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10座3万亿超级城市来了?你的工作、房子正在被重新定价!
Sou Hu Cai Jing· 2026-01-09 01:44
如果我现在就告诉你,五年之后,中国将会有10座城市的经济体量达到3万亿,每一个拿出来都相当于一个欧洲中等的发达国家。你相信吗?此时你肯定会 说了,别再吹啦! 那么今天我就带你来一探中国未来5年发展之大变革。收藏转发,因为这关乎到我们所有人的房子、票子,甚至是未来的工作机会,未来我们的财富也将被 重新分配。接下来不吹捧,不打压,用事实说话。 首先,我们来看看现在都有哪些城市已经达到3万亿的目标了? 五座城市,它们分别是上海、北京、深圳、重庆、广州!其中上海GDP就首次突破了5万亿元,已经稳居全国第一了!说到这,你最起码相信一半了吧。别 着急,我们接着往下看。 2024年,香港的GDP已经达到2.93万亿元,预计2025年就能够达到目标了。这是第六个了吧。那么还有四个是谁呢?苏州作为最强的地级市,2024年其GDP 已经达到2.67万亿了,预计到2026年就能够突破3万亿的大关!这个基本上是没有什么悬念的。这是第七个了吧。 去年,成都的GDP是2.35万亿,武汉是2.11万亿,如果按照3万亿的目标,那么每年经济增长需要达到1500亿元。这个是有一点难度的。但是作为西部的成都 和长江中游的武汉,现在这两个城市都已经 ...
骏启新章 跃赴新程,东莞市上市公司协会2026年度大会举行
Quan Jing Wang· 2026-01-08 01:40
2026年1月7日,以"骏启新章 跃赴新程"为主题的东莞市上市公司协会2026年度大会举行。活动既是为 了总结过往、表彰先进,更是为了研判新形势、把握新机遇、凝聚新共识,共同探讨在"十五五"新赛道 上,如何更好地发挥资本市场功能,赋能实体经济,推动东莞在高质量发展的新征程上行稳致远、再攀 高峰。 活动由中共东莞市委金融委员会办公室指导,东莞市上市公司协会主办,兴业银行东莞分行支持。中国 证监会广东监管局党委委员、副局长王文哲,广东省委金融办二级巡视员刘凯文,松山湖党工委副书 记、管委会主任杨阳,广东省工商联副主席冯日华,东莞市委金融办副主任(分管日常工作)朱润明, 以及东莞市委网信办、市委统战部、市委社会工作部、市国资委、市工信局、市科技局、市商务局、市 投促局、市税务局、市财政局、市工商联、市社会组织事务中心等领导嘉宾出席了活动。 绘就发展新图景,构筑产融强支撑 上市公司是东莞经济的重要组成部分,是支撑产业发展的坚实力量。在刚刚过去的"十四五",资本市 场"东莞板块"迎来了提质扩容的快速成长期。过去五年,东莞资本市场实现跨越式发展,A股上市公司 数量从2021年的36家增至64家,稳居全省地级市首位,总市值 ...
A股上市公司2025年分红超2.6万亿元丨财经早餐
Sou Hu Cai Jing· 2026-01-06 23:33
(来源:经济日报) ■"十四五"期间,全国民航固定资产投资再创新高,五年间累计完成固定资产投资6300亿元,"10+3"骨干航路网基本建成,我国民航综合保障能力迈上新 台阶。 ■水利部:2025年我国全年完成水利建设投资12848亿元,全年水利建设完成投资连续4年超万亿元。 ■自然资源部:2026年,我国将继续开展新一轮找矿突破战略行动,同时开展"圈而不探"专项整治,严厉打击违法开采战略性矿产资源行为。 ■商务部:将支持企业建设再生资源高值化回收利用项目,优化支持分拣中心建设,培育绿色循环消费。 ■数据显示,截至2025年12月31日,A股上市公司2025年分红超2.6万亿元,创历史新高。 ■国家数据局:2026年,我国将推出30余项数据领域国家标准,包括在智能体、具身智能等前沿方向布局一批数据标准,在公共数据、高质量数据集等方 面加快出台一批急需的数据标准。 ■2026年国内成品油价格首次调整于6日24时开启。本次汽、柴油价格不作调整,未调金额纳入下次调价时累加或冲抵。 转自:经济日报 ■数据显示,2025年英国新车注册量同比增长3.5%至202万辆,电动汽车占比持续增加,2025年中国汽车品牌在英国新车注 ...
《江苏省上市公司发展报告(2025)》发布
Core Insights - The release of the "Jiangsu Province Listed Companies Development Report (2025)" highlights the role of technological innovation in driving industrial innovation and promoting high-quality economic development in Jiangsu [1][2] Group 1: Overview of Jiangsu Listed Companies - The report showcases the comprehensive strength and new development of Jiangsu's listed companies, aligning with the strategic tasks of the 20th National Congress focusing on high-quality development and technological innovation [2] - It analyzes 696 listed companies in Jiangsu, employing a four-dimensional structural analysis framework that includes overall, capital market empowerment, industrial development empowerment, and regional development empowerment [2][3] Group 2: In-depth Analysis of Four Key Areas - The overall section provides a multi-dimensional view of the basic situation, operational performance, ESG practices, corporate governance, and social contributions of listed companies [3] - The capital market empowerment section focuses on financing channels, mergers and acquisitions, equity incentives, and the innovation performance of technology enterprises [3] - The industrial development empowerment section reviews contributions, opportunities, challenges, and forward-looking development suggestions for key sectors such as pharmaceuticals, integrated circuits, high-end intelligent equipment, and automotive parts [3] - The regional development section summarizes government initiatives and achievements across Jiangsu's 13 cities in promoting high-quality development of listed companies [3] Group 3: Achievements of Jiangsu Capital Market - Jiangsu's listed companies have shown sustained scale advantages and improved comprehensive strength, covering a "1650" industrial system with solid operational performance [4] - Innovation momentum has significantly increased, with Jiangsu's companies leading in the number of listed firms on the Sci-Tech Innovation Board and the Beijing Stock Exchange, as well as in the number of national-level specialized and innovative "little giant" enterprises [4] - Governance capabilities have improved, with a notable increase in the diligence of independent directors and a high level of financial reporting quality [4] - Efficient use of capital tools has been demonstrated, with over 200 billion yuan in combined equity and bond financing and nearly 200 mergers and acquisitions totaling over 60 billion yuan [4] Group 4: Industrial and Regional Development - The industrial system is continuously upgrading, with innovations in high-end manufacturing, biomedicine, integrated circuits, and automotive parts, alongside emerging sectors like artificial intelligence and low-altitude economy [5] - The regional layout is becoming more coordinated, with a development pattern of "Southern Jiangsu leading, Northern Jiangsu advancing," showcasing complementary functions and collaborative development [6] - In 2025, 28 companies in Jiangsu are set to go public on the A-share market, with 26 belonging to strategic emerging industries, indicating a significant increase in merger and acquisition activities [6]
谨慎布局
第一财经· 2025-12-29 11:45
2025.12. 29 个股普跌,盘面上,碳纤维概念股表现强势,商 业航天、人形机器人题材反复活跃。锂电池产 业链下挫,零售股大幅回调,海南自贸区、 SPD、跨境电商、贵金属题材跌幅靠前。 两市成交额 -万亿元 ▼0.97% 两市成交额缩量,资金观望情绪升温,早盘放 量、午后持续萎缩,尾盘后加速回落,增量资金 入场意愿不强,投资者多以观望为主,市场主 要由存量资金博弈驱动。 A股三大指数分化加剧, 沪指实现九连阳, 创2025年最长连阳记录, 盘中最高触及3983.98 点, 距4000点整数关口仅一步之遥, KDJ指标连续4天处于超买区域, RSl逼近80警戒线, 技 术回调压力累积。 1993家上涨 涨跌停比 90-26 资金情绪 主力资金净流出 散户资金净流入 机构防御中布局,瞄准"春季躁动",资金倾向于布局低估值、高股息板块,将其作为防御底仓和指数稳定 器, 同时, 对于商业航天、人形机器人等具有明确产业趋势和政策支持的成长主线, 进行中长期布局; 散户 更趋谨慎, 观望为主, 短线资金聚焦商业航天、碳纤维等涨停板块, 参与度高但快进快出,中线资金减仓成 长,增配金融、医药等防御性板块,规避高位风险。 ...
从制造到精造 “武汉精品”铸造城市质量名片
Chang Jiang Ri Bao· 2025-12-17 07:01
Core Insights - The "Wuhan Boutique" initiative recognizes not only individual products or services but also creates a regional brand effect, enhancing Wuhan's competitiveness and reputation in quality sectors [1] Group 1: Breakthroughs in Technology - Wuhan enterprises have made significant advancements in key technologies, such as the domestically developed Huashan A1000 chip, which is the first autonomous driving chip of its kind in China, filling a critical gap in the industry [2] - The polyethylene lithium battery separator developed by Wuhan Huqiang New Energy Materials Technology Co., Ltd. has successfully broken the monopoly of Western countries in the high-end market, becoming a core supplier for leading companies like CATL and BYD [2] - The water-based polyurethane curing agent from Wuhan Shiquanxing New Materials Technology Co., Ltd. has achieved the highest market share in the province, breaking the monopoly of foreign high-end products [2] Group 2: Leadership in Intelligent Manufacturing - Wuhan enterprises are setting industry standards through technological innovation in intelligent manufacturing, with companies like Wuhan Dier Laser Technology Co., Ltd. leading the global market in solar cell manufacturing technology [3] - The urban rail transit vehicles from Wuhan CRRC Changke Rail Vehicle Co., Ltd. exceed national standards in ten key performance indicators, ensuring safety in urban transportation [3] - Wuhan Huazhong CNC Co., Ltd. has developed high-speed and high-precision motion control technologies for CNC devices, significantly enhancing processing accuracy and production efficiency [3] Group 3: Quality Benchmarking - Wuhan companies are expanding their domestic and international markets by focusing on extreme quality, such as the "Ricky Special" wind energy tower cable from Aerospace Ricky Cable Co., Ltd., which leads the domestic market with its advanced technology [4] - The L-ornithine hydrochloride from Wuhan Yuanda Hongyuan Co., Ltd. meets international advanced standards and has successfully entered high-end markets in Europe and the United States [4] - Jiuxin Traditional Chinese Medicine Group Co., Ltd. has implemented a quality traceability system for its Chuanbei powder, ensuring high standards in traditional medicine production [4]
收评:创业板指跌近2%,医药等板块疲弱,保险、零售板块逆市拉升
Sou Hu Cai Jing· 2025-12-15 07:37
15日,两市股指午后加速下探,深证成指跌逾1%,创业板指跌近2%,全A近3000股飘绿。 中银证券表示,往后看,A股整体仍处于上行通道之中。首先,政策从"托底"到"提质"的平滑过渡,为 市场创造了稳定的宏观预期环境。随着政策预期趋于稳定,市场动能将从前期主要由政策与资金驱动, 逐步向盈利基本面驱动转换。A股当前正处于"牛市中继"阶段,2026年中长期资金入市等政策性利好依 然可期,而价格中枢回暖、内需复苏以及产业创新带来的盈利增长将有助于市场走向全面牛。短期来 看,美联储继任人选以及国内货币财政政策的落地或将成为岁末年初市场关注的焦点。随着地缘政治风 险的缓和以及中美政策预期的逐步落地,明年A股的跨年配置行情有望提前启动,围绕"春躁"布局,可 重点关注科技+"反内卷"两条主线。 截至收盘,沪指跌0.55%报3867.92点,深证成指跌1.1%,创业板指跌1.77%,科创50指数跌2.22%,沪 深北三市合计成交17945亿元。 盘面上看,半导体、传媒、医药等板块走低,保险、零售、食品饮料、钢铁、酿酒等板块拉升,商业航 天、黄金概念等活跃。 ...
美联储宣布降息25个基点!A500ETF南方(159352.SZ)开盘上扬!
Jin Rong Jie· 2025-12-11 06:17
Group 1 - The A500ETF Southern (159352.SZ) rose by 0.33% as of 9:55 AM, with notable gains in stocks such as TBEA (over 4%), CATL, Lattice Semiconductor, and Zijin Mining (over 3%) [1] - The Federal Reserve, led by Chairman Powell, decided to cut interest rates by 25 basis points, indicating a challenging economic environment with upward inflation risks and downward employment risks [1] - Guojin Securities reports that the relaxation of constraints on non-bank financial institutions in China will create a positive feedback loop with the recovery of profits across the A-share market, while the global manufacturing recovery aligns with domestic production and exports [1] Group 2 - The CSI A500 Index is a significant broad-based index that covers leading companies in China's new economy, providing risk diversification compared to single-industry indices [2] - The index includes stable representatives from traditional industries and leading firms from emerging sectors like pharmaceuticals, renewable energy, and computing, creating a balanced investment portfolio [2] - The A500ETF Southern closely tracks the index, demonstrating active trading, ample liquidity, and significant fee advantages, making it a valuable tool for capitalizing on China's economic structural transformation [2]
实现规模与质量双重跃升
Jin Rong Shi Bao· 2025-11-28 00:51
Core Insights - China's high-end manufacturing industry has achieved historic breakthroughs in innovation, digital transformation, and modernization of the industrial chain during the "14th Five-Year Plan" period, transitioning from "catching up" to "keeping pace" and then to "leading" [1] Group 1: Scale and Profitability Growth - The number of high-end manufacturing listed companies in China reached 2,503 by the end of 2024, a growth of over 50% from 1,661 in 2020, with a compound annual growth rate (CAGR) of 10.80%, significantly higher than the overall A-share market growth of 6.52% [2] - The total market value of these companies increased to 32.47 trillion yuan, and total assets reached 27.24 trillion yuan, representing a 68.79% growth over five years, with an annual CAGR of 13.98%, surpassing the A-share average of 9.40% [2] - Revenue for high-end manufacturing companies grew from 9.36 trillion yuan in 2020 to 15.41 trillion yuan in 2024, with a CAGR of 13.27%, while net profit maintained a high CAGR of 12.28%, indicating strong internal growth momentum [2] Group 2: Contributions to Tax and Employment - In 2024, tax contributions from high-end manufacturing companies reached 253.90 billion yuan, with a five-year CAGR of 10.85% [3] - The number of employees in this sector reached 10.35 million, with a five-year CAGR of 9.00%, highlighting its role in absorbing technical talent and stabilizing the job market [3] Group 3: High-Quality Development Achievements - R&D intensity in high-end manufacturing companies increased, with R&D spending as a percentage of revenue rising from 5.06% in 2020 to 6.06% in 2024, totaling 934.12 billion yuan in annual R&D expenditure, with a CAGR of 18.51% [4] - The number of R&D personnel grew from 1.17 million to 1.84 million, with a CAGR of 12.07%, providing continuous intellectual support for technological iteration and industrial upgrading [4] - Overseas revenue for high-end manufacturing companies increased from 2.09 trillion yuan to 4.31 trillion yuan from 2020 to 2024, with a CAGR of 19.81%, indicating a rising internationalization level [4] Group 4: Market Value Management and Shareholder Returns - The total market value of the industry increased by 3.36 trillion yuan in 2024, with significant growth in sectors like semiconductors, communication equipment, and electronics, all exceeding 15% [5] - Total dividends for the year reached 362.95 billion yuan, with a dividend payout ratio of 52.59%, an increase of 14.68 percentage points from 2023 [5] - Share buybacks totaled 83.93 billion yuan, with high activity in sectors such as power equipment, electronics, and pharmaceuticals [5] Group 5: Future Outlook - The high-end manufacturing sector is positioned to play a crucial role in China's transition from a "manufacturing giant" to a "manufacturing power," focusing on strategic emerging industries and enhancing the self-sufficiency of supply chains [5][6] - The sector is expected to occupy a more central position in the global industrial landscape, supporting long-term economic growth and contributing to China's modernization efforts [6]
赴美为谷歌建设数据中心,这家公司看点多!| 1125 张博划重点
Hu Xiu· 2025-11-25 16:04
Core Viewpoint - The market experienced fluctuations with the ChiNext Index rising over 3% at one point, but ultimately all three major indices failed to maintain above the 5-day moving average, closing with gains for the day [1] Group 1: Market Performance - The Shanghai Composite Index rose by 0.87%, the Shenzhen Component Index increased by 1.53%, and the ChiNext Index gained 1.77% by the end of the trading day [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.81 trillion yuan, an increase of 84.4 billion yuan compared to the previous trading day [1] Group 2: Individual Stock Movement - Short-term market sentiment showed further recovery, with over a hundred stocks rising more than 9% for two consecutive days, while the number of stocks hitting the daily limit down decreased to five [1] Group 3: Sector Performance - The top performing sectors included optical communication, artificial intelligence large models, and domestic chips, indicating strong interest in technology and innovation [2] - The presence of ST stocks (special treatment stocks) remained significant, with 18 stocks in this category showing gains, reflecting ongoing market volatility [2]