摘要 1、今天，A股三大指数再度收跌，不过有超3500只个股上涨，小盘股表现突出， 汽车零部件板块逆势上涨，外交部重磅发布。 2、 盘点历史五一节前后走势， 哪些板块机会更大？ 3、 上天天基金APP搜索【777】 领98元券包 ，优选基金10元起投！限量发放！先到先得！ 真话白话说财经，理财不说违心话 --这是第1343 篇白话财经- - 今天，A股三大指数继续收跌，但有超3500只个股上涨，小盘股表现突出，北证50、国证2000、中证1000等小盘股指数领涨。 （图片来源：东方财富APP，统计截至2025/4/29，不作投资推荐） 两市成交额1.02万亿元，节前资金有些无心恋战了。盘面上，汽车零部件、传媒、食品饮料等板块逆势上涨，电力、银行等板块下跌。 分析人士认为， 短期市场或有一定调整压力，但调整也为投资者提供配置良机，5月A股有望迎来反弹窗口。 一则消息，这一板块大涨 今天，小盘股扛起了领涨大旗。汽车零部件板块在利好下涨超2%。 一方面，科技板块以技术突破来提供生产力的底层逻辑未变； 另一方面，扩内需促消费政策持续加码，加强国内大循环以对冲外需走弱。红利板块则在市场下行期间，防御风格抬头时相对优势更 ...

2025年，国家自然科学基金委员会将联合依托单位，深入开展人才项目"帽子化"治理，巩固深化评审专 家被"打招呼"顽疾专项整治，规范经费使用管理，提高科学基金资助效能，确保把宝贵的科技资源投向 最具创新活力的一线科研人员。 在支撑经济社会发展方面，加强有组织的基础研究，主责承接重点研发计划和重大专项；做大做强做优 联合基金，撬动更多社会资源投入基础研究；允许央企研发机构注册为依托单位，探索科学基金对民营 企业进行支持的新模式；设立面向全球的科学研究基金，开展国际科研资助。（记者温竞华） 这是记者从国家自然科学基金委员会日前召开的2025年项目评审工作动员部署会上了解到的信息。 来自会上的信息显示，2024年我国基础研究经费达2497亿元，同比增长10.5%；高被引论文数和自然指 数等指标居于世界前列，基础研究人才队伍不断壮大，高校综合实力和国际竞争力持续增强，科技创新 为高新技术企业快速发展注入强劲动力，有力支撑我国推进高水平科技自立自强。 国家自然科学基金委员会主任窦贤康说，锚定2035年建成科技强国的战略目标，国家自然科学基金作为 支持基础研究的主渠道，2025年将重点做好两方面工作：在增强我国原始创新能力 ...

最近，来自世界知识产权组织的一组数据，再次印证了我国在人工智能领域的综合实力：我国已成为全 球人工智能专利最大拥有国，占比达60%。世界知识产权组织助理总干事夏目健一郎表示："在生成式 人工智能领域的全球十大专利持有者中，超半数是来自中国的企业和科研机构。" 来源：人民日报客户端 人工智能是引领新一轮科技革命和产业变革的战略性技术。尤其是随着大模型和生成式AI发展，进一 步带动全球范围内的人工智能创新。 这轮人工智能浪潮中，中国正视差距、加倍努力、不断超越。目前，我国人工智能研究论文的数量、质 量均居于全球第一梯队，人工智能企业数量位居全球第二，还是诸多人工智能开源社区的重要贡献者。 人工智能领域良好的发展势头，也让外国投资者更加看好中国科技产业发展前景。高盛发布的报告就预 计："如果中国在基础技术自主创新方面取得更显著进展，并广泛应用具有成本效益的人工智能，那么 中国科技企业盈利将在我们基本预测的基础上提高2%。" 技术没有止境，发展未有穷期。应当看到，我们在人工智能基础理论、关键核心技术等方面还存在短板 弱项。面对新一代人工智能技术快速演进的新形势和日趋激烈的全球科技竞争，牢牢把握人工智能发展 机遇，充分 ...

吴斌紧盯科技自立自强，参与华虹半导体首次公开发行（IPO），打破地域、时差、文化等差异，引入 阿布扎比投资局作为外资投资方；助力联影医疗登陆科创板，打破外资医学影像公司对CT技术的垄 断。他创新推出国内首单绿色证券，并积极在全国推广，先后支持苏浙沪闽多地机场、轨交、航空公司 发行绿色证券，有力推动绿色低碳可持续发展。吴斌以专业、审慎的态度带领团队发行近千个各类证券 项目，承销规模达5700亿元。 深耕金融领域17载，从服务国家战略到助力脱贫攻坚，从破解融资难题到培育青年人才，吴斌始终用专 业与担当，诠释着新时代金融人的使命。 吴斌说，每一项事业，都是靠脚踏实地干出来的。从黄浦江畔到贫困地区，从债券市场到田间地头，吴 斌用行动证明，金融为民不是口号，而是脚踏实地地奔赴。如今，他依然带领团队奋力奔跑在建设金融 强国的道路上。 金融不是冰冷的数字，而是托举人间烟火的力量。安徽省利辛县曾是国家级贫困县，产业基础薄弱。在 利辛县等地区，吴斌带领团队创新运用金融工具破解发展难题。他在市场上首次运用"扶贫证券+信用 衍生品"的模式，创设首单扶贫专项信用保护合约（CDS），以极低的成本为地方国企完成扶贫专项项 目发行。 面对 ...

4月24日至25日，2025年全国贸易摩擦应对工作会议在北京召开。会议指出，当前我国面临的贸易摩擦 正进入高强度阶段，强调面对困难与挑战要坚定信心、保持定力、讲究策略，在危机中育新机，于变局 中开新局。 企业如何在变局中创造新局面，中国核电企业的"逆袭"提供了有益的经验。《中国经营报》记者了解 到，从核心设备到数字化控制系统，中国核电不仅摆脱了对国外技术的依赖，更以"和睦系统"等自主研 发成果跻身全球前列。 2016年起，特别是2019年美方将部分央企列入实体清单后，这些央企显著加快了自主化步伐，覆盖装备 制造和软件设计等多个领域。 前述核电企业人士指出："科技自立自强、掌握自主核心技术最为关键，同时也需重视产业链协同创新 和共同发展。"他举例称："在美国制裁后，我们与产业链上下游合作伙伴一道梳理各领域可能受制于人 的关键设备和项目，共同解决难题。" 如今，中国核电技术已经跻身全球最前列。"完全可以与美国、法国的核电技术同台竞争，并在多个领 域实现超越。"前述核电企业人士称。 一位核电企业人士对记者表示："从核电行业自身来看，中美贸易摩擦对产业技术路线影响基本可以忽 略不计，因为我们的核电产业链已经完全成熟， ...

Core Viewpoint - The construction of a resilient scientific research system is essential for ensuring national technological security and achieving self-reliance in science and technology, especially in the context of increasing global technological competition and geopolitical tensions [3][8]. Group 1: Challenges to the Research System - The scientific research system faces multiple challenges, including accelerated technological iteration, interdisciplinary collaboration risks, sudden public events, and uneven resource distribution [2][4]. - The rapid development of technology brings ethical and regulatory issues, as well as disruptive changes in research paradigms, posing adaptability challenges to traditional research organizational models [2][3]. Group 2: Necessity for a Resilient Research System - A resilient research system is particularly necessary for China due to increasing international competition and sanctions from developed countries, which hinder international research cooperation and access to research facilities [3][4]. - The lack of an independent and self-sufficient research ecosystem in China, along with limited international academic discourse power and weak foundational research, necessitates the establishment of a resilient research system [3][4]. Group 3: Strategies to Enhance Resilience - Enhancing the resilience of the research system should focus on four aspects: technological resilience, institutional resilience, organizational resilience, and social resilience [4][5]. - Strengthening technological resilience involves improving independent innovation capabilities and developing backup plans for critical technologies to mitigate risks from potential technological blockades [4][5]. - Institutional resilience requires continuous evolution and improvement of existing systems to enhance risk resistance, including the establishment of flexible legal frameworks and risk assessment mechanisms [5][6]. - Organizational resilience can be improved by increasing flexibility in resource allocation and fostering collaboration among various research entities to optimize strategies and share resources [6][7]. - Social resilience emphasizes the importance of public engagement and support for scientific research, enhancing scientific literacy, and fostering a stable social environment for technological development [7][8].

Core Viewpoint - High-level research universities are essential for fostering innovative talent, conducting fundamental research, and driving significant technological breakthroughs, thus playing a crucial role in national strategic scientific power [5][6][10]. Group 1: Strengthening Support for Technological Independence - High-level research universities must enhance their role as the primary force in technological independence by cultivating top innovative talent and producing original innovative results [6][7]. - The integration of talent cultivation and scientific research is vital, with a focus on attracting excellent faculty and providing robust support for innovative talent development [7][9]. - Universities should balance goal-oriented approaches with free exploration in research, adapting strategies based on historical context and disciplinary characteristics [8][9]. Group 2: Improving Evaluation and Optimizing Ecosystems - Research universities need to align their services with national needs, emphasizing quality, performance, and contribution in evaluations to reflect innovation levels and societal impact [9][10]. - A shift from quantity-based to quality-based research evaluation is necessary, fostering a healthy academic ecosystem that encourages innovation and scientific spirit [9][10]. Group 3: Promoting Interdisciplinary Integration - Interdisciplinary integration is crucial for enhancing technological innovation capabilities, as many significant breakthroughs occur at the intersection of disciplines [10][11]. - Research universities should break down disciplinary barriers and adjust their academic structures to seize technological advantages and address critical challenges [10][11]. Group 4: Organized Research and Innovation Platforms - Organized research is essential for systematic responses to national and regional strategic needs, requiring universities to enhance their research innovation frameworks [11][12]. - Establishing major technological innovation platforms is necessary to gather national strategic scientific resources and improve innovation capabilities [12][13]. Group 5: Cultivating Strategic Scientists - Strategic scientists are key resources for achieving high-level technological independence, necessitating a focus on nurturing and utilizing such talent within research universities [13][14]. - Universities should develop mechanisms for cultivating strategic scientists and ensure their involvement in significant scientific decision-making [13][14]. Group 6: Pursuing Excellence and National Integration - Research universities must align their missions with national modernization goals, exploring mechanisms to enhance the synergy between education, technology, and talent development [14][15]. - Deep integration into the national innovation system is essential for universities to contribute effectively to the development of a strong educational and technological nation [15][16]. Group 7: Building Collaborative Ecosystems - Research universities should create collaborative ecosystems with regional economies, fostering innovation-driven development and enhancing educational and technological support [16][17]. - Active participation in regional development initiatives, such as the construction of innovation centers, is crucial for aligning university capabilities with local industry needs [16][17]. Group 8: Transforming into Strategic Research Universities - Research universities are encouraged to evolve into strategic research institutions, focusing on systematic reforms to enhance their educational and research capabilities [17][18]. - Continuous improvement in governance and management structures is necessary to support the transition towards a world-class university model [17][18].

LSEG 《前瞻》中国4月底政治局会议料不轻易露"底牌"，但会释放增量信号振奋信心 - Reuters News み 2025年4月25日 10:09:44 上午 中国财长和央行行长近日出席二十国集团（G20）会议，蓝佛安强调中国主张通过平等对话协商解决贸易和关税争议；潘功胜则表示 各方应加强合作，努力避免全球经济滑向'高摩擦、低信任'的轨道。 **明确增量预期** 张迪认为，4月政治局会议或释放更加积极的工作基调：一方面、加快已有政策工具的落实、包括加快政府债券的发行进度、为下半 年政策加码腾出空间；另一方面，给出增量政策信号， 待外部环境进入稳态后， 适时推出政策储备。 路透北京4月25日 - 中国4月底即将召开政治局会议，为全年经济工作开展"划重点"。但鉴于中美谈判形势尚未明晰，分析人士普 遍预期，会议可能难见"大水漫灌"式激进策略. 因为不轻易亮出全部"底牌"。预计随着贸易战进展"攻守兼备", 择机出动, 不过他们认为，总体会议在强调落实既有政策基础上，也会释放增量政策信号提振信心。具体来看，刺激内需尤其是消费的政策将 逐渐浮出水面, 如提高居民收入、提供育儿补贴等, 后续聚焦与社会保障体系密切相关的 ...

今年我国将发行超长期特别国债1.3万亿元。 今年的超长期特别国债将于4月24日开闸，首期聚焦20年、30年期品种。同时，专项债"自审自发"试点也在多 地密集落地。超长债和专项债的供给持续扩容，成为我国扩内需、促消费的重要抓手，为做大做强国内大循环 注入强劲动能。 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 相比去年，今年特别国债发行安排的披露时间更为靠前，融资速度也较快，意在为扩内需促消费"添柴加薪"， 这对于进一步巩固和提升经济向好预期十分必要。今年一季度，在"两新""两重"政策支持下，相关消费品保持 两位数增长，反映出我国扩大内需取得阶段性成效。 提振消费需要政府有形之手"加油打气"。面对外部环境日趋复杂严峻的局面，国内经济不仅需要靠扩张性货币 政策发力，更需要依靠扩张性财政政策，进一步主动创造需求。其中，超长期特别国债能够安排更多的财政资 金用于更大力度促进消费、扩大内需，能够将私人储蓄聚集并转化为有效需求，进而支持经济增长，实现供给 与需求的同频共振 ...

Core Viewpoint - The article emphasizes the importance of agricultural technology in building a strong agricultural nation, highlighting the need for both original innovation and effective technology application to enhance agricultural productivity and competitiveness [1][2]. Group 1: Agricultural Technology and Innovation - The "Planning for Accelerating the Construction of a Strong Agricultural Nation (2024-2035)" outlines a strategic framework for high-level agricultural technology self-reliance and innovation [1]. - Key characteristics of a strong agricultural nation include strong supply security, technological equipment, operational systems, industry resilience, and competitive capabilities [1]. - The article notes that while China has made significant progress in agricultural technology innovation, it still does not rank as a strong agricultural technology nation compared to international standards [2]. Group 2: Collaboration and Systematic Innovation - There is a need for collaboration among various agricultural innovation entities to overcome issues such as low-level repetition and homogeneous competition [3]. - The article advocates for breaking down industry barriers and fostering systematic research cooperation to enhance overall innovation effectiveness [3]. Group 3: Application and Market Integration - The article stresses the importance of integrating technological innovations into practical applications, addressing the disconnect between supply and demand in agricultural technology [4]. - It highlights the necessity of focusing on core technologies, key resources, and digital agriculture to improve the overall effectiveness of agricultural innovation [4].