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电网建设持续推进 平高电气中标14.5亿元相关项目
Zheng Quan Ri Bao Wang· 2025-07-17 02:42
7月16日晚,河南平高电气(600312)股份有限公司(以下简称"平高电气")发布中标公告称,公司及子 公司中标国家电网有限公司、国网河南省电力公司相关项目,中标金额合计约为14.5亿元,占2024年营 业收入的11.69%。 根据公告,平高电气中标的项目为国家电网有限公司2025年第四十三批采购、国网河南省电力公司2025 年第一次配网物资协议库存公开招标采购、国家电网有限公司2025年第四十四批采购。中标产品为组合 电器、断路器、隔离开关、避雷器、互感器、开关柜等。 记者梳理平高电气公告发现,今年以来,公司共发布4次中标公告,中标金额累计为53.65亿元。 盘古智库(北京)信息咨询有限公司高级研究员余丰慧在接受《证券日报》记者采访时表示,平高电气今 年以来连续中标多个电网项目,显示出公司在高压、超高压及特高压开关设备领域的强大竞争力和市场 地位。这些中标项目的实施不仅有助于提升国家电网的供电能力和稳定性,同时也将直接促进平高电气 业绩的增长。 国家电网2025年工作会议强调,要全力服务经济社会平稳运行,加快电网发展和能源转型,继续推进重 大项目实施,开工建设陕西至河南特高压,以及山东枣庄、浙江桐庐抽蓄电站 ...
A500ETF嘉实(159351)红盘蓄势,机构:今年A股盈利可能逐季温和复苏
Xin Lang Cai Jing· 2025-07-17 02:38
截至2025年7月17日 10:00,中证A500指数上涨0.34%,成分股东山精密上涨8.51%,TCL中环上涨 7.23%,信立泰上涨6.93%,胜宏科技上涨6.31%,鹏鼎控股上涨6.25%。A500ETF嘉实(159351)上涨 0.50%。 流动性方面,A500ETF嘉实盘中换手3.48%,成交4.59亿元。拉长时间看,截至7月16日,A500ETF嘉实 近1月日均成交30.92亿元。规模方面,A500ETF嘉实近半年规模增长4294.26万元。 截至7月16日,A500ETF嘉实近6月净值上涨6.98%。从收益能力看,截至2025年7月16日,A500ETF嘉 实自成立以来,最高单月回报为3.55%,最长连涨月数为2个月,最长连涨涨幅为5.33%。截至2025年7 月16日,A500ETF嘉实近3个月超越基准年化收益为6.68%。 数据显示,截至2025年6月30日,中证A500指数前十大权重股分别为贵州茅台、宁德时代、中国平安、 招商银行、兴业银行、长江电力、美的集团、紫金矿业、比亚迪、东方财富,前十大权重股合计占比 20.67%。 7月15日,国家统计局发布数据显示,2025年上半年,国内生产 ...
A股铜缆高速连接板块异动拉升,新亚电子涨超7%,中富电路涨超5%,太辰光、华丰科技、瑞可达、兆龙互通等跟涨。
news flash· 2025-07-17 02:18
A股铜缆高速连接板块异动拉升,新亚电子涨超7%,中富电路涨超5%,太辰光、华丰科技、瑞可达、 兆龙互通等跟涨。 ...
辽宁近千名采购商组团“链”上国际市场
Liao Ning Ri Bao· 2025-07-17 01:12
Group 1 - The third China International Supply Chain Promotion Expo (referred to as "Chain Expo") opened in Beijing on July 16, featuring five companies from Liaoning province and attracting nearly a thousand buyers and professional attendees [1] - The theme of this year's Chain Expo is "Linking the World, Creating the Future," with six chains and one exhibition area set up, including advanced manufacturing, clean energy, smart automotive, digital technology, healthy living, green agriculture, and supply chain service areas [1] - A total of 651 domestic and foreign enterprises and institutions participated, covering 75 countries, regions, and international organizations, with over 65% of exhibitors being Fortune 500 and industry-leading companies [1] Group 2 - The Liaoning Provincial Council for the Promotion of International Trade organized a delegation to showcase excellent local enterprises and facilitate face-to-face connections between exhibitors and professional buyers [2] - The Chain Expo will continue to release the "Global Supply Chain Promotion Report" and launch the global supply chain index matrix, which includes promotion, connection, innovation, and resilience indices [2] - An innovative feature of this year's expo is the establishment of a Sino-foreign exhibitor alliance to promote resource sharing and industrial collaboration among exhibitors, aiming to create a "never-ending Chain Expo" [2]
进门难、走过场、缺监督 股东会欺“小”现象当休矣
Core Viewpoint - The participation experience of small shareholders in annual general meetings (AGMs) is increasingly problematic, with many facing barriers to entry and a lack of meaningful engagement during the meetings [1][2][3]. Group 1: Barriers to Participation - Small shareholders often encounter difficulties in registering for AGMs, with issues such as non-functional email addresses and lack of response from company representatives [2]. - Some companies have been reported to deny entry to shareholders based on unregistered attendance, which contradicts regulations that state all registered shareholders have the right to attend [2][3]. - The reluctance of small shareholders to participate is exacerbated by the additional obstacles set by companies, further diminishing their involvement in corporate governance [3]. Group 2: Meeting Procedures and Engagement - Many AGMs are criticized for being poorly organized, with key executives absent and minimal opportunities for shareholder interaction [4][5]. - The recent regulatory changes regarding the attendance of directors and executives at AGMs have not led to improved engagement, as many companies still treat these meetings as mere formalities [4][5]. - Some companies have been found to limit or completely avoid interactive sessions, opting instead for private meetings with shareholders, which undermines the purpose of the AGMs [6][10]. Group 3: Disclosure of Voting Results - There is a notable trend of companies failing to disclose voting results during the AGMs, instead directing shareholders to check announcements later, which violates existing regulations [7][8]. - The practice of not allowing shareholder representatives to participate in the counting and monitoring of votes raises concerns about the transparency and credibility of the voting process [8][9]. Group 4: Recommendations for Improvement - Companies are urged to eliminate barriers to participation and enhance the AGM process to ensure meaningful engagement with all shareholders [9][10]. - Regulatory bodies should enforce compliance with participation rules and address companies that consistently fail to engage small shareholders [9]. - Small shareholders are encouraged to actively exercise their rights and participate in AGMs to ensure their voices are heard [10].
氪星晚报|强生Q2营收237.4亿美元,高于市场预期;黄仁勋:轻视华为和中国制造的人都极其天真;腾讯元宝上线图片AI编辑能力
3 6 Ke· 2025-07-16 14:51
Group 1 - JD Health's medical beauty department services have been launched on the JD App, expanding its offerings beyond health check-ups to include various specialized outpatient services [1] - MiniMax is set to complete nearly $300 million in new financing, bringing its valuation to over $4 billion, and is seeking an A-share listing [2] - Schneider Electric is reportedly in talks to acquire Temasek's remaining 35% stake in its Indian joint venture for approximately $1 billion, valuing the entire joint venture at around $5 billion [3] Group 2 - Johnson & Johnson reported Q2 revenue of $23.74 billion, exceeding market expectations of $22.858 billion, with an adjusted EPS of $2.77 [4] - ASML warned that U.S. tariff policies may hinder its growth prospects, with the CEO indicating uncertainty in achieving growth by 2026 due to geopolitical factors [4] - Global smartphone shipments grew by 2% year-on-year in Q2 2025, driven by demand in North America, Japan, and Europe, with Samsung and Apple showing significant growth [4] Group 3 - North Power (Shandong) Group completed a 300 million RMB A+ round financing, aimed at developing energy-efficient technologies and promoting photovoltaic technology [6] - "Wujie Ark" completed Pre-A and Pre-A+ rounds of financing, focusing on multi-modal model and Agent technology development [7] - Tencent Yuanbao launched an AI image editing feature, allowing users to create stylized images through simple text prompts [8] Group 4 - Hema launched a new HPP juice product, emphasizing the use of fresh ingredients and HPP sterilization technology to retain nutritional value [9] - Smart robotics company Zhiyuan Technology clarified that revenue from humanoid robot-related products accounts for less than 1% of its total revenue, indicating limited impact on overall performance [11] - NVIDIA's CEO praised Huawei's technological capabilities, emphasizing the importance of recognizing China's manufacturing strength [12]
一大公司中标沙特世界杯场馆项目,斩获5.5亿元大单! | 盘后公告精选
Jin Shi Shu Ju· 2025-07-16 13:45
07月16日,邮储银行拟出资百亿设立金融资产投资子公司;精工钢构中标沙特世界杯场馆项目,斩获 5.5亿元钢结构大单;全球知名消费电子品牌安克创新谋求国际化,正研究论证赴港融资。 以下是盘后公告精选:邮储银行:拟出资100亿元发起设立中邮金融资产投资有限公司 太极集团公告,拟以集中竞价交易方式回购公司股份,回购金额不低于8000万元且不超过1.2亿元,回 购价格不超过28.03元/股。回购股份将全部用于注销并减少公司注册资本。预计回购股份数量为285.41 万股-428.11万股,占公司总股本的0.51%-0.77%。广生堂:乙肝治疗一类创新药GST-HG131被药审中心 纳入突破性治疗品种名单并不代表能获批上市 邮储银行公告,中国邮政储蓄银行股份有限公司拟出资人民币100亿元发起设立中邮金融资产投资有限 公司,该公司将作为本行全资一级子公司管理,具体业务范围以有关监管机构批复为准。中邮投资将严 格遵循各项法律法规及监管规定,建立完善的公司治理结构,在做好风险管理基础上开展各项业务。精 工钢构:签约沙特5.5亿元吉达体育场及周边体育村项目项目将用于足球世界杯赛事 精工钢构晚间公告,近日,公司成功签约了沙特吉达体 ...
中熔电气: 中熔电气2024年可持续发展报告 中文版
Zheng Quan Zhi Xing· 2025-07-16 13:19
?心??????? a'?????均 ぁ?????? ぁ?????嗎?嗎?????????????? ??^_乃????????????? a'恪壽嬪契????????? | ייר היישוב | ??????????????? | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ????ă????ă???? | ????ă????ă???? | | | | | | | | | | Y??ēò???×? ?ò? | h?·?ò?ê??×·?ê | Company | a??ē?×ò??ê? | /òò???ē×?ò | a?·×?ê ???ò?×?×ê×ẽ? | Y ???ê? | ???ê????òē == | | | | ??ฝし??? a'??? | ?? / ???山穴? × | ??????映? | (=)??? | 叟?檄兰弟 | 5 | 11 | 49 岛峡???摺 | રેતે | | | 嬪契恪壽?????? | ?????? | 13 ??? ~ ??吹態 | 53 | 63 ...
中熔电气: 关于召开2025年第一次临时股东大会的通知
Zheng Quan Zhi Xing· 2025-07-16 13:11
证券代码:301031 证券简称:中熔电气 公告编号:2025-074 西安中熔电气股份有限公司 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。 西安中熔电气股份有限公司(以下简称"公司"或"中熔电气")第四届 董事会第三次会议审议通过了《关于提请召开2025年第一次临时股东大会的议 案》,决定于2025年8月1日(星期五)召开2025年第一次临时股东大会。现将 本次会议的有关事项提示如下: 一、召开会议的基本情况 规、部门规章、规范性文件、深圳证券交易所业务规则和公司章程等规定。 (1)现场会议召开时间:2025年8月1日(星期五)下午14:30。 (2)网络投票时间:①通过深圳证券交易所交易系统进行网络投票的时间 为2025年8月1日9:15—9:25,9:30—11:30,13:00—15:00;②通过深圳证券交易 所互联网投票系统进行网络投票的时间为2025年8月1日9:15—15:00。 现场投票:股东本人出席本次会议现场会议或书面委托代理人出席现场会 议;网络投票:本次股东大会通过深圳证券交易所交易系统和互联网投票系统 (http://wltp.c ...
新时达: 关于职工代表大会选举第七届董事会职工代表董事的公告
Zheng Quan Zhi Xing· 2025-07-16 12:10
特此公告 上海新时达电气股份有限公司董事会 附件: 王春祥先生:男,中国国籍,无境外永久居留权,1970 年出生,上海交通大学 学士,哈尔滨工业大学硕士,高级工程师。1992 年-1993 年担任航天部 815 研究所 助理工程师;1993 年-1995 年担任赛特安保科技发展有限公司工程师;1995 年起至 今就职于上海新时达电气股份有限公司;历任上海新时达电气股份有限公司技术研 发中心副主任、技术委员会主任、首席科学家;2020 年 6 月起至今任公司董事。 证券代码:002527 证券简称:新时达 公告编号:临2025-066 上海新时达电气股份有限公司 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。 根据《中华人民共和国公司法》(以下简称"《公司法》")、《深圳证券交易所股 票上市规则》《深圳证券交易所上市公司自律监管指引第1号——主板上市公司规范 运作》及《上海新时达电气股份有限公司章程》等相关规定,上海新时达电气股份 有限公司(以下简称"公司")职工代表大会于2025年7月16日通过民主选举方式召 开,经与会职工审议通过了《关于选举王春祥先生为公司 ...