关键词 | 底层技术&AI |华为|万华化学 【SynBioCon】 获 悉， 近日，由广州生物岛实验室联合 华为云 、 万华化学 、 华龙讯达等共同研发的"生鸿"工业操作系统发布 ， 这是 鸿蒙化工业 系统首次引入生物制造领域 。 生物制造 作为全球科技竞争的战略制高点，正深刻重塑医药、材料、能源等关键产业，是我国发展新质生产力的重要方向。其技术的自主可控，直接关 乎国家产业安全与核心竞争力。然而，长期以来，底层控制系统的依赖与数据孤岛问题，制约着行业的智能化升级。在此背景下， 构建自主可控的数字 技术底座，推进"鸿蒙化"转型 ，成为关乎未来的必然选择。 "生鸿"工业操作系统由生物岛实验室牵头，联合华为云、华龙讯达、万华化学等行业领军力量共同研发 。其命名寓意"生命如鸿，自主翱翔"，基于开 源鸿蒙（OpenHarmony）打造，具有完全的自主知识产权，核心目标直指实现底层控制自主可控、设备智能互联与工艺数据安全闭环，旨在为未来数 字化、智能化的生物工厂奠定坚实的技术 底座。 02 从理念到实践 "生鸿"系统已取得阶段性应用成果 由生物岛实验室和万华化学等单位的协同推进下， "生鸿"系统已经在生物制造领域的多 ...

Core Viewpoint - The Jilin Provincial Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan, focusing on the strategic development of future industries such as artificial intelligence, hydrogen energy, and advanced manufacturing [1] Group 1: Future Industry Development - The plan emphasizes the need to seize opportunities in emerging industries, including artificial intelligence, hydrogen energy, new energy storage, aerospace information, biomanufacturing, and atomic-level manufacturing [1] - It aims to establish high-performance computing clusters and promote the "AI+" initiative to develop a comprehensive intelligent and humanoid robotics industry [1] Group 2: Hydrogen Energy Initiatives - The plan outlines the acceleration of hydrogen energy industry development, aiming to create a "hydrogen energy+" industrial ecosystem [1] - It supports the promotion of hydrogen-powered intercity trains and focuses on building hydrogen energy transportation corridors [1] Group 3: Advanced Battery and Satellite Development - There is a strong push for the development of high-efficiency, low-cost new battery products [1] - The plan includes the research and development of next-generation satellite products and the establishment of an integrated information infrastructure that combines space, ground, and remote sensing technologies [1] Group 4: Biomanufacturing and Key Technologies - The plan calls for accelerated development of bioproducts and the creation of new biological health products [1] - It emphasizes the need to tackle key technologies in high-precision equipment, advanced materials, and micro-nano manufacturing processes to expedite industrialization [1]

Core Viewpoint - The Jilin Provincial Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan, emphasizing the strategic development of future industries such as artificial intelligence, hydrogen energy, and biomanufacturing [1] Group 1: Future Industry Development - The plan aims to seize opportunities in future industries, including artificial intelligence, hydrogen energy, new energy storage, aerospace information, biomanufacturing, and atomic-level manufacturing [1] - A focus on building high-performance computing clusters and promoting the "AI+" initiative to develop a comprehensive intelligent and humanoid robotics industry [1] - Accelerating the layout of the hydrogen energy industry and constructing a "hydrogen energy+" industrial ecosystem, including the promotion of hydrogen-powered intercity trains [1] Group 2: Technological Advancements - The plan emphasizes the development of high-efficiency, low-cost new battery products and the research of next-generation satellite products [1] - It aims to create an integrated information infrastructure and service system that combines space, ground, and remote sensing technologies [1] - There is a strong focus on advancing bioproducts and developing new biological health products, alongside tackling key technologies in high-precision equipment, advanced materials, and micro-nano manufacturing processes [1]

Core Viewpoint - The Jilin Provincial Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan for the province's economic and social development, focusing on future industries and strategic positioning in emerging sectors [1] Group 1: Future Industry Development - The plan emphasizes the importance of seizing opportunities in future industries such as artificial intelligence, hydrogen energy, new energy storage, aerospace information, biomanufacturing, and atomic-level manufacturing [1] - A high-performance computing cluster will be established to promote the "Artificial Intelligence +" initiative, aiming to develop a comprehensive intelligent and humanoid robotics industry [1] - The hydrogen energy industry will be accelerated, with a focus on creating a "Hydrogen +" industrial ecosystem and promoting applications like hydrogen-powered intercity trains to establish hydrogen transportation corridors [1] Group 2: Technological Advancements - The plan advocates for the development of high-efficiency, low-cost new battery products and the research of next-generation satellite products [1] - It aims to build an integrated information infrastructure and service system that combines space, ground, and remote sensing technologies [1] - There is a strong emphasis on advancing bioproducts and developing new biological health products, alongside tackling key technologies in high-precision equipment, advanced materials, and micro-nano manufacturing processes to accelerate industrialization [1]

Core Viewpoint - The 2025 Shenzhen International High-Performance Medical Device and Innovative Pharmaceutical Exhibition will take place in two phases, with the Hong Kong station starting on December 11 and the main exhibition in Shenzhen from December 18 to 20, showcasing advancements in the medical device and pharmaceutical industries [1][2]. Group 1: Exhibition Overview - The exhibition adopts a "one exhibition, two cities" model, focusing on the latest achievements from innovation to industrial transformation, and aims to create a platform for industry exchange, resource integration, and trade [2][3]. - The Hong Kong station will emphasize international clinical trials, technology and product exports, and new fields such as AI in medical devices and brain science, while the Shenzhen station will cover the entire pharmaceutical and medical device supply chain [2][3]. Group 2: Industry Development - Shenzhen's pharmaceutical and medical device output is projected to grow from 128 billion yuan in 2020 to 157.6 billion yuan by 2024, with an annual growth rate of 5.3%, maintaining its position as the national leader in medical device output [3]. - The city plans to establish a development framework consisting of "one corridor, two zones, and three bases" to enhance its biopharmaceutical and medical device industries [3]. Group 3: Regional Focus - Pingshan District, as a national biopharmaceutical industry base, has established 13 specialized parks covering over 2.79 million square meters, with a compound annual growth rate of 39.8% in enterprise numbers [4]. - The Guangming District has attracted over 900 medical device companies and is focusing on building a comprehensive ecosystem for biomanufacturing and innovative medical devices [5][6]. Group 4: Exhibition Highlights - The exhibition will feature over 300 participating companies, including international giants like Siemens and Medtronic, and will host more than 20 sub-forums covering key topics such as policy interpretation and cutting-edge technologies [7][8]. - This year's exhibition will continue to emphasize the dual focus on pharmaceuticals and medical devices, showcasing a wide range of innovations and establishing a complete industry chain from research to application [7][8].

中共中央政治局12月8日召开会议。会议提出，坚持创新驱动，加紧培育壮大新动能。 中国移动通信联合会教育与科学技术研究院执行院长陈晓华在接受《证券日报》记者采访时表示，培育 壮大新动能内涵丰富且多元，其中培育新质生产力与新兴支柱产业是重要着力点。以人工智能、商业航 天、生物制造等产业为例，这些产业正凭借其独特的技术优势和广阔的发展前景，逐渐成为具有国际竞 争力的新兴支柱产业。人工智能作为引领新一轮科技革命和产业变革的战略性技术，正深刻改变着人类 生产生活方式。从智能语音助手到自动驾驶汽车、从医疗影像诊断到金融风险预测，人工智能的应用场 景不断拓展，为各行业带来了前所未有的效率提升和创新机遇。 萨摩耶云科技集团首席经济学家郑磊补充表示，新动能还包括新能源、新材料、高端装备制造等产业。 新能源产业是实现能源转型和可持续发展的关键，随着太阳能、风能、水能等可再生能源技术的不断进 步和成本的不断降低，新能源产业将迎来更加广阔的发展空间。新材料产业是其他产业发展的基础和先 导，高性能合金、新型复合材料、纳米材料等新材料的应用，将推动航空航天、电子信息、汽车等产业 的升级换代。高端装备制造产业则是衡量一个国家制造业水平的重 ...

12月10日，记者从中国绿发首届品牌开放日活动上获悉，中国绿发投资集团有限公司将加快新能源、新 材料、新型电力系统、新型储能、人工智能应用、节能降碳等领域集群发展，完善产业生态，推动新技 术新产品新场景的大规模应用，加快新兴产业规模化发展。同时，还将前瞻布局未来产业，探索典型应 用场景、可行商业模式，择优择机布局氢能和核聚变等领域的新技术新材料，以及健康领域的生物制 造、具身智能等。 ...

三、机构解读 1）封关政策涵盖了税收优惠、金融开放、产业支持等多个方面，为企业提供了广阔的发展空间。 产业支持政策上，海南自贸港对旅游业、现代服务业、高新技术产业等核心产业给予了重点扶持，通过专项扶持政策和税收杠杆，推动了技术突破和产业 化。此外，保税加工、转口贸易、跨境电商等业态也得到了创新发展，形成了高效便捷的境内开放环境。（中信建投） 一、行情 12月10日，海南板块迎来集体大涨，罗牛山、海南瑞泽、海南高速、海南发展、海德股份、京粮控股、欣龙控股、神农种业（20CM）等集体涨停，康芝药 业、海峡股份、凯撒旅业、海南机场、海汽集团、海马汽车等集体大涨。 | | 海南自由贸易港 +5.40% | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 理 海南"十五五"规划建议:加快完善自由贸易港政策制度体系 | | | | | | 股票名称 | 最新价 = | 涨跌幅 ◆ | 涨停时间 ◆ | 换手率一 | 流通市值 ◆ | 解读 | | 海南发展 3天2板 | 17.27 | +10.00% | 13:02:48 | 19.31% | 13 ...

人民财讯12月10日电，中共海南省委关于制定国民经济和社会发展第十五个五年规划的建议发布，其中 提出，前瞻布局"四新"未来产业。聚焦新领域新赛道，推动生物制造、氢能、脑机接口、具身智能等未 来产业创新发展。探索多元技术路线、典型应用场景、可行商业模式、市场监管规则，建立投入增长和 风险共担机制。完善生物原料多元供给体系，培育建设高能级创新平台，巩固海洋生物制造、生物育种 领域竞争优势，打造具有海南特色和优势的生物制造产业集群。支持海上风电制氢示范，结合多场景应 用，带动氢能"制储输用"全产业链发展。打造脑机接口省级技术创新中心，攻关脑科学和电极、芯片等 核心技术，加速实现科研成果产业化。推动具身智能在多元场景中广泛应用，打造集生产、学习、研 究、应用为一体的产业生态体系。 ...

Core Insights - China is leveraging its unique industrial chain, engineer dividend, and large-scale market advantages to position itself as a global leader in cutting-edge technology [1][4] - The "14th Five-Year Plan" emphasizes technological innovation, consumer upgrades, and social welfare, with a focus on transforming the blueprint into sustained consumer potential through effective implementation of key tasks [1][7] Group 1: Advantages Driving China's Competitive Edge - China's competitive edge is attributed to three main advantages: industrial chain clustering effects, engineer dividends, and a policy framework supported by a vast domestic market [4] - The integration of industrial policy with market mechanisms allows Chinese companies to achieve better pricing and support R&D investments, particularly in sectors like artificial intelligence [4] - Despite the U.S. having approximately ten times the capital expenditure in AI, China demonstrates comparable efficiency in practical application scenarios, showcasing its first-mover advantage in several key sectors [4][5] Group 2: Strategies for Boosting Consumption - To break the weak economic cycle, broader reforms and economic support are necessary beyond just technological innovation, as highlighted in the "15th Five-Year Plan" [7] - Strengthening the social security system is crucial for addressing low-price cycles and increasing consumer spending, with proposals to raise monthly social security subsidies for farmers and migrant workers from approximately 220 yuan to 1,000 yuan by the end of the "15th Five-Year Plan" [8] - If social security reforms are successfully implemented, it is projected that the share of household consumption in GDP could rise from about 40% to 45% within five years, potentially leading to a domestic consumption market exceeding $10 trillion by 2030 [8] Group 3: Real Estate Market Stabilization - To stabilize the real estate market, three policy directions are suggested: inventory reduction through government acquisition of properties for affordable housing, debt restructuring for certain real estate companies to prevent risk spread, and mortgage interest subsidies to encourage home purchases [9][10] - The effectiveness of these measures hinges on addressing concerns about public resource allocation for historical issues, with the mortgage subsidy approach being more operationally feasible [10]