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几内亚比绍总统感谢中方宝贵援助
Xin Hua She· 2025-11-22 03:22
新华社比绍11月21日电(记者 司源)几内亚比绍总统恩巴洛21日在首都比绍出席中国援助几比机 场安检设备交接仪式,对中方给予的宝贵援助表示衷心感谢。 恩巴洛在致辞中指出,此次援助不仅将显著提升几比机场服务现代化水平,也是两国深厚友谊的重 要象征,对加强几比航空安全具有重大意义。 据中国驻几内亚比绍大使馆介绍,此次中方向几比援助的多功能安检设备集安全检查、智能成像、 人工智能和大数据分析等多项功能于一体,相较传统设备检查效率更高,对危险品和违禁品的自动识别 更加精准。设备投入使用后,将有助于比绍奥斯瓦尔多·维埃拉国际机场提升数字化、智能化管理水 平。 几内亚比绍总理布赖马·卡马拉、交通部长马西亚诺·席尔瓦·巴尔贝罗等政要以及中几比各界代表出 席活动。中国驻几内亚比绍大使杨仁火与巴尔贝罗签署设备交接证书,并同恩巴洛共同为安检设备剪 彩。 ...
10.4%、新高!从10月份用电量增速看经济发展积极信号 新增长点涌现
Yang Shi Wang· 2025-11-21 09:54
央视网消息:国家能源局11月21日发布用电量数据显示,10月份,全社会用电量8572亿千瓦时,同比增长10.4%。 10月份,全社会用电量8572亿千瓦时,同比增长10.4%,今年以来首次单月增幅超过10%。 专家解读:10月份用电量增速为何创出年内新高 用电量数据也被称为反映经济变化的"晴雨表"之一,从刚刚国家能源局发布的数据中可以看到,10月份用电量增速达到了两位数,创下年 内新高,10.4%的增速背后可以看出经济社会什么变化?来看专家的解读。 分产业看,第一产业用电量120亿千瓦时,同比增长13.2%;第二产业用电量5688亿千瓦时,同比增长6.2%,其中,工业用电量同比增长 6.4%;第三产业用电量1609亿千瓦时,同比增长17.1%,其中,批发和零售业、信息传输、软件和信息技术服务业增长较快;从居民用电量 看,10月份城乡居民生活用电量1155亿千瓦时,同比增长23.9%。 从产业看,第一产业中,畜牧业和渔业用电量均实现两位数增长。近年来,农林牧渔业电气化水平持续提升,现代化设施农业大量应用, 大棚取暖照明、农业灌溉、收割脱粒、电动投食器、鱼塘加氧等场景的使用,推动一产用电量持续较快增长。 第二产业 ...
美股跳前深蹲中?城堡证券:标普500年底有望冲击7000点
Zhi Tong Cai Jing· 2025-11-21 09:04
城堡证券(Citadel Securities)股票及股票衍生品策略主管Scott Rubner预测,继一轮"健康"的回调之后,标 普500指数将出现强劲反弹,该指数到年底有可能达到7000点。据这位策略师称,其增长动力来自市场 布局以及有利的季节性因素的共同作用。 采用量化模型、大数据分析和算法驱动策略进行投资的系统化投资者是Rubner密切关注的一个重要群 体,因为他们"显然已进入风险规避阶段",在近期市场疲软期间减少了股票持仓。据这位策略师称,这 些自动化的资金外流在接下来的几天内仍可能会持续大量发生,之后才会完全消退,这或许会缓解市场 的抛售压力。城堡证券持续观察到强劲的散户参与情况,在过去四周里,资金流动"明显倾向于买方"。 根据Rubner的分析,近期市场的回调为强劲的复苏创造了有利条件,多种看涨因素将在接下来的几个月 里共同推动股价上涨。这些积极的推动因素包括散户交易员持续的需求以及在感恩节假期来临前机构投 资者持仓量的减少,这使得这些大型投资者有了更多空间来重新调整持仓。 Rubner写道:"在近期的市场波动中,散户投资者表现出了惊人的韧性,他们仍被视为2025年'最重要的 需求来源之一'。" ...
千禧年、世坤、Two Sigma等全球顶级量化,走出了哪些中国量化大佬?(附美股持仓)
私募排排网· 2025-11-21 03:36
Core Insights - The rapid development of artificial intelligence technology has made quantitative trading an essential investment tool in major overseas capital markets, with over 70% of U.S. stock trading driven by algorithms, a figure that continues to rise [2] - Major global quantitative trading firms, such as Millennium, WorldQuant, Two Sigma, Citadel, D.E. Shaw, and Bridgewater, are expanding at an unprecedented pace, with their latest holdings in U.S. stocks for Q3 now disclosed [3][4] Group 1: Millennium - Millennium Management, founded in 1989, has achieved an impressive record of positive returns in 33 out of 34 years, with only one loss during the 2008 financial crisis [3][4] - The firm employs strict drawdown management, reducing allocated funds by half after a 5% drawdown and liquidating strategies after a cumulative 10% drawdown [3] - Millennium is recognized as a "Huangpu Military Academy" for Chinese quantitative private equity, with many prominent fund managers in China having previously worked there [4] Group 2: WorldQuant - WorldQuant, a major player in global quantitative hedge funds, was established in 2007 as a spin-off from Millennium, focusing on global quantitative analysis [7] - The firm has developed a central knowledge base containing 4 million "alphas" to industrialize the generation of excess returns [7][8] - Several notable Chinese fund managers, including the founders of Jiukun Investment, have previously worked at WorldQuant [8] Group 3: Two Sigma - Two Sigma, founded in 2001, is known for its application of data science and advanced technology in investment, managing assets between $50 billion and $100 billion [11] - The firm has established a wholly-owned subsidiary in Shanghai and has been instrumental in training numerous quantitative talents in China [11][12] - Two Sigma's Q3 holdings reached $67.17 billion, a growth of 18.95% from the previous quarter, with major positions in S&P 500 ETF, Financial ETF, and Consumer Discretionary ETF [13][14] Group 4: Citadel - Citadel, founded in 1990, has become the most profitable hedge fund globally, with cumulative net returns exceeding $65.9 billion [15] - The firm processes approximately $410 billion in trades daily, covering over 11,000 U.S. listed securities [15] - Citadel's Q3 holdings amounted to $657.15 billion, reflecting a 14.09% increase from the previous quarter, with significant positions in S&P 500 ETF and Nasdaq 100 ETF [17][21] Group 5: AQR Capital Management - AQR, established in 1998, integrates academic research with quantitative investment strategies, managing $159.2 billion [23][24] - The firm focuses on a diverse range of investment strategies, emphasizing systematic methods and diversification [23] - AQR's Q3 holdings reached $155.99 billion, a 29.05% increase from the previous quarter, with major investments in Nvidia, Microsoft, and Apple [24][28] Group 6: Renaissance Technologies - Renaissance, founded in 1982 by mathematician James Simons, is renowned for its quantitative trading success, managing over $65 billion [30][31] - The firm has consistently achieved high returns, including significant profits during market downturns [30] - Renaissance's Q3 holdings totaled $75.75 billion, with major positions in Palantir, Nvidia, and Roblox, and a notable increase in Google shares [31][35]
精创电气(920035):新股覆盖研究
Huajin Securities· 2025-11-20 09:43
Investment Rating - The investment rating for the company is "Buy," indicating that the expected return over the next 6-12 months is greater than 15% compared to the relevant market index [33]. Core Insights - The company, Jingchuang Electric, specializes in cold chain intelligent control products and monitoring solutions, with a projected revenue growth of 5% to 15% for 2025, and net profit growth of 0% to 10% [2][30]. - The cold chain logistics industry in China is still in its early stages, with significant room for growth in the penetration of intelligent controllers and monitoring systems [25][27]. - The company has established a strong market position in the cold chain temperature and humidity control sector, holding a market share of 13.13% in China and 4.64% globally as of 2023 [25][27]. Financial Performance - The company achieved revenues of 396.3 million yuan in 2022, 434.5 million yuan in 2023, and is projected to reach 498.8 million yuan in 2024, with year-over-year growth rates of -1.47%, 9.63%, and 14.80% respectively [4][8]. - The net profit for the same years was 48.7 million yuan, 55.4 million yuan, and 58.9 million yuan, with year-over-year growth rates of 70.70%, 13.58%, and 6.42% respectively [4][8]. Industry Overview - The global smart controller market has been growing steadily, with a compound annual growth rate (CAGR) of 5.90% from 2016 to 2021, and is expected to continue this trend [15]. - The cold chain temperature and humidity control market is projected to grow from 5.56 billion USD in 2023 to 8.36 billion USD by 2030, with a CAGR of 6.01% [19]. - The cold chain monitoring market is also expected to see significant growth, with a projected increase from 59.60 billion USD in 2023 to 125.94 billion USD by 2030, reflecting a CAGR of 11.28% [20]. Company Highlights - The company has integrated IoT and cloud computing technologies into its products, creating a comprehensive cold chain safety cloud service platform [27]. - The company has established a global presence with subsidiaries in the USA, UK, Brazil, and Thailand, and has formed partnerships with major clients such as Midea Group and Panasonic [25][27]. - The company plans to invest in two key projects through its IPO proceeds: an intelligent production line upgrade and a smart instrument R&D center [28][29].
2025年中国数据中心能源管理行业政策、产业链、市场规模、细分结构、竞争格局及发展趋势研判:在数据中心容量持续扩张的驱动下,市场保持强劲增长[图]
Chan Ye Xin Xi Wang· 2025-11-20 01:32
内容概要:数据中心的能源消耗主要来自IT设备、数据中心制冷设备、数据中心变配与电源系统、数据 中心其它消耗电能的基础设施,能耗呈现出显著的动态性和波动性特征。受新基建、数字化转型及数字 中国愿景目标等国家政策促进,我国数据中心的需求和数量剧增,数据中心导致的能源消耗和环境污染 问题也变得日益严重。其中,数据中心的IT设备和冷却系统能耗巨大,并且造成大量碳排放。因此,在 数据中心容量持续扩张的驱动下,中国数据中心能源管理市场保持强劲增长。2024年中国数据中心能源 管理市场规模752亿元,其中,供电系统能源管理规模480亿元,占63.83%;热管理系统规模272亿元, 占36.17%;预计2025年中国数据中心能源管理市场规模约1006亿元,其中,供电系统能源管理规模637 亿元,占63.32%;热管理系统规模369亿元,占36.68%。预计未来市场仍保持高速增长趋势。 上市企业:中兴通讯[000063]、高澜股份[300499]、申菱环境[301018] 相关企业:施耐德电气有限公司、伊顿电气、广州豪特节能环保科技股份有限公司华为数字能源技术有 限公司、京佳力图机房环境技术股份有限公司、深圳市英维克科技股份有 ...
王缉慈|中国中小企业的地方集群面面观
Xin Lang Cai Jing· 2025-11-17 03:27
Core Insights - The importance of small and medium-sized enterprises (SMEs) in economic growth and job creation is emphasized, highlighting that isolated enterprises struggle to survive [3][6][8] - The concept of industrial clusters, particularly in the context of SMEs, is discussed, noting that these clusters can enhance innovation and competitiveness against larger firms [2][3][6] - The evolution of SME clusters in China is traced, indicating that many of these clusters are rooted in specific localities and have emerged due to globalization and international outsourcing [6][8][10] Group 1 - SMEs are crucial for economic growth and job creation, but isolated firms face significant challenges [3][6] - The concept of industrial clusters, where SMEs can both compete and collaborate, is vital for enhancing innovation capabilities [2][3][6] - The rise of digital platforms and the establishment of a nurturing ecosystem for SMEs are essential for their development in the current technological landscape [8][10] Group 2 - Historical examples of successful SME clusters in China, such as the cashmere industry in Hebei and the sock industry in Zhejiang, illustrate the potential for growth and innovation [11][12] - The role of community building and local government support is highlighted as critical for the sustainable development of SME clusters [11][12] - The need for a structured approach to fostering these clusters, including the establishment of dedicated organizations and leveraging non-profit resources, is emphasized [11][12]
九方智投余扬昂扬系列:大道七线三大战法助力投资者构建理性分析框架
Cai Fu Zai Xian· 2025-11-17 01:09
在当前股票投资环境中,投资者教育正由单一的技术学习向理念引导与科技辅助相结合的方向转变。据 悉,九方智投旗下的昂扬系列教学内容由资深投顾老师余扬亲授,他曾在2019年与2020年连续两年获同 花顺颁发的"最佳原创视频同顺号"奖项。余扬将多年市场经验与系统化投资理念结合,探索出的"大道 七线三大战法",为股票学习者以及新手从零开始学炒股的人群提供了可参考的分析思路。这种方法论 不仅强调趋势与结构的结合,也凸显了风险管理的重要性。 方法论解析:大道七线三大战法的核心思想 随着AI投顾与大数据分析的普及,股票学习方式已由传统的静态经验传授,逐步转向动态、互动的科 技模式。九方智投依托智能分析工具与在线解盘,将AI逻辑嵌入昂扬系列的内容体系,使投资者在参 考市场信息时具备更全面的分析维度。这不仅为零基础学股票的新手提供了更科学的学习机辅助,也让 有一定经验的投资者能够在多变的股市行情中保持方法论的一致性。 投资者路径:从零开始学炒股的三步建议 对于新手炒股而言,从零开始学炒股可分为三个阶段:第一,掌握股票入门基础知识;第二,通过系统 化教学内容理解市场结构;第三,与学员自发组织的交流群交流心得,形成持续学习的习惯。大 ...
9个月收益52.5%!这家外资基金火了,此前其高级副总裁晒1.67亿元年薪引发内部调查
Mei Ri Jing Ji Xin Wen· 2025-11-12 16:16
这样的投资成绩也迎来真金白银的认可。最新消息显示,在本月完成逾10亿人民币的募资后,Two Sigma在华机构——腾胜投资管理(上海)有限公司的资管规模正式超过100亿关口。 吴舰于2018年4月加入顶尖量化对冲基金Two Sigma,从量化研究员做起,三年时间不到就升任Two Sigma量化研究部的副总裁,2023年1月,工作不到五年的吴舰被提拔为高级副总裁。 知情人士透露,约四分之三的新募集资金将进入前述中证500策略基金,剩余25%将进入另一只宏观策 略基金。该宏观基金今年前9个月的回报为11.6%,从2020年启动以来的累计回报达到119.9%。 吴舰2023年曾在小红书"悄悄炫富",并称"不敢发朋友圈,自己心态还是太年轻,想找个没人认识的地 方偷偷炫耀下......"。该帖子显示,其2022年的薪资相较往年出现暴涨,高达2350万美元(约合人民币 1.67亿元)。 据蓝鲸新闻此前报道,桥水基金于2019年在中国推出全天候增强型基金,成立以来每年都能录得正收 益。其中2024年的收益率达到37%,跻身全球对冲基金前十。稳定的超额表现,也使得桥水基金近两年 愈发抢手,甚至需要"配货"才能分到些许额度。桥 ...
什么是做微信小程序公司的核心业务?
Sou Hu Cai Jing· 2025-11-05 11:10
| 核心业务 | 内容概述 | | --- | --- | | 需求分析 | 理解客户需求,确保小程序功能契合行业特征 | | UI设计 | 制作用户友好的界面,以提升操作的便捷性与愉悦感 | | 功能开发 | 提供多样化功能,如电商、教育等场景适配 | | 上线及维护 | 保障小程序顺利上线,并提供后续技术支持和功能更新 | 通过这些切实可行的服务模式,做微信小程序公司能够有效帮助企业提升运营效率和市场竞争力。 为了满足不同行业的需求,定制化小程序开发服务应根据每个行业的特征进行量身定做。首先,进行深入的需求分析,了解客户的核心业务和目标用户,从 而明确功能模块。在电商领域,可以专注于支付、库存管理和营销工具等功能;而在教育行业,则需关注在线课程、成绩管理和互动教学等特色。此外, UI设计也要符合行业特性,以提高用户体验。通过灵活运用云计算和大数据分析技术,可以实时调整小程序功能,确保其与市场动态相适应。这样的个性 化服务将有效提升企业运营效率,并增强客户黏性,从而推动业务发展。 在数字化转型的浪潮中,微信小程序已成为企业提升服务效率和用户体验的重要工具。通过开发定制化的小程序,企业可以实现在线营销、客户服 ...