镇江市 镇江城市风貌 镇江航空航天产业链企业（美龙航空） 镇江航空航天产业园 镇江主板上市公司鱼跃医疗生产车间 镇江航空航天产业链企业（菲舍尔） 镇江航空航天产业园 镇江币境内上市公司板块分布情况 11家 主板 3家 科创板 6家 创业板 1家 北交所 镇江市A股上市公司市值分布情况 10家 6家 5家 超100亿元 50亿元以下 50亿元至100亿元 T T THE 市值Top5为鱼跃医疗、新泉股份、 天奈科技、正丹股份、明月镜片; 镇江市A股上市公司总市值超1910亿 元，市值规模相当于2024年镇江 GDP的34.6% 前 营收增长Top5为正丹 股份、骏成科技、鼎 胜新材、新泉股份、 威腾电气; 镇江市A股上市公司2024年 实现营业收入814.65亿元，同比增长 13% 研发投入 O 研发投入Top5为鼎胜新材、新泉股 份、鱼跃医疗、江苏索普、东方电 热，研发强度均超过5%; 镇江市A 股上市公司2024年平均研发投入占 比为 4.33%，高于全国平均水平 实力镇江 数说镇江A股公司 （截至2024年底） 天工开路启新程 ——解码资本市场"镇江板块" ◎钱佳滢 记者 仲茜 5月13日，资本市场"镇江 ...

促进乡村产业融合发展，靠山吃山、靠水吃水能够事半功倍，有效拓展产业的增值、增效空间。这其 中，因地制宜是基础。其他地方的发展路径可以借鉴参考，但无法照抄照搬，没有所有村都适用的经典 模式。敢闯敢试是关键。方向是摸索出来的，路径是走出来的，勇于迈出第一步，才能将想象空间变为 现实图景。扬长避短是优选。有些地方位置偏僻、山水条件一般，也未必都要随大流发展旅游产业，努 力确保污染少、管理好，大力发展有机农业、社区工厂等，也可以实现增收致富。 随着社会需求的不断变化，持续推进产业形态升级，既是理所当然，也是势在必行。一些村庄利用靠近 城市、交通便利的优势，前些年发展参观、采摘等一日游活动，不过随着市民游客出现审美疲劳且可选 择范围增多，如今有些项目逐渐失去竞争力，游客数量和消费金额增长后劲乏力。因此，需要不断创新 求变，聚焦"吃住行游购娱"全链条提升服务品质，精准分析目标群体心理和消费趋势，通过"非遗+""文 化+""美食+""体育+"等探索融合发展路径，保持特色产业的生机与活力。 一户致富不算富，百家都富才是富。促进共同富裕，是乡村产业融合发展、培育新产业新业态的初心。 聚焦"乡愁经济"持续丰富新产业新业态，单打独 ...

Core Insights - The Shenzhen Western Road Logistics Hub project has recently topped out, marking a significant milestone in the development of Shenzhen's production service-oriented national logistics hub [1] - The project is part of Shenzhen's "7+30+N" three-tier logistics station system and is located in Bao'an District, covering an area of approximately 200,000 square meters [1][2] - The hub aims to facilitate dual-use logistics services, supporting both regular and urgent supply needs, thereby enhancing the efficiency of material and goods distribution [1] Group 1: Project Overview - The project took 242 days to complete the main structure, finishing 30 days ahead of the contracted schedule, which lays a solid foundation for subsequent construction [1] - As a flagship project, it represents a major initiative to promote high-quality development in the logistics industry and the integration of advanced manufacturing and modern services in Bao'an District [1][3] Group 2: Strategic Location - The hub is strategically located in Songgang Street, the northwest gateway of Shenzhen, providing convenient access to major highways and proximity to the airport, enhancing its logistical reach within the Guangdong-Hong Kong-Macao Greater Bay Area [2] - The surrounding area includes several advanced manufacturing parks, which have a strong demand for logistics services, allowing the hub to offer comprehensive logistics solutions to local enterprises [2] Group 3: Industry Implications - Bao'an District ranks second in the national innovation index and fourth in the national industrial index, indicating a robust market for manufacturing logistics [3] - The development of the Western Road Logistics Hub is expected to complement the Bao'an Airport Logistics Hub, creating a dual-hub system that will strengthen Shenzhen's position as a global logistics industry center [3] - The efficient integration of land and air resources will be crucial for the logistics industry's upgrade, especially in the context of increasing competition among ports in the Greater Bay Area [3]

Core Viewpoint - The Shandong Provincial Government has introduced its first policy document focused on the development of rural wealth-generating industries, reflecting a commitment to integrated development of industry, county strength, and farmer prosperity, aiming to promote rural revitalization and build a modern agricultural province [3]. Summary by Relevant Sections Overall Requirements - The rural wealth-generating industries should be farmer-centered, suitable for local agricultural conditions, diverse in business types, closely linked to benefits, and active in innovation and entrepreneurship, providing stable income for farmers [3]. - The goal is to enhance farmers' operational and wage income significantly by 2027, reduce the income gap between urban and rural residents, and continuously improve the development level of village collective economies [3]. Key Tasks - Development of rural characteristic industries, transformation and upgrading of agricultural product processing, promotion of integration between agriculture, culture, and tourism, and active development of rural production and living service industries [4]. - For rural characteristic industries, the focus is on optimizing industrial layout, enhancing variety quality, improving cultivation and breeding levels, extending industrial chains, and increasing ecological value through sustainable practices [4]. - The agricultural product processing sector aims to promote value addition, support large agricultural enterprises in deep processing technology, and encourage the concentration of processing enterprises in designated areas [4]. - The integration of agriculture and tourism will involve enriching leisure agriculture, promoting rural tourism, and developing rural cultural industries [4]. - The rural service sector will enhance trade circulation, develop e-commerce, optimize agricultural production services, and expand rural life services to meet diverse consumer needs [4]. Policy Measures - The implementation of the policy will involve coordinated efforts across departments, strict protection of arable land and ecological environments, and respect for farmers' wishes and economic laws [5]. - Emphasis will be placed on area-based development, major industrial projects, and strengthening resource support in finance, talent, and technology [5]. - Targeted assistance will be provided to economically weaker counties through financial subsidies and industry funds to develop rural wealth-generating industries [5]. - The Shandong Provincial Agricultural and Rural Affairs Department will ensure the effective implementation of these tasks, focusing on increasing income for the populace and building a solid industrial foundation [5].

海南日报全媒体记者 黎鹏 作为工作站联系的界别群众，海南禾丰牧业有限公司总经理陈卜龙对工作站发挥的作用深有感 触。"工作站不仅经常开展海南自贸港政策宣讲解读，还安排进站委员主动结合行业发展趋势分享见 解，让我从中深受启迪。"他说，工作站组织的座谈交流活动，也为界别群众提供了一个相互认识、了 解彼此的平台，大家可以畅所欲言、各抒己见，在交流中碰撞出思想的火花，并通过工作站的渠道将这 些想法积极反映出去。 下一步，省政协委员联系界别群众(农业界别)农垦工作站将继续探索完善委员联系界别群众制度机 制，努力形成进站委员和界别群众双向奔赴、相向而行的工作格局，在持续增强委员与界别群众联系的 主动性，积极听取界别群众诉求和想法的同时，还将想方设法调动界别群众参与工作站活动的积极性， 让界别群众从中感到有意义、有收获、有帮助。 (本报海口5月8日讯) 省政协委员联系界别群众(农业界别)农垦工作站建站以来，利用好委员所在单位的平台资源，积极 加强同农业企业、畜牧畜禽企业界别群众的联系，通过理论阐释、宣讲解读等多种方式，组织界别群众 持续开展理论学习。比如，省政协委员罗海彬结合所联系的界别群众相对集中的特点，利用办公会、工 作 ...

《关税对中国经济的影响及北京的应对策略》 一段话总结 文章探讨了关税对中国经济的影响及北京的应对政策。当前中美关税处于较高水平，预计 2025 年二 季度实际 GDP 增速放缓超 1 个百分点，若关税维持现状，将使 2025 年 GDP 增长预测下调 0 .5 个百分点。政策方面，北京采取谨慎且不均衡的刺激政策，近期仍以投资为主，如新兴行业投资和 城市更新，中期逐步向消费政策转变。预计 2025 年下半年会出台 1 - 1.5 万亿元补充财政方案，刺激政 策虽能部分抵消关税冲击，但经济增长放缓趋势仍将延续，预计四季度实际 GDP 增速降至 3.7%，名 义 GDP 增速可能低于 3%。 ## **关税现状及趋势** - 目前中美关税处于较高水平 - 预计随着谈判进行有效税率会逐渐降低 ## **关税对经济的影响** - 影响出口，不同关税水平影响程度不同 - 使2025年GDP增长预测下调0.5个百分点 ## **刺激政策举措** - 2025年二季度加快政府债券发行和使用 - 2025年下半年出台1 - 1.5万亿元补充财政方案 ## **经济增长预测** - 2025年二季度GDP增长预计低于4.5% - ...

山东加快培育壮大乡村富民产业 为保障乡村富民产业持续健康发展，《实施意见》提出，用好相关行业资金和地方政府专项债券政 策，支持乡村富民产业加快发展。支持金融机构为乡村富民产业量身定做专属信贷、保险、担保产品。 开展"寻找乡村振兴合伙人"行动，实施乡村产业振兴带头人培育"头雁"项目。支持农民工、年轻创业者 等返乡入乡创业，符合条件的按规定享受创业担保贷款、一次性创业补贴等扶持政策。健全新型农业经 营主体扶持政策同带动农户增收挂钩机制，完善保底分红、入股参股、服务带动等紧密型利益联结方 式，让农民更多分享产业增值收益。（记者 毛鑫鑫） 5月6日，省政府发布《关于推动全省乡村富民产业高质量发展的实施意见》，出台20项具体措施， 以带动农民增收为目标，以农村一二三产业融合发展为路径，聚焦重点产业，聚集资源要素，培育发展 动能，积极构建具有山东特色的乡村富民产业体系。提出到2027年，乡村富民产业蓬勃发展，带动农民 经营性收入和工资性收入显著提高，农民人均可支配收入达到3万元以上，城乡居民收入差距进一步缩 小，村集体经济发展水平持续提高。 在乡村特色产业发展方面，《实施意见》提出，重点培育打造粮油、果品、蔬菜、畜禽、水 ...

Core Viewpoint - The 2025 Government Work Report emphasizes that "consumption upgrade leads to industrial upgrade," highlighting the importance of both consumption and industrial upgrades as key drivers of economic development [1] Group 1: Consumption Upgrade - Recent trends show continuous adjustments in China's consumption structure, quality requirements, modes, and concepts [2] - In 2024, the proportion of service consumption in residents' per capita consumption expenditure reached 46.1% [2] - Consumers are increasingly demanding higher quality, functionality, brand, and experience from products, shifting from basic functions to more comprehensive needs [2] - The consumption model is transitioning from offline dominance to an integrated online and offline approach, with innovative consumption scenarios gaining popularity [2] - Consumer attitudes are evolving towards a preference for smart, energy-efficient, and health-oriented products, reflecting a shift from "no change unless broken" to "seeking quality and novelty" [2] Group 2: Industrial Upgrade Driven by Consumption - Demand is the strongest market driver, with consumption representing the ultimate demand that reflects people's needs for a better life [3] - Changes in consumer demand signals will gradually influence production, prompting companies to adjust supply structures and enhance technological innovation [3] - Consumption-led industrial upgrades focus on directly addressing final demand, leading to clearer and more efficient upgrade goals [3] Group 3: Key Directions for Industrial Upgrade - Three key areas for industrial upgrade driven by consumption include: 1. Intelligent development of industries, with increased demand for smart products driving high-tech manufacturing [4] 2. Green development, where the growth of green consumption accelerates the transition to green production methods and promotes the development of green industries [4] 3. Integrated development, requiring cross-industry collaboration to meet diverse consumer needs through new technologies and consumption models [4] Group 4: Conditions for Successful Upgrade - China possesses favorable conditions for consumption upgrade to lead industrial upgrade, emphasizing the need for simultaneous efforts on both supply and demand sides [5] - Enhancing residents' consumption capacity and ensuring sustainable consumption upgrade are prerequisites for industrial upgrade [5] - A supportive environment is essential for achieving a virtuous cycle between consumption and industrial upgrades, including improving consumption infrastructure and reducing market entry barriers [5]

扬子晚报网5月6日讯 （通讯员 徐路 记者 王国柱）五一节，泰州泰兴市商业版图上首个国际化地标项目凤栖奥特莱斯正式开业，这座涵盖高端奢侈品、潮 流运动品牌、特色美食餐饮等多元业态的消费矩阵，助力泰兴从"区域消费节点"向"长三角消费引力中心"华丽蜕变。 凤栖奥特莱斯总经理凌燕介绍，开业期间客流突破80万人次，预计带动消费收入1.5亿元，间接拉动旅游、餐饮、物流等消费增长。后期还将积极探索更 多创新领域，致力于将凤栖奥特莱斯打造成一个多元化、前瞻性的商业地标。 校对 陶善工 开业庆典期间，凤栖奥特莱斯还精心策划了系列音乐狂欢活动，连续五天带来涵盖说唱、摇滚、电音等多元风格的主题演唱会。其中 "泰兴民谣之夜" 尤 为亮眼，本土音乐人以方言演绎城市故事，唤醒记忆共鸣。 在产业融合与社会责任层面，凤栖奥特莱斯积极探索创新路径。通过与泰兴本地及全国非遗传承人合作，开发 "非遗潮品" 系列，将木雕、刺绣等传统工 艺与现代设计美学深度融合，并借助商业渠道实现市场化推广；联合当地高校设立 "新零售人才实训基地"，为区域商业发展培育复合型专业人才。 项目运营后，预计直接创造超 2500 个就业岗位，覆盖零售、服务、技术等多个领域 ...

证券研究报告 公司研究 [Table_ReportType] 公司点评报告 [Table_StockAndRank] 安克创新(300866) 投资评级 无评级 上次评级 [Table_Author] 姜文镪 新消费行业首席分析师 执业编号：S1500524120004 邮 箱： jiangwenqiang@cindasc.com 骆峥 新消费行业分析师 执业编号：S1500525020001 邮 箱： luozheng1@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅大厦B 座 邮编：100031 [Table_S 事件：公司ummar 发布y]2024 年年报及 2025 年一季报。24 年公司实现收入 247.10 亿元（同比+41.1%，下同），归母净利润 21.14 亿元（+30.9%），扣非归母 净利润 18.88 亿元（+40.5%）；24Q4 公司实现收入 82.61 亿元（+44.4%）， 归母净利润 6.43 亿元（+60.1%），扣非归母净利润 5.85 亿元（+39.1%）； 25Q1 公司实现收入 ...