Jing Ji Wang
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助力钢铁行业绿色增值,隆基森特 BIPV 打造工商业好屋顶
Jing Ji Wang· 2025-12-11 07:59
近年来,钢铁行业面临着能源成本攀升与碳排约束收紧的双重挑战。作为高耗能行业,钢铁生产的 电力消耗占企业运营成本的比重持续上升,而日趋严格的碳排放管理,也让绿色转型成为钢企实现可持 续发展的核心课题。 面对这样的行业现状,隆基森特BIPV精准锚定钢铁生产的实际需求,以高效绿电解决方案激活空 间价值,为钢企开辟出一条全新的屋顶资源利用路径,助力行业在能源结构升级中实现效益增长。 弧形料场屋顶因曲面弧度大、受力复杂,长期被视为光伏安装"禁区",陕钢龙钢和江苏长强钢铁的 项目则打破了这一认知。隆基森特团队采用"随坡敷设"方案,让光伏与弧形屋顶完美贴合,在不破坏原 有结构的前提下,分别实现了8.73MW和18.12MW的装机容量。 这一突破充分证明,没有"不适合"的屋顶,只有"没找对"的解决方案。这类针对性解决方案的核心 价值,在于激活了钢铁行业此前无法利用的弧形屋顶资源,两个项目全生命周期发电量分别达2.27亿千 瓦时和4.45亿千瓦时,让特殊结构的屋顶资源得到了充分利用,为行业开辟了新的光伏应用空间。 多元场景适配,全面激活钢企屋顶资源价值 ·新建厂房:同步规划建设,快速搭建绿色发电产能 对于新建厂房,隆基森特BI ...
收评:沪指跌0.7% 商业航天、特高压概念等活跃
Jing Ji Wang· 2025-12-11 07:47
中国经济周刊-经济网讯 截至收盘,上证综指报3873.32点,跌幅0.70%,成交额7643.50亿元;深证 成指报13147.39点,跌幅1.27%,成交额10927.62亿元;创业板指报3163.68点,跌幅1.41%,成交额 5132.25亿元。 盘面上看,地产、零售、纺织服装、食品饮料、酿酒等板块走低,次新股、可控核聚变、商业航 天、特高压概念等活跃。 编辑:何颖曦 ...
民间投资,后劲有多大?
Jing Ji Wang· 2025-12-11 06:56
"十五五"规划建议强调,"完善民营企业参与重大项目建设长效机制,发挥政府投资基金引导带动 作用,激发民间投资活力、提高民间投资比重,增强市场主导的有效投资增长动力。" 今年以来,各地区各部门为支持民营经济发展壮大、促进民间投资,采取了一些务实管用的举措, 营造民营企业敢投、愿投、放心投的氛围,助力民间投资活力逐步释放。 今年5月,我国第一部专门关于民营经济发展的基础性法律民营经济促进法正式实施,将坚持"两个 毫不动摇"明确为法律制度,设置权益保护专章。有关部门坚决纠治涉企行政执法突出问题,截至目前 已查纠相关案件5万多件,"乱检查、乱罚款、乱收费、乱查封"问题和违规异地执法、趋利性执法等问 题得到有效纠治。 展望"十五五",民营企业还拥有许多宝贵机遇,民间投资将迎来新的更大发展。 今年前10个月,第一产业、第二产业民间投资增速分别为6.7%、3.5%。分领域来看,基础设施民 间投资增长较快、增速为4.5%,其中,电力、热力、燃气及水的生产和供应业民间投资增速高达 18.8%。 进一步拓宽准入空间,让民间投资越来越顺心。 持续压减市场准入负面清单,出台实施"民间投资13条",滚动接续向民间资本推介项目。水电领 ...
扩内需政策措施继续显效
Jing Ji Wang· 2025-12-11 06:56
Group 1: Consumer Price Index (CPI) Insights - In November, the CPI increased by 0.7% year-on-year, marking the highest growth since March 2024, with a month-on-month decrease of 0.1% [2][3] - The rise in CPI was primarily driven by a shift in food prices from decline to increase, with fresh vegetable prices rising by 14.5% after nine consecutive months of decline [2][3] - Core CPI, excluding food and energy, rose by 1.2% year-on-year, maintaining above 1% for three consecutive months, indicating stable inflationary pressures [2][3] Group 2: Producer Price Index (PPI) Insights - The PPI increased by 0.1% month-on-month in November, marking the second consecutive month of growth, influenced by seasonal demand increases in certain industries [4] - Year-on-year, the PPI decreased by 2.2%, with the decline slightly widening compared to the previous month, primarily due to high comparison bases from the previous year [4] - The increase in PPI was supported by rising prices in coal and gas sectors, while international oil price fluctuations led to a decrease in domestic oil and gas extraction prices [4] Group 3: Market Trends and Future Outlook - The ongoing "anti-involution" measures are showing results, with price declines in key industries narrowing, indicating improved market competition [5] - Emerging industries are rapidly developing, contributing to price increases in related sectors, such as a 13.9% rise in external storage devices and components [6] - Future inflation is expected to remain low, with a gradual recovery in prices anticipated due to stable domestic demand and effective competition governance [7][8]
多地推动冬季文旅消费提质扩容
Jing Ji Wang· 2025-12-11 06:56
Core Insights - The winter cultural and tourism market is experiencing growth despite cold weather, driven by the integration of cultural tourism and consumption upgrades, enhancing consumer experiences and stimulating economic vitality [1] Group 1: Market Trends - Various regions are leveraging cultural tourism integration to enhance consumer experiences, leading to a significant increase in winter tourism activities [1] - Ski resorts in Liaoning have opened for the new season, offering diverse experiences that combine local customs and culinary culture, encouraging longer stays from visitors [2] - The tourism market in Chongli, Hebei, has seen explosive growth due to international skiing events, with daily visitor peaks reaching 8,000, three times the number on the opening day [2] Group 2: Diverse Consumption Scenarios - The winter tourism market is diversifying beyond just ice and snow sports, with new scenarios and business models emerging to cater to various tourist needs [3] - Sichuan Province is launching a winter tourism season with over 5,000 planned activities and a focus on creating a unique winter tourism product system [3] - Tianjin is promoting over 300 winter cultural tourism activities, integrating travel and cultural experiences to stimulate market consumption [4] Group 3: Deep Integration of Culture and Tourism - Qingdao is enhancing cultural tourism integration by offering exclusive discounts for travelers arriving by train or plane, promoting a warm and affordable winter experience [5] - In Kaifeng, cultural heritage is being leveraged to create immersive experiences, allowing visitors to engage dynamically with historical narratives [6] - The "Internet celebrity Xinjiang Four Seasons Tour" is showcasing the rich cultural heritage of Kashgar, attracting attention from both domestic and international audiences [6]
推动人才供需适配(专题深思)
Jing Ji Wang· 2025-12-11 06:56
Group 1 - Education is a foundational project for cultivating talent, with its importance increasing as society progresses, emphasizing the need for education to adapt to the changing demand for talent [1][2] - The current trends of technological revolution, demographic changes, and economic digital transformation are creating a mismatch between the skills provided by education and the needs of the labor market, particularly in technology and digital fields [1][2] - There is a call for education to enhance its strategic and forward-looking nature, aligning talent cultivation with future development needs and optimizing resource allocation based on demographic changes [3][4] Group 2 - The implementation of the "Education Strong Nation Construction Plan Outline (2024-2035)" aims to improve the mechanism for aligning talent cultivation with economic and social development needs, providing strong support for national rejuvenation [4] - Emphasis on deepening the integration of industry and education, fostering collaboration between schools and enterprises to create a comprehensive mechanism for talent cultivation, scientific research, and technology transfer [5] - The establishment of a national talent supply and demand data platform is proposed to enhance analysis and effective matching of talent needs across various industries, improving the responsiveness of education to labor market demands [5][6]
遭多款主流APP“围剿” 豆包AI手机引发“入口争夺战”
Jing Ji Wang· 2025-12-11 02:38
Core Insights - The AI phone, Nubia M153, originally priced at 3499 yuan, has seen its price in the second-hand market soar to 36,000 yuan, but has faced restrictions from major apps like WeChat and Alipay, igniting a new "mobile entry competition" in the AI era [1][4] - The phone's unique integration of the Doubao AI assistant into its operating system has changed user interaction with apps, allowing for automated tasks, which initially drove high demand and prices in the second-hand market [2][3] Market Dynamics - The Doubao AI phone has transitioned to the second-hand market after its initial limited release, with reports of high premiums, although prices have recently dropped due to restrictions from major applications [2][3] - The highest recorded price for the Doubao AI phone reached 36,000 yuan, but many listings have since fallen to around 3999 yuan, indicating a significant price correction [3] Competitive Landscape - Major applications like Taobao, Meituan, and Alipay have restricted the use of the Doubao AI phone, affecting its functionality and contributing to the decline in its market price [4][5] - The restrictions are framed as privacy and security concerns, but they also reflect deeper issues regarding control over user engagement and data sovereignty [5][6] Industry Trends - The trend towards AI integration in smartphones is expected to grow, with projections indicating that by 2026, AI phones could account for over 50% of the Chinese smartphone market [7] - Despite the potential for AI technology to revitalize the smartphone industry, challenges remain in terms of technical capabilities, ecosystem integration, and regulatory compliance [7][8] Future Outlook - While short-term challenges exist for AI phones, the long-term demand for efficient intelligent interactions suggests that these devices will eventually overcome current obstacles [8][9]
凯德投资探路轻资产拓展模式 在中国市场新发布两款新品牌
Jing Ji Wang· 2025-12-10 10:02
Core Insights - CapitaLand Investment has launched two new commercial real estate brands, "Raffles·Jie" and "CapitaLand One Center," in response to the evolving consumer market in China [1] - The new brands aim to cater to different consumer segments, with "Raffles·Jie" targeting high-income consumers seeking quality living and "CapitaLand One Center" focusing on middle-income families and white-collar workers within a 3-5 km radius [1] - The company is shifting towards asset revitalization and value release as the commercial real estate sector enters a maturity phase, indicating a new demand explosion point [1] Company Strategy - CapitaLand Investment is expanding its management output projects, with seven projects in cities like Changsha, Wuhan, Ningbo, and Wuxi, expected to launch by 2026 [2] - The company has a retail lease portfolio of 10,200 contracts covering over 4,600 brands, continuously expanding its brand pool and introducing first stores in various cities [2] - CapitaLand is facilitating the international expansion of nearly 60 Chinese brands, including Pop Mart and Miniso, by connecting tenants and retail partners through an integrated service platform [2]
恒力集团车用材料高端升级 再获多张汽车行业“通行证”
Jing Ji Wang· 2025-12-10 08:09
Core Insights - Hengli Group's subsidiaries, Jiangsu Hengli Chemical Fiber Co., Ltd. and Jiangsu Kanghui New Materials Technology Co., Ltd., have obtained IATF 16949:2016 certification, allowing their automotive fiber and new material products to enter the global automotive supply chain [1] Group 1: Automotive Fiber Products - Hengli Chemical Fiber is advancing the high-end upgrade of fiber products, focusing on multifunctional civilian silk and high-performance industrial silk, creating a product matrix covering automotive safety, interior, and components [2] - The company produces high-strength low-shrink industrial silk for automotive airbags, which combines strength and elongation, earning trust and orders from domestic and international clients [2] - Strict quality control measures are implemented throughout the production process, ensuring consistent physical property indicators such as strength, elongation, and dry heat shrinkage [2] Group 2: Certification and Product Performance - Automotive fiber products, including high-strength wear-resistant industrial silk for seat belts and high-modulus low-shrink industrial silk for tire fabrics, have passed the automotive quality management system certification, indicating their performance meets international standards [3] - The newly developed black silk for automotive interiors maintains stable and uniform color under various light sources, addressing previous issues of color inconsistency in domestic products [3] Group 3: New Materials and Applications - Kanghui New Materials produces high-quality polyester films, lithium battery separators, and engineering plastics, with products certified under international automotive quality management systems, primarily for use in new energy vehicle power systems [5] - Various products, including high-transmittance low-fog window films and multiple types of modified plastics, demonstrate the capability to serve the automotive industry [5] Group 4: Company Development and Future Plans - Over its 31-year history, Hengli Group has driven innovation, optimized product structure, and established industry benchmarks in technology research and green manufacturing, leading industry transformation and sustainable development [7] - The company plans to continue increasing research and development efforts and enhancing quality control to ensure safety in driving and showcase the strength of Chinese manufacturing [7]
收评:三大指数涨跌不一 房地产板块午后大涨
Jing Ji Wang· 2025-12-10 07:37
Core Viewpoint - The Chinese stock market showed mixed performance with the Shanghai Composite Index declining slightly while the Shenzhen Component and ChiNext Index experienced gains, indicating varied investor sentiment across different sectors [1] Market Performance - The Shanghai Composite Index closed at 3900.50 points, down by 0.23%, with a trading volume of 730.36 billion yuan - The Shenzhen Component closed at 13316.42 points, up by 0.29%, with a trading volume of 1048.15 billion yuan - The ChiNext Index closed at 3209.00 points, down by 0.02%, with a trading volume of 489.06 billion yuan [1] Sector Highlights - The Hainan sector showed strong performance throughout the day, with Shen Nong Agricultural Industry hitting a 20% limit up, and other stocks like Luo Niu Mountain also reaching the limit up - The real estate sector surged in the afternoon, with companies like Shihua and Vanke A hitting the limit up - The education sector saw notable activity in the afternoon, with Zhong Gong Education hitting the limit up - Other sectors that performed well included duty-free shops, precious metals, retail, film and television, engineering machinery, and diversified finance - Conversely, sectors that faced declines included trade, banking, consumer electronics, and cultivated diamonds [1]