2025年4月24日，中京电子(002579.SZ)发布2024年年度报告。截至2025年4月23日，共有26个机构投资 者披露持有中京电子A股股份，合计持股量达1.94亿股，占中京电子总股本的31.69%。其中，前十大机 构投资者包括惠州市京港投资发展有限公司、香港中扬电子科技有限公司、深圳市润远私募证券基金管 理有限责任公司-润远鑫价值私募证券投资基金、香港中央结算有限公司、MORGAN STANLEY & CO. INTERNATIONAL PLC.、中证2000、南方中证2000ETF、华泰柏瑞中证2000指数增强A、西部利得量化 优选一年持有期混合A、泓德智选启元混合A，前十大机构投资者合计持股比例达31.67%。相较于上一 季度，前十大机构持股比例合计下跌了6.35个百分点。 公募基金方面，本期较上一季度新披露的公募基金共计21个，主要包括中证2000、南方中证2000ETF、 华泰柏瑞中证2000指数增强A、西部利得量化优选一年持有期混合A、泓德智选启元混合A等。 外资态度来看，本期较上一季度持股减少的外资基金共计2个，包括香港中扬电子科技有限公司、香港 中央结算有限公司，持股减少占比达5.93 ...

根据市场公开信息及4月23日披露的机构调研信息，知名私募趣时资产近期对1家上市公司进行了调研， 相关名单如下： 1）领益智造 （趣时资产参与公司现场参观(领益智造福田总部交流)） 上海趣时资产管理有限公司成立于2015年9月，实缴注册资本为1000万元。2016年4月完成中国证券投资 基金业协会备案，获得私募证券投资基金管理人资质，基金管理人登记证书编号为：P1031253。公司 经营范围为资产管理，专注于证券投资基金。公司90%以上的员工拥有国内外知名院校硕士以上学历。 核心团队均源于上投摩根基金，平均拥有十年左右资产管理行业从业经验。拥有新财富分析师背景，历 经券商研究所卖方研究、公募基金买方研究到投资管理实战的完整路径。公司创始人章秀奇为公募基金 专户领域的知名基金经理，多次获得公募专户最高奖项"基金金鼎奖"。公司成立以来，发展稳健，投研 能力不断提升，资产管理能力为业界所认可，产品业绩在同行业靠前。公司获2017年度好买财富股票策 略十大新锐私募基金，2017年度私募排排网股票策略收益率全国十强（同规模），中国基金报2018英华 奖中国私募成长奖、一年期股票策略最佳产品奖。公司秉承"专注、诚信、共赢" ...

南京市人社局近日公布2025年政府补贴性职业技能培训目录，包括35个高技能人才紧缺型职业（工 种）、91个就业创业培训项目、81个企业职工培训项目。根据技能等级和培训时长等要求，培训合格者 最高可获8000元培训补贴。 瞄准"最缺工" 南京此次推出的高技能人才紧缺型职业目录从企业、基层人社部门"自下而上"征集而来，集中在就 业市场"最缺工"职业、新职业等，包括人工智能训练师、互联网营销师等35个职业，目录内职业优先服 务南京人工智能（软件）、新一代信息通信、智能制造装备产业发展需求和现代服务业、养老托育等民 生需求，数字类和制造业职业占到目录总量的80%，其中数字技能类职业占40%。 与去年相比，今年目录新增12个工种，如无人机驾驶员、信息通信网络运行管理员、机械设备安装 工、电气设备安装工、模具工、电子设备装接工、电子商务师、互联网营销师、连锁经营管理师、养老 护理员、健康管理师、婴幼儿发展引导员等。一些相对饱和、人才需求降低的工种，比如装配式建筑施 工员、无损检测员、电梯安装维修工等，此次则予以删除。 对纳入紧缺型高技能人才培训补贴职业的，南京市补贴标准根据省定基准上浮30%。 新职业受青睐 91个就业创 ...

中京电子（002579）公告，2024年营业收入29.32亿元，同比增长11.75%。归属于上市公司股东的净亏 损8743.37万元，去年同期净亏损1.37亿元。基本每股收益-0.14元/股。公司计划不派发现金红利，不送 红股，不以公积金转增股本。 ...

Core Viewpoint - The recent comments from U.S. President Trump indicate a potential reduction in tariffs on imports from China, suggesting a shift in his administration's trade policy [1] Group 1: Stock Performance - Gawei Electronics (01415.HK) increased by 6.99% - BYD Electronics (00285.HK) rose by 6.22% - AAC Technologies (02018.HK) saw a gain of 5.85% - Cowell e Holdings (01478.HK) experienced a rise of 4.50% [1]

Core Viewpoint - The article discusses the rapid shift in the U.S. stance on tariffs against China, moving from extreme pressure to seeking negotiations, raising questions about the underlying motives and the future of the trade war [1][10]. Tariff Motivations - The U.S. has imposed tariffs as a means to reduce a trade deficit projected to reach $1.2 trillion by 2024, viewing it as a loss to the U.S. economy [3]. - The potential revenue from "reciprocal tariffs" could amount to approximately $500 billion, which would help alleviate the federal government's debt burden [3]. - Long-term strategic goals include promoting the return of manufacturing to the U.S. and weakening competitors, although the effectiveness of these goals remains uncertain [4]. Trade Relations and Economic Impact - In 2024, China is expected to export around $480 billion to the U.S. while importing about $140 billion, resulting in a trade surplus of approximately $330 billion for China [6]. - The imposition of tariffs has led to a "decoupling" of trade, significantly affecting both countries' economies, with the U.S. facing supply shortages and rising prices [7][8]. Consequences of Decoupling - The "decoupling" model has resulted in a significant reduction in U.S. imports from China, particularly in high-tech and resource products, leading to increased reliance on other countries like Canada for energy [7]. - The anticipated loss of tax revenue from tariffs due to reduced trade could constrain U.S. government finances, impacting its ability to support farmers and manage debt [8]. - The U.S. market is likely to experience supply shocks and inflation, with consumer goods prices expected to rise due to disrupted supply chains [8]. Negotiation Dynamics - The article suggests that the U.S. is eager to enter negotiations with China to address trade imbalances, particularly in energy and agricultural products [12][13]. - The negotiation process is expected to be complex and fraught with challenges, as past behaviors of the U.S. government indicate a tendency to revert to tariff increases during discussions [15]. - The U.S. aims to maximize its interests during negotiations, which may include unreasonable demands, while China is prepared to respond firmly and maintain its principles [18][19]. Economic Outlook - The article predicts that the U.S. economy may face stagnation and inflation due to the impacts of tariffs and the decoupling model, with potential recession risks in the latter half of the year [9][16]. - In contrast, China is expected to maintain stable growth despite facing some overcapacity and deflationary pressures, leveraging its strong manufacturing base and domestic market potential [16][17].

Economic Strength - Guangzhou has a robust economic foundation, particularly in the automotive industry, with an annual output value reaching thousands of billions, significantly contributing to economic growth [6] - The electronic information sector is also thriving, with numerous well-known companies producing a wide range of electronic products, generating annual output values in the hundreds of billions [6] - The city boasts over 3 million market entities, with more than 90% being private enterprises, fostering a vibrant entrepreneurial environment [8] Transportation Hub - Guangzhou serves as a crucial transportation hub, with Baiyun International Airport being one of China's three major aviation hubs, handling 67.049 million passengers in 2023, the highest in the country [11] - Guangzhou South Railway Station is a major transfer center, consistently ranking first in passenger flow nationwide, facilitating quick travel across the country [13] - The port of Guangzhou is renowned globally, with cargo and container throughput ranking among the highest in the world, enhancing trade connections [13] Commercial Trade - Guangzhou is known as a "thousand-year commercial capital," with bustling markets like the Thirteen Hongs and the White Horse Clothing Market, generating transaction volumes in the billions [17] - The China Import and Export Fair (Canton Fair) attracts hundreds of thousands of overseas buyers annually, with transaction volumes reaching hundreds of billions of dollars, boosting Guangzhou's international trade profile [19] Cultural and Educational Resources - The city has a rich cultural heritage, exemplified by landmarks like the Chen Clan Ancestral Hall and the Canton Tower, which attract numerous tourists [24] - Guangzhou is home to prestigious universities such as Sun Yat-sen University and South China University of Technology, producing a large number of talented individuals across various fields [26] - The educational system emphasizes cultural heritage and innovation, with local schools incorporating Lingnan cultural courses and universities collaborating with businesses for practical applications of research [29]

歌尔股份Q1营收同比、环比均下滑，但净利润同比、环比均实现增长。另外，公司加大押注光学赛道，新增对上海康耐特光学科技集团的投资， 长期股权投资增长近两倍。 21日，歌尔股份发布了2025年第一季度报告： | | 本报告期 | 上年同期 | 本报告期比上 | | --- | --- | --- | --- | | | | | 年同期增減 | | 营业收入(元) | 16,304,933,891.22 | 19.311.868.351.19 | -15.57% | | 归属于上市公司股东的净利润(元) | 468.853.936.56 | 379,545,536.73 | 23.53% | | 归属于上市公司股东的扣除非经常性损益 的净利润(元) | 292,260,603.66 | 275,495,406.41 | 6.09% | | 经营活动产生的现金流量净额(元) | 1,536,480,480.75 | 1.534.517.201.91 | 0.13% | | 基本每股收益(元/股) | 0.14 | 0.11 | 27.27% | | 稀释每股收益(元/股) | 0.13 | 0.11 | 18.18% ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0405 | 0.0181 | -323.76 | 0.2497 | | 每股净资产（元） | 2.57 | 2.62 | -1.91 | 2.6 | | 每股公积金(元) | 1.57 | 1.57 | 0 | 1.57 | | 每股未分配利润(元) | -0.13 | -0.09 | -44.44 | -0.11 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 5.95 | 5.94 | 0.17 | 6.38 | | 净利润(亿元) | -0.23 | 0.1 | -330 | 1.44 | | 净资产收益率(%) | -1.56 | 0.69 | -326.09 | 10.09 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 7339.05万股，累计占流通股比： 18.52%， ...

深圳宝安机场的贵宾厅里，某智能制造企业HRD张涛滑动着手机屏幕，人才雷达系统在168个招聘渠道捕获的20名"数字工匠"中，已有5人参与北美客户项 目。这个AI猎头的选才匹配度超越传统方式40%，正在重新定义人才争夺战的游戏规则。当薪酬核算周期从72小时缩短至3小时，当离职分析从月度报告升 级为实时预警，这场制造业的人力资源革命已然将用工管理转化为战略引擎。正如行业观察家所言："真正的变革者从不追逐风口，他们本就是风暴的缔造 者。" 数据中台正在重塑人才战略，某家电巨头通过对接智能仓储数据，提前半年储备小语种质检团队以应对海外订单激增。当设备联网数据激活VR维修培训系 统，新员工技能养成速度提升三倍。AI助手重构着HR工作流，薪酬专员小李的考勤核对时间从每月60小时压缩至5分钟，智能机器人还能精准捕捉销售部的 异常报销单。咨询量最大的50个常见问题，聊天机器人以91%的解决率为HRBP释放出人才发展策划时间。在数字孪生技术的加持下，某上市企业的组织健 康度仪表盘持续监测研发投入强度，当指标连续三月低于行业均值时，系统自动触发人才盘点预警，动态人才池中随时可调取三位总监级继任人选。 在苏州工业园区某上市制造企业的 ...