大盾构机"厦金号"在南通下线 南通造大国重器"新海鲟"号 南黄海畔崛起千亿级中天绿色精品钢生产基地 沪通合作共建上海市北(南通)科技城 崇启公铁长江大桥4号主塔上横梁首层浇筑完成 争做长三角一体化高质量发展"优等生"，南通干字当头，干出精彩开局：1—4月，全市规模以上工业增 加值同比增长8.5%，规模以上高技术制造业产值增长11.9%；第二产业投资同比增长3.8%，高技术产业 投资增长15.8%；进出口总额1305.7亿元，同比增长14.4%，其中出口额864.3亿元，增长20.5%。 "从南通'好通'到'左右逢源'，我们要用好长三角一体化发展等国家战略。"南通市委书记吴新明说，在 落实国家重大发展战略上走在前，南通将牢牢把握长三角一体化高质量发展这个最大机遇，更深层次推 动跨江融合，联动落实长三角一体化发展、长江经济带发展等国家战略，积极共建长江口产业创新绿色 发展协同区。在"一盘棋"中充分发挥"重要支点"作用，在"深度融入长三角"中"服务支撑长三角"，加快 迈向"下一个万亿"，奋力打造全省高质量发展重要增长极。 江海交汇迈向南通"好通" 5月26日上午8时58分，一场云端"穿针引线"在宽阔江面上进行。随着 ...

作为桂东南地区重要的出海通道，2017年6月，北海港口扩大开放，铁山港区顺利通过国家验收，铁山 港公用码头成为连接中国西南地区以及华南、华中部分地区的陆海新通道国际门户港。 2025年4月2日，铁山港20万吨级航道建设现场。(资料图)翟李强摄 铁山港位于广西北海市东部，地处北部湾畔。历史上，铁山港也是中国"海上丝绸之路"的始发港之一。 1994年12月17日，国务院批准成立铁山港区。1995年5月30日，铁山港区人民政府挂牌。经过多年的发 展，这里已成为北海市工业建设的主阵地、广西北部湾经济区三大工业区之一。 莫华福介绍，30年来，铁山港区地区生产总值从建区之初的7.6亿元跃升至2024年的602.66亿元，增长了 78倍；港口货物吞吐量达4474.92万吨，较建区之初跃升了800余倍；规上工业总产值从建区之初的1.34 亿元提高到2024年的1773.21亿元，增长了一千多倍。铁山港区已连续三年上榜"中国工业百强区"。 中新网北海6月4日电(翟李强)广西北海市铁山港区委书记、铁山港(临海)工业区党工委书记莫华福4日介 绍，作为桂东南地区重要的出海通道，铁山港区30年来因港而生，因工业而兴，从中石化北海炼化 ...

北接京津冀、南融长三角、西联黄河流域、东望日韩，山东正以其独特的地理位置，成为连接中国南 北、沟通内陆与沿海的重要纽带。 2024年5月，习近平总书记在山东考察时指出，要深度对接区域协调发展战略，努力成为北方地区经济 重要增长极。 山东锚定北方地区经济重要增长极这一目标，发挥连接东西、串联南北的区位优势，深度融入国家重大 发展战略，持续释放发展新动能，持续为黄河流域生态保护和高质量发展贡献力量。 当前，济南都市圈、青岛都市圈"双星"崛起，"强省会"和"强龙头"紧密互动，山东立足一域、着眼全 局，既面向黄河，又剑指海洋，既辐射全国，又拥抱国际，经济发展纵深不断拓展。 "双星"崛起，济青都市圈交相辉映 5月16日的青岛胶东国际机场，满是潍坊元素。从风筝文化到莫言文学故乡，从恐龙化石探秘到非遗文 创体验，一句句"Welcome to Weifang"，让落地青岛的游客仿佛已经抵达世界风筝之都。 事实上，在航空与铁路的联程运输、无缝换乘、高效中转中，越来越多的旅客感到：青岛与潍坊的距离 更近了。"从胶东国际机场乘高铁28分钟即可抵达潍坊北站，凭借'半小时空铁枢纽'优势，我们具备成 为国际旅游目的地的基础。"这份交通优 ...

上海电气能源重装科技（蓬莱）有限公司的一些产品高达17米，而公司门口的高压线架设高度仅为12 米。 转变服务理念，在精细化管理上下功夫。当地政府正是从这些困住企业的点滴细节入手，改善营商环 境，以热忱和决心滋养企业发展、创新创业的丰厚土壤。 国网山东省烟台市蓬莱区供电公司配合地方政府将企业门口的高压线改到了地下，蓬莱区对26根红绿灯 横杆进行改造，横杆可以旋转到与道路平行的方向，让运输车辆畅行无阻。 转自：新华网 新华社济南5月31日电 题：山东烟台蓬莱区：政府多投入 企业少绕路 新华社记者邵琨、袁敏 在山东省烟台市蓬莱区，路人很难注意到，在一些工厂的门口，高压线"消失"了，企业附近十字路口的 红绿灯横杆变成了可以旋转的，从港口到海工产业园区的一座桥梁也在悄然拆除重建。而当地企业却从 这些细微变化中获得了极大便利。 作为当地重点招引企业的落户地，蓬莱区道路上的高压线、红绿灯横杆和狭窄路口一度成为阻碍产品运 输的"拦路虎"。 东方电气风电（山东）有限公司副总经理张建国介绍，长126米、叶根直径四五米的叶片，加上车辆和 防护装置，高度超过7米。从厂区到港口码头，沿途要经过多个红绿灯路口。 为满足蓬莱海洋（山东）股 ...

走进企业制造中心，智能化生产线正高速运转。制造中心总经理胡传林透露，团队从原料熔炼工艺着手 研发，让铜、镍等原料的用量、配比成为"独家秘方"，产品抗拉、屈服、延伸等关键指标在同类产品中 位居前列。智能化数字化技术的加持，让工艺流程不断优化，"能够保证产品的机械性能优于行业规范 10%—15%。"胡传林说。 目前，企业在土耳其、阿联酋、越南、新加坡等国广泛开展业务，并多次参加德国、希腊、挪威等国的 航运海事业展览会，"预计未来3年，售后服务端的业务年均增长将会超过100%。"王通说。 据镇江市商务局外贸处处长吴凌云介绍，船舶海工装备产业链是镇江重点打造的"四群八链"之一，政府 持续支持企业参加境外海事展、投保出口信用保险，推动"保单+金融"合作，帮助企业争取船舶出口保 函资源储备。镇江海关数据显示，1—4月全市船舶累计出口11.2亿元，同比增长131.3%。 "全球海事工业界正掀起一场前所未有的绿色技术革命。"江苏科技大学船舶与海洋工程学院教师、南京 普宁船舶设计有限公司科技副总刘闽东认为，在航运业净零排放框架下，节能装置研发、全流程解决方 案等"中国智慧"，正重新定义全球海事竞争规则。 本报讯(记者薛诚陆威) ...

Group 1 - The report emphasizes a strategy of maintaining confidence in policies while lowering slope expectations, recommending a "4+1" investment approach focusing on domestic consumption, technology growth, cost improvement, and structural opportunities abroad, along with a stable dividend base [3][22][20] - The report identifies key sectors for investment in June, including transportation, non-bank financials, coal, environmental protection, construction decoration, beauty care, food and beverage, media, electric equipment, and social services based on an industry rotation model [4][25] Group 2 - In the media sector, Shanghai Film (601595.SH) is highlighted as a leading company benefiting from the recovery of the film market, with AI technology enhancing cost efficiency and expanding IP monetization opportunities [5][27] - In the communication sector, New Yi Sheng (300502.SZ) is recognized as a global leader in optical modules, with ongoing partnerships with major internet and communication equipment companies, driven by increasing demand for high-speed optical modules [6][30] - In the electric new energy sector, Daikin Heavy Industries (002487.SZ) is noted for being the only supplier in the Asia-Pacific region capable of delivering offshore products to Europe, with a robust order book and potential for profit growth as European offshore wind projects accelerate [7][32] - In the utilities sector, China Nuclear Power (601985.SH) is positioned as a domestic duopoly with significant cost advantages in nuclear power generation, promising future profits and dividends [8][34] - In the pharmaceutical sector, Sanofi Pharmaceutical (1530.HK) is recognized for its diverse product portfolio and strong commercialization capabilities, with promising new drug pipelines [9][36] - In the chemical sector, Zhenhua Co. (603067.SH) is highlighted as a leading global player in the chromium salt industry, expected to benefit from strong downstream demand [10][39] - In the automotive sector, XPeng Motors (9868.HK) is noted for its strong product lineup and potential for profitability as it expands its AI capabilities [11][42] - In the consumer discretionary sector, Ninebot (689009.SH) is projected to maintain high double-digit revenue growth in Q2, driven by strong sales of electric scooters and lawnmowers [12][44] - In the non-bank financial sector, Jiangsu Jinzhong (600901.SH) is expected to benefit from lower funding costs due to monetary easing, with projected earnings growth of 13% in 2025 [13][47] - In the computer sector, Zhuoyi Information (688258.SH) is recognized for its innovative AI programming products and potential benefits from high computing demand [14][50]

Core Insights - Nantong Economic and Technological Development Zone has successfully attracted 7 foreign investment projects, exceeding the progress expected for the first quarter, with a total of 25 key projects signed, including 13 projects with over 100 million yuan in investment [1] - The development zone aims to sign over 80 key projects with investments of 5 million yuan or more throughout the year, including at least 5 projects with investments exceeding 50 million yuan [3] Group 1: Investment Attraction Strategies - The development zone has implemented ten key measures to enhance its investment attraction strategy, focusing on "running, visiting, and monitoring" to draw in projects [1] - Investment promotion staff are actively visiting multiple cities to explore potential projects, with a focus on the "3+1" leading industries, including humanoid robots and automotive parts [2] - A biomass materials project with a total investment of 1 billion yuan was successfully signed after extensive engagement with the company, demonstrating the effectiveness of proactive outreach [2] Group 2: Business Environment and Support - The development zone is committed to creating the best business environment by addressing the urgent needs of enterprises through initiatives like "mobile service halls" and small business teams [4] - A shipbuilding enterprise in the zone has plans for additional investment of nearly 200 million USD, facilitated by the development zone's quick response to their needs [4] - The zone has attracted over 1,000 foreign-invested enterprises, including more than 90 Fortune 500 companies, indicating significant growth potential for existing businesses [5] Group 3: Future Development and Project Selection - The Nantong development zone is rapidly filling its initial 3,000 acres of industrial land, with plans for an additional 8,000 acres in a new future industry park [6] - The zone is focused on attracting projects that align with its future-oriented vision, emphasizing high productivity and quality [6] - Various initiatives, including international trade cooperation and talent roadshows, are being organized to promote investment in targeted sectors [6] Group 4: Leadership and Commitment - The leadership of the Nantong development zone emphasizes a proactive approach to investment attraction, urging staff to become pioneers in securing large-scale projects [7]

Group 1 - The marine engineering equipment sector saw an increase of 1.12%, ranking 8th among concept sectors, with 104 stocks rising, including notable gainers such as JuLi SuoJu, XingWang YuDa, and HuiJin Tong reaching their daily limit up [1][2] - The top gainers in the marine engineering equipment sector included TianLi Composite, AnNuoQi, and QianNeng HengXin, with increases of 16.78%, 9.71%, and 8.59% respectively [1] - The sector experienced a net inflow of 480 million yuan from main funds, with 75 stocks receiving net inflows, and 7 stocks exceeding 100 million yuan in net inflow, led by XueRen Co. with 621 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included XingWang YuDa, JuLi SuoJu, and ShenKai Co., with net inflow ratios of 54.30%, 36.53%, and 24.38% respectively [3] - The marine engineering equipment sector's net inflow rankings highlighted XueRen Co. with a daily increase of 9.98% and a turnover rate of 51.98%, followed by JuLi SuoJu and YouFu Co. with increases of 10.04% and 9.98% respectively [3][4] - Other notable stocks in the sector included AnNuoQi with a 9.71% increase and a turnover rate of 21.74%, and ShenKai Co. with a 10.00% increase and a turnover rate of 24.23% [4][5]

今日早盘，A股市场延续震荡态势。截至午间休市，上证指数报3342.93点，涨0.07%。深证成指跌 0.04%，创业板指涨0.02%。 中国酒业协会日前发文表示，随着人们生活水平的提高，健康、养生意识的增强，消费者对酒类产品的 需求日益多元化、个性化。黄酒作为低度、健康、养生的酒类代表，其独特的口感和丰富的营养价值， 正逐渐被更多消费者认可和喜爱。特别是年轻一代消费群体，他们追求品质生活，注重文化体验，对传 统文化有着浓厚的兴趣，这为黄酒开拓年轻市场奠定了坚实的基础。 国家统计局发布的数据显示，今年4月，全国餐饮收入4167亿元，同比增长5.2%；限额以上单位餐饮收 入1230亿元，同比增长3.7%。餐饮市场的持续回暖，为消费市场的稳定增长提供了有力支撑。 东海证券分析表示，在消费券等政策刺激下，餐饮场景有望回暖，餐饮供应链为核心受益板块。长期来 看，行业为稀缺成长赛道，一方面餐饮企业"三高"痛点日益突出（高人工、高原材料成本、高租金）， 成本控制需求强烈；另一方面，对比成熟市场，我国连锁化率仍有较大提升空间。建议关注经营韧性 强、低估值的餐饮供应链相关公司。 | 上证指数 深证成指 | | 北证50 | | ...

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