1月27日，深圳市光明区二届人大四次会议开幕。光明区政府工作报告回顾"十四五"时期和2025年工 作，提出"十五五"时期发展目标任务，部署2026年重点工作。 重大科技创新载体"比邻而居"，更与周边的各类中试平台、创新中心、孵化基地、成果转化专业园区等 形成联动、协作，共同构建了极具优势的"创新生态"。从"聚能"到"释能"，光明科学城活力奔涌，加速 激发创新"裂变"。 2026年是"十五五"开局之年。报告强调，光明要锚定建设世界一流科学城的核心使命，把设施平台高水 平运营、科技攻关和成果转化作为重中之重，着力提高科学竞争力和影响力。 深圳市光明区正加快建设"一城三区"（高标准建设世界一流科学城，加快打造大湾区综合性国家科学中 心先行启动区、更具全球影响力的产业科技创新中心和粤港澳大湾区高水平人才高地的核心承载区）， 科学与产业是光明发展的"强引擎"。光明区政府工作报告中释放了有关科学、产业发展的诸多关键信 息、重要谋划。 科学 在建运营的重大科技创新载体达22个，推动大科学设施高水平运营 作为大湾区综合性国家科学中心先行启动区，光明科学城与国家战略紧密相连，肩负着打造国家战略科 技力量的使命。在光明科学城，重 ...

Core Viewpoint - The Guangming District is accelerating the construction of a world-class science city, focusing on integrating science and industry as a key driver for development, with significant emphasis on artificial intelligence (AI) and technological innovation [3][4]. Group 1: Development Plans and Infrastructure - Guangming aims to establish a "one city, three districts" framework, enhancing its role as a comprehensive national science center and a hub for technological innovation in the Greater Bay Area [3]. - The district plans to enhance its scientific competitiveness by prioritizing high-level operation of facilities, technological breakthroughs, and the transformation of research outcomes [3][4]. - Key projects include the Shenzhen Measurement Innovation Institute, Shenzhen Medical Academy, and the International Technology Information Center, which are set to boost the operational efficiency of major scientific infrastructures [3][4]. Group 2: AI Integration in Research - The development of AI is positioned as a foundational element for scientific research, with the establishment of two major computing platforms: Pengcheng Cloud Brain III and the National Supercomputing Center Shenzhen [4]. - The report emphasizes the exploration of AI for Science, aiming to significantly enhance research efficiency and facilitate breakthroughs in fundamental research and original innovation [4][5]. Group 3: Industrial Development and AI Applications - Guangming is focusing on the integration of AI across various sectors, including manufacturing, to support the transformation and upgrading of traditional industries and to foster new strategic industries [6][8]. - The district plans to develop industry-specific and general-purpose industrial AI systems, promoting smart upgrades in industrial equipment and creating new growth avenues for enterprises [6][7]. Group 4: Urban Management and AI Implementation - The district is set to implement an "All In AI" strategy to enhance urban governance through AI, aiming to improve management capabilities across various sectors such as government, healthcare, education, and transportation [8]. - Guangming will leverage opportunities in open-source technologies to build a robust digital infrastructure, creating a city-wide AI ecosystem [8]. Group 5: Emerging Industries and Economic Growth - The district is committed to nurturing emerging industries, particularly in biomanufacturing and medical technology, with plans to establish innovation zones and support unicorn development in niche sectors [9][10]. - Guangming aims to optimize its industrial structure by focusing on high-performance materials, medical devices, and intelligent sensors, ensuring the growth of key industries [9][10].

Group 1 - The core message emphasizes the importance of Qinghai's development in alignment with national strategies, highlighting the need for proactive leadership and responsibility in achieving high-quality growth [1][2] - The government work report is recognized for its realistic summary of achievements and precise deployment of future tasks, which boosts confidence and reflects a strong political awareness [1][2] - The focus is on leveraging the capital city's role to drive provincial strength, with an emphasis on green and low-carbon industries such as green electricity aluminum, silicon, and hydrogen [2] Group 2 - The plan includes enhancing technological innovation by aligning with national strategic resources and attracting talent to support the province's innovation-driven development [2] - Urban development strategies will prioritize ecological protection, infrastructure improvement, and the promotion of tourism, aiming for a high-quality urban development model [2] - There is a commitment to improving social governance and safety measures, including conflict resolution and disaster response capabilities, to ensure stability and security across the province [2]

1月21日，工作人员在霍尼韦尔天津工厂生产线工作。中新社记者佟郁摄 1月21日，在霍尼韦尔天津工厂投用30周年活动期间，霍尼韦尔大中华区总裁余锋向记者介绍，未来将 持续以本土创新推动中国业务发展。中新社记者佟郁摄 霍尼韦尔是最早进入中国的外企之一。余锋说，霍尼韦尔已在华建立覆盖创新、研发、制造与销售等环 节的本地化价值链，并贯彻"东方服务东方"战略，持续以本土创新推动业务发展。 作为其在华较早布局的制造基地之一，霍尼韦尔两家天津工厂分别服务过程自动化与楼宇自动化等业 务。余锋说，天津作为公司在中国的重要创新中心、制造和运营基地，将发挥"创新大脑""制造手 脚""行动肌肉"作用，以创新产品赋能客户。 谈及全球业务调整，余锋透露，霍尼韦尔正推进业务结构优化与分拆计划：高性能材料相关业务已完成 独立上市，航空航天业务计划于今年下半年完成分拆。分拆后，霍尼韦尔将更聚焦自动化与能源转型， 并更有针对性地加大产品和业务创新力度，以更清晰的业务组合服务全球与中国市场需求。 中新社天津1月21日电 (记者王君妍)在霍尼韦尔天津工厂投用30周年活动期间，霍尼韦尔大中华区总裁 余锋21日接受中新社记者采访时表示，中国市场需求迭代 ...

巨星医疗控股(02393)发布公告，公司现正探索及建议投资于高性能材料业。该行业属于制造分部，从 事设计、建造及商业化在关键特性的表现较传统同类产品超出至少一个数量级的物质。 凭借过去两年在自有品牌"Yes!Star"S2胶片相机精细生产所积累提升产品品质及效率的经验，公司将持 续投资于升级研究及开发设备，以期成为其中一间高性能材料工程公司及制造商，同时通过材料研究及 开发的协同效应，多元发展业务分部。 董事会预期高性能材料将于起始阶段用于油气、氢及新能源行业，并可能视适用情况应用及使用于不同 行业。 董事会注意到，全球的高性能材料市场现正蓬勃增长，升势不断。为于东南亚抢占此市场，尤其在中 国，集团现正积极物色及购买涂布生产线、高性能材料的研究及开发设备以及相关专利。 涂布技术可将大宗高性能材料转化成为市售制成品。涂布在几乎每个高价值材料分部均属决定性工序， 决定零件的成败或表现。涂布技术不单止重要，更为高性能材料生产的基础，往往成就革新。此一关键 赋能技术让基本材料发挥远超其固有能力的表现，实际上创造出"全新"的复合材料。涂布是材料与环境 之间的介面。透过此介面的工程设计，公司能在不改变大宗材料本身的情况下 ...

3. 体系升级：构建"一主三辅"产业生态 在比亚迪带来的产业基础上，深汕产业园区没有局限于单一的汽车制造，而是逐步摸索出"一主三辅"的完善产业布局——以新能源汽车产业为 主，以新型储能、高性能材料、智能制造装备产业为辅。这一阶段，园区开始向专业化、高端化进阶，不仅聚焦整车与核心部件制造，更瞄准 产业链关键的"卡脖子"环节布局专业园区。例如2023年落地的深汕高端电子化学品产业园，是深圳首个、华南地区唯一的专业园区，专攻集成 电路材料难题；新规划的复合材料产业园，则为新能源汽车革新筑牢材料根基。同时，速腾聚创等企业入驻投产后快速实现量产突破，进一步 丰富了产业生态，让园区从简单的企业集聚，升级为能自我进化、协同创新的产业生态系统。 2. 龙头入驻：开启产业集群雏形 2021年8月比亚迪与深汕的首次签约，成为园区发展的核心引爆点。此后4年间，比亚迪先后落子四期项目，总投资额超315亿元，快速形成从 零部件到电池再到整车的全产业链布局，一期满产、二期产能爬坡，三四期相关项目也陆续投产，创造了令人惊叹的"深汕速度"。龙头的磁吸 效应迅速显现，力劲科技、延锋国际等近30家新能源汽车核心零部件企业纷纷入驻，这些企业沿通港 ...

Core Insights - China's innovative drugs, new energy vehicles, and AI electronic products have emerged as the new three major export items, with innovative drug licensing output reaching $93.7 billion in the first three quarters of 2025, accounting for nearly 40% of the global total, reflecting the strong momentum of China's high-quality development [1][24]. Group 1: Major Technological Achievements - The launch of the National Bio-Manufacturing Industry Innovation Center, led by the Shenzhen Institute of Advanced Technology, marks China's only national-level innovation platform in the bio-manufacturing sector, focusing on green low-carbon, bio-agriculture, and medical health [3]. - The completion of the second phase of the Seventh Affiliated Hospital of Sun Yat-sen University in Shenzhen, a modern hospital designed with a patient-centered approach, aims to enhance healthcare innovation in the region [5]. - The Shenzhen Science and Technology Innovation Fund officially commenced operations, aiming to support original innovation and technology breakthroughs through early-stage investments [7]. Group 2: Infrastructure and Collaboration - The establishment of user committees for major scientific infrastructures like synthetic biology research facilities and brain analysis facilities will ensure efficient operation and high-level research output [9]. - The unveiling of the Regional Technology Transfer and Transformation Center for Higher Education Institutions in the Guangdong-Hong Kong-Macao Greater Bay Area will accelerate the conversion of academic research into practical applications [11]. - The emphasis on open collaboration has led to the formation of a global innovation network, enhancing regional cooperation and attracting international research institutions to participate in the development of the Guangming Science City [12]. Group 3: Talent and Innovation Ecosystem - Over the past seven years, Guangming Science City has attracted more than 3,100 high-level talents, including 59 academicians, forming a robust talent pool that supports innovation in fields like brain science and artificial intelligence [24]. - The establishment of a comprehensive open-sharing mechanism for major scientific infrastructures has allowed over 200 users, including universities and research institutions, to access advanced research facilities [25]. - The rise of industrial innovation has led to the development of several billion-dollar industry clusters, including high-end medical devices and synthetic biology, fostering a deep integration of technological and industrial innovation [26].

Core Insights - The "Guangming Science City Forum 2025" will be held from December 4 to 5, showcasing significant achievements such as the launch of the National Bio-Manufacturing Industry Innovation Center and the establishment of various research facilities and funds [1][6]. Group 1: Achievements and Developments - The Guangming Science City has made substantial progress since its planning in 2018, with over 3,000 high-level talents and a ranking of 7th in the national science city list for 2024 [1][4]. - Major scientific facilities, including synthetic biology and brain simulation devices, have been operational, serving over 200 users and providing more than 330,000 hours of effective equipment time [4][5]. - The National Bio-Manufacturing Industry Innovation Center is set to begin trial operations, facilitating key processes in technology transfer and commercialization [5][8]. Group 2: Collaborative Efforts and Infrastructure - Guangming Science City is collaborating with Dongguan Songshan Lake and other institutions to enhance new material development and has established a cross-city public transport line [5][8]. - The region has initiated mechanisms for collaboration with Hong Kong and Macau, including the establishment of the Guangdong-Hong Kong-Macau Greater Bay Area International Clinical Trial Center [5][8]. Group 3: Financial and Policy Support - Guangming District has created a multi-layered fund support system totaling approximately 30 billion yuan, which includes government-guided funds and various types of innovation funds [6][7]. - The district focuses on strategic emerging industries, with significant clusters in high-performance materials and high-end medical devices, aiming for high-quality development [7][8]. Group 4: Talent and Living Environment - Guangming District is enhancing its living environment by attracting quality educational institutions, improving healthcare facilities, and providing affordable housing [8].

Core Viewpoint - Global New Materials International (06616) has seen a stock increase of over 6%, currently trading at 4.93 HKD, with a transaction volume of 88.22 million HKD, following the announcement of a strategic acquisition aimed at enhancing control over overseas core assets and improving global business synergy [1] Group 1: Acquisition Details - The company announced plans to purchase a total of 1.1218 million shares of its non-wholly owned subsidiary CQV between July 2025 and October 2025, increasing its total holdings in CQV to 5.5118 million shares, representing approximately 50.75% of CQV's total issued shares [1] - The acquisition is part of the company's merger and integration strategy, which aims to strengthen governance stability and enhance control over key overseas assets [1] Group 2: Strategic Implications - According to Guotai Junan, this strategic acquisition will allow the company to expand its geographic coverage and sales channels, marking a significant step in its global layout [1] - The integration of complementary businesses is expected to accelerate the company's penetration into key high-quality global markets, particularly in the automotive and cosmetics sectors [1] - By integrating global operations in high-performance materials, cosmetics, and industrial applications, the company aims to enrich its product portfolio and enhance the competitiveness of its core business [1]

Core Viewpoint - Global New Materials International (06616) has seen a stock price increase of over 6%, currently trading at 4.93 HKD with a transaction volume of 88.22 million HKD, following the announcement of a strategic acquisition aimed at enhancing control over overseas core assets and improving global business synergy [1] Group 1: Acquisition Details - The company announced plans to purchase a total of 1.1218 million shares of its non-wholly owned subsidiary CQV between July 2025 and October 2025 [1] - Post-acquisition, the company will hold a total of 5.5118 million shares in CQV, representing approximately 50.75% of CQV's total issued shares [1] Group 2: Strategic Intent - The acquisition is part of the company's strategy to strengthen control over overseas core assets, enhance global business synergy, and improve governance stability [1] - CQV is identified as a key component of the group's merger and acquisition strategy, possessing a mature technology system, quality customer resources, and stable profitability [1] Group 3: Market Expansion - The strategic acquisition is expected to expand the company's geographic coverage and sales channels, marking a significant step in its global layout [1] - The integration of global operations will accelerate the company's penetration into key quality markets, particularly in the automotive and cosmetics sectors [1] - By integrating global business solutions in high-performance materials, cosmetics, and industrial applications, the company aims to enrich its product portfolio and enhance the competitiveness of its core business [1]