Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has released the "Mechanical Industry Growth Stabilization Work Plan (2025-2026)", focusing on fostering new demand and promoting various emerging economic sectors and applications [1] Group 1: New Economic Sectors - Development of new economic sectors such as the primary economy, ice and snow economy, silver economy, and smart tourism is emphasized [1] - Expansion of applications for service and special robots, elderly rehabilitation equipment, ice and snow equipment, cultural tourism equipment, educational equipment, and additive manufacturing equipment is encouraged [1] Group 2: Logistics and Smart Technology - Implementation of the "Action Plan for Effectively Reducing Logistics Costs" aims to accelerate the construction of smart logistics hubs and parks [1] - Development of "Artificial Intelligence + Modern Logistics" is promoted, including the use of unmanned vehicles, warehouses, and loading/unloading equipment [1] Group 3: Smart Agriculture - Encouragement for conducting unmanned agricultural operation trials to cultivate smart farms, pastures, and fishing grounds [1] - Promotion of intelligent power and agricultural machinery, including planting, harvesting, and facility horticulture equipment [1] Group 4: Medical Equipment - Launch of high-end medical equipment promotion actions to facilitate the integration of artificial intelligence with medical equipment [1] - Development of smart medical scenarios such as medical imaging assistance and remote consultations, along with the application of medical robots and health care equipment [1] Group 5: Green Transition - Focus on the comprehensive green transition of the economy and society, promoting energy-saving, environmental protection, clean production, and clean energy industries [1] - Development of green carbon reduction technology and equipment is aimed at driving the growth of these sectors [1]

白山黑水间，"钢铁巨龙"不断延伸。线路开通后，北京朝阳、沈阳北至长白山站最快旅行时间分别缩短 至4小时33分钟、1小时53分钟，推动长白山接入京津冀"半日经济圈"。 "沈佳高铁沈白段建成通车后，将极大方便沿线旅客出行。同时，对加快辽宁和吉林东部城市化建设， 带动沿线旅游资源开发，助推东北全面振兴，具有十分重要的意义。"国铁沈阳局客运部客运管理科副 科长郭爽说。 沈佳高铁沈白段起自沈阳北站，经辽宁省沈阳市、抚顺市，吉林省通化市、白山市，接入位于延边朝鲜 族自治州安图县二道白河镇的长白山站，线路全长430公里，设计时速350公里。 线路穿山越水，途经长白山腹地，全线桥隧比达77%。据中国铁设沈佳高铁沈白段项目总工程师刘伟介 绍，沈佳高铁沈白段地处东北高寒地区，穿越极寒冻土、火山灰地层、湿地生态区及东北最大岩溶隧道 群。 新华网沈阳9月28日电（记者樊曦、丁非白、金津秀）28日10时8分，G8167次临客列车从抚顺站驶出， 向东北而行。同一时刻，G8166次临客列车从长白山站出发，向西南飞驰。 这一北一南的双向奔赴，标志着沈阳至佳木斯高速铁路沈阳至白河段（沈佳高铁沈白段）正式通车运 营，吉林通化、白山和辽宁抚顺三地 ...

冰雪经济全景图之旅游专题冰雪旅游活力持续带动区域发 展 20250926 冰雪经济的活力持续释放，对区域发展的带动作用显著。例如，以哈尔滨为例， 该地区近年来吸引了大量游客，其热度持续上升。东北地区将冰雪经济作为重 要发展方向，其中包括文旅部和发改委在 2023 年印发的东北地区旅游业发展 规划，以及国家发改委在去年 12 月发布的推动东北地区高质量发展的实施方 案。这些政策有效促进了当地经济转型与增长。 具体数据方面，在黑吉辽三省， 游客接待量在 23-24 学季有高速增长。今年（2025 年）2 月，第九届亚冬会 进一步推动了相关区域的冰雪旅游增长。此外，黑龙江省对于推进本地冰雪经 济出台了大量政策，有效支持其持续高质量的发展。 马迭尔文旅集团整合哈尔滨市知名旅游资产，通过集中管理和品牌统一， 提升运营效率和市场影响力，积极进行全国宣讲推介活动，带动当地旅 游发展。 东北区域高铁网络建设显著提升交通便捷性，促进冰雪经济发展，如沈 白高铁开通缩短了北京到长白山的运行时间，有望带动更多游客前往东 北地区。 万亿元，到 2022 年底相关企业数量接近 9,000 家。 冰雪经济对区域发展的影响如何？ 摘要 国家 ...

Group 1 - The core theme of the upcoming 12th China Business Innovation Conference is "This Moment is the Future: Innovation Leading the New Journey of Business," aiming to extract future principles from current innovations [1][5] - The conference will gather industry leaders, government officials, and experts to discuss policy directions and industry trends, providing practical experiences for businesses [6][5] - The event is part of a broader initiative to enhance the modern commercial circulation system and promote high-quality development in the trade and commerce sector [1][3] Group 2 - The commercial sector in China is experiencing unprecedented opportunities for development driven by innovation, with a focus on digital and green transformations [3][4] - Various new business models and industries are emerging, including live e-commerce, smart logistics, and instant retail, reflecting a shift in consumer demand towards quality and personalized experiences [3][4] - The government is implementing policies to support the construction of a unified national market, enhancing the momentum for high-quality development in the commercial sector [3][11] Group 3 - The conference will feature a main forum and a case-sharing ceremony, focusing on policy interpretation, case sharing, trend analysis, and roundtable discussions [5][6] - The event aims to bridge the gap between theoretical guidance and practical implementation, fostering innovation in the commercial landscape [5][6] - The ongoing collection of exemplary cases and innovative enterprises for the conference highlights the commitment to uncovering commercial innovation value [10][5]

谈及今年的就业工作，人力资源社会保障部副部长颜清辉介绍，今年首次印发岗位挖潜扩容实施方案， 把岗位细化到行业，把责任分解到部门，上半年已经释放岗位1224万个。各部门立足传统产业升级扩岗 位，结合新兴产业培育拓空间。比如发改、交通、水利等部门实施以工代赈、重大项目带动超过760万 个岗位；工信、文旅、体育等部门发展人工智能、冰雪经济都新增超过10万岗位。各地还积极扩大挖潜 领域，比如浙江围绕先进制造、基建维护等开发岗位超过90万个 王晓萍认为，通过各项政策，已经在14亿人口的大国实现了比较充分的就业。 她称，各级政府把稳就业摆上重要议事日程，作为宏观调控优先目标，纳入民生实事重要内容，"管产 业就要管就业、促消费就要促就业、上项目就要扩就业"的意识不断增强。就业优先政策体系不断充 实，形成了财政激励、税费减免、金融支持的系统性政策框架，构建了社保费阶段性减免、失业保险稳 岗返还、就业创业补贴等全链条支持体系，政策工具更足、针对性更强。"十四五"时期，年均创业担保 贷款余额3000亿元，年均支出就业补助资金超1000亿元。 南都讯 记者宋承翰 发自北京 9月26日，国新办举行新闻发布会，介绍"十四五"时期就业和 ...

中国冰雪经济产业规模快速增长，从 2020 年的 5,000 亿元增长至 2023 年的 8,900 亿元，年复合增速达 21.19%，显示出强劲的发展势 头。截至 2023 年，全国共有 2,847 个冰雪场地，同比增长 16.1%，但 滑雪场地仅占 32.84%，滑冰场地占比高达 67.16%，表明滑雪场地仍 有较大发展空间。 后奥运时代，中国冰雪产业发展策略聚焦于智能化和数字化转型，加速 智能研发要素发展和数字技术在冰雪场馆的应用，并大力扶持虚拟冰雪 体育发展，旨在通过技术创新实现资源整合和产业升级。 2023-2024 年冬季，我国冰雪相关消费规模超 1,500 亿元，其中民俗 活动占比最高（约 37%），具体项目占 27%。自 2014 年以来，冰雪 运动参与人数持续增长，第十届大众评审季参与人数已超 1.8 亿人次， 全国参与各类体育项目的人数达 5,735 万人。 目前中国最受欢迎的冰雪运动是滑雪和滑冰。调查显示，北京冬奥会后， 全国成年人以上居民中民俗活动参与率为 17.73%，观赏活动参与率为 9.83%，具体项目参与率为 6.05%，陆地项目参与率为 3.06%。 Q&A 冰雪经济的定义和 ...

Core Insights - The article highlights the development of the ice and snow economy in Altay, which is recognized as the "origin of human skiing" and is rapidly evolving through events like the Winter Sports Games and traditional skiing competitions [1] - It emphasizes the importance of cultural exchanges and cooperation among China, Russia, and Kazakhstan, showcasing various collaborative initiatives in areas such as cross-border healthcare and modern agriculture [1] - Altay is portrayed as a welcoming region that fosters development opportunities and aims to build a prosperous and friendly community through cultural and economic ties [1] Group 1 - The Altay region is experiencing rapid growth in its ice and snow economy, driven by events that celebrate its historical significance in skiing [1] - Cultural exchanges, such as youth summer camps and international medical academic exchanges, are strengthening ties among neighboring countries [1] - The region is leveraging its natural beauty and cultural connections to invite ongoing collaboration and shared development opportunities [1]

证券研究报告·黑龙江省资本市场跟踪报告 2025 年 9 月 23 日 江海证券研究发展部 执业证书编号：S1410524040001 1. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— (2025.8.24-2025.9.6) – 2025.09.08 2. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— (2025.8.10-2025.8.23) – 2025.08.26 3. 江海证券-黑龙江省资本市场跟踪-黑龙 江省资本市场跟踪双周报— (2025.7.27-2025.8.9) – 2025.08.11 4. 江海证券-黑龙江省资本市场跟踪-黑 龙江省资本市场跟踪双周报— (2025.7.14-2025.7.26) – 2025.07.29 5. 江海证券-黑龙江省资本市场跟踪报告- 黑龙江省资本市场跟踪双周报—— （2025.7.1-2025.7.13） – 2025.07.17 机械军工行业研究组 黑龙江省资本市场跟踪双周报 — — 分析师：张诗瑶 (2025.9.7-2025.9.20) 江海证券有限公司及其关联机构在法律许可的情况下可能与本报告所分析的企业存在 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies [40]. Core Insights - The tourism market in Heilongjiang Province showed strong performance from January to August 2025, with a total of 184 million visitors, a year-on-year increase of 11.9%, and total spending of 250.18 billion yuan, up 21.2% [3][8]. - The implementation of the visa-free policy for Russian tourists on September 15 has led to a significant increase in visitors from Russia, with over 145,000 tourists received in the first half of the year, marking a 37.4% year-on-year growth [3][8]. - The Heilongjiang sector index has been adjusting since September, with a decline of 2.23% as of September 19, 2025, indicating a notable market correction following previous gains [3][20]. - The report highlights that only 12 companies in Heilongjiang achieved positive returns during the statistical period, with 10 companies experiencing declines exceeding 5% [24]. Summary by Sections 1. Regional and Listed Company Performance - The Heilongjiang sector index fell by 2.23% in September, with a further decline of 1.43% from September 15 to September 19 [20]. - Among listed companies, Senying Windows saw the highest increase of 14.21%, while Aerospace Science and Technology faced the largest drop at 20.33% [24][25]. 2. Domestic Macroeconomic Data - In August, China's CPI decreased by 0.4% year-on-year, while the core CPI rose by 0.9%, indicating a steady consumption market [27][29]. - The PPI also showed a year-on-year decline of 2.9%, but the rate of decline has narrowed, suggesting improvements in market competition and new growth drivers [29][30]. 3. Heilongjiang Province Economic Data - Heilongjiang's CPI in August was -0.4% year-on-year, but it increased by 0.1% month-on-month, indicating a mixed price trend [34][38]. - The province plans to host over 300 winter sports events during the 2025-2026 season, aiming to boost the local economy through tourism and sports [9].

Investment Rating - The industry investment rating is maintained at "Overweight" [2] Core Insights - The ice and snow economy is rapidly emerging as a significant new economic sector, transitioning from a niche market focused on ice and snow sports to a large industrial system encompassing ice and snow tourism, equipment manufacturing, and cultural activities. This sector is expected to reach a scale of over 1 trillion yuan by 2025, driven by rising consumer demand and strong policy support [12][14][35]. Summary by Sections 1. Ice and Snow Economy Overview - The ice and snow industry encompasses a complete ecosystem from resource development and equipment manufacturing to service operations and consumer activities, indicating a robust industrial chain [13]. - The market size of China's ice and snow industry reached 980 billion yuan in 2024, with a year-on-year growth of 10.8%, and is projected to exceed 1 trillion yuan in 2025 [14]. 2. Growth Drivers of the Ice and Snow Economy - Government policies and major events are key drivers of growth, with the State Council aiming for the ice and snow economy to reach 1.2 trillion yuan by 2027 and 1.5 trillion yuan by 2030 [35]. - The hosting of major events like the Winter Olympics has significantly boosted public interest and participation in ice and snow sports, enhancing the overall industry [40][41]. 3. Case Study: Harbin's Ice and Snow Tourism - Harbin has emerged as a top destination for ice and snow tourism, receiving 1.79 billion visitors in 2024, with total tourism revenue reaching 231.42 billion yuan, marking significant year-on-year growth [51]. - The local government has implemented various policies to support the ice and snow economy, aiming for the total output value of the ice and snow industry in Heilongjiang to exceed 300 billion yuan by 2025 [55]. 4. Investment Recommendations - The report suggests focusing on companies across the entire ice and snow industry chain, including upstream equipment manufacturers, midstream service providers, and downstream consumer platforms, as the sector is expected to see substantial growth opportunities [6][4].