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新锦动力:12月9日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-09 11:20
(记者 贾运可) 每经AI快讯,新锦动力(SZ 300157,收盘价:4.72元)12月9日晚间发布公告称,公司第六届第十五次 董事会会议于2025年12月9日在北京市海淀区丰秀中路3号院4号楼5层会议室以现场和通讯相结合的方式 召开。会议审议了《关于制定、修订公司治理制度的议案》等文件。 每经头条(nbdtoutiao)——处方药变"瘾品":国内首次报告普瑞巴林滥用致成瘾病例,网络平台暴 露"无病历可购药"漏洞,列管与否尚需科学考量 2025年1至6月份,新锦动力的营业收入构成为:高端装备制造占比83.6%,能源及能源服务占比 16.4%。 截至发稿,新锦动力市值为36亿元。 ...
肇庆大产区2年引进超300个项目 今年第四季度总投资253.72亿元的50个重点项目签约
Group 1 - The core event was the signing, commencement, and completion of key projects in the Zhaoqing Large Industrial Cluster, showcasing a total investment of 253.72 billion yuan for 50 signed projects, 258.96 billion yuan for 90 projects commenced, and 213.08 billion yuan for 72 projects completed and put into production [1] - Since its establishment in April 2022, the Zhaoqing Large Industrial Cluster has attracted over 300 projects with a planned total investment exceeding 900 billion yuan, including 166 projects commenced and 76 completed [1] - In 2023 alone, the Zhaoqing Large Industrial Cluster introduced over 100 new projects with a planned investment exceeding 300 billion yuan, including six national-level specialized and innovative "little giant" enterprises and six projects over 1 billion yuan [1] Group 2 - The Zhaoqing Large Industrial Cluster benefits from a complete industrial chain, with leading companies like XPeng Motors and CATL significantly promoting the development of the industrial chain [2] - Multiple policies and plans were released to inject new momentum into the park, including "park loans" for phased credit support, "zero rent" for startups, and an upgraded "familiar land"招商模式 [2] - The park has implemented a "dual commitment" reform for cross-regional investment projects, allowing 103 projects to directly commence construction through a commitment system [2] Group 3 - The park is transitioning from a single production base to a modern industrial community integrating production, research and development, and living [3] - A public service center with a total investment of 4.35 billion yuan and covering 825 acres has been put into use, providing a comprehensive environment for production, innovation, and services [3]
深交所副总经理李辉:不断提高制度包容性、适应性 奋力打造一批世界一流创新龙头企业
Sou Hu Cai Jing· 2025-12-09 00:14
12月7日,在2025上证(巢湖)上市公司高质量发展大会上,深交所副总经理李辉表示,深交所将持续优化发行上市、并 购重组、再融资等制度机制,不断提高制度包容性、适应性,着力完善市场功能,大力培育符合新质生产力发展方向的上 市公司群体,奋力打造一批世界一流创新龙头企业。 O记者 祁夏夏 上交所着力发挥科创板"试验田"功能意 优势,打造了五级动能体系,为上市公司高质量发 限保整学前, 下一步, 上交所将兼用新加生产力发 展方向,高级国建设科创板,更好服务高术平台 自立目强,更好服务高质量发展和中国国际机构 全局、" 12月7日,上空所副总经理或多数在2 上证(期因)上市公司高质量发展大会上表示 上市公司品则持创新的地区 E和产业绩和 升级的市力量,最高太市场服务高质量分展的形 要教观基础。列多熬介绍,"十四五" 期间,上充 所坚守科创板"硬科技" 定位,推动上市公司加 量時被式提升,五年泉,上交所引导资金加快向 和创新城汇聚 利创新新媒上市公园381家 首发 重要总裁达8400亿元,已度为"感到我"全面 市首选地;单先推出科技创新债券,累计发行业 1.7万亿元。 上交所也积极助力安徽省"三地一区"战略 加快赢拍_ ...
2025年12月中央政治局会议要点解读
ZHONGTAI SECURITIES· 2025-12-08 13:00
Group 1 - The meeting of the Central Political Bureau on December 8, 2025, emphasized a stable policy tone while addressing "international economic and trade struggles," indicating a proactive approach to external pressures and uncertainties [3][10]. - The meeting highlighted that the current economic situation is "overall stable, with progress," and that significant progress has been made in risk mitigation in key areas, suggesting a balanced approach to economic management [3][10]. - The report indicates that fiscal policy will become more proactive, with potential increases in deficit ratios and the scale of special bonds to support domestic demand, technological innovation, and major livelihood areas [6][11]. Group 2 - The focus on "new quality productivity" and the construction of a unified national market is expected to drive industrial upgrades and optimize competitive structures, with priority given to high-end manufacturing and AI sectors [6][14]. - The meeting reiterated the importance of expanding domestic demand while optimizing supply, emphasizing the resilience of consumption and the need for improved efficiency in production systems [6][14]. - The report suggests that addressing issues such as overdue payments to enterprises and wages for migrant workers will be crucial for stabilizing employment and ensuring social welfare, reflecting a commitment to safeguarding livelihoods [6][14]. Group 3 - The investment recommendations highlight three main themes: the strong direction of new quality productivity, the potential for industry leaders to benefit from improved competitive dynamics, and the emphasis on service consumption over physical goods [6][12]. - The report suggests that the focus on expanding domestic demand will continue to be a priority, with policies aimed at enhancing service-oriented and livelihood-related consumption rather than merely stimulating durable goods [6][12]. - The emphasis on risk management and the stability of the economic bottom line indicates a cautious yet proactive approach to maintaining market confidence and reducing uncertainties in the macroeconomic environment [6][12].
2025年GDP15强城市预测:重庆约3.4万亿,成都增速近7%,宁波略超天津!
Sou Hu Cai Jing· 2025-12-08 12:44
2025 年中国城市 GDP15 强榜单落定,这张榜单的背后,是区域战略纵深与城市发展动能的同频共振 —— 从长三角的协同进阶到成渝双城的双核联动,政 策红利正沿着交通干线、产业集群向核心城市汇聚。而这份榜单里藏着不少 "意料之外":重庆 GDP 距 3.4 万亿仅一步之遥,坐稳第四把交椅;成都以近 7% 的增速领跑头部城市;向来低调的宁波,竟悄悄超过天津跻身 11 位。这些变化的内核,藏着每个城市独有的 "增长密码"。 | 排名 城市 | 2025年GDP(亿元) | 2024年GDP(亿元) 增量(亿元) | | 名义增速 | | --- | --- | --- | --- | --- | | 1 上海 | 56,880.12 | 53,926.71 | 2,953.41 | 5.48% | | 2北京 | 52,630.15 | 49,843.10 | 2,787.05 | 5.59% | | 3深圳 | 38,910.44 | 36,801.87 | 2,108.57 | 5.73% | | 4重庆 | 33,750.63 | 32,193.15 | 1,557.48 | 4.84% | | 5 广州 ...
神剑股份:公司目前主营化工新材料和高端装备制造两大业务板块
Zheng Quan Ri Bao Wang· 2025-12-08 12:14
Group 1 - The company currently operates in two main business segments: chemical new materials and high-end equipment manufacturing [1] - In the chemical new materials segment, the company's polyester resin products serve the powder coating industry and are widely used in various fields such as home appliances, building materials, automotive, agricultural machinery, 5G base stations, and outdoor sports equipment, featuring environmental protection, corrosion resistance, and aging resistance [1] - The high-end equipment manufacturing business primarily serves the aerospace, aviation, and rail transit sectors, with key products including aerospace components, drone bodies, satellite antennas, missile bodies, high-speed train heads, control rooms, and subway escape ladders, along with related carbon fiber composite structural parts and tooling [1]
【协办单位---广发期货有限公司 】2025中国新能源·新材料产业大会
在能源转型与全球碳中和目标持续推进的背景下,硅、锂、铂钯等材料作 为新能源发电、新能源汽车、新一代信息技术、高端装备制造等战略性新兴产 业的基石,是我国把握新发展机遇、构建新发展格局、实现高质量发展的关键 所在。为深入贯彻落实国家"双碳"战略部署,进一步推动新质生产力在新能 源、新材料产业的深度融合与协同创新,助力构建绿色现代化产业体系,中国 有色金属工业协会定于 1 2月11日- 1 2日 在 广东省广州市 召开 2 0 2 5中国新能 源·新材料产业大会 。 (会议最新动态请及时关注硅业分会公众号) 联系方式 | 张 博 | (硅能源产业相关) | | --- | --- | | 手 机:15587104501 | | | 张晓燕(锂电新 | 能源相关 ) | | 手 机:13552960522 | | | 姬长征( 铂钯 | 产业相关) | | 手 机:15910241519 | | | 殷琪琪 (订房联系人 | ) | | 手 机: | 18611880026 | ...
【特邀协办---南沙期金产业园投资有限公司 】2025中国新能源·新材料产业大会
在能源转型与全球碳中和目标持续推进的背景下,硅、锂、铂钯等材料作 为新能源发电、新能源汽车、新一代信息技术、高端装备制造等战略性新兴产 业的基石,是我国把握新发展机遇、构建新发展格局、实现高质量发展的关键 所在。为深入贯彻落实国家"双碳"战略部署,进一步推动新质生产力在新能 源、新材料产业的深度融合与协同创新,助力构建绿色现代化产业体系,中国 有色金属工业协会定于 12月11日- 12日 在 广东省广州市 召开 2025中国新能 源·新材料产业大会 。 (会议最新动态请及时关注硅业分会公众号) 联系方式 张 博 (硅能源产业相关) 手 机:15587104501 张晓燕(锂电新 能源相关 ) 手 机:13552960522 姬长征( 铂钯 产业相关) 手 机:15910241519 殷琪琪 (订房联系人 ) 手 机: 18611880026 ...
光启技术:新签近7亿元订单合同 近35亿元订单将于明年交付
Xin Hua Cai Jing· 2025-12-08 07:11
Group 1 - The core viewpoint of the news is that Guangqi Technology has signed significant contracts totaling 696 million yuan for the production of metamaterials, which is expected to impact the company's performance in 2026 [2] - Guangqi Technology has disclosed six order announcements this year, with a total order amount reaching 3.485 billion yuan, marking a historical high, all of which must be delivered by next year [2] - The company's main business focuses on providing design and manufacturing for advanced equipment, achieving large-scale industrial applications in the field of cutting-edge equipment [2] Group 2 - Guangqi Technology has developed a new path of "function definition-reverse design" using its "supercomputing and AI" platform, allowing for the automatic generation of complex micro-structure designs to achieve desired physical properties [3] - The manufacturing process is integrated into three intelligent stages: "intelligent R&D," "intelligent manufacturing," and "smart operations," ensuring efficient and consistent delivery across multiple production bases [3] - This unique "AI + manufacturing" model has been validated in the high-end equipment sector, significantly enhancing the performance of new-generation aerospace equipment in China [4] Group 3 - Guangqi Technology is expanding its AI-driven technology and manufacturing capabilities into broader future industries such as intelligent connected vehicles, swarm drones, and humanoid robots [4]
宏观经济和债券市场一周观点:本周信用债发行只数、规模环比下降均超10%,平均发行成本上行8.18BP-20251208
Da Gong Guo Ji· 2025-12-08 07:02
Report Summary 1. Industry Investment Rating - Not mentioned in the provided content 2. Core View - In the week from 2025.11.24 - 2025.11.30, the issuance volume and scale of credit bonds decreased by over 10% week - on - week, and the average issuance cost increased by 8.18BP. The 11 - month composite PMI fell below the boom - bust line, with the non - manufacturing PMI being the main drag on the economy. The central bank's open - market operations led to a net withdrawal of 642 billion yuan, but the end - of - month liquidity was ample and capital prices were stable. There were new bond types issued, and 2 issuers had their main body ratings downgraded [1][4] 3. Summary by Directory 3.1 Macroeconomic Dynamics - **Economic Data**: The November composite PMI output index dropped 0.3 percentage points to 49.7%, the lowest of the year. The manufacturing PMI rose 0.2 percentage points to 49.2%, showing a "weak stabilization" pattern. The non - manufacturing PMI declined 0.6 percentage points to 49.5%, mainly due to the fading of the "National Day" holiday effect and the drag of the real - estate chain [6] - **Funding Situation**: From November 24th to 28th, the central bank conducted 7 - day reverse repurchase operations of 15,118 billion yuan, with 16,760 billion yuan of large - scale reverse repurchases maturing. The MLF was net - injected with 1,000 billion yuan, and the central bank's open - market operations had a net withdrawal of 642 billion yuan. The end - of - month funding was looser, and the DR001 and DR007 averaged 1.31% and 1.46%, respectively, down 11.69BP and 3.5BP from the previous week [7][8] 3.2 Bond Market Observation - **Bond Issuance**: A total of 1,084 bonds were issued in the primary market this week, with a total issuance scale of 18,812.79 billion yuan and a net financing of 4,990.95 billion yuan. The number and scale of credit bond issuances decreased by 13.47% and 11.93% week - on - week respectively, but the net financing remained positive at 2,643.19 billion yuan. The average issuance cost of most bond types increased by 8.18BP [9][10] - **New Bond Types**: On November 28th, Zhejiang Erqing successfully issued the country's first special science - innovation bond to support intelligent ships, with a total issuance scale of 10 billion yuan and a current issuance of 3 billion yuan at a coupon rate of 2.00%. Recently, the science - innovation bond market has been actively innovating, with multiple first - of - its - kind bonds issued [12] 3.3 Risk Warning - **Main Body Rating Downgrade**: This week, the main body ratings of 2 issuers, Vanke Enterprise Co., Ltd. and Vanke Real Estate (Hong Kong) Co., Ltd., were downgraded by S&P [14] - **Main Body Outlook Downgrade**: No issuer's rating outlook was downgraded this week [15]