Economic Overview - In the first quarter, the province achieved a GDP of 13,543.49 billion yuan, with a year-on-year growth of 6.3% [1] - The primary industry added value was 828.69 billion yuan, growing by 3.2%; the secondary industry added value was 5,344.85 billion yuan, growing by 6.4%; and the tertiary industry added value was 7,369.95 billion yuan, growing by 6.5% [1] Agriculture - The agricultural sector's added value was 876.42 billion yuan, with a growth of 3.4% [1] - Key agricultural products showed stable production, with pork output at 968,400 tons, increasing by 6.2% [1] - Vegetable production reached 10,076,000 tons, growing by 3.8%, while fruit production increased by 10.1% to 284,500 tons [1] Industrial Production - The added value of large-scale industrial enterprises grew by 8.1%, accelerating by 0.4 percentage points compared to the previous year [1] - High-tech manufacturing saw a significant increase of 21.4%, contributing 36.4% to the growth of large-scale industry [1] - Major industries such as electrical, computer communication electronics, and chemicals experienced substantial growth rates, with electrical industry growing by 22.8% [1] Service Sector - The service sector's added value grew by 6.5%, with transportation and warehousing increasing by 13.7% [3] - The revenue of large-scale service enterprises reached 2,129.54 billion yuan, growing by 13.8% [3] - Financial institutions reported a deposit balance of 99,630.54 billion yuan, increasing by 8.7% year-on-year [3] Fixed Asset Investment - Fixed asset investment (excluding rural households) grew by 6.6%, with manufacturing investment increasing by 12.1% [4] - Infrastructure investment rose by 4.4%, while real estate development investment declined by 5.5% [4] - High-tech industry investment increased by 12.8%, with aerospace and computer equipment manufacturing seeing significant growth [4] Consumer Market - The total retail sales of social consumer goods reached 6,887.19 billion yuan, growing by 7.3% [5] - Sales of home appliances and furniture saw substantial increases, with growth rates of 21.1% and 26.3% respectively [5] - Online retail sales grew by 24.3%, indicating a strong shift towards e-commerce [6] Trade and Exports - The province's total import and export volume reached 1,743.1 billion yuan, with exports growing by 22.4% [7] - General trade accounted for 80.9% of the total trade volume, indicating a robust trade structure [7] - Machinery and electrical products exports increased by 19.2%, making up 54.7% of total exports [7] Employment and Income - The urban unemployment rate averaged 5.4%, remaining stable compared to the previous year [9] - The per capita disposable income for residents was 11,075 yuan, growing by 5.4% [10] - The income gap between urban and rural residents narrowed, with the ratio decreasing to 2.06 [10]

Economic Overview - The GDP of Guizhou Province reached 559.845 billion yuan in Q1, with a year-on-year growth of 5.3% at constant prices [1] - The primary industry added value was 49.988 billion yuan, growing by 4.3%; the secondary industry added value was 186.530 billion yuan, growing by 6.9%; and the tertiary industry added value was 323.327 billion yuan, growing by 4.6% [1] Agriculture - The total output value of agriculture, forestry, animal husbandry, and fishery was 83.731 billion yuan, with a year-on-year increase of 4.4% [2] - Key growth areas included traditional Chinese medicinal materials (15.4%), garden fruits (5.9%), tea (5.6%), and vegetables (4.4%) [2] - The number of live pigs increased by 3.6% year-on-year, with a 5.1% increase in pig slaughtering [2] Industry - The industrial added value above designated size grew by 10.3% year-on-year [3] - Notable growth was seen in the mining sector (14.2%), particularly in non-metallic mining (14.9%) and coal mining (13.4%) [3] - The manufacturing sector saw a 9.9% increase, with automotive manufacturing skyrocketing by 115.3% [3] - Revenue for industrial enterprises reached 179.146 billion yuan, with a profit total of 16.016 billion yuan, reflecting a growth of 11.2% and 10.6% respectively [3] Services - The service sector's added value grew by 4.6% year-on-year [4] - Key areas of growth included transportation and storage (7.4%), information technology services (7.0%), and wholesale and retail (6.3%) [4] - Tourism saw an increase in visitor numbers by 8.1% and total spending by 9.9% [4] - Financial institutions reported a 3.7% increase in deposits and a 6.8% increase in loans [4] Retail and Consumption - The total retail sales of consumer goods increased by 3.0% year-on-year [5] - Urban retail sales grew by 2.9%, while rural retail sales increased by 4.3% [5] - Notable growth in retail categories included communication equipment (43.7%) and household appliances (18.8%) [5] Investment - Fixed asset investment grew by 4.9%, with industrial investment increasing by 13.9% [6] - High-tech industry investment rose by 14.4%, with significant growth in high-tech manufacturing (14.2%) and services (14.8%) [6] Trade - The total import and export value was 18.995 billion yuan, with exports decreasing by 8.1% and imports increasing by 15.7% [7] Employment and Income - Urban employment increased by 216,600, with a 3.4% year-on-year growth [9] - Per capita disposable income for urban residents was 12,360 yuan, a nominal increase of 4.6%, while rural residents saw a 6.6% increase to 4,074 yuan [9] Price Trends - The Consumer Price Index (CPI) rose by 0.1% year-on-year, with food prices increasing by 0.7% [9] - The Producer Price Index (PPI) for industrial producers decreased by 2.1% [9]

Economic Overview - The economy of Nanjing showed a stable recovery in the first quarter, with a GDP of 471.87 billion yuan, a year-on-year increase of 5.3% [1] - The primary industry added value was 4.67 billion yuan, growing by 3.7%; the secondary industry added value was 141.80 billion yuan, increasing by 4.2%; and the tertiary industry added value was 325.41 billion yuan, rising by 5.8% [1] Industrial Production - The industrial production in Nanjing saw a year-on-year increase of 6.4%, with the manufacturing sector growing by 7.1% [2] - Among 37 major industrial categories, 30 experienced growth, resulting in an overall growth rate of 81.1% [2] - High-tech manufacturing increased by 10%, with significant growth in electric machinery (12.5%), medical manufacturing (13.7%), and other key sectors [2] Service Sector - The service sector's added value grew by 5.8%, with notable increases in information transmission (7.4%) and wholesale and retail (7.9%) [3] - The revenue of large-scale service enterprises rose by 5.6%, with the information technology services sector seeing a 13.8% increase [3] - Cultural, sports, and entertainment sectors experienced a significant growth of 16.9%, particularly in cultural and sports activities [3] Consumer Market - The total retail sales of consumer goods reached 232.31 billion yuan, a year-on-year increase of 7.5% [4] - Sales of essential and upgraded goods showed strong growth, with food and beverage sales increasing by 21.7% and automotive sales rising by 22.9% [4] - Online retail sales surged by 46.4%, accounting for 30.1% of total retail sales [4] Investment Trends - Fixed asset investment decreased by 7.2%, but the decline was less than in previous months, with industrial investment growing by 12.5% [5] - High-tech industry investment rose by 13.2%, with significant growth in new manufacturing sectors such as electronics (41.7%) and new materials (146.1%) [6] Price Trends - Consumer prices remained stable, with a slight year-on-year decrease of 0.4% in the first quarter [6] - The producer price index for industrial producers fell by 1.7%, indicating a decrease in production costs [6] Income Growth - The per capita disposable income for residents reached 24,411 yuan, a year-on-year increase of 4.5% [7] - Rural residents' income growth (5.0%) outpaced that of urban residents (4.3%), reflecting a narrowing income gap [7]

证券时报·数据宝以股权变动日为基准进行统计，近5个交易日（4月21日~4月25日）共有20家公司股份 获重要股东增持，累计增持数量达6347.65万股，增持金额合计6.11亿元。同期共有42家公司重要股东涉 及减持，合计减持金额32.82亿元。 | 代码 | 简称 | 增持股东 | 增持次 | 合计增持量（万 | 增持金额（万 | 近5日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | | | 数 | 数 | 股） | 元） | （%） | | 603056 | 德邦股 份 | 1 | 1 | 955.63 | 13132.12 | -0.59 | | 600059 | 古越龙 山 | 1 | 1 | 734.45 | 6695.56 | 5.39 | | 002167 | 东方锆 业 | 1 | 1 | 592.78 | 5163.95 | 7.01 | | 688128 | 中国电 研 | 1 | 1 | 220.95 | 4528.89 | 9.15 | | 600428 | 中远海 特 | 1 | 1 | 653.13 | 4073.82 | 2. ...

1、核电开闸!国常会核准浙江三门三期工程等核电项目，拉动超2000亿投资 类型：行业 情绪影响：正面 国务院常务会议决定核准浙江三门三期工程等核电项目，这是2025年国内核电项目审批首次开闸。核电 工程历来是扩大有效投资的重要拉动力，以单台国产百万千瓦三代核电机组约200亿元的投资力度估 算，此次新核准机组的投资总额超过2000亿元。 盘前要闻 2、六部门发文优化离境退税政策：下调离境退税起退点，上调现金退税限额 类型：行业 情绪影响：正面 商务部等六部门发文，明确将推动离境退税商店增量扩容，下调离境退税起退点，由原来的500元人民 币下调为200元;上调现金退税限额，由原来的1万元人民币上调至2万元。商务部副部长盛秋平表示，打 造一批国际消费集聚区和入境消费友好商圈。 3、十部门推动交通运输与能源融合发展，目标到2035年纯电汽车成为主流 类型：行业 情绪影响：正面 交通运输部等十部门发文提出，到2027年，交通运输行业电能占行业终端用能的比例达到10%。新增汽 车中新能源汽车占比逐年提升，交通运输绿色燃料生产能力显著提升。到2035年，交通运输行业电能占 行业终端用能比例保持高位。纯电动汽车成为新销售车辆 ...

文 | 交通运输部 鼓励交通基础设施发展路域范围内新能源就近消纳， 优化配置新型储能 、柔性制氢等灵活调节资源，加快新能源柔性汇集接入、智能 微电网、多源转化与多能互补、车网互动、虚拟电厂等技术装备和新模式示范应用，提高交通基础设施沿线配电网综合承载能力。 提升交通运输能源系统应急能力。探索建立基于构网型技术的绿色交通应急电力系统，在自然灾害多发地区交通基础设施沿线， 推 广 移动储能充电车、应急移动储能设施 ，做好节假日等集中充电高峰时段交通运输能源供应保障。 积极推广柔性输配电、智慧调控、 构 网型储能 、浅层地热利用等新技术，支持公路沿线规划建设源网荷储充一体化项目。在公路沿 线、城市周边区域、分拨中心等建设充（换）电站、加气站、加氢站。 鼓励交通枢纽场站供冷供热使用地热能、空气能等可再生能源， 合理配置新型储能、柔性制氢资源。 4月2 5日，交通运输部等十部门印发的《关于推动交通运输与能源融合发展的指导意见》指出，到2027年，基本形成多部门协同的交通 运输与能源融合发展机制。交通运输行业电能占行业终端用能的比例达到10%。交通基础设施沿线非化石能源发电装机容量不低于500 万千瓦，就近就地消纳比例稳 ...

Core Points - The China A-shares market showed mixed performance with the CN Industrial Comprehensive Index closing at 2306.63 points, reflecting a decline of 7.42% over the past month, 1.74% over the past three months, and 3.58% year-to-date [1] Group 1: Index Overview - The CN Industrial Comprehensive Index is designed to reflect the overall performance of different industry securities from mainland Chinese enterprises, classified according to the China Securities Index industry classification standard [1] - The index is based on a starting point of 1000.0 points as of December 31, 2004 [1] Group 2: Index Holdings - The top ten weighted stocks in the CN Industrial Comprehensive Index include CATL (6.13%), Beijing-Shanghai High-Speed Railway (1.72%), and others such as Huichuan Technology (1.38%) and Sany Heavy Industry (1.14%) [1] - The index's market segment distribution shows that the Shenzhen Stock Exchange accounts for 47.03%, while the Shanghai Stock Exchange accounts for 45.33% [2] Group 3: Industry Composition - The industry composition of the CN Industrial Comprehensive Index indicates that machinery manufacturing constitutes 29.03%, followed by electric power equipment at 28.24% and transportation at 14.11% [2] - Other notable sectors include construction decoration (9.83%), aerospace and defense (8.17%), and environmental protection (3.82%) [2] Group 4: Sample Adjustment - The index samples are adjusted biannually, specifically on the second Friday of June and December, with provisions for temporary adjustments under special circumstances [3] - Adjustments occur when there are changes in the industry classification of sample companies or when companies are delisted [3]

4月24日永泰运发布2024年度分配预案，拟10派3元（含税），预计派现金额合计为2979.32万元。派现 额占净利润比例为33.94%，这是公司上市以来，累计第5次派现。 公司上市以来历次分配方案一览 2024年度交通运输行业分红排名 | 代码 | 简称 | 每10股送转 | 每10股派现 | 派现金额（万 | | 派现占净利润比例 | 股息率 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | （股） | （元） | 元） | | （%） | （%） | | 601919 | 中远海 控 | 0.00 | 10.3 | 1613100.00 | 32.85 | | 7.65 | | 600018 | 上港集 团 | 0.00 | 1.45 | 337579.80 | 22.57 | | 2.49 | | 001965 | 招商公 路 | 0.00 | 4.17 | 284408.07 | 53.44 | | 3.62 | | 600377 | 宁沪高 | 0.00 | 4.9 | 246849.63 | 49.90 | | 3.84 | | ...

Company Overview - Jiayou International announced a 2024 distribution plan, proposing a 10-for-4 stock split and a cash dividend of 4 yuan (including tax), with a total cash payout of 391 million yuan [2] - The cash payout represents 30.62% of the company's net profit, marking the ninth cumulative cash distribution since its listing [2] Financial Performance - For the fiscal year 2024, Jiayou International reported total revenue of 8.754 billion yuan, reflecting a year-on-year increase of 25.14% [2] - The net profit for the same period reached 1.276 billion yuan, up 22.88% year-on-year, with basic earnings per share at 1.31 yuan and a weighted average return on equity of 23.94% [2] Dividend History - The company has a history of cash distributions, with the following details for previous years: - 2024: 10-for-4 stock split and 4 yuan cash dividend (391 million yuan, 1.93% yield) [2] - 2023: 10-for-4 stock split and 5 yuan cash dividend (348 million yuan, 2.40% yield) [2] - 2022: 10-for-4 stock split and 5 yuan cash dividend (248 million yuan, 2.49% yield) [2] - 2021: 10-for-4 stock split and 5 yuan cash dividend (158 million yuan, 2.48% yield) [2] - 2020: 10-for-3 stock split and 10 yuan cash dividend (220 million yuan, 3.67% yield) [2] Industry Context - In the transportation sector, 77 companies have announced their 2024 distribution plans, with China COSCO Shipping leading with a cash payout of 16.131 billion yuan [3] - Jiayou International's cash payout ranks among the notable distributions in the transportation industry, with a payout of 391 million yuan [3][4]

Core Insights - The transportation industry in China has shown a strong start in the first quarter of the year, with significant growth in freight volume and container throughput compared to the previous year [1][3] Group 1: Freight Volume and Port Performance - In the first quarter, China's operating freight volume reached 13.06 billion tons, marking a year-on-year increase of 4.9%, which is an acceleration of one percentage point compared to the entire last year [3] - Port cargo throughput reached 4.22 billion tons, with a year-on-year growth of 3.2%, while container throughput reached 83.03 million TEUs, increasing by 8.2% year-on-year [3] - The growth in container throughput was driven by a 3.6% increase in domestic trade routes and an 11.5% increase in foreign trade routes [3] Group 2: Personnel Mobility - There was a sustained increase in cross-regional personnel flow, with a total of 17.39 billion person-times in the first quarter, reflecting a year-on-year growth of 4% [4] - The "Spring Festival travel" period saw a record high in cross-regional personnel flow, with 9.02 billion person-times completed [4] Group 3: Infrastructure Development - The Ministry of Transport plans to implement a new round of rural road improvement actions, aiming to construct and renovate 100,000 kilometers of rural roads this year [5] - Additionally, the plan includes the renovation of 3,000 old and dangerous bridges and the implementation of safety protection projects covering 50,000 kilometers of rural roads [5] Group 4: Safety Standards for Lithium Battery Transport - A new industry standard for the safe transport of lithium batteries by water will be implemented starting May 1, which is the first of its kind in China [6] - This standard aims to ensure the safe and compliant export of lithium battery products, addressing issues related to transport classification, labeling, and packaging [6]