8月26日，正值珠海经济特区建立45周年纪念日，一场"珠海经济特区建立45周年理论座谈会"同步召 开。 珠海似乎用一场高规格"生日会"向外界亮出"野心"，为下一阶段产业突围与城市能级提升明确路径。南 方财经记者在现场留意到，与会专家围绕把珠海经济特区"办得更好、办得水平更高"积极建言献策，普 遍将产业升级与区域合作视为珠海未来发展的重点关键议题。 来自宏观经济、民营经济、科技创新、粤港澳合作、城市建设、文化建设等多个领域的国内知名专家汇 聚一堂，为珠海"划"了哪些"重点"？珠海又获得了哪些发展"秘籍"？ 中国宏观经济研究院市场与价格研究所所长申兵表示，珠海要扛起新时代赋予的新使命，将联通港澳和 内地的区位优势转化为国内国际双循环门户功能，将生态环境、产业基础和对外开放的综合优势转化为 国内外创新网络节点功能，将城市良治善治的先发优势转化为现代化城市建设新质效，努力建成中国式 现代化的城市样板。 广东省城乡规划设计研究院科技集团股份有限公司研发副总监潘裕娟表示，应集聚资源，把握科创、产 业资源回流中心城区的趋势，结合区位条件，做强做精由高新区、香洲城区和西部中心区组成的都市核 心区。同时应加快各类新场景的应用和 ...

新华社伊拉克苏莱曼尼亚8月25日电 中国驻伊拉克大使馆、驻埃尔比勒总领馆和苏莱曼尼亚大学中国研 究中心25日在伊拉克库尔德自治区（库区）苏莱曼尼亚共同举办纪念中国人民抗日战争暨世界反法西斯 战争胜利80周年主题研讨会，600余名中伊代表参会。 活动当天，中伊与会代表共同参观了纪念抗日战争胜利80周年图片展。（记者段敏夫 李军） 与会专家、学者和政商界代表在研讨会分论坛上就二战史观、中国式现代化发展成就等议题展开热烈讨 论。他们表示，历史不会忘记中国人民浴血奋战、为世界反法西斯战争胜利作出的重大牺牲和历史贡 献。和平和发展是各国人民的共同追求，愿以中伊建立战略伙伴关系10周年为契机，巩固各领域务实合 作成果。 中国驻埃尔比勒总领事刘军在闭幕致辞中表示，抗日战争胜利不仅是中华民族从百年屈辱走向民族复兴 的历史转折，也为重建战后国际秩序奠定了坚实基础。中国将坚定不移走和平发展道路，以三大全球倡 议为引领，推动构建人类命运共同体，为世界和平发展贡献中国力量。 中国驻伊拉克大使崔巍在开幕式上表示，80年前，中国人民经过长达14年艰苦卓绝的斗争，取得了抗日 战争的伟大胜利，宣告了世界反法西斯战争的完全胜利。中方愿同国际社 ...

Economic Growth - Shenzhen's GDP reached 3.68 trillion yuan in 2024, with 1.83 trillion yuan in the first half of 2025 [1] - The city has transformed from a small town with a GDP of only 2.7 million yuan in 1980 to a major economic hub [1] Innovation and Technology - Shenzhen has an average of 663 patent authorizations per day and 12.5 high-tech enterprises per square kilometer [2] - The city aims to become a global leader in low-altitude economy by establishing over 1,200 takeoff and landing points and 1,000 low-altitude commercial flight routes by the end of 2026 [6] - Shenzhen's R&D investment accounts for 6.46% of its GDP, with corporate R&D investment at 208.67 billion yuan, representing 93.3% of total R&D investment [10] Cultural Development - Shenzhen has evolved from being labeled a "cultural desert" to a vibrant cultural hub, hosting various cultural events and institutions [15] - The city has over 1,800 cultural facilities, contributing to a cultural industry revenue of 1.29 trillion yuan in 2024, accounting for 51.5% of Guangdong's total [18] Regional Collaboration - Shenzhen is enhancing its role in the Guangdong-Hong Kong-Macau Greater Bay Area, facilitating efficient flow of talent, technology, and capital [11] - The establishment of the Qianhai Cooperation Zone has attracted over 9,900 Hong Kong-funded enterprises, promoting cross-border collaboration [14] Future Outlook - Shenzhen is positioned to continue defining possibilities rather than merely proving miracles, focusing on sustainable and high-quality growth [4][20] - The city is actively exploring new areas such as synthetic biology and aerospace technology, aiming for breakthroughs in these "unmanned zones" [6]

于地方而言，当筑牢"主场"的发展根基。各地资源禀赋不同，各有自身的"主场优势"。但"主场优势"并 非一成不变，一些地方曾经因煤而兴、靠油而盛，后来却面临资源枯竭的困境。浙江义乌不仅保持"世 界超市"的优势，还向全球数贸中心跃迁，正是因为持续上演换"衣"记。河南郑州既非电影名城也无剧 作传统，何以跻身"微短剧重镇"？在于交通优势、文化底蕴与独特生产模式的创新整合。这也启示我 们，"主场"的真正价值，从来不是守着家底"吃老本"，而是把准时代脉搏，在大局中精准定位，在转型 升级中创造新优势。 体育赛场上，若球员消极懈怠，再熟悉的主场，也会爆冷出局；若球员热血拼搏，再陌生的客场，也有 可能逆风翻盘。于赛事主客场感悟胜负规律，能帮助我们更好地思考：如何将"主场优势"化为发展胜 势？ 主动作为是连桥。再优越的主场，若缺乏主观能动性，也只会"抱着水缸喊渴"。《黑神话：悟空》制作 人冯骥选择浙江杭州，看中的不仅有互联网氛围和高校资源，更是这里"可以静下心来做事情"。杭州 有"主场优势"，既得益于全省前瞻性布局"数字浙江"建设，又来自坚持"无事不扰、有求必应"的服务理 念与积极行动。主场优势与主动作为相互成就，日积月累的便是胜 ...

策略报告 | 投资策略专题 2025 年 08 月 26 日 吴开达 分析师 SAC 执业证书编号：S1110524030001 wukaida@tfzq.com 叶慧超 分析师 SAC 执业证书编号：S1110525030001 yehuichao@tfzq.com 相关报告 1 《投资策略：中观景气度高频跟踪及 运用-中观景气度数据库和定量模型应 1. "十四五"整体回顾 用》 2025-08-25 2021 年我国发布《中华人民共和国国民经济和社会发展第十四个五年规划 和 2035 年远景目标纲要》，是我国开启全面建设社会主义现代化国家新征 程、向第二个百年奋斗目标进军的纲领性文件。 "十四五"是向 2035 愿景迈进的第一个五年。主要目标为：经济发展取得 新成效；改革开放迈出新步伐；社会文明程度得到新提高；生态文明建设实 现新进步；民生福祉达到新水平；国家治理效能得到新提升。 2. 历次三中全会与五年规划关系 党的十八届三中全会审议通过的《中共中央关于全面深化改革若干重大问题 的决定》指出，"经济体制改革是全面深化改革的重点，核心问题是处理好 政府和市场的关系，使市场在资源配置中起决定性作用和更好发挥 ...

Core Viewpoint - Shenzhen has transformed from a small fishing village into a global innovation hub over 45 years, showcasing the vitality of socialism with Chinese characteristics through its economic growth and reform initiatives [1][2][3]. Group 1: Historical Development - Shenzhen established as the first Special Economic Zone 45 years ago, aiming to break through barriers and achieve rapid economic growth [2]. - The city has become synonymous with innovation and entrepreneurship, exemplified by the rapid development of the Shenzhen speed and the emergence of tech giants like Tencent [2][3]. Group 2: Recent Reforms and Initiatives - In 2019, the Central Government issued opinions to support Shenzhen as a pilot for comprehensive reforms, enhancing its role as a model for Chinese modernization [3]. - Over the past five years, Shenzhen has made significant strides in market-oriented reforms, including data marketization and new industry legislation, resulting in 48 replicable experiences promoted nationally [3][4]. Group 3: Economic Performance - Shenzhen's foreign trade has shown resilience, with its total import and export volume expected to rank first among Chinese cities in 2024, driven by new business models like cross-border e-commerce [4]. - The city has achieved a research and development investment of 6.46% of GDP in 2024, leading the nation in international patent applications [5]. Group 4: Future Challenges and Aspirations - Shenzhen faces challenges in reforming complex issues, such as international competition and public service gaps in education and healthcare [6]. - The city is expected to continue embodying the spirit of innovation and reform, contributing to the construction of socialism with Chinese characteristics [6].

Core Viewpoint - Shenzhen has transformed from a manufacturing hub to an innovation city, showcasing its journey of hard-core innovation in the context of China's modernization [3] Group 1 - Shenzhen's evolution from "processing trade" to a leader in innovation reflects its significant growth and adaptation [3] - The city has shifted from being a "follower" that borrowed international rules to a "leader" that sets cutting-edge standards [3] - Shenzhen is characterized as a city that is always in progress, continuously writing a remarkable chapter in the journey of modernization [3]

8月25日，2025欧亚经济论坛新闻发布会在西安召开，介绍西安市论坛筹备保障等情况。 据了解，经国务院批准，2025欧亚经济论坛将于9月23日至25日在西安举办，主题为"聚合欧亚新动 能 共筑可持续发展新格局"。论坛由陕西省人民政府、上海合作组织秘书处、国家开发银行、中国进出 口银行、上海合作组织睦邻友好合作委员会和国际欧亚科学院中国科学中心共同主办，西安市人民政府 承办。 论坛将邀请上海合作组织成员国、观察员国、对话伙伴国，共建"一带一路"国家及中亚、南亚、西 亚相关国家政要、部长级官员、地方省州长、重要国际组织代表，相关国家驻华使节，国内外友好城市 代表，知名跨国公司负责人和专家学者等重要嘉宾参会。 本届论坛秉持"依托上海合作组织、服务'一带一路'建设、落实中国—中亚峰会成果、促进地方经 济发展"的宗旨，采取"1+5+3+1"的举办模式。"1"即开幕式暨全体大会；"5"即产能合作、规则共建、人 文交融、科技创新、协同治理五大论坛板块，设置13场分会；"3"即经贸交流、文化交流、《共建"一带 一路"之欧亚经济观察》报告发布3项活动；"1"即1项机制，成立智库联盟。 论坛组委会委员、西安市副市长牛恺表示，与往 ...

风正好扬帆，奋斗正当时。坚持以习近平新时代中国特色社会主义思想为指导，始终站稳人民立场，始 终坚持改革创新，凝心聚力、踔厉奋发，我们定能书写民政事业高质量发展新篇章，为奋力谱写中原大 地推进中国式现代化新篇章作出新的更大贡献。（河南日报评论员） 责任编辑： 路娇 治政之要在于安民，安民之道在于察其疾苦。在党和国家各项事业中，民政工作关系民生、连着民心， 是社会建设的兜底性、基础性工作。党的十八大以来，以习近平同志为核心的党中央高度重视民政工 作。习近平总书记对民政工作作出一系列重要论述和指示批示，深刻阐述了民政工作的职责定位、宗旨 使命、目标方向、任务举措等重大理论和实践问题，为新时代民政事业发展提供根本遵循。 护民生发展，守为民初心。近年来，我省积极完善城乡养老服务设施，初步建成覆盖县、乡、村的三级 养老服务设施网络，实现街道和社区养老服务全覆盖，建成1万个村级幸福院。通过"大数据+铁脚板"机 制，依托低收入人口动态监测平台，将529万脱贫人口等纳入监测，累计预警19.7万户困难家庭，入户 核实后帮扶14.9万人。儿童福利方面，自2019年以来4次提高孤儿和事实无人抚养儿童养育标准，实施 助学和医疗康复项目 ...

Core Insights - Shenzhen has transformed from a small fishing village into a global innovation hub over 45 years, driven by reform and opening-up policies [2][3] - The city is now the third-largest economy in China, leading in foreign trade and home to over 25,000 national high-tech enterprises [2][4] - Shenzhen's success is attributed to its unique combination of historical timing, geographical advantages, and a culture of inclusivity [3][7] Economic Development - Shenzhen's economic reforms have entered a "deep water zone," with significant breakthroughs in market-oriented resource allocation and urban planning [4] - The city has implemented 48 reform experiences that have been promoted nationally, showcasing its role as a "special zone within a special zone" [4][5] Trade and Openness - Shenzhen's trade has shown resilience, with new business models like cross-border e-commerce and digital trade emerging, leading to a projected increase in foreign trade volume in 2024 [5] - The city is actively aligning with high international trade standards, enhancing its role in global economic integration [5] Technological Innovation - Shenzhen has made significant strides in technology innovation, with a focus on integrating innovation chains, industry chains, and talent [6] - The city's R&D investment reached 6.46% of GDP in 2024, with a leading position in international patent applications [6] Future Outlook - Shenzhen's mission has evolved to become a model for Chinese-style modernization, with a commitment to continuous reform and innovation [3][7] - The city faces challenges in areas such as education, healthcare, and housing, but remains determined to contribute to the development of socialism with Chinese characteristics [7][8]