Tax Contribution - During the "14th Five-Year Plan" period, the total tax revenue from state-owned enterprises in Qingdao remained stable at over 14 billion, representing a 46.7% increase compared to the end of the "13th Five-Year Plan" [4][20]. Social Welfare - The construction of transportation hubs has accelerated, including the world's largest and longest underwater highway, the Jiaozhou Bay Second Tunnel, which is being advanced by Guoxin Group [4][23]. - The Jiaodong International Airport has won the Excellent Service Quality Award for airports with over 10 million passengers for the third consecutive year [4][23]. - Public transport improvements have enhanced travel experiences, with annual passenger volume exceeding 940 million [4][23]. - Infrastructure projects, such as the largest LNG receiving station in the country and the comprehensive renovation of old heating pipelines, have been implemented [4][23]. Industry Leadership - Seven enterprises, including Qingdao Beer, Aucma, and Haigang, have been cultivated as "chain leaders" in the food and beverage, smart home appliances, and high-end chemical industries [5][24]. Asset Management - The Qingdao State-owned Assets Supervision and Administration Commission has developed a three-year action plan to revitalize idle assets, establishing an asset ledger and guiding enterprises in formulating revitalization plans [25]. - A dual-driven platform has been created for asset revitalization, including an online cloud platform for asset management and a physical platform for market-driven operations [25][26]. Innovation and Digital Transformation - The Qingdao State-owned Assets Supervision and Administration Commission has implemented a special action plan to cultivate new productive forces, with R&D funding expected to exceed 3.3 billion by 2025, more than doubling from 2020 [28]. - A digital transformation action plan for state-owned enterprises has been established, significantly enhancing digital management capabilities in finance, investment, and procurement [29]. - Notable achievements include the establishment of the first "Lighthouse Factory" in the global beer and beverage industry by Qingdao Beer and the development of the first autonomous train operation system in the country by the Metro Group [29].

冬日的黄海之滨海潮澎湃。日前开工的百亿级PVA及下游产业链项目建设现场风生水起，成为滨海沿海 产业发展热气腾腾的生动写照。 （来源：新华日报） 今年以来，滨海沿海发展势头愈发强劲：江苏国信滨海港高效清洁燃煤发电项目全面建成投产，年发电 量达100亿千瓦时；投资60亿元的海洋智算中心项目开工；滨海港区新开通阿联酋、约旦2条滚装汽车航 线；全国首座LNG冷能交换中心即将运营……昔日荒芜的海边滩涂，正加速蝶变为盐城市向海图强的 重要门户。 □ 本报记者 梅剑飞 张文婧 沿海，是滨海最坚实的发展底气。滨海县委书记吴启标表示，将坚定不移向海逐绿、向新而行，因地制 宜发展海洋新质生产力，着力提高海洋经济的含绿量、含金量，打造江苏沿海经济带新兴"蓝色增长 极"。 通讯员 魏为 李想 "落户滨海，就是看中这里得天独厚的LNG冷能资源。"项目负责人徐达表示。企业厂房紧邻全国规模最 大LNG储备基地，与LNG冷能交换中心仅一街之隔。未来，企业采用LNG冷能替代传统电能进行加 工，预计可降低三分之一的制冷成本，为高耗能行业探索低碳发展新路径。 站在码头远眺，中国海油盐城"绿能港"的10座LNG储罐如珍珠般镶嵌在海岸线上。"我们正探 ...

Core Insights - The marine production value of Yantai City is projected to increase from 214.8 billion yuan in 2020 to 281.6 billion yuan by 2024, with an average annual growth rate of 7% [1][2] - It is expected that the marine production value will exceed 300 billion yuan this year, accounting for over 26% of the city's GDP, placing it among the top coastal prefecture-level cities in China [1][2] Industry Development - The city has implemented a series of policies to promote marine economic development, including the "Implementation Opinions on Accelerating the Construction of a Marine Strong City" and the "Three-Year Action Plan for Promoting Marine Economic Demonstration Zone Construction" [1] - The first marine development blue paper at the prefecture level in the country, titled "Yantai Marine Development Report," has been published, showcasing significant achievements in marine economic development [1] Industry Structure and Performance - The structure of the marine industry has been optimized, with the ratio of the three marine industries changing from 9:31:60 in 2020 to 9:30:61 in 2024 [2] - Ten marine-related industries have entered the top three in the province, with marine mining, marine engineering equipment, marine power, and seawater desalination industries ranking first in added value within the province [2] Industry Clusters - Yantai has established several provincial-level modern marine characteristic industrial clusters, including Long Island marine fisheries, Penglai marine engineering equipment, and Zhifu marine cultural tourism, ranking second in the province for the number of such clusters [2]

Core Viewpoint - Yantai's marine industry is continuously strengthening, with significant growth in various sectors, including modern fisheries, marine tourism, marine mining, and emerging marine industries, indicating a robust development trajectory for the region's economy. Group 1: Marine Industry Development - Yantai's aquatic product output is projected to reach 1.998 million tons in 2024, representing a 15.7% increase from 2020 [2] - The city has been selected as one of the first pilot cities in the province for the deep-sea fish full industry chain quality improvement [2] - The establishment of 46 large-scale marine ranches has been completed, with some reef areas showing a 63% increase in basic productivity and a 5.6-fold increase in biomass [2] Group 2: Marine Chemical and New Energy Industries - Major industrial projects, including the Yulong Island refining and chemical integration project with a total investment of 126 billion yuan, are being launched [2] - The first marine hydrogen ammonia-methanol integrated project in the country has been established [2] - The offshore wind power installed capacity has surpassed 2.2 million kilowatts, ranking first in the province [4] Group 3: Marine Tourism and Events - Yantai has been awarded the "International Garden City" gold medal and is striving to create three national-level tourist resorts [3] - The city has successfully hosted significant marine events, including the National Power Surfboard Open and the National Sea Fishing Elite Invitation Tournament [3] - Domestic and international tourist reception has exceeded 98 million visits annually [3] Group 4: Marine Mining and Resources - A giant underwater gold mine, the largest in Asia, has been discovered in the northern waters of Sanshan Island, with proven gold reserves exceeding 3,900 tons, accounting for approximately 26% of the national total [3] Group 5: Emerging Marine Industries - The marine engineering equipment cluster has been recognized as a national advanced manufacturing cluster, with an industry chain output value of 48 billion yuan [4] - The marine biopharmaceutical sector has seen significant advancements, including the approval of innovative marine-derived drugs and the establishment of a marine microbial medicinal resource bank [4] - The desalination capacity has reached 302,000 tons per day, accounting for about 10% of the national total [4]

| 序号 | 名称 | 接待机构数量 | 接待方式 | 接待人员 | 接待地点 | 接待日期 | 公告日期 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 步科股份 | 47 | 现场参观 | 董事长、总 ... | 深圳市南山 ... | 2025/12/11 | 12月15日 | | 2 | 凯众股份 | 32 | 特定对象调研 | 公司董事长 ... | 上海市浦东 ... | 2025/12/11 | 12月15日 | | 3 | 中集集团 | 24 | 路演活动,一 ... | 中集集团董 ... | 北京 | 2025/12/11 | 12月15日 | | 4 | 浙江鼎力 | 10 | 公司现场接待 | 董事会秘书 ... | 公司会议室 | 2025/12/9 | 12月15日 | | 5 | 特宝生物 | 9 | 公司现场接待 | 董事长、总 ... | 公司会议室 | 2025/12/11 | 12月15日 | | 6 | 国机精工 | 6 | 特定对象调研 | 董事长 蒋 ... | 国机精工会 ... | 2025/1 ...

证券代码：000039、299901 证券简称：中集集团、中集 H 代 中国国际海运集装箱（集团）股份有限公司 投资者关系活动记录表 编号：2025-19 投 资 者 关 系 活 动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 √路演活动 □现场参观 □其他 （请文字说明其他活动内容） 参 与 单 位 名 称 及人员姓名 一对一： 新华保险、嘉实基金、中金基金、中金资管、中信建投自营、国 寿资产 参加一对多专场论坛的机构有： 长江证券、源峰基金、大家资管、阳光保险、融通基金、东方基 金、中信资管、天弘基金、华夏久盈、光大永明、兴合基金、华 夏未来、中交资本、慎知资产、仁桥资产、风炎私募、日挥控股 株式会社、北京鑫顺资本等 时间 2025 年 12 月 11 日 地点 北京 上市公司 接待人员 姓名 中集集团董事会秘书 吴三强 中集集团投资者关系高级经理 巫 娜 中集集团投资者关系经理 韩晓娜 投资者关系活 动主要内容介 绍 此次系列调研主要交流内容包括： 1、当前公司海工的订单结构如何？对于海工板块未来的接单方 接单方面，公司还是聚焦高质量、高端装备订单，油气订单以 FPSO/F ...

Group 1 - The Central Economic Work Conference held on December 10-11 outlined China's economic direction for 2026, emphasizing a long-term positive trend and the need for confidence in facing challenges. Key tasks include focusing on domestic demand, innovation, and reform [2][7] - Beijing Weilan New Energy Technology Co., known as China's "first solid-state battery stock," has initiated its IPO process on the A-share Growth Enterprise Market, aiming for large-scale production of solid-state batteries by 2027 [2][7] - The U.S. stock market showed mixed results, with the Dow Jones reaching a historical high while the Nasdaq fell nearly 400 points due to concerns over tech stock valuations, particularly after Oracle's disappointing earnings report [2][7] Group 2 - Shandong Province has introduced a housing "old-for-new" policy to stimulate housing consumption, which includes various models for upgrading homes and enhancing financial support [3][8] - The price of Moutai has dropped below the psychological threshold of 1499 yuan, indicating a potential industry adjustment as demand weakens and the company faces challenges in returning to consumer markets [3][9] - Mexico's new law imposing tariffs of up to 50% on goods from countries without free trade agreements, including China, could impact Chinese industries such as automotive and textiles, prompting companies to adapt their supply chains [3][9] Group 3 - Many companies, including China National Offshore Oil Corporation and China Shipbuilding Industry Corporation, have secured orders extending to 2028, indicating strong business growth prospects due to industry recovery and capacity release [4][10] - Recent adjustments to six major indices, including the CSI 300, will lead to corresponding changes in large-scale index funds, enhancing the representation of technology sectors and benefiting investors in advanced manufacturing [4][10] - SoftBank's investment in OpenAI has faced challenges, leading to a significant drop in its stock price and market capitalization, as concerns about profitability and competition from Google arise [5][10] - The Chinese film market is projected to exceed 50 billion yuan in 2025, driven by successful domestic productions and an expanding "film +" ecosystem that enhances overall consumption [5][10]

谋篇"十五五" 聚力产业升级 烟台冲刺绿色低碳高质量发展示范城市 构建烟台特色产业新格局 今年以来，全市上下坚决扛牢"走在前、挑大梁、作贡献"使命担当，奋力拼搏、埋头苦干，经济社 会发展呈现良好势头。主要经济指标放量增长，前三季度地区生产总值增长6.4%，增幅居全国27个万 亿城市和全省16市首位，全年将超额完成年初预定的增长5.5%的目标。 "十五五"期间，烟台将深入实施科教强市、人才兴市、创新驱动发展战略，全面增强自主创新能 力，提升全要素生产率，巩固增强创新在现代化强市建设中的核心地位。 强化重大战略科技力量支撑。烟台将加快建设高能级科创平台，放大先进药物递释系统、高性能有 机光学聚合物与先进制造业技术全国重点实验室、国际微纳制造创新中心等示范效应，新建一批海工装 备、先进核能、航空航天领域技术创新载体。加快建设环磁山国际科研走廊、夹河幸福新城、国际生命 科学城、南航国际创新智谷等创新地标。强化科学研究、技术开发原始创新导向，提高基础研究投入比 重，支持驻烟高校、科研院所和重点实验室等攻克关键核心技术、孵化标志性原创成果。 推动科技创新和产业创新深度融合。烟台将持续强化企业科技创新主体地位，推动创新资源 ...

Core Insights - Zhanjiang is leveraging its modern fishery development capabilities to attract national tourism and enhance its economic growth through various marine industries [2][4]. Group 1: Modern Fishery Development - Zhanjiang has achieved breakthroughs in local artificial breeding technology for the Zhanjiang large yellow croaker and has delivered the world's first floating dynamic positioning net cage vessel, "Zhanjiang Bay No. 1," advancing the entire fishery industry chain into deeper waters [2][7]. - The fishery economy in Zhanjiang is projected to maintain strong growth during the 14th Five-Year Plan, with a total fishery output of 1.31 million tons and a fishery output value of 29.4 billion yuan in 2024, representing a 30% increase from the end of the 13th Five-Year Plan [2][4]. Group 2: Emerging Marine Industries - Zhanjiang is actively cultivating emerging marine industries such as marine renewable energy, marine pharmaceuticals, and marine new materials, with the wind power total installed capacity reaching 1.5 million kilowatts [12][13]. - The development of the horseshoe crab industry chain has been established, with rapid diagnostic technology based on horseshoe crab blood significantly reducing the time for clinical testing [9][12]. Group 3: Infrastructure and Innovation - Zhanjiang has built four major marine ranch clusters and leads the province in deep-sea aquaculture scale, with over 3,500 HDPE cages and a total aquaculture water body of 18.6 million cubic meters [8][14]. - The city is focusing on creating a modern marine ranch and enhancing the marine industry system, including seed industry innovation, breeding expansion, equipment upgrades, and industrial clustering [4][8].

江苏区域创新能力跃升至全国第二，特别是基础研究取得新的突破，苏州实验室升级为国家实验室，五年来共有6项成果入选"中国科学十大进展"。与"十 三五"末相比，全省高新技术企业数量增长超70%，近九成的专利授权由企业创造、超八成的科技平台和高层次人才都在企业。制造业高质量发展指数连 续五年全国领先，国家先进制造业集群数量居全国第一。动力电池、新型电力装备、集成电路、节能环保、生物医药、软件、海工装备、轨道交通装备等 战略性新兴产业规模位居全国第一。全省未来产业核心企业总数超3100家，营收规模超7500亿元，占战略性新兴产业比重约10%左右。其中，合成生物、 新型储能、氢能等产业整体发展水平全国领先。"江苏制造"叫得更响：从C919大飞机的关键部件，到全球领先的盾构机；从新能源汽车到智能家电，江 苏制造的身影已经遍布全球。 江豚、东方白鹳……珍稀物种齐聚江苏 江苏做好"区域互补、跨江融合、南北联动"大文章。长江经济带和长三角一体化发展联动推进，比如说长江江苏段只占长江通航里程的1/7、承担的货运 量占到了70%，长三角生态绿色一体化发展示范区成为跨区域协作的生动样板。南北结对帮扶，差距不断缩小。统筹推进新型城镇化和 ...