A | (Yonhap)South Korea’s business sentiment rose to its highest level in nearly four years in August, driven by improving confidence in the manufacturing sector led by semiconductors, increased passenger demand during the summer vacation season, and a recovery in the information and communications technology (ICT) sector.According to the Bank of Korea on Wednesday, the composite business sentiment index (CBSI) for all industries rose 1.1 points from July to 99.6 in August. It was the highest level since September 2022, when the index stood at 102, marking a second straight monthly increase after falling 1.2 points in June and rising 0.8 points in July.The CBSI is a measure of corporate sentiment calculated from five major indicators for manufacturing and four for non-manufacturing. A reading above the 2003-2025 average of 100 signals optimism, while a reading below 100 signals pessimism.The BOK noted that manufacturing, led by semiconductors, has driven the recovery in business sentiment since the downturn in late 2022, while nonmanufacturing also improved this month, pushing overall sentiment to a nearly four-year high.The manufacturing CBSI rose 0.6 point to 103.8 in August, extending its gains to five straight months and reaching its highest level since June 2022, when it was 107.1. It has stayed above its long-term average of 100 for four months after surpassing it in May at 100.8, its first reading above 100 in three years and nine months.Higher finished-product inventories, up 0.6 point, and improved financial conditions, up 0.4 point, drove the August gain.The CBSI for large companies fell 1.6 points to 103.7, ending a five-month rise, while the index for small and midsize enterprises rose 2.2 points to 99.8, its highest since June 2023, when it was 103.2. Sentiment among small and midsize enterprises has risen for two straight months since July.The CBSI for export-oriented companies rose 1 point to 108.5, its highest since May 2022, when it was 114. The index for domestic-oriented companies fell 0.6 point to 99.4.The BOK, however, called the declines at large and domestic-oriented companies temporary, saying sentiment has broadly improved across companies of all sizes and both export- and domestic-oriented businesses since the start of the year.The nonmanufacturing CBSI rose 1.5 points to 96.7, rebounding after two straight monthly declines from May’s 97.5. Higher sales, up 0.6 point, and improved financial conditions, up 0.5 point, led the gain.The BOK said nonmanufacturing sentiment improved more sharply as transportation and passenger demand increased during the summer vacation season and the broadcasting, film and services industries recovered.Among manufacturers, sentiment in electronics, video and telecommunications equipment improved on higher printed circuit board prices and the use of stockpiled inventories as operating rates were reduced during the vacation season.Food products also improved as the exchange rate lowered prices for imported ingredients and selling prices rose for products including processed meat.In nonmanufacturing, transportation and warehousing sentiment improved on higher ocean freight rates and increased passenger demand, while information and communications sentiment rose on better performance among video, broadcasting and IT service companies.The outlook for September also improved, with the all-industry CBSI forecast rising 3.1 points from August to 99.6. The manufacturing outlook rose 2 points to 102.5 and the nonmanufacturing outlook 3.9 points to 97.6.The Economic Sentiment Index (ESI), which combines the BSI and Consumer Sentiment Index (CSI), rose 1.5 points to 99.4 in August. Its seasonally adjusted cyclical component rose 0.4 points to 96.9, the highest since September 2022, when it was 97.9.The survey was conducted from August 10 to 18 among 3,524 companies nationwide, with 3,170 responding, including 1,770 manufacturers and 1,400 nonmanufacturers.。
日前，唐山蓝仓海洋科技有限责任公司员工在查看设备运行情况。
B | 日报记者 赵杰摄日报讯（记者王育民）“设备运行正常。”8月10日一早，唐山蓝仓海洋科技有限责任公司经理曹文强便来到生产车间，对设备运行情况进行检查。
C | 曹文强一心牵挂的，是不久前正式投产的年产4000吨溴素项目一期。“这是我们生产的溴素，纯度已经达到了一级品标准。”他指着一瓶看似碘伏的液体说，一吨溴素售价约3.2万元，而它的源头就是以往被视作废弃物的海水。蓝仓公司所在的唐山海港经济开发区，因海而生，海水资源十分丰富。“这个项目的正式投产，打通了海洋资源综合利用产业链。
D | ”该经开区发改局相关负责人说，从废海水里提“金”，价值实现“三连跳”。蓝仓公司东侧，仅一墙之隔，是唐山申港海水淡化有限公司。两家公司管道相连，是产业链的上下游。“我们的废水是蓝仓公司的宝贝。
E | ”申港公司副总经理马海龙说，他们“吃”进电厂发电冷却水，“吐”出淡化海水和提溴素用浓海水，成了产业链中的枢纽。通过产业链示意图记者看到，申港公司的上游是大唐王滩电厂。海港经开区及周边区域聚集着多家钢铁、焦化企业，工业用水量巨大。
F | 然而，市政供水量有限，向大海“要水”成了破局的关键。据了解，大唐王滩电厂采用海水直流冷却工艺，与同等规模的火电循环冷却模式相比，机组满负荷运行每日可节约淡水上万吨。
G | 而电厂冷却后产生的温海水，是申港公司海水淡化不可多得的好原料。
H | 马海龙解释，简单来说，海水淡化就是将海水中的盐和水分离开来，对水温要求较高。
I | 如果水温低于零摄氏度，分离后形成的淡水便会上冻，影响下一步生产。从电厂到海水淡化厂，原本废弃的温海水实现价值“第一跳”。申港公司厂区里管线遍布，大多数管道通向附近的工业企业。“每2.5吨废弃温海水进去，可产出1吨淡水，而且经过淡化的海水矿物质和杂质少。”马海龙介绍，下游企业用了它，既省了二次过滤的钱，又能保护核心设备。如今，申港公司海水淡化一期项目建成投产，二期项目已投入试运营，日产能达10万吨。在这里，海水价值有了“第二跳”。一头将淡化海水送到工业企业，一头将废弃浓海水输进蓝仓公司。目前，蓝仓公司每日可利用申港公司7.5万吨废弃浓海水，提取6吨溴素，日产值超19万元。这样，从废弃浓海水中提取溴素，价值又实现跨越式“第三跳”。作为基础化工原料，溴素广泛应用于阻燃剂、医药中间体以及农用化学品等领域。“当前，我国每年需大量进口溴素，以满足工业发展的需要。”曹文强说，他们的产品还未正式销售，已有20多家经销商主动联系。
J | 眼下，蓝仓公司的二期项目正在加紧推动。建成投产后，海港经开区的海洋资源综合利用产业链含金量将越来越足。
K |
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