Core Viewpoint - The article highlights the transformation of "Guangdong goods" from traditional products to innovative high-tech items, showcasing Guangdong's evolution into a global manufacturing powerhouse driven by innovation and government support [1][2][3]. Group 1: Evolution of Guangdong Goods - "Guangdong goods" have evolved from traditional products like fans and refrigerators to modern innovations such as smart home appliances, electric vehicles, industrial robots, and drones [1][2]. - The historical context shows that Guangdong leveraged its geographical advantages and innovative manufacturing models to establish a strong manufacturing base, leading to the rise of "Guangdong goods" [1]. Group 2: Current Manufacturing Landscape - Guangdong now produces 70% of the world's consumer drones, 40% of smartphones, 40% of industrial robots, 80% of service robots, and 18% of integrated circuits, positioning itself as a key player in the global manufacturing sector [2]. - The transition from "following" to "leading" in the global supply chain reflects the successful upgrade of "Guangdong goods" to higher value-added products [2]. Group 3: Innovation as a Driving Force - Continuous innovation is essential for the success of "Guangdong goods," with significant advancements in technology and digital transformation across traditional and emerging industries [3]. - Major initiatives like "Guangdong Strong Chip" and "Brilliant Action" are enhancing technological capabilities, facilitating the shift from "Made in Guangdong" to "Intelligent Manufacturing in Guangdong" [3]. - The establishment of the Shenzhen-Hong Kong-Guangzhou innovation cluster is increasing the region's influence as a global technology innovation center, further driving the success of "Guangdong goods" [3].

Group 1 - The core viewpoint emphasizes the acceleration of high-level technological self-reliance and the cultivation of new driving forces for development as part of the "14th Five-Year Plan" [1] - The Central Economic Work Conference has identified "innovation-driven development" as one of the eight key tasks for economic work in 2026, highlighting the importance of strategic planning and resource allocation in technology [1] - The Ministry of Science and Technology aims to enhance the overall effectiveness of the national innovation system by coordinating various innovation entities and strengthening collaboration between central and local governments [1] Group 2 - China has 24 clusters ranked among the top 100 global innovation clusters, leading the world, with a focus on building international technology innovation centers in Beijing, Shanghai, and the Guangdong-Hong Kong-Macao Greater Bay Area [2] - The Ministry of Science and Technology plans to leverage the leading roles of Beijing and Shanghai to foster collaboration and resource sharing among the Beijing-Tianjin-Hebei and Yangtze River Delta regions [2] - Education, technology, and talent are identified as foundational supports for China's modernization, with a focus on promoting the interaction between technological innovation and talent development [2]

本报记者 王坤 从产业转型升级到乡村全面振兴，从生态环境保护到民生持续改善，辽宁高质量发展的列车正朝着"十 五五"夯实基础、全面发力的关键时期驶来。 过去一年，全省纪检监察机关紧紧围绕"两个维护"重大政治责任，聚焦"国之大者"，做深做实做细政治 监督，以严明纪律确保政令畅通，以严惩腐败为经济社会发展清障护航，有力保障党中央重大决策部署 在辽宁不折不扣落地见效。 新的赶考征程中，全省纪检监察机关忠诚担当纪检监察职责使命，以高质量政治监督护航高质量发展， 推动习近平总书记重要指示精神和党中央决策部署在辽宁落地生根。 心怀"国之大者" 保障政令畅通 我省纪检监察机关始终心怀"国之大者"，以清单化、项目化、闭环式监督，推动政治责任层层传导、一 贯到底。 聚焦贯彻落实习近平总书记在辽宁考察时的重要讲话和重要指示精神，省纪委监委逐级建立监督台账， 细化形成247项具体监督清单，通过健全动态跟踪、督查问责、"回头看"等制度，构建"对账—督账—销 账"全流程机制，推动各地区各部门拿出真招实招，确保每项任务件件有回音、事事见成效。 "要统筹传统产业转型升级和战略性新兴产业培育壮大，加快建设现代化产业体系。"这是习近平总书记 在 ...

Core Viewpoint - The article discusses the strong performance of equipment investment in 2024, attributing it to structural factors such as the growth of broad infrastructure and service sector investments rather than solely relying on the "Juglar cycle" and "two new" policies [2][3]. Group 1: Equipment Investment Insights - The strong growth in equipment investment is driven by the establishment of a modern industrial system, with significant contributions from the energy transition in central and western regions, which boosts public utility equipment investment [2][3]. - The increase in fiscal spending on research and the improvement in travel chain demand have led to a higher growth rate in service-related equipment investments [2][3]. Group 2: Sustainability of Equipment Investment - Equipment investment is expected to continue its high growth into 2026, supported by policies focused on modern industrial system construction, "dual carbon" initiatives, and investments in human capital [3]. - Digital infrastructure, hub-related investments, and carbon reduction equipment are anticipated to rebound, while resilient external demand is expected to sustain equipment investment related to exports [3].

数据也许枯燥，AIR产业的丰富应用场景可能更让人震撼。 过去的机器人，或许是单打独斗的"钢铁侠"，而今在广东的工厂里，它们像一支训练有素的战队，分 拣、搬运、精密装配，样样精通，成为新一代广货爆款；AI的江湖，不只在工厂，它的另一层境界， 在于"突破行业壁垒"，比如AI+交通，正驶入快车道，在十五运会上，无人驾驶汽车实现赛事园区全场 景智能接驳，在广州南沙，自动驾驶已经从试点跑进了日常…… 广东AIR产业的领先优势，植根于扎实的产业基础与完备的生态体系。 一方面，广东拥有全国最完善的电子信息制造业与供应链体系，为机器人提供了坚实的硬件载体；另一 方面，华为、腾讯等科技巨头在算力、大模型等"软"实力上持续突破，为AI提供了充沛的"燃料"。这 种"以硬载软、场景牵引"的路径，使得AI技术能迅速转化为现实生产力。 同时，广东拥有1.5亿实时人口构成的"超级市场"，为AIR技术提供了海量、多元的真实应用场景，从智 能制造到低空经济，从智慧交通到智慧医疗，应用场景与技术迭代形成良性闭环。 工业机器人产量占全国比重超四成，连续5年全国第一；服务机器人产量占全国比重超八成；2025年1— 10月，人工智能核心产业规模超23 ...

2026年1月16日，北京丰台区进入"两会"时间，多个职能部门负责人在新闻发布会上集中披露了区域发 展"成绩单"与未来规划。 《中国经营报》记者从发布会上获悉，"十四五"期间丰台区地区生产总值年均增速达5.2%，经济总量跻 身全市第五；面向"十五五"，丰台区将构建"4+5+X"现代化产业体系，并计划到2030年该产业体系总体 规模突破万亿元。 两大产业集群产值破4000亿 在发布会上，丰台区发展改革委党组书记、主任卢英博介绍，"十四五"期间，丰台区地区生产总值年均 增长5.2%，经济总量排名上升至全市第五位。 经济增长的背后是产业结构的持续优化——以轨道交通、航天航空两大主导产业为核心的产业集群产值 已突破4000亿元。金融业、科技服务业、信息服务业对经济增长的贡献率合计达到约80%。 值得注意的是，丰台区创新主体集聚势头明显。区科信局党组书记、局长魏欣亚透露，过去5年，丰台 区高新技术企业数量增长1倍，达到3605家；"专精特新"中小企业增长6.4倍，达856家；其中国家级专 精特新"小巨人"企业数量增长7.9倍，达到80家。 与此同时，南苑森林湿地公园"万亩绿肺"核心形态基本成型，燕景台、森林书屋等已成为 ...

Core Viewpoint - The city plans to commence 160 major investment projects in the first quarter, with a total investment of approximately 518.8 billion yuan, which is expected to positively influence economic recovery and market confidence [1] Group 1: Investment Projects Overview - A total of 160 key projects will be initiated, focusing on significant investment and demonstration effects, as well as strong regional driving forces [1] - The total investment for these projects is around 518.8 billion yuan [1] Group 2: Focus Areas of the Projects - The projects are concentrated in four main areas: - Modern industrial system construction, including 36 projects such as the Haibo Sichuang energy storage system super factory and AI innovation district [1] - Modern infrastructure system construction, with 55 projects like the Fengtai 500 kV transformer substation and the overall enhancement of the road network in Zhongguancun Science City [1] - Livelihood improvement initiatives, featuring 45 projects such as Beijing Sixth Experimental School and Xuanwu Hospital Fangshan District [1] - Urban renewal actions, including 24 projects like the protective renovation of Yinzha Hutong in Dongcheng District and the shantytown renovation in Yuegezhuang Village, Fengtai District [1] Group 3: Future Investment Plans - By 2026, the city will continue to implement the "3 100" key engineering projects, with a total investment exceeding 1.4 trillion yuan for 300 key projects [1] - An investment of approximately 312.8 billion yuan is planned for completion in 2026, which will support over 30% of the city's total investment [1]

关注、加星，第一时间接收推送！ 文 |申万宏源·宏观团队 联系人| 耿佩璇 重点推介 热点思考：设备投资，能否"持续高增"？ 一问：设备投资高增的"认知误区"？ 2024年以来，设备投资表现较强并非源于"朱格拉周期"与"两新"政策，结构上是广义基建、服务业投资 走强；节奏上也早于"两新"政策集中加码时间。 二问：设备投资高增的"动力之源"？ 建立现代化产业体系推升狭义基建设备投资，中西部地区加快能源转型拉动公用事业设备投资；同时财 政加大科研支出叠加出行链需求改善下，"投资于人"相关的服务业设备投资增速较高。 三问：设备投资高增的"可持续性"？ 2026年设备投资或持续高增，结构上在现代化产业体系建设、"双碳"与"投资于人"政策加码下，数字基 建与枢纽类、减碳改造设备类与消费类基建投资有望回升；出口保持韧性下，外需相关的设备投资有望 保持韧性。 ☎ 欢迎交流：申万宏观 屠强、赵伟 周度研究成果汇总 （1.10-1.16） 首经观点 1、首经观点 | 赵伟：机遇叠加、未来可期 热点思考 1、热点思考 | 居者有其屋，昂贵的"美国梦" 2、热点思考 | 再议宏微观"温差" 3、热点思考 | 新年第一会，谁在抢跑？ ...

2025年，深圳市福田区经济总量预计突破6000亿元、增速全市领先！近日，福田区八届五次党代会暨区 委经济工作会议召开，会上透露了去年福田经济发展的关键数据。 经济总量预计突破6000亿元的背后，动力何来？福田区持续推进"CBD+科创区"战略转型，"硬科技+硬 金融"跑出加速度，为福田高质量发展提供了强有力的支撑。 高质量发展的成果，来自前瞻布局与持续深耕。"十四五"期间，福田区深入实施全国首个区县级《现代 化产业体系中长期发展规划》，瞄准"CBD+科创区"发展战略，推动产业结构实现战略性调整。五年 来，福田新增新能源、智能终端、软件信息服务业3个千亿级"新质"产业集群，生物医药、半导体2个百 亿级"新质"产业集群产值实现倍增，专精特新"小巨人"企业较"十三五"翻五番。战略性新兴产业增加值 突破千亿大关，工业对GDP增量的贡献率从2.9%增至13.2%。 产业能级跨越新台阶，规上工业产值跨越3000亿元台阶，人工智能产业集群产值倍增。创新主体实现新 突破，新注册科技服务业与软件信息服务业企业超1.3万家、创近10年新高，新落地机器人企业数量翻 番，新增独角兽企业3家。创新生态迸发新活力，概念验证中心和中小试基 ...

Group 1 - The core event is the signing and launching of 72 projects in Qionghai City, with a total investment exceeding 30 billion yuan, marking the beginning of the "14th Five-Year Plan" [1] - The projects cover key sectors such as tropical efficient agriculture, cultural tourism, high-end medical care, smart networking, livelihood security, and infrastructure, indicating a broad and high-value impact on the local economy [1] - Among the projects, 35 are newly signed, 23 are under construction, and 14 have been launched, which will enhance industrial development and support economic growth [1] Group 2 - Qionghai City government emphasizes proactive service and precise alignment with enterprise needs to support project construction, aiming to elevate industrial capacity and optimize infrastructure [2] - The government aims to accelerate the development of Qionghai as a central city in eastern Hainan and to create a distinctive core functional area for Hainan Free Trade Port [2]