Group 1 - The marine economy concept has gained momentum, with significant stock price increases for companies such as Zhongke Haixun (over 12% rise) and Jianglong Shipbuilding (over 10% rise) [1] - The Shanghai Municipal Oceanic Administration has released a draft for the "Shanghai Marine Industry Development Plan (2025-2035)", focusing on developing a matrix of marine intelligent equipment products [1] - The draft emphasizes the development of marine intelligent robots, including new types of underwater robots and autonomous docking systems, as well as advancements in deep-sea submersibles and high-end equipment [1] Group 2 - According to Guojin Securities, the total marine economy in China is expected to reach 10.5 trillion yuan in 2024, with a year-on-year growth of 5.9%, accounting for 7.8% of GDP [2] - The added value of the marine manufacturing industry is projected to be 3.2 trillion yuan, representing over 30% of the marine production value, highlighting its stabilizing role [2] - Recent government policies have been introduced to encourage the marine manufacturing sector, including support for deep-sea technology and new marine equipment [2] - Significant technological breakthroughs in marine equipment are anticipated in 2024, including the commissioning of the first domestically designed deep-sea drilling vessel "Dream" and the completion of sea trials for the deep-sea heavy-duty mining vehicle "Explorer II" [2]

记者 李成东 现场，长三角G60科创走廊重大科创平台联盟、企业出海服务联盟、低空经济协同创新联盟正式揭 牌亮相，为科技创新成果高效转化、打造新兴产业集群、助力企业高质量"走出去"提供了体系化、平台 化的制度支撑。 据介绍，重大科创平台联盟由沿线九城百余家科研机构、企业与验证中心自发组成。"联盟旨在打 通科创资源协作通道，聚焦联合攻关和成果转化，通过平台化机制，促成更多城市间的技术合作与项目 落地。"良渚实验室常务副主任欧阳宏伟表示，"让彼此的优势，不再是单点闪光，而是共振放大。" 日前，长三角G60科创走廊科技成果对接转化大会在杭州召开。此次大会聚焦加快发展新质生产 力，推动科技创新和产业创新跨区域协同，旨在构建从创新策源到产业应用的完整链条。 作为长三角G60科创走廊策源地，松江区坚持G60科创走廊走深走实与策源地强基固本"两手抓"， 持续在重大项目引育、重点资源整合上发力，把制度型平台的潜能释放出来，推动超硅半导体、"曲率 引擎"加速器等一大批重大产业项目纷至沓来。 重大科研成果集中亮相 科技成果转化能力，是区域创新实力最直观的体现。大会现场集中发布九城市科技创新重大成果60 余项，涉及高端装备、绿色能源 ...

Core Viewpoint - The Jiangyin Lingang Economic Development Zone is emerging as a hub for innovation and technology integration, with various projects and collaborations between universities and enterprises driving advancements in multiple sectors. Group 1: Innovation Centers and Collaborations - The Nanjing University of Science and Technology Innovation Center in Jiangyin has 9 projects in operation, with over 30 researchers actively engaged [1] - Collaborative efforts in the renewable energy sector have led to the development of China's first in-situ detection device for power batteries [2] - The establishment of the "Civil Aviation Smart Security Engineering Technology Research Center" aims to enhance security technology in the aviation industry [2] Group 2: Industrial Upgrades and Automation - Jiangyin Precision CNC Co., Ltd. has implemented comprehensive automation, achieving a 30% reduction in labor costs through collaboration with academic institutions [3] - The Jiangyin Lingang Economic Development Zone has recognized 19 provincial-level smart workshops and 1 provincial-level smart factory, showcasing advancements in digital transformation [3] Group 3: Technological Advancements and New Materials - The integration of robotics and smart technologies is paving the way for breakthroughs in the robotics industry [4] - A collaborative effort in the biopharmaceutical sector is focused on developing new packaging materials for vaccines and antibodies [4] - The development zone has established nearly 1 million square meters of innovation space, housing 2 national-level enterprise technology centers and 80 provincial-level R&D institutions [4] Group 4: Investment and Economic Growth - Over 30 key projects have successfully settled in the Lingang area in the first quarter, with significant investments in energy and semiconductor sectors [5] - The total investment for five major projects, including a 1,000 MW ultra-supercritical generator set, amounts to 14.6 billion yuan [5] - The "123" industrial cluster, focusing on new materials, new energy, and high-end equipment, is rapidly developing and shaping the future of the region [5]

Group 1 - The 17th "Taicang Day" event in Stuttgart, Germany, highlighted the deepening cooperation between China and Germany in key areas such as green development and talent cultivation, injecting new momentum into bilateral relations and providing more stability and sustainability for global development [1] - The event attracted nearly 300 participants from both countries, including representatives from politics, business, and German enterprises, emphasizing the importance of comprehensive dialogue in economic cooperation and cultural exchange [1] - The current global economic environment is complex, but China's large market size and stable, transparent policy environment create favorable conditions for comprehensive cooperation between China and Germany [1] Group 2 - Taicang has become known as the "hometown of German enterprises" in China, with over 550 German companies established in the region since cooperation began in 1993, focusing on high-end equipment manufacturing, automotive parts, and aerospace industries [2] - The introduction of the German dual education system in Taicang aims to enhance talent cultivation and promote the implementation of ESG (Environmental, Social, and Governance) principles, positioning Taicang as a competitive green manufacturing demonstration zone and international cooperation hub [2] - The collaboration between "German technology" and "Chinese innovation" is expected to contribute to global economic stability and certainty, as stated by the Chinese Consul General in Frankfurt [2]

Core Viewpoint - The report presented by the State Council highlights the steady development of new quality productivity in China, showcasing both new risks and opportunities, while emphasizing the confidence and capability to accelerate its growth for high-quality development [1] Group 1: Technological Innovation - Continuous breakthroughs in key core technologies are evident, with significant improvements in the effectiveness of technological innovation [2] - Major technology clusters such as Beijing, Shanghai, and the Guangdong-Hong Kong-Macao Greater Bay Area rank among the top five globally in 2024 [2] - The integrated circuit industry is projected to see a production increase of 22.2% in 2024, with export values exceeding 1.1 trillion yuan, marking a historical high [2] - The production of new energy vehicles is expected to surpass 13 million units, maintaining a global leadership position for ten consecutive years [2] Group 2: Green and Low-Carbon Development - The report indicates a deepening of green and low-carbon development, with a cumulative carbon emissions trading volume of 640 million tons and a transaction value of 44.05 billion yuan by April 2025 [3] - Non-fossil energy consumption is projected to reach 19.8% of total energy consumption by 2024, reflecting a significant shift towards renewable energy [3] - China is expected to deliver over 400 billion kilowatt-hours of green electricity through its ultra-high voltage direct current transmission channels in 2024 [3] Group 3: Policy and Structural Innovation - The report emphasizes the need for comprehensive innovation across technology, industry, development methods, institutional mechanisms, and talent systems to promote new quality productivity [5] - It advocates for major disruptive technological innovations focusing on basic research and frontier technologies to achieve breakthroughs in key areas [5] - The implementation of policies to support green consumption and the expansion of the "old for new" replacement program is expected to stimulate consumer demand for green products [6][7] Group 4: Talent Development and Market Dynamics - The establishment of a high-level innovative talent team is crucial, with a focus on creating a service system for returning overseas students and optimizing foreign talent services [8] - The emergence of new professions driven by digital transformation and talent cultivation policies is noted, particularly in intelligent manufacturing and the digital economy [8][9] - The report highlights the importance of venture capital in driving innovation within the digital economy, emphasizing the need to reverse the recent decline in investment [8]

以下文章来源于中国宏观经济论坛 CMF ，作者江小涓 中国宏观经济论坛 CMF . 创立于2006年，由中国人民大学国发院、经济学院、中诚信国际信用评级有限公司联合主办。依托人大 经济学一级学科排名全国第一的优秀研究力量，诚邀社会知名专家，集中从事中国宏观经济动态和重大 经济问题研究，定期发布分析与预测报告。 江小涓 中国社科院大学教授 以下观点整理自江小涓在CMF2025年中期论坛（总第69期）上的发言 01 尽全力保持经济回升向好的势头 2025年上半年中国经济展现出回升向好势头。5月份社会消费品零售总额表现良好，出口也较为出 色。 4月25日中央政治局会议对宏观经济政策做出全面部署，涵盖投资、消费、出口等层面，政策部 署"多管齐下"、"能用尽用"，体系均衡且全面。政策还特别强调宏观政策的民生导向（不仅是促消 费，更是"投资于人"，体现投资消费统筹）。房地产市场政策开放度提升，城市政府在收购主体价 格和用途方面获更大自主权。新型城镇化政策推进市民化，释放消费潜力。 对比近三年中央经济工作会议精神，政策导向持续深化：在质与量的关系上，最新要求是将"质的有 效提升"和"量的合理增长"统一于高质量发展的全过程， ...

Core Insights - The event on June 24 marked a significant collaboration between the Chinese Academy of Sciences and Guangxi, showcasing 240 major scientific achievements aimed at addressing Guangxi's urgent needs in key sectors like artificial intelligence, high-end equipment manufacturing, and advanced new materials [1][2] - A total of 25 projects reached cooperation intentions, with a signed total amount of 88.75 million yuan, highlighting the successful partnerships formed during the event [1] - The event featured 21 key projects that were signed on-site, including advancements in robotics and biotechnology, demonstrating the potential for innovation in various fields [1] Group 1: Event Overview - The event was the first large-scale, systematic collaboration between the Chinese Academy of Sciences and Guangxi, focusing on technology transfer [1] - The theme of the event was "Chinese Academy of Sciences enters Guangxi, creating a future," aiming to deepen technological innovation cooperation [2] Group 2: Key Projects and Technologies - Notable projects included the development of a bionic brain chip for robots and advanced gene editing techniques for organ transplantation, showcasing cutting-edge technology [1] - The event also highlighted new technologies for environmentally friendly and efficient rare earth mining [1] Group 3: Financial Support and Collaboration - The Guangxi Technology Achievement Transformation Fund was introduced to provide financial support for the transformation of scientific achievements into production [2] - The event facilitated a platform for in-depth analysis of strengths and cooperation needs between local enterprises and research institutes [2]

据介绍，今年推出的"1+4+N"系列活动，包括1场综合活动、4场专题活动、一系列对接活动。综合 活动以开幕式为主体，设置主题推介、签约仪式等环节，1400多名国内外嘉宾将集中出席。专题活动聚 焦4个特色优势产业开展：南宁正加快建设中国—东盟人工智能创新合作中心，将承办人工智能和新一 代信息技术专题活动；柳州装备制造业优势突出，将承办高端装备制造专题活动；百色是我国重要的生 态铝产业基地，产业基础扎实，将承办新材料专题活动；贵港已建成电动两轮车、绿色家居等国家中小 企业特色产业集群，防城港正加快建设国际医学开放试验区，两地将联合承办特色轻工专题活动。活动 前期将开展20多场精准招商对接，活动结束后将进一步组织实地考察、商业洽谈，延伸活动成果。目 前，已开展招商对接活动16场，300多个项目有意向签约。 近年来，广西编制应用工业树产业林布局全景图，"按图索骥"布局产业、"有的放矢"招引企业，引 进比亚迪、华友等龙头企业200多家，培育有色金属等3000亿级产业3个，机械等2000亿级产业4个，千 亿级产业达到10个，为高质量承接产业转移夯实基础；在加强承载平台建设上，每年投入300亿元专项 债支持园区基础设施建设 ...

Core Insights - Jiangsu province, despite having only 1.1% of China's land area, supports 6% of the population and contributes 10.2% to the national economy, highlighting the need for high-quality development through efficient land use [1] - The province has a significant challenge with land resources, as it holds only 3.4% of the nation's arable land while achieving a record grain output of 762 billion jin in 2024, maintaining self-sufficiency and surplus for the 11th consecutive year [2] Group 1: Land Utilization and Agricultural Efficiency - Jiangsu's agricultural success is attributed to the strategy of "storing grain in the ground," with projects like "Moshang Huakai" transforming previously barren land into productive farmland, achieving an average wheat yield of over 400 kg per mu [3][4] - The province prioritizes the protection of arable land and permanent basic farmland, implementing strict management to ensure balance between land occupation and compensation, while also enhancing the quality and quantity of arable land [3][4] Group 2: Revitalizing Inefficient Land - Jiangsu has the highest land development intensity in the country at 22.5%, yet many areas suffer from low efficiency in land use, necessitating strategies to revitalize underperforming land [5] - The province has initiated a comprehensive evaluation of land use, aiming to identify and improve low-efficiency land through various redevelopment strategies, including industrial upgrades and comprehensive land consolidation [7] Group 3: Innovative Mechanisms and Services - The province is fostering innovation in land management by establishing a national-level spatial planning system and streamlining land approval processes, significantly reducing the time required for approvals [9][10] - Jiangsu's efforts in integrating social capital into modern agriculture have led to increased income for rural communities, with significant transactions in collective operational land contributing to diversified income sources [9][10]

杭州临平区，长三角圆心地，名副其实的融长接沪"第一站"。 G60，本是一条国家级高速公路的名字。如今，长三角G60科创走廊构筑了独树一帜的"创新廊道"经 济，蹚出了一条区域协同高质量发展之路。 作为长三角地区一体化发展国家战略的重要平台，长三角G60科创走廊连接着上海松江、嘉兴、杭州、 金华、苏州、湖州、宣城、芜湖、合肥九城市。今年，九城市联席会议首次以轮值承办形式召开，杭州 成为首个轮值承办城市，举办地就在杭州最年轻的行政区临平。 临平城景。本文图片均由会议主办方提供 6月24日，与联席会议同步举行的长三角G60科创走廊科技成果对接转化大会上，来自长三角区域合作 办公室、沪苏浙皖科技部门以及G60科创走廊九城市主要领导，共同见证长三角G60科创走廊三大联盟 成立、三项重要成果发布、三大战略合作签约以及中试基地授牌。 三大联盟激活协同发展新动能 发源于上海松江的长三角G60科创走廊，历经8年多时间，带动松江、嘉兴、湖州、杭州、金华、苏 州、宣城、芜湖、合肥九座城市，加速融入长三角一体化发展矩阵，走出了一条由科技创新引领高质量 发展的新路径。 G60科创走廊是长三角区域加快"两个创新"协同发展的重要载体，打造全 ...