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科达制造:预计2026年度日常关联交易总额72,527万元
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-04 02:52
南方财经1月4日电,科达制造(600499.SH)公告,预计2026年度与关联方发生日常关联交易。公司及 子公司将向国瓷康立泰及其子公司采购墨水、色釉料28,125.00万元;向宏宇集团旗下子公司销售设备 1,706.00万元,接受石墨化代加工服务25,800.00万元;向广州森大、森大集团及其子公司采购原材料 3,000.00万元,销售建材产品6,006.00万元;向陶瓷研究所及其子公司采购陶瓷配件7,890.00万元。 ...
海南自贸港全岛封关引发中外企业高度关注
Hai Nan Ri Bao· 2025-12-27 02:05
海南自贸港全岛封关引发中外企业高度关注—— 深耕投资热土 与海南同成长共奋进 海南日报全媒体记者 12月18日,海南自由贸易港正式启动全岛封关,这一历史性节点为海南发展带来崭新图景,也为广 大中外企业带来前所未有的发展机遇。多家企业纷纷表示,将牢牢把握封关运作重大战略机遇,立足自 身优势深耕自贸港,融入海南发展大局,与海南自贸港共成长、共奋进。 国企: 勇担使命赋能自贸港建设 中国海油气电集团海南分公司党委书记、总经理潘志明表示,作为驻琼能源央企,公司将坚定服务 国家战略,聚焦能源安全保供使命,发挥资源与产业优势,全方位保障封关运作后自贸港重点产业、民 生及跨境经济用能需求;深化天然气产业链联动,优化能源供给结构,稳步建设清洁低碳的能源体系;并 依托已取得的海南省首张国际航行船舶保税LNG加注牌照,抢抓封关政策优势拓展相关业务,为自贸 港高质量发展注入能源动能。 大唐海南能源开发有限公司党委书记、董事长王俊启说,大唐海南将紧抓前所未有的战略机遇, 以"大唐之所能"精准服务"海南之所需",聚焦"五向图强",强化主责主业,坚守能源保供核心责任,精 准匹配"四大主导产业"用能需求,高质量服务新型电力系统建设,扎实推 ...
十年携手,中伊战略伙伴关系再续新篇
Xin Hua She· 2025-12-23 07:29
新华社记者段敏夫 幼发拉底河的波涛见证过文明的晨曦,也冲刷过战火的创痕。在伊拉克艰难探索国家重建与复兴的关键 路口,2015年12月,中国与伊拉克正式建立战略伙伴关系,并签署共建"一带一路"合作文件。这一历史 性的握手,不仅让两国关系迈上新台阶,更开启了两个古老文明携手共建、互利共赢的非凡历程。 十年携手,中伊战略伙伴关系再续新篇 十年来,中伊经贸合作日益密切,2024年双边贸易额突破540亿美元,覆盖能源、汽车、电子产品等多 个领域。在伊拉克,中国电动汽车品牌日渐受到青睐,为绿色出行提供多样化选择;中国制造的电子设 备和智能家居产品走进千家万户,切实提升民众生活便利度;采用中国标准的电气设备和建材产品应用 于基础设施建设,持续改善当地公共服务水平。正如巴格达市民贾西姆所说,两国互利共赢的合作成 果"看得见、摸得着"。 人文交流为双方关系提供深厚滋养。伊拉克开设全球文明倡议研究中心、"汉语桥"比赛掀起"中文热"、 赴华留学的伊拉克学生数量稳步增长……近年来,两国人文交流持续升温,并逐步拓展至教育、文化、 学术和青年交流等多层面互动。人文交流让两国关系更具温度,民心相通为中伊战略伙伴关系稳步前行 夯实了社会基础 ...
深度解析砖多多平台模式:如何重构区域建材消费信任体系
Sou Hu Cai Jing· 2025-12-10 21:07
来源:知乎 作者:顺其自然 近年来,随着家装消费需求升级与信息透明度提高,建材家居行业正经历一场深刻的渠道与服务变革。 消费者在追求产品性价比的同时,愈发看重购买的确定性、服务的完整性与品牌的可靠性。在此背景 下,一种以"平台赋能、区域深耕、线上线下融合"为特征的新型建材流通模式逐渐进入大众视野。重庆 砖多多科技有限公司(以下简称"砖多多")及其构建的"砖多多"全国建材连锁体系,正是这一模式中的 积极探索者。本文旨在以客观视角,解析该平台的运营逻辑与服务架构,为消费者理解其背后的品质、 服务与实力支撑提供参考。 重庆砖多多科技有限公司 LOGO 平台的竞争力建立在可见的实体与不可见的系统基础之上。 1. 供应链实力与品质把控基础: 集采模式是砖多多模式的基石。通过聚合众多区域经销商的采购需求,平台形成可观的采购规模,从而 具备与优质生产源头深度议价的能力。这为加盟商提供了优于其独立采购的产品价格选择空间。对于消 费者而言,这意味着在终端门店接触到的产品,背后是经过平台筛选、具备规模采购保障的供应链体 系。平台对供应商与合作工厂的筛选与管理流程,构成了产品质量的第一道防线。 2. 实体服务网络与区域深耕: 砖多 ...
北元集团:聘任梁军担任公司证券事务代表
Mei Ri Jing Ji Xin Wen· 2025-11-28 08:49
每经头条(nbdtoutiao)——已有75人遇难,1名死者为消防员,还有10名消防员受伤!记者现场直击香 港大埔火灾:燃烧的宏福苑,五级大火的五个谜团 (记者 曾健辉) 每经AI快讯,北元集团(SH 601568,收盘价:3.89元)11月28日晚间发布公告称,2025年11月27日, 刘娜女士向公司提交辞职报告,因工作调整原因申请辞去公司证券事务代表职务。经公司研究决定,现 聘任梁军先生担任公司证券事务代表。 2024年1至12月份,北元集团的营业收入构成为:化工产品占比90.12%,建材产品占比6.73%,其他业 务占比2.94%,动力产品占比0.21%。 截至发稿,北元集团市值为155亿元。 ...
四川双马(000935):投资收益表现亮眼,前三季度业绩同比双位数增长
SINOLINK SECURITIES· 2025-10-31 07:34
Investment Rating - The report maintains a "Buy" rating for the company, expecting a significant price increase in the next 6-12 months [5]. Core Views - The company reported a revenue of 917 million RMB and a net profit of 294 million RMB for the first three quarters of 2025, representing year-on-year increases of 23.21% and 20.03% respectively. The non-recurring net profit reached 326 million RMB, up 46.89% year-on-year [2]. - The company is benefiting from a recovery in IPO activities, accelerated delivery of GLP-1 raw material orders, and improved market sentiment, which are expected to drive steady growth in performance [5]. - The investment income for Q3 was 64 million RMB, a year-on-year increase of 77.78%, and the cumulative investment income reached 116 million RMB, a significant improvement from the previous year's loss [3]. Summary by Sections Performance Review - For Q3 2025, the company achieved revenues of 288 million RMB and a net profit of 165 million RMB, with year-on-year increases of 9.91% and 25.74% respectively [2]. - The return on equity (ROE) for the first three quarters was 3.85%, an increase of 0.54 percentage points year-on-year [2]. Operational Analysis - The revenue growth in Q3 was attributed to the management fee income from the pharmaceutical, building materials, and private equity sectors, although there was a decline compared to the previous quarter due to reduced management fees from private equity exits [3]. - The company has successfully advanced several key projects, with multiple investments achieving public listings and others entering the exit phase [3]. Financial Forecast and Valuation - The company is projected to achieve a net profit of 650 million RMB for the full year of 2025, representing a 112% year-on-year growth, with a price-to-earnings (P/E) ratio of 23 times [5]. - The report anticipates that the performance of the equity investment segment will continue to release earnings elasticity as market sentiment improves [3].
华新水泥(600801):计划更名“华新建材” 再推激励彰显信心
Xin Lang Cai Jing· 2025-10-09 10:28
Group 1 - The company plans to grant 2.578 million restricted stocks to 11 incentive targets, representing 0.124% of the total share capital, with a grant price of 9.24 CNY per share [1][2] - The company intends to repurchase shares worth between 32.25 million CNY and 64.50 million CNY, at a price not exceeding 25 CNY per share, aiming to buy back between 129,000 and 258,000 shares [1][2] - The company has decided to terminate the plan for the spin-off listing of its overseas subsidiary due to the extended timeline required, which would have resulted in the subsidiary's net profit exceeding 50% of the net profit attributable to the parent company [1][3] - The company will change its name from "Hua Xin Cement Co., Ltd." to "Hua Xin Building Materials Group Co., Ltd." to better reflect its business scope beyond cement [1][3] Group 2 - The company forecasts net profits of 2.8 billion CNY, 3.5 billion CNY, and 3.7 billion CNY for 2025-2027, with year-on-year growth rates of 16%, 25%, and 7% respectively, corresponding to PE ratios of 13, 10, and 10 times [4]
辽宁新民市跨境出口供应链平台正式启动 助力“新民制造”高效链接韩国市场
Zhong Guo Xin Wen Wang· 2025-09-26 11:01
Core Points - The cross-border export supply chain platform in Xinmin City has officially launched, aimed at enhancing connections between "Xinmin manufacturing" and the South Korean market [1][2] - The event attracted over 80 representatives from cross-border trade enterprises from China and South Korea, focusing on exploring new bilateral cooperation opportunities [1][2] Group 1: Platform Objectives and Features - The platform is designed to serve Xinmin's cross-border export enterprises by improving supply chain efficiency and addressing challenges in customs, logistics, and market expansion [2][5] - It aims to create a stable and efficient cooperation bridge for high-quality Xinmin products to enter international markets, promoting mutual benefits for Chinese and South Korean companies [2][5] Group 2: Industry Focus and Achievements - Xinmin City has established three main industries: papermaking and packaging, pharmaceutical health, and agricultural product processing, while also developing new growth areas such as equipment manufacturing and modern logistics [2][5] - The city has received over 10 national honors, including being recognized as a typical county for the agricultural full industry chain and a national agricultural modernization demonstration zone [2][5] Group 3: Initial Collaborations and Future Plans - During the event, 11 local key enterprises signed agreements to join the platform, covering various categories such as agricultural products, building materials, and machinery [5][6] - Future plans include optimizing the "green channel" for China-South Korea trade, enhancing integrated services like policy consultation and logistics support, and expanding cooperation in areas like planting, processing, and e-commerce sales [6]
临沂|临沂展览业综合指数居全国地级市第二
Da Zhong Ri Bao· 2025-09-05 00:45
Group 1 - The core viewpoint of the news is that Linyi has achieved significant recognition in the exhibition industry, ranking second among prefecture-level cities in China according to the 2024 China Exhibition Data Statistical Report [1] - In the first seven months of 2025, Linyi hosted a total of 101 various exhibition events, including 54 professional exhibitions, covering a total exhibition area of 998,000 square meters, with 15,000 participating enterprises and 1.344 million visitors [1] - Linyi's wood industry is highlighted as a key sector, with the Wood Expo being a flagship event that has transitioned from government-led to market-driven operations, becoming one of the most successful market transformation exhibitions in the province [1] Group 2 - The city has made efforts to internationalize its marketplace, inviting over 2,400 overseas buyers to participate in exhibitions, marking a 180% increase compared to the same period last year [2] - The implementation of the "Exhibition and Cultural Tourism Integration Development Plan" has successfully driven cultural tourism consumption exceeding 1.2 billion yuan through various exhibition activities [2] - Linyi plans to host over 150 exhibition events throughout the year, with a total exhibition area expected to exceed 1.6 million square meters, including key events like the 74th Autumn National Hardware Commodity Fair [2]
研究所日报-20250722
Yintai Securities· 2025-07-22 05:19
Group 1 - The introduction of the "Housing Rental Regulations" aims to standardize rental activities and promote high-quality development in the housing rental market, marking a significant step towards establishing a dual housing system of purchase and rental [2] - Central Huijin's investment of 200 billion yuan in 10 broad-based ETFs during Q2 is expected to boost market confidence and support A-shares, particularly after the recent market fluctuations [3] - The construction of 14 major projects in China, with a total investment of 136.2 billion yuan, indicates a critical bidding window in the next 3-5 years, as the controlled nuclear fusion sector enters a phase of intensive infrastructure development [4] Group 2 - The National Energy Administration reported a 5.4% year-on-year increase in total electricity consumption in June, indicating strong domestic electricity demand and potential growth in related power generation capacities [5] - The upcoming World Robot Conference and World Humanoid Robot Games in Beijing are expected to showcase advancements in robotics, potentially driving investment opportunities in the humanoid robot sector [5] - UBS's analysis suggests that the "anti-involution" policies may lead to improved supply-demand relationships and enhanced corporate profitability, with a focus on industries like new energy vehicles and solar energy [6][8] Group 3 - The report highlights that stock prices typically respond positively to incremental policies, with significant outperformance observed in related sectors during the initial phases of policy implementation [6] - The initial correlation between stock prices and commodity prices tends to decouple over time, with significant price increases observed in commodities during capacity reduction efforts [7] - The distinction between "anti-involution" measures and supply-side reforms suggests that current adjustments may be more market-driven, focusing on emerging industries dominated by non-state enterprises [8] Group 4 - The construction materials, building decoration, and steel industries have shown the highest growth rates recently, indicating strong performance in these sectors [24] - The mechanical equipment, construction materials, and electric equipment sectors have seen significant net capital inflows, reflecting investor interest and confidence in these areas [26] - The recent changes in market turnover and trading volume suggest a dynamic shift in investor behavior and sector performance, with notable fluctuations in the TMT and cyclical sectors [31]