数据显示，中泰证券资管旗下1只基金重仓三环集团。中泰星锐景气成长混合A（018372）三季度持有 股数4.07万股，占基金净值比例为3%，位居第八大重仓股。根据测算，今日浮盈赚取约1.91万元。 中泰星锐景气成长混合A（018372）成立日期2023年7月18日，最新规模3035.84万。今年以来收益 25.83%，同类排名3615/8087；近一年收益23.91%，同类排名3654/8085；成立以来收益7.08%。 12月30日，三环集团涨1.02%，截至发稿，报46.57元/股，成交1.14亿元，换手率0.13%，总市值892.51 亿元。 资料显示，潮州三环(集团)股份有限公司位于广东省潮州市凤塘三环工业城内综合楼,香港铜锣湾勿地臣 街1号时代广场2座31楼，成立日期1992年12月10日，上市日期2014年12月3日，公司主营业务涉及电子 元件及其基础材料的研发、生产和销售。主营业务收入构成为：电子、通信元件及材料98.84%，其他 (补充)1.16%。 从基金十大重仓股角度 责任编辑：小浪快报 中泰星锐景气成长混合A（018372）基金经理为高兰君。 截至发稿，高兰君累计任职时间6年195天，现任 ...

两百多年间，制造业始终在全球范围内流动、重组、升级。它像一股持续移动的力量，从欧洲出发，横跨大西洋，又深度 进入亚洲，每一次转移都伴随着技术革命、制度变革与国家命运的更替。回望这条迁徙轨迹，我们看到的不只是"工厂换 了地方"，而是世界生产方式的不断重塑。如今，当智能制造与人工智能成为关键词，新一轮制造业变局正在酝酿。 蒸汽时代的起点：英国率先点燃工业引擎 18世纪末，英国率先完成从手工业向机器生产的跃迁。蒸汽机的广泛应用，使纺织、冶金、造船等行业实现规模化生产， 制造效率被前所未有地释放。 曼彻斯特的棉纺厂昼夜运转，英国布匹一度占据全球市场的绝对主导地位。制造业不仅支撑了国内经济，也成为海外扩张 的重要基础。可以说，工业革命让"制造能力"第一次成为国家实力的核心指标。 但优势并非永恒。随着成本上升、市场趋于饱和，英国逐渐失去制造领先地位，制造业开始寻找新的落脚点。 规模化时代：中国构建"世界工厂" 20世纪90年代以后，中国成为全球制造业迁移的最大承接者。改革开放释放的制度红利、庞大而稳定的劳动力供给，以及 日益完善的产业配套，使中国迅速形成完整制造体系。 沿海城市快速崛起，电子、纺织、机械、消费品制造高度集 ...

12月18日，2025泉州跨境电商供应链焕新大会正式启动。泉州发展集团供图 当天，政企学界代表携手发布《跨境电商出海倡议书》，倡议各方秉持共生共荣理念，加强产业链上下 游协同联动，构建安全韧性、高效协同的现代化产业生态，打造开放包容的跨境电商产业共同体。 来源：中国新闻网 12月18日，海外客商在2025泉州跨境电商供应链焕新大会上洽谈对接。泉州发展集团供图 中新网泉州12月18日电 (记者 孙虹)2025泉州跨境电商供应链焕新大会18日启动，来自中国、美国、巴 西、西班牙等多个国家和地区的海内外采购商、平台代表、行业专家在此共商供应链升级之道，共话跨 境出海新机遇。 在跨境电商领域，"七分靠选品，三分靠运营"是广为流传的成功法则。为切实破解选品难题，本次大会 深度整合泉州九大千亿产业集群与全市的优势资源，汇聚了鞋服、箱包、建材、卫浴、陶瓷、家居、电 子、户外、纺织、个护、母婴等全品类的"泉州优品"制造商。大会不仅集中展现了"泉州制造"的硬核实 力与创新成果，更通过联动晋江、石狮、丰泽等地打造的"泉州跨境产业会客厅"，为全球采购商提供了 高效、便捷的一站式选品平台。 作为侨乡泉州首个聚焦跨境电商供应链的专题大 ...

Core Insights - The 2025 Quanzhou Cross-Border E-Commerce Supply Chain Renewal Conference has commenced, gathering international buyers, platform representatives, and industry experts to discuss supply chain upgrades and new opportunities for cross-border expansion [1][3] Group 1: Event Overview - The conference features a diverse range of products including footwear, bags, building materials, sanitary ware, ceramics, home goods, electronics, outdoor gear, textiles, personal care, and maternal and infant products, showcasing "Quanzhou Quality" manufacturers [3] - The event aims to create a one-stop selection platform for global buyers, enhancing efficiency and convenience in sourcing [3] Group 2: Industry Significance - Quanzhou has established itself as a global supply chain center for footwear, textiles, and food industries, with products like men's and sportswear being particularly favored in the cross-border market [3] - The local government expresses intentions to leverage the conference to expand sales channels for "Quanzhou Quality" products and facilitate global market access for local manufacturers [3]

丨证券研究报告丨 固收资产配置丨点评报告 [Table_Title] 有色金属转债能否再起趋势性行情？ ——可转债周报 20251206 报告要点 [Table_Summary] 有色金属板块在 2020 年 10 月至 2021 年 11 月期间呈现持续超额收益，行情以 2021 年 6 月 为界分两阶段，后期转债与权益同步走强。当周权益端有色金属板块整体表现较好，而转债平 均剩余期限偏短，促转股意愿或较强，规模较 2021 年收缩，或可关注有色金属转债的后续行 情。当周 A 股整体偏强，创业板指相对突出，周期制造类行业表现较好，板块拥挤度变化有所 分化。可转债市场整体走强，中小盘表现较稳健，估值整体有所拉伸，成交集中在电力设备、 电子等板块。一级市场平稳推进，条款博弈有所延续，对估值结构或有扰动。 分析师及联系人 [Table_Author] 赵增辉 熊锋 朱承志 SAC：S0490524080003 SAC：S0490524120004 SFC：BVN394 SFC：BWI629 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 [Table_Title 有 ...

Core Points - Guangdong is launching an initiative to expand online sales channels for industrial products, focusing on connecting industrial clusters with e-commerce platforms and utilizing live-streaming sales through influencers [1][2] - The province aims to recruit 100 influencers to conduct 100 live-streaming sales events, with over 20 targeted production and sales matching activities planned by the end of the year [1][2] - Guangdong's industrial value added accounts for approximately 1/8 of the national total and over 30% of the province's GDP, with a strong manufacturing base across all 31 major categories [1] Group 1 - The initiative will involve collaboration between the provincial industrial and information technology department and 21 local city departments, various industrial clusters, leading e-commerce platforms, and well-known live-streaming agencies [1] - Local cities will select high-quality industrial products to enter mainstream e-commerce platforms, promoting favorable measures for Guangdong enterprises to enhance online sales [1] - The focus will be on promoting products from large-scale enterprises, manufacturing champions, and specialized "little giants" in key industries such as home appliances, electronics, automotive, apparel, beauty, home goods, and toys [1] Group 2 - The initiative will create an innovative model of "influencer + Guangdong business" with a main live-streaming room in Guangzhou and additional rooms in various local parks and enterprises [2] - The unified live-streaming promotional branding will be "Good Products, Made in Guangdong," aiming to establish a matrix of leading influencers and local supporters [2] - Since the fourth quarter, over 50 industrial product matching activities have been held, resulting in 937 cooperation intentions with a total intended amount exceeding 29.2 billion yuan [2]

Core Viewpoint - The company, Weili (300190), announced through its interactive platform that its subsidiary, Weili Energy, has established Jiangsu WeNeng Intelligent Cooling Technology Co., Ltd., which will focus on cooling and temperature control services for data centers [1] Group 1 - The new subsidiary will also pay attention to constant temperature and humidity services in industries such as electronics and pharmaceuticals due to the similarity in technical principles [1] - Currently, some projects in the data center business are still under negotiation, and the company will disclose any project developments in accordance with relevant regulations [1]

Group 1 - The core viewpoint of the article is that Weili (300190.SZ) is focusing on cooling and temperature control services for data centers through its subsidiary Weili Energy, which has established Jiangsu WeNeng Intelligent Cooling Technology Co., Ltd [1] - The company will also pay attention to constant temperature and humidity services in production workshops for industries such as electronics and pharmaceuticals, due to the similarity in technical principles [1]

于该期间，电子、电气元件买卖业务为本集团收益的主要来源，收益约为9800万港元，而去年同期则为 1亿港元，减少约2%。此次下跌主要归因于中国本地市场需求疲软，而需求疲软又受到消费者谨慎情绪 和市场竞争加剧的影响。然而，本集团着重提升营运效率和成本控制的策略性举措，有效缓解了收益下 滑带来的影响。 智通财经APP讯，万保刚集团(01213)发布截至2025年9月30日止6个月的中期业绩，该集团取得收益1.4 亿港元，同比减少7.32%;公司权益持有人应占亏损297.1万港元，同比减少40.4%;每股亏损1.5港仙，拟 派发中期股息每股0.0025港元。 ...

Core Insights - The Hubei Ezhou Huahu International Airport, Asia's first dedicated cargo airport, has seen a significant increase in import and export express shipments, totaling 1.14 million items from January to October, representing a year-on-year increase of 254.2% [1] Group 1: Operational Efficiency - The airport's operations have been enhanced by a 52-kilometer intelligent sorting line that operates at a speed of 2.7 meters per second, capable of processing 280,000 express items per hour, with individual items sorted in as little as 5 minutes [2] - Ezhou Customs has innovated the sorting process by integrating international and domestic express operations, improving processing efficiency by 30% through a "front sorting and back mixing" model for imports and a "front mixing and back sorting" model for exports [2][3] Group 2: Strategic Developments - The establishment of the "Chilean Fruit Logistics Hub" at the airport marks it as a key entry point for Chilean fruits into China, enhancing the airport's role in global supply chains [2] - Ezhou Customs has implemented a "7×24 hours" green channel for fresh products, allowing for real-time document review and expedited customs clearance, significantly reducing transit times for perishable goods like Chilean cherries to major cities [3] Group 3: Growth Metrics - Since its opening over three years ago, the airport has executed more than 70,000 cargo flights and handled over 2.4 million tons of cargo, with 61 domestic and 50 international cargo routes, covering over 170 countries and regions [3]