战略性新兴产业
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创业板指十五周年“焕新”再出发 开启创新经济投资新篇章
Zheng Quan Ri Bao· 2025-06-04 16:29
本报记者 田鹏 6月3日,深圳证券交易所及其全资子公司深圳证券信息有限公司发布公告称,根据指数编制规则,将对创业板指实施样本 定期调整,更换其中8只样本。相关调整将于2025年6月16日正式实施。 创业板指自2010年6月1日正式发布以来,已历经十五载。十五年间,创业板指通过持续优化自身结构,更好地反映创业板 市场的整体表现与发展趋势。据统计,叠加本次调整,指数样本股已累计历经逾50次调整。 南开大学金融学教授田利辉在接受《证券日报》记者采访时表示,创业板指样本调整反映出强化新质生产力布局、提升指 数代表性与流动性、服务国家战略安全需求的市场趋势与政策导向;在资源配置层面,样本调整发挥着引导资金流向高成长领 域、深化市场优胜劣汰机制、增强指数投资功能的作用,助力优质企业成长,优化市场生态,促进资本市场良性循环。 纳新提质 随着新样本股的纳入,创业板指将更精准地锚定新质生产力发展方向。数据印证,新一期样本在研发创新与制度适配层面 均实现显著跃升:2024年样本企业研发投入平均增幅达10%,22家企业研发投入均超10亿元;注册制样本公司数量达17家,权 重提升至7%,为指数注入强劲创新动能与制度活力,使其更契合资 ...
新一轮金融支持政策下的重点投资方向与项目谋划
Sou Hu Cai Jing· 2025-05-23 10:12
Core Viewpoint - The Chinese government has introduced a series of financial policies aimed at stabilizing the market and boosting confidence, focusing on supporting the real economy and addressing potential risks in specific sectors like real estate and small and medium enterprises [1] Key Investment Directions - Strategic emerging industries will be a core pillar for future development, with emphasis on sectors like artificial intelligence, quantum technology, and new energy vehicles, supported by specialized credit mechanisms and insurance funds for technology investments [2] - The digital transformation of the manufacturing sector will be prioritized, particularly through the "AI+" initiative, enhancing smart manufacturing and industrial internet platforms [3] - Infrastructure development will focus on green and low-carbon projects, with financial support for green infrastructure and resource recycling initiatives [4][5] - Agricultural modernization and rural revitalization will receive continued policy support, including increased funding for agricultural machinery updates and rural environment improvements [6] - The healthcare sector will see investments aimed at enhancing medical service capabilities, including the modernization of medical equipment and facilities [7] - Education modernization will be supported through funding for updating teaching equipment and improving cultural and sports facilities [8] Emerging Characteristics in Key Industries - In the industrial sector, funding will focus on equipment updates and smart transformations in traditional industries like steel and non-ferrous metals, aligning with national policies for industrial modernization [9] - The environmental sector will play a crucial role in the green transition, with investments in advanced low-carbon technologies and projects aimed at improving waste management and pollution control [10][11] - The agricultural sector will continue to receive support for machinery updates and technological innovations, enhancing productivity and income for farmers [12] - The healthcare sector will benefit from policies aimed at upgrading medical equipment and enhancing healthcare service delivery [13] - The education sector will see increased funding for updating educational facilities and equipment, supporting the modernization of teaching and research [14] - The digital asset management sector will receive comprehensive financial support, promoting the development of the digital economy [15][16] Diverse Funding Support Types - The introduction of long-term special bonds and local government bonds will provide significant funding for infrastructure and development projects, with a focus on new and emerging industries [17][18] - The scale of local government special bonds is set to reach 4.4 trillion yuan in 2025, reflecting the government's commitment to infrastructure investment and economic stability [18][20] - Central budget investments are projected to increase to 735 billion yuan in 2025, targeting major construction projects and public services [21] Project Planning Recommendations - The new financial policies present opportunities for reduced financing costs and improved access to funding in key sectors such as technology innovation and green development [22] - Companies should align their investment strategies with national priorities, focusing on emerging industries and sectors supported by government policies [26] - Utilizing policy-driven financing tools and enhancing core competitiveness will be essential for companies to thrive in the evolving economic landscape [28]
战新产业A股接近2700家 私募股权创投基金在投本金超过4万亿元
Shen Zhen Shang Bao· 2025-05-22 18:10
Group 1 - The number of companies in strategic emerging industries listed on the Shanghai and Shenzhen stock exchanges is approaching 2,700, accounting for over 40% of the market capitalization [1] - More than 90% of new listings on the Sci-Tech Innovation Board, Growth Enterprise Market, and Beijing Stock Exchange in 2024 will belong to strategic emerging industries or high-tech enterprises [1] - The conditions for technology companies to go public have become more accommodating, with multiple listing paths established for unprofitable companies, red-chip companies, and those with special voting rights [1] Group 2 - Since the introduction of the "merger and acquisition six guidelines," listed companies have actively planned mergers and acquisitions, resulting in over 1,400 disclosed asset restructurings, a year-on-year increase of over 40% [1] - The number of major asset restructurings has exceeded 170, showing a year-on-year increase of over 220% [1] - Approximately 650 asset restructurings have been disclosed by companies in strategic emerging industries, with over 80 being major restructurings [1] Group 3 - Since the implementation of the registration system reform, 90% of companies listed on the Sci-Tech Innovation Board and Beijing Stock Exchange, and over half of those on the Growth Enterprise Market, have received investments from private equity and venture capital funds [2] - The scale and proportion of investments from private equity and venture capital funds in strategic emerging industries continue to rise, with over 100,000 projects currently funded and total investment exceeding 4 trillion yuan [2] - The bond market has become an important channel for direct financing for technology companies, with cumulative issuance of Sci-Tech bonds reaching 1.2 trillion yuan [2] Group 4 - In 2024, 539 Sci-Tech bonds were issued, with a total issuance scale of 610 billion yuan, representing a year-on-year increase of 64% [2] - The funds raised are primarily directed towards cutting-edge fields such as semiconductors, artificial intelligence, new energy, and high-end manufacturing [2]
安徽推动新兴产业培育提质增效
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-20 07:15
为推动科技创新与产业创新深度融合,加快打造具有重要影响力的新兴产业聚集地,安徽省人民政府办 公厅近日印发《安徽省人民政府关于推动新兴产业"双招双引"和产业培育提质增效(2.0版)的意见》 (以下简称《意见》)。 到2030年实现百亿规模集群县域全覆盖 《意见》提出,安徽将打造产业集聚新高地。 一是提升新兴产业集群能级。实施战略性新兴产业集群发展工程,推动资源集聚、主体集中、成果集 成,深化产业内、产品内专业分工。以产业链为主导,以企业为主体,建立跨区域产业协作机制。开展 省级新质生产力产业基地示范创建,打造引领新质生产力发展的主阵地。力争到2030年,打造省级示范 基地90个以上、国家级产业集群10个以上。实施先进制造业集群梯度培育工程,培育省级先进制造业集 群30个以上。加快引育总部型龙头企业,开展小微企业育苗行动,培育一批产业集群"配套专家"企业, 构建"龙头+配套"企业生态圈。 二是壮大县域特色产业规模。各县(市、区)以开发区为主要载体,发挥比较优势,选准1~2个主导产 业,打造一批规模体量大、延伸配套好、支撑带动强的特色产业集群,力争到2030年实现百亿规模集群 县域全覆盖。以做大规模、做长链条、做优 ...
【省人力资源社会保障厅】陕西推动人力资源服务业与制造业等实体经济深度融合
Shan Xi Ri Bao· 2025-05-20 00:32
Group 1 - The core viewpoint of the news is that the Shaanxi Provincial Human Resources and Social Security Department, along with six other departments, has issued a notice to strengthen the integration of the human resources service industry with the manufacturing and other real economy sectors to promote high-quality development [1][2] - Shaanxi aims to deeply integrate human resources service institutions into trillion-level industrial clusters such as advanced manufacturing, modern energy, strategic emerging industries, and cultural tourism, providing precise and professional services [1] - The province plans to enhance talent recruitment and training in manufacturing by establishing strategic agreements with key enterprises in 34 major manufacturing industry chains and creating talent service bases [1][2] Group 2 - Shaanxi supports the evaluation of professional titles in human resources management for manufacturing enterprises, allowing for direct applications for senior titles for high-level overseas talents and urgently needed professionals [2] - The province intends to accelerate the construction of specialized and industry-specific talent markets and form recruitment coalitions to address seasonal and structural labor shortages in the manufacturing sector [2] - Shaanxi will promote collaboration between human resources service institutions and educational entities to establish training bases, offering services such as simulation training, talent assessment, and career planning [2]
海南省高质量发展取得明显成效
Hai Nan Ri Bao· 2025-05-13 01:40
Group 1 - The fifth national economic census in Hainan Province shows significant growth in the number of units in the secondary and tertiary industries, leading to increased employment [1] - By the end of 2023, there were 174,000 legal entities engaged in secondary and tertiary industries, an increase of 74,000 from the end of 2018 [1] - The top three industries by the number of legal entities in the secondary and tertiary sectors are wholesale and retail (39,000), rental and business services (37,000), and construction (18,000) [1] Group 2 - The total assets of legal entities in the secondary and tertiary industries reached 88,627.4 billion yuan by the end of 2023 [2] - In 2023, the total operating income of legal entities in the secondary and tertiary industries was 34,335.8 billion yuan [2] - There were 11,761 legal entities in the core digital economy sector by the end of 2023, employing 78,284 people and generating an operating income of 2,224.8 billion yuan [2] Group 3 - By the end of 2023, there were 139 legal entities in strategic emerging industries in the scale above industrial enterprises and 290 in the scale above service enterprises [2] - The high-tech manufacturing sector had 76 legal entities, generating an operating income of 289.6 billion yuan, while the high-tech service sector had 322 legal entities with an operating income of 1,117.4 billion yuan [2]
《四川品牌发展报告2025》发布 四川品牌矩阵规模持续壮大
Si Chuan Ri Bao· 2025-05-12 07:13
Core Insights - The report titled "Sichuan Brand Development Report 2025" was released during the "Charming Tianfu Brand Night" event, highlighting the achievements and strategies for brand development in Sichuan province [1][2] - Sichuan's six major advantageous industries, high-tech manufacturing, and green low-carbon industries saw value-added growth rates of 6.9%, 8.4%, and 10.2% respectively, with emerging industries like artificial intelligence and biotechnology growing over 20% [1] - The province's retail sales of consumer goods ranked fifth nationwide, and its import-export total grew by 9.4%, returning to a scale of over 1 trillion yuan [1] Industry Development - Sichuan's brand matrix is expanding, with the establishment of three trillion-yuan industry clusters, three national strategic emerging industry clusters, five advanced manufacturing clusters, and 15 national-level characteristic industry clusters for small and medium enterprises [2] - The province is home to three local Fortune Global 500 companies, 19 Chinese Fortune 500 companies, 486 national-level specialized and innovative "little giant" enterprises, and 29 manufacturing "single champion" enterprises [2] - The development of brands in Sichuan is expected to benefit from a golden window period, particularly with the rise of artificial intelligence as a leading technology [2]
奋战二季度 确保“双过半”丨鹤壁 向新力中挖潜力
He Nan Ri Bao· 2025-05-10 23:14
Economic Performance - In the first quarter, Hebi's GDP grew by 6.4%, surpassing the provincial average by 0.5 percentage points, indicating a strong start to the year [1] - The industrial economy in Hebi showed steady improvement, with the added value of industrial enterprises above designated size increasing by 8.3%, and high-tech industries seeing growth rates of 19% and 15.8% for high-tech and strategic emerging industries respectively [1] Investment and Projects - A total of 68 projects were signed during various industrial summits in April, including significant initiatives in SAR satellites and magnesium-based solid-state hydrogen storage, which are expected to enhance the city's industrial chain and attract investment from key regions such as Beijing-Tianjin-Hebei and the Yangtze River Delta [2] - The city aims to sign over 100 projects worth more than 100 million yuan in the first half of the year, focusing on its "3+3" leading industries and innovative investment models [3] Agricultural Development - During the busy spring farming season, Hebi is prioritizing agricultural management to ensure stable summer grain production, including monitoring crop conditions and implementing pest control measures [3] Consumer Market Initiatives - Hebi plans to launch special actions to boost consumption, including trade-in programs for consumer goods and promoting nighttime economy through cultural and historical sites [3] Strategic Goals - The city is focused on high-quality development and aims to maintain its positive economic trajectory in the second quarter, which is seen as a critical period for achieving annual economic targets [2]
一季度杭州GDP达5715亿元 同比增长5.2%
Zhong Guo Xin Wen Wang· 2025-04-28 17:43
Economic Overview - Hangzhou's GDP reached 571.5 billion yuan in Q1, with a year-on-year growth of 5.2% [1] - The primary industry added value was 5.3 billion yuan, growing by 2.5%; the secondary industry added value was 129.1 billion yuan, growing by 5.8%; the tertiary industry added value was 437.1 billion yuan, growing by 5.0% [1] Industrial Performance - The industrial output value above designated size in Hangzhou was 107.3 billion yuan, with a year-on-year increase of 7.0%, accelerating by 3.0 percentage points compared to the previous year [3] - High-tech industries, strategic emerging industries, and equipment manufacturing saw added values grow by 9.0%, 9.4%, and 11.6% respectively, surpassing the overall industrial growth by 2.0, 2.4, and 4.6 percentage points [3] Consumer Market - The total retail sales of consumer goods in Hangzhou reached 207.5 billion yuan, with a year-on-year growth of 6.3%, accelerating by 3.5 percentage points compared to the previous year [3] - Retail sales of automobiles reached 29.8 billion yuan, growing by 16.8%, with new energy vehicles increasing by 69.6%; communication equipment retail sales grew by 134.1%; home appliances and audio-visual equipment retail sales grew by 48.1% [3] Trade and Investment - The total import and export value in Hangzhou was 210.3 billion yuan, with a year-on-year growth of 10.8%, accelerating by 4.4 percentage points compared to the previous year [4] - Private enterprises exported 111.5 billion yuan worth of goods, growing by 19.3%, accounting for 75.8% of total exports; exports of electromechanical products and high-tech products grew by 17.3% and 13.2% respectively [4] - Industrial investment in Hangzhou grew by 14.6% in Q1, with manufacturing investment increasing by 12.9%; key manufacturing sectors such as general equipment manufacturing, electrical machinery, and automotive manufacturing saw investments grow by 38.6%, 45.2%, and 30.1% respectively [4]
一季度甘肃省经济运行稳中向好、稳中向优
Sou Hu Cai Jing· 2025-04-23 10:39
2025年甘肃省 : " 08 ATIS 全省经济运行呈现 稳中向好、稳中向优的 良好态势 主要经济指标增速好于预期 实现良好开局 新媒体集团 NSU NEW MEDIA GROUP 2025年甘肃省 !! 0001712 季度,全省地区生产总值 1757 按不变价格计算,同比增长 第一产业增加值 199.1亿元 增长6.6% 第二产业增加值 1022.7亿元 增长8.1% 增速均居全国前列 第三产业增加值 1896.9亿元 增长5.2% 1 /0 聞新媒体集团 2025 甘肃省 !! 000 A12 国定资产投资 较快增长 高技术产业投资 培势良好 全省固定资产投资9.9% 比去年全年 提高6.7个百分点 增速居全国第8 基础设施投资 增长11.5% 自2024年4月以来首次正增长 新媒体集团 2025 甘肃省 :: 0001712 外贸站HHO 等公司好 tHO! H向丛库下 新媒体集团 SU NEW MEDIA GROUP 2025 甘肃省 :: 0001712 居民收入较快增长 农村居民收入 增长快于城镇居民 全省全体居民 人均可支配收入 7182元 同比增长 6.5% 增速居全国第3 按常住地分 城 ...