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无锡“造极”:于产业高处立标杆
Shang Hai Zheng Quan Bao· 2025-12-25 18:50
无锡经开区夜景 作为兼具工商底蕴与现代制造实力的城市,无锡在2024年交出了一份亮眼的产业答卷——规上工业总产 值攀升至2.66万亿元,物联网、集成电路、生物医药等千亿级产业集群持续壮大、拔节生长。药明康 德、先导智能、长电科技等龙头企业,不仅是城市产业实力的象征,更如同强大的磁极,持续吸引着产 业链、资本链和创新链上的关键要素在此汇聚、扎根,形成了"雨林式"生态。 这一切的根基,是无锡打造的"465"现代产业体系。四大地标产业集群——物联网、集成电路、生物医 药、高端装备,构成无锡面向全球竞争的"主力方阵",是城市最鲜明的产业名片。其中无锡物联网产业 集群获评国家首批先进制造业集群,也是物联网领域唯一的国家级先进制造业集群;无锡集成电路产业 先后获批国家集成电路设计产业化基地、国家微电子高技术产业基地、国家"芯火"双创基地等,始终位 列产业发展的"第一方阵"。六大优势产业集群,涵盖高端装备、新材料、新能源、汽车零部件等领域, 如同坚实的"中坚力量",在各领域精耕细作、厚积薄发。而前瞻布局的"5+X"未来产业,如人工智能、 量子科技、低空经济等,则如充满潜能的"新生力量",为无锡下一轮增长积蓄战略动能。 驱动 ...
湖北社保科创基金正式签约,首期规模200亿元
Xin Lang Cai Jing· 2025-12-25 14:15
"湖北发布"微信公众号消息,12月25日下午,湖北社保科创基金在武汉正式签约。湖北社保科创基金由 全国社会保障基金理事会、湖北省、武汉市、中国建设银行共同组建,首期规模200亿元。该基金定位 为落实国家战略的市场化基金,是我国中西部地区首支社保科创基金,将聚焦湖北光电子信息、汽车制 造、生命健康、高端装备等特色产业、优势企业。 ...
平房 13个产品入选省重点新产品
Xin Lang Cai Jing· 2025-12-24 22:54
(来源:黑龙江日报) 转自:黑龙江日报 本报讯(记者薛婧)近日,省工信厅发布了2025年度省重点新产品认定名单。平房区共有12户企业研发 的13个产品成功入选,数量占全市四分之一。这是平房区(哈经开区)在强化企业创新主体地位、培育 发展新动能方面取得的又一显著成果。 近年来,平房区工信科技局始终将科技创新作为引领高质量发展的核心动力,多措并举激发企业创新活 力。本次获得认定的13个省重点新产品,涵盖航空航天、高端装备、新材料、电子信息、智能农机、数 字经济等平房区重点发展的产业领域,普遍具有技术先进、自主知识产权清晰、市场前景广阔、经济效 益和社会效益显著等特点。 据悉,省工信厅将对获得重点新产品称号认定的企业发放实际成交额5%的资金奖励,本次产品获得认 定的企业预计可获得奖补资金共460万元。平房区工信科技局将继续坚定不移实施创新驱动发展战略, 全力支持企业提升创新能力,培育更多具有核心竞争力的新产品、新技术,不断催生新质生产力,赋能 区域工业经济持续健康发展。 ...
基金经理投资笔记 | 2026年资产配置的基准线
Jin Rong Jie· 2025-12-24 22:37
Core Viewpoint - The article discusses the macroeconomic strategies for asset allocation in 2026, emphasizing the importance of understanding economic cycles and the need for wealth management upgrades. The proposed strategy focuses on "risk premium decline, profit increase, and structural differentiation" as a framework for investment decisions [1][2]. Growth Factors - The expected GDP growth rate for China in 2026 is projected at 4.9% for real GDP and 5.2% for nominal GDP, indicating a moderate recovery characterized by a "stable real and rising nominal" trend. This recovery is supported by proactive fiscal policies and monetary easing, which bolster infrastructure and foster new productive capacities [3]. - Corporate profitability is anticipated to improve, with industrial profit margins expected to rise to 5.8%-6.0% and return on equity (ROE) for listed companies increasing to 9.5%-10%. This improvement is driven by supply-side reforms and a recovery in pricing power [4][5]. Inflation Factors - The Consumer Price Index (CPI) is expected to rise moderately to a central value of 0.5% in 2026, while the Producer Price Index (PPI) is projected to turn positive in the third quarter, with an annual average of -0.4%. This reflects a weak recovery in consumption and a gradual alleviation of production pressures [6]. Liquidity Factors - The 10-year government bond yield is expected to remain low, with a "low first, high later" trend. The Loan Prime Rate (LPR) is likely to be reduced by 10 basis points, aligning with growth stabilization policies while avoiding excessive pressure on bank profitability [7]. - The expected range for the USD/CNY exchange rate in 2026 is between 6.80 and 7.15, indicating a "first rise, then stabilize" pattern influenced by U.S. Federal Reserve rate cuts and improved foreign exchange supply-demand dynamics [7]. Asset Allocation Recommendations - Equity assets are likely to enter a "profit-driven" golden period, with a focus on new productive capacities and cyclical goods benefiting from PPI recovery expectations. This shift represents a significant change in risk asset pricing [10]. - The bond market is expected to exhibit "low volatility and narrow fluctuations," with a balanced approach to liquidity and yield. The reduction in LPR is favorable for high-rated credit bonds [10]. - Indirect investment tools such as wealth management products and funds are expected to benefit from the "residential savings migration," serving as a transitional option for conservative investors [10]. - The attractiveness of RMB-denominated assets is expected to increase, suggesting a moderate allocation to RMB-denominated equities and bonds to mitigate single currency risks [11].
江苏新增13家省创新联合体
Xin Hua Ri Bao· 2025-12-24 22:26
本报讯(记者徐冠英)近日,江苏省科技厅确定2025年度13家江苏省创新联合体建设名单。它们联合起高 校院所、产业链上下游企业等约160家创新主体,在人工智能、类脑智能、高端装备、航空航天、生物 医药等新兴产业和未来产业领域开展技术攻关。此前,江苏已分3批建设25家省级创新联合体。 13家创新联合体,分布在南京、苏州、无锡、常州和徐州5个设区市。其中,10家由行业龙头企业牵头 组建,另外3家由国家级创新平台、科研院所等牵头。"江苏省低空安全智能监管关键技术及装备研发创 新联合体"的牵头单位——南京莱斯信息技术股份有限公司,是我国航空运输信息化的开拓者和空管系 统国产化的主力军,隶属于中国电子科技集团有限公司。牵头建设"江苏省高端工程起重机械创新联合 体"的徐州重型机械有限公司,是我国轮式起重机行业的龙头企业、首批国家级制造业单项冠军示范企 业。"江苏省具身智能机器人技术创新联合体"的牵头单位——追觅创新科技(苏州)有限公司,创立于 2017年,成功自研了高速数字马达、智能算法、仿生机械臂等具身智能领域的核心技术。 本批创新联合体面向制约产业发展的"卡脖子"技术、具有先发优势的关键技术、引领未来发展的基础前 沿技 ...
巩固“稳”的基底 开拓“进”的新局——聚焦省委经济工作会议①
Da Zhong Ri Bao· 2025-12-24 01:15
Group 1 - The core viewpoint emphasizes the steady growth and positive trajectory of Shandong's economy, with key indicators showing resilience and improvement [1][2] - In the first eleven months, the province's industrial added value increased by 7.7%, retail sales of consumer goods grew by 5.2%, and foreign trade rose by 4.6% [1] - Shandong is set to become the third province in China and the first in the north to surpass a GDP of 10 trillion yuan, marking significant economic milestones [1] Group 2 - The "six musts" outlined in the Central Economic Work Conference are crucial for guiding Shandong's economic development, focusing on policy support, innovation, and leveraging local advantages [2][3] - The province aims to enhance its economic structure by addressing long-standing issues while also adapting to new challenges, indicating a dual focus on stability and progress [3][4] - The emphasis on "stability" includes maintaining employment, businesses, markets, and expectations, while "progress" involves implementing key industrial projects and fostering new growth drivers [4][5] Group 3 - The service sector is identified as a key engine for economic growth and job creation, with a reported 5.3% increase in revenue from the service industry in the first ten months of the year [5][6] - Despite the growth in the service sector, challenges remain regarding its overall size and quality, prompting calls for targeted strategies to enhance its development [6] - The focus on specific industries, such as wholesale and retail, finance, and transportation, highlights the need for tailored policies to boost service sector performance [6]
总体看 长期向好支撑条件没有变
Si Chuan Ri Bao· 2025-12-24 00:14
Core Viewpoint - The article emphasizes the strong resilience, vitality, and potential of Sichuan's economy, highlighting the need for continued efforts to achieve high-quality development and address various challenges as the province enters the "15th Five-Year Plan" period [3][9]. Economic Performance - In 2025, Sichuan's economy showed a positive recovery trend, with GDP growth rates of 5.5% in Q1, 5.6% in H1, and 5.5% in the first three quarters, improving its ranking among the top ten economic provinces from seventh to fifth [5]. - The province faced challenges such as international trade friction and insufficient domestic demand while undergoing structural adjustments and transformation [5]. Technological and Industrial Development - Sichuan is advancing new productive forces, exemplified by the successful operation of the world's first commercial supercritical carbon dioxide power generation unit [5]. - The province is focusing on technological innovation to drive industrial innovation, implementing the "15+N" key industrial chain strategy and promoting future industry development through major technological projects [6]. Reform and Opening Up - Significant progress has been made in reform and opening up, with 314 reform measures being advanced and notable achievements in state-owned enterprise reforms [6]. - Major events such as the Western China International Fair and the "Belt and Road" technology exchange conference have enhanced Sichuan's openness and international cooperation [6]. Regional Development - The Chengdu-Chongqing economic circle is being strengthened, with improvements in Chengdu's core functions and regional economic support [6]. - Industrial growth has been robust, with 23 consecutive months of double-digit growth in the industrial sector and a steady recovery in the service sector [6]. Social Welfare and Employment - Sichuan has made strides in social welfare, addressing employment for over 2,000 college graduates and improving the living standards of 42,000 disadvantaged individuals [7]. - The province's economic resilience and vitality are reflected in its ability to navigate challenges and achieve significant milestones during the "14th Five-Year Plan" period [7]. Future Opportunities - The "15th Five-Year Plan" period presents new opportunities for Sichuan, with a focus on enhancing its role as a key driver of western development and improving the Chengdu-Chongqing economic circle [9][10]. - The province is expected to benefit from supportive national macroeconomic policies and strategic missions assigned to it, which will facilitate further development [9][10].
德阳经开区:一座产业新城的五年答卷
Si Chuan Ri Bao· 2025-12-23 21:47
STEDE ULLET IIII QUALIFICAL HILD III BA STED ALL I a 11 THE LAND LE STORE LOCK DATE Margi Virgin 兔"个 开心 the n f III 日1 ur II Ther II A ur the with and a 3 115 are 2015 □吕高峰 尹潇 刘鑫 (图片由德阳经开区党群工作部提供) 5年光阴,见证一座产业新城的崛起。 这是一座城市新引擎的奔跑速度:以全市1.5%的面积,贡献了13%以上的地区生产总值。 2025年,德阳经济技术开发区(以下简称德阳经开区)地区生产总值预计达465亿元,全区工业总产值突破1100亿 元大关,较"十三五"末增长超68%,财政总收入、税收总规模分别实现70%和50%以上的增长。 速度背后,是不断优化的经济结构。5年来,德阳经开区产业结构从单一的机械装备优化为高端装备、电子信 息"双轮驱动";市场主体突破31000家,规模以上企业数量5年翻番;在商务部国家级经开区综合发展水平考核评 价中,德阳经开区排名从2021年的全国第82位跃升至2024年的第36位,稳居西部前列。 从技术 ...
今年湖南有891家上市后备企业 科创板后备军占近三成
Xin Lang Cai Jing· 2025-12-23 17:02
分行业来看,制造业仍是湖南省上市后备企业的核心支柱,共有180家,占比约两成。新材料、生物医 药、新一代信息技术、高端装备等战略性新兴产业占比高,显示湖南省在产业升级与科技创新方面的布 局。另外,人工智能领域也有多家后备军,如湖南中车智行科技有限公司、希迪智驾科技股份有限公司 等。 值得注意的是,此次科创板后备库中通过的企业,共有257家,占比约28.8%,多集中在生物医药、新 一代信息技术、高端装备、新材料、新能源等领域。 ■文/视频 全媒体记者 仝若楠 三湘都市报12月23日讯 22日,湖南省委金融办公示了2025年湖南省上市后备企业资源库入库企业名 单,共有891家企业入库,较去年增加了19家。 从地区上来看,长沙市以256家入库企业位居首位,占比约30%;株洲市、郴州市紧随其后,分别有86 家、72家;衡阳市、邵阳市、娄底市、岳阳市的上市后备企业数量超过50家;益阳市、永州市、湘潭市 的上市后备企业数量均突破40家。 ...
外资研发中心落户,深圳将给百万级奖励
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-23 14:32
Group 1 - Shenzhen has introduced new measures to attract foreign investment, focusing on five key areas: promoting high-level opening-up in key sectors, optimizing the business environment, enhancing investment operation convenience, increasing financial support, and improving foreign investment promotion mechanisms [1] - The new implementation measures include 22 specific initiatives, with two new reward measures added, effective from January 1, 2026, for a duration of three years [1][2] - The measures aim to support the establishment of foreign multinational company headquarters and R&D centers, offering significant financial incentives for qualifying entities [2] Group 2 - The new policy provides a one-time reward of up to 8 million yuan for recognized foreign multinational company headquarters that achieve a minimum of 10 million USD in actual foreign investment [2] - For foreign R&D centers, a maximum one-time reward of 1 million yuan is available, with an additional 5 million yuan for those that meet specific investment criteria [2] - The trend indicates a shift in foreign investment towards high-tech sectors such as electronics, communications, and artificial intelligence, while traditional manufacturing sectors are seeing decreased interest [2][3] Group 3 - Since the beginning of the 14th Five-Year Plan, Shenzhen has established 41,000 new foreign-invested enterprises, accounting for 15.7% of the national total, with actual foreign investment nearing 300 billion yuan [3] - In the first ten months of this year, Shenzhen's actual foreign investment reached 29.7 billion yuan, an increase of 8.4% year-on-year, with high-tech industries attracting over 10 billion yuan, representing more than one-third of the total [3] - The growth rate for high-tech manufacturing investment has reached 52.7%, indicating a robust interest in advanced technology sectors [3]