Core Viewpoint - The company plans to transfer a 40% stake in its subsidiary Hubei Jiansheng Engineering Technology Consulting Co., Ltd. through a public listing, with uncertainties regarding the buyer and transaction price, which may impact the company's financial status positively after the completion of the transaction [1][2]. Group 1: Transaction Details - The company previously attempted to transfer the same stake based on an evaluation report dated August 31, 2023, but the transaction did not succeed [2]. - The recent evaluation indicates a 31% decrease in the total equity value of Hubei Jiansheng, primarily due to the decline in the value of its properties and the net assets of its wholly-owned subsidiaries [2]. - The total asset value of Hubei Jiansheng is reported at 31.83 million, with total liabilities of 3.29 million, resulting in a net asset value of 28.54 million [2]. Group 2: Financial Impact - The evaluation report shows that the total equity value of Hubei Jiansheng is estimated at 49.99 million, reflecting a 75.15% appreciation compared to its net asset value [2]. - The company anticipates that the completion of this transaction will lead to a positive impact on its financial condition and operational results [3]. Group 3: Business Focus - The company's main business focuses on urban green development and green living public trust, enhancing its comprehensive service capabilities through technology and project services [3]. - In 2024, the company reported a revenue of 372 million, a year-on-year decrease of 11.83%, attributed to the delay in revenue recognition from newly developed businesses and a slowdown in revenue release from existing contracts [3]. - The revenue is primarily concentrated in the South and North China regions, accounting for 87.6% of the total, with urban planning, architectural design, and public trust services contributing 86.28% of the revenue [3].

资料显示，普利特成立于1999年10月，主营业务是高分子新材料产品及其复合材料，以及三元锂离子电 池、磷酸铁锂锂离子电池、钠离子电池及其系统等的研发、生产、销售和服务。 所属行业：基础化工–塑料–改性塑料 海通发展：上半年净利润预减60.78%–69.04% 芯动联科：上半年净利润预增144.46%-199.37% 7月4日晚，芯动联科（688582）发布2025年半年度业绩预告，预计上半年公司实现营业收入2.28亿元至 2.78亿元，同比增长66.04%-102.45%；预计归属于上市公司股东的净利润为1.38亿元至1.69亿元，同比 增长144.46%-199.37%。 资料显示，芯动联科成立于2012年7月，主营业务是高性能硅基MEMS惯性传感器的研发、测试与销 售。 所属行业：电子–半导体–模拟芯片设计 普利特：上半年净利润预增38.88%-66.65% 7月4日晚，普利特（002324）发布2025年半年度业绩预告，预计上半年公司实现归属于上市公司股东的 净利润2亿元至2.4亿元，同比增长38.88%-66.65%；预计扣除非经常性损益后的净利润为1.95亿元至2.32 亿元，同比增长49.77%- ...

中报窗口期开启 ， 价值兑现正当时 虽然基本面是价值的根基 ， 是 价格的中长期锚点，但市场情绪、政策催化等因素 又 常 常 主导短 期波动，导致投资者有时低估了基本面信息对股价的即时冲击力。例如，近期某公司发布中报利润高 增长 的 预告后，其股价应声而涨，清晰地印证了中报业绩对短期股价的显著影响力。 聚焦当下的中报披露期，正是基本面变化对股价产生短期显著影响的关键时刻。回顾过去两年，超 3400份中报业绩预告的数据提供了有力佐证：业绩预喜的公司，在预告发布后的5个交易日内，股 价表现持续领先大盘；相反，业绩下滑（如首亏、预减）的公司，其股价则持续落后于大盘。 因此，中报不仅是公司价值的试金石，更是短期内撬动股价的重要杠杆。投资者需高度重视这一窗口 期，从中报数据中捕捉公司价值变化带来的投资机会。 随着上半年交易收官，市场表现已成定局 ，万得全 A创出近5年最佳上半年涨幅。市场赚钱效应 也 吸引大量新股民跑步入场， 6月，A股市场新开户数达165万户，同比增长53%。 进入 7 月，上市公司中报披露窗口期正式开启，公司的真实价值将通过这份 "期中成绩单"得到展 现，基本面的变化将成为驱动未来一段时间股价变动的 ...

Group 1 - Beijing International Human Capital Group (FESCO) welcomed the delegation from Beijing Engineering Consulting Co., Ltd. (North Consulting Company) and expressed gratitude for their ongoing support [2] - North Consulting Company has nearly 40 years of experience in consulting services for major investment projects in Beijing, establishing a comprehensive engineering consulting business chain [3] - Both companies discussed topics such as business integration, legal compliance, market-oriented talent selection, and digital technology empowerment for business transformation, laying a solid foundation for future cooperation [3]

许柯指出，本届获奖企业，尤其是首批连续七年上榜的白金奖得主，用实践印证了卓越管理是应对不确 定性的核心引擎。据他观察，这些企业通过四大领域的综合创新实现突围：第一，产品持续突破与业务 模式创新重塑；第二，区域拓展突破及全球化资源整合；第三，管理方式突破与数字化管理赋能；第 四，合作模式突破与价值链生态协同。 BMC项目是德勤具有32年历史的全球项目，其网络已遍布世界近50个国家和地区，并于2018年落地中 国，至今已连续成功举办七届。本次评选历经6个月的闭门推荐、企业家访谈和专家调研，从企业战 略、能力、承诺以及财务实力四个领域进行综合评估。(完) 德勤中国华北及华西区主管合伙人王拓轩表示，当前，中国民营经济正处于动能转换与韧性提升的关键 时期。尽管面临复杂多变的外部环境挑战，一批批优秀民营企业正主动拥抱变革，以国家推动高质量发 展、加快发展新质生产力的战略导向，内化为自身转型升级的核心驱动力。 王拓轩说，本届BMC的评选结果，生动印证了优秀民企在压力下迸发出的强大活力与适应力。近期国 家层面持续释放支持民营经济发展壮大的强烈信号，各项优化营商环境、激发市场活力的政策措施正加 速落地。这为具备卓越管理基因的企 ...

Core Insights - The article emphasizes the increasing importance of ESG (Environmental, Social, and Governance) standards in measuring corporate sustainability, particularly in the context of China's rapid development in this area [1][2] Group 1: Policy Developments - In 2024, China will implement mandatory ESG information disclosure for over 450 listed companies, adopting a "double materiality" principle that has not been used by the ISSB [1] - The Ministry of Finance has released a draft for the "Corporate Sustainable Disclosure Standards - Basic Standards (Trial)" to align China's ESG standards with international norms [1][2] - By 2027, China aims to establish basic disclosure standards and climate-related disclosure standards, with a unified disclosure system expected by 2030 [2] Group 2: Government Initiatives - Strong administrative support from the Chinese government is identified as a key factor in advancing ESG governance, aligning with national modernization goals [2][3] - The government has achieved significant improvements in air quality in a fraction of the expected time, showcasing effective environmental governance [3] Group 3: Technological Empowerment - The integration of technology (ESG+T) is crucial for achieving ESG goals, enhancing resource and energy efficiency, and facilitating the transition to a low-carbon economy [3][4] - China is leading in renewable energy sectors such as solar, wind, and electric vehicles, positioning itself as a global leader in green technology [3][4] Group 4: Role of Hong Kong - Hong Kong is poised to play a vital role in China's ESG development as an international financial center, promoting adherence to ISSB standards among listed Chinese companies [4][5] - The synergy between Hong Kong's financial mechanisms and mainland policies is expected to enhance China's ESG efforts and set a global benchmark [5] Group 5: Overall Impact - China's ESG governance is characterized by a combination of administrative efficiency, technological innovation, and international collaboration, reshaping global sustainable development frameworks [5]

Group 1 - The core viewpoint emphasizes the importance of community engagement and the role of new employment groups in enhancing local governance and development in Hanzhong City [1][3][6] - Hanzhong City has established 399 "red stations" and "driver homes" to support new employment groups, providing services such as discounted meals and community integration [7] - The city has implemented various initiatives to improve the rights and interests of new employment groups, including organizing 41 events for recruitment, skills training, and legal consultation, achieving a satisfaction rate of over 99% [7] Group 2 - The establishment of party organizations in emerging sectors has been a focus, with 3,116 party and mass organizations formed, and a coverage rate of 88% for non-public enterprises and social organizations [3][5] - The "one integration, three leaderships, three competitions" approach has been adopted by companies like Shaanxi Ruitongda Engineering Cost Consulting Co., which has over 50% of its employees as party members, promoting a synergy between party work and business development [2][3] - Hanzhong City has initiated industry-specific party organizations, including seven city-level industry committees, to enhance the influence of party organizations in various sectors [5][6]

Core Viewpoint - The article emphasizes the critical phase of China's "15th Five-Year Plan" (2026-2030) as a window for strategic transformation for group enterprises amidst global industrial restructuring, technological breakthroughs, and carbon neutrality goals. It introduces an "Eight Battles" framework to address the complexities faced by these enterprises in navigating traditional business challenges while seizing opportunities in emerging industries [1][24]. Group 1: Strategic Challenges - Group enterprises must recognize the core trends during the "15th Five-Year Plan" amidst uncertainties, focusing on three overlapping shocks: geopolitical conflicts, accelerated technological transitions, and social structural changes [1]. - Despite the inability to predict macroeconomic trends accurately, enterprises can identify four certainty axes: continuation of globalization, economic center shifting eastward, deepening technological revolution, and endogenous economic growth in China [2][3][5]. Group 2: Strategic Positioning - Enterprises need to transform their strategic positioning from administrative control to value management, focusing on resource allocation, risk management, and capital distribution based on ROIC (Return on Invested Capital) [8][11]. - The role of group headquarters should evolve into a guiding force for strategic direction, capability builder, and risk management facilitator [8]. Group 3: Business Portfolio Management - A systematic evaluation of industry attractiveness and business competitiveness is essential to categorize existing business units into core, growth, and opportunity/adjustment segments [11]. - Enterprises should adopt a dual approach of enhancing core capabilities while exploring adjacent and new business opportunities for optimization and upgrading [11][15]. Group 4: Asset Optimization - Controlling low-yield or non-viable business assets is crucial to avoid inefficient expansion and ensure healthy business development [13]. - Establishing a "ROIC-Cost of Capital" management mechanism can aid in effective asset optimization by categorizing businesses into growth/core, opportunity/adjustment, and exit categories [13]. Group 5: Management Efficiency - Improving operational efficiency and optimizing internal management processes should be a focus during the "15th Five-Year Plan" [18]. - A comprehensive planning mechanism from strategic formulation to execution and review is necessary to enhance overall management quality [18]. Group 6: Control Model - The construction of a support system is vital for group enterprises, emphasizing the restructuring of resource acquisition and utilization paths [20]. - The "4S" functions (Shaping, Servicing, Safeguarding, Skill) should be leveraged to enhance management capabilities and market competitiveness [21]. Group 7: Integrated Strategy Model - Enterprises should develop a tri-circle linkage strategy model encompassing industry, assets, and capital to drive growth [22]. - This model involves a dynamic cycle of strategic planning, execution, and review, supported by effective resource allocation and capital operation strategies [22]. Conclusion - The "15th Five-Year Plan" period represents a pivotal transition for group enterprises from efficiency-driven to innovation-driven growth [24]. - The interconnectedness of the "Eight Battles" will enable enterprises to transform strategic planning into capabilities, thereby achieving resilience and leadership in value creation during turbulent times [24].

2025.07. 03 本文字数：1608，阅读时长大约3分钟 作者 | 第一财经 后歆桐 在美东时间周三公布的美国6月ADP数据爆冷后，关于政府效率部（DOGE）裁员对美国就业市场影 响的讨论甚嚣尘上。数据显示，6月美国私营部门的招聘人数意外减少了3.3万个，而此前经济学家 的预期为增加10万个。ADP数据是美国自动数据处理公司(Automatic Data Processing)定期发布 的就业数据。这也是时隔逾两年，ADP数据首度转负。 对于被DOGE裁员计划盯上的美国政府工作人员来说，劳动力市场的明显放缓，发生在了最糟糕的时 候。在招聘和职位空缺逐渐减少的同时，根据国际人力资源咨询公司Challenger，Gray & Christmas Challenger的数据，DOGE的裁员将导致288628个联邦政府职位在年内被削减。 微信编辑 | 雨林 推荐阅读 根据美国劳工统计局的数据，今年1月~4月，政府部门的职位空缺数量下降了5%，申请率却仍徘徊 在2014年的水平上下。显然，如今这些申请者更难被录用。同时，更多担心被裁员的政府工作人员 也在加入找工作大军。Indeed的数据显示，近期美国政府机构工作 ...

齐鲁晚报·齐鲁壹点记者于军队采购网了解到，华联世纪工程咨询股份有限公司（下称"华联世纪"）、华联世纪工程咨询股份有限公司海南分公司（下称"华 联世纪海南分公司"）同时上榜军队采购预警名单，处理部门均为武警部队后勤部采购和资产管理局。 两则预警处理公告显示，经调查，华联世纪、华联世纪海南分公司在参加项目编号HNSLHZB-2019-003采购活动中，存在未按合同审价等违规行为。处理部 门依据《军队物资工程服务供应商管理规定》，决定对华联世纪、华联世纪海南分公司给予书面警告处理。处理编号分别为YJ2025115861、 YJ2025115860，违规处理状态均为处罚期限内。 齐鲁晚报·齐鲁壹点记者于信用中国查询到，华联世纪曾多次收到罚单。例如在2024年10月10日，其被福州市应急管理局罚款110万元。行政处罚决定书文号 ﹝榕﹞应急罚﹝2024﹞执-19号。 据悉，华联世纪违法事实为：未认真履行项目监理职责；自事发项目开工以来，未审查该项目《分包协议》和福建兆亿环境科技有限公司施工劳务资质；未 采取管理措施督促施工总承包永旺建工公司严格执行《建筑与市政施工现场安全卫生与职业健康通用规范》(GB55034-2022 ...