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粤企开年抢跑“出海”新赛道!国际采购团携“清单”赴粤寻合作
Sou Hu Cai Jing· 2026-01-09 17:04
"我们这次带来了20家越南采购商,他们的采购需求涵盖包装材料、自动化生产线、农业机械、AI机器人等等,期待与大家见面。" 1月8日—9日,"粤链全 球,工赋四海"全球采供对接会在广州举办,越南工商会胡志明市分会国际副主任何玉征(Ho Ngoc Vinh)在现场热情邀约:"希望在这里找到长期合作的供 应商。" 作为广东省2026年"粤贸全球"系列活动的开年首秀,本次对接会汇聚了来自越南、印尼、巴西等地的超百名国际采购商及780家中国外贸企业,拉开了新年 广东外贸冲刺"开门红"的序幕。 现场,带着明确采购清单的采购商们与中国供应商面对面洽谈,这场高效对接会,不仅关乎即时订单,更意在为外贸企业铺设全年乃至更长期的合作通道。 面对海外采购团带来的真金白银的订单与长期合作的橄榄枝,中国企业需要如何把握机遇? 1 导致大事 TTP T 98 - 17-27 t k CBGGI "在中美经贸关系与全球产业链重构的背景下,传统外贸模式面临挑战,中国企业必须开辟新增长路径。"米奥兰特国际会展总裁方欢胜在发言中表示,以东 盟、拉美为代表的"全球南方"市场正成为新引擎,而机电产品是其中的"新质增长点"。他认为,企业必须完成从"产品 ...
“让技术说得准、争议审得透”
Xin Lang Cai Jing· 2026-01-07 22:24
技术调查官的专业判断在纠纷化解环节发挥着"提速器"作用。在一起涉环保设备的专利侵权纠纷中,涉 案设备位于京外大型污水处理厂,实地勘验成本高、风险大,且设备整体封装,单凭现场观察难以判断 具体部件功能。 在反复查看公证保全视频后,交流技术调查官李艳琴注意到一个隐藏在管道内部、与污泥混合在一起的 关键构件。通过对原告外文资料及公开宣传内容的比对,她发现,该构件正是原告对外强调的核心发明 点。围绕这一关键点进行技术分析,李艳琴清楚判断,被诉侵权产品并未落入专利保护范围。 基于这一事实基础,法官与原告充分沟通,原告对自身技术边界有了更清晰的认识后,主动撤回起诉, 实现了纠纷的快速、妥善化解。 据介绍,北京知识产权法院不断健全技术调查官制度运行机制。探索"民行贯通"双轨运行模式,推动技 术调查官同时参与专利民事和行政案件审理,统一技术事实认定标准,增强裁判逻辑的一致性和稳定 性。同时,构建由专业化人民陪审员、技术调查官、司法鉴定人、专家辅助人共同参与的"四位一体"技 术事实查明机制,并依托院士专家委员会,形成多方协同的工作格局。 在制度规范方面,探索全职、兼职、临时邀请等多种技术调查官任职模式,资源配置效率持续提升。目 ...
龙净环保跌2.06%,成交额8851.87万元,主力资金净流入100.09万元
Xin Lang Cai Jing· 2025-12-30 03:28
龙净环保今年以来股价涨30.80%,近5个交易日涨0.31%,近20日涨4.59%,近60日涨8.74%。 12月30日,龙净环保盘中下跌2.06%,截至11:12,报16.18元/股,成交8851.87万元,换手率0.43%,总 市值205.49亿元。 资金流向方面,主力资金净流入100.09万元,特大单买入121.44万元,占比1.37%,卖出0.00元,占比 0.00%;大单买入2090.24万元,占比23.61%,卖出2111.59万元,占比23.85%。 资料显示,福建龙净环保股份有限公司位于福建省龙岩市新罗区工业中路19号,成立日期1998年2月23 日,上市日期2000年12月29日,公司主营业务涉及除尘、脱硫、脱硝、物料输送、脱硫运营、电站工程 总包等。主营业务收入构成为:环保设备制造64.93%,新能源业务24.59%,项目运营收入7.34%,其他 (补充)2.27%,土壤修复0.87%。 分红方面,龙净环保A股上市后累计派现31.84亿元。近三年,累计派现7.63亿元。 机构持仓方面,截止2025年9月30日,龙净环保十大流通股东中,广发多因子混合(002943)位居第六 大流通股东,持股 ...
国家级盛会启幕,2026中国国际石油化工展再绘行业发展新蓝图
Sou Hu Cai Jing· 2025-12-24 05:07
当绿色低碳成为全球产业转型的核心命题,当技术创新成为石油化工行业突破瓶颈的关键引擎,一场承载着行业期待的国家级盛会即将重磅启幕。2026中国 国际石油化工技术装备展,将于6月9-11日在上海新国际博览中心盛大召开。作为经商务部批准升级的行业标杆展会,本届盛会将汇聚全球产业力量,搭建 专业化、国际化的技术交流与商贸合作平台。 从上海国际石油化工技术装备展到国家级展会的华丽蜕变,十七载深耕积淀,让展会成为亚洲乃至全球石油化工领域的"晴雨表"与"风向标"。依托上海得天 独厚的区位优势与长三角经济圈雄厚的产业基础,展会规模持续扩容,影响力不断攀升,2025年已实现7万平方米展览面积、1081家企业参展、超34个国家 和地区百家采购团到场采购,成绩斐然。其中,国际展商占比突破10%,充分彰显了其国际化平台价值。 展会对产业链的全方位覆盖与精准聚焦,历经十七年发展,从最初的炼化设备、泵阀流体等核心领域,拓展至10大专业展区,形成了涵盖炼化设备、化工装 备、泵阀管道、防爆电气、安全防护、自动化仪器仪表、环保设备、智能机器人巡检等全产业链展示体系,实现了从上游研发到下游应用的全场景覆盖。无 论是特安电子、保时安这样在仪器仪表 ...
佛山市鑫弘发机械设备有限公司成立 注册资本20万人民币
Sou Hu Cai Jing· 2025-12-17 06:37
天眼查App显示,近日,佛山市鑫弘发机械设备有限公司成立,注册资本20万人民币,经营范围为一般 项目:机械设备销售;环保咨询服务;高铁设备、配件销售;生物质燃料加工;塑料制品销售;烘炉、 熔炉及电炉销售;气体、液体分离及纯净设备销售;环境保护专用设备销售;家用电器销售;五金产品 零售;机械电气设备制造;机械电气设备销售;环境保护专用设备制造;电子产品销售;建筑材料销 售;金属材料销售;国内贸易代理;普通机械设备安装服务;机械设备研发;专用设备修理;通用设备 修理;电气设备修理;电气设备销售;铸造机械制造;货物进出口;技术进出口;合成材料销售;化工 产品生产(不含许可类化工产品);耐火材料销售;涂料销售(不含危险化学品);涂料制造(不含危 险化学品);再生资源回收(除生产性废旧金属)。(除依法须经批准的项目外,凭营业执照依法自主 开展经营活动)。 ...
中国天楹:今年8月,公司越南河内朔山生活垃圾焚烧发电项目完成扩容COD验收
Zheng Quan Ri Bao· 2025-12-10 13:12
证券日报网12月10日讯中国天楹在12月10日回答调研者提问时表示,今年8月,公司越南河内朔山生活 垃圾焚烧发电项目完成扩容COD验收,项目总装机容量从75MW提升至90MW并全面进入商业运营,进 一步巩固了公司在越南环保能源市场的领先地位。该项目作为中国企业在海外投资的最大垃圾焚烧发电 厂,是绿色标志性工程。此外,公司在越南清化省、富寿省等地的新项目继续稳步推进,未来将借助标 杆项目的示范效应,持续开拓东南亚市场。除此之外,公司的环保设备制造与环卫服务也协同发力,完 善产业生态。作为国家级制造业单项冠军企业,公司拥有世界顶级环保装备制造能力,核心炉排炉技术 连续多年保持高市场认可度,设备出口覆盖法国、新加坡、马尔代夫等多个国家。随着业务持续高速发 展,公司未来将致力于成为具有全球竞争力的环保新能源综合服务商。 (文章来源:证券日报) ...
英科再生20251201
2025-12-01 16:03
Summary of the Conference Call for 英科再生 Company Overview - 英科再生 focuses on the recycling of plastic waste, preparation of recycled particles, and downstream product processing, forming a complete business structure through a full industry chain layout [4][2]. Industry and Market Position - The global recycled plastic market is projected to reach over $50 billion by 2024, with a low penetration rate of recycled materials at about 10% of the overall plastic market [13]. - The company has established a strong presence in overseas markets, with 89% of its revenue coming from international sales, primarily in Europe and the United States [11][2]. Financial Performance - In the first three quarters of the year, the company reported a 16% year-on-year increase in revenue, reaching approximately 2.3 billion yuan in net profit [6][2]. - The gross margin has experienced fluctuations due to raw material price volatility and depreciation of new bases, but is expected to stabilize and improve with the optimization of the business structure [6][9]. Key Business Segments - The main revenue-generating segments are finished frames (41% of total revenue) and decorative building materials (37% of total revenue), with the latter growing over 38% in the first half of the year [7][9]. - The decorative building materials segment is anticipated to become the largest business area, with a stable gross margin of 28%-32% [9][2]. Strategic Initiatives - The company is shifting its focus in the recycled particle business towards exports to enhance profitability, while the environmental equipment segment serves as a strategic layout to stabilize upstream waste sources [10][2]. - The management team is stable, with the founder holding 40.65% of the shares, and a stock incentive plan has been introduced to bind key employees [12][2]. Future Outlook - The company expects steady growth in the finished frame business and high growth in decorative building materials due to expansion in the European and American markets [3][8]. - Projections indicate revenue growth rates of 14.8%, 15.3%, and 16.2% from 2025 to 2027, with net profits expected to reach 300 million, 360 million, and 430 million yuan respectively [20][2]. Competitive Advantages - The company has a global production capacity advantage, with manufacturing bases in Vietnam and Malaysia, which are expected to enhance overall profitability [17][2]. - Strong R&D capabilities and a diverse product matrix allow the company to meet customized demands, particularly in the DIY market in Europe and the U.S. [14][16]. Governance and Management - The company emphasizes innovation and talent development, with a long-term growth expectation of around 15% CAGR from 2025 to 2029 [19][2]. Conclusion - Overall, the company is well-positioned for future growth with a robust business model, strategic international expansion, and a focus on high-margin products, leading to a positive investment outlook [20][2].
年底5元以下低价股捡漏,7只潜力股推荐,跨年黑马等你选
Sou Hu Cai Jing· 2025-11-30 18:37
Group 1: Consumer Sector - The government has implemented substantial measures to boost consumption, focusing on smart products, green energy, and products for the elderly [1] - The fourth round of "trade-in" subsidies is accelerating, targeting home appliances, digital products, and home decoration, with a deadline for consumers to act by December 31 [1] Group 2: Alcohol and Pharmaceutical E-commerce - A company specializing in both liquor and pharmaceutical e-commerce has seen revenue growth of nearly 30%, with high gross margins due to increased demand during year-end banquets [1] - The pharmaceutical e-commerce segment benefits from stricter regulations, providing a competitive edge, while innovative drugs are in phase three clinical trials, indicating strong cash flow and a low price-to-earnings ratio compared to peers [1] Group 3: Prepared Dishes and New Retail - A company focused on prepared dishes and new retail is experiencing rapid market growth, with the market size exceeding 600 billion, although its actual revenue contribution is only over 10% [3] - The main business remains traditional retail with lower gross margins, and new production facilities for prepared dishes will not be operational until 2026, posing risks for large investments [3] Group 4: Healthcare Sector - Companies specializing in cold medicine are expected to see revenue spikes during the flu season, with over 40% of their revenue coming from this period, but they have low R&D investment, limiting long-term growth potential [3] Group 5: Elderly Care and AI Medical Services - A company focusing on elderly care and AI medical services has seen over 50% revenue growth in community care and rehabilitation, with AI diagnostic systems implemented in numerous grassroots hospitals [5] - The company has high R&D investment compared to industry averages, but its diverse business lines contribute limited short-term profits, making it suitable for long-term investment [5] Group 6: Private Hospitals and Smart Medical Services - A company operating in private hospitals, smart medical services, and coal has seen over 30% revenue growth in private hospitals, with stable cash flow from coal operations [6] - The company has a diversified risk profile but lacks a core growth engine, making it suitable for conservative investors [6] Group 7: High-end Manufacturing - The high-end manufacturing sector is receiving strong policy support, with a focus on industrial mother machines, which are expected to modernize by 2027 [6] - A company producing CNC machines has reported over 60% profit growth in the first three quarters, with a nearly 40% year-on-year increase in industrial mother machine revenue [6] Group 8: New Energy and Digital Economy - The new energy and digital economy sectors are experiencing explosive growth, with data trading becoming a national focus and data center capacity reaching 500 PB [8] - The company involved in data business has seen revenue double, with stable cash flow from cement operations and lower valuations compared to peers, indicating potential for increased profitability if the data business model is successful [8]
龙净环保跌2.02%,成交额1.31亿元,主力资金净流出1745.58万元
Xin Lang Zheng Quan· 2025-11-28 05:57
Core Points - The stock price of Longking Environmental Protection has decreased by 2.02% on November 28, trading at 15.49 CNY per share with a market capitalization of 19.673 billion CNY [1] - The company has seen a year-to-date stock price increase of 25.22%, with a recent 5-day increase of 1.18%, a 20-day decrease of 8.07%, and a 60-day increase of 24.42% [1] - Longking Environmental Protection's main business includes dust removal, desulfurization, denitrification, material transportation, desulfurization operation, and power plant engineering contracting [1] Financial Performance - For the period from January to September 2025, Longking Environmental Protection achieved operating revenue of 7.858 billion CNY, representing a year-on-year growth of 18.09%, and a net profit attributable to shareholders of 780 million CNY, up 20.53% year-on-year [2] - The company has distributed a total of 3.184 billion CNY in dividends since its A-share listing, with 763 million CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders of Longking Environmental Protection is 44,400, with an average of 28,630 circulating shares per person [2] - Notable changes in institutional holdings include a decrease of 11.7526 million shares held by Guangfa Multi-Factor Mixed Fund, while Hong Kong Central Clearing Limited has entered as a new major shareholder with 10.8506 million shares [3]
英科再生11月14日获融资买入1526.06万元,融资余额1.02亿元
Xin Lang Cai Jing· 2025-11-17 01:27
Group 1 - The core viewpoint of the news is that Yingke Recycling has shown a slight increase in stock price and trading volume, with notable financing activities indicating investor interest [1] - As of November 14, Yingke Recycling's financing buy-in amounted to 15.26 million yuan, while financing repayment was 13.64 million yuan, resulting in a net financing buy-in of 1.62 million yuan [1] - The total balance of margin trading for Yingke Recycling reached 102 million yuan, accounting for 1.75% of its market capitalization, which is below the 10% percentile level over the past year, indicating a low financing balance [1] Group 2 - As of September 30, Yingke Recycling had 7,443 shareholders, a decrease of 3.27% from the previous period, while the average circulating shares per person increased by 3.39% to 25,022 shares [2] - For the period from January to September 2025, Yingke Recycling achieved operating revenue of 2.583 billion yuan, representing a year-on-year growth of 15.76%, and a net profit attributable to shareholders of 226 million yuan, up 16.29% year-on-year [2] - Since its A-share listing, Yingke Recycling has distributed a total of 120 million yuan in dividends, with 93.13 million yuan distributed over the past three years [2]