固化近年来积累探索的好经验好做法，打造建议提案办理工作的"上海标杆"。 上海市委副书记、市长龚正今天（2月9日）主持召开市政府常务会议，要求在市委坚强领导下，全力做 好2026年市政府重点工作；认真做好市"两会"人大代表建议和政协提案办理工作；扎实推进法治政府建 设；持续推动上海城市更新工作；确保春节期间城市运行安全。 会议指出，推动上海城市更新，要聚焦宜居安居，加力推进城中村改造和旧住房成套改造，做好"两旧 一村"改造的后半篇文章。聚焦功能提升，激活城市存量资源潜力，抓好商办楼宇改造提升，加强低效 产业用地盘活，提升"一江一河一带"品质。聚焦建章立制，加强规划引领和政策支撑，推动企业市民多 元参与。 会议听取今年安全生产重点工作的汇报并指出，春节长假即将到来，各区、各部门要时刻保持高度警 惕，切实做好城市安全工作，抓实抓细事故防范，强化社会面火灾防控，全力保障群众出行出游安全， 并加强灾害事故风险分析研判、预测预报预警和应急指挥救援。 会议还研究了其他事项。 会议指出，要认真研究"两会"代表委员建议提案，深入沟通、高效办理。要固化近年来积累探索的好经 验好做法，打造建议提案办理工作的"上海标杆"。要努力把办 ...

在高校专业结构优化调整的进程中，多地提出严格控制教育类专业的布点增设和招生规模，多所师范类 院校加快了新工科人才培养的布局。 例如，2025年9月4日，淮北师范大学人工智能学院、能源科学与工程学院举行揭牌仪式。该校校长张焕 明指出，两所学院的成立，是学校响应教育强国建设和教育强省建设关于"深化新工科、实施新工科建 设行动"部署的重要举措，也是落实学校第三次党代会"优化学科布局、推进传统专业改造升级、实施学 科领校战略"部署的关键行动，更是学校构建"师范+工科"协同发展格局、提升教育质量与科研创新能 力、打造办学品牌的有力抓手。 麦可思研究院近期发布的《中国-世界高等教育趋势报告（2026）》（下称"报告"）显示，在专业结构 方面，师范院校正在打破传统的人才培养格局，向多学科发展。麦可思研究统计发现，近1/4的师范本 科院校在过去的3年里新增了3个及以上工科专业（不包括"二学位"）。 根据报告，师范院校新增的工科专业，以人工智能专业居多，其后是新能源材料与器件、材料科学与工 程、机器人工程、网络空间安全、智能建造等。这些专业普遍具有学科交叉性强、紧跟科技发展前沿、 注重实践与应用，并且与当前社会发展的热点领域相 ...

| | 表 1 CBNRI 首席经济学家调研:2026年1月经济数据预测 | | | | | --- | --- | --- | --- | --- | | 指标 | 2025 年 12 | 2026年1月 | 2026年1月 | 2026年1月预测 | | | 月公布值 | 预测均值 | 预测中位数 | 区间 | | 信心指数(2026年2月) | 50. 3 | 50. 2 | 50. 5 | 49 ~ 51 | | CPI 同比 (%) | 0. 8 | 0. 4 | 0. 5 | 0.2 ~ 0.9 | | PPI 同比 (%) | -1.9 | -1.4 | -1.4 | -1.7 ~ -1.2 | | 新增贷款(亿元) | 9100. 0 | 49700. 0 | 49500. 0 | 45000 ~ 57700 | | 社会融资总量(万亿元) | 2. 2 | 7.0 | 7.0 | 6.5 ~ 7.4 | | M2 同比 (%) | 8. 5 | 8. 4 | 8.4 | 8 ~ 8.7 | | 存款基准利率(%,2026年2月底) | 1.5 | 1.5 | 1.5 | 1.5 ~ 1.5 ...

正常的投资退出行为，长期陪伴产业成长、助力国产替代的战略方向并未改变。 开年以来，国家集成电路产业投资基金（下称"国家大基金"）在半导体板块的减持动作持续受到市场关 注。2月8日晚间，安路科技（688107.SH）发布公告称，股东大基金一期拟在未来三个月内减持不超过 公司总股本的2%。这已是安路科技自2025年以来第三次迎来大基金的减持计划。 与此同时，沪硅产业（688126.SH）、泰凌微（688591.SH）、慧智微（688512.SH）等多家半导体公司 也在近期相继披露了大基金的最新减持进展或计划。从已公布的信息来看，大基金一期、二期均有减持 操作，涉及公司多为已上市多年的半导体产业链企业。 尽管短期内减持动作频繁，但业内普遍认为，这是大基金作为产业投资基金的正常投资退出行为，长期 陪伴产业成长、助力国产替代的战略方向并未改变。 大基金多次减持安路科技、沪硅产业 在近期公告大基金减持计划或减持进展的半导体上市公司中，沪硅产业与安路科技都是在近半个月内迎 来二度减持。 截至公告日，大基金一期持有安路科技2295.45万股股份，占公司总股本的5.73%，均为IPO前取得。此 次减持计划显示，大基金拟在公告披 ...

开年以来，国家集成电路产业投资基金（下称"国家大基金"）在半导体板块的减持动作持续受到市场关 注。2月8日晚间，安路科技（688107.SH）发布公告称，股东大基金一期拟在未来三个月内减持不超过 公司总股本的2%。这已是安路科技自2025年以来第三次迎来大基金的减持计划。 与此同时，沪硅产业（688126.SH）、泰凌微（688591.SH）、慧智微（688512.SH）等多家半导体公司 也在近期相继披露了大基金的最新减持进展或计划。从已公布的信息来看，大基金一期、二期均有减持 操作，涉及公司多为已上市多年的半导体产业链企业。 尽管短期内减持动作频繁，但业内普遍认为，这是大基金作为产业投资基金的正常投资退出行为，长期 陪伴产业成长、助力国产替代的战略方向并未改变。 大基金多次减持安路科技、沪硅产业 在近期公告大基金减持计划或减持进展的半导体上市公司中，沪硅产业与安路科技都是在近半个月内迎 来二度减持。 截至公告日，大基金一期持有安路科技2295.45万股股份，占公司总股本的5.73%，均为IPO前取得。此 次减持计划显示，大基金拟在公告披露之日起15个交易日后的3个月内，通过集中竞价或大宗交易方式 减持不超过 ...

海南、新疆和安徽的增速领先。 2月9日，随着安徽省十四届人大四次会议闭幕，2026年省级两会都已经召开。 各地人代会审议通过了"十五五"规划纲要，各地未来5年的预期增长目标也已经确定。 多数省份目标增长年均5%左右 目前，有17个省份公布"十五五"增速目标公布，大多省份年均增速目标为5%左右，还有部分省份将目标定在5%以上。其中，海南确 定的年均增速目标为6%以上，新疆为5.5%-6%，安徽为5%-5.5%。 | | 2026年增长目标 | "十五五"增长目标 | | --- | --- | --- | | 黑龙江 | 4.5%-5% | | | 吉林 | 5%左右 | 年均增长5%以上 | | 辽宁 | 4.5%左右 | 年均增长5%左右 | | 内蒙古 | 5%左右 | 年均增长5%左右 | | 北京 | 5%左右 | 年均增速4. 5%-5% | | 天津 | 4.50% | | | 河北 | 5%以下 | | | 河南 | 5%左右 | 年均增长5%左右 | | 山东 | 2% F | | | 山西 | 4.5%至5% | | | 陕西 | 5%左右 | 年均增长5%左右 | | 甘肃 | 5.5%左 ...

Core Insights - The county economy in China has been growing significantly, with over 70 counties now exceeding a GDP of 100 billion yuan, particularly concentrated in Jiangsu province, which has 23 such counties, accounting for over 30% of the national total [1] Group 1: Economic Growth and Rankings - Jiangsu province has added a new 100 billion yuan county, Baoying, which achieved a GDP of over 100 billion yuan during the 14th Five-Year Plan period, with industrial sales reaching 120 billion yuan [1] - Jiangsu accounts for half of the top ten counties by GDP in China, with four of the top five counties being from Jiangsu, namely Kunshan, Jiangyin, Zhangjiagang, and Changshu [1] - Kunshan remains the leader in county-level economies, maintaining a GDP of 561.53 billion yuan in 2025, with a year-on-year growth rate of 5.8%, and has been ranked first in comprehensive strength for 22 consecutive years [1] Group 2: Industrial Transformation and Talent Attraction - Kunshan is transitioning its main industries from "pen chains" to "fruit chains" and "vehicle chains," while also expanding into "intelligent chains," with emerging industries like AI and high-end food gaining traction [2] - Jiangyin, ranked second among the top 100 counties, aims for a GDP of 527.22 billion yuan by 2025, maintaining a gap of over 300 billion yuan from Kunshan [2] - Changshu, a historical cultural city, is projected to achieve a GDP of 321.07 billion yuan by 2025, with a growth rate of 5.7%, surpassing Suzhou's growth by 0.3 percentage points [2] Group 3: Talent and Education - The developed county economies are attracting a significant influx of talent, with Kunshan experiencing a net inflow of 107,000 people last year, over half of whom are young individuals [3] - A cluster of prestigious universities has established campuses in the southern Jiangsu counties, contributing to local talent cultivation and supporting industrial transformation [3] - Notable institutions include Duke Kunshan University in Kunshan and Nanjing University of Science and Technology in Jiangyin, among others, enhancing the educational landscape in the region [3]

2026年国企机制改革的重点之一，便是深化"三项制度"改革。 作为国家战略科技力量，中央企业推动科技创新与产业创新融合发展，是建设现代化产业体系的关键一 环。 近段时间，国务院国资委对今年科技创新工作密集作出部署。中央企业负责人会议明确，坚持科技创新 和产业创新融合发展，统筹推进技术攻关、成果转化和人才生态建设，更好催生新质生产力。 国务院国资委党委日前召开专题党委会议再次强调，促进科技创新与产业创新深度融合，发挥国资央企 优势，以科技创新重塑产业链、以产业发展牵引创新链，加快向现实生产力转化。抓好国家科技重大专 项实施，突出原始创新导向，抓好关键核心技术攻关，加快打造国家战略科技力量。 近期密集召开的央企年度工作会议上，多家央企都把科技创新摆在突出位置。中国企业联合会特约高级 研究员刘兴国表示，2026年国企机制改革的重点之一，便是深化"三项制度"改革，建立手段多元、激励 有效的制度体系，同时完善创新机制、优化创新环境、变革创新模式，加速成果转化应用，全面激发企 业创新动能。在此基础上，针对科技型企业特点优化激励政策，进一步提升激励有效性，让科研骨干共 享发展成果，持续激活创新创造活力。 中国企业研究院首席 ...

Core Viewpoint - The income of drivers in the ride-hailing industry is a hot topic, with platform commission rates being a significant concern that affects millions of drivers. The market is transitioning from growth to saturation, indicating deeper issues related to supply and demand dynamics rather than just commission rates [1][9]. Commission Rates - Drivers can now view commission rates for each order through the platform's backend, with reported driver income percentages ranging from 73.1% to 100% across different orders. Drivers generally find a commission rate below 25% acceptable [2]. - Didi reported that in 2020, drivers earned 79.1% of the total amount paid by passengers, with the remaining 20.9% allocated to subsidies, operational costs, and net profit. Orders with commissions exceeding 30% accounted for only 2.7% of total orders [3]. - The average commission rate for Didi's orders is projected to be 14% in 2024 [4]. Driver Income Trends - From 2022 to 2024, the proportion of driver income (including subsidies) from platforms like Cao Cao Travel was 84.2%, 79.1%, and 79.0%, respectively, with corresponding commission rates not exceeding 15.8%, 20.9%, and 21% [5]. - The industry is experiencing a shift from a seller's market to a buyer's market, with increasing competition among drivers leading to downward pressure on income despite a growing number of ride requests [9]. Regulatory Actions - Regulatory bodies have begun addressing issues related to commission transparency and excessive rates, with initiatives to prohibit order reselling and set reasonable commission limits [6]. - In 2024, various platforms announced reductions in commission rates to enhance driver earnings, with Didi planning to lower its maximum commission from 29% to 27% by the end of 2025 [11]. Market Dynamics - The ride-hailing market is transitioning to a phase of structural optimization and efficiency improvement, with increasing active driver numbers but declining average orders per vehicle [8]. - The average daily active drivers in Hangzhou reached 93,100 in Q4 2025, a 10.09% increase year-on-year, while the average daily orders per vehicle decreased by 3.32% [8]. Future Outlook - Industry experts suggest that while there may be limited room for further price reductions, there could be more initiatives aimed at increasing driver income [10].

Group 1 - The rapid development of AI has led to a surge in electricity demand, resulting in a strong performance in the power grid equipment sector since the beginning of 2026, with a cumulative increase of nearly 21% [1] - The power equipment theme index rose nearly 3% on February 9, 2026, with significant gains in electrical equipment, thermal power, and wind power indices [1] - The surge is attributed to a combination of the State Grid's 4 trillion yuan fixed asset investment plan during the 14th Five-Year Plan, global "electricity anxiety" driven by AI computing power, and urgent needs for grid upgrades in Europe and the US [1][2] Group 2 - In the AI investment chain, electricity is identified as the highest certainty factor, with constraints on funding and energy being critical issues [2] - The International Energy Agency (IEA) projects that global data center electricity consumption will double to 945 terawatt-hours by 2030, driven by data center expansion and AI technology development [2] - The State Grid's announcement of a 4 trillion yuan investment plan for the 14th Five-Year Plan, a 40% increase from the previous plan, has directly stimulated the power equipment sector [2] Group 3 - Domestic gas turbine technology has made significant breakthroughs and is beginning to export to markets like the Middle East, positioning China's capacity as a potential supplement to the US's electricity shortfall [3] - China holds a dominant position in the global power equipment sector, making power equipment and technology a highly certain investment direction amid the AI wave [3] Group 4 - Despite electricity becoming a new hard constraint, the long-cycle trend of the AI computing power industry chain is expected to continue [4] - The investment logic is shifting as the industry evolves, with a strong capital expenditure forecast for AI-related sectors from 2026 to 2030, particularly in areas facing capacity constraints [4] - Concerns about an "AI bubble" are considered premature, as the technology continues to advance and leading global tech companies remain at reasonable valuation levels [4] Group 5 - The long-term value of the computing power sector is viewed positively, as the AI industry transitions from technological penetration to large-scale performance realization [5] - The rapid iteration of industry chain technology and the narrowing supply chain mean that only a limited number of companies can enter the global core customer system, enhancing the competitive advantage of leading firms [5]