Group 1 - The company aims to expand its market presence in over 100 countries and regions, including Russia and Ukraine [2] - The company plans to adjust its marketing strategies in response to market changes to accelerate market promotion [2]

发布会现场 每经记者 周逸斐 摄 建设全国农机作业指挥调度平台 11月25日，国家数据局举办"数据价值化 我们在行动"系列新闻发布会。 国家数据局新闻发言人、综合司副司长高波表示，去年12月，国家数据局会同有关部门，印发《关于促进企业数据资源开发利 用的意见》，提出实施"国有企业数据效能提升行动"。近期，国家数据局会同国务院国资委对此进行了系统部署，并启动了首 批试点工作。 我国是农业大国，农机行业数智化转型是农业现代化的重要一环。中国机械工业集团（以下简称国机集团）在数据赋能农业机 械化、智能化发展方面，做了哪些工作？ 国机集团党委常委、副总经理范志超回答《每日经济新闻》记者现场提问时表示，国机集团依托工业互联网技术打造农机云， 打通了农机装备从研发设计、生产销售、作业应用，到报废回收的全生命周期数据链条，推动农机从设备互联迈向数据互通。 范志超对《每日经济新闻》记者表示，为提升地方农业机械化水平，保障政府补贴资金高效发放，国机集团服务海南省农业农 村厅，建设了智慧农机综合服务管理平台，利用"北斗+农机"一体化应用，构建了集农户信息实名验证、农机作业数据采集、 运行轨迹监管、财政补贴发放于一体的全流程闭环系 ...

核心观点 智通财经APP获悉，国金证券发布研报称，西门子能源上调燃机扩产目标，持续看好燃机涡轮叶片龙头 应流股份。拖拉机10月数据平稳，玉米价格同比重回正增长，看好农机内需修复。海外机器人龙头公司 量产及产业链定点临近，关注国产供应商突破潜力。 随着宇树科技IPO辅导完成以及特斯拉明年量产，机器人产业将迎来奇点时刻，建议重点配置。向前 看，在机器人供应链公司不断冒出、长期或有通缩趋势的大背景下，国金证券看好卡位核心零部件赛道 并具备较强技术优势的公司。随着量产的临近，这类公司隐含机器人估值有继续向上拔高的空间，建议 关注预期差较大的恒立液压(601100.SH)、双环传动(002472.SZ)等。 国金证券主要观点如下： 行情回顾 本周板块表现：上周（2025/11/17-2025/11/21）5个交易日，SW机械设备指数下跌4.78%，在申万31个一 级行业分类中排名第13；同期沪深300指数下跌3.77%。2025年至今表现：SW机械设备指数上涨 25.58%，在申万31个一级行业分类中排名第6；同期沪深300指数上涨13.18%。 西门子能源上调燃机扩产目标，持续看好燃机涡轮叶片龙头应流股份。11月20 ...

行情回顾 本周板块表现：上周（2025/11/17-2025/11/21）5 个交易日，SW 机械设备指数下跌 4.78%，在申万 31 个一级行 业分类中排名第 13；同期沪深 300 指数下跌 3.77%。2025 年至今表现：SW 机械设备指数上涨 25.58%，在申万 3 1 个一级行业分类中排名第 6；同期沪深 300 指数上涨 13.18%。 核心观点 投资建议 见"股票组合"。 风险提示 宏观经济变化风险；原材料价格波动风险；政策变化的风险。 敬请参阅最后一页特别声明 1 西门子能源上调燃机扩产目标，持续看好燃机涡轮叶片龙头应流股份。11 月 20 日，西门子能源在 Capital Mar ket Day 表示，24 财年燃机产能 17GW，预计 25-27 年提升至 22GW，28-30 年超过 30GW。西门子能源本次给出 28 年之后的扩产目标，我们认为此举一方面反映了燃机需求端超预期，另一方面，主机厂的扩产目标的完成需要 依靠涡轮叶片等上游核心零部件环节的扩产。应流股份是国内涡轮叶片龙头，2025 年 7 月，西门子能源高层访 问应流集团并表示：未来希望应流在西门子主力机型上承担更多责任 ...

春秋时期的中国就已有了县制，秦代推行郡县制后，县作为一个稳定的基本行政单位，从未被历史潮流淹没，一直沿用至今。历史沉淀形 成的县域治理传统，为现代县域经济发展提供了基本经验与文化密码。 郡县治，天下安。 县一级处在承上启下的关键环节，是发展经济、保障民生、维护稳定、促进国家长治久安的重要基础。县一级的工作做好了，党和国家全 局工作就有了坚实基础。 21日，在江苏南京举行的2025年"一带一路"国际智库合作论坛上，新华社国家高端智库以中英文面向全球发布智库报告《新时代县域经济 学》。报告指出，在以习近平同志为核心的党中央坚强领导下，在习近平新时代中国特色社会主义思想特别是习近平经济思想的科学指引下， 中国各地积极推动县域经济发展创新，在实践中建构了相对系统的新时代县域经济学理论。 0:00 发展县域经济是推动城乡融合发展、乡村全面振兴，实现共同富裕的关键。进入新时代以来，我国县域经济高质量发展取得显著成效，在 中国式现代化进程中的作用更加突出。正如报告所总结的，县域兴，则市域活、省域富、国家强。读懂中国发展奇迹，就要读懂中国的县域经 济学。 承上启下，关乎长治久安的重要基础 "在我们党的组织结构和国家政权结构中 ...

Group 1 - The Ministry of Industry and Information Technology announced the list of characteristic industrial clusters for small and medium-sized enterprises (SMEs) for 2025, with Nanning's Liangqing District intelligent terminal chip industry cluster successfully included [1] - Currently, Guangxi has a total of 12 characteristic industrial clusters for SMEs that have entered the national tier [1] - The national characteristic industrial clusters for SMEs are guided by new development concepts, focusing on main industries, highlighting advantages, gathering resources, and establishing efficient collaboration networks [1] Group 2 - Guangxi has been enhancing its industrial cluster cultivation, having nurtured 12 advanced manufacturing clusters at the autonomous region level and 12 national characteristic industrial clusters for SMEs [2] - The Hechi Yizhou silk industry cluster and the Yulin Fumian denim clothing industry cluster have been included in the Ministry of Industry and Information Technology's key cultivation list for textile and clothing characteristic industrial clusters [2] - Liuzhou's snail powder and Wuzhou's Liubao tea have been successfully selected as national traditional advantageous food production areas and local characteristic food industries [2]

□ 在企业布局建设更多国家级创新平台 □ 探索建设专精特新赋能中心 □ 推动创新链和产业链无缝对接 □ 提升优质企业产业链支撑作用 李乐成表示，党的二十届四中全会明确提出"促进中小企业专精特新发展"，为做好中小企业工作进一步 指明了方向。工业和信息化部将深入贯彻落实党中央、国务院决策部署，与各方一道，把优质企业梯度 培育作为发展新质生产力、推进新型工业化、构建现代化产业体系的重要抓手和关键支撑，进一步抓实 抓好。 具体来说，工业和信息化部将强化企业创新主体地位。在企业布局建设更多国家级创新平台，探索建设 专精特新赋能中心，推动创新链和产业链无缝对接。同时，要提升优质企业产业链支撑作用。加大产业 链薄弱环节优质企业培育力度，夯实科技型和创新型中小企业构成的基础力量，壮大专精特新中小企业 和高新技术企业构成的骨干力量，锻强专精特新"小巨人"企业和制造业单项冠军企业构成的中坚力量。 工业和信息化部还将优化企业发展生态环境。建好用好全国中小企业服务"一张网"，建设中小企业海外 服务体系，强化金融精准支持，引导更多社会资本支持初创期中小企业成长。 大会发布了中小企业人工智能典型应用场景、中小企业数字化转型试点城市细分行 ...

Core Viewpoint - Weima Agricultural Machinery experienced a 2.13% increase in stock price with a turnover rate of 35.31% and a trading volume of 442 million yuan, indicating significant market activity and interest in the stock [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to its turnover rate reaching 35.31%, with institutional investors net buying 1.5208 million yuan [2] - The top five trading departments accounted for a total transaction volume of 102 million yuan, with a buying amount of 43.4937 million yuan and a selling amount of 58.2428 million yuan, resulting in a net selling of 14.7490 million yuan [2] - Among the trading departments, three institutional special seats were involved, with a total buying amount of 23.9434 million yuan and a selling amount of 22.4226 million yuan, leading to a net buying of 1.5208 million yuan [2] Fund Flow - The stock saw a net inflow of 10.8458 million yuan from main funds, with a significant inflow of 11.7305 million yuan from large orders, while large orders experienced a net outflow of 0.8847 million yuan [2] - Over the past five days, the net inflow of main funds amounted to 25.0452 million yuan [2]

Core Insights - Weima Agricultural Machinery's stock rose by 4.71% with a turnover rate of 39.14% and a trading volume of 478 million yuan, indicating significant market activity [2] - Institutional investors net sold 20.39 million yuan while brokerage seats collectively net bought 35.17 million yuan, reflecting mixed investor sentiment [2] - The stock was listed on the Shenzhen Stock Exchange due to its high turnover rate, with institutional specialized seats being the main sellers [2] Trading Activity - The top five brokerage seats accounted for a total trading volume of 131 million yuan, with a net buying amount of 14.78 million yuan [2] - Specific trading details show that three institutional specialized seats were involved, with total buying amounting to 20.43 million yuan and selling amounting to 40.82 million yuan, resulting in a net sell of 20.39 million yuan [2] Fund Flow - The stock experienced a net inflow of 35.73 million yuan from major funds, with large orders contributing 32.78 million yuan and smaller orders adding 2.95 million yuan [2] - Over the past five days, the net inflow of major funds reached 23.20 million yuan, indicating a positive trend in fund sentiment towards the stock [2]

Core Insights - Weima Agricultural Machinery's stock increased by 5.80% with a turnover rate of 41.96% and a trading volume of 514 million yuan, indicating significant market activity [2] - Institutional investors net bought 27.42 million yuan while brokerage seats collectively net sold 33.09 million yuan, reflecting mixed investor sentiment [2] Trading Activity - The stock was listed on the Shenzhen Stock Exchange due to its high turnover rate of 41.96%, with institutional specialized seats net buying 27.42 million yuan [2] - The top five trading brokerage seats had a total transaction volume of 154 million yuan, with buying transactions amounting to 74.27 million yuan and selling transactions totaling 79.93 million yuan, resulting in a net sell of 5.66 million yuan [2] Institutional Participation - Among the brokerage seats, five institutional specialized seats were active, with total buying amounting to 53.31 million yuan and selling amounting to 25.88 million yuan, leading to a net buy of 27.42 million yuan [2] - The specific buying and selling amounts for the top brokerage seats were detailed, showing significant participation from institutional investors [2] Fund Flow - The stock experienced a net outflow of 3.57 million yuan in main funds, with large orders seeing a net outflow of 1.62 million yuan and big orders a net outflow of 1.95 million yuan [2] - Over the past five days, the main funds have seen a cumulative net outflow of 16.10 million yuan, indicating a trend of capital withdrawal [2]