板块结构 让赏本 "十四五"时期 黑龙江创业板、科创板上市公司数量 50% 较"十三五"时期增加了 市值前10名公司中 超过半数为科技企业或科技含量较高的企业 经营业绩 35.67 亿元 77% 1843.44 僧长了 亿元 1680.06 亿元 广市公司 市公司 18.71 = 1 / 1/7 / 净利润 亿元 2020年 2020年 2024年 2024年 海外收入 134.69 亿元 64.11 亿元 2020年 2024年 上市公司 上市公司 研发投入 超52% 2.81% 2.03% 51.83亿元 上市公司研发强度 (研发投入占营收比例) 2020年 2024年 2024年 2020年 上市公司 上市公司 研发投入总额 研发投入总额 税收贡献 579.42 500.69 15.72% 亿元 亿元 "十三五"时期 "十四五"时期(截至目前) 上古公司要计纳税 "经济是肌体，金融是血脉"，这一深刻论断在"十四五"时期的黑龙江资本市场发展实践中得到生动印证。黑龙江 资本市场深度融入区域经济发展大局，精准对接国家战略需求，紧密贴合地方特色产业脉络，在推动产业转型升 级的进程中，成为不可或缺的重要驱动力。 ...

"和美宜居"则着眼于社会文明程度提升和人民生活品质提高，积极探索特大城市现代化治理的有效路 径，打造千万人口共建共治共享的美好家园，全面提升城市综合承载力，营造人民安居乐业、人才近悦 远来的城乡综合环境。 会议表示，聚焦"十五五"发展目标任务，东莞将深度参与粤港澳大湾区建设牵引全面深化改革开放，全 方位深化与大湾区城市的合作；推动科技创新和产业创新深度融合，建设具有国际竞争力的现代化产业 体系；以"百千万工程"统筹推进城乡综合环境提升，全面增强城市综合承载能力；全面推进民生社会事 业发展，更好满足人民群众对美好生活的向往；持续推进高效能治理，深入推进全域精神文明建设。 12月12日，中国共产党东莞市第十五届委员会第十次全体会议召开。会议研究谋划"十五五"时期东莞经 济社会发展目标，提出加快建设"智创优品、和美宜居"的现代化新东莞，不断开创东莞现代化建设新局 面。 会议指出，进入"十五五"时期，东莞将以"智创优品、和美宜居"的城市发展战略目标统领未来5年经济 社会高质量发展各项工作。 "智创优品"意味着把智慧和创新作为培育新质生产力的重要路径，确立以人工智能为主的科技型创新型 产业发展导向，把品质提升和品牌打造 ...

当前，传统产业正向高端化、智能化、绿色化转型，新能源、新材料等战略性新兴产业加速壮大，新质 生产力正在稳步推进。打造新质生产力既需要"高精尖"科技人才，更需要大批高层次技术技能人才，职 业教育作为技能人才培养主阵地，应积极适应新质生产力快速发展、产业迭代与技术革新加快的新形 势，肩负起培养大国工匠的重要使命。 紧贴产业发展趋势设置专业，是提高职业教育适应性的应有之义。当前正处于产业转型升级的关键时 期，职业教育专业应具有产业联动性。产业布局在哪，专业设置就要与之对应；产业升级，专业设置也 要随之迭代。去年教育部对高等职业教育专科专业布点进行了较大优化调整，与2023年度相比，新增专 业点6068个，撤销专业点5052个，这是自2021年新版《职业教育专业目录》发布以来调整幅度最大的一 次。此次专业调整聚焦国家发展重点战略、区域社会产业需求、国计民生迫切需求，与我国现代产业发 展高度匹配。通过紧密对接产业升级和技术变革趋势动态调整专业，不少职业院校从注重自身循环发展 的小逻辑，转到服务产业发展和区域发展的大逻辑上，为国家和地方经济转型升级提供了有力支撑。 根据岗位需求变化调整人才培养模式，是职业教育与产业升级同 ...

12月11日，市委副书记、代市长熊征宇赴东湖风景区、江汉区、青山区调研。他强调， 要全面贯彻落实党的二十届四中全会精神，深入学习贯彻习近平总书记关于城市工作的重要 论述，按照省委、省政府和市委部署要求，深入践行人民城市理念，加力提效实施以"五改 四好"为主攻方向的城市更新，扎实推进城市内涵式发展、高质量发展，以城市发展方式转 变带动经济发展方式转变。 来到东湖风景区梨园文旅联勤服务站，熊征宇察看景区生态旅游、交通优化和停车场规 划等情况，并前往湖光村了解景中村改造进展。他指出，东湖风景区是世界级的文化旅游名 片，要坚持生态优先、绿色发展，加强湖泊保护和治理，厚植绿色发展底色；加快推动景中 村改造，加强规划引领和配套改革，系统推进交通体系优化、功能品质提升、产业焕新升级 和治理机制创新；推动文旅深度融合，丰富文旅产品供给，加强文旅品牌塑造，积极创建东 湖世界级旅游休闲度假区。 在江汉区，熊征宇来到新华路体育中心，听取消费地标打造及片区城市更新项目规划情 况汇报；走进武汉云计算科技有限公司，察看城市数公基平台及城市运行一网统管平台演 示。他指出，江汉区素有"金江汉"之称，要坚持城市内涵式发展，以"五改四好"城市更 ...

在此背景下，公司本次投资设立湖北济民军民科技创新有限公司，是公司基于长远战略规划的重要布 局，核心目的为公司培育和整合优质标的资产，推动公司产业转型升级，增强公司核心竞争力及可持续 发展能力。 公司主营业务涵盖医疗服务、医疗器械和大输液等产品的研发、生产与销售。近年来，受行业竞争加剧 及美国关税政策等外部因素影响，公司整体主营业务承压，业绩出现一定程度的下滑。 格隆汇12月12日丨济民健康(603222.SH)公布，公司拟与湖北省军民科技创新有限公司共同设立合资公 司湖北济民军民科技创新有限公司。投资金额和比例：合资公司注册资本为6亿元，其中，公司认缴出 资2.94亿元，持股比例为49%，军民科技认缴出资3.06亿元，持股比例为51%，各方均以现金出资。 ...

近日，山东投资有限公司（简称"山东投资"）通过其直管企业金鼎租赁有限公司（简称"金鼎租赁"）及山东省鲁信惠金控股有限公司（简称"鲁信惠 金"），跨牌照协同为南通云数网络科技有限公司IDC项目提供1亿元综合授信，以融资租赁方式支持其南通大数据云计算中心项目建设，有力推动长三角 地区数字基础设施建设，服务国家"东数西算"战略布局。 跨牌照协同，打造风控闭环 本项目是山东投资体系内跨牌照协同服务实体的典型案例之一。金鼎租赁与鲁信惠金通过"资产+股权+决策权"三重锁定机制，构建了严密的风险防控体 系。具体包括：金鼎租赁掌握设备所有权，鲁信惠金通过实施股权质押与证章照共管掌握决策权，实现对融资与担保事项的一票否决权，全面筑牢资金安 全防线。 服务数字经济，助力产业转型升级 作为江苏省年度服务业重点项目，南通IDC项目第一期建成后，将提供1000个高功率机柜，显著提升长三角地区算力供给能力。项目不仅直接服务于AI训 练、云计算、大数据等前沿科技领域，更将赋能制造业、金融业等行业数字化转型，加速工业互联网、智慧城市等应用场景落地，为区域经济高质量发展 注入强劲"数字动力"。 山东投资始终坚守金融服务实体经济的初心，通过创新 ...

Core Viewpoint - The integration of investment in physical assets and human capital is a significant enhancement of China's investment philosophy, aimed at optimizing investment structure and stimulating economic growth during the high-quality development phase [1] Group 1: Current Economic Context - China's economy is undergoing a critical transition in development methods, economic structure optimization, and growth momentum conversion, making the integration of investment in physical and human capital highly relevant and urgent [2] - Investment in both physical and human capital is essential for overcoming key technological bottlenecks and achieving self-reliance in technology, requiring funding for both infrastructure and talent development [2] - The shift from traditional comparative advantages to new advantages based on quality and brand necessitates a collaborative approach to investment in physical and human capital for industrial transformation and upgrading [3] Group 2: Domestic Circulation and Consumption - Enhancing human capital through education and skills training directly increases labor income, thereby boosting consumer confidence and laying a solid foundation for expanding consumption [3] - A strong domestic consumption market encourages enterprises to invest in technology and brand development, creating a dynamic balance between supply and demand [3] Group 3: Social Equity and Common Prosperity - Investment in infrastructure and public services is crucial for achieving social equity and promoting common prosperity, while human capital investment plays a significant role in reducing income disparities [4] - Developing a high-quality labor force through human capital investment enhances overall productivity and innovation capabilities, contributing to a larger and more equitably distributed economic "cake" [4] Group 4: Systematic Approach to Investment - The relationship between investment in physical and human capital is inherently unified, requiring a systematic approach to optimize the structure of existing capital and promote a virtuous cycle of economic development and improved livelihoods [5] - Both forms of investment are interdependent; physical capital provides the platform for human capital to realize its value, while human capital enhances the effectiveness and technological advancement of physical capital [5] Group 5: Long-term Mechanisms and Policy Framework - Establishing long-term mechanisms to improve the quality and efficiency of investments in both physical and human capital is essential for sustainable economic growth [8] - Coordinated development strategies should be integrated into national economic and social development plans, ensuring that policies for human capital development accompany industrial policies [8] - A collaborative evaluation system should be established to assess the contribution of human capital to the efficiency of physical capital, preventing disconnection between the two [8] Group 6: Investment Structure Optimization - Maintaining a reasonable scale of physical capital investment while optimizing investment layout is crucial, with increased focus on new infrastructure and advanced manufacturing [9] - Precision and effectiveness in human capital investment should be enhanced, with targeted training programs to meet the demands of new productive forces [9] - Encouraging diverse stakeholders through fiscal and financial policies can stimulate investment in advanced equipment and employee training [9] Group 7: Comprehensive Policy System - A comprehensive policy framework should address the entire lifecycle of human capital needs, from early childhood education to elderly care, ensuring continuous accumulation and quality improvement of human capital [10] - Investments should focus on enhancing educational quality, improving labor market matching, and providing adequate healthcare and housing support [10]

Group 1 - The core objective is to achieve a 500 billion yuan target for the silver economy industry in Jilin Province during the "14th Five-Year Plan" period, indicating a strong push for economic revitalization in Northeast China [1] - Northeast China is recognized as a crucial industrial base, grain production area, and ecological protection barrier, playing a vital role in national security and development [2] - The region has made significant progress in various fields, including state-owned enterprise reform in Liaoning, record grain production in Jilin, and notable achievements in the "4567" modern industrial system in Heilongjiang [2] Group 2 - The transformation of traditional industrial areas is a global challenge, with examples from Germany and the United States showcasing successful transitions to modern service and high-tech centers [3] - Northeast China possesses rich strategic resources and deep technological foundations, providing a strong basis for development in the context of China's modernization [3] - Challenges include the need to enhance technological innovation capabilities and the relatively slow development of emerging industries [3] Group 3 - There is a call to accelerate industrial structure adjustments, focusing on upgrading traditional industries and fostering strategic emerging industries such as aerospace and new materials [4] - Strengthening technological innovation is essential, with an emphasis on high-end machine tools and fine chemicals, and promoting local transformation of scientific achievements [4] - Environmental protection efforts are highlighted, including the preservation of black soil and the development of a circular economy to promote green and low-carbon transitions in industries [4]

Group 1 - The company, Ordos Montai Thermal Power Industry Co., Ltd., is a wholly-owned subsidiary of Inner Mongolia Montai Group Co., Ltd., located in the Dongsheng District of Ordos City, primarily responsible for thermal power, heating, and renewable energy businesses [1][3] - In thermal power, the company manages the operation and maintenance of 2×330MW direct air-cooled and 2×660MW indirect air-cooled units [1][3] - The heating capacity for urban residents is 38 million square meters, with a sold heating area of approximately 24 million square meters [1][3] - In the renewable energy sector, the company focuses on photovoltaic and wind power projects, with a wind power installed capacity of 512MW and an annual power generation exceeding 1.4 billion kilowatt-hours [1][3] - The company aims to lead with technology, support with green initiatives, and integrate the necessary technology and talent for enterprise development with a global perspective, continuously promoting the transformation and upgrading of various industries to contribute to high-quality local economic and social development [1][3]

Core Viewpoint - The article emphasizes that the chaotic competition driven by "price wars" is hindering the industry's development, suggesting that a return to value-based competition is essential for achieving high-quality growth [2] Group 1: Industry Challenges - The industry is currently trapped in a cycle of low prices and homogeneous competition, which is stifling innovation and quality improvement [2] - The ongoing "price war" is described as a heavy burden that slows down the overall pace of industrial transformation and upgrading [2] Group 2: Proposed Solutions - To break the current predicament, it is crucial to guide market competition back to its value essence, clearly defining the boundaries of "healthy competition" [2] - The industry must return to a model where success is determined by core strengths, creating a positive cycle for high-quality development [2]