人民财讯1月16日电，企查查APP显示，近日，福耀饰件(安徽)智能科技有限公司成立，注册资本3亿 元，经营范围包含：汽车零部件及配件制造；汽车零部件研发；汽车零配件零售；汽车零配件批发；智 能车载设备制造等。企查查股权穿透显示，该公司由福耀玻璃（600660）全资持股。 ...

Group 1 - The forum focused on "Investing in Shenzhen, Going Global to Europe," discussing strategic emerging industries such as new energy, fintech, life health, cultural tourism, and digital economy [1][18] - The trade volume between China and Europe reached $749.34 billion from January to November 2025, marking a 4.6% year-on-year increase, indicating a deep symbiotic relationship with nearly $1.5 million in trade every minute [3][20] - Shenzhen is becoming a key hub for China-Europe cooperation, with the Shenzhen-Europe freight train service increasing by 49.6% year-on-year, reflecting the tight connection between "Shenzhen manufacturing" and the European market [3][20] Group 2 - The cooperation between China and Europe has evolved beyond simple transactions to a new stage of technological exchange and industrial chain collaboration, creating significant economic increments [5][22] - The former Chairman of the European Council emphasized the deep economic interests between the EU and China in AI, new energy, and sustainable technologies, advocating for a regular dialogue mechanism to break down barriers [5][23] - Shenzhen's import and export value with the EU reached 589.35 billion yuan, a 4.7% increase, with exports of lithium batteries, electric vehicles, and photovoltaic products surging by 31.2% [5][22] Group 3 - The South District of Shenzhen has established a systematic support platform for enterprises going global, gathering over 324 core service providers to assist 227 companies in their international ventures [7][25] - The founder of Fuyao Glass called on entrepreneurs to take proactive responsibility and emphasized the importance of integrating into local cultures and communities when expanding internationally [10][27] - The forum highlighted the potential for cooperation in new energy, fintech, and cultural tourism, with a focus on the complementary strengths of China and Europe [11][28] Group 4 - Compliance capabilities are deemed essential for entering the European market, with complex legal frameworks such as GDPR and CBAM posing higher requirements for Chinese enterprises [14][33] - Experts noted that compliance is not merely a cost but a passport to the future, urging companies to establish compliance systems early [14][33] - The potential for collaboration in green standards and carbon footprint accounting was highlighted, emphasizing the importance of sustainability in international business [14][33] Group 5 - The forum concluded with a focus on deepening connections in industry, technology, regulations, and talent between Shenzhen and Europe, marking a shift from mere trade to an integrated innovation system [17][34] - The event served as a guiding compass for Chinese and European enterprises, injecting wisdom and momentum into the global economic recovery [17][34]

新浪财经ESG评级中心提供包括资讯、报告、培训、咨询等在内的14项ESG服务，助力上市 公司传播ESG理念，提升ESG可持续发展表现。点击查看【 ESG评级中心服务手册】 2025年，中国众多优质企业纷纷以实际行动践行环境、社会及公司治理层面的责任与使命，持续深耕可 持续发展领域；与此同时，国内金融机构亦在ESG责任投资领域稳步前行，将ESG投资理念全面融入融 资授信、资产管理等全业务流程，以金融力量赋能可持续发展。 本着"公平、公正、公开"原则，依托权威ESG评级数据库，新浪财经于2025年11月启动了2025中国企业 ESG"金责奖"评选，旨在嘉奖那些对中国ESG事业做出卓越贡献的企业和机构。"金责"二字，取意"责任 像金子一样宝贵与厚重"，不仅意在表达业界对负责任企业的认可，更旨在为我国更多企业增添ESG发 展的动力。 自本次评选11月开启报名，共吸引了超5000家企业参评，历经三个多月的激烈角逐，结合ESG综合绩 效、专业评审打分及网络投票结果，2025中国企业ESG"金责奖"评选获奖名单现正式出炉。 经综合评定，遴选出十个奖项类别下的优秀企业。被评为2025中国企业ESG"金责奖"最佳公司治理G责 ...

专题：新浪财经2025年会暨第18届金麒麟论坛 "新浪财经2025年会暨第18届金麒麟论坛"于2026年1月15日在北京举办，本次会议的主题是"十五五开 局，经济新启航——重塑增长范式，共创未来繁荣"。中央财经大学中国企业研究中心研究员刘姝威出 席并演讲。 刘姝威谈到，作为大学教师，现在最关心的就是大学生就业的问题。首先要从源头来解决个问题，怎么 来保证大学毕业生100%有工作。 她介绍到，自己是河仁基金会的理事，福耀玻璃工业集团股份有限公司创始人曹德旺把其捐献的资产放 到河仁基金会，由河仁基金会拨到福耀科技大学。福耀科技大学第一期招了50名学生，除了基础课的学 习之外，这50名学生还进入一些大厂的科研项目。 刘姝威表示，由于王树国校长和曹德旺先生的影响力，福耀科技大学一开学，各大厂就来找合作，所以 现在大学的合作项目非常多，现在50个人已经全部被大厂预定。 "现在大学学的知识有很多是过时的，因为知识更新太快了，所以现在应试教育考上大学的，再用差应 试教育的方法培养大学生，毕业之后他适应社会的能力、动手能力很差。"她提到，但是福耀科技大学 的学生不一样，一进来，学生在研究的过程中就知道他要学什么，而且非常非常 ...

Investment Rating - The investment rating for the automotive industry is "Positive" and maintained [9] Core Insights - The wholesale sales of passenger vehicles in Q4 2025 are expected to be approximately 8.76 million units, a year-on-year decrease of 1% but a quarter-on-quarter increase of 14%. The profitability in Q4 may show differentiation compared to the same period last year, with expectations for a quarter-on-quarter improvement [2][5] - The revenue from automotive parts is anticipated to grow steadily quarter-on-quarter, but profitability may face pressure due to factors such as raw material costs and exchange rates [2][5] - The wholesale sales of heavy trucks are projected to be 314,000 units in Q4 2025, representing a year-on-year increase of 43.6% and a quarter-on-quarter increase of 11.5% [2][5] - The overall sales of buses are expected to see a significant quarter-on-quarter increase during the peak season, with sales of large and medium buses reaching 44,000 units, a year-on-year increase of 8.8% and a quarter-on-quarter increase of 42.2% [2][5] - The total sales of motorcycles are estimated to be around 4.73 million units in Q4 2025, reflecting a year-on-year increase of 11.0% but a quarter-on-quarter decrease of 6.2% [2][6] Summary by Sections Passenger Vehicles - Q4 2025 wholesale sales are expected to be about 8.76 million units, down 1% year-on-year but up 14% quarter-on-quarter. New energy vehicle sales are projected at 4.84 million units, up 13% year-on-year and 21% quarter-on-quarter [5] Automotive Parts - Revenue is expected to grow steadily quarter-on-quarter, but profitability may be pressured by raw material and exchange rate factors [5] Heavy Trucks - Q4 2025 wholesale sales are projected at 314,000 units, with a year-on-year increase of 43.6% and a quarter-on-quarter increase of 11.5% [5] Buses - Large and medium bus sales are expected to reach 44,000 units in Q4 2025, with a year-on-year increase of 8.8% and a quarter-on-quarter increase of 42.2% [5] Motorcycles - Total motorcycle sales are estimated at 4.73 million units in Q4 2025, reflecting an 11.0% year-on-year increase but a 6.2% quarter-on-quarter decrease [6]

真正的国际化，要深度融入当地社会 演讲中，曹德旺直言当前全球正经历深刻经济调整，直面挑战、主动破局是企业生存发展的正道。他引用古语"贤者 预变而变，智者遇变而变，愚者遇变不变"，强调企业家需清醒认知市场环境的变化。曹德旺表示：企业家要摒弃"等 风来"的幻想，以坚守实业、主动担当的姿态破局发展。 结合福耀集团的国际化实践，曹德旺分享了企业"走出去"的成功经验。从福建福清的乡镇小厂起步，福耀坚守汽车玻 璃主业四十余年，如今已在全球13个国家建立生产基地和研发中心，全球每3辆汽车中就有1辆搭载福耀玻璃。 曹德旺认为，真正的国际化并非简单的海外设厂或资本扩张，而是深度融入当地社会，"走到哪里，就要为哪里创造 价值"。福耀的国际化之路，正是依托对当地文化的尊重、管理的本土化运营以及对社区价值的持续创造，用真诚与 责任赢得了全球市场的认可。 深圳商报·读创客户端首席记者 刘琼 "产业国际合作，从来不止于商业利益的交换，更在于文明的互鉴、人才的共育、未来的共筑。"1月11日，第九届深商 盛典暨中国企业家俱乐部20年系列活动在深圳举行，在"中欧经济合作论坛：投资深圳 出海欧洲"专场活动中，福耀玻 璃创始人、终身荣誉董事长曹德 ...

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% in the next six months [53]. Core Insights - The automotive parts sector saw a weekly increase of 3.37%, ranking second among the SW automotive sector, with a year-to-date increase of 47.4% since the beginning of 2025 [2][19]. - The robotics sector experienced a weekly rise of 3.74%, with a year-to-date increase of 68.14% since the beginning of 2025, outperforming the automotive parts sector by 0.37% [2][27]. - Key developments include the announcement of a 7.8 billion yuan contract for Xusheng Group with a North American new energy manufacturer, expected to start production by the end of 2026 [2][42]. - Notable stock performances this week include Xusheng Group (+18.05%), Xinquan Co. (+16.17%), and Hengshuai Co. (+13.24%) [2][42]. Summary by Sections Automotive Parts Sector Weekly Review - The automotive parts sector ranked second in the SW automotive index this week, with a performance of +3.37% [19]. - The sector's PE (TTM) is at 1.3 times that of the entire A-share market, and its PB (LF) is at 1.5 times, indicating a strong valuation relative to the market [25]. - The sector's PE has increased by 8.75 times and PB by 0.74 times since the beginning of 2025 [25]. Robotics Sector Weekly Review - The robotics index increased by 3.74% this week, with a year-to-date performance of +68.14% since the beginning of 2025 [27]. - The latest PE (TTM) for the robotics sector is at 1.39 times that of the entire A-share market, with a PB (LF) at 1.90 times [37]. - The sector's PE has risen by 5.53 times and PB by 0.64 times since the beginning of 2025 [37]. Key Stock Tracking - Core stocks in the automotive parts sector include Fuyao Glass, Top Group, and Junsheng Electronics, with recommendations based on EPS and PE dimensions [48]. - The report highlights the importance of focusing on structural opportunities in the automotive parts sector and certainty in the robotics sector, particularly with upcoming product launches and market applications [2][48].

据悉，曹德旺在教育、医疗、救灾等领域捐赠超过160亿元后，又捐资100亿元创办福耀科技大学，学校 聚焦理工核心学科，以交叉融合为路径、产业应用为导向，与头部企业共建联合实验室，旨在打通高校 与产业之间的"最后一公里"，专门培养会解决实际问题的应用型人才。 "企业的终极社会责任，是为行业培养人才，为国家储备未来。"曹德旺说。 在演讲尾声，曹德旺用"以透明促互信，以制造夯基础，以科技创未来，以教育蓄长远"四句话凝炼核心 主张。他说："产业国际合作，从来不止于商业利益的交换，更在于文明的互鉴、人才的共育、未来的 共筑。" 曹德旺坚信，只要秉持诚信、坚守初心、携手同行，就一定能跨越分歧、破解挑战，让国际产业合作绽 放更耀眼的光芒，为全球经济高质量发展注入源源不断的动力。(完) （文章来源：中国新闻网） 曹德旺直言，当前全球正经历深刻经济调整，直面挑战、主动破局是企业生存发展的正道。他引用古 语"贤者预变而变，智者遇变而变，愚者遇变不变"，强调企业家需清醒认知市场环境的变化。曹德旺寄 语在场深商企业家，企业兴衰与国家命运紧密相连，既要珍惜时代赋予的发展机遇，更要主动扛起国家 与社会发展的责任，摒弃等待依赖的心态，凭借自 ...

Core Viewpoint - Dongfang Cable plans to invest 73.299 million yuan to purchase 32 residential units from its controlling shareholder's affiliate, Dongfang Real Estate, to meet employee housing needs, despite concerns over the financial health of the seller and the transaction's structure [1][4]. Financial Health of Dongfang Real Estate - Dongfang Real Estate has total assets of 730 million yuan but a negative net asset of -92.5131 million yuan, indicating insolvency [1][2]. - The company reported a net profit of -10.3174 million yuan and a negative cash flow from operating activities of -267 million yuan for the first 11 months of 2025, highlighting significant financial distress [1][2]. Property and Debt Status - The property involved in the transaction is currently mortgaged, with a loan of approximately 420 million yuan due to Agricultural Bank of China, which poses a risk to the sale and transfer of the property [2]. - Dongfang Group, the parent company, has committed to covering the debts of Dongfang Real Estate, and the bank has agreed to extend the loan repayment deadline to September 2028 [2]. Project Development and Payment Structure - The "Yunxie Puting" project is reportedly on schedule, with all buildings topped out and interior rough decoration completed, aiming for final inspection by February 28, 2027 [2][3]. - The payment structure for the property has been adjusted to a phased approach: 50% upfront, 35% after completion, and 15% upon obtaining the property rights certificate, which Dongfang Cable asserts does not alleviate the financial pressure on the seller [5]. Pricing and Necessity of Purchase - The purchase price of approximately 17,500 yuan per square meter is deemed reasonable compared to nearby properties, which have higher average prices [4]. - Dongfang Cable justifies the purchase by stating that the current rental arrangements for its 1,788 employees are insufficient and costly, with rental expenses nearing 1 million yuan in the first 11 months of 2025 [4][5].

Core Viewpoint - Dongfang Cable plans to invest 73.299 million yuan to purchase 32 residential units from its controlling shareholder's affiliate, Ningbo Dongfang Nanyuan Real Estate, to address employee housing needs, despite concerns over the financial health of the seller and the transaction's structure [1][4]. Financial Health of the Seller - Ningbo Dongfang Nanyuan Real Estate has total assets of 730 million yuan but a negative net asset of 92.5131 million yuan, indicating insolvency [1][2]. - The company reported a net loss of 10.3174 million yuan and a negative cash flow from operating activities of 266.7 million yuan for the first 11 months of 2025 [1][2]. Property Status and Financing - The property involved in the transaction is currently mortgaged, with a loan of approximately 420 million yuan due by September 2026 [2]. - Dongfang Cable's parent company has committed to cover the debts of the real estate company, and the bank has agreed to extend the loan term to September 2028 [2]. Project Development and Delivery - The "Yunxie Puting" project is expected to complete interior decoration by October 30, 2026, and pass project acceptance by February 28, 2027 [2][3]. - Dongfang Cable asserts that the real estate company can deliver the property on time, mitigating concerns about project delays [3]. Pricing and Payment Structure - The purchase price of approximately 1.75 million yuan per square meter is deemed reasonable compared to nearby properties, which have higher average prices [4][5]. - The payment structure has been adjusted to a staggered plan: 50% upfront, 35% after construction acceptance, and 15% upon obtaining property rights [5].