近日，工业和信息化部等六部门联合发布《关于增强消费品供需适配性进一步促进消费的实施方案》， 明确提出加速新领域新赛道布局、推广高效响应制造新模式、强化人工智能融合赋能等19项重点任务。 这一重磅政策旨在以消费升级引领产业升级，推动制造业从"生产更多"向"生产更对、更好"转变。在这 一制造业转型升级的关键时期，浙江力诺（300838）作为国内控制阀领域的重要参与者，以深耕行业多 年的技术积累和创新实践，为传统制造业提供了独特的转型升级路径。 《关于增强消费品供需适配性进一步促进消费的实施方案》的出台，标志着我国消费品工业进入优质优 价新发展阶段。政策的核心在于"以消费升级引领产业升级"，实现供需更高水平动态平衡。这一系列政 策将推动造纸、生物制造等消费品工业走向高端化、智能化、绿色化，对控制阀行业提出了更高要求， 也带来了前所未有的机遇。根据《产业结构调整指导目录》，"智能控制阀、高效节能阀门"被列为鼓励 类产品，为行业技术升级指明了方向。同时，多项国家标准更新落地，如《气动控制阀》GB/T4213- 2024替代旧标准，提高了对控制阀企业生产能力和技术水平的要求，进一步强化了行业标准化进程。 在工业4.0时代 ...

| | 月 11 28 日，伊之密在全球创新中心举办了"伊之密投资者交 | | --- | --- | | | 流会"，伊之密董事、高管发表了重要讲话，并与投资者们进 | | | 行了充分的交流。 | | | 1、问：请描述下公司的经营战略，海外市场规划及拓展，以 | | | 及行业的情况？ | | | 答：在经营战略层面，公司坚持"技术驱动、全球布局、客户 | | | 至上"的核心战略，聚焦高端智能装备制造，持续加大研发投 | | | 入，推动注塑机、压铸机等主力产品向高精度、高效率、智能 | | | 化升级。同时，公司深化精益生产与数字化管理，提升运营效 | | | 率和成本控制能力。在国内市场巩固领先优势的基础上，加速 | | | 全球化进程，通过本地化服务与海外生产基地建设，增强国际 | | | 竞争力。未来，公司将围绕"绿色制造"与"工业 4.0"趋势，打 | | | 造可持续发展的智能制造生态体系。 | | | 在海外市场规划及拓展方面，公司持续推进"本土化+全球 | | | 化"双轮驱动策略，已在印度、越南、墨西哥等地设立子公司 | | | 或服务中心，并计划在欧洲、北美增设技术与售后支持网点。 ...

资金流向方面，主力资金净流入416.38万元，特大单买入110.39万元，占比0.43%，卖出525.60万元，占 比2.03%；大单买入4674.11万元，占比18.09%，卖出3842.53万元，占比14.87%。 11月28日，航天电器盘中上涨2.00%，截至14:27，报41.27元/股，成交2.58亿元，换手率1.41%，总市值 187.95亿元。 航天电器今年以来股价跌14.61%，近5个交易日跌0.63%，近20日跌7.86%，近60日跌23.35%。 今年以来航天电器已经1次登上龙虎榜，最近一次登上龙虎榜为1月15日，当日龙虎榜净买入-2.02亿 元；买入总计4692.85万元 ，占总成交额比7.71%；卖出总计2.49亿元 ，占总成交额比40.87%。 分红方面，航天电器A股上市后累计派现13.67亿元。近三年，累计派现4.46亿元。 机构持仓方面，截止2025年9月30日，航天电器十大流通股东中，易方达国防军工混合A（001475）位 居第二大流通股东，持股1708.72万股，相比上期增加78.51万股。华夏军工安全混合A（002251）位居 第四大流通股东，持股1503.85万股，相比上 ...

Core Insights - Slovenian companies are optimistic about the Chinese market due to the increasing demand for high-quality, innovative, and culturally distinctive products [1][2] - The participation in the China International Import Expo has highlighted the growing popularity of premium products among Chinese consumers [1] - There is a notable trend towards organic and natural health products, with consumers seeking certified organic options free from artificial additives [2] Group 1: Market Opportunities - Slovenian craft beer producer Klavf Brewery reported strong interest in their high-end products during the recent import expo, establishing long-term partnerships in China [1] - The chocolate and wine company, Amethyst LLC, has been active in the Chinese food and beverage market since 2019, emphasizing the importance of quality standards to meet consumer expectations [1] Group 2: Strategic Developments - The Slovenian bee product brand Medex has observed a sharp increase in demand for organic health products, reinforcing their confidence in expanding within the Chinese market [2] - The Slovenian motor manufacturer Domel has positioned its Suzhou facility as a showcase for Industry 4.0, evolving from a sales office to a comprehensive manufacturing and technology center in China [2] - Slovenian companies are focusing on continuous innovation, storytelling, local partnerships, and tailored marketing strategies to enhance their brand influence in China [2]

11月25日，证监会官网显示，深圳明锐理想科技股份有限公司（简称"明锐理想"）在深圳证监局上市辅导备案，辅导机构为国泰海通。 股权结构上，辅导文件显示，截至本辅导备案报告出具日，冀运景直接持有明锐理想20.81%股权，通过深圳明锐创业发展合伙企业（有限合伙）间接持 有0.61%的股权，通过深圳明锐企业咨询管理合伙企业（有限合伙）间接持有3.36%的股权，合计持有24.78%的股权。 据行家说Display了解，明锐理想专注于工业视觉检测设备研发与生产，已推出电子制造领域 PCBA 板级组装、半导体芯片级封装环节的自动光学检查机 （AOI）、锡膏检查机（SPI）及 X 射线检查机（AXI）等核心产品。 其设备已广泛应用于计算机、通讯设备、汽车电子、智能手机、家用电器、半导体及 Mini LED 封装等多个领域，既满足消费电子产业链精密制造检测需 求，也覆盖半导体封装高端检测场景，形成适配智能制造与工业 4.0 发展趋势的多元化市场布局，产品亦适配新能源汽车电子部件、Mini LED 封装检测 等新兴赛道需求。 此次启动上市辅导，标志着明锐理想正式启动资本化进程。根据辅导规划，公司将借助资本市场融资渠道，进一步加 ...

Core Viewpoint - The article discusses the performance and business operations of Wuhan Gangdi Technology Co., Ltd., highlighting its focus on industrial automation and the development of advanced automation products [2][3]. Company Overview - Wuhan Gangdi Technology Co., Ltd. specializes in the research, production, and sales of products in the industrial automation sector, with its main products being automation drive products and intelligent control systems [2][3]. - The company was established on September 28, 2015, and is located in the Wuhan University of Technology Science Park [7]. Business Performance - For the period from January to September 2025, the company achieved a revenue of 361 million yuan, representing a year-on-year decrease of 3.30%, while the net profit attributable to the parent company was 43.39 million yuan, down 25.24% year-on-year [8]. - The revenue composition of the company includes 63.66% from intelligent control systems, 35.26% from automation drive products, and 0.57% from management system software [8]. Product Development - The company has developed the SD400 series servo system, which is designed for robotic applications, enhancing production yield and operational efficiency for downstream customers [2][3]. - The intelligent control system is categorized as an integrated hardware and software product, with hardware primarily sourced externally and software developed in-house to meet specific industry needs [3]. Industry Position - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, a prestigious title awarded to high-performing small and medium enterprises in China [2]. - The company's main business falls under the category of strategic emerging industries, aligning with national technology innovation development strategies [3].

Core Viewpoint - Ecovacs Robotics has shown significant growth in revenue and profit, with a notable increase in stock price this year, despite recent fluctuations in trading performance [1][2]. Financial Performance - For the period from January to September 2025, Ecovacs achieved a revenue of 12.877 billion yuan, representing a year-on-year growth of 25.93% [2]. - The net profit attributable to shareholders reached 1.418 billion yuan, marking a substantial year-on-year increase of 130.55% [2]. - The company has distributed a total of 2.021 billion yuan in dividends since its A-share listing, with 944 million yuan distributed over the past three years [3]. Stock Performance - As of November 27, Ecovacs' stock price increased by 73.64% year-to-date, although it experienced a slight decline of 0.06% over the last five trading days and a more significant drop of 10.59% over the last 20 days [1]. - The stock is currently trading at 80.83 yuan per share, with a market capitalization of 46.81 billion yuan [1]. Shareholder Structure - As of September 30, 2025, the number of shareholders decreased by 8.38% to 31,400, while the average number of circulating shares per person increased by 9.63% to 18,235 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 5.7539 million shares, and new entrants like E Fund National Robot Industry ETF [3]. Business Overview - Ecovacs Robotics, established on March 11, 1998, specializes in the research, design, production, and sales of various household service robots and smart home appliances [1]. - The company's revenue composition includes 55.89% from service robots, 42.96% from smart living appliances, and 1.15% from other products [1].

海斯坦普亚太区首席执行官洛安东（Antonio López）日前就持续加码中国市场等话题接受了《中国经 营报》记者的专访。 不久前，西班牙国王费利佩六世对中国进行了国事访问。访问期间，两国元首共同见证了经贸、科技、 教育等领域10份合作文件的签署。中国商务部与西班牙经济、贸易与企业部签署了《关于中西经济工业 合作混委会的合作备忘录》，并召开了中西企业顾问委员会第三次会议。 费利佩六世访问期间参观了海斯坦普集团在北京的一座工厂。作为一家在中国深耕18年的西班牙企业， 海斯坦普目前在中国已布局13座工厂和2个研发中心。得益于中国市场的蓬勃发展，海斯坦普截至2024 年年末（最新完整财年）在中国市场的销售额达到16.28亿欧元，2021年至2024年间增幅高达80%。 中经记者 索寒雪 北京报道 洛安东：海斯坦普不仅是西班牙的重要企业，也是全球汽车行业的领先企业之一。我们与北京海纳川的 合资工厂，是海斯坦普在中国本地化战略的成功案例，也展示了我们在亚洲的先进制造能力。 国王的到访，体现了西班牙方面对本国企业在中国发展状况的高度关注。他希望进一步了解西班牙企业 如何在中国扎根，以及如何与本土企业建立紧密合作关系。这家 ...

Core Viewpoint - The article discusses the ongoing industrial crisis in Germany, highlighting the paradox of German companies increasingly relying on China despite political calls for "decoupling" from the Chinese market. It argues that the notion of "de-Chinafication" is unrealistic and counterproductive, as German industries are deeply integrated with Chinese markets and technologies [10][21][29]. Group 1: Industrial Crisis in Germany - German industrial companies are experiencing a significant decline in competitiveness, with a recent survey indicating that 36.6% of firms feel disadvantaged compared to non-EU competitors, marking a historical low [12][13]. - The crisis is attributed to structural issues such as an aging population, a shortage of skilled labor, rising labor costs, and bureaucratic inefficiencies, which collectively exert pressure on business operations [14][15]. - A notable trend is the migration of German companies abroad, with 70% of energy-intensive firms planning to invest overseas, reflecting a loss of confidence in the domestic industrial landscape [16][17]. Group 2: Dependence on China - Despite political rhetoric advocating for reduced reliance on China, trade data shows that Germany's imports and exports with China reached €163.4 billion (approximately $190.7 billion) from January to August, surpassing trade with the U.S. [22][23]. - German companies are increasingly viewing China not just as a low-cost manufacturing base but as a critical driver for technological innovation and market growth, as evidenced by BMW's investment in hydrogen fuel cell production in China [22][23]. - BASF's significant investment in a chemical production facility in Guangdong, totaling €10 billion, underscores the strategic importance of the Chinese market for German firms [23][24]. Group 3: Global Industrial Landscape Shift - The article highlights a historical shift in global industrial power, with developing countries, particularly China, increasing their share of global manufacturing value added, which now stands at 31% [30][31]. - China's manufacturing prowess is evident in various sectors, including electric vehicles and semiconductors, where it leads global production [33][34]. - The article concludes that the "de-Chinafication" narrative is fundamentally flawed, as it contradicts economic principles and the realities of global supply chains, ultimately harming Germany's industrial competitiveness [35][36].

恒生行业指数方面，医疗保健业指数上涨1.04%，综合企业指数上涨0.70%，电讯业指数上涨0.52%。跌幅方面，原材料业指数下跌 1.09%，资讯科技业指数下跌0.58%。 【导读】美团一度大涨超7%，生物科技股连续第三日反弹 中国基金报记者 郭玟君 11月26日，香港三大股指全线上涨，香港恒生指数涨0.13%，报25928.08点；恒生科技指数涨0.11%，报5618.36点；恒生中国企业指 数涨0.04%，报9162.37点。大市成交2070.78亿港元，南向资金净卖出39.52亿港元。 恒生指数成份股中51只上涨，32只下跌。美团上涨5.65%，中通快递涨4.24%，申洲国际涨3.20%，领涨蓝筹 股 。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 ▼ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 美团-W | 3690 | 103.800 c | 5.550 | 5.65% | 133.27亿 | -31.58% | | 2 | 中通快递-W | 2057 | 162.100 c | 6. ...