一面是可观的市场前景，尼龙6与轮胎骨架材料帘子布的全球市场规模预计还将持续增长；另一面是日 趋激烈的竞争生态，尼龙6切片环节新增产能不断、销售价格持续走低——对登陆上交所主板即将满半 年的海阳科技来说，如何在"红海"之中找"蓝海"，是当下关注的焦点。 "对'差异化、高水平、大规模'战略的坚持帮助我们取得过去的成绩，也蕴藏着公司未来转型突破的势 能。"海阳科技董事长陆信才近日接受中国证券报记者专访时表示，"十五五"时期，公司将继续坚持这 一战略，持续走好智能化、绿色化发展道路，向科创型新材料企业加速转型。 ● 本报记者 孟培嘉 搭建完整产业链条 "全国目前还在大规模生产尼龙6帘子布的企业中，我们是历史非常悠久的一家。"陆信才介绍，海阳科 技发轫于20世纪70年代泰州地区一家合成纤维厂，此后经过并入国企集团、市场化改制等一系列历程， 目前是国内从事尼龙6系列产品研发、生产和销售的主要企业之一。 从尼龙6到轮胎骨架材料，海阳科技构建起了从切片到产业用纤维，再到帘子布的完整产业链。 尼龙6切片具有高流动性、易脱模、高可纺性、染色均匀等优点，主要应用于纤维、工程塑料及薄膜行 业等，具体场景包括工业和民用纤维、汽车零部件 ...

在《中国制造2025》国家战略即将收官，制造业迈向高端化、绿色化转型升级的关键时期，工业和信息 化部（以下简称"工信部"）评选的制造业单项冠军企业正成为引领高端制造业发展的先锋。 日前，工信部公示第九批制造业单项冠军企业名单，徐工集团工程机械股份有限公司（以下简称"徐 工"）凭借"全系列新能源装载机"脱颖而出，成为本轮唯一在新能源工程机械领域获此国家级认证的企 业。 据介绍，徐工在新能源装载机领域已实现多元化技术布局，涵盖纯电动、油电混动、氢燃料电池及甲醇 发动机等多种路线，产品覆盖0.5至35吨，并依托包括"三电机"在内的前沿技术攻关，实现了新能源产 品的核心零部件自主可控。 《中国经营报》记者在采访中了解到，截至目前，徐工已累计获得全国制造业单项冠军产品/企业8项， 位居行业首位。徐工相关负责人表示，徐工参与了全部13项电动工程机械国家标准的制定工作，在填补 国家标准体系空白的同时，为中国制造装上了"绿色引擎"。 深耕绿色赛道，再获国家级认证 根据工信部统一部署，江苏省工业和信息化厅日前公布了《关于第九批制造业单项冠军企业和复核通过 第三批、第六批制造业单项冠军企业名单的公示》。经徐州市推荐、江苏省工信厅 ...

中国经济网北京11月20日讯(记者王婉莹)今日，中国国际展览中心集团有限公司(简称中展集团)成 立40周年活动在中国国际展览中心(顺义馆)举行。本次活动以"展四秩风华，绘时代新章"为主题，汇聚 400余位嘉宾，深入探讨会展业高质量发展的未来路径。 专题研讨环节成为思想碰撞的高潮，两场高质量对话分别围绕"会展业如何推动全球产业链合 作"与"中国会展行业协同发展新趋势"展开。业界专家与企业代表齐聚一堂，深入探讨会展业在畅通全 球供应链、推进数字化转型与绿色化发展中的新机遇与新使命，为行业发展凝聚共识。 四十年砥砺前行，中展集团的发展始终与中国会展业的进步同频共振。从服务国家发展大局到促进 国际贸易往来，从引进全球前沿科技到助推民族品牌走向世界。中展集团表示，站在新的历史起点上， 将持续深化国际合作，推动数字化转型与绿色化发展，共同绘制会展业高质量发展的新篇章。 现场嘉宾纷纷表达合作期许与行业信心。中国中化总经理焦健表示，中展集团从改革开放浪潮中崛 起为行业领军企业，其打造的链博会已成为中外产业链深度融合的标志性平台，中国中化将持续深化与 中展集团的合作，共筑开放稳定的全球产业链体系。中国美国商会会长何迈可赞赏中展 ...

Core Viewpoint - The global market for Nylon 6 and tire cord materials is expected to continue growing, but the competition is intensifying, leading to lower sales prices and increased production capacity. The focus for Haiyang Technology is to find opportunities in this competitive landscape while adhering to a strategy of differentiation, high standards, and large-scale production [1][4]. Group 1: Company Background - Haiyang Technology has a long history in the Nylon 6帘子布 production sector, originating from a synthetic fiber factory established in the 1970s. The company has undergone various transformations, including integration into state-owned enterprises and market-oriented reforms, becoming one of the main players in the domestic Nylon 6 product market [2]. - The company has built a complete industrial chain from Nylon 6 chips to industrial fibers and帘子布, which allows for resource sharing and flexibility in meeting diverse customer needs [3]. Group 2: Strategic Focus - Haiyang Technology is committed to a strategy of differentiation, high-level production, and large-scale manufacturing to enhance profitability. The company has developed high-margin products, such as specialized fishing net materials, and has received multiple provincial-level new product certifications [4][5]. - The company has established a research institute to support the development of differentiated products, collaborating with renowned academic institutions to ensure the economic potential of projects [4][6]. Group 3: Production and Innovation - Haiyang Technology has implemented smart and green production practices to address industry challenges such as high labor intensity and energy consumption. The company has successfully transformed its production lines into smart manufacturing systems, reducing resource consumption and emissions [5][6]. - The company emphasizes the importance of scale in production to ensure profitability, focusing on differentiated products for expansion while being cautious about conventional product scaling due to raw material integration challenges [6][7]. Group 4: Management Philosophy - The management philosophy of Haiyang Technology has evolved from pursuing scale to focusing on value, aiming to enhance technology and profitability. The company has made strategic decisions to halt expansion during market highs to ensure long-term sustainability [7][8]. - The company fosters a culture of innovation, emphasizing continuous improvement and collaboration with external research forces while maintaining a robust internal R&D framework [8].

Core Viewpoint - The industrial production in China remained stable in October 2025, supported by proactive macroeconomic policies and a focus on high-end, intelligent, and green development. Group 1: Industrial Production Overview - In October, the industrial added value of enterprises above designated size grew by 4.9%, continuing to show robust growth and contributing significantly to economic stability and development [1] - Among 41 major industries, 29 reported growth in added value, accounting for 70.7% [1] - Of the 623 major products, 50.2% saw an increase in production [1] - From January to October, the industrial added value increased by 6.1% year-on-year, maintaining overall stability compared to the first nine months [1] Group 2: Equipment Manufacturing Sector - The added value of the equipment manufacturing industry increased by 8% in October, contributing 2.9 percentage points to the overall industrial growth [2] - The automotive manufacturing sector and the manufacturing of railway, shipbuilding, aerospace, and other transportation equipment saw increases of 16.8% and 15.2%, respectively [2] - Production of civil steel ships and generator sets rose by 21.4% and 16.9% [2] Group 3: Digital and Intelligent Transformation - The integration of digital and physical industries is advancing, with high-tech manufacturing and digital product manufacturing increasing by 7.2% and 6.7%, respectively [2] - The production of smart vehicle-mounted equipment surged by 28.4%, while industrial robots and integrated circuits saw production increases of 17.9% and 17.7% [2] Group 4: Green Development - The production of new energy products continued to grow, with lithium-ion batteries for vehicles and new energy vehicles increasing by 30.4% and 19.3%, respectively [2] - The production of wind turbines and bio-based chemical fibers rose by 23.6% and 16.6%, indicating a strong trend towards green transformation [2] Group 5: Corporate Profitability - The profits of industrial enterprises above designated size increased by 3.2% year-on-year from January to September, with a growth acceleration of 2.3 percentage points compared to the previous period [3] - Profits in the equipment manufacturing and high-tech manufacturing sectors grew by 9.4% and 8.7%, respectively, playing a crucial role in the recovery of industrial profits [3]

Group 1 - The overall industrial production remains stable, with a 4.9% increase in the value added of industrial enterprises above designated size in October, contributing to economic stability and growth [1] - Among 41 major industries, 29 reported growth in value added, accounting for 70.7%, while 50.2% of 623 major products saw an increase in output [1] - From January to October, the cumulative value added of industrial enterprises above designated size grew by 6.1%, maintaining overall stability compared to the previous months [1] Group 2 - The equipment manufacturing sector shows strong support, with a year-on-year increase of 8% in October, contributing 2.9 percentage points to the overall industrial growth [2] - The automotive manufacturing industry and other transportation equipment manufacturing sectors reported significant growth, with increases of 16.8% and 15.2% respectively [2] - The production of civil steel ships and generator sets grew by 21.4% and 16.9% respectively [2] Group 3 - The digital and intelligent transformation is progressing steadily, with high-tech manufacturing and digital product manufacturing increasing by 7.2% and 6.7% respectively in October [2] - The manufacturing of smart vehicle-mounted devices surged by 28.4%, while industrial robots and integrated circuits saw production increases of 17.9% and 17.7% respectively [2] Group 4 - The green development trend is strong, with lithium-ion batteries for vehicles and new energy vehicles increasing in production by 30.4% and 19.3% respectively in October [2] - The production of wind turbine generators and bio-based chemical fibers also saw significant growth, with increases of 23.6% and 16.6% respectively [2] Group 5 - Corporate profits are improving, with a 3.2% year-on-year increase in profits for industrial enterprises above designated size from January to September, accelerating by 2.3 percentage points compared to the previous month [3] - The profits of equipment manufacturing and high-tech manufacturing sectors grew by 9.4% and 8.7% respectively, playing a crucial role in the recovery of industrial profits [3] - Overall, industrial production is maintaining steady growth, with ongoing transformation and upgrading efforts, despite challenges from external environments and insufficient market demand [3]

Core Insights - The next phase of the China-Singapore Connectivity Project will focus on two main areas: digital economy and green development, aiming to establish a new international cooperation model by 2030 [1][2] Group 1: Project Overview - The China-Singapore Connectivity Project is the third intergovernmental cooperation project between China and Singapore, marking its 10th anniversary this year [1] - Over the past decade, the project has signed 347 government and commercial cooperation agreements, amounting to $26 billion, with a total cross-border financing of $21.7 billion [1] Group 2: Achievements and Innovations - The project has resulted in 33 innovative and recognizable institutional open results, successfully creating a "point-to-point" connection between China (Chongqing) and Singapore [1] - It has facilitated a new cooperation pattern between China's western regions and ASEAN countries [1] Group 3: Future Directions - In the digital economy sector, the project aims to address challenges such as "cross-border data flow difficulties" and enhance "digital service experience" for citizens [2] - Specific initiatives include expanding data sharing between Chongqing port and Singapore port, streamlining customs processes, and piloting cross-border digital RMB settlements to reduce transaction costs for SMEs [2]

Core Viewpoint - The Chinese steel industry is focusing on high-quality development during the "14th Five-Year Plan" period, emphasizing innovation, coordination, green development, and openness while overcoming challenges and seizing opportunities [1]. Group 1: Industry Development - The industry's foundational capabilities have been further enhanced, with a shift from capacity reduction to dual control of capacity and output, promoting structural optimization and improving development quality [1]. - The product structure of steel has been optimized, with the proportion of steel used in manufacturing increasing from 42% in 2020 to 50% by 2024, while the proportion used in construction is expected to decrease from 58% in 2020 to 50% by 2024 [2]. - The steel industry has significantly increased its R&D investment, with R&D expenses rising from 111.8 billion yuan in 2020 to 156.5 billion yuan in 2024, a 40% increase [2]. Group 2: Technological and Environmental Advancements - The steel industry has enhanced its green and low-carbon development capabilities, investing over 310 billion yuan in ultra-low emission transformation projects, with 215 steel enterprises completing or partially completing the transformation [3]. - The establishment of the world's largest clean steel production system has led to a significant reduction in pollutant emissions, with concentrations of particulate matter, sulfur dioxide, and nitrogen oxides decreasing by over 50% compared to the end of the "13th Five-Year Plan" [3].

Core Insights - The company reported a slight decline in revenue but significant growth in net profit for the first three quarters of 2025, indicating strong operational performance despite market challenges [1] - The company is investing in new projects to enhance its product offerings and align with green development goals, reflecting a strategic focus on sustainability [2] Financial Performance - The company achieved operating revenue of 16.633 billion yuan, a year-on-year decrease of 0.60% [1] - The net profit attributable to shareholders reached 1.187 billion yuan, marking a year-on-year increase of 63.25% [1] - The net profit after deducting non-recurring items was 1.114 billion yuan, showing a year-on-year growth of 61.80% [1] Investment Projects - The company’s wholly-owned subsidiary, Fujin New Materials, plans to invest 356 million yuan in a project to produce 25,000 tons of high-performance aluminum-plastic film aluminum foil annually [1] - The project is expected to generate an average annual revenue of 662 million yuan and an average net profit of 37.5 million yuan, with a financial internal rate of return of 13.1% and a payback period of 8.8 years [1] - Additionally, Fujin New Energy is set to invest a total of 407 million yuan in two integrated wind power projects, aimed at optimizing energy consumption and reducing carbon emissions [2]

Core Viewpoint - Zhongfu Industrial (600595.SH) is advancing its "green" development strategy by investing in integrated wind power projects to optimize its energy consumption structure [1] Investment Projects - The company plans to invest in two wind power projects: the Zhongfu High-Precision Aluminum Material Source Network Load Storage Integration Project and the Zhongfu Aluminum Industry Source Network Load Storage Integration Project [1] - The investment amounts for these projects are 191.9944 million yuan and 215.4733 million yuan, respectively, totaling 407.4677 million yuan [1] - Both projects have received approval from the relevant authorities in Gongyi City [1]