石破茂的底牌最终曝光：日本财务省官员私下透露，一旦美国悍然加税，日本政府随时准备启动抛售美国国债的程序。 值得注意的是，今年4月日本抛售 200亿美元美国国债后，美国十年期国债收益率便飙升至4.5%的高位。如果日本抛售万亿美元国债，美国房贷利率可能突破8%，企业贷款成本也将成倍增 长。 特朗普的关税大棒挥舞之际，日本政坛强硬派石破茂已率先向其发起了挑战。面对美国威胁对日本加征25%的巨额关税，石破茂毫不退缩，公开宣称："这 是一场事关国家利益的决战，我们绝不会被轻视！" 他底气十足，因为日本手中握有两张足以令特朗普寝食难安的王牌：随时可能抛售的万亿美元美国国 债，以及可瞬间撤回的数百万美国就业岗位。 这场美日贸易冲突的核心战场聚焦在汽车和农业领域。特朗普政府执意要求日本在汽车出口方面做出让步，而日本汽车产业却贡献着全国8%的GDP，并依 赖美国市场消化其28.3%的出口额。日本经济产业省的测算显示，如果美国真的加征25%的关税，日本汽车企业每年将蒙受4.46万亿日元的巨额损失，12万 名工人面临失业。 农业更是日本政治的敏感地带。美国施压要求日本开放大米市场，然而，日本目前对进口大米征收高达778%的关税，这 ...

Core Viewpoint - The controlling shareholder and chairman of Hunan Yujing Machinery Co., Ltd., Yang Yuhong, plans to reduce his shareholding by up to 2.9956% within three months after the announcement date through centralized bidding or block trading [1][2][3] Shareholder Information - Yang Yuhong holds 46,478,991 shares, representing approximately 22.6284% of the company's total share capital, and 22.8061% when excluding shares in the repurchase account [1][2] - The shares to be reduced are obtained through capital reserve conversion [2][3] Reduction Plan Details - The reduction will occur within a period from the announcement date until October 31, 2025, excluding any periods where reductions are prohibited by regulatory authorities [3][12] - The maximum number of shares to be reduced through centralized bidding is limited to 1% of the total shares, while block trading can account for up to 2% [3][12] Compliance with Previous Commitments - Yang Yuhong has adhered to previous commitments regarding shareholding and will continue to comply with relevant regulations during the reduction process [3][12] - There are no inconsistencies with previously disclosed intentions or commitments regarding shareholding [12] Regulatory Compliance - The reduction plan complies with various laws and regulations, including the Company Law and Securities Law of the People's Republic of China, as well as the Shenzhen Stock Exchange's self-regulatory guidelines [12][13] - The company will monitor the implementation of the reduction plan and ensure compliance with legal obligations [13]

Core Viewpoint - The machine tool orders in Japan for the April to June period increased by 3% year-on-year, reaching 392 billion yen, driven by overseas demand, particularly from China's EV sector, despite a decline in domestic orders [1][2]. Group 1: Order Trends - The total order amount for April to June was 392 billion yen, with domestic orders decreasing by 4% and overseas orders increasing by 7% [1]. - The overseas orders were significantly influenced by the demand for EV-related equipment from China, with companies like Tsugami reporting a "good" order situation due to this investment [1][2]. - Although the total orders for this period were lower than the active EV investment period in 2022 (463 billion yen), they showed a recovery trend compared to 2023 and 2024 [1]. Group 2: Domestic Market Insights - Large enterprises are proceeding with planned investments, while small and medium-sized enterprises remain cautious due to uncertainties in the automotive sector's EV development [2]. - The total order amount for June saw a slight decline to 133.1 billion yen, marking the first monthly decrease in nine months, but the Japan Machine Tool Builders' Association (JMTBA) stated that there are no signs of a sustained negative impact on future orders [2]. Group 3: Future Projections - The JMTBA forecasts a 10% year-on-year increase in total orders for 2025, reaching 1.6 trillion yen, considering a recovery in automotive and semiconductor-related equipment investments in the second half of the year [2]. - The potential for increased orders exists if uncertainties from tariff policies are resolved, as indicated by Okuma, while Tsugami expressed concerns about a possible slowdown in China's EV investments [2].

Group 1 - The U.S. has extended the "reciprocal tariffs" delay by 90 days, pushing the implementation date from July 9 to August 1, while announcing tariffs ranging from 25% to 40% on imports from 14 countries [1] - The EU is one of the economies most at risk from U.S. tariffs, with potential tariffs on EU goods possibly soaring to 50% if no agreement is reached by August 1 [3] - Japan's GDP could decline by 0.8% in 2025 and 1.9% in 2029 if subjected to a 25% tariff, with significant impacts on its aircraft parts and construction machinery industries [6][8] Group 2 - Canada has made significant concessions in trade negotiations with the U.S., including the cancellation of a digital services tax to reach a comprehensive trade arrangement [4][5] - Southeast Asian countries, particularly Malaysia and Thailand, expressed frustration over the U.S. tariff letters, feeling that their efforts to negotiate trade agreements were undermined [11][12] - The potential impact of U.S. tariffs on India includes mixed effects, with certain sectors like pharmaceuticals possibly gaining leverage, while broader export categories may face challenges [10]

可以预见，新出台的美关税政策，将给原本就脆弱的日韩经济带来更大压力。 美国为何对盟友"出手"？ 就在美贸易谈判期限来临之际，美国一边延长所谓"对等关税"暂缓期至8月1日，一边宣布向日韩等14个 国家征收关税。 具体来看，美国对韩国关税税率与4月初宣布的一致，日本的税率则提高了1个百分点。美国政府率先对 日韩征税，也被外界视为向日韩施压。 上海社会科学院经济研究所助理研究员王佳向21世纪经济报道记者表示，美国长期以来对日韩存在巨大 的贸易逆差，而且，日韩在某些领域存在贸易壁垒，导致美国产品难以进入其市场，如日本的大米市 场，此外，汽车及零部件产业是美国对日韩贸易逆差的重要板块。美国是想通过高压手段，迫使日韩在 未来的谈判中做出更多让步。 日韩之外，当前欧盟也在与美国就贸易协议谈判接触。法国里昂商学院管理实践教授李徽徽向21世纪经 济报道记者表示，美国对日韩施压，是向欧盟等伙伴展示强硬基调，同时也希望借此测试盟友的承压底 线，逼其出让市场准入与技术管制筹码。 21世纪经济报道记者胡慧茵广州报道在宣布暂缓征收所谓"对等关税"的同时，美国陆续公布对多国设定 的新税率，其中包括其"亲密盟友"日本和韩国。 据新华社报道， ...

Company Overview - Okada Intelligent (Jiangsu) Co., Ltd. has submitted a prospectus for an initial public offering (IPO) on the Shenzhen Stock Exchange, with Huatai United Securities as the sponsor [1] - The company focuses on the research, production, and sales of core functional components for CNC machine tools, including tool magazines, spindles, and rotary tables, primarily used in metal cutting CNC machine tools [2] Market Position - The market size for CNC machine tool functional components in China is projected to be between 21.08 billion and 33.22 billion yuan in 2024, with Okada Intelligent estimated to hold a market share of approximately 2.78% to 4.38%, ranking just behind Haozhi Electromechanical [2] - Okada Intelligent has become the largest tool magazine manufacturer in China since its establishment in 2013, with its disc and chain tool magazines leading the domestic market share among similar products [8] Financial Performance - Revenue for Okada Intelligent during the reporting period was approximately 767 million yuan, 773 million yuan, and 932 million yuan for 2022, 2023, and 2024 respectively, with a significant increase in 2024 driven by industrial policies [6] - Gross profit margins for the same periods were 30.72%, 31.41%, and 32.70%, while net profits were 119 million yuan, 132 million yuan, and 169 million yuan respectively [6] Product Breakdown - The revenue breakdown for 2024 shows that tool magazines account for 80.96%, spindles for 10.79%, and rotary tables for 7.50% of total revenue [3] - The sales of tool magazines have consistently represented over 80% of the company's revenue, indicating a strong reliance on this product line [2][3] Growth Drivers - The company expects significant growth in 2024 due to favorable national policies supporting the CNC machine tool industry and increased market expansion efforts, particularly with clients like Hyundai Wia and Qiaofeng Intelligent [4] - The improvement in the product structure of tool magazines, particularly the higher-priced chain tool magazines, has contributed to increased sales revenue and market share [4] Fundraising and Investment Plans - The IPO aims to raise approximately 985 million yuan, which will be allocated to expanding production lines for tool magazines, spindles, and rotary tables, as well as enhancing R&D and marketing networks [10][11] - Specific projects include the expansion of the CNC machine tool tool magazine production line and the upgrade of enterprise R&D and information systems [11]

证券之星消息，根据天眼查APP数据显示纽威数控（688697）新获得一项实用新型专利授权，专利名 为"一种刹车锁紧机构"，专利申请号为CN202421842341.9，授权日为2025年7月8日。 专利摘要：本实用新型提供一种刹车锁紧机构，包括缸体、活塞、定子固定盘以及刹车片，活塞活动设 置在所述缸体内，所述活塞与所述缸体之间设有弹性件；定子固定盘与所述缸体连接，所述定子固定盘 上设有抵接部以及油路，所述油路出口与所述活塞之间设有油腔；刹车片与芯轴连接，所述刹车片设于 所述活塞与所述抵接部之间；所述活塞具有刹车状态和解锁状态；在刹车状态，所述活塞受所述弹性件 弹性力驱动向所述抵接部方向运动直至与所述抵接部夹紧所述刹车片；在解锁状态，所述油路进油推动 活塞克服所述弹性力松开所述刹车片。弹性件为碟簧，用碟簧反应快、输出力高等优点有效减少五轴摇 篮转台在断电、急停情况下的偏摆角度，降低了锁紧机构的综合成本。 数据来源：天眼查APP 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 今年以来纽威数控新获得专利授权35个，较去年同期增加了105 ...

Core Viewpoint - The 31st China Lanzhou Investment and Trade Fair highlighted the investment potential of Tianshui, emphasizing its historical significance and modern industrial vitality, aiming to attract investments for green and sustainable development [1][3][5]. Group 1: Investment Opportunities - Tianshui is positioned as a key investment destination with a focus on green equity investment, promoting low-carbon transformation and innovation in the economy [1]. - The city has signed 98 projects during the fair, with a total investment of 605.31 billion yuan, covering various sectors including industrial development, modern agriculture, cultural tourism, ecological protection, and commercial logistics [5]. - Tianshui's industrial base is comprehensive, with emerging industries like artificial intelligence and digital economy gaining traction, leading to a significant share of strategic emerging industries in the province [4]. Group 2: Advantages of Tianshui - Tianshui boasts rich historical culture, abundant tourism resources, a solid industrial foundation, and convenient transportation, making it one of the most attractive cities for investment in Gansu Province and the Northwest region [3][5]. - The city is recognized as a significant birthplace of Chinese civilization, with notable cultural sites such as the Fuxi Temple and the Maijishan Grottoes, enhancing its appeal as a tourist destination [4]. - Tianshui's government is committed to providing comprehensive support for project implementation, ensuring efficient communication and service for businesses looking to invest [5].

Core Insights - The article discusses the increasing employment pressure on youth in China and highlights the collaboration between German manufacturing giant Grob and Shandong Rhein-Kost Intelligent Technology Co., Ltd. to address this issue through vocational education and talent training [1][4]. Employment Pressure - The number of college graduates in China is projected to reach 12.22 million by 2025, an increase of 430,000 from 2024, creating significant employment pressure [1]. - The youth employment market is facing a dual challenge: a slowdown in new industries like the internet and a high demand for skilled workers in traditional manufacturing [2]. - There is a shift in hiring standards from educational qualifications to practical skills, particularly in manufacturing, where companies seek candidates with hands-on experience [2][3]. Talent Shortage in Germany - Germany is experiencing a significant shortage of skilled workers, particularly in the mechatronics field, with estimates suggesting a shortfall of 450,000 to 750,000 by 2026, potentially exceeding 1 million by 2030 if no measures are taken [3]. - Approximately 231,000 small and medium-sized enterprises in Germany plan to close by the end of the year, with labor shortages being a primary concern [2]. Rhein-Kost's Role - Rhein-Kost has been selected by Grob to implement a training program for technical talents in China, focusing on mechatronics and automation [4][5]. - The program includes language and technical courses to prepare Chinese students for integration into the German education system [4]. Dual Education Model - Rhein-Kost offers a dual training and employment program for high school graduates and current college students, allowing them to study in Germany while working and earning a salary [5][6]. - The dual education model emphasizes collaboration between vocational schools and companies, providing students with practical training and financial support during their studies [5]. Recognition of Vocational Education - The partnership between Grob and Rhein-Kost signifies recognition of China's vocational education model, which is increasingly seen as a solution to employment challenges [7][8]. - Vocational education is crucial for alleviating employment difficulties and supplying skilled workers to the manufacturing sector, with over 70% of new frontline workers in modern industries coming from vocational schools [8][9]. International Cooperation - Shandong province encourages international collaboration in vocational education, supporting partnerships between local institutions and foreign enterprises [9]. - Rhein-Kost is paving the way for international cooperation in vocational education, providing a model for integrating global standards with local industry needs [9].

6月23-25日，吴忠市工商联举办学习贯彻民营企业座谈会精神暨理想信念教育培训班，吴忠市工商联系统工作人员、所属商协会负责人及民营企业家代表 50余人参加学习。银川市委党校副校长张国清、银川市委讲师团团长王志岚、宁夏大学法学教授朱爱农分别围绕学习贯彻习近平新时代中国特色社会主义 思想和民营企业座谈会精神、民营企业家理想信念教育及经济形势分析、《民营经济促进法》等相关内容作专题辅导。 石嘴山工商联 6月16日—20日，石嘴山市工商联、市委党校、市企业家学院联合县区工商联共同在石嘴山市委党校举办石嘴山市民营企业家管理能力提升暨第二十六期 企业董事长（总经理）培训班，邀请国内知名专家讲授《民营经济促进法》、国家"双碳"政策和"人工智能助力中小微企业降本增效"等课程，现场观摩学 习了宁夏共享集团3D打印、乔峰机械公司数字机床制造等企业，推进中小企业数字化转型，提升企业家管理能力和创新能力，探索碳管理体系建设，积 极培育新业态新模式新动能，走好创新驱动高质量发展之路。 吴忠市工商联 利通区工商联 6月24日，利通区工商联与区人民检察院联合召开违规异地执法和趋利性执法司法专项监督座谈会。此次会议旨在加强双方协作，共同为企 ...