科技创新
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科技、政策与资金成为A股本轮行情的有力支撑
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-07 22:15
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 ...
聚焦包容性适应性资本市场新一轮全面深改箭在弦上
Xin Lang Cai Jing· 2026-01-07 21:21
Core Viewpoint - The capital market in China is set to undergo comprehensive reforms in 2026, focusing on enhancing market inclusivity and adaptability to better serve new productive forces and efficiently channel capital towards technological innovation [1][2]. Group 1: Reform Initiatives - A series of significant reform measures will be implemented starting January 1, 2026, including the enforcement of the "Regulations on the Management of Sales Expenses for Publicly Raised Securities Investment Funds" and the solicitation of public opinions on the "Regulations for the Supervision of Secretaries of Listed Companies" [2]. - The China Securities Regulatory Commission (CSRC) emphasizes the need for steady progress, quality improvement, and risk prevention, aiming for high-quality development through continuous deepening of capital market reforms [2][3]. Group 2: Financing and Investment Strategies - The CSRC plans to enhance the inclusivity and attractiveness of the capital market, launching reforms for the Growth Enterprise Market and accelerating the implementation of the "1+6" policy framework for the Sci-Tech Innovation Board [3]. - The focus will be on cultivating high-quality listed companies and promoting long-term capital investment through tax incentives and mechanisms that encourage social capital to invest in early-stage technology firms [4]. Group 3: Supporting New Productive Forces - The reforms aim to improve the capital market's ability to support new productive forces, particularly in sectors like artificial intelligence, biomedicine, and green energy, which are reshaping the global economy [5][6]. - The CSRC chairman highlighted the importance of a vibrant capital market in driving technological and industrial development, advocating for a supportive ecosystem for innovation [5]. Group 4: Regulatory Adjustments - Experts suggest that the capital market should establish differentiated regulatory and delisting mechanisms tailored to the characteristics of technology companies, allowing for more flexible standards that consider their unique growth patterns [7][8]. - There is a call for optimizing the merger and acquisition processes for technology firms, simplifying review procedures, and enhancing information disclosure and post-transaction supervision [7].
充分挖掘中国经济潜能
Xin Lang Cai Jing· 2026-01-07 21:21
Core Insights - The central economic work conference emphasizes the necessity to "fully tap economic potential" as a primary strategy for driving high-quality economic development in China [2][3]. Group 1: Economic Potential - China's economy is characterized by its large scale and significant untapped potential, which can enhance resilience and independence against external risks [3]. - The conference highlights the importance of recognizing and effectively stimulating this potential to transform it into robust economic growth [4]. Group 2: Economic Achievements - During the "14th Five-Year Plan" period, China's economy has made significant strides, with GDP expected to reach approximately 140 trillion yuan by 2025, following a steady increase past 110 trillion, 120 trillion, and 130 trillion yuan [4]. - The average contribution of final consumption to economic growth from 2021 to 2024 is projected to be close to 60%, indicating a strengthening role of domestic demand [4]. Group 3: Strategic Focus Areas - The need to enhance economic potential is elevated to a strategic level, particularly in light of profound changes in both domestic and international environments, including a new wave of technological revolution and industrial transformation [4]. - The transition to high-quality development necessitates a focus on deepening the integration of traditional growth drivers with new ones, leveraging market scale, industrial systems, human resources, and innovation capabilities [5]. Group 4: Advantages and Dividends - The "15th Five-Year Plan" outlines four key advantages that represent China's economic potential: institutional, market, industrial, and talent dividends [7][8][9][10]. - Institutional dividends stem from the advantages of the socialist system, which enables coordinated efforts and long-term strategic focus [7]. - Market dividends arise from China's vast market size and the growing middle-income population, which enhances consumption and innovation opportunities [8]. - Industrial dividends are linked to China's comprehensive industrial system, which supports efficiency and innovation in production [9]. - Talent dividends are derived from a large and increasingly educated labor force, which is crucial for driving technological and economic advancements [10]. Group 5: Implementation Strategies - To effectively stimulate economic potential, it is essential to focus on deepening institutional reforms, expanding consumption and investment, and promoting industrial innovation [11]. - Strategies include enhancing the domestic market through increased consumer income and investment in key sectors such as technology and green transformation [12]. - Emphasis on technological innovation is critical for driving industrial upgrades and fostering new economic growth points [13].
情系基层担使命,深耕专业建真言
Xin Lang Cai Jing· 2026-01-07 20:19
(来源:新华日报) 作为一名从科技创新领域走出来的人大代表,他始终将履行代表职责与推动行业发展、服务区域建设紧 密结合,以实干担当诠释代表使命。他走访慰问辖区困难群众,进社区收集社情民意,提出食品安全治 理、校园食堂监控开放等务实建议。他立足数据科技专长,提交数字产业发展相关建议,联动部门推动 二手车出口企业扶持政策制定,以专业视野与实干担当搭建民意"连心桥",助力鼓楼高质量发展。 许伟代表(南京三百云信息科技有限公司创始人兼CEO) ...
东莞“领航计划”“传承计划”加力培育青年企业家
Xin Lang Cai Jing· 2026-01-07 19:17
Core Viewpoint - The training program for young entrepreneurs in Dongguan aims to enhance their overall quality and promote the growth of the private economy in the region through targeted educational initiatives [1][2]. Group 1: Training Program Overview - The Dongguan Municipal United Front Work Department and the Municipal Federation of Industry and Commerce held a graduation ceremony for the "Navigating Plan" and "Inheritance Plan" training programs for young entrepreneurs, attended by approximately 120 participants [1]. - The training program, initiated in September 2022, included a year-long curriculum focusing on ideal belief education, enterprise management, and the application of artificial intelligence, utilizing various teaching methods such as classroom instruction, benchmark visits, case studies, and specialized teaching [1]. Group 2: Objectives and Aspirations - The program aims to strengthen the construction of the young entrepreneur team, providing a precise curriculum system tailored to different groups to enhance their comprehensive qualities [1]. - Young entrepreneurs are encouraged to integrate personal growth and enterprise development into the national development framework, embrace technological advancements, and promote innovation and industrial upgrades to enhance their core competitiveness [2]. Group 3: Graduation Ceremony Highlights - The graduation ceremony featured a video showcasing the participants' dedication and progress throughout the year, highlighting their growth in theoretical learning and practical application [2]. - Outstanding class committee members and students were recognized, and graduation certificates were awarded to all participants, emphasizing the importance of continuing the entrepreneurial spirit and contributing to the high-quality development of Dongguan's private economy [2][3].
杨元庆谈在Sphere开发布会
Xin Lang Ke Ji· 2026-01-07 18:40
责任编辑:丁文武 杨元庆谈在Sphere开发布会:这个场地当然很震撼,但如果一家公司没有实在创新,没有技术实力,就 算选择再炫酷的场地,也是没有用的。科技公司的成功靠的是内力与创新。我们之所以能邀请那么多科 技领袖来我们的活动,靠的是创新,我们是一家扎实有竞争力的科技创新企业。 专题:2026年度国际消费电子展(CES) ...
外交部:中国将继续以开放 姿态与各国共享发展繁荣
Xin Lang Cai Jing· 2026-01-07 18:14
(来源:内蒙古日报) 转自:内蒙古日报 新华社北京1月7日电 (记者 董雪 曹嘉玥)近日,多家欧洲金融机构研究报告称,中国在全球主要经济 体中展现出较强韧性。对此,外交部发言人毛宁1月7日表示,中国将继续以开放的姿态与各国共享发展 繁荣。 当日例行记者会上,有记者问:近日,英国渣打银行、法国兴业银行、荷兰国际集团等多家欧洲金融机 构发布研究报告称,在科技创新和绿色转型支撑下,中国经济有望在2026年保持稳定增长,在全球主要 经济体中展现出较强韧性。发言人对此有何评论? 她表示,今年是"十五五"开局之年。展望"十五五",中国经济长期向好的支撑条件和基本趋势不会变, 优势将更加彰显。中国将以"创新"和"绿色"作为高质量发展的引擎和底色,以"开放"和"共享"助力全球 共同发展,不断扩大自主开放和制度型开放。 "我们将继续做好自己的事,续写中国奇迹的新篇章;也将继续以开放的姿态与各国共享发展繁荣。"毛 宁说,中国式现代化的新征程,将为中国与世界共创未来增添新动能,提供新机遇。 毛宁说,刚刚过去的2025年,中国经济有效应对各种风险挑战,顶压前行、向新向优发展,科技创新成 果、绿色能源转型领跑全球,综合国力跃上新台阶。 ...
包头市“新年第一会”锚定科技创新
Xin Lang Cai Jing· 2026-01-07 18:14
(来源:内蒙古日报) 转自:内蒙古日报 本报包头1月7日电 (记者 蔡冬梅)1月7日上午9时,包头市委常委会议室内,一场关乎这座城市未来五 年乃至更长时期发展动能的关键会议准时召开。作为新年伊始的"第一会",包头市委科技委员会2026年 第一次全体会议将主题锚定"科技创新",其规格之高、覆盖范围之广,清晰传递出这座北方重工业城市 以创新驱动转型、破局发展的坚定决心与紧迫感。 会议上,展示了一份翔实而犀利的"问题清单"。一连串对比数据,凸显了包头在区域乃至全国创新竞赛 中所处的严峻态势。"面对空前激烈的竞争态势和转型发展的迫切需要,我们必须深刻认识科技创新对 包头发展的重大意义。"包头市主要领导的讲话直指核心。会议将包头的科技创新定位为高质量发展 的"战略引擎"和"关键变量",明确总体要求是聚焦因地制宜发展新质生产力,构建"1144"现代化产业体 系,以"创新突围"为引领。 如何突围?会议提出了"三统筹一优化"的清晰路径。一是统筹推进科技创新和产业创新深度融合,强调 要提升平台能级、夯实企业主体地位、加强核心技术攻关,尤其在稀土领域谋求全链条突破。二是统筹 推进科技成果转化落地,直指本地成果转化率不高的痛点,要 ...
鲁抗医药荣获第七届济宁市市长质量奖
Qi Lu Wan Bao· 2026-01-07 15:11
此次获奖,是对鲁抗医药质量管理工作的权威认可,也是区市场监管局推动质量强区建设的成功实践。 下一步,济宁高新区市场监管局将持续深化质量提升行动,加大优质企业培育力度,推广先进质量管理 模式,引导辖区企业树立"质量第一"的发展理念。同时,聚焦企业发展需求,优化质量服务供给,在品 牌培育、标准制定、知识产权保护等方面提供精准支持,助力更多企业迈上质量发展快车道,为高新区 打造高质量发展先行区蓄力赋能。 自第七届济宁市市长质量奖申报工作启动以来,济宁高新区市场监管局高度重视,将培育优质企业争创 质量奖项作为推进"质量强区"建设的重要抓手。针对鲁抗医药的申报工作,该局组建服务专班,第一时 间深入企业开展"一对一"精准指导,在申报材料撰写、评审标准解读、现场评审筹备等关键环节,专班 人员多次上门对接,协助企业梳理质量管理经验、提炼特色管理模式、完善申报材料,助力企业充分展 现质量管理的经验与优势,高标准完成申报全流程工作。 山东鲁抗医药股份有限公司作为高新区医药健康产业的龙头企业,始终秉持"质量至上"的发展理念,创 新构建"三质联动"质量管理模型,覆盖研发、生产、销售全流程,持续筑牢质量根基,先后获评全国质 量效益型先 ...
爱尔兰总理:愿与中方深化经贸合作 增进多边事务协调
Xin Hua She· 2026-01-07 14:16
新华社北京1月7日电(记者袁睿)正在对中国进行正式访问的爱尔兰总理马丁5日在北京接受中国媒体 联合采访时表示,爱尔兰愿与中方深化在经贸、绿色能源、科技创新等领域合作,增进在多边事务中的 协调。 ...