每经记者｜杨欢 每经编辑｜刘艳美 抢抓新一轮技术产业变革主导权，数字经济正在成为核心引擎。 打开全球城市产业规划报告，上面罗列的"未来产业"高度雷同，而ChatGPT等技术的爆发却在这些既定蓝图之外。越来越多的讨论开始指向一个核心矛 盾：在技术路线与产业爆发点都高度不确定的时代，城市赖以成功的"精密规划"传统，是否还能够为其捕捉未来机遇？ 新加坡裕廊工业区是亚洲最早成立的开发区之一，也是新加坡工业发展史上的一张金字招牌。放大来看，新加坡在短短几十年时间跃升为发达国家，其经 济腾飞与产业园区的发展规划密不可分，而在这背后作为新加坡工业园规划和运营官方机构的裕廊集团也扮演了重要角色。 裕廊集团新区发展署总署长刘政彤告诉城市进化论，每个裕廊集团开发的园区都有清晰的产业定位，旨在培育强大生态系统并深化企业协作。例如，裕廊 创新区聚焦先进制造业，纬壹科技城侧重生物医药、科学、工程、信息与通信技术等产业，而榜鹅数码园区则专为数字经济而建。 榜鹅数码园 区区位示意图 图片来源：裕廊集团（JTC） 不久前，我们受邀到榜鹅数码园区进行了实地调研探访。作为新加坡首个智慧型可持续商业园区，新加坡希望这个项目能够成为未来20年数字城 ...

政策层面的变化同样是2026年不可忽视的重要变量。"十五五"规划进入开局阶段，稳增长、调结构、促 转型的政策思路更加清晰，宏观政策在节奏和力度上保持相对稳定，为市场提供了可预期的环境。财政 政策与产业政策的协同，有助于稳定经济基本面，也对企业盈利形成托底效应。在此背景下，全年通胀 运行的"斜率"成为影响市场高度的重要因素，既关系到政策取向，也影响投资者对估值中枢的判断。众 赢财富通认为，只要通胀保持温和上行，政策空间仍然充足，资本市场整体环境将维持偏友好的状态。 从外部环境看，全球主要经济体仍处在财政与信用周期相对宽松的阶段，美元在高利率周期后逐步走弱 的趋势愈发明显。在这一过程中，全球流动性边际改善，有助于提升非美元资产的配置吸引力。人民币 资产在估值、经济韧性和产业结构等方面具备相对优势，正在重新进入全球与国内投资者的配置视野。 众赢财富通研究发现，在弱美元与全球信用扩张共振的情形下，人民币资产更容易获得中长期配置资金 的关注，这种趋势并非短期交易行为，而是宏观环境变化下的结构性结果。 与此同时，国内金融环境的变化正在深刻影响资金流向。低利率状态延续，使得传统固定收益类资产的 回报空间受到压缩，部分资金开 ...

中新网北京2月8日电 (记者 孙自法)"一带一路高质量发展学术论坛"第五届年会2月7日在北京举行，来 自论坛发起单位、支持单位和政府部门、企业界等专家学者代表在中国科学院地理科学与资源研究所共 聚一堂，围绕"共建'一带一路'高质量发展：'十五五'展望"主题交流研讨，积极建言献策。 白春礼指出，站在"十五五"的新起点，产业链布局既要巩固传统产业合作优势，更要聚焦数字经济、绿 色经济、生物医药等新兴领域，加强技术创新与产业升级，提升产业链供应链韧性。海外资产安全方 面，要加强对风险的监测预警，建立健全全链条风险防控体系，构建跨境风险共治机制，为合作行稳致 远保驾护航。 中国人力资源开发研究会会长欧晓理认为，中国共建"一带一路"倡议目标是构建人类命运共同体的壮丽 图景，其背后蕴藏着深厚的东方智慧。 2月7 2月7 日，"一带一路"高质量发展学术论坛第五届年会在北京举行，图为与会专家学者代表合影。中新网记者 孙自法 摄 "一带一路"高质量发展学术论坛主席、"一带一路"国际科学组织联盟创盟主席白春礼致辞表示，共 建"一带一路"倡议提出已逾十二载，这12年间，共建"一带一路"从蓝图变为实景，从区域合作变为全球 共识，已成 ...

Group 1 - The upcoming Year of the Horse is driving a surge in creative products inspired by the zodiac, with notable items like the "Ma Biao Biao" ceramic figure achieving sales exceeding 420,000 yuan during the exhibition period [1] - The "Year of the Horse" themed products are gaining popularity, with sales of plush toys and related items seeing a 9.7% year-on-year increase on Tmall, and 9 out of the top-selling items being horse-themed, totaling over 140,000 units sold [2] - The cultural significance of the horse, symbolizing progress and good fortune, is being revitalized through innovative toy designs that bridge traditional culture and contemporary consumer sentiment [2][4] Group 2 - The toy industry is experiencing a transformation in production methods, with a shift towards automation and intelligent manufacturing, exemplified by investments exceeding 150 million yuan in smart production lines in Shantou, Guangdong [6] - Companies like 52TOYS are leveraging flexible supply chain management to maintain efficient and scalable operations, ensuring robust production capacity [6] - The Chinese toy industry is evolving from a manufacturing-centric model to one focused on creative innovation, establishing a complete value chain that includes design, IP management, and global sales channels, enabling rapid market response and sustainable development [7]

Core Insights - The rapid growth of computing power enterprises in Zhongwei City is attributed to its status as a national new-type internet exchange center and a key node in the national integrated computing power network, leading to a boom in the local digital information industry [2] Group 1: Project Development - Zhongwei Industrial Park is witnessing accelerated construction of new computing power projects, with the first phase of a data center set to provide 75 megawatts of IT capacity and 30,000 standard racks [1] - The Zhonglian Zero Carbon Intelligent Computing (Cloud Base) Industrial Park project plans to install 240,000 standard racks with an IT capacity of approximately 600 megawatts by the end of the first phase [1] - Major projects are crucial for the rapid scale-up of the computing power industry, with Zhongwei signing contracts for six large intelligent computing center projects and planning to invest 74 billion yuan by 2025 [2] Group 2: Performance Metrics - By 2025, Zhongwei's data center cluster is expected to reach a cumulative total of 230,000 standard racks and a computing power scale of 130,000 P, with a 14.9% increase in the value added by the information transmission, software, and IT services industry [2] - The local telecommunications business volume is projected to grow by 43.6%, with Zhongwei's computing power index ranking fifth among cities nationwide [2] Group 3: Sustainability and Talent Development - Zhongwei is focusing on digital industrialization and has achieved an over 80% cluster shelving rate, attracting 13 large models for training and inference [3] - The city has initiated a 2 million kilowatt wind-solar green electricity project, with a stable electricity price of 0.36 yuan per kilowatt-hour and over 80% green electricity usage in new data centers [3] - Zhongwei has established a digital information industry talent demand list and has trained over 420 operational engineers, with 767 students currently in training [3] Group 4: Future Goals - Zhongwei aims to build a national data industry cluster and data center group, targeting 400,000 standard racks and a computing power scale exceeding 300,000 P by the end of 2026 [4] - The city plans to implement five major actions to enhance infrastructure, increase computing power supply capacity, and promote the integration of digital and real economies, aiming for a sustained growth rate of over 20% in telecommunications business volume [4]

在新大同创生物工程有限责任公司厂区的公示栏上，一组彰显社会责任与发展成效的数据格外亮眼： 2025年，公司以高于市场的价格收购当地牛羊，直接带动600户牧工群众户均增收3万元，带动800余户 农户通过种植饲草料实现稳定增收，吸纳40余名当地群众在公司稳定就业。 如今的"姑娘追"手撕风干牛肉还搭上了数字经济的快车。2025年，该公司同与辉同行、东方甄选签订合 作协议，让这份带着乡土气息的特色美味，插上互联网的"翅膀"，"飞"向全国各地，让更多人品尝兵团 味道。 在岳建平看来，品质是经营的根，诚信是发展的魂。为牢牢守住原料品质关，2016年，公司牵头成立养 殖合作社，实现牛肉原料来源稳定可控；同时与石河子大学等高校共建产品研发中心，让科研力量为产 品品质赋能、为品牌升级助力。企业的稳步发展，不仅让当地畜牧产品有了更广阔的销路，更让职工群 众的增收路越走越宽。 "现在，5000平方米的生产厂房已经跟不上发展需求。今年，我们计划启动厂房扩建工程，进一步提升 产能，让'姑娘追'品牌走得更稳、更远，带动更多职工群众共享发展红利。"站在生产车间，岳建平望 着眼前忙碌的景象，眼中满是憧憬与期许。 ...

Group 1 - The first Innovation Forum and the unveiling of the Joint Innovation Laboratory were held in Shanghai, focusing on the theme "Intelligent Computing New Ecology, Co-creating New Future for Industries" to promote high-quality development of the digital economy [1][2] - Shanghai Data Port Co., Ltd. has established 35 high-standard data centers nationwide, creating a national computing power network and achieving industry-leading levels in green energy efficiency with a PUE (Power Usage Effectiveness) ranking among the best [1][2] - The company aims to transform from a "computing power infrastructure service provider" to a "comprehensive computing power service provider," emphasizing "intelligent computing" as its core development strategy [1][2] Group 2 - The Joint Innovation Laboratory will focus on core areas such as intelligent computing infrastructure architecture, large-scale cluster scheduling, green low-carbon technology, and full-stack domestic adaptation, aiming to build a leading industry model community and scenario-based computing power ecosystem [3] - A collaborative innovation platform was launched to deepen cooperation in the computing power field and promote the integration of computing resources with regional industries [3]

Core Viewpoint - The Shanghai Municipal People's Congress has approved the 15th Five-Year Plan, marking the beginning of a comprehensive implementation phase for Shanghai's development blueprint over the next five years. The economic growth target is set at around 5% during this period, with a focus on enhancing the core functions of five major centers: economy, finance, trade, shipping, and technology innovation [1][16]. Economic Development - Shanghai aims to enhance the overall competitiveness of its modern industrial system, targeting an annual growth rate of over 10% for the manufacturing output of three leading industries: integrated circuits, biomedicine, and artificial intelligence during the 15th Five-Year Plan [3]. - The total output value of strategic emerging industries in Shanghai's manufacturing sector is expected to exceed 50% of the total industrial output by 2030 [3]. Financial Sector - Shanghai plans to explore the pilot launch of RMB foreign exchange futures trading and actively promote the establishment of an international financial asset trading platform, aiming for a total financial market transaction volume exceeding 450 trillion yuan by 2030 [5]. International Trade - The city will strengthen its hub functions and expand offshore trade, with a target of achieving an average annual offshore trade volume of over 100 billion USD in the next five years [7]. - Shanghai aims to collaborate in building a world-class port and airport cluster in the Yangtze River Delta, with a goal of reaching a 55% water-to-water container transfer ratio at Shanghai Port by 2030 [7]. Technological Innovation - The plan emphasizes enhancing original innovation and tackling key core technologies, particularly in fields such as embodied intelligence biomanufacturing and brain-computer interfaces, while accelerating the development of disruptive technologies like photonic chips and controlled nuclear fusion [9]. Social Development - The plan includes specific measures to improve residents' well-being, such as increasing the proportion of nursing beds in elderly care institutions to over 75% and enhancing support for childbirth and parenting services [11][20]. - Shanghai aims to provide 250,000 to 270,000 units of affordable rental housing to attract talent and reduce living costs [13]. Cultural and Tourism Development - The city will focus on cultivating its cultural brand and aims to become a world-renowned tourist city, targeting over 50 million inbound tourists by 2030 [14]. Summary of Goals - The GDP growth target is set at around 5%, with a focus on maintaining the industrial value-added ratio above 20% and ensuring that strategic emerging industries account for over 50% of the total [16]. - The digital economy's core industry is expected to contribute around 20% to the regional GDP by 2025, up from 14% [18].

当前，政企首席数据官正成为盘活数据资源的关键力量。数据作为新型生产要素，是数字化、网络化、 智能化发展的基础。但长期以来，数据质量不高、数据权益不清、数据科技支撑不足等问题，严重制约 了数据的供给、流通、利用与安全，导致大量数据处于"沉睡"状态。首席数据官兼具技术、业务、管理 等多方面职业素养，既是数据资源的统筹者，也是数据价值的转化者，更是数据安全的守护者，能够推 动数据资源跨部门、跨企业、跨产业安全流通，引领数据资源从"分散闲置"向"集约高效"转变。 当前，一些地方在这方面进行了卓有成效的探索。如广东省于2021年率先试点政府首席数据官制度， 《北京市数字经济促进条例》以地方立法形式鼓励各单位设立首席数据官，均形成了数字治理的强大合 力。江苏省在全省统一构建"横到边、纵到县"三级部门首席数据官管理体系。南京市实现116家市级机 关、事业单位及国有企业首席数据官全覆盖，南京市气象局首席数据官推进的"护航南京跨江飞行，赋 能低空经济发展"场景，入选国家数据局重点联系示范场景清单。 企业首席数据官则成为企业数据"炼油厂"的"总工程师"。国家层面高度重视首席数据官制度探索，先后 出台一系列政策举措引导企业设立首席 ...

新春伊始 宝安资本市场喜讯连连！ 2月6日，宝安企业—— 深圳市大族数控科技股份有限公司 正式在香港联交所主板鸣锣上市 成功跻身"A+H"双资本平台行列 为宝安区高质量发展的开局画卷 再添浓墨重彩的一笔 根据招股说明书，大族数控本次上市募集资金将主要用于提升研发及营运能力，扩大海外产品销售及营销能力、完善全球分销渠道与销售网络以提高品牌 全球知名度，提升PCB专用设备产能等。 随着成功构建"A+H"双资本平台，大族数控将以更强大的资源禀赋和全球化布局，深度嵌入AI服务器、智能驾驶等高端制造价值链核心环节，为全球算力 基础设施建设提供关键装备支撑，向全球PCB装备核心服务商进一步跃升。 AI赋能高端PCB行业 聚势黄金赛道引领产业变革 AI大模型的爆发式增长 正在重构全球电子产业生态 面对行业发展的新机遇 大族数控制定了清晰的战略规划 01 AI产业领域 在AI产业领域，大族数控紧抓AI服务器高多层板HDI、800G/1.6T高速光模块及AI智能手机SLP等高价值细分PCB产品的加工设备需求，完善钻孔产品体 系，提供具有更高技术能力的新型机械钻孔设备、激光钻孔设备、数字成像设备及检测设备。这类新产品预计可满足下 ...