常州金坛区多年深耕新能源、新智能装备等"五新产业"，2024年这些产业的工业总产值达2129.1亿元， 占全区规上工业总产值比重已超93%，而这正是德国隐形冠军企业的核心布局领域。 全球安全自动化领域的"隐形冠军"皮尔磁，把欧洲以外唯一的生产基地放在了常州，从最初8名员工的 小工厂，发展到8条生产线、服务全球客户的 常州的产业生态，德国企业很满意 常州能成为德国隐形冠军企业迁出德国本土后的首选地之一，核心在于找对了与德企的"共振频率"，首 先便体现在产业方向的高度契合上。 当全球制造业都在讨论产业链重构的诸般细节时，一群最懂工业的德国人给出了明确选择——把核心生 产和研发基地搬到中国，比如江苏的常州等城市。向来以谨慎、挑剔闻名，在多个细分领域垄断全球市 场的德国"隐形冠军"企业，已在常州形成了78家德语区企业的集聚规模，总投资超23亿欧元。 为什么是常州，又一次呈现了全球高端制造与中国产业生态共振的典型样本？ ...

据央视新闻报道，在2025年的最后一天，美国总统特朗普签署文件，推迟按照原计划继续提高对进口软 体家具、厨房橱柜和浴室柜等产品的关税税率。 据劳工统计局的数据，去年8月家具价格同比上涨4.7%。客厅和餐厅家具的涨幅最为明显，在过去12个 月里增加了9.5%。普通家庭年收入需支付高达年收入6倍的房款。 具体从进口国家来看，美国使用的软木中约有30%来自北边邻国加拿大。加拿大绝大部分森林资源属公 共土地，采伐成本更低。从加拿大进口的木材已被美国征收14.5%的反补贴和反倾销税。 特朗普政府希望通过关税来促进其国内产业链重构，但是其本土木材难以在短期内满足建筑商的要求， 行业内部也存在分歧。 去年10月，美国政府开始对进口自多数贸易伙伴的软体家具、厨房橱柜和浴室柜征收25%关税，并计划 于2026年1月1日起把厨房橱柜、浴室柜及相关产品税率再次上调至50%，把软体家具税率提高至30%。 有分析指出，面对其国内通胀的压力以及最高法院关税听证会后的不确定性，此次调整被视为美国逐步 改变贸易策略的关键信号。 软体家具主要指的是以海绵、织物为主体的家具。美国相关行业协会和媒体此前表示，对软体家具、厨 房橱柜和浴室柜等产品加 ...

编辑：[微风] 2025年的这轮中美经贸博弈，或许能作为全球贸易史上的经典案例被反复研究。这场税率数字的对冲 下，更是场关于认知偏差、产业链重构与战略定力的大碰撞。 这场预谋已久的"经济闪电战"会在不到两周的时间里演变成了让发起者措手不及的战略调整，一切还得 从华盛顿决策层根深蒂固的傲慢与错觉来说起。 在今年4月那轮极限施压开始前，特朗普团队内部实际上的情绪都是挺乐观的。按照《纽约时报》2025 年4月披露的细节，美方官员私下里曾信誓旦旦预测，只要拿出"高关税"这根大棒，无论对方体量多 大，都会因为对美国市场的深度依赖迅速求和，甚至成为首批主动寻求豁免的妥协者。 这种预判不得不说还是在基于2018年的旧经验上提起的，他们完全忽略了中国经济在过去七年间从内需 市场的急剧扩容到全球供应链的去中心化布局。 这种认知偏差导致的第一后果就是美方战术动作的完全走形。4月2日当美国通过第14257号行政令单方 面宣布对包括中国在内的多国初始加征24%关税时，他们想的是通过制造突然的压力迫使贸易伙伴在数 日内回到谈判桌前。 为了配合这一策略，白宫甚至专门留出了"反应期"来期待各国的回应。但现实和美国的期待南辕北辙， 中国在4 ...

记者丨倪雨晴 编辑丨骆一帆 蒂华纳位于美墨边境线上，是全球制造产业链的一个特殊枢纽。依托毗邻美国加州的区位优势，这座城市长期承担着跨境制造与贸 易的关键角色，形成了以电子、汽车、医疗设备为代表的密集型产业带。 在今年的实地走访中，记者看到越来越多的全球化企业在蒂华纳布局生产基地，包括TCL等一众国内科技企业。随着全球供应链重 组，墨西哥逐渐成为中国企业出海的重要落点之一。 而蒂华纳延绵的制造带，既是全球化版图重塑下的一个典型样本，也是经济体之间新型贸易生态的一个缩影。在规则调整、地缘博 弈与产业安全考量交织的环境下，跨国制造生态正在发生深刻演变。 在这样的背景下，TCL创始人、董事长李东生接受21世纪经济报道记者专访时谈道："全球化演变进程中，带来的利益分配并不均 衡，导致地区发展失衡，全球化受到广泛质疑。当下，全球经贸格局在经历深度调整期，但历史已经无数次证明，任何暂时的波 折，都无法阻挡全球化洪流奔涌向前。" 李东生。资料图 全球化的"新周期" 在全球化路径上，TCL的选择并非简单的市场扩张，而是围绕产业能力与组织结构展开长期布局。近几年，TCL在本土化基础上继 续深入推进，将海外业务进一步划分为北美、拉 ...

Core Insights - The rise of "Nai Pi Zi" (milk skin) products, particularly "Nai Pi Zi" candy hawthorn, has transformed this traditional Inner Mongolian dairy product from a regional specialty into a nationwide sensation, driven by social media and consumer demand [2][4][8] - The "Nai Pi Zi" series, including yogurt and desserts, has gained significant traction on social media platforms, indicating a successful fusion of traditional agriculture with modern marketing strategies [2][4] Market Demand Surge - In the fall and winter of 2025, "Nai Pi Zi" candy hawthorn became a trending item on social media, with search volume on Taobao increasing by 320% month-over-month and order volume doubling [2] - The daily sales of "Nai Pi Zi" yogurt from the restaurant brand Ziguangyuan exceeded 400,000 cups during the Spring Festival, while bakery brand Weidome sold over 2 million cups in six months, showcasing the explosive market potential [2][4] Industry Chain Reconstruction - The emergence of "Nai Pi Zi" has restructured the traditional dairy product supply chain, emphasizing high-quality milk sources and eco-friendly farming practices in Inner Mongolia [4][6] - The collaboration model of "leading enterprises + family farms" in Ordos City has enhanced the quality control of milk production, resulting in a significant increase in local dairy processing capabilities [6] Technological Innovation - Innovations such as frozen "Nai Pi Zi" technology have extended shelf life to 30 days, facilitating distribution across northern markets [6] - The introduction of low-sugar, high-protein "Nai Pi Zi" products has attracted interest from 20 chain brands, indicating a trend towards healthier options [6] Cross-Industry Integration - The "Nai Pi Zi" brand is expanding beyond traditional dairy products, integrating with various food categories like baked goods and beverages, thus appealing to modern health-conscious consumers [6][7] - The development of "Nai Pi Zi" as a cultural and tourism product, including workshops for visitors, enhances its market presence and cultural significance [7] Challenges and Future Strategies - The industry faces challenges such as fluctuating raw material prices, with costs for "Nai Pi Zi" candy hawthorn rising from 10 yuan to 42 yuan per piece, highlighting supply chain vulnerabilities [8] - To sustain growth, companies are encouraged to innovate with localized products and maintain a focus on health-oriented offerings, ensuring a continuous refresh of consumer interest [8]

Core Viewpoint - The establishment of a joint venture, YDK Technology, between China's Yulong Technology and South Korea's DY ENG marks a significant collaboration aimed at enhancing competitiveness in the global new energy market through resource integration [1][2]. Group 1: Signing Ceremony - The signing ceremony was attended by key management from both companies, highlighting the strategic nature of the partnership based on long-term cooperation and mutual trust [2]. - Both parties emphasized that the joint venture represents a win-win choice, combining the strengths of Chinese and Korean enterprises in high-end manufacturing [2]. Group 2: Cooperation Background - The successful foundation of the joint venture is attributed to the complementary strategic positioning and core capabilities of both companies [6]. - Yulong Technology specializes in the manufacturing of new energy materials and offers comprehensive EPCM services, ensuring reliable production capabilities [6]. - DY ENG focuses on the development and manufacturing of equipment for the recycling and reuse of secondary battery materials, serving major Korean battery companies [8]. Group 3: Future Outlook - The newly established YDK joint venture aims to integrate Yulong's high-end equipment manufacturing with DY ENG's battery recycling technology [10]. - The company will prioritize localized services for Korean enterprises and their overseas factories, enhancing customer support and tailored solutions [10]. - YDK plans to optimize the supply chain and engage in joint research and development to create internationally competitive products [10]. Group 4: Industry Observation - The collaboration between Yulong Technology and DY ENG is seen as a significant step in the context of global energy transition and industrial chain restructuring [11]. - This partnership serves as a model for integrating China's advanced manufacturing with Korea's material research, providing a reference for other Chinese companies looking to expand internationally [11].

Core Insights - China's goods trade surplus has surpassed $1 trillion for the first time, reaching $1.076 trillion, driven by both short-term factors and long-term structural changes [1][2][3] Group 1: Trade Dynamics - The increase in trade surplus is influenced by the "export rush" phenomenon due to the U.S. imposing tariffs on multiple countries, leading to a preemption of future trade activities [1] - Structural changes in global trade are reshaping China's trade dynamics, particularly through the rise of emerging markets and the restructuring of industrial chains [1][2] Group 2: Export Structure Upgrade - China's export structure is evolving from exporting consumer goods to developed countries to supplying intermediate goods for emerging manufacturing bases [2] - The share of intermediate goods in China's total exports has risen from approximately 42% in early 2015 to 46% by June 2025, while the share of consumer goods has decreased from 37% to 31% [2] Group 3: Green Energy Transition - The global shift towards green energy is creating new demand, with China's capabilities in solar, lithium batteries, and electric vehicles supporting this transition [2] - Exports of China's "new three items" (electric vehicles, lithium batteries, solar cells) are projected to grow 2.6 times from 2020 to 2024, reaching around 1 trillion RMB [2] Group 4: Market Diversification - China's exports to countries involved in the Belt and Road Initiative, ASEAN, and Africa have been growing rapidly, with exports to Africa increasing by 26.3% in the first 11 months of this year [2] - This diversification has allowed China to maintain growth in total foreign trade and surplus despite pressures in traditional markets like the U.S. and Europe [2] Group 5: Comparative Advantage - The essence of China's trade surplus is shaped by global industrial chain division and China's industrial upgrading, creating a win-win trade scenario [3] - China's exports of intermediate and green products meet the urgent needs of emerging markets for industrialization and global decarbonization [3]

Core Insights - The article discusses the importance of "strengthening, extending, and supplementing" industrial chains to drive innovation and elevate capabilities in Anhui's high-quality industrial development phase [1][5] Group 1: Industry Challenges and Strategies - Companies are facing pressure from a shift from rapid growth to stock competition, with a need to accurately identify market pain points and innovate within the industrial chain [1][2] - Yuanchen Technology emphasizes the importance of deep innovation in energy, materials, safety, and environmental sectors, aiming to transition from a "follower" to a "pain point solver" [1][3] - The establishment of industrial chains in Hefei is highlighted as a successful model, showcasing the importance of attracting upstream and downstream enterprises and nurturing leading companies [2] Group 2: Collaboration and Talent Development - The need for tighter collaboration between chain leaders and upstream/downstream enterprises is identified, along with a shortage of interdisciplinary high-end talent [2][3] - Companies are encouraged to adopt models of industry-education integration to address talent shortages and enhance collaboration [3] Group 3: Financial Support and Investment - Entrepreneurs express a desire for more constructive relationships with financial institutions, advocating for tailored support for traditional manufacturing companies with global cost advantages [4] - Investment institutions are urged to adopt a long-term perspective and possess industry insight to support innovation, particularly in capital-intensive sectors like commercial aerospace [5]

Core Insights - The article discusses the importance of "strengthening, extending, and supplementing" industrial chains to drive innovation and elevate capabilities in Anhui's high-quality development phase [1][4] - The 2025 Science and Technology Investment Conference highlighted the challenges and opportunities faced by companies in a complex economic environment, emphasizing the need for deep collaboration and long-term investment to build a sustainable competitive industrial ecosystem [1] Group 1: Industry Challenges and Strategies - Companies are experiencing pressure from a shift from rapid growth to stock competition, with a need to accurately identify market pain points and innovate within the industrial chain [1][2] - Yuanchen Technology's chairman emphasized the importance of moving from being a "follower" to a "pain point solver," focusing on deep innovation in energy, materials, safety, and environmental protection [1] - The president of Zhongke Xingtu provided a successful example of industrial chain development in Hefei, showcasing the establishment of industry task forces to attract upstream and downstream enterprises [2] Group 2: Issues in Industrial Chain Development - Key issues identified include the presence of "bottleneck" links, the need for closer collaboration between chain leaders and upstream/downstream enterprises, and the scarcity of interdisciplinary high-end talent [2][3] - The chairman of Hualitai stressed that extending and supplementing the chain must be based on real market supply and demand to avoid overheating investments and low capacity utilization [2] Group 3: Solutions and Collaborative Approaches - Entrepreneurs suggested various strategies to address challenges, including "technology going abroad" rather than "heavy asset investment," focusing on software and talent export to mitigate traditional overseas investment risks [2][3] - The integration of industry and education was highlighted as a model to address talent shortages, with companies collaborating with universities to align industry needs with academic training [3] - Financial institutions are encouraged to adopt a tailored approach for companies that have upgraded equipment and possess global cost advantages, providing support to growth-oriented enterprises [3][4] Group 4: The Role of Government and Financial Support - The article emphasizes the necessity of clear guidance and strong support from local governments in the top-level design of industrial chains [4] - A collaborative environment with patient capital and industrial wisdom is essential for transforming "strengthening, extending, and supplementing" into a powerful engine for Anhui's high-quality development [4]

作为国家级高新技术企业与专精特新"小巨人"企业，利柏特在工业模块化领域拥有多项自主研发成果， 部分技术填补国内空白。2021年，公司登陆A股主板市场，进一步拓宽发展通道。南通基地的投产，不 仅强化了利柏特在核电、海洋工程等高端装备领域的制造能力，也为"中国智造"走向全球提供助力。 随着全球能源转型与产业链重构，具备全产业链服务与跨文化项目执行能力的中国高端制造企业正迎来 新一轮发展机遇。利柏特南通基地的建成投产，不仅增强了其在全球模块化工程领域的竞争力，也为中 国高端装备制造出海与全球能源工程建设注入新的产业动能。 利柏特集团董事长沈斌强在致辞中表示，南通工厂投产后公司将着力打造"国内领先、国际一流"的工业 模块制造基地，通过自动化、数字化与智能制造技术深度融合，持续提升产品交付效率与质量。 通州湾示范区党工委书记陆忠华指出，利柏特的成功落户与快速投产，是通州湾发展临港高端装备制造 产业的代表性成果。目前示范区已集聚企业超1200家，包括12家央企和28家上市企业，未来将继续优化 营商环境，支持企业做大做强。 中证报中证网讯(王珞)12月6日，南通利柏特（605167）重工有限公司在通州湾示范区竣工投产。南通 ...