南方财经全媒体记者程浩 东莞报道 5月25日，东莞市统计局公布2025年1—4月东莞经济运行情况。数据显示，2025年1—4月，东莞经济整 体平稳运行，工业生产、外贸进出口等领域表现亮眼。工业方面，今年前4月东莞市规模以上工业增加 值同比增长6.4%。新动能产业增势较好，先进制造业、高技术制造业增加值分别同比增长9.0%、 10.3%。值得注意的是，前4月东莞外贸进出口总额4863.5亿元，同比增长19.4%，外贸进出口保持较快 增长。 外贸方面，东莞外贸进出口保持较快增长。数据显示，1—4月，东莞全市外贸进出口总额4863.5亿元， 同比增长19.4%。其中，进口1947.5亿元，同比增长32.6%；出口2916.0亿元，同比增长11.9%。4月 份，外贸进出口总额同比增长14.7%。 投资方面，1—4月，东莞全市固定资产投资总额同比下降14.0%，固定资产投资承压运行。分投资领域 看，前4月东莞基础设施投资同比增长8.6%，增速比一季度提高3.7个百分点；工业投资同比下降3.2%， 降幅比一季度收窄4.7个百分点；房地产开发投资同比下降36.6%。从投资结构来看，东莞投资结构继续 优化，工业投资占比达54 ...

Economic Overview - Dongguan's economy showed overall stability in the first four months of 2025, adhering to a principle of seeking progress while maintaining stability and promoting high-quality development [2] Industrial Production - The industrial added value of enterprises above designated size increased by 6.4% year-on-year in the first four months. Key industries such as electronic information manufacturing, electrical machinery and equipment manufacturing, chemical manufacturing, and packaging and printing saw increases of 10.1%, 10.8%, 13.2%, and 6.6% respectively [3] - New momentum industries performed well, with advanced manufacturing and high-tech manufacturing increasing by 9.0% and 10.3% year-on-year respectively. High-tech product output growth was significant, with servers, sensors, integrated circuits, and smartwatches increasing by 292.6%, 79.1%, 75.3%, and 28.6% respectively [3] Foreign Trade - The total foreign trade import and export volume reached 486.35 billion yuan, a year-on-year increase of 19.4%. Imports were 194.75 billion yuan, up 32.6%, while exports were 291.6 billion yuan, up 11.9% [4] Consumer Market - The total retail sales of social consumer goods amounted to 149.687 billion yuan, growing by 4.0% year-on-year. Notable growth was seen in furniture (113.6%), communication equipment (75.3%), building materials (38.2%), and cultural office supplies (22.8%) [5] - Online consumption was active, with retail sales through public networks increasing by 35.2% year-on-year [5] Fixed Asset Investment - Total fixed asset investment decreased by 14.0% year-on-year. Infrastructure investment grew by 8.6%, while industrial investment fell by 3.2% and real estate development investment dropped by 36.6% [6] - The structure of investment continued to optimize, with industrial investment accounting for 54.6% of the total, an increase of 6.0 percentage points year-on-year [6] Fiscal and Financial Performance - General public budget revenue reached 29.072 billion yuan, a year-on-year increase of 3.1%, while expenditure was 34.906 billion yuan, up 0.1% [7] - By the end of April, the balance of deposits in financial institutions was 2.853728 trillion yuan, growing by 6.6% year-on-year, with household deposits increasing by 11.7% [7] Consumer Price Index - The Consumer Price Index (CPI) decreased by 1.0% year-on-year, with a trend of "seven declines and one increase" across eight categories of goods and services [8] - In April, the CPI fell by 1.1% year-on-year [8]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Hawkins (HWKN) is identified as a promising growth stock, currently recommended based on its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 23.3%, with projected EPS growth of 12.5% this year, significantly outperforming the industry average of 5.6% [4] Group 2: Financial Metrics - Hawkins exhibits a year-over-year cash flow growth of 16%, surpassing the industry average of 6%, which is crucial for its expansion without relying on external funding [5] - The historical annualized cash flow growth rate for Hawkins over the past 3-5 years is 18.3%, compared to the industry average of 4.1% [6] Group 3: Earnings Estimates - There is a positive trend in earnings estimate revisions for Hawkins, with the current-year earnings estimates increasing by 2.3% over the past month [7] - Hawkins has achieved a Growth Score of B and a Zacks Rank 1 due to these favorable earnings estimate revisions [8]

了解更多业绩说明会详情，请点击：https://rs.p5w.net/html/147394.shtml 公司自主研发的硝酸异辛酯微反应硝化成套技术获批发明专利3项和实用新型专利1项，实现了国内首家 万吨级硝酸异辛酯生产应用；公司基于微通道连续反应技术平台，持续开发微通道连续反应技术及成套 设备，并拓展应用至聚丙烯酰胺纳米微球、硝基胍、硝酸酯类等产品研发、生产，现已取得多项发明专 利和项实用新型专利授权。（全景网） 5月16日下午，万德股份（836419.BJ）2024年度业绩说明会在全景网顺利召开。万德股份董事长王育 斌、总经理汪希领、财务总监薛玫、董事会秘书杨青、民生证券保荐代表人汪兵等领导嘉宾出席活动并 与投资者进行实时在线交流。 对于投资者关心的公司"微通道自动化生产工艺"的行业地位问题，公司董事、总经理汪希领回答，公司 自主开发的微通道连续反应技术作为本质安全的新型化工生产工艺，属于中国石油和化学工业联合会 《石化绿色低碳工艺名录（2024版）》中的第19 类"微通道自动化生产工艺"，也是2021年国家工信部 为提升石化行业智能制造、安全环保水平，公布的石化化工行业鼓励推广应用的32项技术和产品目录 ...

核心阅读 今年是长江十年禁渔启动以来的第五个年头，农业农村部日前在湖北荆州召开长江十年禁渔工作现场推 进会，介绍长江禁渔取得的阶段性成效。记者在湖北、安徽等地探访发现，禁渔以来，长江得以休养生 息，长江流域水生生物多样性持续恢复。 5月，长江干支流、大型通江湖泊等重点水域迎来鱼类繁殖的高峰时期。 生境条件改善，科研攻关助力，为珍稀濒危鱼类野外种群恢复争取更多可能。 "我们成功采集到长江鲟初孵仔鱼！"在贵州赤水市复兴镇大鱼坝水域，科研人员营造了约8000平方米的 产卵场，并向试验水域投放长江鲟亲鱼20尾。今年4月，被宣布"野外灭绝"的长江鲟，在赤水河首次实 现自然产卵并孵化，标志着长江鲟野外自然繁殖试验取得重大突破。 据了解，下一步，农业农村部还将组织推进长江鲟自然种群重建工作，实施重要栖息地修复，开展赤水 河等长江流域重要支流连通性恢复试点，同时加大增殖放流力度，争取早日建立可自我维持的长江鲟野 外自然种群。 2021年，长江十年禁渔全面启动，今年已进入第五个年头。最新数据显示，2024年，长江干流监测点单 位资源量同比上升9.5%，涉渔行政案件同比下降24.7%；2021年到2024年，长江流域共监测到土著 ...

证券代码： 002408 证券简称：齐翔腾达 淄博齐翔腾达化工股份有限公司 | 债率 53%，公司资金充足，融资顺畅。 | | --- | | 3、环氧丙烷为什么不向 PEEK 方向发展？ | | 回复：感谢您对公司的关注，据了解环氧丙烷无法生产 PEEK 材 | | 料，公司也在规划继续向环氧丙烷下游产业链延伸，关于具体情 | | 况请持续关注公司相关公告。 | | 4、请问苏总，贵公告在公告的质量双提升方案中"16 个投资少， | | 见效快的技改项目"具体是哪些项目，这些项目目前实施进度如 | | 何，总投资约多少，预计会产生多少效益？ | | 贵公司的重点项目 hppo 装置目前技改进度如何，技改后预期会 | | 有具体哪些提升？ | | 贵公司丁腈胶乳项目一直在提要创新改造，目前改造情况如何？ | | 回复：感谢您对公司的关注，公司 16 个项目主要围绕解决公司 | | 现有装置运行瓶颈、提升装置运行效率和产品质量、降低生产成 | | 本等方面开展实施的。目前，前述项目正有序推进中。公司环氧 | | 丙烷项目的技改已接近尾声，公司要结合环氧丙烷市场情况来综 | | 合确定开车时间。公司丁腈胶乳项目的 ...

Core Insights - The "2025 State-Owned Enterprises Luoyang Action" event resulted in 43 cooperation agreements with a total investment of 118.1 billion yuan [1] - The signed projects cover various sectors including infrastructure, green energy, advanced manufacturing, green chemicals, modern logistics, cultural tourism, commerce, and finance [1] Group 1: Investment Agreements - 43 cooperation agreements were signed, with a total investment amounting to 118.1 billion yuan [1] - Key projects include the Southwest Storage and Logistics Base, shale gas exploration, and the Southwest International Automobile Consumption Park [1] Group 2: Investment Opportunities - Four investment opportunity lists were released, covering new productive forces, energy and chemicals, transportation logistics, and modern services, totaling 207 projects with an investment of 227.7 billion yuan [1] - Recent investments from central enterprises in Luzhou exceeded 75 billion yuan, while provincial state-owned enterprises invested nearly 30 billion yuan [2] Group 3: Future Collaborations - Future collaborations will focus on modern infrastructure, industrial transformation, and ecological protection [2] - Sichuan Energy Development Group plans to invest approximately 10 billion yuan in Luzhou, emphasizing coal power generation and 220 kV line construction [2] Group 4: Industrial Development - Luzhou is developing a leading industrial structure with a world-class quality liquor industry cluster and a significant green chemical base [2] - The city is also focusing on sectors like equipment manufacturing, electronic information, advanced materials, and biopharmaceuticals [2]

1、现货市场：日照嘉吉一级豆油 8080 元/吨，较上一交易日持平。 2、国际大豆：当前时间窗口下，正处美豆播种、省长与南美豆收割、出口季，目前巴西豆 收割基本完成。总体来看，南美新作丰产格局或将大概率成为事实。美国农业部 5 月 US DA 报告显示，2025/26 年度大豆单产预估为 52.5 蒲式耳/英亩，2024/25 年度预估为 50.7 蒲式 耳/英亩。 3、国内产业层面：综合供需端，豆油中期去库周期或逐渐进入尾声阶段，关注后市南美进 口大豆到港、海关检验放行后，豆油库存或低位反弹。 4、参考观点：豆油 2509 合约，短线或区间震荡整理。 现货信息：43 豆粕各地区现货报价：张家港 3010 元/吨（-110）、天津 3080 元/吨（-80）、 日照 3030 元/吨（-80）、东莞 3060 元/吨（-40）。 市场分析：（1）宏观面: 中美经贸会谈将在瑞士进行，关注会谈内容。 （2）国际大豆：USDA5 月报告发布，美豆产量下调，全球库存增加。市场交易重心转移至 北美播种季，巴西大豆进入出口高峰期。 （3）国内豆粕供需面：大豆供给逐渐恢复，油厂开机率提升，豆粕供给预期由紧转为宽松。 下游贸 ...

Core Viewpoint - The evaluation of fixed assets, specifically buildings and structures owned by Guizhou Chitianhua Group Co., Ltd., is set for April 30, 2025, with detailed assessments provided for various properties [1][2][3][4][5][6]. Group 1: Asset Evaluation Details - The evaluation includes multiple properties such as factories, offices, and other facilities located in the Chishui City Chemical Road area, with ownership attributed to Guizhou Chitianhua Group Co., Ltd. [1][2][3]. - The assessment lists the original value, net value, and estimated value of each property, along with their respective construction dates and structural types [1][2][3][4]. - The total assessed value of the properties is approximately 133,062,800.00 RMB, with a detailed breakdown of individual properties and their respective values [6]. Group 2: Property Characteristics - Properties include various types of buildings such as factories, offices, and service facilities, with specific details on their construction area and rights [1][2][3][4]. - The evaluation also notes the age and condition of the buildings, indicating the depreciation and appreciation rates for each asset [1][2][3]. - The properties are primarily located in the Chishui City area, with specific land use rights documented for each asset [1][2][3][4].

本报告导读： 2024 年，化工新材料产品、基础化工产品、化肥产品、其他产品营业收入分别同比+26.83%、-7.41%、 +17.85%、+21.84%；毛利率分别同比+1.36pct、+2.68pct、-1.41pct、+2.73pct。 25Q1，公司业绩具备韧性。25Q1，公司实现营收72.90 亿元，同比+7.96%，环比-10.92；归母净利4.13 亿元，同比-27.30%，环比-9.04%；扣非后净利3.84 亿元，同比-33.81%，环比-2.40%。主要原因是受市 场供求关系等因素影响，公司部分化工产品价格同比下降，且产品价格降幅大于原料采购价格降幅。 产能建设稳步推进，精细化管理与节能降耗持续增强。2024 年，公司生产装置保持安全稳定运行，同 时己内酰胺·尼龙6 一期工程开车成功满负荷运行，有机硅项目顺利打通全流程，乙烯下游一体化项目、 15 万吨丙酸等项目有序推进。装备制造业务，深度整合资源，推进鲁西工程公司市场化运作，实现由 服务鲁西向服务中国中化转变。扩大新能源装备出口，推进扩产提效。公司化工产品主要原材料为煤 炭、丙烯、纯苯、甲醇等，重点与大型国有生产企业稳定合作，稳定渠道，争 ...