（记者 张明双） 截至发稿，博盈特焊市值为49亿元。 每经头条（nbdtoutiao）——国开行辟谣的"人民资产"是什么？记者实探：号称投资600元80天赚8万 元！一位投资人的女儿：劝不住她，警察都拦不住 每经AI快讯，博盈特焊（SZ 301468，收盘价：37.84元）发布公告称，2025年11月25日，博盈特焊接受 华安基金等投资者调研，公司董事、副总经理、董事会秘书刘一宁，投资者关系管理专员谭静怡参与接 待，并回答了投资者提出的问题。 2024年1至12月份，博盈特焊的营业收入构成为：垃圾焚烧发电占比68.46%，其他占比31.54%。 ...

Group 1: ESG Ratings and Trends - In 2024, 26% of Chinese companies saw their MSCI ESG ratings upgraded, marking a historical high, with the upgrade ratio significantly exceeding the downgrade ratio [1] - Over the past five years, the MSCI ESG ratings of A-share listed companies in China have shown a steady improvement and a notable increase in the proportion of leading companies [1] - The proportion of companies in the MSCI China A-share index with upgraded ESG ratings reached 36.8%, with the number of companies rated as globally leading (AA and above) doubling from 7.2% to 14% [1] Group 2: ESG Committees and Guidelines - Ten A-share listed companies, including Zejing Pharmaceutical and Lianang Micro, have released ESG committee guidelines [2] - Some companies, such as Shanghai Jiubai and Zhidema, have revised parts of their guidelines [2] Group 3: ESG Indices - China Securities Index Co., Ltd. launched the CSI 2000 ESG Benchmark Index and the CSI 2000 ESG Leading Index [3] - The CSI 2000 ESG Benchmark Index excludes the bottom 20% of companies by ESG score from the CSI 2000 sample, while the Leading Index selects the top 30% of companies by ESG score within each industry [3] Group 4: Legal Issues and Penalties - Golden Dragon Fish's subsidiary, Guangzhou Yihai, was convicted of contract fraud and fined 1 million yuan, with a joint compensation responsibility for economic losses amounting to 1.881 billion yuan [4] - Anhui Sanhe Sihzi Tongle Liquor Co. was fined 10,000 yuan for falsely labeling production dates on its products [5] - Keg Precision Machinery's general manager was sentenced to one month of detention with a three-month probation for dangerous driving [6]

证券日报网讯创力集团（603012）11月24日在互动平台回答投资者提问时表示，公司于2025年10月31日 披露2025年第三季度报告，截至2025年9月30日，公司股东人数为31，210人。公司将在定期报告披露对 应时点的股东人数。 ...

中国南方五省区10月用电量实现两位数增长 中新社广州11月24日电(王华 蓝旺)据中国南方电网公司24日消息，10月份，中国南方五省区(广东、广 西、云南、贵州、海南)全社会用电量达到1603亿千瓦时，同比增长10%，是该区域自今年2月以来，单 月用电量首次实现两位数增长，印证区域经济持续稳中有进。 分产业看，10月份，南方五省区第一、二、三产业及城乡居民生活用电量同比分别增长6.6%、6.5%、 12%和21.7%。 "10月份用电量的较快增长，离不开经济增长的正向拉动。"南网能源院供需协同研究部项目经理董楠分 析，数据显示，该区域内超七成行业用电量实现正增长，其中近四成行业增速超过10%。 来源：中国新闻网 编辑：陈俊明 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 从行业用电情况看，产业升级与消费复苏共同构成增长主线，高技术及装备制造业与数字经济领域表现 亮眼。10月份，高技术及装备制造业用电量同比增长6.7%，其 ...

Core Viewpoint - Boreton (01333) has signed a strategic cooperation agreement with Mingyang Mining for the purchase of at least 1,000 electric driverless mining trucks and related services from 2025 to 2028 [1] Group 1 - The cooperation period is set from September 23, 2025, to September 22, 2028 [1] - Mingyang Mining has issued the first batch of orders for driverless electric wide-body mining trucks, amounting to 65.2 million RMB [1] - Boreton has initiated comprehensive production preparations to ensure high-quality delivery of the orders [1]

Group 1 - This week, two new stocks will be available for subscription, both from the Sci-Tech Innovation Board [2][4] - Last week, four new stocks debuted in the A-share market, with Dapeng Industrial leading the gains at 1211.11%, marking the highest first-day increase for new stocks this year [2][3] - Dapeng Industrial's revenue for 2022-2024 is projected to be 247 million, 260 million, and 265 million yuan, with net profits of approximately 40.89 million, 48.69 million, and 43.49 million yuan respectively [3] Group 2 - Three companies are undergoing IPO review this week: Yongda Co., Ltd., Meidel, and Haifiman, all from the North Exchange [4][5] - Yongda Co., Ltd. aims to raise 458 million yuan, focusing on pressure vessel development in various sectors, with projected revenues of 696 million, 712 million, and 819 million yuan from 2022 to 2024 [4] - Meidel plans to raise 645 million yuan, with expected revenues of 1.031 billion, 1.009 billion, and 1.138 billion yuan for 2022 to 2024 [5] Group 3 - Haifiman is set to raise 430 million yuan, with projected revenues for 2025 ranging from 232 million to 266 million yuan, and net profits expected to be between 70 million and 85 million yuan [8][9] - Meidel's major client is BYD, accounting for 31.55% of its revenue in the first half of 2025, with sales amounting to approximately 224.52 million yuan [6][7]

Core Insights - Dapeng Industrial (920091) experienced a remarkable first-day increase of 1211.11%, with a turnover rate of 98.28% and a transaction volume of 587 million yuan [2] - The stock's first-day margin trading amounted to 3.1608 million yuan, representing 0.54% of the total trading volume, with a current margin balance of 2.8896 million yuan, accounting for 0.18% of the circulating market value [2] - The company is a leading manufacturer of specialized intelligent equipment for industrial precision cleaning in China, focusing on core components such as vehicle powertrains and new energy three-electric systems [2] Company Overview - Dapeng Industrial is positioned to meet the precision manufacturing needs of downstream customers by providing products and services in the precision cleaning sector [2] - The company is actively leveraging its existing technical expertise and market resources to accelerate the development of machine vision inspection products, aiming to create a second growth curve for its business [2]

Group 1 - The company, Tiantong Co., Ltd. (SH 600330), announced on November 23 that it has repurchased a total of 2.5411 million shares, accounting for 0.21% of its total share capital, with a maximum purchase price of 9.98 CNY per share and a minimum price of 6.93 CNY per share, totaling approximately 25.01 million CNY spent [1] - For the fiscal year 2024, the revenue composition of Tiantong Co., Ltd. is as follows: electronic materials manufacturing and sales account for 73.59%, specialized equipment and custom products account for 22.59%, and other businesses account for 3.82% [1] - As of the report date, the market capitalization of Tiantong Co., Ltd. is 10.9 billion CNY [1]

Core Viewpoint - The A-share market experienced a significant decline on November 21, 2025, with major indices dropping sharply due to external factors such as the reduced probability of a Federal Reserve rate cut and internal market adjustments following previous gains [2][7]. Market Performance - On November 21, the Shanghai Composite Index fell by 2.45% to 3834.89 points, the Shenzhen Component dropped by 3.41% to 12538.07 points, and the ChiNext Index decreased by 4.02% to 2920.08 points, marking the largest single-day declines since April 8, 2023, for the Shanghai and Shenzhen indices [3][4]. - The total market capitalization of A-shares decreased by approximately 3.04 trillion yuan, bringing the total to around 103 trillion yuan [6]. Sector Performance - Most sectors saw declines, with the advertising, digital media, and fisheries sectors showing gains of 1.82%, 1.65%, and 1.55% respectively, while energy metals, steel raw materials, and coke sectors experienced significant losses of 9.16%, 7.96%, and 6.92% respectively [3][4]. - Only two sectors, cultural media and shipbuilding, saw net inflows of capital, while the semiconductor, electronic components, and communication equipment sectors faced the largest outflows [4]. External Factors - The decline in the A-share market is attributed to external pressures, including the Federal Reserve's cooling rate cut expectations and rising yields in the Japanese bond market, which heightened concerns over global liquidity tightening [7][8]. - Recent U.S. labor data indicated stronger-than-expected job growth but also revealed a rise in unemployment, leading to a decreased likelihood of a December rate cut by the Federal Reserve [7]. Market Outlook - Analysts suggest that the market may continue to experience a "weight protection + structural theme" oscillation pattern, with low-valuation financial stocks like insurance and banks offering defensive value [8]. - The market is expected to remain in a "slow bull" phase, with valuation corrections being a primary reason for the current downturn, while fundamental drivers are anticipated to gain importance as the earnings season approaches [8].

Group 1 - Southbound funds increased their holdings in Sensong International (02155.HK) by 1.603 million shares on November 21, 2025, marking a 0.80% increase in total holdings [1][2] - Over the past five trading days, there were three days of net increases in holdings, totaling 1.628 million shares [1] - In the last twenty trading days, there were fifteen days of net increases, accumulating to 6.665 million shares [1] Group 2 - As of now, southbound funds hold 201 million shares of Sensong International, which represents 16.12% of the company's total issued ordinary shares [1] - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [2] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment like process modules and modular plants [2]