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Everllence中国总经理:拓展在华合作生态
Xin Jing Bao· 2025-12-29 11:40
他说,Everllence将进一步扎根中国市场,通过加强本地制造、拓展合作生态,打造覆盖氢能、CCUS、 绿色燃料系统等在内的全栈式零碳技术矩阵。公司的目标是为客户提供贯穿设计、实施到运营的全周期 脱碳支持,助力中国实现"双碳"目标,携手共建零碳航运的全球未来。 新京报贝壳财经:中央经济工作会议提出持续扩大内需、优化供给,做优增量、盘活存量,因地制宜发 展新质生产力,对此,Everllence会有哪些具体举措? Patrick Kettschau:我们将持续深化与中国本土伙伴的合作,拓展在华产能布局,进一步完善面向绿色 低碳转型的技术供给体系。例如,我们将为中国的航运业提供更加多元、前瞻的动力解决方案。同时, 搭配Everllence自主研发的数字化平台,助力客户实现从传统动力向智能、绿色动力(601330)的平滑 过渡。 对于企业而言,针对中央经济工作会议提出的持续扩大内需等议题会有哪些举措?2026年有哪些战略发 展目标?Everllence中国区董事总经理Patrick Kettschau近日接受新京报贝壳财经《看2026》采访表示, 公司见证并深度参与了中国在航运业绿色转型中的引领作用,并致力于成为中 ...
看2026|Everllence中国总经理:拓展在华合作生态
Bei Ke Cai Jing· 2025-12-29 11:32
对于企业而言,针对中央经济工作会议提出的持续扩大内需等议题会有哪些举措?2026年有哪些战略发 展目标?Everllence中国区董事总经理Patrick Kettschau近日接受新京报贝壳财经《看2026》采访表示, 公司见证并深度参与了中国在航运业绿色转型中的引领作用,并致力于成为中国实现低碳发展道路上不 可或缺的技术合作伙伴。 他说,Everllence将进一步扎根中国市场,通过加强本地制造、拓展合作生态,打造覆盖氢能、CCUS、 绿色燃料系统等在内的全栈式零碳技术矩阵。公司的目标是为客户提供贯穿设计、实施到运营的全周期 脱碳支持,助力中国实现"双碳"目标,携手共建零碳航运的全球未来。 此外,加快常州生产基地的本地化建设步伐,提升响应本地市场需求的速度与精度。未来,Everllence 将继续携手中船动力、招商局集团、中远海运、双良等长期中国合作伙伴,围绕绿色船舶动力、清洁能 源应用等关键领域开展深度合作,共同构建更加高效、低碳的产业生态,助力中国制造业高质量发展。 未来我们希望通过在技术创新、本地运营和产业协同等方面的持续投入,把国家政策的宏观指引,转化 为企业发展的切实动能,为中国经济的绿色转型和 ...
在基层治理中强化中华民族的共同性
Xin Lang Cai Jing· 2025-12-28 20:29
●李进良 推进数字赋能,提升强化中华民族的共同性的精准效能。一要搭建数字化交往平台,促进互联互通。开 发集政策宣传、文化展示、活动组织、服务办理、民意沟通于一体的数字化平台,设立"民族风采""活 动驿站""互助驿站"等特色板块,运用大数据精准分析群众需求,推送个性化服务与活动信息,打破时 空限制,促进线上线下融合互动。二要建设智慧治理系统,优化公共服务。在多民族聚居社区连队推广 智慧政务、智慧健康等应用,推动公共服务"一网通办"、指尖可达。利用数据监测预警潜在社会治理风 险,实现精准预判、主动服务,特别是为流动人口提供更加便捷、均等化的公共服务,增强其归属感与 融入度。三要净化网络空间生态,凝聚社会共识。加强基层网络内容建设,积极传播民族团结好故事、 传递中华文化正能量。健全网络舆情监测与引导机制,及时回应关切、澄清误解。鼓励各族群众创作优 质网络内容,分享交流交融的生动实践,共建清朗、温暖的网络精神家园。 加强队伍建设,提升基层治理的专业水平。一要开展系统化培训,提升专业能力。将铸牢中华民族共同 体意识相关理论、民族政策法规、群众工作方法等纳入基层干部常态化培训体系,通过专家授课、案例 教学、实地观摩等形式 ...
海南自贸港封关启幕:国人的战略红利与品牌科技新未来
Sou Hu Cai Jing· 2025-12-17 05:13
【好品牌科技网・行业观察】2025年12月18日,海南自贸港封关运作正式启幕。这一国家战略落子,不仅标志着中国改革开放新篇章的开启,更以"制度创 新试验田"的姿态,为14亿国人铺就一条通往高质量生活的"政策红利通道"。好品牌科技网从品牌科技媒体的视角审视,海南自贸港封关不仅是经济领域的 突破,更是品牌建设、科技赋能与民生福祉深度融合的里程碑,其意义远超一岛一域,最终将惠及每一位国民。 一、制度创新:从"政策洼地"到"品牌高地"的跃升 是高技能岗位的涌现,为年轻人提供"与国际接轨"的职业路径。正如《规定》中"应收尽收"与"应享尽享"的双向平衡,既保障国家税收安全,又确保纳税人 权益,这种治理能力的现代化,正是"以人民为中心"发展思想的生动体现。 四、知名品牌专家、好品牌科技网CEO范贵宾的评论 海南自贸港封关的核心价值,在于通过制度创新构建全球领先的营商环境。《海南自由贸易港涉税专业服务规定》的施行,正是这一逻辑的具象化表达。该 《规定》以23条细则构建起涉税服务的"自贸港标准":明确7类服务范围、鼓励跨境涉税服务、开放境外人才执业资格互认……这些制度设计直击"国际涉税 人才短缺"的痛点,如中联融德税务师事务所 ...
济宁圆满完成微山岛镇区域特色自然和人文资源调查国家级试点工作
Qi Lu Wan Bao· 2025-12-10 06:17
2025年5月21日,自然资源部公布第二批区域特色自然和人文资源调查试点名单,微山岛镇以"湖光秀 丽、人文富集、史迹众多"的独特优势成功入选,为全省2个、全国50个试点地区之一。 试点获批以来,济宁市局、微山县局高度重视、积极谋划,以"绿水青山就是金山银山"为引领,建 立"部省统筹、市县联动、乡镇配合、专家指导"协同工作机制,开展区域特色自然和人文资源调查国家 级试点工作,历时6个月形成调查成果。11月28日,山东省区域特色自然和人文资源调查试点工作座谈 会在济宁市微山县微山岛镇召开,济宁市系统汇报了试点工作成果、经验做法及成果转化应用情况等, 得到省厅领导的高度评价。 融合多源要素,筑牢数据底座。广泛收集自然资源、文旅、住建、生态环境、水利、农业农村、地质等 相关部门资料,创新性地融合土地利用现状、林草湿普查、水域调查、城市国土空间监测等自然资源数 据与文物普查、文化和旅游资源普查等人文数据。利用多种技术手段,结合实地调查,深入挖掘微山岛 镇生态环境、农业渔业类型及产量、土地利用类型等自然资源情况,历史文化、红色文化、民俗非遗、 湖区文化等人文资源情况,建成涵盖一个调查范围、三个特色资源数据集,共计29个数 ...
康斯特20251027
2025-10-27 15:22
Company and Industry Summary Company Overview - Company reported total revenue of 586 million yuan for the first three quarters of 2025, representing a year-on-year increase of 7.6% [2][3] - Domestic market revenue reached 200 million yuan, up 11.3% year-on-year, while international market revenue was 193 million yuan, growing by 8.7% [2][3] Core Financial Performance - Main detection products generated revenue of 375 million yuan, a 9.4% increase year-on-year, with a 21% growth in the third quarter alone [2][4] - Digital platform revenue was 14 million yuan, reflecting a 36% year-on-year increase [2][4] - Overall gross margin stood at 65.4%, with a slight year-on-year fluctuation of 0.8% [5] Expense Analysis - Total operating expenses accounted for 41.7% of revenue, up from 40.9% the previous year [6] - R&D expenses were 57.68 million yuan, an 18% increase year-on-year; management expenses were 45.15 million yuan, up 18.4%; and sales expenses were 61.63 million yuan, a 3.7% increase [6] Market Dynamics - Domestic demand in the instrumentation and calibration sectors is growing rapidly, with significant orders confirmed in the third quarter [7] - The U.S. market has shown recovery, with growth rebounding from -11% to 2% by September, while the Europe, Middle East, and Africa (EMEA) market improved from -7% to 14% [3][7] Export Strategy - The company has reduced U.S. tariff costs by exporting through its Singapore subsidiary, which now accounts for nearly 40% of its international sales [2][8] - Sales are still managed by the U.S. subsidiary, while the Singapore subsidiary handles operations and exports [8] Product Performance - Pressure controllers are significantly impacted by high tariffs but maintain a competitive advantage, with plans for bulk shipments to enhance market share and profitability [2][9] - The company is optimistic about the sales of pressure controllers in 2026, as customer acceptance leads to increased demand [10] Future Product Development - Self-developed sensors are expected to complete R&D by the end of 2025, with a planned production of 10,000 units, primarily for new product development [12][17] - The pressure transmitter is under development, with samples expected by the end of 2026 [13] Digital Platform Development - The digital business platform is progressing, integrating resources and iterating products, with a focus on reducing project acceptance time and income recognition fluctuations [18] Conclusion - The company is well-positioned to navigate current market challenges, leveraging its competitive advantages in product offerings and strategic export operations to sustain growth in both domestic and international markets.
康斯特(300445) - 北京康斯特仪表科技股份有限公司2025年10月24日投资者关系活动记录表
2025-10-25 10:16
Group 1: Business Performance and Market Impact - The current tariff rate for products exported to the U.S. is 55%, which includes a 25% Section 301 tariff and an additional 30% base tariff. Tariffs and freight costs have decreased by 30% year-on-year, positively impacting gross margins [1] - The U.S. and Europe remain the primary markets, while emerging markets in Asia are growing rapidly but contribute less overall due to their smaller base [1][2] - The domestic market shows strong performance in the measurement and sensor industry, with its share in domestic revenue increasing from single digits to over 12% due to demand for automatic pressure control products [5] Group 2: Financial Health and Cash Flow - Operating cash flow increased by approximately 35 million yuan year-on-year, driven by agents adopting a cash-on-delivery policy and an increase in prepayment ratios from domestic private enterprises [7] - State-owned enterprises account for about 60% of domestic sales, providing reliable revenue despite potential accounts receivable issues [7] Group 3: Research and Development - The company aims for a research and development investment ratio of 15% or more, with a slight increase in investment in the third quarter due to new project establishment [8] - The self-developed sensor project is expected to conclude this year, with plans to produce 10,000 units primarily for internal use and testing [9] Group 4: Digital Platform and Future Outlook - The digital platform business, primarily driven by the subsidiary Mingde, has shown rapid growth in the third quarter, although its overall revenue contribution remains low [10] - The company anticipates that the digital platform's performance will be stable, with slight growth expected compared to the previous year [10]
密集调研!这些行业被看好
Zhong Guo Zheng Quan Bao· 2025-10-04 04:29
Core Insights - In the third quarter, nearly 3,000 A-share listed companies were investigated by institutions such as securities companies, fund companies, and insurance firms [1] - The leading company in institutional research was Huichuan Technology, which received over 400 institutional inquiries [2][13] - The "hard technology" sectors, including integrated circuits, electronic components, and application software, attracted significant institutional attention [3][17] Securities Companies - CITIC Securities conducted the highest number of investigations, totaling 1,002, with the top three companies of interest being Chaohongji, Wentai Technology, and Liugong [5][7] - The top ten securities companies by investigation frequency were listed, with CITIC Securities leading [6][7] Insurance Companies - Major insurance companies such as Ping An Pension, Changjiang Pension, and Taiping Pension each conducted over 100 investigations [8] - The top ten insurance companies by investigation frequency were detailed, with Ping An Pension leading [9] Foreign Institutions - Foreign institutions, including Point72 Asset Management and Goldman Sachs, ranked high in the number of investigations conducted [10] - The top ten foreign institutions by investigation frequency were provided, highlighting their focus on specific companies [11] Company Research Focus - Huichuan Technology plans to invest 8% to 10% of its revenue in R&D, focusing on software and overseas market products [14] - Maiwei Bio-U is exploring liver-targeting and CNS-targeting for its siRNA projects [14] Industry Trends - The AI sector is expected to remain a focal point in the A-share market, with predictions of steady growth in the computer industry [17][18] - Recommendations include focusing on AI applications, computing power, and related sectors such as industrial software and internet financial software [18]
密集调研!集成电路、电子元件等行业被看好
Zhong Guo Zheng Quan Bao· 2025-10-04 04:25
Core Insights - The third quarter saw nearly 3,000 A-share listed companies being researched by various institutions, indicating a strong interest in certain sectors [1][9] - The "hard technology" sectors, including integrated circuits, electronic components, and application software, received significant attention from institutions [2][9] Group 1: Institutional Research Activity - In the third quarter, nearly 200 companies were researched by over 100 institutions, with the robotics leader, Huichuan Technology, receiving the most attention from over 400 institutions [1][9] - CITIC Securities conducted the highest number of research sessions, totaling 1,002, focusing on companies such as Chaohongji, Wentai Technology, and Liugong [3][4] - Insurance companies like Ping An Pension, Yangtze Pension, and Taiping Pension also showed high research activity, each exceeding 100 sessions [5] Group 2: Sector Focus - The technology sector remains a focal point, with AI and computing expected to drive growth in the upcoming quarters [10] - CITIC Securities anticipates steady revenue growth in the computer industry, suggesting a focus on AI applications and computing power in the fourth quarter [10] - Zhongtai Securities highlights that downstream capital expenditure in AI will continue to boost the industry chain, with a focus on servers and data centers [10]
外资“扎堆”调研A股科技股:聚焦高研发、高端制造赛道
Huan Qiu Wang· 2025-10-03 02:55
Core Insights - Foreign investment institutions are refocusing on the A-share market, particularly in the technology sector, as domestic economic recovery progresses [1] - In September, 23 companies attracted visits from 10 or more foreign institutions, primarily in high-tech fields, with 2024 R&D investment ratios exceeding 5% [1] Group 1: Foreign Investment Interest - Huichuan Technology topped the list with 176 overseas institution visits, followed by Estun and Shenzhen South Circuit with 58 and 54 visits respectively [3] - High R&D investment is a common characteristic among these companies, with Aobi Zhongguang leading at 36.2% R&D investment ratio for 2024 [3] Group 2: R&D Focus and Strategy - Foreign institutions are particularly interested in the R&D directions and technological advantages of these companies [3] - Huichuan Technology plans to invest 8%-10% of its revenue in R&D to maintain technological leadership, focusing on software, overseas market products, and humanoid robots [3] Group 3: Market Performance and Valuation - Among the 23 companies, 15 have a market capitalization exceeding 30 billion yuan, with Huichuan Technology leading at 226.3 billion yuan [4] - The average increase for these companies in September was nearly 12%, outperforming the CSI 300 index by about 9 percentage points [4] - Foreign investors prefer a valuation model based on "price-to-sales ratio + technological leadership" for hard tech companies, indicating potential for valuation restructuring in this sector [4]