历经二十一载岁月沉淀，新财富金牌董秘评选已成为中国资本市场极具权威性与公信力的标杆评选，不仅见证 了中国资本市场蓬勃发展的壮阔征程，更以专业视角镌刻下时代变革的深刻印记。金牌董秘群体凭借卓越的专 业素养与创新实践能力，持续优化上市公司治理、深化投资者关系管理，已然成为推动中国资本市场向高质量 发展迈进的一股重要力量。 值此新财富董秘评选二十一周年之际，诚邀历届金牌董秘，分享企业战略、发展历程与职业经验，以实战洞见 解构资本风云，共探行业发展逻辑。 0 1 筑牢高质量发展基石 赋能企业价值提升 东浩兰生会展集团股份有限公司（600826.SH，兰生股份）隶属于东浩兰生集团，是产业经营和资本 运作相结合的综合型国有控股上市公司，汇集会展业"展、会、赛、馆"全产业链资源，聚焦会展赛组 织、展馆运营、全产业链服务三大业务板块。公司凭借丰富的行业经验积极服务国家战略和城市发 展，常年主承办诸多重要展览、会议和赛事项目，例如中国国际工业博览会、世界人工智能大会、上 海马拉松等。 张荣健，现任兰生股份职工董事、副总裁、董事会秘书，率领团队在公司治理、资本运作、市值管 理、信息披露、投资者关系管理等方面做了大量行之有效的工作 ...

Group 1 - The fourth Southeast Exhibition City Cooperation and Development Conference will be held from May 28 to 30 in Fuzhou, focusing on the theme "Tide Rising in the Southeast, Gathering in Fuzhou" [1] - The conference features an innovative "1+1+9" activity system, including one opening ceremony and main forum, one cultural promotion event, and nine specialized sub-forums covering hot topics in the exhibition industry [1] - The event aims to gather over 300 industry elites, including representatives from international organizations and leading enterprises, to explore new paths for high-quality development of the exhibition economy [1][2] Group 2 - The conference will host various forums, such as the "Eighth Academic Salon on Exhibition and Cultural Activities," focusing on scene economy and event upgrades, and the "Forum on High-Quality International Development of China's Exhibition Industry," emphasizing digitalization and green transformation [2] - The "Exhibition Industry AI Application Workshop" will address the practical application of AI technology in the exhibition sector, while the "Cross-Strait Exhibition Standardization Forum" will discuss standardization and intellectual property conversion between Fujian and Taiwan [2] - Fuzhou aims to leverage its exhibition industry to connect the Southeast coastal economic belt, promoting a new development pattern of "exhibitions driving production and cities" [2]

出海办展不是"说走就走的旅行"。企业走向国际市场，面临关税、贸易政策等错综复杂的因素。为更好 应对外部风险挑战，厦门已在展会出海领域展开一系列创新探索，依托"政府搭台、企业唱戏"的联动机 制，发挥"海丝"优势深耕东盟市场，借力金砖平台拓展国际合作。上好出海前的"基础课"，会展企业在 国际舞台上才更有底气。 从出海动向上看，目前各个行业尤其是新能源、消费电子、医疗系统等新兴行业，不再只满足于产品出 海，而是转为产业链、供应链出海。"借展出海"不仅帮助行业企业直接面对海外客户，提升品牌知名度 和产品曝光度，还能让企业深入了解目的国的市场需求，为产品开发和市场策略调整提供有力支持。 300余家采购商携数百个展会项目前来寻求合作，境内外近40个城市的行业主管部门、行业协会、行业 龙头企业的代表参加，11个重量级会展项目签约落地……近期，在福建举行的第八届厦门会展周，围绕 会展营商环境建设、中国展览出海等议题展开探讨，中国展览企业应如何把握市场成为与会嘉宾关注的 焦点。 当前，全球形势复杂多变，经济全球化与逆全球化激烈博弈。作为对外开放的重要窗口和经贸发展的晴 雨表，会展业在新的发展环境下更要发挥作用、彰显担当。我国会 ...

Group 1 - The Shougang Group is transforming facilities for the 2025 Service Trade Fair, including converting the second layer of the No. 4 blast furnace into a summit venue and the second cooling fan room into a press center [1] - The Shougang Park has hosted the Service Trade Fair since 2021, attracting over 1.2 million visitors across four sessions, and has developed a unique exhibition landscape with various facilities repurposed for events [3] - The park currently houses 941 enterprises, with 683 being industrial companies, representing 73% of the total, and has an annual output value of 73 billion yuan, aiming to reach a trillion-level technology innovation industry cluster [3] Group 2 - Future plans for Shougang Park include developing an international exhibition town and integrating the Service Trade Fair with new industries and business models, contributing to Beijing's international technology innovation center [4] - The park has become a permanent venue for various events, including the Service Trade Fair and other themed activities, with total visitor numbers exceeding 31 million and generating approximately 580 million yuan in sales [3][4]

Core Points - The National Conference Center Phase II officially commenced operations on May 13, 2023, during the fourth ministerial meeting of the China-Latin America and Caribbean Countries Community Forum, enhancing Beijing's service capabilities [2][8][50] - The center aims to support the construction of an international exchange center and promote the development of Beijing's exhibition industry [9][50] - The architectural design integrates traditional Chinese cultural elements with modern aesthetics, featuring a glass curtain wall symbolizing "flocks of birds" and a steel structure resembling "the soaring Kunpeng" [9][50] Facility Overview - The total construction area of the National Conference Center Phase II is approximately 780,000 square meters, including an 8,000 square meter column-free hall and a 20,000 square meter single-layer exhibition hall [3][15] - The facility can accommodate various events with capacities ranging from 30 to 50,000 attendees, supported by nearly 100 multifunctional meeting rooms equipped with sound systems [3][15] - A central kitchen of 6,000 square meters and a 3,000 square meter production kitchen can serve over 10,000 diners simultaneously [3][15] Technological Integration - The venue features a smart operation center that utilizes a one-stop service system, a metaverse viewing system, and smart virtual table arrangement technology to enhance event preparation efficiency and attendee experience [3][15] - The center has implemented a comprehensive digital innovation platform to streamline operations and improve service delivery [3][15] Event Management and Support - The National Conference Center provided tailored service support for the China-Latin America Forum, including a dedicated team of 182 personnel trained in various service aspects [10][21] - Prior to the event, the support team conducted 273 specialized checks and 19 emergency drills to ensure operational readiness [10][21] Economic Impact - The opening of Phase II is expected to accelerate the "multiplier effect" of the exhibition economy, creating a business ecosystem with nearby 5A office buildings and hotels [5][11] - The "exhibition + X" integration model aims to attract increased flows of people, logistics, capital, and information, positioning the center as a new engine for regional economic growth [5][11] - The establishment of the Beijing Asia-Ocean Business Circle New Consumption Innovation Alliance will promote resource sharing and collaboration across nine consumption scenarios, enhancing the overall economic landscape [5][11]

Core Insights - The global exhibition industry is recovering rapidly, with China emerging as a significant growth market for international exhibition giants [1][4] - GL events, a French integrated exhibition company, views China not only as a key market but also as a hub for technology and innovation [1] - The Chinese exhibition industry is characterized by a high degree of professionalism and is increasingly eliminating low-value activities in favor of high-value, specialized events [4] Industry Overview - According to the "China Exhibition Economic Development Report 2024," a total of 3,844 trade exhibitions will be held in China in 2024, covering an exhibition area of 155 million square meters, representing a year-on-year growth of 10.1% [4] - The rapid expansion of the market presents vast opportunities for foreign exhibition companies [4] Technological Integration - The Chinese exhibition industry is becoming a typical scenario for the accelerated implementation of the digital economy, with advanced technologies such as the internet, big data, artificial intelligence, and virtual reality deeply integrated into all aspects of exhibition planning and operations [5] - The industry is equipped with many efficient high-tech tools and solutions that can be replicated in other markets [5] Sustainability Initiatives - The concept of green and low-carbon exhibitions is gaining traction, with a focus on sustainable practices in venue construction, operations, catering, and logistics [6] - GL events is committed to providing advanced, creative, and market-demand-driven green technologies to support low-carbon development in the exhibition industry [6] Future Outlook - Collaboration is seen as a key driver for sustainable development in the industry, with GL events expressing confidence in the future of the Chinese market and a commitment to deepening existing business while seeking new cooperation opportunities [8] - The company maintains close cooperation with Chinese government agencies and enterprises, with plans to further expand and diversify these partnerships [8]

一季度十一区经济数据中最大的意外来自越秀，截至目前越秀区官方迟迟未公布最新的数据，而南都记 者通过计算得出（全市GDP减去其他十区GDP）其一季度GDP为933.12亿，明显低于去年一季度的 1022.36亿，出现了罕见的负增长。 越秀负增长背后：全社会用电量同比下滑 | 区域 | GDP 总量 | GDP 增速 | GDP 排名 | | --- | --- | --- | --- | | 全市 | 7532.51 亿 | 3.0% | 无 | | 天河 | 1842.77 亿 | 3.2% | 1 | | 黄埔 | 960.59 亿 | 3.1% | 2 | | 越秀 | 933.12 亿 | 去年同期为 1022.36 亿 | 3 | | 海珠 | 797.59 亿 | 5.0% | 4 | | 白云 | 750.46 亿 | 3.7% | 5 | | 番禺 | 636.53 亿 | 2.1% | 6 | | 南沙 | 519.57 亿 | 4.0% | 7 | | 花都 | 376.30 亿 | 2.5% | 8 | | 增城 | 306.00 亿 | 3.6% | 9 | | 荔湾 | 300.80 ...

Core Viewpoint - The company, Miao Exhibition (300795), reported a decline in revenue and net profit for 2024, while emphasizing its strategic focus on digital transformation and international market expansion, particularly in the context of the global exhibition industry recovery post-pandemic [2][8]. Financial Performance - For the fiscal year 2024, the company achieved an operating income of 751 million yuan and a net profit of 163 million yuan [2]. - In Q1 2025, the company reported a significant decline in revenue to 17.27 million yuan, down 77.32% year-on-year, and a net loss of 36.79 million yuan [14]. Industry Trends - The global exhibition market is showing signs of recovery, with a 16% increase in revenue compared to 2019 levels, indicating a full recovery and growth beyond pre-pandemic figures [3][7]. - The company noted a shift in the outbound exhibition landscape, with a growing emphasis on investment-driven market expansion rather than solely trade [2][7]. Competitive Advantages - The company has established a leading position in digital exhibition capabilities, leveraging AI and big data to enhance customer engagement and operational efficiency [4][5]. - It possesses a unique overseas self-organized exhibition platform, which is crucial for promoting Chinese brands in international markets [4][5]. Strategic Focus - The company is concentrating on three main areas: Miao Exhibition, Miao Technology, and Miao Investment, with a strong emphasis on upgrading the exhibition segment through digitalization and specialization [5][8]. - The strategic shift from general exhibitions to specialized exhibitions is aimed at enhancing the quality and effectiveness of its offerings [8][12]. Market Expansion - The company is actively expanding its presence in emerging markets, particularly along the Belt and Road Initiative, BRICS countries, and RCEP regions, which are seen as key growth drivers [7][12]. - In 2024, the company successfully hosted 14 exhibitions across nine countries, attracting over 7,500 participating enterprises [8][12]. Future Outlook - The company anticipates that the exhibition industry will continue to evolve towards greater integration of technology, internationalization, and sustainability, with a focus on customized exhibition solutions [7][8]. - The ongoing geopolitical tensions and changes in trade policies are prompting the company to diversify its market strategies and reduce reliance on the U.S. market [6][7].

Financial Performance - In 2024, the company achieved operating revenue of 751.36 million RMB, a decrease of 10.01% year-on-year [11] - The net profit attributable to shareholders was 155.17 million RMB, down 17.55% compared to the previous year [11] - The basic earnings per share were 0.68 RMB, with a weighted average return on equity of 24.39% [11] Market Trends and Strategic Insights - The global exhibition market is recovering, with average revenue in 2024 increasing by 16% compared to 2019 [5][9] - The number of institutions organizing exhibitions abroad in China rose to 53 in 2024, a 43.24% increase from the previous year [3] - The company’s revenue growth from 2019 to 2024 was 76%, significantly outperforming the global exhibition industry [5] Competitive Advantages - The company has a leading position in digital exhibition transformation, leveraging AI and big data for enhanced marketing and customer engagement [5] - It operates the only global self-organized exhibition platform in China, enhancing its brand influence internationally [5] - The company has established a strong overseas support system with over 100 employees in various countries, enhancing its competitive edge [5] Business Development Strategy - The company focuses on three main sectors: exhibition services, technology, and investment, with a strategic emphasis on upgrading the exhibition segment [6][7] - It has transitioned from general exhibitions to specialized exhibitions, enhancing its service offerings and operational efficiency [11] - The company is actively expanding into emerging markets, particularly along the "Belt and Road" initiative, BRICS countries, and RCEP [16] Future Outlook and Challenges - The company anticipates challenges from geopolitical tensions and changing trade policies, particularly from the new U.S. government [9] - It plans to diversify its market presence to reduce reliance on the U.S. market, focusing on new growth opportunities in emerging markets [9] - The exhibition industry is expected to evolve towards more technology-driven, sustainable, and integrated solutions [9] Shareholder Returns and Policies - The company has a stable cash dividend policy, with plans to distribute 3.50 RMB per share to shareholders [17] - It has consistently implemented capital reserve transfers to increase share capital over the past three years [4]

Core Viewpoint - The Ministry of Commerce is committed to supporting the development of Macau's exhibition industry and promoting moderate economic diversification, aligning with national development strategies under the CEPA framework [1][2]. Group 1: Support for Macau's Exhibition Industry - The exhibition industry in Macau is showing a strong recovery, with the number of exhibition activities increasing by over 30% last year [2]. - The Ministry of Commerce will continue to implement central government decisions and expand the opening of service sectors to Macau, encouraging the local industry to utilize preferential policies in the exhibition sector [2][3]. Group 2: Cooperation and Integration - There will be a deepening of cooperation between mainland China and Macau, with efforts to implement CEPA agreements and expand service trade openings [2]. - The Ministry aims to enhance Macau's role as a platform for China and Portuguese-speaking countries, promoting trade cooperation and increasing Macau's international influence and competitiveness [2]. Group 3: Regional Development Initiatives - The Ministry will support the construction of the Guangdong-Hong Kong-Macau Greater Bay Area and the Hengqin Guangdong-Macau Deep Cooperation Zone, fostering industrial collaboration between Macau and the region [2]. - Efforts will be made to effectively integrate resources for the exhibition industry, promoting cross-border cooperation between Macau and neighboring regions [3]. Group 4: Infrastructure Forum Support - The Ministry will continue to play a guiding role in the Infrastructure Forum, supporting its sustainable development [4].