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北交所策略专题报告:北证专精特新指数发布:50强“小巨人”全景图,掘金高成长标的
KAIYUAN SECURITIES· 2025-06-08 08:30
Group 1 - The North Exchange will officially launch the North Specialized and Innovative Index on June 30, 2025, which will provide multi-dimensional investment targets and performance benchmarks [1][9] - The index will consist of the 50 largest "little giant" companies listed on the North Exchange, reflecting the overall performance of specialized and innovative companies [1][9] - As of June 6, 2025, there are 146 national-level specialized and innovative "little giant" companies listed on the North Exchange, accounting for 54.89% of the total [1][14][17] Group 2 - In 2024, the average revenue of national-level specialized and innovative companies on the North Exchange was 613 million yuan, while non-national-level companies had an average revenue of 768 million yuan, with year-on-year changes of -6.88% and +2.40% respectively [1][15] - The average net profit attributable to shareholders for national-level specialized and innovative companies was 47.83 million yuan, compared to 35.16 million yuan for non-national-level companies, with year-on-year changes of -20.72% and -24.34% respectively [1][15] - The gross profit margin for national-level specialized and innovative companies was 25.11%, while for non-national-level companies it was 21.83% [21][24] Group 3 - The North Exchange's A-shares had an average daily trading volume of 24.83 billion yuan, a decrease of 2.38% from the previous week, with a turnover rate of 6.18% [2][30] - The North 50 Index closed at 1427.06 points, with a week-on-week increase of 1.30% and a PE ratio of 74.42X [2][31][35] - The overall PE ratio for North Exchange A-shares increased to 50.21X, with 144 companies having a PE ratio exceeding 45X, accounting for 54.55% [2][33][38] Group 4 - The five major industries on the North Exchange, including high-end equipment, information technology, new chemical materials, consumer services, and biomedicine, have TTM PE ratios of 40.68X, 101.69X, 42.50X, 56.05X, and 51.53X respectively [2][37][39] - The North Exchange focuses on serving innovative small and medium-sized enterprises, particularly in advanced manufacturing and modern service industries, to promote high-quality economic development [1][14]
三千公里森林“防火动脉”是如何建成的
Guang Xi Ri Bao· 2025-06-08 03:15
广西素有"八山一水一分田"的说法,广袤的森林资源构成了我国南方重要的生态屏障。近日,自治 区林业局传来捷报:广西增发国债森林防火阻隔系统项目全面完成建设,并顺利通过验收,新建及改造 的3098.25公里森林防火道路,贯通广西林区,成为守护森林资源安全的坚实生命线。 2024年以来,广西全力推进森林防火阻隔系统项目建设,总投资达19.51亿元,其中国债资金17.57 亿元,这是广西历年来投资规模最大的林业基建工程。这些资金精准投入到森林防火道路建设中,推动 了林区道路优化升级,串联成网,为守护广西绿水青山,筑牢中国南方生态屏障再添一道坚固防线。 破局:从"行路难"到"双网"升级 项目审批曾是一道棘手的难题。为了破解这一困境,广西创新推出"容缺受理""绿色通道"等举措。 在高峰林场项目审批过程中,相关部门打破常规,在部分材料暂缺的情况下,先行受理项目申请,同时 安排专人指导项目单位补充材料。原本需要数月才能完成的项目可研、初设、财评、招标等各环节审 批,时间被压缩近1/3,大大加快了项目落地的速度。 涉林纠纷也是项目建设中经常遇到的问题。在六万林场,施工过程中遇到了此类情况。政企协调组 迅速介入,深入村民家中,耐 ...
河北迁西发展板栗产业——绿了山间富了乡亲
Jing Ji Ri Bao· 2025-06-07 21:58
Core Insights - The article highlights the successful development of the chestnut industry in Qianxi County, Hebei Province, through scientific management and innovative practices, leading to increased quality and yield of chestnuts [1][2][3] Group 1: Industry Development - Qianxi County has planted 750,000 acres of high-quality chestnuts, producing over 80,000 tons annually, with fresh chestnut sales exceeding 900 million yuan, and the total output value of the chestnut industry surpassing 2.5 billion yuan [1][4] - The county has implemented a "mountain green, people rich" model, integrating ecological construction with local livelihoods, resulting in over 1.6 million acres of mountain greening [2][3] Group 2: Technological Innovation - Qianxi County collaborates with research teams for variety selection, cultivation management, and product development, promoting 220,000 grafting experiments of new chestnut varieties [3] - The county has established a 100-acre chestnut variety nursery in partnership with the Chinese Academy of Forestry, collecting 128 superior varieties and selecting two high-yield, quality varieties for demonstration [3] Group 3: Value Chain Enhancement - The county has improved the chestnut industry value chain by utilizing tree pruning waste for mushroom production, generating over 700 tons of fresh mushrooms annually and benefiting over 160 local producers [3] - Qianxi County has developed over 30 deep-processed chestnut products, with a processing capacity of over 3,000 tons annually, sold through both physical stores and online platforms [3][4]
《森林修复相关技术体系覆盖度分析——基于云南省提高森林质量、实现多重效益的实践需求》
绿色和平组织· 2025-06-06 23:50
报告撰写团队 云南省林业和草原科学院 孟广涛、李品荣、曹建新 报告支持团队 北京大学城市与环境学院保护生态学课题组 绿色和平 潘文婧、吴浩、杨可人、宋筱、王克文、张安琪 致谢 感谢以下专家在研究过程中给予的建议和支持: 华方圆(北京大学城市与环境学院)、孙永玉(中国林业科学研究院高原林业研究所)、郭贤明(西双版 纳国家级自然保护区管护局科学研究所 正高级工程师)、方震东(云南迪庆藏族自治州香格里拉高 山植物园)、周嘉鼎(北京市海淀区山水自然保护中心) 撰写单位 云南省林业和草原科学院 支持单位 北京大学城市与环境学院保护生态学课题组 绿色和平 报告设计 贾森迪 2025年6月 摘 要 在森林修复的实践中,相较于纲领性文件、法律、部门规章等政策文件,技术规程对于实际操作有 着直接的指导作用。本研究采用文献查阅法,梳理出目前云南开展退化森林修复工作中适用的国家、 行业和云南省地方技术规程 112 个,从主要退化区域、林地起点、修复目标、政府重点工作方向、 指标特征共五个维度的实践需求出发,评价了现有技术体系对于实践需求的覆盖程度;并对云南高 山亚高山、石漠化、干热河谷、矿山和火烧迹地等成熟的实践案例进行技术经验梳 ...
“四农普”来了,将对农业新质生产力等进行调查
第一财经· 2025-06-06 06:06
2025.06. 06 本文字数:1013,阅读时长大约2分钟 作者 | 第一财经 祝嫣然 国务院日前印发《关于开展第四次全国农业普查的通知》,2026年我国将开展第四次全国农业普 查。 第四次全国农业普查的标准时点为2026年12月31日24时,时期资料为2026年年度资料。此次普查 拟分四个阶段进行:准备阶段(2025年-2026年),现场登记阶段(2027年1-5月),数据处理 及发布阶段(2027年6-12月),资料开发应用阶段(2028年-2029年)。 盛来运强调,第四次全国农业普查涉及范围广、调查对象多、技术要求高、工作难度大。农业普查是 一项重大国情国力调查,需要广大普查对象的支持和配合。普查人员要如实搜集、报送普查资料,不 得伪造、篡改普查资料。普查工作中获得的能够识别或者推断单个普查对象身份的资料,不得对外提 供、泄露,不得用于统计以外的目的。普查工作中知悉的国家秘密、工作秘密、商业秘密、个人隐私 和个人信息,必须严格履行保密义务。 微信编辑 | 雨林 推荐阅读 国务院第四次全国农业普查领导小组办公室主任盛来运表示,此次农业普查将全面摸清新时代我 国"三农"家底,客观反映农业发展新情况、乡 ...
兴业期货日度策略-20250606
Xing Ye Qi Huo· 2025-06-06 11:45
兴业期货日度策略:2025.06.06 重点策略推荐及操作建议: 商品期货方面:白银相对坚挺,氧化铝、尿素承压。 联系电话:021-80220262 操作上: 品种基本面分析及行情研判: | 品种 | 观点及操作建议 | 方向研判 | 分析师 | 联系人 | | --- | --- | --- | --- | --- | | 股指 | 中美谈话再传积极信号,风险偏好继续回升 本周以来 A 股市场持续走强,资金量能小幅提升,虽然海外宏 | | 投资咨询部 | | | | 周四 A 股市场涨势延续,创业板继续领涨,沪深两市成交额提 | | | | | | 升至 1.32(前值 1.18)万亿元。从行业来看,TMT、金融板块领 | | | | | | 涨,农林牧渔、商贸零售行业领跌。股指期货随现货走强,IC、IM | | | | | | 近月合约基差逐步修复,但远月合约仍处于深度贴水状态。 | | 张舒绮 | 联系人:房紫薇 | | | | | 从业资格: | 021-80220135 | | | | 震荡 | | | | | 观扰动频发,但国内市场依旧表现出稳定的经济和政策预期。昨晚 | | F3037345 | ...
菲律宾4月失业率继续攀升
Zhong Guo Xin Wen Wang· 2025-06-06 11:02
Core Insights - The unemployment rate in the Philippines rose to 4.1% in April, marking the second consecutive month of increase, with the number of unemployed reaching 2.06 million [1] - The unemployment rates for February and March were 3.8% and 3.9%, respectively, indicating a month-over-month increase and a year-over-year rise of 0.1 percentage points [1] - The number of unemployed increased by 130,000 from March to April [1] Employment Sector Analysis - The services sector remains the largest employer in the Philippines, with 30.12 million jobs, accounting for 61.9% of total employment [1] - Agriculture and industry represent 20.6% and 17.5% of total employment, respectively [1] - From January to April, employment in agriculture, accommodation and food services, and transportation and warehousing saw a significant decline, while administrative and support services, construction, and fisheries experienced job growth [1] Employment Quality and Youth Participation - The underemployment rate in April rose to 14.6%, up from 13.4% in March, indicating that 7.09 million workers are seeking more hours or better job opportunities [1] - The labor force participation rate for the 15 to 24 age group increased from 29.4% to 31.8%, suggesting more youth are entering the labor market [1] - However, the unemployment rate for this age group also increased from 11.0% to 11.5%, reflecting heightened employment pressure among young individuals [1]
我国将开展第四次全国农业普查,“大食物生产情况”纳入普查内容
Xin Jing Bao· 2025-06-06 10:50
将全面摸清新时代我国"三农"家底 根据《中华人民共和国统计法》和《全国农业普查条例》规定,农业普查每10年进行一次,尾数 逢"6"的年份为普查年度。 2016年,我国开展了第三次全国农业普查。根据普查公报,2016年,全国共有204万个农业经营单位。 2016年末,我国耕地面积134921千公顷,99.3%的村通公路,99.7%的村通电,25.1%的村有电子商务配 送站点。 国家统计局副局长盛来运表示,自2016年第三次全国农业普查以来,我国农业农村发展取得历史性成 就、发生历史性变革。此次农业普查将全面摸清新时代我国"三农"家底,客观反映农业、乡村、农民生 活等新情况、新面貌,对于科学制定"三农"政策、推进乡村全面振兴等具有重要意义。 通知在附件部分公布了此次普查领导小组组成人员名单,国务院副总理刘国中任组长,副组长由国务院 副秘书长林涛、国家统计局局长康义、国家发展改革委副主任刘苏社、财政部副部长宋其超、农业农村 部副部长江文胜担任。成员包括中宣部、中央网信办、中央财办、公安部、民政部、司法部等十余个部 门的主要领导。 国务院日前印发通知,决定于2026年开展第四次全国农业普查。此次普查将对农业生产条件、 ...
【环球财经】期待中美贸易谈判进展 东京股市反弹
Xin Hua Cai Jing· 2025-06-06 08:06
Group 1 - The core viewpoint of the news is that the Tokyo stock market rebounded due to expectations of progress in trade negotiations between China and the United States following a phone call between the two leaders on June 5 [1] - The Nikkei 225 index rose by 187.12 points, closing at 37,741.61 points, with a gain of 0.50%, while the Tokyo Stock Exchange Price Index increased by 12.86 points, closing at 2,769.33 points, with a gain of 0.47% [1] - The market sentiment was supported by the confirmation of a second round of ministerial talks on tariffs and an agreement on mutual visits between the leaders of China and the U.S. [1] Group 2 - On June 6, all sectors in the Tokyo Stock Exchange, except for three (Aquaculture and Agriculture, Glass and Ceramics Products, and Fiber Products), experienced gains, with steel, construction, and machinery sectors leading the increases [2] - The weakening of the yen against the dollar during the trading hours also provided support to the stock market [1] - Despite the overall positive movement, the Tokyo stock market showed limited enthusiasm for aggressive buying due to weak U.S. employment data released on June 5, which led to declines in major U.S. stock indices [1]
“四农普”来了,将对农业新质生产力等进行调查
Di Yi Cai Jing· 2025-06-06 03:18
这次普查在摸清"三农"家底的基础上,对多元化食物供给、农业新质生产力、宜居宜业和美乡村建设等 新情况进行调查,将全面反映农业农村现代化进程。 国务院日前印发《关于开展第四次全国农业普查的通知》,2026年我国将开展第四次全国农业普查。 国务院第四次全国农业普查领导小组办公室主任盛来运表示,此次农业普查将全面摸清新时代我国"三 农"家底,客观反映农业发展新情况、乡村建设新面貌、农民生活新变化、农村改革新成效,对于科学 制定"三农"政策、推进乡村全面振兴、加快农业农村现代化、建设农业强国具有重要意义。 根据《中华人民共和国统计法》和《全国农业普查条例》,农业普查每10年进行一次,尾数逢6的年份 为普查年度。 这次普查的对象是在中华人民共和国境内的下列个人和单位:农村住户,包括农村农业生产经营户和其 他住户;城镇农业生产经营户;农业生产经营单位;村民委员会;乡镇人民政府。普查的行业范围包 括:农作物种植业、林业、畜牧业、渔业和农林牧渔服务业。 与前三次全国农业普查相比,第四次全国农业普查有不少变化和创新。盛来运介绍,这次普查在摸 清"三农"家底的基础上,对多元化食物供给、农业新质生产力、宜居宜业和美乡村建设等新情况 ...