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关注设备制造出口投资
Hua Tai Qi Huo· 2025-05-20 03:22
宏观日报 | 2025-05-20 关注设备制造出口投资 中观事件总览 生产行业:关注制造业设备制造出口投资。 1)国家发改委发布消息称,自5月19日24时起,国内汽油价格和柴油 价格分别下调230元/吨和220元/吨。折合升价,92号汽油下调0.18元,95号汽油和0号柴油均下调0.19元。按照油箱 容量为50L的家用轿车为例,加满一箱92号汽油将节省9元。2)中国进出口银行发布的数据显示,1—4月投放制造 业中长期贷款超1800亿元。4月末,制造业中长期贷款余额达1.8万亿元,重点支持了船舶、工程机械等制造业产品 出口,积极满足科技型企业全周期金融需求,全力支持现代化产业体系建设。 服务行业:关注服务行业科技化改善。 1)据中国卫星导航定位协会,2024年我国以北斗为核心的卫星导航与位 置服务产业总体产值达到5758亿元人民币,同比增长7.39%,产业规模持续扩大。同时,北斗进入规模化应用新阶 段,全面融入电力、通信、交通运输等国家重要基础设施建设,以及大众消费、共享经济等多个领域。最新数据 显示,2024年国内卫星导航定位终端产品总销量超过4.1亿台,其中具有卫星导航定位功能的智能手机出货量达到 2.9 ...
天线微抖动可提升卫星导航精度
Ke Ji Ri Bao· 2025-05-19 23:40
5月15日,记者从国防科技大学获悉,该校电子科学学院教授王飞雪团队利用天线抖动增加卫星高精度 测量中的信息量,研发了一种消除多径误差的新机制,并在全球首次成功以微小抖动消除了多径误差, 为复杂遮挡环境下的低成本高精度卫星导航创造了更大的可能。该成果日前在线发表于国际期刊《通讯 ·工程》。 传统高精度卫星导航主要依赖阻尼环天线等昂贵的高端监测天线,以被动抑制用户接收到卫星直达信号 以外的反射信号带来的多径误差。但在城市峡谷、林区或室内等复杂遮挡环境中,这类多径信号干扰依 然无法被彻底消除。与此同时,高端监测天线等高成本设备也难以大规模部署。 团队将各种天线抖动模式统一映射到线性抖动模型中,推导出了最小抖动幅度理论公式,并基于该公式 计算,研发出了一套直线抖动装置。它可兼容于现有车载天线和手持天线,无需对天线内部结构进行任 何改动。团队通过静止高精度监测天线(成本约5万元)与抖动普通车载天线(成本约7元)的对比实验 发现,两者二维定位精度基本相同。 该方法不仅为智慧交通、自动驾驶、无人机巡检等场景提供了低成本、高可靠的卫星定位新解决方案, 还研发出了可灵活安装于各类现有天线、无需改变接收机硬件的抖动模块,有望大幅 ...
突发公告!百亿A股独立董事因病逝世
Zhong Guo Ji Jin Bao· 2025-05-19 15:18
【导读】华力创通独立董事李春升因病逝世 中国基金报记者 李智 5月19日,华力创通发布公告称,公司董事会获悉,公司独立董事李春升于近日因病逝世。公司及公司董事会对李春升的逝世致以沉痛哀悼,并向其家人 表示深切的慰问。 截至5月19日收盘,华力创通股价报18.26元/股,总市值为121亿元。 编辑:晨曦 华力创通表示,李春升在担任公司第六届董事会独立董事、薪酬与考核委员会召集人、审计委员会委员期间,恪尽职守,勤勉尽责,忠实地履行了作为独 立董事应尽的职责和义务,为公司相关决策事项提供了专业意见和建议。公司及公司董事会对李春升在任职期间为公司所做的努力和贡献深表感谢。 截至目前,李春升未持有华力创通股票。 华力创通公告称,李春升逝世后,公司现任董事会成员由9名变为8名,未低于法定最低人数,但低于《公司章程》规定的董事会成员人数,同时公司独立 董事人数将少于董事会成员的三分之一。公司将根据有关规定,尽快按照相关程序增补新的独立董事并及时公告,在新任独立董事选举产生之前,公司独 立董事职责暂由宁宇和夏超两位独立董事履行。 公开资料显示,李春升现年62岁,生前曾任北京航空航天大学电子信息工程学院教授,博士生导师,研究方 ...
5月19日晚间央视新闻联播要闻集锦
Yang Shi Xin Wen Ke Hu Duan· 2025-05-19 14:00
今日摘要 习近平对"十五五"规划编制工作作出重要指示强调,坚持科学决策、民主决策、依法决策,高质量完 成"十五五"规划编制工作。 习近平总书记指出,旅游是综合性产业,是拉动经济发展的重要动力。党的十八大以来,我国旅游发展 步入快车道,旅游业日益成为新兴的战略性支柱产业和具有显著时代特征的民生产业、幸福产业。 赵乐际会见斯洛伐克国民议会议长。 赵乐际同墨西哥众议长举行会谈。 国家统计局发布的数据显示,4月份,我国经济延续向新向好发展态势。 系列报道【锲而不舍落实中央八项规定精神】今天播出:贵州贵阳、江苏扬州等地一体推进学查改,以 实际行动检验学习教育成效。 各地加力实施"两新"政策,持续激发消费活力。 世界卫生大会再次拒绝涉台提案。 以军称,在加沙地带发动大规模地面行动。哈马斯称,向以色列发射火箭弹。 内容速览 习近平对"十五五"规划编制工作作出重要指示强调 坚持科学决策民主决策依法决策 高质量完成"十五 五"规划编制工作 中共中央总书记、国家主席、中央军委主席习近平近日对"十五五"规划编制工作作出重要指示强调,科 学制定和接续实施五年规划,是我们党治国理政一条重要经验,也是中国特色社会主义一个重要政治优 势。 ...
金十图示:2025年05月19日(周一)新闻联播今日要点
news flash· 2025-05-19 12:55
金十图示:2025年05月19日(周一)新闻联播今日要点 ● 我国卫星导航产业产值创新高 洛伐克国民议会议长莱希。赵乐际表示,中方愿 与斯方积极落实两国领导人重要共识,深化政治 互信,扩大互利合作,密切人文交流,不断丰富 中斯战略伙伴关系内涵。希望斯方继续在欧盟内 发挥积极作用,推动中欧关系健康稳定发展。中 国全国人大愿同斯国民议会一道,充分发挥立法 机构职能作用,深化立法、监督等经验交流,为 两国务实合作营造良好法治环境。 · 赵乐际同墨西哥众议长举行会谈 * 全国人大常委会委员长赵乐际19日在人民大会堂 同墨西哥众议长古铁雷斯举行会谈。赵乐际表 示,中方高度赞赏墨西哥众议院长期坚定奉行一 个中国原则。欢迎墨方以灵活方式参与共建"一 带一路",共同深化基础设施建设等传统领域合 作,拓展电动汽车、新能源等新兴领域合作;加 强人文交流,增进教育、智库等领域合作。赵乐 际强调,中墨立法机构长期友好,双方建立的对 话论坛迄今已举行五次会议。中国全国人大愿同 墨西哥联邦议会两院加强交流,深化立法机构多 层级、多领域合作,分享民主法治建设等经验, 为两国互利合作提供法律保障。 ● 4月份我国经济延续向新向好发展态势 * ...
近6千亿元产值!中国卫星导航应用多领域突破、国际影响力攀升
Yang Shi Wang· 2025-05-19 03:34
Core Insights - The "2025 China Satellite Navigation and Location Service Industry Development White Paper" indicates that by 2024, the overall output value of China's satellite navigation and location service industry will reach 575.8 billion yuan, representing a year-on-year growth of 7.39% [1] - China continues to lead globally in satellite navigation patent applications, with a cumulative total surpassing 129,000, reflecting a year-on-year increase of 4.8% [4] Industry Growth - The satellite navigation and location service industry in China is experiencing stable growth, driven by the accelerated promotion of Beidou's priority application and domestic product substitution [4] - In 2024, the total sales of satellite navigation positioning terminal products in China exceeded 410 million units, with smart phones accounting for 294 million units [7] Application and Innovation - The Beidou system has achieved significant breakthroughs in various fields, including transportation, electricity, and consumer goods, enhancing high-precision location service capabilities [10] - By the end of 2024, approximately 13.5 million Beidou terminal devices have been promoted in transportation sectors such as road operation vehicles and rail transit [10] International Expansion - The Beidou system has been integrated into the standard systems of 11 international organizations, recognized as a core supplier of global satellite navigation systems by the United Nations [12] - Over 30 African countries, including Nigeria and Tunisia, have established Beidou CORS stations, indicating the system's expanding international presence [12]
多领域创新突破!北斗定位应用有多广?定位有多强?梳理↓
Yang Shi Wang· 2025-05-19 02:23
央视网消息:5月18日,《2025中国卫星导航与位置服务产业发展白皮书》发布。2024年,我国卫星导航与位置服务产业总产值达5758亿元人 民币,同比增长7.39%。卫星导航专利申请总量累计突破12.9万件,继续保持全球领先。 北斗系统在行业领域和大众消费深化应用 2024年,我国卫星导航与位置服务产业总产值超5700亿元。这背后,是北斗系统在行业领域和大众消费领域的深化应用。北斗定位到底应用有 多广?定位有多强? 白皮书显示,2024年,国内卫星导航定位终端产品总销量超过4.1亿台。其中,具有卫星导航定位功能的智能手机出货量达到2.94亿台。包括物 联网、穿戴式、车载、高精度等在内的各类定位终端设备销量超过1.2亿台/套。随着卫星导航设备出货量的持续增长,国内多个导航地图供应 商正式切换为北斗优先定位。 中国卫星导航定位协会副会长兼秘书长刘大可介绍,11家主要电子地图服务供应商提供位置服务日均超1万亿次,日均提供导航服务总里程超 40亿公里。北斗高精度车道级导航已基本实现了全国城乡镇道路全覆盖。 多领域创新突破 大幅提升服务能力水平 白皮书显示,目前,北斗系统在交通运输、电力以及大众消费等多个领域实现创新突 ...
四大证券报精华摘要:5月19日
Xin Hua Cai Jing· 2025-05-19 01:47
Group 1 - The new exit tax refund policy in China aims to enhance the attractiveness of domestic products and increase inbound consumption, with potential inclusion of traditional Chinese medicine products in the refund scope [1] - The satellite navigation and positioning industry in China is projected to exceed 1 trillion yuan in value by 2025, driven by the marketization and internationalization of the BeiDou system [2] - The Shanghai Stock Exchange is intensifying efforts to attract long-term capital into the market, focusing on the role of ETFs in facilitating this process [3] Group 2 - The revised major asset restructuring management measures by the China Securities Regulatory Commission are expected to boost merger and acquisition activities among listed companies, enhancing market confidence [4] - Fund managers have purchased over 2 billion yuan worth of equity funds this year, indicating a positive outlook and confidence in the market [5] - May is expected to see an improvement in credit issuance, with banks focusing on balanced and quality-driven lending, particularly in technology and retail sectors [6] Group 3 - Bond funds have shown strong fundraising capabilities, accounting for 80.19% of total new fund issuance in the second week of May, reflecting investor preference for low-risk fixed-income assets [7][8] - Public funds are exploring new economic sectors, particularly in AI-driven fields such as electronics and software, to identify potential investment opportunities [9] - The introduction of floating fee rate funds by 26 fund companies marks a shift towards a long-term perspective in fund management, aiming to enhance investor experience [10] Group 4 - The successful nomination of independent directors by a securities investor protection agency is expected to improve corporate governance in listed companies [11] - The China Securities Regulatory Commission's new action plan emphasizes the importance of performance benchmarks in public funds, promoting a shift from scale to return-focused strategies [12] - The issuance of REITs has surpassed 11.3 billion yuan this year, with insurance companies playing a significant role as strategic investors [13][14]
去年我国卫星导航产业产值达5758亿元
Ke Ji Ri Bao· 2025-05-18 23:50
科技日报北京5月18日电 (记者操秀英)18日,中国卫星导航定位协会发布《2025中国卫星导航与位置 服务产业发展白皮书》。白皮书显示,2024年我国以北斗为核心的卫星导航与位置服务产业总体产值达 到5758亿元,同比增长7.39%。其中,包括与卫星导航技术研发和应用直接相关的芯片、器件、算法、 软件、导航数据、终端设备、基础设施等在内的产业核心产值达到1699亿元。 白皮书称,下一代北斗系统和国家综合时空体系都将在2035年前建设完成。从时空服务产业当前及未来 发展的视角来看,应进一步大力推进北斗在各行业各领域的深化融合应用,鼓励时空信息与互联网、物 联网的大众消费服务相结合,同步推动区域产业协调发展,这些都是当前数字经济发展背景下推动北斗 应用发展与产业生态建设的关键。 白皮书称,随着北斗产业的快速发展,我国卫星导航专利年度申请量持续增长。最新数据显示,截至 2024年底,我国卫星导航专利申请总量已突破12.9万件,同比增长4.8%,继续保持全球领先。 2024年,北斗系统应用规模进一步提升。截至2024年底,全国约2.88亿部智能手机支持北斗定位功能, 占比达98%;大众地图软件基于北斗高精度的车道级导 ...
影响市场重大事件:工信部加速推进5G-A、6G技术研发及应用发展;多国共建“人造太阳”达成重要里程碑;如何把握并购重组的投资机遇?中金:重点关注四个方面
Mei Ri Jing Ji Xin Wen· 2025-05-18 22:46
Group 1 - The Ministry of Industry and Information Technology emphasizes accelerating the research and application development of 5G-A and 6G technologies to empower the construction of a modern industrial system [1] - The focus is on meeting the needs of enterprise development, fostering new productive forces, and promoting the industrial internet to support the high-end, intelligent, and green development of manufacturing [1] - There is an emphasis on international cooperation, deepening exchanges in technology, standards, industry, and policy, and actively participating in global digital governance [1] Group 2 - The People's Bank of China is committed to supporting the high-quality economic and financial development of Beijing, aiming to create a favorable monetary and financial environment [2] - The central bank will continue to promote the construction of a strong central bank and national financial management center, enhancing Beijing's international influence in finance [2] Group 3 - The output value of China's satellite navigation and positioning services industry reached 575.8 billion yuan in 2024, with a year-on-year growth of 7.39% [3] - The number of satellite navigation patent applications in China exceeded 129,000 by the end of 2024, maintaining a global leading position with a growth of 4.8% [3] Group 4 - The International Thermonuclear Experimental Reactor (ITER) has completed the construction of its superconducting magnet system, marking a significant milestone in the pursuit of controlled nuclear fusion energy [4] - The magnet system's central solenoid is 18 meters tall and has a magnetic field strength of 13 Tesla, capable of lifting an aircraft carrier [4] Group 5 - The Ministry of Transport is advancing the electric heavy truck separation model and new energy heavy truck transportation pilot demonstrations [5] - As of now, 6,527 charging parking spaces and 35,000 charging piles have been established nationwide, covering 98% of highway service areas [5] Group 6 - The first batch of floating rate funds has been officially submitted, indicating the practical implementation of fee reforms [6][7] - The growth rate of social financing has accelerated, and the issuance of special government bonds has begun, providing support for social financing [7] Group 7 - The BeiDou system has entered the standard systems of 11 international organizations, expanding its international presence [8] Group 8 - The average return of index-enhanced private equity products reached 6.42% as of the end of April, with an average excess return exceeding 9% [9] Group 9 - Key investment directions in mergers and acquisitions include strengthening leading technology companies, industry consolidation in traditional sectors, and increased willingness for state-owned enterprises to engage in mergers and acquisitions [10] Group 10 - The C919 aircraft has launched a new regular commercial route between Shanghai Hongqiao and Shenzhen, marking its official operation in this route [11]