春回大地，农事渐忙。在渭南的广袤田野上，科技正为春耕生产注入新的活力。 滴灌系统安装期间，华阴农场还组织滴灌田管服务队深入田间。种田办主任李孝一边检查滴灌带铺 设质量，一边向农户讲解："对于土壤松散的弱苗田，最好采用浅埋滴灌带结合适度镇压的方式，既能 保墒提温、促根下扎，又能确保水肥直供，是目前小麦'促弱转壮'的最佳选择。" 配合技术落地，一套完整的管理方案也在同步实施。"今年，我们制定了'以水调肥、以肥促根、以 根保蘖'的管理路线，集成智能滴灌、叶面调控、病虫绿色预防等技术，形成一套完整的'促弱转壮'管理 体系。"李孝说，"保障粮食安全，必须向科技创新要产能、要效益。我们有信心，让每一株晚播麦苗吃 上'营养餐'，夯实夏粮丰收根基。" 科技带来的深刻变化，同样体现在设施农业领域。2月10日，在大荔县冯村镇现代农业产业园的智 能化大棚里，务工人员忙着嫁接瓜苗。产业园负责人毕腾飞介绍，园区依托智能环控系统和水肥一体化 技术，实现对育苗环境的精准控制，不仅稳定提升了种苗质量与成活率，有效满足市场需求，还带动了 当地数百名群众就业增收。 "这种智慧大棚正在全县范围内推广，许多生产环节只需通过手机一键操作即可完成，管理 ...

其二，从"生活符号"到"新质生产力"的产业升级之变。 回望来路，彩电是消费升级的标志，"大哥大"是移动通信起步的见证，互联网则开启了信息时代的大 门。每一代登上春晚的科技产品，都是中国产业升级的历史注脚。 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！ ■ 邢 萌 2026年央视马年春晚，站在舞台中央的人形机器人既能大秀舞姿，又能舞枪弄棒，动作行云流水，一夜 之间刷屏全网。这一刻，春晚不再只是辞旧迎新的文化晚会，更成为见证中国科技进步的闪亮秀场。 回望历年春晚，这条科技演进的脉络清晰可见：从20世纪80年代的彩电、90年代的"大哥大"，到21世纪 初的网络直播，再到近两年的人形机器人——每一届春晚，都成为前沿科技成果的重要展示窗口。 这场跨越四十多年"科技秀"的背后，涌动着的是科技创新、产业升级与资本赋能的澎湃合力，呈现出三 大维度变革： 其一，从"道具"到"主角"的舞台角色之变。 早年间，彩电、"大哥大"等科技产品多以道具身份亮相舞台；如今，人形机器人已成为真正的表演参与 者——从静态陈列到动态交互，从背景板走向舞台C位。这种从"物"到"角"的转变，折射出中国科技已 具备极强的舞台 ...

"时代铁建"订单已经排至2027年，"京三松"凭自主研发抢占市场，两家企业的创新实践正是安顺市以科 技创新驱动"制造"跃升的缩影。当前，通过政策赋能与产学研深度融合，越来越多"安顺制造"正以创新 之力挺起高质量发展硬脊梁。 转自：贵州日报 ...

Group 1 - The core viewpoint emphasizes the modernization of agriculture as a significant industry, leveraging technology and innovation to achieve high-quality development [1] - The focus is on smart, green, and integrated agricultural practices, with efforts to enhance the agricultural modernization level through continuous improvement of key links in the supply chain [1] - Various regions are implementing specific agricultural strategies, such as promoting green and smart agriculture, and enhancing the processing of agricultural by-products [2] Group 2 - The investment in the corn bio-manufacturing industry park in Keke Dala City, with a total investment of 3.033 billion yuan, aims to develop a full industrial chain from corn to starch and fermentation products [3] - The emphasis on expanding investment and project implementation is seen as crucial for stabilizing and promoting economic growth within the region [3] - There is a strong push for infrastructure development, technological innovation, and green transformation as key areas for investment and project construction [4]

■邢萌 2026年央视马年春晚，站在舞台中央的人形机器人既能大秀舞姿，又能舞枪弄棒，动作行云流水，一夜 之间刷屏全网。这一刻，春晚不再只是辞旧迎新的文化晚会，更成为见证中国科技进步的闪亮秀场。 回望历年春晚，这条科技演进的脉络清晰可见：从20世纪80年代的彩电、90年代的"大哥大"，到21世纪 初的网络直播，再到近两年的人形机器人——每一届春晚，都成为前沿科技成果的重要展示窗口。 其二，从"生活符号"到"新质生产力"的产业升级之变。 回望来路，彩电是消费升级的标志，"大哥大"是移动通信起步的见证，互联网则开启了信息时代的大 门。每一代登上春晚的科技产品，都是中国产业升级的历史注脚。 今天，人形机器人站上舞台中央，标志着中国制造正从自动化生产向智能化跃迁，向全球产业链价值链 中高端迈进。这不仅是技术的更迭，更是生产力的质变。作为新质生产力的鲜活样本，人形机器人的崛 起印证了中国科技创新已从跟跑向并跑乃至领跑转变。 其三，从"科技秀场"到"创新赛场"的价值逻辑之变。 当前，春晚已构建起一条完整的传导链条：技术亮相引爆市场关注，市场关注驱动资本加码，资本加码 加速产业迭代。这一闭环的运转，让舞台上的"科技秀"得以转 ...

Core Viewpoint - Guangdong is focusing on the coordinated development of manufacturing and service industries as a strategy for high-quality economic growth, marking the beginning of a new phase in its development journey [1][2]. Group 1: Economic Strategy - The theme of the high-quality development conference emphasizes "coordinated development of manufacturing and service industries," aiming to set a clear direction for economic growth in 2024 and beyond [1]. - Guangdong has maintained its position as the top province in GDP for 37 consecutive years, showcasing a robust manufacturing base and a strong modern service sector [1]. - The province's manufacturing sector includes all 31 major categories and boasts 10 trillion-yuan-level industrial clusters, while the service sector has led the nation in added value for 41 years [1]. Group 2: Industry Transformation - The coordinated development of manufacturing and service industries is essential for upgrading the entire economic chain, with a focus on mutual enhancement rather than competition [2]. - Guangdong's manufacturing is transitioning towards smart, high-end, and green production, with service industries playing a crucial role in this transformation through the use of information technology and financial services [2]. - The "14th Five-Year Plan" suggests enhancing the integration of modern services with advanced manufacturing and modern agriculture, emphasizing the digitalization of services [2]. Group 3: Market Dynamics - The synergy between manufacturing and service industries is expected to enrich supply content, stimulate market demand, and promote consumption, ultimately benefiting the public [3]. - The "Guangdong Goods Go Global" initiative highlights the importance of service support, such as logistics and digital technology, in driving sales for local products [3]. - The coordinated development approach is not only about improving manufacturing efficiency but also about investing in human resources to enhance overall quality of life [3].

来源：决策杂志 01 连续第五年召开 先来说说"新春第一会"。 "新春第一会"是指春节假期后开工第一天召开的大会，旨在擂起催征鼓、吹响冲锋号，动员全省上下开 局即冲刺、全年都加力，在开局之时干出开局之势，在关键之年干出关键之为，奋力推动高质量发展。 从时间上来看，安徽已连续四年召开过"新春第一会"，凸显了连续性。 明天（2月24日）正月初八上午，马年春节后的首个工作日，安徽将召开"新春第一会"。 这是安徽连续第五年召开"新春第一会"。 安徽为何连续多年召开这一重磅大会？今年又将聚焦什么主题？ 2022年2月7日，安徽首次召开"新春第一会"—全省改进工作作风为民办实事为企优环境大会。 2023年1月28日，会议主题是发扬自我革命精神，坚持严的基调持续深化"一改两为"，全面提升工作效 能。 2024年2月18日，主题是创建一流营商环境暨推进民营经济高质量发展大会。 2025年2月5日，主题为科技创新引领新质生产力发展，聚焦创新驱动战略，部署全年高质量发展任务。 2026年2月24日，安徽第五次"新春第一会"将如约而至，是此项重要工作机制的持续。 从重要性来看，"新春第一会"往往具有"风向标"意义，不仅是工作动员令 ...

Economic Outlook - The 2026 National People's Congress (NPC) is expected to set the economic growth target at around 5%[9] - The Consumer Price Index (CPI) target for 2026 is anticipated to remain at approximately 2%[9] - The fiscal deficit rate is likely to be maintained at around 4%[12] Monetary Policy - The monetary policy will remain flexible, with potential for interest rate cuts and reserve requirement ratio (RRR) reductions depending on economic growth and inflation trends[15] - The central bank's actions in 2025 included a 0.1 percentage point cut in the 7-day reverse repurchase rate and a 0.5 percentage point reduction in the RRR[15] Domestic Demand and Innovation - Expanding domestic demand and boosting consumption are prioritized government tasks for 2026[16] - The government aims to promote technological innovation and the development of artificial intelligence as key focuses for the year[22] Risks - Potential risks include macroeconomic policies falling short of expectations, a downturn in the real estate market, and escalating geopolitical tensions[36]

Group 1 - The Hang Seng Tech Index (HSTECH) increased by 3.20%, with Meituan-W rising by 7.06% and Hua Hong Semiconductor by 4.99% as of February 23, 2026 [1] - The Hang Seng Tech ETF from Huatai-PineBridge has seen continuous net inflows over the past 11 days, with a maximum single-day net inflow of 41.84 million yuan, totaling 418 million yuan, averaging 37.96 million yuan per day as of February 13, 2026 [1] - The upcoming "Two Sessions" starting on March 4, 2026, will focus on promoting technological innovation and developing artificial intelligence, with expectations of more proactive fiscal policies and flexible monetary policies [1] Group 2 - Historical analysis shows that the technology growth sector tends to perform strongly in the 5 to 10 trading days after the Spring Festival, driven by policy and industry catalysts, as well as the performance of tech sectors in both Hong Kong and US markets [2] - The Huatai-PineBridge Hang Seng Tech ETF has achieved a maximum monthly return of 29.52% since its inception, with an average monthly return of 7.37% and a historical holding period profit probability of 78.13% over three years as of February 13, 2026 [2] - The fund has a Sharpe ratio of 1.14 over the past two years, ranking 6th out of 26 comparable funds, indicating a favorable risk-return profile [2] Group 3 - The Huatai-PineBridge Hang Seng Tech ETF is designed to closely track the performance of the Hang Seng Tech Index, aiming to minimize tracking deviation and error, with a return of 66.33% since its manager took over on October 31, 2022 [3] - The fund manager, Le Wuqiong, has 11.7 years of experience in the securities industry [3] Group 4 - The Huatai-PineBridge Hang Seng Tech ETF serves as a flagship broad-based fund for the Hong Kong tech sector, aiming to balance the allocation of core assets in the new economy [4] - The Huatai-PineBridge Hong Kong Stock Connect China Tech ETF focuses on core assets in the AI industry, covering the entire AI value chain [4] - The Huatai-PineBridge Hong Kong Stock Connect Tech Select Mixed Fund employs an active management strategy to identify high-potential assets within the Hong Kong Stock Connect framework [4]

私募春节长假后的进攻方向，可从节前的调研路径窥得端倪。私募排排网最新统计数据显示，截至2026年2月14日，今年以来共有超800家私募参与到A股 调研活动中，合计调研次数超过2800次。从行业分布来看，机械设备、计算机、电子等板块是私募调研的"心头好"。与此同时，淡水泉、景林资产、高毅 资产、复胜资产等知名百亿级私募也密集调研机械设备、电子、计算机等板块个股。 在业内人士看来，中国经济周期见底叠加流动性充裕是资本市场的有力支撑，结构性行情在节后有望进一步延续，在场远比择时重要。从投资机会来看， 成长空间广阔的AI相关标的以及全球市占率提升的中国制造企业，均值得关注。 私募调研青睐三大板块 私募排排网最新数据显示，截至2026年2月14日，今年以来共有874家私募参与到A股调研活动中，覆盖到28个申万一级行业中的501只个股，合计调研次 数达2845次。 从行业分布来看，机械设备行业最受私募青睐，被调研频次高达452次，被调研个股数量达67只。紧随其后的是计算机行业，今年以来该行业被私募调研 个股数量达40只，合计调研次数达432次。电子行业以374次的私募调研频次排名第三，但该行业被调研个股数量达78只之多， ...