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中文(ZH) 中信证券:管网更新东风起,钢管板块迎价值重估

Li Ning partners with Stephen Curry and Curry Brand

Li Ning has announced a long-term collaboration with Stephen Curry and his brand, Curry Brand. This partnership aims to jointly develop specialized sports equipment across multiple categories and promote sports culture. The collaboration will also focus on connecting with younger generations of athletes and exploring global expansion opportunities for both Li Ning and Curry Brand. AI

RANK_REASON Partnership announcement between a brand and an athlete/brand.

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Pipeline network upgrades bring opportunities, steel pipe sector welcomes valuation reassessment

    36氪获悉,中信证券研报指出,此次《城市更新“十五五”规划》的核心意义在于:城市发展模式正式从增量扩张切换至存量提质,地下管网改造由“任务表述”升级为“36.5万公里量化指标”,同时配套“中央补助+专项债+REITs+社会资本”四轮驱动的资金来源框架,对钢管板块构成中期景气β。这标志着需求范式正式从地产后链条切换至公共更新,管道龙头沿着“项目获取—收入确认—产品结构升级—毛利修复”链条进入业绩与估值双修复通道。