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泉州和济南谁潜力大?泉州民营经济占优,济南呢?
Sou Hu Cai Jing· 2025-06-11 14:53
Economic Overview - Quanzhou has a population of 8.914 million and a GDP of 1.31 trillion yuan for 2024, with a year-on-year growth of 6.5% [1] - Jinan has a population of 9.515 million and a GDP of 1.35 trillion yuan for 2024, with a year-on-year growth of 5.4% [1] - Jinan excels in economic total and service industry capabilities, benefiting from provincial resource aggregation [1] Healthcare Resources - Quanzhou has 7 tertiary hospitals with a bed density of 6.8 per thousand people [4] - Jinan has 25 tertiary hospitals with a bed density of 9.3 per thousand people, leading in high-end medical resource concentration [4] Higher Education and Innovation - Quanzhou has 12 universities with a research funding intensity of 2.3%, focusing on digitalization in textiles and semiconductors [6] - Jinan has 52 universities with a research funding intensity of 2.8%, supporting innovation in aerospace information and biomedicine [6] Industrial Competitiveness - Quanzhou's key industries include textiles and new sectors like semiconductors, with a 7.8% increase in industrial added value for 2024 [9] - Jinan is recognized for advanced manufacturing, with significant production in heavy trucks and a 150% increase in new energy vehicle output [9] Transportation Hub Status - Quanzhou relies on the Fuxia high-speed railway and has a port with a cargo throughput of 120 million tons for 2024 [11] - Jinan has a port with a throughput exceeding 10 million tons and a high-speed rail network of 520 kilometers, enhancing its strategic value [11] Tourism and City Branding - Quanzhou attracts over 100 million tourists in 2024, leveraging its maritime trade heritage [13] - Jinan generates over 120 billion yuan in tourism revenue, benefiting from its natural springs and cultural attractions [13] Livelihood and Urban Balance - Quanzhou's per capita disposable income is 52,000 yuan, with a rural-urban income ratio of 2.3:1 [15] - Jinan's per capita disposable income is 54,000 yuan, with a more balanced rural-urban income ratio of 2.0:1 [15] Urban Strength - Quanzhou has an urban area of 230 square kilometers and an urbanization rate of 71.19% [17] - Jinan has a larger urban area of 865.6 square kilometers and a higher urbanization rate of 76.2% [17] Industrial Transformation Potential - Quanzhou focuses on intelligent upgrades in textiles and new energy sectors, with a digital economy growth of 18.3% [19] - Jinan emphasizes aerospace information and biomedicine, with a high-tech manufacturing value increase of 14.4% [19] Summary of Strengths - Quanzhou excels in private economic vitality and maritime economic resilience, leveraging its manufacturing clusters and global trade networks [21] - Jinan leads in economic total, per capita GDP, innovation, transportation, tourism, and public services, showcasing its provincial capital advantages [23] Conclusion - Quanzhou is recognized for its dynamic private sector and maritime industry, while Jinan is noted for its comprehensive urban strength and innovation capabilities [25][27]
外贸第一线:逆风中奋进 中国经济韧性彰显
Yang Shi Wang· 2025-04-29 12:48
Group 1 - The article highlights the challenges faced by Chinese foreign trade enterprises due to the imposition of tariffs by the United States, which disrupts global trade rules [1] - Chinese economy demonstrates resilience and vitality by diversifying markets, increasing investment in technology research and development, and enhancing policy support for foreign trade enterprises [1] - In Luoyang, a steel furniture company has successfully attracted foreign orders by exploring new market opportunities, despite facing tariff impacts [3] Group 2 - The steel furniture produced in Luoyang is exported to over 100 countries, with a total output value nearing 20 billion yuan [3] - The company identified a market opportunity for steel furniture as a durable alternative to wooden furniture, which is prone to damage in humid climates [5] - Since April, the company has hosted over 20 domestic and foreign distributors interested in their products [5] Group 3 - In Jinjiang, the textile and footwear industry is adapting to export pressures from U.S. tariffs by expanding its market reach, with exports to Europe increasing from 30% to 55% and to South America rising to 25% [6] - The industry is leveraging the Belt and Road Initiative to significantly increase order volumes [6] - Jinjiang enterprises are innovating with new materials and technologies, such as carbon fiber and AI applications, attracting customers willing to place orders on-site [8] Group 4 - Jinjiang's textile and footwear companies are diversifying their offerings by exporting not only finished products but also supply chains, including fabrics and hygiene products [10] - This trend of supply chain exports is becoming increasingly common in Jinjiang this year [10]
宏观|我国对美出口贸易的省市维度观察
中信证券研究· 2025-04-28 00:14
文 | 杨帆 玛西高娃 ▍ 我国对美出口贸易在省际层面呈现出东部集中、区域分化和集群支撑的三重特征 。 第一,我国对美出口高度集中于东部沿海省份,2 0 2 3年以来前五大省份贡献了7 2 . 3%的出口额,前八大省份合计贡献8 4 . 9%,其中广东和浙江 出口动能更为强劲,两者分别贡献了2 5 . 1%和1 6 . 6%。不过前五大外贸大省在面对关税2 . 0的表现,出现了分化,山东和浙江可能抢出口诉求更 强,上海和广东略靠后。出口交货值视角也基本印证上述结论,当前上海在出口交货值增速上较为疲弱。 我国分省市对美出口整体呈现出东部集中、区域分化和产业集群支撑的三重特征。其中,广东和浙江等东部沿海省份是出口主力,山西和河南等 中部省份对美出口依赖偏高。同时结合商品结构层面,我国各省市对美出口贸易呈现商品出口中心度较高、总体依赖度不高且结构多元的特征。 第一,从出口中心度来看,机电设备、纺织鞋服和家具类是支撑出口的核心品类,不同省份在这些品类上的中心度高低差异明显。第二,从对美 出口依赖度来看,大部分省市总体依赖度不高,大部分省份在主要品类上的依赖度低于5%,另外,沿海地区整体呈现出产业链多元、出口商品 类别 ...
关税风暴下,这个省份最受冲击
盐财经· 2025-04-22 09:40
Core Viewpoint - The article discusses the resurgence of a trade war initiated by former President Trump, who has imposed significant tariffs on imports, particularly targeting China, which has led to volatility in global trade and significant impacts on various provinces in China [2][3][5][6]. Group 1: Tariff Imposition and Market Impact - On April 2, 2025, Trump signed an executive order imposing a minimum 10% tariff on all imports, with additional tariffs on over 60 countries, including a 34% tariff on China [5][6]. - Following the announcement, U.S. stock markets reacted negatively, with the S&P 500 and Nasdaq experiencing declines of 4.85% and 5.99%, respectively [2]. - By April 9, the tariffs on China escalated to 125%, indicating a rapidly changing trade environment [5][6]. Group 2: Export Dependency of Chinese Provinces - In 2024, China's total exports to the U.S. reached $524.7 billion, with significant contributions from provinces like Guangdong ($133.4 billion), Zhejiang ($88.8 billion), and Jiangsu ($83 billion), each holding a 16% share of their respective total exports [9][10][11]. - Zhejiang province has the highest dependency on U.S. exports at 7.0% of its GDP, followed closely by Guangdong at 6.7% [12][13]. - The article highlights that while Guangdong leads in total export volume, Zhejiang and Jiangsu have a similar share of exports to the U.S. [10][11]. Group 3: City-Level Analysis - At the city level, Shenzhen, Suzhou, and Shanghai are among the top exporters to the U.S., but cities like Jinhua and Xiamen have higher export dependency rates, indicating a need for closer monitoring [14]. - Jinhua's exports are heavily focused on light industrial goods, which are more susceptible to tariff impacts [14][26]. Group 4: Industry-Specific Impacts - The article identifies that machinery and electronics account for 40.4% of total exports to the U.S., followed by textiles and furniture, which are more vulnerable to tariff increases [22][23]. - The U.S. has targeted light industrial products for tariffs, suggesting that provinces with significant exports in these categories, like Zhejiang, will face greater challenges [24][26]. Group 5: Adaptation and Resilience - Despite the challenges posed by the trade war, provinces like Jiangsu and Zhejiang are actively implementing support policies for affected industries [15][16]. - The 137th Canton Fair, held in April 2025, reported a significant increase in international participation, indicating resilience in China's foreign trade sector [18]. Group 6: Long-term Economic Outlook - China's reliance on the U.S. market has decreased from 19.2% in 2018 to 14.7% in 2024, suggesting a shift towards diversifying trade partnerships [31]. - The trade war is expected to drive Chinese enterprises towards higher technological advancements and improvements in supply chain management [31].
62个千亿县,谁在领跑?
Hu Xiu· 2025-04-21 09:54
Group 1 - The core viewpoint is that cities with GDP exceeding one trillion and counties with GDP exceeding one hundred billion are essential for regional economic development [2][4] - There are 62 counties in China with GDP exceeding one hundred billion, contributing 7.8% of the national GDP with only 1.3% of the land area [4][6] - The top ten counties by GDP are primarily located in the eastern coastal regions, with eight in this area and two in the central and western regions [8][9] Group 2 - The leading counties in GDP are dominated by Jiangsu and Zhejiang, which together account for about 80% of the total [9][12] - The emergence of new hundred billion counties is expected to continue, with 24 new counties added since 2020 [4][17] - The counties are categorized into three types: manufacturing strong counties, resource-rich counties, and counties surrounding major cities [22][30] Group 3 - The manufacturing strong counties are primarily found in developed coastal provinces like Jiangsu, Zhejiang, and Fujian [23][24] - Resource-rich counties are mainly located in the central and western regions, relying on natural resources for economic strength [30][32] - Counties surrounding major cities benefit from urban spillover effects and have strong economic ties to their respective metropolitan areas [27][35] Group 4 - The article highlights the challenges faced by smaller counties, with many experiencing population decline and economic difficulties [40][45] - It discusses the need for administrative reforms in small counties to address fiscal sustainability and population retention [46][48] - The potential for merging smaller counties is suggested as a solution to reduce administrative costs and improve efficiency [52][54]
关税新政下供应链四大核心演变
科尔尼管理咨询· 2025-04-18 09:55
美国推出新一轮的单边关税政策 1 2025年4月2日,在美国的"解放日"中,美国政府宣布了国家紧急状态并推出了覆盖所有美国贸易伙伴 的"互惠"(reciprocal)关税政策。而在此之前,已经有多项针对其主要贸易伙伴(如中国,加拿大、墨 西哥等)的关税政策出台,部分已经进入执行状态。 在2024年,美国的进出口逆差超过了1.2万亿美元 1 ,在此情况下这一次的关税体现了两个特点,第 一为覆盖范围广——覆盖所有贸易伙伴,即使美国的贸易顺差国家也被加以10%的关税,第二为有针 对性的差异化税率,美国的主要贸易逆差国家和地区被加征更高的关税。 | 2 | | --- | 美国与中国的关税博弈自2018年始, 特朗普开始第二任期后再次升级 本文选自科尔尼 2025 年 4 月 8 日刊发的行业通讯,现全文分享。 中美作为全球最大的两大经济体,2024年中美双边贸易额约6800亿美元,其中美国对中国出口约 1600亿美元,美国从中国进口约5200亿美元,贸易逆差约3600亿美元 2 。 其中中国主要出口机电产品、纺织鞋服、金属制品等,美国主要出口机械电子、农产品、能源等,因 此这些行业中的企业受关税影响较大。 美国政府 ...
消费参考丨耐克供应商华利集团:目前订单正常
2 1 Shi Ji Jing Ji Bao Dao· 2025-04-14 23:43
21世纪经济报道记者贺泓源、实习生谭伊亭 报道 美国关税风暴对运动鞋市场影响似乎还未实际显现。 2025年4月13日晚,耐克主要制鞋供应商华利集团披露的机构调研纪要显示,该公司目前订单正常,各 工厂均正常生产,保证按期交付。"客户没有取消、减少订单的情况,公司也没有收到客户调整出货计 划的通知。"华利称。 此外,华利集团还提到,以往关税都是由品牌客户(进口商)承担。这次关税如果大幅提升,品牌客户 若全部或大部分转嫁给消费者,很可能会影响部分消费者的购买意愿。品牌客户也可能会与运动鞋制造 商讨论成本问题,但是制造商的净利润空间有限,不同盈利能力的制造商面临的压力会有差异。"公司 已经根据美国对越南的关税加征的不同情况,拟定了不同的应对方案,并与客户保持密切的沟通。"华 利称。 4月2日,美国宣布对越南进口产品征收 46%的对等关税,此后,美国称对越南生效的46%惩罚性关税已 延迟90天实施。 4月14日,华利集团报收57.13元/元,涨幅1.76%。 同日,上证消费80指数报收4690.93点,涨幅0.07%。 宏观 德国经济部:美国贸易政策的影响尚未体现在当前的经济指标中 近日,德国经济部表示,美国贸易政策的 ...
2025年福建省泉州市新质生产力发展研判:聚焦县域50条重点产业链,打造未来场景创新示范标杆[图]
Chan Ye Xin Xi Wang· 2025-03-31 00:54
上市企业:火炬电子(603678.SH)、南威软件(603636.SH)、铁拓机械(873706.BJ)、七匹狼 (002029.SZ)、安踏体育(02020.HK) 相关企业:福建省软众数字科技有限公司、科山芯创(福建)科技有限公司、福建科立讯通信有限公 司、福建众益太阳能科技股份公司、泉州三安半导体科技有限公司、嘉泰数控科技股份公司、七星电气 股份有限公司、福建佶龙机械科技股份有限公司、福建兴迅新材料科技有限公、福建众益太阳能科技股 份公司 关键词:福建省泉州市、新质生产力、纺织鞋服、机械装备、新材料、县域重点产业链 一、新质生产力行业概述 新质生产力(New Quality Productive Forces),是2023年9月习近平总书记在黑龙江考察调研期间首次 提到的新的词汇。习近平总书记指出:"概括地说,新质生产力是创新起主导作用,摆脱传统经济增长 方式、生产力发展路径,具有高科技、高效能、高质量特征,符合新发展理念的先进生产力质态。 总的来说,新质生产力是指以科技创新为核心驱动力,以数字化、网络化、智能化、绿色化为特征,以 高端化、智能化、绿色化为方向,以新产业、新业态、新模式为载体的先进生产力 ...