2025年以来，兵团工信系统围绕兵团七大主导产业和21条重点产业链，全力推进三个"千百十"亿工程， 常态化开展工业经济运行调度，加快重大项目建设，构建优质企业梯度培育机制，扎实推进中小企业数 字化转型和制造业新型技术改造城市试点工作，强化企业服务保障，不断巩固工业经济稳中向好态势。 兵团工业和信息化局相关负责人表示，将认真落实领导干部包联制度，全力保障工业企业稳产满产，促 进工业投资项目加快建设；聚焦兵团工业企业100强和"三张清单"529个工业投资项目，以"三个全覆 盖"专项行动为抓手，深挖企业技改潜力，激活存量、扩大增量。 经开区承载能力增强，支撑作用日益凸显。2025年1至11月，兵团重点监测的19个经开区规上工业总产 值较上年同期增长8.2%，其中13个经开区增速超过10%。铁门关经济技术开发区、喀什经济开发区兵团 分区、霍尔果斯经济开发区兵团分区、昆玉经济技术开发区等增长势头强劲，经开区工业经济运行保持 多点发力、齐头并进、提质提速的良好态势。 新建投产企业带动作用突出。2025年1至11月，兵团新建投产规上工业企业95家，规上工业企业总数达 1481家，新建投产企业增加值对工业增长的贡献率达43. ...

不锈钢产业日报 2025-12-08 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:不锈钢(日,元/吨) | 12510 | 10 01-02月合约价差:不锈钢(日,元/吨) | -115 | -25 | | | 期货前20名持仓:净买单量:不锈钢(日,手) | -13850 | -3325 主力合约持仓量:不锈钢(日,手) | 85685 | -3729 | | | 仓单数量:不锈钢(日,吨) | 61556 | -63 | | | | 现货市场 | ...

板块也呈现走弱，而汽车等领域政策支持带来部分亮点。下游市场以逢低按需采购为主，近期锌价回调， 研究员: 陈思嘉 期货从业资格证F03118799 期货投资咨询从业证书号Z0022803 | | | 沪锌产业日报 2025-12-08 | 项目类别 | 数据指标 最新 环比 数据指标 | | 最新 | 环比 | | --- | --- | --- | --- | --- | | 期货市场 | 沪锌主力合约收盘价(日,元/吨) -20 01-02月合约价差:沪锌(日,元/吨) 23285 | | -25 | -15 | | | LME三个月锌报价(日,美元/吨) 3098.5 13.5 沪锌总持仓量(日,手) | | 214900 | 6840 | | | 沪锌前20名净持仓(日,手) 13920 -93 沪锌仓单(日,吨) | | 0 | 0 | | | 上期所库存(周,吨) 91916 -4000 LME库存(日,吨) | | 55375 | 1050 | | 现货市场 | 上海有色网0#锌现货价(日,元/吨) 23130 0 长江有色市场1#锌现货价(日,元/吨) | | 23200 | 0 | | | Z ...

何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 | | | | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:沪镍(日,元/吨) | 118030 | 240 01-02月合约价差:沪镍(日,元/吨) | -170 | -10 | | | LME3个月镍(日,美元/吨) | 14970 | 85 主力合约持仓量:沪镍(日,手) | 111585 | -6051 | | | 期货前20名持仓:净买单量:沪镍(日,手) | -26832 | 797 LME镍:库存(日,吨) | 253116 | 0 | | | 上期所库存:镍(周,吨) | 42508 | 1726 LME镍:注销仓单:合计(日,吨) | 8622 | 6 | | | 仓单数量:沪镍(日,吨) SMM1#镍现货价(日,元/吨) | ...

沪铜产业日报 2025/12/8 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本报告不构成个人投资建议， 客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明 出处为瑞 达研究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。 研究员: 陈思嘉 期货从业资格号F03118799 期货投资咨询从业证书号Z0022803 | 项目类别 | 数据指标 最新 环比 数据指标 | | | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | | 期货主力合约收盘价:沪铜(日,元/吨) | 92,970.00 | +190.00↑ LME3个月铜(日,美元/吨) | 11,692.00 | +71.50↑ | | 期货市场 | 主力合约隔月价差(日,元/吨) | -60.00 | -20.00↓ 主力合约持仓量:沪铜(日,手) | 230,045. ...

Economic Overview - The GDP of Ziyang reached 53.01 billion yuan in the first half of the year, with a year-on-year growth of 7.0% [2] - The industrial added value above designated size increased by 15.8%, outperforming the provincial average by 8.5 percentage points, ranking fourth in the province [2] Industrial Performance - The textile and apparel industry grew by 70.4%, general equipment manufacturing by 56.2%, and computer, communication, and other electronic equipment manufacturing by 108.3% [2] - The production of railway locomotives increased by 130.8% year-on-year [2] Market Expansion and Production Growth - CRRC Ziyang Company reported a 44% increase in locomotive deliveries compared to the same period last year, driven by strong market expansion efforts [2] - The production of lithium-ion batteries, traditional Chinese medicine, beverage alcohol, and steel structures also saw significant increases of 31.9%, 71.5%, 14.5%, and 26.4% respectively [2] Investment in Manufacturing - Manufacturing investment in Ziyang grew by 23.2%, exceeding the provincial average growth rate by 14.9 percentage points, ranking fourth in the province [2] - The new high-end aluminum alloy profile base in Lezhi has secured orders worth 530 million yuan, with eight production lines operating at full capacity [2] Natural Gas Industry Development - The cumulative natural gas production in the Gaoshiti block exceeded 20 billion cubic meters, with daily production exceeding 12 million cubic meters [3] - New projects in the natural gas sector are expected to enhance production capacity by over 30% [3] Key Industry Growth - All five major industries in Ziyang achieved positive growth, with clean energy, electronic information, and equipment manufacturing maintaining growth rates above 20% [3] - The implementation of three-year action plans for key industries such as aerospace and healthcare is underway to strengthen the industrial chain [3]

Core Insights - The overall industrial economy in China showed stable improvement in the first half of the year, with industrial production maintaining rapid growth and the industrial added value for large-scale enterprises increasing by 6.4% year-on-year [1] - Despite the growth in revenue, industrial enterprises faced high operational costs and tightening financial conditions, leading to a decline in profit margins [1][4] Revenue Growth - In the first half of the year, large-scale industrial enterprises achieved a total revenue of 6,677.919 billion yuan, reflecting a year-on-year growth of 2.5% [2] - Private industrial enterprises reported the highest revenue growth at 2.6%, while state-owned enterprises experienced a decline of 0.7%, marking four consecutive months of negative growth [2] Profit Trends - The total profit of large-scale industrial enterprises in the first half of the year was 34,365 billion yuan, representing a year-on-year decrease of 1.8% [4] - State-owned enterprises saw a significant profit decline of 7.6%, while foreign-invested enterprises reported a profit increase of 2.5%, indicating better performance compared to domestic counterparts [4] Operational Challenges - Private industrial enterprises faced substantial operational pressures, with key performance indicators such as revenue profit margin and asset profit margin remaining low [7] - The average accounts receivable collection period for private enterprises was 70.7 days, significantly higher than that of state-owned enterprises at 55.6 days [7] Financial Ratios - As of June 2025, the asset-liability ratio for large-scale industrial enterprises was 57.9%, with private enterprises at 59.4%, indicating higher financial leverage [8] - The revenue profit margin for large-scale industrial enterprises was 5.2%, with private enterprises having the lowest margin at 3.8% [9]

Economic Overview - Chengdu's GDP for the first half of the year reached 1210.82 billion yuan, with a year-on-year growth of 5.8% at constant prices [1] - The primary industry added value was 18.67 billion yuan, growing by 2.7%; the secondary industry added value was 326.74 billion yuan, growing by 5.3%; and the tertiary industry added value was 865.42 billion yuan, growing by 6.0% [1] Agricultural Performance - The production of garden fruits, tea, vegetables, and edible fungi increased by 6.3%, 5.3%, 3.0%, respectively [1] - The number of pigs slaughtered reached 1.993 million, with pork production at 158,000 tons [1] Industrial Growth - The added value of Chengdu's industrial economy grew by 7.8% year-on-year [1] - State-owned enterprises saw a 4.9% increase in added value, while private enterprises experienced a 10.4% growth [1] - Among 37 major industries, 25 reported positive growth, with notable increases in non-ferrous metal smelting and rolling (41.7%), automobile manufacturing (23.6%), and computer communication and other electronic equipment manufacturing (17.3%) [1] - High-tech manufacturing industries showed a 12.1% increase in added value [1] - Production of new energy vehicles, smartwatches, and lithium-ion batteries surged by 352.2%, 119.2%, and 45.8%, respectively [1] Service Sector Performance - The added value of the service industry grew by 6.0% year-on-year [2] - The rental and business services sector and information transmission, software, and IT services both increased by 10.7% [2] - The transportation, warehousing, and postal services sector grew by 7.4% [2] Consumer Market Trends - Chengdu's consumer price index (CPI) rose by 0.3% year-on-year [2] - Fixed asset investment increased by 6.0%, with the primary industry investment growing by 15.3% and secondary industry investment by 40.7% [2] - The total retail sales of consumer goods reached 562.23 billion yuan, with a year-on-year growth of 6.1% [2] - Notable growth in retail categories included communication equipment (64.5%), household appliances (34.5%), and cultural office supplies (20.4%) [2] - New energy vehicles saw a retail growth of 21.0% [2]