南开大学金融学教授田利辉指出，此次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。 【环球网财经综合报道】深圳证券交易所及其全资子公司深圳证券信息有限公司6月3日发布公告，宣布将对创业板指实施样本定期调整，更换其 中8只样本，这一调整将于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，已走过十五个年头。十五年间，创业板指不断优化 自身结构，累计调整逾50次，十五周年之际再次"焕新"再出发。 此次调整中，蓝色光标、长盈精密、全志科技、电连技术、协创数据、锐捷网络、乖宝宠物和星宸科技等8只股票被调入创业板指。据Wind资讯 数据统计，截至6月4日，这8家新调入的公司市值均在186亿元以上，其中全志科技、电连技术、锐捷网络、乖宝宠物和协创数据等5家企业均属 于战略性新兴产业。新样本股的纳入，让创业板指更精准地锚定新质生产力发展方向。新一期样本在研发创新与制度适配层面均实现显著跃 ...

Core Insights - Ningxia aims to quadruple investment, standard racks, intelligent computing cards, and computing power scale by the end of 2024, with a comprehensive computing power index entering the top 10 nationally [1] - The region is recognized for its favorable climate for large data centers and is the first national new energy comprehensive demonstration zone, providing abundant green electricity resources [1] - By 2027, Ningxia's digital economy is projected to reach 270 billion RMB, accounting for over 40% of the total economy, with core digital economy industries expected to double their value added compared to 2021 [2] Investment and Infrastructure - As of now, Ningxia has established 9 large and super-large data centers, with 27 more under construction, and a total of 142,000 standard racks [1] - The region has built 116,000 intelligent computing cards and achieved a computing power scale of 74,000 P, ranking third among the top ten data center clusters in the country [1] Industry Ecosystem Development - Ningxia is fostering a new industrial ecosystem by attracting projects in electronic materials, photovoltaic equipment, high-performance servers, and smart wearable manufacturing [2] - Over 20 large models are being trained in Ningxia, with applications in AI healthcare and over 40 typical application scenarios developed [2] - The region has established more than 1,200 smart classrooms and laboratories, 186 smart factories, and 2,600 small and medium-sized enterprises utilizing cloud computing and data intelligence [2]

推出亮眼举措 省级部署层面， 省委农村工作会 议暨"百千万工 程"推进会在广 州召开，会上通 —— 报了2024年度实 施"百千万工 程"考核评价结 果，公布第二批 新型城镇化试 点、第三批典型 镇村培育名单。 加力提速发展， 广州喊出"拼经 济"口号，加快 推进"百千万工 程"、城中村改 造、城市品质提 升项目；珠海建 成国内首个海洋 牧场"标准海"样 板区（隘洲）， 探索深远海养殖 标准体系，为全 国提供"珠海方 案"；汕头启动 佛山、清远打造 城市新IP，珠海 建成全国首 个"标准海"样板 区丨"百千万"周 周见_南方+_南 方plus 本文收录于专题 过去一周，广东 省扎实推动实 施"百县千镇万 村高质量发展工 程"，各地持续 广东首个跨境数 字经济产业园， 以跨境数据流动 产业为核心打 造"一体两翼多 点"产业发展体 系。 促进产业融合， 佛山打造"山水 佛山文武双 全"城市IP，推 动农文商旅融合 示范，建设文旅 发展联盟；清远 佛冈县启动"乡 村喜宴师"培 训，构建标准化 服务体系，联动 农旅融合发展。 提升城乡风貌， 肇庆聚焦县城规 划提质，优化空 间布局，注重美 学设计提升风 貌，凝炼文化特 ...

Group 1 - The core focus of Wujiang is to achieve the "356" goal of new industrialization, emphasizing high-end textiles, new materials, new generation information technology, digital economy, new energy, and green low-carbon initiatives [1] - Wujiang aims to strengthen its four trillion-level industrial advantages and seize new opportunities in third-generation semiconductors, artificial intelligence, and low-altitude manufacturing [1] - The region has established a collaborative innovation ecosystem involving leading enterprises, research institutions, and various innovation entities, resulting in the formation of several task-oriented innovation alliances and benchmark incubators [1] Group 2 - Wujiang has cultivated 12 manufacturing champions and 77 national specialized and innovative "little giant" enterprises, leading the city in these categories [1] - The government plans to enhance the cultivation of technology-leading enterprises, unicorns, gazelles, and high-tech enterprises, aiming to exceed 15 national manufacturing champions and 100 specialized "little giant" enterprises [1] - Investment in research and experimental development is projected to exceed 11 billion yuan, with industrial technological transformation investments surpassing 18 billion yuan [1] Group 3 - To promote the deep integration of "hard manufacturing" and "soft manufacturing," Wujiang will implement a three-year plan to double modern service industries, focusing on R&D design, technology finance, information technology services, and certification [2] - The development of the Suzhou Bay Central Business District is a priority, aiming to transform manufacturing advantages into service industry strengths [2] - Wujiang seeks to create a high-quality development cluster for modern service industries [2]

5月21日,在浙江嘉兴举办的第十九届工程建设行业信息化发展大会上,建管家携手数字化建工企业研究 院、建筑产业数字化联合研究中心、钉钉联合出品的中国建筑业市场机遇全景洞察报告《十五五规划前 瞻:政策赋能、新兴赛道与区域增长极重构》正式发布。 数据报告发布现场 新变局:地缘冲突影响下的安全战略与规划路径。 十五五时期(2026-2030年),是我国经济迈向高质量发展的蓄势攻坚期,也是我国突破围堵全面提升国际竞 争力的战略转折期。受劳动力供给增长和全球经济增速放缓因素影响,公共债务率持续攀升,我国将成为 全球经济增长的最大贡献者。俄乌冲突、巴以冲突等地缘事件加剧了全球阵营对抗,此外,中美战略竞争 长期化,美国对中国的贸易投资打压不断升级,导致供应链"脱钩断链"风险增加,给中国经济增长带来外部 不确定性。 "十五五时期"地缘冲突下的国家安全规划战略 新布局:经济政策调整与十五五规划展望。 十五五时期,中国经济政策重点聚焦于高质量发展、产业升级、内需扩大、风险防范以及高水平开放等 方面。在宏观政策调控方面,财政政策更加积极有为,货币政策适度宽松;在产业结构与转型升级方面,推 动新型工业化与新质生产力发展,优化基建投资结 ...

Core Viewpoint - The development of Sanya as a key area in the Hainan Free Trade Port has accelerated over the past five years, focusing on creating a modern industrial system and enhancing its international tourism consumption capabilities, while also emphasizing innovation in agriculture and deep-sea technology [1][2][3][4][5][10]. Group 1: Economic Development and Tourism - Sanya has positioned itself as an international tourism consumption center, leveraging the Hainan Free Trade Port's policies to enhance tourism products and services, resulting in a shift from sightseeing to vacation shopping [2][6]. - The number of international routes from Sanya Phoenix International Airport has expanded to 32, serving 24 overseas cities, with over 1.11 million travelers passing through [2]. - Sanya's duty-free sales account for over 60% of the province's total, significantly boosting tourism consumption [2]. Group 2: Innovation and Technology - Sanya is focusing on agricultural innovation and deep-sea technology, establishing the "South Breeding Silicon Valley" and attracting significant research and development investments [3][4]. - The city has set up six national-level research platforms and over 40 provincial-level platforms, with the breeding industry generating over 10 billion yuan in revenue [3]. - Sanya has attracted 1,206 marine industry enterprises to its high-tech zone, fostering a cluster of deep-sea technology companies [4]. Group 3: Industrial Structure Transformation - Sanya is transitioning from a tourism and real estate-centric economy to a diversified model that includes technology innovation and modern industries, with a projected GDP exceeding 100 billion yuan in 2024 [5][6]. - The city has successfully established two trillion-yuan industrial clusters in modern finance and commerce, with a total of 8,417 enterprises in the park by April 2025 [5][6]. Group 4: Business Environment and Policy Support - Sanya has implemented various measures to optimize its business environment, including a local regulation for improving the business climate and reducing approval times for high-frequency social matters by 31.47% [7][8]. - The city has pioneered a new model for the approval of imported agricultural materials, enhancing the efficiency of agricultural research material imports [8]. Group 5: Future Development and Strategic Goals - Sanya is preparing for the 2025 Free Trade Port closure and expansion, focusing on enhancing its strategic position and ensuring smooth operations [9][10]. - The city has completed seven closure operation projects and is working on expanding its international flight network to strengthen its role as a regional aviation hub [9].

Core Viewpoint - The "Hundred Counties, Thousand Towns, and Ten Thousand Villages" project in Dongyuan County has shown significant progress in its three-year implementation, focusing on high-quality development and various economic indicators [2][3][4]. Economic Development - Dongyuan County achieved a GDP of 19.52 billion yuan in 2024, with a year-on-year growth of 4.8%, ranking first in the city [10][11]. - The county's industrial structure is being upgraded, with a focus on advanced materials, high-end equipment manufacturing, and electronic information, alongside traditional industries like steel and ceramics [12][13]. - The total output value of leading industries reached 13.81 billion yuan in 2024, accounting for 56.6% of the county's industrial output, an increase of 3.6 percentage points from 2022 [15][16]. New Economic Models - Dongyuan is developing a low-altitude economy and a green development zone around the Wanlv Lake, with the first low-altitude sightseeing flight occurring during the May Day holiday, attracting 187,000 visitors, a 31% increase [20][21]. - The county is also exploring suburban economies by integrating ecological resources and creating innovative consumption scenarios, leading to over 500,000 visitors in 2024 and generating more than 750,000 yuan in collective income for villages [30][32]. Agricultural Innovation - Dongyuan has made significant breakthroughs in agricultural productivity through technology integration, including the introduction of high-yield rice varieties and smart farming techniques, achieving a rice yield of 723.5 kg per mu [38][39]. - The county has established a gene bank for breeding quality chickens, producing 550,000 high-quality breeding chickens annually, with a supply capacity of 80 million chicks [51][52]. Public Services and Infrastructure - Dongyuan County has invested 594 million yuan in infrastructure projects to enhance urbanization, increasing the urbanization rate from 28.4% in 2022 to 32.3% in 2024, with expectations to exceed 35% this year [56][59]. - The county has constructed 195.9 kilometers of rural roads and improved public spaces, significantly enhancing residents' quality of life [60][63]. - Healthcare improvements include the establishment of a medical community, with over 65% of primary care being provided at the grassroots level, and educational enhancements with the addition of 9,820 new school places [64][65][66].

Core Insights - The seventh National Youth Entrepreneurs Conference was held in Hangzhou, focusing on the themes of inheritance, innovation, and development among young entrepreneurs [1][3] - The conference served as a platform for young entrepreneurs to discuss the integration of digital economy and local industries, emphasizing the importance of innovation in driving future growth [4][5] Group 1: Economic Trends - The private economy is seen as a driving force for China's modernization, with a strong emphasis on innovation and adaptation to new trends [3][4] - Hangzhou, benefiting from its digital economy advantages, has implemented a "smart green wave" system that has improved traffic efficiency by over 20% [3] Group 2: Innovation and Development - Continuous innovation is crucial for maintaining growth, as highlighted by industry leaders who stress the need for businesses to evolve and adapt [5][7] - The shift towards independent technological innovation among private enterprises is driven by changes in industrial policy, business environment, and technological advancements [7][9] Group 3: Entrepreneurial Spirit and Responsibility - The conference highlighted the importance of passing down entrepreneurial spirit and values, with a focus on balancing economic and social responsibilities [9][10] - Young entrepreneurs are encouraged to embrace national sentiments and take on the role of leaders in the modernization of China's economy [10]

Core Viewpoint - The digital economy sector is experiencing significant growth, with key indices and ETFs reflecting strong performance, driven by advancements in AI and digital infrastructure [2][3][4]. Group 1: Digital Economy Index Performance - As of May 29, 2025, the CSI Digital Economy Theme Index (931582) rose by 1.11%, with notable gains from constituent stocks such as BGI Genomics (301269) up 13.85% and Winbond Electronics (600699) up 2.71% [1]. - The Digital Economy ETF (560800) increased by 1.09%, with a latest price of 0.74 yuan and a turnover rate of 0.61%, totaling a transaction volume of 458.85 million yuan [1]. - Over the past year, the average daily transaction volume for the Digital Economy ETF was 22.88 million yuan [1]. Group 2: AI Development and Market Trends - Guohai Securities expresses optimism regarding the accelerated development of AI, highlighting that companies proactively integrating AI are likely to see enhanced performance and valuation restructuring as market budgets shift from IT to human resources [2]. - The Digital Economy ETF closely tracks the CSI Digital Economy Theme Index, which includes companies with high digital infrastructure and application levels, reflecting the overall performance of the digital economy sector [2]. Group 3: Fund Size and Inflows - The Digital Economy ETF saw a significant increase in size, growing by 2.23 million yuan over the past month, ranking in the top half among comparable funds [3]. - The latest share count for the Digital Economy ETF reached 1.024 billion shares, marking a three-month high and also placing it in the top half of comparable funds [4]. - Recent net inflows into the Digital Economy ETF totaled 8.80 million yuan, with four out of the last five trading days showing positive net inflows, amounting to 14.75 million yuan in total [4].

Group 1 - Jiangsu aims to take on the responsibility of being an economic powerhouse, emphasizing the need for strong actions and detailed implementation of tasks outlined in the recent provincial meeting [1][2] - Nanjing Jiangbei New Area is positioned as a leader in developing new quality productive forces, focusing on service to enterprises and project construction, with a GDP growth of 6% in Q1 [2] - The Jiangsu Agricultural Science Institute is enhancing high-quality agricultural technology supply, with over 70% of rice and wheat varieties in the province developed by them [2] Group 2 - The provincial meeting outlined four key measures for deepening reforms, including market-oriented resource allocation, which is crucial for building a unified national market [3] - Jiangsu's natural resources system is tasked with ensuring high-quality development and protection, with a focus on project planning and resource allocation [3] - The provincial commerce department is set to stabilize foreign trade and expand international cooperation, targeting emerging markets while maintaining traditional ones [3] Group 3 - Suzhou Industrial Park is enhancing its role as a showcase for China's openness, with projects in life sciences and digital economy underway [4] - Jiangsu is committed to integrating into national development strategies, particularly in the Yangtze River Delta and the Yangtze Economic Belt [5] Group 4 - The province is focused on promoting common prosperity, particularly through agricultural development and urbanization [7] - Employment initiatives are being prioritized, with programs aimed at enhancing job opportunities and skills training [7] Group 5 - Cultural initiatives are being leveraged to boost local industries, particularly in crystal and wearable technology sectors [8] - High-quality party building is emphasized as a means to drive development, with a focus on discipline and accountability among officials [9][10]