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国家发展改革委部署创新消费补贴方式 加快推动智能终端和智能体走进千家万户
Sou Hu Cai Jing· 2025-09-30 02:18
围绕经济热点问题,国家发展改革委9月29日举行新闻发布会,国家发展改革委政策研究室副主任、新 闻发言人李超进行深入分析和解读。 我国经济运行总体平稳 "从全局全貌看,尽管面临外部压力,但在宏观政策持续发力等因素带动下,我国经济运行总体平稳, 高质量发展扎实推进。"李超表示。 从供给侧看,生产平稳增长,制造业、服务业的重点领域增势良好。8月份,规模以上装备制造业、高 技术制造业增加值同比分别增长8.1%、9.3%;服务业生产指数同比增长5.6%,住宿餐饮业生产指数增 速比上月加快。工业企业利润明显改善,1至8月,规模以上工业企业利润增速从1至7月的同比下降 1.7%转为增长0.9%。 从需求侧看,政策效能持续显现,展现出较强的韧性和抗压能力。前8个月,全国乘用车新能源市场零 售量同比增长超过20%,服务零售额增长5.1%;制造业投资增长5.1%。8月份,货物进出口总额同比增 长3.5%,出口和进口连续3个月实现双增长,对共建"一带一路"国家出口增长12.8%。 李超表示,将持续发力、适时加力实施宏观政策。同时,持续加强经济监测预测预警,做好政策预研储 备,根据形势变化及时推出。随着各项政策效应充分释放,我们有信 ...
前8个月全国社会物流总额229.4万亿元
Qi Huo Ri Bao Wang· 2025-09-29 18:28
(文章来源:期货日报网) 从工业领域看,装备制造业物流需求贡献突出,1—8月同比增长8.1%。其中,电子、电气机械、汽车 行业物流需求较快增长,拉动作用明显。 中国物流与采购联合会9月29日发布的数据显示,今年前8个月全国社会物流总额229.4万亿元,物流运 行保持平稳恢复态势。 ...
国家发改委将适时加力实施宏观政策
Bei Jing Shang Bao· 2025-09-29 14:29
Economic Overview - In August, China's economy showed overall stability driven by continuous macro policy efforts, with a focus on high-quality development [2][3] - The National Development and Reform Commission (NDRC) plans to strengthen economic monitoring and timely policy adjustments based on changing circumstances [5] Supply-Side Analysis - The manufacturing and service sectors demonstrated solid growth, with the added value of major equipment manufacturing and high-tech manufacturing increasing by 8.1% and 9.3% year-on-year, respectively [3] - The industrial profit of large-scale enterprises improved significantly, with profits turning from a 1.7% decline in the first seven months to a 0.9% increase in the first eight months, and a monthly profit growth of 20.4% in August [3] Demand-Side Analysis - Consumer demand showed resilience, with retail sales of new energy vehicles increasing by over 20% year-on-year in the first eight months, and service retail sales growing by 5.1% [4] - Investment in manufacturing rose by 5.1%, with significant increases in specific sectors such as information services and aerospace manufacturing [4] - In August, total goods import and export value increased by 3.5% year-on-year, with exports to Belt and Road countries growing by 12.8% [4] Policy Initiatives - The NDRC is advancing new policy financial tools with a total scale of 500 billion yuan, aimed at supplementing project capital [4] - The NDRC emphasizes the importance of effective financial services for the real economy and plans to accelerate project construction to enhance effective investment [4] Artificial Intelligence Development - The NDRC is promoting the "Artificial Intelligence +" initiative, aiming for over 70% application penetration of new intelligent terminals and agents by 2027 [6] - The initiative includes policy guidance, support for collaboration between AI companies and industry leaders, and the establishment of national AI application bases to lower entry barriers for businesses [7] - The focus is on enhancing the application of AI across various sectors, which is expected to drive traditional industry upgrades and stimulate consumer demand through innovative subsidy methods [8]
兰石重装:关于公司及全资子公司企业技术中心被认定为省级企业技术中心的公告
Group 1 - The core announcement is that Lansi Heavy Industry has been recognized as a "Gansu Province Enterprise Technology Center" along with its wholly-owned subsidiary, Lanzhou Lansi Heat Exchange Equipment Co., Ltd. [1] - The recognition was issued by multiple government bodies including the Gansu Provincial Department of Industry and Information Technology, the Gansu Provincial Development and Reform Commission, the Gansu Provincial Department of Science and Technology, the Gansu Provincial Department of Finance, and the Gansu Provincial Taxation Bureau of the State Administration of Taxation [1]
兰石重装(603169.SH)及全资子公司企业技术中心被认定为省级企业技术中心
Ge Long Hui A P P· 2025-09-29 09:11
Core Viewpoint - Company and its subsidiary have been recognized as a provincial-level enterprise technology center, highlighting their technological innovation and R&D capabilities [1] Group 1: Recognition and Impact - The recognition by Gansu Provincial Industrial and Information Technology Department and other authorities affirms the company's technological innovation and independent R&D capabilities [1] - The designation as a provincial enterprise technology center reflects the company's research capabilities and overall strength [1] Group 2: Future Plans - The company plans to continue advancing key core technology research and enhance its independent innovation and technological innovation levels [1] - The focus on improving core competitiveness aims to promote sustainable, healthy, and high-quality development of the company [1]
2025年8月工业企业利润数据点评:原材料利润领衔改善
Ping An Securities· 2025-09-29 08:50
Group 1: Profit Overview - From January to August 2025, the total profit of industrial enterprises reached CNY 46,929.7 billion, a year-on-year increase of 0.9%[2] - In August 2025, industrial enterprise profits grew by 20.4% year-on-year, an increase of 21.9 percentage points compared to the previous month[2] - The profit margin for industrial enterprises in August was 5.83%, up by 0.90 percentage points year-on-year[2] Group 2: Sector Performance - Raw materials manufacturing profits increased by 22.1%, a 10 percentage point rise from the previous month, driven by price recovery[2] - Consumer goods manufacturing profits shifted from a decline of 2.2% to a growth of 1.4%, mainly supported by the beverage and paper industries[2] - Equipment manufacturing profits grew by 7.2%, contributing 2.5 percentage points to the overall profit growth of industrial enterprises[2] Group 3: Financial Metrics - The growth rates of industrial enterprise assets and liabilities were 5.0% and 5.4%, respectively, both showing an increase from the previous month[2] - The inventory of finished products increased by 2.3% year-on-year, a slight decrease of 0.1 percentage points from the previous month[2] - Accounts receivable growth declined to 6.6%, marking a continuous decrease for five months[2] Group 4: Risks and Recommendations - Risks include the potential ineffectiveness of growth stabilization policies, overseas economic recession, and escalating geopolitical conflicts[7] - The report recommends a strong buy rating for stocks expected to outperform the market by over 20% in the next six months[8]
辽宁省工业互联网布局显成效 赋能“新”“旧”产业多领域开花
Core Insights - Liaoning Province is enhancing its industrial internet infrastructure to support the transformation of traditional manufacturing and the development of emerging industries [1][10] - Companies in Liaoning are leveraging digital technologies to improve efficiency, reduce costs, and enhance product quality [2][4][5] Group 1: Traditional Manufacturing Transformation - Shenyang Blower Works Group has implemented comprehensive digital transformation, achieving full online control over personnel, machines, materials, methods, and environment [2] - The company has successfully developed over 200 domestically produced products, including world-class items, and has been recognized for its digital transformation initiatives [2] - Anshan Iron and Steel's color coating plant has become a "dark factory," fully automating production, handling, storage, and testing processes, resulting in a 20% increase in production efficiency and a 10% reduction in costs [3][4] Group 2: Digitalization in Various Industries - TBEA Shenyang Transformer Group has established flexible production lines and automated processes, achieving significant automation in key operations [3] - The oil and petrochemical sector is also undergoing digital transformation, with integrated production control platforms enhancing operational efficiency and data sharing [5][6] Group 3: Robotics and Advanced Manufacturing - Shenyang Siasun Robot & Automation Co. is a leading player in the robotics industry, focusing on smart manufacturing and providing comprehensive support for industrial upgrades [7] - The company has developed advanced industrial robots and automation solutions, contributing to a sustainable industrial ecosystem [8] - Kede CNC has established a complete technology system for high-end manufacturing, achieving breakthroughs in aerospace and automotive sectors [9] Group 4: Policy and Ecosystem Support - Liaoning Province has implemented a robust policy framework to support industrial internet development, including a "1+1+N" policy system [10] - The Jinpu New Area's Industrial Internet Innovation Experience Center aims to bridge the digital divide for SMEs and promote digital transformation [10] - Anshan Group has built a high-level data center to provide cloud computing and AI resources, supporting various industries [11]
流通“大动脉”畅通有力 多领域物流需求快速增长“含金量”十足
Yang Shi Wang· 2025-09-29 07:21
Core Insights - The logistics sector in China has shown stable growth in the first eight months of 2025, with a total social logistics volume reaching approximately 229.4 trillion yuan, reflecting a year-on-year increase of 5.2% [5][16]. Group 1: Overall Logistics Performance - The total social logistics volume for January to August 2025 is 229.4 trillion yuan, maintaining stable expansion and structural optimization [5]. - The logistics demand in the equipment manufacturing sector has been particularly strong, with a year-on-year growth of 8.1% [5]. - The logistics demand in the electronics, electrical machinery, and automotive sectors has also shown significant growth, with increases of 9.9%, 9.8%, and 8.4% respectively [5]. Group 2: Consumer and Household Logistics - The logistics volume for units and household goods has rebounded steadily, with a year-on-year growth of 6.5%, indicating a recovery in consumption-related logistics demand [8]. - The growth rate for this segment has improved by 0.3 percentage points compared to the previous month [8]. Group 3: International Logistics and Imports - International logistics is stabilizing, with an accelerated optimization of import logistics structure [13]. - The import logistics volume for intermediate goods and consumer products has shown stable growth, with year-on-year increases of 13.6% and 14.4% respectively for machine tools and integrated circuits [13][14]. - The logistics volume for consumer goods such as fresh fruits and nuts, as well as beauty and personal care products, has also seen positive growth, with increases of 14.4% and 9.7% respectively [14]. Group 4: Green Logistics and Recycling - The logistics volume for recycled resources has increased by 12.9% year-on-year, indicating a strong growth trend [19]. - The production of green products such as new energy vehicles and lithium-ion batteries continues to rise rapidly, supporting the ongoing transformation towards a greener economy [19].
再现“A吃B”,海联讯合并杭汽轮获证监会批准
Core Viewpoint - The merger between Hailianxun and Hangqilun B is a significant asset restructuring and related transaction, with the approval from the China Securities Regulatory Commission marking the transition to the implementation phase of the deal [1][2]. Group 1: Merger Details - Hailianxun plans to absorb Hangqilun B through a share swap, with a swap price of 9.35 yuan per share for both companies, resulting in a 1:1 swap ratio [1]. - Following the completion of the merger, Hangqilun B will be delisted and its legal entity will be canceled, while Hailianxun will inherit all assets, liabilities, and operations of Hangqilun B [1]. Group 2: Ownership Structure - Both companies are under the control of the Hangzhou State-owned Assets Supervision and Administration Commission, which will remain the actual controller post-merger [2]. - Prior to the merger, Hangzhou State-owned Capital Investment Operation Co., Ltd. held 29.80% of Hailianxun and indirectly controlled 58.70% of Hangqilun B, while post-merger, it will hold 6.71% of Hailianxun directly and control 52.19% in total [2]. Group 3: Historical Context - Hangqilun, established in 1958, is a large state-owned enterprise focused on equipment manufacturing and has struggled to raise capital since its listing in 1998 [3]. - Hailianxun, listed on the Growth Enterprise Market in 2011, initially focused on power information system integration and became a subsidiary of Hangzhou Financial Investment Group in May 2020 [3]. Group 4: Financial Overview - As of June 30, 2025, Hangqilun's total assets were 17.545 billion yuan, with a net asset of 9.384 billion yuan, while Hailianxun's total assets were only 685 million yuan, with a net asset of 487 million yuan [4]. - Revenue figures for Hangqilun from 2022 to the first half of 2025 were 5.519 billion yuan, 5.924 billion yuan, 6.639 billion yuan, and 2.447 billion yuan, with net profits of 522 million yuan, 518 million yuan, 540 million yuan, and 153 million yuan respectively [4]. - In contrast, Hailianxun's revenues during the same period were 242 million yuan, 213 million yuan, 228 million yuan, and 75.164 million yuan, with net profits of 10.31 million yuan, 10.81 million yuan, 9.458 million yuan, and 1.566 million yuan [4].
期指:或有所企稳
Guo Tai Jun An Qi Huo· 2025-09-29 02:46
Report Summary 1. Investment Rating - The report does not provide an investment rating for the industry. 2. Core View - The report suggests that the stock index futures may stabilize [3]. 3. Key Points by Category 3.1 Index Futures Data - On September 28, all four current - month index futures contracts declined. IF fell 1.16%, IH fell 0.43%, IC fell 1.48%, and IM fell 1.33% [1]. - In terms of trading volume, the total trading volume of index futures rebounded, with IF decreasing by 12,397 lots, IH decreasing by 3,587 lots, IC increasing by 6,370 lots, and IM increasing by 30,154 lots [2]. - Regarding positions, IF's total positions decreased by 6,449 lots, IH's increased by 1,041 lots, IC's increased by 3,365 lots, and IM's increased by 11,537 lots [2]. 3.2 Index Futures Basis - The report presents the basis data of IF, IH, IC, and IM from September 2 to September 26 [4]. 3.3 Top 20 Member Positions - The report shows the changes in long and short positions of the top 20 members of each index futures contract, with some data not disclosed [5]. 3.4 Trend Intensity - The trend intensity of IF and IH is 1, and that of IC and IM is also 1. The trend intensity ranges from - 2 to 2, with - 2 being the most bearish and 2 being the most bullish [6]. 3.5 Important Drivers - From January to August, the total profit of industrial enterprises above designated size in China was 4,692.97 billion yuan, a year - on - year increase of 0.9%. In August, the profit increased by 20.4% year - on - year, turning from a 1.5% decline in the previous month [6]. - The central bank's monetary policy committee proposed to strengthen monetary policy regulation, guide financial institutions to increase credit supply, and maintain the stability of the capital market [6]. 3.6 Stock Market Performance - A - share indexes fluctuated downward. The ChiNext Index fell more than 2% below 3,200 points. The Shanghai Composite Index fell 0.65% to 3,828.11 points, the Shenzhen Component Index fell 1.76%, the ChiNext Index fell 2.6%, the North Star 50 fell 1.81%, the Science and Technology Innovation 50 fell 1.6%, and the Wind All - A Index fell 1.2%. The trading volume of A - shares was 2.17 trillion yuan, down from 2.39 trillion yuan the previous day [7].