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国资委:推动国资加快向战新产业集中
Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the role of central enterprises in building a modern industrial system and a new development pattern through technological innovation, industrial control, and security support [1][2] - Central enterprises are encouraged to accelerate investment in strategic emerging industries, with a projected investment of 2.7 trillion yuan in 2024, representing a year-on-year increase of 21.8% and surpassing 40% of total investment for the first time [2] - The revenue from strategic emerging industries is expected to exceed 1.1 trillion yuan, accounting for nearly 30% of total revenue [2] Group 2 - The SASAC plans to enhance the development mechanism for strategic emerging and future industries, allowing for loss exemption periods for enterprises or projects engaged in these sectors [3]
险资长钱长投新规出台,良品铺子或将易主 | 财经日日评
吴晓波频道· 2025-07-11 18:13
点击按钮▲立即报名 2025年退休人员养老金上调2% 7月10日,人力资源社会保障部、财政部印发《关于2025年调整退休人员基本养老金的通知》。《通知》明确,从2025年1月1日起,为2024年 底前已按规定办理退休手续并按月领取基本养老金的退休人员提高基本养老金水平,总体调整水平为2024年退休人员月人均基本养老金的2%。 此次调整继续采取定额调整、挂钩调整与适当倾斜相结合的调整办法,重点是向养老金水平较低群体倾斜。按照上述办法,每个人的基本养老金 增长比例都有所不同。 2024年人力资源和社会保障事业发展统计公报显示,2024年城镇职工基本养老保险基金收入7.5万亿元,基金支出6.8万亿元,当期收支整体平 衡,略有结余。(界面新闻) |点评| 今年退休养老金涨幅相较前几年略有下滑,但考虑到2024年全年,中国CPI录得0.2%,今年国内通胀率继续低位运行,退休养老金上 调2%,符合国内通胀率的变化,充分保障了退休人员养老金的实际购买力。现行养老金发放在鼓励"多缴多得""长缴长得"的基础上,向高龄老 人与困难人群倾斜,减轻低收入退休人群的养老压力。不过,目前养老金仍然存在城乡差距和结构性差异,需要重视并逐步 ...
新天绿色能源股份有限公司第五届董事会第三十五次临时会议决议公告
证券代码:600956 证券简称:新天绿能 公告编号:2025-037 新天绿色能源股份有限公司第五届董事会 第三十五次临时会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 新天绿色能源股份有限公司(以下简称"公司"或"本公司")第五届董事会第三十五次临时会议于2025年 7月11日通过通讯方式召开。会议通知于2025年7月9日以电子邮件方式送达全体董事。本次会议应到董 事9名,实到董事9名。会议由董事长曹欣先生召集并主持。本次会议的召开符合《公司法》和《公司章 程》的有关规定,会议决议合法有效。 经过有效表决,本次会议审议通过了以下议案: 一、《关于向新天绿色能源围场有限公司增资的议案》 表决结果:4票同意、0票反对、0票弃权。关联董事曹欣、李连平、秦刚、王涛、张旭蕾回避表决。 本次关联交易已经公司第五届董事会独立董事第五次专门会议审议通过,独立董事认为:本次关联交易 事项履行了上市地相关法律、法规和《公司章程》规定的程序;增资事项符合公司经营发展需要,按照 一般商业条款订立,符合本公司及全体股东的整体利益,不存 ...
“反内卷”已成投资主线 机构聚焦“硬核竞争力”
"反内卷"聚焦新兴制造业 随着政策持续发力,"反内卷"已成为市场新的投资主线,钢铁、光伏等板块强势反弹。截至7月11日,6 月23日以来国泰钢铁ETF上涨12.18%,汇添富光伏龙头ETF、银华光伏50ETF、华泰柏瑞光伏ETF等涨 幅超过13%。 资金面则呈现显著分化。对于相关传统行业如钢铁板块,资金选择获利了结;而新兴领域如光伏行业, 则吸引资金持续加仓。Choice数据显示,截至7月10日,6月23日以来国泰钢铁ETF被净赎回7.29亿元。 同期,光伏主题ETF净申购额合计20.82亿元。其中,华泰柏瑞光伏ETF份额增至169.61亿份,创上市以 来新高。 这种分歧的背后,与"反内卷"的聚焦方向密切相关。富国基金认为,"反内卷"聚焦行业并非黑色板块相 关的传统行业,而是光伏、锂电池、新能源汽车、电商平台等新兴领域。 富国基金分析称,传统上游资源品的资本开支扩张情况并不严重,因此短期对于传统上游资源品影响不 大。"反内卷"聚焦中下游制造,对于初期的上游商品来说,或带来需求小幅下行。下游竞争格局优化、 终端需求改善后,有望再度拉动上游需求。 投资锚定"质"与"势" ◎记者 赵明超 近期,"反内卷"相关投资机 ...
今日新闻丨尚界首款车型预告图发布!别克至境ELECTRA首款轿车预告图发布!
电动车公社· 2025-07-11 16:41
关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻,并附上社长的简单评论。关注「电动车公社」,新能源圈大事小事 看我们就够啦~ 据悉,新车基于全新的逍遥架构进行打造,该架构支持纯电/插混/增程3种动力总成、前驱/后驱/四驱3种驱动布局。同时,至境已经和 Momenta等本土科技 企业深入合作, 预计新车将搭载L2++全场景高阶智驾、智能座舱等一系列配置。 今日新闻要点: 1、 别克至境ELECTRA 首款轿车预告图发布 7月11日,别克旗下全新高端新能源子品牌——至 境ELECTRA首款轿车预告图发布。 从预告图来看,新车采用封闭式前格栅设计,大灯内部采用星光元素,车顶配备激光雷达,整体风格较为运动。 别克至境ELECTRA首款轿车预告图发布 ; 尚界首款车型预告图发布 ; 作为上汽集团与华为合作的全新品牌,尚界的团队目前已经扩大到5000余人,双方累计投入60亿元,可见其举足轻重的战略地位。尚界不仅是华为技术下沉 与生态闭环的关键,也是上汽持续智能化转型的重要跳板。如果尚界能够成功打响,中国智能电动车的市场格局,或许会迎来新一轮的洗牌。 "至境"品牌对别克的未来有着 ...
北京科锐: 第八届董事会第十三次会议决议公告
Zheng Quan Zhi Xing· 2025-07-11 16:25
证券代码:002350 证券简称:北京科锐 公告编号:2025-058 北京科锐集团股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 北京科锐集团股份有限公司(以下简称"公司")第八届董事会第十三次会 议于 2025 年 7 月 11 日 9:00 以通讯方式召开,会议通知于 2025 年 7 月 8 日以邮件 及微信方式送达。本次会议应到董事 9 名,实到董事 9 名。会议由公司董事长付 小东先生主持。本次会议符合《中华人民共和国公司法》《北京科锐集团股份有 限公司章程》《董事会议事规则》的规定,会议的召集、召开合法有效。本次董 事会会议经审议通过如下决议: 一、审议通过《关于为全资二级子公司增加授信额度的议案》 为满足公司经营发展的需要,同意公司为全资二级子公司固安科锐新能源科 技有限公司(以下简称"固安科锐")增加授信额度 1,360 万元,期限自董事会审 议批准之日起 9 年内有效。具体情况如下: 合计 1,360 - 上述授信额度在授权期限内,额度可循环使用,不再单独召开董事会就每笔 申请银行授信及贷款事项进行审议,公司董事会授权固安科锐 ...
北京科锐: 关于公司对外担保的公告
Zheng Quan Zhi Xing· 2025-07-11 16:25
Summary of Key Points Core Viewpoint - Beijing Keri Group Co., Ltd. has approved guarantees for its wholly-owned subsidiary, Gu'an Keri New Energy Technology Co., Ltd., for a distributed photovoltaic power generation project loan and for Hunan Changda Transmission and Transformation Construction Co., Ltd. for a project performance guarantee [1][2][6]. Guarantee Overview - The company will provide a joint liability guarantee for Gu'an Keri's loan for the cloud valley (Gu'an) technology company's distributed photovoltaic power generation project, with a guarantee amount not exceeding RMB 13.6 million, valid for 9 years from the board's approval date [1][2]. - A performance guarantee of up to RMB 780,000 will be provided for Hunan Changda's project, with a guarantee period of 6 months after the completion of the main debt obligations [2][4]. Financial Details - The total assets of Gu'an Keri as of June 30, 2025, are RMB 9,369.51 million, with total liabilities of RMB 6,301.83 million, resulting in net assets of RMB 3,019.43 million [3][4]. - Hunan Changda's total assets as of March 31, 2025, are RMB 9,078.79 million, with total liabilities of RMB 7,663.14 million, resulting in net assets of RMB 2,887.39 million [4][5]. Board's Opinion - The board believes that the guarantees are necessary to support the operational development of Gu'an Keri and that the financial risks are manageable, ensuring that the interests of the listed company and all shareholders are not compromised [6][8]. - The board has authorized the chairman or designated personnel to handle the guarantee matters and sign relevant contracts with financial institutions [6][8]. Compliance and Oversight - The guarantees comply with the Company Law and relevant regulations, and there are no overdue guarantee issues as of the resolution date, with the total external guarantees amounting to RMB 58.96 million, which is 3.49% of the latest audited net assets [7][8].
海南发布降碳“路线图”:2045年前全面建成低碳岛
Zhong Guo Xin Wen Wang· 2025-07-11 16:20
城乡低碳转型方面,海南将在农村推广"自发自用、余电互济、农机储能"的能源系统,实现2045年全覆 盖。建筑领域提升新建建筑本体节能率,推动既有建筑改造及设施设备全面电气化。 生态固碳方面,海南将开展林业、海洋、农业、地质四大领域固碳增汇行动;聚焦碳汇技术支撑、国土 造林绿化、生态保护修复、蓝碳融合发展等重点任务,协同推进生态固碳增汇与生物多样性保护;推动 海南热带雨林国家公园生态产品价值转化。 为了形成降碳长效机制,海南将建立新型电力系统系列配套政策;建立以碳排放统计核算、碳足迹追 踪、ESG(环境、社会和公司治理)评价为核心的低碳标准体系;打造标准互通互认的绿色低碳国际交流 合作新格局。(完) (文章来源:中国新闻网) 中新社海口7月11日电 (记者王晓斌)海南省政府近日印发了《海南低碳岛建设方案》,描绘碳中和"路线 图":2030年前实现碳达峰,2045年前全面建成低碳岛(二氧化碳年排放量比峰值期下降70%),2060年前 达成碳中和目标。 方案明确,海南构建以电力零碳化、热力零碳化、终端电气化为核心的新型零碳能源体系,同步建设产 业降碳、城乡减碳、交通脱碳、生态固碳、智慧管碳、长效治碳六大体系,形成"先 ...
大涨!李斌,拼了!
Zhong Guo Ji Jin Bao· 2025-07-11 16:14
Core Viewpoint - NIO's stock prices surged significantly in both Hong Kong and the US markets following the announcement of the pre-sale price for its second brand, Ladao L90, which exceeded market expectations [1][5]. Group 1: Stock Performance - NIO's Hong Kong stock rose over 8% at one point, closing with a nearly 6% increase on July 11 [1]. - NIO's US stock closed with a more than 6% increase on July 10 [1]. Group 2: Ladao L90 Pricing and Strategy - The pre-sale price for the Ladao L90 was announced at 279,900 yuan for full purchase and 193,900 yuan for battery rental, which was lower than competitors' prices [5][12]. - CEO Li Bin emphasized that the pricing strategy for Ladao L90 is designed to ensure profitability, countering speculation about zero-margin sales [7][13]. - The Ladao brand is seen as crucial for NIO to achieve its profitability target by Q4 2025, with Ladao L90 being a key product in this strategy [7][13]. Group 3: Market Position and Consumer Response - Consumer reactions to the Ladao L90 pricing have been positive, with many expressing surprise at the competitive pricing [13]. - Li Bin stated that NIO's assessment of Ladao's performance is based on achieving profit rather than just sales volume [13]. Group 4: Operational Developments - NIO has implemented internal adjustments within the Ladao brand, which are described as team optimizations rather than layoffs [14][15]. - The delivery numbers for Ladao from January to June show a fluctuating but generally increasing trend, with June's deliveries reaching 6,400 units [16]. Group 5: Charging Infrastructure - NIO has established over 8,000 charging and battery swap stations nationwide, including 1,000 battery swap stations on highways, enhancing the appeal of its electric vehicles [20]. - The company’s unique battery swap system is positioned as a significant advantage, providing users with a sense of security regarding battery maintenance [20].
申华控股: 申华控股2024年年度报告(修订版)
Zheng Quan Zhi Xing· 2025-07-11 16:13
Core Viewpoint - The annual report of Liaoning Shenhua Holdings Co., Ltd. for 2024 indicates a significant recovery in net profit, despite a decline in revenue, highlighting the company's strategic adjustments and operational improvements in a challenging market environment [1][3]. Company Overview and Financial Indicators - The company reported a net profit attributable to shareholders of 38,598,756.24 yuan for 2024, a 119.42% increase from a loss of 198,775,447.12 yuan in 2023 [2][3]. - Total revenue for 2024 was 4,193,384,127.55 yuan, down 18.43% from 5,140,865,960.51 yuan in 2023 [2][3]. - The company's net assets at the end of the reporting period were 820,890,018.67 yuan, reflecting a 4.75% increase from 783,694,608.57 yuan in 2023 [2][3]. Business Performance - The automotive sales segment generated revenue of 41.44 billion yuan, maintaining stable sales despite market pressures [3][4]. - The company implemented measures such as optimizing vehicle structure and sales rhythm, which contributed to the reduction of losses and improved profitability [3][4]. - The company successfully cleared nine subsidiaries, recovering approximately 30 million yuan through asset management [3][4]. Industry Context - The automotive industry in China faced challenges, with total vehicle production and sales declining by 7.5% in 2024, while new energy vehicle sales reached 12.9 million units, accounting for 40.93% of total sales [5][6]. - The market for office buildings in Shanghai remains under pressure, with a shift towards high-quality projects and flexible office spaces expected to continue [6][7]. Competitive Advantages - The company is one of the largest BMW dealers in China, operating 14 BMW 4S stores, which positions it favorably in the automotive market [7][8]. - The company has enhanced the operational quality of its financial building, maintaining stable occupancy rates despite a sluggish market [7][8]. Financial Analysis - The company’s operating expenses decreased due to effective cost management, with sales expenses down by 17.12% and management expenses reduced by 7.41% [8][9]. - The net cash flow from operating activities increased by 11.85% to 73,781,875.19 yuan, attributed to improved management of receivables [8][9].