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坚决扛牢经济大省挑大梁重任
Xin Lang Cai Jing· 2025-12-23 22:12
□四川日报全媒体记者 张守帅文露敏 高杲 12月23日举行的省委经济工作会议,从扩大有效需求、推动科技创新和产业创新融合发展、深化 改革扩大开放、推进协调发展、保障和改善民生、做好重点领域风险化解等六个方面,对做好 2026年经济工作作出谋划部署,强调在把握大局大势中扛牢责任,在用好政策机遇中赢得主动, 在落实目标任务中进取有为,突出高质量发展导向,跳起摸高、拼搏实干,在实践中争取更好结 果。 与会同志在讨论时表示,2026年是"十五五"开局之年,开局事关全局。省委对标对表中央经济工 作会议部署要求,逐一细化贯彻落实举措,彰显了高度的政治自觉和强烈的责任担当。大家认 为,党中央明确"支持经济大省挑大梁",四川既要走在前列扛牢使命任务,又要抓住机遇实现高 质量发展,以奋勇争先姿态确保"十五五"良好开局,为全国大局多作贡献。 把握政策新机遇 稳中求进提质增效 与会同志表示,党的二十届四中全会和中央经济工作会议作出的重大部署,蕴藏着新的重大机 遇。比如,党的二十届四中全会明确推进国家战略腹地建设和关键产业备份,中央经济工作会议 出台一揽子支撑政策,这些都将有利于四川争取布局更多重大平台、重大项目、重点产业,对经 济 ...
国内高频 | 外贸高频边际回落(申万宏观·赵伟团队)
赵伟宏观探索· 2025-12-23 16:03
Group 1: Industrial Production and Construction - Industrial production continues to show weakness, with blast furnace operating rates and steel apparent consumption lower than the same period last year. The blast furnace operating rate decreased by 0.1% week-on-week and increased by 0.8 percentage points year-on-year to -1.1%. Steel apparent consumption fell by 0.5% week-on-week and increased by 0.7 percentage points year-on-year to -4.1% [1][13] - The steel social inventory continues to decline, down 3.7% week-on-week [1] - In the construction sector, cement production and demand are weak, with the nationwide grinding operating rate decreasing by 2.5% week-on-week and increasing by 2.3 percentage points year-on-year to 2.4%. Cement shipment rates fell by 1.7% week-on-week and decreased by 1.3 percentage points year-on-year to -2.3% [25][29] Group 2: Demand Tracking - The transaction volume of commercial housing remains low, with major cities experiencing weaker sales. The average daily transaction area in 30 major cities decreased by 15.4% week-on-week and increased by 1.8 percentage points year-on-year to -28.5%. First and second-tier cities saw sales decline by 10.4% and 13.5% week-on-week, respectively, while third-tier cities improved by 27.8% week-on-week [49][50] - Port cargo throughput has decreased, but remains higher than the same period last year. Rail freight volume and highway truck traffic have also declined, down 0.1 percentage points to -2.1% and 1.7% to -2.1% year-on-year, respectively [61][62] Group 3: Price Tracking - Agricultural product prices are showing divergence, with pork and vegetable prices declining by 0.3% week-on-week, while fruit and egg prices increased by 1.7% and 0.2%, respectively [103][104] - The industrial product price index has decreased, indicating a general decline in industrial prices [116][119]
2025年我国交通运输经济运行总体平稳 主要发展指标平稳增长
Sou Hu Cai Jing· 2025-12-23 15:34
交通运输部副部长 李扬:(2025年)跨区域人员流动量(预计)超660亿人次,(预计)完成营业性货 运量超580亿吨,同比均增长3.5%左右。港口外贸集装箱吞吐量增长约9.6%,国际航空货运增长20%, 快递业务增长13.5%左右。 (央视财经《经济信息联播》)今天(23日)下午,国务院新闻办公室举行新闻发布会,介绍我国交通 运输经济及服务社会高质量发展等情况。交通运输部副部长李扬表示,今年我国交通运输经济运行平 稳,稳中有进,主要发展指标平稳增长。 数据显示,今年,我国交通运输主要发展指标平稳增长,预计完成交通固定资产投资超3.6万亿元,新 增高速铁路超2000公里、高速公路约8000公里、高等级航道约900公里,新颁证民用运输机场5个。依托 于不断完善的交通基础设施建设,目前,我国"6轴7廊8通道"国家综合立体交通网主骨架建成率已超过 90%。京津冀、长三角、粤港澳大湾区等重点城市群内实现2小时通达。 交通运输部副部长 李扬:着力推进国家综合立体(交通)网建设,推进一体化融合、安全化提升、数 智化升级、绿色化转型。明年我们将突出稳投资、降成本、促改革、强创新、惠民生、保安全,推动交 通运输实现质的有效提升 ...
取得新成效、服务再升级——国新办发布会聚焦我国交通运输高质量发展
Xin Hua She· 2025-12-23 15:12
发布会上,交通运输部副部长李扬"晒"出了今年我国交通运输运行发展的亮眼"成绩单"。 今年是"十四五"规划收官之年。李扬表示,回顾过去5年,出门旅行的选择更多,运输服务效率大 幅提升,这些都得益于基础设施、运输服务等方面的大幅提升—— 设施网络更完善,"6轴7廊8通道"国家综合立体交通网主骨架建成率超过90%; 新华社北京12月23日电 题:取得新成效、服务再升级——国新办发布会聚焦我国交通运输高质量 发展 新华社记者 叶昊鸣、向定杰 交通是兴国之要、强国之基。过去一段时间我国交通运输行业发展取得哪些成效?"十五五"时期乃 至未来一段时间又将如何推动交通运输行业高质量发展?在23日举行的国新办新闻发布会上,交通运输 部有关负责人进行了回答。 行业经济运行成效显著 全年跨区域人员流动量将超660亿人次,完成营业性货运量超580亿吨,同比均增长3.5%左右; 新增高速铁路超2000公里、高速公路约8000公里、高等级航道约900公里,新增颁证民用运输机场5 个; 港口外贸集装箱吞吐量增长约9.6%,国际航空货运增长20%,快递业务量增长13.5%左右…… 战略支撑更有力,京津冀、长三角、粤港澳大湾区、成渝等重点城市 ...
风雪中的守护:辽宁多部门应对寒潮来袭
Xin Lang Cai Jing· 2025-12-23 13:54
Summary of Key Points Core Viewpoint - Liaoning province is experiencing significant snowfall and cold wave conditions, prompting various departments to prepare and respond to the adverse weather effects on transportation and public services [1][3][4]. Group 1: Weather Impact - As of December 23, 2023, 48 out of 65 national meteorological stations in Liaoning reported snowfall, with an average accumulation of 4.0 mm, and some areas experiencing 5 to 10 cm of snow [1]. - A yellow cold wave warning, blue blizzard warning, and blue wind warning have been issued by the Liaoning Meteorological Station [1]. Group 2: Transportation Response - The snowfall has significantly increased pressure on highway and railway transportation, with 59 toll stations closed and 99 stations limiting access as of December 23, 2023 [3]. - The China Railway Shenyang Bureau Group has deployed 106 snow-clearing trains to ensure the smooth operation of rail services, focusing on areas prone to snow accumulation [3]. Group 3: Emergency Services and Infrastructure - In Shenyang, over 20,000 personnel and 3,577 snow removal machines have been mobilized to clear roads and ensure safe transportation [1]. - The State Grid Shenyang Power Supply Company has formed 22 emergency repair teams equipped with 147 repair vehicles and 36 generators to maintain power supply amidst the snowfall [3][4]. - The Liaoning Provincial Housing and Urban-Rural Development Department is guiding heating management departments to adjust heating parameters based on weather conditions [4].
海汽集团:股票交易异常波动公告
Zheng Quan Ri Bao Zhi Sheng· 2025-12-23 13:45
证券日报网讯 12月23日,海汽集团发布公告称,公司股票于2025年12月19日、12月22日、12月23日连 续3个交易日内日收盘价格涨幅偏离值累计超过20%,根据《上海证券交易所交易规则》的有关规定, 属于股票交易异常波动。 (编辑 王雪儿) ...
年内险资举牌39次:偏爱红利资产,科技板块迎布局机遇
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-23 13:16
Core Insights - The article highlights the increasing trend of insurance capital (险资) in China, particularly focusing on the surge in shareholding activities, with a total of 39 instances of shareholding increases recorded in 2025, marking the second-highest level in history after 2015 [2][4]. Group 1: Shareholding Activities - Zhongyou Insurance has increased its stake in Sichuan Road and Bridge, reaching a total of 435 million shares, which constitutes 5.00% of the company's total equity, marking its fourth shareholding increase this year [3]. - Other insurance companies, such as Ruizhong Life and Taikang Life, have also engaged in similar shareholding activities, with Taikang Life triggering multiple shareholding increases in companies like Fuhong Hanlin and participating as a cornerstone investor in the IPO of Fengcai Technology [3][4]. - The trend of multiple shareholding increases by the same insurance company in a single target has been observed, with companies like Hongkang Life and Ping An Life making several increases in their holdings in banks [4]. Group 2: Investment Trends and Characteristics - The insurance capital's shareholding activities are characterized by a preference for high Return on Equity (ROE) and high dividend stocks, indicating a strategic focus on long-term investments that enhance the ROE of the insurance companies themselves [6]. - The asset allocation of insurance funds has seen an increase, with the proportion of stocks and funds rising to 15.5% by the third quarter of 2025, creating more room for shareholding activities [6]. - The insurance capital's preference for H-shares reflects a broader trend of favoring dividend-paying assets, which is expected to continue into 2026, with a potential shift towards growth sectors [7][8]. Group 3: Regulatory Support and Future Outlook - Recent regulatory changes, including the adjustment of risk factors for long-term holdings of certain equity assets, are expected to support the ongoing trend of shareholding increases by insurance companies [7]. - Analysts predict that the high frequency of shareholding activities will persist into 2026, with a gradual shift in focus towards more dynamic sectors, particularly technology stocks [8].
海汽集团涨停,上榜营业部合计净买入8215.20万元
Zheng Quan Shi Bao Wang· 2025-12-23 11:57
证券时报·数据宝统计显示,上榜的前五大买卖营业部合计成交1.07亿元,其中,买入成交额为9439.14 万元,卖出成交额为1223.93万元,合计净买入8215.20万元。 资金流向方面,今日该股主力资金净流入1.09亿元,其中,特大单净流入1.40亿元,大单资金净流出 3099.11万元。近5日主力资金净流入2.00亿元。 海汽集团(603069)今日涨停,全天换手率1.82%,成交额1.66亿元。龙虎榜数据显示,营业部席位合计净 买入8215.20万元。 具体来看,今日上榜营业部中,第一大买入营业部为东海证券股份有限公司福州长乐北路证券营业部, 买入金额为3223.87万元,第一大卖出营业部为国联民生证券股份有限公司常州衡山路证券营业部,卖 出金额为352.91万元。 上交所公开信息显示,当日该股因日涨幅偏离值达9.95%上榜,营业部席位合计净买入8215.20万元。 融资融券数据显示,该股最新(12月22日)两融余额为2.75亿元,其中,融资余额为2.75亿元,融券余 额为30.71万元。近5日融资余额合计减少5214.79万元,降幅为15.94%。 (文章来源:证券时报网) 海汽集团12月23日交易公 ...
860项场景+3大试点基地 交通领域人工智能应用驶入快车道
Zhong Guo Xin Wen Wang· 2025-12-23 11:46
860项场景+3大试点基地 交通领域人工智能应用驶入快车道 一是加强技术攻关。在国家科技重大项目中加力布局"人工智能+交通运输"关键技术攻关,建成一批高 能级的科技创新平台。 二是构筑战略基点。全力推动综合交通运输大模型的部署应用,建设国家综合交通运输信息平台2.0, 加快建设高质量数据集。 三是推动加速各种场景的应用。启动"十百千"创新行动,"十"就是聚焦智慧公路、智慧航运等十个方 向,面向"百"项场景进行试点布局,聚集"千"家创新主体。同时,采用"科技+工程"方式,聚焦大通道 货车智能驾驶和内河货运船舶自主编队航行等重大场景,建设一批标志性创新工程。 四是完善治理体系。推动交通运输领域人工智能标准化建设,有序推进高质量数据集、智能体应用、安 全测评等关键领域的标准布局,积极参与国际标准制定和规则对接,构建开放包容的制度体系。 中新网12月23日电 国新办23日就新时代交通运输服务经济社会高质量发展有关情况举行新闻发布会。 会上,交通运输部副部长李扬表示,交通运输行业在人工智能领域场景多元、数据丰富、应用需求巨 大,是一个庞大的人工智能应用的场景和行业。交通运输部高度重视人工智能的应用,已经印发了"人 工智 ...
交运股份:第九届董事会第十三次会议决议公告
Zheng Quan Ri Bao Zhi Sheng· 2025-12-23 11:41
Group 1 - The company announced the approval of multiple resolutions during the 13th meeting of the 9th Board of Directors, including amendments to certain proposals and the provision for asset impairment [1] - The resolutions also included the election of a non-independent director, indicating potential changes in the company's governance structure [1]