Core Insights - Shandong province is focusing on industrial economic development, aiming for a significant increase in industrial product exports by 2025, targeting 1.97 trillion yuan, a growth of 4.4% [1] - The province's machinery and electrical products exports are projected to reach 1.06 trillion yuan, marking an 8.7% increase, surpassing the overall provincial export growth rate [1] - The shift towards high-end, intelligent, and digital manufacturing is evident, with substantial growth expected in high-end equipment and electronic information exports [1] Industrial Performance - Key industries such as steel, non-ferrous metals, and petrochemicals are expected to see quality improvements and efficiency gains, with steel, aluminum, and refined oil exports projected to grow by 3.3%, 7%, and 29.5% respectively by 2025 [2] - Shandong has 105 categories of machinery and electrical products that rank first in national export value, with certain products dominating global markets [2] Green Trade Initiatives - The export of "new three types" products is anticipated to grow by 37% by 2025, with electric vehicle exports expected to surge by 126% [2] - Customs is enhancing responses to green trade barriers and is developing a green cross-border trade service platform to assist companies in carbon accounting and compliance [2]

免责声明 2025年12月，一级市场募资迎来年末收官高潮，热度较11月持续升级。从募资端来看，市场呈现翘尾爆 发态势，量价均创纪录，结构上股权投资基金主导增长，区域格局呈现江浙领跑与头部省份集中的特 征，国资与头部机构共同发力，大额基金聚焦战略新兴产业与科创赛道，募资格局进一步优化。 电子信息产业、医疗健康、医疗技术、医疗服务、医药的早期创业者需重点关注凯风创投： 鲸准数据显示：凯风创投成立于2017年2月21日，注册地址位于宁波市，基本定位于TMT和Healthcare的 天使和早期投资，投资领域主要为电子信息产业、医疗健康、医疗技术、医疗服务、医药。2025年12月 凯风创投备案4支基金，皆为创业投资基金，基金规模约为4.93亿元，备案的4支基金中2支的资本背景 为国有相对控股，2支的资本背景为民营企业。凯风创投2025年共发生14起投资事件，投资活动活跃。 其过往的投资案例中A轮占比29.46%、天使轮占比28.29%、战略投资占比10.08%。在其过往投资案例的 地域分布中，江苏占93起，上海占60起，浙江占30起…… 1. 本募资月报(以下简称"报告")所涉2025年12月基金备案数据均来源于中国证 ...

Core Insights - Shandong province is focusing on industrial economic development as a key strategy, aiming for a significant increase in industrial product exports by 2025, targeting 1.97 trillion yuan with a growth rate of 4.4% [1] - The province is emphasizing high-end, intelligent, and digital transformation in manufacturing, with notable growth projections for various sectors, including a 47% increase in high-end equipment exports [1] - Key industrial clusters such as steel, non-ferrous metals, and petrochemicals are expected to see substantial improvements, with specific export growth rates projected for steel, aluminum, and refined oil products [2] Industrial Development - By 2025, Shandong aims to export industrial products worth 1.97 trillion yuan, with machinery and electrical products expected to reach 1.06 trillion yuan, marking an 8.7% growth [1] - High-end equipment exports are projected to reach 108.96 billion yuan, growing by 47%, while electronic information exports are expected to grow by 30% [1] - The province is implementing policies to enhance production capabilities and streamline customs processes for biopharmaceuticals and medical instruments [1] Key Industry Clusters - Major industries such as steel, non-ferrous metals, and petrochemicals are set to improve quality and efficiency, with steel, aluminum, and refined oil exports projected to grow by 3.3%, 7%, and 29.5% respectively by 2025 [2] - Shandong has 105 categories of electromechanical products that rank first in national export value, with certain products like diesel trucks and concrete mixers accounting for over 10% of global exports [2] - The province's strategy is shifting towards a comprehensive competitive advantage in technology, brand, quality, and service, with over one-third of electromechanical product exports being self-branded [2] Green Trade Initiatives - Shandong's "new three samples" products are expected to see a 37% increase in exports by 2025, with electric vehicle exports projected to grow by 126% [2] - Customs is enhancing responses to green trade barriers and integrating various data sources to support carbon emission calculations and facilitate green cross-border trade [2]

所以，当我们聆听政府工作报告，关注代表、委员们的意见建议时，实际上在见证一场从"规划 图"到"实景画"的集体动员。"项目赋能年"的号角已经吹响，随处弥漫的项目气息，它从报告中来，到 工地中去;从战略谋划中来，到民生福祉中去。 未来，济南将如何跃升，答案或许就藏在这无处不在的"项目"之中。 济南的这些底气在于一个个具象的项目和清晰的产业图谱：力争电子信息产业规模达到2400亿元，力争 汽车产业规模达到1800亿元，力争高端软件产业规模达到1300亿元，力争现代医药产业规模达到520亿 元。从半导体智能光电产业园到宾理新能源汽车项目，从工业母机产业园到济南航空航天城，这些名词 不是纸面规划，而是即将拔地而起的现实，它们共同构成济南构建现代化产业体系的坚实基座。 然而，在两会前夕，市委书记刘强到济南起步区调研重点项目，不难发现，其中既有保障城市运行的基 础设施，也有直接关系民生的公共服务项目。可见，项目最终赋能的是人的生活质量。这意味着，未来 我们感受到的，将是更清洁的能源、更便捷的交通、更优质的养老与医疗，以及更富文化底蕴的生活空 间。 1月19日，济南市第十八届人民代表大会第五次会议开幕。站在"十五五"的开局之 ...

（来源：衢州日报） 转自：衢州日报 记者 王继红 通讯员 陈霜 岁末年初，喜讯传来： 电子科技大学长三角研究院（衢州）（以下简称研究院）2025年较上一年实现全方位跨越式增长，发展 重心从"搭建桥梁"跃迁到"驱动引擎"，价值标尺也从实验室的创新成果，转向生产线的切实效能与地方 产业的实质贡献。 2025年，对研究院而言，是一个发展动能系统释放、产业贡献集中显现的年份。回溯研究院扎根衢州的 六年历程，其路径清晰而坚定：从初期的搭建平台、汇聚人才，到中期的深化对接、协同研发，直至近 年来推动创新链与产业链的深度融合。这是一个持续深耕、循序渐进的过程。2025年的突破尤为亮眼。 回望来时路，这份阶段性的突破殊为不易。六年间，面对将高校科研优势与地方产业特色相结合的课 题，研究院选择了一条最需耐心却也最为坚实的道路：将创新的"根须"，逐年逐岁、持之以恒地深植于 衢州的产业土壤之中。2025年取得的各项突破性进展，正是这份长期主义耕耘结出的果实。 这一转变的标志，是一种全新科研组织模式的诞生——"编制在院、服务在企"的"科技副总"体系。研究 院不再满足于短期项目合作，而是选派以博士、硕士为骨干的科研团队，长期、全职驻扎 ...

1月20日，济南市人大代表，济南市大数据局党组书记、局长张熙在接受齐鲁晚报·齐鲁壹点专访时表 示，2026 年，济南数智化建设将迈入高质量发展新阶段。将锚定"全国一流数智先锋城市"目标，以"人 工智能 +"和"数据要素 ×"为双轮驱动，以全域数字化转型为主线，聚焦基础设施、数据要素、产业升 级、民生服务、数智政府五大重点领域，全力实现城市核心竞争力与市民生活品质双向提升。 围绕重点领域 积极发展专业化数据标注 数字基础设施是数字济南建设的底座支撑。去年，济南打造了市一体化大数据平台，建成全市通用共 享"数据湖"，累计汇聚数据474亿条，保障数据共享调用54.43亿次，有效支撑了公积金、不动产、行政 审批、义务教育入学等应用场景。 张熙表示，2025年，济南规模以上数字经济核心产业企业营业收入占比预计达19%以上，数字经济成为 高质量发展的关键增量。今年，济南将深化行业算力应用效能，加强济南政务云建设，提升全栈服务和 共性支撑能力，为数字政府提供坚实底座支撑。 今年，济南加强城市智慧治理。依托智慧泉城运行管理中心建强城市智能中枢，实现态势全面感知、趋 势智能研判、协同高效处置；构建统一规划、统一架构、统一标准、 ...

聚焦于安徽，外贸"狂飙"背后是工业的有力支撑。以汽车为例，2025年，安徽汽车(含底盘)年出口量达 122.8万辆，出口量稳居全国第一，成为全国首个汽车年出口量突破百万辆的省份。 《每日经济新闻.城市进化论》记者了解到，一个更核心的工业指标是规上工业企业营收。仅2025年 1~11月，安徽全省实现规上工业企业营收5.27万亿元，首次超过福建，跻身规上工业企业营收规模全国 第五，也是前五序列中唯一的内陆省份。 全盘来看，安徽外贸总值突破万亿元的路径，有何借鉴之处？在安徽、河南之外，中部大省下一个上位 者又会是谁？ 安徽"晋级" "在多重压力挑战下，安徽外贸展现出强大韧性，增势强劲、结构优化、量质齐升，进出口总值取得历 史最好成绩。"近日，合肥海关关长周荣球在新闻发布会上介绍称，2025年，安徽进出口总值首次突破 万亿元大关，为10135.6亿元，同比增长17.3%。 近日，31个省份2025年年度外贸数据正式出炉。 过去一年，全国进出口总值达45.47万亿元，增长3.8%，外贸总值突破万亿元的省份增至9个。 广东以"9万亿元+"独占一档；江苏、浙江、上海、山东、北京外贸总值在3万亿元至5万亿元区间；安徽 以10 ...

Group 1: Economic Goals and Strategies - The core goal for Bazhong is to achieve a rapid economic growth rate while aiming for a total economic output of 100 billion yuan by 2026, marking it as a year of practical achievements [1] - The annual economic work focuses on six key tasks, emphasizing the importance of expanding domestic demand and boosting consumption as primary objectives [2][3] Group 2: Investment and Industrial Development - Bazhong plans to combine investments in physical infrastructure and human resources, focusing on industries with sustainable tax sources and effective investments [3] - The city aims to strengthen its industrial foundation by developing key industries such as energy and chemicals, advanced materials, food and beverage, electronic information, and healthcare [5][6] Group 3: Urban-Rural Integration and Social Welfare - The city is committed to enhancing urban planning and development, promoting urban-rural integration, and improving the quality of life for residents [7][8] - Specific initiatives include creating modern urban spaces and improving employment services, education, and healthcare, with a focus on enhancing public cultural services [8]

1月20日，科思科技跌5%，截至发稿，报63.82元/股，成交1.39亿元，换手率1.37%，总市值100.12亿 元。 资料显示，深圳市科思科技股份有限公司位于广东省深圳市南山区粤海街道高新区社区科苑南路3156号 深圳湾创新科技中心2栋A座2301、2302、2303、2304，成立日期2004年2月27日，上市日期2020年10月 22日，公司主营业务涉及军用电子信息装备及相关模块的研发、生产和销售。主营业务收入构成为：指 挥控制信息处理设备及系统62.33%，软件雷达信息处理设备及系统14.81%，智能无人设备及系统 8.13%，专用车辆改装业务7.10%，其他信息处理产品6.92%，其他0.71%。 光大保德信诚鑫混合A（003115）基金经理为朱剑涛。 截至发稿，朱剑涛累计任职时间1年260天，现任基金资产总规模18.51亿元，任职期间最佳基金回报 69.39%， 任职期间最差基金回报9.35%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry but emphasizes the strategic importance of AI in manufacturing and its potential to enhance competitiveness on a global scale [4][10]. Core Insights - The issuance of the "AI + Manufacturing" action plan aligns with global industrial competition and domestic manufacturing transformation needs, aiming to empower manufacturing through AI technology [2][4]. - The plan focuses on creating a comprehensive development system that includes technology support, scenario empowerment, product innovation, ecosystem activation, and security assurance [7][10]. - By 2027, the plan aims for China's AI core technologies to achieve reliable supply, with the industry scale and empowerment level ranking among the world's top [6][13]. Summary by Sections Background and Core Positioning - The deep integration of AI and manufacturing is essential for reshaping industrial advantages and seizing development opportunities amid global competition [4]. - The plan is a response to the urgent need for China's manufacturing sector to upgrade and transition from scale expansion to quality and efficiency [4][5]. Key Policy Interpretations - The plan introduces five core measures to build a comprehensive development system, focusing on technology support, scenario empowerment, product innovation, ecosystem activation, and security assurance [7][9]. - It emphasizes the need for a dual-cycle empowerment system that connects technology supply and industrial application, fostering a collaborative ecosystem [6][10]. Challenges and Outlook - The report identifies challenges such as the need for real-time response capabilities in industrial models and the fragmentation of industrial data, which hinders model training accuracy [11][12]. - In the short term (1-2 years), the manufacturing sector is expected to enter a phase of benchmark leadership, with 500 typical application scenarios becoming replicable and scalable [13]. - In the long term, the AI-driven innovation ecosystem is projected to enhance China's global competitiveness in core technologies and industry scale, leading the global manufacturing sector towards intelligent transformation [13].