Group 1 - The China-ASEAN Artificial Intelligence Innovation Cooperation Center has signed its first batch of 40 projects, focusing on key areas such as computing infrastructure, algorithm development, and AI + manufacturing, attracting leading companies like Huawei and SenseTime [1] - In the first quarter of this year, Guangxi signed 24 "AI +" industrial projects with a total investment of 19 billion yuan, and the added value of high-tech manufacturing increased by 30.1% year-on-year, contributing over 50% to industrial growth [1] - Guangxi is leveraging "AI +" to drive intelligent transformation across various industries, promoting a comprehensive upgrade of its industrial system towards high-end, intelligent, and green development [1] Group 2 - Guangxi is actively implementing the Chinese government's "AI Capability Construction Inclusive Plan" and has established the China-Laos AI Innovation Cooperation Center, the first AI cooperation platform with ASEAN countries [2] - The region is systematically advancing technology inclusivity, corpus construction, and the development of AI sovereign large models to build a community of shared destiny in the intelligent era with ASEAN [2] Group 3 - In the first quarter, the production of service robots in Guangxi reached 228,000 units, a year-on-year increase of 48.2%, with 71 AI products and 39 vertical models released [6] - Guangxi has cultivated 37 autonomous-level intelligent manufacturing benchmark enterprises, 338 intelligent factories, and 277 digital workshops, with over 4,000 large-scale industrial enterprises implementing "smart transformation" [6] Group 4 - The first 3,800 mm wide thick plate production line in Guangxi is operating at full speed, with high demand for its products, marking a successful transformation for the steel industry [9] - The sales of high-end products from the steel group have increased by 42% year-on-year, with over 70% of their products now serving the manufacturing sector [9] Group 5 - In Nanning, the BYD 45GWh power battery and energy storage system project is producing batteries at a rapid pace, with a new ecosystem being developed for aluminum deep processing and new energy industries [10] - In the first quarter, the production of solar cells, displays, optoelectronic devices, and electronic components saw significant increases, with lithium-ion battery production for automobiles growing by 90% [10] Group 6 - The automotive industry is experiencing a technological upgrade, with SAIC-GM-Wuling's new voice recognition technology and intelligent parking systems gaining attention at the Shanghai Auto Show, leading to a 71.3% increase in sales of new energy vehicles [12] - The local supply chain for new energy vehicles in Liuzhou has a localization rate exceeding 63%, with the core industry cluster generating an annual output value of 66 billion yuan [17] Group 7 - Guangxi is focusing on developing a million-kilowatt offshore wind power base and a billion-level offshore wind power industry cluster, enhancing its position in the national industrial landscape [14]

DEME COMPLETES HAVFRAM ACQUISITIONFollowing the announcement on April 9, 2025, of its agreement to acquire Havfram, an international offshore wind contractor based in Norway, DEME (Euronext: DEME) has now successfully completed the acquisition. The transaction, valued at approximately 900 million euros, has passed all customary closing conditions. Attachment P2025 DEME Project Havfram v20250502 ENG ...

重点项目建设是稳定经济运行的"压舱石"，也是驱动经济增长的"强引擎"。近年来，儋州市税务局秉 持"项目为王、服务为先"的理念，对重点项目进行摸底走访，从源头掌握辖区项目立项、筹建、施工等 基础信息，根据纳税人类别、经营情况及实际需求，开展个性化、精准化的涉税服务和政策支持，助力 新建工程按下"启动键"，推动续建工程按下"快进键"，聚焦税收职能作用为地方稳经济促发展注入税动 力。 靠前服务 海上风电"向绿而行" "海上风电项目投资周期长、技术门槛高，税务部门主动上门辅导政策细节，比如如何界定'第一笔生产 经营收入'、如何划分免税期与减半期的收入归属，帮助我们提前掌握政策要点，为未来享受税惠红利 夯实基础。"大唐海南海上风电项目财务负责人感激地说道。 税惠添力 港口扩建"逐梦深蓝" "精准识别、实时跟进和需求回访，税务部门始终伴随我们左右，"谈及税务服务，海南港航国际港务有 限公司财务负责人表示，"项目建设资金保障是首位，2个亿的留抵退税不仅为企业注入了资金活水，更 为我们投资建设增添了信心。" 据悉，海南港航国际港务有限公司的海南洋浦区域国际集装箱枢纽港扩建工程项目是海南自贸港建设和 下一步全岛封关运作的重要项 ...

江苏海力风电设备科技股份有限公司 证券简称：海力风电 海 力 4 年度业绩说明会 投资者活动记录表 编 | | □特定对象调研 | □分析师会议 | 430 | | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 | √业绩说明会 | | | 类别 | □新闻发布会 | □路演活动 | | | | □现场参观 | □电话会议 | | | | □其他： | | | | 参与单位名称 | 海 | | | | 及人员姓名 | 力 | | | | | 4年度业绩说明会采用网络远程方式进行，面向全体投资者 月 | | | | 时间 | 3 | | | | 地点 | 深圳证券交易所"互动易平台"http://irm.cninfo.com.cn"云访谈"栏目 | | | | | 董事长：许世俊 | | | | 公司接待人员 | 董事、总经理：沙德权 | | | | | 董秘、副总经理：于鸿镒 | | | | 姓名 | 财务总监：宗斌 | | | | | 独立董事：丁杨莉 | | | | | 1.行业以后的发展前景怎样？ | | | | | 答：尊敬的投资者，您好！随着航道、用海冲突等问题 ...

Core Insights - The marine economy in China showed a positive trend in Q1 2025, with a total marine GDP of 2.5 trillion yuan, reflecting a year-on-year growth of 5.7%, surpassing the national GDP growth rate by 0.3 percentage points [1] Marine Tourism - The marine tourism sector achieved a value-added output of 384.2 billion yuan in Q1, marking a year-on-year increase of 7.5% [2] Shipbuilding Industry - Key shipbuilding indicators such as new ship orders, completed ships, and hand-held orders remained stable, with a significant year-on-year growth in hand-held orders [2] - Major shipbuilding companies maintained strong production levels, indicating a stable development trend in the marine shipbuilding industry [2] Marine Oil and Gas Exploration - Significant breakthroughs were made in marine oil and gas exploration, including the discovery of a billion-ton oil field in the South China Sea and high-yield oil and gas flows in the Beibu Gulf [3] - Marine crude oil and natural gas production increased by 1.7% and 13.8% year-on-year, respectively [3] Marine Clean Energy - The offshore wind power sector saw a 1.4% increase in power generation and a 41.6% rise in newly connected capacity year-on-year [3] - The construction of the "blue granary" continued, with marine aquaculture production increasing by 4.5% year-on-year [3] Carbon Capture Technology - Progress was made in carbon capture technology, with the first offshore floating production storage vessel equipped with carbon capture and storage facilities completed [4] Marine Trade - The total import and export volume of marine trade increased by 0.1% year-on-year, demonstrating resilience amid global economic challenges [5] - The export of high-end, intelligent, and green marine products grew by 10.8%, with wind turbine exports rising by 43.2% [5] Port Development - Over 50 automated terminals have been established, maintaining a global lead in port automation [5] - Smart and green port initiatives are advancing, with successful local deployments of advanced systems in major ports like Ningbo Zhoushan and Tianjin [5] Expansion of Shipping Routes - New international shipping routes have been established, enhancing the connectivity of Chinese ports with global markets [6]

Core Viewpoint - The company reported lower-than-expected annual performance for 2024, primarily due to delays in power station transfers and increased asset impairment losses, but maintains a strong position in the offshore wind sector and a leading layout in Europe, sustaining a "buy" rating [1] Group 1: Financial Performance - In 2024, the company achieved revenue of 27.158 billion yuan, a year-on-year decrease of 3.43%, and a net profit attributable to shareholders of 346 million yuan, down 8.12% year-on-year [1] - In Q4, the company reported revenue of 6.922 billion yuan, with year-on-year and quarter-on-quarter declines of 1.29% and 17.99% respectively, and a net profit of -462 million yuan, indicating a shift from profit to loss [1] - For Q1 2025, the company recorded revenue of 7.704 billion yuan, reflecting a year-on-year increase of 51.78% and a quarter-on-quarter increase of 11.30%, with a net profit of 302 million yuan, showing a year-on-year decrease of 0.70% but a significant quarter-on-quarter increase of 165.33% [2] Group 2: Market Outlook - The government has emphasized the development of offshore wind power and identified deep-sea technology as a strategic emerging industry, which is expected to support high growth in installed capacity [2] - The company is well-positioned as a domestic leader in offshore wind, with a strong order backlog expected to be gradually delivered, enhancing profitability through effective cost control and improved operational efficiency [2] - In Europe, increased policy support for offshore wind is anticipated to drive significant growth in installed capacity, with a forecast of 11.8 GW of new installations by 2030, corresponding to a CAGR of 28.6% from 2025 to 2030 [3] Group 3: Profit Forecast and Valuation - Due to potential impacts from new energy market entry and reduced grid electricity prices, the company has adjusted its assumptions for electricity prices and gross margins, leading to a downward revision of net profit forecasts for 2025-2027 [4] - The projected net profits for 2025, 2026, and 2027 are 2.206 billion yuan, 3.130 billion yuan, and 3.992 billion yuan, respectively, with reductions of 13.5% and 10.6% for 2025 and 2026 [4] - The company is assigned a target price of 13.58 yuan based on a 14x PE ratio for 2025, reflecting its solid leadership in offshore wind and advantageous positioning in the European market [4]

2025 年 4 月 28 日公司披露 2024 年年报及 2025 年一季报，2024 全年公司实现营收 13.5 亿元，同比下降 19.6%；实现归母净利润 0.66 亿元，同比转正。2025 年一季度，公司实现营收 4.36 亿元， 同比增长 251%；实现归母净利润 0.64 亿元，同比下降 13.3%。 经营分析 24 年国内海风需求不及预期，桩基盈利略有承压：2024 年公司受 国内海风整体需求不及预期影响，整体出货同比略有下降，带动综 合毛利率同比下降约 2.1pct，其中桩基收入约 8.5 元，同比下降 22.7%，实现毛利率 4.29%，同比下降 6.0pct；塔筒业务 3.2 亿元 收入，同比下降 18.7%.实现毛利率 7.9%，同比提升 4.38pct；导 管架业务收入 1.37 亿元，同比增长 6.8%，实现毛利率 4.79%，同 比提升 10.28pct。 业绩拐点确立，项目交付加速业绩弹性有望逐步释放：2025 年一 季度，公司综合毛利率约为 15.05%，同比提升约 10pct，预计主要 受益于交付规模增加，盈利弹性逐步释放。3 月以来国内海风项目 开工持续加速，公司前期中标的 ...

行业报告 | 行业研究周报 通信 证券研究报告 AI 产业发展持续向好，海风和卫星通信展现积极进展 本周（04.21-04.25）行业动态： 垣信卫星与泰国国家电信达成战略合作 2025 年 4 月 24 日，上海垣信卫星与泰国国家电信正式签订战略合作框架协议，双 方将以深化商业航天及低轨卫星互联网业务合作为基础，携手推动泰国数字经济发 展。双方合作围绕卫星互联网与垂直行业的融合，探索新技术市场空间，通过市场 化运营实现互利共赢，共同开发低轨卫星新商业模式。 2GW 海上风电投资项目签约 近日，阿塞拜疆总统伊尔哈姆·阿利耶夫来华进行国事访问期间，中能建海外投资 有限公司副总经理与阿塞拜疆能源部副部长代表双方签署阿塞拜疆 2GW 海上风电 投资项目实施协议。本次签约的项目位于阿塞拜疆首都巴库东部里海海域，场址距 离陆地最近距离约 26 公里，场址面积约为 545 平方公里。 本周（04.21-04.25）投资观点： 近期进入公司年报业绩期，同时由于外部政治环境动荡扰动，市场波动较为剧烈， 整体情绪较为低落。但我们仍然看好 AI 行业作为年度投资主线，后续伴随着 DeepSeek R2/V4 等以及包括 Agen ...

中青报·中青网记者 邢婷 实习生 朱舫漪 一个曾在首届中国"互联网+"大学生创新创业大赛上获得金奖的项目，历经10年发展，已孵化成长 为专业的人工智能计算机视觉算法提供商，获得国家级专精特新"小巨人"称号——这是3名90后的创业 成果，也是民营经济在山东茁壮成长的生动缩影。 陈硕便是这3名90后之一。作为山东极视角科技股份有限公司（以下简称"极视角公司"）联合创始 人兼总裁，今年3月14日，陈硕受邀参加2025年度第一期青岛干部讲堂，围绕"AI前沿趋势与产业发展的 全局思考"作专题报告，台下听众包括青岛市委书记、青岛市市长等全市各级领导干部。 从2021年作为山东省重点项目将总部落地青岛至今，该公司已服务政企客户超3000家，并持续助力 省内龙头企业参与"人工智能+"行动，协同打造数字车间、数字工厂、数字产业链。 在不久前举行的山东省政府新闻发布会上，陈硕等4名民营企业家讲述了他们创新发展的奋斗故 事。陈硕说，公司快速发展的一个重要原因，是"抓住了产业深入应用的服务机遇"，"人工智能需要与 实体经济深度融合方能释放最大价值。山东拥有齐全的产业门类与应用场景，还有着良好的营商环 境"。 创新密码何在 山东是我国 ...