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越南楼市每年涨40%,中国出海人吃到意外红利|一线
吴晓波频道· 2026-01-09 00:30
"(对于)这两年暴涨,我也莫名其妙。"他对小巴形容说道。 据越南建设部的数据,今年三季度,河内全市场平均初级销售价格约合人民币2.1万元/平方米,较2024年同期上涨33%;越南国家通讯社《越通 社》披露,2024年,河内市的公寓房价同比增长约40%。 点击按钮▲立即收听 " 第一类是在越南有产业、工厂或公司的人,包括工厂、贸易、物流等行业的老板,他们在越南赚到钱后希望常住,或为高管购置房产用于居住或收租。 " 文 / 巴九灵(微信公众号:吴晓波频道) 2021年,黄飞鹏在越南首都河内花160万元人民币买了套130平方米、三室一厅的公寓,近日一瞧,总价飙到358万元,翻一倍多。 他是一个投资人,此前在越南有些业务,买房是因为"租金+房产增值合计有8%年化收入",比银行利率高,且方便了自己与同事出差。 图源: 驻越南 使馆经商处 与之呼应的是,在越南首都河内以及主要城市胡志明市,已经出现了抢购潮,不少楼盘的新盘开售现场十分火爆。 从近期一个广泛流传的视频可以看到:大堂挤满了摩肩接踵的购房客,过程中伴随着一阵阵尖叫、推搡,甚至有人大打出手。 图源:网络 中国出海人"意外"吃到红利 "第一类是在越南有产业、工厂或公 ...
公司冲刺开门红 工人攒劲“拼手速”
Xin Lang Cai Jing· 2026-01-07 22:24
转自:贵州日报 本报讯(记者 梁晓琳)1月6日,黔南州都匀市绿茵湖产业园内,贵州贰壹医疗科技有限公司的智慧工厂家用 纺织品6条生产线火力全开,冲刺开门红。厂长张先举说:"公司业务范围包括医用纺织品和家用纺织品,生 产计划排到了3月底,仅家纺这一块,1月底就有13万件货等着交。"源源不断的订单给"十五五"开了个好 头,"公司今年将冲击1亿元的目标产值!" 公司新目标明晰,员工也攒着劲冲业绩。2025年3月入职的员工陆运花手脚麻利,不一会儿便缝制好一个平整 的腰头,去年11月,她拿到了7000多元钱的工资,登上了公司当月工资荣誉榜,"第一名,我还想拿。" "原来是我切布的尺寸不标准,我马上试试。"新员工张玉叶按照申时琴所讲的技术要领操作,果然缝得平平 整整,"搞定!我要多练习'拼手速',争取冲上工资荣誉榜!" 申时琴笑着接过话茬,"大家加油,有技术问题随时找我,争取一起冲进荣誉榜,大家有没有信心?" "有!""冲冲冲!"工人们大声响应。 新年新气象,这样忙碌有序的生产场面,在都匀的40余家轻纺及配套企业里随处可见,大家都在冲击各自 的"荣誉榜"。2025年,都匀轻纺产业完成产值5亿元,同比增长100%。 启航"十 ...
很多人低估能源门槛,印尼电解铝产业难题浮现,最大困扰并非煤炭
Sou Hu Cai Jing· 2026-01-05 19:02
很多人总以为,工厂搬家就像搬家具一样简单,结果一搬就摔跟头了。 尤其是电解铝这种行业,门槛远比想象中高出一大截。 你会觉得,印尼有矿、有煤炭,阿联酋有天然气,电解铝产能转移不就是水到渠成吗? 实际情况远没那么简单。 先说电解铝这行有多"吃电"。 生产一吨铝,得耗掉约13500度电。 啥概念? 一个普通家庭一年用电大概2000到3000度,这相当于生产一吨铝耗电量能供一个家庭用五六年。 这还不是最关键的,电解铝生产线对电流的稳定性要求高得吓人。 电解槽一旦开工,就得24小时不停电,哪怕断电几小时,电解质就会凝固,设备直接报废,维修费轻轻松松上千万。 电力的稳定性和工业电网的容错能力,是任何资源都替代不了的"隐形门槛"。 再看印尼。 它是个群岛国家,电网破碎得让人绝望。 印尼政府2023年6月禁止铝土矿出口,逼企业得在那边建厂,表面上看政策雄心勃勃,但现实是,矿区集中在加里曼丹岛,电网落后。 这就是为什么中国电解铝产量稳定占全球60%左右——咱们的电网稳定,煤炭资源也充足。 欧美天天喊着供应链去风险,但数据摆在那,产量没怎么降。 企业要么自己建自备电厂,要么就得忍受随时停电的风险。 你自备电厂坏了,外面没有大电网 ...
“大新智造”闯东盟
Guang Xi Ri Bao· 2026-01-03 03:43
近日,崇左市大新县新材料智造产业园传来捷报:西西里电梯有限公司与越南头部房企MIK集团签 下15亿元电梯采购订单。这一订单不仅创下园区年度最大海外订单纪录,更标志着"大新智造"在东南亚 高端市场实现重要突破。 亮眼成绩的背后,是大新县与广东江门市江海区深度协同、抢抓人工智能产业发展机遇和产业梯度 转移机遇的生动实践。近年来,大新以新材料智造产业园为载体,成功吸引一批科技企业扎堆落户,传 统工业企业占比从2019年的83.56%降至2024年的61.49%;2023—2025年,智能装备、电子设备等新兴 产业产值连续三年实现超100%增长。昔日以传统农业为主的边境小城,正借力粤桂协作激活县域经 济,积极践行"北上广研发+广西集成+东盟应用"人工智能发展路径,从"边境小城"蝶变为面向东盟 的"智造蓄水池"与区域创新高地。 "先引凤后筑巢",创模式之新 聚链成群,兴产业之势 创新的协作模式、优质的营商环境,成为大新县新材料智造产业园最强的"引力场",一批粤港澳大 湾区优质企业循着产业链纷至沓来,在边境线上奏响"湾企入桂"产业振兴强音。 "园区开通的'深圳—大新'物流专线,时效压缩至10小时,成本降低50%,对我们供 ...
越南发展的天花板在哪里?
创业邦· 2026-01-01 10:18
Core Viewpoint - Vietnam is experiencing significant economic growth, with a projected GDP growth rate of 7.4% to 8% by 2025, making it a "star" in global economic development [5][6]. Economic Performance - Vietnam achieved a GDP growth rate of 7.52% in the first half of the year, the highest in 15 years, and aims for an annual target of 8% [6]. - Foreign Direct Investment (FDI) reached $117.2 billion in the first half of 2025, marking an 8.1% increase year-on-year, indicating strong investment interest [6][8]. - The total trade volume is expected to reach $900 billion by 2025, significantly exceeding the GDP of $470 billion in 2024 [6]. Geopolitical and Geographical Challenges - Vietnam's geographical position, while advantageous for trade, limits its market size and resource availability, creating a natural ceiling for economic growth [12][16]. - The country's long and narrow shape complicates infrastructure development, leading to high costs and inefficiencies in transportation [16][18]. - Vietnam faces competition from neighboring countries in manufacturing and agriculture, increasing its reliance on external markets and making it vulnerable to geopolitical shifts [18][21]. Historical Context and Opportunities - Unlike successful countries like South Korea and Japan, Vietnam lacks the historical opportunities that facilitated their industrial growth, such as significant foreign aid and favorable global conditions [19][20]. - The current global economic environment is characterized by rising protectionism and localized supply chains, which pose challenges for Vietnam's export-driven economy [21][23]. Governance and Institutional Challenges - Vietnam struggles with governance issues, including a fragmented political landscape and inefficient policy execution, stemming from historical conflicts [25][27]. - The administrative structure is overly complex, with a high percentage of the budget allocated to public sector salaries, limiting investment in critical areas like education and infrastructure [27][30]. - The lack of skilled labor and inadequate governance capacity hinder Vietnam's ability to transition from an assembly-based economy to one focused on high-value industries [25][30].
特朗普想清楚,现在不是中国的对手,18个月后,美国还要再打一场
Sou Hu Cai Jing· 2025-12-30 07:27
此外,美国也把这18个月的时间视为为中长期的产业布局争取空间。近年来,美国两党在对华科技竞争 上达成共识,都强调要在半导体等关键领域减少对中国的依赖,推动制造业回流或转向与盟友合作。然 而,这种产业转移并不是一朝一夕能够完成的。无论是新生产线的建设,技术工人的培训,还是盟友间 产能的协调,每一步都需要大量的资金和时间。这18个月的缓冲期正好为美国及其所谓的可信赖伙伴提 供了操作空间。这意味着,美方并不是放弃遏制中国芯片产业的意图,而是在为未来可能的封锁和围堵 打下基础。 美方的调查报告中还指出,中国有可能在未来几年占据全球成熟制程芯片产能的半数,并 视此为威胁。但仔细分析可以发现,这其中其实带有明显的双重标准和主观色彩。一方面,中国增加产 能是基于市场需求、技术进步和产业发展规律的自然结果,并没有强制排他性。另一方面,美国却常以 国家安全为由,对他国产业进行干预,这实际上是将经济问题政治化的表现。 **美国总是将经济问题政治化** 面对美国挥舞的关税大棒,中方迅速作出反应,明确表示:如果美方 继续损害中方的权益,中方将采取坚决的措施,坚定捍卫自身权益。自始至终,中方都明确指出,滥用 关税手段不仅会扰乱市场秩序 ...
国家发改委:对轻工、纺织等量大面广的产业,关键在于降本扩量、提质增效
Di Yi Cai Jing· 2025-12-29 00:40
国家发展改革委产业发展司发布文章《大力推动传统产业优化提升》。文章指出,对轻工、纺织等量大 面广的产业,关键在于降本扩量、提质增效。轻工、纺织行业规模体量大、产品种类多、覆盖范围广, 在保障民生、繁荣市场、扩大出口、吸纳就业等方面发挥着重要作用。 转自:第一财经 "十五五"时期,要加快产品创新,丰富产品品类和供给特色,实现增品种、提品质、创品牌。支持企业 开展设备更新和技术改造,加快应用先进适用技术,推动数字化转型和绿色化升级,持续降本增效。开 展重点消费品质量提升行动,提升强制性产品能效标准和安全标准,保障强制性国家标准"红底线"作用 发挥,强化质量支撑和标准引领。推进品牌建设,高质量办好中国品牌日活动,持续开展品牌创建和宣 传引导,提升中国品牌知名度和影响力。完善产业在国内梯度有序转移的协作机制,引导轻工、纺织等 产业向中西部和东北地区有序转移。 ...
把产品配送到用户门口
Xin Lang Cai Jing· 2025-12-28 20:28
Core Points - The Dazhou government has issued the "Implementation Plan for the Construction of Logistics Dedicated Lines for Electronic Information Products (2026-2028)" to enhance logistics efficiency and reduce costs for electronic information enterprises [1] - The plan includes a public bidding process for the operation of existing logistics lines and allocates 4 million yuan annually for subsidies to operators over the next three years [1][2] - Dazhou aims to lower logistics costs by over 35% and reduce logistics time by over 20%, with service coverage reaching over 90% of enterprises and a satisfaction rate of 90% [1] Logistics Infrastructure - Dazhou has expanded its logistics dedicated lines from 3 to 10 since 2019, serving all electronic information enterprises in the city and connecting to major regions like Chongqing and the Pearl River Delta [1] - The plan specifies that delivery times between Dazhou and Chongqing should be within 24 hours, while deliveries to eastern coastal cities have varying time requirements, with most cities requiring completion within 48 to 60 hours [2] Operational Framework - The dedicated line operators must have capabilities for both mainline transportation and last-mile delivery, and can be individual companies or consortia [2] - The plan includes a cap on transportation costs, with a maximum of 650 yuan per ton, ensuring that logistics improvements do not increase costs for enterprises [2]
“中国害我们当不成牛马!”全球工业化失败,这口黑锅我们不背
Sou Hu Cai Jing· 2025-12-27 07:08
最近,国际舆论场上有一种怪论甚嚣尘上,听得人哭笑不得。 他们说:全世界没有一个国家会真心喜欢中国。为什么呢? 因为跟着美国混,虽然被剥削、当牛马,但好歹有个"念想"——西方老爷们说不定哪天善心大发,给你 转移点产业链,赏你一口饭吃。而跟着中国混呢?完了,连当牛马的"机会"都没有了! 他们的逻辑是:中国这头"工业巨兽"太能吃了,从螺丝钉到航天器,从袜子到芯片,全产业链通吃,自 己就把活全干完了,"一根毛都没留给别人"。这导致其他发展中国家"工业化无望",永世不得翻身。 说得有鼻子有眼,仿佛中国成了全球发展路上的"终极拦路虎"。 1. 这口"黑锅",我们背不动,也不想背 首先,咱得掰扯清楚一个基本事实:中国的工业化,是靠十四亿人筚路蓝缕、一滴汗摔八瓣干出来的, 不是谁"赏"的,更不是从别人嘴里"抢"的。 把其他国家的工业化失败,简单归咎于"中国太能干了",这就像自己考不上清华,却怪同桌学霸太努力 一样滑稽。 他们习惯了这种"来得快"的模式。 而中国带去的,是修路、架桥、建工厂、开电站。这些项目周期长、见效慢,要求当地人也遵守纪律、 学习技能、付出汗水。这是要正儿八经地搞"生产性经济"。 于是,魔幻的一幕出现了:有 ...
从珠三角“蛙跳”到“飞地经济”:106个省产业园撬动的转移红利
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-24 23:10
Core Viewpoint - The recent investment promotion conference in Dongguan marked a significant shift in Guangdong's industrial transfer strategy, moving from traditional policy-driven approaches to value creation through industrial parks, particularly the Dongguan-Jieyang industrial transfer platform, which has signed 21 projects with a total investment of 431 billion yuan [1] Group 1: Industrial Transfer and Economic Development - The Dongguan-Jieyang industrial transfer platform represents a key model for Guangdong's industrial parks, which have evolved from scattered locations to a comprehensive network, achieving an industrial output value exceeding 2 trillion yuan [1] - The industrial parks have seen an average annual growth of 10% in industrial added value and 15% in industrial investment over the past two years, significantly boosting local economic development [1] - By the end of 2024, over 50% of the 5,500 industrial enterprises in the region will be from the Pearl River Delta, indicating deep integration into the regional industrial system [1] Group 2: Flywheel Economy and Regional Integration - The introduction of "flywheel economy" has transformed rural areas into industrial clusters, facilitating the integration of cities like Heyuan, Meizhou, and Shantou into the Pearl River Delta's electronic information industry [2] - The Dongguan-Jieyang platform has also explored "reverse innovation zones," enhancing Jieyang's access to cutting-edge resources in the Greater Bay Area [3] - The establishment of the Dongguan-Jieyang Industrial Collaborative Innovation Center aims to create a full-chain collaborative system for technology development and commercialization [3] Group 3: Policy and Financial Support - Since 2022, Guangdong has actively promoted orderly industrial transfer to support the development of underdeveloped regions, establishing dynamic assessment mechanisms for industrial parks [4] - The province has allocated 5.3 billion yuan in special funds for parks, leveraging over 80 billion yuan in special bonds for development [4] - Guangdong's 15 main platforms have collectively undertaken 2,139 industrial transfer projects with a total investment exceeding 720 billion yuan [5] Group 4: Success Stories and Future Prospects - The Guangqing Industrial Park has achieved an industrial output value of nearly 120 billion yuan, showcasing the success of the flywheel economy model [5] - The Jiexi Industrial Park has attracted 64 enterprises, with a projected annual output value exceeding 10 billion yuan once fully operational [7] - The Meizhou Rongwan Industrial Park has successfully integrated world-class enterprises into its supply chain, enhancing the local automotive parts industry [8] Group 5: Systemic Changes and Collaborative Models - Guangdong's industrial parks are transitioning from isolated operations to a networked system, emphasizing inter-regional collaboration and resource sharing [9] - The new park construction will focus on distinctive features to avoid homogenization, fostering a cross-regional industrial ecosystem [9]