1. 4月22日(周二)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.81%，标普500指数期货涨0.79%，纳指期货涨0.89%。 传特朗普正在考虑将美国药品价格降至国际水平。据两名制药公司消息人士称，制药商已被警告称，特朗普政府正在考虑将美国药品价格 与其他发达国家支付的较低金额挂钩，这是制药行业的首要担忧。消息人士表示，他们预计该政策将来自监管医疗保险和医疗补助计划的 机构。第一个消息人士说，政府卫生官员直接告诉他，他们正在研究这样的政策，他说这是特朗普政府试图降低药品价格的中级优先事 项。这两位消息人士表示，与正在讨论的其他政府举措相比，此类政策对医药行业的影响更大。第一位消息人士表示，这是"对该行业和 美国生物科学创新的最大生存威胁"。 加征最高达3521%关税!美国对东南亚太阳能"下狠手"。美国对来自四个东南亚国家的太阳能产品加征了最高达3521%的新关税。这一举 措对美国国内制造商而言是一场胜利，但同时也给美国可再生能源发展带来了更大的阻碍。此次宣布的关税是一项为期一年贸易调查的最 终结果。调查认为，柬埔寨、越南、马来西亚和泰国的太阳能制造商通过接受政府补贴获得了不公平优势，并以低于生 ...

中国经济网北京4月22日讯 新晨科技(300542.SZ)昨日晚间披露《发行股份及支付现金购买资产并募集配 套资金暨关联交易预案》。 公司股票今日复牌一字涨停，截至发稿，报16.66元，涨幅20.03%。 根据预案，上市公司拟通过发行股份及支付现金相结合的方式收购北京天一恩华科技股份有限公司（简 称：天一恩华）96.9628%股权。本次交易完成后，天一恩华将成为上市公司控股子公司。同时，上市 公司拟向不超过35名特定投资者发行股份募集配套资金。 本次交易以发行股份及支付现金的方式支付交易对价。 本次发行的股票种类为境内上市人民币普通股（A股），每股面值为人民币1.00元，上市地点为深交 所。 本次发行股份募集配套资金的发行价格不低于定价基准日前20个交易日公司股票交易均价的80%。 本次募集配套资金总额不超过本次交易中以发行股份方式购买资产的交易价格的100%，股份发行数量 不超过发行股份购买资产完成后公司总股本的30%。 配套募集资金扣除中介机构费用和相关税费后拟用于支付本次交易的现金对价、补充流动资金等用途， 其中补充流动资金比例不得超过交易作价的25%，或者不超过募集配套资金总额的50%。 由于交易对方 ...

天准科技公告，2025年第一季度营收为2.19亿元，同比增长13.14%；净亏损3229.78万元，去年同期净 亏损3799.7万元。 ...

Group 1 - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for nine companies, including Qunhe Technology, regarding their overseas listing applications [1][3] - Qunhe Technology is required to clarify its compliance with foreign exchange registration and investment procedures during its equity structure setup and reverse mergers [3] - The company submitted its listing application to the Hong Kong Stock Exchange on February 14, with JPMorgan and Jianyin International as joint sponsors [3] Group 2 - Qunhe Technology has shown revenue growth over the past two years, with revenue increasing from RMB 601.6 million in 2022 to RMB 663.5 million in 2023, representing a year-on-year growth of 10.5% [4] - For the first three quarters of 2024, the company's revenue reached RMB 552.9 million, up 13.8% from RMB 486 million in the same period of 2023 [4] - The total revenue from 2022 to the third quarter of 2024 amounts to RMB 1.818 billion [4] Group 3 - Despite the revenue growth, Qunhe Technology remains in a loss position, although net losses have been decreasing year by year [5] - The company's losses were RMB 704 million in 2022, RMB 646 million in 2023, and RMB 422 million in the first nine months of 2024 [5] - Adjusted net losses were RMB 338 million, RMB 242 million, and RMB 94 million for the respective periods [5] Group 4 - Qunhe Technology is recognized as one of the "Six Little Dragons" of Hangzhou, a group of influential new technology companies emerging in early 2025 [5] - The "Six Little Dragons" include notable companies such as Game Science and DeepSeek, with Qunhe Technology being one of the earliest to pursue a public listing [5]

Core Insights - The "Fourth Binhai Zhongguancun Collaborative Innovation Development Forum" focuses on promoting high-quality development through collaboration between Beijing and Tianjin, showcasing the achievements of the Binhai-Zhongguancun Science Park in innovation and industry integration [1][3][4] Group 1: Forum Objectives and Themes - The forum emphasizes the theme "Collaborative Innovation Leads the Future," aligning with the government's call for developing new productive forces and modern industrial systems [4][6] - It aims to gather high-quality innovation resources and accelerate the promotion of new technologies, products, and models to enhance the development of new industries in the Binhai New Area and beyond [1][3] Group 2: Participants and Contributions - Over 200 representatives from various sectors, including research institutions, financial organizations, and technology enterprises, participated to deepen innovation cooperation between Beijing and Tianjin [3][9] - Key figures, including Zhang Feng and Wang Jinping, highlighted the importance of the Binhai Zhongguancun Science Park as a platform for collaborative innovation and its role in fostering high-quality regional development [4][9] Group 3: Development Strategies and Future Plans - The Binhai Zhongguancun Science Park focuses on three main industries: intelligent technology, life and health, and new energy materials, aiming to create a comprehensive innovation ecosystem [16] - The park is committed to attracting quality enterprises and enhancing service capabilities to support the high-quality development of the region [16][25] Group 4: New Alliances and Collaborations - The establishment of the Beijing-Tianjin-Hebei Collaborative Innovation Development Alliance has expanded to 135 member units, promoting resource sharing and collaborative development among the three regions [25] - Twelve new member organizations joined the alliance, further strengthening the collaborative framework and enhancing the exchange of innovation resources [23][25]

Financial Performance - The company reported a basic earnings per share of -1.0100 yuan for 2024, a decrease of 114.89% compared to -0.4700 yuan in 2023 [1] - The net profit for 2024 was -3.93 billion yuan, representing a decline of 118.33% from -1.8 billion yuan in 2023 [1] - The operating revenue decreased by 19.42% to 19.09 billion yuan in 2024 from 23.69 billion yuan in 2023 [1] - The return on equity was -15.27% in 2024, down from -6.60% in 2023, indicating a significant deterioration in profitability [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 12,545.36 million shares, accounting for 31.91% of the circulating shares, with an increase of 1,516.74 million shares compared to the previous period [2] - Hunan Huazhi Control Group Co., Ltd. remains the largest shareholder with 8,467.30 million shares, maintaining its position [3] - New entrants among the top shareholders include Shanghai Tongyi Investment Management Co., Ltd. and Chen Lifeng, holding 470.00 million and 304.00 million shares respectively [3] Dividend Policy - The company has announced no distribution or capital increase for the current period [4]

Core Viewpoint - Huashi Technology (301218) reported a decline in both revenue and net profit for the fiscal year 2024, indicating significant financial challenges and increased operational costs [1][3]. Financial Performance Summary - Total revenue for 2024 was 501 million yuan, a decrease of 10.84% compared to 562 million yuan in 2023 [1]. - Net profit attributable to shareholders was 9.74 million yuan, down 70.36% from 32.87 million yuan in the previous year [1]. - The gross margin fell to 22.17%, a decline of 12.43% year-on-year, while the net margin decreased to 2.56%, down 63.34% [1]. - The total of selling, administrative, and financial expenses reached 62.11 million yuan, accounting for 12.4% of total revenue, an increase of 38.9% year-on-year [1]. Cash Flow and Financial Position - Operating cash flow increased by 62.7% due to higher cash receipts from sales compared to the previous year [3]. - The net increase in cash and cash equivalents rose by 113.29%, attributed to increased cash flows from operating and financing activities [3]. - Short-term borrowings increased due to the holding subsidiary's additional short-term loans, while long-term borrowings surged by 388.41% due to special loans for the "annual production of 1,000 sets of 3D laser sentry project" [3]. Business Evaluation - The company's Return on Invested Capital (ROIC) was 0.06%, indicating weak capital returns [4]. - The net profit margin of 2.56% suggests low added value for the company's products or services after accounting for all costs [4]. - The company has raised a total of 631 million yuan since its listing, with cumulative dividends amounting to 20.68 million yuan, resulting in a dividend-to-financing ratio of 0.03 [4].

特朗普称将推迟 TikTok 交易。 当地时间 4 月 17 日，特朗普在白宫办公室回应对华关税问题时透露，有关 TikTok 的交易正在推 进，取决于中国的态度，但计划将其推迟，直到先解决关税问题。在月初加征对华关税后，特朗普 曾表态不希望 TikTok 关停，并将其 "不卖就禁" 禁令延期到 6 月 20 日。同场记者会上，特朗普还 说不希望继续提高对华关税，因为到了一定程度，人们就不会再买东西了。上周，中国商务部发言 人称，美方如果继续关税数字游戏，中方将不予理会。 特斯拉减产 Cybertruck。 据媒体报道，特斯拉已在得克萨斯超级工厂下调 Cybertruck 的生产目标，有报道称一些生产团队的 规模已缩减超过 50%，并将部分员工调往 ModelY 生产线。公司内部数据显示，一季度 Cybertruck 交付量同比下降 13%，仅为6406 辆。尽管预约量超过 100万辆，目前 Cybertruck 累计交付仍未突 破 5 万辆。为刺激需求，特斯拉于4月推出 7 万美元后驱版本，然而市场反响平平，部分经销商 反馈折扣幅度高达 8000美元，但库存依旧堆积。 中国加强智驾宣传监管，禁止车企夸大效果 ...

欢迎加入投资界读者群 风云变幻。 作者 I 吴琼 报道 I 投资界PEdaily 投资界-解码LP获悉，近日KKR在一份公告中提到，将在中东地区成立一支投资团队， 由KKR董事总经理J u li a n Ba rr a tt-Due领导。 作 为 全 球 最 大 的 另 类 资 产 管 理 公 司 之 一 ， KKR 自 美 国 起 家 ， 此 后 便 不 断 进 行 全 球 化 布 局。2 009年，KKR进军中东，在当地设立办事处，成立专用基础设施和能源投资平台。 除了与海湾数据中心建立战略合作伙伴关系外，2 0 1 9年，KKR还与阿布扎比国家石油公 司合作，共同创建阿布扎比国家石油管道项目，这也是全球领先投资机构与中东国家石 油 公 司 在 中 游 基 础 设 施 领 域 的 首 次 合 作 。 一 年 后 ， KKR 还 通 过 飞 机 租 赁 投 资 平 台 Altit ude Air c r a ft Le a si n g 从阿提哈德航空收购了一批商用飞机，前者由KKR信贷和基 础设施基金成立。 颇 为 轰 动 的 还 有 今 年 初 ， KKR 宣 布 将 收 购 中 东 数 据 中 心 企 ...

Group 1: Capital Market News - The People's Bank of China will provide sufficient re-lending support to Central Huijin when necessary to maintain the stability of the capital market [8] - The Financial Regulatory Bureau has raised the upper limit for insurance funds' equity asset allocation and relaxed regulatory requirements for tax-deferred pensions [9] Group 2: Industry News - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes that central enterprises must prioritize technological innovation and actively participate in the construction of national laboratory systems [10][12] - SASAC encourages the use of "two new" support policies to accelerate the elimination of backward production capacity and equipment, enhancing pollution control capabilities [12] Group 3: Market Performance - As of April 8, 2025, the Shanghai Composite Index rose by 1.58%, the North Exchange 50 Index increased by 4.82%, and the ChiNext Index rose by 1.83% [13] - The North Exchange A-share component stocks totaled 265, with an average market capitalization of 2.36 billion [13] Group 4: Company Announcements - Haineng Technology announced its first share buyback, having repurchased 1,784,530 shares, accounting for 2.11% of its total share capital, with a total expenditure of approximately 21.23 million yuan [23]