由上海市总工会、东方娱乐、SMG纪录片创制中心（真实传媒）联合打造的《上海工匠第十季——奋楫》将于5月1日至5日每天8:05在东方卫视两集连播。 节目海报 值此上海市总工会百年华诞之际，节目以"百舸争流，奋楫者先"的进取精神为核，聚焦临床医学、智慧港口、精密测量、海洋工程等领域的十位上海顶尖工 匠。 张蕾 这位非科班出身的"网络尖兵"，在看不见的维度演绎着攻防战。两会、进博会、党的二十大，她在数字洪流中筑坝，用渗透测试撕裂防御假象，以漏洞挖掘 构筑坚实护盾。五年间，她在虚拟战场淬炼出的不仅是技术利刃，更是守护光明的信念——每个补丁都在书写"此路不通"的宣言。 上海工业自动化仪表研究院有限公司张怀锁，正用中国力值重新定义世界测量体系。 在坚冰上镌刻中国精度 在灯火通明的城市背后，在洋山港的万吨巨轮旁，在新能源海域的长风波涛里，有这样一群以匠心为舟、以勇毅作楫的孤勇者，用毫厘必争的精度刻下中国 智造的高度。 张怀锁 面对钢铁、建筑、交通、航空航天等领域的"万吨级"力值检测空白，他带领团队用五年光阴浇筑出世界首台套100MN力标准测力机，在极限载荷下验证 了"中国芯"的硬核实力。其主导研发的最大量程70MN轧制力传 ...

Group 1 - The core theme of the article emphasizes the importance of labor and the recognition of workers' contributions in achieving national goals, particularly in the context of the 100th anniversary of the All-China Federation of Trade Unions [1][2] - The speech by General Secretary Xi Jinping outlines the need for a strong labor movement aligned with the central tasks of the Party, focusing on the development of a socialist union system in China [2][3] - The article highlights various initiatives aimed at enhancing the skills and working conditions of laborers, such as skill competitions and reforms in the industrial workforce [3][4] Group 2 - The concept of common prosperity is linked to the contributions of workers, with companies like Weigao Group implementing measures to ensure that employees benefit from corporate growth, including a five-year salary doubling plan [4] - The article discusses the role of trade unions in promoting political and ideological unity among workers, encouraging them to align with the Party's vision and participate actively in national development [4] - The narrative reinforces the idea that every individual has the potential to contribute significantly to the modernization of China, echoing historical calls for perseverance and dedication among the labor force [4]

Core Viewpoint - The transportation services at Haikou's three ports have resumed operations due to the improvement in weather conditions affecting the Qiongzhou Strait [1] Group 1: Port Operations - Haikou's New Port, Xiuying Port, and Railway South Port resumed transportation at 13:40 on April 28 [1] - The resumption of operations prioritizes the transportation of green channel trucks that were waiting in the port during the suspension [1] - Tickets for the suspended period will remain valid for future travel [1]

4 . 1 9 - 4 . 2 6 周度研究成果 2 0 2 5 申 万 宏 源 宏 观 研 究 团 队 目录 深度专题 1、坚定不移办好自己的事——4月政治局会议精神学习理解 热点思考 1、 美元："巴别塔"的倒塌？——"汇率"观察双周报系列之一 2、 美国经济：关税冲击与"滞胀"踪迹——关税"压力测试"系列之三 3、 财政"续力"正当时 4、 "关税冲击"的行业脉络？ 高频跟踪 电话会议 1、"周见"系列会议第28期 《服务消费"画像"》 2、"洞见"系列会议第56期 《美元：" 巴别塔 "倒塌？"汇率"观察双周报系列之一》 3、"洞见"系列会议第57期 《美国经济：关税冲击与"滞涨"踪迹——关税"压力测试"系列之三》 深度专题 1 坚定不移办好自己的事——4月政治局会议精神学习理解 深度研究 2025.4.25 《坚定不移办好自己的事——4月政治局会议精神学习理解》 "坚定不移办好自己的事"，"根据形势变化及时推出增量储备政策" 1、 海外高频 | 特朗普关税态度软化，3月美国零售反弹 2、 政策跟踪 | 推动各方面政策措施早出手、快出手 3、 国内高频 | 港口货物吞吐量涨幅较大 4、 Top Cha ...

【环球时报特约记者 白晓】由于美国对中国加征高额关税，以及对经济不确定性的担忧，美中之间的贸易下降体现在美国主要港口数据中。例 如，美国加利福尼亚州南部的洛杉矶港和长滩港的集装箱船流量近期出现显著下滑。 "光谱湾区新闻9台"报道称，来自中国的货物大幅下降对美国码头工人也可能产生实际影响。一名美国工人说："他们（中国）将原本驶向我们的 集装箱船掉头，而这关乎我们的生计，我们很担心。每天有成千上万的工人盯着新闻，想知道会发生什么。" "受影响的不仅仅是港口，还有卡车运输、仓储，以及所有其他相关的工作。"美国全国零售商联合会副总裁乔纳森·戈尔德说。他还提到，"我们 从很多人那里听到在中国的订单被取消或推迟，（后果）可能相当严重。" 据美国消费者新闻与商业频道（CNBC）22日报道，船舶跟踪系统Port Optimizer的数据显示，截至5月3日的那一周，离开中国前往上述南加州港 口的货船数量将环比下降29%。计划在5月4日至5月10日到港的船舶数量将同比下降44%。本周计划有12艘船抵达，少于4月20日当周的22艘。以 海运集装箱计算，5月4日至5月10日这一周将有62568个标准箱运抵，而4月20日至4月26日这 ...

广发证券 资深宏观分析师 贺骁束 hexiaoshu@ gf.com.cn 广发宏观郭磊团队 摘要 第一， 工业部门开工率同比涨跌互现，上游高炉、焦化开工率同比涨幅扩大。截至3月第四周，全国247家高 炉开工率（期末值，下同）同比增长5.6pct；焦化企业开工率同比增长5.6pct。苯乙烯开工率同比增长 16.3pct；PTA江浙织机负荷率同比回落4.6pct；山东地炼开工率同比回落3.6pct，PVC开工率同比回落 0.8pct。汽车半钢胎开工率同比增长2.6pct，全钢胎开工率同比回落1.4pct。 第二， 燃煤发电量和耗煤量延续了前两个月增速中枢。中电联统计截至3月27日，纳入统计的发电集团燃煤 电厂当月累计发电量同比下降6.7%；燃煤电厂耗煤量月同比下降6.6%。这与前期数据相当，统计局数据1-2 月火电发电量同比-5.8%。不过需要指出的是：（1）火电是整体的一部分，1-2月发电量同比-1.3%； （2）发电量是统计规模以上发电企业，用电量统计整体，1-2月用电量同比1.3%；（3）1-2月用电量包含 高基数（去年同期同比11.0%）和工作日减少影响；（4）从3月PMI数据看，高耗能企业景气环比下行 ...

Core Insights - The article discusses the significance of U.S. ports in international trade, highlighting that maritime shipping accounts for 41.5% of the total trade value, amounting to $2.1 trillion in 2023, with exports at 35.5% and imports at 64.5% [3][5][10]. U.S. Port Overview - U.S. ports are categorized into coastal ports, Great Lakes/St. Lawrence Seaway ports, and inland ports, with coastal ports including those on the East Coast, West Coast, and Gulf Coast [8][9]. - The major types of cargo transported include containers, dry bulk, liquid bulk, breakbulk, and roll-on/roll-off [3][15]. Cargo Distribution - Dry bulk cargo distribution shows that the Gulf Coast accounts for 42%, the West Coast for 10%, the East Coast for 12%, inland ports for 18%, and the Great Lakes for 16% [3]. - Container distribution indicates that the Gulf Coast holds 8%, the West Coast 41%, and the East Coast 47%, with East Coast ports outperforming West Coast ports [3][27]. Port Performance Metrics - In 2022, U.S. ports handled 2.6 billion short tons of cargo, with domestic cargo at 43%, imports at 25%, and exports at 32% [10]. - The top 25 ports accounted for 71% of the total cargo volume, processing 1.86 billion short tons in 2022, an increase from 1.8 billion short tons in 2021 [35][36]. Major U.S. Ports - The top five ports by total tonnage are Houston Port Authority, South Louisiana Port, Corpus Christi, New York/New Jersey, and Long Beach [38]. - Houston Port is the largest in terms of cargo handling, followed by South Louisiana, which is the largest grain export port in the Western Hemisphere [38]. Export and Import Trends - U.S. exports have steadily increased from 1.16 billion tons in 2014 to 1.741 billion tons in 2023, a growth of 50.1%, primarily driven by Gulf Coast ports [30]. - In contrast, total imports decreased from 1.27 billion tons in 2014 to 1.1 billion tons in 2023, a decline of 13.9%, mainly due to reduced crude oil imports from the Gulf Coast [31]. Key Commodities - Major U.S. exports include natural gas, crude oil, coal, agricultural products, and gasoline, with the Gulf Coast accounting for 70% of the export volume [40][41]. - The primary imports consist of crude oil, non-metallic minerals, electronic products, vehicles, textiles, and machinery, with the East Coast ports handling the largest share of imports [42][43].