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为了降低对华依赖,日本将启动深海稀土开采计划
Guan Cha Zhe Wang· 2026-01-09 15:06
《日经新闻》1月9日称,中国正在收紧对日本军民两用物项出口管控,对日本的稀土相关产品出口限制 范围已覆盖民用领域。另据法新社报道,日本将于11日开展罕见的深海稀土试采计划,巴望以此降低对 华依赖。 针对两用物项出口管制一事,中国商务部新闻发言人何亚东8日强调,中方始终致力于维护全球产供链 稳定与安全,涉及民事用途的不会因此受到影响。对于开展正常民用贸易往来的相关方,完全没有必要 担心。 但日媒炒作称,出口管制已给相关企业造成困扰:企业在申请对日出口许可时屡遭中方主管部门驳回; 此外,主管部门虽接收部分出口申请,但审批耗时远超常规周期。 《日经》采访的业内人士称,事实上,出口核查收紧的举措在官方声明发布前就已启动。 日本航空自卫队F-35B隐形战机。尖端武器的生产离不开稀土材料。 视觉中国 【文/观察者网 柳白】 面对中方反制雷霆之势,做贼心虚的日本一边拉盟友壮胆,另一边打起了深海稀土的主意。 报道说,中方主管部门正严格核查稀土相关产品的最终用户身份及用途,这使得出口许可证的核发难度 大幅增加,仅在两类情形下会予以放行:一是产品在日本加工后转口至美国;二是相关产品由特定日本 企业使用。 一名日本政府官员表示:" ...
B2B品牌破局:金田铜业如何以新能源专用铜材战略打开千亿增长空间
Quan Jing Wang· 2026-01-06 09:07
在重资产、长链路的金属加工行业,许多企业面临"规模增长、利润下滑"的困境:一提价客户便流失, 营收突破百亿后增长乏力,面对新能源等行业红利却难以承接……多数企业聚焦于产能优化与成本控 制,往往忽视了一个关键增长杠杆——品牌战略定位。 金田铜业从400亿营收向千亿级企业的跨越,正是中网B2B战略咨询站在产业视角,把"品牌"从"重要不 紧急"的待办栏,变成"增长必选项"的典型——这不止是一家企业的升级,更为传统B2B制造企业提供 了从"材料供应商"到"赛道定义者"的可复制路径。 行业共性困局:三大增长瓶颈 金属加工企业普遍面临以下挑战: 品牌辨识度低:产品同质化严重,客户视企业为"可替代的供应商",价格敏感度高,难以建立忠诚度; 增长动力不足:依赖产能扩张实现初期增长,但在规模达到一定阶段后,面临利润压缩与市场饱和的双 重压力; 难以承接产业红利:虽具备技术储备与产能基础,但因缺乏清晰的场景化定位,无法在新能源等新兴领 域建立首选供应商地位。 战略重塑:从"铜加工厂商"到"新能源专用铜材定义者" 中网B2B战略咨询为金田铜业制定的核心策略,是跳出低层次的价格竞争,转向高价值的心智竞争: 聚焦高价值赛道:收缩全品类 ...
无证上岗被处罚 违规生产零容忍
Xin Lang Cai Jing· 2026-01-05 23:52
南宁市横州市某金属制品加工厂因存在特种作业人员无证上岗被依法处罚。2025年9月15日,执法人员 检查发现该厂两名工人未取得相应特种作业操作资格证,违规使用氩弧焊设备进行熔化焊接作业,违反 《中华人民共和国安全生产法》相关规定,企业被依法处以3万元的行政处罚。 本报讯(记者韦薇)近日,自治区应急管理厅公布一批工贸行业违法行为典型案例,涉及金属加工、木 业、林业等多个工贸领域。旨在以典型案例为警示,督促全区各生产经营单位严守安全生产相关法律法 规,绷紧安全生产弦。 百色某木业有限公司因未及时消除重大安全隐患、特种作业人员无证上岗被合并处罚。2025年5月16日 的检查中发现,该公司一车间砂光机与成品车间锯边机分属不同防火分区,却违规共用一台除尘器且除 尘器系统互联互通,同时机修员工无焊接与热切割特种作业证,在机修车间门口违规开展焊接作业,该 公司两项违法行为被依法合并处以2万元罚款。 河池市广西某林业有限责任公司因粉尘防爆安全设备未正常运行等多项违规问题受罚。2025年7月16 日,执法人员在检查时发现,该公司粉尘防爆安全设备未正常运行,未落实粉尘清理制度,生产车间内 收尘器、锯边机等设备作业区域积尘严重且未及 ...
伯克希尔,跳水!
券商中国· 2026-01-03 12:40
伯克希尔跳水 2026年的第一个交易日(1月2日),格雷格·阿贝尔正式就任伯克希尔CEO的第一天,伯克希尔的股价逆市下 跌,盘中甚至出现跳水行情,跌幅一度超过2%。虽然收盘时,伯克希尔的跌幅有所收窄,但仍然大幅跑输美 股大盘。 当前,投资者正在消化巴菲特担任伯克希尔首席执行官60年任期的正式结束,以及继任者格雷格·阿贝尔领导 下的新时代的开始。 2025年全年,伯克希尔的股价累计上涨10.9%,虽落后于标普500指数16.4%的涨幅,但已连续第10年实现正收 益。巴菲特仍担任董事长,并一直试图向股东保证,伯克希尔的未来远不止于他的任期。 伯克希尔,开局不太顺! 进入后巴菲特时代的第一个交易日,伯克希尔的股价出现跳水行情。当地时间周五,在美股市场上,伯克希尔 低开低走,盘中一度跳水跌超2%。截至周五收盘时,伯克希尔A类股下跌1.41%报74.41万美元/股,单日市值 蒸发超150亿美元。 伯克希尔股价表现,大幅跑输美股大盘。周五当天,道指上涨0.66%,标普500指数上涨0.19%,纳指微跌 0.03%。其中,芯片股集体走强,美光科技涨超10%,英特尔涨超6%,AMD涨超4%,英伟达、高通涨超1%。 巴菲特在接 ...
国际观察丨三大结构性问题困扰法国经济
Xin Hua Wang· 2025-12-30 03:57
Group 1 - The core issue facing the French economy is the rising sensitivity to prices among consumers, leading to cautious spending behavior during the holiday season, reflecting deeper structural problems [1] - France's public debt is projected to reach 117.4% of GDP by the end of Q3 2025, with a fiscal deficit forecasted at 5.5% of GDP, significantly above the EU's 3% limit, indicating severe fiscal pressure [2] - The French manufacturing sector is struggling, with the share of manufacturing in GDP currently at about 9%, far below the EU average of 15%, and a concerning trend of more factory closures than openings [3] Group 2 - Rising living costs are suppressing consumer spending, with inflation rates around 1% since February, but the actual cost of living is perceived to be much higher, particularly in housing and food [4] - Analysts note that while overall inflation is decreasing due to falling energy prices, food and housing costs continue to rise, and wage growth is lagging behind inflation, posing a significant challenge for consumer purchasing power [5]
中国又一技术震惊世界,西方巨头纷纷求合作,这黑科技到底有多牛
Sou Hu Cai Jing· 2025-12-26 15:13
西方排队求合作? 中国到底哪技术让世界这么震惊? 从不起眼的"豪克能"三个字,到成为2025年全球制造业热议的焦点,这项中国原创技术走过了不平凡的 二十余年。 最近几月,它又有了新动态。2025年10月,一份行业报告显示,全球已有超过1500家企业在生产中应用 这项技术,其中不乏法国阿尔斯通、德国西门子、美国派克等行业巨头。 听着像某种饮料的名字,"豪克能"实际上是金属表面处理领域的革命性技术。它能让普通金属变得像镜 面一样光滑,更让零件的使用寿命呈倍数增长。 当我们谈论中国制造时,常常会想到"世界工厂"、"成本优势",但在豪克能的故事里,这些标签被彻底 颠覆。 金属加工领域的传统工艺如磨削、抛光,本质上是"减法制造",通过去除材料来获得光滑表面,但这个 过程会产生新的内部损伤。 而豪克能走了一条完全相反的路,它是一种"加法"甚至"重塑"。 赵显华团队利用每秒超过两万次的高频冲击"按摩"金属表面,在微观层面让金属表面表现出类似液体的 特性。 赵显华团队抵达现场后,短短几小时内,原本蔓延的裂纹被彻底"钝化",零件疲劳寿命直接提升了10倍 以上。阿尔斯通工程师在报告中用"神奇、稳定、可靠、无可替代"四个词给出了最 ...
凝聚政企同心合力,共谋奋进发展新篇
Xin Lang Cai Jing· 2025-12-24 20:49
Core Viewpoint - The article highlights the efforts of the Qingyuan Municipal Federation of Industry and Commerce in Guangdong Province to enhance the development of the private economy through a focus on "two health" themes, emphasizing party building, service, and innovation as key drivers for growth [1] Group 1: Party Building and Organizational Development - Qingyuan Municipal Federation of Industry and Commerce has strengthened non-public party building, achieving 100% coverage of party work in enterprises and associations at the executive level [2] - The organization has conducted nine training sessions for party organization leaders, covering 737 individuals across key regions, enhancing the capabilities of non-public party organizations [2] - A study trip to Quanzhou, Fujian, was organized to learn from successful experiences in non-public party building, particularly the "Jinjiang experience" [2] Group 2: Service and Business Environment - The Federation has improved the business environment by facilitating communication between government and enterprises, collecting 48 issues and suggestions from 30 businesses and associations [3] - Activities such as "visiting enterprises, delivering policies, solving problems, and promoting development" have been conducted to gather feedback and enhance service delivery [3] - Training sessions on digital transformation and legal risk prevention have been organized to empower private entrepreneurs [3] Group 3: Financial Support and Risk Management - The Federation has collaborated with financial institutions to support small and micro enterprises in financing, including training on bond financing and policy financial tools [4] - Joint efforts with the Social Security Bureau and Public Security Bureau have been made to help enterprises understand policies and enhance legal risk prevention [4] Group 4: Regional Development and Collaboration - The Federation focuses on the integration of the Guangqing region, guiding private enterprises to deepen their engagement in the real economy and explore new collaborative models in industries like textiles and metal processing [4] - A platform has been established to help private enterprises expand their development space and connect with quality resources, including participation in international trade events [5] Group 5: Rural Development and Social Responsibility - The Federation has initiated the "Hundred Meetings Help Hundred Towns, Ten Thousand Enterprises Prosper Ten Thousand Villages" campaign, mobilizing 1,178 private enterprises to invest over 4.19 billion yuan in rural development, benefiting approximately 1.1 million people [6] - Efforts to promote ecological construction and social responsibility have included fundraising for environmental projects and participation in public welfare activities [6] Group 6: Future Directions - The Federation aims to further unite government and enterprise efforts to promote high-quality development of the private economy through practical measures and improved services [7]
华阳新材:12月18日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-18 09:44
(记者 曾健辉) 每经头条(nbdtoutiao)——海南封关政策红利全解析:零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… 每经AI快讯,华阳新材(SH 600281,收盘价:5.9元)12月18日晚间发布公告称,公司第八届2025年第 十一次董事会会议于2025年12月18日以现场和通讯相结合的方式召开。会议审议了《关于2026年日常关 联交易预计的议案》等文件。 2024年1至12月份,华阳新材的营业收入构成为:贵金属加工占比83.91%,生物降解材料及制品占比 12.1%,其他业务占比3.99%。 截至发稿,华阳新材市值为30亿元。 ...
大明国际(1090.HK):中国金属加工龙头 25H1业绩扭亏为盈
Ge Long Hui· 2025-12-18 04:27
Core Insights - The company has turned a profit in H1 2025, achieving a net profit of 7.58 million yuan, compared to a loss in the previous period [1] - The company generated revenue of 21.198 billion yuan, a year-on-year decrease of 7.0%, while gross profit increased by 7.6% to 554 million yuan [1] Financial Performance - In H1 2025, the company reported revenue of 21.198 billion yuan, with 20.473 billion yuan from processing business and 0.725 billion yuan from manufacturing business [1] - The group recorded a net profit of approximately 22.8 million yuan, a year-on-year increase of about 141.6% [1] - The sales volume for stainless steel processing was approximately 996,000 tons, an increase of about 3.1%, while carbon steel processing sales volume was approximately 2.391 million tons, with a growth of 0.4% [1] Company Overview - The company is a leading player in metal processing in China, providing high-end manufacturing services, including steel material processing, component production, and finished product manufacturing [2] - It has established 11 processing service centers and a manufacturing base along the Yangtze River, with an overseas presence in Europe [2] - The company serves numerous leading enterprises across various industries, including automotive, home appliances, and petrochemicals [2] Strategic Outlook - The company is projected to achieve net profits of 40 million yuan, 127 million yuan, and 212 million yuan for the years 2025 to 2027, respectively [2] - A target price of 1.86 HKD is set for 2026, based on a 17x PE ratio, with an initial "buy" rating assigned [2]
东莞市新鑫来金属加工有限公司成立 注册资本668万人民币
Sou Hu Cai Jing· 2025-12-17 05:41
天眼查App显示,近日,东莞市新鑫来金属加工有限公司成立,注册资本668万人民币,经营范围为一 般项目:金属材料制造;金属材料销售;钢压延加工;金属制品修理;有色金属压延加工;金属切削加 工服务;固体废物治理;旧货销售;报废农业机械回收;报废农业机械拆解;资源再生利用技术研发; 非居住房地产租赁;国内贸易代理;房屋拆迁服务;租赁服务(不含许可类租赁服务);金属制品销 售;五金产品零售;锻件及粉末冶金制品销售;建筑工程机械与设备租赁;普通货物仓储服务(不含危 险化学品等需许可审批的项目);招投标代理服务;电线、电缆经营;五金产品制造;五金产品批发; 橡胶制品制造;橡胶制品销售;塑料制品制造;塑料制品销售;纸制品销售;装卸搬运;运输货物打包 服务。(除依法须经批准的项目外,凭营业执照依法自主开展经营活动)。 ...