中新社兰州7月8日电 题：海外客商中国"追风光" 兰洽会"扫货"新能源 中新社记者 丁思 和中国客商面对面交谈、在展馆观看中国多地新能源设备，来自也门的企业家奥特里(AL-OTHRI ALI AHMEO YAHYA)最近在甘肃兰州有些忙碌。8日他接受中新社记者采访表示，"近年来，阿拉伯国家对 新能源的需求逐年增加，从光伏产品到风电储能，公司业务不断拓展，想从甘肃寻求更多合作机遇。" 6日至10日，第31届中国兰州投资贸易洽谈会(以下简称"兰洽会")在兰州举行，兰洽会展馆展品涉及装 备制造、新能源、低空经济、人工智能等近40大类，上万种产品。 甘肃风光资源富集，全省风能可开发量5.6亿千瓦，太阳能可开发量95亿千瓦，分别居中国第四、第五 位。甘肃日趋完善的新能源装备制造产业链，形成了涵盖风机整机、光伏组件、储能装备等领域的全链 条产业集群，涉及风力发电、光伏发电、光热发电、储能、氢能等多个业态，新能源及新能源装备制造 产业年产值高达800余亿元人民币。 7月7日，甘肃省新能源及新能源装备进出口洽谈对接会在兰州举行。图为甘肃企业与采购企业洽谈 对接。(甘肃省商务厅供图) 听闻甘肃将举行关于新能源的专题对接会，埃及 ...

在八十年代的中国，军工行业的状况确实非常艰难。资金匮乏、技术落后，许多工厂面临着关门的风险。然而，当伊朗因战争急需武器而求助于外界时，由 于西方国家拒绝销售武器，他们转向中国，最终下了一笔高达八百亿人民币的订单。这笔巨额资金如同及时雨，使得整个军工行业焕发了新生，生产线重又 启动，工厂生气勃勃。 接到订单后，中国的军工企业迅速进入了忙碌的状态。以往一直模仿外国的技术，这次由于资金到位，他们不仅购置了先进的设备，还招募了更多的人才。 在这一过程中，实战成了最好的试金石，伊朗在实战中发现了武器的诸多问题，便及时送回工厂进行改进，比如发现装甲过薄后增加了厚度，发动机频繁出 现问题则进行了结构改进。 当年，许多处于困境中的工厂凭借这笔订单熬过了难关。技术人员通过从实战中获得的反馈积累了宝贵的经验，逐渐开始了自主研发。从而使得防护性能显 著提升、瞄准系统更加精准，机械故障率也大幅降低。这一系列进步使得中国军工行业不再是简单的模仿，而是开始具备独立研发和制造的能力。 这笔订单不仅带来了丰厚的金钱，还打开了一扇通往国际市场的大门。起初，军工产品在国际市场上显得相对冷淡，但随着产品质量的提升，他们发现只要 确保产品品质，就能 ...

Group 1 - The ChiNext 50 Index has undergone a component stock adjustment, increasing the weight of the information technology sector to 41% and adding five technology companies focused on new productivity [1] - Tianfeng Securities notes that the current PE valuation of the ChiNext 50 Index is at a historical percentile of 21.4%, which is relatively low compared to other broad indices like CSI 300 (51.0%) and CSI 500 (47.5%), indicating a more attractive valuation [1] - The current coefficient of variation for the entire A-share market is 0.840, indicating a high level of valuation differentiation, similar to levels seen in April 2022, while the low valuation characteristic of the ChiNext 50 may provide a safety margin [1] Group 2 - The ChiNext 50 ETF, managed by Guotai, tracks the ChiNext 50 Index, which can experience daily fluctuations of up to 20%. The index comprises 50 high-tech companies selected for their large market capitalization and good liquidity [2] - The index focuses on companies in technology innovation and strategic emerging industries, including next-generation information technology, biomedicine, and high-end equipment manufacturing, reflecting the overall market performance of China's growth-oriented innovative enterprises [2] - The index emphasizes selecting high-quality companies with core technologies and continuous innovation capabilities, providing investors with an efficient tool for investing in high-growth technology sectors [2]

Group 1 - The company, Avmax Group Inc., a wholly-owned subsidiary of Shanhe Intelligent Equipment Co., Ltd., plans to acquire 16 DHC-8-300 aircraft from Qantas Airways Limited for a total price of approximately $51.14 million, equivalent to about 367 million RMB [2][3] - The acquired aircraft will primarily be used for international regional flight operations, capitalizing on the current recovery in the global aviation industry and increasing demand for regional aircraft due to falling international oil prices [2][3] - The DHC-8-300 aircraft is recognized for its strong performance in short takeoff and landing, making it suitable for operations in high-temperature and high-altitude areas, as well as on unpaved runways [3] Group 2 - The global regional aviation market is expected to show moderate recovery by 2025, with the International Air Transport Association predicting an average aviation fuel price of $86 per barrel, a 13% decrease from 2024, which will enhance profit expectations for airlines [3] - Low-cost airlines and regional carriers are actively ordering or leasing new aircraft to expand their network coverage and seize market opportunities, indicating a trend of growth in the aircraft leasing sector [3]

Core Insights - Inner Mongolia is actively developing the hydrogen equipment manufacturing industry, aiming for high-end, large-scale, and safe production in line with national "dual carbon" goals and regional energy strategies [1][2] Group 1: Industry Development - The hydrogen equipment manufacturing sector in Inner Mongolia is rapidly growing, supported by policies such as the "14th Five-Year Plan for Hydrogen Development" and government notifications for high-quality industry advancement [1][2] - The region is establishing a comprehensive industrial chain covering hydrogen production, storage, transportation, refueling, and application [1][2] Group 2: Project and Investment - As of June 2025, Inner Mongolia is implementing nine key hydrogen equipment projects with a total investment of 2.802 billion yuan, featuring ten product types [2] - The design capacity for hydrogen production equipment is set to increase by 160% to 650 units by the end of 2023, with expectations to exceed 750 units by year-end [2] Group 3: Production Capacity - Solid hydrogen storage devices are projected to reach a capacity of 2,200 units, with hydrogen storage materials at 3,300 tons per year and hydrogen transport pipes at 5,000 tons [2] - The production capacity for hydrogen production power sources is 50 units, with purification and separation devices at 15 units; AEM and PEM electrolyzer capacities are currently at 0.2 GW and 0.25 GW respectively [2] Group 4: Future Plans - Inner Mongolia plans to enhance investment attraction and develop a collaborative ecosystem for the entire hydrogen industry chain, focusing on policy coordination, application scenarios, and technological breakthroughs [2]

Core Insights - Guangdong Province plans to arrange 1,500 key construction projects by 2025, with an annual investment target of 1 trillion yuan [1] - From January to May this year, the investment in key projects reached 452.2 billion yuan, accounting for 45.2% of the annual investment plan [1] - A total of 105 projects, including the second phase of the Hong Kong University of Science and Technology (Guangzhou) and a 10,000-ton carbon fiber project by Donghua Energy (Maoming), have commenced construction [1] Investment Projects - Ongoing projects include the Guanghe High-speed Railway segment from Baiyun Airport T3 to Jiangcun West, the Nansha to Zhuhai (Zhongshan) intercity railway, and the third phase expansion of Guangzhou Baiyun International Airport [1] - Other significant projects under construction are the Shenzhen Outer Ring Expressway (Phase III), Yangjiang Fanshi No.1 offshore wind farm, the second phase of Taipingling Nuclear Power Plant, and the South China Titanium Valley project [1] - The Longma Group's high-end equipment manufacturing base project in Yangjiang is also progressing smoothly [1]

2025 年 7 月 8 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 行业点评 全球市场观察 招银国际研究部 邮件：research@cmbi.com.hk | 环球主要股市上日表现 | | | | | --- | --- | --- | --- | | | 收市价 | | 升跌（%） | | | | 单日 | 年内 | | 恒生指数 | 23,888 | -0.76 | 40.13 | | 恒生国企 | 8,609 | -0.46 | 49.23 | | 恒生科技 | 5,230 | -0.08 | 38.93 | | 上证综指 | 3,473 | 0.35 | 16.75 | | 深证综指 | 2,074 | -0.49 | 12.87 | | 深圳创业板 | 2,130 | -1.57 | 12.63 | | 美国道琼斯 | 44,406 | -0.94 | 17.82 | | 美国标普 500 | 6,230 | -0.79 | 30.61 | | 美国纳斯达克 | 20,413 | -0.92 | 35.98 | | 德国 DAX | 24,074 | 0.58 | 43.71 ...

Core Viewpoint - Today's investment is tomorrow's competitiveness, emphasizing the need to solidify the foundation of industry development while also focusing on the peak [1][4] Group 1: Investment and Economic Growth - The National Development and Reform Commission has allocated over 300 billion yuan to support the third batch of "two重" construction projects for 2025, completing a total of 800 billion yuan in project funding for the year [1] - A total of 1,459 projects span various sectors including transportation, agriculture, water conservancy, ecology, energy, and livelihood, indicating a strong commitment to foundational investment for high-quality development [1][2] - Infrastructure investment from January to May this year grew by 5.6% year-on-year, outpacing overall investment growth by 1.9 percentage points, with significant contributions from transportation and water conservancy sectors [2] Group 2: Project Implementation and Mechanism Innovation - "Two重" construction emphasizes the simultaneous advancement of "hard investment" and "soft construction," integrating project investment with institutional reforms to enhance overall industrial efficiency [2][3] - The promotion of models like "wind power and photovoltaic + desertification control" not only serves ecological purposes but also fosters the integration of new energy industries [2] - The focus on improving the industrial supporting environment through key projects related to transportation, logistics, and energy enhances regional industrial capacity and supports sustainable development [3] Group 3: Market Mechanism and Financial Support - The success of "two重" projects relies on leveraging market mechanisms alongside fiscal funding, encouraging private sector participation through PPP models and infrastructure REITs [4] - Policy financial tools, including long-term special bonds and special bonds, are being utilized to support "two重" construction, with 700 billion yuan of the 1 trillion yuan in special bonds for 2024 allocated directly to these projects [4] - The collaborative approach of fiscal, financial, and social capital is emerging as an effective pathway to drive industrial upgrades and stimulate domestic demand [4]

Core Insights - The integration of AI technology with hardware and software in precision manufacturing is becoming a focal point, driving the industry from traditional manufacturing to high-end intelligent manufacturing [1] - Shenzhen's precision manufacturing sector, represented by companies like JieNiu Intelligent Equipment and Hongbai Technology, is undergoing a profound transformation, enhancing competitiveness and reshaping the future landscape of manufacturing [1] Group 1: Company Innovations - JieNiu Intelligent Equipment has developed an automatic loading and unloading four-station detection device that can detect minute deviations in mobile phone components with an error margin of no more than ±0.1 mm, significantly improving production efficiency and product quality [2] - JieNiu's five-axis polishing machine offers full automation and can operate with multiple workstations simultaneously, with prices 40% to 60% lower than similar imported products, showcasing its competitive edge in the market [2] - Hongbai Technology has introduced AI-driven welding equipment, including the world's first AI model quality analysis system for stud welding machines, which enhances quality detection efficiency and reduces inspection time [3] Group 2: AI Integration and Development - The current strategy in Longgang focuses on a dual approach of AI industrialization and industrial AI, aiming to create a closed loop of technological innovation and industrial upgrading [4] - JieNiu has invested in R&D for detection equipment that combines 3D vision algorithms and AI deep learning, significantly improving accuracy and efficiency in detecting defects in ultra-thin glass [4] - Hongbai Technology allocates over 15% of its annual revenue to R&D, continuously utilizing AI tools to adapt products to market demands, solidifying its position in the automotive welding equipment market [4] Group 3: Supportive Ecosystem - Longgang's strategic initiatives, such as R&D subsidies and talent support, provide robust backing for companies to overcome technological barriers and accelerate the domestic production of intelligent manufacturing equipment [5] - Hongbai Technology is expanding into industrial automation and smart home markets, diversifying its growth avenues while maintaining leadership in automotive welding equipment [5] - The local government's "Thick Soil New Sprout" initiative offers comprehensive support in technology, capital, talent, and market access, enabling companies to focus on product development and market expansion [6]

中国环保机械行业协会名誉会长、专家委员会主任王亦宁接受中国工业报记者采访时表示，《意见》的 出台不仅是对行业四十年发展成果的系统总结，更是面向"双碳"目标的战略部署，将推动环保装备制造 业向绿色化、数字化、智能化、高端化深度融合的高质量发展方向迈进。 政策赋能：打开行业发展新空间 自2011年以来，工信部先后发布《环保装备"十二五"发展规划》《环保装备制造业高质量发展行动计划 (2022—2025年)》等文件，政策的持续发力为行业注入稳定预期。 历经数十年深耕，我国环保装备制造业实现了从追赶到并跑、从跟跑到部分领跑的跨越，不仅以雄厚产 业规模撑起污染防治攻坚战的"硬核"支撑，更以先进技术装备筑牢生态环保产业发展根基。近日，工业 和信息化部、生态环境部、国家市场监督管理总局联合发布《促进环保装备制造业高质量发展的若干意 见》(以下简称《意见》)，从供需两端精准施策，以政策"组合拳"为行业发展注入强劲动能，推动环保 装备制造业向着万亿级产业目标加速迈进。 构建科学合理的用户评价标准需兼顾普适性与灵活性，《意见》鼓励用户综合性能、效率、能耗、水 耗、寿命、运维等多维度指标，优化评标规则。行业协会等第三方机构将从重点 ...