文章称，美国为保护本土汽车制造商筑起关税高墙，或许能给美国本土汽车产业争取一些时间，但最终 无法让美国制造商免受比亚迪以及它其他企业的影响。 比亚迪展现了中国工业模式，这种模式融合了政府资金支持、有条不紊的长期规划和积极进取的创新精 神，已助力中国在从电池、机器人到无人机等一系列高科技产业中取得全球主导地位。 几年前，比亚迪还只是汽车行业中的普通一员，但在2024年却已超越特斯拉，成为全球销量最高的电动 汽车品牌。预计到2030年，它将与全球最大的汽车制造商丰田、大众比肩。 【文/观察者网 张菁娟】《纽约时报》8日发表评论文章称，即便美国通过加征进口关税构筑贸易壁垒 以维护本土汽车产业竞争力，也改变不了美国正一败涂地的事实。美国需要有勇气承认自己落后得有多 严重，并摒弃自满心态。 文章作者、汽车行业咨询公司Dunne Insights创始人兼首席执行官邓恩（Michael Dunne）以中国电动汽 车制造商比亚迪为例，聚焦中国模式。 文章写道，被中国企业抢占这些市场已经够糟糕的了。鉴于汽车制造业的规模及其在经济、政治和战略 层面的重要性，如果该行业也遭遇同样的情况，对美国造成的影响将会严重得多。 邓恩认为，比 ...

聚焦产业集群化，构建四大加工产业矩阵。泗水县积极发挥龙头企业"头雁"引领作用，推进龙头企业强 力带动特色产业发展格局，加工产业集群效应持续显现，形成了以利丰食品为龙头的薯类及淀粉制品、 以锦川食品为龙头的粮油及休闲制品、以鸿润食品为龙头的肉禽制品、以娃哈哈为龙头的矿泉水及果蔬 饮料制品为主导的四大类农产品加工产业集群。泗水县休闲食品生产基地被评为省级食品特色优势基 地，泗水县成功入选山东省预制菜产业高质量发展重点县，利丰食品、锦川花生4款产品成功纳入省级 特色优质食品目录，华颂、无穷同时入选省预制菜重点项目，为泗水县百亿级食品产业集群打造奠定了 坚实基础。 泗水县钟灵毓秀、泉多景美，地优田良，素有"中国泉乡""海岱名川"之美誉；泗水农产品天然根植绿色 基因，蕴含山水之灵，是中国"优质地瓜原产地""优质花生之乡"。近年来，泗水县立足县域优势，以农 产品加工业为核心抓手，走出了一条"龙头引领、园区承载、链条延伸、品牌赋能"的特色发展之路，推 动产业链相加、价值链相乘、供销链相通、利益链相连，农产品加工业取得了高质量发展。先后评为山 东省农产品加工示范县、省级特色食品产业集群，连续三届获评"全国食品工业强县"。 聚 ...

"面对行业发展新形势，航天工程（603698）坚持以技术创新为驱动，以绿色化、数字化为引领，推动 煤气化技术的高质量发展。"在日前举行的第二届中国能源·化工强国大会上，航天长征化学工程股份有 限公司常务副总经理朱玉营表示，在新型工业化转型的浪潮中，煤气化行业正面临着全新的机遇与挑 战。随着我国"十四五"规划的推进，煤化工行业在技术突破和产业规模上取得了显著成果，但碳中和转 型压力等问题也日益凸显。在此背景下，航天工程在煤气化领域通过技术创新与转型，不断拓展业务边 界、提升技术水平，争当新型工业化转型的实践者。 目前，该公司已形成"三个角色，一个主体"的业务模式，即核心装备+工程服务+工厂运营移交三个角 色，以及航天工程一个主体。其中，核心装备包括ALK电解槽、PEM电解槽、AEM电解槽；工程服务 包括绿氢工程、工业气体纯化装置、生物质绿色燃料工程、固废资源化处置工程；工厂运营移交业务包 括氢气运营工厂、生物质气化工厂、固废处置工厂等一体化解决方案。 与此同时，在生物质气化方面，该公司形成了涵盖基础数据、灰熔融特性以及气化反应性数据的典型生 物质数据库，对木本生物炭、草本生物炭、稻壳、小麦秸秆等多种生物质原料进 ...

为帮助企业拓展市场，《若干措施》提出推进大中小企业融通对接，深入开展"百场万企"系列活动，分 行业组织专精特新中小企业参加"宁工品推"供需对接活动。 为加快科技成果转化，南京市还将推动校企协同创新，支持高校和科研院所采取"先使用后付费"等方 式，授权企业使用科技成果。此外，加强对知识产权的创造和运用，对主导或参与制定国际、国家标准 的企业，最高奖励50万元。 根据安排，该政策措施自公布之日起施行，有效期至2028年12月31日。政策实施期间，南京市将持续完 善服务体系，提升精准服务能力，为专精特新中小企业营造良好的发展环境。 专精特新中小企业是推进新型工业化、发展新质生产力的重要生力军。7月8日，证券时报记者从南京市 工信局获悉，南京正式出台《关于促进专精特新中小企业高质量发展的若干措施》(以下简称《若干措 施》)，围绕提升创新能力、加强财税金融支持、推动数字化绿色化发展、支持企业开拓市场、优化服 务保障等五大方面，推出15条具体举措，全面激发专精特新中小企业创新活力和发展动能。 在财税金融支持方面，南京明确激励政策：对首次获评国家制造业单项冠军企业、国家级专精特新"小 巨人"企业的单位，分别给予300万元、 ...

Supply and Demand - Industrial production is slowing down, with some chemical and automotive sectors experiencing a decline in operating rates[2] - Construction activity has decreased, with cement dispatch rates and oil asphalt plant operating rates falling to historical lows[2] - Building demand is weak, with apparent demand for rebar, wire rods, and construction materials lower than historical levels[3] Prices - Geopolitical tensions have eased, leading to a decline in oil and gold prices, while copper and aluminum prices continue to rise[4] - Domestic industrial products are experiencing strong fluctuations, with the Nanhua Comprehensive Index showing a rebound[4] Real Estate - New housing transactions in first-tier cities have seen an expanded year-on-year decline, with a drop of 19% compared to 2023 and 17% compared to 2024[5] - Second-hand housing transaction volumes have weakened, with Beijing, Shanghai, and Shenzhen showing year-on-year declines of 9%, 19%, and a slight increase of 5% respectively compared to 2024[5] Exports - June exports are expected to show a year-on-year increase of around 2%, with early July exports projected to rise by approximately 3%[6] Liquidity - Recent weeks have seen a rise in funding rates, with R007 at 1.49% and DR007 at 1.42% as of July 4[5] - The central bank has implemented a net withdrawal of 14,808 billion yuan in monetary policy[5]

Core Viewpoint - Germany's industrial production is showing signs of recovery after a prolonged slump, driven primarily by strong performance in the automotive sector, although challenges such as tariff uncertainties and a strong euro pose risks to this recovery [1][4]. Group 1: Industrial Production Data - In May, Germany's industrial output increased by 1.2% month-on-month, reversing a 1.6% decline in April and marking a 3.4% recovery from the low in December of the previous year [1]. - Capital goods production contributed significantly to this growth, with an increase of nearly 6%, while the transportation equipment sector saw a remarkable growth of nearly 14%, and automotive production surged by approximately 17.5% [1]. Group 2: Short-term Challenges - The upcoming tariff deadline on July 9 creates uncertainty for German export companies, while a strong euro is putting pressure on export competitiveness [4]. - Despite warnings from several European Central Bank members regarding exchange rate risks, the German central bank's president stated that the euro is not at an "abnormally high level" [4]. Group 3: Long-term Opportunities - Over the next 12 years, Germany's infrastructure sector is set to receive annual fiscal investments equivalent to 1% of GDP, and defense spending is planned to increase from 2% in 2024 to 3.5% by 2029, which are viewed as key positive factors for industrial recovery [4]. - As the largest manufacturing country in the Eurozone, Germany accounts for approximately 36% of the Eurozone's total industrial production, and its commitment to fiscal support is expected to make it a key driver of economic growth in the coming years [10]. Group 4: Eurozone Industrial Performance - As of July 7, about 60% of the Eurozone's industrial production data has been reported, with a weighted average increase of 1.3% across major economies including Germany, France, and Spain [5]. - The recovery within the Eurozone is uneven, with smaller economies like Belgium, Austria, Finland, and Greece showing strong rebounds, while Germany and the UK still lag behind pre-pandemic production levels [5]. Group 5: Sentiment Indicators - The July Sentix survey indicates a rise in Germany's current situation index to a two-year high, although caution is advised as this survey primarily reflects market participants' sentiment and has a historical correlation coefficient of only 0.4 with economic growth [8].

当地时间7月7日，第三次上海合作组织成员国工业部长会议在俄罗斯叶卡捷琳堡召开。工业和信息化部 总工程师谢少锋表示，中方愿与各成员国携手并进，持续推进上海合作组织工业领域务实合作，加强能 源工业协作，共同推进工业转型升级，搭建创新合作平台，促进普惠包容发展，为做实做强上海合作组 织贡献更大力量。本次会议审议通过了《上海合作组织工业领域常设工作组工作条例》《上海合作组织 成员国工业部长会议框架下会展活动组织条例》。(工信微报) ...

Group 1 - The core focus of the news is the significant foreign investment in Suzhou's Hushuguan area, highlighted by the establishment of a new manufacturing base by global dental leader YINGWEIDA and the signing of a project by German automotive thermal management leader SFL [1][2] - YINGWEIDA's new manufacturing base will introduce high-end production lines for dental implants and orthodontic brackets, aiming to localize core product production and meet the growing demand in the Chinese market [1] - SFL's new Asia-Pacific headquarters and industrial base in Hushuguan is part of its strategic expansion after over a decade in the region, with a projected 95% year-on-year growth in output for 2024 and a leading global market share in electric vehicle thermal management systems [2] Group 2 - Hushuguan has been actively attracting high-quality foreign investments, with a reported foreign capital inflow of $220 million from January to May this year, representing a 198.8% year-on-year increase [2] - The area is focusing on new industrialization to enhance its modern industrial system, with ongoing projects like the ESR International Biomedical Innovation Park and the Yangshan Green Low-Carbon Industrial Park [2] - Hushuguan aims to create a first-class business environment with an international perspective, targeting key links in the industrial chain to attract more global R&D centers and regional headquarters [3]

Company Overview - Okada Intelligent (Jiangsu) Co., Ltd. has submitted a prospectus for an initial public offering (IPO) on the Shenzhen Stock Exchange, with Huatai United Securities as the sponsor [1] - The company focuses on the research, production, and sales of core functional components for CNC machine tools, including tool magazines, spindles, and rotary tables, primarily used in metal cutting CNC machine tools [2] Market Position - The market size for CNC machine tool functional components in China is projected to be between 21.08 billion and 33.22 billion yuan in 2024, with Okada Intelligent estimated to hold a market share of approximately 2.78% to 4.38%, ranking just behind Haozhi Electromechanical [2] - Okada Intelligent has become the largest tool magazine manufacturer in China since its establishment in 2013, with its disc and chain tool magazines leading the domestic market share among similar products [8] Financial Performance - Revenue for Okada Intelligent during the reporting period was approximately 767 million yuan, 773 million yuan, and 932 million yuan for 2022, 2023, and 2024 respectively, with a significant increase in 2024 driven by industrial policies [6] - Gross profit margins for the same periods were 30.72%, 31.41%, and 32.70%, while net profits were 119 million yuan, 132 million yuan, and 169 million yuan respectively [6] Product Breakdown - The revenue breakdown for 2024 shows that tool magazines account for 80.96%, spindles for 10.79%, and rotary tables for 7.50% of total revenue [3] - The sales of tool magazines have consistently represented over 80% of the company's revenue, indicating a strong reliance on this product line [2][3] Growth Drivers - The company expects significant growth in 2024 due to favorable national policies supporting the CNC machine tool industry and increased market expansion efforts, particularly with clients like Hyundai Wia and Qiaofeng Intelligent [4] - The improvement in the product structure of tool magazines, particularly the higher-priced chain tool magazines, has contributed to increased sales revenue and market share [4] Fundraising and Investment Plans - The IPO aims to raise approximately 985 million yuan, which will be allocated to expanding production lines for tool magazines, spindles, and rotary tables, as well as enhancing R&D and marketing networks [10][11] - Specific projects include the expansion of the CNC machine tool tool magazine production line and the upgrade of enterprise R&D and information systems [11]

Group 1 - Germany is planning to provide billions of euros in subsidies to energy-intensive industries as part of Chancellor Merz's commitment to enhance the competitiveness of German heavy industry, with an estimated investment of around €4 billion [1] - The number of German companies eligible for electricity price subsidies is set to increase from 350 to 2,200, aimed at reducing electricity costs for industrial enterprises [1][2] - The German government emphasizes that supporting industrial enterprises is crucial for maintaining employment amid weak economic growth [1][2] Group 2 - The subsidy plan will cover up to 50% of electricity costs for companies over the next three years, particularly benefiting the chemical, glass, and plastics industries [2] - The plan aligns with the new EU state aid framework, which allows member states to subsidize industrial electricity costs to aid decarbonization efforts [2] - There is ongoing debate regarding the electricity subsidy, with some factions arguing for broader relief measures that include households and smaller businesses [2][4] Group 3 - The expansion of the subsidy reflects Germany's increased support for its industrial sector, particularly in light of significant job losses in the past year [3] - The chemical industry, seen as a barometer for the economy, has shown improved business sentiment, with the business climate index rising significantly [3] - However, there are concerns that the subsidy may undermine incentives for long-term renewable energy contracts and could negatively impact small businesses [4] Group 4 - Germany has one of the highest electricity prices globally, with an average price of €0.38 per kWh in the first quarter of this year [5][6] - The current electricity tax structure places a heavier burden on households compared to industrial users, raising concerns about the government's commitment to reducing energy costs for the public [6] - The new spending plans may conflict with EU fiscal rules, as Germany's federal deficit is projected to increase significantly over the coming years [6]