Core Insights - Beijing Economic-Technological Development Area (BDA) aims to establish a high-quality business environment and enhance new productive forces during the 14th Five-Year Plan period, focusing on economic quality, urban appearance, and public welfare improvements [1] Group 1: Project Developments - 22 key projects were signed and initiated on the first working day of 2026, with over 80% of these projects focusing on future industries [2] - Notable projects include Baichang Intelligent Automotive's plan to establish a vehicle manufacturing company for L4 autonomous vehicles, targeting revenues of billions by 2030 [2] - ZTE Corporation is focusing on AI and 6G technologies, having established six companies in the BDA, with significant advancements in core technologies and production lines [2] Group 2: Infrastructure and Urban Development - The ten benchmark projects initiated include a biopharmaceutical raw material base by Sanofi, which will create a complete insulin production chain locally [3] - Investments in urban infrastructure and ecological governance have increased significantly, with projects like the expansion of Tongren Hospital and ecological improvements at Tongming Lake [3] Group 3: Business Environment Optimization - BDA has launched the "Top Ten Plans for Optimizing the Business Environment" to enhance the institutional framework for new productive forces [4] - The focus will be on reforming and innovating to eliminate barriers to productivity, thereby stimulating innovation and creativity across society [4] - The development blueprint indicates that BDA will strengthen its role as a driving force for economic development in the capital, with improvements in living standards and urban integration [4]

Group 1 - Nanjing's new talent policy 2.0 aims to attract at least 300,000 young talents annually through the "Ning Gathering" project, offering financial incentives for new graduates [1] - The policy includes one-time living subsidies of 10,000 yuan for bachelor's degree holders, 30,000 yuan for master's, and 100,000 yuan for doctoral graduates, along with housing subsidies for various educational levels [1] - The rental subsidy has been expanded to include eligible college graduates, set at 500 yuan per month, and the policy supports a wide range of professions beyond traditional fields [1][2] Group 2 - Nanjing's population growth has been declining, with an increase of over 100,000 in 2021, followed by decreases to 67,700, 55,900, and 30,000 in subsequent years, leaving a gap of 423,000 to reach the goal of 10 million residents [2] - The city has implemented measures to lower residency requirements for young graduates and has introduced various talent policies to create a comprehensive support system for talent acquisition [2] - Nanjing faces competition not only from other cities within the province but also from major cities like Shanghai and Hangzhou, which impacts its ability to attract and retain talent [2] Group 3 - The urgency for talent acquisition in Nanjing is heightened as the city aims to become a global hub for industrial and technological innovation, with new plans for AI and 6G development released [3] - The new policies focus on youth development and industry service, aiming to create a conducive environment for talent retention and urban competitiveness [3]

周红波指出，"在推动科技创新和产业创新融合上打头阵"，是习近平总书记对江苏的殷切嘱托，也 是南京走在前、做示范、挑大梁的必然选择。过去一年，我们深入落实习近平总书记关于科技创新的重 要论述和对江苏工作重要讲话精神，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。 1月4日，新年第一个工作日，市委市政府召开全市科技创新和产业创新深度融合发展大会，强调 要深入学习贯彻党的二十届四中全会精神和习近平总书记对江苏工作重要讲话精神，汇集政产学研金各 方力量，锚定目标、真抓实干，持之以恒、携手推动南京产业科技创新再上新台阶，为"十五五"开好局 起好步提供新动能。市委书记周红波讲话，代市长李忠军主持，市人大常委会主任吕德明、市政协主席 王立平、市委副书记李佰平，两院院士郑兰荪、刘韵洁、郑海荣、尤肖虎出席。 周红波强调，新的一年 ...

南京日报消息，1月4日，新年首个工作日，南京市委市政府召开全市科技创新和产业创新深度融合发展 大会。会上发布南京人才政策2.0版，南京将实施"宁聚"项目，计划每年汇聚不少于30万名青年人才。 南京也并非没有努力。2023年，南京宣布降低落户门槛，35岁以下大专学历缴纳社保即可落户。此后， 南京围绕"人才强市"战略，先后推出"人才强市25条""重点产业人才7策"等人才新政，构建起从青年大 学生到顶尖人才的"全链条"支持体系。 尽管如此，在外界看来，与合肥、郑州、成都、西安等省会城市有所不同，南京不仅在省内面临地市竞 争，还面临上海、杭州等中心城市的近距离竞争，且南京辐射范围多在省域之外，而合肥等在省内有较 高首位度，对省内人口具有更强的聚集力。 而当前，在加快打造具有全球影响力的产业科技创新中心主承载区目标下，南京"对人才的需要比以往 任何时候都更加迫切，对人才的渴求比以往任何时候都更加强烈"。 就在1月4日，《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）》同步发布，明确要促进科技创新和产业创新深度 融合，加快塑造发展 ...

晨会聚焦 资料来源：聚源，中原证券研究所 -5% 1% 7% 14% 20% 26% 33% 39% 2025.01 2025.05 2025.09 2025.12 上证指数 深证成指 | 国内市场表现 | | | | | --- | --- | --- | --- | | 指数名称 | | 昨日收盘价 | 涨跌幅(%) | | 上证指数 | | 3,968.84 | 0.09 | | 深证成指 | | 13,525.02 | -0.58 | | 创业板指 | | 2,022.77 | -0.47 | | 沪深 | 300 | 4,629.94 | -0.46 | | 上证 | 50 | 2,443.97 | -0.52 | | 科创 | 50 | 891.46 | 0.14 | | 创业板 | 50 | 1,924.26 | -0.67 | | 中证 | 100 | 4,486.47 | -0.62 | | 中证 500 | | 7,465.57 | 0.09 | | 中证 1000 | | 6,116.76 | 0.33 | | 国证 2000 | | 7,801.23 | 0.58 | | 资料来源：聚 ...

Group 1 - Nanjing held a conference on January 4 to promote the integration of technological and industrial innovation, unveiling policies and projects aimed at establishing itself as a global center for industrial technology innovation [1][2] - The city aims to attract at least 300,000 young talents annually through its updated talent policies and initiatives [1][10] - Nanjing's focus on key industries includes artificial intelligence, 6G technology, and biomedicine, with significant investments and strategic partnerships to enhance its industrial capabilities [2][4][5] Group 2 - The Jiangsu Provincial Department of Industry and Information Technology signed a strategic cooperation agreement with Nanjing to support the upgrade of key industrial clusters and the cultivation of emerging industries [2] - Nanjing's steel industry, represented by Nanjing Steel, has been recognized for its competitiveness and innovation, with products reaching international standards [2] - The establishment of the first artificial intelligence research institute in Nanjing highlights the city's commitment to advancing AI and smart manufacturing [3][4] Group 3 - Nanjing's software industry is projected to exceed 1 trillion yuan, with significant contributions from local companies and innovations in AI and hardware [3] - The city has launched initiatives to create a "6G city" and an upgraded version of its AI innovation application pilot zone, marking a new phase in its technological development [4][7] - The establishment of various innovation centers and partnerships aims to streamline the transition from research to market application, enhancing the efficiency of technology commercialization [8][9] Group 4 - Nanjing's talent policies have evolved to focus on providing capital, ecosystem support, and future opportunities, rather than just subsidies and housing [10][12] - The city has developed a comprehensive financial service system for technology innovation, including various funding mechanisms to support startups and emerging projects [12][13] - Nanjing's strategic collaboration with universities aims to foster deep integration between academia and industry, enhancing the local innovation ecosystem [7][11]

Group 1 - Nanjing held a conference on the deep integration of technological innovation and industrial innovation, announcing a series of achievements and signing multiple projects [1] - The city released an upgraded implementation plan for the "Artificial Intelligence +" initiative, aiming to establish a national AI innovation application pilot zone [1] - Nanjing's 6G action plan (2026-2027) was introduced, targeting the release of at least 6 major research achievements in the 6G field by 2027 and the creation of over 50 vertical application scenarios across various industries [1] Group 2 - The conference unveiled the "Nanjing Talent Policy 2.0" and the "Nanjing Talent Recruitment Notice," which includes initiatives to attract top talent and support the development of high-level teams [2] - Nanjing plans to implement projects to gather approximately 10 top talents annually, 200 high-level talents (teams), and support around 2,000 core talents each year [2] - The "Zijin Mountain International Sci-tech Innovation Fund District" was launched to enhance the collection of sci-tech financial resources and establish a diversified financial service platform [2]

| 800+ | 200+ | 30+ | 50.000m² | | --- | --- | --- | --- | | 企业参展 | 科研院所 | 主题论坛 | 展览面积 | 以PEEK、PI为代表的特种高分子材料一直备受关注，但从来没有像现在这样"火爆"， 究其原因仍然是产业升级的新需求和材料自身特性的双向奔赴，催生的"热 情"。 比如，早些年在房地产建筑和普通家电的引领下，以聚丙烯、聚乙烯等为代表的 5大通用塑料 似乎要统治天下，产能要按照亿吨计算，但凡聚烯烃能做的基本都 没别的材料啥事，便宜为王。后来汽车、高端家电、电子电气等产业快速发展， 5大通用工程塑料 迎来高光时刻，而且一直"火"到现在，包括尼龙、聚甲醛、聚 苯醚、聚碳酸酯等依然是"顶梁柱"，性价比为王，不过也因为太耀眼，产能过剩的话题已经不绝于耳。 到现在，机器人、无人机、AI服务器等新兴和未来产业崛起， 特种工程塑料 终于"扬眉吐气"，再也不因为"贵"而被束之高楼，火爆程度到" 驰骋 "在二级市场的 老太太可能都会熟练说出"PEEK"的一串概念股，一大波企业跨界"来势汹汹"。 点解阅读 ： PEEK ，又一国家级 " 小巨人 " 入局！ 在 ...

Group 1 - Nanjing is advancing its integration of technological and industrial innovation, focusing on artificial intelligence and 6G technology [1] - The "6G City" initiative aims to establish a leading demonstration zone for 6G development, with goals to publish at least 6 major research achievements in the 6G field by 2027 and to create over 100 new enterprises for technology commercialization [1] - The plan includes the construction of 6G infrastructure, aiming for full coverage of 6G networks and the development of at least 50 vertical application scenarios across various industries [1] Group 2 - Nanjing's industrial focus includes software and information services, biomedicine, and next-generation information communication, with significant growth in these sectors [2] - The software industry in Nanjing is projected to exceed 1 trillion yuan by 2025, marking it as the city's first trillion-level industry, while the smart grid industry is expected to reach 500 billion yuan [2] - Industries such as next-generation information communication and integrated circuits are maintaining double-digit growth rates [2]

2026年1月4日，南京市科技创新与产业创新深度融合发展大会举行。会上，《南京市打造"6G之城"行动计划(2026—2027年)》(以下简称《行动计划》)正 式发布。 此外，行动计划还推广制定了8个方面政策措施，支持6G产业发展。面向未来，南京将笃行实干、久久为功，为国家6G战略贡献南京力量。 扬子晚报/紫牛新闻记者张可刘丽媛王夕悦 校对胡妍璐 《行动计划》提出，到2027年，发布6G领域重大科研成果不少于6项，6G领域科技成果落地转化新增企业不少于100家，打造6G技术在各行业的应用场景 不少于50个，实现6G无蜂窝网络全域覆盖，打造全域"6G之城"和6G产业发展先行示范区。 《行动计划》指出，重点实施五大攻坚行动。一是攻技术，突破无蜂窝通信的6G光纤技术，支持6G领域创新合作，加强6G核心产品研发，融入国际标准 体系。二是促转化，加快建设6G概念验证和中试平台，加强信息通信分中心建设，支持6G科研成果在南京验证试用、落地转化。三是建场景，在工业互 联、低空经济、智慧城市等领域开放场景，南京欢迎国内龙头企业、高校院所参与全域6G之城建设，打造示范应用标杆。四是强化企业培育，聚焦链主 企业、专精特新企业、运营 ...