"透视图"栏目在年终特别策划了"36氪年度透视"系列，用数据透视2025全年趋势，以图片呈现今年商业世界中不可错过的要点。 最需攻坚的卡脖子领域 本图讨论的是未来五年政策与产业资源的配置方向,而非具体投资建议或短期回抄 数据截至2025年12月15日,来源:"十五五"规划建议、公开消息,36 90%的国产替代空间,就是万亿市场 别卷无人机了(95%),去卷光刻胶。(10%)和高端机床(6% 高端制造装备和配套工业软件的国产化率、材料国产化率(举例): · 硬件设备 配套工业软件 工业无人机 研发设计类 40% 高端生产控制类 锂电设备 30% 高端管理类 半导体设备 25% 工业机器人 材料 光刻胶(集成电路) 汽车制造设备 10% 电子特气(集成电路) AOI检测设备 15% 小丝束碳纤维(航空航天) 高档数控机床 10% PTFE(5G) 90% 已基本实现国产替代 PEEK(人形机器人) 国产化率低,替代空间巨大 | 8% 1 | 国产化率低,往往意味着: | | --- | --- | | . | 技术难度高、 | | | 客户验证周期长、 | | o model o modelo de constr ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688577 证券简称：浙海德曼 公告编号：2025-034 浙江海德曼智能装备股份有限公司 关于拟购买土地使用权的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： 三、拟购买土地使用权交易标的基本情况 1、基于公司战略规划及经营发展的长期需要，公司拟使用资金不超过人民币26,000万元购买位于浙江 省玉环市玉环新城（漩门二期）南部的土地，作为公司战略发展用地。 2、公司于2025年12月25日召开第四届董事会第八次会议，审议通过了《关于拟购买土地使用权的议 案》，并同意授权公司管理层办理竞拍土地使用权所涉及的相关手续，包括但不限于办理相关审批手 续、确定及签署相关协议与文件、项目投融资、拍地、建设、运营等各项具体工作。本次事项在公司董 事会权限范围内，无需提交股东会审议。 3、本次拟购买土地使用权资金来源包括但不限于自有资金、银行贷款或其他符合法律法规规定的方 式，公司将根据实际资金情况实施进度进行合理规划调整。 4、本次拟购买土地使用权事项不构 ...

南财智讯12月25日电，浙海德曼公告，公司拟使用资金不超过人民币2.60亿元购买位于浙江省玉环市玉 环新城（漩门二期）南部的土地使用权，土地面积约291亩，规划用途为工业用地，将用于建设高端机 床产业园。本次土地使用权通过招拍挂方式取得，最终成交价格以签署协议为准。资金来源包括自有资 金、银行贷款或其他合法合规方式。此次购地旨在扩大优势产品生产能力，布局产业链上下游，提升市 场竞争力。本次交易不构成关联交易，亦不构成重大资产重组，不存在重大法律障碍。截至公告日，公 司尚未签署相关协议，竞得土地及交易完成时间存在不确定性。 ...

Summary of Haideman's Conference Call Company Overview - **Company**: Haideman - **Industry**: High-end machine tools and robotics Key Points and Arguments High-end Machine Tool Development - Haideman has completed the layout of high-end machine tool product types and plans to gradually increase orders in the robotics market by 2026 through independent core technology and in-house component manufacturing [2][3] - The company has made significant advancements in various technical fields, including grinding equipment and high-speed machining of aluminum and magnesium alloys [3] Robotics Industry Progress - Haideman aims to address two main challenges in the robotics industry: low-cost mass manufacturing and the integration of AI with application scenarios [4] - The company has developed specialized machines and high-end models to replace imported high-end machine tools from Japan and Germany [4] - A strategic partnership with leading robotics companies has been established to cover R&D, parts manufacturing, and sales [4] Production Capacity and Facilities - By 2026, Haideman plans to achieve a production capacity of over 3,000 humanoid robots and 10,000 quadruped robots [7] - The company has constructed a nearly 30,000 square meter facility and is initiating small-batch assembly lines, with a production value chain share of 40%-60% [7] Precision and Hardness Achievements - Haideman's hard turning equipment has achieved precision within 1 micron, with ongoing efforts to reach 0.1-0.3 microns [9] - The hardness of their products reaches HRC 58-63, significantly enhancing the rigidity and efficiency of their lathes compared to grinding machines [9] CNC System Development - The company utilizes both domestic and foreign CNC systems, with significant secondary development of domestic systems to match foreign performance [10] - Collaboration with Weichuang Electric focuses on motors and servos, but not on control systems [10] Customer Base and Market Growth - Haideman has approximately five to six clients, including some top-tier companies, although specific names cannot be disclosed [12] - The machine tool business is experiencing continuous growth, with quarterly order increases and positive market feedback [15] Strategic Partnerships and Applications - A deep strategic partnership with 58.com aims to optimize design for efficiency, quality, and cost reduction, with ongoing assembly of small-batch quadruped robots [16] - Potential applications in public security, riot control, and inspection are being explored, indicating significant future demand [16] Future Directions and Market Engagement - Haideman plans to showcase its printing and robotic assembly lines to the capital market, focusing on high-end machine tools and intelligent manufacturing [17] - The company aims to gradually demonstrate its R&D achievements and create value for the industry [17]

2025年即将划上句号，回望这一年的中国经济，无论是对内还是对外，又是整个国家克服巨大困难的一年。这一年走得不容易，成效也看得出来。本周召 开的中央经济工作会议提出的八项任务中，坚持内需主导，建设强大国内市场被放在了首位。那么未来的一年，中国经济将会取得什么样的进展，新的重 要政策和措施将如何更精准地抵达企业和个人？ 2026中国经济 在复杂而不确定的外部环境下，中国外贸的驱动力来自何处？数据显示，今年前11个月，我国对美国出口同比下降18.9%，比去年同期减少897.6亿美元。 与此同时，我国对东盟的出口，比去年同期多出723.76亿美元，对欧盟出口比去年同期增长384亿美元，从而弥补了对美出口的下降。此外，我国对非 洲、拉美等经济体出口，增速也在加快。 中国国际经济交流中心研究员 张茉楠：在2018年之后，我们逐步实现了贸易的多元化，特别是市场的多元化，比如说东南亚、非洲和拉美等，逐步形成 了我们多元化的布局。贸易的多元化，使得我们会减少对单一市场的依赖。 中国出口的逆势增长，离不开外贸企业的竞争力。数据显示，民营企业已经成为稳住外贸大盘的主力军。前11个月，民营企业进出口23.52万亿元，逆势 增长7. ...

中国国际经济交流中心研究员 张茉楠：在2018年之后，我们逐步实现了贸易的多元化，特别是市场的多元化，比如说东南亚、非洲 和拉美等，逐步形成了我们多元化的布局。贸易的多元化，使得我们会减少对单一市场的依赖。 央视网消息：2025年即将划上句号，回望这一年的中国经济，无论是对内还是对外，又是整个国家克服巨大困难的一年。这一 年走得不容易，成效也看得出来。本周召开的中央经济工作会议提出的八项任务中，坚持内需主导，建设强大国内市场被放在了首 位。那么未来的一年，中国经济将会取得什么样的进展，新的重要政策和措施将如何更精准地抵达企业和个人？ 2026中国经济：向"内"求变 本周一，山东青岛港，随着这艘货轮完成装卸作业，这个世界第四大港今年的货物吞吐量累计突破7亿吨，比去年完成这一数字提 前了15天。同一天，海关总署发布今年前11个月的外贸数据，我国货物贸易进出口总值41.21万亿元，同比增长3.6%。其中，出口 24.46万亿元，进口16.75万亿元，我国贸易顺差首次超过1万亿美元。 中国国际经济交流中心研究员 张茉楠：从市场或者从国际社会来看，大家原本预期中国今年的出口可能会面临非常大的挑战，或者 说我们出口会面临 ...

Economic Overview - In 2025, China's economy faced significant challenges but showed resilience, with a focus on domestic demand and building a strong domestic market highlighted in the Central Economic Work Conference [1][15] - China's total import and export value reached 41.21 trillion yuan, with a year-on-year growth of 3.6%, and a trade surplus exceeding 1 trillion USD for the first time [1][3] Trade Dynamics - Despite a decline in exports to the US by 18.9%, China saw increased exports to ASEAN and the EU, indicating a diversification of trade markets [4][6] - Private enterprises have become the mainstay of foreign trade, with their imports and exports growing by 7.1%, accounting for 57.1% of China's total foreign trade [6][8] Domestic Demand and Consumption - The Central Economic Work Conference emphasized the need to boost domestic demand and consumer spending, with a focus on addressing the imbalance between strong supply and weak demand [19][25] - The proportion of final consumption in GDP reached 56.6%, indicating room for growth compared to developed countries [17] Policy Initiatives - A new initiative to implement a "rural and urban residents' income increase plan" aims to enhance income levels and stimulate consumption [27][28] - The government plans to optimize policies related to consumption, including doubling the budget for the "two new" policies to 300 billion yuan, which has already driven significant sales growth [26][30] Market Stability and Quality Improvement - The focus is shifting from quantity to quality in production, with measures to combat "involution" in various industries [21][24] - The government aims to stabilize the real estate market to boost consumer confidence, with policies to manage inventory and improve supply [33][35]

Core Viewpoint - The Chinese equipment manufacturing industry has achieved significant growth, with its added value accounting for 35.5% of the national industrial output in the first half of 2025, highlighting its role as a stabilizing force in the economy [1][2]. Group 1: Industry Development - The equipment manufacturing industry in China is experiencing comprehensive upgrades across multiple dimensions, including higher industrial status, expanding scale and foreign trade, stronger innovation capabilities, and improved development quality [2]. - Over the past 40 years, China's manufacturing competitive advantage has shifted from scale and cost to a focus on innovation, particularly in complex product areas such as new energy vehicles, robotics, and high-end machine tools [2][5]. - The industry is transitioning from an externally driven development model to an internally driven one, supported by domestic demand and innovation [1][2]. Group 2: Strategic Directions - The industry must focus on quality transformation while consolidating its scale advantages, aiming to build a sustainable and adaptable industrial resilience system [5][6]. - Key strategies include enhancing innovation-driven development, promoting structural upgrades, and increasing system resilience through optimized supply chain layouts [5][6]. - The next phase of development should emphasize the integration of artificial intelligence with manufacturing, enhancing the value creation capacity of the manufacturing sector [6]. Group 3: Future Outlook - The upcoming "14th Five-Year Plan" period is critical for advancing new industrialization strategies, shifting from low-cost manufacturing to high-quality manufacturing that actively influences global production systems [6]. - The future competitiveness of Chinese manufacturing will rely on a complex, interconnected, and collaborative innovation system rather than solely on cost advantages [6].

Core Insights - China's foreign trade has achieved a historic milestone with a trade surplus exceeding 1 trillion USD for the first time, driven by a significant increase in exports compared to a minimal rise in imports [4][11] - The total value of China's goods trade reached 41.21 trillion RMB, reflecting a year-on-year growth of 3.6% [3][4] Export and Import Dynamics - Exports amounted to 24.46 trillion RMB, growing by 6.2%, while imports were 16.75 trillion RMB, with a mere increase of 0.2% [4][5] - The export structure has shifted fundamentally, with electromechanical products accounting for 60.9% of total exports, and notable growth in integrated circuits and automobiles at 25.6% and 17.6%, respectively [4][11] - In contrast, traditional labor-intensive product exports have declined by 3.5% [4][11] Market Restructuring - ASEAN has become China's largest trading partner, with a trade value of 6.82 trillion RMB, up 8.5%, while trade with the EU reached 5.37 trillion RMB, growing by 5.4% [5][11] - Trade with the US has decreased by 16.9%, now accounting for only 8.9% of total trade [5][11] - Trade with countries involved in the Belt and Road Initiative totaled 21.33 trillion RMB, reflecting a growth of 6% [5] Role of Private Enterprises - Private enterprises have emerged as a key driver of trade surplus, with their total trade reaching 23.52 trillion RMB, a 7.1% increase, representing 57.1% of total foreign trade [5][6] - These enterprises are not only dominant in scale but also excel in innovation, with high-tech product exports reaching nearly 1 trillion RMB, including significant growth in industrial robots and high-end machine tools [5][6] Import Trends - The sluggish growth in imports, at only 0.2%, has contributed to the expanding trade surplus, aided by falling international commodity prices [7][8] - The average import price of major commodities like iron ore, crude oil, and coal has decreased by 9.4%, 12.1%, and 23.9%, respectively [7] Sustainability of Trade Surplus - Experts express cautious views on the sustainability of the large trade surplus, suggesting that expanding imports will be a crucial focus moving forward [9] - The current trade surplus is accompanied by a structural deficit in service trade, particularly in intellectual property and travel services [9][10] Future Strategies - Proposed strategies for addressing the challenges of the trade surplus include diversifying international market structures and promoting the integration of domestic and foreign trade [10] - Specific measures include leveraging RCEP for regional trade and enhancing cooperation through the Belt and Road Initiative [10]

海关总署今天对外公布，今年前11个月，我国货物贸易保持增长，进出口总值41.21万亿元，同比增长 3.6 %。我国货物贸易进出口有哪些重点和亮点？如何看待这份成绩单？一起来听记者解读。 出口结构优化升级韧性十足 为什么有这么好的表现？我国外贸的优势在持续发挥强劲势能。 从出口来看，整体韧性十足： ——我国产业链供应链完备，200多种主要工业品产量居全球第一，像新能源汽车、光伏等产业以低成 本、高效率响应全球需求，保障稳定交付，这是出口订单稳定的核心支撑。 ——出口产品结构升级，机电产品出口占出口总值超六成以上，特别是高新技术产品持续贡献出口增 量。 总台央视记者 孔令雯：我国货物贸易进出口41.21万亿元，同比增长3.6%，并且月度进出口连续10个月 保持增长，印证了我国外贸平稳增长的态势没有变。 特别是11月，进出口同比增速回升，比10月份加快了4个百分点。11月当月出口、进口双增长，同比、 环比双增长，这两个双增长彰显了我国外贸的韧性和活力。 进口延续连增态势 从进口来看，今年以来延续了逐月增长的走势，已连续6个月保持增长，同时进口结构持续优化、来源 地更趋多元。 ——商品结构按需优化：一方面大宗商品进口 ...