2026年伊始，多地密集举办"新年第一会"，成为观察区域经济和产业发展走向的重要窗口。 2026年1月4日，2026年新年第一个工作日，上海市召开2026年全市优化营商环境大会，并对外发布了《上海市加快打造国际一流营 商环境行动方案（2026年）》。据悉，这一大会往年均选择在农历春节后召开，但今年提前至阳历元旦后召开。 《中国经营报》记者注意到，江苏省南京市、苏州市和浙江省嘉兴市等地召开的"新年第一会"，则聚焦科技创新与产业发展。例 如，软件产业发达的南京市重点聚焦AI产业，将深入推进"人工智能+"行动。 "在长三角地区，多地聚焦营商环境优化、产业升级、科技创新等主题，这是扛起经济大省挑大梁使命责任、打造新质生产力发展策 源地的战略担当，也是应对当前全球科技革命和产业变革加速迭代、破解自身发展瓶颈的现实选择。"江苏省城市经济学会副会长、 南京信息工程大学江北新区（自贸区）发展研究院院长丁宏向记者表示。 打响营商环境"攻坚战" 锚定建设"五个中心"目标的上海市，在2026年"新年第一会"上发出了打响营商环境"攻坚战"的"最强音"。 （2026年1月4日，上海市召开2026年全市优化营商环境大会。图片来源：上海发 ...

学习中央农村工作会议精神 票 开关 进 始终绷紧粮食安全这根弦 a 新华社国内部出品 2026年是"十五五"开局之年，做好"三农"工作至关重要。近日中央农村工作会议召开，习近平总书 记作出重要指示，强调要毫不放松抓好粮食生产。 此前召开的中央经济工作会议也明确要求，严守耕地红线，毫不放松抓好粮食生产，促进粮食等重 要农产品价格保持在合理水平。 千叮咛万嘱咐，就是要求全国上下始终绷紧粮食安全这根弦。 习近平总书记强调，粮食多一点少一点是战术问题，粮食安全是战略问题。 今后一个时期粮食需求还会持续增加，供求紧平衡将越来越紧，再加上国际形势复杂严峻，确保粮 食安全的弦要始终绷得很紧很紧，宁可多生产、多储备一些，多了的压力和少了的压力不可同日而语。 粮食生产年年要抓紧，面积、产量不能掉下来，供给、市场不能出问题。 如果说耕地面积是常数，科技就是一个关键变量。面对耕地"天花板"，科技是破局关键。 在耕地资源硬约束不可改变的前提下，必须依靠科技创新突破资源瓶颈，实现粮食产能的可持续提 升。不能走依赖资源消耗的老路，根本出路在于向科技要产量、要效益、要可持续性。 习近平总书记强调："解决吃饭问题，根本出路在科技""农业现代 ...

【导读】沪指12连阳创出33年纪录，机构解读：A股春季行情或仍有上行空间 中国基金报记者 方丽 曹雯璟 同时，今日市场成交额大幅放量5000亿元至2.57万亿元，创下近两月新高。行业层面，仅有 石油石化、银行、交通运输和商贸零售微跌，传媒、医药生物、电子领涨市场。 春季行情是否开启？后市将如何演绎？中国基金报记者第一时间采访了博时、招商、广发、 景顺长城、长城、泉果、恒生前海等基金公司。他们认为，由于假期外围市场上涨以及春季 行情预期共同驱动了"开门红"，A股春季行情或仍有上行空间，看好消费电子、顺周期、AI等 领域。 多因素引发"开门红" 元旦假期港股市场大涨。2025年12月中国制造业PMI超预期回升至扩张区间，人民币汇率走 强助推外资回流等因素，共同推动2026年A股市场"开门红"。 招商基金表示，今日A股市场上涨是多重因素共振的结果：第一，受元旦假期港股市场大涨提 振，恒生科技指数1月2日上涨4%。AI应用加速落地事件催化频繁与AI产业催化不断，AI科技 周期向上背景下港股科技、半导体板块领涨。 2026年首个交易日，A股喜迎"开门红"！ 数据显示，今日A股指数放量大涨，沪指不仅重新站上4000点关口 ...

Core Viewpoint - The early meetings held by various regions in China at the beginning of 2026 signal a focus on high-quality development, technological innovation, and optimization of the business environment, indicating a proactive approach to the new year's work agenda [1][2]. Group 1: Regional Focus and Themes - Multiple regions have shifted their traditional "New Year First Meeting" to early January, emphasizing a competitive start to the year [2]. - Shanghai continues to prioritize the optimization of the business environment for the ninth consecutive year, indicating a deeper commitment to enhancing its operational landscape [2]. - Chongqing's meeting focuses on the development of the Chengdu-Chongqing economic circle, highlighting a strategic approach to regional collaboration [2]. - Hainan's meeting reflects a transition in its development phase, moving from the initial establishment of a free trade port to a more comprehensive institutional framework [2][3]. Group 2: Key Development Areas - High-quality development is a central theme, with Chongqing outlining five new development goals and ten actionable initiatives aimed at enhancing its modern industrial system [3]. - Hainan emphasizes "high-standard construction" of its free trade port, marking a shift from policy trials to a full institutional framework [3]. - Technological innovation is underscored by Hubei's goal to become a nationally influential hub, with a focus on integrating technological and industrial innovation [4]. - Shanghai's business environment optimization meeting introduced a "9.0" action plan, highlighting new concepts in industrial ecology and social governance [4]. - Fujian's meeting aims to eliminate barriers for businesses and address issues related to overdue payments, promoting fair resource allocation [5]. Group 3: Recognition of Key Contributors - The Hubei technology innovation conference featured prominent scientists, including academicians and leaders from tech enterprises, showcasing the importance of scientific contributions to innovation [6]. - In Guizhou, the focus on private enterprises reflects their significant role in the economy, with over 480,000 business entities and a contribution of over 60% to employment [7].

Core Insights - The development of the Yangtze River Economic Belt over the past decade has seen significant improvements in water quality, with the proportion of good water quality rising from 67% to 96.5%, and regional GDP more than doubling, increasing its share of the national economy from 42.2% to 47.3% [1] Group 1: Environmental Protection and Economic Growth - The concept of "coordinated major protection, not major development" has been effectively implemented, leading to the resolution of the "chemical industry surrounding the river" issue by addressing nearly 10,000 chemical enterprises [1] - A total of 1,361 illegal docks have been cleared, and black and odorous water bodies in major cities along the river have been largely eliminated [1] - The water quality of the Yangtze River has improved from some sections being classified as Grade V to the entire river being classified as Grade II [1] Group 2: Technological and Industrial Innovation - The integration of technological and industrial innovation in the Yangtze River Economic Belt has accelerated, with the establishment of international technology innovation centers in Shanghai and other regions [1] - Significant technological achievements include the "artificial sun" achieving a billion-degree operation for a thousand seconds and targeted cancer drugs, alongside the emergence of competitive innovative companies like DeepSeek and Yushu Technology [1] - World-class industrial clusters have formed in sectors such as automotive manufacturing and electronic information [1] Group 3: Infrastructure and Transportation - The functionality of the Yangtze River as a "golden waterway" has been reinforced, with the high-grade navigable waterways increasing from 8,000 kilometers to 11,000 kilometers [1] - The cargo throughput of trunk ports has grown by 71%, reaching 4.2 billion tons, maintaining its position as the world's leading inland river [1] Group 4: Cultural and Social Development - The cultural heritage of the Yangtze River has deepened, with the successful inclusion of the Liangzhu Ancient City Ruins in the World Heritage List and significant archaeological discoveries at Sanxingdui [2] - The "Happiness Yangtze" initiative has improved quality of life, with per capita disposable income rising from 23,000 yuan to 44,000 yuan, an increase of 91% [2] - The South-to-North Water Diversion Project has delivered over 84 billion cubic meters of water, benefiting 48 cities and 195 million people [2] Group 5: Future Development Plans - The "14th Five-Year Plan" emphasizes the continued development of the Yangtze River Economic Belt, focusing on ecological protection, innovation, regional collaboration, and cultural heritage [3][4] - Key areas of focus include pollution control, fostering original technological innovations, and enhancing agricultural production capabilities [3][4] - The plan aims to strengthen the safety and quality of life in the region, ensuring food security and improving the welfare of the population [4]

Core Viewpoint - Beijing aims to enhance its pilot testing service capabilities to promote the integration of technological and industrial innovation, targeting the establishment of 10 national-level and 50 municipal-level pilot testing platforms by 2030 [1][2]. Group 1: Pilot Testing Platforms - Pilot testing is a critical phase in the industrialization of technological achievements, facilitating the transition of new products from trial production to mass production [1]. - The newly defined pilot testing platforms in Beijing include 146 entities, primarily concentrated in the pharmaceutical health, new materials, and intelligent equipment sectors, accounting for nearly 70% of the total [1]. - The platforms are mainly located in districts such as Haidian, Daxing, and the Economic Development Zone [1]. Group 2: Financial Support and Incentives - The measures propose financial support for new pilot testing projects, offering subsidies of up to 35% of total investment, with a maximum of 100 million yuan for key industries like AI, healthcare, and green technology [2]. - For emerging industries such as new-generation information technology and intelligent connected vehicles, the subsidy is set at 25% of total investment, capped at 50 million yuan [2]. - The support for independent pilot testing platforms' fixed asset investments has been increased to 45% and 35% for different categories [2]. Group 3: Collaborative Development - The measures emphasize the need for spatial, informational, financial, talent, and standard support for the development of pilot testing platforms [2]. - There is a focus on building a collaborative industrial pilot testing transformation base in the Beijing-Tianjin-Hebei region, promoting the establishment of a regional pilot testing industry alliance [2]. - The initiative aims to facilitate the demonstration of application scenarios and the transformation of technological achievements within the Beijing-Tianjin-Hebei area [2]. Group 4: Support for SMEs - To reduce R&D costs for small and medium-sized enterprises, Beijing is exploring the inclusion of pilot testing platform services in the "Capital Science and Technology Innovation Voucher" program, allowing eligible companies to receive up to 500,000 yuan annually [3].

Core Insights - The public fund market experienced a strong start in the first week of 2026, with 45 new funds entering the fundraising period, marking a significant increase in market activity compared to previous weeks [1][4] Fund Issuance Overview - A total of 45 new funds were launched from January 5 to January 11, 2026, representing a more than fourfold increase in issuance compared to the previous week, the highest in nearly 12 weeks [1] - Equity funds dominated the issuance, with 30 out of 45 new funds being equity products, accounting for 66.67% of the total [2][3] - Among equity funds, 16 were mixed equity funds (53.33% of equity funds) and 14 were stock funds (46.67%), indicating a balanced distribution [2] Mixed Fund Trends - The issuance of mixed funds surged, with 18 new mixed funds launched, reaching a 32-week high and matching the peak weekly issuance from 2025, signaling a recovery in the equity market [3] - Additionally, 4 new FOF (funds of funds) and 2 new QDII (Qualified Domestic Institutional Investor) funds were launched, highlighting a rebound in these categories [3] Focus on Technology - Among the 45 new funds, 11 funds included "technology" or "innovation" in their names, representing 24.44% of the total, reflecting a strong focus on technology investment driven by structural upgrades and policy support [3] Market Dynamics - The surge in new fund issuance is attributed to multiple factors, including supportive policies for technology innovation, strong market expectations for a "spring rally," low valuations, and improved economic conditions [4] - Additionally, ample market liquidity and a shift of household assets towards equities, along with long-term funds like social security and insurance entering the market through funds, have enhanced the capacity for new fund subscriptions [4]

创新成果持续涌现。人工智能、量子科技、载人航天、深空探测等领域创造了多个全球"首次"和"第 一"，中国创新正从点的突破迈向系统能力的提升。尤其值得称道的是，《黑神话：悟空》、"哪吒"系 列动画电影等文化科技融合产品，以世界级品质征服全球市场，生动证明了创新不仅是实验室里的参 数，更是可以触动人心的创造力。 潮起背后，必有深流。今日中国，创新成为推动高质量发展的主引擎，背后是国家创新生态系统的深刻 重塑。 "我们依靠创新为高质量发展赋能。科技与产业深度融合，创新成果竞相涌现，人工智能大模型你追我 赶，芯片自主研发有了新突破，我国成为创新力上升最快的经济体之一。"在二〇二六年新年贺词中， 习近平主席点赞我国科技创新成就，强调创新创造的重要意义，"创新创造催生了新质生产力，也让生 活更加多姿多彩。" 创新是引领发展的第一动力。从"追赶"到"并跑"乃至"领跑"，近年来，中国创新的"加速度"有目共睹。 全球创新指数排名不断提升。世界知识产权组织发布的《2025年全球创新指数报告》显示，中国排名提 升至全球第十位。这是中国首次跻身全球前十，自2013年以来累计上升25位。 展望前路，创新已成为关乎生存与未来的必答题。当前 ...

Core Insights - The Yangtze River Economic Belt has achieved significant green development over the past decade, contributing nearly half of the national GDP while accounting for about one-third of energy consumption and carbon emissions [1][11]. Group 1: Economic Growth and Development - The GDP of the Yangtze River Economic Belt has more than doubled, increasing its share of the national GDP from 42.2% to 47.3% [6]. - The region has cultivated 41 national-level advanced manufacturing clusters and 30 strategic emerging industry clusters, representing 51% and 45% of the national totals, respectively [11]. Group 2: Technological and Industrial Innovation - The integration of technological and industrial innovation has accelerated, with a focus on building international technology innovation centers and nurturing emerging industries [1][11]. - Breakthroughs in key technologies have been achieved in fields such as artificial intelligence, quantum information, and life sciences, with notable companies like DeepSeek and Yushu Technology emerging as internationally competitive [1][12]. Group 3: Green Transformation and Sustainability - The Yangtze River Economic Belt is actively promoting the green and low-carbon transformation of industries, with initiatives including the establishment of carbon peak pilot cities and zero-carbon parks [11]. - The shift from viewing ecological protection as a burden to recognizing it as a driving force for economic development has been emphasized, showcasing a successful model of harmonious coexistence between economic growth and environmental sustainability [6][7]. Group 4: Future Directions and Recommendations - Future efforts should focus on broader regional cooperation in key sectors such as aerospace and renewable energy, enhancing collaborative innovation to elevate China's global competitiveness [14][17]. - The need for a transition from government-led development to a model that fully activates market and social forces has been highlighted, aiming for innovative shared ecological development [16][17].

Group 1 - The natural resources system is committed to innovation and optimization of planning and management, aiming for tangible results by 2025 [1] - Implementation of Xi Jinping's important directives and continuous learning from his discussions on natural resources and marine power construction [1] - Strong promotion of the "one map" initiative, including data collection, information system optimization, and unified geographic base map construction [1] Group 2 - New breakthroughs in mineral exploration strategy, achieving significant increases in uranium, copper, gold, lithium, and potassium salt resources [2] - Progress in marine development and protection, with steady growth in marine production value and establishment of national marine protected areas [2] - Enhanced capabilities in natural disaster prevention and control, successfully forecasting 666 geological disasters and 42 typhoons and storm surges [2] Group 3 - Firm advancement of strict party governance, with a focus on improving industry management and addressing historical issues in administrative licensing [3]