223类产品"上新" 秦巴小城多元布局助推产业升级 中新网陕西旬阳11月19日电 题：223类产品"上新" 秦巴小城多元布局助推产业升级 作者 吴西檬 李一璠 俯瞰秦巴腹地、汉水之畔的陕西旬阳，旬河水将小城分为两部分，绿水绕廊、阴阳回旋，宛若一幅天然 太极图。 图为产自陕西旬阳的富硒产品。 吴西檬 摄 在旬阳的产业版图中，新型材料产业作为首位工业产业尤为突出，校企合作进入深度融合新阶段。 安康睿峰玩具礼品有限公司总经理居万元携"SISICAT赛赛猫"智能宠物玩具进行展示，他介绍："这款产 品能够与用户进行智能对话，具备长期记忆和情绪识别功能，可记忆用户喜好，感知情绪变化，实现 了'让玩具开口说话'的功能突破。" 居万元表示，去年以来，睿峰玩具联合安康爱多宝等企业组建了AI毛绒玩具研发中心以推动产品智能 化升级，期待通过智能化产品的研发与应用，为当地毛绒玩具产业从传统加工向科技创意领域升级探索 新路径。 据悉，旬阳毛绒玩具产业自2018年发展至今，已培育4家总部企业，建设86家分厂，遍布21个镇，吸纳 员工3274人，形成年产值8亿余元的产业集群。 本次发布新产品涵盖多个领域，包括性能卓越的新型材料、工艺精湛的 ...

Core Insights - Shanghai consumer companies are leveraging innovation, quality, branding, and international expansion to drive growth and contribute to the city's goal of becoming an international consumption center [12][14]. Group 1: Innovation - Innovation is identified as the key to overcoming growth bottlenecks, with companies like Miaokelan Duo creating a diverse product matrix that appeals to all age groups, achieving a 38% market share in cheese [12][13]. - Long-established brands like Laofengxiang are successfully merging traditional craftsmanship with modern trends, utilizing collaborations with popular IPs to attract younger consumers [12][18]. Group 2: Quality - Quality is emphasized as the foundation of brand strength, with Longtou Co.'s "Fire Cotton" series achieving the highest market share in its category for 28 consecutive years [13]. - Kaien Health holds numerous patents and has received international recognition for its core products, reinforcing its position in the health and wellness sector [13]. Group 3: Branding - Branding is seen as a core asset for long-term development, with companies like Miaokelan Duo and Laofengxiang evolving their brand identities to resonate with modern consumers [13][14]. - Laofengxiang is expanding into the luxury market through strategic partnerships and product diversification, aiming to enhance its brand presence [16][21]. Group 4: International Expansion - Companies are increasingly looking to international markets for growth, with Longtou Co. and Kaien Health actively pursuing overseas opportunities [14][21]. - Laofengxiang is accelerating its global store openings and collaborations to promote Chinese aesthetics internationally [14][21]. Group 5: Financial Performance - Laofengxiang has maintained annual sales exceeding 50 billion yuan, with a target to surpass 100 billion yuan during the 14th Five-Year Plan [20][21]. - Miaokelan Duo reported a revenue of 3.957 billion yuan in the first three quarters of 2025, reflecting a 10.09% year-on-year growth [32].

放眼更广阔的商业图景，企业的价值实现有多重维度。上市只是企业发展的一种方式，更重要的是企业能否在专业 领域持续深耕，能否构建独特的竞争优势，能否在时代变革中保持创新活力。这些深层次的追求，往往比上市本身 更能定义企业的未来。 在资本市场的舞台上，企业的上市进程总是牵动人心。这不仅关乎企业自身的发展阶段，也折射出市场对优质企业 的期待与认可。对于关注企业成长的人们而言，上市既是一个里程碑，更是一段新征程的起点。 在当下的市场环境中，投资者展现出更加理性的判断力。他们不仅关注企业的规模与增速，更看重其商业模式的可 持性、创新能力的持续性，以及治理结构的规范性。那些在这些方面表现出色的企业，自然会获得资本市场的青 睐。 对于关注企业发展的各方而言，与其执着于某个具体时点，不如将目光投向更深远的价值创造。企业的真正价值， 不仅体现在是否上市这个形式，更在于其能否持续为行业带来创新，为客户创造价值，为员工提供成长空间。 在创新驱动发展的时代背景下，资本市场始终向优质企业敞开怀抱。那些坚持长期主义、专注主业创新、恪守商业 道德的企业，终将在资本市场上找到属于自己的位置。这个过程需要耐心，也需要各方给予更多的理解与支持。 ...

问题二：泰国工厂是否完成对北美客户订单的承接？ 证券代码：301193 证券简称：家联科技 宁波家联科技股份有限公司 2025 年 11 月 18 日投资者关系活动记录表 编号：2025-005 | | □分析师会议 特定对象调研 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | 现场参观 | | | □其他 （请文字说明其他活动内容） | | 参与单位名称及人 | 国金证券 赵中平；信达证券 姜文镪；广发轻工 曹倩雯 | | 员姓名 | | | 时间 | 2025 年 11 月 18 日 | | 地点 | 泰国家享有限公司 | | 上市公司接待人员 | 董事长助理 胡王康 | | 姓名 | 证券事务代表 解竣皓 | | | 一、家联科技董事长助理胡王康带领调研人员参观家享公司 生产现场，介绍公司的产品及业务情况。 | | 投资者关系活动主 | 二、公司与调研人员就以下问题进行了探讨 | | 要内容介绍 | 问题一： 公司前三季度外销业务表现如何？ | | | 答：上半年，由于外部贸易形势复杂，公司积极推进对美订单 | ...

项目是产业发展的载体，也是经济高质量发展的基石。长春市狠抓项目建设，扩大有效投资，不断增强 产业发展后劲。 投资规模稳步扩大。数据显示，今年前三季度，全市工业投资同比增长1.2%，较全社会投资增速高10.6 个百分点，占全社会投资比重达23.2%，工业投资的"压舱石"作用愈发凸显。 项目建设高效推进。截至目前，奥来德OLED显示用关键功能材料研发及产业化建设项目、中粮油脂长 春新建60万吨/年油料加工项目等424个5000万元以上工业项目实现开（复）工建设。续建项目稳步推 进，新建项目加速落地，形成了"建设一批、储备一批、谋划一批"的良性循环。 今年前三季度，长春工业经济交出了一份沉甸甸的答卷。这份答卷，是汽车产业转型的坚定步伐，是新 兴产业崛起的澎湃动能，是数字赋能的效率革命，是创新驱动的核心突破，更是项目建设的坚实支撑。 站在新的发展起点，长春工业的"向新"之路必将越走越宽。（来源：长春市工信局） 令人振奋的是长春市成功申建国家制造业新型技术改造城市试点，争取了3亿元国家配套奖补资金支 持。 ...

Core Insights - China's economy continues to show resilience and potential, maintaining a stable growth trajectory despite global economic challenges [1][2] - Key economic indicators remain within a reasonable range, supporting the achievement of annual economic development goals [1] Production Sector - Industrial production remains stable, with a year-on-year increase of 4.9% in the added value of industrial enterprises above designated size [1] - High-tech manufacturing and equipment manufacturing sectors outperformed overall industrial growth, with increases of 7.2% and 8.0% respectively [1] - New product output is experiencing rapid growth, with significant increases in production of new energy vehicles (19.3%), industrial robots (17.9%), and 3D printing equipment (30.8%) [1] Consumption Sector - In October, the total retail sales of consumer goods increased by 2.9% year-on-year, indicating a steady recovery in the consumer market [1] - Notably, consumption upgrade products are growing rapidly, with retail sales of communication equipment and cultural office supplies increasing by 23.2% and 13.5% respectively [1] - Service retail sales accelerated, with a year-on-year growth of 5.3% from January to October, reflecting a 0.1 percentage point increase compared to the first three quarters [1] Investment Structure - Investment structure is showing positive changes, with high-tech industry investment maintaining rapid growth, particularly in information services (32.7%) and aerospace manufacturing (19.7%) [2] - These trends indicate a solid move towards high-quality development and a more pronounced innovation-driven growth characteristic [2] Policy Support - The Chinese government has introduced new policy tools worth 500 billion yuan to enhance local government financial capacity and stimulate effective investment [2] - Measures have been implemented to further invigorate private investment, contributing to improving corporate performance and supporting favorable economic conditions [2] Future Outlook - The 20th National Congress has outlined a development blueprint for the next five years, presenting numerous opportunities for high-quality economic growth [2] - As consumer potential is gradually released and industrial upgrades accelerate, the economy is expected to gain sustained momentum [2]

本报（chinatimes.net.cn）记者胡金华 上海报道 A股并购浪潮之下，越来越多的国际资本将目光投向中国资本市场。 据了解，在上海证券交易所举行的国际投资者大会上，首设并购论坛，齐聚了包括高盛、淡马锡、 KKR等一众全球投资巨头，寻求在"并购六条"政策红利推动之下，如何加速引入境外资本赋能我国产业 发展的新路径。 "上海证券交易所每年都会举办国际投资者大会，但并购论坛是第一次办。自去年以来，A股上市公司 并购重组进入了一个新的活跃周期，折射出中国经济稳中求进、向新求质的整体风貌。A股并购市场已 成为技术创新与产业创新相融合、推动制造业高质量发展的试验场，反映出中国经济增长核心动能由要 素驱动向创新驱动的加速转变。"上交所副总经理王泊在论坛上指出。 淡马锡中国区主席吴亦兵则表示，国际投资者通过整合全球资源，推动被并购企业的运营提效，为企业 在治理创新和国际化方面提供长期价值。中国独特的需求供给迭代生态，形成了强大的创新飞轮效应， 正在孕育出快速成长的世界级领军企业，带来成长型投资机会。 A股并购潮孕育新机遇 上交所国际投资者大会发布数据显示，自去年9月"并购六条"发布以来，沪市公司披露各类并购交易超 ...

11月17日，截至9时33分，化工ETF（516020）盘中表现稳健，场内价格现涨1.4%，成交额为1660.67万 元，基金最新规模为33.18亿元。 成份股方面，彤程新材、盐湖股份和金发科技表现最为突出，涨幅分别达到6.85%、6.32%和4.36%。另 一方面，三棵树、杭氧股份和宏达股份表现较弱，跌幅分别为1.4%、1.22%和0.37%。 消息面上，2025石油和化工行业高新发展大会于11月16日举行，业界共同谋划石化行业"十五五"高质量 发展路径，聚焦创新驱动与绿色转型。此外，11月12日湖北徽阳新材料年产50万吨磷石膏提纯装置主体 结构封顶，该项目采用磷石膏高值化综合利用技术，助力行业绿色升级。 中银国际指出，基础化工行业受关税政策、原油价格波动影响较大，当前市盈率处于历史74.78%分位 数。建议关注"十五五"规划相关子行业、低估值龙头及电子材料领域。中长期看好政策复苏需求、新兴 材料（半导体/OLED/新能源）及供给侧改革下的氟化工、农化等高景气细分。 化工ETF（516020）及其联接基金（联接A：012537，联接C：012538）被动跟踪细分化工指数，该指 数前十大权重股分别为万华化学、 ...

Core Insights - The Chinese government emphasizes the importance of aviation equipment in the development of the manufacturing industry, highlighting the successful commercial flight of the domestically produced C919 aircraft and the accelerated pace of independent research and development of aviation engines during the 14th Five-Year Plan period [1][2] Group 1: C919 Aircraft Development - The C919 aircraft has transitioned from its maiden flight to regular commercial operations, marking a significant milestone in China's aviation industry [2] - The first C919 aircraft, themed "Beautiful Bay Area," was recently unveiled at Guangzhou Baiyun International Airport, showcasing the vibrancy of the Guangdong-Hong Kong-Macao Greater Bay Area [1] - China Eastern Airlines has fully integrated its fleet of 11 C919 aircraft into the new winter-spring flight schedule, making the C919 a key attraction on several premium routes [1] Group 2: Engine Development - The independent research and development of aviation engines is progressing rapidly, with breakthroughs in materials design, software development, and key component manufacturing during the 14th Five-Year Plan [2] - The shift from a trial-and-error development model to a predictive simulation-based approach has significantly shortened the development cycle for complex products [2] - New materials, such as advanced high-temperature alloys and transparent cockpit components, are being developed and widely applied in aviation engines and aircraft manufacturing [2] Group 3: Industrial Chain Integration - The integration of innovation and industrial chains in China's aviation industry is being enhanced through platform building and improved mechanisms, exemplified by the establishment of a complete industrial chain for high-end drones in Sichuan [3] - Domestic production capabilities are being strengthened, reducing reliance on imports and improving product quality and research efficiency [3] - The production of high-end carbon fiber materials, essential for the C919's wing construction, is being supported by local manufacturers, contributing to the overall strength of the aviation supply chain [3] Group 4: Market Potential and Logistics - China has become the country with the largest aviation population globally, with approximately 350 million people flying during the 14th Five-Year Plan period, indicating significant market potential [4] - The aviation logistics sector is recognized as a crucial support for the modern industrial system, with ongoing efforts to enhance service capabilities and address operational challenges through innovative technologies [5]

国家统计局最新数据显示，10月份国民经济延续总体平稳、稳中有进的发展态势，生产供给基本稳定， 就业形势总体稳固，居民消费价格呈现回暖迹象，新动能持续积累壮大。 本月经济数据亦反映出总量增速有所放缓。具体来看，10月份全国规模以上工业增加值同比增长 4.9%，较前值6.5%有所回落；出口同比下降1.1%，较上月8.3%的增速明显回落；社会消费品零售总额 同比增长2.9%，略低于前值3.0%。这些变化受季节性波动、基数效应、竞争秩序规范以及前期"抢出 口"等因素共同影响，并不改变中国经济长期向好的基本趋势。 值得关注的是投资增速面临的挑战。1—10月，全国固定资产投资同比下降1.7%，较前三季度降幅扩 大。分产业看，第一、二产业投资仍保持增长，但第三产业投资下降5.3%，成为主要影响因素。民间 投资同比下降4.5%，若扣除房地产开发投资，则民间投资实现小幅正增长，同比增长0.2%。 投资放缓受多重因素影响。从主体看，外部环境复杂严峻，企业投资回报率承压，市场主体决策更趋谨 慎。这一现象具有全球共性，据联合国贸发会议2025年报告，全球外国直接投资已连续两年收缩，今年 上半年继续下滑。从结构看，我国房地产行业深度调 ...