3月21日，洋浦区域国际集装箱枢纽港扩建工程(一阶段)(以下简称洋浦枢纽港扩建工程)一期工程通 过竣工验收，标志着这一重点工程取得重要成果，将进一步满足洋浦港港口能级提升的适配性发展需 求。 洋浦区域国际集装箱枢纽港扩建工程(一阶段)一期 工程竣工 据了解，自项目开工以来，业主方海南港航项目中心携手海南港航国际港务有限公司成立项目组， 密切联动海南省、儋州市各级主管部门，联手中交四航局、大港监理、中交水规院、中天恒达等参建单 位，克服了复杂地质条件、台风频发、水上施工环境复杂等挑战，高质量、高标准推进项目建设。 在工程验收阶段，省交通运输厅、儋州市政府(洋浦管委会)和海南港航共同成立验收专班，组织细 化各项验收任务，倒排工期、挂图作战。省交通工程质量监督管理局、洋浦交通港航局、儋州市生态环 境局等多家单位主动靠前，将审批环节由串联改为并联，提前介入质量核验、安全、职业病、消防等各 专项验收，大幅压缩审批时限，为项目快速通过竣工验收创造条件。 作为海南封关运作的关键基础设施，洋浦枢纽港扩建工程一期工程新建700米码头岸线，包含1个20 万吨级和1个15万吨级集装箱泊位，配套8台岸桥、23台轮胎吊和5台轨道吊等设 ...

Group 1 - The A-share market showed a mixed performance with the Shanghai Composite Index slightly up by 0.11% to 3429.76 points, while the Shenzhen Component Index rose by 0.52% and the ChiNext Index increased by 0.61% [1] - The market's trading volume reached 1.5 trillion yuan, with over 9500 stocks rising, indicating active participation in the small and mid-cap growth segment [1] - The Hong Kong market also performed well, with the Hang Seng Technology Index surging by 3%, driven by gains in tech stocks like Alibaba and Baidu, which boosted sentiment in the A-share tech sector [1] Group 2 - Gold and port shipping sectors led the gains, with gold stocks hitting the limit up due to international gold prices surpassing $3010 per ounce, while the port shipping sector rose over 3% following asset restructuring news [2] - The pharmaceutical Contract Research Organization (CRO) sector saw a rise due to WuXi AppTec's fourth-quarter performance exceeding expectations, positively impacting other CRO stocks [3] Group 3 - The market is experiencing significant sector rotation, with funds quickly switching between defensive assets (like gold), policy beneficiaries (like ports), and high-growth sectors (like CRO and semiconductors) [5] - Economic indicators show a mild recovery, with industrial value-added growth at 5.9% and retail sales exceeding 8 trillion yuan, but a 9.8% decline in real estate investment is dampening confidence in traditional industries [5] - External risks, including weak U.S. retail data and delayed Fed rate cuts, are increasing risk aversion, making gold and bonds attractive [5] - Consumer sectors are under pressure due to lowered profit expectations, while tech stocks lack short-term catalysts, leading funds to favor more stable performance in pharmaceuticals and cyclical stocks [5] Group 4 - Despite a lackluster performance in tech stocks, upcoming capital expenditure plans from Tencent and the three major telecom operators could be key drivers for the next market phase [6][7] - Tencent's increased investment in AI computing power and the expected 10%-15% growth in capital expenditure by telecom operators by 2025 will benefit sectors like servers and optical modules [7] - The "East Data West Computing" initiative and policies emphasizing technology empowerment are expected to create opportunities in computing leasing and smart driving sectors [7] - Major financial institutions are raising ratings for Chinese tech stocks, indicating long-term value in high-end manufacturing sectors like semiconductors and robotics, which may accelerate domestic substitution processes [7] Group 5 - The A-share market's mild rebound reflects a "policy bottom + profit bottom" characteristic, but rapid sector rotation highlights fund divergence [8] - A balanced investment strategy is recommended, focusing on defensive assets like gold and pharmaceuticals to hedge against external uncertainties, while also considering growth opportunities in computing and semiconductors [8] - Monitoring policy beneficiaries in ports and energy sectors for event-driven opportunities is advised, with a long-term view that market focus may shift from rotation to core themes as economic data stabilizes [8]

来源：每日经济新闻 01 交易非"普通商业行为" 这绝非危言耸听，根据美国政府一项行政命令草案，其已计划向中国有关船只收取特别停靠费用，并将敦促盟友也采取类似措施，否则将遭到报复。如果 美国的种种算计得逞，必然会对中国的造船、航运、外贸乃至共建"一带一路"造成冲击，也势将直接影响香港巩固提升国际航运、贸易中心地位，并威 胁、破坏全球正常的航运、贸易秩序和安全。 最近有一个动向引起各方强烈反响：香港长江和记实业有限公司日前公告称与美国贝莱德牵头的财团达成原则性协议，拟向该财团出售旗下和记港口集团 80%的资产，转让其持有和运营的分布于23个国家的43个港口及配套物流网络，包括巴拿马运河两端的巴尔博亚和克里斯托瓦尔港口。 有人说，这个交易是普通的商业行为。果真如此吗？ 大家都能看到的是，特朗普今年1月刚就职便指中国在控制巴拿马运河，高调宣称美国要"收回"来，必要时不惜动用军队。紧接着，美国务卿鲁比奥首次外 访即直奔巴拿马进行施压。之后，赶在特朗普第一次作国会演讲前夕，上述消息被释放出来。这一切难道只是时间上的巧合？这到底是什么性质的交易？ 事实上，一些美英媒体已披露其中不少内幕。有媒体报道指，贝莱德CEO芬克与特 ...

以下文章来源于秦朔朋友圈 ，作者巫珩 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌，包括微信公众号、微博、视频节目、音频节目等。内容聚焦于 经济、金融和商业领域，关注重点为全球和中国财经商业热点、企业家精神、创新与发明创造、商业文明探索等。 羊城起了大早，却赶了一个晚集。 作者 | 巫珩 来源 | 秦朔朋友圈 （ID： qspyq2015 ） 最近，各地已陆续公布2024年经济成绩单。广州2024年的GDP为31032.5亿元，增速为2.1%，经此一役，广州在全国的排名从第 四位变成了第五位。 对于广州的表现，很多解读认为，是受到汽车产业以及房地产影响比较大，经济的发展面临动能转换深度调整期和升级发展的关键 期，增长放缓是在所难免的。 但很多人可能忽视了一个关键问题，广州，似乎越来越不像一座沿海城市。 作为一个在广州生活了十几年的广东人，我自认为对广州还是有发言权的。今天我会以自身的视角出发，聊一些普通人压根不知道 的、有信息差的地方。 01 如果你问一个广州人，广州有什么厉害的地方？他可能会脱口而出一串的文化符号，早茶、肠粉、醒狮、凉茶、粤语，纵览古今，且 ...

Financial Data and Key Metrics Changes - The Chinese government has placed significant emphasis on the development of the low-altitude economy, highlighting its strategic importance in national development and the need for a robust low-altitude safety management system [2][9] - The low-altitude economy is seen as a critical area for investment, with companies benefiting from advancements in manned spaceflight [8][24] Business Line Data and Key Metrics Changes - Yihang Intelligent has become the first globally to apply for and receive the operational certificate (OC certificate) for unmanned aerial vehicles, marking a significant step in the low-altitude economy [3][11] - The commercial and industrialization pace in the low-altitude sector has exceeded expectations, particularly in the main manufacturers and financial intelligence sectors [4][12] Market Data and Key Metrics Changes - The low-space industry is expected to show long-term investment value, with a potential second wave of market activity following a period of adjustment [7][21] - Key regions for low-altitude industry development include Guangdong, Anhui, Jiangsu, and the Sichuan-Chongqing area, which have strong industrial clusters and diverse application scenarios [19] Company Strategy and Development Direction - The focus is on core companies in the general aviation sector, particularly those with advanced technology and product lines, as investment opportunities in the A-share market [4][13] - Local governments play a crucial role in the development of the low-altitude economy, especially in promoting the construction of general aviation airports [14] Management's Comments on Operating Environment and Future Outlook - The management emphasizes the importance of a comprehensive low-altitude safety management mechanism for the healthy development of the low-altitude economy [10] - The market environment is currently favorable for dividend assets, with adjustments seen as buying opportunities [22] Other Important Information - The low-altitude economy is viewed as a significant area of focus, with related companies expected to benefit from developments in manned spaceflight [8][24] - The discussion highlighted the importance of top-level design and government investment in the low-space industry [7] Q&A Session Summary Question: What are the key drivers for the second wave of the low-altitude economy? - The second wave is driven by a recent meeting of the Central Political Bureau emphasizing the need for modern air traffic management and the healthy development of the low-altitude economy [9] Question: How does the development of the low-altitude economy relate to traffic safety? - The healthy development of the low-altitude economy is closely linked to the establishment of a comprehensive low-altitude safety management mechanism [10] Question: What are the latest developments of Yihang Intelligent in the low-altitude sector? - Yihang Intelligent has successfully applied for the OC certificate, which will accelerate the standardization of unmanned aerial vehicle operations [11] Question: Why are main manufacturers considered important in the low-altitude economy? - Main manufacturers are now seen as core investment focuses due to the accelerated pace of commercialization in the low-altitude economy [12] Question: What regions should be prioritized for low-altitude industry development? - Regions such as Guangdong, Anhui, Jiangsu, and Sichuan-Chongqing are highlighted for their strong industrial foundations and potential for low-altitude development [19]