格隆汇1月6日丨航天发展(000547.SZ)在投资者互动平台表示，公司目前不涉及6G布局。 ...

一组数字，标注着新时代创新创造的活力：2025年，我国在全球创新指数排名中首次跻身前十，是10多 年来创新力提升最快的经济体之一。 创新的底气，有足够的底盘支撑。全球规模最大的研发人员队伍，这是深厚的人才土壤；数量最多的全 球百强科技创新集群，这是多年的科技沉淀。生物制造、量子科技、具身智能、6G……众多领域实现 从量变到质变、从跟跑到领跑的飞跃，为高水平科技自立自强持续注入"加速度"。 有厚积薄发的沉稳底气，更有生生不息的昂扬朝气。从民营企业专家当选院士，到各类经营主体化身创 新主体，科技创新和产业创新深度融合，为经济发展注入蓬勃朝气。放眼将来，建设北京（京津冀）、 上海（长三角）、粤港澳大湾区国际科技创新中心，如同嵌入3个发展"引擎"，为培育新质生产力夯实 基础、为推动高质量发展提供动能。 新，一个读懂今日中国的字眼。 科研纪录接连"刷新"、大国重器持续"上新"、传统产业不断"焕新"……社会之日新，源于奔涌之创新。 一个创新的中国，底气丰沛、朝气飞扬。 （文章来源：人民日报） ...

2026年伊始，江苏省南京市即对外"张榜求贤"。 1月4日下午，南京市召开全市科技创新和产业创新深度融合发展大会，并对外发布《南京市深入推进"人工智能 +"行动打造国家人工智能创新应用先导区升级版实施方案》《南京市打造"6G之城"行动计划（2026—2027 年）》等一系列科创产业政策，并发布了"南京人才政策2.0"版本。 具体而言，"南京人才政策2.0"包括壮大高素质创新创业队伍、建设高能级聚才用才平台、打造高质量事业发展 环境、营造高品质宜业宜居氛围及构建高效能协同联动机制五方面内容。 例如，在壮大高素质创新创业队伍方面，对于攀峰项目，"南京人才政策2.0"提出每年集聚10名左右顶尖人才， 综合资助最高1亿元，最高项目资助2000万元，特别优秀的采取"一人一策"。 上述政策同时提出，南京市将每年会聚不少于30万名青年人才。对于新就业高校毕业生，南京市将为学士、硕 士、博士提供生活补贴，标准分别为1万、3万、10万元。 "推动科技创新和产业创新深度融合，是南京市必须久久为功抓好的时代课题，也一定会为各类企业、各路资 本、各方人才提供更加广阔的发展空间。"江苏省委常委、南京市委书记周红波在上述大会上表示。 （ ...

Group 1 - The core focus of the news is the signing of 22 key projects in Beijing Economic-Technological Development Area, with over 80% of these projects being future industry initiatives [1][2] - The development strategy during the "14th Five-Year Plan" period aims to establish a robust ecosystem that enhances economic quality, urban appearance, and public welfare [1] - Notable projects include Baichang Intelligent Automotive's plan to establish a vehicle manufacturing company targeting L4 autonomous driving vehicles, with projected revenues reaching billions by 2030 [1] Group 2 - The AI sector is emphasized, with over 30% of the signed projects focusing on artificial intelligence, including ZTE's development of a 6G satellite payload production line [2] - The ten benchmark projects initiated include a biopharmaceutical raw material base by Sanofi, which will create a complete insulin production chain locally [2] - The development plan includes significant investments in urban infrastructure and ecological governance, reflecting a shift towards comprehensive regional development [2] Group 3 - The development strategy prioritizes talent and human creativity, with plans for enhanced living conditions, entrepreneurial support, and educational facilities [3] - The "2026 Ten Plans for Optimizing the Business Environment" aims to create a conducive environment for new productive forces, focusing on foundational improvements and innovation [3] - The future vision for the economic zone includes accelerated technological innovation, improved living standards, and enhanced integration of industry and urban development [3]

作为国家电网直属的科研产业龙头企业，南瑞集团五十多年来始终深耕能源电力领域，是科研与产业深 度融合的标杆。国网公司首席专家、国网电科院(南瑞集团)系统保护实验室主任薛峰在参加会议时表 示，作为聚集大量科研人才的龙头企业，南瑞集团的发展也深切受益于南京的人才政策。 江苏省委常委、南京市委书记周红波说，过去一年，南京大力建设科技强市、产业强市、人才强市，取 得了新的标志性成果，在培育发展新质生产力上迈出坚实步伐。"十五五"开局之年，要在国家战略大局 下思考南京作为、推进南京行动，更加注重系统集成、平台聚力、主体育强、改革赋能，把各项政策和 措施进一步向培育产业聚焦、向破解难题发力、向集聚人才倾斜，大力促进科技创新和产业创新深度融 合，加快塑造发展新动能新优势。 会议发布了《南京市深入推进"人工智能+"行动打造国家人工智能创新应用先导区升级版实施方案》， 这是全国首个国家人工智能创新应用先导区升级版方案。方案明确了"两步走"目标，到2027年将培育10 个特色产业园区、100个优秀行业大模型，推出1000款智能终端和智能体产品，赋能万家企业完成智能 化升级。同时发布的《南京市打造"6G之城"行动计划(2026-20 ...

【中泰研究丨晨会聚焦】策略徐驰：年初市场科技主线能否延续？ ——信用业务周报 证券研究报告/晨会聚焦 2026 年 01 月 05 日 分析师：戴志锋 执业证书编号：S0740517030004 Email：daizf@zts.com.cn 欢迎关注中泰研究所订阅号 晨报内容回顾 1、《【中泰研究丨晨会聚焦】固收 吕品：2025 年债市启示录：框架的贫 穷》2026-01-05 2、《【中泰研究丨晨会聚焦】宏观 张德礼：大国博弈，科技领航》 2025-12-30 3、《【中泰研究丨晨会聚焦】银行 戴志锋：本轮财富管理特点与金融机 构：分化、分层与匹配与上轮财富管 理发展期的比较分析》2025-12-29 今日预览 今日重点>> 【策略】徐驰：年初市场科技主线能否延续？——信用业务周报 20260105 请务必阅读正文之后的重要声明部分 今日重点 【策略】徐驰：年初市场科技主线能否延续？——信用业务周报 20260105 一、如何判断当前市场科技主线的延续性？ 上周 A 股市场整体呈现震荡偏弱格局，成交放量但赚钱效应明显回落，显示资金在年末窗口期进 入主动结构调整阶段。上周是 2025 年最后一个交易周，从主要 ...

Investment Rating - The report rates the electronic industry as "Outperform" compared to the market [1] Core Insights - Satellite communication is accelerating into a development year, complementing traditional networks and addressing the connectivity gap for over 2 billion people globally [2][21] - Low Earth Orbit (LEO) satellites are expected to play a crucial role in the future 6G non-terrestrial networks, enhancing global internet coverage [2][20] - The global satellite communication industry is entering a launch-intensive period, with significant investments and advancements expected in 2026 [23][24] Summary by Sections Industry Overview - As of 2025, 73.6% of the global population has internet access, leaving 26.4% offline, particularly in rural areas where traditional network expansion faces challenges [6][11] - The cost and technical difficulties of expanding high-speed infrastructure in rural areas hinder internet penetration, making satellite communication a viable alternative [2][11] Satellite Communication Development - The number of small satellite launches is projected to reach approximately 2,790 in 2024, indicating rapid growth in the sector [2] - The global government support for space initiatives has increased from $4.2 billion in 2014 to $13.5 billion in 2024, with China being a significant contributor [2] Market Dynamics - The satellite communication market is expected to grow significantly, with the global space industry revenue potentially exceeding $1 trillion by 2040, driven largely by satellite broadband [46][49] - The satellite service sector, including satellite TV, broadband, and fixed communication, is projected to dominate the market, with personal consumption accounting for a substantial share [52][57] Cost and Coverage Advantages - Satellite communication offers significant advantages over traditional cellular networks, including wide coverage and lower costs in sparsely populated areas [26][62] - The cost of deploying LEO satellites is decreasing due to advancements in manufacturing and launch technologies, making satellite communication more economically viable [34][36] Industry Chain - The satellite communication industry chain includes satellite manufacturing, launching, and ground equipment, with key players in each segment contributing to the overall ecosystem [79][80] - The development of satellite communication is critical, as limited frequency resources and orbital slots necessitate rapid deployment to secure these assets [84][87]

为此，南京新建贯通式科技成果转化平台"宁科荟"，上线科技成果信息超5000项、技术需求600多 项。会上，南京还发布了38项"揭榜挂帅"关键技术攻关需求，涉及生物医药、人工智能、工业母机等7 个重点产业技术方向，总投入5.2亿元。 科技日报南京1月4日电（记者张晔）打造6G之城、发布38项"揭榜挂帅"技术需求、出台南京人才 政策2.0及"求贤帖"……4日，面向"十五五"开局之年，江苏南京举行全市科技创新和产业创新深度融合 发展大会，以产业引领、创新高地、生态优化3方面举措，加快推进科技创新和产业创新深度融合。 "科创与产业融合，关键要打通'最后一公里'，让实验室里的创新成果真正变成产业发展的现实生 产力。"南京大学计算机软件新技术全国重点实验室执行主任李宣东说。 为了让科技创新这个"关键变量"成为高质量发展的"最大增量"，南京主动布局未来产业和新质生产 力，原子级制造重大科技基础设施技术产业合作在南京签约共建。这一举措将推动重大科技基础设施与 产业发展深度绑定，让"国之重器"更好地服务于产业升级。南京还发布《南京市深入推进"人工智能 +"行动打造国家人工智能创新应用先导区升级版实施方案》和《南京市打造"6G之 ...

产业布局升级方面，将优化全市"人工智能+"空间布局，培育特色园区与生态街区，每年发布场景机会 清单并对先行先试重点场景给予政策激励，到2027年打造标杆应用场景500个。 支撑要素升级方面，统筹建设"1+1"智算集聚区，加快城域"毫秒用算"服务能力建设，持续发放"算力 券"；推进中国高质量数据集产业基地(南京)建设，深化公共数据共享开放与授权运营；构建自主开源 生态体系，加快南京国际化开源社区运营，鼓励在宁高校院所与企业深度参与开源建设；优化人工智能 领域人才支持政策，加大OPC模式引导力度，支持高校院所人员及毕业生创新创业；通过科技产业人才 领域专项资金统筹使用、金融财政联动"投补贷"支持等方式，打造灵活配置的人工智能主题基金群，为 产业发展提供全方位保障。 《方案》部署了五大升级行动。 技术产品升级方面，推动组建跨学科、跨机构联合实验室/创新中心，到2027年建设省级创新平台10个 以上；组建人工智能创新联合体，推进科技攻关项目30个；推进行业模型迭代应用，支持大模型备案和 智能终端产业化。 经营主体升级方面，聚焦培育智能原生企业、推动软件企业生态重构，到2027年培育人工智能原生企业 1000家以上，重 ...

Core Insights - Nanjing has officially launched the "6G City" Action Plan (2026-2027) to establish itself as a leading demonstration zone for 6G industry development [1][2] - The plan sets ambitious goals, including the release of at least 6 major research achievements in the 6G field and the establishment of over 100 new enterprises focused on 6G technology by 2027 [1][2] - The initiative aims to create a comprehensive 6G infrastructure and achieve full coverage of 6G non-cellular networks, with at least 50 vertical application scenarios across various industries [1][2] Group 1: Development Goals - By 2027, Nanjing aims to publish no less than 6 significant research outcomes in the 6G sector [1] - The plan targets the establishment of over 100 new enterprises focused on the transformation of 6G technological achievements [1] - The goal includes nurturing at least 200 specialized and innovative enterprises in the information and communication sector [1] Group 2: Key Tasks - The action plan outlines 5 main areas with 17 specific tasks, including accelerating core technology breakthroughs and enhancing research and development of core 6G products [2] - It emphasizes the importance of transforming research outcomes into practical applications and building service platforms to support this process [2] - The plan also focuses on creating a "6G+X" scenario matrix, integrating 6G with various sectors such as industrial interconnection and smart cities [2] Group 3: Support Measures - The action plan includes four support measures aimed at strengthening specialized teams, improving work mechanisms, enhancing policy support, and ensuring talent availability [2] - It specifies eight detailed policy measures to support the development of the 6G industry, including promoting patent layout and standard formulation [2] - The establishment of a 6G industry alliance is intended to facilitate collaboration in tackling core technologies and building a robust industrial ecosystem [3]