Core Viewpoint - The 2026 Henan Provincial Two Sessions emphasize "technological innovation" as a key driver for future development, focusing on building a robust technological support system and integrating education with technology and talent development [1][2]. Group 1: Technological Support System - The core task for 2026 is to strengthen the technological support system, promoting the deep integration of technological and industrial innovation, and constructing a modern industrial system with Henan's unique advantages [2][3]. - The "list of challenges" mechanism will be further implemented to encourage open collaboration among government, industry, academia, and research institutions, aiming to publish over 100 challenge lists to drive breakthroughs in key technologies [3][4]. Group 2: Industry and Innovation Integration - The role of enterprises as innovation leaders will be reinforced, with support for leading companies to form innovation alliances and the establishment of a provincial-level innovation platform whitelist to enhance industry support [4][5]. - A collaborative engine for innovation within industrial chains is proposed, particularly in key sectors like new energy vehicles and aerospace, to ensure that innovation resources are effectively utilized [7][8]. Group 3: Talent Development - Higher education institutions are encouraged to align their programs with the needs of the light industry sector, enhancing the quality of talent development to support high-quality growth in the industry [12][14]. - The establishment of collaborative innovation ecosystems is essential, with a focus on breaking down barriers between universities and industries to facilitate deeper integration of education and technology [19][20].

Core Viewpoint - The report indicates a significant improvement in investor sentiment, with nearly 80% of investors optimistic about the 2026 market, driven by a strong performance in 2025 and expectations for continued growth in technology sectors, particularly AI and chips [1][7][22]. Group 1: Market Performance and Investor Sentiment - In 2025, major stock indices in A-shares showed strong performance, with the Shanghai Composite Index rising nearly 20%, marking its best annual performance in six years [7][30]. - Approximately 57% of surveyed investors reported profits in 2025, a notable increase from previous years, with a 15 percentage point rise from 2024 [8][32]. - The average asset allocation in securities accounts increased to 41.68% by the end of 2025, reflecting a shift of funds from savings to equity investments [10][34]. Group 2: Sector Performance - The technology sector, particularly AI and chips, was identified as the primary source of investment returns, with 26% of investors citing it as their top-performing sector [3][42]. - Other notable sectors included the new energy industry at 24% and cyclical stocks at 18%, while traditional consumer sectors lagged behind [3][42]. Group 3: Future Expectations - Looking ahead to 2026, 78% of investors expect the market to rise, with 47% anticipating gains of over 5% [24][49]. - Investors are particularly optimistic about the technology sector, with 39% believing that tech stocks will continue to outperform [24][49]. - A significant 81% of investors are optimistic about the spring market in 2026, with a focus on technology growth [51]. Group 4: Investment Strategies - The report highlights a trend of increasing allocations to equity assets, with 42% of investors planning to increase their investments in stocks [48][35]. - There is a notable interest in gold investments, with 71% of investors having allocated funds to gold, reflecting its status as a safe haven amid market volatility [37][13]. - The preference for indirect investment methods, such as ETFs, is growing, particularly in the Hong Kong stock market, where 58% of investors chose this route [40][39]. Group 5: Economic Factors - The report notes that the decline in risk-free interest rates has prompted a shift in investment strategies, with more investors considering equities over traditional savings [11][36]. - Expectations for liquidity in the market remain high, with over 60% of investors anticipating a continued influx of capital into equities [48][22].

在上海，2026年的钟声仿佛与科创企业"敲钟"之声一同响起。这座经济总量跨入全球前五的大都会，正 加速迈向全球科技创新高地。 从AI企业陆续登陆资本市场，到"模速空间"创新生态蓬勃成势，国家所需即上海所向，为国担当、勇为 尖兵，是这座城市的使命所在。 在全球不确定性持续攀升的时代，上海维持确定性与可预期的竞争力。五年来，全市GDP接连迈上4万 亿元、5万亿元两个大台阶。在成为中国首个"5万亿之城"后，2025年上海经济继续向新向优，以5.4%的 GDP增速跑赢全国平均水平，经济结构优化、动能转换。 这是一座光荣的人民之城，跨越30多年的"拎马桶"改造已总体完成，"城中村"改造全面提速，遍布全市 的公园数量达到1100座。2025年，上海接待了入境游客936万人次，"中国入境游第一站"的新名片亮眼 夺目。 这是一座充满活力的追梦之城，拥有国际一流的营商环境，具备深厚的文化软实力。街区适合漫步，建 筑可以阅读，更多年轻人在这里找到向下扎根的土壤、也打开向上生长的空间。 2026年已然到来，"十五五"由此起笔。上海怎么干？外界目光再度聚焦。2月2日，2026年上海两会启 幕，黄浦江畔的希望与憧憬开始涌动，再出发、开 ...

2026年新品发布会上，"有故事"的月季的优先种植权被争抢一空。市场用真金白银证明，从实验室到生 产线、百姓家，不仅需要技术过硬，更需要情感赋能。消费者买的不仅是一盆花，更是一份认同与感 动。 （摘编自《云南日报》，原题为《科技芬芳何以飘入百姓家》） （文章来源：人民日报） 前不久，由云南科研机构自主培育的"中国风"月季征名活动引发关注，"娇龙"这一名字获得大量支持， 不少网友希望以此纪念不久前离世的新疆干部贺娇龙。 从"宝华"到"文秀"再到"娇龙"，一个个从人民心间"长"出的名字，不仅饱含温度，也启示我们，真正的 科技创新，必须"顶天"又"立地"，既能突破核心技术瓶颈，掌握发展主动权，又要让价值的根系深植于 文化自信和人民情感的沃土之中。 让创新走向市场，一个重要方面在于找到通向大众情感的桥梁。当科研的"天线"接上民意的"地线"，便 会产生奇妙的化学反应。当一株凝聚了科研智慧的鲜花，被赋予如此真切可感的人文温度与集体记忆 时，它便不再仅仅是实验室里的一份成果，而成为公众情感的温暖寄托、时代精神的生动载体。这正是 科技创新得以深深扎根于社会土壤、提升附加值的关键一跃。 ...

开栏的话 今年是中国共产党成立105周年，是"十五五"开局之年。新的一年，新的奋斗，新的进发。"一起为梦想 奋斗、为幸福打拼，把宏伟愿景变成美好现实"的殷殷期望催人奋进。 本报今起开设"新春走基层"专栏，编辑记者践行"四力"，奔赴基层一线采访，看山河壮丽、大地丰饶的 大国气象，听心有所悦、业有所成的百姓故事，展现中国式现代化的壮美华章。 临近春节，在消费品以旧换新政策带动下，各地商场的手机店吸引了大量客流，新品销售火热。 湖北武汉楚河汉街一家手机店里，消费者张先生正在体验折叠屏手机，"既方便携带，还能'尝鲜'新功 能。" 门店工作人员介绍，随着折叠屏等创新形态逐步进入主流手机市场，再加上人工智能语音助手等功能上 新，消费者购机热情高涨。2025年，我国手机市场规模突破万亿元。折叠屏手机市场出货量超过1000万 台，同比增长9.2%。 "折叠屏手机融合材料科学、先进制造和软件生态创新，我们在该领域持续研发超过8年，累计获得超过 3500件相关专利。今年，我们还将推出新一代产品。"OPPO首席知识产权官冯英介绍，截至2025年底， OPPO全球专利申请量超过11.8万件，全球专利授权数量超过6.6万件。其中，发明 ...

Core Viewpoint - The establishment of the "Sichuan NPC and CPPCC Online Workstation" aims to enhance interaction between the public and representatives, focusing on addressing key concerns in various sectors such as urban construction, education, and public services [1] Group 1: Public Concerns - The online platform has received nearly 160 messages from the public, with major concerns in urban construction, education, transportation, public services, and rural revitalization [1] - The top five areas of public concern include traffic management (13.29%), urban construction and management (12.65%), public services (10.12%), education management (10.12%), and social security (9.49%) [1] Group 2: Suggestions and Recommendations - Suggestions from the public include reforms in the education system, such as changing certain subjects to graduation assessment criteria and adjusting the difficulty of physical education exams [1] - There are calls for increased attention to labor market issues, including illegal employment practices and the need for stronger labor rights protection [1] - Recommendations also highlight the importance of technological innovation, urban-rural development, and the construction of a modern industrial system, with specific calls for more job opportunities in the new energy sector [1] Group 3: Representative Actions - Representatives have committed to addressing valuable public feedback in their proposals for the upcoming provincial meetings, particularly focusing on rural infrastructure and education reforms [1] - Specific suggestions include increasing investment in remote rural areas for infrastructure improvements and enhancing the training and evaluation mechanisms for innovative talent [1]

（来源：中国改革报） 转自：中国改革报 其一，分类评价的科学性与公平性挑战。如何为基础研究、应用研究、技术开发、成果转化等不同类型 科研活动，设计出既符合其规律又具备可操作性的评价标准？如何避免在破除旧"四唯"后，又形成诸 如"唯转化金额""唯企业头衔"等新的简单化倾向和"新帽子"？ 其二，市场评价与长期主义的平衡难题。引入市场效益、企业认可等评价维度时，如何有效防止科研活 动被短期市场波动或资本逐利性所干扰，确保对国家长远战略和前沿探索的持续投入？如何评估那些当 前不赚钱但关乎未来竞争力的核心技术研发？ 其三，破旧与立新的制度衔接问题。破除旧的评价体系后，如何建立起一套更加多元、复杂同时又能保 障公正、可信度的新评价体系？这涉及评审专家库的更新、评价流程的重塑、监督机制的完善以及学术 共同体文化的逐步转变。 其四，科技管理部门的改革智慧与定力。改革必然会触动既有利益格局，遭遇路径依赖的惯性阻力。这 就要求各级科技管理部门具备改革智慧与战略定力，在探索中不断完善，避免"翻烧饼"式的政策反复。 □ 张守营 "十五五"规划建议对深化科技评价改革进行部署，这是直面科技创新体系深层矛盾、回应时代发展需求 的战略抉择。 ...

Group 1 - The core viewpoint of the news is that China's shipbuilding industry is set to maintain its global leadership in three key metrics by 2025, with significant growth in completion volume, new orders, and backlog orders [1] - By 2025, China's shipbuilding completion volume is projected to reach 53.69 million deadweight tons, a year-on-year increase of 11.4%, accounting for 56.1% of the global market [1] - The new orders received are expected to total 107.82 million deadweight tons, representing 69% of the global market share [1] - As of the end of December 2025, the backlog orders are anticipated to reach 274.42 million deadweight tons, a year-on-year growth of 31.5%, making up 66.8% of the global market [1] - Six major Chinese shipbuilding companies are ranked among the top ten globally in terms of completion volume, new orders, and backlog orders [1] - Among 18 major ship types, 16 types are expected to lead the world in new orders, indicating a significant breakthrough in high-end transformation and the delivery of world-class green intelligent ships [1] Group 2 - The Ministry of Industry and Information Technology (MIIT) plans to focus on four areas to promote the development of the shipbuilding and marine engineering equipment manufacturing industry [2] - The first area is to promote the deep integration of technological and industrial innovation, targeting major demands in deep-sea polar regions and green intelligence [2] - The second area involves upgrading the industry and developing emerging industries, emphasizing green technology and artificial intelligence [2] - The third area focuses on strengthening industrial cluster construction and nurturing quality enterprises, aiming to build world-class shipbuilding and marine engineering industry clusters [2] - The fourth area is to maintain open cooperation and mutually beneficial development, enhancing the business environment and deepening global industrial collaboration [2]

不仅三大造船指标继续全球领跑，2025年，我国骨干船企国际竞争力不断增强，分别有6家企业位居世 界造船完工量、新接订单量和手持订单量前10强。18种主要船型中有16种船型新接订单量位居世界第 一，多型世界级绿色智能船舶交付，高端转型取得重要突破，行业高质量发展取得了明显成绩。 ● 本报记者 王婧涵 2月1日，工业和信息化部发布我国造船业最新数据。2025年，我国造船三大指标国际市场份额连续16年 保持全球领先。 工信部装备工业二司数据显示，2025年我国造船完工量5369万载重吨，同比增长11.4%，占全球市场总 量的56.1%；新接订单量10782万载重吨，占全球市场总量的69%；截至2025年12月末，手持订单量 27442万载重吨，同比增长31.5%，占全球市场总量的66.8%，手持订单量再创历史新高。 此前，工信部相关负责人在行业会议上表示，下一步，工信部将围绕四方面发力，推动船舶与海洋工程 装备制造业发展：一是推动科技创新和产业创新深度融合。面向深海极地、绿色智能等重大需求和前沿 领域，加快关键核心技术攻关，加强中试验证应用，全链条推进船舶海工装备创新发展。二是推进产业 提质升级和新兴产业发展。加快 ...

Core Insights - The public fund industry is actively launching new products, with technology themes becoming a popular investment focus due to improving macroeconomic conditions and ongoing technological advancements, leading to a positive outlook for the A-share market through 2026 [1][2] Group 1: Market Trends - Multiple public funds have recently launched technology-themed products, with significant fundraising success, such as the Morgan Stanley Hong Kong-Shanghai Technology Mixed Fund raising 4.424 billion yuan [1] - The overall market sentiment is expected to remain positive, with sectors like innovative pharmaceuticals, artificial intelligence, and robotics showing strong performance [1][2] Group 2: Economic Outlook - The gradual recovery of the economy, driven by the "anti-involution" policy and strong demand in various sectors, is anticipated to lead to a stable economic environment through 2026 [2] - The new wave of technological revolution is expected to reshape the global economic landscape, providing strong momentum for China's economic development [2] Group 3: Investment Directions - Five key investment areas are highlighted: 1. Domestic semiconductor industry growth driven by increased production and technological upgrades [3] 2. Non-ferrous metals benefiting from global resource adjustments and domestic policy, with structural demand from AI and new energy sectors [3] 3. Power equipment sector gaining opportunities from global AI infrastructure development [3][4] 4. AI computing power infrastructure growth supported by increased capital expenditure from major internet companies [4] 5. Humanoid robots entering the industrialization phase, showcasing significant market potential [5]