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双节建设不停步!长沙多个重点项目冲刺关键节点
Chang Sha Wan Bao· 2025-10-08 11:37
长沙晚报掌上长沙10月8日讯(全媒体记者 王珂 通讯员 焦红艳 李双娴 戴昕燚 张钰酥)从交通枢纽到民生工程, 从产业项目到教育设施,国庆中秋假期,长沙多个重点项目的建设者坚守岗位,全力冲刺关键节点,用辛勤汗水 为长沙高质量发展添砖加瓦。 重大项目全力冲刺 在长沙机场改扩建工程T3航站楼项目,300余名建设者紧盯11月普装工程完工目标持续奋战。承建方中建五局总 承包公司项目团队假期期间全面加强施工风险管控,统筹协调各班组交叉作业,安排管理人员开展全程监督与安 全检查,确保施工安全与进度。 项目党支部书记、项目经理李小聪介绍,T3航站楼目前主体施工已全面完成,正式进入精装修与机电安装阶段。 建成后,T3航站楼将成为国内交通接驳方式最多、无缝换乘效率最高的现代化立体综合交通枢纽,可满足年旅客 吞吐量4000万人次。 与此同时,长沙机场改扩建工程综合业务用房及职工生活服务中心施工现场机器轰鸣,工人们有序作业。近日, 该项目综合业务用房地块最后一栋建筑顺利完成封顶,标志着这一重要配套设施建设迈入全新阶段。 该项目毗邻T3航站楼,总建筑面积超10万平方米,集综合业务用房、职工生活服务中心、急救中心等功能于一 体,是助力 ...
从巴菲特到A股龙头 致股东的信如何成为投资界的“战略说明书”
Zhong Jin Zai Xian· 2025-10-08 10:22
在复杂多变的商业环境中,一封致股东信是企业与投资者沟通的桥梁,更是展现企业战略眼光与行业洞 察力的窗口。 巴菲特每年发表的致股东信被视为投资界的"圣经",其不仅会在信中分享伯克希尔公司的经营成果和战 略方向,还会融合他对世界经济发展趋势的深刻理解,更传递出独特的投资理念与价值观,这些内容堪 称珍贵的商业智慧宝典,为众投资者指引方向。 在A股市场,这封承载重要信息的信件,通常由董秘执笔撰写。作为公司与资本市场沟通的关键角色, 董秘深谙企业经营策略与财务状况,凭借专业素养与沟通能力,将公司复杂的业务进展、经营成果转化 为清晰易懂的文字,以精准的表述、诚挚的态度,向股东展现公司的发展脉络与未来方向,确保股东能 及时、准确地了解公司动态,维系公司与股东之间的信任纽带。 股东信的存在意义与功能解构 在A股市场的年报规范中,董事长致辞或致股东的信并非监管部门强制要求披露的内容。然而,众多上 市公司仍坚持撰写这一文本,其背后蕴含着深刻的商业逻辑——这是企业主动向市场传递核心信息的重 要载体。 与财务数据的冰冷数字相比,致股东信是企业管理层以"第一人称"进行的战略叙事。迈瑞医疗在信中 用"数智化转型如参天大树"的比喻,将复杂 ...
布局2025年!企业家狂刷的一本书,详解超越巴菲特的业绩之王
Sou Hu Cai Jing· 2025-10-07 14:11
READING BOOKS 「 湛庐·十一特辑 」 2025年的商业竞争中,市场从增量竞争转向存量厮杀,传统的"风口套利"模式日渐失效,依靠单一业务增长似乎总能看到天花板。而丹纳赫,这个曾经将 数百家企业整合、优化,最终孵化出市值超千亿美元的巨头却依然在持续创造价值。 当下的经济环境,正呼唤丹纳赫式的商业智慧! ▲ 点击书封,立即入手 以丹纳赫为镜,锻造企业韧性 ——《丹纳赫模式》推荐序 美的集团董事长兼总裁方洪波先生,在这篇极具实践洞察的推荐序中,他深刻指出,伟大的企业皆因将"常识做到极致"——坚守流程、尊重事实、效率至 上。 请阅读本书,为大脑充电、为未来布局,这是一部能重塑你商业思维体系的深度之作。 无论是寻求转型升级的企业创始人、致力于推动内部变革的高管,还是希望在价值投资中精益求精的投资人,都能从中获得至关重要的启示! 文/方洪波 美的集团董事长兼总裁 丹纳赫集团用40多年的时间,从美国本土低端制造业的杠杆并购者,进化为全球生命科学领域的冠军企业。丹纳赫商业系统(DanaherBusiness System,DBS) 的精髓是"常识为纲,贯彻有方(Commonsense,vigorously app ...
山东城市观察 | 山东省代表团出访东南亚,鲁企如何深耕海外?
Xin Lang Cai Jing· 2025-10-03 01:56
文 | 陈明一 回顾整个9月,山东与东盟的互动频频。 据山东省外办网站,9月15日至19日,山东省委常委、统战部部长、省海外联谊会会长邓云锋率山东省 代表团访问印度尼西亚、新加坡;9月22日至26日,山东省委书记林武率山东省代表团访问马来西亚、 越南。此外,山东多地城市主官以及知名企业主要负责人一同出访,开启深化务实合作的新篇章。 青岛市委书记曾赞荣率青岛市代表团先后到泰国、柬埔寨访问;威海市委书记闫剑波率威海市经贸代表 团赴马来西亚、越南开展经贸促进活动,推介威海市特色优势产业和营商环境;潍坊市委书记刘运率潍 坊市代表团访问马来西亚、越南,对接当地政府部门、商协会、高校、企业等,进一步推进高水平对外 开放,拓展高质量发展空间;临沂市委书记张宝亮率临沂市代表团出访马来西亚、越南,深化友好交 往,开展经贸洽谈,推动全市对外开放和商城出海再上新水平…… 可以说,这是一次目标明确的出访。"十四五"收官在即,承接"十五五",锚定"走在前、挑大梁",山东 必须有所表率。 片来源:摄图网 为什么是东南亚? 早在7月21日,中国国际贸易促进委员会山东省委员会就已广发"邀请函" ,计划组织经贸代表团访问马 来西亚、越南,以积 ...
佛山首富的第10个IPO,来了
投中网· 2025-10-02 07:03
Core Viewpoint - Anke Intelligent Supply Chain Co., Ltd. (Anke Zhiliang), a subsidiary of Midea Group, is preparing for an IPO on the Hong Kong Stock Exchange, highlighting the strength of its parent company and the growth potential in the logistics sector [2][6]. Group 1: Company Overview - Anke Zhiliang, originally Midea Group's logistics division, was established in 2000 and rebranded in 2017 to focus on smart logistics, becoming an independent supplier of integrated supply chain solutions [4]. - The company has developed a unique "1+3" supply chain model, providing end-to-end logistics services that help businesses optimize their supply chains and reduce costs [4]. - As of June 2025, Anke Zhiliang serves over 9,000 enterprise clients across various industries, including home appliances and automotive, with a management warehouse area exceeding 11 million square meters [4]. Group 2: Financial Performance - Anke Zhiliang has maintained double-digit growth over the past three years, with revenues of 141.73 billion, 162.24 billion, and 186.63 billion from 2022 to 2024, reflecting a compound annual growth rate (CAGR) of 14.8% [5]. - The net profit for the same period showed a CAGR of 33%, with figures of 2.15 billion, 2.88 billion, and 3.8 billion [5]. - In the first half of 2025, the company achieved a revenue of 108.85 billion, a year-on-year increase of 20.23%, and a net profit of 2.48 billion, up 21.75% [5]. Group 3: IPO Journey - Anke Zhiliang has attempted to go public multiple times, with its first attempt in 2009 being rejected due to high related-party transactions [8]. - After a slow progress post-rebranding, the company received approval from Midea Group's board in July 2023 to prepare for an IPO on the Shenzhen Stock Exchange, but later shifted its focus to the Hong Kong market [9]. - Prior to its IPO application, Anke Zhiliang secured 1.9 billion in Pre-IPO financing from various investors, including Hisense Group and Zhongding Capital [9]. Group 4: Parent Company Insights - Midea Group reported a total revenue of 2,523 billion in the first half of 2025, a 15.7% increase year-on-year, with a net profit of 260 billion, up 25% [11]. - The group has a significant investment portfolio, having established multiple investment platforms and made numerous investments across various sectors, including smart appliances and medical devices [11]. - If Anke Zhiliang successfully goes public, it will mark the 10th IPO for the family of Midea's founder, He Xiangjian, further expanding their capital influence and wealth [13].
海尔智家董事、高级管理人员增持计划实施完毕 累计增持98.58万股
Zhi Tong Cai Jing· 2025-09-30 12:15
海尔智家(600690)(06690)公布,截至2025年9月30日,公司时任董事、高级管理人员通过港股通等方 式累计增持公司股份98.58万股,累计增持金额2,106.10万元,本次增持计划实施完毕。 ...
美的集团9月30日斥资1.46亿元回购200.15万股A股
Zhi Tong Cai Jing· 2025-09-30 09:40
美的集团(000333)(00300)发布公告,于2025年9月30日,该公司斥资1.46亿元回购200.15万股A股。 ...
华安研究:华安研究2025年10月金股组合
Huaan Securities· 2025-09-30 08:20
Group 1: Semiconductor Industry - SMIC is the only domestic foundry with advanced process technology, benefiting from the explosion in AI chip demand and domestic substitution trends[1] - In 2025, advanced process revenue is expected to grow by 68% year-on-year, with plans to expand capacity to become the third-largest foundry globally[1] - The company's orders visibility has extended to 2026, indicating strong demand from key clients[1] Group 2: AI and Computing - Fourth Paradigm's platform sales are expected to turn from loss to profit, with a projected EPS increase from -0.6 to 0.4[1] - The overall valuation is currently around 4 times P/S, which is relatively low compared to domestic AI companies like SenseTime and US-based Palantir[1] - Risks include underperformance in AI technology development and market demand not meeting expectations[1] Group 3: Battery and Energy Storage - Zhongxin Innovation's revenue is projected to grow significantly, with a 101% increase in net profit expected in 2025[1] - The company is benefiting from high margins in overseas sales of power batteries and strong growth in commercial vehicles and energy storage batteries[1] - Risks include fluctuations in raw material prices and intensified competition in the industry[1] Group 4: Aerospace and Defense - AVIC Shenyang Aircraft's performance is expected to improve due to the implementation of fundraising projects aimed at enhancing research and production capabilities[1] - The company is focusing on modernizing weaponry and defense equipment, with a projected revenue increase of 13% in 2025[1] - Risks include legal penalties and management challenges affecting operational efficiency[1] Group 5: Pharmaceutical Sector - Zai Lab is advancing its commercialization efforts with three approved products, including a JAK inhibitor participating in the 2025 medical insurance negotiations[1] - The company is expected to accelerate product promotion, benefiting patients and enhancing revenue streams[1] - Risks include potential failures in new drug development and regulatory approval delays[1]
智能工厂 如何打造“升级版”
Ren Min Ri Bao· 2025-09-29 21:55
智能制造成效显著,融入生产各个环节 智能制造需要智能工厂。国家智能制造专家委员会委员、国家智能制造标准化专家咨询组副组长郝玉成 介绍,智能工厂是应用物联网、大数据、人工智能等新一代信息技术,实现生产装备、生产过程、生产 经营全面智能化的新型工厂形态。 2024年开始,工业和信息化部等6部门连续两年联合开展智能工厂梯度培育行动,分基础级、先进级、 卓越级和领航级4个层级开展梯度培育。数据显示,"十四五"以来,我国已建成基础级智能工厂超3.5万 家、先进级智能工厂7000余家、卓越级智能工厂230余家,首批领航级智能工厂培育工作也在积极推进 中。在政策精准滴灌和企业主动求变下,制造业不断转型升级、拥抱智能,新型工业化建设动能澎湃。 ——编者 提升智能制造水平,重塑全球对中国制造的认知 时光倒回到十几年前。从规模上看,中国已成为全球第一制造大国。但是,不少中国消费者选择从国外 背回日用品,这一现象引起了对中国制造"大而不强"的反思。 "发展智能制造,是形势所迫、发展所驱、强国所需。"工业和信息化部装备工业二司原一级巡视员王瑞 华介绍,当时她所在的部门负责智能制造工作。那时,国内很多企业对智能制造的意义认识还比较肤 ...