CBRE FIGURES1北京丨2025年第三季度 甲级办公市场结构性优化显著 零售物业和仓诺物流租金加速调整 | | | | +5.5% | | | 办公椅 | 环比 | 年扔至今 | 同比 | | --- | --- | --- | --- | --- | --- | --- | | GrP | -5.1% 社总 | +10.0% 回定资.询 | 金 | 7.9%§ | | 11.3% | | | 12025午上兰，F 2025让1-8月：同化 | [202541-2月，向1] | | | | | | | | | | 心.5自分点 | -1.3=点 | -1.3自价点 | | | | | 孕售物业 | 环比 | 年初至今 | 同比 | | | | | 非宗 | -2.605 | -1.4%: | -2.3 | | | 内容提要 | | | (百点 | 13.4F分点. | 10.6万分只 | | ‒ | 办公播：款租活院由现矿成性收落，汪求仍为土。TMT保云需求兰生，金量行业录混 可于。甲级净吸量天注八成，空置率受更显毛。全市租金扩大，金融间次受后产， | | | 环比 | 年韧至今 | 同比 | | | ...

近日，工业和信息化部等7部门联合印发的《石化化工行业稳增长工作方案（2025—2026年）》（下称 《方案》）提出，2025年至2026年，石化化工行业增加值年均增长5%以上。 当前，基础有机原料市场竞争加剧、高端精细化学品供给不足，国内需求增速放缓、外部不确定性增 加，是制约石化化工行业发展质量和效益提升的主要矛盾。期货日报记者发现，《方案》聚焦石化化工 行业发展面临的新形势、新挑战，旨在统筹推进稳增长和促转型，坚持培育行业增长新动能和更新旧动 能相结合、供给质量提升与内外需求拓展相结合、市场主导与政府引导相结合，着力实现石化化工行业 质的有效提升和量的合理增长，夯实行业高质量发展基础。 "《方案》向石化化工行业传递出政策重心转向精细化调控的清晰信号。"广发期货能化分析师苗扬表 示，《方案》对石化化工行业提出了一系列新要求：必须从规模扩张转向质量效益提升；重点发展电子 化学品、高性能材料等高端产品；加快全流程自动化改造和减污降碳技术应用；投资导向体现"有扶有 控"；严格限制炼油等结构性错配产能；重点支持技术改造、安全升级以及与新能源等新兴领域对接的 项目。 苗扬认为，《方案》对石化行业稳增长的影响是结构性的 ...

Core Viewpoint - GlobalFoundries is undergoing a workforce adjustment at its Fab 8 facility in Saratoga County, New York, aimed at enhancing operational productivity and preparing for long-term growth, despite ongoing expansion efforts costing $16 billion [1][3]. Group 1: Workforce Adjustment - The specific number of affected employees and their roles remain unclear, but the adjustment is likely a structural optimization rather than a large-scale layoff, as indicated by the company's spokesperson [3]. - Over the past year, Fab 8 has added 150 semiconductor process engineers while reducing 80 traditional assembly positions, reflecting a shift towards automation and higher skill requirements [3]. Group 2: Cost and Efficiency Improvements - The workforce changes have led to a reduction in labor costs per wafer, decreasing from $120 in 2024 to $100 in 2025, while improving production efficiency with wafer yield increasing from 82% to 88% [3]. Group 3: Production Capacity and Orders - Fab 8 serves as GlobalFoundries' advanced process capacity base, primarily producing AI GPUs and automotive sensor chips with significant order growth; for instance, AI GPU wafer production for NVIDIA is expected to increase by 40% in the first half of 2025 compared to the same period in 2024, and automotive sensor chip production for Tesla is projected to grow by 35% [4].