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卧龙地产拟更名为“卧龙新能” 向新能源产业方向发展
Zheng Quan Shi Bao Wang· 2025-04-30 12:49
4月30日晚间,卧龙地产(600173)公告称,公司拟将证券简称变更为"卧龙新能"。卧龙地产表示,公 司将积极响应国家"双碳"政策,向新能源产业方向发展,增加公司新的利润增长点,为公司未来发展注 入新动能。此次证券简称变更事项尚需向上交所申请,并经上交所办理方可实施。 卧龙地产主要从事房地产开发与销售业务和矿产贸易业务。卧龙地产2024年年报显示,公司期内实现营 业收入36.11亿元,同比下降24.08%,净利润4100万元,同比下降75.15%,主要系计提存货跌价准备 1.75亿元。2024年,公司房地产业务实现签约销售面积6.02万平方米,签约销售金额5.93亿元。公司 2025年第一季度实现营业收入11.05亿元,同比增长97.53%;净利润3608.63万元,同比下滑22.22%。 卧龙地产于4月11日晚间披露筹划重大资产出售暨关联交易的提示性公告。公告显示,卧龙地产拟将持 有的卧龙矿业(上海)有限公司(下称"上海矿业")90%股权,出售予公司间接控股股东卧龙控股集团有限 公司(下称"卧龙控股")或其子公司。此次交易拟采用现金支付,不涉及发行股份,不会影响公司的股权 结构,不会导致卧龙地产控股股东和实 ...
带着名单,日本企业家到现场找心仪的川企
Sou Hu Cai Jing· 2025-04-29 01:26
中日双方企业负责人正在洽谈合作。 作为四川活动周的配套活动,当天下午在大阪市区内举行的中国(四川)—日本经贸交流会暨企业恳谈会 现场,出现令人意想不到的一幕:70多岁的铃木企画株式会社会长铃木琢也,带着另外5家日本企业负 责人专程赶到会场。他一边拿着打印出来的四川参会企业名单,一边仔细对照对应企业的展位号码,寻 找想要联系的企业。 在展区尽头,铃木琢也和几名日本企业负责人找到了四川中兰智能科技有限公司。这是一家户外景观亮 化一站式整体解决方案供应商。展位前,双方聊得投入,交换名片、拍照合影,10多分钟后,全球建设 股份有限公司代表董事郡文治主动提出,希望到中兰智能科技的四川工厂实地洽谈。 刚刚与中兰智能科技聊完,另一家日本企业中道会入住咨询部科长藤原贵史主动提出希望与四川企业开 展合作。这家从事养老服务的日本企业,近年来面临着激烈的国内竞争。"希望中国的养老院投资商到 日本投资,特别是在金融投资方面有更多合作。" 作为成都人,中国驻日本大阪总领事馆经商处主任景春海对家乡有着更多感情。在他看来,四川是中国 的工业大省、农业大省、资源大省、能源大省、科研大省、教育大省,是"六边形战士",四川同时还是 对日经贸合作 ...
量化策略|基于基本面量化选股的战胜宽基指数多策略框架
中信证券研究· 2025-04-29 00:09
文 | 上官鹏 王兆宇 赵文荣 2)单策略之间相关性不高,说明不同策略在不同市场环境中的适应性差异大,有利于形成收益互补。以预期改善组合来看, 其与均衡弹性、高质量经营、科技TMT和新能源组合相关性分别为0 . 2 9、0 . 1 3、0 . 3 7和0 . 5 3; 3)综合三大类全市场选股策略和两大类产业选股策略构建多策略组合,回测发现,相比单策略组合,多策略组合具有更加稳 健的收益表现。2 0 1 4年以来截至2 0 2 5年3月3 1日,多策略组合相对中证全指的年化超额收益分别为1 3 . 8%,信息比率为1 . 5。 ▍ 战胜宽基指数多策略框架历史收益稳健,相对基准偏离度低。 1)基于多策略组合历史持仓战胜沪深 3 0 0、中证 5 0 0 和中证 1 0 0 0 指数框架在指数权重方面的分配比例, 8 0%配置在指数成 分内, 2 0%配置在其他公司,并且超配多策略股票组合权重。 单一策略具有一定的风格倾向性,难以适应不同市场环境的变化,而多策略能够通过分散化利用不同策略在不同市场环境中的 适应性差异,提升整体投资组合收益的稳健性。因此,我们尝试从多策略角度战胜宽基指数,基于已经发布报告中的三大类 ...
尚太科技:2025一季报净利润2.39亿 同比增长60.4%
Tong Hua Shun Cai Bao· 2025-04-27 07:39
一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益(元) | 0.9200 | 0.5700 | 61.4 | 0.8900 | | 每股净资产(元) | 0 | 22.31 | -100 | 20.89 | | 每股公积金(元) | 11.73 | 11.67 | 0.51 | 11.59 | | 每股未分配利润(元) | 11.91 | 9.15 | 30.16 | 7.88 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 16.28 | 8.61 | 89.08 | 9.52 | | 净利润(亿元) | 2.39 | 1.49 | 60.4 | 2.3 | | 净资产收益率(%) | 3.76 | 2.59 | 45.17 | 4.34 | | 名称 | 持有数量(万股) | 占总股本比 | 增减情况 | | --- | --- | --- | --- | | | | 例(%) | (万股) ...
什么是RWA?一文看懂现实世界资产通证化
Sou Hu Cai Jing· 2025-04-15 04:43
Core Insights - RWA (Real World Asset tokenization) leverages blockchain technology to convert physical and intangible assets into tradable digital tokens, enhancing liquidity, transparency, and transaction efficiency [1][3][24] Market Size and Growth Potential - The global RWA market is projected to grow from $17.3 billion in 2025 to $16 trillion by 2030, with a significant compound annual growth rate [3] - Key drivers include the influx of institutional investors (e.g., Citigroup, JPMorgan), the impact of Bitcoin ETFs on traditional capital, and the rising demand for green finance [3] Core Application Areas - Asset verification and standardization utilize IoT devices to collect asset data, ensuring data authenticity through blockchain [6] - Tokenization and trading involve splitting assets into divisible tokens, lowering investment barriers and enabling automated trading via smart contracts [6] - Compliance and risk control frameworks are established within regulatory boundaries, utilizing smart contracts for transaction traceability [6] Sector-Specific Developments - The U.S. government bond tokenization market has surpassed $3.7 billion, while the private credit sector has reached $11.9 billion, marking it as the fastest-growing segment in RWA [7] - Green energy and infrastructure projects, such as photovoltaic assets and charging stations, are utilizing RWA for cross-border financing [10] - Real estate and commodities are exploring tokenization to reduce investment barriers, with Hong Kong investigating gold tokenization [7] Regional Development Dynamics - RWA addresses financing challenges for SMEs by tokenizing asset data, exemplified by the Hangzhou community canteen project, which split financing into 50 tokens [9] - Green assets are connecting with foreign capital through RWA, with projects from companies like GCL-Poly and Longxin Group achieving significant financing [10] Financial Product Innovation - Stablecoins (e.g., USDT, USDC) and tokenized funds (e.g., Huaxia Hong Kong Dollar Digital Currency Fund) offer low-risk investment options while enhancing liquidity [11] Enhancing Liquidity of High-Value Assets - Non-standard assets like art and real estate are experiencing improved liquidity through RWA, with initiatives like gold tokenization in Hong Kong reducing transaction costs [12] Regulatory and Compliance Challenges - Regulatory policies across countries remain unclear, with Hong Kong supporting innovation while balancing compliance costs and market vitality [14] Technical Implementation Challenges - Ensuring data integrity, validity, and timeliness for on-chain processes relies on the deep integration of IoT devices and blockchain technology [15] Market Perception and Trust Barriers - Traditional financial institutions exhibit low acceptance of blockchain, necessitating standardized technical specifications to build industry trust [17] Standardization and Institutionalization - The first RWA on-chain technical standard "Antchain Inside," led by China, has been implemented, facilitating the transition from a nascent stage to institutionalization [19] Cross-Field Integration - RWA is integrating with AIoT, utilizing edge AI to optimize asset data collection and XR technology to enhance asset visualization in trading [20] Policy and Ecosystem Co-Building - Companies are encouraged to seize policy opportunities (e.g., Hong Kong's 12-18 month trial period) and focus on niche scenarios (e.g., green assets + ESG) for competitive differentiation [21] Summary - The RWA model is reshaping the liquidity and trading paradigms of traditional assets, with market size expected to experience explosive growth under institutional trends [24] - Despite regulatory and technical challenges, RWA is poised to become a core tool for upgrading real assets in the digital economy through standardization, cross-field integration, and policy support [24]
首次!四大直辖市,人口无一增长!
商业洞察· 2025-04-03 09:23
以下文章来源于城市财经 ,作者余飞 城市财经 . 坐标深圳!一个用数据说话、图文并茂的全国楼市头部自媒体。 作者: 余飞 来源: 城市财经(ID: City-Finance) 01 京津沪渝,人口无一增长 作为中国城市级别最高的四个直辖市,于2024年集体陷入了人口困境。 北京方面,2024年年末常住人口2183.2万人,较上年减少2.6万人。 上海方面,2024年年末常住人口2480.26万人,较上年减少7.19万人,且是目前公布人口数 据的重点城市中减少最多者。 重庆方面,2024年年末常住人口3190.47万人,较上年减少了0.96万人。2023年减少了 21.91万人,是全国范围内减少人口数量最多的城市。 天津方面,2024年年末常住人口1364万人,人口与上年持平,零增长。 也就是说,2024年北京、上海、天津、重庆四大直辖市的常住人口,三个减少、一个持平,无 一增长。 回顾历史,这是罕见一幕。 | | | | 重点城市2024年人口增量排名 单位: 万人 | | | | | --- | --- | --- | --- | --- | --- | --- | | 城市 | 2024年常住人口 | 2 ...
招大引强优化服务 海北祁连为高质量发展注入新动力
Zhong Guo Xin Wen Wang· 2025-04-03 09:20
Group 1 - The core focus of Qilian County is on the construction of four key industries: new energy, ecological animal husbandry, low-altitude economy, and optimizing the investment environment to attract significant investments [1][2] - Qilian County has established a comprehensive investment promotion mechanism, including a dedicated team for each industry, to ensure effective implementation of investment strategies [1] - The county has initiated a "full-speed investment" model, with leadership actively promoting investment opportunities in major cities like Beijing and Sichuan [1][2] Group 2 - As of now, Qilian County has signed projects with a total investment of 1.37 billion yuan, including the development of Qilian strontium spring and the ecological economy of the yaks [2] - There are 38 investment projects in reserve, with an estimated total investment of 18.11 billion yuan, indicating a strong push for project development [2] - The county emphasizes a results-oriented approach, creating a comprehensive service mechanism to support projects from signing to completion, enhancing the overall investment environment [2]
首次!四大直辖市,人口无一增长!
城市财经· 2025-04-02 03:42
01 京津沪渝,人口无一增长 作为中国城市级别最高的四个直辖市,于2024年集体陷入了人口困境。 欢迎关注我的视频号"城市财经"↓ 作者:余飞 重庆方面,2024年年末常住人口3190.47万人,较上年减少了0.96万人。2023年减少了21.91万人,是全国范围内减少人口数量最多的城市。 天津方面,2024年年末常住人口1364万人,人口与上年持平,零增长。 也就是说,2024年北京、上海、天津、重庆四大直辖市的常住人口,三个减少、一个持平,无一增长。 回顾历史,这是罕见一幕。 制图:城市财经;数据:各城市统计局 梳理目前公布人口数据的城市,还能发现: 第一,目前深圳、广州人口增量位居前二。四大一线城市京沪减少,广深增加。而且,广东省去年的常住人口增量也超越浙江,重回第一。 第二,重点城市的整体增量大不如从前,告别了野蛮生长。 以深圳来说,七普时期的数据显示,从2010年至2020年十年间常住人口增加了713.6万人,平均每年增加70多万人。 北京方面,2024年年末常住人口2183.2万人,较上年减少2.6万人。 上海方面,2024年年末常住人口2480.26万人,较上年减少7.19万人,且是目前公布人口 ...