本报讯 （记者袁传玺）天眼查工商信息显示，近日，沃顿科技（南京）有限公司成立，注册资本3亿元，经营范围包括建 设工程设计、建设工程施工、工程和技术研究和试验发展、生态环境材料制造等。股东信息显示，该公司由沃顿科技 （000920）全资持股。 （编辑 黄力） ...

中国中冶公告，2025年1-11月新签合同额9581.3亿元，较上年同期降低8.6%，其中新签海外合同额750 亿元，较上年同期增长0.4%。 ...

中国中冶（601618）(01618)发布公告，本公司2025年1-11月新签合同额人民币9581.3亿元，较上年同期 降低8.6%，其中新签海外合同额人民币750.0亿元，较上年同期增长0.4%。 ...

格隆汇12月15日丨中国中冶(01618.HK)公告，公司2025年1-11月新签合同额人民币9,581.3亿元，较上年 同期降低8.6%，其中新签海外合同额人民币750.0亿元，较上年同期增长0.4%。 ...

格隆汇12月15日丨圣晖集成(603163.SH)公布，公司下属控股子公司 Acter Technology Company Limited 于近日中标 Peng Shen Technology (Thailand) Co.,Ltd.下发的泰国鹏晟PA02 动力及内装⼀次配机电工程项 目并收到项目订单，订单总价THB1,967,000,000（折合人民币约 4.32 亿元）（未税）。 ...

Group 1: Healthcare Sector Insights - The new medical insurance directory and the first commercial insurance innovative drug directory have been released, emphasizing both expansion and quality improvement to support the high-quality development of innovative drugs [3][4]. - The success rate of negotiations for the medical insurance directory reached 88%, the highest in seven years, while the commercial insurance directory included 19 innovative drugs with a negotiation success rate of 79% [4]. - The approval rate for drugs outside the directory is 41.48%, indicating a strict evaluation process, while the renewal rate for negotiated drugs within the directory is as high as 75% [4]. Group 2: Investment Opportunities in Pharmaceuticals - Companies such as Heng Rui Medicine, BeiGene, Innovent Biologics, and CanSino Biologics are recommended for attention due to their focus on "true innovation" and "differentiated innovation" in the context of the dual directory collaboration [4]. - Huazhong Bio (002007.SZ) is increasing its investment in vaccine development, innovative drugs, and biosimilars, with a cash dividend of 7 yuan per 10 shares (including tax) and a dividend yield of 4.63% [10]. Group 3: Glass Industry Analysis - The float glass industry is seeing a trend of increasing concentration among leading companies, with a recommendation to focus on Xinyi Glass and Qibin Group [12]. - The photovoltaic glass sector is expected to clear out a number of small and medium enterprises at the industry cycle's bottom, leading to a significant increase in concentration among leading firms, similar to the float glass industry [12]. Group 4: Financial Data Overview - In November, financial data showed a recovery due to increased fiscal spending, with new social financing reaching 2.5 trillion yuan, maintaining an 8.5% growth rate [26]. - The M2 money supply growth remained stable, while M1 growth declined further, indicating a shift in the credit structure towards short-term loans [26]. Group 5: Investment in Debt Instruments - The low interest rate environment is expected to enhance the attractiveness of fixed-income assets, making bond ETFs a favorable investment opportunity [28]. - The Guotai Shanghai 10-Year Treasury ETF (511260.SH) is highlighted for its large scale, good liquidity, and favorable risk-return ratio, suggesting a strong trend towards public funds as core asset allocations [28]. Group 6: Robotics and Automation Sector - The company Geekplus (2590.HK) is recognized as a global leader in the AMR warehouse sector, with a strong commercial capability and a significant global presence [30]. - The company is expected to see revenue growth from 3.16 billion yuan in 2025 to 5.12 billion yuan in 2027, with a projected price-to-sales ratio lower than comparable companies [30].

A股又现惊魂时刻！12月9日，央企巨头中国中冶（601618.SH）上演"平地惊雷"，在股价已跌至3元区间、处于两年低位的情况下，开盘直接跳空下杀， 不到半小时就被死死摁在跌停板上，最终报收3.05元，跌幅10.03%，全天成交额暴增至23.94亿元，换手率飙至年内新高4.36%。更惨烈的是其港股 （01618.HK），单日暴跌超20%，收盘价仅1.88港元，百亿市值一天蒸发，让持股的28万投资者猝不及防，股吧里满是"抄底抄在半山腰""低价也能跌 停"的哀嚎。 | 央国中冶 | | | | | | --- | --- | --- | --- | --- | | 601618 融 沪股通 L1 | | | | | | 3.23 3.05 | 島 | 市值⊙ 632.07亿 | 量比 | 3.62 | | 3.05 | (HE | 流通 544.50亿 | 换 | 4.36% | | -0.34 -10.03% 开 3.23 | | 市盈TTM 16.27 | 额 | 23.94亿 | | 港股 1.880-21.01% H/A溢价率 -43.96% 溢价分析 | | | | | | 同花顺 龙虎榜:12-09入 ...

天眼查App显示，近日，江苏小澄子冰雕有限公司成立，法定代表人为江乃英，注册资本1000万人民 币，经营范围为许可项目：建设工程施工；建设工程施工（除核电站建设经营、民用机场建设）；建设 工程设计（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以审批结果为 准）一般项目：文艺创作；金属结构销售；砼结构构件销售；园林绿化工程施工；工艺美术品及收藏品 批发（象牙及其制品除外）；工艺美术品及收藏品零售（象牙及其制品除外）；非物质文化遗产保护； 水泥制品销售；工程管理服务；对外承包工程；普通机械设备安装服务；广告制作；会议及展览服务； 文化场馆管理服务；娱乐性展览；制冷、空调设备销售；特种设备销售；机械设备租赁；气体压缩机械 销售；劳务服务（不含劳务派遣）；人力资源服务（不含职业中介活动、劳务派遣服务）；旅游开发项 目策划咨询；专业设计服务；农村民间工艺及制品、休闲农业和乡村旅游资源的开发经营；网络技术服 务；网络与信息安全软件开发；软件开发；技术服务、技术开发、技术咨询、技术交流、技术转让、技 术推广（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Group 1 - The company focuses on the development of new infrastructure business [2] - The company has participated in several key projects, including the Ningxia Zhongwei Cloud Data Center, Xinjiang Kerong Cloud Intelligent Computing Center, and the National Cybersecurity Base Intelligent Computing Center [2]

参与此次调研的睿远基金是一家以价值投资、研究驱动和长期投资风格为主的长期价值投资机构，聚焦 于权益投资和固定收益投资领域。截至目前，管理基金数量5只，其中睿远成长价值混合A最新单位净 值为1.9997，近一年增长62.96%。 在业务发展方面，公司作为全球水泥技术装备与工程服务领域规模领先的集成服务商，业务贯穿矿山开 采、水泥生产线技术研发、数字设计、智能制造、智慧建设、智慧运维及售后服务等全流程。2025年前 三季度境外订单同比增长37%，境外工程和境外装备订单持续高增。根据相关机构预测，2026至2030年 境外水泥工程服务市场年均规模预计可达323亿元，非洲、中东、南亚等"一带一路"沿线国家的新建需 求和欧洲等成熟市场的存量技改需求为增长动力。 在未来规划上，公司从2024年底开始谋划部署"十五五"规划，已形成初步发展思路：继续秉持稳中求进 工作总基调，推动业绩向上、结构向优、质效向好，全面融入集团产业布局；建强"十五五"战略科技力 量，推动科技创新和产业创新深度融合；坚持发展速度与发展质量并重，强基固本，夯实高质量发展根 基。针对应收账款管控，公司已成立"两金"压降工作组，建立了包括强化组织保障、严格 ...