2025年12月28日，由中国制造强国年会组委会、中制智库主办的第十届中国制造强国年会在北京万达文华酒店成功召开。本届年会以"实体为根 向新而 行"为主题，立足"十四五""十五五"规划承前启后、《中国制造2025》行动纲领十年收官的关键节点，探讨"十五五"时期中国制造业高质量发展之路。 曹健林 科技部原副部长，季华实验室理事长、主任 科技部原副部长，季华实验室理事长、主任曹健林以《中国高端装备制造的创新之路》为主题作主旨演讲，他表示，高端装备是实现工业强基的重要一环， 《中国制造2025》提出的十大领域中前5个领域都和高端装备有关。在当前全球产业布局中，制造业企业可以分为四类：一是生产制成品的企业（面向终端 消费者），二是生产能源、材料及零部件的企业，三是生产装备、工具的企业，四是生产高端装备和特殊材料的企业（集成相关技术的最高水平成果）。当 前，前两类企业已大量分布在包括中国在内的发展中国家，但决定产业链控制力和利润分配的第三、四类企业，尤其是第四类企业，仍主要集中在发达国 家，这正是许多"卡脖子"问题的根源。中国制造业升级的关键在于发展自主可控、有竞争力的高端装备产业。破解这一难题需要有效组织"用装备、造 ...

Group 1 - The 10th China Manufacturing Power Conference was successfully held in Beijing, focusing on the theme "Entity as the Root, Moving Towards New Directions" and discussing the high-quality development path of China's manufacturing industry during the 14th and 15th Five-Year Plans [1] - The conference emphasized the importance of transitioning to a modern industrial system supported by advanced manufacturing, highlighting the need for intelligent, green, and integrated approaches in industrialization [3] - The concept of "integration" was introduced, stressing the blurring lines between secondary and tertiary industries, and the necessity for multi-modal integration paths to enhance the modern industrial system [3] Group 2 - The importance of accurately understanding the connotation of "high-end" was highlighted, with a focus on technological innovation to optimize industrial and product structures, while ensuring the stability of supply chains and employment [4] - The need to integrate into global value chains, supply chains, and industrial chains was emphasized, advocating for a balanced approach to high-end industry development without blindly eliminating mid-to-low-end industries [4] - The goal for the 15th Five-Year Plan period is to achieve qualitative improvements and reasonable quantitative growth in the economy, addressing diverse economic and social needs [4]

Core Insights - The 10th China Manufacturing Power Conference was held in Beijing, focusing on the theme "Rooted in the Real Economy, Moving Towards New Directions" and discussing the high-quality development path of China's manufacturing industry during the 14th and 15th Five-Year Plans [1][15] - The conference gathered over 400 guests from various sectors, including government, industry, academia, and research, to explore key topics such as strengthening the foundation of the real economy and developing new productive forces [1][2] Group 1: Key Themes and Discussions - The conference emphasized the importance of high-end, specialized, market-oriented, refined, and effective approaches to empower the real economy [2] - Li Yizhong, former Minister of Industry and Information Technology, highlighted the need for intelligent, green, and integrated development in building a modern industrial system, focusing on AI applications, low-carbon transitions, and the fusion of manufacturing and services [3][4] - Su Bo, former Deputy Minister of Industry and Information Technology, stated that China has reached a manufacturing power development index of 128.85, narrowing the gap with Germany and Japan, and emphasized the need for a three-step strategy for manufacturing power construction during the 15th Five-Year Plan [4][5] Group 2: Strategic Recommendations - Six key tasks were proposed for the 15th Five-Year Plan, including enhancing technological innovation, advancing digital economy, fostering new productive forces, promoting green growth, and strengthening the resilience of industrial supply chains [5][6] - Liu Lihua, former Deputy Minister of Industry and Information Technology, discussed the importance of consolidating the foundation of the real economy and leading the development of new productive forces, reflecting on the achievements of the manufacturing industry during the 14th Five-Year Plan [6][8] Group 3: Innovations and Future Directions - The conference introduced the "Innovation Development Index for Small and Medium-Sized Enterprises" to evaluate and support local industrial clusters, aiming to enhance the innovation capabilities of SMEs [10][11] - The "Two-Innovation Integration" public service platform was launched to assist in the development of industrial clusters, providing data-driven insights and support for local industries [11][12] - Liu Fei, Deputy Secretary-General of the China Manufacturing Power Research Institute, presented the "Invisible Champion Growth Path" report, outlining the characteristics of successful small and medium-sized enterprises in China [13][14] Group 4: Historical Context and Future Outlook - The conference marked a significant milestone, coinciding with the conclusion of the "Made in China 2025" initiative and the beginning of the 15th Five-Year Plan, reinforcing the commitment to building a modern industrial system [15][16] - The event has evolved into a major platform for discussing the future of China's manufacturing industry, aiming to continue contributing to the construction of a manufacturing power [15][16]

Core Viewpoint - The Chinese liquor industry is experiencing a surge in overseas expansion despite a challenging domestic market, but the absolute sales figures from international markets remain minimal compared to total sales [1] Group 1: Current Challenges in Overseas Expansion - The trend of "famous liquor leading, small brands banding together" has characterized the overseas expansion of Chinese liquor, with major brands leveraging high-end products and resources while smaller brands struggle for market share [1] - The high-end focus of Chinese liquor exports limits the target audience to affluent consumers, making it difficult to achieve significant sales growth [1] Group 2: New Strategies for Market Penetration - A comprehensive product range covering high, medium, and low-end offerings is essential for capturing new markets, particularly with affordable products that appeal to unfamiliar consumers [2] - The launch of "Fenjiu Longzun" by Fenjiu Group aims to create an accessible product that lowers the trial cost for consumers, enhancing the opportunity for broader market penetration [3] Group 3: Product Advantages of "Fenjiu Longzun" - "Fenjiu Longzun" is expected to be priced affordably, similar to the previous export version priced around 10 USD, making it more accessible to a wider audience [3] - The product balances traditional Chinese liquor flavors with modifications to enhance aroma and smoothness, making it more appealing to international consumers [3] - The design of "Fenjiu Longzun" aligns with international aesthetic standards, featuring elegant packaging that enhances its marketability across various consumption scenarios [4] Group 4: Cultural Significance and Marketing - The cultural heritage of Chinese liquor, particularly the 4,000-year history of Qingxiang Fenjiu, serves as a fundamental driver for its global appeal [5] - Fenjiu plans to utilize national events and innovative marketing strategies to promote its cultural narrative and engage with both high-end and younger consumer segments [6]

Core Perspective - The article highlights the cultural and historical significance of "Qinghua Fenjiu Longzun," portraying it as a medium of dialogue between Eastern and Western civilizations, encapsulating a rich legacy of trade and cultural exchange [1][8]. Group 1: Historical Significance - Fenjiu's journey began 800 years ago with the Mongolian westward expansion, marking the start of large-scale connectivity between Asia and Europe [2]. - The "Wanli Tea Road," established by merchants during the Ming and Qing dynasties, positioned Fenjiu as a "liquid gold" that facilitated trade across a 13,000-kilometer route from Fujian to Moscow [2]. - Fenjiu's international recognition was solidified at the 1915 Panama International Exposition, where it won a first-class medal, earning praise from former U.S. President Roosevelt [2][3]. Group 2: Cultural Exchange - Fenjiu has evolved from a mere product to a cultural symbol, as evidenced by Indian poet Tagore's remarks during a banquet in 1924, highlighting its role in fostering Sino-Indian cultural ties [3]. - The historical trajectory of Fenjiu illustrates its transformation from a trade commodity to a benchmark of quality in international exhibitions and a medium for cultural dialogue [3]. Group 3: Modern Interpretation - "Qinghua Fenjiu Longzun" embodies contemporary interpretations of cultural dialogue, with its design and flavor reflecting a blend of Eastern and Western aesthetics [4]. - The production process maintains traditional techniques while ensuring international appeal, characterized by a "clean, refreshing, and pure" flavor profile that resonates globally [4][5]. - The packaging design integrates elements of both Chinese and European cultures, symbolizing a cross-cultural expression of luxury and heritage [5]. Group 4: Role as a Cultural Medium - Fenjiu serves as a vessel of Chinese culture, encapsulating historical narratives and the spirit of the Chinese nation, while also acting as a medium for cross-cultural understanding [7]. - The vision of "Longteng Sihai, Xiangpiao Shijie" reflects the aspiration for deeper integration between China and the world, emphasizing the shared experience of enjoying Fenjiu [7][8]. - The narrative of "Qinghua Fenjiu Longzun" illustrates that cultural exchange is a two-way street, blending local heritage with global influences [8].

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.31% to 3975.92, while the Shenzhen Component Index increased by 0.03% to 13607.39, and the ChiNext Index fell by 0.32% to 3233.53 [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4 trillion, a decrease of 546 billion compared to the previous trading day [1][6] Sector Performance - The commercial aerospace sector continued to show strength, with over 10 stocks hitting the daily limit, including Shenjian Co. which achieved an 8-day limit increase [2] - The robotics sector was actively trading, with Fenglong Co. achieving a 4-day limit increase, and several other stocks like Wuzhou Xinchun and Mould Technology also hitting the limit [2] - The precious metals sector remained strong, with both silver and Hunan Silver stocks hitting the daily limit [2] - The carbon fiber sector was active, with Jilin Chemical Fiber hitting the daily limit [2] - Conversely, the consumer sector faced declines, particularly in retail and dairy industries, with Baida Group hitting the daily limit down and Huangshi Group experiencing significant losses [2] Market Sentiment - 73.83% of users expressed a bullish outlook on the market [3] - A total of 1854 stocks rose, while 3446 stocks declined, indicating a broad market downturn despite some individual stock performances [4] Trading Dynamics - The limit-up performance rate was recorded at 69%, with 53 stocks hitting the limit and 24 stocks touching the limit [6] - The predicted trading volume for the day is estimated at 2.18 trillion, an increase of 223 billion from the previous day [6]

Core Viewpoint - The Iranian government, led by President Pezeshkian, is defending its budget proposal in parliament, which includes a 20% average increase in public sector wages and tax relief measures to mitigate the impact of inflation on the working class [1] Group 1: Budget Proposal - The government plans to increase public sector wages by an average of 20% [1] - The budget proposal includes expanding the personal income tax exemption threshold to alleviate inflationary pressures on salaries [1] Group 2: Government's Financial Position - President Pezeshkian acknowledged that the government lacks sufficient funds to raise wages in line with inflation [1] - The government aims to provide some compensation through tax reductions rather than direct wage increases [1]

陈道富研究员围绕"存量盘活"问题，指出了我国债务在信用支撑、新旧债务领域分布、紧缩压力等方面 存在的新特点，需要从支持资产扩张、优化资源配置的作用，体现过去认知和决策结果，以及作为法律 权属不同于现实资源使用的属性等角度对债务进行再认识；在此基础上，提出"债务-资产-资源"框架， 认为从资源的角度看，不存在不能创造价值的资源，只要资源保持合理流动性，总能形成有价值的组合 方式。"十五五"时期，我国存量经济特征将越发明显，盘活存量将成为重点，要继续推动债务置换重 组，弥合资产回报水平与利率间的差异，并实现资产债务与资源循环的适当隔离。 何德旭研究员提出，"十五五"时期需着力深化中国金融理论创新。在加快建设金融强国的过程中，理论 创新要回答实践问题、引领实践发展。围绕"金融是实体经济的血脉"，"金融是国家重要的核心竞争 力"，"金融安全是国家安全的重要组成部分"，"金融制度是经济社会发展中重要的基础性制度"等新提 法、新论断，应着重强化中国特色现代金融发展理论、金融强国理论、新科技背景下的货币理论、金融 监管理论等方面的研究创新。 钟晓敏教授指出，财政在国家治理中具有重要作用，考虑当前内外部形势和经济社会基本面， ...

12月28日，作为贯通济南西部城区的关键工程，腊山河西路北延项目正稳步推进，其中技术难度最高的 涉铁段主桥工程，其单体转体跨度与重量均创下全省新纪录。(济南日报.爱济南记者：刘进) ...

凤凰网财经讯 12月29日，三大指数开盘涨跌不一，沪指高开0.02%，深成指几乎平开，创业板指低开 0.19%，有色金属、风电、贵金属等板块指数涨幅居前，造纸、医药商业、酒店餐饮等板块指数跌幅居 前。 机构观点： 华泰证券：A股短期或仍偏震荡 华泰证券研报表示，上周A股市场"八连阳"收涨，接近11月中旬高点，红包行情能否持续是投资者关注 的重点之一。我们认为目前虽然海外环境相比11月中旬已有一定改善，但考虑到市场仍处于政策和业绩 的真空期、各类资金尚未形成合力，短期A股或仍偏震荡，但逆势资金流入下，A股在12月中旬点位或 具备一定支撑。向后看，险资等配置意愿存在回升动力，春季行情仍具备一定基础，关注1月中旬年报 预告披露及1月可能的降准催化。配置侧，建议继续布局春季行情，在关注电池、部分化工品、军工、 大众消费等景气改善方向的基础上，在主题内部做高切低，挖掘具备涨价及政策逻辑中的低位方向。 中信证券研报表示，近期头部酒企陆续召开重要会议，传递调整、改革、渠道再平衡决心，有利于行业 长期健康发展。今年四季度以来，白酒头部企业均采取持续控制发货、为经销商减负、促进开瓶动销等 措施，以降低渠道库存。综合考虑到动销已 ...