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【广发宏观王丹】从EPMI数据看9月经济
郭磊宏观茶座· 2025-09-22 12:29
Core Viewpoint - The September EPMI (Emerging Industry Purchasing Managers Index) increased by 4.6 points to 52.4, indicating a seasonal recovery typical of autumn, although the absolute level remains historically low [1][6][24]. Group 1: EPMI and Industry Trends - The EPMI's increase aligns with the seasonal average of 4.5 points from 2014 to 2024, with the number of industries in the expansion zone rising from 2 to 4 [1][6][7]. - Despite the improvement, the absolute EPMI value of 52.4 is the second lowest for September in history, down 0.9 points from the previous year [6][24]. Group 2: Supply and Demand Indicators - Key supply and demand indicators showed improvement: production volume, product orders, and export orders increased by 7.8, 6.5, and 6.8 points respectively [2][9]. - The production-to-demand ratio turned positive, with an average of 0.7 for the first three quarters of 2025, indicating an improvement in supply-demand balance compared to previous years [9][10]. - Price indicators also improved, with purchase prices and sales prices rising by 0.8 and 0.2 points respectively, although the growth rate has slowed compared to July and August [9][12]. Group 3: Employment and Financing Environment - The EPMI loan difficulty index decreased by 0.9 points, suggesting a more favorable financing environment for emerging enterprises due to increased credit support and coordinated fiscal and monetary policies [15][16]. - Employment indicators have shown a two-month recovery, with a 2.6-point increase in September, indicating stronger demand for jobs in new industries during the graduation season [15][16]. Group 4: Sector Performance - In September, the highest absolute economic performance was observed in the new generation information technology and energy-saving environmental sectors, driven by demand growth related to AI computing power and domestic substitution [19][20]. - The new energy vehicle sector also saw a month-on-month increase in economic performance, with retail sales growing by 6% year-on-year and 10% month-on-month [19][20]. - The performance of traditional sectors varied, with some industries like petroleum asphalt and automotive tires showing increased operating rates, while others like high furnace and PVC saw declines [23][24]. Group 5: Economic Outlook - The third quarter has shown signs of continued economic slowdown, with September data being crucial for short-term economic assessment [24]. - The EPMI data suggests a neutral economic outlook, with seasonal recovery not extending the trends observed in July and August, indicating that achieving annual growth targets will require further policy support [24].
流浪地球2真实再现!采矿现场上演“科幻大片”
Jin Rong Shi Bao· 2025-09-22 07:49
Group 1: Industry Trends - The mining industry is rapidly adopting autonomous vehicles, including unmanned trucks and excavators, supported by advanced intelligent systems [1][2] - The penetration rate of new energy heavy trucks is expected to reach nearly 25% by 2025, necessitating the development of new control systems [1] - The demand for innovation in the industry is increasing as companies transition to digital and intelligent operations [1] Group 2: Company Overview - Hawe China, established in 2004, is a significant player in the hydraulic system market, holding a 40% global market share in hydraulic cylinders [2][3] - The company has successfully developed a smart control system that has been sold in dozens of countries and is compatible with major manufacturers' unmanned mining trucks [2] - Hawe China's growth is attributed to the favorable Chinese market environment and the efficiency of its manufacturing operations compared to its European counterparts [3] Group 3: Regional Development - The Guangling Economic Development Zone has played a crucial role in supporting Hawe China's growth by attracting European manufacturing companies and creating a complete industrial chain [3][4] - The zone is set to establish a Jiangsu provincial-level "China-Europe Yangzhou Intelligent Manufacturing Industrial Park" focusing on high-end equipment manufacturing and related industries [3][4] Group 4: Strategic Transformation - Hawe China is transitioning from a traditional manufacturing model to a more digital, intelligent, and high-quality development approach [4][5] - The company exemplifies the shift from European manufacturing serving China to Chinese manufacturing serving the global market [5][6]
全球176个项目参赛!南科大“梧桐树”国际双创大赛收官
Nan Fang Du Shi Bao· 2025-09-22 06:51
Core Insights - The fifth "Wutong Tree" International Innovation and Entrepreneurship Competition concluded at Southern University of Science and Technology (SUSTech), attracting over 180 participants from various sectors including venture capital, finance, and entrepreneurship services [1][3] - The competition received 176 project entries from around the world, focusing on high-quality technology transformation and innovation in fields such as new-generation electronic information, high-end equipment manufacturing, new materials, and biomedicine [3][10] - A total of 12 teams advanced to the finals, with the first prize awarded to Bridge Interface Technology (Shenzhen) Co., Ltd. for their development of a general-purpose robot "brain," and nearly one million yuan in total prizes distributed [3][9] Competition Overview - The competition is part of SUSTech's national-level innovation and entrepreneurship demonstration base, emphasizing the integration of technology innovation and industrial innovation [3][6] - Since its inception in 2021, the competition has received a total of 876 project applications, with 75% of the 67 awarded companies from previous years successfully securing financing, amounting to over 3.6 billion yuan [6][7] - The event featured a professional evaluation panel consisting of experts from state-owned venture capital, industry capital, and successful angel investors, assessing projects based on key factors such as team dynamics, technology, market potential, and business models [6][7] Future Prospects - The competition aims to support the development of strategic emerging industries in Shenzhen, attracting high-quality entrepreneurial talent and venture capital resources [10][11] - Post-competition, SUSTech will continue to provide resources for project implementation in Shenzhen, including investment support and talent acquisition, leveraging the "Nankai Wutong" angel investment fund to follow up on awarded and participating projects [11]
地方动态丨山西科技型中小企业库纳新
Ke Ji Ri Bao· 2025-09-22 04:49
Group 1 - The core viewpoint of the articles highlights the inclusion of 1,231 enterprises into the Shanxi Province's 2025 first and second batches of technology-based small and medium-sized enterprises (SMEs), which injects new vitality into the province's technological innovation ecosystem [1][2] - Technology-based SMEs are recognized as vital carriers for cultivating new productive forces and are seen as a driving force for technological innovation and high-quality economic development [1] - The selected enterprises span strategic emerging industries such as new generation information technology, high-end equipment manufacturing, new materials, biomedicine, and new energy and energy conservation, aligning closely with Shanxi's transformation and development goals [1] Group 2 - Shanxi Province has been increasing its support for technology-based SMEs through improved evaluation mechanisms, simplified application processes, and strengthened policy implementation, resulting in a steady annual growth in the number of enterprises included in the database [2] - The province aims to enhance dynamic management and precise services for the SMEs, ensuring that policy benefits reach them quickly, while also facilitating their growth into high-tech enterprises and specialized "little giant" companies [2] - Future initiatives include building platforms for industry-academia-research cooperation and organizing training to enhance innovation capabilities, thereby providing robust support for Shanxi's high-quality transformation and development [2]
中国制造业500强榜单发布,23家深企上榜
Core Insights - The "2025 China Manufacturing Enterprises Top 500" list was released, highlighting Shenzhen's strength with 23 companies listed, showcasing its status as the "Industrial First City" [1][5] - Huawei and BYD ranked 4th and 6th respectively, with revenues of 862.1 billion and 777.1 billion yuan, indicating strong performance among leading companies [2][3] Company Performance - Shenzhen's top companies include Huawei, BYD, Luxshare Precision, China Electronics Corporation, and ZTE, among others, reflecting a diverse industrial base [2][5] - The overall revenue scale of the top 500 companies remains stable, with R&D investment as a growing focus, reaching a research intensity of 2.45%, up by 0.03 percentage points from the previous year [2][3] R&D and Innovation - Shenzhen companies are characterized by high R&D intensity, with five out of the top ten companies in R&D intensity being from Shenzhen, led by Huawei at 20.84% [3] - The emphasis on R&D is evident as these companies continue to invest significantly in innovation, contributing to their competitive edge [3][5] Global Expansion - Shenzhen companies are increasingly expanding internationally, with notable mentions of Transsion Holdings, Pegatron, and Jiangbolong Electronics, which have high overseas revenue ratios [3] - Transsion Holdings leads with 99.73% of its revenue from overseas markets, particularly in Africa and Southeast Asia, indicating successful global strategies [3] Industry Landscape - The listed Shenzhen companies span multiple strategic industries, including electronics, new energy, high-end equipment manufacturing, and smart terminals, creating a collaborative industrial ecosystem [5] - Shenzhen's commitment to high-end, intelligent, and green manufacturing continues to drive its industrial development, supporting the overall growth of China's manufacturing sector [5]
截至2024年底全球共有各类徽商组织566家
Sou Hu Cai Jing· 2025-09-21 06:48
《徽商回归年度报告(2025)》《徽商发展报告(2025)》成果发布。主办方供图 中新网合肥9月21日电 (傅天骋)2025世界制造业大会徽商引领高端制造业发展对接会20日在合肥举办。 会上发布的《徽商发展报告(2025)》(下称"报告")称,截至2024年底,全球共有各类徽商组织566家,其 中海外徽商组织达57家,覆盖美国、日本、澳大利亚、阿联酋等多个国家和地区。 当天活动现场还发布了《徽商回归年度报告(2025)》。该报告显示,2024年安徽省亿元(人民币,下同) 以上在建徽商回归项目达777个,实际到位资金1313.4亿元,同比增长15.1%。这些项目主要集中在新能 源汽车、新材料、高端装备制造等战略性新兴产业,其中10亿元以上项目37个,实际到位资金408.5亿 元。 本次对接会以"链接徽商'新质造' 凝聚发展'新动能'"为主题,来自全国各地的徽商商会会长、秘书长, 500强企业和知名公司高管、徽商企业家代表和金融机构负责人等参加。(完) 报告统计,在国内注册成立的安徽商会、徽商商会等组织达231家;安徽省16个地级市的省外异地商会 193家;安徽省16个地级市所辖县(县级市) 的省外异地商会共计8 ...
从制造到智造,两家德企在江苏的扎根之路|活力中国调研行
Sou Hu Cai Jing· 2025-09-21 04:17
Core Insights - Jiangsu province has attracted significant foreign investment, with actual foreign capital utilization reaching $11.54 billion in the first half of the year, accounting for 19.5% of the national total, maintaining its position as the top province in China for foreign investment [1] Group 1: Company Profiles - Hawe Hydraulics (China) Co., Ltd. has been operating in Jiangsu since 2004 and has become the largest supplier of hydraulic systems for dump trucks in China, achieving cumulative sales exceeding 20 billion yuan over 20 years [2][4] - Bosch and Siemens Home Appliances (BSH) has transformed from a manufacturing base to a global R&D hub in Nanjing, establishing the largest comprehensive R&D center for BSH globally, with over 700 engineers [6][8] Group 2: Business Strategies and Innovations - Hawe focuses on a specialized hydraulic business, achieving a global market share of 40% for its hydraulic cylinders, and is investing 100 to 200 million yuan in smart workshop upgrades to enhance production efficiency [4][5] - BSH's R&D center in Nanjing is set to become a global R&D center, supported by a vast local talent pool and favorable government policies, which have been crucial for its innovation and market expansion [8][9] Group 3: Local Government Support - The local government in Jiangsu, particularly in Yangzhou and Nanjing, plays a vital role in attracting and retaining foreign investment by providing a conducive business environment and actively supporting companies in their operational needs [5][9] - The Nanjing Economic and Technological Development Zone has a proactive approach to assist enterprises, ensuring that all departments are responsive to business needs, which has fostered a strong relationship with foreign companies [9]
42个侨创项目在安徽签约 总投资额91亿元
Zhong Guo Xin Wen Wang· 2025-09-21 03:40
42个侨创项目在安徽签约 总投资额91亿元 中新网合肥9月21日电 (付敏)2025世界制造业大会侨创项目对接暨巢湖侨创会20日在合肥举行。会上, 共签约42个侨创项目,总投资额91亿元人民币。签约项目主要集中在新能源汽车、新材料以及高端装备 制造等新兴产业领域。 当日,来自30多个国家和地区的侨商侨领、合肥侨创大赛代表等200余人围坐一堂,交流分享经验。 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 编辑:王永乐 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 9月20日,2025世界制造业大会侨创项目对接暨巢湖侨创会在合肥举行。图为签约现场。付敏 摄 旅英华人高新科技商业协会会长张其军说,世界制造业大会是一个集高端交流、前沿展示、项目对接、 合作共赢于一体的综合性盛会。"前不久有朋友讲安徽近些年发展不错,建议我来看看。希望利用这次 机会了解安徽,寻找发展机会。" 俄罗斯安徽总商会会长王金保说,安徽在轻工、家电、新能源汽车等领域具有明显优势,而俄罗斯市场 对这些产品 ...
活力中国调研行:重庆持续提升工业“含绿量”
Ren Min Ri Bao· 2025-09-21 02:18
Core Viewpoint - Chongqing is focusing on green and high-quality development by optimizing industrial structure, promoting green benchmarks, and enhancing resource recycling to build a modern industrial system with advanced manufacturing as the backbone [1][2][3][4][5][6] Group 1: Industrial Structure Optimization - Chongqing aims to increase the proportion of low-energy consumption and high-output industries while expanding new growth areas, with a focus on hydrogen energy and high-end equipment manufacturing [1][2] - In the first eight months of this year, Chongqing produced 690,000 electric vehicles, a year-on-year increase of 31.4%, and the integrated circuit output reached 7.6 billion pieces, up 65.6% [2] Group 2: Green Benchmark Leadership - Companies like Huafeng Chemical have made significant advancements in energy conservation and circular economy, achieving over 96% carbon utilization rate in their production processes [4] - Chongqing has established 170 national-level green factories and 16 national-level green industrial parks, with the output of green factories accounting for 29.5% of the city's total industrial output [4] Group 3: Resource Recycling and Ecological Circle - Chongqing has developed a resource recycling ecosystem, achieving a recycling capacity of 4.5 million tons of scrap steel and maintaining a comprehensive utilization rate of industrial solid waste above 70% [6] - The city has implemented projects for wastewater recycling and solar energy utilization, with a water reuse rate exceeding 97% for three consecutive years [5][6]
苏州与德企的“成长共鸣”
Su Zhou Ri Bao· 2025-09-21 01:58
经贸为桥 双向奔赴的合作热潮 一组亮眼数据勾勒出苏州与德国经贸合作的强劲势头:去年贸易额是137.74亿美元,今年前7月突 破81.64亿美元。 来到苏州对德合作的"桥头堡"太仓,这里有超560家德企,占全国制造业德企总数10%。当地形成 的高端装备制造、汽车零部件产业集群,不仅撑起苏州对德贸易的半壁江山,更带动苏州工业园区、苏 州高新区、昆山市等区域形成"全域联动"的合作格局。"太仓在德国有良好的口碑,很多德国企业家相 信太仓,选择太仓。"在上海德国中心CEO夏建安看来,这正是苏州对德合作的关键节点。 苏州已成为德国企业来华投资的优选地。截至今年7月,苏州累计实际使用德国投资36.22亿美元, 博世、西门子、福伊特等知名德企在此设立全球研发与生产基地,部分企业年营收超百亿元,将苏州工 厂打造成辐射亚太的核心枢纽。 双向投资的热潮同样澎湃。近年来,苏州企业主动"出海"掘金,在德国布局133个投资项目,中方 协议投资额17.6亿美元,从化学原料制品到电力生产供应,在多个领域与德企展开深度协作。此外,双 方的合作逐渐向新材料、新能源、人工智能、机器人应用等高科技领域延伸。 近日,第十二届"一带一路"中德经济合作对 ...