Core Insights - Guangdong Province plans to arrange 1,500 key construction projects by 2025, with an annual investment target of 1 trillion yuan [1] - From January to May this year, the investment in key projects reached 452.2 billion yuan, accounting for 45.2% of the annual investment plan [1] - A total of 105 projects, including the second phase of the Hong Kong University of Science and Technology (Guangzhou) and a 10,000-ton carbon fiber project by Donghua Energy (Maoming), have commenced construction [1] Investment Projects - Ongoing projects include the Guanghe High-speed Railway segment from Baiyun Airport T3 to Jiangcun West, the Nansha to Zhuhai (Zhongshan) intercity railway, and the third phase expansion of Guangzhou Baiyun International Airport [1] - Other significant projects under construction are the Shenzhen Outer Ring Expressway (Phase III), Yangjiang Fanshi No.1 offshore wind farm, the second phase of Taipingling Nuclear Power Plant, and the South China Titanium Valley project [1] - The Longma Group's high-end equipment manufacturing base project in Yangjiang is also progressing smoothly [1]

2025年5月16日，证监会资产重组新规落地 ，明确"允许未盈利硬科技资产注入上市公司"——这是继科 创板"科八条"、地方百亿并购基金后，政策层面对并购重组的又一次强力刺激。 回顾近年数据可以看出， 并购市场热度持续升温 ，企业关注度、参与度逐渐提高： " 1、并购重组市场形势 | 并购六条导向 | 行业 | 2024年平均并购金额(亿元) | 较近 10年均值增幅(%) | | --- | --- | --- | --- | | 向新质生产力转型升级 | 国防车工 | 575.75 | 495.02 | | | 轻工制造 | 133.51 | 420.03 | | | 传 娱 | 147.46 | 179.31 | | | 计算机 | 34.23 | 42.67 | | | 医药生物 | 33.62 | 40.48 | | | 汽车 | 34.48 | 21.02 | | 加强产业整合 | 非银金融 | 374.54 | 234.08 | | | 纺织服饰 | 73.73 | 113.98 | | | 商贸零售 | 101.25 | 111.79 | | | 父通运输 | 147.46 | 61.12 | ...

Group 1 - The People's Bank of China has initiated a pilot program in Liuzhou, Guangxi, to promote transparent loan costs for enterprises, creating a "Loan Clarity Document" to outline all fees involved in the financing process [1] - The pilot program aims to reduce comprehensive financing costs for enterprises by guiding them to avoid unreasonable charges and helping eligible companies access support policies such as no-repayment renewals and government financing guarantees [1] - As of May 2025, pilot banks have provided the "Loan Clarity Document" to 154 enterprises, with a total loan amount of 1.966 billion yuan, showcasing the tangible benefits of this initiative [1] Group 2 - In the wood processing industrial park of Liucheng County, a leading wood company received an 8 million yuan working capital loan from Liucheng Rural Commercial Bank, which covered the equipment assessment fee, allowing the company to only pay an annual interest rate of 3.5% [2] - A local air conditioning sales company, facing a cash shortage, was provided with a 4 million yuan working capital loan by Liuzhou Bank, which also utilized a flexible repayment plan to ease the company's financial pressure, with an annual interest rate of 3.5% [3] - Everbright Bank offered a 6 million yuan working capital loan to a small logistics enterprise, and upon nearing maturity, provided a no-repayment renewal solution, ensuring the company only paid a 4.5% interest rate without any hidden fees, facilitating seamless loan renewal [4]

责编:徐小雪 电话:(010)67139791 传真:(010)67139791 E-mail:dfxcb@vip.sina.com ·海碳普惠串起! 2025年6月25日,全国低碳日上海主场活动上,上海碳普惠正式 上线。自此,上海市民可将乘坐地面公交、骑行共享单车、驾驶纯电动 车等日常绿色行为积累的碳减排量,在碳普惠平台商城中光换成数字 人民币、商品券、热门IP周边等77种权益。涵盖"蛋仔派对异形抱枕" "周同学限定徽章"等潮品,以及黑胶音乐会员卡、上海海昌海洋公园门 票等多样化选择,一经推出便广受市民欢迎。 经历近8个月的调试运行,碳普惠平台已有13万用户受邀参加了 抢先体验。首批"体验官"之一 -- 每天通勤接近80公里的市民杨女 士介绍,她每天乘坐地铁的减排大概有6.23千克,曾用42万多减排积 分兑换到了 48.9元数字人民币。在上海碳普惠机制中,1克减排量对 应1个碳积分。杨女士兑换的数字人民币来自"沪碳行"商城,该商城 将汇聚的碳积分转化为减排量,通过碳交易平台进行消纳,最终被某企 业购买用于上海碳配额履约。 这意味着,市民的低碳行动不仅产生实际减排量,更通过积分兑换 间接参与地方碳市场。碳普惠 ...

Core Viewpoint - The Hubei Provincial Safety Committee Office has issued a notice to enhance safety measures in response to the ongoing high-temperature weather, emphasizing the need for strict safety responsibilities and risk prevention in key sectors [1][2]. Group 1: Safety Measures and Responsibilities - Local authorities and departments are required to implement "party and government responsibilities, dual responsibilities for one position," and "three managements and three musts" to assess high-temperature risks and develop targeted measures [1]. - The notice highlights the importance of addressing safety production issues in critical areas such as hazardous chemicals, construction, and transportation, ensuring the dynamic elimination of major hazards [1]. Group 2: Specific Sector Guidelines - In the mining and commercial sectors, mines must ensure adequate ventilation underground, while commercial enterprises need to manage confined spaces effectively, adhering to the "ventilate first, test second, operate last" protocol [1]. - Hazardous materials companies are required to implement cooling and ventilation measures in storage areas and enhance dynamic monitoring of transport vehicles to prevent leakage [1]. Group 3: Transportation and Construction Safety - The transportation sector will conduct strict checks on overloading, fatigue driving, and other violations, urging companies to maintain vehicles to prevent overheating and tire blowouts [2]. - Construction activities are advised to adopt a "work at both ends, rest in the middle" approach to avoid outdoor work during high-temperature periods and to provide heat prevention supplies [2]. Group 4: Emergency Preparedness and Public Awareness - The notice mandates 24-hour duty and information reporting systems, the improvement of emergency plans, and enhanced drills, while closely monitoring meteorological warnings [2]. - Safety awareness campaigns will be conducted to educate the public on heat prevention and self-rescue knowledge, aiming to strengthen the safety defense against high temperatures [2].

近日，济南轨道交通7号线工业南路站（以下均为工程名）至华能路站（简称工华区间）右线隧道迎来关键进展，盾构机"春雷号"顺利始发，正式开启597米 的地下掘进之旅，标志着该区间建设驶入"快车道"。 直面多重"地下考验" "春雷号"此次掘进堪称一场高难度"地下闯关赛"： • 急弯与陡坡挑战：线路包含两处最小半径360米的急弯，类似地下"发卡弯"，对姿态控制精度要求极高；同时需应对25‰的单面坡，考验设备动力与推进稳 定性。 • 智慧掘进策略：依据地层变化和监测数据，动态优化掘进压力、速度等核心参数，确保设备平稳前行。 • 科技"智慧大脑"：借助盾构智能管理系统，实现精准轴线控制、沉降智能预测和施工可视化管理，提前预判风险、提升效率；同时配备严密应急预案并定 期演练，筑牢安全防线。 "春雷号"的掘进不仅是泉城地下的奋进序曲，更彰显着新时代基建力量。下一步，济南轨道交通集团7号线项目管理部将持续以科技与匠心推进施工，助力 济南轨道交通网络完善，让城市出行更便捷，城市脉动更强劲。 • 精密沉降管控：盾构路径下方密集分布11种重要地下管线，包括大直径雨水管、高压热力管等，沉降控制必须达到毫米级精度。 全方位护航与科技赋能 ...

"海洋产业增加值增速明显高于国内生产总值（GDP）增速，与此同时，海洋产业结构不断优化，传统 产业如渔业、船舶、油气、交通、旅游等持续发展，新兴产业如高端装备、生物医药、海洋电力等也快 速崛起。"叶银丹表示。 多数专家认为，我国海洋经济正处于向高质量发展的战略转型期。 "一个突出的表现在于，服务业在海洋经济中的重要性更加突出。"叶银丹分析认为，尽管在海洋经济的 产业链中，第二产业门类数量较多，但从增加值占比的角度来看，第三产业的重要性更加突出。数据显 示，2024年，海洋经济中三次产业结构占比分别为4.6%、35.8%和59.6%。 专家表示，中央财经委员会第六次会议释放出明确的"科技兴海"信号。随着人工智能、新能源技术等不 断渗透和应用于海洋产业，将为海洋经济向高科技、高附加值方向发展提供强大的技术支撑和创新动 力。科技创新将成为海洋经济发展的第一引擎。 年产值超10万亿元的海洋经济，再次迎来重磅政策利好。 近日召开的中央财经委员会第六次会议指出，推动海洋经济高质量发展，要加强顶层设计，加大政策支 持力度，鼓励引导社会资本积极参与发展海洋经济。 "推进中国式现代化必须推动海洋经济高质量发展，走出一条具有中国 ...

2025 年 07 月 07 日 北交所行业研究 研究所： 证券分析师： 罗琨 S0350522110003 luok@ghzq.com.cn 联系人 ： 禹露 S0350124070012 yul06@ghzq.com.cn [Table_Title] 本周北证 50 小幅回调、锦华新材上会，下周北 矿检测上会 ——北交所行业周报 最近一年走势 | 表现 | | 1M | 3M | 12M | | --- | --- | --- | --- | --- | | 北证 | 50 | -0.57% | 11.21% | 104.23% | | 沪深 | 300 | 3.38% | 3.13% | 14.98% | 相关报告 《北交所行业周报：本周北证 50 实现领涨、广信 科技上市，下周锦华新材上会（推荐）*中小盘*罗 琨》——2025-06-30 《北交所行业周报：近期北证 50 指数呈震荡回调， 下周奥美森上会（推荐）*中小盘*罗琨》—— 2025-06-23 《北交所行业周报：本周北交所放量下跌、交大铁 发正式上市，下周广信科技申购（推荐）*中小盘* 罗琨》——2025-06-16 《北交所行业周报：北证 ...

关注、加星，第一时间接收推送！ 文 | 赵伟、屠强 联系人 | 屠强、耿佩璇 摘要 高频跟踪：工业生产相对平稳，沥青开工边际改善，出行强度保持高位。 【工业生产】工业生产相对平稳。 本周，高炉开工率同比基本持平前周，录得0.7%。化工链生产有所回 暖，纯碱、PTA、涤纶长丝开工同比分别+1.9pct至-3.5%、+0.4pct至2.2%、+0.5pct至4.2%。相比之下，汽 车半钢胎开工率大幅下滑，同比-7.7pct至-9.0%。 【建筑业开工】沥青开工边际改善。 本周，全国粉磨开工率同比+0.6pct至-1.3%；水泥出货率仍在低位， 同比-1.8pct至-4.2%。沥青开工率有所回升，同比+2.2pct至6.8%。 【下游需求】地产成交大幅回落，出行强度保持高位。 本周，全国新房日均成交面积回落，同比-37.8pct 至-32.7%；其中，三线成交降幅较大。货运方面，与出口相关的港口货物吞吐量有所回落，同比-3pct至 0.6%；集运价格有所回落、环比-1.9%，美西航线运价大幅回落。作为对比，人流出行强度持续上行，全 国迁徙规模指数同比+0.3pct至14.5%。国内执行航班架次同比+1.9pct至3 ...

证券代码：002480 证券简称：新筑股份 成都市新筑路桥机械股份有限公司 编号：2025-003 | | 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | 动类别 | □现场参观 | | | □其他 （请文字说明其他活动内容） | | 活动参与人员 | 1、公司接待人员：张杨、简杰； | | | 2、来访对象：安格斯商业管理（成都市）集团有限公司。 | | 时间 | 2025 年 07 月 07 日（星期一）下午 15:00-16:00 | | 地点 | 新筑股份办公楼 324 会议室 | | 形式 | 现场交流 | | | 一、公司情况介绍 | | | 成都市新筑路桥机械股份有限公司（以下简称"公司"） | | | 副总经理、董事会秘书张杨从历史沿革、产业布局等方面介绍 | | | 公司基本情况，并介绍了公司本次重大资产重组预案基本情 | | | 况。 | | | 二、问答环节 | | | 问 1：请介绍本次重组方案。 | | | 答：公司已披露重组预案，本次公司拟向四川蜀道轨道交 | | | 通集团 ...