本届盛典以"绘制中国产业版图，感知中国经济韧性"为主题，首次重磅发布"中国有影响力的城市产业 名片"，80张产业名片熠熠生辉，勾勒出一幅气势恢宏的中国产业版图。 在百年未有之大变局加速演变的背景下，产业链韧性已成为衡量一国经济抵抗风险能力的重要指标，是 保障现代经济安全稳定运行的重要条件。在全球产业链深度重构的背景下，《中国产业地理盛典》 以"产业地理版图"为锚点，见证中国产业链的磅礴韧性，为中国在复杂变局中保持战略定力、把握机遇 提供了有力实践和信心支撑。 一张张产业名片背后依托是工业和信息化部工业文化发展中心权威发布的《中国有影响力的城市产业名 片》报告。 该报告在遵循客观性、系统性、科学性原则的基础上，立足区域（城市）产业名片的定位、定义、内 涵、要素和机制，基于产业、名片、生态三大系统构建了3级共28个指标的评价体系，以定量指标为 主，辅以部分定性指标，构建了一套高水准、具有前瞻性的评价框架。 根据这一评价框架，盛典重磅推出三大产业名片，其中，"强国之基"聚焦为中国经济夯筑强大工业底 座、锻造核心能力的基石产业。中国智能家电产业地标青岛市、中国磁性材料产业地标宁波市、中国工 程机械产业地标长沙市等28 ...

Core Insights - The 50th anniversary of diplomatic relations between China and the EU highlights significant achievements in economic and trade cooperation, which is deemed crucial for global economic stability and development [1][2] Economic Cooperation Significance - The complexity of the current international economic landscape emphasizes the importance of China-EU cooperation, which has shown resilience in trade and stable bilateral investments [2] - The shift in investment models from mergers and acquisitions to greenfield investments indicates a growing focus on mutual trust and benefits [2] - China and the EU's economic scale and bilateral trade volume are substantial, making their cooperation vital for enhancing mutual interests and stabilizing global governance [2] Industry Collaboration and Innovation - The chemical industry remains a key area for China-EU cooperation, with predictions that China will contribute 75% of global chemical industry growth by 2030, showcasing the market's potential [4] - Companies like Evonik are expanding production capabilities in China, focusing on strategic industries such as electric vehicles and renewable energy [4] - The collaboration in technology sharing and market synergy between China and the EU can lower costs for global green transitions and promote sustainable development [3][4] Investment Trends - EU investments in China increased by 11.7% from January to March this year, reflecting strong enthusiasm from European companies [5] - Companies like Siemens and Kasei are actively investing in China, with Siemens establishing a new medical base in Shenzhen and Kasei launching a "Dragon Plan" to enhance local investment and innovation in healthcare [5][6] Local Innovation and Market Potential - Companies like Beiersdorf are establishing local innovation centers in China to leverage the market's growth potential and drive global market strategies [6] - L'Oréal is also increasing investments in China, focusing on emerging beauty brands and reinforcing the market's strategic importance within its global operations [6]

Group 1: Macro Insights - The large-scale tariffs implemented by Trump in early April 2025 led to a surge in consumer purchases in March, resulting in a month-on-month retail growth rate of +1.4%, a significant increase from February's +0.2% [2] - However, this front-loading of consumer demand may lead to a weakening of future retail data, indicating potential risks for upcoming consumption trends [2] Group 2: Industry Research - The real estate sector is identified as the largest driver of domestic demand, with a recommendation for strategic investment in the real estate supply chain, including leading companies such as Beike-W, China State Construction, and major cement and glass producers like Conch Cement and Qibin Group [3] - The report suggests that these companies are positioned well due to the cyclical bottoming and improving profitability, alongside potential policy support [3] Group 3: Oil and Gas Sector - The IEA and OPEC have lowered their oil demand forecasts for 2025, yet there is a strong outlook for the "three oil giants" (China National Petroleum, Sinopec, and CNOOC) due to their low valuations, high dividends, and resilient performance [4] - The report also highlights opportunities in domestic substitutes for semiconductor materials and panel materials, as well as in the pesticide and fertilizer sectors [4] Group 4: Company-Specific Analysis - For Shida Shenghua, the report anticipates a decline in profitability for 2024 due to the low demand in the lithium battery sector, with net profits projected to drop significantly in 2025 and 2026 [5] - Despite this, the company is expanding its production capacity for electrolyte products, which may provide growth opportunities in the future [5] Group 5: Coal Industry - Lu'an Environmental Energy is recognized as a leading producer of injection coal, with a strong business model and high elasticity, despite current coal price declines [7] - The projected net profits for 2024-2026 are 2.62 billion, 2.14 billion, and 3.03 billion yuan, respectively, with corresponding EPS of 0.87, 0.71, and 1.01 yuan [7] Group 6: High-End Manufacturing - Su Shi Testing is facing short-term performance pressure, with a projected revenue decline of 4.31% in 2024, but is expected to benefit from recovering downstream demand and new industry layouts [8] - The forecasted net profits for 2025-2027 are 3.04 billion, 3.81 billion, and 4.62 billion yuan, indicating potential recovery [8] Group 7: Renewable Energy - Guoneng Rixin is expected to maintain steady growth, with a projected net profit of 0.94 billion yuan in 2024, reflecting an 11.09% year-on-year increase [9] - The company is advancing its product upgrades and is well-positioned to meet increasing demand in the distributed energy sector [9] Group 8: Electrical Equipment - Huaming Equipment reported an 18.41% increase in revenue for 2024, with net profits rising by 13.25% [10] - The company is expanding its overseas market presence and is expected to achieve net profits of 7.09 billion, 8.09 billion, and 9.15 billion yuan from 2025 to 2027 [10] Group 9: Communication Technology - Hengwei Technology has revised its net profit forecasts downward for 2025 and 2026, but maintains a positive long-term growth outlook [11] - The projected net profits for 2027 are expected to reach 2.41 billion yuan, indicating potential recovery [11] Group 10: Beverage Industry - Dongpeng Beverage reported a strong start to 2025, with a revenue increase of 39.23% in Q1 and a net profit growth of 47.62% [12] - Future net profit projections for 2025-2027 are 4.483 billion, 5.684 billion, and 6.836 billion yuan, suggesting robust growth potential [12] Group 11: Catalyst and Advanced Materials - Zhongzi Technology's catalyst business is expected to benefit from the implementation of the National VII standards, with a strategic focus on high-end composite materials [13] - The projected net profits for 2024-2026 are -0.27 billion, 0.57 billion, and 2.38 billion yuan, indicating a potential turnaround [13]

将投中网设为"星标⭐"，第一时间收获最新推送 它是我们理解世界、探索未知的一把关键钥匙。我们 拿到钥匙了吗? 我们看到那个"适时的变异"了吗? 我们开始"分化"了吗? 随着一级市场进入"分化"的高潮，答案愈发清晰。 在市场机制和政策引导下优化、升级,这不仅意味着 行业格局的重塑,更是价值观、理念和策略的深度变 革。通过"分化"，一级市场将迈向更加成熟、健康 的发展阶段。值此之际,第19届中国投资年会 · 年度 峰会期待与您共话行业未来变革与发展。 数说峰会 ANNUAL SUMMIT 1 (0) 0) 参会媒体 5000* 参会人次 演讲嘉宾 话题传播 体专访 户+ 《超级投资家》视频播放, 会议议程 DAY1 / 04.16 星期三 AGENDA 主会场 趋势中国篇 08:00-09:00 参会签到 09:00-09:05> 主持开场 09:05-09:15 领导致辞 09:15-09:35> 主办方致辞 致辞嘉宾:杨晓磊 投中信息 CEO 09:35-09:55 主题演讲:中美关系未来趋势及对中国产业经济影响 演讲嘉宾: 金灿荣 美国问题研究专家、中美关系专家、中国人 民大学吴玉章讲席教授、国家长江学者特 ...

文 ｜ 杨帆 姜娅 刘海博 玛西高娃 遥远 裘翔 崔嵘 刘春彤 盛夏 李越 当地时间4月2日，美国总统特朗普签署行政令对中国的进口商品加征3 4%的对等关税，随后北京 时间4月4日中国公布一系列反制措施。与今年前两轮反制相比，中国此次反制力度明显升级，在 关税覆盖商品比例上和美国做到了对等，出口管制的深度进一步提升，同时反制措施的种类也较此 前更为丰富。向后看，特朗普关税仍可能有频繁转折，需更多关注纳瓦罗与卢特尼克的表态。后续 三方面因素或带来形势变化，一是其他国家或地区究竟选择大力对美反制还是"魅力攻势"，二是美 国国内民调的变化，三是民意基础松动后国会的选择。A股策略方面，我们认为此次关税摩擦后， 市场不确定性加大，投资者风险偏好下降明显，建议聚焦核心资产，强化自主可控。海外宏观方 面，我国关税反制政策对美国经济的负面影响主要集中在农业、油气、航空航天设备及零部件、电 子与通信设备等相关行业。农业板块方面，此次中国反制利多农产品价格，农业种植链是稀缺的反 制受益板块。机械板块方面，我们判断自主可控、高端制造国产替代或将加速。 ▍ 事项： 据美国白宫官网，当地时间4月2日，特朗普宣布"对等关税"政策，对中国 ...

Core Viewpoint - The investment promotion conference in Chongchuan District, Nantong, resulted in the signing of 43 quality projects with a total investment exceeding 12 billion yuan, focusing on cutting-edge fields such as artificial intelligence, new energy, biomedicine, and high-end manufacturing, with strategic emerging industries and future industries accounting for 70% of the projects [1][8]. Group 1: Investment and Economic Development - The total investment from the signed projects is over 12 billion yuan, indicating strong investor interest and confidence in the region [1][8]. - Chongchuan District aims to achieve a regional GDP of 185.6 billion yuan in 2024, maintaining its position among the top 40 districts in the country for four consecutive years [3]. - The district is strategically positioned as the "first station" for Shanghai's northward radiation, enhancing its economic development potential [3][5]. Group 2: Industry Collaboration and Innovation - Chongchuan has been actively collaborating with Shanghai in various industries, including integrated circuits, high-end new materials, biomedicine, and artificial intelligence, to develop strategic emerging industries [3][5]. - The establishment of the Nantong North High-tech Zone in collaboration with Shanghai Beike Group has attracted numerous tech enterprises from Shanghai [3][5]. - The region has formed a semiconductor industry collaborative innovation consortium, marking a significant step in enhancing its technological capabilities [3]. Group 3: Infrastructure and Connectivity - The development of eight cross-river passages and 45 high-speed rail connections has significantly improved the connectivity between Chongchuan and Shanghai, facilitating economic interactions [5]. - The efficient transportation network allows for a one-hour commute to Shanghai and two hours to the entire Shanghai metropolitan area, enhancing the region's attractiveness for investment [5]. Group 4: Unique Advantages and Policies - Chongchuan District boasts unique advantages such as its geographical location, rich cultural heritage, and a favorable business environment, making it an appealing destination for entrepreneurs [7]. - The district is committed to providing high-quality education and efficient government services, further enhancing its investment appeal [7]. - The launch of the "Little Red Book" for investment attraction highlights the district's proactive approach to engaging with potential investors [7][9].

以下文章来源于36氪财经 ，作者丁卯 郑怀舟 36氪财经 . 36氪旗下官方账号。洞见市场，比99%的投资者更聪明。 政策积极有为， 基本面结构性改善成为市场共识。 文 ｜ 丁卯 编辑 ｜ 郑怀舟 来源｜ 36氪财经（ID： krfinance ） 封面来源 ｜ 视觉中国 本周，沪深市场放量反弹，市场情绪显著回暖，各宽基指数均迎来上涨，中小盘股领涨。具体来看，上证指数本周收盘上涨1.56%，深成指数上涨 2.19%，创业板指上涨1.61%，沪深300上涨1.39%，中证1000上涨3.79%。 分行业看，申万31个一级行业中26个实现上涨，其中，有色金属（7.08%）、国防军工（6.96%）和计算机（6.74%）涨幅居前，石油石化（-1.49%）、综 合（-1.03%）和房地产（-0.91%）跌幅靠前；概念板块方面，微软合作商、一体化压铸、商业航天指数涨幅靠前。 市场情绪方面，本周融资余额继续上涨，表明当前A股市场信心逐渐恢复，资金风险偏好提振。 两会落幕，警惕震荡 本周作为两会周，政策和经济基本面的表现成为市场的主要扰动。周内大盘低开高走，下半周在政府工作报告略超预期、美元走弱以及Manus横空出世带 动下 ...

政策研究 政策研究|民营经济发展 民营经济发展 大公国际：从 2025 年民营企业座谈会看民营经济 发展新机遇与挑战 文/崔爱巧、范昱希 摘要 日前，习近平总书记在京出席民营企业座谈会并发表重要讲话，本次会议释放多个 信号，包括但不限于发展方向、解决民营企业难题、政策指引等多个维度，充分鼓舞了 民营企业士气，并对民营企业高质量、健康发展做出进一步指示。 正文 日前，习近平总书记在京出席民营企业座谈会并发表重要讲话，相较于 2018 年给 民营企业"打气"，本次会议更像是在吹奏进攻号角，"前景广阔"、"大有可为"、"大显 身手"、"正当其时"等关键词充分鼓舞民营企业高涨情绪，"扎扎实实落实促进"、"坚决 执行不打折扣"等政策指导更是一剂强心针，充分鼓舞了民营企业士气，并对民营企业 高质量、健康发展做出进一步指示。以下将针对部分会议信号谈谈民营经济发展的新机 遇与挑战： 本次会议上，习近平总书记强调当前民营经济发展面临的困难和挑战具有以下特征： "局部的"、"暂时的"、"能够克服的"，会议政策重点在于解决融资难、拖欠账款、行业 准入公平等深层次问题。经过分析，民营企业融资难、融资贵主要体现于结构性矛盾与 信用分层 ...