周波来到北方华锦合成橡胶（辽宁）有限公司，详细了解企业生产经营情况，得知企业通过高端 化、差异化产品研发，培育新质生产力，产品远销国内外，周波充分肯定，鼓励企业持续推动技术升 级，打造合成橡胶产业优势。在盘锦三力中科新材料有限公司，周波走进中控室，查看企业年产十万吨 新材料项目运行情况。该企业乙烯三步法制甲基丙烯酸甲酯技术达到国际先进水平，打破国外垄断，填 补国内空白。周波对此表示赞赏，强调要加大自主创新成果转化力度，充分发挥国家级高新技术企业引 领作用。在盘锦研峰科技有限公司，周波重点了解企业在新药、半导体、石化聚烯烃等领域专用金属有 机新材料研发生产情况，对企业建立技术团队，攻克"卡脖子"技术表示认可，鼓励企业完善研发—中试 —产业化机制，不断迭代研发生产高端金属有机新材料及相关产品，提升市场竞争力。 1月6日，省政协主席周波到盘锦市，围绕"十五五"时期推进大盘绿色石化集群向世界级迈进开展调 研，并走访所联系企业。 周波来到辽滨沿海经济技术开发区智慧管控平台，详细了解园区数字化治理、绿色低碳发展等情 况，强调要以智慧赋能园区管理提质增效，筑牢安全环保底线。在所联系企业辽宁汇福粮油集团，周波 走进生产车间和 ...

（来源：东北新闻网） 1月6日，省政协主席周波到盘锦市，围绕"十五五"时期推进大盘绿色石化集群向世界级迈进开展调研， 并走访所联系企业。 周波在调研时强调，要坚持创新引领，聚焦产业链关键环节和"卡脖子"技术难题，加大研发投入力度， 以科技创新赋能产业升级。要坚持绿色低碳，严格落实好环保、安全等相关要求，提升本质安全水平。 要持续优化营商环境，主动为企业排忧解难，激发经营主体活力，合力推动大盘绿色石化集群高质量发 展。 （辽宁日报记者 赵静） 责任编辑：张刚 周波来到辽滨沿海经济技术开发区智慧管控平台，详细了解园区数字化治理、绿色低碳发展等情况，强 调要以智慧赋能园区管理提质增效，筑牢安全环保底线。在所联系企业辽宁汇福粮油集团，周波走进生 产车间和中控室，查看工艺流程，召开座谈会，与企业负责人深入交流，关切询问企业生产经营、发展 规划等情况，倾听企业诉求，协调解决实际困难。在盘锦联成化学工业有限公司，周波详细了解企业推 进数智化管理等情况，鼓励企业深耕主业、做优做强。 周波来到北方华锦合成橡胶（辽宁）有限公司，详细了解企业生产经营情况，得知企业通过高端化、差 异化产品研发，培育新质生产力，产品远销国内外，周波充 ...

马志峰参加。 在经开区潮河办事处蝶湖社区，庄建球详细了解基层党建、智慧治理、网格运行、便民服务等情 况，并与基层党员、群众代表座谈交流，宣讲党的二十届四中全会精神，指出要学深悟透全会精神特别 是关于社会治理、民生保障的重要部署，进一步增强主人翁意识，依托"党建+网格+大数据"模式，用 心用情解决好群众的烦心事、揪心事，让社区成为共建共治共享的幸福美好家园。 座谈中，庄建球强调，经开区是全市经济发展的重要引擎、改革开放的前沿阵地。要坚持把发展经 济的着力点放在实体经济上，坚持智能化、绿色化、融合化方向，依托主导产业和优势产业延链补链强 链，加快构建现代化产业体系。要坚持抓基层打基础固根本，健全治理体制，壮大治理力量，扎实推进 党建引领基层高效能治理，不断提升网格精准化、治理精细化水平。要统筹做好岁末年初各项重点工 作，抓紧细化实化具体化目标任务举措，及时化解矛盾问题和风险隐患，确保"十四五"圆满收官、"十 五五"良好开局。 12月26日，市长庄建球到经开区重点企业和党建联系点调研并宣讲党的二十届四中全会精神，强调 要深入贯彻落实党的二十届四中全会和习近平总书记在河南考察时重要讲话精神，认真落实省委十一届 十次全 ...

（来源：沈阳日报） 转自：沈阳日报 "市委经济工作会议为全市明年经济工作擘画了蓝图、明确了路径。浑南区将全面贯彻落实会议要求， 紧紧围绕'十五五'核心目标，锚定开新局、起好步，以'加力、冲刺、决胜'为基调，在新时代辽宁、沈 阳全面振兴上展现经济大区担当，谱写中国式现代化浑南篇章。"12月28日，浑南区区长任立辉在接受 采访时说。 坚持内需牵引，夯实增长根基。消费端聚焦新业态新模式，加快爱琴海TOD商业枢纽、潮尚荟等项目 建设，盘活万象九宜城等闲置资源，开展"爱上浑南"系列促消费活动100场，力争新增首店20家以上， 全年接待游客突破2000万人次。投资端坚持"投物"与"投人"并举，力争出让土地30宗以上，推动中一东 北国际医疗科技产业城、拓荆高端半导体设备产业化基地等450个重点项目开复工，保障机场二跑道建 设、王家湾冰上运动中心竣工，全年完成投资410亿元。 坚持创新引领，培育发展动能。以浑南科技城为"总窗口"，推动辽宁材料实验室纳入国家实验室体系， 支持辽河实验室创建国家级创新中心，确保深部工程灾害物理模拟设施竣工投用，全年开展关键核心技 术攻关30项以上。强化成果转化，推动120个技术转移转化项目落地， ...

据国家发改委网站，12月26日，国家发改委发表《大力推动传统产业优化提升》指出，对新能源汽车、 锂电池、光伏等"新三样"产业，关键在于规范秩序、创新引领。"十五五"时期，要综合整治"内卷式"竞 争，维护公平竞争环境，提高行业集中度，打造全球技术领先高地。规范市场竞争秩序，深入实施公平 竞争审查制度，加强价格监测、质量检查，防止低价无序竞争。加强供应链治理，保障中小企业款项支 付，营造行业互利共赢良好生态。加大技术创新力度，巩固技术领先优势。加强宏观调控，坚持用市场 化、法治化手段推动落后低效产能退出。 ...

Core Viewpoint - A significant increase in trading volume for various broad-based ETFs was observed on December 17, with a net subscription of 19.2 billion yuan for equity ETFs, indicating strong investor interest in this asset class [1] Group 1: ETF Subscription Data - The net subscription for the CSI A500 ETF reached 11.2 billion yuan, while the CSI 300 ETF saw a net subscription of 3.1 billion yuan and the Hong Kong stock theme ETF had a net subscription of 2.6 billion yuan [1] - Over the recent week (December 11-17), the net subscription for CSI A500-related ETFs exceeded 25 billion yuan, highlighting a trend of substantial capital inflow [1] Group 2: Market Outlook - According to Fortune Fund, the current domestic policy is positively oriented, while external liquidity conditions remain uncertain, suggesting that the market may continue to experience volatility in the short term [1] - In the medium to long term, the market fundamentals are expected to strengthen due to the resonance between policy guidance and industrial cycles, maintaining the logic of a long-term slow bull market for A-shares [1] - Future investment themes are anticipated to focus on expanding domestic demand, innovation leadership, and countering excessive competition [1]

Group 1 - The total value of China's goods trade import and export reached 41.21 trillion yuan in the first 11 months of the year, with a year-on-year growth of 3.6%, maintaining the same growth rate as the previous 10 months [1] - In November, the import and export growth rate rebounded to 4.1%, marking 10 consecutive months of growth since February [1] - Exports in November amounted to 2.35 trillion yuan, while imports were 1.55 trillion yuan, with year-on-year growth rates of 5.7% and 1.7%, respectively [1] Group 2 - Private enterprises have become the main force in foreign trade, with their import and export value reaching 23.52 trillion yuan in the first 11 months, a year-on-year increase of 7.1% [1] - The number of private enterprises with import and export records increased by 66,000 year-on-year [1] - In November, the import and export growth rate of private enterprises accelerated by 3.9 percentage points compared to the previous month, with both exports and imports growing for nine consecutive months [1] Group 3 - The robotics industry is experiencing an upgrade, with a company reporting over 100% year-on-year growth in import and export value for the first 10 months due to advancements in material processes and precision control [2] - China's export of electromechanical products reached 14.89 trillion yuan in the first 11 months, with a year-on-year growth of 8.8%, accounting for 60.9% of total exports [2] - The export of "new three types" products and ships grew by 24.1% and 27.8%, respectively [2] Group 4 - The export of ice and snow sports products has seen significant growth, with a company reporting a 37.5% year-on-year increase in ski goggles exports, reaching 65 million yuan in the first 10 months [2] - Exports of ice skating shoes to Central and Eastern Europe and ski clothing to North America have exceeded double-digit growth rates [2] Group 5 - China's trade with ASEAN, its largest trading partner, reached 6.82 trillion yuan in the first 11 months, with a year-on-year growth of 8.5% [3] - Trade with Africa, Latin America, and the European Union grew by 18.7%, 5.6%, and 5.4%, respectively [3] - China has achieved simultaneous growth in exports and imports with over 110 countries and regions, an increase of more than 20 compared to the same period last year [3]

一是创新引领主线。创新药及其产业链仍是医药板块中长期成长性的核心代表，其科技属性与市场整体 风险偏好密切相关，是进攻性配置的重要方向。 专题：2025分析师大会：资本市场"奥斯卡"！机构称A股迎全球资本涌入的大牛市 11月28日，2025分析师大会暨第七届新浪财经"金麒麟"最佳分析师颁奖盛典在上海圆满举行。本次大会 汇聚了逾300位权威学者、公私募基金负责人、上市公司董事长、顶级基金经理与首席分析师，共同就 中国资本市场的未来机遇展开深入探讨。 在备受关注的"金麒麟"评选环节，中泰证券祝嘉琦团队荣膺创新药行业"菁英分析师"称号。中泰证券医 药首席分析师祝嘉琦在大会期间接受独家专访，阐述了医药医疗板块当前的投资逻辑与对2026年的投资 展望。 祝嘉琦分析称，2025年医药板块呈现出显著的"两极走强"特征：一方面，龙头白马股凭借稳固的行业地 位与基本面韧性持续走强；另一方面，部分具备技术突破或经营改善等积极变化的小市值公司同样表现 突出。她预计，这一格局在2026年有望延续，并建议投资者采取"龙头打底、黑马增强"的配置策略：在 确定性强的优质赛道中坚守核心龙头，同时积极布局具备高成长潜力的中小市值标的，实现稳健与 ...

Group 1 - The 20th Central Committee's Fourth Plenary Session approved the "15th Five-Year Plan" for China's economic and social development, outlining strategic directions for the next five years [1][3] - Key themes such as "high-level opening up," "trade innovation," "modern industrial system," and "green transformation" signal new opportunities for foreign businesses in China [1][3] - The national negative list for foreign investment has been reduced to 29 items, with a focus on expanding market access in the service sector, particularly in productive services [3][4] Group 2 - The emphasis on trade innovation includes promoting balanced import and export development and significantly enhancing service trade, catering to the growing demand for high-quality imported goods and services in China [3][4] - The "Belt and Road" initiative is set to become more diverse and sustainable, with a focus on both major landmark projects and smaller, community-focused initiatives [3][4] - The concept of innovation is highlighted as a key driver for high-quality development, providing new investment opportunities for multinational companies in China [4][5] Group 3 - The "15th Five-Year Plan" is viewed as a global cooperation invitation, particularly in areas like innovation, green transformation, and resilient supply chains, which are relevant for small and medium-sized enterprises [5] - The effectiveness of China's long-term planning approach is recognized, with the Communist Party playing a crucial role in guiding economic and social development [5][6] - China's role as a stabilizing force in a turbulent world is emphasized, reinforcing confidence in its position as a global development engine [5][6]

Group 1: Industrial Growth and Innovation - The industrial economy in China showed steady progress in the first three quarters, with a year-on-year increase of 6.2% in industrial added value for large-scale enterprises [1][6] - The equipment manufacturing sector's added value grew by 9.7%, accounting for 35.9% of total industrial output, indicating a strong "ballast" effect [2][6] - High-tech manufacturing also saw a 9.6% increase, outpacing overall industrial growth by 3.4 percentage points, highlighting the sector's significant contribution to industrial expansion [2] Group 2: Resilience in Industry - Industrial resilience is characterized by the ability to maintain stable operations and adapt quickly to external shocks, with the machine tool industry exemplifying this resilience [4] - The demand for high-end machine tools is increasing due to the rapid development of new industries such as new energy vehicles and aerospace, presenting both opportunities and challenges for domestic manufacturers [4] - Exports of machine tools from Jiangsu province reached 10.97 billion yuan, a year-on-year increase of 15.3%, driven by both leading and small enterprises [4][6] Group 3: Green Development - The green transformation of the industrial sector has made significant progress, with the production of new energy vehicles increasing by 29.7% and lithium-ion battery production rising by 46.9% [7] - The output of wind power generation units surged by 72.4%, while nuclear power generation units and solar cells also saw substantial growth, reflecting the acceleration of the energy structure's transition to clean and low-carbon sources [7] Group 4: Future Outlook - The conditions for stable growth in the industrial economy remain favorable, supported by the integration of technological and industrial innovation, which enhances autonomous innovation and industrial upgrading [8] - Recent policies focusing on green low-carbon development are expected to effectively promote qualitative improvements and reasonable quantitative growth in the industrial sector [8]