Core Viewpoint - The overall performance of Shenzhen-listed companies in 2024 shows steady progress, with total operating revenue reaching 20.82 trillion yuan and net profit at 806.45 billion yuan, indicating a solid foundation for the real economy [1][3]. Group 1: Overall Performance - Shenzhen-listed companies achieved a total operating revenue of 20.82 trillion yuan, with a compound annual growth rate (CAGR) of 8.55% since the 14th Five-Year Plan [3]. - A total of 1,585 companies reported revenue growth, accounting for 55.30% of the total [3]. - The average operating revenue for entity companies was 6.949 billion yuan, with an average net profit of 282 million yuan [3]. Group 2: Sector Highlights - The main board companies accounted for 80.64% of total operating revenue, with 32 companies exceeding 100 billion yuan in revenue [4]. - The ChiNext board companies achieved a total operating revenue of 4.03 trillion yuan, with 36.31% of companies reporting positive revenue growth for two consecutive years [4][5]. Group 3: Role of Leading Companies - There are 36 companies with a market value exceeding 100 billion yuan, representing 25.49% of the total market value in Shenzhen [6]. - These leading companies contributed 4.56 trillion yuan in operating revenue, reflecting a year-on-year growth of 7.76% [6]. Group 4: Innovation and R&D - Total R&D investment by Shenzhen-listed companies exceeded 760 billion yuan, with 410 companies having an R&D intensity exceeding 10% [8]. - Strategic emerging industries, such as new generation information technology and new energy vehicles, saw significant R&D investments, with increases of 5.36% and 16.77% respectively [8]. Group 5: International Business Growth - In 2024, 2,007 Shenzhen companies generated overseas revenue of 4.18 trillion yuan, marking an 11.62% year-on-year increase [10]. - Export-oriented companies reported a total operating revenue of 1.78 trillion yuan, with a net profit growth of 26.36% [10]. Group 6: State-Owned Enterprise Reform - Shenzhen state-owned enterprises achieved operating revenue of 8.04 trillion yuan, a 37.79% increase compared to the period before the first round of state-owned enterprise reforms [12]. Group 7: Private Sector Vitality - Private enterprises in Shenzhen reported operating revenue of 12.62 trillion yuan and net profits of 585.15 billion yuan, with 1,586 companies profitable, representing 72.69% [15]. Group 8: Dividend and Buyback Actions - In 2024, 2,443 Shenzhen-listed companies distributed a total of 575.3 billion yuan in dividends, with both the number of companies and the total amount reaching new highs [17]. - A total of 768 buyback plans were disclosed, with a maximum amount of 100.34 billion yuan, reflecting a 49% year-on-year increase [18].

2025.04. 29 导读 ： 全国一体化算力网加快构建；核电核准节奏加速；解锁【第一财经智享会员】实时解读市场动态，把握投资 先机。 【第一财经智享会员专属】 【 今 日 速 读 】 精选行业研报，助您捕捉行业风口 【精选快读】 1、全国一体化算力网加快构建，机构看好相关产业链高速增长 1、全国一体化算力网加快构建，机构看好相关产业链高速增长 2、核电核准节奏加速，产业发展高景气延续 我国算力资源布局进一步优化，全国一体化算力网加快构建。 最 新 数 据 显 示 ， 截 至 今 年 一 季 度 ， 我 国 " 东 数 西 算 " 八 大 枢 纽 节 点 算 力 总 规 模 达 到 每 秒 2 1 5 . 5 百 亿 亿 次 浮 点 运 算 ， 其 中，智能算力规模占枢纽节点算力总规模的8 0 . 8 %；枢纽节点间2 0毫秒时延圈已基本实现，用户体验进一步提升；试 点开通9条"公共传输通道"，为中小企业、科研机构提供弹性网络服务，有助于生产经营和研发创新。算力作为支撑 人工智能发展的核心生产力，呈现出稳中有进的发展态势。 在2 8日举行的第八届数字中国建设峰会"数算一体 驱动未来"交流活动上，国家数据局相 ...