珠宝首饰及有关物品制造业
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海南历史性封关启动:6600项商品零关税
Di Yi Cai Jing· 2025-12-18 13:11
"努力把海南自由贸易港打造成为引领我国新时代对外开放的重要门户"。 海南更开放了 "封关就是要封岛吗?"在网上,有许多人这样问。 事实上,封关不是封岛,而是将海南岛全岛建成一个海关监管特殊区域,实施以"一线"放开,"二线"管住,岛内 自由为基本特征的自由化便利化政策制度。 "海南是中国的海南,未来也必将成为世界的海南。" 2025年12月18日,在接受第一财经记者采访时,海南现代管理研究院院长王毅武这样说。 当天,海南自贸港全岛封关运作正式启动。这是中国坚定不移扩大高水平开放、推动建设开放型世界经济的标志 性举措。 为了此次封关,海南已筹备了7年。打造海南自贸港始于2018年4月13日。2020年《海南自由贸易港建设总体方 案》(下称《总体方案》)发布后,分阶段建设路径逐步明晰,此次封关正是2025年阶段性目标达成的重要标 志。 王毅武表示,海南此次封关具有重大的政治意义。他解释道,之所以选择在12月18日封关,是为了纪念1978年12 月18日党的十一届三中全会全面开启中国改革开放和社会主义现代化建设这一伟大历史时刻。 在经济层面,王毅武认为,海南自贸港推行的"零关税"政策,表明海南在全国改革开放进程中发挥 ...
中兵红箭:公司整体业绩情况请关注后续发布的定期报告
Zheng Quan Ri Bao Wang· 2025-12-17 13:10
证券日报网讯12月17日,中兵红箭(000519)在互动平台回答投资者提问时表示,公司全资子公司中南 钻石人造钻石饰品业务仅为中南钻石主营业务的一部分,较去年有大幅增长,公司整体业绩情况请关注 后续发布的定期报告。 ...
国信证券晨会纪要-20250725
Guoxin Securities· 2025-07-25 01:11
Company Analysis - Chow Tai Fook (01929.HK) reported a further improvement in same-store sales, with a double-digit growth in the pricing of gold jewelry. The overall retail value decreased by 1.9% year-on-year, but improved from a 11.6% decline in the previous quarter. The retail value in mainland China (excluding Hong Kong, Macau, and Taiwan) fell by 3.3%, while the markets in Hong Kong, Macau, and others grew by 7.8% [15][16] - The same-store sales in mainland China decreased by 3.3%, a reduction of 9.9 percentage points compared to the previous quarter. In Hong Kong, Macau, and other markets, same-store sales increased by 2.2%, showing significant improvement from a 22.5% decline in the previous quarter. The sales of high-margin priced products, particularly gold, rose by 20.8% in mainland China [15][16] - Chow Tai Fook continues to optimize its store structure and enhance single-store efficiency, closing 307 underperforming stores during the quarter. The company also issued HKD 8.8 billion in convertible bonds to support business development, store upgrades, and strategic growth in domestic and international markets [16] Industry Analysis - Minstar (833394.BJ) reported a year-on-year revenue increase of 27.9% for the first half of 2025, reaching CNY 237 million, with a net profit of CNY 63 million, up 42.3% year-on-year. In Q2 2025, revenue was CNY 122 million, a 28.4% increase year-on-year and a 6.4% increase quarter-on-quarter [15][17] - The demand for aramid paper continues to grow, driven by industries such as new energy and AI data centers. The company's core product, aramid paper, generated CNY 227 million in revenue, accounting for 95.45% of total revenue, with a gross margin of 41.91% [17][18] - The company has successfully launched a new production line for aramid paper, increasing its theoretical capacity from 3,000 tons to 4,500 tons. The new line is expected to enhance cost advantages and market share [18]