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澳铁矿棋局生变!中方阳谋直刺美元软肋,全球货币博弈骤然加剧
Sou Hu Cai Jing· 2025-10-06 01:09
Core Viewpoint - The article discusses China's strategic maneuvering in the iron ore market, particularly its efforts to challenge the dominance of the US dollar in global trade by proposing alternative settlement methods for iron ore transactions with Australia [1][2]. Group 1: Strategic Moves - China has suggested to domestic buyers to pause purchasing iron ore from BHP Billiton in US dollars, targeting the company's dollar-based trading system [1]. - This move is seen as a strategic shift to divert attention from the heavily defended oil market to the relatively less scrutinized iron ore sector, creating a tactical advantage for China [2]. - The strategy reflects China's broader goal of reducing reliance on the US dollar and establishing a more diversified currency settlement system in international trade [6]. Group 2: Resource Control - China has prepared for potential disruptions in iron ore supply by securing significant stakes in iron ore projects in Africa and South America, such as the Simandou project in Guinea, which holds over 10 billion tons of high-quality iron ore [3]. - The collaboration with Brazil's Vale further strengthens China's position in the global iron ore market, allowing it to negotiate better terms with Australian suppliers [3]. Group 3: Economic Implications - China offers two options to Australia: continue using the US dollar for transactions or switch to renminbi, which could enhance profits by avoiding dollar conversion fees [5]. - This approach tests the resilience of the US-led alliance system, particularly as Australia is a key ally in the Asia-Pacific region [5][8]. - If Australia opts for renminbi settlements, it could set a precedent that influences other US allies, potentially destabilizing the existing dollar-centric trade framework [5][8]. Group 4: Global Trade Dynamics - The article emphasizes that the current international monetary system is undergoing significant transformation, with China's push for renminbi settlements aiming to create a dual-currency supply-demand cycle [6]. - This shift could gradually reduce the dominance of the US dollar in global trade, as more countries engage in direct trade with China using renminbi [6]. - The strategic positioning of Australia in this context is critical, as any shift in its trade practices could have far-reaching implications for the US's network of allies [8][9].
工信部等六部门:《机械行业稳增长工作方案(2025—2026年)》,发展智能农机、服务和特种机器人等智能民生装备
机器人圈· 2025-09-30 09:36
工业和信息化部等六部门联合发布《机械行业稳增长工作方案(2025—2026年)》 推动机械行业高质量 发展 近日,工业和信息化部等六部门联合印发《机械行业稳增长工作方案(2025—2026 年)》,提出2025—2026年力争机械行业营业收入平均增速达到3.5%左右,到2026年营 业收入突破10万亿元,培育一批具有竞争力的中小企业特色产业集群和具有国际竞争力的 产业集群等目标。 《工作方案》明确从供需两侧协同发力、多措并举推动机械行业稳定运行,提出3方面14 项重点任务。 一是 全方位扩大装备有效需求,提出进一步激活存量需求潜力,大力培育新 需求,持续扩大有效投资,推动经济社会绿色转型和产业数字化智能化升级,稳定外贸基 本盘。 二是 提升优质装备供给能力,提出加快推动科技创新和产业创新深度融合,培育发 展新质生产力,着力提高重点产业链供应链韧性和安全水平,加快发展智能装备和智慧服 务,提升质量水平和品牌影响力。 三是 激发行业增长活力,提出持续完善产业发展生态环 境,优化空间布局,不断提升服务企业的能力和水平,加快培育世界一流装备企业,推动 中小企业专精特新发展。 关于印发《机械行业稳增长工作方案(2025 ...
机械行业闯关10万亿
21世纪经济报道· 2025-09-30 04:00
创造新需求破解"内卷" 根据工信部发布的解读,机械行业70%的需求来自基础设施建设和国民经济各行业新上或更新 改造设备投资,是稳出口主战场。针对该特点,在全方位扩大有效需求方面,《方案》从国内 国外两方面,提出深挖国内存量市场潜力、培育壮大新需求、着力扩大有效投资、推动产业数 字化转型智能化升级、深化开放合作等5项任务,不断增强机械行业稳增长牵引力。 对于《方案》将行业营业收入年均增速目标由2023—2024年的"3%以上"提升至"3.5%左右", 营收规模目标由"8.1万亿元"指向"10万亿元",毕马威中国经济研究院院长蔡伟对21世纪经济 报道记者表示,这并非简单的数字加码,背后对应着对增长质量和对技术自主可控的更高要 求。 具体来看,《方案》提出全方位扩大有效需求、提升优质装备供给能力、激发行业增长活力3 方面14项重点任务和3项保障措施。蔡伟表示, 《方案》既着眼短期平稳增长,如通过全方位 扩大装备有效需求、加大助企惠企力度、着力整治非理性竞争等,缓解当前机械行业企业经营 压力,为整体经济稳定提供支撑;又聚焦长期结构优化和高质量发展,突出新质生产力培育, 强调推动人工智能等新兴技术与装备融合创新,助力产 ...
六部门印发机械行业稳增长工作方案 推动2025至2026年营收年均增速达3.5%左右、突破10万亿元
◎记者 李雁争 据了解,目前,机械行业已经汇聚了一批优质中小企业:机械行业单项冠军企业500多家,专精特新"小 巨人"企业超过5000家,专精特新企业超过4万家,占比均超过全国总数的30%;机械行业先进制造业集 群超过30个,国家级中小企业特色产业集群超过70个,占比均超过全国总数的25%。 近日,工业和信息化部、农业农村部、商务部、中国人民银行、海关总署、市场监管总局六部门联合印 发《机械行业稳增长工作方案(2025—2026年)》提出,作为国民经济"压舱石",机械行业将通过供需 协同发力,推动2025至2026年营业收入年均增速达3.5%左右、突破10万亿元,为新型工业化建设注入 强劲动力。 中国机械工业联合会副会长叶定达表示,下一步,中国机械工业联合会将积极开展优质中小企业梯度培 育的各类政策宣传,充分发挥质量平台作用,助力企业品牌建设和质量提升,多措并举培育机械工业领 域的专精特新"小巨人"。 工业和信息化部装备工业一司相关人士表示,当前,机械行业面临着外部冲击影响加大、国内需求不 足、非理性竞争加剧等问题,行业稳定运行面临着挑战,亟须总结上一轮稳增长工作经验,启动实施新 一轮稳增长工作,推动机械行业 ...
集体大涨!刚刚,六部门重磅发布
Zheng Quan Shi Bao· 2025-09-29 10:29
利好政策不断! 9月29日A股收盘后,工信部等六部门印发《机械行业稳增长工作方案(2025—2026年)》。其中提 出,推进制造业高质量发展行动,在工业母机、农机装备、仪器仪表、工业机器人、轨道交通装备、医 疗装备等领域,尽快形成一批标志性成果。 面向全球科技创新趋势和未来产业发展需求,突破发展智能机器人等高端装备。组织开展"工业母机 +"百行万企产需对接活动、"机器人+"应用行动。编制工业母机、机器人、仪器仪表等应用推广目录。 二级市场上,机器人概念股今日表现活跃,截至收盘,领益智造、万向钱潮、日盈电子、景兴纸业等近 20只相关概念股涨停或涨超10%。 值得关注的是,近期,一系列产业支持政策陆续出台,涉及汽车行业稳增长工作方案、钢铁行业稳增长 工作方案、有色金属行业稳增长工作方案等。其中,9月28日下午,工信部等八部门印发的《有色金属 行业稳增长工作方案(2025—2026年)》,引发A股有色金属板块29日集体大涨。截至29日收盘,有色 金属板块整体涨幅超过3.7%,兴业银锡、钒钛股份、盛达资源等多股涨停,铜陵有色、赣锋锂业、中 国铝业、洛阳钼业等纷纷大涨。 《机械行业稳增长工作方案(2025—2026年) ...
集体大涨!刚刚,重磅发布!
券商中国· 2025-09-29 09:44
Core Viewpoint - The article highlights the release of the "Mechanical Industry Stabilization and Growth Work Plan (2025-2026)" by six government departments, aiming to promote high-quality development in the manufacturing sector, particularly in key areas such as industrial mother machines, agricultural machinery, and robotics [1][3][6]. Group 1: Policy Initiatives - The plan aims for the mechanical industry to maintain a stable and positive trend, targeting an average annual revenue growth rate of approximately 3.5%, with total revenue exceeding 10 trillion yuan by 2025-2026 [3]. - Specific measures include enhancing major technological renovations and large-scale equipment updates, focusing on replacing outdated equipment with more efficient and environmentally friendly alternatives [3][4]. - The plan emphasizes the promotion of intelligent manufacturing and the integration of new technologies such as artificial intelligence and quantum technology into equipment development [6][7]. Group 2: Market Response - Following the announcement, the robotics sector saw significant activity in the stock market, with nearly 20 related stocks hitting the daily limit or rising over 10% [2][8]. - The non-ferrous metals sector also experienced a collective surge, with an overall increase of more than 3.7% on the same day, driven by supportive policies in various industries [2]. Group 3: Industry Development Focus - The plan outlines the need to cultivate competitive small and medium-sized enterprises and industry clusters with international competitiveness, particularly in high-tech fields [3][7]. - It encourages the development of new economic models such as the "first economy," "ice and snow economy," and "smart tourism," expanding the application of specialized robots and smart equipment [5][6]. - The initiative aims to enhance the integration of artificial intelligence in healthcare, promoting the use of smart medical equipment and robotics in various healthcare scenarios [5][6].
工信部等六部门:加快发展智能制造、智慧交通、智慧农业、智慧医疗等应用场景
Xin Lang Cai Jing· 2025-09-29 07:23
六部门印发《机械行业稳增长工作方案(2025—2026年)》。《方案》提出,推动产业数字化转型智能 化升级。落实数字中国建设整体布局规划,加快发展智能制造、智慧交通、智慧农业、智慧医疗等应用 场景,扩大工业母机、农机装备、机器人、轨道交通装备、医疗装备、工程机械、智能检测装备等应用 需求。开展数字化转型改造行动,实施一批"智改数转网联"改造项目,推进老旧设备更新和"哑"设备改 造。实施中小企业数字化赋能专项行动,支持企业结合自身需求实施设备自动化改造等投入少、见效快 的数字化"微改造"。持续优化智能制造典型场景和要素参考指引,开展智能工厂梯度培育行动,分级建 设基础级、先进级、卓越级、领航级智能工厂,支持企业加快人工智能等新一代信息技术融合应用,开 展生产制造全过程、产品全生命周期、供应链全环节闭环优化,推动组织模式和企业形态创新 ...
“并购重组与做强做大做优” ——北京上市公司协会组织上市公司走进中国中车
9月28日至29日,北京上市公司协会(下称"协会")组织会员单位走进轨道交通装备制造类央企中国中车(601766)股份有限公司(下称"中国中车"),开展 以"并购重组与做强做大做优"为专题的第二场调研座谈活动。 协会秘书长李洪海在会上表示,并购重组是资本的重新组合,是产业的深刻整合,是企业发展的战略重塑。他呼吁上市公司抓住机遇,积极作为,在并购重 组的道路上取得优异成绩。 本次活动由北京证监局指导,协会主办,中国中车承办,北京上市公司董事会秘书、证券事务代表等40余人参加活动。活动以"调研参观+座谈交流"的形式 开展。 走进中国中车 并购重组与做强做大做优 "并购重组是资本的重新组合,是产业的深刻整合,是企业发展的战略重塑。"李洪海在29日召开的座谈会致辞时表示。 李洪海表示,并购重组可以发挥驱动资源优化配置,重塑市场竞争格局,打通增长关键脉络的重要作用;并购重组可以产生点燃创新活力火花,释放协同增 效潜力的重要影响;并购重组具备为产业升级注入动能,为市场活力添薪加火,为企业未来开辟新航道的重要意义。 座谈会上,中国中车董事会秘书对与会上市公司代表表示热烈欢迎。中国中车下属三家子公司——中车株机、中车株洲所、 ...
山西省政府与中国中车集团举行工作会谈
Xin Lang Cai Jing· 2025-09-25 02:49
Core Points - The meeting between Shanxi Provincial Government and CRRC Group focused on high-quality development and modernization in Shanxi [1] - Both parties aim to enhance cooperation in various fields including rail transit equipment, green transportation, high-end motor manufacturing, new energy equipment, and AI+energy [1] - A specialized mechanism will be established to strengthen communication and project implementation, aligning with the 14th Five-Year Plan and promoting joint scientific research [1] Group 1 - The meeting was attended by key officials from both Shanxi Province and CRRC Group, including the provincial governor and the chairman of CRRC [1] - The collaboration will focus on comprehensive energy solutions and complete equipment supply [1] - Emphasis will be placed on technological innovation to drive industrial innovation and energy transition [1]
时代电气(688187):25H1点评:扣非净利润高增,轨交装备稳健增长,新兴装备持续突破
Changjiang Securities· 2025-08-28 05:46
Investment Rating - The investment rating for the company is "Buy" and is maintained [9]. Core Views - In the first half of 2025, the company's rail transit equipment business showed steady growth, while the emerging equipment business continued to make breakthroughs. The rail transit business is expected to maintain stability, and the semiconductor sector, particularly the IGBT for rail transit power grids, is on an upward trend. The company is optimistic about the dual-driven growth from rail transit equipment and emerging equipment [2][6]. Summary by Sections Financial Performance - In the first half of 2025, the company achieved operating revenue of 12.214 billion yuan, a year-on-year increase of 17.95%. The net profit attributable to the parent company was 1.672 billion yuan, up 12.93%, while the net profit after deducting non-recurring items reached 1.588 billion yuan, marking a significant growth of 37.04% [6]. Rail Transit Equipment Business - The revenue from the rail transit equipment business in the first half of 2025 was 6.911 billion yuan, reflecting a year-on-year increase of 12.58%. The breakdown includes 5.515 billion yuan from rail transit electrical equipment, 563 million yuan from rail engineering machinery, 470 million yuan from communication signal systems, and 363 million yuan from other rail transit equipment. The company maintained a stable market share in the bidding for high-speed trains and locomotives, with ongoing progress in the performance verification of the CR450 high-speed train series and continuous advancements in the development of new energy locomotives [6][11]. Emerging Equipment Business - The emerging equipment business generated revenue of 5.244 billion yuan in the first half of 2025, representing a year-on-year increase of 25.88%. The revenue breakdown includes 2.416 billion yuan from basic components, 999 million yuan from electric drive systems for new energy vehicles, 1.047 billion yuan from new energy power generation, 359 million yuan from industrial converters, and 423 million yuan from marine engineering equipment. The company made significant progress in various sectors, including power semiconductors, electric drive systems, and marine engineering equipment, achieving new orders and market breakthroughs [6][11]. Future Outlook - The company expects the rail transit business to continue its upward trend in 2025, with the semiconductor sector also showing positive prospects. The forecast for net profit attributable to the parent company is 4.3 billion yuan for 2025 and 4.92 billion yuan for 2026, corresponding to price-to-earnings ratios of 15.2 and 13.3 times, respectively [6][11].