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专访中国泰国商会副会长庄派吉:中泰合作提质升级 共拓新能源、数字新机遇
Xin Lang Cai Jing· 2025-12-23 23:14
Group 1: China-Thailand Economic Cooperation - China is promoting high-quality development, focusing on new productive forces in key areas such as biotechnology, new energy, and artificial intelligence, which aligns with Thailand's "Industry 4.0" strategy, laying a foundation for cooperation between the two countries [1] - In the first half of this year, the bilateral trade volume between China and Thailand reached $76.1 billion, a year-on-year increase of 17%, with China being Thailand's largest trading partner for 12 consecutive years [1] - Thailand's King Vajiralongkorn's state visit to China in November marks a milestone in bilateral relations, coinciding with the 50th anniversary of diplomatic relations [1] Group 2: Thai Investment in China - Thai companies have a long history of investment in China, with Charoen Pokphand Group being the first foreign enterprise to enter China post-reform, currently operating over 600 enterprises in China with direct investments ranging from 120 billion to 180 billion RMB [2] - Thai investments in China are concentrated across various provinces and sectors, evolving from traditional industries like agriculture to high-tech and quality sectors such as food processing, services, finance, logistics, and bioenergy [2] Group 3: Investment Environment in China - The Chinese government is continuously optimizing the investment environment, promoting high-level opening-up and deepening reforms, which includes establishing free trade zones and reducing negative lists for foreign investment [3] - The recently announced "14th Five-Year Plan" emphasizes expanding domestic demand and innovation, which will create new opportunities for international investors, including those from Thailand [3][4] Group 4: Chinese Investment in Thailand - Chinese enterprises are accelerating investments in Thailand, focusing on emerging industries such as new energy vehicles, digital infrastructure, new materials, and biotechnology, aligning with Thailand's industrial strategies [5] - Thailand is enhancing its infrastructure and workforce skills to better accommodate foreign investments, recognizing the importance of a robust ecosystem for attracting investment [5] Group 5: Social Acceptance of Chinese Investment in Thailand - There is a general positive sentiment towards Chinese investment in Thailand, with approximately 20% to 30% of the population having Chinese ancestry, leading to a welcoming attitude towards Chinese enterprises [6] - The cooperation between China and Thailand is mutually beneficial, with Thailand gaining from investments, domestic market growth, and export activities, fostering a win-win situation [6] Group 6: Trade Challenges and Opportunities - In the face of international trade uncertainties, strengthening bilateral ties is crucial for both countries, as highlighted by the recent royal visit from Thailand to China [7] - Thailand can serve as a reliable partner for Chinese enterprises, helping them export products to broader international markets, thus mitigating risks associated with trade challenges [7][8]
徐贤标:凡拓以数字孪生技术破解工业转型痛点 赋能智能制造落地
Xin Lang Cai Jing· 2025-12-23 12:14
(来源:中关村智慧城市信息化产业联盟) ■ 中国工业报记者 郭宇/文 毛志亮/图 产线升级必拆旧设备?海外工厂设备故障缺人修?工业智能化转型中的这些"老大难"问题,如今有了高效解决方案。在12月14日举办的第十八届中国工业 论坛——智能制造赋能首台(套)大会现场,广州凡拓数字创意股份有限公司(以下简称"凡拓")副总裁徐贤标带来了数字孪生技术的破局之道。他聚焦 首台(套)产品在研发、验证、落地全周期的痛点难题,结合多个落地案例详解了公司如何以数字孪生技术为工业生产赋能,让复杂的智能制造场景变得 简单并且可落地。 徐贤标说,现在工业已经进入4.0时代,智能化、网络化是大趋势,而数字孪生就是这个趋势里的关键技术。"以前很多数字孪生项目都是'为做而做',看 着热闹却不实用。我们现在做到了以虚控实、以虚预实、以虚优实——简单说就是靠虚拟的数字模型,去控制、预测、优化真实的生产过程,让技术真正 帮到企业提质增效。" 数字孪生在产线优化上的作用最直接。针对很多工厂"柔性产线频繁升级"的痛点,凡拓搭建了一套产线孪生平台,它能通过物联网收集生产中的关键数 据,比如产品合格率、物料浪费率等,一旦出现问题会自动报警。徐贤标举了个通 ...
联得装备涨2.09%,成交额1.78亿元,主力资金净流入1567.16万元
Xin Lang Zheng Quan· 2025-12-23 05:54
今年以来联得装备已经1次登上龙虎榜,最近一次登上龙虎榜为11月27日,当日龙虎榜净买入1.80亿 元;买入总计2.29亿元 ,占总成交额比30.02%;卖出总计4850.33万元 ,占总成交额比6.36%。 12月23日,联得装备盘中上涨2.09%,截至13:44,报30.80元/股,成交1.78亿元,换手率4.89%,总市值 57.12亿元。 资金流向方面,主力资金净流入1567.16万元,特大单买入1022.03万元,占比5.74%,卖出1085.98万 元,占比6.10%;大单买入4246.80万元,占比23.87%,卖出2615.69万元,占比14.70%。 联得装备今年以来股价跌1.06%,近5个交易日涨6.28%,近20日涨7.88%,近60日跌7.45%。 资料显示,深圳市联得自动化装备股份有限公司位于广东省深圳市龙华区观湖街道樟溪社区下围工业区 一路1号L栋101,成立日期2002年6月7日,上市日期2016年9月28日,公司主营业务涉及电子专用设备 与解决方案供应商。主营业务收入构成为:设备类98.18%,治具夹具类1.54%,其它类0.28%。 分红方面,联得装备A股上市后累计派现1.58 ...
东方精工跌2.04%,成交额2.84亿元,主力资金净流出3049.30万元
Xin Lang Cai Jing· 2025-12-23 02:39
今年以来东方精工已经7次登上龙虎榜,最近一次登上龙虎榜为11月4日。 资料显示,广东东方精工科技股份有限公司位于广东省深圳市南山区招商街道水湾社区蛇口望海路1166 号招商局广场18A,成立日期1996年12月9日,上市日期2011年8月30日,公司主营业务涉及瓦楞纸箱多 色印刷成套设备的研发、设计、生产、销售及服务。主营业务收入构成为:瓦楞纸板生产线64.67%, 水上动力产品及通机产品22.44%,瓦楞纸箱印刷包装设备(含数码印刷设备)12.89%。 东方精工所属申万行业为:机械设备-专用设备-印刷包装机械。所属概念板块包括:人工智能、工业 4.0、工业互联网、机器人概念、华为概念等。 12月23日,东方精工盘中下跌2.04%,截至10:20,报17.77元/股,成交2.84亿元,换手率1.59%,总市值 216.31亿元。 资金流向方面,主力资金净流出3049.30万元,特大单买入1379.47万元,占比4.85%,卖出2705.43万 元,占比9.51%;大单买入4682.90万元,占比16.47%,卖出6406.23万元,占比22.53%。 东方精工今年以来股价涨84.72%,近5个交易日涨3.13 ...
好莱客跌2.00%,成交额1349.57万元,主力资金净流出190.68万元
Xin Lang Cai Jing· 2025-12-23 02:00
Group 1 - The core viewpoint of the news is that Haolaike's stock has experienced fluctuations, with a recent decline of 2.00% and a year-to-date increase of 41.82% [1] - As of December 23, Haolaike's stock price is 13.22 yuan per share, with a market capitalization of 4.116 billion yuan [1] - The company has seen a net outflow of 1.9068 million yuan in principal funds, with significant selling activity [1] Group 2 - Haolaike operates in the light industry manufacturing sector, specifically in customized home furnishings, and is involved in various concepts such as smart home and industrial 4.0 [2] - For the period from January to September 2025, Haolaike reported a revenue of 1.265 billion yuan, a year-on-year decrease of 12.38%, and a net profit of 31.3557 million yuan, down 65.53% year-on-year [2] - The number of shareholders increased by 3.34% to 9,123, while the average circulating shares per person decreased by 3.22% [2] Group 3 - Since its A-share listing, Haolaike has distributed a total of 846 million yuan in dividends, with 305 million yuan distributed over the past three years [3]
一代工业强国走向衰落
投资界· 2025-12-23 01:50
地球知识局 . 人文+地理+设计,全球视野新三观。 合作请联系:xiaobaibai_9999(注明品牌和需求) 以下文章来源于地球知识局 ,作者地球知识局 德国启示录。 作者 / 绯红之猪 来源 / 地球知识局 (ID: diqiuzhishiju ) 我们小时候都读过类似的故事:美国沃尔玛超市卖1 0美元的芭比娃娃,中国离岸价格只 有2美元,代工厂的利润只有可怜的0 . 3 5美元。我们要做数以亿计的芭比娃娃,才能换 一架美国波音公司的大飞机。 这其实,正是早年间中国制造业"大而不强"的无情写照,即被发达国家用高端制造业的 剪刀差"割韭菜"。 十 年 前 , 中 国 提 出 了 " 中 国 制 造 2 0 2 5 " 计 划 , 决 心 用 十 年 时 间 , 分 两 步 ( 2 0 2 0 、 2 0 2 5) 彻 底 扭 转 中 国 制 造 业在 当时" 大 而 不强 " 的 基本 现状 , 并选 定 了 以 下 十 个 重点 领 域,作为主要突破方向: 新一代信息技术产业 高档数控机床和机器人 航空航天装备 节能与新能源汽车 电力装备、农业装备 新材料和生物医药及高性能医疗器械 在更早的时间点(2 ...
中国泰国商会庄派吉:中泰合作提质升级,共拓新能源、数字新机遇
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-22 23:46
南方财经21世纪经济报道记者和佳、实习生倪缤缤曼谷报道 "当前,中国正推动高质量发展,着力发展新质生产力,聚焦生物科技、新能源、人工智能等重点领 域。而泰国持续推进的'工业4.0'战略,与中国发展战略高度契合,为两国在这些领域的合作奠定了基 础。"近日,中国泰国商会副会长兼秘书长、泰国驻中国大使馆前商务公使庄派吉(Phaichit Viboontanasarn)在曼谷接受21世纪经济报道记者专访时称。 今年适逢中泰建交50周年,泰国国王哇集拉隆功11月对中国进行了国事访问,这是两国建交以来泰国国 王首次访华,成为双边关系发展的里程碑。 多年来,中泰经贸合作持续深化,中国已连续12年成为泰国最大贸易伙伴。中方数据显示,今年上半 年,中泰双边贸易额达761亿美元,同比增长17%。中国作为泰国第二大出口市场,吸纳了泰国40%以 上的农产品出口。 许多中国企业深耕泰国市场,践行"在泰为泰"的本地化理念,其投资布局紧密对接泰国国家发展战略, 已在电动汽车、数字经济、绿色经济等重点领域取得显著合作成效。 展望未来,庄派吉指出,日前公布的"十五五"规划建议清晰指明了中国未来的发展路径,如扩大高水平 对外开放、全面深化改革, ...
杰克科技跌2.00%,成交额1.01亿元,主力资金净流出314.94万元
Xin Lang Zheng Quan· 2025-12-22 05:13
分红方面,杰克科技A股上市后累计派现14.02亿元。近三年,累计派现7.52亿元。 今年以来杰克科技已经1次登上龙虎榜,最近一次登上龙虎榜为8月15日。 资料显示,杰克科技股份有限公司位于浙江省台州市椒江区三甲东海大道东段1008号,成立日期2003年 8月27日,上市日期2017年1月19日,公司主营业务涉及工业缝制机械的研发、生产和销售,包括工业缝 纫机、裁床、铺布机等工业用缝中、缝前设备以及电机、电控等工业缝制机械重要零部件。主营业务收 入构成为:智能工业缝纫机86.87%,智能裁床及铺布机10.21%,衬衫及牛仔智能自动缝制设备2.71%, 其他(补充)0.21%。 杰克科技所属申万行业为:机械设备-专用设备-纺织服装设备。所属概念板块包括:养老金概念、中 盘、工业4.0、工业互联网、人形机器人等。 截至9月30日,杰克科技股东户数1.35万,较上期增加34.46%;人均流通股34969股,较上期减少 25.59%。2025年1月-9月,杰克科技实现营业收入49.67亿元,同比增长5.53%;归母净利润6.82亿元,同 比增长10.06%。 12月22日,杰克科技盘中下跌2.00%,截至13:09,报 ...
维宏股份涨2.03%,成交额3508.26万元,主力资金净流入224.66万元
Xin Lang Cai Jing· 2025-12-22 03:58
分红方面,维宏股份A股上市后累计派现9194.90万元。近三年,累计派现3861.78万元。 资料显示,上海维宏电子科技股份有限公司位于上海市奉贤区沪杭公路1590号,成立日期2007年6月4 日,上市日期2016年4月19日,公司主营业务涉及研发、生产和销售工业运动控制系统、伺服驱动系统 和工业物联网。主营业务收入构成为:一体机59.28%,控制卡28.32%,驱动器11.90%,其他(补 充)0.50%。 维宏股份所属申万行业为:计算机-计算机设备-其他计算机设备。所属概念板块包括:工业软件、工业 4.0、工业互联网、新型工业化、机器人概念等。 截至9月30日,维宏股份股东户数1.35万,较上期减少9.11%;人均流通股6046股,较上期增加11.02%。 2025年1月-9月,维宏股份实现营业收入3.98亿元,同比增长15.28%;归母净利润7471.07万元,同比减 少10.07%。 12月22日,维宏股份盘中上涨2.03%,截至11:21,报33.67元/股,成交3508.26万元,换手率1.28%,总 市值36.63亿元。 资金流向方面,主力资金净流入224.66万元,大单买入352.06万元,占 ...
万事利跌2.04%,成交额9073.11万元,主力资金净流出828.89万元
Xin Lang Zheng Quan· 2025-12-22 02:26
Group 1 - The core viewpoint of the news is that Wanshili's stock has experienced fluctuations, with a current price of 17.77 yuan per share and a market capitalization of 4.175 billion yuan, while the stock has increased by 30.16% year-to-date [1] - As of December 22, Wanshili's main funds saw a net outflow of 8.29 million yuan, with significant selling pressure from large orders [1] - The company has been active in the stock market, appearing on the "Dragon and Tiger List" three times this year, with the most recent net buy of 39.21 million yuan on May 9 [1] Group 2 - Wanshili, established on September 13, 2007, and listed on September 22, 2021, specializes in the research, design, production, and sales of silk-related products [2] - The company's revenue composition includes 66.11% from silk cultural creative products, 31.27% from silk textile products, and 2.62% from other sources [2] - As of September 30, 2025, Wanshili reported a revenue of 519 million yuan, a year-on-year increase of 5.68%, while the net profit attributable to shareholders decreased by 27.83% to 20.09 million yuan [2] Group 3 - Since its A-share listing, Wanshili has distributed a total of 56.75 million yuan in dividends, with 43.29 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders decreased by 18.69% to 12,700, while the average circulating shares per person increased by 22.98% to 14,880 shares [2][3] - Notably, two funds, CITIC Jiantou Rotation Mixed A and CITIC Jiantou Selected Mixed A, have exited the list of the top ten circulating shareholders [3]