2025.12. 30 本文字数：1499，阅读时长大约3分钟 作者 | 第一财经 李秀中 继四川和广西在2024年高速公路总里程突破一万公里之后，河南也在今日（30日）宣布高速公路总 里程破万公里，全国高速公路超过一万公里的省份增至5个。 12月30日，河南省交通运输厅在其官方微信公号上发布消息称，随着全长15.223公里的安罗高速京 武黄河大桥宣布建成，河南省2025年实现年内17个高速公路相继建成通车。至此，河南省高速公路 通车总里程成功突破1万公里，达到10088公里。 在2024年全国高速公路通车里程排名中，广东、云南、四川、广西和贵州等已经位居前5，高速公路 里程分别为11700、10758、10310、10060和9042公里。 河南在2020年提出了高速公路"13445工程"，即到2025年，全省高速公路通车里程达10000公里以 上，新增通车里程3000公里以上，完成投资4000亿元以上，力争通车里程居全国第4位，路网密度 居全国第5位。 截至2024年底，河南全省高速公路通车总里程达8962公里。今年沿黄高速等17个项目建成通车。到 2025年底，郑州、开封、洛阳等13个省辖市将实现高速公 ...

会议强调，市政协要科学谋划明年重点履职议题，紧紧围绕市委中心工作，聚焦经济社会发展的重点领 域和难点问题，深入开展调查研究，精准提出对策建议。要坚持建言资政和凝聚共识双向发力，积极做 好"鼓"与"呼"，进一步营造有利于改革发展稳定的良好氛围，为加快打造长三角城市群重要中心城市， 确保基本实现共同富裕取得决定性进展、确保率先呈现基本实现社会主义现代化的市域图景广泛凝聚人 心、凝聚共识、凝聚智慧、凝聚力量。 会议还研究了其他事项。 会议指出，今年是"十四五"规划收官之年，"十五五"规划谋划之年，市发展改革委、市财政局作为市政 府工作部门和重要经济部门，高质量履行自身职责，在抓谋划上有大局、促发展上有实招、推改革上有 突破、惠民生上有温度，展现出高度的责任担当和专业能力。 会议认为，2026年是"十五五"发展开局之年，做好发展改革、财政工作至关重要。建议市发展改革、财 政部门要始终坚持围绕中心，深入贯彻落实党中央和省委、市委决策部署，锚定高质量发展首要任务， 高质量谋划好明年工作举措，全力以赴完成市委、市政府部署的各项目标任务。要始终坚持项目为王， 牢牢抓住项目这个"牛鼻子"，全力争取各类政策支持，全力做好要素保障 ...

12月25日，郑州市黄河流域生态保护和高质量发展领导小组会议召开，深入学习贯彻党的二十届四中全 会精神，认真贯彻习近平总书记关于黄河流域生态保护和高质量发展的重要论述及在河南考察时重要讲 话精神，全面落实省委相关会议部署，安排我市下一步重点工作。省委常委、市委书记安伟主持并讲 话。市领导庄建球、陈明、陈宏伟、虎强、宋洁、陈红民、王滔、张艳敏、郝伟出席。 安伟强调，要把准定位、聚焦重点，奋力在让黄河成为造福人民的幸福河上走在前、作示范。要把保障 黄河安澜作为首要任务，把水资源刚性约束作为核心要求，把黄河文化保护传承弘扬作为重要使命，充 分发挥区位优势、产业优势，走出具有黄河流域特色的高质量发展路子。要以更硬举措健全防洪体系， 加快推进防洪能力现代化建设，筑牢长久安澜屏障；以更严标准守牢生态底线，持之以恒抓好生态保护 和系统修复，坚决打好污染防治攻坚战，推动构建上下游贯通一体的生态环境治理体系，实现人与自然 和谐共生；以更实行动推进节水集约，细化"四水四定"举措，优化水资源配置格局，创新水资源治理机 制，提高水资源利用效率；以更新理念弘扬黄河文化，统筹推进文化遗产系统性保护，大力推进文旅融 合高质量发展，不断提升 ...

12月9日，市长、市政府党组书记庄建球主持召开市政府党组（扩大）会议，学习《中国共产党工 作机关条例》，研究市委十二届九次全会精神贯彻落实工作。 会议指出，《中国共产党工作机关条例》进一步强化对党的工作机关的政治要求，规范党的工作机 关的设立和运行，为全面加强和规范党的工作机关工作明确了基本遵循。要深入学习和贯彻执行《条 例》，坚持政治机关定位，履行政治机关职责，发挥执行机关作用，提高履职能力和工作水平，推动党 中央和省委、市委决策部署落地落实、见行见效。 石秀田、陈红民、王滔、马志峰等出席。 会议强调，市委十二届九次全会是在"十四五"规划收官、"十五五"规划谋篇布局关键时期召开的一 次重要会议。全市政府系统要把贯彻落实市委全会精神与党的二十届四中全会精神、习近平总书记在河 南考察时重要讲话精神结合起来，与省委十一届十次全会精神结合起来，吃透精神实质，谋深落实举 措，切实把全会部署转化为加快发展的生动实践。要聚焦长远、对标对表、精准谋划，高质量高水平编 制"十五五"规划纲要。要密切跟踪宏观政策导向，主动对接中央、省重大战略部署，争取更多政策、资 金、试点落地郑州。要扩大有效投资，推动落地项目早开工建设、在建项 ...

Group 1 - The meeting emphasized the importance of the recent speech by General Secretary Xi Jinping, which highlighted the significance of inspection work and the need for strict governance of the Party [1] - The meeting called for integrating the inspection rectification with the spirit of the 20th Central Committee and planning for the 14th Five-Year Plan, ensuring the implementation of major decisions from the Party Central Committee [1] - The meeting stressed the need to address prominent issues, close institutional loopholes, and continuously promote strict governance of the Party to achieve high-quality development [1] Group 2 - The Provincial Party Committee's 11th Plenary Session focused on the critical transition from the 14th to the 15th Five-Year Plan, outlining the overall requirements, important principles, and strategic tasks for the next five years [2] - The city government is tasked with ensuring the implementation of the Provincial Party Committee's spirit alongside the 20th Central Committee's spirit, aiming for a solid foundation for the 15th Five-Year Plan [2] - The meeting highlighted the importance of setting reasonable development goals and completing the tasks for the final month of the year to ensure the successful conclusion of the 14th Five-Year Plan [2]

11月17日上午，省委常委、市委书记吴桂英在天心区宣讲党的二十届四中全会精神，调研经济社会发展情 况。 11月17日下午，吴桂英在雨花区宣讲党的二十届四中全会精神，调研经济社会发展情况。 11月17日，省委常委、市委书记吴桂英在天心区、雨花区宣讲党的二十届四中全会精神，调研经济社会发展 情况。她强调，要深入学习贯彻党的二十届四中全会精神及习近平总书记关于湖南工作的重要讲话和指示批示精 神，奋力冲刺全年目标任务，谋深谋实未来五年发展，确保"十四五"收好官、"十五五"起好步，为全市大局多作 贡献。 座谈会上，吴桂英对一年来天心区、雨花区各项事业发展取得的成效表示肯定。她指出，学习好宣传好贯彻 好党的二十届四中全会精神，是当前和今后一个时期的重大政治任务。要切实把思想和行动统一到习近平总书记 重要讲话精神和党中央决策部署上来，着力学深悟透，广泛宣传宣讲，切实把学习成果转化为做好各项工作的实 际成效。要找准目标定位，抓好"十五五"规划编制工作，天心区要在产业发展扩容增量与功能定位精准聚焦、发 展空间放量拓展与生态绿心保护发展、老城历史文化传承与有机更新提质升级、城市管理模式创新与民生服务提 质增效上抓好统筹，雨花区要 ...

Core Viewpoint - The economic performance of China's top ten provinces demonstrates their significant role in stabilizing and promoting national economic growth, with a combined GDP of 61.99 trillion yuan in the first three quarters of the year, and eight provinces outpacing the national growth rate [1][2] Group 1: Economic Performance - The top ten provinces contributed over 61% of the national GDP, with a year-on-year growth rate of 5.2%, which is an increase of 0.2 percentage points from last year [2][4] - Hubei province led the growth among these provinces with a 6.0% increase [2] - Eight provinces exceeded the national industrial growth rate of 6.2%, with Henan province achieving the highest at 8.4% [2][3] Group 2: Industrial Growth - The industrial sector is a key driver of economic stability, with significant contributions from sectors such as automotive, rail, and electronics in Shandong, which saw increases of 17.0%, 14.9%, and 16.6% respectively [2] - In Zhejiang, production of industrial robots, lithium-ion batteries, laptops, and new energy vehicles grew by 65.6%, 52.5%, 41.1%, and 41.3% respectively, showcasing the vitality of innovation-driven industries [2] Group 3: Consumer Spending - Seven provinces outperformed the national retail sales growth of 4.5%, with Henan again leading at 6.2% [3] - The "trade-in" policy significantly boosted consumption, particularly in Sichuan, where automotive retail sales increased by 8.0% [3] Group 4: Foreign Trade - The top ten provinces accounted for over 75.5% of the national import and export total, with Jiangsu province's trade volume exceeding 4.38 trillion yuan, marking a historical high [3] - The export structure is improving, with Jiangsu's electromechanical products making up nearly 70% of exports, contributing to an 8.7 percentage point increase in export growth [3] Group 5: Strategic Initiatives - Provinces are setting annual economic growth targets above 5% to ensure the successful completion of the 14th Five-Year Plan [4] - Key strategies include enhancing project investments, optimizing approval processes, and promoting private investment to stimulate economic growth [4][5] - Coastal provinces focus on "opening up and technological innovation," while inland provinces emphasize "domestic demand exploration and regional influence" [5]

Core Viewpoint - New Strong Union (300850.SZ) has experienced a significant turnaround in its operating performance, with substantial increases in revenue and profit in the first three quarters of 2025 compared to the same period in 2024 [1][2][3]. Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 3.618 billion yuan, a year-on-year increase of 84.10%, and a net profit attributable to shareholders of 664 million yuan, a year-on-year increase of 1939.50% [1]. - The company's non-recurring net profit was 582 million yuan, reflecting a year-on-year increase of 846.59% [1]. - In contrast, the first three quarters of 2024 saw operating revenue of 1.965 billion yuan, a decrease of 6.06%, and a net loss of 36.09 million yuan, a year-on-year decrease of 110.83% [1]. Quarterly Breakdown - The quarterly revenue for 2025 was as follows: 926 million yuan in Q1 (up 107.46%), 1.283 billion yuan in Q2 (up 110.09%), and 1.408 billion yuan in Q3 (up 55.13%) [2]. - The net profit for the same quarters was 170 million yuan (up 429.28%), 229 million yuan (up 567.6%), and 264 million yuan (up 308.57%) [2]. Market Demand and Product Strategy - The company has diversified its product offerings, focusing on high-value products in key sectors such as wind power bearings, shield machine bearings, offshore equipment bearings, and construction machinery bearings [3]. - The growth in performance is attributed to the robust demand in the domestic wind power market and stable demand for high-quality rotary support products in specialized equipment manufacturing [3]. - The company has increased the proportion of high-value-added products, which have higher technical content and profitability, contributing to overall profit growth [3]. Profitability Metrics - For the first three quarters of 2025, the company's comprehensive gross margin and net margin were 28.88% and 18.94%, respectively, representing increases of 12.14 percentage points and 20.1 percentage points year-on-year [3]. Stock Performance - The stock price of New Strong Union has performed exceptionally well, rising from 19.02 yuan per share at the beginning of 2025 to a peak of 49.60 yuan per share on October 22, marking a maximum increase of approximately 161% within the year [4]. Institutional Interest - Institutional investors are optimistic about the company's growth prospects, as evidenced by the continuous accumulation of shares by social security funds in the second and third quarters of 2025 [5].

Core Viewpoint - The meeting led by Wu Guiying emphasizes the importance of formulating the "14th Five-Year Plan" for the high-quality development of Changsha, highlighting strategic thinking and practical implementation [2] Group 1: Planning and Strategy - The meeting reviewed the overall situation of the "14th Five-Year Plan" preparation and key work plans, acknowledging the progress made so far [2] - Wu Guiying stressed the need for forward-thinking, comprehensive planning, systematic integration, and actionable outcomes in the development plan [2] - The plan aims to align with national urban functional positioning while considering local development trends and characteristics [2] Group 2: Focus Areas - The planning will focus on enhancing urban capabilities, expanding urban space, clarifying industrial pathways, improving public welfare, and innovating urban governance [2] - Innovative ideas and reform measures are to be proposed to drive greater achievements in high-quality development [2] Group 3: Implementation and Evaluation - The meeting called for a scientific arrangement of timelines, optimization of structural layout, and extensive research to ensure informed, democratic, and lawful decision-making [2] - There is a focus on addressing weaknesses and accelerating efforts to conclude the "13th Five-Year Plan," summarizing and evaluating its implementation results to boost confidence and guide expectations [2]

Core Points - The article emphasizes the importance of enhancing political awareness and maintaining a focus on goals, problems, and results in the context of post-inspection rectification work [1] - It highlights the need to combine immediate improvements with long-term stability, addressing urgent issues faced by the public and ensuring the implementation of responsibilities [1] - The article also discusses the integration of rectification efforts with economic growth, risk prevention, and public welfare, aiming to achieve annual socio-economic development goals [1] Group 1 - The need for a resolute attitude and effective actions in addressing inspection rectification [1] - The focus on improving public satisfaction and security through targeted problem-solving [1] - The commitment to completing the "14th Five-Year Plan" and preparing for the "15th Five-Year Plan" to guide high-quality development [1]