2026年，重点聚焦集成电路、新型显示、新材料、航空航天、低空经济、生物医药…… 虽然国际环境不稳定、不确定因素较多，新旧动能转换仍有压力，但今年中国工业经济向新向优发展， 展现出强大韧性和活力。工信部预计，今年中国规模以上工业增加值同比增长5.9%。 全国工业和信息化工作会议近日召开，部署了2026年十个方面的重点工作，其中排在首位的是"全力巩 固工业经济稳中向好态势"。工信部强调，深入实施新一轮十大重点行业稳增长工作方案，支持工业大 省挑大梁。打造集成电路、新型显示、新材料、航空航天、低空经济、生物医药等新兴支柱产业。完善 具身智能、元宇宙等创新发展政策。 近期，广东、江苏、山东、浙江、福建等地工信部门密集部署，明确明年工作思路。围绕改造提升传统 产业、发展壮大新兴产业、提升产业链现代化水平、激发中小企业活力、持续优化企业发展环境等方面 进一步发力，充分发挥工业大省引领作用，全力以赴稳增长。 招商证券首席宏观分析师张静静表示，在价格温和回归的带动下，规模以上工业企业利润有望摆脱近年 来的低位徘徊，到2026年末实现10%左右的增长。这不仅意味着企业资产负债表的修复，更预示着市场 驱动力将从"政策博弈"转向 ...

Core Insights - The national industrial and information technology work conference held on December 25-26 outlined key tasks for the "15th Five-Year Plan" period, emphasizing growth stabilization, innovation enhancement, integration promotion, governance optimization, and risk prevention [1] Group 1: Key Focus Areas for 2026 - The conference identified ten key areas for 2026, including consolidating the positive trend of the industrial economy, enhancing the resilience and security of industrial chains, and accelerating technological innovation capabilities [1] - The meeting emphasized the need to optimize traditional industries through standard leadership, equipment upgrades, process improvements, and management innovation [1] Group 2: Emerging and Future Industries - The Ministry of Industry and Information Technology (MIIT) aims to develop emerging pillar industries such as integrated circuits, new displays, new materials, aerospace, low-altitude economy, and biomedicine, while supporting AI advancements and satellite IoT commercial trials [2] - The MIIT plans to establish national emerging industry development demonstration bases and innovative industrial clusters, focusing on innovation tasks in future industry segments [2] Group 3: Industry Performance and Projections - Data from the conference indicated that from January to November 2025, the value added of high-tech manufacturing and equipment manufacturing industries grew by 9.2% and 9.3% year-on-year, respectively, with the core AI industry exceeding 1 trillion yuan and new energy vehicle exports surpassing 2 million units [2] - The MIIT projects that by 2025, the total telecommunications business volume and software business revenue will grow by approximately 9% and 12% year-on-year, respectively, with digital industry revenue also expected to increase by around 9% [2] Group 4: Governance and Competition - The 2025 Central Economic Work Conference highlighted the need to address "involution" competition, with the MIIT reporting steady progress in modernizing industry governance and implementing significant reform measures [3] - The MIIT aims to enhance the supply capacity of high-quality standard systems and promote coordinated policies between industry, finance, and taxation to foster industrial and financial cooperation [3]

Core Insights - The importance of independent websites as a strategic high ground for Chinese brands going global is increasingly highlighted by the recent authoritative ranking of Texas foreign trade independent brands for 2025 [1][7] - The ranking serves as a valuable market indicator, showcasing the strength and potential of foreign trade enterprises in Texas and reflecting the firm steps of upgrading from "Made in China" to "Brand from China" [1][7] Group 1: Ranking Criteria and Characteristics - The ranking criteria are stringent, considering factors such as brand influence, user experience, technological innovation, and market coverage [3] - Successful independent trade websites exhibit three main characteristics: cultural empathy, technological drive, and ecological integration [5] - Traditional manufacturing enterprises in Texas, particularly in machinery, have notably transformed through independent websites, presenting heavy machinery products in engaging ways [5] Group 2: Digital Transformation and Services - Jinan Zhongqitui Network Technology Co., Ltd. stands out for providing customized solutions for brand globalization, leading in three major marketing service areas [3] - Shandong Gongying Media Co., Ltd. focuses on digital transformation for enterprises, offering services like website design, search engine promotion, and social media marketing [4] - Both companies have established multiple branches across Texas, enhancing their service capabilities and industry coverage [4] Group 3: Marketing Trends and Strategies - The synergy between social media and independent websites is becoming increasingly evident, with brands effectively directing traffic from platforms like TikTok and Instagram to their independent sites [6] - Localized strategies are being deeply implemented, with leading companies going beyond simple language translation to understand cultural customs and consumer psychology [6] - Data analysis capabilities are becoming a core competitive advantage, allowing brands to track user behavior and optimize marketing decisions [6] Group 4: Future Innovations - The emergence of concepts like the metaverse and Web 3.0 is expected to bring more innovative possibilities for independent trade websites, including virtual showrooms and blockchain traceability [7] - The ranking reflects not only achievements but also the ongoing transformation and upgrading of China's foreign trade [7] - As more Chinese enterprises master the art of branding through independent websites, the international image of Chinese manufacturing is anticipated to undergo a significant transformation [7]

Core Viewpoint - The national industrial and information technology conference emphasized the need to consolidate the positive momentum of the industrial economy as the primary task for 2026, focusing on ten key areas of work, including increasing the supply of green products, trendy products, and products for the elderly, while promoting the "Artificial Intelligence + Manufacturing" initiative [1][3][16]. Group 1: Industrial Economy - The conference highlighted the shift from "promoting stable growth" to "consolidating a positive momentum" in the industrial economy, indicating a focus on quality improvement rather than just stability [3][19]. - It was noted that the industrial economy has shown resilience and vitality, with expected growth rates of 9% for telecommunications business volume and 12% for software business revenue [3][19]. - The emphasis on "consolidation" suggests a long-term strategy to enhance quality and efficiency, moving away from temporary stimulus measures [20]. Group 2: Supply and Demand - The conference plans to increase the supply of green products, trendy products, and products for the elderly, responding to market demand trends [5][20]. - The focus on domestic demand as a priority reflects a policy shift towards building a strong domestic market [5][20]. Group 3: Traditional and Emerging Industries - The conference outlined plans to enhance traditional industries through "intelligent empowerment" and to develop emerging industries such as integrated circuits, new displays, new materials, aerospace, low-altitude economy, and biomedicine [6][9][24]. - The transition from "digital empowerment" to "intelligent empowerment" indicates a deeper integration of intelligent technologies to drive efficiency and innovation in traditional industries [22]. Group 4: Artificial Intelligence and Manufacturing - The "Artificial Intelligence +" initiative is a key focus, aiming to promote the digital transformation of manufacturing and cultivate key industry intelligent entities and original intelligent enterprises [21][24]. - The conference aims to support new-generation intelligent manufacturing systems and enhance the industrial internet platform ecosystem [21][24]. Group 5: Quality Enterprises and Innovation - The conference emphasized the cultivation of high-quality enterprises, including "little giant" enterprises and manufacturing champions, while addressing issues like overdue payments to businesses [28][29]. - It was reported that by 2025, over 60,000 technology and innovation-oriented SMEs and 50,400 high-tech enterprises are expected to be cultivated [28]. Group 6: Low-altitude Economy and Communication - The conference highlighted the importance of the low-altitude economy, with plans to establish frequency development guidelines to support its growth [29][15]. - The integration of 5G technology into various sectors is expected to enhance the service capabilities of the information and communication industry [28][29].

记者丨 冉黎黎 编辑丨周上祺 12月25日至26日，全国工业和信息化工作会议在京召开，会议总结2025年和"十四五"时期工 作，分析把握新形势，研究"十五五"时期重点任务，并面向2026年部署十方面重点工作。 其中，"全力巩固工业经济稳中向好态势"是下一年工作的首要任务，明年将加大绿色产品、潮 品、适老产品等供给，系统培育中国消费品名品方阵。同时，推进"人工智能+制造"专项行 动，培育一批重点行业智能体、智能原生企业。 另外，本次全国工信会议对于传统产业、新兴产业、未来产业都做出了详细部署。 传统产业 方面，将推动"数智赋能"，新兴产业和未来产业方面，明年将打造集成电路、新型显示、新材 料、航空航天、低空经济、生物医药等新兴支柱产业，还将开展未来产业重点细分赛道创新任 务揭榜挂帅，完善具身智能、元宇宙等的创新发展政策。 巩固稳中向好态势居首位 会议强调，2026年要围绕实现"十五五"良好开局，聚焦重点、抓住关键，突出抓好十个方面重 点工作，其中居于首位的便是 "全力巩固工业经济稳中向好态势" 。记者注意到，去年全国工 业和信息化工作会议上，居于首位的重点工作表述为"全力促进工业经济平稳增长"。 从"促进平稳增 ...

21世纪经济报道记者冉黎黎 北京报道 12月25日至26日，全国工业和信息化工作会议在京召开，会议总结2025年和"十四五"时期工作，分析把握新形势，研究"十五五"时期重点任 务，并面向2026年部署十方面重点工作。 其中，"全力巩固工业经济稳中向好态势"是下一年工作的首要任务，明年将加大绿色产品、潮品、适老产品等供给，系统培育中国消费品名品 方阵。同时，推进"人工智能+制造"专项行动，培育一批重点行业智能体、智能原生企业。 另外，本次全国工信会议对于传统产业、新兴产业、未来产业都做出了详细部署。传统产业方面，将推动"数智赋能"，新兴产业和未来产业方 面，明年将打造集成电路、新型显示、新材料、航空航天、低空经济、生物医药等新兴支柱产业，还将开展未来产业重点细分赛道创新任务揭 榜挂帅，完善具身智能、元宇宙等的创新发展政策。 巩固稳中向好态势居首位 会议强调，2026年要围绕实现"十五五"良好开局，聚焦重点、抓住关键，突出抓好十个方面重点工作，其中居于首位的便是"全力巩固工业经 济稳中向好态势"。记者注意到，去年全国工业和信息化工作会议上，居于首位的重点工作表述为"全力促进工业经济平稳增长"。 从"促进平稳增长" ...

转自：大湾区之声 王先庆表示，大湾区消费市场有三大优势：宜居的气候区位、强大的产业基础提供高性价比商品、以及亲民完善的服务体系。 未来依托气候与产业的康养度假，以及以文旅带动多产业融合的新消费模式有望带来新的消费增长点。 展望未来，粤港澳大湾区正以其得天独厚的区位优势、扎实雄厚的产业根基与开放包容的创新生态，引领一场从"功能满 足"到"价值共鸣"的深刻消费变革。一个更具国际影响力、更富人文温度、更可持续的消费新高地，已在大湾区徐徐展开画卷， 持续为经济发展与美好生活注入澎湃动能。 2025年，粤港澳大湾区消费市场热潮涌动，焕发出多元蓬勃的新活力："国补+省补+市补"激活大宗消费换新热潮、"首店经 济""首发经济"引来全球品牌扎堆布局、跨境支付"一码通"让粤港澳三地消费无缝衔接……大湾区正以多元协同之力，打破消费 壁垒、丰富消费供给、升级消费体验，让"买买买"更具质感，让"逛吃游"更添乐趣。 广东白云学院应用经济学院院长王先庆在接受《"港"清楚》节目采访时表示，大湾区消费呈现四大趋势：一是数字消费向AI导 购、元宇宙等线上线下融合延伸；二是国潮时尚兴起，国内品牌受青睐；三是免签免税政策推动跨境消费增长；四是即时 ...

2025.12. 26 本文字数：1145，阅读时长大约3分钟 作者 | 第一财经 祝嫣然 今年，工业经济顶压前行、向新向优发展，展现强大韧性和活力。 12月25日至26日，全国工业和信息化工作会议召开。会议总结2025年和"十四五"时期工作，分析把 握新形势，研究"十五五"时期重点任务，部署2026年重点工作。 会上发布的数据显示，1-11月规模以上高技术制造业、装备制造业增加值同比分别增长9.2%和 9.3%，人工智能核心产业超过万亿元，新能源汽车出口突破200万辆。截至10月底5G基站总数达到 475.8万个，5G融入97个国民经济大类中的91个。 工信部预计，全年电信业务总量和软件业务收入分别同比增长9%和12%左右，数字产业业务收入同 比增长9%左右。 会议指出，2026年是"十五五"开局之年，要着力稳增长、强创新、促融合、优治理、防风险，推动 工业经济实现质的有效提升和量的合理增长，加快建设现代化产业体系，确保实现"十五五"良好开 局。 会议部署了2026年十个方面的重点工作，包括全力巩固工业经济稳中向好态势，持续提升产业链韧 性和安全水平，加快提升产业科技创新能力，优化提升传统产业，培育壮大新兴 ...

在产业结构优化方面，会议作出部署：一方面要优化提升传统产业。强化标准引领，推动设备更新、工 艺升级、数智赋能、管理创新。深入实施制造业卓越质量工程。打造一批服务型制造领军品牌。促进工 业与文旅融合发展。深入实施安全生产治本攻坚三年行动。另一方面要培育壮大新兴产业和未来产业。 打造集成电路、新型显示、新材料、航空航天、低空经济、生物医药等新兴支柱产业。支持人工智能攻 关。有序开展卫星物联网等新业务商用试验。创建首批国家新兴产业发展示范基地，建设一批创新型产 业集群。开展未来产业重点细分赛道创新任务揭榜挂帅，完善具身智能、元宇宙等的创新发展政策。加 强6G技术研发。 推进"人工智能+制造"专项行动 强创新方面，会议要求，2026年要攻克一批带动产业发展的核心技术，做强一批高水平制造业中试平 台，打造全国制造业中试服务网络。加快培育全国一体化技术市场，推进科技成果"先使用后付费"改革 试点。实施国家高新区新赛道培育行动，推动国家新型工业化示范区建设。优化国防科技工业布局。 促融合方面，会议要求，推动信息化和工业化深度融合。建设一批高质量行业数据集，形成一批重点行 业数字化转型场景图谱，创建高标准数字园区，深化中小企 ...

1、航母级创投"国家队"来了！ 国家创业投资引导基金正式启动，在国家层面由财政出资1000亿元，在区域基金及子基金层面，预计将撬动万亿级社会资 本参与。 集成电路、人工智能、量子科技、脑机接口、航空航天、氢能储能等战略性新兴产业和未来产业将是基金投资重点领域。 2、央行发布《中国金融稳定报告（2025）》指出，下一步， 证监会等相关部门将着力健全有利于"长钱长投"的制度政策环境，显著提高各类中长期资金 实际投资A股的规模和比例； 多措并举推动上市公司质量提升，加大监管力度，防范市场风险。 3、 上交所发布指引，支持正处于大规模商业化关键时期的商业火箭企业，适用第五套上市标准登陆科创板。 指引明确，商业火箭企业主营业务为"商业 火箭自主研发、制造和提供航天发射服务"，在申报时"至少实现采用可重复使用技术的中大型运载火箭发射载荷首次成功入轨的阶段性成果"。 1、 全国工业和信息化工作会议部署2026年十方面重点工作。 会议提出，深入整治"内卷式"竞争，坚决遏制低价低质量竞争； 支持人工智能攻关，有序 开展卫星物联网等新业务商用试验；完善具身智能、元宇宙等的创新发展政策，启动实施"宽带升级"专项。 2、 工信部表示 ...