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科技股大市值化成趋势?科创50ETF近一年涨幅翻倍!
Sou Hu Cai Jing· 2025-09-29 06:51
业内人士认为目前我国科技领域仍有较多细分方向待突破、待追赶,未来一段时间更多的是支持与呵 护,科技突围自立自强的政策大方向不变。这点从摩尔线程的科创板IPO火速过会就可以见一斑。 ①过去一年A股科技板块市值占比超过1/4,已明显高于银行、非银金融、房地产行业市值合计占比。 ②市值前50名公司中科技企业从"十三五"末的18家提升至当前的24家。 ③未来要增强多层次市场体系的适配性,以科创板、创业板"两创板"改革为抓手,推进发行上市、并购 重组等制度改革,更大力度支持创新。 连续三年下跌后,科创50指数一跃成为去年"9·24"以来涨幅最猛的指数,截至发稿,科创 50ETF(588000)累计上涨126.11%。 过去一年,A股发生巨大改变,科技成长板块领涨,科创50增长126%,创业板指增长101.96%电子行业 市值增加了6.96万亿元,超越银行,成为A股市值第一的行业。 证监会领导人此前在会议上指出: 科创50ETF(588000)紧密跟踪科创50指数,选取科创板中规模最大的50只科技龙头股票,持仓六成以 上为国产替代紧迫性强的半导体行业,同时还兼顾医疗器械、软件开发、光伏设备、消费电子等科技前 沿领域的投资 ...
国清汇宣布国庆期间正式启动37批次清算程序
Sou Hu Cai Jing· 2025-09-28 09:56
总额10万亿人民币助力经济转型与消费升级 近日,国清汇正式对外宣布,将于国庆期间全面启动第37批次的历史滞留资金清算程序,预计清算规模 达 10万亿人民币。这一消息不仅回应了广大追梦人和社会公众长期以来的关注,更标志着国家在推动 经济转型、加快资金回流和促进消费升级方面迈出了坚实的一步。 国清汇宣布国庆期间正式启动37批次清算程序 全球经济震荡与中国的战略抉择 当前,国际经济环境依旧复杂多变。欧美主要经济体通胀压力高企,货币政策反复摇摆,全球产业链和 供应链面临重塑。与此同时,中美博弈、地缘政治风险以及国际资本流动的不确定性,给各国经济都带 来了巨大挑战。 中国作为世界第二大经济体,正在经历新旧动能转换的关键阶段。一方面,要承受外部环境带来的下行 压力;另一方面,国内经济转型、共同富裕战略和科技自立自强的任务又十分紧迫。在这样的大背景 下,如何盘活存量资金、增强居民信心、扩大内需消费,成为国家必须直面的核心问题。 国清汇的战略定位与清算使命 国清汇的设立,正是为了系统解决历史滞留资金清算的难题。长期以来,部分项目在推进过程中因政策 调整、国际环境干扰、部门协调不足等原因,形成了大规模的资金滞留。这些资金"账面 ...
北京成为全球创新网络关键枢纽
Bei Jing Wan Bao· 2025-09-27 06:41
Group 1 - Beijing has significantly enhanced its innovation capacity, competitiveness, and influence, becoming a key hub in the global innovation network [1] - The city maintains a research and development expenditure intensity of around 6%, ranking among the top global innovation cities [1] - Beijing has been ranked first in the "Nature Index - Research Cities" for eight consecutive years and is third globally in the number of unicorn companies [1] Group 2 - The high-tech industry in Beijing is projected to reach a value of 1.49 trillion yuan in 2024, representing a 56.9% increase from 2020 [1] - The city has developed three trillion-yuan industry clusters: new generation information technology, healthcare, and technology services, along with seven hundred billion-yuan industry clusters [1] - Beijing has registered 159 large models in artificial intelligence, leading the nation in this area [1] Group 3 - The Beijing Medical Health Collaborative Innovation Three-Year Action Plan has been implemented, with the highest number of approved innovative medical devices in the country [2] - Beijing has established a complete industrial chain in commercial aerospace, including rocket launch, satellite manufacturing, and satellite application services [2] - The Zhongguancun area contributes about one-third of the city's GDP while occupying less than 4% of the land [2] Group 4 - Over 300 technology companies are established daily in Beijing, reflecting the effectiveness of the city's education and technology talent development [3] - Beijing ranks first in Asia and among the top globally in the "Global Entrepreneurship Ecosystem Report 2025" [3] - The city aims to become a global center for scientific innovation and a leading area for future industries during the "15th Five-Year Plan" [3]
青山遮不住
Ren Min Ri Bao· 2025-09-27 02:42
Core Viewpoint - The ongoing trade tensions between the US and China, characterized by tariffs and export controls, have not hindered the growth of trade between the two nations, with China's exports to the US increasing by 22.7% in the first eight months of the year [1][2]. Group 1: Trade Dynamics - Despite tariffs, China's exports to the US have shown resilience, with a reported growth of 30.3% in the first eight months of the year for certain sectors [2]. - Since the imposition of tariffs in July 2018, the overall trade volume between the US and China has generally been on an upward trend, with a notable increase of 8.8% in 2020 [2][11]. - The demand for "Made in China" products remains strong in the US, as evidenced by consumer experiences during the pandemic [4][5]. Group 2: Economic Interdependence - The economic structures of the US and China are highly complementary, with significant mutual benefits derived from trade [6][8]. - In 2020, Chinese goods accounted for 19% of total US imports, with a substantial portion of essential medical supplies sourced from China [6][8]. - The cost advantages of Chinese manufacturing, including lower labor costs and efficient supply chains, continue to attract US companies [7][10]. Group 3: Investment Trends - Despite a decline in US investment in China in certain sectors, there is a growing interest among US companies to expand their operations in China, with 85% of surveyed companies indicating no plans to relocate manufacturing outside of China [13][20]. - The influx of foreign investment into China has been robust, with significant increases from European and ASEAN countries, highlighting China's appeal as a market [13][14]. - The Chinese market's size and growth potential are key factors driving multinational companies to establish or expand their presence in the country [15][16]. Group 4: Innovation and Technology - China's commitment to technological self-reliance and innovation is evident, with increasing investments in research and development [21][23]. - The country is transitioning from a technology follower to a leader in several high-tech fields, demonstrating resilience against external pressures [24][29]. - Collaboration in technology and innovation remains crucial, as both nations benefit from shared advancements and market opportunities [26][30].
上交所召开2025年股权投资机构交流会
券商中国· 2025-09-26 15:52
近日,上交所组织召开2025年股权投资机构交流会,聚焦落实科创板改革"1+6"政策措施、增强资本市 场的吸引力和包容性,与38家股权投资机构和12家保荐机构面对面深入交流,充分听取市场诉求,及时 回应市场关切。与会机构在肯定科创板改革成效的同时,从支持硬科技企业IPO和并购重组、进一步提高 科创板包容性和预期稳定性、优化定价机制、推动中长期资金有序参与科创板建设、共同开展科技企业培 育及加强信息共享交流等方面提出多项意见和建议。 后续,上交所将认真研究、充分吸收市场机构的意见和建议,持续推进"开门办审核、开门办监管、开门 办服务",进一步完善与市场机构常态化沟通交流机制,更好推动科创板改革"1+6"政策落地见效,共同 营造良好的资本市场生态,更好服务高水平科技自立自强。 来源:上交所 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 ...
创新成果闪耀世界 四川建设西部创新高地迈出坚实步伐
Zhong Guo Fa Zhan Wang· 2025-09-26 09:37
新闻发布会现场 中国发展网讯 记者王进报道 9月25日上午,四川省政府新闻办在四川新闻发布厅举行"决胜'十四五'续写新篇章"系列主题新闻发布会第二场。四川省科技厅 党组书记、厅长路松明出席发布会介绍四川"十四五"时期建设西部地区创新高地总体情况并答记者问。 大科学装置集群发展。加快建设10个国家大科学装置,其中:高海拔宇宙线观测站"拉索"取得多项突破性科学发现、跻身世界一流,"中国环流器"系列装置 创造多项运行纪录,锦屏地下实验室诞生50余项国际领先研究成果,转化医学重大科技基础设施把生物治疗成果从基础研究到临床应用的时间缩短30— 50%。 天府实验室整体成势。聚焦电子信息、生命科学、生态环境等四川科技创新优势领域,布局建设天府兴隆湖实验室、天府绛溪实验室、天府锦城实验室、天 府永兴实验室,已全部进入实体化运行,成为吸引和集聚顶尖人才、开展前沿基础研究、关键技术攻关和重大科技成果转化的核心力量。 关键核心技术攻关取得重大突破 路松明说,"总体来看,'十四五'期间,四川坚定实施创新驱动发展战略,在建设西部地区创新高地的征程上迈出了坚实步伐。科技创新综合实力明显提 升,不仅有力支撑了全省经济社会的高质量发展,为 ...
中国石油已成为我国最大的跨国经营企业
Jing Ji Ri Bao· 2025-09-26 07:36
Group 1 - The core viewpoint is that China National Petroleum Corporation (CNPC) has significantly enhanced its energy supply capacity, becoming a crucial pillar for national energy security as it celebrates its 75th anniversary [1][2] - CNPC's oil and gas business has established a "three 100 million tons" structure, continuously consolidating its domestic oil and gas production capabilities [1] - The company has a historical legacy dating back to the early days of New China, where the annual crude oil production was only 12,000 tons, and has since evolved through significant discoveries and developments in major oil fields [1] Group 2 - In response to the global energy revolution and carbon neutrality goals, CNPC is actively pursuing a green transformation, aiming to build a new energy system that is clean and low-carbon [2] - The company emphasizes technological self-reliance, achieving breakthroughs in geological theories and leading global advancements in oil and gas exploration technologies [2] - CNPC has successfully ranked among the top two in the China Enterprise 500 list and has maintained a position within the top six of the Fortune Global 500 for 15 consecutive years, reflecting its robust international presence and growth [2]
中信金融资产:助力工业气体龙头企业高质量发展 推动高水平科技自立自强
Jing Ji Guan Cha Bao· 2025-09-26 04:11
Core Viewpoint - The article emphasizes the role of financial support in driving technological innovation, highlighting the successful implementation of a merger and acquisition project by CITIC Financial Assets to bolster the development of a leading industrial gas company in China [1][4]. Group 1: Financial Support and Investment - CITIC Financial Assets has invested over 500 million yuan in the acquisition and restructuring of Hangzhou Yingde, providing strong financial backing for the company's technological transformation and capacity enhancement [1][3]. - The investment aims to stabilize the shareholder structure of Yingde and accelerate project progress for its subsidiaries, ensuring robust support for the normal operations of upstream and downstream industries [4]. Group 2: Industry Context and Challenges - Industrial gases are crucial for various sectors such as steel, chemicals, and semiconductors, impacting production efficiency and product quality, which in turn affects national economic security and international competitiveness [2]. - Hangzhou Yingde faces uncertainties due to the original shareholders entering an investment exit period, necessitating further exploration of existing asset efficiency and management optimization [2]. Group 3: Collaborative Efforts and Strategic Actions - CITIC Financial Assets has formed a specialized team to conduct thorough due diligence and engage in in-depth analysis of the industrial gas sector, addressing the complexities of asset scale and stakeholder involvement [2][3]. - The company leverages the synergistic advantages of CITIC Group, collaborating with various subsidiaries to optimize asset management and enhance governance structures [3]. Group 4: Achievements and Future Directions - Following the merger and acquisition, Hangzhou Yingde has shown improved operational conditions, maintaining a leading market share with a revenue increase of approximately 10% year-on-year [4]. - CITIC Financial Assets plans to continue providing comprehensive services to strategic emerging enterprises, focusing on professional and precise financial solutions to accelerate the transformation of technological achievements [4].
新华社快讯:我国专业技术人才超过8000万人
Xin Hua She· 2025-09-26 03:19
新华社快讯:人力资源社会保障部部长王晓萍9月26日在国新办举行的"高质量完成'十四五'规划"系列 主题新闻发布会上介绍,目前,我国专业技术人才超过8000万人,技能劳动者总量超过2.2亿人,其中 高技能人才超过7200万人,为推动高水平科技自立自强、建设现代化产业体系提供了坚实人才支撑。 ...
我国专业技术人才超过8000万人
Xin Hua She· 2025-09-26 02:11
人力资源社会保障部部长王晓萍9月26日在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布 会上介绍,目前,我国专业技术人才超过8000万人,技能劳动者总量超过2.2亿人,其中高技能人才超 过7200万人,为推动高水平科技自立自强、建设现代化产业体系提供了坚实人才支撑。 (文章来源:新华社) ...