（来源：经济参考报） 在信丰高新区，压铸机研发制造领域的全球头部企业——香港力劲集团，正紧锣密鼓地安装生产设备。 信丰县商务局驻点干部刘翔为了服务好这个项目，过去一年成了"高铁常客"，几乎每周往返深圳。 企业为何青睐这片红土地？"看中的不仅是土地，更是这里的产业生态。"刘翔一语道破，铭利达、大族 数控等上下游企业的集聚，形成了显著的"葡萄串效应"。干部的拼劲换来了"信丰速度"：2025年，信丰 县高端装备制造业总产值预计达47.7亿元，同比增长36.5%。 江西盛昆智能装备有限公司总经理余显友见到记者时，连用三个数字形容落户信丰的变化："3个月投 产、半年厂房面积扩大至10万平方米、半年新接超10亿元订单。"这家国内锂电池后端化成分容设备制 造行业的头部企业，将深圳生产基地整体搬迁至信丰，看中的正是这里完备的供应链和高效交付能力。 产业的链式蝶变，源于政策体系的精准发力。从国家发改委印发对口合作方案，到江西出台支持赣深、 吉莞合作措施，"共建产业园区"与"构建稀土钨及电子信息产业集群"被置于核心位置。随着深赣港产城 一体化合作区、吉安（东莞）产业合作园区加速落地，政策"组合拳"正转化为产业链上的"化学反应"， ...

（来源：内蒙古日报） 作为中蒙重要的能源通道，甘其毛都口岸主要进口蒙古国煤炭、铜精粉等矿产品，出口重型机械、基建 材料及电力等。2025年，该口岸货运量占内蒙古口岸货运总量的32.1%。 转自：内蒙古日报 本报巴彦淖尔1月27日电 （记者 薄金凤）近日，在巴彦淖尔市乌拉特中旗甘其毛都口岸，满载进口煤炭 与铜精粉的跨境货运车辆穿梭不息，一派繁忙景象。据乌拉特海关最新统计，该口岸2025年货运量达 4243.3万吨，同比增长3.7%，创下开放36年来历史新高。 据悉，乌拉特海关创新跨境运输车辆自动验放、自主过卡、智能机审等作业模式，提升监管质效。打造 多式联运场景，高效运行传统集卡车和AGV运输车跨境过货，助力提速扩量。借力中蒙AEO互认安排 实施，让AEO企业应享尽享优先放行、降低货物查验率等政策便利，为外贸增长注入强劲动力。 乌拉特海关一线人员现场查验进口铜精粉提升通关效率是货运量攀升的关键，在乌拉特海关监控指挥中 心，值守人员运用智能化调度系统，对进出境车辆进行快速验放与智能审图。在环保煤棚与保税仓库 内，现场关员正严格执行矿产品采样作业。"我们通过智慧海关建设，实现车辆快验秒放，同步压缩实 验室检测周期， ...

过去五年，甘肃文化旅游亮点纷呈、火爆出圈，累计接待游客17.52亿人次、旅游花费1.27万亿元；获批 建设中国—吉尔吉斯斯坦文化遗产保护、中国—哈萨克斯坦草原生态修复两个"一带一路"联合实验室。 "甘肃合作发展的朋友圈越来越大，对外开放的路子越走越宽。"任振鹤说，地处内陆的甘肃，正以更加 自信开放的姿态，融通东西、链接内外、走向世界。 聚焦今后五年，任振鹤表示，开放合作能级要明显提升，深度融入高质量共建"一带一路"和西部陆海新 通道建设，以开放促改革促发展，强化甘肃在国家向西开放布局中的战略通道地位；"空中丝绸之 路""数字丝绸之路"持续拓展；西部陆海新通道与中欧班列在甘肃有效衔接；贸易结构趋于优化。(完) 甘肃五年间对共建"一带一路"国家进出口年均增14.4% 中新社兰州1月27日电 (记者 丁思)甘肃省十四届人民代表大会第四次会议27日在兰州开幕。甘肃省省长 任振鹤在作政府工作报告时表示，过去五年，甘肃招大引强，开放合作成果丰硕。外贸进出口总值首次 突破700亿元(人民币，下同)、年均增长13.2%，对共建"一带一路"国家进出口年均增长14.4%。 甘肃是古丝绸之路的黄金通道，是承东启西、连南通北的交通枢 ...

这批货品中，产自夹江的瓷砖占比80%。"运输时间从1个月缩短为5天。"班列运营平台企业夹江 晨旭物流有限责任公司董事长陈安介绍，以前，夹江瓷砖出口老挝走海运，需一个月后才能到达 客户手中。如果想走铁路出口，则需将货物通过陆路运输到成都市青白江区集散基地，重新卸装 转运铁路才能实现南向出货。"现在可以不多走乐山到青白江这段路了，综合测算能降低物流成本 30%左右。" 本报讯（四川日报全媒体记者 杨艺茂）1月23日，一列载着1200吨"乐山造"瓷砖、复合肥和光伏 配件等产品的列车，从乐山夹江站启程，驶向老挝万象，标志着西部陆海新通道中老班列（乐山 —万象）首发。 "乐山正奔向'百亿外贸'目标，对高效便捷的国际物流通道需求迫切。"乐山市政府相关负责人介 绍，开行南向班列，让本地资源出川出海更便捷，持续实现物流降本增效，这也是建设全省重要 的区域交通物流枢纽的重要内容。记者了解到，这趟班列在返程时，将同步运输铁矿、炭、木薯 粉等物资。接下来，中老班列（乐山—万象）将尽快实现周班、双周班常态化运营。 ...

此次表彰不仅是对长久物流过往成绩的肯定，更标志着双方合作关系进一步深化。展望未来，长久物流 将继续秉持高标准服务理念，为小米汽车的市场拓展提供更优质、高效的物流解决方案。 （文章来源：证券日报） 本报讯 1月26日，北京长久物流股份有限公司（以下简称"长久物流"）宣布，2025年度，长久物流凭借 在小米汽车交付保障工作中的卓越表现，荣获小米公司授予的"先进保障供应商"称号，这一荣誉充分体 现了客户对长久物流专业保障能力与攻坚克难精神的高度认可。 自双方建立合作以来，长久物流在整车运输领域展现出强大运力保障实力。面对高强度交付任务，长久 物流科学调度、精细管理，运输效率与服务KPI在供应商排名中稳居前列，尤其是在运输途中多次主 动、及时响应突发帮运需求，高效解决问题。"急客户所急"的专业精神与突出表现，为小米汽车产品顺 利交付提供了坚实可靠的物流保障。 ...

Core Viewpoint - Solid growth in core business is essential for companies to navigate through economic cycles [1] Performance Growth Highlights - **XianDao Intelligent (300450)**: Expected net profit of 150 million to 180 million, a year-on-year increase of 424.29% to 529.15% due to recovery in global battery demand and internal digital transformation [6] - **YongChuang Intelligent (603901)**: Expected net profit of 12.8 million to 15.5 million, a year-on-year increase of 721.57% to 894.86% driven by improved delivery efficiency and product structure optimization [7] - **DaoShi Technology (300409)**: Expected net profit growth of 206.01% to 269.76% due to increased production capacity and recovery in cobalt prices [8] - **FuDa Alloy (603049)**: Expected net profit growth of 119.14% to 219.95% supported by stable demand in power equipment and new energy sectors [9] - **ZhaoJin Gold (000506)**: Expected net profit of 12.2 million to 18.2 million, a turnaround from a loss of 127 million last year, driven by increased production and rising gold prices [10] - **SiTeWei (688213)**: Expected net profit of 97.635 million to 103.053 million, a year-on-year increase of 149% to 162% due to increased shipments of smartphone camera products [11] - **ZhongWei Semiconductor (688380)**: Expected net profit of around 28.4 million, a year-on-year increase of approximately 107.55% due to new product launches [12] - **Hunan Gold (002155)**: Expected net profit of 127 million to 160.8 million, a year-on-year increase of 50% to 90% driven by rising sales prices [13] - **NanFang Precision (002553)**: Expected net profit of 30 million to 37 million, a year-on-year increase of 1,130% to 1,417% due to investment project evaluations [14] - **Shanghai YiZhong (688091)**: Expected net profit of 6 million to 7 million, a year-on-year increase of 760.18% to 903.54% due to inclusion in the national medical insurance directory [15] - **RunTu Co., Ltd. (002440)**: Expected net profit of 60 million to 70 million, a year-on-year increase of 181.05% to 227.89% driven by improved operating profits [16] Major Performance Changes - **HeFu China (603122)**: Expected net loss of 36 million to 25 million, a shift from profit due to changes in the macro environment and industry policies [17] - **ChangJiu Logistics (603569)**: Expected net loss of 75 million to 50 million, a shift from profit due to asset impairment and operational challenges [18] - **ZhiChun Technology (603690)**: Expected net loss of 45 million to 30 million, a shift from profit due to increased competition and rising R&D costs [19] - **BaYi Steel (600581)**: Expected net loss of 205 million to 185 million, a shift from profit due to supply-demand imbalance in the steel industry [20] - **AoKeMa (600336)**: Expected net loss of 22 million to 17 million, a shift from profit due to increased competition in the home appliance sector [21] - **HuiDa Sanitary Ware (603385)**: Expected net loss of 21.6 million to 18 million, a shift from profit due to market demand decline [22] - **DongFeng Co. (600006)**: Expected net loss of 48 million to 39 million, a shift from profit due to competitive pressures in the commercial vehicle market [23] Industry Trend Analysis - **High Growth Industries**: Stable demand in new energy sectors benefits companies like FuDa Alloy [24] - **Performance Changes in Industries**: - New energy and lithium battery equipment sectors are experiencing explosive growth [25] - Gold and precious metals sectors are seeing significant profit improvements due to high prices [26] - Semiconductor and automotive electronics are benefiting from trends in smart vehicles [27] - Medical circulation is under pressure from cost control policies [28] - Logistics and transportation are facing profitability challenges due to falling prices [29] - Semiconductor equipment is experiencing short-term performance declines due to cyclical fluctuations [30] - Traditional manufacturing sectors like steel and home appliances are facing intensified competition [31]

Group 1 - The core viewpoint of the news is that the provincial trade union will continue to deepen the "100,000 frontline workers' recuperation" program in 2025, with the number of participants expected to exceed 200,000 again after surpassing this figure in 2024 [1][2] - The provincial trade union has implemented management measures to standardize the recuperation activities, addressing previous challenges such as defining participants, content management, and unifying standards [1] - The recuperation activities have increasingly included new employment forms such as truck drivers, ride-hailing drivers, couriers, and delivery workers, expanding beyond traditional industrial workers and technical backbones [1] Group 2 - The recuperation program integrates ideological education with practical training, creating a "walking classroom" that combines recuperation routes with party education and national conditions observation [2] - The program is designed to align with major strategic initiatives, such as green low-carbon development and marine economy, effectively transforming recuperation sites into "empowerment stations" [2] - The activities incorporate skill enhancement elements, including technical observation, craftsman salons, and micro-classrooms, allowing workers to achieve "skill charging" during their recuperation [2]

Group 1: Technology and Innovation - The establishment of a "school-enterprise collaborative innovation platform" is essential for the development of the aerospace industry in Henan, which is being positioned as a key sector with significant government support [2][3] - The successful enhancement of ground 4G/5G communication network positioning capabilities to meter-level accuracy has positioned China as a leader in wireless network positioning [2] Group 2: Agriculture and Modernization - The transformation of traditional agricultural machinery to high-end intelligent machinery is crucial for the agricultural development in Henan, emphasizing the need for collaboration in technology, scenarios, and ecosystems [6][7] - The use of drones for precision agriculture is highlighted as a significant advancement, providing farmers with detailed reports on soil conditions [7] Group 3: Ecological and Water Management - The revival of long-dormant springs in Henan is a testament to successful ecological restoration efforts, which are aimed at enhancing water conservation and improving local ecosystems [11] - The proposal for major water network projects aims to integrate water resource management with transportation, enhancing the ecological and economic landscape of Henan [13] Group 4: Cultural Promotion and Global Outreach - The promotion of Henan's traditional culture on a global scale is encouraged through the creation of IPs and leveraging international platforms for cultural exchange [15][16] - The establishment of a "standard mutual recognition bridge" is proposed to facilitate the global marketing of Henan's agricultural products, enhancing their presence on international dining tables [19][20] Group 5: Renewable Energy and Sustainability - The commitment to increasing the share of renewable energy in Henan to over 55% by Q3 2025 reflects a strong push towards sustainable energy practices [18] - The integration of clean energy sources such as wind, solar, and water is being emphasized as part of a broader strategy for high-quality development in the region [18]

转自：贵州日报 下一步，区商务局将持续深化专项整治成果，重点督促企业完善过磅称重基础设施建设，加强大型物流 园、专业批发市场企业日常监管，督促企业定期开展商户、驾驶员培训及车辆安全排查，健全长效机 制，持续巩固整治成效，为辖区道路交通安全形势稳定向好提供坚实保障。 （何凯丽 贵阳日报融媒体记者 冉婷林） （《南明区商务局携手多部门 整治货运车辆超限超载》由贵阳日报为您提供，转载请注明来源，未经 书面授权许可，不得转载或镜像。） 聚焦东方钢材市场、乾郎钢材市场等专业批发市场货车运输安全管理薄弱环节，区商务局联合市交通运 输综合行政执法支队南明区大队，组织市场内物流运输企业、商户代表开展专项约谈，要求企业严格落 实安全生产主体责任，建立健全安全管理制度，定期对消防设施设备、动火作业、用火用电进行全面排 查，确保隐患及时清零；要求加强商户、驾驶员安全生产与交通安全培训，增强全员安全意识，从源头 防范违规运输行为。 同时，南明区商务局督促各大型物流园、专业批发市场企业开展道路交通安全专题教育活动，通过组织 商户、驾驶员观看警示教育片、解读《公路安全保护条例》等法律法规、分析典型事故案例等形式，讲 解超限超载对车辆制动 ...

Core Conclusion - The recent high-frequency changes indicate three main trends: improvement in second-hand housing sales, continued weakness in new housing sales, and rising prices of major commodities [1][2]. Group 1: Supply - Upstream operating rates show divergence, with a slight recovery in coking and asphalt, while high furnace and cement dispatch rates have declined. The average operating rate of high furnaces decreased by 0.4 percentage points to 78.7% [3][18]. - In the downstream sector, the operating rate of automotive semi-steel tires increased by 6.9 percentage points to 74.0%, while the operating rate of polyester filament saw a seasonal decline [21]. Group 2: Demand - Second-hand housing sales continued to improve, while new housing sales remained weak. From January 1 to 23, the average transaction area of new homes in 30 major cities decreased by 55.1% month-on-month, with a year-on-year decline of 38.6% [5][34]. - In contrast, second-hand housing sales in 18 key cities remained stable, with a month-on-month increase of 22.5%, indicating a potential recovery [34]. Group 3: Prices - Most upstream commodity prices have risen, with Brent crude oil prices increasing by 5.4% month-on-month, while LME copper prices rose by 2.1% [7][38]. - The average price of rebar increased by 0.2% month-on-month, while cement prices fell by 1.7% [8][46]. Group 4: Inventory - Industrial metal inventories have increased, with steel and electrolytic aluminum inventories rising by 0.3% and 5.8%, respectively [10][54]. - The average coal inventory in coastal power plants decreased by 3.7% month-on-month, while U.S. crude oil and petroleum product inventories increased by 14.76 million barrels [10][52]. Group 5: Transportation and Logistics - Chinese export freight rates have rebounded, with the CCFI index rising by 1.2% month-on-month [13][61]. - The number of commercial flights increased by 2.6% month-on-month, while subway ridership in 10 key cities saw a slight decline [58]. Group 6: Liquidity - The central bank implemented a net liquidity injection of 10,423 billion yuan through OMO, with a focus on easing monetary conditions [15][65]. - The yield on 10-year government bonds decreased by 2.1 basis points, reflecting a broader trend of declining interest rates [67].