红艳饱满的洛川苹果跨越山海，进入泰国、越南市场；醇麻浓郁的宜川花椒整装待发，即将香飘中 国台湾地区。在哈萨克斯坦的阿克套油田，标有"延安制造"的抽油杆稳健运转，新一轮加急订单已经传 来。 从黄土高原的田间地头，到国际市场的货架展台；从传统农产品到精密机械装备，延安正以开放之 姿，加速推动更多地方特色产品"扬帆远航"，让"延安产""延安造"走向更广阔的舞台。 日前，在陕西作息供应链管理有限公司的生产车间，分拣、清洗、包装……一道道工序井然有序。 一颗颗色泽鲜亮、果形饱满的洛川苹果经过严格筛选，被整齐放入印有出口标识的专用纸箱。 "这批重40.9吨、价值33万余元的洛川苹果，在报关后分批发往泰国和越南。"1月27日，该公司负 责人王刚介绍。 作为外贸领域的"新兵"，企业在出海过程中会遇到不少挑战。"从对接海外客户、签订订单，到完 成备货装箱，每一步都必须格外谨慎。"王刚说。 为确保该公司产品顺利出口，延安海关协助企业梳理全流程要点，指导完成海关备案、单证整理及 报关申报等工作。 "这笔订单的落地，让我们对洛川苹果拓展海外市场充满信心。"王刚表示，下一步公司计划深耕东 南亚市场，同时积极拓展共建"一带一路"国家市场 ...

Core Insights - Xi'an Xianyang International Airport achieved a record passenger throughput of over 48 million in 2025, with international passenger numbers reaching 1.993 million, a year-on-year increase of 50.7% [3] - The airport operates 60 international passenger routes connecting 52 major cities across 25 countries, including 34 destinations in 19 Belt and Road Initiative countries [3] - The development of a comprehensive air industry ecosystem in Shaanxi has supported the growth of the airport and its surrounding industries [3] Industry Development - The establishment of the first national-level airport economic demonstration zone in Northwest China has led to the creation of a full industrial chain in areas such as aircraft maintenance, electronic information, biomedicine, and air logistics [3] - The airport economic zone is projected to generate an economic output of over 46.5 billion yuan by 2025 [3] Company Growth - Shaanxi Chuangwei Technology Co., Ltd. has partnered with global precision instrument leader Ametek Group to establish an office in Germany and showcase "Chuangwei Manufacturing" at international exhibitions [4] - The company has developed an intelligent pressure gauge testing platform that integrates machine vision and artificial intelligence, enhancing precision and efficiency in various industries [4] Logistics and Infrastructure - The international logistics park at Xi'an Xianyang International Airport has undergone significant upgrades, increasing the area to 10,000 square meters and enhancing the cargo flow system, improving customs clearance efficiency by 20% [5] - The airport has established the first "testing-release" closed-loop system in Northwest China, significantly reducing the time for import fruit sampling and report issuance from 8 hours to 4 hours [5] Air Cargo Network - In 2025, the airport plans to open 5 new international all-cargo routes and maintain 12 stable international cargo routes, with 75% of the routes serving Belt and Road Initiative countries [6] - The airport's cargo and mail throughput is expected to grow by over 15% year-on-year [6] Passenger Services - Xi'an Xianyang International Airport has implemented a 240-hour visa-free transit policy and is enhancing the "Inbound Passenger Service Center" to provide comprehensive services for foreign travelers [6][7] - New services include a 24-hour transit service for international passengers and dedicated counters for first-time travelers, improving the overall travel experience [7]

2026 年 02 月 01 日 行业周报 看好/维持 机械 机械 2025 年工程机械内外需全面回升，继续看好行业需求向上（20260126-20260201） (10%) 4% 18% 32% 46% 60% 25/2/5 25/4/17 25/6/27 25/9/6 25/11/16 26/1/26 机械 沪深300 ◼ 子行业评级 ◼ 推荐公司及评级 相关研究报告 证券分析师：崔文娟 电话：021-58502206 E-MAIL：cuiwj@tpyzq.com 分析师登记编号：S1190520020001 ◼ 走势比较 证券分析师：张凤琳 电话： E-MAIL：zhangfl@tpyzq.com 分析师登记编号：S1190523100001 报告摘要 行情回顾 行业周报 2025 年工程机械内外需全面回升，继续看好行业需求向上 P2 本期（1 月 26 日-1 月 30 日），沪深 300 上涨 0.1%，机械板块下跌 4.2%， 在所有一级行业中排名 25。细分行业看，油气装备涨幅最大，上涨 4.1%； 锂电设备跌幅最大，下跌 8.4%。 本周观点 2025 年工程机械内外需全面回升，继续看好行业需 ...

智通财经APP获悉，据港交所1月30日披露，江苏中鑫家居新材料股份有限公司(简称：中鑫家居)向港交所主板递交上市申请，农银国际为其独 家保荐人。根据弗若斯特沙利文的资料，按2024年全球PVC地板销售面积计，中鑫家居在中国PVC地板出口制造商中排名第八，市场份额为 0.61%，按2024年全球SPC地板销售面积计，公司在中国PVC地板出口制造商中排名第一，市场份额为1.02%。 | 编纂]的[编纂]數目 | | : [编纂]股H股(視乎[编纂]行使與否 | | --- | --- | --- | | | | 而定) | | [编纂]股份數目 | : | [编纂]股H股(可予[编纂]) | | [编纂]股份數目 | .. | [編纂]股H股(可予[編纂]及視乎 | | | | [编纂]行使與否而定) | | 最高[编纂] | : | 每股H股[編纂]港元,另加1.0%經紀佣金、 | | | | 0.0027%證監會交易徵費、 | | | | 0.00565%香港聯交所交易費及0.00015% | | | | 會財局交易徵費(須於[編纂]時以港元繳足, | | | | 並可予退還) | | 面值 | : | 每股 ...

【环球时报报道 记者 唐亚】乌拉圭东岸共和国总统奥尔西2月1日抵达北京，开启对中国的首次国事访问，为期7天。据乌拉圭《国家报》2月1日 报道，此访恰逢乌中两国建交38周年，意义重大，引发多方关注。奥尔西在出发前对媒体表示，自己在担任乌拉圭卡内洛内斯省省长期间曾多次 访华，中国在科技创新等方面的"经验非常值得借鉴"。他还表示，乌拉圭和中国尽管国情不同，但在国际关系方面都坚持互相尊重、求同存异和 多边主义，在这样的基础上，乌中关系必能行稳致远。相关专家告诉《环球时报》记者，当前美国推行"新门罗主义"，冲击拉美国家主权与领土 完整，乌总统访华之行并非只是代表本国寻求合作，也体现着整个拉美地区对未来发展方向的考量。 "乌拉圭看好中国，派出创纪录规模的代表团。"乌拉圭《辩论报》1月31日报道称，为巩固乌拉圭在亚洲市场的地位，总统奥尔西率领该国历史上 最大规模的代表团访华。《辩论报》称，此次超150人的官方代表团前所未有地大规模引入商界人士，不仅旨在推广本国产品，更致力于为国家奠 定新的投资机遇和技术合作基础。乌拉圭外长卢贝特金此前表示，此次公私协作向本国生产部门释放出"强烈信号"，彰显其扩大国际影响力的决 心。 据《国 ...

Core Insights - China's foreign non-financial direct investment reached $145.66 billion in 2025, marking a 1.3% increase from the previous year [1] - Investments in Africa, Europe, and Asia grew by 41%, 20.9%, and 1.2% respectively, contributing to local economic and social development and stabilizing global supply chains [1] Investment in Belt and Road Initiative - Direct investment in countries participating in the Belt and Road Initiative amounted to $39.67 billion, reflecting a 17.6% increase year-on-year [1] - New contracts for foreign engineering projects totaled $257.98 billion, with a completed turnover of $152.63 billion, accounting for 89.2% and 85.4% of the total respectively [1] - These efforts are aimed at deepening economic and trade cooperation with Belt and Road countries and promoting high-quality development of the initiative [1]

作为负责任大国，中国持续为国际社会提供宝贵的稳定性和确定性。无论国际形势如何变化，中国始终 坚定站在多边主义和国际公平正义的一边，积极做国际法治的倡导者和维护者，坚定维护以联合国为核 心的国际体系和以国际法为基础的国际秩序，引领国际社会团结应对挑战。越来越多国家充分认识到， 与中国交往和合作，意味着规则的连续性、政策的可预期性以及合作关系的稳定性。 中国提供的稳定性和确定性，还体现在稳健的经济发展态势和持续释放的市场潜力上。2025年，中国经 济总量突破140万亿元人民币，展现出基础稳、优势多、韧性强、潜能大等突出特点。同时，中国持续 推进高水平对外开放，向世界释放出共享发展机遇的清晰信号：全球超过四分之三的国家加入共建"一 带一路"大家庭；中欧班列累计开行突破12万列；广交会、进博会、链博会等国际展会为各国企业开拓 中国市场创造有利条件。 西方国家领导人密集到访中国，是国际形势变化使然，也是中国长期坚持正确发展道路的结果。然而， 必须看到，一些国家在过去与中国开展交往互动过程中，曾遭遇外部因素干扰，导致其对华政策摇摆不 定。未来，类似的压力和干扰仍会出现。希望相关国家能够排除外部干扰，摒弃零和博弈思维，坚持 ...

Group 1 - The State Council's plan aims to optimize service supply and cultivate new growth points in service consumption to enhance quality of life and support high-quality economic development [1] - Key areas of focus include promoting the integration of transportation services and tourism, expanding inbound consumption, and optimizing performance management in the entertainment sector [1][2] - The plan emphasizes the importance of financial and fiscal support, establishing credit systems in sectors like elderly care and tourism, and developing relevant standards for service consumption [1] Group 2 - The National Science and Technology Work Conference highlighted the need to strengthen basic research and enhance the capacity for independent research and development [3][4] - The conference emphasized the integration of technological innovation with industrial innovation and the importance of international cooperation to improve the overall effectiveness of the national innovation system [3] Group 3 - The National Taxation Work Conference outlined a focus on high-quality tax practices, emphasizing the need for legal compliance, digital transformation, and strict tax management [5][6] - Key goals include creating a comprehensive tax revenue governance system and addressing issues related to tax compliance and management in key sectors [5] Group 4 - The Ministry of Civil Affairs and the Ministry of Finance released guidelines to improve the temporary assistance system, focusing on providing quick aid for urgent needs and supporting vulnerable families [7][8] - The guidelines aim to enhance the efficiency and accessibility of temporary assistance, particularly for families facing sudden financial burdens [7] Group 5 - The Ministry of Natural Resources and other departments introduced measures to lower costs and optimize resource use to support the reform and development of elderly care services [9][10] - Key initiatives include allowing flexible land use for elderly care facilities and promoting innovative resource combinations to enhance service delivery [9] Group 6 - The Ministry of Commerce announced plans to deepen "Belt and Road" cooperation and optimize foreign investment policies to enhance market access and support foreign enterprises [11][12] - The focus is on expanding cooperation in emerging sectors such as green minerals, clean energy, and digital economy [11][12] Group 7 - The State-owned Assets Supervision and Administration Commission outlined the direction for the next round of state-owned enterprise reforms, focusing on optimizing the layout and structure of state-owned economies [14][15] - Emphasis is placed on promoting technological innovation and enhancing the management and supervision of state-owned assets [14] Group 8 - The Ministry of Human Resources and Social Security outlined key tasks in employment, social security, talent development, and labor relations to enhance social welfare [17] - Initiatives include expanding employment opportunities, reforming social security systems, and protecting the rights of new employment forms [17]

Core Insights - The report indicates that the A-share market is experiencing significant internal differentiation, with a shift towards sector rotation but not yet reaching a major transition point [1][3] - The report highlights that the recent volatility in the overseas markets has led to a tightening of liquidity expectations, prompting a reassessment of asset prices globally [3][11] - The long-term revaluation logic for the non-ferrous metals sector remains intact despite short-term fluctuations, driven by ongoing demand from AI data centers and energy transitions [12][22] Sector Rotation and Market Dynamics - The report notes that the current market resembles the conditions of July 2014 rather than November 2014, suggesting that while low-weight stocks are beginning to yield absolute returns, the influx of new capital is not as robust as in previous cycles [11][24][26] - The report emphasizes that the recent acceleration in sector rotation is not indicative of a major style switch, as the underlying conditions differ significantly from those seen during previous market peaks [24][26] - The communication sector has seen significant capital inflows, while sectors like power equipment and electronics have experienced notable outflows, indicating a shift in investor preferences [34][35] Investment Opportunities in AI and Technology - The report discusses the emergence of the AI assistant Moltbot, which is gaining traction in the market and is expected to catalyze investment opportunities across the AI agent industry chain, including cloud services and computing power [28][30] - The integration of Moltbot with major AI models suggests a shift in value from the models themselves to the frameworks and applications that utilize them, indicating a potential growth area for investors [29][30] - The report highlights the regulatory changes aimed at institutionalizing long-term capital in the A-share market, which could enhance corporate governance and attract strategic investors [39]

温永豹：我们启动实施新一轮招商引资"三年行动"，先后引进亿达鸿综合制剂、显东药品加工、德润巨牧鸵鸟养殖深加工等项目，投资1.8亿元建设总占地 面积近500亩的生物医药产业园区，虎林医药企业由5家发展到26家，五年间翻了两番，获得"中国刺五加名城"殊荣；农产品就地加工转换率提升至69.6%。 同时，虎林因地制宜发展新质生产力，中国科学院科学家工作室、中国农业大学教授工作站相继落户，全省首家中药领域院士工作站正式授牌，珍宝岛药业 入选国家技术创新示范企业，虎林生物医药产业集群晋升省级中小企业特色产业集群，科技创新走在全省县域前列。 接下来，虎林将落实省新一轮重点产业链高质量发展行动，全力做强生物医药、绿色食品两大核心产业，重点实施"刺五加+"战略，支持珍宝岛药业、乌苏 里江制药等头部企业增型转产，鼓励全乐制药、亿达鸿药业等成长企业增量扩产，推进中鑫生物低分子精品肝素钠等新建项目早完工、早投产，实体化运 行"借澳出海"公司，加快虎林刺五加地理标志商标和地理标志保护产品申报进程，构建"医药+食品+保健+美妆+日用品"全维度产业生态。力争2030年刺五 加种植总量达到32万亩、加工企业发展到15家、产品突破60种、产业 ...