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中美贸易降温!美联储降息,国内经济在转型,普通人抓这2条线
Sou Hu Cai Jing· 2025-12-25 16:21
说句实在话,2026 年的全球经济总算告别了前些年的雾里看花,慢慢变得清晰起来。 国际上剑拔弩张的气氛有所缓和,国内经济正卯足劲搞转型,科技领域更是频频传出突破的好消息,整 体就是 "机会不少。 但不确定因素也没断" 的状态,不管是普通人过日子还是做投资,都值得静下心来好好琢磨。 现在不管是网上购物的智能客服,还是马路上越来越多的自动驾驶测试车,AI 技术已经悄悄融入了我 们的日常生活。这种技术应用不仅方便了大家,还催生了很多新产业、新岗位,为经济增长注入了新动 力。 全球大环境:关系缓和 + 钱变宽松,避险资产成香饽饽 最明显的变化就是中美这两个大国的关系不那么紧张了。自从 2024 年 11 月两国元首通了电话之后,双 方高层见面、沟通的次数明显多了,尤其是在贸易方面,互相商量、合作的氛围越来越浓。这可不是小 事,对企业来说,之前一直悬着的关税上涨风险降低了,做生意不用再整天担心突然加税,市场的稳定 感一下子提上来了。 另一个影响全球经济的关键动作,就是美联储的降息。根据 2025 年 12 月美联储的会议公告,全年已经 累计降息 100 个基点,现在的基准利率维持在 3.5%-3.75% 之间。市场上大 ...
科创中心扩围意义深远
Jing Ji Ri Bao· 2025-12-20 22:09
从发展基础看,经过多年建设,三大区域已奠定坚实创新根基。《2025年全球创新指数》报告显示,深 圳—香港—广州、北京、上海—苏州分别位居全球百强创新集群榜单的第1位、第4位、第6位。三大国 际科创中心均进入全球创新集群十强,粤港澳大湾区更是首次问鼎榜首,充分说明了我国三大创新高地 的建设成效。 从现实需求看,核心城市"虹吸效应"亟待转化为区域"辐射动能"。北京的研发优势需与天津的先进制 造、河北的空间成本优势互补,上海的科创资源需与苏浙皖的产业集群深度联动,才能打通从基础研究 到产业落地的完整链条。 2025年中央经济工作会议明确提出建设北京(京津冀)、上海(长三角)、粤港澳大湾区国际科技创新 中心。这是首次将北京、上海国际科创中心的范围拓展至京津冀和长三角,引发广泛关注。 科创中心扩围是顺应创新规律、破解发展瓶颈的必然选择。 从全球格局看,当前科技竞争日趋激烈,需要调动的资源也越来越庞大。人工智能、量子信息、集成电 路等前沿领域创新链条长、投入大、风险高,单一城市的资源边界、产业承载力已难以支撑全链条创新 生态构建,唯有依托城市群协同才能形成竞争合力。 国际科创中心的扩围,不仅是地理空间的延伸,更是我国科技 ...
紧扣关键领域推动湾区标准建设
Jing Ji Ri Bao· 2025-12-20 22:09
Core Viewpoint - The article emphasizes the importance of establishing a robust standard system in the Guangdong-Hong Kong-Macao Greater Bay Area to support high-quality development and enhance global competitiveness through regional collaboration and international standardization efforts [1][4]. Group 1: Standard System Development - The Greater Bay Area has jointly announced 262 "Bay Area Standards" covering 36 fields, including transportation, water conservancy, traditional Chinese medicine, green ecology, and elderly care, creating a positive ecosystem driven by government guidance, market leadership, and collaboration among the three regions [1]. - A focus on emerging industries and future sectors is essential to build a forward-looking standard system that guides industrial upgrades and provides regulatory support, particularly in artificial intelligence and digital economy sectors [2][3]. Group 2: Internationalization and Regional Collaboration - The article discusses the need for a dual empowerment mechanism of "standard internationalization + regional collaboration" to enhance global rule-making power, advocating for the integration of Bay Area standards with international standards [4][5]. - Strengthening regional collaboration and establishing a multi-level international cooperation network is crucial, including standard mutual recognition mechanisms with countries along the Belt and Road Initiative [5]. Group 3: Implementation and Governance - A "technology empowerment + governance innovation" framework is proposed to ensure effective implementation of standards, utilizing advanced technologies like big data and artificial intelligence for real-time monitoring and evaluation [6][7]. - The establishment of incentive mechanisms for enterprises adopting Bay Area standards is recommended, including tax benefits and funding support, to encourage compliance and participation in standard formulation [7].
国盾量子董事长吕品逝世 公司董事会推举应勇代行董事长职责
Zheng Quan Shi Bao Wang· 2025-12-19 13:08
12月19日晚间,国盾量子(688027)发布公告,因公司董事长、法定代表人吕品离世,全体董事共同推举 董事应勇暂代履行董事长、法定代表人、战略与投资委员会主任委员、薪酬与考核委员会委员职责,直 至完成董事补选及选举出新的董事长、相关专业委员会委员为止。 除前述事项外,国盾量子还在12月19日召开的董事会上审议通过两项日常关联交易。 具体来说,公司拟与参股企业曲泉(武汉)科技有限公司签订一份采购服务合同,委托其研究开发"国盾 量子EDA软件"并提供相关技术服务,预计金额为870万元;全资子公司上海国盾量子信息技术有限公司 拟与中国科学院控股有限公司下属企业客户C签订一份销售商品合同,向其销售一套稀释制冷机,预计 金额为428万元。 履历显示,在出任国盾量子董事长前,吕品的任职经历主要集中于中国电信(601728)集团有限公司及 其下属公司:历任中国电信集团有限公司市场部副总经理,中国电信股份有限公司市场部副总经理,中 国电信股份有限公司安徽分公司副总经理、党委委员,中国电信集团有限公司安徽分公司副总经理;现 任中电信量子信息科技集团有限公司(以下简称"中电信量子集团")董事长、党委书记,中电信量子科技 有限公 ...
突发,一上市公司董事长意外去世!警方深夜通报
Sou Hu Cai Jing· 2025-12-19 10:05
18日晚10时,合肥市公安局高新技术开发区分局发布警情通报:2025年12月18日13时许,我局接报警称,吕某(男,46岁)在望江西路与孔雀台路交口某 公司一办公室内失去意识。接警后,民警立即到场处置。经120现场确认,吕某已无生命体征。经公安机关勘查调查,已排除案件。 截至12月18日收盘,国盾量子股价报494元/股,年内涨超65%,总市值508.13亿元。 来源:综合自中国经营报、智通财经、每日经济新闻、国盾量子官网等 本文仅供信息分享,不构成对任何人的任何投资建议。 据悉,吕品生于1979年7月,历任中国电信集团有限公司市场部副总经理,中国电信股份有限公司市场部副总经理,中国电信股份有限公司安徽分公司副 总经理、党委委员,中国电信集团有限公司安徽分公司副总经理;现任中电信量子信息科技集团有限公司董事长、党委书记,中电信量子科技有限公司董 事长。 吕品于2025年5月30日就任国盾量子董事长。 另据公司官网介绍,国盾量子公司主要从事量子通信、量子计算、量子精密测量产品的研发、生产、销售并提供相关技术服务,是中国量子信息产业化的 开拓者、实践者和引领者。公司由中国电信全资子公司中电信量子集团控股,于2020 ...
国盾量子董事长吕品去世,警方通报:已排除案件
Guan Cha Zhe Wang· 2025-12-18 15:04
截至本公告披露日,吕品先生不持有公司股票,亦不存在应当履行而未履行的股份锁定承诺。 吕品先生的逝世不会导致公司董事会成员人数低于法定人数,不会影响公司董事会的正常运作。公司经营管理团队正常履职,公司将根据有关法律法规和 《公司章程》的规定,尽快完成董事补选及董事长选举的相关工作,并及时履行信息披露义务。 18日,国盾量子发布公告称,公司董事长吕品先生不幸逝世。 吕品先生于2025年5月起担任公司董事长,并担任战略与投资委员会主任委员、薪酬与考核委员会委员。公司及公司董事会对吕品先生的逝世表示沉痛哀悼 并向其家属表达深切慰问。 18日早些时候,合肥市公安局高新技术开发区分局发布警情通报: 2025年12月18日13时许,我局接报警称,吕某(男,46岁)在望江西路与孔雀台路交叉口某公司一办公室内失去意识。接警后,民警立即到场处置。经120 现场确认,吕某已无生命体征。经公安机关勘查调查,已排除案件。 警方提示:请广大网民不造谣、不传谣、不信谣,共同营造清朗网络空间。 新黄河大鱼财经从数个权威信源处获悉,上述通报中提到的吕某即为国盾量子董事长吕品。该媒体多次联系国盾量子公司董秘,截至发稿无回应。 Wind显示,吕品 ...
清华五道口陆毅:构建内需主导经济发展模式,是“十五五”时期的战略抉择
Sou Hu Cai Jing· 2025-12-18 10:01
【大河财立方 记者 夏晨翔 文 马腾飞 洪昊旸 摄影】12月18日,"澎湃金融动能 赋能现代产业"清华五道口金融PLUS产业峰会在郑州举办。 生产侧方面,他表示,"十五五"规划建议将现代产业体系建设置于重点任务首位,强调坚持实体经济导向,推进产业基础高级化、产业链现代化,加快建设 制造强国、质量强国、网络强国、数字中国。 会上,全球顶尖科学家、清华大学五道口金融学院讲席教授陆毅以《经济增长模式与"十五五"建议》为题进行主题演讲,从宏观角度勾勒了未来发展的政策 脉络与金融布局。 在科技创新领域,需强化国家战略科技力量,打好关键核心技术攻坚战,瞄准人工智能、量子信息、集成电路等前沿领域实施重大科技项目,同时强化企业 创新主体地位,促进产学研深度融合,培育壮大战略性新兴产业和未来产业,推动新质生产力加速崛起。 "我国经济已由高速增长阶段转向高质量发展阶段,正经历深刻的发展方式转变。2002年之前为探索确立期,奠定市场经济体制基础;2002年至2010年为外 需引领的投资驱动型发展,加入WTO后形成'外需带动生产投资'格局,城市化与基础设施建设快速推进,但也埋下了'供需错配'的隐患;2010年以来则转向 消费引领的发 ...
《中国对外开放报告2025》发布会暨学术研讨会圆满召开
Sou Hu Cai Jing· 2025-12-17 07:45
Core Insights - The report highlights a significant transformation in China's foreign openness, shifting from market-driven to rule-driven approaches, emphasizing the establishment of a new open economic system centered on institutional openness [6] Group 1: Trade Developments - China's total goods trade is projected to reach 43.8 trillion yuan in 2024, accounting for approximately 12.5% of global trade, showcasing resilience despite global economic challenges [7] - The trade structure is continuously optimizing, with an increasing proportion of high-tech and high-value-added product exports [7] - China is enhancing its trade system's resilience through various measures, including deepening regional economic cooperation and promoting green and low-carbon trade transitions [7] Group 2: Service Trade - China has become a global leader in service trade but faces internal and external pressures, including geopolitical factors and regulatory barriers [8] - The report identifies service trade as a key area for future breakthroughs in China's openness, necessitating institutional innovations to align with international standards [8] Group 3: Financial Opening - China is cautiously advancing financial sector openness, capital account liberalization, and the internationalization of the yuan, achieving notable progress [9] - The yuan has become the world's third-largest payment currency and the second-largest trade financing currency, with its functions steadily enhancing [9] - Challenges include balancing efficiency and security amid rising financial protectionism and uncertainties in the international monetary system [9] Group 4: International Technology Cooperation - The global technology cooperation landscape is facing fragmentation and politicization, prompting China to restructure its international technology cooperation framework [10] - There is a shift from a single global innovation network to a focus on regional collaboration and self-sufficiency in key areas [10] Group 5: Foreign Investment - China's foreign investment structure is evolving, characterized by regionalization, greening, and high-end features [11] - The report introduces the "China Foreign Investment Uncertainty Index (IPU)," indicating multifaceted risks in foreign investments, particularly in strategic sectors like AI and biotechnology [11] Group 6: Future Outlook - The report concludes that China is undergoing a profound historical transformation in its foreign openness, aiming to establish a new cooperation framework centered on institutional openness [12] - Key strategies include aligning with international trade rules, enhancing resource allocation capabilities, and strengthening risk prevention systems [12]
新材料投资:4万字盘点各省市未来产业方向及投资机会
材料汇· 2025-12-16 16:05
点击 最 下方 "在看"和" "并分享,"关注"材料汇 添加 小编微信 ,遇见 志同道合 的你 写在前面 (文末有惊喜) 一直在路上,所以停下脚步,只在于分享 包括: 新 材料/ 半导体 / 新能源/光伏/显示材料 等 正文 未来产业由前沿技术驱动,当前处于孕育萌发阶段或产业化初期,是具有显著战略性、引领性、颠覆性和不确定 性的前瞻性新兴产业。大力发展未来产业,是引领科技进步、带动产业升级、培育新质生产力的战略选择。 | | | | 中国各地区的未来产业全景图 | | | | | --- | --- | --- | --- | --- | --- | --- | | 地区 | 未来制造 | 未来信息 | 未来材料 | 未来能源 | 未来空间 | 未来健康 | | 工信部 | 智能制造 循环制造 模拟仿真 案件制造 工业元宇宙 | 量子信息; 类脑智能 群体智能 | 高性能碳纤维、先 超导材料等前沿新 材料 | 氢能 迎 薄膜太阳能电池 | 载人航天 探月探火 临空无人系统 深海作业装备 城市地下空间开发 | 合成生物 脑机交互 高端医疗装备 | | | 生物制造 | | | | | | | | | | | | ...
工信部出台产业技术基础公共服务平台管理办法
仪器信息网· 2025-12-15 09:07
Core Viewpoint - The article discusses the release of the "Management Measures for Industrial Technology Basic Public Service Platforms" by the Ministry of Industry and Information Technology, emphasizing the importance of these platforms in supporting industrial development and technological innovation [3][8]. Summary by Sections General Principles - The purpose of the measures is to implement the manufacturing power strategy, enhance the industrial support system, and cultivate authoritative and foundational public service platforms for industrial technology [10]. - The service platforms are defined as specialized institutions that provide essential support services across the entire chain of technological innovation activities, from research and development to industrialization [10]. Application - Applicants for service platforms must clearly define their service industry and scope, focusing on key sectors such as equipment, petrochemicals, steel, non-ferrous metals, construction materials, light industry, textiles, food, pharmaceuticals, new information technology, biotechnology, new energy, new materials, and more [13][14]. Basic Requirements - Applicants must have independent legal status and engage primarily in industrial technology basic services, with at least 60% of their business related to this area [14]. - They should have a strong reputation in the industry, a well-established operational mechanism, and a minimum of one year of relevant service experience [14]. - The platforms must also possess high-level professional talent, necessary infrastructure, and technical capabilities, including having equipment valued at no less than 10 million yuan or annual service revenue exceeding 10 million yuan [14]. Review and Publication - The Ministry of Industry and Information Technology will conduct annual reviews of the service platforms, with evaluations based on submitted annual reports and performance assessments [24]. - A third-party organization or expert group will be responsible for reviewing applications and conducting on-site evaluations if necessary [18]. Operation - Service platforms are required to strengthen their institutional norms, adhere to principles of fairness and integrity, and accept government guidance and social supervision [21]. - They must also enhance their operational capabilities, improve service quality, and adapt to industry trends and technological developments [22]. Dynamic Management - The Ministry will implement dynamic management of the service platforms, conducting annual evaluations and comprehensive reviews every three years [24]. - Platforms that fail to meet performance standards or engage in fraudulent activities may be removed from the official list and barred from reapplication for three years [25].