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重磅!“十五五”新材料产业发展规划与解读(附100+份解读资料)
材料汇· 2025-11-30 12:17
Core Viewpoint - The new materials industry is crucial for supporting modern industrial systems and achieving high-level technological self-reliance, with significant strategic importance for building a strong manufacturing and quality nation [2]. Industry Background and Development Situation - During the 14th Five-Year Plan, China's new materials industry saw continuous growth, with total output value exceeding 8.2 trillion yuan and an average annual growth rate of over 12% [4]. - Achievements include breakthroughs in ultra-high-strength steel, high-performance carbon fiber, semiconductor silicon wafers, and key materials for lithium-ion batteries [4]. - Challenges remain in high-end materials and the need for improved self-sufficiency in core processes and equipment [4]. Overall Requirements - The guiding ideology emphasizes innovation-driven development, demand-oriented approaches, and green low-carbon principles [7]. - Key principles include self-reliance through innovation, application-driven demand, and collaboration among enterprises [9]. Development Goals (by 2030) - Comprehensive security capability for key strategic materials to exceed 80% [11]. - Global competitiveness in innovation, with over 500 key core technologies to be developed [11]. - Establishment of over 20 internationally leading new materials industrial clusters [11]. Key Development Directions - Advanced basic materials include ultra-high-strength automotive steel and high-performance aluminum alloys [13][14]. - Strategic materials focus on high-temperature alloys and advanced semiconductor materials [18][20]. - New energy materials target high-energy-density battery materials and efficient photovoltaic materials [21][22]. Key Tasks and Major Projects - Focus on urgent new materials needed in critical application areas such as aerospace, new energy vehicles, and electronic information [28]. - Specific targets include high-temperature alloys for aerospace engines and high-energy-density battery materials for electric vehicles [29][33]. Collaborative Innovation System - Establish a collaborative innovation system centered on enterprises, integrating industry, academia, and research [53]. - Plans to build national-level new materials innovation platforms and increase funding for research and development [54]. Market Cultivation for Key New Materials - Implement insurance compensation mechanisms for the first application of key new materials to encourage market adoption [58]. - Develop a standard system for new materials to ensure product quality and market order [59]. Breakthroughs in Key Processes and Equipment - Focus on overcoming bottlenecks in key processes and specialized equipment for new materials production [64]. - Plans to support the development of over 80 key processes and equipment technologies [67].
高成长难掩经营挑战,香港医疗IT服务商极高点赴美“补血”
Zhi Tong Cai Jing· 2025-11-30 07:08
近年以来,伴随着大数据、人工智能等新兴技术的兴起,科技的发展正在深刻地、全方位地重塑现代医 院的面貌,使其从传统的"治病"场所,向"预防、诊疗、康复、健康管理"全生命周期服务的智慧中心转 变。 就医流程上,智慧服务、提升就医体验和医院运营的智能化,也使得医院由患者"排队拥挤"到"高效、 透明、人性化"。而在香港市场中,医疗系统亦积极拥抱数字化转型,其核心目标是提升医疗服务效 率、改善患者体验,并促进粤港澳大湾区的医疗协作。 同时,得益于医疗IT项目"高定制化+长周期+强粘性"的特点,公司单个HIS项目周期通常为1-3年,维护 服务合同期限长达2-10年,维护费占项目总价的10%-15%,2025财年维护服务收入占比已达26%,成为 营收的重要组成部分。 | | | For the years ended March 31. | | | | --- | --- | --- | --- | --- | | | 2025 | | 2024 | | | Healthcare information technology solution service - over a period | | | | | | of t ...
美股新股前瞻|高成长难掩经营挑战,香港医疗IT服务商极高点赴美“补血”
Zhi Tong Cai Jing· 2025-11-30 07:05
近年以来,伴随着大数据、人工智能等新兴技术的兴起,科技的发展正在深刻地、全方位地重塑现代医 院的面貌,使其从传统的"治病"场所,向"预防、诊疗、康复、健康管理"全生命周期服务的智慧中心转 变。 就医流程上,智慧服务、提升就医体验和医院运营的智能化,也使得医院由患者"排队拥挤"到"高效、 透明、人性化"。而在香港市场中,医疗系统亦积极拥抱数字化转型,其核心目标是提升医疗服务效 率、改善患者体验,并促进粤港澳大湾区的医疗协作。 近日,总部位于香港的医疗IT服务提供商极高点有限公司Ultra High Point Holdings Limited(以下简称"极 高点"),向美国SEC更新招股书,股票代码UHP,冲刺纳斯达克上市。 不过,就盈利能力来看,公司的毛利润从2024年的326.96万美元增至2025年的403.14万美元,增长率为 23.3%,但毛利率却从2024年的44.6%降至2025年的42.4%,下降了约2.2个百分点。 与此同时,极高点的营业成本从2024财年约405.89万美元增加到547.33万美元,同比增长约34.9%,占 营收比例为57.58%,其中分包费用和硬件采购为大头。可见,在规模扩 ...
(经济观察)上海建设全球金融科技中心动能何在?
Zhong Guo Xin Wen Wang· 2025-11-30 05:21
(经济观察)上海建设全球金融科技中心动能何在? 中新网上海11月30日电 (高志苗)全球金融科技中心发展指数(2025)29日发布,结果显示,纽约、上海、 北京、旧金山(硅谷)位居前四,跻身"全球顶尖金融科技中心"。在全球经济数字化浪潮与新一轮科技革 命的交汇点上,金融科技的战略价值日益凸显,对上海而言,建设全球金融科技中心动能何在? 《上海金融科技发展白皮书(2025)》显示,目前上海整体研发投入位居全国前列,银行业金融科技投入 保持平稳,证券业投入稳步增长,保险科技加速提质。产业集聚不断加速,据测算,上海2024年的金融 科技产业规模约为4405亿元人民币。 上海交通大学上海高级金融学院副院长、中国金融研究院执行院长、上海高金金融研究院联席院长李峰 表示,上海金融机构的科技投入占比已稳定在较高水平,但投入结构正发生深刻变化,人工智能、大数 据等前沿领域的支出显著增加,显示出产业正在向技术深水区转型。 李峰指出,经过多年的积累,上海已从金融科技的"概念"走向"实用"阶段。未来,当技术创新、场景赋 能、生态协同与创新监管实现深度融合,上海有望建成具有全球引领性的金融科技中心,为金融强国建 设提供坚实支撑。 上 ...
习近平在中央政治局第二十三次集体学习时强调 持续营造风清气正的网络空间
Su Zhou Ri Bao· 2025-11-30 01:17
Core Viewpoint - The governance of the online ecosystem is a crucial task for building a strong networked nation, impacting national development, security, and the interests of the people [1][2]. Group 1: Governance Structure - The governance of the online ecosystem must be under the centralized and unified leadership of the Party, establishing a comprehensive governance framework to form a collaborative effort [2]. - Various levels and departments are required to strengthen their political and leadership responsibilities in managing the internet, effectively addressing prominent issues, and enhancing their ability to understand public opinion through the internet [2]. Group 2: Promoting Positive Values - It is essential to shape the online space with positive voices, mainstream values, and contemporary trends, making the internet a significant platform for ideological guidance, moral cultivation, and cultural transmission [2]. - The promotion of socialist core values and the dissemination of innovative theoretical content online should be deepened, with mainstream media playing a leading role in providing high-quality online content [2]. Group 3: Systematic Approach - Online ecosystem governance is a systematic project that requires mobilizing various forces and employing multiple methods, including education, administration, and legal measures [2]. - A mechanism for targeted and precise implementation of online ideological and moral education should be established to foster a self-respecting, rational, and positive online social mentality [2]. Group 4: Addressing Online Issues - There is a need to combat online chaos that pollutes social ethics and infringes on public interests, cutting off the profit and industrial chains that sustain such issues [3]. - Identifying weak links in online ecosystem governance and implementing targeted measures to strengthen foundations and address shortcomings is crucial [3]. Group 5: Technological Challenges and Opportunities - The emergence of new technologies such as artificial intelligence and big data presents challenges for online ecosystem governance but also offers new support conditions [3]. - Encouraging the development of new technologies in the internet information sector and improving safety regulation mechanisms are necessary to strengthen cybersecurity and data security [3]. Group 6: International Cooperation - Online ecosystem governance is a common challenge faced by countries worldwide, necessitating active participation in the formulation of international rules and collaboration to combat online crimes [3][4]. - Strengthening international communication platforms and capabilities is vital for effectively showcasing China's image and telling China's story [4].
健全网络生态治理长效机制持续营造风清气正的网络空间
Xin Hua She· 2025-11-30 00:43
Core Viewpoint - The governance of the online ecosystem is a crucial task for building a strong network nation, impacting national development, security, and the interests of the people [1][2]. Group 1: Governance Framework - The governance of the online ecosystem must be under the centralized and unified leadership of the Party, establishing a comprehensive governance structure to form a collaborative effort [2]. - Various levels and departments are required to strengthen their political and leadership responsibilities in managing the internet, effectively addressing prominent issues, and enhancing their ability to understand public opinion through the internet [2]. Group 2: Promoting Positive Online Environment - It is essential to shape the online space with positive voices, mainstream values, and contemporary trends, making the internet a platform for ideological guidance, moral cultivation, and cultural inheritance [2]. - The promotion of socialist core values and the dissemination of more meaningful and impactful online content are emphasized, with mainstream media playing a leading role in providing quality online content [2]. Group 3: Systematic Approach to Governance - Online ecosystem governance is a systematic project that requires mobilizing various forces and employing multiple methods, including education, administration, and legal measures [2]. - There is a need to improve the implementation mechanism for online ideological and moral education, fostering a self-respecting, rational, and positive online social mentality [2]. Group 4: Addressing Online Malpractices - The presence of online malpractices pollutes social atmosphere and infringes on public interests, necessitating decisive actions to sever the profit and industrial chains that sustain these issues [3]. - Identifying weak links in online ecosystem governance and implementing targeted measures to strengthen foundations and address shortcomings is crucial [3]. Group 5: Technological Challenges and Opportunities - The emergence of new technologies such as artificial intelligence and big data presents challenges for online ecosystem governance but also offers new support conditions [3]. - Encouraging the development of new technologies in the internet sector and improving safety regulation mechanisms are essential for reinforcing cybersecurity and data security [3]. Group 6: International Cooperation - Online ecosystem governance is a common challenge faced by countries worldwide, necessitating active participation in the formulation of international rules and collaboration to combat online crimes [3]. - Strengthening international communication platforms and capabilities to effectively convey China's voice and narrative is highlighted as a priority [3].
习近平在中共中央政治局第二十三次集体学习时强调健全网络生态治理长效机制 持续营造风清气正的网络空间
Xin Hua She· 2025-11-30 00:17
Core Viewpoint - The governance of the online ecosystem is a crucial task for building a strong networked nation, impacting national development, security, and the interests of the people [1][2]. Group 1: Governance Framework - The governance of the online ecosystem must be under the centralized and unified leadership of the Party, establishing a comprehensive governance framework to form a collaborative effort [2]. - Various levels and departments are required to strengthen their political and leadership responsibilities in managing the internet, effectively addressing prominent issues, and enhancing their ability to understand public opinion through the internet [2]. Group 2: Promoting Positive Online Environment - It is essential to shape the online space with positive voices, mainstream values, and contemporary trends, making the internet a significant platform for ideological guidance, moral cultivation, and cultural inheritance [2]. - The promotion of socialist core values and the dissemination of innovative theoretical content online should be prioritized, with mainstream media playing a leading role in providing high-quality online content [2]. Group 3: Systematic Approach to Governance - Online ecosystem governance is a systematic project that requires mobilizing various forces and employing multiple methods, including education, administration, and legal measures [2]. - There is a need to improve the implementation mechanisms for online ideological and moral education, fostering a self-respecting, rational, and positive online social mentality [2]. Group 4: Addressing Online Malpractices - The presence of online malpractices pollutes social ethics and infringes on public interests, necessitating decisive actions to sever the profit and industrial chains that sustain these issues [3]. - Identifying weak links in online ecosystem governance and implementing targeted measures to strengthen foundations and address shortcomings is crucial [3]. Group 5: Technological Challenges and Opportunities - The emergence of new technologies such as artificial intelligence and big data presents challenges for online ecosystem governance but also offers new support conditions [3]. - Encouraging the development of new technologies in the internet information sector and improving safety regulation mechanisms are essential for reinforcing cybersecurity and data security [3]. Group 6: International Cooperation - Online ecosystem governance is a common challenge faced by countries worldwide, necessitating active participation in the formulation of international rules and collaboration to combat online crimes [4]. - Strengthening international communication platforms and capabilities is vital for effectively conveying China's voice and showcasing a credible and admirable image of China [4].
下周财经日历(12月1日-12月7日)
Di Yi Cai Jing· 2025-11-29 12:36
Group 1 - The article discusses various upcoming industry conferences and events scheduled for December 2025, highlighting the focus on artificial intelligence and digital technologies [1][2] - Key events include the "Artificial Intelligence+" Industry Ecosystem Conference and the 2025 International Electronic Circuit Exhibition, indicating a trend towards innovation in technology sectors [1][2] - The 22nd World Wind Energy Conference and the First Global Intelligent Machinery and Electronic Products Expo are also mentioned, showcasing the growing emphasis on renewable energy and smart manufacturing [2] Group 2 - The article notes the release of the Ideal AI Glasses Livis, reflecting advancements in consumer electronics and AI integration [1] - The upcoming 2026 National Coal Trading Conference suggests ongoing developments in the energy sector, particularly in coal trading [1] - The mention of new stock subscriptions, such as Muxi Co., indicates potential investment opportunities in emerging companies [2]
【下周财经日历】12月1日-12月7日
Di Yi Cai Jing· 2025-11-29 12:30
Group 1 - The article highlights various upcoming industry events and conferences scheduled for December 2025, indicating a focus on sectors such as artificial intelligence, big data, and electronic circuits [1][2] - Significant events include the "Artificial Intelligence+" Industry Ecosystem Conference and the China Route Development Conference, which are expected to attract industry leaders and foster collaboration [1] - The article also mentions the 2025 International Electronic Circuit Exhibition in Shenzhen, showcasing advancements in electronic products and technologies [2] Group 2 - The first Global Intelligent Machinery and Electronic Products Expo is set to take place in Macau, emphasizing the growth of smart machinery and electronics [2] - The second Phosphorus-Lithium Industry High-Quality Development Conference is scheduled, reflecting the increasing importance of these materials in various industries [2] - The article notes the release of the Ideal AI Glasses Livis, indicating innovation in consumer electronics and potential market impact [1]
福建低空经济场景典型案例发布 “低空政务巡检”入选
Zhong Guo Jing Ji Wang· 2025-11-29 09:42
Core Viewpoint - Fujian Province's Development and Reform Commission has released nine typical cases of low-altitude economy, with Yunsheng Intelligent's "Low-altitude Government Inspection" being selected as a notable example [1] Group 1: Company Initiatives - Yunsheng Intelligent has implemented integrated air-ground smart governance projects in Dongshan County, Longwen District, and the Taiwan Business Investment Zone in Zhangzhou [1] - The smart governance project in the Taiwan Business Investment Zone deeply integrates IoT, big data, and artificial intelligence technologies, transitioning urban governance from "manual control" to "technological and intelligent control" [1] Group 2: Industry Applications - The project extends to innovative applications in cultural tourism services and the low-altitude economic industry ecosystem, forming a smart governance system characterized by "one network management, multi-cross collaboration, and full-domain empowerment" [1] - Through the deployment of various fully autonomous drone inspection systems like "Shengbaolian Lantern" and "Whale Cave," a comprehensive "air-ground integrated" urban management monitoring network has been established [1] - The combination of "aerial grid personnel and urban brain" effectively enhances the precision of urban governance [1]