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关于公布中国工程院2025年院士增选当选外籍院士名单的公告
Huan Qiu Wang Zi Xun· 2025-11-21 01:36
中国工程院2025年外籍院士增选共选举产生24位中国工程院外籍院士。 现予公布。 中国工程院 2025年11月21日 | 序号 | 姓名 | 国籍 | 研究方向 | | --- | --- | --- | --- | | i | 比罗尔 丹德若克 (Birol Dindoruk) | 美国 | 石油与天然气工程 | | 2 | 彼得 大卫·路德 (Peter David Lund) | 芬兰 | 动力工程及工程热物理 | | 3 | 学机是 (Bikash C. Pal) | 英国 | 电气工程 | | प | 帕维尔 达拉拉伊 (Pavel Talalay) | 度罗斯 | 地质与矿产探测 | | 序号 | 姓名 | 国籍 | 研究方向 | | --- | --- | --- | --- | | 1 | 伯恩哈德·沐乐· (Bernhard MULLER) | 德国 | 域乡规划与发展 | | 19 | 中大学 | 如意十 | + + T (0)(1) | | 序号 | 姓名 | 国際 | 研究方向 | | --- | --- | --- | --- | | 1 | 学院 | 英国 | 机械制造与自动化 | ...
美欧贸易协议“执行难”,多位美贸易高官将访欧
Di Yi Cai Jing· 2025-11-17 10:01
Group 1 - The EU is preparing to present an "implementation action plan" to the US to advance the next phase of the framework agreement [1][6] - Despite previous agreements on trade, the US government has expressed new dissatisfaction regarding the high tariff levels imposed by the EU on US exports [2][4] - The EU's exports to the US saw a significant month-on-month increase of 61% in September, reaching €53.09 billion, with a year-on-year rise of 15.4% [2] Group 2 - The framework agreement includes commitments from the US to maintain a maximum tariff rate of 15% on most EU imports, while the EU has proposed to eliminate tariffs on US industrial goods [4] - The European Parliament's International Trade Committee has proposed a key amendment, stating that the EU will only begin implementing its tariff reductions after the US removes its 50% additional tariffs on EU steel and aluminum [4] - The EU is actively pursuing new regulations to strengthen due diligence requirements in global supply chains and to prohibit the sale of products sourced from deforested land, which raises concerns for US businesses regarding compliance costs [5] Group 3 - The EU's action plan will focus on five key areas, including reducing tariff barriers, establishing systematic dialogue on standards and technical barriers, and enhancing cooperation in the steel and aluminum sectors [6][7] - The German metal industry is facing significant pressure from abroad due to the lack of reduction in steel and aluminum tariffs, with expectations of declining exports [7] - The action plan will also address strategic procurement and investment commitments in areas such as liquefied natural gas (LNG) and semiconductors [7]
德国工业竞争力“降至30年来最低点”?
Sou Hu Cai Jing· 2025-11-12 23:00
Group 1 - The German industrial sector's self-assessment of competitiveness has reached a historical low, with 36.6% of surveyed companies reporting a decline compared to non-EU competitors, marking the worst result in 31 years of IFO surveys [1] - This 36.6% figure represents a significant increase from 24.7% in the previous survey conducted in July, indicating a growing concern among German businesses [1] - Within the EU context, the perception of competitiveness has also worsened, with the percentage of companies feeling less competitive compared to other EU member states rising from 12.0% to 21.5% [1] Group 2 - The official data released last Thursday indicates a 0.8% decline in Germany's industrial output for the third quarter, highlighting the impact of structural issues on the economy [2] - The head of IFO, Klaus Wohlrabe, emphasized that without deep reforms, Germany risks falling further behind in international competition [2] - The German Federal Bank has identified fundamental structural problems within the economy, including demographic changes, skilled labor shortages, rising unit labor costs, and increasing bureaucratic procedures, which are exerting pressure on many businesses [2]
Heidelberger Druckmaschinen Aktiengesellschaft (HBGRY) Q2 2026 Earnings Call Prepared Remarks Transcript
Seeking Alpha· 2025-11-12 20:11
Core Viewpoint - The company reported solid financial performance for the first half of the fiscal year 2025-'26, despite facing challenges from U.S. tariffs, economic uncertainty, and adverse foreign exchange effects [2][3]. Financial Performance - Underlying order intake for the first half year amounted to EUR 1.1 billion, reflecting a decline compared to the previous outstanding drupa year, primarily due to global economic conditions and hesitance in the U.S. market [3]. - Net sales improved by 8% year-over-year, despite facing a significant foreign exchange headwind of EUR 23 million, indicating a positive trend in underlying business performance [4]. Strategic Measures - The company's strategic measures are showing effectiveness, as evidenced by the strong demand across packaging systems integration, contributing to the overall net sales growth [4].
镇江市机械工程学会正式成立!第一届第一次会员大会暨理事会顺利召开
Yang Zi Wan Bao Wang· 2025-11-06 10:52
现场 扬子晚报网11月5日讯(通讯员邹刚记者姜天圣)在江苏省机械工程学会和镇江市科学技术协会的领导和 支持下,11月1日,镇江市机械工程学会第一届第一次会员大会暨理事会在镇江市明都大饭店顺利召 开。江苏大学、江苏科技大学及全市十余家机械行业骨干企业代表共50余人参会,共同见证学会成立, 共谋发展。 新当选的会长张忠强、副会长孙楠和理事代表郭永荔分别进行了发言。张忠强会长表示,学会将立足镇 江、面向产业,打造"政产学研用"深度融合的开放型服务平台。 现场 大会最后阶段,镇江市机械领域及高校专家进行了优秀成果案例分享与技术交流。江苏大全长江电器股 份有限公司副总经理戴罡、江苏大学人工智能与智能制造学院院长程广贵、江苏超力电器股份有限公司 副总经理郭永荔、江苏科技大学机械工程学院教授王佳、丹佛斯动力系统(江苏)有限公司工程经理姚群 星五位优秀企业代表和高校产学研专家分别围绕高端装备、智能制造、绿色动力(601330)等主题进行 了成果案例分享与技术交流。 校对陶善工 现场 大会开幕式由江苏大学机械工程学院院长张忠强教授主持。他代表学会筹备组向莅临本次大会的各位领 导、特邀嘉宾以及会员代表表示欢迎!向长期关心支持镇江 ...
德国10月出口预期指数下降
Sou Hu Cai Jing· 2025-10-28 11:24
Core Insights - The October export expectations index for Germany has dropped to 2.8 points, down from 3.4 points in September, indicating a deterioration in the export sentiment within the German export sector [2] Industry Summaries - The metal industry in Germany anticipates a decline in exports due to external pressures [2] - The chemical and paper industries are also facing downward export expectations [2] - The machinery and food sectors have a more favorable outlook compared to the previous month, but their growth momentum remains uncertain [2] - In contrast, the automotive industry maintains a very optimistic view on overseas business, with export expectations rising again [2] - The electrical equipment manufacturing and beverage industries are planning to increase their exports [2]
开思基金陈京伟: 重视港股龙头公司投资机遇
Group 1 - The Hong Kong stock market has experienced greater volatility compared to the A-share market in recent years, with 2020 marking a significant turning point [1] - Prior to 2020, the Hong Kong and US stock markets were positively correlated, but this changed post-2020 due to high valuations of growth and consumer stocks, regulatory challenges for internet companies, continuous foreign capital outflow, and risks associated with leading real estate companies [1] - Recent trends indicate a reversal in these factors, with a surge in IPO financing, leading companies' stock prices in Hong Kong surpassing those in A-shares, and a consistent increase in net purchases of Hong Kong stocks by southbound funds [1] Group 2 - Over the past year, sectors such as technology, dividends, and pharmaceuticals in the Hong Kong market have significantly outperformed the A-share market, with the level of stock holdings in Hong Kong becoming a decisive factor for investment success among public and private equity institutions [2] - Hong Kong internet companies have notably benefited from advancements in artificial intelligence, while high-dividend stocks have thrived in a low-interest-rate environment; the innovative pharmaceutical sector has also seen explosive growth due to increased overseas business and improved domestic healthcare policies [2] - Despite the recent rebound in the Hong Kong market, major indices are still considered relatively undervalued compared to other global markets, indicating potential for further price increases [2] Group 3 - The concentration of industries in China has increased over the past decade, and the next five to ten years may see a widening gap between industry leaders and followers, similar to trends observed in the US market with its "Seven Sisters" [3] - A long-term investment approach focused on selecting understandable and quality companies aligns closely with value investing principles, emphasizing the importance of holding onto investments [3] - The investment philosophy is summarized as "select right, buy right, hold on," with the holding phase being the most challenging and critical [3]
开思基金陈京伟:重视港股龙头公司投资机遇
Group 1 - The Hong Kong stock market has experienced greater volatility compared to the A-share market in recent years, with 2020 marking a significant turning point [1] - Factors contributing to the underperformance of the Hong Kong market include high valuations of growth and consumer stocks, regulatory challenges for internet companies, continuous foreign capital outflow, and risks associated with leading real estate companies [1] - Recent trends indicate a reversal in these factors, with a surge in IPO financing, leading companies' stock prices surpassing those in A-shares, and increasing net purchases of Hong Kong stocks by southbound funds, suggesting a more active market [1] Group 2 - Over the past year, sectors such as technology, dividends, and pharmaceuticals in the Hong Kong market have significantly outperformed the A-share market, with the level of stock holdings becoming a key determinant for investment success among public and private equity institutions [2] - Hong Kong internet companies have benefited from advancements in artificial intelligence, while high-dividend stocks have thrived in a low-interest-rate environment; the innovative pharmaceutical sector has also seen explosive growth due to increased overseas business and improved domestic healthcare policies [2] - Despite the recent rebound in the Hong Kong market, major indices are still considered undervalued compared to other global markets, indicating potential for further price increases [2] Group 3 - The concentration of industries in China has increased over the past decade, and the next five to ten years may see a widening gap between industry leaders and followers, similar to trends observed in the U.S. market with its "Seven Sisters" [3] - A long-term investment approach focused on selecting understandable and quality companies aligns closely with value investing principles, emphasizing the importance of holding onto investments [3] - The investment philosophy is summarized as "select right, buy right, hold on," with the holding phase being the most challenging and critical [3]
重视港股龙头公司投资机遇
Group 1 - The Hong Kong stock market has experienced greater volatility compared to the A-share market in recent years, with 2020 marking a significant turning point [1] - Prior to 2020, the Hong Kong and US stock markets were positively correlated, but this changed post-2020 due to high valuations of growth and consumer stocks, regulatory challenges for internet companies, continuous foreign capital outflow, and risks associated with leading real estate companies [1] - Recent trends indicate a reversal in these factors, with a surge in IPO financing, leading companies' stock prices in Hong Kong surpassing those in A-shares, and a consistent increase in net purchases of Hong Kong stocks by southbound funds [1] Group 2 - Over the past year, sectors such as technology, dividends, and pharmaceuticals in the Hong Kong market have significantly outperformed the A-share market, with the level of stock holdings in Hong Kong becoming a critical factor for investment success [2] - Hong Kong internet companies have notably benefited from advancements in artificial intelligence, while high-dividend stocks have thrived in a low-interest-rate environment [2] - The innovative pharmaceutical sector, which faced substantial declines in previous years, is now experiencing explosive growth, driven by increased overseas business and improved domestic healthcare policies [2] Group 3 - Despite the recent rebound in the Hong Kong market, major indices are still considered to be undervalued compared to other global markets, indicating potential for further price increases [2] - The overall profitability of companies in the Hong Kong market has improved significantly, suggesting a need for re-evaluation of Chinese assets, starting with Hong Kong stocks [2] - Leading companies in the Hong Kong market are viewed as having better liquidity and higher potential returns, with capabilities to operate globally across various industries [2] Group 4 - Over the past decade, many industries in China have seen increased concentration, and the next five to ten years may witness a widening gap between industry leaders and followers [3] - Investment strategies focused on long-term holding and selecting understandable companies align closely with value investing principles [3] - The essence of successful investing is to "choose wisely, buy right, and hold on," with the holding phase being the most challenging and critical [3]
德国ZEW经济信心指数微升但不及预期 现状指数创历史最低
Xin Hua Cai Jing· 2025-10-14 14:14
Group 1 - The ZEW economic sentiment index for Germany recorded 39.3 points in October, an increase of 2.0 points from September's 37.3 points, marking the second consecutive month of improvement, although still below market expectations [1] - The ZEW current situation index fell sharply to -80.0 points, down 3.6 points from September's -76.4 points, reaching the lowest level since the index was established, and significantly below the expected -74.8 points [1] - There is a structural contradiction in the German economy, characterized by "improving expectations and deteriorating current conditions," reflecting short-term challenges against a backdrop of cautious optimism for medium-term recovery [2] Group 2 - Export-oriented industries, particularly machinery and pharmaceuticals, showed significant improvement in sentiment, while the automotive sector continued to experience slight deterioration, as evidenced by BMW's downward revision of its annual performance guidance due to weak demand [2] - Analysts express anticipation for long-term investments in defense and infrastructure, although specific details of the German government's trillion-euro investment plan have yet to be disclosed [2] - The performance of Germany, as the largest economy in Europe, will continue to influence regional and global market expectations amid increasing volatility in the global manufacturing and trade environment [2]