智通财经1月4日讯（记者 汪斌）在新质生产力驱动之下，"十五五"时期，中国经济将站在发展模式深刻变革的关键节点。 这场变革不仅是前沿科技的"从0到1"，更是整个产业体系的转型升级与金融资本的价值重塑。如何把握经济结构优化的核 心方向，以科技创新破解发展瓶颈、激活增长动能？如何实现经济转型升级与科技突围的双向赋能、协同推进？ 2025年12月29日，由上海报业集团指导、智通财经主办的"2025智通财经第八届投资年会暨科大硅谷硬科技投资生态大 会"在合肥成功举办。会议由智通财经编委赵毅波主持，莲花控股（600186.SH）董秘顾友群、零重力飞机工业首席战略官 陈炎、太平洋建设经营中心总经理景荟晔、宇信科技（300674.SZ）助理总裁徐海波、正奇能科集团首席顾问赵亚彬，围 绕"十五五"时期，中国经济转型升级与科技突围"主题，分享了他们在跨界转型、生态构建、赋能升级与价值投资中的前沿 思考与务实探索。 近年来，莲花控股从家喻户晓的"莲花味精"跨界至智能算力赛道，形成了"消费+科技"的双轮驱动格局。公司董秘顾友群坦 言，公司在创新转型过程中备受质疑，颇有压力。然而，在公司品牌复兴战略的驱动下，公司一方面在调味品主业上 ...

（来源：内蒙古日报） 转自：内蒙古日报 □本报记者 蔡冬梅 2026年元旦的钟声已敲响，鹿城包头并未局限于传统的节庆氛围，一股以"科技突围"为底色的创新热潮 正悄然兴起。从图书馆里与机器狗互动的孩童，到生产线上为订单排至新年后的"中国芯"而忙碌的工程 师，科技成为这座城市迎接新年最鲜明的主题。 就在前不久，一场别开生面的新闻发布会为包头市2026年元旦定下了创新与融合的基调。包头市正式启 动以"购在中国"品牌为引领的"跨业跨年"消费盛宴，其中，作为七大主题活动之一的"极智鹿城·数字生 活季"尤为引人注目，它标志着包头的科技创新力量正以前所未有的亲民姿态，从实验室和工厂车间， 大步流星地走进商圈、融入百姓的日常生活。 这股官方引导、全民参与的"科技热"，迅速在城市的各个角落得到响应和升华。2025年12月28日晚，包 头市图书馆的"迎新年·图书馆奇妙夜"成为这股热潮的生动缩影。作为包头市图书馆建馆七十周年系列 活动的高潮，主会场内并非只有静谧阅读。孩子们围在"科技幻夜"展区，与灵巧的机器狗互动，并通过 AR眼镜让书中的恐龙"跃然纸上"。一旁的"AI肖像"体验区前，市民排队上传照片，一键生成科幻风或 国风的数字艺 ...

Group 1: Technology Breakthroughs in Inner Mongolia - The "Technology Breakthrough" initiative during the 14th Five-Year Plan aims to leverage Inner Mongolia's unique resources such as wind, solar, rare earths, and dairy to foster high-quality industrial development [1] - Inner Mongolia's new energy industry is experiencing rapid growth, with installed capacity exceeding 143 million kilowatts by May 2025, accounting for 52% of the region's total power generation capacity [3] - The establishment of the "Kubuqi New Energy Base" will enable the transmission of approximately 36 billion kilowatt-hours of electricity annually to the Beijing-Tianjin-Hebei region, significantly reducing coal consumption and carbon emissions [3] Group 2: Rare Earth Industry Developments - Inner Mongolia is focusing on developing its rare earth industry, particularly in Baotou, where innovative technologies are being applied to replace heavy rare earth elements while maintaining product performance [4] - Baotou's production capacity is set to reach 40,000 tons, positioning it as the world's largest high-performance neodymium-iron-boron production base [5] - The region aims for a rare earth industry output value of 130 billion yuan, driven by technological innovation and market-oriented mechanisms [5] Group 3: Dairy Industry Innovations - The establishment of the largest probiotic smart factory in Asia by Inner Mongolia Ketaobiotech aims to achieve technological breakthroughs in the dairy sector [6] - The National Grass Technology Innovation Center is developing advanced grass varieties and technologies to support dairy farming, ensuring a stable supply of quality feed [7] - Inner Mongolia has created a complete ecological system for the dairy industry, integrating all elements from grass cultivation to milk production and processing [7] Group 4: Hydrogen and Energy Innovations - The world's first hydrogen-ammonia dual-fuel gas turbine has been successfully assembled in Inner Mongolia, marking a significant advancement in zero-carbon energy technology [8] - This gas turbine can operate on hydrogen, ammonia, and natural gas, facilitating a complete energy production and consumption cycle [9] - The introduction of a new energy mining truck project combines photovoltaic power generation, intelligent storage, and super-fast charging technology, enhancing the efficiency of heavy-duty transportation [10]

Core Insights - The construction of the Deep-Shan High-end Electronic Chemical Industry Park marks a significant strategic move by Shenzhen, aiming to establish a self-sufficient supply chain in high-end electronic chemicals, particularly in semiconductor materials and electric vehicle battery components [1][4][6]. Group 1: Industry Context - The park spans 10 square kilometers, equivalent to 1.5 times the land area of Macau, and focuses on high-end electronic chemicals, a sector critical to the trillion-dollar semiconductor industry [1]. - Shenzhen's initiative is seen as a response to the geopolitical challenges facing the technology sector, particularly the reliance on foreign suppliers for essential materials like photoresists and electronic specialty gases [3][4]. Group 2: Strategic Objectives - The park aims to create a "weaponry depot" for two strategically significant industries in China: integrated circuits and new energy vehicles, indicating a dual-front strategy [4]. - Shenzhen's approach has evolved from relying on individual entrepreneurs to a government-led initiative that utilizes substantial capital for comprehensive industry coverage, reflecting a shift towards a more coordinated and aggressive strategy [6][9]. Group 3: Challenges and Considerations - The high-end chemical materials industry faces significant barriers, not just in terms of infrastructure and funding, but also in acquiring the specialized knowledge and experience that cannot be easily purchased [7][9]. - The success of this ambitious project hinges on whether Shenzhen can effectively leverage its resources to accelerate the development of a complex ecosystem that typically takes decades to mature [9][11].

Group 1 - The core point of the article discusses the contrasting paths chosen by the US and China in the context of global competition and their recent agreement on trade tariffs, indicating a potential shift in their bilateral relations [1][11][19] - The US is focusing on "shrinking its frontlines and prioritizing key issues," recognizing the negative impact of the trade war on domestic manufacturing costs and consumer prices [11][13] - China is committed to "rooting itself in the real economy and relying on technological breakthroughs," emphasizing the importance of economic construction and targeting six key technological areas for development [13][21] Group 2 - The article highlights Europe's strategic dilemma, as it attempts to align closely with the US while facing its own economic challenges and energy crises due to its stance on Russia and China [3][19] - Europe's historical reliance on colonial power and its current inability to adapt to new global dynamics is underscored, illustrating a decline in its global GDP share from over 50% in the past to below 16% in 2023 [5][19] - The article suggests that the new global order will not be dominated by a single power but will require cooperation and mutual respect among nations, moving away from the traditional hegemonic approach [17][21]

Group 1: Technology Breakthroughs in Inner Mongolia - The "Technology Breakthrough" project during the 14th Five-Year Plan aims to leverage Inner Mongolia's unique resources for high-quality industrial development, focusing on sectors like wind, solar, rare earths, and dairy [2] - Inner Mongolia's new energy industry is experiencing rapid growth, with installed capacity exceeding 143 million kilowatts by May 2025, accounting for 52% of the region's total power capacity [4] - The first million-kilowatt "Shagao Desert" wind-solar base is under construction, expected to deliver approximately 36 billion kilowatt-hours annually to the Beijing-Tianjin-Hebei region, significantly reducing coal consumption and CO2 emissions [4] Group 2: Rare Earth Industry Developments - Inner Mongolia is focusing on developing rare earth industries, particularly in Baotou, where new technologies are being integrated to replace heavy rare earth elements while maintaining product performance [5] - The region is establishing two rare earth bases and enhancing innovation platforms to facilitate technology breakthroughs and market-oriented mechanisms [6] - Baotou's rare earth industry is targeting a production value of 130 billion yuan, with significant advancements in high-performance neodymium-iron-boron production [6] Group 3: Dairy Industry Innovations - The largest probiotic smart factory in Asia has been launched in Inner Mongolia, aiming to achieve technological breakthroughs in the dairy sector [7] - The National Grass Technology Innovation Center is making strides in grass breeding and high-quality forage production, supporting dairy farming [8] - Inner Mongolia has developed a complete ecological system for the dairy industry, from grass cultivation to milk production, ensuring high-quality development [8] Group 4: Hydrogen and Ammonia Fuel Technology - The world's first hydrogen-ammonia dual-fuel gas turbine has been successfully assembled in Inner Mongolia, marking a significant advancement in zero-carbon energy technology [9] - This turbine can switch between hydrogen, ammonia, and natural gas, creating a complete energy production and consumption ecosystem [10] Group 5: Breakthroughs in New Energy Mining Vehicles - The first integrated solar-storage-charging mining vehicle project has been launched, achieving record charging speeds and establishing a green energy ecosystem for mining operations [12] - This project supports the transition from external electricity use to self-generated green energy, enhancing the automation and digitalization of mining operations [12]

Market Overview - The Shanghai Composite Index rebounded, increasing by 0.51%, while the ChiNext and STAR Market also saw gains, indicating a potential recovery in the market [1] Volume and Institutional Activity - Trading volume increased significantly, with a total turnover of 1.21 trillion yuan across Shanghai, Shenzhen, and Beijing, up by 605 billion yuan from the previous day, suggesting institutional buying activity [3] - The Shanghai Composite Index found support at 3660 points, indicating a "golden needle bottom" pattern, which suggests that major players are absorbing low-priced shares amid market panic [3] Sector Analysis 1. Gas Sector - The gas sector is driven by both policy support and seasonal demand, with companies like Dongfang Huanyu and Xinjiang Torch hitting the daily limit. The recent increase in gas infrastructure subsidies from the Ministry of Finance has made low-valuation, high-dividend stocks more attractive to risk-averse investors [3] 2. Port and Shipping - The port and shipping sector is benefiting from a recovery in foreign trade, with stocks like Nanjing Port and China National Offshore Oil Corporation seeing significant gains. The restructuring of global trade and the release of RCEP tariff benefits are key drivers for foreign investment in this sector [4] 3. Brain-Machine Interface - The brain-machine interface sector is witnessing a tug-of-war between retail and institutional investors, with companies like Mcland and Innovative Medical showing volatility. The upcoming World Human-Robot Conference is expected to highlight the integration of brain-machine and AI technologies [5] Adjustments and Opportunities - The energy metals and military equipment sectors are experiencing declines due to profit-taking and technical corrections. However, with lithium inventory at a two-year low and the peak season approaching, there are opportunities for recovery in these sectors [6] - There is a noticeable shift in capital from high-valued sectors like photovoltaics to undervalued cyclical stocks such as ports and gas, indicating a clear rotation in investment strategies [7] Strategic Insights 1. Policy and Dividend Focus - Companies in the port and gas sectors are expected to benefit from stable foreign trade and energy security, with firms like Yangtze Power and Shanghai Port offering dividend yields exceeding 5% [8] 2. Technological Growth - The focus is on companies that are making breakthroughs in medical rehabilitation and humanoid robotics, particularly those involved in brain-machine chip clinical approvals and sensor technology advancements [9] Conclusion - The market is advised to remain patient and strategic, focusing on high-dividend stocks and true leaders in technology as the market undergoes adjustments. The current market dynamics suggest that institutional repositioning is aimed at building momentum for the second half of the year [10]

Group 1 - The manufacturing PMI stands at 50.8%, indicating a slight recovery, with the new orders index rising to 51.2%, suggesting ongoing demand [3] - There is a significant disparity between large enterprises (PMI at 52.1%) and small enterprises (PMI at 49.3%), highlighting the lack of policy support for smaller firms [3] - The non-manufacturing PMI is at 54.5%, driven by strong performance in tourism and film sectors, while real estate sales remain weak, indicating a divergence in market sentiment [3] Group 2 - The "production and business expectations index" in the manufacturing PMI has surged to 57.3%, the highest this year, reflecting strong corporate confidence despite delayed policy implementation [4] - The technology sector shows promising growth potential, with significant investments from major companies like Google and Microsoft, and a high pre-announcement growth rate exceeding 60% for mid-year reports [4] - High dividend stocks, such as Industrial and Commercial Bank of China with a 5.7% dividend yield, are attracting investment in a volatile market, emphasizing the importance of cash flow [5]

Financial Performance Overview - The financial operation in Inner Mongolia is stable, with enhanced financial service efficiency supporting high-quality economic development. As of the end of June, the total RMB loan balance of financial institutions reached 32,616.8 billion yuan, an increase of 1,380.8 billion yuan from the beginning of the year, representing a year-on-year growth of 6.8% [1] - The total RMB deposit balance was 40,606.1 billion yuan, increasing by 1,565.2 billion yuan since the beginning of the year, with a year-on-year growth of 7.2% [1] Policy Implementation and Financial Support - The financial system has actively implemented a moderately loose monetary policy, optimizing the credit structure to channel financial resources into key areas, thereby providing strong financial support for major projects and initiatives in Inner Mongolia [1] - A comprehensive policy framework has been established, including one overall plan and five specialized implementation plans in areas such as technology finance and pension finance [1] Support for Technology and Green Development - The financial system has effectively supported the "Technology Breakthrough" and green development initiatives, with 14 financial institutions receiving 2.08 billion yuan in re-loan funds, and issuing 3.47 billion yuan in loans for technology innovation and equipment upgrades [2] - The issuance of 4 billion yuan in technology innovation bonds by Yili Group marks the first successful private enterprise tech bond in Inner Mongolia [2] - Green loans in the region reached a balance of 5,594 billion yuan, with an increase of 387.4 billion yuan since the beginning of the year [2] Support for Key Industries and Elderly Economy - The financial system has optimized credit resource allocation to meet the financing needs of key agricultural sectors and has developed specialized pension credit policies, resulting in a year-on-year growth of 54.2% in pension industry loan balances [3] - Loans for the information transmission, software, and information technology service industry reached 8.94 billion yuan, with a year-on-year increase of 52.1% [3] Foreign Exchange and External Economic Support - The foreign exchange market in Inner Mongolia has operated smoothly, with a total foreign-related income and expenditure of 24.142 billion USD in the first half of the year [3]

Core Viewpoint - The discovery of a large beryllium deposit in Xinjiang, China, is expected to significantly alter the global beryllium resource landscape, providing China with self-sufficiency and a stronger position in the international market [6][8][10]. Group 1: Historical Context - Historically, China faced significant challenges in accessing beryllium resources, with the U.S. controlling over 60% of global production and imposing strict export restrictions [2][4]. - The scarcity of beryllium limited China's advancements in aerospace, nuclear, and electronics industries, leading to high prices and market manipulation by the U.S. [4][10]. Group 2: Discovery and Significance - After over a decade of exploration, a major beryllium deposit with a reserve of 2 million tons was discovered in the Altay region of Xinjiang, representing one-third of the world's known beryllium reserves [6][8]. - The deposit not only has a large reserve but also meets industrial extraction standards, facilitating easier mining operations [8][10]. Group 3: Strategic Implications - This discovery is deemed strategic for China, as it resolves the previous reliance on imports and allows for self-sufficiency in beryllium supply [10][12]. - The availability of domestic beryllium is expected to enhance the performance of key aerospace projects, including the C919 aircraft and Long March rockets, and is crucial for the nuclear industry [10][12]. Group 4: Market Impact - With the new beryllium resources, China is poised to gain pricing power in the international beryllium market, which could lead to more stable global prices and benefit high-tech industries worldwide [10][12]. - The development of this deposit is anticipated to contribute to China's emergence as the largest beryllium producer globally, showcasing the country's resilience and technological advancements [12].