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]

Group 1: Manufacturing PMI Insights - In July, the manufacturing purchasing managers' index (PMI) decreased to 49.3%, down 0.4 percentage points from the previous month, indicating a decline in manufacturing activity [2][3] - The production index remained in expansion at 50.5%, while the new orders index fell to 49.4%, reflecting a slowdown in market demand [3] - Large enterprises maintained expansion with a PMI of 50.3%, although it decreased by 0.9 percentage points, while medium-sized enterprises improved to 49.5% [4] Group 2: Non-Manufacturing PMI Insights - The non-manufacturing business activity index stood at 50.1%, down 0.4 percentage points from the previous month, but still above the critical point [5] - The service industry business activity index was stable at 50.0%, with sectors related to travel and consumption showing strong performance, while real estate and residential services lagged [5][6] - The construction business activity index fell to 50.6%, down 2.2 percentage points, due to adverse weather conditions affecting construction activities [6] Group 3: Comprehensive PMI Insights - The comprehensive PMI output index was 50.2%, a decrease of 0.5 percentage points from the previous month, indicating overall expansion in production and business activities [7] - The manufacturing production index and non-manufacturing business activity index contributed to the comprehensive PMI, standing at 50.5% and 50.1% respectively [7]

从用电量增速看，新动能支撑作用强劲，与新质生产力相关的装备制造业和消费品制造业保持了较强韧 性。6月份，汽车制造业、通用设备制造业、仪器仪表制造业、专用设备制造业、铁路/船舶/航空航天 和其他运输设备制造业、电气机械和器材制造业、计算机/通信和其他电子设备制造业用电量增速分别 同比增长11.0%、10.3%、8.6%、8.0%、6.9%、5.8%、4.2%，均高于制造业平均增速。此外，人工智 能、新能源等热门赛道拉动相关行业用电量高速增长，6月份，互联网数据服务业用电量同比增长 44.6%，软件和信息技术服务业用电量同比增长17.4%，新能源汽车整车制造业用电量同比增长13.0%。 今年入夏后，高温开始时间早，从6月中下旬开始电力负荷快速增长，尤其7月以来多个地区电力负荷创 新高。根据有关数据，7月4日、7日、16日、17日全国电力负荷连创新高，最高达15.08亿千瓦，较去年 最大负荷增加0.57亿千瓦。 中国电力企业联合会相关负责人介绍，除了气温因素，在国家"两重""两新"等政策带动下，相关商品销 售、制造业投资较快增长，国内需求稳步扩大，新质生产力培育壮大。 7月30日，中共中央政治局召开会议，强调保障迎 ...

7月18日，国内首套120立方米固定式超低温储罐技术成果发布会在工程建设公司(CPECC)第七建设公司 装备制造分公司召开，标志着我国超低温核心装备取得重大突破。该技术此前在第12届世界化学工程大 会暨第21届亚太化工联盟大会上，获评"2025国际化工创新展览会新产品新技术发布会优秀技术成果"。 中国工程院院士袁士义表示，这一"大国重器"的发布令人振奋，下一步需全面提升软硬件及理论技术， 构建我国首个超低温储罐产业链，实现产业化。(记者袁莲通讯员郭超) CPECC历时3年，攻克了超低温材料物性数据少、绝热材料抽真空难等难题，有效确保了储罐在极端温 差条件下的气密性、可靠性、稳定性，以及抗脆裂性能和绝热性能。今年3月17日，该储罐在项目现场 完成测试。其技术可应用于液氢等深冷领域，还能为可控核聚变低温恒温器和低温工厂提供支撑，应用 前景广阔。 120立方米固定式超低温储罐的成功研制，实现了关键材料、核心工艺及整机制造完全自主可控，静态 蒸发率小于0.49%/日，达到国际先进水平。相较于国内现有小型容器，该储罐装车时间从7天缩短至8小 时，装车过程气化率从50%降至3%。目前，CPECC围绕该技术已累计申请发明专 ...

Group 1 - The core viewpoint emphasizes that industrial revitalization is crucial for rural revitalization, with modern mushroom greenhouses in Dongfeng Village showcasing the potential for economic growth through technology [1][3] - China First Heavy Industries Group has invested a total of 10.5 million yuan in support, leveraging an additional 6 million yuan from external capital and 1 million yuan from government matching funds to establish a 135-acre modern mushroom cultivation base [1][3] - The introduction of 80 intelligent water-cooled air conditioning systems has significantly improved mushroom cultivation, increasing the survival rate of mushroom spawn from approximately 70% to 98% [3] Group 2 - The implementation of smart greenhouses has led to a dramatic increase in land efficiency, with annual revenue from the 135 acres of farmland rising from about 350,000 yuan to significantly higher levels due to modern cultivation methods [3] - China First Heavy Industries Group plans to continue its support by constructing 11 new smart greenhouses, three cold storage facilities, and upgrading 50 existing structures within the year [3] - The comprehensive development of the mushroom industry in Dongfeng Village illustrates a successful model of rural revitalization, driven by technological advancements and resource integration [3]

中科坤泰4个月攻克多项国内首创技术，锐智智能参与制定4项国家和行业标准，北汽制造生产线自动化 率超90%……在7月28日召开的莱西市科技创新暨促进民营经济高质量发展大会上，科技人才科创企业 备受关注，域内科创成果亮点频出，彰显着莱西这片企业沃土的创新活力，传递出坚韧向好的信心与活 力。 企业家站C位： 另一方面，产学研深度融合为科技突破赋予新动能。中科院青岛能源所共建产业研究院、青岛科大孵化 行业领军企业晟科材料、青岛农大推动"科技小院"赋能现代农业等成功案例，打通了从基础研究、成果 转化到产业应用的链条；中科润美联合中科院突破润滑技术、瀚生生物携手青科大攻关农药研发等科研 合作，让实验室成果成为生产线上的产品，在莱西产业的沃土上开花结果。 "下一步的科研工作中，我们将加速利用基因编辑、单倍体技术手段等新型生物技术，解决种业'卡脖 子'的技术难题，不仅要把饭碗牢牢端在中国人手里，还要让产品走向国际。"青岛金妈妈种业科技有限 公司副总经理刘蕾庆表示。 细察莱西此次表彰的对象：从攻克国内首创技术、填补行业空白的中科坤泰，到参与制定国家标准和行 业标准的锐智智能，再到雀巢、点石、海绿源、金妈妈种业等一批在各自领域挺 ...

数据显示，2024年，东莞A股上市公司新增4家，总数达62家，位列全国地级市第7位，广东省（不含深 圳）第2位。当前，东莞资本市场正经历从融资扩张向结构优化转变的深层次变革，并购重组已成为推 动产业升级、增强全球竞争力的重要抓手。尤其在电子、装备制造、人工智能等产业领域，东莞上市公 司通过并购不断向产业链高端延伸，并加快布局海外基地，进一步提升"东莞智造"的全球化影响力。 东莞市委常委、常务副市长曾坚朋在致辞中表示，近年来，资本市场初步形成了以"科技创新+先进制 造"为鲜明特色的东莞板块，孕育了基础雄厚、活力充沛的企业生态，对并购重组有着强烈的内生需 求。近年来，东莞出台《东莞市便利企业融资赋能高质量发展若干措施》，多维度发力强化金融供给与 财政协同，同时大力支持市上市公司协会发挥桥梁作用，支持企业通过并购做大做优做强。曾坚朋表 示，热切期盼全球上市公司龙头企业、证券交易所、金融机构、专业服务商等各方齐发力，为东莞加快 建设国际科创制造强市、为中国资本市场高质量发展贡献力量。 中国证监会广东监管局党委委员、副局长戴文慧致辞。她表示，当前广东正在聚精会神推进高质量发 展，东莞上市公司保持稳健发展势头，希望上市公 ...