记者丨赖镇桃 编辑丨李艳霞 金珊 3月19日，周四。凌晨，本来已经准备休息的曹国强，又被突然弹出的消息吵醒——"油价又 涨了"，屏幕里是越南工贸部与财政部联合发布的公告，宣布 自3月19日23时开始，95号汽 油、柴油每升涨价数千越南盾，油价再次站上3万越南盾关口 。 在伊朗紧张局势爆发前，越南每升油价还不到2万越南盾（约合5.2元人民币） ，但随着全球 大部分的油轮被卡在霍尔木兹海峡，越南的油价仿佛也被架在了火上煎烤， 十几天内每升油 价暴涨上万越南盾，涨幅超30%。上一次越南油价突破3万大关，已经是四年前俄乌冲突爆发 那会了。 曹国强是轮胎企业赛轮集团的总裁助理、亚洲区总经理，公司在越南、柬埔寨、印尼都开设 了工厂，就近给当地车企提供配套。 出海这些东南亚国家，最开始是为了追求更优惠的关税，但全球油价因中东局势剧震，他所 在的行业也被迫卷入这场风暴。他给记者简单算过，美伊冲突以来，他们的运费成本已直线 走高20%，从石油提炼物中加工的聚酯帘布、合成橡胶涨势更为夸张，一周大涨40%～ 50%，"轮胎生产就要用到这些原材料，没有替代品，只能硬着头皮买，利润肯定受损。" 这些年，大量电子信息、纺织鞋服、家电、汽 ...

新质生产力引领，开启现代化建设新篇章 [Table_Authors] 纪尧(分析师) "十五五"规划纲要深度解读 本报告导读： 本报告全面解读了"十五五"规划纲要的战略部署、以新质生产力为核心引擎的发 展方向、多领域重点任务与落地保障体系，为地方政府、市场主体等各类主体对接 国家战略、抢抓发展机遇提供了清晰的行动指引。 投资要点： | | 021-23185836 | | --- | --- | | | jiyao@gtht.com | | 登记编号 | S0880525040003 | | | 李明亮(分析师) | | | 021-23185835 | | | limingliang@gtht.com | | 登记编号 | S0880525040001 | | | 孙欣欣(分析师) | | | 021-38038562 | | | sunxinxin@gtht.com | | 登记编号 | S0880525010001 | | | 何韫露(分析师) | | | 021-23185849 | | | heyunlu@gtht.com | | 登记编号 | S0880525110003 | [Table_Rep ...

科技自立自强水平大幅提高。 基础研究和原始创新能力显著增强，重点领域关键核心技术快速突破，产出一批重大原创性、标志 性、引领性科技成果，并跑领跑领域明显增多。科技创新和产业创新深度融合，创新驱动作用明显增强。 美丽中国建设取得新的重大进展。绿色生产生活方式基本形成，碳达峰目标如期实现，单位国内生产总值二氧化碳排放降低17%，清 洁低碳安全高效的新型能源体系初步建成。生态环境质量全面改善，主要污染物排放总量持续减少，地级及以上城市细颗粒物 （PM2.5）浓度降至27微克/立方米以下，优良水体比例提高到85%，森林覆盖率达到25.8%，生态系统多样性稳定性持续性不断提 升。 3月13日，《中华人民共和国国民经济和社会发展第十五个五年规划纲要》发布。本文对其中的能源要点进行了全面梳理，第一时间带您 了解未来能源行动蓝图。 第三章 主要目标 "十五五"时期能源发展主要目标 高质量发展取得显著成效。 全国统一大市场建设纵深推进，超大规模市场优势持续显现。 国家安全屏障更加巩固。 能源综合生产能力达到58亿吨标准煤。 | | 专栏1 "十五五"时期经济社会发展主要指标 | | | | | | --- | --- | -- ...

Core Viewpoint - The company plans to divest its electronic information segment assets to Shenzhen Fuje Technology Co., Ltd., focusing on enhancing its power sector and IT solutions business [1][3]. Group 1: Transaction Details - The transaction involves the transfer of assets from subsidiaries including New Huikai Technology (Shenzhen) Co., Ltd. and others, excluding non-electronic information assets [1]. - The deal is expected to be classified as a major asset restructuring under the regulations, without changing the controlling shareholder or actual controller [3]. - The transaction is in the planning stage and requires further internal decision-making and approval processes [3]. Group 2: Financial Implications - The company anticipates a significant influx of cash post-transaction, which will support investments in new productive capacities and enhance its focus on advanced technology sectors [3][4]. - The transaction is expected to improve the company's financial strength, reduce the debt-to-asset ratio, and optimize the asset structure [4]. Group 3: Performance Forecast - The company has projected a net loss of 350 million to 450 million yuan for the fiscal year 2025, a significant decline from a profit of 21.46 million yuan in the previous year [4][5]. - The anticipated losses are attributed to goodwill impairment from acquired subsidiaries and decreased performance in the touch display segment due to international market conditions and intensified competition [5].

本文字数：1617，阅读时长大约3分钟 作者 | 第一财经 林靖 随着我国经济的发展，县域经济也不断壮大，去年多个经济强县也实现了新突破。 根据第一财经记者统计，目前，GDP超3000亿元的县域达到了6个，即"苏南四小龙"（江苏昆山、江阴、张家港和常熟），以及福建晋江和浙江慈溪。 其中，昆山依然稳居县域经济首位。2025年，昆山市以5615.34亿元地区生产总值、5.8%的同比增速，连续四年站稳5000亿元台阶，连续22年位居全 国综合实力百强县市榜首。 根据媒体报道，工业是昆山经济的核心支柱，2025年规上工业总产值突破1.3万亿元，同比增长4.9%，总量与增量均居苏州市首位，占苏州比重达 26.6%。拥有超3.5万家工业企业的城市，已培育形成8000亿级电子信息、3000亿级装备制造两大核心集群，构建起"2+3+3"新兴产业体系——以新一代 电子信息、高端装备制造为主导，聚焦智能网联汽车、具身智能、低空飞行器三大新兴赛道，培育高端食品、时尚创意、消费医疗等多个特色产业集群。 江阴市2025年实现地区生产总值5272.18亿元，与昆山存在300多亿元的差距。今年2月24日，盛合晶微半导体（江阴）有限公司通过 ...

产业规划、园区规划、产业图谱、尽调评估 — 1 — 产业规划、园区规划、产业图谱、尽调评估 — 2 — 产业规划、园区规划、产业图谱、尽调评估 全球视野专注产业 1 产业规划、园区规划、产业图谱、尽调评估 绿色发展步伐加快，国家生态文明试验区建设取得标志性成果，可再生能 源装机占比过半，单位地区生产总值能耗保持全国优秀水平，生态优势巩 固提升。区域协调发展、新型城镇化深入推进，基础设施互联互通更加便 捷高效，乡村全面振兴取得良好成效，城乡融合加快发展。文化强省建设 迈上新台阶，文化事业和文化产业蓬勃发展，精神文化产品丰富多彩。民 生保障扎实有力，居民收入稳步增长，脱贫攻坚成果巩固拓展，人民生活 品质明显改善。全过程人民民主不断发展，全面依法治省有效实施，地方 国家安全能力得到增强，经济领域守住了未发生系统性风险底线，社会大 局保持和谐稳定。党的领导全面加强，党建引领基层治理扎实有效，全面 从严治党成效显著，党的建设质量和水平明显提高。这五年，我省综合实 力快速跃升，发展后劲显著增强，为乘势而上、接续推进社会主义现代化 江西建设奠定了坚实基础。这些成就的取得，根本在于以习近平同志为核 心的党中央领航掌舵，在于习 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The dual carbon goals are a significant strategic deployment for sustainable development in China, with industrial parks being key to achieving carbon peak and carbon neutrality targets. The Zhaoqing High-tech Industrial Development Zone is a national pilot area for carbon peak, focusing on the green and low-carbon transformation of industrial parks [5][6] - The report emphasizes the importance of the Zhaoqing High-tech Zone in exploring zero-carbon transformation paths, leveraging its advantages in new energy vehicles and new energy storage industries, and establishing a green development system [5][6] - The report aims to provide systematic guidance for the construction of zero-carbon parks in Zhaoqing, promoting replicable solutions for similar high-tech zones across the Guangdong-Hong Kong-Macao Greater Bay Area and nationwide [6] Summary by Sections 1. Construction Foundation - The report outlines the background, foundation, and goals of zero-carbon park construction, detailing the achievements in industrial low-carbon upgrades, energy structure optimization, and infrastructure improvement [6] 2. Policy Framework - The report discusses the alignment of local policies with national zero-carbon park construction requirements, highlighting the need for optimization paths and enhancement suggestions [6][58] 3. Key Tasks - The report identifies key tasks such as energy storage and flexible load management, green infrastructure, carbon sink capacity, resource recycling, and building a green smart management platform [6][10] 4. Future Enhancement Suggestions - The report provides future enhancement suggestions for the Zhaoqing High-tech Zone, focusing on innovation-driven development and the establishment of industrial platforms [6][35] 5. Industry Layout - The Zhaoqing High-tech Zone has established a comprehensive industrial layout centered on new energy vehicles and new energy storage, supported by advanced manufacturing, biomedicine, modern home furnishing, food and beverage, artificial intelligence, and new materials [6][38] 6. Energy Supply and Consumption - The report analyzes energy consumption trends, indicating a shift towards cleaner energy sources, with coal consumption decreasing and natural gas and renewable energy sources increasing significantly [45][48][50]

Investment Rating - The report does not explicitly state an investment rating for the industry. Core Insights - The construction of zero-carbon parks is a crucial vehicle for achieving China's "dual carbon" goals and fostering green productivity, while also promoting the synergy between energy revolution and industrial transformation [5] - The Chifeng High-tech Industrial Development Zone is a national pilot area for carbon peaking, leveraging its abundant wind and solar resources to implement a series of green transformation practices [5][6] - The park aims to create a low-carbon development system through "green electricity supply + green manufacturing + resource recycling" [5] - The report emphasizes the importance of replicable and scalable zero-carbon development models to provide references for similar parks nationwide [5] Summary by Sections Overview - The report outlines the foundational conditions and practical paths for the construction of zero-carbon parks, highlighting achievements in energy structure optimization, industrial green upgrading, ecological protection, and institutional innovation [5] Policy Framework - The policy framework supporting the park's development aligns with national requirements for zero-carbon parks, ensuring comprehensive coverage of the necessary tasks [63][64] Construction Goals - The overall goal is to establish a national-level zero-carbon demonstration benchmark, with a focus on deepening zero-carbon transformation practices led by technological innovation [6] Key Tasks - The report identifies several key tasks, including: - Green electricity supply and consumption - Development of green low-carbon industries - Environmental facility greening - Carbon sink capacity enhancement - Resource recycling development [10][11] Supporting Projects - The report details several key supporting projects, including: - Green power construction projects - Infrastructure development projects - Carbon dioxide resource utilization projects [11] Future Recommendations - The report suggests ongoing efforts to enhance zero-carbon transformation practices, emphasizing the integration of energy and industry [6]

Group 1 - The core viewpoint of the news is the strategic planning and achievements of Chengdu High-tech Zone, highlighting its economic growth and future development goals for the "14th Five-Year Plan" and beyond [1][3] - In 2025, Chengdu High-tech Zone achieved a GDP of 366.15 billion yuan, with a growth rate of 6.1%, and fixed asset investment of 80.55 billion yuan, growing by 12.5% [1] - The industrial investment reached 45.06 billion yuan, showing a significant increase of 59.1%, while the total foreign trade import and export volume was 550.8 billion yuan, accounting for 53.4% of Sichuan Province and 64.8% of Chengdu City [1] Group 2 - Chengdu High-tech Zone is focusing on integrating industrial chains and building a multi-point support structure, with the electronic information industry growing by 10.0% and becoming a key pillar of the industrial economy [2] - The digital economy sector achieved a core industry added value of 186.02 billion yuan, with a growth of 10.8%, and significant projects such as iQIYI's new film and television center were introduced [2] - The zone has established 70 national-level innovation platforms and has seen the emergence of 172 original advanced technology achievements and 48 landmark products from new R&D institutions [2] Group 3 - The "15th Five-Year Plan" period is seen as a critical time for Chengdu High-tech Zone to transition its development model, aiming to establish a modern governance system that aligns with new productive forces [4] - The zone will focus on the integration of science and industry, utilizing a "pilot+" ecosystem to enhance its technical service capabilities [4] - Key actions include deepening institutional reforms, promoting technological innovation, and improving industrial concentration and resource efficiency [4]

制图：李芷琪（即梦、豆包AI生成） 从经济总量的连跨台阶、万亿级产业集群的"三连跳"，到企业智能化改造与全球化布局的突围；从机器 人产业由"跌倒"转变为领跑的涅槃，到中试平台打通科技成果转化"任督二脉"的创新生态；再到市井小 店升腾的烟火气与奋斗温情：2026年广东全省高质量发展大会召开之际，南都记者以长期追踪报道的亲 身经历，回望近三年穿梭于南粤大地产业一线、实验室、街头巷尾的所见所感，呈现广东如何在科技与 产业互促双强、创新与变革的交相辉映中，走出高质量发展的进阶之路。 南都记者卢婉珊：我在数据中找到广东高质量发展的底气 过去三年，广东的经济总量连续跨越13万亿、14万亿大关。经营主体从1800万户到1900万户，再到突破 2000万户。进出口规模从2023年的8.30万亿跃升至2025年的9.49万亿。作为一名长期追踪广东经济数据 的记者，我不断尝试找寻这些数据背后的密码：深入企业一线，来到广交会现场，与不同政府部门沟通 交流，得到的答案是：这是雄厚家底和强大韧性的体现，更是广东持续推动科技创新、重塑产业结构等 带来的结果。 2024年4月，我走访了广东凌丰集团旗下的先丰不锈钢制品有限公司。相关负责人向 ...