证券日报网讯12月18日，时代新材（600458）在互动平台回答投资者提问时表示，创新中心及智能制造 基地是公司轨道交通、工业与工程业务开拓海内外市场、提升产能、盈利改善的核心工厂。目前新基地 已基本完成建设和搬迁，智能制造与产能配置得到显著优化，基地成功入选国家工信部《2025年5G工 厂名录》，并完成了国际市场的准入认证及海内外核心客户的审核通过。通过数字化技术与制造生产的 深度融合，新基地实现了产线、能耗、碳足迹的可视化管控以及跨厂区、跨楼层的无人化储运，大幅提 高了生产工序的自动化水平。在技术、工艺创新和智能装备的共同作用下，产品的生产效率、质量水平 进一步得到提升。基地数智化提升与产能升级带来的双重成效，帮助公司在轨道交通、工业与工程业务 领域，实现了年内新签订单近30亿元，更为公司开拓海外业务的增量市场筑牢支撑，未来相关业务有望 迎来长效性的经营提升与盈利改善。 ...

Core Viewpoint - The Chinese Ministry of Commerce strongly opposes the European Commission's recent investigations into Chinese companies under the Foreign Subsidies Regulation (FSR), citing discrimination and a lack of transparency in the process [1][2]. Group 1: Investigations and Responses - The European Commission has initiated multiple investigations into Chinese companies, including CRRC Group and Tongfang Weishi, which are seen as discriminatory actions against foreign investment [1]. - The Ministry of Commerce has identified the FSR investigations as trade and investment barriers, highlighting issues such as insufficient evidence, excessive enforcement, and a lack of transparency in procedures [1]. - The European Union Chamber of Commerce in China has expressed strong dissatisfaction with the FSR investigations, noting that they have led to significant operational impacts on Chinese enterprises in Europe [2][4]. Group 2: Impact on Chinese Enterprises - The FSR investigations have reportedly caused direct and indirect losses to Chinese companies amounting to approximately €2.1 billion [5]. - A survey conducted by the European Union Chamber of Commerce revealed that 63% of the 205 surveyed Chinese enterprises in Europe reported that their business was affected by the FSR, with 51% indicating damage to their commercial reputation and market image [5]. - The investigations have led to Chinese companies being forced to withdraw from bidding projects in public procurement due to the FSR, indicating a trend of increased scrutiny on Chinese investments [4][5]. Group 3: Calls for Fair Treatment - The European Union Chamber of Commerce has called for the European Commission to exercise caution in using its investigative powers under the FSR and to stop discriminatory enforcement actions against Chinese enterprises [4][5]. - There is a demand for the European Commission to provide a fair, just, and transparent business environment for foreign investors, emphasizing the need to lower compliance burdens for companies operating in Europe [5].

21世纪经济报道 记者周潇枭 见习记者张旭 报道 12月18日，商务部举行新闻发布会，新闻发言人何亚东对欧委会调查同方威视、反对保护主义、稀土出 口许可证等话题进行了回应。 发布会现场。图片来自商务部官网 何亚东表示，中方注意到，欧委会近期密集对中国企业发起《外国补贴条例》（FSR）调查，先后对中 车集团、同方威视发起深入调查，甚至对中国数字平台进行现场突袭检查，做法恶劣，指向性和歧视性 明显。中方对此强烈反对。 FSR调查严重影响中国企业在欧投资经营。2025年1月，商务部调查认定欧委会FSR调查构成贸易投资 壁垒，明确指出欧方调查存在立案证据不足、执法过度、举证责任倒置、程序不透明等突出问题。 近期以来，这些问题不仅没有解决，反而愈演愈烈，尤其是所谓"外国补贴"的定义过于宽泛和模糊，远 超国际规则和通行实践的合理范畴，不仅给中国企业在欧正常运营造成严重影响，更是给中欧双边经贸 合作带来不确定性。 何亚东说："希望欧方立即停止对包括中国在内的外国投资企业的无理打压，审慎使用FSR调查工具， 为在欧投资经营企业创造公平、公正、可预期的营商环境。中方密切关注欧方有关动向，将采取必要措 施，坚决维护中国企业合法权 ...

今天（18日）下午，商务部召开例行新闻发布会，介绍近期商务领域重点工作情况。 商务部：已批准部分稀土出口通用许可申请 商务部：强烈反对欧委会密集对多家中国企业发起调查 何亚东表示，中方注意到，欧委会近期密集对中国企业发起《外国补贴条例》（FSR）调查，先后对中车集团、同方威视发起深入调查，甚至对中国数字平 台进行现场突袭检查，做法恶劣，指向性和歧视性明显。中方对此强烈反对。希望欧方立即停止对包括中国在内的外国投资企业的无理打压，审慎使用FSR 调查工具，为在欧投资经营企业创造公平、公正、可预期的营商环境。中方密切关注欧方有关动向，将采取必要措施，坚决维护中国企业合法权益。 综合自：央视新闻 责编：叶舒筠 校对： 赵燕 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 在今天下午召开的商务部例行新闻发布会上，新闻发言人何亚东针对稀土相关物项出口管制的最新进展进行回应。 商务部新闻发言人何亚东表示，对稀土相关物项实施出口管制以来，中方主管部门向中国出口商进行了 ...

记者注意到，《建议》明确了高质量发展成效更加彰显、"三个高地"建设成果更加丰硕、"一带一部"区 位优势更加凸显等七大主要目标，提出"到2035年实现全省经济实力、科技实力和综合实力大幅跃升， 人均地区生产总值达到中等发达国家水平"的远景目标。 筑强"三个高地" 激活高质量发展新动能 中国发展网讯 曾盼明 记者邢成敏报道 近日，《中共湖南省委关于制定湖南省国民经济和社会发展第十 五个五年规划的建议》（以下简称《建议》）正式发布。立足党的二十届四中全会精神实践要求，《建 议》紧扣"三高四新"美好蓝图，明确了未来五年湖南基本实现社会主义现代化的"路线图"与"任务书"， 勾勒出三湘大地高质量发展的奋进图景。 根据《建议》，湖南将持续用力打造国家重要先进制造业高地、具有核心竞争力的科技创新高地、内陆 地区改革开放高地。"三个高地"建设这一部署既是对湖南产业基础的精准把握，更是落实党的二十届四 中全会"构建高水平社会主义市场经济体制"要求的生动实践。 区域协调发展是高质量发展的内在要求。《建议》立足"一带一部"区位优势，以"一核两副三带四区"为 骨架，构建优势互补、高质量发展的区域经济布局。 在先进制造业领域，《建议》明 ...

Group 1 - The core viewpoint of the news is the strategic partnership between Kaifa Electric and Jiadu Technology, marked by the transfer of 11.46% of Kaifa Electric's shares to Jiadu Technology, which is expected to enhance collaboration in the smart rail transit sector [1][2]. - The share transfer process involved a public solicitation and strict evaluation, with Jiadu Technology being selected as the optimal buyer, signing the share transfer agreement on December 15 [2]. - Jiadu Technology, a leader in the smart rail transit field, has developed a comprehensive technology product ecosystem and has committed to not reducing its stake in Kaifa Electric for twelve months post-transfer, ensuring stability in Kaifa Electric's shareholding structure [2][3]. Group 2 - Kaifa Electric has a strong presence in the rail transit electrical equipment sector, with a reported revenue of 1.805 billion yuan and a net profit of 68.9649 million yuan for the third quarter of 2025, reflecting a year-on-year profit growth of 3.73% [3]. - The collaboration between Kaifa Electric and Jiadu Technology aims to merge traditional electrical equipment strengths with advanced AI and smart control technologies, potentially leading to the development of competitive new-generation smart rail transit products [3]. - Both companies plan to leverage their respective market channels to expand their domestic and international business, particularly in the context of a global surge in rail transit construction [3].

Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market saw a net inflow of funds through the Stock Connect, totaling 4.84 million, with the Shanghai Stock Connect contributing 2.83 million and the Shenzhen Stock Connect 2.01 million [1] - The technology sector showed resilience, with major tech stocks like Tencent and Alibaba rising over 1% [1] US Market Performance - The US stock market indices closed lower, with the Dow Jones down 0.47%, Nasdaq down 1.81%, and S&P 500 down 1.16% [2] - Major tech stocks faced declines, including Tesla dropping over 4% and Nvidia and Google down over 3% [2] - Oracle's ambitious AI infrastructure expansion faced setbacks, impacting investor sentiment [2] Investment Opportunities - The report highlights the attractiveness of undervalued high-dividend sectors in the Hong Kong market, suggesting a focus on technology sectors such as AI, semiconductors, and industrial software [3] - Companies benefiting from the anticipated US Federal Reserve interest rate cuts and strong mid-term performance in the upstream non-ferrous metals sector are recommended for attention [3] - The report emphasizes the potential for long-term growth in leading companies within the semiconductor and robotics sectors [3] Company Highlights - China CNR Corporation announced several major contracts totaling approximately 53.31 billion, representing 21.6% of its projected revenue for 2024 [9] - China Minmetals plans to repurchase shares worth between 1 billion and 2 billion for A-shares and up to 500 million for H-shares, aiming to optimize its business structure [9] - Baidu's revenue for Q2 2025 is projected at 32.71 billion, with a year-on-year decline of 3.59%, while net profit is expected to grow by 33.42% [10]

在鼎汉技术的发展中，"战略先行、系统思考"是我始终秉持的经营哲学。2010年，我们主动推动"从地 面到车辆、从增量到存量"的战略转型；2014年至2016年，通过系列并购，我们实现了从铁路信号向车 辆装备与信息化跨越；2020年至2021年，我们积极响应国家混改，成为国资企业的一员。 获评第十九届上市公司价值论坛年度ESG先锋人物，我深感荣幸。这份荣誉，与其说是对我个人的嘉 奖，不如说是对鼎汉技术（300011）二十余年如一日坚守长期主义、走可持续发展道路的见证与勉励。 我的职业生涯始于华为，那段经历塑造了我对技术、管理与纪律的深刻理解。2002年，我创立鼎汉技 术，并于2009年作为创业板首批上市企业之一，在深交所成功上市。从创业第一天起，我便坚信"企业 的价值不在于一时的规模，而在于其能否前瞻趋势、持续创造真实价值"。 我始终认为，ESG不是外部的约束，而是内生的竞争力。我们将ESG理念深度融入"1+N"发展蓝图，推 动每一款产品向绿色化、智能化升级，也将可持续发展理念贯穿于公司运营与战略合作之中。对于我而 言，践行ESG，既是企业家的本分，也是实业报国的路径之一。 展望前路，我与鼎汉技术仍将坚持以技术为 ...

近年来，公司已构建起清晰的"1+N"业务版图：在稳固轨道交通主业的同时，积极向人工智能、绿色节 能、智能制造等新领域拓展。这一布局的背后，是对产业周期规律的尊重，也是对"持续创新才是最好 防御"这一理念的践行。 我始终认为，ESG不是外部的约束，而是内生的竞争力。我们将ESG理念深度融入"1+N"发展蓝图，推 动每一款产品向绿色化、智能化升级，也将可持续发展理念贯穿于公司运营与战略合作之中。对于我而 言，践行ESG，既是企业家的本分，也是实业报国的路径之一。 展望前路，我与鼎汉技术仍将坚持以技术为笔、以责任为墨，在轨道交通与高端装备的画卷上，持续绘 制智能、绿色、可持续的未来。我们愿与各方携手，不仅成为行业的参与者，更成为中国制造业高质量 发展进程中的推动者与见证者。 获评第十九届上市公司价值论坛年度ESG先锋人物，我深感荣幸。这份荣誉，与其说是对我个人的嘉 奖，不如说是对鼎汉技术二十余年如一日坚守长期主义、走可持续发展道路的见证与勉励。 我的职业生涯始于华为，那段经历塑造了我对技术、管理与纪律的深刻理解。2002年，我创立鼎汉技 术，并于2009年作为创业板首批上市企业之一，在深交所成功上市。从创业第一天起 ...

Core Viewpoint - China CRRC (601766.SH) has reported significant contract signings in the past three months, with a total amount of approximately 53.31 billion yuan, highlighting the importance of its new energy business, particularly in wind and energy storage equipment [1][2]. Group 1: Recent Contract Signings - China CRRC and its subsidiaries signed several major contracts totaling approximately 53.31 billion yuan, with wind and energy storage equipment contracts amounting to about 16.65 billion yuan [1]. - The breakdown of the contracts includes: - High-level maintenance contracts for EMUs totaling approximately 12.04 billion yuan - Urban rail vehicles, equipment sales, and maintenance contracts totaling approximately 11.16 billion yuan - Locomotive sales and maintenance contracts totaling approximately 9.95 billion yuan - Sales contracts for power concentrated EMUs totaling approximately 2.21 billion yuan - Bus repair contracts totaling approximately 1.3 billion yuan - These contracts represent about 21.6% of the company's projected revenue for 2024 [1]. Group 2: New Energy Business Growth - The new energy business of China CRRC has shown continuous breakthroughs, becoming a major highlight of the company's new orders [2]. - From December 2024 to May 2025, China CRRC secured contracts worth 5.36 billion yuan for wind and energy storage equipment, followed by an additional 4.03 billion yuan in contracts from May to July [2]. - In November, domestic wind power integrators collectively won bids for 10,512 MW, with China CRRC Zhuzhou leading at 1,986 MW, followed by Mingyang Smart Energy (601615.SH) and Dongfang Electric (600875.SH) [2]. - The company’s revenue from urban rail and city infrastructure reached 27.288 billion yuan in the first three quarters of 2025, a year-on-year decrease of 3.99%, while revenue from new industries, including clean energy, increased by 31.91% to 66.097 billion yuan, accounting for 36% of total revenue [2].