责任编辑：何俊熹 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：募格学术 期间，市领导到东华大学国家大学科技园概念验证成果转化中心，听取东华大学校长项延训和中国科学 院院士、先进纤维材料全国重点实验室主任、东华大学教授朱美芳等关于校地企合作、园区重塑工作和 先进纤维材料全国重点实验室松江科创基地建设情况介绍，察看最新研发成果及小试中试、产业化落地 进展，十分关心大学科技园在人才培养、成果转化、推动科研与产业结合等方面的创新实践，同校、地 及部门负责同志作了深入交流，叮嘱大学科技园建设要彰显大学属性、紧贴大学发展，更好吸引和便利 年轻人创新创业。要做好产业"生态园丁"，及时跟进知识产权保护等专业服务，让创新活动高频涌现、 让创新要素高度互动，不断催生新质生产力。 | 直页 / 东华要闻 | 新 闻 中 心 | | --- | --- | | | 陈吉宁在松江区调研，期间察看我校最新研发成果及小试 | | | 中试、产业化落地进展 | | 0 | 发布时间:2026-02-24 发布部门:东华大学国家大学科技园、先进纤维材料全国重点实验室 | | D கூ | 2月24日是春节后 ...

1. Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints of the Report - The BOC GEM 50 Index (026770/026771) is an over - the - counter passive index product of BOC Fund, which focuses on the GEM, selects stocks with strong liquidity, and has prominent technology - growth attributes, high R & D investment, and high - quality fundamentals. It performs well in a growth - dominant environment and has an advantage in rebound strength. The fund manager, BOC Fund, has rich experience and management scale [2][39]. 3. Summary According to the Directory 3.1 Index Features - **Index Compilation Method**: The GEM 50 Index consists of 50 stocks with large average daily trading volume in the GEM market, focusing on sample stock liquidity and highlighting investment attributes. It selects stocks by considering the average daily trading volume in the past 6 months and industry coverage, using free - float market capitalization weighting and adjusting every six months [7][8]. - **Weight and Market Value Distribution**: As of January 31, 2026, the index has 50 constituent stocks, with the top ten constituent stocks accounting for 65.27% of the total weight. The weight is highly concentrated in stocks such as CATL, Zhongji Xuchuang, and Xinyisheng. The average free - float market value of constituent stocks is 9.0192 billion yuan, and the average total market value is 14.3456 billion yuan, mainly concentrated between 2 billion and 5 billion yuan [9][12]. - **Industry Characteristics**: The index has prominent technology - growth attributes and is highly in line with new - quality productivity. The constituent stocks are concentrated in the power equipment and communication industries, with 9 stocks in each, accounting for 31.03% and 24.91% respectively. Compared with the GEM Index, it excludes industries with less prominent technology attributes such as agriculture, forestry, animal husbandry, and fishery, and has stronger growth attributes [17][22]. - **Fundamental Characteristics**: The GEM 50 Index further strengthens the innovation - growth attribute on the basis of the GEM Index. The R & D investment as a proportion of operating income reaches nearly 6%, and the annual return on net assets from 2020 to 2024 is between 14% and 20%, surpassing other representative broad - based indices [23][27]. 3.2 Index Investment Value Analysis - **Outstanding Performance in a Growth - Dominant Environment**: The GEM 50 Index focuses on GEM stocks with technology - growth attributes and performs well in a growth - dominant environment. Its cumulative returns in a growth - dominant environment far exceed those of the GEM Index and the China Securities Growth Index. The weekly average return in a growth - dominant environment since 2014 is 2.56%, higher than other indices [28][32]. - **Advantage in Rebound Strength**: Affected by the sector attributes, the GEM 50 Index is unique in the environment of sharp rises or rebounds. In the rebounds in 2022.4, 2024.9, and 2025.4, it shows a high rebound strength, and the rebound interval returns generally exceed those of comparable indices [36]. 3.3 BOC GEM 50 Index (026770/026771) - It is an over - the - counter passive index product of BOC Fund, starting to be raised on February 24, 2026, with a raising period from February 24 to March 13, 2026. The current fund managers are Ms. Li Nian and Mr. Yao Jin. The fund closely tracks the underlying index, aiming to minimize the tracking deviation and tracking error, with a management fee rate of 0.50% and a custody fee rate of 0.10% [39]. 3.4 Fund Manager and Fund Manager Information - **Fund Manager Introduction**: BOC Fund is a Sino - foreign joint - venture fund management company jointly established by the Bank of China and BlackRock. It currently manages 14 passive index products, with a total scale of 1.0043 billion yuan [41]. - **Fund Manager Introduction**: Ms. Li Nian has 9 years of securities experience, with a total scale of 299 million yuan in managed products. Mr. Yao Jin has 12 years of securities experience, with a total scale of 278 million yuan in managed products [43][44].

Core Viewpoint - The article emphasizes the strategic focus of Jiangsu, Zhejiang, and Anhui provinces in enhancing the business environment, advancing artificial intelligence, and deepening new quality productivity as part of their development plans for 2026, marking the beginning of the "14th Five-Year Plan" [1] Business Environment Upgrade - The business environment is identified as a core competitive arena for regional development, with various cities in the Yangtze River Delta prioritizing its optimization through institutional innovation and improved services [2] - Jiangsu's provincial meeting highlighted the importance of creating a favorable entrepreneurial ecosystem, focusing on resource allocation to meet enterprise needs and promoting institutional openness [2] - Nanjing's action plan for 2026 reflects a significant upgrade in its business environment policies, evolving from version 1.0 to 8.0, which has become a driving force for urban development [2] - Changzhou's conference aimed at enhancing the business environment through five dimensions, including market and legal environments, and emphasized the importance of transparent policies and efficient service [3] - Anhui's latest economic stabilization policies focus on stimulating business vitality and supporting high-quality mergers and acquisitions, with a budget of at least 350 million yuan for consumer promotion [4] Artificial Intelligence Advancement - Artificial intelligence is recognized as a key driver of technological revolution and industrial transformation, with local governments implementing "AI+" initiatives to empower various sectors [5] - Jiangsu plans to enhance AI innovation and application, aiming to cultivate leading AI enterprises and integrate AI deeply with the real economy [5] - Hangzhou aims to become a leading city in AI innovation, targeting a 20% revenue growth in core AI industries [5][6] - Anhui is focusing on AI as a major project, with plans to establish 14,000 5G base stations and enhance computing power to support AI industry development [6] New Quality Productivity Development - New quality productivity is viewed as a central theme in the regional development strategy, with a focus on technological innovation and modern industrial system construction [7] - Jiangsu is working towards a modern industrial system centered on advanced manufacturing, promoting the integration of technology and industry [7] - Anhui has reported significant growth in technology-based SMEs and high-tech enterprises, with a focus on enhancing innovation capabilities and establishing high-level scientific platforms [8] - Zhejiang emphasizes the integration of new quality productivity with common prosperity, with local strategies supporting balanced development and public service improvements [9]

一、修订背景 二、修订过程 自2024年启动新一轮《目录》修订工作以来，商务部赴多地开展调研，通过走访、座谈、问卷调查等方 式深入了解地方政府部门和服务进口企业对原《目录》实施效果，广泛听取有关行业协会和研发设计、 环境服务、医疗健康等领域服务贸易重点企业对《目录》修订的意见建议，组织专家研究论证，提出 《目录》修订方案。此后，两轮征求中央网信办、国家发展改革委等相关部门意见，进一步对修订稿进 行完善，履行相关审查评估程序后，最终形成《目录》发布稿。 2026年2月10日，商务部等7部门联合发布修订版《鼓励进口服务目录》(以下简称《目录》)。商务部、 国家发展改革委、财政部、生态环境部、国家知识产权局2019年第14号公告同时废止。《目录》是引导 和支持服务贸易创新发展的重要政策性文件，是我国主动扩大进口、实现高质量发展的重要举措。本次 修订增加了鼓励进口有利于产业发展和公众健康的服务内容，对原有鼓励进口服务内容进行了优化调 整，对促进相关领域产业发展、提高人民生活品质、推动高质量发展和高水平开放具有重要意义。 党中央、国务院高度重视发展服务贸易。习近平总书记多次就相关工作作出重要指示。为贯彻落实党中 央、国 ...

新春伊始，万象更新。年味尚未散尽，连云港市海州区各大重点项目建设现场已是一片热火朝天的繁忙景象，全区复工复产工作全面提速。机械轰鸣作 响，工程车辆往来穿梭，建设者们迅速从"春节模式"切换至"奋斗模式"，以时不我待、真抓实干的劲头抢工期、赶进度、保质量，在全区掀起项目建设新 热潮，为新年高质量发展开好局、起好步。 通讯员赵威娜刘雪明黄新茹郑娜扬子晚报/紫牛新闻记者张凌飞 校对朱亚萍 产业项目建设现场同样涌动着奋进的热潮，成为海州培育新质生产力的生动实践。百川医疗器械半成品制造项目工地，桩机正加紧打桩，桩基施工按计划 有序推进，项目施工许可证已办理完毕，为后续全面开工筑牢合规基础。该项目总投资2.2亿元，新建2万平方米厂房，投产后将年产血氧仪、血压计各 2000台，填补区域医疗器械半成品制造领域空白。同合电器智能电器柜检测车间项目现场亦是一派忙碌，桩基施工稳步开展，807平方米的检测车间建成 后将配备激光焊机、各类专业检测仪器，大幅提升企业生产和检测效率。 黄海勘探年产1800台套钻探设备项目建设则进入收尾攻坚阶段，办公楼消防照明系统安装完毕等待验收，铆焊车间、油漆喷砂间正进行固化地坪施工。该 项目占地116.7 ...

齐鲁晚报.齐鲁壹点马小杰 春光为序开新局，跃马扬鞭踏征程。2月25日，农历正月初九，年味尚未散去，潍坊全市工作动员大会已擂响新征程的战鼓。会议发出动员令，号召全市 上下向着"冲击万亿城、打造副中心"的目标奋力冲刺。在这场凝心聚力、击鼓催征的"新春第一会"上，"六个坚定不移"勾勒出全年发展的路线图，其 中，"坚定不移抓人工智能"被摆在第二的位置，格外引人注目。 当新一轮科技革命加速突破，当区域竞争从"规模比拼"转向"创新较量"，人工智能已成为决定城市未来位势的关键变量。潍坊此时将人工智能置于战略高 度，并非一时兴起，而是有着深刻的考量——领先半步，才能处处主动。 01底气与信心 潍坊何以敢在人工智能赛道"坚定不移"？底气，源于厚实的产业家底。 位列全国先进制造业百强市第32位的潍坊拥有动力装备、高端化工、新一代信息技术、食品工业、汽车制造5个千亿级产业集群。这正是人工智能应用落 地最丰沃的"试验田"。当豪迈的五轴加工机床装上"智慧大脑"，当潍柴的动力总成融入AI算法，当歌尔的声学器件连接元宇宙——传统制造与前沿技术的 碰撞，正在催生一场深刻的产业变革。 更重要的是，潍坊在人工智能硬件制造领域早已落子布局。鼓励歌 ...

展望后市，华泰证券在研报中预计，2026年险资仍将积极入市，二级权益类仓位将继续上升，但上升幅 度将较2025年有所收敛，二级权益和债券的配置将较2025年更为均衡。此外，业内人士表示，保险资管 机构将继续加强对科技创新、新质生产力等重点领域优质上市公司的跟踪和挖掘。 数据显示，截至2月24日，今年以来已披露最新净值的保险资管产品共有1602只，其中今年以来实现区 间正收益的产品占比高达93.2%。 分类型来看，固收类保险资管产品仍占据较多席位，业绩表现整体较为稳健，在1098只固收类产品中， 有1038只产品今年以来实现正收益；权益类保险资管产品有269只，今年以来有245只产品实现正收益； 混合类保险资管产品有220只，今年以来有195只产品实现正收益。 （来源：财闻） 在1098只固收类产品中，有1038只产品今年以来实现正收益。 ...

Group 1 - The conference in Fuzhou emphasized the importance of the private economy, signaling strong support for private entrepreneurs and a commitment to optimizing the business environment [2][4] - Approximately 700 representatives from various sectors, including private enterprises, government, financial institutions, and academic organizations, attended the event to discuss high-quality development of the private economy [4] - The event showcased a collaborative spirit among local businesses, with leaders from different industries expressing gratitude for the consistent support from the local government [5][6] Group 2 - Fuyao Glass, a local enterprise, highlighted its growth from a small workshop to a multinational company with over 35% market share globally, attributing its success to the support from the local government [6][8] - The chairman of Fuyao Glass suggested that traditional manufacturing should embrace digital transformation and that a mechanism for regular engagement between private enterprises and government should be established to foster a conducive business environment [8] - The chairman of Chunlun Group reflected on the positive changes in the business environment, noting the government's commitment to high-quality development and service to the market [10][12] Group 3 - The conference also focused on emerging industries, with a particular emphasis on the low-altitude economy, which is seen as a strategic area for growth [15][17] - Fujian Lingxin Information Technology Co., a national high-tech enterprise, reported significant advancements in core technology and market positioning within the low-altitude economy, supported by favorable local policies [17] - A total investment exceeding 25.8 billion yuan was announced during the conference, covering key sectors such as new information technology, new energy vehicles, and cultural tourism [19] Group 4 - The event highlighted the return of entrepreneurs to Fuzhou, with local businesses expressing a desire to contribute to the region's development while maintaining their roots [21] - The chairman of Huayao Chuangke Technology Group shared plans to relocate the company's headquarters back to Fuzhou, emphasizing the importance of integrating business growth with local development [21] - The conference illustrated a broader vision for Fuzhou's economic landscape, focusing on inheritance, integrated development, and global outreach [24]

Group 1: Company Overview - Yunnan Tin Company has a comprehensive industrial structure integrating exploration, selection, smelting, deep processing, and new material research of non-ferrous metals such as tin, indium, zinc, and copper [2][3] - The company achieved an operating income of CNY 34.417 billion in the first three quarters of 2025, a year-on-year increase of 17.81% [3] - The net profit attributable to shareholders reached CNY 1.745 billion, up 35.99% year-on-year [3] Group 2: Strategic Planning - The company emphasizes resource expansion as a long-term development strategy, planning to optimize mining production layout and enhance resource reserves [4] - It aims to increase tin resource reserves to support sustainable development and ensure national strategic metal resource security [4] Group 3: Market Insights - The global tin supply is expected to face challenges due to tightening policies in Southeast Asia and limited new mining projects, leading to a slight contraction in production [5][6] - Tin demand is projected to grow due to its essential role in the renewable energy and electronics sectors, driven by advancements in energy transition and artificial intelligence [5][6] Group 4: Resource Utilization and Production - The company plans to establish three tailings resource utilization bases to enhance the economic benefits and recovery rates of tailings [6] - The indium production base in the Dulong mining area holds the largest primary indium reserves globally, with production expected to positively impact performance due to rising market prices [6] Group 5: Operational Challenges - Despite a slight increase in tin smelting processing fees in 2026, the current fees remain low, prompting the company to focus on refining production and cost reduction strategies [6]

一季度，佛山计划新开工重大项目101个（含省、市重点项目），总投资873.09亿元，年度计划投资 158.04亿元，主要呈现出"快、新、暖、稳"的鲜明特征。 2026年2月25日，正月初九上午，佛山市2026年新春重大项目动工现场会暨大湾区（南海）智能电力装 备创新谷启动仪式，在南海区九江镇举行，以"开局即决战、起步即冲刺"的昂扬姿态，吹响全年高质量 发展的冲锋号。 数据显示，今年佛山全市共谋划安排省、市重点建设正式项目628项，总投资达8728.09亿元，年度计划 投资1206.12亿元。其中，一季度，佛山计划新开工重大项目101个（含省、市重点项目），总投资 873.09亿元，年度计划投资158.04亿元。 值得关注的是，2026年，佛山"环两江"先行区建设进入"全面铺开" 的关键阶段，今年先行区重点项目 数量和投资规模实现大幅增长，安排重点项目287个，同比增长61%，总投资3357.5亿元，同比增长 87%，年度计划投资471.3亿元。 全年省、市重点建设项目总投资达8728.09亿元 重大项目是推动高质量发展的"压舱石"，是再造一个新佛山的"动力源"，作为"十五五"开局之年的关键 抓手，佛山2026 ...