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跳出“优惠政策依赖症” 地方建生态、稳预期塑造吸引外资新优势
Zheng Quan Shi Bao Wang· 2026-01-19 14:14
(原标题:跳出"优惠政策依赖症" 地方建生态、稳预期塑造吸引外资新优势) 商务部数据显示,2025年1—11月,全国新设立外商投资企业61207家,同比增长16.9%;实际使用外资金额6931.8亿元人民币,同比下降7.5%。11 月当月实际使用外资同比增长26.1%。在当前新的引外资形势下,投资促进机构、地方政府等,都在持续创新、转变工作方式,从而塑造吸引外 资新优势。 1月19日,在中外投资促进机构工作会的平行活动之一——2026外商投资促进工作交流会上,商务部投资促进事务局国内联络部(开发区促进办公 室)主任朱文龙介绍,今年商务部投资促进事务局(下称"投资促进局") 初步设计策划了80场次招商引资活动,按大致类别可分为5类。其中, 境内外展会及相关活动20场次、境内产业类活动27场次、境内国别类活动19场次、境外活动及出访招商7场次、多双边机制项下活动7场次。 "我局始终坚持以产业为主线开展投资促进工作。"朱文龙表示,今年在培育壮大新兴产业和未来产业方面,投资促进局将举办数字经济、移动通 信、生命健康、机器人、专精特新、数字化工等招商活动;在促进服务业优质高效发展方面,则策划了国际供应链对接、跨境电子商 ...
申万公用环保周报:2025年用电平稳增长,三产及居民贡献增量过半-20260119
Shenwan Hongyuan Securities· 2026-01-19 14:07
Investment Rating - The report maintains a positive outlook on the power and gas sectors, recommending various companies within these industries for investment opportunities [1]. Core Insights - The report highlights that China's total electricity consumption is projected to exceed 10 trillion kWh in 2025, reaching 10.4 trillion kWh, with a year-on-year growth of 5% [7][8]. - The growth in electricity consumption is driven primarily by the secondary and tertiary industries, which together contribute nearly 80% of the total increase in electricity demand [8]. - The report notes significant growth in electricity consumption from high-end manufacturing, digital economy, and new infrastructure projects, such as charging stations and 5G base stations, which are expected to see growth rates exceeding 30% [8]. Summary by Sections 1. Electricity Sector - In 2025, the total electricity consumption is expected to reach 10.4 trillion kWh, with a 5% year-on-year increase. The first, second, and third industries, along with urban and rural residential electricity consumption, are projected to grow by 9.9%, 3.7%, 8.2%, and 6.3% respectively [7][9]. - The second industry remains the largest consumer of electricity, contributing 48% to the growth, while the third industry contributes 31% [9][13]. - The report recommends investments in coal-fired power companies like Guodian Power and Inner Mongolia Huadian, as well as large hydropower companies such as Yangtze Power and State Power Investment [15][16]. 2. Gas Sector - The report indicates that colder temperatures are expected to increase heating demand, leading to a rebound in gas prices across Europe and Asia. As of January 16, the Henry Hub spot price was $3.06/mmBtu, with a weekly increase of 6.77% [17][24]. - The report highlights that European gas prices have surged due to low inventory levels and increased heating demand, with the TTF spot price reaching €38.10/MWh, up 31.38% week-on-week [17][24]. - Recommendations include investing in integrated gas companies like Kunlun Energy and New Hope Energy, as well as gas trading companies like New Hope and New Energy [38]. 3. Market Performance - The report notes that the public utility, power, and environmental sectors outperformed the Shanghai and Shenzhen 300 index during the week of January 12 to January 16, 2026 [40]. 4. Company and Industry Dynamics - Recent initiatives in various provinces aim to enhance green energy and environmental standards, including the establishment of green mining standards in Guangxi and guidelines for industrial microgrid construction [46][47]. - The report also mentions significant corporate announcements, including mergers and acquisitions in the energy sector, which may impact market dynamics [50].
用电量超10万亿千瓦时 中电联:彰显经济强劲韧性与发展活力
Xin Lang Cai Jing· 2026-01-19 13:51
1月19日消息,近日,国家能源局发布2025年全社会用电量等数据,2025年全社会用电量累计103682亿 千瓦时,同比增长5.0%。中国电力企业联合会常务副理事长杨昆表示,用电量是经济运行的"晴雨表"。 2025年我国全社会用电量突破10万亿千瓦时,在全球范围内尚属首次,相当于美国全年用电量的两倍 多,也高于欧盟、俄罗斯、印度、日本这几个国家全年用电量的总和。我国用电规模稳居世界首位,彰 显出中国超大规模经济体的强劲韧性与发展活力。 他表示,2025年,随着新质生产力加速落地,高端制造业形成了新的用电增长点,新能源车、风电设备 制造领域增速分别超过20%和30%。此外,数字经济与新兴技术迅猛发展,用电需求快速增长,充电 桩、5G 基站等新型基础设施建设提速,拉动互联网和相关服务业用电量同比增长超过30%、充换电产 业用电量同比增长近50%。 杨昆指出,"用电结构的新变化、电力消费的新场景,折射出我国经济结构持续优化、传统产业加速升 级,进一步印证我国经济向好、向绿、向新的发展态势。"(刘丽丽) 责任编辑:何俊熹 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 炒股就看金麒麟分析师研 ...
沐曦股份:沐曦股份坚持“三步走”和“1+6+X”发展规划
Zheng Quan Ri Bao Wang· 2026-01-19 13:42
Core Viewpoint - The company aims to become a world-class GPU chip and computing platform provider, positioning itself as a cornerstone of the digital economy [1] Group 1: Company Vision and Strategy - The company adheres to a vision of creating world-class GPU chips and computing platforms, focusing on becoming a foundational element of the digital economy [1] - The sustainable development strategy is guided by "policy leadership, product excellence, customer-centricity, and comprehensive support from corporate culture" [1] - Future plans include a market-oriented approach driven by independent innovation, implementing a "three-step" and "1+6+X" development strategy to enhance market expansion [1] Group 2: Market Position and Brand Development - The company intends to convert product advantages into market leadership, aiming to establish a strong brand reputation [1] - Continuous efforts will be made to elevate the company's industry status and influence [1] Group 3: Industry Ecosystem and Collaboration - The company is committed to promoting technological progress through open collaboration, accelerating the domestic AI industry chain layout [1] - Efforts will be made to foster a positive industry ecosystem [1]
焦点访谈|2025年中国经济“年报”出炉:顶压前行 向新向优
Yang Shi Wang· 2026-01-19 13:18
Economic Overview - In 2025, China's GDP reached 140,187.9 billion yuan, growing by 5.0% year-on-year, with quarterly growth rates of 5.4%, 5.2%, 4.8%, and 4.5% respectively [3][5] - The average annual growth rate during the "14th Five-Year Plan" period was 5.4%, with an economic increment exceeding 36 trillion yuan, showcasing China's resilience and adaptability [5] Foreign Trade Performance - China's total import and export value in 2025 was 45.47 trillion yuan, a historical high, with a year-on-year growth of 3.8% and exports increasing by 6.1% [7] - High-tech product exports grew by 13.2%, with significant increases in the export of handling and welding robots [8] - Exports to countries involved in the "Belt and Road" initiative rose by 11.2%, indicating a diversified market strategy [8] Consumption Trends - The total retail sales of consumer goods surpassed 50 trillion yuan, growing by 3.7%, with final consumption contributing 52.0% to economic growth [14] - Online retail sales increased by 8.6%, with live-streaming sales growing over 10% and instant retail transactions exceeding 30% [14] - Service consumption became a core driver of growth, with service retail sales increasing by 5.5% [15] Manufacturing and Production - The added value of major equipment manufacturing grew by 9.2%, and high-tech manufacturing increased by 9.4%, outpacing overall industrial growth [16] - New energy vehicles accounted for over 50% of domestic new car sales, with an average of 45,000 new energy vehicles produced daily [16] Technological Advancements - The integration of artificial intelligence into the economy is accelerating, with the core industry scale exceeding one trillion yuan [20] - Investment in high-tech manufacturing is outpacing traditional sectors, contributing to structural optimization and the formation of new growth drivers [24] - China's innovation index has entered the global top ten, with rapid growth in sectors like artificial intelligence and commercial aerospace [22] Conclusion - The "14th Five-Year Plan" has concluded successfully, with China's economy demonstrating resilience and a steady growth trajectory despite external pressures [25]
四川“专精特新”企业加速拥抱数字经济
Sou Hu Cai Jing· 2026-01-19 12:18
中新网成都1月19日电 (单鹏)19日,在电子科技大学经济与管理学院的一间阶梯教室内,数十位四川 省"专精特新"企业高管参加了一场关于"十五五"规划下产业机遇、先进制造与商业模式创新的深度研 讨。在互动中,关于未来五年的产业变革思考已在人们心中悄然萌发。 近年来,四川持续构建优质企业梯度培育体系,已形成从创新型中小企业、省级专精特新企业到国家 级"小巨人"企业的庞大后备力量。四川省经济和信息化厅数据显示,截至目前,四川已培育创新型中小 企业12679户、省级专精特新企业6010户、国家级专精特新"小巨人"企业543户、重点"小巨人"企业151 户,其中135家已成长为上市公司,32家壮大为大企业,32家获评制造业单项冠军,72家跻身重点产业 链链主行列。 数字经济与制造业深度融合的趋势,引发越来越多"专精特新"企业的关注与思考。成都九壹通智能科技 股份有限公司董事长杨吉钊表示,数字经济是推动传统产业,尤其是轨道交通领域转型升级的核心力 量:"传统安全保障方式依赖老旧技术,而大数据、传感与通信等数字技术的融合,能够将车辆、线 路、管理的全流程数据整合为可长期积累和迭代的数据平台,从而系统性解决安全问题,这是产业 ...
南财快评|从十万亿度电看中国经济“新能量”
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-19 12:12
1月17日,国家能源局发布数据显示,2025年,中国全社会用电量累计103682亿千瓦时,同比增长5%。 全社会用电量突破十万亿千瓦时大关,在全球范围内尚属首次。这个数字不仅意味着规模上的跨越,更 折射出中国经济结构的深层变迁——从高耗能迈向高效能。如果把用电量比作经济发展的温度计,那么 它测量的不只是热度,更是高质量发展的刻度。 近年来,随着高质量发展的理念深入人心,以及国家对于生产效率特别是全要素生产率的重视,中国的 经济增长在向更高效率、更高科技、更少污染的新道路上快速迈进。尽管中国的用电量还在持续增长, 但其内部结构却悄然发生变化——制造业用电比重下降,而高技术制造业、现代服务业以及居民消费用 电的比重不断上升。这种变化背后,是中国经济动能的转换:从要素投入驱动转向创新驱动。数字经 济、智能制造、绿色能源等新赛道快速成长,不仅提升了单位电力的产出效率,更让电力消费更具高科 技和高质量附加值。 电力数据是高质量发展的"温度计"。用电量不仅仅是总量的累积,更是产业结构优化的镜像。例如,数 据中心、云计算、人工智能算力中心的兴起,使得信息传输、软件和信息技术服务业的用电快速增长; 新能源汽车普及推动交通领域 ...
破解价值评估难!粤发布数据知识产权价值评价指南
Xin Lang Cai Jing· 2026-01-19 11:59
同时,《指南》配套构建了多维度评价指标体系,细化成本、收益、市场三大类一级指标及对应的二、 三级指标,明确各参数定义与计算标准,为评价工作提供可操作的量化依据。 据了解,《指南》核心围绕"规范评价流程、明确评价方法、构建指标体系"三大关键环节,形成了全链 条的价值评价指引。 在评价范围上,明确将通过广东省数据知识产权存证登记平台、深圳市数据知识产权登记系统登记并获 证的数据知识产权纳入评价对象,确保评价范围的精准性与合规性。 在评价原则上,确立合法合规、客观公正、科学准确、开放合作四项核心原则,贯穿评价全流程,保障 评价结果的公信力与权威性。 在构建指标体系上,为适配不同类型数据知识产权的特性,《指南》创新性提出成本法、收益法、市场 法、综合法四类评价方法,覆盖数据应用多种场景。其中,成本法聚焦数据采集、加工、管理等全流程 成本核算,收益法侧重未来预期获利能力测算,市场法依托同类交易案例对比修正,综合法则融合三类 方法优势弥补单一评价缺陷。 中新网广州1月19日电 (记者 许青青)据广东省市场监管局19日消息,该局近日与国家金融监督管理总局 广东监管局联合发布《广东省数据知识产权价值评价指南(试行)》(以下简 ...
科技企业需求瞩目,深圳甲级写字楼净吸纳量创四年新高
Nan Fang Du Shi Bao· 2026-01-19 11:38
Group 1: Market Overview - The Shenzhen Grade A office market is expected to see a significant supply of 1.182 million square meters in 2025, marking the first time in three years that supply reaches the million-level [1] - The total stock of Grade A office space in Shenzhen is projected to expand by 9.4% year-on-year, reaching 12.843 million square meters by the end of 2025 [1] - The net absorption for Grade A offices in Shenzhen is forecasted to reach 664,000 square meters in 2025, the highest since 2021, and 16.9% above the five-year average [1] Group 2: Demand Drivers - The demand from technology companies for upgrades and expansions is particularly notable, contributing to significant transactions and driving net absorption growth [1] - Financial institutions, e-commerce, retail, and logistics sectors are also actively engaging in leasing activities, further supporting market demand [1] - The upcoming APEC meeting in 2026 is expected to boost demand from technology and high-end manufacturing sectors, enhancing market expectations [2] Group 3: Rental Market Trends - The rental market is experiencing downward pressure, with the rental index for Grade A offices in Shenzhen declining by 1.9% quarter-on-quarter and 10.6% year-on-year, averaging RMB 132.6 per square meter per month [2] - Landlords are offering rental discounts to secure tenants due to stricter budget controls from companies [2] Group 4: Future Outlook - The supply of Grade A office space in Shenzhen is anticipated to remain substantial in 2026, potentially exceeding one million square meters again, with total stock expected to approach 14 million square meters, reflecting an 8.0% year-on-year increase [2] - The APEC meeting is expected to enhance Shenzhen's international profile and provide opportunities for higher levels of openness, directly benefiting the development of technology and high-tech manufacturing enterprises [2]
政前方观察丨投资青年就是投资未来,贵州这么干
Sou Hu Cai Jing· 2026-01-19 11:31
求职青年走进人才公寓。(图/袁福洪) 十年树木,百年树人。大家固然知道每名青年都是一支潜力股,但投资青年使其成长成才,除了培育时间上要足够耐心,培育实践中也要讲究方式方法。 最近几年,"投资于人"热度逐年升高,这一理念倡导将更多资金资源投入到人的能力提升、健康维护、职业发展和潜力开发中。 要这样投资,青年朋友们可就不困了。毕竟,能力提升、职业发展、潜力开发,哪一个不是和我们青年息息相关。 然而,投资不仅要看潜力,也要看回报率。 日前,对《贵州省中长期青年发展规划(2019—2025年)》(下称《规划》)的总结评估显示,《规划》目标任务已如期完成,贵州青年发展总体向好。 贵州有1155万青年,并在全国率先建设"青年友好型成长型省份"。《规划》实施7年来,贵州对青年友好,青年在贵州成长。 循着《规划》总结评估给出的答卷,如果用投资的眼光瞧一瞧,这场"双向奔赴"背后,回报率怎么样? 上小红书,集齐30个赞,免费续住7天——这是贵阳市青年驿站给来筑找工作、考试、创业的青年朋友送上的一份见面礼。 告别成百上千元的住宿成本和找房租房的烦琐,青年驿站不仅是个单纯的落脚点,还是个被政策服务、技能培训、求职信息环绕的服务区,鼓 ...