热点聚焦 FOCUS 0 李强、巩固拓展经济回升同好势头,努力元成全年经济社会友展日标 重大会议 MEETINGS 重大政策 POLICES 233 | 李强:努力完成全年 鲍威尔为美联储 NGHUA PBCSF 经济社会发展目标 降息打开大门 2025年第34折 总第233期 FInancial 2025年8月25日 Weekly 每周金融评论 . . Financial Weekly 每周金融评论 目录 CONTENTS ◎ 个人养老金领取"降门槛"新增3种领取情形,9月1日起实施 重大事件s ◎ 中国算力大会:预计2025年我国智能算力规模增长将超过40% ◎ 国常会:"两新"政策、在稳投资、扩消费、促转型、惠民生等 方面取得明显成效 ◎ 鲍威尔:如果经济前景和风险天平开始转向，美联储将相应地调 整政策 热点 聚焦 李强：巩固拓展经济回升向好势头，努力完成全年经济社会发展目标 01 8月18日，国务院总理李强主持召开国务院第九次全体会议。李强强调，要进一步提升宏观政策实施效能，深入评估政策实施情 况，增强政策针对性有效性，及时回应市场关切，稳定市场预期。要抓住关键着力点，做强国内大循环，以国内大循环的内 ...

数据显示，今年上半年，天津规模以上工业增加值同比增长5.1%，车联网、生物医药产业链增加值均超过10%。 编辑：韩睿 天津持续推动科技创新和产业创新深度融合，通过搭建平台、健全体制机制，为构建现代化产业体系提供新动能。 最近，在天津滨海高新区，一条玻璃基板新材料的全流程智能化生产线投产，可批量生产大尺寸高铜厚玻璃基板，将广泛应用于高清显示等领域。这条生产线从研发到落地转化，得益于由政府牵 今年以来，天津已建了17个产业链创新联合体，涵盖60多家重点企业和30多家高校、科研院所，形成产业链和创新链深度对接。 天津市工信局规划发展处处长 孙洪磊：充分发挥天津科教资源丰富的优势，建立健全科技创新和产业创新深度融合的体制机制，一手抓战略性新兴产业培育，一手抓传统产业转型升级，筑牢全 今年，天津发布43条推动制造业高质量发展政策举措，制定重点产业关键卡点技术、产品清单，依托创新联合体进行科研突破。同时，围绕培育战略性新兴产业、布局未来产业，天津加大力度扶 ...

Group 1: Economic and Social Development - The city government is focusing on the deep integration of technological innovation and industrial innovation to enhance the city's innovative vitality [2] - The government aims to build a "strong city" in technology, talent, and education, and to improve the mechanism for significant investment in technological innovation [2] - The "3+N" industrial fund cluster has invested in over 1,600 projects in Hangzhou, with a total investment exceeding 60 billion yuan, supporting high-quality development [3] Group 2: Social Welfare and Elderly Care - The city has established over 35,000 beds in elderly care institutions and more than 2,900 home care service centers, enhancing the elderly care network [4] - The government is focusing on improving elderly care services by addressing urgent needs and expanding the "happiness elderly care service circle" [4] Group 3: Agricultural Development - The city is promoting the development of new agricultural productivity through the "Five Good and One New" strategy, which includes high-standard farmland and modern farmers [5] - Efforts are being made to accelerate agricultural modernization and promote green and efficient farming techniques [5]

Group 1: Industry Integration - The emphasis on deep integration of technological innovation and industrial innovation is highlighted, showcasing the importance of aligning technological advancements with industry needs to achieve value enhancement from "technological breakthroughs" to "industrial value addition" [2][3] - The success of Suzhou Green's harmonic drive technology demonstrates the vitality of the integration of innovation chains and industrial chains, breaking foreign monopolies in key components [2] - The development of high-temperature alloy materials by China Steel Research, utilizing AI technology, significantly reduces the R&D timeline from over 10 years to as little as 1 year, showcasing the efficiency of new methods in material development [3] Group 2: Market Integration - The push for a unified national market aims to optimize market competition and eliminate barriers to resource flow, enhancing the resilience and vitality of the Chinese economy [7][8] - The establishment of a national unified market construction guideline aims to create a fair competition environment by regulating local government behaviors and preventing excessive competition [11] - The improvement of logistics infrastructure, such as the reduction of transportation costs by 30% and time efficiency by 35% through upgraded delivery systems, facilitates smoother resource flow across regions [9][10] Group 3: Internal and External Trade Integration - The integration of internal and external trade is crucial for constructing a new development pattern and promoting high-quality development, as exemplified by the Spring Snow Food Group's expansion into both domestic and international markets [12][13] - The establishment of the Hainan Free Trade Port is set to enhance the connection between domestic and international markets, attracting global resources and facilitating trade [14][16] - Continuous efforts to improve the foreign investment environment, including the removal of restrictions in the manufacturing sector and the expansion of service industry openings, aim to create a transparent and predictable policy landscape [15][16]

Core Viewpoint - The importance of intellectual property (IP) protection in driving innovation and enhancing new productivity is emphasized, highlighting its dual role as a shield for innovation and a guide for technological advancement [2][3]. Group 1: Intellectual Property Statistics - As of June this year, Jiangsu Province has 671,900 effective invention patents, with a per capita ownership of 78.81 patents, maintaining the top position in the country for nine consecutive years [2]. - In the first half of the year, enterprise patent authorization accounted for 89.82% of the total authorization in the province, exceeding the national average by 15.42 percentage points [2]. - The province's "1650" modern industrial system saw 34,300 invention patents authorized, ranking third nationally, with leading positions in high-end textiles, semiconductors, and high-end equipment [2]. Group 2: Role of Intellectual Property in Innovation - Intellectual property serves as a "shield" to incentivize innovation and a "navigator" to guide technological development, providing both institutional and technical support for new productivity [2][3]. - The patent system allows innovators to recover costs and gain economic benefits through exclusive rights for a limited time, encouraging investment in research and development [3]. - Utilizing patent literature can shorten research cycles by 60% and save 40% of research funding, highlighting its role in enhancing innovation efficiency [3]. Group 3: Technology Transfer and Financial Leverage - Intellectual property acts as a bridge for technology transfer and a lever for funding, playing a crucial role in the integration of technological and industrial innovation [4]. - The Jiangsu Provincial Intellectual Property Office has initiated actions to revitalize patents held by universities and research institutions, facilitating the conversion and industrialization of patented technologies [4]. - The establishment of a comprehensive financial ecosystem for intellectual property aims to enhance the conversion of intellectual property into assets for enterprises [4]. Group 4: Addressing Competitive Challenges - The shift from price competition to patent competition in strategic emerging industries is noted, with efforts to enhance awareness and capabilities in intellectual property management among startups [5]. - The provincial intellectual property office supports leading enterprises in exploring new technologies and services to build competitive advantages, steering the industry towards high-quality development [5]. Group 5: Rapid Protection System - Jiangsu has established a "1+13+N" rapid collaborative protection system for intellectual property, significantly reducing patent authorization times [6]. - The average authorization period for invention patents has been shortened from 22 months to 3 months, and for utility model patents from 12 months to 6 months [6]. - The provincial protection centers are expected to handle over 10,000 intellectual property cases in 2024, with an average processing time of less than 2 weeks [6]. Group 6: International Intellectual Property Protection - Jiangsu Province has over 7,000 enterprises holding international patents, with efforts to strengthen overseas intellectual property protection through various support networks [7]. - The provincial intellectual property office collaborates with local courts to enhance the handling of complex technical cases, improving the efficiency of enforcement [7]. Group 7: Ongoing Challenges and Initiatives - Challenges in the intellectual property protection system, enforcement, and coordination are acknowledged, prompting the launch of the "Ten Actions for Enhancing Intellectual Property Protection" [8]. - These actions aim to create a fair, just, and efficient environment for intellectual property, supporting innovation and development [8].

Group 1 - The core viewpoint emphasizes the integration of technology and industry innovation in Changchun, with significant advancements in manufacturing and research collaboration [1][2][5] - The revenue of Jilin Changchun Xida Electronics Technology Co., Ltd. is projected to reach 350 million yuan in 2024, representing a 90% year-on-year increase [1] - The number of high-tech enterprises in Changchun increased from 2,497 to 3,367 between 2022 and 2024, while specialized and innovative enterprises grew from 1,037 to 2,499 [3] Group 2 - The automotive industry in Changchun has seen breakthroughs in key technologies, with 170 core technologies developed and 700 patents filed [2] - Changchun's government has established a strategic cooperation committee for technology transfer, focusing on the integration of government, industry, academia, and research [2][5] - The total scale of the science and technology innovation fund in Changchun has reached 24 billion yuan, aimed at supporting early-stage and hard technology projects [4]

Core Viewpoint - The emphasis is on stabilizing growth and addressing public concerns to promote high-quality economic and social development in the region [1][2]. Group 1: Economic Development Strategies - The focus is on stabilizing existing resources, optimizing quality, and closely monitoring initial targets to ensure employment, businesses, markets, and expectations are stable [2]. - There is a call to seize opportunities and leverage comparative advantages to mobilize resources effectively and create a new landscape for integrated development [2]. - The importance of strong work ethics and implementation is highlighted, with a commitment to safeguarding the bottom line of people's livelihoods [2]. Group 2: Project Development and Innovation - The National Center for Translational Medicine, one of five national-level centers, is being developed with a focus on high standards and quality to meet national strategic needs [1]. - The project aims to enhance original innovation and strengthen the integration of scientific research and industrial innovation [1]. Group 3: Community Engagement - During the visit, there was an emphasis on listening to community concerns and addressing them promptly to protect citizens' legal rights [1].

Group 1: Petrochemical and New Materials Industry - By 2027, the output value of the petrochemical new materials industry in Hainan is expected to exceed 160 billion yuan [1] - The plan aims to enhance the petrochemical new materials industry by leveraging the benefits of the "fixed enterprise, fixed variety, fixed quantity" policy for crude oil imports, promoting a complete industrial chain from "oil head - chemical transformation - new materials tail" [1] - The strategy includes expanding the olefin industry chain by sourcing raw materials like naphtha and propane, and developing high-end chemical new materials [1] Group 2: Marine and Renewable Energy Industry - The plan emphasizes the cultivation of emerging marine industries, including increasing reserves and production of marine oil and gas resources, and conducting evaluations for multi-gas extraction and utilization [1] - Hainan aims to develop the marine renewable energy sector, including the planning of integrated demonstration projects for offshore wind power hydrogen production and methanol production [1] - The initiative also focuses on enhancing marine technology innovation capabilities and establishing a "smart ocean" innovation hub [1] Group 3: Economic Structure and Innovation - By 2027, the value added of the four leading industries (tourism, modern services, high-tech industries, and tropical efficient agriculture) is expected to account for approximately 70% of GDP, with modern services contributing nearly 30% [2] - The integration of technological and industrial innovation is a priority, with a target for R&D expenditure intensity to reach 1.8% by 2027, and high-tech industry value added to exceed 17% of GDP [2]

Group 1 - The Huai'an Industrial Park has officially launched the "Five New" project to promote the integration of technological and industrial innovation [1] - The park aims to create a new quality production force by focusing on innovation, optimizing the innovation environment, and nurturing new industries and business formats [1][2] - By 2027, the park plans to achieve significant milestones, including attracting over 100 technology projects and nurturing over 100 technology-based enterprises [2] Group 2 - The park has made substantial achievements in technological innovation, including the selection of several companies for national and provincial innovation projects [2] - A series of policy documents have been introduced to support the deep integration of technological and industrial innovation, including the "Action Plan for Technological Innovation" [2] - The park has established a cultivation database for national high-tech enterprises and has implemented a tiered cultivation plan for technology-based companies [4] Group 3 - The park emphasizes the importance of talent in driving innovation, launching initiatives to attract high-level talent and strengthen the talent pool [5][6] - The "Hundred Enterprises, Hundred Schools" program has been initiated to foster collaboration between enterprises and universities, facilitating the transfer of technological achievements to production [5] - Over 20 enterprises in the park currently employ full-time PhDs, indicating a strong focus on high-level talent recruitment [6]

Core Insights - Jiangsu province is committed to leading in the integration of technological and industrial innovation, with a focus on enhancing the innovation chain and industrial chain [1][2] Group 1: Achievements and Progress - Jiangsu's R&D investment intensity reached approximately 3.33% last year, exceeding the "14th Five-Year Plan" target, placing it at a medium level among innovative countries and regions [2] - In the first half of this year, the output value of high-tech industries accounted for 51.8% of the total industrial output value, continuing to rise from last year's 50.7% [2] - The province has maintained the highest quality development index in manufacturing for four consecutive years, indicating strong industrial performance [2] Group 2: Major Innovation Platforms - Jiangsu is accelerating the cultivation of strategic technological capabilities and has established a matrix of innovative platforms, including the "Future" deep-sea green intelligent technology test ship and various laboratories [2][4] - The province is leading the construction of 44 national key laboratories, which have established a collaborative mechanism with leading enterprises [2][4] Group 3: Industry Support and Development - The provincial government allocated 5.3 billion yuan to support 101 collaborative projects, resulting in an additional 4.16 billion yuan in R&D investment from enterprises [3] - Jiangsu has built 439 national-level green factories and 51 green industrial parks, ranking first in the country [3] - The strategic emerging industries' output value accounts for 41.8% of the total industrial output, with significant progress in hydrogen energy, energy storage, and commercial aerospace [3] Group 4: Integration Strategies - The government is focusing on five areas to enhance the integration of technological and industrial innovation, including improving high-quality technology supply and promoting the transformation of scientific achievements [4][5] - Jiangsu has established a technology achievement transformation platform and organized cooperation events to facilitate the transfer of innovation results [5] Group 5: Local Initiatives - Wuxi city has partnered with 12 universities to promote technology transfer and aims to increase R&D investment intensity to 3.7% by 2027 [7] - Yancheng city is focusing on becoming a preferred location for concept verification and technology application, implementing measures to support technology transfer [8] Group 6: Talent Development - The provincial human resources department is decentralizing the evaluation of senior professional titles to support innovation and entrepreneurship in technology platforms and enterprises [9] - A new talent evaluation system is being developed to meet the needs of emerging industries, including a focus on low-altitude economy and aerospace [9]