春节后上班第一天，我省召开科技创新引领新质生产力发展大会暨省管干部学习贯彻党的二十届四中全会精神研讨班开班式。国资省企深入学习贯彻会议 精神，锚定"三地一区"实现新突破和取得"三个新的更大进展"目标，以科技创新引领新质生产力发展，推动国资国企改革发展各项工作奋力往前赶，确 保"十五五"开好局、起好步。 淮河能源控股集团 以科技创新引领新质生产力发展，快速组建运营200亿元安徽省产业投资公司，推动完成5.2亿元新兴产业项目投资。聚焦重点产业赛道，推动资源向主 业、优势、链长企业集中。用好高层次科技团队政策，优化中安创谷等园区建设运营。实施"揭榜挂帅、并购攻坚"专项行动，聚力做强产业投资。 皖北煤电集团 加大重点项目开发力度，以"创新创效年"工作为抓手，坚持智能化、绿色化、高端化方向，全力获取接续资源；聚焦基地化、一体化，推进建设清洁高效 超超临界燃煤发电机组；围绕化工产业延链补链强链，启动项目建设；积极谋划清洁能源项目，做大新能源装机规模。 安徽叉车集团 锚定"巩固煤电气、壮大新能源、布局做资本"发展战略，主动融入国家新型能源体系建设，加快推动绿色低碳转型，持续深化煤炭与煤电、煤电与新能 源"两个联营"。在巩固 ...

2026年，旗帜鲜明，看多建筑！——建筑股配置价值的五点思考 一、强安全垫和政策弹性的好底仓。 八大建筑央企占据板块市值近半，市值大（平均市值1000亿+）、估值低（pb均破净），且为源 头 信 息加 微 ss62897沪深300成分股。 尤其是基建、房建主导的【中国建筑】、【中国铁建】、【中国中铁】、【中国交建】，当前低位、强安全边际 同时，政策弹性较大。 为什么2026年增配建筑？ 伴随市场交易活跃、成交额放大，风格切换与资金轮动加快。 建筑板块作为显著滞涨（2025年上涨7.4%，排名25/32）与机构低配（Q4板块基金重仓比例0.37%，低配1.23%）板 块，叠加2026年作为十五五开局之年，政策加码与基本面企稳预期渐强，板块整体可以增配，具备绝佳的轮动配 置价值，且 2026年，旗帜鲜明，看多建筑！——建筑股配置价值的五点思考 为什么2026年增配建筑？ 伴随市场交易活跃、成交额放大，风格切换与资金轮动加快。 建筑板块作为显著滞涨（2025年上涨7.4%，排名25/32）与机构低配（Q4板块基金重仓比例0.37%，低配1.23%）板 块，叠加2026年作为十五五开局之年，政策加码与基本面企稳预期渐 ...

极氪智慧工厂周边，还分布着150家汽车零部件供应商，大部分工厂也已全面复产。 深夜，新疆维吾尔自治区呼图壁县物流企业九洲恒昌输煤廊道集控大厅依旧灯火通明。 "调试完毕，准保今年煤炭'四季不堵车'！"监控员白晨紧盯着屏幕上跳动的曲线，抹了把汗、松了口 气。全长34.5公里的全地形廊道完成了节后首次空载调试。 马是刚健雄壮、自强不息的象征。马年春节假期刚过，从田间地头到智慧工厂，从物流园区到施工现 场……各行各业劳动者重返工作岗位，奋战生产一线，奋力跑出万马奔腾的昂扬气势。 确保订单不延误 春风拂过，暖意渐浓。位于浙江省宁波前湾新区的极氪智慧工厂总装车间内，黄色的AGV（自动引导 车）拉着1米多高的货架，在系统精密控制下穿行。另一头，悬在半空的机械臂，稳稳拖着车子底部， 一步步完成底盘安装、外饰安装等工序。复工以来，平均每天下线320台新能源车。 "工厂对返岗工人非常照顾，给我们发放了复工补贴，还发了糖果礼盒。"工人阮科杰说。据悉，该工厂 目前返岗人数1606人，返岗率达93.4%。 作为一家集蔬菜种植、家禽养殖、品种培育及农产品配送于一体的现代农业企业，双晖农业的销售网络 已覆盖粤港澳大湾区和长三角主要城市。目 ...

Group 1: Company Operations - Companies in Chengdu Eastern New Area have swiftly transitioned from holiday mode to resumption of work mode, with multiple enterprises and projects already back in operation to achieve strong performance at the start of the year [1] - Sichuan Tire Rubber (Group) Co., Ltd. resumed operations on February 22, with a detailed post-holiday production plan established before the Spring Festival, allowing for early machine operation to increase capacity [3] - The company reported a production recovery to 40% of normal levels by the second day of resumption, producing 13,000 tires per day [3] - Employee return rate at Sichuan Tire Rubber has exceeded 99%, with production capacity rapidly increasing due to sufficient raw material reserves and quick employee deployment [5] - Sichuan Zhiyu Automotive Parts Co., Ltd. also resumed operations on February 24, with over 260 employees returning to work immediately [5][7] - The company has implemented meticulous management practices, ensuring seamless production flow from the first day of resumption, with high-pressure harness production reaching 700 units per day [7] Group 2: Project Construction - Construction projects in Chengdu Eastern New Area are progressing vigorously, with the E Workshop (Phase I of the Smart Terminal Industrial Park) officially resuming work on February 24 [8] - The project has completed the main structure of the first section and is currently working on secondary structure and decoration [10] - The project aims to develop a smart manufacturing ecosystem focusing on service robots, smart homes, smart wearables, and industrial robots, with four companies already expressing intent to settle [10] - The project is expected to complete the first section by June this year and the second section by February next year [10] - Another project, Dongmuli Phase II, aims to enhance urban functions and living quality, with full workforce return expected by February 26 [11] - The overall development in Chengdu Eastern New Area reflects a strong commitment to high-quality growth and urban development [11]

近日，东莞市应急管理局在信用中国（广东东莞）网站公示了一则处罚信息。信息显示，北京市政建设 集团有限责任公司（统一社会信用代码：91110000722617424D）作为东莞莞城内涝整治三期工程（新 开河系统）南侧分流工程八达路路段的施工单位，因安全生产主体责任落实不到位，对该路段 "7 15" 一般坍塌事故的发生负有责任。 依据《中华人民共和国安全生产法》第一百一十四条第一款第（一）项及《生产安全事故罚款处罚规 定》第十四条第（一）项之规定，东莞市应急管理局对该公司作出罚款人民币30万元的行政处罚。 天眼查显示，北京市政建设集团有限责任公司由北京市政路桥股份有限公司100%控股（国有控股企 业），成立于2000年，公司注册资本10.16894亿元。 该公司官网介绍称，其是国内第一批取得市政公用工程总承包特级资质的大型施工企业，主要从事城市 基础设施投资、施工、运营维护与咨询代建业务，是国家和中关村双高新技术企业，主体信用评级 AA+。总资产280亿元，下辖5个工程处和11家子公司，管理人员5000余人，从业人员2万余人。拥有各 类资质88项，特级、一级资质33项，涵盖市政、道路、桥梁、轨道交通、房建、综合管 ...

1. Report Industry Investment Rating No information provided in the given content. 2. Core Views of the Report - In 2025, the number of newly - defaulted credit bond issuers and the scale of defaulted bonds decreased significantly. The default of state - owned enterprises came to an end, while the risks of broad - sense private enterprises continued to be exposed. The scale of default repayment increased, but most real - estate enterprises only paid interest without repaying the principal [1][6][7]. - The overall, non - state - owned marginal and cumulative default rates of credit bonds in 2025 decreased slightly. The net financing scale of non - state - owned enterprises turned positive for the first time since 2018. Industries such as electrical equipment, textile and clothing, real estate, and commercial trade had a cumulative default rate of over 5% [3][19][20]. - Looking forward to 2026, the policy bottom - line is to prevent systemic risks. The overall credit risk is relatively controllable, but the operating pressure of some tail - end entities in certain industries remains, and default risks are still worthy of attention [3][8]. 3. Summary According to the Directory 3.1 2025 Credit Bond Market Default Feature Summary - **Newly - defaulted issuers and bond scale**: The number of newly - defaulted credit bond issuers in 2025 decreased to 4, with 3 from the real - estate industry and its upstream and downstream chains. The scale of defaulted bonds continued to decline, and the extended - term part due to the continuous exposure of default risks from 2022 - 2023 ended by the end of 2024 [1][6]. - **Enterprise nature**: State - owned enterprise defaults ended in 2025, while the risks of broad - sense private enterprises continued to be exposed, especially those in the real - estate industry chain that had not defaulted during the previous strict regulatory period [7]. - **Default repayment**: In 2025, there were 118 cases of default bond repayments, with a total principal repayment of 14.3 billion yuan and interest of 639 million yuan. The real - estate industry repaid 12.1 billion yuan in principal, and 11 out of 17 real - estate enterprises only paid interest without repaying the principal [7]. 3.2 Default Analysis: Continuous Exposure of Broad - sense Private Enterprises and Slight Decline in Cumulative Default Rate 3.2.1 Default Overview - The number of newly - defaulted credit bond issuers decreased to 4 in 2025, all non - state - owned. The total outstanding bonds of defaulted issuers increased significantly year - on - year, mainly due to the extension of Vanke's large - scale bonds. The scale of defaulted bonds decreased by 67% year - on - year [11]. - Industry - wide, since 2014, credit bond default issuers have been widely distributed across 29 Shenwan industries, and in 2025, they were mainly in real estate, building decoration, and power equipment. Regionally, since 2014, default issuers have covered most provinces, and in 2025, they were in Guangdong and Zhejiang [14]. 3.2.2 Default Rate - The overall, non - state - owned marginal and cumulative default rates of credit bonds in 2025 decreased slightly. The non - state - owned net financing scale turned positive for the first time since 2018 to 24.3 billion yuan [19]. - Industries such as electrical equipment, textile and clothing, real estate, and commercial trade had a cumulative default rate of over 5%, with real estate and commercial trade having relatively high default scales, and electrical equipment and textile and clothing having relatively low total bond - issuing scales [20]. 3.2.3 Default Reasons - Macroeconomic policies and market environment continuously affected the credit risks of entities. Entities like Xinjie Holdings, Zhengxinglong Real Estate, and Vanke were greatly affected by the previous strict real - estate regulatory policies, while Shanshan Group's poor performance was due to industry cycle changes [3][25]. 3.3 Default Recovery Situation - The cumulative recovery rate and recovery time of defaulted credit bonds have been decreasing year by year. Since 2020, the annual default recovery rate has been less than 20%, and the average recovery time is within two years, with the decline narrowing in 2025 [30]. - As of 2025, the cumulative default recovery rate of state - owned enterprises was 25.12%, 13 percentage points higher than that of non - state - owned enterprises, and the gap remained basically the same as the previous year [33]. - In 2025, real - estate bond repayments still dominated. The total principal repayment of defaulted bonds was 14.3 billion yuan, with the real - estate industry repaying 12.1 billion yuan. Sunac repaid 9.5 billion yuan in principal, and Shanshan Group among the newly - defaulted issuers in 2025 repaid 267 million yuan in principal [37].

上海贵酒公告称，公司于近日收到贵州省遵义市中级人民法院下达的《民事判决书》，其在与 中国建 筑第四工程局有限公司建设工程施工合同纠纷一案中为被告，涉案主要诉求金额为30055.77万元。判决 结果为被告需支付原告工程款28971.13万元及利息、停工损失828.64万元等，案件受理费、保全申请 费、鉴定费也进行了相应分担。相关工程款计入在建工程，停工损失费等费用将计入当期损益影响利 润。 ...

Group 1: Construction Projects - The construction site of the Suijin Future Technology City in Quanzhou is actively progressing with sufficient personnel and continuous operations, focusing on structural construction and interior work [2] - The project, which covers an area of 343 acres, aims to integrate production, living, and ecological features, with a completion target for the first phase by December 2026 [2] - At Xiamen Xiang'an International Airport, construction on the overnight accommodation project continues without interruption during the holiday, with a focus on various installation works [3][4] - The airport project has maintained continuous operations for five consecutive years during the Spring Festival, with approximately 11,000 workers on-site this year [4] Group 2: Manufacturing and Exports - The Changfa Qixiang Food Company in Shishi successfully shipped its first batch of three containers on the second day of the Lunar New Year, with plans to export 40 to 50 containers in February [5] - Wengfu Zijin Chemical Co., a key player in the phosphate chemical industry, has maintained high production levels during the holiday to meet market demands and prepare for new projects [6] - Hongteng Agricultural Development Co. has leveraged its ecological advantages to cultivate various flower species, ensuring optimal quality for the Spring Festival sales season [6][7] - The company has adopted a dual-channel marketing strategy, combining online live streaming and offline promotions to boost sales of its flowers, achieving a successful start to the year [7]

●新华社记者 铁道线上、城乡街巷、雪域高原……春节是万家团圆的日子，当人们举杯相庆、围坐言欢，总有一群人 选择坚守岗位。他们以昼夜不息的忙碌守护平安，以默默无闻的奉献托举欢乐。正是这些平凡的劳动者 与建设者，让交通道路更加顺畅，让烟火人间更加安宁，让发展步伐更加坚定。 坚守，护佑万家平安归途 21日大年初五凌晨4时33分，福州南站尚在夜色之中。站台灯光下，一列银白色动车组静候出发。 "信号开放，车门关闭，到点开车。"驾驶室内，国铁南昌局福州机务段动车组司机陈承仪目视前方，轻 轻推动操作手柄。DJ8923次动检列车缓缓启动，沿着福厦高铁一路向前。 这是一趟不载旅客的动检列车。春运期间，它每天凌晨首趟发出，被铁路人称为"探路车"。 在首趟载客列车运行之前，动检列车要率先驶过线路，对轨道、接触网、信号等设备状态进行动态检测 与数据采集。"'探路车'就是为列车安全开行探明条件，先把风险排查一遍，确保后续列车运行安 全。"陈承仪说。 5时40分，天色微明，列车抵达厦门北站。站台上，已有旅客等候。再过不久，这趟刚完成"探路"的列 车将换上新的车次编号，载着旅客驶向远方。 列车飞驰、航班起落，看得见的是旅客奔赴团圆的脚步， ...

坚守，护佑万家平安归途 铁道线上、城乡街巷、雪域高原……春节是万家团圆的日子，当人们举杯相庆、围坐言欢，总有一群人 选择坚守岗位。他们以昼夜不息的忙碌守护平安，以默默无闻的奉献托举欢乐。正是这些平凡的劳动者 与建设者，让交通道路更加顺畅，让烟火人间更加安宁，让发展步伐更加坚定。 21日大年初五凌晨4时33分，福州南站尚在夜色之中。站台灯光下，一列银白色动车组静候出发。 "信号开放，车门关闭，到点开车。"驾驶室内，国铁南昌局福州机务段动车组司机陈承仪目视前方，轻 轻推动操作手柄。DJ8923次动检列车缓缓启动，沿着福厦高铁一路向前。 2月21日，国铁南昌局福州机务段动车组司机陈承仪确认列车发车前各仪表仪器显示状态。新华社发 工作以来，黄伦辉每个春节都在机坪度过。"想到机上每位旅客盼着平安出行，这份职责比什么都 重。"他说。 杭州西湖景区，春节假期人流车流如织，景区周边道路日均车流量与早晚高峰相当，人流量则比平时显 著增加。 "绿灯行人请快速通行""附近停车位紧张，可以考虑通过公共交通换乘到达"……在断桥与北山路交叉 口，杭州市公安局交管支队景区大队灵隐中队民警李雨杭与同事指挥着行人和车辆，忙碌而从容。 这是一趟 ...