从当前正在推介中的项目来看，不仅包含交通运输、能源、水利、新型基础设施、城市基础设施、环 保、仓储物流、制造业等重点领域，还包括人工智能、低空经济等新兴产业、未来产业。 2025.06. 26 本文字数：3632，阅读时长大约6分钟 作者 | 第一财经 祝嫣然 国家正全力优化营商环境、破除隐性壁垒、激发民营经济活力。 第一财经记者从国家发展和改革委（下称"国家发改委"）搭建的"全国向民间资本推介项目平台"发 现，截至6月25日，全国正在向民间资本推介的项目投资额超10万亿元。其中，光是国家发改委近日 向民间资本推介的优质项目，就超过3200个，涉及的总投资额超3万亿元。 国家信息中心信息化和产业发展部未来产业处处长胡拥军表示，民营企业是扩大有效投资的生力军， 引导更多民间资本参与重大基础设施、社会民生等领域建设，这些政策将让民间资本有更大发展空 间。 与此同时，民间资本参与重大基础设施项目的参股比例也提高了。 除了推介优质项目，国家发改委明确表示，将建立健全向民间资本推介项目专项工作协调机制，推动 更多民间投资参与项目建设，加强跟踪协调和对接服务，强化用地用海、环评等要素和融资支持，推 动项目尽快落地实施。 ...

将投中网设为"星标⭐"，第一时间收获最新推送 来源丨 投中网 近年来，辽宁省坚持以科技创新为引领，积极发展壮大战略性新兴产业，培育新质生产力，全力推动 高质量发展。为深入学习贯彻党的二十大、二十届三中全会精神和习近平总书记在辽宁考察时的重要 讲话和重要指示精神，深入推进新时代 " 六地 " 建设，聚焦优质投资机构，营造创业投资良好发展 态势， 继成功举办"2024辽宁产投融合发展大会"后， 辽宁省人民政府将于 2025 年 7 月 2 日至 3 日在沈阳市举办 "2025 创投辽宁发展大会 " 。本次大会以 " 科技向新 · 资本向实 · 产业向强 " 为主题，旨在打造全国投资机构与辽宁产业融合发展的对接合作平台，共话发展，共谋未来，共同为 打好打赢三年行动决胜之年、决胜之战贡献金融力量。 重大盛会 聚焦产业前沿趋势 本次大会由辽宁省人民政府主办，辽宁省地方金融管理局、辽宁省科学技术厅、辽宁省工业和信息化 厅联合承办。作为 2025 年度创投领域的重要盛会， 7 月 2 日大会主会场将汇聚政府领导、科研院 所专家、知名证券机构、顶尖投资机构、科创先锋企业，共同聚焦创投赋能科技创新和产业发展、促 进有效市场和有 ...

以科创板适用于第五套标准上市的20家公司为例，9家公司近三年营业收入复合增长率超过40%，反映 出这些公司抢占市场的能力突出，产品认可度高，商业化潜力巨大。 市场资金对于优质未盈利企业也给予了越来越大的包容度。今年以来，上述20家公司中，19家公司跑赢 科创50指数，14家公司年内股价涨幅超过20%，6家公司超过了50%。2025年一季报前十大股东中，20 家公司里17家出现了基金的身影，4家公司获社保基金持仓，机构投资者对这些企业的成长性和投资价 值的认可度不断提高。 随着政策导向再次走向多元包容，优质高技术含量未盈利企业的投资逻辑愈发清晰。除了医药生物外， 人工智能、商业航空、低空经济等政策提及的领域也将迎来资本市场资金支持，助力龙头企业抓住发展 的黄金机遇，加速走向成熟。 科创板创立之初就设立了多元包容的上市标准，截至目前，科创板共有54家IPO时未盈利的企业上市， 其中20家采用了第五套上市标准，这些公司的上市时间集中在2020年至2022年之间，2023年下半年开始 第五套上市标准进入实质性暂停，折射出市场对于未盈利企业的价值判断一度存在较大分歧。 长期以来，盈利能力、市盈率是A股投资者评判上市公司 ...

Core Viewpoint - The introduction of the "1+6" policy measures by the China Securities Regulatory Commission aims to break the barriers for high-quality, unprofitable technology companies to access the capital market, reflecting a shift from focusing solely on profitability to recognizing potential growth [1][2]. Group 1: Policy Changes - The new measures include the establishment of a growth tier for the Sci-Tech Innovation Board and the reintroduction of the fifth listing standard for unprofitable companies [1]. - The third listing standard will also be officially implemented on the Growth Enterprise Market to support high-quality, unprofitable innovative companies [1]. Group 2: Market Evolution - The shift from "looking at profits" to "looking at potential" is a significant innovation in capital market system construction, aligning with the evolving industrial landscape and the need for diverse listing standards [2]. - Emerging industries such as artificial intelligence, commercial aerospace, and low-altitude economy are rapidly developing, necessitating patient capital support for technology companies that require long investment cycles [2]. Group 3: Implications for Companies - Breaking down the barriers for unprofitable companies to list is crucial for technology firms to leverage capital market resources, accelerate the transformation of technological achievements, and convert "technological fantasies" into real productivity [3]. - The growth of companies in fields like artificial intelligence and quantum communication will drive the upgrade of industries towards higher-end, intelligent, and green development [3]. Group 4: Investor Protection Measures - To mitigate risks associated with unprofitable technology companies, regulatory measures include the introduction of experienced institutional investors to help assess company value and the implementation of special identifiers for newly registered unprofitable tech companies [3]. - These measures aim to ensure that investors are aware of the risks associated with investing in early-stage companies and to promote rational decision-making [3]. Group 5: Early Results - Since the implementation of the fifth listing standard, over 20 unprofitable companies on the Sci-Tech Innovation Board have achieved profitability and successfully removed their special identifiers [4]. - The focus is on maintaining quality control while balancing market vitality and risk management, fostering a healthy ecosystem for startups, growth companies, and mature enterprises [4].

2025.06. 25 根据智联招聘发布数据，低空经济、具身智能、智能制造、芯片领域等新兴和未来产业的职位招聘增 速较高，无人机工程师、机器人调试工程师、算法工程师、机械工程师、半导体工艺工程师、半导体 设备工程师等职业的招聘职位数同比增速均在30%以上。 低空经济、商业航天等硬科技产业链条长、分工精细，报考相关专业需要厘清产业链条，考虑自身兴 趣与产业链中各环节的匹配度。以低空经济为例，eVTOL (electric Vertical Take-off and Landing, 电动垂直起降航空器)只是其中的一个细分领域。 "整条产业链可划分为上游、中游和下游，每个领域有不同的侧重。"天际线eVTOL创始人罗科迪所 说的"上游"，指的是包括研发设计、基础原材料、核心组件与零部件生产等环节所在的行业。他所在 的主机厂商一般被视作为行业中游，而下游则偏应用，通常是一些运营服务商和飞行保障商。罗科迪 建议，如果是对技术方向感兴趣，可以报考航空类的专业，如果想要涉及一些商业相关的领域，也可 以考虑工商管理、市场等方面的专业。 他向记者指出，不同环节对人才的需求存在差异。"整个行业既需要纯技术人才，也需要技术与商业 ...

为此，第一财经联合中国信息通信研究院云计算与大数据研究所开展低空经济典型案例征集 活动，希望通过挖掘标杆案例，加速技术成果转化、推动标准体系构建、促进跨区域协同， 为低空经济安全健康发展提供可复制的经验范式，进一步激发市场活力，也为广大低空产业 链企业提供一个高质量的推广展示平台。 本次"低空经济领航者"典型案例征集已经完成初期材料征集和初审阶段， 现向已经完成案例申报的 企业发出答辩复审通知，复审答辩内容将延续材料征集的三个方向进行，分别是：一是典型低空智 联云技术创新能力建设；二是典型低空全域感知技术创新能力；三是典型低空实际应用场景 。详情 如下： 1、复审答辩时间： 2025年7月4日下午13:30-18:00； 2、复审答辩形式： 采用线上答辩形式打分形式，每家企业10分钟陈述案例、5分钟评委提问， 参与复审答辩的企业 需要针对申报案例细节 制作答辩材料PPT； 3、复审答辩会议链接： 会议主题：低空经济领航者典型案例复审答辩 2025年政府工作报告明确提出"推动低空经济安全健康发展"，连续两年将其列为新兴产业发 展的核心方向，标志着我国低空经济已从战略布局迈入规模化应用与价值兑现的关键阶段。 然而 ...

Group 1 - Chinese Premier Li Qiang expressed that China will continue to welcome foreign enterprises to invest and operate in the country, aiming for mutual benefits and technological cooperation [1] - Vice Premier He Lifeng emphasized the need to expand domestic demand and boost consumption to promote high-quality economic development, while also exploring new models for real estate development [2] - Shenzhen's municipal government announced measures to gradually relax or eliminate restrictions on service trade under cross-border delivery and overseas consumption models, aiming to enhance the service sector's openness [3] Group 2 - Chen Guo, Chief Strategist at Dongfang Wealth Securities, indicated that the revaluation of Chinese assets has just begun, driven by the stability of the RMB and the acceleration of the engineer dividend [4] - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its existing securities trading license to include virtual asset trading services, leading to a significant surge in its stock price [5] - A surge in foreign investment interest was noted, with many foreign institutions focusing on companies in the electronics, machinery, computer, and automotive sectors, reflecting optimism for the Chinese stock market in the medium to long term [6] Group 3 - Xiaomi is set to unveil its first AI glasses, joining other tech giants like Meta, Apple, and Samsung in the growing market, which is projected to reach nearly 300 million units and over 190 billion yuan [12] - The low-altitude economy is gaining attention, with Chengdu introducing policies to support its development [12] - AI medical imaging has made breakthroughs, enabling the early detection of stomach cancer up to 10 months in advance [16]

域经济实力的差距成为成都与东部城市竞争的一个关键弱项，但这也给成都提供了一个可期的潜力空 间。 经济规模站上2万亿之后，成都把县域经济发展作为向上突破的增长新空间。 6月24日，成都市召开县市新城高质量发展大会，专门针对八个远郊县市推出强有力政策措施，打造支 撑全域高质量发展的"八小龙"。6月25日，成都市政府新闻办召开成都市县市新城高质量发展新闻发布 会，发布了相关政策及多部门的支持措施。 县域实力与东部差距明显 成都所谓的县市新城是指简阳、都江堰、彭州、邛崃、崇州、金堂、大邑、蒲江等八个县市，在成都市 域范围内处于远郊，此前在成都圈层体系中与中心城区和近郊区相对应，被称为三圈层，其面积占全市 约2/3、人口约1/4、经济总量约1/6。 在此次大会上，成都市推出了《成都市推动县市新城高质量发展实施方案》，致力用三到五年时间，推 动县市新城在经济规模、园区能级、城镇化质量、综合承载力等方面稳步提升，形成强县引领、竞相争 先、协同共进的县域经济高质量发展新格局。 杨文学认为，未来一段时期内，成都市高质量发展的潜力和主要承载空间在县域。推动县域迈向更高层 级发展，关键是完善顶层设计，构建差异化发展格局，支持一批县 ...

Group 1 - The "hard technology" industries, represented by low-altitude economy, commercial aerospace, and embodied intelligence, are rapidly emerging, attracting significant attention from students and parents regarding relevant majors and job opportunities [1][2] - The demand for high-level talent in these new industries is significantly increasing, with job recruitment growth rates in fields such as low-altitude economy, embodied intelligence, and smart manufacturing exceeding 30% year-on-year for positions like drone engineers and algorithm engineers [1][2] Group 2 - The low-altitude economy can be divided into upstream, midstream, and downstream sectors, each requiring different skill sets and educational backgrounds, with a focus on both technical and business-oriented talent [2][3] - The Ministry of Education has introduced new undergraduate programs, including Low Altitude Technology and Engineering, to meet the growing demand for skilled professionals in these emerging fields [2] Group 3 - In the commercial aerospace sector, companies have stringent hiring standards, often requiring master's degrees and favoring graduates from specific institutions known for their strength in aerospace and military engineering [3][4] - The commercial aerospace industry is projected to see over 110,000 new companies by 2024, with satellite design and manufacturing engineers earning an average annual salary of 287,000 yuan, and chief engineers in liquid rocket engines earning a median salary of 820,000 yuan [4][7] Group 4 - Different roles within the aerospace sector have varying preferences for educational backgrounds, with specific majors being favored for roles in rocket design, satellite navigation, and manufacturing processes [7][8] - Practical experience and comprehensive skills are emphasized as critical for success in the hard technology fields, with recommendations for students to engage in hands-on projects during their studies [7][8]

Industry Dynamics - The humanoid robot sector is experiencing significant developments, with various companies announcing new projects and partnerships, including Midea's successful deployment of its self-developed humanoid robot in factories and the release of the Star Motion Q5 intelligent robot [1] - The 3D printing equipment production in May saw a year-on-year increase of 40% [1] Government News - The China Securities Regulatory Commission (CSRC) announced support for companies in cutting-edge technology sectors to apply the fifth set of listing standards on the Sci-Tech Innovation Board [2] - Several strategic partnerships were formed in the humanoid robot sector, including Demar Technology's agreement with Zhiyuan Robotics and Qinan Co.'s investment in Moxian Technology [2] Key Focus Stocks - The week highlights key stocks such as Longxi Co., Jindi Co., Yirui Technology, Yingliu Co., and Dingyang Technology [3] Investment Insights 1. Humanoid Robots: Focus on value and positioning, emphasizing suppliers with strong capabilities and identifying incremental opportunities in the market, particularly in components like joint modules, dexterous hands, reducers, and motors [4] 2. AI Infrastructure: Continued growth in capital expenditure for data centers driven by AI demand, with key beneficiaries including Hanzhong Precision, Ice Wheel Environment, and Yingliu Co. [4] 3. Low-altitude Economy: Rapid advancements in the low-altitude economy, with a focus on core components such as engines and motors, highlighting companies like Yingliu Co. and Zongshen Power [5] 4. 3D Printing: As an additive manufacturing technology, 3D printing is expected to open market opportunities across various sectors, with key players including Bolite and Huazhou High-Tech [5] 5. Nuclear Fusion: Progress in nuclear fusion energy is seen as a long-term direction for energy transformation, with companies like Yingliu Co. and Jiangsu Shentong being highlighted [5]