瑞银证券 . 以下文章来源于瑞银证券 ，作者瑞银证券 瑞银证券是中国证券市场首家由外资直接入股的全牌照证券公司，秉承 "客户至上" 理念，致力于为个 人客户、企业和机构客户、合格境外机构投资者（QFII）等提供品种多样、风险合理、结构灵活的金融 产品和服务，竭诚帮助客户实现投资目标。欢迎关注！ 大会预计将吸引超过3,600名与会者，其中包括超过2,300余位来自全球的机构投资者、主权 财富基金、家族办公室的代表及私人投资者。大会期间，超过300家领先的中国企业也将参与 交流，相关企业合计市值约为4.3万亿美元。 瑞银集团首席执行官安思杰 (Sergio P. Ermotti) 将在上海为今年的研讨会致欢迎辞。他表 示："中国是瑞银集团的战略市场之一。中国经济展现出的韧性，在先进制造、人工智能等领 域不断释放的创新动能，以及其稳步提升的资本市场全球影响力都为全球投资者带来了新的 机遇。大中华研讨会为客户提供了洞察中国未来增长趋势的前瞻性窗口——这也体现了瑞银 持续推动全球资本与中国发展机遇深度连接的长期承诺。" 瑞银集团中国区总裁胡知鸷 表示："在中国培育新增长动能的背景下，国际投资者希望更全面 地参与中国市场 ...

2025年，中国制造正迎来一场深刻的动能之变。 在这场变革中，以人工智能等为代表的新兴技术，正从实验室走向千行百业，为中国制造披上科技"新铠甲"，成为驱动产业升级的引擎。 在这一过程中，1.76万家国家级"小巨人"企业领航创新，14万家专精特新中小企业筑基产业生态，60万家科技和创新型中小企业破土生长。 这组数字背后，是中国制造从规模优势向质量优势、系统优势跃升的生动写照。一个以技术扎根、场景落地、生态共生为特征的高质量发展新 格局正在形成。 动能之变：从"制造"到"智造"的全面升级 2025年，家电巨头长虹在"世界品牌500强"榜单排名跃升了4位。其背后，正是"AI+"战略的全面深化。 长虹构建了覆盖"AI+制造、AI+产品、AI+运营"的全产业链智能布局，其参与自研的"云帆AI大模型"成为四川省首个通过备案的大模型平台， 为家电注入"灵魂"。 从能预判食材保鲜需求的AI冰箱，到可实现"一句话多指令"交互、年省电759度的AI空调，科技让传统家电从"功能终端"进化为"懂你的家 人"。 在产品上，长虹重构人机交互，推动全屋智能进化，让长虹AI家电"比你更懂你"，实现了从单一产品到智慧家居系统的转型。 相对应的 ...

人民币要变得更"值钱"了？ 这不是猜测，而是一位懂经济的前市长给出的清晰判断。 黄奇帆最近提出，今后十年，人民币对美元汇率可能会从现在的7.0左 右，逐步升值到6.0左右。 这意味着，同样数量的人民币，未来在国际上能换到更多的美元。 这不仅仅是数字游戏，它关乎我们每一个人的钱包。 出国留学、海淘购物、企业进口原材料，成本都可能因此降低。 但更重要的是，这股信心的底气从何 而来？ 黄奇帆将答案指向了中国经济最坚实的底盘——我们的制造业。 这不是凭空而来的预言，而是一系列深刻变革正在发生的自然结果。 过去十年，中国制造业经历了一场静悄悄但意义深远的蜕变。 最直观的表现是份额，中国的工业增加值已经占到全球总量的32%。 这形成了一个"三个三分 之一"的全球格局：中国制造约占三分之一，所有发达国家加起来占三分之一，其余发展中国家占三分之一。 在近现代工业史上，只有英国和美国曾长期维 持过全球工业三分之一比重的地位，中国是第三个。 这个份额的背后，是结构的根本性优化。 出口商品的面貌已经焕然一新。 如今，每十件中国出口的商品中，有六件是高端装备和电子产品，工业制成品在 总出口中的占比高达90%。 我们熟知的汽车、造船、 ...

如果说企业有什么社会责任不可推卸，那最基础的责任之一就是为消费者提供质量可靠的产品；如果说 企业能够实现可持续的竞争力，那前提条件之一也是为消费者提供质量可靠的产品。 中国企业并不缺乏制造业优质耐用品的硬件基础设施。近年新建汽车工厂中，自动化设施已经是标配， 机器人自由穿行在工厂辅助人类工作。这些工厂的先进程度，已经超过了欧洲的老牌汽车制造商。所 以，制造业问题迭出的根源并不在于硬件，而在于缺少了对生命的基本尊重，把企业发展的速度置于基 本的企业社会责任之前。 从这一点来说，中国制造有巨大的升级空间。这种升级的重点不再是硬件的提升，而是对制造标准、公 司治理的能力的提升。中国制造如果能够在这些层面实现普遍的升级，则能扩大国内优质供给、提升国 际竞争力，有望达成真正的可持续发展。 在工业和信息化部等六部门制定的《关于增强消费品供需适配性进一步促进消费的实施方案》提出，要 以优质供给更好满足多元需求，实现供需更高水平动态平衡。到2027年，消费品供给结构明显优化，形 成3个万亿级消费领域和10个千亿级消费热点，打造一批富有文化内涵、享誉全球的高品质消费品。 为达成这些目标，方案提出要"加快消费品安全、性能、环保等 ...

点击免费限量礼盒 摘要 ： 2025年第三季度三坐标测量机中标总额6883.65万元，共103台设备，进口品牌占主导，海克斯康中标40台，头部效应明 显。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 仪器信息网讯 根据网络公开采购平台数据，统计整理了 2025年第三季度三坐标测量机相关的中标信息 。 2025年Q3 (7月1日-9月30日） 共计发布 87项 三坐标相关的中标信息。据已标注中标金额的项目统计，总中标金 额为 6883.65万元 。据已标注中标数量的项目统计，第三季度共中标 103台/套 三坐标测量设备， 中标品牌涉及海 克斯康、卡尔蔡司、西安爱德华、爱佩仪、集萃华科、中图仪器等 。 （ 注 ： 本 文 搜 集 信 息 全 部 来 源 于 网 络 公 开 招 投 标 平 台 ， 由 于 招 标 网 站 公 示 的 中 标 信 息 数 量 有 限 ， 存 在 一 定 局 限 性 ， 不 完 全 统 计 分 析 仅 供 参 考） 如下图所示 ，2025年第三季度，三坐标测量机相关的中标台数在7、8、9月分别中标了 32、39、 ...

Group 1 - The core viewpoint is that while 2025 may be challenging, 2026 is expected to be a pivotal year for China's economy, with potential growth of 6% and a new profit cycle beginning [5][9] - Major global financial institutions, such as Goldman Sachs, are recognizing China's resilience and the strength of its exports, prompting a reevaluation of global growth engines [7][8] - The article emphasizes that ordinary individuals will have significant opportunities in 2026, as economic growth often precedes public awareness [7][9] Group 2 - Three major trends are identified as driving China's economic growth: the second upgrade of manufacturing, the rise of the service industry, and the emergence of new urban growth areas [9][14][23] - The manufacturing sector is expected to see a second wave of upgrades, particularly in areas like renewable energy, electric vehicles, and robotics, making Chinese products more competitive globally [9][11] - The service industry is shifting from goods consumption to service consumption, with significant growth expected in healthcare, education, and entertainment sectors [14][20] Group 3 - The article highlights the importance of urban areas beyond first-tier cities, with emerging cities like Hefei, Qingdao, and Changsha expected to see significant growth [23][24] - Talent and industry migration towards these emerging urban areas will create new opportunities, as the value of cities will increasingly depend on industry and employment rather than real estate [25][24] - The article suggests that individuals should focus on sectors with the highest growth potential, such as new manufacturing and service industries, to capitalize on these trends [29][32] Group 4 - The article outlines actionable steps for individuals to take advantage of the upcoming opportunities in 2026, including selecting the right direction, investing in the right assets, and engaging in the right activities [28][39] - Key investment areas include sustainable growth assets, personal development, and joining growth-oriented industries, emphasizing that industry trends outweigh individual effort [40][43] - The final advice stresses the importance of aligning personal skills with emerging trends to achieve significant economic mobility [47][49]

中新社北京11月23日电 (记者 尹倩芸)从泰国曼谷到巴西圣保罗，街头驶过的电动汽车不乏中国品 牌身影；泡泡玛特海外门店前，年轻人为抢购一只LABUBU玩偶排起长队；割草、扫地……功能各异 的中国家用机器人在跨境电商平台上热销。 这些发生在世界不同角落的日常，正重塑着"中国制造"的全球印象。驱动这一变化的主要力量，正 是日益活跃的中国民营企业。 不同于过往简单的"产品出口"，当下民企"出海"已日渐深入。从潮玩到新中式茶饮，从智能家居到 新能源汽车，越来越多具有创新力的中国品牌，正逐渐成为海外消费者"衣食住行"的一部分。 这一变化很大程度上源于民企创新活力的持续增强。全国工商联发布的调研分析报告显示，2025年 中国民营企业500强中实际填报企业的研发费用总额1.13万亿元人民币，平均研发经费投入强度2.77%。 数字技术的普及则为企业"出海"铺设了更便捷的通道。以希音(SHEIN)、阿里国际站为代表的跨境 电商平台，将"千人千面"的个性化需求与中国供应链高效对接，也让"中国制造"更直接、快速地触达全 球消费者。 中国商务部数据显示，全国跨境电商主体已超12万家，海外仓数量突破2500个。在专家看来，中国 已构 ...

Group 1 - The core viewpoint is that Chinese private enterprises are increasingly reshaping the global perception of "Made in China" through innovative products and services, moving from simple product exports to deeper market integration [1][2] - The report indicates that by 2025, the top 500 Chinese private enterprises are expected to report a total R&D expenditure of 1.13 trillion RMB, with an average R&D intensity of 2.77% [1] - The rise of digital technology and cross-border e-commerce platforms, such as SHEIN and Alibaba International Station, has facilitated easier access for Chinese manufacturers to global consumers [2] Group 2 - Chinese companies are adopting localization strategies, such as understanding local cultures and tailoring products to meet regional preferences, which is becoming essential for their internationalization efforts [2][3] - The establishment of overseas R&D centers, production bases, and supply chains, along with hiring and training local employees, allows Chinese enterprises to connect deeply with local markets [3] - This deep connection leads to a shift in global consumer perception of Chinese brands from being price-focused to value-oriented, reflecting a more innovative and open image of China [3]

Core Viewpoint - The decline of "Double Eleven" is seen as a positive transformation for Chinese manufacturing, marking the beginning of a new era focused on product quality, design, and cultural value rather than low prices and promotional gimmicks [1][12]. Group 1: Historical Context of Double Eleven - Double Eleven started in 2009 and saw explosive growth, with platforms reporting record sales figures until 2025, when such high-profile announcements have diminished [3]. - The previous model relied heavily on promotional tactics and inflated sales figures, leading to a culture of unsustainable practices within the industry [12]. Group 2: Changes in Market Dynamics - Tax reforms and increased data transparency have made it difficult for e-commerce platforms to manipulate sales figures through practices like "brushing" and data fabrication, leading to a more honest marketplace [4][10]. - Consumers have become more discerning, moving away from price-driven purchases to valuing product quality and brand integrity [6][13]. Group 3: The Shift in Consumer Behavior - Younger consumers are now seeking independent design brands that offer aesthetic and cultural depth, indicating a shift in purchasing priorities [8]. - The previous consumer behavior, characterized by a focus on discounts and promotions, is being replaced by a preference for products with meaningful stories and cultural significance [12][13]. Group 4: Future of Chinese Manufacturing - The decline of Double Eleven signifies the end of an era dominated by low-cost competition and the rise of a new phase where Chinese manufacturing is evolving from "Made in China" to "Designed by China" [10][12]. - The industry is expected to focus on innovation, understanding consumer needs, and integrating cultural elements into product design, which will enhance the global perception of Chinese brands [10][13].

Core Viewpoint - The article highlights the significance of durable cookware, particularly stainless steel and traditional hand-forged iron pots, in everyday cooking, emphasizing their safety, longevity, and the cultural value they hold for families [1][3][6]. Group 1: Stainless Steel Cookware - Stainless steel cookware, particularly those made from 304 or 316 food-grade stainless steel, is praised for its corrosion resistance, durability, and ease of cleaning [4]. - The article notes that while stainless steel has poor thermal conductivity, modern techniques often incorporate aluminum layers to enhance heat distribution [4]. - Consumers express concerns about non-stick cookware, particularly regarding the wear and tear of coatings, which can lead to health risks if not used properly [4]. Group 2: Traditional Iron Cookware - Hand-forged iron pots, known for their excellent heat conduction, are made through a labor-intensive process that includes multiple forging steps, resulting in a unique texture that enhances cooking [6]. - The craftsmanship involved in creating traditional iron pots is highlighted as a key aspect of their appeal, with a focus on the meticulous techniques passed down through generations [6]. - The popularity of traditional iron cookware has surged, reflecting a broader appreciation for artisanal manufacturing in China [6]. Group 3: Innovations in Cookware - The cookware industry is experiencing a shift towards new materials and technologies, such as titanium and high-temperature nitriding, which improve the performance and durability of pots [8]. - Innovations in cookware production are seen as essential for the future of Chinese manufacturing, emphasizing quality, technological advancement, and accessibility for consumers [8]. - The integration of advanced materials and processes is transforming the cookware market, aligning with consumer demands for better quality and functionality [8].