BOPET膜：国内产需高增，看好行业自律助力格局优化、盈利改善 双向拉伸聚酯薄膜(BOPET)性能优良，广泛应用包装印刷、光学显示、电力电气、光伏新能源等领域。 2014-2024年期间，国内BOPET行业产能、产能、表观消费量保持高速增长，但消费量增速不及产能、 产量增速，行业呈现"低端产品过剩、高端产品不足"的结构性矛盾。行业供需失衡导致BOPET价格自 2022年震荡下跌，行业上市公司2022-2023年盈利下行，2024年由盈转亏。 《中国BOPET行业自律倡议书》倡导强化行业自律，营造公平稳定的市场环境，有望助力行业供给优 化、盈利改善，2025Q1行业多数上市公司减亏。中长期来看，市场资源向具有成本和技术优势的企业 逐步集中，该行看好国内高端聚酯薄膜产品研发能力快速提升，替代进口产品不断涌现，BOPET行业 向高端化、绿色化不断发展。 智通财经APP获悉，开源证券发布研报称，2022年以来BOPET行业盈利持续承压，或导致规划产能进度 放缓或实际落地可能性降低，行业自律助力格局优化，企业盈利有望改善;中长期来看，市场资源向具 有成本和技术优势的企业逐步集中，该行看好国内高端聚酯薄膜产品研发能力快速 ...

昨天，记者从市相关部门获悉，经市政府同意，《关于促进专精特新中小企业高质量发展的若干措 施》近日已印发各板块、各部门。《若干措施》明确，支持专精特新中小企业承担技术攻关任务，对承 担国家关键核心技术攻关任务的专精特新中小企业给予最高1000万元资助。 《若干措施》包括支持提升创新能力、加强财税金融支持、推动数字化绿色化发展、支持企业开拓 市场、强化要素资源保障等五个方面，共15条。 支持提升创新能力方面，我市将强化技术创新支持，支持专精特新中小企业的研发载体升级为国家 级、省级研发机构，推动实现研发机构全覆盖，引导专精特新中小企业参与建设中试平台，按建设投入 给予最高200万元资助；推动校企协同创新，鼓励高校、科研院所采取"先使用后付费"等方式授权专精 特新中小企业使用科技成果；加强知识产权服务，支持专精特新中小企业发挥"独门绝技"优势，积极主 导和参与制定国际标准、国家标准，最高给予50万元奖励；加强创新产品推广，支持专精特新中小企 业申报首台（套）重大装备、首批次新材料、首版次软件及创新产品。 加强财税金融支持方面，我市将激励专精特新发展，对首次获评的国家制造业单项冠军企业、国家 级专精特新"小巨人"企业 ...

张国清在山西调研时强调 扎实推进制造业高质量发展 持续筑牢安全生产基层基础 金十数据6月24日讯，中共中央政治局委员、国务院副总理张国清22日至24日在山西调研制造业高质量 发展和安全生产等工作。他强调，加快构建以先进制造业为骨干的现代化产业体系。要引导制造业向高 端化转型，用好技术改造升级和大规模设备更新政策，发挥标准引领作用，加快先进设备应用、工艺流 程优化和高端产品供给。要深入实施制造业数字化转型行动和智能制造工程，加强行业垂直大模型研发 应用，以数智技术改造提升传统产业。要推动制造业绿色化发展，培育壮大绿色低碳产业，加强煤炭清 洁高效利用，持续推进煤制油气、精细化工和新材料等产业高质量发展，构建绿色制造和服务体系。 （新华社） ...

Industry Overview - Purified Terephthalic Acid (PAT), with a chemical formula of C₈H₆O₄, is a white crystalline powder produced through the catalytic oxidation of paraxylene (PX) and is an important bulk organic raw material [1][4] - China's PAT production is on the rise, with an actual output expected to reach 71.8 million tons in 2024, marking an 11.8% year-on-year increase [1][8] - The PTA industry in China has become a global leader, accounting for over 60% of the world's total capacity in 2024 [1][8] Upstream Industry - The polyester industry is the core driver of the PTA market, consuming approximately 0.855 tons of PTA for every ton of polyester produced, with polyester accounting for 97% of PTA's downstream consumption [4] - China's polyester capacity and output are projected to reach 86.34 million tons and 73.07 million tons, respectively, in 2024, with year-on-year growth rates of 6.11% and 11.71% [4] Current Industry Status - Since 2018, China's PTA industry has experienced a new round of capacity expansion, with total capacity expected to reach 86.015 million tons in 2024, nearly doubling from 45.78 million tons in 2018 [6] - However, the growth rate of industry capacity has slowed, with a year-on-year increase of approximately 6.7%, the lowest in six years, due to the elimination of outdated capacity [6] Import and Export Dynamics - China's PTA imports have significantly decreased since 2020, reaching a historical low of 18,300 tons in 2024, indicating self-sufficiency in PTA production [10] - PTA exports have surged from 846,800 tons in 2020 to 4,417,600 tons in 2024, with a compound annual growth rate of 51.13% [10] - This export growth is driven by domestic technological advancements, strategic exits of international competitors, and the continuous release of domestic PTA capacity [10] Competitive Landscape - The PTA market in China is characterized by a high concentration of competition, with four major private petrochemical companies—Hengli Petrochemical, Rongsheng Petrochemical, Hengyi Petrochemical, and Tongkun Co.—accounting for about 50% of total capacity [12] - These companies leverage integrated operations across the entire supply chain to reduce production costs and maintain market dominance, while smaller firms struggle to compete [12] Future Trends - The PTA industry is expected to continue expanding, with total capacity projected to approach 100 million tons per year by 2026, leading to increased market concentration [17] - Market demand is anticipated to grow, particularly in emerging markets and new applications such as high-performance polyester materials for electric vehicles and advanced manufacturing [18] - Stricter environmental regulations are prompting the industry to adopt greener production processes, enhancing competitiveness and sustainability [19]

金十数据6月18日讯，中共中央政治局常委、国务院总理李强6月16日至18日在江苏调研。他指出，工程 机械行业高端化、智能化、绿色化发展是大势所趋。要对标国际先进水平，积极运用人工智能、清洁能 源等技术，推动产业转型升级。要聚合行业资源，搭建大中小企业协同创新平台，促进企业优势互补、 相互赋能。 （新华社） 李强：工程机械行业高端化、智能化、绿色化发展是大势所趋 ...

6月16日，国家统计局发布的最新数据显示，5月份规模以上工业增加值同比增长5.8%，继续保持较快 增长；服务业生产指数同比增长6.2%，增速比上月加快0.2个百分点。同期社会消费品零售总额（下 称"社零总额"）同比增长6.4%，增速比上月加快1.3个百分点。1～5月份服务零售额增速也比1～4月加 快。 市场机构普遍关注到，5月社零总额同比增速明显高于Wind统计的市场一致预期值。中国民生银行首席 经济学家温彬表示，5月社零总额同比增速达到2024年初以来的最高水平，季调后环比增长0.93%，是 近五年同期最高水平。从累计增速看，1～5月服务零售额累计同比增长5.2%，较1～4月加快0.1个百分 点。 在国新办新闻发布会上，国家统计局新闻发言人、国民经济综合统计司司长付凌晖用五个关键词概括5 月国民经济运行特点，即增长稳定、运行平稳、持续改善、动能积聚和韧性彰显。 在东方金诚首席宏观分析师王青看来，社零总额增速超预期的主要原因是，耐用消费品以旧换新政策加 力扩围在支撑居民商品消费方面继续发挥积极作用。 付凌晖表示，支撑消费增长加快的因素包括以旧换新政策带动、"6·18"网购促销、消费新动能持续释放 等。 对于5 ...

"各项规模指标实现同比16%以上增长，利润总额高水平达成奋斗目标，经济运行质量达到十年来最好 水平且呈现强劲增长态势。"这是哈电集团哈尔滨锅炉厂有限责任公司（以下简称"哈电锅炉"）总经理 王兆虎在2025年度工作会议上所作报告的一段话。会场掌声雷动、经久不息。 2016年，哈电锅炉凭借自主研发的"燃用准东煤超（超）临界锅炉研制及工程应用示范项目"，成功摘得 享有"工业奥斯卡"美誉的中国工业大奖，唤醒了几乎可供全国使用100年的准东煤资源。 哈电锅炉的迅猛发展，为国内电力工业体系建设打下坚实基础，为我国经济社会发展注入强劲动力。 勇攀高峰，仰望苍穹，走好高端化、智能化、绿色化发展道路 近年来，随着国家能源体系转型，哈电锅炉持续推动煤电清洁、高效、低碳发展，凭借深厚的技术积淀 创造了一项又一项"中国第一"和"世界最好"。 2025年是哈电锅炉创建七十一周年，纵观哈电锅炉七十一载发展历程，正是一代代薪火相传、一步步勇 攀高峰，正是一朝一夕勤耕不辍、一年一岁笃行致远，哈电锅炉才书写了从白手起家到世界领先的非凡 历程。 九层之台，起于累土，哈电锅炉为中国电力工业发展打下坚实基础 新中国成立之初，国内工业基础薄弱，在党中 ...

Core Insights - The grain processing industry is a significant part of agricultural product processing, enhancing the added value of grains and meeting consumer demand for diverse and high-quality food products [1][15][16] - The industry has seen a compound annual growth rate (CAGR) of 4.15%, with revenue projected to grow from 8.8 trillion yuan in 2019 to 10.8 trillion yuan by 2024 [16] - Government policies, including financial subsidies and tax incentives, have provided strong support for the development of the grain processing industry [6][15] Industry Overview - Grain processing involves converting raw grains into semi-finished and finished products, playing a crucial role in the food supply chain [3][10] - The industry includes various processes such as rice milling, wheat flour production, and oil extraction, contributing to improved food quality and reduced waste [4][10] Market Dynamics - The demand for grain processing products has diversified and increased in quality due to rising living standards and changing consumer preferences [1][8] - The market is characterized by competition among large grain processing enterprises, local companies, and foreign firms, each leveraging different strengths [20][21] Financial Performance - The revenue of the grain processing industry is expected to reach approximately 2.6 trillion yuan in the first quarter of 2025 [16] - The scale of major agricultural processing enterprises is projected to reach 18 trillion yuan in 2024, reflecting a year-on-year increase of 2.21% [14] Technological Advancements - Significant progress in technological innovation and equipment upgrades has been made, with the adoption of smart production lines and automated control systems enhancing efficiency and product quality [1][15][25] - Future trends indicate a focus on smart upgrades and the integration of IoT, big data, and AI technologies to improve operational efficiency [25][26] Consumer Trends - Rising disposable income and consumer spending have driven demand for high-quality grain processing products, with expectations for continued growth in this area [8][12] - The industry is responding to increasing consumer demands for health, nutrition, and taste by diversifying product offerings and enhancing quality [28]

杨东升 ◎记者 仲茜 近日，2000余名客商走进徐州、走进徐工，参加第七届徐工国际客户节。通过参加工程机械推介活动、 体验徐州特色文化等，中外客商深入了解徐州工程机械产业集群优势，感受徐州特色古风汉韵。 近期，徐工集团、徐工机械董事长、党委书记杨东升在接受上海证券报记者专访时表示，徐工国际客户 节已经超越了一场普通的企业营销活动，升华为中国制造与世界对话的文化盛事。这场盛事不仅折射出 中国工程机械行业的崛起，更勾勒出中国工程机械行业的全球化奋进图谱。 坚持自我革新，拒绝低端内卷 "在当前全球经济格局深刻变革、产业链供应链加快重构的大背景下，徐工积极应对挑战，把握发展机 遇，展现出强大的韧性和活力。"在谈到2024年的业绩时，杨东升说，2024年，徐工机械归母净利润同 比增长12.2%至59.76亿元，毛利率、净利率连续提升，经营性现金大幅增长，境外收入占比持续跃升， 研发投入强度超过6%。公司持续回馈投资者，兼顾价值创造与价值分享。 "虽然徐工已经有82年的历史积淀，但我们始终认为，改革永远在路上，未来的发展一定靠改革来作为 动力。"杨东升说，徐工人一直敢闯敢干，勇于自我革新。他还形象地打了一个比方："我们自 ...

Core Insights - The visit of General Secretary Xi Jinping to Luoyang highlights the importance of manufacturing and the successful transformation of the city into a model for industrial upgrading [1][5][19] Group 1: Economic Performance - In Q1 2024, Luoyang's GDP reached 1355.4 billion, with a year-on-year growth of 5.9%, marking the first time in seven quarters that it matched the provincial average [5][7] - The city's industrial added value growth rate is projected to be 7%, the highest in five years, driven by 17 advantageous industrial chains generating over 460 billion [3][18] Group 2: Industrial Transformation - Luoyang is focusing on "Four New and One Equipment" as key development areas, with five advanced manufacturing clusters and 17 advantageous industrial chains [3][18] - The city has seen significant advancements in modern agricultural machinery, new refractory materials, and artificial intelligence, with double-digit revenue growth in future industries [3][12] Group 3: Policy and Strategic Initiatives - Luoyang has implemented several major policies to support advanced manufacturing and industrial chain development, including the "2024 Luoyang Manufacturing High-Quality Development Action Plan" [8][12] - The establishment of a 100 billion industrial guidance fund aims to promote the development of key links in the industrial chain [15][18] Group 4: Innovation and Technology - The city is enhancing its innovation capabilities through initiatives like "Technology Loans" and the establishment of industrial internet systems [12][15] - Luoyang is actively engaging with the Qianzhan Industrial Research Institute to identify potential industrial opportunities and develop strategic plans [8][12] Group 5: Future Outlook - The economic recovery in Luoyang is evident, with projections for a 4.9% growth rate for the year, and significant increases in high-tech manufacturing and high-tech industry value added [18][19] - The city aims to continue focusing on the "Four New and One Equipment" sectors, with plans for over 300 major technological transformation projects [18][19]