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国家发改委价格成本和认证中心举办机械工业行业价格问题专家座谈会
news flash· 2025-04-24 11:47
金十数据4月24日讯,国家发改委价格成本和认证中心会同机械工业价格研究中心4月18日联合举办机械 工业行业价格问题专家座谈会。来自中国机电工业价格协会等8家行业协会专家参加座谈,与会专家围 绕近两年来我国机械工业各细分领域价格运行态势、重要产品价格竞争情况及进一步完善行业市场价格 运行机制等进行了深入交流探讨。中心主任卢延纯同志主持会议并总结指出,机械制造业是国民经济的 重要支柱,近两年来部分领域、产品价格有下行趋势,企业利润空间受到挤压。下一步,中心将会同有 关协会深入研究细分领域价格相关问题,共同促进行业高质量发展。 国家发改委价格成本和认证中心举办机械工业行业价格问题专家座谈会 ...
工业经济环比修复持续,智元发布首个通用具身基座大模型GO-1
Haitong Securities· 2025-03-17 03:13
Investment Rating - The industry investment rating is "Outperform the Market" and is maintained [2] Core Viewpoints - The mechanical equipment industry has shown a year-to-date cumulative excess return of +15.05% as of March 2025, despite a negative weekly excess return of -2.07% in the 11th week of 2025 [6][11] - The report highlights significant growth in various segments, including a 5.1% year-on-year increase in fixed asset investment in railways and a 49% year-on-year increase in forklift sales in February 2025 [6][7][8] Summary by Relevant Sections Rail Transit Equipment - Fixed asset investment in railways reached 68.54 billion yuan in January and February 2025, marking a 5.1% increase year-on-year [6] - The number of passengers transported by railways was 726 million, a 4.7% increase year-on-year, achieving a historical high for the same period [6] Forklifts - In February 2025, forklift sales totaled 101,451 units, representing a 49.1% year-on-year increase, with domestic sales up 59.4% [6] - Anhui Heli plans to establish a factory in Thailand with an annual production capacity of 10,000 forklifts and lithium battery packs [6] Industrial Gases - Prices for liquid gases have shown a week-on-week recovery, with liquid oxygen priced at 424 yuan/ton, up 5% from the previous week [6] Oilfield Equipment - Jerry Natural Gas has begun shipping gas turbine pressure station equipment to Saudi Arabia, supporting local clean energy initiatives [6] Shipbuilding - The global container ship capacity reached 31.88 million TEU, with the delivery of three bulk carriers by Sumida [6] Lithium Battery Equipment - The global shipment of lithium batteries for embodied intelligent robots is expected to reach 2.2 GWh in 2025, with a compound annual growth rate exceeding 100% from 2025 to 2030 [7] Robotics - The launch of the first general-purpose embodied base model, GO-1, by Zhiyuan, which integrates advanced AI capabilities [8] Engineering Machinery - In February 2025, sales of truck cranes increased by 11.9% year-on-year, with total sales of 1,656 units [8]