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决胜“十四五”|潍坊综保区进出口额突破七个百亿级关口
Sou Hu Cai Jing· 2025-10-10 19:55
虚拟现实全球智能制造基地项目 加速升级迭代,新型业态起势突破。搭建孵化培育、快速通关、展示展销三大平台,与山东大学共建全省首家跨境贸易研究院,eBay、亚马逊等头部企 业相继落户,"保税仓+海外仓"仓仓联动打通跨境贸易双向通道,潍坊进口商品购1万余种商品"嗨购全球",跨境电商进出口额实现跨越式增长、2024年突 破180亿元,"跨境电商+产业带"出口规模全省第1,汇达供应链成为全国前3的汽配类产品"大卖家",连续两年获评全省外贸新业态特色园区。 外贸综合服务专区 突出引育并重,主导产业乘势焕新。以歌尔电子为龙头的虚拟现实产业产值累计突破1000亿元,保税研发业务量全国第1,VR产品占全球中高端市场份额 80%以上;以美国500强德纳、行业"隐形冠军"佩特来为代表的汽车装备智能制造产业加速膨胀,发电机、起动机产品国内大型商用车市场占有率超 80%,新能源汽车电机产品80%以上远销欧美;圣和新材料主导制定国家行业标准,全区高新技术产业产值占比超90%,获评全省绿色工业园区,绿色低 碳高质量发展的底色更加鲜明。 齐鲁晚报·齐鲁壹点 王佳潼 王梦瑶 10月10日,潍坊市人民政府新闻办公室召开决胜"十四五" 谋篇"十五 ...
潍坊综保区进出口额突破七个百亿级关口
Qi Lu Wan Bao Wang· 2025-10-10 11:38
外贸综合服务专区 齐鲁晚报.齐鲁壹点王佳潼王梦瑶 10月10日,潍坊市人民政府新闻办公室召开决胜"十四五"谋篇"十五五"潍坊市推进高水平对外开放新闻发布会。记者在会上获悉,"十四五"以来,潍坊综 合保税区进出口额突破200亿元—800亿元7个百亿级关口,在全国综保区发展绩效评估中,2022—2024年连续3年居全国前10、全省第1,交出了一份质量 高、亮点多、成色足的"开放答卷"。 坚持创新驱动,外贸主业聚势跃升。国务院支持综保区"21条"、海关总署改革"23条"应落尽落,127项自贸区政策复制推广,活跃外贸企业数量突破400 家、实现翻番增长,进出口过亿元企业超120家,机电等高新技术产品进出口占比70%以上,2024年全区进出口额达856.9亿元,以不到全市1/1000的土地 面积贡献了1/4的进出口总量,高水平对外开放的动力活力更加强劲。 "潍坊进口商品购"展示展销中心 突出引育并重,主导产业乘势焕新。以歌尔电子为龙头的虚拟现实产业产值累计突破1000亿元,保税研发业务量全国第1,VR产品占全球中高端市场份额 80%以上;以美国500强德纳、行业"隐形冠军"佩特来为代表的汽车装备智能制造产业加速膨胀,发 ...
湘电股份股价涨5.66%,汇添富基金旗下1只基金重仓,持有18.45万股浮盈赚取15.87万元
Xin Lang Cai Jing· 2025-09-26 02:47
Core Viewpoint - Xiangdian Co., Ltd. has shown a significant stock price increase of 5.66% on September 26, reaching a price of 16.05 CNY per share, with a total market capitalization of 23.686 billion CNY [1] Group 1: Company Overview - Xiangdian Co., Ltd. is located in Xiangtan City, Hunan Province, and was established on December 26, 1999, with its stock listed on July 18, 2002 [1] - The company's main business includes the design, production, and sales of generators, AC and DC motors, special motors, marine propulsion systems, electrical control equipment, mechatronic systems, transformers, mutual inductors, and wind power generation equipment [1] - The revenue composition of the company is as follows: motors 53.05%, special motors 41.74%, electrical control 4.16%, and others 1.04% [1] Group 2: Fund Holdings - According to data, one fund under Huatai-PineBridge holds a significant position in Xiangdian Co., Ltd., specifically the Huatai-PineBridge Innovation Vitality Mixed A Fund (002419), which held 184,500 shares in the second quarter, accounting for 1.86% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 158,700 CNY on the current holdings [2] - The Huatai-PineBridge Innovation Vitality Mixed A Fund was established on April 19, 2016, with a current scale of 133 million CNY, achieving a year-to-date return of 28.91% and a one-year return of 48.74% [2]
国家粮食和储备局向广东调运中央应急抢险救灾物资支持做好防汛防台风工作
Zheng Quan Shi Bao Wang· 2025-09-23 23:40
Group 1 - The article reports on the mobilization of flood prevention materials by the National Grain and Reserves Administration in response to the needs of Guangdong Province for flood and typhoon prevention [1] - A total of 300,000 woven bags and 400,000 square meters of composite woven fabric were dispatched, along with emergency boats, generators, drainage pumps, and folding metal mesh boxes [1]
国家防总向广东调拨中央应急抢险救灾物资
Xin Jing Bao· 2025-09-23 23:29
Core Points - The National Flood Control and Drought Relief Headquarters, in response to a request from the Guangdong Provincial Flood Control, Drought Relief, and Typhoon Prevention Headquarters, has urgently allocated over 1,700 pieces of central emergency rescue and disaster relief materials to support Guangdong Province in flood and typhoon prevention efforts [1] Group 1 - The materials allocated include woven bags, composite woven fabric, folding metal mesh boxes, rescue boats, generators, drainage equipment, and lighting equipment [1]
绿田机械(605259):绿田机械分析师会议-20250923
Dong Jian Yan Bao· 2025-09-23 14:47
Group 1: Research Basic Information - The research object is Lutian Machinery, belonging to the general equipment industry, and the reception time was on September 23, 2025. The listed company's reception staff included the chairman and general manager Luo Changguo, the financial controller Chen Yumu, the board secretary Luo Zhengyu, and the independent director Jia Bin [16] Group 2: Detailed Research Institutions - The reception object is all investors participating online in the 2025 semi - annual performance briefing of Lutian Machinery (605259), and the reception object type is other [19] Group 3: Main Content Market Potential - High - pressure cleaning machines have broad market prospects and will develop towards specialization, diversification, integration, and intelligence. Wireless high - pressure cleaning machines have great market growth potential [24] Product Information - The company has the production capacity of large - scale generator sets for data centers and will supply according to orders [24] - The "Chuang T5 household wireless lithium - battery high - pressure car washer" supports Hongmeng Smart Connect, and the company will continue to promote product innovation [25] - In 2024, the company added energy storage products, mainly self - developed battery packs and energy storage inverters, which have entered the mass - production stage [25] - The company's self - developed small construction machinery products include road cutters, rollers, rammers, floor trowels, and concrete vibrators, and will be sold in both domestic and overseas markets [25] - The pump heads of the company's high - pressure cleaning machines are self - developed and produced, with high efficiency, long life, and energy - saving features [25] Production Capacity - The annual production capacity of the company's general power machinery products is 800,000 units, and that of high - pressure cleaning machines is 2.6 million units. The current capacity utilization rate is high, and there are sufficient on - hand orders [25] Brand and Market Strategy - As the leading enterprise in the domestic cleaning machine industry, the company promotes globalization with a trinity strategy and aims to build a world - class brand. It also aims to increase market value through performance growth and brand influence [27] New Product Development - The company will increase R & D investment, develop high - value - added new products, and focus on projects that can quickly meet market demand [28] Factory Construction - The new project with an annual output of 1.4 million general power machinery products is expected to complete the main project construction in the second half of 2025 and gradually release production capacity. The company has maintained a high dividend level, with a cash dividend ratio of 130.68% in the last three fiscal years [28][30] Company Performance - In 2024, the company achieved an operating income of 2.249 billion yuan, a year - on - year increase of 38.29%, and a net profit attributable to shareholders of 186 million yuan, a year - on - year increase of 3.44% [31]
美股异动|GE Vernova股价飙升5.46% 迎风电合作与数据中心需求双重利好
Xin Lang Cai Jing· 2025-09-22 22:45
来源:市场资讯 (来源:美股情报站) 近期,GE Vernova的股价表现抢眼,在9月22日上涨3.24%,连续两天实现上涨,总计涨幅达5.46%。此 次的市场表现吸引了不少投资者的关注,特别是在能源与工业设备领域的多方推动下,显得尤为突出。 在全球能源转型的大背景下,GE Vernova与Enertrag合作,为德国风电场提供7台6兆瓦涡轮机,并相继 在纽约和魁北克等地增资过亿美元,扩展发电机和水电设备产能。这一合作契机可望进一步增强其在可 再生能源领域的竞争力。 与此同时,北美的数据中心市场表现强劲,空置率降至历史低位,也为GE Vernova带来了新的增长点。 随着AI算力需求的急剧上升,Meta和OpenAI等科技公司增大对第三方云平台的依赖,从而促进了数据 中心的建设需求。GE Vernova在这一领域的布局和投资,正是顺应了市场需求,提供了技术和设备的支 持。 此外,全球多家跨国公司在电气设备和能源管理领域积极进行技术升级和产能扩张,GE Vernova通过在 工业设备和变压器领域的持续发力,显示出其在能源管理市场的持续投入和雄厚实力。电力设备市场的 增长,也为公司带来了新的发展机遇。 在众多利好 ...
2025东莞台博会达成采购意向超40亿元
Zhong Guo Xin Wen Wang· 2025-09-15 06:40
Core Insights - The 2025 Dongguan Taiwan Products Expo achieved a procurement intention of 4.01 billion yuan, with over 54.1 million participants and more than 7,000 buyers attending the event [1][2]. Group 1: Event Overview - The expo was co-hosted by the Taiwan Affairs Office of Guangdong Province, Dongguan Municipal Government, and the National Association of Taiwanese Investment Enterprises, aiming to promote cross-strait integration and high-quality development [2]. - The exhibition covered an area of 33,000 square meters, featuring eight themed pavilions, including artificial intelligence, youth innovation and entrepreneurship, and agricultural technology [2]. Group 2: Business Engagement - During the expo, strategic cooperation agreements were signed between Dongguan's Taiwanese business association and various Taiwanese and international organizations, resulting in significant on-site transactions exceeding 10 million yuan for several companies [4]. - The expo attracted 20 Taiwanese companies expressing intent to invest in Dongguan, with a total intended investment area of 85,000 square meters and an investment amount of 300 million yuan [4]. Group 3: Consumer Interest - The last two days of the expo saw a surge in consumer demand, with food vendors selling out quickly and certain products, such as wooden toys and Taiwanese snacks, experiencing high demand [4].
新工业周报:AI算力外溢催化云基建爆发,美国太空发展局通过SpaceX发射首批作战卫星-20250912
Haitong Securities International· 2025-09-12 13:32
Investment Rating - The report suggests a positive investment outlook for the nuclear power sector, particularly in relation to AI energy consumption, highlighting companies such as Entergy, Talen Energy, and Constellation Energy as key players [5]. Core Insights - The demand for AI computing is driving a significant boom in cloud infrastructure, benefiting service providers directly [9]. - The U.S. energy market is experiencing dynamic changes, with Conduit Power providing bridging power for ENGIE's battery sites in Texas and Google collaborating on long-duration energy storage projects [9]. - The report emphasizes the strong long-term demand for infrastructure construction in the U.S., particularly in the context of industrial resurgence and AI data center development [5]. Global Infrastructure and Construction Equipment - The explosive demand for AI computing is leading to increased reliance on cloud infrastructure services, with Oracle reporting a 54% year-on-year increase in cloud infrastructure revenue [9]. - Major cloud service providers are becoming critical in handling the overflow of AI workloads due to their flexible supply capabilities [9]. Global Electrical and Intelligent Equipment - The gas turbine price index in the U.S. increased by 4.43% year-on-year and 3.8% month-on-month as of July 2025, indicating a stable competitive landscape [11]. - The U.S. electricity demand forecast has been revised upwards, with expectations of a 15.8% increase by 2029, driven by industrial resurgence and AI data center growth [19][20]. Global Energy Industry - The NYMEX natural gas futures price was reported at $3.10 per million British thermal units, reflecting a week-on-week increase of 3.6% [3]. - The report highlights the expected balance in the natural gas market supply and demand as the global energy transition progresses [5]. Global New Materials - The report notes a 6% month-on-month increase in the global uranium spot price, indicating ongoing interest in nuclear energy as a stable power source for AI data centers [4]. Global Defense and Aerospace - The report suggests that the recovery of the aerospace industry and increased defense spending will benefit companies like BAE Systems and Raytheon Technologies [6]. Key Company Insights and Commentary - GE Vernova is investing significantly in expanding its generator manufacturing capacity to meet growing global electricity demand [39]. - Siemens Energy is also expanding its transformer manufacturing capabilities in response to the increasing global demand for energy transition solutions [39]. - The report highlights the collaboration between various companies in the nuclear sector, including KHNP and Centrus, to enhance low-enriched uranium supply and explore potential investments in the U.S. [44].
利好!三部门印发
Zheng Quan Shi Bao Wang· 2025-09-12 03:44
Core Viewpoint - The Ministry of Industry and Information Technology, the State Administration for Market Regulation, and the National Energy Administration have issued the "Power Equipment Industry Stabilization Growth Work Plan (2025-2026)", aiming to maintain steady growth in the power equipment sector and promote the integration of new energy technologies [1][2]. Group 1: Revenue and Growth Targets - The plan sets a target for traditional power equipment to achieve an average annual revenue growth rate of around 6% from 2025 to 2026 [1]. - The revenue of the national advanced manufacturing clusters in the power equipment sector is expected to grow at an average annual rate of 7%, while leading enterprises aim for a 10% average annual revenue growth [1]. Group 2: Demand Expansion and Project Development - The plan emphasizes expanding domestic effective demand by stabilizing power equipment needs through major energy projects [1]. - It includes initiatives to accelerate the development of large onshore wind and photovoltaic bases, promote orderly construction of offshore wind power, and advance distributed development of wind and solar energy [1]. Group 3: Green and Intelligent Transformation - The plan promotes the deep integration of new information technologies with power equipment, accelerating the green upgrade and transformation of equipment [2]. - It encourages enterprises in the power equipment sector to accelerate digital transformation and improve the efficiency of electric motors, transformers, and distribution equipment [2].