（作者单位：五师双河市党委党校经济与管理教研室） 加快产业升级。乡村要振兴，产业必先行。要立足自身实际，探索产业升级发展新路径，努力实现产业 可持续发展。一要发展特色产业。结合区位和资源优势，发展"半城郊型""资源依托型"经济，让土地、 劳动力、资产、自然风光等要素"活"起来，让资源变资产，资金变股金，职工变股东，带动职工群众增 收。二要拓展社会化服务。依托职工技术优势，组建服务公司为周边地区提供代种、托管、农机作业等 服务。三要推动产业融合发展。因地制宜发展民宿、农耕体验等农旅融合项目，整合红色与历史文化资 源，打造旅游精品线路。大力提升农产品精深加工水平，补齐短板，延伸产业链、提升附加值，增强市 场竞争力。 强化人才支撑。人才是第一资源，要完善人才"选育培用"全链条机制。一要精准选拔带头人。加强连队 人才队伍建设，重点提升连队"两委"和经济带头人的专业能力，选拔政治素质高、懂经营、善管理的优 秀党员充实基层干部队伍。二要做好本土人才培育。定期开展市场化运营、品牌建设、产业技术等培 训，通过"传帮带"提升"两委"发展经济的能力。三要引进外部专业力量。深化与科研院校的合作，建立 柔性引才机制，引进专业人才和团 ...

Group 1 - Chengdu's 2025 economic report shows that 995 key projects completed investments of 380.98 billion yuan, exceeding the annual plan by 12.6 percentage points, leading to a 2.2% year-on-year growth in fixed asset investment, outperforming national and provincial averages by 4.6 percentage points, ranking first among sub-provincial cities [2] - The city government has initiated a "project promotion and investment" action plan, establishing a joint working mechanism to ensure efficient project execution, with 1,031 new projects planned to start with investments over 50 million yuan [3] - Industrial investment increased by 19.7% year-on-year, significantly higher than the overall investment growth, while public service investment rose by 20.9%, and private investment grew by 9.6%, indicating a robust investment structure [3] Group 2 - Key regional investments have seen rapid growth, with Chengdu High-tech Zone achieving a 12.5% increase in investment, demonstrating effective project implementation and service optimization [4] - Major industrial projects, such as BOE's 8.6-generation AMOLED production line with a total investment of 63 billion yuan, are driving the city's industrial growth and positioning it as a leader in the OLED industry [5] - The construction of significant public service projects, including educational and healthcare facilities, is enhancing the quality of life for residents and addressing urgent community needs [8] Group 3 - Infrastructure investments are being accelerated, with ongoing projects like the Chengdu-Deyang and Chengdu-Meishan railways, and the expansion of the urban rail transit network, which is set to exceed 750 kilometers [9] - The city is focusing on strategic project planning to support the "14th Five-Year Plan," ensuring a robust pipeline of projects in advanced manufacturing, public welfare, and new infrastructure [10] - These projects aim to address current deficiencies while also aligning with long-term national strategic initiatives, ensuring sustainable urban development [10]

Market Overview - On January 23, the A-share market experienced a broad-based rally, with all three major indices closing higher: Shanghai Composite Index up 0.33% at 4136.16 points, Shenzhen Component Index up 0.79% at 14439.66 points, and ChiNext Index up 0.63% at 3349.50 points. The North Star 50 index surged over 3% [1] - Market trading volume significantly increased, with the total turnover of Shanghai and Shenzhen stock exchanges reaching 3.09 trillion yuan, an increase of nearly 400 billion yuan compared to the previous trading day, marking a new high for the phase [1] - Strong sectors included photovoltaic equipment, commercial aerospace, and AI applications, with the photovoltaic sector rising over 9% in a single day, and more than 30 stocks hitting the daily limit [1] - Over 3900 stocks rose, with 121 hitting the daily limit and only 2 declining, indicating a clear improvement in market sentiment [1] Main Capital Trends - Major funds exhibited a "new over old" characteristic, with net inflows into the photovoltaic equipment sector amounting to 8.842 billion yuan, and energy metals and optical electronics receiving 2.963 billion yuan and 2.743 billion yuan respectively. Conversely, the semiconductor and communication equipment sectors saw net outflows of 8.844 billion yuan and 6.349 billion yuan [2] - Northbound funds recorded a net purchase of over 5 billion yuan, focusing on resource stocks like Zijin Mining and Shandong Gold, as well as consumer sectors [2] - Margin financing balances increased to 2.72 trillion yuan, indicating a return of high-risk preference funds [2] Investment Opportunities from First Limit-Up Stocks - Jiangsu Cable (600959): A leading regional media company with significant undervaluation, benefiting from the integration and upgrade of broadcasting networks. The stock hit the daily limit on January 23, closing at 4.07 yuan, with a five-day increase of 6.82% [3] - Chengzhi Co., Ltd. (000990): A chemical new materials company with low valuation and industry upgrade catalysts. The stock also hit the daily limit on January 23, closing at 9.21 yuan, with a five-day increase of 14.13% [4] - Suotong Development (603612): A leader in carbon materials benefiting from the recovery in the electrolytic aluminum industry. The stock hit the daily limit on January 23, closing at 29.15 yuan, with a five-day increase of 12.68% [5] Risks from Continuous Limit-Up Stocks - Yujing Co., Ltd. (002943): A precision CNC equipment company experiencing a second consecutive limit-up, but with significant valuation bubble concerns. The stock closed at 66.31 yuan on January 23, with a five-day increase of 22.34% [6] - Junda Co., Ltd. (002865): A photovoltaic cell company facing high valuation premiums after a second consecutive limit-up. The stock closed at 99.44 yuan on January 23, with a five-day increase of 20.36% [7] - Jin'an Guoji (002636): A copper-clad laminate company with a second consecutive limit-up, but with concerns over overextended market sentiment. The stock closed at 25.63 yuan on January 23, with a five-day increase of 42.07% [8] Market Summary and Investment Recommendations - The A-share market saw a broad rally on January 23, with significant increases across major indices and a notable rise in trading volume. Key sectors included photovoltaic, commercial aerospace, and AI applications, while financials and energy sectors faced pullbacks [10] - In stock selection, valuation deviation is a core consideration, with Jiangsu Cable, Chengzhi Co., Ltd., and Suotong Development showing significant undervaluation and potential for valuation recovery [10] - Conversely, stocks like Yujing Co., Ltd., Junda Co., Ltd., and Jin'an Guoji are experiencing high valuation premiums and should be approached with caution [10]

Core Insights - The industrial value added by the top ten provinces, including Guangdong, Jiangsu, Shandong, and Zhejiang, accounts for over 60% of the national total, positioning them as the economic "ballast" of China [1] - The future development paths of these provinces will define the new battlefield for Chinese manufacturing and provide key directions for industrial product marketing [1] Group 1: Transition from Scale to Quality - The core planning of each province is shifting from scale expansion to quality enhancement, with Guangdong focusing on empowering pillar industries through technologies like "AI + robotics" and planning for future industries such as quantum technology and biomanufacturing [3] - Jiangsu aims to advance its "Digital Jiangsu" initiative, having ranked first in the national integration development index for ten consecutive years, with a focus on integrating research and product development through "AI+" actions [3] - Shandong has set specific goals for coastal steel production capacity, aiming to transform its "volume advantage" into "quality superiority," indicating that industrial product marketing must align with the real demands of industrial chain upgrades and technological transformations [3] Group 2: Regional Collaborative Development - Regional collaboration is highlighted, with Anhui viewing the 14th Five-Year Plan as a critical period for catching up, leveraging shared technological innovation resources and industrial chain division within the Yangtze River Delta [3] - Hubei aims to accelerate its development as a strategic support point for the rise of the central region, while Guangdong is committed to collaborating with Hong Kong and Macau to make the Guangdong-Hong Kong-Macau Greater Bay Area a powerful engine for broader regional influence [3] - This collaboration breaks regional boundaries, requiring industrial product marketing to have a broader vision and find positioning within cross-regional industrial ecosystems [3] Group 3: Global Competitive Landscape - Top industrial clusters are targeting the global stage, with Hunan's engineering machinery cluster being cultivated as a world-class example, transitioning from "national" to "world-class" through collaboration among Changsha, Zhuzhou, and Xiangtan [4] - Jiangsu has established a strategic framework of "one center, one base, one hub" (industrial technology innovation center, advanced manufacturing base, and bidirectional open hub) to become a crucial site for new productive forces and global resource allocation [4] - This indicates that the competitive coordinates for industrial product marketing are now global, necessitating companies to consider how their products and technologies can integrate into and even lead the global industrial chain's value creation [4] Group 4: Platforms for Industrial Product Innovation - In this context, platforms aimed at promoting efficient connections for industrial products and showcasing innovative value are becoming increasingly important, such as the "Vision Factory - National Industrial Product Live Streaming Base," which aims to create a centralized selection space for global industrial products [5] - This platform provides a year-round display space for innovative products, with policies supporting innovation by allowing companies to apply for free entry into the offline exhibition area if their products possess core creativity and competitiveness [5] - The base is equipped with over a hundred professional hosts familiar with the industrial field, offering free live explanations, short video production, and multi-channel content promotion, with costs incurred only upon actual sales through the platform [5]

Core Insights - The latest economic performance report for 21 provinces in China reveals a steady growth trajectory, with a collective GDP growth rate of approximately 4.5%, slightly higher than the previous year, indicating resilience in the Chinese economy [12]. Group 1: Leading Provinces - Shandong Province leads with a GDP of 103.197 trillion yuan, an increase of 479 billion yuan, reflecting a growth rate of 4.87%. This growth is attributed to its strong industrial foundation and the rise of emerging manufacturing sectors [3]. - Zhejiang Province follows with a GDP of 94.545 trillion yuan, growing by 453.8 billion yuan at a rate of 5.04%. The province benefits from a vibrant private sector and a booming e-commerce and technology industry [5]. - Hebei Province's GDP stands at 49.305 trillion yuan, nearing the 50 trillion yuan mark, with a growth of 185.7 billion yuan and a rate of 3.91%. The province's traditional industries face challenges, but new development initiatives are underway [6]. Group 2: Notable Performances - Shanxi Province, with a GDP of 25.495 trillion yuan, shows a modest growth of 142 million yuan, marking a significant recovery from previous downturns. The growth is driven by the emergence of new energy and advanced manufacturing sectors [6]. - Shanghai leads the nation with a growth rate of 5.49%, achieving a GDP of 56.708 trillion yuan, primarily fueled by its financial and technology sectors [8]. - Other provinces like Jiangxi and Hubei also report strong growth rates of 5.24% and 5.06%, respectively, indicating a trend of regional balance in economic development [8]. Group 3: Economic Challenges - Provinces such as Liaoning and Inner Mongolia exhibit slower growth rates of 1.97% and 1.42%, respectively, attributed to their single-industry structures and population outflows [8]. - The overall economic landscape shows that while eastern provinces leverage innovation for rapid growth, central and western regions rely on policy incentives to catch up [12].

Group 1 - Liaoning's grain production is projected to reach 51.556 billion jin by 2025, marking a historical high with a year-on-year growth of 3.1%, the highest increase among major grain-producing provinces in China [1] - Over 60 well-known companies have recently invested in Liaoning, reflecting growing confidence in the province's development prospects [1] - The "Ninth Consumption Season" is currently underway, promoting local experiences and products, which is contributing to a boost in consumer spending [1] Group 2 - President Xi Jinping emphasized the importance of Liaoning in driving the comprehensive revitalization of Northeast China during his visit before the 2025 Spring Festival, outlining a new mission and vision for the province [2][3] - The provincial government is focused on stabilizing employment, businesses, and market expectations while promoting growth, reform, and risk prevention [3] Group 3 - The transformation of traditional industries and the cultivation of strategic emerging industries are key to building a modern industrial system in Liaoning, as highlighted by President Xi Jinping [4] - The provincial government has been actively engaging in high-level discussions on future industrial strategies, focusing on technological innovation and industry integration [4] Group 4 - Liaoning is advancing its "2211" industrial system, emphasizing intelligent, green, and integrated development, with significant progress in digital transformation among small and medium-sized enterprises [8] - The province's key tool CNC rate and digital R&D tool penetration rates have reached 69.3% and 85.8%, respectively, both exceeding the national average [8] Group 5 - The emergence of new industries is exemplified by the launch of China's first photon-counting CT scanner by Neusoft Medical, marking a significant advancement in medical technology [9] - Liaoning is focusing on deep integration of technological and industrial innovation, enhancing the local transformation of scientific achievements [9] Group 6 - The province is implementing reforms in its scientific and technological systems, utilizing new research organization models to drive innovation and competitiveness [11] - The optimization of the business environment is a top priority, with various initiatives aimed at improving investment conditions and reducing bureaucratic obstacles [12][13] Group 7 - Liaoning's manufacturing sector is experiencing a surge in productivity and efficiency due to digital transformation initiatives, with companies like Benxi Steel achieving significant improvements [7] - The province is enhancing its open economy, with increased cross-border e-commerce activities and international logistics operations [14][15] Group 8 - The province is committed to improving public services, including healthcare and education, to enhance the quality of life for its residents [18][19] - Initiatives to support the elderly and promote cultural activities are being implemented, reflecting a focus on community well-being and cultural enrichment [17][22]

本报记者 董翰博 胡海林 王坤 黄岩 王笑梅 数九寒冬，霜雪覆野。在辽宁的山山水水间，仍有一种破冰突围的力量，于沉潜中蓄势，在奋进中激 荡。 黑土地上，粮仓根基更牢。2025年，我省粮食总产量达515.56亿斤，为历史第一高产年，同比增长 3.1%，增幅居全国粮食主产省第一位。 招商一线，信心加速汇聚。最近不到1个月时间，60多家知名企业顶风冒雪走进辽宁，从一次次推介、 一场场对话中体会辽宁变化、拥抱辽宁机遇。"企业家正在用投资、用项目，对辽宁的发展前景投下'信 任票'。"中国商业文化研究会上市公司分会会长李想说。 冰天雪地，消费热力升腾。眼下正值"九九消费季"开展，消费者既能沉浸式体验古老渔猎、参加冰雪游 乐项目，也能品尝地道的渔家铁锅炖、购买新鲜上市的丹东草莓……各地以"冷资源"撬动"热经济"，升 腾的烟火气和服务业的忙碌劲儿，映照出辽宁提振消费的持续发力。 纵览大江大河的汹涌澎湃，总能找到源头的不息奔涌。 回拨时间的指针。2025年春节前夕，习近平总书记到辽宁看望慰问基层干部群众，来到葫芦岛、沈阳、 本溪等地，深入农村、市场、社区、企业考察，并发表重要讲话、作出重要指示，赋予辽宁"在推动新 时代东北全面 ...

□彭娟/文 邱海鹰/图 大寒节气，华蓥山上，连绵的山峦银装素裹，山居民宿错落有致；山下，工业园区动能澎湃，宜居新城笑语相 伴。曾经，"川东煤都"广安华蓥市是一个典型的资源型老工矿城市，因"一黑（煤炭）一白（水泥）"而兴，历经 三线建设的荣光，又因"关停并转"而困，承受资源枯竭的阵痛。 蝶变始于一场深刻的转型。2009年，华蓥市被确定为全国第二批资源枯竭城市转型试点市，一场以产业进阶为核 心、生态修复为基底、城市焕新为归宿的绿色振兴实践就此拉开帷幕。17年砥砺前行，华蓥积极探索资源型地区 转型发展新路径，立足工业城、旅游市、物流港"三大定位"，实施工业城、旅游市、物流港、城市更新、和美乡 村"五大行动"，这座昔日的"煤城"正以"美城"之姿华丽转身，书写着资源枯竭城市高质量转型发展新篇章。 生态修复 从"工业伤疤"到"绿水青山"的绿色重生 面对历史开采留下的沉陷区、破损山体和生态欠账，修复"工业伤疤"，成为华蓥转型发展必须跨越的一道关口。 华蓥市发展和改革局主要负责人介绍，转型过程中，华蓥坚持产业升级与生态优先并重，大力实施矿山"创伤"修 复、山水林田湖草综合治理、全域江河湖库防护、森林资源保护等生态工程，全面推 ...

Core Viewpoint - The provincial government has issued 34 policy measures to support the high-quality development of the Yunnan Central New Area, aiming to enhance its development capabilities and establish it as a significant growth engine for the province's economy from 2026 to 2030 [1] Group 1: Enhancing Industrial Competitiveness - The policies support the transformation and upgrading of traditional industries such as petrochemicals and metallurgy, promoting the extension of industrial chains towards deep processing and terminal manufacturing to create trillion-level industrial clusters [2] - Key focus areas include the development of semiconductor materials and equipment, new energy battery materials, non-ferrous and rare precious metal materials, and green food processing [2] - The initiative aims to cultivate strategic emerging industries such as low-altitude economy, biomanufacturing, and new materials, while establishing public service platforms for pharmaceutical R&D outsourcing and contract processing [2] Group 2: Deepening Reform and Innovation - The policies grant greater autonomy to the New Area, delegating provincial economic management powers under the principle of "maximal delegation" [3] - Support for technological innovation includes the establishment of innovation incubation demonstration bases and offshore innovation and entrepreneurship bases for overseas talent, with financial incentives for newly recognized national key laboratories and R&D institutions [3] - The initiative encourages the relocation of national and provincial applied research institutions to the New Area and supports pilot projects for mixed-use land reform [3] Group 3: Enhancing Open Cooperation - The policies aim to elevate the New Area's level of openness, supporting international trial operations at Kunming Changshui International Airport and the development of cross-border e-commerce and bonded logistics in the Kunming Comprehensive Bonded Zone [4] - The New Area will facilitate direct export operations for foreign trade entities and establish a transaction settlement center for fruits and seafood in South and Southeast Asia [4] - Collaboration with other national-level new areas will be explored to promote industrial planning alignment and resource integration [4] Group 4: Improving Urban Functionality and Quality - The policies support the composite utilization of urban above-ground and underground spaces, promote park city construction, and accelerate urban renewal while addressing shortcomings in education, healthcare, and culture [4] Group 5: Strengthening Element Guarantee - The provincial finance will allocate annual incentive funds for high-quality development, while the municipal finance will provide comprehensive financial support to the New Area [4] - Revenue from the transfer and leasing of state-owned land use rights will be fully retained for the New Area's development, alongside financial support for key construction projects and industrial development [4]

Economic Growth - By 2025, China's economy is projected to surpass 140 trillion yuan, marking a significant milestone with a steady annual growth rate of 5.4%, leading among major global economies [2] - The total retail sales of consumer goods are expected to exceed 50 trillion yuan, while imports and exports have maintained stability at around 40 trillion yuan for four consecutive years, showcasing the vitality of the super-large market [2] Industrial Upgrades - From 2020 to 2025, the proportion of high-tech manufacturing in the industrial sector has increased from 15% to 17%, indicating a significant shift towards intelligent manufacturing [2] - The production of new energy vehicles has surged from 1.456 million units five years ago to 16.524 million units, reflecting a tenfold increase and the rapid rise of emerging industries [2] Consumer Market - By 2025, the service sector's contribution to GDP is expected to rise to 57.7%, with consumer spending contributing an average of 60% to economic growth, solidifying its role as a stabilizing force [3] - There has been a shift in consumer behavior from purchasing goods to enjoying services, with service retail sales projected to grow by 5.5% year-on-year and per capita service consumption reaching 46.1% [3] Overall Economic Resilience - The past five years have demonstrated a robust development path for China, characterized by data growth, improved living standards, industrial upgrades, and thriving consumption, highlighting the resilience of the Chinese economy [3]