新能源汽车零部件
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坚持协调发展,促进城乡融合和区域联动
Ren Min Ri Bao· 2026-01-09 01:19
安徽省滁州市柳巷镇,检修人员在100多米的高空进行检修作业,确保"西电东送"特高压大动脉安 全稳定运行。宋卫星摄(影像中国) 四川省眉山市仁寿县举办的新农人电商培训班上,培训教师在指导学员。潘 帅摄(影像中国) 从广东省中山市眺望深中通道。刘国兴摄(影像中国) 区域协调发展是中国式现代化的内在要求。 习近平总书记强调,"只有实现了城乡、区域协调发展,国内大循环的空间才能更广阔、成色才能 更足。" 中央经济工作会议提出,"坚持协调发展,促进城乡融合和区域联动。" 数据来源:国家统计局等 各地区各部门深入贯彻落实习近平总书记重要讲话精神和中央经济工作会议精神,深入实施区域协 调发展战略、区域重大战略、主体功能区战略,发挥多重国家发展战略叠加优势,统筹推进以县城为重 要载体的城镇化建设和乡村全面振兴,加快构建优势互补、高质量发展的区域经济格局。 "硬联通""软联通"支撑重点城市群深度联动 俯瞰神州大地,在长三角,4小时车程内就能解决新能源汽车所有的配套零部件供应;在中部地 区,大通道大枢纽加快建设,量子科技、存储芯片、工程机械等产业势头强劲;在东北地区,统筹资源 型地区转型发展取得切实成效…… 中国经济发展新空间背 ...
坚持协调发展 促进城乡融合和区域联动——着力推进全年经济工作八大重点任务⑤(稳中求进、提质增效 实现“十五五”良好开局)
Ren Min Ri Bao· 2026-01-08 23:09
区域协调发展是中国式现代化的内在要求。 习近平总书记强调,"只有实现了城乡、区域协调发展,国内大循环的空间才能更广阔、成色才能更 足。" 中央经济工作会议提出,"坚持协调发展,促进城乡融合和区域联动。" 各地区各部门深入贯彻落实习近平总书记重要讲话精神和中央经济工作会议精神,深入实施区域协调发 展战略、区域重大战略、主体功能区战略,发挥多重国家发展战略叠加优势,统筹推进以县城为重要载 体的城镇化建设和乡村全面振兴,加快构建优势互补、高质量发展的区域经济格局。 "硬联通""软联通"支撑重点城市群深度联动 俯瞰神州大地,在长三角,4小时车程内就能解决新能源汽车所有的配套零部件供应;在中部地区,大 通道大枢纽加快建设,量子科技、存储芯片、工程机械等产业势头强劲;在东北地区,统筹资源型地区 转型发展取得切实成效…… 中国经济发展新空间背后,是一盘区域协调发展的大棋局。 "硬联通"加速推进。 一座座跨区域跨流域大通道,支撑起区域联动发展的"骨骼"。目前,京津冀、长三角、粤港澳大湾区等 区域已形成1至2小时交通圈,"6轴7廊8通道"国家综合立体交通网主骨架基本贯通,服务全国90%左右 的经济和人口总量……横连东西、纵贯南 ...
康尼机电:公司的转型升级旨在构建公司面向未来的核心竞争力
Zheng Quan Ri Bao Wang· 2026-01-07 12:41
证券日报网讯1月7日,康尼机电(603111)在互动平台回答投资者提问时表示,公司的转型升级旨在构 建公司面向未来的核心竞争力,主要从以下三方面协同推进:一是业务布局多元化:在巩固并增强轨道 交通主业"压舱石"地位的同时,持续发力新能源汽车零部件"第二增长曲线",并加速智能健康业务等新 兴业务的孵化与培育进程,丰富产品矩阵,扎实推进多元化发展战略;二是打造创新型研发体系,以集 团国家认定企业技术中心为依托,坚持以"技术驱动未来,创新引领发展"的核心指导思想,聚焦三大产 业以及新兴产业与未来产业,将集团技术中心打造成为突破关键核心技术、孕育孵化重大创新产品的战 略高地,不断赋能现有产业并采用灵活的体制机制培育和孵化新的产业,为集团打造新的经济增长极; 三是运营管理精细化,持续数智转型升级:持续优化数字化运营体系、集成产品开发(IPD)技术研发体 系、全价值链成本管控体系、卓越经营管理体系等,全面提升运营效率与质量,为业务发展持续赋能。 未来,公司将持续稳步推进转型升级相关工作,全面提升经营质量与盈利能力,与全体股东共享公司成 长红利。 ...
浩物股份:公司在深耕现有产品的同时,将积极拓展其他新能源汽车零部件产品
Zheng Quan Ri Bao Wang· 2026-01-06 14:11
Group 1 - The core viewpoint of the article is that Haowu Co., Ltd. (000757) is actively expanding its automotive parts business, particularly in the field of new energy vehicle components [1] Group 2 - The company plans to deepen its existing product offerings while also exploring new products in the new energy vehicle parts sector [1] - The expansion strategy will primarily involve independent research and development as well as external mergers and acquisitions [1]
浙商证券浙商早知道-20251229
ZHESHANG SECURITIES· 2025-12-28 23:30
Group 1: Company Overview - The report highlights Honghe Precision (300539) as a rising star in the drone industry, with a strategic business layout focusing on three key areas: smart home appliances, new energy vehicles, and drones/robots [4][5] - The company is recognized as a quality precision manufacturing enterprise, with stable growth in smart home appliances and high growth potential in new energy vehicles and drones [4] Group 2: Business Expansion - The drone business is expected to benefit from a global and full industry chain layout, allowing the company to quickly enter the low-altitude economy and mitigate geopolitical risks [4] - Key developments include a 30% stake in Ningbo Lion King to expand into unmanned aerial vehicles, increasing to a 53% controlling stake, and a 40% stake in a joint venture in Singapore for industrial-grade drones [4] - The company plans to invest 5 million yuan to increase its stake in Heqi Intelligent, which focuses on drone and core module product development and sales [4] Group 3: Robotics Business - The robotics segment shows high product and customer reusability, with potential extensions into the robotics field based on existing manufacturing capabilities [5] - The company has established a stable customer base with notable clients such as Xiaomi, Huawei, SAIC, Geely, and BYD, which may facilitate its expansion into robotics [5] Group 4: Financial Projections - The forecast for net profit attributable to shareholders is approximately 64 million yuan, 102 million yuan, and 146 million yuan for 2025-2027, representing year-on-year growth rates of 68%, 59%, and 43%, respectively, with a CAGR of 57% [5]
产业含金量含绿量双提升
Xin Lang Cai Jing· 2025-12-27 22:49
Core Viewpoint - The article highlights the transformation of the Guichi District in Chizhou, Anhui Province, focusing on the dual conversion of ecological and economic value in the renewable energy and environmental protection industries, showcasing significant advancements in green development. Group 1: Bamboo Industry - Anhui Hongye Group Co., Ltd. has innovatively transformed bamboo into over 170 products, with 70% of bamboo waste being converted into green steam and high-quality bamboo charcoal, increasing the value from 300 yuan per ton to a total output value of 4,000 yuan from 5 tons of bamboo waste [1] - The processed bamboo charcoal can further be refined into high-end biomass activated carbon, potentially doubling its value [1] Group 2: Traditional Industries Transformation - Traditional industries like copper and aluminum processing in Guichi are actively upgrading to reduce carbon emissions and enhance sustainability [2] - Anhui Jincheng New Materials Co., Ltd. has implemented a digital transformation in its production processes, utilizing IoT technology and big data to optimize energy management, leading to reduced energy consumption and strengthened green manufacturing advantages [2] - Jiuhua Mingkun Aluminum Industry has transitioned from traditional building aluminum profiles to high-end equipment manufacturing and materials for emerging industries, achieving over 50% utilization of solid waste [2] Group 3: Industrial Park Development - The Chizhou High-tech Zone, initially dominated by heavy industries, has shifted towards greener practices since its merger in 2018, supported by a 500 million yuan industrial guidance fund [3] - The Guizhou Metal Factory's project utilizes 150,000 tons of hazardous waste to produce 40,000 tons of high-purity zinc oxide, contributing to an annual output value of 320 million yuan and increasing the park's solid waste utilization rate to 98% [3] - Since 2018, the industrial landscape of the Chizhou High-tech Zone has transformed from "black" to "green," with one national-level green factory and seven provincial-level green factories established, aiming for recognition as a "national-level green industrial park" by 2024 [3]
安徽贵池—— 产业含金量含绿量双提升
Jing Ji Ri Bao· 2025-12-27 22:03
Group 1: Industry Transformation - The Guichi District of Chizhou City is leveraging local resources to promote the dual transformation of ecological and economic value in the new energy and environmental protection industries [1][3] - Traditional industries such as copper and aluminum processing are actively upgrading to reduce carbon emissions and enhance green practices [2][3] - The digital transformation in manufacturing is being emphasized, with companies utilizing IoT and big data for energy management and operational efficiency [2][3] Group 2: Company Innovations - Anhui Hongye Group is transforming bamboo waste into over 170 bamboo products, with 70% of bamboo shavings converted into green steam and high-quality bamboo charcoal, increasing the overall value to 4,000 yuan per ton [1] - Jinchi New Materials Co., Ltd. is recognized as a provincial "green factory," focusing on digital operations and energy monitoring systems to reduce energy consumption [2] - Jiuhua Mingkun Aluminum Industry has transitioned from traditional aluminum profiles to high-end manufacturing, achieving over 50% utilization of solid waste [2] Group 3: Environmental Impact - The Chizhou High-tech Zone has seen a shift from heavy industry to greener practices, with a significant increase in the recycling rate of industrial waste to 98% [3] - The zone has established a 500 million yuan industrial guidance fund to support technological upgrades and integrate supply chain finance [3] - The energy output rate in the Chizhou High-tech Zone has increased by 16% year-on-year, reflecting the deep integration of digital, intelligent, and green practices [3]
从珠三角“蛙跳”到“飞地经济”:106个省产业园撬动的转移红利
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-24 23:10
Core Viewpoint - The recent investment promotion conference in Dongguan marked a significant shift in Guangdong's industrial transfer strategy, moving from traditional policy-driven approaches to value creation through industrial parks, particularly the Dongguan-Jieyang industrial transfer platform, which has signed 21 projects with a total investment of 431 billion yuan [1] Group 1: Industrial Transfer and Economic Development - The Dongguan-Jieyang industrial transfer platform represents a key model for Guangdong's industrial parks, which have evolved from scattered locations to a comprehensive network, achieving an industrial output value exceeding 2 trillion yuan [1] - The industrial parks have seen an average annual growth of 10% in industrial added value and 15% in industrial investment over the past two years, significantly boosting local economic development [1] - By the end of 2024, over 50% of the 5,500 industrial enterprises in the region will be from the Pearl River Delta, indicating deep integration into the regional industrial system [1] Group 2: Flywheel Economy and Regional Integration - The introduction of "flywheel economy" has transformed rural areas into industrial clusters, facilitating the integration of cities like Heyuan, Meizhou, and Shantou into the Pearl River Delta's electronic information industry [2] - The Dongguan-Jieyang platform has also explored "reverse innovation zones," enhancing Jieyang's access to cutting-edge resources in the Greater Bay Area [3] - The establishment of the Dongguan-Jieyang Industrial Collaborative Innovation Center aims to create a full-chain collaborative system for technology development and commercialization [3] Group 3: Policy and Financial Support - Since 2022, Guangdong has actively promoted orderly industrial transfer to support the development of underdeveloped regions, establishing dynamic assessment mechanisms for industrial parks [4] - The province has allocated 5.3 billion yuan in special funds for parks, leveraging over 80 billion yuan in special bonds for development [4] - Guangdong's 15 main platforms have collectively undertaken 2,139 industrial transfer projects with a total investment exceeding 720 billion yuan [5] Group 4: Success Stories and Future Prospects - The Guangqing Industrial Park has achieved an industrial output value of nearly 120 billion yuan, showcasing the success of the flywheel economy model [5] - The Jiexi Industrial Park has attracted 64 enterprises, with a projected annual output value exceeding 10 billion yuan once fully operational [7] - The Meizhou Rongwan Industrial Park has successfully integrated world-class enterprises into its supply chain, enhancing the local automotive parts industry [8] Group 5: Systemic Changes and Collaborative Models - Guangdong's industrial parks are transitioning from isolated operations to a networked system, emphasizing inter-regional collaboration and resource sharing [9] - The new park construction will focus on distinctive features to avoid homogenization, fostering a cross-regional industrial ecosystem [9]
动力源:12月24日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-12-24 10:40
Group 1 - The core point of the article is that Dongliyuan (SH 600405) held its sixth meeting of the ninth board of directors on December 24, 2025, to discuss the adjustment of the audit committee members [1] - For the year 2024, the revenue composition of Dongliyuan is as follows: data communication accounts for 35.2%, power supply for 23.65%, comprehensive energy saving for 15.02%, new energy for 12.7%, and components for new energy vehicles for 9.91% [1] - As of the report date, Dongliyuan has a market capitalization of 3.2 billion yuan [1] Group 2 - The article mentions Yang Lingjiang's acquisition of a leading domestic winery stock, raising questions about whether 1919 will restart its listing [1] - Yang Lingjiang expresses urgency regarding the achievement of a 100 billion target, indicating a focus on growth and expansion [1]
回望“十四五” | 青岛市国资委党委书记、主任王孝芝:青岛国企研发经费“十四五”年均增长15%
Xin Lang Cai Jing· 2025-12-24 10:32
Tax Contribution - During the "14th Five-Year Plan" period, the total tax revenue from state-owned enterprises in Qingdao remained stable at over 14 billion, representing a 46.7% increase compared to the end of the "13th Five-Year Plan" [4][20]. Social Welfare - The construction of transportation hubs has accelerated, including the world's largest and longest underwater highway, the Jiaozhou Bay Second Tunnel, which is being advanced by Guoxin Group [4][23]. - The Jiaodong International Airport has won the Excellent Service Quality Award for airports with over 10 million passengers for the third consecutive year [4][23]. - Public transport improvements have enhanced travel experiences, with annual passenger volume exceeding 940 million [4][23]. - Infrastructure projects, such as the largest LNG receiving station in the country and the comprehensive renovation of old heating pipelines, have been implemented [4][23]. Industry Leadership - Seven enterprises, including Qingdao Beer, Aucma, and Haigang, have been cultivated as "chain leaders" in the food and beverage, smart home appliances, and high-end chemical industries [5][24]. Asset Management - The Qingdao State-owned Assets Supervision and Administration Commission has developed a three-year action plan to revitalize idle assets, establishing an asset ledger and guiding enterprises in formulating revitalization plans [25]. - A dual-driven platform has been created for asset revitalization, including an online cloud platform for asset management and a physical platform for market-driven operations [25][26]. Innovation and Digital Transformation - The Qingdao State-owned Assets Supervision and Administration Commission has implemented a special action plan to cultivate new productive forces, with R&D funding expected to exceed 3.3 billion by 2025, more than doubling from 2020 [28]. - A digital transformation action plan for state-owned enterprises has been established, significantly enhancing digital management capabilities in finance, investment, and procurement [29]. - Notable achievements include the establishment of the first "Lighthouse Factory" in the global beer and beverage industry by Qingdao Beer and the development of the first autonomous train operation system in the country by the Metro Group [29].