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【研选行业】新疆基建订单海啸倒计时已至!这些龙头有望分享万亿级盛宴
第一财经· 2025-08-14 12:26
一、2000公里新藏铁路、1000亿独库公路、8000亿煤化工年内齐发,新疆基建订单海啸倒计时已 至!这些工程龙头有望分享万亿级盛宴 ; 二、 2283万患者仅54%用药!白癜风创新药催生百亿级市场,龙头药企稀缺红利一触即发 。 点击付费阅读,解锁市场最强音,把握投资机会! ...
中交二航局参与联合体中标新疆拉配泉至巴什库尔干公路项目
Zheng Quan Shi Bao Wang· 2025-08-14 09:17
人民财讯8月14日电,据中交二航局官微消息,近日,中交二航局参与联合体中标新疆G571线拉配泉至 巴什库尔干公路项目,估算总投资71.25亿元,建设工期3年。项目采用特许经营BOT模式实施。 ...
中国经济半年报丨流动中国彰显经济发展活力——透视上半年我国交通运输运行数据
Xin Hua Wang· 2025-08-12 05:40
新华社北京7月26日电 题:流动中国彰显经济发展活力——透视上半年我国交通运输运行数据 新华社记者叶昊鸣、王聿昊 交通运输是国民经济的"大动脉",承载着人员和货物流动的重任。日前,交通运输部公布今年上半 年行业经济数据,"海陆空"行业发展总体平稳、稳中有进。 暑运以来,北京首都国际机场航站楼内,旅客熙熙攘攘,不少旅客"全家出动",前往成都、昆明、 新加坡等海内外热门目的地旅行。 "今年以来,驻场航空公司不断新增国内外航线,旅客吞吐量不断提升。"首都机场航空业务部航空 发展主管石萌萌介绍,上半年,首都机场旅客吞吐量达3417万人次,同比增长4.5%。 人员出行持续旺盛。上半年,我国跨区域人员流动量为337.6亿人次,同比增长4.2%。其中,民航 全行业客运量为3.7亿人次,同比增长6%;国际航线客运量同比增长28.5%,实现快速增长。 沿着京沪高铁一路向南,安徽蚌埠南站全力以赴应对暑运大客流。 蚌埠南站党支部书记曹怀宾表示,以大学生、中小学生为主体的研学旅行团体数量较去年同期大幅 增长,热门目的地主要为北京、上海、南京、合肥等城市。"我们在蚌埠南站为研学团体开辟专属候车 休息区,在安检、候车、乘车全流程开辟绿色 ...
蕰川高速新建工程主线桥梁上部结构施工将启
Jie Fang Ri Bao· 2025-08-12 01:56
记者 张海峰 摄 昨天,记者从城投公路获悉:近日,由城投公路投资建设的S16蕰川高速(G1503公路-省界)新建工程主线 即将启动桥梁上部结构施工。工程全线位于宝山区,全长约17.5千米。项目建成后,将进一步构建北部出省的高 等级通道,强化沪苏联系。 ...
四川路桥等成立甘肃靖会高速公路项目管理公司,注册资本5亿
Qi Cha Cha· 2025-08-11 06:49
Group 1 - The establishment of Gansu Jinghui Expressway Project Management Co., Ltd. has been announced, with a registered capital of 500 million yuan [1] - The company's business scope includes construction engineering, highway management and maintenance, engineering surveying, and engineering design [1] - The company is jointly held by Sichuan Road and Bridge (600039) and its wholly-owned subsidiary, Sichuan Highway and Bridge Construction Group Co., Ltd. [1]
龙江交通:8月8日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-08 11:14
每经头条(nbdtoutiao)——调查:这类高频交易,一年佣金可达两个亿!监管明确禁止向投资者返佣 金,但禁令下暗藏博弈 (记者 曾健辉) 每经AI快讯,龙江交通(SH 601188,收盘价:3.53元)8月8日晚间发布公告称,公司第四届2025年第 四次董事会临时会议于2025年8月8日以通讯方式召开。会议审议了《关于更换公司董事的议案》等文 件。 2024年1至12月份,龙江交通的营业收入构成为:公路建设占比43.55%,贸易行业占比40.74%,其他业 务占比15.71%。 截至发稿,龙江交通市值为46亿元。 ...
冠通期货早盘速递-20250807
Guan Tong Qi Huo· 2025-08-07 02:29
热点资讯 1、美国总统特朗普签署行政命令,对来自印度的商品加征25%的额外关税,从而使印度面临的总关税税率达到50%,以回应印度 继续"直接或间接进口俄罗斯石油"。新加的25%关税将在21天后生效,此前首轮25%关税将于本周四生效。特朗普还称,将对 芯片和半导体加征约100%的关税。如果在美国建厂,将无需缴纳关税。 早盘速递 2025/8/7 5、上海期货交易所相关仓库的黄金库存已跃升至历史新高,超过36吨金条/块已注册用于期货合约交割,这一数量在过去一个 月内几乎翻倍。库存激增主要源于期货需求强劲推动的套利交易热潮,期货价格相对实物黄金出现大幅溢价。 4、乘联分会数据显示,7月,全国乘用车市场零售183.4万辆,同比增长7%。其中,新能源市场零售100.3万辆,同比增长14%, 新能源市场零售渗透率54.7%。 2、交通运输部、财政部、自然资源部印发《新一轮农村公路提升行动方案》,到2027年,全国完成新改建农村公路30万公里, 便捷高效、普惠公平的农村公路网络基本建成;建制村通公交率达到55%以上。 3、中国光伏行业协会征集对《价格法修正草案(征求意见稿)》的意见和建议,重在从价格行为规范、价格调控机制、 ...
中国三部门:到2027年完成新改建农村公路30万公里
Zhong Guo Xin Wen Wang· 2025-08-06 19:00
Core Points - The "New Round of Rural Road Improvement Action Plan" aims to complete the reconstruction of 300,000 kilometers of rural roads by 2027 [1][2] - The plan addresses issues such as low technical standards, poor road network quality, and inadequate management and maintenance of rural roads [1] - The initiative emphasizes the need for tailored planning based on population distribution, industrial structure, and socio-economic development [1] Summary by Sections Road Construction and Maintenance - By 2027, the plan targets the completion of 300,000 kilometers of new and renovated rural roads, with a goal of establishing a convenient, efficient, and equitable rural road network [1] - It includes the implementation of 300,000 kilometers of restorative maintenance projects, aiming to maintain a good technical condition rate of over 70% for rural roads [1] - The plan also outlines the execution of safety protection projects covering 150,000 kilometers and the renovation of 9,000 dilapidated bridges [1] Public Transport and Integration - The plan sets a target for over 55% of established villages to have access to public transportation by 2027 [2] - It aims for comprehensive integration of rural passenger and freight transport services in eligible county-level administrative regions [2] - The initiative supports the vision of a well-structured, high-quality rural road transport system by 2035, enhancing the overall transportation service level [2]
稳住增长“压舱石”,产业发展再加速
Qi Lu Wan Bao· 2025-08-04 21:09
Core Viewpoint - The construction of major projects in Jining City is accelerating, serving as a stabilizing force for growth and an important means to optimize the economic structure. High-quality industrial projects are being launched, contributing to regional economic development and creating new growth momentum [12][15]. Group 1: High-Quality Industrial Projects - The Kolun Alloy New Materials R&D and Production Project in Jiaxiang County features advanced automation, producing zinc-aluminum-magnesium plates with high heat resistance, 10 to 20 times that of traditional galvanized steel [13]. - The project has introduced 20 new production lines, aiming for an annual output of 400,000 tons of zinc-aluminum-magnesium plates and 200,000 tons of electroplated chromium plates, generating an annual output value of 2.6 billion yuan and tax revenue of 470 million yuan, while creating 270 jobs [14]. - The Hengwang Green Intelligent Manufacturing Base for large and medium-sized construction machinery has completed its first phase and is set to start the second phase, focusing on smart technology and green processes [14][15]. Group 2: Infrastructure Projects - Major infrastructure projects are being expedited, including the construction of the Xiongshang High-Speed Railway Yellow River Bridge, which utilizes advanced technologies for precision construction [17]. - Multiple highway projects are progressing, with the Jining to Shangqiu Highway expected to enhance regional connectivity and promote economic development [18]. - The Jizhou Highway project has completed 94.2% of its earthworks and 44.6% of its road surface works, with an expected early completion [18]. Group 3: Government Initiatives - The Jining government aims to accelerate major project construction, implementing the "1113" investment expansion plan, focusing on 1,100 key projects, including 10 projects over 10 billion yuan and 30 projects over 3 billion yuan [19]. - The government is encouraging social capital participation in advanced manufacturing and urbanization projects, maintaining a 70% share of private investment [19].
拓空间 有效投资潜力大
Ren Min Ri Bao Hai Wai Ban· 2025-08-04 01:56
Group 1 - The Zhangguan Expressway, an important part of the national highway network, has successfully completed the main bridge construction, laying a solid foundation for its full operation by 2026 [2] - In the first half of the year, investment in charging and swapping infrastructure increased by nearly 70%, indicating a strong focus on expanding effective investment in key areas [2] - The total fixed asset investment (excluding rural households) reached 248,654 billion yuan, with a nominal year-on-year growth of 2.8%, reflecting a slight decline compared to the previous months [3] Group 2 - The actual growth rate of fixed asset investment, after adjusting for price factors, was 5.3%, indicating stability despite a 0.3 percentage point decline compared to the same period last year [3][4] - Equipment and tool purchases saw a significant year-on-year increase of 17.3%, contributing 86.0% to the overall investment growth [5] - Infrastructure investment grew by 4.6% year-on-year, with water transportation and water management investments increasing by 21.8% and 15.4%, respectively [6] Group 3 - The government is emphasizing high-quality promotion of "two major" constructions and stimulating private investment to expand effective investment [7] - The National Development and Reform Commission has completed the allocation of 800 billion yuan for "two major" construction projects and 735 billion yuan for central budget investments [7] - There is significant potential for fixed asset investment in new production capacities, urban renewal, and addressing social needs, which aligns with high-quality development goals [8]