工信部装备工业一司有关负责人表示，当前，机械行业面临着外部冲击影响加大、国内需求不足、非理 性竞争加剧等问题，行业稳定运行面临着挑战。亟需总结上一轮稳增长工作经验，启动实施新一轮稳增 长工作，推动机械行业高质量发展，支撑工业经济稳定运行。 中国机械工业联合会副会长、新闻发言人罗俊杰表示，上半年机械工业经济运行稳中向好，产品产销平 稳增长，对外贸易展现韧性。但也面临有效需求不足、价格内卷压缩利润空间、账款回收难加大经营压 力等挑战。展望全年，宏观政策与产业政策持续发力、各项改革举措加快推出，预计下半年机械工业经 济运行将延续稳中向好的总体态势。 《工作方案》提出的主要目标是，2025～2026年，机械行业运行保持平稳向好态势，重点产业链供应链 韧性和安全水平持续提升，发展质量效益迈上新台阶，力争营业收入年均增速达到3.5%左右，营业收 入突破10万亿元。重点细分行业规模稳中有升，新质生产力加快培育，企业竞争力进一步增强，优质装 备供给能力显著提高，培育一批具有竞争力的中小企业特色产业集群和具有国际竞争力的产业集群。 培育一批具有竞争力的中小企业特色产业集群。 机械行业稳增长的关键任务首先是要全方位扩大有效需求。 ...

二是提升优质装备供给能力。针对当前机械行业科技创新和产业创新深度融合不够、产业链供应链 风险上升、传统行业转型升级慢、高端装备产品供给不足等问题，提出提升产业创新能力、增强产业链 供应链韧性和竞争力、着力发展智能装备和系统、强化标准引领作用、加强质量品牌建设等5项任务， 加快培育发展新质生产力，提升优质装备供给能力，以高质量供给引领需求、创造需求。 在着力发展智能装备和系统任务中，《方案》明确，实施智能装备创新发展工程，加强通用大模型 和机械行业大模型研发，推动人工智能、量子科技、先进材料、北斗导航等新兴技术与装备融合创新。 亚洲数字经济科学院院长陈柏珲在接受《证券日报》记者采访时表示，从现有实践来看，以人工智 能技术为代表的新技术，在产业与民生两端均成效显著。在全球科技竞争日益加剧的背景下，利用新技 术发展高端装备是抢占未来产业制高点的关键举措，也将带动相关产业链的发展，推动我国经济向高端 化、智能化转型。 三是激发行业增长活力。针对当前机械行业企业经营压力加大、行业治理水平有待提升等问题，提 出梯度培育优质企业、推动区域协调发展、加大助企惠企力度、营造良好发展生态等4项任务，不断提 升服务企业的能力和水平 ...

Market Performance - On September 29, the A-share market showed a strong upward trend with all three major indices rising. The Shanghai Composite Index increased by 0.90% to 3862.53 points, the Shenzhen Component Index rose by 2.05% to 13479.43 points, and the ChiNext Index climbed by 2.74% to 3238.01 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day [2][3] - Over 3500 stocks in the market experienced gains, with significant performance observed in the large financial sector and the renewable energy sector. Notably, green methanol concept stocks were active, and energy storage concept stocks rebounded. The non-ferrous metals sector also saw gains throughout the day, while the semiconductor industry chain showed recovery in the afternoon. Conversely, education stocks weakened throughout the day [2] International Market Overview - On the same day, major U.S. stock indices also rose, with the Dow Jones Industrial Average increasing by 68.78 points (0.15%) to close at 46316.07 points, the S&P 500 rising by 17.51 points (0.26%) to 6661.21 points, and the Nasdaq Composite gaining 107.09 points (0.48%) to 22591.15 points [3] - European stock indices also experienced gains, with the FTSE 100 rising by 15.01 points (0.16%) to 9299.84 points, the CAC 40 increasing by 10.19 points (0.13%) to 7880.87 points, and the DAX rising by 5.59 points (0.02%) to 23745.06 points [3] Commodity Prices - International oil prices fell on September 29, with light crude oil futures for November delivery dropping by $2.27 to $63.45 per barrel (a decrease of 3.45%), and Brent crude oil futures for November delivery falling by $2.16 to $67.97 per barrel (a decrease of 3.08%) [4] Policy Developments - The National Development and Reform Commission announced a new policy financial tool with a total scale of 500 billion yuan, aimed at supporting project capital and promoting effective investment. The funds will be allocated to specific projects to accelerate construction and enhance economic stability [6] - The National Development and Reform Commission also plans to develop policy guidelines for new-generation smart terminals and intelligent systems, focusing on technology support, application promotion, and safety governance [6] Company Announcements - Fulin Precision announced plans to jointly increase capital in its subsidiary with CATL, which is expected to constitute a major asset restructuring [10] - DeepSeek released a new version of its model, DeepSeek-V3.2-Exp, which optimizes inference efficiency and reduces API costs by over 50% [7] - The mechanical industry in China aims for an average revenue growth rate of approximately 3.5% from 2025 to 2026, with a target of exceeding 10 trillion yuan in revenue by 2026 [8]

Core Viewpoint - The "Mechanical Industry Steady Growth Work Plan (2025-2026)" aims for an average annual revenue growth rate of approximately 3.5% and a revenue target exceeding 10 trillion yuan, reflecting a shift towards higher quality growth and technological self-sufficiency compared to previous targets [1][2]. Group 1: Key Objectives and Tasks - The plan outlines 14 key tasks across three main areas: expanding effective demand, enhancing quality equipment supply capabilities, and stimulating industry growth vitality [2]. - It emphasizes both short-term stability through measures like expanding effective demand and long-term structural optimization focusing on high-quality development and the integration of emerging technologies like artificial intelligence [2][5]. Group 2: Demand Expansion Strategies - The mechanical industry derives 70% of its demand from infrastructure and equipment investment, prompting the plan to focus on tapping into domestic market potential and fostering new demand through various initiatives [3]. - Specific tasks include promoting major technological renovations, updating outdated equipment, and developing new economic sectors such as the "first launch economy" and "silver economy" [3][4]. Group 3: Technological Integration and Innovation - Artificial intelligence is a recurring theme, with plans to develop "AI + modern logistics" and promote smart medical equipment applications [4][6]. - The plan aims to enhance innovation capabilities and supply chain resilience, focusing on high-quality components and advanced manufacturing processes [6][7]. Group 4: Industry Growth and Support Measures - The plan proposes nurturing high-quality enterprises and enhancing support for small and medium-sized enterprises through various initiatives [8][9]. - It also addresses the need to rectify irrational competition and improve industry governance to create a favorable business environment [9].

大家早上壕！ 先看海外要闻： 美股齐涨，道指收涨0.15%、纳指收涨0.48%、标普500收涨0.26%；英伟达收涨2.05%、亚马逊涨1.09%、特斯拉和微软至多涨0.64%、Meta跌 0.05%、苹果跌0.40%、谷歌A跌1.01%。 美股存储概念股大涨，闪迪涨近17%、西部数据涨逾9%、希捷科技涨逾5%、美光科技涨逾4%。 美国劳工部：BLS将在政府关门时暂停运作，既不收集也不发布非农就业等数据。 特朗普称将对所有在美国境外制作的电影征收100%关税。 美国黄金储备价值触及万亿美元大关，达官方账面价值的90多倍。 OpenAI宣布第三届年度开发者大会将于10月6日在旧金山举行，预计吸引1500名开发者现场参会；OpenAI将发布新版Sora视频生成大模型。 Anthropic推出最新AI模型Claude Sonnet 4.5，号称 "全球最佳编码模型"。 印尼总统下令切断1000个非法锡矿。 2、工业母机| 9月29日，工信部等六部门印发"机械行业稳增长方案"通知，2025—2026年机械行业力争营业收入年均增速达到3.5%左右，营业收 入突破10万亿元。方案中提到，将全方位扩大有效需求，不断增强机械 ...

商务部回应美商务部发布出口管制穿透性规则：将采取必要措施坚决维护中国企业的合法权益 国家发展改革委：支持民营企业等深度参与"人工智能+"行动在资金上持续在算力等领域发放"人工智能券" 现货黄金突破3800美元续创历史新高年内累计上涨超四成 国务院总理李强日前签署国务院令，公布《国务院关于修改〈中华人民共和国国际海运条例〉的决定》，自公布之日起施行。（新华社） 有记者问：美东时间2025年9月29日，美商务部发布出口管制穿透性规则，对被列入美"实体清单"等的企业持股超过50%的子公司追加同等出口管制制裁。 商务部新闻发言人表示，中方注意到有关情况。相关规则是美方泛化国家安全、滥用出口管制的又一典型例证。美方此举性质极其恶劣，严重损害受波及企 业的正当合法权益，严重冲击国际经贸秩序，严重破坏全球产业链供应链的安全稳定，中方对此坚决反对。中方敦促美方立即纠正错误做法，停止对中国企 业的无理打压。中方将采取必要措施，坚决维护中国企业的合法权益。（新华社） 商务部新闻发言人9月29日就日方将我多家实体列入出口管制"最终用户清单"事答记者问时说，中方对此坚决反对。中方敦促日方，立即停止列单中国企业 的错误做法。发言人表示 ...

9月29日，工信微报发布消息，近日，工业和信息化部等六部门联合印发《机械行业稳增长工作方案 （2025—2026年）》（以下简称《方案》）。 《方案》提出目标，2025年至2026年，机械行业运行保持平稳向好态势，重点产业链供应链韧性和安全 水平持续提升，发展质量效益迈上新台阶，力争营业收入年均增速达到3.5%左右，营业收入突破10万 亿元。重点细分行业规模稳中有升，新质生产力加快培育，企业竞争力进一步增强，优质装备供给能力 显著提高，培育一批具有竞争力的中小企业特色产业集群和具有国际竞争力的产业集群。 机械行业是为国民经济、国防军工和民生事业提供技术装备的基础性、战略性和引领性行业，是工业经 济"压舱石"，是发展新质生产力、建设现代化产业体系的重要载体。《方案》从供需两侧同时发力，多 方协同激发行业增长活力，提出三方面14项重点任务和3项保障措施。 一是全方位扩大有效需求。针对机械行业70%的需求来自基础设施建设和国民经济各行业新上或更新改 造设备投资，是稳出口主战场的特点，从国内国外两方面，提出深挖国内存量市场潜力、培育壮大新需 求、着力扩大有效投资、推动产业数字化转型智能化升级、深化开放合作等5项任务， ...

Core Viewpoint - The "Mechanical Industry Stabilization Growth Work Plan (2025-2026)" aims for an average revenue growth rate of approximately 3.5% and to exceed 10 trillion yuan in revenue by 2026, addressing challenges such as external shocks, insufficient domestic demand, and irrational competition [1][2]. Group 1: Key Objectives - The plan emphasizes the importance of the mechanical industry as a cornerstone of industrial economy and a vehicle for modern industrial system development [1]. - It sets specific targets for revenue growth and the cultivation of competitive small and medium enterprises and industry clusters with international competitiveness [1]. Group 2: Key Tasks - The plan outlines 14 key tasks focusing on both supply and demand sides, including enhancing existing market potential and fostering new demand through emerging economic sectors [2]. - It highlights the need for technological upgrades and the large-scale application of intelligent manufacturing equipment across various sectors [2]. Group 3: Industry Reforms - The plan calls for deepening reforms to modernize the governance system and capabilities within the mechanical industry, addressing the issue of intense competition [2][3]. - It emphasizes the establishment of a unified national market, improved intellectual property protection, and the creation of a favorable business environment [3]. Group 4: Implementation Measures - Three key measures for implementation include strengthening departmental collaboration, increasing policy support, and establishing a risk warning mechanism for the mechanical industry [3]. - The plan encourages local governments to develop supportive policies and aims to reduce the overall cost and tax burden on enterprises [3].

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has released a plan aimed at stabilizing and promoting growth in the machinery industry from 2025 to 2026, targeting an average annual revenue growth rate of approximately 3.5% and aiming to exceed 10 trillion yuan in revenue [1] Group 1: Industry Goals and Objectives - The plan aims to maintain a stable and positive operational trend in the machinery industry, enhance the resilience and safety of key industrial chains, and improve the quality and efficiency of development [1] - It emphasizes the importance of the machinery industry as a foundational and strategic sector for the national economy, national defense, and public welfare [1] Group 2: Key Tasks and Measures - The plan outlines three main areas with 14 key tasks and three supporting measures to stimulate industry growth [1] - It focuses on expanding effective demand by tapping into domestic market potential, fostering new demand, and promoting digital transformation and intelligent upgrades in the industry [2] - The plan addresses the need to enhance the supply capacity of quality equipment by improving innovation capabilities, strengthening supply chain resilience, and developing intelligent equipment and systems [2] - It highlights the importance of integrating emerging technologies such as artificial intelligence and quantum technology into the machinery sector [2] Group 3: Enhancing Industry Vitality - The plan proposes measures to alleviate operational pressures on machinery enterprises, improve governance levels, and foster a conducive development ecosystem [3] - It includes initiatives to cultivate high-quality enterprises and promote regional coordinated development, leveraging existing financial resources and policy channels to support enterprise growth [3][4] - The plan aims to nurture world-class companies in key sectors and develop a range of high-tech and specialized enterprises [3] Group 4: Financial Support and Market Impact - The national industrial-financial cooperation platform is designed to integrate financial resources with industry needs, providing diverse financing channels and services to support enterprise innovation and expansion [4] - The utilization of industrial development funds is expected to offer long-term financial support for breakthroughs in critical technology areas and emerging markets [4] - High-quality enterprises in the machinery sector are seen as vital to the prosperity of the capital market, enhancing overall market quality and attractiveness [4]

中新社北京9月29日电(记者刘育英刘亮)中国工业和信息化部等六部门29日发布《机械行业稳增长工作 方案(2025—2026年)》，提出2025—2026年力争机械行业营业收入平均增速达到3.5%左右，到2026年营 业收入突破10万亿元人民币，培育一批具有竞争力的中小企业特色产业集群和具有国际竞争力的产业集 群等目标。 《工作方案》明确从供需两侧协同发力、多措并举推动机械行业稳定运行，提出3方面14项重点任务。 在全方位扩大装备有效需求方面，针对机械行业70%的需求来自基础设施建设和国民经济各行业新上或 更新改造设备投资，也是稳出口主战场的特点，工作方案从国内国外两方面，提出深挖国内存量市场潜 力、培育壮大新需求、着力扩大有效投资、推动产业数字化转型智能化升级、深化开放合作等5项任 务。 在提升优质装备供给能力方面，工作方案提出加快推动科技创新和产业创新深度融合，培育发展新质生 产力，着力提高重点产业链供应链韧性和安全水平，加快发展智能装备和智慧服务，提升质量水平和品 牌影响力。 方案还提出，优化空间布局，不断提升服务企业的能力和水平，加快培育世界一流装备企业，推动中小 企业专精特新发展。(完) 工信部表示， ...