8组17家单位分两批进行了重点项目集中签约，主要涉及新材料、人工智能、邮轮运营、检验检测、航空物流等关键领域。 航空工业集团、 中国石化、中国一汽、中国五矿、华润集团、中国建材等6家中央企业作了交流发言。国务院国资委有关厅局、部分中央企业和有关地方政 府、民营企业相关负责同志参加会议。 另据央视新闻报道，签约项目中，中国旅游集团牵头组建央企邮轮运营平台公司，此次专业化整合后，船队规模位居亚洲第一。 中国旅游集团华夏邮轮公司总经理黎明表示，邮轮产业的带动效应极为显著，产业带动比例系数高达1∶10至1∶14。即邮轮产业每产生1元 收入，就能带动上下游相关产业产生10—14元的经济效益。 国务院国资委相关负责人强调，开展专业化整合必须符合行业和技术未来发展趋势，坚持长期主义、坚决杜绝片面追求短期规模而搞无关多 元、无序扩张。整合要锚定"高端"发力，推进同类业务整合是重点任务，消除低水平重复建设，提升整体效率效能。 国务院国资委网站消息， 11月21日，国务院国资委组织召开中央企业专业化整合推进会并举行重点项目签约仪式。 会议指出，各中央企业高度重视专业化整合工作，去年以来，围绕服务国家战略、推动科技创新、促进高质量 ...

Group 1 - Central enterprises are focusing on professional integration to support national strategies, promote technological innovation, and enhance high-quality development by optimizing resource allocation and improving core competitiveness [2] - The meeting emphasized the need for central enterprises to proactively plan, strengthen strategic leadership, prevent internal competition, and enhance integration capabilities to create integrated competitive advantages [2] - A total of 17 units signed key project agreements in areas such as new materials, artificial intelligence, cruise operations, inspection and testing, and aviation logistics, with notable participation from major central enterprises [2] Group 2 - The State-owned Assets Supervision and Administration Commission (SASAC) highlighted the importance of aligning professional integration with future industry and technology trends, focusing on high-end development, and eliminating low-level redundant construction [3] - SASAC's deputy director stressed the need to deepen core business operations, enhance resource allocation efficiency, and focus on emerging sectors to strengthen the scale and capabilities of central enterprises in strategic emerging industries [3] Group 3 - China Tourism Group, a key state-owned enterprise, has a rich history dating back to 1923 and operates a diverse range of businesses including travel agencies, hotels, and cruise operations, with a significant presence in over 30 countries [4] - The group is recognized as the only central enterprise primarily focused on tourism, boasting over 42,000 employees and total assets exceeding 200 billion yuan, while serving over 80 million tourists annually [4] - The cruise industry, led by China Tourism Group, has a substantial economic impact, with a revenue multiplier effect of 1:10 to 1:14, indicating that every 1 yuan of revenue generates 10 to 14 yuan in related economic benefits [2]

日前，"中国银河（601881）证券·中国证券报私募行业星耀领航计划"调研团队走进连云港市首家持牌 私募证券投资基金管理人——连海陆桥基金，围绕其科创投资逻辑、区域产业赋能、企业社会责任等议 题展开深入交流，共同探索国有背景私募在支持科技创新与服务地方经济中的独特路径。 据悉，"星耀领航计划"致力于打造国内最具影响力的科创类私募赋能平台，聚焦挖掘并培育兼具专业投 资能力与合规治理水平的私募管理机构。本次调研旨在推动多元投资理念的行业共享，助力构建科技、 资本与实体经济良性循环的生态体系。 深耕战略性新兴产业 连海陆桥基金执行董事、总经理刘益鸣在接受中国证券报记者专访时表示，公司自2022年成立以来，始 终将科技创新作为重要投资方向之一，依托股东连云港市金融控股集团的产业背景与区域资源优势，持 续深耕生物医药、人工智能、高端制造等战略性新兴产业。 据悉，连海陆桥基金前身为金控集团证券业务部，早在集团成立初期即通过持股恒瑞医药（600276）、 远大控股（000626）等本土上市公司，积累了深厚的产业认知与资本运作经验。转为市场化运作的私募 基金管理人后，公司延续了这一基因，在股票策略产品中重点配置创新药板块，持 ...

昨天（21日），国务院国资委组织召开中央企业专业化整合推进会并举行重点项目签约仪式，8组项目集中签约，共同推动专业化整合。 项目包括央企、民企、地方政府在内的17家单位，涵盖新材料、人工智能、邮轮产业、检验检测等多个重点领域。 此次签约的专业化整合项目，既聚焦加快核心技术突破、壮大战略性新兴产业；又围绕优化提升传统产业，促进重点产业链高质量发展。同时，还聚焦主责 主业推动专业化整合，优化资源配置，强强联合布局新赛道。 国务院国资委相关负责人强调，开展专业化整合必须符合行业和技术未来发展趋势，坚持长期主义、坚决杜绝片面追求短期规模而搞无关多元、无序扩张。 整合要锚定"高端"发力，推进同类业务整合是重点任务，消除低水平重复建设，提升整体效率效能。 签约项目中，中国旅游集团牵头组建央企邮轮运营平台公司，此次专业化整合后，船队规模位居亚洲第一。 中国旅游集团华夏邮轮公司总经理黎明：邮轮产业的带动效应极为显著，产业带动比例系数高达1∶10至1∶14。即邮轮产业每产生1元收入，就能带动上下游 相关产业产生10—14元的经济效益。 国务院国资委副主任李镇：深耕主业实业，提升资源配置效率，聚焦主责主业，推动专业化整合；聚焦新 ...

日前，"中国银河证券·中国证券报私募行业星耀领航计划"调研团队走进连云港市首家持牌私募证券投 资基金管理人——连海陆桥基金，围绕其科创投资逻辑、区域产业赋能、企业社会责任等议题展开深入 交流，共同探索国有背景私募在支持科技创新与服务地方经济中的独特路径。 据悉，"星耀领航计划"致力于打造国内最具影响力的科创类私募赋能平台，聚焦挖掘并培育兼具专业投 资能力与合规治理水平的私募管理机构。本次调研旨在推动多元投资理念的行业共享，助力构建科技、 资本与实体经济良性循环的生态体系。 深耕战略性新兴产业 连海陆桥基金执行董事、总经理刘益鸣在接受中国证券报记者专访时表示，公司自2022年成立以来，始 终将科技创新作为重要投资方向之一，依托股东连云港市金融控股集团的产业背景与区域资源优势，持 续深耕生物医药、人工智能、高端制造等战略性新兴产业。 据悉，连海陆桥基金前身为金控集团证券业务部，早在集团成立初期即通过持股恒瑞医药、远大控股等 本土上市公司，积累了深厚的产业认知与资本运作经验。转为市场化运作的私募基金管理人后，公司延 续了这一基因，在股票策略产品中重点配置创新药板块，持仓比例长期超过50%。 "我们不仅是市场的参与者 ...

Group 1: Modern Industrial System Development - Shaanxi has focused on building a modern industrial system as a strategic initiative during the 14th Five-Year Plan, leading to revitalization of traditional industries and rapid growth of emerging industries [1] - The province has implemented a plan for industrial structure adjustment in the Guanzhong area, promoting the transformation and upgrading of high-energy-consuming and high-polluting enterprises [1] - Strategic emerging industries and high-tech manufacturing have seen annual value-added growth rates of 8.7% and 10.3% respectively during the 14th Five-Year Plan, with new energy vehicle production growing at an annual rate of 112% [1] Group 2: Agricultural Modernization - The implementation of the rural industrial integration development demonstration park three-year action plan has resulted in the establishment of 9 national and 65 provincial demonstration parks, with a target of 3.356 billion yuan in central investment for 2025 [2] - In 2024, the total grain production is expected to reach 13.5229 million tons, with a historical high yield of 297.35 kg per mu [2] Group 3: Service Industry Development - By 2024, the service sector's value added is projected to reach 1.84 trillion yuan, accounting for 51.8% of the province's GDP, achieving the 14th Five-Year Plan target ahead of schedule [2] - The combined revenue of scientific research, technical services, and information technology services accounted for 51.3% of the profitable service industry in the first three quarters of this year [2] Group 4: Infrastructure Enhancement - The construction of the China-Europe Railway Express (Xi'an) has seen an increase in annual operations from 3,720 trains in 2020 to 4,985 in 2024, with an average annual growth of 34% [2] - The railway operating mileage has reached 6,030 kilometers, while the total road mileage has reached 190,000 kilometers, and urban rail transit operating mileage has reached 403 kilometers [2]

专业化整合是当前国有企业改革的重要任务之一。《证券日报》记者获悉，去年以来，中央企业围绕服 务国家战略、推动科技创新、促进高质量发展，持续调整存量、优化增量，已开展专业化整合项目千余 个。 国务院国资委副主任李镇在会上强调，现阶段中央企业开展专业化整合工作，就是要深刻把握当前新形 势新任务，在服务国家战略、补链强链、科技创新、提质增效等基础上，进一步提升整合的主动性、系 统性、针对性，将专业化整合打造成培育核心优势企业、提升资源配置效率、推动高质量发展的重要手 段。 11月21日，国务院国资委组织召开中央企业专业化整合推进会并举行重点项目签约仪式。 会上，8组17家单位分两批进行了重点项目集中签约。其中包括中国石化与东方电气集团、内蒙古乌审 旗碳纤维"产业合作+资本运作"项目，中国一汽与卓驭科技智能驾驶领域专业化整合项目，中铝集团与 鞍钢产业互联网与数智供应链领域专业化整合项目，南航集团与招商局集团航空物流领域专业化整合项 目等。 整体上看，此次签约的专业化整合项目，既聚焦加快关键核心技术突破、壮大战略性新兴产业，持续整 合优质资源，推动科技创新和产业创新深度融合，促进新兴产业规模化发展；又围绕优化提升传统产 ...

Core Insights - During the "14th Five-Year Plan" period, Beijing achieved direct financing exceeding 5.6 trillion yuan, ranking first in the country, with 200 new domestic and foreign listed companies [1] - The number of listed companies in the Beijing area reached 453, with nearly 130 companies listed under the registration system focusing on pillar industries such as new generation information technology, biomedicine, and high-end equipment manufacturing [1] - Over 70% of the enterprises in strategic emerging industries are classified as national-level specialized and innovative "little giant" companies [1] Financial Support Initiatives - Beijing will continue to increase financial support for key areas such as artificial intelligence, urban renewal, and the "three major projects" [2]

Core Insights - The "Yujian Greater Bay Area" youth entrepreneur exchange event took place in Zhengzhou from November 16 to 19, showcasing the economic and trade potential of the region [1] - A delegation of young entrepreneurs from the Guangdong-Hong Kong-Macao Greater Bay Area visited Zhengzhou to explore various industries and engage in discussions [1] Industry Overview - The delegation explored key industrial sectors in Zhengzhou, including advanced materials, modern food production, and aerospace industries, highlighting the city's robust industrial foundation and vibrant growth prospects [1] - Companies such as Hanwei Technology, Sanquan Foods, and Zhengzhou Nissan were part of the tour, demonstrating the diverse industrial landscape [1] Entrepreneurial Exchange - A roundtable dialogue was held where local business representatives promoted Zhengzhou's industrial layout, business environment, and preferential policies, laying a solid foundation for future cooperation [1] - Entrepreneurs shared insights and experiences, fostering collaboration and knowledge exchange between the two regions [1] Cultural Engagement - The delegation also visited the Henan Drama Fantasy City, enhancing emotional connections through immersive cultural experiences that showcased the rich cultural heritage of the Central Plains [1]

10月28日，《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》（以下简称《建议》）正式发布。 与"十四五"规划建议相比，"十五五"规划建议将"建设现代化产业体系"摆在更加突出的位置，这背后有何考量？遴选量子科技、 生物制造等六大产业的底层逻辑是什么？"未来10年将再造一个中国高技术产业"意味着什么？"人工智能"出现8次，反映出怎样 的导向？ 带着这些关乎经济发展全局的关键问题，近日，《每日经济新闻》记者（以下简称NBD）专访了十四届全国政协委员、中国社 科院经济研究所原所长黄群慧。 黄群慧深耕产业经济领域多年，身兼国家制造强国建设战略咨询委员会委员，国务院反垄断委员会专家咨询组成员等职，并连 续担任"十四五""十五五"国家发展规划专家委员会委员，对中国产业发展的底层逻辑与现实路径有着深刻洞察。 在采访中，他强调指出，在推动人工智能技术发展同时，不容忽视其就业替代与收入极化效应，技术创新的社会政策必须纳入 考量范围。 "建设现代化产业体系"为战略任务首位，有三方面现实考量 NBD：与"十四五"规划建议相比，"十五五"规划建议把"建设现代化产业体系，巩固壮大实体经济根基"摆在更突出的位置，您 认为这一 ...