2025年12月中央经济工作会议提出，"建设北京（京津冀）、上海（长三角）、粤港澳大湾区国际科技 创新中心"，将北京国际科创中心扩围至京津冀、上海国际科创中心扩围至长三角，目的是加快形成我 国原始创新的主要策源地，共同打造科技强国建设的战略指引，树立以科技支撑引领中国式现代化的标 杆。2026年2月9日，习近平总书记在北京考察科技创新工作时强调，"建设社会主义现代化强国，关键 在科技自立自强"，明确要求"抓住北京（京津冀）国际科技创新中心扩围的契机，加强与天津、河北的 协同创新和产业协作，推动京津冀协同发展不断走深走实"。这是继中央经济工作会议之后，党中央对 国际科技创新中心建设的又一次精准指导，为在新起点上推进科创中心提质增效、服务国家战略提供了 根本遵循。建设国际科技创新中心，是党中央立足新一轮科技革命和产业变革大势、着眼国家创新体系 建设全局的战略考量。必须深刻领会党中央战略意图，牢牢把握扩围建设的重大意义，以更高站位、更 实举措推动三大中心提升能级、增强效能，为实现高水平科技自立自强、全面建设社会主义现代化国家 筑牢坚实战略支撑。 一、夯实战略支点，三大国际科技创新中心建设取得显著成效 国际科技创新中 ...

京津冀协同发展战略实施以来，河北抢抓历史机遇，主动对接京津、服务京津，科技创新水平与能力显 著提升。从点对点项目合作，到共建创新平台、共组创新联盟系统推进，"京津研发、河北转化"模式日 益成熟。面向"十五五"，河北要继续发扬改革创新精神，用足用好京津支撑条件，积极打造高能级科创 平台，推动更多科技成果落地转化，为高质量发展注入不竭动力。 转自：河北日报 用好京津资源打造高能级科创平台 （来源：河北日报） □师伟力 高能级科创平台是指具备高水平创新资源集聚、高能级创新策源、高效率成果转化能力的科技创新载 体。打造高能级科创平台，是提升区域创新能力、抢占科技竞争制高点的关键抓手，对于突破"卡脖 子"技术难题、培育战略性新兴产业、构建现代化产业体系具有重要意义。 传推介，营造崇尚创新、乐于合作的良好氛围；鼓励三地科研人员、企业家、投资人开展常态化交流互 动，凝聚协同创新共识，培育开放包容、合作共赢的区域创新文化。 以机制创新锻造高能级科创平台体系。聚焦科创平台体制机制创新与优化布局，构建更为灵活、高效、 富有韧性的区域创新治理体系，推动形成定位清晰、优势互补的高能级科创平台集群。积极探索跨区域 平台市场化法人治理模 ...

格隆汇2月24日｜浙商证券研报指出，复旦微电股权激励落地，高质量发展有望提速。公司是国产集成 电路领先者，商业航天带动FPGA 放量，公司业绩有望稳定增长。2025年公司研发费用及资产减值损失 增加，其他收益减少使得公司利润下降，预计公司2025-2027年归母净利润分别为2.32亿元、9.37亿元、 12.96亿元(调整前2025-2027年归母净利润分别为6.57亿元、9.83亿元、12.97亿元)，对应EPS为0.28、 1.14、1.57元。对应PE为304、75、54倍。维持"买入"评级。 ...

Group 1 - The "Rong Inertia" alumni investment initiative was officially launched, with the first event connecting over 100 alumni enterprises [1] - The event attracted over 100 distinguished alumni and industry investors from fields such as artificial intelligence, integrated circuits, biomedicine, and new energy [1] - Chengdu's investment promotion bureau presented the investment environment for the artificial intelligence industry, and notable alumni shared insights on topics like technology transfer and financing support [1] Group 2 - Chengdu plans to conduct a series of "1+3+N" activities this year, including a launch ceremony and specialized events focused on technology transfer and alumni enterprise discussions [2] - The initiative aims to leverage the talent resources from Chengdu's 66 universities and 152 national-level innovation platforms to enhance industrial development [1] - A new model of "alumni recommending businesses and businesses attracting businesses" is being established through the creation of a key alumni enterprise database and regular communication mechanisms [1]

Core Insights - The automotive industry in Jiading is undergoing a significant transformation, with a focus on smart and connected vehicles, aiming to exceed a scale of 300 billion yuan by 2025 [2] - Jiading's integrated circuit industry is projected to achieve a total output of 105.8 billion yuan by 2025, reflecting a 3.8% year-on-year growth [3] - The biopharmaceutical sector is rapidly developing, with initiatives aimed at establishing Jiading as a leading hub for high-end medical devices and innovative therapies [8] Automotive Industry - Jiading's automotive sector is transitioning from testing and demonstration to large-scale commercial applications, with the Shanghai International Automobile City collaborating with 18 major car manufacturers to create a transparent supply chain management platform [2] - The government plans to accelerate the development of a world-class smart connected new energy vehicle innovation hub by 2026, with a focus on high-value and new energy models [2] - The evolution of vehicles into intelligent terminals is supported by advancements in high-performance automotive chips and solid-state battery production [2] Integrated Circuit Industry - Jiading is positioned as a key player in Shanghai's integrated circuit strategy, with a focus on domestic production capabilities and a complete industry chain [5] - The establishment of innovation centers and collaborative platforms is aimed at enhancing the local semiconductor manufacturing ecosystem [5] - The development of specialized companies, such as Liyang Chip, demonstrates the effectiveness of the regional industrial cluster strategy [3] Biopharmaceutical Industry - The biopharmaceutical sector is characterized by rapid growth, with significant projects like the establishment of high-end medical device clusters and innovative treatment centers [8] - Jiading aims to create a comprehensive ecosystem for precision medicine, integrating clinical research and application [8] - The collaboration with institutions like Ruijin Hospital and Fudan University is expected to foster advancements in biotechnologies and medical devices [8] Social and Cultural Development - Jiading's development strategy includes social initiatives such as the provision of affordable housing and community services, enhancing the quality of life for residents [10] - Cultural events like the Shanghai Auto Culture Festival are expected to boost tourism and local consumption [2][10] - The integration of industry and community development reflects Jiading's commitment to a balanced approach to urban growth [10]

Core Viewpoint - Recently, two companies, Muxi Integrated Circuit (Hangzhou) Co., Ltd. and Muxi Qizhi Technology (Taizhou) Co., Ltd., have announced their dissolution due to a resolution to disband, with the announcement period from February 5 to March 21 [1] Company Information - Muxi Integrated Circuit (Hangzhou) Co., Ltd. was established in December 2020 with a registered capital of 25 million RMB, while Muxi Qizhi Technology (Taizhou) Co., Ltd. was founded in August 2024 with a registered capital of 50 million RMB [1] - Both companies are wholly owned by Muxi Co., Ltd. (688802) and have business scopes that include integrated circuit design, software development, and software sales [1]

Core Viewpoint - The establishment of Wuhan Shengbang Microelectronics Co., Ltd. marks a strategic expansion into the integrated circuit sector by Shengbang Co., Ltd. [1] Group 1: Company Overview - Wuhan Shengbang Microelectronics Co., Ltd. has been registered with a capital of 30 million yuan [1] - The company is wholly owned by Shengbang Co., Ltd. (stock code: 300661) [1] Group 2: Business Scope - The business scope of the new company includes integrated circuit design, chip design and services, manufacturing, and sales [1] - The company will engage in various integrated circuit-related activities, indicating a comprehensive approach to the semiconductor market [1]

Group 1 - The core point of the article is the establishment of a new technology company by Hangyu Micro (Chengdu) Technology Co., Ltd., which focuses on AI and robotics business [1] - The registered capital of the new company is 10 million yuan, and its business scope includes integrated circuit design, AI application software development, and intelligent robot research and development [1] - Hangyu Micro (300053) holds 100% ownership of the newly established company [1] Group 2 - Related ETFs include the AI ETF (product code: 515070), which tracks the China Securities AI Theme Index [3] - The AI ETF has seen a recent decline of 1.78% over the past five days, with a price-to-earnings ratio of 65.65 times and a total fund flow of 5.2 billion shares, decreasing by 18 million shares [4] - The Robotics ETF (product code: 562500) tracks the China Securities Robotics Index and has experienced a decline of 4.12% over the past five days, with a price-to-earnings ratio of 72.02 times and a total fund flow of 23.55 billion shares, increasing by 430 million shares [5]

Group 1 - The core point of the article is the establishment of a new subsidiary by Haiguang Information Technology (Hainan) Co., Ltd., which focuses on integrated circuit business [1] - The newly established subsidiary has a registered capital of 100 million yuan and its business scope includes integrated circuit design, integrated circuit chip design and services, and sales of integrated circuits and related products [1] - Haiguang Information (688041) holds 100% ownership of the new subsidiary, indicating a strategic move to expand its operations in the integrated circuit sector [1]

Core Insights - Jiangsu Province has emerged as the leading region in China with five cities in the trillion-yuan GDP club, surpassing Guangdong, which has only four cities [2][11] - Nanjing's per capita GDP has exceeded 200,000 yuan for the first time, while Wuxi ranks third nationally, surpassing Shenzhen [2][8] - The total GDP of the 29 trillion-yuan cities exceeds 59.6 trillion yuan, accounting for 42.5% of the national economy [2] Economic Performance - Nanjing's GDP reached 1.94 trillion yuan in 2025, marking a significant growth driven by the integrated circuit industry and the production of new energy vehicles [6] - Wuxi's per capita GDP reached 217,000 yuan, ranking third among Chinese cities, driven by its strong IoT and integrated circuit industries [8][9] - Suzhou, Changzhou, and Nantong also show strong economic performance with significant contributions from their respective industries [10] Industry Development - Nanjing's economic growth is supported by the explosive growth of the integrated circuit industry, with over 300 supporting enterprises clustered around TSMC's factory [6] - Wuxi's IoT industry has surpassed 650 billion yuan, accounting for 1/8 of the national total, while its integrated circuit industry contributes 1/10 of the national output [9] - Suzhou's biopharmaceutical industry park has achieved a production value of over 350 billion yuan, and Changzhou's new energy vehicle production is significant [10] Regional Dynamics - All 13 cities in Jiangsu have GDPs exceeding 400 billion yuan, showcasing a balanced economic development across the province [10] - Jiangsu's economic model contrasts with Guangdong's, where there is a significant disparity in GDP among cities [11] - The integration of the Yangtze River Delta region has facilitated Jiangsu's industrial supply chain, with Jiangsu providing 45% of the intermediate goods for the region [11] Innovation and Competitiveness - Jiangsu's high-tech industry accounts for 52% of its total industrial output, with a strong emphasis on R&D investment [13] - The province has cultivated a complete industrial ecosystem, from basic research to large-scale production, fostering numerous "hidden champion" enterprises [16] - Jiangsu's pragmatic approach to economic development focuses on quality and efficiency rather than merely pursuing GDP growth [16]