证券日报网12月10日讯润邦股份（002483）在12月9日回答调研者提问时表示，公司始终将船舶与海洋 工程装备作为战略性业务予以投入，经过多年发展，已构建起扎实的硬件设施体系，形成了差异化的造 船产能优势，具体体现在以下方面：公司拥有自建船台，能够灵活调度生产资源，确保船舶分段及整船 建造的自主性与进度可控；公司拥有高端不锈钢产品制造车间，同时具备特种材料加工与焊接工艺能 力，可满足液化气船、化学品船等高附加值、高腐蚀环境特种船舶的建造要求，为产品结构向高端化延 伸提供支撑。公司对船台实施顶棚覆盖，实现室内化造船作业，有效克服风雨等气候因素对生产进度与 工艺质量的影响，保障建造周期稳定、产品质量可靠。自2011年进入海工船舶市场以来，公司持续积累 船舶设计、工艺与项目管理经验，形成了一套成熟高效的建造管理体系，能够高质量、高可靠地履行复 杂船舶建造合同，为客户提供全周期服务保障。这些硬件与经验积累共同构成了公司在造船领域的核心 基础，为持续获取订单、提升市场竞争力提供了坚实保障。 ...

Group 1 - Innovation has become the main engine for promoting high-quality development in China, with a shift from quantity to quality and from low-end to high-end industries [1][2] - During the 14th Five-Year Plan, China is focusing on developing new productive forces and integrating technological and industrial innovation, resulting in significant achievements [2] - By 2024, China's total R&D expenditure is expected to increase by nearly 50% compared to the end of the 13th Five-Year Plan, with R&D intensity reaching 2.69%, close to the OECD average [2] Group 2 - The digital economy's core industries are projected to account for about 10% of GDP by 2024, with new industries and business models, such as "Artificial Intelligence+", rapidly emerging [2] - Over the past four years, China's GDP average growth rate reached 5.5%, with significant milestones achieved at 110 trillion, 120 trillion, and 130 trillion yuan [3] - Achievements in economic development, technological innovation, social welfare, ecological civilization, and security have been made despite external pressures and challenges [3]

Core Insights - The "14th Five-Year Plan" period is crucial for China's economic and social development, marking the first five years after achieving a moderately prosperous society and setting the stage for the second centenary goal [1] - China's GDP growth averaged 5.5% over the first four years of the "14th Five-Year Plan," with an economic increment expected to exceed 35 trillion yuan, equivalent to recreating a region like the Yangtze River Delta [1] Economic Growth and Stability - China's GDP reached 110 trillion yuan, with projections of 120 trillion and 130 trillion yuan, showcasing resilience against global challenges [1] - The average annual contribution of China to global economic growth from 2021 to 2024 is around 30%, establishing it as a stable and reliable economic driver [2] Quality of Development - The quality and efficiency of development have improved significantly, with advancements in healthcare, renewable energy, and environmental quality [2] - The global innovation index ranking has entered the top ten for the first time, indicating rapid enhancement in innovation capabilities [2] Green Development - China has become a leader in global green transformation, achieving a 4.7% annual growth in energy consumption while maintaining a 5.5% economic growth rate, with a cumulative energy intensity reduction of 11.6% [3] - The country has successfully shifted from a coal-heavy energy structure to a cleaner energy system, with renewable energy generation capacity surpassing that of coal [5] Domestic Market and Consumption - The social retail sales of consumer goods are projected to grow from 39 trillion yuan in 2020 to 48 trillion yuan in 2024, with online retail sales increasing from under 12 trillion yuan to 15.5 trillion yuan [7] - Domestic demand has become a significant driver of economic growth, contributing an average of 86.8% to economic growth from 2021 to 2024 [7] International Trade and Openness - China's goods trade has consistently exceeded 5 trillion and 6 trillion USD during the "14th Five-Year Plan," with an average annual growth rate of 8.1% from 2021 to 2024 [8] - The country has actively expanded high-level openness, reducing the negative list for foreign investment and enhancing trade partnerships [6] Social Development and Welfare - The urban population reached 944 million, with continuous improvements in rural living conditions and social security coverage [6] - The "14th Five-Year Plan" emphasizes social welfare, with over one-third of the 20 major indicators focusing on improving people's livelihoods [6] Future Outlook - The "15th Five-Year Plan" is seen as a critical period for solidifying the foundation for socialist modernization, with a focus on high-quality development and addressing challenges ahead [9] - The upcoming 20th Central Committee meeting is expected to set new historical milestones for China's modernization efforts [9]

Core Insights - Innovation has become the main engine for promoting high-quality development in China, with a shift from quantity to quality and from low-end to high-end industries [1][2] - The "14th Five-Year Plan" emphasizes the core position of innovation in China's modernization efforts, with significant achievements in integrating technological and industrial innovation [1] - China's R&D investment is projected to grow nearly 50% by 2024 compared to the end of the "13th Five-Year Plan," with R&D intensity reaching 2.69%, approaching the OECD average [1] - The digital economy's core industries are expected to account for about 10% of GDP in 2024, with new industries and business models rapidly emerging [1] Industry Developments - China's technological innovation capabilities are increasingly translating into real productive forces and national competitiveness, contributing to global development [2] - During the "14th Five-Year" period, China's economy has achieved significant milestones, with an average GDP growth rate of 5.5% over the past four years, reaching milestones of 110 trillion, 120 trillion, and 130 trillion yuan [3] - The achievements have been made despite external pressures and challenges, highlighting the resilience and commitment to high-quality development and structural optimization [3]

Group 1 - In August, Shanghai's export value reached 183.08 billion yuan, marking a year-on-year increase of 17.1%, and achieving a historical milestone of surpassing 180 billion yuan in a single month [1] - The total import and export value for Shanghai in August was 387.43 billion yuan, maintaining a growth trend for seven consecutive months since February [1] - For the first eight months of the year, Shanghai's total foreign trade value reached 2.94 trillion yuan, reflecting a growth of 4.5%, with notable characteristics such as active performance from private enterprises and significant increases in exports to emerging markets [1] Group 2 - Exports to emerging markets such as Africa, ASEAN, the Middle East, and India totaled 53.74 billion yuan in August, representing a year-on-year growth of 45%, with shipbuilding and marine engineering equipment, as well as engineering machinery, showing remarkable growth of 1060% and 72.8% respectively [1] - The global energy sector's green and low-carbon transition has made Shanghai's green products highly sought after, with exports of electric vehicles, lithium batteries, and photovoltaic products increasing by 37.1%, 112.1%, and 39% respectively in August [2] - Shanghai's manufacturing strength is reflected in the continuous double-digit growth of shipbuilding, high-end machine tools, and high-end equipment, with companies like Chint Electric exporting transformers worth 5.605 million yuan to Italy [2] Group 3 - The Shanghai Municipal Commission of Commerce has actively promoted initiatives to help enterprises expand into international markets, organizing 245 companies to participate in 38 overseas exhibitions since the second half of the year, with a total intended contract value of 23.68 million USD [2] - These overseas exhibitions focus on key industries such as high-end manufacturing, digital economy, biomedicine, and green energy, with the commission providing support for exhibition fees [2]

Core Insights - Shanghai's import and export value reached 387.43 billion yuan in August, marking seven consecutive months of growth since February this year [1] - In August, Shanghai's export value hit 183.08 billion yuan, a year-on-year increase of 17.1%, achieving a historical milestone of exceeding 180 billion yuan in a single month [1] - For the first eight months of this year, Shanghai's foreign trade value totaled 2.94 trillion yuan, reflecting a growth of 4.5%, with notable activity from private enterprises and significant increases in exports to emerging markets [1] Export Performance - Exports to emerging markets such as Africa, ASEAN, the Middle East, and India totaled 53.74 billion yuan in August, representing a year-on-year growth of 45%, with shipbuilding and marine engineering equipment, as well as construction machinery, showing remarkable growth of 1060% and 72.8% respectively [1] - The green product sector in Shanghai has seen significant demand, with exports of electric vehicles, lithium batteries, and photovoltaic products growing by 37.1%, 112.1%, and 39% respectively in August [2] - High-end manufacturing products, including high-end machine tools and equipment, have also maintained double-digit growth [2] Government Support - The Shanghai government has actively supported foreign trade growth, organizing 245 enterprises to participate in 38 overseas trade exhibitions since the second half of this year, with an intended contract value of 23.68 million USD [2] - These exhibitions focus on key industries such as high-end manufacturing, digital economy, biomedicine, and green energy, with the municipal commerce department providing support for exhibition fees [2]

Group 1 - In August, Shanghai's total import and export value reached 387.43 billion RMB, marking an 11.7% year-on-year increase, continuing a growth streak for seven consecutive months since February [1] - Exports amounted to 183.08 billion RMB, surpassing 180 billion RMB for the first time in a single month, with a year-on-year growth of 17.1%; imports were 204.35 billion RMB, up 7.3% [1] - For the first eight months of the year, Shanghai's cumulative import and export value reached 2.94 trillion RMB, reflecting a 4.5% year-on-year increase, with growth rate improving by 1 percentage point compared to the previous seven months [1] Group 2 - Private enterprises in Shanghai achieved an import and export value of 166.85 billion RMB in August, a significant year-on-year increase of 31.5%, contributing 11.5 percentage points to the city's overall trade growth [1] - Exports to emerging markets saw substantial growth, with a total of 53.74 billion RMB in August, representing a 45% year-on-year increase, which boosted the overall export growth rate by 10.7 percentage points [1] - Key export categories included ships and marine engineering equipment, and engineering machinery, with export values increasing by 10.6 times and 72.8% respectively [1][2] Group 3 - In August, Shanghai's export of electromechanical products reached 125.39 billion RMB, a 19% year-on-year increase, accounting for nearly 70% of total exports [2] - Notable growth was observed in the export of high-end machinery, electric vehicles, lithium batteries, and photovoltaic products, with year-on-year increases of 45.1%, 37.1%, 112.1%, and 39% respectively [2] - Import trends indicated stability and recovery in industrial and consumer demand, with significant increases in imports of metal ores, semiconductor manufacturing equipment, and various consumer goods [2]

Core Insights - In August, Shanghai's import and export value reached 387.43 billion yuan, marking a year-on-year growth of 11.7%, continuing a growth streak for seven consecutive months since February [1] - Exports amounted to 183.08 billion yuan, surpassing 180 billion yuan for the first time in a single month, with a growth rate of 17.1%, while imports were 204.35 billion yuan, growing by 7.3% [1] - For the first eight months of the year, the total import and export value was 2.94 trillion yuan, reflecting a growth of 4.5%, with an acceleration of 1 percentage point compared to the previous seven months [1] Export Performance - In August, the export of mechanical and electrical products reached 125.39 billion yuan, growing by 19%, accounting for nearly 70% of the total exports [2] - Notable growth was observed in the exports of ships and high-end machine tools, which increased by 45.1% and 43.7% respectively [2] - The demand for green products surged, with exports of electric vehicles, lithium batteries, and photovoltaic products growing by 37.1%, 112.1%, and 39% respectively [2] Import Dynamics - The import of metal ores, unrefined copper, and copper products increased by 15% and 21% respectively, reflecting a recovery in raw material manufacturing [2] - The development of the semiconductor and artificial intelligence industries drove significant growth in imports of semiconductor manufacturing equipment and computer accessories, which surged by 105.5% and 55.2% respectively [2] - Consumer goods imports also saw growth, with beef, milk powder, perfume, and sports equipment increasing by 10.5%, 43.2%, 29.4%, and 35.8% respectively [2] Market Opportunities - The strong performance in August was significantly driven by private enterprises, which accounted for 166.85 billion yuan in imports and exports, growing by 31.5% and contributing 11.5 percentage points to the overall growth [1] - Emerging markets such as Africa, ASEAN, the Middle East, and India saw exports totaling 53.74 billion yuan, a year-on-year increase of 45%, contributing 10.7 percentage points to the overall export growth [1] - The export of shipbuilding and marine engineering equipment, along with engineering machinery, showed remarkable performance, with increases of 10.6 times and 72.8% respectively, contributing 16.5 percentage points to the growth in emerging markets [1]

Core Insights - Private enterprises are increasingly becoming a key force in stabilizing foreign trade due to their flexibility and market sensitivity [1] Group 1: Trade Performance - In August, Shanghai's total imports and exports grew by 11.7% year-on-year, marking the seventh consecutive month of growth since February [1] - Exports exceeded 180 billion yuan for the first time, with a growth rate of 17.1%, while imports reached 204.35 billion yuan, growing by 7.3% [1] - For the first eight months, Shanghai's total imports and exports increased by 4.5%, with the growth rate improving by 1 percentage point compared to the first seven months [1] Group 2: Role of Private Enterprises - In August, the import and export volume of private enterprises in Shanghai surged by 31.5%, maintaining a growth rate above 30% for three consecutive months [1] - The share of private enterprises in Shanghai's total foreign trade rose to 43.1%, surpassing 40% for the first time, contributing 11.5 percentage points to the city's overall trade growth [1] Group 3: Market Diversification - Exports to emerging markets such as Africa, ASEAN, the Middle East, and India grew by 45% in August, contributing 10.7 percentage points to the overall export growth [1] - Notable export performance was observed in shipbuilding and marine engineering equipment, which grew by 10.6 times, and engineering machinery, which increased by 72.8%, together driving a 16.5 percentage point increase in exports to these emerging markets [1] Group 4: High-End Manufacturing and Imports - In August, the export of electromechanical products grew by 19%, accounting for nearly 70% of the total export value, with significant growth in shipbuilding and high-end machine tools at 45.1% and 43.7% respectively [2] - The export of "new three samples" including electric vehicles, lithium batteries, and photovoltaic products saw growth rates of 37.1%, 112.1%, and 39% respectively [2] - Imports of raw materials such as metal ores and copper products increased by 15% and 21% respectively, driven by stable industrial and consumer demand [2] - The import of semiconductor manufacturing equipment and computer accessories surged by 105.5% and 55.2% respectively, supported by the development of the integrated circuit and artificial intelligence industries [2] - Consumption-related policies have led to significant growth in imports of consumer goods, with beef, milk powder, perfume, and sports equipment increasing by 10.5%, 43.2%, 29.4%, and 35.8% respectively [2]