先看一顶帽，来自浙江义乌的太阳能风扇帽在美国走红，成为户外人员的降温"神器"。 再看一把伞，国内商家设计了一款兼具防晒和喷水雾功能的伞，赢得中东消费者喜爱。 打磨发掘真需求、新需求的市场眼光，练就快速匹配供需的产业能力，砥砺积极应变的进取精神， 更多企业将穿越风雨、茁壮成长。 中国纺织品，常常有惊喜。 帽子、雨伞、服装，这些看似普通的产品被中国厂家"玩出了花"，也打开了市场增量。前三季度， 我国限额以上单位服装、鞋帽、针纺织品类商品零售额已超万亿元，同比增长3.1%，其中9月份零售额 增速加快，同比增长4.7%。纺织品出口超千亿美元，同比增长2.1%，内外贸均平稳增长。凭借"七十二 变"的功夫，纺织企业始终能找到新增长点。 当前，一些产业面临需求不足等压力，思考纺织业能够"七十二变"的原因，为其他产业求变应变、 破"卷"突围提供了新视角。 见招拆招，披荆斩棘。超大规模市场从不缺乏需求，打磨发掘真需求、新需求的市场眼光，练就快 速匹配供需的产业能力，砥砺积极应变的进取精神，更多企业将穿越风雨、茁壮成长。 还有一件衣，用于装扮潮流玩偶的"娃衣"掀起"中国风"，出口东南亚、南美、日韩等地的订单成倍 增长。 "七十二 ...

接线用上机器人，百年纺织企业无锡一棉焕发新活力；3D打印火箭"心脏"，新兴产业深蓝航天掌握"独 门绝技"。坚持把发展经济的着力点放在实体经济上，坚持智能化、绿色化、融合化方向，才能抢抓新 一轮科技革命和产业变革历史机遇，构建以先进制造业为骨干的现代化产业体系。 展望"十五五"，继续推动传统产业优化提升与新兴产业培育壮大双轮驱动，要充分发挥新型举国体制优 势，奋力实现关键核心技术突破；要强化"四链"深度融合，培育更多创新型和专精特新中小企业；要统 筹发展和安全，以高水平对外开放提升产业链供应链韧性与安全水平。 （作者为南京大学经济学院产业经济学系教授吴福象，本报记者姚雪青采访整理） [ 责编：袁晴 ] 借智焕新，筑牢传统产业根基。传统产业是我国制造业发展的"基本盘"，其破局之道在于智改数转：积 极推动设备换芯、机器换人、生产换线，实现产业提质升级。破局之要在于绿色发展：通过推广节能技 术、开发绿色产品、打造绿色供应链，实现可持续发展。破局之策在于融合创新：促进先进制造业与现 代服务业、科技创新与产业创新的深度融合，鼓励企业向"产品+服务+解决方案"综合服务商转型，培 育竞争新优势。 完善生态，打造新兴产业高地。 ...

期货研究报告|农产品组专题报告 2025-11-18 11 月 USDA 棉花供需报告解读 研究院 农产品组 研究员 邓绍瑞 010-64405663 dengshaorui@htfc.com 从业资格号：F3047125 投资咨询号：Z0015474 李馨 lixin@htfc.com 从业资格号：F03120775 投资咨询号：Z0019724 白旭宇 010-64405663 baixuyu@htfc.com 从业资格号：F03114139 投资咨询号：Z0023055 薛钧元 国内方面，国庆后随着采收进度加快，由于南疆部分区域受脱叶剂效果不佳以及天气 变化影响，出现亩产同比减少和衣分偏低的情况，使得市场对于新棉产量预期下滑， 籽棉收购价也震荡走强，推动郑棉期价一度反弹至 13600 元/吨上方。不过盘面上涨后 面临较强的套保压力，且近期新疆产量预期又再度上升，而国内下游旺季特征并不明 显，中美关税利好影响下订单也仅有零星好转。当前进入纺织行业淡季，内地下游需 求开始呈现偏弱态势，纺企对棉花原料随用随采，需求面支撑不足。不过纺纱利润整 体有所改善，且当前成品库存压力尚可，盘面下行空间预计受限。 ◼ 策略 ...

Group 1 - The core viewpoint emphasizes the necessity of technological transformation and digitalization in traditional industries to enhance competitiveness and efficiency [2][3] - The company Wuxi Cotton Textile Group has implemented intelligent inspection and connection robots to address production challenges, improving efficiency and product quality [2][3] - The digital transformation has led to a reduction in labor intensity by 30%, a decrease in production costs by 11%, and an increase in production efficiency by 15% [3] Group 2 - The high-end textile industry cluster in Wuxi has surpassed a scale of 200 billion yuan, driven by intelligent, green, and integrated development [3] - The aerospace sector, represented by Deep Blue Aerospace, is utilizing 3D printing technology for manufacturing rocket engines, significantly reducing costs and delivery times [3] - The upcoming attempt for in-orbit recovery of rockets could lower launch costs by over 70%, with the potential for the Wuxi base to produce 10 liquid launch vehicles and 100 rocket engines annually, generating over 3 billion yuan in revenue [4]

Group 1 - The core viewpoint emphasizes the importance of transforming traditional industries through intelligent upgrades, green development, and integrated innovation to seize opportunities in the new technological revolution and industrial transformation [1][2]. - Traditional industries are considered the foundation of China's manufacturing sector, and their revitalization relies on smart upgrades, including equipment replacement, automation, and production line changes [1]. - Green development is highlighted as a crucial strategy, focusing on energy-saving technologies, green products, and sustainable supply chains [1]. - Integrated innovation is essential for fostering deep connections between advanced manufacturing and modern services, encouraging companies to transition into comprehensive service providers [1]. Group 2 - Emerging industries are identified as the growth engine of China's manufacturing sector, with a focus on strengthening innovation in fields such as new energy, new materials, aerospace, and low-altitude economy [2]. - The development of emerging industries is driven by application scenarios, which provide testing grounds for new technologies and products, exploring viable business models [2]. - The establishment of an innovative ecosystem is crucial for the large-scale development of emerging industries, involving the construction of innovation facilities, R&D, and product upgrades [2]. - The outlook for the 14th Five-Year Plan includes a dual drive for optimizing traditional industries and nurturing emerging industries, leveraging the advantages of a new national system [2].

登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码：002083 股票简称：孚日股份 公告编号：临2025-066 孚日集团股份有限公司 关于公司股价严重异常波动的公告 本公司及董事、高管全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性陈述或者重大 遗漏。 重要内容提示： 1、孚日集团股份有限公司（以下简称"公司"）股票交易价格10个交易日收盘价格涨跌幅偏离值累计异 常，连续8个交易日累计偏离113.94%，根据《深圳证券交易所交易规则》等有关规定，属于股票交易 严重异常波动情形。 2、2025年前三季度，公司营业收入384,099.59万元，同比下降4.45%，公司子公司山东孚日新能源材料 有限公司（以下简称"孚日新能源"）于2021年投资建设了锂电池电解液添加剂项目，2025年前三季度孚 日新能源营业收入16,839.81万元，占公司前三季度营业收入的4.38%，收入占公司主营业务收入比例较 小，对公司业绩影响有限。 3、2025年前三季度，公司净利润29,596.87万元，同比下降12.05%，其中，孚日新能源前三季度净利润 亏损约3032万元，由于下游锂电行业的恢复仍面临着不确定性 ...

华升股份(600156)今日涨停，全天换手率4.00%，成交额1.58亿元，振幅8.96%。龙虎榜数据显示，机构 净卖出256.63万元，营业部席位合计净买入3907.04万元。 上交所公开信息显示，当日该股因日涨幅偏离值达10.49%上榜，机构专用席位净卖出256.63万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交8131.25万元，其中，买入成交额为 5890.83万元，卖出成交额为2240.42万元，合计净买入3650.41万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖五，合计净卖出256.63万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均涨2.58%，上榜后5日平均涨0.96%。 资金流向方面，今日该股主力资金净流入4918.93万元，其中，特大单净流入5264.43万元，大单资金净 流出345.50万元。近5日主力资金净流入4254.17万元。 10月28日公司发布的三季报数据显示，前三季度公司共实现营业收入6.57亿元，同比增长32.62%，实现 净利润-1544.48万元。（数据宝） 华升股份11月17日交易公开信息 | 买/ | 会员营业部名称 ...

Core Viewpoint - The stock of Guqi Rongcai experienced a significant decline of 9.62% today, with a turnover rate of 42.58% and a trading volume of 584 million yuan, indicating high volatility and selling pressure [2]. Trading Activity - The stock was listed on the Dragon and Tiger list due to a turnover rate of 42.58% and a price drop deviation of -9.63% [2]. - Institutional investors net sold 11.56 million yuan, while total net selling from brokerage seats reached 73.95 million yuan [2]. - The top five brokerage seats accounted for a total trading volume of 154 million yuan, with buying amounting to 34.37 million yuan and selling at 120 million yuan, resulting in a net selling of 85.52 million yuan [2]. Institutional Participation - Among the brokerage seats, one institutional seat was noted, with a buying amount of 4.16 million yuan and a selling amount of 15.73 million yuan, leading to a net selling of 11.56 million yuan [2][3]. - Over the past six months, the stock has appeared on the Dragon and Tiger list six times, with an average price drop of 5.44% the day after being listed and an average decline of 8.51% in the following five days [2]. Capital Flow - The stock saw a net outflow of 76.77 million yuan in main funds today, with a significant outflow of 59.57 million yuan from large orders and 17.20 million yuan from major funds [2]. - In the last five days, the stock experienced a net inflow of 43.07 million yuan in main funds [2].

Group 1 - The core point of the news is that Vanguard New Materials Co., Ltd. experienced a stock price increase of 5.85%, reaching 5.25 CNY per share, with a trading volume of 324 million CNY and a turnover rate of 13.88%, resulting in a total market capitalization of 2.489 billion CNY [1] - Vanguard New Materials, established on March 7, 2003, and listed on January 13, 2011, is primarily engaged in the production and sales of sunshade fabric products, with revenue composition being 49.39% from window decorations and shading products, 44.61% from sunshade fabrics, and 6.00% from other supplementary products [1] Group 2 - From the perspective of fund holdings, one fund under Bohai Huijin Asset Management has Vanguard New Materials as a top ten holding, with Bohai Huijin New Momentum Theme Mixed A (010584) holding 244,000 shares, accounting for 1.82% of the fund's net value, ranking as the tenth largest holding [2] - The fund has achieved a year-to-date return of 61.48%, ranking 412 out of 8,213 in its category, and a one-year return of 50.69%, ranking 619 out of 8,130 [2] Group 3 - The fund manager of Bohai Huijin New Momentum Theme Mixed A is He Xiang, who has been in the position for 8 years and 118 days, with the fund's total asset size at 47.6137 million CNY [3] - During his tenure, the best fund return was 51.68%, while the worst was -17.42% [3]

11月17日，孚日股份涨10.03%，截至发稿，报12.72元/股，成交2465.77万元，换手率0.20%，总市值 120.41亿元。孚日股份股价已经连续9天上涨，区间累计涨幅98.28%。 新华行业龙头主题股票（011457）成立日期2021年3月24日，最新规模5469.41万。今年以来收益 15.27%，同类排名3211/4216；近一年收益2.5%，同类排名3659/3956；成立以来亏损31.52%。 新华行业龙头主题股票（011457）基金经理为林翟、张大江。 从基金十大重仓股角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，新华基金旗下1只基金重仓孚日股份。新华行业龙头主题股票（011457）三季度持有股数 21.15万股，占基金净值比例为1.88%，位居第二大重仓股。根据测算，今日浮盈赚取约24.53万元。连 续9天上涨期间浮盈赚取121.19万元。 责任编辑：小浪快报 截至发稿，林翟累计任职时间5年314天，现任基金资产总规模7.15亿元 ...