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行业研究、行业周报:关税博弈落地,煤炭重回供需逻辑-20250519
Shanxi Securities· 2025-05-19 07:52
相关报告: 动力煤:库存走低,夏季备库需求待发。本周产地煤矿生产基本维持正 常水平。需求方面,南方降雨频繁,水电出力增加,叠加北方气温回升,港 口堆煤出货压力增加;下游复工及基建仍有待提高,工业原料用煤支撑减弱; 北方港口煤炭调入低于调出,煤炭被动去库,港口煤价维持弱势。进入二季 度中下旬,国际贸易环境有所改善,非电用煤需求或有所恢复;同时,内外 贸价差倒挂,预计国内进口煤减少,临近夏季备库需求,国内动力煤价格中 枢预计继续下降空间不大。截至 5 月 16 日,环渤海动力煤现货参考价 629 元/吨,周变化-2.18%;广州港山西优混 610 元/吨,周变化-8.96%;欧洲三 港 Q6000 动力煤 658.20 元/吨,周变化-7.78%。5 月 16 日,北方港口合计 煤炭库存 3047 万吨,周变化-1.99%;长江八港煤炭库存 763.00 万吨,同比 -0.52%;本周环渤海港口日均调入 175.69 万吨,调出 181.79 万吨,日均净 调出 6.10 万吨。 分析师: 冶金煤:外贸环境改善,冶金煤继续去库。煤矿冶金煤生产供应维持正 常。需求方面,本周降准降息政策落地,中美日内瓦联合声明发布后 ...
发展环境持续优化 《2024年度中小企业发展环境评估报告》今日发布
news flash· 2025-05-19 02:00
发展环境持续优化 《2024年度中小企业发展环境评估报告》今日发布 金十数据5月19日讯,今天(19日),中国中小企业发展促进中心发布《2024年度中小企业发展环境评 估报告》。中国中小企业发展促进中心政策研究处处长金铁鹰表示,问卷数据显示,九成以上企业在市 场准入、要素保障、政务服务等方面均表示满意,44个参评城市的综合信用指数较上年有所提升。随着 全国统一大市场建设持续深入推进,中小企业市场环境优化成效较为显著。 (央视新闻) ...
省供销合作总社党组书记、理事会主任张建军走进“在线访谈”节目为农强流通 务农拓销售 兴农锻生态
Xin Hua Ri Bao· 2025-05-18 23:41
供销合作社作为党领导下的为农服务的综合性合作经济组织,是推动我省农业农村高质量发展的一 支重要力量。江苏省人民政府网、新华日报、交汇点新闻客户端、中国江苏网和"北京西路瞭望"微信公 众号联合推出"在线访谈"节目,邀请江苏省供销合作总社党组书记、理事会主任张建军,就"健全供销 社现代流通体系,激发农产品市场消费潜力"主题,与网友进行分享交流。 "170700","一体两业三网"这样建 在现场,"170700"这个数字引起记者和网民关注。 "这是我们'一体两业三网'建设中的一个目标任务。"张建军解释,"一体两业三网"即以构建全省上 下贯通、整体协调、高效运转的现代经营服务体系为目标,以做大做强农业社会化服务和农村流通两大 主业为重点,以省龙头企业为引导、市县社为平台、基层社为阵地,打造覆盖全省的农业社会化服务 网、农村现代流通服务网、农产品冷链物流骨干网。 据介绍,为解决传统流通渠道存在的环节多、成本高、信息不畅等问题,规划到2030年基本建 成"从田头到餐桌江苏供销农产品直供配送体系"。"1"是指1个省级运营平台,牵头直供配送网络的建设 运营,全力铸就一流配送体系。"70"是指70个区域配送中心,推动省、市、县 ...
河南引领新食尚
He Nan Ri Bao· 2025-05-18 23:37
Group 1 - The 22nd China (Luohe) Food Expo serves as a platform for showcasing innovations in the food industry and fostering new consumption growth [2][4] - The event highlights new trends, technologies, and products in the food sector, emphasizing the integration of Henan's food industry into the national market [2][6] - The expo attracted 1,268 exhibitors from 12 countries and 26 provinces, showcasing a wide range of food products and innovations [15][16] Group 2 - Companies like Sanjianjieke Food Technology Co. have partnered with the Central Plains Food Laboratory to accelerate the development of functional dairy products, leading to successful new product launches [4][5] - Luohe Weikang Biotechnology Co. has established a large probiotic strain resource library and is focusing on the integration of probiotics with traditional food to enhance product value [5][6] - The Central Plains Food Laboratory has become a key player in food innovation, collaborating with numerous enterprises to address technical challenges and improve product offerings [8][9] Group 3 - The food industry in Henan is experiencing a transformation driven by technological innovation, with a focus on high-quality, health-oriented products [6][10] - The establishment of a modern food industry cluster is a strategic goal for Henan, aiming to integrate into the national unified market [13][17] - The development of a cold chain logistics system is crucial for enhancing the competitiveness of Henan's food products in national markets [19] Group 4 - The use of data analytics to understand consumer preferences is essential for companies to adapt their products and improve market penetration [20] - The expo has facilitated international collaborations, attracting major global food companies to Luohe, enhancing the region's position in the food industry [16][17] - Luohe's food products, including sugar substitutes and probiotics, are gaining international recognition, with significant export volumes [17]
21社论丨做强国内大循环,推动我国经济行稳致远
21世纪经济报道· 2025-05-17 07:34
做强国内大循环,关键是建立自主完备的产业链供应链,补上中国产业链供应链短板弱项, 这样才能避免受各种"卡脖子"风险,继续保持国内生产与消费的循环畅通。与此同时,通过 科技创新与产业创新,加强核心技术和前沿技术攻关,不断提升传统产业优势与新兴产业的 全球竞争力,满足市场对于供给侧高质量的升级需求。 畅通国民经济循环关键是扩大内需,培育完整内需体系,增强国内大循环需求牵引力。多年 以 来 , 我 国 将 实 施 扩 大 内 需 战 略 同 深 化 供 给 侧 结 构 性 改 革 有 机 结 合 起 来 , 供 需 两 端 同 时 发 力、协调配合,形成需求牵引供给、供给创造需求的更高水平动态平衡,进而实现国民经济 良性循环。 当前,与供给侧相比,我国主要面对社会总需求不足的问题,供需存在一定的失衡。而总需 求不足主要体现在消费存在短板,要使内需成为拉动经济增长的主动力和稳定锚,做强国内 大循环,就必须着重以消费提振畅通经济循环,以消费升级引领产业升级。 大力提振消费,促进国内大循环,首先要扩大就业,促进居民增收减负;其次,要将更多资 金资源"投资于人",服务于民生,提高社会保障水平。根据近日央行发布的第一季度货币 ...
做强国内大循环 推动我国经济行稳致远
Zheng Quan Ri Bao· 2025-05-16 16:27
Core Viewpoint - The State Council emphasizes the importance of strengthening the domestic circulation to enhance economic stability and competitiveness in the face of global uncertainties [1][2] Group 1: Key Aspects of Strengthening Domestic Circulation - The focus on efficient allocation of resources and factors, aiming to eliminate local protectionism and market segmentation, while promoting a unified national market [2][3] - The integration of technological and industrial innovation, with an emphasis on tackling key core technologies and promoting the industrial application of scientific achievements [2][4] - The need for a self-sufficient and complete industrial and supply chain, enhancing regional cooperation and specialization to improve resilience in industrial development [2][4] Group 2: Economic Policy and Market Dynamics - The dynamic balance between supply and demand is crucial, with policies aimed at boosting consumption and addressing consumption shortfalls to lead industrial upgrades [2][5] - The importance of a smooth economic circulation, which includes breaking down market barriers and reducing institutional transaction costs to facilitate resource allocation [5] - The role of leading enterprises in driving collaboration among small and medium-sized enterprises to enhance the overall stability and competitiveness of the industrial chain [4][5]
湖南省自然资源全要素市场入湾区推介会在深圳举办,推动湘粤深度合作
Sou Hu Cai Jing· 2025-05-16 09:57
精彩导读 5月16日,湖南省自然资源全要素市场入湾区推介会在深圳成功举办。本次活动作为2025年湖南—粤港澳大湾区经贸合作交流会的关键部分,由省自然资 源厅、省人民政府驻广东办事处、省商务厅联合主办,旨在依托全国首个省级自然资源全要素市场平台,促进"湖南资源"与"湾区资本""湾区智慧""湾区 技术"深度融合。活动吸引了粤港澳大湾区近600家企业及机构踊跃参与,为湘粤两地经济合作搭建起重要桥梁。 省委常委、常务副省长张迎春出席并讲话,省人民政府副秘书长毛朝晖主持会议,省自然资源厅党组书记、厅长、省自然资源总督察李全胜,省人民政府 驻广东办事处党组书记、主任敖琢分别致辞,自然资源部开发利用司副司长周霆等领导嘉宾出席。 张迎春指出,湖南省自然资源全要素市场深入贯彻党中央、国务院关于全国统一大市场建设和要素市场化配置改革决策部署,坚持全品类集成,实现了资 源科学配置;坚持数字化赋能,促进了信息全面贯通;坚持全流程服务,助力了项目高效落地。下一步,湖南将充分发挥湖南省自然资源全要素市场的作 用,让广大企业家进一步了解湖南、走进湖南、投资湖南,携手共创美好未来。湖南也将凭借优质项目储备,夯实合作根基;打造一流营商环境,厚 ...
中国交通“第五极”为中部崛起注入发展新动能
Zhong Guo Xin Wen Wang· 2025-05-16 08:56
2024年召开的中部地区崛起座谈会就指出,加强现代化交通基础设施体系建设,强化中部地区的大通道 格局。 一碗热干面的酱香尚未散去,刀削面的臊子香已飘至眼前。 近日,武汉、合肥、南昌、长沙、太原、郑州联合发起《中部六省省会城市交通运输协同发展合作倡 议》,提出携手构建中部国际性综合交通枢纽集群,共同打造中国交通"第五极"。 从武汉江汉路到太原柳巷,跨越近千公里的双城早午餐,未来将被高铁压缩在4小时之内。 这不仅仅是时空距离的缩短,人口、信息、资金等要素的跨域速配,正在重塑中部地区的竞争力。 中国交通"第五极"。 目前,成渝地区双城经济圈与京津冀、长三角、粤港澳大湾区,共同构成了国家综合立体交通网主骨架 的"四极"。 谁会成为中国交通"第五级",备受外界关注。 从自身交通综合实力来看,湖北和河南都是各大区域间往来绕不开的两个省份,武汉和郑州在中部地区 都是以"通"著称。 如,在高铁通达度上,郑州、武汉不分伯仲,都远超其他中部省会。据国铁集团郑州局去年10月发布信 息,郑州5小时高铁旅程可直达123个城市。武汉地区每天开行始发高铁也达到近500列,通达全国28个 省会城市。二者都是全国"高铁朋友圈"最广的城市。 曾 ...
因势利导优化经济布局
Jing Ji Ri Bao· 2025-05-15 22:05
Group 1 - The core viewpoint emphasizes the importance of scientifically formulating and effectively implementing national development plans as a key experience in governance and a political advantage of socialism with Chinese characteristics, crucial for maintaining strategic continuity and stability [1] - The current period is critical as China approaches the end of the "14th Five-Year Plan" and prepares for the "15th Five-Year Plan," necessitating a strategic optimization of the economic layout to strengthen the modern industrial system and enhance national development security [1] - The adjustment and optimization of the economic layout are seen as essential responses to complex external environments and domestic development contradictions, serving as strategic support for constructing a new development pattern [1] Group 2 - The focus on domestic demand as the main driver and the reinforcement of the "dual circulation" strategy is highlighted, with an emphasis on the increasing role of consumption in economic growth and the need to enhance manufacturing advantages [2] - The need to break down administrative barriers for efficient allocation of production factors is discussed, advocating for a unified national market and better cross-regional flow of resources such as land, labor, capital, and data [2] - The importance of regional economic optimization through differentiated positioning and complementary advantages is emphasized, aiming to enhance overall competitiveness [2] Group 3 - The dual-driven approach to promote innovation development and green transformation is underscored, with a focus on integrating industrial upgrades with ecological benefits under the "dual carbon" goals [3] - The necessity to seize opportunities in the digital economy and accelerate the digital transformation of traditional industries is highlighted, aiming to reshape industrial competitiveness through collaborative innovation [3] - A systematic approach and bottom-line thinking are recommended for adjusting and optimizing the economic layout, emphasizing the importance of development and security coordination [3]
李强在做强国内大循环工作推进会上强调 把做强国内大循环作为推动经济行稳致远的战略之举
证监会发布· 2025-05-15 14:34
李强指出,内需为主导、内部可循环是大国经济的独有优势。要围绕加快构建新发展格局,把做强 国内大循环摆到更加突出的位置,统筹实施扩大内需战略和深化供给侧结构性改革,不断提升经济循环 的质量和层次,促进国内市场和国际市场高效联通,以国内大循环更好牵引国际循环。结合现阶段我国 发展实际,做强国内大循环重点要体现在四个方面。一是资源要素的高效配置,进一步消除地方保护和 市场分割,深化要素市场化配置改革,加快推进全国统一大市场建设。二是科技创新和产业创新的深度 融合,加强关键核心技术和前沿技术攻关,推进科技成果产业化应用,打造一批新产业新赛道。三是产 业链供应链的自主完备,发挥各地优势加强专业化分工、地区间协作,持续补链强链拓链,增强产业发 展韧性。四是供给和需求的动态平衡,加快补齐消费短板,推动经济政策着力点更多转向惠民生、促消 费,以消费升级引领产业升级,以优质供给更好满足需求。 李强指出,要聚焦制约经济循环的关键问题和薄弱环节,在促进经济持续向好中夯实做强国内大循 环的基础。要精准有效帮扶外贸企业,切实帮助解决实际困难,有效应对外部冲击。要千方百计稳定就 业,支持企业稳岗,扩大各领域特别是服务业就业,突出解决高校 ...