10 月 24 日，香港三大股指全线上涨。香港恒生指数涨 0.74% ，报 26160.15 点，本周涨 3.62% ；恒生科技指数涨 1.82% ，报 6059.89 点，本周涨 5.2% ；恒生中国企业指数涨 0.68% ，报 9363.94 点，本周涨 3.91%。 南向资金净买入 32.14 亿港元。 【导读】市场看好国产替代及行业复苏，半导体行业全线走强，领涨港股！外资机构唱多中国 中国基金报记者 郭玟君 恒生指数成份股中， 61 只上涨、 22 只下跌。中芯国际涨 8.04% ，中国宏桥涨 4.29% ，药明康德上涨 3.95% ，领涨蓝筹。 | 序号 | 名称 | 代码 | 现价 | 涨跌 | 涨跌幅 ▼ | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 中芯国际 | 0981 | 80.000 c | 5.950 | 8.04% | 120.97亿 | 151.57% | | 2 | 中国宏桥 | 1378 | 27.720 c | 1.140 | 4.29% | 8.83亿 | 152.55% | | ...

Group 1: Economic Development and Planning - The 14th Five-Year Plan has achieved high completion rates and quality improvements despite challenges such as the pandemic and external pressures, with key macro indicators like GDP and employment meeting or nearing targets [2] - The upcoming 15th Five-Year Plan emphasizes high-quality development, with a focus on technological self-reliance and expanding domestic demand as crucial support for achieving socialist modernization [3][4] Group 2: Technological Innovation and Education - The 15th Five-Year Plan will prioritize technology-driven and innovation-led development, aiming for breakthroughs in key areas such as artificial intelligence, chips, aerospace, and biomedicine [4] - The plan highlights the integration of education, technology, and talent development to foster a sustainable innovation capability [4] Group 3: Domestic Demand and Economic Stability - The emphasis on "new demand leading new supply" reflects a focus on stimulating consumption and investment, which is expected to enhance the stability and sustainability of economic growth [5] - The strategy to strengthen domestic circulation aims to boost internal demand, thereby reducing the impact of external uncertainties on the economy [5] Group 4: Foreign Trade and Cooperation - The plan calls for expanding high-level opening-up and promoting trade innovation, with a focus on diversifying trade partners and enhancing the competitiveness of export products [6] - Continued efforts to deepen bilateral and regional cooperation, including the implementation of the RCEP, are expected to enhance the resilience of China's foreign trade [6] Group 5: Real Estate Sector Transformation - The real estate sector is transitioning towards long-term high-quality development, with a focus on meeting residents' demands for improved housing quality [7] - The emphasis on "high-quality" housing supply indicates a shift from the previous "three highs" model, aiming for sustainable growth in the real estate market [7] Group 6: Macroeconomic Policy and Support - The ongoing macroeconomic policies will focus on stabilizing employment, businesses, and market expectations to support economic recovery [8] - Coordinated fiscal and monetary policies are expected to enhance economic growth and structural optimization during the 15th Five-Year Plan [8]

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making [1] - It highlights the significant growth of a company in the industrial mother machine and aerospace sectors, breaking Germany's long-standing monopoly [1] - The company has achieved a remarkable net profit growth of 152% year-on-year in the first three quarters [1] Group 2 - The company's products are widely used in the aerospace and equipment manufacturing industries [1] - It is noted that the company's dynamic and static pressure spindle technology is leading in the domestic market [1] - The company is involved in undertaking major national special projects [1]

发改委主任郑栅洁：《建议》提出加快新能源、新材料、航空航天、低空经济等战略性新兴产业集群发展，将催生数个万亿元级甚至更大规模的市场；还提出前瞻布局未来产业，推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信等成为新的经济增长点，未来10年将再造一个中国高技术产业。外汇交易员 (@myfxtrader):发改委主任郑栅洁：《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》把“建设现代化产业体系，巩固壮大实体经济根基”摆在战略任务的第一条，部署四方面重点任务，可以从“固本升级、创新育新、扩容提质、强基增效”来把握。 ...

Core Viewpoint - The integration of advanced technologies such as artificial intelligence and virtual reality is transforming the tourism industry, creating interactive and immersive experiences for visitors [1] Group 1: Technological Innovations in Tourism - Scenic spots are increasingly utilizing technologies like AI and drones to enhance visitor experiences, exemplified by the 1500 drones launched at the AI tower in Wuxi, Jiangsu, which stands 25 meters tall [1] - The combination of digital technologies in attractions is turning them into popular destinations for tourists seeking futuristic experiences [1] Group 2: Impact on Cultural and Tourism Industry - The rise of technology-driven tourism is shifting the perception of high-tech from being abstract to tangible experiences, thus upgrading tourism from mere sensory consumption to a quest for knowledge [1] - The advancements in fields such as artificial intelligence, quantum computing, and aerospace are significantly stimulating public curiosity about technology, positioning tech tourism as a new pillar for innovation in the cultural and tourism sectors [1]

Core Insights - The article highlights the emergence of technology-driven tourism experiences, integrating artificial intelligence and virtual reality to create interactive and immersive environments for visitors [1] Group 1: Technological Integration in Tourism - Various scenic spots and cultural venues are increasingly adopting technology to create engaging experiences, such as the AI tower in Wuxi, Jiangsu, which features 1,500 drones and a height of 25 meters [1] - The integration of advanced technologies like AI, quantum computing, and aerospace is significantly enhancing public interest in technology, transforming tourism into a more exploratory and value-driven experience [1] Group 2: Impact on Cultural and Tourism Industry - The trend of technology tourism is shifting the perception of high-tech from being abstract to tangible, allowing tourists to "touch the future" and elevating sensory consumption to knowledge exploration [1] - This transformation is positioned as a new pivot for innovation and upgrading within the cultural and tourism industry [1]

Core Viewpoint - The Yantai Municipal Government is actively promoting regional scientific education development as a key strategy to enhance national technological competitiveness and cultivate innovative talent [1][2]. Group 1: Policy Guidance - The Yantai Education Bureau has established a series of documents to clarify the development path and key tasks for regional scientific education, including the formation of a city-level expert committee and the implementation of a "one school, one science vice-principal" mechanism [1]. - A total of 100 characteristic schools have been selected, with 13 elementary schools supported to build "super craftsman laboratories" and 15 pilot schools for "Internet + project-based learning" [1]. - The initiative focuses on leveraging Yantai's industrial advantages, promoting projects in marine technology, artificial intelligence, aerospace, and biotechnology to lay a solid foundation for systematic and characteristic development of scientific education [1]. Group 2: Curriculum Innovation - The proportion of science-related courses has been increased to 9% of total class hours, with over 1,200 school-based courses developed around cutting-edge fields like artificial intelligence [2]. - The city has developed 590 high-quality course resources for after-school services, achieving a 95% coverage rate of school technology clubs, with an average of three science interest groups per school, engaging approximately 150,000 students monthly [2]. Group 3: Social Collaboration - Yantai has partnered with 107 popular science units to establish practical bases, receiving over 100,000 students annually [2]. - The "Hundred Science Events into Schools" initiative has been implemented, utilizing a service model that connects schools with departments and bases, covering over a hundred schools [2]. - More than 200,000 students participate annually in various science competitions, including the Information Literacy Competition for middle and primary school students [2]. Group 4: Future Directions - The Yantai Education Bureau aims to enhance students' scientific literacy by constructing standardized and digitalized laboratory environments and immersive scientific cultural spaces [3]. - The bureau plans to deepen the "museum-school cooperation" mechanism and conduct diverse family science activities to create accessible science classrooms [3]. - The "Wotuo Plan" will be implemented to identify and cultivate top innovative talents early, along with establishing a comprehensive evaluation system for students' scientific literacy [3].

Core Viewpoint - The company Jingda Co., Ltd. (stock code: 600577) has highlighted its subsidiary Hengfeng Special Conductors' main products, which include silver-plated conductors, nickel-plated conductors, and tin-plated conductors, indicating a focus on advanced materials for various high-tech applications [1] Product Overview - The main products of Hengfeng Special Conductors include silver-plated copper conductors and silver-plated alloy conductors [1] - Silver-plated copper conductors are primarily used in data centers and AI servers [1] - The silver-plated copper conductors and silver-plated alloy conductors have significant applications in military, aerospace, and communication sectors [1]

Core Viewpoint - Northwest Polytechnical University has announced procurement intentions for 34 items of instruments and equipment, with a total budget of 124 million yuan, scheduled for procurement between April and October 2025 [2][5]. Procurement Overview - The procurement includes various advanced systems such as multi-node real-time simulation systems, 2D flip structure platforms, satellite transport test boxes, multi-satellite parallel comprehensive testing systems, and electron beam rapid manufacturing systems [2][4][6]. - The total budget for these procurements is 124 million yuan, indicating significant investment in research and development capabilities [5]. Detailed Procurement Items - **Multi-node Real-time Simulation System**: Budget of 1.68 million yuan, used for complex aircraft guidance control system verification, with specific technical requirements [4][6]. - **2D Flip Structure Platform**: Budget of 1.8 million yuan, designed for satellite product support and flipping during assembly and testing [6][7]. - **Satellite Transport Test Box**: Budget of 2.4 million yuan, ensures protection of satellites during transport [6][7]. - **Multi-satellite Parallel Comprehensive Testing System**: Budget of 4.35 million yuan, supports various testing phases of satellite development [6][7]. - **Electron Beam Rapid Manufacturing System**: Budget of 1.95 million yuan, focuses on the manufacturing processes of difficult-to-melt alloys [6][8]. Strategic Importance - Northwest Polytechnical University is recognized as a leading research institution in China, particularly in aerospace and defense technology, contributing significantly to national strategic needs [16][17]. - The university's research capabilities are bolstered by multiple national-level laboratories, enhancing its role in advancing aerospace materials and technologies [16][17].

Core Viewpoint - The article emphasizes the critical role of new materials in driving technological advancements and national competitiveness, particularly in sectors like artificial intelligence, aerospace, and energy revolution. The Chinese new materials industry has surpassed 8 trillion yuan in scale, with significant growth potential and strategic importance in various emerging industries [2][4][7]. Summary by Sections 1. Overview of New Materials - New materials are defined as those with superior properties or functions achieved through structural design, composition optimization, or process innovation, covering eleven core areas including advanced basic materials, strategic materials, and cutting-edge new materials [6]. - As of 2024, China's new materials industry scale has exceeded 8.2 trillion yuan, with an annual growth rate of over 12%, primarily concentrated in the Yangtze River Delta, Pearl River Delta, and Beijing-Tianjin-Hebei regions, contributing 74.6% of the national output [7]. 2. Material System Classification and Core Categories - **Advanced Basic Materials**: Includes high-performance steel, non-ferrous metals, advanced chemical materials, and inorganic non-metallic materials, each with specific performance metrics and applications [10][12][13][14]. - **Strategic Materials**: Encompasses high-end special materials for equipment, next-generation information technology materials, and new energy materials, highlighting their importance in sectors like aerospace and electronics [15][16][19]. - **Cutting-edge New Materials**: Focuses on low-dimensional materials, quantum information materials, advanced energy materials, and porous framework materials, which are crucial for future technological innovations [23][24][25][26]. 3. Key Development Tasks - The report outlines eight key development tasks centered on ensuring the self-sufficiency of strategic materials, addressing performance breakthroughs, and overcoming process barriers to enhance China's material capabilities for future challenges [4][67].