调研中，李强与部分科技企业、深圳市政府有关部门负责人座谈交流。他强调，今年是"十五五"开局之 年，希望广大企业抢抓机遇、锐意创新，努力实现更大发展，为经济稳中向好注入强劲动能。各级政府 部门要加强协调配合，形成工作合力，各项工作能早则早抓紧抓实。要深化重点领域改革，提升服务效 能，优化营商环境，不断激发经济发展内生动力。 在深圳市，李强听取深港科技创新合作区规划发展等情况汇报，了解园区企业运用人工智能赋能新材 料、生物医药等领域研发进展，察看比亚迪公司新能源汽车展示。李强指出，科技创新是赢得未来的关 键所在。要强化企业创新主体地位，完善政策、资金、人才等支持，依托粤港澳大湾区优势集聚创新资 源，瞄准新兴领域和关键核心技术加强研发合作，取得更多突破性成果。李强来到深圳蛇口邮轮母港直 升机场和机器人谷，了解低空经济发展情况，观看机器人企业产品演示，细致询问企业技术转化应用、 产业集群发展等方面情况。李强指出，科技的生命在于应用，要进一步完善产业生态，培育拓展应用场 景，探索有效的经营模式，推动机器人、无人机等新技术新产品在扩大应用中加快迭代升级，更好赋能 千行百业、造福千家万户。 中共中央政治局常委、国务院总理李 ...

李强在广东调研时强调 厚植创新发展优势 勇立改革开放潮头 只争朝夕做好"十五五"开局之年工作 新华社广州1月5日电（记者邹伟）中共中央政治局常委、国务院总理李强1月3日至5日在广东调 研。他强调，迈入新的一年，要深入贯彻习近平总书记在中央经济工作会议上的重要讲话精神，紧紧围 绕推动高质量发展这个主题，牢记在全国发展大局中的使命，厚植创新发展优势，勇立改革开放潮头， 只争朝夕做好经济社会发展各项工作，奋力实现"十五五"良好开局。 在深圳市，李强听取深港科技创新合作区规划发展等情况汇报，了解园区企业运用人工智能赋能新 材料、生物医药等领域研发进展，察看比亚迪公司新能源汽车展示。李强指出，科技创新是赢得未来的 关键所在。要强化企业创新主体地位，完善政策、资金、人才等支持，依托粤港澳大湾区优势集聚创新 资源，瞄准新兴领域和关键核心技术加强研发合作，取得更多突破性成果。李强来到深圳蛇口邮轮母港 直升机场和机器人谷，了解低空经济发展情况，观看机器人企业产品演示，细致询问企业技术转化应 用、产业集群发展等方面情况。李强指出，科技的生命在于应用，要进一步完善产业生态，培育拓展应 用场景，探索有效的经营模式，推动机器人、无人机 ...

12月29日，平安产险南平中心支公司签下全省首单科技项目研发费用损失保险，为邵武某氟化工国家级 高新技术企业"降血糖药物中间体自主研发项目"提供1058万元风险保障。此举标志着平安产险福建分公 司在科技保险"全生命周期风险管理"领域通过市场化风险分担机制，成功为科技创新"最先一公里"注入 金融动能。 聚焦研发痛点，破解创新后顾之忧 科技项目研发费用损失保险直击高新技术企业核心风险——当研发因技术路线失误、小试失败或验收不 达标导致资金损失时，保险机制可及时补偿研发投入成本。 党的二十大报告明确提出"完善风险共担机制，加速科技成果转化"。作为福建省科技保险政策落地的主 力军，平安产险福建分公司始终以服务科技强国战略为己任，将科技保险作为服务实体经济、支持高水 平科技自立自强的重要抓手。 近年来，分公司持续联动总部开展"政策研究院"企业智库建设，深度参与福建省科技保险制度创新，在 福建金融监管局、福建省科技厅的指导下，切实围绕科技企业"基础研发-成果转化-产业化"全周期风 险，构建多层次科技保险产品体系。2025年，从晋江落地的全省首单关键研发设备保险，到龙岩光电企 业的科技产品质量保证保险，再到南平的科技项目研 ...

Group 1: Core Theme of High-Quality Development - The main goal of the "15th Five-Year Plan" period is to achieve significant results in high-quality development, emphasizing the need to adhere to new development concepts and enhance the contribution of technological innovation to economic growth [2][3] - The plan aims to promote economic quality transformation, efficiency transformation, and power transformation, ensuring sustainable high-quality development [2] Group 2: New Quality Productive Forces - The plan calls for seizing opportunities from the new round of technological revolution and industrial transformation, enhancing the overall effectiveness of the national innovation system, and promoting deep integration of technological and industrial innovation [3] - It emphasizes the importance of utilizing digital, green, and artificial intelligence technologies to upgrade traditional industries and foster the growth of emerging industries [3] Group 3: Economic System Reform - The plan highlights the need for comprehensive deepening of reforms to better leverage the role of economic system reform in driving high-quality development [4] - It advocates for the establishment of a market-oriented allocation system for production factors and emphasizes the importance of high-quality supply leading demand [4] Group 4: Domestic and International Dual Circulation - The plan aims to strengthen the domestic circulation and facilitate the dual circulation of domestic and international markets, focusing on activating the potential of the vast domestic market [5] - It stresses the importance of expanding domestic demand and maintaining a stable international trade environment to enhance economic resilience [5] Group 5: Green Transformation of Economic and Social Development - The plan emphasizes the need to adopt a green development approach, promoting carbon peak and carbon neutrality goals while enhancing ecological protection and pollution control [7] - It calls for the establishment of a comprehensive green low-carbon development mechanism and the promotion of green production and consumption practices [7] Group 6: Public Service Equalization - The plan outlines the need to improve the range and content of basic public services, aiming for equal access to services across different regions and populations [8] - It emphasizes the importance of addressing public service gaps and enhancing the overall quality of public services [8] Group 7: National Security and Social Stability - The plan underscores the importance of a comprehensive national security strategy and the modernization of the national security system to ensure social order and stability [9] - It highlights the need for risk prevention and the establishment of a robust legal and policy framework for national security [9] Group 8: Party Leadership and Governance - The plan stresses the necessity of maintaining the Party's comprehensive leadership as a fundamental guarantee for advancing modernization [10] - It calls for the implementation of the Party's innovative theories to unify thought and action, ensuring effective execution of major decisions [10]

Group 1 - The core viewpoint emphasizes the significant potential for cooperation between China and South Korea in emerging fields such as artificial intelligence, semiconductor displays, new energy vehicles, and biotechnology, driven by technological research and innovation [1][3] - The China-South Korea Business Forum was co-hosted by the China Council for the Promotion of International Trade and the Korea Chamber of Commerce and Industry, with over 200 business leaders from South Korea, including prominent figures from Samsung, SK Group, Hyundai, and LG attending [3] - TCL has established deep competitive and cooperative relationships with South Korean companies across its three core industries, including a multi-category presence in the smart terminal market and strategic partnerships in semiconductor displays and new energy photovoltaic sectors [3][4] Group 2 - TCL's collaboration with South Korean firms includes leveraging the China-South Korea Free Trade Agreement to deepen bilateral economic cooperation, utilizing industrial advantages to promote technological innovation, and optimizing regional supply chain layouts to enhance industrial resilience [5] - The upcoming 2026 Milan Winter Olympics will see TCL and Samsung collaborate as global partners, aiming to enhance the experience for athletes and global audiences through advanced technology and products [3][4]

Group 1: Innovation Achievements - Shandong Province has released ten major innovative achievements in strategic emerging industries such as high-end equipment, new energy, new materials, and biomedicine [1] - Shandong Energy Group has developed a "smart and efficient mining technology" that increases resource recovery rates by over 20% and generates direct economic benefits exceeding 100 billion RMB [2] - Shandong Steel Group has improved production efficiency by 28.6% and achieved a core indicator accuracy rate of 97.5% through technological innovations in high-strength steel production [2] Group 2: High-End Manufacturing and Green Mining - Shandong Heavy Industry Weichai Group has invested 120 million RMB to develop methanol engine technologies, achieving a world record thermal efficiency of 53.09% [3] - Shandong Gold Group has introduced a new green mining technology that enhances production capacity by 28% and reduces mining loss rates by 26% [3] Group 3: Digital Economy Integration - Shandong Expressway Group has implemented a "smart traffic" system that has improved traffic efficiency by over 30% through cloud toll systems and advanced monitoring technologies [4] - The group has also established a collaborative innovation platform with Shandong University, generating economic benefits exceeding 1 billion RMB [4] Group 4: Healthcare Innovations - Shandong provincial enterprises are focusing on core technology breakthroughs in the healthcare sector, with companies like Rushang Furida leading in the transparent hyaluronic acid industry and holding over 400 patents [6] - Hualu Group's Xinhua Pharmaceutical has built a high-end talent team and achieved over 95% automation in its core workshops, improving production efficiency by over 10% [6] Group 5: R&D Investment Growth - Shandong provincial enterprises have increased R&D investment from 25.57 billion RMB in 2020 to 52.91 billion RMB in 2024, with a compound annual growth rate of 20% [6] - The province has established 78 national-level R&D platforms and nurtured 808 technology-based enterprises, contributing to significant technological advancements [6]

近年来，三河市始终把科技创新作为高质量发展的核心引擎，紧扣京津冀协同发展战略，持续优化科创 生态，完善政策扶持体系，全力支持企业建设高水平创新平台，深化产学研协同创新，推动创新链、产 业链、资金链、人才链深度融合。截至目前，三河市省级创新平台数量稳步增长，覆盖新材料、高端装 备、大健康、工程技术等多个重点领域，获批省、市级研发平台总数位居廊坊市首位，形成了"培育一 批、认定一批、壮大一批"的良性发展格局，创新能级持续提升，成为驱动产业转型升级的核心载体。 三河市将持续强化精准服务与政策赋能，全力支持新获批省级技术创新中心和重点实验室建好平台、引 育人才，鼓励企业加大研发投入，加速科技成果转化应用。以省级创新平台为抓手，辐射带动更多企业 投身创新实践，为建设京津冀协同创新示范区、打造高质量发展标杆城市注入源源不断的科创动能。 来源：廊坊日报 近日，河北省科学技术厅公布了2025年新建省重点实验室和省技术创新中心名单，三河市创新驱动发展 再传捷报，亮克威泽工业涂料有限公司、河北华勘地质勘查有限公司成功获批省级技术创新中心，河北 燕达医院、华北科技学院顺利通过省级重点实验室认定。4家企业同步跻身省级高端创新平台，彰 ...

Core Viewpoint - China Shipbuilding Group's subsidiary, Wuchang Shipbuilding Industry Group, has officially signed contracts for the construction of 5 units of 1100TEU container ships and 4 units of 1800TEU container ships, marking a significant development in the shipbuilding sector [1][5]. Group 1: Project Initiation and Construction Model - Wuchang Shipbuilding has initiated preparatory work for this series of ships and will implement a phased construction model to ensure high-quality and timely delivery [3][7]. - The company has previously delivered a range of benchmark projects, including LNG-powered offshore vessels and methanol-powered ro-ro ships, demonstrating its capability in high-quality shipbuilding [3][7]. Group 2: Technological Innovation and Product Development - Wuchang Shipbuilding has strengthened its core competitiveness through technological innovation, with self-designed models such as the 1320TEU methanol dual-fuel container ship and the 1900TEU Bangkok-type container ship receiving Approval in Principle (AiP) certificates [3][7]. - The company is expanding its product line in the feeder container ship sector, focusing on green and intelligent shipbuilding technologies [3][7]. Group 3: Future Directions and Industry Collaboration - Wuchang Shipbuilding is also advancing in the oil and chemical tanker sectors, with self-designed vessels ranging from 7,000 to 29,000 deadweight tons receiving classification society certificates [4][8]. - The company aims to collaborate with shipowners, classification societies, and research institutions in areas such as technological innovation, green low-carbon initiatives, and smart manufacturing to build a safe, efficient, and resilient global shipping system [4][8].

Core Viewpoint - Under the backdrop of domestic and international monetary policy easing, foreign capital and southbound funds are expected to continue their net inflow trend, leading to a substantial improvement in the profitability of Hong Kong-listed companies, resulting in a market environment of rising profits and valuations [1] Group 1: Market Outlook - The fundamentals of the Hong Kong stock market largely depend on the domestic macroeconomic environment, with stable macro policies expected to maintain economic resilience and inflation likely to recover from low levels [2] - For 2026, the earnings growth forecast for major indices includes a 9.64% year-on-year increase in the Hang Seng Index, a 34.63% increase in the Hang Seng Tech Index, and a 9.9% increase in the Hang Seng China Enterprises Index [2] Group 2: Capital Flow - As of December 19, 2025, the market value of Hong Kong Stock Connect holdings accounted for approximately 13.1%, while international intermediaries held about 40.1%, indicating a net increase in domestic capital holdings compared to foreign capital [3] - From the beginning of the year to December 19, 2025, the cumulative net inflow into the Hong Kong stock market via Stock Connect reached HKD 1.4 trillion, a 74% year-on-year increase [3] - Cumulative net inflow from foreign capital into the Hong Kong market from early 2025 to December 17, 2025, was USD 17.689 billion, with expectations of a continued low interest rate environment encouraging further inflows [3] Group 3: Market Performance - As of December 19, 2025, the price-to-earnings ratio of the Hang Seng Tech Index was 23.1 times, an 11.91% increase from the end of 2024, indicating significant room for valuation recovery compared to historical highs [5] - The Hang Seng Tech Index's earnings per share increased by 9.58% compared to the end of the previous year, and its valuation is notably lower than other major global tech indices [5] Group 4: Investment Themes - The technology innovation theme is expected to be a major investment focus, with significant valuation recovery potential for the Hang Seng Tech Index and strong performance anticipated from leading companies [6] - In the context of supply-side reform, sectors such as steel, building materials, electrical equipment, and paper are expected to see improved supply-demand dynamics and rising profit margins [6] - Under the strategy of expanding domestic demand, sectors with growth potential and historically low valuations, particularly in service consumption and new consumption models, are expected to perform well [6]

Overall Market Performance - In 2025, the A-share market saw a significant increase, with the Shanghai Composite Index rising from 3351.76 points at the beginning of the year to 3968.84 points by year-end, reflecting an 18.4% year-on-year growth [4][18] - The total number of A-share listed companies reached 5469 by the end of 2025, with a total market capitalization of 123 trillion yuan, marking a 22.5% increase for existing companies compared to the previous year [4][18] - The average price-to-book ratio of A-share companies increased from 3.3 at the beginning of the year to 4.4 by year-end, indicating a steady rise in market valuation [4][18] Industry Performance - Technology-driven industries, particularly high-tech manufacturing and scientific research, experienced substantial market capitalization growth, with total market values increasing by 33.3% and 32.1% respectively [5][18] - Nearly half of the listed companies in manufacturing and scientific research sectors reported a return on equity (ROE) greater than 5%, providing a solid foundation for valuation support [5][18] - Private technology companies showed remarkable performance, with an overall market capitalization growth of 37.0%, increasing their share of the A-share market from 33.6% to 37.5% [5][18] Company-Specific Performance - The top 150 companies by absolute market capitalization growth included major players such as Agricultural Bank of China, Industrial Fulian, and Contemporary Amperex Technology, indicating strong performance across various sectors [20] - The financial sector, represented by companies like Agricultural Bank and Industrial Bank, played a significant role in the overall market growth, reflecting investor confidence in the banking industry [21] - Companies in the manufacturing sector, such as Industrial Fulian and Contemporary Amperex Technology, demonstrated significant market value increases, highlighting the sector's contribution to the overall market performance [21]