每经记者｜蔡鼎 每经编辑｜张海妮 截至2025年6月30日收盘，A股川军板块的总市值定格在2.88万亿元，较2024年末增长6.27%，延续了2023年以来的温和上行趋势，且跑赢同期主要股指。在 178家四川上市公司背后，一幅深刻的产业变迁与价值重估画卷正徐徐展开。 7月25日，由成都市政府与复旦大学共建的新型研发机构——成都市复旦西部国际金融研究院发布的《四川省上市公司发展报告》（以下简称《报告》）显 示，川股板块正加速告别昔日"一酒独大"的刻板印象，其市值结构、增长动能与企业生态均在发生系统性的质变。以工业、新一代信息技术为代表的"新引 擎"正强劲发力，一个更多元、更均衡、更高质量的川股新格局正逐渐被重构。 《报告》显示，近五年来，工业板块市值占比提升了10.26个百分点，可选消费和材料板块分别提升了4.67个百分点和4.17个百分点。这背后，是四川"制造 强省"战略在资本市场的清晰投射。工业板块总市值已达0.6万亿元，涵盖军工、环保装备、轨交等传统优势赛道，成为支撑川股基本盘的"硬核"力量。 市场的"K线图"也为这一结构变迁投出了赞成票。截至6月30日收盘，今年上半年涨幅居前的川股"黑马"，也多集中在新 ...

Group 1 - Guangdong Province will allocate 10,000 acres of land each year in 2023 and 2024 to support the orderly transfer of 15 key industries [1] - In 2024, 2,000 acres will be specifically set aside as rewards for five outstanding platforms, enhancing land support for manufacturing projects [1] - Investment projects exceeding 50 million yuan in advanced manufacturing will receive dedicated land allocation guarantees, with provincial support available if local needs cannot be met [1] Group 2 - Guangdong has implemented the "Opinions on High-Quality Construction of a Manufacturing Power" in 2023, focusing on five major actions and 22 key tasks to develop a robust industrial cluster system [1] - The province has established seven large industrial clusters in cities like Zhuhai, Shantou, and Foshan to facilitate major project implementation and industry cultivation [1] - Guangdong aims to build 106 provincial industrial parks to promote concentrated industrial development and support county-level industrial growth [1] Group 3 - Guangdong's industrial output value is projected to reach 19.4 trillion yuan in 2024, with an industrial value-added growth rate of 4.2%, maintaining its position as the top in the country [1] - The province's industrial profits exceeded 1 trillion yuan, also ranking first nationally, contributing over 50% to the provincial GDP [1] - From January to May this year, Guangdong's industrial value-added increased by 3.5% year-on-year, indicating stable growth [1] Group 4 - Guangdong's regional innovation capability has been ranked first in the country for eight consecutive years, with approximately 77,000 high-tech enterprises [2] - The province leads the nation in intellectual property development indices and has the highest number of effective invention patents and PCT international patent applications [2] - Guangdong is home to six national manufacturing innovation centers, placing it among the top in the country [2]

Group 1: Agricultural Strong Province - The construction of an agricultural strong province is a significant responsibility for Henan, which plays a crucial role in national food security and rural revitalization [2][3] - Henan's agricultural advantages include a grain output accounting for nearly 10% of the national total, with wheat production exceeding 25% [3] - The strategic focus includes stabilizing grain production capacity, enhancing farmland protection, and implementing policies to support grain production [4] Group 2: Manufacturing Strong Province - The urgency to build a manufacturing strong province in Henan is highlighted by the competitive landscape and the need for high-quality development [8][9] - Henan has a comprehensive industrial system with 41 major industrial categories, providing a solid foundation for manufacturing growth [9] - Key tasks include strengthening innovation, optimizing industrial structure, and enhancing the integration of traditional and emerging industries [10][11] Group 3: Digital and Intelligent Strong Province - The construction of a digital and intelligent strong province is essential for Henan's modernization, leveraging advancements in information technology [13][14] - Henan's digital economy is growing, with 15.1 million enterprises in the core digital industry, generating significant revenue [14] - The framework for building a digital strong province includes enhancing infrastructure, promoting core digital industries, and applying intelligent technologies across various sectors [15][16] Group 4: Transportation Strong Province - Building a transportation strong province is critical for Henan's modernization, with a focus on creating a comprehensive transportation network [19][20] - Henan's geographical advantages facilitate the development of logistics and transportation infrastructure, including a "米" shaped high-speed rail network [21] - Key tasks involve improving transportation infrastructure, promoting multimodal transport, and enhancing the green and low-carbon transition of the transportation sector [22][23] Group 5: Cultural and Tourism Strong Province - The development of a cultural and tourism strong province is a cultural mission for Henan, leveraging its rich historical resources [24][26] - Recent trends show a significant increase in tourism, with over 1 billion visitors and substantial revenue generated from the tourism sector [26] - Core strategies include optimizing high-quality tourism offerings, developing new tourism formats, and enhancing cultural branding [27][28]