Group 1 - The recent surge in international copper prices, with LME copper futures up over 30% this year, is attributed to a global copper inventory crisis, raising concerns about a potential "copper shortage" [1] - Copper is deemed "irreplaceable" during the industrial transformation, being essential for clean energy, digital economy, and high-end manufacturing [2] - The International Energy Agency's report indicates that copper is crucial for decarbonization, with significant copper requirements for wind and solar projects, as well as electric vehicles [2] Group 2 - Despite the abundance of global copper resources, the distribution is uneven, and the quality of many mines is declining, leading to increased production costs [4] - The global copper supply is projected to face a significant shortfall, with a forecasted gap of 30% by 2035, reflecting long-term supply-demand imbalances [4] - China's copper consumption is expected to reach 15.4 million tons by 2025, driven by sectors like electric vehicles and AI, which are projected to consume 3.8 to 4 million tons this year [5] Group 3 - Technological innovation is being leveraged to stabilize copper production, with companies focusing on breakthroughs in technology, resource security, and recycling [6] - China Copper Corporation is implementing "smart mining" initiatives to enhance mining efficiency and reduce energy consumption, aiming for a significant increase in recycled copper production by 2025 [6] - The integration of technology and industry innovation is seen as vital for meeting the high-end material demands in manufacturing [6]

（原标题：顶级IP邂逅佛山陶瓷：禅城"老窑火"淬炼产业"新磁场"） 三年以来，美陶湾片区吸引力与潜力大大提升。 南方财经记者赵晓晨 佛山报道 12月5日清晨，佛山禅城南风古灶龙窑广场上已是一片温热。窑门开启，升腾的窑烟中，形态各异的陶 艺作品展现出"入窑一色，出窑万彩"的窑变魅力。 围观者中除了本地陶艺家，还有一群特殊客人——全球50位潮玩IP主理人。他们带着三十多个深受年轻 人喜爱的IP形象，仔细观察刚出窑的陶坯，触摸千年窑火留下的温度与随机美感。这场名为"骉骉鎂 光"的开窑盛会，拉开了2025第九届中国陶瓷创意周的序幕。 最近半个月内，禅城化身为一座文化会客厅。中国陶瓷创意周、大湾区功夫电影展、岭南文化IP100创 意中心揭牌等多项活动密集展开。功夫电影展推出"功夫探岭南"沉浸式活动，引导市民走入祖庙、黄飞 鸿纪念馆等功夫地标；与此同时，多场产业对接会同步举行，信息密度极高。 禅城将以陶瓷为代表的产业和岭南文化资产置于舞台中央，接受来自产业、创意和市场的审视。这背后 体现的，是一种根植于自身文化基因、务实而富有弹性的发展思路。禅城通过打造高能级的文化事件汇 聚目光，改造并开放具有美学价值的新空间提供沉浸体 ...

12月8日至10日，深圳对口帮扶协作潮州"千人培训计划"2025年项目第十期——潮州市年轻干部（选调生）提升产业经济能力培训班在深圳举办，来自潮州 市及各县区财政局、科学技术局、市场监管局等相关部门的90名青年干部参加培训。 本期培训紧扣年轻干部提升产业经济能力的主题，聚焦现代产业体系建设、招商引资创新、政务服务改革与人工智能赋能等关键领域，邀请深圳市委党校、 产业转移促进中心产业研究院、外商投资企业协会等单位的专家学者授课，着力提升学员在产业研判、招商实务、数字化转型等方面的综合能力。 培训期间，围绕《产业持续转型升级与构建现代产业体系——对潮州的启示与建议》《产业招商引资创新思路》《政务服务改革助力优化营商环境深化行政 审批制度改革》等主题开展了专题讲座和案例教学，深入解析先进理念与实操经验。在分组研讨环节，学员们结合潮州产业发展实际，围绕园区承载能力、 招商机制、要素保障、产业生态等问题展开充分讨论，推动学习成果由理论认知向实践应用转化。 围绕本期培训内容 学员畅谈学习体会 一起来听TA们说！ 参加本次产业经济能力培训，让我对新质生产力、产业转型与招商引资等前沿理念有了更深的理解，也为我服务潮州发展打开 ...

同样，武汉华工图像技术开发有限公司将激光全息等尖端防伪技术集成于产品，广泛应 用于国家证卡、高端消费品等领域，在国际市场上占有率显著，在国内市场份额领先， 是"武汉精品"走向国际的典型代表。 科技赋能，迈向专精特新 坚持以科技创新驱动品牌升级，走专精特新的发展道路，是"武汉精品"企业的共同抉 择。武汉高德智感科技有限公司专注于红外热成像技术的民用化领域，凭借持续创新以及智 能工厂的建设，其产品与解决方案深度服务于电力、智能智造、安全监控等多个维度的场 景，走出了一条特色显著的科技深耕之路。 产业转型是城市实现高质量发展的关键一环。武汉正稳步从传统制造业向高端智造和高 新技术领域进军。在"武汉精品"的引领下，一批卓越企业成为这场深刻变革的生动范例，共 同展现出创新驱动下的城市新活力。 创新驱动，构筑核心优势 创新是"武汉精品"最为鲜明的底色。以北斗产业为例，武汉依迅北斗时空技术股份有限 公司牵头研发的国内首款14纳米北斗高精度授时芯片，成功推出多款北斗高精度模组及终 端，广泛应用于智能交通、智慧城市、精准农业等领域。其农机智能监测系统融合北斗与惯 性导航技术，实现了田间作业的智能化与精准化，在全国范围内得到广泛 ...

Core Insights - Yibin, known as "China's Liquor Capital," has transformed into a popular tourist destination, expecting to receive 97.38 million visitors and generate 89.8 billion yuan in revenue by 2024 [1] - The city's GDP has surged from 152.59 billion yuan in 2015 to 400.58 billion yuan in 2024, marking a significant economic leap [1] - Yibin has shifted from a traditional industrial base of coal and liquor to new sectors like digital economy and green energy, branding itself as the "Power Battery Capital" [1] Economic Growth - Yibin's GDP growth reflects a strategic shift in its industrial structure, moving towards a dual focus on liquor and new energy sectors [1] - The city has established two major industrial clusters: liquor and power batteries, contributing to its economic transformation [1] Commercial Development - Yibin's commercial landscape has evolved significantly, with existing commercial space exceeding 1.24 million square meters, predominantly in the form of small to medium-sized retail [3] - The city has undergone three phases of commercial development: initial exploration (2009-2010), rapid expansion (2011-2015), and stable growth (2016-present) [4][10] Urban Structure - The urban commercial structure has been reshaped, with a focus on the core areas of Cuiping District and Xuzhou District, which are now the main commercial hubs [17] - Five major commercial zones have emerged, characterized by a blend of historical and modern elements, enhancing the city's commercial vitality [19] Young Population and Consumer Trends - The establishment of a university town has significantly increased the young population, with student numbers rising from 25,000 to 100,000, fostering a vibrant consumer base [29] - Young consumers are driving demand for diverse and experiential consumption, leading to the emergence of new retail formats and cultural experiences [29] Policy Initiatives - Yibin's government has implemented a comprehensive policy framework aimed at boosting consumption, with an estimated investment of 1 billion yuan to stimulate various sectors [30] - Specific measures targeting employment, trade, and tourism have been introduced to create a favorable environment for consumer spending [30] Tourism and Cultural Integration - Yibin's tourism sector has shown robust growth, with a significant increase in visitor numbers and spending, particularly during holiday periods [31] - The city is leveraging its cultural heritage and natural resources to enhance its tourism appeal, aiming to become a regional consumption center [31][32]

Core Viewpoint - The article emphasizes that economic slowdown does not necessarily equate to a lack of investment opportunities in the stock market, highlighting historical instances where significant market rallies occurred during periods of economic challenges [3][4][14]. Group 1: Historical Market Performance - Historical data shows that major market uptrends in A-shares often occurred during economic slowdowns, such as from 1995 to 2001, 2013 to 2015, and 2019 to 2021, indicating a disconnect between economic growth rates and stock market performance [6][15]. - The A-share market has shown a strong recovery since late September 2024, with the Shanghai Composite Index rebounding from low levels and achieving new highs, supported by favorable policies [3][4][14]. Group 2: Policy Support and Market Dynamics - Recent policy measures aimed at boosting the capital market include encouraging long-term funds to enter the market and promoting consumer confidence, which are expected to enhance market vitality [4][14]. - The current market environment is characterized by a "slow bull" trend, driven by policy support rather than solely economic growth [4][14]. Group 3: Investment Opportunities and Trends - The article identifies two significant structural changes in China: aging population and declining birth rates, which are creating new investment opportunities, particularly in healthcare and technology sectors [5][15][16]. - The healthcare sector is highlighted as having strong demand due to the prevalence of chronic diseases among the elderly, with policies encouraging the development of health insurance products for this demographic [16]. Group 4: Market Segmentation and Investment Strategies - Different market segments are expected to perform variably based on fundamentals, policies, and investor preferences, with some previously popular sectors likely to experience only moderate growth in the current market phase [8][17]. - Investment strategies should consider asset allocation models like the "Merrill Lynch Clock," adjusting portfolios according to economic phases, and employing dollar-cost averaging as a method to manage market volatility [17].

作者丨黄欣然 编辑丨谭婷 过去五年，大家觉得赚钱难不难？ 我相信很多人都会说：难，特别难。 哪怕是广东这样的经济大省 也经历了很难的五年 既有疫情这种"黑天鹅" 又有全球贸易摩擦等"灰犀牛" 还赶上了三大周期叠加的关口 这意味着"十四五"前四年广东GDP年均增长达4.7% 单看数字不高 但1个百分点所代表的边际增量 相当于10年前的约2个百分点 在这种"逆风局"下 广东交出的答卷是什么？ 是全省经济总量连续跨越12万亿、13万亿、14万亿元大关 连续36年位居全国第一 体量超越韩国、澳大利亚等发达国家 具体可以看六大方面 一是产业转型，点更多技能树 过去广东成为经济与制造大省 能穿越周期，持续创造增量 一句话总结秘笈就是： 摆脱路径依赖，重塑增长逻辑 一个重要原因是传统产业体量大、占比高 产量居全国第一的160多种工业产品大部分来自于传统产业 但如今，旧版本的解方已经不够用了 "十四五"期间，广东选择改造传统产业，培育新兴产业 截至目前，累计推动超4.4万家规上工业企业数字化转型 2024年，全省培育形成9个万亿级的产业集群 产出了全国1/4的新能源汽车 见证了广汽埃安"灯塔工厂"53秒下线一辆新车的"广东速 ...

【编者按】12月8日，《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》发布，擘画了广东未来五 年的发展蓝图。回顾过去这五年，广东这个经济大省迎难而上，在纷繁复杂的变局中增创新优势，实现新突破，为"十五五"时 期进一步的转型发展奠定良好基础。广东过去五年具体做成了什么？未来五年的增量又在哪？本期经济名场面带你看： 过去五年，大家觉得赚钱难不难？ 我相信很多人都会说：难，特别难。 哪怕是广东这样的经济大省 也经历了很难的五年 既有疫情这种"黑天鹅" 又有全球贸易摩擦等"灰犀牛" 还赶上了三大周期叠加的关口 在这种"逆风局"下 广东交出的答卷是什么？ 是全省经济总量连续跨越12万亿、13万亿、14万亿元大关 连续36年位居全国第一 体量超越韩国、澳大利亚等发达国家 这意味着"十四五"前四年广东GDP年均增长达4.7% 单看数字不高 但1个百分点所代表的边际增量 相当于10年前的约2个百分点 能穿越周期，持续创造增量 一句话总结秘笈就是： 摆脱路径依赖，重塑增长逻辑 具体可以看六大方面 一是产业转型，点更多技能树 过去广东成为经济与制造大省 一个重要原因是传统产业体量大、占比高 产量居全国第一的 ...

【编者按】12月8日，《中共广东省委关于制定广东省国民经济和社会发展第十五个五年规划的建议》发布，擘画了广东未来五 年的发展蓝图。回顾过去这五年，广东这个经济大省迎难而上，在纷繁复杂的变局中增创新优势，实现新突破，为"十五五"时 期进一步的转型发展奠定良好基础。广东过去五年具体做成了什么？未来五年的增量又在哪？本期经济名场面带你看： 过去五年，大家觉得赚钱难不难？ 还赶上了三大周期叠加的关口 我相信很多人都会说：难，特别难。 在这种"逆风局"下 哪怕是广东这样的经济大省 广东交出的答卷是什么？ 也经历了很难的五年 是全省经济总量连续跨越12万亿、13万亿、14万亿元大关 既有疫情这种"黑天鹅" 连续36年位居全国第一 又有全球贸易摩擦等"灰犀牛" 具体可以看六大方面 一是产业转型，点更多技能树 体量超越韩国、澳大利亚等发达国家 这意味着"十四五"前四年广东GDP年均增长达4.7% 单看数字不高 摆脱路径依赖，重塑增长逻辑 但1个百分点所代表的边际增量 相当于10年前的约2个百分点 能穿越周期，持续创造增量 一句话总结秘笈就是： 过去广东成为经济与制造大省 一个重要原因是传统产业体量大、占比高 产量居全国第一的 ...

"十四五"时期，内蒙古自治区鄂尔多斯市始终和国家同步、与自治区同向，在高质量发展的征程上行稳 致远。鄂尔多斯坚持深化改革、守正创新，向"新"而行、逐"绿"前进的目标更加明确，奋力闯新路、进 前列的步伐更加坚定，以追求全面高质量发展扛实"鄂尔多斯担当"，以沉甸甸的成绩单为中国式现代化 贡献力量。 在高质量发展实践中实现城市能级连续"撑竿跳"，得益于鄂尔多斯对产业转型的科学布局、对科技创新 的持续发力以及以转型带动科创、以科创力促转型的前瞻性谋划和全领域实践。 产业转型升级卓有成效 面对错综复杂的外部环境和艰巨繁重的改革发展任务，鄂尔多斯主动在"转"中觅得良机，在"调"中抢得 先机。 城市综合实力跨越提升 时光不负奋斗者，岁月眷顾追梦人。 今年3月，全球首个真正意义上的"零碳"机场——鄂尔多斯伊金霍洛国际机场正式投用，项目采用"风— 光—储—冷—热—电"跨临界二氧化碳冷热一体化技术，实现了航站楼100%零碳供给。 5月，鄂尔多斯实验室的科创成果——MWh（兆瓦时）级高温固体颗粒储热中试装置在大路煤化工工业 园区成功开车，标志着鄂尔多斯在"沙子热力电池"这一工业储热领域迈出了至关重要的一步。 11月初，准格尔旗伊东 ...