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理臣中国李亚:深耕资本二十年 以创新共生逻辑锚定“十五五”企业成长新航向
Core Insights - The event focused on "Resilient Growth and Value Coexistence" and aimed to discuss new paths for capital markets to empower corporate innovation and development [1] - Li Ya, a seasoned capital practitioner, emphasized the symbiotic relationship between capital and innovation, which is crucial for a company's listing and long-term growth [1] Group 1: Innovation Capability - Companies must have strategic determination, placing innovation at the core of their development [3] - An open mindset is essential, connecting with high-end technology resources and engaging with frontline markets and employees [3] - Companies need to cultivate execution resilience to address financial pressures and various obstacles during the innovation process [3] Group 2: Capital Services Role - Li Ya highlighted the characteristics of a "capital partner" in the new era, advocating for long-term commitment and deep involvement with companies [4] - The company has been supporting 13 pre-IPO firms, providing not just funding but also integrating various resources to empower industrial development [4] - Quality capital should act as a strategic partner, value discoverer, and risk sharer, becoming a co-builder of innovation [4] Group 3: Development Opportunities - Companies should enhance policy sensitivity to seize resource opportunities and capitalize on policy dividends through mergers, acquisitions, and joint incubation [4] - Capital providers need to align with national industrial policy directions, focusing on quality sectors and companies to support innovation-driven development [4] - Li Ya's insights provide a practical framework for the collaboration between capital markets and real industries, guiding companies to seize opportunities during the "14th Five-Year Plan" period [4]
国台办:一如既往积极支持两岸产业合作,助力台商台企在大陆更好发展
Xin Hua She· 2025-12-24 08:11
新华社北京12月24日电(田翔宇、李妍)国务院台办发言人彭庆恩24日在例行新闻发布会上应询表示, 我们将一如既往积极支持两岸产业合作,不断完善促进两岸经济文化交流合作的制度和政策、深化两岸 融合发展,帮助广大台商台企把握"十五五"发展机遇,助力台商台企在大陆更好发展。 有记者问:近日,2025两岸企业家峰会年会在南京举行,受到广泛关注。与会两岸工商界人士围绕把 握"十五五"机遇、深化两岸产业链供应链融合发展等议题深入交流,一致认为"十五五"规划实施将为两 岸经济合作开辟更广阔空间。对此有何评论?彭庆恩答问时作上述表示。 彭庆恩表示,本次峰会年会是在大陆即将进入"十五五"规划开局之年召开的一次两岸企业界交流合作盛 会,对台商台企把握"十五五"规划制定实施的时代机遇,加快融入新发展格局、参与高质量发展,深化 两岸产业链供应链融合发展,具有重要意义。中共中央政治局常委、全国政协主席王沪宁在年会致辞表 示,中共二十届四中全会对"十五五"时期发展作出顶层设计和战略擘画,必将为推动两岸经济合作和共 同发展注入新动力,为推动两岸关系和平发展、推进祖国统一大业开辟新前景。希望广大台胞台企更好 为共同壮大中华民族经济、共同创造 ...
工业母机ETF(159667)近20日净流入超2.5亿元,“十五五”规划为行业定调
Mei Ri Jing Ji Xin Wen· 2025-12-24 07:39
Group 1 - The core viewpoint of the article emphasizes the importance of original innovation and breakthroughs in key core technologies as outlined in the "14th Five-Year Plan," particularly in sectors such as integrated circuits, industrial mother machines, high-end instruments, basic software, advanced materials, and biomanufacturing [1] - The plan aims to cultivate and expand emerging and future industries, accelerating the development of strategic emerging industry clusters in areas like new energy, new materials, aerospace, and the low-altitude economy [1] - The mechanical industry is expected to see a gradual release of equipment upgrade demands under the backdrop of increasing automation and intelligence, benefiting cyclical sectors such as construction machinery, rail transit, machine tools, and laser processing equipment [1] Group 2 - The Industrial Mother Machine ETF (159667) tracks the China Securities Machine Tool Index (931866), which selects 50 listed companies involved in the manufacturing and servicing of machine tools and key components from the Shanghai and Shenzhen markets [1] - This index reflects the overall performance of listed companies in the machine tool industry, with a high concentration in the machinery equipment sector, focusing primarily on the manufacturing industry [1]
以“五个中心”为主攻方向 统筹牵引经济社会发展工作 龚正主持市政府党组会议
Jie Fang Ri Bao· 2025-12-24 01:42
Group 1 - The core objective is to accelerate the establishment of a world-class socialist modern international metropolis, with a detailed development blueprint for Shanghai over the next five years and beyond [2] - The focus will be on the construction of the "Five Centers," which will drive economic and social development, enhancing core functions and promoting integrated development [2] - There is an emphasis on expanding domestic demand, upgrading consumer goods, stimulating service consumption, and increasing inbound consumption [2] Group 2 - The transition from the "14th Five-Year Plan" to the "15th Five-Year Plan" is critical, with early deployment and implementation of various initiatives being essential for overall growth [3] - There will be a strong commitment to stabilizing growth, with proactive arrangements for major policies and initiatives [3] - A focus on improving public services and enhancing employment and income for citizens is prioritized, alongside safety measures to prevent major accidents [3]
为“十五五”提供坚实法治保障 市人大常委会党组召开扩大会议
Jie Fang Ri Bao· 2025-12-24 01:42
会议强调,要深刻领会市委《建议》的总体要求和战略举措,准确把握"十五五"时期上海经济社会 发展的指导思想、重要原则、目标任务,牢牢把握"四个放在""四个以"的要求,聚焦加快建设"五个中 心"、深化高水平改革开放、建设现代化人民城市等重大任务,科学谋划高质量立法,持续提升监督质 效,充分发挥代表作用,推动全过程人民民主更好融入城市治理现代化,为上海加快建成具有世界影响 力的社会主义现代化国际大都市取得决定性进展作出积极贡献。要按照"五个聚力"要求,精心谋划安排 好明年立法、监督、代表等各项工作,以走在前列的担当作为,为上海"十五五"开好局、起好步提供坚 实法治保障。 记者 王海燕 市人大常委会党组昨天召开扩大会议,传达学习十二届市委八次全会精神。市人大常委会主任、党 组书记黄莉新主持并讲话,要求认真学习贯彻市委全会精神,紧扣中心大局,依法履职尽责,奋力开创 新征程上海人大工作高质量发展新局面。 会议指出,十二届市委八次全会是在我市深入学习贯彻党的二十届四中全会和习近平总书记考察上 海重要讲话精神,收官"十四五"、谋篇"十五五"的关键时间召开的一次十分重要的会议。要把学习贯彻 市委全会精神作为市人大常委会当前和今 ...
钢材出口“以价换量”逻辑延续
Qi Huo Ri Bao· 2025-12-24 01:23
近5年中国钢材出口量持续增长,2025年钢材净出口量比2021年累计增长近6000万吨,年均增幅为 20%。 2025年中国钢材出口增量体现在钢坯方面。前9个月,钢材和钢坯出口量同比增长21%,其中钢材净出 口量增长10.7%(807万吨),而钢坯净出口量增长460%(1012万吨)。预计全年钢材和钢坯净出口量 增长近2000万吨,需求占比2%。 2025年钢坯出口量大幅增长的原因是:一方面东南亚国家对中国热卷实施反倾销政策;另一方面钢坯出 口利润比其他成品材更高。 从钢坯出口流向看,今年钢坯出口占比大的国家依次是印尼(19%)、菲律宾(14%)、土耳其 (11%)、意大利(10%)、泰国(9%)和沙特(8%)。钢坯出口占比大的国家受两方面因素驱动, 一方面是东南亚经济向好的国家城镇化进程用钢需求;另一方面是共建"一带一路"国家的基建需求。 2025年中国钢材和钢制品出口增长明显,带动钢材产量呈现增长态势,增量主要来自两个方面:一方面 是钢材净出口延续增长;另一方面是以机电产品为代表的出口增长,带动制造业用钢需求增加。同时也 需注意,以房地产为代表的内需预期依然偏弱,是钢材需求的主要拖累项。 伴随中国城镇化和 ...
坚定信心鼓足干劲,确保“十五五”开好局起好步——省委经济工作会议精神在全省引发热烈反响
Da Zhong Ri Bao· 2025-12-24 01:15
Economic Development Goals - The Shandong Provincial Economic Work Conference outlined the economic goals for 2026, emphasizing the need for a systematic approach to achieve quality and reasonable growth in the economy [1] - The conference highlighted the importance of integrating short-term goals with long-term planning to lay a solid foundation for high-quality economic and social development during the 14th Five-Year Plan period [1] Consumer Demand and Market Expansion - A key focus for 2026 is to significantly expand domestic demand, with initiatives to boost consumption through special actions and income increase plans for urban and rural residents [1] - Qingdao's strategy includes enhancing product quality and variety, promoting the "Lego Qingdao" brand, and developing a multi-faceted consumption network that combines online and offline channels [2] Modern Industrial System - Strengthening the modern industrial system is a priority, with a specific emphasis on cybersecurity as a growing demand in the new era [3] - Shandong Yusheng Intelligent Technology Co., Ltd. aims to become a leading enterprise in the cybersecurity sector by developing innovative products and collaborating with various sectors [3] Foreign Trade and Open Economy - Despite challenges, Shandong's foreign trade showed resilience, with a total import and export value of 3.19 trillion yuan, a 4.6% increase year-on-year [4] - The conference called for enhanced high-level openness, including the implementation of free trade zone strategies and reforms to align with international trade standards [4] Aerospace Industry Development - The conference provided strategic guidance for the development of the Dongfang Aerospace Port, focusing on enhancing capabilities in solid and liquid rocket testing and exploring sea-based launch options [5] - The Dongfang Aerospace Port aims to build a comprehensive commercial aerospace industry system, leveraging innovation platforms to advance key technologies [5]
智汇齐鲁 强省有我 山东邀您为2026年发展建言献策
Da Zhong Ri Bao· 2025-12-24 01:07
山东省政府工作始终坚持问计于民、问需于民,将群众智慧作为推动工作的重要力量。五年来,由 山东省人民政府网举办的建言献策征集活动,已成为连接政府与千万群众的连心桥,省内外网友的智慧 笔触,正共同书写着新时代高质量发展的动人诗行。 今年的"智汇齐鲁 强省有我——2026年山东省政府工作邀您建言献策"活动,重点围绕山东发展关 键领域,设有"建设北方地区经济重要增长极""加快建设绿色低碳高质量发展先行区""打造高水平对外 开放新高地"等17类话题。从12月23日起,社会各界人士可登录山东省人民政府网及大众新闻、齐鲁晚 报·齐鲁壹点、齐鲁网·闪电新闻等相关网站和平台,在"智汇齐鲁 强省有我——2026年山东省政府工作 邀您建言献策"征集活动板块留下您的真知灼见。征集的意见将分类整理后上报或转有关部门,并择优 吸纳进2026年山东省政府工作报告和今后的工作安排。 2026年是"十五五"规划开局之年,山东省两会承载着全省人民对新时代社会主义现代化强省建设的 共同期盼,为广泛深入察民情、听民声、汇民智,从12月23日起至2026年山东省两会闭幕,由山东省十 四届人大四次会议《政府工作报告》起草工作专班、山东省人民政府研究室主 ...
广发期货:钢材出口“以价换量”逻辑延续
Qi Huo Ri Bao· 2025-12-24 00:34
2025年中国钢材和钢制品出口增长明显,带动钢材产量呈现增长态势,增量主要来自两个方面:一方面 是钢材净出口延续增长;另一方面是以机电产品为代表的出口增长,带动制造业用钢需求增加。同时也 需注意,以房地产为代表的内需预期依然偏弱,是钢材需求的主要拖累项。 伴随中国城镇化和工业化进程,中国钢材需求量持续增长,2020年表观需求量达到10.08亿吨峰值, 2021年随着地产行业下滑,钢材需求量见顶回落。根据世界钢协数据,2024年中国钢材需求量8.6亿 吨,与2020年相比累计下滑15%。 中国钢材需求主要分为建筑需求和制造业需求。建筑需求主要指房地产行业和基建行业;制造业主要的 用钢行业有机械、汽车、造船、新能源、家电和集装箱等。近几年随着中国经济结构转型,钢材需求呈 现建筑需求占比持续下降、制造业需求持续上升的特点。据中国钢铁工业协会披露,2024年制造业需求 占比提升至50%。 近5年中国钢材出口量持续增长,2025年钢材净出口量比2021年累计增长近6000万吨,年均增幅为 20%。 制造业中,用钢量大的行业依次是机械、金属制品、汽车、新能源、造船、家电、集装箱等,近几年在 全球具备产业优势的汽车、新能源 ...
冬训工作会议定目标 “大体操”奥运备战有方向
Xin Lang Cai Jing· 2025-12-24 00:17
12月23日,体操、蹦床、艺术体操项目备战洛杉矶奥运会冬训工作会议在天津召开,会上总结了2025年"大体操"事业发展成果,分析了洛杉矶奥运周期备 战形势,部署了今年冬训及下一阶段的重点工作,与会代表还共同研讨了"十五五"时期体操、蹦床、艺术体操项目发展规划等重要专题。 国家体育总局体操运动管理中心领导、相关处室负责人,国家体操队、蹦床队、艺术体操队领队、主总教练、科研医疗负责人、专家组成员,以及各省区 市体操、蹦床、艺术体操项目管理中心主要负责人、领队、主(总)教练等参会。 总局体操中心负责人在发言中表示,2025年是洛杉矶奥运会备战周期的开局之年,体操中心坚持以高质量发展为主题,以奥运备战为核心,统筹推进奥运 项目与非奥项目协调发展,取得了令人振奋的优异成绩,为新一轮奥运备战奠定了坚实基础。十五运会体操、蹦床、艺术体操项目竞争异常激烈、精彩纷 呈,集中反映了项目发展的新动态、新格局,为三支国家队的奥运备战提供了重要参照和人才储备。 面对2028年洛杉矶奥运会,体操、蹦床、艺术体操项目所有的训练、竞赛、保障工作都必须紧紧围绕"取得优异成绩、为国争光"这一核心目标展开,建立 科学、公正、公开的选拔机制。三个项目 ...