新质生产力
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无锡以场景创新推动新质生产力落地
Xin Hua Ri Bao· 2025-11-16 00:00
"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 ...
扎堆电子、机械行业,机构11月密集调研这些标的
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-11-15 23:57
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]
10月经济:新动能加快塑造,政策持续加力
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-15 23:39
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]
范波开展专题调研 现场学习领会习近平总书记考察江苏重要讲话精神
Su Zhou Ri Bao· 2025-11-15 23:38
Group 1 - Xi Jinping's visit to Jiangsu in July 2023 emphasized the importance of following his guidance for the development of Suzhou [1] - The local government is focused on enhancing international cooperation and creating a world-class high-tech park, leveraging the "park experience" for development [2] - There is a strong emphasis on integrating technological and industrial innovation, promoting enterprise-led collaboration in research and development [2] Group 2 - The local government is committed to preserving the historical and cultural heritage of Suzhou, aligning with Xi Jinping's directives on cultural protection [3] - Efforts are being made to enhance the quality of life for residents through the integration of culture, commerce, and tourism, alongside improvements in public services and living conditions [4] - The local leadership is dedicated to implementing the spirit of the 20th National Congress and Xi Jinping's instructions, aiming for high-quality development and strong governance [4]
如何看“十五五”规划建议?高培勇、田轩、贾康等最新发声
券商中国· 2025-11-15 23:32
《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》("十五五"规划建议)为中国未来五 年的发展擘画了蓝图。 11月14日举行的第九届雄安新区投融资发展论坛上,中国社会科学院学部委员高培勇、中国财政科学院研究员 贾康、清华大学国家金融研究院院长田轩,以及国家发展改革委投资研究所研究员吴亚平等多位宏观专家分享 了学习和研究的体会。 响应投早、投小、投硬科技的政策号召,活动上,财达资本、华北制药集团、浙江陆恒签署了发起科创基金的 意向协议,相关资金将依托华北制药的医药行业龙头地位,重点投资创新药物、医工交叉、医药技术创新平台 等领域项目和企业,赋能行业创新。同期,《中国地方政府投融资平台转型发展2025》正式对外发布。 论坛由财达证券股份有限公司、北京丽泽金融商务区管理委员会、河北金融学院、远东资信评估有限公司联合 主办。 高培勇:以一流营商环境激发经营主体发展新质生产力活力 中国社会科学院学部委员高培勇表示,推动高质量发展要以因地制宜发展新质生产力为主线,以各类经营主体 作为发展新质生产力的战略基点,以持续优化营商环境作为发展新质生产力的战略方针。 高培勇表示,推动新质生产力发展、实现高质量发展,必须优 ...
江苏省数字科普地图上线 收录561家科普场馆
Xin Hua Ri Bao· 2025-11-15 23:29
该地图设置了场馆一键智达、云游VR体验、研学路线导览、智能个性订阅、互动打卡乐享等功 能,全方位适配亲子活动、学校研学、个人探索等不同场景下的科普需求。公众可通过"科普江苏"网 站、"江苏省科协""江苏青少年科学教育""科学少年社"等微信公众号进入地图,动动手指即可获取各场 馆信息、定制个性化科学之旅、收藏订阅科普活动、记录科普足迹、发表评价和建议等。 数字科普地图收录的场馆覆盖全省所有设区市和县(市、区),包括综合科技馆、新质生产力科技 馆、科学家精神教育基地,以及国家、省、市三级科普教育基地等;上线的130条科普研学线路,有机 融合全省各地特色与科学内涵,涵盖自然科学、工程技术、新质生产力、人文历史等多个领域,打 造"行走的科学课堂"。 日前从省科协获悉,收录561家科普场馆的江苏省数字科普地图已正式上线,全省科普场馆资源实 现"一站通达"。公众可从手机端与电脑端进入地图,科学知识由此触手可及。 ...
加快新场景开放和大规模应用 培育壮大新兴产业和未来产业
Jing Ji Ri Bao· 2025-11-15 22:42
Core Insights - The article emphasizes the importance of leveraging vast data and diverse application scenarios to promote the deep integration of digital technology with the real economy, enabling the transformation and upgrading of traditional industries [1] - The recent implementation opinion from the State Council outlines the acceleration of cultivating 22 types of application scenarios, including digital economy and artificial intelligence, which are crucial for addressing the challenges of technology transfer and fostering new productive forces [1][4] Group 1: Innovation Paradigms - The article introduces a "scenario-driven" innovation paradigm that reshapes the path of technology transfer, moving away from the traditional linear model of research followed by application, which often leads to a disconnect between R&D and practical use [2] - It highlights the creation of "comprehensive testbeds" that serve as platforms for validating technologies, nurturing markets, and improving standards, essential for transitioning innovations from research to market products [2] Group 2: Ecosystem Development - The opinion acts as a "aggregator" and "guiding instrument," promoting the aggregation of high-end innovation elements such as talent, capital, and data towards strategic emerging industries, thereby accelerating the formation of new productive forces [3] - It emphasizes the importance of fostering an open innovation ecosystem that encourages cross-regional, cross-sector, and cross-entity collaboration, leveraging China's large-scale market advantages [3] Group 3: Strategic Industry Layout - The opinion outlines the need to focus on strategic emerging industries such as digital economy, artificial intelligence, and clean energy, creating application scenarios that align with national development strategies [4] - It stresses the significance of technology universality and integration, which can lead to transformative innovations across various sectors, exemplified by the impact of artificial intelligence on manufacturing and services [5] Group 4: Implementation Strategies - The article discusses the necessity of a systematic approach to cultivating and opening application scenarios, proposing specific measures across four dimensions: scenario openness, resource allocation, element reform, and institutional experimentation [7] - It suggests the establishment of a complete closed-loop from scenario cultivation to industrial application, emphasizing the role of government and state-owned enterprises in leading major scenario projects [8]
共建共享人工智能发展新未来
Jing Ji Ri Bao· 2025-11-15 22:24
数据共享、算法优化和算力协同是"人工智能+"的核心动力。今年5月,之江实验室把太空计算卫星星座 送上太空,通过在轨实时处理数据,有望解决传统卫星数据处理效率瓶颈问题,推动人工智能在太空的 应用发展。"太空中有了计算星座,卫星计算资源就可以快速响应,工作效率明显提升。"在中国工程院 院士、之江实验室主任王坚看来,科技创新发展的每一步都伴随着开放的力量。从过去源代码的开放逐 渐走向数据开放、算力开放,人工智能已经成为一种能够打破学科壁垒的通用语言,而不仅是对科学研 究的简单赋能。 在实数融合大趋势下,"人工智能+"加速推动产业结构系统性优化与整体性升级,更好助力现代化产业 体系建设。百度集团副总裁、深度学习技术及应用国家工程研究中心副主任吴甜认为,深度学习是人工 智能的关键核心技术,驱动人工智能实现了飞跃式进步。百度基于文心大模型与产业级深度学习平台飞 桨打造人工智能基础技术底座,助力千行百业降本增效,提升了相关企业的经营和决策能力。 培育发展战略性新兴产业和未来产业是加快形成新质生产力的重要路径。2025年世界科技与发展论坛近 日在京举行。与会嘉宾一致认为,"十五五"时期将是人工智能技术加速创新、广泛应用的关键 ...
陆家嘴财经早餐2025年11月16日星期日
Wind万得· 2025-11-15 22:23
1、 市场监管总局发布《互联网平台反垄断合规指引(征求意见稿)》。征求意见稿提出,市场力量较大的平台经营者要定期评估是否在相 关市场具有市场支配地位,避免在提供平台服务或者开展自营业务等过程中从事滥用市场支配地位行为。 为帮助平台经营者更好识别反垄断 合规风险,征求意见稿以示例方式为平台经营者列举了平台不公平高价、平台低于成本销售、封禁屏蔽、"二选一"行为、"全网最低价"等8个风险 示例,涉及数据传输、算法适用、服务定价、搜索排序、推荐展示、流量分配、补贴优惠等多种平台经营活动。 1、 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,"十五五"时期,必须把因地制宜发展新质生产力摆在更加突出的战略位 置,以科技创新为引领、以实体经济为根基,加快建设现代化产业体系。 各地要坚持从实际出发,根据本地的资源禀赋、产业基础、科研条件 等,有选择地推动新产业、新模式、新动能发展,加快推动作为经济增长和就业收入基本依托的传统产业改造升级,推动新旧发展动能平稳接续 ...
变“应用场景”为“科创胜景”
Xin Hua Ri Bao· 2025-11-15 20:44
□ 本报记者李爽李楠段丽娟 "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。 先行一步"打头阵" 实现技术从"可能"到"可用"的跨越 "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。 "小切口"里探"大乾坤" 围绕社会民生等五大领域精准发力 每到放学时分,学生们有序走出校门,然而,停在马路边的 ...