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六部门发文,促进服务外包高质量发展
Xuan Gu Bao· 2025-12-15 14:40
据中证报报道,商务部等6部门印发《促进服务外包高质量发展行动计划》,其中提到,到2030年培育 一批具有国际竞争力的服务外包龙头企业,建设一批创新能力强、特色优势产业明显的服务外包集聚 区,提升服务外包数字化、智能化、绿色化、融合化发展水平,显著增加就业人数,使服务外包成为创 新提升服务贸易、创新发展数字贸易的重要组成部分。 中证报指出,服务外包是服务贸易的重要组成部分和数字贸易的重要实现途径,在构建新发展格局中具 有重要作用。云计算、大数据、人工智能、物联网等新兴技术将深度融入服务外包行业,推动行业向数 字化、智能化、高端化方向转型。特别是生成式AI技术的应用,将大幅提升服务外包的效率和质量, 推动行业向智能化、平台化转型。 传统服务模式将向"产业赋能+生态服务"模式升级,服务外包将从单纯的"成本中心"转变为"价值中 心"。服务外包行业将在数字化转型、技术创新和政策支持下实现高质量发展,成为推动服务贸易和数 字贸易的重要引擎。 公司方面,据中证报表示,A股相关概念股有超讯通信 、康龙化成等。 *免责声明:文章内容仅供参考,不构成投资建议 *风险提示:股市有风险,入市需谨慎 ...
岚图汽车李博晓总结岚图2025:速度、质量和高端
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-15 14:38
(原标题:岚图汽车李博晓总结岚图2025:速度、质量和高端) 21世纪经济报道记者 郑植文 实习生陈韵宜 在日前举办的2025新汽车年度盛典上,岚图汽车销售服务有限公司副总经理李博晓接受了21世纪经济报 道记者的专访。 他指出,2025年岚图汽车的三大关键词分别是速度、质量和高端。2025年,岚图汽车取得了超过82%的 同比增长,远远跑赢市场。不只是量在快速地提升,岚图汽车的平均销售单价也在快速提升,比如岚图 梦想家平均单价超过了40万元,"背后支持质量的其实还是技术创新、产品创新。" 今年岚图加快了渠道布局,在用户体验方面创立了一个独特的体制,叫用户共创委员会。 "我们会花很 多的时间跟我们的用户朋友去做交流,他们给了我们很多好的输入和建议,最终都很好地落实到了我们 的产品当中。 随着补贴政策的退坡,岚图也会保持随行就市,但李博晓表示根本在于要确保岚图的产品力始终处于一 个非常有竞争力的格局当中。 ...
HarmonyOS创新赛:用新场景与新体验催生新增长
3 6 Ke· 2025-12-15 14:07
Core Insights - The HarmonyOS Innovation Competition highlights the potential for developers to create and innovate using the HarmonyOS platform, suggesting it is a better choice for future developments [2] - The competition showcases hundreds of innovative results, reflecting the exploration of new application paradigms and growth paths by Chinese developers [2] Group 1: Scene Innovation - The concept of the "fourth space" in smart cockpits is introduced, with HarmonyOS seen as a gateway to the next generation of computing platforms [6] - The CEO of 91Act, Jiang Lei, emphasizes the long-term vision of embracing HarmonyOS as a "career" rather than just a business, highlighting the seamless multi-device experience it offers [8] - Jiang Lei envisions a future where in-car entertainment extends to immersive outdoor interactions, enabled by HarmonyOS's capabilities [9] Group 2: Experience Innovation - BabyBus addresses the challenge of device separation in children's education apps by utilizing HarmonyOS's features to streamline payment processes, significantly improving conversion rates [11] - The integration of HarmonyOS allows for a unified and immersive experience across multiple devices, enhancing the educational journey for children [13] - The development team at BabyBus reports a significant reduction in maintenance costs due to HarmonyOS's distributed capabilities [15] Group 3: Technical Innovation - Migu Video leverages HarmonyOS's edge AI capabilities to offload high-load tasks to user devices, reducing cloud costs and enhancing user privacy [17] - The efficiency of development is dramatically improved, with Migu Video completing in three months what would typically take five years on other platforms [18] Group 4: Efficiency Innovation - The integration of AI in the global minute-level weather service platform, Caiyun Weather, enhances user experience and increases conversion rates through streamlined UI development [20] - The use of HarmonyOS's AI coding assistant improves overall development efficiency by approximately 15% [20] Group 5: Innovation Competition - The 2025 HarmonyOS Innovation Competition signifies the transition of the Harmony ecosystem from its initial phase to a period of value realization, with a focus on creating the next generation of commercial entry points [29] - Developers express confidence in the profitability of using HarmonyOS, citing lower costs and higher gross margins compared to other platforms [24]
国产打印机用近二十年突破垄断
第一财经· 2025-12-15 09:45
Core Viewpoint - The closure of Canon's printer factory in Zhongshan, China, symbolizes a significant shift in the global laser printer market, where domestic brands are rapidly gaining market share at the expense of foreign brands like Canon and HP [3][12]. Market Dynamics - Canon's market share in China has decreased from 7.7% in 2018 to 3.9% in the first three quarters of 2025, while domestic brand BenQ's market share has increased to 23.5% [3][12]. - The share of domestic brands in the Chinese laser printer market has risen from approximately 10% in 2010 to over 40% currently, while foreign brands' share has fallen below 60% [3][12]. Competitive Landscape - BenQ's entry into the printer market was driven by long-term commercial prospects and national strategic needs, particularly concerning supply chain and information security risks [4][12]. - The company faced significant challenges from foreign competitors who quickly reduced prices in response to BenQ's market entry, leading to initial losses [5][12]. Technological Advancements - BenQ has developed over 6,000 patents, establishing a technological moat, and has successfully localized critical components such as the laser scanning unit and main control SoC chip [7][8]. - Lenovo has also transitioned from imitation to independent innovation, increasing the revenue share of self-developed printers from less than 10% to 50% [8][9]. Cost and Pricing Strategy - The "razor-and-blades" business model in the printer industry relies on original consumables for sustained revenue, with domestic brands offering lower-priced alternatives to foreign brands [9][10]. - The cost of consumables has significantly decreased, with Lenovo's toner cartridges priced around 100 yuan compared to over 300 yuan for foreign brands, reducing the cost per A4 page from 0.2-0.3 yuan to 0.07-0.08 yuan [9][10]. Market Growth and Trends - Despite a decline in overall printer sales from 10 million units in 2000 to 7 million units recently, domestic brands have continued to expand their market presence [10][12]. - The penetration rate of home printers in China is only about 10%, indicating significant growth potential as demand for educational and office printing increases [15][16]. Future Outlook - Domestic brands are expected to move towards high-end markets, build AI ecosystems, and accelerate international expansion, particularly in Southeast Asia [14][16]. - The competitive landscape is becoming increasingly challenging, with profit margins under pressure and the industry entering a low-profit era [15][16].
“技术+新能源+出海”,铸就优秀车企成长“利刃”|说商道市
Chang Sha Wan Bao· 2025-12-15 07:08
Group 1 - The core viewpoint of the article highlights that three Chinese automakers, Geely, BYD, and SAIC, have achieved over 90% of their annual sales targets by the end of November 2025, with Geely leading at 93% completion rate [1][2] - Geely's success is attributed to the popularity of its models, including the Geely Xingyuan and the Galaxy series, which have contributed to its strong sales performance [1] - BYD's completion rate of 91% is supported by the widespread adoption of its intelligent technology and the growth of its mid-to-high-end brands, particularly the success of the Tang brand [2] Group 2 - SAIC's sales performance benefits from its strong foundation in traditional fuel vehicles and the emergence of its own brands like "Zhiji" and the collaboration with Huawei on the "Shangjie" brand [2] - The overseas market has become a crucial factor for Chinese automakers in achieving their annual targets, with BYD's overseas sales in November reaching 131,661 units, a 297% increase year-on-year [3] - Continuous technological innovation, adherence to the new energy vehicle strategy, and expansion into overseas markets are identified as key factors for the success of these leading Chinese automakers [3]
年会重头戏!解放动力全新一代NG重型发动机发布
第一商用车网· 2025-12-15 06:53
12月14日,以"智领全球 质赢未来"为主题的一汽解放2026全球合作伙伴大会在成都盛大 开幕。当日下午,NG重型发动机产品焕新发布会隆重召开。 会场 一汽解放党委委员、副总经理王志宇,党委委员、副总经理兼商用车开发院党委书记、院长 王建宇,党委委员、总经理助理兼产品管理部部长彭龙出席会议。30余家客户代表、150 余家经销商代表共300余人参加会议。会议由一汽解放党委委员、总经理助理兼动力总成事 业部总经理、党委书记董亚洲主持。 王志宇致辞 王志宇在致辞中表示,"十四五" 期间,一汽解放在行业逆势中实现稳定增长,发展信心源 于技术创新的深厚积累、高效协同的产品体系以及广大解放"铁粉"的坚定支持。此次推出 全系列焕新的 NG 发动机产品,既是对客户需求的精准回应,也是推动一汽解放"1333"战 略落地、冲刺"中国第一、世界一流"战略目标的关键举措。面向"十五五",一汽解放将持 续以技术创新为核心驱动力,不断推出更多高效、可靠、安全的绿色智能交通运输解决方 案,与合作伙伴携手做大商用车自主产业基本盘。 6SX1 PRO产品 同时,本次迭代升级推出的6SX1 PRO 产品也备受瞩目。作为国内首款批量上市的16L重 ...
中国石油大庆石化“智”造新工具“减”出高效率
Zhong Guo Fa Zhan Wang· 2025-12-15 06:22
Core Insights - The article highlights a significant technological innovation in the DCS team of China Petroleum's Daqing Petrochemical Equipment Maintenance Center, which has improved operational efficiency and precision in equipment calibration [1][3][4] Group 1: Technological Innovation - The DCS team has developed a new portable intelligent function generator weighing only 0.5 kg, which replaces the previous calibration equipment that weighed over 10 kg [3] - This new device allows for precise signal output and can replace two older calibration instruments, enhancing operational efficiency by over 50% [3][4] Group 2: Operational Efficiency - The implementation of the new function generator has freed up team members from routine tasks, enabling them to focus more on equipment maintenance and detailed management [4] - The innovation has established a new path for achieving intelligent operation and maintenance within the DCS team, ensuring stable long-term operation of the equipment [4]
润禾材料携创新产品精彩亮相2025中国国际涂料展
Quan Jing Wang· 2025-12-15 05:16
Group 1 - The 2025 China International Coatings Exhibition was held in Shanghai from November 25 to 27, showcasing leading companies in the fine chemical sector, including Runhe Materials, which aimed to explore deep cooperation opportunities and expand market space [1] - The exhibition covered an area of over 105,100 square meters, attracting more than 1,465 exhibitors from 30 countries and regions, making it a significant platform for promoting global collaboration and innovation in the coatings industry [1] - Runhe Materials presented a range of products including organic silicon leveling agents, defoamers, resin modifiers, and various silicone raw materials, addressing industry needs in leveling, defoaming, and resin performance optimization [1] Group 2 - Runhe Materials has continuously focused on technology and product research and development, establishing a product matrix in various application fields such as electronics/new energy and personal care/medical [2] - The company specializes in the R&D, production, sales, and application services of organic silicon deep-processing products, leveraging over 20 years of experience to build a market-driven, technology-innovation-based development model [2] - Runhe Materials' products are characterized by innovation, high added value, high performance, and strong differentiation advantages, earning the company a prestigious reputation in the organic silicon sector [2] Group 3 - The exhibition served as an important platform for Runhe Materials to showcase its strengths and gain insights into industry trends while connecting with quality resources [3] - The company plans to continue driving technological innovation, refining its product system and service capabilities, and collaborating with industry partners to contribute to the high-quality development of the coatings industry [3]
新疆天业在上交所成功发行5年期科创债+高成长产业债
Zheng Quan Shi Bao Wang· 2025-12-15 04:42
本期债券通过增设特殊投保条款,优化信息披露机制,有效地支持了产业企业通过债券市场新增融资, 为投资者获取、持有、交易和适配资产形成良好助力。(秦声) 近日,新疆天业(600075)在上交所成功发行5年期科技创新公司债券+高成长产业债,发行规模3.43亿 元,票面利率2.55%,系疆内首单国有企业发行的"科创债+高成长产业债"双贴标债券,亦是兵团首单 科技创新公司债券,创下了疆内企业2025年以来发行的同期限、同评级、同品种债券最低利率。 据了解,新疆天业为A股上市公司,新疆生产建设兵团首家上市工业企业,所属行业龙头企业。本期债 券为新疆天业首次发行公司信用类债券,由华龙证券股份有限公司独立主承销,借助上证路演中心开展 线上路演,吸引各类在线投资机构积极参与。 据介绍,本期债券的成功发行,有助于新疆天业落实技术创新资金需求,有效推动新疆天业高质量发 展,拓宽师市上市公司债券市场融资渠道,助力师市企业加速科技成果转化和产业化应用,优化产业布 局,提升核心竞争力。本期债券对兵团及师市债券发行具有良好示范效应,为服务师市"双线绿色转 型"战略任务贡献了重要力量。 ...
数控刀具行业更新
2025-12-15 01:55
Industry Update on CNC Tooling Sector Industry Overview - The tungsten concentrate supply is shrinking due to environmental regulations, cost increases, and overseas restrictions. Demand is benefiting from growth in military and engineering machinery sectors, with supply-demand mismatches expected to persist until the second half of next year, driving price increases [1][2]. - The tool market has seen price increases of 30%-50% year-to-date, effectively covering the rise in raw material costs. Midstream tooling and downstream inventory levels are low, benefiting leading companies with low-cost inventory advantages [1][3]. Key Insights Supply and Demand Dynamics - The price of tungsten concentrate, APT, and tungsten carbide has significantly increased, with rises of 100%-200%. The main reasons for this include a reduction in tungsten concentrate quotas from 62,000 tons to 58,000 tons, a decrease of about 4,000 tons, alongside cost increases and environmental factors [2]. - Demand from downstream industries such as military, engineering machinery, and tungsten wire has grown by approximately 5%, exacerbating supply-demand mismatches and driving prices upward [2]. Price Transmission in the Tooling Market - The price transmission in the tooling market has been smooth, with increases of 30%-50% covering raw material cost pressures. The price increase process is progressing well across all levels of the supply chain [3][4]. Inventory Levels - Current inventory levels in the midstream tooling and downstream distribution channels are low. This is due to weak market demand in previous years and a cautious approach from some companies regarding future price trends [4][5]. Impact of Price Increases - Price increases have led to a clear differentiation between small and large companies. Larger companies with low-cost inventory are at an advantage, while smaller companies lacking inventory are exiting the market due to financial constraints [6]. Downstream Demand Highlights - While overall terminal demand has not fully blossomed, structural highlights exist in sectors such as engineering machinery, aerospace, photovoltaic materials, and wind power. Nuclear power demand is expected to contribute to growth next year, driving the industry growth rate to 5%-10% [7]. Investment Strategy Recommendations - Investment strategies should focus on companies with raw material advantages, such as Zhongtung High-tech, followed by midstream companies with high-value-added processing capabilities. Companies with strong profitability and low raw material consumption should be prioritized [8]. Company Performance and Market Trends - Recent research indicates that leading companies in the tooling industry, such as Zhongtung, Huarui Precision, Oke Yi, and Xinxin, are performing well in terms of market share and competitiveness [9]. - **Oke Yi**: The company has seen a rise in both volume and price since September, with cumulative price increases of about 30% from January to October. Due to tight conditions in the tungsten supply chain, prices are expected to reach new highs in Q1 2026 [9]. - **Huarui Precision**: Focused on high-end products, the company has maintained good sales with distributors and is optimistic about future orders and price trends. They have also launched intelligent industrial software to enhance tool performance detection efficiency [9]. - **Zhongtung**: The company is less affected by quota reductions and is expected to see an increase in mining and smelting profit margins. They are also focusing on AI-related products to maintain a strategic advantage [10]. Future Outlook for the Domestic Tooling Market - The outlook for the domestic tooling market in 2026 is optimistic, driven by increased demand for imported substitutes and the continuous optimization of product structures by leading companies. The exit of many small companies due to financial pressures will provide opportunities for leading firms to expand their market share [11][12].