对机构与个人投资者来说， "十五五规划"不再只是新闻里的几个关键词，而是未来几年产业方向、 政策支持和资金流向的 导航图 。 用 Alice 选基，把国家战略变成投资组合 Wind金融终端输入命令" FF " 点击基金-多维数据-" 基金索引（ FF） "。 // 从政策语言到选基语言 // 传统做 "规划主题基金池"，往往要先看文件、拆方向，再回到终端里一条条设条件、反复调参—— 过程清楚，但很耗精力。 "十五五"时期（2026–2030 年），被明确为迈向 2035 年基本实现社会主义现代化的关键五年。官方 建议里已经划出了一条很清晰的主线： Alice 选基做了两件事： 1）一句话需求，系统自动"翻译"指标 你可以直接用 "人话"提需求，比如：" 如何提前布局十五五规划基金 " ， 在这句话背后，系统会自 动拆解出一组可执行条件，如 一带一路、粤港澳大湾区、雄安新区、高 端制造 、人工智能、量子 科技等 相关主题并给出候选基金列表。 2）给出可调整的量化边界 "稳一点""不要太集中的行业"这些模糊表达，会被映射为： · 特定的基金类型 ; · 特定的主题分类； · 合理的区间收益 /最大回撤条件； 你可 ...

Core Points - The Hainan Railway Company is advancing the Zhanhai High-speed Railway project, aiming for completion and operation during the "14th Five-Year Plan" period, which is crucial for connecting Hainan Free Trade Port with the mainland [1] - The Zhanhai High-speed Railway is part of the national "Eight Vertical and Eight Horizontal" high-speed railway network, serving as a key rapid transit route that enhances regional transportation connectivity [1][2] - The project is expected to create a modern comprehensive transportation framework that facilitates efficient internal circulation on the island and smooth external connections, thereby upgrading Hainan Free Trade Port to a significant regional transportation hub [2] Project Development - The Zhanhai High-speed Railway will link key areas in Guangdong and Hainan, filling the gap of direct high-speed rail connection between Hainan Free Trade Port and the mainland [1] - The project is supported by a dedicated task force established by Hainan Railway to ensure effective implementation and address challenges during the development process [1] - The railway aims to foster resource sharing and industrial collaboration between Hainan and the Guangdong-Hong Kong-Macao Greater Bay Area, promoting a development ecosystem characterized by complementary advantages and collaborative growth [2]

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is experiencing positive market movement, with a 1.34% increase in stock price and a total market capitalization of 23.658 billion yuan, indicating strong investor interest in the company [1]. Company Overview - Shenzhen Yantian Port's main business includes the development and operation of terminals, cargo handling and transportation, construction and operation of supporting transportation facilities, and warehousing and industrial facility management [2]. - The company is a significant player in the port industry, which is closely linked to the national and regional economic trade development, benefiting from the "dual circulation" development pattern [2]. - The actual controller of the company is the State-owned Assets Supervision and Administration Commission of the Shenzhen Municipal People's Government [2]. - As one of the world's highest single-port container throughput terminals, Yantian Port is expected to benefit from the development of the Guangdong-Hong Kong-Macao Greater Bay Area [2]. Financial Performance - As of September 30, 2025, Yantian Port achieved an operating income of 616 million yuan, a year-on-year increase of 0.49%, and a net profit attributable to shareholders of 1.071 billion yuan, up 6.66% year-on-year [7]. - The company's revenue composition includes 59.49% from port cargo handling and transportation, 30.11% from highway tolls, and 10.41% from warehousing and other services [6]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 10.42% to 71,800, with an average of 44,079 circulating shares per person, a decrease of 9.44% [7]. - The company has distributed a total of 7.458 billion yuan in dividends since its A-share listing, with 2.015 billion yuan distributed in the last three years [8]. Market Position - Yantian Port is positioned within the transportation sector, specifically in shipping ports, and is part of various concept sectors including RCEP, port transportation, and the Xiong'an New Area [6].

资料显示，小漠港二期工程于 2025 年 1 月 8 日进入主体施工阶段，预计 2027 年底投产运营，核心规划 围绕泊位改造与新建、强化业务兼容性展开。项目投产后，小漠港整体将具备百万辆汽车装卸能力，将 助力深圳构建汽车 "产供销、内外贸、上下游" 一体化发展体系，为国产汽车出海提供经济便捷的物流 通道。 洋浦中远特运公司作为中远海特旗下特种运输企业，其业务资源与小漠国际物流港滚装业务发展需求的 契合度高，有利于充分发挥双方在港口运营与特种运输领域的协同效应，为小漠国际物流港打造粤港澳 大湾区东部门户港提供精准的战略支撑。产业资源整合：打通"港口+航运"协同闭环 12月8日晚，盐田港（000088.SZ）发布全资子公司增资引入战略投资者公告。广东盐田港深汕港口投资 有限公司（以下简称"深汕港口投资公司"）以非公开协议增资方式引进战略投资者——洋浦中远海运特 种运输有限公司（以下简称"洋浦中远特运公司"），合计投资金额为 25,847.60 万元，其中首次增资 14,709.50 万元，后续根据项目进度按持股比例增资11,138.10 万元。 洋浦中远特运公司是中远海特（600428.SH）全资子公司，此次引 ...

Group 1 - The core viewpoint is that Zhuhai is shifting its development strategy from "scale expansion" to "advantage forging," aiming to accelerate its industrial economy to reach a trillion-level scale by the end of the 14th Five-Year Plan, with a target of per capita GDP exceeding that of moderately developed countries [1][2] - During the 14th Five-Year Plan, Zhuhai achieved a per capita GDP of approximately 178,700 yuan, ranking second in the province, with a population growth rate that was the highest in the province [1] - Industrial investment in Zhuhai increased by nearly 60% compared to the 13th Five-Year Plan period, and public school enrollment in basic education rose by over 50% [1] Group 2 - Zhuhai plans to integrate intangible resources from Hong Kong and Macau with its tangible resources to enhance its role as a tourism hub in the Guangdong-Hong Kong-Macau Greater Bay Area, including the development of the Zhuhai West cruise project and the establishment of a "duty-free + new retail" consumption demonstration zone [1] - The city aims to promote cross-border education, elderly care, and medical services, positioning itself as a benchmark for the Greater Bay Area while advancing the construction of the Hong Kong-Zhuhai-Macao metropolitan area [1] - Zhuhai will continue to promote the deep integration of industrial innovation, technological innovation, and application scenario innovation, aiming to build a strong manufacturing city and implement projects to strengthen industrial chains and empower enterprises [2]

Core Viewpoint - Shenzhen Yantian Port Co., Ltd. is a key player in the port industry, with significant potential for growth due to its strategic location and the development of the Guangdong-Hong Kong-Macao Greater Bay Area [2][6]. Company Overview - Shenzhen Yantian Port's main business includes the development and operation of terminals, cargo handling and transportation, and the construction and operation of port-related transportation facilities [2][6]. - The company is primarily engaged in port cargo handling and transportation, terminal construction project management, and management of toll highways, customs supervision warehouses, and other port-related storage operations [2][6]. - The company is controlled by the Shenzhen Municipal Government's State-owned Assets Supervision and Administration Commission [2]. Financial Performance - As of September 30, 2025, Yantian Port achieved operating revenue of 616 million yuan, a year-on-year increase of 0.49%, and a net profit attributable to shareholders of 1.071 billion yuan, up 6.66% year-on-year [7]. - The company has distributed a total of 7.458 billion yuan in dividends since its A-share listing, with 2.015 billion yuan distributed in the last three years [8]. Market Position and Trends - Yantian Port is one of the highest single-port container throughput terminals globally and is expected to benefit from the development of the Greater Bay Area [2]. - The company holds a 35% stake in Caofeidian Port Group Co., Ltd., which positions it to benefit from the development of the Xiong'an New Area [2]. Shareholder Information - As of September 30, 2025, the number of shareholders reached 71,800, an increase of 10.42% from the previous period, with an average of 44,079 circulating shares per person, a decrease of 9.44% [7].

综合整治"内巷式"竞争 规范地方政府和企业行为 OK 海日報 ECONOMIC DAILY 2025年 中国经济热词 智能 今年是中国式现代化进程中具有重要意义的一年，我国经济运行总体平稳、稳中有进，新质生产力稳步发展，改革开放迈出新步伐，重点领域风险化解取 得积极进展，民生保障更加有力，社会大局保持稳定。回眸2025年，一起来盘点中国经济热词↓ 继"互联网+"之后,我国对数字经济进行又 一次战略部署。今年8月，国务院印发《关于 深入实施"人工智能+"行动的意见》，以六 大行动八大支撑赋能新质生产力发展, 为人工 智能发展按下"加速键" 人工智能领域 要占领先机、赢得优势 促进民营经济健康发展、 高质量发展 0 14 濟 取 2025年 中国经济热词 IF 2 5 IFF 上開封天 66 0.99 深日報 CONOMIC DAILY 2025年 中国经济热词 . "印尼 66 今年以来，"国补"资金按计划陆续下达、 个人消费贷款迎来财政贴息 …… 一系列真金 白银的政策加力提振消费，让消费者得到更 多实惠、市场获得更强动能 惠民生、促消费、增后劲 OF 海 海 取 2025年 0 中国经济热词 s经济促进法 ...

Core Insights - The article emphasizes the rapid development of the Guangdong-Hong Kong-Macau Greater Bay Area's airport infrastructure, highlighting the construction of a world-class airport cluster as a key driver for economic growth and global connectivity [1][5]. Group 1: Airport Developments - Guangzhou Baiyun International Airport's T3 terminal and fifth runway are now operational, with a projected annual passenger capacity of 140 million and cargo capacity of 600,000 tons, positioning it among the world's leading airports [2]. - Shenzhen Airport has launched its 60th international passenger route, restoring its international flight capacity to pre-pandemic levels, with an expected annual passenger throughput of over 65 million by 2025 [2]. - Hong Kong International Airport has seen a significant increase in passenger volume, reaching 44.7 million in the first three quarters of the year, while its cargo volume reached 3.67 million tons [2]. Group 2: Collaborative Efforts - The construction of the airport cluster is supported by a strategic cooperation framework agreement between the Civil Aviation Administration of China and the Guangdong provincial government, aimed at optimizing airport layouts and enhancing collaborative development [3]. - The Greater Bay Area is developing a multi-layered airport network with distinct functions, where Hong Kong focuses on international connectivity, Macau on links with Portuguese-speaking countries, Shenzhen on high-tech industries, and Guangzhou as a national hub [4]. Group 3: Economic Impact - The Greater Bay Area's economic output is projected to reach 14.79 trillion yuan in 2024, with foreign trade expected to account for nearly one-fifth of the national total, indicating a strong demand for enhanced transportation and logistics capabilities [6]. - The ongoing airport expansions are expected to significantly increase the region's airport runway density, potentially making it one of the highest in the world, thereby accelerating the realization of a world-class airport cluster [3]. Group 4: Future Outlook - Experts believe there is substantial growth potential for air traffic demand in the Greater Bay Area, driven by GDP, population growth, and innovation in various industries [8]. - The development of a modern integrated transportation system that connects air, road, and rail networks is essential for enhancing the region's global competitiveness and reducing transportation vulnerabilities [8].

12月8日，龙湖摘得深圳市光明区A627-0268宗地，进一步拓展在粤港澳大湾区版图。 南方+记者 周中雨 该地块位于光明核心区域公明中心区，距离6号线红花山站约300米，距离13号线新庄站约900米。其所属板块整体居住氛围较好，地块周边教育资源丰富， 涵盖公明中学、公明中英文学校、光明高级中学、光明区第二中学、深圳理工大学明珠校区等各级学校。地块周边还有红花山体育中心、光明区少年儿童图 书馆、公明广场、红花山公园、楼村湿地公园等众多市政休闲配套。大仟里购物中心、光明人民医院西院区等商业、医疗配套亦离地块较近。 据了解，自2014年正式进入粤港澳大湾区以来，龙湖在大湾区已经成功开发包括深圳御湖境、广州天奕、佛山江与城、珠海天澜等36个项目。 据悉，龙湖此次摘得的地块总用地面积20523.78㎡，建筑面积63623㎡，容积率3.1。 ...

经济日报广州12月7日讯（记者杨阳腾、喻剑）日前，广州白云机场T3航站楼运行满月，并交出了一份 亮眼的"满月答卷"。数据显示，11月白云机场累计接送旅客732万人次，同比增长12.56%。 依托"五条跑道+三座航站楼"超大规模格局，白云机场在国际航线密度、洲际直达能力等维度实现跨越 式提升，作为中国南方前往非洲、中东的"第一门户"地位愈发稳固。未来，白云机场还将进一步深耕东 南亚、南亚、中东、澳新、非洲等市场，与共建"一带一路"国家、《区域全面经济伙伴关系协定》其他 成员国新开及加密航线，并向欧洲、北美、南美航点覆盖。 截至12月2日，白云机场今年累计接送旅客7652万人次，已超2024年全年旅客吞吐量。其中，国际旅客 达1584万人次,同比增长19.01%。 白云机场是我国三大全方位门户复合型国际航空枢纽之一。《粤港澳大湾区发展规划纲要》明确提出建 设世界级机场群，白云机场以T3航站楼投运为支点，为这幅"世界级机场群图景"补上了关键拼图。随着 T3航站楼启用，白云机场新增的跑道和航站楼资源推动了大湾区航线网络从"广覆盖"向"高密度、高质 量"升级，迎来客流与航线的双丰收。 在今年冬春航季，白云机场每周客运航 ...