日前，由中铁四局承建的7000TEU集装箱船建造项目迎来重要节点——首个非水密隔舱总段在通州 湾智能制造基地顺利发运，标志着该船舶进入分段建造快车道，为后续船体合龙与整体建造奠定了坚实 基础。 此次发运的非水密隔舱总段长36米、宽22米、高1.9米，重达240吨，是集装箱船结构的核心组成部 分之一。集装箱船作为现代海运主力船型，具备大舱口、格栅货舱与甲板多层堆箱等设计特点，专为高 效装卸与大规模集装箱运输而打造。横隔舱在船体中主要承担导向、定位与系固功能，分为水密与非水 密两类，其建造精度直接关系到整船的结构安全与运营效能。 面对船舶建造中工序衔接精度高、结构控制难度大等挑战，项目团队创新融合桥梁制造领域的大型 钢结构精度控制经验与船舶建造工艺，通过优化定位工装、科学设置支撑、严格控制线型，实现横隔舱 部件的精准快速定位，显著减少因胎位不合理导致的结构变形。针对甲板平面度要求高、箱体组拼复 杂、导轨安装精度严等技术难点，技术团队推行火焰调整矫正、分段翻身、外部强结构施压及船舶专用 焊接等多项特种工艺，并引入船舶行业专用测量软件EcoBlock-G35，实施全过程精细化管控，有力保障 了分段安装精度与整体质量。 ...

Core Points - On December 15, Agricultural Bank of China signed a strategic cooperation agreement with China National Machinery Group, focusing on rural revitalization and manufacturing strength [1][6] - The agreement was signed by key executives from both organizations, including the chairman and president of Agricultural Bank of China and the chairman and general manager of China National Machinery Group [1][6] Group 1 - Agricultural Bank of China views China National Machinery Group as an important strategic partner and aims to deepen cooperation across various fields to contribute to high-quality economic and social development [3][8] - China National Machinery Group expressed gratitude for the support from Agricultural Bank of China and highlighted the potential for collaboration in national strategies such as rural revitalization and technological advancement [3][8] - Both parties aim to expand their cooperation during the "14th Five-Year Plan" period, enhancing the partnership to new levels [3][8]

"十四五"时期，中国一重（601106）锚定制造强国、东北振兴等国家战略部署，以聚焦主业、技术突 破、服务战略、改革攻坚为核心路径，在夯实发展根基的同时，持续向资本市场释放高质量发展信号， 实现战略落地与价值提升的双向奔赴。 通过组织重构与产业布局优化，中国一重在"十四五"时期推动一重材料、核电石化等核心业务板块实 现"研产供销服"一体化运行。公司果断剥离非主业关联业务，将资源集中投向高端装备制造核心领域。 全力打造现代化重型装备生产制造基地，加大重大技术改造投入，持续升级制造能力，以清晰的主业定 位和稳定的业务布局，增强了资本市场对公司的信心。 聚焦关键领域"卡脖子"技术攻关，中国一重成功突破40项核心技术，研制出"玲龙一号"反应堆核心模 块、500MW冲击式水轮机转轮锻件等一批填补国内空白的重大成果，"华龙一号首堆工程"荣获国防科 技进步一等奖。3800mm高架中厚板生产线、GH3230镍基合金压力容器锻件等创新成果，不仅巩固了行 业技术话语权，更将技术优势转化为市场竞争力。 中国一重深度融入东北振兴战略，联合高校共建创新研究院，风电全产业链项目提前并网发电，在绿色 能源领域开拓新增长曲线；严格按期交付国 ...

Market Structure - The A-share market has formed a dual-core industrial structure centered on technology growth and midstream manufacturing, driven by macroeconomic cycles, industrial policy guidance, and market funding preferences [6][9][12] - The technology sector has developed into a high-prosperity cluster with significant internal linkage, while the manufacturing sector serves as a market stabilizer, maintaining connections with various fields [10][12] - The TMT sector has shown a clear rotation characteristic with midstream manufacturing since 2021, constituting the core direction for market capital allocation [12][16] Market Sentiment - The three-dimensional sentiment model provides an objective and sensitive monitoring of market sentiment, which is crucial for observing phase changes in the market [23][51] - In 2025, the market sentiment exhibited a dual-cycle pattern, with a small cycle from January 6 to April 14 and a larger cycle from April 15 to October 29, reflecting the complex interplay of policy and external factors [51][52] - The sentiment phases are closely linked to industrial rotation, with TMT industries gaining prominence during positive sentiment periods, while upstream resource industries serve as defensive plays during cautious sentiment [52][53] Policy Frequency Analysis - The "14th Five-Year Plan" and "15th Five-Year Plan" highlight a strategic emphasis on technological innovation and manufacturing, indicating a shift towards self-reliance and security in the industrial framework [56][57] - The frequency of terms related to safety, technology, and energy in the "15th Five-Year Plan" suggests a deepening focus on these areas, reflecting their importance in the context of modernizing China's economy [57]

每经记者：张寿林 每经编辑：陈俊杰 日前，在华夏时报主办的第十九届华夏机构投资者年会暨华夏金融（保险）科技论坛上，国务院发展研究中心原副主任、第十三届全国政协经济委员会副主 任刘世锦发表演讲。他表示，中国经济增长由高速转向中速，背后是供给不足转向需求不足，相应地，增长动能由投资和出口驱动为主转向创新与消费驱动 为主。 刘世锦发表演讲 每经记者 张寿林 摄 刘世锦说，下一步要推动制造强国、消费强国和金融强国建设。 围绕金融强国，刘世锦还提出，中国需要形成强大的货币。从历史看，一国实体经济占全球比重提升，则其货币在全球使用份额相应上升。中国提升人民币 使用份额，重要突破口便是大幅增加离岸人民币数量，离岸人民币流动性、便利性大幅提高，从而逐步成为国际主流货币。 进一步看，刘世锦指出，国际主流货币特点之一是，大量进口都是以本国货币支付结算。美国正是在大量进口中以美元支付，使得美元流向国际市场，从而 形成大规模离岸美元。中国可在保持进出口大体平衡基础上，相应增加进口，并以人民币支付，提升离岸人民币规模。目前，条件已经逐步形成。同时积极 有序发展离岸人民币金融产品，增加人民币流动性和便利性，则可显著加快人民币国际化进程。 ...

Core Viewpoint - Tian Su Measurement aims to leverage capital to enhance its core competitiveness and contribute to society through its IPO on the ChiNext board [3] Company Overview - Tian Su Measurement is a national, comprehensive independent third-party measurement and testing service provider, focusing on calibration, testing, and certification services [1] - The company serves a wide range of industries, including biomedicine, automotive, new energy, rail transportation, energy and power, light industry, and equipment manufacturing [1] Strategic Development - The company has developed 90 self-compiled standards recognized by CNAS and participated in 78 standards and 9 technical specifications, covering strategic emerging industries such as high-end manufacturing, new energy, and biomedicine [2] - The new energy battery testing business has shown significant development, with 84 major battery testing capabilities and over 2,000 testing channels serving more than 2,000 new energy enterprises [2] - Future focus will be on calibration and new energy battery testing services, with ongoing investment in technology R&D and talent acquisition to maintain competitive advantages [2] Market Position - The measurement and testing industry is becoming more concentrated, with leading institutions enhancing their competitive capabilities [2] - Tian Su Measurement has established a differentiated competitive landscape through its core technologies, achieving a leading advantage in certain niche areas [2] IPO Details - The company plans to issue 16,304,348 shares, accounting for 25% of the total share capital post-issue, with an offering price of 36.8 yuan per share [3] - The subscription date is set for December 12, 2025, and the payment date for December 16, 2025, with the stock code 301449 and the name "Tian Su Measurement" [3] Investor Engagement - The online roadshow featured active interaction between the management team and investors, addressing key questions regarding business, technology prospects, market competition, and strategic planning [3] - The successful online roadshow laid a solid foundation for Tian Su Measurement's debut on the ChiNext board and generated investor enthusiasm for its future development [3]

Group 1: Conference Overview - The "2025 14th Annual Conference on the Development of Listed Companies and the Exchange of Opportunities in Hainan Free Trade Port" was held in Haikou from December 11 to 13, with over 400 listed companies and 20 institutions participating [1] - The conference coincided with the countdown to the full closure of Hainan Free Trade Port, emphasizing Hainan's role as a new experimental field for reform and opening up [1] Group 2: Institutional Opening in Hainan - Hu Xiaolan emphasized that the future focus for Hainan is to advance post-border institutional opening, aligning domestic systems with international high-standard economic and trade rules [3][4] - The core of high-level opening is not just about tariff reductions and market access but also about improving domestic regulations and standards to match international practices [4] Group 3: Market Competition and Fairness - Hu Xiaolan highlighted the importance of ensuring fair competition among market participants, addressing both anti-monopoly and anti-unfair competition measures [6] - The need for equal treatment of state-owned, private, and foreign-invested enterprises in market access and subsidies was stressed to prevent market distortion [6] Group 4: Manufacturing Industry Insights - Su Bo discussed the achievements of China's manufacturing sector, noting that its share of global manufacturing value added increased from 19.8% in 2010 to 31.1% in 2023 [7] - He identified the need for breakthroughs in key technologies such as high-end chips and industrial software to close the gap with leading manufacturing countries [7] Group 5: Capital Market Trends - Lian Ping indicated that equity assets have become the preferred choice for capital allocation as funds shift from the real estate market to other sectors [10][11] - The A-share market is seeing a rise in technology content, with the electronic sector surpassing the banking sector in market capitalization [10] Group 6: Emerging Industry Opportunities - Various industry leaders discussed opportunities in AI, digital economy, and health-conscious consumer trends, indicating a shift towards personalized and experience-driven consumption [12][14] - The importance of data governance in AI applications was highlighted, emphasizing the need for deep understanding and precise management of industry data [12] Group 7: Robotics and AI Development - Nanshan Aluminum's chairman mentioned that the robotics sector is seen as a new growth area, with expectations for the market size to reach trillions [18] - The integration of AI in traditional industries poses challenges, particularly in maintaining production while implementing new technologies [19]

本报（chinatimes.net.cn）记者张萌 卢梦雪 北京报道 12月12日，由华夏时报社主办的第十九届华夏机构投资者年会暨华夏金融（保险）科技论坛在北京举 行。 二是以数字技术和绿色技术为重点的新技术革命优势。与以往技术革命不同，中国在本次革命中产业工 程化和商业应用场景等领域，已经处于并驾齐驱或局部领先的位置，开始踏入全球科技进步前沿的无人 区。在低碳绿色产业等领域，中国走出了具有自身特殊的创新驱动绿色转型路径。 三是超大规模市场经济优势。刘世锦特别强调，这不仅包括超大规模消费市场，还包括生产、投资、贸 易、创新、金融、货币等全方位规模效应。他提到，4亿中等收入群体是一个巨大的消费市场，而更有 潜力的是9亿中低收入阶层逐步转为中等收入群体。"到那个时候的市场消费规模，与今天是不可同日而 语的。" 金融强国的关键性标识是形成强大货币 基于三大优势，刘世锦提出应构建"制造强国、消费强国、金融强国"的现代化"基础三角结构"。 本届年会以"活力与韧性 拓新与赋能"为核心主题，由中央财经大学数字经济融合创新发展中心、华夏 时报金融思想荟、华夏时报金融研究院联合提供智力支持，意在回应时代之问，凝聚发展共识，探寻 ...

Core Viewpoint - Shenzhen has officially become China's "first city" for specialized and innovative "little giant" enterprises, surpassing Beijing and Shanghai in quantity and economic value [2][3][19]. Group 1: Overview of "Little Giants" - By the end of 2025, Shenzhen will have 1,333 "little giant" enterprises, leading the nation with 347 new additions, compared to Beijing's 1,210 and Shanghai's 1,032 [2][3]. - The total market value of these enterprises is estimated to be close to 10 trillion yuan, based on an average market value of 71 million yuan per listed "little giant" [3][8]. - These enterprises are concentrated in key areas of national focus, such as "manufacturing power" and "strengthening supply chains," with high entry barriers requiring domestic leadership in niche sectors and significant R&D investment [3][8]. Group 2: Growth and Innovation - Shenzhen's "little giants" exhibit remarkable growth, with an average time of 13 years from establishment to becoming a national-level "little giant," which is 1.71 years faster than the national average [8]. - The average R&D intensity of these enterprises is 7.63%, with annual R&D expenditure averaging 33.39 million yuan, significantly higher than the national average [8][19]. - These companies are also active in patent applications, averaging 152 patents per enterprise, with nearly 30% involved in setting international or national standards [8][19]. Group 3: Ecosystem and Support - Shenzhen's "20+8" industrial cluster strategy serves as a core engine for nurturing "little giant" enterprises, providing a structured ecosystem for growth and collaboration [9][10]. - The government facilitates connections between large and small enterprises through mechanisms like "chain leader" and "chain master" systems, resulting in over 500 technical cooperation agreements in 2024 alone [12][14]. - The city combines effective market strategies with government support, creating a comprehensive market support system that includes local validation and global expansion initiatives [14][15]. Group 4: Financial Support - Shenzhen has developed a "bold capital" approach to support innovative enterprises, allowing for long-term investments in high-tech sectors despite initial project risks [16][19]. - The city has established four major equity investment platforms to back innovative enterprises, with significant investments in numerous "little giants" [16][19]. Group 5: Future Implications - Achieving the title of "first city" for specialized and innovative enterprises marks a new starting point for Shenzhen, strengthening its industrial foundation and enhancing its resilience against global market fluctuations [19][20]. - The pathway from "little giants" to potential global leaders indicates a clear trajectory for future economic growth, with these enterprises expected to contribute significantly to Shenzhen's high-quality development [19][20].

1月26日，国务院新闻办举行新闻发布会，工业和信息化部相关负责人就2020年工业和信息化发展情况 作了介绍。面对新冠肺炎疫情和外部环境变化带来的严峻挑战，全国工业和信息化系统坚决贯彻落实党 中央、国务院决策部署，战疫情、促发展、保稳定、增动能，强化"六稳"措施，落实"六保"任务，全力 保障产业链、供应链的稳定，积极支持企业纾困，推进制造强国和网络强国建设，各项工作取得了新的 进展。 "十三五"圆满收官 2020年，在工业经济领域，中国取得了不俗的成绩。据工业和信息化部总工程师兼新闻发言人田玉龙介 绍，相关成果主要体现在四个方面： 一是工业经济持续稳定恢复。2020年规模以上工业增加值比上年增长2.8%，增速逐季回升。工信部围 绕扎实做好"六稳"工作，全面落实"六保"任务，推动出台并落实落细一系列助企纾困政策，协调金融机 构新增资金支持超过3500亿元。 二是支撑疫情防控取得重大战略成果。工业和信息化系统全力以赴做好医疗物资保障工作，建立较完整 的医疗物资应急、生产体系，在最短时间内实现了保供能力提升。同时，推出了"通信大数据行程卡"公 益服务，全年累计查询超过了51亿人次，有效支撑疫情精准防控。 1月25日， ...