Core Viewpoint - The focus of the recent research and visits by the Liaoning Provincial Party Secretary, Xu Kunlin, emphasizes the importance of technological innovation as a key driver for revitalizing the old industrial base in Liaoning [1][2]. Group 1: Technological Innovation and Industry Integration - The research activities are aimed at addressing "bottleneck" challenges and achieving dual outputs of scientific research results and technological talent [2]. - There is a strong emphasis on combining basic research with applied research to help Liaoning build a competitive advanced manufacturing cluster [2]. - The strategy includes promoting the transformation of research results into products and industries, highlighting the deep integration of technological and industrial innovation [2]. Group 2: Strategic Planning and Continuous Learning - The provincial government has established a coherent and forward-looking strategic line regarding technological innovation over the past three months [2]. - High-level thematic learning sessions have been held, focusing on future topics such as atomic-level manufacturing and quantum information technology, inviting top experts to provide insights [2][3]. - The emphasis is on moving away from outdated industrial maps to navigate new production capabilities, indicating a shift in regional competition towards technological innovation [3]. Group 3: Talent Development and Support - The strategy includes providing quality services for scientific personnel and creating a supportive environment, which is crucial for retaining talent [3]. - Initiatives such as "attracting, nurturing, utilizing, and retaining talent" and granting greater autonomy to scientific personnel are part of the strategic deployment [3]. - The underlying logic is that talent is key to technological innovation, and effective support will enable innovation to flourish [3].

Core Insights - Inner Mongolia is expected to complete investments exceeding 300 billion yuan in major energy projects by 2025, with energy industrial investment accounting for approximately 35% of the region's fixed asset investment [2] Group 1: Energy Supply and Capacity - The energy supply security capability has significantly improved, with Inner Mongolia set to fulfill a coal supply task of 795 million tons by 2025, adding 13 new coal production capacity reserve projects totaling 23.6 million tons [2] - The total installed power capacity in Inner Mongolia is projected to exceed 300 million kilowatts, leading the nation, with an external electricity delivery of 3.5 trillion kilowatt-hours, maintaining the top position for 21 consecutive years [2] Group 2: Power System Enhancements - The power system's support and regulation capabilities will be further enhanced, with the completion of the 500 kV main grid construction for both the eastern and western power grids by 2025 [2] - The State Grid's eastern power market will initiate continuous settlement trial operations, while the western power market will transition to formal operations [2] Group 3: Renewable Energy Development - Wind power installed capacity in Inner Mongolia has surpassed 10 million kilowatts, with an annual addition of 35 million kilowatts, bringing the cumulative installed capacity to over 170 million kilowatts and generating 270 billion kilowatt-hours, ranking first in the nation for ten consecutive years [2] - The region has delivered 90 billion kilowatt-hours of green electricity externally, marking a year-on-year growth of over 40% [2] Group 4: Energy Storage and Hydrogen Production - Inner Mongolia has accelerated energy storage development through policy support, implementing a "discharge compensation" mechanism with compensation rates set at 0.35 yuan/kWh for 2025 and 0.28 yuan/kWh for 2026, with a cumulative new energy storage capacity exceeding 17 million kilowatts [3] - The green hydrogen production in Inner Mongolia is expected to exceed 10,000 tons by 2025, quadrupling the output from 2024, leading the nation in this sector [4] Group 5: Technological Innovation - By 2025, the proportion of green and intelligent coal mines in production will reach 61% and 74%, respectively, with ten technological equipment in hydrogen energy, energy storage, and new power systems recognized as major national first sets [4] - Seven projects have been selected as national pilot projects in the hydrogen energy sector, the highest number in the country [4]

Overall Landscape - R&D resources are increasingly concentrated among leading companies, with the top 100 firms accounting for 43.29% of total R&D investment, up nearly 2 percentage points from the previous year [1] - Huawei remains the leader in innovation for five consecutive years, with R&D investment reaching 179.7 billion yuan, the only company with over 100 billion yuan in investment [1] - BYD has risen from 12th place in 2021 to 2nd place, reflecting explosive growth in the electric vehicle sector [1] - Traditional manufacturers like Gree Electric and Great Wall Motors have seen their rankings decline, with Lenovo Group at risk of falling out of the top 100 [1] Regional Distribution - Beijing, Shenzhen, Shanghai, and Hangzhou dominate the top 100 list with 63 companies, with Beijing leading at 34 [2] - The Yangtze River Delta and the Guangdong-Hong Kong-Macau Greater Bay Area have 30 and 13 companies respectively, indicating a concentration of quality innovation resources [2] - Taiwan leads in R&D intensity with an average of 6.142 billion yuan, largely driven by TSMC, which contributes 65.64% of local R&D [2] Industry Differentiation - The report categorizes 44 industries into four tiers, showing significant differentiation [3] - The trillion-yuan R&D investment tier includes strategic emerging industries like information transmission and automotive, contributing 83.73% of total R&D [3] - The pharmaceutical manufacturing sector has seen a decline in total R&D investment due to financing challenges and centralized procurement policies, despite maintaining a high average intensity of 12.38 billion yuan [3] R&D Output - The number of invention patent applications from registered companies reached 372,800, surpassing 61.38% of all applications, significantly higher than the national average of 29.58% [5] - 878 companies applied for PCT international patents, accounting for 43.27% of the national total, indicating accelerated global expansion by firms like Huawei and CATL [5] - 2,039 companies participated in the formulation of national standards, contributing to 74.89% of the total published standards, with a clear trend of shifting from traditional manufacturing to high-tech fields [5] Corporate Development - The number of companies with over 100 billion yuan in revenue has increased to 8, but the proportion of firms achieving both revenue and profit growth has dropped from 5 to 3 [6] - Despite economic pressures, 934 companies increased R&D investment to a total of 359.7 billion yuan, with a significant concentration in the STAR Market and ChiNext [6] - Industries like instrumentation and communication equipment have seen R&D investment ratios exceed 20%, while traditional sectors are showing signs of transformation [6] Policy Environment - The Chinese capital market's support for technological innovation has reached unprecedented levels, with new policies facilitating financing for unprofitable "small but specialized" companies [7] - The emphasis on "technological self-reliance" in the 15th Five-Year Plan highlights the importance of enhancing the innovation capabilities of enterprises [7] Challenges and Outlook - Chinese companies face three core challenges: narrowing profit margins, slowing growth in R&D investment, and resource misallocation [8] - Positive signals include a rebound in median R&D investment, improved patent quality, and a commitment to technology by companies despite economic downturns [8] - The transition from cost leadership to technology leadership is crucial for China's ability to achieve original innovation [8]

Core Insights - The provincial governor emphasizes the importance of implementing measures for stable growth and expanding characteristic industrial chains to contribute to the development of Shaanxi province [1][2] - The governor encourages local businesses to innovate consumer activities and enhance the supply of quality products to meet diverse consumer demands [1] - There is a focus on improving safety, environmental responsibility, and innovation in local companies to enhance their core competitiveness [1] - The governor highlights the need for regional medical centers to improve their service levels and clinical research capabilities [1] Group 1 - The governor conducted a survey in Yulin city, stressing the need to follow the directives of Xi Jinping and the provincial government's work deployment [1] - The governor visited the "Time Street" shopping center to discuss operational models and encourage local consumer activities [1] - The governor inspected local companies, urging them to enhance innovation and adhere to safety and environmental responsibilities [1] Group 2 - The governor visited the coal mining area to assess the effectiveness of land restoration efforts and emphasized the importance of a systematic repair framework [2] - The governor addressed community concerns, highlighting the need for timely resolution of public issues and the protection of citizens' rights [2] - During a meeting, the governor called for clear goals and investment in projects to achieve a strong start for the "15th Five-Year Plan" [2]

制图:朱林(即梦AI生成) | 试验发展 | 应用研究 | 县础研究 | | --- | --- | --- | | 经费 | 经费 | 经营 | | 2024年 ■ 82.73% | =11.60% | =5.67% | | 2023年 ■87.00% | 7.50% | =5.60% | | 2022年 ■ 85.10% | 9.40% | =5.40% | | 2021年 ■ 84.20% | - 8.90% | =6.90% | | 2020年 ■ 84.90% | 9.20% | =5.90% - moreer | 全国与广东研究与实验发展(R&D) 经费投入情况对比(单位:亿元) 专国 广东 2024年 5099.61 36130 2023年 4802.62 33357.1 2022年 | 4411.9 30782.9 2021年 4002.18 27956.3 2020年 3479.88 24393.1 2019年 3098.49 22143.6 2018年 2704.7 19677.9 2017年 | 2343.63 17606.1 2016年 15676.7 2035.14 2024年广东R ...

Group 1 - The core viewpoint of the article emphasizes the importance of high-quality construction and development of the bond market's "Technology Board" to support innovation-driven enterprises, particularly startups facing financing challenges [1][2] - Since its launch in May 2025, the "Technology Board" has seen significant market response, with 1,690 entities issuing over 1.9 trillion yuan in technology innovation bonds by January 7, 2026, indicating a growing participation from private enterprises alongside state-owned enterprises [1][2] - The article highlights the need for further exploration and improvement in areas such as the coverage of issuing entities, normalization of bond issuance mechanisms, secondary market liquidity, and synergy with other financial instruments [1][2] Group 2 - To enhance the quality of the "Technology Board," the article suggests three key areas of focus: improving specialized and market-oriented technology risk assessment and pricing capabilities, which are essential due to the rapid technological iterations in innovation enterprises [1][2] - Strengthening risk-sharing and credit enhancement mechanisms is crucial, with the central bank proposing tools to mitigate investor default risks through low-cost relending and guarantees, aiming to create a multi-layered risk dispersion structure [2] - The article calls for the deepening of supporting mechanisms and ecosystem development, including simplifying information disclosure requirements and promoting innovative products like convertible bonds and ETFs to enhance secondary market liquidity [2][3] Group 3 - The high-quality development of the "Technology Board" requires a shift in focus from historical asset evaluation to future technology potential, aligning financial services with the needs of the real economy [3] - As relevant systems mature, the bond market is expected to integrate more deeply into the technology innovation ecosystem, fostering the emergence of internationally competitive innovation enterprises [3]

Core Insights - The Heilongjiang Provincial Natural Science Fund has been instrumental in nurturing high-level scientific talent since its establishment in 1995, with a total of 575 individuals funded by 2024, including 14 who have become academicians and 38 who received the National Natural Science Fund's Outstanding Youth Project funding, accounting for 39.58% of the province's total [1][2] Group 1: Talent Development - The Provincial Natural Science Fund serves as a critical resource for cultivating young scientific talent, creating a robust foundation for their growth through continuous funding over 30 years [2] - The team led by Professor Chi Qingguo exemplifies the synergy between the Provincial Natural Science Fund and local talent policies, having grown from a small group to a well-structured team of 10 faculty members and nearly 100 graduate students [2][3] Group 2: Research and Innovation - Research teams supported by the Provincial Natural Science Fund focus on addressing national strategic needs and industry challenges, facilitating the transition of research outcomes from laboratories to production lines [4] - Chi Qingguo's team has made significant advancements in high-voltage power distribution and electric vehicle insulation systems, successfully collaborating with local manufacturing enterprises to integrate production standards into their research [4] Group 3: Policy Support - Recent policies in Heilongjiang Province, such as the "Implementation Opinions on Strengthening and Improving Talent Work in the New Era," have established a comprehensive support system for young researchers, enhancing their ability to focus on scientific inquiry [7] - The ongoing upgrades to funding policies and increased support for young researchers are expected to bolster their academic influence and facilitate the accumulation of early research achievements [7] Group 4: Future Outlook - The future plans include forming collaborative teams with industry leaders to tackle major national research projects, focusing on the localization of key materials and equipment, and enhancing the training of high-level young talents [7][8] - The continuous improvement of the talent development ecosystem in Heilongjiang Province aims to foster a conducive environment for scientific research and innovation, ultimately contributing to the region's high-quality revitalization and development [8]

本报讯（杨爽 记者薛婧）6日至7日，东北地区国家高新区联盟协同发展交流会在哈尔滨召开。会议 以"科创赋能冰雪经济 聚力培育新质生产力"为主题，由工信部火炬中心东北中心指导，哈尔滨高新区 管理委员会承办，东北地区国家高新区联盟成员单位共同参与。 7日，东北高新区联盟与哈工大联合召开产业供需对接会，会议以培育新质生产力为核心目标，围绕各 高新区具体产业需求与技术攻关难题，组织哈工大机电工程学院多支具备产业化条件的科研团队与天合 富奥汽车安全系统（长春）有限公司进行精准对接，旨在构建校企协同转化机制，进一步加强高校、国 家高新区和高新技术企业协同发展，落地一批科技创新成果，推动科技创新与产业创新深度融合，为发 展新质生产力提供有力支撑。 （来源：黑龙江日报） 交流会紧扣时代脉搏，锚定"科技创新驱动、联盟聚力赋能"核心方向，以冰雪经济为重要应用场景，以 推动"双高协同"、加速培育新质生产力为根本目标，充分发挥国家高新区作为创新驱动发展主阵地、产 业转型升级主力军的作用，牢固树立"东北高新区一盘棋"思想，深度整合区域科创资源，推动科技创新 链与产业链深度融合。力争通过牵头构建更加紧密的联盟协作机制，实现跨区域资源共享、 ...

北京经开区相关负责人透露，"十四五"期间，亦庄新一代信息技术、高端汽车和新能源智能汽车、生物 技术和大健康、机器人和智能制造等主导产业年均增长8%，未来产业规模以上企业数量占全市四分之 一，形成了6个千亿级产业集群，以北京1.37%的土地贡献了近四成的工业增加值。 现代化产业体系全面成势，带来区域综合经济实力大幅跃升。初步统计，北京经开区在"十四五"时期的 经济总量保持年均10%高速增长，居头部国家级经开区首位。固定资产投资连续3年保持千亿规模，实 际利用外资跻身全市前列。从经济综合实力来看，北京经开区始终保持在国家级经开区第一梯队。2025 年，北京经开区地区生产总值预计增长9%左右，工业总产值预计增长11%左右，对全市产值增长贡献 率超50%，占比全市第一。 超千项"三城"科技成果落地 2021年，北京集成电路产教融合基地启动。这一基地的"产"是经开区的集成电路产业，"教"是北京大 学、清华大学、中科院微电子所的"强强联合"。近年来，基地的多个结题项目直接解决了先进制程工 艺、关键装备材料等领域的技术难题，还培养了约600名硕博研究生，九成进入集成电路行业。 本报记者 曹政 近日，北京经开区"亮"出"十四 ...

科技股成为推动A股本轮行情的结构性的支柱力量。从行业来看，2025年8月电子行业市值首次超过银 行业，成为股票市场第一大行业。市场整体"含科量"超过25%，从全年涨幅看，创业板指上涨49.57%， 科创50上涨35.92%，北证50上涨38.81%，均高于上证指数、深证成指。2026年元旦假期以来连续三个 交易日的上涨，也主要是由科技股推动。2026年，随着中国企业在半导体、创新药等领域以及其他新兴 产业的快速发展，科技类上市公司将继续成为A股上涨行情的内在强大驱动力。 1月7日，A股三大指数再度集体上涨。截至1月7日收盘，上证指数收涨0.05%，报4085.77点，盘中一度 触及4098.78点，达到2015年以来的新高，意味着A股上涨行情从2025年向2026年顺利延续。 此轮上涨行情起于2024年9月底中央出台的一系列增量政策提振市场信心，随后的2025年春 节，"DeepSeek时刻"点燃了A股行情，全球投资者开始关注到中国在科技领域发展的超预期发展，从而 推动了中国资产重估。 更为重要的是，政策红利与科技创新产生的叠加效应。政策更加有力地支持了高新技术企业上市，为发 展新质生产力提供全链条的金融服务 ...