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《清华金融评论》封面专题:“十四五”回顾与“十五五”前瞻
清华金融评论· 2025-07-09 09:26
Core Viewpoint - The article discusses the achievements of the "14th Five-Year Plan" and anticipates the strategic opportunities and challenges of the "15th Five-Year Plan," emphasizing the importance of high-quality development and the need for coordinated policies to achieve economic and social progress [3][5][23]. Economic Growth - During the "14th Five-Year Plan," China's GDP consistently surpassed 110 trillion, 120 trillion, and 130 trillion yuan, with an expected reach of approximately 140 trillion yuan by 2025. The average economic growth rate over the first four years was 5.5%, contributing about 30% to global economic growth [3][4][16][12]. Domestic Demand - Domestic demand has become the main driver of economic growth, with an average contribution rate of 86.4% from 2021 to 2024. Final consumption's contribution to economic growth averaged 56.2%, an increase of 8.6 percentage points compared to the "13th Five-Year Plan" [3][4][16]. Innovation and Technology - The "14th Five-Year Plan" prioritized innovation, with R&D investment reaching a new high, increasing nearly 50% compared to the end of the "13th Five-Year Plan." The R&D intensity rose to 2.68%, approaching the OECD average [17]. Social Welfare - The economic and technological advancements have translated into improved public welfare, with significant enhancements in education, healthcare, and social security systems. The coverage rates for basic pension and medical insurance exceeded 95% [18]. Governance and Reform - The article highlights improvements in governance efficiency, with a better business environment and increased organizational capacity. The number of private enterprises grew by over 40% compared to the end of the "13th Five-Year Plan" [19]. Green Development - The concept of green development has gained traction, with significant achievements in afforestation, pollution control, and clean energy utilization. The forest coverage rate increased to over 25%, and the proportion of clean energy in electricity generation is expected to rise [20]. Safety and Security - The article emphasizes the strengthening of food, energy, and national security during the "14th Five-Year Plan," with the establishment of over 10 billion mu of high-standard farmland and the largest power infrastructure system globally [21]. Global Responsibility - China has taken active steps in global green development and international cooperation, contributing to the "Belt and Road" initiative and reducing carbon emissions significantly [22].
★深化国家级经开区改革创新16条发布 支持国家级经开区开发建设主体上市融资
◎记者陈芳 商务部会同有关方面制定的《深化国家级经济技术开发区改革创新以高水平开放引领高质量发展工作方 案》(以下简称《工作方案》)日前发布,以16条举措从发展新质生产力、提升开放型经济水平、深化 管理制度改革等方面进一步推动国家级经开区高质量发展。 在产业方面,《工作方案》支持国家级经开区创建未来产业孵化器和先导区,加强未来产业计量体系和 能力建设,超前布局未来产业。支持国家级经开区引进、培育具备行业引领力的工业互联网平台、智能 制造系统解决方案供应商,系统化、图谱化、标准化推动制造业企业数字化转型升级,培育壮大数据产 业。 "在国际经贸环境变化的背景下,产业创新单靠某一家企业或者少数几家企业效率较低,国家级开发区 可以利用多个区内企业集群式发展的优势,形成更加有韧性的产业链,通过上下游企业配合增加稳定 性。"周密表示。 在开放方面,《工作方案》支持国家级经开区集成电路、生物医药、高端装备制造等领域的外商投资项 目优先纳入重大和重点外资项目清单。支持国家级经开区建设内外贸融合发展产业集群。支持在有条件 的国家级经开区建设大宗商品交易中心、全球集散分拨中心、国际物流枢纽中心。 在要素保障方面,《工作方案》提出 ...
龙虎榜复盘 | 军工迎来“机构+游资”大面积买入,机构还释放积极进攻信号
Xuan Gu Bao· 2025-06-30 09:42
龙虎榜机构热股 今天机构龙虎榜上榜34只个股,净买入25只,净卖出9只。当日机构买入最多的个股前三位是:成飞集成(2.5亿)、雄帝科技(1.38亿)、晨曦航空(1.15 亿)。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | | | --- | --- | --- | --- | | 成飞集成 002190.SZ | +10.00% | 3/0 | +2 | | 雄帝科技 300546.SZ | +10.17% | 3/0 | +1 | | promoted and active and concession and any and any and | | | | 成飞集成 龙虎榜显示,3家机构净买入2.5亿。 晨曦航空 个股龙虎榜 二、RWA 近日,为推动真实世界资产(RWA)的数字化、资本化发展,中国移动通信联合会区块链与数据要素专业委员会现面向全国征集"RWA生态合作伙伴"。 华西证券表示,近年来,全球多个国家纷纷启动RWA相关项目,推动传统金融资产上链化。无论是美国的国债代币化、欧洲的房地产项目,还是中国在农 产品与电力资产的探索,RWA正成为数字经济与实体经济融合的重要方向。 据互动平台披露,公司 ...
华为发布星河AI网络解决方案 启动"星云计划"共筑AI时代园区网络新基建
Jing Ji Guan Cha Bao· 2025-06-30 04:56
Core Insights - Huawei launched the "Galaxy AI High-Quality 10G Campus Network Solution" and the "Cloud Plan 2025" at the summit, aiming to drive digital transformation across various industries through technological innovation and ecosystem collaboration [2] Technological Breakthroughs - The Galaxy AI Network Solution integrates AI technology into network devices and operations, creating a "smart + quality" dual-driven architecture [3] - The introduction of Wi-Fi sensing technology enables a 30% energy saving in hotel and building scenarios while evolving networks from simple connectivity to environmental awareness [3] - The exclusive Wi-Fi Shield technology establishes a zero-data-leakage protection system, providing proactive security for government and enterprise clients [3] Ecosystem Collaboration - Huawei announced a comprehensive resource investment to support partners, including a joint marketing fund of 300 million, the establishment of over 40 industry model points, and the training of 7,000 certified engineers [4] - The company aims to share 3.6 billion opportunities in the data communication industry, providing intelligent toolchains for project lifecycle management to help partners efficiently tap into the 10 billion campus market [4] Practical Applications - In the smart tourism sector, the Shenzhen Xiaomeisha Resort collaborated with Huawei to create a comprehensive smart tourism model, achieving zero-interruption coverage through differentiated wireless AP deployment [5] - In education, Shenzhen Vocational and Technical University implemented a full-scenario Wi-Fi 7 network, enhancing fault root cause identification efficiency by 80% through AI operations [5] - The healthcare sector saw Shenzhen Traditional Chinese and Western Medicine Hospital extend Wi-Fi 7 to smart wards and remote diagnosis, ensuring seamless mobile ward rounds [5] - In logistics, Today International utilized Huawei's network solutions to automate warehouse network deployment, improving operational efficiency by 50% [5] Strategic Upgrade - Huawei emphasized the need for campus networks to meet new demands for ultra-fast connectivity, proactive security, and intelligent operations in the AI era [6] - The launch of the future campus reference architecture focuses on user experience, security protection, application assurance, and intelligent operations, aiming to reshape network value through technological innovation [7] - Huawei's ongoing technological investments and ecosystem collaboration are designed to inject growth momentum into its commercial market while promoting deep integration of AI technology with the real economy [7]
再获官方肯定,通信央企着手布局RWA,较传统数字货币有现实资产背书
Xuan Gu Bao· 2025-06-26 23:20
Industry Overview - The China Mobile Communications Association's Blockchain and Data Elements Professional Committee is seeking "RWA ecosystem partners" to promote the digitalization and capitalization of Real World Assets (RWA) [1] - The initiative includes the establishment of 20 units to form the "RWA Joint Laboratory," focusing on data resource integration, technology research and development, and funding support [1] - RWA is gaining traction globally, with various countries initiating projects to tokenize traditional financial assets, such as U.S. Treasury tokenization and European real estate projects [1] Company Insights - Yuxin Technology has over 10 years of experience in payment clearing and banking assets, indicating its capability in the RWA space [3] - Shenzhou Information possesses relevant technical capabilities related to RWA [4]
第六届西部数字经济博览会闭幕
Xi An Ri Bao· 2025-06-23 03:13
除丰富的展会外,举办的11场主题活动同样亮点纷呈,包括6场政企对接活动、4场企业主题活动与 1场数据价值挖掘与流通交易主题培训活动。其中,2025数字经济中外合作(西安)对接活动、"i西 安"建设成果发布会等主题活动备受关注,与会嘉宾通过圆桌对话、主题演讲等形式,深入探讨了数字 技术与实体经济融合发展的机遇与挑战,为数字经济发展提供了宝贵的智力支持和创新思路。 6月21日,为期3天的第六届西部数字经济博览会在西安国际会展中心圆满落幕。本届西部数博会 以"数聚西安 智造未来"为主题,吸引了来自印度尼西亚、塞浦路斯、吉尔吉斯斯坦、泰国、新加坡等 国家代表团,以及全国20余个城市的政府代表、专家学者、企业领袖和行业从业者参展参会。博览会线 上线下累计吸引超过10万人次观看,共有27个重点项目成功签约,全面展示了数字技术与实体经济深度 融合的丰硕成果。 本届西部数博会展览面积达1万平方米,精心设置了"网、云、算、数、安"新型基础设施、数字政 府、智慧交通、软硬一体化智能终端以及人工智能大数据产业与国际合作六大展区,吸引了包括数字西 安集团、华为、阿里、中软国际、西影集团等143家国内外知名企业参展。 博览会期间,十堰 ...
广州花都经开区升格后首开投资大会,锚定数字经济新赛道
Nan Fang Du Shi Bao· 2025-06-19 11:43
Core Insights - Huawei's deep collaboration with Huadu District is based on a consensus regarding "new industrialization" and "AI+" [2] - The Huadu Economic and Technological Development Zone is set to become a national-level zone in 2024, focusing on digital economy innovation [4] Group 1: Investment and Development - The investment conference highlighted Huadu's industrial carriers and business environment, showcasing ten major investment projects since 2021 and signing 48 key projects [4][5] - Huadu aims to create a "strategic model" for the integration of digital and real economies in the Guangdong-Hong Kong-Macao Greater Bay Area [4] Group 2: Industry Focus - The automotive industry is a key focus, with projects from Dongfeng Nissan, ZF Group, Valeo, and Didi contributing to Huadu's development as a comprehensive automotive hub in South China [5] - The digital economy is emphasized as a priority area for development, with projects spanning various sectors including new energy, biomedicine, and fashion [5] Group 3: Academic and Research Collaboration - Experts and academicians are optimistic about Huadu's digital economy, with plans to establish a research institute in collaboration with Xi'an Jiaotong University [6][7] - The establishment of a green hydrogen research institute and application demonstration base is also in progress, aiming to integrate digital economy with green energy [7] Group 4: Digital Economy Initiatives - Huadu has initiated a digital service platform in collaboration with Huawei, becoming the first city-level industrial AI center in the country [8] - The platform has launched 35 AI and SaaS applications, with over 300 registered companies and an expectation to exceed 5,000 registered companies this year [9]
以城市更新吸引并留住青年
Core Insights - Urban renewal is a comprehensive activity aimed at transforming the physical layout, functional systems, and industrial structures of cities, which is essential for promoting high-quality urban development and meeting the needs of citizens [1] - The comfort and livability of urban environments are increasingly influencing young people's decisions to settle in cities, with smaller cities showing strong appeal due to favorable living conditions and talent-friendly policies [2][3] - Emotional connections within urban settings play a crucial role in shaping cultural identity and community engagement, enhancing social cohesion and attracting young talent [5][6] Group 1: Urban Renewal and Youth Attraction - Urban renewal enhances the livability and comfort of cities through spatial restructuring and functional re-creation, which boosts the efficiency of human capital accumulation [2] - The "57 Cities Comfort Index 2024" indicates that cities in the Yangtze River Delta excel in living environment assessments, attracting young talent through controlled living costs and improved transportation [2] - The trend of "reverse centralization" is evident as the proportion of college graduates settling in lower-tier cities has increased from 2019 to 2023, reflecting a shift in focus from traditional major cities [2] Group 2: New Industry Ecosystem and Youth Roles - Urban renewal leads to the emergence of new industrial ecosystems, transforming old factories into art parks and traditional malls into smart commercial spaces, thus providing new opportunities for youth [4] - The evolution of these ecosystems creates new job roles such as operation engineers and customized travel photographers, which require both specialized and collaborative skills [4] - Young people are transitioning from mere participants in industries to co-builders of ecosystems, leveraging their digital-native advantages to adapt to the demands of the digital economy [4] Group 3: Emotional Connections and Cultural Identity - Emotional connections are fundamental to urban renewal, enhancing community participation, cultural preservation, and social harmony [5] - The preservation of spaces that embody collective memory fosters a sense of belonging among both new and existing residents, contributing to social cohesion [6] - Future urban renewal efforts should prioritize emotional dimensions to provide psychological support and identity recognition for youth, creating modern urban communities [6]
荣裕合新型电商:创新模式赋能实体的突围路径
Sou Hu Cai Jing· 2025-06-14 08:55
在数字经济浪潮席卷全球、消费市场深度变革与实体经济迫切转型升级的时代背景下,传统商业模式已 难以满足市场需求。荣裕合敏锐捕捉到这一趋势,作为传统电商与数智经济深度融合的中国新经济形态 之一,其创新电商模式通过用户、品牌、平台等主体间的全新价值互动,激活私域流量价值,打破传统 商业的空间与时间限制,在全球范围内实现供需两端的有效价值对接,推动优质产品 "出名""出圈""出 海",进而赋能中国农村产业转型升级、优化农业产业结构,为乡村全面振兴注入新动能。与此同时, 荣裕合通过新型电商模式重构消费链路,让用户在消费过程中实现成本优化与体验升级,通过技术赋能 与模式创新,让消费者以更低成本、更优体验获得所需产品,消除传统消费中的价格痛点、决策焦虑与 体验短板。 一、构建需求洞察与智能生产联动机制,实现供需精准匹配下的 "成本可控消费" 在传统消费场景中,生产与消费之间的信息壁垒和时间差常导致企业生产与市场需求脱节,形成库存积 压与消费痛点并存的困境。荣裕合新型电商平台以 AI 算法与大数据分析为核心,搭建 "需求洞察 - 数 据建模 - 智能决策" 全流程体系:实时抓取电商平台、社交媒体、线下门店等多渠道消费数据,通 ...
郭永航走访调研广州电信和广州联通
Guang Zhou Ri Bao· 2025-06-11 01:31
全力打造高质量发展强劲动力源 为深入学习贯彻习近平总书记对广东系列重要讲话和重要指示精神,落实省委、省政府工作要求,做好 对口联系服务企业工作,6月10日,广州市委书记郭永航到中国电信股份有限公司广州分公司、中国联 合网络通信有限公司广州市分公司走访调研,认真听取企业在穗经营发展情况及意见建议,就进一步深 化合作进行深入交流。 携手推动数字经济与实体经济深度融合 郭永航代表市委、市政府对中国电信、中国联通及其省、市分公司为广州经济社会发展作出的积极贡献 表示感谢。他说,当前,广州正全面贯彻习近平总书记、党中央决策部署,坚定扛起经济大市挑大梁政 治责任,全力以赴拼经济、保安全,办全运、提品质,深入实施"广州数智创新计划",大力推进数字产 业化、产业数字化,加快建设"12218"现代化产业体系,发展壮大新质生产力。广州一直以来与中国电 信、中国联通密切合作,在携手推进信息化数字化建设方面取得积极成效,为城企深化高水平合作奠定 了坚实基础。希望中国电信、中国联通继续发挥央企和行业龙头示范作用,深入对接广州城市发展战略 和产业规划,持续深耕广州、加注广州,加强人工智能、低空经济、量子科技等领域技术攻关和产业合 作,推 ...