记者 杜晨薇 "走出去"是中国企业发展成为全球企业的必由之路。昨天上午，浦东新区支持企业"走出去"工作推 进会在浦东城市规划和公共艺术中心举行。 大会聚焦企业出海核心需求，集中发布两项重磅举措。其中，区发改委发布《浦东新区支持出海企 业总部和出海先锋企业发展的若干措施》，构建全方位、多层次的出海企业支持体系。区委金融办发布 《浦东新区支持企业"走出去"进一步提升金融服务便利化行动方案》，为出海企业提供全周期的金融保 障。 浦东新区为大力吸引和集聚国内优质出海企业，加大空间载体供应支持力度，打造出海企业集聚 区。会上，浦东新区企业走出去综合服务中心与首批6家拟出海入驻企业代表签约。这些企业涵盖高端 制造、数字科技、专业服务等领域，标志着浦东精心打造的"走出去"服务生态圈磁吸效应日益增强，正 吸引全国优质企业汇聚于此，共享浦东高能级的国际化平台资源和专业服务网络。 大会还举行了"出海企业总部"和"出海先锋企业"颁证仪式，树立浦东企业"走出去"标杆。首批11 家"出海企业总部"均是各自行业领域的翘楚，不仅带动国内装备、技术、标准"走出去"，促进贸易与投 资增长，更在国际合作中发挥桥梁作用。首批16家"出海先锋企业" ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) Chairman Wu Qing announced significant reforms at the 2025 Lujiazui Forum, focusing on enhancing capital market functions and promoting the integration of technological and industrial innovation [1][3]. Group 1: Capital Market Reforms - The CSRC will restart the fifth listing standard for unprofitable companies on the Sci-Tech Innovation Board (STAR Market) and officially implement the third standard on the ChiNext board to support high-quality unprofitable innovative enterprises [1][5]. - The fifth listing standard emphasizes that companies do not need to meet revenue or net profit requirements but must have approved core products and significant market potential [2][4]. - As of now, 20 companies have successfully listed on the STAR Market under the fifth standard, raising a total of 42.871 billion yuan, with these companies achieving a combined revenue of 14.338 billion yuan in 2024, reflecting a year-on-year growth of 44.45% [2]. Group 2: Policy Measures - The "1+6" policy measures include establishing a Sci-Tech Growth Layer on the STAR Market and expanding the fifth standard's applicability to more sectors, including artificial intelligence and commercial aerospace [4]. - Six specific reform measures will be introduced, such as trialing a pre-IPO review mechanism for quality tech companies and enhancing the refinancing system for STAR Market companies [4]. Group 3: Market Reactions and Future Outlook - Following Wu Qing's speech, the STAR Market saw a notable increase, with the Sci-Tech 50 Index rising by 0.53% on June 18 [6]. - According to China International Capital Corporation (CICC), there are still opportunities for capital allocation and valuation improvement in the sci-tech sector, with the potential for overseas capital to return to China's stock market [7]. - CICC highlighted that the current valuations of sci-tech companies remain attractive, with the forward P/E ratios for the ChiNext Index and Sci-Tech 50 Index at 21.6x and 50.7x, respectively [7].

Economic Performance Overview - In May, the national economy demonstrated stable growth with industrial added value increasing by 5.8% year-on-year and 0.61% month-on-month, while the cumulative growth from January to May reached 6.3% [1] - Retail sales of consumer goods totaled 41,326 billion yuan in May, marking a 6.4% year-on-year increase, which is 1.3 percentage points higher than the previous month [1] - Fixed asset investment (excluding rural households) amounted to 191,947 billion yuan from January to May, reflecting a 3.7% year-on-year growth, with a notable 7.7% increase when excluding real estate development investment [1] Economic Characteristics - The economy exhibited five key characteristics: stable growth supported by policy measures, steady operation with a decreasing unemployment rate, continuous improvement in domestic demand and production supply, accumulation of new growth drivers in high-end manufacturing and digital economy, and resilience in the face of external challenges [2][3] - The overall economic performance in May was characterized by strong resilience and vitality, with macro policies working in coordination to support stability [3] Price and Real Estate Market - In May, the Consumer Price Index (CPI) showed a slight decline year-on-year, influenced by international factors and falling food prices, while the core CPI's growth rate steadily expanded [4] - The real estate market remained stable, with a narrowing year-on-year decline in housing prices across 70 major cities and a continuous reduction in inventory [4] Consumption and Investment Trends - Consumption growth in May exceeded expectations, driven by policies such as trade-in programs and national subsidies, with retail sales reaching their highest level of the year [6] - Key categories such as home appliances, furniture, and communication equipment saw significant sales increases, indicating the effectiveness of consumption stimulus policies [6] Future Outlook - The economic fundamentals remain strong, with expectations for continued monetary easing and fiscal support for consumption and real estate markets [5][6] - The focus will be on enhancing domestic demand and structural reforms to ensure stable economic growth amid external uncertainties [3]

Group 1 - The Shanghai Stock Exchange (SSE) organized a promotional event in London and Geneva to enhance cross-border capital investment cooperation and showcase the achievements and potential of China's capital market [1] - Twelve leading companies from various sectors, including healthcare, high-end manufacturing, and information technology, participated in the roadshow, demonstrating their governance, innovation, and competitive advantages [2] - The event attracted over 70 international financial institutions, highlighting the opportunities for diversified investment in undervalued traditional industries and emerging sectors in China [2] Group 2 - The introduction of the STAR Market (科创板) has garnered significant attention from international investors, with over 200 foreign institutions conducting more than 500 research visits to A-share companies this year [3] - The SSE presented the STAR Market's initiatives in supporting innovation, facilitating business expansion, and attracting long-term capital, which have bolstered investor confidence in Chinese tech companies [3] - Foreign institutions expressed strong interest in understanding more about high-quality Chinese listed companies, indicating a growing appetite for investment in the Chinese market [4] Group 3 - The SSE has been actively promoting China's capital market reforms and various investment products to European institutions, receiving positive feedback regarding the investment potential of Chinese companies [4] - The SSE has visited 12 countries and regions in 2023 to enhance international investor engagement and communication channels, aiming to position China's capital market as a significant player in global asset allocation [5][6] - The SSE is committed to fostering an open and innovative environment to create shared development opportunities for both domestic and foreign investors [6]

"极致"的胜出 夏丹 张孙小娱 | 文 5月23日，北京五洲大酒店，第十届中国•烟台海内外精英创业大赛推介会现场，来自北上广的与会创业者将目光集中在一张卫星地图——渤海湾畔的龙口 市被红线圈出，箭头直指东海科技孵化产业园的九宫格建筑群。 一个县级市，凭什么吸引高端制造和人工智能企业？答案或许藏在产业园入驻企业的三组数据里：众航装备的军工级精密零件加工误差，相当于头发丝的 1/15；龙牙智能的机器人产线替代传统用工的比例达14:1；智元AI的故障预测系统为工业企业避免200万元损失的响应速度。 一场静悄悄的产业变革正在东海科技孵化产业园内上演。这个总投资15亿元的科创平台，自2023年7月运营以来，已成功孵化20余家科技企业，成为观察 中国县域经济转型升级的鲜活样本：当大城市争夺"独角兽"时，龙口选择了一条更务实的路径——用产业链协同、政策精准度和服务响应速度，构建起智 能制造领域的"隐形冠军"孵化器。 1 全链条服务 打造创新生态圈 走进园区3号楼，众航装备的智能化车间里，6台三轴加工中心正在高速运转。总经理韩作旗指着一款特种装备刀杆介绍："这个产品的加工误差控制在 0.005毫米以内，相当于头发丝的十五分之 ...

各位老铁，这里是帮主郑重的复盘分享时间。今天A股市场迎来了一场"班级大洗牌"——沪深交易所和中证指数公司齐刷刷宣布，深证成指、创业板指、 上证50、沪深300等核心指数今天（6月16日）正式更换样本股。这就好比学校重新排座位，优等生被重点培养，后进生则可能被边缘化。作为中长线玩 家，咱们得把显微镜和望远镜都用上，既要抓住调仓带来的短期机会，更要盯紧长期的产业趋势。 一、指数"排座位"背后的产业密码 这次调整可不是简单的数字游戏，而是A股"新陈代谢"的关键动作。就拿创业板指来说，新纳入的蓝色光标、长盈精密等8家公司，清一色来自人工智 能、高端制造等新质生产力领域，研发投入平均增长10%，有22家公司研发费用超过10亿元。南开大学田利辉教授说得明白，这是资本市场在主动拥 抱"硬科技"，把资金往高成长性赛道引导。 1. 战略新兴产业龙头：比如创业板50新纳入的机器人（300024），作为工业自动化领域的隐形冠军，最近获得了特斯拉人形机器人核心部件订单，机构 预测2025年净利润增速将超50%。 2. 高研发投入的硬科技公司：像深证成指新调入的福晶科技（002222），在激光晶体领域全球市占率超70%，最近又拿下华为 ...

Company Overview - Danikel Automation Technology Co., Ltd. was established in 2012 and focuses on automated tightening equipment, providing products such as automated assembly equipment and screw conveyors widely used in the home appliance and automotive manufacturing sectors [2] - The company has developed a leading domestic intelligent tightening system and has achieved domestic substitution among several benchmark clients in the automotive industry in recent years [2] Recent Financing - Danikel recently completed a strategic financing round amounting to hundreds of millions, jointly invested by Xiaomi Industrial Investment and Zhongding Capital [1] - The financing will primarily be used for core technology research and development, enhancing the production capacity of core components, and deepening international expansion [3] Investment Rationale - Xiaomi Industrial Investment highlighted Danikel's long-term focus and outstanding technical strength in the intelligent tightening tool sector, indicating significant market potential [4] - Zhongding Capital emphasized Danikel's integrated hardware and software R&D system and its keen understanding of global industrial intelligence trends, positioning it as a key player in high-end manufacturing [4] Industry Trends - The financing event reflects the ongoing trend of the manufacturing industry towards intelligent transformation, supported by increasing government backing for high-end manufacturing [5] - The recognition from venture capital institutions indicates strong market confidence in high-quality technology enterprises, with Danikel's successful financing serving as a benchmark for the industry and showcasing the vast prospects in the intelligent manufacturing sector [5]

07:45 有哪些途径可以开拓、哪些举措应该强化？ 6月6日，浙江工业大学莫干山校区应届毕业生在校园内留影。新华社发（谢尚国摄）今年以来，我国在人工智能、高端制造、量子科技等领域用工需求旺 盛，催生大量新岗位，就业市场凸显出"智能+"特点。 "随着经济结构转型升级，就业市场呈现明显的行业分化趋势。"Unity中国首席营销官梁璐表示，AI、新能源、低空经济、芯片等战略产业对人才需求旺 盛，但企业更青睐具备跨领域能力的复合型人才，而非单一技能者。"毕业申"招聘平台公共事务部总监汪俊美补充称，数字经济、绿色能源、高端装备制造 等领域岗位热度持续攀升，而传统行业如建筑、纺织、零售等需求有所下降。"这一变化反映出社会对高附加值、适应型人才的迫切需求。" 2025届全国普通高校毕业生规模预计达1222万人，同比增加43万人。 今年就业市场呈现哪些新趋势？ 6月10日，在2025长春光博会光电领域尖端人才招聘会，应聘者查看招聘企业信息。当日，2025长春国际光电博览会·Light国际会议（简称2025长春光博会） 在长春东北亚国际博览中心开幕。新华社记者 张楠 摄面向新兴产业急需的知识和技能要求，教育部部署实施了高校学生就 ...

Group 1 - The article highlights the emergence of mid-generation fund managers in the public fund industry, who are becoming key players between established veterans and new rising stars [2] - Notable mid-generation fund managers include Yuan Weide from China Europe Fund, Liu Xu and Han Chuang from Great Wall Fund, and Zhang Jintao from Harvest Fund, among others [2] - These managers face the challenge of balancing scale growth with performance stability, aiming to convert short-term success into long-term sustainable returns [2] Group 2 - Yuan Weide has 8.46 years of investment experience and manages four products with a total scale of 10.267 billion yuan [3] - Initially focused on TMT and electronics, Yuan has expanded his expertise to banking, new energy, and consumer sectors, categorizing assets into three types based on risk-return characteristics [4] - As of Q1 2025, Yuan's portfolio includes high-end manufacturing, consumer goods, and gold stocks, adhering to a value investment philosophy that prioritizes safety and growth [4][5] Group 3 - Liu Xu, with 9.88 years of experience, manages seven products totaling 25.734 billion yuan, focusing on deep value investment through a five-dimensional stock selection model [8] - His investment strategy emphasizes long-term value and competitive advantages, particularly in the manufacturing sector [9] - Liu's flagship product, Great Wall Gaoxin, has achieved a total return of 382.52% since his appointment in July 2015, outperforming the benchmark [13] Group 4 - Han Chuang, with 6.42 years of experience, manages seven products totaling 14.642 billion yuan, known for a cyclical growth strategy focusing on industry trends [10] - His performance has been closely tied to macroeconomic conditions, and he aims to diversify beyond cyclical sectors to enhance returns [17] - Han's flagship product, Great Wall New Industry, has delivered a total return of 299.27% since his appointment in January 2019, although recent performance has lagged [16] Group 5 - Zhang Jintao from Harvest Fund has 9.05 years of experience and manages seven products with a total scale of 15.428 billion yuan, focusing on value investment principles [20] - His representative product, Harvest Hong Kong and Shanghai Select, has achieved a total return of 152.37% since May 2016, with a year-to-date return of 10.68% [22][23] - Wang Guizhong, another notable manager from Harvest Fund, has 6.10 years of experience and focuses on technology investments, achieving a total return of 170.06% since May 2019 [25][27]

龙头企业专项赛事则以行业龙头企业"张榜"、中小企业"揭榜"的形式，助力中小企业参与重点产业链供应链强链补链，推动形成大中小企业良性互动、协同 发展格局。目前已联合北汽集团、北京人形机器人创新中心、海博思创、中国商飞北研中心、软通动力、中国有研、集创北方、京东方、京东、360、西门 子、用友和东华软件等13家龙头企业设置专项赛道，重点围绕新汽车科技、具身智能、民用航空、新材料等领域，发现前沿技术，开展融合对接。 6月12日，第十届"创客中国"北京市中小企业创新创业大赛暨"创客北京2025"创新创业大赛新闻发布会在京召开。据悉，本届大赛分为北京区域赛事和龙头 企业专项赛事，已于5月30日启动报名，项目招募报名截止时间为6月30日。同时，首次将大赛成绩与专精特新企业认定挂钩，根据参赛及获奖情况给予1—5 分的专项加分。 设置北京区域赛事和龙头企业专项赛事 据悉，"创客北京2025"创新创业大赛分为北京区域赛事和龙头企业专项赛事。其中，北京区域赛事由窗口平台初赛、区级复赛和市级决赛组成，共设立200 余个初赛点、17个分赛区。同时，聚焦高精尖和未来产业领域，围绕人工智能、医药健康、信息技术、高端制造、具身智能、新材料 ...