深入学习贯彻党的二十届四中全会精神 以高质量发展新成效谱写中国式现代化新篇章 郑栅洁 习近平总书记强调，研究制定好"十五五"规划，对于推动我国经济社会持续健康发展，为如期基本实现 社会主义现代化奠定更加坚实的基础，具有重大意义。党的二十届四中全会审议通过的《中共中央关于 制定国民经济和社会发展第十五个五年规划的建议》（以下简称《建议》），全面贯彻习近平新时代中 国特色社会主义思想，是乘势而上、接续推进中国式现代化建设的又一次总动员、总部署。我们要深入 学习领会全会精神，以高度的政治自觉和行动自觉狠抓贯彻落实，推动"十四五"规划圆满收官，扎实做 好"十五五"时期经济社会发展各项工作。 一、"十四五"发展成就为"十五五"经济社会发展奠定坚实基础 "十四五"时期我国发展历程极不寻常、极不平凡，以习近平同志为核心的党中央团结带领全党全国各族 人民，迎难而上、砥砺前行，五年规划主要目标任务即将胜利完成，我国经济实力、科技实力、综合国 力跃上新台阶，中国式现代化迈出新的坚实步伐，第二个百年奋斗目标新征程实现良好开局。 经济运行稳中有进，高质量发展扎实推进，"十四五"前四年经济平均增速达到5.5%，在世界主要经济体 中名列 ...

2025 年 8 月 25 日，广西柳工机械股份有限公司宣布，其全资子公司柳工机械印尼制造有限公司将投资 5 亿元人民币在印尼建设制造工厂。 该项目通过 "广西柳工机械股份有限公司 —— 柳工机械香港有限公司 —— 柳工机械印尼制造有限公司" 的投资路径推进 ，预计 2026 年正式投产，2030 年年产能将达 5000 台 ，建成后有望成为印尼市场极具规模的 工程机械制造基地之一，此举标志着中国工程机械企业进一步深化印尼本地化布局，完善全球供应链体系的战 略决心。 作为东南亚人口最多、基建需求最旺盛的国家，印尼凭借丰富的人口红利与自然资源，成为全球工程机械 企业的战略必争之地。 数据显示，印尼是全球镍矿储量第一（占比 42%）、煤炭产量大国（2023 年达 7.75 亿吨），矿业领域设 备需求持续强劲 政府规划 2023-2024 年新增 55 个收费公路、大坝等基建项目 2045 年迁都计划更催生长期设备需求，叠加新能源电池产业爆发带动镍矿开采设备需求激增 2030 年光伏产能拟增至 29GW 的发展目标 为工程机械行业注入持续增长动力。 2025 年第三季度印尼 GDP 同比增长 5.04% 的稳健表现 ...

| 项目类别 | 数据指标 | | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价（日，元/吨） | | 96,560.00 | -380.00↓ 前20名净持仓（日，手） | -180,180.00 | -9007.00↓ | | | 主力合约持仓量（日，手） | | 552,239.00 | +8606.00↑ 近远月合约价差（日，元/吨） | -180.00 | +380.00↑ | | | 广期所仓单（日，手/吨） | | 8,992.00 | +770.00↑ | | | | 现货市场 | 电池级碳酸锂平均价（日，元/吨） | | 94,400.00 | +50.00↑ 工业级碳酸锂平均价（日，万元/吨） | 91,950.00 | +50.00↑ | | | Li₂CO₃主力合约基差（日，元/吨） | | -2,160.00 | +430.00↑ | | | | 上游情况 | 锂辉石精矿(6%CIF中国)平均价（日，美元/吨） | | 1,230.00 | 0.00 磷锂铝石 ...

Core Insights - Ningbo-Zhoushan Port has achieved a significant milestone by surpassing an annual container throughput of 40 million TEUs for the first time, marking a rapid growth trajectory in recent years [1][2] - The port has maintained its position as the world's largest in terms of cargo throughput for 16 consecutive years, with container business growing from 20 million TEUs in 2015 to 40 million TEUs in 2023 [1] - The port plays a crucial role in national strategies such as the Belt and Road Initiative and the development of the Yangtze River Economic Belt, enhancing its strategic importance [1] Group 1 - The annual container throughput at Ningbo-Zhoushan Port has increased from 10 million to 20 million TEUs in 7 years, from 20 million to 30 million TEUs in 6 years, and from 30 million to 40 million TEUs in just 4 years [1] - The port has over 210 berths capable of handling vessels of 10,000 tons and above, with more than 135 berths for vessels of 50,000 tons and above, making it one of the ports with the most large and super-large deep-water berths globally [1] Group 2 - Ningbo-Zhoushan Port has established a maritime trade network connecting over 600 ports in more than 200 countries and regions, with around 300 vessels operating daily, ranking second globally in port connectivity index [2] - Zhejiang Province is actively promoting the construction of a world-class strong port, implementing a comprehensive plan from 2023 to 2027 to enhance the port's core competitiveness and support capabilities [2] - The overall planning for Ningbo-Zhoushan Port has been revised and approved, optimizing the port's functional layout and resource allocation to support strong port construction [2]

新华社广州12月2日电 题："读懂中国"国际会议：全球南方国家探寻中国式现代化机遇 马来西亚亚太"一带一路"共策会会长翁诗杰表示，中国启动的亚洲基础设施投资银行、新开发银行 等多边开发银行机构，能够进一步缩小基础设施之间巨大的差距，并满足全球南方国家的增长需求，为 当前全球金融治理架构提供强有力的补充。 与会人士表示，中国致力于加大对全球发展合作的资源投入。在拓展南南合作的基础上，中方持续 推动发达国家向发展中国家提供资金、技术和能力建设支持，切实履行其官方发展援助承诺。 来自国家国际发展合作署的数据显示，在全球发展倡议框架内，中方升级全球发展和南南合作基金 并增资至40亿美元，创新设立全球发展项目库、资金库，动员230多亿美元资金支持全球南方发展振 兴，开展了1800多个合作项目。 新华社记者马晓澄、杨深深 11月30日至12月2日，2025年"读懂中国"国际会议在广州举行。与会人士普遍认为，中国的发展实 践为世界特别是全球南方国家，提供了有别于西方传统路径的现代化新选项，为全球发展注入更多稳定 性和正能量。 本届会议以"新布局、新发展、新选择——中国式现代化与全球治理新格局"为主题，聚焦"十五 五"规划建 ...

党的十八大以来，习近平总书记三次考察调研云南都对建设面向南亚东南亚辐射中心作出重要指示。 2025年3月，习近平总书记再次强调，云南区位条件独特，要积极推进高水平对外开放，建设面向南亚 东南亚辐射中心。近年来，云南持续壮大资源经济、园区经济、口岸经济，全省经济转型 成"形"起"势"，经济社会发展取得开创性进展。今年是"十四五"规划收官之年，《金融时报》记者邀请 到中国人民银行云南省分行党委书记、行长李滔，介绍和解读金融支持云南现代化建设中的相关举措和 成效。 《金融时报》记者：东盟连续5年蝉联我国最大贸易伙伴，我国连续16年保持对东盟第一大贸易伙伴地 位。在支持云南建设我国面向南亚东南亚辐射中心方面，金融系统开展了哪些工作？ 李滔：中国人民银行历来重视云南面向南亚东南亚特殊区位优势的发挥。2013年11月，中国人民银行牵 头11部委联合印发支持云桂两省（区）建设沿边金融综合改革试验区总体方案。五年试点期间，中国人 民银行牵头指导富滇银行在老挝设立老中银行，成为全国城市商业银行在境外设立的首家经营性机构， 目前已经发展为中老跨境金融合作的重要支点，在服务中老铁路建设、促进两国经济金融交往中发挥了 广泛作用。全国 ...

Core Viewpoint - The company, Wenzhou Yuanfei Pet Toy Co., Ltd., is experiencing growth in the pet economy, benefiting from cross-border e-commerce and the depreciation of the RMB, with a significant portion of its revenue coming from overseas sales [2][3]. Company Overview - Wenzhou Yuanfei Pet Toy Co., Ltd. specializes in the research, production, and sales of pet products and pet food, with main products including pet snacks, leashes, toys, dry food, and wet food [2][7]. - The company was established on September 27, 2004, and went public on August 18, 2022 [7]. - As of September 30, the company reported a revenue of 1.281 billion yuan for the first nine months of 2025, representing a year-on-year growth of 37.66%, and a net profit of 130 million yuan, up 8.75% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 85.78% of total revenue, benefiting from the depreciation of the RMB [3]. - The main revenue sources are pet snacks (52.09%), leashes (24.77%), staple food (9.79%), other products (7.72%), and toys (5.64%) [7]. - The company has distributed a total of 120 million yuan in dividends since its A-share listing [8]. Market Activity - On December 2, the company's stock price decreased by 0.41%, with a trading volume of 188 million yuan and a turnover rate of 6.53%, resulting in a total market capitalization of 5.129 billion yuan [1]. - The stock has seen a net inflow of 11.3487 million yuan from major investors today, with a total of 176 million yuan over the past three days [4][5]. Strategic Initiatives - The company has established overseas bases in Cambodia to enhance its global production capacity and reduce labor costs, with production facilities already operational [3]. - The company is focusing on building a supply chain in Southeast Asia to improve market competitiveness [3].

Core Viewpoint - The company, Huilong New Materials, is strategically investing in the pet industry by acquiring a stake in Hangzhou Pet Sales Supply Chain Management Co., aiming to leverage digital infrastructure and enhance market presence in the rapidly growing pet sector [2]. Group 1: Investment and Growth Strategy - Huilong New Materials has invested 6 million yuan for a 2.2% stake in Pet Sales Supply Chain Management, which focuses on digital solutions for the pet industry [2]. - The pet industry in China is experiencing rapid growth, and Pet Sales is positioned to capitalize on this trend, enhancing Huilong's market opportunities [2]. - The company aims to utilize this investment to gain insights and resources in the pet market, aligning with its focus on green and environmentally friendly products [2]. Group 2: Business Operations and Financial Performance - Huilong New Materials specializes in the research, production, and sales of colored polyester fibers, with a revenue composition of 50.79% from differentiated colored polyester FDY and 45.22% from DTY [8]. - For the period from January to September 2025, the company reported a revenue of 674 million yuan, reflecting a year-on-year growth of 11.26%, and a net profit of 30.74 million yuan, up 25.88% [8]. - The company has been recognized as a national-level "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3]. Group 3: Market Position and Industry Context - Huilong New Materials operates primarily in emerging markets along the Belt and Road Initiative, exporting to countries such as Indonesia, Pakistan, Thailand, and Turkey [3]. - The company is actively enhancing its international trade presence through collaborations with platforms like Alibaba and participation in trade exhibitions [3]. - The company has received multiple certifications for its environmentally friendly products, reinforcing its commitment to sustainability in the textile industry [2].

Core Viewpoint - The company, Meixin Technology, is experiencing a decline in stock price and trading volume, while benefiting from the depreciation of the RMB due to its high overseas revenue ratio [1][3]. Company Overview - Meixin Technology Co., Ltd. is located in Huizhou, Guangdong Province, and was established on June 16, 2004. It specializes in the research, production, and sales of plastic-wood composite materials and products [7]. - The company's main business revenue composition includes wall panels (55.37%), outdoor flooring (44.17%), and other (0.46%) [7]. - As of November 10, the number of shareholders increased by 4.67% to 7,347, while the average circulating shares per person decreased by 4.46% to 9,984 shares [7]. Financial Performance - For the period from January to September 2025, Meixin Technology achieved operating revenue of 672 million yuan, representing a year-on-year growth of 4.39%. However, the net profit attributable to the parent company was 28.40 million yuan, a decrease of 31.53% year-on-year [7]. - The company has distributed a total of 39.23 million yuan in dividends since its A-share listing [8]. Market Activity - On December 2, Meixin Technology's stock price fell by 1.16%, with a trading volume of 37.21 million yuan and a turnover rate of 2.58%. The total market capitalization is 2.33 billion yuan [1]. - The stock has seen a net outflow of 1.35 million yuan from major funds today, with a ranking of 51 out of 76 in its industry [4][5]. Technical Analysis - The average trading cost of the stock is 20.32 yuan, with the current price near a support level of 19.40 yuan. A drop below this support level could trigger a downward trend [6].

Core Viewpoint - The company, Shanghai Automotive Air Conditioning Parts Co., Ltd., is focusing on expanding its international market presence and enhancing its core competitiveness through strategic investments and product development in the automotive parts sector, particularly in the context of new energy vehicles and global partnerships [3][7]. Company Overview - Shanghai Automotive Air Conditioning Parts Co., Ltd. was established on July 8, 1992, and went public on November 1, 2023. The company specializes in the research, development, production, and sales of automotive air conditioning pipes and fuel distribution pipes [7]. - The company's main business revenue composition includes 79.38% from automotive thermal management system products, 18.86% from automotive engine system products, and 1.76% from other sources [7]. Financial Performance - For the period from January to September 2025, the company achieved a revenue of 1.645 billion yuan, representing a year-on-year growth of 6.41%. The net profit attributable to the parent company was 135 million yuan, with a slight increase of 0.28% year-on-year [8]. - Since its A-share listing, the company has distributed a total of 202 million yuan in dividends [9]. Market Position and Clientele - The company maintains long-term stable relationships with globally recognized engine manufacturers, including BorgWarner and NPP ITELMA LLC, which have stringent supplier certification systems [2]. - The company's air conditioning pipe products are widely used in various traditional fuel vehicles and have become a major supplier for several new energy vehicle models [3]. Strategic Initiatives - The company plans to establish a wholly-owned subsidiary in Morocco with an investment of up to 100 million yuan to enhance its international strategy and operational capabilities [3]. - The research and development department has over 30 years of experience and has quickly adapted to market changes by launching air conditioning pipe products that meet new energy vehicle quality standards [3].