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供需两侧发力促“十五五”服务消费扩量提质
Di Yi Cai Jing· 2026-01-12 12:40
未来五年将是我国服务消费快速扩量提质的历史性跨越阶段。 "十五五"进入启动之年,扩大消费尤其是扩大服务消费将是"十五五"期间的重头戏。按照"十五五"规划 建议,提升服务消费既要壮大服务消费的比重,也要以放宽准入、业态融合为重点,加强服务消费活跃 度,同时更要突出品牌引领、标准升级、场景拓展与新技术应用的关键路径,推动服务消费的质量升 级。可以判断,未来五年将是我国服务消费快速扩量提质的历史性跨越阶段。 成熟的服务消费条件正在累积 根据国家统计局数据,2014年至2024年,我国居民人均可支配收入年均增速为5.5%,不过分段解析,后 五年较前五年增速出现明显回落,2025年第三季度放缓至5.3%,并且逐年增速总体呈现边际递减趋 势。同时,过去10年甚至更长时间中,基尼系数一直维持在0.42以上,表明居民收入分配差距依然较 大。 北京大学收入分配研究院报告显示,2024年中国收入最高的10%人群占有了全国约40%的财富,而收入 最低的50%人群仅占有全国财富的15%左右;城乡之间,2024年我国城镇居民人均可支配收入达到 57839元,农村居民仅为21456元,城乡收入比为2.7:1;收入的结构性不合理还来自居民 ...
锦浪科技:公司持续关注与主营业务协同的新技术、新场景与产业合作机会
Zheng Quan Ri Bao· 2026-01-06 13:41
(文章来源:证券日报) 证券日报网讯 1月6日,锦浪科技在互动平台回答投资者提问时表示,公司持续关注与主营业务协同的 新技术、新场景与产业合作机会。 ...
北京君正:公司一直在持续关注新技术和产品方向
Zheng Quan Ri Bao Wang· 2026-01-06 12:13
证券日报网讯 1月6日,北京君正(300223)在互动平台回答投资者提问时表示,公司一直在持续关注 新技术和产品方向。 ...
鹏鼎控股2025年12月营收42.44亿元,同比增长30.74%
Ju Chao Zi Xun· 2026-01-06 10:43
Core Viewpoint - Pengding Holdings reported a significant increase in revenue for December 2025, with a total consolidated revenue of 424,355 million yuan, representing a year-on-year growth of 30.74% [2] Group 1: Company Overview - Pengding Holdings is a professional large-scale manufacturer specializing in the research, design, production, and sales of various PCB products, offering a diverse range of high-quality PCB product lines [2] - The company has the capability to provide comprehensive PCB electronic interconnection products and services to different customers [2] Group 2: Financial Performance - The reported revenue of 424,355 million yuan for December 2025 marks a substantial increase of 30.74% compared to the same month last year [2] Group 3: Strategic Focus - The company has indicated its commitment to closely monitor downstream technology trends and will focus on five key areas: new products, new technologies, new processes, new materials, and new equipment [2] - Pengding Holdings aims to concentrate on critical common technologies and cutting-edge product technologies to stay ahead of product development trends [2]
三羊马:公司始终重视智能化及新技术在企业中的运用,也在积极探索各种可以提高效率的技术和手段
Zheng Quan Ri Bao Wang· 2025-12-25 10:43
证券日报网讯12月25日,三羊马(001317)在互动平台回答投资者提问时表示,公司始终重视智能化及 新技术在企业中的运用,也在积极探索各种可以提高效率的技术和手段。公司如有相关技术,公司将严 格按照法律法规及有关规定要求及时履行信息披露义务。相关信息请以公司公告为准。 ...
用“新”鼓起果农腰包
Xin Lang Cai Jing· 2025-12-23 23:14
Core Viewpoint - The article emphasizes the commitment to promoting new varieties, technologies, and marketing models in the fruit industry to enhance farmers' income and strengthen the fruit and forestry industry in Liaoning Province [1] Group 1: Industry Development - The "14th Five-Year Plan" of Liaoning Province advocates for the implementation of a comprehensive agricultural and food perspective, accelerating the development of facility fruits and vegetables [1] - There is a focus on adopting new technologies such as water-saving irrigation, grass planting in orchards, and zinc fertilizer application to keep pace with modern agricultural practices [1] Group 2: Marketing and Brand Development - The article highlights the importance of deep processing of fruit products and the integration of online and offline marketing strategies to create new brands and open new markets [1] - The introduction of new business models, including cultural tourism and educational research, is aimed at enhancing the industry chain [1] Group 3: Training and Collaboration - Efforts are being made to organize cooperatives and demonstration households to participate in training programs for fruit industry managers and to connect with technological platforms for industry development [1]
起点研究 董事长 李振强:新能源电池新周期新技术新生态新格局正加速形成!
起点锂电· 2025-12-22 09:33
尊敬的各位领导、各位来宾、各位同仁,女士们、先生们: 大家上午好!我是起点研究李振强。 十载春秋,风华正茂;锂电浪潮,奔涌向前。值此 " 2025 (第十届)起点锂电行业年会 " 隆重召开之际,我谨代表主办方,向莅临盛会的各 位领导、专家、企业家以及媒体朋友们,表示最热烈的欢迎和最诚挚的感谢! 过去十年,中国新能源电池行业取得了巨大的成就和快速的 发展。从不到几十个亿的市场规模,到现在的万亿产值;从过去的几十家上市公 司,到现在的几百家的新能源电池相关上市公司。整个产业过去的十年,是辉煌的十年,尤其是中国的锂电产业,引领了全球的发展。 展望未来, 面对 新能源电池目前这么大的体量 、 用户群体 、 市场,未来我们的机遇和挑战都很多。 机遇方面,中国目前新能源汽车渗透率已超过 50% ,最近一个月应该是 60% 左右,尤其是乘用车。很多朋友说,这么高的渗透率,是不是 未来 增长空间就比较小? 其实 从今年的情况来看,尤其是在商用车重卡方面,它的渗透率偏低。这也是未来在新能源商用车渗透率上升空间 比较大 的原因。 国外的新能源汽车渗透率比中国低很多,全球的渗透率目前是 20% 左右 ,也意味着未来还有两到三倍的增 ...
倒计时1天!2025起点锂电行业年会暨起点用户侧储能及电池技术论坛12月18-19日深圳举办!(附大会议程及参会嘉宾名单)
起点锂电· 2025-12-17 08:33
活动名称: 2025(第十届)起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 、2025起点用户侧储能及电池技术论坛 矿泉水独家冠名: 派能科技 活动赞助及演讲单位: 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能科技/莫洛奇/融捷能源/远东电池/诺达智慧/奥鸿智能/中天和/超业精密/北 测新能源/蓝京新能源/贤辰智享/东唐智能/达力智能/亿鑫丰/爱签/和明机械/金力股份/孚悦科技/乾纳智能装备/多氟多/科迈罗/三合一体/果曼钠电/新能安/ 海辰储能/瑞浦兰钧/鹏辉能源/国轩吉泰美/创明新能源/德赛电池/先导智能/亿纬锂能/移族/新日股份/弘正储能/亮见钠电/易事特/清陶云能/信宇人/星恒电 源/昆仑化学/星翼能源 /汇创新能源 /力通威 等 起点研究十周年晚宴庆典特邀企业名单 (赞助及演讲单位以外): 巴斯夫/宁德时代/博力威/富临精工/远景动力/楚能新能源/时代联合/金银河/海裕百 特/金钠/中科云储/钹鑫科技/川马激光/浦士达/奥克股份/奥特迅/成泰科技/中能建/富士康储能/中集储能/星霆动力/新日股份/华金资本/中信证券/申 万宏源/德旭资本/贝特瑞/国泰海通/国中资本/飞毛腿/倍特 ...
年会直通丨2025起点锂电行业年会暨起点用户侧储能及电池技术论坛参会须知请查收!(内附年会直播链接)
起点锂电· 2025-12-17 03:11
新周期 新技术 新生态,由起点锂电、起点储能、起点研究院SPIR主办的 2025(第十届)起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆 典、2025起点用户侧储能及电池技术论坛 将于12月18-19日在深圳市维纳斯皇家酒店举办。 800+嘉宾参会,聚焦5大专场40+热门议题,深度探讨锂 电池、材料、设备、工商业储能、便携式储能、户用储能、AIDC储能电池等核心议题,前瞻解析技术突破、破题安全挑战与价值链重构。 活动主题及架构 活动名称: 2025(第十届)起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典 、2025起点用户侧储能及电池技术论坛 活动主题: 新周期 新技术 新生态 活动时间: 2025年12月18-19日 活动地址: 深圳市维纳斯皇家酒店(深圳国际会展中心京基百纳店)三楼维纳斯厅(深圳市宝安区沙井镇沙井路118号) 主办单位: 起点锂电、起点储能、起点研究院 SPIR 专场冠名: 逸飞激光 合影墙独家冠名: 蓝京新能源 签到墙独家冠名: 小鲁锂电 椅背贴独家冠名: 奥鸿智能 矿泉水独家冠名: 派能科技 活动赞助及演讲单位: 惠州潼湖生态智慧区管理委员会/逸飞激光/小鲁锂电/派能 ...
机械行业2026年投资策略:聚焦新技术,拥抱顺周期
ZHONGTAI SECURITIES· 2025-12-16 08:41
Group 1: Market Review and Outlook - The mechanical equipment industry outperformed the market in 2025, with an overall increase of 27.80%, surpassing the Shanghai Composite Index by 17.65 percentage points [10][11] - The industry saw a recovery in performance, with revenue reaching 15,337 billion yuan, a year-on-year increase of 6.34%, and net profit of 1,103 billion yuan, up 14.19% [11] - The outlook for 2026 is optimistic, with expectations of a moderate recovery in macroeconomic conditions and improvements in domestic manufacturing demand [15][18] Group 2: Investment Directions: New Technologies - Focus on new technologies such as humanoid robots, nuclear fusion, quantum technology, low-speed unmanned systems, and perovskite solar cells, which are expected to drive industry upgrades and innovation [15][19] - Humanoid robots are shifting from theme-driven investments to value verification, with a focus on production schedules and scene orders [28][30] - Nuclear fusion is gaining momentum with accelerated technological progress and policy support, particularly in the Tokamak technology route [19][60] Group 3: Investment Directions: Cyclical Recovery - The cyclical recovery is driven by overseas expansion and policy support, with expectations for high export demand in 2026 [23][24] - The engineering machinery sector is showing strong recovery momentum, with significant growth in overseas exports and stabilization in domestic sales [23] - The oil service sector is entering an upward cycle, driven by the natural gas industry and AI computing power demands [23] Group 4: Recommended Stocks and Investment Portfolio - The investment strategy emphasizes a dual approach, focusing on both global benchmark chains and domestic supply chains [52][53] - Key recommended stocks include Sanhua Intelligent Controls, Beite Technology, and Yushun Technology, which are positioned to benefit from the growth in humanoid robots and related technologies [53][54] - The portfolio should balance between high visibility stocks linked to Tesla's supply chain and those offering higher growth potential in the domestic market [54][55]