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向“新”而行 “疆”更美好
Zheng Quan Shi Bao· 2025-09-28 18:28
今年是新疆维吾尔自治区成立70周年。70年来,新疆实现了从贫穷落后封闭到繁荣进步开放的历史性跨越,创造 了举世瞩目的人间奇迹。而新疆资本市场的蓬勃发展景象,正是区域经济腾飞的缩影。一组数据可以佐证:截至 今年8月底,新疆61家上市公司总市值超过9000亿元。2025年上半年,新疆板块总营收突破3000亿元,合计归母净 利润超100亿元;超半数上市公司披露现金分红方案,预计分红总额超110亿元。 新疆资本市场有何重大变化,形成了怎样的核心竞争力?证券时报记者近日采访当地监管部门与上市企业发现, 新疆资本市场正稳步突破地域局限,加速融入全国统一大市场。越来越多的新疆上市公司用好用足多层次资本市 场融资工具做强主业,以具有新疆特色优势的现代化产业体系为引领,不断拓展高质量发展新空间。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券时报记者 陈雨康 稳扎稳打 新疆板块向"新"发力 昔日风沙深处的远疆,今朝已成资本浪潮奔涌的西部高地。回望过往,新疆资本市场一步一个脚印,写下了精彩 的追赶篇章。 1994年2月,新宏信登陆深交所,奏响了新疆企业叩开资本市场大门的序曲,实现了从无到有的跨越。 2007年12月,金风 ...
专家访谈汇总:世界开始重新定义“军工强国”
Group 1: Military Technology and Exports - The price of acrylonitrile and lithium hexafluorophosphate has slightly decreased, indicating a potential pause in short-term inventory replenishment in the new energy chemical sector [3] - The use of Chinese-made J-10C fighter jets by Pakistan to shoot down an Indian Rafale jet enhances the international influence of China's military products, positively impacting market sentiment in the defense sector [3] Group 2: Synthetic Protein Market - The synthetic protein market in China is projected to exceed 15 billion yuan by 2025 and reach 68 billion yuan by 2030, with a compound annual growth rate of 37.2%, transitioning from laboratory innovation to commercialization driven by policy and cost breakthroughs [4] - Three main technological paths—microbial protein, cell-cultured meat, and fermented protein—are clearly defined, shifting synthetic protein from a niche choice for vegetarians to a structural supply reconstruction under food safety and carbon neutrality contexts [4] - Technological advancements have significantly reduced the cost of microbial protein and cell-cultured meat, with microbial protein costs dropping from 800 yuan/kg to 48 yuan/kg, and cell-cultured meat costs decreasing by 92% since 2020, indicating a sustainable growth foundation for the industry [4] - The next five years are critical for the synthetic protein industry, characterized by a "technology route elimination race and business model competition," necessitating investors to develop a comprehensive understanding of the industry's evolution to secure long-term returns [4] Group 3: Digital Economy and ETFs - In the first four months of 2025, China's total exports reached 8.39 trillion yuan, reflecting a year-on-year growth of 7.5%, indicating strong overall export performance [5] - Digital economy ETFs are focused on state-owned enterprise digital transformation, presenting long-term investment potential as a core allocation tool in the new infrastructure and data element combination [5] Group 4: Technology Innovation Bonds - The People's Bank of China and the China Securities Regulatory Commission have jointly issued a document to support equity investment institutions in raising funds through technology innovation bonds, expanding their use to private equity fund investments [6] - The issuance of technology innovation bonds has exceeded 16 billion yuan, demonstrating high market participation and strong funding demand [6]
“风光氢氨醇”一体化产业链的堵点
Di Yi Cai Jing· 2025-05-06 12:00
尽管赛道火热,但"风光氢氨醇"一体化项目投入大、周期长,见效慢,对技术和新能源系统管理协同要 求高。同时,氢能企业普遍亏损,金融支持明显不足,产业链面临诸多挑战。 2025年1月,吉林省松原市前郭尔罗斯县,全球最大的绿色氢氨醇一体化项目首台风机成功吊装。这一 由中国能建投资296亿元打造的"氢能航母",规划新能源装机容量300万千瓦、年产绿氢11万吨、绿氨和 绿色甲醇分别80万吨,配套电解槽装备制造、加能站和氢能研究院,目标是成为全球首个覆盖"制储运 加用"全链条的零碳产业园。 在之前的2024年10月,内蒙古赤峰市宁城县汐子工业园内,总投资112亿元的鹏飞氢美风光制氢醇一体 化项目正式奠基。该项目规划建设262.5兆瓦风力发电装置,利用非上网风电电解水制取绿氢8000吨/ 年,配套生物质气化技术生产绿色甲醇15万吨/年,并进一步延伸开发加氢综合能源岛项目、零碳智慧 物流及交通项目。项目建成后,预计年产值达48亿元,带动就业3500人,成为赤峰市首个超百亿清洁能 源产业集群的核心支撑。 近年来,从内蒙古"氢能草原"到甘肃"河西走廊",此类"风光氢氨醇"一体化项目如雨后春笋般蓬勃发 展。截至2024年底,全国" ...