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中国馆海派非遗令观众驻足 多场经贸活动引来企业家关注 “上海日”压轴亮相大阪世博
Jie Fang Ri Bao· 2025-10-12 02:18
特派记者 吴丹璐 大阪世博会人潮涌动,中国馆上海日活动精彩纷呈。 昨天,2025大阪世博会中国馆迎来上海日主场活动。上海作为2010年世博会举办地,在本届世博会 中国馆系列活动中压轴亮相,兼具上海特色和创意融合的现场表演吸引了大批观众打卡。 世博搭台,经贸唱戏。以大阪世博会中国馆上海日活动为契机,在本次大阪世博会中国馆上海日之 前,上海代表团赴日举办了多场经贸交流活动,如"上海—关西经贸交流会""上海—京都企业家研讨 会"等,进一步深化上海与日本关西地区之间的友好交流与经贸合作。 "今天的活动就是起点。"Biome是一家从事生物多样性保护商业化运营的公司,Biome代表董事藤 木庄五郎对记者表示,其开发的生物多样性社交软件在日本有120万用户,十分期待找到合作伙伴开拓 在华业务。 为了便利日企在中国展业,在"上海—关西经贸交流会"中,上海市商务委、经信委、科委等单位, 围绕上海的绿色低碳、生物医药、高端制造等产业进行推介;在"上海—京都企业家研讨会"中,日企 (上海)中小企业国际产业园、闵行养老科技产业园等单位对各自投资环境进行推介。 不少日本企业家在活动现场对上海产业环境十分感兴趣,举起手机拍摄资料。临港新 ...
美国最想要的,欧盟笑着接手!稀土一车接一车,根本拉不完
Sou Hu Cai Jing· 2025-10-07 05:42
在与美国的关系紧张、欧盟发出抗议后,意外地,中国向欧盟提供了大量稀土资源,解决了他们的稀土 短缺问题。数据显示,欧盟一个月内从中国进口了2581吨稀土磁铁,比上个月增长了21%,缓解了该地 区稀土危机,令美国颇为嫉妒。 这场围绕稀土的争斗,已不再仅仅是加征关税的问题,而是关乎未来全球产业格局的大博弈。钕铁硼磁 体在多个高科技领域发挥着重要作用,比如新能源汽车电机、电风机、医疗设备和机器人等。中国控制 着全球92%的精炼产能和87%的加工技术,依靠这一垄断地位,西方国家的产业安全面临巨大压力。 欧盟驻华大使曾以取消高层访华为威胁,要求中国在30天内解决稀土出口问题,但中国并未因此让步, 结果显而易见。中国随即实施了两项关键举措:限制稀土技术人员出境,并加大反倾销措施,这使得欧 洲国家遭受了严重的经济冲击。稀土价格飙升,德国和宝马等公司陷入停产危机,欧洲高端制造业损失 高达45亿美元。与此同时,欧盟内中小企业的库存也仅能维持几周,迫使欧盟重新审视中国在稀土领域 的重要地位。 为了应对稀土危机,欧盟开始尝试改善与中国的关系,但与此同时,也加强了对美国的抗议,尤其在涉 及对俄罗斯的制裁问题上,欧盟与美国意见不合,并力 ...
高新技术“佼佼者”!5只筹码高度集中的绩优潜力股出炉
Zheng Quan Shi Bao· 2025-10-03 10:37
(原标题:高新技术"佼佼者"!5只筹码高度集中的绩优潜力股出炉) 高新技术企业在催生和壮大新质生产力过程中发挥着不可替代的支撑作用。目前,A股市场中,高新技 术企业占比已超六成。证券时报·数据宝从技术实力和二级市场等维度进行盘点,梳理出高新技术企业 中的"佼佼者"。 据数据宝统计,近一年来,由中原证券、中信建投、招商证券等62家券商机构研报覆盖公司中,属于科 技类、高端制造业且标题含有"技术领先""技术突破""打破垄断"等关键字词的高新技术企业共有130家 (统称"技术领先公司")。 根据券商研报的研究内容,上述130家公司中,有多家公司的核心技术有望打破垄断或聚焦关键产业, 据数据宝不完全梳理,这一类公司共有奕瑞科技、莱特光电、长阳科技等10家。 校对:吕久彪 从股东户数来看,这130家公司中,有11家最新股东户数较今年二季度末有所下降,4家公司下降幅度超 过10%,包括朗新集团、吉大正元、意华股份等。 结合机构一致预测数据来看,上述11家筹码集中公司中,股东户数下降幅度超过5%,且机构一致预测 2025年、2026年净利润增幅持续超过10%的公司仅有5家。 来源:人民财讯、数据宝 责编:万健祎 ...
广西举办四项核心活动 聚焦合规与协同赋能企业高质量发展
本报讯 (记者刘晓一)2025年金融教育宣传周期间,为落实资本市场相关政策要求,广西上市公司协 会在广西证监局指导下,于9月25日至9月26日在南宁集中举办四项核心活动,包括广西上市公司高管培 训会、"资本赋能+聚力前行"广西上市公司与专精特新企业高质量协同发展交流会、广西上市公司董秘 座谈会,以及协会第七届会员大会第二次会议。辖区38家上市公司、36家专精特新企业及4家中介机构 代表参会,广西证监局局长戴钦公、广西证监局副局长彭艳雯和公司监管处负责人分别在相关活动中讲 话,明确工作要求。 9月25日上午,以"法治素养与资本运作能力双提升"为主题的高管培训会率先开展,多位专家授课解读 政策与案例。戴钦公在培训中强调,广西上市公司需扛起资本市场"压舱石"、区域发展"动力源"、治理 环境"反射镜"三大使命,把握政策红利、产业特色、区位优势三大机遇,并提出四点要求:深耕主业对 接金融"五篇大文章"、善用资本市场工具推动并购重组与创新、严守合规底线、注重投资者回报,明 确"让并购重组成为高质量发展'助推器'"。 会员大会后,广西上市公司董秘座谈会召开,38家上市公司董秘围绕信息披露、投资者关系管理、舆情 危机应对、重 ...
扫描文物、纠正站姿……杭州黑科技如何实现“火眼金睛”?
Zhong Guo Xin Wen Wang· 2025-09-27 01:31
该企业技术支持工程师徐梓祥介绍,激光三维扫描仪不受工作环境束缚,无论是在狭小空间中,还是面 对庞然大物,都能随时随地展开3D测量,在扫描如深槽、流道等隐蔽部位时具有独特优势。由于扫描 精度高,即便是肉眼难以发现的细微裂缝也逃不过扫描仪的"火眼金睛"。 中新网杭州9月27日电(鲍梦妮)将一辆汽车扫描进电脑,需要多久?在浙江杭州,这个答案是3分钟,且 扫描精度高达0.02毫米,约等于头发丝直径的五分之一。 当下,浙江正致力于在以科技创新塑造发展新优势上走在前列。面向高端制造业的光学三维数字化扫 描,是实现智能制造"补链强链"、建设制造强国的关键技术,能够有效提升中高端制造的精度和品质。 外籍媒体 体验3D扫描。 鲍梦妮 摄 日前,缅甸国际广播电台主持人波波西达走进思看科技(杭州)股份有限公司,体验被"复刻"出3D"分 身"。随着扫描仪在其身边扫描,电脑同步呈现逼真的三维模型。"我们需要这样的技术去解决各种问 题,很神奇。"她说。 目前该企业多款产品已成功应用于中国空间站、C919大飞机等国家重大工程项目,以及三星堆遗址、 云冈石窟等文物数字化保护工程。"我们还参与中国与埃及联合开展的考古项目,用3D数字化技术扫描 ...
【宏观经济】一周要闻回顾(2025年9月17日-9月23日)
乘联分会· 2025-09-23 08:39
Core Viewpoint - The article highlights the growth in tax revenue and public budget income in China for the first eight months of 2025, indicating a stable economic recovery and increased activity in various sectors, particularly manufacturing and capital markets [2][3][4]. Tax Revenue Summary - Tax revenue for the first eight months of 2025 increased by 2% year-on-year, with significant growth observed in July and August [2][3]. - Major tax categories such as domestic value-added tax, domestic consumption tax, corporate income tax, and personal income tax all showed positive growth [2]. - Manufacturing and financial sectors contributed to a robust tax revenue increase, with high-end manufacturing sectors like railways, shipbuilding, and aerospace seeing tax revenue growth exceeding 30% [2][3]. Public Budget Income and Expenditure - The general public budget revenue for the first eight months reached 148,198 billion yuan, reflecting a year-on-year growth of 0.3% [4][6]. - Tax revenue accounted for 121,085 billion yuan, with a slight increase of 0.02%, while non-tax revenue was 27,113 billion yuan, growing by 1.5% [6]. - Central government budget revenue decreased by 1.7% to 64,268 billion yuan, while local government revenue increased by 1.8% to 83,930 billion yuan [6]. Key Tax Revenue Items - Domestic value-added tax amounted to 47,389 billion yuan, growing by 3.2% [7]. - Domestic consumption tax reached 11,523 billion yuan, with a growth of 2% [8]. - Corporate income tax totaled 31,477 billion yuan, showing a modest increase of 0.3% [9]. - Personal income tax grew significantly by 8.9%, totaling 10,547 billion yuan [10]. - Notably, securities transaction stamp duty surged by 81.7%, amounting to 1,187 billion yuan [15]. Government Fund Budget - Government fund budget revenue for the first eight months was 26,449 billion yuan, a decrease of 1.4% [33]. - Fund budget expenditure increased significantly by 30%, totaling 62,602 billion yuan [34]. Foreign Investment Overview - In the first eight months of 2025, foreign investment in China reached 506.58 billion yuan, with a decrease of 12.7% year-on-year [35][38]. - The manufacturing sector attracted 129.03 billion yuan, while the service sector received 366.19 billion yuan in foreign investment [38]. E-commerce Development - E-commerce in China continued to grow steadily, with online retail sales increasing by 9.6% in the first eight months [41]. - The growth in online sales of digital products was particularly strong, with smart wearables, computers, and mobile phones seeing increases of 25.2%, 23.7%, and 20.2% respectively [41]. - The article also notes the significant role of artificial intelligence in enhancing e-commerce operations and consumer engagement [41].
北京开展“京质贷”质量融资增信业务 助力企业融资
Zhong Guo Xin Wen Wang· 2025-09-23 06:07
北京开展"京质贷"质量融资增信业务 助力企业融资 广告等商务合作,请点击这里 据介绍,"京质贷"有四大特色,既能帮企业也能规范流程。一是定制化融资服务,企业质量信用高、有 质量管理认证、品牌响,就能拿到成本低、放款快的贷款,专门帮实体企业把质量做得更好;二是明 确"双向"实施范围,只要企业重视质量发展且在质量领域表现突出,均可申请。同时,鼓励符合条件、 具备服务能力的金融机构纳入合作名单,形成政企银协同格局;三是规范全流程管理,从申请受理、核 实材料,到放款、贷后跟踪,实现流程透明,市、区两级市场监管部门和银行各司其职,确保高效衔 接、规范运作;四是搭建质量要素清单,实现"信息共享"。依托国家企业信用信息公示系统,归集企业 质量信用、管理、品牌、基础、创新等五大类质量要素信息,实现与合作金融机构的数据共享,为信贷 审批提供精准依据。 本文为转载内容,授权事宜请联系原著作权人 该负责人介绍,针对北京企业技术密集、创新活跃的特点,已推出的"京质贷"相关产品突出三大优势。 一是"一户一策",根据企业质量表现和经营特性设计融资方案。二是"审批快",用大数据技术简化流 程,不用企业跑断腿,放款效率大大提高。三是强化贷后 ...
宏观点评:广义财政盼增量-20250922
CAITONG SECURITIES· 2025-09-22 10:15
Revenue and Expenditure Overview - From January to August 2025, general public budget revenue totaled CNY 14.82 trillion, a year-on-year increase of 0.3%[2] - General public budget expenditure for the same period reached CNY 17.93 trillion, with a year-on-year growth of 3.1%[2] - In August 2025, general public budget revenue was CNY 1.24 trillion, up 2.0% year-on-year, while expenditure was CNY 1.86 trillion, reflecting a 0.8% increase[4] Tax Revenue Insights - Tax revenue continues to outperform non-tax revenue, with August tax revenue growing by 3.4% year-on-year, marking five consecutive months of positive growth[5] - Manufacturing accounted for over 30% of total tax revenue, with a growth rate exceeding 5% in the first eight months of 2025[5] - Securities transaction stamp duty surged by 226% in August, driven by increased market activity, contributing significantly to tax revenue growth[8] Fiscal Pressure and Challenges - The fiscal data for August indicates mounting pressure, with weakened consumption impacting tax revenue and a declining real estate sector exacerbating fiscal income challenges[23] - Government fund revenue fell by 5.7% year-on-year in August, primarily due to a 5.8% drop in land transfer income[18] - Infrastructure spending remains weak, with related expenditures showing a significant decline of 13.2% when combined[13] Future Outlook and Policy Implications - The necessity for incremental policy measures is rising due to anticipated economic pressures and the nearing end of government bond issuance in the fourth quarter[23] - The potential for early utilization of next year's debt quota and the timing of policy financial tools will be critical in supporting economic stability[23]
税收回升、外资涌入、轻工焕新:多组数据勾勒中国经济稳健图景
Yang Shi Wang· 2025-09-20 06:50
Tax Revenue Growth - In the first eight months of the year, tax revenue collected by the tax authorities showed a positive growth of 2% year-on-year, with significant recovery in growth rates observed in July and August [3] - Manufacturing tax revenue increased by over 5% year-on-year, accounting for more than 30% of total tax revenue, highlighting its stabilizing role in the economy [3] - Major tax categories, including value-added tax, consumption tax, corporate income tax, and personal income tax, all maintained positive growth during this period [3] Foreign Exchange Market Activity - In August, the foreign exchange market in China remained active, with a total cross-border payment and receipt of $1.3 trillion, reflecting an 8% year-on-year increase [7] - There was a net inflow of $3.2 billion in cross-border funds, and banks recorded a surplus of $14.6 billion in foreign exchange sales and purchases [9] - The sustained net buying of domestic stocks and bonds by foreign investors indicates growing international confidence in China's capital market [9] Light Industry Growth Strategy - The newly released "Light Industry Stabilization and Growth Work Plan" aims to promote 300 upgraded and innovative products, focusing on traditional and emerging sectors [11] - The plan emphasizes the importance of expanding domestic demand and identifying new consumption growth points, with a target to stabilize the operational efficiency of key industries by 2025-2026 [11][13] - The strategy includes enhancing product quality and safety standards, with plans to revise 10 mandatory national standards and 300 industry standards annually [11][13]
【宏观】对非美出口韧性还会持续吗?——《见微知著》第二十七篇(赵格格/周可)
光大证券研究· 2025-09-20 00:06
Core Viewpoint - Since 2025, China's exports have maintained a strong growth rate despite increasing global trade uncertainties, primarily driven by high growth in non-US exports offsetting declines in exports to the US [4][5]. Group 1: Export Performance - From January to August 2025, China's exports remained robust, with ASEAN, Africa, and the EU being the main contributors, while the US was a significant drag [5]. - China's export products are increasingly concentrated in high-end manufacturing, with labor-intensive industries shifting from product exports to capacity relocation [5]. Group 2: Drivers of Non-US Export Growth - Transshipment trade is not the main reason for high export growth; since May 2024, China's exports to non-US regions have maintained a high year-on-year growth rate due to a combination of high global manufacturing activity and low year-on-year base [6]. - For the EU, the main driver of high export growth is the recovery in consumer spending, influenced by multiple interest rate cuts since June 2024, which positively impacted both corporate investment and consumer spending [6]. - In the ASEAN region, capacity relocation has driven growth in intermediate goods exports, particularly in consumer electronics, with significant contributions from electronic components [6]. - In Africa, comprehensive deepening of mineral industry cooperation and consumer demand has led to a 46.5% year-on-year increase in exports through foreign contracting projects, with high growth in machinery and consumer goods exports [7]. Group 3: Future Export Logic - Looking ahead, two main factors are expected to drive exports: competitive product advantages that can enhance China's import share in non-US regions, and a significant increase in global capital expenditure driven by various factors including developed countries' industrial policies and the recovery of global manufacturing PMI [8].