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创新笔谈丨为创新清障 为发展赋能
习近平总书记指出,"十五五"时期,必须把因地制宜发展新质生产力摆在更加突出的战略位置。四川省 成都市聚焦加快建设全国重要的科技创新中心、国家战略科技力量重要承载地,强化城市创新策源能 力,加速科技成果转化,推动科技产业深度融合,加快发展新质生产力。成都市纪委监委深刻把握发展 新质生产力的政治考量,强化政治监督,做实日常监督,为因地制宜发展新质生产力提供坚强保障。 协同监督促落实。新质生产力培育涉及多部门、贯穿全链条,必须增强全局观念、发挥系统优势,融合 各类监督力量,在协调联动上做文章、在提质增效上出实招。全市各级纪检监察机关强化协同意识,通 过"室组地"联动、"纪巡审"协作等模式,发挥属地纪委和派驻机构"近距离"优势,贯通巡察监督、审计 监督力量,组建联合督查组,前移关口、联动协调,加强对跨区域、跨部门的重点新兴产业和重大科技 项目的协同监督,推动解决生产要素流动、创新成果转化、科技金融等方面问题。针对四川省重大科技 基础设施磁浮飞行风洞项目建设阻滞问题,与驻市发改委纪检监察组、驻市经信局纪检监察组、四川天 府新区纪检监察工委等联合发力,督促主责部门协同化解难题,促进用地保障和电力建设等配套措施合 规落地。 ...
贵州科学城全力打造 全国创新链接关键节点
Xin Lang Cai Jing· 2026-01-25 21:22
在链接全国方面,贵州科学城将面向全国乃至全球,重点聚焦新能源、新材料、专用集成电路、生物医 药、人工智能等优势领域,主动与深圳光明科学城、东莞松山湖科学城、合肥滨湖科学城等国内重要科 学城建立战略合作关系,联合开展关键技术攻关。抢抓"科技入黔"、黔粤合作等机遇,深度融入粤港澳 大湾区、成渝地区双城经济圈、长江经济带等国家战略区域,支持建设异地研发中心、异地孵化器等合 作平台,常态化举办产学研互动交流会、行业技术研讨会等活动。同时,依托贵州海外侨胞、海外商会 资源,链接全球创新高地,吸引国外知名企业设立区域性研发中心和科技成果转化基地,全方位提升对 外开放创新水平。 转自:贵州日报 本报讯 近日发布的《贵州科学城创新驱动高质量发展规划(2026-2030年)》明确,未来五年贵州科 学城将围绕创新体系构建、重大科技基础设施布局、关键核心技术攻关、成果转化体系完善、创新生态 优化等核心任务,全面强化融通协作功能,全力打造全国创新链接关键节点,为贵阳贵安建设具有全国 影响力的产业科技创新高地注入强劲动能。 在"四城"联动方面,贵州科学城将聚焦"谁来联""联什么""怎么联""联得怎么样"关键命题,紧扣产业、 人才、教育 ...
抢占投资风口 险资密集落子私募基金
Bei Jing Shang Bao· 2026-01-25 17:18
Core Viewpoint - Insurance capital is increasingly flowing into the primary market, driven by the dual forces of regulatory policies promoting long-term investments and a low-interest-rate environment, with a focus on strategic emerging industries such as artificial intelligence and renewable energy [1][4]. Group 1: Investment Activities - On January 23, China Life announced an investment of 4 billion yuan to establish the Huizhi Yangtze River Delta (Shanghai) Private Fund Partnership, focusing on artificial intelligence and related applications [3]. - China Life also plans to establish the Beijing Guoshou Pension Industry Equity Investment Fund Phase II, concentrating on the pension industry [3]. - Since 2025, there has been a surge in insurance capital entering the private investment market, with significant funds being allocated to sectors like renewable energy and healthcare [4]. Group 2: Investment Trends - The investment strategy of insurance capital continues to emphasize hard technology sectors, including new energy, automotive, and biomedicine [5]. - Insurance capital is focusing on sectors that align with national long-term strategic directions, characterized by high growth potential and technological barriers, which can provide stable long-term returns [6]. - Future trends for insurance private equity funds are expected to include broader investment areas, deeper collaboration models, and a greater emphasis on industry-specific research capabilities [6].
官宣!百亿险资,股权投资!
券商中国· 2026-01-25 12:12
Core Viewpoint - The article highlights China Life's significant investment plans in the equity market, focusing on a total commitment of nearly 12.5 billion yuan in two funds targeting the aging industry and technology innovation in the Yangtze River Delta region [1][4]. Group 1: Investment in Aging Industry Fund - China Life plans to invest approximately 8.5 billion yuan in a second phase of the Beijing Guoshou Aging Industry Equity Investment Fund, with a total commitment of 8.4915 billion yuan from China Life and 0.0085 billion yuan from Guoshou Qiyuan [2]. - The fund will focus on investments in the aging industry, utilizing a combination of light and heavy asset strategies, emphasizing "strategic allocation, value investment, and long-term investment" [2]. - The investment aims to enhance asset management and operational income through acquisitions of existing aging real estate projects and the expansion of new projects, contributing to the construction of the Guoshou health ecosystem [2]. Group 2: Investment in Yangtze River Delta Technology Innovation Fund - China Life is set to invest 4 billion yuan in the Huizhi Yangtze River Delta (Shanghai) Private Fund Partnership, with a total commitment of 5.0515 billion yuan from all partners [3]. - The fund will primarily target technology innovation companies in three leading sectors: artificial intelligence, integrated circuits, and biomedicine, with at least 70% of the investment allocated to artificial intelligence [3]. - Key focus areas within artificial intelligence include smart chips, intelligent software, and AI infrastructure, aligned with the "5+6" strategic framework for technological innovation [3]. Group 3: Broader Context of Insurance Capital Investment - The investments are part of a broader trend where insurance companies are increasing their equity investment activities, with 22 equity investment plans registered in 2025, totaling 33.532 billion yuan, and 7 private equity funds with a total of 35.006 billion yuan [5][8]. - China Life's transactions align with national strategic directions, aiming to enhance investment returns and capture opportunities from technological innovation, thereby improving the quality and returns of equity investment layouts [4].
2026年宏观经济展望——全球经济再平衡|宏观经济
清华金融评论· 2026-01-25 09:20
Economic Outlook - The core viewpoint of the article emphasizes a recovery in prices and a stable GDP growth rate of around 5% for 2026, aligning with expectations. Inflation indicators are expected to gradually improve, leading to better corporate profits and household incomes. Overall, a trend of oscillating recovery is anticipated, with a key turning point expected in the second to third quarter when the comprehensive price level is projected to turn positive from negative [1][8]. GDP and Economic Growth - In 2025, China's GDP is expected to achieve a growth rate of 5%, with a similar outlook for 2026. Notably, the relationship between nominal GDP and real GDP is changing, with both showing a gradual recovery. A significant turning point is anticipated in the second to third quarter, where nominal GDP is expected to surpass real GDP, indicating a positive growth in overall inflation indicators [3]. Consumer Market - The "trade-in" policy for consumer goods has played a crucial role in supporting consumption. In 2025, the total retail sales of social consumer goods are projected to grow by approximately 3.7%, with categories related to the "trade-in" policy, such as communication equipment and home appliances, showing rapid growth. The policy's effects are expected to continue into 2026, with an expansion of coverage to include smart products and AI glasses [4]. Manufacturing Sector - The "14th Five-Year Plan" emphasizes maintaining a stable proportion of manufacturing in the economy. China's manufacturing sector is leading among major industrial countries, with improvements in quality and efficiency reflected in rising labor productivity. Emerging industries, including AI, big data, and biomedicine, are expected to drive future growth [4]. Real Estate Market - During the "14th Five-Year Plan" period, the focus in the real estate sector will be on inventory reduction. Although the inventory of unsold commercial housing has decreased, there remains a need for further de-stocking. Various policy tools have been prepared to support this, including central bank loans for affordable housing and special bonds for inventory reduction [5]. Infrastructure Investment - Debt reduction is crucial for infrastructure investment. The article categorizes provinces into "debt reduction" and "economic powerhouse" regions, noting that investment growth has been higher in economic powerhouse provinces. As debt reduction efforts progress, investment space in relevant provinces is expected to be released. New policy financial tools introduced recently are anticipated to positively impact infrastructure investment [6]. Export Performance - China's export growth has been unexpectedly strong, with a projected 5% increase in 2025 and a trade surplus of approximately $1 trillion. The resilience in exports is attributed to diversification and structural upgrades in the industry. The share of exports to the U.S. has decreased from nearly 20% to 11%, while exports to ASEAN countries have risen to 17% [7]. Monetary and Fiscal Policy - The fiscal policy for 2025 is described as very proactive, with a deficit rate of about 4% and an increase in special bond quotas. For 2026, fiscal policy is expected to remain expansive, focusing on structural optimization and potentially easing local financing restrictions [12]. Capital Market Trends - The domestic A-share market has shown an upward trend, particularly in the technology sector. The global capital markets have also experienced varying degrees of growth, with emerging markets performing notably well. The article suggests that these trends are likely to continue into 2026, driven by a weak dollar environment [14]. Currency and Gold Market - Since November 2025, the RMB has strengthened significantly, supported by a large trade surplus and increased demand for the currency. The article anticipates a continued moderate appreciation of the RMB in 2026. Additionally, gold prices have been rising, reflecting both its monetary and credit attributes, suggesting that gold will maintain its investment value in 2026 [15][16].
2025年武汉民营企业总数突破124万家
Chang Jiang Ri Bao· 2026-01-25 01:38
Group 1 - The core objective of Wuhan's business community is to support the city's development by focusing on the "Five Centers" initiative, with significant achievements expected by the end of 2025, including a historic increase in the number of private enterprises to over 1.24 million and surpassing state-owned enterprises in the "Top 100 Enterprises in Wuhan" list for the first time [1] - In the past year, the Wuhan Federation of Industry and Commerce facilitated 63 signed projects totaling 18.15 billion yuan, promoting regional investment through targeted marketing activities in key areas such as Beijing-Tianjin-Hebei and the Yangtze River Delta [1] - The establishment of the Chengdu-Wuhan Chamber of Commerce and the first "Chushang Home" in Beijing reflects the growing "returning" effect of entrepreneurs, enhancing Wuhan's industrial influence in key regions [1] Group 2 - The implementation of the "Golden Bridge Plan" and "Golden Talent Plan" included 23 events aimed at connecting enterprises and services, benefiting over 400 companies, with a focus on cutting-edge industries like artificial intelligence and biomedicine [1] - The "One Meeting, One Day" initiative led to seven specialized discussion sessions covering 12 key industries, resolving 323 issues with a satisfaction rate exceeding 98% [2] - Looking ahead to 2026, the Wuhan Federation of Industry and Commerce plans to strengthen political guidance and continue to mobilize private enterprises to contribute to the construction of a modernized Wuhan [2]
深度融入国家重大战略
Xin Lang Cai Jing· 2026-01-24 22:40
Group 1 - The core strategy is to expand high-level opening-up to enhance Kunming's role as a hub for South Asia and Southeast Asia, aligning with national strategic initiatives [1] - The construction of the international land-sea corridor facing the Indian Ocean is prioritized, focusing on building a resilient international transportation system and enhancing connectivity with neighboring countries [2] - Development of a comprehensive open platform system is proposed, integrating free trade zones, bonded areas, cross-border cooperation zones, and international ports, with a focus on digital economy, cross-border finance, and biomedicine [1][2] Group 2 - The plan includes upgrading the Kunming International Land Port and promoting efficient coordination among land, air, and water ports to facilitate cross-border digital flow and trade [2] - The establishment of a logistics system that connects domestic and international networks is emphasized, with a focus on optimizing multi-modal transport facilities and enhancing strategic cooperation with key domestic regions [3] - Initiatives for international city cooperation and cultural exchange projects are outlined, aiming to build regional collaboration platforms and share experiences in poverty alleviation and urban planning [3]
韧性、勇气、眼界 三个关键词回望上海“十四五” | 大江东:开局看上海①
Guo Ji Jin Rong Bao· 2026-01-24 14:51
Economic Performance - In 2025, Shanghai's GDP is projected to reach 56,708.71 billion yuan, with a year-on-year growth of 5.4%, surpassing the national average by 0.4 percentage points [1] - Shanghai's economic scale has risen to the fifth largest globally, surpassing London, with significant growth from 3.87 trillion yuan in 2020 to over 5 trillion yuan [3] - The city's economic recovery is evident, with a steady increase in growth rates, projected to align with the national average of 5% in 2024 [11] Industrial Development - Shanghai has identified artificial intelligence, integrated circuits, and biomedicine as its three leading industries, with substantial advancements in these sectors over the past five years [3] - The integrated circuit industry in Shanghai is expected to generate over 480 billion yuan in revenue by 2025, more than doubling its scale compared to five years ago [19] - The city has established a comprehensive industrial chain in chip design, manufacturing, packaging, and materials, with 35 companies listed on the Sci-Tech Innovation Board, the highest in the country [20] Innovation and Research - Shanghai's R&D expenditure reached approximately 160 billion yuan in 2020, accounting for about 4.1% of its GDP, with a significant increase in basic research funding by 85% during the "14th Five-Year Plan" [22][23] - The number of papers published by Shanghai scientists in top international journals has increased from 124 in 2020 to 181 in 2025, reflecting the city's growing emphasis on scientific research [23] - The city aims to focus on six key areas for future development, including quantum technology and biomanufacturing, to enhance its innovation capabilities [24]
大江东|开局看上海① 韧性、勇气、眼界,三个关键词回望上海“十四五”
Sou Hu Cai Jing· 2026-01-24 10:47
上海统计局最新发布:2025年,上海实现地区生产总值56708.71亿元,同比增长5.4%,高于全国平均水平0.4个百分点。 这是来之不易的成绩,也为上海"十四五"规划圆满收官划上句号。 上海,是观察中国经济发展的一扇重要窗口。 此刻,"十五五"正式开局。人民日报社上海分社大江东工作室推出"开局看上海"系列报道,以"从上海看上海""从全国看上海""从全球看上海""从未来看上 海"四个维度,立体解析上海这座国际化大都市发展再跃升的优势和潜力。 以下是该系列报道第一篇:从上海看上海。 上海黄浦江两岸风貌。王初摄 上海是一个不断见证奇迹的地方。 站在"十五五"开局,回望刚刚过去的五年,这种体会愈发深刻。 看经济总量——2020年,上海经济总量3.87万亿元,而后相继迈上4万亿、5万亿两个大台阶。经济规模升至全球城市第五名,超越伦敦,仅次于纽约、东 京、洛杉矶、巴黎。 看发展能级——五年前,上海明确人工智能、集成电路、生物医药为"三大先导产业"。五年间,"模速空间"横空出世,GPU芯片"四小龙"硬核集聚,上海获 批上市国产1类创新药逾30个,居于全国前列。 看民生温度——上海中心城区成片二级旧里以下房屋改造历史性全面 ...
奋斗者的故事,蕴含非凡的精神力量
Zhong Guo Xin Wen Wang· 2026-01-24 06:42
2025中国正能量网络精品征集展播活动,既是对过去一年奋斗历程的深情回望与礼赞,也是面向未来吹 响的鼓舞人心、接续奋斗的号角。它让我们坚信,每一个奋斗者的足迹都将被时代铭记,每一份微光汇 聚,必将照亮一个更加灿烂辉煌的奋进中国。 (中国互联网发展基金会中国正能量网络传播专项基金支持项目) 一帧帧发展的印记,昭示一个大写的中国。中国之奋进,还体现为经济社会各领域取得的发展成就。 2025年,中国经济在高质量发展轨道上稳步前行,新质生产力加速形成,成为经济增长核心动能。重大 科研项目接连突破,从深空探测到深海探索,从人工智能到生物医药,科技创新的"关键变量"正日益转 化为发展的"最大增量"。这些凝结着智慧、汗水的发展印记,通过中国正能量网络精品征集展播活动, 勾勒出一个发展实、创新强、活力足的中国,全方位展示中国式现代化道路的蓬勃生机与雄厚底气。 一幕幕温暖的瞬间,呈现一个有温度的中国。奋进的征程,不仅需要硬核实力,也离不开社会温情。正 能量网络精品所捕捉的,正是流淌于社会肌理中的温暖与善意。那是聚焦于社区邻里间的互助,是陌生 人之间的爱心接力,更是全社会对弱势群体的关怀托举。这些充满烟火气与人情味的画面,生动诠 ...