深圳商报·读创客户端记者 曹欣 新年伊始，深圳南山春潮涌动，"科技+金融"活力奔涌。 AI数据赛道龙头迅策科技在港交所敲响上市钟声，聚焦"IT+BT"融合的未来产业领域持续吸引资本青 睐，智能机器人项目纷纷实现从产线到市场的关键一跃……一系列高频事件串联起创新与资本的双向奔 赴，既呼应了中央"深化科技金融创新""培育新质生产力"的战略部署，更彰显出粤港澳大湾区科创核心 区的硬核实力。 开年"三箭齐发"：科技金融实现多点突破 1月上半月，南山科技金融领域呈现上市融资、平台对接、产业赋能"三箭齐发"的活跃态势，勾勒出覆 盖企业全生命周期的多层次生态服务图景。 资本市场强劲开局。1月6日，AI数据龙头迅策科技登陆港股，单笔募资即达10.8亿港元。几乎同期，深 耕"IT+BT"融合领域的津渡生物也宣布完成由头部机构领投的亿元级融资。这两起标志性事件，连同早 期投资平台上路演项目的活跃对接，共同勾勒出新年伊始资本向南山区未来产业密集涌入的强劲势头。 上市与融资事件的双重奏，清晰奏响了资本对南山未来产业的坚定信心。 资本市场的热度，迅速传递至项目孵化的最前沿。 "X-Day"西丽湖路演社2026年度首场早期投资专场 开年 ...

1月12日，《浙江省"十五五"新型工业化规划（征求意见稿）》公开征求意见。其中提到，紧密跟踪科 技革命前沿，主动面向国家战略需求，科学布局未来产业。 与此同时，国家航天局于2025年11月25日印发《国家航天局推进商业航天高质量安全发展行动计划 （2025—2027年）》（简称《行动计划》），为商业航天产业发展提供了具体指南。 《行动计划》提出，将商业航天纳入国家航天发展总体布局，加快形成航天新质生产力，实现航天发展 效能整体提升，有力支撑航天强国建设。具体包括：到2027年，商业航天产业生态高效协同，科研生产 安全有序，产业规模显著壮大，创新创造活力显著增强，资源能力实现统筹建设和高效利用，行业治理 能力显著提升，基本实现商业航天高质量发展。 中泰证券研报分析称，2026年—2027年，全球有望进入商业航天产业爆发期，技术迭代与工程化节奏持 续加快，发射服务、卫星组网等航天任务需求有望进一步释放。 类脑智能，发展类脑计算、类脑传感等软硬件系统和终端产品。原子级制造，发展原子级制造装备、测 量装备和仿真设计软件等。 碳捕集利用与封存，突破低能耗低成本碳捕集和利用技术，发展二氧化碳合成化学品、燃料等。 深地深海 ...

Core Viewpoint - Hangzhou is accelerating the development of brain-like intelligence as a key future industry, supported by substantial policy measures aimed at fostering innovation and investment in this field [1][2]. Group 1: Policy Support - The "Measures" outline financial support for brain-like intelligence projects, including a 25% subsidy on actual funding for projects not requiring local matching funds, with a maximum of 5 million yuan per project [2]. - For small and medium-sized technology enterprises with R&D increases over 2 million yuan, a 5% subsidy on the increase is available, capped at 200,000 yuan [2]. - Larger enterprises with R&D expenditures exceeding 500 million yuan can receive a direct subsidy of 300,000 yuan [2]. Group 2: Application Focus - The policy emphasizes application-oriented support, targeting key areas such as personalized medical treatment, intelligent diagnostic assistance, and rehabilitation in healthcare [2]. - In smart applications, priority scenarios include smart homes and security, intelligent transportation and autonomous driving, and robotics [2]. Group 3: Encouragement for Innovation - The policy encourages enterprises to trial new brain-like intelligence products, offering a subsidy of up to 300,000 yuan for the first product sold to non-affiliated parties, based on 10% of sales [3]. - Companies transitioning through various growth stages can receive financial rewards, including 20,000 yuan for first-time registration and additional support for maintaining status over three years [3]. - Recognition as a national or provincial "specialized and innovative" enterprise can yield rewards of up to 1 million yuan and 200,000 yuan, respectively [3]. Group 4: Spatial Layout - The policy outlines a spatial layout for the brain-like intelligence industry, supporting the establishment of a pilot area in Yuhang District and encouraging development in Binjiang and Xiaoshan Districts to create a dual-driven growth model [3].

Core Viewpoint - The article discusses the issuance of measures by Hangzhou to support the development of brain-like intelligence industries, emphasizing the importance of innovation and application in various sectors [1] Group 1: Support for Enterprises - The measures encourage enterprises to focus on key segments of the brain-like intelligence industry chain, including hardware, core components, algorithms, data processing, applications, and platforms [1] - There is a push for enterprises to expand their brain-like intelligence business segments and cultivate new productive forces [1] Group 2: Application in Healthcare - The measures support the application of brain-like intelligence in healthcare, including personalized diagnosis, intelligent auxiliary diagnosis, drug development, rehabilitation, and nursing [1] - Encouragement is given for enterprises and institutions to trial new products from brain-like intelligence companies in the healthcare sector [1] Group 3: Innovation in Various Fields - The initiative promotes collaboration between brain-like intelligence companies and various sectors such as smart sensors, edge computing, smart home security, risk identification, smart transportation, autonomous driving, and robotics [1] - There is an emphasis on actively publishing scenario requirements and conducting scenario innovation to explore typical cases of new product demonstrations in brain-like intelligence [1]

Core Viewpoint - The article discusses the issuance of measures by Hangzhou to support the innovation and development of brain-like intelligence industries, emphasizing the enhancement of core technological capabilities and financial support for enterprises in this sector [1] Group 1: Support for Brain-like Intelligence Enterprises - The measures aim to strengthen brain-like intelligence enterprises by following a growth path from "technology-based SMEs to high-tech enterprises to new eagle enterprises to leading technology enterprises to chain master enterprises" [1] - There is a focus on enhancing the independent intellectual property rights and core technological capabilities of these enterprises to improve quality and scale [1] Group 2: Financial Support and Investment - The government will support financing for brain-like intelligence enterprises, encouraging the establishment of industry funds by leading enterprises and financial institutions [1] - The measures include improving the "early, small, and innovative investment" mechanism to encourage social capital to co-invest in brain-like intelligence technology projects [1]

Group 1 - The core viewpoint of the news is the introduction of measures by the Hangzhou Municipal Government to support the development of brain-like intelligence industries, which will take effect on February 12, 2026 [1][2][3] Group 2 - The measures include financial support for companies based on their R&D investment, with specific subsidies for those meeting certain criteria, such as a maximum subsidy of 200,000 yuan for companies with an annual R&D investment increase of over 2 million yuan [1] - Companies with total annual R&D investments exceeding 1 billion yuan will receive direct subsidies of 200,000 yuan, while those exceeding 5 billion yuan will receive 300,000 yuan [1] - The measures also encourage technology transfer and commercialization of research outcomes, providing rewards for companies achieving significant technology transaction amounts [2] - Support is extended to various application fields, including healthcare and smart applications, to foster collaboration between enterprises and innovation in product development [2] - The initiative promotes collaboration between brain-like intelligence companies and research institutions across multiple scientific fields to establish joint laboratories and innovation centers [3]

Core Viewpoint - The renaming of Xiaoshan Linjiang High-tech Industrial Development Zone to Hangzhou Qiantang High-tech Industrial Development Zone signifies a profound evolution in regional development logic, transitioning from a geographical concept to an industrial capability focus [1][3]. Group 1: Historical Context - The original name "Xiaoshan Linjiang High-tech Zone" reflects a history of entrepreneurship starting from 2003, evolving into a national-level high-tech zone by 2015, despite its initial small area of 3.55 square kilometers [3]. - The establishment of Qiantang New District in 2020 expanded the management area to 531.7 square kilometers, marking a nearly 150-fold physical expansion and a shift in development strategy from isolated park operations to integrated resource utilization [3][4]. Group 2: Development Trajectory - Qiantang High-tech Zone has shown a significant upward trajectory in its national ranking, moving from 138th in 2019 to 69th in 2024, reflecting a cumulative improvement of 69 positions over five years [6]. - The industrial output value of Qiantang is projected to exceed 370 billion yuan in 2024, maintaining its position as the top contributor in Hangzhou for six consecutive years, with over 85% of this output concentrated in five key industries: automotive, pharmaceuticals, semiconductors, chemicals, and aerospace [6][7]. Group 3: Innovation and Future Development - Qiantang is focusing on enhancing its advanced manufacturing cluster through a "296X" plan, which aims to integrate new and traditional industries while fostering emerging sectors like synthetic biology and low-altitude economy [7][9]. - The region is home to Zhejiang's largest higher education park, with 14 universities and 250,000 students, providing a rich source of intellectual resources, although challenges remain in translating academic research into practical applications [10][11]. - A "dual-direction" integration mechanism has been established to connect academic research with industry needs, including initiatives like the "Doctor into Enterprise" program and the creation of industry colleges to address skill shortages [11][12]. Group 4: Strategic Significance - The renaming reflects a strategic shift from merely establishing a high-tech zone to using it as an engine for driving a new industrial city, emphasizing the need for a modern industrial system in Hangzhou [4][9]. - The mission of Qiantang High-tech Zone is to serve as a key engine for cultivating "new productive forces" while leveraging its unique advantages as a composite platform integrating various economic zones [12].

Core Viewpoint - The Zhejiang Provincial Committee emphasizes the integration of advanced manufacturing clusters to promote the upgrading of traditional industries, the growth of emerging industries, and the scientific layout of future industries [1] Group 1: Traditional Industry Upgrading - The initiative aims to implement "tenglong huan niao" (transformation) and "phoenix nirvana" actions to deepen the construction of national traditional manufacturing upgrade demonstration zones [1] - There will be a strong push for technological transformation, equipment updates, and ecological upgrades in traditional industries to enhance quality and technical capabilities [1] - Key industries such as green petrochemicals, textiles and apparel, electrical machinery, and home appliances will be prioritized for quality upgrades to strengthen their competitive positions [1] Group 2: Emerging Industry Development - The plan focuses on building new pillar industries, accelerating the development of clusters in artificial intelligence, new materials, new energy, aerospace, low-altitude economy, and biomedicine [1] - A future industry investment growth mechanism will be established to explore various technological routes, typical application scenarios, feasible business models, and market regulation rules [1] - Key areas for future industry development include humanoid robots, brain-machine interfaces, brain-like intelligence, quantum information, and biomanufacturing [1] Group 3: Service Industry Enhancement - The implementation of high-quality development projects in the service sector will be prioritized, aiming to improve the integration of modern services with advanced manufacturing and modern agriculture [1] - The initiative will promote the specialization and high-end extension of productive services and enhance the quality and diversity of life services [1]

Core Insights - The Greater Bay Area (GBA) is experiencing a surge in technological innovation and collaboration, particularly in robotics, brain-like intelligence, and medical materials, reflecting the region's commitment to building an open and integrated innovation ecosystem during the 14th Five-Year Plan period [3][4][10]. Group 1: Robotics and Innovation - Shenzhen-based company has developed a multi-modal tactile perception robot called "Dexterous Hand," which is now in mass production, showcasing the region's advancements in robotics [3]. - The company, Dai Meng (Shenzhen) Robotics Technology Co., focuses on high-resolution multi-modal tactile perception and dexterous manipulation, enabling robots to perform complex tasks [11]. - The GBA's supportive environment for innovation provides entrepreneurs with a sense of security, facilitating the growth of startups like Dai Meng [3][12]. Group 2: Medical Materials Development - A research team from the Li Ka Shing Faculty of Medicine at the University of Hong Kong has developed a new elastic calcium phosphate "nano-bone material" that accelerates bone healing, marking a significant advancement in orthopedic surgery [4][5]. - The research has received mainland patents and is in the early stages of clinical translation, indicating a strong potential for practical application [5]. - The collaboration between Hong Kong and Shenzhen leverages Hong Kong's research strengths and Shenzhen's industrial capabilities, enhancing the translation of research into clinical practice [5][6]. Group 3: Brain-like Intelligence and Collaborative Ecosystem - The Guangdong Provincial Institute of Intelligent Science and Technology has launched the world's first brain-like computing platform, "Wisdom One," highlighting the region's focus on brain-like intelligence innovation [6][7]. - The institute aims to build a collaborative innovation ecosystem by integrating resources from Macau and the GBA, fostering technology transfer and talent development [8][9]. - The establishment of the Macau University-Guangdong Provincial Institute Joint Laboratory signifies a commitment to nurturing talent and enhancing research collaboration between the two regions [9]. Group 4: Overall Innovation Landscape - The GBA is positioning itself as a global technology innovation center, with a focus on creating a synergistic environment for research, development, and commercialization of cutting-edge technologies [7][10]. - The upcoming 15th National Games will showcase various innovative technologies from the GBA, including AI tour guides and smart robots, further emphasizing the region's technological prowess [12].

Core Viewpoint - Shanghai aims to accelerate the cultivation of future industries and breakthrough disruptive technologies by 2027, with a goal of establishing around 20 leading enterprises in future industry ecosystems by 2030 [1][3]. Summary by Relevant Sections Future Industry Development - Shanghai will focus on developing fields such as cell and gene therapy, brain-machine interfaces, biomanufacturing, and embodied intelligence, while also accelerating the cultivation of fourth-generation semiconductors, silicon photonics, 6G, and brain-like intelligence [3][7]. - The city plans to systematically layout and build future industry clusters, with a focus on six major directions: future manufacturing, future information, future materials, future energy, future space, and future health [7]. Measures and Support - The "Several Measures" document outlines 15 initiatives across six areas to enhance future industry cultivation, including financial support for innovative products and scene construction tasks, with funding up to 30% of contract amounts and a maximum of 2 million yuan [7][9]. - Shanghai has already launched several cultivation plans in areas like brain-machine interfaces and quantum computing, establishing high-quality incubators and a future industry fund with a total scale of approximately 15 billion yuan [9][14]. Investment and Financial Ecosystem - The future industry fund aims to create a multi-source investment system led by government funding, supported by enterprises and financial institutions, with a focus on early-stage quality projects and long-term value [14][15]. - As of October 10, 2023, the future industry fund has made investment decisions on 18 strategic sub-funds, with a proposed investment amount of 2.215 billion yuan, and has focused on nine key strategic projects with an investment of 399 million yuan [15]. Cluster Development - Shanghai is planning to create national-level future industry pilot zones and has initiated the construction of several future industry clusters in areas like Pudong and Minhang, with support of up to 2 million yuan for qualifying cluster construction entities [11][12]. - The brain-machine interface future industry cluster is being developed to become a global innovation hub, focusing on clinical trials and incubation of disruptive technologies [12].