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  4月18日,国新办举行经济数据例行新闻发布会,介绍2025年一季度工业和信息化发展情况,工业和信息化部新闻发言人、运行监测协调局局长陶青表示,今年一季度,在提振消费专项行动、“两新”加力扩围等相关政策的带动下,新能源汽车、智能制造装备等行业的内需潜力进一步激发,我国装备工业延续了去年以来持续回升向好的态势,实现了“行业整体稳步增长、细分行业亮点纷呈”的良好开局。

  从行业整体看,产销稳、预期稳。一方面重点产品产销稳步增长,一季度,装备工业近7成的重点产品产量实现了增长,增长面达到69.2%,比去年同期扩大了16.7个百分点。汽车等大宗商品产销持续向好,分别达到756.1万辆和747万辆,同比增长14.5%和11.2%,其中新能源汽车产销分别达到318.2万辆和307.5万辆,同比增长50.4%和47.1%。工业机器人、服务机器人产量达到14.9万套和260.4万套,同比分别增长26%和20%。另一方面,重点行业的投资稳步增长。一季度,通用设备制造业,汽车制造业,铁路、船舶、航空航天和其他运输设备制造业等3个重点行业的投资增速、民间投资增速均实现了20%左右的增长,说明企业的预期很稳定。同时,得益于“两新”加力扩围,工业领域设备工器具的购置投资同比增长了16.3%,增速比去年全年高了7.2个百分点。

  下一步,将贯彻落实党中央、国务院各项决策部署,着力稳增长、补短板、促转型,继续推动装备工业的高质量发展。“稳增长”方面,重点是出台机械、汽车、电力装备等三个行业新一轮的稳增长工作方案,推动重点行业技术改造和设备更新,从供需两侧协同发力,全方位扩大有效需求。“补短板”方面,深入实施“工业母机+”、“机器人+”、高端医疗装备等供需对接和推广应用行动,持续提升重点产业链供应链的韧性和安全水平。“促转型”方面,重点是出台相关行业数字化转型实施方案,促进人工智能等新技术与装备产品的深度融合应用,不断提升优质装备供给水平和保障能力。

  澎湃新闻记者徐宏文

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  21世纪经济报道记者张敏深圳报道

  4月17日晚间,融创中国控股有限公司(01918.HK)发布公告,针对总规模约95.5亿美元的境外债务重组,已取得重大进展。持有债务本金约13亿美元的初始同意债权人已签订重组支持协议,持有债务本金超10亿美元的债权人正在进行签署程序,支持债权人合计持有债务本金占现有债务本金总额约26%。

  公告称,融创现向其他债务持有人寻求更广泛的支持。

  据了解,本次融创境外债务重组将上市公司发行或担保的债务全面纳入重组方案,覆盖了公开市场债券、私募贷款等不同类型,以求彻底化解上市公司层面的债务风险。

  具体来看,融创向债权人分派两种新强制可转债(新MCB),一类将获分配转股价6.80港元/股的新MCB,可在重组生效日起转股;另一类将获分配转股价3.85港元/股的新MCB,可在重组后18-30个月内转股,该类总量不超过债权总额的25%。

  同时,融创还推出“股权结构稳定计划”,向主要股东提供部分附带条件的受限股票,主要股东在6年内仅获得该等受限股票的投票权等极其受限的权利,除非达到特定限制条件,否则不能处置、抵押、转让受限股票。通过该计划,主要股东股权比例维持在一定水平,避免过分稀释。

  过去几年,严控成本是地产行业的关键词之一,大比例的裁员、降薪也成为普遍现象。融创在公告中坦言,虽然集团保持了团队的整体稳定,但特殊阶段的长期工作压力叠加员工薪酬问题,也出现了业务骨干频频流失的现象。

  鉴于公司保交付、化债、资产盘活等工作和长期的经营恢复,需要一支稳定且有能力的团队,融创境外债重组方案推出“团队稳定计划”,拟通过新发行股份方式,向在核心经营事项中做出贡献的骨干员工逐年授予股份,以作为未来整体薪酬的补充,让团队保持长期稳定性。

  据悉,此次融创的境外债重组参与转股的债务规模近百亿美元,加上年初融创境内债重组成功,预计整体可压降近七百亿元的债务规模,每年利息支出可节约数十亿元。

  融创是债务重组推进较快的大型房企,2023年1月就完成了160亿元境内债的展期。当年11月,融创通过“债转股+发新票”的方式,完成百亿美元境外债务重组。但此后,由于业绩恢复不及预期,加之遭遇债权人的清盘呈请,融创不得不进行二次债务重组。其中,境内债的二次重组已于今年1月完成。

  今年3月,融创宣布,将对境外债进行二次重组,“寻求更加全面的境外债务综合解决方案”。

  融创此前发布的公告显示,2024年公司实现销售额471.4亿元,营业收入740.2亿元,同比下降52%。由于剔除了境外债重组收益,去年融创的归母净亏损257亿元,较2023年有所扩大。

  今年第一季度,融创实现销售额101亿元。

  德意志银行表示,随着美国总统特朗普的关税风暴引发美国资产抛售,中国客户减持美国国债,转向欧洲债券等替代资产。

  德意志银行中国宏观及全球新兴市场销售主管LillianTao接受采访时表示:“我们观察到,中国投资者在投资组合中降低美元资产的比重,进行多元化配置。”她指出,中国客户对其他市场,尤其是欧洲市场的兴趣正在上升。

  她表示,就中国企业客户的海外投资而言,欧洲高评级债券、日本国债以及黄金,可能成为替代美债的潜在选项。

  近期美元资产持续承压,特朗普发起的全球贸易战令美元资产的避险地位受到质疑。

  作为美国国债第二大海外持有国,中国的动向受到广泛关注。本周早些时候,美国财政部长贝森特表示,他不认为主权国家在抛售美国国债。

  Tao表示,一些中国客户认为,当前美债收益率在大幅抛售后变得很有吸引力。但鉴于美国政策愈发不可预测,“他们也非常谨慎,不确定当前是否是抄底良机,还是接住一把‘下落的飞刀’。”

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  4月18日,化工板块沿着环氧丙烷方向进行扩散炒作,截至午盘,人气股红宝丽(002165.SZ)触及涨停录得4连板,红墙股份(002809.SZ)2连板,一诺威(834261.BJ)、怡达股份(300721.SZ)、美邦科技(832471.BJ)、瑞华技术(920099.BJ)等跟涨。

  消息方面,据财联社,此前海外多家巨头永久停产环氧丙烷。2025年3月18日,全球化工巨头利安德巴塞尔工业公司和科思创公司发布声明称,全球化工巨头科思创和利安德巴塞尔宣布永久关闭合资环氧丙烷生产装置,项目年产能约31.5万吨。

  近期,伴随消息逐步发酵扩散,环氧丙烷产能缺口引发涨价预期,国内现货环氧丙烷价格有一定增长,目前约7750/吨。

  对此,南财快讯记者以投资者身份致电红宝丽、一诺威。红宝丽相关人士回应称,股价受多种因素影响,具体涨停原因难以判断。目前,公司整体经营状况没有发生太大的变化;一诺威有关人员表示,公司涉及环氧丙烷的下游产品,并未直接生产环氧丙烷。

  值得注意的是,4月17日晚间,红宝丽发布异动公告称,公司环氧丙烷项目正在进行技术改造,还未生产,目前未形成销售收入,对公司业绩没有影响。项目预计于2025年底进入试生产阶段。

  2025年3月2日,根据一诺威官微文章,蛇年春节过后,位于一诺威淄博生产基地,年产30万吨环氧丙烷、环氧乙烷下游衍生物项目和年产20万吨低碳环保型硬质聚氨酯组合聚醚项目建设,正如火如荼进行中。

  (声明:文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。)

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  4月18日,华尔泰(001217.SZ)股价盘中跌超6%,引发市场的广泛关注。

  4月17日,华尔泰发布2024年年报,期内实现营收16.41亿元,同比下滑8.42%;净利润8774.27万元,同比下降44.56%;扣非净利润为7877.94万元,同比降幅达46.16%。

  据了解,华尔泰的净利润已经出现连续三年的下滑。除了2024年出现下滑之外,2022—2023年净利润分别为2.2亿元、1.58亿元、8774.27万元,同比降幅分别为47.12%、27.98%。

  对于2024年度业绩下滑,华尔泰表示受多方面因素影响。一方面,宏观经济增长放缓导致化工产品的下游需求不稳定,行业新一轮产能扩张致使市场竞争激烈,公司部分产品销售价格下降;另一方面,公司持续科研投入,销售、管理、财务等三项费用同比增长;除此之外,对固定资产项目计提资产折旧,也在一定程度上拉低了利润水平。

  分产品来看,华尔泰基础化工及精细化工板块营收及毛利率均有所下滑,其中基础化工业务营收为12.44亿元,同比下滑9.22%,板块毛利率为17.84%,同比下降2.79个百分点;精细化工业务营收为3.97亿元,同比下滑5.81%,板块毛利率为0.27%,同比下降0.58个百分点。

  产能方面,华尔泰主要产品产能利用率均保持在较高水平,其中浓硝酸产能利用率高达118%,双氧水、硫酸产能利用率分别为96%、88%。

  利润分配方面,华尔泰2024年拟向全体股东每10股派发现金红利1元(含税),预计现金分红金额为3318.7万元,占净利润的37.82%。

  华尔泰主营化工产品的研发、生产和销售,目前已发展成为以基础化工产品为基础,以精细化工和化工新材料为方向的综合型化工企业,主要产品包括硝酸、硫酸、双氧水、三聚氰胺、碳酸氢铵、密胺树脂、吗啉等。目前,公司拥有年产硝酸40万吨(在建15万吨)、硫酸60万吨、双氧水30万吨等大型化工成套生产装备,其中商品浓硝酸产能和市场占有率全国领先。

  公司于2021年9月29日在深圳证券交易所挂牌上市。

  4月17日,公司还公布了2025年一季报。数据显示,华尔泰今年一季度增收不增利,当季营收为4.71亿元,同比增长19.25%;净利润1703.19万元,同比下降48.9%。

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