Workflow
制造业
icon
Search documents
城记 | 一周聚焦:民营企业500强榜单发布,长三角“多点开花”江浙领跑全国
Xin Hua Cai Jing· 2025-08-30 13:53
新华财经上海8月30日电 (谷青竹)近日,全国工商联发布"2025中国民营企业500强"、"2025中国制造 业民营企业500强"、"2025中国服务业民营企业100强"系列榜单。截至8月30日,据新华财经不完全统 计,长三角内已有南京、苏州、常州、杭州、宁波、湖州等城市发布相关数据解读。 从区域表现来看,长三角地区民营企业在本次榜单中尤为亮眼——浙江、江苏两省不仅包揽"中国民营 企业500强"上榜数量前两位,域内城市亦"多点开花",在企业规模、行业分布与创新能力上均展现出强 劲竞争力,成为全国民营经济发展的重要增长极。 递、携程商务、大华集团、申通速递、极兔速递这9家入选"中国服务业民营企业100强"的企业亦全部登 上"中国民营企业500强"总榜,凸显出上海在现代服务业方面的强大优势。 紧随浙江省之后,江苏省则有90家企业上榜 "中国民营企业500强",较去年增加1家,总数位居全国第 二。2024年,江苏全省民营经济增加值为7.98万亿元,占全省GDP比重达58.2%,可见民营企业在建设 经济大省的进程中发挥着"挑大梁"作用。从发展质量来看,全省有11家入围企业营收超千亿(较去年增 1家),61家入围企业为 ...
降息525基点!
Sou Hu Cai Jing· 2025-08-30 12:50
作者 | 城北徐公 数据支持 | 勾股大数据(www.gogudata.com) 全球各国正在陆续进入宽松周期。 这一次动作最大的,是美元加息最大的受害者之一、刚刚缓过气来的埃及。 当地时间8月28日,埃及央行宣布降息200个基点。 这也是埃及今年连续第三次降息,4月17日、5月22日分别下调225、100基点。 按照这种频率,接下来几个月的动作,很可能不会小。 为什么敢迈这么大的步子? 大背景当然是跟随全球货币政策周期。 不过按照埃及央行的说法,得益于汇率自由化改革(埃镑兑美元贬值约50%后逐步企稳),埃及经济的增速高于此前预期。 2025年第二季度,埃及经济实际增速达5.4%。 同时,通胀率自2023年峰值38.2%持续回落至9.4%,创三年新低,并预计还将继续降低。 温铁军有一句很经典的话:工业化是"资本不断增密,并且排斥劳动"的过程。 这是一个持续数十年的投入过程,劳动力会随之出现相对过剩。 但现代埃及的发展,与之几乎相反。 至少在7400年前,在定期泛滥的尼罗河两岸,肥沃的土壤上就已经诞生出大规模的农业生产。 此后数十个世纪,不论是作为独立国家,还是被征服为大帝国的行省,埃及始终是世界上最重要的粮食 ...
工业企业利润增速降幅收窄,三季度末预计小幅转正|宏观经济
清华金融评论· 2025-08-30 10:48
文/ 广发证券 资深宏观分析师 王丹 8月27日,国家统计局公布并解读 202 5年7月份工业企业利润数据,数据 显示, 7 月 规上工业企业营收当月同比增长 0. 9% , 与 5 - 6 月 的 1. 0% 基本持平,边际变化以小幅震荡特征为主。前 7 个 月营 收累计 同比 增速 为 2 .3% ,略 低于上半年的 2.5% 。分析认为, "反内卷"带动部分上游 行业利润改善, 从季度视角来看,三季度工业企业利润增速应大概率好 于二季度。 工业企业营收呈"磨底"特征。 7 月规上工业企业营收当月同比增长 0.9% ,与 5-6 月的 1.0% 基本持平,边际变化以小幅震荡特征为主。前 7 个月营收累计 同比增速为 2.3% ,略低于上半年的 2.5% 。 据万得数据(下同),前 7 个月规上工业企业营业收入同比实现 2.3% ,低于前值的 2.5% , 4-7 月营收累计同比连续 4 个月小幅放缓。 从当月同比看, 7 月营业收入当月同比增长 0.9% , 6 月营业收入同比为 1.0% ,增速与 5 月持平 。我们此前根据累计值和累计同比推算, 4 月营收当月 同比增长 2.6% , 3 月当月同比为 ...
加拿大第二季度GDP按年率计算萎缩1.6%
Sou Hu Cai Jing· 2025-08-30 10:12
中新社北京8月30日电 渥太华消息:加拿大统计局当地时间29日公布的数据显示,该国第二季度国内生 产总值(GDP)按年率计算萎缩1.6%,略高于加拿大央行今年7月预测的1.5%降幅。据加拿大广播公司报 道,这是该国GDP七个季度以来首次下降。 加拿大统计局同时指出,该国第二季度企业库存增加、家庭支出增长、商品进口减少,缓解了出口下滑 等负面影响。国内需求增长3.5%,表明该国国内经济状况良好。 来源:中国新闻网 加拿大统计局表示,该国第二季度经济萎缩主要因商品出口大幅下滑,以及企业对机械设备的投资减 少。数据显示,受美国加征关税影响,加拿大第二季度出口下降7.5%。其中,乘用车和轻型卡车出口 暴跌24.7%,工业机械、设备及零部件出口下降18.5%,旅游服务出口下降11.1%。 据加拿大广播公司报道,分析人士认为,该国第二季度经济增长放缓幅度超出预期,或将增加该国央行 今年9月降息的可能性,以促进经济复苏。(完) ...
潘向东:人民币贬值着地了,股市行情可能也就来了
Sou Hu Cai Jing· 2025-08-30 06:05
Economic Growth and Investment - The current economic growth is stable, with a slight decline after a rebound in Q1, but investment growth is expected to remain strong, as indicated by a 32.2% year-on-year increase in planned investment for new projects in the first five months [1] - Real estate sales have surged, with sales area and sales revenue increasing by 33.2% and 50.7% year-on-year respectively in the first five months, leading to an 18.3% increase in new construction area [2] - State-owned enterprises are experiencing a significant rise in investment growth at 23.3%, while private investment growth is only 3.9%, marking a notable divergence in investment behavior [2] Manufacturing and Trade - The total import and export volume decreased by 3.2% year-on-year in the first five months, reflecting a downturn in manufacturing investment and indicating a decline in international competitiveness of the manufacturing sector [3] - The trend of declining manufacturing investment since 2010 continues, with rising costs driving manufacturing companies to relocate overseas [3] Debt and Leverage - Despite rising government and household debt since 2008, China's overall leverage ratio remains relatively safe compared to global standards, although non-financial corporate leverage has reached high levels [4] - The high debt levels in traditional cyclical industries like steel and oil have led to some corporate defaults, but the overall risk to the economy is currently manageable [4] Capital Market Policies - Short-term capital market policies are expected to regulate market activities, which may suppress market activity temporarily but are aimed at long-term development [5] - The liquidity in the economy is expected to remain relatively abundant, with high financing costs for small and medium enterprises indicating structural issues in the financial system [5][6] Currency and Exchange Rate - The valuation of the RMB remains a contentious issue, influenced by trade balances and economic structure, with ongoing debates about its reasonable valuation range [7] - A potential moderate depreciation of the RMB is considered a suboptimal choice to balance trade and non-trade sectors, despite concerns about its impact on capital markets and investor confidence [8]
一文读懂横琴三项企业所得税政策
蓝色柳林财税室· 2025-08-30 01:12
欢迎扫描下方二维码关注: 享受本条优惠政策的企业需符合以下 条件: (一) 以《横琴粤澳深度合作区企业 所得税优惠目录(2021版)》(以 下简称《目录》)中规定的产业项 目为主营业务,且其主营业务收入 占收入总额60%以上。收入总额按 照《中华人民共和国 企业所得税法》第 六条规定执行。 (二) 进行实质性运营,实质性运营 是指企业的实际管理机构设在横琴 粤澳深度合作区,并对企业 生产经营、人员、账务、 财产等实施实质性全面 管理和控制。 对不符合实质性运营的企业, 不得享受优惠。 税率征收企业所得税。 对总机构设在横琴粤澳深度合 作区的企业,仅就其设在合作区内 符合本条规定条件的总机构和分支 机构的所得适用15%税率, 对总机构设在合作区以外的企 业,仅就其设在合作区内符合本条 规定条件的分支机构所得适用15% 税率。具体征管办法按照税务总局 有关规定执行。 、,享受优惠的条件有哪些? 《关于横琴粤澳深度合作区符合条件 的产业企业实质性运营有关问题的公告》 适用于注册在合作区的居民企业、居民 企业设立在合作区的分支机构 以及非居民企业设立在合作区 的机构、场所。 注册在合作区的居民企业,从事 符合条件产业 ...
5个月新高!美联储最青睐通胀指标升温,如何影响降息前景
Di Yi Cai Jing· 2025-08-30 00:18
Core Insights - The core PCE price index in the U.S. rose to a year-on-year increase of 2.9% in July, indicating a slight uptick in inflationary pressures [1][2] - Consumer spending saw its largest increase in four months, accelerating to 0.5% in July, primarily driven by durable goods purchases [2][3] - The labor market remains weak, with average monthly job growth significantly lower than previous years, which may influence future monetary policy decisions [3][5] Inflation Trends - The PCE price index increased by 0.2% month-on-month in July, with a year-on-year growth of 2.6%, remaining stable compared to June [2] - Core PCE, excluding volatile food and energy prices, rose by 0.3% month-on-month, with a year-on-year increase of 2.9%, the highest since February [2] - Service costs rose by 0.3% month-on-month and 3.4% year-on-year, indicating persistent inflation in the service sector, which is less affected by tariffs [2][4] Economic Outlook - The upcoming Federal Reserve meeting in September will consider the July PCE data alongside the non-farm payroll and CPI reports [4] - Rising tariffs are expected to increase business costs, potentially leading to higher consumer prices, as indicated by recent warnings from retailers and automakers [4] - The probability of a 25 basis point rate cut in September is currently at 84%, reflecting a growing consensus within the Federal Reserve, despite concerns about inflation [5][6]
万得凯2025年中报简析:净利润同比下降16.92%,公司应收账款体量较大
Zheng Quan Zhi Xing· 2025-08-29 23:43
Core Viewpoint - The recent financial report of Wandekai (301309) indicates a decline in revenue and net profit, raising concerns about the company's financial health and operational efficiency [1][2]. Financial Performance - For the first half of 2025, the company reported total revenue of 414 million yuan, a year-on-year decrease of 7.29% - The net profit attributable to shareholders was 60.28 million yuan, down 16.92% year-on-year - In Q2 alone, revenue was 201 million yuan, a decline of 6.35% year-on-year, with net profit at 26.42 million yuan, down 16.07% [1] Profitability Metrics - The gross profit margin stood at 24.22%, an increase of 3.61% year-on-year - The net profit margin was 14.43%, reflecting a decrease of 10.5% year-on-year - Total selling, administrative, and financial expenses amounted to 28.33 million yuan, which is 6.84% of revenue, showing a significant increase of 385.98% year-on-year [1] Asset Management - The accounts receivable are notably high, with accounts receivable accounting for 97.81% of the latest annual net profit [1][3] - The company reported a net asset value per share of 15.9 yuan, an increase of 7.49% year-on-year, and an operating cash flow per share of 1.12 yuan, up 227.71% year-on-year [1] Return on Investment - The company's Return on Invested Capital (ROIC) for the previous year was 8.49%, indicating average capital returns - The historical median ROIC since the company went public is 20.59%, with the lowest ROIC recorded in 2023 at 5.46% [2] Debt Servicing Capability - The company maintains a healthy cash asset position, indicating good debt servicing capability [2] Business Model Insights - The company's performance is primarily driven by capital expenditures, necessitating careful evaluation of the profitability and necessity of these capital projects [2]
中炬高新:火炬集团拟增持2亿元~4亿元公司股份
Sou Hu Cai Jing· 2025-08-29 17:57
(记者 胡玲) 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。 每日经济新闻 每经AI快讯,中炬高新(SH 600872,收盘价:19.12元)8月30日发布公告称,火炬集团拟自2025年9月 1日起12个月内,通过上海证券交易所集中竞价交易等合法合规方式增持中炬高新股份,拟增持金额不 低于人民币2亿元,不超过人民币4亿元。 2025年1至6月份,中炬高新的营业收入构成为:制造业占比98.42%,房地产及服务业占比1.75%,分部 间抵消占比-0.17%。 每经头条(nbdtoutiao)——近120个品牌、1600辆车逐鹿西南!下半年国内首个A级车展开幕:新能 源"第三极"将改写车市格局 ...
福达股份: 福达股份第六届董事会第二十七次会议决议公告
Zheng Quan Zhi Xing· 2025-08-29 17:46
证券代码:603166 证券简称:福达股份 公告编号:2025-052 桂林福达股份有限公司 第六届董事会第二十七次会议决议公告 二、董事会会议审议情况 公司董事会战略委员会对本议案提出建议,并提交董事会审议。 董事会同意公司向中国银行间市场交易商协会申请注册金额不超过人民币 5 亿元 (含本数)的中期票据,期限不超过 3 年(含本数),根据资金需求情况在注册有效期 内择机一次或分期发行。公司董事会提请股东会授权董事会并由董事会授权董事长或董 事长授权人士全权负责办理公司本次注册发行中期票据的具体相关事宜。 具体内容详见公司于同日在上海证券交易所网站(www.sse.com.cn)上披露《福达 股份关于拟注册发行中期票据的公告》。 表决结果:同意 9 票,反对 0 票,弃权 0 票。本事项尚需提请公司 2025 年度第 二次临时股东会审议。 具体内容详见公司于同日在上海证券交易所网站(www.sse.com.cn)披露的《福 达股份关于召开 2025 年第二次临时股东会的通知》。 表决结果:同意 9 票,反对 0 票,弃权 0 票。 特此公告。 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 ...