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三羊马提前赎回“三羊转债”,提醒持有人限期转股
Xin Lang Cai Jing· 2025-09-17 08:40
三羊马(重庆)物流股份有限公司发布提前赎回"三羊转债"的第一次提示性公告。2025年9月16日赎回 条件满足,公司决定行使提前赎回权。"三羊转债"赎回价格100.49元/张(含当期应计利息),停止交易 日为10月14日,赎回登记日为10月16日,赎回日为10月17日。截至10月16日收市后仍未转股的将被强制 赎回,赎回完成后"三羊转债"将在深交所摘牌。公司提醒持有人注意在限期内转股,未及时转股可能面 临损失。经自查,相关人员在赎回条件满足前六个月内无交易"三羊转债"情形。 ...
中观景气9月第2期:楼市景气继续改善,国际大宗品涨价
Downstream Consumption - Real estate sales show marginal improvement, with a 2.3% year-on-year increase in transaction area for 30 major cities as of September 14, 2025. First-tier cities saw a significant increase of 13.2% in transaction area [7][10] - Durable goods consumption is declining, with a 10.0% year-on-year decrease in retail sales of passenger cars during the first week of September. Air conditioning production for both domestic and international markets also saw declines of 6.3% and 16.6% respectively [8][12] Midstream Manufacturing - Construction demand remains weak, but manufacturing activity has improved. The operating rate for manufacturing increased significantly, with a 6.8% rise in the operating rate of petroleum asphalt plants [30][34] - The price of rebar has decreased by 1.5%, while the operating rate of blast furnaces has increased by 3.5%, indicating a rebound in steel production despite weak demand [16][17] Upstream Resources - Coal prices remain resilient, with a slight increase of 0.1% in the price of thermal coal as of September 12, 2025. Supply expectations are tight due to ongoing industry consolidation [35][36] - Prices for non-ferrous metals and crude oil have risen, with gold prices increasing by 0.9% and Brent crude oil prices rising by 2.3% due to heightened expectations of interest rate cuts by the Federal Reserve and geopolitical tensions in the Middle East [37][38] Logistics and Passenger Flow - Long-distance passenger transport is experiencing seasonal declines, while urban transport activity has increased. Subway ridership in major cities rose by 3.6% week-on-week [42][48] - Freight transport shows marginal improvement, with highway truck traffic increasing by 6.2% and railway freight volume rising by 1.8% [53][54] - The Baltic Dry Index (BDI) has increased by 7.4%, indicating a significant rise in dry bulk shipping rates [55][57]
上海企业反“内卷”的底气,从何而来?解放日报调研本市民营经济→
Sou Hu Cai Jing· 2025-09-17 06:54
Group 1 - The private economy in Shanghai plays a crucial role, contributing nearly 30% of the city's industrial output and fixed asset investment, and accounting for three-quarters of new employment in 2024 [1] - Shanghai is home to 80% of the "specialized, refined, distinctive, and innovative" enterprises, as well as "little giant" companies, which are predominantly private enterprises [1] - The success of Black Lake Technology is attributed to breakthroughs in AI empowerment and equipment adaptability, enabling quality cultural and artistic resources to reach global markets without physical space limitations [3][4] Group 2 - Black Lake Technology has assisted over 30,000 factories in digital transformation, becoming the leading industrial software provider in the Asia-Pacific region [4] - The founder of Black Lake Technology noted that the digital transformation wave has led more enterprises to recognize the importance of digital solutions, which is a market opportunity for the company [4] - The establishment of Union Medical, which focuses on high-end medical equipment, has shifted the reliance on imported brands to domestic production, with products now in over 15,000 clinical and research institutions globally [6][8] Group 3 - Union Medical has formed deep collaborations with universities and hospitals, enhancing its innovation capabilities through industry-academia integration [8] - The company has cultivated nearly 1,000 quality domestic suppliers, including around 100 "specialized, refined, distinctive, and innovative" enterprises, contributing to the capital market [8] - The logistics technology company, Westwell Technology, has expanded its services from single logistics scenarios to multi-modal transport across 28 countries, emphasizing the importance of AI and application scenarios for product iteration [10]
“十四五”期间央企平年均采购量超15万亿元,直接拉动产业链企业约200万户
Bei Jing Shang Bao· 2025-09-17 03:22
其中,在基础产品供应方面,中央企业承担了约80%的原油、70%的天然气、60%的电力供应,在能源 保供、粮食保障、物流运输等方面发挥了不可替代的作用;在产业协同带动方面,近年来中央企业平均 每年的采购量超过15万亿元,直接拉动产业链上下游、大中小企业约200万户,间接辐射上下游企业近 700万户;在产业协同带动方面,近年来中央企业平均每年的采购量超过15万亿元,直接拉动产业链上 下游、大中小企业约200万户,间接辐射上下游企业近700万户。 北京商报讯(记者 和岳)9月17日,在国务院新闻办公室举行的"高质量完成'十四五'规划"系列主题新 闻发布会上,国务院国资委副主任袁野表示,中央企业以自身的高质量发展,为经济社会平稳健康运行 提供更好地支撑。 ...
国务院国资委:近年来中央企业平均每年采购量超过15万亿元
Yang Shi Wang· 2025-09-17 02:43
Core Viewpoint - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the role of central enterprises in supporting stable and healthy economic operations through high-quality development [1] Group 1: Economic Contributions - Central enterprises are responsible for approximately 80% of crude oil, 70% of natural gas, and 60% of electricity supply, highlighting their critical role in energy security and logistics [1] - The average annual procurement amount by central enterprises exceeds 15 trillion yuan, directly stimulating around 2 million upstream and downstream enterprises, and indirectly affecting nearly 7 million enterprises [1] Group 2: Support for SMEs - Central enterprises are creating a favorable environment for the development of upstream, downstream, and small and medium-sized enterprises (SMEs) through project cooperation, timely payments, and rent reductions [1]
中国代表团访问武科瓦尔探讨建立物流枢纽
Shang Wu Bu Wang Zhan· 2025-09-16 16:27
此次合作还涉及奥西耶克机场,该机场已拥有一个3万平方米的仓库,用于分销中国产品。通过中 克双方的合作,可将克东部地区打造为集水路、公路、铁路和航空运输于一体的联运战略枢纽。 (原标题:中国代表团访问武科瓦尔探讨建立物流枢纽) 据克通社9月11日报道,由河北省副省长金晖率领的中国代表团周三访问了武科瓦尔,就加强经济 合作、发展物流能力并增加中克贸易进行交流。代表团还会见了武科瓦尔-斯里耶姆省、武科瓦尔港以 及萨格勒布经济特区公司的官员。 双方重点讨论了改善武科瓦尔港与中欧铁路网的连接、开辟新的跨里海航线以及在武科瓦尔港建立 物流枢纽等议题。双方还商定将与河北国际陆港集团进一步合作,力争将武科瓦尔打造成为该地区重要 的多式联运枢纽。 ...
交通运输部部署做好中秋国庆假期交通运输服务保障
Xin Hua She· 2025-09-16 14:58
这名负责人表示,在旅客运输服务保障方面,将加强道路水路客运组织,做好假期客流特征研判分析, 强化重点区域运力投放和应急调度。落实大型邮轮"一船一策"、重点客运航线"一线一策"管理举措,做 好水路客运服务保障。同时,提升运输服务质量,拓展线上售票渠道,便捷旅客购票乘车乘船。加强重 点群体关心关爱,依法依规落实重点群体交通出行优先优待政策。 新华财经北京9月16日电(记者叶昊鸣)记者16日从交通运输部获悉,针对今年中秋、国庆假期叠加, 全社会人员流动量将大幅增长等情况,交通运输部近日就统筹做好中秋、国庆假期期间交通运输安全生 产、旅客运输服务、交通物流保通保畅等工作进行部署。 据交通运输部有关负责人介绍,各地交通运输部门将全力抓好交通运输安全生产工作,对"两客一危"车 辆、高风险路段和桥梁、水上客运、特殊作业、港口危险货物储罐等13类重大危险源实施提级管控。加 强游船客船安全监管和商渔船碰撞风险防控。加强港口作业、航道安全和工程建设安全监管。 全力做好交通物流保通保畅,这名负责人说,将加强重点枢纽、主要通道运行监测,做好交通物流运行 风险分析研判和防范应对。同时,强化重点区域应急运力储备,加强协调指挥和统筹调度, ...
上汽安吉物流“安吉茂盛”轮交付,可使用绿色甲醇燃料
Jing Ji Guan Cha Bao· 2025-09-16 10:14
随着"安吉茂盛"轮的加入,安吉物流已建成国内规模最大的自营整车物流船队,共拥有39艘滚装船舶。 目前,安吉物流已开通东南亚、墨西哥、南美西、欧洲、澳新等8条国际航线,航线资源覆盖中国车企 主要出口目的地。到2026年,安吉物流外贸远洋船队的规模将达到22艘,进一步支撑中国自主品牌加速 跨洋出海。 上汽集团董事长王晓秋等嘉宾出席了命名交付仪式。季颖秋女士为新船命名,王晓秋董事长宣布"安吉 茂盛"轮启航,随后该轮将奔赴欧洲执行运输任务。 (原标题:上汽安吉物流"安吉茂盛"轮交付,可使用绿色甲醇燃料) 9月16日讯,安吉物流投建的9500车位甲醇预留汽车运输船"安吉茂盛"轮命名交付仪式在江南造船长兴 基地举行。该船是今年加入安吉物流远洋船队的第六艘新船,也是第四艘9500车位级新船。 安吉物流(上汽安吉物流股份有限公司)是上汽集团(上海汽车集团股份有限公司)控股的专业物流子 公司,两者是母公司与子公司的从属关系,同时也是紧密的战略协同关系。"安吉茂盛"轮由上海船舶研 究设计院和江南造船等合作伙伴为安吉物流打造,总长228米,型宽37.8米,具备9500车位的承载能 力。该船采用甲醇预留设计,已完成超大容积甲醇燃料舱 ...
尾盘,大跳水!5倍股闪崩!
Zheng Quan Shi Bao· 2025-09-16 09:21
Market Overview - A-shares saw a rebound in the afternoon with the Sci-Tech 50 index performing strongly, rising over 2% during the session [1] - The Shanghai Composite Index closed slightly up by 0.04% at 3861.87 points, while the Shenzhen Component rose by 0.45% to 13063.97 points, and the ChiNext Index increased by 0.68% to 3087.04 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 236.73 billion yuan, an increase of 63.9 billion yuan from the previous day [1] Sector Performance - The logistics sector saw significant gains, with stocks like New Ning Logistics, Jushen Co., and Yiatong hitting the daily limit [1] - The automotive supply chain stocks were active, with Hengshuai Co. and Junsheng Electronics also reaching the daily limit [1] - The robotics sector experienced a resurgence, with stocks such as Anpeilong and Hanwei Technology hitting new highs [1][2] Robotics Sector Developments - The robotics concept stocks were notably active, with several companies including Hengshuai Co., Anpeilong, Hongchang Technology, and Hanwei Technology all hitting the daily limit of 20% [2] - Yushu Technology announced the open-source UnifoLM-WMA-0 architecture, aimed at advancing the global embodied intelligence industry [2] Tesla's Robotics Progress - Elon Musk mentioned at the All-In Summit that Tesla is completing the design of the Optimus Gen3, which will feature human-like dexterity and AI capabilities [4] - The supply chain related to the dexterous hand of the Optimus Gen3 is expected to be a key focus area, with potential collaborations in the pipeline [4] Pharmaceutical Sector Update - The stock of Yaojie Ankang experienced extreme volatility, initially surging over 60% before closing down 53.7%, with a trading range exceeding 120% [5][7] - The company announced that its core product, Tinengotinib, received clinical approval for a trial in treating specific types of breast cancer [7]
炬申股份录得4天3板
Zheng Quan Shi Bao· 2025-09-16 03:00
炬申股份再度涨停,4个交易日内录得3个涨停,累计涨幅为19.80%,累计换手率为62.84%。截至 10:34,该股今日成交量1854.79万股,成交金额3.15亿元,换手率15.88%。最新A股总市值达30.35亿 元,A股流通市值21.27亿元。 龙虎榜数据显示,该股因连续三个交易日内,涨幅偏离值累计达20%、日跌幅偏离值达7%上榜龙虎榜2 次,买卖居前营业部中,机构净卖出1188.68万元,营业部席位合计净卖出2428.26万元。 公司发布的半年报数据显示,上半年公司共实现营业收入6.62亿元,同比增长49.12%,实现净利润 4080.61万元,同比增长3.18%,基本每股收益为0.2500元,加权平均净资产收益率5.28%。 2025.09.10 1.40 2.87 359.36 2025.09.09 -0.33 3.20 -131.71 2025.09.08 3.16 3.73 196.33 2025.09.05 1.74 2.90 -263.55 据天眼查APP显示,炬申物流集团股份有限公司成立于2011年11月10日。注册资本16669.111万人民币。 近日该股表现 日期当日涨跌幅(%)换手 ...