【何亚东】: 各位记者朋友，大家下午好。欢迎参加商务部专题新闻发布会。 2025中国—北欧经贸合作论坛将于近期在湖北武汉举办。今天我们非常高兴地邀请到湖北省商务厅厅长 龙小红女士、商务部欧洲司副司长王宇鹏先生，请他们为大家介绍这次论坛的有关情况，并回答大家关 心的问题。 下面首先请王宇鹏副司长作介绍。 【王宇鹏】: 谢谢主持人，各位媒体朋友们，大家下午好！很高兴参加今天的专题新闻发布会，向大家介绍中国—北 欧经贸合作论坛以及中国与北欧经贸合作的有关情况。 中国与北欧国家经贸合作历史悠久、基础深厚、特色鲜明，无论是在质量还是在效益上，都走在中欧合 作的前列。瑞典、丹麦和芬兰是最早一批与新中国建交的西方国家，今年是中国与以上三国建交75周 年。改革开放以来，北欧国家也是对华合作的"先行者"。1982年，瑞典成为首个与中国签署双边投资保 护协定的国家；2013年，冰岛成为首个与中国签署自贸协定的欧洲国家。近年来，在中国与北欧国家领 导人的战略引领下，双方经贸合作稳定健康发展，在绿色转型、海事海运、电动汽车等领域取得丰硕成 果。 中国—北欧经贸合作论坛是全国首个也是目前唯一专门面向北欧国家的经贸合作长效机制，自201 ...

Group 1 - The core viewpoint of the news is that Guoxuan High-Tech's stock has seen a significant increase, with a rise of 5.21% to 49.45 CNY per share, and a trading volume of 4.438 billion CNY, indicating strong market interest [1] - Guoxuan High-Tech Co., Ltd. is based in Hefei, Anhui Province, and was established on January 23, 1995. It was listed on October 18, 2006. The company's main business involves power lithium batteries and power distribution equipment [1] - The revenue composition of Guoxuan High-Tech includes: power battery systems at 72.37%, energy storage battery systems at 23.52%, other (supplementary) at 2.84%, and power distribution products at 1.27% [1] Group 2 - From the perspective of major fund holdings, one fund under China Ocean Fund has heavily invested in Guoxuan High-Tech. The China Ocean Energy Strategy Mixed Fund (398021) held 649,300 shares in the second quarter, accounting for 2.73% of the fund's net value, ranking as the seventh largest holding [2] - The China Ocean Energy Strategy Mixed Fund (398021) was established on March 13, 2007, with a latest scale of 770 million CNY. Year-to-date returns are 33.71%, ranking 2159 out of 8174 in its category; the one-year return is 32.06%, ranking 4928 out of 7981; and the cumulative return since inception is 37.55% [2] - The fund manager of the China Ocean Energy Strategy Mixed Fund is Yao Chenxi, who has a cumulative tenure of 10 years and 152 days, with the total asset scale currently at 1.666 billion CNY. The best fund return during his tenure is 89.22%, while the worst is -35.91% [2]

Group 1 - The company Dongfang Electric Heating announced a provision for asset impairment that will reduce the net profit attributable to the parent company by approximately 64.4 million yuan, which accounts for 20.27% of the absolute value of the net profit for the year 2024 [1][1][1] - For the year 2024, the revenue composition of Dongfang Electric Heating is as follows: Industrial equipment manufacturing accounts for 39.69%, civil electric heaters account for 30.71%, industrial electric heaters account for 13.86%, optical communication industry accounts for 12.68%, and power lithium battery industry accounts for 2.04% [1][1][1]

Core Points - The National Standard for "Safety of Transporting Power Lithium Batteries and Multimodal Transport Technical Requirements" has been approved and will be implemented on February 1, 2026 [1] - Power lithium batteries are crucial for electric vehicles, and their safe and efficient transport is key to enhancing the resilience of the supply chain [1] Summary by Categories - **Standard Overview** - The new standard categorizes and classifies the transport of power lithium batteries, detailing requirements for packaging, shipping, loading and unloading, temporary storage, multimodal transport, and emergency handling [1] - It introduces a grading standard for the transport of power lithium batteries and improves packaging performance requirements for used and waste batteries [1] - **Multimodal Transport** - The standard specifies documentation and information sharing requirements for multimodal transport of power lithium batteries, addressing issues of inconsistent documentation and redundant information submission across different transport modes [1] - **Impact on Industry** - This standard is significant for improving the efficiency of power lithium battery transport and enhancing safety management capabilities, contributing to the better construction of the new energy industry chain [1]

(责编：刘橦洁、薄晨棣) 本报北京8月11日电（记者孔德晨）近日，国家市场监督管理总局（国家标准委）批准发布《动力锂电 池运输安全及多式联运技术要求》（GB/T 45915—2025）国家标准，将于2026年2月1日起实施。 动力锂电池作为新能源汽车的"心脏"，其安全高效运输是提高动力锂电池产业链供应链韧性、更好服务 外贸"新三样"产业高质量发展的关键，也是促进交通物流降本提质增效的重要抓手之一。该标准规定了 动力锂电池运输的分类与分级，以及运输包装、托运、装卸、临时存放、多式联运和应急处置等要求， 在联合国《关于危险货物运输的建议书 规章范本》基础上，创新建立了动力锂电池运输分级标准，完 善了在用电池、废旧电池包装性能要求，推进技术性降本提质增效。同时，明确了动力锂电池多式联运 的相关单证和信息共享要求，支撑解决各种运输方式之间单证不统一、信息重复填报问题，促进动力锂 电池便捷、高效运输。 ...

Core Insights - The rapid economic growth of small cities, referred to as "little dragons and tigers," has slowed down significantly in 2023 due to changes in commodity prices and intensified competition in emerging industries [1][2][4] Economic Performance of Yulin - Yulin's GDP growth for the first half of 2023 was reported at 5.4%, a noticeable decline from previous years [1] - Yulin's GDP figures for 2021 to 2024 were 5435.18 billion, 6543.65 billion, 7091.44 billion, and 7548.68 billion respectively, with actual growth rates of 7.9%, 5.6%, 4.4%, and 6% [2] - The coal industry, which previously drove Yulin's economic growth, is facing challenges due to high supply and weak demand, leading to a decline in coal prices [2][3] Challenges Faced by Other Small Cities - Other small cities like Yibin and Qujing are also experiencing economic slowdowns, with Yibin's GDP growth at 5.0% and Qujing's at 3.1% for the first half of 2023 [4][5] - Yibin and Qujing have been focusing on attracting new industries, but the lack of new large projects has led to market competition and economic pressure [5][6] Future Economic Goals - Yunnan aims for its deputy center cities to achieve a GDP of over 5000 billion by 2025, while Sichuan targets a GDP of around 1 trillion for Yibin and Luzhou by 2027 [5] - Despite past high growth rates, the sustainability of these cities' economies is in question due to their reliance on a few key industries and the absence of new projects [6]

Core Viewpoint - CATL has maintained its leading position in the global power battery industry since 2017, with a projected market share of 37.9% in 2024, significantly ahead of competitors [1] Group 1: Market Position - CATL's power battery installation volume is expected to reach 339.3 GWh in 2024, reinforcing its dominance in the industry [1] - The company has a strong market influence due to its extensive customer base and global market expansion efforts [1] Group 2: Supply Chain Integration - CATL has established a comprehensive lithium battery supply chain through self-built, equity participation, and joint ventures, securing significant control over raw material supply [1] - The company actively invests in key mineral resources like lithium and collaborates with various enterprises to develop essential battery materials [1] - CATL's integrated park model promotes a circular economy, enhancing its resource recovery capabilities and competitive edge in the supply chain [1] Group 3: Research and Development - The company places a high emphasis on R&D, with a consistent investment rate of around 5%, amounting to 4.814 billion yuan in Q1 2025 [1] - Continuous R&D efforts have led to the launch of competitive products such as the Kirin battery and Tianheng energy storage system, which excel in performance, safety, and cost control [1] Group 4: Financial Projections - Revenue forecasts for CATL are 460.9 billion yuan, 570.9 billion yuan, and 676.9 billion yuan for 2025-2027, with corresponding net profits of 55.8 billion yuan, 73.1 billion yuan, and 87.3 billion yuan [1] - A DCF valuation model suggests a target price of 382 HKD for CATL [1]

Group 1 - The article discusses the contrasting measurements of China's GDP using exchange rate and purchasing power parity (PPP), highlighting a significant discrepancy in the perceived economic size of China compared to the US [5][10][12] - According to exchange rate calculations, China's GDP is approximately $19 trillion, about 65% of the US GDP of $29 trillion, while PPP estimates China's GDP at around $38 trillion, suggesting it surpasses the US [5][10][12] - The article emphasizes the importance of understanding the underlying economic structures and the implications of these measurements on global perceptions of China's economic strength [12][26][38] Group 2 - China's agricultural output has consistently ranked first globally over the past decade, producing nearly 100 million tons more than the US, indicating a strong foundation for its economy [14][16] - In industrial production, China dominates global supply chains, contributing over 50% of the world's steel production, around 60% of electrolytic aluminum, and close to 45% of copper [18][20][24] - The manufacturing sector in China is robust, with the country leading in automobile production, home appliances, and electronics, holding significant global market shares [20][24] Group 3 - The article points out that the statistical methods used to measure GDP may overlook significant contributions from emerging service sectors and informal economies, leading to an underestimation of China's economic output [28][30][34] - The rise of gig economy workers and small businesses, which often operate outside traditional economic measurements, contributes to a substantial but unaccounted economic value [30][34] - The undervaluation of the Chinese yuan in international markets may also distort GDP figures when converted to foreign currencies, further complicating the assessment of China's economic size [36][38] Group 4 - The future of China's economic measurement may improve with more detailed service sector statistics and the ongoing internationalization of the yuan, which could provide a more accurate reflection of its economic standing [40]

（图片来源：摄图网） 4月21日，宁德时代举行了"边界觉醒"超级科技日活动。此次活动，宁德时代携多款创新产品惊艳亮相，包 括第二代神行超充电池、骁遥双核电池、钠新电池等。 在发布会的最后环节，宁德时代董事长兼CEO曾毓群进行了总结发言。他透露，宁德时代近十年累计研发投 入超过700亿元，仅在2024年，全年研发投入就高达186亿元，创历史新高。曾毓群还强调，"据不完全统 计，我们连续五年的研发费用比所有其他友商加起来还要多。" 同时，他也指出，宁德时代作为电池领域的开拓者，用持续创新的理念不断推动着行业，这次钠电体系的突 破意义重大。钠电的成熟，加速了"多核时代"的到来。 对于宁德时代的定位，曾毓群有着清晰的认知。他表示，"宁德时代从来没有把自己定义为电池制造者，我 们更愿意把自己称作是新能源行业的开拓者。" 企查猫资料显示，宁德时代新能源科技股份有限公司(简称"宁德时代") 由曾毓群创立，成立于2011年，注册 资金为439,880.72(万人民币)，是全球领先的新能源创新科技公司，总部位于福建省宁德市，也是全球500强 企业，公司专注于新能源汽车动力电池系统、储能系统的研发、生产和销售，致力于为全球新能源 ...

Core Viewpoint - The article provides a comprehensive overview of the financing events in the primary market, highlighting a significant decrease in both the number of financing events and the total financing amount compared to the previous week [2][3]. Financing Overview - A total of 63 financing events occurred this week, a decrease of 26 events from last week, with a total financing amount of approximately 4.003 billion RMB, down by 6.919 billion RMB [2]. - There were 14 financing events with amounts of 100 million RMB or more, which is a decrease of 9 events from the previous week [2]. - The number of participating institutions in the primary market investment dropped to 71, a decrease of 36 from last week [2]. Financing Amount Distribution - Among the disclosed financing events, 44 occurred this week, with a notable shift in the financing amount distribution compared to the previous week [3]. - The distribution of financing events by amount is as follows: - 4 events under 5 million RMB (up by 2) - 16 events between 5 million and 10 million RMB (down by 7) - 7 events between 10 million and 50 million RMB (down by 6) - 11 events between 50 million and 100 million RMB (down by 3) - 4 events between 100 million and 500 million RMB (down by 4) - 2 events between 500 million and 1 billion RMB (previously none) - No events above 1 billion RMB, compared to 2 last week [3]. Notable Investment Events - Zhejiang Guanyu completed a 900 million RMB Series B financing round, with participation from multiple institutions, aimed at strengthening its core competitiveness in the new energy sector [4]. - Guangdong Dongqin announced a strategic financing of 720 million RMB, which will enhance its technology development and market expansion capabilities [5]. - A strategic investment of 300 million RMB was made in Zhiyu to develop a foundational AI model in Sichuan, aiming to support over 1,000 enterprises in AI transformation within five years [5]. - Angkun Vision completed a multi-billion RMB Series E financing round, with participation from the National Integrated Circuit Industry Investment Fund, to bolster its position in optical detection services for the semiconductor industry [6]. Industry Distribution - The financing events this week spanned 11 industries, with the top five being: - Information Technology: 15 events - Electronics: 10 events - Equipment Manufacturing: 9 events - Social Services: 7 events - Healthcare: 6 events - These five industries accounted for 77.78% of all financing events, indicating a slight increase in industry concentration compared to last week [9]. Regional Distribution - The top five regions for financing events were: - Zhejiang Province: 13 events - Beijing: 13 events - Shanghai: 8 events - Guangdong Province: 7 events - Jiangsu Province: 5 events - These regions collectively accounted for 73.02% of all financing events, with a slight decrease in regional concentration compared to last week [13]. Financing Round Distribution - The A round was the most active this week with 19 events, followed closely by the angel round with 17 events [17]. - Strategic financing accounted for the highest proportion of financing amounts at 37.53%, followed by B rounds at 25.48% [17]. Investment Institutions - A total of 71 investment institutions participated this week, with notable activity from Sequoia China, Lihe Science and Technology, and Baidu Ventures, each participating in 2 events [19]. Exit Situation - There were 40 public exit cases this week, an increase of 13 from last week, including 12 equity transfers and 14 mergers and acquisitions [22][23].