记者丨崔文静 实习生张长荣 编辑｜ 巫燕玲 政策锚定方向： "十五五"下的科技与新质生产力主线 2025年，中国股市延续修复行情。高盛数据显示，A股和H股年内分别实现约16%和29%的回 报，自2022年底各自周期低点以来，累计反弹幅度已扩大至30%和75%。 高盛在最新报告中预测，到2027年底中国股市仍有38%的上涨空间。这一判断主要基于三方 面因素：一是企业盈利逐步修复，预计2026年和2027年盈利增速分别为14%和12%；二是估 值存在约10%的温和修复潜力；三是市场回报的驱动正从此前的估值修复转向盈利兑现与温 和的市盈率扩张。 资金层面，此前股票资产配置偏低的国内资金正在加速入场。据高盛数据，今年以来南向资 金持续流入，年化规模已达1800亿美元，远超2024年的1040亿美元，创下历史纪录。同时， 在超额储蓄与温和杠杆的支撑下，个人投资者也在增加股票配置。 外资情绪亦出现回暖迹象。全球对冲基金已逐步提高对中国市场的风险敞口，其净敞口从年 初的6.8%上升至11月底的7.8%。与此同时，新兴市场及亚洲区域共同基金对中国市场的低配 幅度也在小幅收窄。 高盛表示，中国市场具备可投资性。报告指出，全球经 ...

"数字中国建设峰会是数字领域盛会，更是成果展示的重要平台。"华为中国政企营销总监张志成表示， 华为已连续八届参会，全面参与主论坛、体验展等活动，展示数字技术与基础设施领域最新成果，2026 年华为将扩大参展规模。 南网传媒品牌科技（广州）有限公司温志鹏也表示，公司连续多届参会并开展系列交流活动，收获广泛 认可，期待2026年再聚福州。 新华三集团解决方案专家张文春介绍，作为峰会"老朋友"，企业通过这一国家级平台充分展示技术实 力，深化上下游合作，同时精准把握数字中国建设政策导向与行业趋势，与伙伴共探技术发展方向。 本报讯 （记者刘晓一）12月24日，第九届数字中国建设峰会招展招商推介会在深圳举行。政府部门、 龙头企业、行业协会等嘉宾代表齐聚一堂，共探数字经济发展新机。 福州市数据管理局相关负责人介绍，福州作为数字中国建设最早实践地，20多年来持续推进"数字福 州"建设，将其作为高质量发展的基础性先导性工程，积极融入国家数字经济创新发展试验区建设，集 中力量发展数字经济。 一组数据见证了"数字福州"的蝶变：全市数字经济规模从2018年的2800亿元增长至2024年的超7900亿 元，连跨5个千亿元大关，占GDP ...

Group 1 - The core viewpoint of the article highlights the recognition and achievements of Xiechuang Data Technology Co., Ltd., which has received multiple honors for its solid operational quality, governance, and growth expectations [1] - Xiechuang Data achieved a revenue of 8.331 billion yuan in the first three quarters of 2025, representing a year-on-year growth of 54.43%, with a net profit attributable to shareholders of 0.698 billion yuan, up 25.30% [1] - The company’s third-quarter revenue reached a record high of 3.387 billion yuan, with a net profit of 0.266 billion yuan, marking the highest figures since its listing [1] Group 2 - AI-related business is identified as the core engine driving the company's performance growth, with smart computing product and service revenue reaching approximately 1.221 billion yuan in the first half of 2025, a 100% increase year-on-year [2] - The company plans to invest up to 9 billion yuan in server procurement for cloud computing services, with a total planned investment of approximately 12.2 billion yuan in server purchases this year [2] - Xiechuang Data has established strategic collaborations with Guangwei Technology and Guangjia Technology, aiming to develop optical chip and module projects, thereby enhancing its position in the market [2] Group 3 - Looking ahead, the company aims to lead with high-quality corporate governance while deepening its focus on intelligent IoT and computing services, leveraging technological innovation to enhance its industrial ecosystem [3]

从发布的数据来来看，数字经济行业最赚钱，数字经济产业从业人员收入待遇优厚。记者梳理发现，在公布的不同职业人群中，工资价位排在前三位的均 为数字经济产业从业人员。工资价位指企业从业人员在报告期内的工资水平，包括基本工资、奖金、津贴和补贴、加班加点工资和特殊情况下支付的工资 等，它在一定程度上体现了劳动力市场价格水平。本次发布的企业从业人员工资价位主要包括不同职业从业人员工资价位、不同行业技能人才工资价位、 部分数字职业从业人员工资价位，数据基于2024年度企业职工工资数据，采用加权方法处理,工资价位按10%、25%、50%、75%、90%等五个分位值发 布。 12月23日，江苏省人社厅发布2024年度人力资源市场工资价位。 在不同职业从业人员工资价位中，金融服务人员以分位值90%313227元排在第一位。 表 1 分职业中类企业从业人员工资价位 (2024年) 单位:元/年 | 职业中类 | | | 分位值 | | | | --- | --- | --- | --- | --- | --- | | | 10% | 25% | 50% | 75% | 90% | | 科学研究人员 | 47330 | 73500 ...

Group 1 - The digital economy is a crucial engine for developing new productive forces and seizing competitive advantages in development [1] - Shandong Province has made significant strides in digital economy development, with the digital economy supporting a substantial portion of the province's economic structure during the 14th Five-Year Plan period [1] - A comprehensive policy framework has been established, including the first local regulation on digital economy and over 700 supportive policies targeting emerging industries such as artificial intelligence and quantum information [1] Group 2 - During the 14th Five-Year Plan, Shandong has developed 50 national and provincial strategic emerging industry clusters, with a total scale exceeding 3.66 trillion yuan [2] - The artificial intelligence sector in Shandong has surpassed 100 billion yuan, with over 1,100 key enterprises and 29 registered generative AI services [2] - Shandong is actively promoting future industries and has designated cities like Jinan and Qingdao as pilot areas for data industry development [2] Group 3 - Shandong has established the first national digital transformation promotion center for small and medium-sized enterprises, leading the nation in the number of digital leading enterprises and industrial internet platforms [3] - In agriculture, initiatives like "Qilu Agricultural Supermarket" and "Qilu Agricultural Cloud" are driving the digital transformation of the entire agricultural supply chain [3] - The province's online retail sales reached 807.76 billion yuan from January to November 2025, with rural online retail sales growing by 12.4% [3]

南都讯 记者李竹 通讯员穗社科宣 日前，广州市社会科学院2025年度重大课题成果发布会举行。本次发 布会以"奋进'十五五' 实现新突破"为主题，集中发布了《中国式现代化的广州内涵与创新探索》等13项 具有重要理论与现实意义的重大课题成果。 广州市社会科学院党组书记、院长张跃国在致辞中指出，本年度重大课题成果主题鲜明、质量扎实、整 体均衡， 课题均深深植根于中国式现代化广州实践的沃土，紧密聚焦现代化建设与高质量发展的现实 需求。 多项成果在理论建构、实践总结和政策设计方面实现了重要突破，标志着决策研究工作正从一 般性的经验总结，稳步迈向创新性政策创制和体系化理论建构的新阶段。 张跃国表示，重大课题工作已成为系统性提升智库能级的核心抓手。 广州市社会科学院要持续将重大 课题研究置于突出位置，不断积淀更深的学术底蕴、更厚的实践积累、提出更实的对策建议，推动重大 课题的思想分量、价值含量与对策质量实现新的跃升。 2025年是实施"十四五"规划的关键之年，也是谋划"十五五"发展的起步之年。广州市社会科学院紧扣时 代脉搏、立足广州实际，从39个候选选题中凝练确立了《中国式现代化的广州内涵与创新探索》、《人 工智能驱动下广 ...

12月23日，以"正阳先锋.e企向新：人工智能浪潮下互联网科技与文化的融合创新"为主题的2025北京市 东城区互联网行业发展主题活动成功举办。 北京市委互联网企业工委副书记张爱军表示，东城区互联网企业"科技+文化"特色鲜明，东城区互联网 行业党委在行业党建品牌建设、党建引领互联网行业发展等方面成效显著，坚持推动党建与业务深度融 合，有力引领行业治理和企业健康发展。"正阳先锋.e企向新"入选2025年全市新兴领域"党建强发展 强"品牌，为全市互联网行业提供了有益借鉴。 北京市东城区委常委、宣传部部长王智勇表示，东城区作为首都功能核心区，历史文化底蕴深厚，资源 要素高度集聚，发展动能强劲。我们积极拥抱互联网，大力发展数字经济，努力培育适合互联网新经 济、新业态发展的沃土，打造驱动高质量发展的"新引擎"。本次活动既是一次成果展示，更是一次交流 盛会，诚挚邀请全市互联网企业和各方嘉宾多来东城走一走、看一看，感受核心区的文化魅力与创新活 力。 活动现场，东城区委网信办主任王雪发布东城区网络安全和数字素养云展厅，通过云端漫游的方式传递 网络安全知识，提升全民数字素养。现场发布了"正阳先锋.e企向新"东城区互联网行业党建品 ...

12月24日，申菱环境涨0.24%，截至发稿，报66.50元/股，成交16.85亿元，换手率12.73%，总市值 176.92亿元。申菱环境股价已经连续3天上涨，区间累计涨幅17.04%。 责任编辑：小浪快报 永赢数字经济智选混合发起A（018122）基金经理为王文龙。 截至发稿，王文龙累计任职时间2年260天，现任基金资产总规模50.87亿元，任职期间最佳基金回报 57.13%， 任职期间最差基金回报-16.7%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓申菱环境。永赢数字经济智选混合发起A（018122）三季度持有 股数333.43万股，占基金净值比例为5.93%，位居第七大重仓股。根据测算，今日浮盈赚取约53.35万 元。连续3天上涨期间浮盈赚取3227.62万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 资料显示，广东申菱环境系统股份有限公司位于广东省佛山市顺德区杏坛镇高新区顺业东路29号，成立 日期2000年7月3日，上市日期2021年7 ...

Core Viewpoint - In 2025, Chinese internet companies have become significant players in the real estate market, actively investing in properties and land despite a generally sluggish market, driven by both business needs and broader aspirations [2][3][14]. Group 1: Major Transactions - Alibaba and Ant Group invested 7.2 billion HKD (approximately 925 million USD) in a commercial office building in Hong Kong, marking the largest office transaction in the region since 2021 [3]. - JD.com announced an investment of approximately 3.473 billion HKD in part of the China Construction Bank Tower in Hong Kong, covering an area of about 11,202 square meters [3]. - These two transactions together account for about 30% of the total large transactions in Hong Kong's Grade A office market for the year [3]. Group 2: Domestic Investments - JD.com commenced construction on its Nanjing R&D center project with a total investment of 3.5 billion CNY and a building area of approximately 274,000 square meters [4]. - Douyin Group acquired a plot in Guangzhou for 1.214 billion CNY, planning to develop a new headquarters focused on a "technology town" [6][7]. Group 3: Expansion of Internet Companies - Internet companies, including smaller firms like Hometown Interactive and Yanju Network, are also investing in real estate, with Hometown Interactive purchasing property in Shenzhen for 107 million CNY [7]. - Yanju Network has made two real estate purchases this year, totaling over 3.1 billion CNY, to establish its global headquarters [7]. Group 4: New Landmarks and Headquarters - JD.com is developing significant projects in multiple cities, including a 10 billion CNY investment in a comprehensive center in Shanghai, expected to be completed by 2027 [10]. - ByteDance is establishing new headquarters in Shenzhen and Hangzhou, with investments of over 2 billion CNY and 2.7 billion CNY respectively, contributing to the digital economy in these regions [11]. Group 5: Economic Impact and Trends - The trend of internet companies investing in real estate is part of a broader "headquarters economy" strategy, which aims to drive local economic growth and attract talent [14][19]. - Cities are actively promoting the establishment of internet company headquarters to stimulate economic transformation and growth, with a significant increase in the market size of the headquarters economy projected [19][20].

Group 1 - The core viewpoint of the news is that Jingxing Paper has shown a significant increase in stock price and trading activity, indicating positive market sentiment and investor interest [1][2]. - As of December 24, Jingxing Paper's stock price rose by 2.10% to 5.36 CNY per share, with a total market capitalization of 7.905 billion CNY [1]. - The company has experienced a year-to-date stock price increase of 35.35%, with a recent 6.35% rise over the last five trading days [1]. Group 2 - Jingxing Paper's main business involves the production and sale of industrial packaging paper, cardboard, and various types of household paper, with revenue composition being 70.02% from raw paper, 14.39% from household paper, 6.72% from cardboard, and 2.93% from recycled pulp board [1][2]. - For the period from January to September 2025, Jingxing Paper reported a revenue of 4.197 billion CNY, reflecting a year-on-year growth of 3.64%, while the net profit attributable to shareholders decreased by 18.33% to 40.8615 million CNY [2]. - The company has a total of 181,300 shareholders as of September 30, which is an increase of 93.45% compared to the previous period [2]. Group 3 - Jingxing Paper has distributed a total of 286 million CNY in dividends since its A-share listing, with 29.6064 million CNY distributed over the past three years [3].