Workflow
全链条能力
icon
Search documents
锐评|贸易顺差首超万亿美元,靠的不是运气
Sou Hu Cai Jing· 2025-12-11 23:24
海关总署公布了今年前11个月的外贸数据,2025年我国货物贸易顺差首次突破1万亿美元大关,创历史 新高。这一数字不仅是量的跨越,更是质的宣言。在外部环境风高浪急、脱钩断链噪音不绝于耳的背景 下,中国外贸非但没有如某些西方观察者预言般"断崖式下跌",反而逆势上扬、稳中有进。 这一历史性成绩的取得,不是偶然的运气,而是全球市场规律与中国产业韧性共同作用的必然结果。 还需要厘清一个常被忽视的事实:顺差数字背后,是一个高度交织的全球产业网络。中国在服务贸易领 域长期存在逆差,在农产品、矿产品等领域也普遍是进口大于出口的净买家。这种有进有出的格局表 明,中国更加深度嵌入了全球价值链,既从中受益,也为世界提供了广阔的市场和稳定的供给。 (二) 如果说几十年前的顺差更多依靠以量取胜的汗水经济,那么今天的突破,则更清晰地标注了中国产业由 大变强的升级轨迹。万亿美元顺差不是单一产品的偶然冲高,而是产业体系能力长期积累后的一次集中 呈现。 细看这份顺差的结构变化,质量和技术含量同步提升,整体附加值持续攀升。以电动汽车、锂电池、太 阳能电池为代表的"新三样",正在从增长亮点走向关键支撑。它们的意义不止在于出口规模的扩张,更 在于中 ...
慈星股份:核心产品逆势突围 技术与全链条能力筑牢发展根基
Core Insights - The company reported a revenue of 1.106 billion yuan for the first half of 2025, with a quarter-on-quarter growth of 17.7% [1] - The core product, computer knitting machines, generated revenue of 774 million yuan, showing a year-on-year growth of 0.22% and an increase in gross margin by 0.21 percentage points to 32.38% [1] Group 1: Technology and R&D - The company has focused on technology research and development for over 20 years, which has enhanced its ability to withstand industry downturns [2] - Significant investments have been made in building R&D centers and attracting high-end talent, establishing a dual-team structure with domestic and international teams [2] - The company has a total of 165 invention patents, 104 utility model patents, 15 design patents, and 229 software copyrights as of the end of the reporting period [2] Group 2: Product Innovation - The company adheres to the principle of independent R&D, continuously launching flagship products with proprietary intellectual property [3] - It closely monitors domestic and international technological trends to ensure its products remain industry leaders [3] Group 3: Market Position and Customer Base - The company has developed a comprehensive product line that meets diverse customer needs, ranging from basic to high-end knitting machines [4] - A robust service system has been established, covering pre-sale, in-sale, and post-sale stages to ensure customer satisfaction and effective product usage [4] - The company has accumulated a rich customer base, exceeding 10,000 clients, with a growing number of brand customers [5] Group 4: Future Outlook - The company aims to achieve sustainable operations and become an industry benchmark while actively adjusting its strategic layout to face market challenges [5]