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活力中国调研行丨主动求变让绿色更绿 汽车产业链上的降碳新设计
Yang Shi Xin Wen· 2025-08-21 02:09
重庆最亮眼的产业是什么?从一组数据中可见答案:今年上半年,重庆规模以上工业增加值比上年增长5.6%,其中汽车产业增加值增速达 8.4%,对规上工业增长的贡献率为30.1%。更为突出的是,新能源汽车表现抢眼——今年上半年产量48.9万辆,同比增长25%。 记者在调研时发现,当地新能源汽车的发展不仅仅是在产量上,还要让这个本身就代表着"绿色"的产业变得更"绿"。如何做到的呢?我们先从一辆车的 新设计说起。 此前的新能源汽车门环设计,普遍需要几十个零件拼接完成。不仅工艺流程复杂,生产过程能耗还一直很高。 如果想要把这些焊缝都取消,变成一个整体的门环,就要找到一种新的材料,既要轻薄又要抗压;还要打破过去习惯的思路,重新设计。北京理工大学 和长安汽车组成的科研团队,每天都往各个企业的生产车间里跑,看不同车型的门环设计。 更小的体积、更长的续航,就意味着更少的能耗、更高的效率。为了这个产品的迭代,企业要在集成设计、电控、电机、传动系统等方面重新研发。尽 管,他们的上一代产品原本已经有了不错的市场占有率。 主动求变,这是这家有着四十多年汽车产业生产经历的老厂,总结出的经验。 事实上,在2021年之前,这家企业主要以生产燃油 ...
参考消息特稿|在“世界工厂”看中国外贸的“不一样”
Xin Hua She· 2025-08-21 01:23
【原标题】在"世界工厂"看中国外贸的"不一样" 文/本报记者 丁乐 霍思颖 黄浩苑 当身边人都在海边度假时,一名印度采购商却拉着行李箱扎进东莞,探寻财富密码;当西方文创产业还 在延续其传统路径时,中国潮玩却以东方美学俘获了全球粉丝的心,更用原创设计圈粉世界;当全球经 济正经历坐过山车式的跌宕起伏时,一名美国企业代表却依然坚定地选择中国供应商……这些发生在 有"世界工厂"之称的广东东莞的诸多"想不到",让外界看到中国外贸的"不一样"。 不一样的体验:开启一场"商务度假游" 每年七八月是业内心照不宣的度假季,但印度采购商贾尼却拉着行李箱,出现在广东东莞。"我今年的 度假目的地就是中国了。"他说。 和贾尼组团开启这场"商务度假游"的,还有来自丹麦、德国、美国、日本、澳大利亚等20多个国家的头 部采购企业代表。这群"国际买手"参与的是中国对外贸易中心近期组织的广交会头部跨国采购企业走进 东莞(潮玩、家具、电子信息)外贸转型升级基地活动。 7月30日, 广交会头部跨国采购企业走进东莞活动现场。(丁乐 摄) 贾尼所在的公司主要从中国采购家具和家居装饰品,客户遍布加拿大、中东等地。此次他的"度假"目标 很明确:寻找长期合作 ...
沙钢股份上半年净利同比增49.53% 拟派现5484.56万元
公司年产齿轮210万件,齿轮产品主要包含汽车发动机、变速箱以及商用车、新能源汽车用齿轮产品。 公司齿轮产品广泛应用于商用车、新能源汽车、变速箱、船电、无人机等领域,部分产品已随主机厂用 于相关军事领域。齿轮业务2025年上半年实现营收9248.32万元,占总营收的1.35%。 沙钢股份(002075)8月20日晚间发布公告称,2025年半年度公司实现营业收入68.27亿元,同比下降 10.86%;归属于上市公司股东的净利润为1.56亿元,同比增长49.53%。公司拟向全体股东每10股派发现 金红利0.25元(含税),预计派现金额合计为5484.56万元。派现额占净利润比例为35.26%,这是公司 上市以来,累计第11次派现。 盈利能力方面,2025年上半年公司加权平均净资产收益率为2.41%,同比上升0.85个百分点。公司2025 年上半年投入资本回报率为1.26%,较上年同期上升0.51个百分点。 2025年上半年,聚焦"优特钢+齿轮"经营模式,沙钢股份的钢铁业务实现营收63.67亿元,占总营收的 93.25%。公司主要从事黑色金属冶炼及压延加工优特钢的生产与销售,年产优特钢320万吨,品种包含 弹簧钢、齿 ...
以“两山”理念为引领建设美丽宜居的人民城市
2005年8月15日,时任浙江省委书记习近平考察浙江省湖州市安吉县余村,首次提出"绿水青山就是金山 银山"理念,深刻揭示了生态环境保护与经济社会发展的辩证统一关系。2025年7月14日至15日召开的中 央城市工作会议强调了"建设创新、宜居、美丽、韧性、文明、智慧的现代化人民城市"的目标,为经济 发展与生态保护良性互动、人与自然和谐共生的城市建设提供了遵循。 城市作为人民群众生活的集聚区、经济社会活动的集中空间,既是生态文明建设的重要区域之一,也是 践行"两山"理念的关键载体之一。城市建设必须坚持以"两山"理念为引领,将生态优先、绿色发展贯穿 于城市规划、建设、治理全过程,切实让城市在绿水青山中实现高质量发展,让人民群众在优美生态环 境中安居乐业,共享幸福生活。 深刻把握"两山"理念的时代内涵,筑牢人民城市的生态根基 "两山"理念历经实践检验,已经成为引领我国生态文明建设的核心理念之一,其内涵随着时代发展在不 断丰富深化。良好的生态环境是最普惠的民生福祉,是城市可持续发展的内在要求,更是人民群众对美 好生活向往的重要内容之一。 城市建设要在"两山"理念引领下重构发展逻辑。城市发展正从大规模增量扩张阶段转向存量提 ...
美国单边主义做法给各方发展带来挑战(国际论坛)
Ren Min Ri Bao· 2025-08-20 22:26
Group 1 - Europe should deepen cooperation with China in areas such as green transition, technological innovation, digital economy, and industrial upgrading to build a more resilient autonomous development capability and promote a more balanced multipolar structure [1][3] - The U.S. unilateral tariff measures will directly impact European exports, leading to continuous outflow of industrial capital to the U.S. market, resulting in job losses and a decline in domestic demand, accelerating Europe's deindustrialization process [3] Group 2 - China has the confidence and capability to respond to U.S. unilateral tariff measures, with a rising proportion of exports to markets outside the U.S. and a booming domestic consumption market [2] - China's strategic ability to safeguard national interests is strengthened, focusing on self-innovation and expanding consumption demand while promoting agricultural modernization and urban-rural integration [2]
盘古智能:勇当风电“动力守护者”
本报记者 刘钊 在广袤无垠的海疆之上,一座座风电塔架如钢铁巨人般巍然屹立,叶片迎着海风昼夜不息地旋转。这 些"钢铁巨人"稳定运行的背后,离不开一套强大润滑系统的有力支撑。 长期以来,风电润滑系统的核心技术一直被国际巨头垄断,制约着我国风电产业的自主发展。经过十余 年的潜心研发与技术攻坚,这一局面终于被青岛盘古智能制造股份有限公司(以下简称"盘古智能")打 破。公司凭借"润滑+液压"双轮驱动战略,构建起覆盖全球的服务网络体系,成长为风电产业的"动力守 护者"。 技术破壁 从突破到引领 根据国家能源局及中国电力企业联合会数据,2024年全国风电新增并网装机容量达7982万千瓦,同比增 长6%。同年,全国风电发电量占全社会用电量的比重达到10.1%。 公司在国际市场采取主动出击策略,先后亮相欧洲(德国)汉堡国际风能展、美国国际清洁能源博览 会、法国巴黎工程机械展览会等具有行业影响力的国际展会,通过前沿技术展示、与同行深度交流,公 司的创新产品及行业解决方案获得业界广泛关注与高度认可。 "今年4月份,在德国宝马展上,我注意到国内众多主机厂家的身影随处可见,然而与之形成鲜明对比的 是,国内系统集成商的身影却寥寥无几。" ...
“五年规划”成就中国速度,“长期主义”让中国铁路领跑
转自:北京日报客户端 时速350公里运行的高铁线路已达20条约7000公里;复兴号动车组列车开行覆盖31个省份,今年动车组 平均每天发送旅客近1000万人,约占旅客总数八成……近日,"高质量完成'十四五'规划"系列主题新闻 发布会公布了铁路发展"成绩单"。 今年是"十四五"规划收官之年,也是世界铁路诞生200周年。一部铁路发展史,可以看到中国人以五年 为期,稳扎稳打、聚沙成塔,造就中国高铁"金名片"的宏伟实践。从14个五年规划,也能够看出铁路发 展中的一条清晰主线——用"长期主义"精神,做困难但正确的事。 面对当下不少行业的"内卷"与短视,中国铁路人坚守的"长期主义",好像一针"清醒剂",让我们看到科 技进步、行业发展、民族复兴的必由之路。 高铁列车 停靠在轨道上。国铁集团供图 这是发生在第十二届世界高速铁路大会上的一幕。四天的会期中,不少人举着手机拍摄,兴奋地向世界 介绍中国铁路的发展成果: 世界高铁路网约为6万公里,中国占70%以上; 全球拥有6500多列高速列车,一半以上在中国运营; 12306是全球访问量和交易规模最大的票务服务系统; 完备成套的高铁技术体系和科技创新成果树起国际标杆; ………… 有参 ...
绿色转型是西班牙化工业长期挑战
Zhong Guo Hua Gong Bao· 2025-08-20 02:21
Group 1 - The Spanish chemical industry has benefited from energy cost advantages due to electricity policies, but adapting to a green economy remains a long-term challenge [1][2] - The "Iberian exception clause" has significantly reduced electricity costs, with an average decrease of 70% in energy expenses for companies until 2024 [2] - Despite the benefits from the "Iberian exception clause," the chemical industry still faces high taxes and costs related to energy and emissions [2] Group 2 - Environmental compliance and waste management are becoming core challenges for the chemical industry, surpassing concerns about traditional energy costs in the long term [3] - Issues such as waste treatment capacity, regulatory compliance, and necessary infrastructure for industrial operations are critical for maintaining the health of the chemical sector [3] - The closure of Grupo Industrial Cristian Lay's steel plant highlights the conflict between environmental policies, urban planning, and industrial competitiveness [3] Group 3 - Renewable energy is unlikely to fully replace fossil fuels in all industrial sectors in the short term, but Spain has made significant progress in energy transition, particularly in regions lacking industrial facilities [3][4] - The Extremadura region, rich in lithium reserves, is attracting battery superfactory investments, which are expected to create 3,000 jobs [3] - Recent announcements of five energy storage projects in Extremadura indicate ongoing investment in renewable energy, although project delays in design and permitting processes remain a concern [4]
“双碳”目标提出5周年 中国发展“绿”意更浓
Core Viewpoint - China has made significant progress in its green transformation, with a notable reduction in coal consumption and an increase in forest coverage and renewable energy production, demonstrating a commitment to achieving carbon neutrality by 2060 [1][2][3] Group 1: Carbon Reduction and Green Transition - The proportion of coal consumption in China decreased from 56.8% in 2020 to 53.2% in 2024, while non-fossil energy consumption increased from 15.9% to 19.8% during the same period [1][2] - China has established a comprehensive carbon reduction policy framework, with 31 provinces implementing their own carbon peak plans [2] - The installed capacity of renewable energy reached 2.159 billion kilowatts by mid-2023, achieving wind and solar installation targets six years ahead of schedule [2] Group 2: Green Building and Energy Efficiency - By 2024, over 97% of new urban buildings in China will be green buildings, and energy consumption in public institutions has decreased by 4% and 5.1% per capita since 2020 [3] - The energy consumption per unit of GDP is projected to decrease by 11.6% by 2024 compared to 2020, equating to a reduction of 1.1 billion tons of CO2 emissions [3] Group 3: Ecological Restoration and Protection - China has implemented 52 integrated protection and restoration projects, covering over 8.3 million hectares, and has restored approximately 1,780 kilometers of coastline [5][6] - The establishment of the largest national park system globally is underway, with 49 candidate areas and the first five parks progressing well [6] Group 4: International Cooperation and Climate Leadership - Over the past decade, China has significantly reduced the costs of wind and solar power by over 60% and 80%, respectively, and has engaged in climate cooperation with 42 countries [7] - China is actively fulfilling its international climate obligations and playing a crucial role in global climate governance [7]
战新产业带动增强 机械工业经济效益回稳向好
Core Viewpoint - The mechanical industry in China has shown stable growth in the first half of 2025, with key economic indicators performing well, but it still faces significant challenges from external uncertainties and domestic demand pressures [1][2][12]. Economic Performance - The mechanical industry achieved a value-added growth of 9.0% in the first half of 2025, outperforming the national industrial and manufacturing growth rates by 2.6 and 2 percentage points respectively [3]. - The number of enterprises above designated size in the mechanical industry reached 136,000, an increase of 6,000 year-on-year, accounting for 26.2% of the national industrial total [2]. - Total assets in the mechanical industry amounted to 40.4 trillion yuan, a year-on-year increase of 6.6% [2]. Production and Sales - The production and sales of mechanical products showed steady improvement, with 68.9% of 122 monitored products experiencing year-on-year production growth [3]. - Key sectors such as automotive and electrical machinery saw double-digit growth rates of 11.3% and 12.2% respectively [3]. Investment Trends - Fixed asset investment in the mechanical industry grew by 3.8% year-on-year, which is higher than the national investment growth rate of 2.8% but lower than the industrial average of 10.3% [4]. - Investment in general equipment and automotive sectors grew significantly by 16.6% and 22.2%, serving as the main drivers of investment growth [4]. Economic Efficiency - The mechanical industry generated operating revenue of 15.3 trillion yuan, a year-on-year increase of 7.8%, and total profits reached 791.2 billion yuan, up 9.4% [4]. - The profit margin for the industry was 5.2%, slightly above the national average [4]. Market Sentiment - The mechanical industry’s prosperity index was recorded at 106.9 in June, indicating a stable and improving economic environment [5]. - Five out of six sub-indices were above the critical value, reflecting positive production and industry development trends [5][6]. Challenges and Risks - The industry faces external challenges such as geopolitical tensions and trade uncertainties, which have led to cautious ordering behavior from foreign buyers [13][14]. - Domestic demand remains weak, with 66% of enterprises reporting insufficient orders, and the manufacturing PMI has been below the critical value for four consecutive months [14][11]. - The industry is also grappling with persistent price declines, with the machinery product price index showing a continuous decrease for 29 months [15]. Emerging Trends - The new energy and high-end equipment manufacturing sectors are driving growth, with revenues and profits in these areas significantly outpacing the overall mechanical industry [7]. - The market for new energy vehicles has seen rapid growth, with production and sales reaching 6.968 million and 6.937 million units respectively, marking year-on-year increases of 41.4% and 40.3% [8]. - The mechanical industry’s foreign trade remained resilient, with total trade volume reaching 597.6 billion USD, a year-on-year increase of 7.1% [8][9].