根据大会日程，1月27日至28日，省十四届人大四次会议各代表团分别召开全体会议和小组会议， 对《关于陕西省2025年国民经济和社会发展计划执行情况与2026年国民经济和社会发展计划草案的报 告》《关于陕西省2025年财政预算执行情况和2026年财政预算草案的报告》进行审查。 会议现场，代表们立足各地区、各部门实际，围绕营商环境、乡村振兴、科技创新、民生保障等谈 感受、提建议。大家纷纷表示，要在省委、省政府坚强领导下，锚定目标、坚定信心，开拓进取、真抓 实干，为奋力谱写中国式现代化建设的陕西新篇章作出新贡献。（记者：甘甜） "计划草案前瞻性与操作性兼备，财政预算安排体现了积极稳健、提质增效的政策导向。"省人大代 表、民进安康市委会秘书长唐晓建议，进一步加大对陕南地区的倾斜支持力度，加强基础设施互联互 通，助力优势产业提质增效，推动区域协调发展，夯实共同富裕基础。 人才振兴是乡村振兴的基础。省人大代表、勉县阜川镇小河庙村党支部副书记鲁琼建议，聚焦特色 产业发展开展校地、企地靶向引才，推动青年人才与乡村发展同频共振。 会场气氛热烈，代表们踊跃发言，各抒己见。大家纷纷表示，两份报告内容客观、实事求是，全面 反映了陕西 ...

Core Viewpoint - The 20th Central Committee's Fourth Plenary Session has outlined a grand blueprint for advancing national strength and national rejuvenation through Chinese-style modernization, emphasizing the importance of building a strong financial nation to support the real economy, promote technological innovation, and facilitate industrial upgrading [1] Group 1: Financial Strategy and Development - The Guangdong Hengjian Asset Management Company aims to implement the spirit of the plenary session as a primary political task, focusing on "serving national strategies and empowering industrial upgrades" [1] - The company recognizes the shift of China's economy towards high-quality development, emphasizing the role of private equity funds in optimizing resource allocation and stimulating market innovation [2] - Hengjian Asset has established a resource integration fund group to support mergers, acquisitions, and the cultivation of strategic emerging industries, managing over 67.7 billion yuan in funds to effectively support local industrial cluster development [2] Group 2: Investment and Industrial Upgrading - The company targets leading enterprises for high-quality investments to drive industrial upgrades, employing a three-step model of "discovering and nurturing—supporting and strengthening—exerting influence" [3] - Hengjian Asset has invested over 25.1 billion yuan in leading enterprises across 20 strategic industrial clusters in Guangdong, successfully facilitating the listing of 8 companies [3] - The company utilizes mergers and acquisitions to strengthen listed companies in Guangdong's manufacturing sector, exemplified by a 2 billion yuan fund that aided in the privatization acquisition of a company valued at approximately 11.1 billion Hong Kong dollars [3] Group 3: Project Attraction and Local Industry Support - Hengjian Asset precisely attracts major projects to meet local industrial development needs, establishing a mechanism for ongoing project alignment with over ten cities in Guangdong [4] - The company has formed two hundred billion yuan strategic industry promotion funds in collaboration with leading banks, successfully facilitating projects worth approximately 3 billion yuan [4] Group 4: Technological Innovation and Self-Reliance - The plenary session emphasizes the central role of technological innovation in national development, with private equity funds identified as key to linking technological innovation with industrial upgrades [5] - Hengjian Asset focuses on core technology breakthroughs, establishing a 10 billion yuan intelligent robotics industry investment fund to address critical industry challenges [6] - The company conducts in-depth research to guide investment strategies, transforming "opportunity investment" into "strategic layout" to support technological breakthroughs [6] Group 5: High-Quality Development Goals - The Central Committee's planning for high-quality development during the 14th Five-Year Plan provides direction for Hengjian Asset's future endeavors [7] - The company aims to integrate its development into the process of Chinese-style modernization, leveraging state capital to optimize resource allocation in key economic sectors [7] - Hengjian Asset is committed to enhancing the competitiveness and risk resilience of key industries in Guangdong through financial support and resource aggregation [7]

Core Viewpoint - The recent surge in resource prices, including gold reaching a historical high of $5,417 and oil prices hitting a four-month peak, reflects a complex interplay of market sentiments driven by credit anxiety, geopolitical tensions, and supply-demand imbalances in industrial metals [1][4][5][6]. Group 1: Credit Anxiety - The primary driver of gold's price increase is deep-seated anxiety regarding the credibility of the US dollar, with the dollar index dropping over 10% this year, marking its worst start in nearly 40 years [4]. - Gold is viewed as a "safe haven" asset, gaining traction as a response to concerns over "de-dollarization" and the US fiscal deficit, making its price rise a reflection of confidence in currency rather than a simple commodity bull market [4]. Group 2: Geopolitical Tensions - Oil prices have surged due to heightened geopolitical conflicts, which inject a significant "risk premium" into oil prices, leading to rapid and volatile price movements influenced by news headlines and political statements [5]. - The volatility in oil prices poses challenges for investors, requiring acute short-term awareness and discipline in trading strategies [5]. Group 3: Supply-Demand Imbalances - Industrial metals like copper and aluminum are experiencing significant supply shortages, with a projected copper deficit of 330,000 tons next year due to unexpected production halts and increasing demand from AI data centers and global energy transitions [6]. - The transformation of aluminum from a traditional construction metal to a key component in new energy and technology sectors underscores the long-term growth potential in industrial metals, driven by real supply-demand dynamics rather than market sentiment [6]. Group 4: Investment Strategies - Investors are advised to differentiate asset types: gold serves as a long-term hedge against macroeconomic uncertainty, oil trading requires short-term tactical approaches, and investments in industrial metals should focus on long-term trends driven by technological advancements [7]. - The strategy of "buying on divergence and selling on consensus" is emphasized, suggesting that true investment opportunities often arise during periods of market cooling and divergence in sentiment [8]. - Investors should assess their portfolio's resilience to potential volatility in resource sectors, ensuring a balanced approach that includes both offensive and defensive positions [8].

刻度一：15.7%到19%，从"目的地"走向"全球枢纽" 转自：人民日报中央厨房-大江东工作室 开局看上海。去年底，上海市委八次全会审议通过"关于制定上海市国民经济和社会发展第十五个五年规划的建议"，明确"十五五"将是上海"乘势而上的全 面发力期、转型升级的攻坚决胜期"。根据规划，到2035年，人均地区生产总值比2020年翻一番，基本建成具有世界影响力的社会主义现代化国际大都市。 当历史俯仰在过去与未来之时，沿着"十五五"划定的坚实坐标继续向前，以"五个中心"建设为核心使命锚定航向，以人民城市理念为温暖底色凝聚力量，打 造更完整的城市发展刻度。从每一个微小的刻度出发，握紧衔接2035远景目标的"关键一棒"，上海的发展轨迹由此展开。 在上海建设"五个中心"的宏大命题中，有一项微小刻度，意味深长： 在2035年上海的航空发展目标中，国际航空旅客中转率，将从2024年的15.7%提升至接近19%。 业内人士分析，中转率的提升，意味着越来越多的人、航线和要素，把这里当作停留、转换、再出发的节点。城市角色随之变化，从目的地转向承载更高价 值的全球枢纽。 上海也是一座未来之城。迈克尔·尼尔森摄 尤其是人员流动。国际旅客中 ...

Group 1 - The meeting emphasized the importance of understanding and implementing the strategic deployment of the 20th Central Committee, highlighting the significance of the "two establishments" and "two safeguards" [2] - The meeting discussed the necessity of high-quality planning and implementation of the province's 14th Five-Year Plan, focusing on adapting to new domestic and international changes [2] - The meeting underscored the importance of building a modern industrial system, promoting the integration of technological and industrial innovation, and enhancing the development of characteristic advantageous industries [2] Group 2 - The meeting reviewed measures to support the growth of technology-based enterprises and optimize financial services for the private economy [3] - The meeting called for strengthening the role of enterprises in technological innovation and establishing a gradient cultivation system for technology-based companies [3] - The meeting highlighted the need for a balanced approach to ecological protection and development, optimizing ecological space layout while ensuring sustainable and high-quality economic growth [3]

海南日报海口1月27日讯（海南日报全媒体记者邵长春 通讯员陈玉勇 杜梦瑶）记者从省工业和信息 化厅获悉，去年海南省规上工业增加值同比增长9.9%，增速排名全国第二，4月至12月连续9个月排名 全国第二。 其中，采矿业增加值同比增长40.4%，制造业增加值同比增长7.6%，装备制造业和高技术制造业增 加值分别增长103.1%和28.1%。 去年海南省工信领域实现科技创新和产业创新融合提升。"深海一号"获评全国领航级智能工厂，省 内新增培育先进级智能工厂7家、基础级智能工厂9家。2家中试平台入选工信部重点培育名单，5家省级 制造业创新中心进入培育期。组建海南省炼化产业技术创新联合体，新药筛选、实验动物、安评检测等 高能级平台建设加快。200多项深海科技关键小件本地化生产，一批项目获得首台套政策支持。 跨区域跨领域合作推向纵深。湘琼先进制造业共建产业园引进项目30个，已开工11个，三一工程机 械项目投产。海南国际设计师大赛成功举办，并培育一批省级工业设计中心。省工信厅还积极利用重大 平台开展招商，签约项目超200个，签约额超1000亿元。 企业梯度培育成效加速显现。去年海南省新增国家级重点"小巨人"企业1家、"小巨 ...

Core Viewpoint - In 2025, China's total foreign trade import and export value reached 45.47 trillion yuan, a year-on-year increase of 3.8%, marking a historical high despite global trade challenges [1] Group 1: Export Performance - Exports reached 26.99 trillion yuan, growing by 6.1%, demonstrating the resilience of China's foreign trade and the positive effects of improved export structure and manufacturing competitiveness [1] - High-tech product exports amounted to 5.25 trillion yuan, increasing by 13.2%, with green products like "new three items" and wind turbines growing by 27.1% and 48.7% respectively [2] - The export structure is shifting from quantity expansion to quality enhancement, driven by long-term collaboration between industrial policies, technological innovation, and market mechanisms [2] Group 2: Policy and Market Environment - The enhancement of export resilience is closely linked to the deep implementation of policies, such as the 167 national standard projects for the "new three items" industry established by the State Administration for Market Regulation [2] - In 2025, the export of industrial robots exceeded imports for the first time, growing by 48.7%, indicating a transition to becoming a net exporter of industrial robots [2] Group 3: Future Outlook - China's private enterprises accounted for over 70% of the foreign trade value of specialized "little giant" companies, with a 9.2% increase in exports through market procurement [3] - The domestic market's vast potential and ongoing technological innovation and industrial upgrades are expected to provide high-quality supply that meets international market demands [3] - The current global economic landscape is undergoing significant adjustments, necessitating a commitment to high-quality development in foreign trade through higher levels of openness [3]

对规模以上工业企业利润平均水平与增速形成拖累的主要是传统产业。2025年，采矿业实现利润总额 8345.1亿元，比上年下降26.2%。其中，石油和天然气开采业下降18.7%，主要是受国际石油价格下跌影 响；煤炭开采和洗选业下降41.8%，主要是能源结构转型带来的阵痛，我国正在大力发展绿色能源。 从我国规模以上工业企业利润与货物出口等数据反映出的结构性变化看，我国工业已经进入"质变"关键 期。在这个阶段，企业竞争力开始从"供应链效率（成本）"转向"科技创新与系统韧性"，铁路船舶、半 导体设备、电子等行业的高利润增长，表明竞争力正从低成本制造，转向复杂系统集成、尖端技术研发 和产业链自主可控。 我国工业企业的增长逻辑，也开始从"速度规模型"转向"质量效益型"。利润增长开始与营收增速脱钩， 更紧密地与产业附加值挂钩。装备与高技术制造业利润占比持续提升，说明产业升级的"溢价"正在利润 端兑现，新型工业化的推进有了实质性成效。 国家统计局近日发布的数据显示，2025年，全国规模以上工业企业实现利润总额73982.0亿元，比上年 增长0.6%，时隔三年重回正增长。其中，12月份规模以上工业企业利润由11月份下降13.1% ...

王长平委员代表九三学社福建省委员会的发言：要抓住新一轮科技革命和产业变革历史机遇，推动科技创新和产业创新深度融合，建议：一是 发挥特色产业优势，补齐创新平台短板。主动对接国家实验室和综合性国家科学中心，提升我省基础研究水平与原始创新能力。聚焦战略性新 兴产业，引进科学家及核心团队，争创建设新的国家级科技创新平台基地。二是优化经营管理模式，激发创新平台活力。建立以创新价值、产 业贡献为导向的分类评价体系，赋予创新平台和科研人员经费使用、资源调度等自主权。建立以创新贡献和成果应用为导向的人才评价体系， 充分释放科研人员创新活力。三是统筹区域协同发展，促进山海资源联动。深化与长三角、粤港澳大湾区的科技交流合作，支持沿海市和山区 市联合申报省科技计划项目。支持跨市域的产业技术联合攻关与平台共建。四是强化企业主体地位，推进"两创"深度融合。鼓励"链主型"科技 领军企业牵头组建创新联合体。建立健全大院大所大平台与企业常态化合作机制，支持企业联合科研院所开展技术攻关和成果转化，不断将创 新势能转化为产业动能。 ...

Industry Overview - China is playing a crucial role in the global energy storage sector, with a significant share of green low-carbon patent applications, accounting for 48.28% of the total [2] - The energy storage field is identified as the strongest growth engine, with a projected 29.9% year-on-year increase in global patent applications in 2024 [2] - Technological innovation is a key driver for the sustainable development of the energy storage industry and the broader renewable energy sector [2] Company Achievements - CATL has invested a total of 868.84 billion yuan in R&D from 2014 to the first three quarters of 2025, representing 5.20% of its revenue, leading the industry in R&D investment [7] - As of June 2025, CATL has over 49,347 patents, with 29,709 in China and 19,638 overseas, showcasing its strong technological foundation [8] - CATL has announced the mass production of a 587Ah large-capacity energy storage cell and the world's first 9MWh super-large energy storage system solution, significantly enhancing performance metrics [8] Technological Innovations - Huawei has launched the FusionSolar 9.0 intelligent string-type energy storage solution, which supports various operational capabilities and enhances grid stability [12] - The company has also developed an AI-driven energy management system that optimizes the entire lifecycle of power plants, improving operational efficiency by 50% [13] - BYD's new energy storage product "Hao Han" features the world's largest 2710Ah blade battery, achieving over 300% capacity improvement compared to conventional batteries [16] Emerging Leaders - The "Top Ten Technology Leaders in China's Energy Storage" initiative aims to recognize influential figures in the energy storage sector, highlighting their contributions to the industry [4] - The focus is on showcasing the achievements of these leaders and their role in advancing China's energy storage capabilities [4] Market Trends - The energy storage market is witnessing a shift towards larger capacity solutions, with companies like EVE Energy and Gotion High-Tech introducing innovative products that enhance energy efficiency and reduce costs [26][29] - The trend towards integrated energy solutions is evident, with companies developing systems that combine energy storage with advanced management technologies to meet diverse market needs [20][24]