新疆·昌吉讯——2026年5月10日至12日，中国（新疆）国际石材及机械工具展览会将在新疆昌吉国际会展中心隆重举行。本届展会以"链接丝路，石动未 来"为主题，致力于为国内外石材、机械及相关行业企业打造一个高效对接中亚乃至欧亚市场的专业化平台。 区位优势：新疆成为辐射欧亚的"桥头堡" 新疆作为"一带一路"核心区，地理上连接中国内地与中亚、西亚、南亚及欧洲，具备得天独厚的区位与政策优势。本届展会落地昌吉，不仅依托当地丰富的 石材资源与产业基础，更着眼于发挥新疆在"丝绸之路经济带"中的枢纽作用，助力企业拓展跨境合作。 展会亮点：全产业链覆盖与多元化对接 展览面积预计突破3万平方米，设立石材产品展区、采矿技术装备展区、加工机械与工具展区、绿色建材与设计应用展区等四大板块。预计吸引来自中国本 土、哈萨克斯坦、乌兹别克斯坦、俄罗斯、土耳其、伊朗等20余个国家和地区的数百家企业参展，专业观众人数预计突破3万人次。 除产品展示外，展会期间将配套举办"中亚石材市场投资论坛""绿色矿山技术研讨会""中外企业采购对接会"等系列活动，推动技术交流与贸易合作落地。 市场契机：中亚基建升温带动需求增长 随着中亚地区城市化进程加速及基础设 ...

Report Summary 1. Investment Rating - No investment rating information is provided. 2. Core View - The report focuses on the overall situation of multiple industries, including upstream, mid - stream, and downstream sectors, and also mentions relevant policies and price trends. It points out that there are policy promotions in the downstream of the real estate industry and the service industry, and there are price fluctuations and changes in the operating conditions in various industries [1][2][3]. 3. Industry - Specific Summaries Upstream - **Black**: Coal prices have slightly declined [2]. - **Agriculture**: The prices of eggs and palm oil have rebounded, while the price of cotton has a 0.38% change. The average wholesale price of pork has a 0.45% change. The prices of some agricultural products such as corn, eggs, palm oil, and cotton are tracked in the price index table, with varying degrees of year - on - year changes [2][36]. - **Energy**: The price of liquefied natural gas is fluctuating, and the coal price has a - 1.57% year - on - year change on December 1 [2][36]. Mid - stream - **Chemical**: The operating rates of PX and urea have declined [3]. - **Energy**: The coal consumption of power plants is at a low level [3]. - **Infrastructure**: It is the off - season for asphalt construction [3]. Downstream - **Real Estate**: The sales of commercial housing in first, second, and third - tier cities have slightly rebounded [3]. - **Service**: The number of domestic flights is at a low level [3]. 4. Policy Information - **Production Industry**: The Ministry of Industry and Information Technology encourages Chinese photovoltaic, wind power, lithium battery, and new energy vehicle enterprises to "go global" and participate in the construction of green energy projects in countries along the "Belt and Road" [1]. - **Service Industry**: Chinese citizens can travel and conduct business in Russia without a visa from December 1, 2025, to September 14, 2026, for up to 30 days. Many cities are intensively implementing a new round of housing purchase subsidy policies, with Changzhou offering a maximum subsidy of 200,000 yuan, and about 100 cities and districts such as Hangzhou and Wuhan increasing subsidy efforts this year [1].

12月2日，特锐德盘中下跌2.15%，截至09:39，报25.96元/股，成交9275.70万元，换手率0.34%，总市值 274.02亿元。 资金流向方面，主力资金净流出142.81万元，特大单买入130.44万元，占比1.41%，卖出216.76万元，占 比2.34%；大单买入1125.01万元，占比12.13%，卖出1181.50万元，占比12.74%。 特锐德今年以来股价涨19.08%，近5个交易日跌1.67%，近20日跌9.99%，近60日涨5.23%。 分红方面，特锐德A股上市后累计派现6.84亿元。近三年，累计派现3.14亿元。 机构持仓方面，截止2025年9月30日，特锐德十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股4651.51万股，相比上期增加1705.36万股。易方达创业板ETF（159915）位居第三大流通股 东，持股1530.08万股，相比上期减少254.60万股。南方中证500ETF（510500）位居第四大流通股东， 持股1077.77万股，相比上期减少21.77万股。广发国证新能源车电池ETF（159755）位居第六大流通股 东，持股786.84万股，为新进股 ...

携手打造高水平对外开放门户枢纽 吴恳感谢广州对"读懂中国"国际会议的有力服务保障。他说，广州作为中国"南大门"，具有悠久的历史 文化和开放包容的城市品格，在国际舞台上发挥着日益重要的作用。中国人民外交学会高度重视与广州 的合作，将继续支持广州举办更多具有国际影响力的活动，加大宣传推介力度，讲好大湾区故事、广东 故事、广州故事，更好服务国家总体外交和地方经济社会发展。 中国人民外交学会副会长邹肖力，市领导边立明参加。 相关附件 向世界展示中国式现代化广州实践的生动图景 12月1日，广州市委书记郭永航在穗会见中国人民外交学会党组书记、会长吴恳一行。 郭永航对吴恳一行表示欢迎，感谢中国人民外交学会长期以来给予广州发展的大力支持。他说，中国人 民外交学会作为新中国首个人民外交机构，长期致力于促进中外民间交流，参与主办的"读懂中国"国际 会议（广州）已成为践行习近平外交思想、让世界了解中国发展战略的重要平台。广州自古就是一座开 放的城市，是中国改革开放的排头兵，当前正全面贯彻党的二十届四中全会精神，深入学习贯彻习近平 总书记视察广东和出席第十五届全国运动会开幕式重要讲话重要指示精神，坚定扛起习近平总书记、党 中央赋予的 ...

Industry Overview - The smart logistics equipment industry focuses on the intelligent movement of goods from suppliers to demanders, incorporating six basic activities: smart packaging, unloading, warehousing, transportation, distribution, and processing [2] - Smart logistics equipment integrates technologies such as perception sensors, information technology, and artificial intelligence, making it a key component of the intelligent manufacturing equipment system [2] Application Scenarios - Smart logistics equipment is primarily applied in two fields: industrial production logistics and commercial distribution logistics [3] - Industrial production logistics involves the storage and transportation of raw materials and semi-finished products within factories, enhancing production efficiency and warehouse management [3] - Commercial distribution logistics emphasizes the connection between factories, merchants, and consumers, focusing on the storage, sorting, and distribution of goods [3] Industry Development History - The smart logistics industry originated in the 1950s in the United States, evolving from automated logistics equipment to intelligent logistics systems over the decades [7] - Key milestones include the establishment of the first automated warehouse in 1962 and the transition to intelligent logistics around 2010, driven by advancements in IoT and digital technologies [7] - China's smart logistics equipment industry began developing in the early 1990s, gaining momentum with the rapid growth of manufacturing and technological upgrades [7][8] Industry Chain Analysis - The smart logistics equipment industry chain consists of upstream raw materials (components, metals, motors, etc.), midstream manufacturing (intelligent conveying, warehousing, sorting equipment), and downstream customers (manufacturers and system solution providers) [8] - The upstream market for raw materials is competitive and well-supplied, while midstream manufacturers focus on producing equipment tailored to various industry needs [11][12] Market Size and Growth - The Chinese smart logistics equipment market grew from 31.92 billion yuan in 2018 to 100.39 billion yuan in 2023, with a compound annual growth rate (CAGR) of approximately 25.76% [12] - The market is projected to reach 192.02 billion yuan by 2027, with a CAGR of 17.60% from 2023 to 2027, driven by advancements in logistics technology and industrial automation [12]

市场走势 资料来源：最闻 国内市场主要指数 研究早观点 2025 年 12 月 2 日 星期二 | 指数 | | 收盘 | 涨跌幅% | | --- | --- | --- | --- | | 上证指数 | | 3,914.01 | 0.65 | | 深证成指 | | 13,146.72 | 1.25 | | 沪深 | 300 | 4,576.49 | 1.10 | | 中小板指 | | 8,008.75 | 1.40 | | 创业板指 | | 3,092.50 | 1.31 | | 科创 | 50 | 1,336.76 | 0.72 | | 资料来源：最闻 | | | | 分析师： 彭皓辰 执业登记编码：S0760525060001 邮箱：penghaochen@sxzq.com 【今日要点】 【行业评论】煤炭：煤炭进口数据拆解：25 年 10 月进口环比收缩 【山证纺服】波司登 26 财年中期业绩点评-品牌羽绒服板块引领营收 稳健增长，库存周转速度显著提升 【公司评论】壶化股份(003002.SZ)：深度报告-山西民爆龙头，西部项 目引领发展新征程 2019 年 2 月 21 日 星期四 请务必阅读最后股 ...

《区域全面经济伙伴关系协定》（RCEP）联委会第十一次会议近日在泰国清迈举行，全面落实今年10 月RCEP领导人会议达成的共识，其中一项关键任务是推进新成员加入进程。自2018年中美经贸摩擦出 现以来，全球产业链供应链重构，显现出局部收缩、近岸布局与区域聚拢的特征。在依托地理邻近性形 成的区域一体化基础上，区域间互联互通的动力也正在发挥作用。随着斯里兰卡和智利等相继提出加入 申请、其他一些经济体表达加入兴趣，RCEP展现出从区域安排向跨区域安排升级的预期潜力。未来， 可进一步依托RCEP，深化面向外部的区域一体化，构建以亚太大循环为主体，跨区域经济互联互通的 地区新发展格局。 RCEP的演进同时受到多股力量的共同作用。"美国-"刺激多边主义退缩。美国国内结构性调整压力持续 削弱其对外经济领导意愿，它在全球多边机构中更多体现出交易性质。无论政府如何更迭，华盛顿逐步 退出全球经济治理领导角色的趋势在短期内难以逆转。在此情况下，亚洲地区既难以依赖，也不应寄望 美国重回传统领导地位。而开放的亚洲将为非洲、北美和欧洲等其他地区带来积极效应，若RCEP推动 的改革与市场开放以多边方式拓展至成员国以外，其影响力将进一步扩大 ...

【环球时报综合报道】 编者的话： 中国悠久的文明与独特的发展道路一直吸引着世界的目光。对中国的 研究与认知在不同历史阶段、不同地区展现出丰富多元的视角。在"对华认知观察"深度认知系列报道的 第三篇中，阿尔及利亚学者、阿尔及利亚-中国友好协会主席伊斯梅尔·德贝什，英国知名学者、清华大 学当代国际关系研究院访问教授马丁·雅克，欧洲著名汉学家、德国哥廷根大学东亚文学与文化荣休教 授施寒微（Helwig Schmidt-Glintzer）将为我们讲述对华认知的历史经纬与现实意义。 " 中国研究正变得更为混合、多元 " 环球时报： 新中国成立后，您关注的一些国家的对华认知经历了几个阶段？各个阶段都有什么特点？ 伊斯梅尔 · 德贝什： 在我看来，新中国成立之后至上世纪90年代初，西方对华认知先是体现为冷战思维 下的妖魔化中国，后在制衡苏联的背景下逐步转为"中国正面且重要"。这一时期，社会主义阵营国家多 视中国为盟友，发展中国家则将中国当作反霸权伙伴。 上世纪90年代初至本世纪前十年，西方对华先呈现出"中国崩溃论"与"中国威胁论"交织的政冷经热认 知，后续在反恐和经济领域对中国需求上升且认可中国对全球经济的支撑作用，但仍暗 ...

【环球时报报道 记者 线一凡 周扬】"伊朗与土耳其宣布斥资16亿美元修建亚欧连通铁路。"《今日土耳 其》网站11月30日以此为题报道称，伊朗外交部长阿拉格齐当天宣布，伊朗和土耳其已达成协议，将修 建一条新的铁路，以打造连接亚洲和欧洲的战略运输走廊。这条规划中的线路被称为马兰德-切什梅赫 萨拉亚铁路线，从伊朗西北部开始建设，与土耳其阿拉勒克地区的铁路相连，全长约200公里。伊朗政 府估计该项目耗资约16亿美元，工期为3至4年。 据报道，阿拉格齐11月29日与到访伊朗的土耳其外长费丹举行联合新闻发布会，表示两国均强调消除贸 易和投资壁垒的重要性。两位外长均对铁路工程近期开工抱有乐观态度，并着重强调了该铁路对地区发 展的重要意义。 伊朗道路与城市发展部长萨迪克日前表示，将全力推进该段铁路建设，这一项目完工意味着古代丝绸之 路南线将成为全铁路走廊，"保障中欧铁路网络的连贯畅通"。萨迪克还说，这一基础设施能实现"各类 货物运输的高效低价，且中途停靠站点极少"。 土耳其媒体称，该铁路线将为亚洲和欧洲之间的货物运输提供一条替代陆路路线，减少对距离更长的海 上航线或其他跨国陆路走廊的依赖。伊朗经济学家马达尼对伊朗学生通讯社说 ...

Core Points - The Greek decision on November 27 allows the American company Onex to acquire 40 hectares of land at Elefsina Port, expanding its operations from shipbuilding to logistics and defense, which is strategically located near the Chinese-operated Piraeus Port [1][2] - Greek Development Minister Takis' statement about strengthening strategic cooperation with the U.S. is seen as a move to counter China's influence in the Mediterranean, indicating a geopolitical calculation behind the economic transformation [1][2] Group 1: Economic Implications - Greece's economy has been struggling due to a debt crisis, and the Elefsina shipyard was on the brink of bankruptcy before Onex's acquisition, which brought in $125 million in financing [2] - The expansion aims to transform the port into an energy hub and create jobs through defense and logistics operations, reflecting Greece's strategy to leverage foreign investment for development [2][4] Group 2: Strategic Risks - The competition and security risks posed by Chinese operations at Piraeus Port are highlighted, as Elefsina Port's proximity to military bases could allow the U.S. to monitor Chinese activities, creating potential operational challenges for Chinese investments [2][3] - The U.S. aims to establish a network of Mediterranean ports, including Elefsina, Volos, and Alexandroupolis, to limit Chinese influence in Southern Europe, which could complicate future Chinese acquisitions in Europe [3][5] Group 3: Geopolitical Dynamics - The U.S. strategy involves using capital to gain control over Greek port resources while simultaneously establishing military and logistics capabilities to counter China in the Mediterranean [5][6] - The Greek parliament's unanimous support for the port deal reflects the political pressure from the U.S., as Greece, being a NATO member, relies heavily on American military and security support [5][6] Group 4: Comparative Analysis - In contrast to Greece's cautious approach, Italy has embraced Chinese investment in its ports, leading to significant growth in port throughput, showcasing a different strategy in handling foreign investments [5][6] - The U.S. port strategy in the Mediterranean not only targets China but also aims to replace Russia's energy influence, particularly in the context of the Alexandroupolis port [6][9] Group 5: Future Considerations - The key for China lies in deepening cooperation with Piraeus Port and other Mediterranean countries to avoid being encircled by U.S. port investments, emphasizing the importance of strategic partnerships [6][9] - The ongoing geopolitical maneuvering in the Mediterranean reflects broader global power dynamics, with implications for the Belt and Road Initiative and regional economic cooperation [9]