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人民日报:泰国正大集团不断加码投资
Ren Min Ri Bao· 2026-02-03 10:10
在华四十余年,泰国正大集团不断加码投资—— "深耕中国市场的决心从未改变" 《人民日报》(2026年01月29日 第 03 版) 1979年,在大多数外商、侨商还处于观望态度时,谢易初与儿子谢国民就来到了广东深圳。那时的 深圳还是一个普通的海边小镇,但蛇口工业区的开山炮声却已震耳欲聋。同年,正大集团与美国康地集 团共同投资3000万美元,成立正大康地有限公司,在深圳建设了中国第一座现代化饲料厂。 1981年,正大康地有限公司拿到中国第一张外资企业批准证书,批准号为"外经贸深外资证字 〔1981〕0001号"。 如今,谢国民已86岁高龄,身为正大集团资深董事长的他回忆当初的抉择,坚定的话语一如当 年:"我看好中国!" 伴随着中国改革开放逐步推进,正大在中国的事业也蒸蒸日上。在浙江,一座现代化农业产业园在 荒地上拔地而起;在山东,一条条现代化食品生产线日夜运转;在北京,数百万枚鸡蛋在自动分拣线上 被传送……如今,正大集团在华设立企业670余家,拥有员工超8万人,涵盖农牧食品、批发零售、制 "不看不知道,世界真奇妙。"1990年,《正大综艺》开播。这档由泰国正大集团冠名,集知识性、 趣味性和娱乐性于一体的节目,给处 ...
新华百货2026年2月3日涨停分析:现金流改善+股权优化+扣非利润增长
Xin Lang Cai Jing· 2026-02-03 06:14
2026年2月3日,新华百货(sh600785)触及涨停,涨停价25.65元,涨幅9.99%,总市值57.87亿元,流通 市值57.87亿元,截止发稿,总成交额11.20亿元。 责任编辑:小浪快报 根据喜娜AI异动分析,新华百货涨停原因可能如下,现金流改善+股权优化+扣非利润增长: 1、公司经 营基本面虽有分化,但Q3经营活动现金流净额同比大增59.47%,货币资金增19.85%,现金流显著改 善。同时Q3扣非净利润同比增34.11%,显示主业盈利能力增强,这两个因素为股价上涨提供了基本面 支撑。 2、控股股东通过协议转让优化股权结构,引入杭州景祺等新投资者,尽管新股东背景不明,但 股权结构的优化给市场带来了一定的想象空间,有望为公司带来新的发展机遇。此外,诉讼事项已获终 审判决,经营风险部分释放,也有利于稳定市场信心。 3、近期商业零售板块受市场关注,行业数据显 示部分零售企业业绩有所回暖。东方财富数据显示,2月3日商业零售板块资金有一定流入,同板块部分 个股也有较好表现,形成板块联动效应。 4、技术形态上,可结合MACD等指标进行分析,若当日 MACD指标形成金叉或有向上趋势,且股价突破关键压力位,会吸引 ...
研报掘金丨方正证券:维持豫园股份“推荐”评级,26年豫园灯会近期开启游客火爆
Ge Long Hui· 2026-02-03 05:45
Core Viewpoint - The performance of Yuyuan Group is under pressure due to its real estate segment, but operational fundamentals are continuously improving [1] Financial Performance - In 2025, the net profit attributable to shareholders is expected to be -4.8 billion yuan, compared to a profit of 0.13 billion yuan in 2024; the non-recurring net profit attributable to shareholders is projected to be -4.7 billion yuan, down from -2.11 billion yuan in 2024 [1] Market Environment - The overall consumption environment remains weak, significantly impacting the company's short-term performance due to the drag from the real estate segment [1] - However, there is optimism as the real estate sector gradually depletes, which will reduce the drag on the company's financial statements [1] Growth Opportunities - There is a marginal recovery in overall offline customer traffic, and the upcoming Lantern Festival in 2026 is expected to attract a large number of visitors [1] - The company is also focusing on its time-honored brands and high-potential brands, gradually initiating brand overseas expansion and globalization efforts, which may lead to improvements in the consumption sector [1] - The upcoming projects in the Dayuyuan area, including the second phase of Yuyuan and the Fuyou Road site, are expected to contribute incremental growth [1] Future Projections - The company anticipates a net profit attributable to shareholders of 1.01 billion yuan in 2026 and maintains a "recommend" rating [1]
“处实不居华”:读懂宝安发展的信号和信心
Nan Fang Du Shi Bao· 2026-02-03 03:59
Core Insights - Bao'an District is set to enter a new phase as it aims to become a "trillion-dollar industrial zone" by 2025, marking the end of the 14th Five-Year Plan and the beginning of a new era [3][6] - The district has achieved significant milestones in the past year, including surpassing a trillion yuan in industrial output, setting records in airport cargo and passenger traffic, and exceeding 600 billion yuan in import and export volume [3][4] - Bao'an is focusing on enhancing its business environment, with over a million commercial entities and a leading number of specialized "little giant" enterprises in the country [4] Economic Performance - The industrial output value of Bao'an has crossed the trillion yuan mark, securing its position as the second among the top industrial districts in China [3] - The total retail sales of consumer goods exceeded 160 billion yuan, with new commercial space leading the city at 580,000 square meters [3] - The district's new strategic industries have reached a total output value of 1.2 trillion yuan, showcasing a shift towards intelligent manufacturing and innovation [3][4] Talent and Industry Alignment - Bao'an is actively working to connect high-end talent with industry needs, particularly in artificial intelligence, high-end manufacturing, and semiconductor sectors [7] - The district is implementing a "precise talent navigation" strategy to ensure that intellectual resources are effectively aligned with key segments of the industrial chain [7][9] Governance and Community Engagement - The district is focusing on grassroots governance by enhancing the penetration of quality resources to local communities, exemplified by successful community management initiatives [13][15] - Bao'an is also prioritizing healthcare accessibility through the establishment of a tiered medical system, improving service delivery in local health facilities [15] Future Development Goals - Bao'an aims to achieve a balance between quantitative growth and qualitative improvement, with a focus on modernizing its industrial base and enhancing living standards [17][18] - The district's development strategy includes eight major projects aimed at stimulating domestic demand, enhancing value, and fostering collaborative growth across urban and rural areas [18]
460余项新春活动同步上演 北京商圈成春节休闲娱乐首选地
Bei Jing Shang Bao· 2026-02-02 15:43
各类优惠活动激活春节消费活力。各商场推出多项惠民优惠,涵盖餐饮、零售、消费满减等多个领域。 例如新辰天地(大兴店)多家餐厅主推春节家庭套餐,同时推出75元团100元餐饮券。 同时,北京市推出多项惠民政策,卢慧玲介绍,春节期间北京加大家电以旧换新、数码产品购新补贴力 度,消费者可通过京通平台便捷申领,线下消费券随用随领。 北京商报记者 刘卓澜 2月2日,商务部等九部门印发《2026"乐购新春"春节特别活动方案》提出,组织百街千圈、千集万店开 展"好礼享不停"活动,指导重点商圈、品牌门店、离境退税商店等线下实体备足优质货源,联动开展惠 民促销。北京商报记者从各商圈获悉,春节期间,除了除夕及大年初一营业时间有所变动,其余时间均 回归正常营业。假期内,各类特色活动同步上演,实现全域联动、多点开花。同时,北京市以"乐购新 春·京彩四季"为主题,推出460余项新春促消费活动,商圈消费场景持续升级,成为春节休闲消费的首 选之地。 北京联动全市重点商圈,打造"传统与现代交融、文化与潮流共生"的沉浸式消费场景,让京城年 味"热"起来"潮"起来。北京市商务局党组成员、副局长、新闻发言人卢慧玲在2026年北京市春节文化活 动新闻发 ...
百联股份:公司持续探索创新商业模式
Zheng Quan Ri Bao Wang· 2026-02-02 13:12
Core Viewpoint - The company is actively exploring innovative business models to adapt to new characteristics and highlights in the consumer market, aiming to enhance operational performance and create greater value for investors [1] Group 1 - The company is expanding its supply chain construction as part of its strategy [1] - The company is promoting asset securitization to improve its financial structure [1] - The company is optimizing its product structure to better meet market demands [1] Group 2 - The company is deepening organizational changes to enhance efficiency and effectiveness [1] - The company is committed to continuous exploration and innovation in response to market trends [1]
百联股份:二级市场股价走势受综合因素影响
Zheng Quan Ri Bao Wang· 2026-02-02 12:45
Core Viewpoint - The company acknowledges investor concerns regarding market volatility, attributing stock price movements to a combination of market sentiment and macroeconomic factors [1] Group 1 - The company is actively exploring innovative business models to adapt to new characteristics and highlights in the consumer market [1] - Efforts include expanding supply chain development and promoting asset securitization to enhance intrinsic value and core competitiveness [1]
【践行“两高四着力”一线调研行】中原,真中!
Zheng Zhou Ri Bao· 2026-02-02 01:56
Core Viewpoint - The article emphasizes the development and transformation of the Central Plains region, particularly Zhengzhou, focusing on industrial innovation, urban integration, and cultural consumption to drive economic growth and improve quality of life [3][10][22]. Industrial Development - The Central Plains region is enhancing its industrial base by promoting smart manufacturing and digital transformation, with a focus on key sectors such as artificial intelligence, new materials, and low-carbon technologies [5][7]. - In 2025, the region aims to establish a comprehensive development system that integrates application research, enterprise incubation, and results transformation, with a projected industrial investment growth of 11.23% year-on-year [7][9]. - The number of technology service enterprises reached 9,156, with a revenue growth of 25.8% in the first three quarters [7][9]. Urban Integration - The strategy of "one area, multiple parks" is being implemented to enhance urban and industrial integration, leading to efficient resource utilization and increased investment ratios [11][14]. - The region has developed 57 operational industrial carriers, with over 16,000 enterprises registered, contributing 12.92 billion yuan in district-level tax revenue, accounting for 37.35% of the total [13][14]. Investment Attraction - The Central Plains region is actively improving its business environment to attract investments, with new projects signed totaling 48.6 billion yuan and an expected completion of 31.1 billion yuan in new construction projects [18][19]. - The region has successfully attracted high-profile enterprises and talents, enhancing its economic dynamism and fostering a robust investment landscape [19][21]. Cultural and Consumption Development - The region is leveraging cultural and sports events to enhance consumer engagement, hosting over 900 major events and generating significant economic activity [23][25]. - Initiatives to integrate cultural, tourism, and sports sectors are being promoted to transform transient visitors into regular consumers, thereby boosting local economic growth [25][27]. Smart Governance - The Central Plains region is adopting smart governance practices, utilizing data and technology to enhance service delivery and community engagement [28][32]. - A comprehensive data-sharing system has been established, facilitating efficient management and responsive governance to meet community needs [32][29].
漫步前滩太古里,邂逅冬日里的艺术与浪漫
Xin Lang Cai Jing· 2026-02-01 12:03
(来源:上观新闻) 这个冬天,前滩太古里星光般的灯饰与泡泡玛特"星星人"装置相互映照,不少路人停下脚步拍照——这 里正上演"Let's Cherish Well璀璨好生活"温暖节庆季的第二篇章。 通过光影艺术装置、主题展览与品牌焕新,以光影和互动场景传递节日温情,为市民打造融合浪漫氛围 与城市温度的公共生活空间。 前滩太古里携手泡泡玛特POPMART呈现的"怦然星动"星星人主题展。 同期,天马艺术装置落户中央公园东大草坪,新春游园会于东大台阶及喷泉广场开启,以沉浸式光影体 验丰富市民节日文化生活。 蒂芙尼新春天马艺术装置。 HEREFIC I 1 27 12 120 22 H (6) 1 100 用用用 u IT H 4 n H H 服服服 101 10 it H 1 14 用 14 l 1 20 上刘 changes and = it l si t in it All month and 4 A . . milli Creation n ... 上观 H . No DANILL n PFI IIIII 11 1711 9 5 I stud min A OL观 "璀璨好生活"温暖节庆季以光影为载体、以爱意为内 ...
购好物 闹新春 观大展 重体验
Xin Lang Cai Jing· 2026-02-01 06:55
Core Viewpoint - The "Spring Shen Beautiful Life Welcoming New Season" initiative in Minhang District aims to boost consumer spending and enhance cultural experiences during the festive season, featuring a variety of activities and promotions to attract visitors [1][2]. Group 1: Event Overview - The "Spring Shen Beautiful Life Welcoming New Season" is a key event in Minhang District from January to March, focusing on the peak consumption period at the year's end and beginning [2]. - The initiative includes 51 activities across four main categories: "Come to Minhang for Good Goods," "Come to Minhang for New Year Celebrations," "Come to Minhang for Grand Exhibitions," and "Come to Minhang for Fun Experiences" [2]. Group 2: Activities and Promotions - The event features a blend of cultural performances, traditional games, and interactive experiences, including intangible cultural heritage displays such as shadow puppetry, paper cutting, and sugar blowing [1]. - Consumer incentives include the distribution of no-threshold vouchers ranging from 5 to 50 yuan for 25 popular merchants, alongside online promotions through the "Spring Shen Quality Products Happy GO" app [1]. Group 3: Future Plans - Following the success of the inaugural "Spring Shen Beautiful Life Season," the event will expand into a year-round series, introducing seasonal themes such as "Welcoming New Season," "Shopping Season," "Fashion Season," and "Active Season" to create a sustainable consumption ecosystem [2].