登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示 ■ 一、回购股份的基本情况 西子清洁能源装备制造股份有限公司（以下简称"公司"或"西子洁能"）于2024年10月9日召开第六届董 事会第十五次临时会议，于 2024 年10月25日召开 2024 年第四次临时股东大会，审议通过了《关于回购 公司股份的议案》，同意使用自有/自筹资金不低于人民币5,000万元（含）且不超过10,000万元 （含），通过集中竞价交易方式以不超过14.5元/股（含）的价格回购部分公司发行的人民币普通股（A 股）股份，回购的股份将用于注销以减少注册资本（以下简称"本次回购"）。本次回购的期限为自股东 大会审议通过之日起 12 个月内。具体内容详见公司于 2024 年10月10日、2024 年10月26日在《证券时 报》《上海证券报》《证券日报》和巨潮资讯网上披露的相关公告。 截至 2025年7月30日，公司本次回购股份方案已实施完毕，根据《上市公司股份回购规则》（2025年修 订）《深圳证券交易所上市公司自律监管指引第 9 号 ...

在重庆，一辆辆国产汽车通过铁海联运新模式，经西部陆海新通道至广西钦州港换乘，最终直抵中东枢 纽港口，进入全球市场。 近日，国家发展改革委安排超3000亿元支持2025年第三批"两重"建设(国家重大战略实施和重点领域安 全能力建设)项目。至此，今年8000亿元"两重"建设项目清单全部下达完毕。一大批"硬投资"项目有序 实施，与之相应的规划编制、体制机制创新等"软建设"也在同步推进，正成为推动高质量发展的重要支 撑。 "硬投资""软建设"结合 伴随着"两重"建设不断推进，西部陆海新通道加快建设完善。上半年，重庆经西部陆海新通道完成货物 运输量达15.46万标箱，货值283.32亿元，同比分别增长28%和22%，实现了货量与货值的双提升。 在总量层面，"两重"建设深入推进，将有效增强投资对经济增长的实质拉动力。"8000亿元超长期特别 国债与地方配套资金叠加，预计直接拉动固定资产投资1.6万亿元左右甚至更高，可对冲房地产投资下 行带来的缺口，使基建投资全年增速稳定在6%至7%区间，为国内生产总值实现预期目标提供0.7个至 0.9个百分点的正向贡献。"蓝庆新分析。 在结构层面，"两重"建设将助力投资方向与区域布局不断 ...

Group 1 - The stock price of Boying Welding on July 31 was 25.05 yuan, down 0.75 yuan or 2.91% from the previous trading day [1] - The opening price on the same day was 25.69 yuan, with a highest price of 26.25 yuan and a lowest price of 24.97 yuan, with a trading volume of 33,893 hands and a transaction amount of 86 million yuan [1] - Boying Welding specializes in the research, production, and sales of anti-corrosion and wear-resistant welding equipment, non-welded boiler components, pressure vessels, and high-end steel structures [1] Group 2 - On July 30, Boying Welding signed a cooperation framework agreement with Suzhou Weirham Welding Technology Co., Ltd. to establish a joint venture company, which will be controlled by Boying Welding [1] - The joint venture will focus on expanding into the oil and gas market and overseas markets, with plans to set up an overseas manufacturing base in the Middle East [1] - The cooperation will include the application of special welding technology in the oil and gas market, as well as the overseas market expansion of anti-corrosion and wear-resistant equipment and high-end steel structures [1] Group 3 - On July 31, the net outflow of main funds was 7.4065 million yuan, accounting for 0.38% of the circulating market value [2]

据新华社消息，国务院总理李强7月31日主持召开国务院常务会议，会议审议通过《关于深入实施"人工智能+"行动的意见》。 北京大学光华管理学院教授翁翕对21世纪经济报道记者表示，当前中国经济正处于新旧动能转换的关键阶段，实施"人工智能+"行动是培育新动能、更新 旧动能的关键举措。 翁翕指出，在培育新动能方面，人工智能技术以"AI for Science"(AI4S)为全新科研利器，加速基础研究突破，进而推动生物制药、智能制造、智能驾驶等 新兴产业快速崛起，成为经济增长的"新引擎"。在更新旧动能方面，人工智能技术与传统产业深度融合，通过提升生产效率、优化运营流程、降低能耗成 本等方式，赋能钢铁、纺织、装备制造等传统行业向高端化、智能化、绿色化转型，让旧动能释放"新潜力"。 孙克同样指出，实施"人工智能+"行动，将加快推动人工智能和实体经济深度融合，释放技术潜能，突破科学发现、技术进步和生产组织的瓶颈与边界， 形成培育与推动新质生产力的新动能，真正让人工智能形成现实生产力，让我国的产业体系完备优势、超大规模市场优势、海量数据（603138）资源优 势、丰富应用场景优势向国家智能优势转化。同时，在推动各领域智能化升级过 ...

Core Viewpoint - The Chinese government is advancing the "Artificial Intelligence +" initiative to promote large-scale commercialization of AI applications, leveraging the country's comprehensive industrial system, large market scale, and rich application scenarios to foster innovation and application synergy [1][3]. Group 1: Government Initiatives - The State Council, led by Premier Li Qiang, has approved the "Artificial Intelligence +" action plan, emphasizing the need for AI to integrate deeply into various sectors of economic and social development [1]. - The government aims to enhance the AI innovation ecosystem by improving computing power, algorithms, and data supply, while also increasing policy support and talent development [1][4]. Group 2: Industry Development - China has established a complete AI technology industry system covering foundational, framework, model, and application layers, with continuous improvements in AI infrastructure and rapid algorithm innovation [2]. - AI applications are increasingly penetrating high-digitization industries such as finance, healthcare, and transportation, indicating a shift towards deeper integration of AI in the real economy [2]. Group 3: Economic Impact - The "Artificial Intelligence +" initiative is seen as a crucial measure for fostering new economic drivers and updating traditional ones, particularly in sectors like biopharmaceuticals, intelligent manufacturing, and smart driving [3]. - The initiative is expected to enhance productivity and operational efficiency in traditional industries, facilitating their transition towards high-end, intelligent, and green practices [3][4].

Core Insights - The equipment manufacturing industry has transitioned from incremental competition to stock competition, with the aftermarket becoming a new growth engine, attracting various stakeholders to enhance their layouts [1][4] - Weichai has been a pioneer in the aftermarket industrialization journey since 2005, emphasizing "service creates value" and achieving significant growth and efficiency improvements over 20 years [1][4][6] Industry Development - The Weichai aftermarket business officially started in 2005 with the establishment of two companies, marking the beginning of its journey [4] - Over the past 20 years, Weichai has built a robust service network with over 5,000 service stations and more than 80 central warehouses, achieving a nearly 30% compound annual growth rate in its aftermarket business [4][6] Strategic Initiatives - Weichai's growth is driven by two core factors: organizational transformation and continuous model innovation, adapting to new industry conditions and customer needs [6][11] - The company aims to achieve a target of 10 billion in aftermarket revenue by 2025, supported by its strong position in the engine market and strategic backing from Shandong Heavy Industry Group [9][11] Market Opportunities - Weichai has over 6 million engines in global circulation, providing a vast opportunity for aftermarket expansion [9] - The company is focusing on activating the domestic market and exploring overseas opportunities, while also enhancing its product system to meet diverse customer needs [11][13] Future Vision - Weichai plans to transform its aftermarket services from parts sales to comprehensive system services, aiming to create a win-win ecosystem for customers and partners [11][13] - The company is committed to professionalizing, standardizing, and digitizing its aftermarket services, positioning itself as a leading brand in the aftermarket sector [13]

Core Viewpoint - The Jinan government is actively promoting the "Industrial Strong City Development Strategy" with a focus on high-quality industrial economic development in the Jiyang District, leveraging opportunities from cross-strait industrial cooperation and local economic policies [1][2]. Group 1: Industrial Development Initiatives - The Jinan Economic Development Zone has introduced innovative practices to enhance industrial cooperation, resulting in the introduction of 152 projects with Taiwanese investment, including 110 industrial projects, totaling over $2.7 billion in investment [1]. - The development zone has implemented a "project-first" approach, establishing a mechanism for key project management, which has led to the completion of 154 new projects in 2023, with 33 projects already operational [2]. Group 2: Industry Transformation and Upgrading - The Jinan Economic Development Zone is accelerating its industrial transformation by focusing on key sectors such as food and bio-manufacturing, modern pharmaceuticals, and equipment manufacturing, with the food and beverage industry surpassing 10 billion yuan in output [3]. - The region has seen significant growth in industrial output, with 38 companies achieving over 100 million yuan in industrial output, and the establishment of 160 national high-tech enterprises [3].

7月31日，在广东省加快推进现代化产业体系建设专题会议（传统产业"三化"融合发展专场）现场，广 东省人大代表、广东伊之密精密机械有限公司智能制造顾问陈洪锦在发言伊始就抛出了他观察到的核心 问题：广东制造业产业链上下游协同改造升级不多，研发、供应、生产、服务等环节难以形成资源共 享。 "我作为制造业一线的代表，也是广东装备制造行业的实践者，深切体会到：广东装备制造业技改普遍 存在'单点突破多、链条联动少'的困境，这一痛点导致转型成本高、效率低，甚至出现'上游智能工厂、 下游手工装配'的割裂局面，产业链协同不足已成为制约我省制造业'三化'融合的核心瓶颈。" "一方面是设备互联壁垒高，割裂产业生态。装备产业集群中，当前仅41%的关键设备实现联网，不同 厂商设备协议差异大，导致数据采集需定制化开发接口，成本提升30%以上。例如，某注塑企业为整合 5家厂商设备，被迫部署多套中间件系统。根源在于采标率低，行业标准中国际标准采用率仅33%。"陈 洪锦表示。 此外，陈洪锦也建议，广东可探索进一步创新"链式技改"模式，比如以链式技改方式进行政策扶持，把 资金补贴到配套链主的供应商，以及推行"链主责任制"，要求获得超千万技改资金 ...

Core Insights - The economic performance of Henan province in the first half of 2025 shows a positive trend, with 16 out of 17 cities surpassing the national GDP growth rate of 5.3% [1][2][3] - The overall GDP of Henan province reached 31,683.80 billion yuan, with significant contributions from key cities like Zhengzhou, Luoyang, and Nanyang [4][5] Economic Growth Performance - Henan's GDP growth rate for the first half of 2025 was 5.7%, higher than the national average of 5.3% [2] - Notable cities include: - Luoyang and Xinyang both recorded a GDP growth rate of 5.7%, aligning with the provincial average [2] - The standout performers were: - Luoyang: GDP growth of 6.8% in the secondary industry [5] - Nanyang: GDP growth of 6.3%, with equipment manufacturing showing a significant increase of 18.4% [5] Sectoral Contributions - Zhengzhou, as the leading city, achieved a GDP of 7,329.3 billion yuan, with the secondary industry contributing 2,710.2 billion yuan and growing by 5.6% [4] - The manufacturing sector in Zhengzhou saw an 8.7% increase in output, with automotive and electronic information industries growing by 25% and 11.8%, respectively [4] Consumer and Investment Trends - The total retail sales of consumer goods in Henan reached 14,201.55 billion yuan, growing by 7.2%, which is 2.2 percentage points higher than the national average [6][7] - Cities like Xuchang and Kaifeng implemented policies to boost consumption, resulting in retail sales growth of 9.3% and 8.2%, respectively [6][7] Future Economic Strategies - The provincial government has outlined strategies for the second half of 2025, focusing on expanding domestic demand, optimizing supply, and enhancing living standards [10] - Key areas of focus include: - Continuous release of consumer demand [8] - Development of emerging industries such as artificial intelligence and low-altitude economy [9] - Promotion of regional characteristic industries to drive economic growth [9]

Group 1 - In July, China's manufacturing Purchasing Managers' Index (PMI) dropped to 49.3%, influenced by seasonal production slowdowns and adverse weather conditions [1] - The production index and new orders index for July were 50.5% and 49.4%, respectively, indicating a slowdown in market demand despite continued expansion in manufacturing activities [1] - Major raw material purchase price index rose to 51.5%, marking the first increase above the critical point since March, while the factory price index was at 48.3% [1] Group 2 - Large enterprises' PMI was 50.3%, down 0.9 percentage points, while medium-sized enterprises' PMI improved to 49.5%, indicating a continued recovery in sentiment [1] - Key industries such as equipment manufacturing and high-tech manufacturing maintained PMIs above the critical point at 50.3% and 50.6%, respectively [2] - The production and business activity expectation index rose to 52.6%, reflecting increased confidence among manufacturing enterprises [2]