紧扣"双碳"目标，推动交通运输向绿色高效转型。在全省率先出台交通运输绿色转型发展三年行动方 案，实施绿色转型"六大工程"，建成全国首个高速公路"零碳场站"，完成全省交通运输领域首笔碳普惠 交易，阳谷县充换电设施补短板项目入选国家级试点，多项创新实践走在全省前列。同时，加快信发、 冠州等铁路专用线建设，进一步织密货运铁路网络；通过市县联动、部门协同，破解新能源货车推广、 充电桩建设难题，推动交通运输从"规模增长"向"质量提升"转变。 "十四五"时期，是聊城发展进程中极不平凡、极不寻常的五年。五年来，聊城市坚定扛牢"走在前、挑 大梁"的使命担当，深入践行"6293"工作思路，坚持发展为要、项目为王、生态为先、民生为本、稳定 为基，推动"十四五"规划主要目标任务顺利完成，高质量发展迈出坚实步伐。当下，"十四五"即将圆满 收官。12月10日，聊城市政府新闻办公室举行新闻发布会，介绍了全市高质量完成"十四五"规划的有关 情况。 市交通运输局党组书记、局长闫友亮介绍，这五年，市交通运输局坚定落实市委、市政府部署要求，锚 定建设交通强国山东示范区聊城样板目标，全力推进综合立体交通体系建设，各项工作取得突破性进 展。 立体交 ...

东兴证券近日发布交通运输行业2026年投资策略：回顾本年交运行业的走势，截至2025年12月8日，交 运板块涨幅在申万一级行业中排名靠后，走势明显弱于大盘。细分到子板块，公路、铁路、港口等重资 产+弱周期板块年初至今走势相对较弱，而航运航空等周期类板块走势相对较强。我们认为下半年反内 卷的政策执行对交运强周期板块的股价产生了较为积极的影响。 以下为研究报告摘要： 投资摘要： 行业回顾：反内卷带动强周期板块基本面回暖 回顾本年交运行业的走势，截至2025年12月8日，交运板块涨幅在申万一级行业中排名靠后，走势明显 弱于大盘。细分到子板块，公路、铁路、港口等重资产+弱周期板块年初至今走势相对较弱，而航运航 空等周期类板块走势相对较强。我们认为下半年反内卷的政策执行对交运强周期板块的股价产生了较为 积极的影响。 2026年展望：重视反内卷受益板块及高确定性个股 我们认为与今年下半年类似的，26年行业需要重点关注的依旧是反内卷和高确定性两条主线。今年国家 层面对反内卷的重视程度明显提升，反内卷对于行业的影响大概率会长期化，并对26年相关行业的股价 走势造成重要影响。因此我们建议持续关注受益于反内卷的相关板块，包括航空 ...

中国经济网北京12月10日讯 朗进科技(300594.SZ)日前发布的2025年三季度报告显示，今年前三季 度，公司实现营业收入5.36亿元，同比减少8.12%；归属于上市公司股东的净利润-1350.20万元；归属于 上市公司股东的扣除非经常性损益的净利润-1480.26万元；经营活动产生的现金流量净额2290.29万元， 同比增长113.57%。 | | 本报告期 | 本报告期比 上年同期增减 | 年初至报告期末 | 年初至报告期末比 上年同期增减 | | --- | --- | --- | --- | --- | | 营业收入(元) | 195, 680, 114. 90 | -2. 88% | 535, 882, 864. 12 | -8. 12% | | 归属于上市公司股东 | -14, 978, 429. 92 | 30. 23% | -13,501,995.53 | 68. 81% | | 的净利润(元) | | | | | | 归属于上市公司股东 的扣除非经常性损益 | -15, 103, 080. 34 | 30. 41% | -14,802,622.02 | 66.05% | | 的净利润( ...

Emerging Fields - The release of five national standards related to cybersecurity aims to strengthen national cybersecurity defenses and promote healthy development of the digital economy [1] - Seven national standards in information technology will ensure interoperability and security of information systems through unified technical application specifications [1] - Three national standards for artificial intelligence social experiments support the healthy and orderly development of intelligent societies [1] - Seven national standards for nanotechnology will assist in unifying relevant technical characterization and testing specifications [1] Transportation and Environmental Protection - A total of 44 national standards covering automotive steering systems, vehicle brake fluids, railway construction machinery, rail transit vehicles, shore power for ships, containers, and aerospace components will aid in building a strong transportation nation [1] - Ten energy-saving and environmental protection standards related to industrial boiler economic operation, meat processing, food processing, alcoholic beverages, and lead-zinc will contribute to pollution prevention efforts [1] Safety Production - National standards for assessing combustible dust explosion risks and guidelines for gas protection station construction in chemical parks will enhance safety management in hazardous chemical production [2] - Five emergency management national standards, including guidelines for emergency drills and scenario construction methods, will improve emergency response capabilities [2] - Eleven mandatory national standards for fire trucks will ensure technological advancement in fire truck products and enhance the operational capabilities of firefighting teams [2] Public Services - Three national standards for educational service management and seven guidelines for standardized education course construction in logistics, elderly care, automation, and the Internet of Things will lay the foundation for cultivating versatile talents and promoting education integration [2] - Guidelines for the usability of home health care products and services will support the development of an age-friendly society [2] - Four national standards related to digital asset management, including digital maturity and cultural digital asset valuation, will enhance the digitalization level of asset management and improve transparency and security in digital asset transactions [2] Daily Life - National standards for smart textiles will guide the standardized development of smart textile products [3] - The introduction of national standards for biodegradable plastic shopping bags will promote resource recycling [3] - Two national standards for testing methods related to formaldehyde content in leather and short-chain chlorinated paraffins will improve detection of harmful substance limits [3] - Eight national standards for surgical implants and sterilization of medical products will enhance the quality and safety of medical devices [3] - Additional national standards were released for rice, navel oranges, rural toilets, and oil drilling equipment [3]

Core Viewpoint - Guangzhou's Planning and Natural Resources Bureau, in collaboration with the Development and Reform Commission, has revised the "Guangzhou Industrial Land Guide" to optimize industrial land use and investment direction, aligning with the "12218" modern industrial system [1] Group 1: Industrial Land Guide - The guide emphasizes principles such as efficient land use, prioritizing advanced industries, and integrating flexible regulations with a focus on operational feasibility [1] - It includes a comprehensive directory of industrial guidance, layout instructions, and various land use guidelines, serving as a technical reference for social investment and industrial upgrades [1] Group 2: Encouraged and Restricted Land Use - The industrial guidance directory is designed to meet Guangzhou's industrial development needs and includes lists of encouraged and restricted land use projects [1] - Specific guidelines are provided for encouraged land use projects based on the industrial chain, site requirements, minimum land area for production lines, factory recommendations, and suggested layout areas [1] Group 3: Land Use Guidelines for Various Sectors - The industrial land guide covers 31 major categories and 179 subcategories for independent manufacturing land use [2] - The service sector land guide addresses 10 categories including technology services, professional services, modern commerce, logistics, and exhibitions [2] - Guidelines for profit-oriented social enterprises include 5 categories such as postal services, sports venues, education, healthcare, and social welfare [2] - Infrastructure land use guidelines encompass 14 categories including transportation, railways, ports, and airports [2]

人民财讯12月10日电，中共青海省委关于制定国民经济和社会发展第十五个五年规划的建议发布。其中 提出，构建高原现代化基础设施体系。加强基础设施统筹规划，优化布局结构，促进集成融合，提升安 全韧性和运营可持续性。适度超前布局新型基础设施，推进5G-A、万兆网络建设，有序部署第六代移 动通信网络，加快传统基础设施数字化、网络化、智能化改造。推进现代铁路网建设，建成西宁至成都 铁路、青藏铁路格拉段电气化改造工程，深化格成铁路等前期研究，强化骨干交通设施与"一带一路"、 西部陆海新通道的联通。织密外联内畅公路网，全面畅通"通甘达川、出疆入藏"通道，实施普通国省道 提升补短板工程，开展新一轮农村公路提升行动，推进旅游公路建设。推动高高原机场群建设，有序布 局通用机场和低空基础设施。完善以国家级综合交通枢纽为核心、区域交通节点为补充的多层级枢纽体 系。加快构建现代化高原水网，有序实施柴达木盆地水资源配置一期等工程，研究推动引黄济宁、引通 济柴工程，优化重点区域水资源配置格局，完善现代化流域防洪减灾体系，加强水库、灌区、城乡供水 等工程建设。稳步推进"平急两用"公共基础设施建设。 ...

Group 1 - The core viewpoint emphasizes the importance of major projects in stabilizing the macroeconomic environment and achieving the goals set for the "14th Five-Year Plan" [1] - Guangdong has established nearly 2,100 technology enterprise incubators and innovation spaces to promote the transformation of scientific and technological achievements [1] - The successful grid connection of the world's largest "Hualong One" nuclear power base in Fujian is expected to generate 20 billion kilowatt-hours annually, showcasing significant progress in major engineering projects [1] Group 2 - The new development philosophy is crucial for addressing development challenges and enhancing competitive advantages, with a focus on innovation, coordination, green development, openness, and sharing [2] - Anhui is leading industrial innovation through technological advancements in cutting-edge fields such as quantum information and artificial intelligence, contributing to the formation of future industries [2] - The promotion of ecological corridors in Hubei through the transformation of chemical enterprises reflects a commitment to green development [2] Group 3 - The achievements during the "14th Five-Year Plan" period lay a solid foundation for the upcoming "15th Five-Year Plan," with various regions proactively planning for future development [3] - Jiangxi's finance department is collecting suggestions for 2026's livelihood projects, indicating a focus on targeted measures to enhance public welfare [3] - Zhejiang is innovating in the integration of basic public services, demonstrating a commitment to improving the quality of life for its citizens [3]

Core Viewpoint - Morgan Stanley has upgraded the outlook for the freight transportation industry in 2026 to "attractive," citing the best risk-reward profile since 2020, despite unclear industry prospects [1] Trucking Industry - In a bearish scenario, the trucking industry in 2026 is expected to be similar to 2025, but in a bullish scenario, stock prices could see over a 50% upside [1] - 2026 is anticipated to be a decisive year for autonomous trucks, as companies will seek to expand pilot fleets in preparation for commercial launches in 2027 [1] Rail Industry - The focus for the rail industry in 2026 will be on the merger developments between Union Pacific (UNP.US) and Norfolk Southern (NSC.US), among others [1] - If the fundamentals do not keep pace with the trucking industry during the upcycle, merger enthusiasm may decline; low single-digit percentage growth in volume and rates is expected [1] - Preference continues for Canadian rail companies over U.S. rail companies [1] Logistics/Third-Party Logistics Industry - 2026 may be a transformative year for brokers, as some stocks begin to reflect the "AI concept halo" [1] - The effectiveness and sustainability of technology enhancements will be evaluated, along with how AI-enabled brokers respond to the upcycle and maintain market share against asset-based carriers [1] Package Delivery Industry - 2026 is expected to be a critical year for package delivery companies as major cost/restructuring plans reach completion, providing clearer insights into normalized EPS levels [1] - Structural changes in the e-commerce market may continue, with rural delivery and returns becoming new competitive fronts [1] Stock Recommendations - Morgan Stanley has upgraded the ratings for Canadian Pacific Kansas City (CP.US) and Old Dominion Freight Line (ODFL.US) from "market perform" to "overweight" [1] - Knight-Swift Transportation (KNX.US) remains the top-ranked stock in the freight transportation industry for 2026, followed by GXO Logistics (GXO.US) and Ryder (R.US) [1] - Canadian National Railway (CNI.US) and Canadian Pacific Kansas City have entered the top five rankings [1]

Group 1: Emerging Fields - The release of 5 national standards related to cybersecurity technology aims to strengthen national cybersecurity defenses and promote healthy development of the digital economy [1] - 7 national standards in information technology will ensure interoperability and security of information systems through unified technical application specifications [1] - 3 national standards for artificial intelligence social experiments support the healthy and orderly development of intelligent society [1] - 7 national standards for nanotechnology will assist in unifying relevant technical characterization and testing specifications [1] Group 2: Transportation and Environmental Protection - 44 national standards covering automotive steering systems, vehicle brake fluids, railway construction machinery, rail transit vehicles, shore power for ships, containers, and aerospace components contribute to the construction of a strong transportation nation [2] - 10 energy-saving and environmental protection standards in industrial boilers, meat processing, food processing, alcoholic beverages, and lead-zinc industries support the fight against pollution [2] Group 3: Safety Production - National standards for assessing combustible dust explosion risks and guidelines for gas protection station construction in chemical parks aim to enhance safety levels in chemical production [2] - 5 emergency management national standards, including guidelines for emergency drills and scenario construction methods, are designed to improve emergency response capabilities [2] - 11 mandatory national standards for fire trucks ensure technological advancement in fire truck products and enhance the operational capabilities of fire rescue teams [2] Group 4: Public Services - 3 national standards for educational organization management certification requirements and 7 guidelines for standardized education course construction in logistics, elderly care, automation, and IoT lay the foundation for cultivating versatile talents and promoting education integration [2] - Guidelines for the usability of home health care products and services support the construction of an age-friendly society [2] - 4 national standards related to asset management digital maturity and cultural digital asset valuation aim to improve the digital level of asset management and enhance transparency and security in digital asset transactions [2] Group 5: Daily Life - National standards for smart textiles guide the standardized development of smart textile products [3] - The introduction of national standards for biodegradable plastic shopping bags promotes resource recycling [3] - National standards for testing methods related to formaldehyde content in leather and fur, as well as short-chain chlorinated paraffins, enhance detection capabilities for harmful substances [3] - 8 national standards for surgical implants and sterilization of medical products aim to improve the quality and safety of medical devices [3] - Additional national standards were released for rice, navel oranges, rural toilets, and oil drilling equipment [3]

Group 1 - Midea Group has completed its share repurchase plan, with a total amount reaching the upper limit of 10 billion yuan, repurchasing 135 million shares, accounting for 1.76% of the total share capital [1] - Mu Xi Co., Ltd. announced the results of its online issuance, with a total of 19,331 winning numbers, each allowing the subscription of 500 shares [2] - ST Yishite plans to transfer 418 million shares, representing 17.93% of the total share capital, to Hubei Jingjiang Industrial Investment Group, making it the controlling shareholder [4] Group 2 - China Merchants Heavy Industry plans to invest 258 million yuan in Shenshan Port Investment Company, acquiring a 20% stake [5] - Snowman Group's metal plate fuel cell stack project has passed final acceptance, establishing a solid technical foundation for mass production [6] - Honghua Digital Technology intends to acquire 49% of Shandong Yingkejie for 105 million yuan, making it a wholly-owned subsidiary [7] Group 3 - Tianfu Communication is planning to issue H-shares on the Hong Kong Stock Exchange, with details yet to be finalized [9] - Tianqi Lithium intends to apply for designated delivery warehouse qualifications for lithium hydroxide at the Guangzhou Futures Exchange [10] - Puran Co., Ltd. plans to acquire 49% of Noah Changtian's equity, which will become a wholly-owned subsidiary [11] Group 4 - Aerospace Rainbow is establishing a weather modification technology company with Zhongtian Rocket, with a total investment of 50 million yuan [12] - Yifan Pharmaceutical's products have been included in the 2025 National Medical Insurance Directory, enhancing its market position [13] - Weidi Co., Ltd. plans to acquire controlling stakes in Jiangsu Jiuxing Precision Technology [14] Group 5 - Agricultural Bank announced a cash dividend distribution of approximately 41.823 billion yuan for the first half of 2025 [20] - Cambridge Technology plans to increase capital by 100 million USD in its US subsidiary to expand production capacity [21] - Hunan Silver plans to conduct annual maintenance from December 9, 2025, to January 5, 2026 [22] Group 6 - Kemin Foods reported a 110.77% year-on-year increase in sales revenue from pig sales in November 2025 [23] - Yisheng Co., Ltd. reported a 28.43% year-on-year decrease in sales revenue from white feather broiler chicks in November 2025 [24] - New Tian Green Energy achieved a cumulative power generation of 13.3689 million MWh in the first 11 months of 2025, a year-on-year increase of 8.04% [25] Group 7 - Ankai Bus reported a 57.71% year-on-year increase in cumulative sales in the first 11 months of 2025 [27] - Daqin Railway completed a cargo transportation volume of 37.22 million tons in November 2025, a year-on-year increase of 1.75% [28] - Zhongtong Bus reported a 39.53% year-on-year increase in sales volume in November 2025 [29] Group 8 - Ringxu Electronics reported a 1.97% year-on-year decrease in consolidated operating revenue for the first 11 months of 2025 [31] - Xiangpiaopiao's major shareholder plans to reduce holdings by no more than 0.1% of the company's shares [32] - Zhongzi Technology's shareholder plans to reduce holdings by no more than 3% of the company's shares [33] Group 9 - Goldwind Technology's subsidiary reduced its holdings in Jinli Permanent Magnet, expecting an investment income of approximately 215 million yuan [34] - Hailun Zhe plans to repurchase shares worth 50 million to 100 million yuan [35] - Wentai Technology's major shareholder plans to reduce holdings by no more than 3% of the company's shares [37] Group 10 - Licheng Group signed a procurement agreement with Weijing Intelligent for humanoid robot components, with an estimated contract value of approximately 75 million yuan [40] - Jieshun Technology won the underground parking lot operation management project, expected to generate over 70 million yuan in revenue [42] - Jifutong is a candidate for the China Mobile procurement project, with expected amounts of 411 million yuan and 162 million yuan [43]