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创新能力:自立自强有底气
Jing Ji Ri Bao· 2025-08-16 21:47
科技兴则民族兴,科技强则国家强。"十四五"时期,面对全球新一轮科技革命和产业变革带来的激烈竞 争,我国深入实施创新驱动发展战略,加快推进高水平科技自立自强,基础前沿研究实现新突破,战略 高技术领域迎来新跨越,科技体制改革打开新局面,新质生产力在实践中逐步形成并展示出对高质量发 展的强劲推动力、支撑力。 科技迈上新台阶 "'十四五'时期,我国科技创新基础性制度框架基本确立,国家创新体系整体效能不断提升,推动我国 科技事业不断迈上新台阶。"中国科学技术发展战略研究院科技与产业发展研究所所长陈志表示。 从研发投入看,我国把创新提高到前所未有的重要位置,2024年全社会研发经费投入规模比"十三五"时 期末增长近50%,增量达到1.2万亿元,研发投入强度提高到2.68%,接近OECD(经济合作与发展组 织)国家平均水平,企业研发投入占比超过77%。 从创新成果看,我国因地制宜发展新质生产力,推动科技创新和产业创新深度融合,创新从点状突破到 系统集成加速推进,站上了一个又一个"大国重器"的创新制高点。 仰望星空,中国空间站"天宫"全面建成并转入常态化运营,"嫦娥六号"从月背带回"土特产";俯瞰大 地,全球第一座第四代核电 ...
双双预计净利润翻倍!中国船舶、中国重工上半年业绩为“南北船”合并添彩头
Mei Ri Jing Ji Xin Wen· 2025-07-10 14:58
Core Viewpoint - Both China Shipbuilding (SH600150) and China State Shipbuilding Corporation (SH601989) are expected to report significant year-on-year growth in net profit for the first half of 2025, with China Shipbuilding's profit scale projected to be higher than that of China State Shipbuilding, while the latter's growth rate is anticipated to be faster [1][8]. Group 1: Profit Forecasts - China Shipbuilding anticipates a net profit of between 2.8 billion to 3.1 billion yuan, representing a year-on-year increase of 98.25% to 119.49% [8]. - China State Shipbuilding expects a net profit of between 1.5 billion to 1.8 billion yuan, with a year-on-year growth of 181.73% to 238.08% [8]. Group 2: Reasons for Profit Growth - The profit growth for China Shipbuilding is attributed to increased prices and quantities of delivered civil ships, along with effective cost control [8]. - China State Shipbuilding's profit increase is due to its ability to leverage the shipbuilding industry's development trends, enhance efficiency, and significantly increase the number of civil ship deliveries [9]. Group 3: Industry Trends and Strategic Moves - The shipbuilding industry is experiencing a positive development trend, with both companies optimizing their order structures and improving operational performance [9]. - China Shipbuilding is set to absorb high-quality assets from China State Shipbuilding, aiming to become the largest and most technologically advanced shipbuilding company in China [10]. - The company plans to enhance its deep-sea technology capabilities, which are expected to create new demands in exploration, communication, equipment, materials, and services [11]. Group 4: Future Goals - China Shipbuilding aims to achieve an operating revenue of 80.5 billion yuan in 2025, with specific targets including the completion of 89 civil ships and 270 repair ships [11]. - The company is focusing on high-demand ship types such as large LNG carriers and VLCCs, while also enhancing its capabilities in deep-sea equipment development [11].
新闻发布丨“十四五”成绩单来了!这场发布会信息量很大→
国家能源局· 2025-07-09 06:05
Economic Development - The economic strength of the country has significantly increased, with the total economic volume expected to reach around 140 trillion yuan this year, contributing approximately 30% to global economic growth [3][9] - The average economic growth rate over the past four years has been around 5.5%, demonstrating resilience against various risks and challenges [3][9] Innovation Drive - The "14th Five-Year Plan" emphasizes innovation, with R&D investment reaching a new high, increasing nearly 50% compared to the end of the "13th Five-Year Plan," amounting to 1.2 trillion yuan [4][5] - Major technological breakthroughs include the launch of the first domestically produced aircraft carrier and the first Chinese space station, showcasing advancements in various sectors [4][5] Green Development - The country has established the world's largest clean power generation system, with renewable energy generation capacity historically surpassing coal power [8][10] - The forest coverage rate has increased to over 25%, contributing to a significant portion of global greening efforts [7][8] Safety Assurance - The country has built the largest power infrastructure system globally, with installed capacity accounting for one-third of the world's total, ensuring energy security during peak demand periods [9][10] - The establishment of over 10 million acres of high-standard farmland has strengthened food security [9] Governance Efficiency - The business environment has improved significantly, with the number of private enterprises increasing by over 40% compared to the end of the "13th Five-Year Plan" [6] - The ability to mobilize resources and respond to emergencies has been enhanced, as demonstrated by rapid disaster response efforts [6] Social Welfare - The country has built the largest education, social security, and healthcare systems globally, with participation rates in basic insurance exceeding 95% [5] - The average life expectancy has reached 79 years, reflecting improvements in public health and welfare [5]
关注运输业产业集群建设
Hua Tai Qi Huo· 2025-06-26 04:57
Industry Overview Investment Rating The report does not mention the industry investment rating. Core View The report provides an overview of various industries, including production, service, upstream,中游, downstream, and market pricing, highlighting recent trends and developments in each sector. Summary by Category Production and Service Industries - Shanghai plans to build a world - class ship and offshore engineering equipment industrial cluster, aiming for an industry added - value of over 45 billion yuan by 2030 and a localisation rate of over 85% for large LNG carriers [1]. - The memory market, led by DDR4, is rapidly warming up, with DDR4 particle prices doubling in just two weeks [1]. - Six departments have issued a guidance on financial support for consumption, setting up a 500 - billion - yuan re - loan for service consumption and elderly care [1]. - Retirement pensions are exempt from personal income tax in Beijing [1]. Upstream - International oil prices decreased significantly compared to the previous day [2]. - Coal inventory in Qinhuangdao decreased [2]. - Egg prices have rebounded recently [2]. Midstream - The polyester operating rate declined, while the PX operating rate increased [3]. - The coal consumption of power plants dropped to a three - year low, and the power plant operating rate decreased [3]. Downstream - The sales of commercial housing in first - and second - tier cities have seasonally declined to a near - three - year low [4]. - The number of domestic flights has decreased cyclically [4]. Market Pricing - The credit spread of the entire industry has slightly declined recently [5]. Industry Credit Spread - The credit spreads of multiple industries, such as agriculture, forestry, animal husbandry and fishery, mining, and chemical industry, have declined this week [48]. Key Industry Price Indicators - The prices of various commodities, including agricultural products, metals, energy, and chemicals, have shown different trends, with some rising and some falling [49].
上海,重磅发布!万亿级产业迎利好
证券时报· 2025-06-25 07:56
Core Viewpoint - The article discusses the "Shanghai Marine Industry Development Plan (2025-2035)" draft, emphasizing the goal of establishing a world-class shipbuilding and marine engineering equipment industry cluster, with significant growth targets set for 2030 and 2035 [1][3][6]. Summary by Sections Marine Industry Development Goals - By 2030, the added value of the shipbuilding and marine engineering equipment industry is expected to exceed 45 billion yuan, with the localization rate of large LNG carriers reaching over 85% [1][6]. - By 2035, the added value is projected to exceed 70 billion yuan, establishing a leading and internationally influential world-class marine equipment industry cluster [6]. Economic Outlook - The OECD predicts that by 2030, the economic value of the ocean will surpass 3 trillion USD, equivalent to the fifth-largest economy globally [9]. - In China, the marine production value is expected to exceed 10 trillion yuan in 2024, with a year-on-year growth of 5.9%, accounting for 7.8% of GDP [9][10]. Innovation and Infrastructure - The draft proposes a comprehensive innovation initiative for emerging marine industries, focusing on core technology breakthroughs and the establishment of new marine digital infrastructure [5][6]. - Plans include the development of a marine intelligent equipment product matrix, promoting underwater robots and autonomous systems [6]. Policy and Support - The draft aims to enhance the marine regulatory policy framework and increase financial support for the marine industry [7]. - It suggests the establishment of a marine industry development group to coordinate the city's marine industry layout and development [7]. Emerging Industry Trends - The marine economy is seen as a driver for high-end and diversified industrial development, with significant growth in marine engineering equipment manufacturing and deep-sea technology [11][12]. - The government report highlights the importance of deep-sea technology, indicating a strategic focus on its development [11].
上海:到2030年,船舶与海 工装备产业增加值超450亿元
news flash· 2025-06-25 02:24
Core Insights - Shanghai's marine industry development plan aims for the shipbuilding and marine engineering equipment sector to exceed 45 billion yuan in added value by 2030 [1] - The localization rate of large LNG carriers is expected to increase to over 85% by 2030, indicating a significant push towards domestic production [1] - By 2035, the added value of the shipbuilding and marine engineering equipment industry is projected to surpass 70 billion yuan, establishing a world-class industrial cluster with strong international influence [1] Industry Development Goals - The plan outlines a vision for a world-class shipbuilding and marine engineering equipment industry system characterized by original technology and green intelligence by 2030 [1] - The comprehensive strength and international influence of the shipbuilding and marine engineering equipment industry cluster are targeted to be leading by 2035 [1]
上海:长兴岛船海装备产业规模到2027年将超1200亿元
news flash· 2025-06-20 23:59
Core Viewpoint - By 2027, the shipbuilding and marine engineering equipment industry in Changxing Island is expected to exceed 120 billion yuan, accounting for approximately 70% of the city's total [1] Group 1: Industry Development - The second China (Changxing Island) LNG Ship Industry Chain Development Conference announced the implementation plan for building a world-class modern shipbuilding base in Changxing Island from 2025 to 2027 [1] - The plan includes the construction of five world-class highlands, focusing on large LNG carriers, aircraft carriers, and large cruise ships as key projects [1] - The initiative aims to establish a world-class modern shipbuilding base that will lead Shanghai in creating an advanced manufacturing cluster for shipbuilding and marine engineering equipment [1]
研判2025!中国高技术船舶行业相关政策、行业现状及重点企业分析:首艘大型LNG船交付打破垄断,智能绿色技术推动中国船舶业跃升[图]
Chan Ye Xin Xi Wang· 2025-05-22 01:35
Industry Overview - The high-tech shipbuilding industry in China is projected to achieve sales revenue of 71.009 billion yuan in 2024, representing a year-on-year growth of 14.53% [1][14] - High-tech ships are characterized by advanced technology, special performance, and high added value, making them technology-intensive, labor-intensive, and capital-intensive [2][4] - The industry includes various types of ships such as transportation, engineering, scientific research, and special-purpose vessels [2] Industry Development History - The development of China's high-tech shipbuilding industry has gone through five stages: foundation (1949-1960), system improvement (1961-1978), technology introduction (1979-1999), rapid development (2000-2010), and high-quality development (2010-present) [4][5][6] - Significant milestones include the construction of China's first nuclear submarine in 1966 and the establishment of a complete shipbuilding industrial system by the late 1970s [4][5] Current Industry Status - In 2024, China's shipbuilding completion volume is expected to reach 48.18 million deadweight tons, with a year-on-year increase of 13.85% [11] - China holds a global market share of 55.7% in shipbuilding completion volume, 74.1% in new orders, and 63.1% in hand-held orders, showcasing its strong competitive position [11] - The delivery of high-tech ships, such as the first large LNG carrier "AL SHELILA," marks a significant breakthrough in the high-end shipbuilding sector [1][12][14] Key Enterprises - Major players in the industry include China Shipbuilding Group, Jiangnan Shipyard, and Shanghai Waigaoqiao Shipbuilding, which dominate in order volume and technological capabilities [16][18] - Private enterprises like Yangzijiang Shipbuilding have also made significant strides, with a focus on clean energy vessels and advanced manufacturing technologies [20] Industry Trends - The industry is accelerating its transition towards green and intelligent technologies, with a focus on low-carbon ship development and the integration of advanced technologies such as 5G and AI [9][22][23] - By 2024, new orders for green ships are expected to account for 78.5% of the international market share, reflecting a strong commitment to sustainability [22] - The integration of high-end manufacturing and global supply chain collaboration is reshaping the competitive landscape, with China capturing 74.1% of global high-tech ship orders [24]