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机构:海洋经济驱动内需增长 相关产业链或受关注
Core Insights - The Jiangsu Provincial Committee of the Communist Party of China has proposed to promote high-quality development of the marine economy and accelerate the construction of a strong marine province [1] - The focus is on enhancing marine technology capabilities, fostering high-level marine research institutions and technology enterprises, and advancing key marine technologies [1] - The development of modern shipping services and marine tourism industries is emphasized, along with the need for better port resource coordination and infrastructure improvements [1] Group 1: Marine Economy Development - The proposal includes the establishment of a national marine economy development demonstration zone, elevating the marine economy to a strategic level [2] - The potential of the marine economy is highlighted, with marine communication identified as a foundational infrastructure for future 6G networks [2] - The government work report has introduced "deep-sea technology" as a core emerging industry, indicating a shift towards supporting marine equipment, energy, and aquaculture sectors [2] Group 2: Industry Opportunities - The offshore wind and solar power sectors are expected to expand into deeper waters, indicating a significant growth opportunity [2] - The marine aquaculture industry is projected to have substantial growth potential, particularly for upstream feed companies that can leverage technological and service advantages [2] - Policy support and recovering demand are likely to benefit marine tourism enterprises with distinctive features [2]
首份海洋清单释放百亿需求 多地场景开放激活“蓝色引擎”
Yang Shi Wang· 2025-12-10 02:46
在福建福清的三峡海上风电国际产业园,一个集风电装备研发制造和安装运维于一体的集成式场景正在高效运转。这里不仅多次刷新全球 海上风电机组单机容量纪录,还配套建设了我国首个国家级海上风电试验基地。全国第一个聚焦海洋经济的场景创新中心——广东海洋经济场 景创新中心日前在湛江成立。 新技术从实验室走向市场,原型机在真实海洋环境中常因风浪干扰、盐雾腐蚀等问题失效。而开放的场景通过提供规模化、高仿真的"实 景试验场",成为跨越这一鸿沟的关键载体。 我国是海洋大国,拥有总长达3.2万公里的海岸线和约300万平方公里的海域,广阔的"蓝色国土"蕴蓄着丰富的资源,这也为海洋经济应用 场景的全面开放奠定了坚实基础。 沿海多点开花 场景开放激活产业动能 面对广阔的海洋资源,各地又该如何立足差异化禀赋,推动海洋场景开放从"点"到"面"、实现协同发力呢? 央视网消息:不久前,国务院办公厅发布《关于加快场景培育和开放推动新场景大规模应用的实施意见》,明确提出要充分发挥我国超大 规模市场和丰富应用场景优势,支持建设一批综合性重大场景、行业领域集成式场景、高价值小切口场景。 近日,全国首份综合性海洋经济 应用场景清单在广东湛江发布,场景对于创 ...
“两业融合”出实招 双轮驱动谱新篇
Xin Hua Ri Bao· 2025-09-30 06:57
Core Insights - Jiangdu District is leveraging the national and local push for the integration of advanced manufacturing and modern services, utilizing high-end technology, big data, and industrial internet to enhance business connections and expand industry chains [1][4] Group 1: Industrial Foundation - Jiangdu District has a solid manufacturing base and a thriving modern service sector, making it well-positioned for deep integration trials of the two industries [2] - In 2024, the district's industrial invoiced sales are projected to reach 157.3 billion, with 87 new industrial enterprises added, bringing the total to 1,002, the highest in the city [2] - The district has seen the emergence of 26 new enterprises with invoiced sales exceeding 100 million, and 19 enterprises exceeding 1 billion [2] Group 2: Industry Clusters - Jiangdu is actively developing five major industrial clusters: high-end equipment, high-tech ships and marine engineering, automotive and components, new materials, and new-generation information technology [2] - The district is also fostering ten emerging industrial chains, including robotics, smart grids, and new energy materials, while enhancing modern logistics and technology R&D services [2] Group 3: Development Dynamics - During the 14th Five-Year Plan, Jiangdu has over 600 high-tech enterprises, leading the city in this regard [3] - The district has established 47,000 square meters of technology complexes and four provincial-level incubators, along with 59 new provincial and municipal enterprise service centers [3] Group 4: Policy Framework - Jiangdu has implemented a comprehensive policy framework to support the deep integration of advanced manufacturing and modern services, focusing on high-quality economic development [4] - The district has established a "two-industry integration" work mechanism to clarify tasks and measures for implementation [4] Group 5: Talent and Training - The district is building a reserve of manufacturing enterprises based on revenue and market share, while also identifying service enterprises that focus on R&D and marketing [5] - Regular expert training and business guidance are provided to encourage enterprises to move towards high-end, intelligent, digital, and branded development [5] Group 6: Future Outlook - Jiangdu aims to construct a high-quality and efficient "6+3" service industry system, enhancing integration across organization, services, and industries [6]
走访上市公司 推动上市公司高质量发展系列(二十三)
证监会发布· 2025-08-29 10:16
Group 1 - Shanghai Securities Regulatory Bureau has implemented a regular visiting mechanism to enhance the quality of listed companies, resulting in significant improvements in investment returns and corporate governance [3][4][5] - Since 2024, the bureau has visited 286 listed companies, achieving a coverage rate of 66.67%, and has established a multi-layered visiting system to address company needs effectively [3][4] - The bureau has collected over 500 issues and suggestions from companies, with more than half resolved, focusing on areas such as capital markets, industrial policies, and financial regulations [5][6] Group 2 - Jiangsu Securities Regulatory Bureau has developed a regular visiting mechanism, visiting 458 listed companies by the end of July 2024, with a coverage rate of 64.78% [8][12] - The bureau has facilitated 446 problem resolutions, supporting companies in various sectors, including automotive and pharmaceuticals, to leverage national policies for growth [10][12] - In 2024, Jiangsu listed companies raised 512.33 billion yuan through equity financing, and the region has seen significant merger and acquisition activity, with over 209 disclosed transactions [12][13] Group 3 - Zhejiang Securities Regulatory Bureau has conducted over 210 visits to listed companies, focusing on enhancing the effectiveness of these visits and addressing specific corporate needs [17][20] - The bureau has collected over 160 issues from companies, with more than 80% resolved, emphasizing the importance of collaboration with local governments and exchanges [18][20] - The region has experienced a surge in merger and acquisition activities, with 251 new transactions disclosed, and companies are increasingly adopting cash dividends and share buybacks to enhance investment value [20][21]
江苏证监局健全常态化走访机制 持续助力上市公司提升投资价值
Group 1 - Jiangsu Securities Regulatory Bureau has enhanced its regular visiting mechanism for listed companies, achieving a coverage rate of 64.78% by visiting 458 companies as of July 31, 2023, and resolving 446 issues to promote better development [1] - The bureau focuses on key industries, such as automotive and home appliances, to help companies leverage national policies for quality improvement and efficiency, with nearly 90% of related companies achieving profitability [2] - In the pharmaceutical sector, the bureau has guided innovative drug companies to utilize capital markets for upgrades, with one company successfully obtaining FDA approval for a new drug [2] Group 2 - The bureau supports listed companies in financing and mergers, with equity financing reaching 51.233 billion yuan from January to July 2023, and 209 new merger and acquisition disclosures, totaling over 65.084 billion yuan [3] - A total of 83 listed companies in Jiangsu have announced buyback or increase plans, amounting to 15.924 billion yuan, while 160 companies plan to conduct mid-term dividends, a 11.72% increase year-on-year [4] - The bureau has established strategic cooperation agreements with 13 cities to enhance communication and support for listed companies, leading to the stable delisting of 6 ST companies this year [5]
江苏扬州各地力拼发展 决胜“十四五” 打好收官战
Zhong Guo Xin Wen Wang· 2025-08-12 11:27
Core Viewpoint - The Yangzhou government is focusing on four key areas to ensure the successful completion of the "14th Five-Year Plan" and is actively promoting high-quality development across various sectors [3][4]. Group 1: Economic Development - Jiangdu District aims to become a leading advanced manufacturing demonstration area in Central Jiangsu and the Yangtze River Delta, achieving a GDP of 703.8 billion yuan with a growth rate of 6.4% in the first half of the year [3]. - Hanjiang District is focusing on enhancing key industries, with significant revenue targets: over 500 billion yuan from equipment manufacturing, 250 billion yuan from microelectronics, and 100 billion yuan from biomedicine [4]. - Guangling District is committed to attracting 215 technology-based enterprises and enhancing the intelligent transformation of traditional industries [4][5]. Group 2: Tourism and Culture - The Shugang-Slim West Lake Scenic Area received 15.226 million domestic and international visitors in the first half of the year, with ticket sales reaching 5.659 million, reflecting a year-on-year growth of 2.4% [5]. - The total tourism revenue for the Shugang-Slim West Lake Scenic Area was 430 million yuan, also showing a year-on-year increase of 2.5% [5]. Group 3: Innovation and Technology - The Yangzhou Ecological Technology New City is focused on enhancing high-level innovation entities and creating a robust innovation ecosystem, aiming to transform its technological landscape significantly [5].
资本市场助力 江苏由“海洋大省”迈向“海洋强省”
Group 1 - The conference held in Nantong aimed to leverage capital market reforms to support the high-quality development of Jiangsu's high-tech shipbuilding and marine engineering industry cluster, transitioning Jiangsu from a "maritime province" to a "strong maritime province" [1] - Jiangsu's shipbuilding and marine engineering industry has a robust foundation, accounting for one-third of the national ship repair capacity and leading the country in shipbuilding completion for 14 consecutive years, with a complete industrial chain from R&D to assembly [1] - The capital market has significantly supported the high-quality development of Jiangsu's shipbuilding and marine engineering sector, with over 70 listed companies in this field, a total market value of 743.5 billion yuan, and cumulative fundraising of 180.9 billion yuan [1] Group 2 - The capital market has introduced a series of targeted measures to support technological innovation and new productive forces, aligning with Jiangsu's "1650" industrial system and "51010" strategic emerging industries, particularly in high-end equipment manufacturing and deep-sea equipment [2] - Jiangsu has seen 14 new A-share listed companies this year, ranking first in the nation, with a total of 709 A-share listed companies, including 114 on the Sci-Tech Innovation Board and 50 on the Beijing Stock Exchange [2] - The conference included discussions on how to effectively utilize capital market policies to promote high-quality industrial development, emphasizing the need for entrepreneurs to embrace innovation and for local governments to create a conducive market environment [3]