数据显示，2025年，全市工业增加值同比增长5.0%。全市规模以上工业总产值同比增长4.6%。 值得一提的是，2025年，上海三大先导产业制造业产值同比增长9.6%，其中，集成电路制造业产值增 长15.1%，人工智能制造业产值增长13.6%。2025年，工业战略性新兴产业产值同比增长6.5%，其中， 新能源产业产值增长12.9%，高端装备产业产值增长11.1%。数据表明，经过多年来加大力度的系统布 局，上海三大先导产业正在引领上海工业发展。 "十五五"期间，上海将以先进制造业为骨干，构建"2+3+6+6"现代化产业体系，打造世界级高端产业集 群，打响"上海制造"品牌，三大先导产业将在已有优势基础上进一步"成势"。 三大先导产业齐头并进 2025年，上海扎实推进《上海市进一步扩大人工智能应用的若干措施》，全市人工智能产业交出了一份 靓丽的答卷。短短20多天，就有5家上海科创企业密集上市，上海正在为科创企业打造最适合生长的土 壤。 智通财经记者从上海市经信委了解到，上海聚焦企业发展中"从0到1"的萌芽阶段和"从1到10"的跨越阶 段，在服务模式、关键要素等方面进行了一系列的创新，探索出一种适应时代的创业新模式，实 ...

2026年是"十五五"的开局之年。陈阳介绍，儋州市将加快培育新质生产力，做强现代化产业体系支撑， 推动产业智能化、绿色化、融合化发展，加快构建具有儋州特色和优势的现代化产业体系。 具体来看，该市将大力发展战略性新兴产业，加快推进新型工业化，推动主导产业补链延链、优化升 级。补链延链石化新材料集群，推动原油裂解制乙烯等3个项目竣工投产，加快建设18万吨次氯酸钠、5 万吨特种POE项目等，争取海南轻质原油加工基地、石化新材料提质优化等项目纳入国家石化产业规划 布局，推动新材料向终端产品发展。延伸拓展新能源产业链，推动两大海上风电基地二期建成并网发 电，三大风电装备制造基地产值突破36亿元；拓展风电就地消纳途径，开工建设多个储能氢能项目，加 快国家级风电检测基地前期工作。 在数字经济创新发展上，儋州市将加快建设海南移动西部数据中心等2个项目，引进数商企业10家以 上，数字经济核心产业营收实现翻番。加速布局生物医药产业，做大做强健康食品产业。有序发展低空 经济，加快导入保税维修、组装制造等多元业态。(完) 海南这五年："工业心脏"业态升级动能增强 中新网儋州1月21日电(记者 王子谦)海南西部中心城市儋州，是海南自贸 ...

全国政协委员苗圩、李小鹏、尹艳林、余蔚平、林毅夫、谭锦球、杨宗儒、张合成、顾学明、莫荣、齐 向东和专家刘世锦发言，围绕推动人工智能科技创新与产业创新深度融合、促进消费和投资、增强财政 可持续性、建设现代化产业体系、促进区域协调发展、提升服务实体经济能力、把握粮食安全主动权、 稳外贸稳外资、促进高质量充分就业等协商建言。大家认为，2025年，国民经济运行顶压前行、向新向 优，高质量发展取得新成效，根本在于习近平总书记领航掌舵和中共中央集中统一领导。要认真贯彻落 实中央经济工作会议部署要求，不断巩固拓展经济稳中向好势头，努力实现"十五五"良好开局。 全国政协副主席王勇主持会议。全国政协副主席胡春华、巴特尔、高云龙、王东峰、何报翔、朱永新、 杨震出席会议。国家统计局、全国工商联负责同志介绍有关情况，有关部门和单位负责同志到会听取意 见和建议、同政协委员互动交流。 全国政协21日在京召开2025年度宏观经济形势分析座谈会，中共中央政治局常委、全国政协主席王沪宁 出席并讲话。他表示，要深入学习贯彻中共二十届四中全会精神和中央经济工作会议精神，学深悟透习 近平经济思想，深刻领会和把握过去一年和"十四五"时期我国经济社会发 ...

1月19日，《中共上海市委关于制定上海市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，标志着上海"十五五"发展新程全面启幕。值得关注的是，同日上午，上海浦 东资本投资运营有限公司正式揭牌成立，作为注册资本达100亿元的专业化国资资本运营平台，其聚焦 资源要素整合、重点产业赋能的定位，与《建议》科创部署高度契合，为浦东落实规划要求、赋能上海 科创策源升级增添了重要支撑。 其三，制度创新突破机遇。《建议》强调深化科技管理体制改革与国资国企改革，明确提出发挥国 有资本投资运营公司功能，浦东可借助引领区"先行先试"独特优势，以浦东资本揭牌为契机，在创新资 源配置、科技金融融合等领域探索更具突破性的制度举措，破解创新生态瓶颈，为上海科创策源生态优 化提供可复制经验。 （二）现实挑战：直面科创发展深层短板与外部压力 从发展实际与规划导向来看，浦东承接科创使命、赋能上海策源升级，仍需直面双重现实挑战，而 浦东资本的落地运营，为有效应对挑战提供了重要抓手。 一方面，内部结构性短板凸显。当前浦东科创存在"基础研究—技术攻关—产业化"衔接不畅的问 题，大企业创新引领性有待进一步提升，中小微科创企业融资 ...

2026.01.21 本文字数：1422，阅读时长大约2分钟 作者 |第一财经 金叶子 上海2025年经济运行情况出炉，新兴动能发展态势良好。 就在前不久，上海一个月之内5家AI企业上市。根据上海市经信委的数据，2025年，人工智能"上海方 案"年度任务全部完成。1月9日登陆港交所的上海本土大模型企业稀宇科技（MiniMax，00100.HK）， 成立于2022年初，这家平均年龄29岁的企业也是全球从成立到IPO最快的AI公司。 而在集成电路产业方面，上海市经信委相关工作人员告诉记者，目前上海已建成全产业链齐头并进、相 互支撑的集成电路产业链体系，在芯片设计、制造、封测，设备/材料，EDA/IP等环节培育了一批行业 细分领域龙头企业，包括35家科创板上市企业，位列国内第一。芯片设计业、制造业持续居国内龙头地 位，先进封装加快布局，装备材料高端引领，EDA/IP集聚发展。除了GPU芯片企业，光计算、近存计 算等创新路线AI芯片企业也相继涌现，支撑国内大模型等新质生产力发展。 微信编辑| 七三 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@y ...

Core Viewpoint - The economic performance of Shanghai in 2025 shows a positive trend in emerging industries, with a GDP growth of 5.4% and significant increases in industrial output and investment [3][4]. Economic Performance - In 2025, Shanghai's GDP reached 56,708.71 billion yuan, reflecting a year-on-year growth of 5.4% at constant prices [3]. - The industrial added value in Shanghai grew by 5.0%, with the total industrial output value increasing by 4.6% [3]. - Key sectors such as railway, shipbuilding, aerospace, and other transportation equipment manufacturing saw a remarkable growth of 15.8% [3]. Investment Trends - Fixed asset investment in Shanghai's industrial sector rose by 20.0%, significantly outpacing the overall fixed asset investment growth rate by 15.4 percentage points [3]. - The three leading industries in Shanghai's manufacturing sector achieved a year-on-year output growth of 9.6%, surpassing 2 trillion yuan in total scale [4]. Emerging Industries - The integrated circuit manufacturing sector experienced a growth of 15.1%, while artificial intelligence manufacturing grew by 13.6% in 2025 [4]. - Strategic emerging industries in Shanghai saw a 6.5% increase in output, with the new energy sector growing by 12.9% and high-end equipment manufacturing by 11.1% [4]. Industrial Strategy - Shanghai aims to enhance its industrial structure by focusing on advanced manufacturing, with a modern industrial system framework of "2+3+6+6" [5]. - The three leading industries identified are integrated circuits, biomedicine, and artificial intelligence, which are expected to drive industrial development during the 14th Five-Year Plan period [5]. AI Industry Developments - In a recent month, five AI companies in Shanghai went public, indicating a robust growth trajectory in the AI sector [5]. - Shanghai's local AI company, Xiyu Technology, became the fastest AI company globally to reach IPO status, highlighting the rapid development in this field [5]. Integrated Circuit Industry - Shanghai has established a comprehensive integrated circuit industry chain, excelling in chip design, manufacturing, and testing, with 35 listed companies on the Sci-Tech Innovation Board [7]. - The city is a leader in chip design and manufacturing, with advancements in packaging and high-end equipment materials supporting the growth of AI chip enterprises [7].

Economic Overview - In 2025, Shanghai's GDP reached 56,708.71 billion yuan, reflecting a year-on-year growth of 5.4% in real terms [1] - The industrial added value in Shanghai grew by 5.0% year-on-year, with the total industrial output value increasing by 4.6% [1] Manufacturing Sector Performance - The manufacturing output of key industries in Shanghai saw significant growth, with the railway, shipbuilding, aerospace, and other transportation equipment manufacturing increasing by 15.8% [1] - The electrical machinery and equipment manufacturing sector grew by 11.1%, while the automotive manufacturing sector saw a 7.8% increase [1] - The computer, communication, and other electronic equipment manufacturing industries experienced a growth of 7.7% [1] Investment Trends - Industrial investment in Shanghai rose by 20.0% year-on-year, outpacing the overall fixed asset investment growth by 15.4 percentage points [1] Strategic Emerging Industries - The output value of Shanghai's three leading industries in manufacturing grew by 9.6%, surpassing 2 trillion yuan [2] - The integrated circuit manufacturing sector saw a growth of 15.1%, while the artificial intelligence manufacturing sector grew by 13.6% [2] - The strategic emerging industries in Shanghai experienced a year-on-year growth of 6.5%, with the new energy sector growing by 12.9% and high-end equipment manufacturing increasing by 11.1% [2] Industrial Development Strategy - Shanghai aims to build a modern industrial system characterized by "2+3+6+6," focusing on advanced manufacturing as the backbone [3] - The strategy emphasizes enhancing international competitiveness and supporting technological innovation while maintaining a reasonable industrial structure [3] - The three leading industries identified for accelerated development are integrated circuits, biomedicine, and artificial intelligence [3] AI and Integrated Circuit Industry - Shanghai has established a comprehensive integrated circuit industry chain, fostering leading enterprises across various segments, including chip design and manufacturing [5] - The city is home to 35 listed companies in the Science and Technology Innovation Board, leading the nation in chip design and manufacturing [5] - Recent developments include the rapid IPO of AI companies, such as MiniMax, which became the fastest AI company to go public globally [3][5]

各位委员、同志们： 在全市上下深入贯彻党的二十届四中全会和习近平总书记对江苏工作重要讲话精神，推动"十五 五"开局起步的关键节点，政协南京市第十五届委员会第四次会议隆重开幕了，这是全市人民政治生活 中的一件大事。在此，我代表中共南京市委，向大会的召开表示热烈祝贺！向全体政协委员和与会同志 致以诚挚问候！ 刚刚过去的2025年，是"十四五"收官之年。面对严峻复杂的外部环境和艰巨繁重的改革发展稳定任 务，我们深入贯彻落实党的二十大和二十届历次全会精神，聚力打好"三大关键仗""三大攻坚仗"，顶压 前行、真抓实干，在高质量发展上迈出坚实步伐。这是经济发展向新向好、更显韧性的一年。坚决扛 起"经济大省挑大梁"的省会担当，全力拼经济、促发展，预计全年地区生产总值增长5.2%，比2024年 提高0.7个百分点，增速实现省内进位，主要经济指标创近年最佳。一般公共预算收入增长1.6%，税占 比达81.7%、比上年提高0.8个百分点。完成重大项目年度投资超1700亿元，工业投资增长12.1%，增 速跃居全省首位。全面落实"两重""两新"政策，获批现代商贸流通体系建设、国际化消费环境建设、消 费新业态新模式新场景等国家级试点。这是 ...

Core Viewpoint - Shanghai's GDP is projected to reach 56,708.71 billion yuan in 2025, with a year-on-year growth of 5.4%, surpassing the national average of 5% and ranking fifth globally among cities [2] Economic Growth and Resilience - Shanghai has demonstrated resilient growth amidst significant external uncertainties, marking a recovery after previous years of slower growth compared to the national average [2][3] - The city is positioned at a strategic juncture, balancing structural challenges and opportunities, laying a solid foundation for the "14th Five-Year Plan" [2] Key Economic Indicators - Industrial output from strategic emerging industries in Shanghai is expected to grow by 6.5% in 2025, with their share of total industrial output reaching 45%, up from 43.6% in 2024 [3][4] - The three leading industries in Shanghai are projected to see a 9.6% increase in output, surpassing 2 trillion yuan, with integrated circuit manufacturing growing by 15.1% and artificial intelligence manufacturing by 13.6% [4] Consumption, Investment, and Trade - Shanghai's total retail sales of consumer goods are expected to grow by 4.6% in 2025, outperforming the national growth rate of 3.7%, with significant growth in sectors like new energy vehicles and home appliances [5] - Fixed asset investment in Shanghai is projected to increase by 4.6%, exceeding the national decline of 3.8%, with industrial and infrastructure investments growing by 20% and 11.2%, respectively [5] - The total import and export volume is anticipated to reach 4.5 trillion yuan, growing by 5.6%, with exports increasing by 10.8%, particularly to ASEAN and Belt and Road countries [6] Structural Transformation and Industry Development - Shanghai is accelerating the construction of a modern industrial system, with a focus on advanced manufacturing and emerging sectors such as low-altitude economy and commercial aerospace [9][10] - The financial services sector in Shanghai is also seeing improvements, with the total trading volume in financial markets reaching 40.59 trillion yuan, a growth of 11.2% [10] Urban Development and Global Positioning - The "Five Centers" initiative is crucial for enhancing Shanghai's urban capabilities and competitiveness, with ongoing improvements in global rankings across various indices [7][11] - Shanghai's port trade volume is expected to exceed 11 trillion yuan, maintaining its position as a global leader, with container throughput reaching 55.063 million TEUs [10]

2026.01. 21 本文字数：3147，阅读时长大约5分钟 多个细分指标向上向好跃升 分析全年数据可以发现，2025年上海经济社会在稳中有进、进中向好中，呈现出了韧性增长、功能 提升、结构向新、需求向好、民生改善的基本态势。 上海市发改委相关负责人表示，韧性增长，主要是经济运行顶压前行，展现出较强韧性和活力；功能 提升，主要是"五个中心"建设联动融合，城市核心功能持续提升；结构向新，主要是二三产业协调发 展，新动能新产业加快成长；需求向好，主要是三大需求平稳向好，内需市场有力提振；民生改善， 主要是就业物价保持平稳，民心工程和民生实事取得实效。 上海经济的多个细分指标，在2025年实现了向上向好的跃升。 从工业总产值来看，2025年上海工业战略性新兴产业总产值增长6.5%，占规上工业总产值比重达到 45%。而在2024年，这一占比为43.6%，2025年前三季度增至44.1%。 上海社科院经济所所长沈开艳曾对第一财经记者表示，这是一个非常重要的数据，因为上海的工业战 略性新兴产业总产值，在逐渐接近工业总产值的半壁江山，表明上海的三大先导产业、战略性新兴产 业真正在起到压舱石和增长极的作用。 作者 | 第一 ...