"十五五"规划建议明确提出，优化提升传统产业，推动重点产业提质升级。各地企业把握市场需求，加强科技创新、升级工艺、优化产品，让传统产业焕发 新活力。 在黔东南苗族侗族自治州贵州炉碧经济开发区的这家玻璃制造企业车间里，技术团队正在对即将产出的1.4毫米超薄玻璃进行数据监测。得益于对熔窑温度 正负0.5摄氏度的精密控制和拉边机参数的毫厘微调，企业在半年内实现了玻璃厚度从2毫米到1.4毫米的突破，生产的产品也向电子显示、光伏组件等高附加 值领域加速延伸。 刘向阳 贵州海生玻璃有限公司生产厂长刘向阳表示，玻璃每薄0.1毫米，就像百米赛跑。公司研发团队在玻璃成分设计、熔化工艺、成型技术、退火处理等核心环 节实现了系统性的突破，攻克了超薄玻璃生产中厚薄差和平整度等行业共性难题，优质加工级率达到90%以上。 玻璃产业的升级，不仅体现在"做薄"，也在于"做特"。在同一个园区内的另一家玻璃制造企业，通过生产用于绿色建筑的低辐射镀膜玻璃，与其他企业形成 了"薄特互补"的差异化格局。园区也通过引导产业协同，有效降低了企业的物流、仓储等成本，激发创新活力。 ............. ...... a a pa a can a se ...

今日摘要 习近平总书记指出，传统制造业是实体经济的重要组成部分，要把握市场需求，加强科技创新，让传统 产业焕发新活力。沿着总书记指引的方向，各地通过高端化、智能化、绿色化、融合化改造，激活传统 产业内生动力，推动经济高质量发展迈出坚实步伐。 2025年12月中国物流业景气指数为52.4%，创下全年最高水平。 "十五五"期间我国将加快建设现代化水网。 我国科技创新正朝着"向极宏观拓展、向极微观深入、向极端条件迈进、向极综合交叉"发力，不断夯实 科技自立自强根基。 委代理总统称委内瑞拉人民不会屈从他人；多方谴责美国对委内瑞拉军事行动。 美白宫称正讨论动用美军等"一系列选项"以得到丹麦自治领地格陵兰岛；欧洲7国领导人发表联合声明 支持丹麦。 内容速览 【新思想引领新征程】传统产业向"新"发展 焕发新活力 "十五五"期间我国将加快建设现代化水网 习近平总书记指出，传统制造业是实体经济的重要组成部分，要把握市场需求，加强科技创新，让传统 产业焕发新活力。一开年，神州大地涌动着创新实干的热潮。以创新破局、实干筑基，通过高端化、智 能化、绿色化、融合化改造，传统产业正激活内生动力，推动经济高质量发展迈出坚实步伐。 12月物 ...

Core Insights - The "14th Five-Year Plan" period prioritizes the construction of a modern industrial system, marking a strategic shift from single-point technological breakthroughs to systematic industrial upgrades [6][19]. - The new energy industry is transitioning from a focus on installed capacity to building a "source-grid-load-storage" collaborative system, emphasizing dynamic balance between production and consumption [7]. - The aerospace sector is developing a dual-driven model of national engineering and commercial space, with large aircraft industrialization and commercial space driving the scale and capability of the industry chain [8]. - Future industries such as 6G and quantum technology place China in the global leading tier of R&D, aiming to seize the high ground in technology standards and industrial ecosystems through forward-looking layouts [9]. - The transformation of traditional industries emphasizes not only greening and intelligentization but also explicitly promotes "service-oriented manufacturing," guiding the manufacturing sector to extend services throughout the product lifecycle [10]. Group 1: Modern Industrial System - The construction of a modern industrial system is the primary task of the "14th Five-Year Plan," highlighting its core position as a foundation for new era development [19][20]. - The modern industrial system consists of three parts: upgrading traditional industries, developing emerging pillar industries, and strategically laying out future industries [20]. Group 2: Emerging Pillar Industries - The cultivation of emerging pillar industries is positioned as the strategic core of the modern industrial system, providing a strong new growth engine for high-quality development [23]. - Key emerging pillar industries include new energy, new materials, aerospace, and low-altitude economy, which are expected to drive explosive growth in multiple trillion-level markets [23]. Group 3: New Energy - The new energy sector has evolved into a comprehensive ecosystem encompassing "production, storage, transmission, and application," with a strategic significance in ensuring national energy security and achieving carbon neutrality [24]. - As of the end of 2024, China's cumulative installed capacity of new energy reached 1.41 billion kilowatts, maintaining a global leading position [25]. - The annual new installed capacity during the "14th Five-Year Plan" period is expected to remain around 30 million kilowatts [25]. Group 4: New Materials - The new materials industry in China has rapidly grown, with total output value exceeding 8 trillion yuan in 2024, but still faces structural challenges with about 30% of key high-end materials relying on imports [34]. - Significant breakthroughs are being made in various fields, including third-generation semiconductor materials and high-end alloys for aerospace applications [39]. Group 5: Aerospace - The aerospace sector has formed a dual-driven model of national major projects and commercial markets, with the C919 large aircraft and commercial space rapidly developing [42]. - The market size of China's aerospace manufacturing industry is expected to reach 601.7 billion yuan by 2025, with a compound annual growth rate of approximately 14.05% [42]. Group 6: Low-altitude Economy - The low-altitude economy, driven by various manned and unmanned aerial vehicles, is expected to reach a scale of 505.95 billion yuan in 2023, with a year-on-year growth of 33.8% [50]. - The market is projected to exceed 1 trillion yuan by 2026, with a compound annual growth rate of approximately 29.6% from 2021 to 2026 [50]. Group 7: Future Industries - Future industries represent cutting-edge technological and industrial development directions, including quantum technology, biomanufacturing, hydrogen energy, and brain-computer interfaces [61]. - The quantum technology sector is expected to grow significantly, with the industry scale projected to reach approximately 80 billion USD by 2024 and potentially near 1 trillion USD by 2035 [64].

12月29日，《中共深圳市委关于制定深圳市国民经济和社会发展第十五个五年规划的建议》（简称《建 议》）正式公布，明确了"十五五"时期深圳经济社会发展的基本思路和主要目标。 《建议》提到，"十五五"时期深圳经济社会发展的主要目标包括高质量发展迈上新台阶、产业科技创新 实现新突破、改革开放迈出新步伐、社会文明程度实现新提升、民生福祉取得新成效、现代化人民城市 建设取得新进展、安全保障迈上新水平等。 《建议》明确，至2035年，深圳高质量发展成为全国典范，城市综合经济竞争力世界领先，改革开放创 新动能更加强劲，人民群众生活更加幸福美好，更具全球影响力的经济中心城市和现代化国际大都市建 设迈上新台阶，成为我国建设社会主义现代化强国的城市范例。 推动第六代移动通信、生物制造等 成为新的经济增长点 （文章来源：上海证券报） 在加快未来产业成形成势方面，深圳将探索多元技术路线、典型应用场景、可行商业模式、市场监管规 则，建立未来产业投入增长和风险分担机制，推动第六代移动通信、生物制造、具身智能、光载信息、 细胞与基因、脑机接口、氢能和核聚变能、量子科技等成为新的经济增长点。 在加快传统产业优化升级方面，深圳将在国家统一部署 ...

中央经济工作会议再次强调"因地制宜发展新质生产力"，为如何发展新质生产力、化解当前存在的一些 乱象指明了方向。 强调因地制宜，在于打破"新质生产力等于新兴产业"的片面认知，推动传统产业升级与新兴产业培育共 同发展。国家统计局数据显示，今年1月份至11月份，我国高技术制造业增加值保持快速增长，电子专 用材料、集成电路等新兴领域增速亮眼。与此同时，经过技术改造的煤炭、化工等传统行业也实现了稳 健增长，生物基材料等技改相关产业增速尤为突出。这种"新旧并举"的格局，正是各地科学布局的呈现 ——新兴产业快速成长，传统产业焕发生机，共同勾勒出新质生产力的发展图景。 不同地方对此已有一些差异化探索。例如，有的地方聚焦新型材料，培育"隐形冠军"，形成立足资源禀 赋、细分赛道谋求突破的模式，为老工业城市发展提供了可供借鉴的样本；有的地方发展量子计算、空 天信息等未来产业，向产业链高端攀升。回顾今年多地的发展实践，一条清晰的逻辑正在显现：新质生 产力绝非"千城一面"的单一模板，而是走特色化发展道路的结果。 新质生产力本质上也是绿色生产力。数据表明，今年1月份至11月份，全国清洁能源发电量增长显著， 风电设备、新能源汽车及动力电池 ...

当汕头的玩具、纺织等特色产品遇上跨境电商的"快车道"，一场传统产业升级的蝶变正在濠江上演——今年8月，依托深圳南山与汕头濠江的"百县千镇万村 高质量发展工程"产业协作，引入厦门象屿产业发展集团有限公司(下称"产发集团")共建的汕头(濠江)跨境电商产业园正式开园。这标志着濠江区首个以跨境 电商为主题的产业园区正式落地。 Fil pre dous y DEFORMATION l = RE ( REATOR BUILDER BLOCKS P STEM 国 ( lB 图 CINAS 125 5 PCS in TTACKE 汕头（濠江）象屿跨境电商产业园于2025年8月正式开园。 受访者供图 短短4个多月，这座全新园区已初步构建起"跨贸公共服务平台+跨贸供应链平台"双轮驱动的创新模式，通过搭建"平台+物流+供应链"生态圈，系统性解决汕 头本地产业带企业在跨境出海与外贸升级中面临的"成本高、融资难、合规险、数据流"等核心痛点，为汕头跨境电商综合试验区从"试验"迈向"示范"提供了 可复制、可推广的"濠江样板"。 多维发力建平台 为企业出海打通"快车道" 在跨贸公共服务平台建设方面，园区聚焦产业招商、公共服务与人才孵化三大维 ...

2026 年银行板块投资策略：从业务与业绩角度看稳健性； 两条选股主线 20251222 摘要 银行业整体盈利预计保持小幅增长，2028 年 ROE 仍有望维持在 8%- 9%区间，年底年初是较佳投资窗口期，险资增量资金配置确定性高，明 年营收边际改善确定性较高，息差降幅收窄将支撑净利息收入。 选股逻辑聚焦高 ROE 优质城商行（如江苏银行、南京银行等）和高股息 品种（如招商银行、中信银行等），前者规模增长确定性强且营收弹性 大，后者适合阶段性防御策略。 2026 年信贷动能依赖新型工业化、科技创新、新基建及传统产业升级， 绿色信贷和科创贷款占比提升空间大，科技型中小企业贷款同比增速保 持较高水平。 地产和消费对银行业绩贡献有限，地产需超预期政策才能企稳，消费主 要依靠政策托底，内生动力仍需加强，零售相关需求偏弱。 预计 2026 年净息差将在个位数区间内波动，降幅小于今年，净利息收 入有望实现小幅正增长，优质区域城农商行可能超预期。 对于地产和消费领域，您怎么看待其对银行业绩的影响？ Q&A 2026 年银行板块的总体投资策略和选股逻辑是什么？ 总体来看，2026 年银行板块的投资策略主要关注绝对收益，预计 ...

12月19日，"'十四五'广东成就"韶关专场新闻发布会在广州召开，现场介绍了"十四五"期间韶关市经济 社会发展总体情况和成效亮点。韶关市工信局局长张南生在会上介绍，"十四五"期间，韶关始终坚 持"没有落后的产业，只有落后的企业"这一理念，通过创新引领、数智赋能和绿色转型，让传统产业 从"制造"迈向"智造"，持续为韶关工业高质量发展注入新动能。 （文章来源：21世纪经济报道） 张南生表示，在高端化升级方面，韶关着力推动"传统制造"向"高端智造"迈进。中南股份产品结构加速 从建筑用材向工业用材战略转型，特钢年产量突破110万吨，硕成科技、欧莱新材在半导体材料领域打 破国外垄断。目前，全市已培育国家级单项冠军企业1家、省级单项冠军企业14家、国家级"小巨人"企 业22家，数量居粤东西北地区前列；在智能化改造方面，韶关以数智赋能让传统产业"老树发新芽"。全 市累计410家规上工业企业实施数字化转型，中南股份智慧炼钢、中金岭南智慧矿山等项目成为行业标 杆，北纺智造、韶关液压件厂入选省制造业数字化转型典型案例，生产效率和节能降碳水平得到大幅提 升；在绿色化转型方面，韶关坚持践行"绿色发展不是'选择题'而是'必答题'"，全 ...

以"六大产业集群"为引擎，呼和浩特正聚焦合成生物、前沿材料、未来网络、低空经济、商业航天、生 命健康等新兴领域，积极布局未来产业。通过抢抓"两新"支持政策红利，实施制造业技术改造升级、大 规模设备更新，推动新材料、装备制造等重点行业绿色化改造、高端化延伸。 市场准入更宽松，纳税服务再创新。企业开办实现0.5个工作日办结，环节、材料大幅压减，7个高频事 项"一次办"。纳税服务领域创新亮点频出：全区首个农产品收购行业"三流合一反向开票"试点成功落 地，实现收购企业与农户"双端减负"；全区首个停车场"缴费即开票"场景落地，预计可降低该行业约 25%的税费征管成本。贸易便利化提升，原产地证书实现"秒级审核，即时打印"；为重点企业提供"一 站式服务包"，建立四项专项服务机制；通过建立协调机制、推广"铁路快速通关模式"等，提升中欧班 列发运质效。在促进公平竞争方面，开展政府采购代理机构"双随机、一公开"抽查，举办政策宣介会， 搭建政采供应商与金融机构的沟通桥梁。（石文） 【环球时报综合报道】"十五五"规划建议提出，"完善民营企业参与重大项目建设长效机制，发挥政府 投资基金引导带动作用，激发民间投资活力、提高民间投资比重， ...

Core Insights - Zhejiang's capital market is driving the transformation of the real economy, with traditional industries accelerating their upgrade through "high-end, intelligent, and green" reforms [1] - The 268 listed companies in 17 key traditional manufacturing sectors are pivotal for regional industrial upgrades, contributing significantly to Zhejiang's economic growth [1] Group 1: Traditional Manufacturing Sector - In 2024, the 17 key traditional manufacturing companies in Zhejiang are projected to achieve a revenue of 1.77 trillion yuan, a year-on-year increase of 5.30%, and a total profit of 103.66 billion yuan, up 2.04% [1] - These companies have maintained an annual R&D investment of over 40 billion yuan, reaching a historical high of 45.44 billion yuan in 2024 [1] Group 2: Chemical Manufacturing - The chemical manufacturing sector, with the highest number of listed companies, is a key indicator of traditional industry upgrades, achieving a revenue of 260.9 billion yuan in 2024, a growth of 5.99%, and a net profit of 19.42 billion yuan, up 13.45% [2] - Leading companies like Zhejiang Longsheng and Hangyang Co. are diversifying their product offerings to strengthen their market positions [2] Group 3: Automotive Parts - The automotive parts sector reported a revenue of 111.76 billion yuan in 2024, growing by 8.20%, with a net profit of 6.89 billion yuan, an increase of 9.40% [4] - Companies like Shuanghuan Transmission and Yinlun Co. are leading the transition from traditional fuel vehicles to new energy and robotics [4][5] Group 4: Low Voltage Electrical Equipment - The low voltage electrical equipment sector achieved a revenue of 165.27 billion yuan in 2024, with a year-on-year growth of 9.62% [6] - Leading firms such as Chint Electric and Hengdian East Magnetic are innovating through digital transformation and expanding into renewable energy [6][7] Group 5: Textile and Apparel - The textile industry generated a revenue of 39.69 billion yuan in 2024, a growth of 15.38%, while the apparel sector reached 37.30 billion yuan, up 0.92% [8] - Companies like Semir and Baoxiniao are innovating through brand renewal and smart customization to capture new market opportunities [8] Group 6: Overall Transformation - The transformation of Zhejiang's traditional manufacturing has evolved from mere technical upgrades to a systematic change, characterized by "capital empowerment, technology-driven, and ecological collaboration" [9] - These listed companies are expected to provide valuable insights for the national transformation of traditional industries [9]