在完善防洪安全保障体系方面，我省将持续整治河道堤防，全面完成辽河干流防洪提升工程建设， 实现辽河干流全线防洪达标。治理中小河流20条286公里。 加快病险水库水闸除险加固，完成葠窝水库除险加固主体工程建设，实现下闸蓄水；实施1座中型 水库、23座小型水库和19座水闸除险加固工程。完成61条小流域山洪灾害"四预"能力项目建设，新建 505个山洪灾害自动监测站点，在55个山洪灾害防治县安装5500套预警终端设备。 与此同时，我省水利部门结合"十五五"水利规划编制工作方案，开展重大项目规划、筛选和储备。 目前，正指导各地加快推进16类658个项目前期工作，涉及总投资1489亿元，已批复项目396个，投资 242亿元。 在我省中南部供水二期二步工程一处施工现场，大型吊机将输水管吊装进预挖的沟渠中，工人有序 跟进水管焊接。为加快工程进度，施工方加大设备和人员投入，高峰时上百台套设备、数百人同时作 业。这是我省加快水利建设的生动场景之一。 7月11日，记者从省水利厅获悉，我省上半年落实水利投资158.3亿元，完成投资98.3亿元。辽河干 流防洪提升、中小河流治理、小流域综合治理、农村供水、水毁修复等工程均加快推进，完成节 ...

眼下，正值高校毕业季。今年，我国应届高校毕业生规模达到1222万人，再创历史新高。面对稳就业重 任，中央至地方密集出台稳岗扩岗政策，释放积极信号。各地区、各部门快速响应，通过央企扩招、民 企补贴、职业培训扩容等联动机制，全力打通政策落地"最后一公里"，为毕业生铺就多元就业通道。 日前，国务院办公厅印发《关于进一步加大稳就业政策支持力度的通知》（下称《通知》），从7个方 面提出19条政策举措，将稳就业、稳企业、稳市场、稳预期紧密结合，以就业之稳锚定发展之稳。 浙大城市学院副教授、文化创意研究所秘书长林先平在接受《华夏时报》记者采访时表示，本次《通 知》最核心的稳就业政策包括支持企业稳定岗位、激励企业扩岗吸纳就业、加强技能培训和优化就业服 务等。创新点在于将稳就业与稳企业、稳市场、稳预期紧密结合，形成系统性政策框架；同时强调技能 培训与市场需求精准对接，提升就业匹配效率。 加大职业培训力度 为激活就业市场，相关部门正加大失业人员等重点群体的职业技能培训力度。旨在提升失业人员技能水 平，助其重返职场，有效释放市场活力。 受此利好消息影响，中国春来（01969.HK）7月8日涨18.82%，创近期新高；粉笔（2469 ...

Core Viewpoint - China Railway Construction Bridge Bureau Group is leveraging technological innovation to enhance urban rail construction, focusing on smart construction methods and real-time monitoring to ensure project quality and safety [1][5][6]. Group 1: Technological Innovations - The company has developed a smart monitoring platform that enables real-time tracking of construction processes, enhancing safety and efficiency in urban rail projects [5][6]. - The introduction of advanced construction techniques, such as the use of rectangular pipe jacking machines, has allowed the company to tackle complex geological conditions effectively [4]. - The implementation of a "dynamic monitoring + micro-disturbance control" construction method has been pivotal in overcoming challenges in urban rail construction, particularly in sensitive areas [2][3]. Group 2: Project Achievements - The company has successfully completed multiple significant projects, including the Beijing Subway Line 13 and Line 4, which have set benchmarks for urban rail construction in China [2][3]. - The completion of the Beijing Subway Line 6 vehicle depot, recognized for its comprehensive functionality, showcases the company's capability in delivering high-quality infrastructure [3]. - The company has also made strides in the Tianjin metro projects, adapting to local geological challenges and ensuring project safety through innovative techniques [3][4]. Group 3: Future Directions - The company aims to further enhance its digital and intelligent construction capabilities, focusing on areas such as robotics and autonomous operations to drive future growth [6]. - By establishing a three-tiered management system, the company is enhancing its operational efficiency and safety measures across various projects [6]. - The integration of big data and smart technologies is expected to revolutionize urban rail construction management, leading to improved project outcomes [5][6].

Summary of Key Points Core Viewpoint - Beijing Keri Group Co., Ltd. has approved guarantees for its wholly-owned subsidiary, Gu'an Keri New Energy Technology Co., Ltd., for a distributed photovoltaic power generation project loan and for Hunan Changda Transmission and Transformation Construction Co., Ltd. for a project performance guarantee [1][2][6]. Guarantee Overview - The company will provide a joint liability guarantee for Gu'an Keri's loan for the cloud valley (Gu'an) technology company's distributed photovoltaic power generation project, with a guarantee amount not exceeding RMB 13.6 million, valid for 9 years from the board's approval date [1][2]. - A performance guarantee of up to RMB 780,000 will be provided for Hunan Changda's project, with a guarantee period of 6 months after the completion of the main debt obligations [2][4]. Financial Details - The total assets of Gu'an Keri as of June 30, 2025, are RMB 9,369.51 million, with total liabilities of RMB 6,301.83 million, resulting in net assets of RMB 3,019.43 million [3][4]. - Hunan Changda's total assets as of March 31, 2025, are RMB 9,078.79 million, with total liabilities of RMB 7,663.14 million, resulting in net assets of RMB 2,887.39 million [4][5]. Board's Opinion - The board believes that the guarantees are necessary to support the operational development of Gu'an Keri and that the financial risks are manageable, ensuring that the interests of the listed company and all shareholders are not compromised [6][8]. - The board has authorized the chairman or designated personnel to handle the guarantee matters and sign relevant contracts with financial institutions [6][8]. Compliance and Oversight - The guarantees comply with the Company Law and relevant regulations, and there are no overdue guarantee issues as of the resolution date, with the total external guarantees amounting to RMB 58.96 million, which is 3.49% of the latest audited net assets [7][8].

证券代码：002135 证券简称：东南网架 公告编号：2025-053 债券代码：127103 债券简称：东南转债 浙江东南网架股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本期业绩预计情况 （一）业绩预告期间：2025 年 1 月 1 日至 2025 年 6 月 30 日 （二）业绩预告情况：预计净利润为正值且属于下列情形之一 ?扭亏为盈 ?同向上升 √同向下降 项 目 本报告期 上年同期（注） 盈利：3,900 万元–5,700 万元 归属于上市公司 二、与会计师事务所沟通情况 本次业绩预告相关数据是公司财务部门初步测算的结果，未经注册会计师预 审计。公司已就业绩预告有关事项与会计师事务所进行了预沟通，双方在本次业 绩预告方面不存在分歧。 股东的净利润 比上年同期下降：55.75% - 69.73% 盈利：2,100 万元–3,900 万元 扣除非经常性损 盈利：10,725.51 万元 益后的净利润 比上年同期下降：63.64% - 80.42% 基本每股收益 盈利：0.03 元/股–0.05 元/股 盈利：0.11 元/股 注：20 ...

Core Viewpoint - The announcement details the progress of the "China Mobile (Ningxia Zhongwei) Data Center B Zone B01 and B02 Room EPC General Contracting" project, highlighting the signing of an internal agreement among the consortium members, which includes Shanghai Chengdi Xiangjiang Data Technology Co., Ltd.'s wholly-owned subsidiary, Xiangjiang System Engineering Co., Ltd. [2][3] Project Overview - The project is led by China State Construction Engineering Corporation (CSCEC) with a planned start date of April 30, 2025, and an expected completion date of July 30, 2025, totaling 92 calendar days for the construction period [2][3]. - The internal agreement specifies the roles and responsibilities of the consortium members, including CSCEC, Xiangjiang System, and Huaxin Consulting Design Research Institute [2][3]. Financial Details - The total project cost is approximately RMB 1.631 billion, which includes design fees of RMB 6.48 million, construction and installation fees of RMB 338.76 million, electromechanical construction fees of RMB 385.99 million, and equipment procurement fees of RMB 906.34 million [4]. Responsibilities and Work Breakdown - CSCEC is responsible for overall project management, including investment, quality, progress, and safety control, as well as coordinating with relevant parties [5][6]. - Xiangjiang System is tasked with the electromechanical aspects, including procurement, installation, and testing, ensuring compliance with data center construction standards [7][8]. - Huaxin Consulting is responsible for the design work, including planning and construction design for the data center buildings [9][10]. Impact on Company - The signing of the internal agreement is expected to have a positive impact on the company's future revenue, although the exact financial implications will be determined by actual audit results [11][12].

Group 1 - The company ST Baili announced the cancellation of other risk warnings and the stock name change to "Baili Technology" effective July 15, 2025 [2] - Following the removal of risk warnings, the daily price fluctuation limit for the company's stock will increase from 5% to 10% [2] - As of July 11, 2025, ST Baili's stock price was reported at 5.98 yuan per share, with a total market capitalization of 2.9 billion yuan [8] Group 2 - The company has completed the rectification of internal control deficiencies and has cleared non-operating fund occupation [4] - The internal control audit for 2024 received a standard unqualified opinion from Tianzhi International Accounting Firm, indicating improvements in internal controls [4] - The actual controller of ST Baili, Wang Hairong, has fully repaid the non-operating funds amounting to 192 million yuan and accrued interest of 9.5985 million yuan by December 31, 2024 [4] Group 3 - ST Baili faced regulatory penalties due to internal control issues, including failure to disclose non-operating fund occupation and significant omissions in financial reports [6] - The company was fined 4 million yuan, and its chairman Wang Hairong received a 600,000 yuan fine along with a three-year market ban [6] - For the fiscal year 2024, ST Baili reported a net profit attributable to shareholders of -401 million yuan, marking two consecutive years of losses [6][7] Group 4 - The company specializes in providing comprehensive solutions for smart factory construction in the energy and materials sectors, primarily serving the oil and gas, petrochemical, modern coal chemical, and new energy materials industries [7]

丨证券研究报告丨 行业研究丨点评报告丨机械 [Table_Title] 6 月挖机销量点评：内销重回增长通道，出口显 著提速 报告要点 [Table_Summary] 6 月我国挖掘机内销量同比增长 6.2%，继 5 月内销同比微幅下滑后重回增长通道；展望后续， 国内伴随更新周期上行、人工替代、电动化等因素，预计未来上行趋势明确。出口方面，6 月 挖机出口量同比增长 19.3%，环比 5 月明显提速，Q2 增速较 Q1 或有改善；中长期看，工程 机械出海增长具备持续性：1）伴随国产品牌全球竞争力提升，海外份额有望稳步抬升；2）新 兴市场景气或较好，同时欧美需求有望筑底回升。此外，头部主机厂持续推进内部管理优化、 降本提效等措施，叠加结构优化，板块盈利能力有望持续上行，持续看好工程机械板块性机会。 分析师及联系人 [Table_Author] 赵智勇 臧雄 曹小敏 王硕 SAC：S0490517110001 SAC：S0490518070005 SAC：S0490521050001 SFC：BRP550 SFC：BVO790 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.c ...

Core Viewpoint - The company has developed a draft for the 2025 Employee Stock Ownership Plan (ESOP) in compliance with relevant laws and regulations, ensuring it aligns with the guidelines set forth by the regulatory authorities [1][2]. Summary by Sections Compliance with Regulations - The company confirms that there are no prohibitive circumstances under the relevant laws and regulations for implementing the ESOP [1]. - The content of the ESOP aligns with the guidelines and regulations stipulated in the relevant legal documents [1][2]. Governance and Procedures - The plan has been approved with the avoidance of conflicts of interest, as related directors and supervisors have recused themselves from voting, ensuring the process is legal and effective [1]. - There are no forced participation methods such as compulsory allocation for employees in this ESOP [1]. Eligibility and Financial Support - The designated participants of the ESOP meet the eligibility criteria outlined in the relevant guidelines, ensuring their qualifications are legitimate and valid [2]. - The company does not have any plans to provide loans, guarantees, or other financial assistance to the participants of the ESOP [2]. Benefits of the ESOP - The ESOP is expected to enhance the company's governance, improve the compensation and incentive mechanisms, and motivate employees, contributing to the long-term sustainable development of the company [2].

Core Viewpoint - The company’s remuneration and assessment committee has reviewed the 2025 employee stock ownership plan, concluding that it will not harm the interests of the company or its shareholders, particularly minority shareholders, and aligns with the company's long-term development needs [1][2]. Summary by Relevant Sections - The committee confirmed that the decision-making process for the employee stock ownership plan is legal and effective, ensuring no harm to the company or shareholders, and that participation is not forced [1]. - The plan meets the eligibility criteria set forth in relevant regulations, ensuring that the participants are legally qualified [1]. - The implementation of the employee stock ownership plan is expected to enhance employee cohesion and company competitiveness, aligning the interests of management and shareholders, thereby improving management efficiency and responsibility, which is beneficial for the company's sustainable development and strategic goals [1].