港股开门红。 1月2日，港股三大指数高开高走，截至发稿，恒指、恒生国企指数大涨超2%，恒生科技指数暴涨 3.65%。 责编：叶舒筠 校对：王朝全 版权声明 半导体指数暴涨8.3%。 截至发稿，华虹半导体(01347.HK)涨超10%、中芯国际(00981.HK)涨4.63%、芯智控股(02166.HK)涨 3.81%。消息方面，华虹半导体发布多份公告表示，公司拟通过发行股份方式向华虹集团等4名交易对 方购买其合计持有的华力微97.4988%股权，并拟向不超过35名符合条件的特定对象发行股票募集配套 资金。 百度暴涨近8%，消息面上，1月2日，百度发布公告称，1月1日，昆仑芯已透过其联席保荐人以保密形 式向香港联交所提交上市申请表格（A1表格），以申请批准昆仑芯股份于香港联交所主板上市及买 卖。目前的方案为建议分拆将通过昆仑芯股份的全球发售进行，包括：(i)昆仑芯股份于香港进行公开发 售，以供香港公众人士认购；及(ii)向机构及专业投资者配售昆仑芯股份。于本公告日期，昆仑芯为本 公司之非全资附属公司。建议分拆完成后，预计昆仑芯仍将为本公司之附属公司。 离岸人民币兑美元升破6.97，最高升至6.9678，创202 ...

Group 1 - The Hong Kong stock market opened positively, with the Hang Seng Index and the Hang Seng China Enterprises Index rising over 2%, and the Hang Seng Tech Index soaring by 3.65% [1] - The semiconductor index surged by 8.3%, with notable gains from Huahong Semiconductor (up over 10%) and SMIC (up 4.63%) [3] - Baidu's stock increased by nearly 8% following the announcement of Kunlun Chip's application for a listing on the Hong Kong Stock Exchange [3] Group 2 - The offshore RMB appreciated against the USD, reaching a high of 6.9678, the highest since May 2023, influenced by various economic factors [4] - Analysts expect that the easing of monetary policies and the influx of foreign capital will continue to support the Hong Kong stock market, leading to improved corporate earnings [4] - Investment themes to focus on include technology innovation, cyclical industries, and consumer sectors, with expectations of enhanced performance and valuation recovery in these areas [5]

Market Performance - The Hong Kong stock market opened positively on January 2, with the Hang Seng Index and the Hang Seng China Enterprises Index both rising over 2%, and the Hang Seng Tech Index soaring by 3.65% [1][2] - The semiconductor index experienced a significant increase of 8.3% [2] Key Stock Movements - Hua Hong Semiconductor (01347.HK) surged over 10%, while SMIC (00981.HK) rose by 4.63%, and Chipone Technology (02166.HK) increased by 3.81% [5] - Baidu's stock jumped nearly 8% following the announcement of Kunlun Core's application for a listing on the Hong Kong Stock Exchange [5] Currency and Economic Indicators - The offshore RMB against the USD broke above 6.97, reaching a high of 6.9678, marking the highest level since May 2023 [5] Investment Outlook - According to Galaxy Securities, the Federal Reserve's interest rate decisions may become clearer after April 2026, which could lead to a decline in the US dollar index and US Treasury yields, benefiting Hong Kong stock valuations and attracting foreign investment [6] - The overall earnings of Hong Kong-listed companies are expected to improve significantly due to favorable policies promoting technological innovation and domestic demand [6] Sector Focus - Investment focus is recommended on technology innovation themes, as the Hang Seng Tech Index has substantial room for valuation recovery, with leading companies expected to show high growth [7] - The cyclical industries such as steel, building materials, and electrical equipment are anticipated to see improved supply-demand dynamics and profitability [7] - Consumer sectors, particularly those benefiting from domestic demand expansion strategies, are expected to experience growth in earnings and remain at historically low valuation levels [7]

Economic Stability - China's GDP is expected to reach approximately 140 trillion yuan, marking a new milestone in economic scale [1][2] - The implementation of proactive macro policies has effectively stabilized employment, businesses, markets, and expectations, ensuring smooth economic operation [2] - Grain production has remained stable at over 1.4 trillion jin for two consecutive years, and energy security has been effectively guaranteed [2] Economic Progress - China has entered the top 10 in the global innovation index for the first time, with the number of strong innovation clusters leading the world for three consecutive years [3] - The value added of high-tech manufacturing is growing significantly faster than overall industrial growth, indicating a shift towards high-end, intelligent, and green development [3] - The consumption market is expanding, with new types of consumption becoming increasingly active, reflecting a deeper and broader market engagement [3] Reform and Opening Up - Continuous reform and opening up have empowered stability and progress, with a focus on building a unified national market and expanding higher-level openness [4] - Recent adjustments by international institutions have raised China's economic growth forecast for 2025, reflecting confidence in China's stable development [4] - The narrative of China's economy in 2025 illustrates resilience and the ability to create certainty amid uncertainty, highlighting the capacity to address challenges and foster new development opportunities [4]

Core Viewpoint - The Hong Kong stock market opened positively, with significant gains across major indices, indicating a bullish sentiment in the market [1][2]. Market Performance - As of the report, the Hang Seng Index and the Hang Seng China Enterprises Index both surged over 2%, while the Hang Seng Technology Index rose by 3.65% [2]. - The semiconductor index experienced a remarkable increase of 8.3% [4]. - Notable stocks included Hua Hong Semiconductor, which rose over 10%, and SMIC, which increased by 4.63% [7]. Company Announcements - Hua Hong Semiconductor announced plans to acquire a 97.4988% stake in Huahong Micro through a share issuance to four counterparties, along with a fundraising initiative [7]. - Baidu's stock surged nearly 8% following its announcement of a listing application for Kunlun Chip on the Hong Kong Stock Exchange, indicating strong market interest in tech IPOs [7]. Currency and Economic Outlook - The offshore RMB appreciated against the USD, surpassing 6.97, reaching a high of 6.9678, the highest since May 2023 [8]. - Analysts at Galaxy Securities predict that the Federal Reserve's interest rate decisions will become clearer after April 2026, which may positively impact Hong Kong stock valuations and attract foreign investment [8]. Investment Themes - Suggested investment themes include: 1. **Technology Innovation**: With a focus on self-reliance in technology during the 14th Five-Year Plan, the technology sector is expected to be a major investment theme, with significant growth potential in leading companies [9]. 2. **Cyclical Industries**: Sectors such as steel, construction materials, electrical equipment, and paper are anticipated to benefit from supply-side reforms, leading to improved supply-demand dynamics and profitability [9]. 3. **Consumer Sector**: The consumer sector, particularly in service consumption and new consumption models, is expected to see growth due to strategies aimed at expanding domestic demand [9]. Overall Market Outlook - The Hong Kong stock market is expected to experience a phase of both profit and valuation increases, driven by favorable policies and economic recovery [8][9].

Group 1 - The article discusses two prominent internet figures, Luo Yonghao and Lei Jun, who both utilized public apologies to generate significant online attention during the New Year period [1][21]. - Luo Yonghao's event, which was delayed by 40 minutes, resulted in a refund of all ticket sales totaling 1.66 million yuan, alongside a matching donation to charity, effectively turning a potential crisis into a marketing success [5][6][10]. - Lei Jun's live stream, originally scheduled for New Year's Eve, was postponed due to illness, yet his sincere apology and promise of future content increased audience anticipation rather than dissatisfaction [12][19]. Group 2 - Luo Yonghao's return to the tech scene after seven years was marked by a nostalgic appeal, with ticket sales quickly exhausting due to emotional engagement, despite the initial delay [3][10]. - The article highlights the importance of genuine public relations strategies, emphasizing that effective apologies must include tangible actions rather than mere words, as demonstrated by both figures [21][29]. - The contrasting approaches of Luo Yonghao and Lei Jun illustrate a shift in public relations, where addressing audience emotions and providing clear solutions are crucial for maintaining trust and engagement [26][27].

发展新质生产力是推动高质量发展的内在要求和重要着力点。"十五五"新征程上，我省面临着新旧动能 转换、产业转型升级的机遇与挑战，必须强化科技赋能引领，因地制宜发展新质生产力，为高质量发展 不断拓展新空间、塑造新优势。 编辑：徐琲童 狠抓成果转化，让科技创新落地生根。再好的技术，只有落到产业、走向市场，才能真正转化为现实生 产力。我省有很多应用场景是科技成果转化的沃土，关键是要及时将科技创新成果应用到具体产业和产 业链上。以低空经济为例，云南94%是山地，有着广阔的无人机应用需求，加上全年超300天的可飞行 天气，条件得天独厚。2025年，国家出台相关政策支持拓展低空经济应用场景，各地要抢抓机遇，因地 制宜大力发展农业物流、工业巡检、森林防灭火、低空消费等业态。强化统筹，科学布局无人机研发和 本地化制造，避免同质竞争与资源内耗。主动拥抱智能时代，深化"人工智能+"全方位赋能千行百业， 以智能化驱动模式创新与产业变革。 向新而行，求质攀高。发展新质生产力是一项长期的系统工程。我们要从实际出发，着力打破制约科技 创新和成果转化的体制机制障碍，推动科技创新与产业发展深度融合，使创新真正成为驱动发展的核心 引擎，推动云南 ...

在省科技厅，何朝晖介绍娄底科技创新进展。他说，娄底聚焦"三钢三电一钛"产业，坚持以科技创新引领产业创新，加 快关键技术攻关与成果转化，积极发展新质生产力，希望省科技厅在钛材料高能级创新平台建设、重大科技创新项目申 报等方面给予指导支持。朱皖肯定娄底科创成效，希望娄底持续加大科技投入，建好用好创新平台，努力培育具有全国 影响力的特色产业集群；省科技厅将在平台建设等方面加强对接联动，支持娄底科技创新迈上新台阶。 转自：娄底发布 责编：梁陈熙 来源：娄底新闻网 作者：邹武雄 罗治勇 △2025年12月31日，娄底市委副书记、代市长何朝晖率队赴湖南财信金融控股集团有限公司、省科技厅对接工作 2025年12月31日，娄底市委副书记、代市长何朝晖率队赴长沙，先后与湖南财信金融控股集团有限公司（简称"财信金 控"）党委书记、董事长周建元，省科技厅厅长朱皖举行座谈会，围绕深化战略合作、强化科技支撑，助推娄底高质量发 展进行深入交流。 省科技厅党组成员、副厅长周斌，市委常委、副市长蔡新亚，副市长傅小松，市政府秘书长曾志彦分别参加。 在财信金控，何朝晖对集团长期以来给予娄底发展的关心与支持表示感谢。他指出，当前娄底正处于转型升级 ...

0:00 时间，是记录奋斗的见证者，也是锻造辉煌的雕刻师。 回望来路，中国创新的每一步都铿锵有力。 眺望远方，一系列科技新突破推动我国向着高水平科技自立自强加速迈进，不断绘就创新中国新图景。 我国创新领域从"单点突破"到"系统化兑现"的历史性跨越，让世界见证了中国科技厚积薄发的磅礴力量。抓创新就是抓发展，谋创新就是谋未 来。 统筹：杨咏、李畅 编导：欧阳建嘉 记者：屈彦、宿传义、周牧、薛晨、孙青、李海伟、曹力、田建川、刘勤兵 配音：王帅龙 新华社音视频部制作 新华通讯社出品 责编：李磊、卢思宇 ...

Group 1 - The core message emphasizes the importance of high-quality development and the need for comprehensive reform and opening up to achieve common prosperity for all people in China [1][2] - The economic growth target for 2025 is projected to reach approximately 140 trillion yuan, with an expected growth rate of around 5%, maintaining China's position among the world's major economies [1] - The "14th Five-Year Plan" has concluded successfully, marking significant advancements in China's economic, technological, and defense capabilities, as well as overall national strength [1][2] Group 2 - Innovation is highlighted as the primary driving force for development, with a focus on integrating technology and industry to enhance productivity and foster high-quality growth [2] - The need for deepening reforms and expanding openness is stressed to overcome systemic obstacles that hinder high-quality development [3] - Cultural development is recognized as essential for national strength, with an emphasis on the integration of traditional and modern elements to promote cultural innovation and economic growth [3] Group 3 - The development strategy prioritizes the well-being of the people, aiming to address their needs and improve living standards as a fundamental goal of modernization [4] - The leadership of the Communist Party is deemed crucial for the continuous development of the nation, ensuring a unified approach to economic and social progress [5] - The call for collective effort and unity under the leadership of the Party is emphasized to transform ambitious visions into reality and advance the modernization agenda [5]