近日，许多企业仍在为过去一年的跌宕而复盘时，厦门建发集团有限公司（下称"厦门建发集团"）及其 核心上市平台建发股份（600153.SH），却以一系列令人瞩目的战略合作，为2026年定下了坚实基调。 从全球动力电池龙头宁德时代，到海南资源巨擘海垦集团，再到国家级政策性银行中国进出口银行，短 短月余，厦门建发集团高层签约的行程密集如梭。建发股份的核心引擎供应链运营业务，正挣脱传统模 式的桎梏，发动一场深刻的"升维"之战。 以"金融"为盾，保障业务扩张的底气与安全 厦门建发集团及建发股份近期与金融体系的互动，为公司自身供应链运营业务的稳定发展奠定了坚实基 础。 2025年12月19日，交通银行行长张宝江到访厦门建发集团。张宝江行长明确表示，将围绕建发核心领 域，以做好科技金融、绿色金融等"五篇大文章"进行精准赋能，助力厦门建发集团优化产业布局，为厦 门建发集团战略落地与业务升级注入金融动能。这一定位极具前瞻性，它意味着银行资金不再仅是传统 的流动资金贷款，而是将成为孵化新产业、支持绿色转型的"战略燃料"。 紧随其后，2026年1月13日，厦门建发集团又与中国进出口银行签署的《战略合作协议》。进出口银行 作为支持对外 ...

Core Insights - The World Economic Forum announced the addition of 23 new lighthouse factories to its global network, with 16 of them located in China, including Hisense Visual Technology and Hichain Energy [1][3] - These factories demonstrate effective large-scale industry transformation amidst geopolitical turmoil, cost pressures, and rapid technological changes [1][3] Group 1: Resilience and AI Integration - New lighthouse factories have made significant progress in enhancing resilience under turbulent conditions, integrating AI into core operations, and expanding digital transformation across networks rather than individual factories [3] - The global lighthouse network evaluates excellence in five dimensions: production efficiency, supply chain resilience, sustainability, customer-centricity, and talent development [3] Group 2: Operational Transformation - The World Economic Forum released an annual white paper summarizing experiences from over 220 lighthouse factories across more than 30 countries, analyzing how leading manufacturing enterprises enhance operational resilience and integrate AI into production and value chains [3] - The executive director of the World Economic Forum stated that competitiveness now relies more on rapid perception, adaptation, and response capabilities rather than just efficiency [3] Group 3: Upcoming Event - The 56th World Economic Forum Annual Meeting will take place from January 19 to 23 in Davos-Klosters, Switzerland, with the theme "The Spirit of Dialogue" [1]

Core Insights - The Zeiss Optical manufacturing base in Guangzhou has been recognized as a "Lighthouse Factory" by the World Economic Forum, marking it as the first in the global optical lens industry to receive this honor [1] - "Lighthouse Factories" represent the highest level of smart manufacturing and digital transformation in the industry, with a total of 224 such factories worldwide as of January 2026 [1] - Among the "customer-centric" category, only four factories globally have achieved significant breakthroughs in customized production optimization and full-process delivery acceleration [1] Company Performance - The Guangzhou base has implemented over 100 applications of Industry 4.0 across all scenarios, enhancing its customization capabilities by 400% [1] - The factory has reduced delivery cycles by 29% through smart flexible manufacturing, achieving a timely delivery rate of 98.5% [1] - Since its establishment in Guangzhou in 1995, Zeiss Optical has promoted the deep integration of digital technology and precision manufacturing [1] Future Outlook - Zeiss Optical aims to use the Guangzhou "Lighthouse Factory" as a benchmark to support the high-quality development of China's eyewear lens industry [1] - The company plans to drive the digital and green collaborative upgrade of regional high-end manufacturing clusters [1]

Core Viewpoint - Anhui Jinchun Nonwoven Fabric Co., Ltd. is at a critical juncture in its transformation, facing challenges from volatile raw material prices, increasing quality demands from the market, and intensified competition, yet it is actively seeking change through various strategies [1] Group 1: Company Background and Development - Founded in July 2011, Jinchun started with a registered capital of 20 million yuan and a single production line, focusing on nonwoven fabric materials and products [2] - The company has expanded its product range to include water-jet nonwoven fabric materials used in hygiene, decoration, and industrial applications [2] - Jinchun completed its shareholding reform in September 2015 and was listed on the Shenzhen Stock Exchange's Growth Enterprise Market in August 2020 [3] Group 2: Innovation and Technology - The company emphasizes technological innovation as a lifeline, developing market-first products such as low shrinkage high-temperature synthetic leather base fabrics [4] - Jinchun's production process involves advanced automation and real-time data monitoring, significantly improving efficiency and product quality [7][8] - The digital management platform integrates various operational aspects, enhancing decision-making and enabling customized product development [8] Group 3: Cost Management and Risk Control - The profitability of the nonwoven fabric industry is closely tied to raw material prices, which have shown significant volatility [5] - Jinchun has established a "three-in-one" risk control system, focusing on local procurement and long-term supplier agreements to stabilize costs [6] - The company has successfully reduced raw material costs by 3.2% year-on-year through strategic purchasing and futures market hedging [6] Group 4: Strategic Expansion - In October 2022, Jinchun acquired a 51% stake in Anhui Jinsenyuan Material Technology Co., Ltd., marking a strategic entry into the automotive materials sector [9] - This acquisition allows Jinchun to bypass market cultivation periods and leverage existing relationships and resources for enhanced competitiveness [10] - The company aims to transition from a material supplier to an ecosystem builder in the industry, focusing on high-value markets [10]

林表示，越日合作不设上限，日本是越南新时代不可替代的重要伙伴，总务省将积极推动双方相关 领域合作，继续同包括越南在内的东盟国家在数字化转型、人工智能安全与治理等领域加强合作。 在会见爱德华时，范表示，越南正持续完善与发展科技、创新和数字化转型相关的体制机制和政 策，加快发展基础设施体系，满足半导体产业最为严格的标准，为企业开展经营活动创造最优条件。建 议阿斯麦加快在越设立半导体培训和研发中心，支持并对接符合条件的越企更深度参与阿斯麦全球供应 链；欢迎阿斯麦在越设立代表处，支持越企发展数字基础设施及半导体生产、研发、测试和技术服务， 在技术标准和管理经验等方面提供咨询与转移，在越开展有关半导体领域人力资源培训、专家交流、实 习项目和奖学金支持等活动。 在会见林芳正时，范表示，越南高度重视并希望进一步深化同日本在各领域的合作，建议日本总务 省继续推动越日关系发展，不断夯实双方政治互信。越南今后将以实现GDP两位数增长为目标，集中推 进国家数字化转型，建设现代化数字基础设施，大力发展人工智能和大数据等领域。建议日本总务省继 续同越南有关部委和机构密切协作，在规划管理、科技和数字基础设施建设、技术转移及高素质人力资 ...

（原标题：越南主办第六届东盟数字部长会议） 越南科技部1月15日官网报道，第六届东盟数字部长会议当日在越南河内召开，主题为"东盟转型： 从基础设施互联互通到智能互联"，越南总理范明政、东盟成员国信息技术、电信和数字化转型部长、 联合国副秘书长兼秘书长技术特使阿曼迪普、东盟秘书长高金洪、东盟对话伙伴国、亚太电信组织等约 300名嘉宾出席。 范表示，东盟正从传统的经济一体化转向面向未来更具适应性的经济体，这一全面转型不仅有助于 东盟适应动荡的多极世界，而且将为其实现2045年成为世界第四大经济体愿景奠定坚实基础。数字化转 型正成为促进经济增长、增强自力更生能力和提高国家适应能力的重要驱动力。作为会议东道国，越南 致力于为东盟国家和合作伙伴创造有利条件，开放交流，加强协调，共同建设安全、包容和可持续的数 字东盟共同体。 阮表示，过去十年，东盟在促进互联互通方面取得诸多显著成就，互联网用户数量几乎翻番，4G 基础设施广泛覆盖，5G正迅速成为新标准。然而，随着社会经济活动日益向数字化环境转移，挑战不 再仅仅在于是否存在互联互通，而在于每一次连接能否创造新的知识、新的价值和新的适应能力。本次 会议的主题凸显了东盟数字化发 ...

（原标题：东盟秘书长高金洪：越南在东盟数字化战略中展现引领作用） 越通社1月15日报道，在出席第六届东盟数字部长会议期间，东盟秘书长高金洪就越南及区域未来 数字发展接受越通社记者采访。 高表示，对东盟地区乃至全球而言，科技创新和数字化转型都是当前首要优先事项。越南党、国家 和政府对科技创新和数字化转型的目标，彰显出越南远见卓识，具有战略性敏锐思维。东盟正拟议《东 盟2045年愿景：共同未来》，这是一个旨在建设和平、繁荣、有韧性，致力于实现更深入的融合、可持 续发展，不让任何人掉队的东盟共同体的长期战略，越南非常积极地参与了该文件的起草。加强科技创 新和数字化转型，不仅为各成员国创造新的增长动力，也有助于提升东盟在充满变动的全球背景下的战 略自主能力、竞争力和地位。这些也是范明政总理在第六届东盟数字部长级会议开幕式发言时所强调的 内容，他完全支持。 第六届东盟数字部长会议讨论了《2030年东盟数字总体规划》，其愿景是将东盟打造成为具备竞争 力、连通性和包容性的全球数字中心。这是一份重要蓝图，不仅有助于缩小成员国间发展差距，还能开 辟新增长空间，提升竞争力，巩固东盟在全球数字价值链中的地位。东盟正积极推动《东盟数 ...

Core Insights - The contrasting rankings of JD.com and Tencent/Alibaba highlight two distinct business philosophies in China's private sector, focusing on current revenue versus future growth potential [1][2] Group 1: Rankings and Evaluation Standards - JD.com topped the "2025 China Private Enterprises 500" list with a revenue of 1.16 trillion RMB, surpassing Alibaba and Huawei, based on a revenue-centric evaluation of 6,379 companies [4][5] - Goldman Sachs' report ranked Tencent, Alibaba, and BYD as the "Top Ten Private Enterprises," emphasizing investment value and growth potential rather than current size [7] Group 2: Business Models - JD.com adopted a heavy asset model, investing significantly in logistics and self-operated goods, which has created substantial competitive barriers despite initial losses [8][6] - In contrast, Tencent and Alibaba utilize a light asset model, focusing on technology, data, and user relationships, allowing for high profitability with lower operational costs [10][12] Group 3: Manufacturing Sector Growth - The manufacturing sector is a significant contributor to the private economy, with 66.4% of the top 500 companies being manufacturers, accounting for 68.84% of revenue and 53.21% of net profit [13][14] - Companies like BYD and CATL are leading in innovation and R&D, with substantial investments in new energy technologies [16][17] Group 4: Future Directions - The diversity in business models among private enterprises is a strength, with companies like JD.com and Tencent exploring synergies between heavy and light asset strategies [18][19] - The implementation of the "Private Economy Promotion Law" in May 2025 is expected to provide a more supportive legal environment for private enterprises [19][20] - A significant portion of the top 500 companies is focusing on digital transformation and green initiatives, with international revenue growth indicating a push towards global expansion [20]

Core Insights - The annual speech by Midea Group's Chairman and President, Fang Hongbo, emphasized the company's achievements over the past year and outlined the strategic direction for the upcoming year, focusing on core business and diversification strategies [2][5]. Business Performance - Midea Group has made significant progress in various business sectors, achieving notable results through a strategy of simplification and self-disruption, leading to breakthroughs in technology, product innovation, and global expansion [6]. - In the smart home sector, Midea introduced the industry's first AI butler and continued to lead in air conditioning technology with multi-model AI interaction, while also launching innovative products like the 45CM ultra-thin refrigerator [6]. - The industrial technology segment saw the introduction of new products such as wide-frequency rotary compressors and the establishment of manufacturing facilities in Mexico and Brazil, enhancing the company's capabilities in core components for electric vehicles and robotics [6]. - Midea's energy business is expanding rapidly, with significant growth in distributed photovoltaic installations and the launch of self-developed energy storage systems in multiple international markets [7]. Future Strategy - For 2026, Midea aims to focus on core businesses and markets, promoting synergy between ToC (business-to-consumer) and ToB (business-to-business) operations to create a sustainable growth model [9][10]. - The company plans to enhance its core capabilities in white goods and HVAC, targeting a leading position globally while improving its presence in key markets such as Southeast Asia, North America, and the Middle East [10][11]. - Midea is committed to innovation in its secondary core businesses, including robotics, energy, and healthcare, recognizing their potential for significant market opportunities [11]. Management Philosophy - Fang Hongbo highlighted the importance of self-revolution and breaking path dependence to adapt to increasing market competition, advocating for a culture of innovation and agility within the organization [12][13]. - The company emphasizes the need for decisive action and the elimination of redundant operations to maintain organizational efficiency and responsiveness [13]. Conclusion - The overarching message from Fang Hongbo's speech is one of resilience and adaptability, encouraging the organization to embrace change and pursue growth opportunities while remaining grounded in core competencies [14].

在中国农产品批发市场行业发展40年的关键节点，构建全国统一大市场成为行业高质量发展的核心命 题。红星实业集团作为深耕农业产业与会展服务的标杆企业，始终以创新实践助力行业转型。1月16 日，红星实业集团党委书记、董事长罗跃在农产品批发市场高质量发展论坛中围绕农批行业发展新路 径，分享了企业在标准统一、数字赋能、民生服务等方面的探索与思考。 以标准统一为基石 筑牢全链协同发展根基 （来源：经济参考报） 激活流通效率核心动能 数字化转型是农批行业突破"信息差、高成本、高损耗"痛点的必由之路。罗跃称，智慧农批已在头部市 场形成成熟实践，上海江桥的智慧云平台、广州江南果菜的数字化冷链网络、武汉白沙洲的"农批+金 融"模式，均通过数字技术重构了流通逻辑。红星实业集团同样积极布局数字化转型，通过农博会搭建 线上线下融合交易平台，利用数字化工具实现供需精准匹配，展会期间线上交易额超3亿元；以红星农 批达人矩阵、融媒体短视频中心、新媒体分会等平台为载体，孵化多个农产品IP账号，推动农产品 从"产得好"向"卖得好"升级。 此外，企业正探索建立农产品流通大数据联盟，打通产供销储各环节数据壁垒，让资源配置更高效。罗 跃表示，数字化不 ...