绿色化
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广东穿越周期的三大“超能力”
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-28 15:46
Economic Overview - Guangdong is recognized as China's "economic leader," maintaining over 10% of the national GDP share for a long time, with a GDP that has surpassed 14 trillion yuan [1] - The province has consistently ranked first in GDP for 36 years and has crossed significant GDP milestones since 2019 [1] - Despite its economic size, Guangdong faces challenges in achieving high growth rates, especially compared to other provinces [1] Industrial Transformation - Traditional industries have historically driven Guangdong's rapid economic growth, with six out of ten strategic pillar industries being traditional, contributing over 70% to manufacturing value added [3] - The province is actively guiding enterprises to innovate and upgrade, as seen in the case of Monalisa Group's investments in the semiconductor sector [3][4] - Guangdong is promoting the transformation of manufacturing towards digitalization and sustainability, with over 300 "lighthouse" projects established to support this shift [4] Innovation and Technology - Guangdong is fostering a new production capacity by integrating technological and industrial innovation, with significant advancements in strategic emerging industries [5] - The establishment of companies like Yuexin Semiconductor has transformed the semiconductor landscape in the Guangdong-Hong Kong-Macau Greater Bay Area, addressing previous supply chain concerns [6] - The province has developed a dense ecosystem for AI chips, with a production capacity of 80,000 12-inch wafers per month [6][7] Competitive Advantages - Guangdong's unique advantages include a complete industrial chain, a large consumer market of 1.5 billion people, and diverse application scenarios that foster innovation [9][10] - The province's market contributes over 10% of the national retail sales, providing significant opportunities for businesses across various sectors [10] - The integration of smart technologies with traditional industries in Guangdong is creating new business models and applications, enhancing the region's attractiveness to global investors [11]
广西重塑关键金属产业版图 从“资源大区”迈向“产业强区”
Zhong Guo Xin Wen Wang· 2025-12-28 06:21
Core Viewpoint - The construction of the Nandan Key Metals High-Quality Development Comprehensive Experimental Zone in Guangxi is a significant step towards transforming the region's key metals industry, focusing on high-end, intelligent, green, large-scale, and park-based development [1][5]. Group 1: Industry Transformation - Guangxi is recognized as a key region for critical metals in China, holding significant reserves of nine critical metals, including tin, antimony, and rare earth elements [1][3]. - The region has historically faced challenges due to a fragmented industry structure and environmental pressures, which have hindered high-quality development [1][4]. - A comprehensive action plan has been initiated to address illegal mining and heavy metal pollution, aiming to consolidate mining rights and manage small, scattered enterprises [1][4]. Group 2: Strategic Initiatives - The Nandan Key Metals High-Quality Development Comprehensive Experimental Zone is designated as a pilot and demonstration area for industrial transformation in Guangxi [2]. - A total of 35 key projects related to nine critical metals and other non-ferrous metals have been signed and launched in Guangxi [2]. - The "Nine Chains and Three Clusters" industrial system aims to extend the industrial chains of critical metals and enhance high-value segments such as high-purity materials and advanced alloys [3]. Group 3: Innovation and Green Development - Plans to establish the Guangxi Key Metals Research Institute and high-level laboratories are underway to boost innovation capabilities [4]. - The region is promoting green mining and factory initiatives, focusing on clean production technologies and ecological restoration of historical tailings [4]. - The Nandan zone is prioritized as a key project, with efforts to shut down non-compliant enterprises and accelerate the integration of mining rights [4]. Group 4: Investment and Support - Local authorities are actively engaging with industry giants to attract investment and support for the key metals sector [4]. - Financial systems have introduced specific loans and subsidies to alleviate financing challenges for enterprises in the region [4]. - The overall goal is to transition from a resource-exporting model to a globally influential key metals industry and advanced manufacturing cluster [5].
钢铁“硬脊梁”挺起武汉制造,武汉发布钢材流通50强榜单
Chang Jiang Ri Bao· 2025-12-26 07:01
2025年12月25日,第三届湖北钢铁供应链大会在武汉举行。 0 0 武汉市金属材料流通协会 国结 奉献 剑新 优長 2025年12月25日 中国·武汉 11 Di 中南财经政法大学教授叶青介绍,党的二十届四中全会和"十五五"规划为中国钢铁行业描绘了清晰的发展蓝图,其影响深远,既带来 了战略性的发展机遇,也伴随着现实的挑战。"十五五"明确高端化、绿色化、智能化发展方向,推动行业加快绿色低碳改造,促进行业竞 争秩序优化与效益提升。 叶青称,全国高铁一半的铁轨来自宝武,武汉计划用三年时间完成一批城市更新老旧改造。湖北也在推进从"船舶大省"到"船舶强 省",2027年,全省船舶工业总产值计划突破1300亿元。同时,湖北省将继续强化其"九省通衢"的交通枢纽地位,一系列世界级的跨江大桥 工程是关键。"十五五"期间湖北的重大工程体现出规模大、技术标准高、聚焦战略安全的特点。这对于钢材行业而言,意味着需求结构高 端化、供应链服务精准化。 中国钢铁进出口产业联盟(有限公司)理事长耿波博士为钢铁出海的跨境电商、多方联动、制度创新、跨境集群等多种模式,提供了 自己的见解。"我的钢铁网"资讯总监徐向春以《2026年钢铁行业新趋势》 ...
第十四届全国政协委员尹艳林:三化融合发展是重要方向,现代服务业与其他产业融合化发展有两大重要方向
Jin Rong Jie· 2025-12-26 05:55
尹艳林指出现代服务业与先进制造业、现代农业融合发展水平是融合化发展的两个最重要方向,他强调"制造业要向服务行业拓展,围绕制造业提供共性服 务,促进服务加制造的融合,服务行业也要向制造业领域渗透,制造业企业不仅仅是自己生产产品,延伸上下游的服务同样要干"。对于现代服务业和现代 农业的深度融合,尹艳林提到先进现代化农业生产的服务开始加快发展,打药、播种、栽苗等环节都已经开始服务外包,涉及整个托管和全程托管的模式。 此外在科技方面、社会服务业也要融合发展。 12月26日,由金融界主办的"启航·2025金融年会"在北京举行。本次年会以"新开局、新动能、新征程"为主题,来自政、商、学、研等领域的100多位嘉宾、 500余家金融机构和上市公司齐聚一堂,共赴这场思想盛宴。 最后,尹艳林强调"智能化、绿色化、融合化"三化融合发展是中央新提出的重要方向,需要有关部门研究相关政策,加强政策引导与资金支持,使"三化"顺 利推进有很好的市场生态、产业生态、技术生态,以及政策氛围支持。 在本次年会上,第十四届全国政协委员尹艳林以产业融合发展为主旨进行了演讲。尹艳林回顾了"十四五"期间智能化、绿色化、融合化三化融合发展取得的 成效,并对 ...
2025年全球及中国罐式集装箱行业发展历程、政策、生产量、重点企业及未来趋势研判:中国罐式集装箱产量达4万台,占全球产量的95%[图]
Chan Ye Xin Xi Wang· 2025-12-26 01:24
Core Insights - The article highlights the significant growth and dominance of China's tank container industry, which now accounts for 92% of global production and sales, establishing itself as a crucial player in the logistics of liquid chemicals, food, and clean energy [1][13]. Industry Overview - Tank containers are specialized logistics equipment for transporting liquid, gas, and bulk materials, recognized for their safety, efficiency, and environmental sustainability [4]. - The industry has evolved through four stages in China, from initial awareness in the 1950s to becoming the world's largest manufacturer by the 21st century [6][7]. Industry Development - China's tank container production is projected to reach 40,000 units in 2024, representing 95% of global output, with CIMC Anruihuan Technology maintaining a leading market share [1][13]. - The industry has developed comprehensive service capabilities, including production, operation, leasing, and inspection, making it indispensable in both international shipping and domestic rail transport [1][13]. Policy Environment - Recent policies have supported the growth of the tank container sector, emphasizing safe and environmentally friendly logistics for chemical products [8][9]. - The Ministry of Transport's initiatives aim to enhance port infrastructure and promote integrated transport solutions, targeting a 15% annual growth in container rail-water intermodal transport by 2027 [8]. Industry Chain - The tank container industry chain includes upstream raw materials, midstream manufacturing, and downstream applications in energy, chemicals, and food sectors [9]. - The steady growth in China's oil and gas production is expected to drive demand for tank containers, facilitating the transport of liquid and gaseous energy products [10]. Current Market Trends - The global tank container market saw a production peak in 2022, but a decline is anticipated in 2024 due to reduced demand and overcapacity, with China's production dominating at 95% [11]. - The global tank container fleet is projected to reach 882,000 units by the end of 2024, reflecting a stable growth trend [11]. Key Companies - Major players in the tank container industry include CIMC Anruihuan Technology, Sifang Technology, and Shengsi Container, which have replaced foreign manufacturers due to their competitive advantages [16]. - CIMC Anruihuan Technology focuses on the design, production, and lifecycle services of tank containers, while Sifang Technology specializes in cold chain equipment and tank containers [16][17]. Future Trends - The industry is expected to evolve towards high-end, green, and intelligent solutions, incorporating advanced materials and technologies to enhance efficiency and sustainability [18][19][20]. - Innovations will include the use of lightweight materials, modular designs, and IoT integration for real-time monitoring and optimization of logistics processes [19][20].
石化“双子星”辉映 万亿级集群崛起
Nan Fang Du Shi Bao· 2025-12-25 23:15
大亚湾 在大亚湾石化区,一个个石化项目加快建设投产,这里已落户项目125宗,炼化一体化规模居全国前 列,形成多条优势产业链;向北直线距离10公里外的惠州新材料产业园活力迸发,这里正充分利用大亚 湾石化区原料,高端化延伸发展石化中下游产业,目前吸引了近50宗项目落户。 大亚湾石化区一个个项目正在投产建设。 从基础化学品到高端化工新材料,大亚湾石化区与惠州新材料产业园如同"双子星"隔空辉映,南北联 动,做强做优做长石化新材料产业链,进一步扩大集聚效应,加快打造全球石化产业高地和万亿级产业 集群,为全省高质量发展作出新贡献。 强链 13家世界500强企业集聚大亚湾石化区 在大亚湾石化区,一片偌大的工地上,中海壳牌惠州三期乙烯项目施工正酣。项目建成后,中海壳牌乙 烯产能达380万吨/年,将继续保持国内最大单体乙烯工厂和生产规模最大的乙烯生产基地的地位。 "隔墙供应" 从一期项目优质高效运营、二期项目安全成功投产,再到如今三期项目顺利推进,20多年来,中海壳牌 这个"巨无霸"石化项目不断发展壮大。其生产的烯烃及其衍生品作为基础化工原料供应市场,其中超过 80%的产品供应给粤港澳大湾区市场,同时也向大亚湾石化区内近20家 ...
中国黄金行业汇聚三亚,共商可持续发展新路径
Huan Qiu Wang Zi Xun· 2025-12-25 05:42
来源:环球网 【环球网消费报道 记者 刘晓旭】南海之滨,椰风轻拂。2025年12月12日,一场关乎黄金产业未来的思想盛宴在三亚拉开帷幕。由世界黄金协会与中国黄金 协会联合主办的"2025黄金行业可持续发展大会"在此隆重举行。在全球ESG浪潮奔涌与"双碳"目标深入推进的时代背景下,本次大会汇聚国内外行业领袖、 顶尖学者与资深媒体,共同探讨黄金行业可持续增长的新路径,共建负责任的黄金产业生态,推动整个产业链向善而行。 大会伊始,主持人世界黄金协会中国区CEO王立新便点明了会议的深远意义。他提到,2025年是挑战与机遇并存的关键之年,可持续发展已从行业共识上升 为全球行动,这一议题正深刻重塑着全球黄金产业的格局。 在随后的主旨演讲环节,中国黄金、山东黄金、紫金矿业、山东招金四大黄金巨头的领军人物联袂登场,奉献了一场关于战略、实践与未来的深度对话,为 中国黄金产业的可持续发展之路提供了清晰的路线图和生动的实践样本。 作为行业的压舱石和领航者,四大黄金集团从各自企业的实践出发,系统阐述了对可持续发展的深刻理解与战略布局,展现了新时代中国黄金企业的责任与 担当。 0:00 战略引领,合规筑基:中金黄金的"新篇章"之道 中 ...
金田股份20151223
2025-12-24 12:57
金田股份 20151223 摘要 金田股份积极推进"铝代铜"战略,应对铜价高位,计划至 2027 年初 实现铝制空调管量产,拥有较长的供货时间和国内首家全新铝管生产线, 保障生产稳定性,此举旨在降低空调制造成本,提升市场竞争力。 铝代铜技术在空调领域主要有温控直管平行流和管翅片式热交换器两种 路径,后者采用内螺纹铝管,虽投资强度和加工费较高,但耐腐蚀性和 生命周期更优,市场接受度逐渐提高,为金田股份带来新的增长点。 铝代铜市场空间巨大,单台空调用铝量约为铜的 60%,随着技术进步和 行业规范的推动,下游企业对铝代铜的支持度增加,小米等新兴品牌积 极采用,预示着铝管在空调领域的渗透率将快速提升。 金田股份通过产品结构升级,如高压电子扁线和算力散热铜材,以及出 口比例提升,实现了利润大幅增长,未来将围绕"高端化、国际化、绿 色化"目标,提高高毛利新兴领域产品占比,推动公司进入发展 2.0 阶 段。 铝制空调单机成本可节省 350-400 元,但需产线改造等额外资本开支, 若铜价维持高位,企业或倾向于一次性投入转向铝制空调,未来可能出 现高端用铜、中低端用铝的分化趋势,一旦采用铝技术路径,难以逆转。 Q&A 金田股 ...
天溯计量成功登陆创业板:创新驱动计量检测,多元布局释放成长潜力
Quan Jing Wang· 2025-12-24 01:55
Core Viewpoint - Shenzhen Tiansu Measurement and Testing Co., Ltd. officially listed on the Shenzhen Stock Exchange's ChiNext board, marking a new phase of capital empowerment for the company [1][2] Group 1: Company Overview - Tiansu Measurement is a national, comprehensive independent third-party measurement and testing service provider, with services including calibration, testing, and certification [1] - The company serves a wide range of clients across key sectors of the national economy, including biomedicine, automotive, new energy, rail transportation, energy and power, light industry, and equipment manufacturing [1] Group 2: Financial Performance - On its first day of trading, Tiansu Measurement's stock opened with a remarkable increase of 113.32%, with an issuance price of 36.80 yuan per share and a total issuance of approximately 16.30 million shares [1] - The revenue from the new energy battery testing business is projected to grow from 52.54 million yuan in 2022 to 113.14 million yuan in 2024, reflecting a compound annual growth rate of 46.75% [3] Group 3: Strategic Initiatives - The funds raised from the IPO will be used to enhance measurement and testing capabilities, build regional laboratories, establish a digital center, and supplement working capital [1] - The company has proactively developed battery testing services since 2018, investing significantly in capabilities covering 84 major testing items [2] - Tiansu Measurement aims to leverage new technologies such as the Internet, big data, and automation to enhance its core competitiveness in smart measurement and new energy testing [3] Group 4: Industry Context - The measurement and testing industry is experiencing increased attention from the government, with a notable rise in industry concentration benefiting leading companies like Tiansu Measurement [2] - The company is well-positioned to benefit from the ongoing industry upgrades driven by policy support and market demand [3]
优化供给挖掘生活服务消费潜能
Jing Ji Ri Bao· 2025-12-23 21:59
展望"十五五"时期,生活服务消费有望成为稳定经济增长、促增收惠民生的重要抓手。应加快激活生活 服务消费潜能,着力提升人才、技术等的供给品质,推动生活服务消费向更高品质、更高附加值、更多 样化发展。把握数智化、老龄化、绿色化趋势,创新服务模式和消费场景,通过深化改革和优化政策协 同,充分发挥生活服务业拉动内需、改善民生、促进就业的多重作用。 中央经济工作会议确定明年经济工作的首要任务是"坚持内需主导,建设强大国内市场"。这意味着,面 对外部环境复杂多变和自身供强需弱的压力,我们不仅关注消费量的增长,更注重消费结构优化与品质 提升。进一步减少消费领域限制性措施,激活生活服务消费潜能,在更好保障和改善民生过程中,培育 更多消费新增长点,必要且紧迫。 今年以来,服务消费市场规模持续扩大,1月份至11月份,服务零售额同比增长5.4%,高于同期商品零 售额增速。消费结构持续优化升级,服务消费支出占居民消费支出的比重不断提升。文化和数字消费供 给持续优化,文体休闲服务类零售额延续两位数增长,生活服务消费数字化应用场景不断拓展,信息服 务消费持续快速增长,服务消费品质化、个性化特征更加明显。 与此同时,政策形成合力支撑生活服 ...