下一步，国家发展改革委将按照党中央、国务院决策部署，会同各有关方面持续加强统筹协调，扎实推 进项目建设，推动尽快形成更多实物工作量，严格项目和资金闭环管理，确保中央资金用到实处，更好 发挥"两新"政策效能。 记者13日从国家发展改革委获悉，2025年超长期特别国债支持设备更新的1880亿元投资补助资金已于近 期下达完毕。 记者了解到，2025年以来，国家发展改革委会同有关部门和各地方优化设备更新支持范围，完善项目申 报审核标准，严格做好项目筛选把关，推动重点领域实施设备更新。下达完毕的1880亿元投资补助资金 用于支持工业、用能设备、能源电力、交通运输、物流、环境基础设施、教育、文旅、医疗、住宅老旧 电梯、电子信息、设施农业、粮油加工、安全生产、回收循环利用等领域约8400个项目，带动总投资超 过1万亿元。 (家电网® HEA.CN) ...

下一步，国家发展改革委将按照党中央、国务院决策部署，会同各有关方面持续加强统筹协调，扎实推 进项目建设，推动尽快形成更多实物工作量，严格项目和资金闭环管理，确保中央资金用到实处，更好 发挥"两新"政策效能。 今年以来，国家发展改革委会同有关部门和各地方优化设备更新支持范围，完善项目申报审核标准，严 格做好项目筛选把关，推动重点领域实施设备更新。下达完毕的1880亿元投资补助资金用于支持工业、 用能设备、能源电力、交通运输、物流、环境基础设施、教育、文旅、医疗、住宅老旧电梯、电子信 息、设施农业、粮油加工、安全生产、回收循环利用等领域约8400个项目，带动总投资超过1万亿元。 经济日报北京8月13日讯（记者顾阳）从国家发展改革委获悉，今年超长期特别国债支持设备更新的 1880亿元投资补助资金已于近期下达完毕。 ...

Group 1 - The core point of the article is that the National Development and Reform Commission has allocated 188 billion yuan in investment subsidies for equipment upgrades, supporting approximately 8,400 projects across various sectors, which is expected to drive total investment exceeding 1 trillion yuan [1] Group 2 - The investment subsidies are aimed at key areas including industrial and energy equipment, transportation, logistics, environmental infrastructure, education, cultural tourism, healthcare, residential elevator upgrades, electronic information, facility agriculture, grain and oil processing, safety production, and recycling [1] - The National Development and Reform Commission will continue to strengthen coordination and advance project construction to ensure effective use of central funds and enhance the effectiveness of the "Two New" policy [1]

Core Viewpoint - The National Development and Reform Commission (NDRC) has optimized the support for equipment updates, with a total investment of 188 billion yuan allocated for 2025 to support approximately 8,400 projects across various sectors, driving total investments exceeding 1 trillion yuan [1] Group 1: Investment and Funding - The 188 billion yuan investment subsidy for equipment updates has been fully allocated [1] - The funding supports projects in key areas such as industrial equipment, energy, transportation, logistics, environmental infrastructure, education, cultural tourism, healthcare, and more [1] - The initiative aims to enhance project construction and ensure effective use of central funds [1] Group 2: Project Management and Coordination - The NDRC will continue to strengthen coordination and management of projects to ensure timely progress and tangible outcomes [1] - There will be strict management of project and funding closures to ensure that the allocated funds are utilized effectively [1] - The focus is on maximizing the effectiveness of the "Two New" policy [1]

Group 1 - The National Development and Reform Commission (NDRC) has allocated 188 billion yuan in investment subsidies for equipment upgrades, supporting approximately 8,400 projects across various sectors, leading to a total investment exceeding 1 trillion yuan [1] - In the first half of the year, the industrial added value of large-scale industries increased by 6.4% year-on-year, with the equipment manufacturing sector seeing a significant growth of 10.2%, driven by a new wave of equipment upgrades and the "two new" policy [1] - Domestic investment in the purchase of equipment and tools rose by 17.3% year-on-year, contributing 86% to the overall investment growth, indicating strong demand for equipment upgrades in industries such as shipbuilding and motor manufacturing [1] Group 2 - The NDRC is promoting energy-saving and carbon-reduction transformations, encouraging enterprises to build ultra-efficient and zero-carbon factories, and exploring a "green manufacturing" model [2] - The NDRC plans to enhance coordination and project management to ensure effective use of central funds and maximize the impact of the "two new" policy [2]

（文章来源：证券时报） 下一步，国家发展改革委将按照党中央、国务院决策部署，会同各有关方面持续加强统筹协调，扎实推 进项目建设，推动尽快形成更多实物工作量，严格项目和资金闭环管理，确保中央资金用到实处，更好 发挥"两新"政策效能。 来源：国家发展改革委 今年1880亿元超长期特别国债支持设备更新投资补助资金下达完毕。 2025年以来，国家发展改革委认真贯彻落实党中央、国务院关于实施"两新"政策的决策部署，会同有关 部门和各地方优化设备更新支持范围，完善项目申报审核标准，严格做好项目筛选把关，推动重点领域 实施设备更新。近期，2025年超长期特别国债支持设备更新的1880亿元投资补助资金已下达完毕，支持 工业、用能设备、能源电力、交通运输、物流、环境基础设施、教育、文旅、医疗、住宅老旧电梯、电 子信息、设施农业、粮油加工、安全生产、回收循环利用等领域约8400个项目，带动总投资超过1万亿 元。 ...

Macro Dynamics - The State Administration for Market Regulation and the Ministry of Industry and Information Technology issued a draft notice emphasizing that driver assistance systems cannot be marketed as autonomous driving systems, requiring clear safety prompts and usage instructions for consumers [2] - The People's Bank of China reported that RMB deposits increased by 18.44 trillion yuan in the first seven months of the year, with household deposits rising by 9.66 trillion yuan [3][4] Financial Institutions - The approval for Ching Sze Wan Winnie to serve as the chairman of HSBC Life Insurance has been granted by the Shanghai Regulatory Bureau of the National Financial Regulatory Administration [7] Market Data - The Shanghai Composite Index rose by 0.48%, while the ChiNext Index increased by 3.62% on August 13, with a total market turnover of approximately 215.09 billion yuan [11] - The financing balance of the two markets increased by 8.09 billion yuan, with the Shanghai Stock Exchange reporting a balance of 1.0256 trillion yuan and the Shenzhen Stock Exchange reporting 988.21 billion yuan [12] Company Dynamics - Great Wall Military Industry experienced a significant stock price increase, achieving seven limit-up days in ten trading days, prompting a warning about potential stock trading anomalies [14][15] - Yandong Micro announced a reduction in the National Integrated Circuit Fund's shareholding from 7.07% to 6.99% [16] - CATL declared a cash dividend of 10.07 yuan per 10 shares for the first half of 2025, with a total payout of 4.411 billion yuan [17] - Jiangte Electric reported multiple mining and exploration rights in Yichun, with lithium resources exceeding 100 million tons, highlighting its significant lithium mining capabilities [22]

北交所定期报告 20250813 发改委超长期特别国债支持设备更新投资 补助资金下达完毕，北证 50 收涨 0.84% 证券研究报告·北交所报告·北交所定期报告 ◼ 今日新股：无 风险提示：个股盈利不及预期，行业竞争加剧，贸易摩擦加剧，政策不及 预期等。 2025 年 08 月 13 日 证券分析师 朱洁羽 执业证书：S0600520090004 zhujieyu@dwzq.com.cn 证券分析师 易申申 yuhy@dwzq.com.cn 证券分析师 薛路熹 执业证书：S0600525070008 xuelx@dwzq.com.cn 研究助理 武阿兰 执业证书：S0600124070018 wual@dwzq.com.cn 相关研究 《中美关税再次暂缓，三部门印发个 人消费贷》 2025-08-12 《新能源车拉动汽车出口增长，北证 50 指数收涨 1.18% 》 2025-08-11 执业证书：S0600522100003 yishsh@dwzq.com.cn 证券分析师 余慧勇 执业证书：S0600524080003 东吴证券研究所 1/7 请务必阅读正文之后的免责声明部分 [Table_Tag] [T ...

Core Viewpoint - The article highlights the allocation of 188 billion yuan in special long-term bonds to support equipment renewal investment, aiming to enhance various sectors and stimulate overall investment exceeding 1 trillion yuan [1]. Group 1: Investment Allocation - A total of 188 billion yuan in special long-term bonds has been allocated to support equipment renewal investments since 2025 [1]. - The funding will support approximately 8,400 projects across multiple sectors, including industrial, energy, transportation, and healthcare [1]. Group 2: Project Implementation - The National Development and Reform Commission (NDRC) is committed to optimizing the support scope for equipment renewal and improving project application standards [1]. - The NDRC will continue to strengthen coordination and ensure effective project management to maximize the impact of the funding [1].

Group 1 - The core point of the article is that the National Development and Reform Commission has allocated 188 billion yuan in special bonds to support equipment upgrades across various sectors, leading to a total investment exceeding 1 trillion yuan [1] Group 2 - The funding will support approximately 8,400 projects in diverse fields including industrial equipment, energy, transportation, logistics, environmental infrastructure, education, cultural tourism, healthcare, residential elevators, electronic information, facility agriculture, grain and oil processing, safety production, and recycling [1]