Group 1 - The "Investment Chengdu" Global Investment Conference highlighted significant projects, including the signing of the "Star Calculation Plan" global headquarters and major funding for the aviation industry [1] - Chengdu Investment Group's investment of 1 billion yuan in the aviation engine company aims to enhance local industry capabilities and support the development of high-end aviation equipment [1] - The group has implemented over 60 major industrial projects, attracting a total investment of approximately 400 billion yuan, contributing to the modernization of the local industrial system [1][6] Group 2 - The electronic information industry is a key focus for Chengdu, with efforts to attract major companies in the semiconductor sector to address challenges in chip production [2] - Chengdu Investment Group has successfully established a Micro-LED production line, marking a significant advancement in next-generation display technology [2] - The group is actively involved in national funds to support major projects, with over 10 billion yuan expected to be reinvested in Chengdu [2] Group 3 - The equipment manufacturing sector is crucial for the economy, with Chengdu Investment Group supporting local companies in the aerospace industry and promoting the development of high-end power equipment [3] - A new manufacturing center for turbine and engine core equipment is under construction, expected to produce 100 units annually and generate over 5 billion yuan in annual output [3] Group 4 - Chengdu Investment Group is driving the green transformation of industries, focusing on lithium battery production and clean energy initiatives [5] - The group has attracted leading companies in the battery sector and is investing in hydrogen energy projects to support the development of a world-class lithium battery industry [5] Group 5 - Chengdu Investment Group has invested in various innovative projects in the low-altitude and commercial space sectors, enhancing the city's competitiveness in these emerging industries [5] - The successful launch of the world's first space computing constellation by Guoxing Aerospace signifies Chengdu's advancements in commercial space [4][5] Group 6 - The group is focused on nurturing long-term capital and has plans to establish a third phase of its industrial fund to support major industrial projects [6] - Chengdu Investment Group aims to optimize the local industrial system, promoting collaboration across various sectors and enhancing the overall economic landscape [6]

中新社长沙6月17日电 题：中非共"逐"绿 如何转动共赢之匙？ 作者 邓玉萍 湖南大学经济与贸易学院副教授 绿色发展正成为中非合作双向奔赴、走深走实的鲜明注脚。自《中非合作2035年愿景》首个三年规划实施以来，中非"九项工程"中的绿色发展合作从理念 共识迈向项目深耕，为全球南方国家探索平等互利、聚焦实干的可持续发展新模式提供了重要范式。 中非绿色合作硕果盈枝 自2021年《中非合作2035年愿景》启动以来，中非绿色发展合作已实现从蓝图到实景的跨越式发展，取得了令人瞩目的成果，具体表现为： 一是清洁能源建设合作跃上新台阶。中国企业深度参与非洲能源转型，已在非洲实施了数百个清洁能源发电和电网项目，南非德阿风电站、肯尼亚加里萨 光伏发电站、卢旺达那巴龙格河二号水电站等已成为当地绿色转型标杆。截至2024年底，中非合作建设的光伏电站装机容量累计已超过1.5GW，为非洲缓 解能源短缺、应对气候变化提供了支持。 当地时间2025年3月25日至27日，2025年南非国际太阳能暨储能展在约翰内斯堡举行。多家中国企业携前沿技术、产品参展。 中新社发 吴勤坚 摄 二是生态保护合作成效显著。中国的治理荒漠化经验被推广应用于跨越撒哈 ...

21世纪经济报道记者郑青亭、实习生范书晴 北京报道 "美国加征关税扰乱了全球贸易格局，推高成本、增加不确定性，并影响供应链稳定性，这对澳大利亚 企业而言并非有利局面。"近日，中国澳大利亚商会会长冯栢文(Vaughn Barber)在北京接受21世纪经济 报道记者专访时表示。他说，尽管如此，美国的关税政策也给澳大利亚部分产品带来了机遇。 据央视报道，当地时间5月30日，美国总统特朗普称，将把美国进口钢铁和铝的关税从目前的25%上调 至50%，引发澳大利亚等多方反对。澳大利亚总理阿尔巴尼斯6月1日批评道，"这是美国的经济自残行 为，会增加美国消费者的成本。" 谈及美国加征关税对澳大利亚经济的冲击，冯栢文表示，一方面，澳大利亚对美出口将直接受到冲击， 而另一方面，中国市场因美国产品退出而产生的部分空缺为澳大利亚农业等领域提供了新机遇，特别是 在农业领域。 在此背景下，冯栢文表示，对中澳经贸关系的中长期前景非常乐观，因为两国经济具有高度互补 性。"中国澳大利亚商会最新报告显示，近70%澳企将中国列为未来三年全球投资前三大优先市场。尽 管全球环境复杂多变，澳大利亚企业仍坚定看好中国市场，持续深化在华业务布局。" 6月5 ...

星标 ★ IPO日报 精彩文章第一时间推送 近期，成都市新筑路桥机械股份有限公司（下称"新筑股份"，002480.SZ）公布重大资产出售、发行股份及支付现金购买资产并募集配套资金暨关联交易 预案。 预案显示，新筑股份拟向四川蜀道轨道交通集团有限责任公司（下称"蜀道轨交集团"）出售四川发展磁浮科技有限公司（下称"川发磁浮"）100% 股权、对川发磁浮享有的债权以及其他与轨道交通业务有关的部分资产，拟向四川路桥建设集团股份有限公司（下称"四川路桥"）出售成都市新筑 交通科技有限公司（下称"新筑交科"）100%股权以及其他与桥梁功能部件业务有关的资产和负债。 同时，新筑股份向蜀道投资集团有限责任公司（下称"蜀道集团"）发行股份及支付现金购买其持有的四川蜀道清洁能源集团有限公司（下称"蜀道清 洁能源"）60%股权并募集配套资金。 AI制图 关联交易 按业务分类， 新筑股份的业务主要包括轨道交通业务、光伏发电、桥梁功能部件和其他 。2024年，上述业务分别贡献了13.18亿元、6.47亿元、 4.46亿元、0.73亿元的收入，占公司营业收入的比重分别为53.07%、26.05%、17.94%及2.94%。 近年来，受轨 ...

欢迎扫描下方二维码关注： 什么是鼓励类产业企业? 鼓励类产业企业是指以《西部地区鼓励 类产业目录》中规定的产业项目为主营业 务，且其主营业务收入占企业收入总额60% 以上的企业。 《西部地区鼓励类产业目录 (2025年本) 》 新疆篇 《西部地区鼓励类产业目录（2025年 本）》已经开始施行，按省份分列的鼓励类 政策共564条，其中新疆篇有57条，是西部 地区条目最多的省份，其重点支持方向与新 疆"十大产业集群"战略布局高度契合。 对新能源装备制造、储能技术、清 洁能源开发等领域的支持，与新疆 "十大产业集群"中的新型电力系 统产业集群高度一致。 支持新疆发展高端装备制造、新材 料等战略性新兴产业,这与自治区 的先进制造和新材料等战略性新兴 产业集群战略布局高度协同。 扫描二维码↑↑ 查看《西部地区鼓励类产业目录（2025年本）》 对纺织服装产业的支持，与新 疆的棉花和纺织服装产业集群 0 O 来源：新疆税务 推荐阅读 对煤炭清洁高效利用、现代煤 化工等产业的支持，与新疆的 煤炭清洁高效利用产业集群建 设相呼应。 支持新疆的战略性矿产资源勘 查和综合开发利用,这与自治 区的绿色矿业及加工产业集群 建设高度契合 ...

文/Forbes Insights 随着公司战略的全面升级，碧澄能源迎来新的战略股东淡马锡。现有其他股东还包括普洛斯等国际资本与华美国际、钟鼎资本、芯联资本、蔚来资本、星航 资本等国内头部产业资本。 此次战略投资，正是碧澄能源构建"清洁发电-智慧电网-终端电气化"全产业链闭环的关键布局。碧澄凭借业内独有的轻重结合双轮驱动模式，以及融合AIoT 技术的全域智慧能源管理系统，为工商业客户提供定制化、一站式绿色能源解决方案。截至目前，碧澄累计实现新能源电站投建并网规模超1GW，持续领 跑中国工商业分布式清洁能源产业赛道，其核心团队展现的战略前瞻性与卓越执行力均获得知名投资机构高度认可。 碧澄能源吉利汽车30MW分布式光伏项目 【关于淡马锡】 淡马锡是扎根于新加坡的国际投资公司，截至2024年3月31日的投资组合净值为3,890亿新元(相当于20,800亿人民币)。若按市值计算淡马锡的非上市资产， 投资组合净值将提升310亿新元(相当于1,660亿人民币)，达到4,200亿新元(相当于22,500亿人民币)。"延延世代，欣欣向荣"的使命指引淡马锡开拓创新，造福 世代。淡马锡遵循商业原则运营，致力于实现长期可持续的回报 ...

Core Viewpoint - The home appliance sector is expected to underperform the CSI 300 index in the first half of 2025 due to tariff increases, fluctuations in the trade-in policy, and high base expectations for the second half of the year [1][2]. Group 1: Home Appliance Sector Overview - As of June 13, 2025, the home appliance sector has seen a year-to-date decline of 3.16%, underperforming the CSI 300 index by 1.37 percentage points [2]. - Key stocks showing positive performance include motorcycle and black appliance companies, such as Taotao Industry, Chunfeng Power, Ninebot, TCL Electronics, and others [2]. Group 2: White Appliance Sector - Demand differentiation between peak and off-peak seasons has increased, with a rapid recovery in Q2 2025 [3]. - China's dominance in global white appliance production remains intact, with short-term external shocks unlikely to alter long-term export growth trends [3]. - Adjustments in local subsidy policies aim to address previous imbalances and funding issues, with limited impact on annual sales expected [3]. - Emerging markets are showing stable economic growth, providing continuous incremental market opportunities for white appliance exports [3]. Group 3: Black Appliance Sector - Domestic and international demand remains robust, with significant structural upgrades towards large-size and MiniLED products [4]. - National subsidies are expected to continue driving domestic demand growth, with rapid increases in MiniLED penetration [4]. - Companies like Hisense and TCL are enhancing their overseas production capabilities, leading to expected growth in shipments and increased market share in the high-end segment [4]. Group 4: Cleaning Appliance Sector - The cleaning appliance category, particularly robotic vacuum cleaners, is benefiting significantly from national subsidies, with high growth expected in 2025 [5]. - The overseas market remains in a favorable cycle, with leading companies expanding their market share [5]. - The shift in consumer perception from optional to essential for cleaning appliances indicates substantial long-term growth potential in the domestic market [5]. Group 5: Investment Opportunities - Investment opportunities in 2025 are primarily focused on the stability of the white appliance industry and the profit improvement potential in black appliances and robotic vacuum cleaners [6].

中国清洁家电品牌正通过跨境电商横扫全球，而LARESAR则是短短一年时间崛起的最大黑马。自2024年6月加入平台百亿补贴BigSave以来，LARESAR在一 年内从籍籍无名跃升为速卖通家电品类无可争议的Top1品牌，尤其在波兰市场国民度拉满。 据速卖通数据，近一年LARESAR品牌成交额挺进"千万美金俱乐部"，在波兰单一市场增长超过18倍。 "波兰家庭人手一台我们速卖通上的吸尘器！"速卖通AliExpres海外618今日正式开卖，一家来自深圳的新锐吸尘器品牌LARESAR已经备货50000台迎战这一 全球购物狂欢。 2023年，LARESAR后来一路开挂的明星单品 V7诞生。LARESAR在德国和波兰的调研显示，当地消费者认为他们和国际大牌戴森的性能相似度达95%，但 V7 百元美金的价格仅为戴森主流款的七分之一。 2024年4月，LARESAR V7遇到了新鲜出炉的速卖通百亿补贴品牌出海项目，爆款产品+平台营销精准引流，LARESAR开启了近一年的跃迁之路：2024年8 月大促达成33万美金销售额；双11全周期卖出2万台，直接卖断未来3个月库存，销售额突破300万美金；今年3月大促破500万美金，一举成为 ...

2025年5月22日，由全球化智库（CCG）主办的第十一届中国与全球化论坛在京举行。隆基绿能北美首席战略市场官格蕾斯·孙（Grace Sun）在圆桌研 讨"在多极世界中保持国际监管合作"进行发言，观点如下： 我们认为，供应链透明度和环境绩效的持续提升同样重要。而"本土化"是全球化的有力补充——它既推动了知识和信息的流动，也促进了本地社会对可持 续发展的参与和支持。 因此，在推动能源转型的过程中，我们特别关注几个方面：一是推进标准的国际对话与共建；二是支持公私合作机制，打造可持续、清洁的能源生态；三 是倡导一种建立在信任基础上的包容性合作模式。 气候挑战是全球性的，我们需要共同推动前瞻性的解决方案在不同市场的落地。绿色未来必须建立在信任、透明、协同和本地参与的基础之上。 本文依据嘉宾在由由全球化智库（CCG）与中国人民对外友好协会（CPAFFC）联合主办，当代中国与世界研究院（ACCWS）与中美交流基金会 （CUSEF）协办的"第十一届中国与全球化论坛"上的发言录音整理，未经本人审阅，转载请注明出处 在今天关于国际监管合作的讨论中，我想从能源消耗、绿色技术和可再生能源的角度，分享我们的一些观察和经验。 我们曾对 ...

Core Viewpoint - Stone Technology's decision to raise $500 million through a secondary listing in Hong Kong, despite having a cash reserve of 6.5 billion, reflects the intense competition and financial pressures in the smart cleaning industry, transitioning from a blue ocean to a red ocean market [1][6]. Financial Performance - In 2024, Stone Technology reported revenue of 11.945 billion, a year-on-year increase of 38.03%, but the net profit fell by 3.64% to 1.977 billion [2]. - The first quarter of 2025 saw revenue growth surge to 86.22%, while net profit plummeted by 32.92% [2]. - The gross margin for the main business dropped from 53.93% in 2024 to 50.14%, with net margin decreasing by 7.15 percentage points [2]. - Sales expenses skyrocketed to 2.967 billion in 2024, a 73.23% increase, and further surged by 169.25% to 951 million in Q1 2025, constituting 27.74% of revenue [2]. Market Dynamics - The overseas revenue proportion exceeded domestic for the first time in 2024, reaching 53.48%, but the overseas gross margin fell by 6.74 percentage points [3]. - The North American market, a key growth driver, faced challenges due to U.S. tariffs imposed in February 2025, alongside significant foreign exchange losses exceeding 20 million over two years [3]. Competitive Landscape - The smart cleaning market is experiencing intense competition, with a CR5 concentration of 80% in the domestic robot vacuum market, leading to aggressive pricing strategies [4]. - Stone Technology's strategy included price reductions and promotions, resulting in a 26% price cut for the Q7 Max Plus in Europe, which caused gross margins to dip below 50% [4]. - The company achieved a shipment volume of 3.2965 million units, capturing 16.4% of the global market share, but this has eroded long-term profitability [4]. Technological Advancements - Stone Technology launched the G30 Space exploration version in January 2025, featuring a pioneering 5-axis folding bionic mechanical arm, enhancing its high-end product line [4]. - R&D expenses rose by 36.9% to 266 million in Q1 2025, indicating a significant investment in innovation amidst ongoing profit pressures [4]. Strategic Initiatives - To mitigate trade risks, Stone Technology initiated a production project in Vietnam, expected to cover over half of its U.S. market demand [5]. - The company is expanding its product categories, with a notable increase in online retail share for floor washing machines, rising by 7.4 percentage points to 11.8% in early 2025 [5]. Capital Market Movements - The decision to pursue a secondary listing in Hong Kong is seen as a strategic move to align with the company's international revenue structure and to secure funding amidst declining investor confidence [6]. - The founder's cash-out of 888 million over two years and a significant reduction in institutional investor holdings from 68% to 55% reflect a loss of market confidence [3][6].