河南日报记者 李昊 1月4日，2026年全省重大项目建设暨制造业高质量发展动员部署会在开封市召开。这场关键会议，至关 重要，为全年工作定下基调。 2025年，河南经济稳中向好，为"十四五"画上圆满句号。但成绩属于过去。"十五五"时期，外部环境风 急浪高，内部改革步入深水区，河南今后该怎么走？ 此次会议给出清晰答案：布局2026，河南第一枚棋子，就落在"项目"与"制造"上。 为何如此急迫？时机不等人。今年是"十五五"开局之年，国家政策窗口已经打开——"两重""两新"政策 效能加速释放，为项目加快建设提供了坚实基础。 这些机遇，稍纵即逝。河南，必须紧紧抓住。 此次会议提出，"要把加强基建项目和做优产业项目有机结合起来"，让基础设施为产业铺路，让产业项 目为发展赋能。两者如鸟之双翼、车之双轮，将共同驱动区域经济。 项目落地的速度，体现着发展的决心。元旦期间，位于郑州航空港经济综合实验区的惠科新型显示基地 一片繁忙。这个智能制造基地，从开工到投产仅用180天，创下行业纪录。"1月份，我们已接到38万台 订单，现在每天出货超一万台。"基地负责人说。 如今，项目谋划不再是简单的"铺摊子"，必须把目光从河南一域切换到全国统 ...

1月4日，2026年全省重大项目建设暨制造业高质量发展动员部署会在开封市召开。这场关键会议，至关 重要，为全年工作定下基调。 2025年，河南经济稳中向好，为"十四五"画上圆满句号。但成绩属于过去。"十五五"时期，外部环境风 急浪高，内部改革步入深水区，河南今后该怎么走？ 项目落地的速度，体现着发展的决心。元旦期间，位于郑州航空港经济综合实验区的惠科新型显示基地 一片繁忙。这个智能制造基地，从开工到投产仅用180天，创下行业纪录。"1月份，我们已接到38万台 订单，现在每天出货超一万台。"基地负责人说。 这不是个例。新年伊始，河南多地重点项目全力冲刺"开门红"。它们，对经济拉动有多大？ 太行山深处，九峰山抽水蓄能电站，一个"身价"超130亿元的"超级充电宝"正在抓紧建设。这个国家"十 四五"重点工程，建成后每年可节约标准煤15.6万吨、减少二氧化碳排放68.85万吨。对当地来说，它带 来的远不止电力。项目还带动了配套的砂石厂、钢管厂，激活上下游产业，提供数千岗位，为地方经济 注入实打实的动力。 抢抓一季度，夺取"开门红"，不仅为全年打基础、攒底气，更为"十五五"整场马拉松奠定步调。当重大 项目密集落地，夯实的 ...

Core Viewpoint - Hengxin Life Technology Co., Ltd. has reported its first semi-annual results since its listing, showcasing significant revenue and profit growth despite a competitive environment in the food delivery industry and ongoing environmental policies [1][2]. Financial Performance - In the first half of 2025, the company achieved revenue of 871 million yuan, a year-on-year increase of 18.81%, and a net profit of 125 million yuan, up 19.70% [1][2]. - The net profit growth rate exceeded that of revenue, indicating improved profitability quality. The gross margin remained high at 24.84%, with a return on equity (ROE) of 8.08% and strong operating cash flow [2]. - Revenue from biodegradable food containers reached 431 million yuan, accounting for 50% of total revenue, with a gross margin of 29.11%, significantly higher than the 19.14% for non-biodegradable products [2]. R&D Investment - The company increased its R&D expenditure to 28.435 million yuan in the first half of 2025, a 14.6% year-on-year increase, representing 3.3% of revenue [2]. - R&D investments have grown from 32.15 million yuan in 2021 to 53.37 million yuan in 2024, ensuring the company maintains a competitive edge in environmental materials and processes [2]. Domestic Demand Growth - Domestic sales revenue reached 573 million yuan, a 30.54% increase year-on-year, accounting for 65.8% of total revenue, while export revenue grew by only 1.31% [3]. - The expansion of major clients like Luckin Coffee, which grew from 6,000 stores in 2021 to 26,206 by mid-2025, has significantly contributed to Hengxin Life's revenue, with this client accounting for 16.49% of sales in the first half of 2025 [3]. Capacity Expansion and Internationalization - The company’s Thai subsidiary began production in April 2025, marking a significant step in its overseas expansion, catering to Southeast Asian markets and providing a foothold for entry into Europe and the U.S. [4]. - The investment progress for the "annual production of 30,000 tons of compostable green environmental biological products" project has reached 94.16% completion as of June 2025 [4]. - The expansion of production capacity is expected to enhance cost optimization and bargaining power, positioning the company favorably in the competitive landscape of the eco-friendly food container industry [4]. Industry Trends - The semi-annual report reflects broader industry trends, with domestic "plastic bans" driving demand for biodegradable products in various sectors, while tightening international environmental standards elevate green food containers from an option to a necessity [5]. - Despite intense competition, Hengxin Life has established a differentiated advantage through comprehensive product coverage, strong client relationships, and international expansion [6].

Bamboo Industry in Chishui City - Chishui City, known as one of the first ten bamboo towns in China, has 1.328 million acres of bamboo forests, creating a green ecological barrier and a thriving bamboo industry chain [1] - The bamboo industry in Chishui has seen continuous growth due to the "replace plastic with bamboo" policy, attracting high-quality enterprises and leading to the establishment of companies like Guizhou Xingchangmei Bamboo Industry Development Co., which produces bamboo chopsticks and containers [5][10] - The bamboo industry is transitioning towards deep processing and high value-added products, including bamboo pulp paper, eco-friendly tableware, and biomass materials [7] Economic Impact - The bamboo industry has provided stable employment opportunities for local residents, allowing them to earn a living without migrating [8] - The development of the bamboo industry has been recognized by the China Forestry Industry Federation, awarding Chishui the title of "Bamboo Capital of China" in 2023 [10] Tea Industry in Meitan County - Meitan County, a major tea-producing area in Guizhou, has over 300,000 tea farmers benefiting from the tea industry [12] - The tea gardens in Meitan have expanded to 600,000 acres, contributing significantly to rural revitalization [13] - Guizhou Yangchun Baiyue Tea Co., a key agricultural enterprise, connects over 20,000 acres of tea gardens and supports more than 30,000 tea farmers through a cooperative model [16] Agricultural Development in Sanjia Village - Sanjia Village, led by a young village party secretary, has initiated agricultural projects, including the cultivation of millet on over 100 acres of land [15][18] - The village has successfully sold over 30,000 pounds of millet through online sales, generating over 400,000 yuan in revenue [20] - Efforts are being made to create a complete industrial chain that integrates agricultural production, processing, and sales [20]

Group 1 - After the latest adjustments in China-US tariff policies, many foreign trade companies have resumed their supply to the US market and restarted production and promotion of export products [1][7] - In Longgang, Zhejiang, a surge in foreign trade has been observed with numerous US orders returning, leading to a busy production environment in packaging companies [3] - A high-tech company focused on food packaging is currently rushing to fulfill a batch of orders worth nearly $200,000 for the US market [5] Group 2 - Following the announcement of reduced tariffs, many foreign trade companies in Xiamen, Fujian, received urgent order requests from US clients [7] - A packaging technology company in Zhejiang has prioritized US orders, aiming for rapid delivery within 90 days and plans to establish subsidiaries in Mexico and Europe to adapt to tariff measures [8] - A shoe company reported that over 60% of its overseas business comes from the US, and after the tariff adjustments, it has started shipping previously accumulated inventory and received numerous new orders [10][11] Group 3 - A textile export company in Xiamen is actively shipping out previously accumulated inventory worth 10 million yuan and has received new orders totaling $2.7 million [13] - The general manager of a textile import-export company in Fujian emphasized the need to diversify by developing markets in other countries and launching a domestic brand this year [15]

Group 1: Hongjing Optoelectronics - Hongjing Optoelectronics is a leading global supplier of optical lenses and camera modules, with products used by renowned brands such as Daimler-Benz, Nissan, Honda, Chery, and BYD [1][2] - The company focuses on R&D, design, production, and sales of optical lenses and camera modules, targeting the global optoelectronic field [2] - In 2022, Hongjing held a 3.70% market share in the global automotive optical lens market, ranking sixth globally, and is projected to have a 9.95% share in the home camera lens market in 2023 [2] - The company has established long-term partnerships with major EMS/ODM manufacturers and Tier 1 automotive suppliers, ensuring a stable supply chain [3] - Revenue projections for 2022 to 2024 are CNY 446 million, CNY 773 million, and CNY 1.092 billion, with net profits of CNY 56 million, CNY 116 million, and CNY 165 million respectively [4] Group 2: Hengxin Life - Hengxin Life is a leading domestic provider of biodegradable food packaging, supplying major brands like Starbucks, McDonald's, and DQ [1][6] - The company specializes in the R&D, production, and sales of paper and plastic food packaging, utilizing materials such as PLA and traditional plastics [6] - Revenue projections for 2022 to 2024 are CNY 1.088 billion, CNY 1.425 billion, and CNY 1.594 billion, with net profits of CNY 163 million, CNY 214 million, and CNY 220 million respectively [7] - The company has established multiple production bases across China and has a comprehensive manufacturing system, enabling flexible production and rapid delivery [7]