AI 助 智绘新型工业化新图景 在不久前发布的"十五五"规划建议中，"新型工业化取得重大进展"被置于"十五五"时期经济社会主要目 标中的显著位置。新型工业化"新"在哪儿？人工智能无疑是重要抓手。"十五五"规划建议强调，全面实 施"人工智能+"行动，抢占人工智能产业应用制高点。 2017年，湖南籍科学家李泽湘返乡创业，依托家乡工程机械产业基础切入商用车自动驾驶赛道，创立希 迪智驾。如今，这家长沙智能驾驶龙头企业已递表港交所，冲刺"矿山自动驾驶第一股"。 "矿山场景无人化是刚需，能从根本上解决人员安全问题，又能大幅提升作业效率。"希迪智驾联合创始 人、副董事长马潍介绍，2024年公司交付全球最大规模无人驾驶矿卡与有人驾驶车辆协同作业车队，无 人驾驶矿卡运输效率最高达有人驾驶的104%。政策层面，2024年国家矿山安全监察局等部门印发的 《关于深入推进矿山智能化建设促进矿山安全发展的指导意见》明确，到2026年全国煤矿智能化产能占 比不低于60%，危险繁重岗位机器人替代率不低于30%，为行业发展划定清晰路径。 工业和信息化部党组书记、部长李乐成近日撰文指出，将牢牢把握智能化与工业化交汇融合的历史机 遇，锚定实现新型 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司的电和汽主要是自用还是为了对外销售？ 鲁泰Ａ（000726.SZ）11月22日在投资者互动平台表示，公司热电项目有部分能源自用，所产蒸汽确保 公司生产的稳定供应。 ...

东南亚信息港讯(www.dnyxxg.com)作为全球重要新兴市场，越南正成为二十国集团(G20)成员的重点投资目的地。 随着 G20 对越南经济潜力的认可度持续提升，加之越南积极推进绿色转型与产业链升级，来自该集团经济体的投 资机遇不断扩大，涵盖高端制造、零售消费、绿色产业等多个关键领域。 近期，多家 G20 经济体背景的龙头企业密集加码越南投资： 英国斯华集团(Swire)旗下海福维修工程集团(Haeco)计划联合越南太阳集团(Sun Group)及美国伙伴，在广宁省云屯 国际机场投资 3.6 亿美元建设飞机维修综合体。该项目已签署 15 年飞机维修合同，落地前景明确，海福集团总裁 理查德・塞尔(Richard Sell)已就此与越南政府副总理阮和平举行会谈。 日本零售巨头永旺(AEON)刚获颁永旺边和购物中心项目投资注册证书，投资额达 6 万亿越盾(约合 2.61 亿美元)。 自 2014 年进入越南市场以来，永旺累计投资已达 15 亿美元，未来计划追加同等规模资金，目标在 2030 年实现业 务规模扩大三倍。 中国电子制造龙头立讯精密(Luxshare-ICT)持续扩大在越布局，过去十年已向北部宁省、 ...

Core Insights - The US and India are nearing a significant bilateral trade agreement, aiming to reduce tariffs on Indian goods from 50% to 15%-16%, which is a major step towards achieving a $500 billion trade target between the two nations [1][4] - This trade breakthrough is expected to reshape global supply chains and has implications for the trade dynamics involving China, the US, and India [1][6] Trade Agreement Details - The agreement includes substantial tariff reductions, with the US eliminating a 25% punitive tariff on Russian oil imports from India and reducing overall tariffs to the 15%-16% range, impacting sectors like textiles, gems, leather, and machinery [4] - India will gradually decrease its imports of Russian oil and ease restrictions on non-GMO corn and soybean meal imports from the US, opening up a market worth billions [4] Economic Implications - The trade deal is seen as a dual negotiation of political will and market dynamics, with the US benefiting from expanded energy and agricultural export channels while enhancing its economic influence in India [4] - The agreement is also viewed as a strategy for the US to create a supply chain backup to China, leveraging India's cheaper labor [4][5] Challenges for India - While the tariff reductions may boost Indian exports, the increased import of US agricultural products could disrupt local agriculture, and the reduction of Russian oil imports may raise domestic energy costs [5] - India's manufacturing sector remains heavily reliant on Chinese imports, making a quick transition away from China challenging [5] Impact on China - The US-India trade agreement poses three direct pressures on China: potential loss of market share in labor-intensive products, tighter technology restrictions in semiconductor and critical mineral sectors, and intensified competition for global resource pricing [6] - However, these external pressures may drive Chinese companies to enhance technology development and market diversification, reducing reliance on single markets [6] Textile Industry Focus - Indian textile companies may gain a competitive edge against Chinese exports due to lower tariffs and labor costs, prompting the need for Chinese textile firms to innovate and enhance their high-end product offerings [9] - The ongoing global supply chain adjustments highlight the complexity of "decoupling" from established trade relationships, emphasizing the importance of maintaining a robust industrial chain and technological innovation in China [9]

Core Insights - The Ministry of Ecology and Environment has initiated the process to include another batch of chemical substances in the priority control list to enhance the management of new pollutants and ensure ecological safety and public health [1][2] Group 1: Priority Control Chemical List - The third batch of the priority control chemical list includes 24 types of chemical substances, primarily affecting industries such as petrochemicals, plastics, rubber, pharmaceuticals, textiles, dyes, coatings, pesticides, leather, and electroplating [1] - The previous two batches of the priority control chemical list included a total of 40 types of chemical substances, which encompass hazardous materials like short-chain chlorinated paraffins, formaldehyde, mercury and its compounds, hexavalent chromium compounds, lead compounds, and various carcinogens [1][2] Group 2: Environmental Risk Management - The "New Pollutant Management Action Plan" aims to complete environmental risk screening and assessment for high-concern and high-usage chemical substances by 2025, and to establish a regulatory framework for managing toxic and harmful chemical substances [2][5] - The priority control chemical list focuses on substances that pose significant environmental and health risks, considering factors such as persistence, bioaccumulation, and toxicity to aquatic environments [2][3] Group 3: Implementation and Compliance - Companies are required to provide detailed information on the production and usage of chemicals listed in the priority control list, including quantities, types, and applications, as part of their environmental impact assessments [4] - Facilities involved in the production or storage of priority control chemicals must implement measures to prevent soil and groundwater contamination, including the installation of monitoring devices [4]

10月31日公司发布的三季报数据显示，前三季度公司共实现营业收入6.88亿元，同比下降5.54%，实现 净利润1573.54万元，同比下降74.86%。（数据宝） 凤竹纺织11月21日交易公开信息 上交所公开信息显示，当日该股因日振幅值达16.60%上榜，营业部席位合计净买入76.95万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交6103.94万元，其中，买入成交额为 3090.44万元，卖出成交额为3013.50万元，合计净买入76.95万元。 具体来看，今日上榜营业部中，第一大买入营业部为瑞银证券有限责任公司上海花园石桥路证券营业 部，买入金额为921.45万元，第一大卖出营业部为高盛(中国)证券有限责任公司上海浦东新区世纪大道 证券营业部，卖出金额为747.88万元。 资金流向方面，今日该股主力资金净流出50.67万元，其中，特大单净流入126.86万元，大单资金净流出 177.53万元。近5日主力资金净流出34.50万元。 凤竹纺织(600493)今日下跌5.66%，全天换手率7.77%，成交额1.62亿元，振幅16.60%。龙虎榜数据显 示，营业部席位合计净买入76.95万元。 | ...

天眼查App显示，近日，陇西巧织文化产业有限公司成立，法定代表人为杨芳芳，注册资本5万人民 币，经营范围为一般项目：文艺创作；针纺织品销售；绣花加工；工艺美术品及礼仪用品制造（象牙及 其制品除外）；工艺美术品及收藏品零售（象牙及其制品除外）；工艺美术品及礼仪用品销售（象牙及 其制品除外）；会议及展览服务；劳务服务（不含劳务派遣）；产业用纺织制成品销售；产业用纺织制 成品制造；针纺织品及原料销售；面料纺织加工；纺纱加工；互联网销售（除销售需要许可的商品）； 个人互联网直播服务；业务培训（不含教育培训、职业技能培训等需取得许可的培训）；日用百货销 售；日用品销售；鞋帽零售；箱包销售；汽车装饰用品销售；皮革制品销售；皮革销售；体育用品及器 材零售；文具用品零售；办公用品销售；玩具、动漫及游艺用品销售；母婴用品销售；日用杂品销售； 信息技术咨询服务；信息咨询服务（不含许可类信息咨询服务）；灯具销售；照明器具销售；劳动保护 用品销售；户外用品销售；美发饰品销售；礼品花卉销售；刀剑工艺品销售；工艺美术彩灯制造；销售 代理；五金产品零售（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

Group 1 - The 2025 Yunnan-Hong Kong-Macao Entrepreneurs Forum opened in Kunming, focusing on exploring cooperation opportunities with ASEAN in sectors such as cultural tourism, healthcare, biomedicine, and highland specialty agriculture [1] - Yunnan has a close economic relationship with the Guangdong-Hong Kong-Macao Greater Bay Area, serving as a major supplier of agricultural products and flowers, with 70% of the flowers in the Bay Area sourced from Yunnan [1] - Entrepreneurs from Yunnan, Hong Kong, and Macao are looking towards the large market of South and Southeast Asia, which has a population of 2.5 billion, to leverage their respective advantages for mutual development [1] Group 2 - As of the end of 2024, 101 overseas enterprises from Yunnan have been established in Hong Kong, with several Yunnan companies listed there [2] - The Hong Kong government has initiated a program to assist mainland enterprises in expanding internationally, highlighted by dialogue sessions on "going global" and "listing in Hong Kong" during the forum [2] - Kunming Longjin Pharmaceutical Co., Ltd. is actively exploring opportunities in ASEAN, particularly in the cultivation and research of traditional Chinese medicine, and aims to collaborate with Hong Kong and Macao institutions for project implementation [2]

Group 1 - The core point of the news is that Jinying Co., Ltd. announced that its controlling shareholder, Zhejiang Jinying Group, holds approximately 183 million shares, accounting for 50.25% of the total share capital, and has pledged about 71.79 million shares, which is 39.17% of its holdings and 19.68% of the total share capital [1] - As of the first half of 2025, the revenue composition of Jinying Co., Ltd. is as follows: textile industry accounts for 58.15%, machinery industry 36.7%, apparel 2.81%, new energy 1.46%, and other businesses 0.67% [1] - The current market capitalization of Jinying Co., Ltd. is 2.4 billion yuan [2]

越南内务部预测，此次最低工资标准调整将使企业平均成本上升约0.5%至0.6%，其中纺织、服装、皮 革及鞋类等劳动密集型行业的成本增幅更为显著，预计达1.1%至1.2%。 越南中小企业协会副主席苏怀南指出，在当前经济复苏乏力的背景下，中小企业已面临原材料价格上涨 和终端需求疲弱等多重挑战，此次调薪将进一步加重经营负担。尤其对制造业及劳动密集型行业中利润 率较低的企业而言，可能被迫采取裁员或推迟设备更新、技术改造与创新投资等措施，以缓解不断攀升 的劳动力成本压力。 新华财经上海11月21日电（谢贤保） 近日，越南政府颁布新规，明确自2026年1月1日起上调最低工资 标准，平均涨幅约为7.2%，上调幅度创历年之最。预计本轮调整将推高越南企业用工成本，纺织、服 装、鞋类等劳动密集型行业所受影响尤为突出。在此背景下，中资企业应提前制定应对策略，优化人力 资源配置与成本结构，以保障生产经营稳健运行。 最低工资上调7.2% 11月10日，越南政府正式颁布第293/2025/N-CP号法令，宣布自2026年1月1日起全面上调全国最低工资 标准。根据最新规定，越南四个地区的月最低工资将上涨25万（约合72元人民币）至35万越南 ...