世界知识产权组织近日在香港发布《2025年全球创新指数》百强创新集群,我国以24个集群数量继续位 列全球第一。"全球百强创新集群排名中,我国共有24个集群上榜,数量连续第三年位居全球第一。"国家 知识产权局新闻发言人、办公室副主任杜玉说,前十位的创新集群中,我国占据三席,分别排名第一、第四 和第六位。 经济参考报 ...

9月15日，雄安新动力科技股份有限公司通过全景网"投资者关系互动平台"以网络远程方式召开业绩说 明会，众多投资者通过网上提问的方式参与此次活动。公司董事长、代行董秘程芳芳，总经理、财务总 监齐龙龙接待并回答了投资者的提问。 投资者关系活动详情活动类别：业绩说明会时间：2025年9月15日（周一）下午14:00 - 17:00地点：公司 通过全景网"投资者关系互动平台"（https://ir.p5w.net）采用网络远程的方式召开业绩说明会参与单位名 称及人员姓名：投资者网上提问上市公司接待人员姓名：1、董事长、代行董秘程芳芳；2、总经理、财 务总监齐龙龙 投资者关注要点及公司回应董事会换届：公司已在第五届董事会第四十次会议、第四十一次会议及第五 届监事会第二十四次会议，审议通过董事、监事换届选举相关议案，将于2025年9月19日召开2025年第 三次临时股东大会审议上述议案，具体进展以公司公告为准。国企入驻：公司董事会及管理层积极贯彻 上市公司高质量发展要求，通过提升资产证券化率等方式提升公司价值，但未明确回应国企是否会入 驻。走出困境举措：公司以节能环保为主线，提升经营效益和核心竞争力，向资本市场传递投资价 ...

Group 1: Corporate Governance and Board Matters - The board of directors has been overdue for re-election for over a year, with efforts made to address this issue [2] - A temporary shareholders' meeting is scheduled for September 19, 2025, to discuss the re-election of directors and supervisors [2] - The company is committed to complying with regulations and will disclose any significant matters as required [3] Group 2: Financial Performance and Market Confidence - The company is focused on improving operational efficiency and core competitiveness, particularly in the energy-saving and environmental protection sectors [3] - The stock price is influenced by various factors, including macroeconomic conditions and market sentiment [3] - The company plans to enhance its asset securitization rate and combine internal growth with external development to increase its value [2] Group 3: Internal Control and Risk Management - The company is currently addressing internal control issues that led to a negative opinion from its auditor regarding the 2024 financial report [4][7] - The company is implementing measures to rectify internal control and optimize business processes [5][6] - Monthly updates on the status of risk warnings will be provided during the period of risk warning implementation [7] Group 4: Future Outlook and Strategic Plans - The company is working on a "main business optimization transformation" and will report on its effectiveness in future financial disclosures [6] - There are ongoing discussions regarding the potential for stock repurchases by executives if confidence in the company's future develops [5][7] - The company aims to meet regulatory conditions for lifting risk warnings and will take necessary actions to address challenges [6][7]

彭森指出，宏观政策只能缓解短期压力，真正破解深层次矛盾仍需依靠制度型开放和市场化改革。要素 配置市场化、新质生产力培育、高水平社会主义市场经济体制建设等，是未来五到十年必须完成的硬任 务。 结合多领域发展脉络，彭森总结出多条改革基本经验： 第一，必须始终坚持解放思想、实事求是。"思想解放是改革的前提和先导。没有持续的思想突破，就 难以实现改革的纵深推进。"彭森称，党的二十届三中全会明确提出"三个进一步解放"，为新时代改革 指明了思想路径。 新华财经北京9月14日电（王菁）金秋聚首话改革，砥砺奋进新征程。9月14日，第二十二届中国改革论 坛在京举行，与会嘉宾共议"进一步全面深化改革 推动'十五五'时期高质量发展"的多元化路径。 会议期间，中国经济体制改革研究会原会长彭森发表致辞演讲，系统总结我国改革开放四十多年来的宝 贵经验，强调坚持市场化的改革方向与以人民为中心的改革宗旨，呼吁在新征程上进一步推进全面深化 改革，加快建设高水平社会主义市场经济体制。 彭森呼吁，"改革战线的同志应不忘初心、牢记使命，以更大决心和魄力推动新一轮全面深化改革，尤 其要在要素市场化配置、产权制度改革、公平竞争制度完善等领域实现实质性突 ...

Core Viewpoint - Chaoyang District is positioning itself as a leading hub for international business and innovation, aiming to enhance its global influence and attract foreign investment through improved services and infrastructure [1][2]. Economic Performance - In the first half of the year, Chaoyang District achieved a GDP of 462.01 billion yuan, representing a year-on-year growth of 5.1%, accounting for 18.5% of the city's total GDP [1]. - The district has maintained a leading position in actual foreign investment and total import-export volume within the city [1]. International Business Environment - Chaoyang District hosts nearly 100% of foreign embassies in China, 90% of foreign media in Beijing, 80% of international organizations and chambers of commerce, 70% of regional headquarters of multinational companies, and 65% of foreign financial institutions [1]. - The district is establishing itself as a benchmark for an international business environment, with initiatives like the International Business Service Center and comprehensive services for foreign talent [1][2]. Innovation and Industry Development - Over the past five years, Chaoyang has developed 87 reform and innovation practices, with 15 being replicated nationwide and 9 within the city [2]. - The district is focusing on "business + technology" dual-driven development, particularly in artificial intelligence, digital security, and industrial internet sectors [2]. - Chaoyang plans to create the first data business district in the country, aiming to enhance Beijing's global digital economy influence [2]. Talent Development - Chaoyang has hosted the International Talent Entrepreneurship Conference for 13 consecutive years, fostering a high-quality international talent community with a total talent pool of 1.56 million, representing 20% of the city's total [2][3]. Consumption and Retail - The district is optimizing its consumption structure and enhancing international consumer experiences, contributing significantly to Beijing's goal of becoming an international consumption center [3]. - In the previous year, the total retail sales of consumer goods reached 265.38 billion yuan, with 129.5 billion yuan completed in the first half of this year, accounting for approximately 20% of the city's total [3]. Spatial and Brand Development - Chaoyang is developing a world-class consumer landmark with a comprehensive commercial layout, including new commercial facilities and cultural economic zones [4]. - The district is focusing on building an international consumption brand, with significant shares of high-end dining and retail establishments in the city [4]. Future Outlook - Chaoyang District aims to further consolidate its international resource advantages, optimize the business environment, and deepen investment promotion services [5].

Core Viewpoint - Chaoyang District is positioning itself as a leading hub for international business and innovation, aiming to enhance its global influence and attract foreign investment through improved services and infrastructure [1][2][5]. Economic Performance - In the first half of the year, Chaoyang District achieved a GDP of 462.01 billion yuan, representing a year-on-year growth of 5.1%, accounting for 18.5% of the city's total GDP [1]. - The district's actual foreign investment remains among the highest in the city, and its total import and export volume ranks first [1]. Innovation and Development - Over the past five years, Chaoyang has developed 87 reform and innovation practices, with 15 being replicated nationwide and 9 within the city [2]. - The district plans to add over 1.7 million square meters of high-quality industrial space in the next five years [2]. - Chaoyang is focusing on "business + technology" dual-driven development, particularly in artificial intelligence, digital security, and industrial internet sectors [2]. Talent and Workforce - Chaoyang has hosted the International Talent Entrepreneurship Conference for 13 consecutive years, fostering a high-quality international talent community with a total talent pool of 1.56 million, representing 20% of the city's total [2]. Sector Contributions - The information service and technology service sectors are projected to account for 23.7% of the district's GDP by 2024, with the information service sector becoming the second-largest industry [3]. - In the first half of the year, the combined GDP contribution from information and technology services was 25.8%, an increase of 7.2 percentage points compared to the end of the 13th Five-Year Plan [3]. Consumer Market - Chaoyang District is enhancing its consumption structure and experience, contributing significantly to Beijing's goal of becoming an international consumption center, with a retail sales total of 265.38 billion yuan last year and 129.5 billion yuan in the first half of this year, accounting for about 20% of the city's total [3]. Urban Development - The district is developing a world-class consumer landmark with a comprehensive commercial layout, including the construction of new commercial facilities and cultural economic zones [4]. - Chaoyang is also focusing on brand development and quality upgrades, with significant proportions of high-end dining and retail establishments located within the district [4]. Future Outlook - The district aims to further consolidate its international resource advantages, optimize the business environment, and deepen investment promotion services [5].

Core Viewpoint - Chaoyang District is positioned as a key area for international business and innovation in Beijing, showcasing significant economic growth and a commitment to enhancing its global business environment [1][3][4]. Economic Performance - In the first half of the year, Chaoyang District achieved a GDP of 462.01 billion yuan, representing a year-on-year growth of 5.1%, accounting for 18.5% of the city's total GDP [1]. - The district maintains a leading position in actual foreign investment and total import-export volume within the city [1]. International Business Environment - Chaoyang District hosts nearly 100% of foreign embassies in China, 90% of foreign media in Beijing, and 70% of regional headquarters of multinational companies [3]. - The district is establishing itself as a benchmark for an international business environment, with initiatives like the International Business Service Center and a one-stop service center for foreign talent [3]. Innovation and Technology - Technology innovation is a crucial driver for high-quality development in Chaoyang, focusing on sectors like artificial intelligence and digital security [4]. - The district aims to create the first data business district in the country, enhancing Beijing's influence in the global digital economy [4]. Talent Development - Chaoyang has hosted the International Talent Entrepreneurship Conference for 13 consecutive years, contributing to a talent pool of 1.56 million, which is 20% of the city's total [4]. - The information service and technology service sectors are projected to account for 23.7% of the district's GDP by 2024, with a significant increase in their contribution to GDP growth [4]. Consumer Market - As a major consumption area, Chaoyang District's retail sales reached 265.38 billion yuan last year, with 129.5 billion yuan in the first half of this year, making up about 20% of the city's total [5]. - The district is developing a world-class consumer landscape, including new commercial landmarks and enhancing international consumption experiences [5][6]. Cultural and Tourism Integration - Chaoyang is implementing policies to integrate culture, tourism, and commerce, contributing to the development of a vibrant cultural economy [6]. - The district is focusing on creating signature events and enhancing the quality of life for residents and visitors, thereby boosting consumption and tourism [6].

New Stock Issuance - YouSheng Co., Ltd. (Securities Code: 732418) issued shares at a price of 46.36 RMB on September 12, 2025[1] - *ST Tianmao (Securities Code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - *ST Zitian (Securities Code: 300280) enters the delisting arrangement period starting September 15, 2025[1] Trading Alerts - Hangke Technology (Securities Code: 688006) reported severe abnormal fluctuations on September 11, 2025[1] - Shanghai Electric Power (Securities Code: 600021) had a trading volume of 8,487 on September 10, 2025[1] - Tianji Co., Ltd. (Securities Code: 002759) reported a trading volume of 8,705 on September 10, 2025[1] Abnormal Fluctuations - ST Lingnan (Securities Code: 002717) reported a trading volume of 7,965 on September 10, 2025[3] - ST Huaxi (Securities Code: 002630) reported a trading volume of 9,579 on September 11, 2025[3] - ST Jianye (Securities Code: 600381) reported a trading volume of 5,420 on September 3, 2025[3]

Core Viewpoint - The establishment of the National Modern Agricultural Industrial Park in Moqi is a significant driver for rural revitalization, focusing on soybean as the leading industry and promoting high-quality, integrated agricultural development in the region [1][2]. Group 1: Industrial Development - The Moqi National Modern Agricultural Industrial Park is designed with a comprehensive industrial system that includes soybean seed research and development, standardized large-scale planting, soybean processing, storage logistics, and leisure tourism [1]. - The park aims for high-quality and cluster development of the soybean industry, leveraging brand creation and digitalization to drive regional integrated development [1]. Group 2: Farmer Income and Participation - Since its establishment, the industrial park has seen 22 enterprises involved in leading industry production, including 4 regional agricultural industrialization leading enterprises, and has 793 farmer cooperatives and 2,070 family farms [2]. - The park has achieved a 97% coverage rate of quality seeds and has established a technical promotion system, training 5,000 professional farmers annually [2]. Group 3: Sustainable Practices - The industrial park promotes green circular production, implementing black soil protection on 210,000 acres and conducting actions for reducing chemical fertilizer and pesticide usage [2]. - The comprehensive utilization rate of crop straw and livestock manure exceeds 85%, showcasing the park's commitment to sustainable agricultural practices [2]. Group 4: Technological Innovation - The park has established a 400-acre soybean seed technology innovation demonstration base, completing the selection and screening of 84 new soybean varieties and conducting various technical services and trials [3]. - An e-commerce platform has been launched, with a dedicated 1,000 square meter live streaming hall, generating 5 million yuan in sales through live streaming [3]. Group 5: Future Plans - The park plans to continue optimizing its functional layout and improving resource utilization efficiency, aiming to build a high-efficiency, environmentally friendly, and sustainable modern agricultural industrial park by the end of the planning period [3].

Group 1 - The "anti-involution bull market" is a crucial opportunity for the transition between the two halves of the bull market, driven by financial re-inflation in the first half and physical re-inflation in the second half, with expectations of inflation returning [1][6] - Local governments have improved fiscal conditions, allowing central authorities to execute policies more decisively, as evidenced by a 28% year-on-year increase in land acquisition by the top 100 real estate companies from January to August [2][11] - The strategy involves clearing supply before stimulating demand, with infrastructure, consumption, and manufacturing sectors expected to have growth opportunities in the coming year [3][15] Group 2 - Recent changes show a strengthening of policy determination from top to bottom, with increased cooperation from enterprises, as concerns about the "anti-involution" policy have been alleviated over the past two months [4][26] - The shift from industry association-led self-regulation to accelerated intervention by ministries indicates a growing commitment to the "anti-involution" initiative, with specific policies being deployed at both central and local levels [5][27] - Enterprises are increasingly willing to cooperate with the "anti-involution" initiative, as seen in the photovoltaic industry where major companies are adopting production reduction strategies [28][29] Group 3 - Industry allocation should focus on the expected price increases of cyclical resource products, with attention to sectors such as glass fiber, coal, energy metals, cement, commercial vehicles, and wind power equipment [5][32] - Industries with relatively tight supply include industrial metals, steel, petrochemicals, and consumer goods like textiles and light industry, indicating potential benefits from the "anti-involution" policies [33][34]