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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

  北京能源国际(00686)发布公告,于2025年4月22日,京能胜科沧州(公司非全资附属公司,作为发包方)与联合体单位(作为承包方)订立EPC合约。根据EPC合约,联合体单位将向京能胜科沧州提供EPC服务,以建设EPC项目。EPC合约项下的合约价格约为人民币5.09亿元(含税)。

  据悉,EPC合约项下的EPC服务包括(其中包括)勘察、设计、设备材料採购、建筑、安装、检测及验收工作以及于EPC项目质保期内提供与整个系统质保相关的服务。此外,联合体单位亦应负责所有因EPC项目施工所引起及与之相关的永久及临时土地徵用、合规程序、植被重建及外部协调等。

  公告称,集团已加快清洁能源规模化发展及扩大风电业务规模的步伐,此乃集团于此方面的重点之一。据董事所深知,中国能建东电一及山东环能均为发展成熟的公司,在中国可再生能源发电项目建设及发展方面拥有丰富经验。订立EPC合约将符合国家佈局大型电力基地的政策,将使公司能通过建设优质风力发电项目,进一步扩展其于可再生能源行业中风电场的业务规模并多元化清洁能源组合,从而为股东赚取更大回报。

  特斯拉CEO埃隆·马斯克周二在公司财报电话会议上表示,他不喜欢高额或不可预测的关税,但有关关税的任何决定“完全取决于美国总统”。

  马斯克表示,与其他美国汽车制造商相比,特斯拉处于相对有利的地位,因为它在北美、欧洲和中国拥有“本地化的供应链”。

  马斯克表示,特斯拉是“受关税影响最小的汽车公司,至少在大多数方面是这样”。

  周二,特斯拉公布了令人不安的第一季度业绩,其中汽车收入同比下降20%,净利润下降71%。该公司还表示,至少在第二季度更新之前,不会提供2025年的任何指引。

  虽然马斯克是美国总统特朗普最亲密的顾问之一,但关税是导致他与政府部分不和的一个问题。他最近称特朗普的首席贸易顾问彼得·纳瓦罗(PeterNavarro)为“白痴”,“比一袋砖头还笨”。

  然而,在周二的电话会议上,马斯克表示,“如果一些国家正在采取掠夺性的关税措施”,或者“如果一个政府为某个特定行业提供极端的财政支持,那么你就必须采取措施加以抵制。”

  自本月早些时候特朗普提出大范围征收关税的计划以来,特斯拉的股价一直受到重创,此前该公司股价在第一季度暴跌36%,为2022年以来的最差表现。

  由于特斯拉生产的汽车是在美国国内销售的,因此该公司不受特朗普对进口汽车征收的25%关税的影响。但特斯拉依靠来自中国、墨西哥、加拿大和其他地方的材料和供应来制造设备、汽车玻璃、印刷电路板、电池和其他产品。

  马斯克表示,他会就关税问题向特朗普提出建议。“他会听我的建议。当然,这取决于他自己的决定,”马斯克说,“我已经多次公开表示,我认为降低关税总体上是个好主意。”

  他补充说,他是“可预测的关税结构”以及“自由贸易和低关税”的倡导者。

  马斯克表示,特斯拉的能源业务面临关税的“巨大”影响,因为特斯拉汽车使用的磷酸铁锂电池来自中国。

  “我们正在调试设备,以便在美国本地生产LFP电池,”他说。但他表示,该公司的本地设备“只能服务于我们总装机容量的一小部分”。

  他表示:“我们也一直在努力从非中国供应商那里获得额外的供应链,但这需要时间。”

  马斯克称特斯拉是“垂直整合程度最高的汽车公司”,但表示仍有大量零部件和材料来自其他国家。尽管它在德克萨斯州建了一家锂精炼厂,但“我们还没有种植橡胶树和开采铁矿石,”他说。

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

  北京控股(00392)发布公告,附属公司燕京啤酒(000729.SZ)于2024年度取得营业收入146.67亿元(人民币,下同),同比增长3.20%;燕京啤酒股东应占溢利10.56亿元,同比增长63.74%。

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