Workflow
新三样
icon
Search documents
广东肇庆新能源汽车产业加快崛起 迈向千亿元产值
Zhong Guo Xin Wen Wang· 2026-01-14 05:41
许晓雄表示,小鹏汽车在肇庆累计下线整车超50万辆、相当于不到6分钟就有1辆汽车驶出肇庆工厂;该 市100多家规上汽配企业深度嵌入全国新能源汽车供应链。 中新网广州1月14日电 (记者 程景伟)广东省肇庆市委副书记、市长许晓雄14日在广州表示,"十四五"期 间,肇庆新能源汽车产业加快崛起,加快迈向千亿元产值。 广东省人民政府新闻办公室当日举行"'十四五'广东成就"肇庆专场新闻发布会,许晓雄在会上介绍,"十 四五"期间,肇庆在产业发展新动能上迈出一大步,精准对接新质生产力需求,在"新三样"产业风口中 抓住了新能源汽车和新型储能这"两样",打造出新能源汽车、金属加工2个千亿级的产业以及新型储 能、电子信息、绿色建材、新材料4个五百亿级产业集群,产业格局实现战略性重塑。 同时,肇庆从无到有建成华南地区最大的储能生产基地,年产值已达400亿元,瑞庆时代累计达成电池 产量近100GWh(吉瓦时),璞泰来等头部企业落地发展,金晟新能源冲进全球独角兽榜单。 此外,肇庆传统产业也找到了转型升级的发展路径,当地金属加工企业往高端装备金属部件方向转型, 年产值超1200亿元;建材产业加快集群化、绿色化发展,年产值超500亿元,"含 ...
我国已发布“新三样”国家标准五十七项
Xin Lang Cai Jing· 2026-01-10 18:28
Core Insights - China has released a total of 57 national standards related to the new energy vehicle, lithium battery, and photovoltaic industries, with 13 standards for new energy vehicles, 2 for lithium batteries, and 42 for the photovoltaic sector [1] Group 1: National Standards Overview - The national standards released include guidelines for electric vehicle remote services, battery swap safety requirements, charging and discharging systems, lithium battery coding rules, green product evaluations, and ground-mounted photovoltaic modules [1] - The "new three samples" industries have been identified as strategic emerging industries, with clear development directions and goals set by the government [1] Group 2: Future Standards Development - By 2025, the State Administration for Market Regulation plans to implement 167 national standard projects for the "new three samples" industries, including 57 revised or newly established standards in the new energy vehicle sector focusing on safety, product quality, carbon footprint, battery recycling, and performance evaluation [2] - In the lithium battery sector, 30 new national standards will be developed, emphasizing product safety, classification, quality management, and green low-carbon initiatives [2] - The photovoltaic sector will see the establishment of 80 national standards, concentrating on product quality safety, energy consumption limits, new high-efficiency photovoltaic battery components, and intelligent operation and maintenance of photovoltaic systems [2] Group 3: Implementation and Promotion - The State Administration for Market Regulation will accelerate the development of national standards for the "new three samples" industries and enhance the promotion of existing standards through various means [2] - Collaboration with relevant departments will be initiated to ensure the industry accurately understands and implements the standards, aiming for effective application and rapid realization of the standards to drive high-quality development in these sectors [2]
2025年长江干线“新三样”货物运输增势迅猛
Zhong Guo Xin Wen Wang· 2026-01-08 09:11
中新网武汉1月8日电 (武一力汤倩玲彭宏恺)记者从长江海事局8日召开的新闻发布会获悉,2025年以 来,长江干线运输的新能源汽车、锂电池、光伏产品"新三样"货物增势迅猛,长江干线船舶载运新能源 汽车全年进出港105.6万辆、同比增长165%,锂电池3.8万标箱、同比增长49%,光伏产品(以储能产品为 主)1万标箱、同比增长42%。 近年来,长江海事局创新实施"一箱制"运输模式,对在长江港口装箱、经沿海枢纽港中转出口的"新三 样"货物,实行"一次申报、一箱到底、结果互认"。企业仅需在始发港完成一次申报和装箱查验,后续 中转港直接认可结果,避免了重复作业。 2025年9月,长江海事局与上海海事局签订协议,针对长江干线和长三角地区的"新三样"货物水水中 转,实施"一箱制"运输模式。截至目前,中转船舶艘次和出口箱量分别同比增长了53.28%和228.14%, 物流链条显著畅通。 此外,长江海事局还发布了《船舶载运"新三样"集装箱货物海事监管与服务指南》,并开通"新三样"货 物审批绿色通道,实行"即申即核、优先办理、限时办结"服务,平均审批时间压缩25%。将监管关口前 移至生产企业装箱环节,全面推行"预约开箱"机制,并 ...
转向价值共创:新能源光伏等战略新兴产业亟需系统性政策引领
2025年,反"内卷"成为年度最强音。 据业内人士表示,"内卷"的土壤之一,是地方保护与市场分割。一些地方为追求本地GDP,通过违规的 税收、土地等优惠政策,盲目招商引资,导致产能重复布局和低效竞争。中央财经委员会会议已明确要 求纵深推进全国统一大市场建设,依法依规治理低价无序竞争。下一步,必须严格执行《全国统一大市 场建设指引》,集中力量攻坚整治各类显性与隐性的地方保护主义,确保要素在全国范围内自由流动, 让企业在同一套公平的规则下比拼。 "光伏产业'反内卷'治理初见成效,但不止要在硅料环节,还要硅片、电池、组件环节,甚至辅料环节 都能达成,才算行业治理达成目标。"光伏组件龙头天合光能董事长高纪凡如此说道。 针对多重挑战,在上述行业大会上,企业领袖已经形成共识:在监管上,要在于设立清晰、不可逾越的 竞争红线,恢复市场最基本的公平属性;在产业政策上,发挥强有力的导向作用,推动产业结构向高端 化、差异化演进;在技术上,要依靠自主创新和原创技术,提高产品技术标准和质量标准,加速现有产 能改造升级。 事实上,光伏产业反内卷必须超越对个别企业价格行为的简单纠偏,转而构建一个系统性、多层次的政 策框架,以法治化、市场化 ...
20cm速递|发改委定调新三样发展!光伏从价格战转价值竞争,持仓股迈为股份领涨15%,创业板新能源ETF华夏(159368)低开调整
Mei Ri Jing Ji Xin Wen· 2025-12-29 02:21
2025年12月29日,A股三大指数涨跌不一。创业板新能源ETF华夏(159368)低开,回调1.73%。盘面 上,光伏板块盘初拉升,迈为股份大涨15.50%,泰胜风能上涨6.26%,捷佳伟创上涨2.07%,截至发 文,创业板新能源ETF华夏(159368)成交额达1786万元,居同类基金首位。 (文章来源:每日经济新闻) 创业板新能源ETF华夏(159368)是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业,涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 (159368)高弹性,涨幅可达20cm;费率最低,管理费和托管费合计仅为0.2%;规模最大,截至2025 年11月30日,规模达7.32亿元;成交额最大,近一月日均成交7275万元。其储能+固态电池占比近 90%,契合当下市场热点。 消息面上,12月26日,国家发改委发表《大力推动传统产业优化提升》指出,对新能源汽车、锂电池、 光伏等"新三样"产业,关键在于规范秩序、创新引领。"十五五"时期,要综合整治"内卷式"竞争,维护 公平竞争环境,提高行业集中度,打造全球技术领先高地。规范市场竞争秩序,深入实 ...
多省份前11个月外贸规模超去年
第一财经· 2025-12-18 15:35
Core Viewpoint - The article highlights significant growth in foreign trade for several provinces in Central and Western China, with many reporting that their total import and export values for the first 11 months of the year have already surpassed the total for the previous year [3][4]. Group 1: Trade Growth Data - Provinces such as Anhui, Shaanxi, Henan, Hubei, Xinjiang, and Gansu have all reported import and export growth rates exceeding 10%, with total values surpassing last year's figures [3][6]. - Anhui's total trade value reached 901.57 billion yuan, a year-on-year increase of 15.3%, with exports at 605.26 billion yuan (up 15.9%) and imports at 296.31 billion yuan (up 14%) [5]. - Shaanxi's trade value was 472.04 billion yuan, showing a 13.7% increase, with exports at 326.7 billion yuan (up 16.6%) and imports at 145.34 billion yuan (up 7.8%) [5]. Group 2: Comparison with National Growth - The overall national trade growth for the first 11 months was only 3.6%, indicating that the growth in these provinces significantly outpaces the national average [6]. - The growth rates for Hubei, Gansu, Anhui, Xinjiang, Shaanxi, and Henan were reported as 19.3%, 18.5%, 15.3%, 14.1%, 13.7%, and 13.5% respectively [7]. Group 3: Impact of New Energy Products - The export of new energy products has been a major driver for trade growth, particularly in Qinghai, where exports of such products reached 2.68 billion yuan, a 6.4-fold increase, accounting for 51% of total exports [9]. - In Anhui, exports of "new three samples" products (electric vehicles, lithium-ion batteries, and photovoltaic products) totaled 85.29 billion yuan, growing by 88.2% and making up 14.1% of the province's total exports [9][10]. Group 4: Changes in Trade Structure - The contribution of private enterprises to foreign trade growth is increasing, with Henan reporting that private enterprises accounted for 66.6% of the province's total trade value [11]. - The shift in trade dynamics is attributed to the relocation of industries to the Central and Western regions, with foreign-invested enterprises previously dominating the trade landscape [10].
再创历史!靠的不是运气
Sou Hu Cai Jing· 2025-12-12 00:28
海关总署公布了今年前11个月的外贸数据,2025年我国货物贸易顺差首次突破1万亿美元大关,创历史 新高。这一数字不仅是量的跨越,更是质的宣言。在外部环境风高浪急、脱钩断链噪音不绝于耳的背景 下,中国外贸非但没有如某些西方观察者预言般"断崖式下跌",反而逆势上扬、稳中有进。 这一历史性成绩的取得,不是偶然的运气,而是全球市场规律与中国产业韧性共同作用的必然结果。 如果说几十年前的顺差更多依靠以量取胜的汗水经济,那么今天的突破,则更清晰地标注了中国产业由 大变强的升级轨迹。万亿美元顺差不是单一产品的偶然冲高,而是产业体系能力长期积累后的一次集中 呈现。 细看这份顺差的结构变化,质量和技术含量同步提升,整体附加值持续攀升。以电动汽车、锂电池、太 阳能电池为代表的"新三样",正在从增长亮点走向关键支撑。它们的意义不止在于出口规模的扩张,更 在于中国外贸的竞争逻辑正在发生变化:过去更依赖价格与规模,如今更依赖技术迭代、产业配套和交 付确定性。"新三样"的崛起说明中国外贸竞争力正在从价格优势转向技术迭代与全链条能力。 "新三样"能够形成持续竞争力,根子在于产业链的完整与协同。中国是世界上唯一拥有联合国产业分类 中全部工业 ...
浙江外贸前11月增长5.3% 新兴市场与民企拉动显著
Core Insights - Zhejiang's foreign trade performance in the first 11 months of the year is strong, with total import and export value reaching 5.06 trillion yuan, a year-on-year increase of 5.3%, outperforming the national average by 1.7 percentage points [1] - The province's exports amounted to 3.83 trillion yuan, growing by 7.1%, while imports were 1.23 trillion yuan, with a modest growth of 0.1% [1] Trade Market Performance - ASEAN has solidified its position as Zhejiang's largest trading partner, with a trade value of 786.81 billion yuan, increasing by 15.4%, contributing 40.9% to the province's overall trade growth [2] - The EU is the second-largest trading partner, with a trade value of 770.14 billion yuan, growing by 8.3% [2] - Exports to emerging markets such as ASEAN, Latin America, the Middle East, and Africa have seen significant growth, with increases of 16.1%, 10.0%, 12.0%, and 15.4% respectively [2] Product Export Structure - The "new three items" (solar products, electric vehicles, and lithium-ion batteries) have shown remarkable performance, with exports reaching 120.2 billion yuan, a growth of 23.3% [2] - Mechanical and electrical products exports totaled 1.79 trillion yuan, growing by 8.8%, while labor-intensive products and high-tech products also saw increases of 3.9% and 10.7% respectively [2] Import Dynamics - Mechanical and electrical product imports grew significantly, reaching 218.42 billion yuan, an increase of 21.8%, with notable growth in aircraft and computer components [3] - Consumer goods and agricultural product imports also increased, with growth rates of 8.7% and 10.6% respectively [3] Role of Private Enterprises - Private enterprises are the backbone of Zhejiang's export sector, accounting for 82.1% of the province's total import and export value, with a total of 4.16 trillion yuan in trade, growing by 7.0% [4] - Companies like Xinglei Compressor Co., Ltd. have successfully diversified their markets, moving from a focus on Europe to emerging markets in Southeast Asia and Latin America [5] Strategic Market Approaches - Companies are adopting differentiated strategies for various markets, such as providing factory brand solutions in Europe while offering comprehensive sales solutions in Southeast Asia and South America [5] - The establishment of joint ventures, such as the one between Lio Group and Saudi Al Mousa Group, highlights the trend of private enterprises expanding their manufacturing capabilities abroad [5]
从产品出海到产业链布局
Shan Xi Ri Bao· 2025-12-08 00:29
Core Insights - The article highlights the significant role of the China-Europe Railway Express in enhancing trade and logistics between China and Central Asia, particularly benefiting companies like Aijiu Group and Shaanxi Automobile Group [1][2][6] Group 1: Aijiu Group's Operations - Aijiu Group has imported over 120,000 tons of feed wheat through the China-Europe Railway Express from January to September this year [1] - The company has established a comprehensive supply chain system involving Kazakhstan, facilitating local agricultural development through "order agriculture" and joint planting initiatives [1][2] Group 2: Shaanxi Automobile Group's Expansion - Shaanxi Automobile Group has developed a high-end product line, including the X5000 and X6000 models, which compete with European truck brands [2] - The company has set up localized production networks in Central Asian countries, including KD factories in Kazakhstan and Tajikistan, to reduce logistics costs and improve market responsiveness [2][3] Group 3: Collaborative Growth - Shaanxi Automobile Group's customized "one country, one vehicle" model addresses specific needs in different countries, enhancing customer satisfaction [3] - Supporting enterprises like Handan Axle and Fast Gearbox are also expanding their exports, with Handan's export expected to grow by 12% in 2024 and Fast Gearbox's exports exceeding $300 million [4] Group 4: Localized Strategies and Market Expansion - Shaanxi enterprises are actively participating in the overseas industrial chain, with Shaanxi Automobile establishing factories in 15 Belt and Road countries and Fast Gearbox gaining certifications for its products in Europe [5] - The province of Shaanxi is leveraging major trade events to expand its market presence, with the China-Europe Railway Express facilitating a total import and export value of 35.25 billion yuan in the first ten months of the year [6]
“十四五”头四年广东外贸进出口年均增长6.5%
Zhong Guo Xin Wen Wang· 2025-11-28 05:43
Core Insights - Guangdong's foreign trade has shown resilience and vitality during the "14th Five-Year Plan" period, with an average annual growth rate of 6.5% in imports and exports over the first four years, maintaining the top position in the country for 39 consecutive years [1][2] - The province's foreign trade reached significant milestones, surpassing 8 trillion yuan in 2021 and 9 trillion yuan in 2024, with a total of 7.8 trillion yuan in imports and exports from January to October this year, reflecting a year-on-year growth of 3.7% [1] - The diversification of foreign trade markets has been notable, with average annual growth rates of 7.8% in trade with the EU, 7.5% with ASEAN, and 8.1% with countries involved in the Belt and Road Initiative, with the latter accounting for 38.3% of the province's total trade [1] Group 1 - The cross-border e-commerce sector in Guangdong has experienced robust growth, with an average annual increase of 44.1% over the first four years of the "14th Five-Year Plan," reaching a total of 746.2 billion yuan last year, which accounts for nearly 40% of the national total [2] - Exports of "new three items" including lithium batteries, electric vehicles, and photovoltaic products have seen an average annual growth of 33.1% [2] - Guangdong has successfully cultivated several export industry clusters, including two trillion-yuan clusters (electronic information and modern light industry), one 500 billion yuan cluster (AI products), and eight hundred billion yuan clusters across various sectors [2] Group 2 - The province has made efforts to balance imports, establishing six major import bases for commodities, electronic components, aircraft, automobiles, agricultural products, and mid-to-high-end consumer goods, along with three national import demonstration zones [2] - These initiatives have effectively reversed the long-standing weakness in Guangdong's import sector [2]