科技创新是新型工业化发展的重要引擎，也是新型工业化的内在要求，如何加快实现高水平科技自立自 强，更好赋能新型工业化、助力新质生产力发展？近日，中国人民银行等7部门联合印发《关于金融支 持新型工业化的指导意见》（以下简称《意见》）提出"引入长期资金和发展耐心资本，加快科技成果 转化"，并作出优化硬科技属性评价体系、加强上市预期引导和政策激励等具体部署。 向硬科技敞开融资大门 企业是科技创新的主体，企业强才能工业强。支持优质工业企业尤其是硬科技工业企业融资发展，是实 现新型工业化的应有之义。对此，《意见》提出，优化硬科技属性评价体系，加强上市预期引导和政策 激励，推动社会资本投早、投小、投长期、投硬科技。在南开大学金融发展研究院院长田利辉看来，硬 科技企业往往经营业绩不确定性大、转盈利周期长，资本市场服务能否有效识别、支持优质科技型企业 上市融资，提升制度的包容性、适应性，关系科技成果能否顺利转化、企业能否做优做强。 为提升支持硬科技企业的强度精度效度，2024年4月中国证监会发布《资本市场服务科技企业高水平发 展的十六项措施》，提出集中力量支持重大科技攻关、完善科技型企业股权激励、优化科技型企业上市 融资环境等 ...

Group 1 - Foreign capital is rapidly increasing its investment in Chinese assets, with hedge funds buying Chinese stocks at the fastest pace since June [2][5] - Goldman Sachs reports that hedge funds are overweight in Chinese markets compared to the MSCI World Index by 4.9%, with Chinese stocks making up 5.8% of total positions and 7.3% of net positions [2] - The Shanghai Composite Index has shown significant growth, surpassing 3700 points and reaching a ten-year high, indicating strong market momentum [3] Group 2 - As of August 19, 663 A-share companies have disclosed their mid-year reports, with 139 companies receiving significant investments from 244 QFII institutions [4] - The influx of retail investors into the A-share market is becoming increasingly evident, signaling early signs of a bull market [4] - External factors such as anticipated interest rate cuts by the Federal Reserve and improved geopolitical conditions are driving international capital flow into China [2][5] Group 3 - In July, foreign capital injected $2.7 billion into the Chinese stock market, doubling the net inflow from June [5] - The total market value of A-shares held by foreign institutions is approximately 2.4 trillion yuan, reversing a trend of net selling over the past two years [5] - Analysts believe that the current valuation of Chinese stocks remains attractive compared to other major global markets, suggesting further foreign investment is likely [5][6]

登录新浪财经APP 搜索【信披】查看更多考评等级 科技创新是新型工业化发展的重要引擎，也是新型工业化的内在要求，如何加快实现高水平科技自立自强， 更好赋能新型工业化、助力新质生产力发展？近日，中国人民银行等7部门联合印发《关于金融支持新型工业 化的指导意见》（以下简称《意见》）提出"引入长期资金和发展耐心资本，加快科技成果转化"，并作出优 化硬科技属性评价体系、加强上市预期引导和政策激励等具体部署。 向硬科技敞开融资大门 企业是科技创新的主体，企业强才能工业强。支持优质工业企业尤其是硬科技工业企业融资发展，是实现新 型工业化的应有之义。对此，《意见》提出，优化硬科技属性评价体系，加强上市预期引导和政策激励，推 动社会资本投早、投小、投长期、投硬科技。在南开大学金融发展研究院院长田利辉看来，硬科技企业往往 经营业绩不确定性大、转盈利周期长，资本市场服务能否有效识别、支持优质科技型企业上市融资，提升制 度的包容性、适应性，关系科技成果能否顺利转化、企业能否做优做强。 为提升支持硬科技企业的强度精度效度，2024年4月中国证监会发布《资本市场服务科技企业高水平发展的十 六项措施》，提出集中力量支持重大科技攻关、完善 ...

记者丨杨坪 快速加仓中国资产 自7月突破3600点后，8月以来，上证指数持续走高并稳稳站上3700点。8月18日，上证指数创出十年来 新高，浩浩荡荡向3800点发起攻势。 编辑丨包芳鸣 在中国资本市场持续活跃的背后，外资正在跑步抢筹中国资产。 近日，高盛集团Prime Brokerage数据显示，全球对冲基金正以6月底以来的最快速度买入中国股票。 高盛的Prime服务专门为对冲基金和其他机构交易者提供。目前，高盛该业务的客户中，对冲基金对中 国市场的配置相对于MSCI世界指数超配了4.9%，中国股票占到总头寸的5.8%和净头寸的7.3%。 高盛分析师表示，此次股票买入主要由多头驱动，其次是做空回补，两者比例约为9:1。中国目前是8月 以来Prime业务中净买入最多的市场。 而这只是外资加速配置中国资产的一角。近日，全球知名对冲基金经理、电影《大空头》原型人物迈克 尔·巴里（Michael Burry）在2025年第二季度对中概股的投资策略发生戏剧性逆转，从一季度的"做空"转 向"做多"，大举买入阿里巴巴和京东的看涨期权。 谈及外资快速买入中国资产背后的支撑因素，奥恺基金创始人曾晓松对21世纪经济报道记者指出， ...

快速加仓中国资产 自7月突破3600点后，8月以来，上证指数持续走高并稳稳站上3700点。8月18日，上证指数创出十年来 新高，浩浩荡荡向3800点发起攻势。 从资金面来看，A股市场的资金流入迹象十分显著。8月以来，两融余额快速增长，表明杠杆资金正在 加速入场，为市场上涨提供了有力的资金支持。 在中国资本市场持续活跃的背后，外资正在跑步抢筹中国资产。 近日，高盛集团Prime Brokerage数据显示，全球对冲基金正以6月底以来的最快速度买入中国股票。 高盛的Prime服务专门为对冲基金和其他机构交易者提供。目前，高盛该业务的客户中，对冲基金对中 国市场的配置相对于MSCI世界指数超配了4.9%，中国股票占到总头寸的5.8%和净头寸的7.3%。 高盛分析师表示，此次股票买入主要由多头驱动，其次是做空回补，两者比例约为9:1。中国目前是8月 以来Prime业务中净买入最多的市场。 而这只是外资加速配置中国资产的一角。近日，全球知名对冲基金经理、电影《大空头》原型人物迈克 尔·巴里（Michael Burry）在2025年第二季度对中概股的投资策略发生戏剧性逆转，从一季度的"做空"转 向"做多"，大举买入阿里巴 ...

Group 1 - Foreign capital is rapidly increasing its allocation to Chinese assets, with hedge funds buying Chinese stocks at the fastest pace since the end of June, as indicated by Goldman Sachs Prime Brokerage data [1][4] - As of August 18, the Shanghai Composite Index has risen significantly, surpassing 3700 points, with notable inflows of margin trading funds, indicating strong market support [2][5] - The net inflow of foreign capital into Chinese stocks and funds reached $10.1 billion in the first half of 2025, reversing a two-year trend of net selling [5] Group 2 - The optimism among retail investors is growing, with increasing discussions about the A-share market, signaling early signs of a bull market [3] - Global funds are still under-allocated to the Chinese stock market, with the MSCI China Index trading at a forward P/E ratio of 12.1, indicating potential for further inflows [6] - The expectation of a 50 basis point rate cut by the Federal Reserve in September, along with a decrease in geopolitical and macro risks, is expected to enhance liquidity for international capital [1][6] Group 3 - The "anti-involution" policy signals are strengthening, leading to an improved outlook for the fundamentals of Chinese assets [7] - There is a focus on sectors characterized by "specialization and innovation" and "hard technology," which are expected to thrive in the current market environment [7]

Group 1 - Hwabao Fund is focusing on overseas AI leading chains and domestic AI substitution chains through various ETFs [1][3] - The company offers multiple ETFs including the Hwabao 159363 for the entrepreneurial board AI sector and Hwabao 589520 for the Sci-Tech innovation AI sector [3] - Hwabao also emphasizes the importance of semiconductor technology with its Hwabao Shanghai Stock Exchange Sci-Tech Chip ETF [3] Group 2 - The company is promoting its dual innovation "Little Overlord" ETF, which targets leading companies in the dual innovation sector [3] - Hwabao's entrepreneurial board comprehensive enhancement ETF, Hwabao 159292, is designed to provide flexible investment strategies [3] - The formation of MACD golden cross signals indicates a positive trend for certain stocks, suggesting potential investment opportunities [4]

Core Viewpoint - The XbotMan—2025 Mingyue Lake Hard Technology Entrepreneur Competition is a significant opportunity for innovators in robotics and smart hardware, providing not only substantial prizes but also comprehensive support for project development and funding access [1][5][9]. Group 1: Competition Structure - The competition features a dual-track system: the "Seed Innovation Group" for early-stage projects and the "Innovative Enterprise Group" for established companies seeking funding [3][4]. - Participants in the Seed Innovation Group can include startups or individuals, while the Innovative Enterprise Group requires a core team of at least three members and existing technology or product prototypes [3][4]. Group 2: Resources and Support - Winning projects will share a total prize pool of 330,000 yuan and gain access to the Mingyue Lake International Smart Industry Innovation Base, which offers free office space and entrepreneurial funding ranging from 500,000 to 3.5 million yuan [5][19]. - The XbotPark ecosystem, initiated by Professor Li Zexiang from Hong Kong University of Science and Technology, has nurtured over 140 hard technology companies with an 80% survival rate and a 15% unicorn conversion rate, collectively valued at over 80 billion yuan [7][19]. Group 3: Industry and Financing Support - The competition will provide industry support through a Shared Factory and the Mingyue Lake Hard Technology Supply Chain Alliance, aimed at assisting projects in overcoming production challenges [8][10]. - Notable investment firms such as Sequoia Capital and Kexing Capital will participate in the event, offering direct financing opportunities to winning projects [9][19]. Group 4: Policy and Timeline - Outstanding projects will receive priority recommendations for provincial and municipal talent policies and technology project applications, with special channels for high-level talent and overseas returnees [12]. - The competition timeline includes registration from now until August 31, 2025, with preliminary rounds in September and finals in October [12][17].

科创50ETF（588000）追踪科创50指数，指数持仓电子行业63.74%，医药生物行业11.78%，合计 75.52%，行业分布集中。同时涉及医疗器械、软件开发、光伏设备等多个细分领域，硬科技含量高。 从当前位置来看，科创50指数仍在基点附近，参照创业板历史走势，未来成长空间值得期待。看好中国 硬科技长期发展前景的投资者建议持续关注。相关ETF：科创50ETF（588000）。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 2025年8月19日早盘三大股指涨跌不一，科创50ETF（588000）探底回升，截至10点10，上涨 0.42%。该 ETF 此前已连续六个交易日上涨，今日有望实现七连涨。 AI行业方面，近期AI行业持续迎来多项关键进展，多个重磅模型的发布进一步加速了AI技术迭代 与应用落地。OpenAI推出的GPT-5在性能优化方面表现突出，不仅扩展了上 ...

Group 1 - The core viewpoint is that Shenzhen's technology innovation enterprises are seizing development opportunities with 16 companies currently in line for A-share IPOs, which could inject strong momentum into the industry [3][4] - The capital market reforms are enhancing the attractiveness for high-tech and high-growth companies, facilitating financing channels for enterprises at different growth stages [4][10] - Among the 16 companies, 6 are targeting Shenzhen Stock Exchange IPOs, 3 are aiming for Shanghai Stock Exchange's Sci-Tech Innovation Board, and 7 are looking at Beijing Stock Exchange [4] Group 2 - Huike Co., a leading company in the semiconductor display panel industry, has total assets exceeding 100 billion yuan and aims to enhance its core competitiveness through IPO fundraising [4] - Hengrunchang is the fastest-growing company among the 16, with a compound annual growth rate (CAGR) of 84.91% in revenue and 156.72% in net profit from 2022 to 2024 [5] - Many companies are experiencing order surpluses and are looking to expand capacity or target global markets through capital market financing [6] Group 3 - Shenzhen's innovation is highlighted by the fact that over 50% of the 425 listed companies are from the Sci-Tech Innovation Board and Growth Enterprise Market, indicating a concentration of listing resources in new productive forces [7] - The companies in line for IPOs exhibit significant technological innovation, with substantial R&D investments and patent achievements forming competitive advantages [8][9] - Companies like Dapu Micro and Beixin Life have maintained high R&D investment ratios, with 36.15% and 65.5% of their cumulative revenue allocated to R&D over the past three years [9] Group 4 - The capital market is becoming more inclusive, allowing more "hard tech" companies to access funding, including those that are currently unprofitable [10] - Companies like Beixin Life and Dapu Micro are characterized by rapid growth despite not being profitable, with Beixin Life's revenue projected to grow from 92.45 million yuan in 2022 to 317 million yuan in 2024 [11] - Shenzhen is actively cultivating the "20+8" industrial clusters, with emerging companies in sectors like semiconductors, artificial intelligence, humanoid robots, and biomedicine rapidly growing [11]