12月11日，2026年中国国际服务贸易交易会论坛会议专题交流座谈会暨"服贸大咖谈"开放篇——"十五五"服贸新机遇在国家会议中心举行。会议邀请2025年 服贸会论坛会议咨询专家顾问与主题论坛主办方代表，就"十五五"行业发展趋势以及2026年服贸会论坛会议筹备等展开研讨。 座谈会上，北京市国际服务贸易事务中心副主任殷亮介绍了2026年服贸会的筹备情况。在论坛会议方面，将强化主题设计，打造体系化论坛会议，强化会前 审核、会中服务、会后评估，建立优胜劣汰机制，推动服贸会论坛会议质量再提升。 把脉行业新趋势 作为服贸会主题论坛的主办方，座谈会上，多位嘉宾透露了2026年相关主题论坛的筹备思路和议题设想。 中国医院协会副秘书长王才有表示，2026年"首都国际医学大会"拟围绕三方面设置议题：一是聚焦对外开放。二是围绕医疗健康数字化国际合作。三是提升 国际话语权。在组织形式上，计划设置核心峰会、特色分论坛、合作对接会等，会上拟重点展示"健康中国"战略十周年发展成果。 中国环境保护产业协会副秘书长李承峰介绍，2026年生态环保产业服务"双碳"战略院士论坛计划以"数智赋能产业化，绿动全球新生态"为年度主题，聚 焦"十五五"新质 ...

Core Viewpoint - Shandong Investment Co., Ltd. is providing a comprehensive credit facility of 100 million yuan to support the construction of the Nantong Big Data Cloud Computing Center project, which aligns with the national "East Data West Computing" strategy and promotes digital infrastructure development in the Yangtze River Delta region [1] Group 1: Project Financing - The Nantong Big Data Cloud Computing Center project will cover an area of approximately 29,200 square meters and aims to build 3,000 high-power cabinets, focusing on high computing power and low energy consumption for sectors like big data, industrial internet, artificial intelligence, and the Internet of Things [2] - To address funding pressures for purchasing essential equipment like diesel generators and UPS systems, Jinding Leasing and Lushin Huijin designed a comprehensive credit solution combining debt, equity, and asset rights [2] - Jinding Leasing provided 60 million yuan through direct leasing, while Lushin Huijin contributed 40 million yuan via trust funding, effectively bridging the funding gap for equipment procurement and project operation [2] Group 2: Risk Management - The project exemplifies cross-licensing collaboration within the Shandong Investment system, establishing a robust risk control framework through a three-tiered mechanism of asset, equity, and decision-making rights [3] - Jinding Leasing retains ownership of the equipment, while Lushin Huijin exercises decision-making authority through equity pledges and joint management of certificates, ensuring a veto power over financing and guarantee matters [3] Group 3: Economic Impact - As a key service industry project in Jiangsu Province, the first phase of the Nantong IDC project will provide 1,000 high-power cabinets, significantly enhancing computing power supply in the Yangtze River Delta [4] - The project will directly support advanced technology fields such as AI training, cloud computing, and big data, while also empowering the digital transformation of manufacturing and finance sectors, accelerating the implementation of industrial internet and smart city applications [4] - Shandong Investment is committed to supporting key areas like green economy, digital economy, and rural revitalization through innovative financial products and collaborative mechanisms, reflecting its dedication to the new infrastructure strategy [4]

Core Viewpoint - The digital economy theme index has experienced a decline, with significant movements in component stocks, reflecting the current trends in the AI and digital economy sectors [1][2]. Industry Insights - The AI industry is undergoing a comprehensive explosion from infrastructure to application, with a consensus among international investment banks and domestic brokerages that AI computing power demand is growing exponentially [1][2]. - Global tech giants are increasingly directing capital expenditures towards AI, with NVIDIA's CEO stating that "AI demand is infinite," and Alibaba Cloud announcing a plan to invest 100 billion yuan in expanding its intelligent computing centers over the next three years [1][2]. - Capital expenditures for cloud service providers are expected to rise significantly this year, with the four major overseas cloud service providers projected to spend $167.9 billion, a 39% increase year-on-year [1][2]. Company Performance - The top ten weighted stocks in the digital economy theme index account for 54.6% of the index, with notable companies including Dongfang Wealth, Cambricon, and SMIC [2][4]. - The performance of individual stocks within the index varies, with Dongfang Wealth showing a slight increase of 0.18%, while companies like Haiguang Information and Zhongke Shuguang experienced declines of 3.53% and 3.72%, respectively [4].

昨天（12月10日），2025吴江（北京）投资促进推介会在北京举行，吴江全方位展示在新型工业 化、数字经济、文旅融合等领域的发展机遇，介绍半导体产业政策，发布"百场千景"人工智能场景应用 需求清单，向在京企业、机构与人才发出邀约。 "我们感觉自己不像外地项目，而是一家土生土长的企业，有一种宾至如归的感觉。"北京真视通科 技股份有限公司总裁王克强表示，公司在盛泽镇落地的新能源充电桩及储能项目，目前厂房已经封顶， 明年6月将正式投产。"吴江在招商对接、项目落地、厂房开工、政策落实等环节都非常高效，全方位赋 能企业发展。" 活动中，一批服务业、产业项目和重大产业基金项目进行了签约。 作为江苏民营经济的领头羊，吴江以2家世界500强企业、4家中国500强企业及33家上市企业，15家 国家级制造业单项冠军、99家国家级专精特新"小巨人"企业及1654家高新技术企业的综合实力，连续多 年位列全国百强区第一方阵。国家先进功能纤维创新中心、江苏海洋信息技术与装备创新中心、清华汽 研院智能网联汽车创新中心等一批高能级产学研平台在吴江落户集聚。 ...

今年10月，科大讯飞海南自贸港总部基地项目(一期)正式投用，这是科大讯飞在海南战略布局的重 要一环。"我们将以总部基地为平台，发挥人工智能领军企业带动作用，协助政府有关部门积极开展招 商引资工作，努力引进更多人工智能产业链的上下游企业扎根海南。"张树彬说。 如何提升招引工作质效?张树彬介绍，海南声谷科技专门设置招商团队，认真分析目标企业的发展 方向等关键因素，为政府需求做好匹配;同时围绕已引进企业做好产业孵化服务，提供技术和商业辅 导，帮助企业降本增效。目前，海南声谷科技已引进20余家企业，有力助推崖州湾科技城高新区加快实 现数字经济产业集聚。 2017年，科大讯飞与海南省政府建立战略合作关系。同年，张树彬离开工作多年的深圳，来到海南 开启新的职业旅程，他推动成立了科大讯飞的全资子公司——海南声谷科技有限公司，为科大讯飞在海 南的资源配置及产业导入提供了有效载体。 在张树彬的带领下，多年来，海南声谷科技持续深耕教育、医疗、城市建设等领域，积极赋能当地 经济社会发展。比如，在智慧教育方面，海南已有400多所学校使用科大讯飞开发的人工智能屏幕、智 能评卷系统等产品，以人工智能助力教育数字化转型;在智慧城市方面，运 ...

Core Insights - The 28th Beijing-Hong Kong Economic Cooperation Seminar focused on high-quality development and featured over 800 participants from government and business sectors in both regions [1] Group 1: Technology Innovation - The seminar highlighted technology innovation, with a focus on the signing of a memorandum to deepen cooperation between Beijing and Hong Kong in scientific and technological innovation [2] - The number of startups in Hong Kong has increased from approximately 1,000 a decade ago to 4,700, with a 7.6% rise in the added value of manufacturing and emerging industries in 2023 [2] - The Hong Kong Science Park is set to open, providing new space for international resource aggregation, and there is an expectation for more Beijing enterprises to establish operations in the Northern Metropolis and the Hong Kong-Shenzhen Innovation and Technology Cooperation Zone [2] Group 2: Deepening Cooperation - Beijing's autonomous driving company, WeRide, signed an agreement with Hong Kong's Kwoon Chung Bus Holdings to deploy over 500 autonomous vehicles in Hong Kong within three years, with a total investment of no less than 1 billion yuan [4] - The seminar announced 160 investment projects with a total investment amount of 60.32 billion yuan, covering areas such as enterprise financing, technology cooperation, and international expansion [4] - A total of 29 projects were signed during the opening ceremony, involving nearly 56 billion yuan across 11 key cooperation areas, including technology services and artificial intelligence [4] Group 3: Promoting Internationalization - Many Beijing enterprises are looking to use Hong Kong as a platform for international expansion, with several tech companies listing or establishing operations in Hong Kong over the past year [6] - The Hong Kong government has formed a task force to support mainland enterprises in expanding overseas, integrating various offices to attract businesses interested in international markets [7] - A partnership was established between Beijing's digital economy enterprises and Hong Kong's Cyberport to facilitate international market entry, exemplifying the "Beijing solution + Hong Kong platform" model [7] Group 4: Investment Statistics - As of September this year, Hong Kong's cumulative investment in Beijing exceeded 140 billion USD, accounting for over 65% of Beijing's actual foreign investment [5] - Beijing's direct investment stock in Hong Kong exceeds 50 billion USD, representing nearly half of Beijing's overseas investments [5]

中央经济工作会议指出，明年经济工作在政策取向上，要坚持稳中求进、提质增效，发挥存量政策和增 量政策集成效应，加大逆周期和跨周期调节力度，提升宏观经济治理效能。 机构人士表示，2026年财政政策仍有发力空间，货币政策会采用多种结构性工具，为高质量发展提供更 加精准有效的支撑。在有力高效的政策支撑下，2026年中国经济有望继续保持高质量发展的良好势头， 资本市场行稳致远基础进一步巩固。 保持必要的财政赤字 会议指出，要继续实施更加积极的财政政策。保持必要的财政赤字、债务总规模和支出总量，加强财政 科学管理，优化财政支出结构，规范税收优惠、财政补贴政策。 中信证券首席经济学家明明表示，我国财政将继续保持一定的支持力度和支出强度，2026年财政赤字率 或维持在4%，对应财政赤字规模将提升至6万亿元左右。以短期视角看，预计2026年地方专项债新增额 度将有所增加，同时会在适当时机继续推出新型政策性金融工具，支持地方优质项目的投资建设，起到 推动投资止跌回稳的效果。 "2026年财政政策仍有发力空间。"财信证券首席经济学家袁闯预计，2026年财政赤字率在3.5%-4%，中 央加杠杆仍将是财政政策发力的重要方向。 科技成长 ...

12月10日至11日，中央经济工作会议在北京举行。 | IEV | かすヽ 原力心 M 天 1 × 山 | MAX ATT 次 / / x | | --- | --- | --- | | EX | 总量,加强财政科学管理, | 给力。 | | 策 | 优化财政支出结构,规范 | | | | 税收优惠、财政补贴政策。 | | | | 要继续实施适度宽松的货 | 要实施适度宽松的货币政 | | | 币政策。把促进经济稳定 | 策。发挥好货币政策工具 | | | 增长、物价合理回升作为 | 总量和结构双重功能,适 | | | 货币政策的重要考量,灵 | 时降准降息,保持流动性 | | ਜ | 活高效运用降准降息等多 | 充裕,使社会融资规模、货 | | 政 | 种政策工具,保持流动性 | 币供应量增长同经济增 | | 策 | 充裕,畅通货币政策传导 | 长、价格总水平预期目标 | | | 机制,引导金融机构加力 | 相匹配。 | | | 支持扩大内需、科技创新、 | | | | 中小微企业等重点领域。 | | | | 坚持内需主导,建设强大 | 实施提振消费专项行动, | | 消 | 国内市场。深入实施提振 | 推 ...

Group 1 - The core point of the news is the enactment of the Digital Technology Industry Law in Vietnam, which will officially take effect on January 1, 2026, with some provisions effective from July 1, 2025, marking a strategic step towards establishing Vietnam as a global digital technology center [1] - The law introduces a series of breakthrough incentive policies and a talent development strategy for the high-quality digital technology industry, aiming to strengthen modern digital infrastructure and build a synchronized ecosystem [1] - It serves as an important institutional lever for promoting digital transformation and developing the digital economy, providing strong momentum for the implementation of the Central Committee's Resolution No. 57 on technology, innovation, and national digital transformation [1] Group 2 - Significant breakthroughs in land and corporate income tax are achieved, with 14 categories of key materials and 18 categories of core equipment required for the semiconductor industry receiving the highest level of policy support, including full exemption from land use fees and rents [1] - Companies engaged in electronic device production can benefit from a corporate income tax incentive of "four exemptions and nine reductions," allowing full exemption for the first four years and a 50% reduction for the following nine years [2] - The law allows for the import of second-hand equipment under specific conditions to minimize R&D costs and encourage innovation, including for special professional purposes and scientific research [2]

Core Viewpoint - The company TeFa Information has been involved in a legal case regarding contract fraud and embezzlement related to its acquisition of Shenzhen TeFa Dongzhi Technology Co., Ltd, with a court ruling to recover over 170 million yuan from the defendants [1][6]. Group 1: Legal Issues - The court has ruled to recover a total of over 170 million yuan from multiple defendants involved in the fraud case, which will be returned to TeFa Information [1][6]. - The fraud case originated from the acquisition of TeFa Dongzhi, with the defendants committing fraud through financial manipulation [4][8]. - The court's ruling includes the recovery of specific amounts from individual defendants, including 145 million yuan in cash and stocks from one defendant, and additional amounts from others [4][8]. Group 2: Company Performance - TeFa Information has been operating in the optical communication industry for over 30 years, developing four main business segments: cables, smart services, integrated business, and property asset management [5][9]. - The company reported a revenue of 3.184 billion yuan for the first three quarters of the year, a decrease of 10.04% year-on-year, while net profit attributable to shareholders increased by 80.75% to 7.9961 million yuan [5][9]. - The company faces both opportunities and challenges due to advancements in technology such as AI and 5G, but also experiences a contraction in domestic demand for optical communication networks [5][9].