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遵循创新规律培育耐心资本
Jing Ji Ri Bao· 2025-06-28 21:56
Core Viewpoint - The recent Lujiazui Forum emphasized the importance of "technological innovation," "industrial innovation," "financial services," and "funding support" as key elements for enhancing national strength and fostering innovation-driven development [1][2]. Group 1: Innovation and Funding - Innovation is crucial for improving comprehensive national strength and has become a focal point for global competition, with advancements in AI, biotechnology, and quantum technology [1]. - A multi-layered technology financial service system has been established in China, including bank credit, bond markets, and stock markets, to support innovation [2]. - The introduction of a "technology board" in the bond market and the establishment of a growth layer in the Sci-Tech Innovation Board are part of efforts to create a funding mechanism that aligns with innovation's inherent rules [2]. Group 2: Roles of Financial Support - Financial support must act as a "patience runner" for innovation, requiring long-term stable capital rather than short-term funding [2][3]. - A conducive environment for innovation should be created, including a tolerance for failure and mechanisms to encourage investment despite risks [3]. - A comprehensive funding support system is necessary throughout the innovation lifecycle, from early-stage venture capital to later-stage bank credit and capital market support [3]. Group 3: Building a Positive Cycle - A well-adapted funding system that resonates with the rhythm of innovation can create a virtuous cycle among technology, industry, and finance, aiding economic stability and growth [3].
彭森:改革与发展,是中国应对外部冲击关键之策
Zhong Guo Xin Wen Wang· 2025-06-28 08:41
Core Viewpoint - The article emphasizes China's approach to stabilizing its economy amidst global economic uncertainties through reform and development strategies [1]. Group 1: Economic Response to External Challenges - Since April, the U.S. has implemented "reciprocal tariffs," disrupting global supply chains and challenging multilateral trade orders [2]. - China's foreign trade dependence on the U.S. has decreased from over 20% to around 12%, indicating a strategic reduction in reliance on a single market [2]. - In Q1, China's GDP grew by 5.4%, surpassing last year's growth rate and this year's target of 5% [2]. Group 2: Reform and Policy Initiatives - China has introduced various macroeconomic policies to stimulate economic activity and enhance competitiveness, including the "Promotion Law of Private Economy," which establishes the legal status of the private sector [3]. - New measures aimed at creating a unified national market and market-oriented resource allocation have been implemented to provide systemic support for economic stability [3]. Group 3: Manufacturing Transformation and High-Quality Development - The perception of "Made in China" is evolving, with a shift towards high-end and high-tech manufacturing, as evidenced by a Deutsche Bank report [4]. - China's manufacturing scale is approximately double that of the U.S. and four times that of Japan and Germany, with significant improvements in quality and structure [4]. - Key sectors such as high-speed rail, shipbuilding, and industrial robotics have seen substantial domestic production, with over 50% of global orders in these areas [4]. Group 4: Future Directions for Manufacturing - External pressures may accelerate China's efforts to enhance its industrial structure and upgrade its manufacturing capabilities [5][6]. - Future manufacturing strategies will focus on upgrading traditional industries, advancing strategic emerging industries, and fostering innovation in AI, quantum technology, and life sciences [6].
98场专题论坛、260个议题!第27届科协年会将在京举办
Nan Fang Du Shi Bao· 2025-06-26 05:26
南都讯记者吕虹发自北京6月25日,记者从中国科协新闻发布会上获悉,第二十七届中国科协年会将于7 月1日至31日在北京集中举办,主题为"示踪科技前沿助力创新发展"。本届年会由1场主论坛、98场专题 论坛以及4场平行论坛组成,并设置发布、宣传与科普、展览展示与场景体验等版块,主论坛拟于7月6 日上午在中国科技会堂举行。 作为中国科协年会改革后的首次亮相,本届年会以"创新体制机制"为最大亮点,组织近70家全国学会会 同国家战略科技力量等,围绕国家"十五五"规划涉及的重大科技领域,聚焦其中的前沿、"非共识"科技 问题,推荐了近260个议题,以自下而上的方式凝聚科技工作者共识。本届年会首启了非共识议题征集 活动,动员98场专题论坛围绕研讨主题,提出能够触发相关领域学术理念突破、现有知识体系或权威论 断颠覆、研究方法与工具变革、数据解释或应用方向变化,可在学术界引发广泛讨论的非共识议题。经 专家评议,形成非共识议题清单,并将于年会结束时线上发布。 在活动安排上,主论坛将邀请潘建伟、谭天伟、李家彪、戴琼海、万建民等五位中国科协副主席和全国 学会负责人,围绕量子技术、生物制造(生物医药)、深海科技、人工智能、农业(育种)等主 ...
第二十七届中国科协年会将举办98场论坛
Ke Ji Ri Bao· 2025-06-26 03:37
从7月1日开始,全国学会将围绕数理化基础科学、生命健康(含医学)、地球科学(含深地深海)、生 态环境、制造科技、信息科技、先进材料、资源能源、农业科技(含食品)、空天科技等10个领域陆续 举办98场专题论坛。4场平行论坛包括2025中国科技期刊发展论坛、中国科技创新发展环境论坛、港澳 科技界服务国家科技创新座谈会、中国科协主席与青年科技人才见面会。 今年年会还将举办中国科协年会历史沿革展、中国科技会堂专家报告展、科技发展成就展等。此外,中 国科技会堂咖啡厅等区域将开展开放式学术交流与科技场景体验活动。(记者代小佩) 科技日报北京6月25日电 记者25日从中国科协举办的新闻发布会上获悉,第二十七届中国科协年会将于 7月1日—31日在北京举办,主题为"示踪科技前沿 助力创新发展"。此次年会由1场主论坛、98场专题论 坛以及4场平行论坛组成,并设置信息发布、宣传与科普、展览展示与场景体验等板块。 中国科协科学技术创新部副部长杨书宣介绍,本届年会主论坛拟于7月6日在中国科技会堂举行,届时将 邀请潘建伟、谭天伟、李家彪、戴琼海、万建民等五位中国科协副主席、全国学会负责人,围绕量子技 术、生物制造(生物医药)、深海科技、 ...
找准方向拓宽产业创新路径
Jing Ji Ri Bao· 2025-06-25 22:28
Core Viewpoint - The Central Economic Work Conference emphasizes the integration of technological innovation and industrial innovation, highlighting their interdependent relationship and the need for a demand-driven approach to industrial innovation [1][2]. Group 1: Industrial Innovation Definition and Direction - Industrial innovation refers to the entire process of promoting the transformation of the industrial system towards intensive, intelligent, and ecological innovation through core technology innovation, resource allocation, and industrial model reform [1]. - The development direction of industrial innovation should focus on traditional industry upgrades and the emergence of strategic new industries, with a particular emphasis on cutting-edge fields such as general artificial intelligence, quantum technology, and low-altitude economy [2]. Group 2: Application Scenarios and Their Importance - Industrial innovation is driven by application scenarios, creating a closed loop of "demand orientation—technology penetration—value transformation" [3]. - The expansion of application scenarios enhances the efficiency and quality of existing applications, facilitating the transition from abstract technology to market value [3]. Group 3: Fusion Development - The process of industrial innovation is closely linked with technological breakthroughs, necessitating a seamless integration of innovation chains and industrial chains [4]. - Supporting enterprises in addressing common technological issues and enhancing the relevance and effectiveness of technological innovation is crucial for driving industrial upgrades [4]. Group 4: Innovation Ecosystem and Policy Framework - Building a collaborative and symbiotic innovation ecosystem is essential for activating industrial innovation, as seen in Shenzhen's diverse innovation ecosystem involving leading enterprises and research institutions [5]. - A comprehensive policy framework is necessary to support industrial innovation, including top-level design, targeted policies for different industries, and mechanisms for policy evaluation and adjustment [6].
一个峰会,三种命运:懂王愤然离席,欧洲拥抱中国,日本孤立无援
Sou Hu Cai Jing· 2025-06-21 18:52
Group 1: Geopolitical Tensions and Trade Dynamics - The G7 summit ended abruptly with President Trump's departure, highlighting tensions over trade and diplomatic relations, particularly regarding tariffs and the Middle East crisis [1][3] - Trump's refusal to sign documents that included "Israel restraint" and his anger over EU's rejection of car tariff threats indicate a shift towards unilateralism in U.S. foreign policy [3] - The withdrawal of 300 regional affairs experts from the White House has created decision-making blind spots, impacting the U.S.'s understanding of European legislative changes and trade strategies [3] Group 2: European Industrial Response - European companies are adapting to geopolitical shifts, with significant investments in China, such as Trumpf's laser machine tool factory in Suzhou and Schneider Electric's R&D center in Shenzhen [6] - Airbus received a new order for 100 aircraft at its Tianjin assembly line, and Volkswagen's factory in Anhui commenced production six months ahead of schedule, reflecting resilience in European manufacturing [6] - Norway's Equinor signed a 24-year LNG supply contract with China General Nuclear Power, indicating a strategic pivot towards energy partnerships [6] Group 3: Japan's Economic Challenges - Japan faces severe economic challenges, with semiconductor equipment exports to China plummeting by 34% and a high dependency of 38% on U.S. automotive exports [8] - A report from Nomura Securities reveals that Japan's resilience to tariff impacts is only one-third that of Germany, highlighting vulnerabilities in its trade structure [8] Group 4: Shifts in Global Trade and Currency - The G7's struggles are contrasted by emerging trends, such as Saudi Arabia signing its first LNG order settled in RMB and Indonesia finalizing nickel processing agreements with Russia [10] - Data indicates a shift in trade dynamics, with China-ASEAN trade surpassing that with the EU, and Mexico becoming the largest source of imports for the U.S., replacing China [11] - The global central bank's reserve of RMB has increased to 3.5%, while the euro has surpassed the dollar in cross-border payments, indicating a potential currency revolution [11]
证券公司ETF(516730)盘中拉升翻红,机构:证券行业转型有望带来新的业务增长点
Xin Lang Cai Jing· 2025-06-20 02:41
Group 1 - The core viewpoint of the articles indicates that the securities industry is experiencing a positive trend, with the China Securities Company 30 Index showing a 0.30% increase and a 28.86% rise over the past year, reflecting a favorable market environment for brokerage and investment banking businesses [1][2] - Non-bank financial institutions currently have a low average valuation, providing a safety margin and a balanced approach to investment opportunities [1] - The transition of the Chinese capital market from "financing function optimization" to "innovation ecosystem construction" is highlighted, with the upcoming 2.0 version of the Sci-Tech Innovation Board expected to reshape the valuation system for technology companies [1] Group 2 - The China Securities Company 30 Index is composed of top-performing securities firms based on business ranking, market capitalization, revenue, and profitability, with the top ten stocks accounting for 67.69% of the index [2] - The securities company ETF closely tracks the China Securities Company 30 Index, providing investors with a means to invest in a diversified portfolio of leading securities firms [2]
聊聊今天的陆家嘴论坛
表舅是养基大户· 2025-06-18 13:31
今天上午,陆家嘴论坛2天议程里,最重要的部分结束了,各大监管机构的负责人分别进行了发言,有些人会觉得略失望,因为没有听到自己想 听到的信息——那些 巨大的数字,性感的举措,积极的展望 。 不过,理性来看,这其实也可以理解,5月7日,刚刚召开了"一揽子金融政策"发布会,大家可以回顾下《 为什么我对今天的发布会很乐观 》, 卖方洋洋洒洒整理出来的具体政策,就有接近30条,而短短40天之后,要再憋出30条新的重磅来,这既不现实,也无必要。 实际上,这次陆家嘴论坛召开的背景和主题,听下来很明确,就两个。 一是加大对外开放,这主要是说给外资们听的,背景就是在贸易摩擦加剧、美元信用走弱的宏观背景下,怎么样,把朋友搞得多多的。 二是加大对上海金融中心的支持。 所以, 我个人依然对论坛传递的信息和信号,"很乐观" ,即使没有比较浅白的,那些巨大的数字、性感的举措、积极的展望,有几个点,也值得展开简 单聊聊。 一共9条。 ...... 1、股民最关心的,当然还是科创成长层的设立。 很多人一看到这条信息,就条件反射般地开始阴阳——又要加速圈钱了。 其实,我们在《 腾讯回A股上市? 》里,明确说过观点: 不应该把IPO当做洪水猛兽 ...
充分发挥多层次资本市场枢纽功能 推动科技创新和产业创新融合发展——吴清主席在2025陆家嘴论坛开幕式上的主旨演讲
中泰证券资管· 2025-06-18 11:16
Core Viewpoint - The article emphasizes the importance of capital markets in promoting the integration of technological innovation and industrial innovation, highlighting the need for a more adaptable financial service system to support emerging technologies and industries [4][5][6]. Group 1: Capital Market Functions - Capital markets play a crucial role in providing a full chain of services from venture capital to public financing and mergers, catering to the needs of companies at various stages of development [6]. - The integration of capital markets can stimulate entrepreneurial spirit and enhance productivity by effectively connecting talent, technology, and data [6][9]. - The article notes that the proportion of technology companies among A-share listed companies has increased from 12% to 27% over the past decade, indicating a significant shift towards technology-driven enterprises [9]. Group 2: Structural Changes in Capital Markets - Recent reforms in China's capital markets have effectively expanded the coverage of technology innovation, with a multi-tiered market system supporting various types of technology enterprises [7][8]. - In 2024, A-share listed companies are expected to invest 1.88 trillion yuan in R&D, accounting for over half of the total R&D investment in society [8]. - The role of patient capital in supporting technology innovation has become more prominent, with private equity and venture capital funds participating in 90% of companies listed on the Sci-Tech Innovation Board [8]. Group 3: Future Directions for Capital Market Reform - The article outlines plans to deepen capital market reforms, focusing on enhancing inclusivity and adaptability to better support comprehensive innovation [10][11]. - Specific measures include leveraging the Sci-Tech Innovation Board as a testing ground for reforms and introducing new standards to support high-quality technology enterprises [11][12]. - There is a commitment to fostering long-term capital and improving the investment environment for technology companies, including the establishment of specialized asset management platforms [13][14]. Group 4: Open and Inclusive Capital Market Ecosystem - The article stresses the importance of foreign investment in China's capital markets and outlines plans for further opening up, including optimizing the Qualified Foreign Institutional Investor (QFII) system [15][16]. - The goal is to enhance the participation of global investors in China's innovation-driven development, thereby facilitating efficient capital flow and resource allocation [15][17].
加拿大对乌克兰新增数十亿加元支援 将与印度恢复互派高级专员
Zhong Guo Xin Wen Wang· 2025-06-18 09:19
Group 1 - Canada announced over 4 billion CAD in support to Ukraine, including 2 billion CAD in military aid for drones, ammunition, and armored vehicles [1] - Canada will provide 2.3 billion CAD in loans through the G7 special income acceleration loan mechanism for Ukraine's infrastructure and public system reconstruction [1] - New sanctions against Russia include measures targeting 77 individuals and 39 entities, as well as 201 additional ships, bringing the total to over 300 vessels [1] Group 2 - Canada and India agreed to appoint new high commissioners to restore regular services between their citizens and businesses [2] - Discussions between Canada and India included cooperation in technology, digital transformation, food security, and critical minerals [2] - Diplomatic tensions between Canada and India have escalated due to allegations of Indian government involvement in a serious crime on Canadian soil [2]