10月15日上午，"百万英才汇南粤"2025年N城联动秋季招聘辽宁专场在大连理工大学启幕。这场跨越山 海的人才之约，不仅是广东面向全国广纳贤才的系列行动之一，更是粤港澳大湾区建设高水平人才高 地、构筑现代化产业体系的关键举措。 今年秋招，广东全力推进"万企进百校"，向广大优秀高校毕业生发出诚挚的"湾区请柬"，以具有竞争力 的岗位与薪酬，在全国重点高校开展N城联动秋季招聘活动，开启一场发展与人才的"双向奔赴"—— 引才地图"精准匹配" 高校优势对标重点产业集群 翻开本次招聘的企业岗位目录，就是一张广东产业"家底"与辽宁高校学科优势深度耦合的"引才地图"。 作为全国制造业大省和区域创新领头羊，广东拥有31个制造业大类、9个万亿元级产业集群，更孕育了 1970多万户经营主体、870多万家企业。 这里不仅是全国区域创新能力连续八年领跑的创新高地，更汇聚了7.7万家高新技术企业、超3万家专精 特新中小企业和5万家创新型中小企业。创新生态优、人才需求旺、发展空间广，已成为南粤大地的鲜 明标识。 而中山是产业链配套最完整、最便捷的大湾区城市之一，在39个工业大类中占据33个，装备制造、电子 信息、白色家电3个千亿级以及灯饰 ...

Revenue and Fiscal Analysis - The U.S. government is projected to have a fiscal revenue of $5.23 trillion for FY 2025, an increase of approximately $310 billion compared to FY 2024, largely due to tariff revenue contributing about $120 billion, a growth of approximately 150%[3] - Fiscal spending is expected to grow by 4%, with net interest payments exceeding $1 trillion for the first time, leading to an increase in the deficit by $110 billion compared to FY 2024[4] Tax and Tariff Challenges - The "OBBBA" tax reduction effects are anticipated to be contractionary in 2025, with significant impacts expected only in 2026, while potential legal challenges to tariffs could reduce revenue by at least $200 billion annually[4] - Tariff revenues from April to September 2025 are estimated at around $90 billion, which could be reversed if tariffs are deemed illegal[4] Revenue Generation Strategies - The administration is focusing on "opening up new sources of revenue" by increasing tariffs and pricing public goods, such as defense spending, to generate income[5] - Innovative strategies include government equity stakes in companies, export fees on sensitive products, and transaction fees for government-facilitated deals, exemplified by a proposed 15% fee on AI chip exports to China[7][8] Immigration and Visa Fees - The introduction of high fees for immigration services, such as $1 million for a green card and $100,000 for H-1B visas, could generate an estimated additional revenue of $7.7 billion annually[8] Economic Implications - The administration's approach reflects a shift towards "state capitalism," where government support for industries translates into revenue-sharing arrangements, potentially impacting long-term economic growth expectations[9] - The strategy aims to balance inflation and debt management while maintaining a weak dollar and long-term U.S. Treasury yields as market characteristics[10]

天津东丽：科技创新驱动产业升级 237项成果落地转化 中新网天津10月15日电 (江莹)在14日举行的天津市政府新闻发布会上，东丽区委书记贾堤介绍，该区通 过科技创新推动产业升级，已有237项科技成果成功实现从实验室到生产线的转化。 贾堤表示，天开东丽园自开园以来，成立了天津市低空经济产业联盟，设立5亿元专项引导基金，配套 服务设施完善，新增运营载体3.68万平方米。围绕低空经济、航空航天等主导产业，已吸引202家科技 型企业入驻。 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 在对外开放方面，东丽区深化与上合国家经贸合作，3000多个中国制造产品覆盖中亚市场，其中，同乌 兹别克斯坦的贸易额近4亿元。五年来，全区外贸进出口额年均增长15.6%。 同时，东丽区推进国企改革、经开区改革等一系列举措，破解发展体制机制障碍。今年上半年，园区规 上工业增加值增长11%，财政收入增长24.2%。(完) 来源：中国新闻网 编辑：王永乐 广告等商务合作，请点击这里 ...

Core Viewpoint - The Tianjin Dongli District is making significant progress in achieving high-quality development during the "14th Five-Year Plan" period, focusing on industrial strength, innovation, reform, and improving people's livelihoods [5][14]. Group 1: Industrial Development - Dongli District emphasizes the importance of a strong manufacturing base, with manufacturing value added accounting for over 30% of GDP. The district has focused on the aerospace industry, achieving a 60% year-on-year growth in the aerospace industry chain's output value over the past two years [7]. - The district has cultivated three hundred billion-level industrial chains in new energy vehicles, light industry, and high-end equipment, with the new materials industry cluster's output nearing 500 billion. Strategic emerging industries now account for 30.8% of industrial output, an increase of 10.2 percentage points from the end of the "13th Five-Year Plan" [7]. Group 2: Innovation and Technology - Dongli District leverages its rich scientific and technological resources to drive innovation, establishing a vibrant innovation ecosystem. The establishment of the Tianjin Low-altitude Economy Industry Alliance and a 500 million yuan special guidance fund has attracted 202 technology-based enterprises [9]. - The district has seen the addition of 226 national high-tech enterprises, bringing the total to 608, and the number of specialized and innovative enterprises has reached 133. The technology contract transaction volume has doubled to 430 billion yuan, with R&D expenditure accounting for 3.9% of GDP [9]. Group 3: Reform and Opening Up - The district has implemented various reforms, including state-owned enterprise reforms and economic development zone reforms, to remove institutional barriers to development. The Dongli Economic Development Zone has seen an 11% increase in industrial output value and a 24.2% increase in fiscal revenue in the first half of the year [11]. - The district has enhanced foreign trade, with an average annual growth rate of 15.6% in foreign trade import and export over the past five years, and established a China trade headquarters for Uzbekistan's largest consortium [11]. Group 4: Social Welfare and Livelihood - The district prioritizes improving residents' quality of life, with 95,500 new jobs created and 43,000 relocated residents provided with housing. The construction of 15 kindergartens and 14 primary and secondary schools has added 21,000 educational slots [13]. - Dongli District has implemented community-based governance initiatives, establishing mediation rooms in all 109 communities to enhance local services and resolve conflicts [13].

Core Insights - The article emphasizes the importance of identifying undervalued opportunities in the hard technology sector amidst a consensus-driven investment landscape [2][5] - It highlights the shift in focus from popular sectors like humanoid robots and commercial aerospace to deeper, less recognized areas such as industrial automation and energy supply-side innovations [2][5] Group 1: Investment Opportunities - Investment institutions are looking at opportunities arising from de-globalization, particularly in industrial automation and energy supply-side technology restructuring [2][5] - There is a significant potential for Chinese smart manufacturing to expand internationally, filling gaps left by Western suppliers [2][9] - The article discusses the disruptive potential of satellite internet and next-generation computing architectures [2][10] Group 2: Insights from Industry Experts - Experts at the DEMO CHINA event shared insights on avoiding overheated sectors and focusing on undervalued opportunities in manufacturing [4][8] - They noted the challenges faced by companies going overseas, including longer cash flow cycles, which can range from 6 months to 2 years [8][9] - The discussion included the importance of aligning investment strategies with industry trends and technological advancements [5][11] Group 3: Non-Consensus Investment Strategies - The article stresses the value of identifying non-consensus investment opportunities that can lead to significant returns [5][10] - Examples include investments in quantum computing and GPU companies, which were initially seen as non-consensus but have since gained traction [10][11] - The importance of understanding unique insights and market dynamics to make informed investment decisions is highlighted [11][12]

Core Viewpoint - The A-share market is experiencing a rebound, with the Shanghai Composite Index returning to 3900 points, while the aerospace and defense sector shows signs of recovery amid a broader market uptrend [1][2]. Group 1: Market Performance - As of 14:19 on October 15, the aerospace and defense ETF (159227) narrowed its decline to 0.84%, with a trading volume of 1.04 billion yuan, maintaining its position as the largest in its category [1]. - The military industry is characterized by strong planning, with the five-year plan significantly influencing market expectations and operations [2]. Group 2: Industry Outlook - The latest scale of the aerospace and defense ETF (159227) reached 1.356 billion yuan, making it the largest in the market for aerospace and defense ETFs [2]. - The military industry is expected to see a clearer development direction in the next three to five years as the "14th Five-Year Plan" is implemented, potentially leading to a new round of order cycles and a recovery in the overall industry chain [2]. - Demand for military equipment is projected to maintain a growth trend over an extended period, with the gradual implementation of the "14th Five-Year Plan" presenting new development opportunities for China's military industry [2]. - The aerospace and defense ETF closely tracks the National Aerospace Index, with a high concentration of 98.2% in the primary military industry, covering key sectors such as aerospace equipment, satellite navigation, and new materials [2].

Core Viewpoint - Hainan Free Trade Port aims to attract high-quality foreign investment through three main attractions: policy system, industry direction, and business environment [1][3][5] Group 1: Policy System Attraction - Hainan Free Trade Port offers unique "double 15%" tax incentives for corporate and personal income tax, along with "zero tariffs, low tax rates, and simplified tax systems" [3][4] - After customs closure, the "zero tariff" list will expand, increasing the proportion of "zero tariff" goods from 21% to 74%, covering approximately 6,600 product tax codes [3][4] - The province has the shortest negative list for foreign investment and encourages a wide range of foreign investment categories, maintaining the highest number of encouraged industries in the country [4] Group 2: Industry Direction - The development strategy focuses on a modern industrial system characterized by four leading industries, five growth directions, three consumption articles, and two innovation islands, targeting emerging fields such as new energy vehicles, biomedicine, aerospace, and seed technology [4] - Hainan invites foreign enterprises to participate in the construction of these future sectors, emphasizing the opportunity to invest in China's growth potential [4] Group 3: Business Environment - Hainan is committed to creating an international, legal, and convenient business environment, establishing a "direct access" mechanism for key foreign investment projects and a "single window" for international investment services [5] - The province aims to enhance intellectual property protection and ensure that foreign entrepreneurs feel welcomed and supported in their business endeavors [5] - In the first eight months of the year, Hainan saw a 7.2% increase in newly established foreign enterprises, totaling 1,297, and a 50.4% increase in actual foreign investment, amounting to 17.063 billion yuan [5]

Group 1 - The 7th China Tianjin International Helicopter Expo will be held from October 16 to 19 in Tianjin Binhai New Area, showcasing new technologies, products, and achievements in the fields of helicopters, drones, and low-altitude economy [1][5] - The exhibition area covers a total of 160,000 square meters, including 25,000 square meters of indoor exhibition hall, 20,000 square meters of outdoor exhibition area, and 60,000 square meters of flight observation area, with a new 5,000 square meter low-altitude economy pavilion [1] - A total of 52 aircraft, including 38 helicopters, will be exhibited, featuring major models such as the Army Z-10, Z-20/20T, Aviation Industry AC312E, AC311A, Leonardo AW139, and Airbus H135 [5][7] Group 2 - The exhibition aims to enhance market share for participating companies and create a comprehensive, mutually beneficial industrial development environment [6] - Major global helicopter manufacturers have been invited to participate, providing an important platform for communication and cooperation among global helicopter research teams, manufacturers, suppliers, and operators [7] - The event reflects the industry's shift from traditional helicopter equipment to innovative products that meet diverse usage scenarios, aligning with the overall trend of low-altitude economic development [3]

Core Viewpoint - The establishment of a specialized center for small and medium-sized enterprises (SMEs) in Guangzhou aims to foster a "tropical rainforest" style of industrial cluster development, enhancing collaboration and support for SMEs [1] Group 1: Service Plan Overview - The Guangzhou SME characteristic industrial cluster service plan was launched, focusing on a comprehensive service system built around six dimensions [1] - The plan includes initiatives for strong chain and supplementary chain development, such as hosting "cluster interconnection" matchmaking events [1] - It emphasizes the construction of innovation platforms by integrating resources from provincial laboratories and pilot testing platforms to create a "cluster navigator resource pool" for supporting cluster enterprises [1] Group 2: Addressing SME Pain Points - The service plan proposes targeted measures to address the pain points of SMEs, including promoting a "zero-carbon standard + technology demonstration" model to assist companies in reducing energy costs [1] - Financial services will be enhanced through collaboration with industry funds, banks, insurance, and guarantee institutions to develop specialized financial service products [1] - The plan also aims to facilitate global market connections for enterprises through initiatives like "cluster going abroad" matchmaking and regional collective trademark registration [1]

来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 10月15日收盘：美股涨跌不一，特朗普言论导致标普500指数收跌 10月15日美股成交额前20：美银证券下调英特尔评级 周二热门中概普跌，台积电跌2.29%，阿里巴巴跌2.37% 周二油价下跌逾1% 受贸易紧张局势与IEA报告影响 纽约期金涨约0.7%，亚太午盘创历史新高、逼近4200美元，纽约铜跌超2.6% 欧洲主要股指多数收跌 宏观 特朗普称战事已结束，但中东和平之路仍脆弱 特朗普向遭枪杀的政治盟友柯克追授总统自由勋章 特朗普：若米莱败选 美国不会对阿根廷慷慨 鲍威尔暗示再次降息 因招聘疲软加剧失业率上升风险 美司法部从柬埔寨大型"杀猪盘"骗局中没收150亿美元比特币 法国总理勒科尔尼赢得来自社会党的关键支持 印度押注2170亿美元核能计划 公司 用AI节约成本！高盛通知员工：今年计划进行新一轮裁员 Meta移除疑似用于针对移民海关执法局探员的Facebook主页 LVMH三季度营收意外增长1%，丝芙兰表现抢眼，ADR大涨8% 谷歌在印度南部砸下150亿美元建数据中心，打造美国之外最大AI枢纽 Tricolor事件恐非孤例 摩 ...