当"高质量发 展"从口号变为 广东连续四年的 开年主题，广东 的产业版图正在 顺德区委书记陈 新文：万亿工业 再升级，"两业 协同"开新局_南 方+_南方plus 发生深层重构。 2月24日召开的 全省高质量发展 大会，再次为新 一年定下基调。 在这场被视 为"十五五"起势 之战的重要会议 上，佛山顺德区 发出的信号，不 只是"稳住基本 盘"，更是以"两 业协同"重塑价 值坐标，奋力在 新一轮发展格局 中走在前列。 过去一年，顺德 交出了一份稳中 有进、进中提质 的成绩单。地区 生产总值创下 4469亿元新高， 规上工业总产值 站稳万亿关口， 达1.06万亿元， 百强企业营收额 增长26%，服务 业占GDP比重提 升至42.6%。 会上，佛山市委 常委、顺德区委 书记陈新文在发 言中表示，顺德 作为全省制造大 区，推动制造业 与服务业深度协 同，使命在肩、 责无旁贷，将从 坚持制造业当 家、两业协同、 城乡融合等方面 重点发力。 守业不守旧 "三箭齐发"推动 制造体系升级 "传统制造业丢 不得、丢不 起。" 陈新文表示，两 业协同的"主 干"是制造业。 顺德将用好本土 系、科创族、过 江龙和新生代 这"顺商新 ...

瞧过去，干哩不瓤—— 安阳人常说"干哩不瓤"，这直白的方言，道尽了安阳人"要么不干，要干就干到最好"的实干劲头，是对成绩 最实在的褒奖，更是对实干最生动的诠释。 过去一年的安阳，走得扎实、干得"不瓤"，经济运行稳中向好、趋新向优，全年生产总值增长5.5%，规上工 业增加值增长7.3%。 习近平总书记指出，一个民族需要有民族精神，一个城市同样需要有城市精神。 城市精神是一座城市的灵魂，是城市文化内涵的集中体现，彰显着独有的气质与别样的魅力。城市精神，涌 动在街巷阡陌的烟火肌理间，流淌在朝夕相伴的日常岁月里，更蕴含在带着古音古韵的乡音中。 春日启新程，2月6日，安阳两会如约而至。过去一年的实干答卷，未来一年的发展愿景，皆浓缩于万字的 《政府工作报告》中。这是向全市人民交出的发展答卷，更是对安阳百姓许下的庄严承诺。今时，我们以安 阳人最熟悉的乡音，用"安阳话"解读这份民生承诺，解码这座城市的精神内核与品格底色。 这份成绩，藏在科创的突破里：研发经费投入强度1.86%，技术合同成交额105.27亿元、增长85.5%；蓝天实 验室研发15款警用无人机装备，科创"双中心"促成52项技术合作，83名"科技副总"扎根企业，中 ...

2026年2月20日，农历大年初二晚上，本该是节日气氛正浓的时候。 但在大洋彼岸的白宫，美国总统特朗普却一点也高兴不起来。 他刚刚收到美国联邦最高 法院的终审裁决书，结果让他怒不可遏。 这份长达170页的裁决书，核心内容只有一句话：特朗普政府依据《国际紧急经济权力法》实施的大规模全球关税措施，缺乏明确的法律授权，属于违法行 为。 最高法院的九位大法官以6票对3票的压倒性结果，维持了下级法院的判决。 这意味着特朗普自2025年1月上任以来，赖以推行贸易战的核心工具之一，被最高法院亲手折断了。 他援引这部1977年的法律，以"国家紧急状态"为名，跳 过国会，对全球数十个贸易伙伴加征了10%到50%不等的关税。 如今，这条路被彻底堵死。 裁决带来的直接后果是惊人的财政黑洞。 宾夕法尼亚大学沃顿预算模型的经济学家估算，基于这部法律征收的关税总额已超过1750亿美元。 随着裁决生 效，这笔巨款面临着被退还给美国进口商的风险。 这个数字超过了美国运输部和司法部2025年财政支出的总和。 特朗普的反应迅速而激烈。 在白宫举行的州长早餐会上，他直接斥责作出裁决的多数派大法官"可耻"、"不爱国"，甚至称整个判决"荒谬、措辞拙劣 ...

Core Viewpoint - In 2025, China's GDP surpassed 140 trillion yuan for the first time, achieving a year-on-year growth of 5.0% at constant prices, maintaining a leading growth rate among major global economies [1][4]. Economic Growth and Resilience - China's economy has shown remarkable resilience, achieving a historic total increase during the "14th Five-Year Plan" period, with GDP rising from 110 trillion yuan to 140 trillion yuan, averaging over 5% growth [5]. - The manufacturing sector has maintained its position as the world's largest for 16 consecutive years, contributing significantly to economic stability and technological innovation [5]. - Grain production has stabilized at 1.4 trillion jin for two consecutive years, ensuring food security for over 1.4 billion people amidst global price fluctuations and extreme weather [5]. Risk Resistance and Stability - China's large economic scale has translated into strong risk resistance, maintaining stability in the face of global debt challenges and protectionist measures [7]. - The average urban unemployment rate during the "14th Five-Year Plan" was 5.2%, with real per capita disposable income growing by 5.0%, reflecting synchronized economic growth and improved living standards [7]. Domestic and International Demand - The domestic market has shown robust vitality, with significant consumer activity during holidays and a notable contribution of 52.0% from final consumption expenditure to economic growth [8]. - Despite global trade slowdowns, China's total import and export volume increased by 3.8%, with high-tech product exports rising by 13.2% [8]. Structural Optimization - The service sector's contribution to GDP reached 57.7%, becoming the largest industry, while new business models in cultural tourism and heritage revitalization are driving consumption upgrades [12]. - Strategic emerging industries such as high-end equipment manufacturing and biomedicine are rapidly developing, while traditional manufacturing is improving through technological upgrades [12]. Foreign Trade and Open Economy - High-level foreign trade initiatives, such as the Hainan Free Trade Port, have facilitated cross-border movement and increased imports, with a 37% rise in inbound tourists [14]. - The "Belt and Road" initiative has strengthened trade relationships with over 150 countries, enhancing China's integration into the global economy [14]. Innovation and New Productivity - China's R&D expenditure as a percentage of GDP has reached 2.8%, surpassing the OECD average, indicating a new phase of stable growth and quality improvement in technological innovation [16]. - The innovation index has ranked China among the top ten globally, with significant breakthroughs in key technologies supporting the development of emerging industries [16]. Conclusion - Overall, China's economy in 2025 illustrates resilience under pressure and the emergence of new opportunities during transformation, with a clear direction for high-quality development in the future [18].

经济观察网根据公开信息，永达股份（001239）在2026年及后续时间有以下值得关注的事件： 关联交易进展 合同最新进展 2025年12月22日，公司被确认为2026年度"机舱平台(后机座)"采购项目的预中标单位，订单总金额约3.5 亿元，合作周期为1年，预计全年交付陆上及海上机型共2100台。该项目将从2026年起开始执行，可能 对当年业绩产生积极影响。 以上内容基于公开资料整理，不构成投资建议。 公司拟通过发行股份及支付现金方式收购江苏金源高端装备有限公司49%的股权，并募集配套资金。该 交易已于2025年12月9日公布预案，但截至2026年2月5日，相关的审计、评估等工作尚未完成，仍需公 司董事会、股东会审议及监管机构批准后方可实施。交易完成后，永达股份将全资控股金源装备，有助 于提升在高端装备领域的竞争力。 ...

Core Insights - The article emphasizes the investment philosophy of Wu Wenyuan, focusing on long-term trends in industries and the selection of quality stocks within high-growth sectors [4][12][13]. Investment Philosophy - Wu Wenyuan's core methodology is summarized as "discovering value based on industry prosperity, comparing industries and selecting individual stocks" [4][11]. - Investment is viewed as a long-term journey alongside industrial trends, requiring in-depth research and data support to identify industries and companies with strong growth potential [4][11]. Market Outlook - The domestic securities market is expected to become more active and healthier by Q4 2025, with policies aimed at stabilizing growth and market confidence likely to be introduced [5][12]. - Global economic conditions, including expectations of further easing and rising resource prices, are anticipated to benefit certain sectors, particularly artificial intelligence [5][12]. Key Investment Areas - Industries with confirmed mid-to-long-term investment opportunities include core resource products, high-end equipment manufacturing, integrated circuits, artificial intelligence, national defense, information technology innovation, and new energy [6][13][14]. - The focus will remain on selecting "good industries," "good companies," and "good prices" to capitalize on high-prosperity sectors and quality stocks [6][13][14]. Economic Context - The stability of the domestic economy is highlighted as crucial for maintaining market confidence and vitality, with an emphasis on the urgency of developing new productive forces and ensuring security in development [5][12]. - The article notes the importance of reform, opening up, transformation, and innovation as the main lines of China's economic development [5][12].

（来源：内蒙古日报） 转自：内蒙古日报 心系职工冷暖，情牵万家灯火。为深入贯彻以人民为中心的发展思想，把党和政府的关怀温暖送到职工 心坎上，包头市总工会以"竭诚服务职工群众"为初心，构建"全域覆盖、分类施策、精准滴灌"的慰问体 系，在马年新春到来之际实现重点群体慰问全覆盖，让7.7万余名职工感受到党和政府的关怀与工会"娘 家人"的温暖，为即将到来的马年新春注入浓浓暖意。 走访慰问精准发力 覆盖全域重点群体 聚焦重点产业与企业。紧扣包头市"1144"现代化产业体系，对该市重点工程和重大项目建设等重点领域 加大倾斜力度，组织各旗县区工会慰问稀土先进制造旗帜型产业集群、先进材料主导型产业集群、清洁 能源、高端装备制造、现代生产性服务业、绿色农畜产品生产加工、数字经济、低空经济、资源循环、 文化旅游重点企业，深入生产车间、项目工地，为坚守岗位的17550位一线职工送上新春慰问品，激励 职工在"十五五"开局之年建功立业。针对节日期间仍坚守在民生保障一线的新就业形态劳动者、环卫工 人、春运保供人员、医护人员、边境口岸职工等，以及2025年重大灾害期间抢险救灾一线职工共2845人 送去新春慰问品，把党和政府以及工会组织的暖 ...

Core Viewpoint - The company reported a decline in both revenue and net profit for the fiscal year 2025, attributed to various domestic and international policy factors affecting overseas business progress [1] Financial Performance - The company achieved an operating revenue of 552 million yuan, a decrease of 8.86% compared to the same period last year [1] - The net profit attributable to the parent company was 88.76 million yuan, down 31.67% year-on-year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 65.94 million yuan, reflecting a 37.08% decrease from the previous year [1] Business Strategy - The company remains focused on the national high-end equipment manufacturing development strategy, emphasizing self-controlled core technologies [1] - There is a continuous focus on core business, optimization of product structure, and expansion of application scenarios [1] - In 2025, the company diversified its product sales, maintaining advantages in high-end CNC machine tools while significantly increasing sales of flexible automation production lines [1] Market Conditions - The decline in annual sales revenue and net profit is linked to the slowdown in overseas business progress due to policy-related factors [1]

Core Viewpoint - The company reported a decline in both revenue and net profit for the fiscal year 2025, attributed to various domestic and international policy factors affecting overseas business progress [1] Financial Performance - The company achieved an operating revenue of 552 million yuan, a decrease of 8.86% compared to the same period last year [1] - The net profit attributable to the parent company was 88.76 million yuan, down 31.67% year-on-year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 65.94 million yuan, reflecting a 37.08% decrease from the previous year [1] Business Strategy - The company remains focused on the national high-end equipment manufacturing development strategy, emphasizing self-controlled core technologies [1] - There is a continuous focus on core business, optimization of product structure, and expansion of application scenarios [1] - In 2025, the company diversified its product sales, maintaining advantages in high-end CNC machine tools while significantly increasing sales of flexible automation production lines [1] Market Conditions - The decline in annual sales revenue and net profit is linked to the slowdown in overseas business progress due to policy factors [1]

Group 1 - Tian Tong Co., Ltd. experienced a decline of 5.11% on February 13, with a stock price of 17.08 yuan per share, a trading volume of 667 million yuan, a turnover rate of 3.10%, and a total market capitalization of 21.067 billion yuan [1] - The company, established on February 10, 1999, and listed on January 18, 2001, is located in Haining Economic Development Zone, Zhejiang Province. Its main business includes the research, manufacturing, and sales of electronic materials (including magnetic materials, sapphire, piezoelectric crystals, etc.) and high-end equipment [1] - The revenue composition of Tian Tong Co., Ltd. is as follows: 86.57% from electronic materials sales, 9.38% from specialized equipment manufacturing and installation services, and 4.05% from material sales and others [1] Group 2 - Among the top ten circulating shareholders of Tian Tong Co., Ltd., one fund from Huaxia Fund is notable. The Huaxia CSI 1000 ETF (159845) reduced its holdings by 14,500 shares in the third quarter, holding a total of 6.7039 million shares, which accounts for 0.54% of the circulating shares [2] - The estimated floating loss for Huaxia CSI 1000 ETF (159845) today is approximately 6.1676 million yuan. The fund was established on March 18, 2021, with a current scale of 49.908 billion yuan. Year-to-date returns are 9.45%, ranking 1531 out of 5569 in its category; the one-year return is 33.9%, ranking 1875 out of 4295; and since inception, the return is 42.13% [2]