（来源：中国改革报） 转自：中国改革报 □ 陈萍 2025年12月召开的中央经济工作会议明确提出"围绕发展新质生产力，推动科技创新和产业创新深度融 合"的发展要求，为产业链升级指明了方向。开放创新作为整合全球资源、打破组织边界的创新范式， 通过知识流动、资源配置与竞争激励三重机制，构建"要素整合—技术突破—产业迭代"的升级路径，为 产业链向智能化、绿色化、融合化跃升提供系统性解决方案。当前，我国产业链在一些领域面临创新链 与产业链协同断层、高端要素流动受国际制约、制度型开放深度不足等现实难题，亟需以开放创新破 局，将政策部署转化为产业升级实效。 开放创新：产业链升级的核心动能 开放创新的理论根基深植于熊彼特创新集群理论与全球要素配置理论，其核心在于通过要素双向流动实 现创新效能最大化。从理论维度看，开放创新通过促进知识流动、优化资源配置、构建竞争激励三重作 用机制构成了产业链升级的底层逻辑。 首先，开放创新促进知识流动。创新是知识在集群网络中持续溢出、协同演化的结果。开放创新通过全 球创新网络构建知识流动的"高速公路"，使基础研究、应用开发、产业转化各环节的知识实现跨主体、 跨地域耦合。知识流动存在"显性—隐 ...

Core Viewpoint - China's aluminum products are becoming more fashionable and environmentally friendly, and the country is not relocating factories to Southeast Asia as it did in the past, but rather revitalizing its own manufacturing capabilities [1][3]. Industry Dynamics - The global electrolytic aluminum production capacity has seen a significant shift, with 13 million tons moving from northern regions like Shandong and Henan to the greener valleys of Yunnan and Sichuan, which is comparable to the total production of North America [1][6]. - China's strategy focuses on maintaining control over its aluminum industry, emphasizing national strategic security and the dominance of the industrial chain, rather than outsourcing high-energy-consuming industries [3][4]. Environmental and Economic Factors - The shift to Yunnan is driven by the availability of renewable energy sources, such as hydropower, which accounts for over 90% of the energy used, resulting in lower electricity costs (20% cheaper than Shandong) and minimal environmental pressure [6][8]. - The carbon emissions from aluminum produced using Yunnan's hydropower are significantly lower, at 1.8 tons of CO2 per ton of aluminum, compared to over 13 tons from coal-fired power [8][9]. Market Opportunities - By 2025, China is projected to export 750,000 tons of aluminum products to Europe, where the carbon tariffs could cost over €24.4 million annually if produced using coal power, while the green aluminum from Yunnan would easily meet standards and command higher prices [9][10]. - The aluminum production value in Wenshan is expected to exceed 100 billion yuan by 2025, with the region becoming a leading hub for aluminum production in China [11][12]. Infrastructure and Logistics - The rapid growth of the aluminum industry in Wenshan is evident, with an annual growth rate of 50%, surpassing many coastal development zones, although logistical challenges exist due to high demand and limited infrastructure [12][14]. - The transition to Yunnan involves rebuilding supply chains, talent pools, and infrastructure, which poses challenges but also highlights the strong coordination capabilities of Chinese enterprises and local governments [14][16]. Strategic Outlook - As international dynamics become more complex, China aims to tighten control over its industrial chain and leverage its green aluminum industry to break through carbon barriers imposed by Europe and the U.S., turning these challenges into opportunities [16][17].

黄伟鹏现任广西钢联新材料集团副董事长兼财务总监、广西贺州鹏达新材料有限公司董事长。他持续推进不锈钢产业延链补链，主导投资8亿元建成不锈 钢卷板技改项目，实现全产业链升级，形成年处理废钢50万吨、年产不锈钢坯78万吨及不锈钢材100万吨的产能规模。 在与黄伟鹏亲切交谈中，彭代元详细了解企业生产经营情况，认真倾听企业发展中遇到的困难与意见建议，积极回应企业关切。他鼓励企业要坚定发展信 心，把握政策机遇，坚持创新驱动，依托现有优势深化技术研究、拓展产业布局，着力推动产业链延伸和产业集群化发展，促进科技创新与实体经济深度 融合，持续提升核心竞争力，加快实现满产达产，为贺州"十五五"良好开局贡献更大力量。同时，希望黄伟鹏继续发扬敢闯敢试、锐意进取的精神，立足 岗位、奋发作为，切实将干事热情转化为推动企业发展的实际成效。他要求，各级有关部门要持续优化营商环境，完善企业服务机制，构建亲清政商关 系，切实做到"企业少跑腿、服务多上门"，为企业发展保驾护航。 黄伟鹏对市委、市政府长期以来的关心支持表示感谢。他表示，在新的一年里，将大力弘扬企业家精神，积极融入全市发展大局，充分发挥自身优势，抢 抓新发展机遇，持续做强主业、做优品 ...

【环球网财经记者 田刚】2026年全国贸促工作会议期间，辽宁省贸促会党组书记、会长庞宝国在接受环球网记者采访时表示，辽宁省贸促会日前修订发布 《辽宁省贸促系统优化营商环境10条承诺》，深耕省贸促会金融服务、数智服务、科技贸易和语言服务四个企业实践基地为企业"走出去"赋能，推动商事法 律服务提质增效，强化信息服务支撑，拓展国际联络渠道等10个维度强化贸促工作服务力度，持续助力辽宁打造市场化法治化国际化营商环境。 与此同时，2026年伊始，辽宁以一场声势浩大的"新年第一会"，点燃了优化营商环境的攻坚之火。2026年元旦假期后的首个工作日，辽宁省委书记许昆林在 全省优化营商环境大会上直言，优化营商环境是辽宁"十五五"时期"最重要、最现实、最紧迫的战略任务"，必须向顽瘴痼疾"亮剑"，以雷霆之势整治服务意 识薄弱、政府失信、行政效能低下等八大突出问题。在这场直达基层的会议上，企业代表则被请入会场"C位"，释放出辽宁从"管理者"转向"服务者"的深刻 信号。 在此背景下，位于辽宁沿海经济带起点的东戴河新区，其战略意义愈发凸显。作为连接东北与华北的咽喉要道，这里是承接京津冀产业转移的桥头 堡，"3+4"的产业布局则彰显其探索 ...

Core Viewpoint - The recent trade agreement between India and the EU, described as the most significant in 20 years, poses challenges for China, but the country is well-positioned to adapt and seize new opportunities in the global market [3][6][8]. Group 1: Trade Agreement Details - The India-EU trade agreement, finalized after nearly 20 years of negotiations, aims to reduce tariffs on a wide range of products, with over 96% of Indian exports to the EU expected to see significant tariff reductions [6][8]. - The automotive sector will experience a drastic reduction in tariffs, with India's current 110% tariff on imported cars expected to drop to 10% over several years [6][8]. Group 2: Implications for China - German media predicts that China could lose several hundred billion euros over the next decade due to this agreement, as India's lower labor costs and tariff advantages may allow it to capture market share in textiles, electronics, and automotive sectors [8][10]. - Despite these predictions, China's manufacturing capabilities, supply chain efficiency, and established global market presence provide a strong defense against potential losses [10][18]. Group 3: Competitive Landscape - India's manufacturing sector is still developing, and while it has the potential to grow, it faces challenges in achieving the same level of efficiency and quality as China [11][13]. - The EU's desire to diversify its supply chains and reduce reliance on China may not lead to an immediate shift, as the complexities of global supply chains make it difficult for any single country to dominate [16][18]. Group 4: Strategic Recommendations - The trade agreement serves as a wake-up call for China to focus on innovation and upgrading its manufacturing capabilities, moving towards high-end design and brand services to maintain its competitive edge [18][20]. - Long-term success will depend on China's ability to innovate and optimize its supply chain, rather than relying solely on low-cost production [20].

Investment Rating - The investment rating for the industry is "Positive" and the rating has been maintained [1] Core Insights - The pharmaceutical and biotechnology industry index experienced a decline of 3.17%, ranking 22nd among 31 primary industries, underperforming the CSI 300 index which fell by 1.25% [6][17] - The valuation of the pharmaceutical and biotechnology industry as of February 6, 2026, is a PE (TTM overall method, excluding negative values) of 29.57x, down from 30.31x in the previous period, indicating a downward trend below the average [6][22] - The top three sub-industries in terms of PE (TTM overall method, excluding negative values) are vaccines (46.30x), hospitals (43.34x), and medical consumables (37.71x), while pharmaceutical distribution has the lowest valuation at 14.88x [22] Industry Trends - The focus in the global pharmaceutical market continues to be on GLP-1 targets, with Eli Lilly's tirzepatide establishing a leading position in the metabolic disease field due to its clinical value and commercialization performance [9] - The collaboration model between multinational pharmaceutical companies and Chinese biopharmaceutical firms is evolving towards "platform capabilities + multi-project combinations," highlighting the long-term strategic value of underlying innovative capabilities such as sustained delivery technology and peptide R&D platforms [9] - The investment logic in the industry is shifting from single blockbuster products to platform-based, matrixed approaches that extend into critical supply chain segments [9] Investment Recommendations - Focus on innovative pharmaceutical companies with "core technology platforms + diversified pipelines," as their ability to derive multiple values from platforms and realize cross-border cooperation milestones will be a key advantage [9] - Pay attention to industry chain segments benefiting from drug long-acting and oral trends, including complex formulation processes, high-end delivery technologies, and related peptide CDMO fields [9] - In the context of strong global R&D and production demand, peptide CXO companies that are active in cross-border collaborations, have balanced customer structures, and possess solid compliance systems will continue to share in the industry's high prosperity dividends [9]

随着蔬菜交易"进楼"项目持续推进，北京新发地市场的转型战略轮廓逐渐清晰。北京新发地市场董事长 张玉玺近日在接受北京商报记者专访时表示，蔬菜交易"进楼"不仅是交易环境的改善，更映射出果蔬批 发市场内的商户从单一批发交易向全产业链的升级。在商户转型过程中，市场推动业态升级、商文旅跨 界，向多元化农产品流通中心转型。 "露天交易""大集式经营"是北京新发地市场长期以来留给外界的印象。随着新发地蔬菜综合交易大楼的 建成与投用，这种模式将逐渐被替代。张玉玺表示，蔬菜综合交易大楼B座，预计今年7月全面投用。 据介绍，新发地蔬菜综合交易大楼建筑面积达36万平方米，分为A、B、C三座，其中B座先行建设。在 果品交易方面，果品示范大棚A厅将于今年春节前全面投用，B厅将于2月13日招标，预计在今年7月投 用。届时，目前进行露天交易的商户将采用轮换制，分阶段入厅或入棚。 对于推进交易"进楼""进棚"，张玉玺表示，"车进厅"意味着装载农产品的货车入场后可快速装卸和交 易，减少二次搬运及露天损耗，还能降低极端天气对交易的影响。 值得注意的是，蔬菜综合交易大楼将集中供需两种业态，该经营模式有助于推动供应链的建设。其中， 蔬菜综合交易大楼 ...

日益完善的产业链条与富有韧性的产业生态，形成了强大的"磁场效应"。2025年，明溪瞄准产业升级关 键环节，围绕药品上市许可持有人(MAH)、医药外包服务(CXO)等新业态开展精准招商，成功引进音芙 医药、天衍制药等6个重点项目，总投资达27.8亿元，为产业集群注入了新的发展活力。 生物医药制剂产业园的加快建设，不仅是产业链的物理延伸，更为明溪的生物医药产业集群赋予了新的 战略意义。通过吸引天衍药业等高端制剂项目，园区正推动产业从"原料输出"向"终端产品输出"转型。 中新网福建明溪2月5日电 连日来，在"海西内陆新侨乡"福建省明溪县经济开发区，生物医药制剂产业 园首动区建设正酣，大型机械长臂挥舞，为新一年的产业攀登夯实基座。不久后，福建天衍药业等一批 高端制剂企业将在此入驻，标志着明溪生物医药产业向着价值链终端的有力延伸。 近年来，明溪县依托资源禀赋，先后引育生物医药企业25家，着力将企业"串珠成链"。现已构建起"红 豆杉种植—提取—紫杉烷类抗肿瘤原料药"和"六氟异丙醇—七氟烷中间体及原料药—七氟烷制剂"两条 特色产业链。在此过程中，以南方制药为代表的"链主"企业发挥磁吸效应，带动旻和、博悦等合作伙伴 相继落户 ...

《5%不刺激，却更值钱：中国经济真的在"换发动机"》 这意味着增长不再靠堆投资、堆产能，而是新质生产力在接棒。 就像一辆车，从"油门踩死"换成"混动模式"，看着不猛，其实更耐跑。 第二个关键信号，在价格里。 核心CPI连续回到温和区间，不是通胀，而是消费信心在修复、企业敢定价了。 ——不是冲不上去，而是跑得更稳、更远 你有没有发现一个怪现象？ 有人盯着"只有5%"直摇头，但企业没塌、就业没慌、产业链还在升级。 这件事，很多人其实看反了。 先给结论：2025年的5%，不是保守，而是高质量。 装备制造和高技术制造增速接近两位数，明显快于整体工业。 这更像是换挡期的顿挫感：地产深度调整、投资更谨慎、高基数效应叠加，短期波动难免。 但只要结构没塌、链条没断、创新没停，就不是失速。 一句话总结：中国经济的底气，不在数字有多炸，而在"大市场+强制造+政策空间"的组合韧性。 与其纠结快不快，不如看清——它还能稳稳跑多远。 （唐加文，笔名金观平；本文成稿后，经AI审阅校对） 再叠加"反内卷"和产能治理，PPI止跌回稳，本质是供需关系在"重新对齐"。 经济最怕的不是慢，而是乱，这一步非常关键。 再看被唱衰的"前高后低"。 ...

Core Viewpoint - The company plans to focus its capital expenditure in 2026 on optimizing and upgrading its existing industrial chain, enhancing production potential, and increasing the output proportion of high value-added products to strengthen its competitive advantage in niche markets [1] Group 1: Capital Expenditure and Strategy - In 2026, the company will prioritize capital expenditure on existing industrial chain optimization and upgrades through process innovation and equipment modifications [1] - The company aims to improve product process routes and increase the output of high value-added products [1] - A series of low-investment, quick-return projects will be launched to support the company's transformation and differentiated competition [1] Group 2: Industrial Park Integration and Efficiency - The company is actively promoting regional integration of its industrial parks by implementing unified energy management and shared public utilities to reduce overall energy consumption and enhance resource utilization efficiency [1] - The 8,000 tons/year catalytic new materials project has entered the trial operation phase, with efforts to accelerate equipment debugging for stable production [1] Group 3: Competitive Positioning - The completion of the catalytic new materials project will significantly enhance the company's self-supply capability in the high-end catalyst sector, breaking foreign technology monopolies and extending the value chain [1]