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迈步高质量发展 上市闽企打造投融资良性循环
Zhong Guo Zheng Quan Bao· 2025-06-19 20:30
● 本报记者张勤峰欧阳剑环连润罗京 资本为发展赋能 "借壳*ST夏新上市,开启新征程;四次资本运作,推动跨越式发展。"厦门象屿(600057)有关负责人 对记者说,自2011年借壳*ST夏新上市以来,厦门象屿在资本市场助力下,完善资源布局,迭代业务模 式,从区域性贸易商发展为国内领先的大宗商品供应链综合服务商。 谈及上市助力公司高质量发展,厦门国贸(600755)有关负责人直言:"厦门国贸历史上取得的成绩、 业务的发展及创造的社会价值,与上市后获得资本市场的支持和赋能密不可分。" 上市并不仅仅意味着融资渠道的拓宽,治理规范化、品牌价值增加、国际化拓展加快、竞争力提升…… 资本市场对企业的赋能是多方位的。 2024年全年收入3620.13亿元,研发投入186.07亿元,盈利507.45亿元,分红253.72亿元;2025年5月完成 港股IPO融资356.57亿港元……福建上市公司宁德时代(300750)的一组数字,成为"融资—发展—回 报"良性闭环的鲜活注脚。 在如今的A股市场上,这样的例子越来越多。一大批优质上市公司正以真金白银打破"重融资轻回报"的 陈旧叙事,针对"上市为了什么"给出自己的答案。 要聚焦高质 ...
为有源头活水来——习近平同志在闽金融论述与实践启示
证监会发布· 2025-06-19 12:53
Core Viewpoint - The article emphasizes the importance of financial development in China, particularly in Fujian, as a key component of the country's modernization and economic growth, rooted in the principles established during Xi Jinping's tenure in the region [3][5][12]. Financial Development Strategy - Fujian has initiated a financial empowerment strategy to enhance productivity, marking a significant step in its financial development [5]. - The financial sector is viewed as crucial for the overall modernization of China, with a focus on long-term planning and systemic approaches to financial development [5][10]. Historical Context and Innovations - The establishment of Industrial Bank in 1988 is highlighted as a pioneering move in China's financial reform, with local government support playing a vital role [7][8]. - Xi Jinping's early insights into financial governance laid the groundwork for a modern financial system in Fujian, emphasizing the need for a diverse financial structure [11][12]. Financial Support for Economic Development - Financial innovations, such as the "Lin e loan" in Ningde, demonstrate how financial tools can support rural economic development and resource management [17][19]. - The article discusses the role of financial services in supporting major infrastructure projects in Fujian, which have been essential for regional economic growth [23][27]. Risk Management and Financial Security - Fujian has maintained a strong record in managing financial risks, with a focus on preventing illegal fundraising activities and ensuring financial stability [31][32]. - The article outlines Xi Jinping's proactive measures in addressing financial crises, such as the restructuring of Huamin Company, which became a model for debt resolution [33][34]. Reform and Opening Up - The establishment of Xiamen International Bank as China's first Sino-foreign joint venture bank is presented as a significant milestone in financial reform and opening up [38][40]. - The article highlights ongoing efforts to deepen financial reforms and enhance international cooperation, reflecting China's commitment to a more open financial system [42][43].
习近平同志在闽金融论述与实践启示
中国基金报· 2025-06-19 11:09
为有源头活水来——习近平同志在闽金融论述与实践启示 福建是习近平新时代中国特色社会主义思想的重要孕育地之一。 习近平同志在福建工作17年半,领导和推动了地方改革开放和现代化建设事业,对金融领域 的一系列重大命题进行了深入研究、长远谋划和有益探索,形成了大量原创性理念,开创了 多项变革性实践,取得了一系列标志性成果,为开拓中国特色金融发展之路提供了理论与实 践的源头活水。 站在新的历史起点上,在以习近平同志为核心的党中央坚强领导下,我们坚定不移走中国特 色金融发展之路,金融血脉将持续为中国经济社会发展注入澎湃动力,为以中国式现代化全 面推进强国建设、民族复兴伟业提供有力支撑。 坚持系统观念:统筹全局谋划金融发展 在福建省福州鼓山观景台拍摄的闽江及其支流(2021年6月14日摄)。新华社记者 宋为伟 摄 闽江蜿蜒,鼓山巍巍。 福州海峡国际会展中心,一场金融赋能新质生产力发展的对接会日前在这里举行。这是三年 一次的世界闽商大会中的一项重要活动,也是福建自去年提出金融强省战略后的又一重要举 措。 金融是"国之大者",关系中国式现代化建设全局。早在福建工作期间,习近平同志以长远的眼 光,深刻把握金融的本质、定位、规律、 ...
新华全媒头条 | 为有源头活水来——习近平同志在闽金融论述与实践启示
Xin Hua She· 2025-06-19 03:18
福建是习近平新时代中国特色社会主义思想的重要孕育地之一。 习近平同志在福建工作17年半,领导和推动了地方改革开放和现代化建设事业,对金融领域的一 系列重大命题进行了深入研究、长远谋划和有益探索,形成了大量原创性理念,开创了多项变革 性实践,取得了一系列标志性成果,为开拓中国特色金融发展之路提供了理论与实践的源头活 水。 站在新的历史起点上,在以习近平同志为核心的党中央坚强领导下,我们坚定不移走中国特色金 融发展之路,金融血脉将持续为中国经济社会发展注入澎湃动力,为以中国式现代化全面推进强 国建设、民族复兴伟业提供有力支撑。 坚持系统观念:统筹全局谋划金融发展 闽江蜿蜒,鼓山巍巍。 福州海峡国际会展中心,一场金融赋能新质生产力发展的对接会日前在这里举行。这是三年一次 的世界闽商大会中的一项重要活动,也是福建自去年提出金融强省战略后的又一重要举措。 金融是"国之大者",关系中国式现代化建设全局。早在福建工作期间,习近平同志以长远的眼 光,深刻把握金融的本质、定位、规律、功能等重大问题,着眼大局,系统擘画福建金融发展蓝 图。 福州江滨中大道,兴业银行行史展览馆里,两张"宁德地区财政局"的股票认购凭证吸引参观者的 目 ...
华尔街见闻早餐FM-Radio | 2025年6月19日
Hua Er Jie Jian Wen· 2025-06-18 23:23
请各位听众升级为见闻最新版APP,以便成功收听以下音频。 市场概述 鲍威尔预计通胀压力显著上升,抵消了美股盘中特朗普称伊朗主动提出谈判带来的乐观情绪,鲍威尔新闻发布会后美股一度全线转跌,最终主要股指收盘涨 跌互现。 华见早安之声 潘功胜重磅发声,涉及货币政策框架转型,首次提及稳定币,宣布设立银行间市场交易报告库、设立数字人民币国际运营中心、设立个人征信机 构等8项重磅金融政策。 吴清:设置科创板成长层,支持优质未盈利创新企业上市,试点IPO预先审阅机制。 美股科技股领涨。美国拟放宽限制银行美债交易的资本规定,银行股涨势靠前。稳定币第一股Circle飙升超34%,隔夜美国参议院通过了稳定币法案。 美联储决议后,美债收益率一度刷新日低,但鹰派鲍威尔讲话后,美债收益率仅小幅收低。黄金盘中从日内高点一度跌超1%。铂金创十一年来最高水平。 原油宽幅震荡,特朗普称不希望美国下场中东局势,油价盘中走低。 亚洲时段,A股震荡收涨,半导体产业链午后爆发,港股收跌逾1%,新消费三宝分化,泡泡玛特涨超1%,蜜雪集团跌超2%。 6/21上海投资大师课报名|中泰资管百亿投资经理徐志敏带你穿越牛熊的投资之道,了解详情>> 要闻 李云泽: ...
兴业证券:打造差异化卖点+解决防晒痛点 调光汽玻产业趋势加速
智通财经网· 2025-06-18 03:28
智通财经APP获悉,兴业证券发布研报称,调光汽玻产业趋势加速,未来放量可期。调光天幕能够有效 解决前阶段全景天幕防晒隔热问题,侧玻隐私功能提升,看好产业趋势放量。调光汽玻价值量提升将带 动单车玻璃ASP向上,玻璃附加值增加,打开汽玻业务新成长点,重点推荐福耀玻璃。调光汽玻产品中 调光膜附加值占比较高,国产化趋势较为明显的为EC、PDLC和LC,现阶段PDLC调光膜国产化进展领 先,综合成本相对较低,PDLC黑膜是成熟技术的改良版,后续伴随大规模量产后配套车型价格带预计 下探,未来放量趋势可期,建议关注海优新材。 兴业证券主要观点如下: 比亚迪等头部车企率先推动辅助驾驶平权加速,智能化渗透率进入爆发期,中短期来看辅助驾驶仍然是 成本项,但却能够有效带动汽车座舱和外观智能化消费;另外当前整车偏同质化的背景下,寻找差异化 卖点成为主机厂卷配置的迫切需求;调光天幕打消消费者对天幕"不防晒"的顾虑,有效解决了消费者此 前对天幕玻璃的主要痛点,该行判断调光天幕渗透率预计加速。 调光汽玻逐步从高端豪华走向主流大众,调光天幕有望成为热门趋势 调光玻璃2025年成为主流新车的热门趋势,主要用于天幕,包括智己L6、问界M9、尊界 ...
【重磅深度】福耀玻璃系列专题报告(六):福耀玻璃在欧洲市场的发展展望
东吴汽车黄细里团队· 2025-06-11 10:28
投资要点 市场规模:欧洲汽车玻璃市场空间呈现低速稳定增长的状态。 未经许可,不得转载或者引用。 我们对欧洲汽车玻璃市场的规模进行了测算(包括OEM市场和AM市场),在欧洲汽车报废率 和前风挡每年破损率保持稳定的情况下,随着欧洲汽车产销量、保有量以及汽车玻璃单车ASP 保持低速稳定增长,欧洲汽车玻璃市场规模也呈现出稳定低速增长的状态,整体市场空间(包 括OEM+AM)将从2024年的179.36亿元持续增长至2030年的229.24亿元,复合增长率约为 4.2%。 竞争格局:欧洲汽玻市场份额集中,近年来外部因素扰动明显。 得益于汽车玻璃行业的高壁垒,汽车玻璃行业竞争格局良好。欧洲汽车玻璃行业集中度高,头 部玩家如圣戈班、板硝子、福耀玻璃等占据主要份额。近年来,一方面2020年全球疫情爆发对 欧洲宏观经济和汽车行业均造成了较大扰动;另一方面,俄乌冲突后欧洲的能源危机导致天然 气等价格大幅上涨,成本端(能源成本在汽玻总成本中占比约为17-18%)的巨幅波动对欧洲汽 车玻璃供应链也造成了较大的冲击。 看好福耀玻璃在欧洲市场的市占率持续提升。 福耀主要竞争对手(旭硝子、板硝子和圣戈班等)均不是单一汽玻主业经营,且当前汽 ...
福耀玻璃系列专题报告(六):福耀玻璃在欧洲市场的发展展望
Soochow Securities· 2025-06-11 05:23
Investment Rating - The report recommends "Fuyao Glass" as a leading player in the global automotive glass industry [64]. Core Viewpoints - The European automotive glass market is experiencing low and stable growth, with the market size projected to increase from 17.936 billion yuan in 2024 to 22.924 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of approximately 4.2% [2][9]. - Fuyao Glass is expected to continue increasing its market share in Europe due to its focus on the automotive glass sector, superior profitability compared to competitors, and a strategic production model that combines Chinese manufacturing with European value-added processing [2][30]. - The competitive landscape in the European automotive glass market is highly concentrated, with major players like Saint-Gobain, Asahi Glass, and Fuyao Glass holding significant market shares [14][19]. Market Size Summary - The European automotive glass market is projected to grow steadily, with the overall market size (OEM + AM) expected to reach 22.924 billion yuan by 2030 [2][9]. - The OEM market size is anticipated to grow from 14.494 billion yuan in 2024 to 18.372 billion yuan by 2030, while the AM market is expected to increase from 3.442 billion yuan to 4.552 billion yuan during the same period [9][62]. Competitive Landscape Summary - The European automotive glass market is characterized by high concentration, with the top three players (CR3) accounting for 81% of the market share [14][19]. - Fuyao Glass's market share in Europe is projected to rise from approximately 21% in 2024 to 40% in the OEM market by 2027, driven by new production capacity and a focus on high-value products [62][60]. - Competitors like Saint-Gobain and Asahi Glass are currently in low-profitability states and lack significant expansion intentions, focusing instead on improving profitability [45][58]. Investment Recommendations - Fuyao Glass is actively expanding its boundaries in the automotive glass sector, enhancing its research on smart glass and integrated trends, and continuously advancing its aluminum trim business to increase the value per vehicle [67]. - The company is expected to maintain a trend of increasing global market share, leveraging its competitive advantages in quality and cost-effectiveness to capture more market share from overseas competitors [67].
企业“向新”“向智”,拓展就业新空间
Xin Hua She· 2025-06-10 11:51
今年以来,随着新技术、新产业、新业态快速发展,先进制造、信息技术、服务消费等重点领域的一批 企业,在"向新""向智"进阶提速中,释放岗位新需求、拓展就业新空间。 广纳AI等领域人才,培塑竞争新优势 北京海淀区,百度大厦。近日,包含社招员工、校招员工和实习员工等在内的120名新员工在这里集中 参加了百度新一期入职培训。 "我们已开放3000多个暑期实习机会,供在校生申请。希望能够招聘到包括机器学习、自然语言处理、 大模型算法以及前后端开发、AI产品经理等领域的人才。"百度校园招聘经理刘帅表示,未来三年将向 高校毕业生开放2.1万个实习岗位。 今年以来,人工智能、量子科技等领域招聘需求旺盛,企业争相吸纳算法、机器学习等方面的人才。 不久前,腾讯宣布启动新的就业计划——三年内将新增2.8万个实习岗位,其中,2025年将引进1万名校 招实习生,并加大转化录用。 就业,一头连着经济冷暖,一头连着万家灯火。 "截至3月初,腾讯共有正式员工超55000人,其中科技类人才超40000人。公司各项业务已全面拥抱AI, 因此在招聘中持续强化对青年人才的前瞻性储备。"腾讯全球招聘负责人罗海波介绍,今年开放的校招 岗位中,人工智能、 ...
发力稳就业:让青年人才拥有“数字助手”
Zhong Guo Qing Nian Bao· 2025-06-09 13:35
Group 1 - The core viewpoint of the articles emphasizes the transformative impact of AI on various industries, particularly in enhancing the skills of workers and creating new job opportunities [1][4][8] - AI is increasingly being utilized as a digital assistant for skilled workers, significantly improving efficiency and productivity in various sectors, such as manufacturing and service industries [2][5] - Companies like Baidu and Tencent are actively promoting AI training programs to empower workers, aiming to bridge the skills gap and facilitate career development in the digital age [7][8] Group 2 - The integration of AI into traditional industries is leading to a fundamental change in job roles, requiring workers to adapt and acquire new skills to remain relevant [3][5] - Training initiatives, such as the "AI First Lesson" in Shenzhen, are designed to equip skilled workers with AI knowledge, fostering a new ecosystem of skills [1][7] - Companies are investing significantly in employee training, with some allocating over 100 million yuan annually to enhance workforce skills, reflecting a commitment to adapting to technological advancements [3][4]