相比新项目，存量企业增资扩产项目建设周期短、要素需求少、企业黏性强，是招商的"富矿"。南通要 求各板块既目光向外招引更多大项目、好项目，又俯身向内服务企业增资扩产、新上项目。会议当天现 场观摩的9个项目中，存量企业增资扩产项目就有5个。在位于启东经济开发区的乾朔手机结构件及车载 电子产品项目建设现场，企业负责人介绍，项目总投资20亿元，将年产汽车电子产品连接器5亿只。 外资企业利润再投同样是重要的项目来源。据统计，近3年南通共有外资企业利润再投项目112个，到账 外资达16.2亿美元，占全市同期外资到账比重35.4%。德国制药公司默克2014年落地南通后，已连续投 资5个项目，总投资近33亿元，占其在华投资的50%以上。内外联动推动招商引资持续突破，截至9月 底，南通38个计划新开工省重大项目、224个计划新开工市重大项目全部开工，同比分别增加12个、7 个。 本报讯(记者徐超)记者从近日召开的南通市招商引资暨项目建设推进会上获悉，今年前三季度，该市新 签约重点内资项目347个，其中存量企业增资扩产项目189个，占比超50%；新开工亿元以上制造业项目 425个，其中存量企业增资扩产项目206个，占比达48.5 ...

Group 1: China Petroleum - In Q3 2025, the company reported a 14% increase in net profit attributable to shareholders, demonstrating resilience in the oil and gas sector [4][5] - The company achieved a total revenue of 21,693 billion yuan in the first three quarters of 2025, a year-on-year decrease of 3.9%, with a net profit of 1,263 billion yuan, down 4.9% year-on-year [4][5] - Capital expenditures for 2025 are budgeted at 262.2 billion yuan, focusing on exploration and development in key basins and upgrading refining and chemical projects [6][7] Group 2: Shanghai Film - The company reported a revenue of 361 million yuan in Q3 2025, a year-on-year increase of 101.6%, with a net profit of 86 million yuan, up 123.51% year-on-year [10][11] - The success of the film "Wang Wang Mountain Little Monster" significantly contributed to the revenue growth, with a box office exceeding 1.7 billion yuan [11][13] - The company is actively developing its IP business, with multiple upcoming projects expected to enhance future growth [11][13] Group 3: Foton Motor - Foton Motor's revenue for the first three quarters of 2025 reached 45.45 billion yuan, a year-on-year increase of 27.1%, with a net profit of 1.11 billion yuan, up 157.5% year-on-year [15][16] - The company achieved a market share of 12.6% in heavy truck wholesale, the highest in 10 years, with significant growth in both domestic and export sales [16][17] - The annualized ROE improved to the highest level since 2013, reflecting enhanced profitability and cash flow quality [18][19] Group 4: Bojun Technology - Bojun Technology reported a revenue of 4.075 billion yuan in the first three quarters of 2025, a year-on-year increase of 42.36%, with a net profit of 627 million yuan, up 70.47% year-on-year [20][21] - The company is expanding its production capacity and has established multiple subsidiaries across key regions, enhancing its operational efficiency [22][23] - The human-robot business is steadily advancing, with ongoing collaborations in intelligent robotics [22][23] Group 5: Dingyang Technology - Dingyang Technology achieved a revenue of 431 million yuan in the first three quarters of 2025, a year-on-year increase of 21.67%, with a net profit of 111 million yuan, up 21.49% year-on-year [24][25] - The company is focusing on high-end product development, with significant growth in high-end product sales [25][26] - The overall gross margin remains high at 61.13%, reflecting effective cost management and product pricing strategies [26] Group 6: KEBODA - KEBODA reported a revenue of approximately 17.33 billion yuan in Q3 2025, a year-on-year increase of 11.76%, with a net profit of about 2.18 billion yuan [27][28] - The company is expanding its global presence, with overseas revenue growth outpacing domestic markets [28][29] - KEBODA's acquisition of intelligent technology is expected to enhance its product offerings and market competitiveness [29][30] Group 7: Desay SV - Desay SV reported a revenue of approximately 76.92 billion yuan in Q3 2025, a year-on-year increase of 5.63%, with a net profit of about 5.65 billion yuan [31][32] - The company is focusing on expanding its product structure and optimizing customer relationships to mitigate short-term performance pressures [32][33] - Desay SV is actively exploring new business areas, including smart transportation and autonomous delivery [33][34] Group 8: Aishide - Aishide reported a revenue of 393.75 billion yuan in the first three quarters of 2025, a year-on-year decrease of 31.47%, with a net profit of 33.7 million yuan [35][36] - The company is undergoing a strategic adjustment to focus on high-margin core businesses, showing signs of operational improvement [36][37] - Aishide is establishing an industry fund to invest in emerging technologies, enhancing its growth potential [38][39]

Group 1: Industry Insights - The coal industry is experiencing a continued decline in prosperity, while the cement and steel industries are expected to see positive profit growth year-on-year. Conversely, the coal and glass industries are projected to have negative profit growth [1] - The automotive electronics sector is poised for a turning point, with the rise of intelligent driving and the expansion of affordable smart technology, particularly with companies like BYD leading the charge [2] - The petrochemical industry is highlighted for its strategic importance in energy and food security, with state-owned enterprises expected to play a crucial role in ensuring supply amidst geopolitical tensions [4] Group 2: Company-Specific Analysis - Yuexiu Property is projected to achieve a revenue of 86.4 billion yuan in 2024, reflecting a year-on-year growth of 7.7%, despite a significant decline in net profit due to reduced gross margins [8] - Zhongxin Fluorine Materials is facing pressure on its performance due to declining prices of its pharmaceutical and agricultural intermediate products, alongside high depreciation costs from new capacity [9] - China Petroleum's major shareholder plans to increase its stake in the company, with expected net profits of 173 billion yuan, 178.4 billion yuan, and 182.9 billion yuan for the years 2025 to 2027 [10]