（文章来源：每日经济新闻） 科创综指ETF国泰（589630）跟踪的是科创综指（000680），涨跌幅限制为20%，该指数涵盖科创板中 符合条件的所有上市公司，旨在反映科创板整体表现。科创综指市值覆盖度接近97%，包含大、中、小 盘证券。指数成分股具有研发投入高、成长属性强的特点，行业分布以信息技术、工业和医药卫生为 主，结构较为均衡，能够全面反映科创板市场证券的整体表现。 中泰证券指出，科技板块呈现高切低特征，电力设备维持上涨，风电、光伏表现强势。科创板ETF与创 业板ETF净赎回企稳见底，显示资金对科技估值上升空间的信心，愿意持股待涨。科技龙头股受纳斯达 克回调拖累偏弱，但随美股反弹估值韧性或逐步显现。8月PPI同比降幅收窄，工业品价格下行压力缓 和。政策层面释放"稳预期"信号，强化对股市支持，科技板块在政策与估值支持下仍具结构性机会。中 长期看，科技创新主线如消费电子、机器人等在政策与产业升级背景下具备成长空间。 ...

活动现场。 绵阳市委宣 传部供图 2025世界机器人大赛竞赛体系日臻完善，竞赛内容日趋丰富，竞赛规模不断提升，全年将举办300余场 城市选拔赛、100余场省级选拔赛、近50场国际锦标赛、多场国内锦标赛和一场总决赛，参赛人群覆盖 全年龄段。 中新网四川新闻9月30日电 (杨勇)9月29日，"2025世界机器人大赛绵阳锦标赛"作为"第十三届中国(绵阳) 科技城国际科技博览会"的重要同期活动，在四川省绵阳市开幕。这是本次大赛首次落地绵阳，大赛将 以机器人竞技为纽带，为这座创新名城注入新的青春活力，为绵阳建设国家科技创新先行示范区储备更 多人才后备力量。 本次世界机器人大赛将通过为期两天的科技竞技盛宴，为青年科技爱好者们播种创新火种，为这座中国 科技城注入青春动能，为绵阳建设国家科技创新先行示范区锻造人才引擎，加速科技创新与城市发展的 双向赋能。(完) ...

Group 1 - The core viewpoint of the lecture is that China's economy is entering a critical transformation period, with a focus on key breakthroughs and development plans during the "14th Five-Year Plan" [1] - The lecture emphasizes the integration of macro strategies and microeconomic levels, providing specific paths for China's economic development over the next five years [1][5] - The importance of addressing global changes, industrial restructuring, and technological innovation challenges is highlighted [1][5] Group 2 - The restructuring of the global economic landscape and China's strategic response is analyzed, particularly in the context of the US-China rivalry and energy transitions [3][5] - The shift from being merely a "world factory" to becoming a rule-maker in the global economy is emphasized [3] - The competition over AI chips, digital economy, and technology standards is identified as a new battleground, requiring Chinese companies to strategically position themselves [3][5] Group 3 - The strategic layout in technology independence, industrial upgrading, green transformation, and digital currency is detailed [5][6] - Emphasis is placed on technological innovation in AI chips, hydrogen energy, and high-end equipment manufacturing to overcome technological bottlenecks [5][6] - The focus on digital transformation through digital currency and enhancing financial service efficiency is outlined [5][6] Group 4 - High-quality development is identified as the main theme for China's future economy, shifting from speed to quality [6] - The need for innovation and transformation in manufacturing, technology, and energy industries is stressed [6] - Companies are guided on aligning their strategies with national strategies for efficient resource allocation [6][8] Group 5 - Systemic risks such as energy crises, supply chain risks, and financial volatility are analyzed, with specific strategies proposed for mitigation [7][8] - The impact of energy cost fluctuations on production and the strategic opportunities in renewable energy sectors are discussed [7] - Companies are advised on diversifying supply chains and managing financial risks through various strategies [8][22] Group 6 - The importance of central-local collaboration and policy support in driving China's economic development is emphasized [8][10] - State-owned enterprises are encouraged to take a leading role in high-end manufacturing and digital industries [8] - The collaboration between local governments and industry funds is analyzed for reducing R&D costs and enhancing innovation capabilities [8][10] Group 7 - Key measures and action plans for companies during the "14th Five-Year Plan" period are outlined, focusing on strategic investments in AI, computing power, and green energy [10][12] - The need for precise identification of policy support areas and capital flows for investment is highlighted [15][16] - Companies are encouraged to engage in cross-border mergers and acquisitions to enhance their global market presence [16] Group 8 - The integration of green transformation and corporate social responsibility (ESG) is discussed, particularly in the context of China's dual carbon goals [33][34] - Companies are advised to establish comprehensive carbon emission management systems and engage in green technology innovation [34][19] - The importance of collaboration with supply chains and local governments for promoting green technology is emphasized [19][34] Group 9 - The need for enhanced risk management capabilities in response to complex international situations is highlighted [22][24] - Companies are encouraged to diversify their supply chains and establish long-term contracts for critical raw materials [22][23] - Financial risk management strategies, including the use of financial instruments for hedging, are recommended [23][24] Group 10 - The importance of innovation and execution capabilities for companies to gain a competitive edge in the market is stressed [24][25] - Companies are advised to strengthen strategic decoding and organizational management to ensure effective execution of strategic goals [25] - The integration of capital, technology, and industry resources is emphasized to enhance innovation capabilities [25]

Core Viewpoint - The article emphasizes the achievements of China Coal Science and Technology Group during the "14th Five-Year Plan" period, focusing on innovation-driven development and enhancing the coal industry's high-quality growth through technological advancements and strategic initiatives [3][4]. Group 1: Technological Innovation and Development - China Coal Science and Technology Group has established a comprehensive innovation system, including a three-tiered R&D structure with a central research institute, secondary enterprise R&D centers, and innovation units, along with overseas R&D centers in Japan, Germany, and Australia [4]. - The company has restructured four national key laboratories and has over 20 national-level research platforms, enhancing its research capabilities [5]. - R&D investment has exceeded 10 billion yuan in the past five years, with a continuous increase in authorized patents by over 40% annually, totaling more than 10,000 effective patents [6]. Group 2: Safety and Environmental Responsibility - The company has significantly contributed to national energy security by developing a nationwide intelligent coal mine technology standard system and supporting over 70% of intelligent coal mine constructions in China [8]. - The coal mining industry's fatality rate has decreased by 65%, from 0.157 to 0.054 per million tons, due to enhanced safety measures and technologies [8]. - China Coal Science and Technology Group has pioneered clean coal utilization technologies and developed key technologies for the coal chemical industry, supporting ecological protection initiatives [9]. Group 3: Modern Industrial System and Digital Transformation - The company has achieved a digitalization tool adoption rate of 93% and a production equipment digitalization rate of 60%, with significant advancements in intelligent manufacturing [9]. - It has been recognized for its high-end, intelligent, and green development in equipment manufacturing, maintaining the leading market share in various coal machinery sectors [9]. - The company is actively investing in new industries, with over 63% of its annual investment allocated to emerging sectors, including mining robots and geothermal energy [10].

（来源：金科之家网） 一、本书简介 本书作者瑞尼·雷吉梅克是荷兰跨界创业者与资深科技作家，曾主修化学，后转型为硅谷科技专栏作 家，创立科技媒体公司Techwatch。 他他深耕半导体行业报道二十余年，采访过ASML创始团队、核心工程师、合作伙伴等近百位关键人 物，掌握了大量一手资料。 《光刻巨人》聚焦全球光刻机巨头ASML的崛起之路。光刻机被誉为"芯片工业的皇冠明珠"，其制造难 度堪比"在头发丝上雕刻万里长城"。 而ASML从飞利浦的一个"边缘小部门"，起步时资金匮乏、技术落后，却在短短三十年间超越尼康、佳 能等老牌巨头，占据全球光刻机市场80%以上的份额，甚至垄断了最先进的EUV光刻机技术。 这本书不仅还原了ASML如何从"追赶者"变成"领跑者"，更揭示了科技创新、企业竞争与全球产业协作 的深层逻辑。 二、主要内容 1. 光刻：芯片制造的"心脏" 1990年代，尼康凭借i-line光刻机垄断市场，ASML决定"弯道超车"，研发更先进的步进式光刻机PAS 5500。当时工程师们面临镜头精度、工件台稳定性等无数难题，甚至有人断言"欧洲企业造不出比日本 更好的光刻机"。 但ASML团队用"每天工作16小时、每周工 ...

责编：黄 啸 审核：何习文 9月29日获悉，以"厚植科普沃土 放飞科学梦想——汇科聚智 共筑支点"为主题，2025东湖论坛将于 10月中旬在武汉开幕。 湖北省科技厅相关负责人介绍，本届论坛活动分5大版块，包括1场开幕式暨主论坛、2场科技人才 对接系列活动、13场科普和科创主题平行论坛活动、5场项目路演对接活动，并组织超过30余家科普场 馆、创新平台举办系列公众科普活动。 本届论坛由湖北省人民政府主办，并邀请浙江省作为主宾省。届时，来自国内外的各界嘉宾将齐聚 武汉，共襄科技盛会，共绘创新蓝图，共话创新发展，搭建起湖北推进科技创新开放合作、链接全球全 国创新资源的重要平台，更好服务国家科技创新发展战略，更好助力湖北加快建成中部地区崛起重要战 略支点。（连迅、姜胜来） 编辑：李希帆 ...

Core Insights - The trust industry in China has directed 16.68 trillion yuan towards the real economy as part of its social responsibility efforts, with a total of 22.25 trillion yuan in trust assets under management by the end of 2024 [1][2] Group 1: Financial Support to the Real Economy - 28.81% of the trust funds are directly invested in the real economy, while 46.17% are indirectly supporting it through capital markets, totaling 16.68 trillion yuan [2] - The trust industry has provided significant funding for national strategic projects, including 1.12 trillion yuan for the Belt and Road Initiative and 2.67 trillion yuan for the Yangtze River Economic Belt [2] Group 2: Social Welfare and Livelihood Support - In 2024, the trust industry allocated 1.6 trillion yuan to inclusive finance, established 1,148 pension service trust projects with an investment of 14.493 billion yuan, and funded 289 rural revitalization projects with 430.4 million yuan [3] Group 3: Green Trust Initiatives - The scale of green trust projects reached 325.3 billion yuan, with 390 new projects added in 2024, marking a 21.5% increase year-on-year [4] - Trust companies have implemented over 20 "dual carbon" target guidelines and conducted 46 training sessions on green trust, with 4,520 participants [5] Group 4: Charitable Trust Developments - By the end of 2024, the cumulative number of charitable trusts reached 2,244, with a total scale of 8.507 billion yuan, reflecting a year-on-year growth of 30.07% in new registrations [5]

科博会期间 ●通过项目路演、投融资对接等活动，促成28个产业项目签约，金额超4亿元 ●投资四川·中国（绵阳）科技城建圈强链产业投资推介会上签约55个项目，协议投资总额达275.35 亿元 作为外界观察绵阳、四川乃至中国科技创新的窗口，科博会的展陈、演示备受关注。在这里，可以 看到许多创新技术已完成产品化、产业化的"关键一跃"。曾以创新展品登场的5G、无人机、北斗卫星 导航等技术，如今已融入人们生活日常。 今年是中国（绵阳）科技城建设25周年，本届科博会专门设置"创新答卷"展区，集中展陈绵阳科技 城建设25年来的科技发展成果、成渝地区双城经济圈协同创新亮点，以及"绵阳造"多款"大国重器"。 "科博会是一个多学科交流平台，大家相互交流、深入沟通，了解各自需求，这对绵阳协同创新发 展有很大推动作用。"中国工程院院士、绵阳市科协主席范国滨认为，从科博会可窥见更广阔的产业前 景。 强激光是激光行业的"金字塔尖"。连续4年在科博会举行期间召开激光科技创新产业大会，绵阳在 强激光领域的技术优势被更多人关注，创新应用场景随之拓展。如今，绵阳已打造出"光子科创城"，许 多原创应用在这里诞生：有的可用于精密检测，能识别微小形变； ...

9月26日，由申万宏源证券担任牵头主承销商的金泰产融（北京）创业投资基金管理有限 公司2025年度第一期本钢北营绿色科技创新定向资产支持证券（类REITs）成功发行，发行 规模14.06亿元，优先级评级AAA，票面利率2.6%， 在获得绿色+科技创新双重认证的同 时，项目创下多个"首单"。 本项目是申万宏源证券 首单 权益型类REITs，鞍钢集团 首单 类REITs、钢铁行业 首单 类 REITs、银行间市场 首单 科技创新类REITs、 全市场首单 高压煤气发电类REITs，更是 全市 场首单 绿色+科技创新债券类REITs 。 本项目获得了G-1等级绿色认证，底层资产为本钢北营公司80MW高温超高压煤气发电机 组，通过先进技术，实现了"废气"变绿电和资源的循环利用，减少了温室气体排放，对推动钢 铁行业积极探索绿色低碳模式，加速行业整体向绿色、低碳、高效方向转型具有重要意义。 未来，申万宏源证券将将进一步利用REITs、类REITs等创新产品，更好地履行社会责任， 实现行业带头效应。 来源：申万宏源证券 鞍钢集团是中国首批"创新型企业"，产品广泛应用于"西气东输"、青藏铁路、京津高铁、 三峡水利枢纽等重大工 ...

全国社会保障基金理事会9月30日发布的 《全国社会保障基金2024年度报告》 显示， 2024年， 基金投资收益额为2184.18亿元，投资收益率为8.10%。 其中，已实现收益额436.51亿元（已实 现收益率1.64%），交易性资产公允价值变动额1747.67亿元。基金自成立以来的年均投资收益率 为7.39%，累计投资收益额为19009.98亿元。 社保基金会相关负责人表示，2024年，社保基金会加强市场研判，因时因势制订"稳中求进、以进 促稳"的配置策略，在资本市场波动中，坚定信心，保持战略定力不动摇，维持股票风险敞口基本 稳定，获得了A股市场反弹带来的收益；靠前配置、加大配置固定收益资产，较好把握了利率持续 下行带来的投资机会；积极加大股权投资力度，优化海外投资布局，较好发挥了资产配置分散投资 风险、稳定提升基金整体收益的作用。 牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 报告期内，社保基金会强化市场研判，持续提高基金投资运营能力。 年均投资收益率7.39% 报告显示，2024年末，基金资产总额为33224.62亿元。其中，直接投资资 ...