每经记者｜张钟尹 每经编辑｜陈旭 随着本周新冠肺炎疫情在全球迅速蔓延，当中国疫情防控出现好转势头的同时，全球防控形势却出现恶化的局面——2月28日，世界卫生组织（WHO）宣 布，将新冠肺炎疫情的全球风险级别从"高风险"提高至"非常高"。 在新冠肺炎疫情比较严重的国家中，我们的东邻韩国和日本格外引人关注。 根据2月29日下午的最新统计，韩国24小时内新增感染新冠肺炎病例813例，累计报告确诊3150例，死亡17例；而日本境内共有945人确诊感染新冠肺炎，死 亡11例。 受疫情拖累，韩国不少巨头企业被迫停产，其中包括三星电子和现代汽车这样的巨头。 在日韩疫情出现扩散的情况下，双边贸易受到的冲击也引发市场关注。这对中韩、中日之间的进出口将产生怎样的影响？中国在电子、机械设备等产业领域 对日韩产品依赖度较高，来自日、韩的供应会不会出现风险？相关的国产行业又该如何加以应对？ 韩国累计确诊超过3000例 此前，中国的新冠肺炎疫情处于暴发期，来自中国的供应出现部分中断的情况，对日、韩不少企业造成一定的影响。而现在疫情在本国出现恶化，这又给 日、韩企业带来了哪些经营风险？ 最近一周，韩国新冠肺炎新增病例持续攀升。截至2月29 ...

Core Viewpoint - The transformation of Chongqing Ge Pai Electric Wire and Cable Co., Ltd. (Ge Pai) showcases how traditional manufacturing can leverage innovation and futures markets to manage risks and achieve sustainable growth in a volatile environment [1][12]. Company History and Transformation - Founded in 1956, Ge Pai was the first producer of electric wires and cables in Chongqing, playing a crucial role in national infrastructure during the planned economy era [2]. - The company faced severe challenges in the late 1990s, leading to a restructuring in 2001 that pivoted towards the booming real estate market and introduced a focus on quality and differentiation [2][3]. Market Position and Brand Recognition - By 2010, Ge Pai was recognized as a "Chinese Famous Trademark," and by 2015, it was designated as a "National Industrial Brand Cultivation Demonstration Enterprise," reflecting its improved market reputation and product quality [3]. Technological Advancements and Market Expansion - In response to market challenges post-2020, Ge Pai initiated a dual transformation strategy targeting both consumer (C-end) and engineering (B-end) markets, significantly increasing its sales from major clients [4]. - The company has embraced digital transformation, achieving a 60% increase in automation and an 18% rise in per capita efficiency through the establishment of a "digital workshop" [4]. Risk Management through Futures - Ge Pai has integrated futures trading into its risk management strategy, recognizing that copper, which constitutes over 70% of production costs, is subject to significant price volatility [6][8]. - The company established a dedicated futures trading team in 2018 to enhance its understanding and application of futures tools, leading to a structured hedging system [8][9]. Collaborative Ecosystem and Industry Impact - Ge Pai promotes a collaborative approach in the industry, encouraging upstream and downstream partners to engage in futures markets for mutual risk management and profit sharing [10][11]. - The company aims to build a "Chongqing Intelligent Manufacturing" ecosystem, contributing to the regional economic development while enhancing its own operational capabilities [5][11]. Future Outlook - Ge Pai is focused on high-quality development in line with national initiatives, particularly in the new energy and smart grid sectors, positioning itself for future growth opportunities [11][12]. - The company aims to leverage futures as a strategic "risk protection shield" to stabilize procurement costs and support research and expansion efforts [11].

Core Insights - The 14th "Global Industrial Development Forum" and the first Shenzhen Enterprise Transformation and Upgrading Conference were held on November 12, focusing on the integration of artificial intelligence (AI) and industrial manufacturing [1][5][29] Group 1: Event Overview - The forum was guided by various organizations including the United Nations Industrial Development Organization and the Shenzhen Municipal Government, with over 400 attendees including industry leaders and experts [3][5] - The theme of the forum was "AI Empowerment: A New Chapter in Industrial Development," featuring 11 keynote speeches and discussions on AI and enterprise transformation [5][8] Group 2: AI and Industrial Integration - The Shenzhen Industrial Association aims to promote the integration of AI with manufacturing, positioning Shenzhen as a leading city in AI applications with over 2,200 AI companies and nearly 200 "city + AI" application scenarios [8][6] - The establishment of the Artificial Intelligence and Robotics Development Committee was announced to foster collaborative innovation in the industry [22] Group 3: Awards and Recognition - The 7th Shenzhen Industrial Awards were presented, recognizing 10 companies and 10 entrepreneurs for their contributions to industrial excellence [11][9] - The awards aim to establish industrial benchmarks and promote a culture that values the real economy, reflecting Shenzhen's role in high-quality economic development [11][29] Group 4: Keynote Insights - Keynote speeches highlighted the necessity of deepening AI applications in core industrial processes, addressing challenges such as data fragmentation and algorithm adaptation [14] - Policy recommendations for Shenzhen's industrial development in the AI era were presented, focusing on innovation, regulatory flexibility, and enhancing global competitiveness [16][18] Group 5: Practical Applications of AI - Discussions included practical applications of AI in manufacturing, showcasing how AI can enhance productivity and optimize business processes [20][24] - The forum emphasized the importance of building a collaborative ecosystem for AI and robotics to seize strategic opportunities in the industry [22][24] Group 6: Future Directions - The forum underscored the accelerating transition of AI from technological breakthroughs to large-scale commercial applications, positioning it as a core driver of high-quality development in global manufacturing [29]

【导读】第十四届"五洲工业发展论坛"暨首届深圳企业转型升级大会隆重举行 中国基金报记者 江右 11月12日，由联合国工业发展组织、中国工业经济联合会、中国工业环保促进会、深圳市人民政府指导，深圳工业总会、深圳市企业升级 转型促进会主办的第十四届"五洲工业发展论坛"暨首届深圳企业转型升级大会隆重举行。 原航空航天工业部部长、深圳工业总会最高顾问林宗棠，工业和信息化部原部长、中国工业经济联合会会长李毅中，中国工业经济联合会 党委委员、副秘书长汪富亮，中国工业报社副社长、执行总编辑周志懿，中国航空工业集团原局长、深圳工业总会高级顾问张保宁，深圳 工业总会高级顾问林云等专程出席；市人大常委会原常务副主任、市政府原副市长郭荣俊，市政协原副主席李连和，省政府资深参事、市 政协原副主席陈思平，省政府资深参事、市政协原副主席张效民，省政府资深参事、原深圳出入境检验检疫局局长刘胜利，市政协原副主 席廖军文，市工商联党组成员、二级巡视员侯海，市质量创新社会组织联合党委第一书记郭晓渝，市先进制造类行业协会联合党委第一书 记林千杰，市记者协会主席、深圳报业集团原党组书记、社长丁时照，市工信局原局领导杨宇清，中国 （ 深圳 ） 综合开 ...

Core Viewpoint - Jin控电力 aims to enhance profitability, sustainable development, and risk resistance through "optimizing existing assets and strengthening new growth" strategies, seeking to transform and upgrade in the energy revolution wave for high-quality development [2] Group 1 - The company plans to steadily improve its profitability and sustainable development capabilities [2] - The focus will be on optimizing existing resources while also pursuing new growth opportunities [2] - The company is committed to enhancing its risk resistance capabilities [2]

Core Viewpoint - In the face of a downturn in the steel industry and imbalances in market supply and demand, the company has maintained strategic determination, solidified its operational foundation, accelerated transformation, and reinforced risk management, achieving steady performance in its regular business operations [1][2]. Group 1: Financial Performance - For the period from January to September 2025, the company reported an operating income of 40.893 billion yuan and a net profit attributable to shareholders of 114 million yuan [1]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, increased by 159 million yuan year-on-year, indicating a continuous push for deeper and more substantial corporate development [1]. Group 2: Business Operations - In the raw materials sector, the company has focused on business expansion and model innovation, achieving stable operations in key products with significant year-on-year improvement in performance [1]. - In the steel business, the company has optimized its business structure, reinforcing its engineering supply business while accelerating the transformation of its manufacturing terminal, leading to improvements in both scale and quality of terminal operations [1]. - The company has enhanced its supply chain operations by strengthening internal and external resource collaboration, improving integrated service capabilities in warehousing, processing, logistics, bidding, and insurance brokerage [1]. Group 3: Future Outlook - Looking ahead to the fourth quarter, the company plans to continue implementing its work guidelines focused on "stabilizing growth, strengthening industries, promoting innovation, advancing reforms, preventing risks, ensuring safety, and enhancing party building" [2]. - The company will adhere to a "low inventory, high turnover" business strategy, aiming to fully exploit market opportunities while controlling operational risks, enhancing business capabilities, deepening business collaboration, and accelerating transformation and upgrading [2].

Core Insights - The 2025 Hurun Rich List was released, featuring Wang Laichun of Luxshare Precision with a wealth of 85.5 billion yuan, an increase of 23.5 billion yuan or 38% from 2024 [1][2] - Wang Laichun's entrepreneurial journey exemplifies the transformation of China's manufacturing industry from OEM to independent innovation [1][2] Company Overview - Luxshare Precision was officially established in 2004, and under Wang Laichun's leadership, the company has experienced rapid growth, listing on the Shenzhen Stock Exchange in 2010 with a wealth of 2.3 billion yuan at that time [2] - The company strategically entered the Apple supply chain in 2011 by acquiring Kunshan Lian Tao Electronics and subsequently secured the AirPods OEM qualification, becoming a core supplier in the global consumer electronics sector [2] - Luxshare has defined its strategic focus on three main areas: consumer electronics, automotive electronics, and communication technology [2] Financial Performance - For the reporting period, Luxshare achieved a revenue of 124.5 billion yuan, representing a year-on-year growth of 20.18% [2] - The net profit attributable to shareholders was 6.644 billion yuan, up 23.13% year-on-year, while the net profit after deducting non-recurring items was 5.599 billion yuan, reflecting a growth of 12.90% [2] - The growth in performance is attributed to the continuous expansion of business segments in consumer electronics, communication, and mobile network equipment [2]

Core Insights - The leadership of Tanzhou Town is actively engaging with key enterprises to address operational challenges while promoting public health initiatives, aiming to stimulate economic growth and ensure safety [1][10]. Group 1: Enterprise Engagement - Town leaders are conducting in-depth dialogues with business executives to understand their operational conditions and needs, focusing on production line performance, technological innovation, and market expansion plans [2][9]. - A system for tracking issues raised by enterprises has been established, ensuring that all concerns are addressed and resolved [2][10]. Group 2: Health and Safety Oversight - In addition to business operations, there is a strong emphasis on environmental hygiene management and pest control within enterprises, with leaders urging companies to fulfill their responsibilities regarding employee health monitoring [9][10]. - Companies are encouraged to enhance their sanitation measures, particularly for transportation vehicles, to mitigate the risk of pest transmission [9][10]. Group 3: Development Strategy - The town is committed to a dual approach of promoting economic development while ensuring safety, implementing targeted policies to accelerate business recovery and production [10]. - Future initiatives will focus on key industry cultivation and technological upgrades, with a commitment to improving both the business environment and public health standards [10].

Core Insights - The Thai government has appointed a new Board of Investment (BOI) led by Deputy Prime Minister and Finance Minister Arkhom, with the first board meeting scheduled for next week [1] - The BOI is set to implement three core measures within four months to boost investment and support local businesses [1] Group 1: Investment Promotion - The first measure focuses on advancing investments, particularly on 70 large projects exceeding 1 billion THB, covering sectors such as electronics, data centers, electricity, and industrial parks, with a total investment of approximately 300 billion THB [1] - Additionally, projects under 1 billion THB that belong to new growth curve industries will also be prioritized for their strategic significance in guiding future investments [1] Group 2: Talent Development - The second measure aims to accelerate the training of high-skilled talent to meet the demands of emerging industry bases, with a target of training 100,000 individuals across various fields [1] - The focus areas for talent development include BCG ecological economy, smart agriculture, food science, biotechnology, automotive manufacturing, semiconductors, high-end electronics, digital technology, artificial intelligence, and automation and robotics [1] Group 3: Support for Local Enterprises - The third measure is designed to support the transformation and upgrading of local enterprises to enhance competitiveness and facilitate their transition to emerging industries [1] - This initiative will utilize the National Competitiveness Enhancement Fund to assist businesses in modernizing machinery, adopting automation systems, or implementing digital technologies [1] Group 4: International Roadshow - The BOI plans to launch an international roadshow in November, starting in Japan, to boost confidence among foreign investors [2]

Group 1 - The company, New Dazheng, announced a major asset restructuring plan to acquire 75.15% of Jiaxin Liheng through a combination of share issuance and cash payment, with the transaction price yet to be determined [2] - The acquisition aims to expand the company's business presence in key regions such as the Yangtze River Delta, Bohai Rim, Greater Bay Area, and Chengdu-Chongqing Economic Circle [2] - New Dazheng plans to issue shares to no more than 35 specific investors to raise funds for cash payments and transaction-related fees [2] Group 2 - Jiaxin Liheng, established in 2020, aims to become a leading integrated facilities management service provider in China, serving commercial clients with a focus on on-site comprehensive facilities management [3] - Jiaxin Liheng reported revenues of 3.035 billion yuan and 2.075 billion yuan for the years 2024 and the first eight months of 2025, respectively, with net profits of 126 million yuan and 84.8494 million yuan [3] - The core business of Jiaxin Liheng includes integrated facilities management, green energy management, and large event security, leveraging technology integration and customized services [3] Group 3 - Following the transaction, New Dazheng will enhance its national strategy and expand its business scope from property management to integrated facilities management [4] - The acquisition will strengthen the company's capabilities in integrated solutions for various clients, marking a transition to a new phase of high-quality development [4]