山东省政府网站今天（2025年12月31日）正式发布《2026年促进经济"稳中求进、提质增效"政策清单（第一 批）》。2026年的首批政策清单，共包括五个方面28项政策举措，其中20项政策为奖励补助类，资金全部用于支 持优质企业发展和项目建设，让企业更有获得感，进一步激发市场活力。 政策集成供给是近年来省委、省政府稳经济的创新举措、有力抓手。2025年山东省先后出台三批政策清单， 为经济发展注入持续动力。在此基础上出台的2026年第一批政策清单，加力扩需求、优供给，做足增量上，精准 发力增强服务业支撑作用、提速重点项目建设，培育新增长点；遏制减量上，突出支持稳住重点工业行业、建筑 业；应对变量上，重点帮扶企业开拓海外市场，为全省经济持续回升向好提供有力支撑。 巩固服务业向好态势被置于首要位置。根据《政策清单》，山东省将重点支持新纳统以及"准规上"企业，从 省服务业发展引导资金中安排5000万元，对符合条件的企业在建项目给予支持；安排1.5亿元，对现代服务业项目 给予补助，其中，安排9000万元围绕人工智能、工业互联网、科技研发、检验检测、质量认证等重点领域，支持 高端生产性服务业企业项目建设，安排6000万元 ...

Group 1: Company Overview - Rui Li Ke Mi is a national high-tech enterprise specializing in the research, production, and sales of core components related to active safety systems for motor vehicles [1][3] - The company has developed capabilities in various active safety systems including ABS, ESC, EBS, EPB, and ECAS, and its products are widely used in commercial vehicles, passenger cars, and motorcycles [1][3] Group 2: Financial Performance - For the years 2022 to 2024, Rui Li Ke Mi is projected to achieve operating revenues of 1.33 billion, 1.76 billion, and 1.98 billion CNY, respectively, with net profits of 97 million, 236 million, and 269 million CNY [4] - The company has experienced significant fluctuations in its financial performance, with a notable reliance on raw materials such as chips and aluminum ingots, which account for over 35% of its procurement [4] Group 3: Market Position - Rui Li Ke Mi has maintained a leading position in the commercial vehicle pneumatic electronic braking system sector, ranking first in production and sales of ABS products for ten consecutive years from 2014 to 2023 [3] - The company's brand "Kormee" has become a top-tier brand in the industry, and it has established partnerships with major domestic vehicle manufacturers and exports to Europe and the United States [3] Group 4: Investment and Future Plans - The company plans to invest 8.81 billion CNY in the development of an intelligent electronic control system headquarters in the Greater Bay Area and 3.08 billion CNY in a research and development center [2][3] Group 5: Company Overview (Yunhan Xincheng) - Yunhan Xincheng is an innovative high-tech enterprise that integrates electronic component distribution with industrial internet, focusing on the R&D, production, and procurement needs of small-batch electronic components [4][10] - The company is recognized as a leading B2B enterprise in the electronic components sector in China [4][10] Group 6: Financial Performance (Yunhan Xincheng) - Yunhan Xincheng's projected operating revenues for 2022 to 2024 are 4.33 billion, 2.64 billion, and 2.58 billion CNY, with net profits of 136 million, 79 million, and 88 million CNY, respectively [10][11] Group 7: Investment and Future Plans (Yunhan Xincheng) - The company intends to allocate funds towards upgrading its big data center and component trading platform, building an electronic industry collaborative manufacturing service platform, and establishing intelligent shared warehousing [7][10]

Group 1: 瑞立科密 (001285.SZ) - 瑞立科密 is a national high-tech enterprise specializing in the R&D, production, and sales of core components related to active safety systems for motor vehicles [1][3] - The company has developed capabilities in various active safety systems including ABS, ESC, EBS, EPB, and ECAS, and has established itself as a leader in the commercial vehicle pneumatic electronic braking system sector [3][4] - The company has maintained the top position in the production and sales of ABS products for ten consecutive years from 2014 to 2023, with a market share ranking first in the industry from 2021 to 2023 [3][4] - Financial projections indicate that the company expects revenues of 13.26 billion yuan, 17.6 billion yuan, and 19.77 billion yuan for the years 2022 to 2024, with net profits of 0.97 billion yuan, 2.36 billion yuan, and 2.69 billion yuan respectively [4] Group 2: 云汉芯城 (301563.SZ) - 云汉芯城 is an innovative high-tech enterprise that integrates electronic component distribution with industrial internet, focusing on the R&D, production, and procurement needs of small-batch electronic components [1][7] - The company operates a B2B online marketplace for the electronic manufacturing industry, providing a one-stop supply chain service and extending into product technical solution design and PCBA manufacturing services [9] - Financial performance shows that 云汉芯城 achieved revenues of 43.33 billion yuan, 26.37 billion yuan, and 25.77 billion yuan from 2022 to 2024, with net profits of 1.36 billion yuan, 0.79 billion yuan, and 0.88 billion yuan respectively [9][10] - The company plans to invest募集资金 in projects such as a big data center and component trading platform, electronic industry collaborative manufacturing service platform, and smart shared warehousing [7][9]

Core Viewpoint - Two new stocks were listed on September 30, namely Rui Li Ke Mi (001285.SZ) and Yun Han Xin Cheng (301563.SZ), with Rui Li Ke Mi focusing on active safety systems for vehicles and Yun Han Xin Cheng specializing in electronic component distribution and industrial internet integration. Group 1: Rui Li Ke Mi (001285.SZ) - Rui Li Ke Mi is a national high-tech enterprise engaged in the R&D, production, and sales of core components related to vehicle active safety systems, including ABS, ESC, EBS, EPB, and ECAS [1][4]. - The company has established itself as a leader in the commercial vehicle pneumatic electronic control braking system sector, with its brand "Kormee" recognized as a top brand in the industry [3][4]. - Financial data shows that Rui Li Ke Mi's projected revenues for 2022, 2023, and 2024 are 1.326 billion, 1.76 billion, and 1.977 billion yuan, respectively, with net profits of 97 million, 236 million, and 269 million yuan [4][5]. - The company plans to invest 8.81 billion yuan in the Greater Bay Area automotive intelligent electronic control system R&D headquarters and 3.08 billion yuan in the R&D center construction project [2][3]. Group 2: Yun Han Xin Cheng (301563.SZ) - Yun Han Xin Cheng is an innovative high-tech enterprise focusing on the distribution of electronic components and the integration of industrial internet, positioning itself as a leading B2B company in the electronic components sector [5][10]. - The company’s projected revenues for 2022, 2023, and 2024 are 4.333 billion, 2.637 billion, and 2.577 billion yuan, respectively, with net profits of 136 million, 79 million, and 88 million yuan [10][11]. - Yun Han Xin Cheng plans to allocate 2.91 billion yuan for upgrading its big data center and component trading platform, 1.34 billion yuan for building an electronic industry collaborative manufacturing service platform, and 0.96 billion yuan for intelligent shared warehousing [8][10].