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全国首个数据中心绿电直连源网荷储一体化项目在内蒙古投运
news flash· 2025-07-18 04:46
全国首个数据中心绿电直连源网荷储一体化项目在内蒙古投运 智通财经7月18日电,记者从自治区能源局获悉,近日,乌兰察布中金数据低碳算力基地源网荷储一体 化项目正式投运,标志着我区建成国内首个数据中心绿电直连源网荷储一体化项目。据悉,该项目符合 国家绿电直连总体发展思路,依托乌兰察布察哈尔高新技术开发区算力中心用电负荷,采用"源网荷 储"一体化模式,通过风光发电、智能输电、并网直供和储能调峰等系统协同运行,实现清洁能源与数 据中心的直接供能对接。新能源场站位于乌兰察布市察右前旗,总装机规模30万千瓦,其中风电20万千 瓦、光伏10万千瓦。 (内蒙古日报) ...
超3000只个股下跌
第一财经· 2025-07-18 04:28
Core Viewpoint - The A-share market shows mixed performance with slight increases in major indices, while individual stocks exhibit a broader decline, indicating a complex market sentiment [1][3]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.34% to 3528.9 points, the Shenzhen Component increased by 0.3% to 10905.91 points, and the ChiNext Index gained 0.26% to 2275.26 points [1]. - Over 3000 stocks in the market experienced declines, reflecting a challenging environment for investors [3]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.02 trillion yuan [3]. Sector Analysis - The rare earth permanent magnet sector saw significant gains, while coal mining, education, and liquor stocks also performed well [5]. - Conversely, sectors such as gaming, consumer electronics, photovoltaic, and CRO concepts faced declines [5]. Capital Flow - Main capital inflows were observed in sectors like non-ferrous metals, basic chemicals, and computers, while outflows were noted in electronics, pharmaceuticals, and light manufacturing [7]. - Specific stocks with notable net inflows included Northern Rare Earth (34.56 billion yuan), Wanhua Chemical (15.36 billion yuan), and China Oil Capital (14.10 billion yuan) [8]. - Stocks facing significant net outflows included BYD (5.66 billion yuan), Shenghong Technology (4.53 billion yuan), and Hongbo Shares (4.48 billion yuan) [9]. Institutional Insights - CICC's report highlights the maturation of AI Agent technology and its potential to create a complete commercial ecosystem by 2025, marking a pivotal year for the AI industry [11]. - CITIC Securities remains optimistic about the non-bank sector, citing macroeconomic stability and liquidity release as key factors for growth, alongside regulatory changes that could enhance revenue for brokerage firms [11].
帮主郑重:50万亿消费大爆发!服务消费飙至46%,三招布局消费升级红利
Sou Hu Cai Jing· 2025-07-18 04:24
内需引擎轰鸣,老百姓的钱包正为股市指明方向。 老铁们,帮主郑重又带着干货来了!今儿这消息够劲爆——商务部亲口宣布:今年社零总额要冲50万亿大关! 这可不是拍脑袋的数字,过去四年社零年均增速稳稳站在5.5%,消费对经济的贡献率更是年均60%左右。啥概念?咱们每花100块钱,就有60块在给GDP加 油! 但最让我眼前一亮的,是藏在数据里的"黄金密码":服务消费占比飙到46.1%,四年足足涨了3.5个百分点。餐饮旅游、健康养老、文化娱乐这些"看不见的 消费",正悄悄取代冰箱彩电,成为老百姓花钱的新主场! 01 消费新地图:服务消费成主战场 这场50万亿的消费盛宴,结构早已翻天覆地。以前大家抢茅台买空调,现在更愿意为体验买单——上半年服务零售额同比猛增7.5%,增速碾压商品零售。 重庆十八梯的老巷子里,年轻人排队体验非遗技艺;上海豫园的夏日市集,国潮茶饮配汉服写真成了流量密码。消费升级的战场,正从货架转向生活场景。 县域市场更藏着超级彩蛋!上半年乡村消费增速4.5%,比城镇快0.9个百分点。拼多多上"跟着演出去旅行"的县城青年,携程直播间抢高端民宿的四线家庭 ——下沉市场的消费升级,比一线城市更凶猛。 必选消费稳如老 ...
2025上半年中国锂电池出货量大增68% 动力与储能领域表现抢眼
Sou Hu Cai Jing· 2025-07-18 04:22
从产能方面来看,当前锂电池行业呈现出明显的分化趋势。头部企业能够实现70%以上的产能利用率, 而尾部企业的产能利用率则不足20%。这一分化趋势预计将在下半年持续存在。不过,考虑有效产能, 无论是电池企业还是材料企业,下半年各头部企业的产能利用率都将维持在高位(75%-95%),显示出 行业头部效应的加剧。 展望未来扩产趋势,磷酸铁锂材料及储能锂电池环节有望在2025年下半年至2026年国内开启新一轮扩 产。扩产主力将集中在头部企业,这些企业凭借技术、资金和市场优势,有望在扩产潮中占据先机。 在动力电池领域,磷酸铁锂电池表现出色。2025年上半年,中国磷酸铁锂动力电池出货量达到了 372GWh,占动力电池总出货量的78%,同比增长68%。这一增长主要得益于磷酸铁锂电池在快充和续 航里程方面的技术改进,以及海外车企对磷酸铁锂电池的青睐。大众、宝马等海外车企加速切换磷酸铁 锂电池,进一步推动了其出货量的增长。 储能电池市场同样火热。除了4月份稍有回落外,5月和6月国内储能市场持续升温。终端客户对储能电 池的需求迫切,国内储能电池企业排产维持高位,带动第二季度储能电池出货量环比增长94%。值得注 意的是,国内储能锂电 ...
河南首个中大型无人机整机生产制造项目落户航空港区;消息称闪迪放弃超500亿美元在美大型晶圆厂建设投资项目丨智能制造日报
创业邦· 2025-07-18 04:21
1.【河南首个中大型无人机整机生产制造项目落户航空港区】 7月16日,中豫航空集团所属河南航投 与航天时代飞鹏、郑州航空港区管委会在郑州签署战略合作协议,将通过"业务合作+产业投资"模式 将航天时代飞鹏中大型无人机生产线引入郑州航空港区。这是河南省引进的首个中大型无人机整机生 产制造项目,将对打造低空经济产业集群、加快低空经济布局起势起到有力支撑。据悉,该项目是中 豫航空集团牵头成立的河南首只低空产业基金的首批重点储备项目。此次引入的为航天时代飞鹏旗舰 产品FP-981CS中型无人机生产线。根据约定,协议三方将充分发挥各自优势,以"场景+投资"牵 引"生产+运营",尽快促成时代飞鹏中大型无人机生产线落户开工,在郑州航空港区打造集制造、运 营、维修和培训为一体的低空经济产业集群,共同推动河南省航空综合服务体系建设,提升河南省在 低空产业中的竞争力。(大河财立方) 2.【 消息称闪迪放弃超 500亿美元在美大型晶圆厂建设投资项目 】 7月17日消息,根据美联社与当 地媒体 Crain's Detroit Business 报道,美国密歇根州州长 Gretchen Whitmer 周三表示,在该州 境内建造一座半导 ...
临沂商城周价格总指数为102.49点,环比下跌0.04点(7月10日—7月16日)
Zhong Guo Fa Zhan Wang· 2025-07-18 04:20
本周,家用电器和音像器材类周价格指数收于103.17点,环比上涨0.01点,二级分类中厨房电器类小幅 上涨,个人生活电器类微幅上涨。暑假到来,居家聚餐活动增加,厨房电器市场需求加大,电压力锅、 面包机、电饼铛等产品市场交易量环比上涨,散户客流量增加,带动平均销售价格小幅上涨。 三、灯具类周价格指数环比上涨 本周,灯具类周价格指数收于104.31点,环比上涨0.01点,其中家居照明类延续上涨态势,灯具配件类 止跌回升。细分品类中,家用吸顶灯需求持续升温,带动相关光源配件行情上行,零售和批发同步放 量,成交价格环比上涨。 四、建筑装潢材料类周价格指数环比下跌 本周,建筑装潢材料类周价格指数收于105.37点,环比下跌0.36点,二级分类中装饰材料类、专用材料 类小幅下跌。上游原材料镍铁价格下降,工厂生产成本降低,市场不锈钢销售价格下调;淡季持续,厂 家为拉动销量下调出厂价格,市场保温材料、隔音材料价格随之下跌。 中国发展网讯据临沂商城价格指数信息系统监测,本周临沂商城周价格总指数为102.49点,环比下跌 0.04点,跌幅0.04%。 在14类商品价格指数中,上涨的3类、持平的4类、下跌的7类。其中,上涨的3类是 ...
建信红利精选股票发起A:2025年第二季度利润47.61万元 净值增长率2.68%
Sou Hu Cai Jing· 2025-07-18 04:19
基金管理人在二季报中表示,报告期内,本基金在股票组合的配置上以量化分析研究为基础,结合宏观经济走势和对市场风格的判断,通过多因子的方式建 立选股模型,在精选红利持仓时,不以静态高股息率为唯一目标,关注预期股息水平、关注企业质量。本基金将继续坚持选取符合红利特征、具备长期投资 价值的投资组合,在多变的市场环境下不断优化收益获取能力。 截至7月17日,建信红利精选股票发起A近三个月复权单位净值增长率为5.82%,位于同类可比基金12/18;近半年复权单位净值增长率为5.36%,位于同类可 比基金15/18;近一年复权单位净值增长率为8.15%,位于同类可比基金10/14。 AI基金建信红利精选股票发起A(020759)披露2025年二季报,第二季度基金利润47.61万元,加权平均基金份额本期利润0.0272元。报告期内,基金净值增 长率为2.68%,截至二季度末,基金规模为1824.8万元。 该基金属于标准股票型基金,长期投资于周期股票。截至7月17日,单位净值为1.068元。基金经理是薛玲,目前管理12只基金。其中,截至7月17日,建信 恒生科技指数发起(QDII)A近一年复权单位净值增长率最高,达43.25% ...
麦格米特: 发行人最近一年的财务报告及其审计报告以及最近一期的财务报告
Zheng Quan Zhi Xing· 2025-07-18 04:13
Company Overview - Shenzhen Magmeter Electric Co., Ltd. was established on September 9, 2010, based on Shenzhen Magmeter Electric Technology Co., Ltd. [1] - The company is registered in Nanshan District, Shenzhen, with a registered capital of RMB 545.625 million and a total share capital of 545.625 million shares, each with a par value of RMB 1 [1]. - The company completed its initial public offering of 44.5 million shares in February 2017, increasing its total share capital to 177.725 million shares [1]. Share Capital Changes - In September 2017, the company implemented a restricted stock incentive plan, increasing its share capital by 2.941 million shares, bringing the total to 180.666 million shares [2]. - In September 2018, the company issued 41.972884 million shares, raising the total share capital to 312.972104 million shares [3]. - By November 2022, the company had completed a series of capital adjustments, resulting in a total share capital of 497.571674 million shares by the end of 2023 [4]. Corporate Structure - The company has established a governance structure that includes a shareholders' meeting, board of directors, supervisory board, and management team, along with several specialized committees [5]. - The main business scope includes research, development, design, production, and sales of electrical and electronic products, as well as providing necessary engineering services and technical consulting [5]. Financial Reporting - The financial statements are prepared based on the going concern assumption and comply with the relevant accounting standards and regulations [6][7]. - The company has established specific accounting policies and estimates for revenue recognition, financial instrument impairment, fixed asset depreciation, and other financial matters [7]. Accounting Policies - The company follows the enterprise accounting standards for the preparation of financial statements, ensuring that they reflect the true financial position and performance [7]. - The accounting period is from January 1 to December 31, and the company uses RMB as its functional currency for domestic operations [7]. Financial Instruments - Financial instruments are classified into categories based on the company's business model and cash flow characteristics, including those measured at amortized cost and those measured at fair value [20][23]. - The company recognizes financial assets and liabilities at fair value upon initial recognition, with subsequent measurement based on their classification [20][24].
麦格米特: 国金证券股份有限公司关于深圳麦格米特电气股份有限公司2025年度向特定对象发行股票之发行保荐书
Zheng Quan Zhi Xing· 2025-07-18 04:09
Core Viewpoint - Shenzhen Megmeet Electric Co., Ltd. plans to issue shares to specific investors in 2025, with the underwriting by Guojin Securities, ensuring compliance with relevant laws and regulations [1][10]. Group 1: Issuance Details - The issuance will be a private placement of shares, targeting up to 35 specific investors, including the controlling shareholder, Tong Yongsheng [16][17]. - The maximum number of shares to be issued is 163,694,084, not exceeding 30% of the total share capital before the issuance [19]. - The issuance price will be no less than 80% of the average trading price over the 20 trading days prior to the pricing date [16][11]. Group 2: Use of Proceeds - The funds raised will be allocated to projects closely related to the company's main business, including the expansion of the global R&D center, construction of an intelligent power and control R&D testing center, and the expansion of production bases [12][13][21]. - The total planned investment for these projects is approximately 280 million yuan, with a significant portion allocated to capital expenditures [22]. Group 3: Compliance and Internal Review - Guojin Securities has conducted necessary due diligence and internal reviews, confirming that the application documents meet legal requirements and do not contain false statements or omissions [6][10]. - The internal review process involved multiple departments to ensure the accuracy and completeness of the application materials [5][6]. Group 4: Risk Management - The company operates in a technology-intensive industry, which requires continuous adaptation to technological advancements and market conditions to maintain its competitive edge [23][24]. - The company has implemented measures to retain core technical personnel and ensure stable management, which are critical for its future development [25].
港股午评|恒生指数早盘涨0.73% 稳定币概念板块活跃
智通财经网· 2025-07-18 04:06
智通财经APP获悉,港股恒生指数涨0.73%,涨177点,报24676点;恒生科技指数涨0.76%。港股早盘成 交1361亿港元。 加密货币及稳定币概念活跃,美国国会正式批准稳定币法案,全球监管政策逐渐完善。蓝港互动 (08267)涨4%;OSL集团(00863)涨7.7%;新火科技控股(01611)涨2.76%;移卡(09923)涨5.87%;众安在 线(06060)涨2.12%。 美图公司(01357)涨3.7%,AI Agent验证产品力,机构看好公司业绩天花板打开。 医渡科技(02158)再涨5.75%,公司持续推动AI解决方案在医疗行业落地,业绩有望实现稳健增长。 东方甄选(01797)涨超11%,即将上线第二款卫生巾新品,机构指其自营品仍有发展空间。 十月稻田(09676)盈喜后涨超8%,预计中期经调整净利润同比增长不少于90%。 蔚来-SW(09866)再涨4.3%,乐道L90预售价远超预期,大摩预计月销量有望突破5000辆。 华检医疗(01931)涨8.98%,正积极推进Web3交易所生态,筹备申请稳定币牌照。 锅圈(02517)再涨超10%,上半年净利润及核心经营利润同比高增,社区央厨战略持 ...