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不甘“边缘化”?中部大省“向外求索”
Mei Ri Jing Ji Xin Wen· 2025-12-10 13:47
每经记者|刘旭强 每经编辑|杨欢 据不完全统计,目前全国已有超半数省份发布"十五五"规划建议。 根据最新发布的河南"十五五"规划建议,一个明显的亮点是,河南与周边省份合作的表述,从"十四五"规划建议中"继续加强和巩固周边合作"的"一句带 过",变为覆盖周边省份、区域的"精准施策"。 座次变化背后,是外贸产业结构的调整。 可见,毗邻省份协作被河南摆在更重要的位置。而这一举动的核心目标,是为了更好融入全国统一大市场。作为"十省通衢"的中部大省,河南有区位、市场 规模、人力、文化等众多优势,但近年经济总量被四川超越,外贸总额也被安徽反超,在大省经济竞赛中面临不小压力。 更关键的是,在全国统一大市场建设规划的五个优先协作区域中,河南暂未被纳入其中。在河南当地专家看来,这意味着河南在全国统一大市场建设中已 有"边缘化"危机。随着中部崛起、黄河流域高质量发展等国家战略推进,与毗邻省份抱团发展成为河南破局的必然选择。 "十五五"关键期,河南如何以省际协作为抓手,用通道串联资源、以节点城市聚产业,最终在全国统一大市场中提升位势能级? 筑支点 "九州腹地、十省通衢",河南素来以交通枢纽优势为发展底气之一。但近年,其枢纽经济面临 ...
长荣股份:12月10日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-10 11:37
每经头条(nbdtoutiao)——白金信用卡权益大缩水:贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头,"羊 毛党"薅了个寂寞 2024年1至12月份,长荣股份的营业收入构成为:装备制造占比89.04%,经营租赁占比4.86%,融资租 赁占比4.68%,健康产业占比1.3%,其他业务收入占比0.12%。 截至发稿,长荣股份市值为33亿元。 每经AI快讯,长荣股份(SZ 300195,收盘价:7.82元)12月10日晚间发布公告称,公司第六届第十八 次董事会会议于2025年12月10日在公司会议室以现场结合通讯表决方式召开。会议审议了《关于召开 2025年第四次临时股东会的议案》等文件。 (记者 曾健辉) ...
内蒙一机:12月10日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-10 10:15
截至发稿,内蒙一机市值为278亿元。 每经头条(nbdtoutiao)——白金信用卡权益大缩水:贵宾厅限次、酒店减量⋯⋯银行吐槽没赚头,"羊 毛党"薅了个寂寞 每经AI快讯,内蒙一机(SH 600967,收盘价:16.36元)12月10日晚间发布公告称,公司八届四次董事 会会议于2025年12月10日以通讯形式召开。会议审议了《关于取消监事会、修订〈公司章程〉议案》等 文件。 2024年1至12月份,内蒙一机的营业收入构成为:装备制造业占比100.0%。 (记者 曾健辉) ...
新华指数・博鳌发布|展望“十五五”新机遇
Xin Hua Cai Jing· 2025-12-10 09:33
指数是洞察趋势、破解难题的"数字钥匙"。 回望"十四五",中国经济的航船稳健前行,制造业投资持续增长,现代化产业体系加快建设,装备制造"压舱 石"作用持续凸显,"中国创新指数"持续向好。 2025中国企业家博鳌论坛期间,新华指数研究院发布"担当时代使命 共创未来新篇"年度演讲,解码指数背后 的时代机遇,探寻"十五五"时期的高质量发展路径。 ——以指数洞察趋势,中国经济新动能处处涌动着蓬勃生机 在世界开放指数下降、经济与文化开放收紧的背景下,全球南方新兴市场的开放进程却在加快。新华社研究 院、新华指数研究院共同发布的《携手推动高质量发展 共筑亚太命运共同体》智库报告,基于开放、创新、绿色 等多维数据分析指出,中国凭借超大规模市场优势与产业配套能力,在复杂外部环境中为区域繁荣注入持久动 力。 党的二十届四中全会审议通过《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》,将"建设 现代化产业体系,巩固壮大实体经济根基"置于12项战略任务首位,首次提出建设能源强国, 为我国夯实发展根 基指明方向。 绿色经济高质量发展态势愈发鲜明。如今,全国每3度电中就有1度来自绿电,为人工智能、算力等新兴产业 提供能源保障 ...
中集安瑞科20251209
2025-12-10 01:57
Summary of CIMC Enric's Conference Call Company Overview - CIMC Enric has transformed from an equipment manufacturer to a comprehensive service provider, offering integrated solutions including design and construction, which has improved operational efficiency to 10%-15%, significantly higher than traditional equipment manufacturing [2][4]. Revenue and Profitability - The clean energy segment accounts for the highest revenue share at 77.7%, while the liquid food segment has the highest gross margin. The overall gross margin fluctuates between 15%-20%, with a net margin of approximately 5%-6% [2][5]. Market Trends - Global natural gas consumption growth is slowing but remains higher than traditional energy sources. The release of significant LNG capacity is expected to drive trade growth, with natural gas prices projected to stabilize around $8 from 2025 to 2030, stimulating demand in transportation and power generation [2][7]. - Domestic natural gas consumption is currently negative, but the transportation sector shows stable growth. CIMC Enric is actively involved in oil-to-gas conversion projects in inland shipping to align with global clean energy trends [2][8]. Order and Business Outlook - There is a significant increase in LNG transport vessel orders, with many mainstream shipyards booked until 2027-2028. New orders signed in the first three quarters have increased fivefold year-on-year, including multiple MEG refueling vessels and ammonia fuel-powered ships [2][9]. - The company has established a comprehensive solution in the water clean energy sector, with orders exceeding annual targets for 2025, indicating strong market demand and growth potential [2][10]. Sector-Specific Developments - In the hydrogen energy sector, CIMC Enric is a pioneer with a full range of liquid hydrogen storage and transportation capabilities. Despite slower-than-expected growth in 2025, there is potential for future growth due to increased policy support [2][11]. - The company has early investments in green methanol, with a 50,000-ton project set to launch in Zhanjiang in 2025 and a 200,000-ton project planned for 2027, which is expected to generate significant profits [2][12]. - The coke oven gas business is emerging as a key growth area, with projects already operational and high profit margins, contributing to the company's future growth [2][13]. - The chemical environment segment faces challenges due to a global chemical cycle downturn, but is expected to recover as the global economy improves [2][14]. - The liquid food segment, primarily focused on beer and non-alcoholic beverages, is optimistic about future growth, especially with international market demand [2][15]. Overall Performance Expectations - CIMC Enric anticipates a profit growth of approximately 15% year-on-year in 2025, with revenue growth maintaining a double-digit rate. The company plans to maintain a dividend payout ratio of about 50%, which may increase with new project launches [2][16].
【咸阳】优良作风护航高质量发展
Shan Xi Ri Bao· 2025-12-09 23:22
Core Viewpoint - The news highlights the efforts of Xi'an and Xianyang in enhancing local economic development through improved governance, project management, and tourism initiatives, showcasing significant achievements in GDP growth and project completions [1][2][3][4] Group 1: Economic Development - Xianyang's GDP surpassed 204.6 billion yuan in the first three quarters of the year, reflecting a year-on-year growth of 6% [1] - The city has successfully implemented the "131" work layout, focusing on the integration of Xi'an and Xianyang, key project construction, and urban scenic area development [2][3] Group 2: Project Management and Governance - A total of 60 county-level officials were promoted based on their performance in project management, demonstrating a commitment to the principle of "projects produce officials" [2] - The Zhengtai Energy Equipment Manufacturing project in Xunhua County, with a total investment of 320 million yuan, is a representative project of the Xixian integration, expected to enhance China's share in high-end equipment manufacturing [2][3] Group 3: Tourism and Community Engagement - The persimmon orchard in Luodian Village attracted over 50,000 visitors in a single day, indicating a successful transformation of the area into a popular tourist destination [1] - Local government initiatives have improved the living standards and satisfaction of residents, as seen in the development of urban infrastructure and community services in Changwu County [3]
硬核铸品闯全球
Si Chuan Ri Bao· 2025-12-09 20:46
党的二十届四中全会提出,提升产业链自主可控水平,强化产业基础再造和重大技术装备攻关, 滚动实施制造业重点产业链高质量发展行动,发展先进制造业集群。 12月3日,四川省金镭重工有限公司(简称金镭重工)厂区内,机械轰鸣声与钢材焊接的"滋滋"声 此起彼伏,车间里浓郁的"工业风"扑面而来:冷却区域,一个个巨型铸钢件黑里透红,数米之外 都能感受到阵阵热浪;打磨车间内,工人围着形状不同、大小不一的铸钢件进行精细打磨,去除 表面瑕疵。 这些看似厚重硕大的铁疙瘩,在历经模具制作、造型、清砂、热处理、检测等工序后,将运往全 国乃至全球各地,成为核电、重型燃机等国家重大工程的"关键骨骼"。 党的二十届四中全会提出,提升产业链自主可控水平,强化产业基础再造和重大技术装备攻关, 滚动实施制造业重点产业链高质量发展行动,发展先进制造业集群。作为内江"4+ 2"主导产业的 重要组成部分,"装备+"产业是内江工业的老本行。内江通过引进先进技术、培育龙头企业、搭建 创新平台等方式,推动"装备+"产业向高端装备制造转型。 金镭重工能成为内江"装备+"产业的代表之一,在于它生产的这些铁疙瘩隐藏着两个极限指标:向 上耐受620摄氏度的高温,向下抵 ...
担当时代使命 共创未来新篇——展望“十五五”新机遇
Zhong Guo Fa Zhan Wang· 2025-12-09 17:50
Group 1 - The core viewpoint emphasizes the importance of indices in understanding trends and unlocking opportunities in China's economy, highlighting the steady growth of manufacturing investment and the construction of a modern industrial system during the "14th Five-Year Plan" period [1] - The "China Innovation Index" continues to improve, reflecting the robust vitality of new economic drivers in China [1] - The report from the Xinhua Index Research Institute discusses the acceleration of the opening process in emerging markets, with China leveraging its large market and industrial capabilities to inject lasting momentum into regional prosperity [1] Group 2 - The green economy is showing a clear trend towards high-quality development, with one-third of the country's electricity now generated from renewable sources, supporting emerging industries like artificial intelligence [2] - Inner Mongolia's modern energy economy development index is projected to grow by 24.21% year-on-year in 2024, indicating strong growth in the renewable energy sector [2] Group 3 - China has become the world's largest producer and user of new materials, with rare earth materials expanding their applications across various industries, including robotics and low-altitude economy [3] - The price index for rare earth materials is expected to show moderate growth by the end of 2025, indicating a positive market outlook [3] Group 4 - The "people-centered" approach is driving industrial evolution, with new consumption trends focusing on cultural, health, and aging economies [4] - The digital cultural industry is projected to account for nearly 5% of GDP by 2024, becoming a significant engine for economic growth [4] Group 5 - The silver economy is rapidly expanding, with an average annual growth rate of 15.27% since 2022, indicating significant opportunities in this sector [5] - The pet economy is also growing, with the global pet food market expected to reach $146.73 billion in 2024, and China's market ranking third globally [5] Group 6 - The "she economy" is projected to reach a consumption scale of approximately 10 trillion yuan in 2024, with over 8.3 million related enterprises, highlighting the economic contributions of women [6] Group 7 - The establishment of a unified national market is crucial for high-quality development, with data indices playing a key role in market operations [7] - The potato price index is helping to establish a pricing benchmark for the national market, enhancing regional market influence [7] Group 8 - The release of the first industry standard for the specialty agricultural product price index marks a significant step towards standardized development in this sector [8] Group 9 - Indices serve as digital business cards that enhance the value of regional brands, linking cultural heritage with modern industry [9] - Cities like Yan'an are leveraging their unique cultural identities to strengthen their economic foundations and enhance their global presence [9] Group 10 - The Xinhua Index is deeply integrated into global initiatives, helping to enhance China's international influence and showcase development opportunities [10] - The index acts as a "translator" for China's stories, aiming to resonate globally and promote high-quality development [10]
宁波精达:公司四季度盈利环比应该会有回转
Zheng Quan Ri Bao Wang· 2025-12-09 14:12
证券日报网讯12月9日,宁波精达(603088)在互动平台回答投资者提问时表示,装备企业订单周期和 生产周期较长,收入确认呈现非线性状态,公司四季度盈利环比应该会有回转。 ...
兰石集团科技创新获多项省级荣誉
Jing Ji Wang· 2025-12-09 09:44
近日,由甘肃省科协、省科技厅、省工信厅、省人社厅、省政府国资委、省工商联联合主办的第三届甘肃省企业科技创新大赛获奖结果公布。兰石集团所 属2家公司分别荣获科技创新企业银奖、铜奖,1人获评"科技创新达人",5项创新项目分别荣获科技创新成果二、三等奖及优秀奖,创新成果丰硕。 近年来,兰石集团积极发挥石油化工装备产业链链主作用,始终坚持科技创新引领企业高质量发展,积极培育新质生产力,聚焦科技创新关键环节,构建 自主创新与开放融通相统一的科技创新机制,创新效能有效释放。依托现有科技创新资源,建成4个国家级、21个省部级、6个创新联合体等一系列创新平 台,通过科技平台实现关键技术攻关、科技成果转移转化、领军人才培养,把打造高能级创新平台作为引领产业创新的"转换器",连续三年研发投入强度 达3.5%以上。 连续式多相界面反应法制备纳米磷酸铁锂前驱体技术研发及示范线,依托兰石中科纳米公司自主研发的连续式多相界面反应法,实现了相关材料规模化、 连续化、低成本生产,产品具备粒径均一、高压实密度等优异性能,充分满足高端市场需求。经科技成果鉴定评审,项目技术成熟度达到9级,技术创新 度达到6级,技术先进度达到5级,关键技术指标超过 ...