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千年文脉织锦绣──绍兴上市公司引领新质生产力发展一线观察
Shang Hai Zheng Quan Bao· 2025-11-28 18:47
今年上半年绍兴上市公司 占全市规上工业企业相关指标的比例 2023年12月,古越龙山黄酒产业园一期项目建成投产 古越龙山 黄酒产业园一期项目 华纬科技悬架弹簧 自动化生产线 芯联集成晶圆 芯联集成产线 今日绍兴 酒是时间的艺术、时间的产物,古越龙山的中央酒库储藏着1100多万坛、约26万吨原酒,这是古越龙山 最宝贵的财富。 ——古越龙山 董事长孙爱保 制造业成长无捷径,要不断打磨技术,抓住产业机遇,突破边界。 ——华纬科技 董事长金雷 2026年,我们的目标是迈过百亿元规模;2029年,我们的目标是成为中国最大的功率和模拟芯片研发及 大生产基地。 ——芯联集成 放诸改革开放47年的历史坐标,绍兴最显著的产业故事之一,就是在"一匹布上织出了锦绣大潮"。如 今,作为金名片的绍兴纺织产业,仍在书写"布满全球"的大文章;更多的战略性新兴产业则拔节生长, 共同"编织"绍兴现代化产业体系的经纬。 从数据看,"十四五"期间,绍兴市GDP总量接连跨越七千亿元、八千亿元大关,经济增速连续四年稳居 全省前三。一批优强企业脱颖而出登陆资本市场,资本市场"绍兴板块"市值突破万亿元,牵引区域经济 进阶向新。 从动能看,充满活力的县域经 ...
中电环保调整组织架构 优化管理提升运营效率以适应业务发展
Xin Lang Cai Jing· 2025-11-28 14:02
公告显示,此次组织架构调整议案经公司董事会审议通过,体现了公司对内部管理优化的重视。据了 解,中电环保此次调整组织架构的核心目标包括三方面:一是通过优化管理链条,减少管理层级,提升 决策与执行效率;二是整合内部资源,强化各业务板块协同效应,增强整体运营能力;三是为公司未来 业务拓展预留管理空间,支持战略规划落地。 登录新浪财经APP 搜索【信披】查看更多考评等级 中电环保股份有限公司(证券代码:300172,证券简称:中电环保)于2025年11月28日发布公告称,公 司第七届董事会第一次会议审议通过《关于调整公司组织架构的议案》,决定对公司组织架构进行调 整,旨在进一步优化管理组织架构,提升经营管理水平和运营效率,以适应公司未来业务发展需要。 公司在公告中表示,调整后的组织架构图示已随公告正式披露,投资者可通过公司公告附件查看具体架 构情况。董事会认为,本次组织架构调整符合公司当前发展阶段的实际需求,有助于提升公司整体运营 效率,对公司长期发展具有积极意义。 作为环保领域的重要企业,中电环保此次组织架构调整被业内视为其应对行业竞争、深化战略布局的重 要举措。市场分析人士指出,合理的组织架构是企业高效运营的基础 ...
深圳能源:11月28日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-28 12:02
Core Viewpoint - Shenzhen Energy announced the convening of its 41st board meeting on November 28, 2025, to review the proposal for amending the "Board Secretary Work System" [1] Group 1: Company Financials - For the first half of 2025, Shenzhen Energy's revenue composition was as follows: electricity accounted for 62.18%, environmental protection for 18.52%, gas for 13.65%, and other industries for 5.64% [1] - As of the report date, Shenzhen Energy's market capitalization was 31.7 billion yuan [1]
环境治理板块11月28日涨0.88%,武汉天源领涨,主力资金净流出1.34亿元
Zheng Xing Xing Ye Ri Bao· 2025-11-28 09:15
证券之星消息,11月28日环境治理板块较上一交易日上涨0.88%,武汉天源领涨。当日上证指数报收于 3888.6,上涨0.34%。深证成指报收于12984.08,上涨0.85%。环境治理板块个股涨跌见下表: | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603686 | 福龙马 | 4977.55万 | 2.65% | -2471.00万 | -1.31% | -2506.55万 | -1.33% | | 603903 中持股份 | | 2281.39万 | 9.61% | -1979.60万 | -8.34% | -301.79万 | -1.27% | | 600217 | 中再盗环 | 1898.23万 | 21.18% | -807.51万 | -9.01% | -- - 1090.72万 | -12.17% | | 300334 津膜科技 | | 1455.01万 | 10.13% | 620.25万 | ...
华控赛格:主动终止向特定对象发行股票事项
Mei Ri Jing Ji Xin Wen· 2025-11-28 09:08
Company Overview - Huakong Saige (SZ 000068) announced the termination of a plan to issue shares to specific targets during its board meeting on November 27, 2025 [1] - The company's current market capitalization is 3.8 billion yuan [1] Revenue Composition - For the first half of 2025, Huakong Saige's revenue composition is as follows: - Trade business: 65.52% - Engineering construction: 21.78% - Software and information technology services: 7.32% - Environmental protection industry: 5.2% - Others: 0.17% [1]
华控赛格:11月27日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-28 08:58
每经头条(nbdtoutiao)——已有75人遇难,1名死者为消防员,还有10名消防员受伤!记者现场直击香 港大埔火灾:燃烧的宏福苑,五级大火的五个谜团 (记者 王晓波) 每经AI快讯,华控赛格(SZ 000068,收盘价:3.79元)11月28日晚间发布公告称,公司第八届第十七 次董事会临时会议于2025年11月27日以通讯表决的方式召开。会议审议了《关于拟签订 <土地整备利益 统筹项目补偿安置补充协议书> 的议案》等文件。 2025年1至6月份,华控赛格的营业收入构成为:贸易业务占比65.52%,工程施工占比21.78%,软件和 信息技术服务业占比7.32%,环保行业占比5.2%,其他占比0.17%。 截至发稿,华控赛格市值为38亿元。 ...
如何推动环境基础设施建设提质增效?
Jing Ji Ri Bao· 2025-11-28 06:50
产业协同是环境基础设施由单点升级向产业链融合发展的新动能。环境基础设施提质增效不能局限于单 一设施的改造升级,还应推动实现产业链一体化协同发展。通过数据、业务与系统的集成联动,构 建"一张网络联通、一套数据共享、一个平台统管"的管理架构,可以在突破设施运营效率与服务质量瓶 颈的同时,带动产业链深度融合,实现废弃物全链条可视、可控、可追溯。例如,江苏省通过构建"产 废单位—智慧中台—处置集群"危废治理产业链,实现危废"产、收、运、处"的全流程闭环管理,不仅 破解了危废收集处置"最先一公里"与"最后一公里"梗阻,还成为推动地区产业高质量发展的新引擎。 机制创新是环境基础设施由财政消耗型向价值创造型可持续发展转变的催化剂。减少环境基础设施建设 运营对地方财政的过度依赖亟需摆脱行政体制的效率束缚,通过专业化运营提升环境基础设施的价值创 造能力。通过设计"政策激励+商业创新"的双轮驱动策略,支持运营企业开展环境基础设施的智慧升级 与管理模式创新,激活环境效益的经济价值转化路径,实现环境治理与产业发展的良性互动。例如,河 北省秦皇岛市以TOT模式将污水处理厂、污水泵站和污水管网等存量设施整体打包转让给社会资本,通 过一体 ...
【申万宏源脱水研报】年度策略精粹
申万宏源研究· 2025-11-28 03:01
Group 1: High-end Manufacturing and Security - The defense industry is entering a new cycle driven by both domestic demand and external potential, focusing on information technology, intelligent equipment, and emerging fields like military trade and deep space economy [2] - The machinery sector is expected to undergo a value reassessment and technological empowerment, with a focus on robotics and autonomous driving, alongside a push for core technology breakthroughs [2] - The electric power and new energy sectors are witnessing a new growth cycle, with lithium battery storage demand surging and the photovoltaic market stabilizing [2] - The home appliance industry is focusing on policy subsidies, technological transformation, and overseas expansion, particularly in Southeast Asia and Latin America [2] - The automotive sector is experiencing rapid technological advancements in smart driving and hybrid technologies, with a focus on export opportunities and collaboration with tech companies [2] Group 2: Real Estate and Banking - The real estate market is stabilizing, with key cities expected to see price stabilization driven by household balance sheet recovery and supportive policies [3] - The banking sector is entering a new profit cycle, with stable interest margins supporting long-term profitability, and a focus on undervalued shares and quality city commercial banks [4] Group 3: Securities and Insurance - The securities industry is benefiting from wealth management trends, with a focus on stable earnings and international expansion as a long-term narrative [5] - The insurance sector is characterized by high elasticity, with investment-driven profit growth and a focus on regulatory compliance and risk management [6] Group 4: Construction and Chemicals - The construction industry is expected to stabilize with government debt management and new infrastructure projects, focusing on regional coordination and green development [10] - The chemical sector is entering a recovery phase, with a focus on high-quality enterprises and strategic investments in various chains [10][12] Group 5: Utilities and Environmental Protection - The utilities sector is seeing steady growth in electricity demand, with a focus on high-dividend investments in water and coal power [13] - The environmental protection sector is benefiting from policy adjustments and technological advancements, with a focus on improving profitability in water and waste management [16] Group 6: Capital Markets and Financial Innovation - The capital market is exploring new paths for empowering inclusive finance, focusing on small and micro-enterprise support and rural revitalization [21] - The green certificate market is expected to grow significantly, driven by policy support and increasing demand for renewable energy [22] Group 7: E-commerce and Retail - The retail sector is experiencing structural changes driven by AI, with a focus on rational competition and the globalization of Chinese brands [23] Group 8: Bonds and Financial Engineering - The convertible bond market is expected to see continued growth, driven by demand for fixed income and equity market expectations [25] - The quantitative investment sector is gaining traction, with a focus on unique strategies and the development of fixed income products [27]
各美其美,美美与共:诗意栖居的一千种答案
第一财经· 2025-11-28 03:00
Core Viewpoint - The article emphasizes the importance of rural revitalization in China, highlighting successful case studies and the role of Agricultural Bank in supporting these initiatives through financial services [1][18]. Group 1: Case Study of Ta Yuanzhuang Village - Ta Yuanzhuang Village, known as "China's Most Beautiful Leisure Village," has transformed from a poverty-stricken area to a thriving community with over 1.6 million annual visitors and an average income exceeding 30,000 yuan per villager [3][5]. - The village's success is attributed to innovative industrial models, including modern agriculture, rural tourism, and health care, supported by Agricultural Bank's financial backing [5][6]. - The partnership with Tongfu Group has led to the establishment of a rural revitalization demonstration park, generating over 30 million yuan in revenue in 2021 and providing stable income for villagers through job opportunities and land leasing [6][7]. Group 2: Environmental Protection in Yangshuo - In Yangshuo, the Yangshuo Deep Energy Environmental Company has effectively managed waste disposal, processing 1,000 tons of waste daily and generating 123.11 million kWh of electricity in the previous year, significantly reducing carbon emissions [9][10]. - Agricultural Bank provided crucial funding of 517 million yuan to support the establishment of this waste-to-energy facility, which has become a model for environmental protection in rural areas [10][11]. - The project has improved the local environment, enhancing the tourism experience and contributing to the overall rural revitalization efforts [11][12]. Group 3: Financial Support for Rural Development - Agricultural Bank has introduced various financial products tailored to rural development, such as "He Mei Rural Construction Loan" and "Tourism Industry Loan," to meet the specific needs of different villages [17][18]. - As of the end of Q3 2025, the bank's loans in the rural construction sector exceeded 2.4 trillion yuan, demonstrating its commitment to supporting rural infrastructure and services [17][18]. - The bank's approach includes supply chain finance for industrial upgrades, green credit for ecological protection, and loans for small and micro enterprises, ensuring a comprehensive support system for rural areas [18][19].
首创环保:11月27日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-11-27 10:09
Group 1 - The core point of the article is that Shouhua Environmental Protection held a temporary board meeting to discuss the issuance of a notice for a shareholders' meeting [1] - For the first half of 2025, Shouhua Environmental Protection's revenue composition is as follows: wastewater treatment accounts for 36.74%, waste treatment for 21.69%, water treatment for 19.26%, water supply services for 5.87%, and comprehensive water environment management for 5.59% [1] - As of the report date, Shouhua Environmental Protection has a market capitalization of 22.2 billion yuan [1]