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全球粤商力撑,广东投资风起
记者丨吴佳楠 杨雨莱 叶卓铮 编辑丨林曦 李依农 视频制作丨李群 当"中国经济第一大省"广东正在激活投资动能的时候,粤商成为一股关键力量。 9月28日—30日,2025世界粤商大会在广州召开。这场每两年召开一次的大会,既是粤商崭露发展新形 象的舞台,也是广东招商引资、聚合资源的一个重要契机。今年,来自全球60个国家和地区的近千名粤 商代表参会,其中不乏世界500强、中国500强、广东省民营企业100强企业。 他们并非空手而来,也没有空手而归。仅现场签约的项目就有24个,总投资额达444.58亿元,涵盖人工 智能、半导体、网络与通信等重点产业领域,聚焦科技创新、深耕实体经济、联动海内外资源的特性异 常鲜明。 众所周知,广东是民营经济大省。截至8月末,广东全省登记在册民营经济组织1925.17万户,同比增长 6.47%,占全省经营主体总量的96.45%。其中,私营企业834.53万户,同比增长10.6%;个体工商户 1090.64万户,同比增长3.52%。这就是粤商的多元生态。有与会嘉宾打趣地说,广东的特产是"老板"。 但是,"老板们"也正处于全球经济周期新旧交替、市场竞争日益激烈的环境下,粤商又该如何拓展全球 ...
专访牛津亚太首席经济学家卢姿蕙:科创将长期支撑中国增长
在全球经济不确定性加剧的背景下,亚洲经济仍显韧性。面对挑战,亚洲经济体保持稳健的动力是什 么? 近日,牛津经济研究院亚太首席经济学家卢姿蕙在接受南方财经记者专访时指出,今年亚洲多国经济表 现亮眼,部分得益于美国关税政策引发的"提前下单"效应,支撑了出口的表现。 她同时强调,"对未来几个季度部分亚洲经济体的增长势头保持相当乐观",原因在于更多积极因素正陆 续显现:一方面,各国政府的支持性政策将陆续落地;另一方面,已有研究表明,亚太区域合作的深化 可部分对冲美国保护主义政策的负面冲击,从而缓解全球波动带来的压力。 谈及中国,卢姿蕙认为,提升生产率的关键在于科技进步与创新。凭借人工智能等前沿技术的持续突 破,中国经济有望保持长期增长动能。 南方财经:近年来,中国正在加快推动科技创新,推动高质量发展。如何评价科技创新对中国长期增长 的作用? 另一方面,中国正在向价值链上游发展,转向生产工艺更复杂、附加值更高的产品,这也为东盟和印度 一些低附加值产品的制造业和出口商提供了填补空缺的机会。 南方财经:《区域全面经济伙伴关系协定》(RCEP)等自由贸易协定正在推动亚太经济合作,为供应链 优化和长期增长提供支持。区域合作会成 ...
牛津亚太首席经济学家卢姿蕙:科创将长期支撑中国增长
Sou Hu Cai Jing· 2025-09-30 23:09
来源:21世纪经济报道 在全球经济不确定性加剧的背景下,亚洲经济仍显韧性。面对挑战,亚洲经济体保持稳健的动力是什 么? 近日,牛津经济研究院亚太首席经济学家卢姿蕙在接受南方财经记者专访时指出,今年亚洲多国经济表 现亮眼,部分得益于美国关税政策引发的"提前下单"效应,支撑了出口的表现。 她同时强调,"对未来几个季度部分亚洲经济体的增长势头保持相当乐观",原因在于更多积极因素正陆 续显现:一方面,各国政府的支持性政策将陆续落地;另一方面,已有研究表明,亚太区域合作的深化 可部分对冲美国保护主义政策的负面冲击,从而缓解全球波动带来的压力。 谈及中国,卢姿蕙认为,提升生产率的关键在于科技进步与创新。凭借人工智能等前沿技术的持续突 破,中国经济有望保持长期增长动能。 南方财经:近年来,中国正在加快推动科技创新,推动高质量发展。如何评价科技创新对中国长期增长 的作用? 卢姿蕙:科技创新非常重要。在中国,要提升生产率,核心途径可以是依靠科技进步和创新。中国本身 拥有庞大的工业基础,制造业大约占国内生产总值的四分之一。如果能够推动制造业升级,提升工业生 产水平,将对中国的长期增长产生深远而积极的影响。 再比如人工智能,以及其 ...
全球粤商力撑 广东投资风起
当"中国经济第一大省"广东正在激活投资动能的时候,粤商成为一股关键力量。 9月28日~30日,2025世界粤商大会在广州召开。这场每两年召开一次的大会,既是粤商崭露发展新形 象的舞台,也是广东招商引资、聚合资源的一个重要契机。今年,来自全球60个国家和地区的近千名粤 商代表参会,其中不乏世界500强、中国500强、广东省民营企业100强企业。 他们并非空手而来,也没有空手而归。仅现场签约的项目就有24个,总投资额达444.58亿元,涵盖人工 智能、半导体、网络与通信等重点产业领域,聚焦科技创新、深耕实体经济、联动海内外资源的特性异 常鲜明。 这是广东投资潜能的一个缩影,也是粤商在经济高质量发展中加码投资广东的新逻辑。 "广东确实是太特殊了,创业环境非常好,也很宜居,我永远不会离开这里。"具身智能行业企业帕西尼 创始人许晋诚说。 广东省工商联主席、研祥高科技控股集团董事局主席陈志列表示,要"再造一个新广东",还需要更多新 鲜血液的加入,欢迎来自未来产业、战新产业和传统产业在内的任何领域的企业到广东投资、赚钱。 科技突围 "我是一名在广东扎根近二十年的创业者,自2007年创业起,我们始终扎根于广东这片创业热土,亲 ...
30岁博彦科技「加码」新加坡,以AI与开放生态重塑全球化叙事
3 6 Ke· 2025-09-30 13:41
Core Insights - 博彦科技 has launched its "Singapore Innovation Center" and announced a new overseas investment strategy, marking a significant step in its 30-year journey and a response to the evolving global market landscape [1][2][10] Group 1: Strategic Initiatives - The establishment of the Singapore Innovation Center is aimed at creating a collaborative ecosystem, emphasizing the importance of partnerships and shared growth [1][11] - 博彦科技 signed MOUs with 美锦能源, 文华在线, and 百胜软件 to deepen strategic cooperation, reinforcing its commitment to building a win-win ecosystem [2][4][7] - The choice of Singapore as a base for expansion is strategic, as it is viewed as a neutral and trustworthy location that enhances product credibility in the international market [8][10] Group 2: AI and Business Strategy - The company is shifting from an "AI-driven" approach to an "AI-empowered" model, integrating AI into clear business objectives rather than treating it as a standalone strategy [12][15] - 博彦科技's overseas investment strategy focuses on supporting brands in their international expansion by providing essential technological infrastructure, particularly in digitalization and AI capabilities [15][16] - The collaboration with 拉环咖啡 exemplifies this approach, where 博彦科技 aids in strategic financing and the development of an intelligent IT system to optimize operations and reduce costs [16] Group 3: Talent and Cultural Challenges - The discussion highlighted the need for a shift in talent development, emphasizing the importance of practical experience and soft skills in the AI era [18][19] - 博彦科技 advocates for localized management teams in global operations, ensuring that strategies are tailored to specific markets rather than imposed from a distance [19][20] - The overarching theme of the event was the necessity of collaboration and shared wisdom in navigating the complexities of globalization [20]
30岁博彦科技「加码」新加坡,以AI与开放生态重塑全球化叙事
36氪· 2025-09-30 13:08
9月18日,新加坡的空气中弥漫着热带的湿润。一家来自中国的科技服务公司——博彦科技,选择在这里为其三十年的征程,再次开启一个崭新的篇章。 在这场以"让全球市场触手可及(Global Reach Within Your Grasp)"为主题的论坛上,博彦科技对外宣布了两件大事:正式启动其"新加坡创新中心",并 公布了全新的海外投资战略。这并非是一次寻常的海外业务扩张,放在更宏大的时空背景下——今年恰逢博彦科技成立三十周年,其新加坡分公司也恰好 走过了十年历程——这更像是一场精心设计的战略"落子",棋盘之上,是全球化与人工智能交织的未来三十年。 博彦科技创始人兼董事长王斌在开场致辞中明确指出,未来企业的竞争力不仅源于技术的突破,更在于与合作伙伴共同构建开放共赢的生态体系。这预示 着一个深刻的变革——这家曾通过服务多家全球500强巨头而成长起来的公司,正逐步进化为一个创新生态的构建者。 全球化 不是一场独行, 而是需要汇聚顶尖智慧的联合远征。 博彦科技创始人兼董事长王斌 在发布会现场,博彦科技与美锦能源、文华在线和百胜软件等三家企业正式签署MOU,全面深化战略合作,这进一步佐证了博彦科技在构建共赢生态体 系的决心, ...
2025 I.S.E.S. 中国峰会圆满举行:以创新与协作,共绘半导体产业新蓝图 (首日)
半导体芯闻· 2025-09-30 10:24
Core Insights - The International Semiconductor Executive Summit (I.S.E.S. China 2025) held in Shanghai gathered global semiconductor leaders and Chinese industry elites to discuss the future of the semiconductor industry and foster collaboration [1][2]. Group 1: Industry Trends and Challenges - The summit emphasized the importance of building a global communication bridge in the semiconductor industry, especially amidst complex geopolitical challenges [2][4]. - The rise of China's semiconductor equipment industry was highlighted, showcasing local achievements and future goals [6]. - The global semiconductor industry faces fragmentation risks due to geopolitical tensions, which could lead to increased costs and challenges in maintaining a cooperative global supply chain [7]. Group 2: Opportunities in AI and Market Expansion - AI's rapid adoption presents both opportunities and challenges for China, which could become a significant player in the AI field, despite current dependencies on U.S. technology [7]. - The summit discussed the potential for Chinese semiconductor companies to expand into the Middle East markets, which are characterized by ample funding and strong development intentions [4]. Group 3: Automotive Semiconductor Innovations - The summit featured discussions on the transformation of the automotive industry through semiconductor technology, focusing on trends in electric and intelligent vehicles [11][13]. - Bosch's advancements in silicon carbide (SiC) technology were showcased, with over 42 million SiC MOSFETs delivered to leading Chinese automakers, indicating a strong push for green energy solutions in the automotive sector [15]. - The importance of reliability and quality standards for automotive-grade chips was a key topic, with various experts discussing strategies to overcome challenges in this area [19]. Group 4: Future Directions and Innovations - The summit explored the evolution of power semiconductor technologies, including SiC and gallium nitride (GaN), and their implications for electric vehicles and industrial systems [21][22]. - The market outlook for semiconductors was optimistic, with projections indicating that the semiconductor market could reach $1 trillion by 2030, driven by innovations in GaN technology [34]. Group 5: I.S.I.G. and Industry Collaboration - I.S.I.G. aims to create a global collaboration platform for the semiconductor industry, facilitating connections among industry leaders, government agencies, and academic experts to address challenges and seize opportunities [43][44]. - The organization has gathered over 230 member companies, forming a robust ecosystem that spans the semiconductor supply chain [44].
定义“家庭能源入口”:挚达科技“三位一体”生态模式重塑家用充电桩估值逻辑
Zhi Tong Cai Jing· 2025-09-30 04:27
Core Insights - The article highlights the competitive landscape of the electric vehicle (EV) industry, focusing on the transition from quantity to quality, particularly in the home charging station segment, where Zhidatech is positioned as a leader [1] - Zhidatech's "three-in-one" business model, which integrates products, services, and a digital platform, is seen as a key differentiator that supports its global, digital, and intelligent strategy [2][6] - The company is poised to capitalize on the growing home charging station market, projected to reach RMB 7.2 billion in 2024, with Zhidatech holding a 13.6% market share in China and 9.0% globally [1][4] Group 1: Business Model and Market Position - Zhidatech's home charging stations represent a high-potential segment within the EV market, characterized by a strong business model and significant growth opportunities [1] - The company's revenue structure is diversified, with a focus on service and platform-derived income, which is expected to enhance profitability [4] - The "growth flywheel" concept illustrates how quality hardware, user data, and exceptional service create a self-reinforcing cycle that drives customer loyalty and sales [3] Group 2: Strategic Initiatives - Zhidatech's globalization strategy involves deep localization and partnerships, allowing it to transition from a product seller to a solution provider in various markets, including Thailand and Qatar [6][7] - The digital platform serves as the backbone for operational efficiency and innovation, facilitating the transition from hardware to a comprehensive energy management service [7] - The company's advancements in automation, particularly with its sixth-generation "Ling She" robot, position it as a leader in intelligent charging solutions, enhancing user experience and operational efficiency [8][9] Group 3: Future Outlook - Zhidatech's strategic focus on global, digital, and intelligent initiatives is expected to redefine its market position and drive future growth [5][6] - The integration of digital solutions with hardware sales is anticipated to create a multi-faceted revenue model, expanding the company's growth potential [7] - The company's commitment to innovation and technology, particularly in smart charging solutions, is seen as a critical factor in maintaining a competitive edge in the evolving EV landscape [8][9]
海外零部件巨头系列十:电装:日系Tier1标杆借势、精进、全球化
Minsheng Securities· 2025-09-29 08:50
——海外零部件巨头系列十 民生汽车 崔琰(SAC NO:S0100523110002) 2025年9月29日 * 证券研究报告 * 请务必阅读最后一页免责声明 01 电装:日系Tier1标杆 借势、 精进、全球化 引言 我们坚定看好智能电动变革造就中国汽车产业做大做强的历史性机遇,传统燃油车时代欧美日整车厂占据主导地位,诞生博世、大陆、采埃孚、麦格纳、李尔、电装、爱 信精机等欧美日零部件巨头,而在智能电动车时代,中国车企有望实现弯道超车,带动产业链共同成长,叠加中国速度和性价比优势,相信必将也会诞生领先全球的自主 车企及零部件巨头。 他山之石可以攻玉,我们将重磅打造海外零部件系列深度,探究全球头部Tier 1的成长历史和转型方向,为中国汽车零部件的发展提供借鉴。本篇报告为《海外零部件巨头 系列十:电装:日系Tier1标杆 借势、精进、全球化》,通过复盘全球第二大汽车零部件巨头日本电装的发展历史,深度分析其成功原因,并梳理其在智能电动领域的布局, 发现和研究国产供应商能够学习的先进经验。 通过对具有代表性的海外零部件巨头的崛起过程进行多方位的梳理归纳,我们发现: 证券研究报告 1 * 请务必阅读最后一页免责声明 ...
2.8万亿市场下,餐饮供应链朝五大方向升级
Sou Hu Cai Jing· 2025-09-29 06:19
文|红餐网 近年来,随着全国餐饮收入增速出现了明显放缓,当下餐饮行业正经历着从"增量" 迈向 "存量" 的关键转型期。在人力、租金、食材等成本持续上涨,叠 加餐饮人均消费价格不断下滑等压力下,餐饮品牌纷纷将"降本增效、差异化突围"作为核心目标。在此背景下,餐饮供应链作为支撑行业发展的幕后"英 雄",其重要性愈发凸显。 那么,如今的餐饮供应链呈现出怎样的态势?又有哪些新趋势、新动向正在重塑行业格局?为此,红餐产业研究院发布了《餐饮供应链趋势发展报告 2025》。 餐饮供应链日益完善,企业的角色正从支持者转变为驱动者 据国家统计局数据,2024年全国餐饮收入近5.6万亿元,同比增长5.3%。2025年1—8月,全国餐饮收入超过3.6万亿元,同比增长3.6%,增速出现了明显放 缓。 近年来,我国餐饮行业的连锁化率持续提升,行业集中度与标准化程度不断提高。美团数据显示,全国餐饮连锁化率从2020年的15%稳步上升至2024年的 23%。未来,中国餐饮连锁化率仍然有较大提升空间。 随着餐饮连锁化率的提升,连锁品牌对食材品质、食品安全、供应稳定性、产品创新等提出了更高的要求,推动着餐饮供应链向更标准化、专业化的方向 发展 ...