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“制造+服务”如何加出新动能?茂名市长以三个故事作答
Nan Fang Nong Cun Bao· 2026-02-24 09:31
量发展分会场 上,茂名市委副 书记、市长王雄 飞娓娓道来三 个"小故事"。透 过一颗荔枝 的"跨界新生" 、 一项化工单品 的"霸气出海" 、 一座产业园 的"人才活水" , 这座粤西城市推 动"制造+服 务"深度融合的 "制造+服务"如 何加出新动能? 茂名市长以三个 故事作答_南方 +_南方plus 2月24日,广东 省高质量发展大 会召开,在"百 千万工程"县域 产业融合与高质 实践路径清晰浮 现。 一颗荔枝,撬动 百亿产业链 作为中国荔枝之 乡,茂名坚持种 植标准化、加工 多元化、产品品 牌化、文旅增值 化。在荔枝全产 业链发展的"价 值密码"中,种 植环节约占 42.5%,物流服 务环节约占 17.5%,社会化 服务、销售渠 道、文旅及品牌 溢价高达40%。 为破解"一日色 变"的千年难 题,茂名建起4 个区域冷链物流 中心、300多 个"田头小站"; 发展食品加工, 开发荔枝冰淇 淋、荔枝饮品、 荔枝月饼等畅销 产品;上线荔枝 大数据平台,成 立农业银行"荔 枝支行"、推 出"荔枝贷";打 造以荔枝为主题 的包茂高速柏桥 服务区,茂名荔 枝火爆出圈, 2025年全产业链 产值超120亿 元。 茂名 ...
这家老牌化工企业“抢”出逆势增长
Xin Lang Cai Jing· 2026-02-21 20:16
2月20日,正月初四,四川彭山经开区,记者来到四川省精细化工研究设计院有限公司(下称精化 院)生产基地。车间里机器轰鸣,生产设备高速运转,白色粉末状阻燃剂经过精准计量、分装, 一袋袋整齐码放,等待节后物流恢复后立即给客户发货。为了赶订单,今年春节,该企业提前复 工复产,刚建成的年产8000吨新产线也开始分段试车。 近年来,化工行业受产能过剩、竞争加剧等因素影响,相关企业陷入发展困境。然而,这家由四 川老牌化工研究院改制、已有68年历史的企业却交出亮眼答卷:2025年营收突破3.5亿元,实现利 润近4000万元,经营业绩在"十四五"期间保持两位数增长。 靠前瞻性研发渡难关 新能源汽车锂电池外壳里、家电塑料骨架中,以及电脑的充电插头内,都藏着一个安全卫士—— 阻燃剂。当出现电路短路、火星溅起时,它能阻断燃烧、守护安全。 "我们的直接客户不是普通消费者,而是改性塑料厂。"精化院副总经理马祥伟介绍,针对新能源 汽车电池的安全痛点,精化院研发的氮系、氮磷系阻燃剂,已构建起"预防—抑制—缓释"三级防 护体系,能在极端工况下大幅降低火灾风险。其中,磷氮协同阻燃剂是其拳头产品。"以前这个领 域是外企的天下,如今我们的产品已占 ...
【申万宏源研究春节见闻】山东肥城:君子之邑山水秀,宜居宜商迎客来
Xin Lang Cai Jing· 2026-02-21 04:11
Core Viewpoint - The article highlights the rapid development of Feicheng, Shandong Province, emphasizing its economic growth, geographical advantages, and cultural significance, while encouraging tourism and investment in the region [22]. Geography: "Peach Capital of China" - Feicheng is located in central Shandong, near Mount Tai, with a favorable climate and fertile soil, making it famous for its peaches [23][26]. - The city has excellent transportation links, being approximately 30 kilometers from Tai'an and 60 kilometers from Jinan, with ongoing construction of a general aviation airport to enhance connectivity [26][27]. Culture: "City of Gentlemen" - Feicheng is influenced by Confucian culture, emphasizing etiquette and relationships, with a unique local dialect that fosters social connections [29]. - The city has a rich historical legacy, producing notable figures and having a significant role in the anti-Japanese war, with memorials serving as educational sites [30]. Economy: Nationally Ranked and Industrial Upgrading - Feicheng ranks among the top 100 counties in China, with a projected GDP of 965.6 billion yuan for 2024, reflecting a growth rate of 6.4% [33]. - The city has a strong industrial base, focusing on special steel, high-end equipment, and new energy sectors, while agriculture, particularly peach cultivation, remains a key economic driver [33][12]. - Recent initiatives include the development of a 300MW advanced compressed air energy storage demonstration project, with a total investment of 34 billion yuan in new energy projects [37][38].
【申万宏源研究春节见闻】从泡菜经济到睫毛之都:胶莱平原谱写的转型答卷
Xin Lang Cai Jing· 2026-02-20 05:26
Core Insights - The article highlights the transformation of Pingdu, a city in Shandong Province, from an agricultural base to a hub for advanced industries, including food processing and chemical manufacturing, showcasing its economic growth and development potential [1][10]. Agricultural Sector - Pingdu is recognized for its rich agricultural heritage, producing high-quality products such as celery and grapes, with significant contributions to the national food supply [2][11]. - The city is a major exporter of kimchi, holding over 60% of the market share in South Korea, with an annual export volume exceeding 200,000 tons [2][11]. - In 2024, Qingdao's vegetable planting area reached 112,000 hectares, with a total output of 7.039 million tons, highlighting the region's agricultural productivity [2][11]. Chemical Industry - The Qingdao New River Ecological Chemical Technology Industrial Park in Pingdu is a key player in the chemical sector, focusing on ecological practices and innovative technologies [3][12]. - The park has a significant underground brine reserve of approximately 30 million tons and is surrounded by extensive salt fields, providing essential raw materials for chemical production [4][12]. - By May 2025, the park had attracted 84 enterprises with a total investment of around 53 billion yuan, forming three major industrial clusters valued at over 10 billion yuan each [4][15]. Beauty Industry - The eyelash industry in Pingdu has evolved from small-scale workshops to a sophisticated manufacturing sector, producing 80% of China's and 70% of the world's eyelash products, with an annual output value of 10 billion yuan [6][17]. - The industry employs approximately 50,000 to 60,000 people and has integrated advanced technologies such as 3D printing and automation to enhance production efficiency [6][17]. - Each year, around 20 billion pairs of beauty eyelashes are exported globally, establishing Pingdu as a significant player in the beauty market [6][17]. Economic Growth - In 2025, Pingdu's GDP surpassed 101 billion yuan, ranking it seventh among Shandong's counties and cities with a GDP over 100 billion yuan [8][19]. - The city has successfully integrated its agricultural, chemical, and beauty industries, creating a robust economic ecosystem that supports sustainable growth [8][19].
被特朗普关税逼入绝境,德国总理:欧洲若再沉默,将彻底失去未来
Sou Hu Cai Jing· 2026-02-17 05:57
2026年1月29日,柏林联邦议院内,空气仿佛都凝固了。德国总理弗里德里希·默茨站在演讲台上,脸色阴沉得几乎能滴出墨来。他毫不掩饰内心的愤怒,摒 弃了所有温吞的外交辞令,指着台下那些仍沉浸在道德模范美梦中的议员,破口大骂:欧洲要知耻!在默茨眼里,当下的世界只剩两种语言——中文和英 语。欧洲若再不学会权力政治的语言,别说能成为棋手,恐怕连棋子的资格都可能被特朗普收回。这场关于第三种声音的绝地求生战役,就此拉开序幕。 讽刺的是,欧洲自诩为规则的守护者,可在美式关税面前,那些国际法、世贸规则几乎毫无威力。美国人甚至懒得披上遮羞布,直言不讳:格陵兰岛,美国 志在必得。在这股关税风暴下,欧洲引以为傲的供应链优势顿时变成了软肋。尤其是德国的汽车和精细化工行业,面对25%的额外成本,无异于被逼到悬崖 边。默茨逐渐明白,欧洲如果手里没杆枪,连谈生意的座位都保不住。 这种寄生式安全的破产,正是默茨怒斥知耻的根源。欧洲长期沉浸在全球化的舒适幻想里,以为世界是个大超市,只要付钱就能买来和平。殊不知,一旦超 市老板想改行当强盗,欧洲这类政治矮子,只能乖乖挨宰。这不再是一场简单的买卖,而是一种地缘政治的凌辱。它让欧洲人清楚地意识到,如 ...
聚石化学因信披违规被立案调查,2025年预亏超9000万元
Jing Ji Guan Cha Wang· 2026-02-14 03:08
Regulatory Situation - The company received a notice of investigation from the China Securities Regulatory Commission on November 21, 2025, due to suspected violations of information disclosure regulations [1] - The investigation is ongoing, and the company has stated it will actively cooperate with the relevant work [1] Performance and Operating Conditions - On January 29, 2026, the company announced a profit warning for 2025, expecting a net loss attributable to shareholders of between 90 million and 120 million yuan, primarily due to losses in the liquefied petroleum gas business and investments in fine chemical projects [2] - The formal annual report has not yet been released, and further attention is needed on the audit results and detailed financial data [2] Company Structure and Governance - In response to previous information disclosure violations and internal control issues, the company has established a special rectification team, revised its revenue recognition policies, and strengthened internal audits [3] - Investors are concerned about the effectiveness of these measures [3] Company Status - The company plans to focus on its core business and optimize its subsidiary layout [4] - However, the liquefied petroleum gas business is significantly affected by fluctuations in international oil prices, and the fine chemical projects are still in the capacity ramp-up phase, posing challenges to future operational stability [4]
济南圣泉集团股份有限公司关于收购控股子公司济南尚博医药股份有限公司股权暨关联交易的公告
Core Viewpoint - The company, Jinan Shengquan Group Co., Ltd., plans to acquire a 13.50% stake in its subsidiary, Jinan Shangbo Pharmaceutical Co., Ltd., from BIOSYNTH LIMITED for a total consideration of $4.29 million, increasing its ownership from 76.50% to 90.00% [2][4][30]. Group 1: Transaction Overview - The acquisition aims to enhance the synergy between fine chemicals and pharmaceutical intermediates, improve asset integration efficiency, and optimize the governance structure of the subsidiary [4]. - The transaction has been approved by the company's board of directors and does not require shareholder approval as it does not meet the threshold for such a review [3][31][32]. - The total transaction amount is $4.29 million, which is based on an asset valuation report that assessed the market value of the subsidiary's equity at approximately ¥222.92 million [14][22]. Group 2: Related Party Transaction - BIOSYNTH LIMITED is considered a related party due to the prior directorship of Wang Wubao, who served as a director at both the company and BIOSYNTH [2][7]. - The company has not engaged in similar transactions with different related parties in the past 12 months, and the cumulative amount of daily related transactions with the same related party is ¥17.57 million [6][34]. Group 3: Financial and Operational Aspects - Shangbo Pharmaceutical focuses on CDMO services for pharmaceutical intermediates, providing integrated services for the development and production of small molecule intermediates [10]. - The subsidiary has passed various international certifications, including FDA approval, and operates under EU CGMP standards [10]. Group 4: Approval Process - The transaction was reviewed and approved in a special meeting of independent directors before being presented to the full board, where it received unanimous support [5][31].
染料涨价潮推动化工股活跃,德美化工股价波动显著
Jing Ji Guan Cha Wang· 2026-02-13 10:23
Core Viewpoint - The chemical industry is experiencing a price surge in dyes, driven by a significant increase in the prices of upstream key intermediates, with some rising over 50% [1] Group 1: Industry Overview - The price of disperse dyes has been continuously increasing, with leading companies like Zhejiang Longsheng and Runtou Co. raising their quotes on February 8 [1] - UBS Securities indicates that after four years of adjustment, the supply-demand dynamics in the chemical industry are improving, predicting an upward cycle from 2026 to 2028 [1] Group 2: Company Insights - Demy Chemical (002054), a fine chemical enterprise, has a closely related textile chemicals business to the dye industry chain, suggesting that the improved industry outlook may positively impact the company's profitability [1] Group 3: Stock Performance - Demy Chemical's stock has shown significant volatility over the past week, with a price fluctuation range of 16.19% from February 6 to February 13 [1] - On February 9, the stock hit the daily limit up, increasing by 10.05%, followed by a further rise of 1.89% on February 12, before a slight decline to 10.62 yuan on February 13, down 1.39% [1] - On February 9, institutional investors net bought 24.94 million yuan worth of shares, indicating high short-term capital activity, with a financing purchase amount of 89.58 million yuan on February 12 [1] - Technically, the stock price has broken through the 20-day moving average of 9.39 yuan, with the MACD indicator maintaining a bullish signal, although attention is needed around the resistance level of 11.00 yuan [1]
圣泉集团(605589.SH):拟429万美元收购尚博医药13.50%股权
Xin Lang Cai Jing· 2026-02-13 09:13
Core Viewpoint - Shengquan Group (605589.SH) aims to enhance its competitiveness and operational efficiency by optimizing the governance structure of its subsidiary, Shangbo Pharmaceutical, through a share acquisition agreement with Baooushinte [1] Group 1: Share Acquisition - The company plans to acquire a 13.50% stake in its subsidiary, Shangbo Pharmaceutical, from Baooushinte using its own funds [1] - The transaction price for the share transfer is set at $4.29 million [1] Group 2: Strategic Objectives - The acquisition is intended to strengthen the synergy between fine chemicals and pharmaceutical intermediates [1] - The move is part of a broader strategy to improve asset integration efficiency and core competitiveness [1]
美邦科技股价冲高回落,业绩预告显示亏损扩大
Jing Ji Guan Cha Wang· 2026-02-12 07:41
Market Performance - The stock price of Meibang Technology (920471.BJ) experienced significant fluctuations over the past week, showing a pattern of rising and then retreating [1] - On February 6, the stock surged by 8.65%, closing at 18.47 yuan with a trading volume of 215 million yuan and a turnover rate of 22.22% [1] - However, the stock price declined continuously, closing at 16.67 yuan on February 12, representing a cumulative drop of 9.75% from the peak on February 6, with a trading volume of 95.94 million yuan and a turnover rate of 10.82% [1] - The stock exhibited a volatility range of 34.50% over the past week, indicating intense capital speculation, with net outflow of main funds [1] Financial Performance - The company released a profit warning on January 29, forecasting a net loss attributable to shareholders of 25 million to 35 million yuan for the year 2025, indicating an expansion of losses year-on-year [2] - The anticipated losses are primarily attributed to a decline in the selling prices of toluene oxidation series products and asset impairment provisions [2] - The financial pressure is further underscored by the 2025 third-quarter report, which showed a revenue of 318 million yuan for the first three quarters, a year-on-year decrease of 19.41% [2] Recent Developments - On February 6, during the stock's price surge, reports indicated that the company is focusing on the research and development of tetrahydrofuran and toluene oxidation series products, benefiting from the anticipated growth in fine chemical demand [3] - The company is recognized as a "small giant" in technology in Hebei Province, with business involvement in green manufacturing technology; however, there have been no new significant policies or industry events directly catalyzing recent developments [3]