据悉，为更好地促进蒙粤两地科技交流与成果转化，今年6月，内蒙古启动"蒙粤先锋"杯科技成果 转化大赛，共吸引来自香港科技大学、内蒙古工业大学、内蒙古科技大学等70余所高校、科研院所和高 新技术企业积极参与，累计征集95个项目。经过专家严格评审，最终与自治区十大产业集群高度契合的 13个涵盖新能源、新材料、低空经济等重点领域的项目脱颖而出，晋级决赛。 9月1日，由自治区人民政府驻深圳办事处与内蒙古科学技术研究院联合主办的首届"蒙粤先锋"杯科 技成果转化大赛暨2025年度"蒙科聚"专题发布会在呼和浩特市举办。 本次活动是第十三届内蒙古"英才兴蒙"高层次人才合作交流会暨人才创新创业周系列活动之一， 以"广纳英才、聚智兴蒙、蒙粤协同、科创共荣"为主题。活动现场，13个入围决赛的科技成果转化项目 团队以"8分钟路演+3分钟答辩"的形式展开激烈角逐，经过专家评审团综合评议与现场打分，最终新型 纳米碳基复合材料产业化应用项目获得一等奖。随后，评委会专家围绕"人才与科技创新"主题，结合大 湾区与内蒙古的发展实践作了主旨报告；自治区党委组织部有关同志为大湾区人才工作站授牌；自治区 科学技术厅相关负责人系统推介了内蒙古科技创新相关 ...

"我们的老油田又有希望啦……"近日，土库曼斯坦国家石油公司给中国石化胜利石油工程公司土库曼项 目部发来感谢信，对项目部在该国西部老油田稳产增产中作出的突出贡献，表达了高度赞扬与诚挚感 谢。在胜利石油工程公司土库曼项目部的努力下，土库曼斯坦西部油田的哲别、巴尔萨等区块原油产量 在2024年实现了"三级跳"，从日产油200吨逐步提升至400吨，最终突破1000吨大关，全年累计增产原油 超24万吨。这份亮眼的成绩单让甲方十分满意。 中国是乌兹别克斯坦的重要贸易伙伴，据了解，中石油与乌方合作建设并运营有中国—中亚天然气管道 A/B/C三线，总长1688公里；中石油国际公司与乌兹别克斯坦油气公司在当地合作开发有卡拉库里天然 气田。以上项目双方均各占股50%。不仅如此，截至去年底，中哈石油管道累计对华输油超1.7亿吨。 这两条"能源大动脉"不仅为中国经济发展提供了强劲动力，还推动整个地区的基础设施建设和收入增 长，实现多方共赢。 8月17日，第十五届新疆喀什·中亚南亚商品交易会上，吉尔吉斯斯坦天佑矿业、新疆华晨能源有限公司 签署总额逾2亿元人民币的跨国煤炭贸易项目。以上各种经贸往来实现了中国——中亚国家双方互赢。 开启多 ...

Group 1 - The core issue in Europe is economic stagnation, with Germany, France, and the UK facing significant challenges due to rising energy prices, persistent inflation, and disrupted supply chains [2] - In contrast, Xinjiang's green electricity industry is experiencing rapid growth, with installed capacity exceeding 100 million kilowatts, accounting for over half of the total power generation capacity [2][3] - Xinjiang has established three large-scale renewable energy bases, significantly contributing to clean energy production [2] Group 2 - The transformation of desert areas into green spaces through solar power projects is notable, with extensive photovoltaic installations improving local ecology [3] - Xinjiang's green electricity is not only thriving locally but also being transmitted to 22 provinces, with over 860 billion kilowatt-hours exported last year, nearly 30% of which came from renewable sources [3][4] - The development of the green electricity sector in Xinjiang is fostering a complete industrial chain, from raw material production to solar panel manufacturing, creating numerous job opportunities and economic benefits [4] Group 3 - The green electricity industry in Xinjiang is attracting investment and industrial migration, particularly in energy-intensive sectors like electrolytic aluminum and silicon-based new materials, due to favorable electricity prices [4] - The potential for green hydrogen production utilizing abundant green electricity resources is being explored, indicating vast future development opportunities for Xinjiang's green electricity sector [5] - Xinjiang's green electricity development is positioned as a key driver for China's economic growth in the next 30 years, especially in the context of global energy transitions [5]

Core Insights - The "Meng-Yue Pioneer" Cup Technology Achievement Transformation Competition was held in Hohhot, focusing on talent cooperation and innovation between Inner Mongolia and Guangdong [1][2] - The competition attracted over 150 participants from universities, research institutes, and enterprises, showcasing 13 projects aligned with Inner Mongolia's key industrial clusters [2][3] Group 1: Competition Overview - The competition was launched in June to enhance technology exchange and achievement transformation between Inner Mongolia and Guangdong, receiving participation from over 70 universities and high-tech enterprises, with a total of 95 projects submitted [2] - The selected projects cover key areas such as new energy, new materials, biomanufacturing, digital economy, and low-altitude economy, aligning with Inner Mongolia's strategic development goals [2][3] Group 2: Strategic Goals and Support - The event aims to promote the "Technology Prosperity in Inner Mongolia" strategy, enhancing regional innovation capabilities and industrial competitiveness through deep integration of innovation and industry chains [3] - The competition provides follow-up services such as investment matching, incubation, and entrepreneurial guidance, supported by the Guangdong University Technology Achievement Transformation Center [3][4] Group 3: Policy and Collaboration Initiatives - The event marked the launch of a talent cooperation mechanism between Inner Mongolia and Guangdong, with detailed policy support for project implementation, including talent introduction incentives and research funding [4] - The competition is co-hosted by the Inner Mongolia government and the Inner Mongolia Academy of Sciences, aiming to create a platform for connecting key industries in Inner Mongolia with innovative resources from Guangdong [4]

Core Viewpoint - The strategic investment of $1.5 billion by Abu Dhabi Investment Authority (ADIA) in Prologis signifies a strong commitment to China's new economy sectors, highlighting a new model for global capital to engage deeply with China's real economy [1][2]. Group 1: Investment Details - ADIA's initial $500 million investment is allocated to logistics supply chains, digital infrastructure, and new energy projects, indicating a focus on high-growth sectors [1]. - Prologis has established itself as a dual-identity entity, functioning as both an infrastructure operator and a capital hub, managing nearly $80 billion in global assets [1][3]. Group 2: Partnership Evolution - The collaboration between ADIA and Prologis has evolved from financial investment to a strategic partnership, reflecting a deeper commitment to the latter's business model and growth potential [2][4]. - Prologis has a history of successful collaborations with ADIA, having previously engaged in multiple fund investments across various markets [2]. Group 3: Business Model and Ecosystem - Prologis operates as an alternative asset investment and management institution, focusing on new economy sectors while providing operational services linked to infrastructure assets [3][5]. - The company has developed a closed-loop value creation system that integrates industry and capital, which is highly valued by long-term capital investors like ADIA [4]. Group 4: Market Potential and Economic Indicators - The logistics and warehousing industry in China has shown resilience, with a social logistics total exceeding 200 trillion yuan and a year-on-year growth of 5.2% [7]. - The demand for digital economy infrastructure, particularly in AI and renewable energy, is rapidly increasing, driven by national strategies and market needs [7][8]. Group 5: Future Prospects - Prologis is reportedly planning a potential IPO in Hong Kong, which could provide global capital with easier access to investment opportunities in China [8]. - The recent strategic investment from Zhejiang state capital into Prologis's computing center business underscores the synergy between international and local capital in promoting AI and industrial integration [8].

Group 1 - As of August 31, 2025, a total of 5,432 listed companies in China disclosed their semi-annual reports, showing a continuous optimization of industrial structure and steady strengthening of internal driving forces [1] - In the first half of 2025, the total operating revenue of listed companies reached 35.01 trillion yuan, a year-on-year increase of 0.16%, while net profit was 3 trillion yuan, up 2.54%, with an acceleration of 4.76 percentage points compared to the previous year [1] - Nearly 60% of companies reported positive revenue growth, and over three-quarters achieved profitability, with 2,475 companies showing positive net profit growth and 1,943 companies experiencing both revenue and net profit growth [1] Group 2 - Leading industries are showing significant profitability advantages, with accelerated industry concentration driven by policies and funding, particularly in AI, chips, and optical modules [3] - The growth performance of small and medium-sized enterprises is notable, with the ChiNext, STAR Market, and Beijing Stock Exchange companies showing revenue growth rates of 9.03%, 4.90%, and 6.08% respectively, surpassing the overall market level [3] Group 3 - The Beijing Stock Exchange serves as a primary platform for innovative small and medium-sized enterprises, showing comprehensive recovery growth compared to the same period last year, particularly in high-end equipment manufacturing, new energy, and new materials [5] - The advanced manufacturing sector is leading in performance, with significant recovery in industrial manufacturing, sustained market consumption potential, and stable growth in overseas business [6] Group 4 - Key advanced manufacturing sectors such as military, new energy, and medical devices are showing strong performance, with net profit growth exceeding 30% in the new energy vehicle sector [6] - The cultural consumption sector is also experiencing growth, with gaming and film industries seeing revenue increases and net profit growth rates exceeding 70% [6] Group 5 - Despite facing tariff pressures from the U.S., listed companies demonstrated resilience, achieving overseas revenue of 4.90 trillion yuan, a year-on-year increase of 4.50%, with a continuous rise in overseas revenue share for three consecutive years [8] - The shipbuilding industry is leading globally, with export delivery value increasing by 38.6%, and listed companies in this sector reporting revenue growth of 23.42% and net profit growth of 135.33% [8] - Emerging markets are becoming core growth drivers, with domestic internet giants accelerating overseas warehouse layouts, leading to significant investment growth in cross-border e-commerce exceeding 15% [8]

Core Viewpoint - *ST and Ke (sz002816) reached the daily limit with a price of 17.29 yuan, a rise of 4.97%, and a total market value of 1.815 billion yuan, driven by significant revenue growth, business transformation, and reduced losses [1] Group 1: Revenue Growth and Business Transformation - The company is undergoing a critical business transformation, with a substantial revenue increase of 1541.63% year-on-year in the first half of 2025, with the wiring harness business becoming a new growth point [1] - Breakthroughs in semiconductor equipment and new energy businesses have been achieved, indicating progress in diversified layout and initial success in business transformation [1] Group 2: Financial Performance - In the mid-2025 financial report, the net profit attributable to shareholders showed a loss of 2.6167 million yuan, but this represents an 88.43% year-on-year reduction in loss magnitude [1] - The company has recovered 16 million yuan from debt restructuring, which lowers some bad debt risks and improves operational conditions, enhancing market confidence [1] Group 3: Market and Technical Analysis - Recent market trends show a certain heat in the semiconductor and new energy sectors, with related concept stocks performing actively, which may positively influence *ST and Ke due to its involvement in these sectors [1] - Technical indicators such as a MACD golden cross before the limit-up may attract more capital attention, indicating potential bullish sentiment [1] - There may have been inflows of main funds on the day, contributing to the stock's limit-up performance [1]

Group 1 - As of August 31, 2025, a total of 5,432 listed companies in A-shares disclosed their semi-annual reports, showing continuous optimization of industrial structure and steady strengthening of endogenous momentum [1] - In the first half of 2025, the total operating revenue of listed companies reached 35.01 trillion yuan, a year-on-year increase of 0.16%, while net profit was 3 trillion yuan, up 2.54% year-on-year, with an acceleration of 4.76 percentage points compared to the previous year's full-year growth [1] - Nearly 60% of companies reported revenue growth, over three-quarters achieved profitability, with 2,475 companies showing positive net profit growth and 1,943 companies experiencing both revenue and net profit growth [1] Group 2 - Leading industries are showing significant profitability advantages, with accelerated industry concentration driven by policies and funding, particularly in AI, chips, and optical modules, which are driving growth across the entire industrial chain [3] - The performance of small and medium-sized enterprises is notable, with revenue growth in the ChiNext, Sci-Tech Innovation Board, and Beijing Stock Exchange reaching 9.03%, 4.90%, and 6.08% respectively, significantly surpassing the overall market level [3] Group 3 - The advanced manufacturing sector is leading in performance, with industries such as military, new energy, and medical devices showing strong results [7] - The "old-for-new" subsidy policy has led to sustained high growth in the production and sales of new energy vehicles, with related companies seeing net profit growth exceeding 30% [7] - The home appliance replacement trend has resulted in industry revenue and net profit growth exceeding 9% [7] Group 4 - Despite facing tariff pressures from the U.S., listed companies demonstrated resilience, achieving overseas revenue of 4.90 trillion yuan, a year-on-year increase of 4.50%, with the proportion of overseas income rising for three consecutive years [9] - Shipbuilding has led globally, with export delivery value increasing by 38.6%, and listed companies in this sector reporting revenue growth of 23.42% and net profit growth of 135.33% [9] - Emerging markets have become a core growth driver, with domestic internet giants accelerating overseas warehouse layouts, leading to significant investment growth in cross-border e-commerce, exceeding 15% [9]

责编:徐小雪 电话:(010)67139791 传真:(010)67139791 E-mail:dfxcb@vip.sina.com 黄蓝交响"碳"寻未来 东营打造减污降碳协同增强 黄河之水天上来,奔流到海不复回。近年来,黄河入海口 城市 -- 山东省东营市以"国家减污降碳协同创新试点"工作 为抓手,从城市、园区、企业等多个层面探索减污降碳协同增 效创新模式,奋力谱写生态环境保护与绿色低碳高质量发展 深度融合、相互促进的新篇章。 奏响黄蓝交融乐章。 推进创新试点建设 "黄蓝之韵交响融合"既是东 营市的美好愿景,更是目标指 引。"黄"象征着传统产业绿色转 型的强劲动力,百万吨级 CCUS (碳捕获和封存)项目将工业碳排 放转化为油田驱油资源,金色油 田正谱写低碳转型的辉煌篇章: "蓝"是生态与能源的清新和声一 盐碱滩涂崛起光伏蓝海,湿地蓝 碳释放生态红利,让盐碱荒原变 身"碳汇银行"。 近年来,东营市在环境监管、 产业升级、生态固碳等方面持续 发力,构建智慧监管体系,织就天 地空一体化监测网络,建立联动 机制,激活企业减污降碳内生动 力,推动传统产业绿色升级,依托 独特的湿地生态系统,积极开展 蓝碳交易和碳汇项 ...

证券代码：301326 证券简称：捷邦科技 捷邦精密科技股份有限公司 投资者关系活动记录表 编号：2025-004 | | 特定对象调研 分析师会议 ☐ | | --- | --- | | 投资者关系 | ☐ 媒体采访 ☐ 业绩说明会 | | 活动类别 | | | | ☐ 新闻发布会 ☐ 路演活动 | | | ☐ 现场参观 其他 电话会议 | | | 中信证券；宏道投资；瀛赐基金；东巍基金；蓝剑投资；丹羿投资； 华美国际投资集团；玖时私募；坤溪私募；嘉信基金；华宝基金； | | 参与单位名称及 | 九泰基金；平安大华基金；泰康资产管理（香港）；东方基金；泓 | | 人员姓名 | 澄投资；复胜资产；凯丰投资；广银理财；信达澳亚基金；汇华理 | | | 财；银叶投资；中海基金；博普资产；中欧瑞博投资。（以上排名 | | | 不分先后） | | 时间 | 2025年09月01日 16:00-17:00 | | 地点 | 电话会议 | | 上市公司 接待人员姓名 | 董事会秘书、副总经理 李统龙 | | | 一、介绍公司基本情况 报告期内，公司围绕"成为客户信任的精密智造与新材料应用 | | | 综合解决方案提供 ...