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山鹰国际绿色转型关键落子:联手南网能源,启动10年节能改造与300MW风电项目
Sou Hu Cai Jing· 2025-10-24 06:53
山鹰国际与南网能源签署重要合作项目,将通过技术协同与资本联动实现绿色转型。 双方将围绕"双碳"目标,在造纸行业节能改造、新能源开发领域建立战略合作关系,以能源改造升级为 基础进行总投资额预估 20 亿元人民币的项目合作,通过技术协同与资本联动实现绿色转型。 本次合作采用创新模式,由南网能源100%出资实施节能改造升级项目和资源综合利用类能源投资合作 项目,山鹰国际作为用能单位无需进行资金投入,大大降低了公司的投资风险。 10月22日,中国造纸行业龙头山鹰国际与南网能源达成一项具有深远资本与战略意义的合作。双方将围 绕节能改造、新能源开发及产学研融合展开深度绑定,其中长达10年、目标节能超15%的智慧改造项目 与不低于300MW的风电开发计划,是推动山鹰国际向绿色低碳方向转型的关键一步。 三轮签约,迈出绿色转型关键一步 在ESG投资浪潮与碳约束日益收紧的宏观背景下,传统高耗能产业的绿色转型已从成本项演变为关乎未 来竞争力的核心资产。 践行ESG理念,山鹰国际以绿色转型应答可持续发展"必答题" 在国家"双碳"目标纵深推进、新型工业化加速转型的宏观背景下,ESG已从一道"选择题"演变为企业可 持续发展的"必答题"。 ...
纸浆市场:10月23日仓单有变化,9月进口增10%
Sou Hu Cai Jing· 2025-10-24 06:47
本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担 【国内白卡纸价格上涨,纸浆市场多因素交织】截至10月23日,国内白卡纸市场均价达4054元/吨,较9 月底上涨1.38%。 10月23日,上期所纸浆仓库期货仓单220002吨,环比减少267吨;纸浆厂库期货仓单 6000吨,环比持平。 海关数据显示,2025年9月我国纸浆进口295万吨,环比增11%,同比增10%。 国 投安信期货认为,目前国内港口库存同比偏高,纸浆供给宽松。虽海外阔叶浆报价上行,针阔价差缩窄 支撑针叶浆,但需求一般,下游缺乏旺季支撑,订单跟进不足,操作上建议观望。 南华期货指出,供 给商Eldorado Brasil Celulose于10月20 - 31日检修,供应压力稍减。下游用纸开工率涨跌互现,现货市场 放量平缓,等待旺季支撑。纸浆期价震荡上行,胶版纸下跌中继,受纸企提价和招标需求支撑,但市场 预期悲观,短期涨势或延续,期价上方有制约。 ...
山鹰国际跌2.16%,成交额2.07亿元,主力资金净流出754.20万元
Xin Lang Zheng Quan· 2025-10-24 05:59
山鹰国际所属申万行业为:轻工制造-造纸-大宗用纸。所属概念板块包括:智慧物流、快递概念、低 价、长期破净、小米概念等。 截至6月30日,山鹰国际股东户数18.91万,较上期减少5.84%;人均流通股28929股,较上期增加 6.20%。2025年1月-6月,山鹰国际实现营业收入138.42亿元,同比减少2.89%;归母净利润4181.54万 元,同比减少63.17%。 分红方面,山鹰国际A股上市后累计派现18.07亿元。近三年,累计派现4612.56万元。 机构持仓方面,截止2025年6月30日,山鹰国际十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股9750.38万股,相比上期增加1088.28万股。 责任编辑:小浪快报 10月24日,山鹰国际盘中下跌2.16%,截至13:46,报1.81元/股,成交2.07亿元,换手率1.94%,总市值 105.26亿元。 资金流向方面,主力资金净流出754.20万元,特大单买入2230.69万元,占比10.77%,卖出3357.50万 元,占比16.21%;大单买入4620.31万元,占比22.31%,卖出4247.70万元,占比20.51%。 山鹰国际今 ...
ST晨鸣:目前公司寿光基地、黄冈基地、吉林基地、江西基地二厂正常生产
Mei Ri Jing Ji Xin Wen· 2025-10-24 01:54
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问各生产基地复产进度,以及全公司的经营情况? ST晨鸣(000488.SZ)10月24日在投资者互动平台表示,目前公司寿光基地、黄冈基地、吉林基地、江 西基地二厂正常生产;江西基地一厂、湛江基地当前仍在停机检修,争取尽快恢复生产;具体经营情况 请关注公司定期报告。 ...
山东博士后科研平台达1334个,累计招收博士后超2.2万人
Da Zhong Ri Bao· 2025-10-24 00:57
Core Insights - The article highlights the significant advancements and contributions of postdoctoral researchers in Shandong, emphasizing their role in innovation and technology development [2][3]. Group 1: Postdoctoral Research Platforms - Shandong has established 1,334 postdoctoral research platforms, with over 22,000 postdoctoral researchers recruited, leading to a transformation of research outcomes into practical applications worth over 53.5 billion yuan [2]. Group 2: Innovation and Technology Development - A breakthrough in high-performance plant fiber new materials has been achieved by Shandong Sun Paper Industry Co., Ltd., addressing the challenge of efficient and high-value utilization of plant fiber raw materials [2]. - A new dual-channel minimally invasive spinal surgery system developed by a postdoctoral team at Qingdao University Affiliated Hospital is advancing China's spinal minimally invasive equipment and technology to international standards [2]. Group 3: Support for Postdoctoral Researchers - Shandong has established a postdoctoral science fund, creating a supportive funding system that has selected 285 new talents and funded 1,288 innovative projects during the 14th Five-Year Plan period [3]. - The province has implemented a "fast track" system for postdoctoral researchers to obtain senior professional titles, assisting nearly 200 researchers annually [3]. - Over 2.2 billion yuan in living subsidies have been distributed to 3,400 postdoctoral researchers through a comprehensive management platform [3]. Group 4: Market Impact and Entrepreneurship - A postdoctoral project led by Liu Chen at Weihai Qitong Technology Development Co., Ltd. has generated an intention order worth 60 million yuan, showcasing the market potential of postdoctoral entrepreneurial projects [3]. - The online ore composition analyzer developed by Liu's team fills a domestic technological gap in intelligent mineral processing equipment [3]. Group 5: Innovation Competitions and Support Initiatives - Since 2019, Shandong has hosted an innovation and entrepreneurship competition for postdoctoral researchers, attracting over 5,500 teams from more than 30 countries and generating over 13 billion yuan in output [3]. - The establishment of innovation achievement transformation bases in cities like Qingdao, Yantai, and Weihai has facilitated the introduction of over 230 postdoctoral entrepreneurial projects [3]. - A startup support plan for postdoctoral projects provides up to 200,000 yuan in funding for initial project implementation [3].
造纸板块10月23日涨0.81%,松炀资源领涨,主力资金净流出8695.15万元
Market Overview - The paper sector increased by 0.81% on October 23, with Songyang Resources leading the gains [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Individual Stock Performance - Songyang Resources (603863) closed at 19.97, up 10.03% with a trading volume of 138,000 shares and a turnover of 267 million yuan [1] - Yibin Paper (600793) closed at 25.49, up 4.55% with a trading volume of 157,300 shares and a turnover of 396 million yuan [1] - Other notable performers include Qifeng New Materials (002521) up 2.19%, Huatai Co. (600308) up 1.61%, and Kain Co. (002012) up 1.59% [1] Capital Flow Analysis - The paper sector experienced a net outflow of 86.95 million yuan from institutional investors, while retail investors saw a net inflow of 146 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are increasing their positions [2] Detailed Capital Flow for Selected Stocks - Yibin Paper had a net inflow of 77.39 million yuan from institutional investors, but a net outflow of 36.71 million yuan from speculative funds [3] - Songyang Resources saw a net inflow of 54.72 million yuan from institutional investors, with a net outflow of 19.35 million yuan from speculative funds [3] - Other stocks like Xianhe Co. (603733) and Kain Co. (002012) also showed varied capital flows, indicating differing investor sentiments across the sector [3]
(活力中国调研行)江苏企业“创新+绿色”双轮驱动 书写高质量发展答卷
Zhong Guo Xin Wen Wang· 2025-10-23 03:16
中新网南京10月23日电 题:江苏企业"创新+绿色"双轮驱动书写高质量发展答卷 作者 唐娟 孙权 指尖轻点即可查看16天连续血糖波动曲线的AI智能穿戴设备、车间屋顶绵延数万平方米的光伏板阵 列、中药药渣变身清洁能源的循环系统……10月20日至22日,第二批"活力中国调研行"江苏主题采访团 深入镇江、泰州两地产业一线,近距离体验传统产业与新兴技术深度融合的鲜活场景,解码以"科技创 新"和"绿色发展"为核心引擎的高质量发展路径。 鱼跃医疗的工作人员(左二)向采访团成员介绍新产品。孙权 摄 科技创新筑牢产业升级"硬支撑" 走进镇江丹阳的鱼跃医疗智能制造工厂,机械臂精准完成零部件装配,车间电子屏实时更新生产数据, 彰显其在智转数改领域的显著成效。在技术创新方面,该企业今年4月推出的Anytime5系列持续葡萄糖 监测系统(CGM),凭借皮下埋置柔性传感器实现每三分钟采集一次数据,16天的血糖波动曲线可实时同 步至手机,打破传统指尖采血局限。 鱼跃医疗副总经理郑洪喆介绍,目前,该公司正加速构建"硬件+软件+数据"一体化健康管理生态,推 动AI、大数据等技术与健康管理全流程深度融合,持续拓展医疗器械服务用户生活的边界。 ...
国投期货软商品日报-20251022
Guo Tou Qi Huo· 2025-10-22 14:04
1. Report Industry Investment Ratings - Cotton: No clear rating indicated, operation advice is to watch temporarily [2] - Paper Pulp: No clear rating indicated, operation advice is to watch temporarily [6] - Sugar: No clear rating indicated, expected to maintain a weak trend [3] - Apple: No clear rating indicated, operation advice is to watch temporarily [4] - Logs: Operation advice is to maintain a bullish mindset [7] - Natural Rubber: One star, indicating a bullish bias but low operability on the trading floor [1] - 20 - number Rubber: One star, indicating a bullish bias but low operability on the trading floor [1] - Butadiene Rubber: One star, indicating a bullish bias but low operability on the trading floor [1] 2. Core Views - The report analyzes the market conditions of various soft commodities including cotton, paper pulp, sugar, apple, logs, natural rubber, 20 - number rubber, and butadiene rubber, providing insights into supply, demand, inventory, and price trends, and giving corresponding investment operation suggestions [2][3][4] 3. Summary by Commodity Cotton & Cotton Yarn - Zhengzhou cotton slightly declined, and traders lowered the spot basis. Xinjiang machine - picked cotton prices were stable with a slight upward trend. As of October 15th, the national new cotton picking progress was 58.8%, up 4.7 percentage points year - on - year, and the cumulative processed lint was 98.2 tons, an increase of 17.9 tons year - on - year. The peak season showed a weak performance, and new orders for pure cotton yarn mills were insufficient. Macroscopically, the market expectations were chaotic. Zhengzhou cotton's short - term rise was considered a rebound, and it was advised to watch temporarily [2] Sugar - Overnight, US sugar was weak. In Brazil, although the cane crushing volume and sugar yield decreased, the sugar - making ratio increased, maintaining high sugar production. In the Northern Hemisphere, India and Thailand were about to start crushing, and sugar production was expected to increase year - on - year. In China, Zhengzhou sugar was weak, and the market's focus shifted to the next season's output estimate. In Guangxi, rainfall was good after July, and the sugar production forecast for the 25/26 season was relatively good. Overall, sugar prices were expected to remain weak [3] Apple - Futures prices were strong. In Shandong, trading volume increased, and high - quality goods had high prices. In the Northwest production area, most high - quality goods had been ordered. The market was mainly trading the cold - storage inventory volume. The national apple bagging volume decreased slightly year - on - year, and due to small fruit diameters, production might be adjusted downwards. The initial cold - storage inventory in the new season might be higher than expected. It was advised to watch temporarily [4] 20 - number Rubber, Natural Rubber, and Synthetic Rubber - Today, RU, NR, and BR all fluctuated, and the futures market sentiment was mainly watchful. The domestic natural rubber spot price was stable, the synthetic rubber spot price rose, the overseas butadiene port price fell, and the Thai raw material market prices mostly declined. The global natural rubber supply entered the high - yield period. The domestic butadiene rubber plant operating rate continued to rise, while the upstream butadiene plant operating rate continued to decline. After the National Day, tire enterprises resumed production, and the domestic tire operating rate rebounded significantly. The total natural rubber inventory in Qingdao decreased to 43.75 tons, while the domestic butadiene and synthetic rubber inventories increased. The strategy was to expect a rebound after an oversold situation [5] Paper Pulp - Today, paper pulp futures rose. The spot price of coniferous pulp was stable, and the broad - leaf pulp price was also stable. As of October 16, 2025, the inventory of mainstream paper pulp ports in China was 207.4 tons, a decrease of 0.3 tons from the previous period. In September, domestic paper pulp imports increased year - on - year. The domestic port inventory was relatively high, and the supply was relatively loose. The paper pulp demand was average, and the downstream demand lacked peak - season support. Recently, the overseas broad - leaf pulp quotation continued to rise, narrowing the price difference between coniferous and broad - leaf pulp. It was advised to watch temporarily [6] Logs - Futures prices fluctuated. The mainstream spot price was stable. In October, the New Zealand radiata pine quotation increased, and the domestic spot price was weak, reducing traders' import willingness. The overseas quotation was still high, and the domestic supply was expected to remain low. The port outbound volume was above 60,000 cubic meters, and the peak - season demand supported the price. The log inventory was low, and the inventory pressure was relatively small. It was advised to maintain a bullish mindset [7]
景兴纸业:公司及控股子公司不存在逾期债务对应的担保
Zheng Quan Ri Bao Wang· 2025-10-22 11:44
证券日报网讯10月22日晚间,景兴纸业(002067)发布公告称,公司及控股子公司均不存在逾期债务对 应的担保、涉及诉讼的担保及因被判决败诉而应承担的担保。 ...
民生银行:金融“活水”精准滴灌 “脱核快贷”固链强基
成立近30年来,民生银行(600016)始终秉持"服务大众,情系民生"使命,坚持以客户为中心,探索创 新金融服务模式,持续为小微企业发展注入动力。 在经济蓬勃发展的脉络中,无数小微企业如同不可或缺的"毛细血管",为实体经济的肌体输送着养分与 活力。然而,融资难、融资慢,始终是这些小微企业发展中可能遇到的共性瓶颈。尤其是在产业链下 游,那些轻资产、快周转的经销商们,常常面临"订单易得、资金难求"的烦恼。 机遇在眼前,资金却成"拦路虎" "近年来,高端医疗设备市场需求旺盛,厂家要求现款现货,但下游医院的回款周期长,我们的资金链 始终绷得很紧。"谈及经营压力,上海市浦东新区某品牌医疗器械经销商李先生深有感触。他代理的产 品是市场上的"硬通货",产品竞争力强,下游需求稳定,但备货资金占用巨大,这成了他扩大经营规 模、服务更多医疗机构的最大困扰。 针对不同行业的特性,"脱核快贷"模式会给出差异化、场景化的授信风控模型:对于医疗器械经销商, 风控模型会重点关注采购设备的资质有效性、市场流通速度以及与医疗机构的合作稳定性;对于家装涂 料经销商,则侧重考察其代理品牌的认可度、下游业务稳定性及季节性销售规律;对于造纸行业经销 ...