Core Insights - The digital economy is becoming a focal point for funds as they adjust their strategies for the new year, indicating a shift in investment focus towards AI applications and away from traditional hard technology sectors [1][3]. Group 1: Digital Economy Performance - The digital economy sector has shown strong performance at the beginning of the year, with significant gains in various thematic funds, highlighting its explosive potential [1]. - Specific funds like Huayin Health Life and others have reported substantial single-day net value increases, indicating a strong market response to digital economy investments [1]. - QDII products have also benefited from the robust performance of the digital economy sector, with notable net value elasticity [1]. Group 2: Fund Holdings and Market Trends - Major funds are heavily invested in digital economy stocks, with significant holdings in companies like Jingtai Holdings and Bilibili, reflecting strong market confidence [2]. - The recent market rally, termed "开门红," has been building since late December 2025, confirming a trend towards digital economy investments [2]. - Analysts suggest that the strong performance of the digital economy sector indicates a critical phase in the tech stock narrative, shifting focus from hard assets to software's role in productivity [2]. Group 3: Fund Strategy Adjustments - Public funds are employing a strategy of "high-low switching" in their asset allocation, moving from overexposed hard technology sectors to the more promising digital economy [3]. - Data shows that as of Q3 2025, the highest allocated sectors for public funds were electronics, pharmaceuticals, power equipment, and communications, with electronics being the most heavily weighted [3]. - The shift in strategy is seen as a response to profit-taking in hard technology, with digital economy sectors viewed as ideal for new investments [3]. Group 4: Future Outlook - Fund managers are optimistic about the upcoming performance of the digital economy sector, anticipating a transition from infrastructure investment to commercial realization of AI applications [6]. - The consensus among fund managers is that the digital economy is on the verge of significant earnings releases, as AI applications begin to materialize [6]. - Predictions indicate that the technology sector will maintain a balanced growth trajectory, with an emphasis on both domestic and international AI capabilities [7].

Group 1 - The conference focused on high-quality urban development and international cooperation, emphasizing the importance of innovation in urban planning and development [1] - Key themes included technological innovation, industrial upgrading, and opening up to external markets, aiming to create a platform for cross-regional and cross-sector dialogue [1] - The goal of building modern urban cities was highlighted, with innovation being placed at the forefront of urban development objectives [1] Group 2 - Guiyang and Guian New Area are recognized for their digital economy, with continuous growth leading the nation for eight consecutive years [2] - Changsha is accelerating its development as a global R&D center, boasting seven trillion-level industrial clusters and over 3,400 innovation platforms [2] - Weifang is advancing energy transition with significant projects in nuclear power and offshore wind energy, emphasizing green and low-carbon development [3] Group 3 - Ordos is enhancing its business environment through policy innovation and a focus on service quality, aiming to support healthy business growth [4] - Yibin is strengthening its industrial ecosystem by ensuring resource availability and optimizing services for enterprises [5] - Haikou is leveraging its status as a high-tech industrial zone to attract investment in biomedicine and advanced food processing, achieving nearly 20% growth in key economic indicators [6] Group 4 - The conference showcased diverse practices and innovative outcomes from various cities, illustrating multiple pathways for high-quality urban development [6] - Participants agreed that high-quality urban development encompasses not only economic growth but also social, environmental, and cultural advancements [6]

Group 1 - The core viewpoint of the news is that Suqian City is initiating a three-year action plan to build a new smart manufacturing base in the Yangtze River Delta, focusing on the systematic layout of smart facilities and the development of smart industries [1] - Suqian's municipal government emphasizes the importance of smart manufacturing as a key driver for industrial upgrading and the development of new productive forces, positioning it as one of the five development orientations during the 14th Five-Year Plan period [1] - The city aims to embrace the wave of smart integration with a sense of urgency, encouraging enterprises to treat smart transformation as a top priority and to leverage various support policies for technological upgrades [1] Group 2 - In 2023, Suqian plans to focus on the "619" industrial system, targeting transformation, upgrading, and high-end development, with an emphasis on advanced industries such as embodied intelligent robots, low-altitude manufacturing, and new energy storage [2] - The city will continue to deepen existing advantageous industries like textiles and machinery into high-precision fields while fostering new growth areas in food, fresh-cut flowers, and the digital economy [2] - Suqian will implement a new round of "smart transformation and networking" actions, promoting the construction of "smart factories - data sets - industrial models" [2]

Group 1 - The Beijing Economic-Technological Development Area (BDA) is focusing on strategic emerging industries and future industries by launching a global opportunity list for 2026, which includes 25 innovative application scenarios and 83 high-energy innovation spaces, aiming to create a trillion-yuan mother fund cluster [1][2] - The 25 innovative application scenarios span six key areas: information technology, biomedicine, robotics, new energy, digital economy, and smart cities, with a particular emphasis on promoting organized industrial innovation and talent cultivation in the biomedicine sector [2] - The BDA is establishing a government investment guidance fund with a total scale of 20 billion yuan, targeting leading industries such as new-generation information technology and general artificial intelligence, and has already supported over 100 projects [3] Group 2 - The BDA is committed to talent development by launching a "talent list" and establishing an international talent service port that offers 97 administrative services and 93 living services, enhancing support for both domestic and international talents [4] - A youth talent incubation platform is being built, supported by an initial talent fund of 200 million yuan, providing the first funding for innovation and entrepreneurship, along with housing guarantees for young talents [4] - The BDA is empowering enterprises by allowing them to autonomously recognize talents, facilitating their integration into the talent support system, thereby fostering a conducive environment for innovation [4]

科力股份（920088）今日上涨5.99%，全天换手率23.54%，成交额1.79亿元，振幅5.76%。龙虎榜数据显示，机构净卖出278.60万元，营业部席位 合计净卖出16.54万元。 北交所公开信息显示，当日该股因日换手率达23.54%上榜，机构专用席位净卖出278.60万元。 （原标题：科力股份龙虎榜数据（1月5日）） 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交3317.38万元，其中，买入成交额为1511.12万元，卖出成交额为1806.26万元，合计 净卖出295.14万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖二，买入金额26.90万元，卖出金额305.50万元，合计净卖出278.60万元。 近半年该股累计上榜龙虎榜15次，上榜次日股价平均跌2.15%，上榜后5日平均跌4.96%。（数据宝） 科力股份1月5日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 华泰证券股份有限公司靖江人民中路证券营业部 | 383.53 | 0.00 | | 买二 | 国 ...

Group 1 - The stock of Lifan Holdings (920130) dropped by 8.46% with a turnover rate of 20.54% and a trading volume of 300 million yuan, showing a volatility of 10.77% [1] - Institutional investors net sold 9.9787 million yuan, while the total net selling by brokerage seats amounted to 2.2568 million yuan [1] - The top five brokerage seats accounted for a total transaction of 68.529 million yuan, with a buying amount of 28.1467 million yuan and a selling amount of 40.3823 million yuan, resulting in a net selling of 12.2356 million yuan [1] Group 2 - The leading brokerage seat for buying was China International Capital Corporation with a purchase amount of 5.9651 million yuan and a selling amount of 1.2276 million yuan [1] - The top selling seat was an institutional special seat, which sold 9.9787 million yuan without any buying activity [1] - Other notable selling brokerage seats included Guosen Securities and Guotai Junan Securities, with significant selling amounts of 91.145 million yuan and 50.311 million yuan respectively [1]

激发经营主体创新创业活力 良好的营商环境能够有效降低制度性交易成本，激发经营主体创新创业活力，吸引各类优质要素集聚。 要通过深化"放管服"改革，构建赋能型政府治理模式，为各类经营主体特别是科技型企业营造公平、透 明、可预期的发展环境。 深化行政审批制度改革，提升政策执行的精准度与时效性。"十五五"期间，要全面重构政策兑现流程， 推进政务服务标准化、规范化、便利化。依托数字政府平台，通过大数据比对，实现惠企政策的精准推 送与高效落实。要进一步压缩审批时限，简化审批流程，让数据多跑路、企业少跑腿。树立服务意识， 建立健全对重点新质生产力企业和项目的全周期跟踪服务机制，以政府的诚信与效率稳定企业的发展预 期。 创新监管方式，探索适应新业态的包容审慎监管。要积极探索包容审慎的监管模式，建立健全新业态新 模式的分类分级监管体系。在守住安全底线和防范系统性风险的前提下，为新技术的应用试验、新产品 的推广普及、新模式的探索创新提供必要的观察期和制度空间。 （来源：黑龙江日报） 强化法治保障，稳定经营主体发展预期。新质生产力涉及大量的知识产权、数据产权和股权投资，产权 保护是其健康发展的根本。要坚决依法保护各类所有制企业的产 ...

Group 1 - The three major indices showed mixed performance, with the Shanghai Composite Index rising by 0.13%, while the Shenzhen Component and ChiNext Index fell by 0.58% and 1.25% respectively [1][13] - Institutions are optimistic about the market's upward trend in 2026, driven by the balance between external and internal demand, with expectations of tax policies and subsidies to stimulate domestic consumption [2][14] - The spring market is expected to continue its momentum, supported by historical patterns and potential policy catalysts, including the upcoming Two Sessions and possible visits from international leaders [4][16] Group 2 - Analysts predict that the Federal Reserve will cut interest rates twice in 2026, while the European Central Bank may remain unchanged, and Japan could be the only major central bank to raise rates due to inflation concerns [3][15] - The current market rebound is characterized by a "spring rally," with significant trading activity in small-cap stocks and a high proportion of transactions in popular sectors [6][18] - The focus for the spring market is expected to be on growth and cyclical sectors, with consumer and growth stocks likely to lead the way [7][20] Group 3 - The market is anticipated to experience a "spring rally" driven by favorable policies and innovation in sectors such as digital economy, automotive supply chain, AI applications, and commercial aerospace [12][24] - Short-term positive policies are expected to be implemented post-holiday, which may further support the market's performance [10][22] - The liquidity environment is projected to remain favorable leading up to the Lunar New Year, although some volatility may occur in January [11][23]

Core Viewpoint - Guangdong's tourism and economic performance during the New Year holiday indicates a strong start for 2026, which is crucial for the province's role in national economic stability and growth [2][3]. Group 1: Economic Performance - During the 2026 New Year holiday, Guangdong received 17.875 million tourists, with a daily year-on-year growth of 34.8%, generating tourism revenue of 9.98 billion yuan, a daily year-on-year increase of 39.8% [2]. - In the first eleven months of 2025, Guangdong's industrial added value above designated size grew by 3.2% year-on-year, with manufacturing increasing by 3.4% and automotive manufacturing by 9.9% [3]. - The province has established nine trillion-yuan industrial clusters, with the AI core industry accounting for about one-third of the national total, and the digital economy ranking first in the country [3]. Group 2: Innovation and Technology - Guangdong's innovation capabilities are strong, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first globally in the innovation index according to the World Intellectual Property Organization [4]. - The province is focusing on new mechanisms for technology innovation transformation, enhancing the matching of innovative product supply and market demand [4]. - The launch of the world's first self-navigating mobile aquaculture platform in Zhuhai showcases Guangdong's advancements in integrating AI and robotics into traditional industries [5]. Group 3: Infrastructure and Logistics - Baiyun Airport's third-phase cargo facilities will support the construction of a national logistics hub, while Huizhou Airport has opened its first all-cargo route to enhance logistics efficiency for high-value industries [5]. - In 2025, Guangdong's airports handled over 180 million passengers, ranking first among all provinces, and Guangzhou Metro's total passenger volume exceeded 14 million on December 31, 2025, setting a new record [4]. Group 4: Future Outlook - Guangdong is in a transitional phase, moving from old to new economic drivers, which presents both challenges and opportunities for various industries [6]. - The province aims to implement a new round of high-quality development actions for key industrial chains, focusing on revitalizing traditional industries and accelerating the cultivation of new industries [6].

Core Viewpoint - Daxing District is committed to high-quality development, focusing on strategic planning, industrial growth, reform and innovation, urban-rural integration, and improving people's livelihoods to achieve substantial progress in various sectors in 2025 [1] Industrial Development - Daxing District has identified six major industrial tracks to strengthen its economic foundation, with 1,419 high-quality projects joining its industrial matrix, leading the city in the net increase of regulated enterprises and enterprises migrating from outside Beijing [12][13] - The district is developing a "6+5+3" industrial layout, which includes six major industrial functional zones, five characteristic industrial clusters, and three new development areas to drive high-quality regional growth [13] - The Daxing International Airport Economic Zone aims to become a world-class aviation hub, achieving the fastest growth in cargo import and export volume in the city [13] Urban-Rural Integration - Daxing District promotes urban-rural integration by enhancing the quality of urban areas and developing beautiful rural areas, with projects like the "Garden City Yongding Bay" and various rural tourism initiatives showing significant growth [15][16] - The district is focusing on creating a modern city that balances aesthetics and functionality, with ongoing construction of transportation infrastructure and urban amenities [15] Ecological Development - The district emphasizes ecological development through initiatives like the "Boundary-less Park" to integrate green spaces with urban life, enhancing public spaces and promoting a "park economy" [17] - Daxing is committed to improving its ecological environment, with projects aimed at creating a harmonious living space that combines nature with urban development [17][18] Social Welfare - Daxing District allocates 80% of its government resources to improve people's livelihoods, achieving high rankings in various social welfare indicators [19] - The district has made significant strides in education, healthcare, and social security, enhancing the overall quality of life for its residents [19][20] Future Outlook - Looking ahead to 2026, Daxing District plans to further integrate into the new development framework, focusing on high-quality development and the continued advancement of its industrial layout and urban-rural integration [20]