炬申股份（001202）公告，近日公司全资子公司广东炬申仓储有限公司、无锡市炬申仓储有限公司、江 西炬申仓储有限公司、佛山市三水炬申仓储有限公司、石河子市炬申供应链服务有限公司、新疆炬申陆 港联运有限公司决定向公司进行利润分配。截至本公告披露日，公司已收到上述全资子公司全部分红款 合计人民币9570万元。炬申仓储、无锡炬申、江西炬申、三水炬申、石河子炬申、新疆炬申均为公司纳 入合并报表范围内的全资子公司，本次所得分红将增加母公司2025年度净利润，但不增加公司2025年度 合并报表净利润，因此不会影响2025年度公司整体经营业绩。 ...

【深圳商报讯】（记者 罗凯燕 通讯员 吴炜杰 元腾智）5月19日，一批由香港发往内地的电子产品在中 国国际贸易"单一窗口"使用"一单两报"功能提交原始舱单申报信息后，一次性完成了内地公路舱单和香 港道路货物资料的申报工作。该批货物经深圳湾口岸顺利入境，首次实现内地与香港进口（北上方向） 货物申报信息的"一次录入、两地使用"，进一步提升通关便利化水平。 日前，海关总署会同20个部门（单位）联合部署开展为期5个月的跨境贸易便利化专项行动，提出"积极 推进内地与港澳'一单两报'合作"等29项措施。2025年一季度，内地与香港双边货物贸易总额为5355.83 亿元，同比增长9.1%，深圳口岸承担了内地对港货物贸易的主要通道功能，两地企业对进一步推进跨 境贸易数据互联互通需求迫切。 海关总署广东分署科技处副处长吴鸿烨介绍，内地与香港"一单两报"是智慧海关建设业务场景内容之 一。在国家口岸办指导下，海关总署广东分署会同广东省商务厅（省口岸办）组织协调深圳、拱北海关 与香港商务及经济发展局、香港海关共同推动实施。此前，中国国际贸易"单一窗口"已经上线内地与香 港出口（南下方向）公路舱单"一单两报"功能。此次上线内地与香港进 ...

Group 1: Company Performance - In Q1 2025, the company achieved a revenue of CNY 4.06 billion, representing a year-on-year increase of 205.09% [4] - The net profit attributable to shareholders was CNY 245 million, a year-on-year growth of 296.94% [4] - The increase in revenue and profit is primarily due to the rise in real estate sales recognition [4] Group 2: Asset Management and Impairment - The company has conducted significant asset impairment, with CNY 1.1 billion in impairments in 2024, following CNY 500 million in 2023 [6][7] - The impairment assessments are based on cost, competitive pricing, and recent transaction prices, ensuring accurate reflection of asset quality [7] - As of the end of 2024, there were no indications of impairment for inventory assets at Haicheng Jin, and no provision for inventory write-downs was made [7] Group 3: Strategic Initiatives - The company is actively pursuing transformation and upgrading, focusing on real estate development and operational management capabilities [7] - It is exploring new growth drivers through capital instruments such as REITs and has successfully launched a public REIT for logistics assets [7] - The company has invested in China Nuclear Technology to expand into the renewable energy sector and is involved in the establishment of industrial park Pre-REITs acquisition funds [7] Group 4: Market Position and Logistics - The average warehouse utilization rate for Baowan Logistics in 2024 was 88.7%, outperforming peers and maintaining competitive strength [5] - The company is committed to enhancing its market value through operational optimization, shareholder returns, and investor relations management [6]

Group 1 - The article emphasizes the importance of "precision" in manufacturing, highlighting that mastering precision is key to technological competitiveness [2][3] - New quality productivity represents a profound transformation from quantitative to qualitative changes, requiring faster speeds and updated fields while focusing on meticulous technological refinement [1][3] - The semiconductor industry showcases advancements in chip technology, with transistor density increasing significantly from 14nm to 3nm processes, demonstrating the industry's push for higher precision [1][2] Group 2 - China is making strides in fine-tuned innovation across various industries, such as the photovoltaic sector, where Longi Green Energy's adoption of diamond wire cutting technology has drastically reduced costs and improved efficiency [3][5] - In the battery industry, CATL implements over 6,800 quality control points in its production process, ensuring rigorous testing and data tracking for each battery cell [3][5] - The logistics sector is also innovating, with Cainiao's automated warehouse in Guangzhou achieving double the storage efficiency and ten times the outbound efficiency compared to traditional warehouses [3][5] Group 3 - The configuration of resources is becoming more refined, as seen in the Suzhou Industrial Park, which integrates education, technology, and talent to enhance new quality productivity [4][5] - The development of new quality productivity is described as a micro-level revolution, emphasizing the need to embed precision into every aspect of industrial innovation to transition from a follower to a leader in global competition [5]

Group 1 - The eighth "Choose France" international business summit attracted a record investment of 20 billion euros, held at the Palace of Versailles [1] - The summit aims to attract investment and create jobs, with this year's theme being "France, the Country of Creativity," featuring over 200 international business leaders [1] - More than 50 investment projects were announced, covering sectors such as artificial intelligence, transportation, and green energy [1] Group 2 - Prologis is investing 6.4 billion euros to build data centers and warehouses in France [1] - MSC Cruises ordered two cruise ships from a shipyard in Saint-Nazaire, costing 3.5 billion euros [1] - Circ is investing 450 million euros to establish its first world-class textile chemicals recycling plant in France, expected to create 200 jobs [1] - Amazon is investing 300 million euros to expand its operations in France, primarily in warehouse construction, expected to create 1,500 jobs [1] - Some projects are part of the 109 billion euros investment announced during the AI Action Summit in February, involving large investment funds and companies from the UAE, the US, and Canada [1] Group 3 - Macron held roundtable discussions with South Korean business leaders on artificial intelligence and energy transition [2] - He met with executives from BYD, Carlos Slim, and the Qiddiya Investment Fund from Saudi Arabia [2]

Core Viewpoint - The company, Zhuhai Hengji Daxin International Chemical Storage Co., Ltd., has announced its 2024 annual profit distribution plan, which includes a cash dividend of 0.20 RMB per 10 shares for all shareholders, excluding repurchased shares [1][2][5]. Summary by Sections Equity Distribution Plan - The company will distribute a cash dividend of 0.20 RMB per 10 shares based on a total share count of 403,443,100 shares after excluding 1,556,900 repurchased shares [2][3]. - The total cash dividend amount is calculated to be 8,068,862 RMB [1]. Taxation Details - Different tax rates will apply for individual shareholders based on their holding periods, with specific amounts for different durations outlined [3]. - For shares held for less than one month, a tax of 0.04 RMB per 10 shares will be due; for shares held between one month and one year, the tax will be 0.02 RMB per 10 shares; and no tax will be due for shares held for over one year [3]. Key Dates - The equity registration date for the distribution is set for May 26, 2025, and the ex-dividend date will follow [4]. - Cash dividends will be directly credited to shareholders' accounts on May 27, 2025 [4]. Additional Information - The company assures that the total share capital will remain unchanged during the distribution period, and any changes prior to the distribution will lead to adjustments in the cash dividend total while maintaining the distribution ratio [5].

Group 1: Xiaomi's Response to SU7 Incident - Xiaomi's first car, SU7, was involved in a serious collision and fire incident, resulting in three fatalities, with the specific cause yet to be disclosed [4] - The incident has led Xiaomi to recognize the heightened public expectations regarding safety and responsibility, emphasizing the company's commitment to industry leadership [4] - Lei Jun's public remarks reflect Xiaomi's serious approach to automotive safety issues and a determination for self-improvement, indicating potential enhancements in future safety performance [4] - The short-term negative impact of the incident is significant, necessitating ongoing monitoring of Xiaomi's automotive safety improvements, market feedback, and sales performance to assess the long-term effects on the brand and business growth [4] Group 2: Automotive Parts Sector Trends - The automotive parts sector is entering a new valuation reconstruction cycle driven by multiple policies and technological themes, with a focus on companies that integrate "robotics + smart vehicles" [3] - Companies that can expand into a second growth curve and demonstrate actual delivery capabilities and order validation are particularly favored [3] - The new mandatory standards for light vehicle automatic emergency braking systems (AEBS) are expected to significantly increase the installation rate of AEBS [5] Group 3: Citigroup's Investment Strategy - In Q1, Citigroup significantly increased its holdings in Nvidia (+48%), Apple (+62%), and Microsoft (+76%), collectively accounting for nearly 8% of its investment portfolio, reflecting a strong bullish outlook on the tech sector driven by AI [6] - Citigroup is also heavily invested in SPDR Gold ETF call options and long-term U.S. Treasury ETF call options, indicating a strategy to hedge against macroeconomic risks such as inflation and interest rate changes [7] - Notably, Citigroup has increased its position in Nasdaq 100 put options by over 300%, with a market value of $12 billion, representing 6.12% of its total assets, highlighting a strategy to hedge against potential systemic risks, particularly in overvalued tech stocks [7] Group 4: Walmart's Pricing Strategy - Walmart's CFO announced plans to raise prices on various products starting in late May, particularly in toys, electronics, and grocery items, with June expected to be the peak for price increases [8] - This strategy may attract middle- and low-income consumers amid high inflation and weak consumption, potentially increasing Walmart's market share in grocery and essential goods, although it may pressure profit margins [8] - The consumer sentiment shows a shift, with some large items like cars experiencing a "pre-purchase wave," while other categories are seeing a wait-and-see attitude, indicating inflation expectations are significantly influencing consumer decision-making [8] Group 5: WuXi Biologics' Strategic Shift - WuXi Biologics announced the sale of its biopharmaceutical manufacturing facility in Leverkusen, Germany, for €150 million (approximately 1.21 billion RMB) to Japan's Terumo [5] - The company is reallocating resources to a large CRDMO center in Singapore, with a total investment of $1.4 billion and a planned capacity of 120,000 liters, which will become Singapore's first end-to-end biopharmaceutical service platform [5] - This restructuring reflects confidence in optimizing the Southeast Asian supply chain, policy stability, and nearshore service capabilities for global clients, while also reducing exposure to policy risks in the European and American markets [5] - The sale of the German facility allows WuXi to free up management and capital resources, transitioning to a new large integrated platform that enhances end-to-end service efficiency and client integration capabilities [5]

Market Overview - The major stock indices in Shanghai and Shenzhen opened lower on May 16, with the Shanghai Composite Index experiencing a decline after initial fluctuations, while the Shenzhen Component and ChiNext indices showed wider fluctuations after filling gaps [1] - The Shanghai Composite Index closed at 3367.46 points, down 0.40%, with a trading volume of approximately 435.6 billion yuan; the Shenzhen Component closed at 10179.60 points, down 0.07%, with a trading volume of about 653.9 billion yuan; the ChiNext Index closed at 2039.45 points, down 0.19%, with a trading volume of around 298.5 billion yuan [1] Sector Performance - The PEEK materials sector and controllable nuclear fusion sector saw significant gains in the morning session, although the gains narrowed during the day, remaining among the top performers [1] - Other sectors that experienced notable increases included COVID-19 drug concepts, automotive parts, integrated die-casting, and cultivated diamonds, while sectors such as chemical fibers, warehousing logistics, and seed industry faced larger declines [1] Institutional Insights - According to Jifeng Investment Advisory, the A-share market is gradually finding a bottom with medium to long-term investment opportunities, driven by a series of counter-cyclical adjustment policies [2] - Guoyuan Securities noted that the "618" shopping festival has seen a shift in pre-sale periods, with platforms like Tmall and JD.com simplifying mechanisms and increasing subsidies, leading to strong performances from domestic products [2] - Guojin Securities highlighted that financial technology companies are actively seeking growth points in areas such as AI and overseas expansion, with a positive outlook for C-end stock trading software companies as market activity remains robust [2] Policy Developments - The Ministry of Commerce held a meeting on May 15 to promote the optimization of the departure tax refund policy, emphasizing its role in boosting consumption and responding to external shocks [3] - The State-owned Assets Supervision and Administration Commission (SASAC) announced a meeting to discuss further deepening the reform of state-owned enterprises, focusing on high-quality completion of reform actions by 2025 [4]

Group 1 - Hangzhou is focusing on major projects and enterprises to stimulate economic growth, with 169 provincial "thousand projects, trillion" projects completing an investment of 21.2 billion yuan in Q1 [2] - The city achieved an 86% commencement rate for new projects, exceeding the quarterly targets of 50% and 80% for Q1 and Q2 respectively, ranking first in the province [2] - Major projects are being launched to enhance the city's economic development, showcasing a commitment to high-quality growth [2] Group 2 - The "Pingjiu Dual-use" East Suburb Warehousing and Distribution Center project has a total investment of approximately 1.2 billion yuan and is expected to be completed by 2026, with 53% of construction progress achieved [3] - Several significant industrial projects, including the headquarters of Xinjian Transmission and the advanced testing base for semiconductor integrated circuits, are underway, contributing to the city's economic momentum [3] Group 3 - In Q1, 27 projects with a total investment of 29.05 billion yuan were launched, with an annual planned investment of 4.14 billion yuan [4] - The projects include the South Lake Technology Achievement Transformation project and the Zhejiang Intelligent Perception Technology Innovation Center, reflecting strong leadership in project execution [5] Group 4 - The city is enhancing project approval efficiency, achieving an 85% improvement in approval speed and a 60% acceleration in project advancement through streamlined processes [6] - The Global New Materials Asia-Pacific Headquarters project received its construction permit in just 22 days, demonstrating the city's commitment to efficient project facilitation [6] Group 5 - The Yuko Tire Intelligent Factory project was initiated within six months, while the Muxing Technology UAV project received all necessary permits in just 12 working days, showcasing improved government service quality [7] - In Q1, project investment grew by 5.7%, with infrastructure investment increasing by 6.7%, indicating a robust investment climate [7]

将投中网设为"星标⭐"，第一时间收获最新推送 不动产投资进入新发展阶段。 来源丨 投中网 黄金三角：专业投资 + 优质资产 + 长期资本 京东鼎晖物流资产包交易的独特之处在于构建了" 鼎晖 - 京东 - 险资" 这一黄金组合。 保险资金在不动产领域的战略性布局再获市场认可 —— 由 中邮保险 等头部险资机构作为主要 LP 投资的" 京东鼎晖物流资产包" ，日前获得 " 投中 2024 年度中国不动产产业最佳投资案例 TOP3" 。该奖项的获得，不仅凸显了仓储物流作为 抗周期资产 的独特优势，更反映了在 长期低利 率 + 资产荒 双重压力下，险资对 高韧性新基建资产 的配置升级。 值得关注的是，鼎晖不动产投资于 2024 年第四季度 官宣完成了对京东产发旗下约 100 万平方米 优质仓储物流资产的收购，这笔里程碑式交易， 以 50 亿元 总规模问鼎年度物 流地产收购案榜 首。 王嵋表示： " 鼎晖投资仓储物流，看重的不仅是硬件设施，更是其服务实体经济的作用。鼎晖不动 产与京东产发、德邦物流等形成的良好合作将推动物流行业向更规范、更高效的方向发展。" 鼎晖投资是国内首批获得不动产私募基金试点资格的机构，在国内接连 ...