Core Viewpoint - Chengdu aims to enhance its role as a significant center for international exchanges, focusing on high-level openness and deep reforms to boost global resource allocation capabilities, thereby driving high-quality urban development [1]. Group 1: Infrastructure Development - Chengdu has expanded its international and regional direct flight routes to 82, ranking fourth nationally and first in the Midwest, with plans to further enhance its international aviation hub capabilities [1]. - The city has launched over 38,000 China-Europe freight trains, connecting to more than 100 global cities and establishing 25 "Belt and Road" international supply chain service stations, with a target of 100 by the end of 2027 [1]. - Chengdu is developing a digital hub as part of the "Digital Silk Road," aiming to become a key information communication node and data center [1]. Group 2: Economic Growth and Trade - Chengdu is focusing on innovative development in foreign trade, enhancing trade relations with Europe, ASEAN, and Latin America, and promoting key foreign trade industry clusters [3]. - The city is encouraging the establishment of national service export bases in digital services, cultural services, and human resources, aiming to boost the growth of digital service trade [3]. - Chengdu is actively attracting foreign investment by broadening channels and encouraging multinational companies to establish regional headquarters in the city [4]. Group 3: Manufacturing and Innovation - The city plans to eliminate restrictions on foreign investment in manufacturing, aiming to create world-class advanced manufacturing clusters in electronics, high-end energy equipment, and software services [5]. - Chengdu is promoting the integration of advanced manufacturing with strategic emerging industries and modern services, while also enhancing its technological infrastructure [5]. - The city is fostering international collaboration in technology and innovation, encouraging global enterprises and research institutions to establish a presence in Chengdu [5]. Group 4: International Consumption Center - Chengdu is working towards becoming an international consumption center by developing new consumption formats and enhancing its cultural soft power [6][7]. - The city is focusing on creating high-quality living environments and promoting international consumption through various initiatives, including the development of major commercial districts [7]. - Chengdu aims to enhance its international appeal by promoting local cuisine and health services, while also improving the consumer experience for foreign visitors [7]. Group 5: International Relations and Cultural Exchange - Chengdu is committed to deepening international cooperation and cultural exchanges, optimizing its network of international friendship cities to enhance its global presence [8]. - The city plans to integrate cultural exchanges with trade, investment, and educational collaborations to support national diplomatic efforts and improve its economic benefits [9].

Core Viewpoint - The company is establishing a new subsidiary to capitalize on market opportunities in the industrial equipment manufacturing sector, focusing on green transformation and intelligent upgrades [1][2] Group 1: Investment Details - The company announced the establishment of a new subsidiary, Luoyang North Glass High-Temperature Electric Kiln Intelligent Equipment Co., Ltd., with a registered capital of 10 million yuan [1] - The company will contribute 7.5 million yuan, representing 75% of the registered capital, while the employee stockholding platform will contribute 2.5 million yuan, representing 25% [1] Group 2: Strategic Focus - The new subsidiary will focus on the industrial equipment manufacturing sector outside of the construction industry, particularly in ceramics [1] - The subsidiary aims to develop and manufacture high-temperature electric heating intelligent production equipment that converts fossil energy such as natural gas and coal gas into clean electric energy [1] Group 3: Strategic Rationale - The investment aligns with the company's future development strategy, enhancing the synergy of the industrial chain and improving core competitiveness and sustainable development capabilities [2] - The collaboration with the employee stockholding platform is intended to share risks and stimulate employee engagement, promoting stable and sustainable company growth [2]

证券日报网讯 12月23日，宇通重工在互动平台回答投资者提问时表示，公司海外市场正在持续扩展， 其中矿用装备产品已在泰国、印尼、阿联酋、智利、蒙古等多个国家和地区达成项目落地，但目前尚未 直接向欧盟国家出口相关产品。 （编辑 袁冠琳） ...

走进制造一线：近距离探访新质生产力在企业落地 活动当天，与会嘉宾先后走访了潍柴材料成型中心二期、博杜安（潍坊）公司、潍柴二号工厂等多个代 表性场所，近距离感受潍柴在高端制造、智能制造和绿色制造方面的系统性能力。 在材料成型中心二期，自动化、数字化生产线显著提升了生产效率与产品一致性，绿色铸造与循环经济 理念贯穿园区运营；在博杜安（潍坊）公司，中外融合的发展路径和大缸径发动机的高端应用场景，生 动呈现了潍柴国际化战略的深度与韧性；潍柴二号工厂则以100%自动化率、柔性化生产能力，展现出 中国高端重型发动机制造的世界一流水平。 从材料成型到总装下线，从自动化产线到数字化运营系统，潍柴的多点位参访给嘉宾们留下了深刻印 象。多位嘉宾在现场表示，潍柴在自动化、智能化和绿色制造方面呈现出的整体水平，刷新了对中国高 端装备制造的认知，也让新质生产力从概念转化为可感知、可验证的现实场景。 2025年12月22日，由新浪财经联合洋河股份发起的"'智造未来'对话中国先锋企业"系列活动走进潍柴动 力。围绕"新质生产力赋能：制造业出海与高质量发展新路径"这一主题，活动通过实地调研与专题研讨 相结合的方式，深入探讨中国制造业在技术创新 ...

| | 中集安瑞科 交易收益测算 | | | | | --- | --- | --- | --- | --- | | 日期 | 现金流入/流出 He SA | 交易类型 | 均价 (CNY) | 管注 | | 2025/7/10 | 5.721 | 建仓-买入 | | 现金流出/流出 含费用,下同 | | 2025/12/23 | 8.120 | 清世 | | 港股通T+2结算,现金流出额尚未获取;通过 成交价、汇率、费率等因素估算,非精确值 | | 年化收益率· | 114 7% | | | | 对于中集安瑞科，我是在7月初建立观察仓的，由于股价后面没有进一步下跌，因此没有加仓。假如持 有的量较多，这次有可能只会分批卖出一部分，而不是清仓。 当时建仓的主要理由如下： 来源：市场资讯 （来源：Charlie伴你投资） 声明：本文为个人思考记录，非投资建议 1、控股股东、管理层在增持股票，且控股股东的增持显得很急切和果断； 3、税前股息率略小于5%，不过红筹股税率较高，这一条勉强能接受，毕竟买这只股票是为了获取长期 资本收益，并非为了股息； 作为一只有一定成长潜力的股票，目前的价格可能并不算高，但格雷厄姆施洛斯 ...

Investment Rating - The report maintains a "Buy" rating for the company [3][10]. Core Insights - The company is a benchmark enterprise in the cryogenic industry, focusing on technology research and development, with a compound annual growth rate (CAGR) of 8.2% in revenue from 2020 to 2024 [8][39]. - The company's revenue is expected to grow significantly, with projected net profits of 4.03 billion, 5.56 billion, and 8.20 billion yuan for 2025 to 2027, respectively [10]. - The company has successfully expanded its deep cryogenic equipment business internationally, exporting to 53 countries and regions, which has led to an increase in gross margin from 29.65% in 2022 to 36.30% in 2023 [9][10]. Financial Data and Profit Forecast - Total revenue is projected to reach 3.368 billion yuan in 2025, with a year-on-year growth rate of 24.0% [7]. - The company expects to achieve a gross margin of 19.0% in 2025, with a return on equity (ROE) of 12.0% [7]. - The company’s net profit for 2025 is estimated at 403 million yuan, with earnings per share (EPS) of 1.04 yuan [7][10]. Business Overview - The company operates in the cryogenic technology sector, focusing on manufacturing key equipment and providing solutions in various fields, including natural gas liquefaction and hydrogen energy [19][20]. - The company has a dual-engine business model, combining equipment manufacturing and gas operation, with the gas operation segment contributing 51.54% to total revenue in 2024 [34][47]. - The company has established a strong patent portfolio with 70 patents, including 27 invention patents, which supports its technological advancements [8][51]. Market Position and Growth Potential - The company has positioned itself as a leading supplier in the cryogenic technology market, with significant growth opportunities in the semiconductor and rare gas sectors [11][39]. - The company’s gas operation business is expected to grow rapidly, with projected revenue increases of 30% to 50% from 2025 to 2027 [10][11]. - The company is also exploring opportunities in liquid cooling technology, leveraging its deep cryogenic expertise to meet the rising demand in data centers and AI computing [11][10].

浙江省湖州市吴兴区埭溪镇，正书写一份"美丽"的高质量发展答卷。2025年，埭溪镇成为全市唯一在浙 江省特色小镇年度评估中获评"优秀"等次的乡镇，这份荣誉是对埭溪镇10年深耕特色产业的认可。 2015年，埭溪镇锚定美妆产业赛道，开启转型发展之路，"美丽经济"的种子在此发芽。此前，埭溪镇长 期以矿山开采、机械制造等传统产业为支柱，产业结构偏重机械工业，发展潜力不足。面对转型考题， 埭溪镇选择深耕美妆产业，完成了从"传统工业镇"到"美妆特色镇"的转型。 如今，埭溪镇美妆产业发展成效显著，全镇美妆产业总产值突破百亿元大关，成为区域经济增长强引 擎。从默默无闻的浙北小镇到声名远播的美妆高地，埭溪镇的蝶变既是特色产业赋能县域经济转型的成 功实践，也是新时代乡镇以创新驱动实现高质量发展的生动范例。 精准招商筑根基优化服务育产业 埭溪镇凭借"精准招商、以诚引凤"的招引诚意，与"服务润企细无声"的治理智慧，走出了一条独具特色 的招商与服务之路。 实施精准招商，聚焦主导产业培育。埭溪镇摒弃粗放招商模式，推行精准招商策略，立足本地工业基础 与长远方向，深耕行业趋势研判，靶向对接符合产业导向、兼具高成长性的优质企业，重点培育美妆与 ...

本报记者 田鹏 近日，凤形股份有限公司（以下简称"凤形股份"）发布《发行股份购买资产并募集配套资金暨关联交易预案》，拟通过发 行股份的方式收购广东华鑫金属资源有限公司持有的白银华鑫九和再生资源有限公司75%股权。至此，凤形股份成为深圳证券 交易所市场（以下简称"深市"）年内又一例推进重大资产重组的上市企业。 今年以来，在政策支持与市场需求的双重驱动下，深市并购重组市场正呈现量质齐升的良好发展态势。数据显示，2025年 以来，截至目前，深市新增披露并购重组1104单，涉及金额合计达5537亿元，同比分别增长54%和55%；其中，新增披露重大 资产重组突破百单，同比增长60%。 值得注意的是，除重大资产重组外，深市小步并购、嵌入式并购活动同样表现亮眼。数据显示，2025年以来，深市新增披 露未达到重大资产重组标准的现金并购995单，占同期重组数量的90%。此类并购以"小步伐、精准化"为特点，助力上市公司围 绕主业强链补链，具有整合效果好、推进效率高的优势，在提升公司质量方面发挥着不可替代的作用。 以立讯精密工业股份有限公司为例，其上市后累计开展嵌入式并购超20次，借助并购实现产业链上下游的深度整合，市值 从上市初 ...

Core Viewpoint - The company, Beibo Co., Ltd. (002613), announced plans to establish a joint venture, focusing on the manufacturing of high-temperature industrial equipment for the ceramics and other industrial sectors, indicating a strategic expansion beyond the construction industry [1] Group 1: Joint Venture Details - The new subsidiary, Luoyang Beibo High-Temperature Electric Kiln Intelligent Equipment Co., Ltd., will concentrate on the research, production, and technical support of electric kilns, electric furnaces, electric drying ovens, and electric melting furnaces [1] - The registered capital of the new company is set at 10 million yuan, with Beibo contributing 7.5 million yuan, representing 75% of the capital, while the employee stock ownership platform will contribute 2.5 million yuan, accounting for 25% [1]

北玻股份公告称，公司于2025年12月22日召开董事会会议，审议通过对外投资设立控股子公司议案。公 司拟与员工持股平台共同投资1000万元设立洛阳北玻高温电窑智能装备有限公司，聚焦建筑行业以外的 陶瓷等工业装备制造领域。其中，公司以自有资金出资750万元，占比75%；员工持股平台出资250万 元，占比25%。本次投资不构成重大资产重组，无需股东大会审议及有关部门批准。新公司设立可能面 临政策、市场等风险。 ...