据悉，贵安新区电算协同产业联盟于2025年12月13日在贵安新区举办的第二届CCF中国数据大会上成立 揭牌。本次会议进一步明确了联盟使命：聚焦技术标准、科技研发、产业发展三大方向，破解电力与算 力割裂、资源分散、标准缺失等行业痛点，通过"政府搭台、企业唱戏"机制，打造可复制、可推广的电 算协同技术体系、标准规范和商业模式，为全国行业发展贡献"贵州方案"。 交流环节，来自贵州电网公司、华为、联通等12家单位的代表，围绕多主体联动机制、新型供配电方 案、AI技术应用等前沿议题分享见解、凝聚共识。"我们立足贵州国家算力枢纽节点优势，依托贵安智 算基地核心设施，紧扣'东数西算'战略攻关算网电一体化调度等核心技术，同时与贵州电网携手开展算 力-电力映射模型、共享备电及全直流供电示范等研究。"中国联通贵州省分公司企业客户部工业行业总 监张志民说。 联盟明确算力电力协同规划、电力与算力协同调度等13项任务方向，为电算协同发展搭建起"四梁八 柱"。贵安供电局总经理宋永超在谈及联盟规划时说："联盟将秉承'聚能汇数、协同创新、共促发展、 安全合规'宗旨，聚焦'电-算-碳'协同目标，推进做精协同规划、建强协同调度体系、筑牢安全防线 ...

Core Viewpoint - The article highlights the contributions of Xu Xuanhe, a representative figure in the digital economy innovation sector in Guizhou, who has been recognized for his efforts in driving digital transformation and talent development in the region [1][2]. Group 1: Contributions to Digital Economy - Xu Xuanhe is a core member of the first national-level digital economy innovation center in Guizhou, focusing on integrating technology innovation with local industries [1]. - He has provided tailored digital services to over 600 enterprises and developed 15 industry-specific solution scenarios [1]. - Xu has facilitated the adaptation of domestic technology systems, supporting 300 companies in implementing localized solutions [2]. Group 2: Talent Development and Ecosystem Building - Xu emphasizes the importance of talent in the digital age, organizing training for over 5,000 individuals and injecting digital thinking into 450 enterprise executives [2]. - He has collaborated with 11 universities to promote industry-education integration, ensuring that academic programs align with industry needs [2]. - Xu's initiatives have led to the establishment of over 85 ecological partners in Guizhou, with quarterly digital application scenario release events resulting in the implementation of over 300 scenarios [2].

Core Viewpoint - The "14th Five-Year Plan" period is crucial for China to achieve its goal of basic socialist modernization by 2035, with a target of maintaining an average economic growth rate of around 5% during this period, despite global economic challenges [1][2][3]. Economic Goals and Challenges - The primary economic goal for the "14th Five-Year Plan" is to sustain an average growth rate of around 5% to lay a solid foundation for achieving a per capita GDP level comparable to that of moderately developed countries by 2035 [2][3]. - The global economic environment remains challenging, with developed countries experiencing prolonged low growth rates since the 2008 financial crisis, impacting China's external demand, particularly for its private sector exports [2][3]. Opportunities Amidst Challenges - Despite existing challenges, there are significant opportunities in emerging industries such as solar panels, drones, and lithium batteries, which can leverage China's large market and complete industrial supply chains [3][4]. - Traditional industries can also benefit from digitalization, intelligence, and green technologies to enhance efficiency and reduce costs, allowing them to expand their market share [3][4]. Role of New Quality Productivity - New quality productivity is essential for upgrading industries, and companies should identify their comparative advantages to thrive in both emerging and traditional sectors [4][5]. - The development of new quality productivity relies on effective market mechanisms and proactive government support to guide investments in industries with comparative advantages [6][7]. Measures to Boost Market Confidence - To address insufficient domestic demand, three key measures are proposed: investing in infrastructure for emerging industries, enhancing workforce skills through training, and implementing targeted demand-creation strategies [6][7][8][9]. - These measures aim to alleviate excess capacity and improve market expectations regarding future income and employment, thereby boosting consumer confidence [10]. Long-term Economic Outlook - The expectation is that China can maintain a growth rate of around 5% even in a challenging international economic environment, continuing to contribute significantly to global economic growth [11][12][13][14].

深圳商报·读创客户端记者 李丹 通讯员 杨思玮 彭裕华 1月30日至31日，2026首届"宝品出海"跨境电商嘉年华暨湾区户外科技国际生活节，将在宝安福永智美 Town跨境电商产业园OAO跨境艺术天台举行。活动以"户外爆品，一站链全球"为主题，首创"实景体验 +产业对接"模式，为湾区户外科技企业搭建高效出海务实载体。 作为粤港澳大湾区制造核心与开放枢纽，宝安依托雄厚产业基础，以"跨境电商+产业带"为抓手，推动 外贸业态升级。 此次活动由深圳市商务局、宝安区委统战部等多部门指导，湾区跨境联盟等联合主办，立足福永街道跨 境物流与产业优势——辖区集聚4000余家在册物流寄递企业，福围社区被誉为深圳"国际物流村"，智美 Town产业园于2025年8月成为全国首批、深圳首家通过亚马逊SPN服务商认证的专业跨境电商产业园， 可依托SPN资质为企业提供账号注册绿色通道、政策先行对接等核心支持。 本届嘉年华聚焦户外科技与智能生活领域，打造15000平方米开放式OAO天台体验空间，创新设置北美 轻奢露营、南美户外智能运动、东南亚"宝安智造"专区等六大全球实景主题区，实现"一国一景、场景 联动"。 不同于传统静态陈列，企业产品可置 ...

Core Viewpoint - The founder of Chasing, Yu Hao, is rapidly gaining influence in the digital space, achieving a high ranking on the V Influence List, and is focused on building a vast knowledge framework to support ambitious business goals [3][4]. Group 1: Company Performance and Strategy - Yu Hao achieved a score of 82.75 on the V Influence List, ranking second among digital executives, surpassing Xiaomi's Lu Weibing [3]. - Chasing's revenue from overseas markets constitutes 80% of its total income, with even higher profit margins, distinguishing it from competitors like LeEco [6]. - The company emphasizes high-end products across various sectors, claiming to hold the highest industry profit margins, which is crucial for its growth strategy [6]. Group 2: Innovation and R&D - Chasing invests heavily in research and development, which supports its high-end positioning and innovation capabilities, allowing it to effectively organize a large team of engineers [6][8]. - Yu Hao's approach to innovation is seen as a core competency that enables the company to achieve 100% annual growth and continuous business upgrades [6]. Group 3: Future Aspirations - Yu Hao aims to create the first trillion-dollar company ecosystem in history, projecting that the value of his company could exceed current market leaders by an order of magnitude [9]. - The company has announced plans to enter multiple sectors, including luxury electric vehicles and high-end smartphones, with a goal to compete directly with established brands like Huawei and Xiaomi [11]. - Chasing plans to launch multiple IPOs across global exchanges starting from the end of 2026, indicating a strategy for rapid expansion and market presence [12]. Group 4: Public Perception and Personal Branding - Yu Hao's ambitious goals and straightforward communication style have garnered mixed reactions, with some viewing him as overly ambitious while others see him as a necessary visionary for China's entrepreneurial landscape [12]. - The company is actively recruiting for a "high-level IP account" position, indicating a strategic focus on enhancing personal branding for its executives, despite Yu Hao's previous denial of intentionally building a personal brand [13][14].

值得关注的是，2025年方大特钢聚焦产业前沿，与华为、宁德时代（300750）开展全方位战略合作，推 动数字智能技术与绿色能源技术深度融合，积极培育新质生产力。公司与宁德时代联合开发高性能新能 源汽车底盘部件，已完成5款钢板弹簧、2款稳定杆的产品开发，另有2款新能源钢板弹簧产品合作开发 项目正有序推进中；与华为合作开发智能配煤系统，构建覆盖原料分析、配比优化、质量预测全流程的 智能化决策体系，精准控制配煤成本，优化煤炭资源配置，减少优质炼焦煤过度消耗，解决配煤不合理 导致的能源浪费问题，助力实现降本提质增效与可持续发展的双重目标。(罗霞) (CIS) 面对行业挑战，方大特钢积极践行"控总量、优供给、扩需求、促转型"发展方向，坚守"三定三不要"经 营原则，以保高炉稳定顺行为生产核心，通过全链条精细化管理、生产计划优化筑牢盈利根基。公司重 点把控入炉大宗原燃料稳定性及库存管理，建立科学库存预警机制，实现低库存下的稳定保供；围绕品 规效益最大化原则，建立兼顾订单交付、成本均衡的高效低耗排产模式；完善产品定价及审核机制，精 准对接市场需求，优化产品销售结构与市场布局。为确保弹扁订单及时交付，启动弹扁生产线、优特钢 生 ...

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 2025 年 12 月 用心打造最有品质的实战研学。读万卷书，行万里路。把教室搬到世界上最优秀的企业， 请最优秀的企业家和科学家讲课。顺势而为，把握机遇。正心正念，坚持做长期正确的 事！ 我们期待与更多的企业家朋友们携手同行，共赴 2026 实战研学之旅！ 泽 ZEP 平 INGM 宏 ACR 观 O RE 商 SEAR 学 CH 1-6月日程安排 · 2月27日 北京 国内头部智驾科技企业 人形机器人 年研学安 e(7-12月日程安排)e 型成 11月4日-11日 洛杉矶、拉斯维加斯、旧金山 CES、英伟达、特斯拉 谷歌、罗宾汉、playground 斯坦福大学、伯克利大学 3月27日-28日 苏州 追觅科技、魔法原子、灵猴机器人 闭门投研会-2026 Al 的中国力量(一) 3月29日 上海 长三角校友会 4月20日-21日 香港 2026 香港 Web3 嘉年华 复星财富、HashKey、港交所 5月22日-23日 1151 11:47:50 深圳 华为、新凯来、江波龙、莫界科技 闭门投研会—202 ...

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and the future economy [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 800 exhibitors [12][34]. - The expo will include more than 300 strategic and cutting-edge technology reports, showcasing innovations applicable to various industries such as AI, aerospace, smart vehicles, and renewable energy [2][20]. Group 2: Focus Areas - The event will concentrate on five common demands of future industries: advanced semiconductors, advanced batteries, lightweight functional materials, low-carbon sustainability, and thermal management [2][10]. - Six thematic exhibition areas will be established, including advanced semiconductors, advanced batteries and energy materials, thermal management, lightweight and sustainable materials, new materials technology innovation, and future smart terminals [12][15]. Group 3: Participation and Audience - The expo is expected to attract over 100,000 professional visitors, including industry leaders and investors, facilitating precise connections between enterprises and industry resources [34][35]. - A targeted invitation will be extended to over 5,000 industry investors to support quality startups and enhance resource accumulation [10][35]. Group 4: Supporting Organizations - The event is organized by DT New Materials, in collaboration with various associations and institutions, including the China Productivity Promotion Center and the Ningbo New Materials Industry Association [4][5]. - The organizing body has a decade of experience in the new materials sector, with extensive connections across industries such as semiconductors, robotics, and renewable energy [10][44]. Group 5: Historical Context and Expectations - The previous editions of the expo, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, achieved record attendance and participation, indicating a strong foundation for FINE 2026 [7][34]. - The event is positioned as a pivotal opportunity for businesses to engage in technology transfer and innovation integration, aiming to solidify the material foundation for the next decade of high-tech industry development in China [2][10].

2026.01. 28 本文字数：1655，阅读时长大约3分钟 作者 | 一财评论员 1月28日，国新办举行新闻发布会，邀请国务院国资委相关负责人介绍2025年国资央企高质量发展情况。 其中指出，当前央企已经在科技创新、战略性新兴产业和未来产业布局上取得了一系列重大突破，新质生产 力发展正在积厚成势。 五年来，央企研发投入累计超过了5万亿元，科技人才数量增加了近50%。其中，2025年央企研发投入为 1.1万亿元，连续四年年度投入超过万亿元。 持续加大研发投入带来的是创新成效不断显现。2025年这一年，央企围绕国家战略和重大需求，牵头或参 与了全部22个国家重大科技专项，攻克领跑技术121项，天问二号、首艘电磁弹射型航母等一批"大国重 器"捷报频传，"天权""钢铁脊梁号"等重大创新成果竞相涌现。 国资委相关负责人表示，今年央企将进一步增强责任感使命感，大力强化自主创新、原始创新，为实现高水 平科技自立自强、建设科技强国提供有力支撑；就"十五五"时期来说，要充分发挥央企科技创新主体作 用，加强自主创新、原始创新和关键核心技术攻关，加上其他措施的协同，更好催生新质生产力。 央企要进一步在发展新质生产力上积厚成势， ...

Group 1 - The core view of the report emphasizes that AI is reshaping manufacturing demand, with mature manufacturing moving towards global markets, and the mechanical industry is expected to benefit significantly from technology and export growth in 2026 [1][9][10] - The mechanical industry index outperformed the CSI 300 by 23.25 percentage points in 2025, with a 40.91% increase in the mechanical industry index compared to a 17.66% increase in the CSI 300 [9][10] - AI technology is expected to have a profound impact on the manufacturing industry, with AI infrastructure reshaping demand patterns and applications driving hardware manufacturing equipment demand [9][11] Group 2 - The report predicts that 2026 will see a significant increase in demand for equipment driven by AI infrastructure, including semiconductor equipment, liquid cooling equipment, and gas turbines [13] - The demand for AI hardware manufacturing equipment and components, such as humanoid robots and 3C automation equipment, is expected to rise [13] - Export-oriented equipment, particularly in the engineering machinery sector, is anticipated to show strong growth in 2026 [13] Group 3 - The semiconductor equipment market is projected to grow, with global sales expected to reach $125.5 billion in 2025, a 7.4% increase, and further growth to $138.1 billion in 2026 [34][40] - The report highlights that the domestic semiconductor equipment market in China is expected to reach approximately 230 billion yuan in 2025, indicating strong growth potential [41] - The PCB industry is entering a new development cycle driven by AI demand, with a projected global PCB market value of approximately $73.57 billion in 2024, reflecting a 5.8% year-on-year increase [54][56] Group 4 - Liquid cooling technology is becoming essential due to the increasing power consumption of AI servers, with the global liquid cooling component market expected to reach $5-10 billion in 2025 and $25 billion by 2030 [84][86] - The report indicates that the demand for liquid cooling solutions will significantly increase as AI processing power continues to rise, making traditional cooling methods inadequate [70][84] - The introduction of advanced liquid cooling systems, such as NVIDIA's GB200 and GB300, is expected to drive market growth and innovation in cooling technologies [84][86]