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培育耐心资本既要“引导”也要“放活”
Sou Hu Cai Jing· 2025-06-15 20:12
Group 1 - The cultivation of patient capital is crucially dependent on effective government guidance, which should be based on scientific policy design and precise resource allocation to align with national strategies [1] - Optimizing fiscal and tax incentive policies is essential to enhance the attractiveness of long-term investments [1] - Government-guided funds should act as catalysts and indicators, focusing on early innovation fields and key core technology projects that the market is reluctant to enter, while emphasizing the "patient" nature of these funds [1] Group 2 - A healthy, efficient, and vibrant capital market environment is necessary for the cultivation of patient capital, which requires adherence to market rules and minimizing unnecessary administrative intervention [2] - A smooth exit mechanism is a key prerequisite for attracting long-term investments, necessitating the establishment of diversified and market-oriented exit channels [2] - The continuity and stability of policies are vital for fostering patient capital, ensuring a fair competitive environment and protecting the rights of innovators [2]
A股系列指数定期例行调样今日生效
Zheng Quan Shi Bao· 2025-06-15 17:45
3条深市指数此次调样合计更换31只样本。其中,深证成指样本股调整20只样本,创业板指调整8只,深 证100指数调整3只。据悉,深证成指本次调样后制造业样本公司权重占73%;创业板指中,战略性新兴 产业权重占92%;深证100指数战略性新兴产业权重占比提升至76%,先进制造、数字经济、绿色低碳 三大重点领域权重占73%。 此次样本调整后,主要规模指数样本契合资本市场结构变化和产业转型升级趋势,信息技术、通信服 务、工业等行业样本数量有所上升,对市场代表性进一步增强;中证A系列指数样本行业分布均衡,纳 入更多新兴领域龙头公司,对细分行业覆盖度进一步提升。 4条沪市指数合计更换61只样本。其中,上证50指数更换4只样本,上证180指数更换18只样本,上证380 指数更换38只样本,科创50指数更换1只样本。 调样后,沪市指数样本质量进一步提升,将更好地发挥市场表征、投资引领的作用。比如,上证50指 数、上证180指数2024年营收增速分别提升0.6个百分点、0.2个百分点,归母净利润增速分别提升1.4个 百分点、0.1个百分点。同时,信息技术等"新经济"行业权重有所提升,体现沪市上市公司结构转型升 级不断加速的趋势 ...
助力智造产业 广州又一AIC基金落地
Guang Zhou Ri Bao· 2025-06-14 11:54
Group 1 - The establishment of the Guangzhou Investment Fund, with a total investment of 3 billion RMB, marks a new development in the collaboration between bank-affiliated financial asset investment companies and state-owned enterprises in Guangzhou [1] - The expansion of the AIC equity investment pilot program to 18 cities, including Guangzhou, has facilitated direct equity investment by financial asset investment companies, leading to multiple AIC funds being established [1] - The Guangzhou Jianyuan Investment Fund, with a scale of 1 billion RMB, focuses on strategic emerging industries such as semiconductors, new energy, biomedicine, and new generation information technology [1] Group 2 - The establishment of the Guangzhou Chuangxin Investment Fund, with a scale of 1 billion RMB, targets core enterprises in the integrated circuit industry [2] - A parallel fund of 5 billion RMB has been set up to invest in new generation information technology, smart and new energy vehicles, and intelligent equipment and robotics [2] - The Guojin Qianfan Qihang Venture Capital Fund, with a total scale of 2 billion RMB, focuses on sectors such as life and health, new generation information technology, high-end manufacturing, artificial intelligence, new energy, and new power [2]
上海:鼓励国有资本前瞻性布局一批未来产业
news flash· 2025-06-13 14:14
上海市国资委联合市工商联印发《关于进一步促进我市地方国有企业与民营企业协同发展的指导意见》 (以下简称《指导意见》)。《指导意见》提出,鼓励国企与民企聚焦集成电路、生物医药等重点产业, 进一步深度合作,打通产业链、供应链堵点,加快打造一批新兴产业集群。鼓励民企发挥在光子芯片、 低空经济等未来产业领域的先发优势和技术优势,加强与国企开展业务和产品合作。鼓励国有资本前瞻 性布局一批未来产业。 ...
广西首支QFLP基金落地
FOFWEEKLY· 2025-06-13 10:32
该基金总规模达5亿元,首期募集资金1亿元,将重点投向大健康、先进制造、人工智能等战略性 新兴产业,为防城港国际医学开放试验区建设及产业升级注入国际资本新动能。 广西柳工华晟创业投资基金的设立,是防城港市积极融入广西建设面向东盟的金融开放门户的关键 一步,也是利用国际资本"活水"精准灌溉本地新兴产业土壤的创新实践,有力彰显了防城港优化营 商环境的坚定决心和高效服务能力。 近日,广西首支在自贸试验区外设立的合格境外有限合伙人(QFLP)基金成功落地。防城港市也 成功跻身广西第三个拥有QFLP基金的设区市行列,跨境投融资渠道实现质的飞跃。 每日|荐读 榜单: 「2025投资机构软实力排行榜」评选启动 峰会: 「2025母基金年度论坛」盛大启幕:汇聚中国力量! 热文: 一纸新规,炸出一级市场的管理费焦虑 热文: 今年,上市公司热衷做并购基金 来源: 广西金融 对接需求请扫码 ...
对谈黄灯:普通二本学生的出路在哪里?
乱翻书· 2025-06-13 10:09
高考季, 跟《我的二本学生》作者黄灯老师 再聊二本学生,关注那些非顶尖学生的学习成长和就业实践问题。 二本学生其实是个泛指,讨论面向的更多的普通人。核心结论是:学历只是敲门砖,个人的能力和热情比学历标签/薪资/title重要,作品是其他一切更高 级的被选择指标,选志愿时候要把城市摆在第一位,360行行行出状元要关注自己的长板和差异化,不是优胜劣汰是异胜同汰。 当前就业市场非常严峻,二本学生如果跟其他的一本或者顶尖院校的学生都盲目去卷考公考研,其实非常没有性价比。因为受限于第一学历的院校平台, 即便升学,竞争力提升空间也很有限。而且过度聚焦应试会导致实践能力空心化,对真实社会需求认知模糊,缺失动手意愿与实操能力。 同时当下高校课程与社会需求严重脱节,大量教学内容滞后于技术迭代,脱离产业真实场景,对于很多工作岗位等你去读完研究生再来公司可能知识都已 经换了一代。当时这里不是说教育学历研究无用,而是说社会需要多元人才,不是所有人都需成为院士或科学家。要找到自身优势与市场需求的契合点, 比盲目追求学历升级更重要。 所以对多数二本学生而言,尤其那些明确排斥考公考研、对学术研究缺乏兴趣,更务实的策略是:尽早放弃"唯学历论 ...
一季度REITs业绩分化,生物医药园区投资加速
Sou Hu Cai Jing· 2025-06-13 08:29
5月14日,华创智慧医疗健康产业园项目在南沙生物谷举行奠基仪式,标志着该项目正式进入全面建设 阶段。该产业园占地8万平方米,总建筑面积达30万平方米,预计将于2027年底全面竣工,是粤港澳大 湾区智慧医疗全产业链平台的重要组成部分。 华创智慧医疗健康产业园的建设,不仅是响应"健康中国"战略的具体行动,也将为南沙区医疗健康产业 的升级转型提供强劲动能。项目采用"三擎驱动"模式,即以智慧管理系统、产业基金集群、政策联动机 制为核心,旨在打造千亿级智慧生物谷核心载体,形成医疗健康闭环,助力南沙成为国家级生物医药创 新高地。 此外,广州南沙区计划到2026年集聚生物医药企业1000家以上,产业规模超500亿元。目前,全区已吸 引超过400家生物医药企业入驻,其中包括多家在眼科、抗肿瘤等特色病种领域具有影响力的龙头企 业。华创智慧医疗健康产业园建成后,将重点围绕智能医疗装备制造、医疗大数据应用及精准医疗服 务,构建全面而完善的智慧医疗产业生态链,为大湾区医疗健康产业的升级提供强大助力。 期内,据观点指数不完全统计,共录得5起融资事件,融资类型以产业基金为主,投向主要为战略性新 兴产业。 观点指数在5月30日观点指数研究 ...
市工商联支持战新产业和未来产业发展,成立人工智能等5个专委会
Bei Ke Cai Jing· 2025-06-13 05:04
Group 1 - The conference focused on supporting the high-quality development of strategic emerging industries and future industries in Beijing, with the establishment of specialized committees for artificial intelligence, healthcare, embodied intelligence, and new energy materials [1][2] - The Vice Chairman of the All-China Federation of Industry and Commerce emphasized the importance of integrating technological and industrial innovation, and creating a collaborative system to support the high-quality development of the private economy in Beijing [1] - The Chairman of Beijing Municipal Political Consultative Conference highlighted the need to leverage the resources of the Federation to promote the coordinated development of industrial chains and financial systems, and to enhance innovation-driven mechanisms [1][2] Group 2 - The Beijing Federation of Industry and Commerce aims to implement four major projects: ideological guidance, mutual promotion, problem-solving for enterprises, and empowerment to enhance the integration of emerging and future industries [2] - The Federation will actively seek funding, projects, talent, and support for activities to create a collaborative effort in supporting services for industries [2]
我市高质量发展成果丰硕
Zheng Zhou Ri Bao· 2025-06-13 00:45
历时两年、经过全市1.1万余名普查人员共同努力,郑州第五次全国经济普查顺利完成数据采集、 审核、评估、验收等工作,普查结果昨日正式公布。数据显示,5年来全市第二产业和第三产业单位数 量大幅增加,吸纳更多从业人员;企业资产规模不断扩大,营业收入稳步增长,科技创新能力持续提 升;产业结构优化升级,数字经济发展壮大,高质量发展取得丰硕成果。 法人单位数量增长46.9% 从2023年4月开始的第五次全国经济普查是一次重大的国情国力调查。此次普查全面摸清了我市第 二产业和第三产业家底。 普查结果显示,2023年末,全市共有从事二产和三产活动的法人单位56.6万个,比2018年末第四次 全国经济普查增加18.1万个,增长46.9%;产业活动单位59.9万个,增加18.6万个,增长45.1%。个体经 营户78.3万个,增加28.4万个,增长57.0%。 按行业分,二产和三产法人单位数量位居前三的行业分别为:批发和零售业20.8万个,占36.8%; 租赁和商务服务业8.7万个,占15.4%;建筑业5.6万个,占9.9%。 按区域分,二产和三产法人单位数量在城区内位居前三的分别是:金水区13.3万个,占全市 23.4%;郑东新 ...
中证诚通国企战略新兴产业指数下跌0.53%,前十大权重包含京东方A等
Sou Hu Cai Jing· 2025-06-12 13:41
Core Points - The A-share market showed mixed results with the China Securities Strategic Emerging Industries Index declining by 0.53% to 1377.0 points, with a trading volume of 17.491 billion yuan [1] - Over the past month, the index has increased by 1.71%, but it has decreased by 6.10% over the last three months and by 0.96% year-to-date [1] - The index is customized by China Chengtong Holdings Group and includes 50 state-owned enterprises with significant growth potential in the strategic emerging industries [1] Index Composition - The top ten weighted stocks in the index are: Northern Huachuang (10.53%), BOE Technology Group (9.5%), China Aluminum (9.06%), Shengyi Technology (5.64%), Goldwind Technology (4.33%), China Power (3.98%), Shenghe Resources (3.12%), Jingfang Technology (2.82%), Jinghe Integration (2.74%), and Aerospace Rainbow (2.53%) [1] - The market share of the index's holdings is distributed as follows: Shenzhen Stock Exchange 50.65%, Shanghai Stock Exchange 48.59%, and Beijing Stock Exchange 0.76% [1] Industry Breakdown - The industry composition of the index holdings is as follows: Information Technology 45.19%, Industrials 29.25%, Materials 17.11%, Communication Services 4.28%, Utilities 2.02%, Consumer Staples 1.72%, and Healthcare 0.42% [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]