图片来源：每日经济新闻 刘国梅 摄（资料图） ESG政策 三部门发布《关于开展零碳园区建设的通知》，零碳园区建设快步跑 国家发展改革委、工业和信息化部、国家能源局日前发布《关于开展零碳园区建设的通知》（以下简称《通知》）。《通知》明确零碳园区建设的基本条 件，并部署了8方面重点任务，支持有条件的地区率先建立一批零碳园区，为有计划、分步骤推进各类园区低碳化、零碳化改造指明了方向。 每经记者｜徐肖逍 每经编辑｜张海妮 市场监管总局消息，我国牵头制定的渔业和水产养殖领域碳足迹国际标准《水产品碳足迹 大型藻类产品种类规则》近日正式发布。该标准由中国、意大 利、挪威、冰岛、荷兰、印度、摩洛哥、韩国、伊朗九国专家共同参与研制，规定了大型藻类产品相关的碳足迹计算要求，适用于大型藻类全价值链碳足迹 的评价，能够为大型藻类对气候影响的研究提供可靠和准确信息，为减少大型藻类产品全价值链中各环节能源消耗提供改进方向，也是落实联合国海洋负排 放国际大科学计划的有力实践。 点评：这是中国在应对气候变化领域从参与者向规则制定者转变的重要标志，展现了我国在海洋负排放技术标准体系构建中的引领作用。 点评：三部门发布零碳园区建设通知，明确条件 ...

4. 法巴银行：欧元区需依靠更多国防和基建支出来缓解老龄化压力 1. 高盛策略师：上调亚洲股票目标，调高港股评级 高盛集团策略师上调了对亚洲股市的预期，理由是宏观经济环境更加有利，关税的确定性增加。以 Timothy Moe为首的策略师在周五的一份报告中表示，MSCI亚太（除日本外）指数的12个月目标指数上 调了3%，至700点，这意味着在此期间以美元计算的回报率为9%。该团队还将港股评级上调至"持 股"（market weight），并称其将在美联储开启宽松周期、美元走弱的背景下成为主要受益者之一。他 们补充称，菲律宾等也是对这一趋势最为敏感、受益最大的市场之一。策略师们表示："关税征收和宽 松的货币政策可能是第三季度对亚洲股市的重要宏观影响。"他们指出，即便最终实施的关税税率略高 于当前的基线预期，"其对基本面增长的冲击可能不会像市场在第二季度初所担忧的那样严重。" 2. 美银：全球经济不确定性中，布油价格保持坚挺 美国银行大宗商品策略师Francisco Blanch表示，尽管今年全球经济增长和地缘政治方面存在不确定性， 但布伦特原油价格仍表现出较强韧性，今年1月以来平均价格维持在每桶70.75美元。这 ...

Core Viewpoint - The recent issuance of the "Notice" by the Ministry of Finance marks a significant institutional breakthrough for long-term investment by insurance funds, enhancing the performance evaluation system for state-owned insurance companies and promoting stable and sustainable long-term investments in the capital market [1][2]. Group 1: Long-term Assessment Mechanism - The "Notice" emphasizes the establishment of a long-term assessment mechanism for state-owned insurance funds, adjusting the evaluation of net asset return and capital preservation and appreciation rates to include annual, three-year, and five-year indicators, with respective weights of 30%, 50%, and 20% [2][3]. - This adjustment aims to reduce the impact of short-term market fluctuations on performance evaluations, encouraging insurance companies to focus on long-term and value investments [2][3][4]. Group 2: Asset-Liability Management and Investment Capability - The "Notice" outlines new requirements for state-owned insurance companies regarding asset-liability management, emphasizing the need for better matching of asset and liability structures, cost-benefit analysis, and cash flow management [5]. - It also stresses the importance of stable operations and enhanced investment management capabilities, including strict adherence to internal investment management systems and improved decision-making processes [5][6]. Group 3: Increased A-share Investment - The new long-term assessment mechanism is expected to encourage insurance funds to increase their allocation to A-shares, as it allows for greater tolerance of short-term market volatility [8][9]. - If insurance funds increase their equity allocation by just 1%, it could inject approximately 350 billion yuan into the market, further enhancing the long-term investment characteristics of insurance capital [9][10]. Group 4: Potential for Growth in Specific Sectors - There is significant potential for insurance capital to increase its allocation in A-shares, with current investments being relatively low compared to the total assets under management [10][11]. - The focus on long-term assessments may lead to increased investments in blue-chip stocks and high-dividend assets, as well as in strategic emerging industries such as integrated circuits and artificial intelligence [12][13]. Group 5: Fund Companies' Role - Fund companies are expected to enhance their investment services to support insurance funds in achieving good long-term returns, developing more stable products, and improving their investment capabilities [13]. - The ongoing reforms and improvements in the capital market environment are seen as favorable for insurance funds to increase their equity investments [13].

Group 1 - The "2025 High-Quality Consumption Brand TOP 100 Innovation Ecological Conference" was held in Shanghai, focusing on eight major tracks and 28 sub-fields, highlighting the importance of enhancing the quality and expansion of the Chinese consumer market [2][5] - The conference emphasized the need for new supply to create new demand, aligning with the central government's goal to boost consumption and expand domestic demand [4][5] - The report released at the conference identified four major trends in high-quality consumption brands: health consciousness driving wellness and sports consumption, AI-driven product and service upgrades, novel experiences igniting consumer enthusiasm, and emotional value unlocking new consumption scenarios [12][13] Group 2 - The report highlighted the rise of experience economy, with travel-related experiences becoming increasingly popular, such as "traveling with concerts" and "visiting iconic stores" [12] - The report also noted that over 80% of companies are affected by tariffs but are adapting through strategic adjustments, with over 60% opting for market diversification strategies [13] - AI applications are transitioning from cost-reduction tools to significant transformative forces in consumer products, with nearly 90% of surveyed companies believing AI will bring major changes [13] Group 3 - The conference featured discussions on how brands can navigate economic cycles, with insights on the importance of digital transformation and understanding consumer emotional values [19][20] - The "2025 High-Quality Consumption Brand TOP 100" list was officially announced, along with awards for various categories such as "Top Ten High-Quality Brands" and "Top Ten Consumption Technology Innovation Brands" [21][23] - Notable brands recognized included L'Oréal China, MUJI, and Starbucks China, reflecting the diverse landscape of high-quality consumer brands in China [23]

国家药监局日前发布十条举措，大力支持我国高端医疗器械创新发展。那么，最新出台的新政策，主要 聚焦哪些高端医疗器械？有哪些是国内首创或是国际领先的措施？我国高端医疗器械企业、患者和产业 将迎来哪些利好？本台记者独家采访国家药监局相关业务的负责人进行解读。 我国出台新政助推高端医疗器械万亿市场 国家药监局医疗器械注册司司长吕玲：这次的支持举措我们重点选取了医用机器人、高端医学影像设 备、新型生物材料医疗器械、人工智能医疗器械，因为它们就是高端医疗器械的典型代表性产品，也是 塑造医疗器械新质生产力的关键领域，也充分代表着当前医疗器械行业发展的方向。 国家药监局表示，当前出台这些重磅措施支持高端医疗器械发展，希望促进更多新技术、新材料、新工 艺和新方法应用于医疗健康领域。 国家药监局医疗器械注册司司长吕玲：比如基于脑机接口技术的医疗器械，还有腹腔内窥镜手术系统， 还有多病种大模型的人工智能医疗器械等等，这些都是我们目前聚焦的重点产品，我们就是要通过以点 带面，通过大力支持这些代表性的产品来努力抢占国际制高点，使得更多"中国造、全球新"的医疗器械 早日上市。 国家药监局医疗器械注册司司长吕玲：比如产品上市前我们将审评的 ...

"第六届城市创新生态指数报告发布会"10日在苏州举行。业界专家学者围绕城市创新生态体系建设、城 市新质生产力发展等话题展开探讨， 本次发布会是2025高校技术转移转化大会、第二届苏州国际科创大会、第十七届苏州国际精英创业周的 一部分。苏州当前正以"汇聚全球智慧打造创业天堂"为目标，加快打造全球科创新高地。自2020年起， 苏州创新生态研究院受托每年发布《"中国100城"城市创新生态指数报告》，作为苏州等城市创新生态 发展的参考。 联合国科学与技术发展促进委员会执行主席彼得·梅杰曾多次到访苏州，近距离观察当地的创新发展。 他在致辞中说，创新是引领发展的核心驱动力，要用系统思维，构建开放的创新生态，提升国际竞争 力，增加经济发展韧性。一座城市只有拥有了不可复制的独特创新生态，才能在创新发展之路上行稳致 远。联合国科学和技术促进发展委员会将持续关注并支持相关研究，为推动创新发展和经济韧性做出更 多贡献。 苏州创新生态研究院院长施琴芬指出，一座城市若非用系统思维构建具有独特属性的创新生态，人才的 根植性和城市的韧性就十分脆弱。具备独特属性的城市创新生态是难以被复制的，这将成为城市创新发 展的"基因密码"。研究院倡导创 ...

Core Viewpoint - The 2025 China Maritime Day emphasizes "Green Navigation for New Strength," highlighting the country's commitment to sustainable maritime development and the achievements in the shipping industry [1]. Group 1: Event Overview - The main event for the 2025 Maritime Day took place in Qionghai, Hainan, featuring over 20 activities including forums, seminars, and cultural experiences [1]. - The event released the 2024 China Shipping Development Report and announced lists of safe and trustworthy shipping companies, labor models, and award winners in maritime science and technology [1]. Group 2: Industry Achievements - China boasts the world's largest shipping fleet and port cluster, with nearly one-third of global maritime transport volume, contributing significantly to global trade stability [1]. - In 2024, waterway freight volume reached 9.81 billion tons, a 1.64 times increase over the past decade, with a turnover of 14 trillion ton-kilometers, accounting for 55.6% of total cargo turnover [3]. Group 3: Green Transformation Initiatives - The Ministry of Transport is promoting the green transformation of the shipping industry by optimizing transport structures, enhancing clean energy technology, and developing green port infrastructure [2]. - Significant progress has been made in the application of new energy and clean energy vessels, with major ports like Shanghai successfully implementing clean energy refueling operations [3]. Group 4: Future Directions - The Ministry of Transport plans to enhance the green shipping policy framework, develop carbon emission monitoring standards, and promote the construction of international green shipping corridors [4]. - The focus will also be on integrating new technologies such as AI, IoT, and 5G into the shipping sector to improve digitalization across the entire supply chain [4].

央视网消息：国家发改委主任近日表示，"十四五"规划纲要确定的战略任务全面落地，研发投入再创新高，中国创新取得重大 突破，科技创新带动产业不断向中高端转型升级，引起舆论关注。 柬埔寨《高棉时报》：科技创新为各行各业赋能 文章指出，今年是中国国民经济和社会发展第14个五年规划收官之年，中国这五年取得了新的开创性进展、突破性变革、历史 性成就。"十四五"规划纲要部署的102项重大工程顺利推进，从西南的电厂到华北的煤矿，人工智能新技术与千行百业交融并向纵 深发展。中国推动互联网、大数据、人工智能和实体经济的深度融合，为各行各业赋能。 马来西亚星洲网：不是简单的技术突破 "十四五"期间，中国政府非常明确新质生产力的发展方向及相关领域，并采取切实行动。中国式创新不是简单的技术突破，而 是更加关注用户体验和市场需求，推动技术与市场的深度融合，并已形成完整的创新生态系统。中国对世界经济增长的贡献率保持 在30%左右，成为当今世界推动发展最稳定、最可靠、最积极的力量。 《巴西日报》：打造协同创新的生态系统 越来越多中国科技企业享誉全球，在新兴科技不断涌现的时代，全球日益关注中国的创新生态系统，尤其是中国在能源转型、 整体能源生 ...

Group 1 - The Shenzhen Stock Exchange has revised the compilation plan for the ChiNext Composite Index, resulting in a total of 1,316 sample stocks that cover 95% of the listed companies on the ChiNext board [1] - The total market capitalization coverage of these sample stocks is 98%, with the top three industries represented being Industrial (32%), Information Technology (26%), and Healthcare (12%) [1] - High-tech enterprises account for 92% of the index weight, while strategic emerging industries represent 79%, and key sectors such as advanced manufacturing, digital economy, and green low-carbon industries make up 74% [1] Group 2 - The Shenzhen Stock Exchange aims to enhance the "Chuang" series of indices and index products, focusing on serving national major strategies and key areas [1] - The exchange plans to enrich the supply of quality investment targets to provide diversified options for medium- and long-term capital allocation, contributing to the high-quality development of the capital market [1]

Group 1: Tourism and Hospitality - Zanhua County is developing its tourism sector, with the establishment of various accommodations and recreational facilities, including "Dafan Camp" and "Lichun Bieyuan" [2][3] - The county has seen a significant increase in tourist numbers, with 82.6 million visitors during the May Day holiday, generating nearly 600 million yuan in tourism revenue [4] - The region is focusing on year-round tourism, integrating natural landscapes with new cultural and recreational activities [3][4] Group 2: Agricultural Products - Zanhua County is recognized for its production of sour jujube, with 230,000 acres of sour jujube forests contributing to its agricultural identity [5][6] - The sour jujube industry is expected to generate approximately 5 billion yuan in revenue, with local companies specializing in deep processing of sour jujube products [6][7] - The county has established a strong supply chain for sour jujube, with over 300 specialized companies and more than 1,500 processing workshops [7] Group 3: Industrial Development - Zanhua County is the largest ceramic production area in Hebei Province, transitioning towards high-tech ceramic manufacturing [8][9] - The introduction of advanced technologies in the ceramic industry has led to a significant reduction in production costs, with some products seeing price drops of over 50% [8][9] - A new project by Huicai Electronics, with an investment of 1.01 billion yuan, aims to produce 3 million ceramic substrates annually, generating an expected annual output value of 600 million yuan [9]