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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
面朝大海,热潮涌动。近年来,如东紧扣高质量发展主题,以重大项目为牵引,持续优化产业结构,加速推动制造业转型升级,奏响了传统产业"焕新"、 新兴产业培育、未来产业布局的"三重奏",县域经济活力持续迸发。11月11日,《第二十五届县域经济与县域发展研究报告》发布,如东县域经济基本竞 争力排序居全国第28位,比去年上升1位。 项目攻坚,筑牢发展"硬支撑" 机器臂精准控制、AGV小车自动穿梭、数据大屏实时更新……走进占地3.2万平方米的中天耐丝有限公司生产车间,科技感扑面而来,巨型屏幕构成的"数 字大脑",让每台设备的运转、每道工序的流转都清晰可见。 这个总投资15亿元、今年上半年投产的省市级重大项目主要生产5G电源用电缆及新能源特种线缆,可广泛应用于5G基站、海上风电、城市轨道交通等关 键领域,全面达产后,不仅能精准对接我国通信、新能源产业对5G基站、数据中心高频高速传输的需求,还将有力打破国外在该领域的技术垄断,为我 国高端制造业的发展提供坚实支撑。 项目是增量之源、发展之基,是一个城市的后劲所在。今年,如东共有11个项目被列入省重大项目清单,计划总投资656.5亿元,目前7个实施项目开工率 100%,累计完成投 ...
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
走在姚家坡村,随处可见创意十足的秋裤广告标语:"干大事者,岂可一日无秋裤""西出阳关不再有,劝君穿着秋裤走""关怀不问出处,千万 不要忘穿秋裤"……经过多年发展,姚家坡村已形成织布、印染、裁剪、制衣、销售的完整产业链,产品不仅畅销国内,还远销海外,年销售额达 2.6亿元。 "与父辈创业时期相比,如今村里的秋裤产业有了三大显著变化。"张峰说,20多年前,他从父亲手中接过工厂后,见证了产业的迭代升级: 设备从脚踏缝纫机更新为全自动平机、拷边机,生产效率大幅提升;布料从最初的下脚料,逐步升级为断料、匹料,品质持续优化。"更重要的 是,以前是背着秋裤到泰安和济南市场卖,现在名声打响了,人在家里,订单就来了。"张峰说。 新华社济南11月19日电(记者滕军伟)随着天气逐渐寒冷,保暖衣物需求大增。在山东省泰安市泰山区邱家店镇姚家坡村,针织生产车间里 布料翻飞,机器嗡鸣,村民们正加班加点生产秋裤。记者了解到,这里每年生产约8000万条秋裤,全村300多户家庭,有160户从事秋裤产业,带 动本村及周边村民1600余人就业,是远近闻名的"秋裤村"。 走进针织户张峰的生产车间,多名村民正在熟练地工作,断布、裁剪、压边一气呵成,不到 ...
邗江毛绒玩具产业“萌”发新活力
Xin Hua Ri Bao· 2025-11-18 07:27
朱振扬 西湖宣 激活红色引擎,点燃创新驱动"强动能"。邗江区注重将"两个覆盖"的工作优势转化为推动产业创新发展 的内生动力,依托数智大厦、西湖科创园等载体,搭建毛绒玩具行业云平台和创意人才库,推动产学研 合作,引导企业从贴牌代工向自主IP、自主品牌转型。今年"苏超"火爆出圈的同时,邗江区西湖街道 的"苏超"卡通毛绒玩具也闪亮"出圈",雅伦玩具全网率先为"苏超"量身打造的IP周边十三市Q版毛绒玩 具,成为球迷的"应援神器"。通过抢抓"樱花经济""赛事经济"机遇,聚焦"文化+体育+旅游",近年来, 邗江区西湖街道的玩具企业推出了一系列周边产品赋能文旅消费,从"赛事热点"到"产业长虹",西湖街 道的小玩具正以"萌动之力"撬动大市场。 拓展内外渠道,构建全域营销"新格局"。坚持"走出去""请进来"相结合,在推动产业"走出去"的过程 中,邗江区充分发挥党组织的统筹协调优势,协调相关职能部门主动作为,积极组织企业参加广交会等 国内外知名展会并给予补贴支持,链接"扬州市产业内外贸双向资源对接会"等资源,将境外采购商"请 进来",促成外贸企业从"屏对屏"到"面对面"的深度合作。在销售渠道拓展上,西湖街道党委积极引导 企业拥抱 ...
江苏盐城:做实“政治体检” 护航开发园区发展
此前,市委巡察组通过走访调研,发现该区存在园区服务体系不完善、为企服务效率低等问题,随即督 促盐南高新区立行立改。针对巡察指出的问题,该高新区开展优化营商环境专项行动,创新推出"园区 保"金融服务,推动自来水、天然气等窗口进驻政务服务大厅,在重点产业园设立科创服务驿站等措 施,深受企业青睐。 市委巡察组在对滨海经济开发区开展现场巡察时发现,该开发区存在产业规划混乱、机构效率低下、平 台公司监管缺位等问题,严重影响开发区高质量发展。对此,市委巡察组与该开发区同题共答,剖析问 题根源,携手理顺开发区内园区关系,构建"管委会+公司"协同发展机制,推动该开发区管理水平、发 展活力显著提升。(江苏省纪委监委 || 责任编辑 郭兴) 坚持问题导向,查找开发园区在坚守功能定位、发展新质生产力、推动产业转型升级、深化管理体制改 革、防范化解债务风险、优化营商环境以及招商引资、土地出让、资产回购等方面的突出问题,推动挽 回经济损失。注重监督整改治理一体发力,对巡察发现的开发园区普遍性、典型性问题深入分析,梳理 形成20条"负面清单"。会同发改、商务、工信、财政等职能部门,从落实责任、推进发展、防范风险、 管党治党等维度制定24 ...
奋进的河南 决胜“十四五”·洛阳篇丨伊水欢歌谱华章 九皋叠翠启新程
He Nan Ri Bao· 2025-11-18 01:37
Core Insights - The article highlights the significant development journey of Yichuan County over the past five years, focusing on cultural preservation, industrial transformation, and ecological sustainability [13][14]. Industrial Transformation - Yichuan County has shifted from a resource-dependent economy primarily based on traditional heavy industries like coal, electricity, and aluminum to a more diversified and sustainable model, emphasizing ecological and green development [14]. - The county has achieved a production capacity of 2.4 million tons in aluminum and aluminum deep processing, and over 1 million tons in refractory materials by the end of the "14th Five-Year Plan" [14]. - New industries such as optoelectronics, renewable energy, and intelligent manufacturing have been prioritized, with 20 quality projects signed, totaling an investment of 1.18 billion yuan, contributing to a total output of 8.187 billion yuan from emerging industries, which is 29.7% of the output from above-scale enterprises, an increase of 9 percentage points from the previous year [14]. Agricultural Development - Yichuan County emphasizes food security and has constructed 155,000 acres of high-standard farmland, ensuring stable production of staple crops like wheat and corn while supporting the growth of specialty crops [15]. - The county has achieved an 85% mechanization rate for major crops and has introduced 12 new high-quality varieties through collaboration with national agricultural technology systems [15]. - The implementation of ecological practices has led to improved environmental conditions, with PM2.5 levels reduced to 35 micrograms per cubic meter and an increase in the number of good air quality days by 54 [15]. Social and Urban Development - During the "14th Five-Year Plan," Yichuan County invested 15.68 billion yuan in social welfare, enhancing urban infrastructure and living conditions for residents [16]. - The county has completed 168 urban quality improvement projects, including the renovation of 165 old residential communities, benefiting over 10,783 households [16][17]. - Educational and healthcare facilities have been expanded, with new schools and hospitals constructed to meet the growing population's needs [17]. Future Outlook - Yichuan County aims to leverage new urbanization opportunities, targeting over 100 key projects with a total investment of no less than 20 billion yuan by 2026 [18]. - The county plans to implement a "high-tech enterprise doubling plan" and a "springboard plan for technology-based SMEs" to foster innovation and growth in high-tech sectors [18]. - Continuous urban renewal actions will be taken to enhance city functionality and livability, ensuring a sustainable and vibrant community [18].
宗申动力:大力推进产业转型升级,通过高比例现金分红等方式增强对股东的回报
Zheng Quan Ri Bao Wang· 2025-11-17 13:15
Core Viewpoint - The company has been focusing on its core business and steady development, enhancing operational scale and economic efficiency while promoting industrial transformation and upgrading [1] Group 1 - The company has been actively increasing shareholder returns through high cash dividend ratios [1] - The company emphasizes improving the fairness and timeliness of information disclosure [1] - The company has been receiving institutional research to enhance investor understanding [1]
经济的三个温度——10月经济数据点评
Huachuang Securities· 2025-11-16 09:46
Group 1: Economic Performance Overview - The economic data for October highlights three temperature levels: strong, moderate, and weak[2] - The production service industry and equipment manufacturing showed strong performance, with the production index for the information industry growing by 13% and equipment manufacturing by 8%[4] - Essential consumption grew by 4.2% in October, surpassing the previous value of 3.4%, while cumulative growth for the first ten months was 4.4%, better than last year's 4.0%[19] Group 2: Investment and Construction Trends - Manufacturing investment saw a decline, with a year-on-year decrease of 6.7% in October, down from -1.9% previously, and a cumulative growth of 2.7% for the first ten months[22] - Infrastructure and real estate investments continued to decline, with real estate investment down by 23% in October compared to the previous month[44] - The overall growth rate for subsidy-related durable goods consumption dropped to -2.6% in October, down from 3.9%[7] Group 3: Policy Implications and Future Outlook - The government is expected to support technology innovation sectors where sentiment is better than economic performance, while consumption sectors may see further growth opportunities[2] - If economic growth deviates from annual targets, policies may flexibly increase support for subsidy-related consumption and construction chains[2]
42页深度 | 隆鑫通用:老牌摩托车及通机企业,无极等自主品牌加速全球拓展【国信汽车】
车中旭霞· 2025-11-16 09:29
Core Viewpoint - Longxin General is transitioning from OEM to developing its own brands, focusing on the motorcycle and general machinery sectors, with a strong emphasis on global expansion and product quality improvement through partnerships, particularly with BMW [14][15][16]. Group 1: Business Overview - Longxin General has diversified its product lines, including motorcycles, engines, ATVs, and general machinery, with a focus on the "motorcycle + general machinery" business model [3][20]. - The company aims for its motorcycle and general machinery business revenues to account for 75% and 21% of total revenue, respectively, by 2024 [3][22]. - The company has undergone a significant ownership change, with the new major shareholder being Zongshen New Manufacturing, which is expected to resolve industry competition issues [20][28]. Group 2: Market Expansion - The company is aggressively expanding its high-end motorcycle brand, Wujing, into European and South American markets, where it has already established brand recognition, particularly in Spain with a market share exceeding 5% [5][42]. - The global market for ATVs is projected to reach $15 billion by 2028, with Longxin General aiming to enhance its market share by leveraging its engine advantages [6][7]. - The company has seen a rise in motorcycle engine exports, supported by the increasing demand for Chinese motorcycles in international markets [9][43]. Group 3: Financial Performance - Longxin General's revenue has shown a compound annual growth rate (CAGR) of 10.2% from 2015 to 2024, with a significant recovery expected in 2024, driven by motorcycle exports and the recovery of general machinery business [34]. - The company's net profit is projected to increase by 92.3% in 2024, primarily due to reduced impairment losses and growth in high-end motorcycle sales [34][35]. - The gross margin is expected to improve to 17.6% in 2024, reflecting a recovery in profitability as the company reduces impairment losses and increases the share of high-margin products [35][40]. Group 4: Product Development - Longxin General has developed a comprehensive product matrix, including various types of motorcycles, engines, and general machinery, with a focus on high-performance and cost-effective products [25][31]. - The company has established stable partnerships with leading global manufacturers, enhancing its product quality and supply chain management capabilities [15][31]. - The product offerings include a wide range of motorcycles, from high-end models to ATVs, with a focus on meeting diverse market demands [25][26]. Group 5: Competitive Landscape - The global motorcycle market is dominated by Japanese and Indian brands, with Longxin General aiming to increase its market share through strategic international expansion [44][46]. - The company is positioned to benefit from the growing demand for motorcycles in emerging markets, particularly in South America and Southeast Asia, where it has identified significant growth opportunities [67][70]. - Longxin General's strategy includes a "1+N" market approach, focusing on deepening its presence in one market before expanding to similar markets, which is expected to enhance its competitive position [5][42].
2025年陕西省科技工作者创新创业大赛举办
Shan Xi Ri Bao· 2025-11-14 22:42
11月14日下午,2025年陕西省科技工作者创新创业大赛在西安落下帷幕。省内20多所高校、30多家 企业的专家和选手共200余人参加颁奖及优秀项目展示活动。 本次大赛由省科协、省发展改革委、省教育厅、省科技厅等9家单位联合主办,陕西地矿集团承 办。今年大赛在往届基础上进一步优化赛制,采取征集制和邀请制相结合的方式,创新举办挑战赛,其 核心在于解决实际问题,精准对接需求,破解技术难题。 活动现场还举办了大赛十年发展历程暨优秀项目展。《基于柔性制造工艺的石英谐振子产业化》 《输油气清检一体化智能管道机器人》等4个优秀项目进行了路演。《智慧工厂三维可视化平台建设》 《柔感智材——面向机器人智能感知的多参量材质识别传感技术》等8个项目与有关机构达成合作意向 并现场签约。 自2016年创办以来,陕西省科技工作者创新创业大赛已走过十年历程,累计吸引先进制造、电子信 息、生物医药等重点领域4600多个高水平科技项目同台竞技,遴选获奖项目1900余个。560多个成果成 功转化应用,为产业转型升级注入了强劲的科技动能。 大赛前期共征集项目600余个,参赛团队总人数4600余人。经初赛、专项赛、决赛层层筛选,最终 角逐出《全可视 ...