"南通川崎426"轮船长366.99米，型宽51米，载重吨达16万吨，最大载箱量16148标准箱，是目前可通航 巴拿马运河新闸的最大级别集装箱船之一。该船型融合了多项前沿节能技术，单箱能耗指标达到国际领 先水平，是我国船舶工业迈向高端化、绿色化的重要成果。 据悉，自2024年12月首艘同系列船舶试航以来，相关部门已累计保障5艘16000TEU集装箱船顺利出江。 接下来，将继续优化海事监管与服务机制，为推动船舶绿色智能转型、强化科技自立自强支撑，助力南 通打造更具竞争力的世界级船舶海工产业集群贡献海事力量。 11月20日，在海事、引航等相关部门的保障下，由南通中远海运川崎完全自主研发设计的16000TEU超 大型集装箱船"南通川崎426"轮顺利驶离长江江苏段开展试航。该轮是该系列5艘同型船中的最后一艘， 标志着此批具备国际领先水平的高效能集装箱船建造任务圆满收官。 ...

Core Viewpoint - Understanding the "14th Five-Year Plan" is essential for identifying future investment opportunities and risks in the Chinese economy [1][3]. Group 1: Policy Direction - The "14th Five-Year Plan" emphasizes transformation, aiming for China to shift from a "follower" to a "leader" in high-quality development, with a focus on technological self-reliance and innovation [3]. - Key sectors highlighted include new energy, new materials, low-altitude economy, quantum technology, and brain-computer interfaces, indicating a shift towards innovation and green growth [3]. Group 2: Investment Strategies - Long-term investors are advised to focus on three main areas: hard technology (integrated circuits, artificial intelligence, aerospace), green transformation (new energy, environmental protection), and upgrading traditional industries (steel, machinery) that align with technological advancements and green standards [4]. - The emphasis is on selecting companies with genuine technology and performance, rather than chasing short-term market trends [4]. Group 3: Economic Focus - The shift in focus from GDP to national income signifies a commitment to increasing citizens' earnings and consumption, which will benefit sectors related to quality consumption, healthcare, and the digital economy [3].

Core Viewpoint - Multiple brokerages are optimistic about China's economy in 2026, expecting it to maintain resilience and enter a phase of high-quality development, with the A-share market continuing its upward trend, although some predict a slowdown in growth [1][3][5]. Economic Outlook - The first three quarters of 2023 showed steady progress in China's economy, with expectations that 2026 will mark the beginning of a new high-quality development phase [3]. - Macro policies are anticipated to shift from extraordinary counter-cyclical adjustments to a more normalized approach, focusing on technological self-reliance and the cultivation of new productive forces [3]. - External demand is expected to remain resilient, while internal demand will rely on fiscal efforts to boost investment in human capital and consumer supply [3]. A-share Market Trends - Since 2025, the A-share market has been on a volatile upward trajectory, with significant attention on whether this trend will continue into 2026 [5]. - Some institutions believe that the A-share market may reach a peak in spring 2026, with potential triggers for a comprehensive market rally [5]. - The market is expected to experience a critical verification period in 2026, with indices likely to remain volatile but on an upward trend [6]. Sector Focus - The technology, cyclical, and manufacturing sectors are highlighted as key areas of focus for 2026 [8]. - Specific recommendations include monitoring recovery trades in basic chemicals and industrial metals, as well as trends in AI, humanoid robots, energy storage, photovoltaics, pharmaceuticals, and military industries [8]. - Resource products may emerge as a new mainline direction following technology, driven by global monetary easing and domestic inventory cycles [9]. Investment Sentiment - The A-share market's current rally is significantly supported by retail investors, with a notable influx of high-risk preference funds [6]. - The upcoming five-year planning period is expected to yield positive market performance, aligning with policy directions [6].

Group 1 - The article emphasizes the importance of popularizing scientific knowledge and promoting the spirit of science to enhance the overall scientific and cultural quality of the population, contributing to the goal of achieving high-level technological self-reliance and strength [1] - A collaborative initiative between the China Association for Science and Technology and People's Daily has been launched, titled "Witnessing the Road of Science and Technology," focusing on national technology strategies, significant scientific awards, and critical core technologies [1] - The initiative aims to conduct in-depth interviews and research at the grassroots level, producing a series of engaging science popularization works to promote the spirit of scientists and gather substantial support for building a strong technological nation [1] Group 2 - The article describes the advancements in the Shandong Port Qingdao Port Front Bay Area, highlighting the busy operations of large vessels and the automation technologies in use, such as automated bridge cranes and guided vehicles [3] - The port's increasing intelligence is attributed to technological innovations and breakthroughs, showcasing the efficiency of container handling and stacking processes [3]

编者按 在"双碳"目标的推动下，风电、光伏等新能源装机容量迅猛增长。然而这些清洁能源"靠天吃饭"的特 性，让电流具有间歇性和波动性，当电流被大规模接入电网时，就像一股股不受控的"急流"冲击着平稳 运行的"河道"，给电网的稳定与消纳带来严峻挑战。不稳定的绿电如何稳定并网？这个难题成为推动能 源结构绿色转型的一大阻碍。在青海格尔木的戈壁上，全球首个50MW/100MWh智能组串式构网型储能 电站，正以突破性技术，将波动的绿电"捋顺"，锻造成可以支撑电网的坚实力量。 千万IP创科普，共筑科技强国梦。为普及科学知识，弘扬科学精神，提高全民科学文化素质，助力实现 高水平科技自立自强，中国科协科普部与人民网联合策划推出"见证科技之路"主题报道，聚焦国家科技 战略政策、重要科技奖项、"卡脖子"关键核心技术等，深入基层一线开展采访调研，推出一批生动鲜活 的科普精品，大力弘扬科学家精神，为建设科技强国汇聚磅礴力量。 0:00 ...

Core Viewpoint - The article discusses the optimistic outlook for China's economy and A-share market in 2026, highlighting the potential for high-quality development and the importance of sectors such as technology, cyclical industries, and manufacturing [3][5][11]. Economic Outlook - Multiple institutions predict that China's economy will maintain resilience and enter a new phase of high-quality development in 2026, marking the beginning of the "15th Five-Year Plan" [5]. - Macro policies are expected to shift from extraordinary counter-cyclical adjustments to a more normalized approach, focusing on technological self-reliance and the cultivation of new productive forces [5]. - External demand is anticipated to remain robust, while internal demand will rely on fiscal efforts to stimulate investment in human capital and consumer supply [5]. A-share Market Trends - The A-share market has been on a rising trend since 2025, with active trading observed. There are differing opinions on whether this upward trend will continue in 2026, with some institutions expecting a comprehensive market rally while others foresee a slowdown in growth [7][8]. - By mid-2026, it is expected that the "policy bottom, market bottom, and economic bottom" will successively appear, potentially triggering a comprehensive market rally [8]. - The overall sentiment is that the A-share market's upward momentum is far from over, with expectations that it may challenge levels not seen in the past decade [8]. Sector Focus - Key sectors to watch in 2026 include technology, cyclical industries, and manufacturing, with specific attention to areas such as AI, robotics, energy storage, photovoltaics, pharmaceuticals, and military industries [11]. - Institutions suggest that resource products may emerge as a new mainline direction following technology, driven by global monetary easing, supply-demand gaps, and domestic inventory replenishment [11]. - The TMT (Technology, Media, and Telecommunications) and advanced manufacturing sectors are expected to remain central to market dynamics, with potential for significant growth [11]. Capital Flow Insights - Residents are identified as the most significant source of funds in the A-share market, with current trends resembling those seen in 2015. High-risk preference funds have entered the market rapidly, while medium-risk preference funds may represent the next incremental growth phase [9].

申万宏源表示，"十五五"时期或将是全面深化改革的攻坚突破期，2026年或将是改革全面加速的开始。 伴随持续深化的扩内需政策，名义GDP修复将带动企业盈利改善；消费需求中服务需求弹性更大，投资 增速更容易呈现"前低后高"。 对于2026年人民币表现，东吴证券表示，受益于坚实的商品出口基本盘、外资回流人民币金融资产，以 及美元中长期走弱初显，人民币或将进入新一轮升值周期。 近期，券商密集召开2026年策略会，包括申万宏源、中信建投、中信证券、东吴证券、光大证券、浙商 证券、华泰证券、国泰海通。 在多家机构看来，2026年中国经济有望继续保持韧性，进入高质量发展阶段；A股市场继续保持向上态 势，不过有观点认为将迎来全面行情，有观点认为涨幅将放缓。科技、周期、制造业是多家机构建议重 点关注的领域。 聚焦科技自立自强与新质生产力培育 今年前三季度，中国经济保持稳中有进的发展态势。多家机构预计，2026年是"十五五"开局之年，中国 经济有望进入高质量发展的新阶段。 浙商证券表示，2026年是"十五五"开局之年，中国经济有望呈现"开门红"态势。宏观政策将从超常规逆 周期调节逐步回归常态，结构上更聚焦科技自立自强与新质生产力 ...

政策红利已逐步渗透到产业层面，集成电路、基础软件、AI等重点领域获得多重政策支持，港股科技 企业直接受益。 腾讯控股在港交所公告，公司于2025年11月19日，通过集中竞价交易回购101.8万股，回购金额6.36亿港 元，最低成交价为619.5港元，最高成交价为630.5港元；近30日累计回购203.1万股，累计回购金额12.71 亿港元。 近期港股市场波动，长期布局机遇显现。 政策层面的强力支持，为港股科技板块的长期发展奠定坚实基础。四中全会将科技创新提升至战略高 度，明确强调"科技自立自强水平大幅提高"，十五五规划中"科技""产业"等关键词出现频次显著增加， 提出将采取超常规措施推动核心技术攻关。 （文章来源：每日经济新闻） 在相关政策催化下，AI医疗、自动驾驶、工业软件等细分赛道加速崛起，港股科技企业研发投入持续 高增，成分股研发投入同比增长超30%。政策与产业的深度共振，让港股科技板块的成长逻辑更具持续 性。 ...

价值ETF（510030）及其联接基金（联接A：240016，联接C：022826）被动跟踪180价值指数，该指数 前十大权重股分别为中国平安、招商银行、兴业银行、中信证券、工商银行、农业银行、国泰海通、交 通银行、江苏银行、浦发银行。 数据来源于沪深交易所、公开资料等。 风险提示：以上产品由基金管理人发行与管理，代销机构不承担产品的投资、兑付和风险管理责任。投 资人应当认真阅读《基金合同》、《招募说明书》、《基金产品资料概要》等基金法律文件，了解基金 的风险收益特征，选择与自身风险承受能力相适应的产品。基金过往业绩并不预示其未来表现，基金投 资须谨慎！销售机构（包括基金管理人直销机构和其他销售机构）根据相关法律法规对本基金进行风险 评价，投资者应及时关注基金管理人出具的适当性意见，各销售机构关于适当性的意见不必然一致，且 基金销售机构所出具的基金产品风险等级评价结果不得低于基金管理人作出的风险等级评价结果。基金 合同中关于基金风险收益特征与基金风险等级因考虑因素不同而存在差异。投资者应了解基金的风险收 益情况，结合自身投资目的、期限、投资经验及风险承受能力谨慎选择基金产品并自行承担风险。中国 证监会对上述基 ...

"十四五"期间，自然资源科技创新成果丰硕。体制机制持续完善，自然资源部成为中央科技委成员 单位，组建科学技术委员会和咨询委员会，统筹科技发展能力显著增强。重大科技任务扎实推进，"深 地"科技专项、国家重点研发计划等深入实施，推动资源调查、开发利用、空间治理等全链条技术攻关 取得突破。"梦想"号大洋钻探船建成入列、首口超万米科探井完钻、秦岭站矗立南极，标志着我国在深 海、深地、极地等战略制高点迈出坚实步伐。高纯石英矿实现国内供给、"妈祖"海洋预报模式打破国外 垄断、北斗导航"一张网"提供厘米级定位，关键核心技术自主可控能力稳步提升。创新平台、人才队伍 和政策环境不断优化，为科技创新注入持续动能。 要推进教育、科技、人才一体发展。实施自然资源、地质、蓝色海洋等专项人才培养工程，健全人 才引进、评价、激励机制，探索"一人一策"支持方式，加快培养战略科技人才、科技领军人才和创新团 队，夯实科技创新的人才根基。 要强化数智赋能，建设智慧自然资源。面向"数字中国"和"人工智能+"行动，构建"天空地海网"一 体化感知网络和智能化测绘体系，打造自主可控的"大网络+大数据+大模型+大算力"技术支撑体系，建 成中国版全息数字地球 ...