上海日前公布《上海市支持先进制造业转型升级三年行动方案（2026—2028年）》（下称"方案"），提 出到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产业链新增规上工业企业 500家，规上制造业企业研发费用占营收比重显著提升。 方案提出，实施结构调优升级行动，包括优化提升传统优势产业、加快先导产业战略引领、推动重点产 业和新兴产业壮大发展；实施创新攻关强基行动，包括释放企业创新活力、加速关键核心技术攻关等。 具体来看，方案提出大力发展新一代电子信息、智能网联新能源汽车、高端装备、先进材料、绿色低 碳、时尚消费品产业，支持企业发展先进制造。积极引导企业投资布局低空经济、商业航天、具身智 能、生物制造、智能终端等新兴领域。 积极引导企业投资布局低空经济、商业航天、具身智能、生物制造、智能终端等新兴领域。 上海将在未来三年加快先进制造业转型升级。 在商业航天领域，上海将在"十五五"时期加大可重复使用火箭大推力发动机、回收技术等攻关，加快研 制手机直连、智算、雷达遥感等商业卫星，建设千帆星座、智慧天网等通信和遥感商业星座等。 根据《上海市具身智能产业发展实施方案》，到2027年，上海市 ...

Group 1: Economic Outlook - A moderate "opening red" is expected for 2026, with a divergence in market opinions regarding initial economic data and risk preferences[5] - The overall fiscal strength for 2026 will depend on the outcomes of local two sessions, impacting early-year economic performance[8] - The broad fiscal index showed slight improvement at the end of 2025, but remains low, indicating limited rebound potential for early 2026 infrastructure growth[15] Group 2: Investment Trends - Investment direction is shifting from traditional infrastructure to new productive forces, with increased focus on digital economy, AI, and green initiatives[19] - In Henan province, the first quarter investment targets for transportation, energy, and water conservancy are significantly lower than previous years, indicating a shift in investment focus[19] - Policy-driven financial tools are expected to support investments beyond traditional infrastructure, with significant funding allocated to emerging sectors[19] Group 3: Risks and Challenges - The risk of "anti-involution" policies may exceed the positive effects of fiscal tools, potentially suppressing investment and impacting overall growth[20] - Changes in assumptions regarding fiscal measurements could lead to deviations in projected outcomes, highlighting the uncertainty in economic forecasts[22]

Core Viewpoint - The Shanghai Municipal Government has issued a three-year action plan (2026-2028) to support the transformation and upgrading of advanced manufacturing, aiming to enhance the modern industrial system and promote collaborative development among enterprises of various sizes [1]. Group 1: Main Goals - By 2028, the plan aims to add 100 manufacturing enterprises with an annual output value exceeding 1 billion yuan, totaling over 600 such enterprises, and to drive the addition of 500 industrial enterprises above designated size in the supply chain [2]. Group 2: Implementation Actions - **Optimizing Traditional Advantage Industries**: The plan encourages traditional industries like petrochemicals and steel to innovate and expand into new materials, with financial support for qualifying projects [3]. - **Accelerating Leading Industry Strategies**: Support for integrated circuit companies to achieve breakthroughs across the entire industry chain, fostering internationally competitive leading enterprises [3]. - **Promoting Key and Emerging Industries**: Focus on developing new electronic information, smart connected vehicles, and advanced materials, while encouraging investment in emerging fields like low-altitude economy and commercial aerospace [3]. Group 3: Innovation and Technology - **Releasing Innovation Vitality**: Financial incentives for companies increasing basic research investments, with varying levels of support based on annual research expenditure [4]. - **Accelerating Core Technology Research**: Support for enterprises focusing on cutting-edge technologies such as laser manufacturing and quantum technology [4]. Group 4: Quality and Efficiency Enhancement - **Promoting Technological Transformation**: Financial support for projects aimed at upgrading production and R&D processes, with a cap on total support [4]. - **Deepening Digital Transformation**: Initiatives to enhance AI applications in manufacturing, aiming for full coverage of smart factory applications by 2028 [4]. Group 5: Resource and Support Actions - **Strengthening Talent Development**: Support for attracting high-level talent in key sectors, with financial incentives for successful candidates [5]. - **Enhancing Financial Support**: Encouragement for financial institutions to offer favorable loan products for manufacturing, with interest subsidies for key components and materials [5]. - **Expanding Logistics Support**: Development of industrial logistics facilities to integrate with manufacturing needs, enhancing transportation infrastructure [5]. Group 6: Market Development and Services - **Expanding Domestic and International Markets**: Establishing platforms for supply chain connections and promoting internet marketing for industrial enterprises [5]. - **Optimizing Enterprise Services**: Coordinating to address enterprise needs and ensuring that policies are effectively communicated and implemented [5].

政策构建了差异化梯度扶持体系，精准匹配不同产业发展需求。对人工智能、医药健康、绿色低碳等国 际引领产业，以及新材料、集成电路等固本强安产业和未来产业，新建中试平台按总投资35%补助，最 高可达1亿元；对新一代信息技术、智能网联新能源汽车等能级提升产业，建设中试平台集群按总投资 25%补助，最高5000万元。特别值得关注的是，独立法人中试平台因市场化运营优势，补助比例进一步 提高至45%或35%，强化其产业基础设施作用。 打破资源壁垒是新政的一大亮点。针对高校院所中试资源"围墙"问题，政策明确鼓励高校、科研院所及 大型企业开放中试场地、设备和数据，支持产业链链主企业联合上下游共建中试产线，在重点产业功能 区建设综合性中试公共服务机构。为降低中小企业研发成本，政策将中试平台服务纳入"首都科技创新 券"支持范围，符合条件企业每年最高可获50万元额度，让初创团队无须重金即可利用优质资源验证技 术。 为提升资源对接效率，北京已完成146家中试平台的梳理归集，这些平台主要分布在医药健康、新材料 和智能装备领域，近七成集聚于海淀、经开等区域。 （来源：工人日报） 本报讯（记者赖志凯 见习记者沙剑青）1月4日，北京市发展改革 ...

Core Viewpoint - Beijing aims to enhance its pilot testing service capabilities to promote the integration of technological and industrial innovation, targeting the establishment of 10 national-level and 50 municipal-level pilot testing platforms by 2030 [1][2]. Group 1: Pilot Testing Platforms - Pilot testing is a critical phase in the industrialization of technological achievements, facilitating the transition of new products from trial production to mass production [1]. - The newly defined pilot testing platforms in Beijing include 146 entities, primarily concentrated in the pharmaceutical health, new materials, and intelligent equipment sectors, accounting for nearly 70% of the total [1]. - The platforms are mainly located in districts such as Haidian, Daxing, and the Economic Development Zone [1]. Group 2: Financial Support and Incentives - The measures propose financial support for new pilot testing projects, offering subsidies of up to 35% of total investment, with a maximum of 100 million yuan for key industries like AI, healthcare, and green technology [2]. - For emerging industries such as new-generation information technology and intelligent connected vehicles, the subsidy is set at 25% of total investment, capped at 50 million yuan [2]. - The support for independent pilot testing platforms' fixed asset investments has been increased to 45% and 35% for different categories [2]. Group 3: Collaborative Development - The measures emphasize the need for spatial, informational, financial, talent, and standard support for the development of pilot testing platforms [2]. - There is a focus on building a collaborative industrial pilot testing transformation base in the Beijing-Tianjin-Hebei region, promoting the establishment of a regional pilot testing industry alliance [2]. - The initiative aims to facilitate the demonstration of application scenarios and the transformation of technological achievements within the Beijing-Tianjin-Hebei area [2]. Group 4: Support for SMEs - To reduce R&D costs for small and medium-sized enterprises, Beijing is exploring the inclusion of pilot testing platform services in the "Capital Science and Technology Innovation Voucher" program, allowing eligible companies to receive up to 500,000 yuan annually [3].

Group 1 - Wuhan Economic Development Zone held a signing event for 11 key projects with a total investment of 10.7 billion yuan, focusing on smart connected and electric vehicles, auto parts, green low-carbon, new materials, and intelligent manufacturing [1][8] - The Dito Automotive Parts Production and R&D Base project will produce key components for Geely, with an expected annual output value of 1.2 billion yuan upon full production [3] - The establishment of a joint venture, Visteon Xinyi (Wuhan) Automotive Electronics Co., aims to enhance automotive electronic product R&D capabilities in the region [4] Group 2 - The Baida Optoelectronics project plans to build a manufacturing base for high-voltage connection systems, with an expected annual output value of 2 billion yuan by 2030 [5] - The East Asia Synthetic project will enhance local automotive parts capabilities with a new production base and R&D center expected to start construction in 2026 [7] - Sunshine New Energy's project will focus on zero-carbon industrial platforms, while Wuhan Jinfa Technology will expand its new materials R&D and production base, both expected to contribute to local economic growth by 2026 [7]

Group 1 - Beijing plans to support the construction of pilot test platforms for key industries such as artificial intelligence, healthcare, green low-carbon technologies, robotics, and smart manufacturing, with subsidies of up to 100 million RMB, covering 35% of total investment for new projects [1][2] - The goal is to establish 10 national-level manufacturing pilot test platforms and 50 municipal-level platforms by 2030, forming a pilot test system that meets the requirements of the capital's modern industrial system [1] - The measures encourage collaboration among leading enterprises in the industry chain to co-build pilot production lines, support the establishment of comprehensive pilot public service institutions, and enhance the digital and green capabilities of existing platforms [1][2] Group 2 - The measures also emphasize the collaborative construction of pilot transformation bases in key areas such as hydrogen energy, biomedicine, cybersecurity, industrial internet, high-end equipment, new energy, and intelligent connected vehicles within the Beijing-Tianjin-Hebei region [2] - A service platform for matching supply and demand in pilot testing services will be established, along with a focus on strengthening financial investment in pilot services [2]

Core Viewpoint - Beijing aims to establish 10 national-level manufacturing pilot platforms and support the construction of 50 municipal-level pilot platforms by 2030, with financial incentives for qualifying projects [1] Group 1: Financial Support - New pilot platforms for industries such as artificial intelligence, healthcare, green low-carbon technologies, robotics and intelligent manufacturing, and integrated circuits will receive subsidies of 35% of total project investment, capped at 100 million yuan [1] - New pilot platforms for next-generation information technology and intelligent connected vehicles will receive subsidies of 25% of total project investment, capped at 50 million yuan [1] - The document emphasizes the support for pilot platforms to implement independent legal entity reforms to enhance their market service capabilities [1] Group 2: Investment Incentives - For newly established independent legal entity pilot platforms, the investment subsidy ratio increases to 45% and 35% respectively [1]

新华财经上海1月4日电（记者李荣）培育发展新质生产力、推动科技创新和产业创新深度融合，上海杨 浦新年开年抢抓重大项目落地和重大工程推进。4日，落地签约的50个重点产业项目，总投资额超200亿 元。 2026年，杨浦区共安排重大工程104项。本次集中开工重大工程7项，总建筑面积29.16万平方米、总投 资130.85亿元，涵盖科创载体、商办及住宅、高校建设和市政配套等领域，包括上海量子城市时空创新 基地（复兴岛）一期工程、复旦大学江湾校区数学科学楼、同济大学四平路校区综合运动馆、国京路道 路新建工程等。 （文章来源：新华财经） 新的一年，上海杨浦将全力构建全主体参与、全要素统筹、全链条加速的创新生态，持续建设"杨数 浦"新质秀带创新区。据介绍，2026年杨浦将重点推进9个都市工业类项目和9个科技创新产业类项目， 总投资额约45亿元。 此外，上海杨浦将更好发挥重大工程"扩投资、稳增长、载功能"的引擎作用，强化"清单化推进、节点 化管理、责任化落实"，同时把优化营商环境贯穿项目全生命周期。 据了解，落地签约的重点产业项目，包括在线新经济、人工智能、智能制造、绿色低碳、生命健康、科 技金融、专业服务等产业领域，通过" ...

为聚焦培育发展新质生产力、推动科技创新和产业创新深度融合，2026年杨浦区安排了9个都市工业类 项目、9个科技创新产业类项目，总投资额约45亿元。 活动现场，上海量子城市时空创新基地一期工程开工仪式启动。杨浦滨江集团相关负责人徐少明介绍， 该项目将精准匹配复兴岛发展定位，为区域创新创业群体打造集办公、生活、休闲于一体的综合空间载 体。 1月4日，新年开工第一天，"乘势而上抢开局、人民城市新开篇"2026年杨浦区重大项目落地、重大工程 推进会暨重大工程开工仪式在上海量子城市时空创新基地一期工程建设广场举行。 智通财经记者从上海市杨浦区获悉，本次仪式既包括重大项目集中签约，又有重大工程集中开工奠基 等，总投资额超375亿元。2026年杨浦区安排了区重大工程104项，其中正式项目91项、预备项目13项。 本次集中开工重大工程7项，总建筑面积29.16万平方米、总投资130.85亿元，涵盖科创载体、商办及住 宅、高校建设和市政配套等领域，包括上海量子城市时空创新基地（复兴岛）一期工程、复旦大学江湾 校区数学科学楼、同济大学四平路校区综合运动馆、国京路道路新建工程等。 杨浦区 2026年重大项目集中签约仪式。 智通财经 ...