Core Viewpoint - Sichuan Province is supporting Chengdu to enhance its core functions and accelerate high-quality development, particularly in the import of fresh aquatic products and the establishment of a national distribution center for specialty items like salmon, durian, and caviar [1]. Group 1: Economic Development Initiatives - Chengdu will pilot an import "white list" system for fresh aquatic products, aiming to create a national distribution hub for specialty items [1]. - In 2024, over 10,000 tons of salmon are expected to enter the Chinese market through Chengdu's air port, with the value of imported salmon ranking second nationwide [1]. - Chengdu is identified as the "main battlefield" for Sichuan's open economy and a "ballast stone" for stabilizing foreign trade, accounting for over 80% of the province's import and export volume [1]. Group 2: Infrastructure and Logistics - Sichuan will support Chengdu in leveraging its "dual international airports + international railway port" to enhance international cargo distribution capabilities [1]. - The province aims to accelerate the construction of a "Belt and Road" import and export commodity distribution center [1]. Group 3: Market Expansion and Support for Enterprises - Sichuan encourages Chengdu enterprises to form groups to explore new markets, with a focus on cross-border e-commerce, overseas warehouses, and local quality products [1]. - Small and medium-sized foreign trade enterprises will receive increased support to facilitate their international expansion [1]. Group 4: Industry Strengthening and Financial Support - Chengdu will focus on enhancing key industries such as electronic information, equipment manufacturing, and healthcare to improve international competitiveness [2]. - The province will promote the development of digital trade and establish a digital trade service platform to expand the scale of sectors like online gaming and software services [2]. - Sichuan will guide Chengdu in utilizing financial products and special credit quotas to support the internationalization of its industries [2].

Core Viewpoint - The Wuhan East Lake High-tech Zone is leveraging its unique resources in technology, culture, and nature to create innovative tourism experiences, aiming to transform technological "traffic" into cultural tourism "increment" [1] Group 1: Technology and Tourism Integration - The East Lake High-tech Zone is launching a "1+8" model, which includes one technology tourism map and eight premium travel routes, to promote the integration of technology and tourism [1] - The newly released technology tourism map integrates 65 tourism points, highlighting unique tech-related attractions such as the New Thinking Technology Future Museum and the Hubei Human-Shaped Robot Innovation Center [2] Group 2: Premium Travel Routes - The eight premium travel routes include seasonal routes and focus on family-friendly educational experiences, such as the "Science Popularization" and "Multi-Dimensional Technology Practice" routes [2] - The "Frontier Innovation" route allows visitors to experience the industrial advantages of the East Lake area, while the "Smart Core Business Tour" combines industrial innovation with business tourism [2] Group 3: Educational and Thematic Activities - The East Lake High-tech Zone is collaborating with local companies to launch various educational-themed activities, including the "East Lake Technology Exploration Camp," which features hands-on experiences at major tech landmarks [3] - The integration of high-tech industries with tourism is expected to meet the demand for unique and innovative experiences among visitors, contributing to the development of high-quality tourism products [3] Group 4: Future Development Plans - Wuhan's action plan aims to accelerate the creation of a world-renowned cultural tourism destination, with a focus on strengthening technology-related tourism products [3] - The city plans to promote the "Cyber Wuhan" brand and develop landmark projects such as the "Light Valley Photon" aerial tramway and metaverse districts [3]

Group 1: Hong Kong Talent Investment Fund - Hong Kong has launched a talent entrepreneurship investment fund with an initial scale of HKD 1 billion, focusing on cutting-edge fields such as technology, healthcare, and consumption [3] - The fund is initiated by the founder of the High Talent Service Association and aims to support approximately 8,000 high talents arriving in Hong Kong each month [3] - The first tranche of HKD 300 million is confirmed, targeting investments in biotechnology, artificial intelligence, fintech, high-end manufacturing, and Web3 [3] Group 2: AIC Chain Master M&A Fund - The first AIC chain master M&A equity investment fund has been established in Ningbo with a total scale of CNY 1 billion [4] - This fund is unique as it integrates industry players to create an AIC equity investment fund centered around the industry chain master, focusing on mergers, acquisitions, and direct equity investments in innovative projects [4] - The fund aims to assist the automotive industry in integrating upstream and downstream resources to enhance local automotive parts and vehicle manufacturing [4] Group 3: Luoyang Industrial Investment Fund - Luoyang Economic Development Zone has announced a total scale of CNY 3 billion for its industrial investment mother fund, focusing on strategic emerging industries and future frontiers [5] - The fund will invest in electronic information, biomedicine, new materials, high-end equipment, and intelligent manufacturing [5] - The investment structure includes a mother fund, direct investment projects, and market-oriented sub-funds, with a total duration of 12 years [5] Group 4: Hubei Green New Leading Fund - The Hubei Green New Leading Equity Investment Fund has been signed with a total scale of CNY 1.5 billion, focusing on ecological and environmental protection [6] - The fund will cover areas such as pollution prevention, ecological restoration, energy conservation, and clean energy, aligning with the national "dual carbon" strategy [6] Group 5: Foshan Chancheng Industrial Fund System - Foshan Chancheng has launched a "1+1" industrial fund system aiming to build a total scale of no less than CNY 8 billion within 8 years [7] - The system consists of the government-backed "Qihang Fund" with a total scale of CNY 2 billion and the "Leading Fund" with a total scale of CNY 3 billion [8] - The funds will focus on advanced manufacturing, modern services, and technology innovation, with various investment strategies including direct investment and sub-funds [7][8] Group 6: Jinan Aerospace Industry Fund - Jinan has established an aerospace industry investment fund with a scale of CNY 205 million, focusing on satellite manufacturing and low-altitude economy [9] - The fund aims to accelerate the incubation of quality projects in the aerospace sector [9] Group 7: Yangzhou Biomedicine Fund - Yangzhou has set up a biomedicine industry investment fund with a total scale of CNY 250 million, focusing on medical materials and chemical materials [10] - The fund will support high-end medical consumables and aims to attract quality enterprises to settle in Yangzhou [10]

为了促进战略性新兴产业发展，武汉海关按照海关总署推广"白名单"管理制度的工作安排，第一时间向 辖区相关企业开展政策宣传，明确制度适用企业和产品。在风险评估论证的基础上，积极争取省内9家 国家重点支持的高新技术领域企业被纳入总署"白名单"，大幅降低布控比例，极大优化检验监管模式， 助力产品安全、高效、快速通关。 "光刻胶等是我们生产过程中必不可少的原料，随着研发生产规模持续加大，我们进口原料的批次和数 量也大幅增加。海关在了解到我们便利通关的迫切需求后，第一时间向我们宣传'白名单'制度，对我们 的信用及质控水平等因素进行综合考察，帮助我们积极争取享受政策优惠。"武汉天马微电子有限公司 物流负责人尹丽娟表示，"现在，我们纳入'白名单'的危化品大部分可以直接通关、快速投入生产，效 率提升80%以上，每年不仅能节省约50万元的综合成本，国际竞争力也将大大提升。" 湖北"光芯屏端网"等战略性新兴产业发达，位于武昌海关辖区的武汉东湖高新（600133）技术开发区， 是国家光电子信息产业基地、国内最大的光器件研发生产基地和激光产业基地，集成电路、新型显示面 板等众多企业在此云集。随着产业加快发展，企业对进口光刻胶、防反射薄 ...

Economic Overview - Dongguan's economy maintained overall stability in the first five months of 2025, focusing on high-quality development and implementing various policy measures [2] Industrial Production - The industrial added value of enterprises above designated size increased by 5.5% year-on-year. Key industries showed rapid growth, with electronic information manufacturing up by 9.2%, electrical machinery and equipment manufacturing up by 9.5%, and chemical manufacturing up by 12.2% [3] - New momentum industries also grew quickly, with advanced manufacturing and high-tech manufacturing added value increasing by 7.8% and 9.2% respectively. High-tech product output saw significant increases, with servers up by 380.9%, integrated circuits by 85.9%, sensors by 80.8%, and complete electronic computers by 42.6% [3] Foreign Trade - The total foreign trade import and export volume reached 615.85 billion yuan, a year-on-year increase of 17.4%. Imports were 244.11 billion yuan, up by 28.5%, while exports were 371.74 billion yuan, up by 11.2% [4] - In May, the total foreign trade volume grew by 10.7% year-on-year, with imports increasing by 14.2% and exports by 8.6% [4] Consumer Market - The total retail sales of social consumer goods reached 186.281 billion yuan, a year-on-year increase of 4.4%, with a 0.4 percentage point increase compared to the first four months [5] - Dining revenue grew by 2.5%, while retail sales of goods increased by 4.8%. Sales of products related to trade-in programs saw rapid growth, with furniture and communication equipment retail sales increasing by 110.3% and 103.4% respectively [5] - Online consumption maintained rapid growth, with retail sales through public networks increasing by 37.8% year-on-year [5] Fixed Asset Investment - The total fixed asset investment decreased by 16.7% year-on-year, with a 4.6% decline when excluding real estate development investment. Infrastructure investment grew by 7.0%, while industrial investment fell by 4.1% [6] - The proportion of industrial investment in total fixed asset investment reached 54.4%, an increase of 7.1 percentage points year-on-year [7] Fiscal and Financial Performance - The general public budget revenue was 35.180 billion yuan, a year-on-year increase of 3.1%, while expenditure remained flat at 40.615 billion yuan [8] - By the end of May, the balance of deposits in financial institutions was 2.868995 trillion yuan, up by 7.2%, with household deposits increasing by 11.4% [8] Consumer Price Index - The Consumer Price Index (CPI) decreased by 1.0% year-on-year, with seven categories of goods and services showing price declines. The CPI in May fell by 1.2% year-on-year [9]

为促进高校毕业生就业，各地高校不断创新校企合作模式，通过参与企业研发项目、"订单式"校企合作人才培养等方式，帮助学生提前适应岗位需求，实现 精准就业。不久前，从内蒙古电子信息职业技术学院电子信息工程技术专业毕业的陈永胜，就与呼和浩特市一家新能源企业顺利签订了劳动合同。 内蒙古电子信息职业技术学院毕业生 陈永胜：从大学二年级进入订单班学习，学校将企业岗位知识搬进课堂，我学习了智能传感、智慧物联、产品检测等 相关专业实用技术，现在顺利入职，工作内容与所学无缝对接，一切都十分顺畅。 为帮助学生提升求职能力，适应岗位需求，内蒙古电子信息职业技术学院构建了"实习岗位前置、技能培训嵌入、职业发展贯通"的全链条就业实习体系，并 与海康威视等多个企业共建校内实习实训基地，实施"订单式"校企合作人才培养。 内蒙古电子信息职业技术学院电子与自动化系主任 刘占伟：（我们系）建设了校内实习实训基地6个，学生在校内实训基地就可掌握七成以上的岗位技能。 近两年来，我们与31家企业合作实施"订单式"校企合作人才培养模式，成立订单班48个，定向输送高技能人才近1500人。实现"招生即招工、毕业即上岗"。 协同育人 人才成长与企业发展同频共振 ...

Core Insights - Shenzhen is leveraging technological innovation and industrial upgrades to develop its marine economy, focusing on high-tech industries and services in the Guangdong-Hong Kong-Macao Greater Bay Area [2][4]. Group 1: Technological Innovation - The successful sea trial of the world's first offshore wind power seawater desalination direct electrolysis hydrogen production technology marks a significant advancement in hydrogen production from seawater [4]. - Shenzhen has established a comprehensive innovation ecosystem for marine technology, integrating basic research, technological breakthroughs, and results transformation [4][5]. - The city has formed a network of 75 marine innovation carriers, including 5 national-level platforms and 16 provincial-level laboratories, focusing on marine electronic information, engineering equipment, and energy [5][6]. Group 2: Industrial Development - Shenzhen's marine engineering equipment manufacturing and shipbuilding industries comprise 269 companies, with an expected value-added output of 24 billion yuan in 2024 [8]. - The marine oil and gas industry is projected to exceed 60 billion yuan in value-added output in 2024, supported by the operation of the second-largest offshore oil field in the South China Sea [8]. - The marine electronic information sector has 517 companies, with 123 being large-scale enterprises, and has established 867 5G base stations covering marine areas [9]. Group 3: Marine Services - Shenzhen's port is expected to handle 33.39 million TEUs in 2024, marking an over 11% year-on-year increase, maintaining its position as the fourth-largest container hub globally [12]. - The LNG (liquefied natural gas) throughput at Shenzhen Port is projected to reach 13.36 million tons in 2024, continuing its status as the national leader for four consecutive years [13]. - The marine tourism sector contributes approximately 20% to the city's marine industry GDP, with significant events and facilities enhancing its profile [15].

Core Viewpoint - Putian City is focusing on building a "three main, three new" modern industrial system, emphasizing advanced manufacturing, modern services, and characteristic modern agriculture, while nurturing four new driving forces: digital economy, marine economy, green economy, and cultural tourism economy [1][13]. Group 1: New Quality Productive Forces Overview - New Quality Productive Forces, introduced by President Xi Jinping, emphasize innovation as the main driving force, moving away from traditional economic growth models, characterized by high technology, efficiency, and quality [2][3]. - This concept is crucial for promoting high-quality economic development and constructing a modern industrial system [3]. Group 2: Economic Performance of Putian City - Putian City aims for a GDP of 344.27 billion yuan in 2024, with a year-on-year growth of 5.5%, and an optimized industrial structure of 4.4:46.8:48.8 [4]. - The secondary industry contributes significantly to economic growth, while the tertiary industry, driven by cultural tourism and digital empowerment, plays a key role in stabilizing growth [4]. Group 3: Industrial Development Strategy - The city is implementing a strategy of "industrial strength and innovation empowerment," focusing on new materials, intelligent manufacturing, and renewable energy to enhance industrial quality and efficiency [6][21]. - In 2024, the total industrial added value is expected to reach 140.93 billion yuan, with a growth rate of 5.9%, highlighting the acceleration of new quality productive forces [6]. Group 4: Modern Industrial System - Putian is constructing a modern industrial system characterized by advanced manufacturing, modern services, and characteristic agriculture, with a focus on upgrading traditional industries and developing new emerging industries [1][13]. - The "3+5+N" industrial layout aims to create a competitive advanced manufacturing base and a demonstration area for modern industrial integration [1][13]. Group 5: Policy Framework for New Quality Productive Forces - Putian City has introduced various policies to support high-tech industry development, new infrastructure construction, and green high-quality development, forming a comprehensive policy matrix [10][11]. - The government emphasizes the importance of innovation, talent cultivation, and infrastructure improvement to foster new quality productive forces [10][11]. Group 6: Trends in New Quality Productive Forces - Traditional industries are rapidly transitioning to intelligent and digital models, while emerging industries like new functional materials and renewable energy are experiencing significant growth [21][22]. - The city is focusing on industrial collaboration and integration, enhancing the synergy between upstream and downstream industries [23]. - Innovation-driven and green development strategies are being prioritized, with efforts to optimize the innovation ecosystem and promote sustainable practices [24].

公告编号：2025-072 | | □特定对象调研□分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | 投资者关系活 | | | 动类别 | □新闻发布会□路演活动 | | | □现场参观 | | | ☑其他产品交流会 | | 参与单位名称 及人员姓名 | | | | 招商证券战泳壮 农银汇理基金高晗 | | | 金科投资张诚 | | | 大牛投资王战勇 | | | 中航证券向正富 | | | 同花顺财经史丰瑞 | | | 中邮证券王煜童 | | | 中和资本冯奕健 | | | 民生证券孔厚融 | | | 东北证券黄泽等 | | 时间 | 2025 年 6 月 26 日下午 14:00-16:00 | | 地点 | 中关村环保园创中心 | | | 董事长（代行董事会秘书职责）：张秋生 | | 上市公司接待 | 副总经理：李进佳 | | 人员姓名 | 副总经理：巩玉振 | | | 控股子公司北京中科海讯微系统技术有限公司总经理：李红兵 | 证券代码:300810 证券简称:中科海讯 北京中科海讯数字科技股份有限公司 投资者关系活动记录表 公司所处行业为特种电子信息行业，产品主要应 ...

Core Insights - The cultivation and construction of industrial clusters provide strong support for the domestic gradient transfer of industries, becoming an important force in leading and driving regional economic development [1] - The "Blue Book" emphasizes that promoting the orderly transfer of industries domestically is crucial for optimizing productivity spatial layout and promoting regional coordinated development [1] Group 1: Current Economic Environment - The current international economic environment is increasingly unstable, with external demand growth slowing down, making the improvement of "internal circulation" a powerful driving force for economic development [1] - The "14th Five-Year Plan" aims to enhance the modernization level of industrial chains and supply chains, proposing to optimize regional industrial chain layouts and strengthen the capacity of the central and northeastern regions to undertake industrial transfers [1] Group 2: Domestic Gradient Transfer Models - The "Blue Book" categorizes domestic gradient transfer models into five types: cost-driven, technology-driven, industrial chain layout-driven, "flying geese cooperation" driven, and external factors driven [1][2] - The cost-driven transfer model is highlighted as the most typical, where rising labor costs and stricter environmental policies in eastern regions lead companies to relocate to lower-cost central and western regions [2] Group 3: Regional Economic Development - Central regions like Henan, Anhui, and Sichuan have successfully attracted textile industries from Jiangsu and Zhejiang, while the Pearl River Delta's electronic industry is moving to central provinces like Jiangxi and Hunan [2] - The rapid development of advanced manufacturing clusters in central regions focuses on fields such as engineering machinery, smart manufacturing, optoelectronic information, and new materials [2] Group 4: Industrial Cluster Development - In 2022, 45 national advanced manufacturing clusters were announced, with 30 located in eastern regions, 8 in central regions, 5 in western regions, and 2 in northeastern regions [6] - By 2024, the number of new clusters in central and western regions is expected to increase significantly, indicating an accelerated transfer of industries from eastern coastal areas to central and western regions [6] Group 5: Challenges and Recommendations - The "Blue Book" identifies challenges such as insufficient support conditions in central and western regions, administrative barriers, and external pressures on domestic industrial transfers [7] - Recommendations include promoting the construction of a unified domestic market, innovating regional industrial transfer cooperation mechanisms, and exploring cross-regional technology transfer mechanisms [7]