稳健灵活，以质取胜 证券研究报告｜事件点评 2026 年 3 月 6 日 ——2026 年政府工作报告解读 | 事件简述： | | | | --- | --- | --- | | | 3 月 5 日，国务院总理李强代表国务院，向十四届全国人大四次会 | 大同证券研究中心 | | | 议作政府工作报告。 | | | | | 分析师：景剑文 | | | 核心观点： | 执业证书编号： | |  | 经济目标适度下修，区间化目标制定既彰显稳健，又不失灵活。2026 | S0770523090001 | | | 年的政府工作报告中，经济目标较 2025 年适度下修，由 5%转向 | 邮箱： | | | 4.5%-5%，既是对当前经济发展的稳健回应，又符合对 2035 年远景 | | | | 目标的合理预期。同时，以区间形式制定的经济目标，较之前来看， | jingjw@dtsbc.com.cn | | | 也显示出我们在当前时代变局下的灵活应变之举。 | | |  | 政策导向以质取胜，强市场、育动能、抓科技齐头并进。本次政府 | 地址：山西太原长治路 | | | 工作报告中，总量政策仍继续实施更加积极的财政政策 ...

在实践和调研中，陆安慧发现，企业离市场更近、对现实问题更敏感，科研院所研发能力更强，务实高 效的合作可以达到事半功倍的效果，但双方也容易在资金人员投入、知识产权保护等方面出现分歧，需 要国家在相关政策和机制上进一步明确、细化、完善。他将发现的问题一一记录整理，形成"解题"的思 路和建议。"我希望能做一个桥梁纽带，连接科技与产业、科研与政策。"陆安慧说。 "教学科研让我更懂产业需求，政协履职让我更宏观地思考国家需求。"陆安慧坚信，个人理想只有融入 国家发展大局，才能实现最大价值。秉承科技报国的初心，陆安慧步履不停，用智慧和汗水书写出精彩 的"履职答卷"。 （辽宁日报记者 赵 静） （来源：东北新闻网） "一份好的提案，既要结合国家战略'看得远'，又要针对实际问题'看得准'。"距离全国两会召开还有不 到一周的时间，全国政协委员陆安慧正抓紧时间完善手中的建议。 没有调查就没有发言权。为了掌握第一手资料，陆安慧频繁深入企业车间、港口码头、科研院所。在大 连长兴岛，他连续数月跟踪石化企业生产流程，精准发现当地石化产业"起步晚、精细化率低"的痛点。 作为辽宁大学副校长，他清醒地认识到高校在科技成果转化中存在"重论文轻应用 ...

南方财经记者孙静芳广州报道 2月26日，广州市天河区召开全区高质量发展大会。继省、市高质量发展大会后，天河迅速响应，围 绕"工商并举、两业融合，大区挑大梁"主题，动员全区上下以"跃马扬鞭"的勇气，勃发开局新气象。会 上，全区党政机关、街道负责人与院士专家、企业家代表齐聚，聚焦场景创新、科创赋能、城市更新等 核心任务，掀起凝心聚力大抓发展的攻坚热潮。 作为此次大会备受关注的科技企业代表，晶泰科技在视频发言中分享了其扎根天河的"速度与激情"，成 为天河以一流营商环境催生新质生产力的生动注脚。 "承蒙数科集团的大力支持，公司已落户广电平云广场。"晶泰科技企业发展副总裁、恒晶智创首席执行 官（暂代）蔡政倢在会上表示，近期晶泰科技与广东恒健控股在天河共同成立的合资公司恒晶智创，作 为"人工智能+科技与产业融合创新联合体"的实施主体，已快速落地生根。 这一高效落地的背后，是天河区强大的资源统筹与创新要素集聚能力。作为一家以人工智能与机器人自 动化驱动的研发平台型企业，晶泰科技致力于通过"AI+自动化"重构药物分子与新材料的研发流程。未 来，恒晶智创将在天河建设集成AI算法与自动化工站的公共实验室，面向新材料、新能源、现代 ...

"十五五"规划建议提出"完善区域创新体系"，并作出"布局建设区域科技创新中心和产业科技创新 高地，强化国际科技创新中心策源功能"的战略部署。中央经济工作会议提出要建设北京(京津冀)、上 海(长三角)、粤港澳大湾区国际科技创新中心。这不仅是应对全球科技竞争的战略选择，更是推动创新 要素在更高层次、更广范围自由流动和高效配置以激发内生动能的必然要求。 什么是区域创新体系呢？简单来说，就是在特定区域内，政府、企业、高校、科研院所等各方力量 聚在一起，把人才、资金、技术这些创新要素统筹起来，形成一个让知识创造、流动和转化的网络系 统。这是国家创新体系的重要一环，其作用在于立足本地资源禀赋，破解创新资源分布不均的难题，通 过协同创新推动产业升级，为区域高质量发展和国家战略落地提供实实在在的支撑。 说到底，完善这个体系的关键，在于推动创新活动从过去那种孤立、分散的"点状突破"，转向网络 化、一体化的"系统集成"。目标也不只是打造几个创新高地，而是要构建一个功能互补、优势叠加、良 性互动的国家创新网络。 突出的是"差异化协同"。我国幅员辽阔，各地资源禀赋、产业基础千差万别。完善区域创新体系， 并不是鼓励大家在同一条赛道上" ...

这注脚里，有守正出新、淬炼升级的志气。在山西阳泉阀门，在河南洛阳轴承，坚守是对产业根基的夯 实、对工匠精神的传承。从过去用榔头敲、用锤子砸，到如今输入代码、输出数据，智能转型是厚积成 势中的锻骨新生，要做好科技与产业深度融合，让传统产业焕发新活力。 这注脚里，有十年磨剑、久久为功的静气。在海南育种基地，在更多的创新一线，坚守是对科学规律的 遵循、对使命担当的诠释。科技自立自强是国家强盛之基、安全之要，而科学研究自有其节奏，寒冬酷 暑、良辰佳节，见证着这份专注与耐心，更记录着将个人奋斗融入国家需要的生动实践。 在坚守中积蓄力量，在奋斗中收获希望。放眼创新一线，时时有勇攀高峰的身影，处处有日新月异的创 造。广大科技工作者正以跃马扬鞭的勇气、万马奔腾的活力、马不停蹄的干劲，在"十五五"新征程上， 携手迈向下一个春天！ 这注脚里，有敢为人先、时不我待的锐气。在上海"模速空间"，在广东机器人公司，坚守是对新兴赛道 的开拓、对发展先机的把握。当前，科技竞争愈发激烈，难题攻关如箭在弦，只有敢于在"不确定"里 找"确定"，于"无人区"中竖"路标"，才能在全球创新浪潮中跟得上、冲在前。 从传统制造的工厂车间，到人工智能的研发中 ...

Group 1 - The core viewpoint of the news is that Anhui province is implementing a series of new measures to promote the integration of technology and industry, aiming to enhance innovation and entrepreneurship through a robust support system for technology talent [1][2] - Anhui will support high-level technology teams with annual funding and equity investment of up to 20 million yuan for those with core technologies, and will appoint technology personnel from universities to act as "technology vice presidents" in enterprises [2] - The province aims to strengthen the construction of a technical manager team, with an annual budget of 10 million yuan to support the development of a technology market across provincial, municipal, and county levels [2] Group 2 - The "Thousand Talents Training Camp" project will be implemented to train key personnel from high-tech enterprises and research institutions, focusing on the needs of technological innovation and industrial development [2] - The establishment of a platform for regular communication between researchers, engineers, and product managers is highlighted as a key factor in facilitating better collaboration and solution development [1] - Anhui's policies are designed to connect the innovation chain, industrial chain, capital chain, and talent chain, accelerating their integration and interaction [1]

Group 1 - The theme of the ongoing event is "Striving You and Me, Advancing with the Country," showcasing positive energy narratives that reflect China's high-quality development and the aspirations of over 1.4 billion people for a better life [1] - The integration of technology and industry is deepening, with significant innovations emerging, particularly in the field of artificial intelligence and large models, indicating a competitive landscape [3] - The achievements in sports are notable, with events like the Harbin Winter Universiade and the Guangdong-Hong Kong-Macau Games highlighting both competitive excellence and mass participation, contributing to a vibrant sports culture [8] Group 2 - The "Super League" has emerged as one of China's most successful grassroots sports events, inspiring other leagues and boosting local economies, reflecting the enthusiasm for sports among the populace [9] - The popularity of traditional culture and heritage is rising, with new world heritage sites being added and cultural IPs like "Nezha" gaining global traction, indicating a shift in aesthetic preferences among the youth [10][11] - China's high-speed rail network has surpassed 50,000 kilometers, marking a significant milestone in transportation development [13]

Group 1 - The theme of the ongoing "2025 China Positive Energy Network Boutique Collection and Broadcast Activity" emphasizes the stories of China's development and the aspirations of over 1.4 billion people for a better life [1] - The integration of technology and industry is deepening, with significant innovations emerging, particularly in the field of artificial intelligence and large models [3] - The achievements in sports, such as the Harbin Winter Universiade and the Guangdong-Hong Kong-Macao Games, highlight China's progress in building a strong sports nation [8] Group 2 - The "Super League" phenomenon in China has inspired the emergence of various local leagues, igniting enthusiasm for sports and contributing to local economic development [9] - The popularity of traditional culture and heritage is rising, with new world heritage sites being added and cultural IPs like "Nezha" gaining global traction [10][11] - China's high-speed rail network has surpassed 50,000 kilometers, marking a new milestone in high-speed rail development [13] - The national grain production reached 1.4298 trillion jin, an increase of 167.5 billion jin or 1.2% from the previous year, reflecting a strong commitment to progress [14]

Group 1 - The core message emphasizes the deep integration of technology and industry, highlighting significant advancements in innovation and self-research in chip development, positioning China as one of the fastest-growing economies in terms of innovation capability [1] - In 2024, China's total R&D expenditure is projected to exceed 3.6 trillion yuan, indicating a strong commitment to technological advancement [1] - The automotive industry continues to achieve record annual production and sales, while the shipbuilding industry leads the global market share, showcasing steady industrial upgrades [1] Group 2 - The upcoming "15th Five-Year Plan" faces complex challenges, necessitating a strong focus on innovation to drive industrial upgrades [2] - There is a need to overcome key technological bottlenecks through independent innovation, particularly in fields like integrated circuits and advanced materials, to maintain competitive advantage [2] - The integration of technological and industrial innovation is crucial, with plans to enhance the transition of technology from laboratories to production lines, thereby increasing the practical application of innovations [2] Group 3 - The optimization of the innovation ecosystem is essential for enhancing industrial vitality, with a focus on fostering leading technology enterprises and high-tech companies [3] - The growth of artificial intelligence and robotics sectors demonstrates China's leadership in R&D applications, driven by favorable policies and resource allocation [3] - China is transitioning from a manufacturing powerhouse to a manufacturing stronghold, with a unified approach to technological and industrial innovation [3]

Core Insights - China is making significant advancements in various scientific fields, including artificial intelligence, space exploration, and quantum technology, positioning itself as one of the fastest-growing innovative economies globally [4][5][7]. Group 1: Space Exploration - The Chang'e 6 mission successfully returned 1935.3 grams of lunar soil samples, providing crucial scientific data for future lunar exploration [5]. - The Chinese space station has transitioned to regular operations, serving as a "space laboratory" that produces significant scientific results, including breakthroughs in materials science and life support technologies for deep space missions [5]. - The "Fighter" manned submersible has completed China's first manned deep-sea scientific expedition in the Arctic, marking a shift from "full ocean depth" to "full ocean area" exploration [5]. Group 2: Artificial Intelligence - The launch of the DeepSeek-R1 model demonstrates a significant reduction in training costs while achieving results comparable to previous AI models [10]. - Robotics have become integral to various sectors, showcasing capabilities in entertainment and manufacturing, indicating a shift from AI as a tool to a partner in daily life [10]. - The evolution of AI technologies is reshaping human-computer interaction and driving innovation across industries, enhancing both productivity and quality of life [10]. Group 3: Quantum Technology and Materials Science - China has achieved a breakthrough in quantum computing with the "Zu Chongzhi No. 3" model, showcasing a computing power increase of trillions of times [8]. - The development of atomic-level thin two-dimensional metals has been realized through innovative techniques, marking a significant achievement in materials science [8]. Group 4: Research and Development - China continues to lead globally in high-quality scientific research output, with a growing advantage in various fields [7]. - The "Seed Precision Design and Creation" initiative has successfully developed high-yield crop varieties, increasing production by 10% to 20% while reducing input losses by 15% to 20% [8].