" 对资源型城市而言，资源终会枯竭，但将其价值最大化的能力不会 —— 真正的财富，从不在地下，而在这里的人。 " 文 /巴九灵（微信公众号：吴晓波频道） 赣州经开区的稀土深加工车间里，机械手正将提纯后的稀土氧化物压制成永磁电机磁钢——这些核心部件将直供全球顶尖新能源车企，每公斤售价 可达数千元，是早年稀土原矿价值的20倍以上。 2025年，一场"稀土风暴"席卷全球。中国手握稀土精炼与永磁体制造超90%的产能，综合成本仅为海外三分之一，技术领先二十年。而赣州，这 座"稀土王国""世界钨都"，凭借占全国三分之一的稀土产业体量，如同那只挥舞翅膀的"蝴蝶"，搅动着全球新能源、半导体与军工产业链。 点击上图▲立即购票 12月28日，在厦门，一起相约"AI闪耀中国"吴晓波科技人文秀。本次活动由吴晓波 频道、优酷、七维动力联合主办， 【点击此处立即购票】 。 距离赣州500多公里的景德镇， 这座享誉中外的 "瓷都"，又得一个新名号——"中国直升机摇篮"。如今的景德镇，已集聚低空经济企业105家，涵 盖直升机、无人机及大飞机部件的全方位航空产品体系，预计到2026年，全产业链营业收入将突破2500亿元，不久前刚刚开幕的 20 ...

【环球时报记者 肖震冬 环球时报驻德国特约记者 青木】在7月底达成贸易协议后，美欧之间的经贸博 弈仍未偃旗息鼓，反而产生诸多后续问题。据英国《卫报》、法新社等媒体报道，当地时间24日，美国 商务部长卢特尼克与贸易代表格里尔在比利时布鲁塞尔与欧盟各国贸易部长等官员举行高层会议，并共 进午餐，《卫报》将卢特尼克和格里尔此举称为"高风险举动"。目前华盛顿官员明确表示对欧盟执行贸 易协议的速度"感到失望"，而欧盟立法者则希望对协议进行修订，不少7月关税协议争议点延宕至今。 " 华盛顿的耐心正受到考验 " 此次贸易谈判是自10月初美国政府停摆以来的首次磋商 。此前，根据欧盟与美国8月21日公布的联合声 明，美国将对大多数欧盟输美商品征收15%的关税，而欧盟则承诺取消对美国产工业品的关税，并为美 国海产品和农产品提供优惠市场准入。为让美国尽快调降汽车关税，欧盟委员会8月提出一项立法，拟 取消部分美国商品的关税。然而，欧洲议会和理事会尚未通过该立法，《卫报》报道提到，立法程序可 能持续至明年2月。"欧洲新闻台"网站对此报道称，"华盛顿的耐心正受到考验"。 据"欧洲新闻台"网站报道，在会议之前，欧盟官员们表示，他们预计讨论将 ...

数字经济新媒体&智库 ＃网经社 旗下跨境电商台借助AI大模型，推出《全国各省市跨境电商发展全景分析报告》大型策划，通过发展历程、发展现状、数 据案例、创新实践、未来趋势等维度深度解码34省、165座城市的跨境电商生态，共计199份报告。 缺等现实挑战，旨在为政府决策、产业升级与企业出海提供系统性参考。 出品 | "一带一路"TOP10影响力社会智库网经社电子商务研究中心 网经社企业库发布的《全国主要跨境电商公司分布统计地图》上，跨境电商企业共有4420家。中国跨境电商服务商分布高度集中，主要集中于东部沿海地 区。广东省以1854家绝对领先，浙江省（642家）、山东省（607家）和福建省（315家）紧随其后。相比之下，中西部和北部地区服务商数量稀少。这一分 布格局反映出跨境电商产业与区域经济活力、外贸基础及数字化水平密切关联，资源高度集中于长三角、珠三角和京津冀三大经济圈。 江西省作为中部地区内陆省份，近年来通过深化对外开放战略，跨境电商实现了迅猛发展。在国家批复江西为内陆开放型经济试验区的政策东风下，江西凭 借其独特的区位优势和完善的通道建设，正从"内陆腹地"向"开放前沿"转变。2025年，江西跨境电商发展进 ...

创业板指放量大跌3.18%、沪指跌1.88%失守3900点，全市场近5000股下跌。中水渔业6连板，榕基软件5连板，一图看懂>> 滑通信 谷歌发布新图像模型,网络架构OCS引发关注 特发信息 深圳国资委控股的特发集团旗下,以光通信产业为主 大消费 10月CPI同比增0.2%;财政部:将继续实施好提振消费专项行动 南侨食品 3天2板 国内烘焙油脂市场龙头,主要有烘焙应用油脂、淡奶油、馅料、冷冻面团、进口品五大 系列，目前已主要在小红书、淘宝直播等多个平台推进并落实网络渠道的推广 华瓷股份 6天5板 公司主要从事日用陶瓷制品 福建自贸/海西概念 人民日报:台湾光复昭示祖国必定统一 南方路机 公司位于福建省泉州市,建筑骨料全产业链企业 新华都 C 福建零售连锁龙头企业 榕基软件 5天5板 公司是华为优选级ISV伙伴、鲲鹏生态合作伙伴，目前公司与华为在企业网络、数据中 心、企业协作以及鲲鹏生态等领域有业务合作，公司安全可靠党政办公系统、安全可靠 电子档案移交接接收系统等系统取得了华为云鲲鹏云服务、华为云Stack8.0 (鲲鹏)技 术认证证书 启地产 多地发布促进房地产市场平稳健康发展通知 海鸥住工 公司主要从事高档 ...

Core Viewpoint - The "Ceramics 100" project aims to cultivate a new generation of talent in the ceramics industry, integrating traditional craftsmanship with modern design to enhance the quality and innovation of China's ceramics sector [2][3][4]. Group 1: Project Overview - The "Ceramics 100" initiative is a collaboration among various organizations, including the China Artists Association and local government, to select 100 young talents from across the country [2]. - The project focuses on three main areas: ceramic art design, ceramic form shaping, and ceramic decoration painting, ensuring the professional inheritance of ceramic skills while expanding creative possibilities [4]. - The program includes a diverse group of participants, such as modern designers, traditional artisans, and experts from various fields, fostering cross-disciplinary learning and collaboration [4][6]. Group 2: Educational Approach - The project emphasizes a multi-dimensional training system that combines theory and practice, individual creation, and industry service, providing comprehensive support for participants [2][4]. - A variety of mentors from different disciplines, including ceramics, industrial design, and e-commerce, contribute to the educational experience, offering new perspectives on design and brand management [4][6]. - The initiative aims to bridge the gap between traditional culture and modern design, addressing the shortcomings in current educational practices in ceramics [3][4]. Group 3: Creative Outcomes - The recent exhibition showcased the works of the 100 participants, highlighting their innovative approaches to ceramic art and design, which reflect a deep understanding of both traditional and contemporary elements [5][6]. - Many creators focused on exploring the intrinsic language of materials, merging traditional cultural elements with modern artistic expressions [5][6]. - The project encourages the integration of ceramics with technology and other industries, showcasing the potential for innovation in everyday ceramic products [5][6]. Group 4: Future Implications - The "Ceramics 100" project is seen as a catalyst for a new trend in youth ceramic creation, injecting strong innovative energy into the ceramics industry [6]. - As the talent cultivation program develops, it is expected to produce more skilled ceramic artists who can bridge the gap between tradition and innovation, ultimately enhancing China's global presence in the ceramics market [6].

Export Performance - In October, China's exports decreased by 1.1% year-on-year, a significant drop of 9.4 percentage points from the previous month, and below the Wind consensus expectation of 3.1%[1] - The export decline is attributed to a high base effect and weakening external demand, with the new export orders PMI falling to 45.9, down nearly 2 percentage points from last month[1] - Exports to the EU, Japan, and South Korea showed significant declines, with exports to Japan down 5.7% and to South Korea down 13.0%[2][3] Product Categories - Labor-intensive products saw a sharp decline, with exports of bags, textiles, and footwear down by 25.7%, 16.0%, and 21.0% respectively, collectively dragging down exports by approximately 2.1 percentage points[3][4] - High-tech products, however, supported export growth, with integrated circuits and automobiles growing by 26.9% and 34.0% respectively, contributing 5.1 percentage points to overall export performance[4][5] Import Trends - Imports grew by only 1.0% year-on-year in October, a decrease of 6.4 percentage points from the previous month, indicating a clear structural divergence[5] - Agricultural imports remained resilient, with a 7.0% increase, particularly driven by a 11.4% rise in soybean imports due to increased procurement from Brazil[5][6] - Energy and machinery imports faced declines, with coal and crude oil imports down by 27.5% and 0.3% respectively, reflecting ongoing price pressures[5][6] Market Outlook - Despite the short-term pressures on exports, structural resilience remains, particularly from non-US markets like ASEAN and Africa, which continue to support export growth[6] - The easing of US-China trade tensions may provide a temporary boost to exports, while high base effects and order depletion could pose challenges in the fourth quarter[6][7] Risk Factors - Potential risks include unexpected changes in overseas policies and slower-than-expected global economic recovery, which could further impact export performance[7][8]

在14类商品月价格指数中，上涨的7类、持平的1类、下跌的6类。其中，上涨前2位的是：家用电器和音 像器材类、建筑装潢材料类；下跌前2位的是：陶瓷类、家具类。涨跌幅前2的情况如下： 一、家用电器和音像器材类月价格指数环比上涨 据临沂商城价格指数信息系统监测，本月临沂商城月价格总指数为102.01点，环比下跌0.02点，跌幅 0.02%；同比下跌2.00点，跌幅1.92%。 本月，陶瓷类月价格指数收于105.86点，环比下跌0.49点。二级分类中，陶瓷洁具类环比下跌2.29点， 建筑陶瓷类微涨0.06点，日用陶瓷类、工艺陶瓷类与上月持平。上游房地产市场不景气，建筑工程、家 装工程开工不足，新房装修换新减少，市场整体交易清淡，陶瓷洁具类价格震荡下行；建筑陶瓷中仅地 板瓷砖价格出现上涨，但市场旺季不旺，下游需求端疲软，销售仍以零售为主；日用陶瓷、工艺陶瓷需 求平稳，价格环比持平。 本月，家具类月价格指数收于88.21点，环比下跌0.39点。二级分类中，床及用品类、坐具类、柜类价格 环比分别下跌1.66点、0.35点、0.14点，桌类环比上涨0.49点，架类环比持平。10月家具市场迎来短暂旺 季，商场为迎国庆举办促销活 ...

Core Viewpoint - Hebei province has emerged as a significant player in the e-commerce sector, achieving remarkable growth in online retail and logistics, while maintaining a competitive edge through low costs and efficient supply chains [1][10]. Group 1: E-commerce Growth - In 2024, Hebei's online retail sales are approaching 500 billion, with express delivery volume increasing by over 40%, ranking fourth nationwide [1][10]. - The province has developed 333 county-level characteristic industrial clusters, each with unique production capabilities [1][3]. Group 2: Cost Advantages - The cost advantages in Hebei stem from low factory rents, which are one-third of those in Jiangsu and Zhejiang, and reduced electricity costs charged at agricultural rates [7][11]. - Labor costs are also significantly lower, with skilled workers earning around 4,000 yuan per month, and many businesses employ local women seeking flexible work hours [11] . Group 3: Logistics Efficiency - Hebei's logistics network is robust, with over 1,200 county-level logistics points and a delivery rate of 92%, enabling same-day delivery even in remote areas [9]. - The integration of logistics services has reduced costs by 25% following the establishment of the Shijiazhuang International Mail Exchange Bureau [9]. Group 4: Cross-border E-commerce - In 2024, Hebei's cross-border e-commerce import and export volume surged by 200%, with significant growth in trade from the Xiong'an New Area and the Caofeidian Comprehensive Bonded Zone [10]. - The establishment of overseas warehouses has improved delivery times, allowing products to reach destinations like Russia in just three days [10]. Group 5: Government Support and Quality Control - The government has launched initiatives to support cross-border e-commerce, including the "Cross-border E-commerce Empowering Industrial Belt" plan, which aims to cultivate 100 e-commerce demonstration counties and 1,000 characteristic e-commerce villages by 2026 [12][13]. - Quality control measures are being strengthened, with the establishment of a product standard system and regular inspections to ensure product quality [13][14]. Group 6: Future Directions - Hebei's e-commerce is transitioning from a focus on low prices to an emphasis on quality and brand development, with initiatives aimed at enhancing product design and customer service [14]. - The industry is poised for a transformation from being known as the "price butcher" to "Hebei quality manufacturing," indicating a shift towards value-based competition [14].

Core Viewpoint - The company reported strong financial performance in Q3 2025, with significant year-on-year growth in revenue and net profit, while also strategically positioning itself in high-growth sectors [1][2] Financial Performance - For the first three quarters of 2025, the company achieved revenue of 53.663 billion yuan, a year-on-year increase of 16.08%, and a net profit attributable to shareholders of 2.843 billion yuan, up 19.91% [1] - In Q3 2025, the company recorded revenue of 20.702 billion yuan, representing a year-on-year growth of 19.25% and a quarter-on-quarter increase of 30.23% [1] - The net profit for Q3 2025 was 1.7 billion yuan, showing a year-on-year increase of 12.62% and a substantial quarter-on-quarter growth of 138.20% [1] - The gross margin was 19.09%, down 2.34 percentage points year-on-year but up 3.34 percentage points quarter-on-quarter [1] - The net profit margin was 7.72%, reflecting a quarter-on-quarter increase of 3.06 percentage points [1] Strategic Positioning - The company is a leading provider of precision manufacturing solutions across the entire smart terminal industry chain, with a focus on high-growth sectors [1] - In consumer electronics, the company has strengthened its market position in various materials and components, achieving rapid market share growth in high-end smartphone models [1] - In the smart automotive sector, the company is enhancing its product matrix and has achieved batch delivery of key products, with plans for significant production capacity in automotive glass [1] - The company has made breakthroughs in smart wearables, successfully delivering AI glasses and collaborating with leading global wearable companies [1] - In other smart terminal areas, the company has made substantial progress in partnerships and has seen significant revenue growth in smart retail products [1][2] Margin Outlook - The slight decline in gross margin is attributed to a strategic shift in business structure, with an increased focus on lower-margin assembly operations [2] - The company anticipates that as new products enter a cycle of innovation, the overall gross margin will improve due to the introduction of new materials and processes [2] Profit Forecast - The company is expected to achieve net profits of 4.818 billion yuan, 6.696 billion yuan, and 8.192 billion yuan for the years 2025, 2026, and 2027, respectively, with corresponding price-to-earnings ratios of 32.43, 23.33, and 19.07 [2]

Core Insights - The article highlights the rapid advancement of automation and intelligent manufacturing across various industries in China, showcasing the integration of AI and digital technologies into traditional production processes [13]. Group 1: Automation in Manufacturing - Jiangxi Province's Weimei Ceramics Co., Ltd. has achieved fully digital and intelligent production on its automated ceramic production line [1]. - In Anhui Province, CRRC Puzhen Alstom Transportation Systems Co., Ltd. is manufacturing unmanned rail trains, indicating a shift towards autonomous transportation solutions [3]. - A toy manufacturing company in Yongzhou, Hunan Province, is utilizing automated production lines, reflecting the trend of automation in consumer goods manufacturing [11]. Group 2: Intelligent Mining and Resource Management - In Hainan Province, an unmanned mining truck is operating at a granite mining project, which is recognized as the most intelligent "AI + green smart mine" in the region [2]. - Shandong Province's Rongcheng City is accelerating the development of a new energy system that integrates nuclear, wind, and solar resources, indicating a strategic approach to resource management and industrial cultivation [5]. Group 3: Smart Factories and AI Integration - In Fujian Province, Shuangchi Technology's smart factory uses AI to match consumers' foot data with suitable shoe designs, demonstrating the application of AI in personalized manufacturing [7]. - In Heilongjiang Province, AI is employed for quality inspection in the manufacturing process at Harbin Boiler Factory, showcasing the role of AI in enhancing product quality [9]. - The "island-style" lean manufacturing factory by SAIC-GM-Wuling in Liuzhou, Guangxi, represents a breakthrough in traditional assembly line models, emphasizing innovative production methods [9]. Group 4: Industry Transformation and Policy Support - The 20th Central Committee of the Communist Party of China has outlined strategies to optimize traditional industries and foster emerging sectors, aligning with the ongoing trend of intelligent and green industrial transformation [13].