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天合光能受累行业周期前9月亏42亿高海纯推动产业战略跃迁谋突围
Chang Jiang Shang Bao· 2025-11-24 02:28
●长江商报记者 沈右荣 一场喜事将市场的目光聚焦于光伏巨头天合光能(688599.SH)。 1997年起步于江苏常州的小作坊,在高纪凡的引领下不断成长壮大,如今已跃升为全球光伏组件巨头。 数据显示,2024年,天合光能组件出货量突破80GW,连续6年位居全球前三,业务覆盖180多个国家。 有人总结过,过去20多年,天合光能曾多次穿越行业周期。 不过,时下的光伏"寒冬",天合光能受到冲击。继2024年亏损后,2025年前三季度,公司再亏42亿元。 高纪凡、高海纯父女已经推动了天合光能产业转型,培育了第二个增长曲线——分布式智慧能源业务, 形成了"光伏制造 + 能源解决方案" 双轮驱动的业务模式。 2025年6月,高纪凡曾在一次会展期间表示,未来两三年,天合光能的解决方案的收入占比将超过 50%。 天合光能借助研发创新支撑其产业升级。2025年前三季度,公司研发投入约32亿元,超过了2024年全 年。 "二代"高海纯承担着天合光能突围的重任,她能顺利到达成功的彼岸吗? 高纪凡27年打造组件帝国 此后,天合光能继续在全球市场加码布局,成长为全球光伏组件巨头。 2004年,欧盟对中国光伏组件发起反倾销调查,硅料价格暴 ...
【省财政厅】陕西财政着力支持“专精特新”企业高质量发展
Shan Xi Ri Bao· 2025-11-23 22:55
聚焦关键环节,实施精准财政资金扶持。近年来,陕西省通过中小企业和民营经济发展专项资金, 聚焦企业梯度培育、科技创新等关键环节,持续支持企业高质量发展。2023年以来,累计安排资金2.11 亿元对77家国家级专精特新"小巨人"企业和976家省级"专精特新"中小企业给予认定奖励;累计投入资 金4.9亿元,对中小企业智能化改造和关键核心设备更新、研发投入等项目给予奖补,调动中小企业实 施技术改造和更新设备的积极性、主动性,带动中小企业广泛应用新技术、新材料,不断提高发展质 量。 2024年,该厅联合省发展改革委、省工信厅等部门印发开展中小微企业服务行动的相关通知,指导 全省各级各部门扎实做好中小微企业服务工作;深入推进中小企业数字化转型,组织数字化服务机构深 入企业开展业务培训和数字化诊断,充分利用中央试点资金,支持榆林市、西安市开展中小企业数字化 转型城市试点建设,支持企业集聚创新发展。 "2023年以来,我们累计安排资金8100万元,支持开展省级小微企业创业创新基地建设等项目,形 成人才与资源集聚,助力打造'双创'高地。"省财政厅相关负责人说。(记者:徐颖) 11月20日,记者从省财政厅获悉:近年来,该厅将培育 ...
上市公司如何打破“中年危机”? 人工智能成为企业发展新动能
Hua Xia Shi Bao· 2025-11-22 14:13
Core Insights - The 20th Central Committee of the Communist Party of China emphasizes high-quality development as the main theme for the 14th Five-Year Plan period, highlighting the importance of enterprises as micro-subjects of economic and social development [2][3] - Chinese enterprises, particularly private ones, face a complex and uncertain development environment, necessitating a focus on cultivating new productive forces and enhancing survival capabilities [2] - The "mid-life crisis" phenomenon among listed companies indicates that after reaching maturity, companies may experience a decline in health, which requires attention from older listed firms [4][5] Group 1: High-Quality Development - The focus on industrial transformation and upgrading is essential for achieving high-quality development and creating world-class enterprises [6] - Traditional industries need optimization through equipment upgrades, technological advancements, and brand building to enhance high-end product supply [6] Group 2: AI as a New Growth Driver - The application and maturity of artificial intelligence (AI) in Chinese enterprises have significantly increased, with a strong expectation for further growth in AI application over the next 12 months [7][8] - The integration of AI into business models is becoming more mature, driving innovation across various sectors [7][8] Group 3: Corporate Health Index - The newly established Corporate Sustainable Development Health Index (CSHI) aims to provide a standard for evaluating high-quality sustainable development among enterprises [4] - The CSHI shows a non-linear relationship with company age, indicating that health levels improve initially but may decline as companies mature, signaling potential "mid-life crises" [5]
“媒体+”力量!河北曲阳肉牛“叩门”大湾区,南北对话共探高质量发展路径|潮汕牛肉火锅文化节
Nan Fang Nong Cun Bao· 2025-11-22 11:30
Core Viewpoint - The meeting between Hebei Quyang and Guangdong's beef industry development association aims to address the supply-demand imbalance in the beef industry and promote high-quality beef from northern regions to the Greater Bay Area [8][9][11]. Group 1: Industry Challenges - The beef industry is at a critical transformation point, shifting from a phase of "product availability equals market" to facing overcapacity and supply-demand mismatches [15][16][17]. - Quyang County produces 50,000 to 60,000 beef cattle annually, but faces structural issues, with nearly 80% being Simmental cattle, leading to price instability and difficulties in selling [18][19][20]. - Key pain points identified include: 1. Single breed dependency and market disconnection, with a lack of focus on high-quality breeds like Angus and Qin Chuan [23][25]. 2. Information asymmetry and intermediary barriers, where brokers control channels and farmers lack market price knowledge [26][28]. 3. Fragmented industry chain and insufficient refinement, leading to blind expansion without quality improvement [29][30]. Group 2: Proposed Solutions - New pathways for breaking through industry challenges include: 1. Market-oriented breed optimization and quality enhancement, introducing high-quality breeds and improving breeding techniques to meet market demands [45][46][48]. 2. Establishing a platform to bridge industry barriers and information gaps, promoting direct connections between farmers and markets to reduce intermediaries [52][54][56]. 3. Focusing on niche markets to extend the industry chain and enhance value, emphasizing specialized production and diverse product offerings [60][62][64]. Group 3: Collaborative Actions - The Guangdong Beef Industry Development Association plans to share resources, channels, information, and branding with Quyang to enhance local beef production [68][71]. - The introduction of the "Yue Mu Quality Certification" system will serve as a standard for local restaurants and supermarkets to procure quality beef [72][75]. - Upcoming initiatives include online training for farmers on breed selection and market trends, as well as field visits to the Greater Bay Area for direct market engagement [82][84].
新能源汽车月渗透率过半有何意义
Jing Ji Ri Bao· 2025-11-21 22:03
中汽协发布的最新数据显示,10月份,我国新能源汽车产销分别完成177.2万辆和171.5万辆,同比分别 增长21.1%和20%,新能源汽车新车销量达到汽车新车总销量的51.6%。这表明,我国新能源汽车月度渗 透率过半,已实现对传统燃油车的超越。 此前不少媒体在报道中提及的新能源汽车月度渗透率过半,有国内、国外和乘用、商用之分。而此次新 能源汽车月度渗透率过半,是指汽车整体销量,包括商用车和出口车销量,是真正意义上的过半。 新能源汽车月度渗透率过半,意味着我国每售出2辆新车,至少有1辆是新能源汽车,新能源汽车已成为 我国新车市场主流产品和主导力量。如果说在产业发展初期,新能源汽车只是少数先锋用户的尝鲜,那 么现在已成为大众用户的主动选择。折射出的是我国新能源汽车技术和产品的巨大进步,供应链和配套 设施的日益完善,以及用户对汽车市场认知的转变与理念的提升。 新能源汽车月度渗透率过半,不仅是一个数字的跨越,更是产业加速转型升级阶段性成功的新标识。汽 车是一个高度竞争的行业,没有较高的市占比,就没有市场竞争力。新能源汽车加速普及,不仅推动了 传统车企转型和产业链重构,也带动电池、电机、电控等核心部件以及充换电设施、回 ...
三原高新区在京推介全产业合作
人民日报海外版北京11月20日电 以"科创三原·智造未来"为主题的三原高新区全产业合作推介会日前在 北京举行。推介会旨在全方位展示陕西省咸阳市三原高新区的发展活力与产业特色,搭建高水平合作平 台,吸引更多优质企业、资本与人才汇聚三原,助力关中地区县域经济创新发展。 本次推介会由中共三原县委、三原县人民政府主办。三原县委副书记、县长杨红刚介绍,目前三原高新 区高新技术企业突破110家,成为陕西唯一被列入国家"十四五"重点支持的县城产业转型升级示范园 区;与60余家高校院所进行"产、学、研"合作,引进空天动力试测基地、机器人创新应用研究院等一批 高新技术产业项目,打造了绿色食品、新型制造、生物医药三个百亿级产业集群。 据悉,2026年,三原高新区将新增工业用地重点向绿色食品、新型制造、生物医药等主导产业链主企业 倾斜;以"清河湾智能机器人创新应用研究院"为标杆,推动创新平台从"服务支撑"向"能级牵引"升级, 构建"研发—中试—转化"全链条赋能体系;引入第三方机构,提供ISO认证、碳核算等"一站式服务", 助力企业提升市场竞争力。(记者孔德晨) ...
“豫见大湾区”青年企业家交流活动在郑举行
Zheng Zhou Ri Bao· 2025-11-21 00:48
Core Insights - The "Yujian Greater Bay Area" youth entrepreneur exchange event took place in Zhengzhou from November 16 to 19, showcasing the economic and trade potential of the region [1] - A delegation of young entrepreneurs from the Guangdong-Hong Kong-Macao Greater Bay Area visited Zhengzhou to explore various industries and engage in discussions [1] Industry Overview - The delegation explored key industrial sectors in Zhengzhou, including advanced materials, modern food production, and aerospace industries, highlighting the city's robust industrial foundation and vibrant growth prospects [1] - Companies such as Hanwei Technology, Sanquan Foods, and Zhengzhou Nissan were part of the tour, demonstrating the diverse industrial landscape [1] Entrepreneurial Exchange - A roundtable dialogue was held where local business representatives promoted Zhengzhou's industrial layout, business environment, and preferential policies, laying a solid foundation for future cooperation [1] - Entrepreneurs shared insights and experiences, fostering collaboration and knowledge exchange between the two regions [1] Cultural Engagement - The delegation also visited the Henan Drama Fantasy City, enhancing emotional connections through immersive cultural experiences that showcased the rich cultural heritage of the Central Plains [1]
出口结构变化大,外贸人迎风而行
Di Yi Cai Jing· 2025-11-20 13:27
国内产业转型升级正在为出口提供新的增长动能。 "北美和欧洲航线的舱位目前普遍是缺货状态,运费也在下降。"深圳一家货代的企业负责人王志从对第一财经表 示,从航运市场上来看,除了东南亚航线因为台风导致的港口堵塞,出现了短期运费上涨及海运爆仓之外,普遍 航线处于供大于求的"淡季"。 东方金诚宏观研究发展部执行总监冯琳认为,10月出口同比增速转负,一方面受到了去年同期高基数影响,另一 方面也与今年10月工作日较少有关。最重要的,还是美国高关税对全球贸易和中国出口的冲击持续显现,导致外 需整体放缓。其中,10月中国对美出口延续大幅下滑过程,同比降幅达到25.2%,与上月差别不大,直接下拉整 体出口增速3.8个百分点。 根据海关数据,10月中国对欧盟、日本、东盟及"一带一路"共建经济体出口增速分别为0.9%、-5.7%、11.0%、 2.8%,分别较上月下行13.2、7.5、4.7、14.3个百分点,剔除上年基数抬高和工作日效应,10月我国对这些区域的 出口动能均有所减弱。 美国采购商需求提前 中泰证券研究所首席分析师杨畅提出,10月对美出口同比降幅收窄,非美出口面临波动。10月以来上海出口集装 箱运价指数(SCFI)、 ...
如东:以重大项目为牵引,奏响产业转型升级“三重奏”
Yang Zi Wan Bao Wang· 2025-11-20 10:43
Core Insights - The article highlights the continuous economic vitality and high-quality development of Rudong County, emphasizing its rise in the national competitiveness ranking to 28th place, an improvement of one position from the previous year [2] Group 1: Major Projects and Investments - Rudong County has initiated significant projects, with a total planned investment of 656.5 billion yuan, of which 11 projects are included in the provincial major project list, and 7 have commenced with a completion investment exceeding 3.2 billion yuan [4] - A notable project is the Zhongtian Naisi Company, which has invested 1.5 billion yuan and focuses on producing cables for 5G power supply and special cables for new energy, aiming to meet domestic demands and reduce foreign technological monopolies [4] Group 2: Industrial Transformation and Upgrading - The county is focusing on intelligent transformation and digital upgrades, with 49 city-level smart workshops, 28 provincial smart workshops, and 16 provincial advanced smart factories established [9] - The South Tongqiangsheng New Materials Technology Co., Ltd. showcases advanced production lines with a product quality rate exceeding 99%, reflecting the efficiency and stability achieved through smart manufacturing [7] Group 3: Business Environment and Support - Rudong County prioritizes optimizing the business environment as a key strategy for high-quality economic development, implementing innovative measures and personalized services to support enterprises [12] - The local government has introduced a "one enterprise, one policy" service plan to facilitate project implementation, significantly reducing approval times and enhancing operational efficiency for businesses [12]
走进山东“秋裤村”:你穿的秋裤可能来自这里
Xin Hua Wang· 2025-11-19 10:35
Core Insights - The article highlights the significant growth and transformation of the knitting industry in Yaojiapo Village, Shandong Province, particularly in the production of thermal pants, which has become a major source of employment and economic activity in the region [1][2]. Industry Overview - Yaojiapo Village produces approximately 80 million pairs of thermal pants annually, with 160 out of 300 households engaged in this industry, providing jobs for over 1,600 people [1]. - The village has developed a complete industrial chain encompassing weaving, dyeing, cutting, garment making, and sales, achieving an annual sales revenue of 260 million yuan (approximately 36.5 million USD) [2]. Production and Technological Advancements - The production process has evolved significantly, with equipment upgrades from manual sewing machines to fully automated machines, leading to increased efficiency [2]. - The quality of materials has improved from using scraps to higher-grade fabrics, enhancing the overall product quality [2]. Market Expansion and Diversification - The village is actively pursuing market expansion by diversifying its product offerings beyond thermal pants to include underwear, sweatshirts, and T-shirts, as well as various fabric types such as wool and denim [4]. - A new industrial park is being planned to consolidate production units, moving away from the traditional "live and work in the same place" model [4]. Cultural and Economic Initiatives - The first "Thermal Pants Culture Festival" was held in November, featuring fashion shows and competitions, which helped promote local tourism and create a new economic model combining culture and industry [4].