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Final arguments are being made before Australia's vote to create Indigenous Voice_我的网站

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一 |       8月24日,多家上市公司发布投资者关系活动记录表公告,披露各自与机构之间的业务交流内容,其中透露出公司业务布局的诸多进展与亮点。K图 002906_0  华阳集团:AI领域已定点未量产项目订单金额超20亿元  华阳集团近日接受中金公司、Morgan Stanley、博时基金、野村证券、上海磐厚等71家机构调研。    CANBERRA, Australia -- Opposing campaigners made their final pitches on Friday over changing the Australia's constitution to acknowledge a place for Indigenous Australians on the eve of the nation's first referendum in a generation.The referendum has the potential to amend Australia’s founding legal document for the first time since 1977. But opinion polls suggest that the amendment will be rejected as more than four-in-five referendums have been in the past.Australians are being asked to alter the constitution to recognize the “First Peoples of Australia” by establishing an Indigenous Voice to Parliament.The committee comprised of and chosen by Indigenous Australians would advise the Parliament and government on issues that affect the nation’s most disadvantaged ethnic minority.Indigenous Australians account for only 3.8% of Australia’s population. But they die on average eight years younger than the wider population, have a suicide rate twice that of the national average and suffer from diseases in the remote Outback that have been eradicated from other wealthy countries.Prime Minister Anthony Albanese, a leading Voice advocate, cited the Israel-Hamas war to underscore why Australians should vote “yes” out of kindness toward the Indigenous population.“This week of all weeks where we see such trauma in the world, there is nothing — no cost — to Australians showing kindness, thinking with their heart as well as their head, when they enter the polling booth tomorrow and vote ‘yes,’” Albanese said.“Kindness costs nothing. Thinking of others costs nothing. This is a time where Australians have that opportunity to show the generosity of spirit that I see in the Australian character where at the worst of times we always see the best of the Australian character,” Albanese added.Opposition leader Peter Dutton, whose conservative party opposes the Voice, said polling showing declining support for the referendum over the past year was evidence Albanese failed to convince voters of the benefits of the Voice. “He’s instinctively won their hearts because Australians do want better outcomes for Indigenous Australians, but he hasn’t won their minds,” Dutton told Australian Broadcasting Corp.Indigenous activist Robbie Thorpe drew attention to Indigenous division over the Voice this week by applying for a High Court injunction to stop the referendum. “The referendum is an attack on Aboriginal Sovereignty,” Thorpe said in a statement on Friday.But the High Court said his writ had been rejected on Thursday on the grounds that it appeared to be an abuse of the court process, frivolous, vexatious or outside the court’s jurisdiction.Thorpe is among so-called progressive “no” campaigners who argue an Indigenous committee with no power of veto over legislation is not a sufficiently radical change.Many progressives argue the constitution should more importantly acknowledge that Indigenous Australians never ceded their land to British colonizers and a treaty was a higher priority than a Voice.Conservative “no” campaigners argue the Voice is too radical and the courts could interpret its powers in unpredictable ways.Some Indigenous people don’t have faith that the Voice’s membership would represent their diverse priorities.“Yes” campaigner Kyam Maher, an Indigenous man who is South Australia state’s attorney general, said the question he was most often asked by thousands of voters was what result Indigenous Australians wanted.“I can say absolutely and overwhelmingly Aboriginal people want their fellow Australians to vote ‘yes’ tomorrow,” Maher said.An opinion poll published this week supported Maher's view that a majority of Indigenous Australians wanted the Voice although that support had eroded since early 2023.Polling suggests the referendum will lose despite Australia’s peak legal, business, faith and sporting groups overwhelmingly supporting the Voice.Anne Twomey, a Sydney University constitutional law expert and a member of the Constitutional Expert Group that advised the government on drafting the referendum question, said she feared that Australian lawmakers might give up trying to change the constitution if the referendum fails.“I think it is a big concern if we end up with a constitution that’s frozen in time that we can’t change,” Twomey said.“In practice around the world, when a constitution becomes frozen and out of date with the world that it operates in, it becomes brittle and when there’s ever any stress on it, it does tend to break,” she added.___Follow AP's Asia-Pacific coverage at https://apnews.com/hub/asia-pacific。  在交流中,华阳集团表示,受益于新能源汽车、机器人轻量化带动镁合金需求上行及AI算力产业链持续扩张,镁合金、锌合金产品线实现高增长,传动系统、制动系统、显示屏支架、光通讯模块、高速连接器等零部件销售收入同比大幅增长。  财报显示,华阳集团上半年实现营收69.23亿元,同比增长30.36%;归母净利润4.01亿元,同比增长17.55%。汽车电子业务收入50.63亿元,同比增长33.64%,其中,HUD国内市占率提升至29.8%,继续位列第一;液晶仪表屏、中控屏分别位列第二、第三。  报告期内,公司新产品定点成果丰硕,AIBOX、PHUD、碰撞电源模块等多款新产品获新定点项目,还新获得STELLANTIS、福特、斯柯达、一汽大众等品牌车企定点。“综合来看,公司汽车电子业务预计将继续保持良好发展趋势。

二 | ”  华阳集团同时介绍,在AI领域,公司围绕AI算力基础设施,打造“数据互连+散热+数据中心机柜”三大方向,光模块、服务器高速连接器零部件相关产品已规模化量产,服务器散热零部件已获国际客户定点并将于今年量产,数据中心机柜相关产品已应用于国内科技企业数据中心产品中。截至6月末,定点未量产项目订单超20亿元,新增产能——东兴工厂即将投产,泰国基地预计年内投产。  机器人领域也已取得突破,其中,UWB信标定位已获定点项目;精密压铸业务已延伸布局机器人多类零部件产品,已获国内具身智能机器人企业关节模组及头部零部件定点项目。  资料显示,华阳集团是国内领先的汽车电子及精密压铸企业,正依托精密制造能力拓展AI算力及机器人业务构建第二增长曲线。绵阳国资旗下九洲投资拟56.6亿元入主,使得华阳集团近日备受投资者关注。  二级市场方面,华阳集团今日复牌,无惧市场波动一字涨停,股价创两个月以来新高。K图 000695_0  滨海能源:5家头部客户审厂完成,产品价格处于上行通道  滨海能源近日在商都园区接受中金公司、新华资产、招商证券、大成基金等多家机构现场调研。  在交流中,滨海能源透露,自去年首次批量供货头部客户后,今年导入节奏进一步加快,且已有批量客户逐步提量。公司年内已累计完成5家头部客户审厂工作,商务谈判加速推进,陆续进入合格供应商名单,预计年底前逐个启动批量供货,订单有效覆盖新增产能。  据悉,上半年公司负极材料(代工及自产)业务产销量分别达4.2万吨、3.9万吨,分别同比增长64%、68%;其中自产负极材料头部客户批量供货,销售1.3万吨,同比增长599%。

三 |   产能方面,截至目前,公司在内蒙古乌兰察布商都县协同控股股东已形成15万吨石墨化及前端预处理产能、8万吨负极材料成品产能;8月底将再新增4万吨石墨化产能;计划到年底整体建成20万吨一体化项目配套580MW源网荷储一体化绿电项目,合计具备约30万吨一体化产能。商都县中长期规划达到50万吨一体化产能,并且再增加申请600MW绿电直连项目。  据滨海能源介绍,公司580MW源网荷储项目一期150MW风电已于8月1日正式并网试运行并顺利发电,部分光伏设备已完成组装、预计近期陆续并网,剩余风机及光伏施工按计划推进,整体预计今年底完成建设。

四 | 目前绿电项目运行良好,风机发电效率将随内蒙古地区进入大风季逐步提高。  公司判断,今年负极行业有望维持高增长,对明年增长保持乐观;短期来看,负极环节开工持续创新高,供应趋紧明显,核心石墨化环节表现更甚,预计接下来产品价格仍处于上行通道。  资料显示,滨海能源是转型负极材料领域的新能源企业,依托内蒙古商都县一体化产能及源网荷储绿电项目打造低碳竞争力。  二级市场方面,滨海能源作为负极材料新锐标的,股价随新能源材料板块整体表现运行,公司今日逆势收涨1.68%。(文章来源:东方财富研究中心)。

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