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浦林成山(1809.HK)斩获“年度卓越高端制造企业”,技术创新与全球化布局驱动价值重估
Ge Long Hui· 2025-12-31 01:05
幅提升产品安全属性。炫黑技术Inkteck®、梵塔黑技术等创新突破了传统轮胎的设计边界,成功瞄准中高端市场的用 户需求和痛点。 商用车领域,绿色低滚阻技术助力运输场景降本增效,胎圈增强技术、带束层无限缠绕技术进一步满足复杂运输环境 的要求,提升承载能力,有效保障轮胎耐久性能,延长轮胎使用寿命,从而满足用户对高品质轮胎的需求。 中国制造业步入产业升级新阶段,考验着每家企业的变革能力。在近期公布的2025"金格奖·年度卓越公司"榜单中,浦 林成山(1809.HK)荣获"年度卓越高端制造企业",与奇瑞汽车、赛力斯、速腾聚创、英诺赛科、中国建筑兴业共同跻身 榜单行列。 该奖项授予背后,是专业机构对浦林成山在轮胎制造领域高端化、智能化和绿色化转型成果方面的深度认可,更彰显 出这家深耕行业近半世纪的企业,已在全球轮胎市场构建领先的竞争力,其高端制造实力正逐步转化为穿越行业周期 的经营韧性与长期发展动能。 三重维度,拆解高端制造核心竞争力 站在当前时点下,高端制造的定义涵盖了以技术创新驱动产业升级,以智能制造保障效率品质,以绿色制造契合可持 续发展趋势。 技术创新是高端制造的核心竞争力。目前,浦林成山已构建包括荣成、青岛、 ...
8组数据,见证中国经济向“新”而行
Ren Min Wang· 2025-12-30 21:57
本报记者 汪文正 12月27日,在安徽省阜阳市颍东区正午镇横山村,农机手驾驶植保机械对小麦进行田管作业。 宿 飞摄 (人民视觉) 10月31日,广东中山东部外环高速公路控制性工程香山大桥顺利合龙。中山东环高速建成后将衔接深中 通道、南中高速、中开高速等高速路网,粤港澳大湾区核心城市间的互联互通将得到进一步提升。 新 华社记者 王瑞平摄 近日,四川省乐山市市中区一大型商业购物中心里,消费者在挑选新款手机。 李华时摄(人民视觉) 敦煌光电产业园区是甘肃省光电项目建成最早、集中连片面积最大、装机容量最多的光电产业园区。图 为该产业园区。 王斌银摄(人民视觉) 在湖北省武汉市武昌区一家商场,顾客在选购新能源汽车。 赵 军摄(新华社发) 回望2025年,一个"新"字,是中国经济的关键词。 这一年,中国粮食产量、快递业务量创新高,消费品以旧换新和设备更新动力足,新能源汽车产销两 旺,新能源产业风光无限…… 从粮食生产到物流发展,从汽车工业到绿色能源,本报记者梳理了8组数据,展现中国经济向"新"而行 的昂扬姿态。 超1.4万亿斤:粮食再丰收,气象新 冬至前后,正是小麦田间管理关键期。 在山东,6000多万亩冬小麦已播种结束 ...
巨化股份:打造氟化工领军标杆
Zheng Quan Shi Bao· 2025-12-30 18:16
Core Viewpoint - Juhua Co., Ltd. has solidified its leadership in the refrigerant sector during the 14th Five-Year Plan period, achieving breakthroughs in high-end fluorinated polymers and green energy new materials, while maintaining a focus on high-end, intelligent, and green development [2][3]. Group 1: Business Performance - Juhua's core business in fluorinated refrigerants has achieved global leadership, with the third-generation refrigerant quota reaching 37.86% of the industry total by 2025, and domestic usage quota at 38.77%, both ranking first in the industry [2]. - From 2021 to 2024, Juhua's cumulative operating income is expected to grow by 38%, while total profit is projected to increase by 140% [2]. - In the first three quarters of 2025, Juhua achieved operating income of 20.393 billion yuan and net profit attributable to shareholders of 3.248 billion yuan, representing year-on-year growth of 13.89% and 160.22%, respectively [2]. Group 2: Innovation and Development - Breakthroughs in high-end new materials have been a highlight for Juhua during the 14th Five-Year Plan, with the company achieving domestic substitution in several high-value new material fields through independent research and investment [3]. - Juhua has fully promoted the construction of "digital workshops," completing "zero manual" transformations of major production units, achieving full-process automated control [3]. - The company has maintained a high dividend payout ratio, with cash dividends accounting for approximately 30% of net profit for several consecutive years, totaling 5.973 billion yuan by June 2025, which is 38.11% of cumulative net profit [3]. Group 3: Future Outlook - Looking ahead to the 15th Five-Year Plan, Juhua aims to continue focusing on green development, digital transformation, and innovation-driven upgrades, striving to become a world-class manufacturing base for high-performance fluorinated and chlorinated new materials [3].
巨化股份: 打造氟化工领军标杆
Zheng Quan Shi Bao· 2025-12-30 18:08
Core Insights - Juhua Co., Ltd. has solidified its leadership position in the refrigerant sector during the 14th Five-Year Plan, achieving breakthroughs in high-end fluorinated polymers and green energy new materials [1][2] - The company has adopted a new development philosophy focusing on high-end, intelligent, and green industrialization, establishing a high-performance fluorine-chlorine new materials base [1] Financial Performance - From 2021 to 2024, Juhua's cumulative operating income is expected to grow by 38%, while total profit is projected to increase by 140% [1] - In the first three quarters of 2025, Juhua achieved an operating income of 20.393 billion yuan and a net profit attributable to shareholders of 3.248 billion yuan, representing year-on-year growth of 13.89% and 160.22%, respectively [1] Market Position - Juhua is the only domestic company with a complete series of fluorinated refrigerants from the first to the fourth generation, with a projected market share of 37.86% for third-generation refrigerants by 2025 [1] - The company has maintained a high dividend payout ratio, with cash dividends accounting for approximately 30% of net profit in recent years, totaling 5.973 billion yuan by June 2025 [2] Innovation and Sustainability - Juhua has made significant advancements in high-end new materials, achieving domestic substitution in several high-value sectors through independent research and investment [2] - The company has implemented a "zero manual" transformation in its main production facilities, achieving full automation and significantly reducing carbon emissions through the recycling of by-products [2] Future Outlook - Looking ahead to the 15th Five-Year Plan, Juhua aims to continue its focus on green development and digital transformation, striving to become a world-class manufacturer of high-performance fluorinated and chlorinated new materials [2]
恒逸石化(000703) - 000703恒逸石化投资者关系管理信息20251230
2025-12-30 08:48
证券代码:000703 证券简称:恒逸石化 针对投资者的提问,公司进行回答,具体如下: 1、公司如何看待未来东南亚成品油市场? 恒逸石化股份有限公司投资者关系活动记录表 编号:20251230 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 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) | | | 申万宏源证券、工银瑞信基金、交银施罗德基金、西部利得 基金、银河基金、国海富兰克林基金、华夏基金、招商基金、 | | 参与单位名称 | 富安达基金、兴证全球基金、融通基金、财通资管、国新自 | | 及人员姓名 | 营、申万宏源自营、国泰海通资管、泰康资产、杭银理财、 | | | 旌安投资、孚盈投资、双安资产、复胜资产、伟星资本、敦 | | | 和资管、浙江宝基、巨杉资产等(以上排名不分先后) | | 时间 | 年 月 日,14:00—15:30 2025 12 30 | | 地点 | 公司会议室 | | 上 市 公 司 接 | 副总裁、财务总监兼董事会秘书:郑新刚 待 | | ...
AI驱动中国智造跃升
Xin Lang Cai Jing· 2025-12-29 23:10
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 本报记者 贾 丽 回望2025年,我国制造业全速驶入以人工智能(AI)为重要引擎的新航道。在国内,工业大模型赋能 下,智能转型从"车间的示范点"迅速铺开,标杆工厂提质增效,千行百业迸发发展新动能。在海外,多 个行业技术、方案与标准的系统性输出,正为中国智造赢得全球新坐标。 这一年,《证券日报》记者进工厂、入车间,走访了京津冀、成都、内蒙古等多地的制造基地,从所见 的一幅幅实景中感受到了智能制造发展的新气象。制造业,正成为"AI+"融合应用的重要战场。AI不仅 是驱动新型工业化的核心引擎,也是重塑产业系统的关键变量。中国制造以扎实的产业实践,将智能融 入工业血脉,奋力完成从"规模优势"向"智能优势"的跃迁。 智能制造工程的扎实推进是实现这一跃迁的根基。工业和信息化部数据显示,"十四五"以来,我国已建 成3.5万多家基础级、7000多家先进级、230多家卓越级智能工厂,推动工艺、装备、软件集成创新。 产线深处藏着数字化引擎 在长安汽车的智能工厂,《证券日报》记者的目光被总装线旁伫立的"数字之眼"吸引。它紧盯着经过的 车身上的关键焊点,将数以 ...
“点”上突破 “线”上贯通 “面”上蔓延 AI驱动中国智造跃升
Zheng Quan Ri Bao· 2025-12-29 17:03
Core Insights - China's manufacturing industry is rapidly transitioning into a new era driven by artificial intelligence (AI), with significant advancements in smart manufacturing and industrial transformation [1][7] - The integration of AI into manufacturing processes is reshaping the industry, moving from scale advantages to intelligent advantages, and enhancing productivity and efficiency across various sectors [1][7] Group 1: Smart Manufacturing Developments - Over 35,000 basic-level and 7,000 advanced-level smart factories have been established in China since the start of the 14th Five-Year Plan, promoting innovation in processes, equipment, and software [1] - In smart factories like those of Changan Automobile and Haier, AI-driven systems enable real-time data analysis and personalized production, transforming manufacturing from mass production to customized solutions [2][3] Group 2: Technological Innovations - The introduction of humanoid robots in factories marks a significant evolution in smart manufacturing, with robots performing complex tasks such as precise assembly and quality control [4][5] - Companies like ProRobot are developing flexible robotic solutions that adapt to small-batch, multi-variety production needs, enhancing efficiency and precision [5] Group 3: Sustainability and Digital Transformation - The integration of digital twin technology in factories, such as Lenovo's zero-carbon factory, allows for detailed management of carbon emissions and resource usage, showcasing the synergy between smart and green manufacturing [5] - The push for digital transformation is supported by regional platforms that provide verified solutions and services to facilitate the transition for manufacturers [3] Group 4: Global Integration and Market Positioning - Chinese manufacturing is increasingly integrating into global supply chains, with companies establishing R&D centers abroad and adapting to local standards, thereby enhancing their competitive edge [6] - The narrative of Chinese manufacturing is shifting towards sustainability, with innovations in solar energy, energy storage, and electric vehicles resonating with global decarbonization efforts [6] Group 5: Policy Support and Future Outlook - The Chinese government is actively promoting the digital transformation of the manufacturing sector, emphasizing the importance of AI in enhancing the entire production process from design to supply chain management [7][8] - The ongoing evolution of smart manufacturing is expected to continue, with a focus on deeper integration of AI technologies and the development of skilled professionals who can bridge manufacturing and AI expertise [7][8]
盐城新增83家省级绿色工厂
Xin Hua Ri Bao· 2025-12-29 08:36
本报讯 (记者 苑彩霞) 近日,盐城市在绿色制造和企业创新领域取得双突破。省工信厅公布的2025年 度江苏省绿色工厂、绿色工业园区名单中,盐城市83家企业入选绿色工厂、5家园区入选绿色工业园 区,两项指标均居全省前列。同期,在深圳举办的2025企业科技创新发展论坛上,长城战略咨询发布 《GEI中国潜在独角兽企业研究报告2025》,盐城市4家企业上榜,凸显了该市产业转型与科创培育的 协同成效。 绿色工厂评选聚焦能源低碳化、资源高效化等核心指标。盐城此次入围的83家绿色工厂分布于盐都、东 台、建湖等多地,产业领域涵盖高端装备、新材料、新能源、电子信息、汽车零部件等,形成"多点支 撑、全域协同"的绿色制造发展格局,体现盐城市产业结构优化与绿色升级的深度融合。 潜在独角兽企业是衡量区域创新能级的关键指标。此次盐城入围的4家企业分布于动力电池、智慧物 流、新型半导体等前沿领域:耀宁新能源研发的磷酸铁锂短刀电池通过多项国际严苛测试;中交慧运以 大数据平台整合货运资源;珩创纳米的锂电正极材料出货量全球领先;耀鸿电子的高端覆铜基板性能达 国际先进水平。 ...
云南“十五五”规划建议:做强做优做大资源型产业
Xin Hua Cai Jing· 2025-12-29 05:20
Core Viewpoint - The Yunnan Provincial Party Committee has released recommendations for the 15th Five-Year Plan, emphasizing the strengthening and expansion of resource-based industries through technological advancements and deep processing [1] Group 1: Resource-Based Industries - The plan aims to enhance the position of aluminum, silicon, phosphorus, non-ferrous, and rare metals in the national industrial chain and supply chain [1] - There is a focus on promoting green aluminum towards deep processing and terminal manufacturing, with the goal of establishing a "Green Aluminum Valley" [1] - The initiative includes upgrading the silicon photovoltaic industry and creating major production bases for leading enterprises [1] Group 2: Phosphorus and Non-Ferrous Metals - The development of fine phosphorus chemicals is prioritized, aiming to couple phosphorus resources with new energy battery materials and create a national advanced manufacturing cluster for green phosphorus chemicals [1] - The plan emphasizes the deep processing of non-ferrous metals and the extension of rare metals from materials to devices and equipment, with a focus on building a national advanced manufacturing cluster for rare metals in central Yunnan [1] Group 3: Mineral Resource Exploration and Utilization - A new round of strategic actions for mineral exploration is proposed to promote the exploration, development, and increase of important mineral resources [1] - The plan aims to improve the comprehensive utilization of mineral resources and strengthen the coordinated development of strategic and advantageous minerals [1] - There is an emphasis on the comprehensive utilization of recycled resources such as aluminum, copper, and platinum group metals [1] - The initiative includes the transformation and upgrading of industries such as mining, metallurgy, chemicals, building materials, and light industry [1]
眉山新闻发布会:解码“十五五”制造业高端智能绿色发展新路径
Xin Lang Cai Jing· 2025-12-29 04:48
展望"十五五",眉山将认真贯彻落实省委、市委全会部署,紧扣兴产聚人目标,突出新型工业化主导作 用,因地制宜发展新质生产力,全力推动制造业向高端化、智能化、绿色化迈进,加快打造成渝地区先 进制造创新转化高地。黄文利介绍,重点将从三大方面协同发力: 一是聚焦产业能级提升,夯实高端化根基。眉山将继续壮大以新能源新材料为引领的"1+3"产业集群, 前瞻布局空天信息、生物制造等未来产业。深度融入成渝地区双城经济圈产业分工,加快嵌入锂电、光 伏等国家级产业集群建设。 同时,以打造"西部中试转化基地"为核心,构建"1+N"中试体系,强化企业创新主体地位,推动固态电 池、钙钛矿电池等前沿技术成果在眉山加速转化落地。 二是聚焦数实深度融合,激活智能化引擎。全市将实施"智改数转"诊断全覆盖,建设一批先进级智能工 厂和数字化车间,推动规上工业企业关键工序数控化率大幅提升。积极开展人工智能赋能行动,建 设"新型储能+""空天+"等示范应用场景。夯实数字基础设施,深化"5G+工业互联网"融合应用,推进大 数据中心、智算中心建设,打造数智融合示范区。 12月26日,中国共产党眉山市第五届委员会第十二次全体会议胜利召开。会后,市委举行新闻 ...