未来产业的特点 中共中央政治局1月30日下午就前瞻布局和发展未来产业进行第二十四次集体学习。中共中央总书记习 近平在主持学习时强调，新一轮科技革命和产业变革加速演进，前沿技术不断涌现，引领和支撑未来产 业快速崛起。要站在推进强国建设、民族复兴伟业的战略高度，立足客观条件，发挥比较优势，坚持稳 中求进、梯度培育，推动我国未来产业发展不断取得新突破。 . 12 * 1 . . . . . ● . 0.00 r a . . . . ● . . . . . 新闻联播 e In e ● 0 . . . A 11 发挥企业作用 未来产业具有前瞻性、战略性、 颠覆性等特点，需要科学谋划、全局 统筹。 2026年1月 习近平在中共中央政治局 第二十四次集体学习时强调 培育发展未来产业 要注意什么? 要聚焦"十五五"时期 (017) 我国未来产业发展的主攻肩 向,科学论证技术路线,提 升前沿技术战略预判能力。 要综合考虑国家战略需 (0) 2 求、技术成熟程度、要素支 撑条件等因素，因地制宜、 错位发展。 要强化产业协同，推动 （） 2、未来产业同新兴产业、传统（） （） 2） 未来产业同新兴产业、传统（UITU） 辛州相倡关 ...

2、国家统计局、中国物流与采购联合会31日发布2026年1月份中国采购经理指数。数据显示，2026年1 月份中国制造业采购经理指数为49.3%，比上月下降0.8个百分点。 3、香港特区政府财政司司长陈茂波2月1日表示，海外企业和投资者对投资香港的信心正在加强。去年 海内外企业的驻港公司以及香港的初创公司数目均大增逾一成，分别超过11000家和5200家。另据一些 外国商会最近所做的调查，其大部分会员企业对香港营商前景感到乐观，正面预期的比例亦创近年新 高。在第十九届亚洲金融论坛举行期间，陈茂波先后与来自欧美和中东的政商领袖，以及内地和国际多 边组织代表会面，他们都不约而同指香港的前景正面，并涌现更多新机遇。 4、受获利回吐和短期期货交易者多头平仓等因素影响，国际黄金和白银价格1月30日继续大幅下跌，均 创下数十年来最大单日跌幅。分析人士认为，经历近一个月来金银价格暴涨，此次市场抛售在所难免。 此外芝加哥商品交易所于当地时间上周五宣布上调Comex黄金和白银期货的交易保证金要求。根据声 明，对于非高风险账户，黄金期货的保证金将从当前合约价值的6%提高至8%，高风险账户的保证金则 从6.6%上调至8.8%。白银方 ...

Group 1 - The core viewpoint of the article emphasizes the new guidelines issued by the National Development and Reform Commission and other ministries to strengthen the planning and direction of government investment funds [1] - The guidelines highlight that the focus of government investment funds will be on supporting the development of new productive forces, with key areas including emerging industries such as next-generation information technology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, civil aviation, and marine engineering equipment [1] - Future industries identified in the guidelines include cutting-edge fields such as the metaverse, brain-computer interfaces, quantum information, humanoid robots, generative artificial intelligence, biomanufacturing, biological breeding, future displays, future networks, and new energy storage [1] Group 2 - The management measures propose that funds with top evaluation results will receive incentives such as public commendation, demonstration promotion, project recommendations, and resource guarantees [1] - National-level funds are encouraged to increase cooperation with local funds that rank high in evaluation results in terms of capital contribution and project investment [1] - Development and reform departments at all levels will provide lists of key government investment projects and quality private investment projects to funds with top evaluation results, guiding financial institutions to increase matching financing and reduce financing costs [1]

Group 1: Industrial Growth Targets and Strategies - The core objective for China's industrial sector is to achieve a medium to high-speed growth rate of around 5% in industrial added value by 2026, supported by new production capacities and policy measures [1][2] - Various provinces have set specific growth targets for 2026, such as Zhejiang aiming for a 6% increase in industrial added value and 8% growth in digital economy core industries [3] - The Ministry of Industry and Information Technology emphasizes the importance of major industrial provinces like Guangdong, Jiangsu, and Shandong in stabilizing the industrial economy, as they collectively account for over 60% of the national industrial added value [2][3] Group 2: Investment and Project Initiatives - Shanghai plans to initiate 133 industrial projects with a total investment of 110 billion yuan in 2026, focusing on large-scale projects to support the "14th Five-Year Plan" [4] - Hebei is set to implement a "Project Construction Year" in 2026, emphasizing the completion and effectiveness of key projects while promoting the development of emerging industries [3] - The overall manufacturing investment growth is expected to improve to between 3% and 5% in 2026, compared to a low of 0.6% in the previous year [5] Group 3: Emerging Industries and Future Development - The "14th Five-Year Plan" prioritizes the establishment of a modern industrial system and the strengthening of the real economy, with a focus on developing emerging industries and future industries [6] - Various regions are actively deploying strategies to foster new growth points in industries such as 6G, quantum technology, and biomanufacturing, with Guangdong and Beijing leading initiatives in these areas [7][8] - The integration of technology and industry is expected to accelerate, with significant government support for artificial intelligence, advanced manufacturing, and renewable energy sectors [8]

一、财经重要消息 财政部：2025年证券交易印花税增长57.8% 1月30日，财政部举行新闻发布会，介绍2025年财政收支情况。会上，财政部国库司副司长郑涌介绍， 2025年，证券交易印花税达到2035亿元，增长57.8%。 两部门：鼓励供需双方在中长期合同中签订随市场供需、发电成本变化的灵活价格机制 国家发展改革委、国家能源局发布《关于完善发电侧容量电价机制的通知》。其中提到，完善电力市场 交易和价格机制。煤电容量电价机制完善后，各地可根据电力市场供需、参与市场的所有机组变动成本 等情况，适当调整省内煤电中长期市场交易价格下限，在确保电力电量平衡的情况下适当放宽煤电中长 期合同签约比例要求。鼓励供需双方在中长期合同中签订随市场供需、发电成本变化的灵活价格机制。 省内市场供需双方签订中长期合同时，各地不得强制要求签订固定价，可根据电力供需、市场结构等情 况，要求年度中长期合同中约定一定比例电量实行反映实时供需的灵活价格。 财政部：2025年全国一般公共预算收入21.6万亿元，较2024年下降1.7% 政治局集体学习：前瞻布局和发展未来产业 中共中央政治局1月30日下午就前瞻布局和发展未来产业进行第二十四次集体 ...

未来产业是由前沿技术驱动、处于孕育期或产业化初期的新兴产业，代表着科技革命和产业变革的 方向。当前，新一轮科技革命和产业变革加速演进，前沿技术不断涌现，引领和支撑未来产业快速崛 起，不断催生出未来产业发展的新领域新赛道。培育发展未来产业，对于抢占科技和产业制高点、把握 发展主动权，对于发展新质生产力、建设现代化产业体系，对于提高人民生活品质、促进人的全面发展 和社会全面进步，都具有重要意义。我们要深刻认识培育发展未来产业的重要性和紧迫性，前瞻谋划、 全局统筹、协同发力、主动作为，让我国未来产业发展取得更多新突破，紧紧抓住发展机遇，牢牢把握 发展主动权。 从明确通过发挥市场机制作用探索未来产业发展方向，到组织实施未来产业孵化与加速计划；从提 出建立未来产业投入增长机制，到强调前瞻布局未来产业；从出台《关于推动未来产业创新发展的实施 意见》，到各地结合实际探索未来产业发展路径……近年来，以 习近平 同志为核心的党中央高度重 视，强化政策支持，各地各部门真抓实干、积极作为，我国未来产业发展呈现良好势头，未来产业的广 阔发展空间以及对经济社会高质量发展的重要引领作用日益凸显。 未来产业具有前瞻性、战略性、颠覆性等特点 ...

潮起珠江千帆竞，满载岭南好风物。 在全球新一轮科技革命和产业变革下，依托几十年不断积累的工业家底和对市场、技术敏锐的捕获力，广货实现了从"制造"到"创造"、 从"跟随潮流"到"引领潮流"的迭代。新能源汽车、工业机器人、无人机、文化产品等一批新"广货"，顺着AI算力高速公路、电商平台，走向千 家万户。 当前，全球产业链加速重构。推动"广货"行天下，是服务国家战略、顺应时代之变、驱动广东高质量发展的主动出击。"广货"能行、先 行、畅行背后，蕴藏着中国经济发展韧性、潜力与活力的关键密码。 能行之基：产业厚积薄发 铸就"广货"硬实力 走进"中国灯饰之都"广东省中山市古镇镇，沿街商铺琳琅满目。一家灯饰企业的负责人向记者展示："从设计图纸到成品出厂，所有配件 在5公里范围内都能配齐。"在深圳华强北，创客们很快就能"攒"出一台智能硬件原型机。 这种"一小时产业圈"的效率传奇，是广东数十年锻造的产业生态系统的极致体现。目前，广东拥有全部31个制造业大类，新一代电子信 息、轻工纺织、材料、石化、农业与食品、家电、软件与信息服务、汽车、新能源等9个万亿级产业集群蔚然成势，华为、格力等"参天大 树"和无数"专精特新"中小企业各美其 ...

Quantum Technology - IonQ announced an $1.8 billion acquisition of SkyWater Technology to accelerate its roadmap towards fault-tolerant quantum computing, with plans to start functionality testing of 200,000 qubit QPUs by 2028 [6][8] - A Chinese research team discovered new principles in quantum systems using the 78-qubit superconducting quantum processor "Zhuangzi No. 2," which enhances the application of quantum computing in fields like financial modeling and drug development [7][9] Biomanufacturing - Kangnuo Biopharmaceutical submitted an application for listing on the Hong Kong Stock Exchange, focusing on mitochondrial medicine and NAD+ applications, with projected revenues of 303 million yuan in 2023 [10][11] - Guangdong Province released an action plan aiming for a 40% self-sufficiency rate in core strains of biomanufacturing by 2027, with a total output value exceeding 500 billion yuan [11] Hydrogen Energy and Nuclear Fusion - Sichuan Fusion New Energy Industry Investment Development Co., Ltd. officially commenced operations, supporting the construction of China's first internationally recognized fusion city [13] - CIMC Anrui announced the successful launch of China's first IV-type hydrogen gas bundle container, marking a significant advancement in domestic hydrogen storage and transportation technology [14] - Mingyang Electric and global leaders in hydrogen equipment established Guangdong Mingnuo Hydrogen Technology Co., focusing on high-end hydrogen equipment production [15] Brain-Computer Interface - Neuralink reported 21 participants in its human trials, with plans to enhance device performance by three times and introduce "blindsight" technology for the visually impaired by late 2026 [23][24] - The National Medical Products Administration in China is advancing the establishment of industry standards for brain-computer interface medical devices [28] Embodied Intelligence - Ant Group's Lingbo Technology open-sourced the LingBot-Depth model, significantly lowering development barriers in the industry and enhancing its competitive edge [31][32] 6G and Commercial Aerospace - CASIC successfully conducted a 120 Gbps laser communication experiment, doubling the previous rate and laying the groundwork for high-speed data transmission in commercial aerospace [33][34] - China plans to expand its "Space+" future industries, focusing on space infrastructure, resource development, and space tourism [36] Future Industry Catalysts - Key milestones for future industries in 2026 include significant events in quantum technology, biomanufacturing, hydrogen energy, brain-computer interfaces, embodied intelligence, and 6G [37][38]

行 业 研 究 / 建 筑 装 饰 / 证 券 研 究 报 建筑装饰行业周报 未来产业大时代来临，重视建筑企业跨 界转型大机遇 2026 年 02 月 01 日 【投资要点】 商业航天&低空经济：商业航天与低空经济同为拓展人类活动与资源 获取边界，激发经济活力的重要载体。同时本周中国航天科技集团宣 布全面实施"155 战略"，关注【苏州规划】（拟收购的东进航科布 局低空基建并与中国星网合作空天大数据的算法与系统研发），【亚 玛顿】（钙钛矿电池）、【隆华科技】（PMI）、【凯盛科技】（UTG 玻璃）、【上海港湾】（钙钛矿电池）、【中衡设计】（参股致航科 技）、【招标股份】（卫星数据分析）。 （太空）算力：本周 SpaceX 申请部署至多 100 万颗卫星欲建轨道 AI 数据中心网络，重视算力基建与商业航天结合并扩展至太空的逻辑。 关注板块内布局算力业务的【罗曼股份】、【浦东建设】。 机器人：以具身智能、人形机器人、黑灯工厂等为核心，进一步推动 我国制造业竞争力提升。与国内领先四足/双足机器人企业镜识科技/矩 阵超智深度合作的【宏润建设】，进军消防机器人行业的【青鸟消防】， 以及研发工业机器人的头部钢结构企业【鸿 ...

Core Viewpoint - The industrial value added in China is expected to achieve a medium to high-speed growth rate of around 5% by 2026, supported by various initiatives aimed at upgrading traditional industries and promoting emerging sectors [1][2]. Group 1: Industrial Growth Targets - The Ministry of Industry and Information Technology (MIIT) has prioritized stabilizing industrial growth and fostering innovation as key tasks for 2026, emphasizing the need for a modern industrial system [1]. - In 2025, the industrial value added for large-scale industries grew by 5.9%, with manufacturing maintaining a stable share of GDP, indicating a strong foundation for future growth [2]. - Various provinces, including Zhejiang and Anhui, have set specific growth targets for industrial value added, aiming for increases of around 6% to 6.5% in 2026 [3]. Group 2: Major Projects and Investments - Shanghai plans to initiate 133 industrial projects in 2026, with a total investment of 110 billion yuan, focusing on large-scale projects to support the "14th Five-Year Plan" [4]. - Hebei is set to implement a "Project Construction Year" in 2026, emphasizing the completion of key projects and the development of emerging industries [3]. - The overall manufacturing investment is projected to improve in 2026, with expected growth rates between 3% and 5% due to new technologies and market demand [5]. Group 3: Emerging Industries and Future Development - The "14th Five-Year Plan" emphasizes building a modern industrial system and strengthening the real economy, with a focus on developing new industries and technologies [6]. - Various regions are actively promoting new growth points in sectors such as 6G, quantum technology, and biomanufacturing, aiming to enhance their industrial capabilities [8]. - The integration of technology and industry is expected to accelerate, with significant government support for artificial intelligence, advanced manufacturing, and future industries [8].