21世纪经济报道记者周慧 北京报道 "十年来，长江经济带优良水质比例从67%提升到96.5%，地区生产总值翻了一番多、占全国比重从42.2%提升到47.3%，实现了保护和发展的相互促进、相 得益彰。"王昌林表示。 图：发布会现场 拍摄：周慧 王昌林还表示，十年来，横贯东西、承接南北、通江达海的优势在长江经济带持续释放，开放长江活力更加澎湃。长江水系高等级航道由0.8万公里增加到 1.1万公里，干线港口货物吞吐量增长71%、达到42亿吨、稳居世界内河第一。推进高水平对外开放，中欧（亚）班列、西部陆海新通道高质量建设，沿江9 个自贸试验区联动发展。 1月5日，国新办举行新闻发布会介绍长江经济带发展十年工作进展和成效，国家发展改革委副主任王昌林表示，十年来，科技创新和产业创新在长江经济带 加快融合，创新长江动能更加强劲。 "我们坚持把科技创新作为主动力，持续推进上海（长三角）国际科技创新中心和武汉、成渝地区区域科技创新中心建设，积极培育壮大新兴产业和未来产 业。"王昌林表示，长江经济带创造出"人造太阳"亿度千秒运行、靶向抗癌药等一批处于世界先进水平的科技成果，涌现出DeepSeek、宇树科技等一批具有 国际竞争力的 ...

Market Performance - The A-share market experienced a significant increase, with the Shanghai Composite Index recovering above 4000 points, closing at 4011.45, up 1.07% [1] - The Shenzhen Component Index rose by 1.87% to 13777.32, while the ChiNext Index increased by 2.15% to 3272.07 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 16357.79 billion, with over 4000 stocks rising [1] Sector Highlights - The insurance sector led the market, with stocks like New China Life Insurance rising over 8%, reaching a historical high [3] - The insurance industry reported a total premium income of 57629 billion for the first 11 months of 2025, a year-on-year increase of 7.6% [3] - The semiconductor sector saw a collective surge, with stocks like Jiangbolong rising over 14% due to a worsening DRAM supply shortage, with contract prices expected to rise by up to 50% in Q1 2026 [3] - The innovative drug sector was active, with stocks like Guanhao Bio hitting the daily limit, supported by the approval of 76 innovative drugs in 2025, a historical high [3] Analyst Insights - CITIC Securities highlighted that balancing external and internal demand will be a major expectation for 2026, suggesting a trend towards taxing external demand and subsidizing internal demand [4] - Huatai Securities noted that overseas Chinese stocks' performance positively impacts investor sentiment, although geopolitical issues may create short-term volatility [4] - CITIC Jiantou indicated that post-holiday, investor risk aversion is easing, leading to a more active search for opportunities, with a high probability of continued upward trends in A-shares [4]

Core Viewpoint - The petrochemical industry is transitioning from a traditional, low-quality production model to a high-quality, innovative, and green development approach, driven by policy guidance and market demand [2][15]. Group 1: Policy Guidance - The industry is moving away from "involution" and towards high-quality development, as indicated by national policies during the 14th Five-Year Plan, which emphasize supply-side structural reforms and balance between supply and demand [3][15]. - Capital expenditure in the basic chemical sector decreased by 9.07% year-on-year in the first three quarters of 2025, with 24 out of 33 sub-industries experiencing a decline [3][15]. - The number of ongoing projects in the basic chemical sector fell by 14.18% year-on-year, indicating a shift in the industry towards improved supply-demand dynamics [3][15]. Group 2: Green Transformation - The industry is redefining its image from "high pollution" to a green and sustainable sector, exemplified by the first domestic carbon footprint accounting for bio-based benzene, which has gained international recognition [7][18]. - A rigorous approach to green development has led to the establishment of a standardized carbon footprint accounting system, enhancing the credibility of green certifications for bio-based chemical products [7][18]. Group 3: Innovation Drive - The petrochemical sector is becoming a key player in technological innovation, focusing on high-end materials and fine chemicals, which are expected to lead global growth despite some slowdown in traditional product segments [8][19]. - The industry is addressing demand gaps in key supply chains, supporting enterprises in core technology breakthroughs, and fostering the development of innovative products [11][20]. - Notable advancements include breaking the import monopoly of core materials for photovoltaic adhesive films and accelerating the domestic production of materials needed for 5G communications [11][20]. Group 4: Future Outlook - The petrochemical industry is evolving into a provider of high-end new materials, a practitioner of green low-carbon initiatives, and a pioneer in technological innovation, moving away from traditional expansion models towards quality enhancement [12][20]. - Investors can capitalize on the industry's upward trend through the Petrochemical ETF (159731) and related funds, which track the petrochemical industry index, highlighting key sectors such as refining and trade, chemical products, and agricultural chemicals [21].

Core Viewpoint - The article discusses the significant changes in China's capital market and "hard technology" development since the establishment of the Sci-Tech Innovation Board (STAR Market) over seven years ago, highlighting its role in supporting technological innovation and providing a favorable investment environment [3]. Group 1: Overview of the Sci-Tech Innovation Board - As of January 5, 2026, the number of listed companies on the Sci-Tech Innovation Board reached 600, with a total market capitalization exceeding 10 trillion yuan, and IPO and refinancing funds raised exceeding 1.1 trillion yuan [3][5]. - Over 80% of the listed companies are from emerging industries such as new-generation information technology, biomedicine, and high-end equipment manufacturing, with an average R&D intensity maintained above 10% [3][5]. - The Sci-Tech Innovation Board has over 100 listed ETFs, with a total scale of over 310 billion yuan for related index tracking products [3]. Group 2: Impact on Companies - Companies listed on the Sci-Tech Innovation Board have experienced significant growth, with a compound annual growth rate (CAGR) of 19% in revenue and 8% in net profit over the past five years [5][6]. - The board has facilitated a balanced match between policy supply and industry demand, helping companies like Zhongwei achieve multi-channel financing and enhance market recognition [4][8]. - The board's inclusive and adaptive system has allowed companies to overcome uncertainties in technology innovation and capital returns, providing solid support for national strategic goals [4][6]. Group 3: Characteristics of the Sci-Tech Innovation Board - The Sci-Tech Innovation Board exhibits "three highs and one strong" characteristics: high "new" content, high "science" content, high "gold" content, and strong institutional adaptability [7]. - The board has introduced innovative systems and continuously optimized them, serving as a "testbed" for capital market reforms [7]. - Companies like Ailis have benefited from the board's inclusive policies, achieving rapid development post-listing [7]. Group 4: Sector-Specific Developments - The semiconductor industry has become a core focus, with 127 listed companies on the Sci-Tech Innovation Board, accounting for 60% of the total A-share semiconductor companies [11]. - These semiconductor companies have a combined market value of 5 trillion yuan, with a revenue increase of 25% year-on-year in the first three quarters of 2025 [11][12]. - The board has supported semiconductor companies through direct financing, high-quality mergers and acquisitions, and talent retention strategies [12]. Group 5: Biomedicine Sector Growth - The Sci-Tech Innovation Board has become a major listing venue for biomedicine, with nearly 120 companies and a total market value of 1.75 trillion yuan [13]. - The board has implemented policies to support unprofitable biotech companies, enhancing their financing flexibility [13][14]. - Biomedicine companies listed on the board have significantly contributed to the development of innovative drugs, with 14% of new drugs approved in China originating from these companies [14][15].

2026年首个交易日，A股、港股喜迎开门红，其中，港股互联网、港股创新药、港股芯片硬科技的 表现尤为惊艳。热门ETF方面，重仓互联网龙头的港股互联网ETF（513770）跳空高开，强势大涨超4% 突破年线；高弹性港股通创新药ETF（520880）强势走高现涨逾4%；全市场首只聚焦"港股芯片"产业链 的港股信息技术ETF（159131）场内价格涨逾3.5%。 银河证券认为，2026年港股总体有望震荡上行。国内外货币政策宽松背景下，外资和南向资金均有 望继续保持净流入趋势。在加快科技创新、新一轮供给侧改革、扩大内需等利好政策带动下，港股上市 公司盈利水平有望实现实质性提升，市场将迎来盈利与估值均上涨的格局。行情主线方面，在"十五 五"时期科技自立自强水平大幅提高的目标下，科技创新将是港股投资的一大主线。港股科技估值修复 空间仍大，龙头业绩有望呈现高景气特征。中信证券表示，AI依然是港股互联网板块估值上行的核心 催化。 港股互联网ETF（513770）及其联接基金（017125）被动跟踪中证港股通互联网指数，重仓阿里巴 巴-W、腾讯控股、小米集团-W等互联网龙头，前10大持仓汇聚AI云计算、大模型+各领域AI应用公 ...

值得关注的是，跟踪中证港股通互联网指数的港股通互联网ETF基金（基金代码：520910，认购代码： 520913）今日重磅发行，重仓阿里巴巴-W、腾讯控股、小米集团-W、快手-W、美团-W等互联网龙 头，汇聚AI云计算、大模型+各领域AI应用公司，龙头优势显著。 银河证券认为，2026年港股总体有望震荡上行。国内外货币政策宽松背景下，外资和南向资金均有望继 续保持净流入趋势。在加快科技创新、新一轮供给侧改革、扩大内需等利好政策带动下，港股上市公司 盈利水平有望实现实质性提升，市场将迎来盈利与估值均上涨的格局。 2026年A股首个交易日（1月5日），港股互联网板块高开后持续强势，港股科网龙头多数上涨，快手狂 飙逾12%，哔哩哔哩涨超5%，贝壳、平安好医生、第四范式等齐涨。 行情主线方面，在"十五五"时期科技自立自强水平大幅提高的目标下，科技创新将是港股投资的一大主 线。港股科技估值修复空间仍大，龙头业绩有望呈现高景气特征。中信证券表示，AI依然是港股互联 网板块估值上行的核心催化。 中金指出，近期在美联储降息预期升温和国内年底结汇高峰推动下，人民币兑美元升值加速。特朗 普"大重置"下，美国货币配合财政，认为美元 ...

Core Viewpoint - The company is committed to leveraging innovation and sustainable development in the fine chemical materials sector, focusing on lithium-ion battery materials, daily chemical materials, and specialty chemicals as core businesses [1][2]. Group 1: Strategic Goals - The company aims to achieve its "integrated + global" strategic objectives while adhering to the principles of "green chemistry, circular economy, and intelligent manufacturing" for high-quality sustainable development [1]. - By 2025, the company plans to achieve significant milestones in global supply chain layout through continuous R&D breakthroughs, reinforcing its foundational role in the national economy [1]. Group 2: Innovation and R&D - The company believes that the next five years will mark a new growth cycle for the lithium battery and energy storage industry, with high-level technological innovation being the core driver for seizing industry opportunities [2]. - The company will maintain high levels of R&D investment and deepen its integrated innovation model across "fields, products, and technologies" to accelerate the industrialization of cutting-edge technological achievements [2]. Group 3: Global Expansion - The company intends to expand its market share in key regions such as North America, Europe, and Southeast Asia, while establishing overseas R&D and production bases to achieve synergy between capacity deployment and localized services [2]. - The company aims to enhance its international competitiveness by integrating global high-quality innovation and industrial resources, thereby strengthening the global reputation of "Chinese materials" [2]. Group 4: Future Vision - The company is committed to deepening its core business, increasing technological innovation, and expanding its global industrial footprint while embracing the capital market [3]. - The company envisions empowering global industrial upgrades through material innovation and aims to create a new blueprint for high-quality development in the upcoming "14th Five-Year Plan" [3].

中青报·中青网记者 朱娟娟来源：中国青年报 2026年01月05日 03版 本报武汉1月4日电（中青报·中青网记者 朱娟娟）1月4日，湖北省科技创新大会在武汉举行，湖北省政 府授予312项（人）科学技术奖励。中国科学院院士、武汉大学教授龚健雅和中国工程院院士、华中科 技大学教授丁烈云获科学技术突出贡献奖。 本次授奖项目中，围绕湖北省"51020"先进制造业产业集群，一批创新成果涌现。比如，"复杂行驶环境 下智能汽车感知与决策控制关键技术"在东风汽车、上汽通用五菱等车型实现产业化应用；"月面国旗耐 太空极端环境技术"有力支撑探月任务；"主动脉瘤/夹层治疗技术与产品"累计救治患者超3万人次；"长 粒优质食味籼稻"培育出了5个新品种，推广应用2000万亩。 会议当天，12位"科学之星"代表走上百米红毯铺就的"星光大道"。他们中，既有带领团队突破电子制造 装备关键技术的华中科技大学教授尹周平、用科技筑起防灾减灾"智慧长城"的中国地质大学教授唐辉明 等多位新晋院士，也有培育出世界首例无刺鱼的华中农业大学教授高泽霞等新生代青年科学家。这是湖 北省科技厅第7年举办"科学家走红毯活动"。 ...

中信建投指出，元旦假期结束后，投资者避险情绪缓解，资金行为有望从此前的观望转向积极寻找机会 的新阶段，A股延续上行趋势继续演绎春季攻势的概率较高。结构上，一方面，全国财政工作会议偏积 极的宏观政策定调，以及26年国补方案对消费情绪的提振，继续为顺周期板块创造估值修复环境。另一 方面，科技创新，发展新动能仍是"十五五"规划下国内高质量转型的重点，叠加海外偏宽松环境，国内 基本面空窗期带来的风险偏好提振下，科技成长仍将是最终引领本轮躁动行情突破的胜负手。 股票频道更多独家策划、专家专栏，免费查阅>> 早盘，A股三大指数高开后震荡走高，截至发稿，沪指涨0.88%，报4003.91点，深成指涨1.51%，报 13729.44点，创业板指涨1.83%，报3261.66点，科创50指数涨3.22%，报1387.44点。沪深两市合计成交 额11480.45亿元，全市场近4000只个股上涨。保险股领涨，脑机接口、医疗器械、半导体题材活跃。 | 名称 | 涨跌幅 ▼ | | --- | --- | | 脑机接口指数 | 8.21% | | 保险精选指数 | 5.76% | | 医疗器械精选 | 5.24% | | 存储器指数 ...

日前，从河南能源集团化工新材料公司(以下简称化工新材料公司)所属的永城园区传来捷报：5万吨/年 合成气生物发酵制无水乙醇项目全流程顺利打通，成功产出优质无水乙醇与生物蛋白。"这一突破性成 果，不仅为化工产业低碳化、绿色化转型发展开辟了新路径，更标志着化工新材料公司在科技创新赋能 产业升级的征程上迈出了里程碑式的一步。"河南能源集团副总经理、化工新材料公司董事长孙广建表 示。 面对全球产业竞争加剧与转型压力，化工新材料公司努力"当好煤基化工和硅碳新材料产业发展领军 者"，以科技创新为核心驱动力，从关键技术突破、深化技改赋能、成果转化落地等多维度发力，促进 了传统优势产业转型升级。 攻坚核心技术 铸就产业"硬支撑" "关键领域的技术创新与应用，是提升产业链韧性的有力抓手。"孙广建说，化工新材料公司聚焦产业链 关键环节技术瓶颈，以河南能源集团"一院四中心"科创体系为支撑，通过"揭榜挂帅"深化产学研合作， 实现多项核心技术突破。 其自主研发的乙二醇高效催化剂已应用于国内9套合成气制乙二醇工业装置，成为国内外唯一能适配5种 乙二醇生产工艺的供应商，产品销量稳居世界前列，不仅为企业内部降低采购成本，更通过外部销售斩 获丰 ...