南财智讯10月16日电，中集集团在投资者关系活动中表示，2025年上半年集装箱供应链景气指数处于景 气区间，下半年三季度排产良好，四季度需进一步观察。长期来看，集装箱需求与全球商品贸易量紧密 挂钩，在人口增长、人均财富提升、区域分工持续及供应链多元化、降碳等趋势推动下，集装箱周转速 度降低，相同贸易量需要更多箱量支撑。叠加全球超5000万TEU保有量带来的年均200-300万TEU更新 需求，未来行业年度需求有望从当前400万TEU基准向更高规模迈进。 ...

在近期的震荡行情中，公募基金是如何操作的？近期披露的上市公司公告显示，多位知名基金经理看 好"反内卷"概念股，加码了华新水泥、旗滨集团等公司。与此同时，机构最新调研情况显示，受益 于"反内卷"政策的标的备受青睐。 （文章来源：上海证券报） 值得注意的是，机构加仓的水泥、玻璃等均为受益于"反内卷"政策的行业。2025年9月，工业和信息化 部等五部门联合印发《建材行业稳增长工作方案（2025—2026年）》，其中明确严禁新增水泥、平板玻 璃产能，新建改建项目须制定产能置换方案。 在基金定期报告中，杨锐文曾表示，"反内卷"绝非短期纠偏，而是产业生态的重构。对于新能源行业来 说，政府推动的反内卷，将加快行业出清的速度，并提升企业长期的盈利高度，这将带来结构性投资机 遇。 从近期调研情况看，"反内卷"概念同样是机构重点调研方向。Choice数据显示，截至10月15日，近一个 月来机构调研的"反内卷"概念公司多达31家，涵盖钢铁、煤炭、化工、光伏等行业企业。 9月30日，华夏、嘉实、睿远等多家基金公司，农银人寿、大家资产等险资，以及招商证券、兴业证券 等券商联合调研了光伏龙头公司晶科能源。针对行业产业链整合情况，晶科能源 ...

Group 1 - Public funds are increasingly optimistic about "anti-involution" concept stocks, with notable investments in companies like Huaxin Cement and Qibin Group [1][2] - Huaxin Cement's major shareholders include notable fund managers, with Fu Guo Tian Hui Select Growth Fund significantly increasing its holdings from 500,000 shares to 9 million shares, reflecting a market value increase from 5.92 million to 167 million yuan [1] - Huaxin Cement's stock price has surged over 80% year-to-date as of October 15 [1] Group 2 - Qibin Group's major shareholders include fund managers from Invesco and GF Fund, with significant increases in their holdings, indicating strong institutional interest [2] - The "anti-involution" policy is benefiting industries such as cement and glass, with a government directive prohibiting new production capacity in these sectors [2] - Recent institutional research indicates a focus on "anti-involution" companies across various sectors, including steel, coal, chemicals, and photovoltaics, with 31 companies being investigated [2] Group 3 - JinkoSolar, a leading company in the photovoltaic sector, is undergoing industry chain integration to balance supply and demand by eliminating outdated production capacity [3]

Group 1 - The company, China International Marine Containers (Group) Co., Ltd. (CIMC), announced its 9th board meeting of the 11th session held on September 9, 2025, via telecommunication voting [1] - The meeting reviewed proposals related to connected transactions with subsidiaries of China Merchants Industry Holdings Co., Ltd. [1] - As of the report, CIMC's market capitalization stands at 42.4 billion yuan [1] Group 2 - For the first half of 2025, CIMC's revenue composition is as follows: containers account for 27.7%, logistics services for 17.68%, energy and chemical equipment and liquid food equipment for 16.88%, road transport vehicles for 11.15%, marine engineering for 10.44%, and other industries for 6.87% [1]

Core Viewpoint - Compliance management is essential for the survival and development of enterprises, providing tangible "integrity dividends" through enhanced tax credit management and support from tax authorities [1][2]. Group 1: Compliance and Internal Control - Companies are shifting from a mindset of "I have to strive for A" to "I want to strive for A," enhancing their internal control mechanisms to drive compliance [2]. - Internal audits and proactive measures, such as maintaining a "risk list + responsibility list," help companies like Liaoning Yufeng Chemical Co., Ltd. avoid tax risks and credit losses [1][2]. - The integration of tax compliance requirements into all business processes, including contract reviews and tax filings, is crucial for preventing tax-related risks [3]. Group 2: External Support and Services - Tax authorities in Liaoning have established a green channel service model for A-level taxpayers, expediting processes like tax refunds and enhancing companies' market competitiveness [4][5]. - Continuous guidance and support from tax departments help companies navigate tax compliance, ensuring timely and accurate submissions [5][6]. Group 3: Benefits of Good Tax Credit - A-level tax credit status provides companies with easier access to tax services and financial products, reducing funding costs significantly [6]. - Companies with strong tax credit ratings, such as Liaoning Tianyi Industrial Co., Ltd., benefit from enhanced market reputation and opportunities, including successful bids in competitive procurement processes [6][7]. - The positive impact of tax credit on supplier relationships and market expansion is evident in companies like Liaoning Tianan Biopharmaceutical Co., Ltd., which enjoys stable raw material supply due to its good credit standing [6]. Group 4: Future Directions - Liaoning tax authorities will continue to focus on building a tax credit system, guiding more enterprises to transition from passive compliance to proactive management [7][8].

Group 1 - The "Tiangong" robot, developed by a team associated with the Shenzhen-listed company UBTECH, won the gold medal in the 100-meter sprint at the 2025 World Humanoid Robot Games, marking a significant advancement in robotic capabilities [2] - Shenzhen's innovation journey spans 45 years, evolving from low-end manufacturing to a thriving ecosystem of diverse industries, with an average of approximately 580 patents granted daily [2][11] - The establishment of the Shenzhen Special Economic Zone in 1980 initiated a focus on industrial development, laying the groundwork for future innovation by attracting capital, technology, and labor [3][4] Group 2 - The "Three Comes and One Compensation" model was pivotal in building Shenzhen's industrial base, allowing foreign businesses to provide equipment and materials while local companies handled production [3][4] - By 1994, enterprises operating under the "Three Comes and One Compensation" model accounted for one-third of Guangdong's total, highlighting Shenzhen's role as a burgeoning "world factory" [4] - Companies like China International Marine Containers (CIMC) exemplify the shift from foreign technology reliance to independent innovation, becoming a global leader in container production by 1996 [5] Group 3 - Shenzhen's industrial landscape evolved to include a diverse range of sectors, with significant contributions from state-owned enterprises, enhancing the region's technological capabilities [6][7] - The transition from manufacturing to brand creation marked a second leap in innovation, with local companies like Huawei and DJI establishing themselves as global players [7][8] - Shenzhen's complete industrial chain has attracted high-tech enterprises, fostering an environment conducive to innovation and rapid product development [8][9] Group 4 - The current innovation ecosystem in Shenzhen resembles a "tropical rainforest," where companies collaborate and thrive together, supported by a robust technological infrastructure [10][11] - The government plays a crucial role in nurturing this ecosystem, focusing on creating favorable conditions for innovation through various initiatives, including the development of low-altitude infrastructure [11] - In the first five months of 2025, Shenzhen granted a total of 87,152 patents, reflecting its transformation from a manufacturing hub to a center of technological innovation [11][12]