此外，在能力提升方面突出"精准滴灌"。《若干措施》聚焦数字经济技术、管理能力有效提升，定制化 开展专业能力培训；实行数字经济企业家培育导师制度，创新性开展数字经济领域经营管理领军人才认 定，选聘知名企业家担任导师，为新生代企业家提供经营管理指导咨询。 "数字经济是济南的优势所在，更是潜力所在。为更好地赋能济南市数字经济产业高质量发展，增加数 字经济人才有效供给，我们研究制定了《济南市关于加强数字经济人才发展的若干措施(试行)》。"徐 磊介绍，《若干措施》围绕数字经济人才引进、能力提升、服务优化等主要环节，提出了12条具体举 措，主要有四个突出特点： 徐磊表示，一是在人才引进方面突出"高精尖缺"。《若干措施》聚焦大模型、生成式人工智能、网络安 全等紧缺产业需求，坚持高端人才引领、国内国外并举，吸引集聚高层次数字经济人才。通过编制池保 障、项目资助等多种方式，加大对数字经济高端人才、顶尖人才以及首席数据官等领军型人才引进力 度。深化"揭榜挂帅"机制，吸引国内外数字经济领域工程师、创客团队等定向攻关、来济创业。 其次，在人才培育方面突出"校企联动"。《若干措施》聚焦校地融合发展，持续支持校企共建现代产业 学院、公共 ...

Core Viewpoint - Jinan has introduced specialized policy measures to strengthen talent development in four key sectors: digital economy, youth technology, senior talent, and seed industry, aiming to enhance the precision and effectiveness of talent support policies [1][2][3] Group 1: Talent Development Focus - The policies emphasize targeted strategies to meet the differentiated needs of various talent groups, enhancing the precision and support of talent policies [1] - The digital economy talent development focuses on strengthening the entire talent cultivation chain to better empower industrial growth [1] - The youth technology talent initiative aims to support young innovators and accelerate their growth in Jinan [1] - The senior talent initiative encourages experienced professionals to leverage their expertise in service of economic and social development [1] - The seed industry talent initiative is centered on reinforcing Jinan's position as a "Northern Seed Industry Capital" by attracting and retaining key talent [1] Group 2: Policy Innovation and Industry Alignment - The policies incorporate moderate innovation and highlight industry characteristics, integrating existing talent support measures from various sectors [2][3] - Adjustments include relaxing age limits for senior talent classification and including key agricultural roles in talent recognition [2] - The youth talent program will assess their involvement in major national and provincial tasks as part of innovation platform performance evaluations [2] Group 3: Systematic Coordination and Evaluation - The policies focus on industry needs and aim to enhance the alignment between talent policies and industrial demands [3] - Initiatives include establishing digital technology engineer training bases and supporting long-term funding for outstanding young researchers [3] - A systematic approach is adopted for policy implementation, including regular evaluations and feedback mechanisms to optimize talent policies continuously [3][4] Group 4: Overall Talent Strategy and Recognition - Jinan's talent strategy is part of a broader initiative to maintain a competitive edge in attracting talent compared to similar cities [4] - The city has been recognized as a top talent-friendly city, ranking 11th nationally and first in the province for talent attraction [4] - Continuous policy innovation is seen as crucial for the ongoing development of Jinan's talent landscape, reflecting the city's commitment to valuing and attracting talent [4]

Core Viewpoint - Jinan has introduced special policy measures to strengthen talent development in four specific areas: digital economy, youth technology, senior talent, and seed industry [1] Group 1: Youth Technology Talent - Jinan has developed measures to attract, cultivate, retain, and utilize youth technology talent, consisting of five parts and fifteen specific actions to address key issues in their growth and development [3] - The city will focus on 13 emblematic industrial chains and 34 key industrial chains to support youth entrepreneurship, providing one-time funding of 500,000 yuan (approximately 70,000 USD) to around 10 outstanding young entrepreneurs annually [4] - Jinan plans to host at least 100 high-quality promotion and roadshow events for youth technology talent over the next three years, using a "fund + project + talent" model to facilitate connections with capital, industry, and market [4] Group 2: Research and Innovation Support - The city will ensure that at least 60% of key municipal research projects are led by youth talent, creating a closed-loop training model that emphasizes responsibility, support, and results [5] - Jinan aims to organize no less than 50 "challenge and lead" activities for youth technology innovation within three years, allowing talented youth to take the lead on significant tasks to expedite the transformation of innovative results into productive forces [4][5] - The city will regularly hold youth technology talent salons, innovation forums, and cross-industry exchange meetings to build a growth ecosystem for youth technology talent [6]

6月5日上午，上海市政府新闻办举行发布会，会上上海市商务委员会副主任周岚表示，本届上交会将以 开展更专业的展示，提供更完善的创新生态，形成更丰富的溢出效应为目标，呈现以下三个方面特点： 一是突出服务国家战略，优化展区设置。聚焦商用密码技术作为数字经济安全底座以及制造业智能化、 数字化转型领域发展成果，设立商用密码与数智制造展区，展示密码与人工智能、区块链、低空经济等 融合发展的新风口。服务"海洋强国"战略，推动上海国际航运中心建设，首次设立智能海洋工程与装备 展区，展示智能海工装备、深远海勘探、海上风电、绿色航运等领域研发成果。顺应技术贸易绿色化发 展趋势，设立绿色能源与储运展区，展示氢能、风能、核能、潮汐能等绿色能源技术及能源储运领域创 新成果。聚焦扩内需促消费战略，首次设立消费与商业科技展区，推出一批融合性商业新场景、颠覆性 消费新技术、引领性消费新产品。(智通财经) ...

Group 1 - The core viewpoint of the news is the successful completion of the China-ASEAN Free Trade Area (FTA) 3.0 negotiations in 2024, which symbolizes a deepening cooperation and lays a solid foundation for future joint development [1][3]. - The FTA 3.0 version includes nine new chapters focusing on digital economy, green economy, and economic and technological cooperation, reflecting the rapid advancement of regional economic integration and the unprecedented expansion of cooperation areas [5]. - China and ASEAN have been each other's largest trading partners for several consecutive years, with a trade volume approaching 7 trillion RMB in 2024, accounting for 15.9% of China's total foreign trade, highlighting the economic complementarity and the significant achievements of the FTA [5]. Group 2 - The deepening economic cooperation with ASEAN holds profound strategic significance for China, creating a large market covering over 2 billion people, which stabilizes China's exports and global trade [7]. - The young population and rising middle class in Southeast Asia present substantial market potential, providing opportunities for Chinese technology and products, such as Huawei's 5G technology and China's high-speed rail and C919 aircraft [7]. - The FTA 3.0 implementation will facilitate smoother trade, investment, and personnel exchanges, expanding cooperation space in the Southeast Asian market, which is expected to be a highlight of global economic growth over the next 20 years [7][8].

Group 1: Macro Insights - The "Big Beautiful Bill" passed by the US House of Representatives is expected to increase the net deficit by at least $3 trillion over the next decade, with a focus on extending and making permanent tax cuts from the 2017 Tax Cuts and Jobs Act while increasing spending in defense and border security [2][3][6] - The short-term economic impact of the bill is limited, with a potential slight boost to economic growth in the coming years, but it is unlikely to accelerate the growth trend [7] - The projected deficit rate, even under optimistic scenarios considering tariff revenues, is expected to remain around 6.5% [5][7] Group 2: Digital Economy and Technology - The digital transformation implementation plan for the electronic information manufacturing industry aims to enhance core digital technologies, promote integrated digital transformation, and solidify a diversified transformation foundation [11][12] - The plan includes 15 typical scenarios and emphasizes a collaborative mechanism involving government guidance and market leadership to expand the depth and breadth of digital upgrades in the electronic information sector [12] - The focus on digital transformation is expected to strengthen the internal growth momentum of the electronic information manufacturing industry and enhance its capacity to support the digital transformation of other sectors [12] Group 3: ESG Strategies - The ESG screening strategy for central state-owned enterprises yielded an excess return of 1.23% in May, with a Sharpe ratio of 6.92 and an absolute return of 3.24% [17][19] - The strategy effectively identified stable stocks within central state-owned enterprises, outperforming both pure central state-owned and pure ESG strategies [19] - The overall performance of ESG strategies indicates a robust ability to manage risks while enhancing returns, with cumulative returns significantly higher than the broader market indices [19][20] Group 4: Chemical Industry - Brent and WTI oil prices averaged $64.0 and $60.9 per barrel in May, respectively, with expectations of fluctuating between $60 and $70 per barrel due to supply and demand dynamics [30][32] - The chemical industry is anticipated to see structural opportunities driven by domestic economic stimulus policies, despite ongoing global trade tensions [32] - The report highlights the importance of monitoring global trade disputes and OPEC+ production policies as key factors influencing the chemical sector's performance [32]

Group 1 - The core strategy of Hainan Huatech is to advance its internationalization and globalize its existing business by planning to issue S-shares and list on the Singapore Exchange [1][2] - As of March 2025, Hainan Huatech has signed contracts for computing power services amounting to 6.67 billion yuan, with asset delivery exceeding 900 million yuan [1] - The company is deepening strategic cooperation with key enterprises in the computing power industry, focusing on investments in computing equipment and the DeepSeek ecosystem [1] Group 2 - Hainan Huatech aims to leverage the advantages of the Hainan Free Trade Port to expand its digital and international business, targeting Southeast Asia for growth [2] - The listing on the Singapore Exchange is expected to enhance the company's international recognition and attract global clients and partners [2] - The strategic move to establish a computing power network in Southeast Asia is seen as a way to influence regional digital infrastructure standards and promote cross-border payment in RMB [2] Group 3 - The trend of Chinese companies seeking cross-border financing through listings in Singapore is gaining attention, as the market offers a stable and transparent operating environment [3] - Singapore's flexible capital market and policy advantages, including simplified listing processes and tax incentives, make it an attractive destination for internationalizing Chinese enterprises [3]

Group 1 - The core viewpoint of the news highlights the increasing trend of fund managers investing in newly launched floating rate funds, indicating a shift in investment strategies within the mutual fund industry [1][1]. - Xingsheng Global Fund announced a plan to invest 20 million yuan in its newly launched Xingsheng Global Hexi Mixed Securities Investment Fund, which is one of the first floating rate funds [1]. - China Europe Fund also reported a 10 million yuan investment in its floating rate fund, committing to hold the investment for no less than three years [1]. Group 2 - Hong Kong-themed ETFs have seen significant inflows this year, with a total increase of 85.674 billion yuan, representing a growth rate of 27.97%, bringing the total size close to 400 billion yuan at 391.962 billion yuan as of May 30 [2]. - The number of Hong Kong-themed ETFs with over 10 billion yuan in assets has increased from 8 at the end of last year to 11 by the end of May [3]. - The number of fund managers managing Hong Kong-themed ETFs with over 10 billion yuan has risen from 7 to 10, indicating a trend towards concentration in the market [3]. Group 3 - Some off-market QDII funds have relaxed their purchase limits, with Hai Futong's USD bond fund increasing its limit from 50,000 yuan to 30 million yuan [4]. - A total of 6 new QDII funds have been approved this year, primarily focusing on the Hong Kong stock market, including several ETFs targeting the Hang Seng Technology Index [4]. Group 4 - The issuance scale of ETFs has experienced a decline for four consecutive months, with May seeing a significant drop to 11.068 billion units, down from 34.014 billion units in January [5]. - In May, public fund managers focused on launching products related to digital economy, sci-tech innovation board, and free cash flow themes [6]. Group 5 - In May, there was a notable shift in ETF fund flows, with significant inflows into technology-related ETFs, particularly in sectors like semiconductors and defense, attracting over 20 billion yuan in net inflows [7]. - The top three ETFs attracting the most net inflows in May were Huaxia Sci-Tech 50 ETF, Guolian An Semiconductor ETF, and Jiashi Sci-Tech Chip ETF, with inflows of 4.931 billion yuan, 2.364 billion yuan, and 1.874 billion yuan respectively [8]. Group 6 - Qiu Yang has left his position as the manager of the Qianhai Kaiyuan Artificial Intelligence Mixed Fund due to internal adjustments, with the fund now managed by Wei Chun [9]. - As of the end of the first quarter, the A-class share of the fund managed by Qiu Yang had a scale of 688 million yuan, achieving a return of 14.19% during his tenure [9].

Core Insights - Ningxia aims to quadruple investment, standard racks, intelligent computing cards, and computing power scale by the end of 2024, with a comprehensive computing power index entering the top 10 nationally [1] - The region is recognized for its favorable climate for large data centers and is the first national new energy comprehensive demonstration zone, providing abundant green electricity resources [1] - By 2027, Ningxia's digital economy is projected to reach 270 billion RMB, accounting for over 40% of the total economy, with core digital economy industries expected to double their value added compared to 2021 [2] Investment and Infrastructure - As of now, Ningxia has established 9 large and super-large data centers, with 27 more under construction, and a total of 142,000 standard racks [1] - The region has built 116,000 intelligent computing cards and achieved a computing power scale of 74,000 P, ranking third among the top ten data center clusters in the country [1] Industry Ecosystem Development - Ningxia is fostering a new industrial ecosystem by attracting projects in electronic materials, photovoltaic equipment, high-performance servers, and smart wearable manufacturing [2] - Over 20 large models are being trained in Ningxia, with applications in AI healthcare and over 40 typical application scenarios developed [2] - The region has established more than 1,200 smart classrooms and laboratories, 186 smart factories, and 2,600 small and medium-sized enterprises utilizing cloud computing and data intelligence [2]

Group 1 - Jiangsu has launched the "Jiangsu-ASEAN Youth Exchange Action Plan" to enhance regional sustainable development through talent cultivation [1][7] - Over the past five years, Jiangsu universities have enrolled 40,100 students from ASEAN countries, accounting for 25% of the total international students in Jiangsu [2] - Jiangsu universities have established 64 overseas educational institutions and projects in ASEAN countries, including notable programs like "Zheng He Academy" and "Luban Workshop" [5][6] Group 2 - The "Lancang-Mekong College" at Hohai University focuses on training professionals in water resources and environmental science, collaborating closely with countries like Cambodia and Laos [3] - Jiangsu universities have built 27 high-level research platforms and conducted 89 major research projects with ASEAN institutions over the past five years [4] - The establishment of the "Belt and Road" Renewable Energy and Carbon Neutrality International Joint Laboratory has strengthened Sino-Thai cooperation in green energy [4] Group 3 - The "Luban Workshop" in Indonesia aims to develop local talent in response to the needs of Chinese enterprises operating abroad, enhancing skills in electronic circuits and automotive technology [6] - Jiangsu's educational initiatives are designed to create a multi-dimensional cultural exchange network, fostering long-term cooperation in higher education and vocational training [7] - The focus on digital economy and artificial intelligence in higher education collaboration aims to address international industry cooperation needs [7]