人民财讯1月4日电，企查查APP显示，近日，宿迁市智能制造战新产业（300832）母基金(有限合伙)成 立，出资额15亿元，经营范围包含：创业投资(限投资未上市企业)；股权投资；以私募基金从事股权投 资、投资管理、资产管理等活动。企查查股权穿透显示，该企业由宿迁产业发展集团有限公司、洋河股 份（002304）等共同出资。 ...

12月19日，据山东发布，今天下午，山东省人民政府新闻办公室举行新闻发布会，邀请山东省国资委负 责同志等介绍山东省属国资国企深化改革，推动高质量发展。 山东"6997"现代化工业体系，指的是以冶金、石化等为代表的6大传统产业，以高端化工、汽车等为代 表的9大优势产业，以新一代信息技术、高端装备等为代表的9大新兴产业，以元宇宙、人工智能等为代 表的7大未来产业。目前，山东省属企业涵盖"6997"现代化工业体系中的19个领域、覆盖率达60%。 省国资委副主任秦春玲介绍，省属企业战新产业营收占比提升至25.1%、较去年提升6.2个百分点。强化 产业引领带动作用，省属工业企业中有452户分布在山东"6997"现代化工业体系。 据了解，截至11月底，山东省属企业资产总额达5.7万亿元；1-11月份，实现营业收入2.3万亿元、利润 总额868.6亿元，各项主要经营指标稳居全国前列。省属企业完成固定资产投资1650亿元、同比增长 20.7%。制定省属控股上市公司高质量发展专项行动方案，推动企业加强市值管理，年内新增控股上市 公司3家，上市公司总数提升至53户，上市公司总市值超1.2万亿元，其中3户市值超千亿。 ...

人民财讯12月18日电，航天电器（002025）12月18日在互动平台表示，公司重视太空算力、卫星互联网 等战新产业（300832）的发展，并积极与下游客户对接开发与之切合的新产品，满足下游客户需求。 ...

Core Insights - Dapeng New District has not included any enterprises in the latest list of specialized and innovative "little giant" companies, contrasting sharply with Shenzhen's 347 entries, highlighting a significant gap in industrial development [1][2]. Current Situation - Dapeng New District's industrial development shows some positive trends, with the "4+1" industrial cluster projected to reach 92.73 billion yuan in 2024, a year-on-year growth of 5.7%. However, GDP growth rates for 2023 and 2024 are 4.5% and 4.8%, respectively, both below Shenzhen's average of 6.0% and 5.8% [2]. - The district currently has only 6 "little giant" enterprises, primarily in the biomedicine sector, indicating a lag in cultivating specialized and innovative companies [2][3]. Challenges - Dapeng New District faces three main challenges in developing the Bagang area: 1. Weak initial infrastructure and high upfront costs due to its remote location and lack of essential services [5]. 2. Long internal cultivation cycles as the area focuses on high-tech industries like biomedicine, which require significant time and resources for development [5]. 3. Ecological constraints limit industrial density and development, as the area is designated for low-density, high-ecological projects [5]. Future Plans - Dapeng New District aims to transform the Bagang area into a platform for new strategic industries, focusing on marine economy, biomedicine, and low-altitude economy. The goal is to create a synergistic development system that integrates these sectors [7][8]. - Specific initiatives include establishing a marine economy hub, a medical tourism demonstration area, and a low-altitude and aerospace application base, all aimed at enhancing the region's industrial capabilities [8].

Group 1 - China National Offshore Oil Corporation (CNOOC) is actively promoting the spirit of the 20th Central Committee's Fourth Plenary Session, integrating it into the development of a world-class green chemical technology company [1] - The session emphasizes the importance of optimizing and upgrading traditional industries, which strengthens the confidence and clarity of goals for companies like Dayukou in their transformation journey [1] - Companies are focusing on efficient utilization of resources, such as phosphogypsum and fluorine resources, to create competitive advantages in fine phosphorus chemicals and new fluorine materials [1] Group 2 - The session calls for deepening state-owned enterprise reform to strengthen and optimize state-owned enterprises and capital [2] - Companies like Huake are committed to implementing the goals of strengthening and optimizing operations through meticulous management and energy consumption reduction [2] - The development of smart ports and logistics hubs is being prioritized, with a focus on integrating advanced technologies like 5G and artificial intelligence into port operations [2]

皖通高速 在"十四五"期间凭借"内生外延双向发力"战略实现稳健成长，核心路产稳收增利、资本运作 多点突破、市值管理成果斐然，更以连续28年不间断的高比例分红赢得市场广泛认可。近日， 皖通高 速 董事长汪小文接受中国证券报记者专访，深度复盘公司"十四五"期间在主业拓展、资本运作、市值 管理等领域的核心举措与亮眼成果，并详细解读"十五五"期间聚焦高质量发展的四大核心目标与三大板 块布局，清晰勾勒出公司顺应行业"数智化、绿色化、一体化"趋势，以科技信息化赋能主业、打造"高 速+"资本投资运营平台的新发展蓝图。 内生外延双向发力 谈及"十四五"期间公司取得的稳健发展成果，汪小文表示，核心在于公司精准把握行业发展趋势，坚 守"内生外延双向发力"的战略方向，牢牢抓住资产质量提升与主业规模拓展两大核心要素。在内生增长 方面，公司将现有路段改扩建作为提升核心资产价值的关键抓手，顺利完成宣广高速改扩建这一 长三 角一体化 重点项目。 "作为安徽省加快促进长三角一体化发展的高速公路重点改扩建项目，公司高度重视。"汪小文表示，通 过PPP模式锁定30年最高收费年限，2025年前三季度该路段及关联路段通行费收入已恢复至施工前同期 的 ...

Group 1: Bond Underwriting Market - CITIC Securities leads the bond underwriting market with a scale of 1.28 trillion yuan, capturing a market share of 6.28% [1] - China International Capital Corporation (CICC) ranks second with an underwriting scale of 1.09 trillion yuan and a market share of 5.37% [1] - The "Guotai Haitong" combination has entered the top three with an underwriting scale exceeding 1 trillion yuan, indicating an increase in industry concentration [1] Group 2: Investment Fund Establishment - Western Securities, in collaboration with Shaanxi State-owned Assets, has established a 2 billion yuan merger and acquisition investment fund focusing on strategic emerging industries [2] - This initiative aims to enhance Western Securities' investment banking capabilities and support regional economic revitalization [2] - The fund is expected to catalyze resource integration in high-end manufacturing and new materials sectors in Shaanxi [2] Group 3: Quantitative Private Equity Trends - Leading quantitative private equity firms are aggressively entering niche markets, particularly in the domestic GPU and innovation sectors [3] - There is a notable trend of launching products focused on technology innovation and AI, reflecting a pursuit of excess returns in volatile markets [3] - Some firms are also diversifying into dividend strategies, indicating a shift in risk preferences among quantitative investors [3] Group 4: Growth of Dividend-themed Funds - The issuance of dividend-themed funds has accelerated in the second half of the year, with the number of new products doubling compared to the first half [4] - A total of 37 new dividend-themed funds have been issued, raising a cumulative scale of 20.44 billion yuan, significantly higher than the previous period [4] - This trend suggests a growing market preference for stable returns, particularly in sectors with consistent dividend payouts [5]

Core Viewpoint - Sanyou Group is accelerating its "three transformations" strategy, with significant progress in key projects, including high-end electronic chemicals and fine chemicals, which are expected to contribute over 70% to the new industry segment upon full production [1] Group 1: Project Progress - The high-end electronic chemicals project has five electronic-grade products that have entered the trial production phase [1] - The fine chemicals phase one project is undergoing system linkage testing and is preparing for trial production [1] - The battery-grade sodium carbonate project is in trial production and is steadily optimizing system conditions [1] - The first phase of the seawater desalination and concentrated seawater project has completed civil construction and is currently installing equipment [1]

Core Insights - The establishment of Jiangsu's first AIC industry fund, "Wuxi Zhongying Xichuang Dingqi Fuyao New Industry Equity Investment Partnership (Limited Partnership)," aims to inject financial momentum into the development of new productive forces in the region [1] - The fund has a total scale of 1 billion yuan and focuses on low-altitude economy, commercial aerospace, and related sectors such as design, manufacturing, equipment, materials, and system integration [1] - This initiative represents a significant collaboration between government, banks, and enterprises, enhancing the connection between financial resources and local industrial needs [1] Summary by Sections - **Fund Establishment**: The fund was successfully registered in Wuxi, Jiangsu, on December 5, 2025, as a collaborative effort involving multiple financial institutions [1] - **Policy Context**: The fund's creation aligns with the recent expansion of the pilot program for financial asset investment companies in Jiangsu, which aims to boost local economic development [1] - **Investment Focus**: The fund will specifically target industries related to low-altitude economy and commercial aerospace, aiming to support the growth of high-quality enterprises in these sectors [1] - **Strategic Importance**: The fund is expected to facilitate investment attraction and nurture a robust industrial ecosystem in the region, thereby accelerating technology transfer and capacity expansion [1]

Core Viewpoint - Tangshan Sanyou Group is implementing a "three-turn" strategy focusing on transitioning to marine industries, green transformation, and high-quality development, aiming to evolve from a traditional chemical enterprise to a high-tech company [1] Group 1: Strategic Initiatives - The company has invested nearly 4 billion yuan in R&D since 2022, with an R&D intensity of 5.7% [1] - Sanyou Group is executing three major projects in high-end electronic chemicals, establishing six new companies under the Blue Ocean Technology initiative, with an expected new industry contribution of over 70% upon full production [1] Group 2: Key Projects - The high-end electronic chemicals project aims to address import bottlenecks and achieve domestic substitution [1] - The sodium battery project has established the first large-scale battery-grade sodium carbonate production line in China and the world's first industrial application of sodium energy storage equipment [1] - The concentrated seawater resource utilization project has pioneered efficient utilization technology for concentrated seawater, addressing global challenges in waste treatment after seawater desalination [1] Group 3: Product Innovation - The company is focusing on product innovation to capture high-end markets, developing over 40 high-value, high-tech products including silicon-based, magnesium-based, bromine series, and chlorine series [1] - 15 technical products, including sustainable viscose short fibers, have reached advanced levels both domestically and internationally, with new product output accounting for over 30% and high-end product output for over 45% [1]