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吸睛又吸金,粤港澳大湾区的引力法则是什么?
南方财经记者郭莎 伍素文 广州报道 累计签约项目3645个、达成投资贸易金额7万亿元,超百亿元项目92个,投资项目整体开工率 88.1%……过去三年,粤港澳大湾区全球招商大会交出一份沉甸甸的"成绩单",验证了这片投资热土的 超级吸引力和承接项目的高效执行力。 11月3日,2025粤港澳大湾区全球招商大会将于在广州举办。南方财经记者从2025粤港澳大湾区全球招 商大会新闻发布会上获悉,今年大会将更加聚焦品牌提质、产业创新与区域协同,进一步加强与欧美日 韩等发达国家和中东、东盟等新兴市场国家的投资贸易合作。 据悉,本届大会获得全球工商界高度关注,多家世界500强企业"明星企业阵容"将出席。截至10月21 日,来自世界500强和行业龙头企业代表共450多人确认参会,包括中国区副总裁以上级别的跨国公司代 表63位。 另一方面,以大招商牵引大发展,自2022年起由粤港澳三地政府联合举办的粤港澳大湾区全球招商大 会,已成为大湾区招商的"金字招牌",推动商脉人脉在此汇聚。 据广东省商务厅厅长张劲松介绍,前三届招商大会累计吸引了465家世界500强企业、171位中国区副总 裁级别以上的企业高管参会,包括全球总裁7位、全球副总 ...
城记 | 江浙沪皖2025百强企业榜单密集出炉,多维透视长三角经济活力
Xin Hua Cai Jing· 2025-10-17 10:18
新华财经上海10月17日电 (谷青竹) 百强企业榜单作为区域经济活力的"晴雨表"与发展质量的"成绩 单",始终是观察区域经济生态的核心窗口。近期,上海、江苏、浙江、安徽相继发布2025年企业百强 系列榜单,用各地企业的成长轨迹勾勒出长三角"各扬所长、协同共进"的经济生态图景。 从整体规模来看,三省一市企业均呈现出稳健增长态势。其中,浙江和上海的百强企业营收总额已连续 3年站稳10万亿元台阶,2024年分别达到11.14万亿元和10.03万亿元。与之匹配的是两地丰富的千亿元营 收企业储备——浙江共有33家企业营收突破千亿元,榜首企业阿里巴巴(9963.47亿元)距万亿门槛仅 一步之遥;上海则拥有24家营收过千亿元企业,拼多多和美团首次跻身上海十强企业行列,成为上海现 代服务业增长的新标杆。 (文章来源:新华财经) 浙江民营经济底色浓厚,共有78家民营企业(新增2家)上榜百强,占据引领经济增长的核心主导地 位。这种格局的形成,与浙江长期以来重视民营经济发展,营造宽松公平的市场环境密不可分。此外, 制造业依旧是浙江的经济支柱,制造业占百强企业收入总额的63.39%。 新兴产业则已成为引领上海民营百强的龙头企业,其对 ...
衡阳喜上云竹科技有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-10-14 07:15
Core Viewpoint - Hengyang Xishang Yunzhu Technology Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various sectors including new materials, bamboo products, and renewable energy technology [1] Company Overview - The company is legally represented by Wei Changyi and has a registered capital of 1 million RMB [1] - The business scope includes general projects such as new materials technology promotion, bamboo product manufacturing and sales, furniture manufacturing and sales, and intelligent basic manufacturing equipment manufacturing [1] Industry Focus - The company is involved in high-performance fiber and composite materials manufacturing and sales, as well as machinery equipment research and development [1] - It also engages in the production and sales of daily consumer goods and chemical products (excluding licensed chemical products) [1] - The company offers services in solar power technology, emerging energy technology research and development, and energy management contracts [1] Licensing and Regulatory Compliance - The company is authorized to conduct power generation, transmission, and distribution businesses, subject to approval from relevant authorities [1] - It operates under the principle of conducting business activities independently based on its business license, except for projects requiring legal approval [1]
聚焦“最前沿”!岭南科技创新论坛举行
Shen Zhen Shang Bao· 2025-09-22 14:43
Group 1 - The "Lingnan Science and Technology Innovation Forum" was held from September 19 to 22 in multiple cities including Guangzhou, Shenzhen, Dongguan, and Jiangmen, focusing on the theme "Technology Empowerment for New Self-Reliance" [1] - The main forum featured discussions on cutting-edge global technology trends, aiming to enhance high-quality technology supply and promote interdisciplinary collaboration [1] - The "Artificial Intelligence + Big Data Innovation Development" parallel forum concentrated on the integration of AI and big data, addressing topics such as smart network systems, data privacy protection, and the cultivation of young tech talents [1] Group 2 - The "2025 Guangdong-Hong Kong-Macao Quantum Technology Forum" parallel forum aimed to strengthen collaboration among universities and research institutions in quantum physics and technology, promoting research and academic exchanges [1] - Additional parallel forums included topics such as AI application security in cyberspace, future materials development in Guangdong, and innovative technologies in medical devices [2]
把握AI与新材料“双核”主升浪,看看南方基金这两款产品
Xin Lang Cai Jing· 2025-09-18 04:39
Group 1: AI Sector Insights - The AI sector, particularly the ChiNext AI Index, is becoming a significant indicator of the AI wave, with a cumulative increase of approximately 145.52% from August 23, 2024, to August 22, 2025, compared to a 32.14% increase in the CSI 300 Index [2] - Key components of the ChiNext AI Index include leading companies such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, with the top ten stocks accounting for about 53.83% of the index weight [2] - The strong performance of the index is driven by the rapid growth of core stocks, particularly the three leading optical module companies, which have seen significant price increases in the past month [2][3] Group 2: Company Performance - Zhongji Xuchuang expects a net profit of 3.6 billion to 4.4 billion yuan for the first half of 2025, representing a year-on-year growth of 52.64% to 86.57% [3] - Xinyi Sheng anticipates a net profit of 3.7 billion to 4.2 billion yuan for the same period, with a staggering year-on-year increase of 327.68% to 385.47% [3] - The performance of these companies reflects the direct benefits of the global AI industry boom and highlights a clear value path driven by large models and core hardware [3][4] Group 3: New Materials Sector Insights - The Shanghai Stock Exchange's New Materials Index symbolizes the depth of China's advanced manufacturing and is a key indicator of the country's "hard technology" self-sufficiency progress, with a cumulative increase of about 80.51% from August 23, 2024, to August 22, 2025 [5] - The index includes key players in various strategic fields, such as Hu Silicon Industry in semiconductor materials and Tian Nai Technology in new energy battery materials, showcasing a broad coverage of critical areas supporting China's industrial upgrade [5][6] - The performance of the New Materials Index is expected to continue benefiting from the ongoing trends of industrial upgrades and domestic substitution [5][7] Group 4: Future Outlook - The period from 2025 to 2030 is seen as crucial for China's new materials industry, transitioning from "catching up" to "keeping pace" and even "leading" in some areas, with major companies moving towards large-scale production [7] - Emerging technologies such as third-generation semiconductors and commercial aerospace are anticipated to open new growth points for the industry [7] - The New Materials Index is positioned to benefit from both current domestic substitution trends and the long-term rise of China's advanced manufacturing supply chain [7][8] Group 5: Investment Opportunities - Investors are encouraged to consider the Southern Fund's ChiNext AI ETF (159382) and the Sci-Tech Materials ETF (588160) as they track the respective indices, providing a convenient and transparent investment channel for core "hard technology" assets in China [9]
Jiangsu-Germany Dialogue 2025 Concludes in Changzhou, China
Globenewswire· 2025-09-15 17:00
Group 1 - The Jiangsu-Germany Dialogue 2025 focused on low-carbon economy and green transition, gathering representatives from Chinese and German enterprises to explore cooperation avenues [1][4] - Changzhou has a solid industrial foundation with five industrial clusters each exceeding 100 billion yuan, particularly in high-end equipment, new energy, and new materials [4] - The scale of Changzhou's new energy industry surpassed 850 billion yuan in 2024, ranking among the top in China and providing broad cooperation space for enterprises [4] Group 2 - The Sino-German (Changzhou) Innovation Industry Park has attracted over 70 enterprises from German-speaking regions, with total investment exceeding 2.3 billion euros [5] - Changzhou and Germany have established 7 pairs of sister cities and strengthened exchanges through student and faculty programs, enhancing bilateral cooperation [6] - The Jiangsu-Germany Dialogue has become a key platform for promoting bilateral cooperation, emphasizing the potential of the Chinese market and the importance of integrating into local supply chains [7]
茂名旭品新材料科技有限公司成立 注册资本30万人民币
Sou Hu Cai Jing· 2025-08-27 07:30
Core Viewpoint - Recently, Maoming Xupin New Materials Technology Co., Ltd. was established with a registered capital of 300,000 RMB, indicating a new player in the new materials sector [1] Company Summary - The registered capital of Maoming Xupin New Materials Technology Co., Ltd. is 300,000 RMB [1] - The company’s business scope includes engineering and technology research and experimental development, processing of building stones, sales of building materials, daily glass products, technical glass products, hardware products, plastic products, new ceramic materials, building ceramic products, sanitary ceramic products, sanitary ware, and import and export of goods and technology [1]
“通缩” 过度。“反内卷” 初步成效- “Deflation” is excessive. Initial results of “Anti-involution”
2025-08-14 02:44
Summary of Key Points from the Conference Call Industry Overview - The focus is on the Chinese economy, particularly regarding deflationary trends and government policies aimed at stimulating demand and consumption [2][4][5]. Core Insights and Arguments 1. **Deflationary Trends**: - The term "deflation" is considered excessive in the context of China, with the Consumer Price Index (CPI) showing no change year-over-year in July, surpassing the median forecast of -0.1% [5][6]. - Food CPI decreased by 1.6% year-over-year, primarily due to base effects, while Energy CPI fell by 4.3% year-over-year, indicating a narrowing decline from 6.1% in May [5]. - The Producer Price Index (PPI) was down 3.6% year-over-year in July, marking the weakest performance since July 2023 [6]. 2. **Housing Market Challenges**: - Beijing's municipal government has removed limits on the number of properties eligible households can buy in suburban areas, but the impact is expected to be marginal [8]. - The central government is likely to oppose moves that would divert housing demand from other cities, maintaining purchase restrictions in major cities like Beijing, Shanghai, and Shenzhen [9][10]. 3. **Government Support for Births and Consumption**: - The government has introduced childcare subsidies of 3,600 yuan (approximately $500) per year for children under three and waived kindergarten fees for the final pre-school year [11][12]. - These measures are seen as experimental, with the effectiveness of further fiscal transfers to reduce child-rearing costs still uncertain [12][13]. 4. **PBoC's Strategic Support**: - The People's Bank of China (PBoC) has released guidance on financing support for new-type industrialization, highlighting key industries for prioritized financing, including integrated circuits, medical equipment, and new energy [14][15]. - This guidance may serve as a preview for the upcoming 15th Five-Year Plan draft [14]. 5. **Stablecoins and Regulatory Environment**: - The Chinese government has ordered a halt on the promotion of stablecoins, reflecting its control-oriented approach to financial regulation [16][17]. - The E-CNY is expected to remain the preferred option for the government, despite challenges in wider acceptance [17]. 6. **Geopolitical Context**: - A phone call between Xi Jinping and Vladimir Putin occurred during Xi's vacation, indicating the urgency of discussions regarding U.S. tariffs and potential negotiations with Trump [19][20]. - The dynamics within BRICS are highlighted, with Trump reportedly attempting to create divisions among member states, particularly targeting India [22][23]. Additional Important Points - The report emphasizes the need for the government to balance local housing affordability with broader economic strategies [9][10]. - The effectiveness of government measures to stimulate births and consumption remains in question, with concerns about their actual impact on the economy [12][13]. - The PBoC's focus on specific industries for financing support indicates a strategic shift towards fostering innovation and technological advancement in China [14][15].
惠州市九次方长盈科技有限公司成立 注册资本100万人民币
Sou Hu Cai Jing· 2025-08-12 06:13
Core Insights - Recently, Huizhou Jiucifang Changying Technology Co., Ltd. was established with a registered capital of 1 million RMB [1] - The company's business scope includes general projects such as new material technology promotion services, new material technology research and development, sales of plastic products, sales of packaging materials and products, sales of paper products, sales of ecological environment materials, and various technical services [1] Company Overview - The registered capital of Huizhou Jiucifang Changying Technology Co., Ltd. is 1 million RMB [1] - The company is involved in multiple sectors including new materials, plastics, packaging, and ecological materials [1] Business Activities - The company offers a range of services including technology services, development, consulting, communication, transfer, and promotion, excluding projects that require legal approval [1] - The operational activities are conducted independently based on the business license [1]
湖南湘江新区“强链补链”赋能新材料 技术突围塑产业新局
Zhong Guo Xin Wen Wang· 2025-07-23 09:01
Core Insights - The article highlights the development of the new materials industry in Hunan Xiangjiang New Area, showcasing technological breakthroughs and the establishment of a billion-dollar industry cluster [1][6]. Group 1: Technological Advancements - BASF Shanshan Battery Materials Co., Ltd. has launched the H95A ultra-high nickel cathode material, providing a new battery solution for low-altitude economic scenarios, demonstrating strong market competitiveness in sectors like drones and power tools [1]. - Hunan Boxiang New Materials Co., Ltd. secured a billion-level order for its core product, PMI foam, indicating its strong market position and technological capabilities [3]. - Xiangjiang New Area has seen nearly 10 new technologies fill industry gaps or overcome technical bottlenecks, including high thermal conductivity asphalt carbon fiber technology and high-performance titanium strips [4]. Group 2: R&D and Innovation Support - The Xiangjiang New Area has prioritized the new materials industry, providing support through electricity subsidies, financial services, and talent recruitment, with a research and development investment intensity of 9.5% [6]. - Over 70 provincial-level innovation platforms have been established in the new materials sector, including national key laboratories and engineering research centers [6]. - Boxiang New Materials has nearly 40 patents and has established a large-scale production base, while Daili New Materials has over 90 patents and exports products to over 100 well-known companies globally [6][7]. Group 3: Collaborative Development - The Xiangjiang New Area is exploring new cross-domain development models, including the establishment of a new precision manufacturing industrial base to address technological challenges in aerospace and new energy vehicles, with a total investment exceeding 10 billion yuan [9]. - The establishment of the Xiangjiang New Area New Materials Industry Chain Chief Engineer Association aims to facilitate communication and collaboration among industry professionals [9]. Group 4: Industry Impact - The new materials industry in Xiangjiang New Area is characterized by leading companies in hard materials, special metal materials, and carbon-based materials, contributing to advancements in various sectors including aerospace and healthcare [10]. - The region's innovative ecosystem and robust industrial cluster are driving the new materials industry towards higher value chains, positioning Xiangjiang New Area as a core hub for global R&D [10].