Core Viewpoint - Xi Jinping emphasizes the need for Shanxi to transform and upgrade its industries, focusing on market demand and technological innovation to revitalize traditional industries and convert resource advantages into development advantages [4][5][6]. Group 1: Industry Transformation - The transformation and upgrading of industries are crucial for resource-rich regions like Shanxi, which has historically relied heavily on coal [5][9]. - Xi Jinping has repeatedly highlighted the urgency and long-term strategic planning required for Shanxi's economic transformation, aiming to diversify its industrial structure [5][6]. - The focus is on achieving a modern industrial system by reducing reliance on coal and increasing the share of new energy and innovative industries [6][9]. Group 2: Policy and Strategic Direction - The establishment of Shanxi as a national pilot zone for resource-based economic transformation reflects the central government's commitment to this initiative [9][10]. - Xi Jinping's directives include enhancing the business environment and stimulating the vitality of business entities to facilitate economic transformation [9][10]. - The approach involves a systematic and gradual process, recognizing that overcoming path dependence will involve challenges and require a solid understanding of the region's positioning [9][10]. Group 3: Innovation and Development - Companies like Yangquan Valve Co., Ltd. are examples of traditional enterprises successfully innovating and adapting to new market demands, thereby enhancing their competitiveness [7][8]. - The emphasis on developing new products, such as hydrogen pipeline valves, illustrates the shift towards new quality production capabilities [7][8]. - The transformation is not about abandoning existing resources but rather leveraging them to create a modern industrial framework that aligns with Shanxi's unique advantages [6][9].

Group 1 - Xi Jinping visited Yangquan, Shanxi, to inspect the local industry and commemorate the War of Resistance against Japan [1][7][17] - The visit included a tribute to the martyrs of the Eighth Route Army and a tour of the Hundred Regiments Offensive Memorial Museum [1][7] - The focus was on Shanxi's industrial transformation and high-quality development, highlighting the importance of local manufacturing companies like Yangquan Valve Co., Ltd. [1][20][23] Group 2 - The Hundred Regiments Offensive was a significant event in the Chinese resistance, showcasing the strength and determination of the Chinese Communist Party and the people [7][8][13] - Historical battles, such as the Pingxingguan battle, were emphasized as pivotal moments that boosted national morale during the war [10][12] - The current manufacturing landscape in Shanxi is seen as a continuation of the spirit of resistance, with companies like Taiyuan Iron and Steel Group innovating in sectors like ultra-thin stainless steel production [19][24]

Core Viewpoint - The large-diameter butterfly valve market is expected to reach a size of $27.95 billion by 2031, with a compound annual growth rate (CAGR) of 6.9% from 2025 to 2031 [1]. Market Overview - The global market for large-diameter butterfly valves is characterized by a compact and lightweight design, easy installation, and efficient performance in confined spaces [1]. - The primary product type dominating the market is DN600mm-1000mm, accounting for approximately 30.9% of the market share [9]. - The oil and gas sector is the main demand source, representing about 22.5% of the market [11]. Key Players - Major manufacturers in the global large-diameter butterfly valve market include Emerson, FLSmidth, Kitz Corporation, Cameron (SLB), KSB Group, AVK Group, Crane, IMI Process Automation, ADAMS Armaturen GmbH, and Tomoe Valve [7]. - The top ten manufacturers hold around 12.0% of the market share as of 2024 [7]. Industry Drivers - The integration of sensors, IoT, and AI is driving automation and smart development in the large-diameter butterfly valve industry [16]. - High-performance materials and advanced manufacturing technologies are meeting the stringent requirements of industries such as oil and chemicals [16]. Industry Challenges - Direct material costs account for 50%-60% of manufacturing costs, significantly constraining global expansion [17]. - The industry's heavy reliance on raw materials like stainless steel and cast iron makes it vulnerable to price fluctuations, impacting profit margins and production costs [17][18]. Opportunities for Development - Energy-saving technologies and the development of eco-friendly products are aligned with the increasing demand for efficiency in water treatment and oil and gas sectors [19]. - The growing number of desalination plants is further stimulating demand for high-quality butterfly valves [19].

Group 1 - Xi Jinping emphasized the importance of transforming the resource-based economy in Shanxi, aligning with the central government's strategic deployment for the rapid rise of the central region and ecological protection of the Yellow River basin [1][3] - The focus should be on energy transition, industrial upgrading, and moderate diversification, while ensuring the supply of coal for national energy security [3] - Traditional manufacturing is crucial for the real economy, and there is a need to enhance technological innovation to revitalize traditional industries [2][3] Group 2 - The construction of a comprehensive reform pilot zone for the transformation of resource-based economies is a strategic task assigned to Shanxi by the central government [3] - There is a call to optimize the business environment and stimulate the vitality of business entities to better convert resource advantages into development advantages [3][4] - Safety and stability must be prioritized during the transformation process, with a focus on employment, enterprise stability, and market expectations [4]

Core Viewpoint - The article emphasizes the importance of promoting the transformation and high-quality development of resource-based economies in Shanxi, aligning with national strategies for ecological protection and regional growth [1][5]. Group 1: Economic Transformation - Shanxi is tasked with building a comprehensive reform pilot zone for the transformation of resource-based economies, focusing on energy transition, industrial upgrading, and moderate diversification [5]. - The coal industry is expected to shift from low-end to high-end production, moving from primary fuel to high-value products, while also developing renewable energy sources like wind, solar, and hydrogen [5]. - There is a call for the optimization of the business environment to stimulate the vitality of enterprises and better convert resource advantages into developmental advantages [5]. Group 2: Industrial Development - Traditional manufacturing is highlighted as a crucial part of the real economy, with an emphasis on market demand and technological innovation to revitalize these industries [3][4]. - The need for a modern industrial system that reflects Shanxi's characteristics and comparative advantages is stressed, with a focus on developing new and future industries [5]. Group 3: Safety and Stability - The article underscores the necessity of maintaining safety and stability during the transformation process, with a focus on employment, enterprise stability, and market expectations [6]. - It highlights the importance of social governance, crime prevention, and ecological safety, including measures for flood prevention and disaster preparedness [6]. Group 4: Political and Social Governance - The article calls for a commitment to strict party governance and the promotion of a clean political environment, emphasizing the need for ongoing self-reform and accountability within the party [6].

Core Viewpoint - The article emphasizes the importance of transforming the resource-based economy in Shanxi, aligning with national strategies for ecological protection and high-quality development, while maintaining stability and safety in the process [1][3]. Group 1: Economic Transformation - Shanxi is tasked with building a comprehensive reform pilot zone for the transformation of resource-based economies, focusing on energy transition, industrial upgrading, and moderate diversification [3]. - The coal industry is encouraged to shift from low-end to high-end production, moving from primary fuel to high-value products, while also developing renewable energy sources like wind, solar, and hydrogen [3]. - Traditional industries are to undergo transformation and upgrading, with a focus on developing new and future industries that reflect Shanxi's characteristics and comparative advantages [3]. Group 2: Employment and Social Stability - Emphasis is placed on maintaining employment, supporting enterprises, stabilizing markets, and ensuring basic living standards for vulnerable populations [3]. - The article highlights the need for effective governance and social stability, including crime prevention and community safety measures [3][4]. Group 3: Environmental Protection - The article discusses the importance of ecological safety, including energy conservation, carbon reduction, and ecological restoration in mining areas [4]. - There is a call for comprehensive management of natural resources, including water and soil conservation, to maintain ecological balance [4]. Group 4: Party Governance - The article stresses the need for strict party governance and the implementation of anti-corruption measures to foster a clean political environment [4]. - Continuous education and adherence to central regulations are highlighted as essential for maintaining party discipline and effectiveness [4].

Core Viewpoint - Shanghai Yuxuan Pump and Valve Co., Ltd. is recognized for its excellent product quality and innovation in the industrial valve sector, as evidenced by its recent shipment of Z41Y-DN400 stainless steel gate valves to Shanxi Fenjiu filtering plant, marking a deepening collaboration between the two companies [1][6][7]. Group 1: Product Features and Advantages - The Z41Y-DN400 stainless steel gate valve is a leading product of Shanghai Yuxuan, made from high-quality stainless steel, providing strong corrosion resistance suitable for complex chemical environments [1]. - The valve features an advanced gate structure that ensures excellent sealing performance, crucial for preventing medium leakage in the Shanxi Fenjiu filtering plant [1][7]. - It offers good regulation capabilities, allowing precise control of medium flow to meet diverse production needs, thereby enhancing production efficiency [1][7]. Group 2: Quality Assurance and Logistics - Shanghai Yuxuan conducted thorough preparations for the shipment, including comprehensive inspections of each valve, ensuring no defects and compliance with standards [3]. - The company utilized customized wooden packaging with protective materials to prevent damage during transportation, ensuring safe delivery of the valves [3][4]. - A partnership with a professional logistics company was established to select optimal transportation routes, considering various factors to ensure timely and safe delivery [4]. Group 3: Strategic Importance of Collaboration - The selection of Shanghai Yuxuan's valve by Shanxi Fenjiu reflects the former's superior product quality and performance, enhancing its brand recognition and trust in the industry [6][7]. - This collaboration is significant for Shanghai Yuxuan, providing economic benefits and increasing its influence in the chemical and food and beverage sectors, aiding market expansion and brand image enhancement [7]. - The use of Z41Y-DN400 valves will improve operational efficiency and safety at the Shanxi Fenjiu filtering plant, supporting high-quality production and maintaining competitive advantage in the market [7]. Group 4: Future Outlook - Shanghai Yuxuan aims to continue its commitment to "quality first, customer foremost," increasing investment in technology research and development to enhance product quality and service levels [9]. - The company anticipates further collaboration with Shanxi Fenjiu in various fields, promoting high-quality development in related industries [9].

表决结果：同意 5 票，弃权 0 票，反对 0 票。获得通过。 股票代码：002871 股票简称:伟隆股份 公告编号：2025-050 债券代码：127106 债券简称：伟隆转债 青岛伟隆阀门股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 青岛伟隆阀门股份有限公司（以下称"公司"）第五届董事会第十三次会 议通知于 2025 年 7 月 1 日通过专人送达、电子邮件等方式送达给董事、监事和 高级管理人员。会议于 2025 年 7 月 7 日下午 15:00 时在公司会议室以现场和通 讯方式召开。本次会议应到董事 5 名，实到 5 名。会议由董事长范庆伟先生召 集和主持，公司监事、高管列席会议。会议的召集、召开及表决程序符合《中 华人民共和国公司法》及《青岛伟隆阀门股份有限公司章程》的规定，合法有 效。 二、董事会会议审议情况 经与会董事充分的讨论和审议本次会议议案并表决，形成如下决议： 青岛伟隆阀门股份有限公司董事会 自 2025 年 6 月 6 日至 2025 年 7 月 7 日，公司股票价格已有十五个交易日 的收盘价不低 ...

7日下午，习近平总书记在阳泉阀门股份有限公司考察。他察看企业生产车间和产品展 示，同现场工人亲切交谈，了解山西加快产业转型升级、推动高质量发展等情况。 来源：新华社 n 新 华 NEW 阳 NO nd ...

Group 1 - The core viewpoint of the articles highlights the significant advancements and growth of Yangquan Valve Co., Ltd., a specialized "little giant" in the industrial valve manufacturing sector, which is focusing on high-quality development and industry transformation in Shanxi province [4][8]. - Yangquan Valve Co., Ltd. was established in 1924 and has developed 58 product varieties that fill domestic gaps, showcasing its importance in the industry [4]. - The company has increased its R&D investment and technological transformation efforts, emphasizing technological innovation to create new competitive advantages [4]. Group 2 - The valve is identified as a core component of industrial fluid control systems, directly impacting production efficiency and safety, thus being referred to as the "gatekeeper" of modern industry [4]. - The company has established a technology innovation center and deepened industry-university-research cooperation, leading to the construction of a pump and valve R&D center and testing platform [4]. - In the first quarter of this year, Yangquan Valve Co., Ltd. achieved a year-on-year revenue growth of 223% and a profit increase of 163%, indicating strong financial performance [8].