中经记者 郭阳琛 张家振 上海报道 作为苏北老工业基地，江苏省徐州市近年来加速产业"腾笼换鸟"，2025年能够顺利迈入"万亿GDP俱乐 部"，实现苏北地区"零的突破"备受关注。 2026年2月2日，这一悬念终于揭晓。徐州市统计局发布的《2025年徐州市经济运行情况》显示，根据地 区生产总值统一核算结果，2025年，徐州市实现地区生产总值（GDP）9957.22亿元，按不变价格计 算，比2024年增长5.8%。 《中国经营报》记者了解到，2022年，在获批建设国家可持续发展议程创新示范区后，徐州市提出培 育"343"创新产业集群。2025年，工程机械、绿色低碳能源、数字经济、食品及农副产品加工四大产业 集群规模均突破千亿元，创新产业集群总规模预计达8500亿元。 "不要纠结于这个数字，不能被数字所累。"对于外界关注的能否迈入"万亿GDP俱乐部"话题，1月21日 下午，徐州市委书记宋乐伟在参加铜山区代表团讨论时回应称，"该怎么发展就怎么发展，要扎扎实实 地发展"。 "顺其自然"冲万亿 相关数据显示，2024年，徐州市地区生产总值达9537亿元。徐州市已站在"万亿GDP俱乐部"门前。 2026年1月21日，在徐州市 ...

Core Insights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area strategic emerging industries leading enterprises and the results of the fifth survey have been announced, recognizing 50 companies and 29 individuals for their contributions [1][3] - Huang Guan, founder and chairman of Shifang Ronghai, was awarded the "Youth Leader" title for his innovative breakthroughs in the field of artificial intelligence [1][3] Company Overview - Shifang Ronghai has integrated AI technology into online education, enhancing capabilities and efficiency, and creating a new model for online learning [3][4] - The company has developed the Xiaozhi AI system, which focuses on algorithm optimization, big data processing, and intelligent interaction, allowing AI to understand human emotions and needs [4][5] - Xiaozhi AI has been connected to over 1 million hardware devices, with applications in education, smart elderly care, smart homes, and automotive spaces [5] Talent Development - The company has established a comprehensive AI talent cultivation system in collaboration with universities, aiming to train over one million digital skills talents and support high-quality employment for hundreds of thousands [5][6] - Huang Guan has been recognized multiple times in prestigious lists, including Forbes 30 Under 30 and the 2023 China Pan-AI Outstanding Figures TOP 20 [5][6] Industry Impact - The recognition of Huang Guan and Shifang Ronghai highlights their role in leading the AI industry and contributing to the high-quality development of strategic emerging industries in China [6]

Core Viewpoint - The ChiNext Medical Index (970082) closed at 3876.07 points on February 3, with a gain of 2.37% and a trading volume of 13.236 billion yuan, indicating positive market sentiment in the medical sector [1]. Group 1: Index Performance - The ChiNext Medical Index saw 49 constituent stocks rise, with NuoSiGe leading the gains at 8.76% [1]. - The index's turnover rate was 1.71%, reflecting moderate trading activity [1]. Group 2: Top Constituents - The top ten constituents of the ChiNext Medical Index include: - YuanEr Eye Hospital (sz300015) with a weight of 9.18% and a latest price of 11.04 yuan, up 1.28% [1]. - MaiRui Medical (sz300760) with a weight of 8.95% and a latest price of 188.15 yuan, up 0.56% [1]. - TaiGe Medical (sz300347) with a weight of 8.52% and a latest price of 63.20 yuan, up 4.97% [1]. - KangLong HuaCheng (sz300759) with a weight of 7.18% and a latest price of 29.61 yuan, up 2.10% [1]. - LePu Medical (sz300003) with a weight of 4.96% and a latest price of 17.83 yuan, up 1.89% [1]. - New Industry (sz300832) with a weight of 4.73% and a latest price of 54.50 yuan, up 2.60% [1]. - AiMeiKe (sz300896) with a weight of 4.49% and a latest price of 147.57 yuan, up 4.56% [1]. - YingKe Medical (sz300677) with a weight of 4.14% and a latest price of 40.55 yuan, up 1.38% [1]. - FuRui Medical (sz300049) with a weight of 3.55% and a latest price of 67.33 yuan, up 1.45% [1]. - HuaDa Gene (sz300676) with a weight of 3.15% and a latest price of 50.30 yuan, up 2.57% [1]. Group 3: Capital Flow - The net inflow of main funds into the ChiNext Medical Index constituents totaled 145 million yuan, while retail investors experienced a net outflow of 106 million yuan [1]. - The detailed capital flow indicates that TaiGe Medical had a main fund net inflow of 10.514 million yuan, while retail investors had a net outflow of 18.28% [2].

Group 1 - The core viewpoint presented by the economist Fan Gang emphasizes that the anxiety surrounding AI replacing human jobs should be viewed historically, as technological advancements have historically created new industries and demands rather than reducing employment opportunities [2][3] - Fan Gang argues that while AI may cause short-term employment shocks, society should focus on building a safety net welfare system to maintain social stability and embrace the opportunities presented by AI-driven new industries [3][4] - The issue of "involution" in industries is attributed to the diffusion and imitation of innovation, leading to product homogenization and intense price competition, which diminishes profits and stifles innovation [3][4] Group 2 - To address the problem of "involution," Fan Gang suggests following market principles and pursuing mergers and acquisitions, citing the example of the U.S. steel industry in the late 19th century, where numerous steel mills consolidated after crises, leading to technological advancements [3][4] - The purpose of mergers and acquisitions is not only to eliminate outdated production capacity but also to reduce the number of enterprises in an industry, allowing resources to concentrate on more efficient entities [4]

Core Viewpoint - The AI industry structure will have a significant impact on future economic and employment structures, leading to substantial changes in various industries and potentially creating new ones [3][6]. Group 1: Economic Impact - The AI industry may disrupt many existing industries, leading to their potential elimination, while also fostering the development of new industries or revitalizing underdeveloped ones [3][6]. - Historical context shows that since the first industrial revolution, the process of machines replacing human labor has been ongoing, yet over the past 200 years, human employment has not decreased, and living standards have improved along with rising wages [3][6]. Group 2: Employment Dynamics - AI is expected to have a profound impact on employment, with significant challenges related to job displacement [3][6]. - Despite potential job losses, there is an opportunity for new industries and employment to emerge, driven by changing consumer demands as people experience shorter working hours and increased leisure time [3][6]. Group 3: Changing Consumer Demands - As leisure time increases and working hours decrease, there will be a growing demand for services and education [3][6]. - It is essential to recognize both the challenges posed by AI and the new growth opportunities it presents, emphasizing the need to address potential unemployment while promoting new industries and job creation [3][6].

证券日报网讯 2月2日，新产业发布公告称，公司于近日收到公司控股股东西藏新产业投资管理有限公 司（简称"西藏新产业"）的函告，获悉西藏新产业所持有的公司119万股股份办理了补充质押手续，次 质押股份数量为119.00万股。 （编辑 任世碧） ...

证券代码：300832 证券简称：新产业 公告编号：2026-010 深圳市新产业生物医学工程股份有限公司 关于控股股东部分股份办理补充质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市新产业生物医学工程股份有限公司（以下简称"公司"）于近日收到 公司控股股东西藏新产业投资管理有限公司（以下简称"西藏新产业"）的函告， 获悉西藏新产业所持有的公司 119 万股股份办理了补充质押手续，具体事项如下： 股东 名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次质 押股份 数量 （万股） 占其所 持股份 比例 占公司 总股本 比例 是否 为限 售股 是否 为补 充质 押 质押 起始日 质押 到期日 质权人 质押 用途 西藏 新产业 是 119.00 0.5635% 0.1515% 否 是 2026 年 1 月 30 日 2026 年 11 月 12 日 招商证券 资产管理 有限公司 补充 质押 一、 公司控股股东部分股份办理质押的基本情况 注：上表中数值若出现总数与各分项数值之和尾数不符，均为四舍五入原因所致。 三、 其他说明 本次新增质押股 ...

Core Insights - Strategic emerging industries are key for enterprises to explore new business growth points and cultivate new productive forces. Central enterprises have been actively transforming and upgrading their industries through initiatives like "Industry Renewal" and "Future Navigation," expanding into emerging fields and accelerating their layout in new tracks. By 2024, the revenue share of strategic emerging industries for central enterprises is approaching 30% [1][15]. Group 1: Overview of Central Enterprises' Strategic Emerging Industries - Central enterprises' A-share listed companies are becoming core drivers for the development of strategic emerging businesses, leveraging their capital platform advantages [1][15]. - A total of 402 central enterprises' A-share listed companies were analyzed, with 64% involved in strategic emerging industries, indicating a significant engagement in these sectors [30]. - The distribution of these enterprises is concentrated in new generation information technology, new materials, high-end equipment manufacturing, and renewable energy sectors [30][25]. Group 2: Industry Analysis and Performance - Nearly 80% of strategic emerging enterprises are found in new generation information technology, new materials, high-end equipment manufacturing, and renewable energy sectors, with significant profitability in these areas [25][28]. - The research indicates that central enterprises in strategic emerging industries contribute 26% of total revenue and 3% of total profit, with new generation information technology and renewable energy showing strong performance [38][39]. - The return on equity (ROE) for sectors like renewable energy (7.53%), marine equipment (5.76%), and new energy vehicles (5.04%) is above the average level of central enterprises (3.33%) [43][44]. Group 3: Strategic Insights and Recommendations - The report aims to provide practical references and thought support for state-owned enterprises in their layout within strategic emerging industries, focusing on the dynamic evolution, mechanisms, and path choices of different industry enterprises [1][15]. - The analysis includes a systematic extraction of strategic positioning, business layout models, and implementation paths, offering methodologies and practical tools for state-owned enterprises to identify opportunities and optimize strategies [18][23].

1. 整车：推荐吉利汽车、江淮汽车、比亚迪。吉利以6 倍+的低估值成为我们整车反弹首选标的，市场 分歧目前在银河内销盈利，我们认为大概率好于市场预期。江淮尊界S800 订单表现稳健，弱beta 下， 江淮竞争格局好、潜在ROE 高，公司今年预计2-3 款新车，催化剂在即。 2. 汽零：①机器人催化持续，继续推荐福赛科技、敏实集团、拓普集团、银轮股份、豪能股份、双环传 动、新泉股份，建议关注均胜电子。②AI/智驾：重要板块，政策推出/加码，以及英伟达入局有望带来 供给订单催化、行情发酵，推荐地平线机器人、禾赛科技，建议关注速腾聚创、黑芝麻智能、小马智 行。③液冷订单明确，继续推荐敏实集团、银轮股份、凌云股份，建议关注飞龙股份。 3. 重卡：近期潍柴动力表现突出，体现市场对其在AIDC 柴发、天然气发电机地位的认可，继续推荐。 中国重汽H 短期海外股东减持担忧消失，从基本面角度建议关注。 一、数据跟踪 1 月下旬行业折扣环比下降（油车为主）。折扣率9.5%，同比+0.6PP（1/25），环比-0.1PP（1/10）。 折扣金额21,541 元，同比+1,294 元（1/25），环比-718 元（1/10）。折扣率 ...

Group 1 - The company, Xin Chanye, announced that shareholder Liu Haiyan did not reduce her holdings during the disclosed share reduction plan period [1] - The share reduction plan's time frame has now expired without any shares being sold by Liu Haiyan [1] Group 2 - The investigation into the "Jie Wo Rui" platform under Shui Bei Gold reveals a crisis due to a 40-fold leverage bet, where rising gold prices lead to increasing losses for the platform [1] - Investors are dissatisfied with the proposed repayment plan, which offers a principal repayment at only 20% of the original amount [1]