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神剑股份股价涨5.11%,平安基金旗下1只基金重仓,持有1.03万股浮盈赚取6798元
Xin Lang Ji Jin· 2026-02-24 02:03
截至发稿,李严累计任职时间2年63天,现任基金资产总规模129.11亿元,任职期间最佳基金回报 110.67%, 任职期间最差基金回报0.29%。 2月24日,神剑股份涨5.11%,截至发稿,报13.58元/股,成交8.21亿元,换手率7.58%,总市值129.15亿 元。 资料显示,安徽神剑新材料股份有限公司位于安徽省芜湖经济技术开发区桥北工业园保顺路8号,成立 日期2002年4月18日,上市日期2010年3月3日,公司主营业务涉及化工新材料制造与高端装备制造。主 营业务收入构成为:户外型树脂72.68%,混合型树脂15.36%,高端装备制造9.62%,其他(补充)2.35%。 从基金十大重仓股角度 数据显示,平安基金旗下1只基金重仓神剑股份。平安中证2000增强策略ETF(159556)四季度持有股 数1.03万股,占基金净值比例为0.78%,位居第二大重仓股。根据测算,今日浮盈赚取约6798元。 平安中证2000增强策略ETF(159556)成立日期2023年12月27日,最新规模1892.05万。今年以来收益 8.71%,同类排名1444/5580;近一年收益35.86%,同类排名1787/4297; ...
研之有理|以产业为牵引推进教育科技人才一体发展
Xin Lang Cai Jing· 2026-02-23 22:47
(来源:黑龙江日报) 转自:黑龙江日报 吕 丹 发挥重点工程的牵引作用 重点工程作为国家战略需求牵引下的实践场域,具有复杂系统集成的特性,既亟须形成教育、科技、人 才三要素系统性支撑与协同,也是促进三大要素深度融合的核心抓手。 融工程需求于教育体系。精准对接重大工程人才供给与学科专业建设需求,定期发布重大工程紧缺人才 名单,并将此作为"双一流"建设、学科评估和专业设置调整的核心指引;支持校企共建现代产业学院、 卓越工程师学院等高层次协同平台,将工程实践中的真实课题、先进技术、研发流程全面引入教学与科 研环节,实现人才培养与工程实践需求的全周期、深层次对接。 借工程任务促科技攻关。以重大工程为抓手打造"研发中试一体化"开放平台,建立"边研、边用、边 改"的快速迭代机制,极大缩短从技术突破到成熟应用的周期;构建知识产权运营与扩散体系,对攻关 形成的相关知识产权进行系统性梳理,通过国家技术转移中心、知识产权运营中心等平台,面向产业链 上下游开展有组织的技术许可与成果推广,将工程科技攻关的创新溢出效应最大化。 以工程实践塑人才生态。依托重大工程谋划"青年人才—领军人才—战略科学家"梯次培养计划,支持青 年科技人员在重 ...
【申万宏源研究春节见闻】山东肥城:君子之邑山水秀,宜居宜商迎客来
Xin Lang Cai Jing· 2026-02-21 04:11
Core Viewpoint - The article highlights the rapid development of Feicheng, Shandong Province, emphasizing its economic growth, geographical advantages, and cultural significance, while encouraging tourism and investment in the region [22]. Geography: "Peach Capital of China" - Feicheng is located in central Shandong, near Mount Tai, with a favorable climate and fertile soil, making it famous for its peaches [23][26]. - The city has excellent transportation links, being approximately 30 kilometers from Tai'an and 60 kilometers from Jinan, with ongoing construction of a general aviation airport to enhance connectivity [26][27]. Culture: "City of Gentlemen" - Feicheng is influenced by Confucian culture, emphasizing etiquette and relationships, with a unique local dialect that fosters social connections [29]. - The city has a rich historical legacy, producing notable figures and having a significant role in the anti-Japanese war, with memorials serving as educational sites [30]. Economy: Nationally Ranked and Industrial Upgrading - Feicheng ranks among the top 100 counties in China, with a projected GDP of 965.6 billion yuan for 2024, reflecting a growth rate of 6.4% [33]. - The city has a strong industrial base, focusing on special steel, high-end equipment, and new energy sectors, while agriculture, particularly peach cultivation, remains a key economic driver [33][12]. - Recent initiatives include the development of a 300MW advanced compressed air energy storage demonstration project, with a total investment of 34 billion yuan in new energy projects [37][38].
中国企业评价协会:2025年中国科创企业创新力TOP500发展报告
Sou Hu Cai Jing· 2026-02-21 03:24
今天分享的是:中国企业评价协会:2025年中国科创企业创新力TOP500发展报告 报告共计:113页 在企业经营策略上,文档总结了两类核心路径。其一为"聚焦核心能力",企业纷纷剥离非核心业务,将资源集中于技术研发、品牌建设 等核心板块,通过强化差异化优势构建竞争壁垒;其二为"长期主义布局",企业更加注重可持续发展能力,在产品创新、人才培养、客 户粘性维护等方面持续投入,摒弃短期逐利思维,以稳健的经营节奏应对市场变化。 总体而言,文档认为,当前商业金融领域的发展,正处于"效率重构"与"价值回归"的关键阶段。无论是产业、市场还是企业,唯有顺应 趋势、聚焦核心、拥抱变化,才能在复杂的商业环境中实现持续发展。 文档核心内容总结 本次文档围绕当前商业与金融领域的核心发展趋势展开分析,聚焦于产业模式迭代、市场需求变迁与企业经营策略优化三大核心维度, 梳理了行业发展的内在逻辑与实践方向。 在产业模式层面,文档指出,数字化转型已从"可选动作"转变为行业标配,核心并非单纯的技术应用,而是通过数据链路打通实现全流 程效率提升。传统产业链中"生产-渠道-消费"的线性结构,正逐步向以用户需求为核心的"网状生态"演变。头部企业通过搭建 ...
【锋行链盟】科创板IPO全流程解析
Sou Hu Cai Jing· 2026-02-16 16:10
科创板IPO(首次公开募股)流程严格遵循中国证监会、上海证券交易所(上交所)的监管要求,覆盖从前期筹备到上市后持续 监管的全周期。以下是所有核心环节的详细拆解,按时间顺序梳理: 一、前期筹备阶段(Pre-IPO) 1. 企业自我评估与战略决策 科创板IPO需4类核心中介协同: 3. 初步尽职调查与问题整改 二、辅导备案与辅导阶段 1. 辅导备案 企业与保荐机构签订《辅导协议》后,向当地证监局提交辅导备案材料(包括辅导方案、中介机构资质等),证监局受理 后启动辅导期(通常≥3个月)。 2. 辅导实施 3. 辅导验收 三、申报与受理阶段 1. 申报材料制作 对照科创板定位("硬科技":新一代信息技术、高端装备、新材料、新能源、节能环保、生物医药等6大领域+符合科创属 性指标),评估是否符合上市条件。 决策层确定IPO目标,成立上市工作小组(由高管、财务、法务、券商等组成)。 2. 选聘中介机构 保荐机构(主承销商):负责整体协调、尽职调查、申报材料制作及后续发行承销(必须是证券公司,且具备保荐资 格)。 会计师事务所:负责财务审计(需具备证券期货相关业务资格)、内控鉴证。 律师事务所:负责法律合规审查、出具法律意 ...
2025港股IPO年度全景复盘
Sou Hu Cai Jing· 2026-02-16 10:09
Core Insights - The strong resurgence of Hong Kong IPOs in 2025 is a central theme for the global capital markets, with nearly HKD 300 billion raised, reclaiming the top position in global IPO fundraising [2][7] - The Hong Kong IPO market has experienced a significant increase in both quantity and quality, with new listings up nearly 70% year-on-year and fundraising doubling compared to the previous year [2][3] Market Dynamics - The traditional dominance of internet and financial real estate sectors has been disrupted, with hard technology, advanced manufacturing, and biomedicine emerging as the three main pillars supporting the market [3][4] - Key sectors such as new energy, semiconductors, smart vehicles, and high-end equipment are now prominently represented in the Hong Kong market, enhancing its manufacturing base [3][4] Notable IPOs - Significant companies that went public in 2025 include: - CATL (宁德时代), raising approximately HKD 41 billion with a market cap of about HKD 920 billion and a PE ratio of around 18x [3] - Hengrui Medicine (恒瑞医药), a leader in innovative drugs, with a market cap of approximately HKD 320 billion and a PE of about 32x [3] - Sanhua Intelligent Control (三花智控), with a market cap of around HKD 180 billion and a PE of about 24x [3] - Haitian Flavoring and Food (海天味业), with a market cap of approximately HKD 420 billion and a PE of about 30x [3] - Chery Automobile (奇瑞汽车), with a market cap of around HKD 190 billion and a PE of about 12x [4] A+H Listing Trend - 2025 marked a significant year for A+H dual listings, with leading companies opting for this model to enhance global liquidity and valuation recovery [5][6] - The A+H model has become a standard for industry giants, reinforcing Hong Kong's position as the preferred overseas listing location for Chinese enterprises [6] Future Outlook - The recovery of the Hong Kong IPO market is seen as a result of multiple cyclical factors, including improved global liquidity, long-term valuation recovery, and the increasing demand for high-quality assets from mainland China [6][7] - Moving forward, the focus of the Hong Kong IPO market is expected to shift from quantity expansion to quality prioritization, with a stronger emphasis on industry logic over speculative trading [6][7]
冠军产品扩容:从67项到82项的滨州好品新答卷
Qi Lu Wan Bao· 2026-02-14 04:16
冠军矩阵多点开花,筑牢产业发展"压舱石"。在滨州的产业版图上,"冠军力量"已渗透到产业链各关键 环节,形成了覆盖多领域、贯通传统与新兴的发展格局。82项冠军产品覆盖8个产业,其中优势产业贡 献51项、新兴产业占据31项,这种多元化布局,让滨州现代产业体系抗风险能力更强、内生增长动力更 足。 先进制程逻辑芯片用电子级氢氟酸全国市场占有率第一、高韧性轻量化铝合金轮毂全国市场占有率第 一、宽幅纤维素纤维印染布全球市场占有率第一…… 近日,滨州产业"冠军榜"再添新绩,全球、全国冠军产品总数从67项增至82项,其中全球冠军19项。这 组沉甸甸的数据,不是简单的数量叠加,而是滨州深耕产业升级、构建现代产业体系的生动注脚,更是 全市"6638N"产业集群能级稳步跃升、市场主体活力持续迸发的集中彰显,见证着一座工业城市从"产 品领先"向"体系制胜"的转变。 产业兴则城市兴,产品强则产业强。冠军产品是产业竞争力的重要标杆,更是区域经济高质量发展 的"硬核支撑"。滨州82项"冠军产品"的突围,从来不是孤军奋战的偶然,而是多领域协同突破、全链条 精准发力的必然结果,勾勒出一幅传统产业筑基、新兴产业赋能、特色产业添彩的产业升级画卷。 ...
二〇二五年陕西招商引资量质双升
Shan Xi Ri Bao· 2026-02-14 00:35
Group 1 - The province established 428 new foreign-funded enterprises, with a year-on-year increase of 57.1% in contracted foreign investment, including 25 projects over $30 million; actual foreign investment reached 24.571 billion yuan [1][2] - A total of 38 provincial-level investment promotion activities were held, focusing on key industrial chains such as energy and chemicals, high-end equipment manufacturing, information technology, modern agriculture, and cultural tourism, resulting in 1,137 signed projects with a total investment of 429.448 billion yuan [1][2] - The provincial commerce department plans to establish a key industrial chain project recruitment list by 2025, aiming to attract 4,270 industrial chain investment projects in collaboration with various departments and cities [1] Group 2 - The province's commerce department has explored compiling key country-specific investment guides and established regular communication with overseas business associations and foreign enterprises to enhance investment attraction [2] - The province successfully launched three QFLP funds and organized investment promotion activities in countries like South Korea, Denmark, and the Czech Republic, including a joint event with CITIC Group [2] - The province's commerce department has implemented a mechanism for multinational companies, holding roundtable meetings to enhance service and support for foreign enterprises [3]
一“马”争先冲刺“开门红”,镇江高新区重点企业开足马力满格运转
Xin Hua Ri Bao· 2026-02-12 22:10
企业满格运转的背后,是镇江高新区"一切围绕项目转、一切围绕企业干"的服务生态。从"拿地即开 工"审批提速,到"高效办成一件事"专区集成服务;从青年人才公寓、绿色诊疗卡,到"红帆服务团"精 准纾困,镇江高新区持续优化营商环境,让企业心无旁骛抓生产、拓市场。 "十五五"开局之年,必须起好步、开好局。镇江高新区将持续聚焦船舶海工、高端装备等区内主导产 业,强化要素保障、深化链式服务,全力支持企业扩产增效,以实体经济的"满格状态"夯实高质量发展 根基。刘磊唐堃 "所有大设备24小时满负荷运转,春节期间不停工、不停产!"在哈尔滨电机厂(镇江)有限责任公司镇江 生产基地车间内,龙门铣床正对扎拉水电项目转轮进行精加工,火花飞溅、机器轰鸣。作为水电机组核 心部件,该转轮将于年前具备业主验收条件,年后即可发往工地。眼下,企业在手订单超60个,全年预 计产出部件超1000件,企业全员正开足马力冲刺"十五五"开局之年首季"开门红"。 在丹佛斯动力系统(江苏)有限公司车间,生产线重组后的效能正加速释放。丹佛斯于2024年起逐步加大 研发投入,推出内曲线径向柱塞马达、低电压电液马达等新产品,2025年销售额近2亿元,2026年有望 突 ...
济南“东强”加速兑现:东部六区GDP占全市近2/3
Feng Huang Wang Cai Jing· 2026-02-12 00:03
2025年济南各区县GDP成绩单近日正式出炉。据济南市统计局网站数据,东部地区(历下、高新、历 城、章丘、莱芜、钢城)加起来的GDP已达到9193.9亿元,占济南全市GDP总值的64.7%。 其中,主城区四区(历下、高新、历城、章丘)合计GDP 7777.2亿,增速普遍跑赢全市5.4%的均线, 高新7.61%、章丘5.9%、历下5.6%,历城区增速略低,为5.1%,整体表现稳健可观,"东强"战略正在成 为加速兑现的现实。 相较于起步区10.4%的增速,这个增速显然不那么亮眼,但是,在四区如此庞大的经济体量下,能够实 现这样的增长,难度远超中小体量区域的快速攀升。大象起舞,从来比兔子奔跑更难。 东部何以跑出这样的成绩? 第一, 齐鲁科创大走廊的轴线效应。从高新区中心区到章丘明水,济南市以经十东路和旅游路为主 体,沿线布局了产研院、超算中心、中科院科创城、山大龙山校区等一批重量级科研平台,形成了一条 绵延数十公里的创新带。科研成果在走廊的一端诞生,在另一端的智能智造走廊完成产业化落地。这 条"研发—中试—量产"的通道,是东部产业能级持续跃升的底层逻辑。 第二,国家级开发区的载体优势。济南高新区和章丘明水经济技术开 ...