根据通知，北京将通过"政府快投"机制，对通过遴选和公开路演的种子轮、天使轮、A轮等早期储能企业，采取"拨改投"方式给予不超过1000 万元的分档支持。该计划将于1月28日开启报名，旨在2026年内发现并培育100家以上潜力企业，加速形成新质生产力。 附原文： 文 | 北京市经济和信息化局 北京市经信局近日发布《关于开展2026年"创赢未来"成长计划的通知》。该计划旨在挖掘和扶持早期潜力企业，其中"未来能源"被列为六大 重点培育方向之一，新型储能、氢能、聚变能源等细分领域成为支持重点。 | 北京市经济和信息化局 | | | | Q ತ | 访问我的专属空间 智能问答 移动版 无障碍 | | | --- | --- | --- | --- | --- | --- | --- | | Beijing Municipal Bureau of Economy and Information Technology | | O 搜本网 ● 一网通查 | | | 繁体 筒体 | | | 要闻发布 | 政务公开 | | 政务服务 | 政民互动 | | 经信数据 | | 中央精神 | | 北京要闻 | 热点聚焦 通知公告 | 工 ...

| | | ——区域研究之山东篇 | | --- | --- | --- | | | 目 录 | | | 一、经济与产业 | | 3 | | 1、山东省区位概览 | | 3 | | 2、经济发展 | | 3 | | 3、产业发展 | | 5 | | 4、上市公司 | | 8 | | 二、财政实力 | | 10 | | 三、债务压力 | | 12 | | 四、城投梳理 | | 14 | | 1、省级 | | 14 | | 2、青岛市 | | 17 | | 3、济南市 | | 56 | | 4、济宁市 | | 71 | | 5、潍坊市 | | 78 | | 6、烟台市 | | 87 | | 7、菏泽市 | | 94 | | 8、泰安市 | | 99 | | 9、威海市 | 103 | | | 10、枣庄市 | 108 | | | 11、德州市 | 113 | | | 12、临沂市 | 117 | | | 13、日照市 | 121 | | | 14、淄博市 | 125 | | | 15、东营市 | 129 | | | 16、滨州市 | | 132 | 胜遇研究 一、经济与产业 1、山东省区位概览 山东省简称鲁，位于 ...

Core Insights - The new economy, represented by technological innovation, has surpassed 18% of GDP, with new growth engines accelerating in strategic emerging industries, future industries, and the digital and AI transformation of traditional industries [3][4][25]. Group 1: Technological Innovation and Economic Growth - China aims to become an innovative power, with R&D expenditure reaching over 3.6 trillion yuan in 2024, accounting for 2.8% of GDP, approaching developed countries' average of 3.2% [4][26]. - The "three new" economies (including nine categories of new industries) accounted for 18.01% of GDP in 2024, an increase of 0.43 percentage points from the previous year, with a total value of 24.3 trillion yuan, growing by 6.7% [4][26]. - The government plans to expand investment in technology innovation and create a supportive ecosystem for scientific research and financial policies by 2026 [4][26]. Group 2: Strategic Emerging Industries - Strategic emerging industries are categorized into nine new industries, including new generation information technology, biotechnology, new energy, new materials, high-end equipment, new energy vehicles, green environmental protection, aerospace, and marine equipment [5][27]. - The "15th Five-Year Plan" emphasizes accelerating the development of strategic emerging industry clusters, particularly in new energy, new materials, and low-altitude economy [9][31]. Group 3: Future Industries and Market Potential - Future industries, such as brain-computer interfaces and embodied intelligence, are in early stages but show significant market potential, with predictions indicating the embodied intelligence market could exceed one trillion yuan by 2035 [14][36]. - The focus is shifting from technological novelty to commercial certainty in embodied intelligence applications across various sectors [14][36]. Group 4: AI Transformation in Traditional Industries - AI is transforming traditional manufacturing and service sectors, enhancing productivity, quality, and value addition [19][41]. - The core AI industry in China is projected to exceed 900 billion yuan in 2024, with a growth rate of 24%, and is expected to surpass 1.2 trillion yuan in 2025 [22][44]. Group 5: Investment and Financing Strategies - A multi-tiered financing service system is recommended to support innovation, including the establishment of a national-level intellectual property assessment center and a technology credit system [39]. - The National Venture Capital Guiding Fund, launched in late 2025, aims to invest in early-stage, small, and long-term hard technology projects, with a total funding of 100 billion yuan [40].

同时，该市发布了《"一带一路"国际技能标准开发规程》，开发30余个互认标准，组建专家库、开发精 品课程培养国际师资近200名，开展国际技能认证超500人次，覆盖47个国家，技能"朋友圈"不断扩大。 值得一提的是，重庆已累计与40余个国家和地区建立技能合作友好关系，"中文+汽车"学习工坊扎根30 多个共建"一带一路"国家，77所重庆院校与211个境外单位合作共建，培养国际化技能人才1万余名，向 境外输送技能人才6000余名。 王华源说，"十五五"期间，重庆人社系统将与各方持续共建"产才融合"新平台、共拓"未来产业"新赛 道，在人工智能、先进制造、绿色低碳等前沿领域加强合作，共同探索面向未来的技能发展新路径，共 同筹建国家新职业观测站，每年发布推广10个以上技能新职业、新专项、新标准，共同培育更多国际 化、复合型技能人才；同时，组织开展"一带一路"国际技能竞赛及交流活动，每年培养认证国际技能人 才500名以上，让技能合作成果更好地惠及各国产业发展与民生改善。(完) 中新网重庆1月22日电 (钟旖 何禹同)重庆市职业技能鉴定指导中心(重庆市国际技能交流中心)主任王华 源22日表示，"十五五"期间，重庆将持续深化国际 ...

每经记者｜刘艳美 每经编辑｜杨欢 1月21日，杭州市十四届人大六次会议开幕。大会听取和审议了杭州市人民政府工作报告。报告提出"十五五"杭州发展主要目 标： 基本建成世界一流的社会主义现代化国际大都市取得决定性进展，在全省高质量发展建设共同富裕示范区中发挥龙头领跑示范 带动作用。 到2030年，地区生产总值力争迈上3万亿元新台阶，人均地区生产总值突破3万美元，达到发达经济体水平。 #动向 解读：GDP是衡量城市经济规模、发展水平和综合实力的核心指标。目前，我国已有上海、北京、深圳、重庆、广州5座城市 GDP突破3万亿元，苏州、成都、杭州和武汉则均处在2万亿量级，2024年GDP分别为2.67万亿元、2.35万亿元、2.19万亿元及 2.11万亿元。 包括杭州在内，四座城市均已显示出冲击"3万亿俱乐部"的雄心。 早在2024年初，苏州就提出用3年左右时间，推动GDP迈上3万亿台阶,意味着"冲线"时间大概率在2026年。 不久前召开的武汉市委经济工作会议提出，奋力实现2030年经济总量突破3万亿元；成都"十五五"规划建议则提出，到2030年 GDP超过3.2万亿元。 放眼全球，一座城市的GDP突破3万亿元，其经济总 ...

Core Insights - The report emphasizes the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [1] Macro News Summary - The Ministry of Industry and Information Technology (MIIT) supports local governments in building future industries and increasing government investment fund efforts [4] - MIIT will promote collaborative innovation across the entire supply chain for advanced materials [4] - The Ministry of Housing and Urban-Rural Development supports reasonable financing needs of real estate companies and addresses both rigid and improved housing demands of residents [4] Industry Developments - Glass substrates are expected to become the next generation of core materials for advanced packaging, replacing traditional organic substrates, with related stocks including Di'er Laser (300776) and Hongtian Co., Ltd. (603800) [5] - Six departments have extended tax and fee incentives for the childcare industry, indicating a potential boom for the maternal and infant sector, with related stocks including Kidswant (301078) and Aiyingshi (603214) [5] - Several banks have recently launched satellites, accelerating the operational value of the satellite industry, with related stocks including Hangyu Micro (300053) and Aerospace Hongtu (688066) [5] Company Focus - Ruike Laser (300747) is taking measures to resist malicious low-price sales and irregular channel sales that disrupt market pricing [6] - Betta Pharmaceuticals (300558) is progressing steadily with multiple clinical studies for MCLA-129 [6] - Zhongke Chuangda (300496) has reached a strategic cooperation with the Beijing Humanoid Robot Innovation Center through its subsidiary Xiaowu Intelligent [6] - Ningbo Bank (002142) is continuously accumulating differentiated competitive advantages, with a steady expansion of profit scale expected by 2025 [6] Market Review and Outlook - On January 21, the market experienced a pullback after a rise, with the Shanghai Composite Index closing at 4116.94, up 0.08%, and the Shenzhen Component Index at 14255.13, up 0.70% [7] - The total trading volume in the Shanghai and Shenzhen markets was 2.6 trillion, a decrease of 177.1 billion from the previous trading day [7] - The market is expected to shift from a "fund-driven" rapid growth model to a "performance-driven" slow bull market, with macroeconomic improvements and corporate profit recoveries as key drivers for mid-term upward trends [7] - It is advised to maintain balanced allocations across sectors, focusing on non-ferrous metals, technology growth, new energy, and dividend stocks [7]

Core Viewpoint - The industrial economy in China is expected to achieve effective qualitative improvements and reasonable quantitative growth by 2025, with major goals successfully completed [1] Group 1: Industrial Growth and Achievements - The added value of industrial enterprises above designated size is projected to grow by 5.9% year-on-year, with the manufacturing sector likely to maintain its position as the world's largest for 16 consecutive years [1] - The added value of equipment manufacturing and high-tech manufacturing industries increased by 9.2% and 9.4% year-on-year, respectively [1] - 5G and gigabit optical networks have been integrated into 91 out of 97 categories of the national economy, with industrial internet achieving full coverage across 41 industrial categories [1] - Over 140,000 specialized and innovative small and medium-sized enterprises have been cultivated, with 504,000 high-tech enterprises currently valid [1] Group 2: Economic Contribution and Development Strategies - The industrial and information sectors contribute over 40% to economic growth, acting as a stabilizing force [2] - The development of intelligent, green, and integrated manufacturing has led to the establishment of over 35,000 basic-level and 8,200 advanced-level smart factories, along with 500 excellent-level smart factories [2] - Significant advancements in technology and industry innovation have been made, with the added value of integrated circuits and electronic materials growing by 26.7% and 23.9% year-on-year, respectively [2] - The production of industrial robots increased by 28% year-on-year, and new energy vehicle sales rose by 28.2% [2] Group 3: Artificial Intelligence Industry Development - The artificial intelligence industry is expected to thrive in 2025, with over 6,000 AI companies projected and the core industry scale anticipated to exceed 1.2 trillion yuan [3] - The smart computing power scale reached 1,590 EFLOPS, and the market for AI glasses saw shipments exceeding 1.78 million units in the first three quarters of 2025 [3] - The establishment of a national AI industry investment fund with a scale of 60 billion yuan is underway [3] Group 4: Emerging and Future Industries - The cultivation of emerging and future industries has accelerated, with innovations like brain-computer interface technology expanding into various fields [4] - The government plans to implement actions to develop and strengthen emerging industries, including the creation of national demonstration bases for emerging industry development [4][5] - There will be a focus on supporting local governments to establish future industry pilot zones and increasing government investment fund allocations [5]

Core Viewpoint - By 2025, China's industrial added value is expected to grow by 5.9% year-on-year, with the manufacturing sector likely to maintain its position as the world's largest for 16 consecutive years, contributing over 40% to economic growth, thus playing a significant "ballast" role in the economy [1] Group 1: Industrial Economic Development - The overall industrial and information technology development in China in 2025 is characterized by four aspects: stability, progress, new momentum, and vitality [2] - The stability of the industrial economy is reinforced by the introduction of a new round of ten key industry growth support plans, effectively promoting steady growth [2] - The value added of major equipment manufacturing and high-tech manufacturing industries increased by 9.2% and 9.4% year-on-year, respectively, outpacing the overall industrial growth by 3.3 and 3.5 percentage points [2] - The production of industrial robots increased by 28% year-on-year, and investment in industries such as aerospace and aviation equipment manufacturing achieved double-digit growth [2] Group 2: Future Industrial Strategy - The Ministry of Industry and Information Technology plans to implement actions to develop and strengthen emerging industries, creating new momentum for economic growth [4] - The focus will be on the large-scale application of new technologies, products, and scenarios in manufacturing, as well as establishing national demonstration bases for emerging industry development [4] - The integration of artificial intelligence into over 70% of business scenarios in leading factories is a strategic move to enhance future manufacturing competitiveness [4] Group 3: Support for Small and Medium Enterprises - In 2025, the added value of small and medium-sized enterprises (SMEs) in the industrial sector is expected to grow by 6.9%, with the SME export index remaining in the expansion range for 21 consecutive months [6] - The Ministry of Industry and Information Technology will continue to improve the policy and regulatory framework to promote high-quality development of SMEs [6] - A three-year action plan will be implemented to cultivate specialized and innovative SMEs, enhancing the support mechanism for their growth [6]

Core Points - The "Lingang Science and Technology Innovation City" construction plan aims to leverage the innovative advantages of the new area, promoting innovation and entrepreneurship, and establishing Lingang as a key hub for technology transfer, emerging industries, and youth entrepreneurship [1] - The plan sets two phased goals for 2027 and 2030, including the establishment of at least 7 high-level laboratories and research institutions, maintaining R&D expenditure at over 5.5% of GDP, nurturing over 2,000 high-tech enterprises, and attracting over 40,000 innovative talents [1] Group 1: Goals and Communities - The plan outlines four benchmark science and technology innovation communities: 1. Dishui Lake AI Innovation Port focusing on digital culture, automotive electronics, and smart terminals 2. Dishui Lake IC Innovation Port concentrating on integrated circuits, brain-machine science, and new materials 3. Dishui Lake Financial Bay targeting overseas services and cross-border finance 4. Dishui Lake International Data Port emphasizing digital services and e-commerce live streaming [2] Group 2: Action Plans - Five major action plans are proposed: 1. Strengthening technology transfer by leveraging high-level research institutions and major scientific facilities, focusing on key industries like integrated circuits and civil aviation [3] 2. Leading frontier industries by nurturing future industry tracks such as fourth-generation semiconductors and controlled nuclear fusion [3] 3. Attracting innovative and entrepreneurial talent through the "Blue Whale Plan" targeting digital nomads and entrepreneurs [3] 4. Accelerating capital empowerment with a 600 million yuan fund to support innovative projects in civil aviation and biomedicine [3] 5. Building an innovation ecosystem by providing over 300,000 square meters of low-cost entrepreneurial space and 5,000 youth apartments within five years [4]

早盘提示 Morning session notice 研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com | 板块 | 品种 | 多（空） | 推荐理由 | | --- | --- | --- | --- | | | | | 【行情复盘】 周三两市主要指数低开后即快速冲高，成长类指数恢复活力，芯片板块涨幅居前。 | | | | | 两市成交额 2.60 万亿元，稍有减量。中证 500 指数收 8340 点，涨 92 点，涨幅 1.12%； | | | | | 中证 1000 指数收 8247 点，涨 64 点，涨幅 0.79%；沪深 300 指数收 4723 点，涨 4 | | | | | 点，涨幅 0.09%；上证 50 指数收 3067 点，跌 3 点，跌幅-0.11%。行业与主题 ETF | | | | | 中涨幅居前的是黄金股票 ETF、集成电路 ETF、科创芯片设计 ETF、芯片 ETF 广发、 | | | | | 半导体 ETF，跌幅居前的是银行 ETF、酒 ETF、食品 ETF。两市板块指数中涨幅居前 | | | | ...