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邵宇:把握经济转型的结构性机遇 新质生产力与能源转型是关键
Feng Huang Wang Cai Jing· 2025-12-29 09:15
Group 1 - The event "Wanli Tongchun: Huizhu Future - 2025 Anhui Entrepreneurs' Think Tank" was held in Hefei, focusing on capital market dynamics, wealth enhancement, and strategic layout for enterprises [1] - The chief economist of Fudan University's Management School, Shao Yu, analyzed the current and future state of the Chinese economy, highlighting significant structural differentiation during a profound transformation period [4] - Shao Yu emphasized the historical shift in economic momentum, contrasting the market value, revenue, and employee scale of GPU companies with traditional real estate, indicating a transition in economic drivers [4] Group 2 - Exports have shown strong resilience, achieving record surpluses despite a complex international environment, providing solid external support for the Chinese economy [4] - The long-term development of the Chinese economy will be defined by two key factors: the green transition represented by new energy and the development of new productive forces centered on technological breakthroughs [4] - Urbanization in China has room for improvement, with expectations to peak by 2035, which, combined with the new energy transition, will create ongoing development opportunities for regions like Anhui and Hefei that are early adopters of technological industrialization [4] Group 3 - The asset market is witnessing a shift in residents' asset allocation from a real estate-dominated approach to a more diversified strategy [5] - The stock market's long-term healthy development relies on the growth of new productive force enterprises that represent the "national fortune" and the deepening of capital market reforms [5] - Understanding and aligning with the era's main theme of "seeking happiness for the people and rejuvenation for the nation" is crucial for grasping future policy and market directions [5]
2026年关税调整方案公布
第一财经· 2025-12-29 08:58
国务院关税税则委员会发布《2026年关税调整方案》(以下简称《方案》),将自2026年1月1日起实 施。 此外,为增强国内大循环内生动力,根据国内产业发展和供需情况变化,在我国加入世界贸易组织承诺 范围内,取消微型电机、印花机、硫酸等商品的进口暂定税率,恢复实施最惠国税率。 为服务科技发展和技术进步,支持循环经济和林下经济发展,2026年增列智能仿生机器人、生物航空 煤油、林下山参等本国子目。调整后,税则税目总数为8972个。 为持续深化经贸合作,促进区域融合发展,2026年根据我与34个贸易伙伴签署的24项自由贸易协定和 优惠贸易安排,继续对原产于上述贸易伙伴的部分进口货物实施协定税率。 为增强国内国际两个市场两种资源的联动效应,扩大优质商品供给, 2026年对935项商品实施低于最 惠国税率的进口暂定税率。 一是推动高水平科技自立自强,促进建设现代化产业体系,降低压力机用数控液压气垫、异型复合接点 带等关键零部件、先进材料的进口关税。 二是助力推进经济社会发展全面绿色转型,降低锂离子电池用再生黑粉、未焙烧的黄铁矿等资源性商品 的进口关税。 三是加大保障和改善民生力度,助力加快建设健康中国,降低人造血管、部 ...
1月1日起,我国调整部分商品关税税率税目
Xin Lang Cai Jing· 2025-12-29 08:54
国务院关税税则委员会发布《2026年关税调整方案》(以下简称《方案》),将自2026年1月1日起实 施。详情如下: 为增强国内国际两个市场两种资源的联动效应,扩大优质商品供给,2026年对935项商品实施低于最惠 国税率的进口暂定税率。一是推动高水平科技自立自强,促进建设现代化产业体系,降低压力机用数控 液压气垫、异型复合接点带等关键零部件、先进材料的进口关税。二是助力推进经济社会发展全面绿色 转型,降低锂离子电池用再生黑粉、未焙烧的黄铁矿等资源性商品的进口关税。三是加大保障和改善民 生力度,助力加快建设健康中国,降低人造血管、部分传染病的诊断试剂盒等医疗产品的进口关税。此 外,为增强国内大循环内生动力,根据国内产业发展和供需情况变化,在我国加入世界贸易组织承诺范 围内,取消微型电机、印花机、硫酸等商品的进口暂定税率,恢复实施最惠国税率。 为服务科技发展和技术进步,支持循环经济和林下经济发展,2026年增列智能仿生机器人、生物航空煤 油、林下山参等本国子目。调整后,税则税目总数为8972个。 为持续深化经贸合作,促进区域融合发展,2026年根据我与34个贸易伙伴签署的24项自由贸易协定和优 惠贸易安排,继续对 ...
2026年1月1日起我国调整部分商品关税税率税目
Wind万得· 2025-12-29 08:51
据财政部消息,国务院关税税则委员会发布《2026年关税调整方案》,将自2026年1月1日起实施。 为服务科技发展和技术进步,支持循环经济和林下经济发展,2026年增列智能仿生机器人、生物航空煤油、林下山参等本国子目。调整后,税则税目总数 为8972个。 为持续深化经贸合作,促进区域融合发展,2026年根据我与34个贸易伙伴签署的24项自由贸易协定和优惠贸易安排,继续对原产于上述贸易伙伴的部分进 口货物实施协定税率。 为促进与最不发达国家的经贸合作,帮助最不发达国家发展,2026年继续给予43个与我建交的最不发达国家100%税目产品零关税待遇;根据亚太贸易协 定以及我与有关东盟成员国政府间换文协议,继续对原产于孟加拉国、老挝、柬埔寨、缅甸的部分进口货物实施特惠税率。 Wind用户在金融终端输入 ACHA T(Ali ce chat) 千亿级参数智能模型, 能理解复杂金融概念 20年金融数据沉淀,分析能力媲美行业专家 手机和电脑实时联动,确保随时随地高效响应 为用户提供智能化的工作新体验 为增强国内国际两个市场两种资源的联动效应,扩大优质商品供给, 2026年对935项商品实施低于最惠国税率的进口暂定税率 。 一 ...
不锈钢水管发展趋势分析:乐观基调背后的真相
Sou Hu Cai Jing· 2025-12-29 08:41
Market Drivers - The global market for stainless steel pipes is growing at an annual rate of 12%, expected to exceed $4.5 billion by 2025, driven by the dual forces of global water resource crises and health-conscious consumer upgrades [1] - Health concerns are leading to a rigid replacement of traditional pipes, as 80% of diseases are linked to drinking water pollution. Stainless steel pipes, with zero chemical leaching and over 99% antibacterial rate, are becoming the preferred choice in high-end residential, hospitals, and schools [2] - Policy mandates in China are promoting the widespread adoption of corrosion-resistant pipes, with significant subsidies for old pipe replacements. The market potential for replacing outdated pipes exceeds trillions of yuan [3] Technological Breakthroughs - Innovations in material technology are enabling stainless steel pipes to adapt to extreme environments, such as anti-freeze pipes for cold regions and corrosion-resistant pipes for coastal areas, enhancing their lifespan and efficiency [5] - The integration of IoT and big data is transforming stainless steel pipes from mere water transport tools to smart water management systems, significantly reducing leakage rates and maintenance costs [6] Policy Benefits - China's urban water supply network renovation is projected to create a market space worth trillions, with mandatory use of stainless steel pipes in new constructions and significant subsidies for retrofitting old systems [8] - Internationally, legislation in the U.S. and Germany is mandating the use of stainless steel for drinking water systems, further driving market growth [9] Potential Risks - The initial procurement cost of stainless steel pipes remains 2-3 times higher than that of traditional materials, posing challenges in price-sensitive markets [10] - The lack of standardized construction practices and compatibility issues among different brands complicate installation and maintenance, affecting market efficiency [11] - The industry is characterized by low concentration, with high-end products still reliant on imports, reflecting a technological gap in domestic production [12] Future Outlook - The long-term prosperity of the stainless steel pipe industry will depend on technological innovation, green transformation, and ecological collaboration to meet the evolving demands of various sectors [14]
东莞“十四五”重大项目协调发力 打造河畅水清“无废之城”
Zhong Guo Xin Wen Wang· 2025-12-29 08:00
东莞"十四五"重大项目协调发力 打造河畅水清"无废之城" 中新网东莞12月29日电 (记者 许青青)"十四五"收官之际,粤港澳大湾区美丽中国先行区建设如火如 荼。 东莞市29日介绍,五年来,该市锚定减污降碳总抓手,将"推动经济社会全面绿色转型,推动生态环境 保护向更高水平迈进,建设人与自然和谐共生的现代化城市"的生态蓝图,转化为一系列重大项目,为 城市高质量发展筑牢生态屏障。 治水提质:从黑臭河涌到清水绿岸 "十四五"期间,东莞通过管网提质增效、污水处理扩容、生态场景融合等多维发力,推动黑臭水体基本 消除、近岸海域质量稳步改善。 傍晚时分,东莞虎门镇大沙河两岸逐渐热闹起来,市民在此散步休闲。而数年前,这里还是一条少人靠 近的黑臭河涌。 这一转变得益于东莞市东江下游片区水质提升及排水管网提质增效项目(一期)的持续推进。据了解,该 项目覆盖12个镇街、惠及约288万人口,治理流域面积422.3平方公里,通过新建污水管网71公里、雨污 分流管网416.4公里,整治雨污错混接134.3公里等措施,有效缓解了污水直排、管网渗漏等问题。 源头管控的同时,污水处理能力也实现扩容升级。2024年9月,虎门宁洲污水处理厂三期正 ...
加强合作,推动构建韧性地球
Ren Min Ri Bao· 2025-12-29 07:54
Group 1 - The seventh United Nations Environment Assembly concluded in Nairobi, Kenya, focusing on sustainable solutions for building a resilient planet, with nearly 6,000 representatives discussing global environmental governance and sustainable actions [1] - A ministerial declaration was adopted, along with the "2026-2029 Midterm Strategy," addressing key areas such as climate action, biodiversity conservation, land and desertification management, and pollution and waste management [1] - The latest "Global Environment Outlook" report highlighted that land degradation affects over 3 billion people globally, with annual losses of productive land equivalent to the size of Colombia or Ethiopia [1][2] Group 2 - The report projected a 3.4% reduction in global per capita food supply by 2050, with air pollution and plastic waste causing trillions of dollars in economic losses annually [1][2] - Discussions on the "Kunming-Montreal Global Biodiversity Framework" revealed that developing countries face a funding gap of billions of dollars annually to achieve the "30x30" target of protecting 30% of land and marine areas by 2030 [2] - The assembly called for concrete actions to address existing funding gaps and increase overall investment in global ocean protection [2] Group 3 - Kenya's Minister of Environment, Climate Change, and Forestry emphasized the country's commitment to the 2030 Sustainable Development Agenda and the promotion of circular economy solutions [3] - Brazil's Secretary of State for Environment and Climate Change highlighted the importance of cooperation among Global South countries to address pollution and ecological degradation [3] - A side event organized by China's Ministry of Ecology and Environment presented a report on ecological modernization, sharing China's approach to climate change [4] Group 4 - The assembly underscored the urgency of addressing climate change, biodiversity loss, and environmental pollution, with collaborative action being the only viable choice for humanity [4] - China's Vice Minister of Ecology and Environment noted significant achievements in air quality improvement and energy transition, reflecting the country's commitment to climate action [4] - The assembly's vice-chair emphasized the need for long-term sustainable solutions to ensure genuine green transformation [4]
创新驱动化工仓储物流业绿色转型 ——访扬州恒基达鑫国际化工仓储有限公司总经理李伟
Zhong Guo Hua Gong Bao· 2025-12-29 07:17
"这项技术看起来是小改进,但解决了大问题。"李伟介绍说,使用新结构后,设备故障率和维护成本明 显降低,油气回收效率显著提升。该专利已产生实际市场价值——山东顺鑫港务有限公司经过实地考 察,已正式签约引进该项技术,用于其码头油气回收系统升级。 在技术创新的基础上,李伟大力推进仓储作业的智能化转型。在她的推动下,公司率先引入先进的PLC 控制系统,实现对货物接收、仓储管理、发货配送全流程的精准控制与高效调度。这套系统如同企业 的"智能大脑",使作业流程标准化、可视化,大大提升了操作精度和管理效能。 "安全是化工仓储企业的生命线,智能化建设和体系化管理必须双轮驱动。"李伟强调。公司依据交通运 输企业安全生产标准化一级要求,融合ISO9001、ISO14001及ISO45001等国际标准,全面修订了安全管 理制度,构建起一体化生产安全管理体系。这套体系将智能化监控数据与风险管理流程深度融合,实现 了风险超前预警、过程精准管控。 沿着扬州化工园区的长江岸线,一片现代化仓储区映入眼帘:整齐的储罐、繁忙的码头,以及智能化的 作业系统高效运转。这里就是扬州恒基达鑫(002492)国际化工仓储有限公司所在地——长江下游重要 的 ...
东莞“十四五”重大项目协调发力 打造河畅水清 “无废之城”
Xin Lang Cai Jing· 2025-12-29 06:53
Group 1 - The core focus of the article is on the ecological transformation and environmental protection initiatives in Dongguan, part of the Guangdong-Hong Kong-Macao Greater Bay Area, as it aims for high-quality urban development through significant projects [1][3]. - Dongguan has implemented a multi-faceted approach to improve water quality, including enhancing sewage treatment capacity and upgrading drainage systems, resulting in the effective elimination of black and odorous water bodies [3][4]. - The city has invested in the expansion of sewage treatment facilities, such as the third phase of the Humen Ningzhou Sewage Treatment Plant, which will add a daily capacity of 100,000 cubic meters, and the second phase of the Qingshan Xia Ni Sewage Treatment Plant, which features an underground design [3][4]. Group 2 - Dongguan is striving to establish a "waste-free city" by developing a comprehensive resource recycling system, highlighted by the Hai Xin Sha Resource Recycling Base, which integrates waste disposal, environmental technology research, and education [4][6]. - The Hai Xin Sha Resource Recycling Center operates three incineration lines with a daily capacity of 750 tons, processing over 1 million tons of solid waste annually and generating more than 500 million kilowatt-hours of electricity, equivalent to saving 150,000 tons of standard coal [6]. - The green industrial service project at the Hai Xin Sha base aims to address hazardous waste disposal, with a planned capacity of 320,000 tons per year, accounting for 27% of the city's hazardous waste processing capability [6].
能源化工正在重塑全球并购交易格局
Zhong Guo Hua Gong Bao· 2025-12-29 06:37
Group 1: M&A Market Overview - The global M&A market in 2025 has surpassed the previous year's levels, with the energy and chemical sectors contributing over 60% of the transaction value increase, making them a key driver of the M&A market [1] - The surge in M&A activity in the energy and chemical sectors is attributed to the massive energy demand from AI data centers, the acceleration of traditional energy companies' consolidation, and the demand for low-carbon assets due to green transitions [1] Group 2: AI Technology and Energy Sector Integration - The rapid development of AI technology has led to a significant increase in energy consumption by data centers, with a single AI data center consuming as much electricity as 100,000 households, making energy supply a critical bottleneck for tech companies [2] - Companies like Alphabet are actively acquiring energy firms, such as the $4.75 billion acquisition of Intersect, to support their AI data center energy needs, indicating a new trend of "AI infrastructure driving cross-industry M&A" [2] Group 3: Traditional Energy Sector Transformation - Traditional energy companies are also accelerating consolidation and transformation, with the Middle East showing notable M&A activity, where the region's transaction value reached $53 billion in the first nine months of the year, a significant year-on-year increase [3] - The acquisition of chemical companies by traditional energy firms, such as the $13.4 billion acquisition by the UAE, is enhancing their influence in the global chemical market and supporting energy transition efforts [3] Group 4: Strategic Resource Acquisitions - M&A activities in the energy and chemical sectors are increasingly focused on securing key mineral resources essential for developing new energy technologies and facilitating energy transitions, with growing competition for lithium, cobalt, and rare earth elements [4] Group 5: Green Transition as a Catalyst - The global response to climate change has made green transitions a significant catalyst for M&A activities in the energy and chemical sectors, with companies acquiring low-carbon technologies and clean energy assets to accelerate sustainable development goals [5] - In Europe, many energy and chemical companies are integrating green assets through M&A, optimizing their product portfolios to include more environmentally friendly products and services [5] - Future M&A activities in the energy and chemical sectors are expected to remain active, driven by the deepening global energy transition and the integration of technology, particularly AI and big data, which will create new M&A opportunities [5]