证券研究报告 | 北交所定期报告 | | --- | hyzqdatemark 2025 年 07 月 07 日 证券分析师 赵昊 SAC：S1350524110004 zhaohao@huayuanstock.com 万枭 SAC：S1350524100001 wanxiao@huayuanstock.com 中央财经委定调推进海洋经济高质量发展，关注北交所深海经济产业链企业 ——北交所科技成长产业跟踪第三十三期（20250706） 投资要点： 风险提示：宏观经济环境变动风险、市场竞争风险、资料统计误差风险。 请务必仔细阅读正文之后的评级说明和重要声明 联系人 深海科技首次现身政府工作报告，2024 年全国海洋生产总值 10.54 万亿元（yoy+5.9%）。中共中央总 书记、国家主席、中央军委主席、中央财经委员会主任习近平于 2025 年 7 月 1 日上午主持召开中央财经 委员会第六次会议，研究纵深推进全国统一大市场建设、海洋经济高质量发展等问题。2025 年《政府工 作报告》提出"开展新技术新产品新场景大规模应用示范行动，推动商业航天、低空经济、深海科技等 新兴产业安全健康发展"。2024 年全国海洋 ...

在古城工业园区，红竹科技的智能化生产线正将竹屑转化为竹纤维制品。"反馈的招工问题得到快速解 决，顺利投产后，我们还与5000余户竹农签订保价收购协议，户均年增收超3000元。"红竹科技企业负 责人介绍。 此前，园区营商环境"监督哨"收集到红竹科技企业有关招工难的问题诉求后，直报至该市纪委监委。市 纪委监委通过跟踪督办，督促工业园区和企业帮扶单位挖掘"属地劳动力资源"，帮助企业解决招工难 题。 为保障林业资金廉洁高效使用，井冈山市纪委监委从群众反映的"公益林补助款被挪用"问题入手，对近 年案件查办、信访举报、监督检查等发现的问题线索大起底，整合片区协作、"室组地"监督力量，坚决 斩断伸向竹产业的"黑手"，查处天保林补助款挪用案件17起，追回资金16.85万元。 与此同时，该市纪委监委将竹产业监督纳入营商环境监督重点，聚焦项目实施、政策落实、技术帮扶、 行政审批等环节，组建督查小组深入竹加工企业、示范园区开展监督。2025年以来，依托工业园区营商 环境"监督哨"，实现竹企业发展问题"投诉—督办—整改—反馈"闭环管理，有效解决企业急难愁盼问题 20余件。 仲夏时节，位于罗霄山脉深处的江西省井冈山市茅坪镇神山村，在青 ...

Group 1 - The core viewpoint of the articles emphasizes the integration of party organization and innovation in driving the development of Jilin Chemical Fiber Group, showcasing how grassroots party organizations contribute to technological advancements and operational efficiency [1][2][3] - Jilin Chemical Fiber Group has implemented an automated production line that significantly reduces labor costs by 50% and increases per capita production efficiency by 30%, achieving advanced levels of industry automation [1] - The company has a history of over 60 years and focuses on high-quality development through strong party leadership, which has led to breakthroughs in key technologies and successful transformation and upgrading of its operations [2] Group 2 - The company has established a robust production base for high-quality artificial silk, acrylic fiber, and bamboo fiber, while also making continuous advancements in new materials, particularly in the production of 3K carbon fiber for high-end applications [2] - Under the leadership of party branches, the carbon fiber division has developed 124 measures to improve production efficiency and reduce energy consumption, resulting in increased product demand and market competitiveness [2] - Each party branch within the company is tasked with innovation projects, ensuring that all employees are engaged in enhancing innovation awareness and capabilities, effectively translating political and organizational advantages into business development advantages [3]

"江西山水真吾邦，白沙翠竹石底江"，东坡先生苏轼曾这样盛赞江西，流露对江西的青山绿水、江河翠竹的偏爱。 江西自然条件优越、气候温和湿润，是全球竹类植物分布中心之一，竹资源丰富、竹文化深厚。 地处赣西北的宜丰县，是首批 "中国十大竹乡" 之一，毛竹林面积达87.2万亩，万竿翠竹浩瀚似海，连绵起伏的绿浪从山脚一直蔓延向云 端。 宜丰县活立竹蓄积量约1.2亿根，居全国第三、江西省首位。 近年来，宜丰县依托竹资源优势加快转化为发展优势形成集毛竹种植、晾晒、加工、销售于一体的竹产业链。 竹海环抱的古阳寨梯田。宜丰县委宣传部供图 毛竹林。江西省林业局 供图 一片翠竹，一头连着生态环境，一头连着共同富裕。今天，我们一起走进宜丰，看其如何化生态"高颜值"为发展"生产力"，做好"竹"产业 发展的文章？ 形成产业集群 竹制品跨境"出海" 走进江西宜丰县工业园区省级全竹科创产业园，一根根毛竹被加工成车厢底板、全竹家具、竹纤维饭盒、竹炭……各类竹制品不仅在国内 备受欢迎，更是远销海外。 据介绍，依托跨境电商平台，江西仙龙日用工艺品有限公司将竹木制品销往欧洲、美国和日本的大型商超，其中鞋撑出口量达500万只。 近年来，以竹代塑、以竹代 ...

Group 1 - The introduction of policies such as the draft law to promote the private economy and the establishment of a financing coordination mechanism for small and micro enterprises is enhancing the business environment and providing policy support for the high-quality development of private enterprises [1] - In the first quarter of 2025, 1.979 million new private enterprises were established nationwide, representing a year-on-year growth of 7.1%, exceeding the average growth rate of the past three years, indicating strong resilience in the development of private enterprises and individual businesses in China [1] - Shanghai Pudong Development Bank (SPDB) is committed to serving the real economy by increasing credit investment and improving service quality to stimulate the vitality of private enterprises [1] Group 2 - In Zhengzhou, the center of the national frozen food industry, Xinnian Foods is leveraging consumer demand and product innovation to create a technology-enabled path for fresh food [2] - The cold chain food industry is one of the 28 key industrial chains in Henan, with over 30 large-scale enterprises in Zhengzhou by the end of 2024, and the frozen food sector holds over 60% market share nationally [2] - Xinnian Foods has achieved a 90% mechanization level in production, transitioning from traditional manufacturing to intelligent manufacturing, which requires significant investment in supply chain management [4] Group 3 - SPDB has provided over 300 million yuan in funding to Xinnian Foods to support production equipment upgrades and raw material procurement, ensuring efficient and stable operation of production lines [4] - SPDB has customized supply chain financing services for Xinnian Foods, providing over 1 billion yuan in credit to more than 20 upstream suppliers and promoting the construction of local industrial clusters [5] Group 4 - Sichuan Huanlong New Materials Co., Ltd. specializes in the research, production, and sales of bamboo fiber bio-based materials and has received recognition as a "green factory" [6][8] - Huanlong's bamboo fiber products, such as the Banbu brand, aim to provide high-quality, environmentally friendly materials, contributing to rural revitalization and farmer income [8] - SPDB has supported Huanlong with 7 million yuan in funding during its transformation phase and continues to strengthen cooperation to support the company's growth and intelligent transformation [8] Group 5 - Zhejiang Haishide Food Co., Ltd. focuses on the processing of aquatic products and has established a close partnership with SPDB since 2013, receiving 5 million yuan in microloans to support its R&D efforts [12] - Haishide's products, including various seafood items, are exported, generating over 18 million USD in foreign exchange [12] - SPDB plans to expand its services to aquatic enterprises, including cross-border trade and supply chain business, to facilitate the transition from a single fishery economy to a comprehensive industrial chain economy in Zhoushan [12] Group 6 - The resilience and innovative capacity of private enterprises in China are evident, with financial institutions playing a crucial role in supporting their high-quality development [13] - SPDB aims to continue innovating service models to provide more precise and efficient financial support to private enterprises, contributing to the growth of the private economy [13]

Core Viewpoint - The bamboo industry in Sichuan is being positioned as a strategic resource to drive green development and transformation, with financial support from Industrial Bank Chengdu Branch facilitating this growth [1][3]. Group 1: Industry Development - The Sichuan bamboo industry has been integrated into the "10+3" modern agricultural system, with a goal to establish "China's Bamboo Capital" in Yibin City, focusing on a full industrial chain from bamboo cultivation to deep processing and carbon trading [3]. - The bamboo forest in Yibin, covering over 44 square kilometers, absorbs more than one million tons of CO2 annually, contributing to the city's dual carbon goals [3]. - The bamboo industry in Qingshen County is thriving, with over 1.08 million acres of bamboo forests and an annual output value exceeding 9 billion yuan, producing over 3,000 bamboo products [4][5]. Group 2: Financial Support and Impact - Industrial Bank Chengdu Branch provided 40 million yuan in credit support to Sichuan Tianzhu Bamboo Resource Development Co., enabling the company to enhance its bamboo pulp production capacity to 180,000 tons annually, benefiting over 1,000 local bamboo farmers [3][5]. - The bank also established a 55 million yuan commercial bill discounting facility for Sichuan Huanlong New Materials Co., ensuring timely cash flow for bamboo supply cooperatives and supporting rural revitalization efforts [5][7]. - By 2024, the comprehensive output value of the Sichuan bamboo industry is expected to exceed 100 billion yuan, with farmers' average income doubling compared to five years ago [7].

减损20%以上， 多保鲜4天！清 远英德以竹代塑 荔枝包装箱_南 方+_南方plus 荔枝上市，甜蜜 一夏。6月，广 东荔枝迎来大规 模上市季，不同 品种的荔枝南货 北卖热销全国。 然而，荔枝保鲜 难、传统塑料包 装污染环境等问 题，始终制约着 广东荔枝产业的 可持续发展。与 此同时，"以竹 代塑"理念在环 通过改变形态拓 展了其应用领 域。其原材料选 用有机物竹子， 竹子富含竹黄 酮、竹沥、竹琨 等天然成分，这 些成分赋予了包 装盒特殊的抑菌 抗菌功效，能够 有效抑制杂菌滋 生，对于荔枝等 生鲜蔬果的保鲜 效果尤为突出。 广东竹笙笙科技 有限公司总经理 助理袁平介绍， 与传统塑料包装 盒相比，竹生物 基降解包装盒不 仅解决了塑料污 染环境的难题， 还凭借竹子的天 然特性，为荔枝 提供了更优质的 保鲜环境， 是"以竹代塑"理 念在实际应用中 的杰出范例。 保浪潮中兴起， 凭借竹子可再 生、可降解的特 性，竹制品成为 替代塑料、推动 绿色发展的新方 向。近日，清远 英德麻竹企业， 广东竹笙笙科技 有限公司成功研 制出竹生物基降 解生鲜蔬果包装 盒和竹纤维打包 袋，在荔枝保 鲜、运输等方面 取得了显著成 果，为广 ...

6月8日至12日，由全国人大常委会办公厅组织的中华环保世纪行2025年宣传活动在四川举行。由中 央媒体及地方媒体组成的采访团，前往成都、泸州、宜宾三地，深入探寻四川贯彻"绿水青山就是金山 银山"理念、筑牢长江上游生态屏障、推动长江经济带高质量发展的生动实践，了解依法保护生态环境 所取得的积极成效。 看成效 守住水环境质量全国第一方阵 "现在的锦江，鱼群在水草间穿梭，岸边跑步的市民络绎不绝。"6月8日，在成都黄龙溪国考断面 旁，成都市生态环境局副局长旷良义介绍，过去，锦江曾因城市化进程面临严重污染，2016年以前黄龙 溪断面水质一直为劣Ⅴ类，经过敷设截污管涵、治理病害管网、新增污水处理能力、推进生态修复治理 工程等"系统治理组合拳"，锦江流域水质优良率从2016年的69%提升至目前的100%，黄龙溪断面连续 59个月保持Ⅲ类及以上水质，黄龙溪鱼类种类从"十三五"初期的23种增加至目前的49种，重现生态锦江 盛景。 随后，采访团来到四川天府新区兴隆湖畔。四川天府新区水务局河湖管理处处长曾长寿介绍，兴隆 湖原本是鹿溪河流域的一处泄洪洼地，经过近10年的系统治理，兴隆湖湖区水质从2017年Ⅳ类提升至目 前全域Ⅲ类、局 ...

Core Viewpoint - The demand for odor-resistant socks is increasing in China due to rising consumer awareness of quality and functionality, with the market expected to reach 5.77 billion yuan in 2024, a 15% year-on-year increase [1][13]. Group 1: Industry Overview - Odor-resistant socks are designed to inhibit and kill bacteria, primarily using materials like bamboo fiber and silver ion fiber, which help reduce odor by preventing bacterial growth [3][7]. - The industry has established a complete supply chain, including raw material supply, manufacturing, high-tech antibacterial material research, and efficient sales operations [1][13]. - The market for odor-resistant socks is growing rapidly, with 85% of the Chinese population suffering from foot odor issues, driving demand for these products [1][5]. Group 2: Market Dynamics - The online sales channel has become crucial for the odor-resistant sock industry, benefiting from the rapid growth of e-commerce, with online retail sales reaching 4.74 trillion yuan in the first four months of 2025, a 7.7% year-on-year increase [11]. - The consumer demographic shows a significant male preference, with 68% of consumers being male, largely due to higher sweat gland activity in men [15]. Group 3: Competitive Landscape - The industry is characterized by intense competition, with numerous players offering similar products, leading to price wars and promotional strategies to gain market share [17]. - Key companies in the sector include Langsha Holding Group, Zhejiang Jian Sheng Group, and Nanjing He Su Times Antibacterial Materials Technology Group, among others [2][18][20]. Group 4: Future Trends - The industry is expected to diversify product functions, integrating smart features such as temperature regulation and health monitoring, alongside aesthetic enhancements [22]. - There is a growing emphasis on sustainable practices, with a shift towards eco-friendly and recyclable materials in production processes [23]. - The integration of online and offline sales channels will be a significant trend, allowing consumers to experience products in-store while benefiting from the convenience of online shopping [24][25].

今年以来，面对国际经贸新形势，不少外贸企业转型升级步伐加快，拓展国内市场成为不少外贸企业的新选择。 记者到重庆时，正赶上外贸优品中华行活动在这里举办，还没进展馆，就看到参展企业的工作人员在忙着加印宣传册。 重庆安第斯摩托车销售有限公司品牌总监 彭远潇：我们本来准备的是4天的量，但是今天才第二天我们就只剩4份了。 在这家企业的展台，记者看到来自国内的不少采购商都对企业新推出的摩托车很感兴趣。 广东采购商：他家的摩托车很有个性，也适合我们广东那一带，我可以把他的车推荐给我们那边的车友。 记者了解到，这次对接会吸引了重庆30多家外贸企业参加，展会场地虽然不算很大，但是却给这些外贸企业带来了许多新订单。在一家企业展台，记者看到 已经有客户准备和企业签约下单。 重庆万泰货车装饰有限公司总经理 郑甲武：我昨天也在展台，我们也了解了这个产品。今天我们来，准备把合同签了，大概可能要订100台。 重庆必成文旅负责人：我们自己在做国内的"摩友"和国外的"摩友"出入境的旅游，我觉得是可以跨界去合作的。 企业负责人告诉记者，此前他们的摩托车主要销往拉美和东南亚，为了开拓国内市场，这次他们带了全新造型的产品，还专门投资建造了自己的品牌 ...