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内容概要：飞机零部件较多，近九成零部件或材料能被回收再利用，其中最有利用价值的飞机零部件包 括发动机、起落架、电子设备、作动筒等部件，经检测认证后的飞机零部件可重新回到航材市场。规范 的飞机拆解可提高飞机零部件的利用价值，降低航空企业运营成本。近年来，随着我国航空旅行需求迅 速反弹，推动了飞机的维修需求，加之原始设备制造商（OEM）的原厂供应链紧张，价格较高，这直 接推动航空公司和其他运营商对二手零部件的需求，飞机拆解业务量不断增加。此外，中国飞机拆解行 业技术水平不断提高，自动化、智能化拆解技术逐渐普及，有效提高了生产效率和产品质量，降低了人 工成本，使得企业能够处理更多的退役飞机，推动了行业市场规模的扩大。2024年中国飞机拆解行业市 场规模达到89.57亿元，同比上涨5.3%。 相关上市企业：海特高新（002023）等。 相关企业：东方航空技术有限公司、广州飞机维修工程有限公司、大新华飞机维修服务有限公司、中龙 欧飞飞机维修工程有限公司、贝迪克凌云(宜昌)飞机维修工程有限公司、厦门太古飞机工程有限公司、 华夏飞机维修工程有限公司、禧佑源航空科技集团有限公司、四川赛福威飞机维修服务有限公司等。 关键词：飞 ...

Core Viewpoint - The narrative surrounding China's investment in Brazil for soybean cultivation, which claims to harm the rainforest and global climate, is often driven by vested interests rather than environmental concerns [1] Group 1: Historical Context - Over 20 years ago, China's soybean industry was weak, suffering significant losses during the first soybean "trade war," leading to the closure of 90% of domestic soybean processing enterprises [4] - By 2025, U.S. soybean stocks began to accumulate, with 30 million tons unsold, as China shifted away from reliance on U.S. imports due to historical price volatility and inflation concerns [5] Group 2: Investment in Brazil - In 2010, Chongqing Grain Group invested nearly 6 billion in Brazil, acquiring over 3 million acres for a full supply chain in soybean production, storage, and transportation [7] - Following criticism from Western nations regarding environmental impacts, China adapted its strategy to collaborate with local firms rather than direct land purchases, with COFCO Group taking over in 2014 to control logistics and processing [7] Group 3: Economic and Political Gains - The successful strategy not only met China's soybean demand but also facilitated trade in renminbi, enhancing foreign exchange stability and promoting the internationalization of the currency [8] - Brazil has increasingly aligned its diplomatic stance with China, evidenced by investments from Chinese companies and the presence of Chinese automotive and technology firms in Brazil [8] Group 4: Global Strategy - China's approach in Brazil has been replicated globally, with partnerships in Southeast Asia and Africa, focusing on resource cooperation and infrastructure development, further stabilizing resource supply and promoting renminbi usage [10] Group 5: Strategic Vision - The evolution of China's soybean industry from reactive measures to a comprehensive global strategy reflects 20 years of strategic foresight, breaking U.S. dominance in the global food market and establishing a self-sufficient supply chain [12]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 美国商务部暂未回应置评请求。 当被问及相关细节时，白宫发言人库什·德赛回应称，美国不能依赖外国进口来获取对国家和经济安全 至关重要的半导体产品。 "特朗普政府正采取细致、多方面的策略，通过关税、减税、放松监管和充足能源供应，推动关键制造 业回流美国本土。"他说。 据报道，若该计划得以实施，将表明特朗普政府正寻求对从牙刷到笔记本电脑等各类消费品施加影响。 在努力扩大美国制造业规模的同时，这一举措可能会推高通胀。 保守派智库、美国企业研究所的经济学家迈克尔·斯特莱恩表示："目前美国正面临通胀问题，通胀率明 显高于美联储目标（通胀率2%）且仍在上升，而该计划可能会在此时推高消费品价格。" 他补充道，由于生产这些商品所需的关键投入品被征收新关税，即便美国本土生产的产品也可能会涨 价。 4月25日，上海车展，英特尔第一代软件定义车载SoC参考设计。 视觉中国 【文/观察者网 柳白】路透社9月26日引述三名消息人士的话称，特朗普政府正考虑根据每台外国电子 设备中芯片的数量对其征收关税，试图推动企业将制造业转移至美国。 报道称，这是该计划首次被披露， ...

人民财讯9月24日电，企查查APP显示，近日，智元机器人关联公司上海智元新创技术有限公司"一种更 新三维地图的方法、存储介质、电子设备、程序产品及机器人"专利获授权。企查查专利摘要显示，本 申请涉及机器人技术领域，可以仅对当前时刻需要更新的区域进行更新，以减少三维地图更新的计算 量。 ...

Group 1 - A new company named Baoding Shuoan Machinery Co., Ltd. has been established with a registered capital of 100,000 RMB [1] - The legal representative of the company is Qiao Xingru [1] - The company's business scope includes sales and leasing of machinery and equipment, maintenance of electronic and mechanical equipment, and various sales related to agricultural, fishery, and livestock machinery [1] Group 2 - The company is involved in the sales of metal products, instruments, office equipment, and smart agricultural machinery [1] - It also engages in the sales of construction materials, electrical equipment, and various specialized machinery for agriculture, forestry, animal husbandry, and fishery [1] - The company is permitted to operate independently within the scope of its business license, excluding projects that require approval [1]

Group 1 - The core argument is that the likelihood of the US and EU jointly imposing high tariffs on China is low due to the significant economic repercussions they would face domestically [1][10][11] - China's manufacturing sector holds a dominant position globally, accounting for approximately 33% of global manufacturing output, which is about $5.7 trillion, surpassing both the US and EU individually [3][4] - Historical context shows that previous tariff increases led to significant market reactions, with the US stock market declining and China’s stock market rebounding, indicating the interconnectedness of their economies [4][6] Group 2 - The internal conflicts between the US and EU complicate their ability to unite against China, as evidenced by the EU's dissatisfaction with trade agreements that favor the US [6][8] - Both the US and EU rely heavily on Chinese goods, with overlapping demand for key products, making it difficult to find alternative suppliers [8][9] - The ongoing high inflation in the US and EU poses a significant risk; imposing tariffs could exacerbate inflation, leading to public discontent and political repercussions [10][11] Group 3 - China's strong relationships with ASEAN and other regions provide it with a robust economic backing, contrasting with the US and EU's interdependent and often conflicting relationship [7][8] - The time required to rebuild manufacturing capabilities in the US and EU means they are not prepared to sever ties with China, as establishing new production facilities takes years [9][10]

Group 1 - The core message highlights Chengdu's efforts to enhance its international trade capabilities and support local enterprises in expanding overseas through the establishment of a comprehensive service center for outbound enterprises [1][2][3] - Chengdu's import and export volume reached nearly 500 billion yuan with a year-on-year growth of 6.8% in the first seven months of this year, showcasing its pivotal role in the province's foreign trade [2] - The city has seen a significant increase in foreign direct investment (FDI), amounting to 9.5 billion USD, which is a 9.2% increase year-on-year and accounts for 72.5% of the province's total [2] Group 2 - The establishment of the Chengdu Enterprise "Going Out" Professional Service Alliance and the "Open Chengdu" overseas partner program aims to facilitate better connections between local enterprises and international markets [3][4] - Chengdu's international logistics network has expanded significantly, with 81 regular international and regional cargo routes, making it a key hub in the Midwest region [7][8] - The city has implemented six major actions under the "Rongpin Going Out" initiative to provide comprehensive support for enterprises, including export subsidies and market expansion [8]

Group 1 - The core idea of the news is the establishment of a comprehensive service center for enterprises going abroad in Chengdu, aimed at enhancing the city's global trade capabilities and supporting local businesses in their international expansion [1][3][8] - Chengdu's foreign trade has shown significant growth, with imports and exports reaching nearly 500 billion yuan in the first seven months of the year, marking a 6.8% year-on-year increase [3][10] - The city has seen a 9.2% increase in foreign direct investment (FDI), totaling 9.5 billion USD, which accounts for 72.5% of the province's total FDI [3][10] Group 2 - The cross-border e-commerce transaction volume in Chengdu exceeded 80 billion yuan in the first half of the year, reflecting a 150% year-on-year growth, indicating a shift from scale expansion to quality improvement in "Chengdu products going abroad" [6][10] - The establishment of the Chengdu Enterprise "Going Out" Professional Service Alliance and the first batch of "Open Chengdu" overseas partners demonstrates the city's commitment to facilitating international market access for local businesses [7][10] - Chengdu's logistics network has expanded significantly, with 81 international and regional cargo routes, ranking first in the central and western regions, and achieving a 22.7% year-on-year increase in cargo throughput [10][11][13] Group 3 - The city is actively enhancing its open economy by implementing policies that support enterprises in their international endeavors, including export subsidies and market expansion initiatives [13] - Chengdu's international rail freight services have diversified, connecting to 126 foreign cities and promoting a smooth international logistics network [11][13] - The local government is focused on attracting global supply chain enterprises and international consulting firms to establish a presence in Chengdu, further promoting the city's international trade capabilities [13]

CPI Insights - In August 2025, the CPI decreased by 0.4% year-on-year, down from 0% in the previous month, and below the market expectation of -0.2%[2] - The core CPI rose by 0.9% year-on-year, slightly up from 0.8% in the previous month, indicating a continuous recovery over four months[2] - Food prices significantly impacted the CPI, with a year-on-year decline of 4.3% in August, compared to -1.6% in July[4] PPI Insights - The PPI year-on-year decline narrowed to 2.9% in August from 3.6% in July, aligning with market expectations[2] - The PPI month-on-month change was stable at 0%, improving from a decline of 0.2% in the previous month[2] - The "anti-involution" policy has led to a stabilization in prices for coal, steel, and new energy vehicles, contributing to the PPI's upward trend[8] Future Outlook - The CPI is expected to return to positive growth in Q4 2025 as high base effects diminish and pig production capacity management continues[3] - The PPI is anticipated to gradually recover, although the process may be slow due to a weaker demand environment compared to 2015-2016[11] - The overall supply-demand balance in industries is expected to improve, indicating that the worst phase for PPI has likely passed[11]