人民币要变得更"值钱"了？ 这不是猜测，而是一位懂经济的前市长给出的清晰判断。 黄奇帆最近提出，今后十年，人民币对美元汇率可能会从现在的7.0左 右，逐步升值到6.0左右。 这意味着，同样数量的人民币，未来在国际上能换到更多的美元。 这不仅仅是数字游戏，它关乎我们每一个人的钱包。 出国留学、海淘购物、企业进口原材料，成本都可能因此降低。 但更重要的是，这股信心的底气从何 而来？ 黄奇帆将答案指向了中国经济最坚实的底盘——我们的制造业。 这不是凭空而来的预言，而是一系列深刻变革正在发生的自然结果。 过去十年，中国制造业经历了一场静悄悄但意义深远的蜕变。 最直观的表现是份额，中国的工业增加值已经占到全球总量的32%。 这形成了一个"三个三分 之一"的全球格局：中国制造约占三分之一，所有发达国家加起来占三分之一，其余发展中国家占三分之一。 在近现代工业史上，只有英国和美国曾长期维 持过全球工业三分之一比重的地位，中国是第三个。 这个份额的背后，是结构的根本性优化。 出口商品的面貌已经焕然一新。 如今，每十件中国出口的商品中，有六件是高端装备和电子产品，工业制成品在 总出口中的占比高达90%。 我们熟知的汽车、造船、 ...

第二，我国在汽车、造船、高铁、电力装备、新能源（光伏）等五大领域已形成全球竞争优势；在高端装备、航空航天、生物医药、新材料、数字经济、人 工智能等领域实现从跟跑到并跑的跨越。当前出口中60%为高端装备与电子产品，工业品占比达90%。 第三，产业链完整度与自主性增强。我国是唯一拥有联合国全部41个工业大类、200个中类、500个小类及700多个细类的国家。加工贸易比重已从过去50% 以上降至不足20%，80%以上出口产品实现国内附加值占比超80%，产业链集群效应显著。 与此同时，外资结构持续优化。尽管面临外部压力，我国实际利用外资规模在过去十年翻番，年均约1200亿美元。外资呈现"项目数减、投资额增"的特点， 集中于高技术、高资本密度领域。外资企业贡献了全国约30%的出口、50%的高附加值装备与电子类产品出口，以及15%的工商税收。 北京商报讯（记者 岳品瑜 董晗萱）12月21日，在2025深圳香蜜湖金融年会上，重庆市人民政府原市长黄奇帆就我国经济发展提出见解。 黄奇帆认为，当前我国外贸成绩卓著，是过去十年中国制造业深层变革与高质量发展的自然结果。 具体来看，首先，我国工业增加值占全球比重已达32%，形成"三个 ...

Core Insights - Shenkai Sliding Bearing Co., Ltd. is intensifying its strategic focus on high-end equipment and R&D capabilities, establishing a new R&D headquarters in Shanghai and subsidiaries for gas turbines and deep-sea wind power [1][4] Strategic Layout - The company is prioritizing deep-sea wind power, gas turbines, and nuclear power as key growth areas, with plans to develop high-reliability thick-walled sliding bearings and customized solutions [2][3] - The establishment of a subsidiary in Shandong aims to enhance manufacturing capabilities for power equipment and specialized ship components, facilitating close supply and customized services for key clients [3] R&D Enhancement - The new R&D headquarters in Shanghai will focus on advanced materials, smart bearings, gas turbines, nuclear power equipment, and deep-sea wind power, with an investment capped at 50 million yuan [4] - The company plans to increase R&D investment to over 6% by 2026 and 8% by 2028, aiming to improve overall R&D, design, and process capabilities [4] Industry Positioning - As the first listed company in thick-walled sliding bearings in China, Shenkai has a diversified business structure, covering 55%-65% of components in power generation equipment and 12%-25% of its value [5] - The power equipment sector is in a long-term expansion phase, driven by industrial electrification and other technological demands, presenting significant investment opportunities for the company [5]

12月4日，由中国电力企业联合会电力装备及供应链分会主办的2025电力装备质量提升与高质量发展技术交流会在 陕西西安举办。会议以"创新为核，绿智为翼，提升电力装备质效水平"为主题，积极响应国家能源局等部门《关于 推进能源装备高质量发展的指导意见》相关政策要求，以主旨报告、专题发言、成果展示等形式，聚焦电力装备质 量管控体系完善与效能提升进行深入交流。中电联副秘书长兼电力装备及供应链分会会长丁永福，中国西电电气股 份有限公司党委书记、董事长赵永志出席会议并致辞；国家智能制造专家委员会副主任、工业和信息化部装备工业 司原司长张相木，以及陕西省工业和信息化厅、西安市工业和信息化局有关领导出席会议。 丁永福在致辞中指出，当前新一轮科技革命和产业变革加速演进，绿色、低碳、智能已成为能源电力发展的主旋 律，这既为我国电力装备产业带来了前所未有的发展机遇，也对我们提升自主创新能力、突破关键核心技术、推动 产业优化升级提出了更高、更紧迫的要求。在新型电力系统建设承上启下、攻坚突破的"十五五"时期，电力装备产 业链上下游要继续协同创新，促进产学研用深度融合，提升产业链供应链韧性和安全水平，为保障能源安全稳定供 应提供坚强支撑。 ...

12月10日，在教育部召开的新闻发布会上，教育部学位管理与研究生教育司司长吴刚介绍，"目前已经 有59名工程硕士、3名工程博士以实践成果获得学位，成为人才培养打破传统学术评价标准、接轨产业 实际需求的重要标志和'破五唯'的重要探索。" 智通财经记者注意到，近期已有多所高校公布了第一批以实践成果申请并获授博士学位的工程博士。 12月15日，"西北工业大学"微信公众号发布消息：12月15日，经西北工业大学第十一届学位评定委员会 第七次会议审议通过，AG600系列总设计师、2020级博士研究生黄领才被正式授予工程类博士专业学 位，成为西工大首位、国内第一批以实践成果申请并获授博士学位的工程博士。 消息介绍，今年1月1日，《中华人民共和国学位法》正式实施，首次从法律层面将"实践成果"与"学位 论文"并列作为学位授予依据，为打破"唯论文"评价桎梏、推动研究生教育评价改革提供了强有力的法 律支撑。在此之前，西工大已开始尝试探索以实践成果申请学位的工程硕博士培养体系重构，构筑 了"总师型"工程博士的"1→0"特色培养体系，培养学生学会挖掘"1→0"问题，将论文和实践成果产出在 国家重大需求和重点型号上。 2020年，黄领才 ...

Core Viewpoint - Xuchang is undergoing high-quality development, leveraging its historical and cultural heritage while focusing on innovation and urban improvement to enhance its competitiveness in the region [1][2]. Group 1: Development Achievements - Xuchang has been recognized as a national pilot for "waste-free city" construction and is the only all-region national urban-rural integration development experimental zone in the province [1]. - The city has maintained its status as a national civilized city and has won the "Double Support" model city award for six consecutive years, reflecting its commitment to high-quality development [1]. - The city ranks first in the province for economic output, with nearly 20,000 industrial enterprises and 549 high-tech companies contributing to its growth [2]. Group 2: Cultural and Historical Significance - Xuchang's rich history includes being the capital of the Wei Kingdom during the Three Kingdoms period, which has significantly influenced its cultural identity [5][6]. - The city hosts various cultural events, such as the Three Kingdoms Cultural Tourism Week, which have generated over 100 billion yuan in economic cooperation and attracted over 40 million tourists annually [6]. Group 3: Economic and Industrial Development - Xuchang is focusing on upgrading its industrial structure, with significant investments in high-quality industrial projects and a push for digital transformation [7][8]. - The city has seen a doubling of its import and export volume during the 14th Five-Year Plan period, reaching over 130 billion yuan [7]. Group 4: Social and Governance Improvements - Xuchang has implemented comprehensive public service standards, achieving full coverage of home-based elderly care services and creating over 257,000 urban jobs [9]. - The city has innovated in government services, ensuring that all municipal services can be completed with minimal visits, enhancing efficiency for businesses and residents [9][10]. Group 5: Future Goals and Vision - Xuchang aims to become a leader in smart power, quality consumption, new materials, green development, and digital economy, reflecting its ambition for future growth [6][8]. - The city is committed to integrating the spirit of recent national conferences into its development strategy, focusing on reform and innovation to contribute to modernization efforts [10].

Core Insights - The article highlights the significant achievement of TBEA Co., Ltd. in exporting high-end power equipment, specifically the successful testing of 26 ±500 kV flexible DC transformers for the Saudi Central South project, which is a key part of Saudi Arabia's Vision 2030 energy transition strategy [1][2] Group 1: Project Details - The Saudi Central South project is the highest voltage level and largest capacity hybrid bridge topology flexible DC project globally, with a total transmission capacity of 7 million kW, capable of meeting the electricity needs of approximately 13 million people [1] - The transformers developed by TBEA feature a single-column capacity of 366.7 MVA, which has no prior engineering application precedent in the industry [2] - The project team achieved several original breakthroughs, including the design of the largest core diameter structure and plug-in installation technology for valve-side bushings, ensuring precise assembly [2] Group 2: Market Trends - Global demand for transformers is surging due to the rapid expansion of AI computing power and renewable energy stations, providing opportunities for Chinese power equipment companies to expand internationally [3] - China's transformer exports have shown rapid growth, with a total export value of 46.48 billion yuan from January to September 2025, marking a year-on-year increase of 39.9% [3] - TBEA's international product contracts in the power transmission and transformation sector exceeded 1.2 billion USD in the first three quarters of 2025, reflecting a year-on-year growth of over 80% [3] Group 3: Technological Innovation - Continuous technological innovation is a crucial driver for the international expansion of China's power equipment, exemplified by TBEA's flexible DC transformers and the world's first 500 kV plant oil transformer developed by the Southern Power Grid [3][4] - China's transformer production capacity now accounts for over 60% of the global market, positioning the country as a key player in providing essential power solutions for global energy transitions [4]

Core Viewpoint - Dongfang Electric achieved a net profit attributable to shareholders of 2.97 billion yuan in Q1-Q3 of 2025, representing a year-on-year increase of 13.0% [1] - The company reported a net profit of 1.06 billion yuan in Q3 of 2025, with a year-on-year growth of 13.2% [1] - The company is expected to experience significant performance elasticity due to a peak in coal and nuclear power deliveries in 2025, supported by a stable increase in orders [1] Financial Performance - The gross profit margin has improved quarter-on-quarter, indicating better cost management and operational efficiency [1] - The order backlog remains robust, with a steady increase in effective orders throughout the first three quarters of 2025 [1] Future Outlook - The clean and efficient energy equipment orders in Q3 of 2025 have shown a year-on-year increase, suggesting a positive trend in demand [1] - The pumped storage business is anticipated to contribute to future earnings, while there is potential for improved profit margins in wind power [1] - The company maintains a "buy" rating, reflecting confidence in its growth prospects [1]

Core Viewpoint - The renewable energy sector is becoming the mainstay of installed capacity and electricity supply, facing multiple challenges such as reliable supply, grid integration, safety, stability, and electricity costs. The recent certification of 32 new products by TBEA provides critical solutions to these challenges [1] Group 1: Product Certification - TBEA's 32 new products have passed national-level certification, as hosted by the China Machinery Industry Federation [1] - Among the certified products, 27 are at an international leading level, and 5 are at an international advanced level, with several core technologies filling industry gaps [1] Group 2: Industry Support - The new products cover the entire industry chain, including transformers, high-voltage switches, medium and low-voltage complete sets, and secondary protection [1] - These achievements provide solid support for China's goal of accelerating the construction of a new power system [1]

Core Insights - The article highlights the increasing importance of new energy sources in the power supply system, which faces multiple challenges such as reliable supply, grid integration, safety, stability, and electricity costs [1] - TBEA's 32 new products have passed national-level certification, with 27 achieving international leading standards and 5 reaching international advanced levels, addressing key industry challenges [1][3] Group 1: Product Development - TBEA's new products cover the entire industrial chain, including transformers, high-voltage switches, medium and low-voltage assemblies, and secondary protection, providing strong support for building a new power system in China [1] - The company has expanded its focus from single transformer products to a broader range of areas, including switches, secondary protection, and power electronics, enhancing its industrial capabilities [3] Group 2: Industry Impact - The advancements in TBEA's technology and product offerings are expected to create significant economic benefits for society and contribute to the development of the industry [3] - TBEA aims to accelerate its transformation into a technology-driven manufacturing enterprise, emphasizing innovation and the development of high-end power equipment that showcases Chinese intelligence and quality on the global stage [3]