贵州省黎平县肇兴侗寨。 新华社图 东数西算（贵州）智算中心。 新华社图 贵州贵安新区 "贵州正坚定不移大抓产业、主攻工业，发挥比较优势加快构建富有贵州特色的现代化产业体系，投资 贵州正当其时。"贵州省委书记徐麟说，希望大家以此次考察为契机，持续看好贵州、继续深耕贵州， 落地更多优质项目，实现互利共赢。 ◎记者 林超 秦春刚 李子健 穷富辩证 ——从"一块石头"做起 贵州，名虽为"贵"，却曾为"天下第一贫瘠之地"。十多年前，贵州GDP仅占全国百分之一，长期处于中 国经济的"洼地"。 投资创业 何以为"贵" 建设中的贵州六安高速花江峡谷大桥。 新华社图 ——以高质量发展统揽全局的贵州实践 从GDP仅占全国百分之一，到一年新签约6600多亿元项目合同，十余年间，贵州以"三不沿"之躯，在大 山褶皱间重构发展逻辑。 贵州为什么行？未来又将如何发展？近期，上海证券报社组织60多位企业和金融机构代表来到这片土 地，寻商机，探新机。 "坚持以高质量发展统揽全局""在中国式现代化进程中展现贵州新风采"。新蓝图已绘就，新征程正扬 帆。 但穷的不是资源，而是发展理念。"黔中无闲石，贵地多宝藏"——贵州素有"江南煤海"之称，"中国磷 ...

Core Viewpoints - The article emphasizes the positive impact of the Ministry of Industry and Information Technology's (MIIT) advocacy for reducing internal competition in the automotive industry, which is expected to improve the fundamentals of the passenger car market [4][10]. Weekly Data - In the first week of July 2025 (June 30 - July 6), passenger car sales reached 405,000 units, up 18.7% year-on-year but down 29.9% month-on-month. New energy vehicle (NEV) sales were 215,000 units, up 25.6% year-on-year and down 27.8% month-on-month. The NEV penetration rate was 53.1%, an increase of 1.5 percentage points month-on-month [1][43]. Weekly Market Performance - The automotive sector underperformed the market in the week of July 7-11, 2025, with a decline of 0.26%, ranking 30th among sub-industries. The Shanghai Composite Index rose by 1.15%. Among sub-sectors, automotive services and parts saw increases of 3.52% and 0.33%, while commercial vehicles, passenger cars, motorcycles, and others declined by 0.25%, 1.16%, 1.32%, and 1.78% respectively [2][30]. Investment Recommendations - The article recommends focusing on high-quality domestic brands that are accelerating in smart technology and globalization, specifically highlighting companies such as Geely, BYD, Li Auto, Xiaomi, and Xpeng [3][13]. Policy Impact - The MIIT's recent initiatives to combat internal competition include shortening payment terms for suppliers to 60 days, controlling pricing to prevent below-cost sales, and enhancing product quality checks. These measures are expected to alleviate cash flow pressures in the supply chain and shift competition from price wars to value-based competition [4][10]. Robotics Sector Insights - The acquisition of a 63.62% stake in a new material company by Zhiyuan Robotics is expected to boost interest in the robotics sector, especially with upcoming events like Tesla's Q2 2025 earnings call and the World Artificial Intelligence Conference [5][11]. Motorcycle Market Trends - The motorcycle market is experiencing growth, with sales of 250cc and above motorcycles reaching 101,000 units in May 2025, a year-on-year increase of 31.1%. The cumulative sales from January to May 2025 reached 399,000 units, up 50.4% year-on-year [18][20]. Heavy Truck Market Dynamics - Heavy truck sales in May 2025 were 83,000 units, a year-on-year increase of 6.0%. The expansion of the vehicle replacement subsidy program is expected to stimulate demand for new trucks [23][25]. Tire Industry Outlook - The tire industry is witnessing a strong performance with high operating rates and increasing demand. The average operating rate for passenger car tires was 78.11% in late April 2025, indicating robust market conditions [26][52].

每经记者｜黄博文 每经编辑｜陈俊杰 "胆似铁打，骨似精钢，胸襟百千丈，眼光万里长⋯⋯"伴随激昂旋律，两台身披醒狮服饰的机器人与居中顶绣球的机器人协同完成系列高难度舞狮动作。 近日，《每日经济新闻》记者跟随"活力中国调研行"采访团来到位于广东揭阳的巨轮智能（SZ002031），目睹了机器人舞狮的情景。 机器人舞狮 图片来源：每经记者 黄博文 摄 "机器人实现舞狮的关键，就在于其关节处搭载的RV减速器。"巨轮智能董事谢创鸿介绍。以顶绣球的五轴机器人为例，其内置5台RV减速器，配合精密控 制系统，可实现媲美人类舞狮的灵活运动。 据悉，巨轮智能成立于1992年，目前已形成轮胎模具、轮胎硫化机、工业机器人和精密机床四大高端业态。谢创鸿在接受《每日经济新闻》记者采访时表 示，在轮胎模具这个细分赛道，中国已没有短板。公司董事吴友武向记者透露，公司未来目标是成为中国RV减速器领域的龙头。另外，适用于人形机器人 的XT减速器产品预计在今年底前实现量产。 在轮胎模具赛道，中国没有什么短板 "轮胎模具绝非传统制造业，而是典型的技术密集型产业，尤其是汽车轮胎模具。"谢创鸿告诉记者，"经过多年技术积累，在轮胎模具这个细分赛道，中国 目 ...

智通财经7月11日电，据中国贸易救济信息网消息，2025年7月8日，巴西发展、工业、贸易和服务部外 贸秘书处（Ministério do Desenvolvimento, Indústria, Comércio e Serviços/Secretaria de Comércio Exterior） 发布2025年第53号公告，应巴西轮胎工业协会Associação Nacionalda Indústria de Pneumáticos,（ANIP） 于2024年10月31日提交的申请，对原产于印度的农机轮胎（葡萄牙语：pneus agrícolas de construção diagonal）发起反倾销调查。本案涉及南共市税号4011.70.10、4011.70.90、4011.80.90、4011.90.10 和 4011.90.90项下的产品。本案倾销调查期为2023年7月至2024年6月，损害调查期为2019年7月至2024年6 月。公告自发布之日起生效。 巴西对印度农机轮胎发起反倾销调查 ...

Group 1 - Weihai's Huancui District has been recognized for five consecutive years as a top performer in high-quality county-level economic development in Shandong Province, highlighting its strong economic growth and innovation capabilities [1] - The advanced manufacturing sector in Huancui District is a key driver of its economic success, with companies like Baowei New Materials achieving significant efficiency improvements and a 30% increase in orders for aerospace composite materials compared to the previous year [2][3] - The district is implementing a three-year action plan for new industrialization and a program to support high-quality small and medium-sized enterprises, aiming to add over 20 specialized and innovative enterprises and 15 smart and green factories [3] Group 2 - The district is focusing on optimizing its building economy by conducting a thorough assessment of 116 key buildings to identify underutilized spaces and improve occupancy rates [4] - The Huancui Financial Center has achieved a 98% occupancy rate, attracting major financial institutions and generating significant revenue, with total revenue expected to exceed 2 billion yuan and tax contributions over 60 million yuan [5] - The district is also developing the Yuanyao Shallow Sea Technology Bay Area, which aims to become a leading hub for marine technology innovation, with 44 emerging marine industry projects already established [6][7]

Core Insights - The Chinese tire industry is at a critical juncture, facing significant challenges despite holding a 35% share of the global market, with over 50% of companies experiencing a decline in net profits [1][2] - The industry is grappling with issues such as overcapacity, trade barriers, and a general decline in profitability, with profit margins dropping from 5.3% in 2020 to less than 3% in 2023 [2][3] Industry Challenges - The tire industry is facing unprecedented challenges, including overcapacity leading to fierce competition, complex international relations creating trade barriers, and a situation where revenue growth does not translate to profit [2] - In the high-end passenger car original equipment market, China's market share is less than 10%, highlighting a structural imbalance [2] - The domestic market is suffering from severe overcapacity, with some production facilities operating at less than 60% capacity, and a rise in the number of tire stores closing due to credit issues [2] Brand Development and Market Positioning - The industry must shift its focus towards brand building rather than competing solely on price, as foreign brands dominate nearly 80% of market profits [3][4] - Continuous investment in research and development, product quality improvement, and service system establishment are essential for enhancing brand competitiveness [4] Opportunities in New Energy Vehicles - The growth of the new energy vehicle (NEV) market presents a new opportunity for the tire industry, with predictions of significant sales increases in the commercial NEV sector by 2025 [5] - Tire companies are encouraged to focus R&D efforts on NEVs and high-end passenger car tires to capture emerging market opportunities [5] Technological Advancements and Smart Transformation - A digital revolution is underway in tire manufacturing, with leading companies implementing smart manufacturing solutions that significantly enhance efficiency and reduce defect rates [6][7] - The integration of digital capabilities across the supply chain and production processes is becoming a core competitive advantage for tire companies [7] Global Strategy and Market Expansion - Chinese tire companies are adjusting their global strategies, moving from product export to brand establishment in international markets [7] - The establishment of production bases in regions like Africa demonstrates the industry's commitment to global expansion and competitiveness [7] Innovation and Performance Improvement - Innovations in tire performance, such as the development of liquid gold tires that improve fuel efficiency and reduce braking distances, are crucial for maintaining competitiveness [8] - The industry is encouraged to collaborate across the entire value chain to address international market challenges and enhance its influence in standard-setting [8]

Core Insights - Rubber futures continue to rise due to a surge in U.S. tire imports and supply threats from heavy rains in Thailand [1] Group 1: Market Dynamics - The increase in rubber futures prices is influenced by a significant increase in U.S. tire imports [1] - Heavy rainfall in Thailand poses a risk to rubber supply, potentially impacting future prices [1] Group 2: Price Trends - The ongoing upward trend in rubber futures raises questions about the sustainability of these price increases [1]

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]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：云 6月30日，山东玲珑轮胎股份有限公司（下称"玲珑轮胎"）向港交所递交招股书，谋求"A+H"上市，中信证券和招商国际担任联席保荐人。 业绩增收不增利、毛利率净利率均处在较低水平、资产负债率持续攀升、短债货币资金缺口超百亿、A股市值持续缩水再融资困难加大，这就不难理解 为何玲珑轮胎急于奔赴港股市场融资了。但是，港股市场IPO对于企业和公司A股大小股东而言，真的算是一剂良药吗？ A股市值缩水500亿元背后：利润波动大、盈利能力较差、短债货币资金缺口超百亿 玲珑轮胎2020年后业绩状况难言稳定，其中2021年、2022年归母净利润大幅下挫，分别同比下降64.48%、63.03%。此后2023年、2024年公司虽业绩双 增，但是净利润仍未恢复2020年水平。 | 公告日期 | 融资方式 | 年度 | 发行价(元) | 募资总额(万元) | 嘉资净额(万元) | | --- | --- | --- | --- | --- | --- | | 2022-04-19 | 定向增发 | 2022 | 21.45 | ...

Group 1 - Tengsen Tire (Weihai) Co., Ltd. successfully obtained the ISO56005 certification, becoming the first in the district and the second in the province to achieve this level, marking progress in the implementation of innovation management and intellectual property international standards in Weihai [1] - The ISO56005 standard emphasizes the integration of intellectual property strategy, innovation strategy, and business strategy, aiming to enhance innovation efficiency and intellectual property value through systematic management [2] - The certification process took four months of rigorous preparation and efficient organization, resulting in an official recognition of the company's capabilities in innovation and intellectual property management [1][2] Group 2 - The Weihai Market Supervision Administration is actively promoting the ISO56005 standard by inviting industry experts to educate local enterprises on the importance and benefits of the standard, addressing initial resistance due to lack of understanding [3] - The certification costs for ISO56005 range from 80,000 to 380,000 yuan depending on the evaluation level, which poses a financial challenge for companies amid rising operational costs and market competition [4] - To support enterprises in reducing the cost of certification, the Weihai Market Supervision Administration will provide financial assistance of up to 100,000 yuan for first and second-level certifications and 150,000 yuan for lower-level certifications starting in 2024 [4]