Core Viewpoint - The Ministry of Commerce and six other departments have jointly released a revised version of the "Encouragement of Import Services Directory," which aims to guide and support the innovative development of service trade, expand imports proactively, and achieve high-quality development in China [1][2]. Group 1: Directory Revision Overview - The revised directory is a response to the 2024 directive from the State Council to expand the import of quality services and is based on extensive research and feedback from local governments and service import enterprises [2][3]. - The new directory continues to support four existing categories: "Research and Design Services," "Energy Conservation and Environmental Protection Services," "Environmental Services," and "Consulting Services," while adding two new categories: "Other Professional Services" and "Medical and Health Services" [3][4]. Group 2: Specific Changes in the Directory - The new directory includes specific high-quality services that are urgently needed domestically, such as "Green Building and Other Low-Carbon Related Design, Assessment, or Certification Services" and "Supply Chain Management Services" under the "Other Professional Services" category [4][5]. - Adjustments have been made to optimize the content of encouraged import services, including updates to descriptions for "Digital Technology Development Services," "Technical Testing and Analysis Services," and "Water Pollution Control and Ecological Restoration Services" [4][5]. Group 3: Removal of Certain Services - Services that are no longer necessary to encourage for import, such as those solely focused on air pollution control, have been removed from the directory due to improvements in domestic service capabilities [5].

转自：扬子晚报 "法治是最好的营商环境，是城市核心竞争力的重要标志。"玄武区委政法委有关负责人表示，玄武区政 法机关将以《若干措施》为抓手，以"起步即冲刺"的奋斗姿态，推动各项举措落地生根，把法治优势转 化为发展优势，让法治阳光照亮国际化活力中心城区建设的每一个角落，为区域高质量发展凝聚磅礴政 法力量。 立足高校集聚、青年人才集中的区域优势，玄武区将法治服务与青年发展深度融合，打造青年友好型法 治环境。针对在校大学生，常态化开展庭审进校园、模范法官宣讲等活动，结合校园贷等典型案例普及 法律知识。擦亮"青年法治服务""法院开放日""检察开放日·青年专场"等品牌，统筹政法单位、律所等资 源提供实习岗位，增强青年留区发展意愿。玄武区检察院还与多所高校签署"检校共建协议"，通过公开 听证会旁听等形式，将司法实务转化为法治教育"活教材"，惠及700余名大学生。 聚焦新质生产力培育，玄武区立足"数碳模跨"新兴产业特色，在徐庄高新区设立法律服务工作站、检察 联络站，深化"产业链+法律服务"模式，联动知识产权维权分中心等机构，加强软件著作权、数字版权 等领域保护，严厉打击侵犯知识产权犯罪。同时，玄武区在探索碳汇替代性环境修复 ...

近年来，常州已崛起为中国重要的新能源汽车之城，汇聚了理想汽车、比亚迪、宁德时代等众多整 车制造和核心供应链企业。不仅如此，常州地处长三角中心地带，交通网络发达。这不仅便于服务长三 角这一中国最大的汽车产业集群，也能通过便捷的物流辐射全国乃至全球市场。正是由于三元乙丙、丁 腈及氢化丁腈橡胶在汽车领域有着广泛应用，将工厂直接建在核心客户"家门口"，才能极大地缩短供应 链半径，提升响应速度。这也正是阿朗新科"Local for Local"（立足本地、服务本地）战略的核心要 义。 此次新工厂的投产更将助力阿朗新科为客户提供系统性解决方案。阿朗新科亚洲技术总监程宝家表 示，汽车领域对橡胶制品的要求极高，且标准正趋于全球统一。阿朗新科的橡胶产品历经迭代，通过优 化催化剂和分子结构控制，并结合客户关于炼胶设备和加工设备的反馈，能为客户提供稳定、一致的产 品质量，例如在乙丙橡胶的门尼粘度指标控制上，阿朗新科的产品拥有更小的波动和更高的批次稳定 性，这为汽车领域客户后续生产提供了更好基础。未来，阿朗新科将研发生产更高分子量且性能更好的 产品，并实现不同产品间的相互配合，形成良性循环，助力多领域客户发展。 阿朗新科中国董事总经 ...

Investment Rating - The report maintains an "Outperform" rating for the engineering machinery sector [1]. Core Insights - January 2026 saw strong sales growth in excavators and loaders, driven by a combination of replacement cycles and external demand. The outlook for 2026 is positive, supported by proactive fiscal policies, stabilization in the European construction sector, and sustained high demand in emerging markets. The report emphasizes the importance of focusing on domestic demand renewal and overseas expansion strategies [5][11]. - The engineering machinery index rose approximately 0.15% in January 2026, underperforming the Shanghai Composite Index by 3.61 percentage points [11]. - Excavator sales in January 2026 reached 18,708 units, a year-on-year increase of 49.5%, with domestic sales at 8,723 units (up 61.4%) and exports at 9,985 units (up 40.5%) [16]. - Loader sales for the same month totaled 11,759 units, reflecting a 48.5% year-on-year increase, with domestic sales of 5,293 units (up 42.8%) and exports of 6,466 units (up 53.4%) [16]. Summary by Sections Market Review - The engineering machinery index in January 2026 increased by about 0.15%, lagging behind major indices such as the Shanghai Composite and CSI 300 [11]. - The performance of different segments showed mixed results, with the average price-to-earnings (PE) ratios for complete machine manufacturing and components being 29 and 39, respectively [11]. Industry Tracking - The report highlights significant growth in excavator and loader sales, with excavators showing a 49.5% increase and loaders a 48.5% increase in January 2026 [16][18]. - The report notes that electric excavators and loaders are gaining traction, with electric loader sales reaching 2,990 units and a penetration rate of 25.43% [16]. Macro Dynamics - The manufacturing PMI for January 2026 was reported at 49.3%, indicating a slight contraction in manufacturing activity. However, production levels remain above the critical point, suggesting ongoing expansion in manufacturing [44]. - Infrastructure investment is supported by the issuance of special bonds amounting to approximately 367.7 billion yuan, a year-on-year increase of 79.5% [5]. Key Targets - Recommended key players in the sector include leading manufacturers such as Zoomlion (000157), Sany Heavy Industry (600031), and XCMG (000425), as well as core component suppliers like Hengli Hydraulic (601100) and Aidi Precision (603638) [5][54].

全国政协委员、恒银金融科技股份有限公司董事长江浩然在2025年全国两会经济界别参加小组会议。中 青报·中青网记者 曲俊燕/摄 2021年全国两会上，他提出建议，将企业研发费用加计扣除政策由年度汇算清缴时扣除改为季度或半年 预缴时扣除。18天后，他的建议就被采纳了，当年全国有32万户企业受益。"从提出建议到落地，短短 18天，远超想象。"江浩然说。 中青报·中青网记者胡春艳 很少有人能像全国政协委员江浩然这样，有机会当面向国务院总理提建议，更难得的是，他的很多建议 都被采纳了。 作为两届全国政协委员，恒银金融科技股份有限公司董事长江浩然先后撰写了30余件提案，围绕着民营 经济发展这条主线持续提建议，有的提案获评全国政协优秀提案，有的被列为重点提案。 一项项建议落实的速度，让江浩然感到振奋，"足以看出党和国家关心民营企业发展的急迫心情"。 2025年全国两会的政协联组会上，国务院总理李强坐在他对面。作为在会上发言的几位委员中唯一的民 营企业家，他与李强总理的交流时间比预计延长了几分钟。听到他提出"为民企提供更多投资机会，继 续打破市场准入、资源要素配置等方面的隐性壁垒"的建议后，总理打断了他，请他说得再具体一些。 ...

惠州还将抢抓科技和产业变革新机遇，大力培育新质生产力，举全市之力加快人工智能和机器人产业发 展。坚持因地制宜、各展所长，巩固发挥好制造业优势，敞开胸怀广纳AI人才，深化拓展"人工智能 +"，推动人工智能赋能千行百业，着力打造智能经济新形态。 惠州市将今年确定为"招商引资年"，将主动适应招商新形势，全力招引一批大项目、好项目。持续优化 营商环境，统筹全市招商力量，建立有效的招商引资机制，依托"3+7"产业园区和两大产业集群优势， 因地制宜、因行业施策锲而不舍招商，多措并举提升招商引资质效。2026年惠州将确保全年招商引资落 地项目投资额1600亿元以上。 当前，惠州着力推动制造业与服务业协同发展、价值链协同升级。坚持引进和培育并举，抓紧抓实加快 生产性服务业发展行动，构建专业化、高端化的生产性服务业体系，推动制造业与生产性服务业深度融 合、互促双强，打造升级版的生产空间。 2月25日，惠州市召开"新春第一会"——全市高质量发展大会暨"招商引资年"行动动员会，聚焦"制造业 与服务业协同发展，全域全力推动招商引资提质增效"这一主题，动员全市上下接续奋斗，坚定扛起经 济大市的责任担当，奋力打造广东高质量发展新增长极。 ...

从2月10日由内蒙古自治区政府新闻办组织召开的"贯彻'1571'工作部署 推动内蒙古高质量发展"系 列主题新闻发布会首场上获悉，内蒙古将着力打造新材料、新型化工、数字经济3大万亿级产业集群和 稀土、有色、现代煤化工等9条千亿级产业链。 五是夯实载体支撑，做强工业园区。内蒙古还将深化高水平工业园区创建，加强基础设施与系列政 策供给，推广"管委会+公司"改革，目标打造更多五百亿级、千亿级工业园区，使其成为产业集聚的"新 高地、新引擎"。 二是突出挖潜提质，夯实传统产业基底。内蒙古将组织实施工业设备更新与技术改造提质增效工 程，推动传统产业向数智化、绿色化、融合化转型，稳步扩大绿电消纳，有序承接先进绿色高载能产 业，深入整治"内卷式"竞争，让传统产业这株"大树"多发新芽、多结硕果。 三是坚持强链壮群，优化产业生态。内蒙古将全面优化重塑制造业重点产业集群与产业链，实 施"制造业万千亿群链建设工程"，着力打造新材料、新型化工、数字经济3个万亿级产业集群，以及稀 土、有色、现代煤化工等9条千亿级产业链，使其成为新产业成长的"沃土"。 四是抓好主体培育，激发企业活力。 政策将支持链主企业做大做强，实施规模以上工业企业数量 ...

Group 1: Core Insights - The integration of technological innovation and industrial innovation is essential for developing new productive forces, as emphasized by President Xi Jinping [1][3][10] - Significant breakthroughs in basic research have been achieved, including the conversion of thorium-uranium nuclear fuel and the development of the "Zu Chongzhi No. 3" superconducting quantum computing prototype [3][11] - The "China Sky Eye" (FAST) has made critical advancements in understanding fast radio bursts, showcasing the capabilities of China's largest single-dish radio telescope [2][3] Group 2: Industry Developments - The development of high-performance carbon fiber in Shanxi represents a significant leap from following to keeping pace with global advancements, providing essential materials for aerospace and renewable energy sectors [5][7][8] - The launch of the first domestic 3D scientific computer, "Tianqiong," marks a major innovation in computational technology, enhancing capabilities in artificial intelligence and scientific research [9][10] - Traditional industries are being revitalized through technological innovation, leading to a transformation towards high-end, intelligent, and green development [8][10] Group 3: Future Outlook - The emphasis on strengthening the role of enterprises in technological innovation is crucial for the deep integration of technology and industry, fostering a robust innovation ecosystem [11] - Continuous optimization of the innovation environment and enhancement of technological empowerment are expected to accelerate the transformation of scientific achievements into productive forces [11]

智通财经APP获悉，2月26日，市场监管总局公布数据显示，2025年全国新设经营主体2574.5万户。其 中，新设企业950.0万户，新设个体工商户1619.4万户。新兴产业和未来产业相关企业增长迅猛，创新动 能强劲。2025年，全国新设"8大新兴产业+9大未来产业"相关企业113.4万户，比上年增长9.9%。其中， 人形机器人、民用航空、生成式人工智能等部分前沿领域领衔涨幅，进一步推动我国产业体系向全球价 值链中高端迈进。 新兴产业和未来产业相关企业增长迅猛，创新动能强劲。 2025年，全国新设"8大新兴产业+9大未来产业"相关企业113.4万户，比上年增长9.9%。其中，人形机器 人、民用航空、生成式人工智能等部分前沿领域领衔涨幅，进一步推动我国产业体系向全球价值链中高 端迈进。 消费领域相关企业亮点突出，消费需求与供给优化相互促进。 原文如下： 2025年全国经营主体发展向新向优 2月26日，市场监管总局公布数据显示，2025年全国新设经营主体2574.5万户。其中，新设企业950.0万 户，新设个体工商户1619.4万户。经营主体呈现向新向优发展态势，为高质量发展蓄势聚能。 企业高素质创业人群规模保持 ...

Key Focus Areas - Local governments emphasize the synergy between supply and demand, promoting a combination of investment and consumption[9] - The integration of education, technology, talent, and industry is prioritized to accelerate the application of technology in industries[9] - Regional coordinated development and the construction of a unified national market are highlighted, with a focus on reducing "involution" competition[10] Investment Strategies - Investment is directed towards key industries and major projects, with a focus on digital infrastructure, artificial intelligence, quantum technology, and low-altitude economy[9] - Emphasis on "investment in people" policies, highlighting the importance of livelihood investments[9] - Some regions have already initiated major projects under the "14th Five-Year Plan," ensuring solid project reserves[9] Consumption Initiatives - Efforts to boost consumption are intensified, with a focus on supply-demand adaptability in specific deployments[9] - New consumption scenarios and models are being explored, incorporating regional characteristics such as digital, green, and emotional consumption[9] - The approach to consumption is shifting from multiple points of growth to broader industrial upgrades[9] Industrial Development - Traditional industries are accelerating transformation and efficiency improvements, focusing on sectors like automotive, steel, chemicals, textiles, food, and building materials[9] - New and future industries are emphasized for effective implementation, particularly in the "6+10" categories, including AI, low-altitude economy, and biomedicine[9] - The integration of modern service industries with advanced manufacturing is being promoted[9] International Expansion - There is a push to expand the scale of enterprises going abroad and enhance their international visibility[9] - Improvement of overseas comprehensive service systems to protect the interests of domestic companies abroad is emphasized[9] - Development of new business formats in cultural and entertainment sectors for international markets is highlighted[9]