2月7日，上海市十六届人大四次会议上，《上海市国民经济和社会发展第十五个五年规划纲要》（以下 简称《纲要》）的相关决议获表决通过，上海未来的五年蓝图就此绘就，即将徐徐铺陈展开。 两会现场，围绕这份《纲要》的讨论气氛热烈。 镜头前，一位科技领域的代表畅谈人工智能如何赋能实体经济；专题审议中，关于上海"五个中心"建设 的思考愈发深入；小组讨论时，代表们共议如何把最好的资源留给人民——每一句建言，每一次讨论， 都是为了让这座城市更具高度与温度。 代表建言中，"十五五"的宏伟蓝图细化成可操作的路径、具体细致的场景，勾勒出一座社会主义现代化 国际大都市应有的精气神与民生底色。 创新引领，锻造高质量发展新引擎 上海肩负国家战略使命，是世界观察中国的重要窗口。新征程上，如何更好发挥经济大省挑大梁作用， 持续提升国际经济中心地位？ "希望我们的产融服务真正地沉下去、帮到位，筑牢上海实体经济的根基，也为上海加快国际金融中心 建设添一份力。"国泰君安期货有限公司计划财务部总经理助理马炜代表表示，期待金融机构能够在未 来更多赋能上海的实体经济。 面向"十五五"，上海提出促进各类先进生产要素向发展新质生产力加快集聚，强化高端产业引领 ...

Group 1 - China successfully launched a reusable experimental spacecraft on February 7, using the Long March 2F rocket, aimed at validating reusable spacecraft technology for peaceful space utilization [1] - Shanghai aims to enhance its industrial economy by focusing on advanced manufacturing and developing six emerging pillar industries, targeting new sectors such as smart terminals, commercial aerospace, and low-altitude economy, with a goal of creating a trillion-level industry increment [2] - As of January 2026, China's foreign exchange reserves reached $339.91 billion, an increase of $4.12 billion from December 2025, marking a 1.23% rise [2] - China's gold reserves increased by 40,000 ounces to 74.19 million ounces by the end of January, representing the 15th consecutive month of gold accumulation by the central bank [2] Group 2 - The International Energy Agency (IEA) predicts that global electricity demand will grow at an average annual rate exceeding 3.5% until 2030, with renewable energy and nuclear power expected to account for 50% of the global electricity mix by that year [3] - The IEA reports that renewable energy generation is on track to surpass coal generation by 2025, driven by record deployments of solar power facilities [3] - The National Bureau of Statistics, along with other governmental bodies, has released guidelines to cultivate data circulation service institutions, including data exchanges and service platforms, to promote the marketization of data elements [5][6] - The guidelines propose targeted policies to support the development of high-quality datasets for artificial intelligence and encourage diverse trading models for data exchange [4]

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 ...

围绕协同推进"人工智能+"和"数据要素×"行动，本次《意见》提出针对性政策举措，面向服务人工智能发展建设高质量数据集，拓展适应人工智能发展的高 质量数据集流通交易方式。 《意见》中提出，支持各类数据流通服务机构加强与人工智能企业等合作，依托数据基础设施提供数据汇聚、治理、模型训练等服务。 （总台央视记者 丁雅妮 刘柏煊） 2026中央广播电视总台版权所有。未经许可，请勿转载使用。 今天（7日），国家数据局、工业和信息化部、公安部、证监会联合发布《关于培育数据流通服务机构 加快推进数据要素市场化价值化的意见》，首次明确 我国将培育三类数据流通服务机构。 三类数据流通服务机构包括：数据交易所（中心）、数据流通服务平台企业、数据商。三类机构形成明确定位，数据交易所（中心）突出综合服务功能，数 据流通服务平台企业突出专业化发展，数据商侧重加大数据产品和服务开发力度。 本次《意见》还提出，探索多样化流通交易模式，鼓励各类主体拓展数据换数据、换订单、换服务、换模型、换场景等交换方式。业内人士指出，突破传统 交易范式和认知，有利于更大范围促进数据要素价值释放。 助力"人工智能+"行动 建设高质量数据集 ...

Core Viewpoint - The company focuses on medical information technology and smart city core businesses, providing intelligent solutions in various sectors [1] Group 1: Medical Information Technology - The company is recognized for its role in medical information technology, specifically in selling registration machines [1] - It aims to enhance efficiency in healthcare services through digital solutions [1] Group 2: Smart City Business - The company is deeply engaged in the smart livelihood sector, particularly in digital human resources and smart medical insurance [1] - It provides intelligent solutions for scenarios such as quick human resources services, social security card integration, and long-term care insurance [1] Group 3: Smart Energy Sector - The smart energy segment offers digital grid application services for the power industry [1] - The company is involved in building data sharing, maintenance management, and expansion control systems for enterprises and government [1] - It promotes full-chain monitoring and intelligent regulation of energy through the integration of data elements and artificial intelligence, accelerating the digital transformation of the power grid [1]

科创企业直接融资智能平台 供数主体：市场公开渠道、数据服务商、政务部门、科创企业、产业园区、投资机构、司法及舆情平台 用数主体：科创企业（种子期、成长期、扩张期）、投资机构、政府产业基金、中介机构（律所、券商等）、地方政府部门 01 基本信息 02 应用背景 科创企业直接融资面临三大核心痛点：一是信息不对称，轻资产特性难以证明潜在价值，投资机构缺乏全面数据支撑，信任成本高；二是融资渠道单一， 过度依赖银行贷款，股权、可转债等直接融资工具应用不足；三是服务效率低，投资机构尽调依赖线下流程，平均周期长达3个月，投后风险监测依赖静 态数据，预警滞后。为落实科技金融政策要求，亟需构建数据驱动的智能平台，破解投融资匹配难题。 03 解决方案 数据融合：整合工商、经营、财务、司法、产业链、舆情等多源数据，建立每年新增500G以上的高质量数据集，实现"一企一库"信息整合。 全流程服务：打造"投前筛选－投中尽调－投后管控"全链路服务，提供企业画像生成、智能匹配、风险预警一站式功能，连接科创企业、投资机构、政府 及中介机构。 04 数据清单 数据类型 数据来源 核心数据项 企业基础数据 工商部门、市场公开渠道 注册信息、股权结 ...

Core Viewpoint - The overall economic outlook for 2026 is optimistic, with service consumption expected to be the main driver of economic growth, particularly as companies begin to realize their performance in line with the "14th Five-Year Plan" [1][2]. Economic Growth Dynamics - 2026 marks a critical transition from "weak reality" to "strong performance" in the economy, with service consumption becoming the primary growth driver [2]. - The GDP growth for 2025 is anticipated to meet expectations, but structural changes in consumption patterns are more significant than the numerical growth itself [2]. - There is a notable shift from physical consumption to service consumption, as evidenced by a significant increase in travel during the 2025 National Day holiday [2]. New Quality Productivity - The "14th Five-Year Plan" emphasizes accelerating high-level technological self-reliance and leading the development of new quality productivity, which includes not only technological innovation but also the upgrading of traditional industries [2]. - New quality productivity encompasses three dimensions: deep transformation of traditional industries through technologies like industrial internet and AI, the growth of strategic emerging industries, and forward-looking layouts for future industries [2]. Investment Themes - The A-share market is currently experiencing a dual investment theme of "low volatility dividends" and "technology growth," with many traditional industries being significantly undervalued [4]. - The technology growth sector is favored by market funds due to its alignment with industrial transformation and policy support, but there is a need for a balanced asset allocation approach rather than solely focusing on technology [4][5]. - Investors are encouraged to identify undervalued quality companies rather than simply following market trends [5].

● 本报记者 林倩 近日，国元证券副总裁梁化彬在接受中国证券报记者专访时表示，对2026年经济前景总体保持乐观态 度，服务消费将成为拉动经济增长的主力。2026年是"十五五"规划开局之年，上市公司业绩有望逐步释 放，特别是与新质生产力相关的企业逐步完成市场拓展，进入业绩兑现期。 他进一步补充道，待上市公司2025年年报验证经济确实回暖、优质企业业绩得到充分释放后，2026年4 月或5月，A股市场可能迎来新一轮行情。 "低波红利"与"科技成长" 两条投资主线并存 2026年开年以来，A股震荡上行，市场交投活跃。梁化彬表示，从A股走势看，当前"低波红利"与"科技 成长"两条投资主线并存，从市盈率指标来看，大量传统产业估值处于低位，存在显著低估现象。 他表示，科技成长板块因其符合产业转型方向且受到政策扶持，容易得到市场资金青睐，但券商等机构 在进行客户服务时，应向投资者强调资产配置理念，而非单一押注科技成长主线。 "2025年GDP增长符合预期，但结构变化比数字本身更值得关注。"梁化彬开门见山，直指消费领域正在 发生转换。他认为，在政策精准发力的背景下，2025年"十一"假期出游人次总量显著增加，服务消费已 成为消 ...

以推进共同富裕为着眼点 促进经济增长 | 003 | 时事 | | | --- | --- | | | 060 十年交付50亿颗太空互联网竞争已趋白热化 | | | 文/廖艳琳 | | | 065 从未来产业到战略性新兴产业 势在必然、刻不容缓 | | | 关于将基因产业作为重要产业纳入"十五五"规划的建议 | | | 文/高應 | | 6 | | 科 技 Hose JU 2026.01 (总第302期) 主办:国际技术经济研究所 "十五五"开局之年 中国经济航道的政策导向矩阵 高水平建设海南自贸港 打造制度型开放"中国样板" 2026年度投资策略 莫愁千里路,自有到来风 产经 观点 124 《创世纪任务》行政令:其核心内容及对AI赋能科学研究未来的影响 编译/刘纪诚 # 封面文章 070 美国航空航天工业协会发布国防供应链"去中国化"报告 文/王泽溪 075 《2025年美国核力量报告》解读分析 文/王晓聪,黄涛 086 颠覆性技术创新:中国新能源结合储能技术及应用研究 文/柳恩恩、张馨漫 100 谋划京津冀制造业链群高质量发展 助力实现中国式现代化 文/李双杰、祝合良、乔小勇 108 深入理解货币互换 文 ...

Core Viewpoint - The conference on building a smart economy in Wuhan emphasizes leveraging the smart economy as a key driver for high-quality economic development, aligning with national strategies and seizing opportunities from technological revolutions and industrial transformations [1][4]. Group 1: Conference Highlights - The conference was attended by key officials including the Mayor and leaders from various governmental bodies, and featured a report from Huawei's expert on smart economy development in Wuhan [3]. - The "Wuhan Smart Economy Development Action Plan (2026-2028)" was discussed, along with the release of project lists, policy compilations, scenario compilations, and practical case studies [3]. Group 2: Strategic Goals - The goal is to establish Wuhan as a national leader in the smart economy, focusing on becoming a source of smart technology, a hub for smart industries, and a pioneer in smart applications [4][8]. - Key initiatives include enhancing data resource integration, fostering smart entity development, expanding application scenarios, and building smart infrastructure [5][8]. Group 3: Implementation Mechanisms - A leadership and coordination mechanism will be established to enhance the effectiveness of the smart economy initiatives, including a focus on key industrial chains and collaborative efforts across various sectors [6][8]. - The "Nine Ones" work system will be implemented to create a comprehensive framework for each key industrial chain, ensuring effective execution and accountability [6]. Group 4: Emphasis on Collaboration - There is a strong emphasis on collaboration among city-level governance, district cooperation, and leveraging local advantages to enhance the smart economy [8]. - The need for a project-based, goal-oriented, and performance-driven management approach is highlighted to foster a culture of practical implementation and competitive spirit [8].