国家战略导向
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中上协发布丨2025年A股上市公司市值表现报告:5469家A股上市公司总市值123万亿元
Xin Lang Cai Jing· 2026-01-05 09:37
登录新浪财经APP 搜索【信披】查看更多考评等级 专题:专题:价值重估 行稳致远——年终盘点&2026资本市场展望 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 2024年以来,随着新"国九条"和上市公司市值管理指引等政策及法规的出台,我国市值管理制度逐步向 规范化、制度化、体系化推进,上市公司对市值管理的关注和重视程度日益提升。为客观反映2025年A 股上市公司市值表现,中国上市公司协会依据公开数据对相关情况进行分析总结,供市场各方参考。 一、上市公司市值表现总体情况 2025年,我国市值管理制度从理念倡导走向制度化、体系化、实践化,资本市场呈现以下特点和趋势: 一是市值表现反映国家战略导向。2025年,在集成电路、人工智能、高端制造、生物制造等涉及国家战 略的新兴产业和重点领域,上市公司市值表现较为突出。市值增长成为科技创新实力与产业升级成果的 客观映射,推动资源要素配置与国家中长期战略同频共振。 二是政策指引更加体系化和精准化。近年来,监管部门陆续出台系列政策文件,并购重组、现金分红、 股份回购等制度不断完善,优化上市公司开展市值管理工作的"工具箱",引导上市公司关注自身投资 ...
抓住调整机遇 理性选择新赛道
Guang Xi Ri Bao· 2025-06-13 02:06
Core Insights - The 2025 college entrance examination in Guangxi has concluded, shifting focus to the enrollment process for tens of thousands of candidates and their families [2] - Universities in Guangxi are actively optimizing their academic programs and talent cultivation models in response to national strategic directions and local economic needs [3][4] Group 1: Academic Program Adjustments - The Ministry of Education has released a new directory for undergraduate programs, adding 29 new majors including artificial intelligence, carbon neutrality, and digital governance, reflecting a clear alignment with national strategies and technological innovation [4] - Guangxi University has introduced three new undergraduate programs: artificial intelligence, data computing and application, and smart agriculture, with a focus on integrating market demands and regional industry needs [4] - Guangxi Normal University has made significant adjustments, adding two new majors in education and industrial design while discontinuing seven others, aiming to align its programs with social and economic development [5] Group 2: Enrollment Trends - Nanning Normal University plans to reduce its enrollment by 1,400 students to optimize its program structure, while introducing two new majors in atmospheric science and sports training [6] - Guangxi Medical University has expanded its enrollment in core medical programs by 340 students and added 50 in midwifery, responding to the growing demand for healthcare professionals [7] - Guangxi University of Chinese Medicine has also increased its enrollment by approximately 250 students, introducing new programs that emphasize traditional Chinese medicine while expanding collaborative education paths [8] Group 3: Vocational Education Focus - Guangxi's vocational colleges, particularly those in the "Double High Plan," are adjusting their programs to align closely with emerging industry needs, such as international trade and smart logistics [9][10] - Nanning Vocational Technical University has added four new undergraduate programs, integrating artificial intelligence into its curriculum to enhance students' digital skills [9] - Liuzhou Vocational Technical University continues to focus on manufacturing-related programs, reflecting the region's industrial strengths and strategic initiatives [10] Group 4: Strategic Enrollment Considerations - The overall strategy for 2025 emphasizes aligning academic programs with key regional industries and emerging sectors, such as new generation information technology and biomedicine [11] - Students and parents are advised to consider future employment prospects and development opportunities when selecting majors, utilizing resources like the annual employment quality report [11][12] - The enrollment strategy suggests pairing "popular new majors" with "regional specialty majors" to optimize chances of admission and career success [12]