贵阳网•甲秀新闻讯 9月4日，记者从贵阳市统计局获悉，1-7月，全市固定资产投资小幅回升，固定资产 投资同比增长3.4%。分产业看，第一产业投资下降58.8%，第二产业投资增长5.4%，第三产业投资增长 3.8%。分领域看，工业投资增长5.5%，基础设施投资下降0.3%，民间投资增长3.5%。 记者 宋德政 ...

Core Viewpoint - The overall performance of companies listed on the ChiNext board shows strong growth in revenue and net profit for the first half of 2025, leading the A-share market [3][4]. Financial Performance - A total of 1,384 ChiNext companies reported a combined revenue of 2.05 trillion yuan, with an average revenue of 1.48 billion yuan, representing a year-on-year growth of 9.03% [3]. - The net profit for these companies reached 150.54 billion yuan, with an average of 109 million yuan, marking a year-on-year increase of 11.18% [3]. - The net profit excluding non-recurring items was 130.93 billion yuan, with an average of 95 million yuan, reflecting a growth of 11.80% year-on-year [3]. Profitability and Growth - Over 70% of the listed companies achieved profitability, with more than half reporting a year-on-year increase in net profit [5][6]. - Specifically, 1,028 companies were profitable, accounting for 74.28%, and 728 companies saw a net profit growth, representing 52.6% [6]. - In key sectors such as advanced manufacturing, digital economy, and green low-carbon, over 800 companies generated a combined revenue of 1.34 trillion yuan, with a net profit of 113.92 billion yuan, showing growth rates of 9.87% and 15.90% respectively [6]. Sector Performance - In the green low-carbon sector, over 190 companies achieved a revenue of 507.35 billion yuan, growing by 10.85%, and a net profit of 49.70 billion yuan, increasing by 25.55% [6]. - The new energy vehicle industry saw a revenue growth of 11.45% and a net profit increase of 23.38% [7]. - The digital economy sector, comprising over 300 companies, reported a revenue of 370.95 billion yuan, up 8.66%, and a net profit of 29.22 billion yuan, up 40.03% [7]. Investment and R&D - Companies on the ChiNext board showed a significant recovery in investment expansion, with long-term asset investments totaling 182.23 billion yuan, a year-on-year increase of 9.43% [13]. - R&D expenditures across ChiNext companies reached 94.99 billion yuan, growing by 5.35% year-on-year, with 188 companies spending over 100 million yuan on R&D [12][13]. - The second quarter of 2025 saw a notable increase in R&D spending, with 49.87 billion yuan invested, reflecting a quarter-on-quarter growth of 10.51% [12].

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 伴随着上市公司2025年半年报披露完毕，创业板公司半年度的经营情况全部浮出水面。在今年上半年复杂多变的外部环境下，创业板公司 整体经营业绩明显改善，合计实现营业收入（以下简称营收）超2万亿元，实现归属于上市股东的净利润（以下简称净利润）超1500亿 元，同比增速分别超过9%和11%，领跑A股市场。 整体亮眼的经营业绩背后，创业板公司三大重点领域增长动能强劲。此外，业绩报告透露出几大重要趋势，例如海外多元化布局成效显 现、研发创新投入持续加大等。 营收、净利润增速领跑A股市场 截至8月31日，创业板1384家上市公司披露2025年半年度报告。数据显示，上半年创业板公司营收、净利润增速双双领跑A股市场。 从整体业绩看，创业板公司上半年收入规模稳步增长，合计实现营收2.05万亿元，平均营收为14.83亿元，同比增长9.03%；盈利水平显著 提升，合计实现净利润1505.42亿元，平均净利润为1.09亿元，同比增长11.18%，合计实现扣非后净利润1309.25亿元。 此外，创业板公司造血能力明显增强，平均实 ...

【导读】上半年 创业板公司 合计实现 营收 2.05 万亿元，净利润超 1500 亿元 从单季度业绩看，收入净利润环比增速亮眼。创业板公司2025年第二季度合计实现营收1.10 万亿元，平均实现营收7.93亿元，环比增长14.95%；合计实现净利润788.20亿元，平均实 现净利润0.57亿元，环比增长9.90%。 三大重点领域增长动能强劲 创业板主动融入经济社会发展大局，积极贯彻创新驱动发展战略，在先进制造、数字经济、 绿色低碳等重点领域汇聚超800家上市公司。 中国基金报记者 张燕北 伴随着上市公司2025年半年报披露完毕，创业板公司半年度的经营情况全部浮出水面。在今 年上半年复杂多变的外部环境下，创业板公司整体经营业绩明显改善，合计实现营业收入 （以下简称营收）超2万亿元，实现归属于上市股东的净利润（以下简称净利润）超1500亿 元，同比增速分别超过9%和11%，领跑A股市场。 整体亮眼的经营业绩背后，创业板公司三大重点领域增长动能强劲。此外，业绩报告透露出 几大重要趋势，例如海外多元化布局成效显现、研发创新投入持续加大等。 营收、净利润增速领跑A股市场 截至8月31日，创业板1384家上市公司披露20 ...

近日，继中国AOPA低空经济产业分会之后，又一低空经济领域重要平台——苏州低空经济产业联 合会落户姑苏区M+芯谷产业园。 据悉，苏州低空经济产业联合会由全市低空经济领域的153家重点企业、高等院校、科研院所共同 发起，会员单位门类覆盖低空制造、基础设施、技术研发、综合保障等低空产业链关键环节。其中，姑 苏区的苏州空中跳动信息科技有限公司当选理事单位，通途航空科技（苏州）有限公司等10家单位成为 会员单位。 位于虎丘街道的姑苏区M+芯谷产业园致力于打造低空经济发展集聚区，已入驻低空经济产业平台 及多家市级、区级领军企业。 ...

转自：新华财经 内蒙古北方重型汽车股份有限公司生产线 五大战新产业在创新赛道上奋力冲刺，展现出"稳步推进、特色突围"的活力。新能源重卡及配套产业6个项目全部开工，65.8%的投资完成率拔得头筹；氢 能与高性能纤维材料产业齐头并进，前者8个新建项目完成投资31亿元，后者11个开复工项目同样获得31亿元投资，半数计划顺利落地；储能产业32个开 复工项目完成160亿元投资，而氟材料产业2个续建项目完成7亿元投资，成为待发力的潜力领域。 与"3+5"核心产业联动的其他产业同样多点开花。优势特色产业中，钢铁产业项目31个，开复工项目25个，完成45亿元投资；铝产业20个项目全部开复 工，67.8%的投资完成率和4个竣工项目彰显传统产业升级成效；铜产业2个新建项目全部开工，73.3%的投资完成率为产业链补链强基。 传统产业与新兴产业协同发力。采矿、消费品、基础设施等传统产业项目54个，开复工项目43个，完成60亿元投资，54.2%的完成率稳步推进；低空飞行 器制造、高端装备制造、新能源等其他战新产业项目116个开复工99个，完成229亿元投资，16个竣工项目为产业版图扩容再添新动能。 工业技改项目同样交出不俗成绩单。包头 ...

广发证券发布研报称，7月快递业务量增速保持15%以上，但环比增幅收窄，行业涨价共识已从产粮区 向周边省市扩散，社保成本增加及旺季临近或推动全国普涨。航空板块裸票价格同比下滑3.1%，但8月 边际改善，长期供需格局向好。航运领域油散市场韧性较强，散货船东或受益于四季度旺季。 广发证券主要观点如下： 快递物流 据iFind数据显示，7月快递业务量增速依然保持在15%以上，但增幅环比有所下降。7月以来，行业监管 部门、快递总部、加盟商逐步形成涨价共识，目前已在部分省市落地。快递行业已有通过涨价反对"内 卷式"竞争的先例，未来行业价格有望沿着横向与纵向两个方向扩张，横向代表区域扩散，由产粮区向 周边省市逐步扩散，纵向代表涨价方式的变化，目前尚未启动，但目前社保成本增加、旺季将临，看好 未来全国快递价格普涨。 基础设施 交运基础设施板块估值波动率上升，伴随中报陆续发布，盈利改善的兑现成为个股股价的重要推动。公 路方面关注二线标的的估值重塑，港口方面一线标的估值调整后再度出现配置价值，关注唐山港 （601000）、青岛港（601298）等腹地经济较为发达的区域港口及全球布局的招商港口（001872）。铁 路方面，广深铁路 ...

Segment Review Second-quarter revenues in the infrastructure segment increased marginally from the previous year, totaling $763.1 million. The figure lagged our estimate of $767.1 million. Utility sales grew owing to higher volumes and favorable pricing. Telecommunications sales rose, owing to strategic positioning within carrier capex spending plans, whereas Solar sales declined drastically on lower volumes. Lighting, Transportation and Coatings sales declined mainly due to weaker demand in international m ...

Group 1: Economic Performance and Policy Response - In July, the national-level night cultural and tourism consumption zones recorded a total night visitor flow of 325 million, a year-on-year increase of 7% [1] - The Chinese economy achieved a growth rate of 5.3% in the first half of the year, despite facing pressures and short-term impacts from extreme weather in July [2] - The State Council emphasized the need to enhance the effectiveness of macro policies, respond to market concerns, and stabilize market expectations [2] Group 2: Consumer and Investment Strategies - The State Council meeting highlighted the importance of continuously stimulating consumer potential and systematically removing restrictive measures in the consumption sector [3] - There is a focus on expanding effective investment, particularly in major projects that cater to changing demands and promote public welfare [3] - Service consumption is identified as a key area for tapping into consumer potential, with various sectors like night economy and cultural tourism showing growth [4] Group 3: Real Estate Market Stabilization - The meeting outlined measures to stabilize the real estate market, including urban renewal and the renovation of old housing [6] - Recent data indicates a decline in real estate-related indicators such as sales, prices, and investments, but the policy direction remains focused on stabilizing the market [6][7] - Local governments are optimizing housing policies to support market stabilization, with initiatives like easing purchase restrictions and promoting the use of existing housing for social welfare [7]

Group 1 - The core economic indicators for July show a slowdown in consumption growth to 3.7%, investment growth down to 1.6%, and industrial value added showing signs of fatigue, prompting the government to take immediate action to stabilize the economy [1][3] - The State Council meeting emphasized the need to unify thoughts and actions with the central government's judgment, aiming to consolidate the economic recovery momentum and ensure that annual targets are not compromised [1][3] - The government plans to systematically eliminate restrictive measures, cultivate new consumption types, and unleash the potential of service consumption, with specific focus on night economy, first-release economy, and silver economy [3][5] Group 2 - Private investment growth is reported at 3.9%, with significant increases in accommodation and catering (19.6%), infrastructure (8.8%), and manufacturing (5.0%), indicating a robust investment landscape [3][5] - The government has allocated 800 billion yuan for construction projects and ensured that 735 billion yuan of central budget investment is in place, aiming to stimulate private investment and economic activity [3][5] - The real estate market is a priority, with the government aiming to stabilize it through urban renewal and renovation of old housing, with new policies in cities like Beijing, Tianjin, and Hainan acting as stabilizing pillars [5][6] Group 3 - The overall strategy focuses on domestic circulation as a stabilizing force, with a combination of policies aimed at boosting consumption, investment, private sector vitality, and real estate stability, forming a comprehensive approach to economic growth [5][6] - Key variables influencing economic performance include household income and consumer confidence, private investment activity, government investment support, real estate market stability, and the implementation of urban renewal [5][6] - The effectiveness of policies and their implementation will determine the economic trajectory for the second half of the year, with current efforts in consumption, investment, and real estate providing a solid foundation for recovery [6]