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中国价值链系列研究之一:纵横捭阖:全球价值链重构与中国产业体系突破
工银国际· 2025-12-30 13:22
Group 1: Economic Context and Trends - China's value chain has rapidly expanded, becoming a key hub in global production networks, with domestic value added (DVA) consistently ranking first globally since 2000[6] - The complete industrial system of China has led to over 22% average global value added share in key manufacturing sectors, surpassing traditional manufacturing powerhouses like Germany and the USA[8] - The GVC position of China has steadily improved, indicating a shift from reliance on imported intermediate goods to becoming a supplier of high-value components[15] Group 2: Challenges and Strategic Responses - The international trade order faces challenges from technological hegemony and protectionism, leading to a decline in the degree of global value chain fragmentation[1] - China is actively addressing vertical supply chain risks by focusing on core technology breakthroughs and upgrading its industrial capabilities[19] - The shift from product export to multinational chain building is accelerating, with Chinese companies establishing overseas production and assembly bases to enhance supply chain resilience[30] Group 3: Future Outlook and Innovations - The modern service industry is emerging as a new driver for overall value chain upgrades, with significant contributions from sectors like industrial design and brand operations[24] - By 2025, China is expected to enter the top ten of the global innovation index, bolstered by advancements in AI, renewable energy, and healthcare[23] - Regional cooperation, such as the RCEP and the Belt and Road Initiative, is enhancing trade ties and reducing costs, with ASEAN becoming China's largest trading partner by 2023[31]
通苏嘉甬铁路苏南特大桥、通泰扬特大桥有新进展
Xin Lang Cai Jing· 2025-12-19 12:12
(来源:上观新闻) 近日,通苏嘉甬铁路苏南特大桥跨中塘港连续梁顺利合龙,标志着该项目向着全线通车的目标又迈出了 坚实一步,为后续架桥机顺利通过奠定坚实基础。 苏南特大桥位于吴中区、吴江区境内,总长25公里,多次跨(穿)越既有公路、河流湖泊、居民区、工 业厂房区等建构筑物,技术要求高、施工难度大、安全风险高,是通苏嘉甬铁路控制性工程之一。 目前,苏南特大桥建设进展顺利。25公里桥梁工程中桩基完成6326根,累计完成设计量6498根的 97.35%;承台完成698座,累计完成设计量758座的92.08%;墩身完成685座,累计完成设计量753座的 90.97%;22座连续梁中已合龙15座,7座进行上部施工完成率97.62%。 12月19日,世界在建最长高铁桥梁通泰扬特大桥控制性工程跨京杭运河斜拉桥顺利合龙。 12月19日,南京大学召开科技创新与产业创新融合发展大会,官宣南大苏州校区全面启用。 大会现场,南大五个新工科学院正式揭牌,分别是南京大学国家卓越工程师学院、未来技术学院、机器 人与自动化学院、先进制造学院、生物医学工程学院。 南京大学苏州校区聚焦人工智能、新一代信息技术、新能源、先进制造、生命健康等领域"卡 ...
扬州新城日化产业“发新芽”新兴产业“长成林”未来产业“快生根”
Yang Zi Wan Bao Wang· 2025-12-18 08:40
Group 1: Core Insights - The new city of Yangzhou is focusing on integrating technological and industrial innovation, aiming to establish itself as a regional innovation center through the "165" strategy [1] - The city is committed to building a modern industrial cluster characterized by high-level laboratories, high-energy R&D institutions, and high-quality professional parks, while promoting various initiatives such as technology investment and enterprise cultivation [1] - Yangzhou aims to achieve significant economic growth, targeting a new milestone in regional GDP and industrial output during the 14th Five-Year Plan period [1] Group 2: Economic Development - The new city has achieved a GDP growth of 5.1% in the first half of the year, with public budget revenue increasing by 17.2% and industrial investment rising by 18.4% [5] - The city is leveraging opportunities from the establishment of specialized parks like the China Beauty Port and East China Aviation Valley to rejuvenate traditional industries and foster emerging sectors [5] - Key enterprises such as Beijia Clean and Two-Sided Needle have been recognized for their advancements, contributing to the overall growth of the industrial base [5] Group 3: Infrastructure and Urban Development - The city is enhancing urban infrastructure, including commercial, educational, and healthcare facilities, to support high-quality development [4] - Yangzhou is focusing on ecological and cultural tourism, promoting sustainable practices while developing its unique ecological resources [3] - The city is also improving transportation networks to support major engineering projects and enhance connectivity within the Yangtze River Delta region [3]
省级创投基金规模剑指200亿元!聚焦三大科创高地,浙江放大招
Guo Ji Jin Rong Bao· 2025-12-15 11:43
近日,浙江省科技厅等九部门联合印发《浙江省科技金融赋能创新浙江建设 因地制宜发展新质生产力行动方案》(下称《行动 方案》),明确以"投资于物"和"投资于人"相结合为原则,加快构建全生命周期、全链条的科技金融服务体系,为创新浙江建 设注入金融动能。 该管理人进一步指出,从政策设计来看,《行动方案》的核心亮点在于全生命周期赋能。针对科技企业从种子期、成长期到成 熟期的不同需求,构建了"基金+信贷+债券+保险+担保"的多层次金融服务体系。比如,延长政府投资基金存续期至20年,匹配 科技研发的长周期特性;创新"概念验证贷""中试贷"等产品,填补了科技企业早期融资的空白,有效破解了"融资难、融资贵"的 痛点。 强化科技信贷支持,是另一重要抓手。浙江将推动"平台+高校+企业+产业链"结对合作,对符合条件的科技创新贷款给予贴息支 持;动态更新科技型企业无贷户清单,创新开发"概念验证贷""中试贷"等专属产品,探索"贷款+外部直投"业务模式。银行机构 将单列科技企业信贷规模,实施"四个单独"差异化服务机制,并制定贷款尽职免责清单。 在发挥资本市场支撑作用上,浙江将加快科技企业挂牌上市步伐,建立超1000家上市后备科技型企业培育 ...
第十一届福建青年创青春大赛成果丰硕 为发展新质生产力注入青春动能
Zhong Guo Xin Wen Wang· 2025-12-12 13:52
此外,大赛特邀甘肃、宁夏、西藏、新疆等地项目晋级决赛,搭建起区域创新创业交流合作的桥梁,进 一步扩大了赛事的辐射力和影响力。经过激烈角逐,共评选出一等奖7个、二等奖21个、三等奖34个及 优秀奖49个,并评选出优秀组织奖8个。 中新网福建永安12月12日电 (雷朝良)第十一届福建青年创青春大赛总结交流活动暨科技创新成果分享会 12日在永安成功举办,来自全省各设区市团委、直属企业团委、有关高校团委负责人,青年企业家等 300余人共同出席。 "创青春"大赛自2014年启动以来,已连续举办11届,累计吸引10763个青创项目、3.21万名青年参赛, 1381个优秀青年创业项目获奖,发放创业扶持资金2440万元,培育孵化了一批高新企业。越来越多优秀 创业项目通过"创青春"舞台不断发展壮大,为全省经济高质量发展、加快形成新质生产力注入澎湃的青 春动能。 图为活动 现场。永安市融媒体中心供图 本次大赛以"青春为中国式现代化挺膺担当"为主题,设置科技创新、数字经济、台湾青年创业三大专 项,共吸引1266个项目报名参赛,涵盖人工智能、生物制造、生命健康、大数据、区块链技术等多个前 沿领域,涌现出一批科技含量高、市场潜力大、社 ...
上海市国际股权投资基金协会唐葵:PE机构需强化全周期赋能能力
中经记者 郝亚娟 夏欣 上海 北京报道 12月8日,第十八届"上海国际股权投资论坛"(2025SIPEF)在上海举办。 上海市国际股权投资基金协会联席副理事长、方源资本董事长兼首席执行官唐葵表示,在政策支持、产 业整合、IPO退出放缓及全球化布局等多重因素驱动下,中国并购市场持续活跃,面对控股型交易带来 的治理与运营挑战,PE机构需强化全周期赋能能力。未来,PE并购将进一步深耕产业链上下游协同、 技术创新与全球化布局,通过资本赋能与管理优化,助力企业打造核心竞争力,推动产业格局向高质量 发展优化升级。 在此次论坛上,上海市国际股权投资基金协会发布了"2025年上海最具投资潜力50佳创业企业"榜单,经 过多轮筛选与专业评审,涵盖人工智能、生命健康、高端制造、数字经济等多个前沿领域,聚焦拥有核 心技术、创新模式与高成长潜力的优质创业企业。榜单的发布不仅为股权投资机构提供了精准的投资风 向标,更向市场传递了上海科技创新的强劲活力与巨大潜力,助力优质创业企业获得更多资本关注与资 源支持。 (编辑:张漫游 审核:朱紫云 校对:翟军) ...
最新!深圳一区公布:签约项目38个、“吸金”593亿!
Nan Fang Du Shi Bao· 2025-12-09 06:21
作为深圳特区"长子"的罗湖区 近日 全球招商大会现场 深圳"狂揽"超7700亿元、 签约项目超340个 瞬间成为国内乃至国际的焦点 此次全球招商大会上 也取得了亮眼的成绩 在深圳全球招商大会上,罗湖区一口气签下38个项目,"吸金"593亿意向投资! 值得一提的是,这593亿里,超过一半都流向了人工智能、低空经济、生命健康这些最前沿的赛道。 它还发布了"战新跃升"计划,用最高5000万的真金白银扶持企业成长。 那个你印象中 有着东门老街、水贝珠宝的罗湖 今天 它正在刷新所有人的认知 深圳"老炮儿"罗湖 你还有多少惊喜 是我们不知道的? 签单签到手软 罗湖的"三高"体质藏不住了 翻开罗湖的招商成绩单 三个"高"字格外亮眼 含金量高 近一半投资来自世界500强、中国500强和上市公司,包括5家世界500强和3家独角兽。这些"聪明钱"的 选择,本身就是对城区价值最硬的投票。 含新量高 战略性新兴产业和未来产业占比超过50%。曾经以"金"闻名的罗湖,如今正在批量吸引"芯""智""空"企 业,人工智能、低空经济、生命健康等赛道集聚效应显著。 低空经济龙头中科星图把湾区总部落在这里,中国500强先导科技在此建设光电研发中心 ...
“股神”俞敏洪发文祝贺摩尔线程上市,A轮杀入一战或赚20倍,曾在2美元大举抄底蔚来汽车
Sou Hu Cai Jing· 2025-12-08 13:47
Group 1 - The core viewpoint of the news is the performance and market reaction of Moores Threads after its debut on the STAR Market, where it experienced significant volatility, including a drop of over 6% before recovering slightly to close down 1.04% at a price of 594.25 yuan, with a market capitalization of approximately 280 billion yuan [1] - Moores Threads went public on the STAR Market last Friday, reaching a peak price of 688 yuan and closing with a gain of 425.46 yuan on its first day, allowing investors to earn up to 240,000 yuan per share [1] Group 2 - Yu Minhong congratulated Moores Threads on his social media, highlighting that his Hongtai Fund participated in the company's A-round financing in November 2021, marking it as a significant investment in the semiconductor sector [3] - The A-round financing of Moores Threads raised 2 billion yuan, led by several prominent institutions, with Hongtai Fund participating as an A+ round investor at a pre-valuation of 11.9 billion yuan, indicating a potential profit of over 20 times based on the latest market valuation [3] Group 3 - Hongtai Fund, co-founded by Yu Minhong and Sheng Xitai in 2014, focuses on high-tech industries such as intelligent manufacturing, artificial intelligence, and semiconductors, managing over 30 billion yuan and having invested in 300 companies [4] - Other investors, such as Liang Wenfeng's Huansheng Quantitative, also profited significantly from Moores Threads, with Huansheng Quantitative acquiring 61,300 shares and realizing a floating profit of nearly 30 million yuan on the first day [4]
深圳罗湖签约 38 个项目吸金 593 亿
Core Insights - The 2025 Shenzhen Global Investment Conference resulted in over 340 projects with a total investment exceeding 770 billion yuan [1] - The Luohu District contributed 38 high-quality projects with an intended investment of 59.3 billion yuan, showcasing a strong interest from top-tier companies [1] Project Characteristics - High-quality projects: Nearly 50% of the projects are from Fortune 500, China 500, and listed companies, including 5 Fortune 500 companies and 3 unicorns [1] - Innovative projects: Over 50% of the projects focus on strategic emerging industries and future industries, with significant clustering effects in artificial intelligence, low-altitude economy, and life health sectors [1] - Intelligent projects: More than half of the projects involve specialized and innovative small giants and national high-tech enterprises, totaling 21 [1] Key Projects Signed - The signing of the low-altitude technology operation center by Zhongke Xingtu aims to create replicable low-altitude application demonstration zones in collaboration with Luohu [2] - Shandong Future Interconnection Technology Co., Ltd. plans to invest in a deterministic network and future network experimental facilities in Luohu [2] - Leading digital creative company Xinmei Xingkong is establishing a southern headquarters to develop a live-streaming e-commerce base and AI advertising services [2] Systematic Investment Ecosystem - Luohu has developed a systematic investment ecosystem focusing on five dimensions: policy, space, capital, talent, and scenarios [3] - 26 special policies have been introduced to support key areas such as artificial intelligence and life health, with targeted measures for the life health industry [3] - The district is enhancing its industrial space support to accommodate various business growth needs, with ongoing projects to provide new types of industrial spaces [3] Capital and Talent Initiatives - Luohu has established seven new funds this year, leveraging 5.9 billion yuan in social capital, and set up a 1 billion yuan disruptive technology innovation fund [4] - The district offers a comprehensive talent service package, including housing, education, and healthcare, to attract skilled professionals [4] - 121 scenario projects have been implemented, with 47 projects utilizing a model that combines government resources with enterprise technology for real-world testing [5] Project Outcomes - In 2025, Luohu is expected to complete 1,037 projects, with 256 key projects anticipated to generate over 50 billion yuan in revenue [5] - The number of key strategic new enterprises has increased by 5.7% year-on-year, totaling 223 [5]
1亿美元,复旦科创海外投资基金启动
Sou Hu Cai Jing· 2025-12-05 04:21
Group 1 - The 2025 Fudan Science and Technology Innovation Conference was held at Fudan University, focusing on building a comprehensive innovation ecosystem [1] - The Shanghai Zuquan Innovation Transformation Research Institute was officially unveiled, along with the launch of the first batch of "Zuquan Partners," "High-Energy Innovation Centers," and "Functional Platforms" [1] - The Fudan Science and Technology Investment Fund was established to support outstanding scientists in transforming top scientific achievements into marketable projects [3] Group 2 - The Fudan Science and Technology Overseas Investment Fund was launched with an initial target size of 100 million USD, aiming to create a more comprehensive overseas innovation ecosystem [5] - The fund will focus on early-stage projects, including angel rounds, Pre-A rounds, and A rounds, particularly in the fields of life health, artificial intelligence, and new energy materials [5] - The goal of the fund is to accelerate the industrialization and internationalization of Fudan's scientific achievements and local innovative enterprises, enhancing China's influence in the global technology landscape [5]