在过去一个月，广州市总工会联动市税务局、市商务局，以"破局·突围——关税战2.0时代的企业应对之 策"为主题开展4场专项活动，汇聚近百家企业，近200位劳模工匠、行业专业人士及企业代表，助力企 业破题、破障、破局。 日前，记者从广州市总工会获悉，面对关税战带来的严峻挑战，广州市总工会汇聚劳模工匠智慧，以技 术破壁垒、布局抗风险、生态拓市场为路径，推动全市广大劳模工匠深度参与技术攻关与产业升级，助 力广州外向型企业全面构建风险抵御与市场拓展体系。 如京东集团以优惠政策助力出口企业"出口转内销"，打通国内国际双循环的堵点，解决库存积压难题， 通过全渠道营销帮助外贸企业快速建立品牌认知度，实现"内外贸产品同线同标同质"的转型升级。巨大 创意产业园展示"产品出海+品牌孵化+全链服务"跨境电商生态，吸引多家跨境企业集聚，实现从"贴牌 代工"到"自主品牌出海"的转型。智能电网技术与传统制造进行跨界创新，提供贸易壁垒突破新思路， 实现政策、技术、市场三方协同，让湾区制造逐步融入全球产业链高端环节。 广州市总工会表示，将持续深化"劳模工匠助企行"品牌内涵，围绕产业链共性难题开展专项攻坚，推动 湾区制造在全球贸易变局中突围领航 ...

（原标题：《2025年东南亚绿色经济报告》发布） 《越南新闻报》5月14日报道，近日，贝思公司、谷歌、渣打银行等机构联合发布《2025年东南亚 绿色经济报告》，分析东南亚绿色经济发展状况，提出以系统方法推动绿色转型，通过系统层面解决方 案、支持性解决方案及区域合作实现经济、环境和社会效益协调发展。 东南亚绿色经济发展现状与挑战 东南亚绿色经济转型有所进展，但与2030年气候目标仍有差距。区域内排放增长，依赖化石燃料， 经济发展受气候变化威胁。目前可再生能源占比9%，电动汽车渗透率低，绿色投资与产业发展滞后， 且面临贸易限制、政策不稳定等挑战，需平衡经济增长与转型。 系统层面解决方案 可持续生物经济：生物经济占东南亚经济重要地位，但当前发展模式导致排放和森林砍伐。通过提 升小农户生产力、发展自然解决方案、加速可持续生物燃料生产等，可减少排放、创造就业、推动经济 增长。例如，到2030年有望减少约2.3亿吨CO₂当量排放，创造约34万个就业岗位。 下一代电网发展：现有电网难以适应可再生能源发展，需要升级和跨境互联。通过吸引私人投资、 推进监管改革、建设绿色产业集群等措施，可提高电网效率、促进可再生能源整合。预计到 ...

-0.03(-0.56%) -0.09(-1.18%) -0.04(-1.00%) 保险 中国太保 7.0 中国人保 中国平安 ■ 3630.79亿市值 3216.08亿市值 9722.44亿市值 12.09亿成交额 24.99亿成交额 11.96亿成交额 53.39 8.21 33.43 -0.61(-1.79%) -0.86(-1.59%) -0.07(-0.85%) 酸酒行业 贵州茅台 山西汾酒 五粮液 20276.67亿市值 2500.93亿市值 5088.01亿市值 22.89亿成交额 37.15亿成交额 6.49亿成交额 131.08 205.00 1614.13 -17.88(-1.10%) -4.50(-2.15%) -2.59(-1.94%) 半导体 XD海光信 北方华创 寒武纪-U HYGON 3218.98亿市值 2289.48亿市值 2788.61亿市值 10.79亿成交额 24.03亿成交额 18.85亿成交额 428.60 668.00 138.49 -0.30(-0.07%) -9.00(-1.33%) -3.45(-2.43%) 汽车整车 铁路公路 比亚进 长城汽车 京沪高铁 ...

保险 中国太保 队 中国人保 中国平安 ■《》 3608.68亿市值 3198.76亿市值 9747.94亿市值 7.70亿成交额 15.63亿成交额 8.21亿成交额 53.53 33.25 8.16 -0.79(-2.32%) -0.72(-1.33%) -0.12(-1.45%) 酸酒行业 贵州茅台 山西汾酒 五粮液 20338.97亿市值 2513.98亿市值 5121.78亿市值 19.61亿成交额 11.13亿成交额 3.58亿成交额 1619.09 131.95 206.07 -12.92(-0.79%) -3.43(-1.64%) -1.72(-1.29%) 半导体 北方华创 寒武纪-U XD海光信 HYGON 2297.76亿市值 2790.28亿市值 3201.78亿市值 14.68亿成交额 12.73亿成交额 6.45亿成交额 430.15 668.40 137.75 +1.25(+0.29%) -8.60(-1.27%) -4.19(-2.95%) 汽车整车 铁路公路 比亚迪 长城汽车 京沪高铁 11783.98亿市值 2020.91亿市值 2916.93亿市值 2.23亿成交额 52 ...

Group 1 - The core viewpoint is that trade and investment between China and Chile have significantly increased over the past two decades, with China being Chile's largest trading partner for several consecutive years [1][3] - In 2024, the bilateral trade volume between China and Chile is projected to reach $61.69 billion, which is 8.6 times the amount before the China-Chile Free Trade Agreement came into effect and 18 times the amount before the establishment of the China-Chile Entrepreneurs Committee [1] - The trade has expanded beyond traditional labor-intensive products like agricultural products and textiles to include high-tech products such as machinery, electronics, and transportation equipment [1] Group 2 - Chile is a key investment destination for Chinese enterprises in Latin America, with direct investment stock from China in Chile reaching approximately $1.6 billion by the end of 2023 [1] - Investment areas have diversified from traditional sectors like energy and infrastructure to emerging industries such as renewable energy, digital economy, artificial intelligence, and biomedicine [1] - Chilean enterprises are increasingly active in investing and collaborating with China in technology [1] Group 3 - The "2050 National Development Vision" of Chile focuses on sustainable resource development and economic diversification, encouraging collaboration between Chinese and Chilean companies [2] - Companies are encouraged to leverage the China-Chile Free Trade Agreement along with RCEP and the Chile-ASEAN Free Trade Agreement to explore opportunities in technology innovation, digital economy, and green development [2] - Potential collaboration areas include creating a complete supply chain in manufacturing, participating in infrastructure projects through PPP and equity investments, and expanding cooperation in energy and digital technology sectors [2]

证券代码： 002339 证券简称：积成电子 积成电子股份有限公司投资者关系活动记录表 编号：2025-002 | 投资者关系活动 | □特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 □ √ | | | 路演活动 □ 新闻发布会 □ | | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 参加 年山东辖区上市公司投资者网上集体接待日活动的投 2025 | | 人员姓名 | 资者 | | 时间 | 2025 年 5 月 15 日 (周四) 下午 15:00~16:30 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | | 采用网络远程的方式召开业绩说明会 | | 上市公司接待人 | 1、财务负责人秦晓军 | | 员姓名 | 2、董事会秘书刘慧娟 | | | 3、证券事务代表秦高凤 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复，主 | | | 要内容如下： | | | 1、请问积成 2025 年业务方面有 ...

Group 1 - The core viewpoint of the article highlights that 麦克奥迪's stock closed at 15.03 yuan, down 3.59%, with a rolling PE ratio of 47.26 times and a total market capitalization of 77.77 billion yuan [1] - 麦克奥迪 ranks 100th in the electric grid equipment industry, which has an average PE ratio of 33.11 times and a median of 35.82 times [1] - As of the first quarter of 2025, eight institutions hold shares in 麦克奥迪, with a total holding of 33,687.56 million shares valued at 55.96 billion yuan [1] Group 2 - 麦克奥迪 (Xiamen) Electric Co., Ltd. specializes in the production and sales of epoxy insulation parts, optical microscopes, molds, and medical testing products, as well as medical diagnostic services and energy internet technology research and operations [1] - The latest performance report for the first quarter of 2025 shows that the company achieved an operating income of 316 million yuan, a year-on-year increase of 5.91%, and a net profit of 34.88 million yuan, a year-on-year increase of 9.70%, with a sales gross margin of 41.77% [1]

保险 中国太保 队 中国人保 中国平安 01 3710.39亿市值 3306.51亿市值 9913.65亿市值 11.90亿成交额 20.47亿成交额 18.79亿成交额 34.37 8.39 54.44 -0.36(-1.04%) -0.25(-0.46%) +0.15(+1.82%) 酸酒行业 贵州茅台 山西汾酒 五粮液 20559.69亿市值 5212.22亿市值 2574.61亿市值 25.10亿成交额 12.64亿成交额 4.33亿成交额 211.04 134.28 1636.66 +1.67(+0.10%) +0.34(+0.16%) -0.98(-0.72%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2313.03亿市值 2814.87亿市值 3307.53亿市值 6.62亿成交额 5.68亿成交额 14.31亿成交额 142.30 433.01 674.29 -9.70(-1.42%) -1.92(-1.33%) -3.93(-0.90%) 汽车整车 铁路公路 比亚迪 长城汽车 京沪高铁 11581.58亿市值 2019.19亿市值 2941.48亿市值 51.73亿成交额 3.0 ...

Investment Rating - The report maintains a positive investment rating for the renewable energy sector, particularly highlighting the solar and wind energy segments as having strong growth potential [4][5]. Core Insights - The report emphasizes that the downstream demand for renewable energy is expected to increase, leading to a potential recovery in the pricing structure of the industry [2]. - It notes that the solar industry is currently experiencing a price correction after a surge in demand, with key components like silicon materials and modules seeing price adjustments [4]. - The wind energy sector is projected to benefit from significant policy support and increased project bidding, particularly in offshore wind projects [4]. Weekly Market Review - From April 28 to May 9, 2025, the Shanghai Composite Index rose by 1.42%, while the Shenzhen Component Index and the ChiNext Index increased by 2.12% and 3.32%, respectively. The Shenwan Electric Power Equipment Index outperformed with a rise of 3.46% [12]. - Sub-sectors such as photovoltaic equipment, wind power equipment, batteries, and grid equipment saw respective increases of 2.8%, 3.85%, 4.39%, and 1.73% [12][14]. Key Sector Tracking - The report highlights specific companies to watch in the solar sector, including GCL-Poly Energy, JinkoSolar, and Sungrow Power Supply, which are expected to navigate through the current market fluctuations effectively [4]. - In the wind energy sector, companies like Goldwind Technology and Mingyang Smart Energy are recommended due to their strong market positions and growth prospects [4]. Price Data in the Industry - The report provides insights into the pricing trends of key components in the solar supply chain, indicating a downward trend in silicon prices, with current prices ranging from 34 to 36 CNY/kg, reflecting an over 8% decrease compared to the previous month [28]. - The price of N-type silicon wafers has also seen a significant drop, with the average transaction price falling below 1 CNY per piece, indicating a challenging market environment for smaller manufacturers [29][34]. Company Announcements - Notable announcements include the acquisition of 100% of Jinli Co. by Foshan Fulu Technology for a total consideration of 5.08 billion CNY, which is expected to enhance its market position [3][25]. - SAIC Motor reported a significant increase in electric vehicle sales, with a 71.7% year-on-year growth in April 2025, indicating strong demand in the electric vehicle market [26].

哈尔滨九洲集团股份有限公司投资者关系活动记录表 公告编号：2025-002 20、公司与华润新能源的合作进展？ 证券代码： 300040 证券简称：九洲集团 | 投资者关系活动 □特定对象调研 □ | 分析师会议 | | --- | --- | | 类别 □ 媒体采访 √ | 业绩说明会 | | □ 新闻发布会 □ | 路演活动 | | □ 现场参观 | | | □ 其他 （请文字说明其他活动内容） | | | 参与单位名称及 投资者网上提问 | | | 人员姓名 | | | 时间 年 月 日 (周一) 下午 2025 5 12 | 15:00~17:00 | | 地点 | 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net） | | 采用网络远程的方式召开业绩说明会 | | | 上市公司接待人 1、董事长李寅 | | | 员姓名 2、副董事长，总裁赵晓红 | | | 3、董事会秘书、副总裁李真 | | | 4、独立董事张成武 | | | 5、副总裁、财务总监刘振新 | | | 影响大吗？？ | 1、请问贵公司净利润受国家补贴减少或原材料成本波动的 | | 您好，会有一定的影响。 | ...