百年变局加速演进，世界经济版图深度调整，全球产业格局正经历一场系统性重构。全球产业格局的系统性变革 并非偶然，而是全球力量格局变迁、生产力发展阶段演进与资本主义内在矛盾深化共同作用的结果。 生产力跃迁与协同效率差异推动全球产业结构调整。新技术的出现，让传统产业发展模式难以为继，新兴产业迎 来发展机遇，各国的产业优势得以重新排序，不再是过去"谁先发展、谁就一直领先"的格局。数字技术的普及模 糊了制造与服务的边界，使数据、算法和知识成为核心生产要素，催生"产品即服务"、个性化定制等新业态，产 业发展不再局限于传统的生产制造，而是向研发、服务、运营等全链条延伸，大幅提升了产业的附加值。绿色技 术的进步与产业化，将应对气候变化的全球共识转化为可商业化的技术路径与市场规则，使"绿色"成为新的成本 要素与价值标识。二者共同推动全球产业实现从制造主导向服务化、绿色化转型的结构性变革。同时，美欧推行 联合盟友的产业布局存在规则差异、利益分歧，协同成本高，而我国在本国统一市场、统一规则下布局产业，无 跨境壁垒、产业协同性强，在国际产业同质化竞争中能形成难以替代的体系化优势。这种由市场规模、制度环 境、组织效率带来的协同效率差异 ...

今年是中国第三次，也是时隔12年再次担任亚太经合组织(APEC)东道主。2月上旬，APEC第一次 高官会及相关会议在广州举行。作为APEC"中国年"的首场正式活动，本次会议吸引了来自21个经济体 的1400余名代表参与，围绕"建设亚太共同体，促进共同繁荣"的年度主题及"开放、创新、合作"三大优 先领域展开深入讨论，全面启动了全年合作进程，为11月APEC领导人非正式会议奠定了坚实基础。此 次会议重温亚太合作初心，彰显出中方承前启后、推动区域合作迈上新台阶的深远谋划。 APEC"中国年"恰逢中国"十五五"规划开局之年，两者能够相互成就，为亚太合作注入新动力。展 望未来，亚太合作需继续坚持初心，以开放纾发展之困、以创新聚增长之势、以合作谋共享之福。中方 提出的主题与路径，正是以连接抵御脱钩、以创新打破壁垒、以繁荣消除隔阂的生动实践。当亚太各经 济体携手跨越分歧、深化利益融合，共同繁荣的愿景必将从蓝图渐成现实。(本文来源：经济日报 作 者：连俊) (责任编辑：年巍) "建设亚太共同体"的主题，延续了APEC的宏大愿景，体现了中国对区域合作机制的创新引领。中 国在主题设计中融入了对亚太发展新机遇与新挑战的系统性思考。 ...

由此算来，默茨是农历马年第一位访华的外国政府首脑，可以说是"一马当先"。 而德国领导人上一次来华访问，还要追溯到2024年4月时任总理朔尔茨。两年来，世界局势发生了翻天 覆地变化，中德关系既面临新机遇，也存在新挑战。 以强硬作风著称的德国总理默茨。 承载多重期待的中国行。 此次访华是默茨去年5月就任德国总理后，对中国的首次正式访问，随行代表团阵容豪华，包括大批德 国政商高层，足见默茨对此访寄予厚望，迫切希望推动实现他的对华战略构想。 中国的春节假期刚一结束，德国总理默茨就率领高级经济代表团来华访问了。 破解发展困局的"务实之旅"。 经贸合作一直是中德关系的"压舱石"，也是默茨此访的核心驱动力。 近年来，德国经济增长动能不足，面临传统制造业优势弱化、数字化转型滞后、能源成本高企等问题。 特别是特朗普重返白宫后，疯狂挥舞关税大棒，严重冲击了德国汽车、机械等制造业出口，进一步加剧 了德国的经济困境。 与此同时，中国市场的重要性也愈发凸显。德国联邦统计局公开数据显示，2025年中德贸易总额达2530 亿欧元，同比增长约2.7%，中国取代美国再次成为德国最大贸易伙伴，对德国经济回暖起到至关重要 的支撑作用。 更重要的是 ...

今年是中国第三次，也是时隔12年再次担任亚太经合组织（APEC）东道主。2月上旬，APEC第一次高 官会及相关会议在广州举行。作为APEC"中国年"的首场正式活动，本次会议吸引了来自21个经济体的 1400余名代表参与，围绕"建设亚太共同体，促进共同繁荣"的年度主题及"开放、创新、合作"三大优先 领域展开深入讨论，全面启动了全年合作进程，为11月APEC领导人非正式会议奠定了坚实基础。此次 会议重温亚太合作初心，彰显出中方承前启后、推动区域合作迈上新台阶的深远谋划。 中方对APEC年会主题的深层次考量，还体现在以"中国经验"与"亚太需求"的互补性推动区域合作转型 升级。此次高官会期间，各方围绕"一个目标、两条路径、三个转型、多元合作"的重点工作展开讨论， 旨在将宏观愿景转化为务实成果。例如，在创新转型方面，中国凭借在数字经济、绿色技术等领域的成 熟方案，与亚太新兴经济体对智能化、低碳化的迫切需求形成精准对接。这种互补性不仅源于中国在跨 境电商、清洁能源等产业的技术优势，更基于其通过"中国式现代化"所积累的发展经验。同时，中方注 重以"软联通"赋能"硬联通"，通过标准互认、政策协调、人文交流等机制降低合作成本， ...

南方财经 21世纪经济报道记者吴斌 上海报道 作为最早一批加入共建"一带一路"倡议的国家，斯里兰卡获得了实实在在的发展红利。 斯里兰卡前海军司令、前驻印尼大使贾亚纳斯·科隆伯格（Jayanath Colombage）近日在接受21世纪经济 报道记者专访时表示，斯里兰卡于2014年加入共建"一带一路"倡议，从中受益匪浅。中国在斯里兰卡修 建了港口、机场、高速公路等基础设施，这些都是必不可少的。 当前全球贸易保护主义抬头，但中国依然保持快速发展势头，是全球制造业中心和世界第二大经济体。 同时，中国在人工智能、量子计算、机器人等前沿技术领域也处于领先地位。 滨海旅游助力蓝色经济发展 旅游业是斯里兰卡经济的重要支柱之一，与侨汇、出口等共同构成国家经济的主要来源。贾亚纳斯·科 隆伯格告诉记者，中国是斯里兰卡第二大游客来源国，中国游客的到来对斯里兰卡旅游业起到了实质性 的支撑作用。他们广泛游览斯里兰卡全国各地，购买珍贵的蓝宝石与锡兰红茶，极大促进了地方经济。 斯里兰卡拥有丰富多样的旅游资源，从阳光海滩到山地茶园，从千年古都到宝石矿区，能够满足不同类 型游客的需求。贾亚纳斯·科隆伯格表示，斯里兰卡由衷欢迎中国游客，也将继续 ...

Group 1 - The core viewpoint of the article is that the rapid growth of China's electric vehicle exports enhances its leading position in clean energy technology [1][5] - China is leading the global clean technology industry, with electric vehicle exports being a significant representation of this leadership [1] - By 2025, Chinese electric vehicles are expected to be sold in over 150 countries and regions, with electric vehicles accounting for more than half of new cars manufactured in China [1] Group 2 - The largest market for Chinese electric vehicles is Belgium, followed by the UK and the UAE, with affluent countries increasingly importing these vehicles [2] - In the past year, the most significant growth in orders for Chinese electric vehicles has been observed in Africa, followed by the Middle East, with notable increases in Asia and Oceania as well [2] - The growth in electric vehicle exports allows Chinese manufacturers to significantly expand their sales volume and enhance service and after-sales business, including battery systems and grid management components [5] Group 3 - The increasing sales of electric vehicles in various countries drive the demand for charging infrastructure, necessitating urgent action from policymakers and power companies to ensure local grids are operational [5] - This situation provides opportunities for China's leading grid management and clean energy technology products to play a role in the construction of these energy systems [5] - As more consumers purchase Chinese electric vehicles, there is a growing preference for other clean technology products produced in China, such as residential solar panels and battery storage systems [7]

1. Report Industry Investment Rating - No information about the industry investment rating is provided in the report. 2. Core Views of the Report - The nickel market is dominated by macro - sentiment at the margin, with a game between fundamentals and speculative positions [2][5]. - In February, there are frequent maintenance and production cuts in the stainless - steel industry, and the nickel - iron expectation provides a bottom support [2][6]. - The market sentiment for lithium carbonate has warmed up, and the futures market shows a strong performance [2][12]. - For industrial silicon, attention should be paid to market sentiment changes; for polysilicon, attention should be paid to the situation of the Beijing meeting [2][16]. 3. Summary by Relevant Catalogs Nickel and Stainless - Steel Fundamental Data - The closing price of the Shanghai nickel main contract was 134,830, down 5,180 from T - 1, down 11,280 from T - 5, etc. The closing price of the stainless - steel main contract was 13,585, up 165 from T - 1, down 955 from T - 5, etc [6]. - The trading volume of the Shanghai nickel main contract was 663,364, down 144,776 from T - 1, up 139,968 from T - 5, etc. The trading volume of the stainless - steel main contract was 377,013, down 247,788 from T - 1, down 102,979 from T - 5, etc [6]. Macro and Industry News - The Indonesian government has suspended issuing new smelting licenses through the OSS platform, targeting projects producing "restricted products" [6]. - China's Ministry of Commerce and the General Administration of Customs have decided to implement export license management for some steel products from January 1, 2026 [7]. - The Indonesian government plans to significantly reduce the 2026 nickel ore production target from 379 million tons to 250 million tons [9]. Trend Intensity - The trend intensity of nickel is 0; the trend intensity of stainless - steel is 0 [11]. Lithium Carbonate Fundamental Data - The closing price of the 2605 contract was 148,100, up 15,660 from T - 1, down 31,500 from T - 5, etc. The trading volume of the 2605 contract was 619,542, down 24,772 from T - 1, up 237,229 from T - 5, etc [12]. Macro and Industry News - Shanghai will deepen the construction of an international economic center, carry out technological transformation and upgrading in industries such as petrochemical and steel, and support the development of new energy vehicle and other industries [13][14]. - The "250,000 - ton/year electrolyte solvent project" of Lihua Yiweiyuan Chemical Co., Ltd. has been fully put into production [14]. Trend Intensity - The trend intensity of lithium carbonate is 0 [14]. Industrial Silicon and Polysilicon Fundamental Data - The closing price of the Si2605 contract was 8,815 yuan/ton, up 20 from T - 1, down 45 from T - 5, etc. The closing price of the PS2605 contract was 50,000 yuan/ton, up 2,950 from T - 1, down 1,900 from T - 5 [16]. Macro and Industry News - In December 2025, there were 6,233 newly - added on - record new - energy power generation projects (excluding household - use photovoltaics) in China, including 36 wind - power projects, 6,190 photovoltaic projects, and 7 biomass - power generation projects [15][16]. Trend Intensity - The trend intensity of industrial silicon is 1; the trend intensity of polysilicon is 1 [18].

Group 1 - The report emphasizes the dual-driven model of upgrading traditional industries and nurturing emerging industries, focusing on the transformation of sectors like petrochemicals and steel through digital and green technology [1][2] - Shanghai's traditional manufacturing industry has achieved an 85% coverage rate in intelligent transformation, which is expected to accelerate energy efficiency improvements and structural optimization [2] - Emerging industries such as intelligent connected new energy vehicles and low-altitude economy are prioritized, with Shanghai opening 1,200 kilometers of testing roads for autonomous vehicles, accumulating over 10 million kilometers of testing mileage [2] Group 2 - The report highlights the low-altitude economy as a new focus area, with Shanghai laying out plans in core fields like drones and eVTOL, which will enhance the collaborative effects across the industry chain [2] - The satellite internet and aerospace industries are expected to synergize with Shanghai's technological reserves in integrated circuits and artificial intelligence, creating a "space-ground integration" industrial ecosystem [2] - The ongoing industrial policy in Shanghai is projected to strengthen the foundation of the real economy, with new productive forces becoming the core driver of economic growth, benefiting the Yangtze River Delta and the national industry [2][3]

积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展。 报告表示，今年要深化国际经济中心建设。聚焦建设现代化产业体系，持续巩固壮大实体经济根基，在 石化、钢铁等行业持续开展数智技术、绿色技术改造和产线升级，在集成电路、生物医药、人工智能等 领域加快实施一批重大产业项目，积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫 星互联网等产业发展，培育特色数字产业集群，大力推动服务业扩能提质、集聚发展。 据上观新闻，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作 报告》。 ...

不仅三大造船指标继续全球领跑，2025年，我国骨干船企国际竞争力不断增强，分别有6家企业位居世 界造船完工量、新接订单量和手持订单量前10强。18种主要船型中有16种船型新接订单量位居世界第 一，多型世界级绿色智能船舶交付，高端转型取得重要突破，行业高质量发展取得了明显成绩。 ● 本报记者 王婧涵 2月1日，工业和信息化部发布我国造船业最新数据。2025年，我国造船三大指标国际市场份额连续16年 保持全球领先。 工信部装备工业二司数据显示，2025年我国造船完工量5369万载重吨，同比增长11.4%，占全球市场总 量的56.1%；新接订单量10782万载重吨，占全球市场总量的69%；截至2025年12月末，手持订单量 27442万载重吨，同比增长31.5%，占全球市场总量的66.8%，手持订单量再创历史新高。 此前，工信部相关负责人在行业会议上表示，下一步，工信部将围绕四方面发力，推动船舶与海洋工程 装备制造业发展：一是推动科技创新和产业创新深度融合。面向深海极地、绿色智能等重大需求和前沿 领域，加快关键核心技术攻关，加强中试验证应用，全链条推进船舶海工装备创新发展。二是推进产业 提质升级和新兴产业发展。加快 ...