人民财讯12月10日电，中共海南省委关于制定国民经济和社会发展第十五个五年规划的建议发布，其中 提出，前瞻布局"四新"未来产业。聚焦新领域新赛道，推动生物制造、氢能、脑机接口、具身智能等未 来产业创新发展。探索多元技术路线、典型应用场景、可行商业模式、市场监管规则，建立投入增长和 风险共担机制。完善生物原料多元供给体系，培育建设高能级创新平台，巩固海洋生物制造、生物育种 领域竞争优势，打造具有海南特色和优势的生物制造产业集群。支持海上风电制氢示范，结合多场景应 用，带动氢能"制储输用"全产业链发展。打造脑机接口省级技术创新中心，攻关脑科学和电极、芯片等 核心技术，加速实现科研成果产业化。推动具身智能在多元场景中广泛应用，打造集生产、学习、研 究、应用为一体的产业生态体系。 ...

12 月政治局会议传递的信号 20251209 中国政策重心转向高质量发展，不再片面追求经济增速，更强调结构调 整和增长质量，预计"十五"期间经济增长中枢在 4.5%左右，2026 年 增长目标或设在 5%左右。 财政政策将维持积极态势，赤字率或小幅提升至 4%-4.2%，专项债规 模预计与预算持平或略增，但特别国债和超长期特别国债的使用将适度 收缩。 货币政策延续适度宽松基调，但除非外部环境剧变，否则宽松力度有限， 结构性政策工具将继续发力，重点支持科技、绿色等领域，以促进物价 合理回升和金融稳定。 国际经贸方面，中国将灵活应对外部环境变化，若外需承压，将加大逆 周期调节力度。尽管中美关系波动可控，但需警惕欧洲和日本可能出现 的贸易摩擦对中国出口的影响。 消费刺激策略将从耐用品消费扩展到养老消费等新领域，以维持当前消 费水平并开辟新的增长点。政府侧重通过提升服务业供给来挖掘消费潜 力，而非直接刺激需求。 Q&A 摘要 如何解读 2026 年中央政治局会议传递的经济信号？ 2026 年中央政治局会议传递的主要经济信号可以从逆周期与跨周期相结合的 视角进行解读。在中美博弈、社会稳定、结构转型和经济增长四个层次中 ...

制图：彭章霞 近几年，人们的"曾经想象"正变得触手可及。无人机送外卖，美食"从天而降"；借助脑机接口技 术，四肢截肢患者用"意念"下象棋；人形机器人站上生产一线，与工人协同工作。一批前沿科技从实验 室走向生产生活，成为推动经济高质量发展的新引擎。 新兴产业、未来产业技术创新速度快、市场潜力空间大、新动能成长活跃，对保持经济稳定增长、 培育发展新质生产力至关重要。"十四五"期间，我国新兴产业和未来产业有了怎样的积累？ 新能源汽车产销量连续10年保持全球第一，光伏和风电装备产量位居世界前列，生物制造产业总规 模已接近1万亿元……新兴产业加速"领跑"，未来产业加力"生根"，为我国经济高质量发展注入源源不 断的新动能。2024年，我国"三新"经济增加值占GDP比重已经超过18%。 放眼长远，新兴产业和未来产业发展前景广阔。在新能源、新材料、航空航天、低空经济等战略性 新兴产业领域，有望催生数个万亿级甚至更大规模的市场；量子科技、生物制造、氢能和核聚变能、脑 机接口、具身智能、第六代移动通信等未来产业蓄势发力，未来十年新增规模相当于再造一个中国高技 术产业。 然而，机遇和挑战如同一枚硬币的两面，总是相伴而生。近年来，在 ...

Core Viewpoint - The article discusses Tianjin's unique approach in its "14th Five-Year Plan" as it aims to establish itself as a modern socialist metropolis while focusing on specific industrial layouts and open measures to find its unique positioning in the new round of regional competition [1] Group 1: Regional Collaboration - Tianjin's "15th Five-Year Plan" emphasizes the strategic importance of the Beijing-Tianjin-Hebei collaborative development, aiming for deep functional integration rather than passive acceptance [2] - The plan includes specific platforms for innovation and collaboration, such as the Tianjin Binhai-Zhongguancun Science Park and the Tianjin-Jingjin Cooperation Demonstration Zone, promoting a shared benefits and collaborative growth model [2] Group 2: Advanced Manufacturing - The plan outlines a "6+6" strategy for advanced manufacturing, identifying six pillar industries: information technology, biomedicine, new energy, new materials, aerospace, and circular economy [3] - Additionally, it targets six new growth points in future industries, including biomanufacturing and hydrogen energy, reflecting Tianjin's ambition to transition from traditional heavy industries to a modern, high-tech industrial system [3] Group 3: Financial Innovation - Tianjin aims to differentiate itself in financial reforms by establishing itself as a national hub for commercial factoring and a center for aircraft and ship leasing [4] - The plan highlights the integration of finance with the entire industrial chain, promoting a collaborative approach to financial services [5] Group 4: Port Development - The port's role in Tianjin's strategy is evolving from merely a throughput focus to enhancing its capabilities and intelligence, aiming to become a world-class smart green hub port [6] - The plan emphasizes the integration of port, logistics, trade, and industry, positioning Tianjin as a strategic node in domestic and international circulation [6] Group 5: Green Development - Tianjin is tasked with a national mission to develop a resource recycling platform and promote green low-carbon circular development [7] - The plan aims to establish a circular economy industrial cluster and a "waste-free city," positioning Tianjin as a leader in resource recycling and green development in northern China [7] Group 6: Overall Strategy - The "15th Five-Year Plan" represents not just growth in metrics but a redefinition of Tianjin's development approach, focusing on practical and distinctive strategies to meet future challenges [8] - The plan is seen as a critical period for Tianjin to establish itself as a modern socialist metropolis and contribute to China's modernization narrative [8]

Group 1 - The core viewpoint of the meeting is to maintain a stable yet progressive economic approach, emphasizing the need for proactive fiscal and monetary policies to enhance macroeconomic governance and address current economic challenges [1][5][9] - The meeting highlighted the importance of expanding domestic demand and optimizing supply, with a focus on developing new productive forces tailored to local conditions and advancing the construction of a unified national market [6][7][8] - The meeting underscored the necessity of innovation-driven growth, aiming to cultivate new economic drivers and enhance the quality of development through increased investment in technology and manufacturing [8][9] Group 2 - The meeting called for the implementation of more proactive fiscal policies and moderately loose monetary policies, continuing the approach established in previous meetings [5][6] - It was noted that the macroeconomic policy environment for 2026 is expected to maintain a "wide fiscal, wide monetary" framework, with fiscal policy playing a crucial role in stabilizing growth and structural adjustments [6][7] - The meeting emphasized the need to address key risks in specific sectors, including real estate and local government debt, while ensuring the stability of employment, enterprises, markets, and expectations [9][10]

Core Insights - The article emphasizes that the Chinese innovative drug industry has significantly improved its systemic capabilities, leading to explosive growth in overseas business, with a transaction scale reaching approximately $100 billion in the first three quarters of 2025, including upfront payments of $5 billion [3][4] - The market is being activated by a series of major transactions, with companies like Kangfang Biotech, Hengrui Medicine, and Kelun Pharmaceutical making significant moves, resulting in a frenzied atmosphere in the Hong Kong IPO market [3][4] Innovative Drug Sector - China's innovative drug industry has a competitive edge over the U.S. in terms of R&D efficiency, costs, and clinical research, supported by a large clinical patient population and unique regulatory advantages [4] - The article draws parallels between the innovative drug sector and the semiconductor industry, suggesting that as traditional innovation approaches its limits, new technologies like dual antibodies and ADCs will become the core of innovation, leveraging China's industrial advantages [5] - Key factors for investment in innovative drugs include innovation, speed, and positioning, with companies needing to develop unique drug candidates or dominate specific niches to achieve profitability [6] Challenges in the Innovative Drug Market - Despite having the capability to develop original innovative drugs, the Chinese market is limited, leading companies to rely on overseas expansion, with only 3% of the global innovative drug market size compared to the U.S. [6][7] - Chinese innovative drug companies face challenges in late-stage clinical research capabilities and global commercialization, which are critical for competing in high-value markets like the U.S. [7][8] Biomanufacturing Sector - The biomanufacturing sector faces complexities, particularly in product selection, where over 90% of companies fail due to poor choices [9] - Successful biomanufacturing requires a focus on cost control, engineering capabilities, and commercial value, with a strong emphasis on collaboration among scientists, industry experts, and project managers [10][11] - The market size is crucial for biomanufacturing companies, as only those targeting trillion-level markets can potentially develop into leading enterprises [10] Investment Considerations - The article suggests that investment in innovative drugs and biomanufacturing should align with national strategies and market demands, emphasizing the importance of selecting companies that can create real value [11][12] - Investors should focus on identifying entrepreneurs with ambitious goals and the potential to lead in their fields, as well as being open to disruptive business models [13][14] - The investment landscape is characterized by a need for precision in selecting companies with core competitive advantages, as the barriers to entry are low but the potential for high returns is significant [14]

此次《决定》通过，意味着粤港澳大湾区内地九市在探索内涵式高质量发展方面迎来新一轮顶层规划。 其中，南方财经记者注意到，在产业布局方面，《决定》提出要加快集成电路、低空经济、新型储能、 新能源、新材料等战略性新兴产业集群发展，并前瞻布局未来产业，推动量子科技、生物制造、脑机接 口、人工智能、智能机器人等成为新的经济增长点。 今年7月中央城市工作会议定调未来城市发展路径，提出以建设创新、宜居、美丽、韧性、文明、智慧 的现代化人民城市为目标，以推动城市高质量发展为主题，以坚持城市内涵式发展为主线，以推进城市 更新为重要抓手，大力推动城市结构优化、动能转换、品质提升、绿色转型、文脉赓续、治理增效，牢 牢守住城市安全底线，走出一条中国特色城市现代化新路子。 "十五五"规划建议提出，巩固提升京津冀、长三角、粤港澳大湾区高质量发展动力源作用。 选准目标赛道后，更关键问题在于，这批新产业能否在城市群、都市圈内形成"1+1>2"的产业链协同效 应？ 对此，《决定》明确，要强化省级层面统筹，推动大湾区内地九市跨市域共建现代化产业园区、科技产 业合作平台，创新"中心城市研发+周边城市制造""总部+基地""前端+后台""总装+配套" ...

Group 1: Core Perspectives - The central theme of the news is the strategic focus of the "Central Three Provinces" (Hunan, Hubei, Jiangxi) on expanding domestic demand, building a technological innovation hub, and serving as a model for regional coordinated development during the 14th Five-Year Plan period [1] Group 2: Economic Development Strategies - Hubei aims to accelerate consumption expansion by innovating consumption models and increasing the supply of quality goods, with a target of driving over 176 billion yuan in consumption through initiatives like trade-in programs [2] - Hunan emphasizes the integration of consumer welfare and investment, aiming to enhance the consumer market and support the development of regional consumption centers [3] - Jiangxi plans to actively create new demand and supply by leveraging its ecological and cultural resources to develop immersive consumption experiences [3] Group 3: Technological Innovation - All three provinces recognize technology as the primary productive force, with Hubei aiming to increase the number of high-tech enterprises to 35,000 and technology transaction volume to over 600 billion yuan by 2025 [4] - Hunan is focused on establishing itself as a competitive technological innovation hub, encouraging investment in fundamental research and breakthroughs in key technologies [5] - Jiangxi aims to build a nationally influential industrial technology innovation center, concentrating research efforts on areas like rare earth materials and modern agriculture [6] Group 4: Regional Coordination and Development - The news highlights the importance of the Yangtze River Middle Urban Agglomeration, with Hubei supporting the development of regional centers like Wuhan and Xiangyang to enhance economic collaboration [7] - Hunan plans to optimize its economic layout and promote coordinated regional development through new urbanization strategies [8] - Jiangxi is set to improve its regional coordination mechanisms to facilitate efficient resource flow and high-quality county-level economic development [8]

光明科学城 12月4日，为期两天的光明科学城论坛·2025开幕，这场以"开放""智创""领航"为年度主题关键词的科学盛会， 集中展示大湾区综合性国家科学中心建设新进展的同时，以务实行动回应了科技创新与产业创新深度融合的 新时代之问。 湾区科创新核 奏响协作强音 作为大湾区综合性国家科学中心先行启动区的重要组成部分，深圳光明科学城（以下简称"光明科学城"）肩 负着打造国家战略科技新力量的责任。自2018年规划建设以来，深圳以超常规力度打造世界一流科学城，集 中布局一批大科学装置、2所高水平研究型高校、2个广东省实验室、11个科研机构，聚集颜宁、杨学明、樊 建平等知名院士在内的高层次人才超3000人；光明科学城连续3年入选全国科技城百强榜，排名从2022年第24 名跃升至2024年第7名，创新能力和综合竞争力位居全国前列。 高水平科技开放合作是实现高水平科技自立自强的内在要求，优化区域开放布局，进一步探索协同创新合作 模式和机制，有助于推进优质创新资源共享共用，促进科研、产业优势互补，打造形态多样的开放高地，促 进科技水平大幅提升。 抢抓新一轮科技革命和产业变革历史机遇，需要全面增强自主创新能力，不断催生新质生产 ...

广告等商务合作，请点击这里 据悉，该中心围绕"绿色低碳""生物农业"和"医疗健康"三大领域，建设自动化生物制造平台、大规模载 体制备与质控平台、跨尺度生物多模态验证平台、生产工艺高通量开发平台、中试放大及GMP平台(意 为"药品生产质量管理规范平台")、生物信息计算支撑平台六大平台，助力"实验室创意"进入"新产品创 制"的"1-10"进程；将有效打通工艺开发、中试放大等成果转化关键环节，助力深圳打造千亿级生物制 造产业集群。 该中心所在的光明科学城，是粤港澳大湾区综合性国家科学中心先行启动区的重要组成部分，肩负着打 造国家战略科技新力量的责任。自2018年规划建设以来，深圳着力打造世界一流科学城，集中布局一批 大科学装置、2所高水平研究型高校、2个广东省实验室、11个科研机构，聚集颜宁、杨学明、樊建平等 知名院士在内的高层次人才超3000人。光明科学城连续3年入选全国科技城百强榜，排名从2022年第24 名跃升至2024年第7名，创新能力和综合竞争力位居中国前列。(完) 中国生物制造领域唯一国家级产业创新平台试运行 来源：中国新闻网 中新社深圳12月4日电 (记者 索有为)国家生物制造产业创新中心4日在深圳启 ...