证券研究报告 | 北交所定期报告 | | --- | hyzqdatemark 2025 年 07 月 06 日 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 北证专精特新指数正式亮相，北证 50 指数上半年涨幅领跑全市场指数 证券分析师 ——北交所周观察第三十三期（20250706） 投资要点： 风险提示：宏观经济环境变动风险、市场竞争风险、资料统计误差风险 请务必仔细阅读正文之后的评级说明和重要声明 联系人 2025 年 6 月北证 50 指数涨幅 2.73%，上半年涨幅 39%远跑赢其他主要指数。2025 年 6 月，北证 50 指数（+2.73%），石油石化、传媒、交通运输等涨幅居前。2025 年 6 月共 有 31 家公司涨幅达到或超过 20%，其中九菱科技、同辉信息、远航精密、七丰精工、科 力股份、路桥信息和奔朗新材 7 家公司涨幅超 40%。2025 年上半年北证 50 指数涨幅 （+39%）远跑赢其他主要指数，除此之外科创 200、中证 2000 等指数 ...

Group 1 - MetaLight, a leading provider of intelligent time-series data services in the public transportation sector, has successfully listed on the Hong Kong Stock Exchange with an issue price of HKD 9.75, raising HKD 242 million [1] - On its debut, MetaLight's stock price experienced significant volatility, opening at HKD 7.6 before rebounding to stabilize the company's market capitalization at approximately HKD 1.1 billion [1] - The company has expanded its user base significantly, reaching approximately 298.4 million users by the end of 2024, making it a preferred choice for commuters seeking real-time bus information [1] Group 2 - MetaLight has shown steady revenue growth, with revenues increasing from HKD 135 million in 2022 to HKD 174 million in 2023, and projected to reach HKD 206 million in 2024 [3] - The company maintains a high gross margin, indicating strong cost control and product profitability, which supports its ongoing development [3] - The successful listing marks a significant milestone in MetaLight's development, with future potential to leverage capital market resources to expand market share and enhance technological capabilities [3]

为切实做好本轮高温天气防范应对工作，全力确保防灾减灾和安全生产形势稳定，山东省防减救灾委办 公室、省政府安委会办公室7月5日发布关于做好持续高温天气防范应对工作的通知，要求高度重视持续 高温天气防范应对工作。 通知指出，本轮高温天气持续时间长、影响范围广、涉及领域多，对生产生活秩序影响大，特别是持续 高温容易引发生产安全事故。各级、各部门要清醒认识高温天气造成的风险危害，坚持人民至上、生命 至上，树牢底线思维、极限思维，以"时时放心不下"的责任感抓好本轮持续高温天气防范应对各项工 作。要做到工作到位、人员到位、措施到位，守住守牢高质量发展安全底线，坚决避免高温天气引发生 产安全事故。 建筑施工领域要督促企业合理调整作业时间，避开高温时段施工，日最高气温达到40℃以上时，要停止 露天室外作业。 高温天气，有毒有害气体容易聚集，要认真组织实施进一步强化有限空间作业安全整治严防中毒窒息事 故专项行动，严格落实"先通风、后检测、再作业"等安全技术规程或作业要求。特种设备、电力、燃 气、工贸、民政、农业农村、民爆等其他行业领域要结合实际，严格执行高温条件下安全生产各项规 定，严防各类事故发生。（记者 杨成） 危化品领域 ...

Core Insights - The article highlights the transformation of healthcare and transportation services in Beijing through digital technology, improving user experience and operational efficiency [1][4]. Healthcare Sector - The Beijing appointment registration platform allows users to easily book appointments at 299 hospitals, check imaging reports online, and conduct follow-up consultations [1]. - Since its launch, the platform has served over 20 million users and provided 150 million outpatient services, with a 25% increase in primary care visits and a 20% reduction in idle appointment slots [4]. - The implementation of an AI model to combat scalping has led to the banning of 70,000 accounts, a 10% decrease in patient complaints, and a satisfaction rate exceeding 95% [4]. Transportation Sector - The article describes the integration of autonomous vehicles in Beijing's demonstration area, supported by a "vehicle-road-cloud" application that enhances the safety and efficiency of transportation [4]. - Smart traffic lights equipped with sensors can adjust their timing based on real-time traffic data, optimizing traffic flow and increasing vehicle speed [5]. - Over 1,000 smart intersections exist in the demonstration area, with the information control platform optimizing traffic light timing up to 35,000 times daily, resulting in improved road capacity [5]. Recognition and Future Outlook - Both the healthcare appointment platform and the vehicle-road-cloud application were recognized as "Top Ten Benchmark Applications" at the 2025 Global Digital Economy Conference, emphasizing their technological leadership and human-centered approach [5].

证券研究报告 行业研究 [Table_ReportType] 行业周报 [Table_StockAndRank] ESG 投资评级 —— 上次评级 —— 欧盟委员会提出《欧洲气候法》修订案，设定 2040 年减排目标 [Table_Industry] ESG 周报 [Table_ReportDate] 2025 年 07 月 05 日 [Table_Author] [Table_Author] 左前明 能源行业首席分析师 执业编号：S1500518070001 联系电话：010-83326712 邮 箱：zuoqianming@cindasc.com 郭雪 环保联席首席分析师 执业编号：S1500525030002 邮 箱：guoxue @cindasc.com 吴柏莹 环保行业分析师 执业编号：S1500524100001 邮 箱：wuboying@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 欧盟委员会提出《欧洲气候法》修订案，设定 2040 年减排目标 [T ...

7月4日，湛江市公共交通集团有限公司2025年纯电动车城市客车采购项目招标公告发布。公 告显示，本采购项目划分四标段进行，车辆需求总数量为78辆，预算金额为6154万元。投标 人可对其中一个或多个标段进行投标，可兼投兼中，本项目按标段1至标段4的顺序逐个评 审。子标段是投标的最小单位，投标人应对同一个子标段的全部货物和服务投标。 | 标段 | 货物名称 | 数量 | 最高单价限价 | 预算金额 | | --- | --- | --- | --- | --- | | 言 | | (辆) | (含税,万元/辆) | (含税,万元) | | 1 | 6 米以下纯电动城市客车 | 38 | 63 | 2394 | | 2 | 8.5 米级纯电动城市客车 | 20 | 87 | 1740 | | 3 | 9 米以下纯电动城市客车 | 10 | 92 | 920 | | 4 | 48 座纯电动城市客车 | 10 | 110 | 1100 | | 合计 | 78 | 6154 | | --- | --- | --- | | 备注:投标人可对其中一个或多个标段进行投标,可兼投兼中,本项目按标段１ | | | | 至标段 4 ...

Core Insights - The article highlights the rapid development of intercity metro systems in China, which are enhancing regional integration and improving urban connectivity [5][10][12] Group 1: Overview of Intercity Metro Development - By the end of 2024, 54 cities in China will have operational urban rail transit lines, totaling 1.09 million kilometers and 6,324 stations, with daily passenger volumes exceeding 2.6 million [5][6] - The intercity metro lines are primarily concentrated in the Yangtze River Delta and the Guangdong-Hong Kong-Macau Greater Bay Area, facilitating significant commuter traffic [6][10] Group 2: Specific Projects and Their Impact - The Beijing Metro Line 22, which connects Hebei's Yanjiao to Beijing, is currently under rapid construction, expected to reduce travel time to the city center significantly [2][4] - The Guangzhou-Foshan metro line, operational since 2010, has become a vital transportation artery, with daily ridership projected to reach 1.896 million by 2024 [3][10] Group 3: Integration and Connectivity - The seamless transfer between Shanghai and Suzhou metro lines exemplifies successful intercity connectivity, allowing passengers to switch lines without exiting the station [7][8] - The establishment of collaborative management frameworks between cities is crucial for the effective operation of intercity metro systems, ensuring safety and efficiency [8][9] Group 4: Future Prospects and Strategic Goals - The Chinese government aims to add 3,000 kilometers of intercity and suburban rail lines by 2025, as part of the broader "14th Five-Year Plan" [12][13] - The integration of metro systems with other transport modes is a priority, aiming to create a comprehensive and convenient transportation network [13]

Group 1 - The establishment of diplomatic relations between China and Colombia marks its 45th anniversary, with Colombia officially joining the high-quality co-construction of the "Belt and Road" initiative in May [2] - Bilateral trade between China and Colombia is projected to exceed $19.3 billion in 2024, representing a growth of over 1900 times compared to the initial years of diplomatic relations [2] - Colombia aims to enhance agricultural exports to China and seeks to attract more Chinese investments in agriculture, technology, and ecological protection [2] Group 2 - Chinese companies are involved in constructing the Bogotá Metro Line 1, which is the largest infrastructure project in Colombia's history [3] - A new shipping route connecting Shanghai, Peru's Chancay Port, and Colombia's Buenaventura Port was launched in February, further promoting economic cooperation and job creation in Colombia [3] - There is significant potential for agricultural technology cooperation between China and Colombia, particularly in the processing of specialty agricultural products like coffee and cocoa [3] Group 3 - The China-Latin America Forum, which has been operational for 10 years, serves as a crucial platform for regional integration and cooperation between Latin American countries and China [4] - Strengthening collaboration between Latin America and China can enhance the representation and voice of the Global South in global governance [4] - The relationship between Latin America and China is expected to deepen, with ongoing efforts to promote development agendas and enhance global dialogue [4]

你知道吗?并非所有磁浮列车都一样,它们的速度差异很大,可分为低速磁浮、中速磁浮、高速磁浮以及超 高速磁浮。 我国已有三条 中低速磁浮线路 "高速飞车"利用超导磁悬浮技术,与地面脱离接触来消除摩擦阻力,利用内部接近真空的管道线路来减少 空气阻力,从而实现1000千米/小时以上的"近地飞行",具有更快速、更便捷、更舒适、更安全和经济可控 的特点。 未来高速飞车很有可能超过1000千米/小时,甚至达到3000千米/小时、4000千米/小时的速度,真正实现 让"让子弹飞"。 磁浮列车安全吗? 也有不少人疑惑,磁浮列车跑得这么快,安全吗?如果突然断电,高速运行的列车会脱轨吗? 高速磁浮列车时速可达400公里—600公里,而低速磁浮列车时速仅100公里左右、中速磁浮列车时速200 公里。低速、中速磁浮列车比高速磁浮列车简单,造价也更低,适用于城市内部、市域及郊区等短距离的 轨道交通。 我国目前已有三条商业化运营的中低速磁浮线路:2016年开通的湖南长沙磁浮快线、2017年开通的北京 中低速磁浮列车S1线,以及2022年开通的湖南凤凰磁浮观光快线。 "超高速磁浮" 时速可达1000公里 时速能达到1000公里以上的,是超高 ...

齐鲁晚报 齐鲁壹点 6月16日，泰安市2026年普通国省道修复养护和路面改造工程（7个项目）一阶段施工图设计合同公示，山东泰山交通规划设计咨询有限 公司以579.1万元中标价成功中标，将承担总里程109.469公里的国省道修复设计任务，项目工期40日历天。 招标公告曾披露，此次改造工程涉及泰安市境内7条重要国省干线公路，包括G104京岚线、G341黄海线、S103济枣线等，养护改造里程 覆盖全市多个区县。其中G104京岚线济南泰安界至满庄段长达26.654公里，为一级公路；S103济枣线济南泰安界至黄前段则包含两段路 面改造，总长10.208公里。 | ST-GC-20250418 -01-01 | 泰安市2026年普通国省道修复养护 和路面改造工程(7个项目) 一阶 | 山东泰山交通规划 设计咨询有限公司 | 李科 | 579. 100000 | | 40 | | --- | --- | --- | --- | --- | --- | --- | | 标段（包）编号 | 标段(包)名称 段施工图设计 | 中标单位 | 项目负责/ | 中标价格( | 万 | 服务期（日历 | 该设计合同中还提到，本标段共包含 ...