（来源：中国经济导报） 转自：中国经济导报 沈贞海 楚千会 金佳衡 今天，科技创新这个"关键变量"，正在金东转化为高质量发展的"最大增量"。 筑平台、强策源： 聚合创新"强磁场" 在金东，创新，不是孤立的技术突破。 面对大科学时代的竞争格局，金东通过打通"产学研用"链条，构建"强磁场"，让创新要素充分涌流。 "十四五"以来，一批标志性创新平台在金东落地生根。浙江大学金华研究院、浙江中医药大学金华研究 院相继获批省级新型研发机构。其中，浙江大学金华研究院信创中心成功承担国家级科技重大项目，实 现了金东在该领域"零"的突破；浙江中医药大学金华研究院的一项关键技术及产业化应用项目亦获得业 界相关荣誉。 五年深耕，金东蝶变。 "十四五"期间，浙江省金华市金东区（金义新区）锚定"打造增长极、建设新中心"战略目标，大干快 上、以干促上、实干至上，经济社会发展质量和水平实现了全新跨越，交出了一份高质量发展的时代答 卷。 "十四五"圆满收官，金东交出一份沉甸甸的"创新答卷"：国家高新技术企业从183家跃升至284家，市级 研发中心实现从100家到323家的跨越；规模以上工业企业研发投入强度持续高于4%，高新技术产业投 资增速 ...

Core Viewpoint - Shanxi Province is focusing on energy revolution and industrial upgrading as part of its strategic plan to transition from a coal-dominated economy to a modern industrial system, aiming for a green and low-carbon energy transformation while ensuring energy security [1][4][8]. Energy Revolution - Shanxi will implement nine key paths for energy transformation, including intelligent and green coal mining, large-scale development of renewable energy, and the establishment of a new power system [3][4]. - In the past year, Shanxi's coal production reached 1.305 billion tons, a 2.1% increase year-on-year, while renewable and clean energy installed capacity reached 90.48 million kilowatts, accounting for 55.1% of the total, marking a historic shift in energy structure [2][3]. Industrial Upgrading - The province aims to optimize traditional industries and promote emerging sectors, focusing on high-end, intelligent, and green development [5][6]. - Shanxi will enhance traditional industries like steel and cement through low-carbon transformations and develop new materials and advanced manufacturing sectors, targeting the creation of billion-level industrial clusters [5][6]. Project Support and Technological Innovation - The province plans to launch a "Major Project Construction Year" with 629 key projects totaling over 2.4 trillion yuan in investment, including 309 energy transition projects with planned investments of 109.04 billion yuan [7]. - Shanxi will strengthen its technological innovation capabilities by establishing new laboratories and focusing on over 100 key research tasks in energy technology [7]. Mission and Strategic Focus - Shanxi is at a critical juncture for resource-based economic transformation, with a focus on energy technology innovation and industrial cluster development to support its transition [8]. - The province aims to balance development and security while contributing to national energy security and high-quality development in resource-based regions [8].

中国人民银行发布的最新货币政策执行报告，再次明确"继续实施好适度宽松的货币政策" 央行在《2025年第四季度中国货币政策执行报告》中重申了适度宽松的立场 同时，报告首次在货币政策执行报告中明确要求"发挥增量政策和存量政策集成效应" "适度宽松"政策在2026年被赋予了新的内涵。除了保持流动性充裕外，报告特别强调 "保持社会融资条件相对宽松" 这意味着央行将更加关注企业实际融资成本，而不仅仅是货币供应量。报告还删除了"注重盘活存量金融资源、提高资金使用效率"的表述 央行将重点放在"做优增量、盘活存量"上 本次报告一个突出特点是强调了财政金融协同。报告通过专栏文章详细介绍了中国货币政策与财政政策的三种协同方式 第一种协同是央行通过公开市场操作保持市场流动性充裕，支持政府债券顺利高效发行 第二种是"再贷款 财政贴息"方式，从信贷市场供需两端协同发力，优化金融资源配置 央行最新发布的《2025年第四季度中国货币政策执行报告》传递了明确信号。报告指出将继续实施好适度宽松的货币政策 报告强调货币政策的核心考量是"促进经济稳定增长、物价合理回升" 报告首次在货币政策执行报告中明确要求"发挥增量政策和存量政策集成效应"，显示 ...

Summary of Key Points from Conference Call Records Industry Overview Commercial Aerospace - Shanghai Port Bay's perovskite technology in collaboration with Dongfang Risen is expected to benefit from the SpaceX supply chain. The increase in satellite launches will boost the demand for solar wings, positively impacting related companies [1][3]. Refractory Materials - Companies like Zhongsen Technology, Luyang Energy, and Zhonggang Nairuo are performing well through business extensions and are considered important targets for investment as the sector begins to rally [1][3]. AI+ Sector - Companies such as China National Materials, Honghe Technology, Feilihua, and China Jushi are benefiting from LDK demand, leading to significant profit increases. Attention is drawn to upstream raw materials like high-end electronic fabrics [1][3]. Construction and Building Materials - New business models in the construction and building materials industry focus on increasing market share and revenue scale, with a clear supply clearing and gradual industry improvement. Sanjias Tree's beautiful countryside business and community stores are rapidly developing, while Yuhong enhances competitiveness through service model innovation [1][4]. Real Estate Market Insights Recent Data and Trends - Recent data indicates a positive trend in the real estate market, particularly in first and second-tier cities where second-hand housing transaction volume has increased year-on-year, and price indices have turned positive. The listing volume has decreased, with demand driven by school district housing improving transaction structure. The new housing market is expected to rebound post-holiday due to supply constraints [1][5]. Investment Strategy - The current rally in real estate stocks is characterized by a mix of speculative and long-term capital, suggesting a more sustainable upward trend. The second quarter may present an opportunity to increase real estate positions, with recommended stocks including China Merchants Shekou, New City Holdings, Jindi Group, and Wo Ai Wo Jia [1][6][8]. Transportation and Logistics Sector Investment Themes - The transportation and logistics sector has four main investment themes: 1. Domestic express logistics is entering a critical consolidation phase, with a focus on leading companies like ZTO Express and YTO Express [2][9]. 2. Cross-border e-commerce and the Belt and Road Initiative, with key companies including SF Holding and JD Logistics [2][9]. 3. Platform transportation through internet platforms like Didi and Cao Cao Mobility, which are expected to enhance profits with the realization of autonomous driving and new energy vehicle replacements [2][10]. 4. Large cycle sectors, including aviation and shipping, are anticipated to see profit growth due to tight supply and recovering demand. Companies like China Merchants Energy and COSCO Shipping are recommended, with significant profit elasticity expected from VLCC operations [2][10]. Additional Considerations - The real estate market's upward speed is not expected to be as rapid as in previous cycles, with a potential long-term upward trend following policy implementation. The core cities' housing prices may stabilize by the end of the year, with real estate stocks likely leading the fundamental bottom by 2 to 3 quarters [1][8]. - Long-term capital movements should be closely monitored to adjust investment strategies accordingly [1][7].

Key Points - The central bank acknowledges a resilient global economy but highlights challenges such as supply-demand imbalances [2][8] - The report indicates that exports will likely remain a crucial support for China's economy in 2026 [2][10] - The midstream manufacturing sector is expected to benefit the most from exports, with a clearer outlook for the next three to six months [2][11] Monetary Policy Insights - The central bank emphasizes the need for a moderately loose monetary policy, focusing on stable economic growth and reasonable price recovery [14][18] - The report introduces the goal of guiding reasonable growth in financial totals and balanced credit allocation [14][15] - The central bank plans to utilize various policy tools flexibly and efficiently, including interest rate adjustments [14][15] Structural Policy Changes - The report prioritizes expanding domestic demand over technological innovation in structural monetary policy [18][19] - There is an expectation for new policies related to domestic demand to be introduced, particularly in the context of financial support for key sectors [18][19] Exchange Rate Management - The central bank aims to enhance the exchange rate's role as a stabilizer for the macroeconomy and international balance of payments [19] - The report indicates that a more flexible and two-way floating exchange rate may become the norm, with risks associated with betting on a one-sided exchange rate [19][19]

Core Viewpoint - The article highlights President Xi Jinping's visit to grassroots communities in Beijing before the Lunar New Year, emphasizing the importance of technological innovation, social welfare, and cultural heritage in enhancing the quality of life for citizens. Group 1: Technological Innovation - The National Xinchuang Park in Beijing showcases a full-chain industrial cluster from hardware to applications, reflecting a robust development in technology innovation [1][2] - President Xi has consistently emphasized the significance of artificial intelligence and robotics, noting the rapid advancements in these fields and their potential to enhance productivity and quality of life [2][3] - Beijing aims to strengthen its position as a global technology innovation center, leveraging its educational and research resources to drive original innovation and address key technological challenges [3][4] Group 2: Social Welfare - The city has made strides in improving elderly care services, with initiatives like the "Wulao·Xinjie" community center providing diverse services for seniors [5][7] - President Xi highlighted the importance of sustainable community services, particularly for the elderly and new employment groups, ensuring their needs are met effectively [9][11] - The government is focused on enhancing public services and optimizing urban functions to support the well-being of all citizens [5][13] Group 3: Cultural Heritage - The article discusses the revitalization of historical areas like the Longfu Temple Street, blending traditional culture with modern experiences to attract visitors [15][16] - President Xi expressed the need to preserve the essence of traditional brands while adapting to contemporary market demands, ensuring cultural continuity [17] - The festive atmosphere in Beijing during the Lunar New Year reflects the city's rich cultural heritage and community spirit, with various traditional activities and celebrations [18]

扬帆2026！首都发展再启新程！ 今年北京市发展改革工作怎么干？ 重点有哪些？ 一张图带您速览年度工作要点 看清发展蓝图，把握奋进方向 | 坚持以高质量机关党建促进 | 高质量发展 2 筑牢思想政治根基 2 营造风清气正的政治生态 坚持以规划牵引推进首都 现代化建设 2 高质量推进规划编制实施 ● 牢记"看北京首先要从政治上看"的要求,坚持不懈 习近平新时代中国特色社会主义思想凝心铸魂。 ● 抓好中央和市委巡视反馈问题整改。 ● 树立和践行正确政绩观。 ● 推进模范机关建设,深化"四强"党支部建设。 ● 持续开展"三贴近"调研等系列活动。 ● 坚定不移推进党风廉政建设和反腐败斗争,压紧压实管党 治党政治责任。 ● 巩固拓展深入贯彻中央八项规定精神学习教育成果,从严 从实纠治"四风"。 ● 加强对党员干部的日常教育管理监督。 ● 从严监督执纪问责。 ● 发布市级规划《纲要》和市级专项规划。 ● 健全规划落实机制。 2 巩固拓展经济稳中向好势头 2 促进消费和投资良性互动 | 坚持协调发展促进区域联动 | 和城乡融合 3 推动京津冀协同发展走深走实 ● 着力稳存量、拓增量,牢牢守住经济发展基本盘。 ● 制定 20 ...

来源：人民日报客户端 编辑：吴虹莉 转自：人民日报客户端 青年兴则国家兴，青年强则国家强。2月10日，中央宣传部、人力资源社会保障部向全社会公开发布"最 美高校毕业生"，9名同志光荣入选。这些优秀高校毕业生，有的在艰苦边远地区默默奉献，有的在田间 地头为群众倾情付出，有的在创新前沿挑战极限……他们把个人的理想追求融入党和国家事业之中，挺 膺担当，不懈奋斗，彰显着新时代青年的责任与担当。到艰苦边远地区挥洒汗水到艰苦边远地区，到祖 国和人民最需要的地方发光发热、建功立业。"贫困帽不摘不离村！"2019年，刘恭利来到贵州省望谟县 乐旺镇坡头村担任驻村第一书记，立下誓言。面对喀斯特石山区"山多地少、缺水严重"的困境，她带着 村民攻坚克难，发展"飞地经济"：利用山下水资源建设活水养鱼项目，利用山上光照优势建设光伏发电 项目。2020年底，坡头村成功摘帽。担任乐旺镇党委书记后，她又瞄准粤港澳大湾区群众的"菜篮子"， 引进企业发展菜心种植，年产值达3000万元。"我要和乡亲们一起，在石头缝里刨出'金饭碗'！"刘恭利 说。中南大学化学博士金冠华，2016年来到新疆维吾尔自治区阿克苏市拜什吐格曼乡。他骑着自行车穿 梭田间，走村 ...

Group 1 - The total tax reductions and refunds to support technological innovation and manufacturing development in Suining City are projected to reach 898 million yuan in 2025, providing strong momentum for the cultivation of new productive forces and high-quality development of the manufacturing sector [1] - Tax incentives for technological investment and transfer are expected to amount to 141 million yuan in 2025, encouraging continuous innovation and enhancing R&D input and output efficiency among enterprises [1] - Sichuan Ruijiexin Electronics Co., Ltd. benefited from R&D expense deductions of over 20 million yuan and a reduction in corporate income tax of over 3 million yuan, leading to an R&D investment of over 10 million yuan in 2025 focused on precision micro-hole processing technology [1] Group 2 - Tax policy reductions to support high-quality development in the manufacturing sector are expected to total 548 million yuan in 2025, alleviating the financial burden on enterprises and allowing for more funds to be allocated to R&D, equipment upgrades, and talent acquisition [2] - Sichuan Feiya Power Technology Co., Ltd. received over 900,000 yuan in advanced manufacturing VAT deductions in 2025, which was invested in technology upgrades centered on "smart transformation" to significantly enhance production efficiency [2] - The Suining tax authority has implemented a "policy outreach" mechanism, pushing tax incentives to over 48,000 taxpayers through 52 batches of various tax policies in 2025, ensuring that the benefits are accurately delivered [2]

Core Viewpoint - Heng Rui Medicine emphasizes its commitment to technological innovation and international development strategies to ensure sustainable growth and better returns for shareholders [1] Group 1 - The company is actively pursuing a share buyback program as per its established plan [1]