格隆汇12月15日｜据重庆日报，重庆市经济信息委印发《重庆市支持未来产业培育发展若干措施(征求 意见稿)》征求社会意见。《措施》称，将从平台建设、人才引育、资金奖补等方面出台15条"政策干 货"发展未来产业，奖补资金最高5000万元。按照规划，当前我市正在推动发展"6+3"未来产业，包括空 天信息、生物制造、前沿新材料、氢能核能及新型储能、人工智能、低空经济6个高成长未来产业，以 及脑机接口及脑科学、光子与量子技术、沉浸技术3个高潜力未来产业。 ...

（文章来源：第一财经） 据重庆日报，12月15日，重庆市经济信息委印发《重庆市支持未来产业培育发展若干措施（征求意见 稿）》（下称《措施》）征求社会意见。《措施》称，将从平台建设、人才引育、资金奖补等方面出台 15条"政策干货"发展未来产业，奖补资金最高5000万元。按照规划，当前我市正在推动发展"6+3"未来 产业，包括空天信息、生物制造、前沿新材料、氢能核能及新型储能、人工智能、低空经济6个高成长 未来产业，以及脑机接口及脑科学、光子与量子技术、沉浸技术3个高潜力未来产业。 ...

Core Insights - Shenzhen's first high-end electronic chemical products industrial park, the Shenshan High-end Electronic Chemical Products Industrial Park, has accelerated its construction with multiple projects launched and signed within a short period [1][2] Group 1: Project Launch and Investment - Four industrial projects and three public auxiliary projects officially commenced construction on November 3, with two additional supporting projects entering the park simultaneously [1] - The industrial projects focus on strategic emerging industries, including high-end manufacturing and semiconductor new materials [1] - The polyimide new materials industrial park project, invested by Shenzhen Ruihua Tai Applied Materials Technology Co., has a total investment of 1 billion yuan, expected to be completed by August 2027 [1] Group 2: Industry Focus and Planning - The Shenshan High-end Electronic Chemical Products Industrial Park's overall plan emphasizes a "5+3+X" industrial system, targeting five categories of semiconductor materials and three categories of high-end chemical new materials [1][2] - The park aims to develop key products such as photoresists, electronic special gases, and wet electronic chemicals, while also planning for advanced new materials [1] Group 3: Future Events and Conferences - The 2025 Shenzhen Shenshan Special Cooperation Zone Industry Investment Promotion Conference will feature four electronic chemical industry projects signing agreements to settle in the park, covering areas like wet electronic chemicals and polishing liquids [1] - The conference will include discussions on the current status and trends of electronic chemicals, challenges and opportunities in wet electronic chemical manufacturing, and advancements in electronic gas technologies [5][6]

Market Overview - The three major indices opened higher, with the Shanghai Composite Index at 3990.27 points, up 0.05%, the Shenzhen Component Index at 13484.01 points, up 0.40%, and the ChiNext Index at 3263.98 points, up 1.07% [1] Policy and Economic Development - The Central Committee of the Communist Party of China published suggestions for the 15th Five-Year Plan, emphasizing the cultivation of emerging industries and strategic sectors such as new energy, new materials, aerospace, and quantum technology [1] - The People's Bank of China reported on financial work, highlighting the need to prevent systemic financial risks and to strengthen the capital market [1] Industry Performance - The 11th batch of national drug centralized procurement included 55 commonly used drugs across various fields, indicating ongoing efforts in healthcare cost management [2] - Ganfeng Lithium reported a 364% year-on-year increase in net profit for Q3, driven by expanded sales [2] - Zhonghang Chengfei announced a net profit of 1.256 billion yuan for Q3, up 169.53% year-on-year [2] - Zhaoyi Innovation reported a net profit of 508 million yuan for Q3, a 61.13% increase year-on-year [2] - Huasheng Tiancai's Q3 net profit surged by 563.58% to 219 million yuan [2] - China Film's Q3 net profit reached 177 million yuan, up 1,463.17% year-on-year [2] - Shengyi Technology reported a net profit of 1.115 billion yuan for the first three quarters, a 498% increase [2] - Sungrow Power reported a net profit of 4.147 billion yuan for the first three quarters, up 57.04% year-on-year [2] - Huitian Technology announced a net profit of 2.718 billion yuan for the first three quarters, a 47.03% increase, benefiting from structural demand in AI [2] Corporate Developments - Lianqi Technology announced that its shareholders' combined stake fell below 5% [3] - Delong Huineng announced a change in its controlling shareholder and actual controller, leading to stock resumption [3] - Dahua Intelligent stated that it currently has no business related to quantum technology [4] International Market Trends - The U.S. Senate rejected a temporary funding bill, leading to a continued government shutdown [5] - U.S. stock indices collectively rose, with the Nasdaq up 0.8%, Dow Jones up 0.34%, and S&P 500 up 0.23% [5] - Nvidia's stock rose approximately 5%, nearing a market capitalization of $5 trillion [5] Technological Advancements - Eli Lilly announced the deployment of the world's largest and most powerful AI pharmaceutical factory, utilizing Nvidia's DGX supercluster [6] - Nvidia plans to ship 20 million Blackwell and Rubin GPUs, expecting a business scale of $500 billion over the next six quarters [7] - OpenAI reported a total investment of approximately $1.4 trillion for AI infrastructure construction [8] - Microsoft and OpenAI signed a new agreement to support OpenAI's capital restructuring, with Microsoft acquiring about 27% equity in OpenAI [8] - The U.S. Department of Energy announced collaborations with Nvidia and Oracle to build seven new AI supercomputers [9]

Core Insights - Guangzhou has officially released the "Implementation Opinions on Accelerating the Cultivation and Development of Future Industries," focusing on six key areas: intelligent unmanned systems, embodied intelligence, cell and gene technology, future networks and quantum technology, advanced new materials, and deep-sea and deep-space industries [1] Group 1: Key Areas of Focus - The six core industries are positioned as the "main battlefield," leveraging Guangzhou's industrial foundation and advantages to create a dynamic development system [1] - In the intelligent unmanned systems sector, Guangzhou aims to build a comprehensive intelligent unmanned system targeting future mobility and unmanned factories, supported by leading companies like EHang and Pony.ai [1] - The embodied intelligence sector will focus on the Pazhou AI cluster, enhancing core technology and key component development, with applications in intelligent manufacturing and health services [1] - In the cell and gene technology field, Guangzhou will utilize platforms like the Human Cell Lineage Research Facility to advance clinical applications of gene therapy and targeted delivery [1] - The future networks and quantum technology sector will concentrate on 6G integration and quantum communication, developing five major application scenarios [1] - The advanced new materials sector will leverage the National Emerging Industry Innovation Center and a tier of 17 listed companies to gain competitive advantages in advanced manufacturing and renewable energy [1] - The deep-sea and deep-space sector will promote commercialization through key projects like the "Dream" deep-sea drilling vessel and commercial rockets [1] Group 2: Development Mechanisms - Guangzhou has established a "technology foresight—dynamic assessment—track incubation" mechanism to continuously monitor potential directions such as brain science and green hydrogen [2]

Group 1 - The US President Trump plans to visit China early next year, emphasizing the importance of high-level diplomatic communication in US-China relations [2] - The Chinese Ministry of Commerce held a video conference with EU officials to discuss key trade issues, including export controls and the EU's anti-subsidy measures against Chinese electric vehicles [2] - The Chinese government is enhancing its export control system in response to international obligations, while urging the Netherlands to resolve semiconductor-related issues to maintain global supply chain stability [2] Group 2 - The precious metals market experienced a significant decline, with spot gold dropping as much as 6.3% to approximately $4080 per ounce, marking the largest single-day drop in over 12 years [3] - Spot silver fell by 8.7% to $47.89 per ounce, the worst single-day performance since February 2021, driven by reduced safe-haven demand and a stronger dollar [3] - COMEX gold and silver futures also saw substantial declines, with gold futures down 5.07% to $4138.5 per ounce and silver futures down 6.27% to $48.16 per ounce [3] Group 3 - The Ministry of Commerce held a roundtable meeting with over 170 foreign enterprises, emphasizing China's commitment to maintaining global supply chain stability through responsible export control measures [4] - Domestic tourism in China saw significant growth, with 4.998 billion trips taken in the first three quarters, an increase of 18% year-on-year, and total spending reaching 4.85 trillion yuan, up 11.5% [4] - The People's Bank of China plans to accelerate legislation in key and emerging areas to enhance the financial legal system and support high-quality financial development [4] Group 4 - The A-share market saw a strong upward trend, with the Shanghai Composite Index rising 1.36% to 3916.33 points, driven by interest in technology stocks and consumer themes [5] - The Hong Kong Hang Seng Index closed up 0.65% at 26027.55 points, with significant gains in major financial stocks [5] - A total of 843 A-share companies announced mid-term dividend plans, with a total dividend amount of 662.03 billion yuan, indicating a trend of high amounts and frequency of dividends [6] Group 5 - A report predicts that Wuliangye's third-quarter revenue may decline by 30% year-on-year, with net profit expected to drop by 45% [7] - Changxin Storage, a leading Chinese memory chip manufacturer, plans to launch an IPO on the Shanghai Stock Exchange, targeting a valuation of 300 billion yuan [7] - Pop Mart anticipates a 245%-250% year-on-year increase in overall revenue for the third quarter, with significant growth in both domestic and overseas markets [7] Group 6 - China Telecom reported a third-quarter net profit of 7.756 billion yuan, a year-on-year increase of 3.6% [9] - Wens Foodstuff Group's third-quarter net profit fell by 65.02%, with a proposed dividend of 3 yuan per share [9] - China Giant Glass reported a 54.06% year-on-year increase in net profit for the third quarter [9] Group 7 - The National Medical Products Administration plans to enhance the legal standards for medical devices and accelerate the approval process for innovative products [10] - The total asset management scale of the trust industry in China is expected to reach 32.43 trillion yuan by June 2025, marking a 20.11% year-on-year growth [10] - Guangzhou has announced plans to develop six core future industries, including intelligent systems and quantum technology [10] Group 8 - The US stock market showed mixed results, with the Dow Jones rising 0.47% while the Nasdaq fell 0.16% [17] - Japan's Nikkei 225 index closed above 49000 points for the first time, reflecting investor optimism regarding the new prime minister's fiscal policies [17] - European stock indices experienced slight gains, supported by strong performances in the technology and luxury goods sectors [17]

Core Viewpoint - Guangzhou aims to accelerate the development of future industries by establishing a comprehensive framework and action plan to enhance innovation and market application in key sectors [1][2]. Group 1: Future Industry Development Plans - The city plans to build 10 high-energy innovation platforms, 50 concept verification centers, and 100 first-use application scenarios [1][2]. - Guangzhou will focus on six major directions: intelligent unmanned systems, embodied intelligence, cell and gene technology, future networks and quantum technology, advanced new materials, and deep-sea and deep-space technologies [1][2]. Group 2: Current Industry Landscape - Over 2,000 related enterprises and more than 180 research institutions are currently gathered in Guangzhou, with over 40 national-level innovation platforms [2]. - The city has 24 global unicorn companies, ranking fourth in the country, and the number of high-tech enterprises has surpassed 7,000, reflecting a 7.3% increase from the previous year [2]. Group 3: Financial and Support Mechanisms - Guangzhou will optimize and integrate its technology innovation fund to support early-stage, small, long-term, and hard technology investments [3]. - A multi-level, comprehensive technology financial service system is being established to guide financial resources towards future industry development [3].

Core Viewpoint - Guangzhou aims to accelerate the development of future industries by establishing a comprehensive framework and action plan to enhance innovation and market application in key sectors [1][4]. Group 1: Future Industry Development Plans - The city plans to build 10 high-energy innovation platforms, 50 concept verification centers, and 100 first-use application scenarios to create a "market testing ground" for future industries [1][4]. - Guangzhou will focus on six core directions: intelligent unmanned systems, embodied intelligence, cell and gene technology, future networks and quantum technology, advanced new materials, and deep-sea and deep-space exploration [1][2]. Group 2: Industry Ecosystem and Support Mechanisms - The city has over 2,000 related enterprises, more than 180 research institutions, and over 40 national-level innovation platforms, indicating a robust ecosystem for future industries [2]. - A gradient cultivation system for technology enterprises is being developed, with 24 global unicorns and over 7,000 high-tech enterprises, reflecting a 7.3% year-on-year growth [2]. Group 3: Financial and Market Support - Guangzhou is optimizing its technology innovation fund to support early-stage, small, long-term, and hard technology investments, alongside implementing technology insurance policies for startups and R&D [4]. - The financial system is constructing a multi-level, comprehensive technology finance service system to empower future industry development [5].

Core Viewpoint - The company Yizhiming (300415) is actively engaged in delivering equipment to the Research Institute of Advanced Materials for the development and verification of cutting-edge new materials, focusing on precision components with high lightweight requirements [1] Group 1 - The equipment delivered by the company is primarily used for process development and verification in advanced new materials [1] - The applications of the delivered equipment are broad, particularly in sectors that demand high lightweight standards [1] - Specific product details related to the equipment are confidential due to customer privacy [1]

Core Viewpoint - Guangzhou is accelerating the development of future industries through the implementation of a comprehensive plan that focuses on six key sectors and aims to establish a robust innovation ecosystem by 2035 [1][2][3]. Group 1: Future Industry Development Goals - By 2029, Guangzhou plans to establish over 5 future industry pilot zones, 10 high-energy innovation platforms, 50 concept verification centers, and 100 application scenarios, while nurturing 1,000 leading future industry enterprises [2]. - By 2035, the city aims to have a complete innovation chain for future industries, producing benchmark products and services, and creating several internationally influential industry clusters [2]. Group 2: Key Actions and Initiatives - The implementation plan outlines eight main tasks, including actions for technology sourcing, infrastructure support, accelerated results transformation, enterprise cultivation, innovation scene traction, technology finance empowerment, talent gathering, and collaborative actions [3]. - Specific initiatives include the promotion of the "Human Protein Atlas" international scientific program, the establishment of a national data trading platform, and the development of a "Guangzhou model" for results transformation [3][4]. Group 3: Financial Support and Investment Strategies - Guangzhou will establish a technology innovation fund with a scale of 10 billion, focusing on early-stage, small, long-term, and hard technology investments [4]. - The city will explore a "mother fund + equity + direct investment" mechanism and enhance the operational efficiency of risk compensation funds to support future industry investments [4].