enhancing both domestic and international trade opportunities [1] Domestic and International Trade Strategy - The "dual engine" strategy focuses on leveraging a 70-year-old buyer database to connect with local channel giants while reaching out to global buyers, particularly in emerging markets like Southeast Asia, as well as Japan, South Korea, Europe, and North America [1] New Product Launches - The conference will serve as a premier platform for new product launches, with numerous innovative products set to debut, including a fully automatic pencil sharpener and an AI science machine by Tianwen Stationery [3] Thematic and Customization Highlights - The event will feature a new character, Xiaowenzi, who will engage with attendees and promote limited edition items, reflecting the trend towards youth-oriented customization [4] - The CSFxSJ Market will showcase over 1,000 square meters of creative market space with 160 booths, including DIY areas and workshops, enhancing the interactive experience for attendees [4] ESG Initiatives - The conference emphasizes sustainability and environmental responsibility, incorporating digital solutions to reduce paper usage and promoting a "paperless" exhibition experience [4] Additional Attractions - The event will also include various activities such as children's color trend releases, special sales of imported stationery, and collaborations with well-known influencers [5] Conclusion - The CSF Cultural Conference 2025 is positioned as a pivotal event for the global stationery and office supplies industry, offering a platform for innovation and market expansion [6]
浙江力诺(300838) - 2025年05月12日投资者关系活动记录表
2025-05-12 11:50
证券代码:300838 证券简称:浙江力诺 浙江力诺流体控制科技股份有限公司 投资者关系活动记录表 | | 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 | 浙江力诺 2024 年度业绩说明会采用网络远程方式进行,面向全 | | 人员姓名 | 体投资者 | | 时间 | 年 月 日(周一)15:00~17:00 2025 5 12 | | 地点 | 公司通过全景网"投资者关系互动平台"(https://ir.p5w.net)采 | | | 用网络远程的方式召开业绩说明会 | | | 董事长兼总经理:陈晓宇 | | 上市公司接待人 | 副总经理、董事会秘书:冯辉彬 | | 员姓名 | 副总经理、财务总监:李雪梅 | | | 独立董事:黄志雄 | | | 1、你们行业本期整体业绩怎么样?你们跟其他公司比如何? | | | 答:尊敬的投资者,您好!本期公司整体趋势与同行业基本一致。 | | | 公司因受多晶硅及锂 ...
博实乐教育(BEDU.US)Q2营收下降10%利润大增200% 留学咨询业务成亮点
智通财经网· 2025-04-28 13:20
毛利润为1,320万英镑,上年同期为1,500万英镑。毛利率为30.0%,上年同期为30.8%。 智通财经APP获悉,教育服务公司博实乐教育(BEDU.US)于美东时间4月28日盘前公布了2025财年第二 季度财报。数据显示,持续经营业务的总收入为4384万英镑(约合5520万美元),上一财年同期为4853万 英镑。持续经营业务的净利润从去年同期的100万英镑大幅增长223.6%,达到320万英镑(约合403万美 元)。调整后持续经营业务净利润从去年同期的130万英镑增长179.5%至350万英镑。 其中,学校业务收入为2660万英镑,相比上一财年同期的2730万英镑有所下降。留学咨询业务收入同比 增长6.2%,达到1190万英镑。 持续经营业务的营业利润为230万英镑,同比增长7.2%。调整后持续经营业务营业利润从去年同期的 250万英镑增长8.1%,达到270万英镑。 在运营方面,截至2025年3月31日,我们的学生总入学人数保持稳定,达到2669人。值得一提的是,本 季度美国学校每位学生的收入同比显著增长14.2%,这充分彰显了我们的高端定位和运营效率。 与此同时,我们在全球主要市场的招生工作持续发力, ...
九洲集团2024 年营收增长 22.09% 坚守双引擎战略迈向绿色高质量发展
Zheng Quan Shi Bao Wang· 2025-04-23 15:03
Core Viewpoint - Jiuzhou Group reported a revenue of 1.481 billion yuan for 2024, representing a year-on-year growth of 22.09%, despite facing significant challenges that led to a net loss of 545 million yuan [1] Group 1: Smart Grid Business - The smart grid segment generated revenue of 486 million yuan, a year-on-year increase of 20.26% [2] - Jiuzhou Group has established a comprehensive product system in the smart grid field, including high and low voltage switchgear, smart transformers, and energy storage systems, supported by 234 patents [2] - The company has deepened cooperation with major international brands like Schneider, Siemens, and ABB, enhancing product quality and technology [2] Group 2: New Energy Business - The new energy segment saw a significant increase, with installed wind power capacity growing by 68% to 246,000 kW, and total renewable energy generation exceeding 1.08 billion kWh [4] - Jiuzhou Group has over 1,000 MW of new energy projects in various stages, with a total annual grid-connected power generation exceeding 25 billion kWh [4] - The company is expanding its presence across multiple provinces, establishing a national development pattern [4] Group 3: Comprehensive Energy Services - The comprehensive energy services segment achieved revenue of 479 million yuan, a substantial increase of 60.30% [5] - The company focuses on decentralized wind power, energy storage, and heating, creating a clean energy system with multiple energy sources [5] - Jiuzhou Group's comprehensive energy projects total nearly 460 MW, primarily concentrated in key counties in Heilongjiang Province [6] Group 4: Future Outlook - Jiuzhou Group aims to enhance its operational efficiency and product value through digital transformation and collaboration with state-owned enterprises [6] - The company plans to promote the integration of wind power, energy storage, and heating applications in various scenarios, striving to establish exemplary green low-carbon projects [6] - The strategic focus will remain on the dual engines of renewable energy and smart equipment manufacturing to drive high-quality development [6]