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【申万宏源研究春节见闻】从泡菜经济到睫毛之都:胶莱平原谱写的转型答卷
Xin Lang Cai Jing· 2026-02-20 05:26
Core Insights - The article highlights the transformation of Pingdu, a city in Shandong Province, from an agricultural base to a hub for advanced industries, including food processing and chemical manufacturing, showcasing its economic growth and development potential [1][10]. Agricultural Sector - Pingdu is recognized for its rich agricultural heritage, producing high-quality products such as celery and grapes, with significant contributions to the national food supply [2][11]. - The city is a major exporter of kimchi, holding over 60% of the market share in South Korea, with an annual export volume exceeding 200,000 tons [2][11]. - In 2024, Qingdao's vegetable planting area reached 112,000 hectares, with a total output of 7.039 million tons, highlighting the region's agricultural productivity [2][11]. Chemical Industry - The Qingdao New River Ecological Chemical Technology Industrial Park in Pingdu is a key player in the chemical sector, focusing on ecological practices and innovative technologies [3][12]. - The park has a significant underground brine reserve of approximately 30 million tons and is surrounded by extensive salt fields, providing essential raw materials for chemical production [4][12]. - By May 2025, the park had attracted 84 enterprises with a total investment of around 53 billion yuan, forming three major industrial clusters valued at over 10 billion yuan each [4][15]. Beauty Industry - The eyelash industry in Pingdu has evolved from small-scale workshops to a sophisticated manufacturing sector, producing 80% of China's and 70% of the world's eyelash products, with an annual output value of 10 billion yuan [6][17]. - The industry employs approximately 50,000 to 60,000 people and has integrated advanced technologies such as 3D printing and automation to enhance production efficiency [6][17]. - Each year, around 20 billion pairs of beauty eyelashes are exported globally, establishing Pingdu as a significant player in the beauty market [6][17]. Economic Growth - In 2025, Pingdu's GDP surpassed 101 billion yuan, ranking it seventh among Shandong's counties and cities with a GDP over 100 billion yuan [8][19]. - The city has successfully integrated its agricultural, chemical, and beauty industries, creating a robust economic ecosystem that supports sustainable growth [8][19].
人民币最大的敌人,是中国人自己?
Sou Hu Cai Jing· 2026-02-20 04:02
阅读须知:本文内容所有信息和数据,均为作者查阅官方信息和网络已知数据整合解析,旨 在让读者更清晰了解相应信息,如有数据错误或观点有误,请文明评论,作者积极改正! (创作不易,一篇文章需要作者查阅多方资料,整合分析、总结,望大家理解) 一份措辞犀利的讲话稿在网上流传,核心观点就一句,人民币最大的敌人,是中国人自己。 这话听起来刺耳,甚至有些"恨铁不成钢"的味道。 但如果你仔细看完里头的逻辑链,再对照当下的现实,背后那股寒意,恐怕不是空穴来风。 全球半导体产业的半壁江山,现在是谁在掌舵? 英特尔的陈立武、博通的陈福阳、AMD的苏姿丰……全球前五大芯片厂商,华裔掌门人占了多数。 再看营收巨头,台积电、联发科、英伟达(文中"漫威304"疑为笔误)、瑞昱、联咏、SK海力士,哪个 背后没有华人技术和管理团队的身影? 这说明了什么?说明在决定人类下一轮科技革命走向的顶级智力竞赛场,华人族群的表现,堪称碾压 级。 再看奥数、AI这些硬核竞技场,西方国家的顶尖代表队里,华裔面孔几乎成了"标配"。 这背后是东亚儒家文化圈极致的"内卷"自强,叠加一些研究中提到的族群智力优势,共同造就的恐怖竞 争力。 按理说,拥有这样一群"最强大脑 ...
凝聚桑梓力量 共绘发展新篇章 l 盐城大纵湖旅游度假区成功召开新春招商恳谈会
Xin Lang Cai Jing· 2026-02-19 08:41
转自:扬子晚报 2 月 19 日上午,盐城大纵湖旅游度假区 2026 新春招商恳谈会顺利举行。大纵湖旅游度假区管理办公室 班子成员、各村(居)及部门负责人,返乡乡贤、本地企业家代表等齐聚一堂,共叙乡情友谊、共商发 展大计、共绘美好蓝图。 本次恳谈会以 "纵享新发展 湖聚向未来"为主题,借助春节乡贤返乡的有利时机,搭建起政企沟通、乡 贤联谊的高效平台。会上,与会人员共同观看了盐都区宣传片;度假区党工委书记、管理办公室主任蒋 国兴详细介绍了度假区发展情况,从经济运行、文旅产业、招商引资、乡村面貌四个方面,全面亮出 2025 年发展 "成绩单",清晰明确 2026 年及 "十五五" 期间的发展目标、招商任务与重点方向。 会议倡议,广大乡贤和企业家争做产业兴乡 "领航员"、建言献策 "智囊团"、推介家乡 "代言人",一如 既往关心支持家乡建设。度假区也将以最优政策、最佳服务、最实举措,为大家返乡创业、投资兴业提 供全方位保障。 座谈交流环节,与会乡贤和企业家代表结合自身行业与发展实际,围绕度假区文旅融合、产业升级、生 态保护、乡村振兴等重点工作,提出了一系列针对性强、含金量高的意见建议。大家纷纷表示,将充分 发挥自身 ...
马年新春,遇见奔跑的顺义
新年已至 在顺义 "马"不只是生肖符号 马坡镇地处顺义新城核心区,是品质引领的新城政务门户、协同发展的创新产业高地、城乡互融的滨河 魅力家园。这里有烟火日常,也有不断更新的城市面貌。从马坡镇出发,循着潮白河畔的生态底色与新 城的发展脉搏,在奔跑中看见一座城市的向上生长。 也是一种姿态、一种节奏 在奔跑中积蓄力量 在前行中打开格局 这个新春 让我们循着"马"的足迹 走进顺义 一起查找马的元素 共同感受奔跑的力量 翻开顺义的版图,"马"首先落在地理坐标上。 向前一步,是产业的脉动。 金马工业区汇聚企业资源,以"马"的实干之姿推动产业升级,是顺义产业发展的重要板块。在这里,一 批具有代表性的本土企业不断壮大,为区域经济高质量发展注入源源不断的动力。 产业的发展,也融入百姓生活。 提到年味儿,不少人会想到马大姐食品的糖果与零食,那是许多家庭春节里的熟悉味道;金马欧兰食品 等企业同样深耕食品领域,在品质与创新中不断前行。品牌成长与城市发展同频共振,让"马"的奋进精 神,化作舌尖上的温暖年味儿,也成为顺义产业兴旺、民生幸福的生动注脚。 城市表达,也在持续焕新。 从地名里的"马"到生活中的"乐",一湖一园之间,藏着顺义惬意 ...
申万宏源电子研究团队春节见闻:三件小事,折射苏州电子产业的升级路径
Xin Lang Zheng Quan· 2026-02-19 06:16
Group 1 - The new packaging and testing facility by Tongfu Microelectronics in Suzhou is set to be completed by November 2024, covering an area of 155 acres and focusing on high-end packaging for advanced processors, with an expected annual output value of approximately 10 billion yuan [2][4] - The role of packaging in the semiconductor industry is evolving, becoming more like a system engineering process that requires higher I/O density and stricter thermal and reliability constraints [4] Group 2 - The new appliance recycling and subsidy program in Suzhou encourages consumers to upgrade to energy-efficient and smart products, with a 15% subsidy for qualifying appliances and a cap of 1,500 yuan per item, valid until December 31, 2026 [5] - The upgrade of Suzhou North Station is enhancing the efficiency of transportation and logistics, with the new hub expected to accommodate 10 platforms and 24 lines, improving accessibility and reducing friction costs in talent mobility and supply chain organization [6][8] Group 3 - The combination of advanced packaging capabilities, improved consumer processes, and upgraded transportation infrastructure is providing solid support for the continuous growth of the electronics industry in Suzhou [8]
中美关系其实并不复杂:要么是中国交出财富,要么是美国放弃霸权
Sou Hu Cai Jing· 2026-02-19 03:35
特朗普的2月操作显得尤为典型,展示了他一贯的谈判策略:先把牌举到你面前,再谈是否可以谈。在这一波操作中,有两件事尤其引人关注。第一,美国 对华降温的举措,特朗普政府宣布将暂停部分对华科技限制措施,为4月的峰会铺路。第二,特朗普却在同一时间强化了压筹码的手段,他提到正在与中国 讨论对台军售事宜,甚至表示这一决定即将做出,同时暗示这可能影响4月的访华计划。两件事结合来看,特朗普显然是在进行一场交易——一边控制风 险,一边加码筹码。 中美关系的本质争斗,其实可以用一句话概括得相当简洁——要么中国交出增长红利,继续作为体系中的好学生;要么美国接受霸权收缩,承认世界不再是 单极的。这句话表面上看似简化了问题,但它背后反映的是深刻的结构性冲突:美国想要的是体系控制权,而中国追求的是发展自主权。这不是单纯的谁喜 欢谁的问题,而是两种生存方式的对立。 2026年开年,随着美国一系列动作的展开,局势变得更加扑朔迷离。特朗普一方面加大对中国的关税、材料封锁、军售施压,另一方面却反复对外宣称关系 很好,通话很棒,还透露计划于4月访问中国。表面上看,这一切像是一场边砸门边握手的真人秀,究竟是缓和还是勒索式谈判?从时间线来看,中美关系 ...
立足商贸与制造优势 构建“广货行天下”新格局
Xin Lang Cai Jing· 2026-02-19 00:29
Core Insights - The central economic work meeting in December 2025 emphasized the importance of "domestic demand as the main driver" for economic work in 2026, with Guangdong launching the "Guangdong Goods Going Global" spring initiative to enhance the visibility and influence of local products [1] Group 1: Current Status of "Guangdong Goods" - The concept of "Guangdong Goods" has evolved from traditional products to include modern innovations such as drones, electric vehicles, and 5G smartphones, while traditional products like clothing and furniture have undergone brand rejuvenation [1] - Guangdong's foreign trade reached a record high of 9.49 trillion RMB in 2025, accounting for 20.9% of the national total and contributing 24.1% to national foreign trade growth [2] Group 2: Competitive Advantages of "Guangdong Goods" - The national open policy has provided a fundamental guarantee for the international expansion of "Guangdong Goods," aligning with central government initiatives to boost consumption and supply quality products [3] - Guangdong's manufacturing system has shown resilience amid global economic adjustments, with over 530 local enterprises participating in international trade exhibitions, highlighting their significant role in the global supply chain [3] Group 3: Strategies for Advancement - Improving product quality is essential, focusing on establishing a comprehensive quality control system and fostering "champion" enterprises in niche markets to create differentiated competitive advantages [4] - Reducing product costs through supply chain collaboration, digital transformation, and leveraging economies of scale is crucial for enhancing competitiveness [5] - Enhancing after-sales service systems to provide comprehensive support and improve brand loyalty in global markets is a priority [5] Group 4: Environmental and Market Expansion Strategies - Emphasizing green transformation to align with international environmental standards and promote sustainable development in manufacturing is vital [7] - Expanding international markets by integrating Lingnan culture into product design and marketing strategies can enhance global competitiveness [8]
归乡记 | 烟火藏变迁,故都有新生
Ge Long Hui A P P· 2026-02-18 09:40
个人的成长,从来都与故土的变迁同频共振。 儿时的郎官巷,青石板路光滑,青砖黛瓦错落,巷口老槐树遮天蔽日,邻里纳凉闲谈的场景,是最质朴的烟火图景。那时出行靠自行车和公交,街道狭 窄,商铺多是小杂货店与小吃摊,却有着纯粹的生活气息。 "少小离家老大回,乡音无改鬓毛衰。" 唐代诗人贺知章的诗句,穿越千年风雨,依然精准叩击着每一个归乡人的心扉。 2026年腊月廿三,小年刚过,年味渐浓,我告别深圳的霓虹喧嚣,踏上了前往家乡宁波的归途。 宁波,这座枕江靠海的城市,既有"走遍天下,勿如宁波江厦"的昔日繁华,也有"港通天下、书藏古今"的当下风采。它没有一线城市的喧嚣浮躁,却有着 二线城市独有的温润与厚重。 从小到大,我在海曙区的老巷里长大,记忆中的甬城,是南塘河上摇曳的乌篷船,是老外滩斑驳的欧式建筑,是巷口老铺飘来的油赞子香气,更是家族团 聚时餐桌上的红膏呛蟹与宁波汤圆。 如今,时隔一年归来,熟悉的故土既有不变的温情,更有令人惊叹的变迁,每一处细节,都藏着时代发展的印记,每一段见闻,都承载着个人与故土的羁 绊。 01 老巷藏岁月,成长伴乡愁 记忆中,最期待的便是春节。 进入腊月,巷子里就开始弥漫着浓浓的年味,家家户户都在忙着 ...
中国为特朗普准备了两条路,美国选哪条中国都奉陪到底
Sou Hu Cai Jing· 2026-02-18 07:57
王毅在慕尼黑的发言,将这两条路径清晰地摆在了台面上。第一条是合作之路。如果美国能够客观看待中国的发展,制定 务实的政策,在贸易平衡、芬太尼打击、气候变化等具体问题上寻求更多的共同点,那么两国的合作将成为主旋律。这不 仅对中美两国人民带来实实在在的好处,也有助于全球经济的稳定和国际重大议题的解决。特朗普多次表示,他尊重中国 和中国人民,并认为两国元首可以携手应对世界上的重大挑战。如果美国愿意走这条合作之路,双方的关系将更为紧密, 合作的成果将使世界更加稳定。 第二条是对抗之路。如果美国继续在供应链上强行切割,并且在所有议题上情绪化施压,尤其是在台湾问题上推动分裂行 为,触及到中国的核心红线,那就意味着全面对抗。台湾始终是中国的一部分,任何外部势力试图改变这一现状,都将在 两岸之间制造冲突,威胁和平稳定。中国在这一问题上的立场始终清晰明确,相关的准备工作,已经覆盖了外交、经济以 及必要的防卫手段等多个方面。王毅的发言无疑向美国发出了明确警告,强调了中国在面对冲突时的坚定态度。 慕尼黑安全会议刚刚落下帷幕,两天后,中美两国的高层互动迅速进入实质阶段,为特朗普计划中的四月访华做最后的准 备。2月13日,王毅与鲁比奥的 ...
归乡记 | 烟火藏变迁,故都有新生
格隆汇APP· 2026-02-18 07:03
Core Viewpoint - The article reflects on the significance of returning home during the Chinese New Year, emphasizing the emotional connection to one's roots and the changes in the hometown over time [2][4]. Group 1: Personal Growth and Nostalgia - Personal growth is intertwined with the changes in one's hometown, highlighting the transformation of familiar places and the nostalgia associated with them [6][10]. - The anticipation of the Spring Festival is a central theme, with descriptions of traditional preparations and family gatherings that evoke a sense of warmth and belonging [7][8]. - The author notes the contrast between the past and present, where familiar streets have modernized while retaining their essence, showcasing the blend of tradition and contemporary life [11][12]. Group 2: Economic and Urban Development - Ningbo's recent development is marked by an optimization and upgrading of its industrial structure, with a projected GDP of 18,716 billion yuan in 2025, reflecting a growth rate of 4.9% [20]. - The city has transitioned from a manufacturing and port trade focus to a more diversified economy, with examples of local businesses adapting to new market demands, such as cross-border e-commerce and high-end battery manufacturing [22]. - Urban transformation is evident in the revitalization of old streets and the emergence of modern districts, blending historical charm with contemporary vibrancy [23]. Group 3: Cultural Significance and Family Values - The essence of returning home is encapsulated in family reunions during the New Year, where traditional dishes symbolize cultural heritage and familial bonds [26][31]. - The values of the "Ningbo Gang," emphasizing integrity and patriotism, are highlighted as integral to the community's identity and are passed down through generations [28]. - The article concludes with a hopeful message about the future of Ningbo, encouraging a continued connection to cultural roots amidst ongoing change [32][33].