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解密“新质”潍柴
Jing Ji Ri Bao· 2025-07-10 22:18
潍柴首台甲醇矿用挖掘机动力交付新疆当地大客户 2025年3月,潍柴烟台产业园首台电池产品下线 潍柴智能生产线 日前,国家有关部门公布了第二批76个智能制造标准应用试点项目名单。山东重工潍柴集团旗下潍柴动力股 份有限公司高端发动机智能工厂建设标准应用试点项目成功入选。 2025年年初,潍柴动力高端发动机智能工厂入选全国首批"卓越级智能工厂"项目名单。 潍柴集团创建于1946年,旗下拥有潍柴动力、陕汽重卡、潍柴雷沃智慧农业、德国凯傲、意大利法拉帝、美 国德马泰克等国内外知名品牌,年营业总收入超3000亿元。 当下,有着近80年历史的潍柴集团正身处两场产业巨变之中。 一方面,在新旧动能转换的变革期,传统汽车制造业正面临着数智化、向AI演进的转型;另一方面,在新旧 能源交替的过渡期,新能源车市场规模正迅速增长。在两场变革相互交织、相互叠加作用下,汽车以及零部 件产业面临的将是一场彻底的颠覆。 时代更迭、产业巨变倒逼着潍柴集团率先实施了数智化、新能源的两场改革。经过多年探索,如今,潍柴集 团开始进入改革收获期——近年来,数智化转型成果显著,新能源产品层出不穷。 2025年,潍柴集团乃至母公司山东重工集团做出重大战略决策 ...
2025年陕西省宝鸡市新质生产力发展研判:强链壮群加速推进,宝鸡市新质生产力规模持续拓展[图]
Chan Ye Xin Xi Wang· 2025-07-10 01:25
Core Viewpoint - Baoji City, as the second largest city in Shaanxi Province and a significant industrial base in the western region, has achieved remarkable progress in economic development and industrial transformation through innovation-driven strategies, particularly in the titanium industry, which is globally leading in scale [1][16]. Group 1: Economic Performance - In 2024, Baoji's GDP grew by 5.6% year-on-year, with the primary industry increasing by 2.7%, the secondary industry by 5.4%, and the tertiary industry by 5.8%, indicating a stable and positive economic trend [4][5]. - The industrial economy maintained strong growth in early 2025, with a 9.4% year-on-year increase in industrial added value, driven significantly by mining (+13.7%) and manufacturing (+10.7%) [8][10]. Group 2: Industrial Development - Baoji has established a modern industrial system characterized by the "45511" framework, focusing on four trillion-level advantageous industries and five hundred billion-level emerging industries [1][16]. - The "Baohan Tian Industrial Mother Machine Cluster" was recognized as a national advanced manufacturing cluster, contributing to Baoji's entry into the "Top 100 Advanced Manufacturing Cities" in China, ranking 84th [1][16]. Group 3: New Quality Productive Forces - The concept of New Quality Productive Forces emphasizes innovation as the main driving force, aiming to break away from traditional economic growth models and enhance productivity with high-tech, high-efficiency, and high-quality characteristics [3][12]. - Baoji's policies have been aligned with the New Quality Productive Forces framework, promoting high-quality development through various measures and initiatives [12][14]. Group 4: Industry Space Layout - Baoji's industrial spatial layout is designed around a "core leading, three belts coordinating, and multi-point supporting" model, integrating urban development with ecological protection and industrial cluster development [18][20]. - The city is focusing on strategic emerging industries such as high-end equipment manufacturing, automotive parts, and new materials, while also enhancing its agricultural and ecological sectors [22][20]. Group 5: Future Development Trends - The future development of Baoji's new quality productive forces will focus on the deep integration of high-end and intelligent manufacturing, enhancing the value chain and core competitiveness [25]. - There is an emphasis on cultivating strategic emerging industries and future industries, such as artificial intelligence and hydrogen energy equipment, to create new economic growth points [26]. - Baoji aims to promote green low-carbon development and strengthen regional cooperation to achieve sustainable economic, social, and environmental development [27].
美国宣布施压日韩加征25%关税,日韩经济或雪上加霜
可以预见,新出台的美关税政策,将给原本就脆弱的日韩经济带来更大压力。 美国为何对盟友"出手"? 就在美贸易谈判期限来临之际,美国一边延长所谓"对等关税"暂缓期至8月1日,一边宣布向日韩等14个 国家征收关税。 具体来看,美国对韩国关税税率与4月初宣布的一致,日本的税率则提高了1个百分点。美国政府率先对 日韩征税,也被外界视为向日韩施压。 上海社会科学院经济研究所助理研究员王佳向21世纪经济报道记者表示,美国长期以来对日韩存在巨大 的贸易逆差,而且,日韩在某些领域存在贸易壁垒,导致美国产品难以进入其市场,如日本的大米市 场,此外,汽车及零部件产业是美国对日韩贸易逆差的重要板块。美国是想通过高压手段,迫使日韩在 未来的谈判中做出更多让步。 日韩之外,当前欧盟也在与美国就贸易协议谈判接触。法国里昂商学院管理实践教授李徽徽向21世纪经 济报道记者表示,美国对日韩施压,是向欧盟等伙伴展示强硬基调,同时也希望借此测试盟友的承压底 线,逼其出让市场准入与技术管制筹码。 21世纪经济报道记者胡慧茵广州报道在宣布暂缓征收所谓"对等关税"的同时,美国陆续公布对多国设定 的新税率,其中包括其"亲密盟友"日本和韩国。 据新华社报道, ...
长沙经开区:以营商环境之“优” 促经济发展之“进”
Core Viewpoint - The article highlights the robust development of the Changsha Economic Development Zone, emphasizing its focus on project construction and investment acceleration to drive high-quality economic growth. Group 1: Project Development - Changsha Economic Development Zone has adopted the philosophy of "projects first" and has initiated a "project construction acceleration year" campaign, holding nearly 30 specialized meetings to address challenges and enhance resource support [1] - The opening rate of key provincial and municipal projects for 2025 has exceeded 76%, with a total investment of 636.9 billion yuan across 39 projects, of which 70.35 billion yuan has been invested in the first half of the year, accounting for 60.6% of the annual plan [1] - Significant projects include the high-efficiency energy-saving intelligent motor project, which will feature a digital smart workshop and 20 intelligent production lines, expected to be operational by March next year [2] Group 2: Investment and Economic Growth - The Changsha Economic Development Zone has introduced 62 new projects with a total investment of 329.6 billion yuan this year, including major projects from companies like Zhongke Shuguang and Zhihui Future [6] - The zone is focusing on both traditional and emerging industries, enhancing existing industrial chains while also developing new ones, with projects like sodium energy and advanced manufacturing being prioritized [8][9] - The zone's efforts in optimizing the business environment have led to it ranking sixth among national economic development zones for convenience in 2024, reflecting its commitment to improving service efficiency for enterprises [10] Group 3: Policy and Support Mechanisms - The Changsha Economic Development Zone has implemented a comprehensive project lifecycle management mechanism to streamline processes from negotiation to project completion, reducing approval times by nearly 40% [11] - The zone has introduced flexible land supply management methods to alleviate financial pressures on enterprises while meeting land needs [12] - Various support measures have been enacted, including simplified approval processes and targeted assistance for enterprises, resulting in the resolution of 200 enterprise requests and the organization of numerous recruitment and financing events [12]
2025半年报来袭:汽车及零部件行业披露日历【民生汽车 崔琰团队】
汽车琰究· 2025-07-08 08:53
本报告仅供本公司境内客户使用。本公司不会因接收人收到本报告而视其为客户。本报告仅 为参考之用,并不构成对客户的投资建议,不应被视为买卖任何证券、金融工具的要约或要 约邀请。本报告所包含的观点及建议并未考虑个别客户的特殊状况、目标或需要,客户应当 充分考虑自身特定状况,不应单纯依靠本报告所载的内容而取代个人的独立判断。在任何情 民生证券股份有限公司(以下简称"本公司")具有中国证监会许可的证券投资咨询业务资 格。 免责声明: ...
解码长沙产业发展从单点支撑到生态共生的链群崛起之路
Chang Sha Wan Bao· 2025-07-07 01:58
产业兴则长沙兴。近年来,长沙锚定"三高四新"美好蓝图,深化产业链群耦合,加快传统产业转型 升级、培育壮大新兴产业、前瞻布局未来产业,汇聚起建设现代化产业体系的澎湃动能。经济大市挑大 梁,长沙工业怎么做?即日起,长沙晚报携手长沙市工业和信息化局、长沙市制造业发展促进中心推 出"打造新高地 链群攀高峰"系列报道,深度剖析长沙先进制造业发展历程,梳理其发展思路。 单株树木再高大,也难以抵御风雨。唯有连片成林,方能涵养水土、调节气候,形成生生不息的生态循 环。产业发展亦是如此。单个企业如同孤木,虽能独撑一时,但只有构建完整的产业链、培育协同共生 的产业集群,实现从"一棵苗"到"一片林"的战略觉醒,才能激活区域经济的"生命力"。——题记 三一集团与采埃孚签署战略合作协议;以商招商,岳麓高新区再迎"硬核"检测企业;亚马逊、阿里巴巴两 大"世界500强"同期落户长沙……近期,一系列合作敲定、项目落户为长沙产业森林注入新的生长活 力。 为此,长沙借着新能源材料企业对上下游产业有较强吸附性的特点,继续招引正极材料、负极材料、电 池隔膜等上下游企业,产业规模效应得到释放。 另一个案例则是在汽车领域。生产一台传统燃油车需要超200 ...
印度拟对美国征收报复性关税
21世纪经济报道· 2025-07-04 13:58
本期编辑 刘雪莹 特朗普称美越达成贸易协议!越南所有对美出口商品将面临至少20%关税 特朗普称不考虑延长关税谈判最后期限 SFC 21君荐读 据新华社援引外媒报道,印度4日向世界贸易组织通报,由于美国对汽车及零部件加征的关税 冲击印度出口,印度计划对美国征收报复性关税。 来 源 | 新华社 ...
印度拟对美国征收报复性关税
财联社· 2025-07-04 13:03
据新华社援引外媒报道,印度4日向世界贸易组织通报,由于美国对汽车及零部件加征的关税 冲击印度出口,印度计划对美国征收报复性关税。 ...
“鸽派”言论被泼了冷水,特朗普生气了,不谈了,加征25%关税!
Sou Hu Cai Jing· 2025-06-30 22:44
特朗普的关税政策:全球经济风暴的导火索? 摩根士丹利(大摩)的报告如同当头一棒,浇灭了市场对美联储7月和9月降息的期盼。尽管"鸽派"言论甚嚣尘上,但大摩认为,短期内坚挺的通胀数据、稳 健的就业报告以及美联储官员与鲍威尔主席保持一致的"观望态度",都将阻止降息的步伐。 更重要的是,支持降息的阵营力量薄弱,美联储经济预测摘要 显示,七位政策制定者预计今年不会降息。 这与特朗普持续施压形成鲜明对比,也预示着美联储与白宫之间的紧张关系持续升级。 芝加哥大学布斯商学院的调查结果更是令人担忧:超过90%的受访经济学家对特朗普的政策表示担忧,认为其将削弱美元资产的避险地位。 特朗普的"财政 政策过度"和对美联储独立性的攻击,正逐渐侵蚀美元的国际信誉。 其"大而美"法案更可能导致美国联邦债务继续创新高。 4月2日宣布加征关税后,全球股市震荡,美元贬值,政策不确定性使美国宛如一个新兴市场国家,长期债券收益率走高,货币价值降低。 美元指数跌至三 年最低点,美债收益率大幅上升。 近四分之三的受访者预计明年年中10年期美债收益率将升至5%以上,美债可能不再是安全的避险资产。受访经济学家预 测美国今年的经济增速中值为1.5%,低于春季 ...
红链赋能,激活产业链创新链
Xin Hua Ri Bao· 2025-06-28 01:50
在江苏隆博食品有限公司车间,生产线满负荷运转。"产业链联合党委助力我们连起餐饮、冷链物流和 电商平台,订单量涨了60%,产品卖向全国!"总经理毕夕龙的感慨,印证着泗洪县产业链党建带来的 质变突破。该县紧扣"4+3+X"产业体系,以党建链串联产业链、创新链,培育出膜材料、新型食品、汽 车及零部件等6条重点产业链,工业企业营收连续3年增长超20%。 电子信息产业园里,《强链政策一本通》被翻得卷了边。"过去找政策像大海捞针,现在直达车间!"企 业主们为精准服务点赞。泗洪打造创新型服务生态:用"产业链党建大讲堂+车间微课堂",疏通政策传 递"最后一公里";晶硅光伏产业链与安徽、浙江等地规模企业在订单合作、产品研发等方面达成战略合 作,形成"红链伙伴";40名党建指导员驻企化解数转、用工等难题,助推12家企业建成省级智能车间。 如今"双生链"效应持续释放,膜材料跻身省级产业集群,机械零部件本地配套率75%。党建串起上下 游,更融通价值链,在红链赋能的裂变中,泗洪正用"组织动能"助力产业攀高向强。 陈建军 刘露敏 机制破冰,从"把脉问诊"进阶"靶向手术" 冷链成本高8%!江苏蟹园米业在"红链圆桌会"的诉求,触发联合党委" ...