Group 1: New Infrastructure Investment - Increasing investment in new infrastructure and emerging industries has become a crucial measure for stabilizing the economy [1] - Various regions are implementing measures to expand effective investment, focusing on new infrastructure and strategic emerging industries [1][2] - The investment scale for new infrastructure during the 14th Five-Year Plan period is expected to exceed 15 trillion yuan [3] Group 2: Strategic Emerging Industries - Development of strategic emerging industries is key to achieving the transformation of old and new growth drivers [5] - Policies are being leveraged to support leading enterprises in enhancing supply chain capabilities within the Beijing-Tianjin-Hebei region [5] - There is a focus on attracting foreign investment in advanced manufacturing and strategic emerging industries to support digital, marine, green, and cultural tourism economies [6]

Core Insights - The article discusses the recent policy briefing by the Rizhao municipal government regarding the "Action Plan for Strengthening Technological Innovation to Promote New Quality Productivity Development" [1] Group 1: Action Plan Overview - The Action Plan focuses on six key initiatives: strengthening innovation space, nurturing innovation entities, sourcing innovative technologies, supporting innovation platforms, cultivating innovative talent, and empowering through technology finance [1] - The plan aims to cultivate over 400 national high-tech enterprises and provincial-level specialized and innovative enterprises, as well as over 2,000 technology-based and innovative SMEs within three years [1] - It also targets the establishment of more than 30 provincial-level innovation platforms and the introduction of 300 innovation and entrepreneurship teams [1] Group 2: Traditional Industry Transformation - The Action Plan outlines a "renewal" path for traditional industries, emphasizing high-end steel materials and intelligent manufacturing in the steel industry, as well as green and low-carbon development [1] - In the chemical industry, the focus is on reducing oil usage, increasing chemical production, and advancing fine chemicals and biomass resource utilization [1] - The paper and pulp industry aims to replace plastics with paper, develop paper fibers and specialty papers, and enhance energy conservation and resource recycling [1] Group 3: Emerging and Future Industries - The Action Plan identifies emerging and future industries as key areas for economic development, with a focus on new generation information technology, biomedicine, and low-altitude economy [2] - The information technology sector will concentrate on integrated circuits, micro-nano manufacturing, embodied intelligence, IoT, and software services [2] - The biomedicine sector will focus on synthetic biology, high-end medical devices, and drug research and development [2] - The low-altitude economy will prioritize breakthroughs in eVTOL and drone technology, manufacturing of key components, and low-altitude flight services [2]

来源：中国新闻网 编辑：张嘉怡 广告等商务合作，请点击这里 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。 2025年以来中国A股市场科技股行情表现亮眼 科创综指年内涨幅达22% 中新网上海8月11日电 (高志苗)记者11日从上海证券交易所获悉，2025年以来，中国A股市场科技股行 情表现亮眼，科创板凭借政策扶持与技术突破的双重优势，成为本轮科技股上涨的核心载体。截至8月 11日，科创综指年内涨幅达22%，大幅领先沪深300、上证50、创业板指数等宽基指数。 科创板成为本轮科技股行情的中流砥柱。截至目前，科创板上市公司数量达589家，总市值超7万亿元 (人民币，下同)。科创板新一代信息技术、生物医药、高端装备制造等新兴产业公司占比超八成，人工 智能、低空经济、基因治疗等前沿细分领域均有公司布局，构建起服务新质生产力发展的产业生态。 科创板"硬科技"企业的行业定位与高成长潜力，为本轮科技股上扬行情提供了重要支撑。以AI(人工智 能)领域为例，随着国产大 ...

Group 1 - The core driving force of economic growth and industrial transformation is technological innovation, which has been recognized by the capital market as a significant trend [1] - Since 2025, the A-share market has seen a remarkable performance in technology stocks, with the Sci-Tech Innovation Board (STAR Market) becoming the main platform for this surge due to policy support and technological breakthroughs [1] - As of August 11, 2025, the STAR Market Composite Index has increased by 22% year-to-date, significantly outperforming broader indices such as the CSI 300 and the SSE 50 [1] Group 2 - The STAR Market has established itself as a pillar of the current technology stock rally, with the number of listed companies reaching 589 and total market capitalization exceeding 7 trillion yuan [2] - Over 80% of companies on the STAR Market are in emerging industries such as new-generation information technology, biomedicine, and high-end equipment manufacturing, contributing to a robust industrial ecosystem [2] - The AI sector has seen significant capital expenditure growth, with the STAR AI and STAR Chip indices recording cumulative increases of over 109% and 95% respectively since September 24 of the previous year [2] Group 3 - The "KOT" valuation logic is gaining traction in the capital market, supported by the development advantages of "reform, innovation, going global, and mergers and acquisitions" [3] - The recent upward trend in STAR Market indices reflects the market's positive response to the "KOT" valuation logic, bolstered by a series of reforms aimed at enhancing the adaptability of quality technology enterprises [4] - The introduction of the "1+6" policy measures in June 2025 has created a growth layer for technology companies that have significant breakthroughs but are currently unprofitable, providing more investment opportunities [4]

Group 1 - The central political bureau meeting emphasized enhancing the attractiveness and inclusiveness of the domestic capital market, focusing on optimizing the current market ecology and serving the deep-seated needs of the real economy [1] - The total market value of A-shares has surpassed 100 trillion yuan this year, with major stock indices showing a continuous upward trend, indicating a more active market driven by improved investor returns [1] - The quality of listed companies is crucial for market investment returns, and there is a need to enhance their investment value while optimizing regulatory systems and encouraging self-management [1] Group 2 - The concept of inclusiveness is linked to embracing various enterprises, particularly those in new technologies and industries, with recent reforms in the Sci-Tech Innovation Board aimed at opening capital markets to high-potential, albeit unprofitable, companies [2] - The revenue compound growth rates for new generation information technology and new materials companies have reached 12.5% and 17.9% respectively over the past five years, indicating a shift towards high-quality capital market structures [2] - The interdependence of attractiveness and inclusiveness is highlighted, where high-quality companies attract long-term investments, enabling the market to accept more innovative firms [3] Group 3 - The current global financial market is influenced by U.S. tariff policies, presenting uncertainties for China's capital market, which necessitates a comprehensive approach to investment and financing reforms [3] - Establishing a resilient market through a virtuous cycle of "technology-industry-finance" is essential for providing strong momentum for China's economic growth [3]

Core Viewpoint - The article discusses the significance of the "Guiding Opinions on Financial Support for New-Type Industrialization," which aims to inject financial resources into China's new industrialization efforts, focusing on 18 targeted support measures [1]. Group 1: Positive Impacts of the Opinions - The Opinions provide financial "lifeblood" to promote new industrialization by increasing the supply of financial resources, especially medium- and long-term funding [13]. - It emphasizes the need for a comprehensive financial product and service system, including support for technology transfer and encouraging intellectual property pledge financing [13]. - The Opinions serve as an action guide for financial support to the manufacturing sector and are crucial for enhancing China's production capabilities [13][14]. Group 2: Structural Changes in New-Type Industrialization - New-type industrialization is expected to undergo three structural transformations: technology-driven breakthroughs, deep restructuring of traditional industries, and regional resource reallocation [17]. - The financial structure for manufacturing will become more rational, with a focus on advanced manufacturing and improved collaboration within the industrial chain [17][18]. - The Opinions aim to establish a mature financial system by 2027 that supports high-end, intelligent, and green development in manufacturing [17][18]. Group 3: Role of Capital Markets - Capital markets are identified as key platforms for supporting new industrialization by providing long-term, low-cost funding for technology-intensive manufacturing enterprises [21]. - The article highlights the importance of a multi-tiered capital market system to meet the long-term funding needs from research and development to industrialization [21][22]. - Capital markets can help improve corporate governance and transparency, which is essential for aligning with international standards [21][22]. Group 4: Investment End Reform and Long-Term Assessment - The Opinions stress the need for investment end reform and long-term assessment mechanisms to shift focus from short-term profits to strategic direction and technological breakthroughs [25][27]. - Challenges in emerging industries include long technology conversion cycles and insufficient early-stage capital supply, which the reform aims to address [26][28]. - Long-term assessment mechanisms will enhance the willingness of long-term capital to invest in cutting-edge fields, facilitating the transition from laboratory results to industrial applications [25][27]. Group 5: Preventing "Involution" in Competition - The Opinions emphasize the need to prevent "involution" in competition by guiding financial resources towards innovative and high-tech enterprises [33][34]. - Financial institutions are encouraged to implement differentiated credit policies and optimize supply through industry self-regulation [33][34]. - The "anti-involution" approach aims to shift competition from price-based to technology-based, enhancing overall industry quality and reducing systemic risks [33][35]. Group 6: Investment Opportunities in Emerging Industries - The article identifies key investment opportunities in sectors such as innovative pharmaceuticals, AI applications, and industrial internet, driven by policy support and market demand [41][42]. - Focus areas include high-end manufacturing, smart equipment, and digital infrastructure, which are expected to benefit from financial support and technological breakthroughs [41][42][43]. - The emphasis on green finance tools will aid enterprises in their transition towards sustainability, enhancing resource utilization [18][41].

Group 1 - The Suzhou Technology Town Leaders Team has signed 225 technology and research cooperation contracts with a total value exceeding 225 million yuan, facilitated financing connections for 139 enterprises amounting to over 1.3 billion yuan, and introduced 23 new innovative platforms [1][6] - The team is focused on strategic emerging industries, key industrial clusters, and rural revitalization, with the 18th batch of the team being formed to continue promoting talent and technological innovation [1][2] - The team consists of over 100 members from nearly 40 universities and institutions, enhancing collaboration between local areas and national research entities [2][6] Group 2 - The team has facilitated over 20 industry-academia-research collaborations in the new generation information technology sector, with a total technical contract value exceeding 20 million yuan [2] - The team has established an "Industrial AI Empowerment High-Precision Manufacturing Technology Innovation Center" and a joint center for automotive interior surface micro-nano manufacturing [2][3] - The team has helped companies like Xingtong Medical Technology achieve breakthroughs in R&D and application through technology transfer agreements, including an 8 million yuan contract for a patented technology [5] Group 3 - The team has addressed financing challenges for enterprises, helping secure 1.93 billion yuan in funding for key technology projects [6][7] - The team has implemented targeted strategies to attract high-level, young, and skilled talent, resulting in the establishment of a technology transfer center and local job fairs that attracted over 2,000 young talents [7][8] - The team has supported traditional craftsmanship and rural cultural tourism development, exemplified by the establishment of the Suzhou Craft Academy and various training programs [8][9] Group 4 - The team has fostered a sustainable innovation ecosystem by linking university technology outputs with enterprise validation and market returns [3][9] - The team has enhanced the influence of Suzhou's intelligent connected vehicle industry through collaborative agreements with major automotive companies, totaling over 62 million yuan in technical contracts [5][6]

下一步，我国将聚焦战略性新兴产业，加强"产学研用"协同创新，引导地方围绕立足不同集群的产业特征和发展需要，针对性制定财政、金融、人才等 专项政策，推动特色产业集群向高端化、智能化、绿色化发展。 央视网消息（新闻联播）：今年以来，我国各地立足自身资源禀赋与产业基础，通过产学研合作、政策扶持及资金支持等多种举措，加快建设各具特色 的产业集群，为经济高质量发展注入强劲动力。 今年上半年，各地因地制宜，加快建设各具特色的产业集群。数据显示，截至6月底，我国已建成33家国家级制造业创新中心，累计培育出80家国家级 先进制造业集群、300家国家级中小企业特色产业集群和超1000家的各类省级特色产业集群，涵盖新一代信息技术、高端装备、新材料、生物医药等领域。 在浙江杭州，这个专注视觉智能技术的产业集群，超万家产业链上下游企业在这里集聚，实现硬件迭代周期缩短一半。在安徽蚌埠，这个传感器产业集 群里，有各种能感知温度、光线等环境变化的智能终端，上半年产值同比增长36.5%。 ...

此次征集范围包括：围绕我省"7+28+N"产业链群建设，聚焦人工智能、新一代信息技术、先进制 造等战略性新兴产业和未来产业，以及传统产业转型升级所需的关键技能岗位；围绕新兴职业与前沿技 术，聚焦新职业（工种）或新就业形态，代表行业前沿技术和发展趋势，技术含量高、从业人员多、影 响面较大的紧缺技能岗位；围绕现代服务业，聚焦"一老一小"等重点群体全方位全周期健康服务需求， 以及其他民生领域需求迫切的技能岗位。 征集对象包括：全省各企业、高校、职业院校、技工院校、行业协会、职业培训机构等用人单位或 教培机构。同一（或相近）职业（工种）技能人才需求量原则上须超过10人。有意向的单位可登录"河 南省技能人才管理服务信息系统"首页（网址：www.hnrrcz.com）填报项目相关信息。征集时间自通知 发布起至2026年12月30日止。 企业发布用人需求、培训机构承接培训任务、劳动者自愿报名参加、人社部门强化服务监管——8 月7日，记者从省人社厅获悉，该厅印发《关于公开征集重点领域技能人才岗位需求的通知》，实施"岗 位需求+技能培训+技能评价+就业服务"四位一体项目化培训模式，为企业有针对性培训人才，为人才 有针对性提供岗 ...

Group 1 - The capital market will enhance support for technology innovation enterprises, with a focus on facilitating IPOs, mergers and acquisitions, and bond issuance through "green channels" for companies that break through key core technologies [1][2] - The guidance emphasizes the deep integration of the capital market with industrial upgrading, highlighting the use of various multi-level capital market tools to support technology enterprises [1][2] - Recent cases, such as Blue Arrow Aerospace and Jiangsu Yixin, indicate that the capital market's institutional inclusiveness is continuously improving, which is expected to further streamline the "green channels" for mergers and acquisitions [2] Group 2 - The guidance supports financing for emerging industries such as new generation information technology, intelligent vehicles, new energy, and biomedicine through multi-level capital markets [3] - There is a call for further improvement of the multi-level capital market system to better meet the listing needs of enterprises at different development stages, enhancing the service functions of the capital market for technology innovation [3] - Local governments are leveraging multi-level capital markets to support modern industrial development, with initiatives to accelerate the establishment of financial service systems that match modern industrial frameworks [3] Group 3 - The guidance proposes increasing investment underwriting for technology innovation bonds and expanding funding sources for digital infrastructure construction through various financial instruments [4] - Recommendations include deepening mechanism reforms in the bond market to create a long-term support mechanism for technology innovation, enhancing the flexibility and adaptability of bond market financing for tech enterprises [4] Group 4 - The REITs market is expected to gradually cover emerging fields such as artificial intelligence data centers and smart city IoT platforms, with the potential to release trillions in value by securitizing dispersed technology assets [5] - The expansion of the REITs market is anticipated to be exponential as more "new economy" assets enter the market, guiding social capital towards cutting-edge technology sectors [5]