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两会三人行|探寻更有温度、更有智慧的城市更新之法
Bei Jing Shang Bao· 2026-01-27 10:36
Group 1: Urban Renewal in Beijing - Urban renewal is a key component for transforming development momentum and improving people's livelihoods, with Beijing being the first mega-city in China to achieve reduction-oriented development [3] - In 2025, Beijing plans to complete the renovation of 1,225 old residential communities and improve the environment in 20 key areas, including significant upgrades to public spaces [3] - The focus is shifting from large-scale expansion to enhancing existing urban spaces, emphasizing the importance of precise planning and comprehensive collaboration [4][5] Group 2: Smart City Development - The construction of a "smart city" is essential for transitioning urban renewal from physical transformation to digital governance, aiming for efficient, green, and human-centered development [5] - Key layers of smart city development include establishing a comprehensive urban sensing system, achieving data interoperability, and utilizing big data and AI for practical solutions in various urban scenarios [5] - Safety and resilience must be integrated into urban renewal processes, addressing potential safety hazards proactively [5] Group 3: Grassroots Governance and Community Engagement - The development of urban sub-centers is crucial for modernizing governance systems and enhancing community engagement, moving from a focus on speed and scale to quality and service [7][9] - The integration of community governance elements into urban planning is essential to ensure that physical upgrades align with social governance improvements [7][8] - A collaborative governance model involving government, market, social organizations, and residents is necessary for effective urban management [9][10] Group 4: Green Development and Ecological Restoration - Green industries are central to urban renewal, providing sustainable economic momentum and transforming ecological value into economic and social benefits [11] - Key components of Beijing's green development strategy include seed innovation, smart forestry, and integrating cultural and educational elements into the green economy [12][13] - The focus should be on innovative models rather than large-scale production, leveraging technology to create a replicable and scalable green development model [13]
两会三人行|破题互联网医疗,要让数据真正“用起来活起来”
Bei Jing Shang Bao· 2026-01-27 07:02
1月26日,在政协北京市第十四届委员会第四次会议专题座谈会上,市政协多位委员就"着力保障和改善民生,提高群众生活品质"等方面建言献策。 会上,来自共青团和青联界的市政协委员、中国医学科学院肿瘤医院乳腺外科主任医师王昕提出,当前北京有相当一部分高龄、失能、失智老人选择居家养 老,但现有医疗服务模式难以有效覆盖其真实需求。聚焦城市民生与公共卫生体系现代化建设重点,围绕健全高龄失能失智老人居家养老及医疗保障制度问 题,王昕提出四项针对性建言,力求破解这一群体"就医难、配药难"等现实困境。 针对高龄失能失智老人出行就医不便的痛点,王昕提出,应构建以市级三甲医院为核心、社区统筹协调的远程医疗服务体系。建议依托三甲医院诊疗优势, 搭建全市统一的远程医疗平台,实现远程问诊、在线处方、随访管理及双向转诊功能落地。 政协北京市第十四届委员会第四次会议期间,医疗民生成为热议焦点,其中互联网医疗引发多位委员讨论。 目前,互联网医疗与AI技术正进一步改变医疗服务模式,成为北京医疗民生发展的重要抓手。但与此同时,平台"小散弱"导致资源效能不足、AI与线上诊疗 的应用边界模糊、医疗数据"孤岛"制约创新等问题也逐步显现。 为此,多位市政协 ...
两会三人行|促转化、破壁垒,创新药研发的“北京方案”
Bei Jing Shang Bao· 2026-01-26 14:03
作为全国首个医药健康产业规模破万亿的城市,北京近年来在医药健康领域取得一系列瞩目成就,在创新药、创新医疗器械领域频频突破。政策端,北京接 续实施三轮加快医药健康协同创新行动计划,2024—2025年,北京连续两年出台《北京市支持创新医药高质量发展若干措施》,为北京创新药发展注入新动 能。 在政协北京市第十四届委员会第四次会议期间,北京商报记者邀请到三位政协委员,共同探讨北京将如何利用其独特优势,破解新药研发周期长、转化难的 瓶颈,为万亿级医药健康产业下一步高质量发展探寻"北京路径"。 市政协委员郭田德:AI技术为制药按下加速键 近年来,从早期研究与发现(靶点识别与验证、化合物筛选与优化、临床前研究)到临床试验的模拟验证,AI技术正深度渗透新药研发全链条。来自科学 技术界的市政协委员、中国科学院大学讲席教授、前沿交叉科学学院院长郭田德在接受北京商报记者采访时表示,AI技术的融入正为制药这一高投入、长 周期的过程按下加速键。 传统新药研发周期漫长,通常需要10年以上才能将新药成功推向市场。在郭田德看来,近年来,人工智能的发展为创新药研发带来了重要机遇。通过AI技 术,可以显著缩短药物研发周期。 北京作为全国首个医 ...
两会三人行|时尚产业撬动首都新消费
Bei Jing Shang Bao· 2026-01-26 13:50
Core Insights - The fashion consumption industry in Beijing is entering a new development stage driven by emotional consumption and the deep integration of culture and technology, with trends like trendy toys and performance economy becoming significant for Generation Z's self-expression [1] - The "heart-price ratio" has emerged as a new consumption logic among young consumers, emphasizing experiential consumption as a key growth driver in the capital's market [1] Group 1: Fashion Consumption Trends - The new generation's personalized consumption demands are crucial for activating the fashion market, necessitating differentiated positioning and the creation of exclusive IPs [4] - Young consumers in Beijing are shifting from a focus on cost-effectiveness to a willingness to pay for emotional and experiential value, as evidenced by the rise of trendy toys and the "grain economy" [4][5] - The integration of cultural elements into fashion products is essential for creating a competitive edge and achieving high-quality development in the fashion industry [6] Group 2: Policy and Market Environment - The establishment of new consumption models in Beijing is supported by high-quality improvements in commercial districts and community consumption networks [4] - There is a need for policy support to enhance the operational environment for businesses, ensuring that initiatives like the first-store economy effectively stimulate the fashion industry [5] - The government is encouraged to facilitate communication between consumers and businesses, enhancing service capabilities and creating a more favorable policy environment for fashion consumption [5] Group 3: Tourism and Fashion Integration - The integration of fashion consumption into short-distance tourism in suburban Beijing is becoming a core trend, enhancing the quality of weekend and short trips [7] - Young consumers are increasingly seeking emotional experiences and social interactions during their travels, aligning with the trends in fashion consumption [7][8] - Recommendations include creating unique fashion IPs for different districts, integrating market platforms for a comprehensive consumer experience, and overcoming land policy restrictions to enhance tourism offerings [8][9] Group 4: Retail Innovation - Retail innovation is identified as a key driver for unlocking consumption potential, with the fashion industry playing a significant role in this transformation [10] - There are structural shortcomings in Beijing's retail sector, including slow adaptation to consumer upgrades and a lack of immersive experiences [11] - Suggestions for retail innovation include exploring value-oriented business models, enhancing the integration of art and technology in retail spaces, and promoting the development of smart retail environments [11][12]
两会三人行|北京入境游的N个新玩法
Bei Jing Shang Bao· 2026-01-26 13:42
Core Insights - The inbound tourism market in Beijing is shifting towards personalized and immersive experiences, with a focus on cultural depth and sustainability, as indicated by the increasing demand for unique travel experiences among visitors [1][4][5] Group 1: Market Trends - Inbound tourists are increasingly seeking personalized experiences, moving from traditional sightseeing to immersive cultural experiences, such as hands-on workshops and local interactions [4][5] - The demand for deep cultural engagement reflects a broader trend where tourists prefer unique destinations over conventional tourist spots, indicating a shift towards customized travel experiences [5][6] Group 2: Emerging Opportunities - The rise of immersive rural tourism is gaining popularity among inbound tourists, with Beijing's proximity to rural areas allowing for unique agricultural and cultural experiences [6][7] - Travel agencies are encouraged to diversify their offerings to include rural and experiential tourism, catering to the younger demographic that prefers customized travel arrangements [7] Group 3: Cross-Border Medical Tourism - The improvement of China's healthcare services is attracting inbound tourists interested in combining travel with medical care, particularly in areas like dental and traditional Chinese medicine [8][9] - There is a need for better integration of cultural experiences within medical services to enhance the appeal of cross-border medical tourism and promote Chinese cultural understanding [9]
两会三人行|金融促消费 不能单靠“放贷刺激”
Bei Jing Shang Bao· 2026-01-24 13:46
Core Viewpoint - The Chinese consumer market is experiencing deep financial empowerment, with continuous release of fiscal interest subsidies, collaboration between financial institutions and e-commerce companies, and ongoing innovation in consumer financial products, which facilitates a positive cycle of "daring to consume, willing to consume, and healthy consumption" [1] Group 1: Financial Empowerment and Consumer Behavior - Financial policies should focus on supply-side improvements rather than merely increasing borrowing, emphasizing the need for innovative credit products tailored to young consumers [1][2] - The current consumption market shows structural differentiation, with physical goods consumption slowing down while service consumption continues to grow, indicating a shift towards better experiences and services as income levels rise [2] - Financial institutions are encouraged to embed financial tools into consumption scenarios, moving beyond traditional lending to support quality service supply in areas like elderly care, childcare, and healthcare [1][3] Group 2: Targeting Specific Consumer Groups - Young people, new citizens, and rural residents are identified as key consumer groups with high consumption potential but relatively weak financial service coverage, necessitating a reduction in information asymmetry to better serve them [4][5] - Financial products should be customized for different life stages and consumption preferences, leveraging data-driven insights to create tailored solutions for diverse consumer needs [8][11] Group 3: Policy Recommendations and Implementation - Financial policies should aim to lower the consumption burden on young consumers through effective fiscal-financial collaboration, such as the recent inclusion of credit card installment plans in fiscal subsidy policies [7][11] - The focus should be on three core areas: bulk goods, services, and new consumption, with specific financial products designed for sectors like electric vehicles and cultural tourism [10][11] - Collaboration among government, banks, and businesses is essential to ensure that financial policy benefits reach consumers effectively, creating a closed loop of financial support [11][12]
两会三人行|金融促消费,不能单靠“放贷刺激”
Bei Jing Shang Bao· 2026-01-24 13:40
Core Viewpoint - The Chinese consumer market is experiencing deep financial empowerment, with continuous release of fiscal interest subsidies, collaboration between financial institutions and e-commerce companies, and ongoing innovation in consumer finance products, which facilitate a positive cycle of consumption among various demographic groups [1][4]. Group 1: Financial Empowerment and Consumer Behavior - Financial policies should focus on supply-side improvements rather than merely increasing borrowing, emphasizing the need for innovative credit products tailored to young consumers [1][6]. - The current consumption market shows structural differentiation, with physical goods consumption slowing while service consumption, such as tourism and entertainment, continues to grow [4][5]. - Financial institutions are encouraged to develop products that support the entire industry chain behind popular cultural events, enhancing the overall consumption experience [5][6]. Group 2: Targeting Specific Demographics - Young people, new citizens, and rural residents are identified as key consumer groups with high spending potential but limited access to financial services, necessitating a reduction in information asymmetry [6][7]. - Financial institutions should leverage data to create comprehensive credit profiles for these groups, enabling better access to financial products [7][9]. Group 3: Policy Recommendations and Financial Products - Financial policies should be precise and collaborative, aiming to reduce the consumption costs for specific groups, particularly the youth [10][11]. - The introduction of fiscal subsidies for credit card installment plans is seen as a direct response to the financial pressures faced by young consumers [10][11]. - Financial products should be customized to meet the diverse needs of different demographic groups, such as the elderly and students, to maximize consumption potential [11][12]. Group 4: Strategic Focus Areas - Financial policies should target three core areas: large consumer goods, service consumption, and new consumption models, particularly in sectors like electric vehicles and cultural tourism [13][14]. - The integration of financial products into everyday consumption scenarios is crucial for enhancing user experience and ensuring accessibility [14][15]. - The recent upgrades in consumer loan subsidies have led to increased financial incentives for consumers, enhancing their purchasing power [15].
三人行股价跌5.07%,信达澳亚基金旗下1只基金重仓,持有2.1万股浮亏损失4.83万元
Xin Lang Cai Jing· 2026-01-20 05:19
Group 1 - The core point of the news is that Sanrenxing Media Group's stock has experienced a decline of 5.07%, with a current price of 43.07 CNY per share and a total market capitalization of 9.08 billion CNY [1] - Sanrenxing Media Group, established on August 13, 2003, and listed on May 28, 2020, operates as a comprehensive advertising media company providing integrated marketing services [1] - The company's main business revenue composition includes digital marketing services at 81.61%, with advertising agency services accounting for 78.54% of this segment [1] Group 2 - According to data, the Xinda Aoya Fund has a significant holding in Sanrenxing, with the Xinao Xingyao Zhi Xuan Mixed A Fund increasing its holdings by 3,700 shares to a total of 21,000 shares, representing 0.51% of the fund's net value [2] - The Xinao Xingyao Zhi Xuan Mixed A Fund, established on August 22, 2023, has a current scale of 22.27 million CNY and has achieved a year-to-date return of 8.18% [2] - The fund manager, Feng Xixiang, has a tenure of 2 years and 313 days, with the best fund return during this period being 100.08% [3]
小红书概念下跌4.21%,主力资金净流出43股
Zheng Quan Shi Bao Wang· 2026-01-16 08:44
Group 1 - The Xiaohongshu concept sector experienced a decline of 4.21%, ranking among the top losers in the concept sector, with stocks like Xinhua Du, Tianxia Xiu, and Shengguang Group hitting the daily limit down [1] - Major stocks within the Xiaohongshu concept that saw significant declines include BlueFocus (-11.52%), Shengguang Group (-10.00%), and Tianyu Shuke (-7.85%) [3][4] - The sector faced a net outflow of 4.935 billion yuan, with 43 stocks experiencing net outflows, and 10 stocks seeing outflows exceeding 100 million yuan, led by BlueFocus with a net outflow of 1.978 billion yuan [2][3] Group 2 - The top gainers in the Xiaohongshu concept included *ST Tianze, Wanrun Technology, and Yiwan Yichuang, with increases of 4.98%, 3.82%, and 3.53% respectively [1][5] - The overall market saw various concept sectors with notable performances, such as storage chips (+4.08%) and national fund holdings (+4.07%), contrasting with the Xiaohongshu concept's decline [2] - The main inflows in the market were observed in stocks like Wanrun Technology, with a net inflow of 191.39 million yuan, and online and offline with 40.41 million yuan [2][5]
Web3.0概念下跌3.84%,20股主力资金净流出超亿元
Zheng Quan Shi Bao Wang· 2026-01-15 09:13
Group 1 - The Web3.0 concept experienced a decline of 3.84%, ranking among the top declines in concept sectors, with stocks like Jinqiao Information, Zhejiang Wenlian, and Tianxiaxiu hitting the daily limit down [1] - Among the Web3.0 stocks, BlueFocus, Tuoer Si, and Insai Group saw significant declines, while only five stocks in the sector recorded gains, with 263, Zhongke Jincai, and Sanrenxing rising by 1.76%, 1.70%, and 0.58% respectively [1][2] Group 2 - The Web3.0 sector faced a net outflow of 9.493 billion yuan, with 58 stocks experiencing net outflows, and 20 stocks seeing outflows exceeding 100 million yuan [2] - BlueFocus led the outflow with a net outflow of 3.107 billion yuan, followed by Zhongwen Online, Kunlun Wanwei, and Tuoer Si with net outflows of 696.8 million yuan, 622.0 million yuan, and 463.9 million yuan respectively [2][3] Group 3 - The top gainers in the Web3.0 sector included 263, Quzhou Development, and Sanrenxing, with net inflows of 98.7 million yuan, 18.4 million yuan, and 13.2 million yuan respectively [4] - The stocks with the highest trading volume in the Web3.0 sector included BlueFocus, Zhongwen Online, and Tuoer Si, with trading volumes of 29.98%, 24.01%, and 19.20% respectively [3][4]