本届论坛将继续致力于为各方提供交流平台，促进政商沟通和贸易投资合作；将充分发挥与进博会同期 举办的独特优势，进一步促进"展""会"融合联动，放大综合效应。 据了解，9月26日起，第八届虹桥论坛公开注册正式启动。(完) （文章来源：中国新闻网） 中新网上海9月29日电(李秋莹)第八届虹桥国际经济论坛(简称虹桥论坛)将于2025年11月5日至10日在国 家会展中心(上海)举办。作为促进全球开放、完善全球经济治理的国际公共产品，虹桥论坛始终以开放 的视角观察发展大势，为建设开放型世界经济和构建人类命运共同体凝聚全球共识。日前，虹桥论坛秘 书处发布"八大亮点"，抢先剧透今年的精彩看点。 据悉，第八届虹桥论坛将以"开放共创新机遇合作共享新未来"为主题。论坛围绕"重振多边合作""数智 赋能""绿色和可持续发展""更加开放的中国"四个板块设置25个分论坛及多场闭门会，既探讨宏观顶层 设计，又关注行业前沿实践。全球治理倡议、"全球南方"群体性崛起、世界贸易重构、产供链韧性、人 工智能、绿色产业、数字经济、科技创新、银发经济等议题广受关注。 本届论坛将继续汇聚超过400位政府及国际组织代表、商业精英、顶尖学者等发言嘉宾，近万名 ...

9月29日，安阳钢铁（600569）集团有限责任公司2025年度第五期绿色科技创新债券、君信融资租赁 （上海）有限公司2025年度第一期智善科技创新定向资产支持证券（优先级）相继发行，标志着2025年 前三季度科技创新债券（含科技创新公司债券和科创票据，以下统称"科创债"）发行圆满落幕。 作为服务科技创新与实体经济深度融合的关键融资载体，2025年前三季度，中国科创债市场在政策引导 与市场需求的双重推动下，不仅实现发行规模同比增长超七成的量级增长，更在主体结构、产品创新、 二级市场活力等多维度全面升级，呈现"规模扩容、结构优化、效能提升"的强劲发展态势。 新规落地促发行 从作为发展直接融资的重要抓手，到肩负引导各类创新要素向企业集聚的使命，再到朝着更适配科技创 新需求的方向迭代，科创债的快速发展始终离不开政策的有力支撑。 5月7日，中国人民银行、中国证监会联合发布关于支持发行科创债有关事宜的公告，从丰富科创债产品 体系和完善科创债配套支持机制等方面，对支持科创债发行提出多项重要举措。随后，沪深北证券交易 所和交易商协会跟进发布细化举措，共同形成支持科创债发行的"组合拳"（以下简称"科创债新政"）。 在此之后， ...

Group 1 - The A-share market has seen a steady increase in new stock listings this year, with a total of 76 new IPOs as of September 29, 2023, which is 8 more than the same period last year, raising a total of 75 billion yuan, surpassing the total for the entire year of 2024 [1] - The majority of new listings are concentrated in sectors such as power equipment, automotive, electronics, and machinery, with power equipment leading with 16 new stocks [1] - The trend of "quantity and quality" improvement in A-share IPOs is attributed to the registration system reform, which has made the review process more transparent and efficient, facilitating the flow of capital towards technology innovation [1][2] Group 2 - Over 90% of newly listed companies this year are technology-related, with the technology sector now accounting for over 25% of the A-share market capitalization, significantly higher than the combined market cap of banking, non-bank financials, and real estate [2] - Regulatory bodies have introduced a series of policies to support technology innovation, including the reintroduction of the fifth set of listing standards for the Sci-Tech Innovation Board, expanding its scope to include more advanced technology fields [2] - As of September 29, 2023, 186 companies have had their IPO applications accepted, a significant increase compared to 98 for the entire year of 2024, with many coming from the semiconductor, healthcare, automotive, and electronics sectors [2] Group 3 - "Hard technology" companies are gaining traction in the capital market, while "pseudo-technology" companies are being kept out by regulatory measures [3] - Recommendations to prevent the listing of "pseudo-technology" companies include establishing quantitative standards for technology attributes, enhancing information disclosure regulations, and increasing penalties for fraudulent activities [3] Group 4 - The pace of A-share IPOs is expected to gradually accelerate while maintaining relative stability in the market [4]

Group 1 - In 2024, Beijing has over 2,400 AI-related companies, with a core industry scale of nearly 350 billion yuan, ranking first in the country [1][5] - The number of high-value invention patents per 10,000 people in Beijing reached 159.8, which is 11 times the national average, maintaining the top position nationwide [3][5] - The total transaction value of technology contracts exceeded 915.33 billion yuan, continuing to lead the nation [3][5] Group 2 - Beijing has been recognized as a global innovation hub, ranking first in the "Nature Index - Research Cities" for eight consecutive years, with 431 highly cited scientists [3][4] - The R&D expenditure intensity remains around 6%, with basic research funding accounting for approximately 16% [3][4] - The number of national high-tech enterprises and specialized "little giant" companies ranks first among cities in China [3][4] Group 3 - The city has established three trillion-level industrial clusters in new-generation information technology, technology services, and healthcare [5][6] - In 2024, the added value of high-tech industries in Beijing reached 1.49 trillion yuan, a 56.9% increase compared to 2020 [5][6] - The added value of the digital economy surpassed 2.2 trillion yuan, growing by 53.1% [5][6] Group 4 - Beijing's talent pool exceeds 8 million, with a talent density of over 70%, and nearly half of the national academicians are located in the city [6][7] - The city has established a collaborative mechanism for talent, education, and enterprises to support innovation [6][7] - Over the past three years, Beijing has added 220 urgently needed majors in AI and integrated circuits, aligning academic programs with industry needs [6][7] Group 5 - Beijing has built 1,475 municipal enterprise technology centers, covering high-tech industries comprehensively [8] - The city has successfully nurtured over 10,000 specialized and innovative enterprises, with total revenue exceeding 1 trillion yuan [8] - R&D investment in high-tech manufacturing industries increased from 21.19 billion yuan to 30.36 billion yuan from 2021 to 2023 [8] Group 6 - Beijing is implementing various reforms to enhance its innovation ecosystem, including the establishment of an integrated leadership group for education, technology, and talent [9][10] - The city has set up eight industry investment funds with a total scale of 100 billion yuan to stimulate innovation [9][10] - Beijing has expanded its international cooperation, establishing the first national headquarters cluster for international technology organizations [9][10]

2025.09.29 2024年，广东经济总量实现了新的突破，地区生产总值达14.16万亿元，总量连续36年稳居全国首位， 占全国经济总量的10.5%，是全国经济稳定发展的重要支撑。广东服务业增加值、进出口总额、地方一 般公共预算收入、国内税收收入、金融机构本外币存贷款余额、市场经营主体、研发经费支出、区域创 新综合能力等多项指标继续稳居全国首位。 本文字数：1733，阅读时长大约3分钟 作者 |第一财经 林靖 科技研发对经济发展的推动作用日益凸显。其中，区域创新作为国家创新的重要组成部分，是实现创新 驱动发展、破解当前经济发展中突出矛盾的基础支撑。 国家统计局、科学技术部和财政部29日联合发布的《2024年全国科技经费投入统计公报》显示，2024 年，全国共投入研究与试验发展（R&D）经费36326.8亿元，比上年增加2969.7亿元，增长8.9%；研究 与试验发展（R&D）经费投入强度（与国内生产总值[2]之比）为2.69%，比上年提高0.11个百分点。 分地区看，研究与试验发展（R&D）经费投入超过2000亿元的省（直辖市）有6个，分别为广东 （5099.6亿元）、江苏（4597.5亿元）、北京（327 ...

第三，科技企业并购重组更加活跃。"并购六条"发布以来，上市公司积极谋划并购重组，实现转型升级 和产业整合。目前，我们注意到，沪深上市公司披露资产重组的一共有1400余单，同比增长超过40%， 其中重大资产重组170余单，同比增长超过220%。尤其在这当中，战略性新兴产业的上市公司披露资产 重组约650单，其中重大资产重组超过80单。我们也看到，一批案例已经顺利落地。比如，科技型上市 公司进行产业整合、收购优质未盈利科技资产等这些案例都已经落地。 第四，私募股权创投基金支持科技创新持续发力。注册制改革以来，有九成的科创板、北交所上市公 司，还有超过半数的创业板上市公司，都获得过私募股权创投基金的投资，"投早、投小、投长期、投 硬科技"这样的市场生态逐步形成。私募股权创投基金投向战略性新兴产业的规模和占比持续提升，目 前在投项目超过了10万个，在投本金超过了4万亿元。 第五，债券市场直接融资作用不断凸显。目前，交易所债券市场已经成为科技企业直接融资的一个重要 渠道，科创债累计发行1.2万亿元，其中2024年一共发了539只，发行规模0.61万亿元，同比也是增长了 64%，募集资金主要投向半导体、人工智能、新能源、 ...

新华社广州9月29日电 记者手记：创业赛里有活力有机遇 新华社记者张晓洁、黄浩苑 金秋时节，广东佛山，粤港澳大湾区创业大赛全国总决赛及相关活动近日在这里举办。经过初赛、复赛，150个创业项目从全国报名参赛的 7146个项目中脱颖而出，进行全国总决赛角逐。 粤港澳大湾区创业大赛全国总决赛及相关活动现场。新华社记者张晓洁 摄 立足产业发展前沿觅商机。数据显示，活动期间，促成创业项目与投资机构达成意向投资25.1亿元。 记者见到医药健康与生物制造赛道选手、医克生物行政总裁兼联合创始人金侠时，他刚收获一笔来自川商基金6000万元的意向投资。"我们的 参赛项目聚焦艾滋病等传染病及多种癌症治疗。我们将用好资金，加快推动产品商业化。"金侠说。 这家企业的创业孵化载体香港科技园公司有关负责人此次也来到大赛现场。"我们搭建了一个高度专业化的平台，为生物医药公司在临床前及 早期临床阶段提供全方位支持。医克生物就是平台的受益者之一。"香港科技园公司创新发展总监简依雯说，希望能为大赛中更多优秀创业项目提 供支持，助力科技创新与产业发展。 这是我国创业生态的生动缩影。从资本"输血"到孵化"育苗"，每一个创业项目背后，无不需要资金、场地 ...

Group 1 - The report highlights that from September 24, 2024, to September 19, 2025, major A-share indices have outperformed global markets, with the Shenzhen Composite Index, CSI 300, and Shanghai Composite Index rising by 61.7%, 40.13%, and 38.97% respectively [12][14][15] - The report indicates that the overall risk-return profile of the market has significantly improved, with the volatility of the Wind All A Index at a near 15-year low, enhancing the attractiveness of investments and facilitating a positive cycle of wealth effect in the stock market [12][23][25] - The report notes that the capital market's comprehensive reform has deepened, transitioning from a "financing market" to an "investment market," with regulatory measures promoting dividend behaviors among listed companies [28][29][32] Group 2 - The report states that macroeconomic policies have effectively improved the fundamentals and market expectations, with three main directions: "unburdening" local debt risks, "promoting circulation" of the national economy, and "seeking development" through the cultivation of new productive forces [3][40][42] - The report emphasizes that the focus on "anti-involution" policies has become a crucial tool for breaking the downward spiral of prices, with industrial production data indicating a trend towards price recovery [3][40][41] - The report highlights that consumer confidence is gradually recovering, with significant year-on-year growth in retail sales of various categories, driven by new policies [3][40][41] Group 3 - The report indicates that the export sector remains resilient, with a year-on-year increase of 4.4% in exports and a 3.1% increase in total imports in August, reflecting a strong performance against non-U.S. markets [4][48][51] - The report discusses the financial sector's performance, noting a trend of weakening social financing and credit, while M1 showed high growth and M2 remained stable, indicating a need for recovery in financing demand from the real economy [4][48][49] - The report mentions that the proportion of stock investments by insurance companies has steadily increased, with public funds also showing significant growth in A-share market investments, indicating a shift towards long-term investment strategies [34][35][36]

在会议上，徐基清简要介绍了中国五矿的发展战略和经营情况。据介绍，中国五矿为保障我国资源供应 而生，伴随改革开放发展壮大，成立75年来，坚持立矿业报国之志、扛矿业强国之责，始终以保障国家 金属矿产资源供给与安全为己任。2025年上半年，中国五矿与青海省共同组建中国盐湖集团 （000578），青海盐湖工业股份有限公司也成为新加入中国五矿的第九家控股上市公司。中国五矿 把"资源"作为第一战略，把"科技创新"作为核心动力，全面推进向高端化、智能化、绿色化发展。中国 五矿高度重视控股上市公司价值创造和价值实现，坚持做负责任、讲诚信、有温度的大股东，以价值引 领发展，更好回报投资者。下一步，中国五矿将进一步提升上市公司质量，优化投资者回报机制，提高 投资者关系管理水平，在"十五五"新征程上，以新作为开拓新境界，以新担当践行新使命，以新奋斗铸 就新辉煌。 中国冶金科工股份有限公司、中国五矿集团有限公司、盐湖股份（000792）、株洲冶炼集团股份有限公 司、中钨高新（000657）材料股份有限公司、五矿发展（600058）股份有限公司、五矿新能源材料（湖 南）股份有限公司、五矿资本（600390）股份有限公司 、五矿地产有限 ...

证券研究报告｜基金配置周报 2025 年 09 月 29 日 科创板或迎"硬核玩家" ，GPU 国产化之路再添强心针 【20250922-20250928】 ◼ 市场回顾：上周权益市场主要指数涨跌不一，科创 50 涨幅最 | | 大，上涨 6.47%；债券市场长短端利率均有不同程度的下行， | 大同证券研究中心 | | --- | --- | --- | | | 其中十年期国债下行 1.42BP，一年期国债下行 0.75BP,长短端 | 分析师：杨素婷 | | | 期限利差走势不一，其中长端期限利差有所走阔；基金市场中 | 执业证书编号： | | | 偏股基金指数和二级债基指数均周度收涨，中长期纯债基金指 | S0770524020002 | | | 数和短期纯债基金指数均周度收跌；申万 31 个行业跌多涨少， | 邮箱：yangst@dtsbc.com.cn | | | 消费医药板块进一步下探。 | | | ◼ | 权益类产品配置策略： | 地址：山西太原长治路 111 号山 | | ➢ | 事件驱动策略：（1）摩尔线程"88 天 IPO 过会"，可关注： | 西世贸中心 A 座 F12、F13 | | | ...