这不是抢跑，是抢位；不是冲动，是谋定。 作者丨 王军大 来源丨 投中网 2026 年刚开年，成都国资就在全国创投圈面前秀了一把"成都速度"。 当不少机构正在推演年度计划时，成都科创投集团的投资动态已近乎"日更"：从 1 月 1 日投资 AI 生命科学交叉企业摩熵智能，到 1 月 16 日领投 AR 智能眼镜企业影目科技。半个月，晨发泰达、锦江电子、动力比特、迈科康生物、铭镓半导体、龙甲空天、阿加犀等十余笔投资官宣，从商业航天 到端侧 AI ，从高端芯片到院士成果转化，在投资的背后还伴随着企业总部、制造基地、研发中心在成都的落地——这不只是财务投资，更是产业"闪击 战"。 市场惊异于这种"火力密度"，但读懂其背后逻辑的人会明白： 这不是抢跑，是抢位；不是冲动，是谋定。 将投中网设为"星标⭐"，第一时间收获最新推送 作为成都产业战略的"资本尖刀"，成都科创投的每一击，都精确落在 成都 " 9+9+10 "现代化产业体系 的靶心上。 2025 年，成都科创投累计实现投 资金额超 30 多亿元、投资项目 70 余个，而 2026 年的开年冲锋，正是这一势头在"十五五"元年的集中爆发。 一、精准制导 每一分钱都要砸在产 ...

Core Viewpoint - The satellite industry chain is experiencing a strong performance, with significant gains in satellite ETFs and related stocks, driven by advancements in 6G technology and strategic initiatives from the China Aerospace Science and Technology Corporation [1] Group 1: Market Performance - The satellite ETF (563230) saw an intraday increase of 9.93%, while the aviation ETF (159392) rose by 4.06%, and the military industry leader ETF (512710) increased by 3.23% [1] - Notable stocks within the satellite ETF include Zhenlei Technology, which hit the daily limit, and several others like Xinke Mobile, Zhongke Xingtou, and Xinwei Communication, which all rose over 9% [1] Group 2: Technological Developments - The State Council's press conference on the 21st announced the completion of the first phase of 6G technology trials, with the second phase now underway, focusing on "integrated networks of air, space, land, and sea," which aligns closely with satellite internet development [1] - This shift is expected to transition satellite internet from "supplementary coverage" to a "comprehensive intelligent connection base," laying the groundwork for commercial use and large-scale deployment by around 2030 [1] Group 3: Strategic Initiatives - The China Aerospace Science and Technology Corporation held a meeting to discuss its 2026 work plan, emphasizing that 2026 marks the beginning of the 14th Five-Year Plan [1] - The meeting highlighted the need to coordinate major aerospace projects with industrial transformation, focusing on manned lunar missions, deep space exploration, and breakthroughs in reusable rocket technology to accelerate the construction of a strong aerospace nation [1] Group 4: Industry Composition - The satellite ETF (563230) closely tracks the satellite industry index, which encompasses sectors such as integrated circuit design, communication systems and terminal equipment, aerospace, general software development, and electronic components and automation machinery [1] - The index covers the entire satellite industry chain, ensuring high purity and investment efficiency [1]

Group 1 - The core viewpoint of the news is that China's intellectual property (IP) landscape is showing significant progress, with a focus on increasing the number of high-value invention patents and enhancing the contribution of patent-intensive industries to GDP [1][2] - By the end of 2025, the effective number of invention patents in China (excluding Hong Kong, Macau, and Taiwan) is expected to reach 5.32 million, with a high-value invention patent ownership rate of 16 per 10,000 people [1] - The value added of patent-intensive industries is projected to account for 13.38% of GDP by 2024, exceeding the targets set in the "14th Five-Year Plan" for intellectual property [1] Group 2 - The growth rate of high-value invention patents in China is 2.2 percentage points higher than the overall growth rate, with the total number reaching 2.292 million [1] - Key sectors such as information technology management, computer technology, and medical technology are experiencing the fastest growth in effective invention patents [1] - The value added of the digital economy-related industries within patent-intensive sectors is continuously increasing, with the combined value added of information and communication technology manufacturing and services reaching nearly 8 trillion yuan, accounting for over 40% of the total [2] Group 3 - The National Intellectual Property Administration plans to enhance legal protections for intellectual property, including comprehensive revisions to trademark laws and regulations for integrated circuit layout design [2] - The focus will also be on improving the protection of intellectual property in new fields such as artificial intelligence and data [2] - The next phase of the "15th Five-Year Plan" will involve optimizing the indicators for high-value invention patent ownership per 10,000 people, emphasizing the quality of patents and fostering the development of core high-value patents [2]

中国电信集团首席科学家、美国贝尔实验室院士毕奇告诉《环球时报》记者，6G第一阶段的技术试验 主要是为6G标准化的技术及启动做储备的，储备工作告一段落后，需要全力投入到国际标准的制定工 作中去。他认为，第二阶段的技术试验主要会配合6G国际标准的进程，做进一步的技术验证。而在国 际标准即将完成之际，还会有第三阶段的外场规模测试，为6G的商业部署打下良好的基础。 我国处在第一梯队 目前世界主要大国均纷纷加紧布局6G，力求抢占技术高点与竞争先机。接受《环球时报》记者采访的 多位专家认为，从全球6G技术的研发情况来看，中国处在第一梯队。 【环球时报报道 记者 陈子帅】"我国6G研发已完成第一阶段技术试验，形成了超300项关键技术储备， 近期已经启动第二阶段6G技术试验。"中国工业和信息化部副部长张云明1月21日在记者会上表示。中 国信息通信研究院无线与移动通信研究所副所长杜滢告诉《环球时报》记者，"第二阶段技术试验的启 动，意味着我国的6G技术试验已从单技术点的关键技术试验阶段过渡至技术方案试验阶段，将经过第 一阶段试验评估后的关键技术点'串珠成线，融合集成'，开展6G方案验证和迭代优化，支撑国际标准的 研制工作，推动 ...

Core Viewpoint - The 2026 Future Industries New Materials Expo (FINE 2026) aims to lead global innovation in new materials, emphasizing their critical role in the transformation of high-tech industries and the future economy [1][2]. Group 1: Event Overview - FINE 2026 will take place from June 10 to 12, 2026, at the Shanghai New International Expo Center, featuring a total exhibition area of 50,000 square meters and over 800 exhibitors [12][34]. - The expo will include more than 300 strategic and cutting-edge technology reports, showcasing innovations applicable to various industries such as AI, aerospace, smart vehicles, and renewable energy [2][20]. Group 2: Focus Areas - The event will concentrate on five common demands of future industries: advanced semiconductors, advanced batteries, lightweight functional materials, low-carbon sustainability, and thermal management [2][10]. - Six thematic exhibition areas will be established, including advanced semiconductors, advanced batteries and energy materials, thermal management, lightweight and sustainable materials, new materials technology innovation, and future smart terminals [12][15]. Group 3: Participation and Audience - FINE 2026 is expected to attract over 100,000 professional visitors, including industry leaders and investors, facilitating precise connections between enterprises and industry resources [34][35]. - The event will invite over 5,000 industry investors to support quality startups and enhance collaboration opportunities [10][35]. Group 4: Supporting Organizations - The expo is organized by DT New Materials, in collaboration with various associations and institutions, including the China Productivity Promotion Center and the Ningbo New Materials Industry Association [4][5]. - The event will leverage the extensive network of DT New Materials, which has established connections with over 200,000 professionals across various sectors [10]. Group 5: Historical Context and Expectations - FINE 2026 builds on the success of previous events, including the 2025 International Carbon Materials Expo and the 2025 Thermal Management Expo, which collectively attracted over 35,000 professional visitors from 27 countries [7][34]. - The expo is positioned as a pivotal opportunity for businesses to engage in technology transfer and innovation integration, aiming to solidify the foundation for new productivity in the materials sector [2][10].

Core Insights - The report highlights that Ningbo Bank achieved a total operating income of 71.97 billion and a net profit attributable to shareholders of 29.33 billion for 2025, reflecting year-on-year growth of 8.0% and 8.1% respectively [6][7] - The annualized weighted average ROE was reported at 13.11%, showing a slight decline of 0.48 percentage points year-on-year [6] - The non-performing loan ratio remained stable at 0.76%, with a provision coverage ratio of 373.2%, which decreased by 2.8 percentage points from the previous period [7][8] Revenue and Profit Analysis - The revenue growth rate showed a slight decline compared to the previous quarters, with net interest income increasing by 10.8% year-on-year, while the growth rate for the previous three quarters was higher [7] - Non-interest income saw a significant increase of 30.7% year-on-year, benefiting from a recovering capital market, particularly in wealth management and custody services [7] - The core revenue, which includes net interest income and non-interest income, grew by 12.5% year-on-year [7] Asset Quality and Credit Growth - Total assets of Ningbo Bank increased by 16.1% year-on-year, with loans growing by 17.4%, indicating a strong growth trajectory in lending [8] - The bank's deposit growth was reported at 10.3% year-on-year, with a notable increase in the proportion of demand deposits [8] - The non-performing loan ratio remained stable, and the provision coverage ratio, although slightly decreased, indicates a robust buffer against potential loan losses [8] Investment Recommendations - Given the high growth in core revenue and stable asset quality, the report projects a net profit growth rate of 8.1%, 9.8%, and 9.9% for the years 2025 to 2027 [9] - The report maintains a "strongly recommended" rating for Ningbo Bank, with a price-to-book ratio of 0.76 times as of January 20, 2026 [9]

Core Viewpoint - The continuous development of technology is leading to the emergence of new jobs and professions, with 17 new occupations and 42 new job types announced for 2025, marking the highest number of new job types in history [1][27]. Group 1: New Job Creation - The introduction of new professions is revitalizing the market and expanding the occupational landscape [1]. - The demand for roles such as robot product testers and human-machine coordination dispatchers is increasing as the application of robots becomes more widespread across various industries [11][13]. - Emerging roles like low-altitude economy engineers, large model application engineers, and cross-border e-commerce operation managers are seeing a surge in demand [18]. Group 2: Industry-Specific Developments - In the robotics sector, roles such as robot product testers are crucial for quality assurance and route planning, ensuring smooth operation in production environments [5][7][9]. - The cultural and creative industry is also witnessing growth, with professionals like cultural product planning and operation specialists developing unique products that enhance local tourism [20][24]. - The training programs for new professions are expanding, with over 11 million subsidized training sessions conducted by the end of 2025, indicating a strong focus on skill development [27]. Group 3: Future Trends - The growth of emerging industries such as commercial aerospace, low-altitude economy, and deep-sea technology is expected to further diversify the types of new jobs available [31]. - The development of future industries like biomanufacturing, quantum technology, and 6G will continue to enrich the job market and stimulate employment opportunities [31].

格隆汇1月22日丨超声电子(000823.SZ)在投资者互动平台表示，公司有生产5G通信的印制板产品。目前 尚未给6G产品供货。 ...

金陵之冬，创意满城。 紫金山科技城开启"6G迎新派对"，机甲麒麟在繁华商圈"赛博"起舞，牛首山2026架无人机绘出马年元 素……辞旧迎新之际，南京举办128场跨年活动，刷新地铁单日运力纪录，带动元旦旅游消费增长显 著。 被科技点亮的夜空，不仅映照城市温度、治理精度，更展现烟火寻常、活力日常。"创新敢为才能破圈 出彩。"一位网民在"南京发布"留言。 立足产业强市之要，南京做好"转强增育"四篇文章，构筑新质生产力主导的产业高地。 ——"转"型攀峰，传统产业固本开新。入选国家首批领航级智能工厂的南京钢铁集团，上万个传感器如 同"智能神经元"遍布产线。一笔耐磨钢订单刚录入系统，"元冶·钢铁大模型"30秒内即算出最佳生产方 案。"从'经验炼钢'钢花飞溅到'智慧炼钢'数据奔流，铁水罐周转率提升5%，每吨铁水降本200元，仅此 一项每年就节省上亿元。"南钢副总裁朱平说。 面向"十五五"，南京将实施传统产业攀峰计划，推动石化、钢铁等产业向价值链中高端迈进，力争 到"十五五"末，化工新材料占石化产业40%，优特钢占钢铁制造超80%。 ——登高做"强"，新兴产业集群跃升。20世纪60年代，东南大学的查礼冠教授团队，仅凭两张机器人 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司的产品有没有应用在6G通信行业，谢谢回 复。 超声电子（000823.SZ）1月22日在投资者互动平台表示，公司有生产5G通信的印制板产品。目前尚未 给6G产品供货。 （记者 王瀚黎） ...