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锚定5000亿元目标 浙江人工智能终端产业按下“加速键”
作为一家"专精特新"企业,一目科技去年推出一款仿生视触觉传感器,其厚度仅为同类产品的二分之 一,轻薄特性让机器人操作更具灵活性。在该公司创始人李智强看来,长三角、粤港澳等区域密集出台 人工智能终端产业规划政策,标志人工智能正从技术研发迈入规模化商业应用关键期,很多政策布局人 形机器人、智能工业终端等核心场景,聚焦多维传感、柔性触觉等关键技术突破,意味着以触觉感知为 核心的机器智能迎来产业化"临界点",也为上游传感器企业明确研发方向。 记者了解到,根据《行动计划》部署:消费终端领域,浙江将重点发力AI计算机、AI手机、智能穿戴 设备、智能家居终端四大品类,推动智能手机从传统通信工具向AI智能终端范式升级,搭建适配大模 型的智能家居统一平台;行业终端领域,浙江将围绕智能视觉、智能工业、智能机器人、智能网联汽 车、智能无人机(船、艇)、智能医疗终端六大方向,强化场景化落地能力与规模化应用水平。同时, 浙江将前瞻性布局人形机器人、纳米机器人、类脑智能终端、量子计算终端和飞行汽车等未来终端赛 道,加快关键部件与材料产业化进程,探索其在精准治疗、立体交通等前沿领域的创新应用。 为确保各项目标落地实现,《行动计划》明确了三 ...
流动性吃紧,金银“失色”
COMEX白银日K线图 "市场普遍预测贵金属价格周一会继续下跌,是因为在多头'踩踏'下,按在跌停板上平不掉的仓单,只 能在周一继续挂单平仓。"上述交易员进一步解释称。 然而,2月2日市场陷入"单边市"后,流动性急剧萎缩,这部分被动平仓盘也难以成交。 国泰君安期货市场分析师张驰宁称,2月2日,沪银跌停后成交量持续萎缩,仅在早盘开盘阶段出现千手 级别的成交,随后便迅速衰减,至当日午后,小时成交量已缩至仅一两百手,这反映出市场抛压沉重, 而投机性买盘几乎消失。 ◎记者 张骄 全球贵金属市场刚刚经历了"黑色星期五",周一黄金、白银交易再掀巨浪。 2月2日,市场延续抛售行情,上演"过山车"走势。伦敦现货白银盘中一度翻红,随后急转直下,日内最 大跌幅超15%,抹平近一个月涨幅,随后跌幅收窄;伦敦现货黄金一度失守4500美元/盎司,日内最大 跌幅超10%,随后企稳回升,截至记者发稿时,收复4800美元/盎司关口。 有些声音将此次贵金属价格的"决堤",归咎于美联储主席提名人选——偏鹰派的凯文·沃什。中信建投 期货贵金属首席分析师王彦青接受上海证券报记者采访时表示,提名事件更多是引发了短期情绪扰动, 而非实质性的影响。 此前, ...
上海国投公司副董事长郑杨:加强资本支持与创新金融工具 打造科技金融“上海样本”
0 18 所示 18 a f 在这方面,上海国投公司做了很多工作,包括联动社会资本,引进耐心资本、长期资本,招投联动,形 成上海独有的特色,助力科创企业来上海落户发展,走出一条健康发展的路子。 二是做好风险防控。建议进一步强化投后/贷后管理,建立完善的"四早"预警机制和风险监测系统;建 立适应科技企业发展特点的评价体系,更注重考量技术、数据资源等核心轻资产价值,并将团队、技 术、成果、模式等作为关键因素。 在绿色金融方面,郑杨建议,推动绿色金融产品创新,完善标准和监管体系:一是做好绿色金融领域整 体规划。布局加大绿色债券的发行规模,把上海建成长三角绿色债券发行中心;先行建立长三角统一的 ESG评价体系,加强对金融机构环境信息披露、碳核算碳审计的引导。二是加快绿色金融创新发展。持 续推动绿色信贷、绿色债券、绿色保险等产品创新;扎实加快转型金融机制的持续落地;将发展绿色金 融和海洋经济结合起来。 在普惠金融方面,郑杨建议,优化普惠金融服务,提升风险管理能力:一是深化普惠金融领域的深层次 改革。完善"政府+银行+保险"合作模式,构建合理的风险共担与利益分配机制;大力推进上海及长三 角地区普惠金融平台建设。二是提升普 ...
以新质生产力推进转型发展 山西:2026年GDP增长目标为4.5%至5%
Economic Growth Targets - Shanxi Province aims for a GDP growth target of 4.5% to 5% for 2026, with fixed asset investment and social retail sales also targeted to grow by 5% [1] - The province emphasizes the importance of high-quality development and comprehensive transformation during the 14th Five-Year Plan period [1] Key Development Strategies - Shanxi will focus on ten key tasks including expanding domestic demand, promoting energy transition, upgrading industries, and fostering moderate diversification [1] - The province plans to continue major project construction, targeting over 600 billion yuan in transportation infrastructure investment, over 220 billion yuan in water conservancy investment, and over 600 billion yuan in municipal infrastructure investment [1] Energy Transition Initiatives - Energy transition is highlighted as a critical focus, with plans to implement nine paths for energy technology innovation and build a new energy system [2] - Specific initiatives include constructing 60 intelligent coal mines, expanding wind and solar power installations, and developing smart grids and virtual power plants [2] Industrial Upgrading Efforts - Shanxi aims to strengthen emerging pillar industries through innovation and large-scale application of new technologies [3] - The province will focus on developing new materials, high-end equipment manufacturing, and electronic information industries, while also promoting sustainable development in non-coal mining [3]
百余家央企控股上市公司2025年业绩报喜
Group 1: Company Performance and Projections - Changxin Bochuang is experiencing steady revenue growth in data communication products due to demand from cloud computing and artificial intelligence, with a projected net profit increase of over 300% year-on-year [1] - Tongfang Co., Ltd. is expected to achieve a net profit growth of 220.02% to 291.14% by 2025, driven by strategic planning, technological innovation, digital transformation, and international operations [1] - Chengdu Huamei is set to undertake several key national research projects, which will enhance its competitiveness in the integrated circuit field, with a projected net profit growth of 74.35% to 108.73% by 2025 [1] - A total of 19 state-owned listed companies are expected to double their net profit growth by 2025, with companies like Shenghe Resources, Xinxing Casting Pipe, and Aerospace Science and Technology projected to exceed 200% net profit growth [1] Group 2: Loss Reduction and Operational Improvements - 41 state-owned enterprises are expected to reduce their losses in 2025, with companies like China First Heavy Industries and China Great Wall facing reduced losses despite ongoing challenges [2] - China First Heavy Industries is projected to significantly reduce its losses by 32.76 billion to 34.26 billion yuan through strategic expansion into advantageous sectors and asset optimization [2] - Maanshan Iron & Steel is implementing extreme cost control measures and operational reforms, expecting to reduce losses by 40.26 billion to 40.86 billion yuan in 2025 [2] - The domestic steel industry is continuing a trend of reducing production while adjusting its structure, with six state-owned steel companies, including Maanshan Iron & Steel, expected to achieve loss reduction [2] Group 3: Chemical Industry Strategies - In the chemical sector, Sinochem International is enhancing operational capabilities to combat declining prices, achieving significant loss reduction through cost management and increased operational efficiency [3] - Companies like Anmaida A and China Resources Materials are also expected to achieve loss reduction while increasing investments in strategic emerging industries [3] - Aerospace Software is increasing R&D and sales investments to enhance core competitiveness, which may lead to short-term expense increases but is expected to support future growth [3] - China Resources Materials is promoting differentiated products in emerging markets, contributing to revenue and gross profit growth [3]
多维度展现发展韧性 百余家央企控股上市公司2025年业绩报喜
Core Viewpoint - The overall performance of central enterprises listed on A-shares is showing a multi-dimensional improvement for the year 2025, with over 110 companies expected to report positive earnings, including 23 companies turning losses into profits, 46 companies experiencing profit growth, and 41 companies significantly reducing their losses [1] Group 1: Companies Turning Losses into Profits - 23 central enterprises, including South Grid Energy, China Ordnance, and China Chengxin, are expected to turn losses into profits in 2025, indicating a significant improvement in operational conditions [2] - South Grid Energy is focusing on energy-saving services and biomass sectors, projecting a net profit of 300 million to 360 million yuan for 2025 [2] - Military enterprises like China Aerospace South Lake and China Ordnance are also expected to report profits due to increased delivery of special equipment and defense products [2] Group 2: Companies with Significant Profit Growth - A group of central enterprises, such as Salt Lake Co., Longxin Bochuang, and China Shipbuilding Defense, are expected to see substantial profit growth in 2025, with some companies projecting profit increases of over 300% [4] - China Shipbuilding Defense is benefiting from a booming global shipbuilding market, with a projected profit growth of 149.61% to 196.88% for 2025 [4] - Longxin Bochuang is experiencing revenue growth due to demand from cloud computing and artificial intelligence, with expected profit growth exceeding 300% [4] Group 3: Companies Reducing Losses - 41 central enterprises, including China First Heavy Industries and China Great Wall, are expected to significantly reduce their losses in 2025, indicating positive signals during their transformation periods [6] - China First Heavy Industries is expected to reduce losses by 3.276 billion to 3.426 billion yuan through structural reforms and asset optimization [6] - In the steel industry, companies like Maanshan Steel and Chongqing Iron and Steel are also expected to reduce losses amid ongoing market challenges [6] Group 4: Cost Control and Operational Efficiency - Many central enterprises are implementing refined measures such as cost control and investment optimization to improve their financial performance [3] - Companies like China Chengxin and Blue Science High-tech emphasize the importance of cost control and efficiency improvements in their earnings announcements [3] - In the chemical sector, China National Chemical is enhancing operational capabilities and controlling costs to mitigate revenue pressures while achieving significant loss reductions [7]
《现代化首都都市圈空间协同规划(2023—2035年)》获批
Core Viewpoint - The approval of the "Modern Capital Urban Circle Spatial Collaborative Planning (2023-2035)" is a significant measure to deepen the coordinated development strategy of Beijing-Tianjin-Hebei, aiming to optimize the capital's functions and promote high-quality regional development and modernization in China [1][2] Group 1: Strategic Importance - The approval of the planning document marks a new phase in the implementation of the Beijing-Tianjin-Hebei coordinated development strategy, summarizing the past decade and setting strategic goals for 2035 [2] - Experts emphasize that Beijing should take the lead in strategic positioning, spatial layout, and implementation guarantees to demonstrate its role [2][6] Group 2: Urban Spatial Structure - The planning proposes an urban spatial structure of "one core, two wings, dual cities, multiple points, and dual corridors," focusing on the core area around the capital [4][5] - The "one core" refers to the capital function core area, while the "two wings" are the Beijing urban sub-center and the Xiong'an New Area in Hebei [4][5] Group 3: Industrial Collaboration - The planning outlines a "two corridors, four belts" industrial collaborative innovation framework, promoting the integration of innovation chains and industrial chains [7][8] - The "Beijing-Tianjin Corridor" is designated as a comprehensive innovation corridor, while the "Beijing-Xiong'an Corridor" focuses on functional decongestion and technological innovation [7][8] Group 4: Development Initiatives - The planning emphasizes the high-standard construction of the Xiong'an New Area and the development of the Beijing urban sub-center as new growth poles for the capital [6] - Experts suggest that Hebei should enhance planning alignment and develop a modern industrial collaboration network to support the overall strategy [3][8]
上海收购二手住房用于保租房试点启动
徐汇区探索通过区保障性住房公司在市场上收购存量小户型的房源,按照相应的标准实施装修配置后, 作为保障性租赁住房实现供应。徐汇区将由区房管局、区财政局、区国资委、区城投集团等部门组成工 作专班,由区保障房公司作为具体的收购单位,统筹推进试点工作。首期将安排一定规模的区级财政资 金通过资本金注入区保障房公司,专项用于存量房源的收购,同时通过银行贷款融资增加收购资金,确 保收购房源工作顺利开展。 ◎记者 张良 据介绍,浦东新区试点阶段收购范围将优先聚焦内环内、2000年以前、单套建筑面积70平方米以下,且 总价不超过400万元的产权清晰的个人二手房源,核心面向有置换需求的产权人,特别是租售比相对较 高、保租房房源供需矛盾较大、居住配套成熟的区域。 静安区确立了"政府统筹、国企实施、专业运作"的原则,由区政府分管领导牵头,区房管局、区国资委 等相关部门共同组建工作专班,明确置业集团下属两家区属保障性住房公司为指定实施主体,全流程主 导房源排摸、洽谈签约、收购落地等,实现专业化运作。房源筛选核心聚焦产权人有置换本区商品房意 愿、总价适中、产权清晰的成套小户型二手住房,优先布局重点产业园区、核心商圈及轨道交通站点3 公里 ...
龙马踏春归 2026春运大幕开启
据国家发展改革委等多部门综合研判,今年春运全社会跨区域人员流动量将会达到95亿人次,预计创历 史新高。其中,铁路、民航客运量预计分别达到5.4亿人次和9500万人次,总体规模和单日峰值均有望 超过历史同期。 2026年2月2日,为期40天的春运大幕开启。 春运,作为全球运输领域人员流动量最大、最为复杂的系统工程,每一年都是一次"大考",也是中国经 济最具活力的"流量指标"。当日,上海证券报多路记者深入铁路、民航春运一线,在川流不息的客流大 潮中,切身感受春运首日的"暖暖春意"。 2月2日,旅客在广州南站进站乘车。新华社图 ...
从地方两会看今年经济增长点和产业发力点
◎记者 李苑 地方两会近期陆续召开,从各地政府工作报告来看,持续扩大内需、推动科技创新和加力稳外贸稳外资 成为今年地方经济增长和产业发力方向。 多地今年经济增速目标在5%左右 目前已有逾20个省份公布了2026年经济增速目标。其中,北京、河南、吉林等多地设定为5%左右。 "今年北京GDP增速目标为5%左右,既有利于提振信心,激励各方共同努力,也有利于把握发展主动, 为应对不确定性和解决发展问题留出空间。"北京市发展改革委相关负责人表示。 各地明确了挖掘有效需求潜力的重点任务。比如,北京今年将研究制定城乡居民增收政策,增强居民消 费能力。优化商业载体布局,提升传统商圈综合品质,补齐社区、特色街区便民服务短板。浙江今年将 聚焦首发经济、银发经济、演艺经济、赛事经济等新模式,培育更多"文旅+消费"爆款IP,高水平办 好"浙BA"、城市足球联赛,举办大型营业性演出100场、重大体育赛事200场。 在扩大投资方面,2026年,江西将持续扩大有效益的投资,稳定投资规模,滚动实施"十百千万"工程, 实施省大中型项目5296个,年度完成投资1.1万亿元左右。河南提出,今年要加大民间投资支持力度, 优化实施服务业经营主体贷款、 ...