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【财经分析】何以持续“领跑”——广东上市公司高质量发展透视
Xin Hua Cai Jing· 2025-12-31 05:53
新华财经广州12月31日电 回望"十四五",广东上市公司用一连串"全国前列"的硬核数据展现出强劲的 高质量发展态势:A股上市公司总数突破900家,连续多年稳居全国第一;总市值突破30万亿元,五年 净增超14万亿元,规模堪比广东省全年GDP;上市高新技术企业628家,占比超71%,创新主体数量全 国首位…… 数量与规模已不是广东上市公司发展的核心锚点,当增长进入纵深阶段,广东调转航向,直指质量的提 升。 "十四五"期间,上市公司实现了量的稳步增长和质的有效提升。从经营业绩来看,广东上市公司营收年 复合增长率达9.2%,2024年底营收总额突破10万亿元,净利润有望在2025年突破8000亿元;超七成公 司实现盈利,净资产收益率达7.97%,资产周转率等核心运营指标均高于全国平均水平,展现出强劲的 盈利能力与运营效率。 超越规模增长的表象,广东上市公司进阶的关键还在于结构的优化——新增IPO企业中,科技型企业 237家,占比95.18%,较"十三五"末提高6.4个百分点。影石创新上市科创板,成为"全球智能影像第一 股";生益科技分拆生益电子在科创板上市,全国首单"A拆A"落地东莞……目前广东"双创板"上市公司 4 ...
Hoosun Technology Group Co., Ltd.(H0264) - Application Proof (1st submission)
2025-12-30 16:00
The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Hoosun Technology Group Co., Ltd. 琥崧科技集團股份有限公司 (the "Company") (A joint stock company incorporated in the People's ...
Nsing Technologies Inc. (formerly known as Nations Technologies Inc.)(H0260) - Application Proof (1st submission)
2025-12-28 16:00
The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of NSING TECHNOLOGIES INC. 國民技術股份有限公司 (the "Company") (A joint stock company incorporated in the People's Republic of ...
新能源 新景观
Xin Lang Cai Jing· 2025-12-27 18:41
(来源:光明日报) 转自:光明日报 在贵州省六盘水市的群山中,丹霞山上的护国寺与远山上的风力发电机遥遥相望。 长大涂光伏电站位于浙江省宁波市象山县,上层空间用于发电,下层滩涂用于水产养殖,是国内首个大 型海岸潮间带滩涂光伏项目。 在青海省海西蒙古族藏族自治州冷湖镇,货车在运输风机叶片。 在浙江省宁波舟山港穿山港区,风力发电机为港区持续提供绿色动能。 在山东省滨州市黄升镇堤圈村,村民在菜棚和车顶上安装光伏板用于补电。 在青海省海南藏族自治州的塔拉滩光伏产业园,牧民在光伏板间放起了"光伏羊"。 戈壁滩上的甘肃敦煌光电产业园。 【新时代记录】 茫茫戈壁,光伏面板向阳铺展;连绵山脉,风机叶片迎风起舞。近年来,我国在能源领域不断取得 新突破,以光伏发电、风力发电等为代表的新能源产业蓬勃兴起。 在青海省海西蒙古族藏族自治州冷湖镇的无人区,风机正拔地而起。在甘肃省的敦煌光电产业园, 排列整齐的光伏发电板采用跟踪式支架,可以自动追随太阳的方位。从空中俯瞰,曾经荒凉的戈壁滩, 如今穿上了闪亮的光电"盔甲"。 近些年,我聚焦新能源题材,走访山东、浙江、贵州、青海、甘肃等地,尝试以影像构建一幅中国 新能源发展的全景图。 从戈壁深处 ...
上游碳酸锂涨价延续至下游,产业进展频频,锂电产业链景气度持续攀升!电池ETF(159755)、储能电池ETF广发(159305)冲击3连涨!
Xin Lang Cai Jing· 2025-12-23 05:27
Group 1 - The lithium battery industry chain has seen a continuous increase in demand since December, driven by the energy storage sector, leading to price hikes across multiple segments [1] - Prices for lithium hexafluorophosphate, VC additive (ethylene carbonate), and FEC (fluoroethylene carbonate) are on the rise due to an expanding supply-demand gap [1] - Several lithium iron phosphate companies have announced price increases, with Suzhou Dejia Energy Technology Co., Ltd. planning a 15% price hike for its battery products starting December 16 [1] Group 2 - EVE Energy is planning to build a nearly 30GWh cylindrical battery factory near BMW's plant in Hungary, expected to be operational by 2026 [2] - The new generation BMW iX3, equipped with EVE Energy's cylindrical battery, achieved a real-world range of 1007.7 km, surpassing the official WLTP range of 805 km [2] - The lithium iron phosphate market is projected to see significant demand growth, with production expected to rise from 3.9 million tons in 2025 to 5.8 million tons by 2026 [2] Group 3 - As of December 22, 2025, the battery ETF has seen a significant growth of 1.05 billion yuan in scale over the past week [3] - The battery ETF has also experienced a substantial increase in shares, with a growth of 19.46 billion shares over the past three months [3] - The storage battery ETF has surged over 2%, with constituent stocks like Tongfei Co. and Penghui Energy showing notable gains [3] Group 4 - The battery ETF (159755) closely tracks the National Index for New Energy Vehicle Batteries, focusing on the electric vehicle battery industry chain [4] - The storage battery ETF (Guangfa, 159305) tracks the National Index for New Energy Batteries, emphasizing the storage battery sector and selecting 50 stocks with high market capitalization and liquidity [4]
深圳创投管理资本超万亿
Sou Hu Cai Jing· 2025-12-21 01:25
口述史《深圳创投》真实讲述了深圳创投25年来的激荡岁月。 深圳商报首席记者 谢惠茜 文/图 12月20日,以"高起点,大格局,再出发"为主题的深圳创投行业25周年大会在"深铁TOD天空之城"举行。这 场行业盛会,汇聚了政府部门负责人、高校院所专家、创投机构领军者、明星企业创始人等各界代表,共绘 未来发展蓝图。会上透露,如今深圳创投行业管理的资本已超过万亿元,累计支持1.4万家企业,8000余个产 业项目,培育了1500多家专精特新企业、近600家上市公司。 面向未来,靳海涛提出四项关键建议:一是深化对创投价值的理解,明确其支持颠覆性创新、容忍失败的核 心作用;二是充分认可本土创投通过投资产生的乘数效应,建议在管理人选聘、税收优化及引导基金奖励兑 现等方面给予实质性政策倾斜;三是在"投早投小投未来"与建设"耐心资本"生态上发挥表率,呼吁放宽基金 存续期、优化考核并大力发展S基金市场;四是加快推进香蜜湖国际创投大厦建设,打造集聚行业力量的物 理载体与城市名片。 其中,口述史《深圳创投》正式亮相。据介绍,作为记录行业发展历程的重要文献,口述史汇聚了25年来众 多行业先行者的亲身经历与智慧沉淀,生动还原了深圳创投从萌 ...
A股午评 | 指数震荡走强 锂板块拉升 液冷服务器概念走强
智通财经网· 2025-12-17 03:48
Core Viewpoint - The A-share market showed a strong performance in the early session on December 17, with all three major indices rising, indicating a potential for continued market volatility and sector rotation as the year-end approaches [1][3]. Market Performance - The Shanghai Composite Index rose by 0.17%, the Shenzhen Component increased by 0.83%, and the ChiNext Index gained 1.21% during the morning session [1]. - Over 3,700 stocks experienced declines, with a total trading volume of 1 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [1]. Hot Sectors 1. **Lithium Mining Concept** - The lithium mining sector showed strength, with Jin Yuan Co. achieving two consecutive trading limits and Shengxin Lithium Energy hitting the daily limit [1]. 2. **Electrolyte Concept** - The electrolyte sector rebounded, with Tianji Co. reaching the daily limit [1]. 3. **Computing Hardware Concept** - The computing hardware sector was active, with Huanxu Electronics hitting the daily limit and major optical module companies experiencing collective gains [1]. 4. **Retail and Dairy Concepts** - The retail and dairy sectors saw a recovery, with Zhuangyuan Pasture hitting the daily limit and Li Qun Co. achieving two consecutive trading limits [1]. Notable Stocks - Muxi Co. saw its stock price surge over 700%, surpassing 800 yuan during trading [2]. Sector Declines - The Hainan and military sectors experienced the largest declines in the market [3]. Institutional Insights 1. **Galaxy Securities** - Anticipates that the market will continue to exhibit a volatile structure as the year-end approaches, with a focus on policy dividends and economic trends for the upcoming year [3][9]. 2. **Cinda Securities** - Suggests that style switching may become more pronounced, recommending a focus on low-value sectors and emphasizing the potential for growth in non-bank financials and cyclical stocks [7]. 3. **Zhaoshang Securities** - Projects that investment opportunities in 2026 will revolve around domestic demand recovery and technological self-reliance, with a favorable outlook for cyclical styles [10].
一系列重大信号释放,中国经济经济布局将迎来已经调整
Sou Hu Cai Jing· 2025-12-10 19:41
Group 1: Economic Transformation - The Chinese economy is undergoing a deep structural adjustment driven by a series of government policies and strategic directions over the past few years, focusing on areas like artificial intelligence, new energy, industrial internet, regional collaboration, and consumption upgrades [1][4][8] - The application of artificial intelligence is expanding across various industries, with the market size of China's AI industry expected to exceed 200 billion yuan in 2024, growing at around 40% [4][8] - In the new energy sector, China's installed capacity for renewable energy is projected to reach 1.2 billion kilowatts in 2024, accounting for over 60% of global new installations, indicating a significant shift in the global energy landscape [4][8] Group 2: Industrial Internet and Regional Collaboration - The industrial internet is transforming traditional manufacturing by integrating internet technologies, with the market size expected to reach approximately 200 billion yuan in 2024, involving over 500,000 participating companies [5][8] - Regional collaboration strategies, such as the Yangtze River Economic Belt and Yellow River Basin, aim to break down administrative barriers and enhance resource allocation, potentially leading to higher efficiency and greater output [6][8] Group 3: Consumption Upgrade - Consumption patterns in China are evolving, with consumers increasingly prioritizing quality, health, and personalization over mere price considerations, leading to a faster growth rate in sales of upgraded products like smart home devices and electric vehicles [7][8] - The retail sales growth of consumer goods is moderating, but the structure is improving, with upgraded goods experiencing double-digit growth rates [7][8] Group 4: Long-term Implications - The ongoing adjustments in the economy are not immediate but are part of a long-term process that may take a decade or two to fully materialize, with varying rates of change across different regions [10] - The transformation is expected to enhance individual capabilities, leading to improved overall productivity and a more vibrant domestic market [10]
新增与总规模“双冠” 江苏分布式光伏领跑全国
Xin Hua Ri Bao· 2025-12-08 03:27
徐州市新沂双塘镇双井村的屋顶上,光伏板在阳光下闪闪发光,远远望去好像一片蓝色的海洋。这里是 江苏省首批农村分布式光伏整村开发试点村之一。 不只是乡村,这种景象正成为江苏城乡的普遍风景。新华日报·交汇点记者近日从能源部门获悉,截至 今年11月底,江苏省分布式光伏新增装机容量已突破1650万千瓦,累计总装机规模达到6221万千瓦,两 项核心指标均高居全国第一。 在全省已超1.1亿千瓦的新能源总装机中,分布式光伏占比已高达约72%,成为驱动江苏能源结构变革 的生力军。 规模领跑模式创新 挑大梁,勇争先,江苏分布式光伏装机发展一路领先,根植于雄厚的实体经济与旺盛的电力需求。 截至2025年11月底的最新数据显示,江苏今年分布式光伏新增装机量已超1650万千瓦,总装机规模已达 6221万千瓦。 这一规模在全国处于领先地位。"十四五"初期不足800万千瓦,到如今超6220万千瓦的跨越,江苏分布 式光伏增长曲线稳步上扬。 超6200万千瓦的分布式光伏接入配电网,犹如千万个随机波动的电源点,对电网承载和调控能力提出了 空前挑战。 江苏的解题之道,在于数字化与智能化的深度赋能。 江苏是经济大省中的制造业大省,产业聚集度高,白昼 ...
“抢滩”高校创新成果 多家创投机构与X9高校院所联盟签约
Xin Hua Cai Jing· 2025-12-04 11:57
此外,由汇通金控、南山战新投、清科控股共同统筹的"南山科创投资伙伴计划"也于12月3日正式启 动。该计划汇聚了早期投资、创业投资及上市基石投资等领域的代表性机构,通过"政府引导+市场运 作"机制,重点支持深圳市南山区"基础研究+技术攻关+成果转化+科技金融+人才支撑"全过程创新生态 链建设。计划将围绕人工智能、生物医药、新能源等战略性新兴产业,通过联合投资、资源共享、政策 协同等方式,激发科技创新与资本融合的乘数效应,打造具有全球影响力的科技产业创新高地。 新华财经深圳12月4日电(记者卫韦华)4日,记者从第二十五届中国股权投资年度大会上获悉,英诺天 使基金、云启资本、元禾原点、金沙江联合资本、峰瑞资本、力合科创等知名早期投资机构,与西丽湖 国际科教城X9高校院所联盟成员单位达成战略合作。双方将共同探索"资本+技术+场景"的转化模式, 通过设立专项基金、共建孵化平台、开展技术评估等方式,加速高校科研成果从实验室走向市场,为源 头创新注入资本活水。 作为深圳乃至全国科教资源最密集的区域之一,西丽湖国际科教城汇聚了深圳大学、南方科技大学、哈 尔滨工业大学(深圳)、清华大学深圳国际研究生院、北京大学深圳研究生院、深 ...