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工厂游火热折射中国制造之变
Jing Ji Ri Bao· 2025-07-10 22:04
工厂参观成为当前文旅市场的新宠。从伊利现代健康智慧谷到小米汽车工厂,再到AG600飞机总装生产 线,各地工厂车间纷纷从幕后走到台前,吸引大量游客参观打卡。工厂游的火爆,不仅为旅游业注入新 活力,更从侧面折射出中国制造的升级蜕变。 与服务深度融合拓宽中国制造新边界。工厂游一头连着工业生产,一头连着旅游消费,是制造业与服务 业深度融合的生动实践。当生产线变身旅游景点,生产流程成为体验项目,传统工厂突破了单一生产属 性,衍生出工业观光、科普教育、品牌体验等多元服务场景。这种融合既拓展了制造业的增值空间,也 为服务业注入工业基因,形成"生产提效、消费提质、产业增值"的良性循环。 工厂游的火爆,是中国制造魅力的集中展示。夯实规模优势,持续向高端化、智能化、绿色化迈进,中 国制造将以更开放的姿态展现更多实力与自信。 (文章来源:经济日报) 工厂游火热,是消费需求、产业升级等多重因素作用的结果。工厂游起源于20世纪50年代的法国,雪铁 龙等汽车企业开始向公众开放生产车间,展示汽车生产流程,提升品牌形象,引起众多厂商效仿。如 今,汽车制造类企业仍是开放工厂游的重点类型,此外还包括食品、纺织、机器人等。工厂游火热背后 的原因在 ...
权益基金挑大梁 资金加速流入A股市场
Group 1 - The core viewpoint of the articles indicates a significant inflow of funds into the A-share market through equity funds, with a notable increase in the issuance of equity funds compared to fixed-income products [1][2][3] - As of July 9, 197 funds have ended their fundraising early this year, with equity funds making up a substantial portion, highlighting a shift in investor preference towards equity products [1][3] - The issuance of new funds has shown a remarkable recovery, with 672 new funds established by the end of June, totaling 530.347 billion units, of which 387 are stock funds, representing 35.46% of the total issuance [3][4] Group 2 - The trend of early fundraising closures is evident, with 68 new funds launched in July, 47 of which are equity funds, indicating a strong market sentiment and increased risk appetite among investors [4] - The performance of specific sectors such as AI, innovative pharmaceuticals, and high-end manufacturing has attracted significant capital inflow, leading to a faster pace of fund deployment [4] - Morgan Stanley Fund suggests that investor confidence in the A-share market is rising, supported by both liquidity and risk premium factors, with a continued focus on technology growth, high-end manufacturing, and new consumption sectors [4]
帮主郑重:7月10日涨停股里的门道,散户该怎么看?
Sou Hu Cai Jing· 2025-07-10 19:19
新联电子今天涨停,跟业绩预增和虚拟电厂概念有关。它上半年净利润预计增长500%多,虽说主要靠理财和金融资产收益,但主营业务也有改善,这算是 个积极信号。虚拟电厂这两年挺火,政策支持力度大,新联电子作为智能电网供应商,确实有机会分一杯羹。不过我得提醒一句,这类公司的业绩增长能不 能持续,还得看订单落地情况和行业竞争格局。散户朋友追高前,不妨看看它最近中标的项目金额,再对比一下同行业公司的估值,心里有杆秤再下手。 上纬新材今天涨停,是因为智元机器人要入主,核心团队里还有"稚晖君"彭志辉。这种控制权变更的事儿,市场最喜欢炒预期。智元机器人来头不小,背后 有智能制造和AI技术的资源,这对传统化工出身的上纬新材来说,确实是个转型机会。但股权转让有个过程,后续业务整合能不能顺利,还得打个问号。 散户朋友看到这种"换东家"的票,别急着冲进去当接盘侠,等股权变更尘埃落定,看看新团队到底有什么实打实的动作,再决定跟不跟也不迟。 最后说个提醒:今天涨停的票里,有不少是沾了政策利好或行业热点的光。散户朋友看到股价突然大涨,别急着追,先花几分钟看看公司公告,搞清楚涨停 的真正原因。是业绩实实在在增长,还是纯属资金炒作?是行业趋势不可 ...
苏州老字号全球伙伴行动启动 赋能“苏州制造”出海
Sou Hu Cai Jing· 2025-07-10 17:09
Group 1 - The Suzhou Old Brand Carnival was held on July 9, featuring nearly 30 Suzhou old brand companies, promoting consumer engagement through discounts and innovative initiatives [1][3] - The "Global Partner Action for Suzhou Old Brands" was launched, aiming to provide comprehensive services for old brands and facilitate international cooperation, enhancing the export capabilities of "Suzhou Manufacturing" [3][6] - The event utilized both online and offline strategies to activate new consumption scenarios, including a live streaming platform and various cultural performances to attract younger demographics [6][8] Group 2 - The Suzhou Manufacturing Brand Center serves as a comprehensive service platform integrating display, selection, and live streaming, supporting the transformation and upgrading of the manufacturing industry [8] - Since its opening in June last year, the center has attracted over a thousand enterprises through cross-border selection events and live streaming competitions, demonstrating effective online and offline promotional strategies [8] - The next steps for the Lion Mountain Business Innovation Zone include focusing on brand upgrades and market expansion for "Suzhou Manufacturing," providing more diverse platforms and support for enterprises [8]
城市24小时 | 提升首位度,“弱首府”如何扛重任?
Mei Ri Jing Ji Xin Wen· 2025-07-10 16:46
每经记者|杨欢 每经编辑|杨欢 图片来源:摄图网_500434112 据广西日报消息,7月9日,广西壮族自治区代主席韦韬到南宁市调研产业发展和民生项目推进等工作,强调南宁市作为自治区首府,是西部陆 海新通道重要节点城市,在全区高质量发展大局中肩负重要使命,要积极抢抓国家重大政策机遇,充分发挥经济大市挑大梁作用,加快构建以 先进制造业为骨干的现代化产业体系。 韦韬表示,要紧抓平陆运河建设契机,聚焦向海交通体系、向海产业体系等关键,加快东部新城建设和临港产业布局;加强项目谋划,强化要 素保障,优化服务流程,推动重点项目建设跑出加速度;主动靠前服务,营造一流营商环境,落实好各项惠企政策,精准高效解决企业实际难 题;依托链主企业招商,吸引更多上下游企业落地,做大做强新能源电池、铝精深加工、电子信息等先进制造业,加快形成新能源产业集群。 解读:以2024年的数据来看,全国31个省份中,低于全国增速(5%)的省份有9个,广西是其中之一(4.2%)。今年广西将经济预期目标定在 5%,"经济大市挑大梁"至关重要。 论名气不如桂林,论工业不如柳州,南宁在全区的显示度并不算高。2019年,广西印发《关于实施强首府战略的若干意见》 ...
(活力中国调研行)国产工业母机“削铁如泥” 陕西汉中“智造”高端装备
Zhong Guo Xin Wen Wang· 2025-07-10 15:57
中新网陕西汉中7月10日电(李一璠)位于秦巴腹地的南郑高新区厂房里,机床正以微米级精度作业。操 作工指尖轻点数控面板,铣床随即嗡鸣启动……南郑区工业母机生产线上生产正酣。 作为陕南工业重镇的汉中,工业基因正借这些精密设备焕发新生。当日,中新网记者跟随"活力中国调 研行·万千气象看陕西"主题采访团走进陕西省汉中市,了解其高端装备制造业发展情况。 据介绍,机床被誉为"工业母机",在制造业中扮演着至关重要的角色,其精确度和性能是衡量制造业发 展水平的关键指标。南郑区工业母机生产线建设项目是陕西省汉中市重点推进的高端装备制造产业项 目,聚焦高端技术突破,推动本地工业母机向高精度、自动化、节能环保方向升级。 如今,随着南郑区工业母机生产线建设项目等重点项目的加速推进,有着深厚工业底蕴的汉中市,正以 高端装备制造为笔,书写从"制造"跨越到"智造"的发展新篇,为秦巴腹地产业升级注入全新动能。(完) (文章来源:中国新闻网) 图为固达数控(汉中)有限公司的产品。李一璠摄 "聚焦数控龙门铣床、卧式加工中心、立式加工中心等高端数控机床制造,项目规划占地22亩,预计 2026年全面投产,届时可实现年产高端工业母机500台,核心部件 ...
悍高集团明日开启招股 过去三年净利复合增长率达60.74%
Group 1 - The core viewpoint of the article is that Hanhigh Group is launching an A-share IPO to raise funds for smart home hardware automation manufacturing and R&D, with a strong growth trajectory in recent years [1][2] - Hanhigh Group's revenue is projected to grow from 1.62 billion to 2.857 billion yuan from 2022 to 2024, with a compound annual growth rate (CAGR) of 32.78%, while net profit is expected to increase from 206 million to 531 million yuan, with a CAGR of 60.74% [2] - The company has received multiple authoritative certifications, including being ranked first in domestic sales of storage hardware among peers, and has seen rapid growth in basic hardware and kitchen & bathroom hardware sales over the past three years [2] Group 2 - Hanhigh Group is focusing on innovation and smart manufacturing, participating in major industry exhibitions to expand overseas markets and enhance its customer base [3] - The company has been recognized as a national high-tech enterprise and provincial industrial design center, launching award-winning products while increasing R&D investment to break the perception of low value-added and homogeneous competition in the hardware industry [3] - The funds raised will be directed towards building a smart home hardware automation manufacturing base, enhancing R&D capabilities, and improving internal management processes to boost operational efficiency [3] Group 3 - Hanhigh Group aims to consolidate its market position in core products while developing a comprehensive hardware solution for homes, supported by a multi-channel development strategy and enhanced marketing networks [4] - The company plans to strengthen its sales channels and expand its presence in overseas strategic regions, positioning itself as a global leader in the home hardware sector through technology-driven initiatives and improved smart manufacturing capabilities [4]
中国经济“行稳致远” 制造价值链升级继续
Cai Jing Wang· 2025-07-10 14:50
Group 1 - The core viewpoint is that despite the changing international landscape, China's economy remains resilient, with GDP growth expected to exceed 5% year-on-year in the first half of 2025 [1] - In the second half of the year, export growth may face pressure as the "export grabbing" effect diminishes, but macro policies will continue to support domestic demand growth [1] - China's policy approach is shifting towards a long-term stability model, as evidenced by recent structural reforms such as the removal of household registration restrictions for social insurance participation and the implementation of the Private Economy Promotion Law [1] - The upcoming "14th Five-Year Plan" is a focal point for understanding the direction of future structural reforms [1] Group 2 - In the short term, increased tariffs will negatively impact trade, but in the long term, it will lead to a new round of industrial chain restructuring and changes in trade and investment flows [2] - China remains the largest exporter, with a projected global market share of 14.6% in 2024, while the U.S. continues to be the largest importer with a market share of 13.6% [2] - The largest export destination for China has shifted from the U.S. to ASEAN, while Mexico has become the largest source of imports for the U.S. [2] - Countries like Mexico and Vietnam, which have seen rapid export growth to the U.S., have absorbed significant foreign direct investment (FDI) in recent years, closely linked to the global industrial chain layout of Chinese enterprises [2] - China's manufacturing sector is undergoing a value chain upgrade, with a noticeable increase in the proportion of capital goods and intermediate goods in exports [2] - The added value of goods exported to the U.S. from countries like Mexico and Vietnam that originate from China has also significantly increased [2] - The overarching trend indicates that Chinese manufacturing continues to extend towards both ends of the "smile curve," with Chinese companies actively seeking higher added value and deeply embedding themselves in the global industrial chain [2]
全球经济承压下行
Cai Jing Wang· 2025-07-10 14:50
Group 1 - Global trade and economic growth are expected to decline due to multiple uncertainties, with HSBC forecasting a slowdown in global goods and services trade growth to 1.8% in 2025 and 0.6% in 2026, alongside economic growth rates of 2.5% and 2.3% respectively [1] - The "import rush" effect in the US has led to a contraction in economic growth, and weakening data on employment and real wage growth may pressure private consumption spending [2] - Asian economies are facing export and manufacturing investment pressures, with potential for significant slowdown in export growth if US tariffs are reinstated, while expansionary macro policies may provide some buffer [3] Group 2 - US core inflation is expected to remain sticky, influenced by delayed tariff effects and reduced immigration, with forecasts indicating inflation will stay above the Federal Reserve's 2% target until the end of 2026 [2] - The uncertainty surrounding tariff negotiations is causing businesses to delay investment decisions, which could lead to a series of economic repercussions [3] - The reliance on private consumption recovery is becoming increasingly important for economic growth in Asia as both exports and investments face challenges [3]
谭天伟院士:我国如何发展新一代生物制造科技创新与关键技术?
SynBio团队 | 谭天伟院士 【SynBioCon】 获 悉,7月6日,在第二十七届中国科协年会主论坛的主旨报告环节,中国工程院院士、北京化工大学校长、中国可再生能源学会理事长 谭天伟 以 《 发展生物制造 助力新质生产力》 为主题,围绕生物制造的定义、生物制造产生新赛道和新业态、生物制造国内外发展态势、我国生物制造产 业重大需求与重点方向四方面进行了深入解读和系统阐释。 生物制造是以工业生物技术为核心,利用酶、微生物细胞,结合化学工程技术进行目标产品的加工过程,包括生物基材料、化学品和生物能源等。世界经 合组织曾提出"生物制造是工业可持续发展最有希望的技术之一"。 谭天伟认为,生物制造将为多领域带来革命性变化 :依赖于传统化工、植物提取获得产品的生产方式将逐步被从传统生物发酵升级后的生物制造方式所替 代;生物制造以 可再生的生物质为原料 ,将极大促进制造业"双碳"目标的实现;从经济发展维度来讲,生物制造是将生物技术创新产品推向商业规模的引 擎,是生物经济的基础;生物制造产业是战略性新兴产业重要组成部分,对于发展新质生产力意义重大。 从全球范围来看,世界主要经济体都明确了生物制造产业的战略目标,我国凭借完 ...