Core Viewpoint - The current stage of economic and social development in China emphasizes accelerated green, low-carbon, and high-quality development, necessitating high-level protection to achieve ecological priority and sustainable growth [1] Group 1: Policy Framework - The Ministry of Ecology and Environment has established an effective policy system focusing on high-level protection to promote the development of new productive forces, covering standards, precise regulation, environmental impact assessment (EIA) reform, and green finance [1] - During the 14th Five-Year Plan period, the number of EIAs for "two high" projects has continuously decreased, while the number of EIAs for wind power and new energy vehicle projects has increased [1] Group 2: Project Approvals and Investments - In the first half of 2025, the number of EIAs for wind power and new energy vehicle projects increased by 44.4% and 31.3%, respectively [1] - Since the beginning of the 14th Five-Year Plan, the Ministry of Ecology and Environment has approved 14,600 EIA documents for high-tech industries in electronic information manufacturing, involving a total investment of 6.28 trillion yuan, providing strong support for the development of new productive forces [1]

Group 1: Automotive Industry - The automotive industry in Yangzhou is transitioning from traditional manufacturing to intelligent manufacturing, exemplified by SAIC Volkswagen's upgrade to a Jiangsu base and plans for electric vehicle production [2] - Jiangsu Zejing Automotive Electronics Co., Ltd. is producing a variety of head-up display (HUD) products, with an expected shipment volume of over 900,000 units this year, indicating rapid adoption in mainstream vehicles [2][3] - Yangzhou's supply chain for new energy vehicles includes key components like IGBT modules from BYD Semiconductor and innovative lithium battery materials from Nali New Materials, with the automotive-related industry scale exceeding 20 billion [3] Group 2: Shipbuilding Industry - Yangzhou's shipbuilding industry has evolved from relying on imports to developing advanced capabilities, focusing on green and intelligent technologies, with significant projects like the world's first ammonia dual-fuel chemical tanker [4][5] - New Ocean Shipbuilding is constructing multiple medium-sized bulk carriers, while the industry is experiencing a global boom, leading to increased demand for new vessels [4] - The introduction of advanced technologies has enabled faster delivery times and reduced construction cycles, enhancing competitiveness in the market [4][5] Group 3: Aviation Industry - The establishment of the AVIC airborne "Common Technology Platform R&D Base" in Yangzhou is set to advance the local aviation industry by facilitating the transfer and transformation of cutting-edge technologies [7] - Yangzhou has seen rapid growth in its aviation sector, with 85 enterprises now operating in various fields, including technology R&D and aircraft systems [7][8] - Companies like Baosheng Technology are experiencing significant growth in aviation orders, with a year-on-year increase of over 40%, reflecting the sector's expanding opportunities [8]

Core Insights - The 2025 China International Maritime Exhibition (Marintec China 2025) will be held from December 2 to 5 in Shanghai, focusing on "Innovation and Cooperation for Sustainable Development in the Maritime Industry" [1] - The exhibition has become one of the largest and most influential maritime exhibitions globally, with the 2023 event achieving record scale and attendance [1] - The global shipbuilding market is experiencing a significant decline in new orders due to geopolitical factors and industry capacity constraints, while the transition to green shipping is accelerating [1][2] Exhibition Scale and Participation - The exhibition will feature a total exhibition area of approximately 110,000 square meters, with over 2,200 companies participating, including 16 international exhibition groups [3] - The exhibition will include both international and domestic exhibitors, with notable participation from leading companies in ship design, manufacturing, and marine equipment [3][4] - New exhibitors account for 20% of the total, highlighting the interest from specialized and innovative companies in the maritime sector [4] Focus Areas and Themes - The exhibition will include specialized zones for cruise interior design and future energy, addressing the industry's shift towards green and intelligent transformation [5] - A high-level maritime forum will be held, focusing on digitalization and sustainability, with multiple sessions covering various maritime topics [7] - The event aims to enhance audience organization and participation experience through upgraded registration systems and targeted invitations to key industry stakeholders [8] International Cooperation - Norway will be the guest country at the exhibition, with government and industry leaders participating to foster deeper cooperation in the maritime sector [9] - The exhibition serves as a platform for promoting sustainable development in the global maritime industry, facilitating communication and collaboration between China and the international maritime community [9]

Core Viewpoint - Baolidi announced on September 18 that its new product development is closely aligned with the strategic directions of functionalization, greening, and diversification, indicating a strong commitment to innovation and market expansion [2] Group 1: Product Development Strategy - The company is focusing on continuous R&D investment and collaboration with academic institutions to enhance its technological leadership in the industry [2] - Baolidi is expanding its product offerings beyond its traditional strength in fiber masterbatch to include applications in membrane and plastic sectors [2] Group 2: Market Positioning - The company aims to consolidate its leading position in the industry while actively exploring new growth opportunities through effective market promotion [2]

Core Viewpoint - The Shandong Heavy Industry Group is prioritizing the mining market as a strategic focus, showcasing its full range of mining equipment and integrated solutions at the 2025 Indonesia International Engineering Machinery and Mining Machinery Exhibition, emphasizing its commitment to green, efficient, intelligent, and economical brand values [1] Group 1: Exhibition Highlights - The exhibition area of Shandong Heavy Industry exceeds 4,000 square meters, making it the largest at the event, featuring six collaborative operation product areas [2] - The company utilizes advanced technologies such as digital twins, VR interaction, and real-time working condition simulation to provide an immersive experience of equipment performance under complex conditions [2] - Shandong Heavy Industry integrates its industrial advantages and resource-sharing channels to create a unique "golden power" assembly system, positioning itself as a competitive provider of comprehensive construction solutions [2] Group 2: Product Matrix - Shandong Heavy Industry Group's core components include a unique "golden core" power assembly made up of "Weichai engine + Linde hydraulic" for excavators and "Weichai engine + Fast transmission + Hand truck bridge" for mining trucks, offering fuel efficiency, high performance, and reliability [3] - The company has optimized its core products for the Indonesian and Southeast Asian markets, showcasing advanced products such as power assemblies, excavators, loaders, bulldozers, graders, rollers, dump trucks, and tractors [3] - The Weichai power assembly is highlighted for its faster response and stronger power, becoming the core power source for high-horsepower machinery, with the SE1500LCW and FR2000F excavators being key products in the high-horsepower mining area [3]

9月17日，第22届中国－东盟博览会暨中国－东盟商务与投资峰会在南宁拉开帷幕，东盟汽车市场正在成为全球汽车竞逐的热点。 国际能源署发布的《2025年全球电动汽车展望》显示，2024年亚非拉新兴市场电动汽车销量接近60万辆，同比增长60%，其中东南亚市场电动 汽车销量增长近50%。业内人士分析，东盟地区拥有庞大的人口基数、快速的城市化进程，随着东盟消费者对电动汽车的认知度和接受度不断提 高，该地区正在成为全球汽车特别是新能源汽车产业的重要增长极。 世界热点 持续升温 日前，国际策略咨询公司安永-博智隆发布的报告显示，印尼、马来西亚、泰国、新加坡等东南亚国家的电动汽车市场将迎来显著增长，预计到2035年 其电动汽车销售总额将从2021年的20亿美元增长到800亿至1000亿美元。 近年来，东盟汽车市场正在全球汽车产业的舞台上持续上升，其发展势头之强劲令人瞩目。尽管在2024年这个市场的汽车销量并不均衡，但总体上却已 呈现日益强大的活力。去年，印度尼西亚和泰国市场的汽车销量出现了不同程度的波动，但越南、菲律宾等新兴市场却在这一年的汽车销量逆势上扬。越南 市场的汽车销量同比增长9.2%，菲律宾同比增长7.7%。这些新 ...

齐鲁晚报·齐鲁壹点 吴海云 9月17日，2025印尼国际工程机械矿业机械展在雅加达国际会展中心盛大启幕。作为中国工程机械行业"走出去"的标杆企业，山东重工集团将矿业市场定位 为战略优先市场，旗下山推、雷沃重工、潍柴、中国重汽、陕重汽等五家主要矿山设备制造企业携全系列矿山设备及一体化解决方案亮相展会，通过沉浸式 展陈、新品发布、全球伙伴对话等多元形式，向印尼及东南亚市场传递"绿色、高效、智能、经济"的品牌价值，为全球矿业升级注入中国力量。 创新展陈模式：从"产品陈列"到"场景共生" 展区总面积超4000平方米，为本届展会之最。土方剥离、大马力采装、运输排土、道路修复、港口转运、电力保障等六大协同作业产品展区，通过数字孪 生、VR交互、实时工况模拟等智能技术，让观众"沉浸式"感受设备在复杂工况下的性能表现。 SHANTUL ISOU =5 ADIATUI 12 1 the s SHANTUL Allowosts SHELOTUL ga SDH! 男 Artilicial ...... o l SHOTEL 10 作为同时拥有核心动力系统和整车整机完整产业链的高端装备跨国集团，山东重工整合集团产业协同优势与资源共享 ...

Core Insights - Taicang Port achieved a cargo throughput of 199 million tons from January to August, representing a year-on-year increase of 7.9%, with foreign trade cargo throughput reaching 86.59 million tons, up 11.7% [1] Group 1: Port Advantages and Historical Context - Taicang Port is recognized as a unique natural harbor in Jiangsu, China, with a 38.8 km coastline and a -12.5 meter deep-water channel, enhancing its competitive edge [1] - Historically significant, Taicang Port has been a key trading hub since the Yuan Dynasty, further bolstered by the region's advanced manufacturing industry [1] Group 2: Automotive Export Growth - The Haitong (Taicang) Automobile Terminal, operational since late last year, has a total investment exceeding 2 billion yuan and can accommodate 32,000 vehicles simultaneously [2] - The terminal has established a robust export network covering Asia, Europe, Africa, Oceania, South America, and North America, with a focus on increasing foreign trade [2] - From January to August, Taicang Port exported 513,000 vehicles, marking a 64.3% increase year-on-year, surpassing the total export volume of the previous year [3] Group 3: Technological Innovations in Port Operations - The Zhenghe International Container Terminal has exceeded its designed throughput capacity of 3 million TEUs, achieving 3.16 million TEUs last year [4] - The terminal has implemented automation and green technologies, including automated cranes and remote-controlled operations, improving operational efficiency by approximately 20% [5] - The use of LNG and electric vehicles for internal transport at the terminal significantly reduces fuel consumption and enhances environmental sustainability [5]

Group 1: International Expansion - The company has over 20 years of experience in international business, particularly in glass, cement, and kiln construction [2] - Under the guidance of China National Building Material Group's international strategy, the company has accelerated its internationalization efforts [2] - The establishment of an International Development Department and specialized international workgroups for cement, glass, and steel sectors has been initiated to enhance international operations [2] - Recent international revenue has shown a year-on-year increase [2] Group 2: Cost Reduction and Efficiency Improvement - The company has implemented a "three precision" strategy focusing on operational, management, and organizational efficiency [3] - A total of 27 projects were identified for cost reduction and revenue enhancement, resulting in a cost reduction of CNY 25.27 million and an increase in revenue of CNY 28.96 million [3] - The company has adopted a centralized pricing and long-term agreement model with key raw material suppliers to stabilize supply and reduce price volatility [3] - Continuous budget management and the "double increase, double decrease" strategy have led to a sustained reduction in three major expenses [3] Group 3: Upstream Industry and Price Trends - The main upstream industries include refractory raw material manufacturing, refractory material equipment manufacturing, and refractory production line construction services [4] - The refractory raw material market has shown mixed trends in the first half of 2025, with some materials experiencing price declines while others remained stable [4] Group 4: New Production Line Projects - The company is advancing high-end, intelligent, and green production processes, including the establishment of a 5G+ industrial internet platform at the Ruifeng Ma Steel transparent factory [5][6] - The Zhengzhou Ruifeng project aims for full automation and intelligence in manufacturing processes, enhancing integration capabilities [6] - Various projects, such as the automated production line at Anhui Ruifeng and the intelligent kiln at Henan Ruifeng, are set to significantly improve product quality and operational efficiency [6]

Core Viewpoint - The 21st China (Liangshan) Special Vehicle Exhibition will be held from September 17 to 19, 2025, aiming to enhance the special vehicle industry in China through brand building, quality improvement, and transformation [1][2] Group 1: Exhibition Overview - The exhibition will cover an area of 100,000 square meters and feature four themed exhibition areas, showcasing over 600 leading enterprises from countries including China, Germany, and the United States [1] - More than 300 vehicles will be displayed, with over 30% being new energy special vehicles and 25% being intelligent special vehicles, reflecting the industry's trends towards greening, intelligence, and high-end development [1] Group 2: Industry Impact - The event will include a supply-demand matching meeting, attracting over 200 buyers from logistics, mining, medical, and firefighting sectors, resulting in 26 cooperation intentions, with over 40% of orders for new energy special vehicles and 30% for intelligent special vehicles [2] - The exhibition serves as a platform for industry exchange, technology cooperation, and supply-demand matching, further solidifying Liangshan's position as the "China Special Vehicle Industry Base" [2] - Liangshan plans to leverage this exhibition to increase support for the new energy and intelligent special vehicle industries, promoting cluster upgrades and leading the high-quality development of China's special vehicle industry [2]