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面临全球经贸不确定性,我国外贸发展态势如何?商务部回应
Nan Fang Du Shi Bao· 2025-10-10 13:01
Core Viewpoint - China's foreign trade demonstrates strong resilience and vitality despite increasing protectionism and unilateralism in the global economy, attributed to the leadership of the central government and the proactive response of foreign trade enterprises [1][3] Group 1: Trade Performance - In the first eight months of this year, China's total goods import and export volume reached 29.6 trillion yuan, a year-on-year increase of 3.5%, with exports maintaining positive growth for six consecutive months [1][2] - The improvement in imports is supported by the recovery of domestic production and consumption [1] Group 2: Structural Optimization - The export of electromechanical products remains strong, accounting for over 60% of total exports, with high-tech and high-value-added products like integrated circuits, smart home devices, and industrial robots showing significant growth [2] - Private enterprises' import and export increased by 7.4%, representing 57.1% of total trade, highlighting their adaptability and innovation capabilities [2] - The development of new foreign trade models is progressing steadily, with the number of cross-border e-commerce pilot zones increasing to 178 and over 280 bonded maintenance projects established [2] Group 3: Green and Digital Transformation - The transition towards digitalization and green development in foreign trade is accelerating, with electric vehicles, wind power equipment, and energy storage products becoming key exports [2] - Efforts are being made to promote regulatory innovation, including the export of bio-aviation fuel to contribute to global green emissions reduction [2] Group 4: Open and Diverse Trade - In the first eight months, trade with countries involved in the Belt and Road Initiative grew by 5.4%, accounting for 51.7% of total trade, with significant increases in trade with ASEAN, Africa, and Latin America [2] - China is expanding its high-standard free trade network, having signed 23 free trade agreements with 30 countries and regions, significantly reducing trade costs among partners [2] - The country is also enhancing unilateral openness by implementing 100% zero-tariff measures for 53 African countries, allowing more trade partners to benefit from China's large market opportunities [2]
溯联股份:公司的储能产品属于液冷热管理技术路线
Zheng Quan Ri Bao Wang· 2025-10-10 11:44
证券日报网讯溯联股份(301397)10月10日在互动平台回答投资者提问时表示,公司的储能产品属于液 冷热管理技术路线,公司的流体管路及注塑零部件产品大量应用在新能源汽车热管理的液冷领域。公司 的储能业务客户既包括国内领先的电池制造企业,也包括知名的储能系统集成商。目前储能业务占收入 比例依然较低。 ...
崧盛股份:接受华富基金等投资者调研
Mei Ri Jing Ji Xin Wen· 2025-10-10 10:19
每经AI快讯,崧盛股份(SZ 301002,收盘价:37.75元)发布公告称,2025年10月9日15:00-16:00、 2025年10月10日15:00-16:00,崧盛股份接受华富基金等投资者调研,公司董事会秘书、财务负责人谭周 旦等人参与接待,并回答了投资者提出的问题。 2025年1至6月份,崧盛股份的营业收入构成为:LED驱动电源产品占比91.32%,储能产品占比6.92%, 其他业务占比1.76%。 截至发稿,崧盛股份市值为47亿元。 每经头条(nbdtoutiao)——天水麻辣烫、淄博烧烤、荣昌卤鹅⋯⋯"泼天流量"退去后,这些城市怎么 样了? (记者 王可然) ...
溯联股份(301397.SZ):目前储能业务占收入比例依然较低
Ge Long Hui A P P· 2025-10-10 06:41
格隆汇10月10日丨溯联股份(301397.SZ)在互动平台表示,公司的储能产品属于液冷热管理技术路线, 公司的流体管路及注塑零部件产品大量应用在新能源汽车热管理的液冷领域。公司的储能业务客户既包 括国内领先的电池制造企业,也包括知名的储能系统集成商。目前储能业务占收入比例依然较低。 ...
崧盛股份10月9日获融资买入1723.92万元,融资余额1.51亿元
Xin Lang Cai Jing· 2025-10-10 01:23
分红方面,崧盛股份A股上市后累计派现2.11亿元。近三年,累计派现7372.56万元。 责任编辑:小浪快报 融券方面,崧盛股份10月9日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量0.00股,融券余额0.00元,超过近一年90%分位水平,处于高位。 资料显示,深圳市崧盛电子股份有限公司位于广东省深圳市宝安区新桥街道新桥社区中心路233号鹏展 汇1栋1001,成立日期2011年7月8日,上市日期2021年6月7日,公司主营业务涉及中、大功率LED驱动 电源产品的研发、生产和销售业务。主营业务收入构成为:大功率LED驱动电源79.64%,中功率LED驱 动电源11.84%,储能产品6.93%,其他(补充)1.58%,小功率LED驱动电源0.01%。 截至9月20日,崧盛股份股东户数8843.00,较上期增加5.22%;人均流通股8291股,较上期减少4.96%。 2025年1月-6月,崧盛股份实现营业收入4.49亿元,同比增长3.69%;归母净利润-75.32万元,同比减少 104.28%。 10月9日,崧盛股份跌2.37%,成交额1.96亿元。两融数据显示,当日崧盛股 ...
【公告全知道】存储芯片+机器人+数字经济+CPO+先进封装+储能!高端存储芯片封测龙头主要客户之一是长鑫存储
财联社· 2025-10-09 16:00
《公告全知道》每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前 寻找到投资热点,防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ①存储芯片+机器人+数字经济+CPO+先进封装+储能!这家高端存储芯片封测龙头的主要客户之一是长鑫 存储;②固态电池+华为+低空经济+无人驾驶!这家公司与字节跳动旗下AI服务平台签署具身智能业务合 作协议;③机器人+光伏!公司与比亚迪开展战略合作为其提供储能所需产品,与头部人形机器人企业达 成合作并拥有订单。 前言 ...
新力量NewForce总第4871期
Company Analysis - Robinhood Markets (HOOD) shows strong asset growth, with total assets reaching $303.9 billion, a year-on-year increase of 112%[5] - The platform's net income and total assets have tripled over the past 12 months, with an adjusted EBITDA margin of 53%[6] - Robinhood has diversified its revenue streams, with nine core businesses each generating over $100 million in annualized revenue[7] Financial Performance - The target price for Robinhood has been raised to $158.00, reflecting a 15% potential upside from the current stock price of $136.72[8][11] - The company reported a nominal trading volume of approximately $206 billion and options contract volume of about 187 million, which supports its trading fee revenue[8] - For the fiscal year ending December 31, 2025, total revenue is projected to reach $4.136 billion, a 40.16% increase from the previous year[12] Risks - The company faces risks related to quarterly fluctuations in performance metrics and reliance on trading fee income, particularly from payment for order flow (PFOF), which may be subject to new regulations[9]
能源高质量发展专家谈丨从用电大国到电力强国的历史性跨越
国家能源局· 2025-10-05 05:16
绿色动能澎湃中国: 从用电大国到电力强国的历史性跨越 当 北部 原上巨大的风机与东海之滨绵延的光伏矩阵交相辉映,当西 部 牧民屋顶的分布式光伏点亮雪域高原的夜空,当特高压电网将清洁能源输送 到繁华都市的心脏 —— 中国能源转型的宏伟篇章,正以 " 两个 1/3" 的辉煌成就向世界宣告 : 每消耗三度电,就有一度源自清洁能源;中国发 电装机容量占据全球总量的三分之一。这是 " 十四五 " 能源画卷上最璀璨的色彩,更是新型电力系统从规模领先到质量飞跃的有力证明。 一、结构之变:能源体系由 "煤炭为主"向"多元清洁"的实质性跨越 煤炭消费比重降至 53.2% ,非化石能源消费占比 到 2024 年 攀升至 19.8% —— 这组数据背后,是一场静水深流的能源革命。截至 2025 年 7 月底,全国可再生能源装机规模达 21.7 亿千瓦,其中风电装机 5 .7 亿千瓦、光伏装机超过 11 亿千瓦(占全球总规模的近一半),较 " 十三五 " 末实现翻倍增长。非化石能源装机占比历史性突破 60% ,新能源发电装机规模首次超过煤电,正式成为电力供应的核心力量。 在多元能源供应体系构建中, 西部强省 四川依托水电优势发展绿氢 ...
晶科能源:各省机制电价竞标结果公布后,可能刺激光伏年终需求
Xin Lang Cai Jing· 2025-10-03 12:52
全球最大光伏组件供应商晶科能源(688223.SH)在近日举行的路演中对投资机构表示,由于上半年政 策窗口期抢装需求,下半年国内整体装机预期较上半年下降明显,终端收益率不确定导致部分项目推 迟。各省机制电价竞标结果公布后,可能刺激年终需求。 新能源电价机制改革落地过程中的收益率"迷雾",是数月以来抑制下游电站开发商投资潮减退的主因。 智通财经注意到,受抢装潮影响,今年4月、5月国内光伏新增装机量直线飙升。但在5月份创下 92.92GW、同比暴增388.03%的史上最高纪录之后,光伏新增装机出现连续骤降:6月份新增装机 14.36GW,同比下降38.45%,环比下降84.55%;7月份新增装机约11GW,同比降低 47.7%,创2025年 以来新低;8月份新增装机7.36GW,同比下降55.29%,环比下降33.33%。各地的机制电价竞价细则出 台之前,新能源投资在低谷徘徊。 正泰新能源董事长陆川此前曾对智通财经坦言,对于投资方而言,收益率的可预见性比产业链价格涨跌 更关键,"仅靠产能出清难以扭转光伏行业困局,现在需要更清晰的电价政策。"他向智通财经表示,如 果机制电价明确,哪怕很低,可以倒推出系统投资和可以接 ...
中国资产,昨夜爆发
Market Performance - The three major US stock indices reached new closing highs, with the Dow Jones up 0.17% at 46,519.72 points, the Nasdaq up 0.39% at 22,844.05 points, and the S&P 500 up 0.06% at 6,715.35 points [1][3][2] Individual Stocks - Tesla's stock fell over 5%, resulting in a market value loss of more than $75 billion, closing at $436 per share despite record delivery and production numbers [5][6] - Other notable movements included Meta and Broadcom rising over 1%, while Circle surged over 16% and Coinbase increased over 7% [5] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.06%, with most popular Chinese stocks experiencing gains, including Century Internet up over 4%, Alibaba, NIO, and Kingsoft up over 3% [8][1] Commodity Prices - International gold prices continued to rise, with London spot gold nearing $3,900 per ounce and COMEX gold futures surpassing $3,923 per ounce [12][10] - Goldman Sachs highlighted gold's appeal as a hedge against economic slowdown and market uncertainties, predicting further price increases due to strong interest from private investors [15]