Group 1 - The Export-Import Bank of Jilin Province focuses on policy-oriented financial functions and supports the development of foreign trade industries in Jilin Province [1] - A loan of 40 million RMB was provided to Jilin Logistics Group to support the construction of the China-Europe Railway Express "Belt and Road" flagship project [1] - Jilin Logistics Group operates the China-Europe Railway Express and has established a new route from Changchun to Moscow [1] Group 2 - The Export-Import Bank of Jilin Province will continue to leverage its role as a policy bank and enhance support for foreign trade enterprises and international logistics companies [2] - The bank aims to improve Jilin Province's level of openness and assist foreign trade enterprises in growing stronger [2]

Core Viewpoint - The successful launch of the "Lanzhou-Moscow" international cargo route by Gansu Civil Aviation Logistics Company marks a significant step in enhancing air freight connectivity between Western China and Eastern Europe, establishing a new "air silk road" [2][3] Group 1: Route Launch Details - The "Lanzhou-Moscow" cargo route was inaugurated on June 26, with a TU-204 cargo aircraft landing at Lanzhou Zhongchuan International Airport [2] - The inaugural flight is set to carry 27 tons of goods and will depart for Moscow on June 27, with plans for 2 to 3 flights per week for regular operations [2] Group 2: Strategic Importance - The launch of this route is seen as a strategic opportunity for Gansu Civil Aviation Logistics Company to leverage the historical moment of the new terminal's operation at Lanzhou Airport [3] - The route aims to significantly improve cargo transport efficiency between Northwest China and Russia, contributing to a more stable, rapid, and efficient air logistics service system [2] Group 3: Future Plans and Market Focus - The company plans to optimize route layouts and refine service measures to enhance the air cargo hub's influence and support trade with countries involved in the "Belt and Road" initiative [3] - There is a focus on boosting cross-border e-commerce and cold chain logistics, aiming to create new trade channels with Russia and Central Asia [3]

Group 1 - The 9th China-South Asia Expo and the 29th China Kunming Import and Export Fair were successfully held in Kunming, Yunnan from June 19 to June 24, 2025 [1] - Industrial and Commercial Bank of China (ICBC) Yunnan Branch acted as a strategic partner and provided sponsorship support for the expo, aiming to assist Yunnan in becoming a radiation center towards South Asia and Southeast Asia [3] - ICBC Yunnan Branch set up a payment facilitation service desk at the expo to assist foreign guests with payment services, including currency exchange and product consultations [5] Group 2 - The expo featured a new "Living in Yunnan" pavilion, where ICBC Yunnan Branch was the only bank focusing on elderly finance, hosting a promotional event on pension financial services [7] - ICBC Yunnan Branch offered 187 selected investment products for individual pension contributors, creating a product matrix of "stable savings + diversified investment + long-term protection" [7] - The bank also introduced a one-stop elderly-friendly service combining online and offline support, including low-position ATMs and a mobile banking version designed for seniors [7] Group 3 - ICBC Yunnan Branch continued to participate in the Trade Worry-Free platform, providing clients with consultations and services related to settlement, financing, foreign exchange, and digital finance [9] - The bank has leveraged Yunnan's geographical advantages to enhance its financial services, particularly in supporting the Belt and Road Initiative and cross-border settlement services for provincial enterprises [10] - The expo serves as an important platform for promoting economic and cultural exchanges between China and South Asian countries, with ICBC Yunnan Branch committed to contributing more financial support for the modernization of Yunnan [10]

Core Viewpoint - The event "Financial Empowerment '1269' to Assist Jiangxi Enterprises Going Global" aims to support Jiangxi enterprises in international expansion through comprehensive financial services and policy guidance [1][4][13] Group 1: Event Overview - The conference was held on June 27 in Nanchang, organized by the Jiangxi Provincial Department of Commerce and the Jiangxi Provincial Local Financial Supervision Administration, with the Industrial and Commercial Bank of China (ICBC) Jiangxi Branch as the host [1][4] - Over 60 representatives from key industries such as electronic information, textiles, food, and machinery manufacturing attended the event [1][4] Group 2: Government and Financial Institutions Collaboration - The event serves as a practical measure to support the Belt and Road Initiative and cultivate new advantages for Jiangxi's foreign investment cooperation [4][8] - ICBC Jiangxi Branch aims to leverage its global network and technological advantages to provide diversified financial services for Jiangxi enterprises [4][6] Group 3: Financial Services and Support - ICBC Jiangxi Branch has been actively enhancing cross-border financing, global cash management, and risk management services to support enterprises in their international endeavors [6][12] - Since 2024, the bank has processed cross-border settlements totaling $30 billion and cross-border financing of nearly $3 billion, serving over 1,700 foreign-related enterprises [12] Group 4: Knowledge Sharing and Market Insights - Experts from various ICBC international branches shared insights on market opportunities, financial policies, and compliance requirements in key investment regions such as Southeast Asia and Latin America [11] - The event included discussions on the advantages of Thailand's industrial parks and legal frameworks, providing valuable information for Jiangxi enterprises [11]

Group 1 - The company, Green Power, has signed a strategic cooperation agreement with Asia United Infrastructure Holdings Limited to promote mutual development and long-term collaboration [1] - The cooperation will focus on regions including East Asia, Southeast Asia, and West Asia, particularly in countries and regions participating in the Belt and Road Initiative [1] - This agreement is a preliminary framework and intention agreement, which does not require approval from the company's board of directors or shareholders [1] Group 2 - The implementation of the contract will not have a significant impact on the company's operating performance for the current year before the contract becomes effective and is executed [1]

Core Insights - Xi'an's total import and export value from January to May reached 190.96 billion yuan, with a year-on-year growth of 11.5%, surpassing the national growth rate by 9 percentage points [1] - Exports totaled 133.57 billion yuan, increasing by 16.2%, while imports were approximately 57.4 billion yuan, growing by 1.8% [1] Trade Composition - Processing trade accounted for 903.7 billion yuan, a slight increase of 0.2%, representing 47.3% of the total trade [1] - General trade saw a significant increase of 33.6%, totaling 721.8 billion yuan, making up 37.8% of the total [1] - Bonded logistics contributed 226.1 billion yuan, accounting for 11.8% of the total [1] Regional Trade Performance - Trade with ASEAN countries reached 32.69 billion yuan, up by 33.7% [1] - Trade with Taiwan surged by 71.3% to 24.41 billion yuan [1] - Trade with the EU increased by 39.5%, totaling 22.43 billion yuan [1] - Trade with Malaysia grew by 50.9%, reaching 17.27 billion yuan [1] - Trade with the US and Russia were 10.34 billion yuan and 8.96 billion yuan, respectively [1] Foreign Investment and Enterprise Performance - Foreign-invested enterprises in Xi'an had a total import and export value of 116.77 billion yuan, growing by 11.5% [2] - Private enterprises reported 63.6 billion yuan in trade, a growth of 3.8% [2] - State-owned enterprises saw a remarkable increase of 108.3%, totaling 9.96 billion yuan [2] Export Product Breakdown - Mechanical and electrical products accounted for 1,180.7 billion yuan in exports, representing 88.4% of total exports [2] - Integrated circuits exports were 51.39 billion yuan, growing by 8.3% [2] - Automotive exports increased by 49%, totaling 26.24 billion yuan [2] - "New three items" exports reached 27.43 billion yuan, with a growth of 34.6% [2] - Other notable exports included agricultural products at 1.82 billion yuan, steel at 2.66 billion yuan (up 572.8%), and plastic products at 770 million yuan (up 15.6%) [2]

Group 1 - The macroeconomic landscape is expected to show resilience in the short term, with a shift from "grabbing transshipment" to "grabbing exports," indicating a potential improvement in external demand [1] - The top five sectors with net inflows include military industry, non-ferrous metals, copper, PCB boards, and charging piles, suggesting strong investor interest in these areas [1] - The A-share market is anticipated to maintain stability with the support of long-term capital inflows, driven by policies from the Central Huijin Investment Ltd [1] Group 2 - The humanoid robot industry is expected to drive significant growth in the bearing market, with domestic companies poised to benefit from the acceleration of domestic substitution [3] - The recent enactment of the stablecoin regulation in Hong Kong is drawing attention to related stocks, although the industry is still in its early stages and may face challenges in short-term performance [3] - The introduction of multiple economic stimulus policies is expected to stabilize expectations and enhance early effectiveness, particularly in the "two new" and "two heavy" sectors [5] Group 3 - The stock market is experiencing a strong upward trend, with significant inflows of new capital, although the overall market profitability remains weak [7] - The Shanghai Composite Index has shown a rebound without filling the gap, indicating a strong market sentiment influenced by external market performance [11] - The focus on sectors with low exposure to U.S. tariffs, such as engineering machinery and commercial vehicles, is recommended for investors [11]

证券代码：301028证券简称：东亚机械 编号：2025-06-002 厦门东亚机械工业股份有限公司 投资者关系活动记录表 | 投资者关系活动类别 | | ■特定对象调研 □分析师会议 □媒体采访 | | --- | --- | --- | | | | □业绩说明会 □新闻发布会 □路演活动 | | | | ■现场参观 □其他 | | 参与单位名称及人员姓 | | 华创证券丁祎、天弘基金陈祥、长盛基金滕光耀 | | 名 | | | | 时间 | 2025 | 年 6 月 27 日 | | 地点 | | 厦门东亚机械工业股份有限公司 | | 上市公司接待人员 | | 董事会秘书韩文浩、证券事务代表许志涌 | | 投资者关系活动主要内 | | 1、现场参观、介绍公司情况 | | 容介绍 | | | | | | 2、交流互动环节 | | | | 二、无油螺杆空压机、螺杆真空泵和离心机的情况怎么样？ | | | | 2024 年公司加大了研发投入，对无油螺杆空压机和螺杆真空泵等产 | | | | 品进行全面升级，提升了真空泵、无油螺杆机的产品竞争力，该系列产 | | | | 品销售在 2024 年依旧保持稳健有升的态 ...

Core Viewpoint - Guangdong food products are set to enter Xinjiang (Yili) through a promotional event from July 4 to 6, showcasing a variety of regional specialties and enhancing trade connections between Guangdong and Central Asia [1][3][28]. Group 1: Event Details - The promotional event titled "Guangdong Food into Xinjiang" will take place during the 2025 Central Asia Commodity Expo in Horgos [3][4]. - The event aims to facilitate a taste dialogue between Guangdong's culinary offerings and the Xinjiang region, featuring products like lychee, dried tangerine peel, tea, rice noodles, and salted chicken [4][5]. Group 2: Economic Significance - The Central Asia Expo is a key event approved by the Ministry of Commerce, aimed at implementing outcomes from the first China-Central Asia Summit and promoting international cooperation under the Belt and Road Initiative [7][8]. - Horgos serves as a crucial gateway for trade between China and Central Asia, leveraging its unique geographical advantages and policy benefits from special economic zones and free trade areas [9][10]. Group 3: Product Highlights - The Guangdong food products showcased include well-known items such as Xinhui dried tangerine peel and Yingde black tea, as well as innovative offerings like prepared dishes and instant mountain delicacies [13][18]. - Seasonal lychee from Guangdong is highlighted for its juicy and sweet flavor, while the aged Xinhui dried tangerine peel is noted for its rich aroma and versatility in cooking and tea [22][23][24]. Group 4: Trade Development - The initiative "Guangdong Food into Xinjiang" represents a shift from a "one-way export" model to a "two-way engagement" approach, enhancing trade interactions between regions [28]. - Since its launch in October 2023, the initiative has organized various promotional activities, resulting in signed agreements across multiple sectors, including agriculture, home appliances, and energy [29][31].

Group 1 - The event "Global Times Overseas China Week and Global Southern Dialogue: China-Latin America Relations and Public Opinion Exchange Seminar" was held in Buenos Aires, Argentina, highlighting the importance of cultural and practical cooperation between China and Latin America [1] - The opening speech emphasized the unique civilizations of China and Latin America, noting their shared historical experiences and the natural affinity for mutual respect and dialogue [1] - The seminar aimed to strengthen exchanges and dialogues among scholars, media, and various sectors in both regions, providing intellectual support for China-Latin America cooperation [1] Group 2 - The keynote speech highlighted the fruitful cooperation between China and Latin America over the past two decades, with mutual respect and trust becoming a common sentiment among the peoples of both regions [2] - The speech also noted that the "Belt and Road" initiative presents new opportunities for collaboration and deeper connections between China and Latin America [2] - The seminar featured discussions on public opinion surveys regarding mutual perceptions between China and Latin America, with a consensus that China's influence in the region has been growing despite challenges [3]