新型工业化
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纽威数控涨1.21%,成交额4397.46万元,近3日主力净流入-1879.79万
Xin Lang Cai Jing· 2025-11-24 09:45
Core Viewpoint - The company, Nuwei CNC Equipment (Suzhou) Co., Ltd., specializes in the research, development, production, and sales of mid-to-high-end CNC machine tools, with a focus on humanoid robots and high-precision components [2][3][4]. Company Overview - Nuwei CNC is located in Suzhou, Jiangsu Province, and was established on April 29, 1997, with its listing date on September 17, 2021 [8]. - The main business revenue composition includes: large machining centers (41.31%), vertical CNC machines (33.38%), horizontal CNC machines (22.68%), and other machines and accessories (2.14%) [8]. - The company has developed a series of CNC horizontal lathes specifically for the humanoid robot industry, featuring a 30-degree inclined bed structure and modular design to meet high-precision processing requirements [2]. Financial Performance - For the period from January to September 2025, Nuwei CNC achieved operating revenue of 2.07 billion yuan, representing a year-on-year growth of 12.88%, while the net profit attributable to the parent company was 206 million yuan, a decrease of 9.36% year-on-year [9]. - The company has distributed a total of 604 million yuan in dividends since its A-share listing, with 523 million yuan distributed over the past three years [10]. Market Activity - On November 24, the stock price of Nuwei CNC increased by 1.21%, with a trading volume of 43.97 million yuan and a turnover rate of 0.64%, bringing the total market capitalization to 6.865 billion yuan [1]. - The stock has seen a net outflow of 2.96 million yuan from major funds today, with a ranking of 182 out of 244 in its industry [5][6].
工信部启动创建国家新兴产业发展示范基地
中汽协会数据· 2025-11-24 09:13
Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has initiated the creation of National Emerging Industry Development Demonstration Bases to promote the growth of emerging industries in China, aligning with national strategic goals for 2035 and the 14th Five-Year Plan [1][2]. Group 1: Overall Requirements - The initiative aims to guide high-quality development and establish a modern industrial system centered on advanced manufacturing, focusing on key emerging industries [6][25]. - The creation of demonstration bases will emphasize local conditions, central-local collaboration, and the integration of various resources to foster innovation and development [6][26]. Group 2: Creation Objectives - By 2035, the goal is to establish approximately 100 demonstration parks and around 1,000 demonstration enterprises, enhancing innovation capabilities and optimizing the industrial environment [7][26]. - The focus will be on key emerging industries such as new-generation information technology, renewable energy, and high-end equipment [8][28]. Group 3: Demonstration Tasks - Demonstration parks will concentrate on developing industry clusters, enhancing innovation, and improving governance to foster high-quality growth [10][30]. - Demonstration enterprises will focus on product development, technological innovation, and management efficiency to increase market share and revenue [11][32]. Group 4: Evaluation Indicators - Evaluation indicators for demonstration parks include cluster development, collaborative innovation, ecological optimization, and governance improvement [12]. - For demonstration enterprises, indicators will focus on product development, technological innovation, business model innovation, and management effectiveness [12]. Group 5: Creation Cycle and Procedures - The creation period for demonstration bases is set at two years, followed by an evaluation and acceptance process [13]. - The MIIT will oversee the application process, evaluation, and recognition of qualified demonstration bases [15][34]. Group 6: Recognition and Impact Assessment - Successful demonstration bases will be officially recognized and awarded, with a review every three years to assess their impact and effectiveness [17][42]. - Bases that fail to meet standards or engage in misconduct will have their recognition revoked [42].
工信部启动创建国家新兴产业发展示范基地 2035年将培育“千企百园”标杆
Zheng Quan Shi Bao Wang· 2025-11-24 08:48
Core Viewpoint - The Ministry of Industry and Information Technology has launched the creation of national emerging industry development demonstration bases to support new industrialization and modern industrial system construction [1][2] Group 1: Demonstration Base Creation - The demonstration bases are categorized into park-type and enterprise-type, focusing on industrial cluster development, collaborative innovation, ecological optimization, and management efficiency [1][2] - The goal is to establish around 100 park-type and 1,000 enterprise-type demonstration bases by 2035, enhancing industrial innovation capabilities and competitiveness [1][2] Group 2: Key Industries and Dynamic Adjustment - The initiative targets nine key emerging industries, including new generation information technology, new energy, and high-end equipment, with the ability to adjust based on national policies and industry trends [2] - The creation mechanism includes a "total control, batch creation, and entry-exit" principle, with evaluations every two years to ensure quality [2] Group 3: Support Mechanisms - The Ministry will establish a central-local linkage mechanism for policy support and resource allocation, including specialized financing for demonstration bases [2][3] - Financial institutions will be encouraged to develop tailored financial products to support the construction of these bases [2] Group 4: Talent and Innovation Support - Talent needs for the demonstration bases will be integrated into relevant talent plans, with joint training mechanisms established by affiliated universities [3] - The bases will be supported in applying for projects and building innovation platforms, ensuring a focus on practical outcomes without imposing fees or requiring local matching funds [3]
中力股份涨0.74%,成交额4755.94万元,近5日主力净流入-3644.54万
Xin Lang Cai Jing· 2025-11-24 07:34
1、根据2024年年报,公司海外营收占比为51.63%,受益于人民币贬值。 来源:新浪证券-红岸工作室 11月24日,中力股份涨0.74%,成交额4755.94万元,换手率2.53%,总市值147.05亿元。 异动分析 人民币贬值受益+机器人概念+智能物流+注册制次新股+新股与次新股 主力持仓 主力轻度控盘,筹码分布较为分散,主力成交额3644.54万,占总成交额的14%。 技术面:筹码平均交易成本为40.61元 2、根据公司招股说明书:公司自成立以来专注于电动叉车等机动工业车辆的技术研发与产品创新。在 机动工业车辆现有生产技术的基础上,结合行业发展趋势和国内外市场需求,公司以绿色化、数字化、 智能化作为发展方向,充分利用多年技术积累,采用独创的"正向研发" 模式,以客户需求为导向,从 产品外形、功能设计出发,不断开发适应市场需求的产品、工艺与技术,历经多年积淀研发出小金刚、 油改电叉车、搬马机器人等多款具有里程碑意义的产品。公司积极发展和布局移动搬运机器人业务, 2020 年推出具备自动化程度高、灵活性强、安全性好等优势的搬马机器人系列产品,有效减少无效搬 运,降低移动搬运机器人应用门槛。 3、2025年1 ...
赵福全:抓住“新汽车”机遇进行战略布局
Zhong Guo Qi Che Bao Wang· 2025-11-24 07:10
(本文原标题为 世界汽车工程师学会联合会(FISITA)终身名誉主席,清华大学教授、汽车产业与技术战略研究院(TASRI)院长赵福全:抓住"新 汽车"机遇进行战略布局) "'新汽车'是移动的空间、互联的节点、数据的载体、计算的单元、智能的终端、储/供能的装置,也是创新的载体和战略性新兴产业。未来汽车将是 继互联网时代的手机之后万物互联时代最大的'母生态',同时也是新质生产力、新型工业化最大的抓手。"近日,在第二十届中国经济论坛平行论坛 ——"展望'十五五' 巩固车优势"现场,世界汽车工程师学会联合会(FISITA)终身名誉主席,清华大学教授、汽车产业与技术战略研究院(TASRI)院长 赵福全在主旨发言中分享了一系列新思考、新观点。 身处历史巨变的拐点 "站在历史巨变的拐点上,人类社会正在发生翻天覆地的变化;'十五五'将是一个继往开来、承前启后的重要时期。"赵福全谈道,面对百年未有之大 变局,汽车产业需要再盘点、再出发,重新进行战略布局。 "新汽车"时代将迎来革命性变革 人工智能(AI)正在给汽车产业带来一场史无前例的重大变革。 赵福全认为,汽车制造业作为现代工业"皇冠上的明珠",在拥抱AI的大背景下,正加快进 ...
格力博涨2.05%,成交额1699.22万元,主力资金净流出218.02万元
Xin Lang Cai Jing· 2025-11-24 03:13
Group 1 - The core viewpoint of the news is that Greebo's stock has experienced fluctuations, with a notable increase of 24.00% year-to-date, but a decline of 34.04% over the past 60 days [1] - As of November 24, Greebo's stock price was reported at 16.43 CNY per share, with a market capitalization of 7.927 billion CNY [1] - Greebo's main business involves the research, design, production, and sales of new energy garden machinery, contributing 78.01% to its revenue [1] Group 2 - Greebo's industry classification is machinery equipment, specifically in specialized equipment for agricultural machinery [2] - For the period from January to September 2025, Greebo reported a revenue of 3.828 billion CNY, a year-on-year decrease of 3.81%, and a net profit loss of 889.32 million CNY, a significant decline of 1056.63% [2] - As of September 30, 2025, Greebo had 25,500 shareholders, a decrease of 10.84% from the previous period [2] Group 3 - Since its A-share listing, Greebo has distributed a total of 29.996 million CNY in dividends [3] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 1.0547 million shares, which is a decrease of 393,500 shares from the previous period [3]
赛意信息涨2.04%,成交额1.04亿元,主力资金净流入124.50万元
Xin Lang Cai Jing· 2025-11-24 03:08
Core Viewpoint - The stock of Saiyi Information has shown a mixed performance in recent trading sessions, with a year-to-date increase of 26.75% but a decline in the last 5, 20, and 60 days [1][2]. Company Performance - As of November 24, the stock price of Saiyi Information reached 22.98 CNY per share, with a market capitalization of 9.385 billion CNY [1]. - The company has experienced a net inflow of 1.245 million CNY from major funds, with significant buying and selling activities recorded [1]. - For the period from January to September 2025, Saiyi Information reported a revenue of 1.501 billion CNY, a year-on-year decrease of 11.96%, and a net profit of 27.6147 million CNY, down 70.83% year-on-year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 6.40% to 39,000, while the average circulating shares per person decreased by 6.52% to 8,448 shares [2]. - The company has distributed a total of 262 million CNY in dividends since its A-share listing, with 124 million CNY distributed in the last three years [3]. Institutional Holdings - As of September 30, 2025, Huazhang Small and Medium-sized Growth Mixed Fund (040007) is the tenth largest circulating shareholder, holding 4.3112 million shares, an increase of 982,400 shares compared to the previous period [3].
信贷模式向新质生产力转型
21世纪经济报道· 2025-11-24 01:14
记者丨 唐婧 编辑丨杨希 2025年,中国经济总体保持平稳,但有效需求不足仍是主要挑战。在此背景下,银行业展现出 较强韧性:三季度上市银行净息差出现企稳迹象,中收修复提速,资产质量总体可控,信贷结 构持续向新质生产力领域优化。同时,金融监管体系在"防风险、强监管、促发展"的主线下加 速完善,一系列重磅政策的出台为银行业的稳健运行与高质量发展构筑了坚实的制度基础。展 望未来,在宏观政策协同呵护与监管持续引导下,银行业有望在平衡风险与发展的道路上稳步 前行。 内部宏观环境分析: 三季度有效需求仍然不足 2025年前三季度,中国经济运行总体平稳,但三季度以来增长动能有所转弱。国家统计局数据 显示,前三季度我国GDP实现101.5万亿元,按不变价格计算,同比增长5.2%。分季度看,一 季度同比增长5.4%,二季度增长5.2%,三季度增长4.8%。 中国社会科学院金融研究所发布的《2025年第三季度中国宏观金融分析报告》指出,2025年 三季度,我国经济运行较为平稳,在迈向高质量发展的转型过程中不乏亮点。但受多重因素影 响,部分经济指标有所放缓,GDP增长率为4.8%,增速相比前两季度略有下滑,有效需求不 足的问题仍较 ...
AI“湘”助 智绘新型工业化新图景
Zhong Guo Zheng Quan Bao· 2025-11-24 00:48
在不久前发布的"十五五"规划建议中,"新型工业化取得重大进展"被置于"十五五"时期经济社会主要目 标中的显著位置。新型工业化"新"在哪儿?人工智能无疑是重要抓手。"十五五"规划建议强调,全面实 施"人工智能+"行动,抢占人工智能产业应用制高点。 "人工智能正在覆盖千行百业,而数据是智能化的前提与基础。"湖南中南智能装备有限公司董事、湖南 省智能制造协会会长高狄表示。该公司研发团队采集海量数据,攻克传统纺织行业人工检测痛点,推出 具有完全自主知识产权的布匹瑕疵智能检测系统,误检率低于0.1%,已在全国50多条生产线推广,半 年内实现产值4000余万元。 工业和信息化部党组书记、部长李乐成近日撰文指出,将牢牢把握智能化与工业化交汇融合的历史机 遇,锚定实现新型工业化这一战略目标,推动人工智能创新与制造业应用"双向赋能",一端抓技术供 给,一端抓赋能应用,推动人工智能产业高质量发展,全方位、深层次、高水平赋能新型工业化。 近日,中国证券报记者跟随工业和信息化部"新型工业化调研行"走进湖南长株潭城市群,这场以人工智 能赋能为核心的产业变革影响正酣。作为中部地区先进制造业的核心阵地,长株潭产业集群以智能化为 支点,撬动 ...
四十招“组合拳”,精准瞄向制造业新赛道
Xin Hua Ri Bao· 2025-11-23 21:53
□ 本报记者 吕尚泽 日前,中国光大银行推出了"支持新型工业化金融服务方案"(下文简称"方案"),系统性地提出了涵盖 政策、产品、服务、机制创新等40项具体工作举措,旨在构建与新型工业化进程同频共振的现代化金融 服务体系,彰显了国有金融机构服务国家战略的"光大担当"与"光大速度"。 构筑产业创新与供应链韧性"安全网" 新型工业化是以科技创新为驱动,迈向高端、智能、绿色、安全的现代化产业体系进程。其资金需求规 模大、周期长、领域新、风险特征复杂,对传统金融服务模式提出了严峻挑战。 在核心的信贷支持领域,光大银行摒弃"大水漫灌",转向"精准滴灌"。方案明确,将进一步细化对集成 电路、工业母机、仪器仪表等事关国家产业安全和竞争力的重点领域及产业链的行业授信政策。这意味 着,银行将从行业研究、客户准入、审批标准、风险定价、贷后管理等全流程进行优化,使信贷资源更 快速、更顺畅地流向产业链最关键、最急需的环节。值得注意的是,光大银行将目光聚焦于产业链上 的"毛细血管"——创新产业供应链企业,通过定制化的供应链金融产品,解决其因轻资产、高成长性而 面临的融资难题,从而夯实整个产业链根基。 在服务保障层面,光大银行通过建立总 ...