知识产权转化运用与服务体系的持续升级为培育新质生产力注入"源头活水"。今年以来，湖南省深入推 进知识产权强链增效行动和重点产业知识产权运营中心建设，帮助企业利用知识产权融资超20亿元。长 沙市两个专利转化运用案例入选国家知识产权局专利转化运用优秀案例，益阳强化校企合作纽带，推动 产学研用深度融合。湖南省还加强服务能力建设，完成该省首次高级知识产权师专场职称评审，并对94 个重点商标实施常态化监测护航，企业创新权益保障水平全面提升，知识产权供给正加速转化为新质生 产力核心动能。(吴迪) 在知识产权国际化布局方面，湖南省深入实施重大科技创新知识产权保护与海外知识产权风险排查专项 行动，加大涉外知识产权保护力度。2025年上半年，湖南PCT(专利合作协定)国际专利申请受理量达299 件，同比增长37.79%，增速高于全国平均水平，创新主体"走出去"的势头强劲。区域分布上，长沙市以 195件申请量占据湖南省总量65.22%，位居首位，湘潭市(36件)、株洲市(19件)居第二、三位，凸显长株 潭核心引擎地位。 战略性新兴产业成为高价值专利的核心贡献者。截至2025年6月底，湖南省高价值发明专利拥有量达 5.17万件，同 ...

Group 1 - The core concept of resident financial personality is the stable tendency of individuals as micro-financial entities in their financial behaviors, influenced by factors such as age, income level, and education [1] - Optimizing resident financial personality is crucial for enhancing adaptability in financial activities and promoting the internal formation of patient capital, which is characterized by a long-term investment return focus and resilience to investment risks and short-term market fluctuations [1] - Patient capital is essential for fostering technological innovation, supporting strategic emerging industries, upgrading traditional industries, and improving infrastructure investment, thereby enhancing national competitiveness [2][3][4] Group 2 - Patient capital plays a significant role in improving financial structure and competitiveness by providing long-term investment that traditional banking systems may not adequately support [5] - Investment in education and healthcare by patient capital can enhance human capital competitiveness, which is foundational for national competitiveness [6][7] - The support of patient capital in national defense technology research and equipment upgrades is vital for strengthening national defense competitiveness [8] Group 3 - Optimizing resident financial personality aids investors in pursuing long-term value returns and reduces the influence of market noise on investment decisions [9] - It also helps investors endure the risks associated with innovation and make independent investment decisions based on their financial knowledge and experience [10] - Furthermore, an optimized financial personality allows investors to better tolerate short-term market value fluctuations, fostering a long-term investment mindset [11] Group 4 - There are challenges in optimizing resident financial personality, including mismatches in time preference and risk perception among investors [12][13] - Deficiencies in financial literacy among investors can lead to poor investment decisions and increased susceptibility to market volatility [14] - Existing incentive distortions in financial markets can reinforce short-term profit-seeking behaviors, complicating the cultivation of patient capital [15] Group 5 - Strategies for optimizing resident financial personality include enhancing financial literacy through education and community training programs [15][16] - Financial institutions should innovate financial products and services tailored to different age groups and educational backgrounds to better serve clients [16] - Technological advancements can facilitate the optimization of financial personality by providing tools for risk assessment and investment management [17][18] - Institutional adjustments, such as improving the design of financial support systems and extending performance evaluation periods for fund managers, can further promote the growth of patient capital [19]

对于近期A股的表现，中信证券认为，本轮行情持续至今，主要的发起者和推动者中高净值人群及企业 客户的参与度明显更高。上海证券交易所数据显示，2025年7月A股新开户196.36万户，同比增长71%， 环比增长19%，但依然显著低于去年10月和2015年的极端情况。新增开户数或难以准确刻画本轮行情中 的散户入市行为。 上证指数日K线图 张大伟 制图 ■机构展望 沪指站上3800点 A股有望形成良性资金循环 机构认为，市场将从更关注短期动量，向中期视角、投资性价比回归。在基本面积极因素进一步累积、 主线板块线索更加清晰后，本轮行情才能走得"更远、更高、更好" ◎记者 汪友若 上周，A股市场持续走强，沪指站上3800点，成交额连续8个交易日突破2万亿元，资金风险偏好持续回 升。 机构普遍认为，驱动指数上行的核心是增量流动性。同时投资者应该意识到，制造业景气度回升、企业 盈利迎来改善拐点是驱动资金流向股市的重要背景。本轮行情从起步到加速，其核心线索均围绕产业趋 势和公司业绩。 展望后市，机构普遍认为，新旧资金接力，A股有望形成"股市慢涨—信心增强—资金流入"的良性循 环。 高净值人群或是主要增量 中信证券渠道调研显示， ...

Economic Indicators - The China Strategic Emerging Industries Purchasing Managers Index (EPMI) for August is 47.8, an increase of 1 percentage point from the previous month, indicating a marginal improvement in economic sentiment[4] - The production price index (PPI) is expected to decline by approximately 0.3% month-on-month and 3.1% year-on-year in August, reflecting weak overall factory prices despite a significant year-on-year improvement due to lower technical levels last year[6] Financial Data - From January to July, the real sector received approximately 19 trillion yuan in funding, an increase of 2.7 trillion yuan year-on-year, primarily driven by fiscal fund disbursements[10] - New deposits from residents amounted to 9.7 trillion yuan, with a year-on-year increase of 720 billion yuan, indicating a shift towards more liquid deposits[10] Market Trends - In the wake of new housing policies in Beijing, the year-on-year decline in commodity housing sales has narrowed, with second-hand housing sales showing a positive year-on-year growth[17] - Several small and medium-sized banks have lowered deposit rates, with rates for various terms adjusted down by 10 to 20 basis points[14] Risks - Ongoing U.S.-China trade tensions, tariff increases, and global supply chain adjustments pose risks of export volatility and declining corporate profits[3] - Changes in global geopolitical situations and international market fluctuations may continue to impact commodity prices and related industries[3]

黑龙江省鹤岗市萝北县是中国石墨资源的重要富集区。拥有全球最大的单体晶质石墨矿——云山石墨矿 区，素有"亚洲第一矿"美誉。 近年来，随着全球产业结构不断升级，新能源汽车、储能和电子信息等高科技行业迅速发展，石墨市场 需求快速增长。 中新网鹤岗8月24日电 (记者 史轶夫)24日，绿色矿山万里行(鹤岗站)暨加快推进中国优势矿产建成战略 新兴产业会议在中国北疆黑龙江省鹤岗市举行，中国矿业联合会为鹤岗市萝北县"中国石墨之城"命名揭 牌。 中国矿业 联合会为鹤岗市萝北县"中国石墨之城"命名揭牌。 柏长海 摄 石墨是新能源、新材料、电子信息、航空航天、国防军工等战略性新兴产业不可或缺的关键原材料，被 誉为"21世纪支撑高新技术发展的战略资源"。 中国矿业联合会党委书记、会长程利伟表示，萝北县石墨资源储量及晶质石墨产量均占中国近半，地位 举足轻重。此次命名不仅是对萝北县石墨产业的认可，更标志着中国从矿业大国向矿业强国转型的重要 走向与引导方向。 会上，地质过程与成矿预测全国重点实验室与中国五矿国家战略性稀有金属矿产高效开发技术创新中心 签约，共同设立"联合技术研发和示范中心"。(完) ...

8月22日，在"寒王"等龙头带领下，A股电子行业市值再创新高，且总市值已经超过银行业，跃居行业首位。 某资深市场人士认为，A股电子行业市值超越银行业登顶，是我国经济结构调整成效落地的重要标志——不仅意味着A股已形成与美股相近的科技、金 融、能源三大板块格局，更直观印证了我国经济正从传统驱动向创新驱动转型。 电子行业登顶 8月22日，从申万行业来看，A股电子行业表现亮眼：其A股市值达到11.38万亿元，在持续刷新历史纪录的同时，更一举超越此前占据首位的银行业，跃 居各行业榜首，行业权重地位迎来标志性突破。 当日行情中，电子行业涨幅达4.82%，在所有申万行业分类中位居榜首。与此同时，同为科技赛道的通信、计算机行业亦表现强势，分别以3.77%和3.50% 的涨幅紧随其后，共同推动A股科技板块呈现出显著的强势上涨态势。 涨停个股方面，海光信息、寒武纪-U、盛美上海、云天励飞-U等多只电子和计算机相关个股均实现"20cm"涨停。从业务属性来看，这些涨停公司多集中 在芯片设计、半导体设备等细分领域，反映出市场资金对科技赛道高景气的高度认可。 | 序号 | 代码 | 名称 | | 现价 | 涨跌 | 涨跌幅 ▼ | 成交 ...

近期召开的中央政治局会议强调，要坚持以科技创新引领新质生产力发展，加快培育具有国际竞争力的 新兴支柱产业，推动科技创新和产业创新深度融合发展。 科技创新是发展新质生产力的核心要素。受访专家认为，扎实做好下半年经济工作，要持续强化科技创 新策源功能，把科技创新这个"关键变量"转化为高质量发展的"最大增量"，为中国式现代化提供有力科 技支撑。 期待更多"从0到1" 前不久，中国科学院高能物理研究所传来喜讯：位于北京怀柔科学城的大科学装置——高能同步辐射光 源（HEPS）一期工程建设将于今年底完成，并启动试运行。 "HEPS将瞄准国家重大需求、工业创新以及科学研究前沿，和用户深度融合、强强联手，共同做出令世 界瞩目的突出性成果。"工程总指挥、中科院高能物理研究所研究员潘卫民说。 基础研究是科技创新的源头活水。"只有在基础研究领域形成原创性、颠覆性的科技成果，才能在国际 科技竞争中赢得战略主动。"全球创新中心总干事、中国社会经济系统分析研究会副理事长赵刚说，以 科技创新引领新质生产力发展，迫切需要加强基础研究，从源头和底层解决关键技术问题。 深化科技体制机制改革，让创新驱动发展的活力持续迸发。中国社会科学院经济研究所 ...

Domestic News - Chengdu's industrial added value for the first seven months of 2025 increased by 8.0% year-on-year, with fixed asset investment growing by 4.5%, and private investment rising by 5.6% [2] - Henan province is promoting the integration and cluster development of strategic emerging industries, focusing on enhancing the scale and competitiveness of sectors like new information technology, high-end equipment, and new energy vehicles [3] - Shenyang is launching an autumn automobile consumption subsidy program from August 22 to September 5, 2025, with a total subsidy of 50 million yuan available for eligible consumers [4] - Shenzhen's exports of "new three samples" products, including electric vehicles, lithium batteries, and photovoltaic products, reached 62.18 billion yuan in the first seven months of 2025, marking a year-on-year growth of 21.5% [5] - The National Hydrogen Energy Vehicle Industry Measurement and Testing Center has been approved for establishment to enhance the core competitiveness of the hydrogen energy vehicle industry [6] - FAW Bestune and Jiangsu Yueda Group have signed a strategic cooperation agreement to enhance collaboration in various fields, including equity investment and supply chain coordination [7] - NIO's chairman Li Bin announced that the company has invested over 18 billion yuan in charging and battery swapping infrastructure over the past decade, with more than 8,100 charging and battery swapping stations established nationwide [8] - A joint laboratory for low-carbon recycling of power batteries has been established in Wuhan, aiming to promote the low-carbon circular economy of power batteries through collaboration among key industry players and academic institutions [9] Foreign News - The United States and the European Union have reached a trade agreement framework, which includes a commitment from the EU to purchase at least $400 billion worth of American AI chips for data center construction by 2028 [10] - In July 2025, new car sales in Malaysia experienced a slight decline of 5% year-on-year, with total sales for the first seven months also down by 5% compared to the previous year [11] - eBay has introduced a free return service for eligible automotive parts purchases, enhancing the shopping experience for consumers [12] - Hyundai and Kia's market share in Saudi Arabia rose to 23% in the first half of 2025, selling a total of 96,160 vehicles [12] Commercial Vehicles - JAC's multiple models have won awards for the highest resale value in the commercial vehicle sector, reflecting their strong product quality and service ecosystem [15] - DeepWay's new energy heavy truck "Xingtu" has completed its first batch of deliveries, marking a significant milestone in the large-scale application of new energy heavy trucks [16] - FAW Jiefang's natural gas engine has entered the South American market, specifically in Peru, aligning with the region's growing demand for environmentally friendly vehicles [17] - Yuchai's new methanol engine has been successfully ignited, expanding its product family and supporting the green transition in various applications [18][19]

Group 1 - The Hunan Provincial Department of Industry and Information Technology has released the first batch of key new material products for 2025, highlighting the recognition of "Changsha-made" products in the industry and market [1] - A total of 35 companies, including Hunan Changyuan Lithium Technology Co., Ltd., Hunan Xiangtou Jintian Titanium Metal Co., Ltd., and Changsha Daili New Material Technology Co., Ltd., have been listed, showcasing the strong manufacturing capabilities of Changsha [1] Group 2 - The listed companies and products are closely aligned with the development direction of the new materials industry, focusing on strategic emerging industries [2] - Changsha's new materials industry has established a complete industrial chain from basic research to end application, with 430 enterprises and an annual output value exceeding 142 billion yuan [2] - Notably, Zhongwei New Energy has been recognized on the global unicorn list for two consecutive years, and there are 63 national-level specialized and innovative "little giant" enterprises in the new materials sector [2] - The establishment of 13 provincial new material pilot platforms and a national strategic rare metal mineral resource efficient development technology innovation center in Changsha has significantly promoted the transformation of scientific achievements and industrial upgrading [2]

Core Insights - Zhengzhou is undergoing industrial transformation, moving from reliance on traditional labor-intensive industries to high-tech sectors, exemplified by the strategic partnership with Huike Optoelectronics for a new display panel project [1][3][4] - The new project by Huike Optoelectronics involves an investment of over 30 billion RMB, aiming to establish a high-generation display panel production line with an expected annual output value exceeding 50 billion RMB [1][3] - Zhengzhou's economic landscape is shifting as it seeks to diversify its industrial base, reducing dependence on Foxconn and exploring new sectors such as electric vehicles and artificial intelligence [7][8][12] Company Developments - Huike Optoelectronics has signed a strategic cooperation agreement with Zhengzhou Airport Economic Comprehensive Experimental Zone, marking the establishment of a significant new display technology project [1][3] - The project is expected to create thousands of high-quality jobs and attract numerous upstream and downstream enterprises, forming a billion-level optoelectronic display industry cluster centered in Zhengzhou [1][3] - Foxconn, historically a major player in Zhengzhou's economy, is now diversifying its focus to include electric vehicles and digital health, indicating a shift in its operational strategy [14] Industry Trends - The display panel industry in China has evolved significantly, with domestic companies now holding approximately 70% of the global LCD panel market share and making substantial inroads into the OLED market [15] - Zhengzhou is positioning itself as a key player in the new energy vehicle sector, with BYD's production rapidly increasing, contributing significantly to the city's automotive output [8][9] - The city is also developing a modern industrial system focused on strategic emerging industries, including artificial intelligence and advanced computing, with over 100 computing centers established [12][14]