11月16日出版的第22期《求是》杂志将发表中共中央总书记、国家主席、中央军委主席习近平的重要文 章《因地制宜发展新质生产力》。这是习近平总书记2023年9月至2025年4月期间有关重要论述的节录。 文章强调，新质生产力是创新起主导作用，摆脱传统经济增长方式、生产力发展路径，具有高科技、高 效能、高质量特征，符合新发展理念的先进生产力质态。它由技术革命性突破、生产要素创新性配置、 产业深度转型升级而催生，以劳动者、劳动资料、劳动对象及其优化组合的跃升为基本内涵，以全要素 生产率大幅提升为核心标志，特点是创新，关键在质优，本质是先进生产力。 文章指出，科技创新和产业创新，是发展新质生产力的基本路径。科技创新能够催生新产业、新模式、 新动能，是发展新质生产力的核心要素。抓科技创新，要着眼建设现代化产业体系，既多出科技成果， 又把科技成果转化为实实在在的生产力。抓产业创新，要守牢实体经济这个根基，坚持推动传统产业改 造升级和开辟战略性新兴产业、未来产业新赛道并重。抓科技创新和产业创新融合，要搭建平台、健全 体制机制，强化企业创新主体地位，让创新链和产业链无缝对接。 文章指出，要坚决破除影响和制约高质量发展的体制机制 ...

10月20日COMEX黄金更是触及4398美元/盎司的历史峰值，可次日就暴跌5.07%创下上市以来单日最大 跌幅，截至11月15日，伦敦金现报4080.47美元/盎司，较峰值仍有明显回撤。 菲律宾央行透露可能减持黄金的看空信号，是高盛上调2026年金价预测至4900美元/盎司。 普通投资者难免困惑：现在黄金到底还能不能买？ 黄金未到顶，但暴涨时代已结束，当下配置黄金的核心逻辑，早已从"追高获利"转向"风险对冲"。 支撑黄金长期走强的底层逻辑并未动摇。 首当其冲的是全球央行的持续购金潮，这成为金价的"压舱石"。国际金银协会数据显示，2022年全球央 行购金量首次突破1000吨，2024年净购金量达1136吨创历史第二高位。 截至2025年8月，中国央行已连续10个月增持黄金，储备量达2303.52吨，较2018年末增持449.75吨。 2025年的黄金市场堪称"过山车"，前七个月国际金价从3000美元/盎司一路狂飙至4000美元/盎司。 德国、俄罗斯等国也在持续优化黄金储备，欧洲多国更启动了黄金运回计划。 95%的受访央行计划未来12个月继续增持，这种集体行动本质上是对美元信用的对冲，毕竟当前美国债 务规模突破 ...

Core Insights - The "Red Hall Forum Havana Seminar" highlighted the importance of China's 20th Central Committee's Fourth Plenary Session and its "14th Five-Year Plan" as a blueprint for both China's future development and Cuba's socialist modernization [1][2] Group 1: China's Five-Year Planning - China's five-year planning has been a model of coherence and systematic approach, emphasizing a people-centered development strategy, which is seen as a key to its success and a valuable lesson for Cuba [2] - The decision-making system of China's five-year plans is characterized as scientific, democratic, and pragmatic, allowing for flexible adjustments based on socio-economic needs, which is crucial for effective governance [2] Group 2: High-Quality Development - The 20th Central Committee emphasized high-quality development as a primary goal for the "14th Five-Year Plan," which is expected to yield significant results in innovation and technology, providing a model for balanced development [3] - China's advancements in innovation, energy transition, and technology are seen as foundational for future high-quality development, with a focus on creating an inclusive innovation ecosystem that attracts global talent [3] Group 3: Global South Cooperation - The seminar underscored the responsibility of Global South countries to voice their perspectives against unilateralism and inequality, with China's initiatives contributing to global cooperation and governance [5] - The concept of a community with a shared future, promoted by China, is viewed as a unique approach to international relations, fostering partnerships rather than alliances, which resonates with Cuba's strategic interests [5][6]

来源：央视新闻客户端 目前，第二十七届中国国际高新技术成果交易会正在举办，本届高交会上，从可实时生成音效的虚拟架 子鼓，到一键生成服装效果图的AI设计系统，各种国产高科技产品集中亮相，展示出我国科技在自主 可控道路上的加速奔跑。 0:00 在这一次的高交会上面，许多的展商们都拿出了自己的"看家产品"，其中有一套隐形的鼓架。工作人员 表示，通过手上的两个鼓槌以及脚上的设备，总共可以敲击出9种不同的音色。 据了解，本届高交会汇聚了全球5000余家产业链上下游企业，通过系统整合创新资源，打通产业链、创 新链与资金链，在构建自主可控科技体系的同时，积极培育新质生产力，已成为推动科技自立自强的重 要平台。 参展商 伍尚勇：它会把声音传到小音响上面。可以通过敲击不同的角度以及力度，发出不同的声音， 跟真实架子鼓声音的相似度达到了95%以上。 还有一个AI服装设计的软件，它可以将我们的服装设计稿转化为成品效果图。给"模特"画一个马甲，再 填上颜色，在很短的时间里，刚刚设计出来的款式，就会出现在成品效果图上。 0:00 本届高交会上刚刚亮相了一个新技术，全手掌覆盖电子皮肤触觉手套，这个手套可以帮助我们更好地去 感知这个世界， ...

会议要求，要坚持"四水共治"，加强规划引领、项目支撑、改革牵引和数智赋能，因地 制宜推进雨污分流改造，加强"厂网一体"专业化运行维护，加快构建城市排水与污水处理的 高效管理体系，努力建设人与自然和谐共生的美丽武汉。 11月15日，省委常委、市委书记、市长盛阅春主持召开市政府第172次常务会议，深入 学习贯彻习近平总书记近期重要讲话重要指示精神，研究建设国际会展中心城市、国际研发 中心城市，以及城镇排水与污水处理等工作。 会议强调，要扛牢服务高水平科技自立自强的时代使命，统筹实施三年行动，面向全球 集聚研发创新资源、提供研发创新服务和共建研发创新生态，高水平建设国际研发中心城 市。要深入推进体制机制创新和运营模式创新，做优做强新型研发机构和新型研发平台，培 育壮大研发型企业，以一流创新生态加速汇聚高端创新人才、成果、项目和资本，大力发展 研发产业，更好融入和服务全球创新网络。 会议强调，要深入学习贯彻习近平总书记在听取海南自由贸易港建设工作汇报和在广东 考察时的重要讲话精神，把学习宣传贯彻党的二十届四中全会精神作为重大政治任务，高质 量编制好我市"十五五"规划，全力打造"五个中心"、全面建设现代化大武汉。要进一 ...

Core Insights - BYD has officially opened its first comprehensive industrial park in East China, located in Nanjing's South New City, covering approximately 43,000 square meters, which will promote the gathering of the new energy vehicle industry chain and the development of new productivity in the region [1][2] - The park is positioned as "New Quality + Culture," showcasing advanced technologies such as BYD's megawatt flash charging technology, which allows for a 400-kilometer range with just 10 minutes of charging, and plans to exhibit L4-level intelligent driving assistance systems and drone technology [1] - The establishment of the BYD New Quality Cultural Industrial Park aligns with the South New City's focus on green energy and low-altitude economy, aiming to attract upstream and downstream enterprises and create industrial synergy [2] Industry Context - The Daming Road area in Nanjing, known as a traditional "automobile street," is transitioning from fuel vehicles to new energy vehicles, with 28 automotive stores, including brands like Xiaomi and Xpeng, forming an emerging industrial cluster [2] - In 2024, the automotive industry in Qinhuai District is projected to achieve a revenue of 6.28 billion yuan, accounting for 10% of the district's total retail sales, indicating a strong growth trajectory for new energy vehicle sales amidst declining traditional fuel vehicle sales [2] - The South New City management committee is actively supporting the project by providing tailored services throughout the project lifecycle, which is expected to enhance the region's automotive industry's smart and green transformation [2]

Core Insights - The article emphasizes the importance of high-quality labor as a key element of new productive forces, highlighting Shanghai's efforts to enhance vocational skills training and align it with industry needs [1][7] Group 1: Skills Training Initiatives - Shanghai has implemented a series of reforms in vocational skills training, focusing on three leading industries and addressing urgent labor shortages, with 679,200 subsidized training sessions conducted this year [1][3] - The city has introduced a dynamic analysis system for industry skill demands, utilizing big data to predict future skill trends and adjust training programs accordingly [2][6] - New training programs have been developed, such as the "Artificial Intelligence Promoter," aimed at equipping individuals with the skills to communicate AI technologies effectively [2][3] Group 2: Employment Outcomes - The employment rate for participants in targeted training programs, such as those for elderly care and home organization, has reached 100%, demonstrating the effectiveness of these initiatives [5][6] - The Shanghai government has provided substantial financial support for skills training, with a total of 471,000 individuals receiving subsidies amounting to 710 million yuan [3][7] Group 3: Future Directions - Shanghai plans to conduct a large-scale vocational skills enhancement campaign over the next three years, focusing on new and high-demand skills in key industries [7][9] - The city is also working on a gradient-based skills enhancement subsidy system, increasing support for critical sectors like integrated circuits and artificial intelligence by 30% [7][8] - The upcoming 48th World Skills Competition in Shanghai is expected to further promote the importance of skilled labor in national development [9]

"100秒极速换电"、智能机器人清洁、智能传菜机器人、"警校e家"智能交通治理……11月13日，无 锡市举办超级场景发布暨场景创新供需对接活动。作为全国首批开展多点场景打造的城市之一，无锡自 今年5月"无限锡引，零动未来"、8月"无限锡引，焕新未来"两大超级场景发布后，成功发布第三场、主 题为"能碳未来"的城市级超级场景。 从商业航天到低空经济，从民生养老到文旅转型，无锡构建起"独立场景—多元场景—超级场景"三 级体系，形成从点状突破到系统集成的完整链条，让场景创新成为新质生产力的落地密码。 "我们带来的智能立体车库光伏储能协同充电系统集成场景机会，为光伏发电、储能、新能源汽车 充电结合提供了新模式。""日托光伏自主研发创新型的轻质组件产品，重量相比传统玻璃组件减少了 50%，安装效率提升60%。"在活动现场，6家业主单位发布场景机会，15家场景创新前沿企业进行绿色 技术能力展示路演，低碳创新需求与供给能力精准对接。 新场景的大规模应用离不开前沿技术的驱动，前沿技术突破及其成果转化会不断催生出新领域新赛 道的应用场景。早在2021年，无锡便提出要"打造一批智慧社区、智慧交通、智慧医院、智慧校园等应 用示范场景 ...

Group 1 - In November, nearly 770 companies have received institutional research, with Luxshare Precision being the most favored by institutions, followed by BeiGene-U, Huichuan Technology, Anji Technology, and Tongyu Communication [1][2] - The electronic and machinery equipment sectors are the primary focus for institutional research in November, with expectations for significant investment opportunities in 2026, particularly around AI applications and structural prosperity in the machinery industry [1][4] Group 2 - Luxshare Precision has hosted 222 institutional research visits, highlighting its core capabilities in the electrical connection field and the anticipated growth in AI terminal demand over the next one to two years [2][3] - Over half of the companies that have been researched by institutions in November have seen positive market performance, with Huasheng Lithium Battery experiencing a nearly 190% increase in stock price [3] - The electronic industry remains a top choice for institutions, with 92 companies receiving attention, while the machinery equipment sector also saw significant interest [4][5] Group 3 - Institutions are focusing on investment opportunities in emerging technologies, particularly in humanoid robots, solid-state battery equipment, and controllable nuclear fusion, as well as sectors benefiting from interest rate cuts and manufacturing capacity transfers [5]

Economic Overview - In October, some economic indicators showed a downward trend due to last year's high base, deep adjustments in the real estate sector, and weak domestic demand [2][6] - Despite the downturn, there were positive signs such as a rebound in service retail sales driven by the National Day and Mid-Autumn Festival holidays, indicating significant consumption potential [2][6] Industrial Performance - The industrial added value for October grew by 4.9% year-on-year, a decline of 1.6 percentage points from the previous month, marking the lowest monthly growth this year [6][12] - The manufacturing sector is transitioning towards high-end production, with equipment manufacturing increasing by 8%, outpacing overall industrial growth [6][10] Investment Trends - From January to October, fixed asset investment (excluding rural households) decreased by 1.7%, with infrastructure investment down by 0.1% and real estate development investment down by 14.7% [7][14] - High-tech sectors such as aerospace and information services saw significant investment growth, with aerospace manufacturing up by 19.7% and information services up by 32.7% [7][12] Trade Dynamics - In October, the total import and export volume grew by 0.1% year-on-year, with exports declining by 0.8% and imports increasing by 1.4% [8][9] - The trade growth slowdown was attributed to last year's high base, with some exports delayed from September due to typhoons [9][10] Policy Measures - The government is implementing policies to enhance the adaptability of supply and demand in consumer goods, aiming to stimulate consumption and investment [3][13] - Recent policies include the introduction of 500 billion yuan in new policy financial tools and the acceleration of local government bond usage to support effective investment [13][14] Economic Outlook - Despite the challenges, the overall economic operation remains stable, with a GDP growth of 5.2% in the first three quarters, laying a solid foundation for achieving the annual target of around 5% [12][15] - Analysts suggest that additional policy measures may be necessary to counteract weak demand and support economic recovery, particularly in the real estate sector [14][15]