从全区范围看，风电装备制造产业已形成涵盖上游原材料、中游零部件、下游整机集成以及研发设计、 实验验证、风场运营维护、超限件运输服务、叶片回收利用等各环节的完整产业链，具备年产风电主机 9153万千瓦、叶片6450套、塔筒270万吨、发电机2850台、齿轮箱2400台、减速机2600台的生产能力。 下一步，内蒙古自治区工信厅将进一步强化产业布局，加快风电装备制造基地建设，围绕"链主"和头部 企业，加强产业链整合和供应链配套，不断提升区域配套能力，构建安全、稳定的产业链供应链体系， 推动自治区风电装备产业健康、良性发展。 近年来，内蒙古深入落实新能源开发和新能源装备一体化发展战略，加快建设包头、通辽两个风电装备 制造基地，依托明阳、龙马等"链主"企业开展"以商招商"，围绕产业链薄弱环节和空白领域，加快引育 关键零部件配套企业，推动产业集聚发展。目前，包头风电装备制造基地已涵盖主机、发电机、齿轮 箱、叶片、塔筒、变桨偏航、大型铸锻件及核心电气设备等多个环节，全市20余户零部件及后市场服务 企业纳入"链主"企业供应链体系，属地配套率达到85%以上;蒙东(通辽)高端重型基础装备制造产业基地 已初步形成以龙马集团、洛阳双 ...

1月7日，湘电股份盘中上涨2.06%，截至09:49，报16.35元/股，成交2.57亿元，换手率1.22%，总市值 241.29亿元。 资金流向方面，主力资金净流出816.15万元，特大单买入563.41万元，占比2.19%，卖出1612.87万元， 占比6.26%；大单买入4922.70万元，占比19.12%，卖出4689.39万元，占比18.21%。 湘电股份所属申万行业为：电力设备-电机Ⅱ-电机Ⅲ。所属概念板块包括：航母产业、低空经济、无人 机、军民融合、中盘等。 截至12月19日，湘电股份股东户数6.01万，较上期减少2.88%；人均流通股22047股，较上期增加 2.96%。2025年1月-9月，湘电股份实现营业收入36.91亿元，同比增长4.92%；归母净利润2.01亿元，同 比增长19.53%。 责任编辑：小浪快报 湘电股份今年以来股价涨3.61%，近5个交易日涨12.53%，近20日涨21.11%，近60日涨1.11%。 分红方面，湘电股份A股上市后累计派现4.74亿元。近三年，累计派现0.00元。 资料显示，湘潭电机股份有限公司位于湖南省湘潭市下摄司街302号，成立日期1999年12月26 ...

Core Viewpoint - The article emphasizes that March and April are critical months for B2B procurement in Russia, driven by climate, policy, and industry cycles, indicating a strong demand that cannot be easily substituted [3]. Group 1: Reasons for Procurement Peak - Climate warming leads to the resumption of outdoor projects, resulting in a surge in demand for construction materials and equipment [4]. - Government and enterprise procurement budgets are executed during this period, leading to high certainty and large orders [5]. - Buyers prepare inventory in advance for the peak season in the second half of the year, increasing the urgency to procure [6][7]. Group 2: Timeliness of Entry - It is still feasible to enter the market now, but immediate action is required to prepare for localization, including product translation and optimization for local platforms [9]. - Delaying until mid-April risks missing out on significant opportunities and losing market share to competitors [10]. Group 3: Key Categories for Focus - Construction materials are essential for infrastructure projects, including steel bars, cement, and waterproof membranes [11]. - Engineering machinery and parts, such as excavators and hydraulic components, have a high demand and price point [12]. - General machinery, including machine tools and generators, is a procurement hotspot [13]. - Hardware tools, like screwdrivers and drills, are stable in demand with high repurchase rates [14]. - Automotive parts are in high demand due to the aging vehicle fleet in Russia, especially for maintenance and repair [15]. Group 4: Competitive Strategy - Success in foreign trade with Russia hinges on preparation rather than price competition, with early localization and buyer engagement being crucial for securing orders [16].

探访潍坊综合保税区：链接全球 蓄势赋能 中新网潍坊12月31日电 (沈广安)站在"十四五"收官与"十五五"开局的历史交汇点，山东潍坊正朝着万亿 级城市迈进，勇挑发展大梁，努力成为山东打造北方地区经济重要增长极的重要支撑。作为山东省首家 国家级综合保税区，潍坊综合保税区(以下简称"潍坊综保区")锚定建成"千亿级外贸园区"目标，从主导 产业升级到新兴业态崛起，从改革创新突破到服务精准赋能，谱写高水平开放、高质量发展的新篇章。 产业支撑 铸就开放硬实力 企业的快速成长，离不开优质营商环境的滋养。综保区企业服务中心聚焦企业出口全周期、全链条、全 要素服务需求，实现外贸企业设立登记、海关备案、纳税服务等296项事项"一区受理、一站集成"，企 业准入准营、出口退税等时限大幅压减。外贸"一站式"集成服务模式，获评山东省深化"高效办成一件 事"改革暨优化营商环境最佳案例。 潍坊综合保税区是山东省首家国家级综合保税区。沈广安 摄 高水平的开放，离不开高能级产业的支撑。潍坊综保区立足"开放型产业集聚区"定位，以工业经济"头 号工程"为抓手，聚焦虚拟现实、汽车装备智能制造、新材料、进境粮油保税加工等核心产业，培育新 质生产力，引进 ...

Group 1 - Xiangtan Electric Manufacturing Company Limited (湘电股份) reported a stock price increase of 1.09%, reaching 14.84 CNY per share, with a trading volume of 248 million CNY and a turnover rate of 1.28%, resulting in a total market capitalization of 21.901 billion CNY [1] - The company, established on December 26, 1999, and listed on July 18, 2002, specializes in 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. It also develops and researches subway vehicles and hybrid vehicle drive systems [1] - The revenue composition of the company includes: motors at 53.05%, special products and spare parts at 41.74%, electrical control at 4.16%, and others at 1.04% [1] Group 2 - Among the top ten circulating shareholders of Xiangtan Electric, a fund under China Europe Fund, specifically the China Europe High-end Equipment Stock Initiation A (中欧高端装备股票发起A), entered the top ten in the third quarter, holding 9.5 million shares, which accounts for 0.72% of the circulating shares [2] - The China Europe High-end Equipment Stock Initiation A fund, established on November 14, 2022, has a latest scale of 322 million CNY and has achieved a year-to-date return of 24.21%, ranking 2348 out of 4189 in its category [2] - The fund manager, Li Shuai, has a tenure of 10 years and 161 days, with the fund's total asset size at 6.56 billion CNY. The best return during his tenure is 101.5%, while the worst is -28.26% [2] Group 3 - The China Europe High-end Equipment Stock Initiation A fund holds 9.5 million shares of Xiangtan Electric, representing 4.99% of the fund's net value, making it the seventh-largest holding [3] - The fund has realized a floating profit of approximately 1.52 million CNY from its investment in Xiangtan Electric [3]

Core Viewpoint - Tongda Power's stock price has shown a modest increase this year, with significant growth in recent trading days, indicating positive market sentiment and potential investment interest [2]. Group 1: Stock Performance - As of December 30, Tongda Power's stock price rose by 2.03% to 17.55 CNY per share, with a trading volume of 52.98 million CNY and a turnover rate of 1.89%, resulting in a total market capitalization of 2.898 billion CNY [1]. - Year-to-date, the stock price has increased by 2.87%, with a 6.04% rise over the last five trading days and a 3.36% increase over the last 20 days, while it has decreased by 3.89% over the last 60 days [2]. Group 2: Company Overview - Jiangsu Tongda Power Technology Co., Ltd. was established on June 24, 1988, and went public on April 28, 2011. The company specializes in the research, production, sales, and service of electric motors, generators, and rotor cores for new energy vehicles [2]. - The main business revenue composition includes: 77.19% from rotor stamping and cores, 8.04% from finished rotors, 7.90% from scrap sales, 5.05% from material trading, 1.48% from molds, and 0.34% from leasing [2]. Group 3: Financial Performance - For the period from January to September 2025, Tongda Power achieved operating revenue of 1.413 billion CNY, representing a year-on-year growth of 12.12%, and a net profit attributable to shareholders of 62.42 million CNY, which is a 41.24% increase compared to the previous year [2]. - Since its A-share listing, Tongda Power has distributed a total of 126 million CNY in dividends, with 28.56 million CNY distributed over the past three years [3]. Group 4: Shareholder Information - As of December 10, 2025, the number of shareholders of Tongda Power was 28,200, a decrease of 0.88% from the previous period, with an average of 5,737 circulating shares per shareholder, which is an increase of 0.89% [2]. - As of September 30, 2025, notable changes in institutional holdings include the exit of Baodao Growth Zhihang Stock A and Baodao Yuanhang Mixed A from the top ten circulating shareholders [3].

Core Viewpoint - Japan plans to officially launch an unprecedented investment initiative in the U.S. with a total commitment of up to $550 billion, focusing initially on energy cooperation projects [1][3]. Group 1: Investment Commitment - Japan's Ministry of Finance announced a provision of 7.18 trillion yen (approximately $65 billion) for low-interest loans and guarantees to support the $550 billion investment agreement with the U.S. [3]. - The investment commitment stems from a trade agreement reached in July, where Japan agreed to invest in key U.S. industries and technologies in exchange for reduced tariffs on Japanese automobiles and other products [3]. - All investments must be completed before the end of President Trump's term, but as of December, no specific projects have been finalized or announced [3]. Group 2: Energy Investment Focus - Energy investments are a primary focus, with up to $332 billion allocated for U.S. critical energy infrastructure, including $100 billion for nuclear reactor projects in collaboration with Toshiba, Mitsubishi, and Westinghouse [4]. - Additional investments include $25 billion for large power equipment infrastructure, aimed at enhancing the U.S. electrical grid and stability systems [4]. - Overall, investments related to power generation projects could total $387 billion [4]. Group 3: Financial Support and Pressure - Japanese financial institutions are experiencing increased pressure for guarantees, with historical highs in financing and loan guarantee support from government-backed financial institutions [7]. - The Japanese government plans to inject funds into trade insurance and international cooperation banks to support potential increases in U.S. investments and financing guarantees [7]. - The Ministry of Finance will allocate 3.61 trillion yen for low-interest loans and 3.53 trillion yen for government guarantees, with total investment and loan amounts reaching a record high of 8.58 trillion yen [7].

湘电股份今年以来股价涨18.42%，近5个交易日涨0.15%，近20日跌3.47%，近60日跌10.39%。 今年以来湘电股份已经1次登上龙虎榜，最近一次登上龙虎榜为11月7日，当日龙虎榜净买入-1.11亿 元；买入总计1.24亿元 ，占总成交额比6.73%；卖出总计2.35亿元 ，占总成交额比12.76%。 资料显示，湘潭电机股份有限公司位于湖南省湘潭市下摄司街302号，成立日期1999年12月26日，上市 日期2002年7月18日，公司主营业务涉及设计、生产、销售发电机、交直流电动机、特种电机、船用推 进系统、电气控制设备、机电一体化系统、变压器、互感器、风力发电设备;开发、研制地铁车辆及混 合动力汽车驱动系统。主营业务收入构成为：电机53.05%，特种产品及备件41.74%，电控4.16%，其他 (补充)1.04%。 12月23日，湘电股份盘中下跌2.05%，截至13:18，报13.37元/股，成交1.83亿元，换手率1.02%，总市值 197.31亿元。 资金流向方面，主力资金净流出3022.84万元，特大单买入514.34万元，占比2.81%，卖出1723.14万元， 占比9.43%；大单买入391 ...

12月19日，湘电股份盘中上涨2.08%，截至13:13，报13.73元/股，成交1.90亿元，换手率1.06%，总市值 202.62亿元。 资金流向方面，主力资金净流出1242.24万元，特大单买入2172.44万元，占比11.45%，卖出4316.29万 元，占比22.75%；大单买入3867.68万元，占比20.38%，卖出2966.06万元，占比15.63%。 湘电股份今年以来股价涨21.61%，近5个交易日跌4.59%，近20日涨0.37%，近60日跌8.59%。 机构持仓方面，截止2025年9月30日，湘电股份十大流通股东中，博时军工主题股票A（004698）位居 第五大流通股东，持股1869.69万股，持股数量较上期不变。申万宏源证券有限公司位居第六大流通股 东，持股1704.20万股，相比上期减少122.25万股。香港中央结算有限公司位居第七大流通股东，持股 1111.59万股，为新进股东。嘉实中证稀土产业ETF（516150）位居第八大流通股东，持股952.39万股， 为新进股东。中欧高端装备股票发起A（016847）位居第九大流通股东，持股950.00万股，为新进股 东。国泰中证军工ETF ...

截至9月30日，智慧农业股东户数12.69万，较上期减少12.36%；人均流通股11315股，较上期增加 14.11%。2025年1月-9月，智慧农业实现营业收入9.10亿元，同比减少18.90%；归母净利润1025.27万 元，同比减少67.15%。 今年以来智慧农业已经2次登上龙虎榜，最近一次登上龙虎榜为2月26日，当日龙虎榜净买入4380.01万 元；买入总计2.13亿元 ，占总成交额比10.75%；卖出总计1.69亿元 ，占总成交额比8.54%。 资料显示，江苏农华智慧农业科技股份有限公司位于江苏省盐城经济技术开发区希望大道南路58号，成 立日期1991年1月9日，上市日期1997年8月18日，公司主营业务涉及内燃机、发电机、电动机、水泵、 榨油机、农业机械制造。主营业务收入构成为：动力及终端产品64.22%，金属矿产品21.24%，零部件 13.22%，农业信息化及其他1.32%。 智慧农业所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：有色铜、机械、 农机、小金属、融资融券等。 12月19日，智慧农业盘中下跌2.05%，截至09:39，报3.35元/股，成交3828.69万元 ...