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广西深化与东盟合作深度广度
Jing Ji Ri Bao· 2025-07-09 21:48
对于与东盟国家山海相连的广西而言,区位是优势。眼下,一件件和广西对东盟高水平开放有关的工作 正如火如荼地开展。 6月16日,平陆运河企石枢纽船闸闸室首个中墩顺利封顶;6月29日,中国—东盟人工智能创新合作中心 迎来首批16家东盟企业签约入驻;6月30日,南宁开出至老挝万象跨境货物列车,开辟了一条高效便捷 的国际货运新通道……"十四五"时期以来,广西锚定《西部陆海新通道总体规划》实施,持续推动"硬 联通"和"软联通",促进和东盟经贸往来,不断深化扩大双方合作领域,助推构建更为紧密的中国—东 盟命运共同体。 加速互联互通 近日,随着2号墩0号块浇筑完成,西部陆海新通道的标志性工程——贵州黄桶至广西百色铁路(简 称"黄百铁路")红水河铁路大桥进入上部结构施工新阶段。"十四五"时期以来,中国铁路南宁局集团有 限公司投资超1000亿元加快推进铁路运输主通道、重要枢纽和物流设施建设,补强点线配套能力,推动 新通道逐步实现从"主动脉"到"毛细血管"全面畅通。 在广西面向东盟高水平开放的进程中,西部陆海新通道是一项牵引性工程。"'十四五'期间,广西全面 推进快速网、干线网和基础网建设,加快构建陆海空数'四位一体'互联互通格局 ...
订单亮眼 产能扩张 并购火热 A股公司全球化布局多点开花
Group 1: Core Insights - A-share companies are experiencing significant overseas expansion, with notable achievements in infrastructure, biomedicine, and equipment manufacturing, leading to large overseas orders [2][3] - The shift in Chinese enterprises' overseas strategy is moving from cost-driven to innovation-driven, leveraging advanced supply chains, international talent, and digital technologies [2] Group 2: Large Orders and Competitive Strength - A-share companies have secured substantial overseas contracts, particularly in the infrastructure sector, with notable projects including a $1.6 billion contract for a gas processing plant in Iraq and contracts totaling approximately 5.34 billion yuan for the China-Kyrgyzstan-Uzbekistan railway [3][4] - In the biomedicine sector, companies like Rongchang Bio are accelerating internationalization, exemplified by a licensing agreement with Vor Bio worth up to $4.1 billion [4] - Equipment manufacturing firms are also making strides, with agreements such as a $406 million contract for a conveyor system in Guinea, enhancing their international market presence [4] Group 3: Accelerated Overseas Capacity Layout - Several A-share companies are intensifying their overseas production capacity, viewing local production as a key driver for global competitiveness [6] - Companies like Linglong Tire are investing $1.193 billion in a production base in Brazil, aiming for an annual output of 14.7 million high-performance tires [6] - Other firms, such as North Special Technology and Zhongke Electric, are also establishing production bases in Thailand and Oman, respectively, to enhance their global supply chain [7] Group 4: Rising Trend of Overseas Mergers and Acquisitions - The number of disclosed overseas mergers and acquisitions by A-share companies has surpassed 60 in the first half of the year, with a focus on electronics, automotive parts, and machinery [9] - Companies are pursuing overseas acquisitions to enter emerging markets and enhance their technological capabilities, as seen with Dongshan Precision's dual acquisitions in the optical communication sector [9][10] - The strategy of overseas mergers and acquisitions is aimed at resource and market integration, with firms like Luoyang Molybdenum consolidating their overseas mineral resource reserves [10]
中欧班列(成渝)南通道速达班列在蓉发车
Zhong Guo Xin Wen Wang· 2025-07-09 17:49
Core Viewpoint - The launch of the Chengdu-Europe Express (Chengdu-Nantong) rapid train marks a significant step in enhancing logistics and transportation efficiency along the South Corridor of the China-Europe Railway Express, providing strong support for its high-quality development [2]. Group 1: Logistics and Transportation - The rapid train will travel through Kazakhstan, cross the Caspian Sea to Baku, Azerbaijan, and then enter Turkey, with an estimated total transportation time of 25 days [2]. - This new route is expected to save over 10 days compared to traditional transportation methods, significantly improving the overall transportation efficiency of the South Corridor [2]. - The successful launch of this train represents an important exploration in logistics transportation, integrating the advantages of rail-sea intermodal transport across the Caspian Sea [2]. Group 2: Strategic Developments - The "Turkey-Chengdu Terminal" was officially inaugurated during the launch ceremony, indicating a focus on normalizing logistics transportation between the two regions [3]. - The Chengdu International Railway Port aims to optimize the rail-sea intermodal transport hub, establishing itself as a crucial gathering point and hub for the South Corridor of the China-Europe Railway Express [3].
时速600公里超导电动高速磁浮列车首次亮相
news flash· 2025-07-09 17:16
Core Viewpoint - The 12th World High-Speed Rail Conference is being held in Beijing, showcasing the superconducting electric high-speed maglev train that can reach speeds of 600 kilometers per hour [1] Group 1: Technology and Innovation - The superconducting electric high-speed maglev train operates through the interaction between onboard superconducting magnets and coils on the track, enabling contactless operation between the train and the track [1] - At low speeds, the train uses rubber wheels for movement, transitioning to magnetic levitation once it reaches a speed of 150 kilometers per hour [1] Group 2: Advantages of Maglev Technology - Compared to conventional rail vehicles, maglev trains offer several advantages including strong climbing ability, small turning radius, high travel speed, low operational noise, high safety, no mechanical wear, and lower maintenance costs [1]
最高运行时速400公里!“全球最快高铁”CR450动车组惊艳亮相|快讯
Hua Xia Shi Bao· 2025-07-09 16:50
Group 1 - The "High-speed Rail Innovation Journey" showcased China's independent innovation in railway technology, featuring 30 real trains including the world's fastest CR450 train model, attracting over 1200 representatives from more than 20 countries [1] - The CR450AF/BF Fuxing train model has a maximum operational speed of 400 km/h, with improvements such as a 22% reduction in running resistance, a 4% increase in traction efficiency, a 10% overall weight reduction, and a 20% decrease in energy consumption, enhancing user experience [1] - The event included a test ride on the CR400BF-GS Fuxing intelligent train, allowing representatives to experience various railway scenarios, highlighting the comfort and convenience of modern high-speed rail equipment [1] Group 2 - The China Railway Innovation Technology Exhibition presented innovations across eight sectors, including mobile equipment, engineering, traction power supply, communication signals, information technology, energy conservation, new materials, and safe operations, showcasing China's technological strength in high-speed rail [2]
102项重大工程年底完成
21世纪经济报道· 2025-07-09 14:47
"十四五"(2021—2025年)规划面临收官,五年来中国经济社会发展的进展为外界所关注。 7月9日,国新办举行"高质量完成'十四五'规划"系列主题新闻发布会的第一场,邀请国家发展 改革委主任郑栅洁,以及国家发展改革委副主任李春临、副主任周海兵、秘书长袁达,介 绍"十四五"时期经济社会发展成就。 郑栅洁表示,"十四五"期间,我国经济总量连续跨越110万亿、120万亿、130万亿,今年预计 可以达到140万亿左右;增量预计超过35万亿,相当于再造一个长三角,相当于我国排名前三 经济大省(广东、江苏、山东)经济总量的总和,也超过了世界排名第三国家的经济总量。在 经受各种风险挑战的冲击下,前4年我国经济增速平均在5.5%,我国这么大经济体量,还能保 持这样的增速,在经济发展史上是前所未有的。 记者丨 周潇枭 编辑丨陈洁 郑栅洁表示,5年前制定的规划纲要各项主要指标中,经济增长、全员劳动生产率、全社会研 发经费投入等指标进展符合预期;常住人口城镇化率,人均预期寿命,粮食、能源综合生产能 力等8项指标进展超过预期;规划确定的战略任务全面落地,部署的102项重大工程顺利推进。 总的来看,这五年取得了新的开创性的进展、突破 ...
【交通运输】25H1地缘政治扰动运价,OPEC+增产有望提振油运景气——行业周报第43期(0630-0706)(赵乃迪/胡星月)
光大证券研究· 2025-07-09 14:25
板块周涨跌情况: 过去5个交易日,上证指数涨跌幅为+1.40%,深证成指涨跌幅为+1.25%,沪深300指数涨跌幅为+1.54%,创业 板指涨跌幅为+1.50%。中信交通运输板块涨跌幅为-0.3%,涨跌幅位居所有板块第27位。过去5个交易日,交 通运输行业子板块以上涨为主。涨跌幅前三位的子板块为:航运(+1.91%),港口(+0.83%),公路 (+0.70%)。涨跌幅后三位的子板块为:航空(-2.74%),快递(-1.37%),铁路(-0.93%)。 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 地缘政治事件扰动剧烈,25H1油运运价宽幅震荡 2025H1,地缘政治事件扰动运价,1月美国对俄油轮实施大规模制裁,造成短期运价跳涨,而制裁带来的原油 合规运输需求提升使25Q1运价维持高位运行。Q2以来全球原油需求预 ...
“十四五”GDP将升至140万亿元,102项重大工程年底完成
Core Insights - The "14th Five-Year Plan" (2021-2025) is nearing completion, with significant achievements in China's economic and social development over the past five years [1][2] - China's GDP is projected to reach approximately 140 trillion yuan this year, with an increase of over 35 trillion yuan, equivalent to recreating the Yangtze River Delta region [1][3] - The average economic growth rate over the past four years has been 5.5%, which is unprecedented for an economy of China's size [1][3] Economic Indicators - The "14th Five-Year Plan" outlines 20 key economic and social development indicators, including GDP growth, labor productivity, urbanization rate, and R&D expenditure growth [2][3] - Specific targets include increasing the average education years of the labor force from 10.8 years in 2020 to 11.3 years by 2025 [3] - The digital economy's core industry value added is expected to reach 10.4% of GDP by 2024, surpassing the 10% target set for 2025 [3] Major Projects and Achievements - A total of 102 major projects have been initiated under the "14th Five-Year Plan," covering areas such as technology, transportation, and energy [4][5] - Significant infrastructure projects include high-speed railways and major airports, with notable achievements in scientific research and technology [5] - The plan has also led to the construction of approximately 780,000 affordable housing units, addressing housing issues for over 20 million people [6] Domestic Demand and Consumption - Domestic demand has been a major driver of economic growth, contributing 86.4% to the average growth rate, with consumption accounting for 56.2% [6] - The past four years have seen a continuous expansion in market consumption, particularly in technology-driven products and services [6] Innovation and R&D - The "14th Five-Year Plan" has emphasized technological innovation, with R&D expenditure expected to reach 2.68% of GDP by 2024, nearing OECD levels [7][8] - The number of innovative drugs in development has reached over 4,000, representing about 30% of the global total [8] Market Reforms - The government has reduced the market access negative list from 151 to 106 items, promoting fair competition and optimizing industrial layout [9] - Significant reforms in the energy sector have led to a market-oriented electricity trading system, with market transactions accounting for 63% of total electricity consumption by 2024 [9][10]
新华全媒+|速度与未来!世界高铁大会看中国列车如何“领跑”
Xin Hua She· 2025-07-09 11:02
新华社北京7月9日电 第十二届世界高速铁路大会正在北京举行。在与大会同期举办的中国国际现代化 铁路技术装备展上,众多铁路"黑科技"集中亮相。 这里有"全球最快高铁列车"CR450动车组,有最高时速达600公里的超导电动高速磁浮样车,还有世界 首台双结构式硬岩掘进机"雪域先锋号"。展出的,不仅是飞驰的速度,更是创新的未来。 "全球最快高铁列车",刷新高铁运营"速度线" 国家铁道试验中心展区,两列线条流畅、科技感十足的动车组列车引人瞩目。它们就是"全球最快高铁 列车"——CR450AF动车组和CR450BF动车组。 "CR450动车组标志着中国高铁科技实现了又一次里程碑式的跨越,持续巩固扩大我国高铁技术世界领 跑优势。"中国铁道科学研究院集团有限公司首席研究员赵红卫表示。 去年12月,时速400公里CR450动车组样车正式发布。随后,动车组样车先后在国家铁道试验中心完成 220公里以下时速试验,并在渝厦高铁重庆东至黔江段跑出400公里时速,在沿江高铁武宜段更是跑出了 时速450公里的"超级时速"。 "运行试验证明,CR450动车组速度、能耗、噪声、制动距离等各项运行指标均达到设计预期。"参与 CR450BF动车组 ...
金十图示:2025年07月09日(周三)富时中国A50指数成分股今日收盘行情一览:酿酒板块全天走高,半导体板块午后全数转跌
news flash· 2025-07-09 07:07
Market Overview - The FTSE China A50 Index components showed varied performance, with the liquor sector rising throughout the day while the semiconductor sector experienced a decline in the afternoon [1] Insurance Sector - China Life Insurance, China Pacific Insurance, and Ping An Insurance had market capitalizations of CNY 376.78 billion, CNY 356.91 billion, and CNY 1,017.95 billion respectively, with trading volumes of CNY 0.75 billion, CNY 2.22 billion, and CNY 0.84 billion [3] - The stock prices changed as follows: China Life Insurance decreased by CNY 0.73 (-1.93%), China Pacific Insurance decreased by CNY 0.55 (-0.97%), and Ping An Insurance decreased by CNY 0.14 (-1.62%) [3] Liquor Industry - Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of CNY 1,782.39 billion, CNY 217.50 billion, and CNY 472.00 billion respectively, with trading volumes of CNY 3.95 billion, CNY 2.00 billion, and CNY 2.48 billion [3] - Stock price changes included Kweichow Moutai increasing by CNY 2.38 (+1.35%), Shanxi Fenjiu increasing by CNY 0.82 (+0.68%), and Wuliangye increasing by CNY 2.77 (+0.20%) [3] Semiconductor Sector - Northern Huachuang, Cambricon Technologies, and Hygon had market capitalizations of CNY 238.96 billion, CNY 223.82 billion, and CNY 314.69 billion respectively, with trading volumes of CNY 1.47 billion, CNY 1.23 billion, and CNY 2.64 billion [3] - The stock prices changed as follows: Northern Huachuang decreased by CNY 7.77 (-1.43%), Cambricon Technologies decreased by CNY 1.51 (-1.10%), and Hygon decreased by CNY 2.82 (-0.84%) [3] Automotive Sector - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of CNY 187.27 billion, CNY 1,790.16 billion, and CNY 280.83 billion respectively, with trading volumes of CNY 3.97 billion, CNY 0.31 billion, and CNY 0.56 billion [3] - Stock price changes included BYD decreasing by CNY 1.08 (-0.33%), Great Wall Motors decreasing by CNY 0.08 (-0.36%), and Beijing-Shanghai High-Speed Railway increasing by CNY 0.03 (+0.53%) [3] Shipping and Oil Sector - COSCO Shipping Holdings, Sinopec, and PetroChina had market capitalizations of CNY 235.91 billion, CNY 688.67 billion, and CNY 1,570.32 billion respectively, with trading volumes of CNY 0.77 billion, CNY 1.08 billion, and CNY 0.76 billion [3] - The stock prices changed as follows: COSCO Shipping Holdings remained unchanged, Sinopec decreased by CNY 0.09 (-0.59%), and PetroChina increased by CNY 0.01 (+0.12%) [3] Coal and Battery Sector - China Shenhua, Shaanxi Coal and Chemical Industry, and CATL had market capitalizations of CNY 185.95 billion, CNY 745.07 billion, and CNY 1,234.66 billion respectively, with trading volumes of CNY 0.79 billion, CNY 0.69 billion, and CNY 7.95 billion [3] - Stock price changes included China Shenhua increasing by CNY 7.49 (+2.84%), Shaanxi Coal and Chemical Industry decreasing by CNY 0.22 (-0.58%), and CATL increasing by CNY 0.03 (+0.16%) [3] Other Sectors - Various sectors such as food and beverage, electronics, and pharmaceuticals showed mixed performance in terms of market capitalization and stock price changes [4]