Group 1 - The core viewpoint of the articles highlights the positive impact of tax reduction and fee reduction policies on technological innovation and manufacturing industries in China, with significant growth in sales revenue and innovation momentum [1][2] - In the first quarter of this year, tax reductions and refunds supporting technological innovation and manufacturing reached 424.1 billion yuan, indicating strong government support for these sectors [1] - High-tech industry sales revenue increased by 13.9% year-on-year in the first four months, significantly outpacing the overall national growth rate [1] Group 2 - The sales revenue from national technology achievement transformation services grew by 33.6% year-on-year in the first four months, reflecting the continuous release of new productivity innovation momentum [1] - The manufacturing sector also showed steady growth, with sales revenue increasing by 4.7% year-on-year, particularly in advanced manufacturing such as computer manufacturing and intelligent equipment manufacturing, which saw increases of 23.8% and 15.7% respectively [1] - The structural tax reduction and fee reduction policies have effectively supported the high-quality development of technological innovation and manufacturing industries [1][2]

为贯彻落实习近平总书记在"上海合作组织+"阿斯塔纳峰会上的重要讲话精神，根据有关工作安排，国 家数据局、天津市人民政府将于2025年7月10日至11日，在天津市举办2025上合组织数字经济论坛。 本次论坛以"数字经济新纽带 共拓合作新空间"为主题，将围绕数实融合、城市全域数字化转型、数字 技术创新、数字基础设施建设、数据产权与隐私保护、数据资源开发利用等议题进行深入交流，推动建 立上合组织国家数字经济合作生态，促进产业间、城市间、高校间、智库间数字经济务实合作。届时， 将有上合组织国家数字经济领域政商代表、专家学者和社会各界人士齐聚论坛，进一步深化中国—上合 组织国家在数字经济领域的务实合作，为上合组织峰会营造良好氛围、筹备合作成果。 ...

2025 年 05 月 19 日 策 略 研 究 两会"爆款"主题面面观，兼论深海科技与具身 智能（人形机器人）的投资前景 投资要点： 策 略 专 题 区别于市场的主流观点，我们认为两会产业主题投资并非是一次 性脉冲机会。两会中的产业政策具有高屋建瓴之效，不仅对短期产业 主题投资有提振效果，还能够指引中长期产业发展方向，带来更持续 的超额行情。此处对全文的分析结论进行总结，以要点的形式展示主 要启示。 （一）短期特征：重视低估值与小市值 1、两会召开后的短期内，低估值主题更易获得估值的抬升。 2、市值分布与累计超额收益率的相关性，随时间推移减弱。两会 召开后的短期内小市值（<100 亿）成分股占比越高的指数，越易获得 超额收益（相对 Wind 全 A），但拉长时间看，这种相关性在减弱。 （二）持续特征：累计超额收益、业绩增速 3、在两会结束后的 T+15 个交易日短期区间，行情有短期的提振。 4、从长维度看，在两会结束后的 T+360 个交易日区间，两会产业 主题往往能跑出超额收益。仅 17、19、23 年表现不佳，或侧面反映出 "新提法"的重要性。 5、平均累计超额收益并不一定在两会当年跑出。也反映出两会主 ...

来源：这里是大兴 对接需求请扫码 5月16日下午，大兴区人民政府与北京国有资本运营管理有限公司（简称"北京国管"）在大兴区营 商服务中心举行"市区金融联动 赋能产融发展"基金合作签约仪式，两支总规模达40亿元的股权投 资基金正式落地。北京国管公司党委书记、董事长吴礼顺，北京国管公司党委副书记、董事、总经 理郭川，大兴区委书记初军威，区委副书记、区长刘洋参加。 签约活动现场，大兴区与北京国管双方正式签署市区战略合作协议，设立"北京大兴京国瑞""北京 大兴顺禧"两支股权投资基金，总规模达40亿元，在北京国管与区级平台合作设立基金规模中位居 前列。 据悉，新基金将重点支持大兴区生命健康、氢能、商业航天、先进制造、数字经济等领域创新型企 业，通过"资本+产业+生态"协同模式，加速构建全生命周期产业链生态，推动战略性新兴产业和 未来产业落地。 近年来，大兴区高度重视产业发展，持续优化区域营商环境。创新市区两级基金联动投资，围绕政 策支持、资源整合、项目研判、风险控制等方面，加速科技成果转化与产业链升级，累计向市级基 金推荐项目100余个，涉及人工智能、绿色能源、低空经济、新材料、医药等多个产业领域，已为 鞍石生物、智谱 ...

智通财经5月19日电，盛世科技、金财互联午后双双涨停，创业黑马、启迪环境、博思软件、华建集 团、达华智能涨超5%，天亿马、深圳瑞捷、中科金财等跟涨。消息面上，国家数据局近日印发《数字 中国建设2025年行动方案》。 数字经济概念股震荡走强 盛世科技、金财互联午后双双涨停 ...

Core Viewpoint - The article highlights the transformation of the Xin Kai River in Hangzhou, driven by the dedicated efforts of local community members, particularly Hu Fuqing, who has documented the river's changes over a decade through meticulous records and active participation in river conservation efforts [2][3][4]. Group 1: River Conservation Efforts - Hu Fuqing, a community river guardian, has been actively monitoring the Xin Kai River since 2015, recording over 3700 entries in 21 notebooks, covering more than 10,000 kilometers [2][4]. - The river's water quality has significantly improved, with earlier records noting pollution and debris, while recent entries reflect clear water and the absence of floating waste [3][5]. - The local government has implemented a comprehensive river management system, involving 1.2 million river guardians across various levels, promoting community engagement in water conservation [11][12]. Group 2: Community Involvement - The initiative has inspired local residents to join river protection efforts, with 69,000 registered volunteers participating in conservation activities [11]. - The community has seen a shift in perception, with more residents actively engaging in river monitoring and cleanup efforts, reflecting a growing environmental consciousness [10][13]. - The program has also led to the establishment of a digital platform for efficient monitoring and reporting of river conditions, enhancing the effectiveness of conservation efforts [9]. Group 3: Economic and Social Impact - The improvements in the river's condition have contributed to the overall development of the surrounding area, transforming it into a vibrant community with new economic opportunities [15][16]. - The article notes that the cultural and economic activities in the region have flourished, with a reported increase in the added value of the cultural industry by 6.5% year-on-year [16]. - The integration of ecological preservation with urban development is seen as a model for sustainable growth, aligning with broader national goals of modernization and environmental harmony [16].

Core Insights - Chengdu High-tech Zone is experiencing robust growth in its digital cultural and creative industry, exemplified by the success of the "Nezha" film series, which ranks fifth in global box office history [1] - The region aims to become a world-class high-tech industrial park, with a projected GDP exceeding 340 billion yuan by 2024 [1] Industry Development - Chengdu High-tech Zone is focusing on three key industries: electronic information, pharmaceutical health, and digital economy, establishing a modern industrial system [2] - The launch of significant projects, such as the AMOLED production line with an investment of 63 billion yuan, is expected to position China as a leader in the OLED display sector [2] - The electronic information industry is expanding, with Chengdu leading in integrated circuits and flexible displays in Central and Western China [2] Pharmaceutical and Digital Economy - The pharmaceutical sector in Chengdu High-tech Zone ranks third nationally, housing over 3,900 companies, including major multinational firms [3] - The digital economy is thriving, with revenue from the sector exceeding 210 billion yuan in 2024, reflecting an 18% year-on-year growth [3] Innovation and Talent - Chengdu High-tech Zone has established a comprehensive innovation ecosystem, including 72 pilot testing platforms and a capital service system with over 323.6 billion yuan in funds [4][5] - The region has attracted over 800,000 talents, with more than 100,000 technology companies founded by these talents [5] Economic Growth and Business Environment - The opening of the first robot park in Western China aims to enhance the robotics industry and create a supportive environment for technology companies [6] - Chengdu High-tech Zone has implemented 35 initiatives to stimulate investment and improve the business environment, focusing on market expansion and cost reduction [6][7] - The area is home to 4,869 national high-tech enterprises and 142 specialized "little giant" companies, positioning it as a leader in Central and Western China [7]

近年来，深圳证券交易所市场(以下简称"深市")上市公司坚持以创新驱动发展，综合实力、竞争能力不 断提升。 "深市作为我国资本市场的重要组成部分，汇聚了大量以新质生产力为驱动的创新型企业。深市作为创 新型企业的聚集地，也为其提供了良好的融资环境、政策支持和市场资源，有助于这些企业进一步做大 做强。"中关村物联网产业联盟副秘书长袁帅对《证券日报》记者表示，相关企业强劲的创收能力充分 证明了其创新实力和市场潜力。 "高成长"优势凸显 在创新驱动下，深市上市公司展现出稳健增长力。以深证100指数样本公司为例，2024年，深证100指数 样本公司全年营业收入达到7.5万亿元，其中海外营业收入1.9万亿元，同比增长11%。2025年一季度， 深证100样本公司延续向好态势，营收同比增长7%、净利润同比增长21%。 深市上市公司2024年年报及2025年一季报目前均已悉数披露。整体来看，深市上市公司经营稳健向好， 业绩稳中有进。与此同时，深市上市公司持续加大研发投入，"优创新、高成长"特色凸显。 南开大学金融发展研究院院长田利辉对《证券日报》记者表示，深市上市公司持续发力创新，正向"技 术主导"发展。随着市场"科技叙事"逻 ...

Core Insights - The financial support for key sectors in Shaanxi province has been robust, with significant growth in loans for key industries, inclusive small and micro loans, and green loans, alongside steady growth in loans for technology enterprises [1][2][3] Group 1: Key Industry Loan Growth - As of the end of March, the loan balance for the manufacturing sector in Shaanxi reached 462.53 billion yuan, with a year-on-year growth of 9.05% [2] - The balance of credit loans in the manufacturing sector was 238.86 billion yuan, showing a year-on-year increase of 10.82% [2] - The construction industry loan balance was 348.13 billion yuan, with a year-on-year growth of 12.48% [2] Group 2: Inclusive Small and Micro Loans - The loan balance for small and micro enterprises in Shaanxi reached 1,236.69 billion yuan, with a year-on-year growth of 22.77%, exceeding the overall loan growth rate by 15.42 percentage points [2] - The balance of inclusive small and micro loans was 613.55 billion yuan, with a year-on-year increase of 17.19%, surpassing the overall loan growth rate by 9.84 percentage points [2] Group 3: Support for Private Economy - The loan balance for private enterprises in Shaanxi reached 1.22 trillion yuan, with a year-on-year growth of 11.15%, which is 3.8 percentage points higher than the overall loan growth rate [2] Group 4: Green Loan Expansion - The balance of green loans in Shaanxi reached 804.26 billion yuan by the end of March, with an increase of 51.12 billion yuan in the first quarter, accounting for 25.66% of the total loan increment [2] Group 5: Technology Enterprise Loans - The loan balance for technology enterprises in Shaanxi surpassed 414.6 billion yuan, with a year-on-year growth of 13.07% [3] - The cumulative amount of re-loans for technological innovation reached 3.86 billion yuan, benefiting 6,833 technology enterprises and effectively reducing financing costs [3] - The loan growth rate for the core industries of the digital economy reached 24.1%, supporting the rapid development of the digital economy in Shaanxi [3]

记者了解到，第22届东博会筹备工作进展顺利，总体组展招商进度超过历届同期。展会设南宁主会 场和桂林旅游展区，展览总面积超15万平方米，按六大专题组展，国际组展热度高，中国组展突出高精 尖，首次设置新质生产力专馆、蓝色经济展区等；将组织东盟国家与广西签署共建中国—东盟人工智能 创新合作中心的谅解备忘录（MOU）或备忘录协议（MOA）；邀请相关政府部门、产业园区、企业和 青年企业家等参展参会，以多种形式开展对接合作。 5月14日，第22届中国—东盟博览会高官会在南宁举办。中国和东盟10国经贸主管部门、投资促进 部门、东盟秘书处等东博会共办方高官，东盟各国驻华使领馆代表，东博会秘书处及广西相关部门负责 人出席会议。 本届东博会将于9月17日至21日在南宁举办，将呈现六大亮点：服务自贸区3.0版落地、突出人工智 能主题、推动跨境产业链融合、绿色引领、品牌赋能和服务升级。 会上，还进行了第22届东博会"魅力之城"展区位置抽签仪式。（黄静 王佳慧） 人工智能板块成为东盟国家关注的焦点，各方积极推动参与这一领域的发展与合作。缅甸商务部贸 易促进局局长特林表示，缅甸出任第22届东博会主题国，将展示人工智能在农业、物流、教育和 ...