聚焦｜科创湾区 民生同行 科技赋能产业，金融激活创新。近年来，民生银行广州分行深耕大湾区科创沃土，将总行标准化服务体 系与区域产业特色深度融合，以专业化团队、全周期产品与生态化联动，为科创企业从初创"破局"到成 长提速，再到成熟"领航"的全生命周期提供精准赋能。2026年伊始南方财经全媒体集团联合民生银行广 州分行发起"科创湾区 民生同行"——民生银行广州分行全周期赋能科技创新深调研系列报道，解码金 融支持湾区科创的"民生样本"。 ...

习近平总书记指出："要以科技创新为引领，大力培育壮大新兴产业和未来产业，占据国际竞争制高 点，塑造经济发展新动能、新优势。"中央经济工作会议指出，坚持创新驱动，加紧培育壮大新动能。 为深入学习贯彻中央经济工作会议精神，人民日报记者采访了科技部党组书记、部长阴和俊。 引领发展新质生产力 阴和俊：中央经济工作会议把"坚持创新驱动，加紧培育壮大新动能"作为八项重点任务之一进行部署， 充分体现了以习近平同志为核心的党中央对科技创新的高度重视，体现了科技的战略先导地位和根本支 撑作用，对于我们统一思想、深化认识，深入实施创新驱动发展战略、加快科技强国建设、有力支撑高 质量发展具有重要指导意义。 2026年是"十五五"开局之年，也是深入推进科技强国建设的关键之年。科技部将锚定科技强国战略目 标，坚持创新驱动，加强战略规划、政策措施、重大任务、科研力量、资源平台、区域创新等方面统 筹，发挥新型举国体制优势，强化央地协同、部门联动，充分调动各类创新主体积极性，提升国家创新 体系整体效能，加大高质量科技供给，培育壮大新动能，支撑现代化产业体系建设，引领发展新质生产 力。 一是统筹布局推动"十五五"科技工作。加快编制出台"十五五 ...

央视网消息：提起湖北仙桃，很多人可能都会想到体操之乡、冠军之城的美名。事实上，8枚奥运金牌、9位奥运冠军的体坛辉煌只是仙桃的其 中一面。在体坛之外，"跳起来摘桃"的争先精神已经成为仙桃刻在骨子里的基因。作为湖北省首个突破千亿元GDP的县域，仙桃凭什么能行？ 千亿量级的背后蕴藏着怎样的发展"密钥"？ 走进这间智能化生产车间，机械臂精准运转，生产线高速飞驰，每分钟就有50米无纺布卷材新鲜下线。这样的生产节奏，在仙桃2000多家非织 造布企业里早已是常态。 作为全国非织造布产业的重镇，仙桃每年产出非织造布120万吨，出口量占据全国三分之一的份额，年产值突破200亿元大关。非织造布，又叫 无纺布、不织布，也就是不需要纺纱织布工艺，直接通过纤维粘合形成的织物。突破了传统原料和工艺的限制，一块布也解锁了意料之外的可 能。 非织造布在仙桃能玩出多少种花样？这块布通过特殊工艺之后可以制成这样一个汽车的底护板。 布制底护板能承受3000到5000牛顿的撕裂力，同时它的重量仅为传统汽车底护板的三分之一。 这块布的原料来自玄武岩纤维。它有什么过人之处？用喷火枪对它进行灼烧，这样一块布可以耐受最高1300摄氏度的高温。 2020年至 ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **China** market, particularly in the context of **economic outlook** and **technological innovation** within various sectors, including AI, robotics, and pharmaceuticals [2][6][34][45]. Core Insights and Arguments 1. **Economic Growth Projections**: - China's GDP growth is projected to be around **4.8% in 2026** and **4.6% in 2027**, indicating a slow recovery and re-inflation process [85][90]. - The government aims to maintain a growth target of around **5%** for the upcoming year [104]. 2. **AI and Technological Innovation**: - AI capital expenditure among major tech companies is expected to grow by **11%**, reaching **RMB 445 billion** in 2026 [20]. - The self-sufficiency rate of GPUs in China is projected to increase to **50% by 2027** [23]. - AI is anticipated to have limited impact on labor productivity in 2026, with significant improvements expected from 2027 onwards [18]. 3. **Robotics Market**: - China is expected to hold approximately **40% of the global robotics market by 2024**, with potential for further growth [34]. - The cumulative application scale of humanoid robots is projected to reach **1 billion units by 2050**, with about **30%** of these expected to come from China [40]. 4. **Pharmaceutical Sector**: - The share of original drugs from China in new drug approvals by the US FDA is expected to reach **35% by 2040** [45]. - The rise in original drug development is partly driven by the expiration of global drug patents [47]. 5. **Supply Chain Competitiveness**: - China is noted for its strong supply chain capabilities, being one of the few economies with low import complexity but high export complexity [50]. - The country is expected to maintain its leading position in global manufacturing exports, with its share projected to rise from **15% to 16.5% by 2030** [55]. 6. **Consumer Market Dynamics**: - Consumer spending remains weak, with high youth unemployment and diminishing effects from trade-in programs for consumer goods [86][91]. - The government plans to implement a smoother subsidy program for consumer goods in 2026, with adjustments in the scope and amount of subsidies [91]. 7. **Real Estate Market**: - The real estate sector is still in a phase of adjustment, with new construction levels stabilizing but price adjustments remaining uncertain [92]. - A significant amount of funding, estimated at **RMB 3 trillion**, is needed to reduce new housing inventory to healthy levels [96]. 8. **Policy Directions**: - The government is expected to maintain a moderate fiscal expansion, focusing on supply-side policies in 2026, with a gradual shift towards consumer-oriented policies in 2027 [101]. - There is a need for structural reforms to address deep-seated economic imbalances, particularly in social security and income distribution [110][116]. Other Important Insights - The report highlights the importance of **social security reforms** as a key to economic rebalancing, aiming to improve welfare and increase consumption among low-income households [116]. - The **high savings rate** in China reflects structural imbalances in the economy, with a significant portion of savings coming from households [110][113]. - The **global trade imbalance** is noted as a widespread issue, with China being a significant part of the puzzle [128]. This summary encapsulates the critical insights and projections regarding China's economic landscape, technological advancements, and policy directions as discussed in the conference call.

专题：新浪财经2025年会暨第18届金麒麟论坛 "新浪财经2025年会暨第18届金麒麟论坛"于2026年1月15日在北京举办，本次会议的主题是"十五五开 局，经济新启航——重塑增长范式，共创未来繁荣"。 新浪财经CEO邓庆旭在致辞中表示，回首2025年，是中国经济在转型攻坚中稳步前行的一年。这一年， 世界经济格局持续调整，地缘政治博弈与产业变革交织演进，但中国经济凭借强大的韧性和活力，顶住 多重压力实现了稳中有进、稳中提质的发展态势。 站在2026年的新起点之上，我们正迎来一个充满机遇与挑战的新时代。 邓庆旭指出，重塑增长范式，意味着我们要摆脱传统增长路径依赖，依靠科技创新、制度创新、模式创 新激活发展新动能；共创未来繁荣，需要政府、企业、资本市场、媒体等各方力量凝心聚力、协同发 力。 "在这一进程中，新浪财经始终坚守初心、勇担使命。作为国内领先的金融信息服务提供商，我们不仅 是经济发展的见证者、记录者，更是积极的参与者、推动者。"他说。 成立二十余年来，新浪财经致力于成为高价值用户首选的财经服务平台。新浪财经始终以"打破信息不 对称"为使命，为用户提供7*24小时高质量的资讯服务，让专业价值真正惠及个人投资 ...

专题：新浪财经2025年会暨第18届金麒麟论坛 "新浪财经2025年会暨第18届金麒麟论坛"于2026年1月15日在北京举办，本次会议的主题是"十五五开 局，经济新启航——重塑增长范式，共创未来繁荣"。 新浪财经CEO邓庆旭在致辞中表示，回首2025年，是中国经济在转型攻坚中稳步前行的一年。这一年， 世界经济格局持续调整，地缘政治博弈与产业变革交织演进，但中国经济凭借强大的韧性和活力，顶住 多重压力实现了稳中有进、稳中提质的发展态势。 站在2026年的新起点之上，我们正迎来一个充满机遇与挑战的新时代。 邓庆旭指出，重塑增长范式，意味着我们要摆脱传统增长路径依赖，依靠科技创新、制度创新、模式创 新激活发展新动能；共创未来繁荣，需要政府、企业、资本市场、媒体等各方力量凝心聚力、协同发 力。 "在这一进程中，新浪财经始终坚守初心、勇担使命。作为国内领先的金融信息服务提供商，我们不仅 是经济发展的见证者、记录者，更是积极的参与者、推动者。"他说。 准：深度整合证监会、交易所、统计局及国际权威机构数据，确保每一条信息可追溯、可验证，有效规 避"AI幻觉"带来的误判。 不仅如此，旗下的微博财经已成为财经领域极具影响力的社 ...

Group 1 - The provincial government, led by Governor Zhao Gang, held a meeting to gather opinions and suggestions on the "Government Work Report (Draft for Comments)" from various representatives [1] - Representatives from different fields provided valuable insights on topics such as technological innovation, industrial development, business environment, legal construction, rural revitalization, grassroots governance, education, healthcare, and cultural development [1] - Zhao Gang emphasized the importance of these suggestions and committed to further refining and improving government initiatives based on the feedback received [1] Group 2 - Zhao Gang highlighted that the province has adhered to Xi Jinping's thoughts and implemented the spirit of the 20th National Congress and subsequent plenary sessions, focusing on high-quality development and modern construction [2] - The government aims to achieve new breakthroughs in high-quality development by 2026, which marks the beginning of the "14th Five-Year Plan" [2] - The provincial government encourages continued support from representatives to leverage unique advantages and contribute to the modernization efforts in Shaanxi [2]

Core Viewpoint - The article emphasizes the importance of technological modernization as a foundation for China's modernization, highlighting the strategic role of innovation in driving new productive forces and economic growth [2][4]. Group 1: Strategic Initiatives - The 20th Central Committee's Fourth Plenary Session outlines the acceleration of high-level technological self-reliance as a strategic task, with a focus on innovation-driven development [2][3]. - Anhui Province is committed to becoming a significant source of technological innovation, aligning with national strategies to enhance its role in the national strategic technology framework [3][4]. Group 2: Technological Achievements - Anhui has established 13 major scientific research facilities and is advancing in fields such as quantum information and deep space exploration, producing original technological achievements [3][4]. - Notable achievements include the "artificial sun" project and advancements in quantum computing, showcasing the province's capabilities in cutting-edge technology [3]. Group 3: Economic Performance - In the first 11 months of 2025, Anhui's industrial added value increased by 9.3%, outperforming the national average by 3.3 percentage points, ranking third in the country [6][7]. - The province ranks fifth in the number of technology-based SMEs and high-tech enterprises, indicating a robust innovation ecosystem [6][7]. Group 4: Innovation Ecosystem - The article stresses the need for a supportive innovation ecosystem, with a focus on reforming institutional mechanisms to enhance innovation capabilities [8][9]. - Anhui's R&D expenditure intensity increased from 2.28% to 2.76%, moving up to seventh place nationally, reflecting a commitment to enhancing research and development [8][9]. Group 5: Future Directions - The province aims to develop emerging industries such as intelligent connected vehicles and advanced manufacturing, while also nurturing future industries like quantum technology and biomanufacturing [7][8]. - A focus on collaborative innovation among enterprises, research institutions, and financial entities is essential for fostering a thriving innovation landscape [9].

坚持创新驱动 引领发展新质生产力——访科技部党组书记、部长阴和俊 我们将强化科技创新对教育和人才的牵引作用，促进科技自主创新和人才自主培养良性互动，创新人才 培养使用模式，依托重大科技任务，培养造就一流领军人才和创新团队。 一体推进教育科技人才发展 中国式现代化要靠科技现代化作支撑。"十五五"规划建议提出，加快高水平科技自立自强，引领发展新 质生产力。近期召开的中央经济工作会议将"坚持创新驱动，加紧培育壮大新动能"列为2026年经济工作 八项重点任务之一。 "十五五"新开局，我国科技工作的发力点在哪里？高水平建设国际科技创新中心如何推进？怎样形成科 技创新和产业创新互融共促新格局？新华社记者采访了科技部党组书记、部长阴和俊。 统筹布局推动"十五五"科技工作 问：2026年是"十五五"开局之年，科技部将从哪些方面推动科技创新引领高质量发展？ 答：2025年，我国科技强国建设迈出坚实步伐，为培育新质生产力、推动高质量发展提供有力支撑。 2026年是深入推进科技强国建设的关键之年。科技部将坚持创新驱动，加强战略规划、政策措施、重大 任务、科研力量、资源平台、区域创新等方面统筹，发挥新型举国体制优势，提升国家创新体系 ...

Core Viewpoint - "Classic Guanghuo" is undergoing a transformation into "Tech Guanghuo," characterized by higher value and stronger core competitiveness, driven by technological innovation in Guangdong [2]. Group 1: Transformation of Guanghuo - Guangdong's industrial economy has evolved from a "world factory" to a "global innovation hub," leveraging technology to enhance its position in the global value chain [2]. - The province is focusing on future sectors such as biomanufacturing, low-altitude economy, and humanoid robots, marking a shift towards high-tech products [2]. Group 2: High-Tech Product Presence - Guangdong accounts for 40% of the country's industrial robots, 80% of service robots, 18% of integrated circuits, and 70% of global consumer drones, showcasing its significant role in high-tech manufacturing [3]. - Among 104 industrial products tracked by the National Bureau of Statistics, Guangdong holds over 10% share in 44 products and over 20% in 23 products [3]. Group 3: Smartphone Industry - Guangdong is the leading region for smartphone production in China, with one in three smartphones sold globally being manufactured by Guangdong enterprises [4]. - The province's smartphone industry is marked by strong technological innovation, particularly in core technologies such as chips, fast charging, and foldable screens [4]. - Companies like Huawei have broken foreign monopolies in high-end chips, while OPPO has introduced rapid charging technology that can charge a 4000mAh battery to 41% in just 5 minutes [4]. Group 4: AI Integration in Smartphones - Major brands in Guangdong, including Huawei and OPPO, are accelerating the integration of AI models into smartphones, marking a new phase in the industry [5]. - The Huawei Pura 80 series and vivo's X100 series are examples of smartphones utilizing advanced AI capabilities, with the latter being the first to run a 100 billion parameter model on a mobile device [5]. Group 5: Empowering Traditional Industries - Guangdong's manufacturing sector includes 31 major economic categories, with 15 ranking first nationally, indicating a robust industrial base [6]. - The textile and apparel industry in Guangdong is undergoing digital transformation, with significant advancements in smart manufacturing leading to increased efficiency [6]. - Companies like Xinlang Textile are innovating in functional fabrics, achieving a 40% increase in sales for outdoor functional clothing, significantly outpacing industry averages [7]. Group 6: R&D and Innovation - Guangdong is promoting R&D and innovation among enterprises, with companies like Yida Textile investing over 200 million yuan annually in research and development [8]. - The establishment of national-level technology centers and research stations supports the high-end transformation of traditional industries [8]. Group 7: Export Growth - Guangdong's high-tech products are experiencing strong export growth, with a 13.3% increase in high-tech product exports in the first half of 2025 [9]. - The successful export of autonomous cleaning robots by Pudutech to markets like ASEAN and the EU highlights the province's growing international presence [9].