11月29日至30日，省委书记刘宁到驻马店市平舆县、上蔡县、西平县，调研产业发展、农业生产、科技创新等工作，推动落实党的二十届四中全会精神和省 委十一届十次全会部署见行见效。 因天气影响今年我省秋播较晚，田间管理尤为重要。当前冬小麦长势如何，刘宁十分关注。在西平县盆尧镇莲花池村麦田，刘宁实地察看冬小麦种植生长情 况，强调要扛牢粮食安全责任，加强农田墒情监测，针对晚播麦田增施底肥、合理增密，因地制宜为农户提供生产技术指导，强化农业科技和装备支撑，持 续提升粮食综合生产能力。刘宁还来到位于上蔡县的河南上农实业有限公司，了解农副产品加工、冷链仓储物流情况，希望企业立足优势延长产业链条，加 强农产品精深加工，做好"粮头食尾""畜头肉尾""农头工尾"文章，加快农业农村现代化，把农业建成现代化大产业。 在平舆县坝道工程医院，刘宁了解项目规划、团队建设、科研成果等，强调要充分发挥中试平台作用，推动科技成果规模化应用，为基础工程"防漏治病"， 延长使用期限，为保障河湖安澜、基础设施建设等提供科技支撑。 调研中，刘宁听取各县经济社会发展情况汇报，强调要深入学习贯彻习近平总书记在河南考察时重要讲话精神，落实省委十一届十次全会部署 ...

Group 1: PMI and Economic Indicators - The manufacturing PMI for November 2025 is 49.2%, an increase of 0.2 percentage points from the previous month, indicating an improvement in economic conditions[1] - The production index rose to 50% from 49.7%, returning to the expansion zone, while the new orders index increased to 49.2% from 48.8%[2] - The new export orders index improved significantly by 1.7 percentage points to 47.6%, suggesting a recovery in external demand[2] Group 2: Price and Inventory Trends - The purchasing price index for raw materials rose by 1.1 percentage points to 53.6%, while the factory price index increased by 0.7 percentage points to 48.2%[3] - The inventory index for finished products decreased by 0.8 percentage points to 47.3%, indicating a passive destocking trend among enterprises[4] - Raw material inventory remained stable at 47.3%, while procurement volume increased by 0.5 percentage points to 49.5%[4] Group 3: Sector Performance - The construction industry index rose by 0.5 percentage points to 49.6%, driven by year-end project completions[6] - The service industry index fell by 0.7 percentage points to 59.5%, reflecting a seasonal decline in consumer-related services[6] - Significant increases in export orders were noted in textiles, non-metallic minerals, general equipment, pharmaceutical manufacturing, and non-ferrous metals[2]

2019年-2025年1-10月全国纺织服装、服饰业出口货值统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 上市公司：凤竹纺织（600493），江南高纤（600527），航民股份（600987），百隆东方（601339）， 浙文影业（601599），台华新材（603055），健盛集团（603558），新澳股份（603889），迎丰股份 （605055），华生科技（605180），富春染织（605189），夜光明（873527），云中马（603130） 相关报告：智研咨询发布的《2026-2032年中国纺织服装行业市场行情动态及投资潜力研究报告》 根据国家统计局数据可知：2025年10月全国纺织服装、服饰业出口货值为221.2亿元，同比下降13.5%； 2025年1-10月全国纺织服装、服饰业累计出口货值为2314.2亿元，累计同比下降3.7%。 ...

今年前三季度，苏州工业园区经济运行呈现稳健增长态势。为持续优化营商环境，园区公安分局牢 固树立"法治是最好的营商环境"理念，聚焦企业急难愁盼，以"主动警务"理念为引领，靠前服务、快速 处置，为企业生产经营保驾护航。 创新举措+平安体检 全力解决企业所需 走进唯亭金陵东路一家从事吸塑制品研发生产的企业，一台大型塑料粉碎机正忙碌工作，机器周围 包裹着一圈隔音棉，阻隔噪音传播。"噪音的确小了很多，这下我们可以全天候作业了，效率更高了， 非常感谢你们的帮助。"在车间门口，企业安全负责人李经理笑着对社区民警刘文说。 "多亏了你们，再晚几天，年底订单就泡汤了。"东景工业坊某机械厂负责人紧握民警的手连连道 谢。前不久，辖区民警走进东景工业坊该厂"点对点"问需，了解到工厂为赶年底加急订单，通过劳务中 介扩招20名员工，约定完工结薪。但订单交付后，劳务公司以"验收未通过"拖欠工资，多次调解无果， 工人只能找工厂讨说法，严重影响工厂工作进度。了解清楚情况后，民警一边将工人引导至调解室安 抚，避免矛盾升级；一边联系劳务公司与企业核实，确认系劳务公司资金周转导致的欠薪，与厂方无 关。 民警随即启动"快速处置"流程，第一时间联合当地街 ...

行 家用电器 2025 年 11 月 29 日 业 研 究 家用电器 六部委印发增强消费品供需适配文件，多领域有 望实现供给结构升级——25W47 周观点 投资要点： 六部委印发增强消费品供需适配文件，多领域有望实现供给结构升级 行 业 定 期 报 告 六部委印发增强消费品供需适配文件，多领域有望实现供给结构 升级。本周，工业和信息化部、国家发展改革委、商务部、文化和旅 游部、中国人民银行和市场监管总局六部门印发《关于增强消费品供 需适配性进一步促进消费的实施方案》的通知。总体要求到 2027 年， 消费品供给结构明显优化，形成 3 个万亿级消费领域和 10 个千亿级 消费热点。 加快新技术新模式创新：在技术和模式创新方面，文件重点规划 了新的赛道和新的模式，包括新能源汽车，智能家电家居，柔性生产 定制化服务等，同时文件重点强调了人工智能在消费品全行业的重要 作用，鼓励了消费供给在人工智能方面的升级。 扩大特色和新型产品供给：在特色产品方面，文件主要提到了跟 绿色低碳，农村消费，冰雪户外运动，健康食品，传统文化类产品以 及新消费领域的供给升级。 精准匹配不同人群需求：在针对特任人群的需求层面，文件也进 一步细 ...

游觅 李晟铭 封面新闻记者 刘彦君 11月28日，四川广安市前锋区"缘纺柯前荟 链织新未来"轻纺产业投资推介会在浙江省绍兴市柯桥区成功举行。来自全国纺织服装领域的领军企业、知名 商协会代表及产业链上下游企业嘉宾汇聚一堂，共同展望合作前景，谋划产业发展未来。 推介会现场，广安市前锋区人民政府与浙江聚倍科技集团、凤凰庄时尚科技有限公司、好材好非织造布有限公司、柯桥百贝纺织品有限公司、苏州艳彩纺 织科技有限公司、鸿聚新材料科技有限公司6家企业达成意向性合作协议。标志着前锋区在构建纺织服装产业集群、深化跨区域合作的进程中迈出了坚实 一步，开启了"东有柯桥做桥头堡、西有前锋在前冲锋陷阵"的产业协同发展新格局。 "前锋区坚实的产业配套基础、成熟的链主企业引领以及优质的营商环境，是吸引企业落户的关键。"签约企业代表、绍兴柯桥百贝纺织品有限公司负责人 张辉表示，前锋区已形成从"一根丝、一匹布"到"一件衣"的完整产业闭环，涵盖制纤、织布、印染、洗水、成衣及销售等全环节，园区承载空间广阔，环 境容量充裕，投资前锋信心十足。 栽好梧桐树，引得凤来栖。作为国家级广安经开区的重点专业园区，前锋园区是广安市聚焦纺织服装产业着力打造的国家 ...

Group 1: Economic Structure and Trends - The service and manufacturing sectors are not in opposition but rather have a symbiotic relationship, as evidenced by the increase of over 7 percentage points in the service sector's share of global GDP from 1980 to 1996, while manufacturing remained stable[1] - From 2002 to 2019, both sectors exhibited a synchronized trend of rise and fall, indicating their interdependence rather than a zero-sum game[1] - Manufacturing acts as an incubator for service industries, with many productive services like logistics and R&D initially emerging from within manufacturing firms[1] Group 2: Support and Demand Dynamics - The large service sector constitutes the core consumer base for manufacturing products, creating significant demand for items ranging from medical equipment to educational materials[2] - Services play a crucial role in enhancing human capital, which is essential for the quality of manufacturing inputs, thereby supporting innovation and breakthroughs in the manufacturing sector[2] - The current economic transition in China highlights the need for high-quality development in manufacturing to create more opportunities for productive services like R&D and digital services[2] Group 3: Current Economic Indicators - Fixed asset investment has decreased by 1.70% year-on-year, indicating a contraction in investment activities[4] - Retail sales have shown a modest increase of 2.90% year-on-year, reflecting some resilience in consumer spending[4] - Exports have declined by 1.10% year-on-year, suggesting pressure on external demand[4] - The M2 money supply has grown by 8.21%, indicating a continued expansionary monetary policy[4]

Group 1 - The company, Jiaxin Silk (SZ 002404), announced that its 14th meeting of the 9th board of directors was held on November 28, 2025, via telecommunication voting, where the proposal for appointing the board secretary was reviewed [1] - For the first half of 2025, Jiaxin Silk's revenue composition was 99.9% from silk, satin, and clothing-related businesses, with other businesses contributing only 0.1% [1] - As of the report date, Jiaxin Silk's market capitalization was 3.9 billion yuan [1]

Group 1 - Qiujiadian Town in Taian, Shandong Province has over 40 years of history in autumn pants processing, currently producing 80 million pairs annually, making it a well-known knitting processing village [1] - In 2022, Taian City established a textile and apparel industry chain with over 2,000 textile and apparel enterprises, including 145 large-scale enterprises, continuously activating new development momentum through "intelligent transformation and digital upgrading" [3] Group 2 - In Lingwu City, Ningxia, the high-quality leeks from the 10,000 acres of facilities are currently in the best harvesting period, becoming a sought-after market product [5][8] - Yongxing County in Hunan Province has 155,000 acres of ice sugar oranges entering the harvesting season, with over 1,000 acres of ice sugar orange trees spread across the mountains [7][11] - The "company + base + farmer" model is adopted in the ice sugar orange planting base, implementing unified management, technical guidance, and sales, allowing more fruit farmers to share in the benefits of industry development [11] Group 3 - In Tengchong City, Yunnan Province, the ginkgo trees in Jiangdong Village are currently at their best viewing period, with a surge in coffee business driven by the strong sales of Baoshan small-grain coffee [10] - The edible rose variety grown in Tianxin Village, Lingchuan County, Guangxi, is characterized by being thornless, having a long flowering period, and high yield, becoming a "wealth flower" for local farmers [12][14]

Group 1 - The public fund investment strategy shows robust growth in both scale and number, with active equity funds achieving an average return of 29.69% in 2025, outperforming major indices [2][23][27] - The top three sectors for active equity fund holdings are technology, manufacturing, and cyclical industries, indicating a strong focus on growth-oriented sectors [2][28] - The market outlook for 2026 suggests continued structural opportunities in A-shares, with technology growth remaining a key theme, while Hong Kong stocks are seen as undervalued [2][3] Group 2 - The index fund market has reached a historical high in both scale and number, with total assets amounting to 6.14 trillion yuan, reflecting a significant increase of 32.27% from the previous year [2][37][40] - The ETF segment dominates the index fund market, accounting for 76.10% of total assets, with a notable increase in industry-themed ETFs [2][38][40] - The performance of thematic funds, particularly in technology, has been outstanding, with technology-themed funds achieving an average return of 44.06% in 2025 [2][27][28]