电气设备

Search documents
新三板挂牌公司研发投入超600亿,连续三年保持增长
Xin Jing Bao· 2025-05-09 12:35
新京报贝壳财经讯(记者黄鑫宇)近日,新三板挂牌公司2024年年报披露工作基本结束。 全国股转公司(即新三板运营主体)官网显示,截至5月8日,新三板共有挂牌企业6065家,其中创新层 企业2183家、基础层企业3882家。 据全国股转公司介绍,2024年,新三板挂牌公司研发投入合计610.16亿元,连续三年保持增长,平均研 发强度3.57%,三成以上公司研发投入超1000万元,近两成公司研发强度超10%。 值得关注的是,新三板当前专精特新特点鲜明。 全国股转公司的数据显示,专精特新企业持续向新三板聚集,共有国家级专精特新"小巨人"企业1119 家,同比增加202家,占全国"小巨人"总数的7.65%。"小巨人"挂牌公司持续深耕产业链关键环节,制造 业占比近七成,广泛分布于电气设备、化工材料、电子通信等领域,聚焦核心零部件、基础元器件、基 础材料等细分产业,助力加快建设制造强国。 近五年来,新三板挂牌企业中的先进制造和现代服务等战略性新兴产业挂牌公司数量持续增加,高端装 备制造产业由88家增至141家,新材料产业由67家增至184家,新一代信息技术产业由132家增至210家, 新能源汽车产业由20家增至70家,生物 ...
麦克奥迪(300341) - 2024年年度报告网上说明会
2025-05-09 09:24
Group 1: Financial Performance - In Q1 2025, the company's revenue increased by 5.91% year-on-year, while net profit grew by 9.70% and non-recurring net profit rose by 23.26% [2] - R&D investment for 2024 reached 74.4481 million, marking a 21.07% increase compared to the previous year [8] Group 2: Business Expansion Strategies - The company plans to expand its digital healthcare services, focusing on "remote pathology diagnosis + AI assistance" [2] - The smart optics division aims to enhance its capabilities in precision detection and expand into industrial applications [12] - The intelligent electrical segment will deepen its applications in new energy and rail transportation, reinforcing its industry leadership [3] Group 3: Cost Control Measures - The company will strengthen comprehensive budget management and enhance production efficiency through smart manufacturing upgrades [5] - Supply chain management and lean production practices will be optimized to reduce costs [5] Group 4: Market Position and Competitive Advantages - The company is among the few global manufacturers with full voltage level capabilities in the intelligent electrical sector, maintaining a strong position alongside international leaders [7] - The smart optics division is a leading player in the domestic microscope market, with products distributed across 109 countries [7] - The digital healthcare platform covers over 3,000 hospitals, having completed over one million diagnoses [7] Group 5: Challenges and Future Outlook - External factors affecting growth include geopolitical conflicts, accelerated technological iterations, and trade barriers [10] - The company is actively researching strategies to mitigate the impact of currency fluctuations on profits, particularly in emerging markets [11] - Plans for potential adjustments in dividend policies or share buybacks will be based on specific circumstances [12]
中超控股换手率42.63%,龙虎榜上机构买入2075.86万元,卖出3170.02万元
Zheng Quan Shi Bao Wang· 2025-05-09 09:14
中超控股今日下跌4.80%,全天换手率42.63%,成交额22.82亿元,振幅15.65%。龙虎榜数据显示,机构 净卖出1094.16万元,营业部席位合计净卖出8194.60万元。 深交所公开信息显示,当日该股因日振幅值达15.65%、日换手率达42.63%上榜,机构专用席位净卖出 1094.16万元。 证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交3.85亿元,其中,买入成交额为1.46亿 元,卖出成交额为2.39亿元,合计净卖出9288.76万元。 具体来看,今日上榜的营业部中,共有1家机构专用席位现身,即卖五,买入金额2075.86万元,卖出金 额3170.02万元,合计净卖出1094.16万元。 中超控股5月9日交易公开信息 | 买/ | 会员营业部名称 | 买入金额(万 | 卖出金额(万 | | --- | --- | --- | --- | | 卖 | | 元) | 元) | | 买一 | 东方财富证券股份有限公司拉萨金融城南环路证券营业 | 2788.25 | 739.43 | | | 部 | | | | 买二 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 2521.33 ...
ESG行业洞察 | AI、制冷和保险企业在应对气候风险中挖掘Alpha收益
彭博Bloomberg· 2025-05-09 08:10
本文来自彭博终端,终端用户可运行 NSN SV6ZUADWLU68 阅读原文。非终端用户可点击文末 "阅读原文" 预约演示。 彭博行业研究 (Bloomberg Intelligence) 就各公司、行业和市场提供全球投研分析以及交互 式数据。在 环境、社会与治理(ESG) 方面, BI 研究立于行业前沿,聚焦热门话题,为您 分享关键洞察。 扫描二维码 立即订阅 彭博ESG双周报 本期主题:AI、制冷和保险企业在应对气候风险中挖掘Alpha收益 (彭博行业研究)—— 管理巨灾风险、启用AI以及维持低温环境等长期需求,有望为致力于 应 对 气 候 威 胁 的 企 业 创 造 机 遇 。 近 年 来 , 专 注 于 财 险 和 意 外 险 经 纪 业 务 ( 如 A.J. Gallagher)、数据中心能效(如施耐德电气)以及暖通空调(如特灵)等领域公司的股票回报 率高于同业。 过去一年保险经纪公司的股票大幅跑赢标普500指数 从过去一年、三年和五年等权重贝塔调整后的回报率来看,专注于美国市场的财险及意外险 公司、保险公司、保险经纪公司和再保险公司的股票均跑赢标普5 0 0指数。其中保险经纪公 司 的 回 报 ...
A股回购增持潮涌,近一月370家公司出手
Huan Qiu Wang· 2025-05-09 07:58
Group 1 - Over 120 A-share companies announced share repurchase and increase plans on May 7, with 370 companies launching repurchase plans in the past month [1] - A total of 252 companies announced share repurchase plans with a combined upper limit of 68.194 billion yuan, while 118 companies' major shareholders planned to increase their holdings with a total upper limit of approximately 45.610 billion yuan [1] - 18 listed companies launched large-scale repurchase plans exceeding 1 billion yuan, with CATL leading the way, planning to use no less than 4 billion yuan and no more than 8 billion yuan for repurchasing shares [3] Group 2 - XCMG announced a repurchase plan using no less than 1.8 billion yuan and no more than 3.6 billion yuan, with a repurchase price not exceeding 13.00 yuan per share, having already repurchased 223 million shares, accounting for 1.89% of its total share capital [3] - In addition to XCMG, other notable companies such as China Railway, COSCO Shipping, and State Grid NARI also launched repurchase plans exceeding 1 billion yuan [3] - Major shareholders of several listed companies, including Sinopec, announced plans to increase their holdings, with Sinopec Group planning to invest no less than 2 billion yuan and no more than 3 billion yuan in A-shares and H-shares [4] Group 3 - Company executives and management also played a significant role in the increase plans, with Haide shares announcing that its executives plan to increase their holdings by no less than 20.73 million yuan [4] - Among the executives, 11 non-independent directors and senior management plan to increase their holdings by no less than 14.60 million yuan, while 11 other management members plan to increase by no less than 6.13 million yuan [4]
外企挖掘中国初创企业绿色创新潜力
Di Yi Cai Jing· 2025-05-09 07:40
Core Insights - China's leading role in sustainable development innovation is expected to have a positive impact on the entire Asia-Pacific region and globally [1][5][6] Group 1: Investment and Innovation - Chinese startups in the green innovation sector are attracting increasing foreign investment, with notable interest from companies like PepsiCo [2][5] - The "Green Accelerator" (GHAC) project by PepsiCo has seen a 37% increase in applications from the Asia-Pacific region this year, with 270 applications, of which 47 are from Chinese startups, marking a historical high [3] - Five out of the ten finalists in the Asia-Pacific region for the GHAC project are Chinese startups, indicating strong performance in the innovation landscape [3] Group 2: Sustainable Practices and Collaborations - Schneider Electric's "Zero Carbon Program" aims to help 1,000 suppliers reduce carbon emissions by 50% by 2025, with over 270 Chinese suppliers already achieving an average reduction of 42% [4] - Collaborations between Chinese startups and major corporations are crucial for identifying new market opportunities and transforming business models [4][5] Group 3: Market Potential and Technological Advancements - The Chinese market is seen as a significant source of innovation potential, with companies like PepsiCo collaborating with local firms to convert organic waste into renewable energy [5][6] - China's rapid development in sustainable agriculture, circular economy, and climate change solutions is driven by policy support, technological breakthroughs, and growing consumer demand for sustainability [6]
中欧企业联盟举办“走进德国”活动 探索合作新机遇
Xin Hua Wang· 2025-05-09 05:46
Core Viewpoint - The "Walk into Germany" event organized by the China-Europe Business Alliance aims to explore new opportunities for deepening China-Germany and China-Europe economic cooperation, highlighting the importance of dialogue and collaboration between enterprises from both regions [1][2]. Group 1: Event Overview - The event took place in Frankfurt and gathered over 30 member companies of the alliance along with notable Chinese and German enterprises [1]. - The event was co-hosted by the Chinese Consulate General in Frankfurt and the China-Europe Business Alliance [1]. Group 2: Key Statements - The Chairman of the Industrial and Commercial Bank of China (ICBC), Liao Lin, emphasized the bank's commitment to facilitating dialogue between Chinese and European enterprises to enhance economic cooperation [1]. - Ulrich Kaspar, Chairman of the Frankfurt Chamber of Commerce, noted that the development of China-Germany economic relations is the result of decades of mutual respect and cooperation [1]. - Christian Madsen, Director of Government Affairs at Siemens, expressed the belief that economic exchanges between Europe and China are beneficial and that constructive cooperation is essential to address global challenges [1]. - Christoph Kulik, Vice President of Finance at Porsche, highlighted China's role as a leader in sustainable mobility solutions and the importance of deepening cooperation and market openness with China [1]. Group 3: China-Europe Business Alliance - The China-Europe Business Alliance was initiated by ICBC in April 2021 and currently has over 100 member companies, including 45 Fortune Global 500 companies [2]. - During the event, ICBC introduced investment opportunities in China and welcomed Siemens and two other prominent European companies to join the alliance [2].
中证上海国企指数上涨0.17%,前十大权重包含上海电气等
Sou Hu Cai Jing· 2025-05-09 01:35
金融界5月8日消息,上证指数低开高走,中证上海国企指数 (上海国企,950096)上涨0.17%,报1328.79 点,成交额182.85亿元。 数据统计显示,中证上海国企指数近一个月上涨8.04%,近三个月下跌2.28%,年至今下跌6.59%。 据了解,中证上海国企指数以上海市(含区县)国资控股以及重要参股的上市公司证券为待选样本,结 合盈利能力、成长能力、股东回报水平等进行选样,以反映基本面情况较好的上海国资国企相关上市公 司证券的整体表现。该指数以2012年12月31日为基日,以1000.0点为基点。 从指数持仓来看,中证上海国企指数十大权重分别为:中国太保(8.21%)、上海机场(6.23%)、国 泰海通(5.47%)、上海银行(5.28%)、申能股份(3.55%)、浦发银行(3.46%)、上海电气 (3.39%)、联影医疗(3.1%)、华域汽车(3.07%)、上汽集团(3.04%)。 从中证上海国企指数持仓的市场板块来看,上海证券交易所占比100.00%。 从中证上海国企指数持仓样本的行业来看,金融占比28.96%、工业占比23.29%、可选消费占比 12.45%、房地产占比9.90%、医药卫生占比 ...
财信证券晨会纪要-20250509
Caixin Securities· 2025-05-09 01:11
Market Overview - The A-share market shows a mixed performance with the Shanghai Composite Index closing at 3352.00, up 0.28%, while the Shenzhen Component Index rose by 0.93% to 10197.66 [2][3] - The overall market capitalization of the Shanghai Composite Index is 644320 billion, with a PE ratio of 11.79 and a PB ratio of 1.22 [3] Financial Insights - The People's Bank of China conducted a 1586 billion 7-day reverse repo operation, indicating liquidity support in the market [17] - In April, the retail sales of passenger cars reached 1.791 million units, a year-on-year increase of 17% [18] - The logistics price index for April was 105 points, reflecting a year-on-year increase of 2.09% [19] Industry Dynamics - Midea Group and Hisense Group have entered a strategic partnership to develop AI application platforms, focusing on digital transformation and smart logistics [27] - The demand for cooling systems in data centers is driving growth in orders for magnetic levitation compressors, with a projected growth rate of 50% this year [29] - The potential modification of AI chip export controls by the Trump administration is expected to stimulate innovation in the AI hardware sector [31][32] Company Updates - Muyuan Foods reported a 51.8% year-on-year increase in pig sales in April, with a total of 6.573 million pigs sold [36] - Water Sheep Co., Ltd. announced the progress of its share repurchase plan, having repurchased 8,097,150 shares, accounting for 2.09% of its total share capital [39] - Huaxi Biological's injection of sodium hyaluronate composite solution has received approval as a Class III medical device, marking a significant milestone in its product development [41] Regional Economic Dynamics - Changgao Electric New Energy's subsidiaries won a total of 235 million in bids from the State Grid, which is expected to positively impact the company's performance [42] - The 2024 annual report disclosure for Hunan's state-owned listed companies showed a total revenue of 265.266 billion, with a net profit of 7.443 billion [44]
金冠电气现3笔大宗交易 合计成交90.00万股
Zheng Quan Shi Bao Wang· 2025-05-08 12:12
进一步统计,近3个月内该股累计发生8笔大宗交易,合计成交金额为2168.71万元。 证券时报·数据宝统计显示,金冠电气今日收盘价为14.25元,上涨0.85%,日换手率为1.34%,成交额为 2618.79万元,全天主力资金净流出369.09万元,近5日该股累计上涨5.87%,近5日资金合计净流出 435.94万元。 两融数据显示,该股最新融资余额为8943.86万元,近5日减少208.02万元,降幅为2.27%。(数据宝) 5月8日金冠电气大宗交易一览 | 成交量 (万股) | 成交金额 (万元) | 成交价格 (元) | 相对当日收盘折 溢价(%) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 30.00 | 385.80 | 12.86 | -9.75 | 华泰证券股份有限 公司广东分公司 | 招商证券股份有限公司南阳 新华路证券营业部 | | 30.00 | 385.80 | 12.86 | -9.75 | 机构专用 | 招商证券股份有限公司南阳 | | | | | | | 新华路证券营业部 | | 30.00 | 385.80 | ...