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工信部:实施培育新兴产业打造新动能行动 开辟脑机接口、元宇宙、量子信息等新赛道
智通财经网· 2025-09-23 11:40
李乐成表示,"十五五"时期,工业和信息化部将贯彻落实党中央、国务院决策部署,牢牢锚定实现新型 工业化这个关键任务,以推动高质量发展为主题,以发展新质生产力为重点,以推动科技创新和产业创 新深度融合为关键路径,以改革创新为根本动力,加快建设以先进制造业为骨干的现代化产业体系。一 是大力提升产业科技创新体系整体效能。强化企业科技创新主体地位,完善国家制造业创新中心建设布 局,建立健全中试平台梯次培育体系,大力发展科技服务业,打造世界领先科技产业园区。二是加力推 进传统产业焕新升级。深入实施制造业技术改造升级工程,强化标准引领、质量提升、品牌建设和数智 化、绿色化改造,大力发展智能制造、绿色制造、服务型制造。三是培育壮大新兴和未来产业。实施培 育新兴产业打造新动能行动,加快打造一批新兴支柱产业。建立未来产业投入增长机制,开辟脑机接 口、元宇宙、量子信息等新赛道。四是全面构建互利共赢产业生态。强化重点外资项目服务保障,深化 国际产业合作,共同构筑安全稳定、畅通高效、开放包容、互利共赢的全球产业链供应链体系。 龚正指出,工博会已成为全球规模最大的综合性工业品牌展会和促进国际经贸交流合作的重要平台。上 海要深入贯彻落实习 ...
大幅加仓!私募:无需过度担忧短期波动
券商中国· 2025-09-23 05:35
随着A股的持续回暖,私募机构的仓位水平快速攀升。 私募排排网最新数据显示,股票私募整体仓位已飙升至年内新高,其中百亿私募大幅加仓,单周加仓幅度高达 11.11%,而50亿—100亿元规模私募仓位更是创下近三年来新高,凸显出头部机构对市场的信心。 多家私募机构一致表示,在资金与信心的双轮驱动下,A股市场整体有望延续强势行情。不过当前市场结构分 化严重,部分股票短期涨幅较大,在个股层面或有回调风险。 股票私募仓位升至年内新高 9月以来,上证指数在高位盘整,深成指和创业板指表现强势,市场情绪高涨,上周两市日均成交额升至2.5万 亿,汇聚诸多高手的私募机构选择再度加仓。 私募排排网数据显示,截至2025年9月12日,股票私募仓位指数达到78.04%,较前一周的75.08%大幅上升2.96 个百分点。这一水平不仅与年内高点持平,也反映出私募整体的配置积极性正在加速提升。 从仓位分布来看,中高仓位私募占据市场主导。具体而言,60.02%的股票私募保持满仓状态,23.34%的私募 维持中等仓位,而低仓与空仓的私募合计不足两成。这意味着,大多数私募机构已经选择积极参与市场,普遍 看好后市行情。 对于此次私募大幅加仓的核心原因 ...
增量政策落地周年一线调研 | 投融资改革持续深化 资本市场回稳向好势头巩固
Group 1 - The core viewpoint of the articles emphasizes the effectiveness of recent policies in enhancing the capital market's resilience and its ability to support technological innovation and emerging industries [1][2][3] - A series of significant policies have been implemented, including the reopening of the fifth set of standards for the Sci-Tech Innovation Board and the activation of the third listing standard for the Growth Enterprise Market, benefiting various innovative companies [1][2] - The capital market is increasingly attracting long-term funds, with social security funds, insurance funds, and public funds playing a crucial role in stabilizing the market and fostering new productive forces [3][4] Group 2 - The merger and acquisition (M&A) landscape is thriving, with notable transactions such as BGI's acquisition of Chip Semiconductor and Mindray Medical's control over Huatai Medical, indicating a trend towards industry consolidation and transformation [2] - The issuance of Sci-Tech bonds has exceeded 1 trillion yuan, primarily directed towards cutting-edge sectors like semiconductors and artificial intelligence, showcasing the capital market's support for technological advancements [2] - Public fund reforms are ongoing, with new models for floating management fees being introduced, allowing investors to benefit more directly from fund performance [5] Group 3 - The A-share market has shown strong resilience amid global uncertainties, with foreign investors increasing their holdings in domestic stocks and funds, reversing a two-year trend of net reductions [7] - The total market capitalization of A-shares surpassed 100 trillion yuan, with strategic emerging industries accounting for over 40% of the market value, reflecting a robust growth in key sectors [6][7] - The average daily trading volume in the A-share market has significantly increased, indicating heightened market activity and investor engagement [6]
中国民营企业500强,杭州都市圈占了八分之一
Sou Hu Cai Jing· 2025-09-22 09:51
近日,"2025年中国企业500强"榜单重磅发布,浙江企业表现亮眼,共有56家企业入选,彰显出强劲的 经济实力与发展活力。其中,杭州、湖州、嘉兴、绍兴四市共有近30家民营企业上榜,展现出区域民营 经济的蓬勃发展态势。而在上月底全国工商联发布的"2025中国民营企业500强"榜单中,杭湖嘉绍四市 共有63家企业入围,入围数量占全国的12.6%,占浙江省的58.87% ,凸显出杭州都市圈在浙江乃至全国 民营经济领域的重要地位。 如果将视野缩小到县域,可以看到都市圈产业集聚效应明显。杭州周边县市中,德清、柯桥、诸暨、桐 乡均有2家及以上企业入榜民营企业500强。其中,桐乡有4家企业入选,占整个嘉兴地区的一半以上; 诸暨有2家企业入榜,分别排名第六(海亮集团)和第十三(天洁集团),含金量极高。而在杭州市 内,萧山区以12家的"成绩"一骑绝尘,其中紧邻绍兴柯桥区的衙前镇,就有4家上榜企业。 杭州都市圈有"长三角金南翼"之称,如果将这个圈再画得大一些,以上海为核心,北至苏锡常,南至杭 湖嘉绍甬,这一面积仅占全国约0.71%的区域,集中了民营企业500强榜单中近三分之一的企业。其 中,苏锡常都市圈共有59家企业入围,宁波和 ...
国星光电:公司未来将持续优化布局,积极开展投资并购
Zheng Quan Ri Bao· 2025-09-22 09:41
Core Viewpoint - The company, Guoxing Optoelectronics, aims to continuously optimize its layout and actively engage in investment and mergers to promote business synergy and expand into emerging industries, particularly in the LED application field and advanced semiconductor packaging [2] Group 1: Business Strategy - The company plans to strengthen its presence in new products such as optocouplers, optoelectronic sensors, and intelligent sensing [2] - It intends to explore new fields including smart cockpits, intelligent vision systems, smart interaction, humanoid robots, optical communication, and low-altitude economy [2] - The company is focused on developing third-generation semiconductors and advanced semiconductor packaging services [2] Group 2: Future Planning - The company emphasizes the importance of forward-looking research to grasp global technological innovation and industry development trends [2] - It aims to systematically plan and proactively layout application technologies in new displays and advanced efficient equipment [2]
郑志刚,成立一家投资集团
投资界· 2025-09-22 08:04
Core Viewpoint - The establishment of Hong Kong Shanghai Cooperation Development Holdings (ALMAD Group) by Zheng Zhigang aims to invest in nine innovative industries expected to reshape the global economic landscape over the next twenty years [2][5]. Group 1: Company Overview - ALMAD Group is headquartered in Hong Kong and will operate as a diversified enterprise across multiple sectors [5]. - The company will focus on three main areas: investment in emerging markets, innovation and financial breakthroughs, and the expansion of the K11 by AC cultural ecosystem [5][6]. Group 2: Investment Focus - The investment strategy includes sectors such as culture, entertainment, sports, media, healthcare, business management, and the large cultural tourism industry, which are anticipated to have high growth potential and align with the future needs of Generation Z and Millennials [5]. - ALMAD Group aims to explore opportunities in digital and virtual assets, particularly in the Web 3.0 financial innovation frontier, while also investigating blockchain technology and immersive digital experiences across various industries [5]. Group 3: Cultural Ecosystem Expansion - K11 by AC will serve as the cultural brand under ALMAD Group, focusing on reshaping the retail and cultural market landscape, managing retail assets, and serving multiple stakeholders [6]. - The K11 brand, founded by Zheng Zhigang, has expanded rapidly, particularly in the mainland China and Middle Eastern markets, with its anime IP business "Experience 11" gaining traction [6]. Group 4: Background of Zheng Zhigang - Zheng Zhigang, a third-generation member of the Zheng family, has a background in investment banking with experience at UBS and Goldman Sachs before returning to the family business [8]. - He has been instrumental in the IPO of New World Department Store and has held various leadership roles within the New World Group before fully stepping away from family business responsibilities [8][9]. Group 5: Family Office Influence - Zheng Zhigang has been active in promoting the influence of family offices in Hong Kong, with over 200 family offices established or expanding their operations in the region as of 2023 [9].
A股估值上升行情仍有空间 借道新品华夏上证580ETF联接基金把握投资机遇
Zhong Guo Jing Ji Wang· 2025-09-22 06:34
Group 1 - The Shanghai 580 Index was officially launched in June, enhancing the index matrix of the Shanghai Stock Exchange [1] - Huaxia Fund quickly issued the first ETF product tracking the Shanghai 580 Index in August, providing a quality investment tool for small-cap stocks [1] - The Huaxia Shanghai 580 ETF Link Fund (024943) will be available for subscription starting October 9, allowing investors to access small-cap stocks in the Shanghai market [1] Group 2 - As of mid-2023, the top three industries in the Shanghai 580 Index are electronics, pharmaceuticals, and machinery, with weightings of 13.9%, 10.0%, and 9.0% respectively [2] - The Shanghai 580 Index focuses more on emerging industries, with a TMT sector weighting of 27.2%, higher than the Shanghai 180 and 380 indices [2] - The index has a significant innovation attribute, with weights for Sci-Tech Board, specialized and innovative enterprises, and high-tech companies at 27.1%, 27.7%, and 59.7% respectively [2] Group 3 - The Shanghai 580 Index has shown strong performance, with a year-to-date increase of 78.77%, outperforming the CSI 300 and Shanghai Index [2] - Since its base date on December 28, 2018, the cumulative increase of the Shanghai 580 Index has reached 90.79%, with an annualized return exceeding 10% [2] - The index is expected to perform well in the future due to its growth and elasticity characteristics [3] Group 4 - Huaxia Fund aims to enhance its index business in 2024, focusing on a research, service, and strategy investment capability system [4] - By the end of 2024, Huaxia Fund's equity index scale is projected to reach 747.92 billion, ranking first in the industry [4] - The company has seen significant growth in its index products, with an increase of 276.67 billion, representing a growth rate of 58.7% [4]
国星光电(002449) - 2025年9月19日投资者关系活动记录表
2025-09-22 01:19
| 投资者关系活动 □ | 特定对象调研 分析师会议 □ | | --- | --- | | 类别 □ | 媒体采访 业绩说明会 □ | | □ | 新闻发布会 路演活动 □ | | □ | 现场参观 | | ☑ | 其他 (2025 年广东辖区上市公司投资者网上集体接待日活动) | | 参与单位名称及 | 年广东辖区上市公司投资者网上集体接待日活动" 参与"2025 | | 人员姓名 | 的投资者 | | 时间 2025 | 年 月 日 (周五) 下午 9 19 15:30~17:00 | | 地点 | 全景网"投资者关系互动平台"(https://ir.p5w.net) | | 上市公司接待人 | 1、董事长雷自合 | | 员姓名 | 2、副总裁兼财务负责人李军政 | | | 3、董事会秘书李文强 | | | 投资者提出的问题及公司回复情况 | | | 公司就投资者在本次说明会中提出的问题进行了回复: | | | 1、公司对未来新业务的拓展是否有具体规划? | | | 您好,公司未来将持续优化布局,积极开展投资并购,推动 | | | 各业务协同发展,在新兴产业方面,进一步拓宽 LED 应用领域, | | ...
42个侨创项目在安徽签约 总投资额91亿元
Zhong Guo Xin Wen Wang· 2025-09-21 03:40
42个侨创项目在安徽签约 总投资额91亿元 中新网合肥9月21日电 (付敏)2025世界制造业大会侨创项目对接暨巢湖侨创会20日在合肥举行。会上, 共签约42个侨创项目,总投资额91亿元人民币。签约项目主要集中在新能源汽车、新材料以及高端装备 制造等新兴产业领域。 当日,来自30多个国家和地区的侨商侨领、合肥侨创大赛代表等200余人围坐一堂,交流分享经验。 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 编辑:王永乐 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 9月20日,2025世界制造业大会侨创项目对接暨巢湖侨创会在合肥举行。图为签约现场。付敏 摄 旅英华人高新科技商业协会会长张其军说,世界制造业大会是一个集高端交流、前沿展示、项目对接、 合作共赢于一体的综合性盛会。"前不久有朋友讲安徽近些年发展不错,建议我来看看。希望利用这次 机会了解安徽,寻找发展机会。" 俄罗斯安徽总商会会长王金保说,安徽在轻工、家电、新能源汽车等领域具有明显优势,而俄罗斯市场 对这些产品 ...
向新而行|科技赋能产业“新”
Yang Shi Wang· 2025-09-20 12:38
"我们要及时将科技创新成果应用到具体产业和产业链上。" 2024年,我国规上高技术制造业增加 值较"十三五"未增长42%。 习近平总书记提出要以科技创新推动产业创新,"特别是以颠覆性技术和前沿技术催生新产业、新模式、新动能,发展新质生产力"。 9月18日,国新办举行新闻发布会,介绍"十四五"时期科技创新发展成就。一个个生动案例、一组组亮眼数据,让世界看到了"科技创新和产业创新加 速融合"的五年。 "C919大飞机实现商业飞行""新能源汽车产销量稳居世界首位""人工智能、生物科技等前沿领域正在形成新的经济增长点"……向新而行,我国企业发 明专利产业化率从2020年的44.9%提升至2024年的53.3%,更多专利走出"实验室",走向"产业链"。 CCTV Com 中国新动力 数据来源:国家统计局等 图 片 由 A | 辅 助 生 成 要大力发展数字经济, THE P 数字经济和实体经济深度融合, 打造具有国际竞争力的数字产业 課菲。 习 TITED 2024年,我国数字经济核心产业增加值 比"十三五"未增长73.8%,占GDP比重达 到10.4%。 央视网 (C(( 中国新闻 数据来源:国家统计局等 图 片 由 ...