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广东的“县域短板”,博罗之后如何再造“千亿县”?
经济观察报· 2026-02-03 12:15
"千亿县"不仅是一个经济指标,更代表着县域经济中的头部力量。中国县域经济研究中心主任张 正河对经济观察报表示,当前各省份普遍将县域发展作为重要工作方向,一个达到千亿规模的县, 对所在省份的经济格局具有重要影响,能在区域发展中起到带动作用。 在继续推动大城市发展的同时,县域这块经济拼图,正被摆到 更重要的位置上来。 作者:刘亚宁 封图:博罗县政府 近日,据惠州发布消息,2025年广东省惠州市博罗县GDP突破千亿元,成为广东省首个"千亿 县"。由此,广东结束了"经济第一大省"连续多年缺席"千亿县俱乐部"的局面。 在中国的经济版图中,"千亿县"是一个特别的存在。2007年江苏省江阴市、昆山市、张家港市率 先成为"千亿县",这些年来,千亿县不断加入新成员,2024年,"千亿县"数量已增至62个。其 中,江苏的昆山市、江阴市2024年GDP均超过5000亿元,这样的经济体量早已成为一方经济的 引擎,规模甚至超过了不少地级市。 作为连续37年经济总量位居全国第一的省份,广东却一直缺席这个名单。它的经济增长点,更多 地集中在了深圳、广州、佛山、东莞这些城市和星罗棋布的区、镇身上。有强市、有强区、有强 镇,但缺强县,这是广东 ...
多个经济大省下调2026年GDP增速目标,着重提质
经济观察报· 2026-02-03 12:15
下调2026年GDP增速目标的6个经济大省(广东、浙江、河 南、湖北、福建、湖南),都不约而同地提及"在实际工作中 全力争取更好结果"。与增速目标下调相对应的是,前几年经 济大省未完成GDP增速目标的现象屡有出现。2023—2025 年,未能实现增速目标的经济大省分别为6个、4个、3个。 作者:田进 封图:图虫创意 近期,各省(区、直辖市,下称"省份")陆续公布2026年经济社会发展目标和重点任务。据经济 观察报梳理,相比于2025年GDP增速目标,经济大省(通常指GDP总量排行前十的省份)大面积 下调了2026年GDP增速目标。 如表一,截至2月3日,10个经济大省均已公布2026年增速目标,其中6个经济大省直接下调增速 目标数值;剩余4个经济大省中,山东、上海的增长目标与2025年持平,江苏由"5%以上"调整 为"5%",四川由"5.5%以上"调整为"5.5%左右"。而2025年,只有3个经济大省下调了GDP增 速目标。 值得注意的是,下调2026年GDP增速目标的6个经济大省(广东、浙江、河南、湖北、福建、湖 南),都不约而同地提及"在实际工作中全力争取更好结果"。 与增速目标下调相对应的是,前几年经济 ...
现场直击菜百黄金热:“我就要10克,有没有!”“排俩小时,卖不卖?”
经济观察报· 2026-02-03 10:54
菜百是2026年早春北京炙热的财富场之一,也是老北京以黄 金盛名的老牌商场之一。过去一周,金价在创下历史新高后经 历剧烈震荡。波动意味着风险,也意味着机会,这种机会感, 吸引人们来此"淘金"。 作者:王雅洁 封图:本报资料室 "你们菜百什么意思?我早上8点不到就来排队,一开门告诉我没货了?我要一个10克的,就一 个!你们卖黄金的没货?" 2月3日上午9点15分,北京菜市口百货商场(下称"菜百总店")四楼"投资金条"柜台前,刘大爷 的嗓门几乎盖过整个楼层的嘈杂。他面前,一名工作人员反复说着"抱歉""理解"。 刘大爷音调越来越高,站在排队长龙里大声质问,引来一片围观。 就在十几米开外,一块巨大的电子屏上,红色的黄金实时基础金价数字正在1078元/克上下跳 动。 这里是2026年早春北京炙热的财富场之一,也是老北京以黄金盛名的老牌商场之一。 过去一周,金价在创下历史新高后经历剧烈震荡。波动意味着风险,也意味着机会,这种机会感, 吸引人们来此"淘金"。 菜百总部四楼"投资金条"购买处的排队长龙 王雅洁/摄 "我不是来炒价格的。"刘大爷对经济观察报解释:"金价涨了就买点小克重,既有黄金的保值意 思,东西也精致,能随时拿 ...
曹操出行:驶向万亿商旅蓝海
经济观察报· 2026-02-03 10:37
Core Viewpoint - The company aims to deepen enterprise customer value through "mobility + business travel," consolidating its base and enhancing profitability quality while using Robotaxi as a pioneer to drive a complete ecosystem of customized vehicles and battery swap networks, simultaneously expanding globally to open new growth avenues [1][20]. Summary by Sections Business Travel Strategy - On February 3, the company officially launched its global business travel service strategy at the 2026 annual partner conference, entering a trillion-yuan enterprise business travel market [2]. - Business travel is seen as a natural extension of the mobility ecosystem, with previous fundraising of HKD 383 million directed towards Robotaxi and enterprise services, laying the groundwork for this strategic release [2]. - The company has shown strong strategic determination since its listing on the Hong Kong Stock Exchange in June 2025, with a focus on technology-driven mobility platforms and extending into upstream and downstream of the industry chain and overseas markets [2]. Integration of Services - The acquisition of 100% stakes in Yao Travel and Geely Business Travel is viewed as a strategic move to enhance enterprise services, creating a one-stop technology mobility platform covering daily commuting, business reception, and travel management [6]. - The integration allows for a seamless service experience for corporate clients, addressing pain points in the fragmented service chain of business travel [6][7]. Market Potential - The global business travel spending is projected to reach USD 1.57 trillion by 2025, with China expected to contribute USD 373.1 billion, driven by the need for cost reduction and digitalization in travel management [7]. - The company’s strategy is to leverage standardized transportation services as a foundation, integrating capital and ecosystem capabilities to penetrate the highly fragmented trillion-yuan business travel market [8]. Robotaxi and Ecosystem Synergy - The business travel scenario aligns with the company's core strategy of Robotaxi, as corporate travel often involves fixed routes, providing ideal conditions for initial commercialization [11]. - The company has signed a memorandum of cooperation with the Abu Dhabi Investment Office to promote pilot deployments of autonomous driving and green travel technologies [11]. Cost Efficiency and Driver Support - The total cost of ownership (TCO) for the company's customized vehicles is significantly lower than typical electric vehicles, enhancing driver income and operational efficiency [13]. - The average hourly income for drivers increased from CNY 30.9 in 2022 to CNY 35.7 in 2024, surpassing the industry average [13]. Service Quality and Reputation - The company has been recognized as the "best service reputation" platform in the shared mobility sector, with drivers achieving national labor model honors, highlighting its commitment to service quality [15]. Strategic Vision and Goals - The company aims to establish five global operational centers and expand Robotaxi services to 100 cities, targeting a total transaction value (GTV) of CNY 100 billion by the end of 2025 [20].
福耀科技大学校长王树国:社会与大学已形成“知识逆转”,企业对技术的关心和熟知程度远超想象
经济观察报· 2026-02-03 07:45
Core Viewpoint - The president of Fuyao Technology University, Wang Shuguo, emphasizes the need for universities to reform and engage actively with society and enterprises, as the most advanced technologies are now found in companies rather than academic laboratories [2]. Group 1: Knowledge and Innovation - Wang Shuguo highlights a "knowledge reversal" where enterprises possess a deeper understanding of technology than universities, indicating that the monopoly on knowledge no longer exists [2][4]. - He argues that true innovation should be defined by the value it creates for society, rather than merely being associated with inventions, patents, or academic publications [5]. - The existing knowledge system is outdated, stemming from the previous industrial revolutions, and universities must adapt to the rapid pace of knowledge updates in the current era [5]. Group 2: University Reform and Development - Wang advocates for universities to break free from traditional disciplinary confines and engage in dialogue with society and enterprises, which is essential for reform in the context of the Fourth Industrial Revolution [5]. - Fuyao Technology University is evolving into a new type of research university, with its colleges focusing on areas such as artificial intelligence, future technologies, and digital economy [5]. - The establishment of joint laboratories, such as the one with Yushutech in robotics, reflects the university's commitment to precise positioning in research and development [6]. Group 3: Youth and Technological Advancement - Wang acknowledges the capabilities of younger generations in technology, stating that many young professionals are excelling in cutting-edge fields, often surpassing the expertise of seasoned professionals [8]. - He notes that the perception of talent in universities needs to change, as many successful entrepreneurs may not fit traditional academic criteria but are nonetheless leading advancements in technology [9]. - The current era is characterized as one for the youth, with a call for society and universities to provide more opportunities and a fresh perspective on evaluating young talent [9].
黄金巨震下的积存金:有人连续补仓12次,银行纷纷出手防风险
经济观察报· 2026-02-03 03:51
"补仓!补仓!还是补仓!"近日,京东金融平台博主"黄金蛋炒饭"的"金友圈"被这几个字刷屏。 屏幕上刺目的绿色数字(亏损)成了这一轮黄金暴跌中,高位 入场个人投资者的写照。随着黄金市场震荡风险增加,有的银 行发布风险提示,有的银行早已悄然提高黄金积存金的准入门 槛。 作者:刘颖 封图:图虫创意 2026年2月2日下午,伦敦现货黄金价格跌破4500美元/盎司,国内积存金价格同步下探,他在京 东金融平台上果断以1016.27元/克买入近200克黄金积存金。这已是自今年1月29日金价创新高 以来,他的第12次补仓。 1月29日早盘,伦敦现货黄金价格冲破5500美元/盎司历史峰值,国内黄金积存金市场瞬间沸腾, 投资者入市热情高涨。然而,狂欢仅持续不到24小时。当日深夜,伦敦现货黄金价格半小时内暴 跌逾7%,突如其来的跳水让市场猝不及防。 但在京东金融"金友圈"里,不少投资者并未恐慌,反而将此次下跌视作难得的"上车机会",博 主"黄金蛋炒饭"便是其中之一。1月29日23时,他果断出手,分别以1225.27元/克、1195.06 元/克、1160元/克的价格购入黄金积存金共计超250克,开启了本轮黄金震荡行情中的补仓之 路 ...
阿里多业务春节前赶工,要到千问App上“包饺子”
经济观察报· 2026-02-02 13:20
各业务要融入千问,除了技术上须解决秒付等交易支付通路, 更深层的问题是阿里内部能否统一业务规则。尤其是如果千问 App负责交互层与流量入口,其他生态业务变成提供数据与供 应链支持的一方,那集团内部将如何考核各业务的交易流水、 用户增长以及活跃度等。 作者:钱玉娟 封图:图虫创意 2月2日,阿里巴巴旗下AI应用千问App宣布投入30亿元,启动"春节请客计划",将联合淘宝、飞 猪、大麦、盒马、闪购、高德等阿里生态业务,服务并拓展用户。 从2月6日开始,用户在千问App发起需求,例如"AI购物""AI买电影票""AI订酒店"等,有机会抽 取大额现金红包,幸运者还能直接免单。 当日,经济观察报记者实测千问App,借助AI可以直接点咖啡、奶茶等外卖。不过如果用户想让AI 在淘宝买纸巾、高德上打车、飞猪上订酒店等,千问会以信息卡片的形式提供商品搜索、出行建 议、比价等服务,引导用户跳转至淘宝、高德、飞猪等完成结算。 一位接近千问App人士透露,千问内部正在对AI买电影票等功能进行灰度测试。届时用户在千问 App主对话页面,通过自然语言发出"想看电影"的指令后,AI助手就会自动调取大麦网数据,展示 附近影院排片、座位图及价 ...
矿产央企罕见大整合
经济观察报· 2026-02-02 11:47
Core Viewpoint - The recent actions of three central enterprises in China, focusing on iron ore, copper, zinc, and rare earths, represent a significant and rare strategic move in the mineral sector, driven by national policy and aimed at enhancing resource control and pricing power [2][4][20]. Group 1: Recent Acquisitions and Restructuring - China Nonferrous Metal Mining Group acquired 55% of Kazakhstan's SMMinerals for $89 million, securing 158,000 tons of copper resources [2][8]. - China Nonferrous Metal Group's subsidiary purchased Peru's Raura zinc mine for $106.85 million, gaining 106,850 tons of zinc [2][8]. - Minmetals Development announced a restructuring plan to acquire 100% of Minmetals Mining and Luzhong Mining, controlling over 4 billion tons of iron ore resources, transforming into "China's first iron ore stock" [2][6]. Group 2: Strategic Importance and Policy Support - The restructuring actions are not isolated but are part of a systematic reorganization under national strategic guidance, addressing long-standing issues of resource fragmentation and efficiency [4][14]. - The State-owned Assets Supervision and Administration Commission emphasized optimizing the layout of state-owned capital, focusing on strategic security and key industries [4][14]. - The recent legal interpretations have simplified transaction processes and reduced risks associated with mineral rights transfers, facilitating smoother mergers and acquisitions [16][20]. Group 3: Market Conditions and Timing - The current market conditions, including low iron ore prices and improving steel industry profits, provide a favorable environment for asset injections, allowing for lower acquisition costs [17][19]. - The rare earth market is experiencing a supply shortage, with prices for praseodymium and neodymium oxides rising by 27.4% in 2025, creating an opportune moment for consolidation [18][19]. Group 4: Industry Impact and Future Outlook - The consolidation efforts aim to reshape pricing power in key mineral resources, addressing China's historical reliance on foreign pricing mechanisms [22][24]. - The integration of resources is expected to enhance domestic supply chain security and create a dual-circulation system for critical minerals [24][25]. - The restructuring is anticipated to lead to a fundamental shift in valuation logic for central enterprises, with potential for significant market capitalization recovery [25].
收购李尔座椅工厂、进军Robot,汽车饰件“老二”新泉股份冲击A+H股
经济观察报· 2026-02-02 11:47
港交所1月27日披露,江苏新泉汽车饰件股份有限公司(下称"新泉股份",603179.SH)向港交 所主板递交上市申请书。新泉股份成立于2001年,注册资本5.1亿元,总部位于江苏常州,实控 人、董事长唐志华持有33.62%股份。 2017年3月,新泉股份在上交所主板上市。若港股上市成功,新泉股份将形成"A+H股"双资本平 台架构。由于海外建厂、拓展座椅业务、布局机器人业务等消息不断,新泉股份近一年的股价上涨 近70%,至约85元每股。 根据招股书,新泉股份此次港股上市筹资资金主要将用于未来三年扩张汽车座椅生产线,在国内和 国外新建工厂,研究下一代技术及材料,投资高精度设备及智能软件系统以提高自动化及数字化生 产,发展机器人及自动化技术。 收购李尔座椅工厂 新泉股份主要为商用车及乘用车提供仪表板总成、顶置文件柜总成、门内护板总成等内饰件,以及 保险杠总成等外饰件。 根据弗若斯特沙利文的资料,按2024年中高端整车内饰件系统解决方案收入计算及按2024年全品 类整车内饰件系统解决方案收入计算,新泉股份以8.3%及7.8%的市场份额位居中国第二大汽车 饰件系统解决方案提供商。 招股书显示,新泉股份2024年营收为1 ...
伊朗,内患附体,危机当前
经济观察报· 2026-02-02 11:47
伊朗现政权有一文一武两个执政基础。文(经济)的方面,是 深度嵌入国民经济的教士集团;武的方面,是与国民经济也有 深度联系的伊斯兰革命卫队。事实上,教士集团与革命卫队高 层已经成为两个庞大的利益集团。 作者:王义伟 封图:东方IC 伊朗最高领袖哈梅内伊露面了。 1月26日一家欧洲电视台报道说哈梅内伊已转入德黑兰一处加固地堡,以躲避美国和以色列可能发 起的斩首行动。不到一周的时间,1月31日,哈梅内伊出席了在德黑兰举行的伊朗伊斯兰革命胜利 47周年纪念活动,并向民众发表讲话。 他的讲话透露了三个信息:第一,将前不久发生的全国性抗议和骚乱定性为美国和以色列在背后支 持的政变,并称政变已被平定;第二,将参与抗议的青年学生定性为"误入歧途者",称"看到这些 鲁莽、轻率的青年受害,令人心痛";第三,预言类似的情况还会发生。 哈梅内伊1939年4月19日出生,今年87岁了。1981年6月哈梅内伊在一个清真寺讲话时,被安放 在录音机内的定时炸弹炸伤右臂。与1981年相比,现在的哈梅内伊面对的局势更加凶险。他不但 要防备来自美国和以色列的外部威胁,更要应付日益复杂的国内局势。 综合西方媒体的报道,美、欧、以色列等国有关部门对于 ...