新华财经昆明5月6日电（记者魏雨田、贾云鹏、雷肖霄）从一家籍籍无名的村办铁锅生产小厂，一路破 浪前行、不断转型，如今已蜕变成为全国最大的炮塔式摇臂铣床生产基地。如今，这家企业更是成功晋 升为链主企业，并成功孵化并吸引了 49 家装备制造领域的上下游企业齐聚园区，共同构建起一个完整 的数控机床产业链生态系统。 近期，记者深入云南省楚雄州禄丰市的碧城智能数控装备制造产业园区，走进云南锦润数控机械制造有 限责任公司（以下简称 "锦润数控"）。在采访中，锦润数控总经理张峰坦言："我们公司的高速发展与 园区内各企业的抱团取暖、强强联合密不可分，这种协同合作实实在在地为我们带来了看得见、摸得着 的发展成效。" 他进一步表示："即便一家企业在其他外部环境中可能难以维系生存，但在这里却能获得新生与发展活 力。这里汇聚了丰富的要素资源，使得众多原本棘手的难题迎刃而解。" 谈及未来，张峰信心满满："在未来的市场竞争格局中，那些专注于创新研发的企业必将脱颖而出。" 破茧：村办小厂的逆袭转型 锦润数控的前身可追溯至1979年的原禄丰县碧城公社前营砖瓦厂，彼时仅有员工30余人，在时代浪潮中 艰难起航。1981年，顺应市场需求，工厂转型 ...

回来之后，丹东希悦鸭绿江食品有限公司董事长代增君开始起草《关于打造中国最大草莓深加工基 地》的可研报告，其灵感正源于此次招商之行。 "越看越有差距，越看越有商机，越看越有信心！"这是随行8位企业家的共识，他们将此行称为"破 冰之旅"。 而真正的"破冰"，还在于思维的拓展。对此，丹东泰宏食品有限公司董事长杜元春感慨颇深："过 去，我们总把企业做不大归为客观条件不行，这次出去，了解到各地政府和龙头企业看商机的视角，让 我们意识到企业家的胸怀、格局也很重要。人家瞄着全国，目标在大市场。反观我们自己，小打小闹、 小富即安……" 党政机关外出招商，一般都带着职能部门相关人员。然而，4月中上旬，丹东市委主要领导带队赴 福建省泉州市、福州市和广东省深圳市招商时，严控规模的招商团除了全市各县区党委和市直经济部门 一把手，还"挤"进了8位纺织服装、食品加工、装备制造、文化旅游行业的本地企业家。 带着企业家招商，丹东市委用意很深。4天时间，丹东代表团对接了80余家500强企业及行业龙头企 业，达成合作意向20余项，完成项目签约12项。总结成功经验，市委主要领导表示，得益于开放的姿态 和"破冰"的心态，带着问题学、带着思考看，做好 ...

Group 1 - The central theme of the news is the implementation of the Central Eight Regulations and the emphasis on improving the work style and effectiveness of state-owned enterprises through education and reform initiatives [1][2][4] - Various central enterprises are focusing on enhancing learning and understanding of Xi Jinping's important discourses on party conduct and the Central Eight Regulations, aiming to strengthen party spirit and improve ideological awareness among employees [2][3] - Companies like China Mobile and China Energy Construction are adopting multi-layered learning mechanisms and diverse educational methods to ensure comprehensive coverage and effectiveness of the learning initiatives [2][3] Group 2 - Central enterprises are actively engaging in problem identification and rectification, utilizing feedback from employees to address issues related to the implementation of the Central Eight Regulations [4][5] - Companies such as China National Petroleum and China Nuclear Group are establishing problem lists and corrective action plans based on employee suggestions and internal assessments [5][6] - The focus is on maintaining a problem-oriented approach, with specific measures being developed to enhance work style and accountability among employees [5][6] Group 3 - The emphasis is placed on integrating learning outcomes with core business operations to ensure tangible results from educational initiatives [6][7] - Companies like China Aerospace Science and Technology Corporation are promoting a culture of accountability and self-discipline among employees, linking learning to high-quality development [6][7] - Initiatives include setting up platforms for employee feedback and conducting educational sessions that align with operational goals, thereby enhancing service quality and customer satisfaction [6][7]

Economic Performance Overview - In the first quarter, nearly 90% of provinces in China reported an increase in GDP growth compared to the previous year, with 20 provinces exceeding the national average growth rate of 5.4% [1] - Hubei achieved a GDP growth of 6.3%, the highest in nearly 12 quarters, while Zhejiang and Shandong both reached 6.0% [2] - Guangdong's GDP growth was 4.1%, with a total economic output of 33,525.51 billion yuan, highlighting its significant role in the national economy [2] Sector Contributions - The service sector emerged as a key driver of Guangdong's economic growth, contributing 20,588.53 billion yuan, accounting for 65.3% of GDP, with a growth rate of 4.3% [3] - The industrial sector in Shandong saw a 6.0% increase in GDP, with industrial output growing by 8.2% [2][3] - High-tech manufacturing and advanced manufacturing in Guangdong showed significant growth, with high-tech products like new energy vehicles and industrial robots experiencing substantial increases in production [3][6] Consumption and Policy Measures - Various provinces implemented policies to boost consumption, with Hunan's retail sales growing by 5.6%, and Shandong's retail sales reaching 10,172.8 billion yuan, also growing by 5.6% [4][5] - Shanghai reported impressive growth in retail sales for specific categories, such as a 20% increase in furniture and a 90.6% increase in computer products [5] Innovation and New Productivity - Investment in technology and innovation is accelerating new productivity, with Zhejiang's high-tech manufacturing and digital economy sectors showing double-digit growth [6][7] - Guangdong's advanced manufacturing and high-tech sectors also reported growth, with new energy vehicles and lithium-ion batteries seeing production increases of 29.9% and 83.5%, respectively [6][7]

屠 强 资深高级宏观分析师 联系人： 屠强、耿佩璇 摘要 事件： 4月30日，国家统计局公布4月PMI指数，制造业PMI为49%、前值50.5%；非制造业PMI为50.4%、 前值50.8%。 核心观点：4月新出口订单已明显下滑，但内需如基建与消费品行业PMI仍维持韧性。 4月PMI整体与分项读数均有走弱，但相对来看新订单指数更弱，生产仍维持较高水平。 4月制造业PMI 边际下行1.5pct至49%；剔除供应商配货指数的PMI也回落1.5pct。结构上生产、新订单指数均有回落，边 际分别下行2.8、2.6pct。由于PMI为环比指标，反映本月制造业景气度较上月的边际变化；产需对比看， 新订单指数下行至49.2%，而生产指数仍在荣枯线附近（49.8%），反映本月需求偏弱，生产景气水平相 对较高。 需求内部呈现分化特征，其中新出口订单指数降幅较大，但内需订单更具韧性。 生产景气相对较高的情 况下，4月外贸货运量同比上行0.7pct至1.3%，主因前期订单在"抢出口"；而4月新出口订单指数大幅回落 4.3pct至44.7%，或意味着后续出口有较大压力。对比之下，内需订单指数本月下滑2.3pct，但绝对水平仍 在荣枯 ...

新闻发布会现场 四是持续增强市场牵引力。聚焦国际消费中心城市建设，发挥成都服务成渝地区双城经济圈、辐射欧亚广阔市场优势， 抢抓国家战略备份、"两重""两新"政策机遇，发展壮大首发经济、冰雪经济、夜间经济、银发经济，持续释放消费场 景，为转移企业提供更广阔的市场空间、更丰富的投资机会、更宏大的发展舞台。 五是持续增强区域协同力。深入贯彻省委"四化同步、城乡融合、五区共兴"战略部署，加强与省内市州产业联动，深 化"研发+生产""总部+基地"产业协同发展模式，通过专班共组、利益共享、园区共建等方式吸引东部沿海大项目、大平 台来川布局。深入推进成渝地区双城经济圈建设，吸引更多电子信息、装备制造领域高能级企业落地，共同打造世界级 产业集群。 赵春淦回答记者提问 赵春淦进一步说，同时，成都将围绕推进校企深度合作、强化平台策源赋能、用好人才引育政策等推动转移企业与本地 创新资源深度协同，重点做好四个方面工作。 一是在行政审批上，提供"一站式"服务。深化"高效办成一件事"改革，健全涉企审批事项"主动服务+绿色通道"机制，持 续推进证照联办融合审批试点、水电气网联合报装。优化惠企政策申报流程、兑付机制，分类推动免申即享、易申快 ...

Core Insights - Shifang is focusing on high-quality economic development, with a projected GDP of 50.77 billion yuan in 2024, representing an 8.2% growth [3] - The city has been recognized for three consecutive years as an outstanding county for high-quality economic development in the province [3] - Shifang's industrial output is expected to exceed 80 billion yuan by 2024, with 286 large-scale industrial enterprises [3] Economic Development - Shifang is transforming traditional industries and promoting local特色产业, aiming to become a hub for industries worth over 100 billion yuan [3][4] - The city has established a unique "three tobacco base" and the largest plant protein beverage production base in Southwest China [3] - New strategic emerging industries, including new materials and low-altitude economy, have seen a production value exceeding 12.2 billion yuan [3] Emerging Industries - The new energy storage and crystalline silicon photovoltaic industries have achieved a production value of 7.7 billion yuan, with a year-on-year growth of 109.2% [4] - Shifang aims to achieve a production value of 5 billion yuan in the low-altitude economy this year, targeting 10 billion yuan within three years [4] Urban-Rural Integration - Shifang is actively promoting urban-rural integration, with an annual urbanization rate increase of 1 percentage point over the past three years [9] - The city has established four major民生服务品牌 focusing on elderly care and child protection [9] - Shifang is working on a comprehensive transportation system and cross-regional governance to enhance local residents' quality of life [11] Regional Cooperation - Shifang has established a regional cooperation mechanism with Pengzhou, signing 12 cooperation agreements and planning 10 key projects with a total investment exceeding 1 billion yuan [11] - The city is leveraging its location to integrate with Chengdu, promoting a dual-directional development model [11] Tourism and Environment - Shifang boasts a unique geographical advantage with a mild climate and rich natural resources, recognized as a natural oxygen bar and a tourism destination [12][14] - The city is promoting its cultural and natural attractions, including the annual "China Cigar Capital" global promotion event and the first Mountain Art Festival [15]

Group 1 - The manufacturing PMI for April dropped to 49.0%, down 1.5 percentage points from the previous month, indicating a contraction after two months of expansion [1] - The production activity expectation index remains optimistic at 52.1%, with certain industries like food and beverage, automotive, and aerospace showing strong confidence, all above 58.0% [1] - The new orders index fell to 49.2%, down 2.6 percentage points, while the new export orders index decreased to 44.7%, down 4.3 percentage points, reflecting a contraction in demand [4] Group 2 - The production index for April was 49.8%, a decline of 2.8 percentage points from the previous month, with decreases noted across major manufacturing sectors [3] - The purchasing price index for raw materials dropped to 47%, down 2.8 percentage points, indicating weakened support for raw material prices [4] - The government plans to implement measures to stabilize employment and the economy, focusing on effective investment and consumption promotion [5]

Market Overview - Global markets showed mixed performance with the Hang Seng Index closing at 22,008, up 0.16% year-to-date increase of 29.10% [1] - The US markets continued to rebound, with the Dow Jones up 0.75% and the S&P 500 up 0.58%, reflecting a year-to-date increase of 7.53% and 16.58% respectively [1][3] Industry Insights - The equipment manufacturing sector reported Q1 2025 earnings, with SANY Heavy Industry exceeding expectations with a 56% year-on-year profit increase, driven by an 18% revenue growth [4] - The pharmaceutical company WuXi AppTec reported a strong Q1 2025, with revenue up 21% to 9.65 billion yuan and a non-IFRS net profit increase of 40% to 2.68 billion yuan [4][6] - Mindray Medical's revenue for 2024 was 36.7 billion yuan, a 5.1% increase, but faced challenges in the domestic market with a 12.1% decline in Q1 2025 revenue [7][8] Company Analysis - WuXi AppTec maintained its full-year guidance despite macro uncertainties, expecting a 10-15% revenue growth in its continuing operations for 2025 [4][6] - Mindray Medical's overseas revenue grew by 21.3% in 2024, accounting for 44.7% of total revenue, indicating strong international market performance [7] - Luckin Coffee reported a 41% year-on-year sales increase in Q1 2025, driven by strong same-store sales growth and rapid store expansion [11][12] Investment Ratings - SANY Heavy Industry is rated as a "Buy" with a focus on its excavator business cycle and overseas growth potential [4] - WuXi AppTec is also rated as a "Buy," with a target price of 77.22 yuan, reflecting confidence in its growth despite external challenges [6] - Mindray Medical is rated as a "Buy," with a target price of 249.19 yuan, anticipating recovery in domestic sales in the latter half of 2025 [8]

Core Insights - By 2024, Shifang's industrial output value is expected to exceed 80 billion yuan, maintaining over 50% of GDP from industrial added value and over 90% from industrial tax revenue [1][2] Group 1: Industrial Development - Shifang has implemented 53 technological transformation projects in 2024, completing digital upgrades for 110 key industrial enterprises and promoting large-scale equipment updates for 67 companies [1] - Traditional advantageous industries such as food and beverage, and equipment manufacturing achieved an output value of 44.75 billion yuan, with a year-on-year growth of 5.4% [1] Group 2: New Industry Initiatives - Shifang is focusing on new materials and low-altitude economy, leveraging leading enterprises to drive development, with significant projects like XINWANGDA and Trina Solar successfully established in the past three years [1][2] - The introduction of a 38GW monocrystalline pulling rod project, along with a 40GW photovoltaic crucible project and a 20GW high-efficiency solar cell production project, has formed a crystalline silicon photovoltaic industry cluster [2] Group 3: Infrastructure and Regional Cooperation - Shifang is constructing the only A1-class general airport in the Chengdu metropolitan area to support industrial manufacturing, with local equipment manufacturing industries complementing the low-altitude economy [2] - Collaborative agreements with Chengdu Pengzhou have led to the establishment of the Sichuan Pengshi Agricultural Development Co., with plans for 10 key projects totaling over 1 billion yuan in investment [2]