每经AI快讯，12月31日，华菱钢铁（000932）(000932.SZ)发布2025年度业绩预告，预计归属于上市公 司股东的净利润为26亿元~30亿元，比上年同期增长27.97%~47.66%。报告期内，钢铁行业处于"减量发 展、存量优化"阶段，公司持续推进"高端化、绿色化、智能化、精益化"转型，积极对接市场需求，大 力推动降本增效，生产经营稳定向好，盈利实现同比增长，在消化补缴环境保护税及滞纳金约6.57亿元 的情况下，预计2025年度实现利润总额47亿元~53亿元。 ...

华菱钢铁公告，预计2025年度净利润为26亿元~30亿元，同比增长27.97%~47.66%。2025年，钢铁行业 持续深度调整，仍处于"减量发展、存量优化"阶段，供需矛盾依然突出，企业经营仍面临较大压力。面 对复杂严峻的市场形势，公司保持战略定力，积极对接市场需求，大力推动降本增效各项工作，加快推 进"高端化、绿色化、智能化、精益化"四化转型，生产经营情况稳定向好，在消化补缴环境保护税及滞 纳金约6.57亿元的情况下，预计2025年度实现利润总额47亿元~53亿元，实现归属于上市公司股东的净 利润26亿元~30亿元，同比增长27.97%~47.66%。 ...

新年伊始，一项关乎你我钱包和消费升级的重磅政策正式落地。近日，国家多部门密集发布2026年"大规模设备更新和消费品以旧换新"（简 称"两新"）政策的实施细则。与往年相比，新一轮政策不仅资金加码、范围拓宽，更在补贴方式上做出了多项精准优化，力求让政策红利更直 接、更公平地惠及广大消费者和企业。无论是打算置换爱车、升级家电，还是关注智能生活，这份"换新指南"都值得你仔细了解。 首先，支持范围优化，新增领域直击民生痛点。除延续对汽车、家电等传统大宗消费的支持外，政策首次将智能手表、智能眼镜、智能家居 （含适老化产品） 纳入"数码和智能产品"补贴范畴，顺应了消费升级趋势。同时，在设备更新端，老旧小区加装电梯、养老机构设备、商业 综合体改造等也被纳入，体现了政策对民生改善与实体商业的扶持。 核心亮点：更精准的补贴，更广泛的受益 2026年"两新"政策的核心变化可概括为"两优化一扩大"。 这些真金白银的补贴，无疑将显著降低消费者的升级成本，加速老旧耐用消费品出清。 深远意义：促消费、稳增长与产业升级的"多赢"之举 此番"两新"政策的加码升级，其意义远不止于短期刺激消费。从宏观层面看，它通过中央财政（超长期特别国债）与地方 ...

来源：小财米 小财米注意到，2025年12月26日，证监会网站披露，同意创业板企业广州慧谷新材料科技股份有限公司的首次公开发行股票注册的批复。 广州慧谷新材料科技股份有限公司 慧谷新材是一家专注于高分子材料领域，基于自主研发驱动的平台型功能性涂层材料企业，致力于成为全球领先的功能性材料科技创新引领者。 公司主营业务为功能性树脂和功能性涂层材料的研发、生产和销售，以分子结构设计为技术原点，深耕核心功能性树脂的关键技术研发与产业化应用，构建 起功能性树脂与功能性涂层材料两大技术平台，构筑起核心竞争壁垒。公司依托功能性树脂和涂层材料双技术平台的整合协作，紧密结合国民经济的发展脉 络及关键材料需求图谱，成功开发具备光学调控、导电导热、力学增强、防腐耐候等多元特性的涂层材料体系，已形成面向家电、包装、新能源、电子四大 下游应用场景的"1+1+N"产业布局体系，致力于社会和产业链的可持续发展，不断培育新质生产力。 然而，行业繁荣的背后是严峻的技术挑战。许多前沿涂层材料，如备受关注的超疏水涂层，尽管在实验室中展现出优异的自清洁和防护性能，但要实现大规 模工业应用，仍需攻克耐久性不足、在潮湿环境下抗菌效果有限以及部分原材料不 ...

华锡有色(600301.SH)公告称，公司及下属子公司2026年计划投资金额约16.67亿元。其中，新建项目计 划投资12.04亿元，续建项目计划投资4.63亿元。公司2026年度投资计划的实施有利于公司强化资源掌控 能力，加强矿山安全环保管理，提高矿山智能化、绿色化水平，提升产品质量，推进强链、补链、延 链，实现公司高质量、可持续发展。 ...

Core Insights - The core message of the news is that Weichai Lovol Smart Agriculture is set to achieve a revenue of 18 billion yuan by 2025, showcasing resilience and growth in the agricultural machinery industry despite global market fluctuations and rising agricultural production demands [1] Group 1: Innovation and Technology - The company emphasizes the importance of agricultural technology and equipment support as a guiding principle for innovation and industry development [2] - During the 14th Five-Year Plan, Weichai Lovol Smart Agriculture is building a global technology innovation system integrating resources from China, Europe, and Japan, focusing on high-end agricultural machinery core technologies [4] - The company has made significant technological advancements, including the mass production of 240 and 340 horsepower CVT tractors, breaking free from external dependencies in core transmission technology [6] Group 2: Manufacturing and Quality - The company is committed to promoting high-end, intelligent, and green development in manufacturing, aligning with national strategic directions [7] - A new smart factory for high-horsepower tractors, the largest and most technologically advanced in China's agricultural machinery history, has been established, showcasing advanced technologies like industrial internet and AI [10] Group 3: Digital Services and Solutions - Weichai Lovol Smart Agriculture is launching China's first AI model for smart agriculture in 2025, providing a comprehensive digital service system for the entire agricultural cycle [12] Group 4: Industry Ecosystem and Collaboration - The company is enhancing the resilience and autonomy of the agricultural machinery supply chain, acting as a leading enterprise in the industry [13] - Through the "R&D Community" initiative, the company collaborates with global suppliers and research institutions to tackle key technologies in agricultural machinery [15] Group 5: Global Expansion - Weichai Lovol Smart Agriculture is expanding its overseas market presence, with expected overseas revenue surpassing 2.5 billion yuan by 2025, reflecting significant growth [16][17] - The company is developing adaptive products for various global markets, establishing a comprehensive network for R&D, manufacturing, marketing, and services [19]

Group 1 - The core viewpoint of the news is that Guangxi has made significant progress in its industrial economy since the implementation of the "14th Five-Year Plan," establishing itself as a key driver for high-quality economic development [1][2][3] - The total industrial output value is expected to reach 2.7 trillion yuan this year, with a growth of 900 billion yuan over five years, and the industrial added value is projected to exceed 800 billion yuan, representing an increase of over 50% compared to 2020 [1] - The proportion of industrial added value in GDP has surpassed 27%, an increase of nearly 4 percentage points over five years, while industrial tax revenue has risen to 44.4%, up 11 percentage points in the same period [1] Group 2 - The industrial structure has been optimized, with ten pillar industries now established, including non-ferrous metals, steel, and food, with the non-ferrous metals industry expected to exceed 450 billion yuan this year [2] - Emerging industries are growing rapidly, with strategic emerging industries accounting for 23% of the industrial added value, an increase of 7 percentage points over five years, and new product output contributing over 50% to industrial growth [2] - The pace of digital and green transformation has accelerated, with over 5,000 enterprises implementing digital upgrades and 105 national-level green factories established in the past five years [2] Group 3 - The number of large-scale industrial enterprises has increased from 6,500 at the end of 2020 to nearly 11,000, ranking second in the western region and 13th nationwide [3] - The total number of industrial enterprises has grown from 73,000 at the end of 2020 to 120,000, with an average annual increase of about 10,000 [3] - Guangxi aims to focus on ten modern pillar industries during the "15th Five-Year Plan," including non-ferrous metals, advanced steel materials, and artificial intelligence, to build a modern industrial system that reflects its unique characteristics and advantages [3]

今天（12月31日），商务部等7部门发布《关于提质增效实施2026年消费品以旧换新政策的通知》，对 汽车、家电、数码和智能产品等重点消费品的补贴范围和标准进行了优化升级。 此次新政策提出，2026年，中央继续安排超长期特别国债资金，各地按比例安排配套资金，支持消费品 以旧换新政策实施。 在汽车方面，《2026年汽车以旧换新补贴实施细则》明确，明年将继续实施汽车报废更新和汽车置换更 新，全国统一按照新车销售价格的固定比例给予补贴。 记者注意到，此次新政策给予了地方更多自主空间，支持新技术新产品发展。 新政策提出，对地方安排的配套资金，允许各地在符合消费品以旧换新政策导向前提下，用于因地制宜 自主制定实施增量补贴政策。对中央下达的支持资金，除用于执行中央统一明确的汽车报废更新、汽车 置换更新、6类家电以旧换新、4类数码和智能产品购新等4个领域补贴政策之外，各地还可用于支持智 能家居（含适老化家居产品）购新补贴。 国家信息中心经济预测部宏观经济研究室副主任邹蕴涵：今年在中央承担主要责任的基础上，给予地方 更多的自主权。地方可以根据当地群众的购买需求、购买特点，或者其他情况，来进一步在一定范围内 增加一些消费品的以旧 ...

Core Insights - The 2026 Global Supply Chain Strategic Partnership Conference of Shandong Heavy Industry China National Heavy Duty Truck Group was held in Jinan, recognizing outstanding partners for their contributions [2][3] - The conference showcased record participation with over 4,200 partners, emphasizing collaboration and future development plans [3] Financial Performance - In 2025, the commercial vehicle industry faced intense competition, with expected revenue growth of 17% year-on-year and vehicle sales projected to exceed 450,000 units, a 25% increase [4] - Heavy truck sales reached a historic high of over 300,000 units, maintaining a leading position in China's heavy truck industry for four consecutive years [4] - Domestic heavy truck sales are expected to reach 150,000 units, a 33% increase, while light truck sales are projected at 120,000 units, up 29% [4] - Export performance also improved, with heavy truck exports exceeding 150,000 units, an 11% increase, and light truck exports rising by 161% [4] Competitive Advantages - The company leverages five core advantages: industrial chain synergy, comprehensive product development, strong marketing capabilities, quality control, and diversified international operations [5] - Continuous investment in R&D and the adoption of advanced European technologies have enabled the company to achieve self-controlled core technologies [5] - The company has established a global marketing team of over 2,600 professionals and a comprehensive service network, enhancing its market responsiveness [5] Strategic Transformations - The company is committed to six strategic transformations: green, digital, service-oriented, international, diversified, and high-end [7] - In the green transformation, the company has developed key technologies for new energy vehicles and is promoting innovative business models [8] - The digital transformation focuses on intelligent driving and data integration to enhance operational efficiency [8] Future Goals - The company aims to achieve a revenue of over 400 billion yuan and vehicle sales of 800,000 units by 2030, marking a critical strategic opportunity for high-quality development [14] - In 2026, the company plans to invest over 3.4 billion yuan in R&D to support product development and competitiveness [13] Community Engagement - The public open day event attracted over 10,000 participants, showcasing the company's product range and fostering community connections [10] - The company emphasizes the importance of high-quality party building to drive business success and enhance employee engagement [11][12]

Group 1 - The core announcement from Tianyuan Co., Ltd. is the plan to expand production capacity by constructing a new 100,000-ton chlorination titanium dioxide project, with a total investment of 1.483 billion yuan and a construction period of 24 months [1] - The project aims to align with the industry's trend towards green and high-end transformation, enhancing the company's competitiveness in the titanium dioxide market and increasing the proportion of new industries in its portfolio [1] - In addition to the titanium dioxide project, Tianyuan is also advancing other projects, including a 100,000-ton lithium iron phosphate cathode material project and ongoing construction of the Tiancheng lithium battery project [2] Group 2 - Tianyuan's subsidiary, Vietnam Tianxiang New Materials Technology Co., Ltd., will cease production and operations starting January 1, 2026, due to ongoing losses attributed to external factors such as tariffs and rapid capacity expansion in Vietnam [3] - The financial performance of Vietnam Tianxiang has been poor, with reported revenues of 28.86 million yuan in 2024 and 72.50 million yuan in the first three quarters of 2025, alongside net losses of -16.91 million yuan and -10.61 million yuan respectively [3] - The decision to halt operations is aimed at protecting shareholder interests and is not expected to impact the main business of Tianyuan [3]