10月1日，广西北海铁山港区，海风吹拂，碧空如洗。明黄的半潜式平台静泊在岸边，超大容量风力发 电机组矗立其上。随着最后一支叶片与轮毂精准对接，全球首台16兆瓦漂浮式风电机组——"三峡领航 号"完成一体化组装，并将启程奔赴离岸70公里、50多米水深的位点目的地。 "三峡领航号"是中国海上风电向深远海迈进的关键项目之一。其核心设备——风力发电机组，年发电量 约4465万千瓦时；其核心基础——半潜式平台，能抵抗17级台风；其设计建造历程，依靠协同攻关，打 通了海上风电产业链全链条。 在极端环境下寻求动态平衡 让行业看到破局模式 我国南海季风盛、风浪频。 在海风阵阵中，不到半小时，风机叶片即升至160米高度，176颗螺栓精准对接、逐一紧固。这背后是长 达半年的周密准备。 "我们面临施工窗口期紧张、成本管控压力大、台风防御难度高等五大核心挑战。"三峡集团广东分公司 生产管理部副主任向君介绍。 全球80%以上的海上风能资源分布于水深超60米海域，我国50米水深海域风能储量是近海的2至3倍。与 欧洲海域相比，我国南海海床平缓、台风频发、海底地形复杂。 国外的经验套不到中国的海上，只能坚持科技自主创新。可单纯依靠市场，难以自 ...

10月1日，广西北海铁山港区，海风吹拂，碧空如洗，明黄的半潜式平台静泊在岸边，超大容量风力发 电机组矗立其上，随着最后一支叶片与轮毂精准对接，全球首台16兆瓦漂浮式风电机组——"三峡领航 号"完成一体化组装，并将启程奔赴离岸70公里、50多米水深的位点目的地。 10月1日，广西北海铁山港区，海风吹拂，碧空如洗。明黄的半潜式平台静泊在岸边，超大容量风力发 电机组矗立其上。随着最后一支叶片与轮毂精准对接，全球首台16兆瓦漂浮式风电机组——"三峡领航 号"完成一体化组装，并将启程奔赴离岸70公里、50多米水深的位点目的地。 "三峡领航号"是中国海上风电向深远海迈进的关键项目之一。其核心设备——风力发电机组，年发电量 约4465万千瓦时；其核心基础——半潜式平台，能抵抗17级台风；其设计建造历程，依靠协同攻关，打 通了海上风电产业链全链条。 在极端环境下寻求动态平衡 "我们面临施工窗口期紧张、成本管控压力大、台风防御难度高等五大核心挑战。"三峡集团广东分公司 生产管理部副主任向君介绍。 从理念提出到雏形初现，历经10次方案迭代、5次浮体结构造型更新、数十项核心参数修正，研发团队 在摸索中，将一体化漂浮式风电机组仿真成 ...

教育强国建设新征程上，为进一步助力教育家精神融入教师生涯全过程，并转化为广大教师的思想自觉 和行动自觉，教育部教师工作司联合人民网、新华网、学习强国平台共同开展策划，推出"教育家精神 万里行"访谈栏目，邀请教育领域专家学者和一线教师深入研讨、分享感悟，共同书写好新时代的"强师 答卷"。 该计划通过"大科研"培养"大人才"，有三个显著的特点：一是扎实的ECE领域数理基础，全新开发了交 叉性数理基础课程，重构了面向科技前沿的高阶核心课程。二是高水平的"科研探索"项目，将技术领域 的高水平科研项目、大工程与科学问题，转化设计为本科生探索实践与挑战的项目式课程，实现不同学 科背景的师生"在一起做科研"。三是丰富的课外创新实践项目，让学生从大一年级开始参与科创活动， 纵横驰骋"校—省—国"三级科技竞赛。 这一计划还以9个参与学院的大科研团队为主体，汇聚了一大批相关领域的顶尖人才和一流学者，凝结 了我校教师长期以来致力于拔尖创新人才培养的经验和智慧，是新时代跑出成电"加速度"的"第一棒"。 近日，电子科技大学校长胡俊在接受新华网专访时，围绕实施教育家精神铸魂强师行动、推动科技自主 创新与人才自主培养良性互动及数字化赋能教 ...

9月23日，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍"十四五"时 期加快建设教育强国进展成效。 "十四五"时期，围绕落实立德树人根本任务，以习近平新时代中国特色社会主义思想进课程进教材 进头脑为引领，思政课程和课程思政同向同行、校内教育和校外实践双向发力、科技教育和人文教育协 同并进，全员全过程全方位育人体系已经形成。 教育部部长怀进鹏表示，"十四五"时期，在党中央、国务院的坚强领导下，在全社会大力支持下， 规划所确立的各项目标任务已全面高质量完成。 提供普惠优质教育公共服务 据介绍，我国已建成规模最大且高质量的教育体系，为孩子们平等接受教育提供了坚强保障。 2021年，全国有2895个县级行政单位实现了义务教育基本均衡。"在基本均衡之后，'十四五'期间 着力推动优质均衡，截至2024年底，已经有246个区县实现了优质均衡。"教育部副部长王嘉毅介绍。 家门口的好学校越来越多，逐步从"一枝独秀"走向"百花齐放"。各地通过集团化办学、骨干教师交 流、对口帮扶等措施，大幅缩小校际差距，让薄弱学校也有好老师。 随迁子女上学问题，在"十四五"期间也取得了很大进展。王嘉毅介绍，目前，在公办 ...

"十四五"期间，我国高校立足支撑提升国家创新体系的整体效能，统筹推进教育科技人才一体发展，服 务中国式现代化，取得明显成效。在国新办9月23日举行的"高质量完成'十四五'规划"系列主题新闻发 布会上，教育部部长怀进鹏从三个方面介绍了有关情况。 一是发挥国家基础研究主力军作用。"十四五"期间，高校实现了系列原创基础理论、底层技术原理的突 破，75%以上的国家自然科学奖和技术发明奖来自高校，超过50%的国家科技进步奖来自高校。例 如，"曦和号"升空探日、"地壳一号"挺进地球深处，以及全球首座第四代核电站商运投产等国家重大工 程中，高校作出了重大贡献。 二是形成了高校科技成果转移转化新生态。高校区域技术转移转化中心江苏中心作为首个区域中心，一 年来取得了实质性进展，已经建成了28个公共转化平台，对接高校成果4800多项，近180项落地进行转 化。粤港澳大湾区中心发挥产业、国际化和金融优势，正在加快打造国际转移转化中心。目前，北京中 心已经启动建设。 三是推动科技自主创新和人才自主培养的良性互动。启动实施基础学科和交叉学科突破计划，在创新研 究中培养高端人才，在培养高端人才中实现创新。 怀进鹏表示，下一步，教育部将以 ...

Core Viewpoint - The inauguration of the Harmony Ecosystem (Changsha) Innovation Center marks a significant step in China's technological self-reliance and innovation, enhancing collaboration between Hunan province and Huawei [6][9]. Group 1: Inauguration Details - The Harmony Ecosystem (Changsha) Innovation Center was inaugurated on September 15, attended by key officials including Hunan's provincial leaders and Huawei's rotating chairman [1][3][5]. - This center is the fourth Harmony Ecosystem Innovation Center in China, following those in Shenzhen, Wuhan, and Chengdu, and is the first to focus on chip adaptation [9]. Group 2: Strategic Goals and Initiatives - The center aims to enhance platform capabilities, focusing on high-level technological self-reliance and innovation, and is aligned with Hunan's "4+4" science and technology innovation projects [6]. - It will promote the development of three major industrial clusters: smart terminals, the Harmony ecosystem, and audio-video industries, targeting a growth towards a trillion-yuan scale [6]. - The center will establish various platforms including a Spark Laboratory, training center, and R&D center, creating a comprehensive service system that integrates local resources and ecological partners [9]. Group 3: Policy and Support - Hunan province will provide top-tier policy support, service guarantees, and a favorable business environment to ensure the successful implementation of the Harmony ecosystem [6].

Core Viewpoint - A-share market shows a mixed and volatile pattern with the Shanghai Composite Index breaking previous highs, while the Hong Kong market experiences a strong rally, driven by technology and cyclical sectors [1][2]. Major Index Performance - A-share indices display divergence, with the Shanghai Composite Index rising 0.24% to 3884.71 points, while the Shenzhen Component and ChiNext Index face pressure, with the latter down 0.52% to 3037.83 points [2]. - The Hong Kong market sees all major indices rise, with the Hang Seng Index up 1.53% to 26484.72 points and the Hang Seng Tech Index up 2.18% to 6016.97 points, reflecting strong market sentiment [2]. Industry Hotspots and Driving Logic - In the A-share market, cyclical sectors and policy beneficiaries are the main focus, with the metals sector leading gains due to rising industrial metal prices and improving profit expectations [3]. - The real estate sector also sees a rise of 2.16% due to favorable policies and expectations of sales recovery [3]. - In the Hong Kong market, technology and resource sectors are strong, driven by breakthroughs in self-developed chip technology and AI model training [3]. Underperforming Sectors and Driving Logic - The A-share technology growth sector experiences a high-level correction, with AI hardware stocks weakening and high valuation concerns emerging [4]. - In the Hong Kong market, defensive sectors show weakness, particularly local consumer stocks, as retail data falls short of expectations [4]. Investment Strategy Recommendations - The investment strategy should focus on "policy dividends + technological transformation + global pricing power," emphasizing long-term growth assets [5]. - In the A-share market, attention should be on sectors benefiting from technological innovation and cyclical recovery, particularly in semiconductors and industrial metals [5][6]. - For the Hong Kong market, a balanced allocation between technology growth and undervalued value stocks is recommended, focusing on AI applications and low-valuation financials [6].

Report Industry Investment Rating - Not provided in the given content Core Viewpoints of the Report - ETFs are becoming a "super hub" connecting the market and investors, and their development is a major trend. Analyzing the penetration of ETF holdings and trading helps understand the interaction between ETFs and corresponding stocks [1]. - The impact of ETFs on the equity market can be divided into four quadrants based on ETF持仓占比 and ETF成交占比, which reflect the holding and trading influence of ETFs on stocks respectively [2][10]. - ETFs show strong configuration and trading willingness in traditional industries such as banking, coal, and non - bank finance. Market preference may be shifting towards low - valuation, high - dividend sectors [2][3]. Summary by Relevant Catalogs I. ETF's Influence Mechanism on the Equity Market - The influence of ETFs on the equity market is divided into four scenarios according to the low/high of ETF持仓占比 and ETF成交占比: weak influence, stable ballast, high - active trader, and strong influence [2]. II. Industry Perspective - ETFs are actively traded and have a high持仓占比 in traditional industries like banking, coal, and non - bank finance. In August, the banking sector had a 20.55%成交占比 and 10.48%持仓占比; the coal sector had a 16.81%成交占比 and 11.11%持仓占比; the non - bank finance sector had an 11.60%成交占比 and 11.76%持仓占比 [2]. - From July to August, the trading activity and持仓占比 of ETFs in cyclical industries such as coal, banking, and petroleum and petrochemicals increased significantly, while those in technology - growth sectors like electronics and computers decreased, possibly due to market style switching [3]. III. Individual Stock Perspective - Among the top 30 stocks in terms of ETF持仓, ETFs have a high degree of pricing power as the ETF持仓占 their free - float market value exceeds 10%, and stock price fluctuations are highly correlated with ETF redemptions and position adjustments [11]. - The stocks with high ETF持仓 are concentrated in industries, mainly in the semiconductor industry chain, followed by the pharmaceutical and biological industry, and also include some new energy, artificial intelligence, and software stocks [12]. - The market capitalization of stocks heavily held by ETFs varies widely, covering large - cap giants and medium - sized growth companies. These stocks are mostly leading companies in niche industries and are favored by ETFs, especially those from the Science and Technology Innovation Board [13].

Group 1 - The core viewpoint of the news revolves around the significant increase in the target price for Cambrian Technology by Goldman Sachs, which has risen from 1223 yuan to 1835 yuan, indicating a potential upside of 50% from the previous target [1] - The market's interest in Goldman Sachs' predictions is heightened due to the previous accuracy of their forecast, as Cambrian's stock price nearly doubled after the initial target was set, moving from a range of 500 to 800 yuan to around 1243 yuan [1][2] - Cambrian's stock price is approaching that of Moutai, leading to mixed sentiments among investors, especially as some institutions have begun to reduce their positions, creating uncertainty about the stock's future performance [1][2] Group 2 - The surge in Cambrian's stock price has contributed to a broader market rally, pushing indices closer to 4000 points, and providing short-term opportunities for investors to re-enter the market [2] - There is a prevailing concern about the sustainability of the rally, particularly after Cambrian's stock reached 1200 yuan, raising questions about the remaining upside potential [2][3] - Historical precedents suggest that stocks surpassing Moutai's price often face volatility and may eventually decline, creating a conflict between the desire for continued growth and the caution derived from past experiences [3] Group 3 - Cambrian is viewed as a representation of technological innovation and domestic substitution, which is seen as a significant shift in the market, differentiating it from past instances of stock price surges [3] - The current market sentiment emphasizes the importance of confidence in domestic technological advancements, suggesting that the situation is fundamentally different from previous market behaviors [3]

Core Viewpoint - The A-share market is experiencing a strong upward trend, with total market capitalization surpassing 100 trillion yuan, indicating a historical high and potential for a more resilient and sustainable "slow bull" phase driven by multiple favorable factors [1][5]. Group 1: Market Performance - On August 18, the three major A-share indices continued their strong performance, with the Shanghai Composite Index closing at 3728.03 points, up 0.85%, the Shenzhen Component Index at 11835.57 points, up 1.73%, and the ChiNext Index at 2606.20 points, up 2.84% [2]. - The total market turnover has exceeded 2 trillion yuan for four consecutive trading days, with sectors such as communication equipment, software, and cultural media leading the gains [2]. Group 2: Capital Inflow - The increase in market activity is attributed to heightened market enthusiasm and a positive capital flow effect, which is driving indices steadily upward [3]. - Continuous profit-making effects are attracting external capital into the market, further boosting market sentiment and risk appetite. Institutional funds, particularly from insurance and private equity, are identified as key incremental capital sources [4]. - Recent financial data shows that M1 and M2 growth rates have exceeded expectations, indicating that resident deposits are being activated and flowing into the equity market [4]. Group 3: Future Market Outlook - Multiple public fund institutions believe that various factors are likely to drive the A-share market's continued positive trend, supported by policy backing, liquidity easing expectations, and ongoing industrial upgrades [5]. - The short-term stock market is expected to maintain upward momentum, with no significant signs of capital diversion observed [5]. - The combination of domestic policy easing and expectations of overseas interest rate cuts is expected to enhance market risk appetite, with a clear upward trend in the medium term [5]. Group 4: Sector Focus - There is a consensus among public fund institutions to focus on sectors such as technology, large finance, military, and "anti-involution" as key investment directions [6]. - The brokerage and technology sectors are viewed positively, with expectations of improved performance due to increased trading volume and rapid developments in AI, innovative pharmaceuticals, and robotics [7]. - A balanced investment approach is recommended to navigate market volatility and sector rotation, with particular attention to AI applications and advanced semiconductor processes, which align with national policy directions and offer reasonable valuation levels [7].